Ord 145-84 12/11/1984 ill 11 4 V it_1 6A14.4L�/ , d' /0<219
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CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS .
COUNTY OF WICHITA •
CITY OF WICHITA FALLS •
We, the undersigned officers of said City, hereby
certify as follows:
1. The City Council of said City convened in e:Gat_,b
MEETING ON THE 11TH DAY OF DECEMBER, 1984, at the City Hall,
and the roll was called of the duly constituted officers and
members of said City Council, to-wit:
Gary Cook, Mayor Thomas Swift
Charles Thomas Charles Harper
Craig A. Wilson Bill Palmer
James Welburn Wilma J. Thomas, City Clerk
and all of said pe sons were present, except the following
absentees: thus con-
stituting a quorum. Whereupon, among other business, the
following was transacted at said Meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF
CITY OF WICHITA FALLS, TEXAS WATER AND SEWER
REFUNDING REVENUE BONDS, SERIES 1984
was duly introduced for the consideration of said City
Council and read in full. It was then duly moved and
seconded that said Ordinance be passed; and, after due
discussion, said motion carrying with it the passage of said
Ordinance, prevailed and carried by the following vote:
AYES: All members of said City Council shown
present above voted "Aye" .
NOES: None.
2. That a true, full and correct copy of the aforesaid
Ordinance passed at the Meeting described in the above and
foregoing paragraph is attached to and follows this Certifi-
cate; that said Ordinance has been duly recorded in said
City Council ' s minutes of said Meeting; that the above and
foregoing paragraph is a true, full and correct excerpt from
said City Council ' s minutes of said Meeting pertaining to
the passage of said Ordinance; that the persons named in the
above and foregoing paragraph are the duly chosen, qualified
and acting officers and members of said City Council as
indicated therein; that each of the officers and members of
said City Council was duly and sufficiently notified offi-
cially and personally, in advance, of the time, place and
purpose of the aforesaid Meeting, and that said Ordinance
would be introduced and considered for passage at said
Meeting, and each of said officers and members consented, in
advance, to the holding of said Meeting for such purpose,
and that said Meeting was open to the public and public
notice of the time, place and purpose of said meeting was
given, all as required by Vernon' s Ann. Civ. St. Article
6252-17.
3 . That the Mayor of said City has approved and hereby
approves the aforesaid Ordinance; that the Mayor and the
City Clerk of said City have duly signed said Ordinance;
and that the Mayor and the City Clerk of said City hereby
declare that their signing of this Certificate shall
constitute the signing of the attached and following copy of
said Ordinance for all purposes .
SIGNED AND SEALED the 4 l ay of Decem <19 : /
City er 4000007:r
(SEAL)
,t ,r v
ORDINANCE NO.f �-�O
ORDINANCE AUTHORIZING THE ISSUANCAND SALE OF
CITY OF WICHITA FALLS, TEXAS WATER AND SEWER
REFUNDING REVENUE BONDS, SERIES 1984
THE STATE OF TEXAS •
COUNTY OF WICHITA
CITY OF WICHITA FALLS
WHEREAS, the City of Wichita Falls, Texas (the "City" )
has outstanding the following utilities system revenue bonds
(hereinafter defined as the "Refunded Obligations" ) , to-wit:
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1963, dated August 1, 1963,
currently outstanding in the aggregate principal
amount of $900,000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1966, dated February 1,
1966, currently outstanding in the aggregate
principal amount of $1, 005,000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1966-A, dated November 1,
1966, currently outstanding in the aggregate
principal amount of $525, 000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1968, dated February 1,
1968, currently outstanding in the aggregate
principal amount of $500, 000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1973, dated July 1, 1973,
currently outstanding in the aggregate principal
amount of $900,000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1978, dated August 1, 1978,
currently outstanding in the aggregate principal
amount of $840, 000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1980, dated June 1, 1980,
currently outstanding in the aggregate principal
amount of $850, 000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1981, dated October 1, 1981,
currently outstanding in the aggregate principal
amount of $970, 000;
City of Wichita Falls, Texas Water and Sewer
Revenue Bonds, Series 1982, dated August 1, 1982,
currently outstanding in the aggregate principal
amount of $830, 000;
WHEREAS, the City has determined that it is appropriate
and necessary that said bonds be refunded; and
WHEREAS, the bonds hereinafter authorized are to be
issued and delivered pursuant to Articles 717k, and 1111
through 1118 V.A.T.C. S. for the purpose of refunding the
Refunded Obligations and for the purpose of providing money
for improvements and extensions to the City' s Water and
Sewer System.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
WICHITA FALLS, TEXAS:
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Section 1. BONDS AUTHORIZED. That the City' s bonds
(the "Series 1984 Bonds" ) are hereby authorized to be issued
in the aggregate principal amount of $19, 955, 000 for the
purpose of refunding all of the outstanding Water and Sewer
System revenue bonds of the City and for the purpose of
providing money for improvements and extensions of the
City' s combined Water and Sewer System. The Series 1984
Bonds shall be designated as the "City of Wichita Falls,
Texas Water and Sewer Refunding Revenue Bonds, Series 1984" .
That the Series 1984 Bonds shall be issued, shall be
payable, shall and may be redeemed prior to their scheduled
maturities, shall have the characteristics, and shall be
signed and executed (and the Series 1984 Bonds shall be
sealed) , all as provided, and in the manner indicated, in
the FORM OF BOND set forth in Section 6 of this Ordinance.
Section 2 . DATE AND MATURITIES. That the Series 1984
Bonds shall be dated December 1, 1984, shall be in the
denomination of $5, 000, or any integral multiple thereof,
shall be numbered consecutively from one upward, and shall
mature on August 1 in each of the years, and in the amounts,
respectively, unless redeemed prior to maturity as required
or permitted in the Form of Bond set forth in Section 6 of
this Ordinance, as set forth in the following schedule:
YEARS AMOUNTS YEARS AMOUNTS
1986 $ 440, 000 1996 $ 995, 000
1987 475, 000 1997 1, 095, 000
1988 510, 000 1998 1,200, 000
1989 550, 000 1999 1, 325,000
1990 595, 000 2000 1, 455, 000
1991 645, 000 2001 1, 605, 000
1992 700, 000 2002 1, 765,000
1993 760, 000 2003 1, 950,000
1994 830, 000 2004 2, 150,000
1995 910, 000
Section 3 . RIGHT OF PRIOR REDEMPTION. (a) That the
City reserves the right to redeem the Series 1984 Bonds in
whole, or in part, on August 1, 1994, or on any interest
payment date thereafter, at a redemption price equal to the
principal amount of such Series 1984 Bonds called for
redemption, plus accrued interest thereon to the date fixed
for redemption:
(b) At least 30 days prior to the date fixed for any
such redemption a written notice of such redemption shall be
given to the registered owner of each Series 1984 Bond or a
portion thereof being called for redemption by depositing
such notice in the United States Mail, postage prepaid,
addressed to each such registered owner at his address shown
on the Registration Books (hereinafter defined) of the
Paying Agent/Registrar (hereinafter defined) . By the date
fixed for any such redemption due provision shall be madeby
the City with the Paying Agent/Registrar for the payment of
the required redemption price for the Series 1984 Bonds or
the portions thereof which are to be so redeemed, plus
accrued interest thereon to the date fixed for redemption.
If such written notice of redemption is given, and if due
provision for such payment is made, all as provided above,
the Series 1984 Bonds, or the portions thereof which are to
be so redeemed, thereby automatically shall be redeemed
prior to their scheduled maturities, and shall not bear
interest after the date fixed for their redemption, and
shall not be regarded as being outstanding except for the
right of the registered owner to receive the redemption
price plus accrued interest to the date fixed for redemption
from the Paying Agent/Registrar out of the funds provided
for such payment. The Paying Agent/Registrar shall record
in the Registration Books all such redemptions of principal
of the Series 1984 Bonds or any portion thereof. If a
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portion of any Series 1984 Bond shall be redeemed, a
substitute Series 1984 Bond or Series 1984 Bonds having the
same maturity date, bearing interest at the same rate, in
any denomination or denominations in any integral multiple
of $5,000 at the written request of the registered owner,
and in an aggregate principal amount equal to the
unredeemed portion thereof, will be issued to the registered
owner upon the surrender thereof for cancellation, at the
expense of the City, all as provided in this Ordinance. The
Series 1984 Bonds or portions to be redeemed shall be
selected by lot by the Paying Agent/Registrar. The City
shall give written notice to the Paying Agent/Registrar of
any such redemption of Series 1984 Bonds at least 60
calendar days (or such shorter period as is acceptable to
the Paying Agent/Registrar) prior to such redemption.
Section 4. INTEREST. That the Series 1984 Bonds
scheduled to mature during the years, respectively, set
forth below shall bear interest at the following rates per
annum:
maturities 1986 7.25%
maturities 1987 7. 60%
maturities 1988 7 .85%
maturities 1989 8. 10%
maturities 1990 8. 35%
maturities 1991 8. 65%
maturities 1992 8.90%
maturities 1993 9. 10%
maturities 1994 9 . 35%
maturities 1995 9 . 60%
maturities 1996 9. 80%
maturities 1997 9 .90%
maturities 1998 10.00%
maturities 1999 10. 10%
maturities 2000 10. 15%
maturities 2001 10. 20%
maturities 2002 10.30%
maturities 2003 10. 35%
maturities 2004 10. 40%
Said interest shall be payable to the registered owner of
any such Series 1984 Bond in the manner provided and on the
dates stated in the FORM OF BOND set forth in this
Ordinance.
Section 5 . CHARACTERISTICS OF THE BONDS. Registra-
tion, Transfer, Conversion and Exchange; Authentication.
(a) The City shall keep or cause to be kept at the
principal corporate trust office of the InterFirst Bank
Dallas N.A. , Dallas, Texas (the "Paying Agent/Registrar" )
books or records for the registration of the transfer,
conversion and exchange of the Bonds (the "Registration
Books" ) , and the City hereby appoints the Paying
Agent/Registrar as its registrar and transfer agent to keep
such books or records and make such registrations of
transfers, conversions and exchanges under such reasonable
regulations as the City and Paying Agent/Registrar may pre-
scribe; and the Paying Agent/Registrar shall make such
registrations, transfers, conversions and exchanges as
herein provided. The Paying Agent/Registrar shall obtain
and record in the Registration Books the address of the
registered owner of each Bond to which payments with respect
to the Bonds shall be mailed, as herein provided; but it
shall be the duty of each registered owner to notify the
Paying Agent/Registrar in writing of the address to which
payments shall be mailed, and such interest payments shall
not be mailed unless such notice has been given. The City
shall have the right to inspect the Registration Books
during regular business hours of the Paying Agent/Registrar,
but otherwise the Paying Agent/Registrar shall keep the
Registration Books confidential and, unless otherwise
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required by law, shall not permit their inspection by any
other entity. The City shall pay the Paying
Agent/Registrar' s standard or customary fees and charges for
making such registration, transfer, conversion, exchange and
delivery of a substitute Bond or Bonds. Registration of
assignments, transfers, conversions and exchanges of Bonds
shall be made in the manner provided and with the effect
stated in the FORM OF BOND set forth in this Ordinance.
Each substitute Bond shall bear a letter and/or number to
distinguish it from each other Bond.
An authorized representative of the Paying Agent/
Registrar shall, before the delivery of any such Bond, date
and manually sign said Certificate, and no such Bond shall
be deemed to be issued or outstanding unless such Certifi-
cate is so executed. The Paying Agent/Registrar promptly
shall cancel all paid Bonds and Bonds surrendered for
conversion and exchange. No additional ordinances, orders,
or resolutions need be passed or adopted by the governing
body of the City or any other body or person so as to
accomplish the foregoing conversion and exchange of any Bond
or portion thereof, and the Paying Agent/ Registrar shall
provide for the printing, execution, and delivery of the
substitute Bonds in the manner prescribed herein, and said
Bonds shall be of type composition printed on paper with
lithographed or steel engraved borders of customary weight
and strength. Pursuant to Vernon' s Ann. Tex. Civ. St. Art.
717k-6, and particularly Section 6 thereof, the duty of
conversion and exchange of Bonds as aforesaid is hereby
imposed upon the Paying Agent/Registrar, and, upon the
execution of said Certificate, the converted and exchanged
Bond shall be valid, incontestable, and enforceable in the
same manner and with the same effect as the Bonds which
initially were issued and delivered pursuant to this
Ordinance, approved by the Attorney General, and registered
by the Comptroller of Public Accounts.
(b) Payment of Bonds and Interest. The City hereby
further appoints the Paying Agent/Registrar to act as the
paying agent for paying the principal of and interest on the
Bonds, all as provided in this Ordinance. The Paying Agent/
Registrar shall keep proper records of all payments made by
the City and the Paying Agent/Registrar with respect to the
Bonds .
(c) In General . The Bonds (i ) shall be issued in
fully registered form, without interest coupons, with the
principal of and interest on such Bonds to be payable only
to the registered owners thereof, (ii ) may be redeemed prior
to their scheduled maturities, (iii ) may be transferred and
assigned, (iv) may be converted and exchanged for other
Bonds, (v) shall have the characteristics, (vi ) shall be
signed, sealed, executed and authenticated, (vii) the
principal of and interest on the Bonds shall be payable, and
(viii ) shall be administered and the Paying Agent/Registrar
and the City shall have certain duties and responsibilities
with respect to the Bonds, all as provided, and in the
manner and to the effect as required or indicated, in the
FORM OF BOND set forth in this Ordinance. The Bonds
initially issued and delivered pursuant to this Ordinance
are not required to be, and shall not be, authenticated by
the Paying Agent/Registrar, but on each substitute Bond
issued in conversion of and exchange for any Bond or Bonds
issued under this Ordinance the Paying Agent/Registrar shall
execute the PAYING AGENT/ REGISTRAR' S AUTHENTICATION CERTIF-
ICATE, in the form set forth in the FORM OF BOND.
(d) Substitute Paying Agent/Registrar. The City
covenants with the registered owners of, the Bonds that at
all times while the Bonds are outstanding the City will
provide a competent and legally qualified bank, trust
company, financial institution, or other agency to act as
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and perform the services of Paying Agent/Registrar for the
Bonds under this Ordinance, and that the Paying
Agent/Registrar will be one entity. The City reserves the
right to, and may, at its option, change the Paying
Agent/Registrar upon not less than 120 days written notice
to the Paying Agent/ Registrar, to be effective not later
than 60 days prior to the next principal or interest payment
date after such notice. In the event that the entity at any
time acting as Paying Agent/Registrar (or its successor by
merger, acquisition, or other method) should resign or
otherwise cease to act as such, the City covenants that
promptly it will appoint a competent and legally qualified
bank, trust company, financial institution, or other agency
to act as Paying Agent/Registrar under this Ordinance. Upon
any change in the Paying Agent/Registrar, the previous
Paying Agent/Registrar promptly shall transfer and deliver
the Registration Books (or a copy thereof) , along with all
other pertinent books and records relating to the Bonds, to
the new Paying Agent/Registrar designated and appointed by
the City. Upon any change in the Paying Agent/Registrar,
the City promptly will cause a written notice thereof to be
sent by the new Paying Agent/Registrar to each registered
owner of the Bonds, by United States Mail, first-class
postage prepaid, which notice also shall give the address of
the new Paying Agent/Registrar. By accepting the position
and performing as such, each Paying Agent/Registrar shall be
deemed to have agreed to the provisions of this Ordinance,
and a certified copy of this Ordinance shall be delivered to
each Paying Agent/Registrar.
Section 6. FORMS OF SERIES 1984 BONDS. That the forms
of all Series 1984 Bonds, including the form of the Paying
Agent/Registrar' s Certificate, the form of Assignment, and
the form of the Comptroller' s Registration Certificate to
accompany the Series 1984 Bonds on the initial delivery
thereof, shall be, respectively, substantially as follows,
with such appropriate variations, omissions, or insertions
as are permitted or required by this Ordinance:
FORM OF BOND:
NO. $
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF WICHITA
CITY OF WICHITA FALLS, TEXAS
WATER AND SEWER REFUNDING REVENUE BOND
SERIES 1984
MATURITY DATE INTEREST RATE CUSIP
( ¶1 ) ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF
WICHITA FALLS, IN WICHITA COUNTY, TEXAS (the "Issuer" ) ,
hereby promises to pay to , or to the
registered assignee hereof (either being hereinafter called
the "registered owner" ) the principal amount of
and to pay interest thereon from December 1, 1984, on August
1, 1985 and semiannually on each February 1 and August 1
thereafter to the maturity date specified above, or the date
of redemption prior to maturity, at the interest rate per
annum specified above; except that if this Bond is required
to be authenticated and the date of its authentication is
later than July 15, 1985, such principal amount shall bear
interest from the interest payment date next preceding the
date of authentication, unless such date of authentication
is after any Record Date (hereinafter defined) but on or
before the next following interest payment date, in which
case such principal amount shall bear interest from such
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next following interest payment date; provided, however,
that if on the date of authentication hereof the interest on
the Bond or Bonds, if any, for which this Bond is being
exchanged or converted from is due but has not been paid,
then this Bond shall bear interest from the date to which
such interest has been paid in full .
*( 1J2 ) THE PRINCIPAL OF AND INTEREST ON this Bond are
payable in lawful money of the United States of America,
without exchange or collection charges. The principal of
this Bond shall be paid to the registered owner hereof upon
presentation and surrender of this Bond at maturity or upon
the date fixed for its redemption prior to maturity, at the
principal corporate trust office of the InterFirst Bank
Dallas N.A. , Dallas, Texas, which is the "Paying
Agent/Registrar" for this Bond. The payment of interest on
this Bond shall be made by the Paying Agent/Registrar to the
registered owner hereof on each interest payment date by
check or draft, dated as of such interest payment date,
drawn by the Paying Agent/Registrar on, and payable solely
from, funds of the Issuer required by the ordinance
authorizing the issuance of this Bond (the "Bond Ordinance" )
to be on deposit with the Paying Agent/Registrar for such
purpose as hereinafter provided; and such check or draft
shall be sent by the Paying Agent/ Registrar by United
States mail, first-class postage prepaid, on each such
interest payment date, to the registered owner hereof, at
its address as it appeared on the fifteenth day of the month
next preceding each such date (the "Record Date" ) on the
Registration Books kept by the Paying Agent/ Registrar, as
hereinafter described.
* ( 113 ) ANY ACCRUED INTEREST due at maturity or upon the
redemption of this Bond prior to maturity as provided herein
shall be paid to the registered owner upon presentation and
surrender of this Bond for redemption and payment at the
principal corporate trust office of the Paying Agent/Regis-
trar. The Issuer covenants with the registered owner of
this Bond that on or before each principal payment date,
interest payment date, and accrued interest payment date for
this Bond it will make available to the Paying Agent/Regis-
trar, from the "Debt Service Fund" created by the Ordinance,
the amounts required to provide for the payment, in
immediately available funds, of all principal of and inter-
est on the Bonds, when due.
* ( 114) IF THE DATE for the payment of the principal of
or interest on this Bond shall be a Saturday, Sunday, a
legal holiday, or a day on which banking institutions in the
Issuer where the principal corporate trust office of the
Paying Agent/Registrar is located are authorized by law or
executive order to close, or the United States Postal
Service is not open for business, then the date for such
payment shall be the next succeeding day which is not such a
Saturday, Sunday, legal holiday, or day on which banking
institutions are authorized to close, or the United States
Postal Service is not open for business; and payment on such
date shall have the same force and effect as if made on the
original date payment was due.
* ( 115 ) THIS BOND is one of a series of bonds of like
tenor and effect except as to number, principal amount,
interest rate, maturity, and right of prior redemption,
aggregating Nineteen Million Nine Hundred Fifty Five
Thousand Dollars ( $19, 955, 000) (herein sometimes called the
"Bonds" ) , issued for the purpose of refunding all of the
outstanding Water and Sewer System revenue bonds of the
Issuer of Wichita Falls and for the purpose of providing
money for improvements and extensions to the Issuer' s
combined Water and Sewer System.
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($6) THE OUTSTANDING BONDS may be redeemed prior to
their scheduled maturities, at the option of the Issuer, in
whole, or in part on August 1, 1994, or on any interest
payment date thereafter, at a redemption price equal to the
principal amount of the Bonds called for redemption, plus
accrued interest thereon to the date fixed for redemption.
The years of maturity of the Bonds called for such
redemption shall be selected by the Issuer. The Bonds or
portions thereof redeemed within a maturity shall be
selected by lot by the Paying Agent/Registrar.
* ($7) AT LEAST 30 days prior to the date fixed for any
such redemption a written notice of such redemption shall be
given to the registered owner of each Bond or a portion
thereof being called for redemption by depositing such
notice in the United States Mail, postage prepaid, addressed
to each such registered owner at his address shown on the
Registration Books of the Paying Agent/Registrar. By the
date fixed for any such redemption due provision shall be
made by the Issuer with the Paying Agent/Registrar for the
payment of the required redemption price for this Bond or
the portion hereof which is to be so redeemed, plus accrued
interest thereon to the date fixed for redemption. If such
written notice of redemption is given, and if due provision
for such payment is made, all as provided above, this Bond,
or the portion hereof which is to be so redeemed, thereby
automatically shall be redeemed prior to its scheduled
maturity, and shall not bear or accrue interest after the
date fixed for its redemption, and shall not be regarded as
being outstanding except for the right of the registered
owner to receive the redemption price plus accrued interest
to the date fixed for redemption from the Paying Agent/Reg-
istrar out of the funds provided for such payment. The
Paying Agent/Registrar shall record in the Registration
Books all such redemptions of principal amount of this Bond
or any portion hereof. If a portion of any Bond shall be
redeemed a substitute Bond or Bonds having the same maturity
date, bearing interest at the same rate, in any denomination
or denominations in any integral multiple of $5, 000 at the
written request of the registered owner, and in an aggregate
principal amount equal to the unredeemed portion thereof,
will be issued to the registered owner upon the surrender
thereof for cancellation, at the expense of the Issuer, all
as provided in the Ordinance.
* 00) THIS BOND OR ANY PORTION OR PORTIONS HEREOF IN
ANY INTEGRAL MULTIPLE OF $5,000 may be assigned and shall be
transferred only in the Registration Books of the Issuer
kept by the Paying Agent/Registrar acting in the capacity of
registrar for the Bonds, upon the terms and conditions set
forth herein and in the Ordinance. This Bond may only be
assigned and transferred upon presentation and surrender to
the Paying Agent/Registrar for transfer of registration and
cancellation, together with proper instruments of assign-
ment, in form and with guarantee of signatures satisfactory
to the Paying Agent/Registrar, evidencing assignment of this
Bond or any portion or portions hereof to the assignee or
assignees in whose name or names this Bond or any such
portion or portions hereof is or are to be transferred and
registered. The form of Assignment printed or endorsed on
this Bond shall be executed by the registered owner, or its
duly authorized attorney or representative, and shall
conclusively evidence the assignment hereof. Upon surrender
of this Bond or any portion or portions hereof for transfer
of registration, an authorized representative of the Paying
Agent/Registrar shall make such transfer in the Registration
Books, and shall deliver a new Bond or Bonds payable to such
assignee or assignees, or to the registered owner hereof in
the case of the assignment and transfer of only a portion of
this Bond in exchange for this Bond, all in the form and
manner as provided in the next paragraph hereof for the
conversion and exchange of Bonds. The registered owner of
this Bond shall be deemed and treated by the Issuer and the
Paying Agent/ Registrar as the absolute owner hereof for all
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purposes, including payment and discharge of liability upon
this Bond to the extent of such payment, and the Issuer and
the Paying Agent/Registrar shall not be affected by any
notice to the contrary.
*019) ALL BONDS OF THIS SERIES issued as a result of a
transfer, conversion or exchange are issuable solely as
fully registered bonds, without interest coupons, in the
denomination of any integral multiple of $5, 000. In
accordance with the form and procedures set forth in the
Ordinance, this Bond, or any unpaid or unredeemed portion
hereof, may, at the written request of the registered owner
or the assignee or assignees hereof, or its or their duly
authorized attorneys or representatives, with guarantee of
signatures satisfactory to the Paying Agent/Registrar, be
converted into and exchanged for a Bond or Bonds of like
aggregate principal amount, payable to the appropriate
registered owner, assignee, or assignees, as the case may
be, having the same maturity date, and bearing interest at
the same rate, in any denomination or denominations in any
integral multiple of $5, 000 as requested, upon surrender of
this Bond to the Paying Agent/Registrar at its principal
corporate trust office for cancellation. The one requesting
a transfer, conversion, or exchange shall pay any taxes or
governmental charges required to be paid with respect
thereto as a condition precedent to the exercise of such
privilege of transfer, conversion or exchange. The Paying
Agent/Registrar shall not be required to make any such
transfer, conversion, or exchange (i ) during the period
commencing with the close of business on any Record Date and
ending with the opening of business on the next following
principal or interest payment date, or, (ii ) with respect to
any Bond or any portion thereof called for redemption prior
to maturity, within 45 days prior to its redemption date.
In the event of a non-payment of interest on a scheduled
payment date, and for 30 days thereafter, a new record date
for such interest payment (a "Special Record Date" ) will be
established by the Paying Agent/Registrar, if and when funds
for the payment of such interest have been received from the
Issuer. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (the
"Special Payment Date" which shall be 15 days after the
Special Record Date) shall be sent at least five business
days prior to the Special Record Date by United States mail,
first class, postage prepaid, to the address of each owner
of a Bond appearing on the books of the Paying
Agent/Registrar at the close of business on the last
business day next preceding the date of mailing of such
notice.
* ( 1110) IN THE EVENT any Paying Agent/Registrar for the
Bonds is changed by the Issuer, resigns, or otherwise ceases
to act as such, the Issuer has covenanted in the Ordinance
that it promptly will appoint a competent and legally
qualified substitute therefor, whose qualifications subst( "i-
tially are similar to the previous Paying Agent/Registrar- it
is replacing, and promptly will cause written notice thereof
to be mailed to the registered owners of the Bonds.
* 0[11 ) BY BECOMING the registered owner of this Bond,
the registered owner thereby acknowledges all of the terms
and provisions of the Ordinance, agrees to be bound by such
terms and provisions, acknowledges that the Ordinance is
duly recorded and available for inspection in the official
minutes and records of the Issuer, and agrees that the terms
and provisions of this Bond and the Ordinance constitute a
contract between each registered owner hereof and the
Issuer.
* ( 1i12 ) THE BONDS are special obligations of the Issuer
payable solely from and equally secured by a first lien on
and pledge of the "Pledged Revenues" (as such term is
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defined in the Ordinance) of the Issuer' s combined water and
sewer System.
*0113 ) THE ISSUER has reserved the right, subject to
the restrictions stated, and adopted by reference, in the
Ordinance authorizing the Bonds, to issue additional parity
revenue bonds which also may be made payable from, and
secured by a first lien on and pledge of, the aforesaid
Pledged Revenues and funds. For a more complete description
and identification of the revenues and funds pledged to the
payment of the Bonds, and other obligations of the Issuer
secured by and payable from the same source or sources as
the Bonds, reference is hereby made to the Ordinance.
*0E14) THE REGISTERED OWNER HEREOF shall never have
the right to demand payment of this obligation out of any
funds raised or to be raised by taxation.
*(¶15) IN ADDITION TO ALL OTHER RIGHTS, the holders of
this series of Bonds shall be subrogated to all pertinent
and necessary rights of the holders of the obligations being
refunded hereby.
( ¶16) IT IS HEREBY certified and covenanted that this
Bond has been duly and validly authorized, issued and
delivered; and that all acts, conditions and things required
or proper to be performed, exist and be done precedent to or
in the authorization, issuance and delivery of this Bond
have been performed, existed and been done in accordance
with law.
( S17) IN WITNESS WHEREOF, this Bond has been signed
with the imprinted or lithographed facsimile signature of
the Mayor of said Issuer, attested by the imprinted or
lithographed facsimile signature of the City Clerk, and the
official seal of said Issuer has been duly affixed to,
printed, lithographed or impressed on this Bond.
CITY OF WICHITA FALLS, TEXAS
By
Mayor
ATTEST:
City Clerk
(SEAL)
FORM OF PAYING AGENT/REGISTRAR' S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR' S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued
under the provisions of the Ordinance described on the face
of this Bond; and that this Bond has been issued in exchange
for or replacement of a bond, bonds, or a portion of a bond
or bonds of an issue which originally was approved by the
Attorney General of the State of Texas and registered by the
Comptroller of Public Accounts of the State of Texas.
Dated InterFirst Bank Dallas, N.A. ,
Dallas, Texas
Paying Agent/Registrar
By
Authorized Representative
9
* FORM OF ASSIGNMENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns
and transfers unto
Please insert Social Security or
Taxpayer Identification Number of Transferee
/ /
(Please print or typewrite name and address, including
zip code of Transferee)
the within Bond and all rights thereunder, and hereby
irrevocably constitutes and appoints
attorney to register the transfer of the within Bond on the
books kept for registration thereof, with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature( s) must NOTICE: The signature above
be guaranteed by a member must correspond with the name
firm of the New York Stock of the Registered Owner as it
Exchange or a commercial appears upon the front of this
bank or trust company. Bond in every particular,
without alteration or enlarge-
ment or any change whatsoever.
** (FORM OF COMPTROLLER' S CERTIFICATE ATTACHED TO
THE BONDS UPON INITIAL DELIVERY THEREOF)
OFFICE OF COMPTROLLER .
REGISTER NO.
STATE OF TEXAS
I hereby certify that there is on file and of record in
my office a certificate of the Attorney General of the State
of Texas to the effect that this Bond has been examined by
him as required by law, and that he finds that it has been
issued in conformity with the Constitution and laws of the
State of Texas, and that it is a valid and binding special
obligation of the City of Wichita Falls, Texas, payable in
the manner provided by and in the ordinance authorizing
same, and said Bond has this day been registered by me.
WITNESS MY HAND and seal of office at Austin, Texas
Comptroller of Public Accounts of
the State of Texas
(SEAL)
NOTE TO PRINTER:
*¶s to be on reverse side of bond
**T not to be on bond
Paragraph numbers are not to be printed on the Bonds
10
Section 7. DEFINITIONS. That, as used in this Ordi-
nance, the following terms shall have the meanings set forth
below, unless the text hereof specifically indicates other-
wise:
(a) The term "Accountant" shall mean a nationally
recognized independent certified public accountant, or an
independent firm of certified public acccountants.
(b) The term "Additional Priority Bonds" shall mean
the additional revenue bonds on a parity with the Series
1984 Bonds which the City reserves the right to issue in the
future, as provided in this Ordinance.
(c) The term "Average Annual Principal and Interest
Requirements" means that amount equal to the average annual
principal and interest requirements (including Amortization
Installments) of all Series 1984 Bonds, Additional Priority
Bonds, and Subordinate Lien Bonds, as the case may be,
outstanding. With respect to Additional Priority Bonds or
Subordinate Lien Bonds, as the case may be, that bear
interest at a rate which is not established at the time of
issuance at a single numerical rate, Average Annual
Principal and Interest Requirements shall be calculated by
(i) assuming that the interest rate for every 12-month
period on such bonds is equal to the rate of interest
reported in the most recently published edition of The Bond
Buyer (or its successor) at the time of calculation as the
Revenue Bond Index or, if such Revenue Bond Index is no
longer being maintained by The Bond Buyer (or its successor)
at the time of calculation, such interest rate shall be
assumed to be 80% of the rate of interest then being paid on
United States Treasury Obligations of like maturity, and
(ii ) that the principal of such bonds is amortized such that
annual debt service is substantially level over the
remaining stated life of the bonds.
(d) The term "Capital Additions" shall mean a reser-
voir or an interest therein, a water treatment plant or an
interest therein and a wastewater treatment plant or an
interest therein and associated transmission facilities with
respect to each and any combination thereof, which shall
become a part of the System.
(e) The term "Capital Improvements" shall mean any
capital extensions, improvements and additions to the System
other than Capital Additions.
(f) The term "City" shall mean the City of Wichita
Falls, in Wichita County, Texas.
(g) The term "Credit Obligation" shall mean, to the
extent permitted by law, any obligation of the City under a
contract, lease, installment sales agreement, or other
instrument, with another entity to make payments out of
revenues of the System for power, energy, water or other
property, services or commodities for the benefit of the
System, on a basis that such must be paid for whether or not
the same are made available, furnished or received and
whether or not the entity selling such services or commodi-
ties is amortizing its capital costs with such payments.
(h) The term "Engineer of Record" shall mean the
independent engineer or firm at the time employed by the
City to perform and carry out the duties imposed on such
engineer or firm by this Ordinance and having a favorable
reputation nationally for skill and experience in the
engineering of water and sewer systems of comparable size
and character as those forming parts of the System.
(i ) The term "Gross Revenues" shall mean all revenues,
income, and receipts of every nature derived or received by
11
•
the City from the operation and ownership of the System
(other than grants, contributions in aid of construction,
and meter deposits and amounts received pursuant to the
Water Supply Contract between the City and West Texas
Utilities dated January 1, 1977) , including the interest
income from the investment or deposit of money in any Fund
created by this Ordinance, or maintained by the City in
connection with the System.
(j ) The term "Net Revenues of the City' s Combined
Water and Sewer System", and "Net Revenues" shall mean all
Gross Revenues less Operating Expenses.
(k) The term "Operating Expenses" shall mean the
expenses of operation and maintenance of the System,
including all salaries, labor, materials, repairs, and
extensions necessary to render efficient service, provided,
however, that only such repairs and extensions, as in the
judgment of the City, reasonably and fairly exercised by the
passage of appropriate ordinances, are necessary to render
adequate service, or such as might be necessary to meet some
physical accident or condition which would otherwise impair
the Series 1984 Bonds and any Additional Priority Bonds or
Subordinate Lien Bonds. Operating Expenses shall include
the purchase of electric power, water and sewer services as
received from other entities and the expenses related
thereto, and, to the extent permitted by law, Operating
Expenses may include payments made on or in respect of
Credit Obligations. Depreciation, and payments from the
System Fund to other funds established in this Ordinance,
shall never be considered as expenses of operation and
maintenance.
( 1) The term "Paying Agent/Registrar" shall mean the
financial institution specified in Section 5(a) hereof, or
its herein permitted successors and assigns;
(m) The term "Pledged Revenues" shall mean
( 1) the Net Revenues, plus
(2 ) any additional revenues, income, re-
ceipts, or other resources, including, without
limitation, any grants, donations, or income
received or to be received from the United States
Government, or any other public or private source,
whether pursuant to an agreement or otherwise,
which hereafter are pledged to the payment of the
Series 1984 Bonds, Additional Priority Bonds and
Subordinate Lien Bonds.
(n) The term "Priority Bonds" shall mean the Series
1984 Bonds and any Additional Priority Bonds.
(o) The term "Prudent Utility Practice" shall mean any
of the practices, methods and acts, in the exercise of
reasonable judgment, in the light of the facts, including
but not limited to the practices, methods and acts engaged
in or approved by a significant portion of the public
utility industry prior thereto, known at the time the
decision was made, would have been expected to accomplish
the desired result at the lowest reasonable cost consistent
with reliability, safety and expedition. It is recognized
that Prudent Utility Practice is not intended to be limited
to the optimum practice, method or act at the exclusion of
all others, but rather is a spectrum of possible practices,
methods or acts which could have been expected to accomplish
the desired result at the lowest reasonable cost consistent
with reliability, safety and expedition. In the case of any
facility included in the System which is owned in common
with one or more other entities, the term "Prudent Utility
Practice" , as applied to such facility, shall have the
12
meaning set forth in the agreement governing the operation
of such facility.
(p) The term "Refunded Obligations" shall mean the
outstanding utilities system revenue bonds refunded with the
proceeds from the sale of the Series 1984 Bonds (and other
available cash) .
(q) The term "Series 1984 Bonds" shall mean the City
of Wichita Falls, Texas Water and Sewer Refunding Revenue
Bonds, Series 1984, authorized by this Ordinance.
(r) The term "Subordinate Lien Bond" shall mean all
revenue bonds which from time to time may hereafter be
issued and incurred in accordance with the provisions of
Section 21 hereof, and secured in whole or in part by a lien
on and pledge of the Pledged Revenues subordinate only to
the Priority Bonds.
(s) The term "Subordinated Obligations" shall mean any
bonds, notes, or other obligations issued pursuant to law
payable in whole or in part from the Pledged Revenues and
subordinate to the Series 1984 Bonds, Additional Priority
Bonds and Subordinate Lien Bonds.
(t) The term "System" shall mean and include the
City' s existing combined waterworks system and sewer system,
together with all future extensions, improvements,
enlargements, and additions thereto, and all replacements
thereof; provided that, notwithstanding the foregoing, and
to the extent now or hereafter authorized or permitted by
law, the term System shall not include any water or sewer
facilities which are declared by the City not to be a part
of the System and which are hereafter acquired or con-
structed by the City with the proceeds from the issuance of
"Special Facilities Bonds" , which are hereby defined as
being special revenue obligations of the City which are not
secured by or payable from the Pledged Revenues, but which
are secured by and payable solely from special contract
revenues or payments received from the System, any other
legal entity, or any combination thereof, in connection with
such facilities; and such revenues or payments shall not be
considered as or constitute Gross Revenues of the System,
unless and to the extent otherwise provided in the ordinance
or ordinances authorizing the issuance of such "Special
Facilities Bonds" .
(u) The term "Value of Investment Securities" and
words of like import shall mean the amortized value thereof,
provided, however, that all United States of America, United
States Treasury Obligations--State and Local Government
Series shall be valued at par and those obligations which
are redeemable at the option of the holder shall be valued
at the price at which such obligations are then redeemable.
The computations made under this paragraph shall include
accrued interest on the investment securities paid as a part
of the purchase price thereof and not collected. For the
purposes of this definition "amortized value" , when used
with respect to a security purchased at par means the
purchase price of such security and when used with respect
to a security purchased at a premium above or discount below
par, means as of any subsequent date of valuation, the value
obtained by dividing the total premium or discount by the
number of interest payment dates remaining to maturity on
any such security after such purchase and by multiplying the
amount as calculated by the number of interest payment dates
having passed since the date of purchase and ( i ) in the case
of a security purchased at a premium, by deducting the
product thus obtained from the purchase price, and (ii ) in
the case of a security purchased at a discount, by adding
the product thus obtained to the purchase price .
13
(v) The term "Year" shall mean the regular fiscal year
used by the City in connection with the operation of the
System, which may be any twelve consecutive months period
established by the City.
Section 8. PLEDGE. That the Series 1984 Bonds and any
Additional Priority Bonds are and shall be secured by and
payable from a first lien on and pledge of the Pledged Reve-
nues including such revenues within the System Fund and the
funds hereinafter created in this Ordinance; and the Pledged
Revenues are further pledged to the establishment and
maintenance of the Debt Service Fund and the Reserve Fund as
hereinafter provided. The Series 1984 Bonds and any Addi-
tional Priority Bonds are and will be secured by and payable
only from the Pledged Revenues, and are not secured by or
payable from a mortgage or deed of trust on any properties,
whether real, personal, or mixed, constituting the System.
Section 9 . SYSTEM FUND. That there is hereby created
and there shall be established and maintained on the books
of the City, and accounted for separate and apart from all
other funds of the City, a special fund to be entitled the
"City of Wichita Falls Water and Sewer Fund" (the "System
Fund" ) . All Gross Revenues shall be credited to the System
Fund immediately upon receipt, unless otherwise provided in
this Ordinance. All current expenses of operation and
maintenance of the System shall be paid from such Gross
Revenues credited to the System Fund as a first charge
against same. Before making any deposits hereinafter
required to be made from the System Fund, the City shall
retain in the System Fund at all times an amount at least
equal to one-sixth of the amount budgeted for the then
current fiscal year for the current operation and
maintenance expenses of the System.
Section 10. DEBT SERVICE FUND. (a) That for the sole
purpose of paying the principal amount of, premium, if any,
and interest on all Series 1984 Bonds, and any Additional
Priority Bonds or Subordinate Lien Bonds, as the same come
due, there is hereby created and there shall be established
and maintained on the books of the City a separate fund to
be entitled the "City of Wichita Falls, Texas Water and
Sewer Revenue Bonds Debt Service Fund" (hereinafter called
the "Debt Service Fund" ) . Monies in said Fund shall be
deposited and maintained in an official depository bank of
the City.
(b) That within the Debt Service Fund there is hereby
established the Capitalized Interest Account. The proceeds
of Priority Bonds and Subordinate Lien Bonds representing
Capitalized Interest may be deposited into the Capitalized
Interest Account. On or before the day next preceding any
interest payment date of bonds for which any interest has
been capitalized, the City shall use the monies in the
Capitalized Interest Account to pay such interest to
extent of the amounts therein representing such capitalized
interest.
Section 11 . RESERVE FUND. That there is hereby
created and there shall be established and maintained on the
books of the City a separate fund to be entitled the "City
of Wichita Falls, Texas Water and Sewer Revenue Bonds
Reserve Fund" (hereinafter called the "Reserve Fund" ) .
Monies in said Fund shall be used solely for the purpose of
retiring the last of any Series 1984 Bonds, Additional
Priority Bonds or Subordinate Lien Bonds as they become due
or paying principal of and interest on any Series 1984
Bonds, Additional Priority Bonds or Subordinate Lien Bonds
when and to the extent the amounts in the Debt Service Fund
are insufficient for such purpose. The Reserve Fund shall
be maintained in an amount equal to the Average Annual Prin-
cipal and Interest Requirements of the outstanding Series
14
1984 Bonds, Additional Priority Bonds and Subordinate Lien
Bonds (the "Required Amount" ) . Concurrently with the
delivery of the Series 1984 Bonds to the purchasers thereof
the City shall deposit to the credit of the Reserve Fund,
from the proceeds of the Series 1984 Bonds, and from other
available sources, the amount of $2, 000, 000. Commencing
February 1, 1985 and on the first day of each month
thereafter through January 1, 1987 or such earlier date on
which the Reserve Fund contains the Required Amount the City
shall deposit to the credit of the Reserve Fund an amount
equal to 1/24th of the difference between $2,000, 000 and the
Required Amount. Upon the issuance of Additional Priority
Bonds or Subordinate Lien Bonds the monies in the Reserve
Fund shall be increased to the newly established Required
Amount. The City may, at its option, withdraw and transfer
to the System Fund, all surplus in the Reserve Fund over the
Required Amount. Monies in said Fund shall be deposited and
maintained in an official depository bank of the City.
Section 12 . SUBORDINATE OBLIGATIONS FUND. That there
is hereby created and there shall be established and main-
tained on the books of the City a separate fund to be
entitled the "City of Wichita Falls, Texas Water and Sewer
Revenue Bonds Subordinated Obligations Fund" (herein defined
as the "Subordinated Obligations Fund" ) . Monies in said
Fund shall be maintained in an official depository bank of
the City. Monies in the Subordinated Obligations Fund shall
be withdrawn to pay the principal of and interest on Sub-
ordinated Obligations and shall be paid over to the Paying
Agent/Registrar to make the payments required in clauses (a)
and (b) of Section 16 in the event that monies are not
available in the System Fund for that purpose.
Section 13 . INVESTMENTS. That money in any Fund
established pursuant to this Ordinance may, at the option of
the City, be (A) placed in time deposits or certificates of
deposit which (to the extent not insured by the Federal
Deposit Insurance Corporation) are secured by obligations of
the type described in (B) hereinbelow, or (B) invested,
including investments held in book-entry form, in (i) direct
obligations of the United States of America, (ii )
obligations guaranteed or insured by the United States of
America, which, in the opinion of the Attorney General of
the United States, are backed by its full faith and credit
or represent its general obligations, or, (iii ) to the
extent permitted by law, evidences of indebtedness and
repurchase agreements issued, insured or guaranteed by such
governmental agencies as the Federal Land Banks, Federal
Intermediate Credit Banks, Banks for Cooperatives, Federal
Home Loan Banks, Government National Mortgage Association,
United States Postal Service, Farmers Home Administration,
Federal Home Loan Mortgage Association; provided that all
money required to be expended from any Fund will be avail-
able at the proper time or times. Money in the Reserve Fund
shall not be invested in securities maturing later than the
final maturity of the Priority Bonds and Subordinate Lien
Bonds. If monies in a Fund herein established are permitted
to be invested the value of any such Fund shall be
established by adding the monies therein to the Value of
Investment Securities. ' The value of each such Fund shall be
established annually during the last month of each Year and
in addition thereto, with respect to the Reserve Fund, value
shall be established within thirty days prior to the
issuance of Priority Bonds or Additional Bonds and at the
time or times withdrawals are made therefrom. Such
investments shall be sold promptly when necessary to prevent
any default in connection with the Priority Bonds or
Subordinate Lien Bonds.
Section 14. FUNDS SECURED. That monies in the System
Fund and all Funds created by this Ordinance, to the extent
15
not invested, shall be secured in the manner prescribed by
law for securing funds of the City.
Section 15 . APPLICATION OF SERIES 1984 BOND PROCEEDS.
Concurrently with the delivery of the Series 1984 Bonds, the
proceeds thereof shall be applied in the various amounts and
for the purposes described in a certificate of the City, to
be delivered by the City upon delivery of the Series 1984
Bonds.
Section 16. FLOW OF FUNDS. That all monies in the
System Fund not required for paying Operating Expenses
during each month shall be applied by the City, on or before
the 25th day of the following month, commencing during the
months and in the order of priority with respect to the
Funds and Accounts that such applications are hereinafter
set forth in this Section.
(a) Debt Service Fund - To the credit of the Debt
Service Fund without priority among the deposits except that
the deposits set forth in (1) , (2) and (3) shall have
priority over the other deposits in this paragraph (a) ,
to-wit:
(1) such amounts, deposited in approximately
equal monthly installments, commencing during the month
in which the Priority Bonds are delivered, or the month
thereafter if delivery is made after the 25th day
thereof, as will be sufficient, together with other
amounts, if any, in the Debt Service Fund available for
such purpose, to pay the interest scheduled to come due
on Priority Bonds on the next succeeding interest
payment date;
(2) such amounts, deposited in approximately
equal monthly installments, commencing during the month
which shall be the later to occur of, (i ) the twelfth
month before the first maturity date of Priority Bonds,
or (ii ) the month in which Priority Bonds are deliv-
ered, or the month thereafter if delivery is made after
the 25th day thereof, as will be sufficient, together
with other amounts, if any, in the Debt Service Fund
available for such purpose, to pay the principal
scheduled to mature on Priority Bonds on the next
succeeding principal payment date;
(3 ) such amounts, deposited in approximately
equal monthly intallments, commencing during the month
which the Subordinate Lien Bonds are delivered, or the
month thereafter if delivery is made after the 25th day
thereof, as will be sufficient, together with other
amounts, if any, in the Debt Service Fund available for
such purpose, to pay the interest scheduled to come due
on the Subordinate Lien Bonds on the next succeeding
interest payment date;
(4) such amounts, deposited in approximately
equal monthly installments, commencing during the month
which shall be the later to occur of, (i ) the twelfth
month before the first maturity date of the Subordinate
Lien Bonds, or (ii ) the month during which the
Subordinate Lien Bonds are delivered, or the month
thereafter if delivery is made after the 25th day
thereof, as will be sufficient, together with other
amounts, if any, in the Debt Service Fund available for
such purpose, to pay the principal scheduled to mature
on the Subordinate Lien Bonds and any Additional Bonds
on the next succeeding principal payment date; and
(b) Reserve Fund. When and so long as the sum of
money and the Value of Investment Securities in the Reserve
Fund are not less than the Required Amount, no deposits need
16
be made to the credit of the Reserve Fund. When and if the
Reserve Fund at any time contains less than the Required
Amount due to any cause or condition other than the issuance
of Priority Bonds or Subordinate Lien Bonds, then, subject
and subordinate to making the required deposits to the
credit of the Debt Service Fund, commencing with the month
during which such deficiency occurs, such deficiency shall
be made up from the next available Pledged Revenues, or from
any other sources available for such purpose. If the
Reserve Fund contains less than the Required Amount due to
the issuance of Priority Bonds or Subordinate Lien Bonds
deposits shall be made to the Reserve Fund commencing during
the month and in the amounts required by Section 11 .
(c) Subordinate Obligations Fund. Commencing during
the month Subordinated Obligations are delivered, or the
month thereafter if delivery is made after the 25th day
thereof, the City shall deposit to the credit of the
Subordinated Obligations Fund the amount in cash accruing in
such calendar month for payment of the debt service
requirements on any Subordinated Obligations. Such payments
shall be subordinate and junior in right of payment to the
payment of principal of and premium, if any, and interest on
the Priority Bonds or Subordinate Lien Bonds.
(d) Surplus. The balance of any monies remaining in
the System Fund following such transfers shall be used by
the City for any lawful purpose.
Section 17 . DEFICIENCIES. That if on any occasion
there shall not be sufficient Pledged Revenues to make the
deposits and other applications of monies required by
Section 17 with respect to the various Funds as provided
therein, any such deficiencies shall be made up (in the
order that each such Fund is provided for in Section 16) as
soon as possible from the next available Pledged Revenues,
or from any other sources available for such purpose.
Section 18. PAYMENT OF SERIES 1984 BONDS AND ADDI-
TIONAL PRIORITY BONDS. That on or before August 1, 1985,
and semiannually on or before each February 1 and August 1
thereafter while any of the Series 1984 Bonds or Additional
Priority Bonds are outstanding and unpaid, the City shall
make available to the Paying Agent/Registrar therefor, out
of the Debt Service Fund (and the other funds, if necessary,
in the order of priority set forth herein) monies sufficient
to pay such interest on and such principal amount of the
Series 1984 Bonds and Additional Priority Bonds as shall
become due and mature on such dates, respectively, at
maturity or by redemption prior to maturity. The Paying
Agent/Registrar shall destroy all paid Series 1984 Bonds and
Additional Priority Bonds and furnish the City with an
appropriate certificate of cancellation or destruction.
Section 19 . FINAL DEPOSITS; GOVERNMENT OBLIGATIONS.
(a) That any Priority Bond shall be deemed to be paid,
retired and no longer outstanding within the meaning of this
Ordinance when payment of the principal amount of,
redemption premium, if any, on such Priority Bond, plus
interest thereon to the due date thereof (whether such due
date be by reason of maturity, upon redemption, or other-
wise) either ( i ) shall have been made in accordance with the
terms thereof or (ii ) shall have been provided for by ir-
revocably depositing with, or making available to, a paying
agent (or escrow agent) therefor, in trust and irrevocably
set aside exclusively for such payment, ( 1 ) money sufficient
to make such payment or (2) Government Obligations, as
hereinafter defined in this Section, certified by an inde-
pendent public accounting firm of national reputation, to
mature as to principal and interest in such amounts and at
such times as will insure the availability, without rein-
vestment, of sufficient money to make such payment, and all
17
necessary and proper fees, compensation, and expenses of
such paying agent pertaining to the Priority Bonds with
respect to which such deposit is made shall have been paid
or the payment thereof provided for (and irrevocable
instructions shall have been given by the City to such
paying agent of such bonds to give notice of such redemption
in the manner required by the ordinance or ordinances
authorizing the issuance of such bonds) to the satisfaction
of such paying agent. Such paying agent shall give notice
to each registered owner of any Priority Bond that such
deposit as described above has been made, in the same manner
as described in Section 3 . In addition, in connection with
a defeasance, such paying agent shall give notice of
redemption, if necessary, to the registered owners of any
Priority Bonds in the manner described in such Priority
Bonds and as directed in the redemption instructions
delivered by the City to such paying agent. At such time as
a Priority Bond shall be deemed to be paid hereunder, as
aforesaid, it shall no longer be secured by or entitled to
the benefit of this Ordinance or a lien on and pledge of the
Pledged Revenues, and shall be entitled to payment solely
from such money or Government Obligations.
(b) That any moneys so deposited with a paying agent
(or escrow agent) may, at the direction of the City, also be
invested in Government Obligations, maturing in the amounts
and times as hereinbefore set forth, and all income from all
Government Obligations in the hands of the paying agent
pursuant to this Section which is not required for the
payment of the Priority Bonds, the redemption premium, if
any, and interest thereon, with respect to which such money
has been so deposited, shall be remitted to the City for
deposit into the System Fund.
(c) That the City covenants that no deposit will be
made or accepted under clause (a) (ii ) of this Section and no
use made of any such deposit which would cause the Series
1984 Bonds or any Additional Bonds to be treated as
arbitrage bonds within the meaning of Section 103 (c) of the
Internal Revenue Code of 1954, as amended.
(d) That for the purpose of this Section, the term
"Government Obligations" shall mean direct obligations of
the United States of America, including obligations the
principal of and interest on which are unconditionally
guaranteed by the United States of America.
(e) Except as provided in clause (b) of this Section,
all money or Government Obligations set aside and held in
trust pursuant to the provisions of this Section for the
payment of Priority Bonds, the redemption premium, if any,
and interest thereon, shall be applied solely to and used
solely for the payment of such Priority Bonds, the
redemption premium, if any, and interest thereon.
Section 20. ISSUANCE OF PRIORITY AND SUBORDINATE LIEN
BONDS. ( a) That subject to the provisions hereinafter
appearing as conditions precedent which must first be
satisfied, the City reserves the right to issue, from time
to time as needed, Priority Bonds and Subordinate Lien
Bonds, either or both, for any lawful purpose relating to
the System. Such Priority Bonds and Subordinate Lien Bonds
may be issued in such form and manner as now or hereafter
authorized by the laws of the State of Texas for the issu-
ance of evidences of indebtedness or other instruments, and
should new methods or financing techniques be developed that
differ from those now available Viand in normal use, the City
reserves the right to employ the same in its financing
arrangements provided only that the same conditions pre-
cedent herein required for the authorization and issuance of
Priority Bonds and Subordinate Lien Bonds are satisfied.
18
I
(b) That the Debt Service Fund and the Reserve Fund
established by this Ordinance shall secure and be used to
pay all Priority Bonds and Subordinate Lien Bonds as well as
the Series 1984 Bonds. Upon the issuance and delivery of
Priority Bonds or Subordinate Lien Bonds, the additional
amount required to be deposited in the Reserve Fund shall be
so accumulated by the deposit in the Reserve Fund of all or
any part of said required additional amount in cash
immediately after the delivery of such Priority Bonds or
Subordinate Lien Bonds, or, at the option of the City, by
the deposit of said required additional amount (or any
balance of said required additional amount not deposited in
cash as permitted above) in approximately equal monthly
installments, made on or before the 25th day of each month
following the delivery of such Priority Bonds or Subordinate
Lien Bonds, of not less than 1/60 of said required
additional amount (or 1/60 of the balance of said required
additional amount not deposited in cash as permitted above) .
(c) That all calculations of Average Annual Principal
and Interest Requirements made pursuant to this Section
shall be made as of and from the date of the Priority Bonds
or Subordinate Lien Bonds then proposed to be issued.
(d) That the principal of all Priority Bonds or
Subordinate Lien Bonds (except such obligations scheduled to
mature within twelve months from the date of issuance
thereof) must be scheduled to be paid or mature on August 1
of the years in which such principal is scheduled to be paid
or mature; and all interest thereon must be payable on
February 1 and August 1 .
Section 21 . FURTHER REQUIREMENTS FOR PRIORITY BONDS OR
SUBORDINATE LIEN BONDS. (a) Conditions Precedent for
Issuance of Priority Bonds and Subordinate Lien Bonds -
General . That as a condition precedent to the issuance of
any Priority Bonds or Subordinate Lien Bonds, the City
Manager (or other officer of the City then having the
responsibility for the financial affairs of the City) shall
have executed a certificate stating (i ) that the City is not
then in default as to any covenant, obligation or agreement
contained in any ordinance or other proceeding relating to
any obligations of the City payable from and secured by a
lien on and pledge of the Pledged Revenues, and (ii ) all
payments into all funds or accounts created and established
for the payment and security of all outstanding obligations
payable from and secured by a lien on and pledge of the
Pledged Revenueshave been made in full and that the amounts
on deposit in such funds or accounts are the amounts then
required to be deposited therein. Such certificate shall be
dated as of the date of delivery of such Priority Bonds or
Subordinate Lien Bonds.
(b) Conditions Precedent for Issuance of Priority
Bonds and Subordinate Lien Bonds - Capital Improvements and
for any other lawful purpose except for Capital Additions or
for refunding. Except as otherwise provided in clause (c)
of this Section, the City covenants and agrees that neither
Priority Bonds nor Subordinate Lien Bonds will be issued for
the purpose of financing Capital Improvements, or for any
other lawful purpose (except for Capital Additions or for
refunding, which are to be issued in accordance with the
provisions of clauses (d) , (e) or (f) of this Section)
unless and until the conditions precedent in clause (a)
above have been satisfied and, in addition thereto, the City
has secured:
(i ) for the issuance of Priority Bonds, a certificate
or opinion of the Accountant to the effect that, according
to the books and records of the City, the Net Earnings
(hereafter defined) for the preceding Year or for 12 con-
secutive months out of the 15 months immediately preceding
19
the month the ordinance authorizing the Priority Bonds is
adopted are at least equal to the sum of (1) 1 . 10 times the
Average Annual Principal and Interest Requirements for any
Subordinate Lien Bonds outstanding (except Priority Bonds)
that are payable from and secured by a lien on and pledge of
the Pledged Revenues of the System, and (2) 1.25 times the
Average Annual Principal and Interest Requirements for all
outstanding Priority Bonds after giving effect to the
' Priority Bonds then proposed. In making a determination of
the Net Earnings, the Accountant may take into consideration
a change in the rates and charges for services and
facilities afforded by the System that became effective at
least sixty (60) days prior to the last day of the period
for which Net Earnings are determined and, for purposes of
satisfying the above Net Earnings test, make a pro forma
determination of the Net Earnings for the period of time
covered by his certification or opinion based on such change
in rates and charges being in effect for the entire period
covered by the Accountant' s certificate or opinion; or
(ii ) for the issuance of Subordinate Lien Bonds, a
certificate or opinion of the Accountant to the effect that,
according to the books and records of the City, the Net
Earnings for the preceding Year or for 12 consecutive months
out of the 15 months immediately preceding the month the
ordinance authorizing the Subordinate Lien Bonds is adopted
are at least equal to the sum of ( 1) 1. 10 times the Average
Annual Principal and Interest Requirements for the
Subordinate Lien Bonds outstanding (except Priority Bonds)
that are payable from and secured by a lien on and pledge of
the Pledged Revenues of the System, including Subordinate
Lien Bonds then proposed and (2 ) 1 .25 times the Average
Annual Principal and Interest Requirements for all
outstanding Priority Bonds. In making a determination of
the Net Earnings, the Accountant may take into consideration
a change in the rates and charges for services and facili-
ties afforded by the System that became effective at least
sixty (60) days prior to the last day of the period for
which Net Earnings are determined and, for purposes of
satisfying the above Net Earnings test, make a pro forma
determination of the Net Earnings of the System for the
period of time covered by his certification or opinion based
on such change in rates and charges being in effect for the
entire period covered by the Accountant' s certificate or
opinion.
As used in this Section, the term "Net Earnings" shall
mean the Gross Revenues of the System after deducting the
Operating Expenses of the System, but not expenditures
which, under standard accounting practice, should be charged
to capital expenditures.
(c) The City covenants and agrees that neither
Priority Bonds nor Subordinate Lien Bonds may be issued for
the purpose of financing Capital Improvements when ot" ,r
outstanding Priority Bonds or Subordinate Lien Bonds have
been issued for Capital Additions and capitalized interest
for such other Priority Bonds or Subordinate Lien Bonds has
been provided for at least the twelve months subsequent to
the date of issuance of the new Priority Bonds or
Subordinate Lien Bonds being issued, unless the conditions
precedent in clause (a) above have been satisfied and, in
addition thereto, the City has either ( 1) complied with the
conditions of clause (b) of this Section, or (2 ) has
satisfied the conditions precedent in clauses (d) (i ) and
(d) (ii ) of this Section (but, for purposes of such clauses,
the term Capital Improvements shall be substituted for the
term Capital Additions where the term Capital Additions
appears therein to the extent necessary to give recognition
to the fact that Capital Improvements, rather than Capital
Additions, are then to be financed) and has secured:
20
> (i ) for the issuance of Priority Bonds, a certificate
or opinion of the Accountant to the effect that, according
to the books and records of the City, the Net Earnings
(hereafter defined) for the preceding year or for 12 con-
secutive months out of the 15 months immediately preceding
the month the ordinance authorizing the Priority Bonds is
adopted are at least equal to the sum of (a) 1. 10 times the
Average Annual Principal and Interest Requirements for the
Subordinate Lien Bonds outstanding other than any
Subordinate Lien Bonds issued for Capital Additions for
which capitalized interest has been provided for at least
the twelve months subsequent to the date of issuance of the
new Priority Bonds being issued that are payable from and
secured by a lien on and pledge of the Pledged Revenues of
the System, and (b) 1.25 times the Average Annual Principal
and Interest Requirements for all outstanding Priority Bonds
other than any Priority Bonds issued for Capital Additions
for which capitalized interest has been provided for at
least the twelve months subsequent to the date of issuance
of the new Priority Bonds being issued after giving effect
to the Priority Bonds then proposed. In making a
determination of the Net Earnings, the Accountant may take
into consideration a change in the rates and charges for
services and facilities afforded by the System that became
effective at least sixty (60) days prior to the last day of
the period for which Net Earnings are determined and, for
purposes of satisfying the above Net Earnings test, make a
pro forma determination of the Net Earnings for the period
of time covered by his certification or opinion based on
such change in rates and charges being in effect for the
entire period covered by the Accountant' s certificate or
opinion; or
( ii ) for the issuance of Subordinate Lien Bonds, a
certificate or opinion of the Accountant to the effect that,
according to the books and records of the City, the Net
Earnings for the preceding Year or for 12 consecutive months
out of the 15 months immediately preceding the month the
ordinance authorizing the Subordinate Lien Bonds is adopted
are at least equal to the sum of (a) 1 . 10 times the Average
Annual Principal and Interest Requirement for the
Subordinate Lien Bonds outstanding other than any
Subordinate Lien Bonds issued for Capital Additions for
which capitalized interest has been provided for at least
twelve months subsequent to the date of issuance of the new
Subordinate Lien Bonds being issued that are payable from
and secured by a lien on and pledge of the Pledged Revenues
of the System, including Subordinate Lien Bonds then
proposed and (b) 1 .25 times the Average Annual Principal and
Interest Requirements for all outstanding Priority Bonds
other than any Priority Bonds issued for Capital Additions
for which capitalized interest has been provided for at
least twelve months subsequent to the date of the new
Subordinate Lien Bonds being issued. In making a
determination of the Net Earnings, the Accountant may take
into consideration a change in the rates and charges for
services and facilities afforded by the System that became
effective at least sixty (60) days prior to the last day of
the period for which Net Earnings are determined and, for
purposes of satisfying the above Net Earnings test, make a
pro forma determination of the Net Earnings of the System
for the period of time covered by his certification or
opinion based on such change in rates and charges being in
effect for the entire period covered by the Accountant' s
certificate or opinion.
(d) Conditions Precedent for Issuance of Priority
Bonds or Subordinate Lien Bonds - Capital Additions:
Initial Issue. The City covenants and agrees that neither
Priority Bonds nor Subordinate Lien Bonds will be issued for
the purpose of financing Capital Additions, unless the same
conditions precedent specified in clause (a) above have been
21
satisfied and, in addition thereto, the conditions precedent
specified in clause (b) above are satisfied or, in the
alternative, the City shall have obtained:
(i ) from the Engineer of Record a comprehensive
Engineering Report for each Capital Addition to be
financed, which report shall (A) contain ( 1) detailed
estimates of the cost of acquiring and constructing the
Capital Addition, (2) the estimated date the acquisi-
tion and construction of the Capital Addition will be
completed and commercially operative, and (3 ) a
detailed analysis of the impact of the Capital Addition
on the financial operations of the system for which the
Capital Addition is to be integrated and to the System
as a whole during the construction thereof and for at
least five Years after the date the Capital Addition
becomes commercially operative, and (B) conclude that
( 1) the Capital Addition is necessary and will substan-
tially increase the capacity, or is needed to replace
existing facilities, to meet current and projected
demands for the service or product to be provided
thereby, and (2 ) the estimated cost of providing the
service or product from the Capital Addition will be
reasonable in comparison with projected costs for
furnishing such service or product from other reason-
ably available sources; and
(ii ) a certificate of the Engineer of Record to
the effect that, based on the Engineering Report
prepared for each Capital Addition, the projected Net
Earnings for each of the five years subsequent to the
date the Capital Addition becomes commercially
operative ( as estimated in the Engineering Report) will
be equal to at least the sum of (A) 1 .25 times the
Average Annual Principal and Interest Requirements for
Priority Bonds then outstanding or incurred and all
Priority Bonds estimated to be issued, if any, for all
Capital Improvements and for all Capital Additions then
in progress or then being initiated, during the period
from the date the first series of obligations for the
Capital Additions is to be delivered through the fifth
year subsequent to the date the Capital Addition is
estimated to become commercially operative, and (B)
1 . 10 times the Average Annual Principal and Interest
Requirements for Subordinate Lien Bonds (other than
Priority Bonds) payable from the Pledged Revenues,
which are then outstanding or incurred and all
Subordinate Lien Bonds estimated to be issued, if any,
for all Capital Improvements and for all Capital
Additions then in progress or then being initiated,
during the period from the date the first series of
obligations for the Capital Addition is to be delivered
through the fifth year subsequent to the date the
Capital Addition is estimated to become commercially
operative.
(e) Subsequent Issues. Once a Capital Addition has
been initiated by meeting the conditions precedent specified
in clauses (d) (i ) and (d) (ii ) above and the initial Priority
Bonds or Subordinate Lien Bonds delivered therefor, the City
reserves the right to issue Priority Bonds and Subordinate
Lien Bonds, as the case may be, to finance the remaining
costs of such Capital Addition in such amounts as may be
necessary to complete the acquisition and construction
thereof and make the same commercially operative without
satisfaction of any condition precedent under clauses (d) (i )
and (d) ( ii ) or clause (b) of this Section but subject to
satisfaction of the following conditions precedent:
(i ) the City makes a forecast (the "Forecast" ) of
the operations of the System demonstrating the System' s
ability to pay all obligations, payable from the
22
•
Pledged Revenues of the System to be outstanding after
the issuance of the Priority Bonds or Subordinate Lien
Bonds then being issued for the period (the "Forecast
Period" ) of each ensuin g year through the fifth year
subsequent to the latest estimated date such Capital
Addition is expected to be commercially operative, and
(ii ) the Engineer of Record reviews such Forecast
and executes a certificate to the effect that such
Forecast is reasonable, and based thereon (and such
other factors deemed to be relevant) , the Pledged
Revenues of the System will be adequate to pay all the
obligations, payable from the Pledged Revenues of the
System to be outstanding after the issuance of the
Priority Bonds or Subordinate Lien Bonds then being
issued for the Forecast Period.
(f) The City reserves the right to issue refunding
bonds to refund all or any part of the outstanding Priority
Bonds or Subordinate Lien Bonds (pursuant to any law then
available) , upon such terms and conditions as the City
Council of the City may deem to be in the best interest of
the City and its inhabitants, and if less than all such
outstanding Priority Bonds or Subordinate Lien Bonds are
refunded, the conditions precedent prescribed (for the
issuance of Priority Bonds or Subordinate Lien Bonds) set
forth in clauses (a) and (b) of this Section shall be
satisfied and the Accountant' s certificate or opinion
required by clause (b) shall give effect to the issuance of
the proposed refunding bonds (and shall not give effect to
the Priority Bonds or Subordinate Lien Bonds being refunded
following their cancellation or provision being made for
their payment) . No Accountant' s certificate otherwise
required by clause (b) will be required for refunding bonds,
after giving effect to such proposed refunding, if there is
no increase in debt service for any Year before or including
any Year in which there will be debt service on Priority
Bonds or Subordinate Lien Bonds outstanding both before and
after such refunding and any such refunding bond does not
have a lien on Pledged Revenues superior to the obligation
which it refunds .
(g) With reference to Priority Bonds and Subordinate
Lien Bonds anticipated and estimated to be issued or
incurred, the Average Annual Principal and Interest
Requirements therefor shall be those reasonably estimated
and computed by the City' s Director of Finance (or other
officer of the City then having the primary responsibility
for the financial affairs of the City) . In the preparation
of the Engineering Report required in clause (d) (i ) above,
the Engineer of Record may rely on other experts or profes-
sionals, including those in the employment of the City,
provided such Engineering Report discloses the extent of
such reliance and concludes it is reasonable so to rely. In
connection with the issuance of Subordinate Lien Bonds or
Priority Bonds for Capital Additions, the certificate of the
City' s Director of Finance and Engineer of Record, together
with the Engineering Report for the initial issue and the
Forecast for a subsequent issue, shall be conclusive
evidence and the only evidence required to show compliance
with the provisions and requirements and this clause of this
Section.
(h) Priority Bonds or Subordinate Lien Bonds for
Capital Additions may be combined in a single issue with
Priority Bonds or Subordinate Lien Bonds, as the case may
be, for Capital Improvements or for any lawful purpose
provided the conditions precedent set forth in clauses (b)
through ( f) are complied with as the same relate to the
appropriate purpose.
23
.
• (i ) The City may, at any time and from time to time,
for any lawful purpose, issue Subordinated Obligations, the
principal of and redemption premium, if any, and interest on
which is payable from and secured by a pledge of and lien on
the Pledged Revenues junior and subordinate to the lien and
pledge created hereby for the security of the Priority Bonds
and Subordinate Lien Bonds, the payments required to be made
hereunder into the Debt Service Fund, the Reserve Fund and
the retained amount of Operating Expenses in accordance with
Section 18(c) ; provided, however, that any such pledge and
lien securing the Subordinated Obligations shall be, and
shall be expressed to be, subordinate in all respects to the
pledge of and lien on the Pledged Revenues as security for
the Priority Bonds and Subordinate Lien Bonds.
Section 22 . GENERAL COVENANTS. That the City further
covenants and agrees that in accordance with and to the
extent required or permitted by law:
(a) PERFORMANCE. It will faithfully perform at all
times any and all covenants, undertakings, stipulations, and
provisions contained in this Ordinance, and each ordinance
authorizing the issuance of Priority Bonds or Subordinate
Lien Bonds, and in each and every Priority Bond and
Subordinate Lien Bond; it will promptly pay or cause to be
paid the principal amount of and interest on every Priority
Bond and Subordinate Lien Bond, on the dates and in the
places and manner prescribed in such ordinances and Priority
Bonds or Subordinate Lien Bonds; and it will, at the time
and in the manner prescribed, deposit or cause to be
deposited the amounts required to be deposited into the
System Fund and the Funds herein created; and any registered
"owner of any Priority Bond or Subordinate Lien Bond may
require the City, its officials and employees to carry out,
respect or enforce the covenants and obligations of this
Ordinance, . or any ordinance authorizing the issuance of
Priority Bonds or Subordinate Lien Bonds, by all legal and
equitable means, including specifically, but without
limitation, the use and filing of mandamus proceedings, in
any court of competent jurisdiction, against the City, its
officials and employees.
(b) CITY' S LEGAL AUTHORITY. It is a duly created and
existing home rule city of the State of Texas, and is duly
authorized under the laws of the State of Texas to issue the
Series 1984 Bonds; that all action on its part for the
issuance of the Series 1984 Bonds has been duly and effec-
tively taken, and that the Series 1984 Bonds in the hands of
the owners thereof are and will be valid and enforceable
special obligations of the City in accordance with their
terms.
(c) ACQUISITION AND CONSTRUCTION; OPERATION AND
MAINTENANCE. ( 1) The City shall use its best efforts in
accordance with Prudent Utility Practice to acquire and
construct, or cause to be acquired and constructed, any
Capital Additions or Capital Improvements, in accordance
with the plans and specifications therefor, as modified from
time to time with due diligence and in a sound and
economical manner; and (2 ) the City shall at all times use
its best efforts to operate or cause to be operated the
System properly and in an efficient manner, consistent with
Prudent Utility Practice, and shall use its best efforts to
maintain, preserve, reconstruct and keep the same or cause
the same to be so maintained, preserved, reconstructed and
kept, with the appurtenances and every part and parcel
thereof, in good repair, working order and condition, and
shall from time to time make, or use its best efforts to
cause to be made, all necessary and proper repairs,
replacement and renewals so that at all times the operation
of the System may be properly and advantageously conducted.
24
• r • • •
(d) TITLE. It has or will obtain lawful title,
whether such title is in fee or lesser interest, to the
lands, buildings, structures and facilities constituting the
System, that it warrants that it will defend the title to
all the aforesaid lands, buildings, structures and facili-
ties, and every part thereof, for the benefit of the owners
of the Priority Bonds and Subordinate Lien Bonds, against
the claims and demands of all persons whomsoever, that it is
lawfully qualified to pledge the Pledged Revenues to the
payment of the Priority Bonds and Subordinate Lien Bonds in
the manner prescribed herein, and has lawfully exercised
such rights.
(e) LIENS. It will from time to time and before the
same become delinquent pay and discharge all taxes, assess-
ments and governmental charges, if any, which shall be
lawfully imposed upon it, or the System; it will pay all
lawful claims for rents, royalties, labor, materials and
supplies which if unpaid might by law become a lien or
charge thereon, the lien of which would be prior to or
interfere with the liens hereof, so that the priority of the
liens granted hereunder shall be fully preserved in the
manner provided herein, and it will not create or suffer to
be created any mechanic ' s, laborer' s, materialman' s or other
lien or charge which might or could be prior to the liens
hereof, or do or suffer any matter or thing whereby the
liens hereof might or could be impaired; provided however,
that no such tax, assessment or charge, and that no such
claims which might be used as the basis of a mechanic' s,
laborer' s, materialman' s or other lien or charge, shall be
required to be paid so long as the validity of the same
shall be contested in good faith by the City.
( f) NO FREE SERVICE. No free service or service
otherwise than in accordance with the established rate
schedule shall be furnished, directly or indirectly, by the
System to any person, firm, corporation or other entity. No
part of the salary of any official or employee of the City
or his replacement shall be paid from Pledged Revenues
unless and only to the extent the duties and performances of
such official or employee or his replacement appertain
directly to the System. To the extent the City receives the
services of the System, such services shall be accounted for
according to the established rate schedule.
(g) FURTHER ENCUMBRANCE. It will not additionally
encumber the Pledged Revenues in any manner, except as
permitted in this Ordinance in connection with Priority
Bonds and Subordinate Lien Bonds, unless said encumbrance is
made junior and subordinate in all respects to the liens,
pledges, covenants and agreements of this Ordinance; but the
right of the City to issue obligations payable from a
subordinate lien on the Pledged Revenues is specifically
recognized and retained.
(h) SALE, LEASE OR DISPOSAL OF PROPERTY. No part of
the System shall be sold, leased, mortgaged, demolished,
removed or otherwise disposed of, except as follows:
( 1 ) To the extent permitted by law, the City may
sell or exchange at any time and from time to time any
property or facilities constituting part of the System
only if (a) it shall determine such property or facili-
ties are not useful in the operation of the System, or
(b) the proceeds of such sale are $250, 000 or less, or
it shall have received a certificate of the Engineer of
Record and the City Manager stating, in the opinion of
the signers, that the fair market value of the property
or facilities exchanged is $250, 000 or less, or (c) if
such proceeds or fair market value exceeds $250, 000 it
shall have received a certificate of the Engineer of
Record and the City Manager stating, in the opinion of
25
the signers, that the sale or exchange of such property
or facilities will not impair the ability of the City
to comply during the current or any future year with
the provisions of clause ( 1) of this Section. The
proceeds of any such sale or exchange not used to
acquire other property necessary or desirable for the
safe or efficient operation of the System shall
forthwith, at - the option of the City (i ) be used to
redeem or purchase Priority Bonds or any Subordinate
Lien Bonds, or (ii ) otherwise be used to provide for
the payment of Priority Bonds or any Subordinate Lien
Bonds; and
(2 ) To the extent permitted by law, the City may
lease or make contracts or grant licenses for the
operation of, or make arrangements for the use of, or
grant easements or other rights with respect to, any
part of the System, provided that any such lease,
contract, license, arrangement, easement or right (i)
does not impede the operation by the City of the System
and (ii ) does not in any manner impair or adversely
affect the rights or security of the owners of the
Priority Bonds or any Subordinate Lien Bonds under this
Ordinance; and provided, further, that if the depre-
ciated cost of the property to be covered by any such
lease, contract, license, arrangement, easement or
other right is in excess of $500,000, the City shall
have received a certificate of the Engineer of Record
and the City Manager that the action of the City with
respect thereto does not result in a breach of the
conditions under this clause (2 ) . Any payments re-
ceived by the City under or in connection with any such
lease, contract, license, arrangement, easement or
right in respect of the System or any part thereof
shall constitute Gross Revenues.
(i ) BOOKS, RECORDS AND ACCOUNTS. The City shall keep
proper books, records and accounts separate and apart from
all other records and accounts, in which complete and
correct entries shall be made of all transactions relating
to the System and the City shall cause said books and
accounts to be audited annually as of the close of each
Fiscal Year by the Accountant.
(j ) INSURANCE. ( 1 ) It shall cause to be insured such
parts of the System as would usually be insured by corpora-
tions operating like properties, with a responsible insur-
ance company or companies, against risks, accidents or
casualties against which and to the extent insurance is
usually carried by corporations operating like properties,
including, to the extent reasonably obtainable, fire and
extended coverage insurance, insurance against damage by
floods, and use and occupancy insurance. Public liability
and property damage insurance shall also be carried unless
the City Attorney of the City gives a written opinion to ( -'ie
effect that the City is not liable for claims which would-be
protected by such insurance. At any time while any contrac-
tor engaged in construction work shall be fully responsible
therefor, the City shall not be required to carry insurance
on the work being constructed if the contractor is required
to carry appropriate insurance. All such policies shall be
open to the inspection of the bondholders and their repre-
sentatives at all reasonable times.
(2 ) The annual audit hereinafter required shall
contain a section commenting on whether or not the City has
complied with the requirements of this Section with respect
to the maintenance of insurance, and listing all policies
carried, and whether or not all insurance premiums upon the
insurance policies to which reference is hereinbefore made
have been paid.
26
r
• e '
(k) RATE COVENANT. The City will fix, establish,
maintain and collect such rates, charges and fees for the
use and availability of the System at all times as are
necessary to produce Gross Revenues and other Pledged
Revenues equal to the greater of amounts sufficient (a) (1)
to pay all current Operating Expenses of the System, and (2)
to produce Net Revenues for each Year at least equal to the
sum of (i ) 1.25 times the Average Annual Principal and
Interest Requirements of all then outstanding Priority Bonds
and (ii) 1 . 10 times the Average Annual Principal and
Interest Requirements of all then outstanding Subordinate
Lien Bonds; or (b) to pay the sum of (i) all current
Operating Expenses, (ii ) the Average Annual Principal and
Interest Requirements on the then outstanding Priority Bonds
and Subordinate Lien Bonds, (iii ) required deposits to the
Reserve Fund required for the Priority Bonds and Subordinate
Lien Bonds, and (iv) amounts required to pay all other
obligations of the System reasonably anticipated to be paid
from Gross Revenues during the current Year. Average Annual
Principal and Interest Requirements as used in this clause
(4) shall exclude debt service on any Priority Bonds or
Subordinate Lien Bonds if capitalized interest for such
bonds has been provided for at least the next twelve months.
( 1) AUDITS. After the close of each year while any
Priority Bonds or any Subordinate Lien Bonds are outstand-
ing, an audit will be made of the books and accounts relat-
ing to the System and the Pledged Revenues by the
Accountant. As soon as practicable after the close of each
such year, and when said audit has been completed and made
available to the City, a copy of such audit for the
preceding year shall be mailed to the Municipal Advisory
Council of Texas and to any holder of 5% or more in aggre-
gate principal amount of the then outstanding Priority Bonds
and Subordinate Lien Bonds who shall so request in writing.
Such annual audit reports shall be open to the inspection of
the registered owners of the Priority Bonds or any
Subordinate Lien Bonds and their agents and representatives
at all reasonable times .
(m) GOVERNMENTAL AGENCIES. It will comply with all of
the terms and conditions of any and all franchises, permits
and authorizations applicable to or necessary with respect
to the System, and which have been obtained from any govern-
mental agency; and the City has or will obtain and keep in
full force and effect all franchises, permits, authorization
and other requirements applicable to or necessary with
respect to the acquisition, construction, equipment, opera-
tion and maintenance of the System.
(n) NO COMPETITION. To the extent it legally may, it
will not grant any franchise or permit for the acquisition,
construction or operation of any competing facilities which
might be used as a substitute for the System' s facilities,
and, to the extent that it legally may, the City will
prohibit any such competing facilities.
(o) TAX COVENANTS . It will make no use of the
proceeds of the Series 1984 Bonds at any time throughout the
term of this issue of Series 1984 Bonds which, if such use
had been reasonably expected on the date of delivery of the
Series 1984 Bonds to and payment for the Series 1984 Bonds
by the purchasers, would have caused the Series 1984 Bonds
to be industrial development bonds within the meaning of
Section 103 (b) of the Internal Revenue Code of 1954, as
amended (the "Code" ) , or arbitrage bonds within the meaning
of Section 103 (c) of the Code, or any regulations or rulings
pertaining thereto; and by this covenant the City is obli-
gated to comply with the requirements of the aforesaid
Section 103 (b) or 103 (c ) and all applicable and pertinent
Department of the Treasury regulations relating to arbitrage
bonds. The City further covenants that the proceeds of the
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Series 1984 Bonds will not otherwise be used directly or
indirectly so as to cause all or any part of the Series 1984
Bonds to be or become industrial development bonds or
arbitrage bonds within the meaning of the aforesaid Section
103(b) or 103 (c) , or any regulations pertaining thereto.
(p) RIGHTS OF INSPECTION. The Engineer of Record or
any registered owner of $100,000 in aggregate principal
amount of the Priority Bonds or Subordinate Lien Bonds then
outstanding shall have the right at all reasonable times to
inspect the System and all records, accounts and data of the
City relating thereto, and upon request the City shall
furnish to the Engineer of Record or such registered owner,
as the case may be, such financial statements, reports and
other information relating to the City and the System as the
Engineer of Record or such registered owner may from time to
time reasonably request.
Section 23 . SPECIAL ESCROW FUND. That the proceeds
from the sale and delivery of the Series 1984 Bonds to be
used to refund the Refunded Obligations, as indicated in the
certificate of the City referred to in Section 15, shall be
deposited in immediately available funds with InterFirst
Bank Dallas, N.A. , Dallas, Texas, hereby designated as the
bank of delivery for such proceeds, and shall be used for
refunding, discharging and retiring all of the Refunded
Obligations, and paying the costs and expenses of issuance
of the Series 1984 Bonds. By an ordinance of the City
Council of even date herewith the City Council has
authorized the execution of a "City of Wichita Falls, Texas
Water and Sewer Revenue Bonds Escrow Agreement" between the
City and InterFirst Bank Wichita Falls, N.A. , Wichita Falls,
Texas, which provides for the deposit of part of the
foregoing proceeds with the said bank, which will use such
proceeds, together with funds on deposit on said date in the
funds established by the ordinances authorizing the Refunded
Obligations, to provide for the refunding, discharging and
retiring of the Refunded Obligations.
Section 24. REASONS FOR REFUNDING. That it is specif-
ically found and determined by the City that the ordinances
authorizing the Refunded Obligations contain restrictive
covenants which prevent adequate flexibility for the econom-
ical financing of projects which are expected to be required
for the System in the future. It is found that the refund-
ing of the Refunded Obligations in the manner herein pro-
vided is expected to reduce for a number of years the
portion of the annual Net Revenues of the System which will
be required to service the bonded debt of the System.
Therefore, it is in the best interest of the City that such
refunding be accomplished, and the Refunded Obligations be
refunded, discharged and retired thereby.
Section 25 . AMENDMENT OF ORDINANCE. (a) That the
registered owners of Priority Bonds and Subordinate Lien
Bonds aggregating in principal amount 51% of the aggregate
principal amount of the Priority Bonds and Subordinate Lien
Bonds then outstanding shall have the right from time to
time to approve any amendment to this Ordinance which may be
deemed necessary or desirable by the City, provided,
however, that without the consent of the registered owners
of all of the Priority Bonds and Subordinate Lien Bonds at
the time outstanding, nothing herein contained shall permit
or be construed /to permit the amendment of the terms and
conditions in this Ordinance or in the Priority Bonds or
Subordinate Lien Bonds so as to:
( 1) Make any change in the maturity of any of the
outstanding Priority Bonds or
Subordinate Lien Bonds;
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(2 ) Reduce the rate of interest borne by any of the
outstanding Priority Bonds or Subordinate Lien
Bonds;
(3 ) Reduce the amount of the principal payable on the
outstanding Priority Bonds or Subordinate Lien
Bonds;
(4) Modify the terms of payment of principal of,
premium, if any, or interest on the outstanding
Priority Bonds or Subordinate Lien Bonds, or
impose any conditions with respect to such
payment;
(5) Affect the rights of the registered owners of less
than all of the Priority Bonds and Subordinate
Lien Bonds then outstanding;
(6) Amend this clause (a) of this Section; or
(7) Change the minimum percentage of the principal
amount of Priority Bonds and Subordinate Lien
Bonds necessary for consent to any amendment;
unless such amendment or amendments be approved by the
registered owners of all of the Priority Bonds and
Subordinate Lien Bonds then outstanding.
(b) That if at any time the City shall desire to amend
the Ordinance under this Section, the City shall cause
notice of the proposed amendment to be published in a
financial newspaper or journal published in The Citii>of New
York, New York, and a newspapers of general circulation in
the City, once during each calendar week for at least two
successive calendar weeks. Such notice shall briefly set
forth the nature of the proposed amendment and shall state
that a copy thereof is on file at the principal office of
the Paying Agent/Registrar for inspection by all holders of
Priority Bonds and Subordinate Lien Bonds. Such publication
is not required, however, if notice in writing is given to
each registered owner of Priority Bonds and Subordinate Lien
Bonds.
(c) That whenever at any time not less than thirty
days, and within one year, from the date of the first
publication of said notice or other service of written
notice the City shall receive an instrument or instruments
executed by the registered owners of at least 51% in
aggregate principal amount of the Priority Bonds and
Subordinate Lien Bonds then outstanding, which instrument or
instruments shall refer to the proposed amendment described
in said notice and which specifically consent to and approve
such amendment in substantially the form of the copy thereof
on file with the Paying Agent/Registrar, the City Council
may pass the amendatory ordinance in substantially the same
form.
(d) That upon the passage of any amendatory ordinance
pursuant to the provisions of this Section, this Ordinance
shall be deemed to be amended in accordance with such
amendatory ordinance, and the respective rights, duties and
obligations under this Ordinance of the City and all the
registered owners of then outstanding Priority Bonds and
Subordinate Lien Bonds and all future Subordinate Lien Bonds
and Priority Bonds shall thereafter be determined, exercised
and enforced hereunder, subject in all respects to such
amendments.
(e) That any consent given by the registered owner of
a Priority Bond or Subordinate Lien Bond pursuant to the
provisions of this Section shall be irrevocable for a period
of six months from the date of the first publication of the
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notice provided for in this Section, and shall be conclusive
and binding upon all future registered owners of the same
Priority Bond or Subordinate Lien Bond during such period.
Such consent may be revoked at any time after six months
from the date of the first publication of such notice by the
registered owner who gave such consent, or by a successor in
title, by filing notice thereof with the Paying
Agent/Registrar and the City, but such revocation shall not
be effective if the registered owners of 51% in aggregate
principal amount of the then outstanding Priority Bonds and
Subordinate Lien Bonds as in this Section defined have,
prior to the attempted revocation, consented to.'and approved
the amendment.
(f) The foregoing provisions of this Section notwith-
standing, the City by action of the City Council may amend
this Ordinance for any one or more of the following pur-
poses:
( 1) To add to the covenants and agreements of the
City in this Ordinance contained, other covenants and
agreements thereafter to be observed, grant additional
rights or remedies to the registered owners of the
Priority Bonds or Subordinate Lien Bonds or to
surrender, restrict or limit any right or power herein
reserved to or conferred upon the City;
(2 ) To make such provisions for the purpose of
curing any ambiguity, or curing, correcting or supple-
menting any defective provision contained in this
Ordinance, or in regard to clarifying matters or
questions arising under this Ordinance, as are neces-
sary or desirable and not contrary to or inconsistent
with this Ordinance and which shall not adversely
affect the interests of the registered owners of the
Priority Bonds or Subordinate Lien Bonds then
outstanding;
(3 ) To modify any of the provisions of this
Ordinance in any other respect whatever, provided that
(i ) such modification shall be, and be expressed to be,
effective only after all Series 1984 Bonds and each
series of Additional Priority Bonds and Subordinate
Lien Bonds outstanding at the date of the adoption of
such modification shall cease to be outstanding, and
(ii ) such modification shall be specifically referred
to in the text of all Priority Bonds and Subordinate
Lien Bonds issued after the date of the adoption of
such modification.
Section 26. DAMAGED, MUTILATED, LOST, STOLEN, OR
DESTROYED BONDS. (a) That in the event any outstanding
Series 1984 Bond is damaged, mutilated, lost, stolen, or
destroyed, the Paying Agent/Registrar shall cause to be
printed, executed, and delivered, a new bond of the same
principal amount, maturity, and interest rate, as the
damaged, mutilated, lost, stolen, or destroyed Series 1984
Bond, in replacement for such Series 1984 Bond in the manner
hereinafter provided.
(b) Application for replacement of damaged, mutilated,
lost, stolen, or destroyed Series 1984 Bonds shall be made
to the Paying Agent/Registrar. In every case of loss,
theft, or destruction of a Series 1984 Bond, the applicant
for a replacement bond shall furnish to the City and to the
Paying Agent/Registrar such security or indemnity as may be
required by them to save each of them harmless from any loss
or damage with respect thereto. Also, in every case of
loss, theft, or destruction of a Series 1984 Bond, the
applicant shall furnish to the City and to the Paying
Agent/Registrar evidence to their satisfaction of the loss,
theft, or destruction of such Bond, as the case may be. In
30
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• • every case of damage or mutilation of a Series 1984 Bond,
the applicant shall surrender to the Paying Agent/Registrar
for cancellation the Series 1984 Bond so damaged or
mutilated.
(c) Notwithstanding the foregoing provisions of this
Section, in the event any such Series 1984 Bond shall have
matured, and no default has occurred which is then contin-
uing in the payment of the principal of, redemption premium,
if any, or interest on the Series 1984 Bond, the City may
authorize the payment of the same (without surrender thereof
except in the case of a damaged or mutilated Series 1984
Bond) instead of issuing a replacement Series 1984 Bond,
provided security or indemnity is furnished as above pro-
vided in this Section.
(d) Prior to the issuance of any replacement bond, the
Paying Agent/Registrar shall charge the owner of such Series
1984 Bond with all legal, printing, and other expenses in
connection therewith. Every replacement bond issued
pursuant to the provisions of this Section by virtue of the
fact that any Series 1984 Bond is lost, stolen, or destroyed
shall constitute a contractual obligation of the City
whether or not the lost, stolen, or destroyed Series 1984
Bond shall be found at any time, or be enforceable by
anyone, and shall be entitled to all the benefits of this
Ordinance equally and proportionately with any and all other
Series 1984 Bonds duly issued under this Ordinance.
(e) In accordance with Section 6 of Vernon' s Ann. Tex.
Civ. St. Art. 717k-6, this Section of this Ordinance shall
constitute authority for the issuance of any such
replacement bond without necessity of further action by the
governing body of the City or any other body or person, and
the duty of the replacement of such bonds is hereby
authorized and imposed upon the Paying Agent/Registrar, and
the Paying Agent/Registrar shall authenticate and deliver
such bonds in the form and manner and with the effect, as
provided in Section 5(d) of this Ordinance for Series 1984
Bonds issued in exchange for other Series 1984 Bonds.
Section 27 . APPROVAL AND REGISTRATION OF BONDS. That
the Mayor of the City is hereby authorized to have control
of the Series 1984 Bonds and all necessary records and
proceedings pertaining to the Series 1984 Bonds pending
their delivery and their investigation, examination and
approval by the Attorney General of the State of Texas, and
their registration by the Comptroller of Public Accounts of
the State of Texas. Upon registration of the Series 1984
Bonds, said Comptroller of Public Accounts (or a deputy
designated in writing to act for said Comptroller) shall
manually sign the Comptroller' s Registration Certificate
accompanying the Series 1984 Bonds, and the seal of said
Comptroller shall be impressed, or placed in facsimile, on
each such certificate .
Section 28. SALE OF SERIES 1984 BONDS. (a) That the
sale of the Series 1984 Bonds, at the price to the under-
writers named in the Bond Purchase Contract described below,
together with accrued interest on the Series 1984 Bonds to
date of delivery, and in accordance with the terms and
conditions of the Bond Purchase Contract, between the City
and Schneider, Bernet & Hickman, Inc . , dated the date of the
adoption of this Ordinance, is hereby authorized, ratified
and confirmed.
(b) That the Bond Purchase Contract setting forth the
terms of the sale of the Series 1984 Bonds to the purchasers
thereof referred to in (a) above, is hereby accepted,
approved and authorized to be delivered in executed form to
said purchasers. The Purchase Contract shall be executed by
the Mayor and attested by the City Clerk.
31
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Section 29. OFFICIAL STATEMENT. The Official
Statement dated December 11, 1984, and any addenda,
supplement, or amendment thereto, prepared and distributed
in connection with the sale of the Series 1984 Bonds have
been and are hereby approved by the City Council, and their
use by the aforesaid purchasers in the reoffering of the
bonds is hereby approved. It is further officially found,
determined, and declared that the statements and
representations contained in said Official Statement are
true and correct in all material respects, to the best
knowledge and belief of the City Council .
Section 30. EMERGENCY. That it is hereby officially
found and determined: that a case of emergency or urgent
public necessity exists which requires the holding of the
meeting at which this Ordinance is passed, such emergency or
urgent public necessity being that it is necessary that the
bonds be refunded and that the proceeds from the sale of
said bonds are required as soon as possible and without
delay for necessary and urgently needed public improvements;
and that said meeting was open to the public, and public
notice of the time, place, and purpose of said meeting was
given, all as required by Vernon' s Ann. Civ. St. Article
6252-17 .
Section 31 . IMMEDIATE EFFECT. That this Ordinance
shall be effective immediately from and after its passage in
accordance with the provisions of the Charter of the City,
and it is accordingly so ordained.
32
•
Affidavit of Publication
THE STATE OF TEXAS
COUNTY OF WICHITA
(Paste Clipping Here)
ORDINANCE NO.142-84 On this 2 day of January
ORDINANCE CLOSING HEAR-
ING AND FINDING CERTAIN
BUILDINGS AND/OR STRUC- 1985
TURES TO BE DANGEROUS: A•D• ••••••IF personally appeared before me, the undersigned authority
COMMANDIMG PROPERTY
OWNERS TO REPAIR OR DE-
MOLISH SAID BUILDINGS Toni Belvedere , bookkeeper
AND/OR STRUCTURES WITHIN
THIRTY(30)DAYS OF THE DATE
OF THIS ORDINANCES AND
DECLARING AN EMERGENCY. for the Times Publishing Company of Wichita Falls, publishers of the
ORDINANCE NO.143-84
ORDINANCE AUTHORIZING Wichita Falls Record News, a newspaper published at Wichita Falls in
AND ALLOWING, UNDER THE
ACT GOVERNING THE TEXAS Wichita County,, Texas, and upon bein g dul y sworn by me, on oath states
MUNICIPAL RETIREMENT SYS- Wi y p y
TEM, "UPDATED SERVICE
CREDITS" IN SAID SYSTEM FOR that the attached,advertisement is a true and correct copy of advertising
SERVICE PERFORMED BY QUALI-
FYING MEMBERS OF SUCH SYS- ONE(1
TEM WHO PRESENTLY ARE IN published in_,, issues thereof on the following
THE EMPLOYMENT OF THE CITY
OF WICHITA FALLS;AND ESTAB-
LISHING AN EFFECTIVE DATE •
FOR SUCH ACTIONS. Dec. 24, 1984
ORDINANCE NO.144-84
ORDINANCE ACCEPTING CON-
STRUCTION AND AUTHORIZING /!
FINAL PAYMENT TO THE CON- w` j� Aph�!/
TRACTOR FOR THE BRENDA
H U R S H s o U T H W I N D s
DRAINAGE PROJECT - 1982 Bookkeeper or Times Publishing Company
CAPITAL IMPROVEMENTS PRO- of Wichita Falls
GRAM 55-625 AND 55-628.
ORDINANCE NO.145-84
ORDINANCE AUTHORIZING THE
ISSUANCE AND SALE OF CITY Subscribed and sworn to before me this the day and year first above
OF WICHITA FALLS TEXAS
WATER AND SEWER REFUND-%L) written.
ING BONDS,SERIES 1984.
Y''' A�. JO Y' DAVIS
y` Notary Public,Texas (�
Ivy Commission Expires-