HomeMy WebLinkAbout88-672 02-23-1988RESOLUTION NO. 88-672
CERTIFICATE FOR
RESOLUTION APPROVING RESOLUTION AUTHORIZING THE ISSUANCE,
SALE, AND DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BONDS, SERIES 1988, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETO
THE STATE OF TEXAS
COUNTY OF TARRANT
CITY OF EULESS
We, the undersigned officers of the City of Euless, Texas,
hereby certify as follows:
1. The City Council of said City convened in
REGULAR MEETING ON THE 23RD DAY OF FEBRUARY, 1988,
at the City Hall, and the roll was called of the duly consti-
tuted officers and members of said City Council, to -wit:
Kay Rainey, City Secretary
Bob Eden
Carolyn Park
Ron Sternfels
Harold Samuels, Mayor
Ray Ozebek
Glenn Walker
and all of said persons were pr sent, except the following
absentees: O13 CD 2T V , thus
constituting a quorum. Whereupon, among other business, the
following was transacted at said Meeting: a written
RESOLUTION APPROVING RESOLUTION AUTHORIZING THE ISSUANCE,
SALE, AND DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BONDS, SERIES 1988, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETO
was duly introduced for the consideration of said City Council
and duly read. It was then duly moved and seconded that said
Resolution be adopted; and, after due discussion, said motion,
carrying with it the adoption of said Resolution, prevailed and
carried by the following vote:
AYES: All members of said City Council
shown present above voted "Aye ".
NAYS: None.
2. That a true, full, and correct copy of the aforesaid
Resolution adopted at the Meeting described in the above and
foregoing paragraph is attached to and follows this Certifi-
cate; that said Resolution 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 adoption of
said Resolution; 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;
and that each of the officers and members of said City Council
was duly and sufficiently notified officially and personally,
in advance, of the time, place, and purpose of the aforesaid
Meeting, and that said Resolution would be introduced and
considered for adoption at said Meeting; 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 Resolution; that the Mayor and the City
Secretary of said City have duly signed said Resolution; and
that the Mayor and the City Secretary of said City hereby
declare that their signing of this Certificate shall constitute
the signing of the attached and following copy of said Resolu-
tion for all purposes.
AND SEALED the 23rd day of February, 1988.
,,� City Secre
• N
(SiAL)
I, the undersigned, City Attorn-y of he City ;f Eules
%Texas, hereby certify that I read an
the attached and following Resolution
City Attorney
RESOLUTION NO. 88 -672
RESOLUTION
APPROVING RESOLUTION AUTHORIZING THE ISSUANCE, SALE,
AND DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVE-
MENT REVENUE BONDS, SERIES 1988, AND APPROVING AND
AUTHORIZING INSTRUMENTS AND PROCEDURES RELATING
THERETO
THE STATE OF TEXAS
COUNTY OF TARRANT
CITY OF EULESS
WHEREAS, it is necessary and advisable that the City
approve a substantial draft of the Resolution Authorizing The
Issuance, Sale, and Delivery of Trinity River Authority of
Texas (Tarrant County Water Project) Refunding and Improvement
Revenue Bonds, Series 1988, and Approving and Authorizing
Instruments and Procedures Relating Thereto hereinafter de-
scribed.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
EULESS:
1. That a substantial draft of a "RESOLUTION AUTHORIZING
THE ISSUANCE, SALE, AND DELIVERY OF TRINITY RIVER AUTHORITY OF
TEXAS (TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BONDS, SERIES 1988, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETO" (the "Bond Resolu-
tion") proposed to be adopted by the Board of Directors of
Trinity River Authority of Texas (the "Authority ") on February
24, 1988, has been submitted to the City in the form attached
hereto, and made a part hereof for all purposes. Said draft is
hereby approved by the City as to form and substance, and the
bonds (the "Bonds ") described therein may be issued by Trinity
River Authority of Texas in accordance with the terms and
provisions set forth therein and herein.
2 That the principal amount and maturities of the Bonds,
the interest rates, and other details and provisions for the
Bonds, and the price to be paid for the Bonds, will be deter-
mined by the Board of Directors of the Authority as set forth
in the Bond Resolution, and in accordance with the Bond Pur-
chase Contract to be submitted by, and executed by the Authori-
ty with, Dillon, Read & Co. Inc., as representative of the
Underwriters and purchasers of the Bonds, on February 24, 1988,
and in accordance with the Official Statement to be dated
February 24, 1988, in connection with the Bonds prepared under
the supervision of the Authority, First Southwest Company, its
.t
Financial Advisor, and the aforesaid Underwriters; and such
principal amount, maturities, interest rates, price, and other
provisions, and Underwriters and purchasers, as so determined,
are hereby approved by the City.
3. That it is acknowledged and agreed by the City that
bonds authorized pursuant to said Bond Resolution (the "Bonds ")
will be issued in strict conformance and compliance with the
water supply contract dated as of January 21, 1972, executed
between the Authority and the City, and amended as of January
22, 1975, and further amended as of December 5, 1979 (the
"Contract "), relating to the project as defined in said Con-
tract, and that the City will be fully bound by the provisions
of said Bond Resolution actually adopted on February 24, 1988,
insofar as they pertain to the City, and the City will be
unconditionally obligated to make the payments with respect to
said Bonds as required by the Contract and said Bond Resolution
as so adopted and the Bond Purchase Contract authorized and
executed pursuant thereto.
4. That a case of emergency exists which requires the
City to request the Authority to issue the Bonds and to refund
the bonds being refunded by the Bonds as soon as practicable,
and the City hereby formally requests the Authority to proceed
with the issuance of the Bonds and the refunding promptly in
order to take advantage of very favorable current interest
rates immediately available for the Bonds in a potentially
extremely volatile bond market, and in order to reduce the
payments which will be required to be made by the City under
the Contract with respect to the bonds being refunded.
5. All resolutions and ordinances of the City in conflict
or inconsistent with this Resolution are hereby repealed to the
extent of such conflict or inconsistency.
RESOLUTION NO. R -716
RESOLUTION
AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF TRINITY
RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 1988, AND
APPROVING AND AUTHORIZING INSTRUMENTS AND PROCEDURES
RELATING THERETO
WHEREAS, water supply contracts, each dated as of January
21, 1972, and amended as of January 22, 1975, and as of Decem-
ber 5, 1979, have been duly executed between the Trinity River
Authority of Texas (the "Issuer ") and the Cities of Bedford and
Euless, Texas, respectively, and water supply contracts, each
dated as of April 25, 1979, and amended as of December 5, 1979,
and as of April 23, 1980, have been duly executed between the
Authority and the Cities of Colleyville, Grapevine, and North
Richland Hills, Texas, with all of the above named cities being
hereinafter collectively called the "Cities "; and
WHEREAS, all of the contracts, as amended, with the
Cities, respectively, described above are hereinafter col-
lectively called the "Contracts ", and the Contracts are hereby
adopted by reference for all purposes, with the same effect as
if they had been set forth in their entirety in this resolu-
tion; and
WHEREAS, the Contracts relate to the financing of the ac-
quisition and construction of the Project, as defined therein,
being water supply facilities to serve the Cities and others,
as described in the engineering report entitled "Report on Pro-
posed Bedford- Euless Water System to Trinity River Authority of
Texas' , dated July 1. 1971, and as such report is amended or
supplemented to provide expanded service (the "Engineering
Report "); and the Engineering Report has been supplemented by a
document entitled "Trinity River Authority of Texas Tarrant
County Water Proiect Master Plan Modification to serve Bedford,
Euless. Colleyville. Grapevines and North Richland Hills. dated
October, 1976 ", prepared by Knowlton- English - Flowers, Inc. (the
"Consulting Engineers "), and has been further supplemented by a
document dated August, 1978, entitled "Supplement to the En-
gineering Report on Proposed Bedford - Euless Water Svstem which
was Dated July, 1971" by the Consulting Engineers, and has
further supplemented by a document entitled "Master Plan Modi-
fication which was dated October, 1976 - Trinitv River Authority
of Texas Tarrant County Water Proiect Transmission Facilities -
for Serving Colleyville, Grapevine, and North Richland Hills.
dated April 1. 1979 ", prepared by the Consulting Engineers and
has been further supplemented by a document entitled "Supple-
ment to the Master Plan Modification which was dated October 1,
1976- Trinity River Authority of Texas Tarrant County Water
Project Raw Water Parallel Pipeline Segment I and Interim
1
•1 r
Supply Interconnection Facilities. dated April. 1984 ", prepared
by the Consulting Engineers, and has been further supplemented
by a document entitled "Supplement to the Master Plan Modifica-
tion which was dated October. 1976 - Trinity River Authority of
Texas Tarrant County Water Proiect Raw Water Parallel Pipeline
Segments II and III, Interim Supply Interconnection with
Arlington. Storage & Pumping Facilities & Plant Expansion to 27
MGD ". dated July. 1984, prepared by the Consulting Engineers;
and
WHEREAS, pursuant to the Contracts the following Series of
bonds are presently outstanding:
Trinity River Authority of Texas (Tarrant County
Water Project) Revenue Bonds, Series 1975, dated
February 1, 1975 (the "Series 1975 Bonds ");
Trinity River Authority of Texas (Tarrant County
Water Project) Revenue Bonds, Series 1979, dated
April 1, 1979 (the "Series 1979 Bonds ");
Trinity River Authority of Texas (Tarrant County
Water Project) Revenue Bonds, Series 1980, dated
May 1, 1980 (the "Series 1980 Bonds "); and
Trinity River Authority of Texas (Tarrant County
Water Project) Revenue Bonds, Series 1984 -A, dated
September 1, 1984 (the "Series 1984 -A Bonds "); and
WHEREAS, under the Contracts and the resolutions authoriz-
ing the above described bonds, additional parity revenue bonds
may be issued as "Refunding Bonds" and "Additional Bonds" to
refund any of the aforesaid bonds; and
WHEREAS, the Authority has determined to refund the
following described portions of the aforesaid bonds:
Trinity River Authority of Texas (Tarrant County Water
Project) Revenue Bonds, Series 1980, dated September 1,
1980, scheduled to mature on February 1 in each of the
years 1996 through 2006, being coupon bonds payable to
bearer, in the denomination of $5,000 each, aggregating
$8,100,000 in principal amount (and being all of the
outstanding bonds of said Series scheduled to mature on
and after February 1, 1996); and
Trinity River Authority of Texas (Tarrant County Water
Project) Revenue Bonds, Series 1984 -A, dated September 1,
1984, scheduled to mature on February 1 in each of the
years 1996 through 2009, being fully registered bonds
payable to the registered owners thereof, in denominations
in multiples of $5,000, aggregating $18,900,000 in princi-
pal amount (and being all of the outstanding bonds of said
Series scheduled to mature on and after February 1, 1996,
(collectively, the "Refunded Bonds ", in the aggregate principal
amount of $27,000,000; and
WHEREAS, the Engineering Report, including the supplements
thereto described above, provides for improvements, better-
ments, and extensions of the Project so as to provide expanded
service to the Cities and others, and the Issuer has determined
to issue bonds for such purpose as hereinafter provided; and
WHEREAS, under the Contracts and the resolutions authoriz-
ing the above described bonds, additional parity revenue bonds
may be issued as "Improvement Bonds" and "Additional Bonds" to
provide such expanded service; and
WHEREAS, part of the bonds hereinafter authorized are
"Refunding Bonds" and the remainder are "Improvement Bonds ",
with all being "Additional Bonds", as such terms are defined
and as such bonds are permitted in the resolutions authorizing
the issuance of the outstanding bonds described above, and all
of the bonds hereinafter authorized are "Bonds ", as defined and
permitted in the Contracts, and will be payable from Net
Revenues derived by the Authority from the Contracts; and
WHEREAS, the bonds hereinafter authorized are to be issued
and delivered pursuant to Chapter 518, Acts of the Regular
Session of the 54th Legislature, Regular Session, 1955, as
amended (the "Authority Act "), Vernon's Ann. Tex. Civ. St.
Articles 717k, and 717q, and other applicable laws; and
WHEREAS, after the delivery of the bonds hereinafter
authorized the "Refunded Bonds" described above will be refund-
ed and defeased in accordance with law and no longer will be
secured by or payable from Net Revenues derived by the Authori-
ty from the Contracts.
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
TRINITY RIVER AUTHORITY OF TEXAS THAT:
Section 1. AMOUNT AND PURPOSE OF THE BONDS. The bonds of
Trinity River Authority of Texas (the "Issuer ") are hereby
authorized to be issued and delivered in the aggregate princi-
pal amount of $43,643,319.10, FOR THE PURPOSE OF OBTAINING
FUNDS REQUIRED TO REFUND $27,000,000 IN PRINCIPAL AMOUNT OF
TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
REVENUE BONDS, AND FOR THE PURPOSE OF OBTAINING $12,646,752 FOR
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ACQUISITION AND CONSTRUCTION OF IMPROVEMENTS, BETTERMENTS,
EXTENSIONS, AND REPLACEMENTS OF THE TRINITY RIVER AUTHORITY OF
TEXAS TARRANT COUNTY WATER PROJECT.
Section 2. DESIGNATION OF THE BONDS. Each bond issued
pursuant to this Resolution shall be designated: "TRINITY
RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT) REFUND-
ING AND IMPROVEMENT REVENUE BOND, SERIES 1988" and initially
there shall be issued, sold, and delivered hereunder two
separate fully registered bonds, without interest coupons,
payable in installments (collectively, the "Initial Bonds "),
but the Initial Bonds may be assigned and transferred and /or
converted into and exchanged for a like aggregate amount of
fully registered bonds, without interest coupons, having
maturities, and in the denomination or denominations of $5,000
or any integral multiple of $5,000, all in the manner hereinaf-
ter provided. The term "Bonds" as used in this Resolution
shall mean and include collectively both of the Initial Bonds
and all substitute bonds exchanged therefor, as well as all
other substitute bonds and replacement bonds issued pursuant
hereto, and the term "Bond" shall mean any of the Bonds.
Section 3. INITIAL DATES, DENOMINATIONS, NUMBERS, MATURI-
TIES, INITIAL REGISTERED OWNERS, AND CHARACTERISTICS OF THE
INITIAL BONDS.
(a) One of the Initial Bonds is hereby designated as the
"Current Interest Initial Bond ", and is authorized to be
issued, sold, and delivered hereunder as a single fully
registered Bond, without interest coupons, dated MARCH 1, 1988,
in the denomination and aggregate principal amount of
$39,790,000, numbered R -1, payable in annual installments of
principal to the initial registered owner thereof, to -wit:
DILLON, READ & CO. INC.,
or to the registered assignee or assignees of said Current
Interest Initial Bond or any portion or portions thereof (in
each case, the "registered owner "), with the annual install-
ments of principal of the Current Interest Initial Bond to be
payable on the dates, respectively, and in the principal
amounts, respectively, stated in the FORM OF CURRENT INTEREST
INITIAL BOND set forth in this Resolution.
(b) The Current Interest Initial Bond (i) may be prepaid
or redeemed prior to the respective scheduled due dates of
installments of principal thereof, (ii) may be assigned and
transferred, (iii) may be converted and exchanged for other
Bonds, (iv) shall have the characteristics, and (v) shall be
signed and sealed, and the principal of and interest on the
Current Interest Initial Bond shall be payable, all as
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provided, and in the manner required or indicated, in the FORM
OF CURRENT INTEREST INITIAL BOND set forth in this Resolution.
(c) The other Initial Bond is hereby designated as the
"Capital Appreciation Initial Bond ", and is hereby authorized
to be issued, sold, and delivered hereunder as a single fully
registered bond, without interest coupons, dated MARCH 1, 1988,
in the original aggregate principal amount of $3,853,319.10,
numbered CR -1, payable in annual installments of aggregate
maturity amounts (which include accrued and compounded interest
as hereinafter provided) to the initial registered owner
thereof, to -wit:
DILLON, READ & CO. INC.,
or to the registered assignee or assignees of said Capital
Appreciation Initial Bond or any portion or portions thereof
(in each case, the "registered owner ") with the annual aggre-
gate maturity amounts of the Capital Appreciation Initial Bond
to be payable on the dates, respectively, and in the amounts,
respectively, stated in the FORM OF CAPITAL APPRECIATION
INITIAL BOND set forth in this Resolution.
(d) The Capital Appreciation Initial Bond (i) may be
prepaid or redeemed prior to scheduled maturity, (ii) may be
assigned and transferred, (iii) may be converted and exchanged
for other Bonds, (iv) shall have the characteristics, and (v)
shall be signed and sealed, and the principal of and interest
on the Capital Appreciation Initial Bond shall be payable, all
as provided, and in the manner required or indicated, in the
FORM OF CAPITAL APPRECIATION INITIAL BOND set forth in this
Resolution.
Section 4. INTEREST. The unpaid principal balance of the
Initial Bonds shall bear interest from the dates, payable in
the manner, at the rates, and on the dates, respectively, as
provided in the FORM OF CURRENT INTEREST INITIAL BOND, and the
FORM OF CAPITAL APPRECIATION INITIAL BOND, respectively, set
forth in this Resolution.
Section 5. (a) FORM OF CURRENT INTEREST INITIAL BOND.
The form of the Current Interest Initial Bond, including the
form of Registration Certificate of the Comptroller of Public
Accounts of the State of Texas to be endorsed on the Current
Interest Initial Bond, shall be substantially as follows:
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FORM OF CURRENT INTEREST INITIAL BOND
NO. R -1 $39,790,000
UNITED STATES OF AMERICA
STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BOND
SERIES 1988
TRINITY RIVER AUTHORITY OF TEXAS (the "Issuer "), being a
political subdivision of the State of Texas, hereby promises to
pay to
DILLON, READ & CO. INC.,
or to the registered assignee or assignees of this Bond or any
portion or portions hereof (in each case, the "registered
owner ") the aggregate principal amount of
$39,790,000
(THIRTY NINE MILLION SEVEN HUNDRED NINETY THOUSAND DOLLARS)
in annual installments of principal due and payable on FEBRUARY
1 in each of the years, and in the respective principal
amounts, as set forth in the following schedule:
YEAR
PRINCIPAL
AMOUNT
YEAR
PRINCIPAL
AMOUNT
1989 $ 460,000 1998 $2,505,000
1990 485,000 1999 2,710,000
1991 975,000 2000 2,595,000
1992 1,030,000 2001 3,485,000
1993 1,085,000 2002 3,870,000
1994 1,150,000 2003 4,160,000
1995 1,230,000 2004 4,460,000
1996 2,225,000 2005 4,975,000
1997 2,390,000
and to pay interest, from MARCH 1, 1988, which is the date of
this Bond, on the balance of each such installment of
principal, respectively, from time to time remaining unpaid, at
the rates as follows:
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5.00% per annum on the above installment due in 1989;
5.25% per annum on the above installment due in 1990;
5.50% per annum on the above installment due in 1991;
5.75% per annum on the above installment due in 1992;
6.00% per annum on the above installment due in 1993;
6.20% per annum on the above installment due in 1994;
6.40% per annum on the above installment due in 1995;
6.60% per annum on the above installment due in 1996;
6.80% per annum on the above installment due in 1997;
7.00% per annum on the above installment due in 1998;
7.10% per annum on the above installment due in 1999;
7.25% per annum on the above installment due in 2000;
7.40% per annum on the above installment due in 2001;
7.50% per annum on the above installment due in 2002;
7.60% per annum on the above installment due in 2003;
7.60% per annum on the above installment due in 2004;
7.70% per annum on the above installment due in 2005,
with said interest being payable on AUGUST 1, 1988, and semi-
annually on each FEBRUARY 1 and AUGUST 1 thereafter while this
Bond or any portion hereof is outstanding and unpaid.
THE INSTALLMENTS OF PRINCIPAL OF AND THE INTEREST ON this
Bond are payable in lawful money of the United States of
America, without exchange or collection charges. The install-
ments of principal and the interest on this Bond are payable to
the registered owner hereof through the services of FIRST
REPUBLICBANK FORT WORTH, N.A., FORT WORTH, TEXAS, which is the
"Paying Agent /Registrar" for this Bond. Payment of all princi-
pal of and interest on this Bond shall be made by the Paying
Agent /Registrar to the registered owner hereof on each princi-
pal and /or interest payment date by check, dated as of such
date, drawn by the Paying Agent /Registrar on, and payable
solely from, funds of the Issuer required by the resolution
authorizing the issuance of this Bond (the "Bond Resolution ")
to be on deposit with the Paying Agent /Registrar for such
purpose as hereinafter provided; and such check shall be sent
by the Paying Agent /Registrar by United States mail,
first -class postage prepaid, on each such principal and /or
interest payment date, to the registered owner hereof, at the
address of the registered owner, as it appeared on the 15th 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. The Issuer covenants with the regis-
tered owner of this Bond that on or before each principal
and /or interest payment date for this Bond it will make avail-
able to the Paying Agent /Registrar, from the "Interest and
Sinking Fund" created by the Bond Resolution, the amounts
required to provide for the payment, in immediately available
funds, of all principal of and interest on this Bond, when due.
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IF THE DATE for the payment of the principal of or inter-
est on this Bond shall be a Saturday, Sunday, a legal holiday,
or a day on which banking institutions in the City where the
Paying Agent /Registrar is located are authorized by law or
executive order to close, 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; and payment on such date shall have the
same force and effect as if made on the original date payment
was due.
THIS BOND has been authorized in accordance with the
Constitution and laws of the State of Texas in the aggregate
principal amount of $43,643,319.10, FOR THE PURPOSE OF
OBTAINING FUNDS REQUIRED TO REFUND $27,000,000 IN PRINCIPAL
AMOUNT OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY
WATER PROJECT) REVENUE BONDS, AND FOR THE PURPOSE OF OBTAINING
$12,646,752 FOR THE ACQUISITION AND CONSTRUCTION OF
IMPROVEMENTS, BETTERMENTS, EXTENSIONS, AND REPLACEMENTS OF THE
TRINITY RIVER AUTHORITY OF TEXAS TARRANT COUNTY WATER PROJECT.
ON FEBRUARY 1, 1999, or on any interest payment date
thereafter, the unpaid installments of principal of this Bond
may be prepaid or redeemed prior to their respective scheduled
due dates, at the option of the Issuer, with funds derived from
any available source, in whole, or in part (provided that if in
part, such part must be in an integral multiple of $5,000), at
the prepayment or redemption price of the principal amount
thereof and accrued interest thereon to the date fixed for
prepayment or redemption, and without premium.
AT LEAST 30 days prior to the date fixed for any such
prepayment or redemption a written notice of such prepayment or
redemption shall be mailed by the Paying Agent /Registrar to the
registered owner hereof. By the date fixed for any such
prepayment or redemption due provision shall be made by the
Issuer with the Paying Agent /Registrar for the payment of the
required prepayment or redemption price for this Bond or the
portion hereof which is to be so prepaid or redeemed. If such
written notice of prepayment or redemption is given, and if due
provision for such payment is made, all as provided above, this
Bond, or the portion thereof which is to be so prepaid or
redeemed, thereby automatically shall be treated as prepaid or
redeemed prior to its scheduled due date, and shall not bear
interest after the date fixed for its prepayment or redemption,
and shall not be regarded as being outstanding except for the
right of the registered owner to receive the prepayment or
redemption price from the Paying Agent /Registrar out of the
funds provided for such payment. The Paying Agent /Registrar
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shall record in the Registration Books all such prepayments or
redemptions of principal of this Bond or any portion hereof.
THIS BOND, to the extent of the unpaid or unredeemed
principal balance hereof, or any unpaid and unredeemed portion
hereof in any integral multiple of $5,000, may be assigned by
the initial registered owner hereof 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 in the Bond
Resolution. Among other requirements for such transfer, this
Bond must be presented and surrendered to the Paying Agent/ -
Registrar for cancellation, together with proper instruments of
assignment, in form and with guarantee of signatures satisfac-
tory to the Paying Agent /Registrar, evidencing assignment by
the initial registered owner of this Bond, or any portion or
portions hereof in any integral multiple of $5,000, 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. Any instrument or instruments of assignment
satisfactory to the Paying Agent /Registrar may be used to
evidence the assignment of this Bond or any such portion or
portions hereof by the initial registered owner hereof. A new
bond or bonds payable to such assignee or assignees (which then
will be the new registered owner or owners of such new Bond or
Bonds) or to the initial registered owner as to any portion of
this Bond which is not being assigned and transferred by the
initial registered owner, shall be delivered by the Paying
Agent /Registrar in conversion of and exchange for this Bond or
any portion or portions hereof, but solely in the form and
manner as provided in the next paragraph hereof for the conver-
sion and exchange of this Bond or any portion hereof. 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 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.
AS PROVIDED above and in the Bond Resolution, this Bond,
to the extent of the unpaid or unredeemed principal balance
hereof, may be converted into and exchanged for a like aggre-
gate principal amount of fully registered bonds, without
interest coupons, payable to the assignee or assignees duly
designated in writing by the initial registered owner hereof,
or to the initial registered owner as to any portion of this
Bond which is not being assigned and transferred by the initial
registered owner, in any denomination or denominations in any
integral multiple of $5,000 (subject to the requirement here-
inafter stated that each substitute bond issued in exchange for
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any portion of this Bond shall have a single stated principal
maturity date), upon surrender of this Bond to the Paying
Agent /Registrar for cancellation, all in accordance with the
form and procedures set forth in the Bond Resolution. If this
Bond or any portion hereof is assigned and transferred or
converted each bond issued in exchange for any portion hereof
shall have a single stated principal maturity date correspond-
ing to the due date of the installment of principal of this
Bond or portion hereof for which the substitute bond is being
exchanged, and shall bear interest at the rate applicable to
and borne by such installment of principal or portion thereof.
Such bonds, respectively, shall be subject to redemption prior
to maturity on the same dates and for the same prices as the
corresponding installment of principal of this Bond or portion
hereof for which they are being exchanged. No such bond shall
be payable in installments, but shall have only one stated
principal maturity date. AS PROVIDED IN THE BOND RESOLUTION,
THIS BOND IN ITS PRESENT FORM MAY BE ASSIGNED AND TRANSFERRED
OR CONVERTED ONCE ONLY, and to one or more assignees, but the
bonds issued and delivered in exchange for this Bond or any
portion hereof may be assigned and transferred, and converted,
subsequently, as provided in the Bond Resolution. The Issuer
shall pay the Paying Agent /Registrar's standard or customary
fees and charges for transferring, converting, and exchanging
this Bond or any portion thereof, but the one requesting such
transfer, conversion, and exchange shall pay any taxes or
governmental charges required to be paid with respect thereto.
The Paying Agent /Registrar shall not be required to make any
such assignment, 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 portion thereof called for prepayment or redemption
prior to maturity, within 45 days prior to its prepayment or
redemption date.
IN THE EVENT any Paying Agent /Registrar for this Bond is
changed by the Issuer, resigns, or otherwise ceases to act as
such, the Issuer has covenanted in the Bond Resolution that it
promptly will appoint a competent and legally qualified sub-
stitute therefor, and promptly will cause written notice
thereof to be mailed to the registered owner of this Bond.
IT IS HEREBY certified, recited, and covenanted that this
Bond has been duly and validly authorized, issued, sold,and de-
livered; 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;
that this Bond and other bonds constitute special obligations
10
of the Issuer, secured by and payable from a first lien on and
pledge of (1) the Issuer's Net Revenues from its water supply
contracts, each dated as of January 21, 1972, and amended as of
January 22, 1975, and as of December 5, 1979, with the Cities
of Bedford and Euless, Texas, and its water supply contracts,
each dated as of April 25, 1979, and amended as of December 5,
1979, and as of April 23, 1980, with the Cities of Colleyville,
Grapevine, and North Richland Hills, Texas, all relating to the
Issuer's Tarrant County Water Project described in said con-
tracts, all as more fully described in said contracts and in
the Bond Resolution, to each of which reference is hereby made
for all purposes, and (2) the Net Revenues the Issuer may
receive from other parties, if any, with whom the Issuer may
contract in the future for supplying treated water from the
Issuer's Tarrant County Water Project.
THE ISSUER has reserved the right, subject to the restric-
tions stated in the Bond Resolution, to issue Additional Bonds
payable from and secured by a first lien on and pledge of the
aforesaid Net Revenues on a parity with this Bond.
THE ISSUER also has reserved the right, subject to the
restrictions stated in the Bond Resolution, to amend the Bond
Resolution with the approval of the owners of two - thirds in
principal amount of all outstanding bonds secured by and
payable from a first lien on and pledge of the aforesaid Net
Revenues.
THE REGISTERED OWNER hereof shall never have the right to
demand payment of this Bond or the interest hereon out of any
funds raised or to be raised by taxation or from any source
whatsoever other than specified in the Bond Resolution.
BY BECOMING the registered owner of this Bond, the regis-
tered owner thereby acknowledges all of the terms and provi-
sions of the Bond Resolution, agrees to be bound by such terms
and provisions, acknowledges that the Bond Resolution is duly
recorded and available for inspection in the official minutes
and records of the governing body of the Issuer, and agrees
that the terms and provisions of this Bond and the Bond Resolu-
tion constitute a contract between the registered owner hereof
and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be
signed with the manual signature of the President of the Board
of Directors of the Issuer and countersigned with the manual
signature of the Secretary of the Board of Directors of the
Issuer, has caused the official seal of the Issuer to be duly
11
impressed on this Bond, and has caused this Bond to be dated
MARCH 1, 1988.
Secretary, Board of Directors President, Board of Directors
Trinity River Authority of Trinity River Authority of
Texas Texas
(AUTHORITY
SEAL)
FORM OF REGISTRATION CERTIFICATE OF THE
COMPTROLLER OF PUBLIC ACCOUNTS:
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Bond has been examined, certi-
fied as to validity, and approved by the Attorney General of
the State of Texas, and that this Bond has been registered by
the Comptroller of Public Accounts of the State of Texas.
Witness my signature and seal this
Comptroller of Public Accounts
of the State of Texas
(COMPTROLLER'S SEAL)
Section 5. (b) FORM OF CAPITAL APPRECIATION INITIAL
BOND. The form of the Capital Appreciation Initial Bond,
including the form of Registration Certificate of the Comptrol-
ler of Public Accounts of the State of Texas to be endorsed on
the Capital Appreciation Initial Bond, shall be substantially
as follows:
NO. CR -1
FORM OF CAPITAL APPRECIATION INITIAL BOND
MATURITY AMOUNT
$17,695,000
UNITED STATES OF AMERICA
STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BOND
SERIES 1988
12
TRINITY RIVER AUTHORITY OF TEXAS (the "Issuer "), being a
political subdivision of the State of Texas, hereby promises
to pay to
DILLON, READ & CO. INC.,
or to the registered assignee or assignees of this Bond or any
portion or portions hereof (in each case, the "registered
owner ") the aggregate Maturity Amount of
$17,695,000
(SEVENTEEN MILLION SIX HUNDRED NINETY FIVE THOUSAND DOLLARS)
in annual installments due and payable on FEBRUARY 1 in each of
the years, and in the respective amounts ( "MATURITY AMOUNTS "),
as set forth in the following schedule:
MATURITY
YEAR AMOUNT
2006 $5,195,000
2007 3,780,000
2008 3,760,000
2009 3,720,000
2010 1,240,000
Said Maturity Amounts set forth above represent
tute, and include:
consti-
(1) original aggregate principal amounts of
$3,853,319.10, payable in annual install-
ments of principal due and payable on FEBRUARY
1 in each of the years, and in the respective
principal amounts, as set forth in the following
schedule:
. YEAR
PRINCIPAL
AMOUNT
2006 $1,282,229.90
2007 862,596.00
2008 778,282.40
2009 711,226.80
2010 218,984.00, plus
(2) interest on the unpaid balance of such install-
ments of original principal amounts, respectively,
from MARCH 30, 1988 (which was the date of the
original delivery of this Bond), at the rates,
respectivly, as follows:
13
• 0
8.00% per annum on the above installment of principal due in 2006
8.00% per annum on the above installment of principal due in 2007
8.10% per annum on the above installment of principal due in 2008
8.10% per annum on the above installment of principal due in 2009
8.10% per annum on the above installment of principal due in 2010
with said interest borne by said installments of principal to
accrue and be calculated on the basis of a 360 -day year com-
posed of twelve 30 -day months (subject to rounding to the
Appreciated Amounts (hereinafter defined) thereof), compounded
semiannually on FEBRUARY 1 and AUGUST 1 of each year commencing
AUGUST 1, 1988. Reference is hereby made to Schedule I, at-
tached to the Bond Resolution and which shall be attached to
this Bond, which sets forth as of each FEBRUARY 1 and AUGUST 1,
commencing AUGUST 1, 1988, and continuing until the stated due
date, the accreted value per $5,000 of each such installment of
Maturity Amount, which value includes the proportionate rounded
original principal amount, plus all interest accrued and
compounded to the particular date of calculation (the "Appreci-
ated Amount "). The Appreciated Amount with respect to any date
other than FEBRUARY 1 or AUGUST 1 is the amount set forth on
Schedule I with respect to the last preceding FEBRUARY 1 or
AUGUST 1, as the case may be, plus the portion of the differ-
ence between such amount and the amount set forth on Schedule I
with respect to the next succeeding FEBRUARY 1 or AUGUST 1, as
the case may be, that the number of days (based on 30 -day
months) from such last preceding FEBRUARY 1 or AUGUST 1, as the
case may be, to the date for which such determination is being
calculated bears to the total number of days (based on 30 -day
months) from such last preceding FEBRUARY 1 or AUGUST 1, as the
case may be, to the next succeeding FEBRUARY 1 or AUGUST 1, as
the case may be.
THE INSTALLMENTS OF MATURITY AMOUNTS of this Bond speci-
fied above, representing original principal amounts and accrued
and compounded interest as specified above, are payable in
lawful money of the United States of America, without exchange
or collection charges, to the registered owner hereof through
the services of FIRST REPUBLICBANK FORT WORTH, N.A., FORT
WORTH, TEXAS, which is the "Paying Agent /Registrar" for this
Bond. Payment of said Maturity Amounts shall be made by the
Paying Agent /Registrar to the registered owner hereof on each
date upon which each such Maturity Amount is due, by check
dated as of such date, drawn by the Paying Agent /Registrar on,
and payable solely from, funds of the Issuer required by the
resolution authorizing the issuance of this Bond (the "Bond
Resolution ") to be on deposit with the Paying Agent /Registrar
for such purpose as hereinafter provided; and such check shall
be sent by the Paying Agent /Registrar by United States mail,
14
first -class postage prepaid, on each such date upon which a
Maturity Amount is due, to the registered owner hereof, at the
address of the registered owner, as it appeared on the 15th 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. The Issuer covenants with the
registered owner of this Bond that on or before each such date
it will make available to the Paying Agent /Registrar, from the
"Interest and Sinking Fund" created by the Bond Resolution, the
amounts required to provide for the payment, in immediately
available funds, of each Maturity Amount of this Bond, when
due.
IF THE DATE for the payment of the principal of or inter-
est on this Bond shall be a Saturday, Sunday, a legal holiday,
or a day on which banking institutions in the City where the
Paying Agent /Registrar is located are authorized by law or
executive order to close, 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; and payment on such date shall have the
same force and effect as if made on the original date payment
was due.
THIS BOND has been authorized in accordance with the
Constitution and laws of the State of Texas in the aggregate
principal amount of $43,643,319.10, FOR THE PURPOSE OF
OBTAINING FUNDS REQUIRED TO REFUND $27,000,000 IN PRINCIPAL
AMOUNT OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY
WATER PROJECT) REVENUE BONDS, AND FOR THE PURPOSE OF OBTAINING
$12,646,752 FOR THE ACQUISITION AND CONSTRUCTION OF
IMPROVEMENTS, BETTERMENTS, EXTENSIONS, AND REPLACEMENTS OF THE
TRINITY RIVER AUTHORITY OF TEXAS TARRANT COUNTY WATER PROJECT.
ON FEBRUARY 1, 1999, or on any interest payment date
thereafter, the unpaid installments of Maturity Amounts of this
Bond may be prepaid or redeemed prior to their respective
scheduled due dates, at the option of the Issuer, with funds
derived from any available source, in whole, or in part
(provided that if in part, such part must be in an integral
multiple of $5,000), at the prepayment or redemption price of
the Appreciated Amount thereof on such date.
AT LEAST 30 days prior to the date fixed for any such
prepayment or redemption a written notice of such prepayment or
redemption shall be mailed by the Paying Agent /Registrar to the
registered owner hereof. By the date fixed for any such
prepayment or redemption due provision shall be made by the
Issuer with the Paying Agent /Registrar for the payment of the
15
required prepayment or redemption price for this Bond or the
portion hereof which is to be so prepaid or redeemed. If such
written notice of prepayment or redemption is given, and if due
provision for such payment is made, all as provided above, this
Bond, or the portion thereof which is to be so prepaid or
redeemed, thereby automatically shall be treated as prepaid or
redeemed prior to its scheduled due date, and shall not bear
interest after the date fixed for its prepayment or redemption,
and shall not be regarded as being outstanding except for the
right_ of the registered owner to receive the prepayment or
redemption price 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 prepayments or
redemptions of principal of this Bond or any portion hereof.
THIS BOND, to the extent of the unpaid or unredeemed
Maturity Amount hereof, or any unpaid and unredeemed portion
thereof in any integral multiple of $5,000, may be assigned by
the initial registered owner hereof 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 in the Bond
Resolution. Among other requirements for such transfer, this
Bond must be presented and surrendered to the Paying Agent/ -
Registrar for cancellation, together with proper instruments of
assignment, in form and with guarantee of signatures satisfac-
tory to the Paying Agent /Registrar, evidencing assignment by
the initial registered owner of this Bond, or any portion or
portions hereof in any integral multiple of $5,000, 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. Any instrument or instruments of assignment
satisfactory to the Paying Agent /Registrar may be used to
evidence the assignment of this Bond or any such portion or
portions hereof by the initial registered owner hereof. A new
bond or bonds payable to such assignee or assignees (which then
will be the new registered owner or owners of such new Bond or
Bonds) or to the initial registered owner as to any portion of
this Bond which is not being assigned and transferred by the
initial registered owner, shall be delivered by the Paying
Agent /Registrar in conversion of and exchange for this Bond or
any portion or portions hereof, but solely in the form and
manner as provided in the next paragraph hereof for the conver-
sion and exchange of this Bond or any portion hereof. 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 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.
16
AS PROVIDED above and in the Bond Resolution, this Bond,
to the extent of the unpaid. or unredeemed Maturity Amounts
hereof, may be converted into and exchanged for a like aggre-
gate Maturity Amount of fully registered bonds, without
interest coupons, payable to the assignee or assignees duly
designated in writing by the initial registered owner hereof,
or to the initial registered owner as to any portion of this
Bond which is not being assigned and transferred by the initial
registered owner, in any denomination or denominations in any
integral multiple of $5,.000 (subject to the requirement here-
inafter stated that each substitute bond issued in exchange for
any portion of this Bond shall have a single stated maturity
date), upon surrender of this Bond to the Paying Agent /Regis-
trar for cancellation, all in accordance with the form and pro-
cedures set forth in the Bond Resolution. If this Bond or any
portion hereof is assigned and transferred or converted each
bond issued in exchange for any portion hereof shall have a
single stated maturity date corresponding to the due date of
the installment of Maturity Amount of this Bond or portion
hereof for which the substitute bond is being exchanged, and
shall bear interest at the rate applicable to and borne by such
installment or portion thereof. Such bonds, respectively,
shall be subject to redemption prior to maturity on the same
dates and for the same prices as the corresponding installment
of Maturity Amount of this Bond or portion hereof for which
they are being exchanged. No such bond shall be payable in
installments, but shall have only one stated maturity date. AS
PROVIDED IN THE BOND RESOLUTION, THIS BOND IN ITS PRESENT FORM
MAY BE ASSIGNED AND TRANSFERRED OR CONVERTED ONCE ONLY, and to
one or more assignees, but the bonds issued and delivered in
exchange for this Bond or any portion hereof may be assigned
and transferred, and converted, subsequently, as provided in
the Bond Resolution. The Issuer shall pay the Paying
Agent /Registrar's standard or customary fees and charges for
transferring, converting, and exchanging this Bond or any
portion thereof, but the one requesting such transfer,
conversion, and exchange shall pay any taxes or governmental
charges required to be paid with respect thereto. The Paying
Agent /Registrar shall not be required to make any such assign-
ment, conversion, or exchange (i) during the period commencing
with the close of business on the 15th day of the month prior
to, and ending with the opening of business on, each principal
or interest payment date, or, (ii) with respect to any portion
hereof called for prepayment or redemption prior to maturity,
within 45 days prior to its prepayment or redemption date.
IN THE EVENT any Paying Agent /Registrar for this Bond is
changed by the Issuer, resigns, or otherwise ceases to act as
such, the Issuer has covenanted in the Bond Resolution that it
17
promptly will appoint a competent and legally qualified sub-
stitute therefor, and promptly will cause written notice
thereof to be mailed to the registered owner of this Bond.
IT IS HEREBY certified, recited, and covenanted that this
Bond has been duly and validly authorized, issued, sold,and de-
livered; 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;
that this Bond and other bonds constitute special obligations
of the Issuer, secured by and payable from a first lien on and
pledge of (1) the Issuer's Net Revenues from its water supply
contracts, each dated as of January 21, 1972, and amended as of
January 22, 1975, and as of December 5, 1979, with the Cities
of Bedford and Euless, Texas, and its water supply contracts,
each dated as of April 25, 1979, and amended as of December 5,
1979, and as of April 23, 1980, with the Cities of Colleyville,
Grapevine, and North Richland Hills, Texas, all relating to the
Issuer's Tarrant County Water Project described in said con-
tracts, all as more fully described in said contracts and in
the Bond Resolution, to each of which reference is hereby made
for all purposes, and (2) the Net Revenues the Issuer may
receive from other parties, if any, with whom the Issuer may
contract in the future for supplying treated water from the
Issuer's Tarrant County Water Project.
THE ISSUER has reserved the right, subject to the restric-
tions stated in the Bond Resolution, to issue Additional Bonds
payable from and secured by a first lien on and pledge of the
aforesaid Net Revenues on a parity with this Bond.
THE ISSUER also has reserved the right, subject to the
restrictions stated in the Bond Resolution, to amend the Bond
Resolution with the approval of the owners of two - thirds in
Maturity Amount of all outstanding bonds secured by and payable
from a first lien on and pledge of the aforesaid Net Revenues.
THE REGISTERED OWNER hereof shall never have the right to
demand payment of this Bond or the interest hereon out of any
funds raised or to be raised by taxation or from any source
whatsoever other than specified in the Bond Resolution.
BY BECOMING the registered owner of this Bond, the regis-
tered owner thereby acknowledges all of the terms and provi-
sions of the Bond Resolution, agrees to be bound by such terms
and provisions, acknowledges that the Bond Resolution is duly
recorded and available for inspection in the official minutes
and records of the governing body of the Issuer, and agrees
18
that the terms and provisions of this Bond and the Bond Resolu-
tion constitute a contract between the registered owner hereof
and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be
signed with the manual signature of the President of the Board
of Directors of the Issuer and countersigned with the manual
signature of the Secretary of the Board of Directors of the
Issuer, has caused the official seal of the Issuer to be duly
impressed on this Bond, and has caused this Bond to be dated
MARCH 1, 1988.
Secretary, Board of Directors President, Board of Directors
Trinity River Authority of Trinity River Authority of
Texas Texas
(AUTHORITY
SEAL)
FORM OF REGISTRATION CERTIFICATE OF THE
COMPTROLLER OF PUBLIC ACCOUNTS:
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Bond has been examined, certi-
fied as to validity, and approved by the Attorney General of
the State of Texas, and that this Bond has been registered by
the Comptroller of Public Accounts of the State of Texas.
Witness my signature and seal this
Comptroller of Public Accounts
of the State of Texas
(COMPTROLLER'S SEAL)
Section 6. ADDITIONAL CHARACTERISTICS OF THE BONDS.
Registration and Transfer. (a) The Issuer shall keep or cause
to be kept at the principal corporate trust office of FIRST
REPUBLICBANK FORT WORTH, N.A., FORT WORTH, TEXAS, the "Paying
Agent /Registrar ") books or records of the registration and
transfer of the Bonds (the "Registration Books "), and the
Issuer hereby appoints the Paying Agent /Registrar as its
registrar and transfer agent to keep such books or records and
make such transfers and registrations under such reasonable
regulations as the Issuer and Paying Agent /Registrar may
prescribe; and the Paying Agent /Registrar shall make such
19
transfers and registrations 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 payments shall not be
mailed unless such notice has been given. The Issuer 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 required by law, shall not
permit their inspection by any other entity. Registration of
each Bond may be transferred in the Registration Books only
upon presentation and surrender of such Bond to the Paying
Agent /Registrar for transfer of registration and cancellation,
together with proper written instruments of assignment, in form
and with guarantee of signatures satisfactory to the Paying
Agent /Registrar, evidencing (1) the assignment of the Bond, or
any portion thereof in any integral multiple of $5,000, to the
assignee or assignees thereof, and (ii) the right of such
assignee or assignees to have the Bond or any such portion
thereof registered in the name of such assignee or assignees.
Upon the assignment and transfer of any Bond or any portion
thereof, a new substitute Bond or Bonds shall be issued in
conversion and exchange therefor in the manner herein provided.
The Initial Bonds, to the extent of the unpaid or unredeemed
installments of maturing amounts thereof, may be assigned and
transferred by the initial registered owner thereof once only,
and to one or more assignees designated in writing by the
initial registered owner thereof. All Bonds issued and de-
livered in conversion of and exchange for the Initial Bonds
shall be in any denomination or denominations of any integral
multiple of $5,000 (subject to the requirement hereinafter
stated that each substitute Bond shall have a single stated
maturity date), shall be in the respective forms for substitute
bonds hereinafter prescribed and set forth in this Resolution,
and shall have the characteristics, and may be assigned, trans-
ferred, and converted as hereinafter provided. If an Initial
Bond or any portion thereof is assigned and transferred or
converted such Initial Bond must be surrendered to the Paying
Agent /Registrar for cancellation, and each Bond issued in
exchange for any portion of such Initial Bond shall have a
single stated maturity date, and shall not be payable in
installments; and each such Bond shall have a maturity date
corresponding to the due date of the installment or portion
thereof for which the substitute Bond is being exchanged; and
each such Bond shall bear interest at the single rate
applicable to and borne by such installment or portion thereof
for which it is being exchanged. If only a portion of an
20
Initial Bond is assigned and transferred, there shall be
delivered to and registered in the name of the initial
registered owner substitute Bonds in exchange for the
unassigned balance of such Initial Bond in the same manner as
if the initial registered owner were the assignee thereof. If
any Bond or portion thereof other than the Initial Bonds is
assigned and transferred or converted each Bond issued in
exchange therefor shall have the same maturity date and bear
interest at the same rate as the Bond for which it is
exchanged. A form of assignment shall be printed or endorsed
on each Bond, excepting the Initial Bonds, which shall be
executed by the registered owner or its duly authorized
attorney or representative to evidence an assignment thereof.
Upon surrender of any Bonds or any portion or portions thereof
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 fully registered
substitute Bond or Bonds, having the characteristics herein
described, payable to such assignee or assignees (which then
will be the registered owner or owners of such new Bond or
Bonds), or to the previous registered owner in case only a
portion of a Bond is being assigned and transferred, all in
conversion of and exchange for said assigned Bond or Bonds or
any portion or portions thereof, in the same form and manner,
and with the same effect, as provided in Section 6(d), below,
for the conversion and exchange of Bonds by any registered
owner of a Bond. The Issuer shall pay the Paying Agent /Regis-
trar's standard or customary fees and charges for making such
transfer and delivery of a substitute Bond or Bonds, but the
one requesting such transfer shall pay any taxes or other
governmental charges required to be paid with respect thereto.
The Paying Agent /Registrar shall not be required to make
transfers of registration of any Bond or any portion thereof
(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.
(b) Ownership of Bonds. The entity in whose name any
Bond shall be registered in the Registration Books at any time
shall be deemed and treated as the absolute owner thereof for
all purposes of this Resolution, whether or not such Bond shall
be overdue, and the Issuer and the Paying Agent /Registrar shall
not be affected by any notice to the contrary; and payment of,
or on account of, the principal of, premium, if any, and
interest on any such Bond shall be made only to such registered
owner. All such payments shall be valid and effectual to
21
satisfy and discharge the liability upon such Bond to the
extent of the sum or sums so paid.
(c) Payment of Bonds and Interest. The Issuer hereby
further appoints the Paying Agent /Registrar to act as the
paying agent for paying the principal of and interest on the
Bonds, and to act as its agent to convert and exchange or
replace Bonds, all as provided in this Resolution. The Paying
Agent /Registrar shall keep proper records of all payments made
by the Issuer and the Paying Agent /Registrar with respect to
the Bonds, and of all conversions and exchanges of Bonds, and
all replacements of Bonds, as provided in this Resolution.
(d) Conversion and Exchange or Replacement; Authenti-
cation. Each Bond issued and delivered pursuant to this
Resolution, to the extent of the unpaid or unredeemed principal
amount or Maturity Amount thereof, as the case may be, upon
surrender of such Bond at the principal corporate trust office
of the Paying Agent /Registrar, together with a written request
therefor duly executed by the registered owner or the assignee
or assignees thereof, or its or their duly authorized attorneys
or representatives, with guarantee of signatures satisfactory
to the Paying Agent /Registrar, may, at the option of the regis-
tered owner or such assignee or assignees, as appropriate, be
converted into and exchanged for fully registered bonds,
without interest coupons, in the appropriate corresponding form
prescribed in the form of substitute current interest bond or
in the form of substitute capital appreciation bond, set forth
in this Resolution, in the denomination of $5,000, or any
integral multiple of $5,000 (subject to the requirement
hereinafter stated that each substitute Bond shall have a
single stated maturity date), as requested in writing by such
registered owner or such assignee or assignees, in an aggregate
principal amount or Maturity Amount, as the case may be, equal
to the unpaid or unredeemed principal or Maturity Amount of any
Bond or Bonds so surrendered, and payable to the appropriate
registered owner, assignee, or assignees, as the case may be.
It is specifically provided, however. that no current interest
bond shall be exchanged for a capital appreciation bond. and
vice versa. If the Initial Bonds are assigned and transferred
or converted each substitute Bond issued in exchange for any
portion of the Initial Bonds shall have a single stated
maturity date, and shall not be payable in installments; and
each such Bond shall have a maturity date corresponding to the
due date of the installment or portion thereof for which the
substitute Bond is being exchanged; and each such Bond shall
bear interest at the single rate applicable to and borne by
such installment or portion thereof for which it is being
exchanged. If a portion of any Bond (other than the Initial
Bonds) shall be redeemed prior to its scheduled maturity as
22
provided herein, a substitute Bond or Bonds having the same
maturity date, bearing interest at the same rate, in the
denomination or denominations of any integral multiple of
$5,000 at the request of the registered owner, and in aggregate
amount equal to the unredeemed portion thereof, will be issued
to the registered owner upon surrender thereof for
cancellation. If any Bond or portion thereof (other than the
Initial Bonds) is assigned and transferred or converted, each
Bond issued in exchange therefor shall have the same maturity
date and bear interest at the same rate as the Bond for which
it is being exchanged. Each substitute Bond shall bear a
letter and /or number to distinguish it from each other Bond.
The Paying Agent /Registrar shall convert and exchange or
replace Bonds as provided herein, and each fully registered
bond delivered in conversion of and exchange for or replacement
of any Bond or portion thereof as permitted or required by any
provision of this Resolution shall constitute one of the Bonds
for all purposes of this Resolution, and may again be converted
and exchanged or replaced. THE INITIAL BONDS issued and
delivered pursuant to this Resolution 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 or replacement of any Bond or Bonds issued under
this Resolution there shall be printed a certificate, in the
form substantially as follows:
"PAYING AGENT /REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued
under the provisions of the Bond Resolution described on the
face of this Bond; and that this Bond has been issued in
conversion of and 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
FIRST REPUBLICBANK FORT WORTH, N.A.,
FORT WORTH, TEXAS
Paying Agent /Registrar
Authorized Representative"
An authorized representative of the Paying Agent /Registrar
shall, before the delivery of any such Bond, date and manually
sign the above Certificate, and no such Bond shall be deemed to
be issued or outstanding unless such Certificate is so ex-
ecuted. The Paying Agent /Registrar promptly shall cancel all
Bonds surrendered for conversion and exchange or replacement.
23
No additional ordinances, orders, or resolutions need be passed
or adopted by the governing body of the Issuer or any other
body or person so as to accomplish the foregoing conversion and
exchange or replacement of any Bond or portion thereof, and the
Paying Agent /Registrar shall provide for the printing, execu-
tion, 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 or replacement of Bonds as
aforesaid is hereby imposed upon the Paying Agent /Registrar,
and, upon the execution of the above Paying Agent /Registrar's
Authentication Certificate, the converted and exchanged or
replaced Bond shall be valid, incontestable, and enforceable in
the same manner and with the same effect as the Initial Bonds
which originally were issued pursuant to this Resolution, ap-
proved by the Attorney General, and registered by the Comptrol-
ler of Public Accounts. The Issuer shall pay the Paying
Agent /Registrar's standard or customary fees and charges for
transferring, converting, and exchanging any Bond or any
portion thereof, but the one requesting any such transfer,
conversion, and 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 conversion and
exchange. The Paying Agent /Registrar shall not be required to
make any such conversion and exchange or replacement of Bonds
or any portion thereof (i) during the period commencing with
the close of business on the 15th day of the month prior to,
and ending with the opening of business on, each principal or
interest payment date, or, (ii) with respect to any Bond or
portion thereof called for redemption prior to maturity, within
45 days prior to its redemption date.
(e) In General. All Bonds issued in conversion and
exchange or replacement of any other Bond or portion thereof,
(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 and
shall be redeemed prior to their scheduled maturities, (iii)
may be transferred and assigned, (iv) may be converted and ex-
changed for other Bonds, (v) shall have the characteristics,
(vi) shall be signed and sealed, and (vii) the principal of and
interest on the Bonds shall be payable, all as provided, and in
the manner required or indicated, in the appropriate and
applicable form of substitute bond hereinafter set forth in
this Resolution.
(f) Payment of Fees and Charges. The Issuer hereby
covenants with the registered owners of the Bonds that it will
24
(i) pay the standard or customary fees and charges of the
Paying Agent /Registrar for its services with respect to the
payment of the principal of and interest on the Bonds, when
due, and (ii) pay the fees and charges of the Paying Agent/ -
Registrar for services with respect to the transfer of regis-
tration of Bonds, and with respect to the conversion and
exchange of Bonds solely to the extent above provided in this
Resolution.
(g) Substitute Pavincr Agent /Registrar. The Issuer
covenants with the registered owners of the Bonds that at all
times while the Bonds are outstanding the Issuer will provide a
competent and legally qualified bank, trust company, financial
institution, or other agency to act as and perform the services
of Paying Agent /Registrar for the Bonds under this Resolution,
and that the Paying Agent /Registrar will be one entity. The
Issuer 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 other-
wise cease to act as such, the Issuer 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 Resolution. Upon any change
in the Paying Agent /Registrar, the previous Paying Agent /Regis-
trar 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 /Regis-
trar designated and appointed by the Issuer. Upon any change
in the Paying Agent /Registrar, the Issuer promptly will cause a
written notice thereof to be sent by the new Paying Agent /Regi-
strar 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 /Regis-
trar shall be deemed to have agreed to the provisions of this
Resolution, and a certified copy of this Resolution shall be
delivered to each Paying Agent /Registrar.
Section 7. FORMS OF SUBSTITUTE BONDS. The form of all
Bonds issued in conversion and exchange or replacement of any
other Bond or portion thereof, including the form of Paying
Agent /Registrar's Certificate to be printed on each of such
Bonds, and the Form of Assignment to be printed on each of the
Bonds, shall be, respectively, substantially as follows, with
such appropriate variations, omissions, or insertions as are
permitted or required by this Resolution. The form of all
25
Bonds issued in conversion and exchange or replacement of the
Current Interest Initial Bond and bonds subsequently substi-
tuted therefor shall differ from those issued in conversion and
exchange or replacement of the Capital Improvement Initial Bond
and bonds subsequently substituted therefor, all as hereinafter
described. Bonds having a scheduled maturity date prior to
FEBRUARY 1, 2006, are hereafter designated as "Current Interest
Bonds ", and Bonds having a scheduled maturity date on or after
FEBRUARY 1, 2006, are hereafter designated as "Capital Appreci-
ation Bonds ".
FORMS OF SUBSTITUTE BONDS
[FORM OF FIRST THREE PARAGRAPHS OF CURRENT INTEREST BONDS]
NO. UNITED STATES OF AMERICA PRINCIPAL AMOUNT
STATE OF TEXAS $
TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BOND
SERIES 1988
INTEREST RATE
MATURITY DATE CUSIP NO.
ON THE MATURITY DATE specified above TRINITY RIVER AUTHOR-
ITY OF TEXAS (the "Issuer "), being a political subdivision of
the State of Texas, 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 MARCH 1, 1988, to the maturity
date specified above, or the date of redemption prior to
maturity, at the interest rate per annum specified above; with
interest being payable on AUGUST 1, 1988, and semiannually on
each FEBRUARY 1 and AUGUST 1 thereafter, except that if the
date of authentication of this Bond is later than JULY 15,
1988, such principal amount shall bear interest from the
interest payment date next preceding the date of authentica-
tion, 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 next following interest payment
date.
26
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 FIRST REPUBLICBANK FORT WORTH, N.A., FORT
WORTH, 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, 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
resolution authorizing the issuance of the Bonds (the "Bond
Resolution ") to be on deposit with the Paying Agent /Registrar
for such purpose as hereinafter provided; and such check 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 the address of the
registered owner, as it appeared on the last 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. Any accrued interest due upon the
redemption of this Bond prior to maturity as provided herein
shall be paid to the registered owner at the principal corpor-
ate trust office of the Paying Agent /Registrar upon presen-
tation 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 /Registrar, from the
"Interest and Sinking Fund" created by the Bond Resolution, the
amounts required to provide for the payment, in immediately
available funds, of all principal of and interest on the Bonds,
when due.
ON FEBRUARY 1, 1999, or on any interest payment date
thereafter, this Bond may be redeemed prior to its scheduled
maturity, at the option of the Issuer, with funds derived from
any available and lawful source, as a whole, or in part, and,
if in part, the particular portion hereof, to be redeemed shall
be selected and designated by the Issuer (provided that a
portion of this Bond may be redeemed only in an integral
multiple of $5,000), at the redemption price of: the par or
principal amount thereof and accrued interest to the date fixed
for redemption.
[FORM OF FIRST THREE PARAGRAPHS OF CAPITAL APPRECIATION BONDS]
27
NO. CR- UNITED STATES OF AMERICA MATURITY AMOUNT
STATE OF TEXAS $
TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) REFUNDING AND IMPROVEMENT
REVENUE BOND
SERIES 1988
INTEREST RATE
MATURITY DATE CUSIP NO.
ON THE MATURITY DATE SPECIFIED ABOVE, TRINITY RIVER
AUTHORITY OF TEXAS (the "Issuer "), being a political subdivi-
sion of the State of Texas, hereby promises to pay to
or the registered assignee hereof (either being hereafter
called the "registered owner ") the Maturity Amount of
representing the original principal amount hereof and accrued
and compounded interest thereon. Interest accrues on the
original principal amount hereof from MARCH 30, 1988 (which was
the date of the original delivery of the Bonds of this Series),
at the interest rate per annum specified above, compounded
semiannually on FEBRUARY 1 and AUGUST 1 of each year,
commencing AUGUST 1, 1988. An "Accreted Value Table" showing
the accreted value per $5,000 of the above Maturity Amount on
the dates shown therein (the Appreciated Amounts ") is printed
on the reverse side of this Bond.
THE MATURITY AMOUNT of this Bond is payable in lawful
money of the United States of America, without exchange or
collection charges. The Maturity Amount of this Bond shall be
paid to the registered owner hereof upon presentation and
surrender of this Bond on the above Maturity Date, at the
principal corporate trust office of FIRST REPUBLICBANK FORT
WORTH, N.A., FORT WORTH, TEXAS, which is the "Paying
Agent /Registrar" for this Bond, and shall be paid by the Paying
Agent /Registrar solely from funds of the Issuer required to be
on deposit with the Paying Agent /Registrar for such purpose as
hereinafter provided, and shall be paid to the registered owner
hereof appearing on the Registration Books kept by the Paying
Agent /Registrar, as hereinafter described. The Issuer cove-
nants with the registered owner of this Bond that on or before
the Maturity Date for this Bond it will make available to the
Paying Agent /Registrar, from the Interest and Sinking Fund as
defined by the resolution authorizing the Bonds (the "Bond
28
Resolution "), the amounts required to provide for the payment,
in immediately available funds, of the Maturity Amount, when
due.
ON FEBRUARY 1, 1999, or on any interest payment date
thereafter, the Maturity Amount of this Bond may be redeemed
prior to its scheduled maturity date, at the option of the
Issuer, with funds derived from any available source, as a
whole, or in part, and, if in part, the particular portions
hereof to be redeemed shall be selected and designated by the
Issuer (provided that such portion may be redeemed only in an
integral multiple of $5,000), at the redemption price of the
Appreciated Amount thereof on such date as shown on the
"Accreted Value Table printed hereon.
[FORM OF PARAGRAPHS TO BE
PRINTED IN ALL SUBSTITUTE BONDS]
AT LEAST 30 days prior to the date fixed for any redemp-
tion of Bonds of this Series or portions thereof prior to
maturity a written notice of such redemption shall be published
once in a financial publication, journal, or reporter of
general circulation among securities dealers in The City of New
York, New York (including, but not limited to, The Bond Buyer
and The Wall Street Journal), or in the State of Texas (includ-
ing, but not limited to, The Texas Bond Reporter). Such notice
also shall be sent by the Paying Agent /Registrar by United
States mail, first -class postage prepaid, not less than 30 days
prior to the date fixed for any such redemption, to the regis-
tered owner of each Bond to be redeemed at its address as it
appeared on the 45th day prior to such redemption date; provid-
ed, however, that the failure to send, mail, or receive such
notice, or any defect therein or in the sending or mailing
thereof, shall not affect the validity or effectiveness of the
proceedings for the redemption of any Bond, and it is hereby
specifically provided that the publication of such notice as
required above shall be the only notice actually required in
connection with or as a prerequisite to the redemption of any
Bonds or portions thereof. By the date fixed for any such
redemption due provision shall be made with the Paying
Agent /Registrar for the payment of the required redemption
price for the Bonds or portions thereof which are to be so
redeemed. If such written notice of redemption is published
and if due provision for such payment is made, all as provided
above, the Bonds or portions thereof which are to be so re-
deemed thereby automatically shall be treated as redeemed prior
to their scheduled maturities, and they shall not bear interest
after the date fixed for redemption, and they shall not be
regarded as being outstanding except for the right of the
registered owner to receive the redemption price from the
29
Paying Agent /Registrar out of the funds provided for such
payment. If a portion of any Bond shall be redeemed a substi-
tute 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 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 Bond
Resolution.
IF THE DATE for the payment of the principal of or inter-
est on this Bond shall be a Saturday, Sunday, a legal holiday,
or a day on which banking institutions in the City where the
Paying Agent /Registrar is located are authorized by law or
executive order to close, 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; and payment on such date shall have the
same force and effect as if made on the original date payment
was due.
THIS BOND is one of an issue or Series of Bonds originally
dated MARCH 1, 1988, authorized and delivered in accordance
with the Constitution and laws of the State of Texas in the
aggregate principal amount of $43,643,319.10, FOR THE PURPOSE
OF OBTAINING FUNDS REQUIRED TO REFUND $27,000,000 IN PRINCIPAL
AMOUNT OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY
WATER PROJECT) REVENUE BONDS, AND FOR THE PURPOSE OF OBTAINING
$12,646,752 FOR THE ACQUISITION AND CONSTRUCTION OF
IMPROVEMENTS, BETTERMENTS, EXTENSIONS, AND REPLACEMENTS OF THE
TRINITY RIVER AUTHORITY OF TEXAS TARRANT COUNTY WATER PROJECT.
THIS BOND OR ANY PORTION OR PORTIONS HEREOF IN ANY INTE-
GRAL MULTIPLE OF $5,000 may be assigned and shall be trans-
ferred 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 in the Bond
Resolution. Among other requirements for such assignment and
transfer, this Bond must be presented and surrendered to the
Paying Agent /Registrar, together with proper instruments of
assignment, in form and with guarantee of signatures satisfac-
tory to the Paying Agent /Registrar, evidencing assignment of
this Bond or any portion or portions hereof in any integral
multiple of $5,000 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 representa-
tive,to evidence the assignment hereof. A new Bond or Bonds
30
payable to such assignee or assignees (which then will be the
new registered owner or owners of such new Bond or Bonds), or
to the previous registered owner in the case of the assignment
and transfer of only a portion of this Bond, may be delivered
by the Paying Agent /Registrar in conversion of and exchange for
this Bond, all in the form and manner as provided in the next
paragraph hereof for the conversion and exchange of other
Bonds. The Issuer shall pay the Paying Agent /Registrar's
standard or customary fees and charges for making such trans-
fer, but the one requesting such transfer shall pay any taxes
or other governmental charges required to be paid with respect
thereto. The Paying Agent /Registrar shall not be required to
make transfers of registration of this Bond or any portion
hereof (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. 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 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.
ALL BONDS OF THIS SERIES are issuable solely as fully
registered bonds, without interest coupons, in the denomination
of any integral multiple of $5,000 of the final scheduled
maturity amount thereof. As provided in the Bond Resolution,
this Bond, or any unredeemed portion hereof, may, at the
request of the registered owner or the assignee or assignees
hereof, be converted into and exchanged for a like aggregate
maturity amount of fully registered bonds, without interest
coupons, 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 denomina-
tion or denominations in any integral multiple of $5,000 of
such maturity amount, as requested in writing by the
appropriate registered owner, assignee, or assignees, as the
case may be, upon surrender of this Bond to the Paying
Agent /Registrar for cancellation, all in accordance with the
form and procedures set forth in the Bond Resolution. The
Issuer shall pay the Paying Agent /Registrar's standard or
customary fees and charges for transferring, converting, and
exchanging any Bond or any portion thereof, but the one
requesting such transfer, conversion, and 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 conversion and exchange. The Paying
31
Agent /Registrar shall not be required to make any such conver-
sion and exchange (i) during the period commencing with the
close of business on the 15th day prior to any principal or
interest payment date and ending with the opening of business
on the next following principal or interest payment date, or,
(ii) with respect to the Bond or portion hereof called for
redemption prior to maturity, within 45 days prior to its
redemption date.
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 Bond Resolution that it
promptly will appoint a competent and legally qualified substi-
tute therefor, and promptly will cause written notice thereof
to be mailed to the registered owners of the Bonds.
IT IS HEREBY certified, recited, and covenanted that this
Bond has been duly and validly authorized, issued, sold,and de-
livered; 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;
that this Bond and other bonds constitute special obligations
of the Issuer, secured by and payable from a first lien on and
pledge of (1) the Issuer's Net Revenues from its water supply
contracts, each dated as of January 21, 1972, and amended as of
January 22, 1975, and as of December 5, 1979, with the Cities
of Bedford and Euless, Texas, and its water supply contracts,
each dated as of April 25, 1979, and amended as of December 5,
1979, and as of April 23, 1980, with the Cities of Colleyville,
Grapevine,. and North Richland Hills, Texas, all relating to the
Issuer's Tarrant County Water Project described in said con-
tracts, all as more fully described in said contracts and in
the Bond Resolution, to each of which reference is hereby made
for all purposes, and (2) the Net Revenues the Issuer may
receive from other parties, if any, with whom the Issuer may
contract in the future for supplying treated water from the
Issuer's Tarrant County Water Project.
THE ISSUER has reserved the right, subject to the restric-
tions stated in the Bond Resolution, to issue Additional Bonds
payable from and secured by a first lien on and pledge of the
aforesaid Net Revenues on a parity with this Bond.
THE ISSUER also has reserved the right, subject to the
restrictions stated in the Bond Resolution, to amend the Bond
Resolution with the approval of the owners of two - thirds in
principal amount of all outstanding bonds secured by and
32
payable from a first lien on and pledge of the aforesaid Net
Revenues.
THE REGISTERED OWNER hereof shall never have the right to
demand payment of this Bond or the interest hereon out of any
funds raised or to be raised by taxation or from any source
whatsoever other than specified in the Bond Resolution.
BY BECOMING the registered owner of this Bond, the regis-
tered owner thereby acknowledges all of the terms and provi-
sions of the Bond Resolution, agrees to be bound by such terms
and provisions, acknowledges that the Bond Resolution is duly
recorded and available for inspection in the official minutes
and records of the governing body of the Issuer, and agrees
that the terms and provisions of this Bond and the Bond Resolu-
tion constitute a contract between each registered owner hereof
and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be
signed with the facsimile signature of the President of the
Board of Directors of the Issuer and countersigned with the
facsimile signature of the Secretary of the Board of Directors
of the Issuer, and has caused the official seal of the Issuer
to be duly impressed, or placed in facsimile, on this Bond.
(facsimile signature)
Secretary, Board of Directors,
Trinity River Authority of
Texas
(facsimile sicnature)
President, Board of Directors,
Trinity River Authority of
Texas
(ISSUER 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 Bond Resolution described on the
face of this Bond; and that this Bond has been issued in
conversion of and 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
33
registered by the Comptroller of Public Accounts of the State
of Texas.
Dated
FIRST REPUBLICBANK FORT WORTH, N.A.,
FORT WORTH, TEXAS,
Paying Agent /Registrar
Authorized Representative
FORM OF ASSIGNMENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned registered owner of
this Bond, or duly authorized representative or attorney
thereof, hereby assigns this Bond to
/ /
(Assignee's Social (print or typewrite Assignee's name and
Security or Taxpayer address, including zip code)
Identification Number)
and hereby irrevocably constitutes and appoints
attorney to transfer the registration of this Bond on the
Paying Agent /Registrar's Registration Books with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: This signature must be
guaranteed by a member of the
New York Stock Exchange or a
commercial bank or trust
company.
Registered Owner
NOTICE: This signature must
correspond with the name of
the Registered Owner appear-
ing on the face of this Bond.
Section 8. DEFINITIONS. In each place throughout this
Resolution wherein the following terms, or any of them, are
used, the same, unless the context shall indicate another or
different meaning or intent, shall be construed and are in-
tended to have meanings as follows:
34
(a) "Act" and "Authority Act" mean Chapter 518, Acts of
the Fifty- Fourth Legislature of the State of Texas, Regular
Session, 1955, as amended.
(b) "Additional Bonds" means the additional parity rev-
enue bonds as defined and permitted in Sections 14.01 and 14.02
of this Resolution.
(c) "Authority" and "Issuer" mean Trinity River Authority
of Texas and any other public body or agency at any time
succeeding to the property and principal rights, power and
obligations of said Authority.
(d) "Board of Authority" and "Board" mean the Board of
Directors of the Authority.
(e) "Bonds" and "Series 1988 Bonds" mean collectively the
Initial Bonds as described and defined in Sections 1, 2, and 3
hereof, and all substitute bonds exchanged therefor, as well as
all other substitute and replacement bonds, issued as provided
in this Resolution.
(f) "Certified Public. Accountant" means any certified
public accountant, licensed public accountant or firm of such
public accountants of suitable experience and qualifications
not regularly in the employ of the Authority, selected by the
Authority.
(g) "Cities" means the Cities of Bedford, Euless,
Colleyville, Grapevine, and North Richland Hills, Texas.
(h) "Contracts" means the contracts between the Authority
and the Cities as described and defined in the preamble to this
Resolution.
(i) "Depository" means the bank or banks which the Au-
thority selects (whether one or more), in accordance with law,
as its depository.
(j) "Engineering Report" means the Report dated July 1,
1971, and the supplements thereto with respect to the Author-
ity's Tarrant County Water Project, all as described and
defined in the preamble to this Resolution, as such Engineering
Report may be further amended or supplemented prior to the
execution of construction contracts and changed by change
orders entered after construction contracts have been executed,
or as such report may be amended or supplemented to provide
expanded service in the future.
(k) "Fiscal Year" means the twelve month period beginning
December 1 of each year, or such other twelve month period as
35
may in the future be designated as the Fiscal Year of Au-
thority.
(1) "Independent Consulting Engineer" means the Engineer
or engineering firm or corporation at the time employed by the
Authority under the provisions of Section 12.13 of this reso-
lution.
(m) "Outstanding Bonds" means the unpaid and unrefunded
bonds described in the preamble to this Resolution which will
be outstanding after the delivery of the Initial Bonds and
payable from Net Revenues from the Contracts.
(n) "Parity Bonds" means collectively the Bonds and the
Outstanding Bonds.
(o) "Paying Agents" means collectively the banks where
the principal of and interest on the Parity Bonds are payable.
(p) "Resolution" means this Resolution authorizing the
Bonds.
(q) "System" and "Authority's System" mean all of Author-
ity's facilities constructed pursuant to the Engineering
Report, as supplemented or amended.
Section 9. BONDS AND SECURITY THEREFOR. (a) The Bonds
are hereby designated as, and shall be, "Refunding Bonds ",
"Improvement Bonds ", and "Additional Bonds" as described and
permitted by the resolutions authorizing the Outstanding Bonds,
and it is hereby determined, declared, and resolved that all of
the Parity Bonds (including the Outstanding Bonds and the
Bonds) are and shall be secured and payable equally and ratably
on a parity, and that Sections 10.01 through 16.07 of this
Resolution are supplemental to and cumulative of Articles III
through IX of the resolution authorizing the Series 1975 Bonds,
and Sections 9.01 through 15.07 of the resolutions authorizing
the Series 1979 Bonds and the Series 1980 Bonds, and Sections
10.01 through 16.07 of the resolution authorizing the Series
1984 -A Bonds, with Sections 10.01 through 16.07 of this resolu-
tion being equally applicable to all of the Outstanding Bonds
and the Bonds (herein collectively called the "Parity Bonds ").
(b) The Parity Bonds and any Additional Bonds, and the
interest thereon, are and shall be secured by and payable from
a first lien on and pledge of the Net Revenues as hereinafter
described and provided.
Section 10.01. REVENUE FUND. All revenues of the System
received by the Authority, including the net proceeds to the
Authority of the Contracts with the Cities shall be collected
36
and paid over promptly upon collection to the Depository and
the Authority hereby covenants and agrees so to do. Such
revenues shall be held by the Depository in a special fund to
be known as the "Trinity River Authority of Texas (Tarrant
County Water Project) Revenue Bonds Revenue Fund" (hereinafter
called the "Revenue Fund "), and shall be disbursed or applied
for the purpose of paying Operation and Maintenance Expenses of
the System, and for the making of transfers hereinafter re-
quired.
Section 10.02. (a) OPERATION AND MAINTENANCE EXPENSES.
The term "Operation and Maintenance Expenses" shall mean all
costs of operation and maintenance of the Authority's System
including, but not limited to, repairs and replacements for
which no special fund is created in any bond resolution, the
cost of utilities, supervision, engineering, accounting,
auditing, legal services, and any other supplies, services,
administrative costs and equipment necessary for proper opera-
tion and maintenance of the Authority's System, and payments
made by Authority in satisfaction of judgments resulting from
claims not covered by Authority's insurance or not paid by one
of the Cities arising in connection with the operation and
maintenance of the System. The term also includes the fees of
the bank or banks where the Parity Bonds are payable. Depre-
ciation shall not be considered an item of Operation and
Maintenance Expense.
(b) Except for other transfers herein required, the
moneys in the Revenue Fund shall be subject to withdrawal by
the Authority for the payment of Operation and Maintenance
Expenses only upon checks and vouchers, stating the purpose of
the payment (which shall be in accordance with the current
Annual Budget of the Authority) signed by the President of the
Authority and countersigned by its Treasurer, or signed and
countersigned by such officers or employees of the Authority as
may from time to time be designated by resolution of the Board
of Authority. At the end of each Authority Fiscal Year any
surplus funds remaining in the Revenue Fund shall be trans-
ferred to the Interest and Sinking Fund.
Section 10.03. INTEREST AND SINKING FUND. (a) For the
sole purpose of paying the principal of and interest on the
Parity Bonds, and any Additional Bonds, as the same come due,
there has been created and established, and there shall be
maintained at First RepublicBank Fort Worth, N.A., Fort Worth,
Texas, a separate fund entitled the "Trinity River Authority of
Texas (Tarrant County Water Project) Revenue Bonds Interest and
Sinking Fund" (hereinafter called the "Interest and Sinking
Fund "). It shall be the duty of the Authority to transfer from
37
Net Revenues in the Revenue Fund to the credit of the Interest
and Sinking Fund the amounts and at times as follows:
(1) such amounts, in equal monthly installments,
made on or before the 15th day of each month hereafter, as
will be sufficient, together with any other amounts on
deposit therein and available for such purpose, to pay the
interest scheduled to come due on all Parity Bonds on the
next interest payment date;
(2) such amounts, in equal monthly installments,
made on or before the 15th day of each month hereafter, as
will be sufficient, together with any other amounts on
deposit therein and available for such purpose, to pay the
principal of all Parity Bonds coming due and maturing or
required to be redeemed on the next interest payment date.
(b) There shall be deposited into the Interest and
Sinking Fund, immediately after the delivery of the Initial
Bonds, the accrued interest received from the sale and delivery
of the Initial Bonds, together with the additional sum of
$356,956 from the proceeds from the sale and delivery of that
portion of the Initial Bonds allocable to "Improvement Bonds ",
which amounts shall be used to pay interest on the Bonds during
the construction of the project for which the "Improvement
Bonds" portion of the Bonds are issued; and the amounts which
otherwise would be required to be deposited into the Interest
and Sinking Fund shall be reduced to that extent.
(c) The First RepublicBank Fort Worth, N.A., Fort Worth,
Texas, shall make such arrangements as are necessary to insure
that sufficient funds from the Interest and Sinking Fund are
available at each Paying Agent to pay the principal of and
interest on all Parity Bonds when due.
Section 10.04. RESERVE FUND. (a) There has been created
and established, and there shall be maintained, at First
RepublicBank Fort Worth, N.A., Fort Worth, Texas, a separate
fund entitled the "Trinity River Authority of Texas (Tarrant
County Water Project) Revenue Bonds Reserve Fund" (hereinafter
called the "Reserve Fund "). The Reserve Fund shall be used
solely for the purpose of finally retiring the last of the
Parity Bonds and Additional Bonds, or for paying principal of
and interest on any Parity Bonds and Additional Bonds, when and
to the extent the amount in the Interest and Sinking Fund is
insufficient for such purpose.
(b) There is now on deposit in the Reserve Fund money and
investments in an amount in market value at least equal to the
average annual principal and interest requirements of the
38
Outstanding Bonds. There shall be deposited into the Reserve
Fund, from the proceeds from the sale and delivery of the
Initial Bonds, immediately after the receipt of such proceeds,
such sum as will cause the Reserve Fund to contain money and
investments in market value equal to the average annual princi-
pal and interest requirements on all Parity Bonds to be out-
standing after the delivery of the Initial Bonds. So long as
the Reserve Fund contains an amount of money and investments
equal to the average annual principal and interest requirements
of all outstanding Parity Bonds and Additional Bonds calculated
as of the date of the Bonds (the "Reserve Required Amount "), no
further deposits shall be made to the Reserve Fund. If the
Reserve Fund should be depleted below the Reserve Required
Amount, then the amount of such depletion shall be restored and
the Authority shall transfer into the Reserve Fund from Net
Revenues in the Revenue Fund (subject to making the required
deposits into the Interest and Sinking Fund), on or before the
15th day of each month, an amount equal to 1 /60th of the
Reserve Required Amount, until the Reserve Fund contains the
Required Reserve Amount.
(c) It is specifically provided, however, that after the
Series 1975 Bonds described in the preamble of this resolution
shall have been paid or retired, or after due legal provision
for their payment or retirement shall have been made, the Re-
serve Required Amount to be kept and maintained in the Reserve
Fund may, at the option of the Authority, be reduced to an
amount of money and investments in market value equal to the
average annual principal and interest requirements of the
Parity Bonds and any Additional Bonds which remain outstanding
from time to time, calculated as of the date of such reduction.
(d) Any excess in the Reserve Fund over the Reserve
Required Amount in effect at any time shall be deposited to the
credit of the Interest and Sinking Fund.
Section 10.05. CONSTRUCTION AND ACQUISITION FUND. There
has been created and there shall be established and maintained
at the Depository a separate fund to be entitled the "Trinity
River Authority of Texas (Tarrant County Water Project) Revenue
Bonds Construction and Acquisition Fund" (hereinafter called
the "Construction and Acquisition Fund "). The net proceeds
(after paying costs of issuance of the Bonds and making the
deposits required by Section 10.03(b) and 10.04(b) hereof) from
the sale of the Initial Bonds not required for refunding the
Refunded Bonds shall be deposited in the Construction and Ac-
quisition Fund and such Fund shall be subject to and charged
with a lien in favor of the holders of the Bonds until the
money in said Fund has been paid out as herein provided. The
Depository shall be required to secure the Construction and
39
Acquisition Fund in its possession by pledging obligations of
or obligations unconditionally guaranteed by the United States;
such obligations at all times shall be at least equal in market
value to the amount in the Construction and Acquisition Fund in
its possession.
Section 10.06. DISBURSEMENTS FROM CONSTRUCTION AND ACQUI-
SITION FUND. (a) Money in the Construction and Acquisition
Fund shall be subject to disbursement by the Authority for
payment of Project Costs to be incurred in the acquisition and
construction of the project for which the "Improvement Bonds"
are being issued. Such disbursements shall be made only upon
checks stating the purpose of the payment signed and counter-
signed by such officers of the Authority as may from time to
time be designated by the Authority by resolution, and duly
certified to the Depository. Disbursements for payments to
construction contractors and disbursements for construction
material, supplies, and equipment shall be approved by a
registered professional engineer.
(b) "Project Costs" as used herein includes all acquisi-
tion costs and construction costs as those terms are generally
understood in standard accounting practice as applied to
projects of this nature, and without limiting the generality of
the foregoing, it shall include purchase of equipment, proper-
ty, rights in property, capitalized interest, costs of land,
easements, and rights of way, including damages to land and
property, engineering, financing, financial consultants,
administrative, auditing, and legal expenses incurred in
connection with the performance of the Contracts. The costs
for engineering, financial consultants, administrative, and
legal expense paid from bond proceeds incurred by the Authority
shall be reasonable and at usual and customary rates. Damages
to land and property, whenever accruing, adjusted under Article
I, Section 17 of the Constitution of Texas shall constitute a
part of Project Costs. After completion of the Project, any
residue remaining in the Construction and Acquisition Fund
shall be deposited in the Interest and Sinking Fund.
Section 10.07. TRUST FUNDS. The Interest and Sinking
Fund and the Reserve Fund shall constitute trust funds and
shall be held in trust by First RepublicBank Fort Worth, N.A.,
Fort Worth, Texas, for the benefit of the holders of the Parity
Bonds and Additional Bonds permitted hereunder.
Section 10.08.
cause the Depository
required by law, all
each paying agent to
as other trust funds
SECURITY OF FUNDS. The Authority shall
to secure and keep secured, in the manner
funds on deposit with it, and will cause
secure all funds deposited with it or them
are secured. The Authority covenants and
40
agrees that no money will be allowed to be or remain deposited
with the Depository unless secured as above provided.
Section 10.09. PLEDGE. The Contracts provide for the
payment by the Cities to the Authority (a) an amount equal to
all Operation and Maintenance Expenses, (b) the amount neces-
sary to pay all the principal of and the interest coming due on
the Parity Bonds on each principal and /or interest payment
date, (c) during each Fiscal Year, the proportionate part of
any special or reserve funds required to be established and /or
maintained by the provisions of the Bond Resolution, and (d) an
amount in addition thereto sufficient to restore any deficiency
in any of such funds or accounts required to be accumulated and
maintained by the provisions of the Bond Resolution. The term
"Net Revenues" as used in this resolution shall mean and be
defined as all of the gross revenues or payments received by
the Authority (i) from the Cities under the Contracts and (ii)
from the parties, if any, with whom the Authority may contract
in the future for supplying treated water from the System,
after deducting therefrom the amounts paid to the Authority for
the purpose of paying Operation and Maintenance Expenses, with
the result that the Net Revenues shall consist of the amounts
necessary to pay all principal and /or interest coming due on
the Parity Bonds on each principal and /or interest payment
date, and any amounts payable under (c) and (d) above. The
Parity Bonds and the interest thereon are and shall be payable
from and secured by a first lien on and pledge of said Net
Revenues, and said Net Revenues are hereby pledged for such
purpose and to the establishment and maintenance of the Inter-
est and Sinking Fund and the Reserve Fund.
Section 10.10. INVESTMENT OF FUNDS. The money in all
Funds maintained hereunder shall be invested and reinvested in
securities permitted by Section 8 -B of the Authority Act which
mature in not more than fifteen (15) years from the date of
their purchase. All income and profits from the investment of
all funds hereunder shall be deposited in the Interest and
Sinking Fund not later than the January 15 or July 15 next
following the receipt thereof.
Section 11.01. PREPARATION OF BUDGET. Not less than
forty (40) days before the commencement of each Fiscal Year
while any of the Parity Bonds or interest coupons appertaining
thereto are outstanding and unpaid, the Authority will prepare
and file with the Cities the annual budget (herein called
"Annual Budget ") of Operation and Maintenance Expenses for the
ensuing Fiscal Year, and, except as otherwise provided, the
total expenditures in any division thereof will not exceed the
total expenditures in the corresponding division in the Annual
Budget. The Authority covenants that the current Operation and
41
Maintenance Expenses incurred in any Fiscal Year will not
exceed the reasonable and necessary amount of such expenses,
and that it will not expend any amount or incur any obligation
for maintenance, repair, and operation in excess of the amounts
provided for current Operation and Maintenance Expenses in the
Annual Budget; provided, however, that if at any time the Board
of Authority shall determine that the amount of the appropria-
tion for any item in the Annual Budget is in excess of the
amount which will be required for such term, the Board of
Authority may reduce such appropriation and made appropriation
for any item or items not covered by the Annual Budget or
increase the appropriation for any other item or items by an
amount not exceeding the amount of such reduction; and provided
further, that the Board of Authority may at any time adopt an
amended or supplemental budget for the remainder of the then
current Fiscal Year in case of an emergency caused by some
extraordinary occurrence which shall be clearly defined in such
resolution. Any such supplemental budget shall be filed
immediately with the Cities.
Section 11.02. ACCOUNTING AND REPORTING. The Authority
covenants that proper books of record and account will be kept
in which true, full, and correct entries will be made of all
income, expense, and transactions of and in relation to the
System, and each and every part thereof. Within three months
after each full Fiscal Year, a statement certified as correct
by a Certified Public Accountant showing the Gross Revenues and
the Operation and Maintenance Expenses for such Fiscal Year,
shall be furnished to the Cities, and to the original pur-
chasers of the Bonds. Each such audit will be available during
regular office hours at the administration offices of the
Authority for inspection by any holder of any of the Bonds.
Section 11.03. PUBLIC INSPECTION. The Authority further
covenants and agrees that the System, and each and every part
thereof, and all books, records, accounts, documents, and
vouchers relating to the construction, operation, maintenance,
repair, improvement, and extension thereof, will at all times
be open to inspection by the Cities.
Section 12.01. PAYMENT OF PARITY BONDS AND INTEREST
THEREON. The Authority covenants and agrees that, out of the
pledged Net Revenues, it will duly and punctually pay, or cause
to be paid, the principal of every Parity Bond and the interest
thereon, on the date and at the place and in the manner speci-
fied in the Parity Bonds and in any interest coupons thereto
appertaining, and that it will faithfully do and perform and at
all times fully observe any and all covenants, undertakings,
and provisions contained herein or in any Parity Bond.
42
Section 12.02. LEGAL ABILITY. The Authority represents
that it is a conservation and reclamation district,, a political
subdivision of the State of Texas, and a governmental agency
and body politic and corporate, duly created, organized, and
existing under the Constitution and laws of the State of Texas
and has proper authority from all other public bodies and
authorities, if any, having jurisdiction thereof to construct,
acquire, operate, maintain, improve, extend, better, repair,
renew, and replace the System as herein described, and to levy
and collect rates, tolls, rents, fees, and other charges, and
to pledge its revenues in the manner and form as herein done or
intended, and that all corporate action on its part to that end
has been duly and validly taken. The Authority covenants and
agrees that it will at all times maintain its corporate exist-
ence and maintain a lawful Board of Directors, and at all times
function and act in the best interest of the System and the
owners and holders of the Parity Bonds.
Section 12.03. CONSTRUCTION AND OPERATION. The Authority
further covenants that it will forthwith proceed to acquire and
construct the improvements, betterments, and extensions to the
System as described in the Engineering Report, as soon as
practicable in accordance with plans and specifications which
have been prepared by its Independent Consulting Engineer, and
thereafter each and every part of the System will be contin-
uously operated by the Authority in an efficient and economical
manner and will be kept in thorough repair and maintained in a
high state of operating efficiency and in such manner that the
interest of the Cities, the people of the State of Texas, the
bondholders or owners, and the Authority will be promoted.
Section 12.04. OPERATION OF THE SYSTEM. The Authority
shall use its best efforts to see that the System is properly
and efficiently operated.
Section 12.05. CONTRACTORS. Authority shall require each
person, firm, or corporation with whom (or which) it may
contract for construction in connection with the System to
furnish a performance bond in the full amount of any contract
and a payment bond as required by law, and to carry such
workmen's compensation or employers' liability insurance as may
be required by law and such public liability, property damage,
and builders' risk insurance, if any, as may be appropriate and
necessary. The Authority further covenants and agrees that the
proceeds of any such performance bond will forthwith, upon
receipt of such proceeds, be applied toward the completion of
the contract in connection with which such performance bond
shall have been furnished.
43
Section 12.06. COVENANT TO MAINTAIN SUFFICIENT INCOME.
To the end that Authority income will be sufficient to pay the
Parity Bonds and the interest thereon when due, the Authority
will keep in effect and enforce the Contracts, and will cause
the System to be operated and maintained at an annual cost that
will be within its income other than the income required to pay
the Parity Bonds and the interest thereon and the fees of each
paying agent and Paying Agent /Registrar. The Authority will
not voluntarily consent to any amendment to the Contracts which
would reduce the amounts payable thereunder or extend the time
of the payment of such amounts or which would in any manner
impair or adversely affect the rights of the holders or owners
of the Parity Bonds from time to time. If any of the Cities
fails to make payments as required by the Contracts and if it
shall appear that enforcement of the Contracts has become
ineffective or will be ineffective to the extent that a default
in payment of principal of or interest on the Parity Bonds
occurs or is threatened, the Authority will take all necessary
action to preserve and protect the rights of the holders or
owners of the Parity Bonds and to assure payment of the princi-
pal thereof and the interest thereon.
Section 12.07. NO OTHER LIENS. The Authority further
covenants that there is not now outstanding, except as regards
the Parity Bonds, and that the Authority will not at any time
while the Parity Bonds are outstanding, create or allow to
accrue or to exist any lien upon the System, or any rights
owned, or the revenues pledged herein to the payment of the
principal of and interest on the Parity Bonds, at any time
derived from the operation thereof, or any of its Funds, except
as authorized by Sections 14.01 and 14.02 of this Resolution in
connection with Additional Bonds and other bonds; that the
security of the Parity Bonds will not be impaired in any way as
a result of any action or any non - action on the part of the
Authority, its Board of Directors, or officers, or any thereof,
and that the Authority has, and will, subject to the provisions
hereof, continuously preserve good and indefeasible title to
the System and each and every part thereof.
Section 12.08. KEEP FRANCHISES AND PERMITS IN EFFECT.
The Authority further covenants that no franchises, permits,
privileges, or easements will be allowed to lapse or be for-
feited so long as the same shall be necessary for the proper
operation of the System.
Section 12.09. GOVERNMENTAL REQUIREMENTS; LIENS; CLAIMS.
The Authority covenants that it will duly observe and comply
with all valid requirements of any governmental authority
relative to the System or any part thereof, and that it will
pay or cause to be discharged, or will make adequate provision
44
to satisfy and discharge, all lawful claims and demands for
labor, materials, supplies, or other objects which if unpaid,
might by law become a lien upon such System or any part thereof
or the revenue therefrom; provided, however, that nothing in
this Section contained shall require the Authority to pay or
cause to be discharged, or make provision for, any such lien or
charge, so long as the validity thereof shall be contested in
good faith and by appropriate legal proceedings.
Section 12.10. FURTHER ASSURANCE. The Authority cove-
nants that it will take such further action as may be required
to carry out the purposes of this Resolution and to assure its
validity.
Section 12.11. SALE AND LEASE OF PROPERTY. (a) The
Authority covenants that so long as any of the Parity Bonds or
interest payable thereon shall be outstanding, and except as in
this Section otherwise permitted, it will not sell, lease, or
otherwise dispose of or encumber any part of the System except
as provided herein.
(b) The Authority may from time to time dispose of any
rights, machinery, fixtures, apparatus, tolls, instruments, or
other movable property and any materials used in connection
therewith, if the Authority shall determine that such are no
longer needed or are no longer useful in connection with the
operation and maintenance of the System. The Authority may
from time to time sell such real estate that *is not needed or
serves no useful purposes in connection with the maintenance
and operation of the System. The proceeds of any sale of real
or personal property acquired from the proceeds of the Parity
Bonds shall be deposited in the Revenue Fund.
(c) The Authority may lease any of its lands for any
purpose, if such lease or the use of such lands will not be
detrimental to the operation and maintenance of the System. It
may also lease any of its real property for oil, gas, and
mineral purposes. No lease shall be made which will result in
any damage to or substantial diminution of the value of other
property of the Authority. The rental to be charged under all
such leases shall be not less than the fair and reasonable
rental in relation to the character and value of the property
leased. All rentals, revenues, receipts, and royalties derived
by the Authority from any and all leases so made, shall be
deposited in the Revenue Fund.
(d) It is covenanted and agreed by Authority that no such
property of any nature shall be sold or leased by Authority
unless, prior to any action taken by Authority concerning such
sale or leasing, Authority shall procure the advice and
45
recommendation in writing of a registered professional engineer
concerning such proposed sale or leasing.
Section 12.12. SUCCESSOR PAYING AGENTS FOR COUPON BONDS.
If any of the paying agents for any Parity Bonds which are
coupon bonds payable to bearer, or their successors, become
unable for any reason to act as a paying agent for said bonds,
the Authority covenants that it will appoint a bank in the same
city as the paying agent initially appointed, where said bonds
and interest thereon shall be paid.
Section 12.13. INDEPENDENT ENGINEER. (a) The Authority
covenants that, until the Parity Bonds and the interest thereon
shall have been paid or provision for such payment shall have
been made, it will, for the purpose of performing and carrying
out the duties imposed on the Independent Consulting Engineer
by this Resolution, employ an independent engineer or engineer-
ing firm or corporation having a favorable repute for skill and
experience in such work.
(b) The Authority covenants that it will at all appropri-
ate times cause the Independent Consulting Engineer to submit
and give all necessary or desirable advice and recommendations
concerning renewals, replacements, extensions, betterments, and
improvements for the System, to the end that the System shall
be operated and maintained in the most efficient and satisfac-
tory manner. Further, Authority shall cause the Independent
Consulting Engineer to make in writing a full survey, review,
and report on the physical condition of the System once every
three years.
(c) Authority further covenants that it will cause the
Independent Consulting Engineer to make an annual report to it
which shall set forth such Engineer's recommendations and
advice as to (1) the proper maintenance, repair, and operation
of the System, including their findings as to whether or not
the properties of the System have been maintained in good
repair and sound operating condition; (2) the extensions,
improvements, renewals, and replacements which should be made
during the ensuing Fiscal Year; (3) the amounts and types of
insurance which should be carried by the Authority on the
properties; and (4) any revisions or changes of rates, fees,
and charges.
(d) The expense incurred under this Section 12.13 shall
constitute Operation and Maintenance Expenses.
Section 12.14. PARITY BONDS AND INTEREST NOT PAYABLE FROM
TAXES. The holders and owners of the Parity Bonds and the
interest payable thereon shall never have the right to demand
46
payment thereof out of funds raised or to be raised by taxa-
tion, or from any source other than the Net Revenues as defined
and described herein.
Section 13.01. INSURANCE COVERAGE. The Authority cove-
nants that it will at all times keep insured such of the
System's plants, structures, buildings, stations, machinery,
equipment, apparatus, pipelines, and equipment as are usually
insured by corporations operating like properties, with a
responsible insurance company or companies, against risks,
accidents, or casualties against which and to the extent
insurance is usually carried by corporations operating like
properties, and will also at all times maintain workmen's
compensation insurance and insurance against public liability
and property damages, in a reasonable amount with responsible
insurance companies; provided, however, that at any time while
any contractor engaged in construction work shall be fully
responsible therefor, the Authority shall not be required to
carry such insurance. All such policies shall be open to the
inspection of the bondholders and their representatives at all
reasonable times.
Section 13.02. INSURANCE PROCEEDS. In the event of any
loss of or damage to the System the Authority covenants that it
will reconstruct or repair the destroyed or damaged portion of
the property and will apply the proceeds of the insurance
policies covering such loss or damage solely for that purpose.
The Authority covenants that it will begin such work of recon-
struction or repair promptly after such loss or damage shall
occur and will continue and properly complete the same as
expeditiously as possible and will pay or cause to be paid all
costs and expenses in connection therewith so that the same
shall be so completed and the property be free and clear of all
mechanics' and other liens and claims. The Authority agrees
that it will procure the advice and recommendation in writing
of a registered professional engineer concerning such recon-
struction before it is undertaken.
Section 13.03. UNUSED INSURANCE PROCEEDS. Any insurance
proceeds remaining after the completion of and payment for any
such reconstruction or repair shall be deposited in the Revenue
Fund.
Section 14.01. ADDITIONAL BONDS. As used in this resolu-
tion, the following additional definitions shall apply:
(a) "Completion Bonds" means any bonds issued to complete
construction of the System to enable the Authority to provide
water supply services to the Cities and to others, as the
47
System is described in the Engineering Report defined in the
Contracts.
(b) "Improvement Bonds" means bonds issued for improve-
ments, betterments, extensions, and replacements of the System.
(c) "Special Project Bonds" means any bonds issued to
finance construction and /or acquisition of facilities which
will not constitute a part of the System and which will not be
paid out of revenues from the Contracts.
(d) "Refunding Bonds" means any bonds issued for the
purpose of refunding all or a part of the Parity Bonds or
Additional Bonds.
(e) "Additional Bonds" means and includes Completion
Bonds, Improvement Bonds, and Refunding Bonds.
Section 14.02. COMPLETION BONDS AND IMPROVEMENT BONDS.
The Authority reserves the right to issue Completion Bonds and
Improvement Bonds payable from and secured by a pledge of the
Net Revenues, on a parity of lien with the Parity Bonds, or
junior to the Parity Bonds, or a portion of them may be such
first lien bonds and a portion may such junior lien bonds. The
Completion Bonds and Improvement Bonds may be issued in one or
more series or installments, and from time to time as author-
ized by the Board of Authority, provided, however, that no
installment or series of Completion Bonds or Improvement Bonds,
if it is on a parity with the lien of the Parity Bonds, shall
be issued unless:
(a) A certificate is executed by the President and
Secretary of the Board of Authority to the effect that no
default exists in connection with any of the covenants or
requirements of the resolutions authorizing the issuance
of all then outstanding bonds which are secured by and
payable from the Net Revenues;
(b) A certificate is executed by the President and
the Secretary of the Board of Authority to the effect that
the Interest and Sinking Fund and the Reserve Fund contain
the amounts then required to be on deposit therein;
(c) The then proposed Completion Bonds or Improve-
ment Bonds are made to mature on August 1 and /or February
1 of each of the years in which they are scheduled to
mature.
Section 14.03. SPECIAL PROJECT BONDS. Special Project
Bonds payable from and secured by revenues may be issued by the
48
Authority for the purpose of providing additional facilities to
enable the Authority to render service to other users, provided
that such Special Project Bonds are not payable from or secured
by a pledge of Net Revenues. Special Project Bonds may be
additionally secured by a mortgage or deed of trust lien upon
only the physical properties of the project purchased or
constructed with the proceeds of such bonds.
Section 14.04. INCREASE IN RESERVE FUND. If Completion
Bonds or Improvement Bonds are issued, the maximum amount
required to be deposited and maintained in the Reserve Fund
shall be increased so that the aggregate amount to be accumu-
lated in the Reserve Fund shall be no less than the average
annual principal and interest requirements for all then out-
standing Parity Bonds, Completion Bonds, or Improvement Bonds,
and for the installment or series of bonds then proposed to be
issued. Such average annual requirements shall be calculated
as of the date of any such Additional Bonds. Provided, as of
the date of any such Additional Bonds, it shall be sufficient
if the aggregate amount in the Reserve Fund is equal to the
average annual requirement on the Parity Bonds and Additional
Bonds outstanding and to be outstanding, and if the amount
exceeds such average annual requirement, any surplus in the
Reserve Fund shall be transferred to the Interest and Sinking
Fund, unless otherwise required by any bond resolution.
Section 14.05. TAX BONDS. No provisions in this Resolu-
tion shall in any way affect the statutory right of the Author-
ity to issue bonds supported wholly by ad valorem taxes.
Section 14.06. REFUNDING BONDS. The Authority reserves
the right to issue Refunding Bonds to refund any outstanding
bonds secured by a pledge of the Net Revenues from the Con-
tracts and any amendments thereof. Provided, that if less than
all of such bonds at any time outstanding are refunded the
principal and interest requirements shall not be increased in
any year in which any of the bonds not being refunded are
scheduled to mature. It is further specifically provided,
however, that the second sentence of this Section 14.06 shall
not be applicable, shall have no force or effect, and need not
be complied with after the Series 1975 Bonds described in the
preamble to this resolution shall have been paid or retired, or
after due legal provision for such payment or retirement shall
have been made.
Section 15.01. DEFAULT PROVISIONS AND REMEDIES. In the
event of a default or a threatened default in the payment of
principal of or interest on the Parity Bonds, any court of
competent jurisdiction may, upon petition of holders or owners
of twenty -five per cent of the outstanding Parity Bonds,
49
appoint a receiver with authority to collect and receive all
income from the System, employ, and discharge agents, em-
ployees, and consultants of the Authority, take charge of
pledged funds on hand and manage the proprietary affairs of the
Authority without consent or hindrance by the Board of Author-
ity. Such receiver may also be authorized to make contracts
for providing water treatment services or renew such contracts
with the approval of the court appointing him. The Court may
vest the receiver with such other powers and duties as the
court may find necessary for the protection of the holders or
owners of the Parity Bonds.
Section 15.02. OTHER REMEDIES; REMEDIES NOT WAIVED. No
remedy herein specified is intended to be exclusive of any
other available remedy or remedies, but each and every such
remedy shall be cumulative and shall be in addition to every
other remedy available to the holders or owners of the said
Parity Bonds, or now or hereafter existing at law or in equity,
or by statute. No delay or omission to exercise any right or
power shall impair any such right or power or shall be con-
strued to be a waiver of any such default or acquiescence
therein, and every such right and power may be exercised from
time to time and so often as may be deemed expedient.
Section 16.01. AMENDMENTS OF RESOLUTION BY AUTHORITY.
Without any prior action by or notice to the holders or owners
of the Parity Bonds, Authority may, from time to time, and at
any time, amend the Resolution:
(a) to add to the covenants and undertakings of the
Authority contained in this Resolution such additional
covenants and undertakings as may be authorized or per-
mitted by law; and
(b) to cure any ambiguous, defective, or inconsis-
tent provisions of this Resolution and to accomplish any
other purposes not inconsistent with the provisions of
this Resolution and which shall not impair the security
afforded hereby.
Section 16.02. AMENDMENTS BY CONSENT. The holders and
owners of Parity Bonds and Additional Bonds aggregating in
principal amount two - thirds of the aggregate principal amount
of the Parity Bonds and Additional Bonds at the time outstand-
ing (but not including in any case any Parity Bonds or Addi-
tional Bonds which may then be held or owned by or for the
account of the Authority) shall have the right from time to
time to approve an amendment of this Resolution which may be
deemed necessary or desirable by the Authority; provided,
however, that no amendment, without the consent of the holders
50
and owners of all of the outstanding Parity Bonds and Addi-
tional Bonds, shall:
(a) Make any change in the maturity of the Parity Bonds
or Additional Bonds;
(b) Reduce the rate of interest borne by any of the
Parity Bonds or Additional Bonds;
(c) Reduce the amount of the principal payable on the
Parity Bonds or Additional Bonds;
(d) Modify the terms of payment of principal of or
interest on the Parity Bonds or Additional Bonds, or
any of them, or impose any conditions with respect to
such payment;
(e) Affect the rights of the holders or owners of less
than all of the Parity Bonds and Additional Bonds
then outstanding;
Change the minimum percentage of the principal amount
of Parity Bonds and Additional Bonds necessary for
consent to such amendment.
(f)
Section 16.03. NOTICE REQUIRED. If at any time the
Authority shall desire to amend this Resolution under Section
16.02, the Authority shall cause notice of the proposed amend-
ment to be published in a financial newspaper or journal
published in the City of New York, New York, once during each
calendar week for at least four 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 with
each paying agent for the Parity Bonds and Additional Bonds and
with the Secretary of the Board of Authority for inspection by
all holders or owners of Parity Bonds and Additional Bonds.
Such publication is not required, however, if notice in writing
is given to each holder and owner of Parity Bonds and Addi-
tional Bonds.
Section 16.04. ADOPTION OF AMENDMENT. Whenever at any
time not less than thirty (30) days and within one year from
the date of the first publication of said notice or other
service of written notice the Authority shall receive an
instrument or instruments executed by the holders and owners of
at least two - thirds in aggregate principal amount of Parity
Bonds and Additional 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
51
file with the paying agents and Authority, the Authority may
adopt the amendatory resolution in substantially the same form.
Section 16.05. EFFECTIVE UPON ADOPTION. Upon the adop-
tion of any amendatory resolution pursuant to the provisions
hereof, this Resolution shall be deemed to be amended in accor-
dance with such amendatory resolution, and the respective
rights, duties, and obligations under this Resolution of the
Authority and all the holders or owners of outstanding Parity
Bonds and Additional Bonds shall thereafter be determined,
exercised, and enforced hereunder, subject in all respects to
such amendments.
Section 16.06. REVOCATION OF CONSENT. Any consent given
by the holder or owner of a Parity Bond or Additional Bond
pursuant to the provisions hereof shall be irrevocable for a
period of six months from the date of the first publication of
the notice provided for herein, and shall be conclusive and
binding upon all future holders and owners of the same Parity
Bond or Additional 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 holder or owner who
gave such consent, or by a successor in title, by filing notice
thereof with the paying agent and the Authority, but such
revocation shall not be effective if the holders or owners of
two - thirds aggregate principal amount of the Parity Bonds and
Additional Bonds outstanding as herein defined have, prior to
the attempted revocation, consented to and approved the amend-
ment.
Section 16.07. PROOF OF OWNERSHIP. The fact of the
holding of Parity Bonds and Additional Bonds by any Bondholder
and the amount and numbers of such Parity Bonds and Additional
Bonds, and the date of his holding same may be proved by the
affidavit of the person claiming to be such holder or owner, or
by a certificate executed by any trust company, bank, banker,
or any other depository, wherever situated showing that on the
date therein mentioned such person had on deposit with such
trust company, bank, banker, or other depository, the Parity
Bonds or Additional Bonds described in such certificate. The
Authority may conclusively assume that such ownership continues
until written notice to the contrary is served upon the Author-
ity. All matters relating to the ownership of fully registered
Parity Bonds and Additional Bonds shall be ascertained from the
registration books therefor kept by the registrar.
Section 17. ARBITRAGE. The Authority covenants to and
with the purchasers of the Parity Bonds that it will make no
use of the proceeds of the Parity Bonds at any time throughout
the term of the issues of Parity Bonds which, if such use had
52
been reasonably expected on the date of delivery of the Parity
Bonds to and payment for the Parity Bonds by the purchasers,
would have caused the Parity Bonds to be arbitrage bonds within
the meaning of Section 103(c) of the Internal Revenue Code of
1954, as amended, or any regulations or rulings pertaining
thereto; and by this covenant the Authority is obligated to
comply with the requirements of the aforesaid Section 103(c)
and all applicable and pertinent Department of the Treasury
regulations relating to arbitrage bonds. The Authority further
covenants that the proceeds of the Parity Bonds will not
otherwise be used directly or indirectly so as to cause all or
any part of the Parity Bonds to be or become arbitrage bonds
within the meaning of the aforesaid Section 103(c), or any
regulations or rulings pertaining thereto.
Section 18. DEFEASANCE OF BONDS (SERIES 1988). (a) Any
Bond and the interest thereon shall be deemed to be paid,
retired, and no longer outstanding (a "Defeased Bond ") within
the meaning of this Resolution, except to the extent provided
in subsection (d) of this Section, when payment of the princi-
pal of such Bond, plus interest thereon to the due date (wheth-
er such due date be by reason of maturity, upon redemption, or
otherwise) either (i) shall have been made or caused to be made
in accordance with the terms thereof (including the giving of
any required notice of redemption), or (ii) shall have been
provided for on or before such due date by irrevocably deposit-
ing with or making available to the Paying Agent /Registrar for
such payment (1) lawful money of the United States of America
sufficient to make such payment or (2) Government Obligations
which 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 provide for such payment, and
when proper arrangements have been made by the Issuer with the
Paying Agent /Registrar for the payment of its services until
all Defeased Bonds shall have become due and payable. At such
time as a Bond shall be deemed to be a Defeased Bond hereunder,
as aforesaid, such Bond and the interest thereon shall no
longer be secured by, payable from, or entitled to the benefits
of, the Pledged Revenues as provided in this Resolution, and
such principal and interest shall be payable solely from such
money or Government Obligations.
(b) Any moneys so deposited with the Paying Agent /Regis-
trar may at the written direction of the Issuer also be in-
vested in Government Obligations, maturing in the amounts and
times as hereinbefore set forth, and all income from such
Government Obligations received by the Paying Agent /Registrar
which is not required for the payment of the Bonds and interest
thereon, with respect to which such money has been so
53
deposited, shall be turned over to the Issuer, or deposited as
directed in writing by the Issuer.
(c) The term "Government Obligations" as used in this
Section 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, which may be United States Treasury obligations such
as its State and Local Government Series, which may be in
book -entry form.
(d) Until all Defeased Bonds shall have become due and
payable, the Paying Agent /Registrar shall perform the services
of Paying Agent /Registrar for such Defeased Bonds the same as
if they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required
by this Resolution.
Section 19. DAMAGED, MUTILATED, LOST, STOLEN, OR DE-
STROYED BONDS (SERIES 1988). (a) Replacement Bonds. In the
event any outstanding 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 Bond, in replacement for
such Bond in the manner hereinafter provided.
(b) Application for Replacement Bonds. Application for
replacement of damaged, mutilated, lost, stolen, or destroyed
Bonds shall be made by the registered owner thereof to the
Paying Agent /Registrar. In every case of loss, theft, or
destruction of a Bond, the registered owner applying for a
replacement bond shall furnish to the Issuer 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 Bond, the registered owner shall furnish to
the Issuer 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 every case of damage or mutilation of a
Bond, the registered owner shall surrender to the Paying
Agent /Registrar for cancellation the Bond so damaged or muti-
lated.
(c) No Default Occurred. Notwithstanding the foregoing
provisions of this Section, in the event any such Bond shall
have matured, and no default has occurred which is then con-
tinuing in the payment of the principal of, redemption premium,
if any, or interest on the Bond, the Issuer may authorize the
payment of the same (without surrender thereof except in the
54
case of a damaged or mutilated Bond) instead of issuing a
replacement Bond, provided security or indemnity is furnished
as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. Prior to the
issuance of any replacement bond, the Paying Agent /Registrar
shall charge the registered owner of such 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 Bond is lost, stolen, or
destroyed shall constitute a contractual obligation of the
Issuer whether or not the lost, stolen, or destroyed Bond shall
be found at any time, or be enforceable by anyone, and shall be
entitled to all the benefits of this Resolution equally and
proportionately with any and all other Bonds duly issued under
this Resolution.
(e) Authority for Issuing Replacement Bonds. In accor-
dance with Section 6 of Vernon's Ann. Tex. Civ. St. Art.
717k -6, this Section 19 of this Resolution shall constitute
authority for the issuance of any such replacement bond without
necessity of further action by the governing body of the Issuer
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 authen-
ticate and deliver such Bonds in the form and manner and with
the effect, as provided in Section 6(d) of this Resolution for
Bonds issued in conversion and exchange for other Bonds.
Section 20. COVENANTS REGARDING TAX - EXEMPT STATUS OF
BONDS. The Issuer hereby covenants to take such action or
refrain from such action necessary to ensure the status of the
Bonds as obligations described in section 103 of the Internal
Revenue Code of 1986 or any predecessor thereof. In particu-
lar, but not by way of limitation, the Issuer covenants as
follows:
(a) None of the proceeds of the Bonds (including
investment earnings thereon) will be used, directly or
indirectly, in the trade or business of a person, other
than the Issuer. For purposes of the foregoing, any use
of such proceeds in any manner contrary to the guidelines
set forth in Revenue Procedures 82 -14 and 82 -15, 1982 -1
C.B. 459, 460, or any amendments, revisions or supplements
thereto, shall constitute the use of such proceeds in the
trade or business of such person;
(b) None of the proceeds of the Bonds (including
investment earnings thereon) will be used, directly or
indirectly, to finance loans to any persons;
55
(c) Not by way of limitation, the Issuer will take
such action or will refrain from any action which would
adversely affect the exemption from federal income taxa-
tion of the interest paid on the Bonds, including without
limitation any action that would permit any of the Bonds
to be treated as "private activity bonds" within the
meaning of section 141 of the Code or as "federally
guaranteed" within the meaning of section 149(b) of the
Code, and will take, or require to be taken, such acts as
may be reasonably within its ability and as may from time
to time be required under applicable law or regulation to
continue to cause interest on the Bonds to be excludable
from gross income of the holder, including the preparation
and filing of any statements or information reports
required to be filed by the Issuer in order to maintain
the tax - exempt status of the interest on the Bonds; and
(d) The Issuer has not taken, has no present inten-
tion of taking any action and knows of no action taken or
intended which would cause interest on the Bonds to be
includable in the gross income of any bondholders for
federal income tax purposes.
Section 21. COVENANTS REGARDING ARBITRAGE. (a) A Rebate
Fund is hereby established by the Issuer. Such Fund shall be
for the benefit of the United States of America. The Rebate
Fund is established for the purpose of compliance with section
148 of the Internal Revenue Code of 1986 (the "Code ").
(b) At the close of each "Bond Year," the Issuer shall
compute the amount of "Excess Earnings," if any, for the period
beginning on the date of delivery of the Initial Bond and
ending at the close of such "Bond Year" and transfer to the
Rebate Fund an amount equal to the difference, if any, between
the amount then in the Rebate Fund and the Excess Earnings so
computed. The term "Bond Year" means with respect to the Bonds
each one -year period ending on the anniversary of the date of
delivery of the Initial Bond. If, at the close of any Bond
Year, the amount in the Rebate Fund exceeds the amount that
would be required to be paid to the United States of America
under paragraph (d) below if the Bonds had been paid in full,
such excess may be transferred from the Rebate Fund and paid to
the Issuer.
(c) In general, "Excess Earnings" for any period of time
means the sum of
(i) the excess of --
56
(A) the aggregate amount earned during such
period of time on all "Nonpurpose Obligations"
(including gains on the disposition of such Obli-
gations) in which "Gross Proceeds" of the issue are
invested (other than amounts attributable to an
excess described in this subparagraph (c)(i)), over
(B) the amount that would have been earned
during such period of time if the "Yield" on such
Nonpurpose Obligations (other than amounts attrib-
utable to an excess described in this subparagraph
(c)(i)) had been equal to the yield on the issue,
plus
(ii) any income during such period of time attrib-
utable to the excess described in subparagraph (c)(i)
above.
"Excess Earnings" will not include amounts, if any, which need
not be taken into account under the special rules of section
148 (f) (4) (A) and (8) of the Code relating to bona fide debt
service funds and the six -month temporary investment period.
The terms "Nonpurpose Obligations," "Gross Proceeds" and
"Yield" shall have the meanings prescribed by section 148 of
the Code and shall be applied in the manner prescribed in such
section.
(d) The Issuer shall pay to the United States of America
at least once every five -years an amount that ensures that at
least 90 percent of the Excess Earnings from the date of
delivery of the Bonds to the close of the period for which the
payment is being made will have been paid. The Issuer shall
pay to the United States of America not later than 60 days
after the Bonds have been paid in full 100 percent of the
amount then required to be paid under section 148(f) of the
Code as a result of Excess Earnings.
(e) The Issuer shall keep such records as will enable the
Issuer to fulfill its responsibilities under this section and
section 148(f) of the Code and shall retain such records for at
least six years following the final payment of principal and
interest on the Bonds.
(f) The Issuer will not use any portion of the proceeds
of the Bonds directly or indirectly to acquire "higher yielding
investments," or to replace funds which were used directly or
indirectly to acquire "higher yielding investments." The term
higher yielding investments means any investment property (as
defined in section 148(b)(2) of the Code) which produces a
yield over the term of the issue which is materially higher
57
than the yield on the issue (as defined above). The foregoing
limitation on higher yielding investments shall not apply to --
(1) proceeds of the Bonds invested for a reasonable
temporary period of 3 years or less until such proceeds
are needed for the purpose for which the bonds are issued,
or
(2) amounts invested in a bona fide debt service
fund if the gross earnings on such fund are less than
$100,000 in any bond year.
(g) The Issuer covenants to restrict the use of Initial
Bonds proceeds in such manner and to such extent, as may be
necessary, so that the Bonds will not constitute arbitrage
bonds under section 148 of the Code. Any authorized represen-
tative of the Issuer having responsibility with respect to the
issuance of the Bonds is authorized and directed, alone or in
conjunction with any other official, employee or consultant of
the Issuer to give an appropriate certificate on behalf of the
Issuer, for inclusion in the transcript of proceedings for the
Bonds, setting forth the facts, estimates and circumstances and
reasonable expectations pertaining to section 148 of the Code
and, to the extent applicable, section 149(d) of the Code.
(h) The requirements of this Section are subject to, and
shall be interpreted in accordance with section 148 of the
Code.
Section 22. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS;
BOND COUNSEL'S OPINION, CUSIP NUMBERS, AND INSURANCE. The
President of the Board of Directors of the Issuer is hereby
authorized to have control of the Initial Bonds issued hereun-
der and all necessary records and proceedings pertaining to the
Initial 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
Initial 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 on
each of the Initial Bonds, and the seal of said Comptroller
shall be impressed, or placed in facsimile, on each of the
Initial Bonds. The approving legal opinion of the Issuer's
Bond Counsel and the assigned CUSIP numbers may, at the option
of the Issuer, be printed on each of the Initial Bonds or on
any Bonds issued and delivered in conversion of and exchange or
replacement of any Bond, but neither shall have any legal
effect, and shall be solely for the convenience and information
of the registered owners of the Bonds. If the underwriters of
58
•
the Initial Bonds elect to obtain insurance on the Bonds, the
Initial Bonds and all other Bonds shall bear an appropriate
legend concerning insurance as provided by the insurer.
Section 23. SALE OF INITIAL BONDS. The Initial Bonds are
hereby sold and shall be delivered to Dillon, Read & Co. Inc.,
as representative of the underwriters, in accordance with the
Bond Purchase Contract dated the date of this meeting and
presented to the Board of the Authority at this meeting. The
General Manager of the Authority and the Secretary of the Board
of the Authority are authorized and directed to execute, on
behalf of the Authority, said Bond Purchase Contract in the
form and substance submitted at this meeting.
Section 24. OFFICIAL STATEMENT. An Official Statement
dated as of the date of this meeting has been prepared in
connection with the sale of the Initial Bonds and the Bonds, in
the form and substance submitted at this meeting. Said Offi-
cial Statement and any supplement or addenda thereto have been
and are hereby approved, and their use in the offer and sale of
the Bonds is hereby approved. It is further officially found,
determined, and declared that the statements and representa-
tions contained in said Official Statement are true and correct
in all material respects, to the best knowledge and belief of
the Authority. The distribution and use of the Preliminary
Official Statement dated February 12, 1988, prior to the date
hereof is hereby ratified and approved.
Section 25. REFUNDING BONDS. The following principal
amounts of the Initial Bonds (aggregating $30,996,567.10) are
hereby designated as the "Refunding Bonds" portion of the
Initial Bonds issued to refund the Refunded Bonds, to -wit, the
principal amounts maturing on February 1 of each of the years,
respectively, as follows:
$ 460,000.00 1989
485,000.00 1990
510,000.00 1991
540,000.00 1992
570,000.00 1993
605,000.00 1994
645,000.00 1995
1,605,000.00 1996
1,725,000.00 1997
1,795,000.00 1998
1,945,000.00 1999
$1,775,000.00 2000
2,600,000.00 2001
2,920,000.00 2002
3,135,000.00 2003.
3,350,000.00 2004
3,780,000.00 2005
976,173.10 2006
579,628.00 2007
521,614.80 2008
474,151.20 2009
Section 26. REFUNDING OF REFUNDED BONDS. That concur-
rently with the delivery of the Initial Bonds the Authority
shall deposit an amount from the proceeds from the sale of the
Initial Bonds with First RepublicBank Fort Worth, N.A. Fort
Worth, Texas, as Escrow Agent, sufficient, together with other
available funds, to refund all of the Refunded Bonds in accor-
dance with Section 7A of Vernon's Ann. Tex. Civ. St. Article
717k, as amended. The General Manager of the Authority and the
Secretary of the Board of Directors of the Authority are hereby
authorized, for and on behalf of the Authority, to execute an
appropriate Escrow Agreement to accomplish such purpose. It is
hereby found and determined that the refunding of the Refunded
Bonds is advisable and necessary in order to restructure the
principal and interest requirements and procedures of the
Authority, and that the principal and interest requirements on
the "Refunding Bonds" portion of the Bonds in each year will be
less than they would be on the Refunded Bonds if they were not
refunded, resulting in a reduction in the amount of principal
and interest which otherwise would be payable in each year with
respect to the Refunded Bonds, both on an actual and a present
value basis.
Section 27. FURTHER PROCEDURES. The President of the
Board of the Authority, the Secretary of said Board, the
General Manager of the Authority, and all other officers,
employees, and agents of the Authority, and each of them, shall
be and they are hereby expressly authorized, empowered, and
directed from time to time and at any time to do and perform
all such acts and things and to execute, acknowledge, and
deliver in the name and on behalf of the Authority all such
instruments and agreements, whether or not herein mentioned, as
may be necessary or desirable in order to carry out the terms
and provisions of this Bond Resolution, the Bonds, the sale and
delivery of the Initial Bonds and the other Bonds, the Official
Statement, and the Escrow Agreement. In case any officer whose
signature shall appear on any Bond shall cease to be such
officer before the delivery of such Bond, such signature shall
nevertheless be valid and sufficient for all purposes the same
as if such officer had remained in office until such delivery.
60
•
YIELD
SCHEDULE I
TABLE OF ACCRETED VALUES
8.0000% 8.0000% 8.1000% 8.1000% 8.1000%
VALUE OF VALUE OF VALUE OF VALUE OF VALUE OF
01- Feb -2006 01- Feb -2007 01- Feb -2008 01- Feb -2009 01- Feb -2010
DATE MATURITY MATURITY MATURITY MATURITY MATURITY
30- Mar -88 1,234.10 1,141.00 1,034.95 955.95 883.00
O1- Aug -88 1,267.08 1,171.48 1,062.99 981.85 906.90
01- Feb -89 1,317.76 1,218.34 1,106.04 1,021.61 943.63
01- Aug -89 1,370.47 1,267.08 1,150.83 1,062.99 981.85
01- Feb -90 1,425.29 1,317.76 1,197.44 1,106.04 1,021.61
01- Aug -90 1,482.30 1,370.47 1,245.94 1,150.83 1,062.99
01- Feb -91 1,541.59 1,425.29 1,296.40 1,197.44 1,106.04
01- Aug -91 1,603.26 1,482.30 1,348.90 1,245.94 1,150.83
01- Feb -92 1,667.39 1,541.59 1,403.54 1,296.40 1,197.44
01- Aug -92 1,734.08 1,603.26 1,460.38 1,348.90 1,245.94
01- Feb -93 1,803.45 1,667.39 1,519.52 1,403.54 1,296.40
01- Aug -93 1,875.58 1,734.08 1,581.06 1,460.38 1,348.90
01- Feb -94 1,950.61 1,803.45 1,645.10 1,519.52 1,403.54
01- Aug -94 2,028.63 1,875.58 1,711.72 1,581.06 1,460.38
01- Feb -95 2,109.78 1,950.61 1,781.05 1,645.10 1,519.52
01- Aug -95 2,194.17 2,028.63 1,853.18 1,711.72 1,581.06
01- Feb -96 2,281.93 2,109.78 1,928.24 1,781.05 1,645.10
01- Aug -96 2,373.21 2,194.17 2,006.33 1,853.18 1,711.72
01- Feb-97 2,468.14 2,281.93 2,087.58 1,928.24 1,781.05
01- Aug -97 2,566.87 2,373.21 2,172.13 2,006.33 1,853.18
01- Feb -98 2,669.54 2,468.14 2,260.10 2,087.58 1,928.24
01- Aug -98 2,776.32 2,566.87 2,351.64 2,172.13 2,006.33
01- Feb -99 2,887.38 2,669.54 2,446.88 2,260.10 2,087.58
01- Aug -99 3,002.87 2,776.32 2,545.98 2,351.64 2,172.13
01- Feb -2000 3,122.99 2,887.38 2,649.09 2,446.88 2,260.10
01 -Aug -2000 3,247.90 3,002.87 2,756.38 2,545.98 2,351.64
01- Feb -2001 3,377.82 3,122.99 2,868.01 2,649.09 2,446.88
01 -Aug -2001 3,512.93 3,247.90 2,984.17 2,756.38 2,545.98
01- Feb -2002 3,653.45 3,377.82 3,105.02 2,868.01 2,649.09
01 -Aug -2002 3,799.59 3,512.93 3,230.78 2,984.17 2,756.38
01- Feb -2003 3,951.57 3,653.45 3,361.62 3,105.02 2,868.01
01 -Aug -2003 4,109.64 3,799.59 3,497.77 3,230.78 2,984.17
01- Feb -2004 4,274.02 3,951.57 3,639.43 3,361.62 3,105.02
01 -Aug -2004 4,444.98 4,109.64 3,786.83 3,497.77 3,230.78
01- Feb -2005 4,622.78 4,274.02 3,940.19 3,639.43 3,361.62
01- Aug -2005 4,807.69 4,444.98 4,099.77 3,786.83 3,497.77
01- Feb -2006 5,000.00 4,622.78 4,265.81 3,940.19 3,639.43
01 -Aug -2006 4,807.69 4,438.58 4,099.77 3,786.83
01- Feb -2007 5,000.00 4,618.34 4,265.81 3,940.19
01 -Aug -2007 4,805.38 4,438.58 4,099.77
01- Feb -2008 5,000.00 4,618.34 4,265.81
01- Aug -2008 4,805.38 4,438.58
01- Feb -2009 5,000.00 4,618.34
01 -Aug -2009 4,805.38
01- Feb -2010 5,000.00