HomeMy WebLinkAbout99-1027 06-08-1999RESOLUTION NO. 99-1027
A RESOLUTION APPROVING THE TRINITY RIVER AUTHORITY OF
TEXAS RESOLUTION AUTHORIZING THE ISSUANCE, SALE AND
DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT
COUNTY WATER PROJECT) IMPROVEMENT AND REFUNDING
REVENUE BONDS, SERIES 1999, AND APPROVING AND
AUTHORIZING INSTRUMENTS AND PROCEDURES RELATING
THERETO.
WHEREAS, water supply contracts dated as of January 21, 1972, and amended as of
January 22, 1975 and December 5, 1979 have been executed between the Trinity River Authority
of Texas and the City of Euless, Texas; and
WHEREAS, the contracts relate to the financing of the acquisition and construction of
the Project, as defined therein, being water supply facilities to serve the City of Euless and
others, as described in the engineering report entitled "Report on Proposed Bedford - Euless Water
System to Trinity Authority of Texas ", dated July 1, 1971, and as such report has been amended
and supplemented to provide expanded service (the "Engineering Report"), including the
supplement thereto entitled "Trinity River Authority of Texas Tarrant County Water Project
Master Plan Modification to Serve Bedford, Euless ... ", etc., dated October, 1976, prepared by
Knowlton - English - Flowers, Inc. (the "Consulting Engineers "), and including all additional
amendments and supplements thereto made thereafter; and
WHEREAS, pursuant to the contracts and appropriate bond resolutions, several series of
bonds were duly issued and delivered by the Authority, as listed in the attached Resolution of the
Trinity River Authority of Texas, and are now in whole or in part outstanding and secured by
payments pursuant to the contracts; and
WHEREAS, under the contracts and resolutions authorizing the above - described bonds,
additional parity revenue bonds may be issued as "Improvement Bonds" to acquire and construct
improvements to the Tarrant County Water Project, and "Refunding Bonds" to refund
outstanding "Parity Bonds ", in each case, as "Additional Bonds "; and
WHEREAS, the Trinity River Authority has determined to refund and call for early
redemption certain bonds of the Series 1993 Bonds, as set forth in the attached Trinity River
Authority resolution; and
WHEREAS, the City Council of the City of Euless, Texas, desires by this resolution to
approve the attached resolution proposed to be adopted by the Trinity River Authority of Texas,
Board of Directors, authorizing the issuance of Refunding Bonds and the redemption thereby of
Parity Bonds, all as described in the attached Trinity River Authority Resolution.
RESOLUTION NO. R -1033
RESOLUTION AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF TRINITY
RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
IMPROVEMENT AND REFUNDING REVENUE BONDS, SERIES 1999, AND
APPROVING AND AUTHORIZING INSTRUMENTS AND PROCEDURES RELATING
THERETO
THE STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS •
WHEREAS, water supply contracts, each dated as of January 21, 1972, and amended as
of January 22, 1975, and as of December 5, 1979 (with respect to the City of Euless) and
December 11, 1979 (with respect to the City of Bedford), have been duly executed between
the Trinity River Authority of Texas (the "Issuer" or the "Authority ") 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 and defined as the
"Cities ", and with all of the above contracts, as amended, being hereinafter collectively called
and defined as the "Contracts "; and
WHEREAS, the Contracts are hereby referred to and adopted by reference for all
purposes, with the same effect as if they had been set forth in their entirety in this resolution;
and
WHEREAS, the Contracts relate to the financing of the acquisition 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 Proposed Bedford - Euless Water
System to Trinity River Authority of Texas ", dated July 1, 1971, and as such report has been
amended and supplemented to provide expanded service (the "Engineering Report"), including
the supplement thereto entitled "Trinity River Authority of Texas Tarrant County Water
Project Master Plan Modification to serve Bedford, Euless, Colleyville, Grapevine, and North
Richland Hills ", dated October, 1976, prepared by Knowlton- English - Flowers, Inc. (the
"Consulting Engineers "), and including all additional amendments and supplements thereto
made thereafter; and
WHEREAS, pursuant to the Contracts and appropriate bond resolutions the following
Series of bonds were duly issued and delivered by the Authority and are now in whole or in
part outstanding and secured by payments pursuant to the Contracts:
Trinity River Authority of Texas (Tarrant County Water Project) Revenue Bonds,
Series 1979, dated April 1, 1979 (the "Series 1979 Bonds "), in the original principal
amount of $2,125,000;
Trinity River Authority of Texas (Tarrant County Water Project) Revenue Refunding
Bonds, Series 1993, dated February 1, 1993 (the "Series 1993 Bonds "), in the original
principal amount of $37,175,000;
Trinity River Authority of Texas (Tarrant County Water Project) Revenue Bonds,
Series 1993 -A, dated October 15, 1993 (the "Series 1993 -A Bonds "), in the original
principal amount of $7,540,000; and
WHEREAS, under the Contracts and the resolutions authorizing the above described
bonds, additional parity revenue bonds may be issued as "Improvement Bonds" to acquire and
construct improvements to the Issuer's Tarrant County Water Project and "Refunding Bonds"
to refund outstanding "Parity Bonds ", in each case, as "Additional Bonds "; and
WHEREAS, the Authority has determined to refund and call for early redemption
certain bonds of the Series 1993 Bonds (the "Refunded Bonds ") as set forth in Exhibit A; and
WHEREAS, the bonds authorized to be issued by this Resolution (the "Bonds ") shall
be issued and delivered pursuant to Chapter 518, Acts of the 54th Legislature of the State of
Texas, Regular Session, 1955, as amended (the Act creating the Authority), Articles 717k and
717q, V.A.T.C.S. and other applicable laws.
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
TRINITY RIVER AUTHORITY OF TEXAS THAT:
Section 1. RECITALS, AMOUNT AND PURPOSE OF THE BONDS. The Board of
Directors hereby incorporates the recitals set forth in the preamble hereto as if set forth in full
at this place and further finds and determines that said recitals are true and correct. FOR THE
PURPOSE OF OBTAINING FUNDS REQUIRED FOR THE ACQUISITION AND
CONSTRUCTION OF IMPROVEMENTS, BETTERMENTS, EXTENSIONS, AND
REPLACEMENTS OF THE TRINITY RIVER AUTHORITY OF TEXAS TARRANT
COUNTY WATER PROJECT AND REFUNDING CERTAIN TRINITY RIVER
AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT) BONDS, the Board
of Directors hereby authorizes and directs the issuance of revenue bonds of the Issuer in the
aggregate principal amount of $
Section 2. DESIGNATION, DATE, DENOMINATIONS, NUMBERS, AND
MATURITIES OF BONDS. Each bond issued pursuant to this Resolution shall be
designated: "TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER
PROJECT) IMPROVEMENT AND REFUNDING REVENUE BOND, SERIES 1999," and
initially there shall be issued, sold, and delivered hereunder fully registered bonds, without
interest coupons, dated June 15, 1999, in the respective denominations and principal amounts
hereinafter stated, numbered consecutively from R -1 upward, payable to the respective initial
registered owners thereof (as designated in Section 59 hereof), or to the registered assignee or
assignees of said bonds or any portion or portions thereof (in each case, the "Registered
Owner "), and said bonds shall mature and be payable serially on February 1 in each of the years
and in the principal amounts, respectively, as set forth in the following schedule:
PRINCIPAL PRINCIPAL
YEAR AMOUNT($) YEAR AMOUNT($)
2000 2011
2001 2012
2002 2013
2003 2014
2004 2015
2005 2016
2006 2017
2007 2018
2008 2019
2009 2020
2010
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The term "Bonds" as used in this Resolution shall mean and include collectively the bonds
initially issued and delivered pursuant to this Resolution 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. INTEREST. The Bonds scheduled to mature during the years, respectively,
set forth below shall bear interest from the dates specified in the FORM OF BOND set forth in
this Resolution to their respective dates of maturity or redemption prior to maturity at the
following rates per annum:
INTEREST INTEREST
YEAR RATE( %) YEAR RATE( %)
2000 2011
2001 2012
2002 2013
2003 2014
2004 2015
2005 2016
2006 2017
2007 2018
2008 2019
2009 2020
2010
Said interest shall be payable in the manner provided and on the dates stated in the FORM OF
BOND set forth in this Resolution.
Section 4. CHARACTERISTICS OF THE BONDS. Registration, Transfer,
Conversion and Exchange; Authentication. (a) The Issuer shall keep or cause to be kept at
the principal corporate trust office of U.S. Trust Company of Texas, N.A., Dallas, Texas (the
"Paying Agent/Registrar ") books or records for the registration of the transfer, conversion and
exchange of the Bonds (the "Registration Books "), and the Issuer hereby appoints the Paying
Agent/Registrar as its registrar and transfer agent to keep such books or records and make
such registrations of transfers, conversions and exchanges under such reasonable regulations as
the Issuer and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall
make such registrations, transfers, conversions and exchanges as herein provided. The Paying
Agent/Registrar shall obtain and record in the Registration Books the address of the registered
owner of each Bond to which payments with respect to the Bonds shall be mailed, as herein
provided; but it shall be the duty of each registered owner to notify the Paying Agent/Registrar
in writing of the address to which payments shall be mailed, and such interest payments shall
not be mailed unless such notice has been given. The 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. The Issuer
shall pay the Paying Agent/Registrar's standard or customary fees and charges for making such
registration, transfer, conversion, exchange and delivery of a substitute Bond or Bonds.
Registration of assignments, transfers, conversions and exchanges of Bonds shall be made in
the manner provided and with the effect stated in the FORM OF BOND set forth in this
Resolution. Each substitute Bond shall bear a letter and /or number to distinguish it from each
other Bond.
Except as provided in Section 4(c) hereof, an authorized representative of the Paying
Agent/Registrar shall, before the delivery of any such Bond, date and manually sign said Bond,
and no such Bond shall be deemed to be issued or outstanding unless such Bond is so
executed. The Paying Agent/Registrar promptly shall cancel all paid Bonds and Bonds
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surrendered for conversion and exchange. 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 of any Bond or portion thereof, and
the Paying Agent/Registrar shall provide for the printing, execution, and delivery of the
substitute Bonds in the manner prescribed herein, and said Bonds shall be of type composition
printed on paper with lithographed or steel engraved borders of customary weight and
strength. Pursuant to Vernon's Ann. Tex. Civ. St. Art. 717k -6, and particularly Section 6
thereof, the duty of conversion and exchange of Bonds as aforesaid is hereby imposed upon the
Paying Agent/Registrar, and, upon the execution of said Certificate, the converted and
exchanged Bond shall be valid, incontestable, and enforceable in the same manner and with the
same effect as the Bonds which initially were issued and delivered pursuant to this Resolution,
approved by the Attorney General, and registered by the Comptroller of Public Accounts.
(b) 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, 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. However, in the event of a nonpayment of interest on a scheduled
payment date, and for thirty (30) days thereafter, a new record date for such interest payment
(a "Special Record Date ") will be established by the Paying Agent/Registrar, if and when funds
for the payment of such interest have been received from the Issuer. Notice of the Special
Record Date and of the scheduled payment date of the past due interest (which shall be 15
days after the Special Record Date) shall be sent at least five (5) business days prior to the
Special Record Date by United States mail, first -class postage prepaid, to the address of each
registered owner appearing on the Registration Books at the close of business on the last
business day next preceding the date of mailing of such notice.
(c) In General. The Bonds (i) shall be issued in fully registered form, without interest
coupons, with the principal of and interest on such Bonds to be payable only to the registered
owners thereof, (ii) may or shall be redeemed prior to their scheduled maturities (notice of
which shall be given to the Paying Agent/Registrar by the Issuer at least 50 days prior to any
such redemption date), (iii) transferred and assigned, (iv) may be converted and exchanged for
other Bonds, (v) shall have the characteristics, (vi) shall be signed, sealed, executed and
authenticated, (vii) the principal of and interest on the Bonds shall be payable, and (viii) shall
be administered and the Paying Agent/Registrar and the Issuer shall have certain duties and
responsibilities with respect to the Bonds, all as provided, and in the manner and to the effect
as required or indicated, in the FORM OF BOND set forth in this Resolution. The Bonds ini-
tially 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 any Bond or Bonds issued under this Resolution the Paying
Agent/Registrar shall execute the PAYING AGENT/REGISTRAR'S AUTHENTICATION
CERTIFICATE, in the form set forth in the FORM OF BOND.
(d) Substitute Paying 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 otherwise 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
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agency to act as Paying Agent/Registrar under this Resolution. Upon any change in the Paying
Agent/Registrar, the previous Paying Agent/Registrar promptly shall transfer and deliver the
Registration Books (or a copy thereof), along with all other pertinent books and records
relating to the Bonds, to the new Paying Agent/Registrar designated and appointed by the
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/Registrar to each registered owner
of the Bonds, by United States mail, first -class postage prepaid, which notice also shall give the
address of the new Paying Agent/Registrar. By accepting the position and performing as
such, each Paying Agent/Registrar shall be deemed to have agreed to the provisions of this
Resolution, - and a certified copy of this Resolution shall be delivered to each Paying
Agent/Registrar.
(e) Book -Entry Only System. The Bonds issued in exchange for the Bonds initially
issued to the purchaser specified herein shall be initially issued in the form of a separate single
fully registered Bond for each of the maturities thereof. Upon initial issuance, the ownership
of each such Bond shall be registered in the name of Cede & Co., as nominee of The
Depository Trust Company of New York ( "DTC "), and except as provided in subsection (f)
hereof, all of the outstanding Bonds shall be registered in the name of Cede & Co., as nominee
of DTC.
With respect to Bonds registered in the name of Cede & Co., as nominee of DTC, the
Issuer and the Paying Agent/Registrar shall have no responsibility or obligation to any
securities brokers and dealers, banks, trust companies, clearing corporations and certain other
organizations on whose behalf DTC was created ( "DTC Participant ") to hold securities to
facilitate the clearance and settlement of securities transactions among DTC Participants or to
any person on behalf of whom such a DTC Participant holds an interest in the Bonds. Without
limiting the immediately preceding sentence, the Issuer and the Paying Agent/Registrar shall
have no responsibility or obligation with respect to (i) the accuracy of the records of DTC,
Cede & Co. or any DTC Participant with respect to any ownership interest in the Bonds, (ii)
the delivery to any DTC Participant or any other person, other than a registered owner of
Bonds, as shown on the Registration Books, of any notice with respect to the Bonds, or (iii)
the payment to any DTC Participant or any other person, other than a registered owner of
Bonds, as shown in the Registration Books of any amount with respect to principal of or
interest on the Bonds. Notwithstanding any other provision of this Resolution to the contrary,
the Issuer and the Paying Agent/Registrar shall be entitled to treat and consider the person in
whose name each Bond is registered in the Registration Books as the absolute owner of such
Bond for the purpose of payment of principal and interest with respect to such Bond, for the
purpose of registering transfers with respect to such Bond, and for all other purposes
whatsoever. The Paying Agent/Registrar shall pay all principal of and interest on the Bonds
only to or upon the order of the registered owners, as shown in the Registration Books as
provided in this Resolution, or their respective attorneys duly authorized in writing, and all
such payments shall be valid and effective to fully satisfy and discharge the Issuer's obligations
with respect to payment of principal of and interest on the Bonds to the extent of the sum or
sums so paid. No person other than a registered owner, as shown in the Registration Books,
shall receive a Bond certificate evidencing the obligation of the Issuer to make payments of
principal and interest pursuant to this Resolution. Upon delivery by DTC to the Paying
Agent/Registrar of written notice to the effect that DTC has determined to substitute a new
nominee in place of Cede & Co., and subject to the provisions in this Resolution with respect
to interest checks being mailed to the registered owner at the close of business on the Record
date, the words "Cede & Co." in this Resolution shall refer to such new nominee of DTC.
(f) Successor Securities Depository: Transfers Outside Book -Entry Only System. In
the event that the Issuer determines that DTC is incapable of discharging its responsibilities
described herein and in the representation letter of the Issuer to DTC or that it is in the best
interest of the beneficial owners of the Bonds that they be able to obtain certificated Bonds, the
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Issuer shall (i) appoint a successor securities depository, qualified to act as such under Section
17A of the Securities and Exchange Act of 1934, as amended, notify DTC and DTC
Participants of the appointment of such successor securities depository and transfer one or
more separate Bonds to such successor securities depository or (ii) notify DTC and DTC
Participants of the availability through DTC of Bonds and transfer one or more separate Bonds
to DTC Participants having Bonds credited to their DTC accounts. In such event, the Bonds
shall no longer be restricted to being registered in the Registration Books in the name of Cede
& Co., as nominee of DTC, but may be registered in the name of the successor securities
depository, or its nominee, or in whatever name or names registered owners transferring or
exchanging .Bonds shall designate, in accordance with the provisions of this Resolution.
(g) Payments to Cede & Co. Notwithstanding any other provision of this Resolution
to the contrary, so long as any Bond is registered in the name of Cede & Co., as nominee of
DTC, all payments with respect to principal of and interest on such Bond and all notices with
respect to such Bond shall be made and given, respectively, in the manner provided in the
representation letter of the Issuer to DTC.
(h) Notice of Redemption. (i) In addition to the notice of redemption set forth in the
FORM OF BOND, the Paying Agent/Registrar shall give notice of redemption of the Bonds by
first class mail, postage prepaid at least thirty (30) days prior to a redemption date to each
registered securities depository and to any national information service that disseminates
redemption notices. In addition, in the event of a redemption caused by an advance refunding
of the Bonds, the Paying Agent/Registrar shall send a second notice of redemption to the
persons specified in the immediately preceding sentence at least thirty (30) days but not more
than ninety (90) days prior to the actual redemption date. Any notice sent to the registered
securities depositories or such national information services shall be sent so that they are
received at least two (2) days prior to the general mailing or publication date of such notice.
The Paying Agent/Registrar shall also send a notice of prepayment or redemption to the
Registered Owner of any Bond who has not sent the Bonds in for redemption sixty (60) days
after the redemption date.
(ii) Each notice of redemption given by the Paying Agent/Registrar, whether required
in the FORM OF BOND or in this Section, shall contain a description of the Bonds to be
redeemed including the complete name of the Bonds, the Series, the date of issue, the interest
rate, the maturity date, the CUSIP number, the certificate numbers, the amounts called of each
certificate, the publications and mailing date for the notice, the date of redemption, the
redemption price, the name of the Paying Agent/Registrar and the address at which the Bonds
may be redeemed, including a contact person and telephone number.
(iii) All redemption payments made by the Paying Agent/Registrar to the Registered
Owners shall include a CUSIP number relating to each amount paid to such Registered Owner.
Section 5. FORM OF BONDS. The form of the Bonds, including the form of Paying
Agent/Registrar's Authentication Certificate, the form of Assignment and the form of
Registration Certificate of the Comptroller of Public Accounts of the State of Texas to be
attached to the Bonds initially issued and delivered pursuant to this Resolution, shall be,
respectively, substantially as follows, with such appropriate variations, omissions, or insertions
as are permitted or required by this Resolution.
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NO. R-
FORM OF BOND
PRINCIPAL
AMOUNT
UNITED STATES OF AMERICA
STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT)
IMPROVEMENT AND REFUNDING REVENUE BONDS
SERIES 1999
INTEREST RATE DATE OF BONDS MATURITY DATE CUSP NO.
REGISTERED OWNER:
, 1999
PRINCIPAL AMOUNT: DOLLARS
ON THE MATURITY DATE specified above, the TRINITY RIVER AUTHORITY
OF TEXAS (the "Issuer "), being a governmental agency, and body corporate and politic of the
State of Texas, hereby promises to pay to the Registered Owner set forth above, or registered
assigns (hereinafter called the "registered owner ") the principal amount set forth above, and to
pay interest thereon from the Date of Bonds as set forth above, on February 1, 2000 and
semiannually thereafter on each August 1 and February 1 to the maturity date specified above,
or the date of redemption prior to maturity, at the interest rate per annum specified above;
except that if this Bond is required to be authenticated and the date of its authentication is later
than the first Record Date (hereinafter defined), such principal amount shall bear interest from
the interest payment date next preceding the date of authentication, unless such date of
authentication is after any Record Date 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; provided, however, that if on the date of authentication hereof the interest on
the Bond or Bonds, if any, for which this Bond is being exchanged or converted from is due
but has not been paid, then this Bond shall bear interest from the date to which such interest
has been paid in full.
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 U.S. Trust Company of Texas, N.A., Dallas, Texas, which is the
"Paying Agent/Registrar" for this Bond. The payment of interest on this Bond shall be made
by the Paying Agent/Registrar to the registered owner hereof on each interest payment date by
check or draft, dated as of such interest payment date, drawn by the Paying Agent/Registrar
on, and payable solely from, funds of the Issuer required by the Resolution authorizing the
issuance of this Bond (the "Bond Resolution ") to be on deposit with the Paying Agent/Regis-
trar for such purpose as hereinafter provided; and such check or draft shall be sent by the
Paying Agent/Registrar by United States mail, first -class postage prepaid, on each such interest
payment date, to the registered owner hereof, at its address as it appeared on the fifteenth
calendar 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. In addition,
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interest may be paid by such other method, acceptable to the Paying Agent/Registrar,
requested by, and at the risk and expense of, the registered owner. In the event of a non-
payment of interest on a scheduled payment date, and for 30 days thereafter, a new record date
for such interest payment (a "Special Record Date ") will be established by the Paying
Agent/Registrar, if and when funds for the payment of such interest have been received from
the Issuer. Notice of the Special Record Date and of the scheduled payment date of the past
due interest (which shall be 15 days after the Special Record Date) shall be sent at least five
business days prior to the Special Record Date by United States mail, first -class postage
prepaid, to the address of each owner of a Bond appearing on the Registration Books at the
close of business on the last business day next preceding the date of mailing of such notice.
ANY ACCRUED INTEREST due at maturity or upon the redemption of this Bond
prior to maturity as provided herein shall be paid to the registered owner upon presentation
and surrender of this Bond for redemption and payment at the principal corporate trust office
of the Paying Agent/Registrar. 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.
IF THE DATE for the payment of the principal of or interest on this Bond shall be a
Saturday, Sunday, a legal holiday, or a day on which banking institutions in the city where the
principal corporate trust office of 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 a Series of Bonds dated June 15, 1999, authorized in
accordance with the Constitution and laws of the State of Texas in the principal amount of
$ , FOR THE PURPOSE OF OBTAINING FUNDS REQUIRED FOR THE
ACQUISITION AND CONSTRUCTION OF IMPROVEMENTS, BETTERMENTS,
EXTENSIONS, AND REPLACEMENTS OF THE TRINITY RIVER AUTHORITY OF
TEXAS TARRANT COUNTY WATER PROJECT AND REFUNDING CERTAIN
TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
BONDS.
ON FEBRUARY 1, 2010, or on any date thereafter, the Bonds of this Series may be
redeemed prior to their scheduled maturities, 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 Bonds
to be redeemed shall be selected and designated by the Issuer, at the redemption price of the
principal amount, plus accrued interest to the date fixed for redemption.
The Bonds maturing in the years and are subject to mandatory redemption
prior to maturity in part, at random, by lot or other customary method selected by the Paying
Agent/Registrar, at par plus accrued interest to the redemption date, in amounts sufficient to
redeem said Bonds on February 1 in the years and principal amounts shown on the following
schedule:
Year
Maturity
8
Principal
Amount ($)
Maturity
Year
Principal
Amount ($)
The principal amount of said Bonds required to be redeemed pursuant to the operation
of such mandatory redemption provision shall be reduced, at the option of the Issuer, by the
principal amount of said Bonds of the respective maturity which, at least 50 days prior to the
mandatory redemption date (1) shall have been acquired by the Issuer at a price not exceeding
the principal amount of such Bonds plus accrued interest to the date of purchase thereof, and
delivered to the Paying Agent/Registrar for cancellation, (2) shall have been purchased and
canceled by the Paying Agent/Registrar at the request of the Issuer at a price not exceeding the
principal amount of such Bonds plus accrued interest to the date of purchase, or (3) shall have
been redeemed pursuant to the optional redemption provisions and not theretofore credited
against a mandatory redemption requirement.
AT LEAST 30 days prior to the date fixed for any redemption of Bonds 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 or in the State of Texas. Such notice also shall be sent by the
Paying Agent/Registrar by United States mail, first -class postage prepaid, at least 30 days prior
to the date fixed for any such redemption, to the registered owner of each Bond to be
redeemed at its address as it appeared on the 45th day prior to such redemption date and to
major securities depositories, national bond rating agencies and bond information services;
provided, 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 redeemed 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 Paying Agent/Registrar out of the funds provided for
such payment. If a portion of any Bond shall be redeemed a substitute Bond or Bonds having
the same maturity date, bearing interest at the same rate, in any denomination or denominations
in any integral multiple of $5,000, at the written request of the registered owner, and in
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.
9
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. 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 assigned, transferred, converted into
and exchanged for a like aggregate principal 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 denomination or denominations in any integral multiple of $5,000 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. 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 satisfactory 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 registered. The form of Assignment printed or endorsed on this Bond may be executed
by the registered owner to evidence the assignment hereof, but such method is not exclusive,
and other instruments of assignment satisfactory to the Paying Agent/Registrar may be used to
evidence the assignment of this Bond or any portion or portions hereof from time to time by
the registered owner. The Paying Agent/Registrar's reasonable standard or customary fees and
charges for assigning, transferring, converting and exchanging any Bond or portion thereof will
be paid by the Issuer. In any circumstance, any taxes or governmental charges required to be
paid with respect thereto shall be paid by the one requesting such assignment, transfer,
conversion or exchange, as a condition precedent to the exercise of such privilege. The Paying
Agent/Registrar shall not be required to make any such transfer, conversion or exchange (i)
during the period commencing with the close of business on any Record Date and ending with
the opening of business on the next following principal or interest payment date, or, (ii) with
respect to any Bond or any portion thereof called for redemption prior to maturity, within 45
days prior to its redemption date.
IN THE EVENT 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 substitute therefor, and 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 delivered; 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 parity bonds, are special obligations of the Issuer payable from and
secured by 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 respect to the City of Euless) and December 11, 1979 (with respect to
the City of Bedford), 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 contracts, 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 restrictions stated or referred to in
the Bond Resolution, to issue additional parity revenue bonds which also may be made payable
from and secured by a first lien on and pledge of the aforesaid Net Revenues.
10
THE ISSUER also has reserved the right 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, subject to the
restrictions stated in the Bond Resolution.
THE REGISTERED OWNER hereof shall never have the right to demand payment of
this Bond or the interest hereon from taxes or from any source whatsoever other than specified
in the Bond Resolution.
BY - BECOMING the registered owner of this Bond, the registered owner thereby
acknowledges all of the terms and provisions 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 Resolution 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
manual or facsimile signature of the President of the Board of Directors of the Issuer and
countersigned with the manual or 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.
Secretary, Board of Directors President, Board of Directors
Trinity River Authority of Texas Trinity River Authority of Texas
(SEAL)
FORM OF
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
(To be executed if this Bond is not accompanied by an
executed Registration Certificate of the Comptroller
of Public Accounts of the State of Texas)
It is hereby certified that this Bond has been issued under the provisions of the Bond
Resolution described in the text of this Bond; and that this Bond has been issued in conversion
or replacement of, or in exchange for, a bond, bonds, or a portion of a bond or bonds of a
Series 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
Paying Agent/Registrar
By
Authorized Representative
11
FORM OF ASSIGNMENT
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
Please insert Social
Security or Taxpayer
Identification Number of Transferee
(Please print or typewrite name and address,
including zip code of Transferee)
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
, attorney, to register the transfer of the within Bond on the books
kept for registration thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be
guaranteed by an eligible
guarantor institution parti-
cipating in a securities
transfer association recog-
nized signature guarantee
program.
NOTICE: The signature above
must correspond with the
name of the registered owner
as it appears upon the front
of this Bond in every par-
ticular, without alteration
or enlargement or any change
whatsoever.
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, certified 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.
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Witness my signature and seal this
Comptroller of Public Accounts
of the State of Texas
(COMPTROLLER'S SEAL)
Section 6. DEFINITIONS. In each place throughout this Resolution wherein the
following terms, or any of them, are used, the same, unless the text shall indicate another or
different meaning or intent, shall be construed and are intended to have meanings as follows:
(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 revenue bonds as defined and
permitted in Sections 38 and 39 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" means collectively the 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 Authority 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 Authority'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 may in the future be designated as the Fiscal Year of Au-
thority.
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(1) "Independent Consulting Engineer" means the Engineer or engineering firm or
corporation at the time employed by the Authority under the provisions of Section 33 of this
Resolution.
(m) "Outstanding Bonds" means the unpaid and unrefunded Series 1979 Bonds, Series
1993 Bonds, and Series 1993 -A Bonds described in the preamble to this Resolution which will
be outstanding after the delivery of the 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 Authority's facilities constructed
pursuant to the Engineering Report, as supplemented or amended.
Section 7. BONDS AND SECURITY THEREFOR. (a) The Bonds are hereby
designated as, and shall be, "Improvement Bonds ", "Refunding 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 Out-
standing Bonds and the Bonds) are and shall be secured and payable equally and ratably on a
parity, and that Sections 8 through 52 of this Resolution substantially restate and are
supplemental to and cumulative of Sections 9.01 through 15.07 of the resolutions authorizing
the Series 1979 Bonds, and Sections 10.01 through 16.07 of the resolutions authorizing the
Series 1993 Bonds and Series 1993 -A Bonds, with Sections 8 through 52 of this Resolution to
be 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 8. 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
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 required.
Section 9. (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 operation 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. Depreciation shall not be considered an item of Operation and
Maintenance Expense.
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(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 transferred to the Interest and Sinking Fund.
Section 10. 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 The Bank of New
York, 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 ").
(b) The Issuer shall, immediately after the delivery of the Bonds, deposit into the
Interest and Sinking Fund, from the proceeds of sale of the Bonds, all accrued interest plus an
amount equal to interest which will accrue on the Bonds for ( ) months after
the date of the Bonds.
(c) It shall be the duty of the Authority to transfer from 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 and any Additional Bonds on the next interest payment date;
and
(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
and any Additional Bonds coming due and maturing or required to be redeemed on the
next interest payment date.
(d) The Bank of New York 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 and Additional Bonds when due.
Section 11. RESERVE FUND. (a) There has been created and established, and there
shall be maintained, at The Bank of New York, 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) Immediately after the delivery of the Bonds there shall be deposited from the
proceeds of sale thereof a sum that will cause the Reserve Fund, including the amounts now on
hand therein, to contain an aggregate of money and investments in market value at least equal
to the average annual principal and interest requirements of all of the Parity 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 Parity Bonds and Additional Bonds which remain
outstanding from time to time (the "Reserve Required Amount "), no further deposits shall be
15
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) 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 12. 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 and making other required deposits)
from the sale of the Bonds and all other "Improvement Bonds" in the future shall be deposited
in the Construction and Acquisition Fund and such Fund shall be subject to and charged with a
lien in favor of the holders of all such "Improvement Bonds" until the money in said Fund has
been paid out as herein provided. Interest earnings derived from investment of the
Construction and Acquisition Fund shall become part thereof for all purposes; provided,
however, that any such earnings required to be rebated to the United States shall not be
considered as interest earnings for the purposes of this Resolution. The Depository shall be
required to secure the Construction and 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 13. DISBURSEMENTS FROM CONSTRUCTION AND ACQUISITION
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 any project for which "Improvement Bonds" are issued. Such disbursements
shall be made only upon checks stating the purpose of the payment signed and countersigned
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 acquisition 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, property, 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 any Project improvements, any residue remaining in the Construction and
Acquisition Fund shall be deposited in the Interest and Sinking Fund.
Section 14. TRUST FUNDS. The Interest and Sinking Fund and the Reserve Fund
shall constitute trust funds and shall be held in trust by The Bank of New York for the benefit
of the holders of the Parity Bonds and Additional Bonds permitted hereunder.
16
Section 15. SECURITY OF FUNDS. The Authority shall cause the Depository to
secure and keep secured, in the manner required by law, all funds on deposit with it, and will
cause each paying agent to secure all funds deposited with it or them as other trust funds are
secured. The Authority covenants and agrees that no money will be allowed to be or remain
deposited with the Depository unless secured as above provided.
Section 16. 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
necessary 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 Interest and Sinking Fund and the Reserve Fund.
Section 17. 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 18. 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 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 appropriation 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 19. 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
17
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
purchasers 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 20. 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 21. 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 specified 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.
Section 22. 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 existence 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 23. CONSTRUCTION AND OPERATION. The Authority further covenants
that it will forthwith proceed to acquire and construct the improvements, betterments,
extensions, and replacements to the System for which the Bonds are being issued as soon as
practicable in accordance with plans and specifications which have been prepared by the
Independent Consulting Engineer, and thereafter each and every part of the System will be
continuously 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 24. OPERATION OF THE SYSTEM. The Authority shall use its best efforts
to see that the System is properly and efficiently operated.
Section 25. 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.
18
Section 26. 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 principal thereof and the interest thereon.
Section 27. 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 38 and 39 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 28. KEEP FRANCHISES AND PERMITS IN EFFECT. The Authority
further covenants that no franchises, permits, privileges, or easements will be allowed to lapse
or be forfeited so long as the same shall be necessary for the proper operation of the System.
Section 29. 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 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 30. FURTHER ASSURANCE. The Authority covenants 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 31. 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
19
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 recommendation in writing of a
registered professional engineer concerning such proposed sale or leasing.
Section 32. 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 33. 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 engineering firm or corporation having a favorable repute for skill and experience
in such work.
(b) The Authority covenants that it will at all appropriate 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 33 shall constitute Operation and
Maintenance Expenses.
Section 34. 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 payment thereof out of funds raised or to be raised by taxation, or from
any source other than the Net Revenues as defined and described herein.
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Section 35. INSURANCE COVERAGE. The Authority covenants 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 36. 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
reconstruction 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 reconstruction before it is undertaken.
Section 37. 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 38. ADDITIONAL BONDS. As used in this resolution, 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 System is described in the Engineering Report defined in the Contracts.
(b) "Improvement Bonds" means bonds issued for improvements, 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 39. 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 authorized 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:
21
(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 Improvement 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 40. SPECIAL PROJECT BONDS. Special Project Bonds payable from and
secured by revenues may be issued by the 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 41. 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 accumulated in the
Reserve Fund shall be no less than the average annual principal and interest requirements for all
then outstanding 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 42. TAX BONDS. No provisions in this Resolution shall in any way affect the
statutory right of the Authority to issue bonds supported wholly by ad valorem taxes.
Section 43. 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 Contracts and any amendments thereof.
Section 44. 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, appoint a receiver with authority to collect and receive all income
from the System, employ, and discharge agents, employees, 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 Authority. 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 45. 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
22
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 construed 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 46. 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 inconsistent 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 47. 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 outstanding (but not
including in any case any Parity Bonds or Additional 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 and owners of all
of the outstanding Parity Bonds and Additional 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;
(f) Change the minimum percentage of the principal amount
of Parity Bonds and Additional Bonds necessary for
consent to such amendment.
Section 48. NOTICE REQUIRED. If at any time the Authority shall desire to amend
this Resolution under Section 47, the Authority shall cause notice of the proposed amendment
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
23
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 Additional Bonds.
Section 49. 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 file with the paying agents and
Authority, the Authority may adopt the amendatory resolution in substantially the same form.
Section 50. EFFECTIVE UPON ADOPTION. Upon the adoption of any amendatory
resolution pursuant to the provisions hereof, this Resolution shall be deemed to be amended in
accordance 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 51. 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 amendment.
Section 52. 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 Authority. 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 53. DEFEASANCE OF BONDS. (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 principal of such Bond, plus interest thereon to the due date (whether
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 depositing 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 reinvestment, of sufficient money to provide
24
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 Resolu-
tion, and such principal and interest shall be payable solely from such money or Government
Obligations.
(b) Any moneys so deposited with the Paying Agent/Registrar may at the written
direction of the Issuer also be invested 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 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 54. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED
BONDS. (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 mutilated.
(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 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
25
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 accordance with Section 6 of
Vernon's Ann. Tex. Civ. St. Art. 717k -6, this Section 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
authenticate and deliver such Bonds in the form and manner and with the effect, as provided in
Section 4 for Bonds issued in conversion and exchange for other Bonds.
Section 55. COVENANTS REGARDING TAX - EXEMPTION. The Issuer covenants
to take any action necessary to assure, or refrain from any action which would adversely affect,
the treatment of the Bonds as obligations described in section 103 of the Code, the interest on
which is not includable in the "gross income" of the holder for purposes of federal income
taxation. In furtherance thereof, the Issuer covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of
the Bonds (less amounts deposited to a reserve fund, if any) are used for any "private
business use," as defined in section 141(b)(6) of the Code or, if more than 10 percent
of the proceeds are so used, that amounts, whether or not received by the Issuer, with
respect to such private business use, do not, under the terms of this Resolution or any
underlying arrangement, directly or indirectly, secure or provide for the payment of
more than 10 percent of the debt service on the Bonds, in contravention of section
141(b)(2) of the Code;
(b) to take any action to assure that in the event that the "private business use"
described in subsection (a) hereof exceeds 5 percent of the proceeds of the Bonds (less
amounts deposited into a reserve fund, if any) then the amount in excess of 5 percent is
used for a "private business use" which is "related" and not "disproportionate," within
the meaning of section 141(b)(3) of the Code, to the governmental use;
(c) to take any action to assure that no amount which is greater than the lesser
of $5,000,000, or 5 percent of the proceeds of the Bonds (less amounts deposited into
a reserve fund, if any) is directly or indirectly used to finance loans to persons, other
than state or local governmental units, in contravention of section 141(c) of the Code;
(d) to refrain from taking any action which would otherwise result in the Bonds
being treated as "private activity bonds" within the meaning of section 141(b) of the
Code;
(e) to refrain from taking any action that would result in the Bonds being
"federally guaranteed" within the meaning of section 149(b) of the Code;
(f) to refrain from using any portion of the proceeds of the Bonds, directly or
indirectly, to acquire or to replace funds which were used, directly or indirectly, to
acquire investment property (as defined in section 148(b)(2) of the Code) which
produces a materially higher yield over the term of the Bonds, other than investment
property acquired with --
(1) proceeds of the Bonds invested for a reasonable temporary period
of 3 years or less or, in the case of a refunding bond, for a period of 30 days or
26
less until such proceeds are needed for the purpose for which the bonds are
issued,
(2) amounts invested in a bona fide debt service fund, within the
meaning of section 1.148 -1(b) of the Treasury Regulations, and
(3) amounts deposited in any reasonably required reserve or
replacement fund to the extent such amounts do not exceed 10 percent of the
proceeds of the Bonds;
(g) to otherwise restrict the use of the proceeds of the Bonds or amounts
treated as proceeds of the Bonds, as may be necessary, so that the Bonds do not
otherwise contravene the requirements of section 148 of the Code (relating to
arbitrage) and, to the extent applicable, section 149(d) of the Code (relating to advance
refundings);
(h) to pay to the United States of America at least once during each five -year
period (beginning on the date of delivery of the Bonds) an amount that is at least equal
to 90 percent of the "Excess Earnings," within the meaning of section 148(f) of the
Code and to 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 as a
result of Excess Earnings under section 148(f) of the Code.
In order to facilitate compliance with the above covenant (h), a "Rebate Fund" is
hereby established by the Issuer for the sole benefit of the United States of America, and such
Fund shall not be subject to the claim of any other person, including without limitation the
bondholders. The Rebate Fund is established for the additional purpose of compliance with
section 148 of the Code.
The Issuer understands that the term "proceeds" includes "disposition proceeds" as
defined in the Treasury Regulations and, in the case of refunding bonds, transferred proceeds
(if any) and proceeds of the refunded bonds expended prior to the date of issuance of the
Bonds. It is the understanding of the Issuer that the covenants contained herein are intended
to assure compliance with the Code and any regulations or rulings promulgated by the U.S.
Department of the Treasury pursuant thereto. In the event that regulations or rulings are
hereafter promulgated which modify or expand provisions of the Code, as applicable to the
Bonds, the Issuer will not be required to comply with any covenant contained herein to the
extent that such modification or expansion, in the opinion of nationally recognized bond
counsel, will not adversely affect the exemption from federal income taxation of interest on the
Bonds under section 103 of the Code. In the event that regulations or rulings are hereafter
promulgated which impose additional requirements which are applicable to the Bonds, the
Issuer agrees to comply with the additional requirements to the extent necessary, in the opinion
of nationally recognized bond counsel, to preserve the exemption from federal income taxation
of interest on the Bonds under section 103 of the Code. In furtherance of such intention, the
Issuer hereby authorizes and directs the President of the Board of Authority to execute any
documents, certificates or reports required by the Code and to make such elections, on behalf
of the Issuer, which may be permitted by the Code as are consistent with the purpose for the
issuance of the Bonds.
Section 56. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR
THE PROJECT. The Issuer covenants to account for the expenditure of sale proceeds and
investment earnings to be used for the purposes described in Section 1 of this Resolution (the
"Project ") on its books and records by allocating proceeds to expenditures within 18 months of
the later of the date that (1) the expenditure is made, or (2) the Project is completed. The
foregoing notwithstanding, the Issuer shall not expend sale proceeds or investment earnings
27
thereon more than 60 days after the earlier of (1) the fifth anniversary of the delivery of the
Bonds, or (2) the date the Bonds are retired, unless the Issuer obtains an opinion of nationally -
recognized bond counsel that such expenditure will not adversely affect the tax - exempt status
of the Bonds. For purposes hereof, the issuer shall not be obligated to comply with this
covenant if it obtains an opinion that such failure to comply will not adversely affect the
excludability for federal income tax purposes from gross income of the interest.
Section 57. DISPOSITION OF PROJECT. The Issuer covenants that the property
constituting the Project will not be sold or otherwise disposed in a transaction resulting in the
receipt by the Issuer of cash or other compensation, unless the Issuer obtains an opinion of
nationally - recognized bond counsel that such sale or other disposition will not adversely affect
the tax - exempt status of the Bonds. For purposes of the foregoing, the portion of the property
comprising personal property and disposed in the ordinary course shall not be treated as a
transaction resulting in the receipt of cash or other compensation. For purposes hereof, the
Issuer shall not be obligated to comply with this covenant if it obtains an opinion that such
failure to comply will not adversely affect the excludability for federal income tax purposes
from gross income of the interest
Section 58. CUSTODY, APPROVAL, BOND COUNSEL'S OPINION, CUSIP
NUMBERS, PREAMBLE AND INSURANCE. The President of the Board of Directors and
the General Manager of the Issuer are hereby authorized to have control of the Bonds issued
hereunder and all necessary records and proceedings pertaining to the Bonds pending their
delivery and the approval of the Bonds by the Attorney General of the State of Texas. The
Comptroller of Public Accounts is requested to cause the Bonds to be registered in accordance
with law. 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 the 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 insurance is obtained on any of the Bonds, the Bonds shall bear, as appropriate
and applicable, a legend concerning insurance as provided by the Insurer.
Section 59. SALE OF BONDS AND APPROVAL OF OFFICIAL STATEMENT.
The Bonds are hereby sold and shall be delivered to , for cash for
$ and accrued interest on the Bonds to date of delivery. It is hereby found,
determined, and declared that the Bonds have been sold at public sale to the bidder offering the
lowest interest cost, after receiving sealed bids pursuant to an Official Notice of Sale and
Bidding Instructions and Official Statement dated , 1999, prepared and distributed
in connection with the sale of the Bonds. Said Official Notice of Sale and Bidding Instructions
and Official Statement and any addenda, supplement, or amendment thereto have been and are
hereby approved by the Board, and their use in the offer and sale of the Bonds is hereby ap-
proved. It is further officially found, determined, and declared that the statements and
representations contained in said Official Notice of Sale and Official Statement are true and
correct in all material respects, to the best knowledge and belief of the Board. It is further
found and determined by the Board that the price and terms for the sale of the Bonds are the
most advantageous reasonably obtainable.
Section 60. FURTHER PROCEDURES. The President, Vice President and Secretary
of the Board of Directors of the Issuer, the General Manager (as the "Authorized Officer" of
the Issuer) and all other officers, employees and agents of the Issuer, 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 under the corporate seal and on behalf of the Issuer a Letter of Representation
with DTC regarding the Book -Entry Only System, the Paying Agent/Registrar Agreement with
the Paying Agent/Registrar and all other instruments, whether or not herein mentioned, as may
be necessary or desirable in order to carry out the terms and provisions of this Resolution, the
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Letter of Representation, the Bonds, the sale of the Bonds and the Official Statement.
Notwithstanding anything to the contrary contained herein, while the Bonds are subject to
DTC's Book -Entry Only System and to the extent permitted by law, the Letter of
Representation is hereby incorporated herein and its provisions shall prevail over any other
provisions of this Resolution in the event of conflict. 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.
Section 61. CONTINUING DISCLOSURE OF INFORMATION. (a) As used in this
Section, the following terms have the meanings ascribed to such terms below:
"MSRB" means the Municipal Securities Rulemaking Board.
" NRMSIR" means each person whom the SEC or its staff has determined to be
a nationally recognized municipal securities information repository within the meaning of the
Rule from time to time.
"Rule" means SEC Rule 15c2 -12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
"SID" means any person designated by the State of Texas or an authorized
department, officer, or agency thereof as, and determined by the SEC or its staff to be, a state
information depository within the meaning of the Rule from time to time.
(b) Pursuant to a Continuing Disclosure Agreement by and between the Issuer and the
Contracting Parties, the Issuer and the Contracting Parties have undertaken for the benefit of
the beneficial owners of the Bonds, to the extent set forth therein, to provide continuing
disclosure of financial information and operating data with respect to the Contracting Parties in
accordance with the Rule as promulgated by the SEC.
(c) The Issuer shall, for the benefit of the beneficial owners of the Bonds, undertake to
notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any of the
following events with respect to the Bonds, if such event is material within the meaning of the
federal securities laws:
A. Principal and interest payment delinquencies;
B. Non - payment related defaults;
C. Unscheduled draws on debt service reserves reflecting financial difficulties;
D. Unscheduled draws on credit enhancements reflecting financial difficulties;
E. Substitution of credit or liquidity providers, or their failure to perform;
F. Adverse tax opinions or events affecting the tax - exempt status of the Bonds;
G. Modifications to rights of holders of the Bonds;
H. Bond calls;
I. Defeasances;
J. Release, substitution, or sale of property securing repayment of the Bonds; and
K. Rating changes.
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Section 62. REFUNDING; REFUNDED BONDS; ESCROW AGREEMENT. It is
hereby found and determined that the refunding of the Refunded Bonds is advisable and
necessary in order to restructure the debt service requirements and procedures of the Issuer,
and that the debt service requirements on the Bonds issued to refund the Refunded Bonds will
be less than those on the Refunded Bonds, resulting in a reduction in the amount of principal
and interest which otherwise would be payable both on an actual and a present value basis.
The Refunded Bonds are subject to redemption, at the option of the Issuer, and the Authorized
Officer is hereby authorized to cause all of the Refunded Bonds to be called for redemption,
and the proper notice of such redemption to be given, and in each case at a redemption price of
par, plus accrued interest to the date fixed for redemption on February 1, 2003. The
Authorized Officer is further authorized to enter into and execute on behalf of the Issuer an
escrow agreement with The Bank of New York, New York, New York, substantially in the
form and substance as presented to the Board concurrently with the adoption of this
Resolution with such changes thereto as shall be approved by the Authorized Officer, which
escrow agreement will provide for the payment in full of the Refunded Bonds. In addition, the
Authorized Officer is authorized to purchase such securities, to execute such subscriptions for
the purchase of the United States Treasury Securities, State and Local Government Series and
to transfer and deposit such cash from available funds, as may be necessary for the escrow fund
described in such escrow agreement.
Section 63. BOND INSURANCE. For so long as the Bonds are insured by the
Financial Security Assurance Inc., the following provisions shall apply, anything else in this
Resolution to the contrary notwithstanding, to -wit:
(a) Additional Definitions. As used in this section, the following terms shall have the
meanings as follows:
"Insurance Policy" means the insurance policy issued by the Insurer guaranteeing the
scheduled payment of principal of and interest on the Bonds when due.
"Insurer" means Financial Security Assurance Inc., a New York stock insurance
company, or any successor thereto or assignee thereof.
(b) Insurer Sole Registered Owner of Bonds. The Insurer shall be deemed to be the sole
registered owner of the Bonds insured by it for the purpose of exercising any voting
right or privilege or giving any consent or direction or taking any other action that the
registered owners of the Bonds insured by it are entitled to take pursuant to this
Resolution. The maturity of Bonds insured by the Insurer shall not be accelerated
without the consent of the Insurer.
(c) Insurer Third Party Beneficiary. The Insurer shall be deemed to be a third party
beneficiary to the this Resolution.
(d) Payments by Insurer. Amounts paid by the Insurer under the Insurance Policy shall not
be deemed paid for purposes of this Resolution and shall remain outstanding and
continue to be due and owing until paid by the Issuer in accordance with this
Resolution. The Insurer shall, to the extent it makes any payment of principal of or
interest on the Bonds, become subrogated to the rights of the recipients of such
payments in accordance with the terms of the Insurance Policy. This Resolution shall
not be discharged unless all amounts due or to become due to the Insurer have been
paid in full or duly provided for.
(e) Claims Upon the Insurance Policy and Payments by and to the Insurer. If, on the third
business day prior to the related scheduled interest payment date or principal payment
date ( "Payment Date ") there is not on deposit with the Paying Agent/Registrar, after
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making all transfers and deposits required under this Resolution, moneys sufficient to
pay the principal of and interest on the Bonds due on such Payment Date, the Paying
Agent/Registrar shall make a claim under the Insurance Policy and give notice to the
Insurer and to its designated agent (if any) (the "Insurer's Fiscal Agent ") by telephone
or telecopy of the amount of such deficiency of the amount of such deficiency, and the
allocation of such deficiency between the amount required to pay interest on the Bonds
and the amount required to pay principal of the Bonds, conformed in writing to the
Insurer and the Insurer's Fiscal Agent by 12:00 noon, New York City time, on such
business day by filling in the form of Notice of Claim and Certificate delivered with the
Insurance Policy.
In the event the claim to be made is for a mandatory sinking fund redemption
installment, upon receipt of the moneys due, the Paying Agent/Registrar shall
authenticate and deliver to affected registered owners who surrender their Bonds a new
Bond or Bonds in an aggregate principal amount equal to the unredeemed portion of
the Bond surrendered. The Paying Agent/Registrar shall designate any portion of
payment of principal on Bonds paid by the Insurer, whether by virtue of mandatory
sinking fund redemption, maturity or other advancement of maturity, on its books as a
reduction in the principal amount of Bonds registered to the then current registered
owner, whether DTC or its nominee or otherwise, and shall issue a replacement Bond
to the Insurer, registered in the name of Financial Security Assurance Inc., in principal
amount equal to the amount of principal so paid (without regard to authorized
denominations); provided that the Paying Agent/Registrar's failure to so designate any
payment or issue any replacement Bond shall have no effect on the amount of principal
or interest payable by the Issuer on any Bond or the subrogation rights of the Insurer.
The Paying Agent/Registrar shall keep a complete and accurate record of all funds
deposited by the Insurer into the Policy Payments Account and the allocation of such
funds to payment of interest on and principal paid in respect of any Bond. The Insurer
shall have the right to inspect such records at reasonable times upon reasonable notice
to the Paying Agent/Registrar.
Upon payment of a claim under the Insurance Policy the Paying Agent/Registrar shall
establish a separate special purpose trust account for the benefit of registered owners
referred to herein as the "Policy Payments Account" and over which the Paying
Agent/Registrar shall have exclusive control and sole right of withdrawal. The Paying
Agent/Registrar shall receive any amount paid under the Insurance Policy in trust on
behalf of registered owners and shall deposit any such amount in the Policy Payments
Account and distribute such amount only for purposes of making payments for which a
claim was made. Such amounts shall be disbursed by the Paying Agent/Registrar to the
registered owners in the same manner as principal and interest payments are to be made
with respect to the Bonds under the sections hereof regarding payment of Bonds. It
shall not be necessary for such payments to be made by checks or wire transfer separate
from the check or wire transfer used to pay debt service with other funds available to
make such payments.
Funds held in the Policy Payments Account shall not be invested by the Paying
Agent/Registrar and may not be applied to satisfy any costs, expenses or liabilities of
the Paying Agent/Registrar.
Any funds remaining in the Policy Payments Account following a Payment Date shall
promptly be remitted to the Insurer.
(f) Provision of Information to Insurer. The Insurer shall be provided with all reports,
notices and correspondence to be delivered under the terms of this Resolution.
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(g)
Notice to Insurer. The notice address of the Insurer is:
Financial Security Assurance Inc.
350 Park Avenue
New York, New York 10022 -6022
Attention: Managing Director -- Surveillance
Re: Policy No.
Telephone: (212) 826 -0100
Telecopy: (212) 339 -3529
(h) Subrogation. The Insurer shall, to the extent it makes payment of principal or interest
on the Bonds, become subrogated to the rights of the recipients of such payments in
accordance with the terms of the Insurance Policy.
Section 64. REPEAL OF CONFLICTING RESOLUTIONS. All resolutions and all
parts of any resolutions which are in conflict or inconsistent with this Resolution are hereby
repealed and shall be of no further force or effect to the extent of such conflict or
inconsistency.
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