HomeMy WebLinkAbout1413 03-28-2000ORDINANCE NO. 1413
AN ORDINANCE authorizing the issuance of "CITY OF EULESS, TEXAS,
WATERWORKS AND SEWER SYSTEM REVENUE BONDS,
SERIES 2000 "; pledging the net revenues of the City's Waterworks and
Sewer System to the payment of the principal of and interest on said Bonds;
enacting provisions incident and related to the issuance, payment, security
and delivery of said bonds, including the approval and execution of a Paying
Agent/Registrar Agreement and the approval and distribution of an Official
Statement pertaining thereto; and providing an effective date.
WHEREAS, the City Council of the City of Euless, Texas hereby finds and determines that
revenue bonds in the principal amount of $3,260,000 to finance improvements and extensions to
the City's combined Waterworks and Sewer System should be issued and sold at this time; and
WHEREAS, the City Council further finds and determines that such revenue bonds can and
should be issued on a parity with the outstanding and unpaid revenue bonds of the City (hereinafter
called and defined as "Previously Issued Bonds ") payable from and secured by a first lien on and
pledge of the Net Revenues of the City's combined Waterworks and Sewer System (the "System ")
in that (i) the City is not now in default as to any covenant, condition or obligation contained in the
ordinances authorizing the issuance of the outstanding Previously Issued Bonds, (ii) the laws of the
State of Texas now in force provide for the issuance of the bonds herein authorized to be issued,
(iii) each of the Funds created and reaffirmed by the ordinances authorizing the Previously Issued
Bonds contains the amount of money now required to be on deposit therein; (iv) the "Net Revenues"
of the System for the twelve -month period preceding the month of the adoption of this Ordinance,
as shown by a report of a Certified Public Accountant or licensed public accountant, are equal to
at least one and one -fourth (1'/4) times the average annual principal and interest requirements of
all bonds secured by a first lien on and pledge of the Net Revenues of the System, and which will
be outstanding upon the issuance of the bonds herein authorized; (v) this Ordinance provides that
the amount to be accumulated and maintained in the Bond Reserve Fund shall be increased to an
amount equal to not less than the average annual principal and interest requirements of all bonds
payable from and secured by a first lien on and pledge of the Net Revenues of the System (after
giving effect to the issuance of the bonds herein authorized) and any additional amount to be
maintained in said Fund shall be accumulated within not more than five (5) years and one (1)
months from the date of the passage of this Ordinance; and (vi) the bonds herein authorized shall
mature on July 15 in each year; now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF EULESS, TEXAS:
SECTION 1: Authorization - Designation - Principal Amount - Purpose. Revenue bonds of
the City shall be and are hereby authorized to be issued in the aggregate principal amount of
$3,260,000 to be designated and bear the title "CITY OF EULESS, TEXAS, WATERWORKS AND
SEWER SYSTEM REVENUE BONDS, SERIES 2000" (hereinafter referred to as the "Bonds "), for
improvements and extensions to the City's combined Waterworks and Sewer System, in conformity
with the Constitution and laws of the State of Texas, including V.T.C.A., Government Code, Section
1502.051(c).
828399.1
SECTION 2: Fully Registered Obligations - Authorized Denominations -Stated Maturities
- Date. The Bonds shall be issued as fully registered obligations, without coupons, shall be dated
March 15, 2000 (the "Bond Date ") and, other than the single fully registered Initial Bond referenced
in Section 8 hereof, shall be in denominations of $5,000 or any integral multiple thereof (within a
Stated Maturity), shall be numbered consecutively from One (1) upward and shall become due and
payable on July 15 in each of the years and in principal amounts (the "Stated Maturities ") and bear
interest at per annum rates in accordance with the following schedule:
Year of
Principal
Interest
Stated Maturity
Amount
Rate (s)
2002
$ 105,000
6.75%
2003
100,000
6.75%
2004
105,000
6.75%
2005
115,000
6.75%
2006
120,000
6.75%
2007
130,000
6.00%
2008
140,000
5.25 %.
2009
145,000
5.25%
2010
155,000
5.25%
2011
165,000
5.25%
2012
170,000
5.35%
2013
180,000
5.40%
2014
195,000
5.50%
2015
205,000
5.50%
2016
215,000
5.50%
2017
230,000
5.625%
2018
245,000
5.625%
2019
260,000
5.75%
2020
280,000
5.75%
The Bonds shall bear interest on the unpaid principal amounts from the Bond Date at the
rate(s) per annum shown in the above schedule (calculated on the basis of a 360 -day year of twelve
30 -day months). Interest on the Bonds shall be payable on January 15 and July 15 in each year,
commencing January 15, 2001.
SECTION 3: Terms of Payment - Paying Agent/Registrar. The principal of, premium, if
any, and the interest on the Bonds, due and payable by reason of maturity, redemption or
otherwise, shall be payable only to the registered owners or holders of the Bonds (hereinafter called
the "Holders ") appearing on the registration and transfer books maintained by the Paying
Agent/Registrar and the payment thereof shall be in any coin or currency of the United States of
America, which at the time of payment is legal tender for the payment of public and private debts,
and shall be without exchange or collection charges to the Holders.
The selection and appointment of The Bank of New York, New York, New York to serve as
Paying Agent/Registrar for the Bonds is hereby approved and confirmed. Books and records
-2-
828399.1
relating to the registration, payment, transfer and exchange of the Bonds (the "Security Register")
shall at all times be kept and maintained on behalf of the City by the Paying Agent/Registrar, as
provided herein and in accordance with the terms and provisions of a "Paying Agent/ Registrar
Agreement ", substantially in the form attached hereto asExhibitA, and such reasonable rules and
regulations as the Paying Agent/Registrar and the City may prescribe. The Mayor and City
Secretary are authorized to execute and deliver such Agreement in connection with the delivery
of the Bonds. The City covenants to maintain and provide a Paying Agent/Registrar at all
times until the Bonds are paid and discharged, and any successor Paying Agent/Registrar shall be
a bank, trust company, financial institution or other entity qualified and authorized to serve in such
capacity and perform the duties and services of Paying Agent/Registrar. Upon any change in the
Paying Agent/Registrar for the Bonds, the City agrees to promptly cause a written notice thereof to
be sent to each Holder by United States Mail, first class postage prepaid, which notice shall also
give the address of the new Paying Agent/Registrar.
Principal of and premium, if any, on the Bonds shall be payable at the Stated Maturities or
upon the earlier redemption thereof, only upon presentation and surrender of the Bonds to the
Paying Agent/Registrar at its designated offices in Houston, Texas (the "Designated
Payment/Transfer Office "). Interest on the Bonds shall be paid to the Holders whose names appear
in the Security Register at the close of business on the Record Date (the last business day of the
month next preceding each interest payment date) and shall be paid by the Paying Agent/Registrar
(i) by check sent United States Mail, first class postage prepaid, to the address of the Holder
recorded in the Security Register or (ii) by such other method, acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of, the Holder. If the date for the
payment of the principal of or interest on the Bonds shall be a Saturday, Sunday, a legal holiday,
or a day when banking institutions in the City where the Designated Payment/Transfer 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 when 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.
In the event of a non - payment of interest on one or more maturities on a scheduled payment
date, and for thirty (30) days thereafter, a new record date for such interest payment for such
maturity or maturities (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 City. 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
Holder of such maturity or maturities appearing on the Security Register at the close of business
on the last business day next preceding the date of mailing of such notice.
SECTION 4: Redemption. (a) Optional Redemption. The Bonds having Stated Maturities
on and after July 15, 2009, shall be subject to redemption prior to maturity, at the option of the City,
in whole or in part in principal amounts of $5,000 or any integral multiple thereof (and if within a
Stated Maturity by lot by the Paying Agent/ Registrar), on July 15, 2008 or on any date thereafter
at the redemption price of par plus accrued interest to the date of redemption.
-3-
828399.1
(b) Exercise of Redemption Option. At least forty -five (45) days prior to a redemption date
for the Bonds (unless a shorter notification period shall be satisfactory to the Paying
Agent/Registrar), the City shall notify the Paying Agent/Registrar of the decision to redeem Bonds,
the principal amount of each Stated Maturity to be redeemed, and the date of redemption therefor.
The decision of the City to exercise the right to redeem Bonds shall be entered in the minutes of the
governing body of the City.
(c) Selection of Bonds for Redemption. If less than all Outstanding Bonds of the same
Stated Maturity are to be redeemed on a redemption date, the Paying Agent/ Registrar shall treat
such Bonds as representing the number of Bonds Outstanding which is obtained by dividing the
principal amount of such Bonds by $5,000 and shall select the Bonds to be redeemed within such
Stated Maturity by lot.
(d) Notice of Redemption. Not less than thirty (30) days prior to a redemption date for
the Bonds, a notice of redemption shall be sent by United States Mail, first class postage prepaid,
in the name of the City and at the City's expense, to each Holder of a Bond to be redeemed in whole
or in part at the address of the Holder appearing on the Security Register at the close of business
on the business day next preceding the date of mailing such notice, and any notice of redemption
so mailed shall be conclusively presumed to have been duly given irrespective of whether received
by the Holder.
All notices of redemption shall (i) specify the date of redemption for the Bonds, (ii) identify
the Bonds to be redeemed and, in the case of a portion of the principal amount to be redeemed,
the principal amount thereof to be redeemed, (iii) state the redemption price, (iv) state that the
Bonds, or the portion of the principal amount thereof to be redeemed, shall become due and
payable on the redemption date specified, and the interest thereon, or on the portion of the principal
amount thereof to be redeemed, shall cease to accrue from and after the redemption date, and (v)
specify that payment of the redemption price for the Bonds, or the principal amount thereof to be
redeemed, shall be made at the Designated Payment/Transfer Office of the Paying Agent/ Registrar
only upon presentation and surrender thereof by the Holder. If a Bond is subject by its terms to prior
redemption and has been called for redemption and notice of redemption thereof has been duly
given or waived as herein provided, such Bond (or the principal amount thereof to be redeemed)
shall become due and payable, and interest thereon shall cease to accrue from and after the
redemption date therefor, provided moneys sufficient for the payment of such Bonds (or of the
principal amount thereof to be redeemed) at the then applicable redemption price are held for the
purpose of such payment by the Paying Agent/Registrar.
SECTION 5: Registration - Transfer - Exchange of Bonds - Predecessor Bonds. The
Paying Agent/Registrar shall obtain, record, and maintain in the Security Register the name and
address of each registered owner of the Bonds issued under and pursuant to the provisions of this
Ordinance. Any Bond may, in accordance with its terms and the terms hereof, be transferred or
exchanged for Bonds of other authorized denominations upon the Security Register by the Holder,
in person or by his duly authorized agent, upon surrender of such Bond to the Paying
Agent/Registrar for cancellation, accompanied by a written instrument of transfer or request for
exchange duly executed by the Holder or by his duly authorized agent, in form satisfactory to the
Paying Agent/ Registrar.
-4-
828399.1
Upon surrender for transfer of any Bond (other than the Initial Bonds authorized in Section
8 hereof) at the Designated Payment/Transfer Office of the Paying Agent/Registrar, the Paying
Agent/Registrar shall register and deliver, in the name of the designated transferee or transferees,
one or more new Bonds, executed on behalf of, and furnished by, the City of authorized
denominations and having the same Stated Maturity and of a like aggregate principal amount as
the Bond or Bonds surrendered for transfer.
At the option of the Holder, Bonds (other than the Initial Bonds authorized in Section 8
hereof) may be exchanged for other Bonds of authorized denominations and having the same
Stated Maturity, bearing the same rate of interest and of like aggregate principal amount as the
Bonds surrendered for exchange, upon surrender of the Bonds to be exchanged at the Designated
Payment/Transfer Office of the Paying Agent/ Registrar. Whenever any Bonds are surrendered for
exchange, the Paying Agent/Registrar shall register and deliver new Bonds, executed on behalf of,
and furnished by, the City, to the Holder requesting the exchange.
All Bonds issued upon any transfer or exchange of Bonds shall be delivered at the
Designated Payment/Transfer Office of the Paying Agent/Registrar, or sent by United States Mail,
first class postage prepaid, to the Holder and, upon the delivery thereof, the same shall be valid
obligations of the City, evidencing the same obligation to pay, and entitled to the same benefits
under this Ordinance, as the Bonds surrendered in such transfer or exchange.
All transfers or exchanges of Bonds pursuant to this Section shall be made without expense
or service charge to the Holder, except as otherwise herein provided, and except that the Paying
Agent/Registrar shall require payment by the Holder requesting such transfer or exchange of any
tax or other governmental charges required to be paid with respect to such transfer or exchange.
Bonds cancelled by reason of an exchange or transfer pursuant to the provisions hereof are
hereby defined to be "Predecessor Bonds," evidencing all or a portion, as the case may be, of the
same obligation to pay evidenced by the Bond or Bonds registered and delivered in the exchange
or transfer therefor. Additionally, the term "Predecessor Bonds" shall include any mutilated, lost,
destroyed, or stolen Bond for which a replacement Bond has been issued, registered and delivered
in lieu thereof pursuant to Section 31 hereof and such new replacement Bond shall be deemed to
evidence the same obligation as the mutilated, lost, destroyed, or stolen Bond.
Neither the City nor the Paying Agent/Registrar shall be required to transfer or exchange any
Bond called for redemption, in whole or in part, within 45 days of the date fixed for redemption of
such Bond; provided, however, such limitation of transfer shall not be applicable to an exchange
by the Holder of the unredeemed balance of a Bond called for redemption in part.
SECTION & Book -Entry Only Transfers and Transactions. Notwithstanding the provisions
contained in Sections 3, 4 and 5 hereof relating to the payment, and transfer /exchange of the
Bonds, the City hereby approves and authorizes the use of "Book-Entry Only" securities clearance,
settlement and transfer system provided by The Depository Trust Company (DTC), a limited
purpose trust company organized under the laws of the State of New York, in accordance with the
operational arrangements referenced in the Blanket Issuer Letter of Representation, by and
between the City and DTC (the "Depository Agreement ").
-5-
828399.1
Pursuant to the Depository Agreement and the rules of DTC, the Bonds shall be deposited
with DTC who shall hold said Bonds for its participants (the "DTC Participants "). While the Bonds
are held by DTC underthe Depository Agreement, the Holder of the Bonds on the Security Register
for all purposes, including payment and notices, shall be Cede & Co., as nominee of DTC,
notwithstanding the ownership of each actual purchaser or owner of each Bond (the 'Beneficial
Owners ") being recorded in the records of DTC and DTC Participants.
In the event DTC determines to discontinue serving as securities depository for the Bonds
or otherwise ceases to provide book -entry clearance and settlement of securities transactions in
general or the City determines that DTC is incapable of properly discharging its duties as securities
depository for the Bonds, the City covenants and agrees with the Holders of the Bonds to cause
Bonds to be printed in definitive form and provide for the Bond certificates to be issued and
delivered to DTC Participants and Beneficial Owners, as the case may be. Thereafter, the Bonds
in definitive form shall be assigned, transferred and exchanged on the Security Register maintained
by the Paying Agent/Registrar and payment of such Bonds shall be made in accordance with the
provisions of Sections 3, 4 and 5 hereof.
SECTION 7: Execution - Registration. The Bonds shall be executed on behalf of the City
by the Mayor under its seal reproduced or impressed thereon and countersigned by the City
Secretary. The signature of said officers on the Bonds may be manual or facsimile. Bonds bearing
the manual or facsimile signatures of individuals who are or were the proper officers of the City on
the Bond Date shall be deemed to be duly executed on behalf of the City, notwithstanding that such
individuals or either of them shall cease to hold such offices at the time of delivery of the Bonds to
the initial purchaser(s) and with respectto Bonds delivered in subsequent exchanges and transfers,
all as authorized and provided in V.T.C.A., Government Code, Chapter 1201.
No Bond shall be entitled to any right or benefit under this Ordinance, or be valid or
obligatory for any purpose, unless there appears on such Bond either a certificate of registration
substantially in the form provided in Section 9C, manually executed by the Comptroller of Public
Accounts of the State of Texas or his duly authorized agent, or a certificate of registration
substantially in the form provided in Section 9D, manually executed by an authorized officer,
employee or representative of the Paying Agent/ Registrar, and either such certificate upon any
Bond duly signed shall be conclusive evidence, and the only evidence, that such Bond has been
duly certified, registered and delivered.
SECTION 8: Initial Bond(s). The Bonds herein authorized shall be initially issued either
(i) as a single fully registered bond in the total principal amount referenced in Section 1 hereof with
principal installments to become due and payable as provided in Section 2 hereof and numbered
T -1, or (ii) as multiple fully registered bonds, being one bond for each year of maturity in the
applicable principal amount and denomination and to be numbered consecutively from T -1 and
upward (hereinafter called the "Initial Bond(s)") and, in either case, the Initial Bond(s) shall be
registered in the name of the initial purchaser(s) or the designee thereof. The Initial Bond(s) shall
be the Bonds submitted to the Office of the Attorney General of the State of Texas for approval,
certified and registered by the Office of the Comptroller of Public Accounts of the State of Texas and
delivered to the initial purchaser(s). Any time after the delivery of the Initial Bond(s), the Paying
Agent/Registrar, pursuant to written instructions from the initial purchaser(s), or the designee
-6-
828399.1
thereof, shall cancel the Initial Bond(s) delivered hereunder and exchange therefor definitive Bonds
of authorized denominations, Stated Maturities, principal amounts and bearing applicable interest
rates for transfer and delivery to the Holders named at the addresses identified therefor; all pursuant
to and in accordance with such written instructions from the initial purchaser(s), or the designee
thereof, and such other information and documentation as the Paying Agent/Registrar may
reasonably require.
SECTION 9: Forms. A. Forms Generally. The Bonds, the Registration Certificate of the
Comptroller of Public Accounts of the State of Texas, the Certificate of Registration, and the form
of Assignment to be printed on each of the Bonds, shall be substantially in the forms set forth in this
Section with such appropriate insertions, omissions, substitutions, and other variations as are
permitted or required by this Ordinance and may have such letters, numbers, or other marks of
identification (including identifying numbers and letters of the Committee on Uniform Securities
Identification Procedures of the American Bankers Association) and such legends and
endorsements (including insurance legends in the event the Bonds, or any maturities thereof, are
purchased with insurance and any reproduction of an opinion of counsel) thereon as may,
consistently herewith, be established by the City or determined by the officers executing such Bonds
as evidenced by their execution thereof. Any portion of the text of any Bonds may be set forth on
the reverse thereof, with an appropriate reference thereto on the face of the Bond.
The definitive Bonds and the Initial Bond(s) shall be printed, lithographed, or engraved,
- typewritten, photocopied or otherwise reproduced in any other similar manner, all as determined
by the officers executing such Bonds as evidenced by their execution thereof.
B. Form of Definitive Bond.
REGISTERED
NO.
Bond Date:
March 15, 2000
Registered Owner:
Principal Amount:
REGISTERED
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF EULESS, TEXAS,
WATERWORKS AND SEWER SYSTEM
REVENUE BOND, SERIES 2000
Interest Rate: Stated Maturity: CUSIP NO:
DOLLARS
The City of Euless (hereinafter referred to as the "City "), a body corporate and municipal
corporation in the County of Tarrant, State of Texas, for value received, hereby promises to pay to
-7-
828399.1
'66
In the event a portion of the principal amount of a Bond is to be redeemed and the registered
owner is someone other than Cede & Co., payment of the redemption price of such principal
amount shall be made to the registered owner only upon presentation and surrender of such Bond
to the Designated Payment/Transfer Office of the Paying Agent/Registrar, and a new Bond or
Bonds of like maturity and interest rate in any authorized denominations provided by the Ordinance
for the then unredeemed balance of the principal sum thereof will be issued to the registered owner,
without charge. If a Bond is selected for redemption, in whole or in part, the City and the Paying
Agent/Registrar shall not be required to transfer such Bond to an assignee of the registered owner
within 45 days of the redemption date therefor; provided, however, such limitation on transferability
shall not be applicable to an exchange by the registered owner of the unredeemed balance of a
Bond redeemed in part.
The Bonds are special obligations of the City arid, togetherwith the outstanding "Previously
Issued Bonds" (identified and defined in the Ordinance, are payable solely from and equally and
ratably secured by a first lien on and pledge of the Net Revenues (as defined in the Ordinance) of
the City's combined Waterworks and Sewer System (the "System "). The Bonds do not constitute
a legal or equitable pledge, charge, lien or encumbrance upon any property of the City or the
System, except with respect to the Net Revenues. The holder hereof shall never have the right to
demand payment of this obligation out of any funds raised or to be raised by taxation.
Subject to satisfying the terms and conditions prescribed therefor, the City has reserved the
right to issue additional revenue obligations payable from and equally and ratably secured by a
parity lien on and pledge of the Net Revenues of the System, in the same manner and to the same
extent as the Previously Issued Bonds and the Bonds.
Reference is hereby made to the Ordinance, a copy of which is on file in the Designated
Payment/Transfer Office of the Paying Agent/Registrar, and to all of the provisions of which the
Holder by the acceptance hereof hereby assents, for definitions of terms; the description of and the
nature and extent of the security for the Bonds; the properties constituting the System; the Net
Revenues pledged to the payment of the principal of and interest on the Bonds; the nature and
extent and manner of enforcement of the lien and pledge securing the payment of the Bonds; the
terms and conditions for the issuance of additional revenue obligations; the terms and conditions
relating to the transfer or exchange of this Bond; the conditions upon which the Ordinance may be
amended or supplemented with or without the consent of the Holders; the rights, duties, and
obligations of the City and the Paying Agent/Registrar; the terms and provisions upon which the
liens, pledges, charges and covenants made therein may be discharged at or prior to the maturity
or redemption of this Bond, and this Bond deemed to be no longer Outstanding thereunder; and for
the other terms and provisions contained therein. Capitalized terms used herein have the same
meanings assigned in the Ordinance.
This Bond, subject to certain limitations contained in the Ordinance, may be transferred on
the Security Register only upon its presentation and surrender at the Designated Payment/Transfer
Office of the Paying Agent/Registrar, with the Assignment hereon duly endorsed by, or
accompanied by a written instrument of transfer in form satisfactory to the Paying Agent/Registrar
duly executed by, the registered owner hereof, or his duly authorized agent. When a transfer on
the Security Register occurs, one or more new fully registered Bonds of the same Stated Maturity,
-9-
828399.1
of authorized denominations, bearing the same rate of interest, and of the same aggregate principal
amount will be issued by the Paying Agent/Registrar to the designated transferee or transferees.
The City and the Paying Agent/Registrar, and any agent of either, may treat the registered
owner hereof whose name appears on the Security Register (i) on the Record Date as the owner
entitled to payment of interest hereon, (ii) on the date of surrender of this Bond as the owner entitled
to payment of principal hereof at its Stated Maturity or its redemption, in whole or in part, and (iii)
on any other date as the owner for all other purposes, and neither the City nor the Paying
Agent/Registrar, or any agent of either, shall be affected by notice to the contrary. In the event of
non - payment 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
City. 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 Holder appearing on the Security Register at the close of business on the last business day
next preceding the date of mailing of such notice.
It is hereby certified, recited, represented and covenanted that the City is a duly organized
and legally existing municipal corporation under and by virtue of the Constitution and laws of the
State of Texas; that the issuance of the Bonds is duly authorized by law; that all acts, conditions and
things required to exist and be done precedent to and in the issuance of the Bonds to render the
same lawful and valid obligations of the City have been properly done, have happened and have
been performed in regular and due time, form and manner as required by the Constitution and laws
of the State of Texas, and the Ordinance; that the Bonds do not exceed any constitutional or
statutory limitation; and that due provision has been made for the payment of the principal of and
interest on the Bonds by a pledge of the Net Revenues of the System as aforestated. In case any
provision in this Bond or any application thereof shall be invalid, illegal, or unenforceable, the
validity, legality, and enforceability of the remaining provisions and applications shall not in anyway
be affected or impaired thereby. The terms and provisions of this Bond and the Ordinance shall be
construed in accordance with and shall be governed by the laws of the State of Texas.
-10-
828399.1
IN WITNESS WHEREOF, the City Council of the City has caused this Bond to be duty
executed under the official seal of the City as of the Bond Date.
CITY OF EULESS, TEXAS
COUNTERSIGNED: Mayor
City Secretary
(SEAL)
C. *Form of Registration Certificate of Comptroller of Public Accounts to Appear on Initial
Bond(s) only.
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER )
OF PUBLIC ACCOUNTS ) REGISTER NO.
THE STATE OF TEXAS )
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 duly registered by the Comptroller of Public
Accounts of the State of Texas.
(SEAL)
WITNESS my signature and seal of office this
Comptroller of Public Accounts
of the State of Texas
*NOTE TO PRINTER: Do not print on definitive bonds
828399.1
i
1
i
i
-11-
D. Form of Certificate of Paying Agent/Registrar to Appear on Definitive Bonds only.
REGISTRATION CERTIFICATE OF PAYING AGENT /REGISTRAR
This Bond has been duly issued and registered in the name of the Registered Owner shown
above under the provisions of the within- mentioned Ordinance; the bond or bonds of the above
entitled and designated series originally delivered having been approved by the Attorney General
of the State of Texas and registered by the Comptroller of Public Accounts, as shown by the records
of the Paying Agent/Registrar.
The designated offices of the Paying Agent/Registrar in Houston, Texas, is the Designated
Payment/Transfer Office" for this Bond.
Registration date:
E. Form of Assignment.
THE BANK OF NEW YORK
New York, New York,
as Paying Agent/Registrar
Authorized Signature
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns, and transfers unto
(Print or typewrite name, address, and zip code of transferee:)
(Social Security or other identifying number:
) the within Bond and all rights thereunder, and hereby
irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept for registration thereof, with full power of
substitution in the premises.
DATED:
Signature guaranteed:
NOTICE: The signature on this assignment
must correspond with the name of the
registered owner as it appears on the face
of the within Bond in every particular.
F. The Initial Bond(s) shall be in the form set forth in paragraph B of this Section, except
that the form of a single fully registered Initial Bond shall be modified as follows:
-12-
828399.1
(i) immediately under the name of the bond the headings "Interest Rate " and
"Stated Maturity if shall both be omitted;
(ii) Paragraph one shall read as follows:
The City of Euless (hereinafter referred to as the "City "), a body corporate and municipal
corporation in the County of Tarrant, State of Texas, for value received, hereby promises to pay to
the order of the Registered Owner named above, or the registered assigns thereof, solely from the
revenues hereinafter identified, the Principal Amount hereinabove stated on July 15 in each of the
years and in principal installments in accordance with the following schedule:
PRINCIPAL INTEREST
YEAR INSTALLMENTS RATE
(Information to be inserted from schedule in Section 2 hereof).
(or so much thereof as shall not have been prepaid prior to maturity) and to pay interest, computed
on the basis of a 360 -day year of twelve 30 -day months, on the unpaid principal amounts hereof
from the Bond Date at the per annum rates of interest specified above; such interest being payable
on January 15 and July 15 in each year, commencing January 15, 2001. Principal installments of
this Bond are payable in the year of maturity or on a prepayment date to the registered owner
hereof by The Bank of New York, New York, New York (the "Paying Agent/Registrar'), upon
presentation and surrender, at its designated offices in Houston, Texas (the "Designated
Payment/Transfer Office "). Interest is payable to the registered owner of this Bond whose name
appears on the "Security Register" maintained by the Paying Agent/Registrar at the close of
business on the "Record Date ", which is the last business day of the month next preceding each
interest payment date and interest shall be paid by the Paying Agent/Registrar by check sent United
States Mail, first class postage prepaid, to the address of registered owner recorded in the Security
Register or by such other method, acceptable to the Paying Agent/Registrar, requested by, and at
the risk and expense of, the registered owner. All payments of principal of, premium, if any, and
interest on this Bond shall be without exchange or collection charges to the owner hereof and in any
coin or currency of the United States of America which at the time of payment is legal tender for the
payment of public and private debts.
SECTION 10: Definitions. For all purposes of this Ordinance and in particular for clarity with
respect to the issuance of the Bonds herein authorized and the pledge and appropriation of
revenues to the payment of the Bonds, the following definitions are provided:
(a) The term "Additional Bonds" shall mean the additional parity revenue
bonds the City reserves the right to issue in accordance with the terms and
conditions prescribed in Section 23 hereof.
(b) The term "Bonds" shall mean the "City of Euless, Texas, Waterworks
and Sewer System Revenue Bonds, Series 2000" authorized by this Ordinance.
-13-
828399.1
(c) The term "Bonds Similarly Secured" shall mean the Previously Issued
Bonds, the Bonds and Additional Bonds.
(d) The term "Fiscal Year" shall mean the twelve -month operating period
for the System ending September 30 of each year.
(e) The term "Net Revenues" shall mean and include the gross revenues
derived from the operation of the System, less reasonable expenses of operation
and maintenance, including all salaries, labor, materials, repairs and extensions
necessary to render efficient service, provided, however, that only such repairs and
extensions as in the judgment of the City Council, reasonably and fairly exercised,
are necessary to keep the System in operation and render adequate service to the
areas served thereby and the inhabitants thereof, or such as might be necessary to
meet some physical accident or condition which would otherwise impair the security
of any bonds payable from and secured by a lien on the Net Revenues of the
System shall be deducted in determining "Net Revenues."
(f) The term "Previously Issued Bonds" shall mean the outstanding and
unpaid revenue bonds, payable from and secured by a first lien on and pledge of the
Net Revenues of the System, of the following issues or series, identified as follows:
(1) City of Euless, Texas, Waterworks and Sewer System
Revenue Bonds, Series 1965, dated July 15, 1965 and
issued in the original principal amount of $3,600,000;
(2) City of Euless, Texas, Waterworks and Sewer System
Revenue Refunding Bonds, Series 1967, dated January 15,
1967, and issued in the original principal amount of
$2,200,000;
(3) City of Euless, Texas, Waterworks and Sewer System
Revenue Refunding Bonds, Series 1991 dated October 1,
1991, and issued in the original principal amount of
$2,335,000.
(g) The term "Government Obligations" shall mean (i) direct noncallable
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, (ii) noncallable
obligations of an agency or instrumentality of the United States, including obligations
unconditionally guaranteed or insured by the agency or instrumentality and on the date of
their acquisition or purchase by the City are rated as to investment quality by a nationally
recognized investment rating firm not less than AAA or its equivalent and (iii) noncallable
obligations of a state or an agency or a county, municipality, or other political subdivision of
a state that have been refunded and on the date of their acquisition or purchase by the City,
are rated as to investment quality by a nationally recognized investment rating firm not less
than AAA or its equivalent.
-14-
828399.1
(h) The term "Outstanding" when used in this Ordinance with respect to Bonds
means, as of the date of determination, all Bonds theretofore issued and delivered under
this Ordinance, except:
(1) those Bonds canceled by the Paying Agent/ Registrar or delivered to
the Paying Agent/ Registrar for cancellation;
(2) those Bonds deemed to be paid by the City in accordance with the
provisions of Section 29 hereof; and
(3) those Bonds that have been mutilated, destroyed, lost, or stolen and
replacement Bonds have been registered and delivered in lieu
thereof as provided in Section 31 hereof.
0) The term "System" shall mean the City's combined Waterworks and Sanitary
Sewer System, including all present and future additions, extensions, replacements and
improvements thereto, whether situated within or without the corporate limits of the City.
SECTION 11: Pledge. The City hereby covenants and agrees that all of the Net Revenues
derived from the operation of the System, with the exception of those in excess of the amounts
required to establish and maintain the special Funds created for the payment and security of the
Bonds Similarly Secured, are hereby irrevocably pledged for the payment of the Previously Issued
Bonds, the Bonds, and Additional Bonds, if issued, and the interest thereon, and it is hereby
ordained that the Previously Issued Bonds, the Bonds and the Additional Bonds, if issued, and the
interest thereon, shall constitute a first lien on the Net Revenues of the System in accordance with
the terms and provisions hereof and be valid and binding without further action by the City and
without any filing or recording except for the filing of this Ordinance in the records of the City.
SECTION 12: Rates and Charges. The City hereby covenants and agrees with the Holders
of the Bonds that rates and charges for water and sewer services afforded by the System will be
established and maintained to provide revenues sufficient at all times to pay:
(a) all operating, maintenance, depreciation, replacement, betterment and other
costs deductible in determining Net Revenues as herein defined;
(b) the interest on and principal of the Bonds Similarly Secured and the amounts
required to be deposited into the special Funds created and established forthe payment and
security of the Bonds Similarly Secured; and
(c) any other legally incurred indebtedness payable from the revenues of the
System and/or secured by a lien on the System or the revenues thereof.
SECTION 13: Segregation of Revenues /Fund Designations. All revenues and income
derived from the operation and ownership of the System shall be kept separate from other funds
of the City and deposited from day to day, as collected in the "System Fund" (created and
established in connection with the issuance of the Previously Issued Bonds), which Fund is hereby
-15-
828399.1
reaffirmed and shall continue to be kept and maintained at an official depository bank of the City
while the Bonds remain Outstanding. Furthermore, the special funds or accounts created and
established in connection with the issuance of the Previously Issued Bonds are hereby reaffirmed
for the benefit of the Bonds, to wit:
(i) Bond Fund, which Fund is kept and maintained at the Bankers Trust
Company, New York, New York, and moneys deposited in said Fund shall be used
only for the purpose of paying the principal of and interest on the Bonds Similarly
Secured.
(ii) Emergency Fund, which Fund is kept and maintained at the City's
official depository bank, and moneys deposited in said Fund shall be used, upon
proper order of the City Council, to pay any special or extraordinary repairs or
replacements to the System necessitated by the occurrence of an emergency and
for payment of which no other funds are available and additionally for the payment
of the principal and/or interest requirements of the Bonds Similarly Secured to
prevent a default in the payment thereof when moneys in the Bond Fund and /or
Bond Reserve Fund are deficient.
(iii) Bond Reserve Fund, which Fund is kept and maintained at the
Bankers Trust Company, New York, New York, and moneys deposited in said Fund
shall be used 'to pay the principal of and interest on the Bonds Similarly Secured
falling due at any time when there is insufficient money available in the Bond Fund
for such purpose.
SECTION14: System Fund. The City hereby reaffirms its covenant to the Holders of the
Previously Issued Bonds and agrees with the Holders of the Bonds that the moneys deposited in
the System Fund shall be used first for the payment of the reasonable and proper expenses of
operating and maintaining the System, as identified in Section 1 d(e) hereof. All moneys deposited
in the System Fund in excess of the amounts required to pay operating and maintenance expenses
of the System, as hereinabove provided, shall be applied and appropriated, to the extent required
and in the order of priority prescribed, as follows:
(i) To the payment of the amounts required to be deposited in the Bond
Fund for the payment of principal of and interest on the Bonds Similarly Secured as
the same become due and payable;
(ii) To the payment of the amounts, if any, required to be deposited in the
Emergency Fund to accumulate and /or restore the total amount required to be
maintained therein; and
(iii) To the payment of the amounts required to deposited in the Bond
Reserve Fund to accumulate and maintain the reserve amount as security for the
payment of the principal of and interest on the Bonds Similarly Secured.
-16-
828399.1
SECTION 15: Bond Fund. In addition to the required deposits to the Bond Fund for the
payment of principal of and interest on the Previously Issued Bonds, the City hereby agrees and
covenants to deposit to the Bond Fund an amount equal to one hundred percentum (100 %) of the
amount required to fully pay the interest on and principal of the Bonds falling due on or before each
maturity and interest payment date, such payments to be made in substantially equal monthly
installments on or before the 10th day of each month beginning on or before the 10th day of the
month next following the month the Bonds are delivered to the initial purchaser.
The required monthly deposits to the Bond Fund for the payment of principal of and interest
on the Bonds shall continue to be made as hereinabove provided until such time as (i) the total
amount on deposit in the Bond Fund and Bond Reserve Fund is equal to the amount required to
fully pay and discharge all outstanding Bonds Similarly Secured (principal and interest) or (ii) the
Bonds are no longer outstanding, i.e., fully paid as to principal and interest or all the Bonds have
been refunded.
Accrued interest and premium, if any, received from the purchaser of the Bonds shall be
deposited in the Bond Fund, and shall be taken into consideration and reduce the amount of the
monthly deposits hereinabove required which would otherwise be required to be deposited in the
Bond Fund from the Net Revenues of the System. Furthermore, a transfer of funds from the Bond
Reserve Fund and Emergency Fund, as hereinafter prescribed, shall be taken into consideration
and reduce the amount of the monthly deposits otherwise required to be deposited in the Bond
Fund from the Net Revenues.
SECTION 16: ' Emergency Fund. In accordance with the provisions of the ordinances
authorizing the issuance of the Previously Issued Bonds, the amount required to be accumulated
and maintained in the Emergency Fund is $100,000.00, which amount is currently on deposit
therein, and no additional amount shall be required to be deposited in said Fund by reason of the
issuance of the Bonds. As long as the sum of $100,000.00 is on deposit in said Fund, no further
amounts shall be required to be deposited therein; provided, however, should the amount on
deposit in said Fund ever be less than $100,000.00, the City covenants and agrees to immediately
resume, and cause to be made to said Fund, monthly deposits in the amount of $1,000 on or before
the 10th day of each month until the total amount required to be maintained in said Fund has been
fully restored. Monthly deposits to said Fund shall be made with available Net Revenues of the
System in the System Fund and be subject only to the required deposits to the Bond Fund.
Furthermore, when the amount on deposit in the Emergency Fund equals or exceeds the total
amount required to be maintained therein, moneys realized from the investment of funds in the
Emergency Fund in excess of the balance required to be maintained therein may be transferred to
the Bond Fund.
SECTION 17: Bond Reserve Fund. The City reaffirms its covenant to the holders of the
Previously Issued Bonds and agrees with the Holders of the Bonds that there shall be accumulated
and maintained in the Bond Reserve Fund an amount equal to at least the average annual principal
and interest requirement of the outstanding Bonds Similarly Secured.
In accordance with the ordinances authorizing the issuance of the Previously Issued Bonds,
there is currently on deposit to the credit of the Bond Reserve Fund an amount equal to not less
-17-
828399.1
than the average annual principal and interest requirements for the Previously Issued Bonds. By
reason of the issuance of the Bonds, the amount to be maintained in said Fund, subject to
adjustment as hereinafter provided in this Section, shall be $364,726.00 (the "Required Reserve "),
which amount totals not less than the average annual principal and interest requirement of the
outstanding Bonds Similarly Secured after giving effect to the issuance of the Bonds. No additional
deposits to the Bond Reserve Fund shall be required by reason of the issuance of the Bonds as the
Required Reserve is less than the amount currently on deposit in the Reserve Fund.
Notwithstanding the provisions of the preceding paragraph relating to the Required Reserve,
the total amount to be accumulated and maintained in the Bond Reserve Fund may, at the option
of the City, be recomputed and adjusted to an amount equal to the average annual principal and
interest requirements of the Bonds Similarly Secured at any time outstanding, and such adjustment
is particularly anticipated at such time as Bonds Similarly Secured may be redeemed and retired
prior to their stated maturity. Furthermore, when the amount on deposit in the Bond Reserve Fund
equals or exceeds the total amount required to be maintained therein, moneys realized from the
investment of funds in the Bond Reserve Fund in excess of the balance required to be maintained
in said Fund may be transferred to the Bond Fund.
SECTION 18: Investments. Moneys on deposit in the Bond Reserve Fund and the
Emergency Fund may be invested as follows:
(a) Bond Reserve Fund in direct obligations of or obligations
unconditionally guaranteed by the United States of America having maturities not in
excess of ten (10) years from the making of such investment as the City Council
may direct. Such obligations shall be held by the custodian bank where said Fund
is maintained, and if at any time uninvested funds shall be insufficient to permit
payment of principal and interest at maturity of the Bonds Similarly Secured, the
custodian bank of said Fund shall sell on the open market such amount of the
securities as is required to pay such Bonds Similarly Secured and interest thereon
when due and shall give notice thereof to the City Manager.
(b) Emergency Fund in direct obligations of or obligations unconditionally
guaranteed by the United States of America having maturities not in excess of five
(5) years from the making of such investment as the City Council may direct. Such
investment securities shall be held by the custodian bank where said Fund is
maintained and if at any time it becomes necessary to liquidate same to provide
sums for any purpose for which such Fund was created, the City shall notify the
custodian bank of said Fund who shall promptly sell on the open market such
amount thereof as may be required, making the proceeds immediately available.
Should the purpose be for meeting bond requirements, the City agrees promptly to
accomplish the required transfers to the paying agent bank for the Bonds Similarly
Secured.
SECTION 19: Payment of Bonds. While any of the Bonds are Outstanding, the proper
officers of the City are hereby authorized to transfer or cause to be transferred to the Paying Agent/
Registrar therefor, from funds on deposit in the Bond Fund and, if necessary, in the Bond Reserve
-18-
828399.1
Fund and Emergency Fund, amounts sufficient to fully pay and discharge promptly as each
installment of interest and principal of the Bonds accrues or matures or comes due by reason of
redemption prior to maturity; such transfer of funds to be made in such manner as will cause
immediately available funds to be deposited with the Paying Agent/ Registrar for the Bonds at the
close of the business day next preceding the date of payment for the Bonds. The Paying Agent/
Registrar shall cancel or destroy all paid Bonds, and the coupons, if any, appertaining thereto, and
furnish the City with an appropriate certificate of cancellation or destruction.
SECTION 20: Deficiencies in Funds. If in any month the City shall, for any reason, fail to
pay into the Bond Fund, the Emergency Fund or Bond Reserve Fund, the full amounts above
stipulated, amounts equivalent to such deficiencies shall be set apart and paid into said Funds from
the first available and unallocated Net Revenues of the System in the following month or months
and such payments shall be in addition to the amounts hereinabove provided to be otherwise paid
into said Funds during such month or months.
SECTION 21: Excess Revenues. Any surplus Net Revenues of the System remaining after
all payments have been made into the Bond Fund, Emergency Fund and Bond Reserve Fund, and
after all deficiencies in making deposits to said Funds have been remedied, may be transferred and
used for any lawful general or special purpose, as permitted by the terms of V.T.C.A., Government
Code, Article 1502.061; including the use thereof either for the retirement in advance of maturity of
the Bonds Similarly Secured, according to the provisions made for their prior redemption, or for the
purchase of any of such Bonds Similarly Secured on the open market at not exceeding the market
value thereof. Nothing herein, however, shall be construed as impairing the right of the City to pay,
in accordance with the provisions thereof, any junior lien bonds legally issued by it and payable out
of the Net Revenues of the System.
SECTION 22: Security of Funds. Moneys on deposit in the special Funds referred to in this
Ordinance (except any amounts as may be properly invested) shall be secured in the manner and
to the fullest extent required by the laws of the State of Texas for the security of public funds, and
moneys on deposit in such special Funds shall be used only for the purposes permitted by this
Ordinance and the ordinances authorizing the issuance of the Previously Issued Bonds.
SECTION 23: Issuance of Additional Bonds. In addition to the right to issue bonds of inferior
lien as authorized by the laws of the State of Texas, the City hereby reserves the right to issue
Additional Bonds which, when duly authorized and issued in compliance with the terms and
conditions hereinafter appearing, shall be on a parity with the Previously Issued Bonds and the
Bonds, payable from and equally secured by a first lien on and pledge of the Net Revenues of the
System. The Additional Bonds may be issued in one or more installments, provided, however, that
none shall be issued unless and until the following conditions have been met:
(a) The City is not then in default as to any covenant, condition or
obligation contained in the ordinances authorizing the issuance of the then
outstanding Bonds Similarly Secured;
(b) The laws of the State of Texas in force at such time provide for the
issuance of such Additional Bonds;
-19-
828399.1
M
(c) Each of the Special Funds created for the payment, security and
benefit of the Bonds Similarly Secured contains the amount of money then required
to be on deposit therein;
(d) The Net Revenues of the System for the twelve -month period
preceding the month of the adoption of the ordinance authorizing the issuance of the
Additional Bonds, as shown by a report of a certified public accountant or licensed
public accountant, are equal to at least one and one -fourth (1'/4) times the average
annual principal and interest requirements of all bonds which will be secured by a
first lien on and pledge of the Net Revenues of the System, and which will be
outstanding upon the issuance of the Additional Bonds. The term "Net Revenues"
as used in this Section 23 shall mean the gross revenues after deducting the
expenses of operation and maintenance but not deducting expenditures which,
under standard accounting procedures, should be charged to capital expenditures;
(e) The Additional Bonds are made to mature on July 15 of each of the
years in which they are scheduled to mature; and
(f) The ordinance authorizing the issuance of Additional Bonds provides
that the amount to be accumulated and maintained in the Bond Reserve Fund shall
be increased to an amount equal to not less than the average annual principal and
interest requirements of all bonds payable from and secured by a first lien on and
pledge of the Net Revenues of the System (after giving effect to the issuance of the
proposed Additional Bonds). The additional amount to be accumulated in said Fund
shall be deposited therein in not more than five (5) years and one (1) month from the
date of the passage of the ordinance authorizing the issuance of the Additional
Bonds.
At such time as the Series 1965 and Series 1967 bonds identified in Section 10(f) (1) and (2) of this
Ordinance have been paid off, refunded or canceled and are no longer outstanding, the City may
issue Additional Bonds secured by a first lien on and pledge of the Net Revenues of the System on
a parity with the Bonds Similarly Secured then outstanding, provided all conditions above set forth
in this Section have been met, except that the test for subparagraph (d) of this Section shall then
be as follows:
828399.1
(d) The Net Revenues of the System for the twelve -month period or for
the fiscal year next preceding the month of the adoption of the ordinance authorizing
the issuance of the Additional Bonds, as shown by a report of a certified public
accountant or licensed public accountant, are equal to at least one and one -fourth
(1'/4) times the average annual principal and interest requirements of all bonds which
will be secured by a first lien on and pledge of the Net Revenues of the System, and
which will be outstanding upon the issuance of the Additional Bonds. The term "Net
Revenues" as used in this Section shall mean the gross revenues after deducting
the expenses of operation and maintenance but not deducting expenditures which,
under standard accounting procedures, should be charged to capital expenditures.
-20-
Section 24: Maintenance and Operation— Insurance. The City hereby covenants and
agrees that the System shall be operated on a Fiscal Year basis and shall be maintained in good
condition and operated in an efficient manner and at reasonable cost. So long as any of the Bonds
are Outstanding, the City agrees to maintain insurance for the benefit of the Holder or Holders of
such Bonds of the kinds and in the amounts which are usually carried by private companies
engaged in a similar type of business. Nothing in this Ordinance shall be construed as requiring
the City to expend any funds which are derived from sources other than the operation of the
System, but nothing herein shall be construed as preventing the City from doing so.
Section 25: Records— Accounts — Accounting Reports. The City hereby covenants and
agrees so long as any of the Bonds or any interest thereon remain outstanding and unpaid, it will
keep and maintain a proper and complete system of records and accounts pertaining to the
operation of the System and its component parts separate and apart from all other records and
accounts of the City in accordance with generally accepted accounting principles prescribed for
municipal corporations, and complete and correct entries shall be made of all transactions relating
to said System, as provided by V.T.C.A., Government Code, Article 1502.067. The Holder or
Holders of any Bonds, or any duly authorized agent or agents of such Holders, shall have the right
at all reasonable times to inspect all such records, accounts and data relating thereto and to inspect
the System and all properties comprising same. The City further agrees that as soon as possible
following the close of each Fiscal Year, it will cause an audit of such books and accounts to be
made by an independent firm of Certified Public Accountants or Licensed Public Accountants. Each
such audit, in addition to whatever other matters may be thought proper by the Accountant, shall
particularly include the following:
(a) A detailed statement of the income and expenditures of the System
for such Fiscal Year;
(b) A balance sheet as of the end of such Fiscal Year;
(c) The Accountant's comments regarding the manner in which the City
has complied with the covenants and requirements of this Ordinance and his
recommendations for any changes or improvements in the operation, records and
accounts of the System;
(d) A list of the insurance policies in force at the end of the Fiscal Year
on the System properties, setting out as to each policy the amount thereof, the risk
covered, the name of the insurer, and the policy's expiration date;
(e) A list of the securities which have been on deposit as security for the
money in the Bond Fund, the Emergency Fund and the Bond Reserve Fund
throughout the Fiscal Year, a list of the securities, if any, in which the Emergency
Fund and Bond Reserve Fund has been invested, and a statement of the manner
in which money in the System Fund has been secured in such Fiscal Year;
(f) The total number of customers connected with the components of the
System at the end of the Fiscal Year.
-21-
828399.1
Expenses incurred in making the audits above referred to are to be regarded as
maintenance and operating expenses of the System and paid as such. Copies of the aforesaid
annual audit shall be immediately furnished to the Executive Director of the Municipal Advisory
Council of Texas at his office in Austin, Texas, and, upon written request, to the original purchasers
and any subsequent Holder of the Bonds.
Section 26: Remedies in Event of Default. In addition to all the rights and remedies
provided by the laws of the State of Texas, the City covenants and agrees particularly that in the
event the City (a) defaults in payments to be made to the Bond Fund or Bond Reserve Fund as
required by this Ordinance, or (b) defaults in the observance or performance of any other of the
covenants, conditions or obligations set forth in this Ordinance, the Holder or Holders of any of the
Bonds shall be entitled to a writ of mandamus issued by a court of proper jurisdiction compelling and
requiring the City Council and other officers of the City to observe and perform any covenant,
condition or obligation prescribed in this Ordinance.
No delay or omission to exercise any right or power accruing-upon any default 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 or power may be exercised from time to time and as often as may be
deemed expedient. The specific remedies herein provided shall be cumulative of all other existing
remedies and the specification of such remedies shall not be deemed to be exclusive.
SECTION 27: Special Covenants. The City hereby further covenants as follows:
(a) It has the lawful power to pledge the revenues supporting this issue
of Bonds and has lawfully exercised said power under the Constitution and laws of
the State of Texas, including V.T.C.A. Government Code, Chapters 1502.56 and
1502.58 ; that the Previously Issued Bonds, the Bonds, and the Additional Bonds,
when issued, shall be ratably secured under said pledge of income in such manner
that one bond shall have no preference over any other bond or said issues.
(b) Other than for the payment of the Previously Issued Bonds, the
Bonds, the outstanding "City of Euless, Texas, Tax and Waterworks and Sewer
System (Limited Pledge) Revenue Certificates of Obligation, Series 1995', dated
October 15, 1995, "City of Euless, Texas, Tax and Waterworks and Sewer System
(Limited Pledge) Revenue Certificates of Obligation, Series 1998 ", dated February
15, 1998, and "City of Euless, Texas, Tax and Waterworks and Sewer System
(Limited Pledge) Revenue Certificates of Obligation, Taxable Series 2000 ", dated
March 15, 2000, the Net Revenues of the System have not in any manner been
pledged to the payment of any debt or obligation of the City or of the System.
(c) So long as any of the Bonds or any interest thereon remain
outstanding, the City will not sell, lease or encumber the System or any substantial
part thereof; provided, however, this covenant shall not be construed to prohibit the
sale of such machinery, or other properties or equipment which has become
obsolete or otherwise unsuited to the efficient operation of the System, and, also,
with the exception of the Additional Bonds expressly permitted by this ordinance to
-22-
828399.1
be issued, it will not encumber the Net Revenues of the System unless such
encumbrance is made junior and subordinate to all of the provisions of this
Ordinance.
(d) No free service of the System shall be allowed, and should the City
or any of its agencies or instrumentalities make use of the services and facilities of
the System, payment of the reasonable value thereof shall be made by the City out
of funds from sources other than the revenues and income of the System.
(e) To the extent that it legally may, the City further covenants and
agrees so long as any of the Bonds or any interest thereon are outstanding no
franchise shall be granted for the installation or operation of any competing
waterworks and sanitary sewer system other than those owned by the City, and the
operation of any such system by anyone other than the City is hereby prohibited.
SECTION 28: Bonds are Special Obligations. The Bonds are special obligations of the City
payable from the pledged Net Revenues and the Holders thereof shall never have the right to
demand payment thereof out of funds raised or to be raised by taxation.
SECTION 29: Satisfaction of Obligation of City. if the City shall pay or cause to be paid, or
there shall otherwise be paid to the Holders, the principal of, premium, if any, and interest on the
Bonds, at the times and in the manner stipulated in this Ordinance, then the pledge of the Net
Revenues of the System under this Ordinance and all other obligations of the City to the Holders
shall thereupon cease, terminate, and become void and be discharged and satisfied.
Bonds or any principal amount(s) thereof shall be deemed to have been paid within the
meaning and with the effect expressed above in this Section when (i) money sufficient to pay in full
such Bonds or the principal amount(s) thereof at maturity or to the redemption date therefor,
together with all interest due thereon, shall have been irrevocably deposited with and held in trust
by the Paying Agent/Registrar, or an authorized escrow agent, or (ii) Government Obligations shall
have been irrevocably deposited in trust with the Paying Agent/ Registrar, or an authorized escrow
agent, which Government Obligations have been certified by an independent accounting firm to
mature as to principal and interest in such amounts and at such times as will insure the availability,
without reinvestment, of sufficient money, together with any moneys deposited therewith, if any, to
pay when due the principal of and interest on such Bonds, or the principal amount(s) thereof, on and
prior to the Stated Maturity thereof or (if notice of redemption has been duly given or waived or if
irrevocable arrangements therefor acceptable to the Paying Agent/Registrar have been made) the
redemption date thereof. The City covenants that no deposit of moneys or Government Obligations
will be made under this Section and no use made of any such deposit which would cause the Bonds
to be treated as "arbitrage bonds" within the meaning of Section 148 of the Internal Revenue Code
of 1986, as amended, or regulations adopted pursuant thereto.
-23-
828399.1
Any moneys so deposited with the Paying Agent/ Registrar, or an authorized escrow agent,
and all income from Government Obligations held in trust by the Paying Agent/Registrar or an
authorized escrow agent, pursuant to this Section which is not required for the payment of the
Bonds, or any principal amount(s) thereof, or interest thereon with respect to which such moneys
have been so deposited shall be remitted to the City or deposited as directed by the City.
Furthermore, any money held by the Paying Agent/Registrar for the payment of the principal of and
interest on the Bonds and remaining unclaimed for a period of three (3) years after the Stated
Maturity, or applicable redemption date, of the Bonds such moneys were deposited and are held
in trust to pay shall, upon the request of the City, be remitted to the City against a written receipt
therefor. Notwithstanding the above and foregoing, any remittance of funds from the Paying
Agent/Registrar to the City shall be subject to any applicable unclaimed property laws of the State
of Texas.
SECTION 30: Ordinance a Contract - Amendments. This Ordinance shall constitute a
contract with the Holders from time to time, be binding on the City, and shall not be amended or
repealed by the City so long as any Bond remains Outstanding except as permitted in this Section.
The City, may, without the consent of or notice to any Holders, from time to time and at any time,
amend this Ordinance in any manner not detrimental to the interests of the Holders, including the
curing of any ambiguity, inconsistency, or formal defect or omission herein. In addition, the City
may, with the written consent of Holders holding a majority in aggregate principal amount of the
Bonds Similarly Secured then outstanding affected thereby, amend, add to, or rescind any of the
provisions of this Ordinance; provided that, without the consent of all Holders of the Bonds then
outstanding, no such amendment, addition, or rescission shall (1) extend the time or times of
payment of the principal of, premium, if any, and interest on the Bonds, reduce the principal
amount thereof, the redemption price therefor, or the rate of interest thereon, or in any other way
modify the terms of payment of the principal of, premium, if any, or interest on the Bonds, (2) give
any preference to any Bond over any other Bond, or (3) reduce the aggregate principal amount of
Bonds required to be held by Holders for consent to any such amendment, addition, or rescission.
SECTION 31: Mutilated - Destroyed - Lost and Stolen Bonds. In case any Bond shall be
mutilated, or destroyed, lost or stolen, the Paying Agent/Registrar may execute and deliver a
replacement Bond of like form and tenor, and in the same denomination and bearing a number not
contemporaneously outstanding, in exchange and substitution for such mutilated Bond, or in lieu
of and in substitution for such destroyed, lost or stolen Bond, only upon the approval of the City and
after (i) the filing by the Holder thereof with the Paying Agent/ Registrar of evidence satisfactory to
the Paying Agent/ Registrar of the destruction, loss or theft of such Bond, and of the authenticity of
the ownership thereof and (ii) the furnishing to the Paying Agent/Registrar of indemnification in an
amount satisfactory to hold the City and the Paying Agent/Registrar harmless. All expenses and
charges associated with such indemnity and with the preparation, execution and delivery of a
replacement Bond shall be borne by the Holder of the Bond mutilated, or destroyed, lost or stolen.
Every new Bond issued pursuant to this Section in lieu of any mutilated, destroyed, lost, or
stolen Bond shall constitute a replacement of the prior obligation of the City, whether or not the
mutilated, destroyed, lost, or stolen Bond shall be at any time enforceable by anyone, and shall be
entitled to all the benefits of this Ordinance equally and ratably with all other Outstanding Bonds.
-24-
828399.1
The provisions of this Section are exclusive and shall preclude (to the extent lawful) all other
rights and remedies with respect to the replacement and payment of mutilated, destroyed, lost, or
stolen Bonds.
Section 32: Notices to Holders- Waiver. Wherever this Ordinance provides for notice to
Holders of any event, such notice shall be sufficiently given (unless otherwise herein expressly
provided) if in writing and sent by United States Mail, first class postage prepaid, to the address of
each Holder as it appears in the Security Register.
In any case where notice to Holders is given by mail, neither the failure to mail such notice
to any particular Holders, nor any defect in any notice so mailed, shall affect the sufficiency of such
notice with respect to all other Bonds. Where this Ordinance provides for notice in any manner,
such notice may be waived in writing by the Holder entitled to receive such notice, either before
or after the event with respect to which such notice is given, and such waiver shall be the equivalent
of such notice. Waivers of notice by Holders shall be filed with the Paying Agent/Registrar, but such
filing shall not be a condition precedent to the validity of any action taken in reliance upon such
waiver.
Section 33: Cancellation. All Bonds surrendered for payment, redemption, transfer or
exchange, if surrendered to the Paying Agent/Registrar, shall be promptly cancelled by it and, if
surrendered to the City, shall be delivered to the Paying Agent/Registrar and, if not already
cancelled, shall be promptly cancelled by the Paying Agent/Registrar. The City may at any time
deliver to the Paying Agent/Registrar for cancellation any Bonds previously certified or registered
and delivered which the City may have acquired in any manner whatsoever, and all Bonds so
delivered shall be promptly cancelled by the Paying Agent/Registrar. All cancelled Bonds held by
the Paying Agent/Registrar shall be destroyed as directed by the City.
Section 34: Covenants to Maintain Tax - Exempt Status. (a) Definitions. When used in
this Section 33, the following terms have the following meanings:
"Closing Date" means the date on which the Bonds are first authenticated
and delivered to the initial purchasers against payment therefor.
"Code" means the Internal Revenue Code of 1986, as amended by all
legislation, if any, effective on or before the Closing Date.
"Computation Date" has the meaning set forth in Section 1.148 -1(b) of the
Regulations.
"Gross Proceeds" means any proceeds as defined in Section 1.148 -1(b) of
the Regulations, and any replacement proceeds as defined in Section 1.148 -1(c) of
the Regulations, of the Bonds.
"Investment" has the meaning set forth in Section 1.148 -1(b) of the
Regulations.
-25-
828399.1
"Nonpurpose Investment" means any investment property, as defined in
section 148(b) of the Code, in which Gross Proceeds of the Bonds are invested and
which is not acquired to carry out the governmental purposes of the Bonds.
"Rebate Amount" has the meaning set forth in Section 1.148 -1(b) of the
Regulations.
"Regulations" means any proposed, temporary, or final Income Tax
Regulations issued pursuant to Sections 103 and 141 through 150 of the Code, and
103 of the Internal Revenue Code of 1954, which are applicable to the Bonds. Any
reference to any specific Regulation shall also mean, as appropriate, any proposed,
temporary or final Income Tax Regulation designed to supplement, amend or
replace the specific Regulation referenced.
"Yield" of (1) any Investment has the meaning set forth in Section 1.148 -5
of the Regulations and (2) the Bonds has the meaning set forth in Section 1.148 -4
of the Regulations.
(b) Not to Cause Interest to Become Taxable. The City shall not use, permit the use of,
or omit to use Gross Proceeds or any other amounts (or any property the acquisition, construction
or improvement of which is to be financed directly or indirectly with Gross Proceeds) in a manner
which if made or omitted, respectively, would cause the interest on any Bond to become includable
in the gross income, as defined in section 61 of the Code, of the owner thereof for federal income
tax purposes. Without limiting the generality of the foregoing, unless and until the City receives a
written opinion of counsel nationally recognized in the field of municipal bond law to the effect that
failure to comply with such covenant will not adversely affect the exemption from federal income tax
of the interest on any Bond, the City shall comply with each of the specific covenants in this Section.
(c) No Private Use or Private Payments. Except as permitted by section 141 of the
Code and the Regulations and rulings thereunder, the City shall at all times prior to the last Stated
Maturity of Bonds:
(1) exclusively own, operate and possess all property the acquisition,
construction or improvement of which is to be financed or refinanced directly or
indirectly with Gross Proceeds of the Bonds, and not use or permit the use of such
Gross Proceeds (including all contractual arrangements with terms different than
those applicable to the general public) or any property acquired, constructed or
improved with such Gross Proceeds.in any activity carried on by any person or entity
(including the United States or any agency, department and instrumentality thereof)
other than a state or local government, unless such use is solely as a member of the
general public; and
(2) not directly or indirectly impose or accept any charge or other
payment by any person or entity who is treated as using Gross Proceeds of the
Bonds or any property the acquisition, construction or improvement of which is to be
financed or refinanced directly or indirectly with such Gross Proceeds, other than
-26-
828399.1
taxes of general application within the City or interest earned on investments
acquired with such Gross Proceeds pending application for their intended purposes.
(d) No Private Loan. Except to the extent permitted by section 141 of the Code and the
Regulations and rulings thereunder, the City shall not use Gross Proceeds of the Bonds to make
or finance loans to any person or entity other than a state or local government. For purposes of the
foregoing covenant, such Gross Proceeds are considered to be "loaned" to a person or entity if: (1)
property acquired, constructed or improved with such Gross Proceeds is sold or leased to such
person or entity in a transaction which creates a debt for federal income tax purposes; (2) capacity
in or service from such property is committed to such person or entity under a take -or -pay, output
or similar contract or arrangement; or (3) indirect benefits, or burdens and benefits of ownership,
of such Gross Proceeds or any property acquired, constructed or improved with such Gross
Proceeds are otherwise transferred in a transaction which is the economic equivalent of a loan.
(e) Not to Invest at Higher Yield. Except to the extent permitted by section 148 of the
Code and the Regulations and rulings thereunder, the City shall not at any time prior to the final
Stated Maturity of the Bonds directly or indirectly invest Gross Proceeds in any Investment (or use
Gross Proceeds to replace money so invested), if as a result of such investment the Yield from the
Closing Date of all Investments acquired with Gross Proceeds (or with money replaced thereby),
whether then held or previously disposed of, exceeds the Yield of the Bonds.
(f) Not Federally Guaranteed. Except to the extent permitted by section 149(b) of the
Code and the Regulations and rulings thereunder, the City shall not take or omit to take any action
which would cause the Bonds to be federally guaranteed within the meaning of section 149(b) of
the Code and the Regulations and rulings thereunder.
(g) Information Report The City shall timely file the information required by section
149(e) of the Code with the Secretary of the Treasury on Form 8038 -G or such other form and in
such place as the Secretary may prescribe.
(h) Rebate of Arbitrage Profits. Except to the extent otherwise provided in section 148(f)
of the Code and the Regulations and rulings thereunder:
(1) The City shall account for all Gross proceeds (including all receipts,
expenditures and investments thereof) on its books of account separately and apart
from all other funds (and receipts, expenditures and investments thereof) and shall
retain all records of accounting for at least six years after the day on which the last
Outstanding Bond is discharged. However, to the extent permitted by law, the City
may commingle Gross proceeds of the Bonds with other money of the City, provided
that the City separately accounts for each receipt and expenditure of Gross
Proceeds and the obligations acquired therewith.
(2) Not less frequently than each Computation Date, the City shall
calculate the Rebate Amount in accordance with rules set forth in section 148(f) of
the Code and the Regulations and rulings thereunder. The City shall maintain such
-27-
828399.1
calculations with its official transcript of proceedings relating to the issuance of the
Bonds until six years after the final Computation Date.
(3) As additional consideration for the purchase of the Bonds by the
Purchasers and the loan of the money represented thereby and in order to induce
such purchase by measures designed to insure the excludability of the interest
thereon from the gross income of the owners thereof for federal income tax
purposes, the City shall pay to the United States out of the Interest and Sinking Fund
or its general fund, as permitted by applicable Texas statute, regulation or opinion
of the Attorney General of the State of Texas, the amount that when added to the
future value of previous rebate payments made for the Bonds equals (i) in the case
of a Final Computation Date as defined in Section 1.148- 3(3)(2) of the Regulations,
one hundred percent (100 %) of the Rebate Amount on such date; and (ii) in the case
of any other Computation Date, ninety percent (90 %) of the Rebate Amount on such
date. In all cases, the rebate payments shall be made at the times, in the
installments, to the place and in the manner as is or may be required by section
148(f) of the Code and the Regulations and rulings thereunder, and shall be
accompanied by Form 8038 -T or such other forms and information as is or may be
required by Sectioh 148(f) of the Code and the Regulations and rulings thereunder.
(4) The City shall exercise reasonable diligence to assure that no errors
are made in the calculations and payments required by paragraphs (2) and (3), and
if an error is made, to discover and promptly correct such error within a reasonable
amount of time thereafter (and in all events within one hundred eighty (180) days
after discovery of the error), including payment to the United States of any additional
Rebate Amount owed to it, interest thereon, and any penalty imposed under Section
1.148 -3(h) of the Regulations.
(i) Not to Divert Arbitrage Profits. Except to the extent permitted by section 148 of the
Code and the Regulations and rulings thereunder, the City shall not, at any time prior to the earlier
of the Stated Maturity or final payment of the Bonds, enter into any transaction that reduces the
amount required to be paid to the United States pursuant to Subsection (h) of this Section because
such transaction results in a smaller profit or a larger loss than would have resulted if the transaction
had been at arm's length and had the Yield of the Bonds not been relevant to either party.
(j) Elections. The City hereby directs and authorizes the Mayor, City Secretary, City
Manager and Director of Finance, individually or jointly, to make elections permitted or required
pursuant to the provisions of the Code or the Regulations, as they deem necessary or appropriate
in connection with the Bonds, in the Certificate as to Tax Exemption or similar or other appropriate
certificate, form or document.
-28-
828399.1
SECTION 35: Sale of Bonds. Pursuant to a public sale for the Bonds, the bid
submitted by PaineWebber Incorporated and associates (herein referred to as the "Purchasers ")
is declared to be the best bid received producing the lowest true interest cost to the City; such bid
is hereby accepted and incorporated herein by reference as a part of this Ordinance for all purposes
and the sale of the Bonds to said Purchasers at the price of par and accrued interest to the date of
delivery, plus a premium of $32.60, is hereby approved and confirmed. Delivery of the Bonds to
the Purchasers shall occur as soon as possible upon payment being made therefor in accordance
with the terms of sale.
SECTION 36: Official Statement. The use of the Preliminary Official Statement,
dated March 10, 2000, in the offering and sale of the Bonds is hereby ratified, confirmed and
approved in all respects, and the City Council hereby finds that the information and data contained
in said Preliminary Official Statement pertaining to the City and its financial affairs is true and correct
in all material respects and no material facts have been omitted therefrom which are necessary to
make the statements therein, in light of the circumstances under which they were made, not
misleading. The final Official Statement, which reflects the terms of sale (together with such
changes approved by the Mayor, City Secretary, City Manager or Director of Finance, one or more
of said officials), shall be and is hereby in all respects approved and the Purchasers are hereby
authorized to use and distribute said final Official Statement, dated March 28, 2000, in the
reoffering, sale and delivery of the Bonds to the public.
Section 37: Control and Custody of Bonds. The Mayor of the City shall be and is hereby
authorized to take and have charge of all necessary orders and records pending investigation by
the Attomey General of the State of Texas, including the printing and supply of definitive Bonds, and
shall take and have charge and control of the Initial Bond(s) pending the approval thereof by the
Attorney General, the registration thereof by the Comptroller of Public Accounts and the delivery
thereof to the Purchasers.'
Furthermore, the Mayor, Mayor Pro Tem, City Secretary, City Manager and Director of
Finance, any one or more of said officials, are hereby authorized and directed to furnish and
execute such documents and certifications relating to the City and the issuance of the Bonds,
including certifications as to facts, estimates, circumstances and reasonable expectations pertaining
to the use, expenditure and investment of the proceeds of the Bonds, as may be necessary for the
approval of the Attorney General, their registration by the Comptroller of Public Accounts and the
delivery of the Bonds to the Purchasers, and, togetherwith the City's financial advisor, bond counsel
and the Paying Agent/Registrar, make the necessary arrangements for the delivery of the Initial
Bond(s) to the Purchasers and the initial exchange thereof for definitive Bonds.
Section 38: Proceeds of Sale. The proceeds of sale of the Bonds, excluding the accrued
interest received from the purchasers, shall be deposited in a construction fund maintained at the
City's depository bank. Pending expenditure for authorized projects and purposes, such proceeds
of sale may be invested in authorized investments in accordance with the provisions of V.T.C.A.,
Government Code, Chapter 2256, including guaranteed investment contracts permitted by V.T.C.A.,
Section 2256.015 et seq., and the City's investment policies and guidelines and, subject to the
provisions of Section 34(h) hereof, any investment earnings realized shall be expended for such
authorized projects and purposes or deposited in the Bond Fund as shall be determined by the City
-29-
828399.1
Council. Accrued interest received from the sale of the Bonds and any excess bond proceeds,
including investment earnings, remaining after completion of all authorized projects or purposes and
paying or making provision for the payment of the amounts owed pursuant to Section 34(h) hereof,
shall be deposited to the credit of the Bond Fund.
Section 39: Legal Opinion. The obligation of the Purchasers to accept delivery of the
Bonds is subject to being furnished a final opinion of Fulbright & Jaworski L.L.P., Attorneys, Dallas,
Texas, approving such Bonds as to their validity, said opinion to be dated and delivered as of the
date of delivery and payment for such Bonds. A true and correct reproduction of said opinion is
hereby authorized to be printed on the definitive Bonds or an executed counterpart thereof shall
accompany the global Bonds deposited with the Depository Trust Company.
Section 40: CUSIP Numbers. CUSIP numbers may be printed or typed on the definitive
Bonds. It is expressly provided, however, that the presence or absence of CUSIP numbers on the
definitive Bonds shall be of no significance or effect as regards the legality thereof and neither the
City nor attorneys approving said Bonds as to legality are to be held responsible for CUSIP numbers
incorrectly printed or typed on the definitive Bonds.
Section 41: Benefits of Ordinance. Nothing in this Ordinance, expressed or implied, is
intended or shall be construed to confer upon any person other than the City, the Paying
Agent/Registrar and the Holders, any right, remedy, or claim, legal or equitable, under or by reason
of this Ordinance or any provision hereof, this Ordinance and all its provisions being intended to be
and being for the sole and exclusive benefit of the City, the Paying Agent/Registrar and the Holders.
Section 42: Inconsistent Provisions. All ordinances, orders or resolutions, or parts
thereof, which are in conflict or inconsistent with any provision of this Ordinance are hereby
repealed to the extent of such conflict and the provisions of this Ordinance shall be and remain
controlling as to the matters contained herein.
Section 43: Governing Law. This Ordinance shall be construed and enforced in
accordance with the laws of the State of Texas and the United States of America.
Section 44: Severabilitv. If any provision of this Ordinance or the application thereof to
any circumstance shall be held to be invalid, the remainder of this Ordinance and the application
thereof to other circumstances shall nevertheless be valid, and the Council hereby declares that this
Ordinance would have been enacted without such invalid provision.
Section 45: Construction of Terms. if appropriate in the context of this Ordinance, words
of the singular number shall be considered to include the plural, words of the plural number shall
be considered to include the singular, and words of the masculine, feminine or neuter gender shall
be considered to include the other genders.
-30-
828399.1
Section 46: Continuing Disclosur6 Undertaking. (a) Definitions. 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) Annual Reports. The City shall provide annually to each NRMSIR and any SID,
within six months after the end of each fiscal year (beginning with the fiscal year ending September
30, 2000) financial information and operating data with respect to the City of the general type
included in the final Official Statement approved by Section 36 of this Ordinance, being the
information described'in Exhibit B hereto. Financial statements to be provided shall be (1) prepared
in accordance with the accounting principles described in Exhibit C hereto and (2) audited, if the
City commissions an audit of such statements and the audit is completed within the period during
which they must be provided. If audited financial statements are not available at the time the
financial information and operating data must be provided, then the City shall provide unaudited
financial statements for the applicable fiscal year to each NRMSIR and any SID with the financial
information and operating data and will file the annual audit report when and if the same becomes
available.
If the City changes its fiscal year, it will notify each NRMSIR and any SID of the change (and
of the date of the new fiscal year end) prior to the next date by which the City otherwise would be
required to provide financial information and operating data pursuant to this Section.
The financial information and operating data to be provided pursuant to this Section may be
set forth in full in one or more documents or may be included by specific reference to any document
(including an official statement or other offering document, if it is available from the MSRB) that
theretofore has been provided to each NRMSIR and any SID or filed with the SEC.
-31-
828399.1
(c) Material Event Notices. The City shall 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:
and
1. Principal and interest payment delinquencies;
2. Non - payment related defaults;
3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or events affecting the tax - exempt status of the Bonds;
7. Modifications to rights of holders of the Bonds;
8. Bond calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the Bonds;
11. Rating changes.
The City shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of
any failure by the City to provide financial information or operating data in accordance with
subsection (b) of this Section by the time required by such Section.
(d) Limitations, Disclaimers, and Amendments. The City shall be obligated to observe
and perform the covenants specified in this Section while, but only while, the City remains an
"obligated person" with respect to the Bonds within the meaning of the Rule, except that the City
in any event will give the notice required by subsection (c) hereof of any Bond calls and defeasance
that cause the City to be no longer such an "obligated person."
The provisions of this Section are for the sole benefit of the Holders and beneficial owners
of the Bonds, and nothing in this Section, express or implied, shall give any benefit or any legal or
equitable right, remedy, or claim hereunder to any other person, The City undertakes to provide
only the financial information, operating data, financial statements, and notices which it has
expressly agreed to provide pursuant to this Section and does not hereby undertake to provide any
other information that may be relevant or material to a complete presentation of the City's financial
results, condition, or prospects or hereby undertake to update any information provided in
accordance with this Section or otherwise, except as expressly provided herein. The City does not
make any representation or warranty concerning such information or its usefulness to a decision
to invest in or sell Bonds at any future date.
UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE HOLDER OR
BENEFICIAL OWNER OF ANY BOND ORANY OTHER PERSON, IN CONTRACT OR TORT, FOR
DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY, WHETHER
NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS
Section, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT,
FOR OR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR
MANDAMUS OR SPECIFIC PERFORMANCE.
-32-
828399.1
No default by the City in observing or performing its obligations under this Section shall
constitute a breach of or default under this Ordinance for purposes of any other provision of this
Ordinance.
Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the duties
of the City under federal and state securities laws.
The provisions of this Section may be amended by the City from time to time to adapt to
changed circumstances resulting from a change in legal requirements, a change in law, or a change
in the identity, nature, status, or type of operations of the City, but only if (1) the provisions of this
Section, as so amended, would have permitted an underwriter to purchase or sell Bonds in the
primary offering of the Bonds in compliance with the Rule, taking into account any amendments or
interpretations of the Rule to the date of such amendment, as well as such changed circumstances,
and (2) either (a) the Holders of a majority in aggregate principal amount (or any greater amount
required by any other provision of this Ordinance that authorizes such an amendment) of the
Outstanding Bonds consent to such amendment or (b) a Person that is unaffiliated with the City
(such as nationally recognized bond counsel) determines that such amendment will not materially
impair the interests of the Holders and beneficial owners of the Bonds. The provisions of this
Section may also be amended from time to time or repealed by the City if the SEC amends or
repeals the applicable provisions of the Rule or a court of final jurisdiction determines that such
provisions are invalid, but only if and to the extent that reservation of the City's right to do so would
not prevent underwriters of the initial public offering of the Bonds from lawfully purchasing or
selling Bonds in such offering. If the City so amends the provisions of this Section, it shall
include with any amended financial information or operating data filed with each NRMSIR and SID
pursuant to subsection (b) of this Section an explanation, in narrative form, of the reasons for the
amendment and of the impact of any change in the type of financial information or operating data
so provided.
Section 47: Public Meeting. It is officially found, determined, and declared that the
meeting at which this Ordinance is adopted was open to the public end public notice of the time,
place, and subject matter of the public business to be considered at such meeting, including this
Ordinance, was given, all as required by V.T.C.A., Government Code,, Chapter 551, as amended.
-33-
828399.1
Section 48: Effective Date. This Ordinance shall be in force and effect from and after its
passage on the date shown below and it is so ordained.
PASSED AND ADOPTED, this March 28, 2000.
CITY OF EULESS, TEXAS
Mayor
ATTEST:
�Aty 'ecretary
(C;TY SEAL)
APPROVE
City Attorney
-34-
828399.1