HomeMy WebLinkAbout17-1506 06-13-2017 RESOLUTION NO. 17-1506
A RESOLUTION OF THE CITY OF EULESS, TEXAS APPROVING A
RESOLUTION AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY
OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY
WATER PROJECT) IMPROVEMENT REVENUE BONDS, AND
APPROVING AND AUTHORIZING INSTRUMENTS AND PROCEDURES
RELATING THERETO
WHEREAS, it is necessary and advisable that the City of Euless (the "City")
approve a resolution adopted by the Board of Directors of Trinity River Authority of Texas
authorizing the issuance, sale, and delivery of Trinity River Authority of Texas (Tarrant
County Water Project) Improvement Revenue Bonds, and approving and authorizing
instruments and procedures relating thereto hereinafter described.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
EULESS, TEXAS, THAT:
Section 1.
A "RESOLUTION AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF
TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
IMPROVEMENT REVENUE BONDS, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETO" (the "Bond Resolution")
which was adopted by the Board of Directors of Trinity River Authority of Texas (the
"Authority") on August 24, 2016, has been submitted to the City in the form attached
hereto (Exhibit A), and made a part hereof for all purposes. Said resolution is hereby
approved by the City as to form and substance, and the bonds (the "Bonds") described
therein may be issued by the Authority in accordance with the terms and provisions set
forth therein and herein.
Section 2.
The principal amount and maturities of the Bonds, the interest rates for the Bonds,
the purchaser of the Bonds, and other details and provisions for the Bonds, and the price
to be paid for the Bonds, shall be determined by the General Manager of the Authority in
accordance with the procedures and parameters set forth in the Bond Resolution in the
manner determined by the Board of Directors of Authority, and all such matters and
procedures are hereby approved by the City.
Section 3.
It is acknowledged and agreed by the City that the Bonds authorized pursuant to
said Bond Resolution will be issued in strict conformance and compliance with the water
supply contract dated as of January 21, 1972, executed between the Authority and the
City, and amended as of January 22, 1975, and further amended as of December 5, 1979
(the "Contract"), relating to the project as defined in said Contract and described in said
Bond Resolution, and that the City will be fully bound by the provisions of said Bond
Resolution insofar as they pertain to the City, and the City will be unconditionally obligated
to make the payments with respect to said Bonds as required by the Contract and said
Bond Resolution.
Section 4.
In accordance with the Contract, and as a prerequisite to the issuance of the
Bonds, the City finds that a case of emergency exists which requires the City to request
the Authority to issue the Bonds in order to obtain funds to acquire and construct
improvements and extensions to the Tarrant County Water Project for the benefit of the
City, and the City requests the Authority to proceed with such improvements.
Section 5.
All ordinances and resolutions of the City in conflict or inconsistent with this
Resolution are hereby repealed to the extent of such conflict or inconsistency.
SECTION 6.
This Resolution shall take effect immediately from and after its passage in
accordance with the Charter of the City of Euless, and it is accordingly so resolved.
APPROVED AND ADOPTED at a regular meeting of the Euless City Council on
June 13, 2017, by a vote of 7 ayes, 0 nays, and 0 abstentions.
APPROVED:
e(1,/
Lind ft a cti n
Mayor
ATTEST:
„..4/1/
Kim Sutter, TRMC
City Secretary
Resolution No. 17-1506, Page 2 of 29
CERTIFICATE FOR RESOLUTION NO. 17-1506 APPROVING A RESOLUTION
AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF TRINITY RIVER
AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT) IMPROVEMENT
REVENUE BONDS, AND APPROVING AND AUTHORIZING INSTRUMENTS AND
PROCEDURES RELATING THERETO
THE STATE OF TEXAS
COUNTY OF TARRANT
CITY OF EULESS
I, the undersigned City Secretary of the City of Euless, Texas, hereby certify as
follows:
1. The City Council of said City convened in REGULAR MEETING ON THE 13th
DAY OF JUNE, 2017, at the City Hall, and the roll was called of the duly constituted
officers and members of said City Council, to-wit:
Mayor: Linda Martin
Place 1: Tim Stinneford
Place 2: Jeremy Tompkins
Place 3: Eddie Price, Mayor Pro Tem
Place 4: Linda Eilenfeldt
Place 5: Harry Zimmer
Place 6: Perry Bynum
and all of said persons were present, except the following absentees:
, thus constituting a quorum. Whereupon, among other
business, the following was transacted at said Meeting: a written
RESOLUTION NO. 17-1506 APPROVING A RESOLUTION AUTHORIZING THE
ISSUANCE, SALE, AND DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS
(TARRANT COUNTY WATER PROJECT) IMPROVEMENT REVENUE BONDS, AND
APPROVING AND AUTHORIZING INSTRUMENTS AND PROCEDURES RELATING
THERETO
was duly introduced for the consideration of said City Council and duly read. It was then
duly moved and seconded that said Resolution be adopted; and, after due discussion,
said motion, carrying with it the adoption of said Resolution, prevailed and carried with all
members present voting "AYE" except the following:
NAY: 0 ABSTAIN: 0
Resolution No. 17-1506, Page 3 of 29
2. That a true, full, and correct copy of the aforesaid Resolution adopted at the
Meeting described in the above and foregoing paragraph is attached to and follows this
Certificate; that said Resolution has been duly recorded in said City Council's minutes of
said Meeting; that the above and foregoing paragraph is a true, full, and correct excerpt
from said City Council's minutes of said Meeting pertaining to the adoption of said
Resolution; that the persons named in the above and foregoing paragraph are the duly
chosen, qualified, and acting officers and members of said City Council as indicated
therein; and that each of the officers and members of said City Council was duly and
sufficiently notified officially and personally, in advance, of the time, place, and purpose
of the aforesaid Meeting, and that said Resolution would be introduced and considered
for adoption at said Meeting; and that said Meeting was open to the public, and public
notice of the time, place, and purpose of said Meeting was given, all as required by
Chapter 551, Texas Government Code.
SIGNED AND SEALED the 13 day of June , 2017.
Kim tter, TRM , City Secretary
(CITY SEAL)
Resolution No. 17-1506, Page 4 of 29
EXHIBIT A
EXECUTED ITEM B
OF AUGUST 2016
BOARD MEETING
Resolution No. R-1465
CERTIFICATE FOR RESOLUTION NO. R-1465 AUTHORIZING THE ISSUANCE, SALE, AND
DELIVERY OF TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER
PROJECT) IMPROVEMENT REVENUE BONDS, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETOTHE STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS
I, the undersigned, Secretary of the Board of Directors of Trinity River Authority of Texas, being
the official keeper of the minutes and records of said Authority, hereby certify as follows:
1. The Board of Directors of said Authority convened in regular meeting on August 24,2016,at
the designated meeting place,and the roll was called of the duly constituted officers and members of said
Board,to-wit:
David B. Leonard, President Valerie E. Ertz, Director
Christina M Crain,Vice President Tommy G. Fordyce, Director
Howard S. Slobodin, Secretary Ronald J. Goldman, Director
Kim C. Wyatt, Director Martha A. Hernandez, Director
Shirley K. Seale, Director John W.Jenkins, Director
Kevin Maxwell, Director Dennis "Joe"McCleskey, Director
Jess A. Laird, Director James W. Neale,Director
Harold L. Barnard, Director Manny Rachal, Director
Henry Borbolla III, Director Amir A. Rupani, Director
William W. Collins,Jr., Director Ana Laura Saucedo, Director
Vacancy Dudley K. Skyrme, Director
Steve Cronin, Director C. Dwayne Somerville,Director
Amanda B. Davis, Director J.Carol Spillars, Director
and, at the time of adoption of the resolution hereinafter described, all of said persons were present and
voted, except the following absentees:6 , i 'P, ; r St", *' . Whereupon, a quorum being
present,the following was transacted at said Meeting: a written
RESOLUTION NO. R-1465 AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF
TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
IMPROVEMENT REVENUE BONDS, AND APPROVING AND AUTHORIZING INSTRUMENTS
AND PROCEDURES RELATING THERETO
was duly introduced for the consideration of said Board. It was then duly moved and seconded that said
Resolution be adopted; and, after due discussion, said motion, carrying with it the adoption of said
resolution, prevailed and carried with all members present voting"AYE" except the following:
NAY: U ABSTAIN: d
Resolution No. 17-1506, Page 6 of 29
... -
2. That a true, full,and correct copy of the aforesaid Resolution adopted at the Meeting described
in the above and foregoing paragraph is attached to and follows this Certificate; that said Resolution has
been duly recorded in said Board's minutes of said Meeting; that the above and foregoing paragraph is a
true,full, and correct excerpt from said Board's minutes of said Meeting pertaining to the adoption of said
Resolution; that the persons named in the above and foregoing paragraph are the duly chosen, qualified,
and acting officers and members of said Board as indicated therein; and that each of the officers and
members of said Board was duly and sufficiently notified officially and personally, in advance, of the
time, place, and purpose of the aforesaid Meeting, and that said Resolution would be introduced and
considered for adoption at said Meeting; and that said Meeting was open to the public, and public notice
of the time, place, and purpose of said Meeting was given, all as required by Chapter 551, Texas
Government Code.
".
SIG i) A p, II' : a.' L 0! ON AUGUST 24, 2016.
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Ho : d S. Slobodin
Secretary, Board of Directors,
Trinity River Authority of Texas
(AUTHORITY SEAL)
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Certificate for Resolution No. R-1465 Authorizing the Issuance,Sale,and Delivery of Trinity River Authority
i of Texas (Tarrant County Water Project) Improvement Revenue Bonds,and Approving and Authorizing
Instruments and Procedures Relating Thereto
Resolution No. 17-1506, Page 7 of 29
RESOLUTION NO. R-1465
RESOLUTION AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF TRINITY
RIVER AUTHORITY OF TEXAS (TARRANT COUNTY WATER PROJECT)
IMPROVEMENT REVENUE BONDS, AND APPROVING AND AUTHORIZING
INSTRUMENTS AND PROCEDURES RELATING THERETO
THE STATE OF TEXAS
TRINITY RIVER AUTHORITY OF TEXAS
WHEREAS, water supply contracts, each dated as of January 21, 1972, and amended as
of January 22, 1975, and as of December 5, 1979 (with respect to the City of Euless) and
December 11, 1979 (with respect to the City of Bedford), have been duly executed between the
Trinity River Authority of Texas (the "Issuer" or the "Authority") and the Cities of Bedford and
Euless, Texas, respectively, and water supply contracts, each dated as of April 25, 1979, and
amended as of December 5, 1979, and as of April 23, 1980, have been duly executed between
the Authority and the Cities of Colleyville, Grapevine, and North Richland Hills, Texas, with all
of the above named cities being hereinafter collectively called and defined as the "Cities", and
with all of the above contracts, as amended, being hereinafter collectively called and defined as
the "Contracts"; and
WHEREAS, the Contracts are hereby referred to and adopted by reference for all
purposes, with the same effect as if they had been set forth in their entirety in this Resolution;
and
WHEREAS, the Contracts relate to the financing of the acquisition and construction of
the Project, as defined therein, being water supply facilities to serve the Cities and others, as
described in the engineering report entitled "Report on Proposed Bedford-Euless Water System
to Trinity River Authority of Texas", dated July 1, 1971, and as such report has been amended
and supplemented to provide expanded service (the "Engineering Report"), including the
supplement thereto entitled "Trinity River Authority of Texas Tarrant County Water Project
Master Plan Modification to serve Bedford, Euless, Colleyville, Grapevine, and North Richland
Hills", dated October, 1976, prepared by Knowlton-English-Flowers, Inc. (the "Consulting
Engineers"), and including all additional amendments and supplements thereto made thereafter;
and
WHEREAS, pursuant to the Contracts and appropriate bond resolutions, the Issuer issued
and has outstanding the following series of bonds:
Trinity River Authority of Texas (Tarrant County Water Project) Improvement
Revenue Bonds, Series 2008 (the "Series 2008 Bonds"); and
Trinity River Authority of Texas (Tarrant County Water Project) Improvement
Revenue Bonds, Series 2013 (the "Series 2013 Bonds"); and
1
Resolution No. 17-1506, Page 8 of 29
•
Trinity River Authority of Texas (Tarrant County Water Project) Revenue
Refunding Bonds, Series 2015 (the "Series 2015 Bonds")
Trinity River Authority of Texas (Tarrant County Water Project) Refunding
Revenue Bonds, Series 2016 (the "Series 2016 Bonds")
WI-IEREAS, the Series 2008 Bonds, the Series 2013 Bonds, the Series 2015 Bonds and
the Series 2016 Bonds are collectively referred to herein as the "Outstanding Bonds"; and
WHEREAS, the Outstanding Bonds and any bonds issued on a parity therewith are
secured by a first lien on and pledge of the Net Revenues under the Contracts and certain other
revenues; and
WHEREAS, the Issuer has determined to issue the bonds (the "Bonds") hereinafter
authorized to obtain funds to acquire and construct improvements and extensions to the Tarrant
County Water Project; and
WHEREAS, the Bonds shall be issued and delivered pursuant to Chapter 518, Acts of the
54th Legislature of the State of Texas, Regular Session, 1955, as amended (the "Act" creating the
Authority), Chapter 1371, Texas Government Code, as amended, and other applicable laws.
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF TRINITY
RIVER AUTHORITY OF TEXAS THAT.
Section L RECITALS, AMOUNT AND PURPOSE OF THE BONDS; DEFINITIONS,
(a) The Board of Directors hereby incorporates the recitals set forth in the preamble
hereto as if set forth in full at this place and further finds and determines that said recitals are true
and correct. In order to obtain funds to pay for the acquisition and construction of
improvements, betterments, extensions and replacements of the Trinity River Authority of Texas
Tarrant County Water Project, the Board of Directors hereby authorizes and directs the issuance
of revenue bonds of the Issuer, in one or more series, in the aggregate principal amount of not to
exceed $30,060,000.
(b) Definitions. In each place throughout this Resolution wherein the following terms, or
any of them, are used, the same, unless the text shall indicate another or different meaning or
intent, shall be construed and are intended to have meanings as follows:
(1) "Act" and "Authority Act" mean Chapter 518, Acts of the Fifty-Fourth
Legislature of the State of Texas, Regular Session, 1955, as amended.
(2) "Additional Bonds" means the additional parity revenue bonds as defined
and permitted in Sections 36 and 37 of this Resolution.
2
Resolution No. 17-1506, Page 9 of 29
(3) "Authority" and "Issuer" mean Trinity River Authority of Texas and any
other public body or agency at any time succeeding to the property and principal rights,
power and obligations of said Authority.
(4) "Board' mean the Board of Directors of the Authority.
(5) "Bonds" means collectively the Bonds as described and defined herein,
and all substitute bonds exchanged therefor, as well as all other substitute and
replacement bonds, issued as provided in this Resolution.
(6) "Certified Public Accountant" means any certified public accountant,
licensed public accountant or firm of such public accountants of suitable experience and
qualifications not regularly in the employ of the Authority, selected by the Authority.
(7) "Cities" means the Cities of Bedford, Euless, Colleyville, Grapevine, and
North Richland Hills, Texas.
(8) "Code" means the United States Internal Revenue Code and any
regulations or rulings promulgated by the U.S. Department of the Treasury pursuant
thereto.
(9) "Contracts" means the contracts between the Authority and the Cities as
described and defined in the preamble to this Resolution,
(10) "Credit Facility" shall mean a policy of municipal bond insurance, a
surety bond or a letter or line of credit, or any other agreement, commitment or contract
authorized by the Authority as a Credit Facility issued by a Credit Facility Provider in
support of any Parity Bonds.
(11) "Credit Facility Provider" shall mean (i) with respect to any Credit
Facility consisting of a policy of municipal bond insurance or a surety bond, an issuer of
policies of insurance insuring the timely payment of debt service on governmental
obligations such as the Parity Bonds, provided that a Rating Agency having an
outstanding rating on the Parity Bonds would rate the Parity Bonds fully insured by a
standard policy issued by the issuer in its highest generic rating category for such
obligations; and (ii) with respect to any other Credit Facility, any financial institution,
provided that a Rating Agency having an outstanding rating on the Parity Bonds would
rate the Parity Bonds in its two highest generic rating categories for such obligations if
the Credit Facility proposed to be issued by such financial institution secured the timely
payment of the entire principal amount of the series of Parity Bonds and the interest
thereon.
(12) "Depository" means the bank or banks which the Authority selects
(whether one or more), in accordance with law, as its depository.
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Resolution No. 17-1506, Page 10 of 29
•
(13) "Eligible Investments" shall mean those investments in which the
Authority is authorized by law, including, but not limited to, the Public Funds Investment
Act of 1987 (Chapter 2256, Texas Government Code), as amended, to purchase, sell and
invest its funds and funds under its control; and provided further that Eligible
Investments shall specifically include, with respect to the investment of proceeds of any
Parity Bonds, guaranteed investment contracts fully collateralized by Government
Obligations.
(14) "Engineering Report" means the Report dated July 1, 1971, and the
supplements thereto with respect to the Authority's Tarrant County Water Project, all as
described and defined in the preamble to this Resolution, as such Engineering Report
may be further amended or supplemented prior to the execution of construction contracts
and changed by change orders entered after construction contracts have been executed, or
as such report may be amended or supplemented to provide expanded service in the
future.
(15) "Fiscal Year" means the twelve month period beginning December 1 of
each year, or such other twelve month period as may in the future be designated as the
Fiscal Year of Authority.
(16) "Government Obligations" shall mean direct obligations of the United
States of America, including obligations the principal of and interest on which are
unconditionally guaranteed by the United States of America.
(17) "Independent Consulting Engineer" means the Engineer or engineering
firm or corporation at the time employed by the Authority under the provisions of Section
31 of this Resolution.
(18) "Net Revenues" means all of the gross revenues or payments received by
the Authority (i) from the Cities under the Contracts and (ii) from the parties, if any, with
whom the Authority may contract in the future for supplying treated water from the
System, after deducting therefrom the amounts paid to the Authority for the purpose of
paying Operation and Maintenance Expenses, with the result that the Net Revenues shall
consist of the amounts necessary to pay all principal and/or interest coming due on the
Parity Bonds on each principal and/or interest payment date, and any amounts payable as
descried in Section 15.
(19) "Operation and Maintenance Expenses" means all costs of operation and
maintenance of the System including, but not limited to, repairs and replacements for
which no special fund is created in any bond resolution, the cost of utilities, supervision,
engineering, accounting, auditing, legal services, and any other supplies, services,
administrative costs and equipment necessary for proper operation and maintenance of
the System, and payments made by Authority in satisfaction of judgments resulting from
claims not covered by Authority's insurance or not paid by one of the Cities arising in
connection with the operation and maintenance of the System. The term also includes the
4
Resolution No. 17-1506, Page 11 of 29
fees of the bank or banks where the Parity Bonds are payable. Depreciation shall not be
considered an item of Operation and Maintenance Expense.
(20) "Outstanding Bonds" shall have the meaning set forth in the preamble.
(21) "Parity Bonds" means collectively the Outstanding Bonds, the Bonds and
bonds hereafter issued on a parity therewith.
(22) "Paying Agents" means collectively the banks where the principal of and
interest on the Parity Bonds are payable.
(23) "Pricing Certificate" means a certificate of the General Manager or the
Chief Financial Officer setting forth the terms of sale of the Bonds including the method
of sale, principal amount, maturity dates, interest payment dates, dated date, interest rates,
yields, redemption provisions and other matters related to the sale of the Bonds.
(24) "Rating Agency" shall mean any nationally recognized securities rating
agency which has assigned a rating to the Parity Bonds.
(25) "Required Amount" shall mean the amount so designated in Section 10 of
this Resolution.
(26) "Reserve Fund" shall mean the Fund so designated in Section 10 of this
Resolution.
(27) "Reserve Fund Obligations" shall mean cash, Eligible Investments, any
Credit Facility, or any combination of the foregoing.
(28) "Resolution" means this Resolution authorizing the Bonds.
(29) "System" means all of Authority's facilities constructed pursuant to the
Engineering Report, as supplemented or amended.
Section 2. DESIGNATION, DATE, DENOMINATIONS, NUMBERS, MATURITIES
AND SALE OF BONDS.
(a) Each Bond issued pursuant to this Resolution shall, subject to paragraph (b) of this
section, be designated: "TRINITY RIVER AUTHORITY OF TEXAS (TARRANT COUNTY
WATER PROJECT) IMPROVEMENT REVENUE BOND, SERIES 2016." Except as specified
in the Pricing Certificate, initially there shall be issued, sold and delivered hereunder fully
registered Bonds, without interest coupons, dated the Dated Date, in denomination of any
integral $5,000 in principal amount, with the Bonds being numbered consecutively R-1 upward,
except that the initial Bond shall be numbered T-1 and be in the aggregate principal amount of
the Bonds, with Bonds issued in replacement thereof being in the respective Principal Amounts
and Maturity Amounts as specified in the Pricing Certificate, payable to the respective
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Resolution No. 17-1506, Page 12 of 29
Registered Owner thereof(with the initial Bonds being made payable to the Purchaser), or to the
registered assignee or assignees of said Bonds.
(b) As authorized by Chapter 1371, Texas Government Code, as amended, the General
Manager and/or the Chief Financial Officer of the Issuer is hereby designated as the "Authorized
Officer" of the Issuer, and is hereby authorized, appointed, and designated as the officer or
employee of the Issuer authorized to act on behalf of the Issuer in the selling and delivering of
the Bonds and carrying out the other procedures specified in this Resolution, including the use of
a book-entry-only system with respect to the Bonds and the execution of an appropriate letter of
representations if deemed appropriate, the determining and fixing of the date of the Bonds, any
additional or different designation or title by which the Bonds shall be known, the price at which
the Bonds will be sold, the aggregate principal amount of the Bonds and the amount of each
maturity of principal thereof; the due date of each such maturity (not exceeding forty years from
the date of the Bonds), the rate of interest to be borne by each such maturity, the interest payment
dates and periods, the dates, price and terms upon and at which the Bonds shall be subject to
redemption prior to due date or maturity at the option of the Issuer, any mandatory sinking fund
redemption provisions, procuring municipal bond insurance, including the execution of any
commitment agreements, membership agreements in mutual insurance companies, and other
similar agreements, and approving modifications to this Resolution and executing such
instruments, documents and agreements as may be necessary with respect thereto, if it is
determined that such insurance would be financially desirable and advantageous, and all other
matters relating to the issuance, sale and delivery of the Bonds, The Authorized Officer, acting
for and on behalf of the Issuer, is authorized to arrange for the Bonds to be sold at a private
placement, negotiated or competitive sale, at such price, in the aggregate principal amount not
exceeding the maximum amount set forth in Section 1 hereof; with such maturities of principal,
with such interest rates, and with such optional and mandatory sinking fund redemption
provisions, if any, and other matters, as shall be set forth in a certification by the Authorized
Officer. The Bonds shall not be sold at a price less than 95% of the initial aggregate principal
amount thereof plus accrued interest thereon from their date to their delivery, and no Bond shall
bear interest at a rate greater than 10% per annum, The Authorized Officer shall determine if the
provisions of Rule 15c2-12 of the United States Securities and Exchange Commission relating to
continuing disclosure of information shall be required to be complied with and, if required, what
disclosure will be required to be complied with by the Issuer. It is further provided, however,
that, notwithstanding the foregoing provisions, the Bonds shall not be delivered unless, prior to
their delivery, the Bonds have been rated by a nationally recognized rating agency for municipal
long term obligations, as required by said Chapter 1371, Texas Government Code, as amended.
(c) If the Authorized Officer determines that the Bonds should be sold by private
placement, the Authorized Officer shall select the purchaser which, after due consideration and
investigation, is willing to buy the Bonds on the most advantageous terms to the Issuer as
determined by the Authorized Officer.
(d) If the Authorized Officer determines that the Bonds should be sold by a negotiated
sale, the Authorized Officer shall designate the senior managing underwriter for the Bonds and
such additional investment banking firms as deemed appropriate to assure that the Bonds are sold
on the most advantageous terms to the Issuer. The Authorized Officer, acting for and on behalf
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Resolution No. 17-1506, Page 13 of 29
of the Issuer, is authorized to enter into and carry out the terms of a bond purchase contract for
the Bonds to be sold by negotiated sale, with the underwriter(s) thereof at such price, with and
subject to such terms as determined by the Authorized Officer subject to the parameters set forth
in this Resolution. Any such bond purchase contract shall be substantially in a form and
substance previously approved by the Board in connection with the authorization of bonds by the
Issuer with such changes as are acceptable to the Authorized Officer. The Authorized Officer
shall cause to be prepared an official statement in such manner as the Authorized Officer deems
appropriate.
(e) If the Authorized Officer determines that the Bonds should be sold at a competitive
sale, the Authorized Officer shall cause to be prepared a notice of sale and official statement in
such manner as the Authorized Officer deems appropriate, to make the notice of sale and official
statement available to those institutions and firms wishing to submit a bid for the Bonds, to
receive such bids, and to award the sale of the Bonds to the bidder submitting the best bid in
accordance with the provisions of the notice of sale.
(0 Sale Parameters, In establishing the aggregate principal amount of the Bonds, the
Authorized Officer shall establish an amount within the amount authorized in Section 1 hereof,
which amount shall be sufficient to provide for (i) the funding of the Reserve Fund, if any, as
hereinafter required or permitted, as deemed appropriate, (ii) the payment of the costs of issuance
of the Bonds and (iii) the funding of the costs of acquisition and construction of improvements,
betterments, extensions and replacements of the Trinity River Authority of Texas Tarrant. County
Water Project (with a maximum principal amount of Bonds of$30,030,000).
Section 3. CHARACTERISTICS OF THE BONDS.
(a) Registration, Transfer, Conversion and Exchange; Authentication. The Issuer shall
keep or cause to be kept at the principal corporate trust office of The Bank of New York Mellon
Trust Company, National Association, Dallas, Texas, or other entity designated in the Pricing
Certificate (the "Paying Agent/Registrar") books or records for the registration of the transfer,
conversion and exchange of the Bonds (the "Registration Books"), and the Issuer hereby appoints
the Paying Agent/Registrar as its registrar and transfer agent to keep such books or records and
make such registrations of transfers, conversions and exchanges under such reasonable
regulations as the Issuer and Paying Agent/Registrar may prescribe; and the Paying
Agent/Registrar shall make such registrations, transfers, conversions and exchanges as herein
provided. The Paying Agent/Registrar shall obtain and record in the Registration Books the
address of the registered owner of each Bond to which payments with respect to the Bonds shall
be mailed, as herein provided; but it shall be the duty of each registered owner to notify the
Paying Agent/Registrar in writing of the address to which payments shall be mailed, and such
interest payments shall not be mailed unless such notice has been given. The Issuer shall have
the right to inspect the Registration Books during regular business hours of the Paying
Agent/Registrar, but otherwise the Paying Agent/Registrar shall keep the Registration Books
confidential and, unless otherwise required by law, shall not permit their inspection by any other
entity. The Issuer shall pay the Paying Agent/Registrar's standard or customary fees and charges
for making such registration, transfer, conversion, exchange and delivery of a substitute Bond or
Bonds. Registration of assignments, transfers, conversions and exchanges of Bonds shall be
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Resolution No. 17-1506, Page 14 of 29
made in the manner provided and with the effect stated in the FORM OF BOND set forth in this
Resolution. Each substitute Bond shall bear a letter and/or number to distinguish it from each
other Bond.
Except as provided in Section 3(c) hereof, an authorized representative of the Paying
Agent/Registrar shall, before the delivery of any such Bond, date and manually sign said Bond,
and no such Bond shall be deemed to be issued or outstanding unless such Bond is so executed.
The Paying Agent/Registrar promptly shall cancel all paid Bonds and Bonds surrendered for
conversion and exchange. No additional ordinances, orders, or resolutions need be passed or
adopted by the governing body of the Issuer or any other body or person so as to accomplish the
foregoing conversion and exchange of any Bond or portion thereof, and the Paying
Agent/Registrar shall provide for the printing, execution, and delivery of the substitute Bonds in
the manner prescribed herein, and said Bonds shall be of type composition printed on paper with
lithographed or steel engraved borders of customary weight and strength. Pursuant to
Subchapter D, Chapter 1201, Texas Government Code, the duty of conversion and exchange of
Bonds as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the execution
of said Certificate, the converted and exchanged Bond shall be valid, incontestable, and
enforceable in the same manner and with the same effect as the Bonds which initially were
issued and delivered pursuant to this Resolution, approved by the Attorney General, and
registered by the Comptroller of Public Accounts.
(b) Payment of Bonds and Interest. The Issuer hereby further appoints the Paying
Agent/Registrar to act as the paying agent for paying the principal of and interest on the Bonds,
all as provided in this Resolution. The Paying Agent/Registrar shall keep proper records of all
payments made by the Issuer and the Paying Agent/Registrar with respect to the Bonds, and of
all conversions and exchanges of Bonds, and all replacements of Bonds, as provided in this
Resolution. However, in the event of a nonpayment of interest on a scheduled payment date, and
for thirty (30) days thereafter, a new record date for such interest payment (a "Special Record
Date") will be established by the Paying Agent/Registrar, if and when funds for the payment of
such interest have been received from the Issuer. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (which shall be 15 days after the Special Record
Date) shall be sent at least five (5) business days prior to the Special Record Date by United
States mail, first-class postage prepaid, to the address of each registered owner appearing on the
Registration Books at the close of business on the last business day next preceding the date of
mailing of such notice.
(c) In General. The Bonds (i) shall be issued in fully registered form, without interest
coupons, with the principal of and interest on such Bonds to be payable only to the registered
owners thereof, (ii) may or shall be redeemed prior to their scheduled maturities (notice of which
shall be given to the Paying Agent/Registrar by the Issuer at least 50 days prior to any such
redemption date), (iii) transferred and assigned, (iv) may be converted and exchanged for other
Bonds, (v) shall have the characteristics, (vi) shall be signed, sealed, executed and authenticated,
(vii) the principal of and interest on the Bonds shall be payable, and (viii) shall be administered
and the Paying Agent/Registrar and the Issuer shall have certain duties and responsibilities with
respect to the Bonds, all as provided, and in the manner and to the effect as required or indicated,
in the FORM OF BOND set forth in this Resolution. The Bonds initially issued and delivered
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Resolution No. 17-1506, Page 15 of 29
pursuant to this Resolution are not required to be, and shall not be, authenticated by the Paying
Agent/Registrar, but on each substitute Bond issued in conversion of and exchange for any Bond
or Bonds issued under this Resolution the Paying Agent/Registrar shall execute the PAYING
AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE, in the form set forth in the
FORM OF BOND.
(d) Substitute Paying Agent/Registrar, The Issuer covenants with the registered owners
of the Bonds that at all times while the Bonds are outstanding the Issuer will provide a competent
and legally qualified bank, trust company, financial institution, or other agency to act as and
perform the services of Paying Agent/Registrar for the Bonds under this Resolution, and that the
Paying Agent/Registrar will be one entity. The Issuer reserves the right to, and may, at its
option, change the Paying Agent/Registrar upon not less than 120 days written notice to the
Paying Agent/Registrar, to be effective not later than 60 days prior to the next principal or
interest payment date after such notice. In the event that the entity at any time acting as Paying
Agent/Registrar (or its successor by merger, acquisition, or other method) should resign or
otherwise cease to act as such, the Issuer covenants that promptly it will appoint a competent and
legally qualified bank, trust company, financial institution, or other agency to act as Paying
Agent/Registrar under this Resolution. Upon any change in the Paying Agent/Registrar, the
previous Paying Agent/Registrar promptly shall transfer and deliver the Registration Books (or a
copy thereof), along with all other pertinent books and records relating to the Bonds, to the new
Paying Agent/Registrar designated and appointed by the Issuer. Upon any change in the Paying
Agent/Registrar, the Issuer promptly will cause a written notice thereof to be sent by the new
Paying Agent/Registrar to each registered owner of the Bonds, by United States mail, first-class
postage prepaid, which notice also shall give the address of the new Paying Agent/Registrar. By
accepting the position and performing as such, each Paying Agent/Registrar shall be deemed to
have agreed to the provisions of this Resolution, and a certified copy of this Resolution shall be
delivered to each Paying Agent/Registrar.
(e) Notice of Redemption.
(i) In addition to the notice of redemption set forth in the FORM OF BOND, the
Paying Agent/Registrar shall give notice of redemption of the Bonds by first class mail,
postage prepaid at least thirty (30) days prior to a redemption date to each registered
securities depository and to any national information service that disseminates
redemption notices. In addition, in the event of a redemption caused by an advance
refunding of the Bonds, the Paying Agent/Registrar shall send a second notice of
redemption to the persons specified in the immediately preceding sentence at least thirty
(30) days but not more than ninety (90) days prior to the actual redemption date. Any
notice sent to the registered securities depositories or such national information services
shall be sent so that they are received at least two (2) days prior to the general mailing or
publication date of such notice. The Paying Agent/Registrar shall also send a notice of
prepayment or redemption to the Registered Owner of any Bond who has not sent the
Bonds in for redemption sixty (60) days after the redemption date.
(ii) Each notice of redemption given by the Paying Agent/Registrar, whether
required in the FORM OF BOND or in this Section, shall contain a description of the
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Resolution No. 17-1506, Page 16 of 29
Bonds to be redeemed including the complete name of the Bonds, the Series, the date of
issue, the interest rate, the maturity date, the CUSIP number, the certificate numbers, the
amounts called of each certificate, the publications and mailing date for the notice, the
date of redemption, the redemption price, the name of the Paying Agent/Registrar and the
address at which the Bonds may be redeemed, including a contact person and telephone
number.
(iii) All redemption payments made by the Paying Agent/Registrar to the
Registered Owners shall include a CUSIP number relating to each amount paid to such
Registered Owner.
Section 4, BOOK-ENTRY ONLY SYSTEM.
(a) The Bonds issued in exchange for the Bonds initially issued to the purchaser specified
herein shall be initially issued in the form of a separate single fully registered Bond for each of
the maturities thereof. Upon initial issuance, the ownership of each such Bond shall be
registered in the name of Cede & Co., as nominee of The Depository Trust Company of New
York("DTC"), and except as provided in subsection (f) hereof, all of the outstanding Bonds shall
be registered in the name of Cede& Co., as nominee of DTC.
(b) With respect to Bonds registered in the name of Cede & Co., as nominee of DTC, the
Issuer and the Paying Agent/Registrar shall have no responsibility or obligation to any securities
brokers and dealers, banks, trust companies, clearing corporations and certain other organizations
on whose behalf DTC was created ("DTC Participant") to hold securities to facilitate the
clearance and settlement of securities transactions among DTC Participants or to any person on
behalf of whom such a DTC Participant holds an interest in the Bonds. Without limiting the
immediately preceding sentence, the Issuer and the Paying Agent/Registrar shall have no
responsibility or obligation with respect to (i) the accuracy of the records of DTC, Cede & Co or
any DTC Participant with respect to any ownership interest in the Bonds, (ii) the delivery to any
DTC Participant or any other person, other than a registered owner of Bonds, as shown on the
Registration Books, of any notice with respect to the Bonds, or (iii) the payment to any DTC
Participant or any other person, other than a registered owner of Bonds, as shown in the
Registration Books of any amount with respect to principal of or interest on the Bonds.
Notwithstanding any other provision of this Resolution to the contrary, the Issuer and the Paying
Agent/Registrar shall be entitled to treat and consider the person in whose name each Bond is
registered in the Registration Books as the absolute owner of such Bond for the purpose of
payment of principal and interest with respect to such Bond, for the purpose of registering
transfers with respect to such Bond, and for all other purposes whatsoever. The Paying
Agent/Registrar shall pay all principal of and interest on the Bonds only to or upon the order of
the registered owners, as shown in the Registration Books as provided in this Resolution, or their
respective attorneys duly authorized in writing, and all such payments shall be valid and
effective to fully satisfy and discharge the Issuer's obligations with respect to payment of
principal of and interest on the Bonds to the extent of the sum or sums so paid. No person other
than a registered owner, as shown in the Registration Books, shall receive a Bond certificate
evidencing the obligation of the Issuer to make payments of principal and interest pursuant to
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Resolution No. 17-1506, Page 17 of 29
this Resolution. Upon delivery by DTC to the Paying Agent/Registrar of written notice to the
effect that DTC has determined to substitute a new nominee in place of Cede & Co., and subject
to the provisions in this Resolution with respect to interest checks being mailed to the registered
owner at the close of business on the Record date, the words "Cede & Co." in this Resolution
shall refer to such new nominee of DTC.
(c) Successor Securities Depository: Transfers Outside Book-Entry Only System. In the
event that the Issuer determines that DTC is incapable of discharging its responsibilities
described herein and in the representation letter of the Issuer to DTC or that it is in the best
interest of the beneficial owners of the Bonds that they be able to obtain certificated Bonds, the
Issuer shall (i) appoint a successor securities depository, qualified to act as such under Section
l7A of the Securities and Exchange Act of 1934, as amended, notify DTC and DTC Participants
of the appointment of such successor securities depository and transfer one or more separate
Bonds to such successor securities depository or (ii) notify DTC and DTC Participants of the
availability through DTC of Bonds and transfer one or more separate Bonds to DTC Participants
having Bonds credited to their DTC accounts. In such event, the Bonds shall no longer be
restricted to being registered in the Registration Books in the name of Cede & Co., as nominee of
DTC, but may be registered in the name of the successor securities depository, or its nominee, or
in whatever name or names registered owners transferring or exchanging Bonds shall designate,
in accordance with the provisions of this Resolution.
(d) Payments to Cede & Co. Notwithstanding any other provision of this Resolution to
the contrary, so long as any Bond is registered in the name of Cede & Co., as nominee of DTC,
all payments with respect to principal of and interest on such Bond and all notices with respect to
such Bond shall be made and given, respectively, in the manner provided in the representation
letter of the Issuer to DTC.
Section 5. FORM OF BONDS. The form of the Bonds, including the form of Paying
Agent/Registrar's Authentication Certificate, the form of Assignment and the form of
Registration Certificate of the Comptroller of Public Accounts of the State of Texas to be
attached to the Bonds initially issued and delivered pursuant to this Resolution, shall be,
substantially in the form provided in Exhibit A, with such appropriate variations, omissions, or
insertions as are permitted or required by this Resolution. The Form of Bond as it appears in
Exhibit A shall be completed, amended and modified by Bond Counsel to incorporate the
information set forth in the Pricing Certificate but it is not required for the Form of Bond to
reproduced as an exhibit to the Pricing Certificate.
Section 6. BONDS AND SECURITY THEREFOR. The Parity Bonds are and shall be
secured by and payable from a first lien on and pledge of the Net Revenues, as hereinafter
defined, and the funds and accounts hereinafter confirmed or created in this Resolution; and the
Net Revenues are further pledged to the establishment and maintenance of said funds and
accounts as hereinafter provided. The Parity Bonds are and will be secured by and payable only
from the Net Revenues, and are not secured by or payable from a mortgage or deed of trust on
any properties, whether real, personal, or mixed, constituting the System.
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Resolution No. 17-1506, Page 18 of 29
Section 7. REVENUE FUND. All revenues of the System received by the Authority,
including the net proceeds to the Authority of the Contracts with the Cities shall be collected and
paid over promptly upon collection to the Depository and the Authority hereby covenants and
agrees so to do. Such revenues shall be held by the Depository in a special fund known as the
"Trinity River Authority of Texas (Tarrant County Water Project) Revenue Bonds Revenue
Fund' (hereinafter called the "Revenue Fund"), and shall be disbursed or applied for the purpose
of paying Operation and Maintenance Expenses of the System, and for the making of transfers
hereinafter required and in the order listed.
Section 8, OPERATION AND MAINTENANCE EXPENSES.
(a) The term "Operation and Maintenance Expenses" shall mean all costs of operation
and maintenance of the System including, but not limited to, repairs and replacements for which
no special fund is created in any bond resolution, the cost of utilities, supervision, engineering,
accounting, auditing, legal services, and any other supplies, services, administrative costs and
equipment necessary for proper operation and maintenance of the System, and payments made
by Authority in satisfaction of judgments resulting from claims not covered by Authority's
insurance or not paid by one of the Cities arising in connection with the operation and
maintenance of the System. The term also includes the fees of the bank or banks where the
Parity Bonds are payable. Depreciation shall not be considered an item of Operation and
Maintenance Expense.
(b) Except for other transfers herein required, the moneys in the Revenue Fund shall be
subject to withdrawal by the Authority for the payment of Operation and Maintenance Expenses
only upon checks and vouchers or other method of transfer, stating the purpose of the payment
(which shall be in accordance with the current Annual Budget of the Authority) signed by the
President of the Authority or by its Treasurer, or signed by such officers or employees of the
Authority as may from time to time be designated by resolution of the Board. At the end of each
Authority Fiscal Year any surplus funds remaining in the Revenue Fund shall be transferred to
the Interest and Sinking Fund.
Section 9. INTEREST AND SINKNG FUND.
(a) For the sole purpose of paying the principal of and interest on the Parity Bonds, and
any Additional Bonds, as the same come due, there has been created and established, and there
shall be maintained at a Depository, a separate fund entitled the "'Trinity River Authority of Texas
(Tarrant County Water Project) Revenue Bonds Interest and Sinking Fund" (hereinafter called
the "Interest and Sinking Fund').
(b) The Issuer shall, immediately after the delivery of the Bonds, deposit into the Interest
and Sinking Fund, from the proceeds of sale of the Bonds, all accrued interest received upon sale
of the Bonds, plus an amount sufficient to pay the interest coming due on the Bonds during
construction, as required and determined by the Authorized Officer, if any. Said deposit shall be
held and applied solely to pay interest on the Bonds as it becomes due and payable.
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Resolution No. 17-1506, Page 19 of 29
(c) It shall be the duty of the Authority to transfer from Net Revenues in the Revenue
Fund to the credit of the Interest and Sinking Fund the amounts and at times as follows:
(1) such amounts, in equal monthly installments, made on or before the 15th day
of each month hereafter, as will be sufficient, together with any other amounts on deposit
therein and available for such purpose, to pay the interest scheduled to come due on all
Parity Bonds and any Additional Bonds on the next interest payment date; and
(2) such amounts, in equal monthly installments, made on or before the 15th day
of each month hereafter, as will be sufficient, together with any other amounts on deposit
therein and available for such purpose, to pay the principal of all Parity Bonds and any
Additional Bonds coming due and maturing or required to be redeemed on the next
interest payment date.
(d) The Authority shall make such arrangements as are necessary to insure that sufficient
funds from the Interest and Sinking Fund are available at each Paying Agent to pay the principal
of and interest on all Parity Bonds and Additional Bonds when due.
Section 10, RESERVE FUND.
(a) There is hereby confirmed and there shall be maintained on the books of the
Authority a special Fund entitled the "Trinity River Authority of Texas Tarrant County Water
Project New Reserve Fund" (the "Reserve Fund'), within which there may be established
separate accounts to be held for the benefit of specific issues of Parity Bonds and not for the
benefit of all Parity Bonds. There shall be deposited into the Reserve Fund any Reserve Fund
Obligations so designated by the Authority. Reserve Fund Obligations in the Reserve Fund shall
be deposited and maintained in a Depository' Reserve Fund Obligations in the Reserve Fund
shall be used solely for the purpose of retiring the last of any Parity Bonds for which the Reserve
Fund; or an account within the Reserve Fund, is held as they become due or paying principal of
and interest on any such Parity Bonds when and to the extent the amounts in the Interest and
Sinking Fund are insufficient for such purpose. Any specific Reserve Fund account shall be
maintained in an amount equal to the average annual principal and interest requirements of the
specific Parity Bonds to which it relates (the "Required Amount"). The Authority may, at its
option, withdraw and transfer to the Revenue Fund, all surplus in the Reserve Fund over the
Required Amount. The foregoing notwithstanding, with respect to the issuance of the Bonds, the
Authorized Officer may direct the transfer of any surplus in the Reserve Fund to be deposited
into the Construction and Acquisition Fund.
(b) The Authority may replace or substitute a Credit Facility for cash or Eligible
Investments on deposit in the Reserve Fund or in substitution for or replacement of any existing
Credit Facility. Upon such replacement or substitution, cash or Eligible Investments on deposit
in the Reserve Fund which, taken together with the face amount of any existing Credit Facilities,
are in excess of the Required Amount may be withdrawn by the Authority, at its option, and
transferred to the Revenue Fund; provided that the face amount of any Credit Facility may be
reduced at the option of the Authority in lieu of such transfer.
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Resolution No. 17-1506, Page 20 of 29
(c) If the Authority is required to make a withdrawal from the Reserve Fund for any of
the purposes described in subsection (a), the Authority shall promptly notify any applicable
Credit Facility Provider of the necessity for a withdrawal from the Reserve Fund for any such
purposes, and shall make such withdrawal first from available moneys or Eligible Investments
then on deposit in the Reserve Fund, and next from a drawing under any Credit Facility to the
extent of such deficiency.
(d) In the event of a deficiency in the Reserve Fund, or in the event that on the date of
termination or expiration of any Credit Facility there is not on deposit in the Reserve Fund
sufficient Reserve Fund Obligations, all in an aggregate amount at least equal to the Required
Amount, then the Authority shall satisfy the Required Amount by depositing Reserve Fund
Obligations into the Reserve Fund in monthly installments of not less than 1/60 of the Required
Amount made on or before the 15th day of each month following such termination or expiration.
(e) In the event of the redemption or defeasance of any Parity Bonds, any Reserve Fund
Obligations on deposit in the Reserve Fund in excess of the Required Amount may be withdrawn
and transferred, at the option of the Authority, to the Revenue Fund, as a result of (i) the
redemption of any Parity Bonds or (ii) funds for the payment of any Parity Bonds having been
deposited irrevocably with the paying agent or place of payment therefor in the manner described
in any resolution authorizing the issuance of Parity Bonds, the result of such deposit being that
such Parity Bonds no longer are deemed to be Outstanding under the terms of any such
resolution.
(f) In the event there is a draw upon the Credit Facility, the Authority shall reimburse the
Credit Facility Provider for such draw, in accordance with the terms of any agreement pursuant
to which the Credit Facility is issued, from Net Revenues, however, such reimbursement from
Net Revenues shall be subordinate and junior in right of payment to the payment of principal of
and premium, if any, and interest on the Parity Bonds.
(g) Upon the issuance of Additional Bonds the monies in the Reserve Fund shall, to the
extent necessary, be increased to the newly-established Required Amount.
Section 11. CONSTRUCTION AND ACQUISITION FUND. There has been created
and there shall be established and maintained at the Depository a separate fund to be entitled the
"Trinity River Authority of Texas (Tarrant County Water Project) Revenue Bonds Construction
and Acquisition Fund" (hereinafter called the "Construction and Acquisition Fund"). The net
proceeds (after paying costs of issuance and making other required deposits) from the sale of all
"Improvement Bonds" in the future shall be deposited in the Construction and Acquisition Fund
and such Fund shall be subject to and charged with a lien in favor of the holders of all such
"Improvement Bonds" until the money in said Fund has been paid out as herein provided.
Interest earnings derived from investment of the Construction and Acquisition Fund shall
become part thereof for all purposes; provided, however, that any such earnings required to be
rebated to the United States shall not be considered as interest earnings for the purposes of this
Resolution. The Depository shall be required to secure the Construction and Acquisition Fund in
its possession by pledging obligations of or obligations unconditionally guaranteed by the United
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Resolution No. 17-1506, Page 21 of 29
States; such obligations at all times shall be at least equal in market value to the amount in the
Construction and Acquisition Fund in its possession.
Section 12. DISBURSEMENTS FROM CONSTRUCTION AND ACQUISITION
FUND.
(a) Money in the Construction and Acquisition Fund shall be subject to disbursement by
the Authority for payment of Project Costs to be incurred in the acquisition and construction of
any project for which "Improvement Bonds" are issued. Such disbursements shall be made only
upon checks stating the purpose of the payment signed and countersigned by such officers of the
Authority as may from time to time be designated by the Authority by resolution, and duly
certified to the Depository. Disbursements for payments to construction contractors and
disbursements for construction material, supplies, and equipment shall be approved by a
registered professional engineer.
(b) "Project Costs" as used herein includes all acquisition costs and construction costs as
those terms are generally understood in standard accounting practice as applied to projects of this
nature, and without limiting the generality of the foregoing, it shall include purchase of
equipment, property, rights in property, capitalized interest, costs of land, easements, and rights
of way, including damages to land and property, engineering, financing, financial consultants,
administrative, auditing, and legal expenses incurred in connection with the performance of the
Contracts. The costs for engineering, financial consultants, administrative, and legal expense
paid from bond proceeds incurred by the Authority shall be reasonable and at usual and
customary rates. Damages to land and property, whenever accruing, adjusted under Article I,
Section 17 of the Constitution of Texas shall constitute a part of Project Costs. After completion
of any Project improvements, any residue remaining in the Construction and Acquisition Fund
shall be deposited in the Interest and Sinking Fund.
Section 13. TRUST FUNDS. The Interest and Sinking Fund and the Reserve Fund shall
constitute trust funds and shall be held in trust by a Depository for the benefit of the holders of
the Parity Bonds and Additional Bonds permitted hereunder.
Section 14, SECURITY OF FUNDS. The Authority shall cause the Depository to secure
and keep secured, in the manner required by law, all funds on deposit with it, and will cause each
paying agent to secure all funds deposited with it or them as other trust funds are secured. The
Authority covenants and agrees that no money will be allowed to be or remain deposited with the
Depository' unless secured as above provided.
Section 15. PLEDGE. (a) The Contracts provide for the payment by the Cities to the
Authority (a) an amount equal to all Operation and Maintenance Expenses, (b) the amount
necessary to pay all the principal of and the interest coming due on "Bonds" (as defined in the
Contracts) on each principal and/or interest payment date, (c) during each Fiscal Year, the
proportionate part of any special or reserve funds required to be established and/or maintained by
the provisions of any "Bond Resolutions", and (d) an amount in addition thereto sufficient to
restore any deficiency in any of such funds or accounts required to be accumulated and
maintained by the provisions of any "Bond Resolutions."
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Resolution No. 17-1506, Page 22 of 29
(b) The term "Net Revenues" as used in this Resolution shall mean and be defined as all
of the gross revenues or payments received by the Authority (i) from the Cities under the
Contracts and (ii) from the parties, if any, with whom the Authority may contract in the future
for supplying treated water from the System, after deducting therefrom the amounts paid to the
Authority for the purpose of paying Operation and Maintenance Expenses, with the result that
the Net Revenues shall consist of the amounts necessary to pay all principal and/or interest
coming due on the Parity Bonds on each principal and/or interest payment date, and any amounts
payable under (c) and (d) above. The Parity Bonds and the interest thereon are and shall be
payable from and secured by a first lien on and pledge of said Net Revenues, and said Net
Revenues are hereby pledged for such purpose and to the establishment and maintenance of the
Interest and Sinking Fund and the Reserve Fund,
Section 16. INVESTMENT OF FUNDS. The money in all Funds maintained hereunder
shall be invested and reinvested in Eligible Securities which mature in not more than fifteen (15)
years from the date of their purchase. The foregoing notwithstanding, the Reserve Fund and
Construction and Acquisition Fund may be invested as described in Sections 10 and 11,
respectively. All income and profits from the investment of all funds hereunder shall be
deposited in the Interest and Sinking Fund not later than the January 15 or July 15 next following
the receipt thereof.
Section 17. PREPARATION OF BUDGET. Not less than forty (40) days before the
commencement of each Fiscal Year while any of the Parity Bonds are outstanding and unpaid,
the Authority will prepare and file with the Cities the annual budget (herein called "Annual
Budget") of Operation and Maintenance Expenses for the ensuing Fiscal Year, and, except as
otherwise provided, the total expenditures in any division thereof will not exceed the total
expenditures in the corresponding division in the Annual Budget. The Authority covenants that
the current Operation and Maintenance Expenses incurred in any Fiscal Year will not exceed the
reasonable and necessary amount of such expenses, and that it will not expend any amount or
incur any obligation for maintenance, repair, and operation in excess of the amounts provided for
current Operation and Maintenance Expenses in the Annual Budget; provided, however, that if at
any time the Board shall determine that the amount of the appropriation for any item in the
Annual Budget is in excess of the amount which will be required for such term, the Board may
reduce such appropriation and make appropriation for any item or items not covered by the
Annual Budget or increase the appropriation for any other item or items by an amount not
exceeding the amount of such reduction; and provided further, that the Board may at any time
adopt an amended or supplemental budget for the remainder of the then current Fiscal Year in
case of an emergency caused by some extraordinary occurrence which shall be clearly defined in
such resolution. Any such supplemental budget shall be filed immediately with the Cities.
Section 18. ACCOUNTING AND REPORTING. The Authority covenants that proper
books of record and account will be kept in which true, full, and correct entries will be made of
all income, expense, and transactions of and in relation to the System, and each and every part
thereof. Within six months after each full Fiscal Year, a statement certified as correct by a
Certified Public Accountant showing the Gross Revenues and the Operation and Maintenance
Expenses for such Fiscal Year, shall be furnished to the Cities, and to the original purchasers of
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Resolution No. 17-1506, Page 23 of 29
the Bonds. Each such audit will be available during regular office hours at the administration
offices of the Authority for inspection by any holder of any of the Bonds.
Section 19. PUBLIC INSPECTION. The Authority further covenants and agrees that
the System, and each and every part thereof, and all books, records, accounts, documents, and
vouchers relating to the construction, operation, maintenance, repair, improvement, and
extension thereof, will at all times be open to inspection by the Cities.
Section 20. PAYMENT OF PARITY BONDS AND INTEREST THEREON. The
Authority covenants and agrees that, out of the pledged Net Revenues, it will duly and
punctually pay, or cause to be paid, the principal of every Parity Bond and the interest thereon,
on the date and at the place and in the manner specified in the Parity Bonds, and that it will
faithfully do and perform and at all times fully observe any and all covenants, undertakings, and
provisions contained herein or in any Parity Bond.
Section 21. LEGAL ABILITY. The Authority represents that it is a conservation and
reclamation district, a political subdivision of the State of Texas, and a governmental agency and
body politic and corporate, duly created, organized, and existing under the Constitution and laws
of the State of Texas and has proper authority from all other public bodies and authorities, if any,
having jurisdiction thereof to construct, acquire, operate, maintain, improve, extend, better,
repair, renew, and replace the System as herein described, and to levy and collect rates, tolls,
rents, fees, and other charges, and to pledge its revenues in the manner and form as herein done
or intended, and that all corporate action on its part to that end has been duly and validly taken.
The Authority covenants and agrees that it will at all times maintain its corporate existence and
maintain a lawful Board of Directors, and at all times function and act in the best interest of the
System and the owners and holders of the Parity Bonds.
Section 22. CONSTRUCTION AND OPERATION. The Authority further covenants
that it will forthwith proceed to acquire and construct the improvements, betterments, extensions,
and replacements to the System for which the Bonds are being issued as soon as practicable in
accordance with plans and specifications which have been prepared by the Independent
Consulting Engineer, and thereafter each and every part of the System will be continuously
operated by the Authority in an efficient and economical manner and will be kept in thorough
repair and maintained in a high state of operating efficiency and in such manner that the interest
of the Cities, the people of the State of Texas, the bondholders or owners, and the Authority will
be promoted.
Section 23. OPERATION OF THE SYSTEM. The Authority shall use its best efforts to
see that the System is properly and efficiently operated.
Section 24. CONTRACTORS. Authority shall require each person, firm, or corporation
with whom (or which) it may contract for construction in connection with the System to furnish a
performance bond in the full amount of any contract and a payment bond as required by law, and
to carry such workmen's compensation or employers' liability insurance as may be required by
law and such public liability, property damage, and builders' risk insurance, if any, as may be
appropriate and necessary. The Authority further covenants and agrees that the proceeds of any
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such performance bond will forthwith, upon receipt of such proceeds; be applied toward the
completion of the contract in connection with which such performance bond shall have been
furnished.
Section 25. COVENANT TO MAINTAIN SUFFICIENT INCOME. To the end that
Authority income will be sufficient to pay the Parity Bonds and the interest thereon when due,
the Authority will keep in effect and enforce the Contracts, and will cause the System to be
operated and maintained at an annual cost that will be within its income other than the income
required to pay the Parity Bonds and the interest thereon and the fees of each paying agent and
Paying Agent/Registrar. The Authority will not voluntarily consent to any amendment to the
Contracts which would reduce the amounts payable thereunder or extend the time of the payment
of such amounts or which would in any manner impair or adversely affect the rights of the
holders or owners of the Parity Bonds from time to time. If any of the Cities fails to make
payments as required by the Contracts and if it shall appear that enforcement of the Contracts has
become ineffective or will be ineffective to the extent that a default in payment of principal of or
interest on the Parity Bonds occurs or is threatened, the Authority will take all necessary action
to preserve and protect the rights of the holders or owners of the Parity Bonds and to assure
payment of the principal thereof and the interest thereon.
Section 26. NO OTHER LIENS. The Authority further covenants that there is not now
outstanding, except as regards any Parity Bonds, and that the Authority will not at any time while
the Parity Bonds are outstanding, create or allow to accrue or to exist any lien upon the System,
or any rights owned, or the revenues pledged herein to the payment of the principal of and
interest on the Parity Bonds, at any time derived from the operation thereof, or any of its Funds,
except as authorized by Sections 36 and 37 of this Resolution in connection with Additional
Bonds and other bonds; that the security of the Parity Bonds will not be impaired in any way as a
result of any action or any non-action on the part of the Authority, its Board of Directors, or
officers, or any thereof, and that the Authority has, and will, subject to the provisions hereof,
continuously preserve good and indefeasible title to the System and each and every part thereof.
Section 27. KEEP FRANCHISES AND PERMITS IN EFFECT. The Authority further
covenants that no franchises, permits, privileges, or easements will be allowed to lapse or be
forfeited so long as the same shall be necessary for the proper operation of the System.
Section 28. GOVERNMENTAL REQUIREMENTS; LIENS; CLAIMS. The Authority
covenants that it will duly observe and comply with all valid requirements of any governmental
authority relative to the System or any part thereof, and that it will pay or cause to be discharged,
or will make adequate provision to satisfy and discharge, all lawful claims and demands for
labor, materials, supplies, or other objects which if unpaid, might by law become a lien upon
such System or any part thereof or the revenue therefrom; provided, however, that nothing in this
Section contained shall require the Authority to pay or cause to be discharged, or make provision
for, any such lien or charge, so long as the validity thereof shall be contested in good faith and by
appropriate legal proceedings.
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Section 29. FURTHER ASSURANCE. The Authority covenants that it will take such
further action as may be required to carry out the purposes of this Resolution and to assure its
validity.
Section 30. SALE AND LEASE OF PROPERTY.
(a) The Authority covenants that so long as any of the Parity Bonds or interest payable
thereon shall be outstanding, and except as in this Section otherwise permitted, it will not sell,
lease, or otherwise dispose of or encumber any part of the System except as provided herein,
(b) The Authority may from time to time dispose of any rights, machinery, fixtures,
apparatus, tolls, instruments, or other movable property and any materials used in connection
therewith, if the Authority shall determine that such are no longer needed or are no longer useful
in connection with the operation and maintenance of the System. The Authority may from time
to time sell such real estate that is not needed or serves no useful purposes in connection with the
maintenance and operation of the System. The proceeds of any sale of real or personal property
acquired from the proceeds of the Parity Bonds shall be deposited in the Revenue Fund.
(c) The Authority may lease any of its lands for any purpose, if'such lease or the use of
such lands will not be detrimental to the operation and maintenance of the System. It may also
lease any of its real property for oil, gas, and mineral purposes. No lease shall be made which
will result in any damage to or substantial diminution of the value of other property of the
Authority. The rental to be charged under all such leases shall be not less than the fair and
reasonable rental in relation to the character and value of the property leased. All rentals,
revenues, receipts, and royalties derived by the Authority from any and all leases so made, shall
be deposited in the Revenue Fund,
(d) It is covenanted and agreed by Authority that no such property of any nature shall be
sold or leased by Authority unless, prior to any action taken by Authority concerning such sale or
leasing, Authority shall procure the advice and recommendation in writing of a registered
professional engineer concerning such proposed sale or leasing.
Section 31. INDEPENDENT ENGINEER.
(a) The Authority covenants that, until the Parity Bonds and the interest thereon shall
have been paid or provision for such payment shall have been made, it will, for the purpose of
performing and carrying out the duties imposed on the Independent Consulting Engineer by this
Resolution, employ an independent engineer or engineering firm or corporation having a
favorable repute for skill and experience in such work.
(b) The Authority covenants that it will at all appropriate times cause the Independent
Consulting Engineer to submit and give all necessary or desirable advice and recommendations
concerning renewals, replacements, extensions, betterments, and improvements for the System,
to the end that the System shall be operated and maintained in the most efficient and satisfactory
manner. Further, Authority shall cause the Independent Consulting Engineer to make in writing
a full survey, review, and report on the physical condition of the System once every three years.
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(c) Authority further covenants that it will cause the Independent Consulting Engineer to
make an annual report to it which shall set forth such Engineer's recommendations and advice as
to (1) the proper maintenance, repair, and operation of the System, including their findings as to
whether or not the properties of the System have been maintained in good repair and sound
operating condition; (2) the extensions, improvements, renewals, and replacements which should
be made during the ensuing Fiscal Year; (3) the amounts and types of insurance which should be
carried by the Authority on the properties; and (4) any revisions or changes of rates, fees, and
charges.
(d) The expense incurred under this Section 31 shall constitute Operation and
Maintenance Expenses.
Section 32. PARITY BONDS AND INTEREST NOT PAYABLE FROM TA_ ES. The
holders and owners of the Parity Bonds and the interest payable thereon shall never have the
right to demand payment thereof out of funds raised or to be raised by taxation, or from any
source other than the Net Revenues as defined and described herein.
Section 33. INSURANCE COVERAGE. The Authority covenants that it will at all
times keep insured such of the System's plants, structures, buildings, stations, machinery,
equipment, apparatus, pipelines, and equipment as are usually insured by corporations operating
like properties, with a responsible insurance company or companies, against risks, accidents, or
casualties against which and to the extent insurance is usually carried by corporations operating
like properties, and will also at all times maintain workmen's compensation insurance and
insurance against public liability and property damages, in a reasonable amount with responsible
insurance companies; provided, however, that at any time while any contractor engaged in
construction work shall be fully responsible therefor, the Authority shall not be required to carry
such insurance. All such policies shall be open to the inspection of the bondholders and their
representatives at all reasonable times.
Section 34. INSURANCE PROCEEDS. In the event of any loss of or damage to the
System the Authority covenants that it will reconstruct or repair the destroyed or damaged
portion of the property and will apply the proceeds of the insurance policies covering such loss
or damage solely for that purpose. The Authority covenants that it will begin such work of
reconstruction or repair promptly after such loss or damage shall occur and will continue and
properly complete the same as expeditiously as possible and will pay or cause to be paid all costs
and expenses in connection therewith so that the same shall be so completed and the property be
free and clear of all mechanics' and other liens and claims. The Authority agrees that it will
procure the advice and recommendation in writing of a registered professional engineer
concerning such reconstruction before it is undertaken.
Section 35. UNUSED INSURANCE PROCEEDS. Any insurance proceeds remaining
after the completion of and payment for any such reconstruction or repair shall be deposited in
the Revenue Fund.
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I i
Section 36. ADDITIONAL BONDS. As used in this resolution, the following additional
definitions shall apply:
(a) "Completion Bonds" means any bonds issued to complete construction of the System
to enable the Authority to provide water supply services to the Cities and to others, as the System
is described in the Engineering Report defined in the Contracts.
(b) "Improvement Bonds" means bonds issued for improvements, betterments, extensions,
and replacements of the System.
(c) "Special Project Bonds" means any bonds issued to finance construction and/or
acquisition of facilities which will not constitute a part of the System and which will not be paid
out of revenues from the Contracts.
(d) "Refunding Bonds" means any bonds issued for the purpose of refunding all or a part
of the Prior Lien Bonds, Parity Bonds or Additional Bonds.
(e) "Additional Bonds" means and includes Completion Bonds, Improvement Bonds, and
Refunding Bonds.
Section 37. COMPLETION BONDS AND IMPROVEMENT BONDS. The Authority
reserves the right to issue Completion Bonds and Improvement Bonds payable from and secured
by a pledge of the Net Revenues, on a parity of lien with the Parity Bonds, or junior to the Parity
Bonds, or a portion of them may be such first lien bonds and a portion may such junior lien
bonds. The Completion Bonds and Improvement Bonds may be issued in one or more series or
installments, and from time to time as authorized by the Board, provided, however, that no
installment or series of Completion Bonds or Improvement Bonds, if it is on a parity with the
lien of the Parity Bonds, shall be issued unless:
(a) A certificate is executed by the President and Secretary of the Board to the effect that
no default exists in connection with any of the covenants or requirements of the resolutions
authorizing the issuance of all then outstanding bonds which are secured by and payable from the
Net Revenues;
(b) A certificate is executed by the President and the Secretary of the Board to the effect
that the Interest and Sinking Fund and the Reserve Fund contain the amounts then required to be
on deposit therein;
(c) The then proposed Completion Bonds or Improvement Bonds are made to mature on
August 1 and/or February 1 of each of the years in which they are scheduled to mature.
Section 38. SPECIAL PROJECT BONDS. Special Project Bonds payable from and
secured by revenues may be issued by the Authority for the purpose of providing additional
facilities to enable the Authority to render service to other users, provided that such Special
Project Bonds are not payable from or secured by a pledge of Net Revenues. Special Project
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. ,
Bonds may be additionally secured by a mortgage or deed of trust lien upon only the physical
properties of the project purchased or constructed with the proceeds of such bonds.
Section 39. INCREASE IN RESERVE FUND. If Completion Bonds or Improvement
Bonds are issued as Parity Bonds, the amount required to be deposited and maintained in the
Reserve Fund shall, if necessary to maintain the Required Amount in the Reserve Fund, be
increased so that the aggregate amount to be accumulated in the Reserve Fund shall be no less
than the Required Amount for all then outstanding Parity Bonds and for the installment or series
of parity Completion Bonds or Improvement Bonds then proposed to be issued. Such average
annual requirements shall be calculated as of the date of any such Additional Bonds. Provided,
as of the date of any such Additional Bonds, it shall be sufficient if the aggregate amount in the
Reserve Fund is equal to the average annual requirement on the Parity Bonds and Additional
Bonds outstanding and to be outstanding, and if the amount exceeds such average annual
requirement, any surplus in the Reserve Fund may be transferred to the Revenue Fund, unless
othenvise required by any bond resolution.
Section 40. TAX BONDS. No provisions in this Resolution shall in any way affect the
statutory right of the Authority to issue bonds supported wholly by ad valorem taxes.
Section 41. REFUNDING BONDS. The Authority reserves the right to issue Refunding
Bonds to refund any outstanding bonds secured by a pledge of the Net Revenues from the
Contracts and any amendments thereof.
Section 42. DEFAULT PROVISIONS AND REMEDIES. In the event of a default or a
threatened default in the payment of principal of or interest on the Parity Bonds, any court of
competent jurisdiction may, upon petition of holders or owners of twenty-five per cent of the
outstanding Parity Bonds, appoint a receiver with authority to collect and receive all income
from the System, employ, and discharge agents, employees, and consultants of the Authority,
take charge of pledged funds on hand and manage the proprietary affairs of the Authority
without consent or hindrance by the Board. Such receiver may also be authorized to make
contracts for providing water treatment services or renew such contracts with the approval of the
court appointing him. The Court may vest the receiver with such other powers and duties as the
court may find necessary for the protection of the holders or owners of the Parity Bonds.
Section 43. OTHER REMEDIES; REMEDIES NOT WAIVED. No remedy herein
specified is intended to be exclusive of any other available remedy or remedies, but each and
every such remedy shall be cumulative and shall be in addition to every other remedy available
to the holders or owners of the said Parity Bonds, or now or hereafter existing at law or in equity,
or by statute. No delay or omission to exercise any right or power shall impair any such right or
power or shall be construed to be a waiver of any such default or acquiescence therein, and every
such right and power may be exercised from time to time and so often as may be deemed
expedient.
Section 44. AMENDMENTS OF RESOLUTION BY AUTHORITY, Without any prior
action by or notice to the holders or owners of the Parity Bonds, Authority may, from time to
time, and at any time, amend this Resolution:
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