HomeMy WebLinkAboutOrdinance 17363-01-2007ORDINANCE NO. 17363-01-2007
BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS,
PROVIDING FOR THE ISSUANCE OF X20,935,000 CITY OF FORT
WORTH, TEXAS COMBINATION TAX AND PARKING REVENUE
CERTIFICATES OF OBLIGATION, SERIES 2007; PROVIDING FOR THE
LEVY, ASSESSMENT AND COLLECTION OF A TAX SUFFICIENT TO
PAY THE INTEREST ON SAID CERTIFICATES OF OBLIGATION AND
TO CREATE A SINKING FUND FOR THE REDEMPTION THEREOF AT
MATURITY; PLEDGING CERTAIN REVENUES IN SUPPORT OF SAID
CERTIFICATES; PRESCRIBING THE FORM OF SAID CERTIFICATES OF
OBLIGATION; AND ORDAINING OTHERMAT'I'ERS RELATING TO THE
SUBJECT
WHEREAS, on the 19th day of December, 2006, the City Council of the City of Fort Worth
(the "City" or the "Issuer") passed an ordinance authorizing and directing notice of its intention to
issue the Certificates of Obligation herein authorized to be issued, to be published in a newspaper as
required by Section 271.049 ~of the Texas Local Government Code, in an amount not to exceed
$23,000,000; and
WHEREAS, the City Council determined that the Fort Worth Commercial-Recorder is a
newspaper of general circulation within the City having more than a de mi~zii~zus subscribership, that
said newspaper has a diverse subscribership and that said newspaper publishes some items of general
interest to the community; and
WHEREAS, the City caused said notice of intention to be published in the Fo~~t Wo~~th
Co»inzercial-Recorder on December 22, 2006 and December 29, 2006; and
WHEREAS, the City caused said notice of intention to be published in the Fort Wog°th Star-
Telegr~ana, a newspaper of general circulation in the City, on December 23, 2006 and December 30,
2006; and
WHEREAS, no petition, signed by 5% of the qualified electors of the Issuer as permitted by
Section 271.049 of the Texas Local Government Code protesting the issuance of such Certificates
of Obligation, has been filed; and
WI~,REAS, the Certificates of Obligation hereinafter authorized are to be issued and
delivered pursuant to Subchapter C of Chapter 271 of the Texas Local Government Code;
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH,
TEXAS:
Section 1. DEFINITIONS. That as used in this Ordinance, unless a different meaning clearly
appears from the context, the capitalized terms set forth in this Ordinance shall have the meaning set
forth below. Any reference in this Ordinance to "FORM OF CERTIFICATE" shall refer to the form
of the Certificates set forth in Exhibit A to this Ordinance.
hereof.
hereof.
The term "Authentication Certificate" shall have the meaning given said term in Section 6(d)
The term "Authorized Denomination" shall have the meaning given said term in Section 3
The term "Available Revenues" shall have the meaning given said term in Section 9 hereof.
The term "Business Day" shall mean a day that is not a Saturday, Sunday or legal holiday on
which banking institutions in the States of Texas or New York are authorized or required by law or
executive order to remain closed or the New York Stock Exchange or DTC is closed.
The terms "Certificates" and "Certificates of Obligation" shall mean and include collectively
the Initial Certificate and all substitute Certificates of Obligation exchanged therefor, as well as all
other substitute Certificates of Obligation and replacement Certificates of Obligation issued pursuant
hereto; and the term "Certificate" shall mean any of the Certificates.
The terms "City" and "Issuer" shall mean the City of Fort Worth, Texas.
The term "Code" shall mean the Internal Revenue Code of 1986, as amended.
The term "DTC" shall have the meaning given said term in Section 17 hereof.
The term "Defeasance Securities" shall mean (i) direct, noncallable obligations of the United
States of America, including obligations that are unconditionally guaranteed by the United States of
America, (ii) noncallable obligations of an agency or instrumentality of the United States ofAmerica,
including obligations that are unconditionally guaranteed or insured by the agency or instrumentality
and that, on the date of the purchase thereof are rated as to investment quality by a nationally
recognized investment rating firmnot less thanAAA 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 that, on the date on the date the governing body of the Issuer adopts or approves
the proceedings authorizing the financial arrangements are rated as to investment quality by a
nationally recognized investment rating firm not less than AAA or its equivalent.
The term "Defeased Cep°tificate" shall have the meaning given said term in Section 23(a)
hereof.
hereof.
The term "Designated Trust Office" shall have the meaning given said term in Section 6(a)
The term "Eligible I~avestme~ats" shall mean those investments in which the City is now or
hereafter authorized by law (including, but not limited to, Chapter 2256, Texas Government Code)
and its investment policy to purchase, sell and invest its funds and funds under its control.
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The term "Fiscal Year" shall mean the regular fiscal year used by the City, which currently
runs from October 1 through September 30, or any twelve consecutive months period established by
the City.
The term "baitial Certificate" shall have the meaning given said term in Section 3 hereof.
The term "Interest arzd Redemption Fund" shall have the meaning given said term in Section
8 hereof.
The term "MAC" means the Municipal Advisory Council of Texas.
The term "MSRB" shall mean the Municipal Securities Rulemalcing Board.
The term "NRMSIR" shall mean each person whom the SEC or its staffhas determined to be
a nationally recognized municipal securities information repository within the meaning of the Rule
from time to time.
The term "Parking Garage" shall mean the parking garage to be constructed and equipped
with the proceeds of the Certificates, located in the vicinity of the Fort Worth Convention Center.
The term "Paying Agent/Registrar" shall have the meaning given said term in Section 6(a)
hereof.
The term "Purchase Agr~eenaerzt" shall mean the purchase agreement between the City and the
Purchaser, relating to the sale of the Certificates.
The term "Purchaser" shall mean Bank of America, N.A.
The term "Registered Owner" shall have the meaning given said term in Section 3 hereof.
The term "Registration Boolrs" shall have the meaning given said term in Section 6(a) hereof.
The term "Regulations" shall have the meaning given said term in Section 13 hereof.
The term "Rule" shall mean SEC Rule 15c2-12, as amended from time to time.
The term "SEC" shall mean the United States Securities and Exchange Commission.
The term "Surplus Revenues" shall mean those revenues from the operation of the Parking
Garage remaining after payment of all operation and maintenance expenses thereof.
Section 2. AUTHORIZATION OF CERTIFICATES OF OBLIGATION. That the
Issuer's Certificates of Obligation, to be designated the "City of Fort Worth, Texas Combination Tax
and Parking Revenue Certificates of Obligation, Series 2007", are hereby authorized to be issued and
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delivered in the principal amount of $20,935,000, for the purpose of providing part of the funds for
paying contractual obligations to be incurred by the Issuer, to-wit: the construction and equipping
of the Parking Garage; and the payment of fiscal, engineering and legal fees incurred in connection
therewith.
Section 3. DATE, DENOMINATIONS, NUMBERS AND MATURITIES. That the
Certificates shall initially be issued, sold and delivered hereunder as fully registered certificates,
without interest coupons, dated January 1, 2007, in the respective denominations and principal
amounts hereinafter stated, numbered consecutively from R-1 upward, payable to the respective initial
registered owners thereof, or to the registered assignee or assignees ofthe Certificates or anyportion
or portions thereof (in each case, the "Registered Owner"), and the Certificates shall mature and be
payable on March 1 in each of the years and in the principal amounts as follows:
PRINCIPAL
YEAR AMOUNT ($)
2009 100,000
2010 300,000
2011 480,000
2012 SOS,000
2013 530,000
2014 SSS,000
201 S SSS,000
2016 615,000
2017 645,000
2018 680,000
2019 715,000
2020 7SS,000
2021 795,000
PRINCIPAL
YEAR AMOUNT ($)
2022 840,000
2023 885,000
2024 935,000
2025 985,000
2026 1,035,000
2027 1,090,000
2028 1,150,000
2029 1,215,000
2030 1,280,000
2031 1,345,000
2032 1,420,000
2033 1,495,000
The Certificates shall be issued in denominations of $5,000 or any integral multiple thereof (an
"Authorized Denomination"). An initial Certificate of Obligation in the denomination and aggregate
principal amount of the Certificates, containing the principal amounts, redemption features and
interest rates as provided for in Sections 3, 4 and S of this Ordinance (the "Initial Certificate"), may
be submitted to the Attorney General for review and approval. The Initial Certificate shall be
numbered T-1, and shall be canceled upon receipt of payment for the Certificates by the Purchaser,
and substitute Certificates shall be delivered in exchange therefor, as provided in Section 6 hereof.
The Initial Certificate shall be in the form as provided for in the FORM OF CERTIFICATE.
Section 4. REDEMPTION. (a) Optional Rede»aption. That the Issuer reserves the right
to redeem the Certificates maturing on or after March 1, 2018, in whole or in part in an Authorized
Denomination, on March 1, 2017, or on any date therea$er, at the redemption price of par plus
accrued interest to the date fined for redemption. If less than all of the Certificates are to be
redeemed by the Issuer, the Issuer shall determine the maturity or maturities and the amounts thereof
to be redeemed and shall direct the Paying Agent/Registrar to call by lot Certificates, or portions
thereof within such maturity or maturities and in such principal amounts, for redemption.
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(b) Notice. At least thirty (30) days prior to the date any Certificates are to be redeemed, (i)
a written notice of redemption shall be given by the Paying Agent/Registrar to the Registered Owner
of each Certificate, or a portion thereof being called for redemption by depositing such notice in the
United States mail, first-class, postage prepaid, addressed to each such Registered Owner at the ad-
dressthereof as shown on the Registration Books of the Paying Agent/Registrar and (ii) a notice of
such redemption either shall be published one (1) time in or posted electronically on the website of
a financial journal or publication of general circulation in the United States of America or the State
of Texas carrying as a regular feature notices of municipal bonds called for redemption; provided,
however, that the failure to send, mail or receive such notice described in clause (i) above, or any
defect therein or in the sending or mailing thereof, shall not affect the validity or effectiveness of the
proceedings for the redemption of any Certificate, and the publication ofnotice as described in clause
(ii) above shall be the only notice actually required in connection with or as a prerequisite to the
redemption of any Certificates. By the date fined for any such redemption due provision shall be
made by the Issuer with the Paying Agent/Registrar for the payment of the required redemption price
for the Certificates or the portions thereofwhich are to be so redeemed, plus accrued interest thereon
to the date fixed for redemption. If such notice of redemption is given, and if due provision for such
payment is made, all as provided above, the Certificates, or the portions thereof, which are to be so
redeemed, thereby automatically shall be redeemed prior to their scheduled maturities, and shall not
bear interest after the date fixed for their redemption, and shall not be regarded as being outstanding
except for the right of the Registered Owner to receive the redemption price plus accrued interest to
the date fixed for redemption from the Paying Agent/Registrar out of the funds provided for such
payment. The Paying Agent/Registrar shall record in the Registration Books all such redemptions
of principal of the Certificates, or any portion thereof. If a portion of any Certificate shall be
redeemed, a substitute Certificate or Certificates having the same maturity date, bearing interest at
the same rate, in any Authorized Denomination, at the written request of the Registered Owner, and
in an aggregate principal amount equal to the unredeemed portion thereof, will be issued to the
Registered Owner upon the surrender thereof for cancellation, at the expense of the Issuer, all as
provided in this Ordinance. In addition, notice of such redemption shall be provided in the manner
described in Section 6(h) hereof, but the failure to provide such notice as described in Section 6(h)
hereof shall not affect the validity or effectiveness of the proceedings for the redemption of the
Certificates.
Section 5. INTEREST. That the Certificates scheduled to mature during the years,
respectively, set forth below shall bear interest at the following rates per annum:
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maturities 2009, 5.000%
maturities 2010, 5.000%
maturities 2011, 5.000%
maturities 2012, 5.000%
maturities 2013, 5.000%
maturities 2014, 5.000%
maturities 2015, 5.000%
maturities 2016, 5.000%
maturities 2017, 5.000%
maturities 2018, S.2S0%
maturities 2019, S.2S0%
maturities 2020, S.2S0%
maturities 2021, S.2S0%
maturities 2022, S.2S0%
maturities 2023, S.2S0%
maturities 2024, S.2S0%
maturities 2025, S.2S0%
maturities 2026, S.2S0%
maturities 2027, S.2S0%
maturities 2028, S.2S0%
maturities 2029, S.2S0%
maturities 2030, S.2S0%
maturities 2031, S.2S0%
maturities 2032, S.2S0%
maturities 2033, S.2S0%
Said interest shall be payable to the Registered Owner of any such Certificate in the manner provided
and on the dates stated in the FORM OF CERTIFICATE.
Section 6. CHARACTERISTICS OF THE CERTIFICATES. (a) Registration and
Transfer. That the City shall keep or cause to be kept at the designated corporate trust office of
Wells Fargo Bank, National Association, or such other bank, trust company, financial institution, or
other agency named in accordance with the provisions of subsection (g) below (the "Paying
Agent/Registrar") books or records for the registration and transfer of the Certificates (the "Regis-
tration Books"), and the Issuer hereby appoints the Paying Agent/Registrar as its registrar and
transfer agent to keep such books or records and make such transfers and registrations under such
reasonable regulations as the Issuer and Paying Agent/Registrar may prescribe; and the Paying
Agent/Registrar shall make such transfers and registrations as herein provided. It shall be the duty
of the Paying Agent/Registrar to obtain from the Registered Owner and record in the Registration
Books the address of the Registered Owner of each Certificate to which payments with respect to the
Certificates shall be mailed, as herein provided. The Issuer or its designee shall have the right to
inspect the Registration Books during regular business hours of the Paying Agent/Registrar at its
Designated Trust Office, but otherwise the Paying Agent/Registrar shall keep the Registration Books
confidential and, unless otherwise required by law, shall not permit their inspection by any other
entity. Registration of each Certificate may be transferred in the Registration Books only upon
presentation and surrender thereof to the Paying Agent/Registrar at its Designated Trust Office for
transfer of registration and cancellation, together with proper written instruments of assignment, in
form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing the
assignment of such Certificate, or any portion thereof in any Authorized Denomination, to the
assignee or assignees thereof, and the right of such assignee or assignees to have such Certificate or
any such portion thereof registered in the name of such assignee or assignees. Upon the assignment
and transfer of any Certificate or any portion thereof, a new substitute Certificate or Certificates shall
be issued in exchange therefor in the manner herein provided. As of the date this Ordinance is
approved by the City, the "Designated Trust Office" of the Paying Agent/Registrar isthe Fort Worth,
Texas corporate trust office of Wells Fargo Bank, National Association.
(b) Otitnzership; Registratio~z Books. The entity in whose name any Certificate shall be regis-
tered in the Registration Sooks at any time shall be treated as the absolute owner thereof for all
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purposes of this Ordinance, whether or not such Certificate shall be overdue, and the Issuer and the
Paying Agent/Registrar shall not be affected by any notice to the contrary; and payment of, or on
account of, the principal of, premium, if any, and interest on any such Certificate shall be made only
to such Registered Owner. All such payments shall be valid and effectual to satisfy and discharge the
liability upon such Certificate to the extent of the sum or sums so paid.
(c) PayingAge~zt. The Issuer hereby further appoints the Paying Agent/Registrar to act as
the paying agent for paying the principal of and interest on the Certificates, and to act as its agent to
exchange or replace Certificates, all as provided in this Ordinance. The Paying Agent/Registrarskall
keep proper records of all payments made by the Issuer and the Paying Agent/Registrarwitk respect
to the Certificates, and of all exchanges thereof, and all replacements thereof, as provided in this Ordi-
nance.
(d) Exchange of Certificates. Each Certificate may be exchanged for fully registered
certificates in the manner set forth herein. Each Certificate issued and delivered pursuant to this
Ordinance may, upon surrender thereof at the Designated Trust Office of the Paying Agent/Registrar,
together with a written request therefor duly executed by the Registered Owner or the assignee or
assignees thereof, or its or their duly authorized attorneys or representatives, with guarantee of
signatures satisfactory to the Paying Agent/Registrar, at the option of the Registered Owner or such
assignee or assignees, as appropriate, be exchanged for fully registered Certificates, without interest
coupons, in the form prescribed in the FORM OF CERTIFICATE, in any Authorized Denomination
(subject to the requirement hereinafter stated that each substitute Certificate shall have a single stated
maturity date), as requested in writing by such Registered Owner or such assignee or assignees, in
an aggregate principal amount equal to the principal amount of any Certificate or Certificates so sur-
rendered, and payable to the appropriate Registered Owner, assignee, or assignees, as the case may
be. If any Certificate or portion thereof is assigned and transferred, each Certificate issued in
exchange therefor shall have the same principal maturity date and bear interest at the same rate as the
Certificate for which it is being exchanged. Each substitute Certificate shall bear a letter and/or
number to distinguish it from each other Certificate. The Paying Agent/Registrar shall exchange or
replace Certificates as provided herein, and each fully registered Certificate or Certificates delivered
in exchange for or replacement of any Certificate or portion thereof as permitted or required by any
provision of this Ordinance shall constitute one of the Certificates for all purposes of this Ordinance,
and may again be exchanged or replaced. It is specifically provided, however, that any Certificate
delivered in exchange for or replacement of another Certificate prior to the first scheduled interest
payment date on the Certificates (as stated on the face thereof) shall be dated the same date as such
Certificate, but each substitute Certificate so delivered on or after such first scheduled interest
payment date shall be dated as of the interest payment date preceding the date on which such
substitute Certificate is delivered, unless such substitute Certificate is delivered on an interest payment
date, in which case it shall be dated as of such date of delivery; provided, however, that if at the time
of delivery of any substitute Certificate the interest on the Certificate for which it is being exchanged
has not been paid, then such substitute Certificate shall be dated as of the date to which such interest
has been paid in full. On each substitute Certificate issued in exchange for or replacement of any
Certificate or Certificates issued under this Ordinance there shall be printed thereon a Paying
Agent/Registrar's Authentication Certificate, in the form hereinafter set forth in the FORM OF
CERTIFICATE (the "Authentication Certificate"). An authorized representative of the Paying
Agent/Registrar shall, before the delivery of any such substitute Certificate, date such substitute
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Certificate in the manner set forth above, and manually sign and date the Authentication Certificate,
and no such substitute Certificate shall be deemed to be issued or outstanding unless the
Authentication Certificate is so executed. The Paying Agent/Registrar promptly shall cancel all
Certificates surrendered for exchange or replacement. No additional ordinances, orders, or
resolutions need be passed or adopted by the City Council or any other body or person so as to
accomplish the foregoing exchange or replacement of any Certificates or portion thereof, and the
Paying Agent/Registrar shall provide for the printing, execution, and delivery of the substitute
Certificates in the manner prescribed herein. Pursuant to Chapter 1206, Texas Government Code,
the duty of exchange or replacement of any Certificates as aforesaid is hereby imposed upon the
Paying Agent/Registrar, and, upon the execution of the Authentication Certificate, the exchanged or
replaced Certificate shall be valid, incontestable, and enforceable in the same manner and with the
same effect as the Certificates which originally were delivered pursuant to this Ordinance, approved
by the Attorney General, and registered by the Comptroller of Public Accounts. The Initial
Certificate, to the extent of the unpaid or unredeemed principal balance thereof, maybe assigned and
transferred by the initial Registered Owner thereof once only, and to one or more assignees
designated in writing by the initial Registered Owner thereof. If the Initial Certificate or any portion
thereof is assigned and transferred or converted the Initial Certificate must be surrendered to the
Paying Agent/Registrar for cancellation, and each Certificate of Obligation issued in exchange for any
portion of the Initial Certificate shall have a single stated principal maturity date, and shall not be
payable in installments; and each such Certificate of Obligation shall have a principal maturity date
corresponding to the due date of the installment of principal or portion thereof for which the
substitute Certificate of Obligation is being exchanged; and each such Certificate of Obligation shall
bear interest at the single rate applicable to and borne by such installment of principal or portion
thereof for which it is being exchanged. If only a portion of the Initial Certificate is assigned and
transferred, there shall be delivered to and registered in the name of the initial Registered Owner
substitute Certificates of Obligation in exchange for the unassigned balance of the Initial Certificate
in the same manner as if the initial Registered Owner were the assignee thereof. If any Certificate of
Obligation or portion thereofother than the Initial Certificate is assigned and transferred or converted
each Certificate of Obligation issued in exchange therefor shall have the same principal maturity date
and bear interest at the same rate as the Certificate of Obligation for which it is exchanged. A form
of assignment shall be printed or endorsed on each Certificate of Obligation, excepting the Initial
Certificate, which shall be executed by the Registered Owner or its duly authorized attorney or
representative to evidence an assignment thereof.
(e) Ge~zeral Characte~zstics. All Certificates issued in exchange or replacement of any other
Certificate or portion thereof, (i) shall be issued in fully registered form, without interest coupons,
with the principal of and interest on such Certificates to be payable only to the Registered Owners
thereof; (ii) maybe redeemed prior to their scheduled maturities, (iii) maybe transferred and assigned,
(iv) maybe exchanged for other Certificates, (v) shall have the characteristics, (vi) shall be signed and
sealed, and (vii) the principal of and interest on the Certificates shall be payable, all as provided, and
in the manner required or indicated, in the FORM OF CERTIFICATE.
(f) Fees. The Issuer shall pay the Paying Agent/Registrar's reasonable and customary fees and
charges for making transfers of Certificates, but the Registered Owner of any Certificates requesting
such transfer shall pay any taxes or other governmental charges required to be paid with respect
thereto. The Registered Owner of any Certificates requesting any exchange shall pay the Paying
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Agent/Registrar's reasonable and standard or customary fees and charges for exchanging any such
Certificate or portion thereof, together with any taxes or governmental charges required to be paid
with respect thereto, all as a conditionprecedent to the exercise of such privilege of exchange, except,
however, that in the case of the exchange of an assigned and transferred Certificate or Certificates
or any portion or portions thereof in any Authorized Denomination, as provided in this Ordinance,
such fees and charges will be paid by the Issuer. In addition, the Issuer hereby covenants with the
Registered Owners of the Certificates that it will (i) pay the reasonable and standard or customary
fees and charges of the Paying Agent/Registrar for its services with respect to the payment of the
principal of and interest on Certificates, when due, and (ii) pay the fees and charges of the Paying
Agent/Registrar for services with respect to the transfer or registration of Certificates solely to the
extent above provided, and with respect to the exchange of Certificates solely to the extent above
provided.
(g) Successor Payi~zgAgent/Regist~°ar. The Issuer covenants with the Registered Owners of
the Certificates that at all times while the Certificates are outstanding the Issuer will provide a compe-
tent and legally qualified bank, trust company, financial institution, or other agency to act as and
perform the services of Paying Agent/Registrarfnr the Certificates under this Ordinance, 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 60 days written notice to the Paying
Agent/Registrar. In the event that the entity at any time acting as Paying Agent/Registrar (or its suc-
cessor 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 national or state
banking institution which shall be a corporation organized and doing business under the laws of the
United States of America or of any state, authorized under such laws to exercise trust powers, subject
to supervision or examination by federal or state authority, and whose qualifications substantially are
similar to the previous Paying Agent/Registrar to act asPaying Agent/Registrar under this Ordinance.
Upon any change in the Paying Agent/Registrar, the previous Paying Agent/Registrarprnmptly shall
transfer and deliver the Registration Books (or a copy thereof), along with all other pertinent books
and records relating to the Certificates, to the new Paying AgentlR.egistrar 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
Certificates, by United States mail, first-class, postage prepaid, which notice also shall give the
address of the new Paying Agent/Registrar. By accepting the position and performing as such, each
Paying Agent/Registrar shall be deemed to have agreed to the provisions of this Ordinance, and a
certified copy of this Ordinance shall be delivered to each Paying Agent/Registrar.
(h) Additional Redemption Notice. (i) In addition to the manner of providing notice of
redemption of Certificates as set forth in Section 4 hereof, the Paying Agent/Registrar shall give
notice of redemption of Certificates by United States mail, first-class, postage prepaid, at least thirty
(30) days prior to a redemption date to the SID and each NRMSIR. In addition, in the event of a
redemption caused by an advance refunding of the Certificates, 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 SID and a NRMSIR shall be sent so that such notice is 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 redemption to the Registered Owner of any Certificates who has not sent the Certificates
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in for redemption sixty (60) days after the redemption date. The failure to send, mail or receive any
such notice described in this clause (i), or any defect therein or in the sending or mailing thereof, shall
not affect the validity or effectiveness of the proceedings for the redemption of any Certificate.
(ii) Each redemption notice, whether required in the FORM OF CERTIFICATE or otherwise
by this Ordinance, shall contain a description of the Certificates to be redeemed including the
complete name ofthe Certificates, the series, the date of issue, the interest rate, the maturity date, the
CUSIP number, the amounts called of each Certificate, the publication and mailing date for the notice,
the date of redemption, the redemption price, the name ofthePaying Agent/Registrar and the address
at which the Certificate maybe redeemed including a contact person and telephone number.
(iii) All redemption payments made by the Paying Agent/Registrar to the Registered Owners
of the Certificates shall include a CUSIP number relating to each amount paid to such Registered
Owner.
(i) Repo~~ting Requirements. With respect to the Certificates, to the extent required by the
Code and the regulations promulgated thereunder, the Paying Agent/Registrar shall report to the
Registered Owners and the Internal Revenue Service (i) the amount of "reportable payments", if any,
subject to backup withholding during each year and the amount of tax withheld, if any, with respect
to payments of the Certificates, and (ii) the amount of interest or amount treated as interest on the
Certificates and required to be included in the gross income of the Registered Owner thereof.
Section 7. FORM OF CERTIFICATES. That the form of the Certificates, including the
form of the 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
Certificates initially issued and delivered pursuant to this Ordinance, respectively, shall be in
substantially the form as set forth in Exhibit A attached hereto, with such appropriate variations,
omissions, or insertions as are permitted or required by this Ordinance. The printer ofthe Certificates
is hereby authorized to print on the Certificates (i) the form of bond counsel's opinion relating to the
Certificates, and (ii) an appropriate statement of insurance furnished by a municipal bond insurance
company providing municipal bond insurance, if any, covering all or any part of the Certificates.
Upon the delivery of the Certificates to the Purchaser, the Paying Agent/Registrar shall complete the
"Date of Delivery" on each of the Certificates.
Section 8. INTEREST AND REDEMPTION FLTNI). That a special fund or account, to
be designated the "City of Fort Worth, Texas Combination Tax and Parking Revenue Certificates of
Obligation Series 2007 Interest and Redemption Fund" (the "Interest and Redemption Fund") is
hereby created and shall be established and maintained by the Issuer. The Interest and Redemption
Fund shall be kept separate and apart from all other funds and accounts of the Issuer, and shall be
used only for paying the interest on and principal of the Certificates. All ad valorem taxes levied and
collected for and on account of the Certificates shall be deposited, as collected, to the credit of the
Interest and Redemption Fund. During each year while any of the Certificates are outstanding and
unpaid, the governing body of the Issuer shall compute and ascertain the rate and amount of ad va-
loremtax, based on the latest approved tax rolls of the Issuer, 'with full allowances being made for
tax delinquencies and the cost of tax collections, which will be sufficient to raise and produce the
money required to pay the interest on the Certificates as such interest comes due, and to provide a
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sinking fund to pay the principal of the Certificates as such principal matures, but never less than 2%
of the original amount of the Certificates as a sinking fund each year. Said rate and amount of ad
valorem tax is hereby ordered to be levied against all taxable property in the Issuer for each year while
any of the Certificates are outstanding and unpaid, and said ad valorem tax shall be assessed and
collected each such year and deposited to the credit of the Interest and Redemption Fund. Said ad
valorem taxes necessary to pay the interest on and principal of the Certificates, as such interest comes
due and such principal matures, are hereby pledged for such payment, within the limit prescribed by
law. Ifproceeds from the sale of the Certificates representing accrued interest and capitalized interest
shallbe on deposit in the Interest and Redemption Fund in advance ofthe time when ad valorem taxes
are scheduled to be levied for any year, then the amount of taxes which otherwise would have been
required to be levied may be reduced to the extent and by the amount of the accrued interest and
capitalized interest then on deposit in the Interest and Redemption Fund.
Section 9. REVElViTES. That the Certificates of Obligation are additionally secured by and
shall be payable from the Surplus Revenues. The Surplus Revenues are pledged by the City pursuant
to authority of Chapter 1504, Texas Government Code, specifically Section 1504.003 thereof. The
City shall promptly deposit the Surplus Revenues upon their receipt to the credit of the Interest and
Redemption Fund created pursuant to Section 8, to pay the principal and interest on the Certificates
of Obligation. Notwithstanding the foregoing, if accrued interest and capitalized interest received as
part of the proceeds from the sale of the Certificates is then on deposit in the Interest and Redemption
Fund, or if the City deposits or budgets to be deposited in the Interest and Redemption Fund any
other revenues, income or resources, including, without limitation, Surplus Revenues (the "Available
Revenues") and, in advance of the time when ad valorem taxes are scheduled to be levied for any
year, then the amount of taxes which otherwise would have been required to be levied may be
reduced to the extent and by the amount of the Available Revenues then on deposit or budgeted to
be deposited in the Interest and Redemption Fund.
Section 10. TRANSFER. That the Issuer shall do any and all things necessary to accomplish
the transfer of moneys to the Interest and Redemption Fund of this issue in ample time to pay such
items of principal and interest due on the Certificates as shall become due and mature on any interest
payment date, at maturity or by redemption prior to maturity. The Paying Agent/Registrar shall
destroy all paid Certificates and fi~rnish the City with an appropriate certificate of cancellation or
destruction.
Section 11. SECURITY F®R FUNDS; INVESTMENTS. (a) Securzty; Application of
Chapter 1208, Gover~imerat Code. That the Funds and Accounts created by this Ordinance shall be
secured in the manner and to the fullest extent permitted or required by law for the security of public
funds. The Interest and Redemption Fund shall be used only for the purposes and in the manner
permitted or required by this Ordinance. Chapter 1208, Texas Government Code, applies to the
issuance of the Certificates and the pledge of ad valorem taxes and the Surplus Revenues granted by
the City under Sections 8 and 9, and such pledge is therefore valid, effective, and perfected. If Texas
law is amended at any time while the Certificates are outstanding and unpaid such that the pledge of
the ad valorem taxes and Surplus Revenues granted by the City is to be subject to the filing
requirements of Chapter 9, Texas Business & Commerce Code, then in order to preserve to the
Registered Owners of the Certificates the perfection of the security interest in said pledge, the City
agrees to take such measures as it determines are reasonable and necessary under Texas law to
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comply with the applicable provisions of Chapter 9, Texas Business & Commerce Code and enable
a filing to perfect the security interest in said pledge to occur.
(b) Investrraerzts. That money in any Fund or Account established by this Ordinance may, at
the option of the City, be invested in Eligible Investments; provided that all such deposits and
investments shall have a par value (or market value when less than par) exclusive of accrued interest
at all times at least equal to the amount of money credited to such Funds or Accounts, and shall be
made in such manner that the money required to be expended from any Fund or Account will be
available at the proper time or times; and provided, further, that the investment of such moneys shall
be governed by and consistent with the City's investment policy. Such investments shall be valued
in terms of current market value as of the last day of each Fiscal Year, except that direct obligations
of the United States (State and Local Government Series) in book-entry form shall be continuously
valued at their par or face principal amount. Such investments shall be sold promptly when necessary
to prevent any default in connection with any Certificates.
Section 12. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED
CERTIFICATES. (a) Replacernerzt Certificates. That in the event any outstanding Certificate is
damaged, mutilated, lost, stolen, or destroyed, the Paying Agent/Registrar shall cause to be printed,
executed, and delivered, a new Certificate of the same principal amount, maturity, and interest rate,
as the damaged, mutilated, lost, stolen, or destroyed Certificate, in replacement for such Certificate
in the manner hereinafter provided.
(b) Application forReplacerrzerztCertificates. That application for replacement of damaged,
mutilated, lost, stolen, or destroyed Certificates shall be made by the Registered Owner thereof to the
Paying AgentlRegistrar. In every case of loss, theft, or destruction of a Certificate, the Registered
Owner applying for a replacement Certificate shall furnish to the Issuer and to the Paying
Agent/Registrar such security or indemnity as may be required by them to save each of them harmless
from any loss or damage with respect thereto. Also, in every case of loss, theft, or destruction of a
Certificate, the Registered Owner shall furnish to the Issuer and to the Paying Agent/Registrar
evidence to their satisfaction of the loss, theft, or destruction of such Certificate, as the case maybe.
In every case of damage or mutilation of a Certificate, the Registered Owner shall surrender to the
Paying Agent/Registrar for cancellation the Certificate so damaged or mutilated.
(c) No Default Occurred. That notwithstanding the foregoing provisions of this Section, in
the event any such Certificate shall have matured, and no default has occurred which is then
continuing in the payment of the principal of, redemption premium, if any, or interest on the
Certificate, the Issuer may authorize the payment of the same (without surrender thereof except in
the case of a damaged or mutilated Certificate) instead of issuing a replacement Certificate, provided
security or indemnity is furnished as above provided in this Section.
(d) Charge for Issuing Replacement Certificates. That prior to the issuance of any
replacement Certificate, the Paying Agent/Registrar shall charge the Registered Owner of such
Certificate with all legal, printing, and other expenses in connection therewith. Every replacement
Certificate issued pursuant to the provisions of this Section by virtue of the fact that any Certificate
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is lost, stolen, or destroyed shall constitute a contractual obligation of the Issuer whether or not the
lost, stolen, or destroyed Certificate shall be found at any time, or be enforceable by anyone, and shall
be entitled to all the benefits of this Ordinance equally and proportionately with any and all other
Certificates duly issued under this Ordinance.
(e) Authority for Issui~zg Replacement Certificates. That in accordance with Chapter 1206,
Texas Government Code, this Section of this Ordinance shall constitute authority for the issuance of
any such replacement Certificate without necessity of further action by the Issuer or any other body
or person, and the duty ofthe replacement of such Certificates is hereby authorized and imposed upon
the Paying Agent/Registrar, and the Paying Agent/Registrar shall authenticate and deliver such
Certificates in the form and manner and with the effect, as provided in Section 6(a) of this Ordinance
for Certificates issued in conversion and exchange of other Certificates.
Section 13. FEDERAL INCOME TAX MATTERS. That the Issuer covenants to refrain
from any action which would adversely affect, or to take such action as to ensure, the treatment of
the Certificates as obligations described in Section 103 of the Code, the interest on which is not
includable in the "gross income" of the holder for purposes of federal income taxation. In furtherance
thereof, the Issuer covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of the
Certificates (less amounts deposited to a reserve fund, if any) are used for any "private
business use," as defined in Section 141(b)(6) of the Code or, if more than 10 percent of the
proceeds are so used, that amounts, whether or not received by the Issuer, with respect to
such private business use, do not, under the terms of this Ordinance or any underlying
arrangement, directly or indirectly, secure or provide for the payment ofmore than 10 percent
of the debt service on the Certificates, in contravention of Section 141(b)(2) of the Code;
(b) to take any action to assure that in the event that the "private business use"
described in subsection (a) hereof exceeds 5 percent of the proceeds of the Certificates (less
amount deposited into a reserve fund, if any) then the amount in excess of 5 percent is used
fora "private business use" which is "related" and not "disproportionate", within the meaning
of Section 141(b)(3) of the Code, to the governmental use;
(c) to take any action to assure that no amount which is greater than the lesser of
$5,000,000, or five percent of the proceeds of the Certificates (less amounts deposited into
a reserve fund, if any) is directly or indirectly used to finance loans to persons, other than
state or local governmental units, in contravention of Section 141(c) of the Code;
(d) to refrain from taking any action which would otherwise result in the Certificates
being treated as "private activity bonds" within the meaning of Section 141(b) of the Code;
(e) to refrain from taking any action that would result in the Certificates being "feder-
ally guaranteed" within. the meaning of Section 149(b) of the Code;
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(fJ to refrain from using any portion of the proceeds of the Certificates, directly or
indirectly, to acquire or to replace funds which were used, directly or indirectly, to acquire
investment property (as defined in Section 148(b)(2) of the Code) which produces a
materially higher yield over the term of the Certificates, other than investment property
acquired with -
(1) proceeds ofthe Certificates invested for areasonable temporaryperiod
of three years or less until such proceeds are needed for the purpose for which the
Certificates are issued,
(2) amounts invested in a bona fide debt service fund, within the meaning
of Section 1.148-1(b) of the Regulations, and
(3) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Certificates;
(g) to otherwise restrict the use of the proceeds of the Certificates or amounts treated
as proceeds ofthe Certificates, as maybe necessary, so that the Certificates do not otherwise
contravene the requirements of Section 148 of the Code (relating to arbitrage) and, to the ex-
tent applicable, Section 149(d) of the Code (relating to advance refundings); and
(h) to pay to the United States of America at least once during each five-year period
(beginning on the date of delivery of the Certificates) an amount that is at least equal to 90
percent of the "Excess Earnings," within the meaning of Section 148(fJ of the Code and to
pay to the United States of America, not later than 60 days after the Certificates have been
paid in full, 100 percent of the amount then required to be paid as a result of Excess Earnings
under Section 148(f) of the Code.
For purposes of the foregoing (a) and (b), the Issuer understands that the term "proceeds" includes
"disposition proceeds" as defined in the regulations promulgated by the U.S. Department of the.
Treasury pursuant to the Code (the "Regulations") and, in the case of refunding bonds, transferred
proceeds (if any) and proceeds of the refunded bonds expended prior to the date of issuance of the
Certificates. It is the understanding of the Issuer that the covenants contained herein are intended to
assure compliance with the Code, the Regulations, or rulings promulgated by the U.S. Department
of the Treasury pursuant to the Code. In the event that regulations or rulings are hereafter
promulgated which modify or expand provisions of the Code, as applicable to the Certificates, the
Issuer will not be required to comply with any covenant contained herein to the extent that such
failure to comply, in the opinion ofnationally-recognized bond counsel, will not adversely affect the
exemption from federal income taxation of interest on the Certificates under Section 103 ofthe Code.
In the event that regulations or rulings are hereafter promulgated which impose additional
requirements which are applicable to the Certificates, the Issuer agrees to comply with the additional
requirements to the extent necessary, in the opinion of nationally-recognized bond counsel, to
preserve the exemption from federal income taxation of interest on the Certificates under Section 103
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of the Code. In furtherance of such intention, the Issuer hereby authorizes and directs the Mayor,
the City Manager, any Assistant City Manager, and the Chief Financial Officer of the City to execute
any documents, certificates or reports required by the Code, and to make such elections on behalf of
the Issuer which maybe permitted by the Code as are consistent with the purpose for the issuance
of the Certificates.
In order to facilitate compliance with clause (h) above, a "Rebate Fund" is hereby established
and held by the Issuer for the sole benefit of the United States of .America, and such Fund shall not
be subject to the claim of any other person, including without limitation the holders of the
Certificates. The Rebate Fund is established for the additional purpose of compliance with Section
148 of the Code.
Section 14. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR THE
PROJECT. That the Issuer covenants to account for the expenditure of proceeds from the sale of
the Certificates and any investment earnings thereon to be used for the purposes described in Section
2 of this Ordinance (each such purpose shall be referred to herein, Section 15 and Section 19 hereof
as a "Project") on its books and records in accordance with the requirements of the Code. The Issuer
recognizes that in order for the proceeds to be considered used for the reimbursement of costs, the
proceeds must be allocated to expenditures within 18 months of the later of the date that (a) the
expenditure on a Project is made or (b) such Project is completed; but in no event later than three
years after the date on which the original expenditure is paid. The foregoing notwithstanding, the
Issuer recognizes that in order for the proceeds to be expended under the Code, the sale proceeds or
investment earnings must be expended no more than 60 days after the later of (a) the fifth anniversary
of the date of delivery of the Certificates or (b) the date the Certificates are retired. The Issuer agrees
to obtain the advise ofnationally-recognized bond counsel if such expenditure fails to comply with
the foregoing to assure that such expenditure will not adversely affect the tax-exempt status of the
Certificates. For purposes hereof, the Issuer shall not be obligated to comply with this covenant if
it obtains an opinion from nationally-recognized bond counsel to the effect that such failure to comply
will not adversely affect the excludability for federal income tax purposes from gross income of the
interest.
Section 15. DISPOSITION OF PROJECT. That the Issuer covenants that the property
constituting a Project will not be sold or otherwise disposed in a transaction resulting in the receipt
by the Issuer of cash or other compensation, unless the Issuer obtains an opinion of nationally-
recognized bond counsel substantially to the effect that such sale or other disposition will not
adversely affect the tax-exempt status of the Certificates. For purposes of this Section, the portion
of the property comprising personal property and disposed of in the ordinary course of business shall
not be treated as a transaction resulting in the receipt of cash or other compensation. For purposes
of this Section, the Issuer shall not be obligated to comply with this covenant if it obtains an opinion
of anationally-recognized bond counsel to the effect that such failure to comply will not adversely
affect the excludability for federal income tax purposes from gross income of the interest.
Section 16. CONTINUING DISCLOSURE OBLIGATION. (a) A~anual Reports. The
City shall provide annually to each 1`~RMSIR and any SID, within. six months after the end of each
fiscal year ending in or after 2007, financial information and operating data with respect to the City
of the general type described in Exhibit B hereto. Any financial statements so to be provided shall
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be (1) prepared in accordance with the accounting principles described in Exhibit B hereto, or such
other accounting principles as the City may be required to employ from time to time pursuant to state
law or regulation, 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 the audit of such financial
statements is not complete within such period, then the City shall provide unaudited financial
statements by the required time, and shall provide audited financial statements for the applicable fiscal
year to each NRMSIR and any SID, when and if the audit report on such statements becomes
available.
(ii) 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 maybe set forth in full in one
or more documents or maybe 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.
(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 Certificates, if such
event is material within the meaning of the federal securities laws:
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
Certificates;
7. Modifications to rights of holders of the Certificates;
8. Certificate calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the
Certificates; and
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 subsection. Any filing under this Section maybe
made solely by transmitting such filing to the MAC as provided at http://www.disclosureusa.or~,
unless the SEC has withdrawn the interpretive advice stated in its letter to the MAC dated September
7, 2004.
(d) Limitations, Disclaimers, and Amendments. (i) The City shall be obligated to observe
and perform the covenants specified in this Section for so long as, but only for so long as, the City
remains an "obligated person" with respect to the Certificates within the meaning of the Rule, except
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that the City in any event will give notice of any deposit made in accordance with this Ordinance or
applicable law that causes any Certificates no longer to be outstanding.
(ii) The provisions of this Section are for the sole benefit of the holders and beneficial owners
of the Certificates, 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 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 Certificates
at any future date.
(iii) UNDERNO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE HOLDER
OR BENEFICIAL OWNER OF ANY CERTIFICATE OR ANY 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
PERFORS/IANCE.
(iv) No default by the City in observing or performing its obligations under this Section shall
comprise a breach of or default under the 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.
(v) The provisions of this Section may be amended by the City from time to time to adapt to
changed circumstances that arise 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 Certificates in the
primary offering of the Certificates incompliance with the Rule, taking into account any amendments
or interpretations ofthe Rule since such offering 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) ofthe outstanding Certificates
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 interest of
the holders and beneficial owners of the Certificates. If the City so amends the provisions of this
Section, it shall include with any amended financial information or operating data next provided in
accordance with subsection (b) of this Section an explanation, in narrative form, of the reason for the
amendment and of the impact of any change in the type of financial information or operating data so
provided. The City may also amend or repeal the provisions of this continuing disclosure agreement
ifthe SEC amends or repeals the applicable provision of the Rule or a court of final jurisdiction enters
judgment that such provisions of the Rule are invalid, but only if and to the extent that the provisions
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of this sentence would not prevent an underwriter from lawfully purchasing or selling Certificates in
the primary offering of the Certificates.
Section 17. DTC REGISTRATION. That should the terms of the Purchase Agreement so
provide, the Certificates initially shall be issued and delivered in such manner that no physical
distribution of the Certificates will be made to the public, and The Depository Trust Company
("DTC"), New York, New York, initially may act as depository for the Certificates. DTC has
represented that it is a limited purpose trust company incorporated under the laws ofthe State ofNew
York, a member of the Federal Reserve System, a "clearing corporation" within. the meaning of the
New York Uniform Commercial Code, and a "clearing agency" registered under Section 17A of the
Securities Exchange Act of 1934, as amended, and the City accepts, but in no way verifies, such
representations. The definitive Certificates delivered to the Purchaser may be registered in the name
of CEDE & CO., the nominee of DTC, if the terms ofthe Purchase Agreement so provide. DTC may
hold the Certificates on behalf of the Purchaser. So long as each Certificate is registered in the name
of CEDE & CO., the Paying Agent/Registrar shall treat and deal with DTC the same in all respects
as if it were the actual and beneficial owner thereof. DTC may maintain abook-entry system which
will identify ownership of the Certificates in integral amounts of $5,000, with transfers of ownership
being effected on the records of DTC and its participants pursuant to rules and regulations established
by them, and that, if the terms of the Purchase Agreement so provide, the Certificates initially
deposited with DTC shall be immobilized and not be further exchanged for substitute Certificates
except as hereinafter provided. The City is not responsible or liable for any functions of DTC, will
not be responsible for paying any fees or charges with respect to its services, will not be responsible
or liable for maintaining, supervising, or reviewing the records of DTC or its participants, or
protecting any interests or rights of the beneficial owners of the Certificates. Should the terms of the
Purchase Agreement so provide, it shallbe the duty ofthe DTC Participants to make all arrangements
with DTC to establish this book-entry system, the beneficial ownership of the Certificates, and the
method of paying the fees and charges of DTC. The City does not represent, nor does it in any way
covenant that any book-entry system established with DTC will be maintained in the future. If for
anyreason should any ofthe originally delivered Certificates duly file with the Paying Agent/Registrar
with proper request for transfer and substitution, as provided for in this Ordinance, substitute
Certificates will be duly delivered as provided in this Ordinance, and there will be no assurance or
representation that any book-entry system will be maintained for such Certificates. Should there be
established abook-entry system with DTC, the City heretofore has executed a "Blanket Letter of
Representations" prepared by DTC in order to implement the book-entry system described above.
Section 18. DEFAULT AND REMEDIES.
(a) Events of Default. Each of the following occurrences or events for the purpose of this
Ordinance is hereby declared to bean "Event of Default":
(i) the failure to make payment ofthe principal ofor interest on any ofthe Certificates
when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the City, the failure to perform which materially, adversely affects the rights of
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the Registered Owners of the Certificates, including, but not limited to, their prospect or
ability to be repaid in accordance with this Ordinance, and the continuation thereof for a
period of 60 days after notice of such default is given by any Registered Owner to the City.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
Registered Owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the City, or any official, officer or employee
of the City in their official capacity, for the purpose of protecting and enforcing the rights of
the Registered Owners under this Ordinance, by mandamus or other suit, action or special
proceeding in equity or at law, in any court of competent jurisdiction, for any relief permitted
by law, including the specific performance of any covenant or agreement contained herein,
or thereby to enjoin any act or thing that maybe unlawful or in violation of any right of the
Registered Owners hereunder or any combination of such remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all Registered Owners of Certificates then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved 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 given hereunder or under the Certificates or now or
hereafter existing at law or in equity; provided, however, that notwithstanding any other
provision of this Ordinance, the right to accelerate the debt evidenced by the Certificates shall
not be available as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
(iii) By accepting the delivery of a Certificate authorized under this Ordinance, such
Registered Owner agrees that the certifications required to effectuate any covenants or
representations contained in this Ordinance do not and shall never constitute or give rise to
a personal or pecuniary liability or charge against the officers, employees or trustees of the
City or the City Council.
(iv) None of the members of the City Council, nor any other official or officer, agent,
or employee of the City, shall be charged personally by the Registered Owners with any
liability, or be held personally liable to the Registered Owners under any term or provision of
this Ordinance, or because of any Event of Default or alleged Event of Default under this
Ordinance.
Section 19. SALE. That the sale of the Certificates to the Purchaser pursuant to the terms
of the Purchase Agreement is hereby authorized, ratified and confirmed. It is hereby officially found,
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determined and declared that the Certificates were sold at terms that were the most advantageous
reasonably obtained. The City Manager is authorized to execute the Purchase Agreement on behalf
of the City, in substantially the form attached to this Ordinance as Exhibit B. Any accrued interest
and capitalized interest received from the sale of the Certificates shall be deposited to the Interest and
Redemption Fund, and any proceeds representing premium on the Certificates shall be used in a
manner consistent with the provisions of Section 1201.041(d), Texas Government Code, to the extent
the sum of the principal amount of the Certificates and premium received that maybe expended on
the Projectdoes not exceed $23,000,000.
Section 20. CUSTODY, APPROVAL, AND REGISTRATION OF CERTIFICATES.
That the City Manager or the designee thereof is hereby authorized to have control of the Certificates
initially issued and delivered hereunder and all necessary records and proceedings pertaining to the
Certificates pending their delivery and their investigation, examination, and approval by the Attorney
General of the State of Texas, and their registration by the Comptroller of Public Accounts of the
State of Texas. Upon registration of the Certificates said Comptroller of Public Accounts (or a
deputy designated in writing to act for said Comptroller) shall manually sign the Comptroller's
Registration Certificate attached to such Certificates, and the seal of said Comptroller shall be
impressed, or placed in facsimile, thereon.
Section 21. OFFICIALS AUTHORIZED TO ACT ON BEHALF OF THE CITY. That
the Mayor, the City Secretary, the City Manager, any Assistant City Manager or the Chief Financial
Officer of the City, and all other officers, employees, and agents of the City, and each of them, shall
be and they are hereby expressly authorized, empowered, and directed from time to time and at any
time to do and perform all such acts and things and to execute, acknowledge, and deliver in the name
and under the seal and on behalf of the City all such instruments, whether or not herein mentioned,
as may be necessary or desirable in order to carry out the terms and provisions of this Ordinance, the
Certificates, the offering documents prepared in connection with the sale of the Certificates, or the
Paying Agent/Registrar Agreement. Incase any officer whose signature appears on any Certificate
shall cease to be such officer before the delivery of such Certificate, such signature shall nevertheless
be valid and sufficient for all purposes the same as if he or she had remained in office until such
delivery.
Section22. INTEREST EARNINGS. That the interest earnings derived fromthe investment
of proceeds from the sale of the Certificates may be used along with other proceeds for the
construction of the permanent improvements set forth in Section 2 hereof for which the Certificates
are issued; provided that after completion of such permanent improvements, if any of such interest
earnings remain on hand, such interest earnings shall be deposited in the Interest and Redemption
Fund. It is further provided, however, that any interest eanaings on proceeds which are required to
be rebated to the United States of America pursuant to this Ordinance hereof in order to prevent the
Certificates from being arbitrage bonds shall be so rebated and not considered as interest earnings for
the purposes of this Section.
Section 23. DEFEASANCE. (a) Defeased Ce~~tificates. That any Certificate and the
interest thereon shall be deemed to be paid, retired and no longer outstanding (a "Defeased
Certificate") within the meaning of this Ordinance, except to the extent provided in subsection (c) of
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this Section, when payment of the principal of such Certificate, plus interest thereon to the due date
(whether such due date be by reason of maturity or otherwise) either (i) shall have been made or
caused to be made in accordance with the terms thereof, or (ii) shall have been provided for on or
before such due date by irrevocably depositing with or making available to the Paying
Agent/Registrar in accordance with an escrow agreement or other instrument (the "Future Escrow
Agreement") for such payment (1) lawful money of the United States of America sufficient to make
such payment or (2) Defeasance Securities that mature as to principal and interest in such amounts
and at such times as will insure the availability, without reinvestment, of sufficient money to provide
for such payment, and when proper arrangements have been made by the Issuer with the Paying
Agent/Registrar for the payment of its services until all Defeased Certificates shall have become due
and payable. At such time as a Certificate shall be deemed to be a Defeased Certificate hereunder,
as aforesaid, such Certificate and the interest thereon shall no longer be secured by, payable from, or
entitled to the benefits of, the ad valorem taxes or revenues herein levied and pledged as provided in
this Ordinance, and such principal and interest shall be payable solely from such money or Defeasance
Securities. Notwithstanding any other provision of this Ordinance to the contrary, it is hereby
provided that any determination not to redeem Defeased Certificates that is made in conjunction with
the payment arrangements specified in subsection 23(a)(i) or (ii) shall not be irrevocable, provided
that in the proceedings providing for such payment arrangements, the Issuer expressly (1) reserves
the right to call the Defeased Certificates for redemption; (2) gives notice of the reservation of that
right to the owners of the Defeased Certificates immediately following the making of the payment
arrangements; and (3) directs that notice of the reservation be included in anyredemption notices that
it authorizes.
(b) bvestment in Defeasance Securities. Any moneys so deposited with the Paying
Agent/Registrar may at the written direction of the Issuer be invested in Defeasance Securities,
maturing in the amounts and times as hereinbefore set forth, and all income from such Defeasance
Securities received by the Paying Agent/Registrar that is not required for the payment of the
Certificates and interest thereon, with respect to which such money has been so deposited, shall be
turned over to the Issuer, or deposited as directed in writing by the Issuer. Any Future Escrow
Agreement pursuant to which the money and/or Defeasance Securities are held for the payment of
Defeased Certificates may contain provisions permitting the investment or reinvestment of such
moneys in Defeasance Securities or the substitution of other Defeasance Securities upon the
satisfaction of the requirements specified in subsection 23(a)(i) or (ii). All income from such
Defeasance Securities received by the Paying Agent/Registrar which is not required for the payment
of the Defeased Certificates, with respect to which such money has been so deposited, shall be
remitted to the Issuer or deposited as directed in writing by the Issuer.
(c) Paying Agent/Registrar Sewices. Until all Defeased Certificates shall have become
due and payable, the Paying Agent/Registrar shallperform the services of Paying Agent/Registrar for
such Defeased Certificates the same as if they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required by this Ordinance.
(d) Selection of Certificates forDefeasance. In the event that the Issuer elects to defease
less than all of the principal amount of Certificates of a maturity, the Paying Agent/Registrar shall
select, or cause to be selected, such amount of Certificates by such random method as it deems fair
and appropriate.
-21-
Section 24. PREAMBLE. That the findings set forth in the preamble to this Ordinance are
hereby incorporated into the body of this Ordinance and made a part hereof for all purposes.
Section25. RULES OF CONSTRUCTION. That for allpurposes ofthis Ordinance, unless
the context requires otherwise, all references to designated Sections and other subdivisions are to the
Sections and other subdivisions of this Ordinance. The words "herein", "hereof' and "hereunder"
and other words of similar import refer to this Ordinance as a whole and not to any particular Section
or other subdivision. Except where the context otherwise requires, terms defined in this Ordinance
to impart the singular number shall be considered to include the plural number and vice versa.
References to any named person means that parry and its successors and assigns. References to any
constitutional, statutory or regulatory provision means such provision as it exists on the date this
Ordinance is adopted by the City and any future amendments thereto or successor provisions thereof.
Any reference to the payment of principal in this Ordinance shall be deemed to include the payment
of any mandatory sinking fund redemption payments as described herein. The titles and headings
of the Sections and subsections of this Ordinance have been inserted for convenience of reference
only and are not to be considered a part hereof and shall not in any way modify or restrict any of the
terms or provisions hereof.
Section 26. IMMEDIATE EFFECT. That in accordance with the provisions of Section
1201.028, Texas Government Code, this Ordinance shall be effective immediately upon its adoption
by the City Council.
Section 27. OPEN MEETING. That it is hereby officially found and determined that the
meeting at which this Ordinance was passed 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, as amended.
ADOPTED this 9th day of January;
ATTEST:
11 V
City Secretary, C of Fort Wort ,Texas
AP OVED AS TO FORM AND LEGALITY:
auec~ ~ ._
City Attorney, City ort Worth, Texas
Exhibit A
to
Ordinance
NO.
FORM OF CERTIFICATE
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTIES OF Tp~ILitANT AND DENTON
CITY OF FORT WORTH, TEXAS
COMBINATION TAX AND PARKING REVENUE
CERTIFICATES OF OBLIGATION
SERIES 2007
MATURITY DATE INTEREST RATE DATE OF DELIVERY CUSIl'
2007
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF FORT WORTH,
TEXAS (the "City" or the "Issuer"), being a political subdivision of the State of Texas, hereby
promises to payto , or to the
registered assignee hereof(eitherbeing hereinafter called the "registered owner") the principal amount
of
DOLLARS
and to pay interest thereon, from the Date of Delivery specified above, to the Maturity Date specified
above, or the date of its redemption prior to scheduled maturity, at the interest rate per annum
specified above, with said interest payable on September 1, 2007, and semiannually on each March
1 and September 1 thereafter; except that if this Certificate is required to be authenticated and the
date of its authentication is later than September 1, 2007, such interest is payable semiannually on
each March 1 and September 1 following such date.
THE PRINCIl'AL OF AND INTEREST ON this Certificate are payable in lawful money of
the United States of America, without exchange or collection charges. At maturity or redemption
prior to maturity, the principal of this Certificate shall be paid to the registered owner hereof upon
presentation and surrender of this Certificate at the designated corporate trust office in Fort Worth,
Texas (the "Designated Trust Office"), of Wells Fargo Bank, National Association, which is the
"Paying Agent/Registrar" for this Certificate. The payment of interest on this Certificate shall be
made by the Paying Agent/Registrar to the registered owner hereof on each interest payment date by
check, dated as of such interest payment date, drawn by the Paying Agent/Registrar on, and payable
solely from, funds of the Issuer required by the ordinance authorizing the issuance of this Certificate
(the "Certificate Ordinance") to be on deposit with the Paying Agent/Registrar for such purpose as
hereinafter provided; and such check shall be sent by the Paying Agent/Registrar by United States
mail, first-class, postage prepaid, on each such interest payment date, to the registered owner hereof,
at its address as it appeared on the last Business Day (as defined in the Certificate Ordinance) of the
month preceding each such date (the "Record Date") on the Registration Books kept by the Paying
Agent/Registrar, as hereinafter described. Any accrued interest due at maturity or redemption as
provided herein shall be paid to the registered owner upon presentation and surrender of this
Certificate for payment at the Designated Trust Office of the Paying Agent/Registrar. The Issuer
covenants with the registered owner of this Certificate that on or before each principal and interest
payment date for this Certificate it will make available to the Paying Agent/R.egistrar, from the
"Interest and Redemption Fund" created by the Certificate Ordinance, the amounts required to
provide for the payment, in immediately available funds, of all principal of and interest on the
Certificates, when due. All Certificates ofthis Series are issuable solely as fullyregistered certificates,
without interest coupons, in any integral multiple of $5,000 (an "Authorized Denomination").
IN THE EVENT OFNON-PAYMENT of interest on a scheduled payment date, and for 30
days thereafter, a new record date for such interest payment (a "Special Record Date") will be
established by the Paying Agent/Registrar, if and when funds for the payment of such interest have
been received from the Issuer. Notice of the Special Record Date and of the scheduled payment date
of the past due interest ("Special Payment Date", which shall be 15 days after the Special Record
Date) shall be sent at least five business days prior to the Special Record Date by United States mail,
first-class postage prepaid, to the address of each registered owner of a Certificate appearing on the
Registration Books kept by the Paying Agent/Registrar at the close of business on the last business
day next preceding the date of mailing of such notice.
IF THE DATE for the payment of the principal of or interest on this Certificate shall be a
Saturday, Sunday, a legal holiday, or a day on which banking institutions in the city where the
Designated Trust Office of the Paying Agent/Registrar is located are authorized by law or executive
order to close, then the date for such payment shall be the next succeeding day which is not such a
Saturday, Sunday, legal holiday, or day on which banking institutions are authorized to close; and
payment on such date shall have the same force and effect as if made on the original date payment
was due.
THIS CERTIFICATE is one of a Series of Certificates dated January 1, 2007, authorized in
accordance with the Constitution and laws of the State of Texas in the principal amount of
$20,935,000, FOR THE PURPOSE OF PROVIDING PART OF THE FUNDS FOR PAYII~TG
CONTRACTUAL OBLIGATIONS TO BE INC:IJRRED BY THE CITY, TO-WIT, the construction
and equipping of a parking garage located in the vicinity of the Fort Worth Convention Center (the
"Parking Garage"), and the construction of improvements to such building; and the payment of fiscal,
engineering and legal fees incurred in connection therewith.
ON MARCH 1, 2017, or on any date thereafter, the Certificates of this Series maturing on
March 1, 2018 and thereafter maybe redeemed prior to their scheduled maturities, at the option of
the Issuer, in whole, or in part in any Authorized Denomination, at par and accrued interest to the
date fixed for redemption. The years of maturity of the Certificates called for redemption at the
option of the Issuer prior to stated maturity shall be selected by the Issuer. The Certificates or
portions thereof redeemed within a maturity shall be selected by lot or other method by the Paying
Agent/Registrar; provided, that during any period in which ownership of the Certificates is
determined only by a book entry at a securities depository for the Certificates, if fewer than all of the
Certificates of the same maturity and bearing the same interest rate are to be redeemed, the particular
Certificates of such maturity and bearing such interest rate shall be selected in accordance with the
arrangements between the Issuer and the securities depository.
AT LEAST 30 days prior to the date fixed for any such redemption (a) a written notice of
such redemption shall be given to the registered owner of each Certificate or a portion thereof being
called for redemption by depositing such notice in the United States mail, first class postage prepaid,
addressed to each such registered owner at his address shown on the Registration Books of the
Paying Agent/Registrar and (b) notice of such redemption either shall be published one (1) time in
or posted electronically on the website of a financial journal or publication of general circulation in
the United States of .America or the State of Texas carrying as a regular feature notices of municipal
bonds called for redemption; provided, however, that the failure to send, mail, or receive such notice
described in (a) above, or any defect therein or in the sending or mailing thereof, shall not affect the
validity or effectiveness of the proceedings for the redemption of any Certificate, and the Ordinance
provides that the provision of notice as described in (b) above shall be the only notice actually
required in connection with or as a prerequisite to the redemption of any Certificate. By the date
fixed for any such redemption due provision shall be made by the Issuer with the Paying
Agent/Registrar for the payment of the required redemption price for this Certificate or the portion
hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption.
If such notice of redemption is given, and if due provision for such payment is made, all as provided
above, this Certificate, or the portion hereof which is to be so redeemed, thereby automatically shall
be redeemed prior to its scheduled maturity, and shall not bear interest after the date fixed for its
redemption, and shall not be regarded as being outstanding except for the right of the registered
owner to receive the redemption price plus accrued interest to the date faced for redemption from the
Paying Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar
shall record in the Registration Books all such redemptions of principal of this Certificate or any
portionhereof. If a portion of any Certificate shallbe redeemed a substitute Certificate or Certificates
having the same maturity date, bearing interest at the same rate, in any Authorized Denomination, at
the written request of the registered owner, and in aggregate principal amount equal to the unre-
deemed portion thereof, will be issued to the registered owner upon the surrender thereof for
cancellation, at the expense of the Issuer, all as provided in the Ordinance.
AS PROVIDED IN THE CERTIFICATE ORDINANCE, this Certificate may, at the request
of the registered owner or the assignee or assignees hereof, be assigned, transferred, and exchanged
for a like aggregate principal amount of fullyregistered certificates, without interest coupons, payable
to the appropriate registered owner, assignee, or assignees, as the case may be, having the same
maturity date, and bearing interest at the same rate, in any Authorized Denomination as requested in
writing by the appropriate registered owner, assignee, or assignees, as the case may be, upon
surrender of this Certificate to the Paying Agent/R.egistrar at its Designated Trust Office for
cancellation, all in accordance with the form and procedures set forth in the Certificate Ordinance.
Among other requirements for such assignment and transfer, this Certificate must be presented and
surrendered to the Paying Agent/Registrar at its Designated Trust Office, together with proper
instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying
Agent/Registrar, evidencing assignment of this Certificate or any portion or portions hereof in any
Authorized Denomination to the assignee or assignees in whose name or names this Certificate or any
such portion or portions hereof is or are to be transferred and registered. The form of Assignment
printed or endorsed on this Certificate may be executed by the registered owner to evidence the
assignment hereof, but such method is not exclusive, and other instruments of assignment satisfactory
to the Paying Agent/Registrar may be used to evidence the assignment of this Certificate or any
portion or portions hereof from time to time by the registered owner. The foregoing notwithstanding,
in the case of the exchange of an assigned and transferred Certificate or Certificates or any portion
or portions thereof, such fees and charges of the Paying Agent/Registrar will be paid by the Issuer.
The one requesting such exchange shall pay the Paying Agent/Registrar's reasonable standard or
customary fees and charges for exchanging any Certificate or portion thereof. In any circumstance,
any taxes or governmental charges required to be paid with respect thereto shall be paid by the one
requesting such assignment, transfer, or exchange as a condition precedent to the exercise of such
privilege. In any circumstance, neither the Issuer nor the Paying Agent/Registrar shall be required
(1) to make any transfer or exchange during a period beginning at the opening of business 30 days
before the day of the first mailing of a notice of redemption of the Certificates and ending at the close
of business on the day of such mailing, or (2) to transfer or exchange any Certificates so selected for
redemption when such redemption is scheduled to occur within 30 calendar days.
WE~NEVER the beneficial ownership of this Certificate is determined by a book entry at a
securities depository for the Certificates, the foregoing requirements of holding, delivering or
transferring this Certificate shall be modified to require the appropriate person or entity to meet the
requirements of the securities depository as to registering or transferring the book entry to produce
the same effect.
IN THE EVENT any Paying Agent/R.egistrar for the Certificates is changed by the Issuer,
resigns, or otherwise ceases to act as such, the Issuer has covenanted in the Certificate Ordinance that
it promptly will appoint a competent and legally qualified substitute therefor, and promptly will cause
written notice thereof to be mailed to the registered owners of the Certificates.
IT IS HEREBY certified, recited and covenanted that this Certificate has been duly and
validly authorized, issued, and delivered; that all acts, conditions, and things required or proper to be
performed, exist, and be done precedent to or in the authorization, issuance, and delivery of this
Certificate have been performed, existed, and been done in accordance with law; that this Certificate
is a direct obligation of said Issuer, issued on the full faith and credit thereof, and that annual ad
valorem taxes sufficient to provide for the payment of the interest on and principal of this Certificate,
as such interest comes due and such principal matures, have been levied and ordered to be levied
against all taxable property in said Issuer, and have been pledged for such payment, within the limit
prescribed by law; and that a pledge of the surplus revenues from the operation of the Parking Garage
remaining after payment of all operation and maintenance expenses thereof have been pledged as
additional security for the Certificates.
BY BECOMING the registered owner of this Certificate, the registered owner thereby
acknowledges all of the terms and provisions ofthe Certificate Ordinance, agrees to be bound by such
terms and provisions, acknowledges that the Certificate Ordinance is duly recorded and available for
inspection in the official minutes and records of the Issuer, and agrees that the terms and provisions
of this Certificate and the Certificate Ordinance constitute a contract between each registered owner
hereof and the Issuer.
IN WITNESS WHEREOF, this Certificate has been signed with the manual or facsimile
signature of the Mayor of the Issuer, attested by the manual or facsimile signature of the City
Secretary, and approved as to form and legality with the manual or facsimile signature of the City
Attorney, and the official seal of the Issuer has been duly affixed to, or impressed, or placed in
facsimile, on this Certificate.
City Secretary
APPROVED AS TO FORM AND LEGALITY:
xxxxx
City Attorney
Mayor
(SEAL)
FORM OF PAYIl~TG AGENT/REGISTRAR.'S AUTHENTICATION CERTIFICATE
PAYIl~TG AGENTlREGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Certificate of Obligation has been issued under the provisions
of the proceedings adopted by the Issuer as described in the text of this Certificate of Obligation; and
that this Certificate of Obligation has been issued in exchange for or replacement of a certificate of
obligation, certificates of obligation, or a portion of a certificate of obligation or certificates of
obligation of an issue which originally was approved by the Attorney General of the State of Texas
and registered by the Comptroller of Public Accounts of the State of Texas.
Dated
WELLS FARGO BANK, NATIONAL
ASSOCIATION,
Paying Agent/Registrar
By
Authorized Representative
*FORM OF COMPTROLLER'S CERTIFICATE ATTACHED TO
THE CERTIFICATES UPON II~TITIAL DELIVERY THEREOF
OFFICE OF COMPTROLLER
STATE OF TEXAS
REGISTER NO.
I hereby certify that this Certificate of Obligation has been examined, certified as to validity,
and approved by the Attorney General of the State of Texas, and that this Certificate of Obligation
has been registered by the Comptroller of Public Accounts of the State of Texas.
WITNESS MY HAND and seal of office at Austin, Texas this
(SEAL)
Comptroller of Public Accounts of
the State of Texas
NOTE:
*"~ to accompany initial certificates only
FORM OF ASSIGN[VIENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto
(Please insert Social Security or Taxpayer Identification Number of Transferee)
(Please print or typewrite name and address, including zip code of Transferee)
the within Certificate of Obligation and all rights thereunder, and hereby irrevocably constitutes
and appoints
attorney to
register the transfer of the within Certificate of Obligation on books kept for registration thereof,
with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by
a member firm of the New York Stock
Exchange or a commercial bank or trust
company.
NOTICE: The signature above must
correspond with the name of the Registered
Owner as it appears upon the front of this
Certificate in every particular, without
alteration or enlargement or any change
whatsoever.
The printer of the Certificates is hereby authorized to print on the Certificates (i) the form of bond
counsel's opinion relating to the Certificates, and (ii) an appropriate statement of insurance furnished
by a municipal bond insurance company providing municipal bond insurance, if any, covering all or
any part of the Certificates.
INSERTIONS FOR THE INITIAL CERTIFICATE
The Initial Certificate shall be in the form set forth in this Exhibit A, except that:
A. Immediately under the name ofthe Certificate, the headings "INTEREST RATE"
and "MATURITY DATE" shall be completed with the words "As shown below" and
the heading "CUSIP NO." shall be deleted.
B. The first paragraph shall be deleted and the following wilt be inserted:
"THE CITY OF FORT WORTH, TEXAS (the "City" or the "Issuer"), being a political
subdivision of the State of Texas, hereby promises to pay to , or to the registered
assignee thereof (either being hereinafter called the "registered owner"), on March 1 in each of the
years set forth in the following schedule, the principal installments set forth in the following schedule,
with such principal installments bearing interest at the per annum rates set forth in the following
schedule:
Years Principal Installments Interest Rates
(Information from Sections 3 and 5 to be inserted)
The City promises to pay interest on the unpaid principal installments hereof (calculated on the basis
of a 360-day year consisting of twelve 30-day months) from the Date of Delivery shown above at the
respective interest rates per annum specified above. Interest is payable on September 1, 2007 and
semiannually thereafter on each March 1 and September 1 thereafter to the date of payment of the
principal installment specified above; except that ifthis Certificate is required to be authenticated and
the date of its authentication is later than September 1, 2007, such interest is payable semiannually
on each March 1 and September 1 following such date.
C. The Initial Certificate shall be numbered "T-1 ".
Exhibit B
to
Ordinance
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 16 of this Ordinance.
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided annually
in accordance with such Section are as specified below:
The City has heretofore filed with each NRMSTR and the SID its official statement with
respect to that certain issue of $46,230,000 City of Fort Worth, Texas General Purpose Refunding
Bonds, Series 2004. In the ordinance authorizing the issuance of such Bonds, the City agreed to
update annually financial information and operating data with respect to the City of the general type
included in such official statement in tables 1 through 6, inclusive, and 8 through 15, inclusive,
contained in such official statement, and Appendix B to such Official Statement, "Excerpts from the
Annual Financial Report of the City of Fort Worth, Texas". The above-described financial
information and operating data with respect to the City is hereby incorporated by reference, and in
Section 16 of this Ordinance the City has agreed to annually update such financial information and
operating data in accordance with Rule 15c2-12, promulgated by the United States Securities and
Exchange Commission.
Accounting Principles
The accounting principles referred to in Section 16 of this Ordinance are the accounting
principles described in the notes to the annual financial report referred to above.
EXHIBIT C
BOND PURCHASE AGREEMENT
THE STATE OF TEXAS
COUNTIES OF TARRA~T AND DENTON
CITY OF FORT WORTH
I, Marty Hendrix, City Secretary of the City of Fort Worth, in the State of Texas, do hereby
certify that I have compared the attached and foregoing excerpt from the minutes of the regular,
open, public meeting of the City Council of the City of Fort Worth, Texas held on January 9, 2007,
and of the ordinance authorizing the issuance of Combination Tax and Parking Revenue Certificates
of Obligation, Series 2007, which was duly passed at said meeting, and that said copy is a true and
correct copy of said excerpt and the whole of said ordinance.
In testimony whereof, I have set my hand and have hereunto affixed the seal of said City of
Fort Worth, this day of January, 2007.
City Secretary, City of Fort Worth, Texas
(SEAL)
Page 1 of 2
City of Fort 1~/orth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 1/9/2007 -Ordinance No. 17363-01-2007
DATE: Tuesday, January 09, 2007
LOG NAME: 130007PARKING REFERENCE NO.: G-15572
SUBJECT:
Adopt Ordinance Providing for the Issuance of City of Fort Worth, Texas Combination Tax and
Parking Revenue Certificates of Obligation, Series 2007; Providing for the Levy, Assessment and
Collection of a Tax Sufficient to Pay the Interest on Said Certificates of Obligation and to Create a
Sinking Fund for the Redemption Thereof at Maturity; Pledging Certain Revenues In Support of Said
Certificates; Prescribing the Form of Said Certificates of Obligation; and Ordaining Other Matters
Relating to the Subject
RECOMMENDATION:
It is recommended that the City Council:
1. Adopt the attached ordinance providing for the issuance of $22,030,000.00 Combination Tax and Parking
Revenue Certificates of Obligation, Series 2007;
2. Authorize the $22,030,000.00 Combination Tax and Parking Revenue Certificates of Obligation, Series
2007, be sold to the bidder offering the lowest true interest rate of
%.
DISCUSSION:
Bids for the $22,030,000.00 Combination Tax and Parking Revenue Certificates of Obligation, Series 2007,
were received yesterday (January 8, 2007) at 10:00 a.m. A summary of the true interest rates for the bids
received by the City is attached.
Proceeds from this sale will be used for the construction and equipping of a parking garage in the vicinity of
the Fort Worth Convention Center; and the payment of fiscal, engineering and legal fees related to the
project as approved by the City Council in M&C G-15540 on December 19, 2006.
It is anticipated that the closing and delivery of the funds will occur on February 13, 2007.
The City Parking Garage will be located in COUNCIL DISTRICT 9.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that funds will be available upon completion of the sale, closing and delivery
of the $23,000,000.00 Combination Tax and Parking Revenue Certificates of Obligation, Series 2007 for the
project.
http://www.cfwnet.org/council~acket/Reports/mc~rint.asp 2/19/2007
Page 2 of 2
The Finance Director also certifies that funds will be available to make the debt service payments on these
obligations.
TO Fund/AccountlCenters
FROM Fund/Account/Centers
Submitted for City Manager's Office bk Karen Montgomery (6222)
Originating Department Head: Richard Zavala (Acting) (8517)
Additional Information Contact: Skipper Shook (2438)
http://www.cfwnet.org/council~acket/Reports/mc~rint.asp 2/19/2007