HomeMy WebLinkAboutOrdinance 19694-05-2011I ~ (~~ ~- os a,o l I
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
FORTY-SIXTH SUPPLEMENTAL CONCURRENT BOND ORDINANCE
Passed concurrently by the City Councils of the Cities of Dallas and Fort Worth, Texas
Authorizing
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE BONDS, SERIES 2011B
Passed by the City Council of the City of Dallas May 25, 2011
Passed by the City Council of the City of Fort Worth May 24, 2011
Effective May 25, 2011
858277v.3 DAL504/71017
TABLE OF CONTENTS
Pase
Preambles ........................................................................................................................................ 1
ARTICLE I DEFINITIONS AND OTHER PRELIMINARY MATTERS ............................ 4
Section 1.1 Short Title ................................................................................................................ 4
Section 1.2 Definitions ...............................................................................................................4
Section 1.3 Table of Contents, Titles and Headings .................................................................. 6
Section 1.4 Interpretation ...........................................................................................................7
Section 1.5 Declarations and Additional Rights and Limitations Under Controlling
Ordinances ............................................................................................................... 7
ARTICLE II PURPOSES, PLEDGE AND SECURITY FOR BONDS ................................... 9
Section 2.1 Purposes of Ordinance ............................................................................................ 9
Section 2.2 Pledge, Security for, Sources of Payment of Bonds ............................................... 9
ARTICLE III AUTHORIZATION; GENERAL TERMS AND PROVISIONS REGARDING
THE BONDS ..................................................................................................... 10
Section 3.1
Section 3.2
Section 3.3
Section 3.4
Section 3.5
Section 3.6
Section 3.7
Section 3.8
Section 3.9
Section 3.10
Section 3.11
ARTICLE IV
Section 4.1
Section 4.2
Section 4.3
Section 4.4
Section 4.5
Section 4.6
Section 4.7
Section 4.8
Authorization ......................................................................................................... 10
Initial Date, Denominations, Number, Maturity, Initial Registered Owner,
Characteristics of the Initial Bond and Expiration Date of Delegation ................. 10
Medium, Method and Place of Payment ............................................................... 12
Ownership ............................................................................................................. 14
Registration, Transfer and Exchange .................................................................... 14
Cancellation and Authentication ........................................................................... 15
Temporary Bonds .................................................................................................. 15
Replacement Bonds ............................................................................................... 16
Book-Entry Only System ...................................................................................... 17
Successor Securities Depository ........................................................................... 18
Payments to Cede & Co ........................................................................................ 18
REDEMPTION OF BONDS BEFORE MATURITY ...................................... 18
Limitation on Redemption ...............................
Optional Redemption .......................................
Partial Redemption ...........................................
Mandatory Redemption of Certain Bonds .......
Notice of Redemption to Holders ....................
Conditional Notice of Redemption
..................................................... 18
..................................................... 18
..................................................... 18
.................................................. 20
.................................................. 19
.................................................. 19
.................................................. 20
.................................................. 20
.....................
Payment Upon Redemption ................................
Effect of Redemption ..........................................
85R277v.3 DAL504/71017
i
ARTICLE V PAYING AGENT/REGISTRAR ...................................................................... 21
Section 5.1 Appointment of Initial Paying Agent/Registrar .................................................... 21
Section 5.2 Qualifications ........................................................................................................ 21
Section 5.3 Maintaining Paying Agent/Registrar ..................................................................... 21
Section 5.4 Termination ........................................................................................................... 21
Section 5.5 Notice of Change ................................................................................................... 21
Section 5.6 Agreement to Perform Duties and Functions ........................................................ 21
Section 5.7 Delivery of Records to Successor ......................................................................... 21
ARTICLE VI FORM OF THE BONDS ..........
22
........................................................................
Section 6.1 Form Generally .....................................................................
22
Section 6
2 ................................
Form of Bond
.
Section 6
3 ........................................................................................................ 22
CUSIP Re
istration
.
Section 6
4 g
............................................................................................... 31
Le
al O
inion
. g
p
........................................................................................................ 31
ARTICLE VII EXECUTION, APPROVAL, REGISTRATION, SALE AND DELIVERY OF
BONDS AND RELATED DOCUMENTS ...
31
....................................................
Section 7.1 Method of Execution, Delivery of Initial Bond ..............................
31
Section 7
2 ......................
A
roval and Re
ist
ti
.
Section 7
3 pp
g
ra
on .................................................................................... 32
Approval of Credit A
ree
t
.
Section 7.4 g
men
s ............................................................................ 32
Official Statement
Section 7.5 ................................................................................................. 32
Attorney General Modification
Section 7
6 ............................................................................. 33
Further Action
. ....................................................................................................... 33
ARTICLE VIII GENERAL PROVISIONS
................................................................................ 33
Section 8.1 Deposit and Uses of Bond Proceeds ................................... 33
Section 8
2 ..................................
Pa
ment of the Bond
.
Section 8.3 y
s ...........................................................................................
Representations and Covenants 33
Section 8.4 .............................................................................
General Tax Covenant Regarding Tax-Exemption 33
34
Section 8.5 ...............................................
Use of Proceeds
Section 8
6 .....................................................................................................
No Federal Guarantee 34
.
Section 8.7 ............................................................................................
No Arbitrage .... 34
Section 8.8 ......................................................................................................
Record Retention 34
Section 8
9 ...................................................................................................
Dis
osition of Proje
t 35
.
Section 8.10 p
c
............................................................................................
Bond Insurance 36
...................................................................................................... 36
ARTICLE IX REPEAL, SEVERABILITY, AND EFFECTIVE DATE ................................. 36
Section 9.1 Ordinance I1Tepealable .......................................................................................... 36
Section 9.2 Severability ............................................................................................................ 36
Section 9.3 Effective Date ........................................................................................................ 37
Signatures ...................................................................................................................................... 3 8
858277v.3 DAL504i71017
CITY OF DALLAS ORDINANCE NO.
CITY OF FORT WORTH ORDINANCE NO. _~ 9 ~ ~] y - DS-ap ~
FORTY-SIXTH SUPPLEMENTAL CONCURRENT BOND ORDINANCE
AUTHORIZING DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE BONDS, SERIES 2011B, FOR LAWFUL PURPOSES;
PROVIDING THE SECURITY THEREFORE; PROVIDING FOR THE
SALE, EXECUTION AND DELIVERY THEREOF SUBJECT TO CERTAIN
PARAMETERS; AND PROVIDING OTHER TERMS, PROVISIONS AND
COVENANTS WITH RESPECT THERETO
WHEREAS, prior to the adoption of this ordinance (herein defined and cited as the
"Forty-Sixth Supplemental Concurrent Bond Ordinance" or as the or this "Ordinance"), the City
Councils of the Cities of Dallas and Fort Worth, Texas (the "Cities") passed the Thirtieth
Supplemental Concurrent Bond Ordinance (defined and cited herein as the "Thirtieth
Ordinance") relating to the Dallas/Fort Worth International Airport (the "Airport"); and
WHEREAS, the Thirtieth Ordinance amended and supplemented the prior ordinance of
the Cities that is defined therein as the "1968 Ordinance"; and
WHEREAS, the 1968 Ordinance, as amended and supplemented by the Thirtieth
Ordinance, and the Thirtieth Ordinance, now constitute the controlling bond ordinances of the
Cities (herein defined together as the "Controlling Ordinances") that relate to the financing of the
Airport and that, together (i) prescribe the terms and conditions upon the basis of which the
Additional Obligations, Credit Agreements, and Parity Credit Agreement Obligations may be
issued and executed, and (ii) provide and establish the pledge, security, and liens securing the
Cities' special obligations to pay when due the Outstanding Obligations, the Initial Obligations,
any Parity Credit Agreement Obligations, and any Additional Obligations; and
WHEREAS, in accordance with the Controlling Ordinances, the Cities have been
requested by the Dallas/Fort Worth International Airport Board (the "Board") to issue Additional
Obligations pursuant to this Ordinance to pay the costs of capital improvements of the Airport
and for other purposes as further described in Section 3.1; and
WHEREAS, each City Council finds and determines that the meeting at which this
Ordinance was adopted was open to the public, and public notice of the time, place and subject
mater of the public business to be considered and acted upon at said meeting, including this
Ordinance, was given, all as required by Applicable Law; and
WHEREAS, pursuant to Sections 8.3 and 8.4 of the Thirtieth Ordinance, the
"Outstanding Ordinances" (as defined in the Thirtieth Ordinance) and the Controlling
Ordinances may be amended with the consent of the holders of more than sixty-six and two-
thirds of the combined principal amount of the Obligations then outstanding at the time of the
effective date of any amendments and each Credit Provider, if applicable, or, pursuant to
Section 8.-3(b) of the Thirtieth Ordinance, if the amendments are approved by Insurers and such
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other Credit Providers as applicable (all such capitalized terms having the respective meanings
defined in the Thirtieth Ordinance); and
WHEREAS, the City Council of each of the Cities has heretofore approved a new
Master Bond Ordinance as an amendment and restatement of the Controlling Ordinances, such
Master Bond Ordinance to be effective immediately upon the receipt of the requisite consents
referenced therein; and
WHEREAS, upon the effective date thereof, the Master Bond Ordinance shall govern
and provide and establish the pledge, security, and liens securing the Outstanding Obligations,
any Credit Agreement Obligations and any Additional Obligations; and
WHEREAS, all of the holders of the Bonds issued pursuant to this Ordinance are hereby
deemed by the purchase of such Bonds to have irrevocably consented to the Master Bond
Ordinance and the amendment and restatement of the Controlling Ordinances; and
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF DALLAS:
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF FORT WORTH:
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1.1 Short Title. This Ordinance may hereafter be cited in other documents
and without further description as the "Forty-Sixth Supplemental Concurrent Bond Ordinance."
Section 1.2 Definitions. The capitalized terms used herein, including in the preambles
hereto, that are not otherwise defined herein shall have the same meanings and definitions as are
applied to such terms, respectively, in, or incorporated into, the Controlling Ordinances.
Additionally, unless otherwise expressly provided or unless the context clearly requires
otherwise, the following additional terms shall have the respective meanings specified below:
Authorized Officer -means each of the Chief Executive Officer, the Executive
Vice President-Chief Financial Officer, or the Vice President-Treasury Management of the
Board, each acting singly, and, in the event any of such positions is renamed or otherwise
reorganized, including any person holding or exercising the duties of any comparable position.
Bond -means any of the Bonds.
Bond Date -means the date of such Bonds as designated in the Officers' Pricing
Certificate.
Bonds -mean the bonds described in Section 3.1 as such series and titles are
authorized by separate Officer's Pricing Certificates.
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Closing Date -means the date on which the Bonds are actually delivered to and
paid for by the Purchaser.
Designated Pavment/'I'ransfer Office -means (i) with respect to the initial
Paying AgentlRegistraz named herein, its office in Dallas, Texas, or such other location as may
be designated by the Paying Agent/Registraz, and (ii) with respect to any successor Paying
Agent/Registrar, the office of such successor designated and located as may be agreed upon by
the Cities and such successor.
DTC -means The Depository Trust Company of New York, New York, or any
successor securities depository.
DTC Participant -means brokers and dealers, banks, trust companies, clearing
corporations and certain other organizations on whose behalf DTC was created to hold securities
to facilitate the clearance and settlement of securities transactions among such parties.
Initial Bond -means the Bonds described in Section 3.2 with the insertions
required by Section 6.2(d) and an Officer's Pricing Certificate.
Insurer or Insurers -means the issuer of the Policy or of the Policies if more
than one are issued, as certified by an Authorized Officer on the Closing Date.
Interest Payment Date -means the date or dates upon which interest on the
Bonds is scheduled to be paid until the applicable Stated Maturity Date or Mandatory
Redemption Date, as determined in the Officers' Pricing Certificate.
Investment Proceeds - is defined in section 1.148-1(b) of the Treasury
Regulations and generally consists of any amounts actually or constructively received from
investing Proceeds.
Mandatory Redemption Dates -mean the dates on which the Cities are
obligated to redeem Bonds in advance of their respective Stated Maturity Dates in accordance
with Section 4.4 and the Officer's Pricing Certificate.
Master Bond Ordinance -means the Master Bond Ordinance approved by the
City Councils of the Cities and effective upon receipt of the consents required by the Thirtieth
Ordinance.
Master Paving Agent Agreement - means the paying agent agreement
previously executed by the Board and the Paying AgentlRegistraz that specifies the duties and
responsibilities of the Paying Agent/Registraz with respect to bonds or other obligations issued
by the Cities in relation to the Airport.
Officer's Pricing Certificate(s) -means the certificate(s) to be executed by one
of the Authorized Officers pursuant to Section 3.2. Multiple Officer's Pricing Certificates for
multiple series of Bonds may be executed pursuant to this Ordinance.
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858277v.3 DAL504i71017
Ordinance -means this Ordinance and all amendments hereof and supplements
hereto.
Original Issue Date -means the Closing Date of the Bonds.
Paving Agent/Registrar -means The Bank of New York Mellon Trust
Company, N.A., or any successor thereto as provided in this Ordinance.
Policv or Policies -means the policy or policies, if any, of municipal bond
insurance relating to the Bonds issued on the Closing Date by the Insurer or the Insurers if more
than one.
Proceeds - is defined in section 1.148-1(b) of the Treasury Regulations and
generally means any Sale Proceeds and Investment Proceeds of the Bonds.
Purchaser -means the person, firm or entity or the group thereof, or the
representative of such group, initially purchasing the Bonds issued hereunder from the Cities
pursuant to each Underwriting Agreement.
Rebate Fund -means the special fund required to be created and maintained in
Section 8.8 and is the type of fund referred to in the definition of that term in the Thirtieth
Ordinance.
Record Date -means the 15th day of the month next preceding an Interest
Payment Date.
Rearesentation Letter -means the "Blanket Letter of Representations" between
the Cities and DTC, as approved and ratified in Section 3.9(c).
Sale Proceeds - is defined in section 1.148-1(b) of the Treasury Regulations and
generally consists of any amounts actually or constructively received from the sale (or other
disposition) of any Bond, including amounts used to pay underwriters' discount, if any, or
compensation and accrued interest other than pre-issuance accrued interest. Sale Proceeds also
include amounts derived from the sale of a right that is associated with any Bond and that is
described in section 1.148-4(b)(4) of the Treasury Regulations.
Stated Maturity Dates -mean the respective dates on which the Bonds are stated
to mature in accordance with Section 3.2(b) and the Officer's Pricing Certificate.
Thirtieth Ordinance -means the Thirtieth Supplemental Concurrent Bond
Ordinance passed by the City Councils of the Cities and effective on February 23, 2000.
Underwriting Agreement -means the Underwriting Agreement or Private
Placement Agreement hereafter entered into as contemplated and authorized in Section 3.2(b)
and in the Officer's Pricing Certificates.
Section 1.3 Table of Contents. Titles and Headin s. The table of contents, titles and
headings of the Articles and Sections of this Ordinance have been inserted for convenience of
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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 and shall never be considered or given any effect in
construing this Ordinance or any provision hereof or in ascertaining intent, if any question of
intent should arise.
Section 1.4 Interpretation. (a) Unless the context requires otherwise, words of the
masculine gender shall be construed to include correlative words of the feminine and neuter
genders and vice versa, and words of the singular number shall be construed to include
correlative words of the plural number and vice versa.
(b) Article and Section references shall mean references to Articles and
Sections of this Ordinance unless designated otherwise.
(c) If any one or more of the covenants, provisions or agreements contained
herein should be contrary to Applicable Law, then such covenants, provisions or agreements
shall be deemed separable from the remaining covenants, provisions, and agreements hereof, and
shall in no way affect the validity of the remaining covenants, provisions, and agreements
contained in this Ordinance.
Section 1.5 Declarations and Additional Rights and Limitations Under Controlling
Ordinances. (a) For all purposes of the Outstanding Ordinances and the Controlling Ordinances,
as amended and supplemented, the Cities declare and provide as follows:
(i) The Bonds are Additional Obligations that are authorized by
Section 3.2 of the Thirtieth Ordinance.
(ii) The Bonds are not Interim Obligations.
(iii) Each Policy is a Credit Agreement, and each Insurer is a Credit
Provider. However, a Policy does not create a Parity Credit Agreement
Obligation. A Policy, if any, entered into for the purpose of providing all or a
portion of the amount equal to the Debt Service Reserve Requirement is hereby
declared to be a Credit Agreement that is on a parity with Subordinate Lien
Obligations; provided however, the provisions of subsection 5.2(b)(iii) of the
Thirtieth Ordinance shall continue to apply with respect to any deficiencies in the
Debt Service Reserve Fund, including any costs of a Policy with respect to the
Debt Service Reserve Fund.
(iv) Administrative Expenses shall include the fees and expenses owed
to the Paying AgentlRegistrar.
(v) The amount of the Debt Service Reserve Requirement on account
of the Bonds is an amount that is not less than the average annual Debt Service
that will be required to be paid on or with respect to all Outstanding Obligations
as of the date following the delivery of the Bonds. In the event that the amount on
deposit in the Debt Service Reserve Fund is less than the amount required, the
amount specified in the Officer's Pricing Certificate, pursuant to Section 8.1 shall
he deposited to the Debt Service Reserve Fund out of the proceeds of the Bonds
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or shall be used to enter into a Credit Agreement to satisfy the Debt Service
Reserve Requirement.
(vi) The Stated Maturity Dates and the Mandatory Redemption Dates
established in accordance with Articles III and IV as modified by the Officer's
Pricing Certificate are Principal Payment Dates for the purposes of the Thirtieth
Ordinance.
(vii) Each Insurer, as a Credit Provider, that is not at such time in
default under its Policy is authorized to give and withdraw notices of default
under the provisions of Section 7.1(vii) of the Thirtieth Ordinance.
(viii) Each of the Authorized Officers is designated and appointed as an
"officer" of the Cities for the limited purposes of administering this Ordinance,
including particularly the related documents and agreements described herein in
accordance with Chapters 1207 and 1371, Government Code, as amended.
(ix) This Ordinance is an Additional Supplemental Ordinance.
(b) For all purposes of the Outstanding Ordinances and the Controlling
Ordinances, as amended and supplemented, the following additional rights and limitations are
granted and imposed:
(i) No amendment to the Controlling Ordinances or this Ordinance
shall be approved or adopted pursuant to any of Sections 8.2, 8.3, 8.4, or 8.5 of
the Thirtieth Ordinance, whether with or without the consent of the Holders,
unless and until the same is approved by the Insurer that at the time is not in
default under its Policy has a then current credit rating of at least investment grade
by two nationally recognized rating agencies, to the extent required under the
terms of the Credit Agreement.
(ii) The Cities shall have the right to amend the Outstanding
Ordinances, the Controlling Ordinances, and this Ordinance without the consent
of or notice to the Holders, for any purpose not prohibited by Section 8.3 of the
Thirtieth Ordinance, if such amendment is approved by the Insurer that at the time
is not in default under its Policy has a then current credit rating of at least
investment grade by two nationally recognized rating agencies and such other
Credit Providers, if any, as may be required by an Additional Supplemental
Ordinance.
(iii) Whenever in this Ordinance, or in the Controlling Ordinances, the
right is granted to redeem Bonds in advance of a Stated Maturity Date, any such
redemption may be accomplished with any lawfully available money. The Bonds
may be redeemed according to their respective terms, and pro rata redemptions
are not required. All money delivered to the Paying Agent/Registrar for the
purpose of paying the principal of and interest on Bonds shall be held uninvested
by the Paying Agentr'Registrar.
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858277v.3 DAL504i71017
(iv) In the event of the occurrence of an Event of Default, the right of
acceleration of the Stated Maturity Date or the Mandatory Redemption Date of
any Bond or of any Parity Credit Agreement Obligation is not granted as a
remedy, and the right of acceleration is expressly denied.
(v) The specific information that must be provided pursuant to the
disclosure requirements of Section 10.1 of the Thirtieth Ordinance with respect to
the Bonds shall be (A) the audited financial statements of the Board for each
Fiscal Year ending on and after September 30, 2011, and (B) the annual financial
information shall be the operating data relating to the Bonds set forth in the
numbered tables in the official statement relating to the issuance of the Bonds. In
connection with the issuance of the Bonds, the Rule, as amended by 17 CFR Parts
240 and 241lRelease No. 34-62184, will be effective and the Cities shall comply
with such amendments. The Board shall provide such information on behalf of the
Cities.
(vi) Pursuant to the terms of Section 8.4 of the Thirtieth Ordinance,
Holders of the Bonds confirm that the Credit Providers, whether or not related to
the Bonds, have the right to consent to amendments to the Controlling
Ordinances, the Forty-Sixth Ordinance and the Outstanding Ordinances without
notice to or the consent of the Holders of the Bonds.
(c) Notwithstanding any other provision hereof, the holders of the Bonds, as
evidenced by the purchase thereof, irrevocably consent to the amendment and restatement of the
Controlling Ordinances by the Master Bond Ordinance, such Master Bond Ordinance to be
effective immediately upon receipt of the requisite consents set forth in the Thirtieth Ordinance.
ARTICLE II
PURPOSES, PLEDGE AND SECURITY FOR BONDS
Section 2.1 Purooses of Ordinance. The purposes of this Ordinance are to prescribe
the specific terms and provisions of the Bonds, to extend expressly the pledge, lien, security, and
provisions of the Controlling Ordinances to and for the benefit of the Holders, to provide certain
covenants to and for the benefit of each Insurer and/or Credit Provider, and to sell the Bonds to
the Purchaser.
Section 2.2 Pledge, Securitv for Sources of Payment of Bonds. (a) The pledge, the
security and the filing provisions of Sections 2.2 and 2.4, respectively, of the Thirtieth Ordinance
are hereby expressly restated, fixed, brought forward and granted to the Holders, and to each
Insurer, as a Credit Provider.
(b) The Bonds, as "Additional Obligations" under the Controlling Ordinances,
are secured by a lien on and pledge of the Pledged Revenues and the Pledged Funds on a parity
with the Prior Obligations, the Initial Obligations, and any other Additional Obligations that are
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858277v.3 DAL504/71017
Outstanding, and with Parity Credit Agreement Obligations, if any, that are unpaid from time to
time, as declared and provided in Section 2.2 of the Thirtieth Ordinance.
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Section 3.1 Authorization. Additional Obligations, to be designated "Dallas/Fort
Worth International Airport Joint Revenue Bonds, Series 2011 B, are hereby authorized to be
issued and delivered in accordance with the Constitution and laws of the State of Texas,
including specifically Chapter 1371, Texas Government Code, as amended. The Bonds shall be
issued in the maximum aggregate principal amount of not to exceed $1,000,000 for the purpose
of (1) paying certain capital costs of the Airport, (2) to provide capitalized interest, if applicable
(3) to provide funding for the Debt Service Reserve Requirement through either the deposit of
Bond proceeds or entering into a surety or such other agreement, if applicable and (4) to pay the
Cities' and the Board's costs incurred in connection with the issuance of the Bonds including the
costs of the Policy or Policies of Insurance or the surety or debt service reserve agreement.
Section 3.2 Initial Date. Denominations. Number Maturity Initial Registered Owner
Characteristics of the Initial Bond and Expiration Date of Dele ation. (a) The Initial Bond is
hereby authorized to be issued, sold, and delivered hereunder as single fully registered Bonds,
without interest coupons, dated the date designated in the Officer's Pricing Certificate, in the
denomination and principal amount as designated in the Officer's Pricing Certificate, numbered
TB-1, payable in annual installments of principal to the initial registered owner thereof (to be
determined by the Authorized Officer, as hereinafter provided), or to the registered assignee or
assignees of said Bond or any portion or portions thereof (in each case, the "registered owner"),
with the annual installments of principal of the Initial Bond to be payable on the dates,
respectively, and in the principal amounts, respectively, to be stated the Officer's Pricing
Certificate, and as provided in this Ordinance, but with the final installment of principal (the
maximum term) to be not later than November 1, 2036.
(b) As authorized by Chapter 1371, Texas Government Code, as amended, the
Authorized Officer and the City Managers are hereby authorized, appointed, and designated as
the officers or employees of the Cities authorized to act on behalf of the Cities in the selling and
delivering of the Initial Bond and carrying out the other procedures specified in this Ordinance,
including the determination of the prices at which the Initial Bond will be sold, the amount of
each Principal Installment issued hereunder, the due date of each Principal Installment hereof,
which shall be November 1 in each year in which a Principal Installment is due unless modified
by the Officer's Pricing Certificate, the rate of interest to be borne by each Principal Installment
issued hereunder, the redemption features, including any requirements of Mandatory
Redemption, and all other matters relating to the issuance, sale, and delivery of the Initial Bond
and the Bonds provided that:
(i) the Bonds shall not bear interest at a rate greater than the
maximum rate allowed by Chapter 1204, Texas Government Code, as amended;
and
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858277v.3 DAL504/71017
(ii) the aggregate principal amount of the Bonds issued pursuant to this
Ordinance and authorized to be issued for the purposes described in Section 3.1
shall not exceed the maximum amount authorized in Section 3.1 hereof
($1,000,000); and
(iii) all such terms and determinations pertaining to the pricing of the
Bonds shall be based on bond market conditions and available interest rates on the
date of the sale of the Bonds, all as set forth in the Officer's Pricing Certificate;
and
(iv) prior to delivery of the Bonds to the Purchasers, the Bonds must
have been rated by a nationally recognized rating agency for municipal securities
in one of the four highest rating categories for long term obligations; and
(v) none of the Bonds shall be issued unless it has been determined as
set forth in the Officer's Pricing Certificate that the Bonds will be treated as a
State or local government obligation that is not a private activity bond within the
meaning of Internal Revenue Code of 1986, as amended; and
(vi) The Authorized Officer is hereby authorized and directed to
approve the final terms and provisions of the Underwriting Agreement in
accordance with the terms of the Officer's Pricing Certificate and this Ordinance,
such approval being evidenced by its execution thereof by any Authorized
Officer. With regard to such terms and provisions of the Underwriting
Agreement, the Authorized Officer is hereby authorized to come to an agreement
with the Purchasers of the Bonds on the following, among other matters:
1. The details of the purchase and sale of the Bonds;
2. The details of the offering of the Bonds by the Purchasers;
3. The details of an Official Statement or other offering documents, if
any, (and, if appropriate, any Preliminary Official Statement)
relating to the Bonds and the District's Rule 15c2-12 compliance;
4. A security deposit for the Bonds;
5. The representations and warranties of the Cities and the Airport to
the Purchasers;
6. The details of the delivery of, and payment for, the Bonds;
7. The Purchasers' obligations under the Underwriting Agreement;
8. The certain conditions to the obligations of the Airport and the
Cities under the Underwriting Agreement;
9. Termination of the Underwriting Agreement;
858277v.3 DALS(}4/71017
10. Particular covenants of the Airport and the Cities;
11. The survival of representations made in the Underwriting
Agreement;
12. The payment of any expenses relating to the Underwriting
Agreement;
13. Notices; and
14. Any and all such other details that are found by the Authorized
Officer to be necessary and advisable for the purchase and sale of
the Bonds.
Any Authorized Officer, acting singly, is hereby authorized and directed to execute each
Underwriting Agreement for and on behalf of the Board and the Cities and as the act and deed of
the Board and the Cities.
(c) In connection with the issuance and delivery of the Bonds, the Authorized
Officer, acting for and on behalf of the Cities, is authorized to set out in the Officer's Pricing
Certificate such information as contemplated herein. The Officer's Pricing Certificate shall
include such information as such Authorized Officer deem appropriate or is required by this
Ordinance.
(d) The Authorized Officer is authorized to establish which maturity or
maturities, if any, of each series of Bonds shall be insured based on recommendations of the
Co-Financial Advisors of the Airport, and such Authorized Officer shall specify the name or
names of the Insurer or Insurers in each Underwriting Agreement and shall specify therein which
maturity or maturities, if any, will be insured.
(e) The Initial Bond (i) may be prepaid or redeemed prior to the respective
scheduled due dates of installments of principal thereof as provided for in this Ordinance and in
the Officer's Pricing Certificate, (ii) may be assigned and transferred, (iii) may be converted and
exchanged for other Bonds, (iv) shall have the characteristics, and (v) shall be signed and sealed,
and the principal of and interest on the Initial Bond shall be payable, all as provided, and in the
manner required or indicated, in the FORM OF BOND set forth in this Ordinance and as
determined by an Authorized Officer, as provided herein and in the Officer's Pricing Certificate,
with such changes and additions as are required to meet the terms of Underwriting Agreement
and the Officer's Pricing Certificate, including the names as to which the Initial Bond shall be
registered.
(fl The authority granted to the Authorized Officer under this Section 3.2
shall expire on May 1, 2012 unless otherwise extended by the City Councils of each of the cities
by separate action.
Section 3.3 Medium. Method and Place of Payment. (a) The principal of, premium, if
any, and interest nn the Bonds shall be paid in lawful money of the United States of America as
prop ided in this Section.
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858277v.3 DAL504/71017
(b) Interest on the Bonds shall be payable to the Holders whose names appear
in the Obligation Register (as defined in Section 3.5) at the close of business on the Record Date;
provided, however, that in the event of nonpayment of interest on a scheduled Interest 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 Cities or the Board. Notice of the Special Record Date
and of the scheduled payment date of the past due interest (the "Special Payment Date," which
shall be at least 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 Holder of a Bond appearing on the books of the Paying Agent/Registrar at the close of
business on the last business day next preceding the date of mailing of such notice.
(c) Interest on the Bonds shall be paid by check (dated as of the Interest
Payment Date) and sent by the Paying AgenbRegistrar to the Holder entitled to such payment,
United States mail, first class postage prepaid, to the address of the Holder as it appears in the
Obligation Register or by such other customary banking arrangements acceptable to the Paying
AgentlRegistrar and the person to whom interest is to be paid; provided, however, that such
person shall bear all risk and expenses of such other customary banking arrangements. Upon
written request of a registered owner of at least $1,000,000 in principal amount of Bonds, all
payments of the principal of, redemption premium, if any, and interest on the Bonds shall be paid
by wire transfer in immediately available funds to an account designated by such registered
owner.
(d) The principal of each Bonds shall be paid to the Holder on the due date
thereof (whether at the maturity date or the date of prior redemption thereof] upon presentation
and surrender of such Bond at the Designated PaymentJTransfer Office.
(e) If a date for the payment of the principal of or interest on a Bond is a
Saturday, Sunday, legal holiday, or a day on which banking institutions in the Cities or in the city
in which the Designated PaYment/Transfer Office is located, are authorized by law or executive
order to close, then the date for such payment shall be the next succeeding Business Day, and
payment on such date shall have the same force and effect as if made on the original date
payment was due.
(fl Subject to any applicable escheat, unclaimed property, or similar and
Applicable Law, unclaimed payments remaining unclaimed by the Holders entitled thereto for
three years after the applicable payment or redemption date shall be paid to the Board and
thereafter neither the Cities, the Paying Agent/Registrar, nor any other person shall be liable or
responsible to any Holders of such Bonds for any further payment of such unclaimed moneys or
on account of any such Bonds.
(g) The unpaid principal balance of each Initial Bond shall bear interest as set
forth in such Initial Bond to the respective scheduled due dates, or to the respective dates of
prepayment or redemption, of the Principal Installments, and said interest shall be payable to the
registered owner thereof, all in the manner provided and on the dates fixed by the Authorized
Officers in accordance with this Ordinance and the Officer's Pricing Certificate for each series,
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858277v.3 DAL504/71017
and with interest rates as fixed by the Authorized Officer in accordance with this Ordinance and
the Officer's Pricing Certificate, and as set forth in the Underwriting Agreements.
Section 3.4 Ownership. (a) The Cities, the Board, the Paying Agent/Registrar and any
other person may treat each Holder as the absolute owner of such Bond for the purpose of
making and receiving payment of the principal thereof and premium, if any, thereon, and for the
further purpose of making and receiving payment of the interest thereon (subject to the
provisions herein that interest is to be paid to each Holder on the Record Date), and for all other
purposes, whether or not such Bond is overdue, and neither the Cities, the Boazd, nor the Paying
Agent/Registraz shall be bound by any notice or knowledge to the contrary.
(b) All payments made to the person deemed to be the Holder in accordance
with this Section shall be valid and effectual and shall discharge the liability of the Cities, the
Boazd, and the Paying Agent/Registrar upon such Bond to the extent of the sums paid.
Section 3.5 Registration. Transfer and Exchange. (a) So long as any Bonds remain
outstanding, the Board shall cause the Paying Agent/Registraz to keep a register (the "Obligation
Register") at its principal trust office in which, subject to such reasonable regulations as it may
prescribe, the Paying Agent/Registrar shall provide for the registration and transfer of Bonds in
accordance with this Ordinance.
(b) Ownership of any Bond may be transferred in the Obligation Register only
upon the presentation and surrender thereof at the Paying Agent's Designated Payment/Transfer
Office for transfer of registration and cancellation, together with proper written instruments of
assignment, in form and with guazantee of signatures satisfactory to the Paying Agent/Registraz,
evidencing assignment of the Bonds, or any portion thereof in any integral multiple of $5,000, to
the assignee or assignees thereof, and the right of such assignee or assignees thereof to have the
Bond or any portion thereof registered in the name of such assignee or assignees. No transfer of
any Bond shall be effective until entered in the Obligation Register. Upon assignment and
transfer of any Bond or portion thereof, a new Bond or Bonds will be issued by the Paying
AgentlRegistrar in conversion and exchange for such transferred and assigned Bond. To the
extent possible the Paying Agent/Registraz will issue such new Bond or Bonds in not more than
three business days after receipt of the Bond to be transferred in proper form and with proper
instructions directing such transfer.
(c) Any Bond may be converted and exchanged only upon the presentation
and surrender thereof at the Designated Paytr-ent/Transfer Office of the Paying Agent/Registraz
together with a written request therefor duly executed by the registered owner or assignee or
assignees thereof, or its or their duly authorized attorneys or representatives, with guarantees of
signatures satisfactory to the Paying Agent/Registraz, for a Bond or Bonds of the same maturity
and interest rate and in any authorized denomination and in an aggregate principal amount equal
to the unpaid principal amount of the Bond presented for exchange. If a portion of any Bond is
redeemed prior to its scheduled maturity as provided herein, a substitute Bond or Bonds having
the same maturity date, bearing interest at the same rate, in the denomination or denominations
of any integral multiple of $5,000 at the request of the registered owner, and in an aggregate
principal amount equal to the unredeemed portion thereof, will be issued to the registered owner
upon surrender thereof for cancellation. To the extent possible, a new Bond or Bonds shall be
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R58277v.3 DAL504/7 1 0 1 7
delivered by the Paying AgenbRegistrar to the registered owner of the Bond or Bonds in not
more than three business days after receipt of the Bond to be exchanged in proper form and with
proper instructions directing such exchange.
(d) Each Bond issued in exchange for any Bond or portion thereof assigned,
transferred or converted shall have the same principal maturity date and bear interest at the same
rate as the Bond for which it is being exchanged. Each substitute Bond shall bear a letter and/or
number to distinguish it from each other Bond. The Paying Agent/Registrar shall convert and
exchange the Bonds as provided herein, and each substitute Bond delivered in accordance with
this Section shall constitute an original contractual obligation of the Cities and shall be entitled to
the benefits and security of this Ordinance to the same extent as the Bond or Bonds in lieu of
which such substitute Bond is delivered.
(e) The Board will pay, as Administrative Expenses, the Paying
AgentlRegistrar's reasonable and customary charge for the initial registration or any subsequent
transfer, exchange or conversion of the Bonds, but the Paying AgenbRegistrar will require the
Holder to pay a sum sufficient to cover any tax or other governmental charge that is authorized
to be imposed in connection with the registration, transfer, exchange or conversion of a Bond. In
addition, the Cities hereby covenant with the Holders of the Bonds that the Board 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 the Bonds, when due, and
(ii) pay the fees and charges of the Paying AgentlRegistrar for services with respect to the
transfer, registration, conversion and exchange of Bonds as provided herein.
(fl Neither the Cities, the Board, nor the Paying AgentlRegistrar shall be
required to issue, transfer, or exchange any Bond called for redemption, in whole or in part,
where such redemption is scheduled to occur within 45 calendar days after the transfer or
exchange date; provided, however, such limitation shall not be applicable to an exchange by the
Holder of the uncalled principal balance of a Bond.
Section 3.6 Cancellation and Authentication. All Bonds paid or redeemed before their
Stated Maturity Dates in accordance with this Ordinance, and all Bonds in lieu of which
exchange Bonds or replacement Bonds are authenticated and delivered in accordance with this
Ordinance, shall be canceled upon the making of proper records regarding such payment,
redemption, exchange or replacement. The Paying AgentlRegistrar shall dispose of the canceled
Bonds in accordance with Applicable Law.
Section 3.7 Temporary Bonds. (a) Following the delivery and registration of the
Initial Bond issued hereunder and pending the preparation of definitive Bonds, the proper
officers of the Cities may execute and, upon the Cities' or the Board's request, the Paying
Agent/Registrar shall authenticate and deliver, one or more temporary Bonds that are printed,
lithographed, typewritten, mimeographed or otherwise produced, in any denomination,
substantially of the tenor of the definitive Bonds in lieu of which they are delivered, without
coupons, and with such appropriate insertions, omissions, substitutions and other variations as
the officers of the Cities executing such temporary Bonds may determine, as evidenced by their
signing of such temporary Bonds.
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2i58277v3 DAL504i71017
(b) Until exchanged for Bonds in definitive form, such Bonds in temporary
form shall be entitled to the benefit and security of this Ordinance.
(c) The Cities or the Boazd, without unreasonable delay, shall prepaze,
execute and deliver to the Paying AgentlRegistraz the Bonds in definitive form; thereupon, upon
the presentation and surrender of the Bond or Bonds in temporary form to the Paying
Agent/Registraz, the Paying Agent/Registraz shall cancel the Bonds in temporary form and
authenticate and deliver in exchange therefor a Bond or Bonds of the same maturity and series,
in definitive form, in the authorized denomination, and in the same aggregate principal amount,
as the Bond or Bonds in temporary form surrendered. Such exchange shall be made without the
making of any charge therefor to any Owner.
Section 3.8 Replacement Bonds. (a) Upon the presentation and surrender to the
Paying Agent/Registraz, at the Designated Payment/Transfer Office, of a mutilated Bond, the
Paying AgentlRegistraz shall authenticate and deliver in exchange therefor a replacement Bond
of like tenor and principal amount, bearing a number not contemporaneously outstanding. The
Cities, the Boazd, or the Paying Agent/Registraz may require the Holder of such Bond to pay a
sum sufficient to cover any tax or other governmental chazge that is authorized to be imposed in
connection therewith and any other expenses connected therewith.
(b) In the event any Bond is lost, apparently destroyed or wrongfully taken,
the Paying Agent/Registraz, pursuant to Subchapter D of Chapter 1201, Government Code, as
amended, and in the absence of notice or knowledge that such Bond has been acquired by a bona
fide purchaser, shall authenticate and deliver a replacement Bond of like tenor and principal
amount, bearing a number not contemporaneously outstanding, provided that the Holder first:
(i) furnishes to the Paying AgentlRegistraz satisfactory evidence of his
or her ownership of and the circumstances of the loss, destruction or theft of such
Bond;
(ii) furnishes such security or indemnity as may be required by the
Paying Agent/Registraz, the Board and the Cities to save them harmless;
(iii) pays all expenses and charges in connection therewith, including,
but not limited to, printing costs, legal fees, fees of the Paying Agent/Registraz
and any tax or other governmental charge that is authorized to be imposed; and
(iv) satisfies any other reasonable requirements imposed by the Cities
and the Paying Agent/Registraz.
(c) If, after the delivery of such replacement Bond, a bona fide purchaser of
the original Bond in lieu of which such replacement Bond was issued presents for payment such
original Bond, the Cities, the Boazd, and the Paying Agent/Registraz shall be entitled to recover
such replacement Bond from the person to whom it was delivered or any person taking
therefrom, except a bona fide purchaser, and shall be entitled to recover upon the security or
indemnity provided therefor to the extent of any loss, damage, cost or expense incurred by the
Cities, the Board, or the Paying AgentlRegistrar in connection therewith.
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85R277v.3 DAL504~71017
(d) In the event that any such mutilated, lost, appazently destroyed or
wrongfully taken Bond has become or is about to become due and payable, the Paying
Agent/Registrar, in its discretion, instead of issuing a replacement Bond, may pay such Bond.
(e) Each replacement Bond delivered in accordance with this Section shall
constitute an original contractual obligation of the Cities and shall be entitled to the benefits and
security of this Ordinance to the same extent as the Bond or Bonds in lieu of which such
replacement Bond is delivered.
Section 3.9 Book-Entry Onlv Svstem. (a) The definitive Bonds for each series shall
be initially issued in the form of a sepazate single fully registered Bond for each of the maturities
thereof. Upon initial issuance, the ownership of each such Bond shall be registered in the name
of Cede & Co., as nominee of DTC, and except as provided in Section 3.10, all of the
outstanding Bonds shall be registered in the name of Cede & Co., as nominee of DTC.
(b) With respect to Bonds registered in the name of Cede & Co., as nominee
of DTC, the Cities, the Boazd, and the Paying Agent/Registraz shall have no responsibility or
obligation to any DTC Participant or to any person on behalf of whom such a DTC Participant
holds an interest in the Bonds, except as provided in this Ordinance. Without limiting the
immediately preceding sentence, the Cities, the Board, and the Paying Agent/Registraz shall have
no responsibility or obligation with respect to (i) the accuracy of the records of DTC, Cede &
Co. or any DTC Participant with respect to any ownership interest in the Bonds, (ii) the delivery
to any DTC Participant or any other person, other than a Holder, as shown on the Obligation
(...)
Register, of any notice with respect to the Bonds, including any notice of redemption, or iii the
payment to any DTC Participant or any other person, other than a Holder, as shown in the
Register of any amount with respect to principal of, premium, if any, or interest on the Bonds.
Notwithstanding any other provision of this Ordinance to the contrary, the Cities, the Boazd, and
the Paying Agent/Registraz shall be entitled to treat and consider the person in whose name each
Bond is registered in the Obligation Register as the absolute owner of such Bond for the purpose
of payment of principal of, premium, if any, and interest on the Bonds, for the purpose of giving
notices of redemption and other matters with respect to such Bond, for the purpose of registering
transfer with respect to such Bond, and for all other purposes whatsoever. The Paying
Agent/Registraz shall pay all principal of, premium, if any, and interest on the Bonds only to or
upon the order of the respective Holders, as shown in the Obligation Register, or their respective
attorneys duly authorized in writing, and all such payments shall be valid and effective to fully
satisfy and discharge the Cities' obligations with respect to payment of, premium, if any, and
interest on the Bonds to the extent of the sum or sums so paid. No person other than a Holder, as
shown in the register, shall receive a certificate evidencing the obligation of the Cities to make
payments of amounts due pursuant to this Ordinance. Upon delivery by DTC to the Paying
Agent/Registrar of written notice to the effect that DTC has determined to substitute a new
nominee in place of Cede & Co., and subject to the provisions in this Ordinance with respect to
interest checks or drafts being mailed to the registered Owner at the close of business on the
Record Date, the word "Cede & Co." in this Ordinance shall refer to such new nominee of DTC.
(c) The "Blanket Representation Letter" setting respective duties with respect
to the Bonds has been previously executed and delivered by an Authorized Officer of the Airport
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858277v.3 DAL504/71017
and made applicable to the Bonds delivered in book-entry-only form to DTC, as securities
depository therefor, is hereby ratified and approved for the Bonds.
Section 3.10 Successor Securities Depositorv. In the event that the Cities, the Board, or
the Paying Agent/Registrar determine that DTC is incapable of discharging its responsibilities
described herein and in the Representation Letter, and that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain certificated Bonds, or in the event
DTC discontinues the services described herein, the Cities, the Board, or the Paying Agent/
Registrar shall (i) appoint a successor securities depository, qualified to act as such under
Section 17(a) of the Securities and Exchange Act of 1934, as amended, notify DTC and DTC
Participants, as identified by DTC, of the appointment of such successor securities depository
and transfer one or more separate Bonds to such successor securities depository or (ii) notify
DTC and DTC Participants, as identified by DTC, of the availability through DTC of Bonds and
transfer one or more separate Bonds to DTC Participants having Bonds credited to their DTC
accounts, as identified by DTC. In such event, the Bonds shall no longer be restricted to being
registered in the Obligation Register in the name of Cede & Co., as nominee of DTC, but maybe
registered in the name of the successor securities depository, or its nominee, or in whatever name
or names Holders transferring or exchanging Bonds shall designate, in accordance with the
provisions of this Ordinance.
Section 3.11 Payments to Cede & Co. Notwithstanding any other provision of this
Ordinance to the contrary, so long as any Bonds are registered in the name of Cede & Co., as
nominee of DTC, all payments with respect to principal of, premium, if any, and interest on such
Bonds, and all notices with respect to such Bonds, shall be made and given, respectively, in the
manner provided in the Representation Letter.
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4.1 Limitation on Redemption. The Bonds shall be subject to redemption
before scheduled maturity only as provided in this Article N and the Officer's Pricing
Certificate.
Section 4.2 Optional Redemption. (a) The Authorized Officer shall specify in the
Underwriting Agreement, Officer's Pricing Certificate, Initial Bond, and in the Bonds such rights
of optional redemption, if any, and the Redemption Prices therefor that are to be reserved by the
Cities.
(b) To the extent the Bonds are subject to optional redemption, the Board, at
least 45 days before the redemption date, unless a shorter period shall be satisfactory to the
Paying Agent/Registrar, shall notify the Paying Agent/Registrar of such redemption date and of
the principal amount of the Bonds to be redeemed.
Section 4.3 Partial Redemption. (a) If less than all of the Bonds are to be redeemed
pursuant to Section 4.2, the Board shall have the right to determine the maturity or maturities and
the amounts thereof to be redeemed and shall direct the Paying Agent,~Registrar to call at random
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858277v.3 DAL504/71017
the Bonds, or portions thereof, within such maturity or maturities and in such principal amounts
for redemption as determined by the Board in its sole discretion.
(b) A portion of a single Bond of a denomination greater than $5,000 may be
redeemed, but only in a principal amount equal to $5,000 or any integral multiple thereof. If
such a Bond is to be partially redeemed, the Paying Agent/Registraz shall treat each $5,000
portion of the Bond as though it were a single Bond for purposes of selection for redemption.
(c) Upon surrender of any Bond for redemption in part, the Paying
Agent/Registrar, in accordance with Section 3.5 of this Ordinance, shall authenticate and deliver
an exchange Bond or Bonds in an aggregate principal amount equal to the unredeemed portion of
the Bond so surrendered, such exchange being without chazge.
(d) 'The Paying Agent/Registraz shall promptly notify the Board in writing of
the principal amount to be redeemed of any Bond as to which only a portion thereof is to be
redeemed.
Section 4.4 Mandatory Redemption of Certain Bonds. (a) The Authorized Officer
shall specify in the Underwriting Agreement, Officer's Pricing Certificate, Initial Bond and in
the Bonds such obligations to redeem the Bonds mandatorily, and the Redemption Prices
therefor, as are to be imposed on the Cities.
(b) Subject to the provisions of subsection (c) of this Section, when less than
all of the Bonds of a specified maturity on a specified Stated Maturity Date are required to be
redeemed as determined in accordance with this Section, the Board, acting on behalf of the
Cities, shall have the right and shall direct the Paying AgentfRegistraz to call by lot the Bonds, or
portions thereof within a maturity, that are to be called for redemption. A portion of a single
Bond of a denomination greater than $5,000 may be redeemed, but only in a principal amount
equal to $5,000 or an integral multiple thereof. The Paying Agent/Registraz shall treat each
$5,000 portion of the Bond as though it were a single Bond for purposes of selection for
redemption. Upon surrender of any Bond for redemption in part, the Paying Agent/Registrar
shall authenticate and deliver an exchange Bond or Bonds in an aggregate amount equal to the
unredeemed portion of the Bond so surrendered.
(c) In lieu of the procedure described in subsection (b) of this Section, if less
than all of the Bonds of a Stated Maturity Date are required to be redeemed, the Cities and the
Board shall have the right to accept tenders of Bonds of the applicable Stated Maturity Date and
to purchase Bonds of such maturity in the open mazkets at any price that is less than the
applicable Redemption Price for the Bonds required to be redeemed.
Section 4.5 Notice of Redemption to Holders. (a) The Paying Agent/Registrar shall
give notice of any redemption of Bonds by sending notice by first class United States mail,
postage prepaid, or by such other means as is acceptable to such Holders, not less than 30 days
before the date fixed for redemption, to the Holder of each Bond (or part thereof) to be
redeemed, at the address shown on the Obligation Register.
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85H277v.3 DAL504!71017
(b) The notice shall state the redemption date, the redemption price, the place
at which the Bonds are to be surrendered for payment, and, if less than all the Bonds outstanding
are to be redeemed, an identification of the Bonds or portions thereof to be redeemed.
(c) Any notice given as provided in this Section shall be conclusively
presumed to have been duly given, whether or not the Holder receives such notice.
Section 4.6 Conditional Notice of Redemption. With respect to any optional
redemption of Bonds, unless certain prerequisites to such redemption required by the Controlling
Ordinances or this Ordinance have been met and moneys sufficient to pay the principal of and
premium, if any, and interest on the Bonds to be redeemed shall have been received by the
Paying Agent prior to the giving of such notice of redemption, such notice shall state that said
redemption may, at the option of the Board, be conditional upon the satisfaction of such
prerequisites and receipt of such moneys by the Paying Agent on or prior to the date fixed for
such redemption. If a conditional notice of redemption is given and such prerequisites to the
redemption and sufficient moneys are not received, such notice shall be of no force and effect,
the Board shall not redeem such Bonds and the Paying Agent shall notice, in the manner in
which the notice of redemption was given, to the effect that the Bonds have not been redeemed.
Section 4.7 Payment Upon Redemption. (a) Before or on each redemption date, the
Board on behalf of the Cities shall deposit with the Paying Agent/Registrar money sufficient to
pay all amounts due on the redemption date and the Paying Agent/Registrar shall make provision
for the payment of the Bonds to be redeemed on such date by setting aside and holding in trust
such amounts as are received by the Paying Agent/Registrar from the Board and shall use such
funds solely for the purpose of paying the principal of, redemption premium, if any, and accrued
interest on the Bonds being redeemed, or the tender or negotiated price in the case of Bonds
tendered or purchased under Section 4.4(c).
(b) Upon presentation and surrender of any Bond called for redemption at the
Designated PaYment/Transfer Office on or after the date fixed for redemption, the Paying
Agent/Registrar shall pay the principal of, redemption premium, if any, and accrued interest on
such Bond to the date of redemption from the money set aside for such purpose.
Section 4.8 Effect of Redemption. (a) Notice of redemption having been given as
provided in Section 4.5 of this Ordinance, the Bonds or portions thereof called for redemption
shall become due and payable on the date fixed for redemption and, unless the Cities fail in their
obligation to make provision for the payment of the principal thereof, redemption premium, if
any, or accrued interest thereon on the date fixed for redemption, such Bonds or portions thereof
shall cease to bear interest from and after the date fixed for redemption, whether or not such
Bonds are presented and surrendered for payment on such date.
(b) If the Cities shall fail to make provision for payment of all sums due on a
redemption date, then any Bond or portion thereof called for redemption shall continue to bear
interest at the rate stated on the Bond until due provision is made for the payment of same by the
Cities.
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85R277v.3 DAL504i71017
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.1 Annointment of Initial Paving A eg nt/Re ice. The Bank of New York
Mellon Trust Company, N.A., is hereby appointed as the initial Paying Agent/Registrar for the
Bonds, under and subject to the terms and provisions of the Master Paying Agent Agreement.
Section 5.2 Qualifications. The Paying Agent/Registrar shall be a commercial bank, a
trust company organized under applicable laws, or any other entity duly qualified and legally
authorized to serve as and perform the duties and services of paying agent and registrar for the
Bonds.
Section 5.3 Maintaining Paving_A ent/Registrar. (a) At all times while any Bonds
are Outstanding, the Cities will maintain a Paying Agent/Registrar that is qualified under
Section 5.2 of this Ordinance.
(b) If the Paying Agent/Registrar resigns or otherwise ceases to serve as such,
the Board will promptly appoint a replacement.
Section 5.4 Termination. The Cities, acting through the Board, upon not less than 60
days notice, reserves the right to terminate the appointment of any Paying Agent/Registrar by
delivering to the entity whose appointment is to be terminated written notice of such termination,
provided that such termination shall not be effective until a successor Paying Agent/Registrar has
been appointed and has accepted the duties of Paying Agent/Registrar for the Bonds.
Section 5.5 Notice of Change. Promptly upon each change in the entity serving as
Paying Agent/Registrar, the Board will cause notice of the change to be sent to each Holder and
Insurer by first class United States mail, postage prepaid, at the address in the Obligation
Register, stating the effective date of the change and the name and mailing address of the
replacement Paying Agent/Registrar.
Section 5.6 Agreement to Perform Duties and Functions. By accepting the
appointment as Paying Agent/Registrar, the Paying Agent/Registrar acknowledges receipt of
copies of the Controlling Ordinances and this Ordinance, and is deemed to have agreed to the
provisions thereof, and to perform the duties and functions of Paying Agent/Registrar prescribed
therein and herein.
Section 5.7 Delivery of Records to Successor. If a Paying Agent/Registrar is replaced,
such Paying AgentlRegistrar, promptly upon the appointment of the successor, will deliver the
Obligation Register (or a copy thereof) and all other pertinent books and records relating to the
Bonds to the successor Paying AgentlRegistrar.
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85R277v.3 DAL504i71017
ARTICLE VI
FORM OF THE BONDS
Section 6.1 Foam Generally. (a) The Bonds, including the Registration Certificate of
the Comptroller of Public Accounts of the State, the Certificate of the Paying Agent/Registrar,
and the Assignment foam to appear on each of the Bonds, (i) shall be substantially in the foam set
forth in this Article, with such appropriate insertions, omissions, substitutions, and other
variations as are permitted or required by this Ordinance or the Officer's Pricing Certificate, and
(ii) may have such letters, numbers, or other marks of identification (including identifying
numbers and letters of the Committee on Uniform Securities Identification Procedures of the
American Bankers Association) and such legends and endorsements (including any reproduction
of an opinion of counsel) thereon as, consistently herewith, maybe determined by the Board.
(b) Any portion of the text of any Bonds may be set forth on the reverse side
thereof, with an appropriate reference thereto on the face of the Bonds.
(c) The Bonds, including the Initial Bond submitted to the Attorney General
of Texas and any temporary Bonds, shall be typed, printed, lithographed, photocopied or
engraved, and may be produced by any combination of these methods or produced in any other
similar manner, all as determined by the officers executing such Bonds, as evidenced by their
execution thereof.
Section 6.2 Form of Bond. The form of Bond, including the form of the Registration
Certificate of the Comptroller of Public Accounts of the State, the form of Certificate of the
Paying Agent/Registrar and the form of Assignment appearing on the Bonds, shall be
substantially as follows for each Bond of each series:
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858277v.3 DAL504/7 1 0 1 7
(a) [Form of Bond]
REGISTERED REGISTERED
No. $
United States of America
State of Texas
Cities of Dallas and Fort Worth
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE BOND, SERIES 2011B
INTEREST RATE: MATURITY DATE: ORIGINAL ISSUE DATE: CUSIP NO.:
% 1, 2011
The Cities of Dallas and Fort Worth, Texas (the "Cities"), for value received, hereby
promise to pay to
or registered assigns, on the Maturity Date, as specified above, the sum of
DOLLARS
unless this Bond shall have been sooner called for redemption and the payment of the principal
hereof shall have been paid or provision for such payment shall have been made, and to pay
interest on the unpaid principal amount hereof from the later of ~ 2011 ~, or the
most recent interest payment date to which interest has been paid or provided for until such
principal amount shall have been paid or provided for, at the per annum rate of interest specified
above, computed on the basis of a 360-day year of twelve 30-day months, such interest to be
paid semiannually on May 1 and November 1 of each year, commencing 2011.2
Interest on the Bonds shall accrue from the date of the initial delivery thereof.
Capitalized tennis appearing herein that are defined terms in the Ordinances defined
below, have the meanings assigned to them in the Ordinances. Reference is made to the
Ordinances for such definitions and for all other purposes.
The principal of this Bond shall be payable without exchange or collection charges in
lawful money of the United States of America upon presentation and surrender of this Bond at
the corporate trust office in Dallas, Texas (the "Designated Payment/Transfer Office"), of The
Bank of New York Mellon Trust Company, N.A. or, with respect to a successor Paying
Agent/Registrar, at the Designated PaymentlTransfer Office of such successor. Interest on this
To he completed pursuant to the officer's Pricing Certificate for the Bonds.
To he completed pursuant ro the Officer's Pncmg Certificate for the Bonds.
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858277v.3 DAL504/71017
Bond is payable by check dated as of the interest payment date, mailed by the Paying
Agent/Registrar to the registered owner at the address shown on the registration books kept by
the Paying Agent/Registrar or by such other customary banking arrangements acceptable to the
Paying Agent/Registrar, requested by, and at the risk and expense of, the person to whom interest
is to be paid. Upon written request of a registered owner of at least $1,000,000 in principal
amount of Bonds, all payments of the principal of, redemption premium, if any, and interest on
the Bonds shall be paid by wire transfer in immediately available funds to an account designated
by such registered owner. For the purpose of the payment of interest on this Bond, the registered
owner shall be the person in whose name this Bond is registered at the close of business on the
"Record Date," which shall be the 15th day of the month next preceding such interest payment
date; provided, however, that in the event of nonpayment of interest on a scheduled interest
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. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (the "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 Holder of a
Bond appearing on the books of the Paying Agent/Registrar at the close of business on the last
business day preceding the date of mailing such notice.
If a date for the payment of the principal of or interest on the Bonds is a Saturday,
Sunday, legal holiday, or a day on which banking institutions in the Cities or in the city in which
the Designated Payment/Transfer Office is located are authorized by law or executive order to
close, then the date for such payment shall be the next succeeding Business Day, and payment on
such date shall have the same force and effect as if made on the original date payment was due.
This Bond is one of a series of fully registered bonds specified in the title hereof, dated
20113 issued in the aggregate principal amount of $ a
issued pursuant to the authority of Chapter 22, Texas Transportation Code, as amended,
Chapters 1207 and 1371, Texas Government Code, as amended and the "Controlling
Ordinances," as defined in the Forty-Sixth Supplemental Concurrent Bond Ordinance adopted
concurrently by the City Councils of the Cities (the "Forty-Sixth Supplemental Ordinance"). The
Controlling Ordinances and the Forty-Sixth Supplemental Ordinance are herein collectively
referred to as the "Ordinances." This Bond is one of the Additional Obligations authorized by
the Ordinances and is subject to the terms and provisions thereof. The Ordinances and their
respective terms and provisions are incorporated herein for all purposes. As set forth in the
Forty-Sixth Supplemental Ordinance any owner hereof is deemed to have irrevocably consented
to the complete replacement and substitution of the Controlling Ordinances by the "Master Bond
Ordinance" (as defined in the Forty-Sixth Supplemental Ordinance).
The Bonds were issued by the Cities for the purposes of obtaining funds to fund certain
capital costs of the Airport, to provide for capitalized interest, to provide funding for the Debt
Service Reserve Requirements through either the deposit of Bond proceeds or entering into a
surety or such other agreements, and to pay the Cities' and the Board's costs incurred in
` To he completed pursuant to the Officer's Pricing Certificate for the Bonds.
' To he completed pursuant to the Officer's Pacing Certificate for the Bonds.
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H58277v.3 DAL504i71017
connection with the issuance of the Bonds, including the costs of the Policy or Policies for
Insurance, if any, or the surety or debt service reserve agreement.
The Bonds and the interest thereon are payable from, and are secured by a first lien on
and pledge of the Pledged Revenues and the Pledged Funds.
The lien on and pledge of the Pledged Revenues and Pledged Funds created and granted
in the Ordinances in favor of the Bonds is on a parity with the lien and pledge thereof granted by
the Cities in favor of the Holders of Outstanding Obligations, the Initial Obligations, and any
Additional Obligations or Parity Credit Agreement Obligations that may be issued or executed
pursuant to the Controlling Ordinances, as defined and permitted therein. The Cities have
reserved the right in the Ordinances to issue Additional Obligations and Parity Credit Agreement
Obligations that, after issuance, may be secured by liens on and pledges of the Pledged Revenues
and Pledged Funds on a parity with the lien thereon in favor of the Bonds.
The Cities have also reserved the right in the Ordinances to issue Subordinate Lien
Obligations, and Net Revenue Obligations and Credit Agreement Obligations in connection
therewith, provided the lien and pledge securing the same are expressly made junior and
subordinate to the pledge and lien securing the Obligations and Parity Credit Agreement
Obligations.
All covenants requiring the Cities to pay principal and interest or other payments on
Obligations, Subordinate Lien Obligations, Net Revenue Obligations, and Credit Agreement
Obligations shall be joint, and not several, obligations, and all monetary obligations shall be
payable and collectible solely from the revenues and funds expressly pledged thereto by the
Ordinances or by an Additional Supplemental Ordinance, such revenues and funds being owned
in undivided interests by the City of Dallas (to the extent of 7/1 lths thereof) and by the City of
Fort Worth (to the extent of 4/1 lths thereof); and, each and every Holder shall by his acceptance
of this Bond consent and agree that no claim, demand, suit, or judgment for the payment of
money shall ever be asserted, filed, obtained or enforced against either of the Cities apart from
the other City and from sources other than the funds and revenues pledged thereto; and no
liability or judgment shall ever be asserted, entered or collected against either City individually,
except out of such pledged revenues and exceeding in the case of Dallas an amount equal to
7/ 11 the of the total amount asserted or demanded, and in the case of Fort Worth an amount equal
to 4/1 lths of the total amount asserted or demanded. The Holders hereof shall never have the
right to demand payment of this obligation out of any funds raised or to be raised by taxation.
[The Cities have reserved the right and option to redeem the Bonds maturing in the years
through ,inclusive, in whole or part, in principal amounts equal to $5,000 or any
integral multiple thereof, before their respective maturity dates, on November 1, , or on any
date thereafter, at a price equal to the principal amount thereof, plus interest to the date fixed for
redemption, without premium.]5
C~tional redemption prov~s~ons to be inverted pursuant to the Ot~icer's Pncmg Certificate for the Bonds.
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RSA277v.3 DALSO4i71017
[The Bonds maturing November 1, November 1, .November 1, and
November 1, shall be redeemed prior to stated maturity in part at random on November 1
as indicated, in each of the years set forth below from moneys required to be deposited to the
credit of the Debt Service Fund at the principal amount thereof and accrued interest to date of
redemption, without premium. Such required sinking fund installments as to each maturity are
as follows:
BONDS MATURING NOVEMBER 1,
Year Amount
BONDS MATURING NOVEMBER 1,
Year Amount
BONDS MATURING NOVEMBER 1,
Year Amount
BONDS MATURING NOVEMBER 1,
Year Amount
BONDS MATURING NOVEMBER 1,
Year Amount
The Paying AgenURegistrar will select at random the specific Bonds (or with respect to
Bonds having a denomination in excess of $5,000, each $5,000 portion thereof) to be redeemed
by mandatory redemption. The principal amount of Bonds required to be redeemed on any
redemption date pursuant to the foregoing mandatory sinking fund redemption provisions hereof
shall be reduced, at the option of the Board on behalf of the City, by the principal amount of any
Bonds having the same maturity which, at least 45 days prior to the mandatory sinking fund
redemption date (i) shall have been acquired by the Board on behalf of the City at a price not
exceeding the principal amount of such Bonds plus accrued interest to the date of purchase
thereof, and delivered to the Paying Agent/Registrar for cancellation, or (ii) shall have been
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HSR277v. i DAL504i71017
redeemed pursuant to the optional redemption provisions hereof and not previously credited to a
mandatory sinking fund redemption.]6
Notice of such redemption or redemptions shall be given by first class mail, postage
prepaid, not less than 30 days before the date fixed for redemption, to the registered owner of
each of the Bonds to be redeemed in whole or in part. Notice having been so given, the Bonds or
portions thereof designated for redemption shall become due and payable on the redemption date
specified in such notice; from and after such date, notwithstanding that any of the Bonds or
portions thereof so called for redemption shall not have been surrendered for payment, interest
on such Bonds or portions thereof shall cease to accrue.
With respect to any optional redemption of Bonds, unless certain prerequisites to such
redemption required by the Controlling Ordinances or this Ordinance have been met and moneys
sufficient to pay the principal of and premium, if any, and interest on the Bonds to be redeemed
shall have been received by the Paying Agent prior to the giving of such notice of redemption,
such notice shall state that said redemption may, at the option of the Boazd, be conditional upon
the satisfaction of such prerequisites and receipt of such moneys by the Paying Agent on or prior
to the date fixed for such redemption. If a conditional notice of redemption is given and such
prerequisites to the redemption and sufficient moneys are not received, such notice shall be of no
force and effect, the Board shall not redeem such Bonds and the Paying Agent shall notice, in the
manner in which the notice of redemption was given, to the effect that the Bonds have not been
redeemed.
As provided in the Ordinances, and subject to certain limitations therein set forth, this
Bond is transferable upon surrender of this Bond for transfer at the Designated PaymentlTransfer
Office, with such endorsement or other evidence of transfer as is acceptable to the Paying
Agent/Registrar, and, thereupon, one or more new fully registered Bonds of the same stated
maturity, of authorized denominations, bearing the same rate of interest, and for the same
aggregate principal amount will be issued to the designated transferee or transferees.
Neither the Cities, the Board, nor the Paying AgentlRegistraz shall be required to issue,
transfer or exchange any Bond called for redemption where such redemption is scheduled to
occur within 45 calendar days of the transfer or exchange date; provided, however, such
limitation shall not be applicable to an exchange by the registered owner of the uncalled
principal balance of a Bond.
The Cities, the Board, the Paying Agent/Registraz, and any other person may treat the
person in whose name this Bond is registered as the owner hereof for the purpose of receiving
payment as herein provided (except interest shall be paid to the person in whose name this Bond
is registered on the Record Date or Special Record Date, as applicable) and for all other
purposes, whether or not this Bond be overdue, and neither the Cities, the Boazd, nor the Paying
Agent/Registrar shall be affected by notice to the contrary.
IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond and the
series of which it is a part is duly authorized by law; that all acts, conditions and things required
`' Mandatory redemption provisions to be inserted pursuant to the Officer's Pncmg Cemficate for the Bonds.
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858277v.3 DALStWi71017
to be done precedent to and in the issuance of the Bonds have been properly done and performed
and have happened in regular and due time, form and manner, as required by law.
IN WITNESS WHEREOF, the City Council of the City of Dallas, Texas, has caused the
facsimile seal of that City to be placed hereon and this Bond to be signed by the facsimile
signature of its Mayor and countersigned by the facsimile signatures of its City Manager and
City Secretary; and the City Council of the City of Fort Worth, Texas, has caused the facsimile
seal of that City to be placed hereon and this Bond to be signed by the facsimile signature of its
Mayor, countersigned by the facsimile signature of its City Secretary, and approved as to form
and legality by its City Attorney.
COUNTERSIGNED:
City Manager,
City of Dallas, Texas
City Secretary,
City of Dallas, Texas
COUNTERSIGNED:
City Secretary,
City of Fort Worth, Texas
Mayor,
City of Dallas, Texas
Mayor,
City of Fort Worth, Texas
APPROVED AS TO FORM AND LEGALITY:
City Attorney,
City of Fort Worth, Texas
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858277x.3 DAL504/7 1 01 7
(b) [Form of Certificate of Paying Agent/Registraz]
CERTIFICATE OF PAYING AGENT/REGISTRAR
This is one of the Bonds referred to in the within mentioned Ordinances. The series of
Bonds of which this Bond is a part was originally issued as one Initial Bond which was approved
by the Attorney General of the State of Texas and registered by the Comptroller of Public
Accounts of the State of Texas.
THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.,
as Paying Agent/Registraz
Dated:
(c) [Form of Assignment]
By:
Authorized Signatory
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto (print
or typewrite name, address and zip code of transferee):
(Social Security or other identifying number: ~) the
within Bond and all rights hereunder and hereby irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept for registration
hereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed By:
Authorized Signatory
(d) Initial Bond Insertions.
NOTICE: The signature on this Assignment
must correspond with the name of the
registered owner as it appeazs on the face of
the within Bond in every particular and must
be guaranteed in a manner satisfactory to the
Paying Agent/Registrar.
(i) The Initial Bond shall be in the form set forth in paragraph (a) of
this Section, except that:
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HSR277v.3 DAL504i71017
(A) immediately under the name of the Bond, the headings
"INTEREST RATE" and "MATURITY DATE" shall both be
completed with the words "As Shown Below" and "CUSIP NO.
"deleted;
(B) in the first paragraph:
the words "on the Maturity Date" shall be deleted and the
following will be inserted:
(C) "on in the years, in the principal
installments and bearing interest at the per annum rates set forth in
the following schedule:
Principal Interest
Years Installments Rates
(D) (Information to be inserted in accordance with the Officer's
Pricing Certificate; and
(E) the Initial Bond shall be numbered TC-l.
(ii) The following Registration Certificate of Comptroller of Public
Accounts shall appear on the Initial Bond in lieu of the Certificate of the Paying
Agent/Registrar:
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER §
OF PUBLIC ACCOUNTS § REGISTER NO.
THE STATE OF TEXAS §
I HEREBY CERTIFY THAT there is on file and of record in my office a certificate to
the effect that the Attorney General of the State of Texas has examined and approved this Bond
as required by law, and that he finds that it has been issued in conformity with the constitution
and laws of the State of Texas, and that this Bond has been registered this day by me.
WITNESS MY SIGNATURE AND SEAL OF OFFICE this
[SEAL]
Comptroller of Public Accounts
of the State of Texas
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2i5R277v.3 DALSO4i71017
Section 6.3 CUSIP Registration. The Cities may secure identification numbers
through the CUSIP Service Bureau Division of Standard & Poor's Corporation, New York, New
York, and may authorize the printing of such numbers on the face of the Bonds. It is expressly
provided, however, that the presence or absence of CUSIP numbers on the Bonds shall be of no
significance or effect as regards the legality thereof and neither the Cities, the Board, nor the
attorneys approving said Bonds as to legality are to be held responsible for CUSIP numbers
incon ectly printed on the Bonds.
Section 6.4 Le ag 1 Opinion. The approving legal opinions of Vinson & Elkins L.L.P.,
McCall, Parkhurst & Horton L.L.P., and Newby Davis PLLC, Co-Bond Counsel, shall be
delivered to the Paying Agent/Registrar and the delivery thereof shall be acknowledged by the
Paying Agent/Registrar on behalf of the Holders of the Bonds.
ARTICLE VII
EXECUTION, APPROVAL, REGISTRATION, SALE AND DELIVERY
OF BONDS AND RELATED DOCUMENTS
Section 7.1 Method of Execution. Deliverv of Initial Bond. (a) Each of the Bonds
shall be signed and executed on behalf of the City of Dallas by the manual or facsimile signature
of its Mayor and countersigned by the manual or facsimile signatures of its City Manager and
City Secretary, and the corporate seal of that City shall be impressed, printed, lithographed or
otherwise reproduced or placed on each bond. Each of the Bonds shall be signed and executed
on behalf of the City of Fort Worth by the manual or facsimile signature of its Mayor and
countersigned by the manual or facsimile signature of its City Secretary; the same shall be
approved as to form and legality by the manual or facsimile signature of the City Attorney of the
City, and its corporate seal shall be impressed, printed, lithographed or otherwise reproduced or
placed upon each bond. All manual or facsimile signatures placed upon the Bonds shall have the
same effect as if manually placed thereon, all to be done in accordance with Applicable Law.
(b) In the event the Mayor, City Secretary, City Manager or City Attorney of
either of the Cities is absent or otherwise unable to execute any document or take any action
authorized herein, the Mayor Pro Tem, the Assistant City Secretary, an Assistant City Manager
or an Assistant City Attorney, respectively, shall be authorized to execute such documents and
take such actions, and the performance of such duties by the Mayor Pro Tem and the Assistant
City Secretary, and an Assistant City Manager and an Assistant City Attorney shall, for the
purposes of this Ordinance, have the same force and effect as if such duties were performed by
the Mayor, City Secretary, City Manager and City Attorney, respectively. If any official from
either City whose manual or facsimile signature shall appear on the Bonds, shall cease to be such
official before the Authentication of the Bonds or before delivery of the Bonds, such manual or
facsimile signature shall nevertheless be valid and sufficient for all purpose as if such official
had remained in such office.
(c) On the Closing Date, one "Initial Bond," of each series representing the
entire principal amount of all Bonds of such series and the terms set forth in each Officer's
Pricing Certificate applicable thereto, payable in stated installments to the Purchasers or its
designee, executed by manual or facsimile signatures of the Mayors and the City Manager of the
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858277v.3 DAL504/71017
City of Dallas and countersigned by the City Secretaries of the Cities and approved as to form
and legality by the City Attorney of the City of Fort Worth, approved by the Attorney General of
Texas, and registered and manually signed by the Comptroller of Public Accounts of the State,
will be delivered to the Purchaser of each series or its designee. Upon payment for the Initial
Bonds, the Paying Agent/Registrar shall cancel the Initial Bonds and deliver to DTC on behalf of
the Purchaser registered definitive Bonds for each maturity of each series as described in
Section 3.7.
(d) Except as provided below, no Bond shall be valid or obligatory for any
purpose or be entitled to any security or benefit of this Ordinance unless and until there appears
thereon the Certificate of Paying Agent/Registraz substantially in the form provided in this
Ordinance, duly authenticated by manual execution of the Paying Agent/Registraz. It shall not
be required that the same authorized representative of the Paying AgentlRegistraz sign the
Certificate of Paying Agent/ Registrar on all of the Bonds. In lieu of the executed Certificate of
Paying Agent/Registraz described above, the Initial Bonds shall have attached thereto the
Comptroller's Registration Certificate substantially in the form provided in this Ordinance,
manually executed by the Comptroller of Public Accounts of the State or by his duly authorized
agent, which certificate shall be evidence that the Initial Bonds have been duly approved by the
Attorney General of the State and that it is a valid and binding obligation of the Cities, and has
been registered by the Comptroller.
Section 7.2 Approval and Repstration. The Boazd is hereby authorized to have
control and custody of the Bonds and all necessazy records and proceedings pertaining thereto
pending their delivery, and the Chainman, and the officers and employees of the Boazd and of the
Cities are hereby authorized and instructed to make such certifications and to execute such
instruments as may be necessary to accomplish the delivery of the Bonds or the Initial Bond to
the Attorney General of the State of Texas and to assure the investigation, examination and
approval thereof by the Attorney General and their registration by the Comptroller of Public
Accounts. Upon registration of the Bonds, the Comptroller of Public Accounts (or a deputy
designated in writing to act for him) shall manually sign the Comptroller's Registration
Certificate accompanying the Bonds and the seal of the Comptroller shall be impressed, or
placed in facsimile, on such certificate. The Chairman of the Boazd and the Chief Executive
Officer of the Airport shall be further authorized to make such agreements and arrangements
with the purchasers of Bonds and with the Paying Agent/Registraz as may be necessary to assure
that such Bonds will be delivered to such purchasers in accordance with the terms of sale.
Section 7.3 Approval of Credit Agreements. The Board is authorized to enter into
Credit Agreements relating to the Bonds from time to time while the Bonds are Outstanding in
accordance with Applicable Law.
Section 7.4 Official Statement. The prepazation, execution and delivery of a
preliminary official statement and a final official statement for the Bonds and any supplements
thereto which may be necessary to accomplish the issuance of Bonds aze hereby authorized, in
such fonm and with such changes therein as shall be approved by an Authorized Officer or the
Board, with an Authorized Officer's execution of the Officers Pricing Certificate for the Bonds
to constitute conclusive evidence of such approval.
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RSR277v.3 DAL504i71017
Section 7.5 Attorney General Modification. In order to obtain the approval of the
Bonds by the Attorney General of the State of Texas, any provision of this Ordinance may be
modified, altered or amended after the date of its adoption if required by the Attorney General in
connection with the Attorney General's examination as to the legality of the Bonds and approval
thereof in accordance with the applicable law. Such changes, if any, shall be provided to the
City Secretary of each City and such City Secretary shall insert such changes into this Ordinance
as if approved on the date hereof.
Section 7.6 Further Action. The Authorized Officers and each of them are authorized,
empowered and directed to execute such other documents in addition to those enumerated herein
and to take such other actions as they deem necessary or advisable in order to carry out and
perform the purposes of this Ordinance.
ARTICLE VIII
GENERAL PROVISIONS
Section 8.1 Deposit and Uses of Bond Proceeds. The proceeds received from the sale
of the Bonds, together with other available funds, if any, shall be applied as follows: (i) an
amount as specified in the Officer's Pricing Certificate shall be deposited to the Debt Service
Reserve Fund or shall be used to purchase a Credit Agreement, which together with the amount
on deposit therein, is equal to the Debt Service Reserve Requirement; (ii) an amount shall be
deposited to the Capitalized Interest Account of the Construction Fund to pay capitalized interest
on the Bonds, (iii) an amount shall be deposited to the Construction Fund for payment of capital
improvements of the Airport; and (iv) an amount specified in the Officer's Pricing Certificate,
equal to the Cities' and the Board's costs of issuance of the Bonds will be deposited into the
Construction Fund.
Section 8.2 Payment of the Bonds. While any of the Bonds are outstanding and
unpaid, the Board shall make available to the Paying Agent/Registrar, out of the Debt Service
Fund or the Debt Service Reserve Fund, the amounts and at the times required by this Ordinance
and the Controlling Ordinances, money sufficient to pay when due all amounts required to be
paid by this Ordinance, the Controlling Ordinances, the Outstanding Ordinances, and the
Additional Supplemental Ordinances, if any, that authorize the issuance of the Initial Obligations
or Additional Obligations.
Section 8.3 Representations and Covenants. (a) The Cities and the Board will
faithfully perform at all times any and all covenants, undertakings, stipulations, and provisions
contained in the Controlling Ordinances and this Ordinance; the Cities will promptly pay or
cause to be paid from Pledged Revenues the principal of, interest on, and premium, if any, with
respect to, each Bond on the dates and at the places and manner prescribed in each Bond; and the
Cities will, at the times and in the manner prescribed by this Ordinance, deposit or cause to be
deposited the amounts of money specified by the Controlling Ordinances and this Ordinance.
(b) The Cities are duly authorized by Applicable Law to issue the Bonds; all
action on their part for the issuance of the Bonds has been duly and effectively taken; and the
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858277v.3 DAL504171017
Bonds in the hands of the Holders are and will be valid and enforceable special obligations of the
Cities and the Board in accordance with their terms.
(c) The Board, the officers, employees and agents are hereby directed to
observe, comply with and carry out the terms and provisions of this Ordinance.
Section 8.4 General Tax Covenant Regarding Tax-Exemption. The Cities and the
Board covenant to take any action necessary to assure, or refrain from any action which would
adversely affect, the treatment of the Bonds as obligations described in section 103 of the
Internal Revenue Code of 1986, as amended (the "Code"), the interest on which is not includable
in the "gross income" of the holder for purposes of federal income taxation. The Cities and the
Board understand that the term "Proceeds" includes "disposition proceeds," as defined in the
Treasury Regulations. It is the understanding of the Cities and the Board that the covenants
contained in this Ordinance are intended to assure compliance with the Code and any regulations
or rulings promulgated by the U.S. Department of the Treasury pursuant thereto. In the event
that regulations or rulings are hereafter promulgated which modify, or expand provisions of the
Code, as applicable to the Bonds, the Cities and the Board will not be required to comply with
any covenant contained herein to the extent that such failure to comply, in the opinion of
nationally-recognized bond counsel, will not adversely affect the exemption from federal income
taxation of interest on the Bonds under section 103 of the Code. In the event that regulations or
rulings are hereafter promulgated which impose additional requirements which are applicable to
the Bonds, the Cities and the Board agree to comply with the additional requirements to the
extent necessary, in the opinion of nationally-recognized bond counsel, to preserve the
exemption from federal income taxation of interest on the Bonds under section 103 of the Code.
Notwithstanding any other provision of this Ordinance, the terms conditions and
requirements of Sections 8.4 through 8.9 of the Ordinance shall survive the defeasance and
discharge of the Bonds and the Cities and the Board will continue to comply with such terms,
conditions and requirements to the extent that a failure to do so would adversely affect the
treatment of the Bonds as obligations described in section 103 of the Code, the interest on which
is not includable in the "gross income" of the holder for purposes of federal income taxation.
For purposes of making the foregoing determination, the Cities and the Board may rely on the
advice ofnationally-recognized bond counsel.
Section 8.5 Use of Proceeds. The Cities and the Board covenant and agree that it will
make use of the Proceeds of the Bonds, including interest or other investment income derived
from such Proceeds, regulate the use of property financed, directly or indirectly, with such
Proceeds, and take such other and further action as may be required so that the Bonds will not be
"private activity bonds" within the meaning of section 141 of the Code.
Section 8.6 No Federal Guarantee. The Cities and the Board covenant and agree to
refrain from taking any action that would result in the Bonds being "federally guaranteed" within
the meaning of section 149(b) of the Code.
Section 8.7 No Arbitrase. The Cities and the Board covenant and agree that they will
make such use of the Proceeds of the Bonds, including interest or other investment income
deri~~ed from Proceeds of the Bonds. regulate investments of Pmceeric ~f rF,P Rnn.~c any -~t~P
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858277x.3 DAL504/71017
such other and further action as may be required so that the Bonds will not be "azbitrage bonds"
within the meaning of section 148(x) of the Code. In furtherance thereof, the Cities and the
Board covenant and agree as follows:
(a) to refrain from using any portion of the Proceeds of the Bonds, directly or
indirectly, to acquire or to replace funds which were used, directly or indirectly, to acquire
investment property (as defined in section 148(b)(2) of the Code) which produces a materially
higher yield over the term of each issue of the Bonds, other than investment property acquired
with --
(i) Proceeds of the Bonds invested for a reasonable temporary period,
within the meaning of Section 148 ,of the Code,
(ii) Proceeds or amounts invested in a bona fide debt service fund,
within the meaning of section 1.148-1(b) of the Treasury Regulations, and
(iii) amounts deposited in any reasonably required reserve or
replacement fund to the extent such amounts do not exceed 10 percent of the
stated principal amount (or, in the case of more than a "de minimis amount" of
original issue discount, the issue price, within the meaning of section 1.148-1(b)
of the Treasury Regulations) of the Bonds;
(b) to otherwise restrict the use of the Proceeds of the Bonds or amounts
treated as Proceeds of the Bonds, as may be necessary, to satisfy the requirements of section 148
of the Code (relating to arbitrage);
(c) to create and maintain a Rebate Fund, as required below for the Bonds, to
pay to the United States of America at least once during each five-yeaz period (beginning on the
date of delivery of the Bonds) an amount that is at least equal to 90 percent of the "Excess
Earnings," within the meaning of section 148(f) of the Code and to pay to the United States of
America, not later than 60 days after the Bonds have been paid in full, 100 percent of the amount
then required to be paid as a result of Excess Earnings under section 148(f) of the Code; and
(d) to maintain such records as will enable the Cities and the Board to fulfill
their responsibilities under this section and section 148 of the Code and to retain such records for
at least six yeazs following the final payment of principal and interest on each issue of the Bonds.
In order to facilitate the requirements of subsection (c) of this Section, the Rebate Fund
shall be established and maintained by the Boazd, on behalf of itself and the Cities, 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 Holders and Credit Providers. Amounts on deposit in the Rebate Fund in
accordance with section 148 of the Code shall be paid periodically to the United States of
America in such amounts and at such times as are required by said section.
Section 8.8 Record Retention. The City and the Boazd covenant and agree to retain all
pertinent and material records relating to the use and expenditure of the Proceeds of the Bonds
until six years after the last Bond is redeemed, or such shorter period as authorized by
subsequent guidance issued by the Department of Treasury, if applicable. All records will be
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858277v.3 DAL504/71017
kept in a manner that ensures their complete access throughout the retention period. For this
purpose, it is acceptable that such records are kept either as hardcopy books and records or in an
electronic storage and retrieval system, provided that such electronic system includes reasonable
controls and quality assurance programs that assure the ability of the Cities and the Board to
retrieve and reproduce such books and records in the event of an examination of the Bonds by
the Internal Revenue Service.
Section 8.9 Disposition of Proiect. The Cities and the Board covenant that the property
constituting the projects financed or refinanced with the Proceeds of the Bonds will not be sold
or otherwise disposed in a transaction resulting in the receipt by the Cities or the Board of cash
or other compensation, unless the Cities and the Board obtain an opinion of nationally-
recognized bond counsel that such sale or other disposition will not adversely affect the tax-
exempt status of the Bonds. For purposes of the foregoing, the portion of the property
comprising personal property and disposed in the ordinary course shall not be treated as a
transaction resulting in the receipt of cash or other compensation. For purposes hereof, the Cities
and the Board shall not be obligated to comply with this covenant if they obtain an opinion that
such failure to comply will not adversely affect the excludability for federal income tax purposes
from gross income of the interest on the Bonds.
Section 8.10 Bond Insurance. The Bonds may be offered with one or more
commitments for bond insurance provided by the Insurer or Insurers, with the bond insurance to
be evidenced by one or more of the then current legal forms of the Policy or Policies. The Cities
may sell one or more maturities of the Bonds based on such insurance but are not required to
obtain bond insurance from another source if the Insurer does not honor or is unable to honor its
obligations to deliver the Policy or Policies on the Closing Date. In the event that any of the
Bonds are insured, the covenants and representations of the Cities relating to insurance shall be
set forth in the Officer's Pricing Certificates.
ARTICLE IX
REPEAL, SEVERABILITY, AND EFFECTIVE DATE
Section 9.1 Ordinance Irrenealable. After any of the Bonds shall be issued, this
Ordinance shall constitute a contract between the Cities, the Holders, and each Insurer, and this
Ordinance shall be and remain inepealable until the Bonds and the interest thereon shall be fully
paid, canceled, refunded or discharged or provision for the payment thereof shall be made.
Section 9.2 Severability. If any Section, paragraph, clause or provision of this
Ordinance shall for any reason be held to be invalid or unenforceable, the invalidity or lack of
enforceability of such Section, paragraph, clause or provision shall not affect any of the
remaining provisions of this Ordinance. If any Section, paragraph, clause or provision of the
Contract and Agreement shall for any reason be held to be invalid or unenforceable, the
invalidity or lack of enforceability of such Section, paragraph, clause or provision shall not affect
any of the remaining provisions of the Contract and Agreement, or of any other provisions of this
Ordinance not dependent directly for effectiveness upon the provision of the Contract and
Agreement thus declared to be invalid and unenforceable.
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SSR277v.3 DAL504i71017
Section 9.3 Effective Date. This Ordinance, when duly passed by both Cities, shall be
in full force and effect.
(Execution Pages Follow)
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R58277v.3 DAL504/71017
APPROVED AND ADOPTED BY THE DALLAS CITY COUNCIL THIS MAY 25, 2011.
CITY OF DALLAS:
MARY K. SUHM,
City Manager
APPROVED AS TO FORM:
THOMAS P. PERKINS, JR.,
City Attorney
By:
Assistant City Manager
By:
Assistant City Attorney
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858277v.3 DAL504i71017
PASSED BY THE FORT WORTH CITY COUNCIL THIS MAY 24, 2011.
Mayor,'City of Fort Wf/fth, Texas
ATTEST:
City Secretary,
City of Fort Worth, Texas
APPROVED AS TO FORM AND LEGALITY:
_ ,
City Attorne , -C
City of F~Worth, Texas
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858277v.3 DAL504/71017
THE STATE OF TEXAS §
COUNTY OF DALLAS §
CITY OF DALLAS §
I, Deborah Watkins, City Secretary of the City of Dallas, Texas, do hereby certify:
1. That the above and foregoing is a true and correct copy of an excerpt from the
minutes of the City Council of the City of Dallas, had in regular meeting, May 25, 2011,
confirming the passage of Dallas/Fort Worth International Airport Forty-Sixth Supplemental
Concurrent Bond Ordinance authorizing the issuance of Dallas/Fort Worth International Airport
Joint Revenue Bonds, Series 2011B, which ordinance is duly of record in the minutes of said
City Council.
2. That said meeting was open to the public, and public notice of the time, place and
purpose of said meeting was given, all as required by Chapter 551, Texas Government Code, as
amended.
WITNESS MY HAND and seal of the City of Dallas, Texas, this day of
2011.
City Secretary,
City of Dallas, Texas
(SEAL)
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858277v.3 DAL504/71017
THE STATE OF TEXAS §
COUNTY OF TARRANT §
CITY OF FORT WORTH §
I, Marty Hendrix, City Secretary of the City of Fort Worth, Texas, do hereby certify:
1. That the above and foregoing is a true and correct copy of an Ordinance, duly
presented and passed by the City Council of the City of Fort Worth, Texas, at a regular meeting
held on May 24, 2011, as same appears of record in the Office of the City Secretary.
2. That said meeting was open to the public, and public notice of the time, place and
purpose of said meeting was given, all as required by Chapter 551, Texas Government Code, as
amended.
WITNESS MY HAND and the Official Seal of the City of Fort Worth, Texas, this _ day
of , 2011.
City Secretary,
City of Fort Worth, Texas
(SEAL)
RSR277v.3 DAL504/71017
A Resolution
NO. 3796-10-2009
A RESOLUTION OF THE CITY COUNCIL OF THE C[TY
OF FORT WORTH, TEXAS, NON7<INATING MARK D.
CHAMBERS, JR. FOR APPOINTMENT TO THE BOARD
OF DIRECTORS FOR THE DENTON CENTRAL
APPRAISAL DISTRICT
WHEREAS, the Texas Property Tax Code requires the creation of a tax appraisal
district in each county in the State of Texas; and
WHEREAS, the Texas Property Tax Code provides for the nomination and
election of directors to the Denton Central Appraisal District Board of Directors; and
WHEREAS, it is necessary to nominate candidates for selection as directors of
the Denton Central Appraisal District of Denton County for atwo-year term
commencing January 1, 2010.
NOW, THEREFORE, BE IT RESOLVED BY THE C[TY COUNCIL OF THE
CITY OF FORT WORTH, TEXAS, THAT:
Mark D. Chambers. Jr. is hereby nominated for a position on the Board of
Directors of the Denton Contra( Appraisal District of Denton County.
AND IT [S SO RESOLVED.
ADOPTED this 13th day of October. 2009.
n ~s;~~
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A rT ES~I`:
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yt
Marty Hondrix. City . cretary _ _~\~ , ~ ;:' .. _.~,;
FoRT^ Wi~~
MINUTES AND CERTIFICATION FOR
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
FORTY-~SIx-}'I'11 SUPPLEMENTAL CONCURRENT BOND ORDINANCE
THE STATE OF TEXAS §
COUNTIES OF TARRANT AND DENTON §
CITY OF FORT WORTH §
I, the undersigned officer of the City of Fort Worth, hereby certify as follows:
1. That said City Council convened in REGULAR MEETING ON THE 24th DAY
OF MAY, 2011, at the City Hall, and the roll was called of the duly constituted officers and
members of said City Council, to-wit:
Mike Moncrief, Mayor
Daniel Scarth, Mayor Pro Tem
Tom Higgins, Interim City Manager
Sarah J. Fullenwider, City Attorney
Lena Ellis, Director and Chief Financial Officer
Marty Hendrix, City Secretary
James Mauldin, City Treasurer
Salvador Espino, Councilmember
W.B. Zimmerman, Councilmember
Frank Moss, Councilmember
Jungus Jordan, Councilmember
Carter Burdette, Councilmember
Kathleen Hicks, Councilmember
Joel Burns, Councilmember
and all of said persons were present except Daniel Scarth and Frank Moss thus constituting a
quorum. Whereupon, among other business, the following was transacted at said Meeting: a
written
FORTY-SEVENTH SUPPLEMENTAL CONCURRENT BOND ORDINANCE
AUTHORIZING DALLAS/FORT WORTH INTERNATIONAL AIRPORT JOINT
REVENUE REFUNDING BONDS, SERIES 2011C, SERIES 2011D, SERIES 2011E,
SERIES 2011F, AND SERIES 2011G, AND SERIES 2011H, FOR LAWFUL PURPOSES;
PROVIDING THE SECURITY THEREFORE; PROVIDING FOR THE SALE,
EXECUTION AND DELIVERY THEREOF SUBJECT TO CERTAIN PARAMETERS;
AND PROVIDING OTHER TERMS, PROVISIONS AND COVENANTS WITH
RESPECT THERETO
was duly introduced for the consideration of said City Council and read in full. It was then duly
moved and seconded that said Ordinance be adopted; and, after due discussion, said motion,
carrying with it the adoption of said Ordinance, prevailed and carried by the following vote:
AYES:
NOES: O
ABSTENTIONS: O
~s ~~~~~~?s~ i
2. That a true, full, and correct copy of the aforesaid Ordinance adopted at the
Meeting described in the above and foregoing paragraph is attached to and follows this
Certificate; that said Ordinance has been duly recorded in said City Council's minutes of said
Meeting; that the above and foregoing paragraph is a true, full, and correct excerpt from said
City Council's minutes of said Meeting pertaining to the adoption of said Ordinance; that the
persons named in the above and foregoing paragraph are the duly chosen, qualified, and acting
officers and members of said City Council as indicated therein; and that each of the officers and
members of said City Council was duly and sufficiently notified officially and personally, in
advance, of the time, place, and purpose of the aforesaid Meeting, and that said Ordinance would
be introduced and considered for adoption at said Meeting, and each of said officers and
members consented, in advance, to the holding of said Meeting for such purpose; and that said
Meeting was open to the public, and public notice of the time, place, and purpose of said
Meeting was given, all as required by Chapter 551, Texas Government Code, as amended.
SIGNED
City Secretary, City f Fort Worth
(SEAL)
Signature Page to ,tilinutes and Certification
CAS 899623v. I