HomeMy WebLinkAbout(0078) co ord draft 040921.PDFORDINANCE NO.-04-2021
BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS,
PROVIDING FOR THE ISSUANCE OF CITY OF FORT WORTH, TEXAS
COMBINATION TAX AND REVENUE CERTIFICATES OF
OBLIGATION, SERIES 2021, IN AN AGGREGATE PRINCIPAL
AMOUNT NOT TO EXCEED $18,500,000; PROVIDING FOR THE LEVY,
ASSESSMENT AND COLLECTION OF A TAX SUFFICIENT TO PAY
THE INTEREST ON SAID CERTIFICATES OF OBLIGATION AND TO
CREATE A SINKING FUND FOR THE REDEMPTION THEREOF AT
MATURITY; PLEDGING CERTAIN REVENUES IN SUPPORT OF SAID
CERTIFICATES; AND ORDAINING OTHER MATTERS RELATING TO
THE SUBJECT
THE STATE OF TEXAS
COUNTIES OF TARRANT, DENTON, WISE, PARKER AND JOHNSON
CITY OF FORT WORTH
WHEREAS, the City of Fort Worth, Texas (the "City" or the "Issuer"), is a "home -rule"
city operating under a home -rule charter adopted pursuant to Section 5 of Article XI of the Texas
Constitution, with a population according to the latest federal decennial census of in excess of
50,000; and
WHEREAS, on the 23rd day of February, 2021, the City Council of the City passed an
ordinance authorizing and directing notice of its intention to issue the Certificates of Obligation
herein authorized to be issued, to be published in a newspaper as required by Section 271.049 of
the Texas Local Government Code, in an amount not to exceed $18,500,000; and
WHEREAS, the City caused said notice of intention to be published in the Fort Worth
Star -Telegram on February 24, 2021 and March 3, 2021, and said notice of intention was
continuously posted on the City's Internet website beginning on February 24, 2021; and
WHEREAS, no petition, signed by 5% of the qualified electors of the Issuer as permitted
by Section 271.049 of the Texas Local Government Code protesting the issuance of such
Certificates of Obligation, has been filed; and
WHEREAS, due to fluctuating conditions in the public debt markets, the City Council, in
adopting this Ordinance, is delegating the sale and delivery of the Certificates of Obligation
hereinafter authorized to the Pricing Officer, as defined herein, subject to the parameters set forth
in this Ordinance; and
WHEREAS, the Certificates of Obligation hereinafter authorized are to be issued and
delivered pursuant to Subchapter C of Chapter 271 of the Texas Local Government Code, and
Chapter 1371 of the Texas Government Code ("Chapter 1371 ");
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH,
TEXAS:
Section 1. DEFINITIONS. That as used in this Ordinance, unless a different meaning
clearly appears from the context, the capitalized terms set forth in this Ordinance shall have the
meaning set forth below. Any reference in this Ordinance to "FORM OF CERTIFICATE" shall
refer to the form of the Certificates set forth in Exhibit A to this Ordinance.
The term "Authentication Certificate" shall have the meaning given said term in Section
6(d) hereof.
The term "Authorized Denomination" shall mean $5,000 and any integral multiple of
$5,000.
The term 'Bidding Instructions" shall have the meaning given said term in Section 3(a)
hereof.
The term 'Business Day" shall mean a day that is not a Saturday, Sunday or legal holiday
on which banking institutions in the States of Texas or New York are authorized or required by
law or executive order to remain closed or the New York Stock Exchange or DTC is closed.
The terms "Certificates" and "Certificates of Obligation" shall mean and include
collectively the Initial Certificate and all substitute Certificates of Obligation exchanged therefor,
as well as all other substitute Certificates of Obligation and replacement Certificates of
Obligation issued pursuant hereto; and the term "Certificate" shall mean any of the Certificates.
The terms "City" and 'Issuer" shall mean the City of Fort Worth, Texas.
The term "Code" shall mean the Internal Revenue Code of 1986, as amended.
The term "Defeasance Securities" shall mean (i) direct, noncallable obligations of the
United States of America, including obligations that are unconditionally guaranteed by the
United States of America and (ii) noncallable obligations of an agency or instrumentality of the
United States of America, including obligations that are unconditionally guaranteed or insured
by the agency or instrumentality, and that, on the date of the purchase thereof, are rated as to
investment quality by a nationally recognized investment rating firm not less than AAA or its
equivalent.
The term "Defeased Certificate" shall have the meaning given said term in Section 23(a)
hereof.
The term "Designated Trust Office" shall have the meaning given said term in Section
6(a) hereof.
The term "DTC' shall have the meaning given said term in Section 17 hereof.
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The term "Eligible Investments" shall mean those investments in which the City is now or
hereafter authorized by law (including, but not limited to, Chapter 2256, Texas Government
Code) and its investment policy to purchase, sell and invest its funds and funds under its control.
The term "Fiscal Year" shall mean the regular fiscal year used by the City, which
currently runs from October 1 through September 30, or any twelve consecutive months period
established by the City.
The term "Initial Certificate" shall have the meaning given said term in Section 3(a)
hereof.
The term "Interest and Redemption Fund" shall have the meaning given said term in
Section 8 hereof.
The term "MAC' means the Municipal Advisory Council of Texas.
The term "MSRB" shall mean the Municipal Securities Rulemaking Board.
The term "Official Bid Form" shall have the meaning given said term in Section 3(a)
hereof.
The term "Official Statement" shall have the meaning given said term in Section 3(c)
hereof.
The term "Paying Agent/Registrar" shall have the meaning given said term in Section
6(a) hereof.
The term "Preliminary Official Statement" shall have the meaning given said term in
Section 3(c) hereof.
The term "Pricing Officer" means the City Manager and the Chief Financial
Officer/Director of Financial Management Services of the City, acting individually but not
collectively.
The term "Purchasers" means the entity or entities listed in the Official Bid Form
accepted by the City as the best bid for the Certificates.
hereof.
hereof.
The term "Registered Owner" shall have the meaning given said term in Section 6(a)
The term "Registration Books" shall have the meaning given said term in Section 6(a)
The term "Regulations" shall have the meaning given said term in Section 13 hereof.
The term "Rule" shall mean SEC Rule 15c2-12, as amended from time to time.
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The term "SEC" shall mean the United States Securities and Exchange Commission.
The term "Surplus Revenues" shall mean those revenues from the operation of the Cityms
Water and Sewer System remaining after payment of all operation and maintenance expenses
thereof and payment of debt service and other obligations secured by net revenues of the City's
Water and Sewer System now or hereafter outstanding and incurred.
Section 2. AUTHORIZATION OF CERTIFICATES OF OBLIGATION. That the
Issuer's Certificates of Obligation, to be designated the "City of Fort Worth, Texas Combination
Tax and Revenue Certificates of Obligation, Series 2021 ", are hereby authorized to be issued and
delivered in the principal amount not to exceed $18,500,000, for the purpose of providing part of
the funds for paying contractual obligations to be incurred by the Issuer, to -wit: financing of
improvements to Trinity Boulevard within the City, and the payment of fiscal, engineering and
legal fees incurred in connection therewith.
Section 3. DELEGATION OF SALE OF CERTIFICATES; PARAMETERS. (a)
Maximum Maturity of Certificates. That the Certificates shall be sold as fully registered
certificates, without interest coupons, numbered consecutively from R-1 upward, payable to the
respective initial registered owners of the Certificates, or to the registered assignee or assignees
of the Certificates, in any Authorized Denomination, maturing not later than September 1, 2033,
payable serially or otherwise on the dates, in the years and in the principal amounts, and dated,
all as set forth in the bidding instructions prepared in connection with the sale of the Certificates
(the "Bidding Instructions") and the bid form to be submitted by bidders seeking to purchase the
Certificates (the "Official Bid Form"). The foregoing notwithstanding, the City agrees to cause
to be delivered to the Paying Agent/Registrar one (1) initial Certificate numbered T-1 (the
"Initial Certificate") and registered to the Purchasers or their designee, following the approval by
the Attorney General and the registration by the Comptroller, as further provided in the FORM
OF CERTIFICATE.
(b) Delegation of Authority. Each Pricing Officer, acting for and on behalf of the City, is
hereby authorized to seek competitive bids for the sale of the Certificates authorized to be sold
by this Ordinance, and is hereby authorized to prepare and distribute the Bidding Instructions
and the Official Bid Form with respect to seeking competitive bids for the sale of the
Certificates. The Bidding Instructions shall contain the terms and conditions relating to the sale
of the Certificates, including the date bids for the purchase of the Certificates are to be received,
the date of the Certificates, any additional designation or title by which the Certificates shall be
known, the aggregate principal amount of the Certificates to be sold, the price at which the
Certificates will be sold, the years in which the Certificates will mature, the rate or rates of
interest to be borne by each such maturity, the interest payment periods, the dates, price, and
terms upon and at which the Certificates shall be subject to redemption prior to maturity at the
option of the City, as well as any mandatory sinking fund redemption provisions, and all other
matters relating to the issuance, sale and delivery of the Certificates so sold including, without
limitation, the use of municipal bond insurance for the Certificates. The Certificates shall bear
interest at the rates per annum set forth in the Official Bid Form accepted as the best bid. The
interest on the Certificates shall be payable to the Registered Owner of any such Certificate on
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the dates and in the manner provided in the FORM OF CERTIFICATE. Interest shall be
calculated on the basis of a 360-day year consisting of twelve 30-day months. Interest on the
Certificates shall be payable on the dates set forth in the Official Bid Form, until maturity or
prior redemption of the Certificates. Each Pricing Officer, acting for and on behalf of the City, is
hereby authorized to receive and accept bids for the sale of Certificates in accordance with the
Bidding Instructions on such date as determined by a Pricing Officer. The Certificates so sold
shall be sold at such price as a Pricing Officer of the City shall determine to be the most
advantageous to the Issuer, which determination shall be evidenced by the execution thereby of
the Official Bid Form submitted by the best and winning bidder. As a condition to executing the
Official Bid Form, the Certificates must bear a rating at a level such that the Certificates satisfy
the requirements of Chapter 1371 to constitute "obligations", as such term is defined in Chapter
1371. One Certificate in the principal amount maturing on each maturity date as set forth in the
Official Bid Form shall be delivered to the Purchasers, and the Purchasers shall have the right to
exchange such Certificates as provided in Section 5 hereof without cost. The FORM OF
CERTIFICATE shall be revised to reflect the terms of the sale of the Certificates as reflected in
the Official Bid Form accepted as the best bid for the Certificates. The Certificates shall initially
be registered in the name as set forth in the Official Bid Form. In case any officer whose
signature shall appear on the Certificates shall cease to be such officer before the delivery of the
Certificates, such signature shall nevertheless be valid and sufficient for all purposes the same as
if such officer had remained in office until such delivery. A Pricing Officer shall not execute the
Official Bid Form unless the best bidder has confirmed to a Pricing Officer that either it has
made disclosure filings to the Texas Ethics Commission in accordance with Section 2252.908,
Texas Government Code or is exempt from making such filings under Section 2252.908(c)(4),
Texas Government Code. Within thirty (30) days of receipt of any disclosure filings from the
best bidder for the Certificates, the City will acknowledge such disclosure filings in accordance
with the rules of the Texas Ethics Commission. Any finding or determination made by a Pricing
Officer relating to the issuance and sale of the Certificates shall have the same force and effect as
a finding or determination made by the City Council. By adoption of this Ordinance, the Chief
Financial Officer/Director of Financial Management Services of the City, as a Pricing Officer, is
designated a special Acting Assistant City Manager for the limited purposes of executing
certificates, agreements, notices, instruction letters, requisitions, and other documents on behalf
of the City in accordance with this Ordinance.
(c) General. The City Council authorizes each Pricing Officer to provide for and
oversee the preparation of a preliminary official statement (the "Preliminary Official Statement")
and final official statement (the "Official Statement") in connection with the issuance of the
Certificates, and to approve the Preliminary Official Statement and the Official Statement and
deem the Preliminary Official Statement final, and to provide it to the Purchasers, in compliance
with the Rule. Each Pricing Officer is further authorized and directed to deliver for and on behalf
of the City copies of a Preliminary Official Statement and final Official Statement, prepared in
connection with the offering of the Certificates by the Purchasers, in final form as may be
required by the Purchasers. The final Official Statement in the form and content approved by a
Pricing Officer shall be deemed to be approved by the City Council and constitute the Official
Statement authorized for distribution and use by the Purchasers. The City Council authorizes the
payment of the fee of the Office of the Attorney General of the State of Texas for the
examination of the proceedings relating to the issuance of the Certificates, in the amount
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determined in accordance with the provisions of Section 1202.004, Texas Government Code.
Proceeds from the sale of the Certificates shall be used in the manner described in a letter of
instructions executed by or on behalf of the City, provided, that proceeds representing accrued
interest on the Certificates, if any, shall be deposited to the credit of the Interest and Redemption
Fund and proceeds representing premium received in connection with the sale of the Certificates
shall be used in a manner consistent with the provisions of Section 1201.042(d), Texas
Government Code, provided, that the principal amount of the Certificates plus any premium
received that is expended on the projects described in Section 2 of this Ordinance shall not
exceed $18,500,000.
Section 4. REDEMPTION. That the Certificates may be subject to optional and/or
mandatory redemption prior to their scheduled maturities, to the extent provided in the Official
Bid Form. Notice of redemption shall be given to Registered Owners of the Certificates in the
manner provided in the FORM OF CERTIFICATE. If due provision for the payment of the
redemption price for Certificates subject to redemption is made, the Certificates, or the portions
thereof, which are to be so redeemed, thereby automatically shall be redeemed prior to their
scheduled maturities, and shall not bear interest after the date fixed for their redemption, and
shall not be regarded as being outstanding except for the right of the Registered Owner to receive
the redemption price plus accrued interest to the date fixed for redemption from the Paying
Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar shall
record in the Registration Books all such redemptions of principal of the Certificates, or any
portion thereof. If a portion of any Certificate shall be redeemed, a substitute Certificate or
Certificates having the same maturity date, bearing interest at the same rate, in any Authorized
Denomination, at the written request of the Registered Owner, and in an aggregate principal
amount equal to the unredeemed portion thereof, will be issued to the Registered Owner upon the
surrender thereof for cancellation, at the expense of the Issuer, all as provided in this Ordinance.
Section 5. INTEREST. That the Certificates shall bear interest at the rates per annum
set forth in the Official Bid Form accepted as the best bid. The interest on the Certificates shall
be payable to the registered owner of any such Certificate on the dates and in the manner
provided in the FORM OF CERTIFICATE set forth in Exhibit A to this Ordinance. Interest on
the Certificates shall be calculated on the basis of a 360-day year consisting of twelve 30-day
months. The Certificates shall not have a net effective interest rate, calculated in accordance with
Chapter 1204, Texas Government Code, in excess of 2.50%.
Section 6. CHARACTERISTICS OF THE CERTIFICATES. (a) Registration and
Transfer. That the City shall keep or cause to be kept at the designated corporate trust office of
BOKF, NA, or such other bank, trust company, financial institution, or other agency named in
accordance with the provisions of subsection (g) below (the "Paying Agent/Registrar") books or
records for the registration and transfer of the Certificates (the "Registration Books"), and the
Issuer hereby appoints the Paying Agent/Registrar as its registrar and transfer agent to keep such
books or records and make such transfers and registrations under such reasonable regulations as
the Issuer and the Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall
make such transfers and registrations as herein provided. It shall be the duty of the Paying
Agent/Registrar to obtain from the initial registered owners thereof, or from the registered
assignee or assignees of the Certificates or any portion thereof (in each case, the "Registered
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Owner") and record in the Registration Books the address of the Registered Owner of each
Certificate to which payments with respect to the Certificates shall be mailed, as herein provided.
The Issuer or its designee shall have the right to inspect the Registration Books during regular
business hours of the Paying Agent/Registrar at its Designated Trust Office, but otherwise the
Paying Agent/Registrar shall keep the Registration Books confidential and, unless otherwise
required by law, shall not permit their inspection by any other entity. Registration of each
Certificate may be transferred in the Registration Books only upon presentation and surrender
thereof to the Paying Agent/Registrar at its Designated Trust Office for transfer of registration
and cancellation, together with proper written instruments of assignment, in form and with
guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing the assignment of
such Certificate, or any portion thereof in any Authorized Denomination, to the assignee or
assignees thereof, and the right of such assignee or assignees to have such Certificate or any such
portion thereof registered in the name of such assignee or assignees. Upon the assignment and
transfer of any Certificate or any portion thereof, a new substitute Certificate or Certificates shall
be issued in exchange therefor in the manner herein provided. As of the date this Ordinance is
approved by the City, the "Designated Trust Office" of the Paying Agent/Registrar is its Dallas,
Texas corporate trust office.
(b) Ownership; Registration Books. The entity in whose name any Certificate shall be
registered in the Registration Books at any time shall be treated as the absolute owner thereof for
all purposes of this Ordinance, whether or not such Certificate shall be overdue, and the Issuer
and the Paying Agent/Registrar shall not be affected by any notice to the contrary; and payment
of, or on account of, the principal of, premium, if any, and interest on any such Certificate shall
be made only to such Registered Owner. All such payments shall be valid and effectual to
satisfy and discharge the liability upon such Certificate to the extent of the sum or sums so paid.
(c) Paying Agent. The Issuer hereby further appoints the Paying Agent/Registrar to act as
the paying agent for paying the principal of and interest on the Certificates, and to act as its agent
to exchange or replace Certificates, all as provided in this Ordinance. The Paying Agent/Regis-
trar shall keep proper records of all payments made by the Issuer and the Paying Agent/Registrar
with respect to the Certificates, and of all exchanges thereof, and all replacements thereof, as
provided in this Ordinance.
(d) Exchange of Certificates. Each Certificate may be exchanged for fully registered
certificates in the manner set forth herein. Each Certificate issued and delivered pursuant to this
Ordinance may, upon surrender thereof at the Designated Trust Office of the Paying
Agent/Registrar, together with a written request therefor duly executed by the Registered Owner
or the assignee or assignees thereof, or its or their duly authorized attorneys or representatives,
with guarantee of signatures satisfactory to the Paying Agent/Registrar, at the option of the
Registered Owner or such assignee or assignees, as appropriate, be exchanged for fully regis-
tered Certificates, without interest coupons, in the form prescribed in the FORM OF
CERTIFICATE, in any Authorized Denomination (subject to the requirement hereinafter stated
that each substitute Certificate shall have a single stated maturity date), as requested in writing
by such Registered Owner or such assignee or assignees, in an aggregate principal amount equal
to the principal amount of any Certificate or Certificates so surrendered, and payable to the
appropriate Registered Owner, assignee, or assignees, as the case may be. If any Certificate or
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portion thereof is assigned and transferred, each Certificate issued in exchange therefor shall
have the same principal maturity date and bear interest at the same rate as the Certificate for
which it is being exchanged. Each substitute Certificate shall bear a letter and/or number to
distinguish it from each other Certificate. The Paying Agent/Registrar shall exchange or replace
Certificates as provided herein, and each fully registered Certificate or Certificates delivered in
exchange for or replacement of any Certificate or portion thereof as permitted or required by any
provision of this Ordinance shall constitute one of the Certificates for all purposes of this
Ordinance and may again be exchanged or replaced. It is specifically provided, however, that
any Certificate delivered in exchange for or replacement of another Certificate prior to the first
scheduled interest payment date on the Certificates (as stated on the face thereof) shall be dated
the same date as such Certificate, but each substitute Certificate so delivered on or after such first
scheduled interest payment date shall be dated as of the interest payment date preceding the date
on which such substitute Certificate is delivered, unless such substitute Certificate is delivered on
an interest payment date, in which case it shall be dated as of such date of delivery; provided,
however, that if at the time of delivery of any substitute Certificate the interest on the Certificate
for which it is being exchanged has not been paid, then such substitute Certificate shall be dated
as of the date to which such interest has been paid in full. On each substitute Certificate issued
in exchange for or replacement of any Certificate or Certificates issued under this Ordinance
there shall be printed thereon a Paying Agent/Registrar's Authentication Certificate, in the form
hereinafter set forth in the FORM OF CERTIFICATE (the "Authentication Certificate"). An
authorized representative of the Paying Agent/Registrar shall, before the delivery of any such
substitute Certificate, date such substitute Certificate in the manner set forth above, and manually
sign and date the Authentication Certificate, and no such substitute Certificate shall be deemed to
be issued or outstanding unless the Authentication Certificate is so executed. The Paying
Agent/Registrar promptly shall cancel all Certificates surrendered for exchange or replacement.
No additional ordinances, orders, or resolutions need be passed or adopted by the City Council or
any other body or person so as to accomplish the foregoing exchange or replacement of any
Certificates or portion thereof, and the Paying Agent/Registrar shall provide for the printing,
execution, and delivery of the substitute Certificates in the manner prescribed herein. Pursuant
to Chapter 1206, Texas Government Code, the duty of exchange or replacement of any
Certificates as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the
execution of the Authentication Certificate, the exchanged or replaced Certificate shall be valid,
incontestable, and enforceable in the same manner and with the same effect as the Certificates
which originally were delivered pursuant to this Ordinance, approved by the Attorney General,
and registered by the Comptroller of Public Accounts. The Initial Certificate, to the extent of the
unpaid or unredeemed principal balance thereof, may be assigned and transferred by the initial
Registered Owner thereof once only, and to one or more assignees designated in writing by the
initial Registered Owner thereof. If the Initial Certificate or any portion thereof is assigned and
transferred or converted the Initial Certificate must be surrendered to the Paying Agent/Registrar
for cancellation, and each Certificate of Obligation issued in exchange for any portion of the
Initial Certificate shall have a single stated principal maturity date, and shall not be payable in in-
stallments; and each such Certificate of Obligation shall have a principal maturity date
corresponding to the due date of the installment of principal or portion thereof for which the
substitute Certificate of Obligation is being exchanged; and each such Certificate of Obligation
shall bear interest at the single rate applicable to and borne by such installment of principal or
portion thereof for which it is being exchanged. If only a portion of the Initial Certificate is
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assigned and transferred, there shall be delivered to and registered in the name of the initial
Registered Owner substitute Certificates of Obligation in exchange for the unassigned balance of
the Initial Certificate in the same manner as if the initial Registered Owner were the assignee
thereof. If any Certificate of Obligation or portion thereof other than the Initial Certificate is
assigned and transferred or converted each Certificate of Obligation issued in exchange therefor
shall have the same principal maturity date and bear interest at the same rate as the Certificate of
Obligation for which it is exchanged. A form of assignment shall be printed or endorsed on each
Certificate of Obligation, excepting the Initial Certificate, which shall be executed by the
Registered Owner or its duly authorized attorney or representative to evidence an assignment
thereof.
(e) General Characteristics. All Certificates issued in exchange or replacement of any
other Certificate or portion thereof, (i) shall be issued in fully registered form, without interest
coupons, with the principal of and interest on such Certificates to be payable only to the Regis-
tered Owners thereof, (ii) may be redeemed prior to their scheduled maturities, (iii) may be
transferred and assigned, (iv) may be exchanged for other Certificates, (v) shall have the
characteristics, (vi) shall be signed and sealed, and (vii) the principal of and interest on the
Certificates shall be payable, all as provided, and in the manner required or indicated, in the
FORM OF CERTIFICATE.
(f) Fees. The Issuer shall pay the Paying Agent/Registrar's reasonable and customary
fees and charges for making transfers of Certificates, but the Registered Owner of any
Certificates requesting such transfer shall pay any taxes or other governmental charges required
to be paid with respect thereto. The Registered Owner of any Certificates requesting any
exchange shall pay the Paying Agent/Registrar's reasonable and standard or customary fees and
charges for exchanging any such Certificate or portion thereof, together with any taxes or
governmental charges required to be paid with respect thereto, all as a condition precedent to the
exercise of such privilege of exchange, except, however, that in the case of the exchange of an
assigned and transferred Certificate or Certificates or any portion or portions thereof in any
Authorized Denomination, as provided in this Ordinance, such fees and charges will be paid by
the Issuer. In addition, the Issuer hereby covenants with the Registered Owners of the
Certificates that it will (i) pay the reasonable and standard or customary fees and charges of the
Paying Agent/Registrar for its services with respect to the payment of the principal of and
interest on Certificates, when due, and (ii) pay the fees and charges of the Paying
Agent/Registrar for services with respect to the transfer or registration of Certificates solely to
the extent above provided, and with respect to the exchange of Certificates solely to the extent
above provided.
(g) Successor Paying Agent/Registrar. The Issuer covenants with the Registered Owners
of the Certificates that at all times while the Certificates are outstanding the Issuer will provide a
competent and legally qualified bank, trust company, financial institution, or other agency to act
as and perform the services of Paying Agent/Registrar for the Certificates under this Ordinance,
and that the Paying Agent/Registrar will be one entity. The Issuer reserves the right to, and may,
at its option, change the Paying Agent/Registrar upon not less than 60 days written notice to the
Paying Agent/Registrar. In the event that the entity at any time acting as Paying Agent/Registrar
(or its successor by merger, acquisition, or other method) should resign or otherwise cease to act
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as such, the Issuer covenants that promptly it will appoint a competent and legally qualified
national or state banking institution which shall be a corporation organized and doing business
under the laws of the United States of America or of any state, authorized under such laws to
exercise trust powers, subject to supervision or examination by federal or state authority, and
whose qualifications substantially are similar to the previous Paying Agent/Registrar to act as
Paying Agent/Registrar under this Ordinance. Upon any change in the Paying Agent/Registrar,
the previous Paying Agent/Registrar promptly shall transfer and deliver the Registration Books
(or a copy thereof), along with all other pertinent books and records relating to the Certificates,
to the new Paying Agent/Registrar designated and appointed by the Issuer. Upon any change in
the Paying Agent/Registrar, the Issuer promptly will cause a written notice thereof to be sent by
the new Paying Agent/Registrar to each Registered Owner of the Certificates, by United States
mail, first-class, postage prepaid, which notice also shall give the address of the new Paying
Agent/Registrar. By accepting the position and performing as such, each Paying Agent/Registrar
shall be deemed to have agreed to the provisions of this Ordinance, and a certified copy of this
Ordinance shall be delivered to each Paying Agent/Registrar.
(h) Redemption Notice. Each redemption notice, whether required in the FORM OF
CERTIFICATE or otherwise by this Ordinance, shall contain a description of the Certificates to
be redeemed including the complete name of the Certificates, the series, the date of issue, the
interest rate, the maturity date, the CUSIP number, the amounts called of each Certificate, the
publication and mailing date for the notice, the date of redemption, the redemption price, the
name of the Paying Agent/Registrar and the address at which the Certificate may be redeemed
including a contact person and telephone number. All redemption payments made by the Paying
Agent/Registrar to the Registered Owners of the Certificates shall include a CUSIP number
relating to each amount paid to such Registered Owner.
(i) Reporting Requirements. With respect to the Certificates, to the extent required by the
Code and the regulations promulgated thereunder, the Paying Agent/Registrar shall report to the
Registered Owners and the Internal Revenue Service (i) the amount of "reportable payments", if
any, subject to backup withholding during each year and the amount of tax withheld, if any, with
respect to payments of the Certificates, and (ii) the amount of interest or amount treated as
interest on the Certificates and required to be included in the gross income of the Registered
Owner thereof.
Section 7. FORM OF CERTIFICATES. That the form of the Certificates, including
the form of the Authentication Certificate, the form of Assignment and the form of Registration
Certificate of the Comptroller of Public Accounts of the State of Texas to be attached to the
Certificates initially issued and delivered pursuant to this Ordinance, respectively, shall be in
substantially the form as set forth in Exhibit A attached hereto, with such appropriate variations,
omissions, or insertions as are permitted or required by this Ordinance and the Official Bid
Form. The printer of the Certificates is hereby authorized to print on the Certificates (i) the form
of bond counsel's opinion relating to the Certificates and (ii) an appropriate statement of
insurance furnished by a municipal bond insurance company providing municipal bond
insurance, if any, covering all or any part of the Certificates.
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Section 8. INTEREST AND REDEMPTION FUND. That a special fund or account,
to be designated the "City of Fort Worth, Texas Combination Tax and Revenue Certificates of
Obligation Series 2021 Interest and Redemption Fund" (the "Interest and Redemption Fund") is
hereby created and shall be established and maintained by the Issuer. The Interest and
Redemption Fund shall be kept separate and apart from all other funds and accounts of the Issuer
and shall be used only for paying the interest on and principal of the Certificates. All ad valorem
taxes levied and collected for and on account of the Certificates shall be deposited, as collected,
to the credit of the Interest and Redemption Fund. During each year while any of the Certificates
are outstanding and unpaid, the governing body of the Issuer shall compute and ascertain the rate
and amount of ad valorem tax, based on the latest approved tax rolls of the Issuer, with full
allowances being made for tax delinquencies and the cost of tax collections, which will be
sufficient to raise and produce the money required to pay the interest on the Certificates as such
interest comes due, and to provide a sinking fund to pay the principal of the Certificates as such
principal matures, but never less than 2% of the original amount of the Certificates as a sinking
fund each year. Said rate and amount of ad valorem tax is hereby ordered to be levied against
all taxable property in the Issuer for each year while any of the Certificates are outstanding and
unpaid, and said ad valorem tax shall be assessed and collected each such year and deposited to
the credit of the Interest and Redemption Fund. Said ad valorem taxes necessary to pay the
interest on and principal of the Certificates, as such interest comes due and such principal
matures, are hereby pledged for such payment, within the limit prescribed by law.
Section 9. REVENUES. That the Certificates of Obligation are additionally secured by
and shall be payable from the Surplus Revenues. The Surplus Revenues are pledged by the City
pursuant to authority of Chapter 1502, Texas Government Code, specifically Section 1502.058
thereof. The City shall promptly deposit the Surplus Revenues upon their receipt to the credit of
the Interest and Redemption Fund created pursuant to Section 8, to pay the principal of and
interest on the Certificates of Obligation. The amount of Surplus Revenues pledged to the
payment of the Certificates of Obligation shall not exceed $1,000. Notwithstanding the
requirements of Section 8, if revenues, including Surplus Revenues, are actually on deposit or
budgeted for deposit in the Interest and Redemption Fund in advance of the time when ad
valorem taxes are scheduled to be levied for any year, then the amount of ad valorem taxes
which otherwise would have been required to be levied pursuant to Section 8 may be reduced to
the extent and by the amount of revenues then on deposit in the Interest and Redemption Fund or
budgeted for deposit therein.
Section 10. TRANSFER. That the Issuer shall do any and all things necessary to
accomplish the transfer of moneys to the Interest and Redemption Fund of this issue in ample
time to pay such items of principal and interest due on the Certificates as shall become due and
mature on any interest payment date, at maturity or by redemption prior to maturity. The Paying
Agent/Registrar shall destroy all paid Certificates and furnish the City with an appropriate
certificate of cancellation or destruction.
Section 11. SECURITY FOR FUNDS; INVESTMENTS. (a) Security; Application of
Chapter 1208, Government Code. That the Funds and Accounts created by this Ordinance shall
be secured in the manner and to the fullest extent permitted or required by law for the security of
public funds. The Interest and Redemption Fund shall be used only for the purposes and in the
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manner permitted or required by this Ordinance. Chapter 1208, Texas Government Code,
applies to the issuance of the Certificates and the pledge of ad valorem taxes and the Surplus
Revenues granted by the City under Sections 8 and 9, and such pledge is therefore valid,
effective, and perfected. If Texas law is amended at any time while the Certificates are
outstanding and unpaid such that the pledge of the ad valorem taxes and Surplus Revenues
granted by the City is to be subject to the filing requirements of Chapter 9, Texas Business &
Commerce Code, then in order to preserve to the Registered Owners of the Certificates the
perfection of the security interest in said pledge, the City agrees to take such measures as it
determines are reasonable and necessary under Texas law to comply with the applicable
provisions of Chapter 9, Texas Business & Commerce Code and enable a filing to perfect the
security interest in said pledge to occur.
(b) Investments. Money in any Fund or Account established by this Ordinance may, at
the option of the City, be invested in Eligible Investments; provided that all such deposits and
investments shall have a par value (or market value when less than par) exclusive of accrued
interest at all times at least equal to the amount of money credited to such Funds or Accounts,
and shall be made in such manner that the money required to be expended from any Fund or
Account will be available at the proper time or times; and provided, further, that the investment
of such moneys shall be governed by and consistent with the City's investment policy. Such
investments shall be valued in terms of current market value as of the last day of each Fiscal
Year, except that direct obligations of the United States (State and Local Government Series) in
book -entry form shall be continuously valued at their par or face principal amount. Such invest-
ments shall be sold promptly when necessary to prevent any default in connection with any
Certificates.
Section 12. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED
CERTIFICATES. (a) Replacement Certificates. That in the event any outstanding Certificate
is damaged, mutilated, lost, stolen, or destroyed, the Paying Agent/Registrar shall cause to be
printed, executed, and delivered, a new Certificate of the same principal amount, maturity, and
interest rate, as the damaged, mutilated, lost, stolen, or destroyed Certificate, in replacement for
such Certificate in the manner hereinafter provided.
(b) Application for Replacement Certificates. Application for replacement of damaged,
mutilated, lost, stolen, or destroyed Certificates shall be made by the Registered Owner thereof
to the Paying Agent/Registrar. In every case of loss, theft, or destruction of a Certificate, the
Registered Owner applying for a replacement Certificate shall furnish to the Issuer and to the
Paying Agent/Registrar such security or indemnity as may be required by them to save each of
them harmless from any loss or damage with respect thereto. Also, in every case of loss, theft, or
destruction of a Certificate, the Registered Owner shall furnish to the Issuer and to the Paying
Agent/Registrar evidence to their satisfaction of the loss, theft, or destruction of such Certificate,
as the case may be. In every case of damage or mutilation of a Certificate, the Registered Owner
shall surrender to the Paying Agent/Registrar for cancellation the Certificate so damaged or
mutilated.
(c) No Default Occurred. Notwithstanding the foregoing provisions of this Section, in
the event any such Certificate shall have matured, and no default has occurred which is then
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continuing in the payment of the principal of, redemption premium, if any, or interest on the
Certificate, the Issuer may authorize the payment of the same (without surrender thereof except
in the case of a damaged or mutilated Certificate) instead of issuing a replacement Certificate,
provided security or indemnity is furnished as above provided in this Section.
(d) Charge for Issuing Replacement Certificates. Prior to the issuance of any
replacement Certificate, the Paying Agent/Registrar shall charge the Registered Owner of such
Certificate with all legal, printing, and other expenses in connection therewith. Every
replacement Certificate issued pursuant to the provisions of this Section by virtue of the fact that
any Certificate is lost, stolen, or destroyed shall constitute a contractual obligation of the Issuer
whether or not the lost, stolen, or destroyed Certificate shall be found at any time, or be
enforceable by anyone, and shall be entitled to all the benefits of this Ordinance equally and
proportionately with any and all other Certificates duly issued under this Ordinance.
(e) Authority for Issuing Replacement Certificates. In accordance with Chapter 1206,
Texas Government Code, this Section of this Ordinance shall constitute authority for the
issuance of any such replacement Certificate without necessity of further action by the Issuer or
any other body or person, and the duty of the replacement of such Certificates is hereby
authorized and imposed upon the Paying Agent/Registrar, and the Paying Agent/Registrar shall
authenticate and deliver such Certificates in the form and manner and with the effect, as provided
in Section 6(a) of this Ordinance for Certificates issued in conversion and exchange of other
Certificates.
Section 13. FEDERAL INCOME TAX MATTERS. That the Issuer covenants to
refrain from any action which would adversely affect, or to take such action as to ensure, the
treatment of the Certificates as obligations described in section 103 of the Code, the interest on
which is not includable in the "gross income" of the holder for purposes of federal income taxa-
tion. In furtherance thereof, the Issuer covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of
the Certificates (less amounts deposited to a reserve fund, if any) are used for any
"private business use," as defined in section 141(b)(6) of the Code or, if more than 10
percent of the proceeds are so used, that amounts, whether or not received by the Issuer,
with respect to such private business use, do not, under the terms of this Ordinance or any
underlying arrangement, directly or indirectly, secure or provide for the payment of more
than 10 percent of the debt service on the Certificates, in contravention of section
141(b)(2) of the Code;
(b) to take any action to assure that in the event that the "private business use"
described in subsection (a) hereof exceeds 5 percent of the proceeds of the Certificates
(less amount deposited into a reserve fund, if any) then the amount in excess of 5 percent
is used for a "private business use" which is "related" and not "disproportionate", within
the meaning of section 141(b)(3) of the Code, to the governmental use;(c) to take any
action to assure that no amount which is greater than the lesser of $5,000,000, or five
percent of the proceeds of the Certificates (less amounts deposited into a reserve fund, if
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any) is directly or indirectly used to finance loans to persons, other than state or local
governmental units, in contravention of section 141(c) of the Code;
(d) to refrain from taking any action which would otherwise result in the
Certificates being treated as "private activity bonds" within the meaning of section 141(b)
of the Code;
(e) to refrain from taking any action that would result in the Certificates being
"federally guaranteed" within the meaning of section 149(b) of the Code;
(f) to refrain from using any portion of the proceeds of the Certificates, directly
or indirectly, to acquire or to replace funds which were used, directly or indirectly, to
acquire investment property (as defined in section 148(b)(2) of the Code) which produces
a materially higher yield over the term of the Certificates, other than investment property
acquired with 0
(1) proceeds of the Certificates invested for a reasonable temporary
period until such proceeds are needed for the purpose for which the Certificates
are issued,
(2) amounts invested in a bona fide debt service fund, within the
meaning of section 1.148-1(b) of the Regulations, and
(3) amounts deposited in any reasonably required reserve or
replacement fund to the extent such amounts do not exceed 10 percent of the pro-
ceeds of the Certificates;
(g) to otherwise restrict the use of the proceeds of the Certificates or amounts
treated as proceeds of the Certificates, as may be necessary, so that the Certificates do not
otherwise contravene the requirements of section 148 of the Code (relating to arbitrage);
(h) to refrain from using the proceeds of the Certificates or the proceeds of any
prior obligations to pay debt service on another issue more than 90 days after the date of
issue of the Certificates in contravention of section 149(d) of the Code (relating to
advance refundings); and
(i) to pay to the United States of America at least once during each five-year
period (beginning on the date of delivery of the Certificates) an amount that is at least
equal to 90 percent of the "Excess Earnings," within the meaning of section 148(f) of the
Code and to pay to the United States of America, not later than 60 days after the
Certificates have been paid in full, 100 percent of the amount then required to be paid as
a result of Excess Earnings under section 148(f) of the Code.
For purposes of the foregoing (a) and (b), the Issuer understands that the term "proceeds"
includes "disposition proceeds" as defined in the regulations promulgated by the U.S.
Department of the Treasury pursuant to the Code (the "Regulations") and, in the case of
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refunding bonds, transferred proceeds (if any) and proceeds of the refunded bonds expended
prior to the date of issuance of the Certificates. It is the understanding of the Issuer that the
covenants contained herein are intended to assure compliance with the Code, the Regulations, or
rulings promulgated by the U.S. Department of the Treasury pursuant to the Code. In the event
that regulations or ruling are hereafter promulgated which modify or expand provisions of the
Code, as applicable to the Certificates, the Issuer will not be required to comply with any
covenant contained herein to the extent that such failure to comply, in the opinion of nationally -
recognized bond counsel, will not adversely affect the exemption from federal income taxation
of interest on the Certificates 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 Certificates, the Issuer agrees to comply with the additional requirements to the extent
necessary, in the opinion of nationally -recognized bond counsel, to preserve the exemption from
federal income taxation of interest on the Certificates under section 103 of the Code. In
furtherance of the foregoing, the Mayor, the City Manager, any Assistant City Manager and the
Chief Financial Officer/Director of Financial Management Services of the City are authorized to
execute any certificates or other reports required by the Code and to make such elections, on
behalf of the City, which may be permitted by the Code as are consistent with the purpose for the
issuance of the Certificates. In order to facilitate compliance with the above clause (i), a "Rebate
Fund" may be established by the City for the sole benefit of the United States of America, and
the Rebate Fund shall not be subject to the claim of any other person, including without
limitation the registered owners of the Certificates. The Rebate Fund would be established for
the additional purpose of compliance with section 148 of the Code.
Until superseded by another action of the City, the written procedures to ensure
compliance with the covenants contained herein regarding private business use, remedial actions,
arbitrage and rebate approved by the City on September 15, 2020, apply to the issuance of the
Certificates, and are incorporated by reference into this Ordinance.
Section 14. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR
THE PROJECT. That the Issuer covenants to account for the expenditure of proceeds from the
sale of the Certificates and any investment earnings thereon to be used for the purposes described
in Section 2 of this Ordinance (each such purpose shall be referred to herein and Section 15
hereof as a "Project") on its books and records in accordance with the requirements of the Code.
The Issuer recognizes that in order for the proceeds to be considered used for the reimbursement
of costs, the proceeds must be allocated to expenditures within 18 months of the later of the date
that (a) the expenditure on a Project is made or (b) such Project is completed; but in no event
later than three years after the date on which the original expenditure is paid. The foregoing
notwithstanding, the Issuer recognizes that in order for the proceeds to be expended under the
Code, the sale proceeds or investment earnings must be expended no more than 60 days after the
later of (a) the fifth anniversary of the date of delivery of the Certificates or (b) the date the
Certificates are retired. The Issuer agrees to obtain the advice of nationally -recognized bond
counsel if such expenditure fails to comply with the foregoing to assure that such expenditure
will not adversely affect the tax-exempt status of the Certificates. For purposes hereof, the Issuer
shall not be obligated to comply with this covenant if it obtains an opinion from nationally -
recognized bond counsel to the effect that such failure to comply will not adversely affect the
excludability for federal income tax purposes from gross income of the interest.
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Section 15. DISPOSITION OF PROJECT. That the Issuer covenants that the property
constituting a Project will not be sold or otherwise disposed in a transaction resulting in the
receipt by the Issuer of cash or other compensation, unless the Issuer obtains an opinion of
nationally -recognized bond counsel substantially to the effect that such sale or other disposition
will not adversely affect the tax-exempt status of the Certificates. For purposes of this Section,
the portion of the property comprising personal property and disposed of in the ordinary course
of business shall not be treated as a transaction resulting in the receipt of cash or other
compensation. For purposes of this Section, the Issuer shall not be obligated to comply with this
covenant if it obtains an opinion of a nationally -recognized bond counsel to the effect that such
failure to comply will not adversely affect the excludability for federal income tax purposes from
gross income of the interest.
Section 16. CONTINUING DISCLOSURE OBLIGATION. (a) Annual Reports. (i)
That the City shall provide annually to the MSRB (1) within six months after the end of each
fiscal year ending in or after 2021, financial information and operating data with respect to the
City of the general type described in Exhibit B hereto, and (2) if not provided as part of the
financial information and operating data, annual financial statements of the City, when and if
available. Any financial statements so to be provided shall be (1) prepared in accordance with
the accounting principles described in Exhibit B hereto, or such other accounting principles as
the City may be required to employ from time to time pursuant to state law or regulation, and
(2) audited, if the City commissions an audit of such statements and the audit is completed
within twelve (12) months after the end of each fiscal year ending in or after 2021. If audited
financial statements are not available by the end of the twelve (12) month period, then the City
shall provide notice that the audited financial statements are not available, shall provide
unaudited financial information containing the information described in the tables referenced in
Exhibit B hereto under the heading "Annual Financial Statements and Operating Data" by the
required time, and shall provide audited financial statements for the applicable fiscal year to the
MSRB, when and if the audited financial statements become available.
(ii) If the City changes its Fiscal Year, it will notify the MSRB of the change (and of the
date of the new Fiscal Year end) prior to the next date by which the City otherwise would be
required to provide financial information and operating data pursuant to this Section. The
financial information and operating data to be provided pursuant to this Section may be set forth
in full in one or more documents or may be included by specific reference to any document
(including an official statement or other offering document, if it is available from the MSRB)
that theretofore has been provided to the MSRB or filed with the SEC. Filings shall be made
electronically, in such format as is prescribed by the MSRB.
(b) Disclosure Event Notices. The City shall notify the MSRB of any of the following
events with respect to the Certificates, in a timely manner not in excess of ten Business Days
after the occurrence of the event:
1. Principal and interest payment delinquencies;
2. Non-payment related defaults, if material;
3. Unscheduled draws on debt service reserves reflecting financial
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difficulties;
4. Unscheduled draws on credit enhancements reflecting financial
difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions, the issuance by the Internal Revenue Service of
proposed or final determinations of taxability, Notices of Proposed Issue
(IRS Form 5701-TEB) or other material notices or determinations with
respect to the tax status of the Certificates, or other material events
affecting the tax status of the Certificates;
7. Modifications to rights of holders of the Certificates, if material;
8. Certificate calls, if material, and tender offers;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the
Certificates, if material;
11. Rating changes;
12. Bankruptcy, insolvency, receivership or similar event of the City;
13. The consummation of a merger, consolidation, or acquisition involving the
City or the sale of all or substantially all of the assets of the City, other
than in the ordinary course of business, the entry into a definitive
agreement to undertake such an action or the termination of a definitive
agreement relating to any such actions, other than pursuant to its terms, if
material;
14. Appointment of a successor Paying Agent/Registrar or change in the name
of the Paying Agent/Registrar, if material;
15. Incurrence of a Financial Obligation of the Obligated Person, if material,
or agreement to covenants, events of default, remedies, priority rights, or
other similar terms of a Financial Obligation of the Obligated Person, any
of which affect security holders, if material; and
16. Default, event of acceleration, termination event, modification of terms, or
other similar event under the terms of a Financial Obligation of the
Obligated Person, and which reflect financial difficulties.
The City shall notify the MSRB, in a timely manner, of any failure by the City to provide
financial information or operating data in accordance with subsection (b) of this Section by the
time required by subsection (a).
As used in clause 12 above, the phrase "bankruptcy, insolvency, receivership or similar
event" means the appointment of a receiver, fiscal agent or similar officer for the City in a
proceeding under the U.S. Bankruptcy Code or in any other proceeding under state or federal law
in which a court or governmental authority has assumed jurisdiction over substantially all of the
assets or business of the City, or if jurisdiction has been assumed by leaving the City Council and
official or officers of the City in possession but subject to the supervision and orders of a court or
governmental authority, or the entry of an order confirming a plan of reorganization,
arrangement or liquidation by a court or governmental authority having supervision or
jurisdiction over substantially all of the assets or business of the City.
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As used in clauses 15 and 16 above, the term "Financial Obligation" means: (i) a debt
obligation; (ii) a derivative instrument entered into in connection with, or pledged as security or a
source of payment for, an existing or planned debt obligation; or (iii) a guarantee of (i) or (ii),
however, the term Financial Obligation shall not include Municipal Securities as to which a final
official statement has been provided to the MSRB consistent with the Rule; the term "Municipal
Securities" means securities which are direct obligations of, or obligations guaranteed as to
principal or interest by, a state or any political subdivision thereof, or any agency or
instrumentality of a state or any political subdivision thereof, or any municipal corporate
instrumentality of one or more states and any other Municipal Securities described by Section
3(a)(29) of the Securities Exchange Act of 1934, as the same may be amended from time to time;
and the term "Obligated Person" means the City.
(c) Limitations, Disclaimers, and Amendments. (i) The City shall be obligated to
observe and perform the covenants specified in this Section for so long as, but only for so long
as, the City remains an "obligated person" with respect to the Certificates within the meaning of
the Rule, except that the City in any event will give notice of any deposit made in accordance
with this Ordinance or applicable law that causes Certificates no longer to be Outstanding.
(ii) The provisions of this Section are for the sole benefit of the holders and beneficial
owners of the Certificates, and nothing in this Section, express or implied, shall give any benefit
or any legal or equitable right, remedy, or claim hereunder to any other person. The City
undertakes to provide only the financial information, operating data, financial statements, and
notices which it has expressly agreed to provide pursuant to this Section and does not hereby
undertake to provide any other information that may be relevant or material to a complete
presentation of the City's financial results, condition, or prospects or to update any information
provided in accordance with this Section or otherwise, except as expressly provided herein. The
City does not make any representation or warranty concerning such information or its usefulness
to a decision to invest in or sell Certificates at any future date.
(iii) UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE
HOLDER OR BENEFICIAL OWNER OF ANY CERTIFICATE OR ANY OTHER PERSON,
IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM
ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS
PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT
OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR
SPECIFIC PERFORMANCE.
(iv) No default by the City in observing or performing its obligations under this Section
shall comprise a breach of or default under this Ordinance for purposes of any other provision of
this Ordinance. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise
limit the duties of the City under federal and state securities laws.
(v) Should the Rule be amended to obligate the City to make filings with or provide
notices to entities other than the MSRB, the City agrees to undertake such obligation in
accordance with the Rule as amended.
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(vi) The provisions of this Section may be amended by the City from time to time to
adapt to changed circumstances that arise from a change in legal requirements, a change in law,
or a change in the identity, nature, status, or type of operations of the City, but only if (1) the
provisions of this Section, as so amended, would have permitted an underwriter to purchase or
sell Certificates in the primary offering of the Certificates in compliance with the Rule, taking
into account any amendments or interpretations of the Rule since such offering as well as such
changed circumstances and (2) either (a) the holders of a majority in aggregate principal amount
(or any greater amount required by any other provision of this Ordinance that authorizes such an
amendment) of the Outstanding Certificates consent to such amendment or (b) a person that is
unaffiliated with the City (such as nationally recognized bond counsel) determines that such
amendment will not materially impair the interest of the holders and beneficial owners of the
Certificates. If the City so amends the provisions of this Section, it shall include with any
amended financial information or operating data next provided in accordance with subsection (a)
of this Section an explanation, in narrative form, of the reason for the amendment and of the
impact of any change in the type of financial information or operating data so provided. The
City may also amend or repeal the provisions of this continuing disclosure agreement if the SEC
amends or repeals the applicable provision of the Rule or a court of final jurisdiction enters
judgment that such provisions of the Rule are invalid, but only if and to the extent that the
provisions of this sentence would not prevent an underwriter from lawfully purchasing or selling
Certificates in the primary offering of the Certificates.
Section 17. DTC REGISTRATION. That the Certificates initially shall be issued and
delivered in such manner that no physical distribution of the Certificates will be made to the
public, and The Depository Trust Company ("DTC"), New York, New York, initially may act as
depository for the Certificates. DTC has represented that it is a limited purpose trust company
incorporated under the laws of the State of New York, a member of the Federal Reserve System,
a "clearing corporation" within the meaning of the New York Uniform Commercial Code, and a
"clearing agency" registered under Section 17A of the Securities Exchange Act of 1934, as
amended, and the City accepts, but in no way verifies, such representations. The definitive
Certificates delivered to the Purchaser shall be registered in the name of CEDE & CO., the
nominee of DTC, and DTC shall hold the Certificates on behalf of the Purchaser. So long as
each Certificate is registered in the name of CEDE & CO., the Paying Agent/Registrar shall treat
and deal with DTC the same in all respects as if it were the actual and beneficial owner thereof.
DTC may maintain a book -entry system which will identify ownership of the Certificates in
integral amounts of $5,000, with transfers of ownership being effected on the records of DTC
and its participants pursuant to rules and regulations established by them, and that the
Certificates initially deposited with DTC shall be immobilized and not be further exchanged for
substitute Certificates except as hereinafter provided. The City is not responsible or liable for
any functions of DTC, will not be responsible for paying any fees or charges with respect to its
services, will not be responsible or liable for maintaining, supervising, or reviewing the records
of DTC or its participants, or protecting any interests or rights of the beneficial owners of the
Certificates. It shall be the duty of the DTC Participants to make all arrangements with DTC to
establish this book -entry system, the beneficial ownership of the Certificates, and the method of
paying the fees and charges of DTC. The City does not represent, nor does it in any way
covenant that any book -entry system established with DTC will be maintained in the future. If
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for any reason should any of the originally delivered Certificates duly file with the Paying
Agent/Registrar with proper request for transfer and substitution, as provided for in this
Ordinance, substitute Certificates will be duly delivered as provided in this Ordinance, and there
will be no assurance or representation that any book -entry system will be maintained for such
Certificates. The City heretofore has executed a 'Blanket Letter of Representations" prepared by
DTC in order to implement the book -entry system described above.
Section 18. DEFAULT AND REMEDIES.
(a) Events of Default. That each of the following occurrences or events for the purpose
of this Ordinance is hereby declared to be an 'Event of Default":
(i) the failure to make payment of the principal of or interest on any of the
Certificates when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the City, the failure to perform which materially, adversely affects the rights
of the Registered Owners of the Certificates, including, but not limited to, their prospect
or ability to be repaid in accordance with this Ordinance, and the continuation thereof for
a period of 60 days after notice of such default is given by any Registered Owner to the
City.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
Registered Owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the City, or any official, officer or
employee of the City in their official capacity, for the purpose of protecting and enforcing
the rights of the Registered Owners under this Ordinance, by mandamus or other suit,
action or special proceeding in equity or at law, in any court of competent jurisdiction,
for any relief permitted by law, including the specific performance of any covenant or
agreement contained herein, or thereby to enjoin any act or thing that may be unlawful or
in violation of any right of the Registered Owners hereunder or any combination of such
remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for
the equal benefit of all Registered Owners of Certificates then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any
other available remedy or remedies, but each and every such remedy shall be cumulative
and shall be in addition to every other remedy given hereunder or under the Certificates
or now or hereafter existing at law or in equity; provided, however, that notwithstanding
any other provision of this Ordinance, the right to accelerate the debt evidenced by the
Certificates shall not be available as a remedy under this Ordinance.
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(ii) The exercise of any remedy herein conferred or reserved shall not be deemed
a waiver of any other available remedy.
(iii) By accepting the delivery of a Certificate authorized under this Ordinance,
such Registered Owner agrees that the certifications required to effectuate any covenants
or representations contained in this Ordinance do not and shall never constitute or give
rise to a personal or pecuniary liability or charge against the officers, employees or
trustees of the City or the City Council.
(iv) None of the members of the City Council, nor any other official or officer,
agent, or employee of the City, shall be charged personally by the Registered Owners
with any liability, or be held personally liable to the Registered Owners under any term or
provision of this Ordinance, or because of any Event of Default or alleged Event of
Default under this Ordinance.
Section 19. CUSTODY, APPROVAL, AND REGISTRATION OF
CERTIFICATES. That the City Manager or the designee thereof is hereby authorized to have
control of the Certificates initially issued and delivered hereunder and all necessary records and
proceedings pertaining to the Certificates pending their delivery and their investigation,
examination, and approval by the Attorney General of the State of Texas, and their registration
by the Comptroller of Public Accounts of the State of Texas. Upon registration of the Certifi-
cates said Comptroller of Public Accounts (or a deputy designated in writing to act for said
Comptroller) shall manually sign the Comptroller's Registration Certificate attached to such
Certificates, and the seal of said Comptroller shall be impressed, or placed in facsimile, thereon.
Section 20. OFFICIALS AUTHORIZED TO ACT ON BEHALF OF THE CITY.
That the Mayor, the City Manager, any Assistant City Manager, the Chief Financial
Officer/Director of Financial Management Services of the City, the City Secretary or any
Assistant City Secretary, and all other officers, employees, and agents of the City, and each of
them, shall be and they are hereby expressly authorized, empowered and directed from time to
time and at any time to do and perform all such acts and things and to execute, acknowledge and
deliver in the name and under the corporate seal and on behalf of the City all such instruments,
whether herein mentioned, as may be necessary or desirable in order to carry out the terms and
provisions of this Ordinance and the Certificates, including, but not limited to, conforming
documents to receive the approval of the Attorney General and to receive ratings from municipal
bond rating agencies. The City Council authorizes the payment of the fee of the Office of the
Attorney General of the State of Texas for the examination of the proceedings relating to the
issuance of the Certificates, in the amount determined in accordance with the provisions of
Section 1202.004, Texas Government Code.
Section 21. INTEREST EARNINGS. That the interest earnings derived from the
investment of proceeds from the sale of the Certificates may be used along with other proceeds
for the construction of the permanent improvements set forth in Section 2 hereof for which the
Certificates are issued; provided that after completion of such permanent improvements, if any of
such interest earnings remain on hand, such interest earnings shall be deposited in the Interest
21
and Redemption Fund. It is further provided, however, that any interest earnings on proceeds
which are required to be rebated to the United States of America pursuant to this Ordinance
hereof in order to prevent the Certificates from being arbitrage bonds shall be so rebated and not
considered as interest earnings for the purposes of this Section.
Section 22. AMENDMENT OF ORDINANCE. (a) Approval of Amendments. That
the holders of the Certificates aggregating a majority of the aggregate principal amount of then
outstanding Certificates shall have the right from time to time to approve any amendment to this
Ordinance which may be deemed necessary or desirable by the City; provided, however, that
without the consent of the holders of all of the Certificates at the time outstanding, nothing
herein contained shall permit or be construed to permit the amendment of the terms and
conditions in this Ordinance or in the Certificates so as to:
(1) Make any change in the maturity of the outstanding Certificates;
(2) Reduce the rate of interest borne by any of the outstanding Certificates;
(3) Reduce the amount of the principal payable on the outstanding Certificates;
(4) Modify the terms of payment of principal of or interest on the outstanding
Certificates or impose any conditions with respect to such payment;
(5) Affect the rights of the holders of less than all of the Certificates then outstanding;
or
(6) Change the minimum percentage of the principal amount of Certificates necessary
for consent to such amendment.
(b) Notice of Proposed Amendment. If at any time the City shall desire to amend the
Ordinance under this Section, the City shall cause notice of the proposed amendment to be
published in a financial newspaper or journal published in The City of New York, New York,
once during each calendar week for at least two successive calendar weeks; provided, however,
that the publication of such notice shall not constitute a condition precedent to the adoption of
such amendatory ordinance and the failure to publish such notice shall not adversely affect the
implementation of such amendment as adopted pursuant to such amendatory ordinance. Such
notice shall briefly set forth the nature of the proposed amendment and shall state that a copy
thereof is on file at the principal office of the Paying Agent/Registrar for inspection by all
holders of Certificates. Such publication is not required, however, if notice in writing is given to
each holder of Certificates.
(c) Consent to and Approval of Amendment. Whenever at any time not less than
thirty days, and within one year, from the date of the first publication of said notice or other
service of written notice the City shall receive an instrument or instruments executed by the
holders of at least a majority in aggregate principal amount of all Certificates then outstanding,
which instrument or instruments shall refer to the proposed amendment described in said notice
ON
and which specifically consent to and approve such amendment in substantially the form of the
copy thereof on file with the Paying Agent/Registrar, the City Council may pass the amendatory
ordinance in substantially the same form.
(d) Passage of Amendatory Ordinance. Upon the passage of any amendatory
ordinance pursuant to the provisions of this Section, this Ordinance shall be deemed to be
amended in accordance with such amendatory ordinance, and the respective rights, duties and
obligations under this Ordinance of the City and all the holders of then outstanding Certificates
shall thereafter be determined, exercised and enforced hereunder, subject in all respects to such
amendments.
(e) Consent Irrevocable. Any consent given by the holder of a Certificate pursuant to
the provisions of this Section shall be irrevocable for a period of six months from the date of the
first publication of the notice provided for in this Section, and shall be conclusive and binding
upon all future holders of the same Certificate during such period. Such consent may be revoked
at any time after six months from the date of the first publication of such notice by the holder
who gave such consent, or by a successor in title, by filing notice thereof with the Paying
Agent/Registrar therefor and the City, but such revocation shall not be effective if the holders of
a majority in aggregate principal amount of the then outstanding Certificates as in this Section
defined have, prior to the attempted revocation, consented to and approved the amendment.
(f) Determination of Ownership of Certificates. For the purposes of this Section, the
ownership and other matters relating to all Certificates registered as to ownership shall be
determined from the registration books kept by the Paying Agent/Registrar therefor. The Paying
Agent/Registrar may conclusively assume that such ownership continues until written notice to
the contrary is served upon the Paying Agent/Registrar.
(g) Amendments not Requiring Consent. The foregoing provisions of this Section
notwithstanding, the City by action of the City Council may amend this Ordinance without the
consent of the holders of the Certificates for any one or more of the following purposes:
(1) To add to the covenants and agreements of the City in this Ordinance
contained, other covenants and agreements thereafter to be observed, grant additional
rights or remedies to holders of the Certificates or to surrender, restrict or limit any right
or power herein reserved to or conferred upon the City;
(2) To make such provisions for the purpose of curing any ambiguity, or
curing, correcting or supplementing any defective provision contained in this Ordinance,
or in regard to clarifying matters or questions arising under this Ordinance, including,
without limitation, those matters described in Section 16(c)(v) hereof, as are necessary or
desirable and not contrary to or inconsistent with this Ordinance and which shall not
adversely affect the interests of the holders of the Certificates; or
(3) To modify any of the provisions of this Ordinance in any other respect
whatsoever, provided that such modification shall be, and be expressed to be, effective
only after all previously issued Certificates outstanding at the date of the adoption of such
23
modification shall cease to be outstanding.
Section 23. DEFEASANCE. (a) Defeased Certificates. That any Certificate and the
interest thereon shall be deemed to be paid, retired and no longer outstanding (a "Defeased
Certificate") within the meaning of this Ordinance, except to the extent provided in subsection
(c) of this Section, when payment of the principal of such Certificate, plus interest thereon to the
due date (whether such due date be by reason of maturity or otherwise) either (i) shall have been
made or caused to be made in accordance with the terms thereof, or (ii) shall have been provided
for on or before such due date by irrevocably depositing with or making available to the Paying
Agent/Registrar in accordance with an escrow agreement or other instrument (the "Future
Escrow Agreement") for such payment (1) lawful money of the United States of America
sufficient to make such payment or (2) Defeasance Securities that mature as to principal and
interest in such amounts and at such times as will insure the availability, without reinvestment, of
sufficient money to provide for such payment, and when proper arrangements have been made
by the Issuer with the Paying Agent/Registrar for the payment of its services until all Defeased
Certificates shall have become due and payable. At such time as a Certificate shall be deemed to
be a Defeased Certificate hereunder, as aforesaid, such Certificate and the interest thereon shall
no longer be secured by, payable from, or entitled to the benefits of, the ad valorem taxes or
revenues herein levied and pledged as provided in this Ordinance, and such principal and interest
shall be payable solely from such money or Defeasance Securities. Notwithstanding any other
provision of this Ordinance to the contrary, it is hereby provided that any determination not to
redeem Defeased Certificates that is made in conjunction with the payment arrangements
specified in subsection 23(a)(i) or (ii) shall not be irrevocable, provided that in the proceedings
providing for such payment arrangements, the Issuer expressly (1) reserves the right to call the
Defeased Certificates for redemption; (2) gives notice of the reservation of that right to the
owners of the Defeased Certificates immediately following the making of the payment
arrangements; and (3) directs that notice of the reservation be included in any redemption notices
that it authorizes.
(b) Investment in Defeasance Securities. Any moneys so deposited with the Paying
Agent/Registrar may at the written direction of the Issuer be invested in Defeasance Securities,
maturing in the amounts and times as hereinbefore set forth, and all income from such
Defeasance Securities received by the Paying Agent/Registrar that is not required for the
payment of the Certificates and interest thereon, with respect to which such money has been so
deposited, shall be turned over to the Issuer, or deposited as directed in writing by the Issuer.
Any Future Escrow Agreement pursuant to which the money and/or Defeasance Securities are
held for the payment of Defeased Certificates may contain provisions permitting the investment
or reinvestment of such moneys in Defeasance Securities or the substitution of other Defeasance
Securities upon the satisfaction of the requirements specified in subsection 23(a)(i) or (ii). All
income from such Defeasance Securities received by the Paying Agent/Registrar which is not
required for the payment of the Defeased Certificates, with respect to which such money has
been so deposited, shall be remitted to the Issuer or deposited as directed in writing by the Issuer.
(c) Paying Agent/Registrar Services. Until all Defeased Certificates shall have
become due and payable, the Paying Agent/Registrar shall perform the services of Paying
Agent/Registrar for such Defeased Certificates the same as if they had not been defeased, and the
24
Issuer shall make proper arrangements to provide and pay for such services as required by this
Ordinance.
(d) Selection of Certificates for Defeasance. In the event that the Issuer elects to
defease less than all of the principal amount of Certificates of a maturity, the Paying
Agent/Registrar shall select, or cause to be selected, such amount of Certificates by such random
method as it deems fair and appropriate; provided, that during any period in which ownership of
the Certificates is determined only by a book entry at a securities depository for the Certificates,
if fewer of all of the Certificates of the same maturity and bearing the same interest rate are to be
redeemed, the particular Certificates shall be selected in accordance with the arrangements
between the City and the securities depository.
Section 24. APPRAISAL REQUIREMENTS. That the City has satisfied or will
satisfy the appraisal requirements of Section 252.051, Texas Local Government Code, in the
acquisition, if any, of real property with proceeds of the Certificates.
Section 25. PREAMBLE. That the findings set forth in the preamble to this Ordinance
are hereby incorporated into the body of this Ordinance and made a part hereof for all purposes.
Section 26. RULES OF CONSTRUCTION. That for all purposes of this Ordinance,
unless the context requires otherwise, all references to designated Sections and other
subdivisions are to the Sections and other subdivisions of this Ordinance. The words "herein",
"hereof' and "hereunder" and other words of similar import refer to this Ordinance as a whole
and not to any particular Section or other subdivision. Except where the context otherwise
requires, terms defined in this Ordinance to impart the singular number shall be considered to
include the plural number and vice versa. References to any named person shall mean that party
and its successors and assigns. References to any constitutional, statutory or regulatory
provision means such provision as it exists on the date this Ordinance is adopted by the City and
any future amendments thereto or successor provisions thereof. Any reference to the payment of
principal in this Ordinance shall be deemed to include the payment of any mandatory sinking
fund redemption payments as described herein. The titles and headings of the Sections and
subsections of this Ordinance have been inserted for convenience of reference only and are not to
be considered a part hereof and shall not in any way modify or restrict any of the terms or
provisions hereof.
Section 27. IMMEDIATE EFFECT. That in accordance with the provisions of Section
1201.028, Texas Government Code, this Ordinance shall be effective immediately upon its
adoption by the City Council.
[Execution Page Follows]
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Section 28. OPEN MEETING. That it is hereby officially found and determined that
the meeting at which this Ordinance was passed was open to the public, and public notice of the
time, place and purpose of said meeting was given, all as required by Chapter 551, Texas
Government Code, as amended.
ADOPTED AND EFFECTIVE April 13, 2021.
Mayor, City of Fort Worth, Texas
ATTEST:
City Secretary,
City of Fort Worth, Texas
APPROVED AS TO FORM AND LEGALITY:
City Attorney,
City of Fort Worth, Texas
(SEAL)
Signature Page — Ordinance Authorizing Issuance of Certificates of Obligation
26
Z
Exhibit A
to
Ordinance
FORM OF CERTIFICATE
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTIES OF TARRANT, DENTON, WISE, PARKER AND JOHNSON
CITY OF FORT WORTH, TEXAS
COMBINATION TAX AND REVENUE
CERTIFICATES OF OBLIGATION
SERIES 2021
MATURITY DATE INTEREST RATE DELIVERY DATE CUSIP
July 13, 2021
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF FORT WORTH,
TEXAS (the "City" or the "Issuer"), being a political subdivision of the State of Texas, hereby
promises to pay to , or to
the registered assignee hereof (either being hereinafter called the "registered owner") the
principal amount of
DOLLARS
and to pay interest thereon, from the Delivery Date specified above, to the Maturity Date
specified above, or the date of its redemption prior to scheduled maturity, at the interest rate per
annum specified above, with said interest payable on March 1, 2022, and semiannually on each
September 1 and March 1 thereafter; except that if this Certificate is required to be authenticated
and the date of its authentication is later than March 1, 2022, such interest is payable
semiannually on each September 1 and March 1 following such date. Interest on this Certificate
shall be calculated on the basis of a 360-day year consisting of twelve 30-day months.
THE PRINCIPAL OF AND INTEREST ON this Certificate are payable in lawful money
of the United States of America, without exchange or collection charges. At maturity or
redemption prior to maturity, the principal of this Certificate shall be paid to the registered owner
hereof upon presentation and surrender of this Certificate at the designated corporate trust office
in Dallas, Texas (the "Designated Trust Office"), of BOKF, NA, which is the "Paying
Agent/Registrar" for this Certificate. The payment of interest on this Certificate shall be made
by the Paying Agent/Registrar to the registered owner hereof on each interest payment date by
check, dated as of such interest payment date, drawn by the Paying Agent/Registrar on, and
payable solely from, funds of the Issuer required by the ordinance authorizing the issuance of
this Certificate (the "Certificate Ordinance") to be on deposit with the Paying Agent/Registrar for
such purpose as hereinafter provided; and such check shall be sent by the Paying Agent/Registrar
by United States mail, first-class, postage prepaid, on each such interest payment date, to the
registered owner hereof, at its address as it appeared on the fifteenth day of the month preceding
each such date (the "Record Date") on the Registration Books kept by the Paying
Agent/Registrar, as hereinafter described. Any accrued interest due at maturity or redemption as
provided herein shall be paid to the registered owner upon presentation and surrender of this
Certificate for payment at the Designated Trust Office of the Paying Agent/Registrar. The Issuer
covenants with the registered owner of this Certificate that on or before each principal and
interest payment date for this Certificate it will make available to the Paying Agent/Registrar,
from the "Interest and Redemption Fund" created by the Certificate Ordinance, the amounts
required to provide for the payment, in immediately available funds, of all principal of and
interest on the Certificates, when due. All Certificates of this Series are issuable solely as fully
registered certificates, without interest coupons, in any integral multiple of $5,000 (an
"Authorized Denomination").
IN THE EVENT OF NON-PAYMENT of interest on a scheduled payment date, and for
30 days thereafter, a new record date for such interest payment (a "Special Record Date") will be
established by the Paying Agent/Registrar, if and when funds for the payment of such interest
have been received from the Issuer. Notice of the Special Record Date and of the scheduled
payment date of the past due interest ("Special Payment Date", which shall be 15 days after the
Special Record Date) shall be sent at least five business days prior to the Special Record Date by
United States mail, first-class postage prepaid, to the address of each registered owner of a
Certificate appearing on the Registration Books kept by the Paying Agent/Registrar at the close
of business on the last business day next preceding the date of mailing of such notice.
IF THE DATE for the payment of the principal of or interest on this Certificate shall be a
Saturday, Sunday, a legal holiday, or a day on which banking institutions in the city where the
Designated Trust Office of the Paying Agent/Registrar is located are authorized by law or
executive order to close, then the date for such payment shall be the next succeeding day which
is not such a Saturday, Sunday, legal holiday, or day on which banking institutions are
authorized to close; and payment on such date shall have the same force and effect as if made on
the original date payment was due.
THIS CERTIFICATE is one of a Series of Certificates dated , 2021,
authorized in accordance with the Constitution and laws of the State of Texas in the principal
amount of $18,500,000, FOR THE PURPOSE OF PROVIDING PART OF THE FUNDS FOR
PAYING CONTRACTUAL OBLIGATIONS TO BE INCURRED BY THE CITY, AS SET
FORTH IN THE CERTIFICATE ORDINANCE; and the payment of fiscal, engineering and
legal fees incurred in connection therewith.
ON MARCH 1, 2030 or on any date thereafter, the Certificates of this Series maturing on
September 1, 2030 and thereafter may be redeemed prior to their scheduled maturities, at the
option of the Issuer, in whole, or in part, at par and accrued interest to the date fixed for
redemption. The years of maturity of the Certificates called for redemption at the option of the
City prior to their stated maturity shall be selected by the City. The Certificates or portions
thereof redeemed within a maturity shall be selected by lot or other method by the Paying
Agent/Registrar; provided, that during any period in which ownership of the Certificates is
2
determined only by a book entry at a securities depository for the Certificates, if fewer than all of
the Certificates of the same maturity and bearing the same interest rate are to be redeemed, the
particular Certificates of such maturity and bearing such interest rate shall be selected in
accordance with the arrangements between the Issuer and the securities depository.
THE CERTIFICATES are also subject to mandatory redemption in part by lot pursuant
to the terms of the Ordinance, on September 1 in each of the years , with respect to
Certificates maturing September 1, 20_, in the following years and in the following amounts, at
a price equal to the principal amount thereof and accrued and unpaid interest to the date of
redemption, without premium:
Year Principal (S)
* Final Maturity
To the extent, however, that Certificates subject to sinking fund redemption have been
previously purchased or called for redemption in part and otherwise than from a sinking fund
redemption payment, each annual sinking fund payment for such Certificates shall be reduced by
the amount obtained by multiplying the principal amount of Certificates so purchased or
redeemed by the ratio which each remaining annual sinking fund redemption payment for such
Certificates bears to the total remaining sinking fund payments, and by rounding each such
payment to the nearest $5,000 integral; provided, that during any period in which ownership of
the Certificates is determined only by a book entry at a securities depository for the Certificates,
the particular Certificates to be called for mandatory redemption shall be selected in accordance
with the arrangements between the City and the securities depository.
NOTICE OF any such redemption of Certificates shall be given in the following manner,
to -wit, a written notice of such redemption shall be given to the registered owner of each
Certificate or a portion thereof being called for redemption not less than 30 days prior to the date
fixed for such redemption by depositing such notice in the United States mail, first-class postage
prepaid, addressed to each such registered owner at his address shown on the Registration Books
of the Paying Agent/Registrar. Any notice so mailed shall be conclusively presumed to have
been duly given notwithstanding whether one or more registered owners may have failed to have
received such notice. By the date fixed for any such redemption due provision shall be made by
the Issuer with the Paying Agent/Registrar for the payment of the required redemption price for
this Certificate or the portion hereof which is to be so redeemed, plus accrued interest thereon to
the date fixed for redemption. If such notice of redemption is given, and if due provision for
such payment is made, all as provided above, this Certificate, or the portion hereof which is to be
so redeemed, thereby automatically shall be redeemed prior to its scheduled maturity, and shall
not bear interest after the date fixed for its redemption, and shall not be regarded as being
outstanding except for the right of the registered owner to receive the redemption price plus
accrued interest to the date fixed for redemption from the Paying Agent/Registrar out of the
3
funds provided for such payment. The Paying Agent/Registrar shall record in the Registration
Books all such redemptions of principal of this Certificate or any portion hereof. If a portion of
any Certificate shall be redeemed a substitute Certificate or Certificates having the same maturity
date, bearing interest at the same rate, in any Authorized Denomination, at the written request of
the registered owner, and in aggregate principal amount equal to the unredeemed portion thereof,
will be issued to the registered owner upon the surrender thereof for cancellation, at the expense
of the Issuer, all as provided in the Ordinance.
AS PROVIDED IN THE CERTIFICATE ORDINANCE, this Certificate may, at the
request of the registered owner or the assignee or assignees hereof, be assigned, transferred, and
exchanged for a like aggregate principal amount of fully registered certificates, without interest
coupons, payable to the appropriate registered owner, assignee, or assignees, as the case may be,
having the same maturity date, and bearing interest at the same rate, in any Authorized
Denomination as requested in writing by the appropriate registered owner, assignee, or
assignees, as the case may be, upon surrender of this Certificate to the Paying Agent/Registrar at
its Designated Trust Office for cancellation, all in accordance with the form and procedures set
forth in the Certificate Ordinance. Among other requirements for such assignment and transfer,
this Certificate must be presented and surrendered to the Paying Agent/Registrar at its
Designated Trust Office, together with proper instruments of assignment, in form and with
guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this
Certificate or any portion or portions hereof in any Authorized Denomination to the assignee or
assignees in whose name or names this Certificate or any such portion or portions hereof is or are
to be transferred and registered. The form of Assignment printed or endorsed on this Certificate
may be executed by the registered owner to evidence the assignment hereof, but such method is
not exclusive, and other instruments of assignment satisfactory to the Paying Agent/Registrar
may be used to evidence the assignment of this Certificate or any portion or portions hereof from
time to time by the registered owner. The foregoing notwithstanding, in the case of the exchange
of an assigned and transferred Certificate or Certificates or any portion or portions thereof, such
fees and charges of the Paying Agent/Registrar will be paid by the Issuer. The one requesting
such exchange shall pay the Paying Agent/Registrar's reasonable standard or customary fees and
charges for exchanging any Certificate or portion thereof. In any circumstance, any taxes or
governmental charges required to be paid with respect thereto shall be paid by the one requesting
such assignment, transfer, or exchange as a condition precedent to the exercise of such privilege.
In any circumstance, neither the Issuer nor the Paying Agent/Registrar shall be required (1) to
make any transfer or exchange during a period beginning at the opening of business 30 days
before the day of the first mailing of a notice of redemption of the Certificates and ending at the
close of business on the day of such mailing, or (2) to transfer or exchange any Certificates so
selected for redemption when such redemption is scheduled to occur within 30 calendar days;
provided, however, such limitation of transfer shall not be applicable to an exchange by the
registered owner of an unredeemed balance of a Certificate called for redemption in part.
WHENEVER the beneficial ownership of this Certificate is determined by a book entry
at a securities depository for the Certificates, the foregoing requirements of holding, delivering
or transferring this Certificate shall be modified to require the appropriate person or entity to
meet the requirements of the securities depository as to registering or transferring the book entry
to produce the same effect.
4
IN THE EVENT any Paying Agent/Registrar for the Certificates is changed by the Issuer,
resigns, or otherwise ceases to act as such, the Issuer has covenanted in the Certificate Ordinance
that it promptly will appoint a competent and legally qualified substitute therefor, and promptly
will cause written notice thereof to be mailed to the registered owners of the Certificates.
IT IS HEREBY certified, recited and covenanted that this Certificate has been duly and
validly authorized, issued, and delivered; that all acts, conditions, and things required or proper
to be performed, exist, and be done precedent to or in the authorization, issuance, and delivery of
this Certificate have been performed, existed, and been done in accordance with law; that this
Certificate is a direct obligation of said Issuer, issued on the full faith and credit thereof, and that
annual ad valorem taxes sufficient to provide for the payment of the interest on and principal of
this Certificate, as such interest comes due and such principal matures, have been levied and
ordered to be levied against all taxable property in said Issuer, and have been pledged for such
payment, within the limit prescribed by law; and that a limited pledge (not to exceed $1,000) of
the surplus revenues from the operation of the City's combined water and sewer system
remaining after payment of all operation and maintenance expenses thereof and any other
obligations heretofore or hereafter incurred to which such revenues have been or shall be
encumbered by a lien on and pledge of such revenues superior to the lien on and pledge of such
revenues to the Certificates, have been pledged as additional security for the Certificates.
BY BECOMING the registered owner of this Certificate, the registered owner thereby
acknowledges all of the terms and provisions of the Certificate Ordinance, agrees to be bound by
such terms and provisions, acknowledges that the Certificate Ordinance is duly recorded and
available for inspection in the official minutes and records of the Issuer, and agrees that the terms
and provisions of this Certificate and the Certificate Ordinance constitute a contract between
each registered owner hereof and the Issuer.
IN WITNESS WHEREOF, this Certificate has been signed with the manual or facsimile
signature of the Mayor of the Issuer, attested by the manual or facsimile signature of the City
Secretary, and approved as to form and legality with the manual or facsimile signature of the
City Attorney, and the official seal of the Issuer has been duly affixed to, or impressed, or placed
in facsimile, on this Certificate.
xxxxx
City Secretary, City of Fort Worth, Texas
APPROVED AS TO FORM:
xxxxx
City Attorney, City of Fort Worth, Texas
E
xxxxx
Mayor, City of Fort Worth, Texas
(SEAL)
[FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE]
(To be executed if this Certificate is not accompanied by an executed
Registration Certificate of the Comptroller of Public Accounts of the State of Texas)
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Certificate of Obligation has been issued under the
provisions of the proceedings adopted by the Issuer as described in the text of this Certificate of
Obligation; and that this Certificate of Obligation has been issued in exchange for or replacement
of a certificate of obligation, certificates of obligation, or a portion of a certificate of obligation
or certificates of obligation of an issue which originally was approved by the Attorney General
of the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas.
Dated
BOKF, NA, Paying Agent/Registrar
0
Authorized Signatory
[FORM OF ASSIGNMENT]
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto
(Please insert Social Security or Taxpayer Identification Number of Transferee)
(Please print or typewrite name and address, including zip code of Transferee)
the within Certificate of Obligation and all rights thereunder, and hereby irrevocably constitutes
and appoints
attorney to
register the transfer of the within Certificate of Obligation on books kept for registration thereof,
with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed
by a member firm of the New York Stock
Exchange or a commercial bank or trust
company.
7
NOTICE: The signature above must
correspond with the name of the Registered
Owner as it appears upon the front of this
Certificate in every particular, without
alteration or enlargement or any change
whatsoever.
[FORM OF COMPTROLLER'S REGISTRATION CERTIFICATE]
OFFICE OF COMPTROLLER
REGISTER NO.
STATE OF TEXAS
I hereby certify that this Certificate of Obligation has been examined, certified as to
validity, and approved by the Attorney General of the State of Texas and that this Certificate of
Obligation has been registered by the Comptroller of Public Accounts of the State of Texas.
Witness my signature and seal this
Comptroller of Public Accounts of
(SEAL) the State of Texas
The Initial Certificate shall be in the form set forth above, except that the form of the single fully
registered Initial Certificate shall be modified as follows:
(i) immediately under the name of the Certificate the headings "Maturity Date",
"Interest Rate", "Delivery Date" and "CUSIP" shall be omitted; and
(ii) Paragraph one shall read as follows:
Registered Owner:
Principal Amount:
Delivery Date: July 13, 2021
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF FORT WORTH,
TEXAS (the "Issuer") promises to pay to the Registered Owner named above, or the registered
assigns thereof, the Principal Amount hereinabove stated on September 1 in each of the years
and in principal installments in accordance with the following schedule:
(Information to be inserted from the Official Bid Form)
and to pay interest thereon from the delivery date specified above, on March 1, 2022 and
semiannually on each September 1 and March 1 thereafter to the maturity date specified above,
or to the date of redemption prior to maturity, at the interest rate per annum specified above.
Interest shall be calculated on the basis of a 360-day year consisting of twelve 30-day months.
Exhibit B
to
Ordinance
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 16 of this Ordinance.
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided
annually in accordance with such Section are as specified below:
The City has agreed to update annually financial information and operating data with
respect to the City of the general type included in the official statement for the Certificates as set
forth in tables 1 through 6, inclusive, and 8 through 15, inclusive, contained in such official
statement, and Appendix B to such official statement, "Excerpts from the Annual Financial
Report of the City of Fort Worth, Texas". The above -described financial information and
operating data with respect to the City is hereby incorporated by reference, and in Section 16 of
this Ordinance the City has agreed to annually update such financial information and operating
data in accordance with Rule 15c2-12, promulgated by the United States Securities and
Exchange Commission.
Accounting Principles
The accounting principles referred to in Section 16 of this Ordinance are the accounting
principles described in the notes to the annual financial report referred to above.
THE STATE OF TEXAS
COUNTIES OF TARRANT, DENTON, WISE, PARKER AND JOHNSON
CITY OF FORT WORTH
I, Mary J. Kayser, City Secretary of the City of Fort Worth, in the State of Texas, do
hereby certify that I have compared the attached and foregoing excerpt from the minutes of the
regular, open, public meeting of the City Council of the City of Fort Worth, Texas held on April
13, 2021, and of the ordinance authorizing the issuance of Combination Tax and Revenue
Certificates of Obligation, Series 2021, which was duly passed at said meeting, and that said
copy is a true and correct copy of said excerpt and the whole of said ordinance.
In testimony whereof, I have set my hand and have hereunto affixed the seal of said City
of Fort Worth, this day of April, 2021.
City Secretary of the
City of Fort Worth, Texas
(SEAL)