HomeMy WebLinkAboutOrdinance 15479ORDINANCE NO. ~ ~
BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS,
PROVIDING FOR THE ISSUANCE OF $19,880,000 CITY OF FORT
WORTH, TEXAS COMBINATION TAX AND REVENUE CERTIFICATES
OF OBLIGATION, SERIES 2003; PROVHING FOR THE LEVY,
ASSESSMENT AND COLLECTION OF A TAX SUFFICIENT TO PAY THE
INTEREST ON SAH) CERTIFICATES OF OBLIGATION AND TO CREATE
A SINKING FUND FOR THE REDEMPTION THEREOF AT MATURITY;
PLEDGING CERTAIN REVENUES IN SUPPORT OF SAID
CERTIFICATES; PRESCRIBING THE FORM OF SAID CERTIFICATES OF
OBLIGATION; AND ORDAINING OTHER MATTERS RELATING TO THE
SUBJECT
VVI~REAS, on the 25th day of February, 2003, the City Council of the City of Fort Worth
- (the "City" or the "Issuer") passed an ordinance authorizing and directing notice of its intention to
issue the Certificates of Obligation herein authorized to be issued, to be published in a newspaper as
required by Section 271.049 of the Texas Local Government Code, in an amount not to exceed
$20,000,000; and
WI~REAS, the City caused said notice of intention to be published in the Fort Worth Star-
Telegram, a "newspaper" as described in Section 2051.044, Texas Government Code, as amended,
on March 3, 2003 and March 10, 2003; and
WI~REAS, no petition, signed by 5% of the qualified electors of the Issuer as permitted by
Section 271.049 of the Texas Local Government Code protesting the issuance of such Certificates
of Obligation, has been filed; and
WI~REAS, the Certificates of Obligation hereinafter authorized are to be issued and
delivered pursuant to Subchapter C of Chapter 271 of the Texas Local Government Code;
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH,
TEXAS:
Section 1. DEFINITIONS. That as used in this Ordinance, unless a different meaning clearly
appears from the context, the capitalized terms set forth in this Ordinance shall have the meaning set
forth below. Any reference in this Ordinance to "FORM OF CERTIFICATE" shall refer to the form
of the Certificates set forth in Exhibit A to this Ordinance.
The term "Authentication Certificate" shall have the meaning given said term in Section 6(d)
hereof.
The term "Authorized Denomination" shall have the meaning given said term in Section 3
hereof.
The term "Business Day" shall mean a day that is not a Saturday, Sunday or legal holiday on
which banking institutions in the States of Texas or New York are authorized or required by law or
executive order to remain closed or the New York Stock Exchange or DTC is closed.
The terms "Certificates" and "Certificates of Obligation" shall mean and include collectively
the Initial Certificate and all substitute Certificates of Obligation exchanged therefor, as well as all
other substitute Certificates of Obligation and replacement Certificates of Obligation issued pursuant
hereto; and the term "Certificate" shall mean any of the Certificates.
The terms "City" and "Issuer" shall mean the City of Fort Worth, Texas.
The term "Code" shall mean the Internal Revenue Code of 1986, as amended.
The term "DTC" shall have the meaning given said term in Section 17 hereof.
The term "Defeasance Securities" shall mean (i) direct, noncallable obligations of the United
States of America, including obligations that are unconditionally guaranteed by the United States of
America, (ii) noncallable obligations of an agency or instrumentality of the United States 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, and (iii) noncallable obligations
of a state or an agency or a county, municipality, or other political subdivision of a state that have
been refunded and that, on the date on the date the governing body of the Issuer adopts or approves
the proceedings authorizing the financial arrangements are rated as to investment quality by a
nationally recognized investment rating firm not less than AAA or its equivalent.
The term "Defeased Certificate" shall have the meaning given said term in Section 22(a)
hereof.
The term "Designated Trust Office" shall have the meaning given said term in Section 6(a}
hereof.
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 hereof.
The term "Interest and Redemption Fund" shall have the meaning given said term in Section
8 hereof.
The term "MSRB" shall mean the Municipal Securities Rulemaking Board.
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The term "NRMSIR" shall mean each person whom the SEC or its staff has determined to be
a nationally recognized municipal securities information repository within the meaning of the Rule
from time to time.
The term "Paying Agent/Registrar" shall have the meaning given said term in Section 6(a)
hereof.
The term "Registered Owner" shall have the meaning given said term in Section 3 hereof.
The term "Registration Books" shall have the meaning given said term in Section 6(a) hereof.
The term "Rule" shall mean SEC Rule 15c2-12, as amended from time to time.
The term "SEC" shall mean the United States Securities and Exchange Commission.
The term "Surplus Revenues" shall mean those revenues from the operation of the City's
combined water and sewer system remaining after payment of all operation and maintenance expenses
thereof and 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.
The term "Term Certificates" shall have the meaning given said term in Section 3 hereof.
Section 2. AIT'I'RORIZATION 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 2003 ", are hereby authorized to be issued and
delivered in the principal amount of $19,880,000, for the purpose of providing part of the funds for
paying contractual obligations to be incurred by the Issuer, to-wit: the acquisition and construction
of improvements at Meacham Field, including noise mitigation improvements and runway
reconstruction; park improvements throughout the City of Fort Worth; general street and major
arterial improvements throughout the City of Fort Worth; the costs associated with the relocation of
Fire Station #8 resulting from the West Rosedale/Forest Park to Main Street street improvements;
and the payment of fiscal, engineering and legal fees incurred in connection therewith.
Section 3. TIATE, DENOTATIONS, NiT1VIBERS Alm 1VIATITRITIES. That the
Certificates shall initially be issued, sold and delivered hereunder as fully registered certificates,
without interest coupons, dated March 15, 2003, in the respective denominations and principal
amounts hereinafter stated, numbered consecutively from R-1 upward, payable to the respective initial
registered owners thereof, or to the registered assignee or assignees of the Certificates or any portion
or portions thereof (in each case, the "Registered Owner"), and the Certificates shall mature and be
payable on 1VIarch 1 in each of the years and in the principal amounts as follows:
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PRINCIPAL
YEAR AMOUNT ($1
2004 985,000
2005 985,000
2006 985,000
2007 985,000
2008 985,000
2009 985,000
2010 985,000
2011 985,000
2012 1,000,000
2013 1,000,000
PRINCIl'AL
YEAR AMOUNT ($1
2014 1,000,000
201 S 1,000,000
2016 1,000,000
2017 1,000,000
2018 1,000,000
2019 1,000,000
2020 1,000,000
2021 1,000,000
2022 1,000,000
2023 1,000,000
The Certificates shall be issued in denominations of $5,000 or any integral multiple thereof (an
"Authorized Denomination"). An initial Certificate of Obligation in the denomination and aggregate
principal amount of the Certificates, containing the principal amounts, redemption features and
interest rates as provided for in Sections 3, 4 and S of this Ordinance (the "Initial Certificate"), may
be submitted to the Attorney General for review and approval. The Initial Certificate shall be
numbered T-1, and shall be canceled upon receipt ofpayment for the Certificates by the Underwriters,
and substitute Certificates shall be delivered in exchange therefor, as provided in Section 6 hereof.
The Initial Certificate shall be in the form as provided for in the FORM OF CERTIFICATE.
Section 4. REDENII"'I'I®ToT. (a) Optional Redemption. That the Issuer reserves the right
to redeem the Certificates maturing on or after March 1, 2014, in whole or in part in an Authorized
Denomination, on March 1, 2013, or on any date thereafter, at the redemption price of par plus
accrued interest to the date fixed for redemption. If less than all of the Certificates are to be
redeemed by the Issuer, the Issuer shall determine the maturity or maturities and the amounts thereof
to be redeemed and shall direct the Paying Agent/Registrar to call by lot Certificates, or portions
thereof, within such maturity or maturities and in such principal amounts, for redemption.
(b) Mandatory Redemption. The Certificates are not subject to mandatory sinking fund
redemption.
(c) Notice. At least thirty (30) days prior to the date any Certificates are to be redeemed, (i)
a written notice of redemption shall be given by the Paying Agent/Registrar tothe Registered Owner
of each Certificate, or a portion thereof, being called for redemption by depositing such notice in the
United States mail, first-class, postage prepaid, addressed to each such Registered Owner at the ad-
dressthereof as shown on the Registration Books of the Paying Agent/Registrar and (ii) a notice of
such redemption either shall be published one (1) time in or posted electronically on the website of
a financial journal or publication of general circulation in the United States of America or the State
of Texas carrying as a regular feature notices of municipal bonds called for redemption; provided,
however, that the failure to send, mail or receive such notice described in clause (i) above, or any
defect therein or in the sending or mailing thereof, shall not affect the validity or effectiveness of the
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proceedings for the redemption of any Certificate, and the publication of notice as described in clause
(ii) above shall be the only notice actually required in connection with or as a prerequisite to the
redemption of any Certificates. By the date fixed for any such redemption due provision shall be
made by the Issuer with the Paying Agent/Registrarfnr the payment of the required redemption price
for the Certificates or the portions thereof which are to be so redeemed, plus accrued interest thereon
to the date fixed for redemption. If such notice of redemption is given, and if due provision for such
payment is made, all as provided above, the Certificates, or the portions thereof, which are to be so
redeemed, thereby automatically shall be redeemed prior to their scheduled maturities, and shall not
bear interest after the date fixed for their redemption, and shall not be regarded as being outstanding
except for the right of the Registered Owner to receive the redemption price plus accrued interest to
the date fixed for redemption from the Paying Agent/Registrar out of the funds provided for such
payment. The Paying AgentlRegistrar shall record in the Registration Books all such redemptions
of principal of the Certificates, or any portion thereof. If a portion of any Certificate shall be
redeemed, a substitute Certificate or Certificates having the same maturity date, bearing interest at
the same rate, in any Authorized Denomination, at the written request of the Registered Owner, and
in an aggregate principal amount equal to the unredeemed portion thereof, will be issued to the
Registered Owner upon the surrender thereof for cancellation, at the expense of the Issuer, all as
provided in this Ordinance. In addition, notice of such redemption shall be provided in the manner
described in Section 6(h) hereof, but the failure to provide such notice as described in Section 6(h)
hereof shall not affect the validity or effectiveness of the proceedings for the redemption of the
Certificates.
Section 5. INTEREST. That the Certificates scheduled to mature during the years,
respectively, set forth below shall bear interest at the following rates per annum:
maturities 2004, 4.625% maturities 2014, 3.750%
maturities 2005, 4.000% maturities 2015, 4.000%
maturities 2006, 4.000% maturities 2016, 4.000%
maturities 2007, 3.625% maturities 2017, 4.125%
maturities 2008, 3.625% maturities 2018, 4.250%
maturities 2009, 3.625% maturities 2019, 4.375%
maturities 2010, 3.625% maturities 2020, 4.375%
maturities 2011, 3.625% maturities 2021, 4.500%
maturities 2012, 3.625% maturities 2022, 4.625%
maturities 2013, 3.625% maturities 2023, 4.625%
Said interest shall be payable to the Registered Owner of any such Certificate in the manner provided
and on the dates stated in the FORM OF CERTIFICATE.
Section 6. CHARACTERISTICS Oh' THE CERTII+'ICATES. (a) Registration and
Transfer. That the Issuer shall keep or cause to be kept at the designated corporate trust office in
Fort Worth, Texas (the "Designated Trust Office") ofBank One, National Association, or such other
bank, trust company, financial institution, or other agency named in accordance with the provisions
of subsection (g) below (the "Paying AgentlRegistrar") books or records for the registration and
transfer of the Certificates (the "Registration Books"), and the Issuer hereby appoints the Paying
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Agent/Registrar asits registrar and transfer agent to keep such books or records and make such trans-
fersand registrations under such reasonable regulations as the Issuer and Paying Agent/Registrar may
prescribe; and the Paying Agent/Registrar shall make such transfers and registrations as herein
provided. It shall be the duty of the Paying Agent/Registrar to obtain from the Registered Owner and
record in the Registration Books the address of the Registered Owner of each Certificate to which
payments with respect to the Certificates shall be mailed, as herein provided. The Issuer or its
designee shall have the right to inspect the Registration Books during regular business hours of the
Paying Agent/Registrar at its Designated Trust Office, but otherwise the Paying Agent/Registrarshah
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.
(b) Ownership; Registration Books. The entity in whose name any Certificate shall be regis-
tered 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/Registrar shall
keep proper records of all payments made by the Issuer and the Paying AgentlRegistrarwlth respect
to the Certificates, and of all exchanges thereof, and all replacements thereof, as provided in this Ordi-
nance.
(d) .Exchange of Certificates. Each Certificate may be exchanged for fully registered
certificates in the manner set forth herein. Each Certificate issued and delivered pursuant to this
Ordinance may, upon surrender thereof at the Designated Trust Office ofthe 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 AgentlRegistrar, at the option of the Registered Owner or such
assignee or assignees, as appropriate, be exchanged for fully registered Certificates, without interest
coupons, in the form prescribed in the FORM OF CERTIFICATE, in any Authorized Denomination
(subject to the requirement hereinafter stated that each substitute Certificate shall have a single stated
maturity date), as requested in writing by such Registered Owner or such assignee or assignees, in
an aggregate principal amount equal to the principal amount of any Certificate or Certificates so sur-
rendered, and payable to the appropriate Registered Owner, assignee, or assignees, as the case may
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be. If any Certificate or portion thereof is assigned and transferred, each Certificate issued in
exchange therefor shall have the same principal maturity date and bear interest at the same rate as the
Certificate for which it is being exchanged. Each substitute Certificate shall bear a letter and/or
number to distinguish it from each other Certificate. The Paying AgentlRegistrar 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 installments; and each such Certificate of Obligation shall have a principal maturity date
corresponding to the due date of the installment of principal or portion thereof for which the
substitute Certificate of Obligation is being exchanged; and each such Certificate of Obligation shall
bear interest at the single rate applicable to and borne by such installment of principal or portion
thereof for which it is being exchanged. If only a portion of the Initial Certificate is assigned and
transferred, there shall be delivered to and registered in the name of the initial Registered Owner
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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 Registered 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 malting 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 PayingAgent/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 compe-
tent and legally qualified bank, trust company, financial institution, or other agency to act as and
perform the services of Paying Agent/Registrarfnr the Certificates under this Ordinance, and that the
Paying Agent/Registrar will be one entity. The Issuer reserves the right to, and may, at its option,
change the Paying Agent/Registrar upon not less than 60 days written notice to the Paying
Agent/Registrar. In the event that the entity at any time acting as Paying Agent/Registrar (or its suc-
cessor by merger, acquisition, or other method) should resign or otherwise cease to act as such, the
Issuer covenants that promptly it will appoint a competent and legally qualified national or state
banking institution which shall be a corporation organized and doing business under the laws of the
United States of America or of any state, authorized under such laws to exercise trust powers, subject
to supervision or examination by federal or state authority, and whose qualifications substantially are
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similar to the previous Paying Agent/Registrar to act as Paying Agent/Registraruvder this Ordinance.
Upon any change in the Paying Agent/Registrar, the previous Paying Agent/Registrarpmmptly 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) Additional Redemption Notice. (i) In addition to the manner of providing notice of
redemption of Certificates as set forth in Section 4 hereof, the Paying Agent/Registrar shall give
notice of redemption of Certificates by United States mail, first-class, postage prepaid, at least thirty
(30) days prior to a redemption date to the SID and each NRIVISIR. In addition, in the event of a
redemption caused by an advance refunding of the Certificates, the Paying Agent/Registrarshah send
a second notice of redemption to the persons specified in the immediately preceding sentence at least
thirty (30) days but not more than ninety (90) days prior to the actual redemption date. Any notice
sent to the SID and a NRMSIR shall be sent so that such notice is received at least two (2) days prior
to the general mailing or publication date of such notice. The Paying Agent/Registrar shall also send
a notice of redemption to the Registered Owner of any Certificates who has not sent the Certificates
in for redemption sixty (60) days after the redemption date. The failure to send, mail or receive any
such notice described in this clause (i), or any defect therein or in the sending or mailing thereof, shall
not affect the validity or effectiveness of the proceedings for the redemption of any Certificate.
(ii) Each redemption notice, whether required in the FORM OF CERTIFICATE or
otherwise by this Ordinance, shall contain a description of the Certificates to be redeemed including
the complete name 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.
(iii) All redemption payments made by the Paying Agent/Registrar tothe Registered Owners
of the Certificates shall include a CUSIP number relating to each amount paid to such Registered
Owner.
Section 7. FORM ®F CER'T'IFICATES. 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 the FORM OF CERTIFICATE, with such appropriate variations,
omissions, or insertions as are pernutted or required by this Ordinance. The printer ofthe Certificates
is hereby authorized to print on the Certificates (i) the form of bond counsel's opinion relating to the
Certificates, and (ii) an appropriate statement of insurance furnished by a municipal bond insurance
company providing municipal bond insurance, if any, covering all or any part of the Certificates.
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Section 8. INTEREST ANID REIDElVIPTI®N FTJNI2. That a special fund or account, to
be designated the "City of Fort Worth, Texas Series 2003 Certificate of Obligation 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 sing fund each year. Said rate and amount of ad valorem taxis 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 ofthe 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 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.
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; ZJ~TVIESTIVIENTS. (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 perntted or required by law for the security of public
funds. The Interest and Redemption Fund shall be used only for the purposes and in the manner
permitted or required by this Ordinance. Chapter 1208, Texas Government Code, applies to the
issuance of the Certificates and the pledge of ad valorem taxes and the Surplus Revenues granted by
the City under Sections 8 and 9, and such pledge is therefore valid, effective, and perfected. If Texas
law is amended at any time while the Certificates are outstanding and unpaid such that the pledge of
the ad valorem taxes and Surplus Revenues granted by the City is to be subject to the filing
requirements of Chapter 9, Texas Business & Commerce Code, then in order to preserve to the
Registered Owners of the Certificates the perfection of the security interest in said pledge, the City
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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. That money in any Fund or Account established by this Ordinance may, at
the option of the City, be invested in Eligible Investments; provided that all such deposits and
investments shall have a par value (or market value when less than par) exclusive of accrued interest
at all times at least equal to the amount of money credited to such Funds or Accounts, and shall be
made in such manner that the money required to be expended from any Fund or Account will be
available at the proper time or times; and provided, further, that the investment of such moneys shall
be governed by and consistent with the City's investment policy. Such investments shall be valued
in terms of current market value as of the last day of each Fiscal Year, except that direct obligations
of the United States (State and Local Government Series} in book-entry form shall be continuously
valued at their par or face principal amount. Such investments shall be sold promptly when necessary
to prevent any default in connection with any Certificates.
Section 12. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED
CERTIFICATES. (a) 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 forReplacement Certificates. That 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 maybe.
In every case of damage or mutilation of a Certificate, the Registered Owner shall surrender to the
Paying Agent/R.egistrar for cancellation the Certificate so damaged or mutilated.
(c) No Default Occurred. That notwithstanding the foregoing provisions of this Section, in
the event any such Certificate shall have matured, and no default has occurred which is then
continuing in the payment of the principal of, redemption premium, if any, or interest on the
Certificate, the Issuer may authorize the payment of the same (without surrender thereof except in
the case of a damaged or mutilated Certificate) instead of issuing a replacement Certificate, provided
security or indemnity is furnished as above provided in this Section.
(d) Charge for Issuing Replacement Certificates. That prior to the issuance of any
replacement Certificate, the Paying Agent/Registrar shall charge the Registered Owner of such
Certificate with all legal, printing, and other expenses in connection therewith. Every replacement
Certificate issued pursuant to the provisions of this Section by virtue of the fact that any Certificate
is lost, stolen, or destroyed shall constitute a contractual obligation of the Issuer whether or not the
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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. That in accordance with Chapter 1206,
Texas Government Code, this Section of this Ordinance shall constitute authority for the issuance of
any such replacement Certificate without necessity of further action by the Issuer or any other body
or person, and the duty ofthe replacement of such Certificates is hereby authorized and imposed upon
the Paying Agent/Registrar, and the Paying Agent/Registrar shall authenticate and deliver such
Certificates in the form and manner and with the effect, as provided in Section 6(a) of this Ordinance
for Certificates issued in conversion and exchange of other Certificates.
Section 13. FEDERAL INC®ME TAX MATTERS. That the Issuer covenants to refrain
from any action which would adversely affect, or to take such action as to ensure, the treatment of
the Certificates as obligations described in Section 103 of the Code, the interest on which is not
includable in the "gross income" of the holder for purposes of federal income taxation. In furtherance
thereof, the Issuer covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of the
Certificates (less amounts deposited to a reserve fund, if any) are used for any "private
business use", as defined in Section 141(b)(6) of the Code or, if more than 10 percent of the
proceeds are so used, that amounts, whether or not received by the Issuer, with respect to
such private business use, do not, under the terms of this Ordinance or any underlying
arrangement, directly or indirectly, secure or provide for the payment 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
fora "private business use" which is "related" and not "disproportionate", within the meaning
of Section 141(b)(3) of the Code, to the governmental use;
(c) to take any action to assure that no amount which is greater than the lesser of
$5,000,000, or five percent of the proceeds of the Certificates (less amounts deposited into
a reserve fund, if any) is directly or indirectly used to finance loans to persons, other than
state or local governmental units, in contravention of Section 141(c) of the Code;
(d) to refrain from taking any action which would otherwise result in the Certificates
being treated as "private activity bonds" within the meaning of Section 141(b) of the Code;
(e) to refrain from taking any action that would result in the Certificates being "feder-
ally guaranteed" within the meaning of Section 149(b) of the Code;
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(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 --
(1) proceeds ofthe Certificates invested for a reasonable temporary period
of three years or less or, in the case of a refunding bond, for a period of 30 days or
less until such proceeds are needed for the purpose for which the certificates of
obligation are issued,
(2) amounts invested in a bona fide debt service fund, within the meaning
of Section 1.148-1(b) of the Treasury Regulations, and
(3) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Certificates;
(g) to otherwise restrict the use ofthe proceeds ofthe 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) and, to the ex-
tent applicable, Section 149(d) of the Code (relating to advance refizndings); and
(h) to pay to the United States of America at least once during each five-year period
(beginning on the date of delivery of the Certificates) an amount that is at least equal to 90
percent of the "Excess Earnings", within the meaning of Section 148(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 Treasury Regulations and, in the case of refunding bonds,
transferred proceeds {if any) and proceeds of the refunded bonds expended prior to the date of
issuance of the Certificates. It is the understanding of the Issuer that the covenants contained herein
are intended to assure compliance with the Code and any regulations or rulings promulgated by the
U.S. Department of the Treasury pursuant thereto. 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 ofnationally-recognized bond
counsel, to preserve the exemption from federal income taxation of interest on the Certificates under
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Section 103 of the Code. In furtherance of such intention, the Issuer hereby authorizes and directs
the Mayor, the City Manager, any Assistant City Manager, and the Director of Finance to execute
any documents, certificates or reports required by the Code, and to make such elections on behalf of
the Issuer which maybe permitted by the Code as are consistent with the purpose for the issuance
of the Certificates.
In order to facilitate compliance with clause (h) above, a "Rebate Fund" is hereby established
by the Issuer for the sole benefit of the United States of America, and such Fund shall not be subject
to the claim of any other person, including without limitation the holders of the Certificates. The
Rebate Fund is established for the additional purpose of compliance with Section 148 of the Code.
Section 14. ALLOCATION OF, AND LINII'~TATION ON, EXPENDITITRES 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 far the purposes described in Section
2 of this Ordinance (such purpose 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
advise ofnationally-recognized bond counsel if such expenditure fails to comply with the foregoing
to assure that such expenditure will not adversely affect the tax-exempt status of the Certificates. For
purposes hereof, the Issuer shall not be obligated to comply with this covenant if it obtains an opinion
from nationally-recognized bond counsel to the effect that such failure to comply will not adversely
affect the excludability for federal income tax purposes from gross income of the interest.
Section 15. DISPOSITION OF PROJECT. That the Issuer covenants that the property
constituting a Project will not be sold or otherwise disposed in a transaction resulting in the receipt
by the Issuer of cash or other compensation, unless the Issuer obtains an opinion of nationally-
recognized bond counsel substantially to the effect that such sale or other disposition will not
adversely affect the tax-exempt status of the Certificates. For purposes of this Section, the portion
of the property comprising personal property and disposed of in the ordinary course of business shall
not be treated as a transaction resulting in the receipt of cash or other compensation. For purposes
of this Section, the Issuer shall not be obligated to comply with this covenant if it obtains an opinion
of anationally-recognized bond counsel to the effect that such failure to comply will not adversely
affect the excludability for federal income tax purposes from gross income of the interest.
Section 16. CONTIlVULNG DISCLOSURE OBLIGATION. (a) Annual Reports. (i)
That the Issuer shall provide annually to each NRMSIR and any SID, within six months after the end
of each Fiscal Year ending in or after 2003, financial information and operating data with respect to
the Issuer of the general type included in the final Official Statement authorized by Section 1 S of this
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Ordinance, being the information described in Exhibit B hereto. 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 Issuer may be required to employ from time to time
pursuant to state law or regulation, and (2) audited, if the Issuer commissions an audit of such
statements and the audit is completed within the period during which they must be provided. If the
audit of such financial statements is not complete within such period, then the Issuer shall provide
unaudited financial statements by the required time, and shall provide audited financial statements for
the applicable Fiscal Year to each NRMSIR and any SID, when and if the audit report on such
statements become available.
(ii) If the Issuer changes its Fiscal Year, it will notify each N121VISIR and any SID of the
change (and of the date of the new Fiscal Year end) prior to the next date by which the Issuer
otherwise would be required to provide financial information and operating data pursuant to this
Section. The financial information and operating data to be provided pursuant to this Section may
be set forth in full in one or more documents or may be included by specific reference to any
document (including an official statement or other offering document, if it is available from the
MSRB) that theretofore has been provided to each NRMSIR and any SID or filed with the SEC.
(b) Material Event Notices. The Issuer shall notify any SID and either each NRMSIR or the
MSRB, in a timely manner, of any of the following events with respect to the Certificates of
Obligation, if such event is material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Non-payment related defaults;
3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or events affecting the tax-exempt status of the
Certificates;
7. Modifications to rights of holders of the Certificates;
8. Certificate calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the
Certificates; and
11. Rating changes.
The Issuer shall notify any SID and either each NRlVISIR or the MSRB, in a timely manner, of any
failure by the Issuer to provide financial information or operating data in accordance with subsection
(a) of this Section by the time required by such subsection.
(c) Limitations, Disclaimers, andAmendments. (i) The Issuer shall be obligated to observe
and perform the covenants specified in this Section for so long as, but only for so long as, the Issuer
remains an "obligated person" with respect to the Certificates within the meaning of the Rule, except
that the Issuer 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.
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(ii) The provisions of this Section are for the sole benefit of the Registered Owners 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 Issuer
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
Issuer's financial results, condition, or prospects or hereby undertake to update any information
provided in accordance with this Section or otherwise, except as expressly provided herein. The
Issuer 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) L7NDER NO CIlZCUMSTANCES SHALL THE ISSUER BE LIABLE TO THE
REGISTERED OWNER OR BENEFICIAL O~%VNER OF ANY CERTIFICATE OR ANY OTHER
PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART
FROM ANY BREACH BY THE IS SUER, WHETHERNEGLIGENT 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 LIlVIITED TO AN ACTIONFORMANDAM:US OR SPECIFIC
PERFORMANCE.
(iv) No default by the Issuer 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 Issuer under federal and state securities laws.
(v) The provisions of this Section maybe amended by the Issuer 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 Issuer, 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 Registered Owners 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 Issuer
(such as nationally recognized bond counsel) determined that such amendment will not materially
impair the interest of the Registered Owners and beneficial owners of the Certificates. If the Issuer
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 Issuer 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 ofthe Certificates.
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Section 17. DTC REGISTRATI®N. 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 will 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
Issuer accepts, but in no way verifies, such representations. The Certificates initially authorized by
this Ordinance shall be delivered to and registered in the name of CEDE & CO., the nominee of DTC.
It is expected that DTC will hold the Certificates on behalf of the Purchasers (as defined in Section
18). 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. It is expected that DTC will maintain abook-entry system which will
identify ownership ofthe Certificates in integral amounts of $5,000, withtransfers 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 Issuer 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, as defined in the Official Statement herein
approved, 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 Issuer
does not represent, nor does it in any way covenant that the initial book-entry system established with
DTC will be maintained in the future. Notwithstanding the initial establishment of the foregoing
book-entry system with DTC, if for any reason any of the originally delivered Certificates is duly filed
with the Paying Agent/Registrarwlth 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. In connection with the initial establishment of the foregoing book-entry system with
DTC, the Issuer heretofore has executed a "Blanket Letter of Representations" prepared by DTC in
order to implement the book-entry system described above.
Section 18. SALE. (a) Sale to Best Bidder. That the sale of the Certificates to Salomon
Smith Barney, Inc. (the "Purchaser"), at a price of par and accrued interest on the Certificates to the
date of delivery is hereby authorized, ratified and confirmed. It is hereby officially found, determined
and declared that the Certificates were sold to the highest bidder at terms that were the most
advantageous reasonably obtained. Any accrued interest and premium, if any, received from the sale
of the Certificates shall be deposited to the Interest and Redemption Fund.
(b) Offering Documents. The Certificates were sold pursuant to the terms of a "Notice of
Sale and Bidding Instructions", "Official Bid Form" and "Official Statement", the use of which
documents, a true and correct copy of each such document is attached hereto, is hereby approved.
The use of the "Preliminary Official Statement" prepared in connection with the sale of the
Certificates is hereby ratified.
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Section 19. CUSTODY, APPROVAL, AlVI) REGISTRATION OF CERTIFICATES.
That the City Manager or the designee thereof is hereby authorized to have control ofthe Certificates
initially issued and delivered hereunder and all necessary records and proceedings pertaining to the
Certificates pending their delivery and their investigation, examination, and approval by the Attorney
General of the State of Texas, and their registration by the Comptroller of Public Accounts of the
State of Texas. Upon registration of the Certificates said Comptroller of Public Accounts (or a
deputy designated in writing to act for said Comptroller) shall manually sign the Comptroller's
Registration Certificate attached to such Certificates, and the seal of said Comptroller shall be
impressed, or placed in facsimile, thereon.
Section 20. OFFICIALS AiTTHORIZED TO ACT ON BEHALF OF THE CITY. That
the Mayor, the City Secretary, the City Manager, any Assistant City Manager or the Director of
Finance of the City, and all other officers, employees, and agents of the City, and each of them, shall
be and they are hereby expressly authorized, empowered, and directed from time to time and at any
time to do and perform all such acts and things and to execute, acknowledge, and deliver in the name
and under the seal and on behalf of the City all such instruments, whether or not herein mentioned,
as may be necessary or desirable in order to carry out the terms and provisions of this Ordinance, the
Certificates, the offering documents prepared in connection with the sale of the Certificates, or the
Paying Agent/Registrar Agreement. In case any officer whose signature appears on any Certificate
shall cease to be such officer before the delivery of such Certificate, such signature shall nevertheless
be valid and sufficient for all purposes the same as if he or she had remained in office until such
delivery.
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 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. 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 ofAmerica 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
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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 22(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 ofthe 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 22(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/Registrarshah perform the services of Paying Agent/Registrarfnr
such Defeased Certificates the same as ifthey had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required by this Ordinance.
(d) Selection of Certificates 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.
Section 23.PREAMBI,E. 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 24. RUSES OF CONSTRUCTION. That for all purposes ofthis Ordinance, unless
the context requires otherwise, all references to designated Sections and other subdivisions are to the
Sections and other subdivisions of this Ordinance. The words "herein", "hereof' and "hereunder"
and other words of similar import refer to this Ordinance as a whole and not to any particular Section
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or other subdivision. Except where the context otherwise requires, terms defined in this Ordinance
to impart the singular number shall be considered to include the plural number and vice versa.
References to any named person means that 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 25. LMM>CDIATE EFFECT. That in accordance with the provisions of Section
1201.028, Texas Government Code, this Ordinance shall be effective immediately upon its adoption
by the City Council.
Section 26. ®PEN MEETING. That it is hereby officially found and determined that the
meeting at which this Ordinance was passed was open to the public, and public notice of the time,
place and purpose of said meeting was given, all as required by Chapter 551, Texas Government
Code, as amended.
ADOPTED this 18th day of March, 2003.
Mayor, City of Fort Worth, Texas
ATTEST:
City of Fo Worth, Texas
APPROVED AS TO FORM AND LEGALITY:
City Attorney,
City of Fort Worth, Te s
(SEAL)
-ao-
Exhibit A
to
Ordinance
FORM OF CERTIFICATE
NO. ~
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTIES OF TA]E~R.ANT AND DENTON
CITY OF FORT WORTH, TEXAS COMBINATION TAX
AND REVENUE CERTIFICATES OF OBLIGATION
SERIES 2003
MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIl'
MARCH 15, 2003
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 Original Issue 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, 2004, 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, 2004, such interest is payable semiannually on
each September 1 and March 1 following such date.
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 Fort Worth,
Texas (the "Designated Trust Office") of Bank One, National Association, which is the "Paying
Agent/Registrar" for this Certificate. The payment of interest on this Certificate shall be made by the
Paying Agent/Registrar tothe 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/Registrarfnr such purpose as herein-
after provided; and such check shall be sent by the Paying Agent/Registrar by United States mail,
first-class, postage prepaid, on each such interest payment date, to the registered owner hereof, at
its address as it appeared on the last Business Day (as defined in the Certificate Ordinance) of the
month preceding each such date (the "Record Date") on the Registration Books kept by the Paying
Agent/Registrar, as hereinafter described. Any accrued interest due at maturity or redemption as
provided herein shall be paid to the registered owner upon presentation and surrender of this
Certificate for payment at the Designated Trust Office of the Paying Agent/Registrar. The Issuer
covenants with the registered owner of this Certificate that on or before each principal and interest
payment date for this Certificate it will make available to the Paying Agent/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 ofthis 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 AgentlRegistrar 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 islocated 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 as of the Original Issue Date
stated above, authorized in accordance with the Constitution and laws of the State of Texas in the
principal amount of $19,880,000, FOR THE PURPOSE OF PROVIDING PART OF THE FL;INDS
FOR PAYIl~TG CONTRACTUAL OBLIGATIONS TO BE INCURRED BY THE CITY, TO-WIT,
THE ACQUISITION AND CONSTRUCTION OF IlVIPROVEMENTS AT MEACHAM FIELD,
INCLUDINGNOISE MITIGATION IlVIPROVEMENTS AND RUNWAY RECONSTRUCTION;
PARK IlVIPROVEMENTS THROUGHOUT THE CITY OF FORT WORTH; GENERAL STREET
AND MAJOR ARTERIAL IlVIPROVEMENTS THROUGHOUT THE CITY OF FORT WORTH;
THE COSTS ASSOCIATED WITH THE RELOCATION OF FIRE STATION #8 RESULTING
FROM THE WEST ROSEDALE/FOREST PARK TO MAIN STREET STREET
IlVIPROVEMENTS; AND THE PAYMENT OF FISCAL, ENGINEERING AND LEGAL FEES
INCLTRE2ED IN CONNECTION THEREWITH.
ON MARCH 1, 2013, or on any date thereafter, the Certificates of this Series maturing on
March 1, 2014 and thereafter maybe redeemed prior to their scheduled maturities, at the option of
the Issuer, in whole, or in part in any Authorized Denomination, at par and accrued interest to the
date fixed for redemption. The years of maturity of the Certificates called for redemption at the
option of the Issuer prior to stated maturity shall be selected by the Issuer. The Certificates or
portions thereof redeemed within a maturity shall be selected by lot or other method by the Paying
Agent/Registrar; provided, that during any period in which ownership of the Certificates is
determined only by a book entry at a securities depository for the Certificates, if fewer than all of the
Certificates of the same maturity and bearing the same interest rate are to be redeemed, the particular
Certificates of such maturity and bearing such interest rate shall be selected in accordance with the
arrangements between the Issuer and the securities depository.
AT LEAST 30 days prior to the date fixed for any such redemption (a) a written notice of
such redemption shall be given to the registered owner of each Certificate or a portion thereof being
called for redemption by depositing such notice in the United States mail, first class postage prepaid,
addressed to each such registered owner at his address shown on the Registration Books of the
Paying Agent/Registrar and (b) notice of such redemption either shall be published one (1) time in
or posted electronically on the website of a financial journal or publication of general circulation in
the United States of America or the State of Texas carrying as a regular feature notices of municipal
bonds called for redemption; provided, however, that the failure to send, mail, or receive such notice
described in (a) above, or any defect therein or in the sending or mailing thereof, shall not affect the
validity or effectiveness of the proceedings for the redemption of any Certificate, and the Ordinance
provides that the provision of notice as described in (b) above shall be the only notice actually
required in connection with or as a prerequisite to the redemption of any Certificate. By the date
fixed for any such redemption due provision shall be made by the Issuer with the Paying
Agent/Registrar for the payment of the required redemption price for this Certificate or the portion
hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption.
If such notice of redemption is given, and if due provision for such payment is made, all as provided
above, .this Certificate, or the portion hereof which is to be so redeemed, thereby automatically shall
be redeemed prior to its scheduled maturity, and shall not bear interest after the date fixed for its
redemption, and shall not be regarded as being outstanding except for the right of the registered
owner to receive the redemption price plus accrued interest to the date 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 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 unre-
deemed portion thereof, will be issued to the registered owner upon the surrender thereaf 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 AgentlRegistrar shall be required
(1) to make any transfer or exchange during a period beginning at the opening of business 30 days
before the day ofthe first mailing of a notice of redemption ofthe 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.
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.
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 WI~REOF, 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
APPROVED AS TO FORM AND LEGALITY;
~o~
City Attorney
xxa~
Mayor.
(SEAL)
FORM OF PAYIl~TG AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYIl~TG 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
BANK ONE, NATIONAL ASSOCIATION,
Paying Agent/Registrar
By
Authorized Representative
*FORM OF COMPTROLLER'S CERTIFICATE ATTACHED TO
THE CERTIFICATES UPON INITIAL DELIVERY THEREOF
OFFICE OF COMPTROLLER
STATE OF TEXAS
REGISTER NO.
I hereby certify that there is on file and of record in my oi~ce a certificate of the Attorney
General of the State of Texas to the effect that this Certificate has been examined by him as required
by law, and that he fords that it has been issued in conformity with the Constitution and laws of the
State of Texas, and that it is a valid and binding obligation of the City of Fort Worth, Texas, payable
in the manner provided by and in the ordinance authorizing same, and said Certificate has this day
been registered by me.
WITNESS MY HAND and seal of office at Austin, Texas this
(SEAL}
Comptroller of Public Accounts of
the State of Texas
NOTE:
*¶ to accompany initial certificates only
FORM OF 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.
NOTICE: The signature above must
correspond with the name of the Registered
Owner as it appears upon the front of this
Certificate in every particular, without
alteration or enlargement or any change
whatsoever.
The printer of the Certificates is hereby authorized to print on the Certificates (i) the form of bond
counsel's opinion relating to the Certificates, and (ii) an appropriate statement of insurance furnished
by a municipal bond insurance company providing municipal bond insurance, if any, covering all or
any part of the Certificates.
LIL~TTSERTI®NS F®R THE INITIAL, CERTIFICATE
The Initial Certificate shall be in the form set forth in this Exhibit A, except that:
A. Immediately under the name ofthe Certificate, the headings "INTEREST RATE"
and "MATURITY DATE" shall be completed with the words "As shown below" and
the heading "CUSIP NO." shall be deleted.
B. The first paragraph shall be deleted and the following will be inserted:
"THE CITY OF FORT WORTH, TEXAS (the "City" or the "Issuer"), being a political
subdivision of the State of Texas, hereby promises to pay to , or to the registered
assignee thereof (either being hereinafter called the "registered owner"), on March 1 in each of the
years set forth in the following schedule, the principal installments set forth in the following schedule,
with such principal installments bearing interest at the per annum rates set forth in the following
schedule:
Years Principal Installments Interest Rates
(Information from Sections 3 and 5 to be inserted)
The City promises to pay interest on the unpaid principal installments hereof (calculated on the basis
of a 360-day year consisting of twelve 30-day months) from the Original Issue Date shown above at
the respective interest rates per annum specified above. Interest is payable on March 1, 2004 and
semiannually thereafter on each September 1 and March 1 thereafter to the date of payment of the
principal installment specified above; except that if this Certificate is required to be authenticated and
the date of its authentication is later than March I, 2004, such interest is payable semiannually on
each September 1 and March 1 following such date.
C. The Initial Certificate shall be numbered "T-1".
Exhibit B
to
Ordinance
IIESCRIPTION OF A~TVNUAI., FINANCIAg, 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 areas specified (and included in the Appendix or under the headings
of the Official Statement referred to) below:
The information of the general type included in tables 1 through 6, inclusive, and tables 8
through 15, inclusive.
AppendixB to the Official Statement, "Excerpts from the Annual Financial Report ofthe
City of Fort Worth, 'Texas for the Fiscal Year Ended September 30, 2001".
Accounting Principles
The accounting principles referred to in such Section are the accounting principles described
in the notes to the annual financial report referred to above.
THE STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH
I, Gloria Pearson, 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 March 18, 2003,
and of Ordinance No. I SS179 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 18th day of March, 2003.
,~
G~
-rty Secretary, City( Fort Worth, Texas
(SEAT.,)
DATE REFERENCE NUMBER LOG NAME PAGE
3/18/03 G-13916 13CERTS 1 of 2
suB~ECT SALE OF $19,880,000 COMBINATION -TAX AND .REVENUE CERTIFICATES OF
OBLIGATION, SERIES 2003
RECOMMENDATION:
It is recommended that the City Council:
1. Adopt an ordinance providing for the issuance of $19,880,000 Combination Tax and Revenue
Certificates of Obligation, Series 2003, and approving the use of the "~dotice of Sale and Bidding
Instruction," "Official Bid Form," and "Official Statement" prepared in connection with the issuance of
the above stated bonds; and
2. Authorize the $19,880,000 Combination Tax and Revenue Certificates of Obligation, Series 2003,
be sold to Salomon Smith Barney, Inc., the bidder offering the lowest true interest rate of
4.114000%.
Bids for the $19,880,000 Combination Tax and Revenue Certificates of Obligation, Series 2003, were
received today (Tuesday, March 18, 2003) at 10:.00 a.m. A summary of the true interest rates for the
bids is shown below:
BIDDER
RATE
(See Attachment)
Proceeds from this sale will be used in fundirig critical capital projects as authorized in December,
2000, specifically:
® Reconstruction of neighborhood streets
® Park improvements new development match
® West Rosedale Street, Forest Park Boulevard to Main Street
® East Rosedale Street, IH35 to US287
® East Rosedale Street, US287 to IH820
® Phase IV Meacham International Airport noise mitigation
Meacham International Airport 16V34R runway reconstruction
® City participation -
Major arterials and Texas Department of Transportation projects
to include Vickery Boulevard, Amanda Drive, Fire Station No. 8
(at West Rosedale Street), Meadowbrook Drive
$8,000,000
$ 400,000
$ 427,833.
$3,016,000 .
$2,240,000
$ 62,500
$2,780,000
$2,953,667
/ice.- ^~
City ®f ' ~®~~ Worth:, Teas
,~ ;
DATE
3/18/03 REFERENCE NUMBER
G-13916 LOG NAME
13CERTS PAGE
2 of 2
SUBJECT SALE OF $19,880,000 COMBINATION TAX AND REVENUE
OBLIGATION, SERIES 2003 CERTIFICATES OF
BG:k
Submitted for City Manager's FUND ACCOUNT CENTER AMOUNT CITY SECRETARY
Office by: (to)
Bridgette Garrett (Acting) 6183
Originating Department Head:
Tim Keyes 8517 (from) APPROVED 3/18/03
ORD.# 15479
Additional Information Contact:
Skipper Shook 8519