HomeMy WebLinkAboutOrdinance 15936ORDINANCE NO ,~ ~~~
AN AMENDED AND RESTATED ORDINANCE approving and authorizing the
issuance by the City ofFort Worth, Texas ofits Water and Sewer System Commercial
Paper Notes, Series A, in an aggregate principal amount,at any one. time outstanding
not to exceed $100 000 000 to provide interim financing to pay Project Costs for
Eligible Projects and to refund obligations issued m connection with Ehgible Protects,
authonzmg the issuance and delivery of a bank note m connection with the issuance,
sale and delivery of Commercial Paper Notes, and prescribing the erms, features and
characteristics of such instruments, approving and authorizing certain authorized
officers and employees to act on behalf of the City m the selling and delivery of such
short term obligations, within the limitations and procedures specified herein, making
certain covenants and agreements in connection therewith, resolving other matters
incident and related to the issuance, sale, security and delivery of commercial p ;.>er
notes, including the appointment of an Issuing and Paying Agent and a Dealer and
approval of an Issuing and Paying Agent Agreement, a Credit Agreement and a
Dealer Agreement, approving the use of an Offering Memorandum in connection with
the sale from time to time of such commercial paper notes, and providing an effective
date
THE STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH
WHEREAS the City of Fort Worth, Texas (the City" or the 'Issuer") is a home-rule
municipality acting as such under the Constitution and laws of the State of Texas, has a population
in excess of 50 000 and has outstanding long term indebtedness that is rated by a nationally
recognized rating agency for municipal securities m one ofthe four highest rating categories for long-
term obligations, and
WHEREAS on May 26 1998 the City Council of the City adopted an ordinance that
amended and restated an ordinance adopted by the City Council of the City on March 8 1990 (the
Commercial Paper Ordinance'), which authorized the issuance of its short term obligations m the
form of commercial paper notes pursuant to the provisions of Article 717q, V.A.T C S (now codified
as Chapter 1371 Texas Government Code, and referred to herein as the Act") to provide interim
financing for additions, improvements and extensions to the City's combined water and sewer system
(the System') and
WHEREAS the City currently has outstanding four classes of obligations supported by a
pledge of and lien on the net revenues of the System, the first such class being revenue bonds and
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other obligations issued or incurred by the City under the terms of the Master Resolution (hereinafter
defined) and a Supplement (hereinafter defined) payable from and secured by a first lien on and pledge
of the net revenues of the System (hereinafter defined as the 'Prior Lien Obhgat~ons'), the second
such class being the obligations, if any incurred under the terms of a Revolving C redit Agreement,
by and between the City and WestLB AG (formerly Westdeutsche Landesbank Cnr ~zentrale), acting
through its New York Branch (the 'Liquidity Agreement') executed and delivered pursuant to the
Commercial Paper Ordinance the third such class being revenue bonds secured by a lien on and
pledge of the net revenues of the System subordinate to the pledge on and hen on the net revenues
securing the Prior Lien Obhgat~ons, the obligations, if any incurred under the Liqurdrty Agreement,
and other obligations issued hereafter (hereinafter defined as the Subordinate Lien I3 onds') and the
fourth such class being certificates of obligation payable from and secured by ad valorem taxes and
a subordinate hen on and limited pledge of the System's net revenues (hereinafter defined as the
Subordinate Lien Obligations) and
WHEREAS the City Council hereby finds that the adoptzon of this Ordinance as an
amendment to and restatement of the Commercial Paper Ordinance, is necessary to enable the Crty
to (i) name a new liquidity provider (ii) reflect the name change resulting from acquisitions and
mergers involving the existing Issuing and Paying Agent, (iii) extend the Maximum Maturity Date as
set forth in the Commercial Paper Ordinance, and (iv) make such changes as to permit the program
authorized hereby to be consistent with the changes m the Act and the commercial paper public debt
market that have occurred since the date on which the Commercial Paper Ordinance was adopted,
and
WHEREAS, the commercial paper notes authorized to be issued pursuant to this Ordinance
constitute bond anticipation notes which the Crty intends to retire through the issuance of its revenue
bonds, and
WHEREAS the Crty Council hereby finds and determines that the issuance of commercial
paper notes and a bank note, subject to the terms, conditions and hrrutations hereinafter prescribed,
should be approved and authorized at this time,
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
FORT WORTH, TEXAS
ARTICLE I
DEFINITIONS
Section 1-01 Definitions Unless the context shall indicate a contrary meaning or intent, the
terms below defined, for all purposes of this ordinance or any ordinance amendatory or supplemental
hereto, shall be construed, are used and are intended to have the following meanings, to-wit
Act shall mean Chapter 1371 Texas Government Code
Advance shall mean a loan made under and subject to the conditions set forth m the
Agreement
Agreement or Credit Agreement" shall mean the Credit Agreement approved and
authorized to be entered into by Section 2.14 hereof, as from time to time amended or supplemented,
or other credit facility provided m heu thereof m accordance with the provisions of Section 4 03
hereof.
Authorized Representative shall mean one or more of the following officers or employees
of the City acting m concert or individually to-wit the Mayor the City Manager any Assistant City
Manager the Director of Finance, the City Treasurer or such other officer or employee of the City
designated m writing by the City Manager and approved by the City Council, to act as an Authorized
Representative
'Bank" shall mean Bank of America, N A. or any subsequent or succeeding party to the
Agreement.
'Bank Note shall mean, collectively the promissory note or notes issued pursuant to the
provisions ofthis Ordinance and the Agreement in evidence of Advances or Term Loans made by the
Bank under the Agreement, having the terms and charactenstics contained therein and issued m
accordance with the terms thereof.
'Bond Counsel shall mean an attorney or firm of attorneys which are nationally recognized
as having expertise m the practice oftax-exempt municipal finance law as approved by the City
McCall, Parkhurst & Horton L L.P and Kelly Hart & Hallman, a Professional Corporation, have
been selected by the City to serve as Bond Counsel with respect to the issuance of Commercial Paper
Notes under this Ordinance
'Business Day" shall mean any day (a) when banks are not authorized to be closed in the City
and (b) when banks or the New York Stock Exchange are not authorized to be closed m New York,
New York.
City" or Issuer" shall mean the City of Fort Worth, Texas
City Council shall mean the governing body of the City
Code shall mean the Internal Revenue Code of 1986 as amended
Commercial Paper Note shall mean a note issued pursuant to the provisions of this
Ordinance, having the terms and characteristics specified m Section 2.03 hereof and m the form
described in Section 2.05 hereof.
Commercial Paper Ordinance shall have the meaning given said term m the preamble to this
Ordinance
'Dealer" shall mean the entity or collectwely the e.7tities so designated m the Dealer
Agreement
'Dealer Agreement shall mean the agreement sec: and authorized to be entered into by
Section 3.04 hereof, as from time to time amended a supplem anted.
'Designated Office shall mean the corporate trust oi~~ic~ of the Issuing and Paying Agent
where Commercial Paper Notes must be presented and delr~~ei ed for receipt of payment of the
principal amount thereof.
'DTC shall mean The Depository Trust Company or any ~bst~tute securities depository
appointed pursuant to this Ordinance, or any nominee thereof.
'DTC Participant shall mean a member of, or the participant n, DTC that will act on behalf
of a Holder
'Eligible Investments shall mean any or all of the authorized investments descr~{~ d m the
Public Funds Investment Act of 1987 Chapter 2256 Texas Governme.r~t Code, which the Crty may
purchase and sell and m which it may invest its funds and funds under its control
'Eligible Project shall mean the acquisition or construction of improvements, additions or
extensions to the System, including capital assets and facilities incident and related to the operation,
maintenance and adrrumstration thereof, all as provided m the Act or Chapter 1502, Texas
Government Code
'Fiscal Year" shall mean any consecutive twelve month period declared by the City as its
fiscal year which currently runs from October 1 through September 30
Gross Revenues shall have the meamng given said term m the Master Ordinance
'Holder" or 'Noteholder" shall mean any person, firm, association, or corporation who is in
possession of any Note drawn, issued or endorsed to such person, firm, association or corporation
or to the order of such person, firm, association or corporation or to bearer or m blank.
'Issuing and Paying Agent 'Paying Agent/Registrar" or 'Registrar" shall mean the agent the
appointment of which is confirmed pursuant to Section 2.02 hereof, or any successor to such agent.
'Issuing and Paying Agent Agreement" shall mean the agreement approved and authorized
to be entered into by Section 3.03 hereof, as from time to time amended or supplemented.
'Master Note shall mean the 'Master Note as defined m Section 2.05 hereof.
'Master Ordinance shall mean the 'Master Ordmanc 1/stabhshin~- the City of Fort Worth,
Texas Water and Sewer System Revenue Financing Program adopted on December 10 1991
'Maximum Interest Rate shall mean 12% per annum
'Maximum Maturity Date shall mean twenty years ji~llowing the .late of passage of this
Ordinance
'Note or 'Notes shall mean the evidences of mdeutedness ai,i homed to be issued and at
anytime Outstanding pursuant to this Ordinance and shall inclu ~e Commercial Paper Notes (including
the Master Note), notes m such form or forms as shall be ~t,~proved by the City Councilman
ordinance amending this Ordinance, and the Bank Note, as approhnate
Offering Memorandum shall mean the Offering Memorandum relating to t:he Commercial
Paper Notes.
Outstanding" means when used with respect to the Commercial Paper Notes, as of the date
of determination, all Commercial Paper Notes theretofore delivered under this Ord Hance, except
(1) Commercial Paper Notes theretofore canceled and delivered to the City or
delivered to the Issuing and Paying Agent for cancellation,
(2) Commercial Paper Notes deemed paid pursuant to the provisions of Chapter
1207 Texas Government Code, and
(3) Commercial Paper Notes upon transfer or m exchange for or m lieu, of which
other Commercial Paper Notes have been authenticated and delivered pursuant to this
Ordinance,
provided, that m determining whether the Holders of the requisite principal amount of Outstanding
Commercial Paper Notes have given any request, demand, authorization, direction, notice, consent,
or waiver hereunder any Commercial Paper Note owned by the City shall be deemed to be
Outstanding as though rt was owned by any other Holder
Outstanding Prior Lien Bonds shall mean the outstanding and unpaid bonds ofthe following
series, to-wit. City ofFort Worth, Texas Water and Sewer System Revenue Refunding Bonds, Senes
1993 the Crty ofFort Worth, Texas Water and Sewer System Revenue Refunding and Improvement
Bonds, Series 1996 the Crty ofFort Worth, Texas Water and Sewer System Revenue Refunding and
Improvement Bonds, Series 1997 the Crty of Fort Worth, Texas Water and Sewer System Revenue
Refunding and Improvement Bonds, Series 1998 the Crty of Fort Worth, Texas Water and Sewer
System Revenue Bonds, Series 2000 the Crty of Fort Worth, Texas Water and Sewer System
Revenue Refunding and Improvement Bonds, Series 2000B the Crty of Fort Worth, Texas Water
and Sewer System Revenue Bonds, Series 2001 the Crty of Fort Worth, Texas Water and Sewer
System Revenue Refunding and Improvement Bonds, Senes 2003 the Crty of Fort Worth, Texas
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Water and Sewer System Revenue Refunding Bonds, Series 2003A, and the City of Fort Worth,
Texas Water and Sewer System Auction Rate Revenue Bonds, Serves 200~'-
'Pledged Revenues shall have the meaning given satd term m the Iv [aster Ordinance
'Prior Lien Obligations shall mean collectively the Outstanding Prior Lien Bonds and any
obligations hereafter issued or incurred as provided m Section 4 15 hereof.
'Project Costs shall mean all costs and expenses incurred m relation to Eligible Projects,
including, without hrrutation, design, planning, engineering and legal costs, ac~Iuisrtion costs of land,
interests m land, rights-of way and easements, construction costs, costs of machinery eduipment, and
other capital assets incident and related to the operation, maintenance, and acJmuvstration of an
Eligible Project, financing costs, mcludmg interest during construction and thereaf~:e.• underwriter's
discount and/or fees far legal, financial, and other professional services, and re~mbur:,ement for such
Project Costs attributable to Eligible Protects incurred prior to the issuance of any Commercial Paper
Notes
'Registration Books shall mean the 'Registration Books as defined m Section 2.02 hereof.
'Regulations shall meanthe regulations oftheU S Department ofthe Treasury promulgated
under the Code or if applicable, the Internal Revenue Code of 1954
Series ANote Construction Account" shall mean the account so designated m Section 2.11
hereof.
Series A Note Payment Fund shall mean the fund so designated in Section 2.09 hereof.
Subordinate Lien Bonds shall mean the outstanding and unpaid bonds of the following
series, to-wit City ofFort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 1991 City of Fort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 1992, City ofFort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 1995 City ofFort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 1996 City of Fort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 1998 City of Fort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Serves 1999 City of Fort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Serves 1999A, City ofFort Worth, Texas Water and Sewer System Subordinate Lien Revenue Bonds,
Series 2001 and City of Fort Worth, Texas Water and Sewer System Subordinate Lien Revenue
Bonds, Series 2002
Subordinate Lien Obligations shall mean the currently outstanding City of Fort Worth,
Texas Certificates of Obligation, Series 1989 Series 2000A, Series 2001 and Series 2001B
Subordinated Obligations shall mean any bonds, notes, or other obligations issued or
contractual obligations incurred pursuant to law (including, without limitation, the Subordinate Lien
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Bonds and the Subordinate Lien Obligations} payable m whole or ~n part from the Pledged Revenues
and subordinate to the Prior Lien Obligations and the Bank Note
Supplement shall have the meaning given said term m the Master Ordinance
System shall have the meaning given said term m the Master Ordinance
Term Loan shall have the meaning given said term in the C edit Agreement.
Section 1 02. Construction of Terms Utilized m this Ordinance If appropriate in the context
of this Ordinance, words of the singular number shall be considered to include the plural, words of
the plural number shall be considered to include the singular and words of the masculine, feminine
or neuter gender shall be considered to include the other genders. 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 or other subdivision. 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 rt exists on the date this Ordinance is adopted by the City and any future
amendments thereto or successor provisions thereof. Certain terms not defined herein shall have the
meaning given said terms m the Credit Agreement.
ARTICLE II
AUTHORIZATION OF NOTES
Section 2.01. General Authorization. Pursuant to authority conferred by and m accordance
with the provisions of the Constitution and laws of the State of Texas, particularly the Act,
Commercial Paper Notes shall be and are hereby authorized to be issued m an aggregate principal
amount not to exceed ONE HUNDRED MILLION DOLLARS ($100,000,000) at any one time
Outstanding for the purpose of financing Project Costs of Eligible Projects and to refinance, renew
or refund Notes, Prior Lien Obligations, Subordinated Obligations and any other authorized
obligations of the System, including interest thereon, all m accordance with and subject to the terms,
conditions, and limitations contained herein, and a BankNote shall be and is hereby authorized to be
issued m the initial aggregate principal amount of ONE HUNDRED NINE MILLION DOLLARS
($109 000,000) at any one time outstanding for the purpose of evidencing Advances to retire
Commercial Paper Notes, all m accordance with and subject to the terms, conditions and limitations
contained herein and, with respect to the Bank Note, the Agreement. For purposes of this Section
2.01 any portion of Outstanding Notes to be paid from money on deposit in the Series A Note
Payment Fund held by the Issuing and Paying Agent on the day of calculation and from the available
proceeds of Notes, Prior Lien Obligations or Subordinated Obligations or other obligations of the
City issued on the day of calculation shall not be considered Outstanding. The authority to issue
Commercial Paper Notes from time to time under the provisions of this Ordinance shall exist until the
Maximum Maturity Date, regardless of whether prior to the Maximum Maturity Date there are at any
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time no Commercial Paper Notes Outstanding. Anything to the contrary herein notwithstanding,
Commercial Paper Notes may not be issued to refinance or refund Prior Lien Obligations or
Subordinated Obligations without the prior approval of the Crty Council.
Anything m this Ordinance to the contrary notwithstanding, in connection with the refinancing
or refunding of Notes, Prior Lien Obligations, Subordinated Obligations and any other authorized
obligations of the System, including interest thereon, such Notes, Prior Lien Obligations,
Subordinated Obligations and other authorized obligations of the System. shall qualify as
obligations as such term is defined m the Act at the time any such refinancing or efundmg occurs
Further any such refunding or refinancing, other than a simultaneous refunding, of Notes, Prior Lien
Obligations, Subordinated Obligations and other obligations ofthe System, to the extent then required
by applicable law shall be by means of a gross defeasance established at the time of the issuance of
the refunding Commercial Paper Notes, and the selection of Notes, Prior Lien Obligations,
Subordinated Obligations and any other authorized obligations of the System to be so refunded or
refinanced shall be made m the manner as determined by the City Council.
Section 2 02. Terms Applicable to Notes General. SubJect to the limitations contained
herein, Commercial Paper Notes herein authorized shall be dated as of their date of issuance or pnor
thereto but within 30 days of the date of issuance (the 'Note Date'}, as determined by an Authorized
Representative, shall bear interest at such fixed rate or rates per annum computed on the basis of
actual days elapsed and a 365-day or 366-day year as applicable (but m no event in any case to
exceed the Maximum Interest Rate) as maybe determined by an Authorized Representative and all
Commercial Paper Notes authorized herein shall mature on or prior to the Maximum Maturity Date
Commercial Paper Notes issued hereunder may contain terms and provisions for the
redemption or prepayment thereof prior to maturity subJect to any applicable limitations contained
herein, as shall be determined by an Authorized Representative
SubJect to applicable terms, limitations and procedures contained herein, Commercial Paper
Notes maybe sold m such manner at public or private sale and at par or at such discount (within the
interest rate restrictions provided herein) as an Authorized Representative shall approve at the time
of the sale thereof.
The Commercial Paper Notes shall be issued in registered form, without coupons, provided,
however Commercial Paper Notes may be registered to bearer The principal of and interest on the
Commercial Paper Notes shall be payable m lawful money of the United States of America, without
exchange or collection charges to the Holder of the Commercial Paper Note, the principal thereof to
be payable upon presentation and surrender of the Commercral Paper Note at the Designated Office
of the Issuing and Paying Agent and interest thereon to be payable to the registered owner thereof
(when registered other than to bearer) either (i) by check sent by United States mail, first-class
postage prepaid, to the address of the registered owner appearing on the Registration Books of the
City maintained by the Registrar or (ii) by such other method, acceptable to the Issuing and Paying
Agent, requested by the Holder but interest on a Commercial Paper Note registered to bearer shall
be payable only upon presentation of the Commercial Paper Note at the Designated Office of the
Issuing and Paying Agent.
s
The selection and appointment of U S Bank Trust National Association New York, New
York, to serve as Issuing and Paying Agent, Paying Agent/Registrar and Registrar for the
Commercial PaperNotes is hereby confirmed and the City covenants and agrees 1,o keep and maintain
with the Registrar at its Designated Office books and records (the 'Registra~!ion Books') for the
registration, payment, transfer and exchange of the Commercial Paper Notes, ~~ll as provided herein
and m such reasonable rules and regulations as the Registrar may prescribe ~ he City covenants to
maintain and provide a Registrar at all times while the Commercial Paper ~;otes are Outstanding,
which shall be a national or state banking association or corporation or mist company organized and
doing business under the laws of the Umted States of America or of any state and authorized under
such laws to exercise trust powers Should a change in the Paying A.gent/Registrar for the
Commercial Paper Notes occur the City agrees to promptly cause a written notice thereof to be (i)
sent to each registered owner ofthe Commercial PaperNotes then Outstandm by Umted States mail,
first-class postage prepaid and (ii) published in a financial newspaper or~ournai general circulation
in The City of New York, New York, once during each calendar week for at least two calendar
weeks, provided, however the publication of such notice shall not be required if notice is sent to each
Holder of the Commercial Paper Notes. Such notice shall give the address of the successor Paying
Agent/Registrar A successor Paying AgentlRegistrar may be appointed by the Crty without the
consent of the Holders.
A copy ofthe Registration Books and any change thereto shall be provided to the City by the
Paying Agent/Registrar by means of telecommunications equipment or such other means as maybe
mutually agreeable thereto within two Business Days of the opemng of such Registration Books or
any change therein, as the case maybe
The City and the Paying Agent/Registrar may treat the bearer (in the case of Commercial
Paper Notes so registered) or the registered payee thereof as the absolute owner of any Commercial
Paper Note for the purpose of receiving payment thereof and for all purposes, and the City and the
Paying Agent/Registrar shall not be affected by any notice or knowledge to the contrary
If an Authorized Representative determines that it is possible and desirable to provide for a
book-entry only system of Commercial Paper Note registration with DTC such Authorized
Representative, acting for and on behalf of the City is hereby authorized to approve, execute, and
deliver a Letter of Representations to DTC and to enter into such other agreements and execute such
instruments as are necessary to implement such book-entry only system, such approval to be
conclusively evidenced by the execution thereof by said Authorized Representative Except as
provided herein, the ownership of the Commercial Paper Notes shall be registered m the name of
Cede & Co as nominee of DTC which will serve as the imtial securities depository for the
Commercial Paper Notes Ownership of beneficial interests m the Commercial Paper Notes shall be
shown by book-entry on the system maintained and operated by DTC and DTC Participants, and
transfers of ownership of beneficial interests shall be made only by DTC and the DTC Participants
by book-entry and the City and the Issuing and Paying Agent shall have no responsibility therefor
DTC will be required to maintain records ofthe positions of the DTC participants m the Commercial
Paper Notes, and the DTC Participants and persons acting through the DTC participants will be
required to maintain records of the purchasers of beneficial interests in the Commercial Paper Notes
During any period when abook-entry only system is m effect, except as provided above in this
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paragraph, the Commercial Paper Notes shall not be transferable o~ exchangeable, except for transfer
to another securities depository or to another nominee of a secure; res depository
With respect to Commercial Paper Notes registered in the name of DTC or its nominee,
neither the City nor the Issuing and Paying Agent shall have any resj~onsibihty or obligation to any
DTC Participant or to any person on whose behalf a DTC Participant holds an interest m the
Commercial Paper Notes Without limiting the immediately preceding sentence, neither the City nor
the Issuing and Paying Agent shall have any responsibility or obli anon with respect to (i) the
accuracy of the records of DTC or any DTC Participant with respect c any ownership interest in the
Commercial Paper Notes, (ii) the delivery to any DTC Participant or any other person, other than a
registered owner of the Commercial Paper Notes, as shown on the Registration Books, of any notice
with respect to the Commercial Paper Notes, including any notice of reden ption, and (iu) the
payment to any DTC Participant or any other person, other than a registered owner of the
Commercial Paper Notes, as shown m the Registration Books, of any amount ~ lth respect to
principal of or interest on the Commercial Paper Notes.
Whenever during the term of the Commercial Paper Notes, the beneficial ownership thereof
is determined by a book entry at DTC the requirements m this Ordinance of holding, registering,
delivering, exchanging, or transferring the Commercial Paper Notes shall be deemed modified to
require the appropriate person or entity to meet the requirements of DTC as to holding, registering,
delivering, exchanging, or transferring the book-entry to produce the same effect.
Either the City or DTC may determine to discontinue the book-entry only system and m such
case, unless a new book-entry only system is put m place, physical certificates m the form set forth
m Section 2.05 shall be provided to the beneficial owners thereof.
If at any time, DTC ceases to hold the Commercial Paper Notes, all references herein to DTC
shall be of no further force or effect
Whenever the beneficial ownership of the Commercial Paper Notes is determined by a book
entry at DTC delivery of Commercial Paper Notes for payment at maturity shall be made pursuant
to DTC's payment procedures as are m effect from time to time and the DTC Participants shall
transmit payment to beneficial owners whose Commercial Paper Notes have matured. The City and
each of the Issuing and Paying Agent, the Bank, and the Dealer are not responsible for transfer of
payment to the DTC Participants or beneficial owners
Section 2.03 Commercial Paper Notes. Under and pursuant to the authority granted hereby
and subject to the limitations contained herein, Commercial Paper Notes to be designated City of
Fort Worth, Texas Water and Sewer System Commercial Paper Notes, Series A are hereby
authorized to be issued and sold and delivered from time to time m such principal amounts as
determined by an Authorized Representative m denominations of $100 000 or in integral multiples
of $1 000 m excess thereof, numbered m ascending consecutive numerical order m the order of their
issuance and to mature and become due and payable on such dates as an Authorized Representative
shall determine at the time of sale, provided, however that no Commercial Paper Note shall (i)
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mature after the Maximum Maturity Date or (ii) have a term zn ices oftwo hundred seventy (270)
calendar days
Interest, if any on Commercial Paper Notes shall be pays: ble at matunt y with principal.
Section 2.04 Bank Note Under and pursuant to author ~~~ granted. hereby and subject to
the limitations contained herein and in the Agreement, a promrs ~% note to be designated the 'Bank
Note is hereby authorized and approved m accordance ~~~ the terms of this Ordinance, the
Agreement and the form thereof set forth m the Agreement
Section 2.05. Farm of Commercial Paper Notes The Cum~~_ercia~ Paper Notes and the
Certificate of Authentication to appear on each of the Commercial Pa}~ Note ,?call be substantially
m the forms set forth m Exhibit A to this Ordinance, with such apprapr ~~a`e ns ertions, omissions,
substitutions and other variations as are permitted or required by this Orduian. nd may have such
letters, numbers or other marks of identification (including identifying nul~~bt:~ s end letters of the
Committee on Uniform Securities Identification Procedures of the American Bani.ers Association)
and such legends and endorsements thereon as may consistently herewith, bf; ar, o~-ed by an
Authorized Representative Any portion of the text of any Commercial Paper Notes ~ y be set forth
on the reverse thereof, with an appropriate reference thereto on the face of the Commercial Paper
Notes. The Commercial Paper Notes shall be printed, lithographed, or engraved or oduced in any
other similar manner or typewritten, all as determined and approved by an A ithorized
Representative
If Commercial Paper Notes are issued mbook-entry only form pursuant to Section 2.02, (i)
no physical Commercial Paper Note certificates will be delivered to DTC and (ii) the City will execute
and deliver to the Issuing and Paying Agent, as custodian for DTC a master note relating to the
Commercial Paper Notes (the 'Master Note) in substantially the form set forth in Exhibit B The
form of Commercial Paper Note as prescribed m Exhibit A shall be attached to the Master Note, and
rt is hereby declared that the provisions of the Commercial Paper Note as prescribed m Exhibit A
shall be incorporated into and shall be a part of the Master Note for all purposes of this Ordinance
It is further provided that this Ordinance and the form of Commercial Paper Note prescribed in
Exhibit A shall constitute the 'underlying records" referred to in the Master Note Notwithstanding
the provisions of Section 2.06 the Master Note shall be executed on behalf of the City by the manual
signature of the City Manager
Section 2.06. Execution Authentication. The Notes (other than the Master Note) shall be
executed on behalf of the City by the Mayor attested by the City Secretary under its seal reproduced
or impressed thereon, and approved as to form and legality by the City Attorney all as provided in
Section 2.05 hereof. The signatures of said officers on the Commercial Paper Notes may be manual
or facsimile Commercial Paper Notes bearing the manual or facsimile signatures of individuals who
are or were the proper officers of the City on the date of passage of this Ordinance shall be deemed
to be duly executed on behalf of the City notwithstanding that such individuals or either of them shall
cease to hold such offices at the time of the initial sale and delivery of Commercial Paper Notes
authorized to be issued hereunder or at the time Commercial Paper Notes are delivered in subsequent
sales, exchanges and transfers, all as authorized and provided m Chapter 1201 Texas Government
Code
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No Commercial Paper Note shall be entitled to any right or benefit under this Ordinance, or
be valid or obligatory for any purpose, unless there appears on such Commercial Paper Note a
certificate of authentication executed by the Paying Agent/Registrar bymanual signature, or m the
case of the Master Note, the Paying Agent/Registrar has executed the Master Note, and the execution
of any Commercial Paper Note by the•Paymg Agent/Registrar shall be conclusive evidence, and the
only evidence, that such Commercial Paper Note has been duly certified or registered and delivered.
Section 2.07 Notes Mutilated Lost, Destroyed or Stolen. If any Note shall become
mutilated, the City at the expense of the Holder of said Note, shall execute and deliver a new Note
of like tenor and number in exchange and substitution for the Note so mutilated, but only upon
surrender to the City of the Note so mutilated. If any Note shall be lost, destroyed or stolen, evidence
of such loss, destruction or theft maybe submitted to the Crty and, if such evidence be satisfactory
to it and indemnity satisfactory to rt shall be given, the City at the expense ofthe owner shall execute
and deliver a new Note of like tenor m lieu of and in substitution for the Note so lost, destroyed or
stolen. Neither the City nor the Paying Agent/Registrar shall be required to treat both the original
Note and any duplicate Note as being Outstanding for the purpose of determining the principal
amount of Notes which may be issued hereunder but both the original and the duplicate Note shall
be treated as one and the same
Section 2.08, Ne~otiabilrt~ Registration and Exchan~eabilrty The obligations issued
hereunder shall be, and shall have all of the qualities and incidents of, a negotiable instrument under
the laws of the State of Texas, and each successive holder m accepting any of the obligations, shall
be conclusively deemed to have agreed that such obligations shall be and have all of the qualities and
incidents of a negotiable instrument under the laws of the State of Texas
The Registration Books relating to the registration, payment and transfer or exchange of the
Commercial Paper Notes shall at all times be kept and maintained by the City at the Designated Oi~ice
of the Registrar and the Registrar shall obtain, record and rnaintam m the Registration Books the
name and address of each registered owner of the Commercial Paper Notes, except for Commercial
Paper Notes registered~to bearer issued under and pursuant to the provisions of this Ordinance, and
the Registrar further shall provide such information to the City as described m Section 2.02 hereof.
Any Commercial Paper Note may in accordance with its terms and the terms hereof, be transferred
or exchanged for Commercial Paper Notes of like tenor and character and of other authorized
denominations upon the Registration Books by the Holder m person or by his duly authorized agent,
upon surrender of such Commercial Paper Note to the Registrar for cancellation, accompanied by a
written instrument of transfer or request for exchange duly executed by the Holder or by his duly
authorized agent, m form satisfactory to the Registrar
Upon surrender for transfer of any Commercial Paper Note at the Designated Office of the
Registrar the Registrar shall register and deliver m the name of the designated transferee or
transferees (or to bearer as appropriate), one or more new Commercial Paper Notes executed on
behalf of, and furnished by the Crty of like tenor and character and of authorized denorzunations and
having the same maturity bearing interest at the same rate or rates and of a like aggregate principal
amount as the Commercial Paper Note or Commercial Paper Notes surrendered for transfer
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Furthermore, Commercial PaperNotes may be exchanged for other Commerc~<l Paper Notes
of like tenor and character and of authorized denominations and having the same maaturrty bearing
the same rate or rates of interest and of like aggregate principal amount as the Commercial Paper
Notes surrendered for exchange, upon surrender of the Commercial Paper Notes te,~be exchanged at
the Designated Office of the Registrar Whenever any Commercial Paper Notes .'re so surrendered
for exchange, the Registrar shall register and deliver new Commercial Paper Notes of like tenor and
character as the Commercial Paper Notes exchanged, executed on behalf of, ar ~ furnished by the
Crty to the Holder requesting the exchange
The City and the Registrar may charge the Noteholder a sum sufficient tc reimburse them for
any expenses incurred m making any exchange or transfer after the first such exchange or transfer
The Registrar or the Crty may also require payment from the Holder of a s~:m s~ fficient to cover any
tax, fee or other governmental charge that maybe imposed in relation thereto Such charges and
expenses shall be paid before any such new Commercial Paper Note shall be dei~~~ered
New Commercial Paper Notes delivered upon any transfer or exchange shall be valid
obligations of the Crty evidencing the same debt as the Commercial Paper Notes surrendered, shall
be secured by this Ordinance and shall be entitled to all of the security and benefits hereof to the same
extent as the Commercial Paper Notes surrendered.
The City reserves the right to change the above registration and transferability provisions of
the Commercial Paper Notes at any time on or prior to the delivery thereof m order to comply with
applicable laws and regulations of the Umted States m effect at the time of issuance thereof.
Section 2.09 ,Series A Note Payment Fund The City Council hereby confirms that rt has
created and established with the Issuing and Paying Agent a separate and special fund to be
designated as the City of Fort Worth, Texas Water and Sewer System Series A Note Payment
Interest and Sinking Fund (the Series A Note Payment Fund') Moneys on deposit m the Series
A Note Payment Fund shall be used to pay principal of and interest on Commercial Paper Notes at
the respective interest payment and maturity dates of each issue thereof as provided herein and the
repayment of any Advances and Term Loans made pursuant to the Agreement (evidenced by the
Bank Note) Amounts remaining m the Series A Note Payment Fund not then necessary for the
purposes thereof may be transferred to the Serves A Note Construction Account (created pursuant
to Section 2.11 hereof) upon request of an Authorized Representative
Additionally all proceeds of Advances shall be deposited into the Series ANote Payment Fund
and solely used to pay the principal of and interest on the Commercial Paper Notes.
Pending the expenditure of moneys in the Series A Note Payment Fund for authorized
purposes, moneys deposited in said Fund (other than moneys derived from Advances which shall be
held uninvested} may be invested at the direction of the Director of Finance or the designee thereof
m Eligible Investments Any income received from such investments shall be credited to the System
Fund, as established in the Master Ordinance, and shall not, for purposes of this Ordinance, be
considered an amount held in the Serves A Note Payment Fund.
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Section 2.10 Pledge, Payments The Notes are obligations of the City payable from and
secured solely by the funds pledged therefor pursuant to this Ordinance The Crty agrees to make
payments into the Series A Note Payment Fund at such times and m such amounts as are necessary
to provide for the full payment of the principal of and the interest on the Notes w'ien due
To provide security for the payment of the principal of and interest on the 1` ~ otes and any other
amounts due under the Agreement as the same shall become due and payable, the re is hereby granted
a hen on and pledge of, subject only to the provisions of this Ordinance permitting the application
thereof for purposes and on the terms and conditions set forth herein, (i) the proceeds from (a) the
sale of Prior Lien Obligations or Subordinated Obligations issued for such purpose and (b) the sale
of other Notes issued pursuant to this Ordinance for such purpose, (ii) Advances, (iii) the amounts
held m the Serves A Note Payment Fund until the amounts deposited therein are' used for authorized
purposes, provided, however amounts m the Series ANote Payment Fund attri gable to and derived
from Advances shall be used only to pay prior to any application to the laaym ~. ~f the Bank Note,
the principal of and interest on the Commercial Paper Notes m full, and (iv) the amounts remaining
on deposit m the Series A Note Construction Account after the payment of all Project Costs, and it
is hereby resolved and declared that the principal of and interest on the Notes and any other amounts
due under the Agreement shall be and are hereby equally and ratably secured by and payable from a
lien on and pledge of the sources hereinabove identified m clauses (i), (ii), (iu) and (iv} subject and
subordinate only to the exceptions noted therein.
Additionally to provide security for the payment of the principal of and interest on the Bank
Note and other amounts due under the Agreement as the same shall become due and payable, there
is hereby granted a hen on and pledge of the Pledged Revenues, subject only to the provisions of this
Ordinance permuting the application thereof for purposes and on the terms and conditions set forth
herein, such hen on and pledge of the Pledged Revenues, however being subordinate only to the lien
on and pledge of the Pledged Revenues m support of the Prior Lien Obligations and the debt service
and reserve funds relating thereto
Unless the Bank Note is paid from the proceeds of Commercial Paper Notes, or Prior Lien
Obligations or Subordinated Obligations issued for such purpose, or amounts available m the Serves
A Note Payment Fund or the Series A Note Construction Fund, all as described above, such
payments are to be made from Pledged Revenues on deposit in the 'Bank Note Account" m
accordance with Section 4 02 hereof.
Chapter 1208 Texas Government Code, applies to the issuance of the Commercial Paper
Notes and the pledge made under this Section 2.10 and such pledge is therefore valid, effective, and
perfected If Texas law is amended at any time while the Commercial Paper Notes are outstanding
and unpaid such that the pledge made by the Crty hereunder 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 Commercial Paper Notes the perfection of the security interest m said pledge, the Crty agrees
to take such measures as rt 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
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Section 2.11 Serves A Note Construction Account The City Council hereby confirms that
it has created and established a separate account hereby de ~gnated as the City of Fort Worth,
Texas Water and Sewer System Series A Note Constrt ction Account' (the Series A Note
Construction Account') Moneys deposited in the Series AN ate Construction Account shall remain
therem until from time to time expended to pay for Project F~osts, and to refund Notes issued m
connection with Eligible. Projects and shall not be used for a~ iy other purposes whatsoever except
as otherwise provided below and pending such expenditure, oneys m said Account may be invested
at the direction of the Director of Finance or the designee hereof m Eligible Investments. Any
income received from such investments (except as otherwise required to be rebated to the United
States of America m accordance with the provisions of Section 4 06 hereof) shall be deposited, as
received, into the System Fund established by the Master Ord~~iance and shall not, for purposes of
this Ordinance, be considered an amount held m the Series A Note Construction Account
Any amounts on deposit m the Series A Note Construction Account designated by an
Authorized Representative as eligible to pay interest during construction and thereafter may be
transferred from time to time at the direction of an Authorized Representative to the credit of the
Series A Note Payment Fund for use m accordance with the terms of Section 2.09 hereof. Any
amounts remaining m the Series ANote Construction Account after the payment of all Project Costs
shall be paid into the Series A Note Payment Fund and used for the payment of such maturities of the
Commercial Paper Notes coming due at such times as may be selected by an Authorized
Representative or for the payment of the Bank Note, as the case maybe In the event no Commercial
Paper Notes are Outstanding and there are no outstanding Advances, any amounts m the Series A
Note Construction Account not anticipated to be needed to pay Project Costs shall be transferred to
the Debt Service Fund established by the Master Ordinance
Section 2.12. Cancellation. All Commercial Paper Notes which at maturity are surrendered
to the Paying AgentiRegistrar for the collection of the principal and interest thereof or are
surrendered for transfer or exchange pursuant to the provisions hereof shall, upon payment or
issuance of new Commercial Paper Notes, be cancelled by the Paying Agent/Registrar and the Paying
AgentlRegistrar forthwith shall transrrut to the City a certificate identifying such Commercial Paper
Notes and that such Commercial Paper Notes have been duly cancelled and destroyed.
Section 2.13 Fiscal and Other Agents. In furtherance of the purposes ofthis Ordinance, the
City may from time to time appoint and provide for the payment of such additional fiscal, paying or
other agents or trustees as it may deem necessary or appropriate m connection with the Notes.
Section 2.14 Credit Agreement. The Agreement, substantially m the form attached hereto
as Exhibit C is hereby approved, and shall be entered into with the Bank. The form of the Bank
Note substantially m the form contained m the Agreement is approved with the interest rate payable
thereon to be determined as set forth therem. Any Authorized Representative is hereby authorized
to execute and deliver the Credit Agreement, and the City Secretary is authorized to attest and to
place the City seal thereon.
Section 2.15. Funds Secured. That moneys m all such Funds, to the extent not invested as
permitted hereunder shall be secured m the manner prescribed by law for securing funds ofthe City
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Section 2.16. Application ofPnor Covenants The covenants and agreements (to the extent
the same are not inconsistent herewith) contained in the Master Ordinance and any Supplement
thereto are hereby incorporated herein by reference and shall be deemed to be for the benefit and
protection of the Bank Note and the Holder thereof m like manner as applicable to the Prior Lien
Obligations, provided, however m the event of any conflict between the terms, covenants and
agreements contained herein and the terms, covenants and agreements contained m the Master
Ordinance and any Supplement thereto the provisions of the Master Ordinance and any Supplement
thereto shall control over the provisions hereof.
ARTICLE III
ISSUANCE AND SALE OF NOTES
Section 3.01 Issuance and Sale of Commercial Paper Notes (a) The Commercial Paper
Notes shall be completed and delivered by the Issuing and Paying Agent m accordance with
telephonic, computer or written instructions of the Authorized Representative and m the manner
specified below and m the Issuing and Paying Agent Agreement. To the extent such instructions are
not written, they shall be confirmed in writing by the Authorized Representative within 24 hours
Said instructions shall specify such principal amounts, dates of issue, maturities, rates of discount or
interest, and other terms and conditions which are hereby authorized and permitted to be fixed by the
Authorized Representative at the time of sale of the Commercial Paper Notes. Such instructions shall
include the purchase price of the Commercial Paper Notes, and a request that the Issuing and Paying
Agent authenticate such Commercial Paper Notes by counter signature of its authorized officer or
employee and deliver them to the named purchaser or purchasers thereof upon receipt of payment
m accordance with the custom then prevailing m the New York financial market m regard to such
Commercial Paper Notes The rules of the New York Clearinghouse shall apply thereto Such
instructions shall also contain provisions representing that all action on the part ofthe Crty necessary
for the valid issuance of the Commercial Paper Notes then to be issued has been taken, that all
provisions of Texas and federal law necessary for the valid issuance of such Commercial Paper Notes
with provision for interest exemption from federal income taxation have been complied with, if
applicable, and that such Commercial Paper Notes in the hands of the Holders thereof will be valid
and enforceable obligations of the City according to their terms, subject to the exercise of~udicial
discretion m accordance with general principles of equity and bankruptcy insolvency reorganization,
moratorium and other similar laws affecting creditors' rights heretofore or hereafter enacted to the
extent constitutionally applicable and that, if applicable, based upon the advice ofBond Counsel, the
stated interest on the Commercial Paper Notes is exempt from federal income taxation. Such
instructions shall also certify that
(i) no Event ofDefault under Section 5.01 hereof has occurred and as continuing
as of the date of such Certificate and that the Issuing and Paying Agent has not received a
No-Issuance Notice (as defined m the Credit Agreement)
(ii) the Crty has been advised by Bond Counsel that the projects to be financed
with the proceeds of the Commercial Paper Notes will constitute Eligible Projects or that the
obligations to be refunded were issued m connection with Eligible Projects,
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(iii) the City is in compliance with the covenants set forth ~~;i Article IV hereof as
of the date of such instructions,
(iv) the City has been advised by Bond Counsel that the ,proposed expenditure of
the proceeds of such Commercial Paper Notes for such projects anc)~ refunding will not cause
the City to be m violation of its covenants set forth m Section 4.Ot; hereof; and
(v) the sum of the interest payable on such Commercial Paper Note will not
exceed a yield (calculated on the principal amount of the Commercial Paper Note on the basis
of actual number of days elapsed, and a [365-day or 366-day year as maybe applicable]) to
the maturity date of such Commercial Paper Note m excess of the Maximum Interest Rate
(b) The Bank Note shall be or has been delivered to the Bank a~~ 1 c:~ redness may be
incurred thereunder m accordance with the terms of the Agreement.
Section 3 02. Proceeds of Sale of Commercial Paper Notes The proceeds of t:'~e sale of any
Commercial Paper Notes (net of all expenses and costs of sale and issuance} shall be applied for any
or all of the following purposes as directed by an Authorized Representative
(i) Proceeds to be used for the payment ofPrior Lien Obligations or Subordinated
Obligations shall be deposited m such fund or account established by the City Council m the
proceedings authorizing the use of Commercial Paper Notes to refinance or refund Pnor Lien
Obligations or Subordinated Obligations,
(ii) Proceeds to be used for the payment of Outstanding Commercial Paper Notes
at or before maturity and the repayment of any borrowing (evidenced by the Bank Note) or
other amounts due under the Agreement shall be retained m the Series A Note Payment Fund,
and expended therefor and
(iii) Proceeds not retained m the Series A Note Payment Fund as provided m
subparagraph (ii) above shall be transferred and deposited to the Senes ANote Construction
Account and used and applied m accordance with the provisions of Section 2.11 hereof.
Section 3 03 Issuin and Paying AAg_ent Agreement The Issuing and Paying Agent
Agreement by and between the City and the Issuing and Paying Agent, relating to the Commercial
Paper Notes, m substantially the form attached to this Ordinance as Exhibit D is hereby approved,
and any Authorized Representative is hereby authorized and directed to execute the same for and on
behalf of the Crty and the City Secretary is authorized to attest and place the City seal on such
instrument. Any Authorized Representative is hereby authorized to enter into any supplemental
agreements with the Issuing and Paying Agent or with any successor Issuing and Paying Agent m
order to implement the functions of the Issuing and Paying Agent or Registrar v~nth respect to the
Commercial Paper Notes.
Section 3 04 Dealer Agreement. The Dealer Agreement to be entered into with the Dealer
pertaining to the sale, from time to time, of Commercial Paper Notes or the purchase of Commercial
17
Paper Notes from the City all for a fee to be set forth m said Dealer _<~l;reement, m substantially the
form attached to this Ordinance as Exhibit E, is hereby approved, and an~ Authorized Representative
is hereby authorized and directed to execute the same for and on beh~ If of the City and the City
Secretary is authorized to attest and place the City seal on such instrum~.~nt.
ARTICLE IV
COVENANTS OF THE CITY
Section 4 O1 Limitation on Issuance Unless this Ordinance is ame~~c: ed and modified by the
City Council m accordance with the provisions of Section 6.01 hereof, the C~ ~ avenants that there
will not be issued and Outstanding at any time under this Ordinance more ar X100 000 000 in
principal amount of Commercial Paper Notes For purposes of this Section 4 4 any portion of
Outstanding Notes to be paid from money on deposit m the Series A Note Payment ijund held by the
Issuing and Paying Agent on the day of calculation and from the available proceeds of Notes, Prior
Lien Obligations or Subordinated Obligations or other obligations of the City issued on the day of
calculation shall not be considered Outstanding. In addition to the foregoing, any improvement or
extension to the System to be funded with Commercial Paper Notes must qualify as an Eligible
Project.
Additionally the City covenants and agrees that the total principal amount of all Commercial
Paper Notes Outstanding at any one time and the total amount of interest accrued or to accrue
thereon shall not exceed the Commitment (as defined m the Agreement)
Section 4 02. Bank Note Account. There is hereby created and there shall be established and
maintained within the Series A Note Payment Fund a separate account to be known as the 'Bank
Note Account for the sole benefit of the Bank Note After satisfying the requirements of the Master
Ordinance, any Supplement thereto, and any other ordinance with respect to the Prior Lien
Obligations, with respect to the payment of principal of, and premium, if any and interest on the Prior
Lien Obligations and funding the reserve fund therefor there shall be deposited by the City to the
Bank Note Account the amounts required by Section 2.10 hereof for the payment of the Bank Note
Section 4.03. Maintenance of Available Credit Facilities Requirement. The City agrees and
covenants that at all times up to and including the Maximum Maturity Date, unless the Commercial
Paper Notes are no longer Outstanding it will maintain credit or liquidity facilities with banks m
amounts such that, assuming that all then Outstanding Commercial Paper Notes were to become due
and payable immediately the amount available for borrowing under such facilities would be sufficient
at that time to pay principal and interest of all Commercial Paper Notes No Commercial Paper Note
shall be issued which if, after giving effect to the issuance thereof and, if applicable, the immediate
application of the proceeds thereof to retire other Commercial Paper Notes secured by the credit or
liquidity facility the aggregate principal amount of all Commercial Paper Notes secured by or payable
from the credit or liquidity facility would exceed the amount of the commitment thereunder The
availability for borrowing of such amounts under such facilities may be subject to reasonable
conditions precedent, including but not limited to bankruptcy of the City In furtherance of the
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I
foregoing covenant, the City agrees that it will not issue any Commercial Paper ~ otes or make any
borrowing which will result m a violation of such covenant, will not amend tl ~e Agreement in a
manner which will cause a violation of such covenant and, if and to the extent neu;essary to maintain
compliance with such covenant, will arrange for new credit or liquidity fa<<ihties pnor to or
contemporaneously with, the expiration of the Agreement
Section 4 04 Commercial Paper Notes Issued as Bond Anticipation No ties The Crty hereby
acknowledges that the Commercial Paper Notes are being issued as bond a~ ~ ,icipation notes, and
therefore the Crty m good faith shall endeavor to sell a sufficient principal amount of Prior Lien
Obligations or Subordinated Obligations, or a combination thereof, m order to have funds available,
together with other moneys available therefor to pay the Commercial Paper Notes and the interest
thereon, or any renewals thereof, as the same shall become due, and to pay amounts due under the
Agreement.
Section 4 05. Punctual Payment. The Crty will punctually pay or cause to be paid the
principal of and interest, if any on the Notes (but only from the sources pledged 1lerein), m
conformity with the Notes, this Ordinance and the Agreement
Section 4 06. Commercial Paper Notes to Remain Tax Exempt. The City covenants to take
any action to assure, or refrain from any action which would adversely affect, the treatment of the
Commercial Paper Notes 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 if such
Commercial Paper Notes are designated by the City as 'tax exempt In furtherance thereof, the City
covenants as follows
(a) to take any action to assure that no more than 10 percent of the proceeds of
the Commercial Paper Notes or the projects financed therewith (less amounts deposited to
a reserve fund, if any) are used for any 'private business use as defined m 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 City 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 Commercial Paper Notes, m
contravention of section 141(b)(2) of the Code
(b) to take any action to assure that m the event that the 'private business use
described m subsection (a) hereof exceeds 5 percent of the proceeds ofthe Commercial Paper
Notes or the projects financed therewith (less amounts 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 5 percent of the proceeds of the Commercial Paper Notes (less amounts
19
deposited into a reserve fund, of any) ns directly or nndirectly used t ~ finance loans to persons,
other than state or local governmental unnts, m contravention of se coon 141(c) of the Code,
(d) to refrain from taking any action which would otherwise result m the
Commercial Paper Notes being treated as 'private activity bond; within .he meaning of
section 141(b) of the Code
(e) to refrain from taking any action that would result m the Commercial Paper
Notes being 'federally guaranteed within the meaning of section 149(b} cif the Code,
(f) to refrainn from using any portnon of the proceeds of the Commercial Paper
Notes, directly or mdnrectly to acquire or to replace funds which were used, directly or
nndnrectly to acquire 'investment property" (as defined m sectnon 148(!:7)(2) of the Code)
wlnnch produces a materially higher yneld over the term of the Commercial r'aperNotes, other
than investment property acquired wrath
(1) proceeds of the Commercial Paper Notes invested for a reasonable
temporary period of 3 years or less until such proceeds are needed for the purpose for
which the obligations are issued,
(2) amounts invested m a bona fide debt service fund, wnthm the meaning
of sectnon 1 148 1(b) of the Treasury Regulatnons, and
(3) amounts deposited nn any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Commercial Paper Notes,
(g) to otherwise restrnct the use of the proceeds of the Commercial Paper Notes
or amounts treated as proceeds of the Commercial Paper Notes, as may be necessary so that
the Commercial Paper Notes do not otherwise contravene the requirements of section 148
of the Code (relatnng to arbntrage) and, to the extent applncable, sectnon 149(d) of the Code
(relatnng to advance refundnngs) and
(h) to pay to the United States of Amernca at least once durnng each five year
period (begnnning on the date of delnvery of the Commercial Paper Notes) an amount that ns
at least equal to 90 percent of the 'Excess Earnnngs within the meaning of sectnon 148(f) of
the Code, and to pay to the Unnted States of Amernca, not later than 60 days after the
Commercial Paper Notes have been paid in full, 100 percent of the amount then required to
be pand as a result of Excess Earnnngs under sectnon 148(f) of the Code
The Cnty represents and covenants that rat will not expend, or permit to be expended, the
proceeds of any Commercial PaperNotes m any manner inconsnstent wrath rats reasonable expectatnons
as certified nn a federal tax certificate to be executed from tame to tame with respect to the
Commercial Paper Notes, provided, however that the Cnty may expend Commercial Paper Note
20
proceeds m any manner if the Crty first obtains an unqualified opinion of Bond Counsel that such
expenditure will not impair the exemption from federal income taxatio~~~ of interest paid on the
Commercial Paper Notes. The Crty represents that it has not been notified of any listing or proposed
listing by the Internal Revenue Service to the effect that it is an issuer whc se arbitrage certifications
may not be retied upon.
The City understands that the term 'proceeds includes disposrti~n proceeds as defined m
the Regulations and, m the case of a refunding bond, transferred proc;eec~s (if any} and proceeds of
the refunded bonds expended prior to the date of the issuance ofthe Commercial Paper Notes It is
the understanding of the Crty 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 rulings are hereafter dated which modify
or expand provisions of the Code, as applicable to the Commercial Paper ;s, the City will not be
required to comply with any covenant contained herein to the extent that such failure to comply m
the opinion of Bond Counsel, will not adversely affect the exemption from federal income taxation
of interest on the Commercial Paper Notes under section 103 of the Code In the event that
regulations or rulings are hereafter promulgated which impose additional requirements ~z~~ch are
applicable to the Commercial Paper Notes, the Crty agrees to comply with the additional requirements
to the extent necessary m the opinion of Bond Counsel, to preserve the exemption from federal
income taxation of interest on the Commercial Paper Notes under section 103 of the Code. In
furtherance of such intention, the City Council hereby authorizes and directs, jointly and severally
the Mayor the 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 City which may be
permitted by the Code as are consistent with the purpose for the issuance of the Commercial Paper
Notes
In order to facilitate compliance with the above clause (h), a 'Rebate Fund is hereby
established by the Crty for the sole benefit of the United States of America, and such Fund shall not
be subs ect to the claim of any other person, including without limitation the Noteholders. The Rebate
Fund is established for the additional purpose of compliance with section 148 of the Code
Section 4 07 Allocation of and Limitation on Expenditures for Eh iblg_ e Pro el cts. The Crty
covenants to account for on its books and records the expenditure of proceeds from the sale of the
Commercial Paper Notes and any investment earnings thereon to be used for Eligible Projects by
allocating proceeds to expenditures within 18 months of the later of the date that (a) the expenditure
on a Eligible Project is made or (b) each Eligible Project is completed. The foregoing
notwrthstandmg, the Crty shall not expend such proceeds or investment earnings more than 60 days
after the later of (a) the fifth anniversary of the date of delivery of the Commercial Paper Notes or
(b) the date the Commercial Paper Notes are retired, unless the Crty obtains an opmzon of Bond
Counsel substantially to the effect that such expenditure will not adversely affect the tax-exempt
status of the Commercial Paper Notes
Section 4 08. Disposition of Eh~ible Protects. The City covenants that the property
constituting an Eligible Project will not be sold or otherwise disposed m a transaction resulting m the
21
receipt by the City of cash or other compensation, unless the Crty obtains a' ~ opinion ofBond Counsel
substantially to the effect that such sale or other disposition will not adversely affect the tax-exempt
status of the Commercial Paper Notes For purposes of this Section, the r.~~ortion of the property
comprising personal property and disposed of m the ordinary course of business shall not be treated
as a transaction resulting m the receipt of cash or other compensation.
Section 4 09 Supplemental Ordinances. Other than as permitted hers •in with respect to the
issuance or incurrence of additional obligations of the Crty secured by the Pledged Revenues, the City
will not adopt any supplemental ordinances with respect to the Pledged Revenues, pursuant to the
Master Ordinance, a Supplement or otherwise, without the written consent ~f` the Bank.
Section 4 10 Onimon ofBond Counsel. The City shall cause the legal opinion of Bond
Counsel as to the validity of the Commercial Paper Notes and as to the exemption of interest on the
Commercial Paper Notes from federal income taxation to be fixrnished to any Holder without cost.
In addition, a copy of said opinion may be printed on each of the Commercial Paper Notes. In
addition, m connection with the annual updating of the Offering Memorandum (as provided in
accordance with Section b.08 hereof) as required by the Dealer Agreement, there may be provided
an annual updated opinion ofBond Counsel, at the cost of the City or the Dealer as agreed to m the
Dealer Agreement.
Section 4 11. On~oin~ Continuing Disclosure Covenant. To the extent required by the
provisions of Rule 15c2 12, promulgated by the U S Securities and Exchange Comrrussion, the City
agrees to enter into an agreement to file financial information and operating data with respect to the
Commercial Paper Notes with such entities as are designated pursuant to the terms of said Rule 15c2
12 as nationally recognized municipal securities information repositories and the state information
depository m Texas Under the provisions of said Rule 15c2 12, as they exist on the date this
Ordinance is adopted, the City is exempted from complying with the undertaking described in the first
sentence of this Section 4.11 as the Notes are to be issued m the form of Commercial Paper Notes
Section 4 12. Rates and Charges The Crty hereby agrees and reaffirms its covenants to the
holders of the Prior Lien Obligations, and covenants to the Holder of the Bank Note, that rt will at
all times maintain rates and charges for the services furnished, provided, and supplied by the System
which shall comply with the provisions of the Master Ordinance, be reasonable and non-
discriminatory and produce income and revenues sufficient to pay
(a) all Operating Expenses (as defined m the Master Ordinance)
(b) to produce Net Revenues (as defined m the Master Ordinance) for each Fiscal Year
at least equal to the Annual Debt Service Requirements (as defined m the Master Ordinance) during
such Fiscal Year of the then Outstanding Prior Lien Obligations, and
(c) to pay all other financial obligations of the System and reasonably anticipated to be
paid from Gross Revenues
22
Section 4 13 System Fund. Pursuant to Section 2.1;5 hereof, the City hereby reaffirms its
covenant to the holders of the Prior Lien Bonds, and hereby covenants with respect to the Holder
of the Bank Note, that all Gross Revenues shall be deposited its received m the City of Fort Worth,
Texas Water and Sewer System Revenue Fund (hereinafter re~erred to as the System Fund'), which
shall be kept separate and apart from all other funds of the Crry Revenues received for the System
Fund shall be deposited from time to time as received m such bank or banks as may be selected by
the City m accordance with applicable laws relating to the selection of Crty deposrtones
Section 4 14 Compliance with Master Ordinance and Other Documents The City will
comply with the terms and provisions of the Master Ordinance, any Supplement thereto, and any
other ordinance or contract to which the City is a party the non-compliance with which would
materially adversely affect the ability of the City to make payments on the Notes when due The City
shall make the deposits to and payments from the System Fund when and as required by the Master
Ordinance, and such deposits shall be made m the order and with the priorities set forth m the Master
Ordinance
Section 4 15 Reservation ofRi~ht to Issue or Incur Prior Lien Obh~ations and Subordinated
Obli ations In accordance with Section 4.09 hereof, the City hereby expressly reserves the right to
hereafter issue Prior Lien Bonds or incur Prior Lien Obligations in accordance with the provisions
of the Master Ordinance, payable from and secured by a lien on and pledge of the Pledged Revenues
prior m right and claim to the hen and pledge securing the payment of the Bank Note In accordance
with Section 4 09 hereof, the City also retains the right to issue or incur Subordinated Obligations.
Section 4.1b. Taxable Obh atg ions The provisions of Section 4 06 of this Ordinance
notwithstanding the Crty reserves the ability to issue Commercial PaperNotes m a manner such that
such obligations are not obligations described m section 103(a) of the Code or are obligations which
constitute private activity bonds within the meaning of section 141(b) of the Code If Commercial
PaperNotes are so issued, the Authorized Representative is authorized to designate such Commercial
PaperNotes m such a manner as to distinguish such Commercial Paper Notes from those Commercial
Paper Notes that are issued as obligations described m section 103 (a) of the Code
23
ARTICLE ~
EVENTS OF DEFAULT AND REMEDIES OF NOTED J IJDERS
Section 5.01 Events of Default. If one or more of the following ~v~~nts shall occur
(a) if default shall be made in the due and punctual. ay~ nent of any installment of
prmctpal of any Commercial Paper Note when and as the same Khali become due and payable,
whether at maturity as therein expressed, by declaration or othe~~w~
(b) if the Crty shall fail to make due and punctual pay ~nt of any installment of
interest on any Commercial Paper Note when and as such inter ~1_mfynt shall become
due and payable and such failure shall continue for five (5) Business ~~ay~~
(c) if the principal of the Bank Note (and interest accrued then >o~~l hall become
due and payable pnor to the maturity thereof under the Bank Note and the ~.~ cement;
(d) if default shall be made by the Crty m the performance or ob rvance of any
other of the covenants, agreements or conditions on its part m this Ordinance or in the
Commercial Paper Notes contained, and such default shall continue for a period of sixty (60)
days after written notice thereof; provided, however if such default cannot be cured within
the sixty (60) day period but corrective action to cure such default is commenced and
diligently pursued until the default is corrected no such Event of Default shall be deemed to
have occurred, or
(e) ifthere shall occurthe dissolution (without a successor being named to assume
the rights and obligations) or liquidation of the Crty or the filing by the City of a voluntary
petition m bankruptcy or adjudication of the Crty as a bankrupt, or assignment by the Crty
for the benefit of its creditors, or the entry by the Crty into an agreement of composition with
its creditors, or the approval by a court of competent jurisdiction of a petition applicable to
the City in any proceeding for the adjustment of its debts instituted under the provisions of
the Bankruptcy Code, as amended, or under any similar act in any~urisdiction which may now
be in effect or hereafter enacted,
then such event as described above shall constitute an 'Event of Default under this Ordinance
Section 5.02. Suits at Law or m Ectuity and Mandamus In case one or more Events of
Default shall occur then and in every such case the Holder of any Note at the time Outstanding shall
be entitled to proceed to protect and enforce such Holder's rights by such appropriate judicial
proceeding as such Holder shall deem most effectual to protect and enforce any such right, either by
suit m equity or by action at law whether for the specific performance of any covenant or agreement
contained m this Ordinance, or m aid of the exercise of any power granted m this Ordinance, or to
enforce any other legal or equitable right vested m the Holders of Notes by this Ordinance or the
Notes or by law The provisions of this Ordinance shall be a contract with each and every Holder of
24
Notes and the duties of the City shall be enforceable by any Noteholde> >y mandamus or other
appropriate suit, action or proceeding in any court of competent ~unsdict~ •r.
Section 5.03 Remedies Not Exclusive No remedy herein conferrer L, pon or reserved to the
Holders of Notes is intended to be exclusive of any other remedy and eve }~ such remedy shall be
cumulative and shall be m addition to every other remedy given hereur: or now or hereafter
existing, at law or m equity or by statute or otherwise, and maybe exere~sec ti any time or from time
to time, and as often as maybe necessary by the Holder of any one or more f the Notes
ARTICLE VI
MISCELLANEOUS
Section 6.Oi. Amendments or Modifications Without Consent of _., ld~.-s of Notes This
Ordinance and the rights and obligations of the Crty and of the Holders of Notes ~~r be modified or
amended at any time by a supplemental ordinance, without notice to or t e~~t of any
Noteholders, but only to the extent permitted bylaw and, subject to the rights of the Holders of the
Notes, only for any one or more of the following purposes
(1) to add to the covenants and agreements of the Crty this Ordinance
contained, other covenants and agreements thereafter to be observed, or i ~ surrender any
right or power herein reserved to or conferred upon the City
(2) to cure any amb~gu~ty or inconsistency or to cure or correct any defective
provision contained m this Ordinance, upon receipt by the City of an approving opinion of
Bond Counsel selected by the City that the same is needed for such purpose, and will more
clearly express the intent of this Ordinance, or
(3) to supplement the security for the Notes, replace or provide additional credit
facilities, make such changes, modifications or amendments as may be necessary or desirable
m order to obtain the approval of this Ordinance by the Attorney General of Texas, as
required by Section 6.09 hereof, or to obtain or maintain the granting of a rating on the Notes
by a nationally recognized municipal bond rating agency or change the form of the Notes, or
make such other changes m the provisions hereof as the Crty may deem necessary or desirable
and which shall. not materially adversely affect the interests of the Holders of the Notes,
provided, however that nothing herein contained shall permit or be construed to permit the
amendment of the terms and conditions of this Ordinance or of the Commercial Paper Notes so as
to
(1) Make any change m the maturity of any ofthe Outstanding Commercial Paper
Notes,
25
(2) Reduce the rate ofinterest borne by any c f h Outstanding Commercial Paper
Notes,
(3) Reduce the amount of the principal pr.~ yal~le on any of the Outstanding
Commercial Paper Notes,
(4) Modify the terms of payment of al of or interest on the Outstanding
Commercial Paper Notes, or impose any co ;i.h pect to such payment,
(5) Affect the rights of the Holders of less tha ~ ~fthe Outstanding Commercial
Paper Notes, or
(6) Reduce or restrict the pledge made pursua.l7i: tc; Se~~tiop~ 2 10 hereof for
payment of the Commercial Paper Notes,
and provided, further that no change, modification or amendment shall tie tY~is Ordinance
or become valid and effective (i) without the approval of such change, modification crr Fnendment
by the Attorney General of the State of Texas, to the extent required by the Act and (~ without the
written consent of the Bank.
Section 6.02. Additional Actions Any Authorized Representative, the City Secret ry and
the other officers ofthe City each are hereby authorized and directed, ~omtly and severally to ao any
and all things and to execute and deliver any and all documents which they may deem necessary or
advisable m order to consummate the issuance, sale and delivery of the Notes and otherwise to
effectuate the purposes ofthis Ordinance, the Credit Agreement, the Dealer Agreement, the Offering
Memorandum and the Issuing and Paying Agent Agreement. Specifically by the adoption of this
Ordinance, the City Council hereby authorizes the payment of the fees and expenses incurred and to
be paid by the City m connection with the issuance, sale and delivery of the Notes and the execution
and delivery of the Credit Agreement, the Dealer Agreement and the Issuing and Paying Agent
Agreement.
Section 6.03. Ordinance to Constitute a Contract, Equal Security In consideration of the
acceptance of the Notes, the issuance of which is authorized hereunder by those who shall hold the
same from time to time, this Ordinance shall be deemed to be and shall constitute a contract between
the City and the Holders from time to time of the Notes and the pledge made m this Ordinance by the
City and the covenants and agreements set forth m this Ordinance to be performed by the City shall
be for the equal and proportionate benefit, security and protection of all Holders of the Notes,
without preference, priority or distinction as to security or otherwise of any of the Notes authorized
hereunder over any of the others by reason of time of issuance, sale or maturity thereof or otherwise
for any cause whatsoever except as expressly provided m or perrrutted by this Ordinance or with
respect to the Bank Note, the Agreement.
Section 6.04 Severability of Invalid Provisions If any one or more of the covenants,
agreements or provisions herein contained shall be held contrary to any express provisions of law or
contrary to the policy of express law though not expressly prohibited, or against public policy or
26
shall for any reason whatsoever be held invalid, then such covenants, agreements or provisions shall
be null and void and shall be deemed separable from the remaining covenants, agreements or
provisions and shall m no way affect the validity of any of the other provisions hereof or of the Notes
issued hereunder
Section 6.05. Payment and Performance on Business Days. Whenever under the terms of
this Ordinance or the Commercial Paper Notes, the performance date of any provision hereof or
thereof, including the payment of principal of or interest on the Commercial Paper Notes, shall occur
on a day other than a Business Day then the performance thereof; including the payment of principal
of and interest on the Commercial Paper Notes, need not be made on such day but may be performed
or paid, as the case maybe, on the next succeeding Business Day with the same force and effect as
if made on the date of performance or payment.
Section 6.06. Defeasance If, when all or any portion of the Commercial. Paper Notes shall
have become due and payable in accordance with their terms or otherwise as provided m this
Ordinance, the entire principal and interest so due and payable upon said Commercial Paper Notes
shall be paid, or if at or prior to the date said Commercial Paper Notes have become due anal payable,
sufficient moneys or obligations described in Chapter 1207 Texas Government Code, shall be held
in trust by the Issuing and Paying Agent and provision shall also be made for paying all other sums
payable hereunder by the Crty with respect to said Commercial Paper Notes, the pledge herein created
with respect to said Commercial Paper Notes shall thereupon cease, terminate and become discharged
and said Commercial Paper Notes shall no longer be deemed outstanding for purposes of this
Ordinance and all the provisions of this Ordinance relating to the Commercial Paper Notes, including
all covenants, agreements, hens and pledges made herein for the benefit thereof, shall be deemed duly
discharged, satisfied and released.
Section 6.07 Limitation ofBenefits with respect to the Ordinance With the exception ofthe
rights or benefits herein expressly conferred, nothing expressed or contained herein or implied from
the provisions of this Ordinance or the Notes is intended or should be construed to confer upon or
give to any person other than the City the Holders of the Notes, the Issuing and Paying Agent and
the parties to the Dealer Agreement and the Agreement, any legal or equitable right, remedy or claim
under or by reason of or m respect to this Ordinance or any covenant, condition, stipulation, promise,
agreement or provision herein contained. This Ordinance and all of the covenants, conditions,
stipulations, prorruses, agreements and provisions hereof are intended to be and shall be for and inure
to the sole and exclusive benefit of the City the Holders of the Notes, the Issuing and Paying Agent
and the parties to the Dealer Agreement and the Agreement as herein and therein provided.
Section 6.08. Use of Offerm~ Memorandum. The use by the Dealer of the Offering
Memorandum, prepared by the Dealer in connection with the sale of Commercial Paper Notes, and
the distribution of the Offering Memorandum by the Dealer is approved subject to the approval
thereof by an Authorized Representative Any Authorized Representative is hereby authorized to
provide to the Dealer such information as may m the reasonable judgment ofthe Dealer be necessary
to update, on an annual basis, the Offering Memorandum.
27
Section 6.09 Approval of Attorney General The Authorized Represe. ~ ative shall submit this
Ordinance and a transcript of proceedings related thereto to the Attomey Genes 3~ of the State of Texas
for approval, as required by the Act. No Notes herein authorized to be issued sha 1 be sold or delivered
by an Authonzed Representarive until the Attorney General of the State of Texas s call have approved this
Ordinance, the Agreement and other agreements and proceedings as may be r. equired in connection
therewith, all as required by the Act.
Section 6.10. Preamble. The preamble to this Ordinance shall be co., ;iciered an integral part of
this Ordinance, and is herein incorporated as part of the body of this Ordin~.r.4 for all purposes.
5eetion b.ll. Amendment and Restatement. The Commercial ?rt-r Ordinance is hereby
amended, restated, superseded and replaced in its enttrety bythts Ordinance. A11 ions heretofore taken
with respect to the Notes are hereby confirmed.
Section 6.12. Immediate Effect. This Ordinance shall be effective immediai~~ ~ and after its
passage in accordance with the provisions of Section 1201 028, Texas Govemment Code
Section 6.13. Open Meeting. It is hereby officially found and determined that the at
whichthis Ordinance was passed was open to the public, and public notice ofthe tune, place dose
of said meeting was given, all as required by Chapter 551, Texas Government Code, as amei~~l:.~l
PASSED AND APPROVED the 30th day of March, 2004
Mayor City of) ort Worth,
ATTES'T'
Acting ity Secretary City of Fort Worth, Texas
(SEAL)
28
Form of Commercial Paper Note
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF FORT WORTH, TEXAS
WATER AND SEWER SYSTEM
COMMERCIAL PAPER NOTE,
SERIES A
No
Principal Amount
Interest to Maturity
Due at Maturity
Owner
Note Date __
Maturity Date _ _
Number of Days -
Interest Rate (%) ~\,
1
The City of Fort Worth (the Crty"), m Tarrant and Denton Counties, State of Texas, FOR
VALUE RECEIVED hereby promises to pay solely from the sources hereinafter rcientified and as
hereinafter stated, to the order of the party specified above on the maturity date spc°clfied above, the
principal sum specified above and to pay interest, if any on said principal amount at said maturity
date, from the above specified note date to said maturity date at the per annum interest rate shown
above (computed on the basis of actual days elapsed and a 365-day or 366-day year as applicable),
both principal and interest on this Note being payable m lawful money of the United States of
America at the designated corporate trust office of the Issuing and Paying Agent executing the
Certificate of Authentication endorsed hereon and appearing below or its successor No interest
will accrue on the principal amount hereof after said maturity date The interest rate borne by this
Note shall not exceed the Maximum Interest Rate (as defined m the hereinafter defined Ordinance)
This Note is one of an issue of commercial paper notes (the Commercial Paper Notes')
which, together with the below referenced Bank Note, has been duly authorized and issued in
accordance with the provisions of an ordinance (the Ordinance') passed by the City Council of the
Crty for the purpose of financing Project Costs of Eligible Projects for the System, to refund
obligations issued m connection with an Eligible Project, and to refinance, renew or refund Notes,
Prior Lien Obligations, Subordinated Obligations and any other authorized obligations of the System,
including interest thereon, m accordance with the provisions of the Ordinance, all m accordance and
in strict conformity with the provisions of Chapter 1371 Texas Government Code, as amended (the
Act")
This Commercial Paper Note, together with the other Commercial Paper Notes, is payable
from and equally secured by a lien on and pledge of (i) the proceeds from (a) the sale of other
Commercial Paper Notes issued for such purpose and (b) the sale of a series or issue of Prior Lien
Obligations or Subordinated Obligations to be issued by the City for such purpose, (ii) advances
under and pursuant to the Credit Agreement between the Crty and the Bank pursuant to which the
Bank has agreed to provide hqu~drty to the City under the terms and conditions set forth therein,
29
which advances are to be evidenced by a Bank Note, and (iii} am o~.mts m certa;n funds established
pursuant to the Ordinance
This Commercial Paper Note, together with the other Comrl7ercial Pap+ x Notes, is payable
solely from the sources heremabove identified securing the payment tihereof, nd the Commercial
Paper Notes do not constitute a legal or equitable pledge, charge, lien or encumbrance upon any other
property of the Crty or the System. The holder hereof shall never have the right: to demand payment
of this obligation from funds raised or to be raised by taxation, or from any other sources or
properties of the City except as identified above
It is hereby certified and recited that all acts, conditions and things required by law and the
Ordinance to exist, to have happened and to have been performed precedent t o and in the issuance
of this Commercial Paper Note, do exist, have happened and have beer r ruled ~n regular and m
due time, form and manner as required by law and that the issuance of tl~.., ~., n~ rcial Paper Note,,
together with all other Commercial Paper Notes, is not m excess of the ~_rrinc~pal amount of
Commercial Paper Notes permitted to be issued under the Ordinance
This Commercial Paper Note has all the qualities and incidents of a negot~a?. n,t:z!ment
under the laws of the State of Texas
This Commercial Paper Note shall not be entitled to any benefit under the Ordinance or be
valid or become obligatory for any purpose until this Commercial Paper Note shall have been
authenticated by the execution by the Issuing and Paying Agent of the Certificate of Authentication
hereon.
IN TESTIMONY WHEREOF the City Council has caused the seal of the City to be duly
impressed or placed m facsimile hereon, and this Note to be signed with the imprinted facsimile
signature of the Mayor attested by the facsimile signature of the City Secretary and approved as to
form and legality by the facsimile signature of the City Attorney
xxxxxxxx
City Secretary
City of Fort Worth
xxxxxxxx
Mayor
City of Fort Worth
APPROVED AS TO FORM AND LEGALITY
xxxxxxxx
City Attorney City of Fort Worth
(SEAL)
30
ISSUING AND PAYING AGE BIT'S
CERTIFICATE OF AUTHENTIC ~TION
This Commercial Paper Note is one of the Commercial P per Notes delivered pursuant to the
wrthm mentioned Ordinance
U S BANK TR ~ T NATIONAL ASSOCIATION
as Issl: ~~ id Paying Agent
By - -
Authorized Si~~ ro_ry
31
THE STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH
I, Sylvia Glover ActmgCrtySecretaryofthe CrtyofFort Worth, mthe 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 Crty of Fort Worth, Texas held on March 30 2004 and of
Ordinance No ~ 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. Said meeting was open to the public, and public
nonce of the tune, place, and purpose of said meeting was given, all as requu-ed by Chapter 551 Texas
Government Code, as amended.
In testimony whereof, I have set my hand and have hereunto affixed the seal of said City of Fort
Worth, this 30th day of March, 2004
~~ ~ ~ Acting ity Secretary of the
~' ~ City o Fort Worth, Texas
~,n- .,,,
',~ .
.(SEAL)
~~ ~
fir
~t
r
1.~-
THE STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH
On the 30th dayofMarch, 2004 the CityCouncil ofthe CrtyofFort Worth, "I'e ; metuiregular,
open, public meeting inthe City Council Chamber in the City Hall wrththe following ~e
wit:
Mike Moncrief, Mayor
Jim Lane,
Chuck Silcox,
Becky Haskin,
Frank Moss,
Clyde Picht, Councilmembers,
John Stevenson,
Ralph McCloud,
Wendy Davis,
Gary Jackson, City Manager,
David Yett, City Attorney
Sylvia Glover, Acting City Secretary
Jim Keyes, Director of Finance
present, to-
thus constituting more than a quorum present; and after the City Council had transacted certain business,
the following business was transacted, to-wit:
Councilmember ~~ introduced an ordinance and moved its passage. The motion was
seconded by Councilmember j~~t~~- The Ordinance was read by the Acting City Secretary The
mofion, carrying with rt the passage of the ordinance prevailed by a vote of YEAS, (NAYS. The
ordinance as passed is as follows:
0~ 15 04A70 ?g ACV
D
.~
City of Fort Worth, Texas
Mayor and Council Communication
s
COUNCIL ACTION Approved on 3/30/2004 Ordinance No 15936 and 15937
DATE Tuesday March 30 2004
LOG NAME 13PAPER REFERENCE NO *C-20015
SUBJECT
An Amended and Restated Ordinance Approving and Authorizing the Issuance of Water and Sewer
System Commercial Paper Notes in an Aggregate Principal Amount at Any One Time Outstanding
Not to Exceed $100 000 000 00 to Provide Interim Financing to Pay Project Costs for Eligible
Projects for the City's Waterworks and Sewer System and to Refund Obligations Issued in
Connection With an Eligible Project; Approving and Authorizing Certain Authorized OfFcers and
Employees to Act on Behalf of The City in the Selling and Delivery of Such Short Term Obligations
and Resolving Other Matters Incident and Related to the Issuance Sale Security and Delivery of
Commercial Paper Notes
RECOMMENDATION
It is recommended that the City Council:
1) Adopt the attached amended and restated ordinance approving and authorizing the issuance of
commercial paper notes in an amount not to exceed $100 000 000 00 to provide interim financing for the
construction of eligible projects for the City's waterworks and sewer system and
2) Adopt the attached appropriation ordinance increasing appropriations in the Water and Sewer
Commercial Paper Funds by $25 000 000 00
DISCUSSION
Approval of this M&C will reauthorize the Water and Sewer Commercial Paper Program make available an.
additional $25 000 000 in appropriation authority for eligible projects, and further authorize the issuance of
commercial paper notes, if necessary to provide interim construction financing for those projects.
The City's financial advisors and the City staff are recommending that Lehman Brothers be retained to
market any notes that may be issued Bank of America, with the highest short-term credit ratings available
has been selected to provide the liquidity facility and U S Bank Trust National Association will be utilized
as the Issuing/Paying Agent, if required
FISCAL INFORMATION/CERTIFICATION
The Director of the Department of Finance certifies that upon adoption of the attached ordinance and
appropriation ordinance funds will be available in the current capital budgets as appropriated of the Water
and Sewer Funds.
Logname• 13PAPER Page 1 of 2
,~ F
TO Fund/Account/Centers
P164 488102 060164015901 $25,000.000.00
P164 541200 060164015901 $25,000.000.00
FROM Fund/Account/Centers
Submitted for City Manager's Office by, Charles Boswell (8511)
Originating Department Head. Jiro Keyes (8517)
Additional Information Contact: Jirm Keyes (8517)
Logname• 13PAPER Page 2 of 2