HomeMy WebLinkAboutOrdinance 15508~.,.
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
THIRTY EIGHTH SUPPLEMENTAL CONCURRENT BOND ORDINANCE
Passed concurrently by the Crty Councils of the Cltles of Dallas and Fort Worth
authonzing
$118,000 000
aggregate pnncipal amount
of
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE AUCTION RATE BONDS,
SERIES 2003C
Passed by the Crty Council of the City of Dallas April. 9 2003
Passed by the City Council of the City of Fort Worth Apri18 2003
Effective April 9 2003
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TABLE OF CONTENTS
Preambles
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1 1 Short Title.
Section 1.2 Definitions
Section 1.3 Table of Contents, Titles and Headings
Section 1 4 Interpretation
Section 1.5 Declarations and Additional Rights and Limitations Under Controlling
Ordinances
ARTICLE II
PURPOSES, PLEDGE AND SECURITY FOR BONDS
Section 2,1 Purposes of Ordinance
Section 2.2 Pledge, Security for Sources of Payment of Bonds
ARTICLE III
AUTHORIZATION GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Section 3 1 Authorization.
Section 3.2 Initial Date, Denominations, Number, Maturity Initial Registered Owner
Characteristics of the Initial Bond and Expiration Date of Delegation.
Section 3.3 Medium, Method and Place of Payment
Section 3 4 Ownership
Section 3.5 Registration, Transfer and Exchange
Section 3 6 Cancellation and Authentication
Section 3 7 Temporary Bonds
Section 3 8 Replacement Bonds
Section 3 9 Book Entry Only System
Section 3 10 Successor Securities Depository
Section 3 11 Payments to Cede & Co
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4 1 Limitation on Redemption
Section 4.2 Optional Redemption
Section 4.3 Partial Redemption
Section 4 4 Mandatory Redemption of'Certain Bonds
Section 4 5 Notice of Redemption to Holders
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Section 4 6 .Payment Upon Redemption 16
Section 4 7 Effect of Redemption. 16
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5 1 Appointment of Initial Paying Agent/Registrar 17
Section 5.2 Qualifications 17
Section 5.3 Mamtaimng Paying Agent/Registrar 17
Section 5 4 Termination 17
Section 5.5 Notice of Change 17
Section 5 6 Agreement to Perform Duties and Functions 17
Section 5 7 Delivery of. Records to Successor 17
ARTICLE VI
FORM OF THE BONDS
Section 6 1 Form Generally 17
Section 6.2 Form of Bonds 18
Section 6.3 CUSIl' Registration 26
Section 6 4 Legal Opimon. 26
ARTICLE VII
EXECUTION APPROVAL, REGISTRATION SALE
AND DELIVERY OF BONDS AND RELATED DOCUMENTS
Section 7 1 Method of Execution, Delivery of Initial Bond 27
Section 7.2 Approval and Registration 28
Section 7.3 TEFRA Approval 28
Section 7 4 Approval of Credit Agreements 28
Section 7.5 Approval of Auction Agreement 28
Section 7 6 Approval of Broker Dealer Agreement. 28
Section 7 7 Official Statement 29
Section 7 8 Further Action 29
Section 7.9 Attorney General Modification 29
ARTICLE VIII
GENERAL PROVISIONS
Section 8 l Deposit and Uses of Bond Proceeds 29
Section 8.2 Payment of the Bonds 30
Section 8.3 Representations and Covenants 30
Section 8 4 Covenants Regarding Tax Exemption 30
Section 8.5 Disposition of Project. 32
Section 8 6 Allocation of, and Limitation on, Expenditures for the Project 32
Section 8 7 Bond Insurance and Credit Agreements. 33
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ARTICLE IX
REPEAL, SEVERABILITY AND EFFECTIVE DATE
Section 9 1
Section 9.2
Section 9.3
Appendix A
Appendix B
Appendix C
Appendix D
Appendix E
Appendix F
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Ordinance Irrepealable
Severabilrty
Effective Date
Provisions for Bl Modal Obligations
Form of Underwriting Agreement
Parameters for Credit Agreement
Form of Auction Agreement
Form of Broker=Dealer Agreement
Form of Preliminary Official Statement
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CITY OF DALLAS ORDINANCE NO
CITY OF FORT WORTH ORDINANCE NO
THIRTY EIGHTH SUPPLEMENTAL CONCURRENT BOND ORDINANCE
AUTHORIZING DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE AUCTION RATE BONDS, SERIES 2003C, FOR LAWFUL
PURPOSES, PROVIDING THE SECURITY THEREFOR, PROVIDING FOR
THE SALE, EXECUTION AND DELIVERY THEREOF SUBJECT TO
CERTAIN PARAMETERS, AND PROVIDING OTHER TERMS,
PROVISIONS AND COVENANTS WITH RESPECT THERETO
WHEREAS, pnor to the adoption of this ordinance ,(herein defined and cited as the
`Thirty-Eighth Supplemental Concurrent Bond Ordinance" or as the or this `Ordinance"), the
City Councils of the Cities of Dallas and Fort Worth (the `Cities") passed the Thirtieth
Supplemental Concurrent Bond Ordinance (defined and cited herein as the `Thirtieth
Ordinance") relating to the Dallas/Fort Worth International Airport (the Airport")• and
WHEREAS, the Thurtieth Ordinance amended and supplemented the pnor ordinance of
the Cities that is defined therein as the 1968 Ordinance" and
WHEREAS, the 1968 Ordinance, as amended and supplemented by the Thirtieth
Ordinance, and the Thirtieth Ordinance, now constitute the controlling bond ordinances of the
Cities (herein defined together as the `Controlling Ordinances") that relate to the financing of the
Airport and that, together (i) prescribe the terms and conditions upon the basis of which the
Additional Obligations, Credit Agreements, and Panty Credit Agreement Obligations may be
issued and executed, and (ii) provide and establish the pledge, security and hens securing the
Cities special obligations to pay when due the Outstanding Obligations, the hutial Obligations,
any Panty Credit Agreement Obligations, and any Additional Obligations, and
WHEREAS this Ordinance is adopted for the purpose of, among the other purposes set
forth below funding a portion of certain security improvements at the Airport; and
WHEREAS in accordance with the Controlling Ordinances, the Cities have been
requested by the Dallas/Fort Worth International Airport Board (the `Board") to issue Additional
Obligations pursuant to this Ordinance to pay costs of capital unprovements of the Auport and
for other purposes as further described in Section 3 1 and
WHEREAS, each City Council finds and determines that the meeting at which this
Ordinance was adopted was open to the public, and public notice of the tune, place and subject
matter of the public business to be considered and acted upon at said meeting, including this
Ordinance, was given, all as required by Applicable Law•
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF DALLAS
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NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF FORT WORTH.
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1 1 Short Title. This Ordinance may hereafter be cited in other documents
and without further description as the `Thirty-Eighth Supplemental Concurrent Bond
Ordinance.
Section 1.2 Definitions. The capitalized terms used herein, including in the preambles
hereto, that are not otherwise defined herein shall have the same meanings and definitions as are
applied to such terms, respectively in, or incorporated into, the Controlling Ordinances.
Additionally unless otherwise expressly provided or unless the context clearly requires
otherwise, the following additional terms shall have the respective meanings specified below
Authorized Officer -means the Chief Executive Officer the Senior Executive
Vice President, the Executive Vice President and Chief Financial Officer and the Vice
President Finance of the Board, and, in the event any of such positions is renamed or otherwise
reorganized, including any person holding or exercising the duties of any comparable position.
Bond means any of the Bonds.
Bond Date means the date of the Bonds, as designated in the Officers Pricing
Certificate.
Bonds means the bonds entitled `Dallas/Fort Worth International Airport Joint
Revenue Auction Rate Bonds, Serves 2003C as further described in Section 3 1 and
Appendix A.
Closing Date means the date on which the Bonds are actually delivered to and
paid for by the Purchaser
Designated Payment/Transfer Office means (i) with respect to the initial
Paying Agent/Registrar named herein, its office in Austin, Texas, or such other location as may
be designated by the Paying Agent/Registrar and (ii) with respect to any successor Paying
Agent/Registrar the office of such successor designated and located as may be agreed upon by
the Cities and such successor
DTC means The Depository Trust Company of New York, New York, or any
successor securities depository
DTC Particiuant means brokers and dealers, banks, trust companies, clearing
corporations and certain other organizations on whose behalf DTC was created to hold securities
to facilitate the clearance and settlement of securities transactions among such parties.
Initial Bond means the Bond described in Sectlon 3.2 with the insertions
required by Section 6.2(d)
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Insurer or Insurers means the issuer of the Policy or of the Policies if more
than one are Issued, as certified by an Authorized Officer on the Closing Date.
Interest Payment Date -has the meaning set forth in Appendix A.
Mandatory Redemption Dates means the dates on which the Cities are
obligated to redeem Bonds in advance of their respective maturity dates and includes the dates
on which any Sinking Fund Installment shall be due.
Master Paving Agent Agreement means the paying agent agreement
previously executed by the Board and the Paying Agent/Registrar that specifies the duties and
responsibilities of the Paying Agent/Registrar with respect to bonds or other obligations issued
by the Cities in relation to the Airport.
Officers Pricing Certificate means the certificate to be executed by one or more
Authorized Officers pursuant to Section 3.2 and attached as Schedule I to the Underwriting
Agreement.
Ordinance means this Ordinance.
Original Issue Date means the Closing Date.
Paving Agent/Registrar means Bank One, National Association, or any
successor thereto as provided in this Ordinance.
Policy or Policies means the policy or policies of municipal bond insurance
relating to the Bonds issued on the Closing Date by the Insurer or the Insurers if more than one.
Purchaser means the person, firm or entity or the group thereof, or the
representative of such group, initially purchasing the Bonds from the Cities pursuant to the
Underwriting Agreement.
Rebate Fund means the special fund required to be created and maintained in
Section 8 4 and is the type of fund referred to in the definition of that term in the Thirtieth
Ordinance.
Record Date -has the meamng set forth in Appendix A.
Representation Letter means the `Blanket Letter of Representations" between
the Cities and DTC, as approved and ratified m Section 3.9(c).
Stated Maturity Date means the respective date or dates on which the Bonds
are stated to mature as provided in accordance with Section 3.2(b).
Thirtieth Ordinance means the Thirtieth Supplemental Concurrent Bond
Ordinance passed by the City Councils of the Cities and effective on February 23 2000
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Underwriting Agreement means the Underwriting Agreement hereafter entered
into as contemplated and authorized m Section 3.2(b).
In addition to the foregoing definitions, the definitions of terms contained in Appendix A
attached hereto are hereby incorporated herein.
Section 1.3 Table of Contents, Titles and Headings. The table of contents, titles and
headings of the Articles and Sections of this Ordinance have been inserted for convenience of
reference only and are not to be considered a part hereof and shall not in any way modify or
restrict any of the terms or provisions hereof and shall never be considered or given any effect in
constnung this Ordinance or any provision hereof or in ascertaining intent, if any question of
intent should apse.
Section 1 4 Interpretation. (a) Unless the context requires otherwise, words of the
masculine gender shall be construed to include correlative words of the feminine and neuter
genders and vice versa, and words of the singular number shall be construed to include
correlative words of the plural number and vice versa.
(b) Article and Section references shall mean references to Articles and Sections of
this Ordinance unless designated otherwise.
(c) If any one or more of the covenants, provisions or agreements contained herein
should be contrary to Applicable Law then such covenants, provisions or agreements shall be
deemed separable from the remaining covenants, provisions, and agreements hereof, and shall in
no way affect the validity of the remaining covenants, provisions, and agreements contained in
this Ordinance.
Section 1.5 Declarations and .Additional Rights and Limitations Under Controlling
Ordinances. (a) For all purposes of the Outstanding Ordinances and the Controlling Ordinances,
as amended and supplemented, the Cities declare and provide as follows.
(i) The Bonds are Additional Obligations that are authorized by
Section 3.2 of the Thirtieth Ordinance.
(ii) The Bonds are not Interim Obligations.
(iii) Each Policy is a Credit Agreement, and each Insurer is a Credit
Provider However a Policy does not create a Panty Credit Agreement
Obligation. A Policy if any entered into for the purpose of providing all or a
portion of the amount equal to the Debt Service Reserve Requirement is hereby
declared to be a Credit Agreement that is on a parity with Subordinate Lien
Obligations, provided however the provisions of subsection 5.2(b)(iii) of the
Thirtieth Ordinance shall continue to apply with respect to any deficiencies in the
Debt Service Reserve Fund, including any costs of a Policy with respect to the
Debt Service Reserve Fund.
(iv) Administrative Expenses shall include the fees and expenses owed
to the Paying Agent/Registrar
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(v) The amount of the Debt Service Reserve Requirement on account
of the Bonds is an amount that is not less than the average annual Debt Service
that will be required to be paid on or with respect to all Outstanding Obligations
as of the date following the delivery of the Bonds. The amount on deposit in the
Debt Service Reserve Fund is less than the amount required, and the amount
specified in Section 8 1 shall be deposited to the Debt Service Reserve Fund out
of the proceeds of the Bonds or shall be used to enter into a Credit Agreement to
satisfy the Debt Service Reserve Requirement.
(vi) The Stated Matunty Dates and the Mandatory Redemption Dates
established in accordance with Article III are Principal Payment Dates for the
purposes of the Thirtieth Ordinance.
(vii) Each Insurer as a Credit Provider is authonzed to give and
withdraw notices of default under the provisions of Section 7 1(vii) of the
Thirtieth Ordinance.
(viii) As permitted by Section 5 1 of the Thirtieth Ordinance, the Board
confirms the creation of the Capitalized Interest Account in the Construction
Fund. The Capitalized Interest Account is a Pledged Fund, subject to the terms
and provisions of Section 8 6
(ix) Thus Ordinance is an Additional Supplemental Ordinance.
(x) Each of the Authonzed Officers is designated and appointed as an
officer" of the Cities for the limited purposes of administering this Ordinance,
including particulazly the bi-modal provisions contained in Appendix A, and the
related documents and agreements described herein in accordance with Chapter
1371 Government Code, as amended, and the Authonzed Officers aze instructed
to submit penodic reports, not less frequently than annually to the Cities as to the
actions taken m connection therewith dunng the preceding period, and to provide
such other information regarding the implementation of such agreements and this
Ordinance as either of the Cities shall request.
(xi) Appendix A attached hereto `Provisions for Bi-Modal
Obligations, is approved in substantially the form attached hereto, with such
additions or modifications as may be approved by an Authonzed Officer The
final form of such Appendix A shall be as set forth and attached as Appendix A
to the Officers Pncing Certificate, which is hereby incorporated into this
Ordinance and shall have the same force and effect as if set forth herein.
(b) For all purposes of the Outstanding Ordinances and the Controlling Ordinances,
as amended and supplemented, the following additional rights and lunitations are granted and
unposed.
(i) No amendment to any Outstanding Ordinance or this Ordinance
shall be approved or adopted pursuant to any of Sections 8.2, 8.3 8 4 or 8.5 of
the Thirtieth Ordinance, whether with or without the consent of the Holders,
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unless and until the same is approved by the Insurer to the extent required under
the terms of the Credit Agreement.
(ii) The Cities shall have the nght to amend the Outstanding
Ordinances, the Controlling Ordinances, and this Ordinance without the consent
of or notice to the Holders, for any purpose not prohibited by Section 8.3 of the
Thirtieth Ordinance, if such amendment is (i) approved. by the Insurer and such
other Credit Providers, if any as may be required by an Additional- Supplemental
Ordinance or (ii) is approved in accordance with Section A-601 of Appendix A.
(iii) Whenever m this Ordinance, or m the Controlling Ordinances, the
nght is granted to redeem Bonds in advance of a Stated Matunty Date, any such
redemption maybe accomplished with any lawfully available money The Bonds
may be redeemed according to their respective terms, and pro rata redemptions
are not required. All money delivered to the Paying Agent/Registrar for the
purpose of paying the pnncipal of and interest on Bonds shall be held uninvested
by the Paying Agent/Registrar
(iv) In the event of the occurrence of an Event of Default, the. nght of
acceleration of the Stated Matunty Date or the Mandatory Redemption Date of
any Bond or of any Panty Credit Agreement Obligation is not granted as a
remedy and the nght of acceleration is expressly demed.
(v) The specific information that must be provided pursuant to the
disclosure requirements of Section 10 1 of the Thirtieth Ordinance with respect to
the Bonds shall be (A) the audited financial statements of the Board for each
Fiscal. Year ending on and after September 30 2003 and (B) the annual financial
information shall be the operating data relating to the Bonds set forth m the
numbered tables in the official statement relating to the issuance of the Bonds.
The Board shall provide such information on behalf of the Cities.
ARTICLE II
PURPOSES, PLEDGE AND SECURITY FOR BONDS
Section 2 1 Purposes of Ordinance. The purposes of this Ordinance are to prescribe
the specific terms and provisions of the Bonds, to extend expressly the pledge, lien, secunty and
provisions of the Controlling Ordinances to and for the benefit of the Holders, to provide certain
covenants to and for the benefit of each Insurer and/or Credit Provider and to sell the Bonds to
the Purchaser
Section 2.2 Pledge, Security for. Sources of Payment of Bonds. (a) The pledge, the
secunty and the filing provisions of Sections 2.2 and 2.4 respectively of the Thirtieth Ordinance
are hereby expressly restated, fixed, brought forward and granted to the Holders, and to each
Insurer as a Credit Provider
(b) The Bonds, as Additional Obligations" under the Controlling Ordinances, are
secured by a lien on and pledge of the Pledged Revenues and the Pledged Funds on a panty with
the Pnor Obligations, the Initial Obligations, and any other Additional Obligations that are
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Outstanding, and with Panty Credit Agreement Obligations, if any that are unpaid from time to
time, as declared and provided in Section 2.2 of the Thirtieth Ordinance.
ARTICLE III
AUTHORIZATION GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Sectlon 3 1 Authorization. Additional Obligations, to be designated `Cities of Dallas
and Fort Worth, Texas, Dallas/Fort Worth International Airport Joint Revenue Auction Rate
Bonds, Series 2003C, are hereby authorized to be issued and delivered in accordance with
Applicable Law and as provided herein and in the Officers Pricing Certificate. The Bonds shall
be issued for the purpose of paying a portion of the costs of certain security unprovements at the
Airport, to provide for capitalized interest, to provide funding for the Debt Service Reserve
Requirement through either the deposit of Bond proceeds or entering into a surety or such other
agreement and to pay the Cities and the Board s costs incurred m connection with the issuance
of the Bonds, including the costs of the Policy or Policies for Insurance or the surety or debt
service reserve agreement.
Section 3.2 Initial Date, Denominations, Number, Matunty, Initial Registered Owner,
Characteristics of the Initial Bond and Expiration Date of Dele ag tion. (a) The Initial Bond is
hereby authorized to be issued, sold, and delivered hereunder as a single fully registered Bond,
without interest coupons, dated the date designated in the Officers Pricing Certificate, in the
denomination and maxunum aggregate principal amount of $118,000,000 numbered T 1
payable in annual installments of principal to the initial registered owner thereof (to be
determined by the Authorized Officers, as hereinafter provided), or to the registered assignee or
assignees of said Bond or any portion or portions thereof (in each case, the `registered owner"),
with the annual installments of principal of the Initial Bond to be payable on the dates,
respectively and in the principal amounts, respectively to be stated in the Initial Bond set forth
in this Ordinance and the Officers Pricing Certificate, and as provided in this Ordinance, but with
the final installment of principal (the maximum term) to be not later than November 1 2035
(b) As authorized by Chapter 1371 Government Code, as amended, the Authorized
Officers are hereby authorized, appointed, and designated as the officers or employees of the
Cities authorized to act on behalf of the Cities in the selling and delivering of the Initial Bond
and carrying out the other procedures specified in this Ordinance, including the determination of
the pace at which the Initial Bond will be sold, the amount of each Principal Installment thereof
in the maximum aggregate amount of $118,000 000 the due date of each Principal Installment,
which shall be November 1 in each year in which a Principal Installment is due, the rate of
interest to be borne by each Principal Installment, the redemption features, and all other matters
relating to the issuance, sale, and delivery of the Initial Bond and the Bonds. The Authorized
Officers, acting for and on behalf of the Cities, are authorized to enter into and carry out an
Underwriting Agreement in substantially the form attached hereto as Appendix B as approved by
the Crty Attorneys of the Cities with one or more of the parties indicated in Appendix B at such
price, in the aggregate principal amount, with such Principal Installments, with such interest
rates, with such redemption features and other matters, as shall be determined by the Authorized
Officers and set forth therein and in the Officers Pricing Certificate; provided that: (i) the price to
be paid for the Iiiitial Bond shall not be less than 95% of the initial aggregate principal amount
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thereof with a maximum underwriter's discount of 0.3%, and (ii) no installment of principal of
the Initial Bond shall bear interest at a rate greater than 4 0% per annum. It is further provided,
however that, notwithstanding the foregoing provisions, the Initial Bond shall not be delivered
unless prior to delivery the Bonds have been rated by a nationally recognized rating agency for
municipal securities m one of the four highest rating categories for long term obligations, as
required by Applicable Law In connection with the issuance and delivery of the Bonds, each of
the Authorized Officers, acting for and on behalf of the Cities, is authorized to set out in and
execute one or more Officers Pricing Certificates such information as contemplated by
Appendix A hereto Such Officers Pricing Certificate shall include such information as such
Authorized Officer(s) deem appropriate or is required by Appendix A and this Ordinance and
may include among other things, if such Authorized Officer(s) determine that the Bonds shall
initially be issued in the Auction Rate Mode, the initial Auction Period, the initial Auction Date,
the initial Auction Period Rate, the Stated Maturity Date and the Sinking Fund Installments, if
any all in accordance with Appendix A hereto
(c) Each of the Authorized Officers is authorized to establish which maturity or
maturities, if any shall be insured based on recommendations of the Co-Financial Advisors of
the Airport, and such Authorized Officer(s) shall specify the name or names of the Insurer or
Insurers in the Underwriting Agreement and shall specify therein which maturity or maturities, if
any will be insured. Each of the Authorized Officers is also authorized to establish whether the
Debt Service Reserve Requirement shall be funded with Bond proceeds or with a Credit
Agreement in the form of a debt service reserve fund agreement, surety or such other form of
Credit Agreement based on recommendations of the Co-Financial Advisors of the Airport. A
general form of or the parameters for the Credit Agreement is set forth in Appendix C
(d) The Initial Bond (i) may be prepaid or redeemed prior to the respective scheduled
due dates of installments of principal thereof as provided for in this Ordinance and in the
Officers Pricing Certificate, (ii) may be assigned and transferred, (iii) may be converted and
exchanged for other Bonds, (iv) shall have the characteristics, and (v) shall be signed and sealed,
and the principal of and interest on the Initial Bond shall be payable, all as provided, and in the
manner required or indicated, in the FORM OF BOND set forth in this Ordinance and. as
determined by the Authorized Officers, as provided herein and in the Officers Pricing Certificate,
with such changes and additions. as are required to meet the terms of the Underwriting
Agreement and the Officers Pricing Certificate, including the name as to which the Initial Bond
shall be registered.
(e) In the event the Underwriting Agreement shall not be executed on or before 5 00
p.m. on October 1 2003 the delegation to the Authorized Officers pursuant to this Ordinance
shall cease to be effective unless the City Council of each of the Cities shall act to extend such
delegation.
(f) Pursuant to the provisions of Chapter 1371 Govenunent Code, as amended, and
Section 1.5(a) hereof, the Cities delegate to the Authorized Officers the continuing authority
under the terms of this Ordinance, to establish, alter or consent to changes in interest rates,
interest rate Modes, and interest rate periods or to consent. to any amendment to this- Ordinance
as contemplated in Appendix A, and to execute and enter into on behalf of the Cities an Auction
Agreement, one or more Broker Dealer Agreements, a Remarketing Agreement and a Tender
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Agency Agreement, and to enter Into any other certificate, document or other instrument, or to
take any other action, including the making of any finding or determination, that the Authorized
Officers determine is necessary or appropriate to carry out the provisions of Appendix A or to
take all such action or perform such functions as contemplated by this Ordinance or any Broker
Dealer Agreement, Auction Agreement, Remarketing Agreement or Tender Agency Agreement;
provided, however that prior to its effective date, the form of any such Broker Dealer
Agreement, Auction Agreement, Remarketing Agreement or Tender Agency Agreement that is
to be entered into after the Closing Date must be approved by the Board and, as appropriate, .the
City Council.
Section 3.3 Medium, Method and Place of Pavment. (a) The principal of, premium, if
any and interest on the Bonds shall be paid in any coin or currency of the United States of
America which, on the respective dates of payment, is legal tender for the payment of public and
private debts, as provided in this Section and Appendix A, Article A II.
(b) Interest on the Bonds shall be payable to the Holders whose names appear in the
Obligation Register (as defined in section 3.5) at the close of business on the Record Date;
provided, however that in the event of nonpayment of interest on a scheduled Interest Payment
Date, and for 30 days thereafter anew record date for such interest payment (a `Special Record
Date") will be established by the Paying Agent/Registrar if and when funds for the payment of
such interest have been received from the Cities or the Board. Notice of the Special Record Date
and of the scheduled payment date of the past due interest (the `Special Payment Date, which
shall be at least 15 days after the Special Record Date) shall be sent at least five business days
prior to the Special Record Date by United States mail, first class postage prepaid, to the address
of each Holder of a Bond appearing on the books of the Paying Agent/Registrar at the close of
business on the last business day next preceding the date of mailing of such notice.
(c) While Bonds are in the Fixed Rate Mode, interest on the Bonds shall be paid by
check (dated as of the Interest Payment Date) and sent by the Paying Agent/Registrar to the
Holder entitled to such payment, United States mail, first class postage prepaid, to the address of
the Holder as it appears in the Obligation Register or by such other customary banking
arrangements acceptable to the Paying Agent/Registrar and the person to whom interest is to be
paid, provided, however, that such person shall bear all risk and expenses of such other
customary banking arrangements. Upon written request of a registered owner of at least
$1 000 000 in principal amount of Bonds, all payments of the principal of, redemption premium,
if any and interest on the Bonds shall be paid by wire transfer m immediately available funds to
an account designated by such registered owner
(d) The principal of each Bond shall be paid to the Holder on the due date thereof
(whether at the maturity date or the date of prior redemption thereof) upon presentation and
surrender of such Bond at the Designated Payment/Transfer Office.
(e) If a date for the payment of the principal of or interest on the Bonds is a Saturday
Sunday legal holiday or a day on which banking institutions in the Cities or in the city in which
the Designated Payment/Transfer Office is located, are authorized by law or executive order to
close, then the date for such payment shall be the next succeeding Business Day and payment on
such date shall have the same force and effect as if made on the original date payment was due.
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(f) Subject to any applicable escheat, unclaimed property or similar and Applicable
Law unclaimed payments remaining unclaimed by the Holders entitled thereto for three years
after the applicable payment or redemption date shall be paid to the Board and thereafter neither
the Cities, the Paying Agent/Registrar nor any other person shall be liable or responsible to any
Holders of such Bonds for any further payment of such unclaimed moneys or on account of any
such Bonds.
(g) The unpaid principal balance of the Initial Bond shall bear interest from the
Closing Date of the Initial Bond to the respective scheduled due dates, or to the respective dates
of prepayment or redemption, of the Principal Installments of the Initial Bond, and said interest
shall be payable to the registered owner thereof, all in the manner provided and on the dates
fixed by the Authorized Officers m accordance with this Ordinance and the Officers Pricing
Certificate, and with interest rates as fixed by the Authorized Officers in accordance with this
Ordinance and.the Officers Pncmg Certificate, and as set forth in the Underwriting Agreement.
Section 3 4 Ownership (a) The Cities, the Board, the Paying Agent/Registrar and
any other person may treat each Holder as the absolute owner of such Bond for the purpose of
making and receiving payment of the principal thereof and premium, if any thereon; and for the
further purpose of making and receiving payment of the interest thereon (subject to the
provisions herein that interest is to be paid to each Holder on the Record Date), and for all other
purposes, whether or not such Bond is overdue, and neither the Cities, the Board, nor the Paying
Agent/Registrar shall be bound by any notice or knowledge to the contrary
(b) All payments made to the person deemed to be the Holder in accordance with this
Section shall be valid and effectual and shall discharge the liability of the Cities, the Board, and
the Paying_ Agent/Registrar upon such Bond to the extent of the sums paid.
Section 3.5 Registration, Transfer and Exchange. (a) So long as any Bonds remain
outstanding, the Board shall cause the Paying Agent/Registrar to keep a register (the `Obligation
Register") in which, subject to such reasonable regulations as it may prescribe, the Paying
Agent/Registrar shall provide for the registration and transfer of Bonds m accordance with this
Ordinance.
(b) Ownership of any Bond may be transferred in the Obligation Register only upon
the presentation and surrender thereof at the Paying Agent's Designated Payrnent/Transfer
Office for transfer of registration and cancellation, together with proper written instruments of
assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar
evidencing assignment of the Bonds, or any portion thereof m any Authorized Denomination, to
the assignee or assignees thereof, and the right of such assignee or assignees thereof to have the
Bond or any portion thereof registered in the name of such assignee or assignees. No transfer of
any Bond shall be effective until entered in the Obligation Register Upon assignment and
transfer of any Bond or portion thereof, a new Bond or Bonds will be issued by the Paying
Agent/Registrar~ in conversion and exchange for such transferred and assigned Bond. To the
extent possible the Paying Agent/Registrar will issue such new Bond or Bonds in not more than
three business days after receipt of the Bond to be transferred in proper form and with proper
instructions directing such transfer
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(c) Any Bond may be converted and exchanged only upon the presentation and
surrender thereof at the Designated Payment/Transfer Office of the Paying AgentlRegistrar
together with a written request therefor duly executed by the registered owner or assignee or
assignees thereof, or its or their duly authorized attorneys or representatives,. with guarantees of
signatures satisfactory to the Paying Agent/Registrar for a Bond or Bonds of the same maturity
and interest rate and in any authorized denomination and in an aggregate principal amount equal
to the unpaid principal amount of the Bond presented for exchange. If a portion of any Bond is
redeemed prior to its scheduled maturity as provided herein, a substitute Bond or Bonds having
the same maturity date, bearing interest at the same rate, in the denomination or denominations
of any Authorized Denomination at the request of the registered owner and in an aggregate
principal amount equal to the unredeemed portion thereof, will be issued to the registered owner
upon surrender thereof for cancellation. To the extent possible, a new Bond or Bonds shall be
delivered by the Paying Agent/Registrar to the registered owner of the Bond or Bonds in not
more than three business days after receipt of the Bond to be exchanged m proper form and with
proper instructions directing such exchange.
(d) Each Bond issued in exchange for any Bond or portion thereof assigned,
transferred or converted shall have the same principal maturity date and bear interest at the same
rate as the Bond for which it is being exchanged. Each substitute Bond shall bear a letter and/or
number to distinguish it from each other Bond. The Paying Agent/Registrar shall convert and
exchange the Bonds as provided herein, and each substitute Bond delivered in accordance with
this Section shall constitute an original contractual obligation of the Cities and shall be entitled to
the benefits and security of this Ordinance to the same extent as the Bond or Bonds in lieu of
which such substitute Bond is delivered.
(e) The Board will pay as Adrrunistrative Expenses, the Paying Agent/Registrar's
reasonable and customary charge for the initial registration or any subsequent transfer exchange
or conversion of Bonds, but the Paying Agent/Registrar will require the Holder to pay a sum
sufficient to cover any tax or other governmental charge that is authorized to be imposed in
connection with the registration, transfer exchange or conversion of a Bond. In addition, the
Cities hereby covenant with the Holders of the Bonds that the Board will (i) pay the reasonable
and standard or customary fees and charges of the Paying Agent/Registrar for its services with
respect to the payment of the principal of and interest on the Bonds, when due, and (ii) pay the
fees and charges of the Paying Agent/Registrar for services with respect to the transfer
registration, conversion and exchange of Bonds as provided herein.
(f) Neither the Cities, the Board, nor the Paying Agent/Registrar shall be required to
issue, transfer or exchange any Bond called for redemption, in whole or in part, where such
redemption is scheduled to occur within 45 calendar days after the transfer or exchange date;
provided, however such linutation shall not be applicable to an exchange by the Holder of the
uncalled principal balance of a Bond.
Section 3 6 Cancellation and Authentication. All Bonds paid or redeemed before their
Stated Maturity Dates in accordance with this Ordinance, and all Bonds in lieu of which
exchange Bonds or replacement Bonds are authenticated and delivered in accordance with this
Ordinance, shall be canceled upon the making of proper records regarding such payment,
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redemption, exchange or replacement. The Paying Agent/Registrar shall dispose of the canceled
Bonds in accordance with Applicable Law
Section 3 7 Temporary Bonds. (a) Follounng the delivery and registration of the
Initial Bond and pending the preparation of definitive Bonds, the proper officers of the Cities
may execute and, .upon the Cities or the Board s request, the Paying Agent/Registrar shall
authenticate and deliver one or more temporary Bonds that are printed, lithographed,
typewritten, mimeographed or otherwise ,produced, in any denomination, substantially of the
tenor of the definitive Bonds in lieu of which they are delivered, without coupons, and with such
appropriate insertions, omissions, substitutions and other variations as the officers of the Cities
executing such temporary Bonds may determine, as evidenced by their signing of such
temporary Bonds.
(b) Until exchanged for Bonds in defimtive form, such Bonds in temporary form shall
be entitled to the benefit and security of this Ordinance.
(c) The Cities or the Board, without unreasonable delay shall prepare, execute and
deliver to the Paying Agent/Registrar the Bonds in definitive form, thereupon, upon the
presentation and surrender of the Bond or Bonds in temporary form to the Paying
Agent/Registrar the Paying Agent/Registrar shall cancel the Bonds in temporary form and
authenticate and deliver in exchange therefor a Bond or Bonds of the same maturity and series,
in definitive form, in the authorized denomination, and iii the same aggregate principal amount,
as the Bond or Bonds in temporary form surrendered. Such exchange shall be made without the
making of any charge therefor to any Owner
Section 3 8 Replacement Bonds. (a) Upon the presentation and surrender to the
Paying Agent/Registrar at the Designated Payment/Transfer Office,, of a mutilated Bond, the
Paying Agent/Registrar shall authenticate and deliver in exchange therefor a replacement Bond
of like tenor and principal amount, bearing a number not contemporaneously outstanding. The
Cities, the Board, or the Paying Agent/Registrar may require the Holder of such Bond to pay a
sum sufficient to cover any tax or other governmental charge that is authorized to be imposed in
connection therewith and any other expenses connected therewith.
(b) In the event any Bond is lost, apparently destroyed or wrongfully taken, the
Paying Agent/Registrar pursuant to Subchapter D of Chapter 1201 Government Code, as
amended, and in the absence of notice or knowledge that such Bond has been acquired by a bona
fide purchaser shall authenticate and deliver a replacement Bond of like tenor and principal
amount, bearing a number not contemporaneously outstanding, provided that the Holder first:
(i) furnishes to the Paying Agent/Registrar satisfactory evidence of
lis or her ownership of and the circumstances of the loss, destruction or theft of
such Bond,
(ii) furnishes such security or indemnity as may be required by the
Paying Agent/Registrar and the Cities to save them harmless,
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(iii) pays all expenses and chazges in connection therewith, including,
but not limited to, printing costs, legal fees, fees of the Pa}nng Agent/Registrar
and any tax or other governmental charge that is authorized to be imposed, and
(iv) satisfies any other reasonable requirements unposed by the Cities
and the Paying Agent/Registraz
(c) If, after the delivery of such replacement Bond, a bona fide purchaser of the
original Bond in lieu of which such replacement Bond was issued presents for payment such
original Bond, the Cities, the Boazd, and the Paying Agent/Registraz shall be entitled to recover
such replacement Bond from the person to whom it was delivered or any person taking
therefrom, except a bona fide purchaser and shall be entitled to recover upon the security or
indemnity provided therefor to the extent of any loss, damage, cost or expense incurred by the
Cities, the Board, or the Paying Agent/Registraz in connection therewith.
(d) In the event that any such mutilated, lost, appazently destroyed or wrongfully
taken Bond has become or is about to become due and payable, the Paying Agent/Registraz in its
discretion, instead of issuing a replacement Bond, may pay such Bond.
(e) Each replacement Bond delivered in accordance with this Section shall constitute
an original contractual obligation of the Cities and shall be entitled to the benefits and security of
this Ordinance to the same extent as the Bond or Bonds in lieu of which such replacement Bond
is delivered.
Section 3.9 Book Entry Only S,, sue. (a) The defimtive Bonds shall be initially
issued in the form of a sepazate single fully registered Bond for each of the maturities thereof.
Upon imtial issuance, the ownership of each such Bond shall be registered in the name of
Cede & Co as nominee of DTC, and except as provided in Section 3 10 all of the outstanding
Bonds shall be registered in the name of Cede & Co as nominee of DTC
(b) With respect to Bonds registered in the name of Cede & Co as nominee of DTC,
the Cities, the Boazd, and the Paying Agent/Registraz shall have no responsibility or obligation to
any DTC Participant or to any person on behalf of whom such a DTC Participant holds an
interest in the Bonds, except as provided in this Ordinance. Without limiting the immediately
preceding sentence, the Cities, the Board, and the Paying Agent/Registraz shall have no
responsibility or obligation with respect to (i) the accuracy of the records of DTC,. Cede & Co or
any DTC Participant with respect to any ownership interest m the Bonds, (ii) the delivery to any
DTC Participant or any other person, other than a Holder as shown on the Obligation Register
of any notice with respect to the Bonds, including any notice of redemption, or (iii) the payment
to any DTC Participant or any other person, other than a Holder as shown in the Register of any
amount with respect to principal of, premium, if any or interest on the Bonds. Notwithstanding
any other provision of this Ordinance to the contrary the Cities, the Boazd, and the Paying
Agent/Registraz shall be entitled to treat and consider the person in whose name each Bond is
registered in the Obligation Register as the absolute owner of such Bond for the purpose of
payment of principal of, premium, if any and interest on the Bonds, for the purpose of giving
notices of redemption and other matters with respect to such Bond, for the purpose of registering
transfer with respect to such Bond, and for all other purposes whatsoever The Paying
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Agent/Registrar shall pay all principal of, premium, if any and interest on the Bonds only to or
upon the order of the respective Holders, as shown in the Obligation Register, or their respective
attorneys duly authorized in writing, and all such payments shall be valid and effective to fully
satisfy and discharge the Cities obligations with respect to payment of, premium, if any and
interest on the Bonds to the extent of the sum or sums so paid. No person other than a Holder as
shown in the register shall receive a certificate evidencing the obligation of the Cities to make
payments of amounts due pursuant to this Ordinance. Upon delivery by DTC to the Paying
Agent/Registrar of written notice to the effect that DTC has determined to substitute a new
nominee in place of Cede & Co and subject to the provisions in this Ordinance with respect to
interest checks or drafts being mailed to the registered Owner at the close of business on the
Record Date, the word `Cede & Co in this Ordinance shall refer to such new nominee of DTC
(c) The `Representation Letter" previously executed and delivered by an Authorized
Officer and made applicable to the- Bonds delivered mbook-entry-only form to DTC, as
securities depository therefor is hereby ratified and approved for the Bonds.
Section 3 10 Successor Securities Depository In the event that the Cities, the Board, or
the Paying Agent/Registrar determine that DTC is incapable of discharging its responsibilities
described herein and in the Representation Letter, and that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain certificated Bonds, or in the event
DTC discontinues the services described herein, the Cities, the Board, or the Paying
Agent/Registrar shall (i) appoint a successor securities depository qualified to act as such under
Section 17(a) of the Securities and Exchange Act of 1934 as amended, notify DTC and DTC
Participants, as identified by DTC, of the appointment of such successor securities depository
and transfer one or more separate Bonds to such successor securities depository or (ii) notify
DTC and DTC Participants, as identified by DTC of the availability through DTC of Bonds and
transfer one or more separate Bonds to DTC Participants having Bonds credited to their DTC
accounts, as identified by DTC In such event, the Bonds shall no longer be restricted to being
registered in the Obligation Register in the name of Cede & Co as nominee of DTC, but maybe
registered in the name of the successor securities depository or its nominee, or in whatever name
or names Holders transfernng or exchanging Bonds shall designate, in accordance with the
provisions of this Ordinance.
Section 3 11 Payments to Cede & Co Notwithstanding any other provision of this
Ordinance to the contrary so long as any Bonds are registered in the name of Cede & Co as
nominee of DTC, all payments with respect to principal of, premium, if any and interest on such
Bonds, and all notices with respect to such Bonds, shall be made and given, respectively in the
manner provided in the Representation Letter
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4 1 Limitation on Redemption. The Bonds shall be subject to redemption
before scheduled maturity only as provided in this Article IV in Appendix A and in the Officers
Pricing Certificate.
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Section 4.2 Optional Redemption. (a) The Bonds shall be subject to optional
redemption prior to maturity m the manner provided in this Article IV m Appendix A and m the
Officers Pricing Certificate.
(b) To the extent the Bonds that are in the Fixed Rate Mode are subject to optional
redemption, the Board, at least 45 days before the redemption date, unless a shorter period shall
be satisfactory to the Paying Agent/Registrar shall notify the Paying Agent/Registrar of such
redemption date and of the principal amount of Bonds to be redeemed..
Section 4.3 Partial Redemption. (a) If less than all of the Bonds are to be redeemed
pursuant to Section 4.2, the Board shall have the right to determine the maturity or maturities and
the amounts thereof to be redeemed and shall direct the Paying Agent/Registrar to call at random
the Bonds, or portions thereof, within such maturity or maturities and m such principal amounts
for redemption as determined by the Board in its sole discretion.
(b) A portion of a single Bond may be redeemed, but only in a principal amount equal
to an Authorized Denomination. If such a Bond is to be partially redeemed, the Paying
Agent/Registrar shall treat each portion of the Bond equal to the smallest permitted Authorized
Denomination as though it were a single Bond for purposes of selection for redemption.
(c) Upon surrender of any Bond for redemption in part, the Paying Agent/Registrar
in accordance with Section 3.5 of this Ordinance, shall authenticate and deliver an exchange
Bond or Bonds in an aggregate principal amount equal to the unredeemed portion of the Bond so
surrendered, such exchange being without charge.
(d) The Paying Agent/Registrar shall promptly notify the Board m writing of the
principal amount to be redeemed of any Bond as to which only a portion thereof is to be
redeemed.
Section 4 4 Mandatorv Redemption of Certain Bonds. (a) The Bonds shall be subject
to mandatory redemption prior to maturity in the manner provided in this Article N in
Appendix A and in the Officers Pacing Certificate.
(b) Subject to the provisions of subsection (c) of this Section, when less than all of
the Bonds of a specified maturity that have been designated as term Bonds pursuant to
Section A 204(d) of Appendix A are required to be redeemed as determined in accordance with
this Section, the Board, acting on behalf of the Cities, shall have the right and shall direct the
Paying Agent/Registrar to call by lot the Bonds, or portions thereof within a maturity that are to
be called for redemption. A portion of a single Bond may tie redeemed, but only m a principal
amount equal to an Authorized Denomination. The Paying Agent/Registrar shall treat each
portion of the Bond equal to the smallest permitted Authorized Denomination as though it were a
single Bond for purposes of selection for redemption. Upon surrender of any Bond for
redemption in part, the Paying Agent/Registrar shall authenticate and deliver an exchange Bond
or Bonds in an aggregate amount equal to the unredeemed portion of the Bond so surrendered.
(c) In lieu of the procedure described in subsection (b) of this Section, if less than all
of such Bonds described in subsection (b) are required to be redeemed, the Cities and the Board
shall have the right to accept tenders of Bonds of the applicable maturity and to purchase Bonds
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of such maturity in the open markets at any pace that is less than the applicable Redemption
Price for the Bonds required to be redeemed.
Section 4 5 Notice of Redemption to Holders. (a) The Paying Agent/Registrar shall
give notice of any redemption of Bonds that are in the Fixed Rate Mode by sending notice by
first class United States mail, postage prepaid, not less than 30 days before the date fixed for
redemption, to the Holder of each Bond (or part thereof) to be redeemed, at the address shown on
the Obligation Register
(b) The notice shall state the redemption -date, the redemption pace, the place at
which the Bonds are to be surrendered for payment, and, if less than all the Bonds outstanding
are to be redeemed, an identification of the Bonds or portions thereof to be redeemed.
(c) Any notice given as provided iri this Section shall be conclusively presumed to
have been duly given, whether or not the Holder receives such notice.
Section 4 6 Payment Upon Redemption. (a) Before or on each redemption date, the
Board on behalf of the Cities shall deposit with the Paying Agent/Registrar money sufficient to
pay all amounts due on the redemption date and the Paying Agent/Registrar shall make provision
for the payment of the Bonds to be redeemed on such date by setting aside and holding in trust
such amounts as are received by the Paying Agent/Registrar from the Board and shall use such
funds solely for the purpose of paying the principal of, redemption premium, if any and accrued
interest on the Bonds being redeemed, or the tender or negotiated pace in the case of Bonds
tendered or purchased under Section 4 4(c).
(b) Upon presentation and surrender of any Bond called for redemption at the
Designated Payment/Transfer Office on or after the date fixed for redemption, the Paying
Agent/Registrar shall pay the principal of, redemption premium, if any and accrued interest on
such Bond to the date of redemption from the money set aside for such purpose.
Section 4 7 Effect of Redemption. (a) Notice of redemption having been given as
provided in this Ordinance, the Bonds or portions thereof called for redemption shall become due
and payable on the date fixed for redemption and, unless the Cities fail in their obligation to
make provision for the payment of the principal thereof, redemption premium, if any or accrued
interest thereon on the date fixed for redemption, such Bonds or portions thereof shall cease to
bear interest from and after the date fixed for redemption, whether or not such Bonds are
presented and surrendered for payment on such date.
(b) If the Cities shall fail to make provision for payment of all sums due on a
redemption date, then any Bond or portion thereof called for redemption shall continue to bear
interest at the rate stated on the Bond until due provision is made for the payment of same by the
Cities.
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ARTICLE V
PAYING AGENT/REGISTRAR
Section 5 1 A>7pomtment of Initial Paying_A eg nt/Re lg•strar Bank One, National
Association, is hereby appointed as the imtial Paying AgentlRegistrar for the Bonds, under and
subject to the terms and provisions of the Master Paying Agent Agreement.
Section 5.2 Qualifications. The Paying Agent/Registrar shall be a commercial bank, a
trust company orgamzed under applicable laws, or any other entity duly qualified and legally
authorzed to serve as and perform the duties and services of paying agent and registrar for the
Bonds.
Section 5.3 Maintaining Paving A ent/Re igis~as (a) At all times while any Bonds
are Outstanding, the Cities will maintain a Paying Agent/Registrar that is qualified under
Section 5.2 of this Ordinance.
(b) If the Paying Agent/Registrar resigns or otherwise ceases to serve as such, the
Board will promptly appoint a replacement.
Section 5 4 Termination. The Cities, acting through the Board, upon not less than 60
days notice, reserves the rght to terminate the appointment of any Paying Agent/Registrar by
delivenng to the entity whose appointment is to be terminated wrtten nonce of such ternination,
provided, that such termination shall not be effective until a successor Paying AgentlRegistrar
has been appointed and has accepted the duties of Paying Agent/Registrar for the Bonds.
Section 5 5 Notice of Chan>7e. Promptly upon each change in the entity serving as
Paying Agent/Registrar the Board will cause notice of the change to be sent to each Holder and
Insurer by first class United States mail, postage prepaid, at the address in the Obligation
Register stating the effective date of the change and the name and mailing address of the
replacement Paying Agent/Registrar
Section 5 6 Agreement to Perform Duties and Functions. By accepting the
appointment as Paying Agent/Registrar, the Paying Agent/Registrar acknowledges receipt of
copies of the Controlling Ordinances and this Ordinance, and is deemed to have agreed to the
provisions of thereof, and to perforn the duties and functions of Paying Agent/Registrar
prescribed therein and herein.
Section 5 7 Delivery of Records to Successor If a Paying Agent/Registrar is replaced,
such Paying Agent/Registrar promptly upon the appointment of the successor will deliver the
Obligation Register (or a copy thereof) and all other pertinent books and records relating to the
Bonds to the successor Paying AgentlRegistrar
ARTICLE VI
FORM OF THE BONDS
Section 6 1 Form Generally (a) The Bonds, including the Registration Certificate of
the Comptroller of Public Accounts of the State, the Certificate of the Paying Agent/Registrar
and the Assignment form to appear on each of the Bonds, (i) shall be substantially in the form set
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forth m this Article, with such appropriate insertions, omissions, substitutions, and other
variations as are permitted or required by this Ordinance, and (ii) may have such letters,
numbers, or other marks of identification (including identifying numbers and letters of the
Committee on Uniform Securities Identification Procedures of the American Bankers
Association) and such legends and endorsements (including any reproduction of an opinion of
counsel) thereon as, consistently herewith, maybe determined by the Board.
(b) Any portion of the text of any Bonds maybe set forth on the reverse side thereof,
with an appropriate reference thereto on the face of the Bonds.
(c) The Bonds, including the Initial Bond submitted to the Attorney General of Texas
and any temporary Bonds, shall be typed, printed, lithographed, photocopied or engraved, and
may be produced by any combination of these methods or produced in any other similar manner
all as determined by the officers executing such Bonds, as evidenced by their execution thereof.
Section 6.2 Form of Bonds. The form of Bonds, including the form of the
Registration Certificate of the Comptroller of Public Accounts of the State, the form of
Certificate of the Paying Agent/Registrar and the form of Assignment appearing on the Bonds,
shall be substantially as follows.
(a) [Form of Bondj
REGISTERED
No
United States of America
State of Texas
Cities of Dallas and Fort Worth, Texas
DALLAS/FORT WORTH INTERNATIONAL AIRPORT
JOINT REVENUE AUCTION RATE BONDS, SERIES 2003C
REGISTERED
MATURITY DATE ORIGINAL ISSUE DATE. DATED DATE CUSIP NO
1 2003
The Cities of Dallas and Fort Worth, Texas (the `Cities"), for value received, hereby
promise to pay to
or registered assigns, on the Maturity Date, as specified above, the sum. of
DOLLARS
unless this Bond shall have been sooner called for redemption and the payment of the principal
hereof -shall- have been- paid or provision- for such payment shall have-been made, and to pay
interest on the unpaid principal amount hereof at the rate or rates of interest and at the times
provided herein. Interest on the Bonds shall accrue from the date of delivery
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Capitalized terms appearing herein that are defined terms in the Ordinances defined
below have the meanings assigned to them in the Ordinances. Reference is .made to the
Ordinances for such definitions and for all other purposes.
The principal of this Bond shall be payable without exchange or collection charges in
lawful money of the United States of America upon presentation and surrender of this Bond at
the corporate trust office in Austin, Texas (the `Designated Payment/Transfer Office"), of Bank
One, National Association or with respect to a successor Paying Agent/Registrar, at the
Designated Payment/Transfer Office of such successor While this Bond is in the Auction Rate
Mode, accrued and unpaid interest on this Bond shall be due on the Interest Payment Dates and
payable by wire transfer of unmediately available funds to the account specified by the Owner in
a written direction received by the Paying Agent/Registrar on or prior to a Record Date or if no
such account number is furnished, by check mailed by the Paying Agent/Registrar to the Owner
at the address appearing on the books required to be kept by the Paying Agent/Registrar pursuant
to the Thirty-Eighth Supplemental Ordinance (as defined below). While this Bond is m the
Fixed Rate Mode, accrued and unpaid interest shall be due and payable as provided in the Thirty-
Eighth Supplemental Ordinance. The payment of the Purchase Price of this Bond on any
Mandatory Purchase Date shall be made by wire transfer in immediately available funds by the
Tender Agent to the account specified by the Owner in a written direction received by the Tender
Agent or if no such account number is furnished, by check mailed by the Tender Agent to the
Owner at the address appearing on the books required to be kept by the Paying Agent/Registrar
pursuant to the Thirty-Eighth Supplemental Ordinance. Any such direction shall. remain in effect
until revoked or revised by such Owner by an instrument in writing delivered to the Paying
Agent/Registrar or the Tender Agent, as the case may be. For the purpose of the payment of
interest on this Bond, the registered owner shall be the person in whose name this Bond is
registered at the close of business on the `Record Date, which while this Bond is in the Auction
Rate Mode shall be the opening of business on the Business Day next preceding an Interest
Payment Date; provided, however, that in the event of nonpayment of interest on a scheduled
Interest Payment Date, and for 30 days thereafter anew record date for such interest payment (a
`Special Record Date") will be established by the Payuig Agent/Registrar if and when funds for
the payment of such interest have been received. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (the `Special Payment Date, which shall be 15
days after the Special Record Date) shall be sent at least five business days prior to the Special
Record Date by United States mail, first class postage prepaid, to the address of each Holder of a
Bond appearing on the books of the Paying Agent/Registrar at the close of business on the last
business day preceding the date of mailing such notice.
If a date for the payment of the principal of or interest on the Bonds is a Saturday
Sunday legal holiday or a day on which banking institutions in the Cities or in the city in which
the Designated Payment/Transfer Office is located are authorized by law or executive order to
close, then the date for such payment shall be the next succeeding Business Day and payment on
such date shall have the same force and effect as if made on the original date payment was due.
This Bond is one of a series of fully registered bonds specified m the title hereof, dated
1 2003 issued in the aggregate principal amount of $_,000 000 pursuant. to the
`Controlling Ordinances, as defined in the Thirty Eighth Supplemental Concurrent Bond
Ordinance adopted concurrently by the City Councils of the Cities (the `Thirty Eighth
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Supplemental Ordinance"). The Controlling Ordinances and the Thlrty-Elghth Supplemental
Ordinance are herein collectively referred to as the `Ordinances. This Bond is one of the
Additional. Obligations authorized by the Ordinances and is subject to the terms and provisions
thereof. The Ordinances and their respective terms and provisions are incorporated herein for all
purposes.
The Bonds were issued by the Cities for the purposes of obtauung funds to pay a portion
of the costs of certain security improvements at the Airport, to provide for capitalized interest, to
provide funding for the Debt Service Reserve Requirement through either the deposit of Bond
proceeds or entering into a surety or such other agreement and to pay the Cities and the Board s
costs incurred in connection with the issuance of the Bonds, including the costs of the Policy or
Policies for Insurance or the surety or debt service reserve agreement.
The Bonds and the interest thereon are payable from, and axe secured by a first lien on
and pledge of the Pledged Revenues and the Pledged Funds.
The lien on and pledge of the Pledged Revenues and Pledged Funds created and granted
in the Ordinances in favor of the Bonds is on a panty with the lien and pledge thereof granted by
the Cities in favor of the Holders of Outstanding Obligations and any Additional Obligations or
Panty Credit Agreement Obligations that may be issued or executed pursuant to the Controlling
Ordinances, as defined and permitted therein. The Citles have reserved the right in the
Ordinances to issue Additional Obligations and Panty Credit Agreement Obligations that, after
issuance, may be secured by liens on and pledges of the Pledged Revenues and Pledged Funds
on a panty with the lien thereon in favor of the Bonds.
The Citles have also reserved the right in the Ordinances to issue Subordinate Lien
Obligations, and Net Revenue Obligations and Credit Agreement Obligations in connection
therewith, provided the hen and pledge securing the same are expressly made humor and
subordinate to the pledge and lien securing the Obligations and Panty Credit Agreement
Obligations.
All covenants requiring the Cities to pay principal and lnterest or other payments on
Obligations, Subordinate Lien Obligations, Net Revenue Obligations, and Credit Agreement
Obligations shall be point, and not several, obligations, and all monetary obligations shall be
payable and collectible solely from the revenues and funds expressly pledged thereto by the
Ordinances or by an Additional Supplemental Ordinance, such revenues and funds being owned
in undivided interests by the City of Dallas (to the extent of 7/llths thereof) and by the City of
Fort Worth (to the extent of 4/llths thereof), and, each and every Holder shall by his acceptance
of this Bond consent and agree that no claim, demand, suit, or judgment for the payment of
money shall ever be asserted, filed, obtained or enforced against either of the Cities apart from
the other Clty and from sources other than the funds and revenues pledged thereto and no
liability or judgment shall ever be asserted, entered or collected against either City individually
except out of such pledged revenues and exceeding in the case of Dallas an amount equal to
7/1 lths of the total amount asserted or demanded, and in the case of Fort Worth an amount equal
to 4/llths of the total amount asserted or demanded. The Holders hereof shall never have the
right to demand payment of this obligation out of any funds raised or to be raised by taxation.
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DETERMINATION OF INTEREST
This Bond is initially issued in the Auction Rate Mode. The Mode applicable to this
Bond may at any time be changed to a Fixed Rate Mode, all as provided in the Thirty-Eighth
Supplemental Ordinance. From the Original Issue Date set forth above to the initial Auction
Date specified in accordance with the Thirty-Eighth Supplemental Ordinance for the Bonds, this
Bond shall bear interest at a rate per annum specified in accordance with the Thirty-Eighth
Supplemental Ordinance. During any other Interest Penod or Auction Period, as the case may
be, in any Mode, the interest rate applicable to this Bond will be determined at the tunes and in
the manner provided in the Thirty-Eighth Supplemental Ordinance.
While this Bond is in a Fixed Rate Mode, interest hereon shall be computed on the basis
of a year of 360 days composed of twelve 30-day months. While this Bond is in an Auction Rate
Mode, interest hereon shall be computed on the basis of a 360-day year for the actual number of
days elapsed to the Interest Payment Date.
PURCHASE OF BOND
This Bond is subject to mandatory purchase at a price equal to the Purchase Price thereof
on the Mandatory Purchase Date.
Notice of any proposed Mandatory Purchase Date shall be given to Owners of Bonds by
the Paying Agent/Registrar as provided in the Thirty-Eighth Supplemental Ordinance. The
Owner of this Bond does not have the right to retain it after any Mandatory Purchase Date.
Funds for the payment of the Purchase Price due on a.Mandatory Purchase Date shall be
derived solely from the sources in the order of priority indicated and under the terms and
conditions provided in the Thirty-Eighth Supplemental Ordinance. None of the Board, the
Cltles, the Tender Agent nor the Remarketing Agent shall have any liability or obligation to pay
or except from the sources identified in the Thirty-Eighth Supplemental Ordinance, make
available such Purchase Price. Unless otherwise provided in a certificate of an Authorized
Officer delivered to the Paying Agent/Registrar and Tender Agent on a Mandatory Purchase
Date, the failure to pay any such Purchase Pnce for Bonds that have been tendered or deemed
tendered for purchase from the sources identified in the Thirty-Eighth Supplemental Ordinance
shall not constitute an Event of Default under the Thirty-Eighth Supplemental Ordinance or the
Controlling Ordinances and in the case of such failure such Bonds shall not be purchased and
shall remain in the Auction Rate Mode.
REDEMPTION OF BOND
This Bond shall be subject to redemption prior to maturity at the option of the Board, in
whole or in part, on the redemption dates and at the Redemption Prices and. in the manner and
under the terms and conditions provided. in the Thirty-Eighth Supplemental Ordinance.
Under certain conditions described in the Thirty-Eighth Supplemental Ordinance, the
Board on behalf of the Cities may in connection with a change in the Mode to a Fixed Rate
Mode, waive or otherwise alter its rights to redeem thereafter any Bonds of which this Bond is
one in the Fixed Rate Mode.
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The Bonds are subject to mandatory sinking fund redemption in part (in accordance with
procedures of DTC, so long as DTC is the sole registered owner and otherwise at random in
such manner as the Paying Agent/Registrar in its discretion deems proper) on November 1 or if
November 1 is not an Interest Payment Date, then on the succeeding Interest Payment Date, of
each year and in the respective principal amounts set forth below at 100% of the principal
amount thereof, plus accrued interest to the Redemption Date, from Sinking Fund Installments
which are required to be made in amounts sufficient to redeem on November 1 or if November 1
is not an Interest Payment Date, then on the succeeding Interest Payment Date, of each year set
forth below the principal amount of such respective Bonds specified for each of the years shown
below
Sinking Fund Installments
Year Principal Amount
*Stated Maturity Date
The Paying Agent/Registrar will select at random the specific Bonds in Authorized
Denominations to be redeemed by mandatory redemption as provided in the Thirty-Eighth
Supplemental Ordinance and the Officers Pricing Certificate.
Notice of such redemption or redemptions shall be given by first class mail, postage
prepaid, not less than 15 days (or if the Bonds are in the Fixed Rate Mode, 30 days) before the
date fixed for redemption, to the registered owner of each of the Bonds to be redeemed in whole
or in part. Notice having been so given, the Bonds or portions thereof designated for redemption
shall become due and payable on the redemption date specified in such notice; from and after
such date, notwithstanding that any of the Bonds or portions thereof so called for redemption
shall not have been surrendered for payment, interest on such Bonds or portions thereof shall
cease to accrue.
As provided in the Ordinances, and subject to certain limitations therein set forth, this
Bond is transferable upon surrender of this Bond for transfer at the Designated Paymentl'Transfer
Office, with such endorsement or other evidence of transfer as is acceptable to the Paying
Agent/Registrar and, thereupon, one or more new fully registered Bonds of the same stated
maturity of authorized denominations, bearing the same rate of interest, and for the same
aggregate principal amount will be issued to the designated transferee or transferees.
Neither the Cities, the Board, nor the Paying Agent/Registrar shall be required to issue,
transfer or exchange any Bond called for redemption where such redemption is scheduled to
occur within 45 calendar days of the transfer or exchange date; provided, however such
limitation shall not be applicable to an exchange by the registered owner of the uncalled
principal balance of a Bond.
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The Cities, the Board, the Paying Agent/Registrar and any other person may treat the
person m whose name this Bond is registered as the owner hereof for the purpose of receiving
payment as herein provided (except interest shall be paid to the person in whose name this Bond
is registered on the Record Date or Special Record Date, as applicable) and for all other
purposes, whether or not this Bond be overdue, and neither the Crtles, the Board, nor the Paying
Agent/Registrar shall be affected by notice to the contrary
IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond and the
serves of which it is a part is duly authorized by law• that all acts, conditions and things required
to be done precedent to and in the issuance of the Bonds have been properly done and performed
and have happened in regular and due time, form and manner, as required by law
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IN WITNESS WHEREOF the City Council of the- City of Dallas, Texas, has caused the
facsunile seal of that City to be placed hereon and this Bond to be signed by the facsimile
signature of its Mayor and countersigned by the facsimile signatures of its City Manager and
City Secretary and the City Council of the Crty of Fort Worth, Texas, has caused the facsimile
seal of that City to be placed hereon and this Bond to be signed by the facslmile signature of its
Mayor countersigned by the facsimile signature of its Clty Secretary and approved as to form
and legality by its Clty Attorney
COUNTERSIGNED•
City Manager
Crty of Dallas, Texas
Mayor
City of Dallas, Texas
City Secretary
City of Dallas, Texas
COUNTERSIGNED•
City Secretary
Crty of Fort Worth, Texas
Mayor
City of Fort Worth, Texas
APPROVED AS TO FORM AND LEGALITY
City Attorney
City of Fort Worth, Texas
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(b) fForm of Certificate of Pav1n~A e~ lstrarl
CERTIFICATE OF PAYING AGENT/REGISTRAR
This is one of the Bonds referred to in the within mentioned Ordinances. The senes of
Bonds of which this Bond is a part was onginally issued as orie Initial Bond which was approved
by the Attorney General of the State of Texas and registered by the Comptroller of Public
Accounts of the State of Texas.
as Paying AgentlRegistrar
Dated.
By
Authonzed Signatory
(c) fFonn of Assi~nmentl
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns, and transfers unto (pnnt or
typewrite name, address and Zip Code of transferee)
(Social Secunty or other identifying number 1 the within Bond and all
rights hereunder and hereby irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept for registration hereof, with full power of
substitution in the premises.
Date:
NOTICE. The signature on this Assignment must
Signature Guaranteed By correspond with the name of the registered owner
as it appears on the face of the within Bond in
- every particular and must be guaranteed in a
manner satisfactory to the Paying Agent/Registrar
Authorized Signatory
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(d) Initial Bond Insertions.
(i) The Initial Bond shall be in the form set forth in paragraph (a) of
this Section, except that:
(A) immediately under the name of the Bond, the
heading `CUSIP NO _ shall be deleted, and
(B) the Initial Bond shall be numbered T 1
(ii) The following Registration Certificate of Comptroller of Public
Accounts shall appear on the Initial Bond in lieu of the Certificate of the Paying
Agent/Registrar•
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER §
OF PUBLIC ACCOUNTS § REGISTER NO
THE STATE OF TEXAS §
I HEREBY CERTIFY THAT there ns on file and of record in my office a certificate to
the effect that the Attorney General of the State of Texas has approved tlis Bond as required by
law and that he finds that it has been issued in conformity with the constitution and laws of the
State of Texas, and that this Bond has been registered this day by me.
WITNESS MY SIGNATURE AND SEAL OF OFFICE this
[SEAL]
Comptroller of Public Accounts
of the State of Texas
Section 6.3 CUSIP Registration. The Cities may secure identification numbers
through the CUSIP Service Bureau Division of Standard & Poor's Corporation, New York, New
York, and may authorize the punting of such numbers on the face of the Bonds. It is expressly
provided, however that the presence or absence of CUSIP numbers on the Bonds shall be of no
significance or effect as regards the legality thereof and neither the Cities, the Board, nor the
attorneys approving said Bonds as to legality are to be held responsible for CUSIP numbers
incorrectly punted on the Bonds.
Section 6 4 Le alg_Opiuon. The approving legal opiuons of McCall, Parkhurst &
Horton L.L.P Vinson & Elkins L.L.P and Renee Higginbotham-Brooks, Esq Co-Bond
Counsel shall be delivered to the Paying Agent/Registrar and the delivery thereof shall be
acknowledged by the Paying Agent/Registrar on behalf of the Holders of the Bonds.
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ARTICLE VII
EXECUTION APPROVAL, REGISTRATION, SALE
AND DELIVERY OF BONDS AND RELATED DOCUMENTS
Section 7 1 Method of Execution, Delivery of Initial Bond. (a) Each of the Bonds
shall be signed and executed on behalf of the City of Dallas by the manual or facsunile signature
of rts Mayor and countersigned by the manual or facsimile signatures of rts City Manager and
City Secretary and the corporate seal of that City shall be impressed, printed, lithographed or
otherwise reproduced or placed on each bond. Each of the Bonds shall be signed and executed
on behalf of the City of Fort Worth by the manual or facsimile signature of its Mayor and
countersigned by the manual or facsimile signature of its Crty Secretary• the same shall be
approved as to form and legality by the manual or facsunile signature of the City Attorney of the
City and its corporate seal shall be unpressed, printed, lithographed or otherwise reproduced or
placed upon each bond. All manual or facsimile signatures placed upon the Bonds shall have the
same effect as if manually placed thereon, all to be done in accordance with Applicable Law
(b) In the event the Mayor City Secretary City Manager or City Attorney of either of
the Cities is absent or otherwise unable to execute any document or take any action authorized
herein, the Mayor Pro Tem, the Assistant City Secretary. an Assistant City Manager or an
Assistant City Attorney respectively shall be authorized to execute such documents and take
such actions, and the performance of such duties by the Mayor Pro Tem and the Assistant City
Secretary and an Assistant City Manager and an Assistant City Attorney shall, for the purposes
of this Ordinance, have the same force and effect as if such duties were performed by the Mayor
City Secretary City Manager and City Attorney respectively If any official from either City
whose manual or facsimile signature shall appear on the Bonds, shall cease to be such official
before the Authentication of the Bonds or before delivery of the Bonds, such manual or facsimile
signature shall nevertheless be valid and sufficient for all purpose as if such official had
remained in such office.
(c) On the Closing Date, one `Imtial Bond, representing the entire principal amount
of the Bonds, payable in stated installments to the Purchaser or its designee, executed by manual
or facsimile signatures of the Mayors and the City Manager of the Crty of Dallas and
countersigned by the City Secretaries of the Cities and approved as to form and legality by the
City Attorney of the City of Fort Worth, approved by the Attorney General of Texas, and
registered and manually signed by the Comptroller of Public Accounts of the State, will be
delivered to the Purchaser or its designee. Upon payment for the Initial Bond, the Paying
Agent/Registrar shall cancel the Initial Bond and deliver to DTC on behalf of the Purchaser
registered defimtive Bonds as described in Section 3 7
(d) Except as provided below no Bond shall be valid or obligatory for any purpose or
be entitled to any security or benefit of this Ordinance unless and until there appears thereon the
Certificate of Paying Agent/Registrar substantially in the form provided in this Ordinance, duly
authenticated by manual execution of the Paying Agent/Registrar It shall not be required that
the same authorized representative of the Paying Agent/Registrar sign the Certificate of Paying
Agent/Registrar on all of the Bonds. In lieu of the executed Certificate of Paying
AgentlRegistrar described above, the Initial Bond shall have attached thereto the Comptroller's
Registration Certificate substantially in the form provided in this Ordinance, manually executed
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27
by the Comptroller of Public Accounts of the State or by his duly authorized agent, which
certificate shall be evidence that the Initial Bond has been duly approved by the Attorney
General of the State and that it is a valid and binding obligation of the Cities, and has been
registered by the Comptroller
Section 7.2 Approval and Registration. The Board is hereby authorized to have
control and custody of the Bonds and all necessary records and proceedings pertaimng thereto
pending their delivery and the Chairman, and the officers and employees of the Board and of the
Cities are hereby authorized and instructed to make such certifications and to execute such
instruments as may be necessary to accomplish the delivery of the Bonds or the Initial Bond to
the Attorney General of the State of Texas and to assure the investigation, examination and
approval thereof by the Attorney General and their registration by the Comptroller of Public
Accounts. Upon registration of the Bonds, the Comptroller of Public Accounts (or a deputy
designated in wasting to act for him) shall manually sign the Comptroller's Registration
Certificate accompanying the Bonds and the seal of the Comptroller shall be impressed, or
placed in facsimile, on such certificate. The Chairman of the Board and the Chief Executive
Officer of the Airport shall be further authorized to make such agreements and arrangements
with the purchasers of the Bonds and with the Paying Agent/Registrar as may be necessary to
assure that the Bond will. be delivered to such purchasers in accordance with the terms of sale.
Section 7.3 TEFRA Approval. Any Authorized Officer or the Assistant Vice
President Finance is hereby appointed to be the designated Hearing Officer for a public hearing
relating to the Bonds to be held for purposes of satisfying Section 147 of the Code and the
Mayors are hereby authorized to approve the issuance of the Bonds and the use of the proceeds
thereof for the purpose of satisfying the requirements of Section 147 of the Code.
Section 7 4 Approval of Credit Agreements. The Board is authorized to enter into
Credit Agreements relating to the Bonds from time to time while the Bonds are Outstanding in
accordance with Applicable Law
Section 7.5 Approval of Auction Agreement. (a) The Auction Agreement, m
substantially the form attached hereto as Appendix D is hereby approved and accepted.
(b) The respective officials of the Cities and of the Board, whose names appear
thereon, are authorized to execute and deliver the Auction Agreement to the Auction Agent on
and as of the Closing Date, with such changes therein as such officers shall deem appropriate and
in the best interests of the Cities and the Board, as conclusively evidenced by their execution
thereof.
(c) Unless otherwise provided, each of the Authorized Officers, acting on behalf of
the Board and the Cities, is authorized to exercise any rights reserved by or granted to, or take
any action permitted to be taken by the Cities and the Board under the Auction Agreement or
described in this Ordinance relating to the Auction Agreement.
Section 7 6 Approval of Broker Dealer Agreement. (a) The Broker Dealer
Agreement, in substantially the form attached hereto as Appendix E, is hereby approved and
accepted.
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(b) The respective officials of the Cities and of the Board, whose names appear
thereon, are authonzed to execute and deliver the Broker Dealer Agreement to the Broker Dealer
on and as of the Closing Date, with such changes therein as such officers shall deem appropnate
and in the best. interests of the Cltles and the Board, as conclusively evidenced by their execution
thereof.
(c) Unless otherwise provided, each of the Authonzed Officers, acting on behalf of
the Board and the Cities, is authorized to exercise any nghts reserved by or granted to, or take
any action permitted to be taken by the Cities and the Board under the Broker Dealer
Agreement.
(d) Each of the Authorized Officers is hereby authonzed, if appropnate, to execute
and deliver on behalf of the Cities and the Board multiple broker-dealer agreements having
substantially the terns set forth in the Broker Dealer Agreement.
Section 7 7 Official Statement. In connection vcnth the offer and sale of the Bonds, a
preliminary official statement and a final official statement are hereby duly authonzed. A copy
of the preliminary official statement (the `Preliminary Official Statement") has been presented to
and considered at this meeting, and is attached as Appendix F The execution of a final official
statement for the Bonds and any supplements thereto which maybe necessary to accomplish the
issuance of Bonds is hereby authonzed, which such changes therein as shall be approved by an
Authonzed Officer, such person s execution of the Officers Prcing Certificate for the Bonds to
constitute conclusive evidence of such approval.
Section 7 8 Further Action. The Authorzed Officers and each of them are authonzed,
empowered and directed to execute such other documents in addition to those enumerated herein
and to take such other actions as they deem necessary or advisable in order to carry out and
perform the purposes of this Ordinance, including, without limitation, the execution, when
required or appropnate in fulfilling the terms of this Ordinance, of a Remarketing Agreement
with a Remarketing Agent to be selected by the Board and a Tender Agency Agreement with a
Tender Agent to be selected by the Board.
Section 7.9 Attorney General Modification. In order to obtain the approval of the
Bonds by the Attorney General of the State of Texas, any provision of this Ordinance may be
modified, altered or amended after the date of its adoption if required by the Attorney General in
connection with the Attorney General s examination as to the legality of the Bonds and approval
thereof in accordance with the applicable law Such changes, if any shall be provided to the
City Secretary of each City and such City Secretary shall insert such changes into this Ordinance
as if approved on the date hereof.
ARTICLE VIII
GENERAL PROVISIONS
Section 8 1 Deposit and Uses of Bond Proceeds. The proceeds received from the sale
of the Bonds shall be as applied as follows. (i) an amount shall be deposited to the Debt Service
Reserve Fund or shall be used to purchase a Credit Agreement, which .together with the amount
on deposit therein, is equal to the Debt Service Reserve Requirement; (ii) an amount shall be
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deposited to the Capitalized Interest Account of the Construction Fund to pay capitalized interest
on the Bonds, (iii) an amount shall be deposited to the Construction Fund for payment of the
costs of certain security improvements at the Airport; and (iv) an amount equal to the Cities and
the Board s costs of issuance of the Bonds will be deposited into the Construction Fund.
Section 8.2 Payment of the Bonds. While any of the Bonds are outstanding and
unpaid, the Board shall make available to the Paying Agent/Registrar, out of the Debt Service
Fund or the Debt Service Reserve Fund, the amounts and at the times required by this Ordinance
and the Controlling Ordinances, money sufficient to pay when due all amounts required to be
paid by this Ordinance, the Controlling Ordinances, the Outstanding Ordinances, and the
Additional Supplemental Ordinances, if any that authorize the issuance of Initial Obligations or
Additional Obligations.
Section 8.3 Representations and Covenants. (a) The Cities and the Board will
faithfully perform at all times any and all covenants, undertakings, stipulations, and provisions
contained in the Controlling Ordinances and this Ordinance; the Cities will promptly pay or
cause to be paid from Pledged Revenues the principal of, interest on, and premium, if any with
respect to each Bond on the dates and at the places and manner prescribed in each Bond, and the
Cities will, at the times and in the manner prescribed by this Ordinance, deposit or cause to be
deposited the amounts of money specified by the Controlling Ordinances and this Ordinance.
(b) The Cities are duly authorized by Applicable Law to issue the Bonds, all action
on their part for the issuance of the Bonds has been duly and effectively taken, and the Bonds in
the hands of the Holders are and will be valid and enforceable special obligations of the Cities
and the Board m accordance with their terms.
(c) The Board, the officers, employees and agents are .hereby directed to observe,
comply with and carry out the terms and provisions of this Ordinance.
Section 8 4 Covenants Re ardmg Tax Exemption. The Cities and the Board covenant
to take any action necessary to assure, or refrain from any action which would adversely affect,
the treatment of the Bonds as obligations described in section 103 of the Internal Revenue Code
of 1986 as amended (the `Code"), the interest on which is not includable m the gross income"
of the holder for purposes of federal income taxation. In furtherance thereof; the Cities and the
Board covenant as follows.
(a) to take such action or refrain from such action which would result in the Bonds
not being exempt facility bonds" as the term is defined in section 142 of the Code; in particular
which would result in less than 95 percent of the net proceeds being used to provide an `airport"
within the meaning of section 142(a)(1) of the Code;
(b) to take such action to assure at all times while the Bonds remain outstanding, the
facilities, directly or indirectly financed with the proceeds thereof will be owned by a
governmental unit;
(c) that no part of the facilities, directly or indirectly financed with the proceeds of
the Bonds will constitute (i) any lodging facility (ii) any retail facility (including food or
beverage facilities) in excess of a size necessary to serve passengers and employees at the
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exempt facility (iii) any retail facility (other than parking) for passengers or the general public
located outside the exempt facility terminal, (iv) any office building for individuals who are not
employees of a governmental umt or of the operating authority for the exempt facility or (v) any
industrial park or manufacturing facilry
(d) that the maturity of the Bonds does not exceed 120 percent of the economic life. of
the facilities, directly or indirectly financed with the proceeds of the Bonds, as more specifically
set forth m section 147(b) of the Code;
(e) that fewer than 25 percent of the proceeds of the Bonds will be used for the
acquisition of land or an interest therein, unless such land is acquired for noise abatement or
wetland preservation or the future use of the Airport, and there is no other significant use of such
land,
(f) that any property acquired, directly or indirectly with the proceeds of the Bonds
was not. placed-in-service prior to such acquisition unless the provisions of section 147(d) of the
Code, relating to rehabilitation, are satisfied,
(g) that the costs of issuance to be financed with the proceeds of the Bonds do not
exceed two (2) percent of the proceeds of the Bonds,
(h) to refrain from taking any action that would result in the Bonds being `federally
guaranteed" within the meaning of section 149(b) of the Code;
(i) to refrain from using any portion of the proceeds of the Bonds, directly or
indirectly to acquire or to replace funds which were used, directly or indirectly to acquire
investment property (as defined in section 148(b)(2) of the Code) which produces a materially
higher yield over the term of the Bonds, other than investment property acquired with
(i) proceeds of the Bonds invested for a reasonable temporary period,
within the meaning of Section 148 of the Code, of 3 years or less until such
proceeds are needed for the purpose for which the bonds are issued,
(ii) proceeds or amounts invested in a bona fide debt service fund,
within the meaning of section 1 148-1(b) of the Treasury Regulations, and
(iii) amounts deposited in any reasonably required reserve or
replacement fund to the extent such amounts do not exceed 10 percent of the
stated principal amount (or in the case of a discount, the issue price) of the
Bonds,
(j) to otherwise restrict the use of the proceeds of the Bonds or amounts treated as
proceeds of the Bonds, as may be necessary to satisfy the requirements of section 148 of the
Code (relating to arbitrage);
(k) to create and maintain a Rebate Fund, as required below to pay to the United
States of America at least once during each five-year period (beginning on the date of delivery of
the Bonds) an amount that is at least equal to 90 percent of the `Excess Earnings, within the
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meaning of section 148(f) of the Code and to pay to the United States of America, not later than
60 days after the Bonds have been paid in full, 100 percent of the amount then required to be.
paid as a result of Excess Earnings under section 148(f) of the Code; and
(1) to maintain such records as will enable the Cities to fulfill their responsibilities
under this section and section 148 of the Code and to retain such records for at least six years
following the final payment of principal and interest on the Bonds.
In order to facilitate the requirements of subsection (k) of this Section, the Rebate Fund
shall be established and maintained by the Board, on behalf of itself and the Cities, for the sole
benefit of the United States of Amenca, and such fund shall not be subject to the claim of any
other Person, including Holders and Credit Providers. Amounts on deposit m the Rebate Fund in
accordance with section 148 of the Code shall be paid periodically to the United States of
Amenca m such amounts and at such times as are required by said section.
The Cities understand that the term `proceeds" includes disposition proceeds, as
defined m the Treasury Regulations, and, in the case of refunding bonds, transferred proceeds (if
any) and proceeds of the refunded bonds expended prior to the date of issuance of the Bonds. It
is the understanding of the Cities that the covenants contained in this Ordinance are intended to
assure compliance with the Code and any regulations or rulings promulgated by the U.S
Department of the Treasury pursuant thereto In the event that regulations or rulings are
hereafter promulgated which modify or expand provisions of the Code, as applicable to the
Bonds, the Cities and the Board will not be required to comply with any covenant contained
herein to the extent that such failure to comply in the opinion of nationally-recognized bond
counsel, will not adversely affect the exemption from federal income taxation of interest on the
Bonds under section 103 of the Code. In the event that regulations or rulings are hereafter
promulgated which unpose additional requirements which are applicable to the Bonds, the Cities
and the Board agree to comply with the additional requirements to the extent necessary in the
opinion of nationally-recognized bond counsel, to preserve the exemption from federal income
taxation of interest on the Bonds under section 103 of the Code.
Section 8.5 Disposition of Proiect. The Cities covenant that the property constituting
the projects financed or refinanced with the proceeds of the Bonds will not be sold or otherwise
disposed in a transaction resulting in the receipt by the Cities of cash or other compensation,
unless the Cities obtain an opinion ofnationally-recognized bond counsel that such sale or other
disposition will not adversely affect the tax-exempt status of the Bonds. For purposes of the
foregoing, the portion of the property comprising personal property and disposed in the ordinary
course shall not be treated as a transaction resulting in the receipt of cash or other compensation.
For purposes hereof, the Cities shall not be obligated to comply with this covenant if they obtain
an opinion that such failure to comply will not adversely affect the excludability for federal
income tax purposes from gross income of the interest on the Bonds.
Section 8 6 Allocation of, and Limitation on, Expenditures for the Project. The Cities
and the Board covenant to account for the expenditure of sale proceeds and investment earnings
to be used for the purposes described in Section 3 1 of this Ordinance (the `Project") on its books
and records by allocating proceeds to expenditures within 18 months of the later of the date that
(1) the expenditure is made, or (2) the Project is completed. The foregoing notwithstanding, the
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Cities and the Board shall not expend sale proceeds or investment earnings thereon more than 60
days after the earlier of (1) the fifth anniversary of the delivery of the Bonds, or (2) the date the
Bonds are retired, unless the Cities and the Board obtain an opinion of nationally-recognized
bond counsel that such expenditure will not adversely affect the tax-exempt status of the Bonds.
For purposes hereof, the Cities and the Board shall not be obligated to comply with this covenant
if they obtain an opinion that such failure to comply will not adversely affect the excludability
for federal income tax purposes from gross income of the interest on the Bonds.
Section 8 7 Bond Insurance and Credit Agreements. The Bonds have been offered
with one or more commitments for bond insurance provided by the Insurer or Insurers and the
Debt Service Reserve Requirement may be satisfied with the purchase of a Credit Agreement,
with the bond insurance and/or Credit Agreement to be evidenced by one or more of the then
current legal forms of the Policy or Policies. The Cities have sold one or more maturities of the
Bonds based on such insurance but are not required to obtain bond insurance from another
source if the Insurer does not honor or is unable to honor its obligations to deliver the Policy or
Policies on the Closing Date. In the event such insurance is not issued as to one or more
maturities on the Closing Date or the Cities do not enter into a Credit Agreement to fund the
Debt Service Reserve Requirement as a result of issuing the Bonds, respectively this
Section shall be of no force and effect. In accordance with the terms and conditions imposed by
the Insurer or Insurers or Credit Provider or Credit Providers, and subject to the preceding
sentence, the Cities covenant and agree that:
(a) Upon the occurrence of an Event of Default which would require any Insurer or
Credit Provider to make payments under a Policy or Credit Agreement, each obligated Insurer or
Credit Provider and its designated agent shall be provided with access to the registration books
relating to the Bonds. In addition, each obligated Insurer or Credit Provider shall be deemed the
sole Holder of the Bonds that it has insured with respect to any action taken pursuant to
Article VII of the Thirtieth Ordinance. In deterrruning whether a payment default relating to the
Bonds has occurred pursuant to Section 7 1(i) and (ii) of the Thirtieth Ordinance, no effect shall
be given to payments made under any Policy or Credit Agreement. Furthermore, notice of any
payment default with respect to the Bonds shall be given immediately by the Board to each
Insurer or Credit Provider
(b) Notwithstanding any other provision of this Ordinance, no resignation or removal
of the Paying Agent/Registrar shall become effective until a successor has been appointed and
has accepted the duties of the Paying Agent/Registrar Each Insurer and Credit Provider shall be
furnished with written notice of the resignation or removal of the Paying Agent/Registrar and the
appointment of any successor thereto
(c) The following information and data shall be provided to each Insurer and Credit
Provider by the Board periodically as follows.
(i) Annually when available, the Airport budget as approved by the
Cities and the annual audited financial statements.
(ii) An official statement or offering document, if any prepared in
connection with the issuance of any Obligations.
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(iii) Notice of any draw upon the Debt Service Reserve Fund.
(iv) Simultaneously with the delivery of the annual audited financial
statements such other statistical data concerning passenger statistics, landing
weights and aircraft operations as are compiled and made generally available by
the Airport.
ARTICLE IX
REPEAL, SEVERABILITY AND EFFECTIVE DATE
Section 9 1 Ordinance Irrepealable. After any of the Bonds shall be issued, this
Ordinance shall constitute a contract between the Cities, the Holders, and each Insurer and this
Ordinance shall be and remain inrepealable until the Bonds and the interest thereon shall be fully
paid, canceled, refunded or discharged or provision for the payment thereof shall be made.
Section 9.2 Severability If any Section, paragraph, clause or provision of this
Ordinance shall for any reason be held to be invalid or unenforceable, the invalidity or lack of
enforceability of such Section, paragraph, clause or provision shall not affect any of the
remaining provisions of this Ordinance. If any Section, paragraph, clause or provision of the
Contract and Agreement shall for any reason be held to be invalid or unenforceable, the
invalidity or lack of enforceability of such Section, paragraph, clause or provision shall not affect
any of the remaining provisions of the Contract and Agreement, or of any other provisions of this
Ordinance not dependent directly for effectiveness upon the provision of the Contract and
Agreement thus declared to be invalid and unenforceable.
Section 9.3 Effective Date. This Ordinance, when duly passed by both Cities, shall be
in full force and effect.
(Verification Pages Follow)
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APPROVED AND ADOPTED BY THE DALLAS CITY COUNCIL THIS
, 2003 °
APPROVED AS TO FORM.
City Attorney
City of Dallas, Texas
Signature Page to Thirty-Eighth Supplemental Concurrent Bond Ordinance
PASSED BY THE FORT WORTH CITY COUNCIL THIS .2003
(SEAL)
Mayor City of Fort Worth, Texas
ATTEST
City Secretary
City of Fort Worth, Texas
APPROVED AS TO FORM AND LEGALITY
City Attorney
City of Fort Worth, Texas
Signature Page to Thirty Eighth Supplemental Concurrent Bond Ordinance
THE STATE OF TEXAS
COUNTY OF DALLAS
CITY OF DALLAS
I, Shirley Acy City Secretary of the City of Dallas, Texas, do hereby certify
1 That the above and foregoing is a true and correct copy of an excerpt from the
minutes of the City Council of the City of Dallas, had m regular meeting, , 2003
confirming the passage of Dallas/Fort Worth International Airport Thirty Eighth Supplemental
Concurrent Bond Ordinance authorizing the issuance of Dallas/Fort Worth International Airport
Joint Revenue Auction Rate Bonds, Serves 2003C which ordinance is duly of record in the
minutes of said City Council.
2 That said meeting was open to the public, and public notice of the time, place and
purpose of said meeting was given, all as required by Chapter 551 Texas Government Code; as
amended.
WITNESS MY HAND and seal of the City of Dallas, Texas, this day of
.2003
City Secretary
City of Dallas, Texas
(SEAL)
Signature Page to Thirty-Eighth Supplemental Concurrent Bond Ordinance
THE STATE OF TEXAS
COUNTY OF TARRANT
CITY OF FORT WORTH
I, Glona Pearson, City Secretary of the City of Fort Worth, Texas, do hereby certify
1 That the above and foregoing is a true and correct copy of an Ordinance, duly
presented and passed by the City Council of the City of Fort Worth, Texas, at a regular meeting
held on , 2003 as same appears of record m the Office of the City Secretary
2. That said meeting was open to the public, and public notice of the time, place and
purpose of said meeting was given, all as required by Chapter 551 Texas Government Code, as
amended.
WITNESS MY HAND and the Official Seal of the City of Fort Worth, Texas, this
day of, 2003
City Secretary
City of Fort Worth, Texas
(SEAL)
Signature Page to Thirty-Eighth Supplemental Concurrent Bond Ordinance