HomeMy WebLinkAboutOrdinance 11235ORDINANCE NO. ;~~
AN ORDINANCE PROVIDING FOR THE ISSUANCE OF TWENTY THREE
MILLION FIVE HUNDRED FIFTY FIVE THOUSAND DOLLARS
($23,555,000) OF THE GENERAL PURPOSE IMPROVEMENT AND
REFUNDING BONDS, SERIES 1993, OF THE CITY OF FORT WORTH,
TEXAS, BEARING INTEREST AT THE RATES HEREINAFTER SET
FORTH, AND PROVIDING FOR THE LEVY, ASSESSMENT AND
COLLECTION OF A TAX SUFFICIENT TO PAY THE INTEREST ON
SAID BONDS AND TO CREATE A SINKING FUND FOR THE
REDEMPTION THEREOF AT MATURITY; REPEALING ALL ORDINANCES
IN CONFLICT HEREWITH; AND PROVIDING THAT THIS ORDINANCE
SHALL BE IN FORCE AND EFFECT FROM AND AFTER THE DATE OF
ITS PASSA~E.
WHEREAS, it is deemed advisable and to the best interest of
the City of Fort Worth (the "City" or the "Issuer") that certain
general purpose bonds authorized at elections previously held in
said City be combined in a single issue and sold at this time, the
dates of election, amount of bonds authorized thereat, purpose,
amount of bonds previously sold, and the amount now to be sold
being as follows:
DATE OF
AMOUNT AMOUNT
PREVIOUSLY
AMOUNT
ELECTION AUTHORIZED PURPOSE SOLD NOW OFFERED
May 22, 1982 S 77,28s,000 Street Impr. S 77,OS0,000 $ -0-
March 22, 1986 115,600,000 Street Impr. 109,86s,s00 4,860,000
March 22, 1986 10,000,000 Library Imp. 7,370,000 -0_
March 22, 1986 s,750,000 Pub. Safety Impr. s,110,000 -0-
March 22, 1986 1b,6s0,000 Park dt Rec. Impr. 15,s21,s00 -0_
July 10, 1990 20,000,000 Street Impr. 7,855,000 9,140,000
azas,2ss,ooo s2u,772,00o sla,ooo,ooo
WHEREAS, it is deemed advisable and to the best interest of
the City tha t the bonds to be sold pursu ant to the aforesaid
elections be sold at this time, pursuant to the laws of the State
of Texas; and
WHEREAS, in 1990, the City incurred an obligation to pay to
The Employees ' Retirement Fund of the City of Fort Worth, Texas
(the "Fund"), currently outstanding in the amount of $7,152,405.93
(the "Payment Obligation") ; and
WHEREAS, the Fund is administered by an independent "Board of
Trustees", consisting of ten trustees, five of whom are elected by
employees of the City who are also members of the Fund, one of whom
is elected by retired members of the Fund, and four of whom are
appointed by the City Council of the City; and
WHEREAS, the Payment Obligation was confirmed in Ordinance No.
11126, adopted July 14, 1992, and under the terms of said ordinance
the Payment Obligation is payable by the City to the Fund in annual
installments, commencing October 1, 1992, and each October 1
thereafter until the Payment Obligation is retired, in such a
manner that not less than twelve and one-half percent (12~~) of the
principal balance of the Payment Obligation shall be paid in any
fiscal year commencing after September 30, 1992; and
WHEREAS, the Payment Obligation shall. accrue interest at the
rate of eight percent (8~) per annum; and
WHEREAS, the City defaulted on the payment due on October 1,
1992; and
WHEREAS, the Fund sued the City to enforce the payment of the
Payment Obligation; and
WHEREAS, the 236th District Court of Tarrant County, Texas
entered a judgment on December 11, 1992, which was agreed to by the
City, ordering the City to pay the Payment Obligation to the Fund,
together with interest which shall have accrued from October 1,
1991 and thereafter at the rate of eight percent (8~) per annum,
until paid; and
WHEREAS, American Airlines, Inc. ("American") filed suit
against the Tarrant Appraisal District ("TAD") and the Tarrant
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Appraisal Review Board ("TARB") challenging the method by which TAD
appraised the value of certain leasehold property of American at
D/FW International Airport; and
WHEREAS, on April 11, 1991, the District Court of Tarrant
County, Texas, 141st Judicial District (the "141st District
Court"), entered a judgment in favor of American and ordered TAD to
change the appraisal rolls and other appropriate records for which
it is responsible as necessary to reflect the taxable values of the
property of American as reflected in the judgment for the years
1988, 1989, and 1990; and
WHEREAS, TAD and TARB appealed the decision of the 141st
District Court to the Court of Appeals, Second Court of Appeals
District of Texas, Fort Worth (the "Fort Worth Court of Appeals");
and
WHEREAS, on March 11, 1992, the Fort Worth Court of Appeals
affirmed the judgment of the 141st District Court, as reported at
826 S.W.2d 767; and
WHEREAS, a writ of error filed by TAD and TARB with the Texas
Supreme Court was denied; and
WHEREAS, on October 26, 1992, the District Court of Tarrant
County, Texas, 67th Judicial District (the "67th District Court")
entered a judgment in favor of American, which was agreed to by TAD
and TARB, and ordered TAD to change the appraisal rolls and other
appropriate records for which it is responsible as necessary to
reflect the taxable values of the property of American as reflected
in the judgment for the years 1991 and 1992; and
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WHEREAS, each of the judgments entered by the 141st District
Court and the 67th District Court, respectively, ordered TAD to
advise the assessor of each taxing unit affected by the change of
the appraisal roll to refund to American any difference between the
amount of taxes paid and the amount of taxes for which American is
liable on the accounts described in said judgments as a result of
the taxable values established by said judgments, together with
interest thereon as provided by law, in the manner prescribed by
§42.43 of the Texas Property Tax Code; and
WHEREAS, based upon the judgments hereinabove described and
the values established therein, the City is obligated to refund to
American, the total sum of $2,703,199.01, plus accrued interest
(the "Tax Refund"); and
WHEREAS, Article 717k, V.A.T.C.S., as amended, permits the
City to issue bonds for the purpose of paying any obligations
payable from revenues or ad valorem taxes, or both. ,;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF FORT WORTH, TEXAS:
1. That the bond or bonds of the City of Fort Worth, Texas
(the "City" or the "Issuer") to be called "General Purpose
Improvement and Refunding Bonds, Series 1993" (the "Series 1993
Bonds"), be issued under and by virtue of the Constitution and laws
of the State of Texas and the Charter of said City for the follow-
ing purposes, to-wit: Four Million Eight Hundred Sixty Thousand
Dollars ($4,860,000) for the purpose of constructing permanent
street and storm sewer improvements by resurfacing, restructuring
and extending the streets, thoroughfares, collectors and storm
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drains in said City, and related street and storm sewer
improvements (1986 Election); Nine Million One Hundred Forty
Thousand Dollars ($9,140,000) for the purpose of constructing
permanent street and storm sewer improvements by resurfacing,
restructuring and extending the streets, thoroughfares, collectors
and storm drains in said City, and related street and storm sewer
improvements (1990 election); Six Million Three Hundred Sixty
Thousand Dollars ($6,360,000) for the purpose of funding and
retiring a judgment entered against the City in connection with the
Payment Obligation; and Three Million One Hundred Ninety Five
Thousand Dollars ($3,195,000) for the purpose of funding and
retiring the Tax Refund; all of which bonds aggregate in principal
amount the sum of Twenty Three Million Five Hundred Fifty Five
Thousand Dollars ($23,555,000).
2. That the Series 1993 Bonds shall be dated January 1, 1993,
shall be in the denomination of $5,000 each, or any integral
multiple thereof, shall be numbered consecutively from R-1 upward,
and shall mature on the maturity date, in each of the years, and in
the amounts, respectively, as set forth in the following schedule:
MATURITY DATE: MARCH 1
YEARS AMOUNTS lS) YEARS AMOUNTS (S)
1994 1,700,000 2004 800,000
1995 2,400,000 2005 800,000
1.996 2,185,000 2006 800,000
1997 2,185,000 2007 800,000
1998 2,190,000 2008 800,000
1999 1,645,000 2009 800,000
2000 1,650,000 2010 800,000
2001 800,000 2011 800,000
2002 800,000 2012 800,000
2003 800,000
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3. The City reserves the right to redeem the Series 1993
Bonds maturing on or after March 1, 2003, in whole or in part, on
March 1, 2002, or on any date thereafter, for the principal amount
thereof plus accrued interest thereon to the date fixed for
redemption. The years of maturity of the Series 1993 Bonds called
for redemption at the option of the City prior to stated maturity
shall be selected by the City. The Series 1993 Bonds or portions
thereof redeemed within a maturity shall be selected by lot or
other method by the Paying Agent/Registrar (hereinafter defined).
At least 30 days prior to the date fixed for any such
redemption the City shall cause (i) a written notice of such
redemption to be deposited in the United States Mail, first-class
postage prepaid, addressed to each such registered owner at his
address shown on the Registration Books (hereinafter defined) of
the Paying Agent/Registrar and (ii) notice of such redemption to be
published one (1) time in a financial journal or publication of
general circulation in the United States of America carrying as a
regular feature notices of municipal bonds called for redemption;
provided however, that the failure to send, mail,. or receive such
notice described in (i) above, or any defect therein or in the
sending or mailing thereof, shall not affect the validity or
effectiveness of the proceedings for the redemption of any Series
1993 Bond, and it is hereby specifically provided that the
publication of notice described in (ii) above shall be the only
notice actually required in connection with or as a prerequisite to
the redemption of any Series 1993 Bonds. By the date fixed for any
such redemption, due provision shall be made with the Paying
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Agent/Registrar for the payment of the required redemption price
for the Series 1993 Bonds or the portions thereof which are to be
so redeemed, plus accrued interest thereon to the date fixed for
redemption. If such notice of redemption is given, and if due
provision for such payment is made, all as provided above, the
Series 1993 Bonds or the portions thereof which are to be so
redeemed, thereby automatically shall be redeemed prior to their
scheduled maturities, and shall not bear interest after the date
fixed for their redemption, and shall not be regarded as being
outstanding except for the right of the registered owner to receive
the redemption price plus accrued interest to the date fixed for
redemption from the Paying Agent/Registrar out of the funds
provided for such payment. The Paying Agent/Registrar shall record
in the registration books all such redemptions of principal of the
Series 1993 Bonds or any portion thereof. If a portion of any
Series 1993 Bond shall be redeemed a substitute Series 1993 Bond or
Series 1993 Bonds having the same maturity date, bearing interest
at the same rate, in any denomination or denominations in any
integral multiple of $5,000, at the written request of the
registered owner, and in an aggregate principal amount equal to the
unredeemed portion thereof, will be issued to the registered owner
upon the surrender thereof for cancellation, at the expense of the
City, all as provided in this Ordinance.
In addition to the foregoing, the City shall cause the Paying
Agent/Registrar to give notice of any such redemption in the manner
set forth in Section 5(h) hereof. The failure to cause such notice
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to be given, however, or any defect therein, shall not affect the
validity or effectiveness of such redemption.
4. That the Series 1993 Bonds scheduled to mature during the
years, respectively, set forth below shall bear interest at the
following rates per annum:
Bonds maturing in the year 1994, ~
Bonds maturing in the year 1995, $
Bonds maturing in the year 1996, ~
Bonds maturing in the year 1997, $
Bonds maturing in the year 1998, ~
Bonds maturing in the year 1999, ~
Bonds maturing in the year 2000, ~
Bonds maturing in the year 2001, $
Bonds maturing in the year 2002, $
Bonds maturing in the year 2003, ~
Bonds maturing in the year 2004, ~
Bonds maturing in the year 2005, ~
Bonds maturing in the year 2006, ~
Bonds maturing in the year 2007, $
Bonds maturing in the year 2008, ~
Bonds maturing in the year 2009, $
Bonds maturing in the year 2010, ~
Bonds maturing in the year 2011, ~
Bonds maturing in the year 2012, $
Said interest shall be payable to the registered owner of any such
Series 1993 Bond in the manner provided and on the dates stated in
the FORM OF BOND set forth in this Ordinance.
5. (a) The City shall keep or cause to be kept at the
principal corporate trust office of Ameritrust Texas National
Association, or such other bank, trust company, financial
institution, or other agency named in accordance with the
provisions of (g) below (the "Paying Agent/Registrar") books or
records of the registration and transfer of the Series 1993 Bonds
(the "Registration Books"), and the City hereby appoints the Paying
AgentjRegistrar as its registrar and transfer agent to keep such
books or records and make such transfers and registrations under
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such reasonable regulations as the City and Paying Agent/Registrar
may prescribe; and the Paying Agent/Registrar shall make such
transfers and registrations as herein provided. It shall be the
duty of the Paying Agent/Registrar to obtain from the registered
owner and record in the Registration Books the address of such
registered owner of each bond to which payments with respect to the
Series 1993 Bonds shall be mailed, as herein provided. The City or
its designee shall have the right to inspect the Registration Books
during regular business hours of the Paying Agent/Registrar, but
otherwise the Paying Agent/Registrar shall keep the Registration
Books confidential and, unless otherwise required by law, shall not
permit their inspection by any other entity. Registration of each
Series 1993 Bond may be transferred in the Registration Books only
upon presentation and surrender of such bond to the Paying Agent/-
Registrar for transfer of registration and cancellation, together
with proper written instruments of assignment, in form and with
guarantee of signatures satisfactory to the Paying Agent/Registrar,
evidencing the assignment of such bond, or any portion thereof in
any integral multiple of $5,000, to the assignee or assignees
thereof, and the right of such assignee or assignees to have such
bond or any such portion thereof registered in the name of such
assignee or assignees. Upon the assignment and transfer of any
Series 1993 Bond or any portion thereof, a new substitute bond or
bonds shall be issued in exchange therefor in the manner herein
provided.
(bj The entity in whose name any Series 1993 Bond shall be
registered in the Registration Books at any time shall be treated
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as the absolute owner thereof for all purposes of this Ordinance,
whether or not such bond shall be overdue, and the City and the
Paying Agent/Registrar shall not be affected by any notice to the
contrary; and payment of, or on account of, the principal of,
premium, if any, and interest on any such bond shall be made only
to such registered owner. All such payments shall be valid and
effectual to satisfy and discharge the liability upon such bond to
the extent of the sum or sums so paid.
(c) The City hereby further appoints the Paying
Agent/Registrar to act as the paying agent for paying the principal
of and interest on the Series 1993 Bonds, and to act as its agent
to exchange or replace Series 1993 Bonds, all as provided in this
Ordinance. The Paying AgentjRegistrar shall keep proper records of
all payments made by the City and the Paying Agent/Registrar with
respect to the Series 1993 Bonds, and of all exchanges thereof, and
all replacements thereof, as provided in this Ordinance.
(d) Each Series 1993 Bond may be exchanged for fully
registered bonds in the manner set forth herein. Each bond issued
and delivered pursuant to this Ordinance, to the extent of the
unredeemed principal amount thereof, may, upon surrender thereof at
the principal corporate trust office of the Paying AgentjRegistrar,
together with a written request therefor duly executed by the
registered owner or the assignee or assignees thereof, or its or
their duly authorized attorneys or representatives, with guarantee
of signatures satisfactory to the Paying Agent/Registrar, at the
option of the registered owner or such assignee or assignees, as
appropriate, be exchanged for fully registered bonds, without
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interest coupons, in the form prescribed in the FORM OF BOND set
forth in this Ordinance, in the denomination of $5,000, or any
integral multiple of $5,000 (subject to the requirement hereinafter
stated that each substitute bond shall have a single stated
maturity date), as requested in writing by such registered owner or
such assignee or assignees, in an aggregate principal amount equal
to the unredeemed principal amount of any Series 1993 Bond or
Series 1993 Bonds so surrendered, and payable to the appropriate
registered owner, assignee, or assignees, as the case may be. If
a portion of any Series 1993 Bond shall be redeemed prior to its
scheduled maturity as provided herein, a substitute bond or bonds
having the same maturity date, bearing interest at the same rate,
in the denomination or denominations of any integral multiple of
$5,000 at the request of the registered owner, and in an aggregate
principal amount equal to the unredeemed portion thereof, will be
issued to the registered owner upon surrender thereof for
cancellation. If any Series 1993 Bond or portion thereof is
assigned and transferred, each bond issued in exchange therefor
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 exchange or
replace Series 1993 Bonds as provided herein, and each fully
registered bond or bonds delivered in exchange for or replacement
of any Series 1993 Bond or portion thereof as permitted or required
by any provision of this Ordinance shall constitute one of the
Series 1993 Bonds for all purposes of this Ordinance, and may again
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be exchanged or replaced. It is specifically provided, however,
that any Series 1993 Bond delivered in exchange for or replacement
of another Series 1993 Bond prior to the first scheduled interest
payment date on the Series 1993 Bonds (as stated on the face
thereof) shall be dated the same date as such Series 1993 Bond, but
each substitute bond so delivered on or after such first scheduled
interest payment date shall be dated as of the interest payment
date preceding the date on which such substitute bond is delivered,
unless such substitute bond is delivered on an interest payment
date, in which case it shall be dated as of such date of delivery;
provided, however, that if at the time of delivery of any
substitute bond the interest on the bond for which it is being ex-
changed has not been paid, then such substitute bond shall be dated
as of the date to which such interest has been paid in full. On
each substitute bond issued in exchange for or replacement of any
Series 1993 Bond or Series 1993 Bonds issued under this Ordinance
there shall be printed thereon a Paying Agent/Registrar's
Authentication Certificate, in the form hereinafter set forth in
the FORM OF BOND set forth in this Ordinance. An authorized
representative of the Paying Agent/Registrar shall, before the
delivery of any such substitute bond, date such substitute bond in
the manner set forth above, and manually sign and date such
Certificate, and no such substitute bond shall be deemed to be
issued or outstanding unless such Certificate is so executed. The
Paying Agent/Registrar promptly shall cancel all Series 1993 Bonds
surrendered for exchange or replacement. No additional ordinances,
orders, or resolutions need be passed or adopted by the City
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Council or any other body or person so as to accomplish the fore-
going exchange or replacement of any Series 1993 Bond or portion
hereof, and the Paying Agent/Registrar shall provide for the
printing, execution, and delivery of the substitute bonds in the
manner prescribed herein, and said bonds shall be of type
composition printed on paper with lithographed or steel engraved
borders of customary weight and strength. Pursuant to Article
717k-6, V.A.T.C.S., and particularly Section 6 thereof, the duty of
exchange or replacement of any Series 1993 Bond as aforesaid is
hereby imposed upon the Paying Agent/Registrar, and, upon the
execution of said Paying Agent/Registrar's Authentication
Certificate, the exchanged or replaced bond shall be valid,
incontestable, and enforceable in the same manner and with the same
effect as the Series 1993 Bonds which originally were delivered
pursuant to this Ordinance, approved by the Attorney General, and
registered by the Comptroller of Public Accounts. Neither the City
nor the Paying Agent/Registrar shall be required (1) to issue,
transfer, or exchange any bond during a period beginning at the
opening of business 30 days before the day of the first mailing of
a notice of redemption of bonds and ending at the close of business
on the day of such mailing, or (2) to transfer or exchange any bond
so selected for redemption in whole when such redemption is
scheduled to occur within 30 calendar days.
(e) All Series 1993 Bonds issued in exchange or replacement
of any other Series 1993 Bond or portion thereof, (i) shall be
issued in fully registered form, without interest coupons, with the
principal of and interest on such Series 1993 Bonds to be payable
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only to the registered owners thereof, (ii) may be redeemed prior
to their scheduled maturities, (iii) may be transferred and
assigned, (iv) may be exchanged for other Series 1993 Bonds, (v)
shall have the characteristics, (vi) shall be signed and sealed,
and (vii) the principal of and interest on the Series 1993 Bonds
shall be payable, all as provided, and in the manner required or
indicated, in the FORM OF BOND set forth in this Ordinance.
(f) The City shall pay the Paying Agent/Registrar's
reasonable and customary fees and charges for making transfers of
Series 1993 Bonds, but the registered owner of any Series 1993 Bond
requesting such transfer shall pay any taxes or other governmental
charges required to be paid with respect thereto. The registered
owner of any Series 1993 Bond requesting any exchange shall pay the
Paying Agent/ Registrar's reasonable and standard or customary fees
and charges for exchanging any such bond or portion thereof,
together with any taxes or governmental charges required to be paid
with respect thereto, all as a condition precedent to the exercise
of such privilege of exchange, except, however, that in the case of
the exchange of an assigned and transferred bond or bonds or any
portion or portions thereof in any integral multiple of $5,000, and
in the case of the exchange of the unredeemed portion of a Series
1993 Bond which has been redeemed in part prior to maturity, as
provided in this Ordinance, such fees and charges will be paid by
the City. In addition, the City hereby covenants with the
registered owners of the Series 199.3 Bonds that it will (i) pay the
reasonable and standard or customary fees and charges of the Paying
Agent/Registrar for its services with respect to the payment of the
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principal of and interest on the Series 1993 Bonds, when due, and
(ii) pay the fees and charges of the Paying Agent/Registrar for
services with respect to the transfer or registration of Series
1993 Bonds solely to the extent above provided, and with respect to
the exchange of Series 1993 Bonds solely to the extent above pro-
vided.
(g) The City covenants with the registered owners of the
Series 1993 Bonds that at all times while the Series 1993 Bonds are
outstanding the City will provide a competent and legally qualified
bank, trust company, financial institution, or other agency to act
as and perform the services of Paying Agent/Registrar for the
Series 1993 Bonds under this Ordinance, and that the Paying Agent/-
Registrar will be one entity. The City reserves the right to, and
may, at its option, change the Paying Agent/Registrar upon not less
than 60 days written notice to the Paying Agent/Registrar. In the
event that the entity at any time acting as Paying Agent/Registrar
(or its successor by merger, acquisition, or other method) should
resign or otherwise cease to act as such, the City covenants that
promptly it will appoint a competent and legally qualified national
or state banking institution which shall be a corporation organized
and doing business under the laws of the United States of America
or of any state, authorized under such laws to exercise trust
powers, subject to supervision or examination by federal or state
authority, and whose qualifications substantially are similar to
the previous Paying Agent/Registrar to act as Paying Agent/
Registrar under this Ordinance. Upon any change in the Paying
Agent/Registrar, the previous Paying Agent/Registrar promptly shall
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transfer and deliver the Registration Books (or a copy thereof),
along with all other pertinent books and records relating to the
Series 1993 Bonds, to the new Paying Agent/Registrar designated and
appointed by the City. Upon any change in the Paying
Agent/Registrar., the City promptly will cause a written notice
thereof to be sent by the new Paying Agent/Registrar to each
registered owner of the Series 1993 Bonds, by United States Mail,
postage prepaid, which notice also shall give the address of the
new Paying Agent/Registrar. By accepting the position and
performing as such, each Paying Agent/Registrar shall be deemed to
have agreed to the provisions of this Ordinance, and a certified
copy of this Ordinance shall be delivered to each Paying
Agent/Registrar.
(h) (i) In addition to the manner of providing notice of
redemption of Series 1993 Bonds as set forth in this Ordinance, the
Paying Agent/Registrar shall give notice of redemption of Series
1993 Bonds by United States Mail, first-class postage prepaid, at
least thirty (30) days prior to a redemption date to each
registered securities depository and to any national information
service that disseminates redemption notices. In addition, in the
event of a redemption caused by an advance refunding of the Series
1993 Bonds, the Paying Agent/Registrar shall send a second notice
of redemption to the persons specified in the immediately preceding
sentence at least thirty (30) days but not more than ninety (90)
days prior to the actual redemption date. Any notice sent to the
registered securities depositories or such national information
services shall be sent so that they are received at least two (2)
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days prior to the general mailing or publication date of such
notice. The Paying Agent/Registrar shall also send a notice of
prepayment or redemption to the owner of any Series 1993 Bond who
has not sent the Series 1993 Bonds in for redemption sixty {60)
days after the redemption date.
(ii) Each redemption notice, whether required in the FORM OF
BOND or otherwise by this Ordinance, shall contain a description of
the Series 1993 Bonds to be redeemed, including the complete name
of the Series 1993 Bonds, the series, the date of issue, the
interest rate, the maturity date, the CUSIP number, if any, the
certificate numbers, the amounts called of each certificate, the
publication and mailing date for the notice, the date of
redemption, the redemption price, the name of the Paying Agent/
Registrar and the address at wlZich the Series 1993 Bond may be
redeemed including a contact person and telephone number.
(iii) All redemption payments made by the Paying
Agent/Registrar to the registered owners of the Series 1993 Bonds
shall include CUSIP numbers relating to each amount paid to such
registered owner.
6. The form of all Series 1993 Bonds, including the form of
the Comptroller's Registration Certificate to accompany the Series
1993 Bonds on the initial delivery thereof, the form of Paying
Agent/Registrar's Authentication Certificate, and the Form of
Assignment to be printed on each of the Series 1993 Bonds, shall
be, respectively, substantially as follows, with such appropriate
variations, omissions, or insertions as are permitted or required
by this Ordinance.
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FORM OF BOND
NO.
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH, TEXAS
GENERAL PURPOSE IMPROVEMENT AND REFUNDING BOND
SERIES 1993
MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIP
January 1, 1993
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF FORT WORTH,
TEXAS (the "Issuer"), being a political subdivision of the State of
Texas, hereby promises to pay to or
to the registered assignee hereof (either being hereinafter called
the "registered owner") the principal amount of:
DOLLARS
and to pay interest thereon, from the Original Issue Date specified
above, to the maturity date specified above, or the date of its
redemption prior to scheduled maturity, at the rate of interest per
annum specified above, with said interest being payable on March 1,
1994, and semiannually on each September 1 and March 1 thereafter;
except that if the Paying Agent/Registrar's Authentication Certif-
icate appearing on the face of this Bond is dated later than March
1, 1994, such interest is payable semiannually on each September 1
and March 1 following such date.
THE TERMS AND PROVISIONS of this Bond are continued on the
reverse side hereof and shall for all purposes have the same effect
as though fully set forth at this place.
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*THE PRINCIPAL OF AND INTEREST ON this Bond are payable in
lawful money of the United States of America, without exchange or
collection charges. The principal of this Bond shall be paid to
the registered owner hereof upon presentation and surrender of this
Bond at maturity or redemption prior to maturity at the principal
corporate trust office of Ameritrust Texas National Association, in
Dallas, Texas, which is the "Paying Agent/Registrar" for this Bond.
The payment of interest on this Bond shall be made by the Paying
Agent/Registrar to the registered owner hereof as shown by the
Registration Books kept by the Paying Agent/Registrar at the close
of business on the 15th day of the month next preceding such
interest payment date by check, dated as of such interest payment
date, drawn by the Paying Agent/Registrar on, and payable solely
from, funds of the Issuer required to be on deposit with the Paying
Agent/Registrar for such purpose as hereinafter provided; and such
check shall be sent by the Paying Agent/Registrar by United States
mail, first-class postage prepaid, on each such interest payment
date, to the registered owner hereof at its address as it appears
on the Registration Books kept by the Paying Agent/Registrar, as
hereinafter described. Any accrued interest due at maturity or
upon redemption of this Bond priar to maturity as provided herein
shall be paid to the registered owner upon presentation and
surrender of this Bond for redemption and payment at the principal
corporate trust office of the Paying Agent/Registrar. The Issuer
covenants with the registered owner of this Bond that no later than
each principal payment and/or interest payment date for this Bond
it will make available to the Paying Agent/Registrar from the
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Interest and Redemption Fund as defined by the ordinance
authorizing the Bonds (the "Ordinance") the amounts required to
provide for the payment, in immediately available funds, of all
principal of and interest on tine Bonds, when due.
*IN THE EVENT OF A NON-PAYMENT of interest on a scheduled
payment date, and for 30 days thereafter, a new record date for
such interest payment (a "Special Record Date") will be established
by the Paying Agent/Registrar, if and when funds for the payment of
such interest have been received from the Issuer. Notice of the
Special Record Date and of the scheduled payment date of the past
due interest ("Special Payment Date", which shall be 15 days after
the Special Record Date) shall be sent at least five business days
prior to the Special Record Date by United States mail, first class
postage prepaid, to the address of each registered owner of a Bond
appearing on the registration 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.
*IF THE DATE for the payment of the principal of or interest
on this Bond shall be a Saturday, Sunday, a legal holiday, or a day
on which banking institutions in the city where the Paying
Agent/Registrar is located are authorized by law or executive order
to close, then the date for such payment shall be the next
succeeding day which is not such a Saturday, Sunday, legal holiday,
or day on which banking institutions are authorized to close; and
payment on such date shall have the same force and effect as if
made on the original date payment was due.
-20-
*THIS BOND is one of a Series of Bonds of like tenor and
effect except as to number, principal amount, interest rate,
maturity and option of redemption, authorized in accordance with
the Constitution and laws of the State of Texas in the principal
amount of $23,555,000, for the following purposes, to-wit:
improving and extending streets, thoroughfares and storm drains
within the City of Fort Worth, Texas; to fund and retire a judgment
entered against the City in connection with a payment obligation
due and owing to The Employees' Retirement Fund of the City of Fort
Worth, Texas; and to fund and retire an obligation to refund ad
valorem taxes to American Airlines, Inc.
*ON MARCH 1, 2002, or on any date thereafter, the Bonds of
this Series maturing on March 1, 2003 and thereafter may be
redeemed prior to their scheduled maturities, at the option of the
Issuer, in whole, or in part, at par and accrued interest to the
date fixed for redemption. The years of maturity of the Bonds
called for redemption at the option of the City prior to stated
maturity shall be selected by t:he City. The Bonds or portions
thereof redeemed within a maturity shall be selected by lot or
other method by the Paying Agent/Registrar.
*AT LEAST 3 0 days prior to the date fixed for any such redemp-
tion (a) a written notice of such. redemption shall be given to the
registered owner of each Bond or a portion thereof being called for
redemption by depositing such notice in the United States mail,
first class postage prepaid, addressed to each such registered
owner at his address shown on the Registration Books of the Paying
Agent/Registrar and (b) notice of such redemption shall be
-2:L-
published one (1) time in a financial journal or publication of
general circulation in the United States of America carrying as a
regular feature notices of municipal bonds called for redemption;
provided, however, that the failure to send, mail, or receive such
notice described in (a) above, or any defect therein or in the
sending or mailing thereof, shall not affect the validity or
effectiveness of the proceedings for the redemption of any Bond,
and the Ordinance provides that the publication of notice as
described in (b) above shall be the only notice actually required
in the connection with or as a prerequisite to the redemption of
any Bond. By the date fixed foz• any such redemption due provision
shall be made by the Issuer with the Paying Agent/Registrar for the
payment of the required redemption price for this Bond or the
portion hereof which is to be s.o redeemed, plus accrued interest
thereon to the date fixed for redemption. If such notice of
redemption is given, and if due provision for such payment is made,
all as provided above, this Bond, or the portion hereof which is to
be so redeemed, thereby automatically shall be redeemed prior to
its scheduled maturity, and shall not bear interest after the date
fixed for its redemption, and shall not be regarded as being
outstanding except for the right of the registered owner to receive
the redemption price plus accrued interest to the date fixed for
redemption from the Paying Agent/Registrar out of the funds pro-
vided for such payment. The Paying Agent/Registrar shall record in
the Registration Books all such redemptions of principal of this
Bond or any portion hereof. If a portion of any Bond shall be
redeemed a substitute Bond or Bonds having the same maturity date,
-22-
bearing interest at the same rate, in any denomination or denomina-
tions in any integral multiple of $5,000, at the written request of
the registered owner, and in aggregate principal amount equal to
the unredeemed portion thereof, will be issued to the registered
owner upon the surrender thereof for cancellation, at the expense
of the Issuer, all as provided in the Ordinance.
*ALL BONDS OF THIS SERIES are issuable solely as fully
registered bonds, without interest coupons, in the denomination of
any integral multiple of $5,000. As provided in the Ordinance,
this Bond, or any unredeemed portion hereof, may, at the request of
the registered owner or the assignee or assignees hereof, be
assigned, transferred, and exchanged for a like aggregate principal
amount of fully registered bonds, without interest coupons, payable
to the appropriate registered owner, assignee, or assignees, as the
case may be, having the same maturity date, and bearing interest at
the same rate, in any denomination or denominations in any integral
multiple of $5,000 as requested in writing by the appropriate
registered owner, assignee, or assignees, as the case may be, upon
surrender of this Bond to the Paying Agent/Registrar for
cancellation, all in accordance with the form and procedures set
forth in the Ordinance. Among other requirements for such
assignment and transfer, this Bond must be presented and
surrendered to the Paying Agent/Registrar, together with proper
instruments of assignment, in form and with guarantee of signatures
satisfactory to the Paying Agent/Registrar, evidencing assignment
of this Bond or any portion or portions hereof in any integral
multiple of $5,000 to the assignee or assignees in whose name or
-23-
names this Bond or any such portion or portions hereof is or are to
be transferred and registered. The form of Assignment printed or
endorsed on this Bond may be executed by the registered owner to
evidence the assignment hereof, but such method is not exclusive,
and other instruments of assignment satisfactory to the Paying
Agent/Registrar may be used to evidence the assignment of this Bond
or any portion or portions hereof from time to time by the
registered owner. The one requesting such exchange shall pay the
Paying Agent/Registrar's reasonable standard or customary fees and
charges for exchanging any Bond or portion thereof. The foregoing
notwithstanding, in the case of the exchange of a portion of a Bond
which has been redeemed prior to maturity, as provided herein, and
in the case of the exchange of an assigned and transferred Bond or
Bonds or any portion or portions thereof, such fees and charges of
the Paying Agent/Registrar will be paid by the Issuer. In any
circumstance, any taxes or governmental charges required to be paid
with respect thereto shall be paid by the one requesting such
assignment, transfer, or exchange as a condition precedent to the
exercise of such privilege. In any circumstance, neither the
Issuer nor the Faying Agent/Registrar shall be required (1) to make
any transfer or exchange during a period beginning at the opening
of business 30 days before the day of the first mailing of a notice
of redemption of bonds and ending at the close of business on the
day of such mailing, or (2) to transfer or exchange any Bonds so
selected. for redemption when such redemption is scheduled to occur
within 30 calendar days.
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*I2J THE EVENT any Paying Agent/Registrar for the Bonds is
changed by the Issuer, resigns, or otherwise ceases to act as such,
the Issuer has covenanted in the Ordinance that it promptly will
appoint a competent and legally qualified substitute therefor, and
promptly will cause written notice thereof to be mailed to the
registered owners of the Bonds.
*IT IS HEREBY CERTIFIED AND RECITED that the issuance of this
Bond, and the series of which it is a part, is duly authorized by
law; that the bonds issued for the permanent improvements
heretofore described were approved by a vote of the resident,
qualified electors of the City of Fort Worth, Texas, voting at
elections held for that purpose within said City on March 22, 1986
and July 10, 1990; that all acts, conditions and things required to
be done precedent to and in the issuance of this series of bonds,
and of this bond, have been properly done and performed and have
happened in regular and due time, form and manner as required by
law; that sufficient and proper provision for the levy and
collection of taxes has been made, which, when collected, shall be
appropriated exclusively to the payment of this bond and the series
of which it is a part; and that th.e total indebtedness of said City
of Fort Worth, Texas, including tYie entire series of bonds of which
this is one, does not exceed any constitutional, statutory or
charter limitation.
*BY BECOMING the registered owner of this Bond, the registered
owner thereby acknowledges all of the terms and provisions of the
ordinance, agrees to be bound by such terms and provisions,
acknowledges that the Ordinance i:~ duly recorded and available for
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inspection in the official minutes and records of the governing
body of the Issuer, and agrees that the terms and provisions of
this Bond and the Ordinance constitute a contract between each
registered owner hereof and the Issuer.
IN WITNESS WHEREOF, this Bond has been signed with the manual
or facsimile signature of the Mayor of said City, attested with the
manual or facsimile signature of the City Secretary and approved as
to form and legality with the manual or facsimile signature of the
City Attorney, and the official seal of the Issuer has been duly
affixed to, or impressed, or placed in facsimile, on this Bond.
ATTEST:
xxxxxxxxxxxxxx
City Secretary
xxxxxxxxxxxx
Mayor
APPROVED AS TO FORM AND LEGALIT)l:
xxxxxxxx
City Attorney
(SEAL)
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FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued under
the provisions of the proceedings adopted by the Issuer as
described in the text of this Bond; and that this Bond has been
issued`in conversion of and exchange for or replacement of a bond,
bonds, or a portion of a bond or bonds of an issue which originally
was approved by the Attorney General of the State of Texas and
registered by the Comptroller of Public Accounts of the State of
Texas.
Dated: AMERITRUST TEXAS NATIONAL ASSOCIATION,
Paying Agent/Registrar
By
Authorized Representative
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*FORM OF ASSIGNMENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and
transfers unto
Please insert Social Security or Taxpayer
Identification Number of Transferee
/ /
(Please print or typewrite name and address, including
zip code of Transferee)
the within Bond and all rights thereunder, and hereby
irrevocably constitutes and appoints
attorney to register the transfer of the within Bond on the
books kept for registration thereof, with. full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be
guaranteed by a member firm of
the New York Stock Exchange or
a commercial bank or trust
company.
NOTICE: The signature above
must correspond with the name
of the Registered Owner as it
appears upon the front of this
Bond in every particular,
without alteration or enlarge-
ment or any change whatsoever.
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** FORM OF COMPTROLLER'S CERTIFICATE (ATTACHED TO
THE BONDS UPON INITIAL DELIVERY THEREOF)
OFFICE OF COMPTROLLER
REGISTER NO.
STATE OF TEXAS .
I hereby certify that there is on file and of record in my
office a certificate of the Attorney General of the State of Texas
to the effect that this Bond has been examined by him 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 it
is a valid and binding obligation of the City of Fort Worth, Texas,
payable in the manner provided by and in the ordinance authorizing
same, and said Bond has this day been registered by me.
WITNESS MY HAND and seal of office at Austin, Texas
Comptroller of Public Accounts
of the State of Texas
(SEAL)
NOTE TO PRINTER:
*~[s to be on reverse side of bond
**~[ not to be on bond
The printer of the Series 1993 Bonds is hereby authorized to print
on the Series 1993 Bonds (i) the: form of bond counsel's opinion
relating to the Series 1993 Bonds, and (ii) an appropriate
statement of insurance furnished by a municipal bond insurance
company providing municipal bond insurance, if any, covering all or
any part of the Series 1993 Bonds.
7. That a special fund or account, to be designated the "City
of Fort Worth, Texas Series 1993 Bonds Interest and Redemption
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Fund" is hereby created and shall be established and maintained by
said City at its official depository bank. Said Interest and
Redemption Fund shall be kept separate and apart from all other
funds and accounts of said City, and shall be used only for paying
the interest on and principal of the Series 1993 Bonds. All taxes
levied and collected for and on account of the Series 1993 Bonds
shall be deposited, as collected, to the credit of said
Interest and Redemption Fund. During each year while any of the
Series 1993 Bonds is outstanding and unpaid, the City Council of
said City shall compute and ascertain the rate and amount of ad
valorem tax, based on the latest approved tax rolls of said City,
with full allowances being made for tax delinquencies and costs of
tax collections, which will be sufficient to raise and produce the
money required to pay the interest on the Series 1993 Bonds as such
interest comes due, and to provide a sinking fund to pay the
principal of the Series 1993 Bonds as such principal matures, but
never less than 2$ of the original principal amount of the Series
1993 Bonds as a sinking fund each year. Said rate and amount of ad
valorem tax is hereby ordered to be levied and is hereby levied
against all taxable property in said City for each year while any
of the Series 1993 Bonds is outstanding and unpaid, and said ad
valorem tax shall be assessed and collected each such year and
deposited to the credit of the aforesaid Interest and Redemption
Fund. Said ad valorem taxes necessary to pay the interest on and
principal of the Series 1993 Bondsc, as such interest comes due, and
such principal matures, are hereby pledged for such purpose, within
the limit prescribed by law.
-3()-
S. (a) In the event any outstanding Series 1993 Bond is
damaged, mutilated, lost, stolen, or destroyed, the Paying
Agent/Registrar shall cause to be printed, executed, and delivered,
a new bond of the same principal amount, maturity, and interest
rate, as the damaged, mutilated, lost, stolen, or destroyed Series
1993 Bond, in replacement for such Series 1993 Bond in the manner
hereinafter provided.
(b) Application for replacement of damaged, mutilated, lost,
stolen, or destroyed Series 1993 Bonds shall be made to the Paying
Agent/Registrar. In every case of loss, theft, or destruction of '
a Series 1993 Bond, the applicant for a replacement bond shall
furnish to the City and to the Paying Agent/Registrar such security
or indemnity as may be required by them to save each of them
harmless from any l~ss or damage with respect thereto. Also, in
every case of loss, theft, or destruction of a Series 1993 Bond,
the applicant shall furnish t:o the City and to the Paying
Agent/Registrar evidence to their satisfaction of the loss, theft,
or destruction of such Series 1993 Bond, as the case may be. In
every case of damage or mutilation of a Series 1993 Bond, the
applicant shall surrender to the Paying Agent/Registrar for
cancellation the Series 1993 Bond so damaged or mutilated.
(c) Notwithstanding the forE~going provisions of this Section,
in the event any such Series 199:3 Bond shall have matured, and no
default has occurred which is their continuing in the payment of the
principal of, redemption premium, if any, or interest on the Series
1993 Bond, the City may authorize the payment of the same (without
surrender thereof except in the case of a damaged or mutilated
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Series 1993 Bond) instead of issuing a replacement Series 1993
Bond, provided security or indemnity is furnished as above provided
in this Section.
(d) Prior to the issuance of any replacement bond, the Paying
Agent/Registrar shall charge the owner of such Series 1993 Bond
with all legal, printing, and other expenses in connection
therewith. Every replacement bond issued pursuant to the
provisions of this Section by virtue of the fact that any Series
1993 Bond is lost, stolen, or destroyed shall constitute a
contractual obligation of the City whether or not the lost, stolen,
or destroyed Series 1993 Bond shall be found at any time, or be
enforceable by anyone, and shall be entitled to all the benefits of
this Ordinance equally and proportionately with any and all other
Series 1993 Bonds duly issued under this Ordinance.
(e) In accordance with Section 6 of Vernon's Ann. Tex. Civ.
St. Art. 717k-6, this Section of this Ordinance shall constitute
authority for the issuance of any such replacement bond without
necessity of further action by t:he governing body of the City or
any other body or person, and the duty of the replacement of such
bonds is hereby authorized and imposed upon the Paying
Agent/Registrar, subject to the conditions imposed by this Section
8 of this Ordinance, and the Paying Agent/Registrar shall
authenticate and deliver such bonds in the form and manner and with
the effect, as provided in Section 5(d) of this Ordinance for
Series 1993 Bonds issued in exchange for other Series 1993 Bonds.
9. That the Mayor of the City is hereby authorized to have
control of the Series 1993 Bonds and all necessary records and
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proceedings pertaining to the Series 1993 Bonds pending their
delivery and their investigation, examination and approval by the
Attorney General of the State of Texas, and their registration by
the Comptroller of Public Accounts of the State of Texas. Upon
registration of the Series 1993 Bonds, said Comptroller of Public
Accounts (or a deputy designated in writing to act for said
Comptroller) shall manually sign the Comptroller's Registration
Certificate accompanying the Series 1993 Bonds, and the seal of
said Comptroller shall be impressed, or placed in facsimile, on
each such certificate.
10. That the sale of the Series 1993 Bonds to
and associates, at a price of par and accrued
interest on the Bonds to the date of delivery, plus a premium of
$ , is hereby authorized, ratified and confirmed.. The
Series 1993 Bonds were sold pursuant to the terms of a "Notice of
Sale and Bidding Instructions", "Official Bid Form" and "Official
Statement", the use of which documents, a true and correct copy of
each such document is attached hEareto, is hereby approved.
11. The Issuer covenants to take any action to assure, or
refrain from any action which would adversely affect, the treatment
of the Series 1993 Bonds as obligations described in section 103 of
the Internal Revenue Code of 1986 (the "Code"), the interest on
which is not includable in the 1'gross income" of the holder far
purposes of federal income taxation. In furtherance thereof, the
Issuer covenants as follows:
(a) to take any action to assure that no more than 10
percent of the proceeds of the Series 1993 Bonds (less amounts
-333-
deposited to a reserve fund, if any) are used for any "private
business use," as defined in section 141(b)(6) of the Code or,
if more than 10 percent of the proceeds are so used, that
amounts, whether or not received by the Issuer, with respect
to such private business use, do not, under the terms of this
Ordinance or any underlying arrangement, directly or
indirectly, secure or provide for the payment of more than 10
percent of the debt service on the Series 1993 Bonds, in
contravention of section 141(b)(2) of the Code;
(b) to take any action to assure that in the event that
the "private business use" described in subsection (a) hereof
exceeds 5 percent of the proceeds of the Series 1993 Bonds
(less amounts deposited into a reserve fund, if any) then the
amount in excess of 5 percent is used for a "private business
use" which is "related" and not "disproportionate," within the
meaning of section 141(b)(3) of the Code, to the governmental
ruse;
(c) to take any action to assure that no amount which is
greater than the lesser of $5,000,000, or 5 percent of the
proceeds of the Series 1993 Bonds (less amounts deposited into
a reserve fund, if any) is directly or indirectly used to
finance loans to persons, other than state or local
governmental units, in contravention of section 141(c)>of the
Code;
(d) to refrain from taking any action which would
otherwise result in the Series 1993 Bonds being treated as
-39~-
"private activity bonds" within the meaning of section 141{b)
of the Code;
(e) to refrain from taking any action that would result
in the Series 1993 Bonds being "federally guaranteed" within
the meaning of section 149(b) of the Code;
(f) to refrain from using any portion of the proceeds of
the Series 1993 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 Series 1993 Bonds, other than investment property
acquired with --
(1) proceeds of the Series 1993 Bonds invested for
a reasonable temporary period of 3 years or less until
such proceeds are needed for the purpose for which the
bonds are issued,
(2) amounts invested in a bona fide debt service
fund, within the meaning of section 1.103-13(b)(12) of
the Treasury Regulations, and
(3) amounts deposited in any reasonably required
reserve or replacement fund to the extent such amounts do
not exceed 10 percent of the proceeds of the Series 1993
Bonds;
(g) to otherwise restrict the use of the proceeds of the
Series 1993 Bonds or amounts treated as proceeds of the Series
1993 Bonds, as may be necessary, so that the Series 1993 Bonds
do not otherwise contravene the requirements of section 148 of
-35-
the Code (relating to arbitrage) and, to the extent
applicable, section 149(d) of the Code (relating to advance
refundings);
(h) to pay to the United States of America at least once
during each five-year period (beginning on the date of
delivery of the Series 1993 Bonds) an amount that is at least
equal to 90 percent of the "Excess Earnings", within the
meaning of section 148(f) of the Code and to pay to the United
States of America, not later than 60 days after the Series
1993 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
(i) to maintain such records as will enable the Issuer
to fulfill its 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 Series 1993 Bonds.
It is the understanding of the Issuer that the covenants contained
herein are intended to assure compliance with the Code and any
regulations or rulings promulgated by the U.S. Department of the
Treasury pursuant thereto. In the event that regulations or
rulings are hereafter promulgated which modify, or expand
provisions of the Code, as applicable to the Series 1993 Bonds, the
Issuer will not be required to comply with any covenant contained
herein to the extent that such. modification or expansion, in the
opinion of nationally-recognized bond counsel, will not adversely
affect the exemption from federal income taxation of interest on
-36-
the Series 1993 Bonds under section 103 of the Code. In the event
that regulations or rulings are. hereafter promulgated which impose
additional requirements which are applicable to the Series 1993
Bonds, the Issuer agrees to comply with the additional requirements
to the extent necessary, in the opinion of nationally-recognized
bond counsel, to preserve the exemption from federal income
taxation of interest on the Series 1993 Bonds under section 103 of
the Code. In furtherance of such intention, the City hereby
authorizes and directs the Mayor, the City Manager, the Director of
Fiscal Services and any Assistant Director of Fiscal Services to
execute any documents, certificates or reports required by the
Code, and to make such elections on behalf of the City which may be
permitted by the Code, as are consistent with the purpose for the
issuance of the Series 1993 Bonds.
In order to facilitate compliance with the above covenants
(g), (h), and (i), a "Rebate Fund" is hereby established by the
City for the sole benefit of the United States of America, and such
Fund shall not be subject to the claim of any other person,
including without limitation the bondholders. The Rebate Fund is
established for the additional purpose of compliance with section
148 of the Code.
12. (a) Upon the delivery of the Series 1993 Bonds, the City
Treasurer is directed to cause to be paid promptly (i) to the Board
of Trustees of the Fund, an amount which, together with proceeds of
the Series 1993 Bonds in the amount of $6,360,000, shall be
sufficient to satisfy the Payment: Obligation, together with accrued
interest due and owing thereon to and including the date of the
-37-
payment thereof, under the terms of the judgment described in the
preamble to this Ordinance and (ii) to deposit to the credit of an
account entitled American Airlines, Inc. Tax Refund Account (the
"Tax Refund Account"), proceeds of the Series 1993 Bonds in the
amount of $3,195,000. The City Manager is hereby directed to use
moneys on deposit in the Tax Refund Account, together with any
other moneys on deposit therein, to refund the taxes due and owing
to American Airlines, Inc., pursuant to the judgments described in
the preamble to this Ordinance. Any proceeds representing accrued
interest on the Series 1993 Bonds shall be deposited to the credit
of the Interest and Redemption Fund. In addition, any proceeds
from the Series 1993 Bonds not used in the manner described above,
or for payment of costs of issuance incurred in connection with the
sale of the Series 1993 Bonds, or for the construction of the
permanent improvements described in Section 1 of this Ordinance, or
any moneys remaining on depo~.it in the Tax Refund Account upon
payment to American Airlines, Inc., as described above, shall be
deposited to the credit of the Interest and Redemption Fund,
subject to the limitations described in subsection (b) of this
Section.
(b) Interest earnings derived from the investment of proceeds
from the sale of the Series 1993 Bonds shall be used along with
other available bond proceeds for the construction of the permanent
improvements set forth in Section 1 hereof for which a portion of
the Series 1993 Bonds are issued; provided that after completion of
such permanent improvements, if any of such interest earnings
remain on hand, such interest earnings shall be deposited in the
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Interest and Redemption Fund. Interest earnings derived from the
investment of moneys in the Tax Refund Account shall be used to pay
the amount due and owing to American Airlines, Inc., as described
above. It is further provided, however, that any interest earnings
on bond proceeds which are required to be rebated to the United
States of America pursuant to Section 11 hereof in order to
prevent the Series 1993 Bonds from being arbitrage bonds
shall be so rebated and not considered as interest earnings for the
purposes of this Section.
13. The Series 1993 Bonds initially shall be issued and
delivered in such manner that no physical distribution of the
Series 1993 Bonds will be made to the public, and The Depository
Trust Company ("DTC"), New York, New York, initially will act as
depository for the Series 1993 Bonds. DTC has represented that it
is a limited purpose trust company incorporated under the laws of
the State of New York, a member of the Federal Reserve System, a
"clearing corporation" within the meaning of the New York Uniform
Commercial Code, and a "clearing agency" registered under Section
17A of the Securities Exchange Act of 1934, as amended, and the
City accepts, but in no way verifies, such representations. The
Series 1993 Bonds initially authorized by this Ordinance shall be
delivered to and registered in the name of CEDE & CO., the nominee
of DTC. It is expected that DTC will hold the Series 1993 Bonds on
behalf of the Purchaser and its participants. So long as each
Series 1993 Bonds is registered in the name of CEDE & CO., the
Paying Agent/Registrar shall treat and deal with DTC the same in
all respects as if it were the actual and beneficial owner thereof.
-39-
It is expected that DTC will maintain a book-entry system which
will identify ownership of the Series 1993 Bonds in integral
amounts of $5,000, with transfers of ownership being effected on
the records of DTC and its participants pursuant to rules and
regulations established by them, and that the Series 1993 Bonds
initially deposited with DTC shall be immobilized and not be
further exchanged for substitute Series 1993 Bonds except as
hereinafter provided. The City is not responsible or liable for
any functions of DTC, will not be responsible for paying any fees
or charges with respect to its services, will not be responsible or
liable for maintaining, supervising, or reviewing the records of
DTC or its participants, or protecting any interests or rights of
the beneficial owners of the Series 1993 Bonds. It shall be the
duty of the DTC Participants, as defined in the Official Statement
herein approved, to make all arrangements with DTC to establish
this book-entry system, the beneficial ownership of the Series 1993
Bonds, and the method of paying the fees and charges of DTC. The
City does not represent, nor does it in any way covenant that the
initial book-entry system established with DTC will be maintained
in the future. Notwithstanding the initial establishment of the
foregoing book-entry system with DTC, if for any reason any of the
originally delivered Series 1993 Bonds is duly filed with the
Paying Agent/Registrar with proper request for transfer and
substitution, as provided for in this Ordinance, substitute Series
1993 Bonds will be duly delivered as provided in this Ordinance,
and there will be no assurance or representation that any book-
entry system will be maintained for such Series 1993 Bonds. In
-40-
connection with the initial establishment of the foregoing book-
entry system with DTC, the Mayor and the City Manager are
authorized to execute a "Letter of Representation" prepared by DTC
in order to implement the book-entry system described above.
14. That the findings set forth in the preamble to this
Ordinance are hereby incorporated into the body of this Ordinance
and made a part hereof for all purposes.
15. That all ordinances and resolutions or parts thereof in
conflict herewith are hereby repealed.
16. That this Ordinance shall take effect and be in full
force and effect from and after the date of its passage, and it is
so ordained.
17. It is hereby officially found and determined that the
meeting at which this Ordinance was passed was open to the public,
and public notice of the time, place and purpose of said meeting
was given, all as required by Article 6252-17, Vernon's Annotated
Texas Civil Statutes, as amended.
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
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THE STATE OF TEXAS
COUNTIES OF TARRANT AND DENTON
CITY OF FORT WORTH
I, Alice Church, City Secretary of the City of Fort Worth, in
the State of Texas, do hereby certify that I have compared the
attached and foregoing excerpt from the minutes
of the regular, open, public meeting of the City Council of
the City of Fort Worth, Texas held on January 5, 1993, and of
Ordinance No.
which was duly passed at said meeting, and that said copy is
a true and correct copy of said excerpt and the whole of
said ordinance.
In testimony whereof, I have set my hand and have hereunto
affixed the seal of said City of Fort Worth, this 5th day of
January, 1993.
City Secretary of the
City of Fort Worth, Texas
(SEAL)
-~2-
OFFICE OF COMPTROLLER
REGISTER N0.
STATE OF TEXAS
I hereby certify that there is on file and of record in my
office a certificate of the Attorney General of the State of Texas
to the effect that this Bond ha,s been examined by him 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 it
is a valid and binding obligation of the City of Fort Worth, Texas,
payable in the manner provided by and in the ordinance authorizing
same, and said Bond has this day been registered by me.
WITNESS MY HAND and seal of office at Austin, Texas
Comptroller of Public Accounts
of The State of Texas
(SEAL)
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