HomeMy WebLinkAboutORD 20-034CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
I, the undersigned City Clerk of the City of Beaumont, Texas (the "City"), hereby certify as
follows:
1. The City Council of the City convened in regular meeting on July Qzc , 2020, at the place
stated in the notice of such meeting given as stated below, and the roll was called of the duly constituted
official and members of said City Council, to wit:
Becky Ames Mayor
W.L. Pate, Jr. Councilmember
Randy Feldschau Councilmember
Taylor Neild Councilmember
Mike Getz Councilmember
Audwin Samuel Councilmember
Robin Mouton Councilmember
And all of said persons were present, thus constituting a quorum. Whereupon, among other
business, the following was transacted at said meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE OF THE CITY OF
BEAUMONT, TEXAS, WATERWORKS AND SEWER SYSTEM
REVENUE AND REFUNDING BONDS, SERIES 2020A IN ONE OR
MORE SERIES OR SUBSERIES AS MAY BE FURTHER DESIGNATED;
AUTHORIZING EACH OF THE MAYOR, THE CITY MANAGER AND
THE CHIEF FINANCIAL OFFICER TO APPROVE THE AMOUNTS,
INTEREST RATES, PRICES, AND TERMS THEREOF AND CERTAIN
OTHER MATTERS RELATING THERETO; PROVIDING FOR THE
PAYMENT THEREOF; MAKING OTHER PROVISIONS REGARDING
SUCH BONDS INCLUDING AUTHORIZING THE PREPARATION AND
DISTRIBUTION OF ONE OR MORE PRELIMINARY OFFICIAL
STATEMENTS AND AUTHORIZING THE PREPARATION AND
DISTRIBUTION OF ONE OR MORE OFFICIAL STATEMENTS AND
MATTERS INCIDENT THERETO; AWARDING THE SALE OF THE
BONDS; AUTHORIZING THE EXECUTION AND DELIVERY OF ONE
OR MORE BOND PURCHASE AGREEMENTS; AUTHORIZING THE
DEFEASANCE, FINAL PAYMENT, AND DISCHARGE OF CERTAIN
OUTSTANDING BONDS; AUTHORIZING THE EXECUTION AND
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DELIVERY OF ONE OR MORE ESCROW AGREEMENTS;
AUTHORIZING THE PURCHASE OF AND SUBSCRIPTION FOR
CERTAIN ESCROWED SECURITIES; AUTHORIZING ESCROW
VERIFICATION AND ENGAGEMENT OF AN ESCROW AGENT;
AUTHORIZING BOND INSURANCE; AUTHORIZING THE
EXECUTION AND DELIVERY OF A PAYING AGENT/REGISTRAR
AGREEMENT AND OTHER RELATED DOCUMENTS; AND MAKING
OTHER PROVISIONS REGARDING SUCH BONDS
was duly introduced for the consideration of said City Council and read in full. It was then duly moved
and seconded that said ordinance be adopted; and after due discussion, such motion, carrying with it the
adoption of said ordinance, prevailed and carried by the following vote:
AYES: All those present voted "aye"
NOES:
ABSTENTIONS:
2. That a true, full, and correct copy of the aforesaid ordinance adopted at the meeting
described in the above and foregoing paragraph is attached to and follows this certificate; that said
ordinance has been duly recorded in said City Council's minutes of said meeting; that the above and
foregoing paragraph is a true, full, and correct excerpt from the said City Council's minutes of said
meeting pertaining to the adoption of said ordinance; that the persons named in the above and foregoing
paragraph are the duly chosen, qualified, and acting officers and members of said City Council as
indicated therein; that each of the officers and members of said City Council was duly and sufficiently
notified officially and personally, in advance, of the date, hour, place, and purpose of the aforesaid
meeting, and each of said officers and members consented, in advance, to the holding of said meeting for
such purpose; that said meeting was open to the public as required by law; and that public notice of the
date, hour, place and subject of said meeting was given as required by the Texas Open Meetings Act.
SIGNED AND SEALED this 0 J—� 020.
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LU
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City Clerk
City of Beaumont, Texas
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ORDINANCE NO.20-034
ORDINANCE AUTHORIZING THE ISSUANCE OF THE CITY OF BEAUMONT,
TEXAS, WATERWORKS AND SEWER SYSTEM REVENUE AND REFUNDING
BONDS, SERIES 2020A IN ONE OR MORE SERIES OR SUBSERIES AS MAY BE
FURTHER DESIGNATED; AUTHORIZING EACH OF THE MAYOR, THE CITY
MANAGER AND THE CHIEF FINANCIAL OFFICER TO APPROVE THE AMOUNTS,
INTEREST RATES, PRICES, AND TERMS THEREOF AND CERTAIN OTHER
MATTERS RELATING THERETO; PROVIDING FOR THE PAYMENT THEREOF;
MAKING OTHER PROVISIONS REGARDING SUCH BONDS INCLUDING
AUTHORIZING THE PREPARATION AND DISTRIBUTION OF ONE OR MORE
PRELIMINARY OFFICIAL STATEMENTS AND AUTHORIZING THE
PREPARATION AND DISTRIBUTION OF ONE OR MORE OFFICIAL STATEMENTS
AND MATTERS INCIDENT THERETO; AWARDING THE SALE OF THE BONDS;
AUTHORIZING THE EXECUTION AND DELIVERY OF ONE OR MORE BOND
PURCHASE AGREEMENTS; AUTHORIZING THE DEFEASANCE, FINAL
PAYMENT, AND DISCHARGE OF CERTAIN OUTSTANDING BONDS;
AUTHORIZING THE EXECUTION AND DELIVERY OF ONE OR MORE ESCROW
AGREEMENTS; AUTHORIZING THE PURCHASE OF AND SUBSCRIPTION FOR
CERTAIN ESCROWED SECURITIES; AUTHORIZING ESCROW VERIFICATION
AND ENGAGEMENT OF AN ESCROW AGENT; AUTHORIZING BOND
INSURANCE; AUTHORIZING THE EXECUTION AND DELIVERY OF A PAYING
AGENT/REGISTRAR AGREEMENT AND OTHER RELATED DOCUMENTS; AND
MAKING OTHER PROVISIONS REGARDING SUCH BONDS
THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
THE CITY OF BEAUMONT §
WHEREAS, The City of Beaumont, Texas (the "City") is authorized, pursuant to
Chapters 1371 and 1502, Texas Government Code, as amended, to issue bonds, without election;
payable from the net revenues of its waterworks and sewer system to provide money for
acquisitions, purchases, expansions, extensions, construction,' reconstruction, renovation,
equipping, and improvement of such system; and
WHEREAS, the City now desires to issue bonds in order to provide funds to finance the
expansion, repair, renovation and related improvements to the City's waterworks and sewer
system; and
WHEREAS, the City has previously issued and there are presently outstanding certain
obligations of the City; and
WHEREAS, the City is authorized, pursuant to the general laws of the State of Texas,
and particularly Chapter 1207, Texas Government Code, as amended, to issue its bonds for the
purpose of refunding all or a portion of its outstanding obligations; and
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WHEREAS, by this Ordinance the City Council of the City (the "City Council") is
authorizing the issuance of its bonds in the principal amount not exceed $44,500,000 for the
purpose of (1) acquisitions, purchases, expansions, extensions, construction, reconstruction,
renovation, equipping, and improvement of such system and (2) refunding the City's outstanding
obligations identified and described on Schedule I attached hereto and incorporated herein by
reference for all purposes (the "Refunded Bonds"); and
WHEREAS, the City shall by this Ordinance, in accordance with the provisions of
Chapters 1207, 1371 and 1502, Texas Government Code, as amended, delegate to a Pricing
Officer (hereinafter designated) the authority to determine the principal amount of Bonds to be
issued and negotiate the terms of sale thereof and to select the specific maturities, in whole or in
part, of the Refunded Bonds to be refunded; and; and
WHEREAS, the City Council hereby finds and determines that it is a public purpose and
in the best interests of the City to (1) issue the Bonds with such terms to be included in a pricing
certificate (the "Pricing Certificate") to be executed by the Pricing Officer, and (2) refund the
Refunded Bonds in order to achieve a net present value debt service savings and that such benefit
is sufficient consideration for the refunding of the Refunded Bonds, with such savings, among
other information and terms to be included in the Officer's Pricing Certificate, all in accordance
with the provisions of Chapters 1207, 1371 and 1502, Texas Government Code, as amended; and
WHEREAS, the City Council hereby finds that it may purchase a credit agreement in the
form of a municipal bond insurance policy or policies with respect to the Bonds if it deems such
purchase is cost effective; and
WHEREAS, the bonds to be issued pursuant to the terms and provisions of this
Ordinance will be secured by a pledge of and lien on the Net Revenues (as hereinafter defined);
and
WHEREAS, the City is a home -rule municipality that: (i) adopted its charter under
Section 5, Article XI, Texas Constitution; (ii) has a population of more than 50,000 and (iii) has
outstanding long-term indebtedness that is rated by a nationally recognized rating agency for
municipal securities in one of the four highest rating categories for a long-term obligation.
Now, Therefore
BE IT ORDAINED BY THE CITY OF BEAUMONT, TEXAS:
1. Findings and Determinations. It is hereby found and determined that the matters
and facts contained in the preamble to this Ordinance are hereby found to be true and correct.
2. Definitions. Throughout this ordinance the following terms and expressions as
used herein shall have the meanings set forth below:
The term "Additional Parity Bonds" shall mean any credit agreement created pursuant to
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Section 28 herein or additional bonds issued with the same priority lien as the Bonds.
The term "Average Annual Debt Service Requirements" shall mean the average annual
debt service for the Parity Bonds.
The term `Blanket Issuer Letter of Representations" means the Blanket Issuer Letter of
Representations between the City and DTC.
The term "Bond Insurer" shall mean any third party financial institution that provides a
credit agreement in the form of a municipal bond insurance policy as provided herein.
The term "Bond Register" shall mean the books of registration kept by the Registrar in
which are maintained the names and addresses of, and the principal amounts of the Bonds
registered to, each Owner.
The terms "Bonds" shall mean the City of Beaumont, Texas Waterworks and Sewer
System Revenue and Refunding Bonds, Series 2020A
The term "Business Day" shall mean any day which is not a Saturday, Sunday, a day on
which banking institutions in the city where the principal corporate trust office of the Paying
Agent/Registrar or Bond Insurer, if any, is located, are authorized or required by law or
executive order to close, or a legal holiday.
The term "City" shall mean The City of Beaumont, Texas.
The term "Closing Date" means the date of the initial delivery of and payment for the
IISl_�.�
The term "Code" means the Internal Revenue Code of 1986, as heretofore and hereafter
amended and, with respect to a specific section thereof, such reference shall be deemed to
include (a) the Regulations promulgated under such section, (b) any successor provision of
similar import hereafter enacted, (c) any corresponding provision of any subsequent Internal
Revenue Code, and (d) the Regulations promulgated under the provisions described in (b) and
(c)
The term "Comptroller" means the Comptroller of Public Accounts of the State of Texas.
The term "DTC" means The Depository Trust Company of New York, New York, or any
successor securities depository.
The term "DTC Participant" 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 DTC Participants.
The term "Gross Revenues" shall mean all revenues, income and receipts of every nature
derived or received by the City from the operation and ownership of the System (but excluding
any utility deposits) and the interest income from the investment or deposit of money in the
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Revenue Fund, and the Interest and Sinking Fund.
The term "Insurance Policy" shall have the meaning assigned to that term in Section 28
of this Ordinance.
The term "Insured Bonds" shall mean the Bonds during the time period in which the
payment of principal and interest in connection with such bonds is guaranteed by the Bond
Insurer.
The term "Interest Payment Date", when used in connection with any Bond, shall mean
March 1 and September 1 of each year, beginning March 1, 2021 and continuing thereafter until
maturity or earlier redemption of such Bond.
The term "Issuer" shall mean the City.
The term "Maintenance and Operation Expenses" shall mean the reasonable and
necessary expenses of operation and maintenance of the System, including all salaries, labor,
materials, repairs and extensions necessary to render efficient service, and all payments under
contracts, now or hereafter defined as operating expenses by the Legislature of the State of
Texas. Depreciation shall never be considered as a Maintenance and Operation Expense.
The term "MSRB" shall mean the Municipal Securities Rulemaking Board.
The term "Net Revenues" shall mean all Gross Revenues remaining after deducting the
Maintenance and Operation Expenses.
The term "Ordinance" as used herein and in the Bonds shall mean this ordinance
authorizing the Bonds and all amendments and supplements hereto.
The term "Outstanding" shall mean, in connection with the Bonds, any Bonds that remain
outstanding until maturity, refunding or defeasance.
The term "Owner" shall mean any person who shall be the registered owner of any
Bonds.
The term "Parity Bonds" shall mean the Bonds, the City's outstanding Waterworks and
Sewer System Revenue Bonds, Series 2014A and 201413, the City's Waterworks and Sewer
System Revenue Refunding Bonds, Series 2015A, the City's Waterworks and Sewer System
Revenue Bonds, Series 2017, the City's Waterworks and Sewer System Revenue Refunding
Bonds, Taxable Series 2020B and any Additional Parity Bonds.
The term "Paying Agent" for the Bonds shall mean the Registrar.
The term "Pricing Certificate" shall mean a certificate or certificates to be signed by the
Mayor, the City Manager or the Chief Financial Officer of the City pursuant to Section 5 hereof
and delivered to the City Clerk, in substantially the form attached hereto as Exhibit A.
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The term "Pricing Officer" shall mean the Mayor, City Manager, or Chief Financial
Officer of the City.
The term "Prior Lien Bonds" shall mean the City's outstanding Waterworks and Sewer
System Revenue Refunding Bonds, Series 2010, and the City's outstanding Waterworks and
Sewer Revenue, Series 2010A, and the City's outstanding Waterworks and Sewer Revenue
Bonds, Taxable Series 2010B (Build America Bonds — Direct Payment to Issuer), and the City's
outstanding Waterworks and Sewer System Revenue Bonds, Series 2012, but only to the extent
such Prior Lien Bonds remain outstanding within the meaning of this Ordinance.
The term "Record Date" shall mean, for any Interest Payment Date, the fifteenth (15th)
calendar day of the month next preceding each Interest Payment Date.
The term "Registrar" shall mean The Bank of New York Mellon Trust Company, N.A.,
Dallas, Texas, and its successors in that capacity.
The term "Regulations" means the applicable proposed, temporary or final Treasury
Regulations promulgated under the Code or, to the extent applicable to the Code under the
Internal Revenue Code of 1954, as such regulations may be amended or supplemented from time
to time.
The term "Reserve Fund Requirement" shall mean an amount equal to the average annual
principal and interest requirement on the Parity Bonds, which may be determined and
redetermined each year by the City but in no event less frequently than upon the issuance of each
series of Parity Bonds.
The term "Rule" shall mean SEC Rule 15c-12, as amended from time to time.
The term "SEC" shall mean the United States Securities and Exchange Commission.
The term "Special Project" shall mean, to the extent permitted by law, any property,
improvement or facility declared by the City not to be part of the System and substantially all of
the costs of the acquisition, construction and installation of which is paid from proceeds of a
financing transaction other than the issuance of bonds payable from ad valorem taxes or Net
Revenues of the System, and for which all maintenance and operation expenses are payable from
sources other than revenues of the System, but only to the extent that and for so long as all or any
part of the revenues or proceeds of which are or will be pledged to secure the payment or
repayment of such costs of acquisition, construction and installation under such financing
transaction.
The term "System" shall mean all properties, facilities, improvements, equipment,
interests and rights constituting the waterworks and sewer system of the City, including all future
extensions, replacements, betterments, additions, improvements, enlargements, acquisitions,
purchases and repairs to the System, but excluding all Special Projects.
The term "Underwriter" shall mean the underwriting syndicate identified in the Officer's
Pricing Certificate.
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3. Authorization. The Bonds shall be issued in fully registered form in the total
authorized aggregate principal amount not to exceed FORTY-FOUR MILLION FIVE
HUNDRED THOUSAND AND NO/100 DOLLARS ($44,500,000) for the purpose of providing
funds to (i) finance capital expenditures acquisition, purchase, construction, reconstruction,
improvement, renovation, expansion, or equipping of property, buildings, structures, facilities, or
related infrastructure for the City's waterworks and sewer system (the "Project"), (ii) refund the
Refunded Bonds, and (iii) pay costs of issuance of the Bonds.
4. Designation, Date, and Interest Payment Dates. The Bonds shall be designated as
"THE CITY OF BEAUMONT, TEXAS WATERWORKS AND SEWER SYSTEM REVENUE
AND REFUNDING BONDS, SERIES 2020A." The Bonds shall be dated, mature, bear interest
from the dates and at the rates per annum, and be payable on the dates and in the principal
amounts as set forth in the Officer's Pricing Certificate.
5. Sale of Bonds. As authorized by Chapters 1207, 1371 and 1502, Texas
Government Code, as amended, the Pricing Officers are hereby authorized to act on behalf of the
City in selling and delivering the Bonds and carrying out the other procedures specified in this
Ordinance, including any additional designation or title by which the Bonds shall be known, the
number of subseries of Bonds to be issued and the principal amount of each subseries, the price
at which each series of the Bonds will be sold, the manner in which the Bonds should be
delivered, the date or dates (which may be different dates for each series of the Bonds) on which
the Bonds shall be sold, the form in which the Bonds shall be issued whether as current interest
bonds, as compound interest bonds, or as a combination of current interest bonds and compound
interest bonds, any additional designation or title by which the Bonds shall be known, the year or
years in which each series of the Bonds will mature, the principal amount to mature in each of
such years, the aggregate principal amount of each series of the Bonds, the rate of interest to be
borne by each such maturity, the first interest payment date or compounding date, as the case
may be, the dates, prices, and terms, if any, upon and at which each series of the Bonds shall be
subject to redemption prior to maturity at the option of the City, as well as any mandatory
sinking fund redemption provisions, or make -whole provisions, and such officers are also hereby
authorized to act on behalf of the City in approving all other matters relating to the issuance, sale
and delivery of the Bonds and the purchase of a bond insurance policy or policies for all or any
portion of the Bonds, all in accordance with the terms below:
(a) the price to be paid for each series of the Bonds shall not be less than 90% of the
aggregate original principal amount of the current interest bonds plus accrued interest, if any,
thereon from their date to their delivery;
(b) none of the Bonds shall bear interest at a rate greater than 6% per annum or in
excess of the maximum rate allowed by Chapter 1204, Texas Government Code;
(c) the aggregate principal amount of each subseries of the Bonds shall not exceed
the maximum amount authorized in Section 3, and the sum of the principal amount of each
series, plus net premium generated, plus any available funds of the City, if any, shall equal an
amount sufficient to provide for the redemption of the Refunded Bonds as identified in the
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Officer's Pricing Certificate, to pay costs of issuance of the Bonds, and (if necessary) a deposit to
the reserve fund;
(d) each series of the Bonds to be issued, prior to delivery, must have been rated by a
nationally recognized rating agency for municipal securities in one of the four highest rating
categories for long-term obligations;
(e) to the extent the City shall purchase any Insurance Policy (one or more) issued by
one or more Bond Insurers such policy or policies shall be determined to be most cost effective
to the City for the Bonds and shall result in a net interest rate savings to the City which is greater
than the costs of the premium of such policy or policies, as may be certified in the Officer's
Pricing Certificate; and
(f) in connection with each series of Bonds issued in whole or in part for refunding
purposes, the refunding of the Refunded Bonds shall produce a net present value debt service
savings of at least 4.50% of the principal amount of the Refunded Bonds being refunded with
such series of Bonds; and
Any fording by the Mayor, City Manager or the Chief Financial Officer relating to the
sale and delivery of the Bonds and the purchase of bond insurance shall have the same force and
effect as a finding or determination made by the City Council.
6. Bond Numbers and Denominations. Each series of Bonds shall be numbered from
R-1 and upward (except the Initial Bond, which shall each be numbered I-1), and may be transferred
and exchanged as set out in this Ordinance. Such Bonds shall mature on September 1 in each of the
years and in the amounts set forth in the Initial Bond. The Bonds delivered in transfer of or in
exchange for other Bonds shall be numbered in order of their authentication by the Registrar, shall
be in the denomination of $5,000 or integral multiples thereof, and shall mature on the same date
and bear interest at the same rate as the Bonds or Bonds in lieu of which they are delivered.
7. Execution of Bonds; Seal. The Bonds shall be signed by the Mayor or Mayor Pro
Tern and countersigned by the City Clerk or Deputy City Clerk, by their manual, lithographed, or
facsimile signatures, and the official seal of the City shall be impressed or placed in facsimile
thereon. Such facsimile signatures on the Bonds shall have the same effect as if each of the
Bonds had been signed manually and in person by each of said officers, and such facsimile seal
on the Bonds shall have the same effect as if the official seal of the City had been manually
impressed upon each of the Bonds. If any officer of the City whose manual or facsimile
signature shall, appear on the Bonds shall cease to be such officer before the authentication of
such Bonds or before the delivery of such Bonds, such manual or facsimile signature shall
nevertheless be valid and sufficient for all purposes as if such officer had remained in such
office.
8. Approval by Attorney General; Registration by Comptroller. The Bonds to be
initially issued shall be delivered to the Attorney General of Texas for approval and shall be
registered by the Comptroller of Public Accounts of the State of Texas. The manually executed
registration Bond of the Comptroller of Public Accounts substantially in the form provided in the
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Pricing Certificate shall be attached or affixed to the Bonds to be initially issued.
9. Authentication. Except for the Bonds to be initially issued, which need not be
authenticated by the Registrar, only such Bonds which bear thereon a certificate of
authentication, substantially in the form provided in Section 19 of this Ordinance, manually
executed by an authorized representative of the Registrar, shall be entitled to the benefits of this
Ordinance or shall be valid or obligatory for any purpose. Such duly executed certificate of
authentication shall be conclusive evidence that the Bonds so authenticated were delivered by the
Registrar hereunder.
10. Payment of Principal and Interest. The Registrar is hereby appointed as the
paying agent for the Bonds. The principal of and premium, if any, on the Bonds shall be
payable, without exchange or collection charges, in any coin or currency of the United States of
America which, on the date of payment, is legal tender for the payment of debts due the United
States of America, upon their presentation and surrender as they respectively become due and
payable, whether at maturity or by prior redemption, at the principal corporate trust office of the
Registrar. The interest on each Bond shall be payable by check on the Interest Payment Date,
mailed by the Registrar on or before each Interest Payment Date to the Owner of record as of the
Record Date, to the address of such Owner as shown on the Bond Register. Any accrued interest
payable at maturity on a Bond shall be paid upon presentation and surrender of such Bond at the
principal corporate trust office of the Registrar.
If the date for payment of the principal of or interest on any Bond is not a Business Day,
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 such payment was due.
11. Successor Registrars. The City covenants that at all times while any Bonds are
outstanding it will provide a legally qualified bank, trust company, financial institution or other
agency to act as Registrar for the Bonds. The City reserves the right to change the Registrar for
the Bonds on not less than 60 days written notice to the Registrar, so long as any such notice is
effective not less than 60 days prior to the next succeeding principal or interest payment date on
the Bonds. Promptly upon the appointment of any successor Registrar, the previous Registrar
shall deliver the Bond Register or copies thereof to the new Registrar, and the new Registrar
shall notify each Owner, by United States mail, first class postage prepaid, of such change and of
the address of the new Registrar. Each Registrar hereunder, by acting in that capacity, shall be
deemed to have agreed to the provisions of this Section.
12. Special Record Date. If interest on any Bond is not paid on any Interest Payment
Date and continues unpaid for thirty (30) days thereafter, the Registrar shall establish a new
record date for the payment of such interest, to be known as a Special Record Date. The
Registrar shall establish a Special Record Date when funds to make such interest payment are
received from or on behalf of the City. Such Special Record Date shall be fifteen (15) days prior
to the date fixed for payment of such past due interest, and notice of the date of payment and the
Special Record Date shall be sent by United States mail, first class, postage prepaid, not later
than five (5) days prior to the Special Record Date, to each affected Owner of record as of the
close of business on the day prior to the mailing of such notice.
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13. Ownership, Unclaimed Principal and Interest. The City, the Registrar and any
other person may treat the person in whose name any Bond is registered as the absolute owner of
such Bond for the purpose of making and receiving payment of principal of and premium, if any,
or interest on such Bond, and for all other purposes, whether or not such Bond is overdue, and
neither the City nor the Registrar shall be bound by any notice or knowledge to the contrary. All
payments made to the person deemed to be the owner of any Bond in accordance with this
Section 13 shall be valid and effectual and shall discharge the liability of the City and the
Registrar upon such Bond to the extent of the sums paid.
Amounts held by the Registrar which represent principal of and interest on the Bonds
remaining unclaimed by the Owner after the expiration of three years from the date such
amounts have become due and payable shall be reported and disposed of by the Registrar in
accordance with the applicable provisions of Texas law, including Title 6 of the Texas Property
Code, as amended.
14. Registration, Transfer, and Exchange. So long as any Bonds remain outstanding,
the Registrar shall keep the Bond Register at its principal corporate trust office and, subject to
such reasonable regulations as it may prescribe, the Registrar shall provide for the registration
and transfer of Bonds in accordance with the terms of this Ordinance. If the Registrar does not
maintain its principal offices in the State of Texas, the City agrees to keep a Bond Register at its
offices which is identical to the Bond Register maintained by the Registrar and the Registrar will
notify the City as to any changes in the Bond Register within 1 business day.
Each Bond shall be transferable only upon the presentation and surrender thereof at the
principal corporate trust office of the Registrar, duly endorsed for transfer, or accompanied by an
assignment duly executed by the registered Owner or his authorized representative in form
satisfactory to the Registrar. Upon due presentation of any Bond in proper form for transfer, the
Registrar shall authenticate and deliver in exchange therefor, within three (3) business days after
such presentation, a new Bond or Bonds, registered in the name of the transferee or transferees,
in authorized denominations and of the same type, maturity and aggregate principal amount and
bearing interest at the same rate as the Bond or Bonds so presented.
All Bonds shall be exchangeable upon presentation and surrender thereof at the principal
corporate trust office of the Registrar for a Bond or Bonds of the same type, maturity and interest
rate and in any authorized denomination, in an aggregate amount equal to the unpaid principal
amount of the Bond or Bonds presented for exchange. The Registrar shall be and is hereby
authorized to authenticate and deliver exchange Bonds in accordance with the provisions of this
Section 14. Each Bond delivered in accordance with this Section 14 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 Bond is delivered.
The City or the Registrar may require the Owner of any Bond to pay a sum sufficient to
cover any tax or other governmental charge that may be imposed in connection with the transfer
or exchange of such Bond. Any fee or charge of the Registrar for such transfer or exchange shall
be paid by the City.
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Neither the City nor the Registrar shall be required to transfer or exchange any Bond called
for redemption, in whole or in part, within forty-five (45) days of the date fixed for redemption;
provided, however, such limitation on transfer shall not be applicable to an exchange by the Owner
of the unredeemed balance of a Bond called for redemption in part.
15. Mutilated, Lost, or Stolen Bonds. Upon the presentation and surrender to the
Registrar of a mutilated Bond, the Registrar shall authenticate and deliver in exchange therefor a
replacement Bond of like maturity, interest rate, and principal amount, bearing a number not
contemporaneously outstanding. If any Bond is lost, apparently destroyed, or wrongfully taken,
the City, pursuant to the applicable laws of the State of Texas and in the absence of notice or
knowledge that such Bond has been acquired by a bona fide purchaser, shall execute and the
Registrar shall authenticate and deliver a replacement Bond of like maturity, interest rate and
principal amount, bearing a number not contemporaneously outstanding.
The City or the Registrar may require the Owner of a mutilated Bond to pay a sum
sufficient to cover any tax or other governmental charge that may be imposed in connection
therewith and any other expenses connected therewith, including the fees and expenses of the
Registrar. The City or the Registrar may require the Owner of a lost, apparently destroyed or
wrongfully taken Bond, before any replacement Bond is issued, to:
(1) furnish to the City and the Registrar satisfactory evidence of the
ownership of and the circumstances of the loss, destruction or theft of such Bond;
(2) furnish such security or indemnity as may be required by the Registrar and
the City to save them harmless;
(3) pay all expenses and charges in connection therewith, including, but not
limited to, printing costs, legal fees, fees of the Registrar and any tax or other
governmental charge that may be imposed; and
(4) meet any other reasonable requirements of the City and the Registrar.
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 City and the Registrar 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 City or the Registrar in connection therewith.
If any such mutilated, lost, apparently destroyed or wrongfully taken Bond has become or
is about to become due and payable, the City in its discretion may, instead of issuing a
replacement Bond, authorize the Registrar to pay such Bond.
Each replacement Bond delivered in accordance with this Section 14 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.
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16. Cancellation of Bonds. All Bonds paid in accordance with this Ordinance, and all
Bonds in lieu of which exchange Bonds or replacement Bonds are authenticated and delivered in
accordance herewith, shall be cancelled and destroyed upon the making of proper records
regarding such payment. The Registrar shall furnish the City with appropriate Bonds of
destruction of such Bonds.
17. Book-EntrySystem. (a) Notwithstanding any other provision hereof, upon initial
issuance of the Bonds but at the sole election of the Underwriter, the ownership of the Bonds shall
be registered in the name of Cede & Co., as nominee of DTC, and except as otherwise provided in
this Section, all of the Outstanding Bonds shall be registered in the name of Cede & Co., as nominee
of DTC. The definitive Bonds shall be initially issued in the form of a single separate Bond for each
of the maturities thereof. If the Underwriter shall elect to invoke the provisions of this Section, then
the following provisions shall take effect with respect to the Bonds.
(b) With respect to Bonds registered in the name of Cede & Co., as nominee of DTC, the
City and the Registrar 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. Without
limiting the immediately preceding sentence, the City and the Registrar 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 in the Bonds, (ii) the delivery to any
DTC Participant or any other person, other than an Owner of a Bond, as shown on the 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 an Owner of a Bond, 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 City and the Registrar
shall be entitled to treat and consider the person in whose name each Bond is registered in the
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 all matters with respect to such
Bond, for the purpose of registering transfers with respect to such Bond, and for all other
purposes whatsoever. The Registrar shall pay all principal of, premium, if any, and interest on
the Bonds only to or upon the order of the respective Owners, as shown in the Register as
provided in this Ordinance, or their respective attorneys duly authorized in writing, and all such
payments shall be valid and effective to fully satisfy and discharge the City's obligations with
respect to payment of principal of, premium, if any, and interest on the Bonds to the extent of the
sum or sums so paid. No person other than an Owner as shown in the Register, shall receive a
Bond evidencing the obligation of the City to make payments of amounts due pursuant to this
Ordinance. Upon delivery by DTC to the Registrar of written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., the word "Cede & Co." in this
Ordinance shall refer to such new nominee of DTC.
(c) In the event that the City in its sole discretion determines that the beneficial owners
of the Bonds be able to obtain Bonds, or in the event DTC discontinues the services described
herein, the City 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, and 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
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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 , as
identified by DTC. In such event, the Bonds shall no longer be restricted to being registered in
the Register in the name of Cede & Co., as nominee of DTC, but may be registered in the name
of the successor securities depository, or its nominee, or in whatever name or names Owners
transferring or exchanging Bonds shall designate, in accordance with the provisions of this
Ordinance.
(d) The execution and delivery of the Blanket Letter of Representations is hereby ratified
and approved and the Mayor is hereby authorized and directed to execute a new Blanket Letter
of Representations, if required, with such changes as may be approved by the Mayor or City
Manager of the City.
(e) 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 Blanket Letter of
Representations.
18. Redemption and Defeasance.
(a) motional Redemption. The Bonds shall be subject to redemption prior to the
stated maturity, at the option of the City at such times, in such amounts, in such manner and at
such redemption prices as may be designated and provided for in the Officer's Pricing
Certificate.
(b) Partial Redemption. If less than all of the Bonds are to be redeemed pursuant to
this Section, the City shall determine the maturity or maturities and the amounts thereof to be
redeemed and shall direct the Paying Agent/Registrar to call by lot the Bonds, or portions
thereof, within such maturity or maturities and in such principal amounts for redemption at the
close of business on the Business Day next preceding the date of mailing such notice.
(c) Notice of Redemption. Notice of any redemption shall be sent by the Paying
Agent/Registrar by United States mail, first-class postage prepaid, at least 30 days prior to the
date fixed for any such redemption, to the registered owner of each Bond, or portion thereof to
be redeemed, at its address as it appeared on the Register on the close of business on the business
day next preceding the date of mailing such notice; provided, however, that the failure to send,
mail, or receive such notice, 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. By the
date fixed for any such redemption, due provision shall be made by the City with the Paying
Agent/Registrar for the payment of the required redemption price for this Bond or the portion
hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption.
If such notice of redemption is given, and if due provision for such payment is made, all as
provided above, this Bond, or the portion thereof which is to be so redeemed, thereby
automatically shall be redeemed prior to its scheduled maturity, and shall not bear interest after
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the date fixed for its redemption, and shall not be regarded as being outstanding except for the
right of the registered owner to receive the redemption price plus accrued interest to the date
fixed for redemption from the Paying Agent/Registrar out of the funds provided for such
payment. The Paying Agent/ Registrar shall record in the Register 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, 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 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 the Ordinance.
Bonds may be redeemed only in integral multiples of $5,000. If a Bond subject to
redemption is in a denomination larger than $5,000, a portion of such Bond may be redeemed,
but only in integral multiples of $5,000. Upon surrender of any Bond for redemption in part, the
Registrar, in accordance with Section 14 hereof, shall authenticate and deliver in exchange
therefor a Bond(s) of like maturity and interest rate in an aggregate principal amount equal to the
unredeemed portion of the Bond(s) so surrendered.
The City, 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.
With respect to any optional redemption of the Bonds, unless moneys. sufficient to pay the
principal of and premium, if any, and interest on the Bonds to be redeemed shall have been received
by the Paying Agent/Registrar prior to the giving of such notice of redemption, such notice may
state that said redemption is conditional upon the receipt of such moneys by the Paying
Agent/Registrar on or prior to the date fixed for such redemption, or upon the satisfaction of any
prerequisites set forth in such notice of redemption; and, if sufficient moneys are not received, such
notice shall be of no force and effect, the City shall not redeem such Bonds and the Paying
Agent/Registrar shall give notice, in the manner in which the notice of redemption was given, to the
effect that the Bonds have not been redeemed.
(d) Conditional Redemption. The City reserves the right in the case of an optional
redemption to give notice of its election or direction to redeem Bonds conditioned upon the
occurrence of subsequent events. Such notice may state (i) that the redemption is conditioned
upon the deposit of moneys and/or authorized securities, in an amount equal to the amount
necessary to effect the redemption, with the Paying Agent/Registrar, or such other entity as may
be authorized by law, no later than the redemption date or (ii) that the City retains the right to
rescind such notice at any time prior to the scheduled redemption date if the City delivers a
certificate of the City to the Paying Agent/Registrar instructing the Paying Agent/Registrar to
rescind the redemption notice, and such notice and redemption shall be of no effect if such
moneys and/or authorized securities are not so deposited or if the notice is rescinded. The
Paying Agent/Registrar shall give prompt notice of any such rescission of a conditional notice of
redemption to the affected owners. Any Bonds subject to conditional redemption where
redemption has been rescinded shall remain outstanding, and the rescission shall not constitute
an Event of Default. Further, in the case of a conditional redemption, the failure of the City to
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make moneys and/or authorized securities available in part or in whole on or before the
redemption date shall not constitute an Event of Default.
(e) Defeasance. The City may defease the provisions of this Ordinance or any
ordinance applicable to any Parity Bonds being defeased and discharge its obligation to the Owners
of any or all of the Bonds, or any or all Parity Bonds to pay principal, interest and redemption
premium, if any, thereon in any manner permitted by law, including by depositing with the Paying
Agent/Registrar, or if authorized by Texas law, with any national or state bank having trust powers
and having combined capital and surplus of at least $50 million, or with the State Treasurer of the
State of Texas either: (a) cash in an amount equal to the principal amount and redemption premium,
if any, of such bonds being defeased plus interest thereon to the date of maturity or redemption; or
(b) pursuant to an escrow or trust agreement, cash and/or direct bonds of, or bonds the principal of
and interest on which are guaranteed by or secured by the pledge of direct bonds of the United
States of America, in principal amounts and maturities and bearing interest at rates sufficient to
provide for the timely payment of the principal amount and redemption premium, if any, of such
bonds being defeased plus interest thereon to the date of maturity or redemption; provided,
however, that if any of such bonds being defeased are to be redeemed prior to their respective dates
of maturity, provision shall have been made for giving notice of redemption as provided in this
Ordinance or ordinance applicable to the Parity Bonds being defeased. Upon such deposit, such
bonds being defeased shall no longer be regarded to be outstanding or unpaid. Any surplus amounts
not required to accomplish such defeasance shall be returned to the City.
19. Form. The Form of Bond as set forth in the Officer's Pricing Certificate is hereby
approved. The form of the Bonds, including the form of the Registrar's Authentication Certificate,
the form of Assignment, and the form of Registration Bond of the Comptroller of Public Accounts
of the State of Texas which shall be attached or affixed to the Bonds initially issued shall be,
respectively, substantially as set forth in the Officer's Pricing Certificate, with such additions,
deletions and variations as may be necessary or desirable and not prohibited by this Ordinance.
20. Legal Opinion; CUSIP Numbers. The approving opinion of Holland & Knight
LLP, Houston, Texas, Bond Counsel, and CUSIP Numbers may be printed on the Bonds, but
errors or omissions in the printing of such opinion or such numbers shall have no effect on the
validity of the Bonds.
21. (a) Pledge and Source of Payment. The City hereby covenants and agrees
that, subject only to the prior lien on and pledge of the Net Revenues of the System to the
payment and security of the Prior Lien Bonds (including the establishment and maintenance of
the special funds created for the payment and security thereof) under the terms and conditions of
the ordinances and proceedings pertaining to their authorization, all Gross Revenues of the
System shall, as collected and received by the City, be deposited and paid into the special funds
established in this Ordinance, and shall be applied in the manner hereinafter set forth, in order to
provide for (i) the payment of all Maintenance and Operation Expenses and (ii) the payment of
principal, interest and any redemption premiums on the Bonds, and all expenses of paying,
securing and insuring the same.
The Bonds are special obligations of the City payable solely from and secured by a lien
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on and pledge of the Net Revenues of the System, such lien and pledge, however, being junior
and subordinate only to the lien on and pledge of such Net Revenues to the payment and security
of the Prior Lien Bonds,. which Net Revenues shall, in the manner hereafter provided, be set
aside for and are hereby pledged by the City to the payment of the Bonds and any Parity Bonds.
The Bonds do not constitute a legal or equitable pledge, charge, lien or encumbrance upon any
property of the City or the System, except with respect to the Net Revenues. THE HOLDER
OF THIS OBLIGATION IS NOT ENTITLED TO DEMAND PAYMENT OF THIS
OBLIGATION OUT OF ANY MONEY RAISED BY TAXATION.
IT IS ORDERED AND DIRECTED that this Ordinance pledging Net Revenues for the
payment of the Bonds to the extent provided herein be filed and recorded in the records of the
City as necessary to cause the pledge to be valid under Section 1201.44 of the Government Code
of Texas. At any time while any of the Bonds are outstanding, if it is determined by the City or
demanded by the holder of any Bonds that further action by the City is required to make the
pledge valid or maintain the validity of the pledge, the City covenants and hereby directs the
officers of the City to make such filings, including but not limited to appropriate filings under
Chapter 9 of the Business and Commerce Code of Texas as are necessary to make the pledge
valid or continue its validity.
(b) Construction Fund. There is hereby created and there shall be established on the
books of the City a separate account to be entitled the "City of Beaumont, Texas, Waterworks
and Sewer System Revenue and Refunding Bonds, Series 2020A Construction Fund".
Immediately after the sale and delivery of the Series 2020A Bonds, that portion of the proceeds
of the Series 2020A Bonds to be used for the cost of the Project and the cost of issuance of the
Series 2020A Bonds shall be deposited into such Construction Fund and disbursed for such
purposes. Pending completion of construction of the Project, interest earned on such proceeds
may be used, at the City's discretion, for the Project and shall be accounted for, maintained,
deposited and expended as permitted by the provisions of Section 1201.043 of the Government
Code of Texas, as from time to time in effect, or as otherwise required by applicable law.
Thereafter, such interest shall be deposited in the Interest and Sinking Fund. Upon completion
of the Project, the monies, if any, remaining in such Construction Fund shall be transferred and
deposited by the City into the Interest and Sinking Fund.
(c) Rates and Charges. So long as any Parity Bonds remain outstanding, there shall
be fixed, charged and collected rates and charges for the use and services of the System, which
may be fully sufficient at all times:
(i) to pay all Maintenance and Operation Expenses; and
(ii) to produce Net Revenues in each fiscal year at least equal to 110 percent
of the principal and interest requirements scheduled to occur in such fiscal year on all
Prior Lien Bonds (including the Reserve Fund Requirement) and Parity Bonds then
outstanding, but in no event less than the amount required to establish and maintain the
Interest and Sinking Fund, and, to the extent that funds for such purpose are not
otherwise available, to pay all other outstanding obligations payable from the Net
Revenues of the System as and when the same become due.
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The City covenants that it will not grant or permit any free service from the System
except for public buildings and institutions operated by the City.
(d) Special Funds. The following special funds shall be maintained and accounted
for as hereinafter provided so long as any of the Parity Bonds remain outstanding:
(i) Waterworks and Sewer System Revenue Fund (the "Revenue Fund");
(ii) Waterworks and Sewer System Revenue Bond Interest and Sinking Fund
(the "Interest and Sinking Fund");
(iii) Waterworks and Sewer System Bond Reserve Fund (the "Reserve Fund");
and
(iv) Waterworks and Sewer System Prior Lien Bond Reserve Fund (the "Prior
Lien Reserve Fund").
The Revenue Fund shall be maintained as a separate account on the books of the City.
The Interest and Sinking Fund, the Reserve Fund and the Prior Lien Reserve Fund shall be
maintained at an official depository bank of the City, separate and apart from all other funds and
accounts of the City, and. shall constitute trust funds which shall be held in trust for the benefit of
the holders of the Parity Bonds, and the proceeds of which (except for interest income, which
shall be transferred to the Revenue Fund) shall be and are hereby pledged to the payment of the
Parity Bonds. All of the funds named above shall be used solely as provided in this Ordinance
so long as any Parity Bonds remain outstanding.
(e) Flow of Funds. All Gross Revenues of the System shall be deposited as collected
into the Revenue Fund. Moneys from time to time on deposit to the credit of the Revenue Fund
shall be applied as follows in the following order of priority:
(i) First, to pay Maintenance and Operation Expenses and to provide by
encumbrance for the payment of all obligations incurred by the City for Maintenance and
Operation Expenses which may include an operating reserve equal to one month's
estimated Maintenance and Operation Expenses.
(ii) Second, To the payment of the amounts required to be deposited in the
Prior Lien Reserve Fund, special funds or accounts created and established for the
payment and security of the Prior Lien Bonds in accordance with the ordinances
authorizing the issuance thereof.
(iii) Third, to make all deposits into the Interest and Sinking Fund required by
this Ordinance and any ordinance authorizing the issuance of any outstanding Additional
Parity Bonds.
(iv) Fourth, to make all deposits into the Reserve Fund required by this
Ordinance and any ordinance authorizing the issuance of Additional Parity Bonds.
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(v) Fifth, to pay any amounts due to any bond insurer of Parity Bonds not paid
pursuant to subsections (ii) or (ii) above.
(vi) Sixth, for any lawful purpose, including transfers to the General Fund as
permitted by law. Such permitted transfers to the General Fund are hereby expressly
authorized by this Ordinance and the purposes for which such surplus revenues may be
used shall include, but not be limited to, payment of any other debt, expense, or
obligation of the City.
Whenever the total amounts on deposit to the credit of the Interest and Sinking Fund,
Reserve Fund shall be equivalent to the sum of the aggregate principal amount of all outstanding
Parity Bonds plus the aggregate amount of all interest accrued and to accrue thereon, no further
payments need be made into the Interest and Sinking Fund, and the Reserve Fund.
(f) Interest and Sinking Fund. On or before the last Business Day of each month so
long as any Parity Bonds remain outstanding, after making all required payments and provision
for payment of Maintenance and Operation Expenses, there shall be transferred into the Interest
and Sinking Fund from the Revenue Fund the following amounts:
(i) Such amounts, in approximately equal monthly installments, as will be
sufficient to pay the interest scheduled to become due on the Parity Bonds on the next
interest payment date; and
(ii) Such amounts, in approximately equal monthly installments, as will be
sufficient to pay the next maturing principal of the Parity Bonds, including the principal
amounts of, and any redemption premiums on, any Parity Bonds payable as a result of the
exercise or operation of any redemption provision contained in this Ordinance or in any
ordinance authorizing the issuance of Parity Bonds.
Moneys deposited to the credit of the Interest and Sinking Fund (except for interest
income, which shall be transferred to the Revenue Fund) shall be used solely for the purpose of
paying principal (either at maturity or prior redemption or to purchase Parity Bonds in the open
market to be credited against mandatory redemption requirements), interest and redemption
premiums on the Parity Bonds, plus all bank charges and other costs and expenses relating to
such payment, on a pro rata basis among all series of Parity Bonds. On or before each principal
and/or interest payment date for the Parity Bonds, the City shall transfer from the Interest and
Sinking Fund to the paying agents for the Parity Bonds an amount equal to the principal, interest
and redemption premiums payable on the Parity Bonds on such date, together with an amount
equal to all bank charges and other costs and expenses relating to such payment. The paying
agents for the Parity Bonds shall totally destroy all paid Parity Bonds and coupons (if any) and
shall provide the City with an appropriate Bond of destruction.
(g) Reserve Fund. Unless the Reserve Fund is fully funded, on or before the last
Business Day of each month so long as any Parity Bonds remain outstanding, after making all
required payments and provision for payment of Maintenance and Operation Expenses, and after
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making the transfers into the Interest and Sinking Fund required in the preceding Section, there
shall be transferred into the Reserve Fund from the Revenue Fund an amount at least equal to
one -sixtieth (1/60th) of the average annual principal and interest requirements on the Parity
Bonds, so that the Reserve Fund shall contain, in no more than 60 months after the issuance of
each such issue of Parity Bonds, money and investments in an aggregate amount at least equal to
the average annual principal and interest requirements on all Parity Bonds then outstanding.
After such amount has accumulated in the Reserve Fund and so long thereafter as such Fund
contains such amount, no further deposits shall be required to be made into the Reserve Fund,
and any excess amounts may be transferred to the Revenue Fund. But if and whenever the.
balance in the Reserve Fund is reduced below such amount, monthly deposits into such fund
shall be resumed and continued in amounts at least equal to one -sixtieth (1/601') of the average
annual principal and interest requirements on the Parity Bonds until the Reserve Fund has been
restored to such amount; provided however, if a Reserve Fund Policy has been obtained by the
City pursuant to the next paragraph below, then the provisions of such next paragraph shall
govern and control with respect to replenishment of amounts drawn under the Reserve Fund
Surety Policy. The Reserve Fund shall be used to pay the principal of and interest on the Parity
Bonds at any time when there is not sufficient money available in the Interest and Sinking Fund
for such purpose and it may be used finally to pay and retire the last Parity Bonds to mature or be
redeemed.
To the extent permitted by law, the City expressly reserves the right at any time to satisfy
all or any part of the amounts required to be on deposit in the Reserve Fund (the "Reserve Fund
Requirement") by obtaining for the benefit of the Reserve Fund one or more Reserve Fund
Surety Policies (a "Reserve Fund Surety Policy"). The purchase of such Reserve Fund Surety
Policy is approved, and the Mayor, Mayor Pro-Tem, City Manager, Chief Financial Officer, City
Clerk, Deputy City Clerk, and all other appropriate officers and agents of the City are each
authorized to execute such documents, including but not limited to a reimbursement agreement,
to grant a subordinated pledge and lien on the Net Revenues as security for the payment of
amounts due under the reimbursement agreement (which grant if made is hereby approved), and
to do any and all things necessary or desirable to obtain such a Policy if in the discretion of the
acting official deems its acquisition in the best interests of the City. In the event the City elects
to substitute at any time a Reserve Fund Surety Policy for any funded amounts in the Reserve
Fund, it may apply any bond proceeds thereby released, to the greatest extent permitted by law,
to any purposes for which the bonds were issued, and if all such purposes have been satisfied, to
the payment of debt service on such bonds, and it may apply any other funds thereby released to
any of the purposes for which such funds may lawfully be applied including the payment of debt
service on the Parity Bonds. A Reserve Fund Surety Policy shall be an insurance policy or other
similar guarantee in a principal amount equal to the portion of the Reserve Fund Requirement to
be satisfied which is issued by a financial institution or insurance company with a rating for its
long term unsecured debt or claims paying ability of at least an investment grade category by two
major municipal securities evaluation sources. The premium for any such policy shall be paid
from bond proceeds or other funds of the City lawfully available for such purpose. The City
reserves the right to fund any increase in the Reserve Fund Requirement caused by the issuance
of Additional Parity Bonds by the purchase of a Reserve Fund Surety Policy in the amount of
such increase or by making transfers from the Revenue Fund to the Reserve Fund, in
approximately equal monthly installments, in amounts sufficient to accumulate the increase in
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the Reserve Fund Requirement within sixty (60) months of the issuance of such Additional
Parity Bonds. If the Reserve Fund contains only cash and the balance in the Reserve Fund is
reduced below the Reserve Fund Requirement at any time, the City shall make monthly transfers
from the Revenue Fund to the Reserve Fund, in approximately equal monthly installments, in
amounts sufficient to restore the balance in the Reserve Fund to the Reserve Fund Requirement
within twelve (12) months of the date on which the balance in the Reserve Fund was so reduced.
If the Reserve Fund contains a Reserve Fund Surety Policy (and no cash) and a draw is made
against such policy, the City shall make monthly transfers from the Revenue Fund, in
approximately equal monthly installments, in amounts sufficient to reimburse the amount drawn
under such policy within twelve (12) months. If the Reserve Fund contains a combination of
cash and a Reserve Fund Surety Policy, and the balance in the Reserve Fund is reduced below
the Reserve Fund Requirement by a combination of cash withdrawals and draws against the
Reserve Fund Surety Policy, the City shall make monthly transfers from the Revenue Fund, in
approximately equal monthly installments, in amounts sufficient to restore the cash balance in
the Reserve Fund and reimburse the amount drawn under such policy within twelve (12) months,
with reimbursement to be made for all amounts drawn under such policy before any cash
deposits are made into the Reserve Fund. Any reimbursement of amounts drawn against a
Reserve Fund Surety Policy shall be limited to the amounts actually paid under such policy, and
the City shall have no obligation to make any reimbursement payment with respect to any such
policy except as provided herein.
Notwithstanding anything to the contrary contained herein, the requirement set
forth above in this subsection to maintain the Reserve Fund Requirement in the Reserve
Fund shall be suspended for such time as the Net Revenues for each Fiscal Year are equal
to at least 1.30 times the Average Annual Debt Service Requirements. In the event that the
Net Revenues for any Fiscal Year are less than 1.30 times the Average Annual Debt Service
Requirements, the City will be required to commence making Required Reserve Fund
Deposits, as provided above, and to continue such Required Reserve Fund Deposits until
the earlier of (i) such time as the Reserve Fund contains the Reserve Fund Requirement or
(ii) the Net Revenues in each of two consecutive years have been equal to not less than 1.30
times the Average Annual Debt Service Requirements.
During such time as the Reserve Fund contains the Reserve Fund Requirement or
the obligation to maintain the Reserve Fund Requirement has been suspended pursuant to
the paragraph above, the City may, at its option, withdraw all surplus funds in the Reserve
Fund and deposit such surplus in the Interest and Sinking Fund or otherwise use such
amount in any manner permitted by law.
(h) Prior Lien Reserve Fund. The City shall fully fund the reserve fund as provided
in the ordinances in connection with the Prior Lien Bonds.
(i) Deficiencies in Funds. If in any month there shall not be deposited into any Fund
maintained pursuant to this Section 21 the full amounts required herein, amounts equivalent to
such deficiency shall be set apart and paid into such Fund or Funds from the first available and
unallocated money in the Revenue Fund, and such payment shall be in addition to the amounts
otherwise required to be paid into such Funds during the succeeding month or months. To the
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extent necessary, the rates and charges for the System shall be increased to make up for any such
deficiencies.
0) Investment of Funds; Transfer of Investment Income. Money in each Fund
maintained pursuant to this Section of this Ordinance may, at the option of the City, be invested
as permitted by law, provided that all such deposits and investments shall be made in such
manner that the money required to be expended from any Fund will be available at the proper
time or times. Any obligation in which money is so invested shall be kept and held in the Fund
from which the investment was made. All such investments shall be promptly sold when
necessary to prevent any default in connection with the Parity Bonds. All interest and income
derived from such deposits and investments shall be transferred or credited as received to the
Revenue Fund, and shall constitute Gross Revenues of the System; provided, however, to the
extent such interest and income is derived from bond proceeds, such interest and income shall
not constitute Gross Revenues of the System and shall only be used for the purposes for which
the bond proceeds may be used.
22. Additional Bonds.
(a) No Additional Obligations to be Issued on a Parity with the Prior Lien Bonds.
The City shall not hereafter issue any additional obligations on a parity with the Prior Lien
Bonds or create or issue evidences of indebtedness for any purpose possessing a lien on the Net
Revenues of the System superior to that to be possessed by the Parity Bonds.
(b) Additional Parity Bonds. In addition to the right to issue bonds of inferior lien as
authorized by law, the City reserves the right to issue, for any lawful purpose, including the
refunding of any previously issued Prior Lien Bonds, Parity Bonds or any other bonds or
obligations of the City issued in connection with the System, one or more series of Additional
Parity Bonds payable from, and secured by a lien on and pledge of, the Net Revenues of the
System, on a parity with the Bonds and any other Additional Parity Bonds then outstanding;
provided, however, that no Additional Parity Bonds may be issued unless:
(i) The Additional Parity Bonds mature on September 1, and interest is
payable on March 1 and September 1;
(ii) The Interest and Sinking Fund contain the amount of money then required to
be on deposit therein;
(iii) For either the preceding Fiscal Year or any consecutive 12-month calendar
period ending no more than 90 days prior to adoption of the ordinance authorizing such
Additional Parity Bonds, Net Revenues were equal to at least 125% of the average annual
principal and interest requirements on all Prior Lien Bonds and Parity Bonds that will be
outstanding after the issuance of the series of Additional Parity Bonds then proposed to
be issued, as certified by the City's Finance Officer or by an independent certified public
accountant or firm of independent certified public accountants; or
(iv) If the City cannot meet the test described in (iii) above, but a change in the
rates and charges applicable to the System becomes effective at least sixty (60) days prior
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to the adoption of the ordinance authorizing Additional Parity Bonds and the City's
Finance Officer certifies that, had such change in rates and charges been effective for the
preceding fiscal year or 12 consecutive calendar month period ending no more than 90
days prior to adoption of said ordinance, the Net Revenues for such period would have
met the test described in (iii) above.
(c) Subordinate Lien Obligations. The City reserves the right to issue, for any lawful
purpose, bonds, notes or other obligations (including but not limited to reimbursement
agreements undertaken to obtain reserve fund security policies) secured in whole or in part by
liens on and pledges of the Net Revenues that are junior and subordinate to the lien on and
pledge of Net Revenues securing payment of the Parity Bonds. Such subordinate lien
obligations may be further secured by any other source of payment lawfully available for such
purposes.
(d) Special Project Bonds. The City reserves the right to issue revenue bonds secured
by liens on and pledges of revenues and proceeds derived from Special Projects.
23. Covenants and Provisions Relating to all Parity Bonds.
(a) Punctual Payment of Pail. Bonds. The City will punctually pay or cause to be
paid the interest on and principal of all Parity Bonds according to the terms thereof and will
faithfully do and perform, and at all times fully observe, any and all covenants, undertakings,
stipulations and provisions contained in this Ordinance and in any ordinance authorizing the
issuance of Additional Parity Bonds.
(b) Maintenance of System. So long as any Parity Bonds remain outstanding, the
City covenants that it will at all times maintain the System, or within the limits of its authority
cause the same to be maintained, in good condition and working order and will operate the same,
or cause the same to be operated, in an efficient and economical manner at a reasonable cost and
in accordance with sound business principles. In operating and maintaining the System, the City
will comply with all contractual provisions and agreements entered into by it and with all valid
rules, regulations, directions or order of any governmental, administrative or judicial body
promulgating same, noncompliance with which would materially and adversely affect the
operation of the System.
(c) Sale or Encumbrance of System. So long as any Parity Bond remains
outstanding, the City will not sell, dispose of or, except as permitted in this Ordinance, further
encumber the System; provided, however, that this provision shall not prevent the City from
disposing of any portion of the System which is being replaced or is deemed by the City to be
obsolete, worn out, surplus or no longer needed for the proper operation of the System. Any
agreement pursuant to which the City contracts with a person, corporation, municipal corporation
or political subdivision to operate the System or to lease and/or operate all or part of the System
shall not be considered as an encumbrance of the System.
(d) Insurance. The City further 'covenants and agrees that it will keep the System
insured with insurers of good standing against risks, accidents or casualties against which and to
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the extent insurance is customarily carried by political subdivisions of the State of Texas
operating similar properties, to the extent that such insurance is available. The cost of all such
insurance, together with any additional insurance, shall be a part of the Maintenance and
Operation Expenses. All net proceeds of such insurance shall be applied to repair or replace the
insured property that is damaged or destroyed, or to make other capital improvements to the
System, or to redeem Parity Bonds.
(e) Accounts, Records and Audits. So long as any Parity Bonds remain outstanding,
the City covenants and agrees that it will maintain a proper and complete system of records and
accounts pertaining to the operation of the System in which full, true and proper entries will be
made of all dealings, transactions, business and affairs which in any way affect or pertain to the
System or the Gross Revenues or the Net Revenues thereof. The City shall after the close of
each of its Fiscal Years cause an audit report of such records and accounts to be prepared by an
independent certified public accountant or independent firm of certified public accountants.
Each year promptly after such audit report is prepared, the City shall furnish a copy thereof
without cost to the Municipal Advisory Council of Texas and any holders of Parity Bonds who
shall request same. All expenses incurred in preparing such audits shall be Maintenance and
Operation Expenses.
(f) Competition. To the extent it legally may, the City will not grant any franchise or
allow for the acquisition, construction or operation of any competing facilities which might be
used as a substitute for the System and will prohibit the operation of any such competing
facilities.
(g) Pledge and Encumbrance of Net Revenues. The City covenants and represents
that it has the lawful power to pledge the Net Revenues to the payment of the Parity Bonds and
has lawfully exercised such power under the Constitution and laws of the State of Texas. The
City further covenants and represents that, other than to the payment of the Parity Bonds, the Net
Revenues are not and will not be pledged to the payment of any debt or obligation of the City, or
in any other manner encumbered unless such pledge or encumbrance is junior and subordinate to
the lien and pledge securing payment of the Parity Bonds.
(h) Remedies. This Ordinance shall constitute a contract between the City and the
holders of the Parity Bonds from time to time outstanding, and shall remain in effect until the
Parity Bonds and the interest thereon shall be fully paid or discharged or provision therefor shall
have been made as provided herein. In the event of a default in the payment of the principal of
or interest on any of the Parity Bonds or a default in the performance of any duty or covenant
provided by law or in this Ordinance, the holder or holders of any of "the Parity Bonds, as
appropriate, may pursue all legal remedies afforded by the Constitution and laws of the State of
Texas to compel the City to remedy such default and to prevent further default or defaults.
Without in any way limiting the generality of the foregoing, it is expressly provided that any
holder of any of the Parity Bonds may at law or in equity, by suit, action, mandamus, or other
proceedings, enforce and compel performance of all duties required to be performed by the City
under this Ordinance, including the making and collection of reasonable and sufficient rates and
charges for the use and services of the System, the deposit of the Gross Revenues thereof into the
special funds as herein provided, and the application of such Gross Revenues and Net Revenues
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in the manner required in this Ordinance. Acceleration of payment of principal of or interest on
the Parity Bonds shall not be a remedy of default.
(i) Legal Holiday. In any case where the date fixed for payment of interest on or
principal of the Parity Bonds or the date fixed for redemption of any Parity Bonds shall be a legal
holiday or a day on which a paying agent for the Parity Bonds is authorized by law to close, then
payment of interest or principal by such paying agent need not be made on such date but may be
made on the next succeeding business day with the same force and effect as if made on the date
fixed for such payment and no interest shall accrue for the period from such date to the date of
actual payment.
0) Unavailability of Authorized Publication. If, because of the temporary or
permanent suspension of any newspaper, journal or other publication, or, for any reason,
publication of notice cannot be made meeting any requirements herein established, any notice
required to be published by the provisions of this Ordinance shall be given in such other manner
and at such time or times as in the judgment of the City shall most effectively approximate such
required publication and the giving of such notice in such manner shall for all purposes of this
Ordinance be deemed to be in compliance with the requirements for publication thereof.
24. Further Proceedings. After the Bonds to be initially issued shall have been
executed, it shall be the duty of the Mayor and other appropriate officials and agents of the City
to deliver the Bonds to be initially issued and all pertinent records and proceedings to the
Attorney General of the State of Texas, for examination and approval. After the Bonds to be
initially issued shall have been approved by the Attorney General, they shall be delivered to the
Comptroller of Public Accounts of the State of Texas for registration. Upon registration of the
Bonds to be initially issued, the Comptroller of Public Accounts (or the Comptroller's bond clerk
or an assistant bond clerk lawfully designated in writing to act for the Comptroller) shall
manually sign the Comptroller's Registration Certificate prescribed herein and the seal of said
Comptroller shall be impressed or placed in facsimile, thereon..
25. Federal Income Tax Exclusion.
(a) General. The City intends that the interest on the Bonds be excludable
from gross income for federal income tax purposes pursuant to sections 103 and 141 through
150, inclusive, of the Code. The City covenants and agrees not to take any action, or knowingly
omit to take any action within its control, that if taken or omitted, respectively, would (i) cause
the interest on the Bonds to be includable in gross income, as defined in section 61 of the Code,
for federal income tax purposes, or (ii) result in the violation of or failure to satisfy any provision
of section 103 and 141 through 150, inclusive, of the Code. In particular, the City covenants and
agrees to comply with each requirement of this Section 25; provided, however, that the City will
not be required to comply with any particular requirement of this Section 25 if the City has
received an opinion of nationally recognized bond counsel ("Counsel's Opinion") that (i) such
noncompliance will not adversely affect the excludability of interest on the Bonds from gross
income for federal income tax purposes or (ii) compliance with some other requirement will
satisfy the applicable requirements of the Code, in which case compliance with such other
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requirement specified in such Counsel's Opinion will constitute compliance with the
corresponding requirement specified in this Section 25.
(b) No Private Use or Payment and No Private Loan Financing. The City
covenants and agrees that it will make such use of the proceeds of the Bonds, including interest
or other investment income derived from Bond proceeds, regulate the use of property financed or
refinanced, directly or indirectly, with such proceeds, and take such other and further action as
may be required so that the Bonds will not be "private activity bonds" within the meaning of
section 141 of the Code. Moreover, the City will certify, through an authorized officer,
employee or agent that, based upon all facts and estimates known or reasonably expected to be in
existence on the date the Bonds are delivered, the proceeds of the Refunded Bonds have not been
and the proceeds of the Bonds will not be used, in a manner that would cause the Bonds to be
"private activity bonds" within the meaning of section 141 of the Code.
(c) No Federal Guarantee. The City covenants and agrees not to take any
action, or knowingly omit to take any action within its control, that, if taken or omitted,
respectively, would cause the Bonds to be "federally guaranteed" within the meaning of
section 149(b) of the Code, except as permitted by section 149(b)(3) of the Code.
(d) No Hedge Bonds. The City covenants and agrees not to take any action,
or knowingly omit to take any action, within its control, that, if taken or omitted, respectively,
would cause the Bonds to be "hedge bonds" within the meaning of section 149(g) of the Code.
Moreover, the City will certify, through an authorized officer, employee, or agent that, based
upon all facts and estimates known or reasonably expected to be in existence on the date the
Bonds are delivered, the proceeds of the Refunded Bonds have not been used in a manner that
would cause the Refunded Bonds or the Bonds to be "hedge bonds" within the meaning of
section 149(g) of the Code.
(e) No Arbitrage. The City covenants and agrees that it will make such use of
the proceeds of the Bonds including interest or other investment income derived from Bond
proceeds, regulate investments of proceeds of the Bonds, and take such other and further action
as may be required so that the Bonds will not be "arbitrage bonds" within the meaning of
section 148(a) of the Code. Moreover, the City will certify, through an authorized officer,
employee or agent that, based upon all facts and estimates known or reasonably expected to be in
existence on the date the Bonds are delivered, the proceeds of the Refunded Bonds have not been
and the proceeds of the Bonds will not be used in a manner that would cause the Bonds to be
"arbitrage bonds" within the meaning of section 148(a) of the Code.
(f) Arbitrage Rebate. If the City does not qualify for an exception to the
requirements of section 148(f) of the Code relating to the required rebate to the United States, the
City will take all steps necessary to comply with the requirement that certain amounts earned by
the City on the investment of the "gross proceeds" of the Bonds (within the meaning of
section 148(f)(6)(B) of the Code), be rebated to the federal government. Specifically, the City
will (i) maintain records regarding the investment of the gross proceeds of the Bonds as may be
required to calculate the amount earned on the investment of the gross proceeds of the Bonds
separately from records of amounts on deposit in the funds and accounts of the City allocable to
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other bond issues of the City or moneys that do not represent gross proceeds of any bonds of the
City, (ii) determine at such times as are required by applicable Regulations, the amount earned
from the investment of the gross proceeds of the Bonds that is required to be rebated to the
federal government, and (iii) pay, not less often than every fifth anniversary date of the delivery
of the Bonds or on such other dates as may be permitted under applicable Regulations, all
amounts required to be rebated to the federal government. Further, the City will not indirectly
pay any amount otherwise payable to the federal government pursuant to the foregoing
requirements to any person other than the federal government by entering into any investment
arrangement with respect to the gross proceeds of the Bonds that might result in a reduction in
the amount required to be paid to the federal government because such arrangement results in a
smaller profit or a larger loss than would have resulted if the arrangement had been at arm's
length and had the yield on the issue not been relevant to either party.
(g) Information Reporting. The City covenants and agrees to. file or cause to
be filed with the Secretary of the Treasury, not later than the 15th day of the second calendar
month after the close of the calendar quarter in which the Bonds are issued, an information
statement concerning the Bonds, all under and in accordance with section 149(e) of the Code.
(h) Record Retention. The City will retain all pertinent and material records
relating to the use and expenditure of the proceeds of the Refunded Bonds and the Bonds until
three years after the last Bond is redeemed or paid at maturity, or such shorter period as
authorized by subsequent guidance issued by the Department of the Treasury, if applicable. All
records will be kept in a manner that ensures their complete access throughout the retention
period. For this purpose, it is acceptable that such records are kept either as hardcopy books and
records or in an electronic storage and retrieval system, provided that such electronic system
includes reasonable controls and quality assurance programs that assure the ability of the City to
retrieve and reproduce such books and records in the event of an examination of the Bonds by
the Internal Revenue. Service.
(i) Registration. The Bonds will be issued in registered form.
0) Deliberate Actions. The City will not take a deliberate action (as defined
in section 1.141-2(d)(3) of the Regulations) that causes the Bonds to fail to meet any requirement
of section 141 of the Code after the issue date of the Bonds unless an appropriate remedial action
is permitted by section 1.141-12 of the Regulations, the City takes such remedial action, and the
City receives a Counsel's Opinion that such remedial action cures any failure to meet the
requirements of section 141 of the Code.
(k) Continuing Obligation. Notwithstanding any other provision of this
Order, the City's obligations under the covenants and provisions of this Section 25 will survive
the defeasance and discharge of the Bonds for as long as such matters are relevant to the
excludability of interest on the Bonds from gross income for federal income tax purposes.
26. Engagement of Professionals. The City Council hereby (i) confirms the engagement
of RBC Capital Markets, LLC, as Municipal Advisor, to the City and (ii) confirms the
engagement of Holland & Knight LLP, as bond counsel to the City, and (iii) the underwriting
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syndicate as identified in the Pricing Certificate.
27. Proceeds of Sale. Proceeds from the sale of the Bonds, together with other funds
of the City, if any, shall, promptly upon receipt by the City, be applied as set forth in the Pricing
Certificate. Any proceeds remaining after the accomplishment of such purposes, including
interest earnings on the investment of such proceeds, shall be deposited to the Interest and
Sinking Fund.
28. Bond Insurance. (a) In order to obtain the lowest attainable interest rates on the
Bonds, the Pricing Officers are authorized to enter into a credit agreement with one or more
Bond Insurers to obtain one or more bond insurance policies with respect to all or a portion of
the Bonds as set forth in the Pricing Certificate. The Pricing Officers are authorized to execute
and the City Clerk is authorized to attest and affix the City's seal to any documents required in
connection with the purchase of any such policy or policies. The City hereby agrees to provisions
set forth in the Pricing Certificate.
29. Pang Agent/Registrar Agreement. The paying agent/registrar agreement (the
"Paying Agent Agreement") by and between the City and the Paying Agent, a form of which is
attached to the Pricing Certificate, is hereby approved, together with such changes or revisions as
may be necessary to accomplish the refunding or benefit the City, an is hereby authorized to be
executed by the Mayor or Mayor Pro Tem and City Clerk for and on behalf of the City.
30. Official Statement. The Preliminary Official Statement and the Official Statement
prepared in the initial offering and sale of the Bonds have been and are hereby authorized, approved
and ratified as to form and content. The use of the Preliminary Official Statement and the Official
Statement in the reoffering of the Bonds by the Underwriter is hereby approved, authorized and
ratified. The proper officials of the City are hereby authorized to execute and deliver a Bond
pertaining to the Preliminary Official Statement and the Official Statement as prescribed therein,
dated as of the date set forth herein.
31. No Personal Liability. No recourse shall be had for payment of the principal of or
interest on any Bonds or for any claim based thereon, or on this Ordinance, against any official
or employee of the City or any person executing any Bonds.
32. Continuing Disclosure Undertaking. (a) Annual Reports. The City undertakes
and agrees for the benefit of the Bond holders to provide annually to the MSRB, within six months
after the end of each fiscal year, financial information and operating data with respect to the City of
the general type included in the final Official Statement authorized in this Ordinance (i) under the
headings "CITY WATERWORKS AND SEWER SYSTEM REVENUE DEBT,"
"ADMINISTRATION OF THE CITY," "THE SYSTEM -WATER AND SEWER RATES" and in
APPENDIX B. The information to be provided shall include the financial statements of the City
prepared in accordance with the accounting principles the City may be required to employ from
time to time pursuant to State law or regulation and audited, if the audit is completed within the
period during which they must be provided. If the audit of such financial statements is not
completed within such period, then the City shall provide unaudited financial statements for the
applicable fiscal year to the MSRB within such six month period, and audited financial statements
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when the audit report on such statement becomes available.
If the City changes its fiscal year, it will notify the MSRB of the change (and of the date
of the new fiscal year end) prior to the next date by which the City otherwise would be required
to provide financial information and operating data pursuant to this Section.
The financial information and operating data to be provided pursuant to this Section may
be set forth in full in one or more documents or may be included by specific reference to any
document (including an official statement or other offering document, if it is available from the
MSRB) that theretofore has been provided to the MSRB or filed with the SEC.
(a) Material Event Notices. The City shall notify the MSRB, in a timely manner, of
any of the following events with respect to the Bonds, if such event is material within the
meaning of the federal securities laws:
i. Principal and interest payment delinquencies;
ii. Non-payment related defaults, if material;
iii. Unscheduled draws on debt service reserves reflecting financial difficulties;
iv. Unscheduled draws on credit enhancements reflecting financial difficulties;
V. Substitution of credit or liquidity providers, or their failure to perform;
vi. Adverse tax opinions or the issuance by the Internal Revenue Service of
proposed or final determination of taxability, Notices of Proposed Issue (IRS
Form 5701-TEB) or other material notices or determinations with respect to
the tax status of the security, or other material events affecting the tax status
of the security;
vii. Modifications to rights of Bondholders, if material;
viii. Bond calls, if material, and tender offers;
ix. Defeasances;
X. Release, substitution or sale of property securing repayment of the securities,
if material;
xi. Rating changes;
Note to paragraph (xi): For the purposes of the event identified in paragraph (k) of
this section, the event is considered to occur when any of the following occur: the
appointment of a receiver, fiscal agent or similar officer for the City in a
proceeding under the U.S. Bankruptcy Code or in any other proceeding under
state or federal law in which a court or governmental authority has assumed
jurisdiction over substantially all of the assets or business of the City, or if such
jurisdiction has been assumed by leaving the existing governing body and
officials or officers in possession but subject to the supervision and orders of a
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court or governmental authority, or the entry of an order confirming a plan of
reorganization, arrangement or liquidation by a court or governmental authority
having supervision or jurisdiction over substantially all of the assets or business of
the City.
xii. Bankruptcy, insolvency, or receivership, or similar event of the obligated
person;
xiii. The consummation of a merger, consolidation, or acquisition involving an
obligated person or the sale of all or substantially all of the assets of the
obligated person, other than in the ordinary course of business, the entry into
a definitive agreement or undertake such action, or the termination of a
definitive agreement relating to any such actions, other than pursuant to its
terms, if material;
xiv. Appointment of a successor or additional trustee or the change of name of a
trustee, if material:
xv. Incurrence of a financial obligation of the City, if material, or agreement to
covenants, events of default, remedies, priority rights, or other similar
terms of a financial obligation of the City, any of which affect security
holders, if material; and
xvi. Default, event of acceleration, termination event, modification of terms, or
other similar events under the terms of a financial obligation of the City
any of which reflect financial difficulties.
The City shall notify the MSRB, in a timely manner, of any failure by the City to provide
financial information or operating data in accordance with section (a) above. All documents
provided to the MSRB shall be accompanied by identifying information as prescribed by the
MSRB.
The City reserves the right to file all information and notices required under this Article
through the facilities of DisclosureUSA or any other central post office approved by the SEC for
such purpose.
(b) Limitations, Disclaimers and Amendments. The City shall be obligated to observe
and perform the covenants specified in this Section for so . long as, but only for so long as, the
City remains an "obligated person" with respect to the Bonds within the meaning of the Rule,
except that the City in any event will give notice of any deposit made in accordance with Texas
law that causes Bonds no longer to be outstanding.
The provisions of this Section are for the sole benefit of the holders and beneficial
owners of the Bonds, and nothing in this Section, express or implied, shall give any benefit or
any legal or equitable right, remedy, or claim hereunder to any other person. The City
undertakes to provide only the financial information, operating data, financial statements, and
notices which it has expressly agreed to provide pursuant to this Section and does not hereby
undertake to provide any other information that may be relevant or material to a complete
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presentation of the City's financial results, condition, or prospects or hereby undertake to update
any information provided in accordance with this Section or otherwise, except as expressly
provided herein. The City does not make any representation or warranty concerning such
information or its usefulness to a decision to invest in or sell Bonds at any future date.
UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE HOLDER
OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN CONTRACT OR
TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH,
WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT
SPECIFIED IN THIS SECTION OR FROM ANY STATEMENT MADE PURSUANT TO
THIS SECTION. HOLDERS OR BENEFICIAL OWNERS OF BONDS MAY SEEK AS
THEIR SOLE REMEDY A WRIT OF MANDAMUS TO COMPEL THE CITY TO COMPLY
WITH ITS AGREEMENT.
No default by the City with respect to its continuing disclosure agreement shall constitute
a breach of or default under this Ordinance for purposes of any other provision of this Ordinance.
Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the
duties of the City under federal and state securities laws.
The provisions of this Section may be amended by the City from time to time to adapt to
changed circumstances that arise from a change in legal requirements, a change in law, or a
change in the identity, nature, status or type of operations of the City, if (i) the agreement, as
amended, would have permitted the Underwriter to purchase or sell the Bonds in the initial
primary offering in compliance with the Rule, taking into account any amendments or
interpretations of such rule to the date of such amendment, as well as such changed
circumstances, and (ii) either (a) the holders of a majority in aggregate principal amount of the
outstanding Bonds consent to such amendment, or (b) any person unaffiliated with the City (such
as nationally recognized bond counsel) determines the amendment will not materially impair the
interests of the holders and beneficial owners of the Bonds. The City may also amend or repeal
the obligations and agreement in this Section if the SEC amends or repeals the applicable
provisions of the Rule or a court of final jurisdiction determines that such provisions are invalid,
and the City may amend the agreement in its discretion in any other circumstance or manner, but
in either case only to the extent that its right to do so would not prevent an underwriter from
lawfully purchasing or reselling the Bonds in the primary offering of the Bonds in compliance
with the Rule. If the City amends its agreement, it must include with the next financial
information and operating data provided in accordance with its agreement an explanation, in
narrative form, of the reasons for the amendment and of the impact of any change in the type of
information and operating data so provided.
33. Appointment of Escrow Agent; Approval of Escrow Agreement. The, escrow
agent identified in the Pricing Certificate is hereby appointed Escrow Agent for the purpose of
refunding the Refunded Bonds. The Mayor and the City Clerk are hereby authorized and directed
to execute the Escrow Agreement on behalf of the City, the term and provisions of which are
hereby approved.
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34. Redemption of Refunded Bonds; Verification Agent. The Refunded Bonds are
hereby called for redemption prior to maturity on the dates and at the redemption prices set forth
in Schedule I. The City Clerk is hereby authorized and directed to cause to be delivered to the
paying agent/registrar for the Refunded Bonds a certified copy of this Ordinance calling the
Refunded Bonds for redemption. The delivery of this Ordinance to the paying agent/registrar for
the Refunded Bonds shall constitute the giving of notice of redemption to the paying
agent/registrar for the Refunded Bonds, and such paying agent/registrar is hereby authorized and
directed to give notice of redemption to the owners of the Refunded Bonds in accordance with
the requirements of the respective ordinances authorizing the issuance thereof. Following the
deposit to the Escrow Fund, the Refunded Bonds shall be payable solely from and secured by the
cash and securities on deposit in the Escrow Fund for the purpose of refunding the Refunded
Bonds and shall case to be payable from any other source.
If necessary a verification agent shall be appointed as described in the Pricing Certificate.
36. Bond Insurance.
In order to obtain the lowest attainable interest rates on the Bonds, the Mayor is
authorized to enter into a credit agreement with one or more Insurers to obtain one or more bond
insurance policies with respect to all or a portion of the Bonds. The Mayor is authorized to
execute and the City Clerk or City Clerk is authorized to attest and affix the City's seal to any
documents required in connection with the purchase of any such policy or policies. The City
hereby agrees to the following:
(a) "Insurance Policy" shall be defined as follows: "the insurance policy
issued by the Insurer guaranteeing the scheduled payment of principal of and interest on
the Bonds when due". "Insurer" shall be defined as follows: "Assured Guaranty
Municipal Corp., a New York stock insurance company, or any successor thereto or
assignee thereof'.
(b) The prior written consent of the Insurer shall be a condition precedent to
the deposit of any credit instrument provided in lieu of a cash deposit into the Debt
Service Reserve Fund, if any. Notwithstanding anything to the contrary set forth in the
Ordinance, amounts on deposit in the Debt Service Reserve Fund shall be applied solely
to the payment of debt service due on the Bonds.
(c) The Insurer shall be deemed to be the sole holder of the Insured Bonds for
the purpose of exercising any voting right or privilege or giving any consent or direction
or taking any other action that the holders of the Bonds insured by it are entitled to take
pursuant to the section or article of the Ordinance pertaining to (i) defaults and remedies
and (ii) the duties and obligations of the Paying Agent. In furtherance thereof and as a
term of the Ordinance and each Bond, the Paying Agent and each Bondholder appoint the
Insurer as their agent and attorney -in -fact and agree that the Insurer may at any time
during the continuation of any proceeding by or against the Issuer under the United States
Bankruptcy Code or any other applicable bankruptcy, insolvency, receivership,
rehabilitation or similar law (an "Insolvency Proceeding") direct all matters relating to
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such Insolvency Proceeding, including without limitation, (A) all matters relating to any
claim or enforcement proceeding in connection with an Insolvency Proceeding (a
"Claim"), (B) the direction of any appeal of any order relating to any Claim, (C) the
posting of any surety, supersedeas or performance bond pending any such appeal, and
(D) the right to vote to accept or reject any plan of adjustment. In addition, the Paying
Agent and each Bondholder delegate and assign to the Insurer, to the fullest extent
permitted by law, the rights of the Paying Agent and each Bondholder in the conduct of
any Insolvency Proceeding, including, without limitation, all rights of any party to an
adversary proceeding or action with respect to any court order issued in connection with
any such Insolvency Proceeding. Remedies granted to the Bondholders shall expressly
include mandamus.
(d) The security for the Bonds shall include a pledge of any agreement with
any underlying obligor that is a source of payment for the Bonds and a default under any
such agreement shall constitute an Event of Default under the Ordinance. If acceleration
is permitted under the Ordinance, the maturity of Bonds insured by the Insurer shall not
be accelerated without the consent of the Insurer and in the event the maturity of the
Bonds is accelerated, the Insurer may elect, in its sole discretion, to pay accelerated
principal and interest accrued on such principal to the date of acceleration (to the extent
unpaid by the Issuer) and the Paying Agent shall be required to accept such amounts.
Upon payment of such accelerated principal and interest accrued to the acceleration date
as provided above, the Insurer's obligations under the Insurance Policy with respect to
such Bonds shall be fully discharged. No grace period for a covenant default shall exceed
30 days or be extended for more than 60 days, without the prior written consent of the
Insurer. No grace period shall be permitted for payment defaults.
(e) The Insurer shall be included as a third party beneficiary to the Ordinance.
Upon the occurrence of an extraordinary optional, special or extraordinary mandatory
redemption in part, the selection of Bonds to be redeemed shall be subject to the approval
of the Insurer. The exercise of any provision of the Ordinance which permits the
purchase of Bonds in lieu of redemption shall require the prior written approval of the
Insurer if any Bond so purchased is not cancelled upon purchase. Any amendment,
supplement, modification to, or waiver of, the Ordinance or any other transaction
document, including any underlying security agreement (each a "Related Document"),
that requires the consent of Bondowners or adversely affects the rights and interests of
the Insurer shall be subject to the prior written consent of the Insurer.
(f) Unless the Insurer otherwise directs, upon the occurrence and continuance
of an Event of Default or an event which with notice or lapse of time would constitute an
Event of Default, amounts on deposit in the Construction Fund shall not be disbursed, but
shall instead be applied to the payment of debt service or redemption price of the Bonds.
The rights granted to the Insurer under the Ordinance or any other Related Document to
request, consent to or direct any action are rights granted to the Insurer in consideration
of its issuance of the Insurance Policy. Any exercise by the Insurer of such rights is
merely an exercise of the Insurer's contractual rights and shall not be construed or
deemed to be taken for the benefit, or on behalf, of the Bondholders and such action does
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#75993075_v2
not evidence any position of the Insurer, affirmative or negative, as to whether the
consent of the Bondowners or any other person is required in addition to the consent of
the Insurer.
(g) Only (1) cash, (2) non -callable direct obligations of the United States of
America ("Treasuries"), (3) evidences of ownership of proportionate interests in future
interest and principal payments on Treasuries held by a bank or trust company as
custodian, under which the owner of the investment is the real party in interest and has
the right to proceed directly and individually against the obligor and the underlying
Treasuries are not available to any person claiming through the custodian or to whom the
custodian may be obligated, (4) subject to the prior written consent of the Insurer,
pre -refunded municipal obligations rated "AAA" and "Aaa" by S&P and Moody's,
respectively, or (5) subject to the prior written consent of the Insurer, securities eligible
for "AAA" defeasance under then existing criteria of S&P or any combination thereof,
shall be used to effect defeasance of the Bonds unless the Insurer otherwise approves.
Any obligations or securities deposited as provided in this paragraph, shall qualify under
Section 1207.062(b) of the Local Government Code, as amended. To accomplish
defeasance, the Issuer shall cause to be delivered (i) a report of an independent firm of
nationally recognized certified public accountants or such other accountant as shall be
acceptable to the Insurer ("Accountant") verifying the sufficiency of the escrow
established to pay the Bonds in full on the maturity or redemption date ("Verification"),
(ii) an Escrow Deposit Agreement (which shall be acceptable in form and substance to
the Insurer), (iii) an opinion of nationally recognized bond counsel to the effect that the
Bonds are no longer "Outstanding" under the Ordinance and (iv) a certificate of discharge
of the Paying Agent with respect to the Bonds; each Verification and defeasance opinion
shall be acceptable in form and substance, and addressed, to the Issuer, Paying Agent and
Insurer. The Insurer shall be provided with final drafts of the above -referenced
documentation not less than five business days prior to the funding of the escrow.
Bonds shall be deemed Outstanding under the Ordinance unless and until they are in fact
paid and retired or the above criteria are met.
Notwithstanding the above, in the event any provisions in this Section 30(1) conflict with
Section 1207.033 of the Texas Government Code, as amended ("Section 1207.033"), the
provisions of Section 1207.033 shall prevail.
(h) Amounts paid by the Insurer under the Insurance Policy shall not be
deemed paid for purposes of the Ordinance and the Bonds relating to such payments shall
remain Outstanding and continue to be due and owing until paid by the Issuer in
accordance with the Ordinance. The Ordinance shall not be discharged unless all
amounts due or to become due to the Insurer have been paid in full or duly provided for.
(i) Each of the Issuer and Paying Agent covenant and agree to take such
action (including, as applicable, filing of UCC financing statements and continuations
thereof) as is necessary from time to time to preserve the priority of the pledge of the
Trust Estate under applicable law. Claims Upon the Insurance Policy and Payments by
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and to the Insurer. If, on the third Business Day prior to the related scheduled interest
payment date or principal payment date ("Payment Date") there is not on deposit with the
Paying Agent, after making all transfers and deposits required under the Ordinance,
moneys sufficient to pay the principal of and interest on the Bonds due on such Payment
Date, the Paying Agent shall give notice to the Insurer and to its designated agent (if any)
(the "Insurer's Fiscal Agent") by telephone or telecopy of the amount of such deficiency
by 12:00 noon, New York City time, on such Business Day. If, on the second Business
Day prior to the related Payment Date, there continues to be a deficiency in the amount
available to pay the principal of and interest on the Bonds due on such Payment Date, the
Paying Agent shall make a claim under the Insurance Policy and give notice to the
Insurer and the Insurer's Fiscal Agent (if any) by telephone of the amount of such
deficiency, and the allocation of such deficiency between the amount required to pay
interest on the Bonds and the amount required to pay principal of the Bonds, confirmed in
writing to the Insurer and the Insurer's Fiscal Agent by 12:00 noon, New York City time,
on such second Business Day by filling in the form of Notice of Claim and Certificate
delivered with the Insurance Policy.
The Paying Agent shall designate any portion of payment of principal on Bonds paid by
the Insurer, whether by virtue of mandatory sinking fund redemption, maturity or other
advancement of maturity, on its books as a reduction in the principal amount of Bonds registered
to the then current Bondholder, whether DTC or its nominee or otherwise, and shall issue a
replacement Bond to the Insurer, registered in the name of Assured Guaranty Municipal Corp., in
a principal amount equal to the amount of principal so paid (without regard to authorized
denominations); provided that the Paying Agent's failure to so designate any payment or issue
any replacement Bond shall have no effect on the amount of principal or interest payable by the
Issuer on any Bond or the subrogation rights of the Insurer.
The Paying Agent shall keep a complete and accurate record of all funds deposited by the
Insurer into the Policy Payments Account (defined below) and the allocation of such funds to
payment of interest on and principal of any Bond. The Insurer shall have the right to inspect such
records at reasonable times upon reasonable notice to the Paying Agent.
Upon payment of a claim under the Insurance Policy, the Paying Agent shall establish a
separate special purpose trust account for the benefit of Bondholders referred to herein as the
"Policy Payments Account" and over which the Paying Agent shall have exclusive control and
sole right of withdrawal. The Paying Agent shall receive any amount paid under the Insurance
Policy in trust on behalf of Bondholders and shall deposit any such amount in the Policy
Payments Account and distribute such amount only for purposes of making the payments for
which a claim was made. Such amounts shall be disbursed by the Paying Agent to Bondholders
in the same manner as principal and interest payments are to be made with respect to the Bonds
under the sections hereof regarding payment of Bonds. It shall not be necessary for such
payments to be made by checks or wire transfers separate from the check or wire transfer used to
pay debt service with other funds available to make such payments. Notwithstanding anything
herein to the contrary, the Issuer agrees to pay to the Insurer (i) a sum equal to the total of all
amounts paid by the Insurer under the Insurance Policy (the "Insurer Advances"); and (ii) to the
extent permitted by law and subject to annual appropriation, interest on such Insurer Advances
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from the date paid by the Insurer until payment thereof in full, payable to the Insurer at the Late
Payment Rate per annum (collectively, the "Insurer Reimbursement Amounts"). "Late Payment
Rate" means the lesser of (a) the greater of (i) the per annum rate of interest, publicly announced
from time to time by JPMorgan Chase Bank at its principal office in The City of New York, as
its prime or base lending rate (any change in such rate of interest to be effective on the date such
change is announced by JPMorgan Chase Bank) plus 3%, and (ii) the then applicable highest rate
of interest on the Bonds and (b) the maximum rate permissible under applicable usury or similar
laws limiting interest rates. The Late Payment Rate shall be computed on the basis of the actual
number of days elapsed over a year of 360 days. The Issuer hereby covenants and agrees that the
Insurer Advances are secured by a lien on and pledge of the Net Revenues and payable from
such Net Revenues on a parity with debt service due on the Bonds.
Funds held in the Policy Payments Account shall not be invested by the Paying Agent
and may not be applied to satisfy any costs, expenses or liabilities of the Paying Agent. Any
funds remaining in the Policy Payments Account following a Bond payment date shall promptly
be remitted to the Insurer.
0) The Insurer shall, to the extent it makes any payment of principal of or
interest on the Bonds, become subrogated to the rights of the recipients of such payments
in accordance with the terms of the Insurance Policy (which subrogation rights shall also
include the rights of any such recipients in connection with any Insolvency Proceeding).
Each obligation of the Issuer to the Insurer under the Related Documents shall survive
discharge or termination of such Related Documents. The Issuer shall pay or reimburse
the Insurer any and all charges, fees, costs and expenses that the Insurer may reasonably
pay or incur in connection with (i) the administration, enforcement, defense or
preservation of any rights or security in any Related Document; (ii) the pursuit of any
remedies under the Ordinance or any other Related Document or otherwise afforded by
law or equity, (iii) any amendment, waiver or other action with respect to, or related to,
the Ordinance or any other Related Document whether or not executed or completed, or
(iv) any litigation or other dispute in connection with the Ordinance or any other Related
Document or the transactions contemplated thereby, other than costs resulting from the
failure of the Insurer to honor its obligations under the Insurance Policy. The Insurer
reserves the right to charge a reasonable fee as a condition to executing any amendment,
waiver or consent proposed in respect of the Ordinance or any other Related Document.
After payment of reasonable expenses of the Paying Agent, the application of funds
realized upon default shall be applied to the payment of expenses of the Issuer or rebate
only after the payment of past due and current debt service on the Bonds and amounts
required to restore the Debt Service Reserve Fund to the Debt Service Reserve
Requirement. The Insurer shall be entitled to pay principal or interest on the Bonds that
shall become Due for Payment but shall be unpaid by reason of Nonpayment by the
Issuer (as such terms are defined in the Insurance Policy) and any amounts due on the
Bonds as a result of acceleration of the maturity thereof in accordance with the
Ordinance, whether or not the Insurer has received a Notice of Nonpayment (as such
terms are defined in the Insurance Policy) or a claim upon the Insurance Policy. The
notice address of the Insurer is: Assured Guaranty Municipal Corp., 31 West 52nd
Street, New York, New York 10019, Attention: Managing Director — Surveillance, Re:
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Policy No. 216211-N, Telephone: (212) 826-0100; Telecopier: (212) 339-3556. In each
case in which notice or other communication refers to an Event of Default, then a copy of
such notice or other communication shall also be sent to the attention of the General
Counsel and shall be marked to indicate "URGENT MATERIAL ENCLOSED."
(k) The Insurer shall be provided with the following information by the Issuer
or Paying Agent, as the case may be:
(i) Annual audited financial statements within 180 days (or such
longer period agreed to by AGM) after the end of the Issuer's fiscal year (together
with a certification of the Issuer that it is not aware of any default or Event of
Default under the Ordinance), and the Issuer's annual budget within 30 days after
the approval thereof together with such other information, data or reports as the
Insurer shall reasonably request from time to time;
(ii) Notice of any draw upon the Debt Service Reserve Fund within
two Business Days after knowledge thereof other than (i) withdrawals of amounts
in excess of the Debt Service Reserve Requirement and (ii) withdrawals in
connection with a refunding of Bonds;
(iii) Notice of any default known to the Paying Agent or Issuer within
five Business Days after knowledge thereof;
(iv) Prior notice of the advance refunding or redemption of any of the
Bonds, including the principal amount, maturities and CUSIP numbers thereof,
(v) Notice of the resignation or removal of the Paying Agent and Bond
Registrar and the appointment of, and acceptance of duties by, any successor
thereto;
(vi) Notice of the commencement of any proceeding by or against the
Issuer or Obligor commenced under the United States Bankruptcy Code or any
other applicable bankruptcy, insolvency, receivership, rehabilitation or similar
law (an "Insolvency Proceeding");
(vii) Notice of the making of any claim in connection with any
Insolvency Proceeding seeking the avoidance as a preferential transfer of any
payment of principal of, or interest on, the Bonds;
(viii) A full original transcript of all proceedings relating to the
execution of any amendment, supplement, or waiver to the Related Documents;
and
(ix) All reports,notices and correspondence to be delivered to
Bondholders under the terms of the Related Documents.
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In addition, to the extent that the Issuer has entered into a continuing disclosure
agreement, covenant or undertaking with respect to the Bonds, all information furnished pursuant
to such agreements shall also be provided to the Insurer, simultaneously with the furnishing of
such information.
The Insurer shall have the right to receive such additional information as it may
reasonably request. The Issuer will permit the Insurer to discuss the affairs, finances and
accounts of the Issuer or any information the Insurer may reasonably request regarding the
security for the Bonds with appropriate officers of the Issuer and will use commercially
reasonable efforts to enable the Insurer to have access to the facilities, books and records of the
Issuer on any business day upon reasonable prior notice. The Issuer shall notify the Insurer of
any failure of the Issuer to provide notices, certificates and other information under the
transaction documents. Notwithstanding satisfaction of the other conditions to the issuance of
Additional Bonds set forth in the Ordinance, no such issuance may occur (1) if an Event of
Default (or any event which, once all notice or grace periods have passed, would constitute an
Event of Default) exists unless such default shall be cured upon such issuance and (2) unless the
Debt Service Reserve Fund is fully funded at the Debt Service Reserve Requirement (including
the proposed issue) upon the issuance of such Additional Bonds, in either case unless otherwise
permitted by the Insurer. In determining whether any amendment, consent, waiver or other action
to be taken, or any failure to take action, under the Ordinance would adversely affect the security
for the Bonds or the rights of the Bondholders, the Paying Agent shall consider the effect of any
such amendment, consent, waiver, action or inaction as if there were no Insurance Policy. No
contract shall be entered into or any action taken by which the rights of the Insurer or security for
or sources of payment of the Bonds may be impaired or prejudiced in any material respect except
upon obtaining the prior written consent of the Insurer. If the Bonds are issued for refunding
purposes, there shall be delivered an opinion of Bond Counsel addressed to the Insurer (or a
reliance letter relating thereto), or a certificate of discharge of the Paying Agent for the Refunded
Bonds, to the effect that, upon the making of the required deposit to the escrow, the legal
defeasance of the Refunded Bonds shall have occurred. If the Refunded Bonds are insured by
Assured Guaranty Municipal Corp., at least three business days prior to the proposed date for
delivery of the Policy with respect to the Refunding Bonds, the Insurer shall also receive (i) the
verification letter, of which the Insurer shall be an addressee, by an independent firm of certified
public accountants which is either nationally recognized or otherwise acceptable to the Insurer,
of the adequacy of the escrow established to provide for the payment of the Refunded Bonds in
accordance with the terms and provisions of the Escrow Deposit Agreement, and (ii) the form of
an opinion of Bond Counsel addressed to the Insurer (or a reliance letter relating thereto) to the
effect that the Escrow Deposit Agreement is a valid and binding obligation of the parties thereto,
enforceable in accordance with its terms (such Escrow Deposit Agreement shall provide that no
amendments are permitted without the prior written consent of the Insurer). An executed copy of
each of such opinion and reliance letter, if applicable, or Paying Agent's discharge certificate, as
the case may be, shall be forwarded to the Insurer prior to delivery of the Bonds. Any interest
rate exchange agreement ("Swap Agreement") entered into by the Issuer shall meet the following
conditions: (i) the Swap Agreement must be entered into to manage interest costs related to, or a
hedge against (a) assets then held, or (b) debt then outstanding, or (iii) debt reasonably expected
to be issued within the next twelve (12) months, and (ii) the Swap Agreement shall not contain
any leverage element or multiplier component greater than 1.Ox unless there is a matching hedge
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arrangement which effectively off -sets the exposure from any such element or component.
Unless otherwise consented to in writing by the Insurer, any uninsured net settlement, breakage
or other termination amount then in effect shall be subordinate to debt service on the Bonds and
on any debt on parity with the Bonds. The Issuer shall not terminate a Swap Agreement unless it
demonstrates to the satisfaction of the Insurer prior to the payment of any such termination
amount that such payment will not cause the Issuer to be in default under the Related
Documents, including but not limited to, any monetary obligations thereunder. All
counterparties or guarantors to any Swap Agreement must have a rating of at least "A-" and
"A3" by Standard & Poor's (`S&P") and Moody's Investors Service ("Moody's"). If the
counterparty or guarantor's rating falls below "A-" or "A3" by either S&P or Moody's, the
counterparty or guarantor shall execute a credit support annex to the Swap Agreement, which
credit support annex shall be acceptable to the Insurer. If the counterparty or the guarantor's
long term unsecured rating falls below "Baal" or "BBB+" by either Moody's or S&P, a
replacement counterparty or guarantor, acceptable to the Insurer, shall be required. Any consent,
approval or permit required herein by the Insurer shall not be unreasonably withheld.
37. Repealer. All orders, resolutions, and ordinances, and parts thereof inconsistent
herewith are hereby repealed to the extent of such inconsistency.
38. Effective Date. This Ordinance shall be in force and effect from and after its final
passage, and it is so ordered.
39. Amendment of Ordinance.
(a) If and to the extent permitted by this Ordinance, the owners of the Bonds aggregating
in the principal amount of 51 % of the aggregate principal amount of the outstanding Bonds shall
have the right from time to time to approve any amendment to this Ordinance which may be
deemed necessary or desirable by the City provided, however, that without the consent of the
owners of all of the Bonds at the time outstanding, nothing herein contained shall permit or be
construed to permit the amendment of the terms and conditions in this Ordinance or in the Bonds
so as to:
(1) Make any change in the maturity of the outstanding Bonds;
(2) Reduce the rate of interest borne by any of the outstanding Bonds;
(3) Reduce the amount of the principal payable on the outstanding Bonds;
(4) Modify the terms of payment of principal of or interest on the outstanding
Bonds, or impose any conditions with respect to such payment;
(5) Affect the owners of less than all of the outstanding Bonds then
outstanding;
(6) Change the percentage of the principal amount of outstanding Bonds,
necessary for consent to such amendment.
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(b) If at any time the City shall desire to amend this Ordinance under this Section, the
City shall cause notice of the proposed amendment to be published in a financial newspaper or
journal published in The City of New York, New York, once during each calendar week for at
least two successive calendar weeks. Such notice shall briefly set forth the nature of the
proposed amendment and shall state that a copy thereof is on file at the principal office of the
Paying Agent for inspection by all owners of the Bonds. Such publication is not required,
however, if notice in writing is given to each owner of the outstanding Bonds. Not less than
thirty (30) days' notice of the proposed amendment shall also be given by the City to the
Underwriter.
(c) Whenever at any time not less than thirty (30) days, and within one (1) year, from
the date of the publication of said notice or other service of written notice the City shall receive
an instrument or instruments executed by the owners of at least 51 % in aggregate principal
amount of the Bonds then outstanding, which instrument or instruments shall refer to the
proposed amendment described in said notice and which specifically consent to and approve
such amendment in substantially the form of the copy thereof on file with the Paying Agent, the
City Council may adopt the amendatory resolution in substantially the same form.
(d) Upon adoption of any amendatory resolution pursuant to the provision of this
Section, this Ordinance shall be deemed to be amended in accordance with such amendatory
resolution, and the respective rights, duties and Bonds under this Ordinance of the City and all
the owners of then outstanding Bonds, shall thereafter be determined, exercised and enforced
hereunder, subject in all respect to such amendments.
(e) Any consent given by the owner of the outstanding Bonds pursuant to the
provisions of this Section shall be irrevocable for a period of six months from the date of the first
publication of the notice provided for in this Section, and shall be conclusive and binding upon
all future owners of the same Bonds, during such period. Such consent may be revoked at any
time after six months from the date of the first publication of such notice by the owner who gave
such consent, or by a successor in title, by filing notice thereof with the Paying Agent and the
City, but such revocation shall not be effective if the owners of 51% in aggregate principal
amount of the then outstanding Bonds, as in this Section defined have, prior to the attempted
revocation, consented to and approved the amendment.
(f) For the purpose of this Section, the fact of the owning of Bonds, by any owner of
Bonds, and the amount and number of such Bonds, and the date of their owning same shall be
determined by the Registration Books of the Paying Agent/Registrar.
(g) The foregoing provisions of this Section notwithstanding, the City by action of
the City. Council (or as item (2) by the City Council or by the Mayor, Mayor Pro Tem, City
Manager or Chief Financial Officer as to changes prior to issuance to comply with requirements
by the Attorney General of Texas or Underwriter) may amend this Ordinance for any one or
more of the following purposes:
(1) To add to the covenants and agreements of the City in this
Ordinance contained, other covenants and agreements thereafter to be observed,
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grant additional rights or remedies to the owners of bonds or to surrender, restrict
or limit any right or power herein reserved to or conferred upon the City.
(2) To make such provisions for the purpose of clarifying matters or
questions arising under this Ordinance, as are required by the Attorney General of
Texas to obtain the Attorney General's approval of the issuance of the Bonds or
required by the Underwriter before their issuance or for the purpose of curing any
ambiguity, or curing, correcting or supplementing any defective provision
contained in this Ordinance, or at any time before or after issuance as are
necessary or desirable and not contrary to or inconsistent with this Ordinance, and
in all events which shall not adversely affect the interests of the owners of the
Bonds.
(3) To modify any of the provisions of this Ordinance in any other
respect whatever, provided that: (i) such modification shall be, and be expressed
to be, effective only after all Bonds outstanding at the date of the adoption of such
modification shall cease to be outstanding, and (ii) such modification shall be
specifically referred to in the text of all Bonds issued after the date of the adoption
of such modification.
40. Related Matters. To satisfy in a timely manner all of the City's obligations under
this Ordinance, the Mayor or Mayor Pro Tem, City Manager, Chief Financial Officer, City Clerk
or any Deputy City Clerk, and all other appropriate officers and agents of the City are hereby
authorized and directed to take all other actions that are reasonably necessary to provide for the
issuance of the Bonds, including without limitation, executing and delivering on behalf of the
City all Bonds, consents, receipts, requests, and other documents as may be reasonably necessary
to satisfy the City's obligations under this Ordinance and to direct the application of funds of the
City consistent with the provisions of this Ordinance.
41. Open Meeting. It is hereby officially found and determined that the meeting at
which this Ordinance was adopted 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 of the Texas Government
Code.
42. Interpretations. All terms defined herein and all pronouns used in this Ordinance
shall be deemed to apply equally to singular and plural and to all genders. The titles and
headings of the 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. This Ordinance and all of the terms and provisions hereof shall be
liberally construed to effectuate the purposes set forth herein and to sustain the validity of the
Parity Bonds and the validity of the lien on and pledge of the Net Revenues to secure the
payment of the Parity Bonds.
43. If any section, paragraph, clause or provision of this Ordinance shall for any reason
be held to be invalid or unenforceable, the invalidity or unenforceability of such section, paragraph,
#75993075_v2
clause or provision shall not affect any of the remaining provisions of this Ordinance.
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475993075_v2
PASSED BY THE CITY COUNCIL of the City of Beaumont this the 28th day of July,
2020.
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SCHEDULE "I"
REFUNDED BONDS
City of Beaumont, Texas Waterworks and Sewer Revenue Bonds, Taxable Series 2010B (Build
America Bonds — Direct Payment to Issuer)
#5442898.3 Schedule I
EXHIBIT "A"
FORM OF PRICING CERTIFICATE
#5442898.3 Schedule I