HomeMy WebLinkAbout24-1526ORDiNANCE NO. 24- 1526
AN ORDINANCE OF THE CITY OF DENTON CONSIDERING ALL MATTERS INCIDENT AND
RELATED TO THE ISSUANCE, SALE AND DELIVERY OF $ 10, 135,000 1N PRINCIPAL AMOUNT OF
“CITY OF DENTON, TEXAS UTILITY SYSTEM REVENUE BONDS, SERIES 2024” TO THE TEXAS
WATER DEVELOPMENT BOARD ; AUTHORizrNG THE ISSUANCE OF THE BONDS; APPROVING
AND AUTHORIZING INSTRUMENTS AND PROCEDURES RELATING TO SAID BONDS;
ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT; AND PROVID[NG AN EFFECTIVE
DATE
WHEREAS, defined terms used in this Ordinance shall have the meaning given said terms in
Section 1 of this Ordinance, unless otherwise indicated herein; and
WHEREAS, the City of Denton, Texas (the “CiV’ or the “ Issuer”) has determined to acquire,
construct and equip additions, extensions, renovations and improvements to the Issuer’s waterworks system,
including the renovation and expansion of the Lake Ray Roberts Water Treatment Plant (the “Project")', and
WHEREAS, the Issuer has received a multi-year commitment from the Texas Water Development
Board (“TWDB”) pursuant to which TWDB agrees to loan $ 195,854,000 to the Issuer (the '' Loan”) in annual
installments in 2024, 2025, 2026, 2027 and 2028, as evidenced by the issuance of five series of the
Issuer’s Utility System Revenue Bonds to be sold to TWDB, to fund costs related to the Project; and
WHEREAS, it is further deemed advisable by the City Council of the Issuer to issue the Bonds
authorized by this Ordinance to sell to the TWDB as evidence of the first installment of the Loan for the
Project; and
WHEREAS, the Bonds hereinafter authorized to be issued and are to be issued, sold and delivered
pursuant to the general laws of the State of Texas, including Texas Government Code, Chapter 1502, as
amended, and the Issuer's Home Rule Charter; and
WHEREAS, the City has heretofore issued its City of Denton Utility System Revenue Bonds, Series
2017 (the “ Series 201 7 Bonds”) and its City of Denton Utility System Revenue Refunding Bonds, Taxable
Series 202 1 (the "Series 2021 Bonds” and, together with the Series 2017 Bonds, the “Existing Bonds”)', and
WHEREAS, in the ordinances adopted by the City Council of the City authorizing the issuance of the
Existing Bonds, the City reserved the right to issue revenue bonds on a parity with the Existing Bonds; and
WHEREAS, it is officially found, determined, and declared that the meeting at which this Ordinance
has been adopted was open to the public and public notice of the time, place and subject matter of the public
business to be considered and acted upon at said meeting, including this Ordinance, was given, all as required
by the applicable provisions of Texas Government Code, Chapter 551; NOW, THEREFORE,
THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS :
SECTION 1. DEFINITIONS .
The defined terms in recitals set forth in the preamble hereof are incorporated herein and shall have
the same force and effect as if set forth in this Section.
Page 1
'2024 Required Reserve Amount” means an amount equal to the Average Annual Debt Service
Requirements on the Bonds and all other 2024 Reserve Fund Participants.
''2024 Required Reserve Fund Deposits” means the deposits and credits, if any, required to be made
to the 2024 Reserve Fund pursuant to the provisions of Section 1 1.
“2024 Reserve Fund“ means the special fund created, established and maintained by and pursuant to
the provisions of Sections 7 and ll.
"2024 Reserve Fund Participants“ means the Bonds and any Additional Senior Lien Obligations
designated as “2024 Reserve Fund Participants” in the ordinance or other instrument authorizing the issuance
of such Additional Senior Lien Obligations and secured by the 2024 Reserve Fund.
" 202+ Reserve Credit Faciliry” means, to the extent permitted by law, (i) a policy of insurance or a
surety bond, issued by an issuer of policies of insurance insuring the timely payment of debt service on
governmental obligations, provided that a Rating Agency having an outstanding rating on Senior Lien
Obligations would rate the Senior Lien Obligations fully insured by a standard policy issued by the issuer of
such 2024 Reserve Credit Facility in its two highest generic rating categories for such obligations; and (ii) a
letter or line of credit issued by any financial institution, provided that a Rating Agency having an outstanding
rating on the Senior Lien Obligations would rate the Senior Lien Obligations in any one of its two highest
generic rating categories for such obligations if the letter or line of credit proposed to be issued by such
financial institution secured the timely payment of the entire principal amount of the Senior Lien Obligations
and the interest thereon.
" 2024 Reserve CredIt Facility Payment” means any subrogation payment the Issuer is obligated to
m,Ike from Pledged Revenues deposited in the 2024 Reserve Fund with respect to a 2024 Reserve Credit
Facility
"Accourltarlt'’ means an independent certified public accountant or accountants or a firm of
independent certified public accountants, in either case, with demonstrated expertise and competence in
public accountancy.
“ Additional Senior Lien Obligations“ means bonds, notes, contractual obligations or other Debt
which the Issuer reserves the right to issue or enter into, as the case may be, in the future under the terms and
conditions provided in Section 1 7 and which obligations are equally and ratably secured solely by a first lien
on and pledge of the Pledged Revenues on a parity with the Bonds and other Senior Lien Obligations.
“Amortization Installment" means, with respect to Senior Lien Obligations issued as Term Bonds,
each mandatory sinking fund redemption of such Term Bonds (whether prior to maturity or at maturity),
provided that the total Amortization Installments for such Term Bonds shall be sufficient to provide for
retirement of the aggregate principal amount of such Term Bonds.
'’ Annual Debt Service Requirements" means, as of the date of calculation, the principal of and interest
on all Senior Lien Obligations coming due at Maturity or Stated Maturity (or that could come due on demand
of the owner thereof or other demand conditioned upon default by the Issuer on such Debt, or be payable in
respect of any required purchase of such Debt by the Issuer) in such Year, and, for such purposes, any one or
more of the following rules shall apply at the election of the Issuer:
( 1) Balloon Debt. If the principal (including the accretion of interest resulting from original
issue discount or compounding of interest) of any series or issue of Funded Debt, except Term Bonds,
due (or payable in respect of any required purchase of such Funded Debt by the Issuer) in any Year
either is equal to at least 25% of the total principal (including the accretion of interest resulting from
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original issue discount or compounding of interest) of such Funded Debt or exceeds by more than 50%
the greatest amount of principal of such series or issue of Funded Debt due in any preceding or
succeeding Year (such principal due in such Year for such series or issue of Funded Debt being referred
to herein and throughout this Ordinance as “Balloon Deb F’), the amount of principal of such Balloon
Debt taken into account during any Year shall be equal to the debt service calculated using the original
principal amount of such Balloon Debt amortized over the Term of Issue on a level debt service basis at
an assumed interest rate equal to the rate borne by such Balloon Debt on the date of calculation;
(2) Consent Sinking Fund. In the case of Balloon Debt, if a Designated Financial Officer
shall deliver to the Issuer a certificate providing for the retirement of (and the instrument creating such
Balloon Debt shall permit the retirement of), or for the accumulation of a sinking fund for (and the
instrument creating such Balloon Debt shall permit the accumulation of a sinking fund for), such
Balloon Debt according to a fixed schedule stated in such certificate ending on or before the Year in
which such principal (and premium, if any) is due, then the principal of (and, in the case of retirement,
or to the extent provided for by the sinking fund accumulation, the premium, if any, and interest and
other debt service charges on) such Balloon Debt shall be computed as if the same were due in
accordance with such schedule, provided that this clause (2) shall apply only to Balloon Debt for which
the installments previously scheduled have been paid or deposited to the sinking fund established with
respect to such Debt on or before the times required by such schedule; and provided further that this
clause (2) shall not apply where the Issuer has elected to apply the rule set forth in clause (1) above;
(3) Term Bonds. The principal of Term Bonds shall be considered as maturing in accordance
with the Amortization Installments set forth in the ordinance authorizing same;
(4) Prepaid Debt. Principal of and interest on Senior Lien Obligations, or portions thereof,
shall not be included in the computation of the Annual Debt Service Requirements for any Year for
which such principal or interest are payable from funds on deposit or set aside in trust for the payment
thereof at the time of such calculations (including without limitation capitalized interest and accrued
interest so deposited or set aside in trust) with a financial institution acting as fiduciary with respect to
the payment of such Debt;
(5) Variable Rate. As to any Senior Lien Obligations that bear interest at a variable interest
rate which cannot be ascertained at the time of calculation of the Annual Debt Service Requirement
then, at the option of the Issuer, either (A) an interest rate equal to the average rate borne by such
Senior Lien Obligations (or by comparable debt in the event that such Senior Lien Obligations has not
been Outstanding during the preceding 24 months) for any 24 month period ending within 30 days prior
to the date of calculation, or (B) an interest rate equal to the 30-year Revenue Bond Index (as most
recently published in The Bond Buyer), shall be presumed to apply for all future dates, unless such
index is no longer published in The Bond Buyer, in which case an index of revenue bonds with
maturities of at least 20 years which is published in a financial newspaper or journal with national
circulation may be used for this purpose (if two series of Senior Lien Obligations which bear interest at
variable interest rate, or one or more maturities within a series, of equal par amounts, are issued
simultaneously with inverse floating interest rates providing a composite fixed interest rate for such
Senior Lien Obligations taken as a whole, such composite fixed rate shall be used in determining the
Annual Debt Service Requirement with respect to such Senior Lien Obligations);
(6) Committed Take Out. If the Issuer has entered into a Credit Agreement constituting a
binding commitment within normal commercial practice to discharge any of its Funded Debt at its
Maturity or Stated Maturity (or, if due on demand, at any date on which demand may be made) or to
purchase any of its Funded Debt at any date on which such Debt is subject to required purchase, all
under arrangements whereby the Issuer's obligation to repay the amounts advanced for such discharge
Page 3
or purchase constitutes Funded Debt, then the portion of the Funded Debt committed to be discharged
or purchased shall be excluded from such calculation and the principal of and interest on the Funded
Debt incurred for such discharging or purchase that would be due in the Year for which the calculation
is being made, if incurred at the Stated Maturity or purchase date of the Funded Debt to be discharged
or purchased, shall be added;
(7) Credit Agreement Payments. If the Issuer has entered into a Credit Agreement in
connection with an issue of Debt, payments due under the Credit Agreement (other than payments for
fees and expenses), for either the Issuer or the Credit Provider, shall be included in such calculation,
except to the extent that the payments are already taken into account under ( 1) through (6) above and
any payments otherwise included above under (1) through (6) which are to be replaced by payments
under a Credit Agreement, from either the Issuer or the Credit Provider, shall be excluded from such
calculation; and
(8) Guarantee. In the case of any guarantee, as described in clause (2) of the definition of
Debt, no obligation will be counted if the Issuer does not anticipate in its annual budget that it will
make any payments on the guarantee. If, however, the Issuer is making payments on a guarantee or
anticipates doing so in its annual budget, such obligation shall be treated as Senior Lien Obligations and
calculations of annual debt service requirements with respect to such guarantee shall be made assuming
that the Issuer will make all additional payments due under the guaranteed obligation. If the entity
whose obligation is guaranteed cures all defaults and the Issuer no longer anticipates making payments
under the guarantee, the guaranteed obligations shall not be included in the calculation of Annual Debt
Service Requirements.
With respect to any calculation of historic data, only those payments actually made in the subject
period shall be taken into account in making such calculation and, with respect to prospective calculations,
only those payments reasonably expected to be made in the subject period shall be taken into account in
making the calculation.
“Average Annual Debt Service Requirements’' means that average amount which, at the time of
computation, will be required to pay the Annual Debt Service Requirements when due (either at Stated
Maturity or mandatory redemption) and derived by dividing the total of such Annual Debt Service
Requirements by the number of Years then remaining before Stated Maturity of such Senior Lien Obligations.
For the purposes of this definition, a fractional period of a Year shall be treated as an entire Year.
Bond,” '' Bonds“ and “ Series 2024 Bonds" have the meaning assigned to such terms in Section 3 .
“Capital Addition" means the construction or acquisition of improvements or rights that will increase
the capacity of the System, or an interest therein, and which shall become a part of the System
“City CounciF’ means the City Council of the Issuer.
" Code” means the Internal Revenue Code of 1986, as amended, and the applicable regulations and
rules promulgated in connection therewith.
“ Construction Fund “ means the special fund created, established and maintained by and pursuant to
the provisions of Section 3 1 .
"Consulting Engineer” means an independent engineer or firm employed by the Issuer to perform and
carry out the duties imposed on such engineer or firm by this Ordinance and having a favorable reputation
Page 4
nationally for skill and experience in the engineering of waterworks systems, wastewater systems, electric
utility systems or drainage systems of comparable size and character as those forming parts of the System.
"Credit Agreement’' means, collectively, a loan agreement, revolving credit agreement, agreement
establishing a line of credit, letter of credit, reimbursement agreement, insurance contract, commitment to
purchase Senior Lien Obligations, purchase or sale agreement, Interest Rate Management Agreement, or
commitments or other contracts or agreements authorized, recognized and approved by the Issuer as a Credit
Agreement in connection with the authorization, issuance, security, or payment of Senior Lien Obligations
and on a parity therewith.
-Credit Provider” means any bank, financial institution, insurance company, surety bond provider, or
other entity which provides, executes, issues, or otherwise is a party to or provider of a Credit Agreement.
“ Debt” means:
( 1) all indebtedness payable from Pledged Revenues incurred or assumed by the Issuer for
borrowed money (including indebtedness arising under Credit Agreements) and all other financing
obligations of the System payable from Pledged Revenues that, in accordance with generally accepted
accounting principles, are shown on the liability side of a balance sheet; and
(2) all other indebtedness payable from Pledged Revenues for borrowed money or for the
acquisition, construction or improvement of property or capitalized lease obligations pertaining to the
System that is guaranteed, directly or indirectly, in any manner by the Issuer, or that is in effect
guaranteed, directly or indirectly, by the Issuer through an agreement, contingent or otherwise, to
purchase any such indebtedness or to advance or supply funds for the payment or purchase of any such
indebtedness or to purchase property or services primarily for the purpose of enabling the debtor or
seller to make payment of such indebtedness, or to assure the owner of the indebtedness against loss, or
to supply funds to or in any other manner invest in the debtor (including any agreement to pay for
property or services irrespective of whether or not such property is delivered or such services are
rendered), or otherwise.
For the purpose of determining Debt, there shall be excluded any particular Debt if, upon or prior to the
Maturity thereof, there shall have been deposited with the proper depository (a) in trust the necessary funds
(or investments that will provide sufficient funds, if permitted by the instrument creating such Debt) for the
payment, redemption, or satisfaction of such Debt or (b) evidence of such Debt deposited for cancellation;
and thereafter it shall not be considered Debt. No item shall be considered Debt unless such item constitutes
indebtedness under generally accepted accounting principles applied on a basis consistent with the financial
statements of the System in prior Years.
'’Defeasance Securities” means any securities and obligations now or hereafter authorized by the laws
of the State of Texas that are eligible to refund, retire or otherwise discharge obligations such as the Bonds.
“ Depository” means one or more official depository banks of the Issuer.
“DTC" means The Depository Trust Company, New York, New York.
" DTC Part icipant'’ means securities 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.
Page 5
- Designated Financial Officer" means the City Manager or the ChiefFinancial Officer (including, in
each case, the official succeeding to such position after a title change), or such other official of the Issuer so
designated by the Issuer.
Electric System Fund’ means the special fund confirmed, established and maintained by and
pursuant to the provisions of Sections 7 and 8.
'; Event of Default” means an event as described in Section 28.
“Funded Debt” means all Senior Lien Obligations created or assumed by the Issuer that mature by
their terms (in the absence of the exercise of any earlier right of demand), or that are renewable at the option
of the Issuer to a date, more than one year after the original creation or assumption of such Debt by the Issuer.
"Gross Revenues" mean all revenues, income and receipts of every nature derived or received by the
Issuer from the operation and ownership of the System, including the interest income from investment or
deposit of money in any fund or account created by this Ordinance or maintained by the Issuer in connection
with the System.
“ Initial Bonds-’ has the meaning assigned to such term in Section 3 .
a Interest and Muting Fund’ means the special fund created, established and maintained by and
pursuant to the provisions of Sections 7 and 10.
“ Interest Rate Management Agreement“ means an agreement that provides for an interest rate
transaction, including a swap, basis, forward, option, cap, collar, floor, lock, or hedge transaction, a similar
transaction, or any combination of those types of transactions, now or hereafter authorized by the laws of the
State of Texas, including, without limitation, Chapter 1371.
“ Issuer" means the City of Denton, Texas.
'' Maturiry'’ means, when used with respect to any Debt, the date on which the principal of such Debt
or any installment thereof becomes due and payable as therein provided, whether at the Stated Maturity
thereof, or call for redemption, or otherwise.
“AMaximum Inn ua/ Debt Service Requirements” means the greatest amount of Annual Debt Service
Requirements scheduled to occur in any future Year or in the then current Year for the particular obligations
for which such calculation is made.
“Net Revenues” mean all Gross Revenues remaining after deducting Operating Expenses.
“Operating Expenses” means 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
(but only such repairs and extensions as, in the judgment of the Issuer, are necessary to keep the System in
operation and render adequate service or such as might be necessary to meet some physical accident or
conditions which would otherwise impair the Senior Lien Obligations), and all payments under contracts for
materials and services (including water supply contracts) provided to the Issuer that are required to enable the
Issuer to render efficient service. The following shall never be considered as an Operating Expense:
( 1) depreciation, (2) franchise fees paid to the Issuer or transferred to the general fund or other fund of the
Issuer, and (3) return on investment payments made to the Issuer or transferred to the general fund or other
fund of the Issuer.
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Ordinance'’ means this ordinance finally adopted by the City Council on October 22, 2024.
''Outstanding" means, when used with respect to Senior Lien Obligations, as of the date of
determination, all Senior Lien Obligations theretofore delivered under this Ordinance and any ordinance
authorizing other Senior Lien Obligations, except:
( 1) Senior Lien Obligations theretofore cancelled and delivered to the Issuer or delivered to
the paying agent/registrar for the Senior Lien Obligation for cancellation;
(2) Senior Lien Obligations deemed paid pursuant to the provisions of Section 22 or any
comparable section of any ordinance authorizing Additional Senior Lien Obligations;
(3) Senior Lien Obligations upon transfer of or in exchange for and in lieu of which other
Senior Lien Obligations have been authenticated and delivered pursuant to this Ordinance and any
ordinance authorizing Additional Senior Lien Obligations; and
(4) Senior Lien Obligations under which the obligations of the Issuer have been released,
discharged or extinguished in accordance with the terms thereof
- Paying Agent/Registrar” means the paying agent/registrar for the Bonds. described in Section 4(a)
and any successor thereto.
''Permitted Investments“ means any security or obligation or combination thereof permitted under the
Public Funds Investments Act, Chapter 2256, Texas Government Code, as amended, or other applicable law.
Pledged Revenues” means
( 1) the Net Revenues, plus
(2) any additional revenues, income, receipts, or other resources, including, without
limitation, any grants, donations or income received or to be received from the United States Government, or
any other public or private source, whether pursuant to an agreement or otherwise, which hereafter are
pledged by the Issuer to the payment of the Senior Lien Obligations,
and excluding those revenues excluded from Gross Revenues or excluded from Net Revenues.
" Rate Stabilization Reserve” means a rate stabilization reserve created, established and maintained by
and pursuant to the provisions of Section 12 in the Electric System Fund, the Wastewater System Fund or the
Water System Fund.
- Rating Agency” means any nationally recognized securities rating agency which has assigned, at the
request of the Issuer, a rating to the Senior Lien Obligations.
- Record Date-’ means Record Date as defined in the FORM OF BOND.
" Registered Owner“ or“ Registered Owners" means the registered owner, whose name appears in the
Registration Books, for any Senior Lien Obligation.
'VRegistration Books” means the books or records for the registration of the transfer, conversion and
exchange of the Bonds kept by the Paying Agent/Registrar.
Page 7
- Reserve Credit Facility” means (i) a policy of insurance or a surety bond, issued by an issuer of
policies of insurance insuring the timely payment of debt service on governmental obligations, and (ii) a letter
or line of credit issued by any financial institution, in each case meeting the requirements for such facility
under any ordinance authorizing the issuance of Senior Lien Obligations that are to be secured by a debt
service reserve fund.
''Serlior Lien Obligations" means the Series 20 17 Bonds, the Series 202 1 Bonds, the Bonds and any
Additional Senior Lien Obligations hereafter issued by the Issuer or obligations issued to refund any of the
foregoing (as determined within the sole discretion of the City Council in accordance with applicable law) if
issued in a manner that provides that the refunding bonds are payable from and equally and ratably secured by
a first lien on and pledge of the Pledged Revenues,
“Senior Lien Obligation Reserve Requirement" means the amount or a manner of calculating the
amount established by each ordinance authorizing the issuance of Senior Lien Obligations that are to be
secured by a debt service reserve fund to be held and maintained on deposit therein.
''Series 2017 Bond Ordinance" means the ordinance adopted by the City Council of the City on
June 2 1 , 20 16 authorizing the issuance of the Series 20 17 Bonds .
“ Special Project” means any water, wastewater, electric, drainage or other facilities of any kind or
other public improvement declared by the Issuer not to be part of the System, for which the costs of
acquisition, construction and installation are paid from proceeds of Special Project Bonds, 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.
" Special Project Bonds” means special revenue obligations of the Issuer which are not secured by the
Pledged Revenues, but which are secured by and payable solely from liens on and pledges of any other
revenues, sources, or payments, including, but not limited to, special contract revenues or payments received
from the System, any other legal entity, or any combination thereof, in connection with a Special Project; and
such revenues, sources or payments shall not be considered as or constitute Gross Revenues of the System,
unless and to the extent otherwise provided in the ordinance or ordinances authorizing the issuance of such
Special Project Bonds.
" Special Record Date" has the meaning assigned to such term in Section 4(d).
" Stated Maturity” means the annual principal payments ofthe Senior Lien Obligations payable on the
respective dates set forth in the ordinances which authorized the issuance of such Senior Lien Obligations.
“ Subordinate Lien Obligations" means any bonds, notes, contractual obligations or other Debt issued
by the Issuer that are payable from or reasonably expected to be payable in whole from, and equally and
ratably secured by a lien on and pledge of the Pledged Revenues, such pledge being subordinate and inferior
to the lien on and pledge of the Pledged Revenues that are or will be pledged to the payment of any Senior
Lien Obligations issued by the Issuer.
“Systerrf’ means the Issuer’s entire existing waterworks system, the Issuer’s entire existing wastewater
system, the Issuer's entire existing electric light and power system, and the Issuer's entire existing drainage
system, together with all future extensions, improvements, enlargements, and additions thereto, and all
replacements thereof; provided that, notwithstanding the foregoing, and to the extent now or hereafter
authorized or permitted by law, the term System shall not include any Special Projects which are hereafter
acquired or constructed by the Issuer with the proceeds of Special Project Bonds.
Page 8
" System Funds" means, collectively, the Electric System Fund, the Wastewater System Fund and the
Water System Fund.
“Term Bonds” means those Senior Lien Obligations (if any) so designated pursuant to the terms of the
ordinance authorizing their issuance, which shall be subject to retirement by operation of mandatory sinking
fund redemptions.
-Term of Issue" means with respect to any Balloon Debt, a period of time equal to the greater of (i)
the period of time commencing on the date of issuance of such Balloon Debt and ending on the final maturity
date of such Balloon Debt or (ii) thirty years.
“TWDB” means the Texas Water Development Board and its successors.
''WasfewaJer System Fund’ means the special fund confirmed, established and maintained by and
pursuant to the provisions of Sections 7 and 8.
'' n’ater System Fund’ means the special fund confirmed, established and maintained by and pursuant
to the provisions of Sections 7 and 8.
'' Year’' means the regular fiscal year used by the Issuer in connection with the operation of the
System, currently ending on September 30 of each year, which may be any twelve consecutive month period
established by the Issuer.
SECTION 2. RECITALS, AMOUNT, PURPOSE AND DESIGNATION OF THE BONDS.
(a) Recitals. The recitals set forth in the preamble hereof are incorporated herein and shall have the
same force and effect as if set forth in this Section.
(b) Amount: Purpose. The bonds of the Issuer are hereby authorized to be issued and delivered in the
aggregate principal amount of $ 10, 135,000 for the public purpose of providing funds to acquire, construct and
equip additions, extensions, renovations and improvements to the Issuer's waterworks system, including the
renovation and expansion of the Lake Ray Roberts Water Treatment Plant (the '' Project”), and to pay the
costs associated with the issuance of the Bonds.
SECTION 3. DESIGNATION, DATE, DENOMINATIONS, NUMBERS, AND NLATURITIES AND
INTEREST RATES OF BONDS. Each bond issued pursuant to this Ordinance shall be designated: “CITY
OF DENTON, TEXAS UTILITY SYSTEM REVENUE BOND, SERIES 2024,” and initially there shall be
issued, sold, and delivered hereunder one fully registered bond, without interest coupons, dated November 1,
2024, in the principal amount stated above payable in installments of principal, numbered T- 1, with bonds
issued in replacement thereof being in the denomination or denominations of $5,000 or any integral multiple
of $5,000 and principal amounts hereinafter stated and numbered consecutively from R- 1 upward, payable to
the respective Registered Owners thereof (with the Initial Bond being made payable to the TWDB as
described in Section 27) and said bonds shall mature and be payable serially on December 1 in each of the
years and in the principal amounts, respectively, and shall bear interest from the dates set forth in the FORM
OF BOND set forth in Section 5 to their respective dates of maturity or redemption prior to maturity at the
rates per annum, as set forth in the following schedule:
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Principal
Amounts ( S)
215,000
220,000
225,000
230,000
235,000
240,000
245,000
255,000
260,000
265,000
275,000
280,000
290,000
300,000
310,000
Interest
Rates (%)
2.34
2.09
2.06
2.09
2.12
2.19
2.28
2.36
2.44
2.49
2.65
2.80
2.93
3.04
3.14
Principal
Amounts ( S)
320,000
330,000
345,000
355,000
370,000
380,000
395,000
415,000
430,000
445,000
465,000
480,000
500,000
520,000
540,000
Interest
Rates (%)
3.25
3.31
3.35
3.38
3.54
3.59
3.58
3.58
3.75
3.75
3.69
3.69
3.82
3.82
3.75
Years
2025
2026
2027
2028
2029
2030
203 1
2032
2033
2034
2035
2036
2037
2038
2039
Years
2040
204 1
2042
2043
2044
2045
2046
2047
2048
2049
2050
205 1
2052
2053
2054
The terms '' Bonds” and " Series 2024 Bonds” as used herein shall mean and include collectively all
bonds initially issued hereunder (the “ Initial Bonds") and all substitute bonds exchanged therefor, as well as
all other substitute bonds and replacement bonds issued pursuant hereto, and the term “ Borrcf' shall mean any
of the Bonds.
SECTION 4. CHARACTERISTICS OF THE BONDS.
(a) Appointment of Paying Agent/Registrar. The Issuer appoints BOKF, NA, Dallas, Texas to act as
the Paying Agent/Registrar for the Bonds. The Mayor of the Issuer or a Designated Financial Officer is
authorized and directed to execute and deliver in the name and under the corporate seal and on behalf of the
Issuer a Paying Agent/Registrar Agreement with the Paying Agent/Registrar in substantially the form
presented at this meeting.
(b) Registration. Transfer, Conversion and Exchange. The Issuer shall keep or cause to be kept
Registration Books at the corporate trust office of the Paying Agent/Registrar, and the Issuer hereby appoints
the Paying Agent/Registrar as its registrar and transfer agent to keep such books or records and make such
registrations of transfers, conversions and exchanges under such reasonable regulations as the Issuer and
Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall make such registrations,
transfers, conversions and exchanges as herein provided within three days of presentation in due and proper
form. The Paying Agent/Registrar shall obtain and record in the Registration Books the address of the
registered owner of each Bond to which payments with respect to the Bonds shall be mailed, as herein
provided; but it shall be the duty of each registered owner to notify the Paying Agent/Registrar in writing of
the address to which payments shall be mailed, and such interest payments shall not be mailed unless such
notice has been given. The Issuer shall have the right to inspect the Registration Books during regular
business hours of the Paying Agent/Registrar, but otherwise the Paying Agent/Registrar shall keep the
Registration Books confidential and, unless otherwise required by law, shall not permit their inspection by
any other entity. The Issuer shall pay the Paying Agent/Registrar’s standard or customary fees and charges for
making such registration, transfer, conversion, exchange and delivery of a substitute Bond or Bonds.
Registration of assignments, transfers, conversions and exchanges of Bonds shall be made in the manner
provided and with the effect stated in the FORM OF BOND set forth in this Ordinance. Each substitute Bond
shall bear a letter and/or number to distinguish it from each other Bond.
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(c) Authentication. Except as provided in subsection (g) ofthis Section, an authorized representative
of the Paying Agent/Registrar shall, before the delivery of any such Bond, date and manually sign said Bond,
and no such Bond shall be deemed to be issued or outstanding unless such Bond is so executed. The Paying
Agent/Registrar promptly shall cancel all paid Bonds and Bonds surrendered for conversion and exchange.
No additional ordinances, resolutions, orders or other instruments need be passed or adopted by the governing
body of the Issuer or any other body or person so as to accomplish the foregoing conversion and exchange of
any Bond or portion thereof, and the Paying Agent/Registrar shall provide for the printing, execution and
delivery of the substitute Bonds in the manner prescribed herein. Pursuant to Subchapter D, Chapter 120 1,
Texas Government Code, the duty of conversion and exchange of Bonds as aforesaid is hereby imposed upon
the Paying Agent/Registrar, and, upon the execution of said Bond, the converted and exchanged Bond shall be
valid, incontestable, and enforceable in the same manner and with the same effect as the Bonds which initially
were issued and delivered pursuant to this Ordinance, approved by the Attorney General, and registered by
the Comptroller of Public Accounts.
(d) Payment of Principal and Interest. The Issuer hereby further appoints the Paying Agent/Registrar
to act as the paying agent for paying the principal of and interest on the Bonds, all as provided in this
Ordinance. The Paying Agent/Registrar shall keep proper records of all payments made by the Issuer and the
Paying Agent/Registrar with respect to the Bonds, and of all conversions and exchanges of Bonds, and all
replacements of Bonds, as provided in this Ordinance. However, in the event of a nonpayment of interest on
a scheduled payment date, and for thirty (30) days thereafter, a new record date for such interest payment (a
"Special Record Date”) will be established by the Paying Agent/Registrar, if and when funds for the payment
of such interest have been received from the Issuer. Notice of the Special Record Date and of the scheduled
payment date of the past due interest (which shall be 15 days after the Special Record Date) shall be sent at
least five (5) business days prior to the Special Record Date by United States mail, first class postage prepaid,
to the address of each registered owner appearing on the Registration Books at the close of business on the
last business day next preceding the date of mailing of such notice.
(e) Payment to Registered Owner. Notwithstanding any other provision of this Ordinance to the
contrary, the Issuer and the Paying Agent/Registrar shall be entitled to treat and consider the person in whose
name each Bond is registered in the Registration Books as the absolute owner of such Bond for the purpose of
payment of principal and interest with respect to such Bond, for the purpose of registering transfers with
respect to such Bond, and for all other purposes whatsoever. The Paying Agent/Registrar shall pay all
principal of and interest on the Bonds only to or upon the order of the registered owners, as shown in the
Registration Books 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 Issuer’s obligations with
respect to payment of principal of and interest on the Bonds to the extent of the sum or sums so paid. No
person other than a registered owner, as shown in the Registration Books, shall receive a Bond certificate
evidencing the obligation of the Issuer to make payments of principal and interest pursuant to this Ordinance.
(f) Paying Agent/Registrar. The Issuer covenants with the registered owners of the Bonds that at all
times while the Bonds are Outstanding the Issuer will provide a competent and legally qualified bank, trust
company, financial institution or other agency to act as and perform the services of Paying Agent/Registrar
for the Bonds under this Ordinance, and that the Paying Agent/Registrar will be one entity. By accepting the
position and performing as such, each Paying Agent/Registrar shall be deemed to have agreed to the
provisions of this Ordinance, and a certified copy of this Ordinance shall be delivered to each Paying
Agent/Registrar,
(g) Substitute Paying Agent/Registrar. The Issuer reserves the right to, and may, at its option, change
the Paying Agent/Registrar upon not less than 60 days written notice to the Paying Agent/Registrar, to be
effective not later than 60 days prior to the next principal or interest payment date after such notice. In the
event that the entity at any time acting as Paying Agent/Registrar (or its successor by merger, acquisition, or
Page 11
other method) should resign or otherwise cease to act as such, the Issuer covenants that promptly it will
appoint a competent and legally qualified bank, trust company, financial institution, or other agency to act as
Paying Agent/Registrar under this Ordinance. Upon any change in the Paying Agent/Registrar, the previous
Paying Agent/Registrar promptly shall transfer and deliver the Registration Books (or a copy thereof), aiong
with all other pertinent books and records relating to the Bonds, to the new Paying Agent/Registrar designated
and appointed by the Issuer. Upon any change in the Paying Agent/Registrar, the Issuer promptly will cause a
written notice thereof to be sent by the new Paying Agent/Registrar to each registered owner of the Bonds, by
United States mail, first-class postage prepaid, which notice also shall give the address of the new Paying
Agent/Registrar.
(h) Book-Entry Only System. The Bonds issued in exchange for the Bonds initially issued to the
purchaser or purchasers specified herein shall be initially issued in the form of a separate single fully
registered Bond for each of the maturities thereof and the ownership of each such Bond shall be registered in
the name of Cede & Co., as nominee of DTC, and except as provided in subsections O) and (k) of this
Section, all of the Outstanding Bonds shall be registered in the name of Cede & Co., as nominee of DTC.
(i) Blanket Letter of Representations. The previous execution and delivery of the Blanket Letter of
Representations with respect to obligations of the Issuer is hereby ratified and confirmed; and the provisions
thereof shall be fully applicable to the Bonds. Notwithstanding anything to the contrary contained herein,
while the Bonds are subject to DTC's Book-Entry Only System and to the extent permitted by law, the Letter
of Representations is hereby incorporated herein and its provisions shall prevail over any other provisions of
this Ordinance in the event of conflict.
a) Bonds Registered in the Name of Cede & Co. With respect to Bands registered in the name of
Cede & Co., as nominee of DTC, the Issuer and the Paying Agent/Registrar shall have no responsibility or
obligation to any DTC Participant to hold securities to facilitate the clearance and settlement of securities
transactions among DTC Participants 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 Issuer and the Paying
Agent/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 a registered owner of Bonds, as shown on the
Registration Books, of any notice with respect to the Bonds, or (iii) the payment to any DTC Participant or
any other person, other than a registered owner of Bonds, as shown in the Registration Books of any amount
with respect to principal of or interest on the Bonds. Upon delivery by DTC to the Paying Agent/Registrar of
written notice to the effect that DTC has determined to substitute a new nominee in place of Cede & Co., and
subject to the provisions in this Ordinance with respect to interest checks being mailed to the registered owner
at the close of business on the Record date, the words “Cede & Co.” in this Ordinance shall refer to such new
nominee of DTC.
(k) Successor Securities Depository; Transfers Outside Book-Entry Only System. In the event that
the Issuer determines that DTC is incapable of discharging its responsibilities described herein and in the
representation letter of the Issuer to DTC or that it is in the best interest of the beneficial owners of the Bonds
that they be able to obtain certificated Bonds, the Issuer shall (i) appoint a successor securities depository,
qualified to act as such under Section 17A of the Securities and Exchange Act of 1934, as amended, notify
DTC and DTC Participants of the appointment of such successor securities depository and transfer one or
more separate Bonds to such successor securities depository or (ii) notify DTC and DTC Participants of the
availability through DTC of Bonds and transfer one or more separate Bonds to DTC Participants having
Bonds credited to their DTC accounts. In such event, the Bonds shall no longer be restricted to being
registered in the Registration Books 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 registered
owners transferring or exchanging Bonds shall designate, in accordance with the provisions of this Ordinance.
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(1) Payments to Cede & Co. Notwithstanding any other provision of this Ordinance to the contrary,
so long as any Bond is registered in the name of Cede & Co., as nominee of DTC, all payments with respect
to principal of and interest on such Bond and all notices with respect to such Bond shall be made and given,
respectively, in the manner provided in the representation letter of the Issuer to DTC
(m) General Characteristics of the Bonds. The Bonds (i) shall be issued in fully registered form,
without interest coupons, with the principal of and interest on such Bonds to be payable only to the Registered
Owners thereof, (ii) may and shall be redeemed prior to their scheduled maturities, (iii) may be transferred
and assigned, (iv) may be converted and exchanged for other Bonds, (v) shall have the characteristics, (vi)
shall be signed, sealed, executed and authenticated, (vii) the principal of and interest on the Bonds shall be
payable, and (viii) shall be administered and the Paying Agent/Registrar and the Issuer shall have certain
duties and responsibilities with respect to the Bonds, all as provided, and in the manner and to the effect as
required or indicated, in the FORM OF BOND set forth in this Ordinance. The Bonds initially issued and
delivered pursuant to this Ordinance is not required to be, and shall not be, authenticated by the Paying
Agent/Registrar, but on each substitute Bond issued in conversion of and exchange for any Bond or Bonds
issued under this Ordinance the Paying Agent/Registrar shall execute the Paying Agent/registrar's
Authentication Bond, in the FORM OF BOND set forth in this Ordinance.
(n) Cancellation of Initial Bonds. On the closing date, one Initial Bond representing the entire
principal amount of the Bonds, payable in stated installments to the TWDB or its designee, executed by
manual or facsimile signature of the Mayor and Secretary of the Issuer, approved by the Attorney General of
Texas, and registered and manually signed by the Comptroller of Public Accounts of the State of Texas, will
be delivered to such purchaser or its designee. Upon payment for such Initial Bond, the Paying
Agent/Registrar shall cancel such Initial Bond and deliver to DTC on behalf of such purchaser one registered
definitive Bond for each year of maturity of such Bonds, in the aggregate principal amount of an ofthe Bonds
for such maturity, registered in the name of Cede & Co., as nominee of DTC . To the extent that the Paying
Agent/Registrar is eligible to participate in DTC’s FAST System, pursuant to an agreement between the
Paying Agent/Registrar and DTC, the Paying Agent/Registrar shall hold the definitive Bonds in safekeeping
for DTC
SECTION 5. FORM OF BONDS. The form of the Bonds (“FORM OF BOND”), including the form
of Paying Agent/Registrar’s Authentication Certificate, the form of Assignment and the form of Registration
Certificate of the Comptroller of Public Accounts of the State of Texas to be attached to the Bonds initially
issued and delivered pursuant to this Ordinance, shall be, respectively, substantially as follows, with such
appropriate variations, omissions or insertions as are permitted or required by this Ordinance.
(a) FORM OF BOND.
NO. R-UNITED STATES OF AMERICA
STATE OF TEXAS
PRINCIPAL
AMOUNT
$
CITY OF DENTON. TEXAS
UTILITY SYSTEM REVENUE BOND
SERIES 2024
Interest Rate Delivery Date Maturity Date CUSIP No
December 1, 20
REGISTERED OWNER:
Page 13
PRINCIPAL AMOUNT:DOLLARS
ON THE MATURITY DATE specified above, the City of Denton, Texas (the “Issuer”), being a
political subdivision and municipal corporation of the State of Texas, hereby promises to pay to the
Registered Owner specified above, or registered assigns (hereinafter called the “Registered Owner”), on the
Maturity Date specified above, the Principal Amount specified above. The Issuer promises to pay interest on
the unpaid principal amount hereof (calculated on the basis of a 360-day year of twelve 30-day months) from
the Delivery Date specified above at the Interest Rate per annum specified above. Interest is payable on
June 1, 2025 and semiannually on each December 1 and June 1 thereafter to the Maturity Date specified
above, or the date of redemption prior to maturity ; except, if this Bond is required to be authenticated and the
date of its authentication is later than the first Record Date (hereinafter defined), such principal amount shall
bear interest from the interest payment date next preceding the date of authentication, unless such date of
authentication is after any Record Date but on or before the next following interest payment date, in which
case such principal amount shall bear interest from such next following interest payment date; provided,
however, that if on the date of authentication hereof the interest on the Bond or Bonds, if any, for which this
Bond is being exchanged is due but has not been paid, then this Bond shall bear interest from the date to
which such interest has been paid in full.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the United
States of America, without exchange or collection charges. The principal of this Bond shall be paid to the
Registered Owner hereof upon presentation and surrender of this Bond at maturity, or upon the date fixed for
its redemption prior to maturity, at the principal corporate trust office of BOKF, NA, Dallas, Texas, which is
the “Paying Agent/Registrar” for this Bond. The payment of interest on this Bond shall be made by the
Paying Agent/Registrar to the Registered Owner hereof on each interest payment date by check or draft, dated
as of such interest payment date, drawn by the Paying Agent/Registrar on, and payable solely from, funds of
the Issuer required by the ordinance authorizing the issuance of this Bond (the “Bond Ordinance”) to be on
deposit with the Paying Agent/Registrar for such purpose as hereinafter provided; and such check or draft
shall be sent by the Paying Agent/Registrar by United States mail, first-class postage prepaid, on each such
interest payment date, to the Registered Owner hereof, at its address as it appeared on the fifteenth day of the
month preceding each such date (the “Record Date“) on the Registration Books kept by the Paying
Agent/Registrar, as hereinafter described. In addition, interest may be paid by such other method, acceptable
to the Paying Agent/Registrar, requested by, and at the risk and expense of, the Registered Owner. In the
event of a non-payment of interest on a scheduled payment date, and for 30 days thereafter, a new record date
for such interest payment (a “Special Record Date”) will be established by the Paying Agent/Registrar, if and
when funds for the payment of such interest have been received from the Issuer. Notice ofthe Special Record
Date and of the scheduled payment date of the past due interest (which shall be 15 days after the Special
Record Date) shall be sent at least five business days prior to the Special Record Date by United States mail,
first-class postage prepaid, to the address of each owner of a Bond appearing on the Registration Books at the
close of business on the last business day next preceding the date of mailing of such notice.
ANY ACCRUED INTEREST due at maturity or upon the redemption of this Bond prior to maturity
as provided herein shall be paid to the Registered Owner upon presentation and surrender of this Bond for
payment or redemption at the principal corporate trust office of the Paying Agent/Registrar. The Issuer
covenants with the Registered Owner of this Bond that on or before each principal payment date and interest
payment date for this Bond it will make available to the Paying Agent/Registrar, from the “Interest and
Sinking Fund” created by the Bond Ordinance, the amounts required to provide for the payment, in
immediately available funds, of all principal of and interest on the Bonds, when due.
IF THE DATE for any payment of the principal of or interest on this Bond shall be a Saturday,
Sunday, a legal holiday or a day on which banking institutions in the city where the principal corporate trust
office of the Paying Agent/Registrar is located are authorized by law or executive order to close, then the date
Page 14
for such payment shall be the next succeeding day that is not such a Saturday, Sunday, legal holiday or day on
which banking institutions are authorized to close; and payment on such date shall have the same force and
effect as if made on the original date payment was due.
THIS BOND is one of a series of Bonds dated November 1, 2024, authorized in accordance with the
Constitution and laws of the State of Texas in the principal amount of 810, 135,000 for the public purpose of
providing funds to acquire, construct and equip additions, extensions, renovations and improvements to the
Issuer’s waterworks system, including the renovation and expansion of the Lake Ray Roberts Water
Treatment Plant, and to pay the costs associated with the issuance of the Bonds.
ON DECEMBER 1, 2034, or on any date thereafter, the Bonds of this series may be redeemed prior
to their scheduled maturities, at the option of the Issuer, with hInds derived from any available and lawful
source, as a whole, or in part, and, if in part, the particular Bonds, or portions thereof, to be redeemed shall be
redeemed in inverse order of maturity and the Issuer shall direct the Paying Agent/Registrar to call by lot or
other customary method, portions thereof within such maturities and in such principal amounts, for
redemption (provided that a portion of a Bond may be redeemed only in an integral multiple of $5,000), dt a
redemption price equal to the principal amount to be redeemed plus accrued interest to the date fixed for
redemption.
AT LEAST 30 days prior to the date fixed for any redemption of Bonds or portions thereof prior to
maturity a written notice of such 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 to be redeemed at its address as it appeared on the 45th day prior to such
redemption date; provided, however, that the failure of the Registered Owner to 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 with the Paying Agent/Registrar for the payment of the required redemption price for the Bonds or
portions thereof that are to be so redeemed. If such written notice of redemption is sent and if due provision
for such payment is made, all as provided above, the Bonds or portions thereof that are to be so redeemed
thereby automatically shall be treated as redeemed prior to their scheduled maturities, and they shall not bear
interest after the date fixed for redemption, and they shall not be regarded as being Outstanding except for the
right of the Registered Owner to receive the redemption price from the Paying Agent/Registrar out of the
funds provided for such payment. 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 Issuer, all as provided in the Bond Ordinance.
IF AT THE TIME OF MAILING of notice of optional redemption there shall not have either been
deposited with the Paying Agent/Registrar or legally authorized escrow agent immediately available funds
sufficient to redeem all the Bonds called for redemption, such notice may state that it is conditional, and is
subject to the deposit of the redemption moneys with the Paying Agent/Registrar or legally authorized escrow
agent at or prior to the redemption date, and such notice shall be of no effect unless such moneys are so
deposited on or prior to the redemption date. If such redemption is not effectuated, the Paying
Agent/Registrar shall, within five days thereafter, give notice in the manner in which the notice of redemption
was given that such moneys were not so received and shall rescind the redemption.
ALL BONDS OF THIS SERIES are issuable solely as fully registered bonds, without interest
coupons, in the denomination of any integral multiple of $5,000. As provided in the Bond Ordinance, this
Bond may, at the request of the Registered Owner or the assignee or assignees hereof, be assigned,
transferred. converted into and exchanged for a like aggregate principal amount of fully registered Bonds,
Page 15
without interest coupons, payable to the appropriate Registered Owner, assignee or assignees, as the case may
be, having the same denomination or denominations in any integral multiple of $5,000 as requested in writing
by the appropriate Registered Owner, assignee or assignees, as the case may be, upon surrender of this Bond
to the Paying Agent/Registrar for cancellation, all in accordance with the form and procedures set forth in the
Bond Ordinance. Among other requirements for such assignment and transfer, this Bond must be presented
and surrendered to the Paying Agent/Registrar, together with proper instruments of assignment, in form and
with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this Bond
or any portion or portions hereof in any integral multiple of $5,000 to the assignee or assignees in whose
name or names this Bond or any such portion or portions hereof is or are to be registered. The form of
Assignment printed or endorsed on this Bond may be executed by the Registered Owner to evidence the
assignment hereof, but such method is not exclusive, and other instruments of assignment satisfactory to the
Paying Agent/Registrar may be used to evidence the assignment of this Bond or any portion or portions
hereof from time to time by the Registered Owner. The Paying Agent/Registrar's reasonable standard or
customary fees and charges for assigning, transferring, converting and exchanging any Bond or portion
thereof will be paid by the Issuer. In any circumstance, any taxes or governmental charges required to be paid
with respect thereto shall be paid by the one requesting such assignment, transfer, conversion or exchange, as
a condition precedent to the exercise of such privilege. The Paying Agent/Registrar shall not be required to
make any such transfer, conversion, or exchange (i) during the period commencing with the close of business
on any Record Date and ending with the opening of business on the next following principal or interest
payment date, or (ii) with respect to any Bond or any portion thereof called for redemption prior to maturity,
within 45 days prior to its redemption date.
IN THE EVENT any Paying Agent/Registrar for the Bonds is changed by the Issuer, resigns, or
otherwise ceases to act as such, the Issuer has covenanted in the Bond Ordinance that it promptly will appoint
a competent and legally qualified substitute therefor, and cause written notice thereof to be mailed to the
Registered Owners of the Bonds.
THE BONDS are special obligations of the Issuer payable solely from and equally secured by a lien
on and pledge of the Pledged Revenues of the Issuer’s System (as defined in the Ordinance). Reference is
hereby made to the Bond Ordinance for a more complete statement of the covenants and provisions securing
the payment of this Bond and the series of which it is one.
THE ISSUER EXPRESSLY RESERVES the right to issue further and additional special revenue
obligations equally secured by a lien on and pledge ofthe Pledged Revenues of the Issuer's Utility System on
a parity with the Bonds of this issue; provided, however, that any and all such additional Senior Lien
Obligations may be issued only in accordance with and subject to the covenants, conditions, limitations and
restrictions relating thereto which are set out and contained in the Bond Ordinance, to which reference is
hereby made for more complete and full particulars. The Issuer has further reserved the right in the Bond
Ordinance to issue Subordinate Lien Obligations and to finance Special Projects that are not part of the
System and not payable from Pledged Revenues and for which all maintenance and operation expenses are
payable from sources other than Pledged Revenues.
THE REGISTERED OWNER HEREOF shall never have the right to demand payment of this
obligation out of any funds raised or to be raised by taxation or from any sources whatsoever other than those
described in the Bond Ordinance.
IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly authorized,
issued and delivered; that all acts, conditions and things required or proper to be performed, exist and be done
precedent to or in the authorization, issuance and delivery ofthis Bond have been performed, existed and been
done in accordance with law
Page 16
THE ISSUER HAS RESERVED THE RIGHT to amend the Bond Ordinance as provided therein, and
under some (but not all) circumstances amendments thereto must be approved by the Registered Owners of a
majority in aggregate principal amount of the Outstanding Bonds.
BY BECOMING the Registered Owner ofthis Bond, the Registered Owner thereby acknowledges all
of the terms and provisions of the Bond Ordinance, agrees to be bound by such terms and provisions,
acknowledges that the Bond Ordinance is duly recorded and available for inspection in the official minutes
and records of the governing body of the Issuer, and agrees that the terms and provisions of this Bond and the
Bond Ordinance constitute a contract between each Registered Owner hereof and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be signed with the manual or facsimile
signature of the Mayor of the Issuer (or in the Mayor’s absence, the Mayor Pro-Tem of the Issuer) and
countersigned with the manual or facsimile signature of the Secretary of said Issuer, and has caused the
It is hereby certified that this Bond has been issued under the provisions of the Bond Ordinance
described in the text of this Bond; and that this Bond has been issued in conversion or replacement of, or in
exchange for, a bond, bonds, or a portion of a bond or bonds of a series that originally was approved by the
Attorney General of the State of Texas and registered by the Comptroller of Public Accounts of the State of
Texas
Dated :
Paying Agent/Registrar
By:
Authorized Representative
(c) Form of Assignment.
ASSIGNMENT
(Please print or type clearly)
For value received, the undersigned hereby sells, assigns and transfers unto:
Transferee's Social Security or Taxpayer Identification Number:
Transferee's name and address, including zip code:
Page 17
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney, to register the transfer of the within
Bond on the books kept for registration thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by an NOTICE: The signature above must correspond with
eligible guarantor institution participating in a the name of the Registered Owner as it appears upon
securities transfer association recognized signature the front of this Bond in every particular, without
guarantee program. alteration or enlargement or any change whatsoever.
(d) Form of Registration Certificate of the Comptroller of Public Accounts.
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO
I hereby certify that there is on file and of record in my office a true and correct copy of the opinion
of the Attorney General of the State of Texas approving this Bond and that this Bond has been registered this
day by me.
Witness my signature and seal this
Comptroller of Public Accounts of the State of Texas
(COMPTROLLER'S SEAL)
(e) Initial Bond Insertions.
(i) The Initial Bonds shall be in the form set forth is paragraph (a) of this Section, except
that :
A. immediately under the name of the Bond, the headings “Interest Rate” and
“Maturity Date” shall both be completed with the words “As shown below“ and ''CUSIP No.
” shall be deleted
B. the first paragraph shall be deleted and the following will be inserted:
“THE CITY OF DENTON, TEXAS (the “Issuer”), being a political subdivision and municipal corporation of
the State of Texas, hereby promises to pay to the Registered Owner specified above, or registered assigns
(hereinafter called the “Registered Owner”), on December 1 in each of the years, in the principal installments
and bearing interest at the per annum rates set forth in the following schedule:
Years Principal Installments ( S)Interest Rates (%)
(Information for the Bonds from Section 3 to be inserted)
The Issuer promises to pay interest on the unpaid principal amount hereof (calculated on the basis of a 360-
day year of twelve 30-day months) from the Delivery Date specified above at the respective Interest Rate per
Page 18
annum specified above. Interest is payable on June 1, 2025 and semiannually on each December 1 and June 1
thereafter to the date of payment of the principal installment specified above, or the date of redemption prior
to maturity; except, that if this Bond is required to be authenticated and the date of its authentication is later
than the first Record Date (hereinafter defined), such Principal Amount shall bear interest from the interest
payment date next preceding the date of authentication, unless such date of authentication is after any Record
Date but on or before the next following interest payment date, in which case such principal amount shall bear
interest from such next following interest payment date; provided, however, that if on the date of
authentication hereof the interest on the Bond or Bonds, if any, for which this Bond is being exchanged is due
but has not been paid, then this Bond shall bear interest from the date to which such interest has been paid in
full.’
C. The Initial Bond shall be numbered “T-1.“
SECTION 6. PLEDGE OF PLEDGED REVENUES.
(a) The Bonds are “Additional Senior Lien Obligations” as permitted by Section 17 of the Series
2017 Bond Ordinance; and it is hereby determined, declared and resolved that Sections 1, 6 through 17, 19,
20, 21, 28 and 30 of this Ordinance are supplemental to and cumulative of such sections in the Series 2017
Bond Ordinance.
(b) The Issuer hereby covenants and agrees that the Pledged Revenues are hereby irrevocably
pledged to the payment and security of the Senior Lien Obligations, including the establishment and
maintenance of the special funds confirmed, created, established and maintained for the payment and security
thereof, all as hereinafter provided; and it is hereby ordered that the Senior Lien Obligations, and the interest
thereon, shall constitute a lien on and pledge of the Pledged Revenues and be valid and binding without any
physical delivery thereof or further act by the Issuer, and the lien created hereby on the Pledged Revenues for
the payment and security of the Senior Lien Obligations, including the establishment and maintenance of the
special funds created, confirmed, established and maintained for the payment and security thereof, shall be
superior to the lien on and pledge of the Pledged Revenues securing payment of any Subordinate Lien
Obligations heretofore or hereafter issued by the Issuer. The Senior Lien Obligations, and any interest
payable thereon, are and shall secured by and payable from a first lien on and pledge of the Pledged
Revenues. The Senior Lien Obligations are not and will not be secured by or payable from a mortgage or
deed of trust on any real, personal, or mixed properties constituting the System
(c) Chapter 1208, Government Code, applies to the issuance of the Bonds and the pledge of the
Pledged Revenues granted by the Issuer under this Section, and is therefore valid, effective, and perfected.
Should Texas law be amended at any time while the Bonds are Outstanding and unpaid, the result of such
amendment being that the pledge of the Pledged Revenues granted by the Issuer under this Section is to be
subject to the filing requirements of Chapter 9, Business & Commerce Code, in order to preserve to the
Registered Owners of the Bonds a security interest in said pledge, the Issuer agrees to take such measures as it
determines are reasonable and necessary under Texas law to comply with the applicable provisions ofChaptel
9, Business & Commerce Code and enable a filing of a security interest in said pledge to occur.
SECTION 7. SPECIAL FUNDS.
(a) There heretofore has been created and is hereby confirmed and ordered to be maintained on the
books of the Issuer, a special fund entitled the “City of Denton Electric System Fund” (the “ Electric System
Fund’)
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(b) There heretofore has been created and is hereby confirmed and ordered to be maintained on the
books of the Issuer, a special fund entitled the “City of Denton Wastewater System Fund” (the '' IFas tewa fer
System Fund’) .
(c) There heretofore has been created and is hereby confirmed and ordered to be maintained on the
books of the Issuer, a special fund entitled the “City of Denton Water System Fund” (the “ Water System
Fund’)
(d) There heretofore has been created and is hereby confirmed and ordered to be maintained on the
books of the Issuer so long as Senior Lien Obligations are Outstanding, a separate fund entitled “City of
Denton Utility System Revenue Bonds Interest and Sinking Fund“ (the “ Interest and Sinking Fund’).
(e) A separate fund entitled “City of Denton, Texas Utility System Revenue Bond 2024 Reserve
Fund” (the " 2024 Reserve Fund’) .
(f) The Issuer may at any time combine any two or more of the Electric System Fund, Wastewater
System Fund or Water System Fund into a single Fund. Any references in this Ordinance to any of the Funds
so combined shall be deemed to refer to the newly combined Fund.
(g) Each such Fund shall be accounted for separate and apart from all other funds of the Issuer, and
shall be maintained in a Depository of the Issuer.
SECTION 8. SYSTEM FUNDS. The Issuer hereby covenants, agrees and establishes that the Gross
Revenues shall be deposited and credited to the System Funds immediately as collected and received except
as otherwise provided in this Ordinance. All Operating Expenses are and shall be paid from such Gross
Revenues as a first charge against same.
SECTION 9. FLOW OF FUNDS.
(a) All Gross Revenues deposited and credited to the System Funds shall be pledged and
appropriated to the extent required for the following uses and in the order of priority shown:
First: to the payment of all necessary and reasonable Operating Expenses as defined herein, and the
payment of such Operating Expenses shall be a first charge on and claim against the Gross Revenues.
Second: to the payment of the amounts required to be deposited and credited to the Interest and
Sinking Fund, created and established for the payment of the Bonds and any other Senior Lien
Obligations as the same become due and payable
Third: pro rata to the payment of the amounts required to be deposited and credited (i) to the 2024
Reserve Fund created and established in accordance with the provisions of this Ordinance to fund and
maintain the 2024 Required Reserve Amount therein (including any payments under any 2024
Reserve Credit Facility), and (ii) to each other debt service reserve fund (including any payments
under any Reserve Credit Facility) as may be created and established to maintain a reserve with
respect to Additional Senior Lien Obligations, if any, and in accordance with the provisions of the
ordinances relating to the issuance of any Additional Senior Lien Obligations hereafter issued by the
Issuer
Fourth: to make payment, including payment of amounts required for reserve fund requirements, of
Subordinate Lien Obligations.
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(b) Any Pledged Revenues remaining in the System Funds after satisfying the foregoing payments,
or making adequate and sufficient provision for the payment thereof, may be appropriated and used for any
other Issuer purpose now or hereafter permitted by law.
SECTION 10. INTEREST AND SINKING FUND.
(a) For purposes of providing funds to pay the principal of, premium, if any, and interest on the
Senior Lien Obligations as the same become due and payable, including any Amortization Installment
payments, the Issuer agrees that it shall maintain the Interest and Sinking Fund. The Issuer covenants to
deposit and credit to the Interest and Sinking Fund prior to each principal, interest payment or redemption
date from the available Pledged Revenues an amount equal to one hundred percent (100%) of the amount
required to fully pay the interest on and the principal of the Senior Lien Obligations then coming due and
payable. The Issuer shall deposit to the Interest and Sinking Fund the amounts required to be deposited
therein with respect to Senior Lien Obligations in accordance with the ordinance authorizing such Senior Lien
Obligations. The Issuer shall cause to be deposited to the credit of the Interest and Sinking Fund accrued
interest received from the sale of the Bonds, and on or before the last business day of each month, the Issuer
shall cause to be deposited to the credit of the Interest and Sinking Fund, in approximately equal monthly
payments, amounts sufficient, together with any other funds on hand therein, to pay all of the interest or
principal and interest coming due, including Amortization Installments, on the Bonds on the next succeeding
interest or principal payment date.
(b) The required deposits and credits to the Interest and Sinking Fund shall continue to be made as
hereinabove provided until such time as (i) the total amount on deposit in and credited to the Interest and
Sinking Fund and the 2024 Reserve Fund (and in any debt service reserve fund created pursuant to
Section 1 1), taking into account dny Reserve Credit Facility held in or for the benefit of any such debt service
reserve fund, is equal to the amount required to fully pay and discharge all Outstanding Senior Lien
Obligations (principal, premium, if any, and interest) or (ii) the Senior Lien Obligations are no longer
Outstanding.
(c) Accrued interest, if any, received from the purchaser of any Senior Lien Obligation and
capitalized interest, if any, shall be taken into consideration and reduce the amount of the deposits and credits
hereinabove required into the Interest and Sinking Fund.
(d) in allocating moneys on deposit in the Interest and Sinking Fund to pay the principal of,
premium, if any, and interest on the Senior Lien Obligations as the same become due and payable among
Senior Lien Obligations that are secured by the 2024 Reserve Fund or another debt service reserve fund
created pursuant to Section 1 1 and Senior Lien Obligations that are not secured by the 2024 Reserve Fund or
such other debt service reserve fund, the Issuer shall not take amounts on deposit (including moneys or
Reserve Credit Facilities) in the 2024 Reserve Fund or such other debt service reserve funds into account
when making such allocations.
SECTION 1 1. DEBT SERVICE RESERVE FUNDS.
(a) The 2024 Reserve Fund is hereby ordered to be held at a Depository of the Issuer, for the benefit
of the Bonds and other 2024 Reserve Fund Participants, if any. All cash, investments and 2024 Reserve
Credit Facilities on deposit and credited to the 2024 Reserve Fund shall be used solely for (i) the payment of
the principal of and interest on the Bonds and any other 2024 Reserve Fund Participants, when there is not
sufficient money available in the Interest and Sinking Fund for such purpose, (ii) to make 2024 Reserve
Credit Facility Payments, and (iii) to retire the last Stated Maturity or Stated Maturities of or interest on the
Bonds and any other 2024 Reserve Fund Participants. The Issuer initially shall fund the 2024 Reserve Fund
within sixty (60) months from the date of delivery of the Bonds by making 2024 Required Reserve Fund
Page 21
Deposits to such fund from the Pledged Revenues in accordance with Section 9 by monthly deposits in
amounts equal to not less than 1/60th of the 2024 Required Reserve Amount, with any such deposits being
made on or before the last day of each month, commencing with the first month following the date of delivery
of the Bonds, until the 2024 Required Reserve Amount has been fully funded. After the delivery of any
future 2024 Reserve Fund Participants, the Issuer shall cause the 2024 Reserve Fund to be increased, if and to
the extent necessary, so that the 2024 Reserve Fund will contain an amount of money, investments and/or
2024 Reserve Credit Facilities equal to the 2024 Required Reserve Amount. Any increase in the 2024
Required Reserve Amount may be funded from Pledged Revenues, or from proceeds from the sale of any
2024 Reserve Fund Participants, or any other available source or combination of sources. All or any part of
the 2024 Required Reserve Amount not funded initially and immediately after the delivery of any issue or
series of 2024 Reserve Fund Participants shall be funded by making 2024 Required Reserve Fund Deposits to
such fund from the Pledged Revenues in accordance with Section 9 by monthly deposits in amounts equal to
not less than 1/60th of the deficiency in the 2024 Required Reserve Amount as of the date of issuance of the
additional 2024 Reserve Fund Participants, with any such deposits being made on or before the last day of
each month, commencing with the first month following the date of delivery of the 2024 Reserve Fund
Participants, until the 2024 Required Reserve Amount has been fully funded. The 2024 Required Reserve
Amount shall be maintained in the 2024 Reserve Fund at all times after the delivery of the Bonds and any
other 2024 Reserve Fund Participants. There shall be deposited into the 2024 Reserve Fund any 2024
Reserve Credit Facilities so designated by the Issuer.
(b) When and for so long as the cash, investments and 2024 Reserve Credit Facilities in the 2024
Reserve Fund equal the 2024 Required Reserve Amount or the portion then required to be on deposit therein,
no deposits need be made to the credit of the 2024 Reserve Fund; but, if and when the 2024 Reserve Fund at
any time contains less than the amount of the 2024 Required Reserve Amount then required to be on deposit
therein pursuant to clause (a) of this Section, the Issuer covenants and agrees that the Issuer shall cure the
deficiency in the 2024 Reserve Fund by making 2024 Required Reserve Fund Deposits to such fund from the
Pledged Revenues in accordance with Section 9 by month ty deposits in amounts equal to not less than 1/24th
of such deficiency, with any such deficiency payments being made on or before the last day of each month
until the 2024 Required Reserve Amount has been fully funded or restored. In addition, in the event that a
portion of the 2024 Required Reserve Amount is represented by a 2024 Reserve Credit Facility, the 2024
Required Reserve Amount shall be restored as soon as possible from monthly deposits of Pledged Revenues
on deposit in the System Fund in accordance with Section 9, but subject to making the full deposits and
credits to the Interest and Sinking Fund required to be made by Section 10. The Issuer further covenants and
agrees that, subject only to the prior deposits to be made to the Interest and Sinking Fund, the Pledged
Revenues shall be applied and appropriated and used to establish and maintain the 2024 Required Reserve
Amount, including by paying 2024 Reserve Credit Facility Payments when due, and any reserve established
for the benefit of any issue or series of Additional Senior Lien Obligations and to cure any deficiency in such
amounts as required by the terms of this Ordinance and any other ordinance pertaining to the issuance of
Additional Senior Lien Obligations. Reimbursements to the provider, if any, of a 2024 Reserve Credit Facility
shall constitute the making up of a deficiency in the 2024 Reserve Fund to the extent that such
reimbursements result in the reinstatement, in whole or in part, as the case may be, of the amount of the 2024
Reserve Credit Facility.
(c) Earnings and income derived from the investment of amounts held for the credit of the 2024
Reserve Fund shall be retained in the 2024 Reserve Fund until the 2024 Reserve Fund contains the 2024
Required Reserve Amount. During such time as the 2024 Reserve Fund contains the 2024 Required Reserve
Amount or any cash or Permitted Investment is replaced with a 2024 Reserve Credit Facility pursuant to
subsection (d) below, the Issuer may, at its option, withdraw all surplus funds in the 2024 Reserve Fund and
deposit such surplus in the System Fund; provided that the face amount of any 2024 Reserve Credit Facility
may be reduced at the option ofthe Issuer in lieu of such transfer. Notwithstanding the foregoing, any surplus
Page 22
funds in the 2024 Reserve Fund that consist of proceeds of the Bonds or interest thereon shall be used for
purposes for which the Bonds were issued or deposited to the Interest and Sinking Fund.
(d) The Issuer may at any time deposit, supplement, replace or substitute a 2024 Reserve Credit
Facility for cash or Permitted Investments on deposit in the 2024 Reserve Fund or in substitution for or
replacement of any existing 2024 Reserve Credit Facility, provided, that the deposit, supplement, replacement
or substitution of the 2024 Reserve Credit Facility will not, in and of itself, cause any ratings then assigned to
the Bonds by any Rating Agency to be lowered as of the date of such deposit, supplement, replacement or
substitution and the ordinance authorizing the substitution ofthe 2024 Reserve Credit Facility for all or part of
the 2024 Required Reserve Amount contains a finding that such substitution is cost effective.
Notwithstanding any other provision of this Ordinance, if a 2024 Reserve Credit Facility is utilized in
connection with the Bonds after the issuance date of the Bonds, the Issuer must specifically approve any such
2024 Reserve Credit Facility.
(e) if the Issuer is required to make a withdrawal from the 2024 Reserve Fund for any of the
purposes described in this Section, the Issuer shaH promptly notify the issuer of such 2024 Reserve Credit
Facility of the necessity for a withdrawal from the 2024 Reserve Fund for any such purposes, and shall make
such withdrawal FIRST from available moneys or Permitted Investments then on deposit in the 2024 Reserve
Fund, and NEXT from a drawing under any 2024 Reserve Credit Facility to the extent of such deficiency.
(f) in the event there is a draw upon a 2024 Reserve Credit Facility in the 2024 Reserve Fund, the
Issuer shall reimburse the issuer of such 2024 Reserve Credit Facility for such draw, in accordance with the
terms of any agreement pursuant to which the 2024 Reserve Credit Facility is used, from Pledged Revenues,
however, such reimbursement from Pledged Revenues shall be in accordance with the provisions of
Section 1 1(b) hereof and shall be subordinate and junior in right of payment to the payment of principal of
and premium, if any, and interest on the then Outstanding Senior Lien Obligations.
(g) The Issuer may create and establish a debt service reserve fund pursuant to the provisions of any
ordinance or other instrument authorizing the issuance of Senior Lien Obligations for the purpose of securing
that particular issue or series of Senior Lien Obligations or any specific group of issues or series of Senior
Lien Obligations (including the combining of debt service reserve funds for Senior Lien Obligations so long
as the requirements of each ordinance authorizing such Senior Lien Obligations are satisfied). A debt service
reserve fund may be funded from Pledged Revenues, proceeds from the sale of Additional Senior Lien
Obligations, Reserve Credit Facilities, or any other available source or combination of sources. The amounts
once deposited or credited to said debt service reserve funds shall no longer constitute Pledged Revenues and
shall be held solely for the benefit of the owners of the particular Senior Lien Obligations for which such debt
service reserve fund was established. Each debt service reserve fund shall receive a pro rata amount of the
Pledged Revenues after the requirements of the Interest and Sinking Fund, which secures all Senior Lien
Obligations, have first been met. Each such debt service reserve fund shall be designated in such manner as is
necessary to identify the Senior Lien Obligations it secures and to distinguish such debt service reserve fund
from the debt service reserve funds created for the benefit of other Senior Lien Obligations. Each ordinance
authorizing the issuance of Senior Lien Obligations that are to be secured by a debt service reserve fund shall
specify the amount or a manner of calculating the amount to be held and maintained on deposit therein.
(h) The Issuer may issue Additional Senior Lien Obligations not secured by the 2024 Reserve Fund
or any other debt service reserve fund.
SECTION 12. RATE STABILIZATION RESERVES. The Issuer may from time to time establish
and maintain a Rate Stabilization Reserve in any one or more of the Electric System Fund, the Wastewater
System Fund and the Water System Fund for so long as any Senior Lien Obligations remain outstanding and
unpaid. The issuer may at any time deposit to the credit of any Rate Stabilization Reserve any excess Net
Page 23
Revenues, after making required deposits hereinabove described to the Interest and Sinking Fund and any
debt service reserve fund created in accordance with Section 1 1 , and any other money received by the Issuer
and available to be used therefor. Funds on deposit in a Rate Stabilization Reserve may be used, at the
discretion of the Issuer, for capital additions and improvements to the System or any other lawful purpose, or
to enable the Issuer to satisfy its covenant set forth in Section 16(m). All interest or other earnings derived
from the investment of money in a Rate Stabilization Reserve shall be credited to that Rate Stabilization
Reserve. Money on deposit to the credit of a Rate Stabilization Reserve shall not be included as a revenue for
purposes of satisfying the covenant set forth in Section 16(m), unless the Issuer transfers money from the Rate
Stabilization Reserve to the System Funds for the sole purpose of enabling the Issuer to be in compliance with
its covenant set forth in Section 16(m).
SECTION 13. DEFICIENCIES; EXCESS PLEDGED REVENUES.
(a) Deficiencies. If on any occasion there shall not be sufficient Pledged Revenues (after making all
payments pertaining to all Senior Lien Obligations) to make the required deposits and credits to the Interest
and Sinking Fund and any debt service reserve fund for Senior Lien Obligations, then such deficiency shall be
cured as soon as possible from the next available unallocated Pledged Revenues, and such deposits and credits
shall be in addition to the amounts otherwise required to be deposited and credited to such funds.
(b) Excess Pledged Revenues. Subject to making the deposits and credits required by this Ordinance
or any ordinances authorizing the issuance of Additional Senior Lien Obligations, or the payments and credits
required by the provisions of the ordinances authorizing the issuance of Subordinate Lien Obligations
heretofore or hereafter issued by the Issuer, the excess Pledged Revenues may be used for ,my lawful purpose.
SECTION 14. INVESTMENT OF FUNDS; VALUATION; FUNDS SECURED; TRANSFER OF
INVESTMENT INCONIE.
(a) Moneys in any fund established or maintained pursuant to this Ordinance may, at the option of
the Issuer, be invested in Permitted Investments, 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. Moneys in a debt service reserve fund for Senior Lien Obligations shall not be invested in
securities maturing later than the final maturity of the Senior Lien Obligations secured by such debt service
reserve fund. Such investments shall be valued in terms of current market value as of the last day of each
Year, except that direct obligations of the United States (State and Local Government Series) in book-entry
form shall be continuously valued at their par or face principal amount. Such investments shall be sold
promptly when necessary to prevent any default in connection with the Bonds or any Additional Senior Lien
Obligations issued. To the extent not invested, moneys in any fund established pursuant to this Ordinance
shall be secured in the manner prescribed by law for securing funds of the Issuer.
(b) All interest and income derived from such investments (other than interest and income derived
from amounts credited to the Rate Stabilization Reserves, the Construction Fund or the 2024 Reserve Fund or
any other debt service reserve fund created in accordance with Section 1 1, if the 2024 Reserve Fund or such
other debt service reserve fund does not contain the 2024 Required Reserve Amount or the Senior Lien
Obligation Reserve Requirement, as the case may be) shall be credited to the System Funds semi-annually
and shall constitute Gross Revenues.
SECTION 15. PAYMENT OF SENIOR LIEN OBLIGATIONS. While any of the Senior Lien
Obligations are Outstanding, the Issuer shall transfer to the respective paying agent/registrar therefor, from
funds on deposit in and credited to the Interest and Sinking Fund, and, if necessary, in the 2024 Reserve Fund
with respect to the 2024 Reserve Fund Participants, amounts sufficient to fully pay and discharge promptly
the interest on and principal of the Senior Lien Obligations as shall become due on each interest or principal
Page 24
payment date, or date of redemption of the Senior Lien Obligations; such transfer of funds must be made in
such manner as will cause immediately available funds to be deposited with each respective paying
agent/registrar for the Senior Lien Obligations by not later than 11 :00 a.m. Central Time on the applicable
payment date for the Senior Lien Obligations. The paying agent/registrar shall destroy all paid Senior Lien
Obligations and furnish the Issuer with an appropriate certificate of cancellation or destruction.
SECTION 16. ISSUER COVENANTS. The Issuer further covenants and agrees that in accordance
with and to the extent required or permitted by law:
(a) Performance. It will faithfully perform at all times any and all covenants, undertakings,
stipulations and provisions contained in any ordinance authorizing the issuance of Senior Lien Obligations,
including this Ordinance, and in each and every Senior Lien Obligation; it will promptly pay or cause to be
paid the principal of and interest on every Senior Lien Obligation on the dates and in the places and manner
prescribed in such ordinances and obligations; and it will, at the times and in the manner prescribed, deposit
and credit or cause to be deposited and credited the amounts required to be deposited and credited to the
Interest and Sinking Fund.
(b) Issuer's Legal Authority. It is a duly created and existing home rule city of the State of Texas,
and is duly authorized under the laws of the State of Texas to issue the Bonds; that all action on its part for the
issuance of the Bonds has been duly and effectively taken, and that the Bonds in the hands of the Registered
Owners thereof are and will be valid and enforceable special obligations ofthe Issuer in accordance with their
terms
(c) Title. It has or will obtain lawful title to the lands, buildings, structures and facilities constituting
the System, that it warrants that it will defend the title to all the aforesaid lands, buildings, structures and
facilities, and every part thereof, for the benefit of the Registered Owners of the Senior Lien Obligations,
against the claims and demands of all persons whomsoever, that it is lawfully qualified to pledge the Pledged
Revenues to the payment of the Senior Lien Obligations in the manner prescribed herein, and has lawfully
exercised such rights.
(d) Liens. It will from time to time and before the same become delinquent pay and discharge all
taxes, assessments and governmental charges, if any, which shall be lawfully imposed upon it, or the System;
it will pay all lawful claims for rents, royalties, labor, materials and supplies which if unpaid might by law
become a lien or charge thereon, the lien of which would be prior to or interfere with the liens hereof, so that
the priority of the liens granted hereunder shall be fully preserved in the manner provided herein, and it will
not create or suffer to be created any mechanic's, laborer's, materialman's or other lien or charge which might
or could be prior to the liens hereof, or do or suffer any matter or thing whereby the liens hereof might or
could be impaired; provided, however, that no such tax, assessment or charge, and that no such claims which
might be used as the basis of a mechanic’s, laborer's, materialman's or other lien or charge, shall be required to
be paid so long as the validity of the same shall be contested in good faith by the Issuer.
(e) Operation of System; No Free Service. It will, while any Senior Lien Obligations are
Outstanding, continuously and efficiently operate the System, and shall maintain the System in good
condition, repair and working order, all at reasonable cost. No free service of the System shall be allowed,
and should the Issuer or any of its agencies, instrumentalities, lessors, or concessionaires make use of the
services and facilities of the System, payment monthly of the standard retail price of the services provided
shall be made by the Issuer or any of its agencies, instrumentalities, lessors, or concessionaires out of funds
from sources other than the revenues of the System, unless made from surplus Pledged Revenues as permitted
by Section 13(b).
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(f) Further Encumbrance. While any Senior Lien Obligations are Outstanding, it will not
additionally encumber the Pledged Revenues in any manner, except as permitted in this Ordinance in
connection with Additional Senior Lien Obligations, unless said encumbrance is made junior and subordinate
in all respects to the liens, pledges, covenants and agreements of this Ordinance; but the right of the Issuer to
issue or incur obligations, including Subordinate Lien Obligations, payable from a subordinate lien on the
Pledged Revenues is specifically recognized and retained.
(g) Sale or Disposal of Property. While any Senior Lien Obligations are Outstanding, it will not sell,
convey, mortgage, encumber, lease or in any manner transfer title to, or otherwise dispose of, the System, or
any significant or substantial part thereof, except as follows:
( 1) To the extent permitted by law, the Issuer may sell, exchange or otherwise dispose of at
any time and from time to time any property or facilities constituting part of the System only if (i) it
shall determine such property or facilities are not useful in the operation of the System, (ii) the
proceeds of such sale are $500,000 or less, or it shall have received a certificate of a Designated
Financial Officer stating in the opinion of the signer, that the fair market value of the property or
facilities exchanged is $500,000 or less, or (iii) if such proceeds or fair market value exceeds
$500,000 it shall have received a certificate of a Designated Financial Officer stating, in the opinion
of the signer, that the sale or exchange of such property or facilities will not impair the ability of the
Issuer to comply during the current or any future year with the provisions of clause (m) of this
Section. The proceeds of any such sale or exchange not used to acquire other property necessary or
desirable for the safe or efficient operation of the System shall forthwith, at the option ofthe Issuer (i)
be used to redeem or purchase Senior Lien Obligations, (ii) otherwise be used to provide for the
payment of Senior Lien Obligations, or (iii) be used for any other lawful purpose; and
(2) To the extent permitted by law, the Issuer may lease or make contracts or grant licenses
for the operation of or make arrangements for the use of or grant easements or other rights with
respect to, any part of the System, provided that any such lease, contract, license, arrangement,
easement or right (i) does not impede the operation by the Issuer of the System and (ii) does not in
any manner impair or adversely affect the rights or security of the owners of the Senior Lien
Obligations under this Ordinance; and provided, further, that if the depreciated cost ofthe property to
be covered by any such lease, contract, license, arrangement, easement or other right is in excess of
St,000,000, the Issuer shall have received a certificate of a Designated Financial Officer that the
action of the Issuer with respect thereto does not result in a breach of the conditions under this clause
(2). Any payments received by the Issuer under or in connection with any such lease, contract,
license, arrangement, easement or right in respect of the System or any part thereof shall constitute
Gross Revenues.
(h) Insurance. (1) The Issuer shall insure such parts of the System as would usually be insured by
corporations operating like properties, with responsible insurance companies, or through self-insurance with
adequate stop-loss reinsurance, against loss to the extent insurance is usually carried by corporations
operating like properties, including, to the extent reasonably obtainable, insurance against the perils of fire,
extended coverage and flooding and use and occupancy insurance. Public liability and property damage
insurance shall also be carried unless the Issuer’s attorney gives a written opinion to the effect that the Issuer
is not liable for claims which would be protected by such insurance. At any time while any contractor
engaged in construction work shall be fully responsible therefor, the Issuer shall not be required to carry
insurance on the work being constructed if the contractor is required to carry appropriate insurance. All such
policies shall be open to the inspection of the Registered Owners and their agents and representatives at all
reasonable times. Upon the happening of any loss or damage covered by insurance from one or more of said
causes, the Issuer shall make due proof of loss and shall do all things necessary or desirable to cause the
insuring companies to make payment in full directly to the Issuer. The proceeds of insurance covering such
Page 26
property, together with any other funds necessary and available for such purpose, shall be used forthwith by
the Issuer for repairing the property damaged or replacing the property destroyed; provided, however, that if
said insurance proceeds and other funds are insufficient for such purpose, then said insurance proceeds
pertaining to the System shall be deposited in a special and separate trust fund, at a Depository, to be
designated the Insurance Account. The Insurance Account shall be held until such time as other funds
become available which, together with the Insurance Account, will be sufficient to make the repairs or
replacements originally required, whichever of said events occurs first; provided that the Issuer may, in its
discretion, use funds in the Insurance Account for the redemption or purchase of Senior Lien Obligations.
(2) The foregoing provisions of clause ( 1) above notwithstanding, the Issuer shall have authority to
enter into coinsurance or similar plans where risk of loss is shared in whole or in part by the Issuer.
(3) The annual audit hereinafter required may contain a section commenting on whether or not the
Issuer has complied with the requirements of this Section with respect to the maintenance of insurance, and
listing all policies carried, and whether or not all insurance premiums upon the insurance policies to which
reference is hereinbefore made have been paid.
(i) Governmental Agencies. It will comply with all of the terms and conditions of any and all
franchises, permits and authorizations applicable to or necessary with respect to the System, and which have
been obtained from any governmental agency; and the Issuer has or will obtain and keep in full force and
effect all franchises, permits, authorization and other requirements applicable to or necessary with respect to
the acquisition, construction, equipment, operation and maintenance of the System.
a) No Competition. That so far as it legally may, it will not grant any franchise or permit for the
acquisition, construction or operation of any competing facilities which might be used as a substitute for the
System’s facilities and, to the extent that it legally may, the Issuer will prohibit any such competing facilities.
(k) Records. It will keep proper books of record and account in which full, true and correct entries
will be made of all dealings, activities and transactions relating to the System, the Pledged Revenues, and the
funds created pursuant to this Ordinance, and all books, documents and vouchers relating thereto shall at all
reasonable times be made available for inspection upon request of a Registered Owner of Senior Lien
Obligations; provided, that all books, documents, and vouchers relating to the City's electric system shall be
made available for inspection only to the extent required by law, including, without limitation, the provisions
of Section 552. 133 of the Texas Government Code.
(1) Audits. After the close of each Year while any Senior Lien Obligation is Outstanding, it will
cause an audit to be made of the books and accounts relating to the Issuer, including the System and the
Pledged Revenues by an Accountant. Such annual audit reports shall be open to the inspection of the
Registered Owners of Senior Lien Obligations and their agents and representatives at all reasonable times.
(m) Rate Covenant. It will fix, establish, maintain and collect such rates, charges and fees for the use
and availability of the System at all times as are necessary to produce Gross Revenues, together with any
other Pledged Revenues, sufficient (1) to pay all current Operating Expenses, and (2) to produce Pledged
Revenues for each Year at least equal to 1.00 times the Annual Debt Service Requirements of all then
Outstanding Senior Lien Obligations for that Year, and (3) to produce amounts required to pay all other
obligations of the System reasonably anticipated to be paid from Pledged Revenues during the current Year.
SECTION 17. ISSUANCE OF ADDITIONAL SENIOR LIEN OBLIGATIONS.
(a) The Issuer shall have the right and power at any time and from time to time and in one or more
series or issues, to authorize, issue and deliver Additional Senior Lien Obligations for any purpose authorized
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by law, including for purposes of extending, improving or repairing the System and for the purpose of
refLmding of any Senior Lien Obligations, Subordinate Lien Obligations or other obligations of the Issuer
incurred in connection with the ownership or operation of the System. Such Additional Senior Lien
Obligations, if and when authorized, issued and delivered in accordance with this Ordinance and any
ordinance hereafter adopted authorizing the issuance or incurrence of Additional Senior Lien Obligation, shall
be secured by and made payable equally and ratably on a parity with all other Senior Lien Obligations at the
time Outstanding and unpaid, from a first lien on and pledge of the Pledged Revenues herein granted.
(b) The Interest and Sinking Fund shall secure and be used to pay an Senior Lien Obligations. Each
ordinance under which Additional Senior Lien Obligations are issued shall provide and require that, in
addition to the amounts required by the provisions of this Ordinance and the provisions of any other ordinance
or ordinances authorizing Additional Senior Lien Obligations to be deposited to the credit of the Interest and
Sinking Fund, the Issuer shall deposit to the credit of the Interest and Sinking Fund at least such amounts as
are required for the payment of all principal of and interest on said Additional Senior Lien Obligations then
being issued, as the same come due.
(c) Additional Senior Lien Obligations shall be issued only in accordance with this Ordinance, but
notwithstanding any provisions of this Ordinance to the contrary, no installment, series or issue of Additional
Senior Lien Obligations shall be issued or delivered unless:
( 1) A Designated Financial Officer shall have executed a certificate stating (A) that, to the best of
such person’s knowledge and belief, the Issuer is not then in default as to any covenant or
requirement contained in any ordinance authorizing the issuance of Outstanding Senior Lien
Obligations, and (B)(i) payments into all special funds or accounts created and established for the
payment and security of all Outstanding Senior Lien Obligations have been made and that the
amounts on deposit in such special funds or accounts are the amounts then required to be on deposit
therein or (ii) the application of the proceeds of sale of such obligations then being issued will cure
any such deficiency; and
(2) A Designated Financial Officer shall have executed a certificate stating that based on the books
and records of the Issuer, during either the preceding Year, or any twelve (12) consecutive months
out of the fifteen (15) months immediately preceding the month in which the then proposed
Additional Senior Lien Obligations are to be issued, the Net Revenues are equal to the lesser of (A) at
least 1.25 times the Average Annual Debt Service Requirements, or (B) at least 1.10 times the
Maximum Annual Debt Service Requirements, of, in either case, the Senior Lien Obligations to be
Outstanding after the issuance of the then proposed Additional Senior Lien Obligations.
(d) if the proceeds of the Additional Senior Lien Obligations are to be used to construct or acquire a
Capital Addition, the certificate required by clause (c)(2) above shall not be required, and the following two
certificates shall be required:
( 1) A Designated Financial Officer shall have executed a certificate stating that based on the books
and records of the Issuer, during either the preceding Year, or any twelve (12) consecutive months
out of the fifteen (15) months immediately preceding the month in which the then proposed
Additional Senior Lien Obligations are to be issued, the Net Revenues are equal to the lesser of (A) at
least 1.25 times the Average Annual Debt Service Requirements, or (B) at least 1.10 times the
Maximum Annual Debt Service Requirements, of, in either case, the Senior Lien Obligations to be
Outstanding at the time of the issuance of the then proposed Additional Senior Lien Obligations (but
excluding the Additional Senior Lien Obligations then being issued); and
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(2) An Accountant or a Consulting Engineer shall have executed a certificate to the effect that the
projected Net Revenues will be, in the person’s or its opinion, for each of the five (5) Years
subsequent to the date the Capital Addition becomes commercially operative (as estimated in the
engineering report pertaining thereto) equal to the lesser of (A) at least 1.25 times the Average
Annual Debt Service Requirements, or (B) at least 1.10 the Maximum Annual Debt Service
Requirements, of, in either case, Senior Lien Obligations then Outstanding and all Additional Senior
Lien Obligations then estimated to be issued, if any, for all improvements to the System and for all
Capital Additions then in progress or then being initiated during the period from the date the first
series of obligations for the Capital Addition is to be delivered through the fifth Year subsequent to
the date the Capital Addition is estimated to become commercially operative.
(e) Payments to be made under a Credit Agreement may be treated as a payment in respect of a
Senior Lien Obligation and secured by Pledged Revenues if the City Council makes a finding in the ordinance
authorizing the execution and delivery of a Credit Agreement as a Senior Lien Obligation that, based upon the
findings contained in a certificate executed and delivered by a Designated Financial Officer, the Issuer will
have sufficient funds to meet the financial obligations of the System, including sufficient Pledged Revenues
to satisfy the Annual Debt Service Requirements of the System and the financial obligations of the Issuer
relating to the System after giving effect to the treatment of the Credit Agreement as a Senior Lien Obligation.
The payment obligations incurred by the Issuer under a Credit Agreement shall not be treated as a Senior
Lien Obligation unless the form of such Credit Agreement is approved by ordinance or resolution adopted by
the City Council.
(f) in making a determination ofNet Revenues for any of the purposes described in this Section, the
Designated Financial Officer, Accountant or Consulting Engineer may take into consideration a change in the
rates and charges for services and facilities afforded by the System that has been adopted by the Issuer or
became effective at least sixty (60) days prior to the issuance date of the Additional Senior Lien Obligations
and, for purposes of satisfying the Net Revenues tests described above, make a pro forma determination of the
Net Revenues of the System for the period of time covered by said Designated Financial Officer’s,
Accountant's or Consulting Engineer's certification or opinion based on such change in rates and charges
being in effect for the entire period covered by said Designated Financial Officer's, Accountant’s or
Consulting Engineer's certificate or opinion.
(g) Senior Lien Obligations may be refunded (pursuant to any law then available) upon such terms
and conditions as the Issuer may deem to be in the best interest of the Issuer and its inhabitants, and if less
than all such Outstanding Senior Lien Obligations are refunded, the proposed refunding bonds shall be
considered as “Additional Senior Lien Obligations” under the provisions of this Section and the certificate
required in clause (c)(2) shall give effect to the issuance of the proposed refunding bonds (and shall not give
effect to the bonds being refunded following their cancellation or provision being made for their payment).
(h) All calculations of Average Annual Debt Service Requirements and Maximum Annual Debt
Service Requirements made pursuant to this Section shall be made as of and from the date of the Additional
Senior Lien Obligations then proposed to be issued.
SECTION 18. [RESERVED].
SECTION 19. NO ISSUANCE OF OBLIGATIONS SENIOR TO THE SENIOR LIEN
OBLIGATIONS. The issuer covenants and agrees that it will not issue any obligations payable from and
secured, in whole or in part, by a lien on and pledge ofthe Pledged Revenues, senior in rank and dignity to the
lien on and pledge of such Pledged Revenues securing the payment of the Senior Lien Obligations, it being
Page 29
the intent of the Issuer that upon the issuance of the Bonds, the Issuer will finance improvements and
extensions of the System and refinance revenue obligations issued for the purpose of improving and extending
the System with Senior Lien Obligations, Subordinate Lien Obligations or other obligations not issued on a
parity with Senior Lien Obligations.
SECTION 20. ISSUANCE OF SUBORDINATE OBLIGATIONS. The Issuer hereby reserves the
right to issue, at any time, obligations including, but not limited to, Subordinate Lien Obligations, payable
from and equally and ratably secured, in whole or in part, by a lien on and pledge of the Pledged Revenues,
subordinate and inferior in rank and dignity to the lien on and pledge of such Pledged Revenues securing the
payment of the Senior Lien Obligations, as may be authorized by the laws of the State of Texas.
SECTION 2 1. ISSUANCE OF SPECIAL PROJECT BONDS. Nothing in this Ordinance shall be
construed to deny the Issuer the right and it shall retain, and hereby reserves unto itself, the right to issue
Special Project Bonds secured by liens on and pledges of revenues and proceeds derived from Special
Projects
SECTION 22. DEFEASANCE OF BONDS.
(a) Any Bond and the interest thereon shall be deemed to be paid, retired and no longer outstanding
(a “Defeased Boncf') within the meaning of this Ordinance, except to the extent provided in subsection (c) of
this Section, when payment of the principal of such Bond, plus interest thereon to the due date (whether such
due date be by reason of maturity or otherwise) either (i) shall have been made or caused to be made in
accordance with the terms thereof, or (ii) shall have been provided for on or before such due date by
irrevocably depositing with or making available to the Paying Agent/Registrar in accordance with an escrow
agreement or other instrument (the " Future Escrow Agreement'’) for such payment ( 1) lawful money of the
United States of America sufficient to make such payment or (2) Defeasance Securities that mature as to
principal and interest in such amounts and at such times as will insure the availability, without reinvestment,
of sufficient money to provide for such payment, and when proper arrangements have been made by the
Issuer with the Paying Agent/Registrar for the payment of its services until all Defeased Bonds shall have
become due and payable. At such time as a Bond shall be deemed to be a Defeased Bond hereunder, as
aforesaid, such Bond and the interest thereon shall no longer be secured by, payable from, or entitled to the
benefits of, the funds created and the revenues herein pledged as provided in this Ordinance, and such
principal and interest shall be payable solely from such money or Defeasance Securities. Notwithstanding
any other provision of this Ordinance to the contrary, it is hereby provided that any determination not to
redeem Defeased Bonds that is made in conjunction with the payment arrangements specified in subsection
(a)(i) or (ii) of this Section shall not be irrevocable, provided that: (1) in the proceedings providing for such
payment arrangements, the Issuer expressly reserves the right to call the Defeased Bonds for redemption; (2)
gives notice of the reservation of that right to the owners of the Defeased Bonds immediately following the
making of the payment arrangements; and (3) directs that notice of the reservation be included in any
redemption notices that it authorizes.
(b) Any moneys so deposited with the escrow agent under a Future Escrow Agreement may at the
written direction of the Issuer be invested in Defeasance Securities, maturing in the amounts and times as
hereinbefore set forth, and all income from such Defeasance Securities received by the Paying
Agent/Registrar that is not required for the payment of the Defeased Bonds and interest thereon, with respect
to which such money has been so deposited, shall be turned over to the Issuer, or deposited as directed in
writing by the Issuer. Any Future Escrow Agreement pursuant to which the money and/or Defeasance
Securities are held for the payment of Defeased Bonds may contain provisions permitting the investment or
reinvestment of such moneys in Defeasance Securities or the substitution of other Defeasance Securities upon
Page 30
the satisfaction of the requirements specified in subsection (a)(i) or (ii) of this Section. All income from such
Defeasance Securities received by the Paying Agent/Registrar which is not required for the payment of the
Defeased Bonds, with respect to which such money has been so deposited, shall be remitted to the Issuer or
deposited as directed in writing by the Issuer.
(c) Until all Defeased Bonds shall have become due and payable, the Paying Agent/Registrar shall
perform the services of Paying Agent/Registrar for such Defeased Bonds the same as if they had not been
defeased, and the Issuer shall make proper arrangements to provide and pay for such services as required by
this Ordinance.
(d) in the event that the issuer elects to defease less than all of the principal amount of Bonds of a
maturity, the Paying Agent/Registrar shall select, or cause to be selected, such amount of Bonds by such
random method as it deems fair and appropriate.
SECTION 23. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED BONDS.
(a) Replacement Bonds. In the event any Outstanding Bond is damaged, mutilated, lost, stolen or
destroyed, the Paying Agent/Registrar shall cause to be printed, executed and delivered, a new Bond of the
same principal amount, maturity and interest rate, as the damaged, mutilated, lost, stolen or destroyed Bond,
in replacement for such Bond in the manner hereinafter provided.
(b) Application for Replacement Bonds. Application for replacement of damaged, mutilated, lost,
stolen or destroyed Bonds shall be made by the registered owner thereof to the Paying Agent/Registrar. In
every case of loss, theft or destruction of a Bond, the registered owner applying for a replacement Bond shall
furnish to the Issuer and to the Paying Agent/Registrar such security or indemnity as may be required by them
to save each of them harmless from any loss or damage with respect thereto. Also, in every case of loss, then
or destruction of a Bond, the registered owner shall furnish to the Issuer and to the Paying Agent/Registrar
evidence to their satisfaction of the loss, theft or destruction of such Bond, as the case may be. In every case
of damage or mutilation of a Bond, the registered owner shall surrender to the Paying Agent/Registrar for
cancellation the Bond so damaged or mutilated.
(c) No Default Occurred. Notwithstanding the foregoing provisions of this Section, in the event any
such Bond shall have matured, and no default has occurred that is then continuing in the payment of the
principal of, redemption premium, if any, or interest on the Bond, the Issuer may authorize the payment ofthe
same (without surrender thereof except in the case of a damaged or mutilated Bond) instead of issuing a
replacement Bond, provided security or indemnity is furnished as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. Prior to the issuance of any replacement Bond, the
Paying Agent/Registrar shall charge the registered owner of such Bond with all legal, printing, and other
expenses in connection therewith. Every replacement Bond issued pursuant to the provisions of this Section
by virtue of the fact that any Bond is lost, stolen or destroyed shall constitute a contractual obligation of the
Issuer whether or not the lost, stolen or destroyed Bond shall be found at any time, or be enforceable by
anyone, and shall be entitled to all the benefits of this Ordinance equally and proportionately with any and an
other Bonds duly issued under this Ordinance,
(e) Authority for Issuing Replacement Bonds. In accordance with Section 1206.022, Texas
Government Code, this Section 23 shall constitute authority for the issuance of any such replacement Bond
without necessity of further action by the governing body of the Issuer or any other body or person, and the
duty of the replacement of such Bonds is hereby authorized and imposed upon the Paying Agent/Registrar,
Page 3 1
and the Paying Agent/Registrar shall authenticate and deliver such Bonds in the form and manner and with
the effect, as provided in Section 4(a) for Bonds issued in conversion and exchange for other Bonds.
SECTION 24. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS; BOND
COUNSEL’S OPINION; CUSIP NUMBERS .
(a) The Mayor of the Issuer and each Designated Financial Officer are hereby authorized to have
control of the Bonds initially issued and delivered hereunder and all necessary records and proceedings
pertaining to the Bonds pending their delivery and their investigation, examination, and approval by the
Attorney General of the State of Texas, and their registration by the Comptroller of Public Accounts of the
State of Texas. Upon registration of the Bonds said Comptroller of Public Accounts (or a deputy designated
in writing to act for said Comptroller) shall manually sign the Comptroller's Registration Certificate attached
to such Bonds, and the seal of said Comptroller shall be impressed, or placed in facsimile, on such Bond. The
approving legal opinion of the Issuer’s Bond Counsel and the assigned CUSIP numbers may, at the option of
the Issuer, be printed on the Bonds issued and delivered under this Ordinance, but neither shall have any legal
effect, and shall be solely for the convenience and information of the registered owners of the Bonds. In
addition, if bond insurance is obtained, the Bonds may bear an appropriate legend as provided by the insurer.
(b) The obligation of the initial purchaser to accept delivery of the Bonds is subject to the initial
purchaser being furnished with the final, approving opinion of McCall, Parkhurst & Horton L.L.P., bond
counsel to the Issuer, which opinion shall be dated as of and delivered on the date of initial delivery of the
Bonds to the initial purchaser.
SECTION 25. COVENANTS REGARDING TAX EXEMPTION OF [NTEREST ON THE
BONDS.
(a) Covenants. The Issuer covenants to take any action necessary to assure, or refrain from any action
that would adversely affect, the treatment of the Bonds as obligations described in section 103 of the Code,
the interest on which is not includable in the “gross income” of the holder for purposes of federal income
taxation. In furtherance thereof, the Issuer covenants as follows:
( 1) to take any action to assure that no more than 10 percent of the proceeds of the Bonds
(less amounts deposited to a reserve fund, if any) are used for any “private business use,” as defined
in section 141 (b)(6) of the Code or, if more than 10 percent of the proceeds or the projects financed
or refinanced therewith are so used, such amounts, whether or not received by the Issuer, with respect
to such private business use, do not, under the terms of this Ordinance or any underlying
arrangement, directly or indirectly, secure or provide for the payment of more than 10 percent of the
debt service on the Bonds, in contravention of section 141 (b)(2) of the Code;
(2) to take any action to assure that in the event that the “private business use” described in
subsection (1) hereof exceeds 5 percent of the proceeds of the Bonds or the projects financed
therewith (less amounts deposited into a reserve fund, if any) then the amount in excess of 5 percent
is used for a “private business use” that is “related” and not “disproportionate,” within the meaning of
section 141 (b)(3) of the Code, to the governmental use;
(3) to take any action to assure that no amount that is greater than the lesser of $5,000,000,
or 5 percent of the proceeds of the Bonds (less amounts deposited into a reserve fund, if any) is
directly or indirectly used to finance loans to persons, other than state or local governmental units, in
contravention of section 141 (c) of the Code;
Page 32
(4) to refrain from taking any action that would otherwise result in the Bonds being treated
as “private activity bonds” within the meaning of section 141 (b) of the Code;
(5) to refrain from taking any action that would result in the Bonds being ''federally
guaranteed” within the meaning of section 149(b) of the Code;
(6) to refrain from using any portion of the proceeds of the Bonds, directly or indirectly, to
acquire or to replace funds that were used, directly or indirectly, to acquire investment property (as
defined in section 148(b)(2) of the Code) that produces a materially higher yield over the term of the
Bonds, other than investment property acquired with:
(A) proceeds of the Bonds invested for a reasonable temporary period of 3 years or
less or, in the case of a refunding bond, for a period of 30 days or less until such proceeds are
needed for the purpose for which the bonds are issued,
(B) amounts invested in a bona fide debt service fund, within the meaning of section
1.148-1(b) of the rules and regulations of the United States Department of the Treasury
(“Treasury Regulations”), and
(C) amounts deposited in any reasonably required reserve or replacement fund to the
extent such amounts do not exceed 10 percent of the proceeds of the Bonds;
(7) to otherwise restrict the use of the proceeds of the Bonds or amounts treated as proceeds
of the Bonds, as may be necessary, so that the Bonds do not otherwise contravene the requirements of
section 148 of the Code (relating to arbitrage);
(8) to refrain from using the proceeds of the Bonds or proceeds of any prior bonds to pay
debt service on another issue more than 90 days after the date of issue of the Bonds in contravention
of the requirements of section 149(d) of the Code (relating to advance refundings) ; and
(9) to pay to the United States of America at least once during each five-year period
(beginning on the date of delivery of the Bonds) an amount that is at least equal to 90 percent of the
“Excess Earnings,” within the meaning of section 148(f) of the Code and to pay to the United States
of America, not later than 60 days after the Bonds have been paid in full, 100 percent of the amount
then required to be paid as a result of Excess Earnings under section 148(f) of the Code.
(b) Rebate Fund. In order to facilitate compliance with the above covenant (a)(9), a “Rebate Fund“
is hereby established by the Issuer for the sole benefit of the United States ofAmerica, and such Rebate Fund
shall not be subject to the claim of any other person, including without limitation the Bondholders. The
Rebate Fund is established for the additional purpose of compliance with section 148 of the Code.
(c) Use of Proceeds. For purposes of the foregoing covenants (a)(1) and (a)(2), the Issuer
understands that the term “proceeds” includes “disposition proceeds” as defined in the Treasury Regulations
and, in the case of refunding bonds, transferred proceeds (if any) and proceeds of the refunded bonds
expended prior to the date of issuance of the Bonds. It is the understanding of the Issuer that the covenants
contained herein are intended to assure compliance with the Code and any regulations or rulings promulgated
by the United States Department of the Treasury pursuant thereto. In the event that regulations or rulings are
hereafter promulgated that modify or expand provisions of the Code, as applicable to the Bonds, the Issuer
will not be required to comply with any covenant contained herein to the extent that such failure to comply, in
Page 33
the opinion of nationally recognized bond counsel, will not adversely affect the exemption from federal
income taxation of interest on the Bonds under section 103 of the Code. In the event that regulations or
rulings are hereafter promulgated that impose additional requirements applicable to the Bonds, the Issuer
agrees to comply with the additional requirements to the extent necessary, in the opinion of nationally
recognized bond counsel, to preserve the exemption from federal income taxation of interest on the Bonds
under section 103 of the Code. In furtherance of such intention, the Issuer hereby authorizes and directs the
Mayor or Designated Financial Officer to execute any documents, certificates or reports required by the Code
and to make such elections, on behalf of the Issuer, that may be permitted by the Code as are consistent with
the purpose for the issuance of the Bonds.
(d) Allocation of, and Limitation on, Expenditures for the Projects. The Issuer covenants to account
for the expenditure of sale proceeds and investment earnings to be used for the construction and acquisition of
the Project on its books and records by allocating proceeds to expenditures within 18 months of the later of
the date that ( 1 ) the expenditure is made, or (2) the Project is completed. The foregoing notwithstanding, the
Issuer shall not expend proceeds of the sale of the Bonds or investment earnings thereon more than 60 days
after the earlier of (1) the fifth anniversary of the delivery of the Bonds, or (2) the date the Bonds are retired,
unless the Issuer obtains an opinion of nationally-recognized bond counsel that such expenditure will not
adversely affect the status, for federal income tax purposes, of the Bonds or the interest thereon. For purposes
hereof, the Issuer shall not be obligated to comply with this covenant if it obtains an opinion that such failure
to comply will not adversely affect the excludability for federal income tax purposes from gross income ofthe
rnterest
(e) Disposition of Project. The Issuer covenants that the property constituting the Project will not be
sold or otherwise disposed in a transaction resulting in the receipt by the Issuer of cash or other compensation,
unless the Issuer obtains an opinion of nationally-recognized bond counsel that such sale or other disposition
will not adversely affect the tax-exempt status of the Bonds. For purposes of the foregoing, the portion of the
property comprising personal property and disposed in the ordinary course shall not be treated as a transaction
resulting in the receipt of cash or other compensation. For purposes hereof, the Issuer shall not be obligated
to comply with this covenant if it obtains a legal opinion that such failure to comply will not adversely affect
the excludability for federal income tax proposes from gross income of the interest.
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SECTION 26. TEXAS WATER DEVELOPMENT BOARD. The provisions of this Section shall
apply so long as the Bonds, or any of them, are owned by the TWDB, unless waived by the TWDB or
otherwise amended with the written consent of the TWDB.
(a) Covenant to Abide with Rules and Regulations. The Issuer will abide with all applicable federal
laws, rules and regulations, laws of the State of Texas and rules and regulations of the TWDB relating to the
loan of funds evidenced by the Bonds and the Project.
(b) Annual Audit Reporting. The Issuer shall have an annual audit prepared in accordance with
generally accepted accounting practices and shall provide to the Executive Administrator of the TWDB,
without the necessity of a written request therefor and without charge, a copy of the annual audit report within
180 days of the close of each Year. In addition, monthly operating statements for the System shall be
maintained by the Issuer and made available, on request, to the TWDB as long as the State of Texas owns any
of the Bonds, and the monthly operating statement shall be in such detail as requested by the Development
Fund Manager of the TWDB until this requirement is waived thereby. The Issuer covenants that proceeds of
the Bonds shall remain separate and distinct from other sources of funding from the date of the TWDB
commitment through costing and final disbursement.
(c) Final Accounting. Upon completion of the Project, the Issuer shall render a final accounting of
the cost of the Project to the TWDB, together with a copy of “as built'’ plans of such improvements and
extensions upon completion. If the total cost of the Project, as finally completed, is less than originally
estimated, so that the proper share of the participation by the TWDB in the Project is reduced, any surplus
proceeds from the Bonds remaining after completion of the Project shall be used for the following purposes as
approved by the Executive Administrator: ( 1) deposit into the Interest and Sinking Fund or other debt service
account for the payment of interest or principal on the Bonds owned by the TWDB; or (2) eligible project
costs as authorized by the Executive Administrator.
(d) Defeasance. Should the Issuer exercise its right hereunder to effect the defeasance of the Bonds,
the Issuer agrees that it will provide the TWDB with written notice of any such defeasance.
(e) Prohibition on Use of Proceeds. The Issuer covenants and agrees that none of the proceeds ofthe
Bonds will be expended on costs incurred or to be incurred relating to the sampling, testing, removing or
disposing of potentially contaminated soils and/or media at the project site.
(f) Indemnification. The Issuer further agrees, to the extent permitted by law, to indemnify, hold
harmless and protect the TWDB from any and all claims or causes of dction or damages to the person or
property of third parties arising from the sampling, analysis, transport, storage, treatment, recycling and
disposition of any contaminated sewage sludge, contaminated sediments and/or contaminated media that may
be generated by the Issuer, its contractors, consultants, agents, officials and employees as a result of activities
relating to the Project.
(g) Environmental Determination. In connection with the Project, the Issuer agrees to implement any
environmental determination issued by the Executive Administrator of the TWDB to satisfy the
environmental review requirements set forth in 3 1 Texas Administrative Code 371.
(h) Insurance. The Issuer agrees to maintain casualty and other insurance on the Issuer’s waterworks
system of a kind and in an amount customarily carried by municipal corporations owning and operating
similar properties and in an amount sufficient to protect the interests of the TWDB in the Project.
Page 35
(i) Water Conservation Progr,Im. The Issuer and adopted and implemented or will adopt and
implement an approved water conservation program in accordance with 3 1 TAC 363.42.
a) No Purchase of TWDB Bonds. The Issuer agrees that it, nor any related party to the Issuer, will
not purchase, as an investment or otherwise, bonds issued by the TWDB including, without limitation, bonds
issued by the TWDB, the proceeds of which were used by the TWDB to purchase the Bonds.
(k) Compliance with Federal Contracting Law . The Issuer acknowledges that it has a legal obligation
to comply with any applicable requirements of federal law relating to contracting with disadvantaged business
enterprIses
(1) Compliance with State Contracting Law. The Issuer acknowledges that it has a legal obligation to
comply with any applicable requirements of State law relating to contracting with historically underutilized
businesses, and will report to TWDB the amount of Project Funds, if any, used to compensate historically
underutilized businesses, in accordance with 3 1 TAC Sec. 363.1312.
(m) Assumption of Bonds. The Issuer agrees that, prior to any action by the Issuer to convey its
obligations with respect to Bonds owned by the TWDB to another entity, the conveyance and assumption of
such Bonds must be approved by the TWDB.
SECTION 27. SALE OF BONDS; USE OF PROCEEDS; FURTHER PROCEDURES.
(a) Sale of Bonds. The Bonds are sold to the TWDB for the price of par. The Bonds have been
purchased by the TWDB pursuant to TWDB ’s Resolution No. 24-048, adopted on July 23, 2024. The Private
Placement Memorandum prepared in connection with the sale of the Bonds to the TWDB in substantially the
form presented at this meeting is approved (the “ Private Placement Memorandum”). The Issuer has
determined, based upon the advice provided by its financial advisors, that the terms of this sale are the most
advantageous reasonably obtainable. The Bonds shall initially be registered in the name of the TWDB or its
designee
(b) Notice from TWDB of Sale of Bonds. It is the intent of the parties to the sale of the Bonds that if
TWDB ever determines to sell all or a part of the Bonds, it shall notify the Issuer at least 60 days prior to the
sale of the Bonds of the decision to so sell the Bonds.
(c) Proceeds. The proceeds from the sale of the Bonds shall be disbursed in the manner described in
the letter of instructions executed by the Issuer, or on behalf of the Issuer by its financial advisor.
(d) Payment by Wire Transfer. Payment of amounts due and owing on the Bonds to the TWDB shall be
made by wire transfer, at no expense to the TWDB, as provided in the FORM OF BOND.
(d) Further Procedures. The Mayor and Mayor Pro Tem, the City Manager, the Chief Financial
Officer and City Secretary and all other officers, employees and agents of the Issuer, and each of them, shall
be and they are hereby expressly authorized, empowered and directed from time to time and at any time to do
and perform all such acts and things and to execute, acknowledge and deliver in the name and under the
corporate seal and on behalf of the Issuer a Paying Agent/Registrar Agreement with the Paying
Agent/Registrar and all other instruments, whether or not herein mentioned, as may be necessary or desirable
in order to carry out the terms and provisions of this Ordinance, the Bonds, the sale of the Bonds, and the
Private Placement Memorandum. In case any officer whose signature shall appear on any Bond shall cease to
be such officer before the delivery of such Bond, such signature shall nevertheless be valid and sufficient for
all purposes the same as if such officer had remained in office until such delivery.
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SECTION 28. DEFAULT AND REMEDIES.
(a) Events of Default. Each of the following occurrences or events for the purpose of this Ordinance
is hereby declared to be an Event of Default:
(i) the failure to make payment of the principal of or interest on any of the Bonds when the
same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or obligation
of the Issuer, the failure to perform which materially, adversely affects the rights of the registered
owners of the Bonds, including, but not limited to, their prospect or ability to be repaid in accordance
with this Ordinance, and the continuation thereof for a period of 60 days after notice of such default
is given by any Registered Owner to the Issuer.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any Registered
Owner or an authorized representative thereof, including, but not limited to, a trustee or trustees
therefor, may proceed against the Issuer for the purpose of protecting and enforcing the rights of the
Registered Owners under this Ordinance, by mandamus or other suit, action or special proceeding in
equity or at law, in any court of competent jurisdiction, for any relief permitted by law, including the
specific performance of any covenant or agreement contained herein, or thereby to enjoin any act or
thing that may be unlawful or in violation of any right of the Registered Owners hereunder or any
combination of such remedies.
(ii) it is provided that all such proceedings shall be instituted and maintained for the equal
benefit of all Registered Owners of Bonds then Outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any other available
remedy or remedies, but each and every such remedy shall be cumulative and shall be in addition to
every other remedy given hereunder or under the Bonds or now or hereafter existing at law or in
equity; provided, however, that notwithstanding any other provision of this Ordinance, the right to
accelerate the debt evidenced by the Bonds shall not be available as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a waiver of
any other available remedy.
(iii) By accepting the delivery of a Bond authorized under this Ordinance, such Registered
Owner agrees that the certifications required to effectuate any covenants or representations contained
in this Ordinance do not and shall never constitute or give rise to a personal or pecuniary liability or
charge against the officers, employees or council members of the Issuer.
(iv) None of the members of the City Council, nor any other official or officer, agent, or
employee of the Issuer, shall be charged personally by the registered owners with any liability, or be
held personally liable to the registered owners under any term or provision of this Ordinance, or
because of any Event of Default or alleged Event of Default under this Ordinance.
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SECTION 29. COMPLIANCE WITH RULE 15c2-12.
(a) Definitions. As used in this Section, the following terms have the meanings ascribed to such
terms below:
“ Financial ObligatioN’ means a (i) debt obligation, (ii) derivative instrument entered into in
connection with or pledged as security or a source of payment for, an existing or planned debt
obligation, or (iii) a guarantee of (i) or (ii); provided however, that a “financial obligation” shall not
include municipal securities as to which a final official statement (as defined in the Rule) has been
provided to the IVISRB consistent with the Rule.
''MSRB" means the Municipal Securities Rulemaking Board.
Rule" means SEC Rule 15c2-12, as amended from time to time.
- SEC” means the United States Securities and Exchange Commission.
(b) Annual Reports.
(i) The Issuer shall provide annually to the MSRB, in the electronic format prescribed by the
MSRB, financial information and operating data (the “,4nnila/ Operating Report'’) with respect to the
Issuer of the general type included in its annual financial statements. The Issuer will additionally
provide financial statements of the Issuer (the “ Financial Statements”), that will be (i) prepared in
accordance with the accounting principles described in the notes to the Issuer’s fiscal year 2023
audited financial statements or such other accounting principles as the Issuer may be required to
employ from time to time pursuant to State law or regulation and (ii) audited, if the Issuer
commissions an audit of such Financial Statements and the audit is completed within the period
during which they must be provided. The Issuer will update and provide the Annual Operating
Report within six months after the end of each Year and the Financial Statements within 12 months
of the end of each Year, in each case beginning with the Year ending in and after 2024. The Issuer
may provide the Financial Statements earlier, including at the time it provides its Annual Operating
Report, but if the audit of such Financial Statements is not complete within 12 months after any such
Year end, then the Issuer shall file unaudited Financial Statements within such 12-month period and
audited Financial Statements for the applicable Year, when and if the audit report on such Financial
Statements becomes available.
(ii) if the Issuer 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 Issuer otherwise would be
required to provide financial information and operating data pursuant to this Section. The financial
information and operating data to be provided pursuant to this Section may be set forth in full in one
or more documents or may be included by specific reference to any document that is available to the
public on the MSRB’s internet website or filed with the SEC. All documents provided to the MSRB
pursuant to this Section shall be accompanied by identifying information as prescribed by the MSRB.
Page 38
(c) Event Notices.
(i) The Issuer shall notify the MSRB in an electronic format as prescribed by the MSRB, in a
timely manner (but not in excess often business days after the occurrence of the event) of any of the
following events with respect to the Bonds, if such event is material within the meaning ofthe federal
securities laws :
1. Non-payment related defaults;
2. Modifications to rights of Registered Owners;
3. Bond calls;
4. Release, substitution, or sale of property securing repayment of the Bonds;
5. 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 to
undertake such an action or the termination of a definitive agreement relating to any such
actions, other than pursuant to its terms;
6. Appointment of a successor or additional trustee or the change of name of a
trustee; and
7. Incurrence of a Financial Obligation of the Issuer or agreement to covenants,
events of default, remedies, priority rights, or other similar terms of a Financial Obligation of
the Issuer, any of which affect security holders.
(ii) The issuer shall notify the MSRB in an electronic format as prescribed by the MSRB, in
a timely manner (but not in excess of ten business days after the occurrence of the event) of any of
the following events with respect to the Bonds, without regard to whether such event is considered
material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Unscheduled draws on debt service reserves reflecting fInancial difficulties;
3. Unscheduled draws on credit enhancements reflecting financial difficulties;
4. Substitution of credit or liquidity providers, or their failure to perform;
5. Adverse tax opinions or the issuance by the Internal Revenue Service of proposed
or final determinations of taxability, Notices of Proposed Issue (1RS Form 5701-TEB) or
other material notices or determinations with respect to the tax-exempt status of the Bonds,
or other material events affecting the tax-exempt status of the Bonds;
6. Tender offers;
7. Defeasances;
8. Rating changes;
Page 39
9 . Bankruptcy, insolvency, receivership or similar event of an obligated person; and
10. Default, event of acceleration, termination event, modification of terms, or other
similar events under the terms of a Financial Obligation of the Issuer, any of which reflect
financial difficulties.
(iii) The Issuer shall notify the MSRB, in a timely manner, of any failure by the Issuer to
provide financial information or operating data in accordance with subsection (b) of this Section by
the time required by such subsection.
(d) Limitations. Disclaimers. and Amendments.
(i) The Issuer shall be obligated to observe and perform the covenants specified in this
Section for so long as, but only for so long as, the Issuer remains an “obligated person” with respect
to the Bonds within the meaning of the Rule, except that the Issuer in any event will give notice of
any deposit made in accordance with this Ordinance or applicable law that causes Bonds no longer to
be Outstanding.
(ii) The provisions of this Section are for the sole benefit of the registered owners 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 Issuer
undertakes to provide only the financial information, operating data, financial statements, and notices
which it has expressly agreed to provide pursuant to this Section and does not hereby undertake to
provide any other information that may be relevant or material to a complete presentation of the
Issuer’s financial results, condition, or prospects or hereby undertake to update any information
provided in accordance with this Section or otherwise, except as expressly provided herein. The
Issuer does not make any representation or warranty concerning such information or its usefulness to
a decision to invest in or sell Bonds at any future date.
(iii) UNDER NO CIRCUMSTANCES SHALL THE ISSUER BE LIABLE TO THE
REGISTERED OWNER 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 BY THE ISSUER, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS
PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTR4CT OR TORT, FOR OR ON ACCOUNT OF
ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC
PERFORMANCE
(iv) No default by the Issuer in observing or performing its obligations under this Section
shall comprise a breach of or default under this Ordinance for purposes of any other provision of this
Ordinance. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the
duties of the Issuer under federal and state securities laws.
(v) Should the Rule be amended to obligate the Issuer to make filings with or provide notices
to entities other than the MSRB, the Issuer hereby agrees to undertake such obligation with respect to
the Bonds in accordance with the Rule as amended. The provisions of this Section may be amended
by the Issuer from time to time to adapt to changed circumstances that arise from a change in legal
requirements, a change in law, or a change in the identity, nature, status, or type of operations of the
Issuer, but only if (1) the provisions of this Section, as so amended, would have permitted an
underwriter to purchase or sell Bonds in the primary offering of the Bonds in compliance with the
Page 40
Rule, taking into account any amendments or interpretations of the Rule since such offering as well
as such changed circumstances and (2) either (a) the registered owners of a majority in aggregate
principal amount (or any greater amount required by any other provision of this Ordinance that
authorizes such an amendment) of the Outstanding Bonds consent to such amendment or (b) a person
that is unaffiliated with the Issuer (such as nationally recognized bond counsel) determined that such
amendment will not materially impair the interest of the registered owners and beneficial owners of
the Bonds. The Issuer may also amend or repeal the provisions of this continuing disclosure
agreement if the SEC amends or repeals the applicable provision of the Rule or a court of final
jurisdiction enters judgment that such provisions of the Rule are invalid, but only if and to the extent
that the provisions of this sentence would not prevent an underwriter from lawfully purchasing or
selling Bonds in the primary offering of the Bonds. If the Issuer so amends the provisions of this
Section, it shall include with any amended financial information or operating data next provided in
accordance with subsection (b) of this Section an explanation, in narrative form, of the reason for the
amendment and of the impact of any change in the type of financial information or operating data so
provided.
SECTION 30. METHOD OF AMENDMENT
(a) The Registered Owners of Senior Lien Obligations of a majority of the aggregate principal
amount of then Outstanding Senior Lien Obligations thereby affected (for purposes of this sentence only,
100% of the aggregate principal amount of Senior Lien Obligations which are insured by a bond insurance
provider at the time that the Issuer seeks approval of an amendment shall be deemed to be owned by such
bond insurance provider) shall have the right from time to time to approve any amendment to this Ordinance
which may be deemed necessary or desirable by the Issuer; provided, however, that without the consent of the
Registered Owners of all of the Senior Lien Obligations at the time Outstanding thereby affected, nothing
herein contained shall permit or be construed to permit the amendment of the terms and conditions in this
Ordinance or in the Senior Lien Obligations so as to:
( 1) Make any change in the maturity of any of the Outstanding Senior Lien Obligations;
(2) Reduce the rate of interest borne by any of the Outstanding Senior Lien Obligations;
(3) Reduce the amount of the principal payable on the Outstanding Senior Lien Obligations;
(4) Modify the terms of payment of principal of or interest on the Outstanding Senior Lien
Obligations or impose any conditions with respect to such payment;
(5) Affect the rights of the Registered Owners of less than all of the Senior Lien Obligations
then Outstanding;
(6) Change the minimum percentage of the principal amount of Senior Lien Obligations
necessary for consent to such amendment; or
(7) Amend this subsection (a) of this Section.
(b) if at any time the Issuer shall desire to amend the Ordinance under this Section, the Issuer 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 (2) successive calendar weeks.
Such notice shall briefly set forth the nature of the proposed amendment and shall state that a copy thereof is
Page 4 1
on file at the principal office of the Paying Agent/Registrar for inspection by all Registered Owners of Senior
Lien Obligations. Such publication is not required, however, if notice in writing is given to each Registered
Owner of Senior Lien Obligations.
(c) Whenever at any time the Issuer shall receive an instrument or instruments executed by the
Registered Owners of at least a majority in the aggregate principal amount of all Senior Lien Obligations then
Outstanding thereby affected, 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/Registrar, the City Council may pass the amendatory
ordinance in substantially the same form.
(d) Upon the passage of any amendatory ordinance pursuant to the provisions of this Section, this
Ordinance shall be deemed to be amended in accordance with such amendatory ordinance, and the respective
rights, duties and obligations under this Ordinance of the Issuer and all the Registered Owners of then
Outstanding Senior Lien Obligations and all future Senior Lien Obligations shall thereafter be determined,
exercised and enforced hereunder, subject in all respects to such amendments.
(e) Any consent given by the Registered Owner of a Senior Lien Obligation pursuant to the
provisions of this Section shall be irrevocable for a period of twelve (12) months from the date of the first
publication of the notice or other service of written notice provided for in this Section, and shall be conclusive
and binding upon all future Registered Owners of the same Senior Lien Obligation during such period. Such
consent may be revoked at any time after twelve (12) months from the date of the first publication of such
notice or other service of written notice by the Registered Owner who gave such consent, or by a successor in
title, by filing notice thereof with the Paying Agent/Registrar and the Issuer, but such revocation shall not be
effective if the Registered Owners of a majority in aggregate principal amount of the then Outstanding Senior
Lien Obligations as in this Section defined have, prior to the attempted revocation, consented to and approve
the amendment.
(f) The fact of the owning of Senior Lien Obligations issued in registered form without coupons and
the amounts and numbers of such Senior Lien Obligations and the date of their holding same shall be proved
by the Registration Books of the Paying Agent/Registrar. The Issuer may conclusively assume that such
ownership continues until such ownership is changed on the Registration Books. For purposes of this
Section, the notional amount attributable to a Credit Agreement that is treated as a Senior Lien Obligation
shall be deemed to be the principal amount of such Senior Lien Obligation.
(g) The foregoing provisions of this Section notwithstanding, the Issuer by action ofthe City Council
may amend this Ordinance without the consent or approval of any Registered Owners of Senior Lien
Obligations for any one or more of the following purposes:
( 1) To add to the covenants and agreements of the Issuer in this Ordinance contained, other
covenants and agreements thereafter to be observed, grant additional rights or remedies to Registered
Owners or to surrender, restrict or limit any right or power herein reserved to or conferred upon the
Issuer;
(2) To make such provisions for the purpose of curing any ambiguity, or curing, correcting
or supplementing any defective provision contained in this Ordinance, or in regard to clarifying
matters or questions arising under this Ordinance, including, without limitation, those matters
described in Section 29(d)(v), or those matters necessary to obtain a rating on the Bonds or to obtain
the approving opinion of the Attorney General of Texas as required by law, as are necessary or
Page 42
desirable and not contrary to or inconsistent with this Ordinance and which shall not adversely affect
the interests of the Registered Owners of the Senior Lien Obligations;
(3) To make such changes, modifications and amendments as may be necessary or desirable,
which shall not adversely affect the interests of the Registered Owners of Outstanding Senior Lien
Obligations, in order to obtain or maintain a Credit Agreement or a Credit Facility;
(4) 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 Senior
Lien Obligations 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 Senior Lien
Obligations issued after the date of the adoption of such modification.
(h) The foregoing provisions of this Section notwithstanding, so long as the TWDB is the Registered
Owner or beneficial owner of any of the Bonds, the provisions of Section 30 may be waived by, or amended
with the consent of, the TWDB without the approval or consent of any other Registered Owner or beneficial
owner of the Bonds.
SECTION 31 CONSTRUCTION FUND; SECURITY FOR DEPOSITS.
(a) Construction Fund. The issuer heretofore has and hereby creates and establishes and shall
maintain on the books of the Issuer a separate fund to be entitled the “City of Denton, Texas Utility System
Revenue Bond 2024 Construction Fund” (the "Construction Fund’) for use by the Issuer for payment of all
lawful costs associated with the acquisition and construction of the Project as hereinbefore provided. Upon
payment of all such costs, any moneys remaining on deposit in said Fund shall be used for the purposes
specified in Section 26(c).
(b) Investment of Construction Fund. The Issuer may place proceeds of the Bonds (including
investment earnings thereon) in Permitted Investments; provided, however, that the Issuer hereby covenants
that the proceeds of the sale of the Bonds will be used as soon as practicable for the purposes for which the
Bonds are issued.
SECTION 32. ESCROW AGREEMENT AND ESCROW FUND.
(a) Escrow Fund. The Escrow Agreement between the Issuer and the escrow agent named therein
(the “Escrow Agen!”) substantially in the form and content presented at this meeting, specifying the duties and
responsibilities of the Issuer and the Escrow Agent, and creating the escrow fund (''the “Escrow Fund’), is
hereby approved and the Mayor of the Issuer or a Designated Financial Officer is hereby authorized and
directed to execute the Escrow Agreement on behalf of the Issuer. The Escrow Agent named in the Escrow
Agreement is hereby appointed as the Escrow Agent pursuant to such Escrow Agreement.
(b) Deposits to Escrow Fund. On the closing date for the Bonds, the Issuer shall cause the proceeds
from the sale of the Bonds to be deposited into the Escrow Fund or, if agreed to by the TWD B, all or a portion
of the proceeds of the Bonds may be deposited into the Construction Fund or as otherwise directed by the
Issuer and the TWDB.
(c) Disbursements from Escrow Fund. Funds shall not be released from the Escrow Fund without
written approval by the Executive Administrator of the TWDB. Except as provided in Section 27(c) and
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Section 26(c), moneys disbursed from the Escrow Fund shall be credit to the Construction Fund created by
Section 3 1 and shall be applied only for the payment of costs of the Project.
(d) Investment and Security for Escrow Fund. The security for, and the investment of, funds on
deposit in the Escrow Fund shall be governed by the provisions of the Escrow Agreement.
SECTION 33. SEVERABILITY. If any section, article, paragraph, sentence, clause, phrase or word
in this Ordinance, or application thereof to any persons or circumstances is held invalid or unconstitutional by
a court of competent jurisdiction, such holding shall not affect the validity of the remaining portion of this
Ordinance, despite such invalidity, which remaining portions shall remain in full force and effect.
SECTION 34. 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 Issuer or any person executing any Bond.
SECTION 35. RULES OF CONSTRUCTION. That for all purposes of this Ordinance, unless the
context requires otherwise, all references to designated Sections and other subdivisions are to the Sections and
other subdivisions of this Ordinance. The words “herein“, “hereof ’ and “hereunder” and other words of
similar import refer to this Ordinance as a whole and not to any particular Section or other subdivision.
Except where the context otherwise requires, terms defined in this Ordinance to impart the singular number
shall be considered to include the plural number and vice versa. References to any named person means that
party and its successors and assigns. References to any constitutional, statutory or regulatory provision means
such provision as it exists on the date this Ordinance is adopted by the Issuer and any future amendments
thereto or successor provisions thereof. Any reference to the payment of principal in this Ordinance shall be
deemed to include the payment ofAmortization Installments (if any). Any reference to “FORM OF BOND“
shall refer to the form of the Bonds set forth in Section 5. The calculation of Average Annual Debt Service
Requirements as may be required by this Ordinance shall be made at the beginning of each Year and shall be
the sum of the Annual Debt Service Requirements due for the current and each subsequent Year in which the
Senior Lien Obligations are outstanding divided by the number of such Years, or partial Years, if applicable.
The words “owner” and “holder“ and “bondholder”, as used in this Ordinance, shall mean the registered or
beneficial owner of a Bond.
SECTION 36. OPEN MEETING. It is hereby officially found and determined that the meeting at
which this Ordinance was adopted was open to the public, and that public notice of the time, place and
purpose of said meeting was given, all as required by Chapter 551, Texas Government Code.
SECTION 37. IMMEDIATE EFFECTIVE DATE. This Ordinance shall take effect and be in force
immediately upon and after its adoption by the City Council in accordance with the provisions of Section
1201.028, Texas Government Code, and it is accordingly so resolved.
Page 44
The motion to approve this Ordinance was made by Brian Beck and seconded by Vicki Byrd. This
Ordinance was passed and approved by the following vote [ 7 – 0 ] :
Aye
X
X
X
X
X
X
X
Nay Abstain Absent
Mayor Gerard Hudspeth :
Vicki Byrd, District 1 :
Brian Beck. District 2:
Paul Meltzer, District 3 :
Joe Holland. District 4:
Brandon Chase McGee, At Large Place 5:
Jill Jester, At Large Place 6:
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK,]
Page 45
PASSED, APPROVED AND EFFECTIVE this October 22, 2024.
hf„#/=„„..
ATTEST:
LAUREN THODEN, CITY SECRETARY
C.hLrL„ A+Mcb-, .
APPROVED AS TO LEGAL FORM:
MACK REINWAND, CITY ATTORNEY
S LJ S a rI Kh e I I e r E :l : ?! i ;ITIn0: 1 4 :: T ; ?4n8 K e I I e r