HomeMy WebLinkAbout19814ORDINANCE NO. 199814
AN ORDINANCE AUTHORIZING THE CONSTRUCTION
OF BETTERMENTS AND IMPROVEMENTS TO THE
SEWER SYSTEM OF THE CITY OF LITTLE ROCK,
ARKANSAS; AUTHORIZING THE ISSUANCE AND SALE
OF SEWER CONSTRUCTION REVENUE BONDS, SERIES
2007C; PROVIDING FOR THE PAYMENT OF THE
PRINCIPAL OF AND INTEREST ON THE BONDS; AND
PRESCRIBING OTHER MATTERS RELATING
THERETO.
WHEREAS, the City of Little Rock, Arkansas (the "City ") owns a sewer system (the
"System "), which is operated by the Sanitary Sewer Committee of the City (the "Committee ");
and
WHEREAS, the Committee has determined that certain betterments and improvements
to the System, including the construction and equipping of the Little Maumelle Wastewater
Treatment Plant (collectively, the "Improvements ") are necessary in order to make the services
of the System adequate for the needs of the City and its inhabitants; and
WHEREAS, the Committee has caused to be prepared by the engineering staff of the
Little Rock Wastewater Utility a preliminary engineering report containing a general description
and estimates of costs for the Improvements which report has been examined and approved by
the Committee and Board of Directors and a copy of which report is on file in the office of the
City Clerk and the Chief Executive Officer of the System where they may be inspected by any
interested person; and
WHEREAS, the City can pay the costs of one or more of the Improvements (or a portion
thereof) through the issuance of its Sewer Construction Revenue Bonds, Series 2007C, in the
principal amount of $71,085,000 (the "Series 2007C Bonds "); and
WHEREAS, the City and the Committee have made arrangements for the sale of the
Series 2007C Bonds to Morgan Keegan & Company, Inc. and Crews & Associates, Inc. (the
"Purchasers "), at a price of $72,611,703.20 (equal to the principal amount thereof plus a net
original issue premium of $2,095,383.20 and less underwriter's discount of $568,680.00) plus
accrued interest on the Series 2007C Bonds from the date of the Series 2007C Bonds until the
date of issuance (the "Purchase Price "), on a negotiated basis pursuant to a Bond Purchase
Agreement between the City and the Purchasers (the "Agreement ") which has been presented to
and is before this meeting; and
WHEREAS, payment of the principal of and interest on the Series 2007C Bonds when
due will be insured by a municipal bond insurance policy (the "Bond Insurance Policy ") to be
issued by Financial Security Assurance Inc., a New York stock insurance company ( "Financial
Security" or the "Insurer "); and
4837 -6962- 7393.2
WHEREAS, the Preliminary Official Statement dated September 6, 2007, offering the
Series 2007C Bonds for sale (the "Preliminary Official Statement') has been presented to and is
before this meeting; and
WHEREAS, the Continuing Disclosure Agreement between the City and Regions Bank,
Little Rock, Arkansas, as Dissemination Agent (the "Disclosure Agreement'), providing for the
ongoing disclosure obligations of the City with respect to the Series 2007C Bonds has been
presented to and is before this meeting; and
WHEREAS, the City has outstanding (a) its Sewer Revenue Bond, Series 1990 (the
"Series 1990 Bond "), authorized by Ordinance No. 15,966, adopted November 20, 1990 (the
"1990 Ordinance "); (b) its Sewer Revenue Bond, Series 1991 (the "Series 1991 Bond "),
authorized by Ordinance No. 16,030, adopted April 2, 1991 (the "1991 Ordinance "); (c) its
Sewer Revenue Bond, Series 1996 (the "Series 1996 Bond "), authorized by Ordinance No.
17,097, adopted January 16, 1996 (the "1996 Ordinance "); (d) its Sewer Revenue Bond, Series
1999 (the "Series 1999 Bond "), authorized by Ordinance No. 18,067, adopted July 20, 1999 (the
"1999 Ordinance "); (e) its Sewer Refunding and Construction Revenue Bonds, Series 2001 (the
"Series 2001 Bonds "), authorized by Ordinance 18,557, adopted September 4, 2001 (the "2001
Ordinance "); (f) its Sewer Revenue Bond, Series 2004A (the "Series 2004A Bond "), authorized
by Ordinance No. 19,006, adopted December 16, 2003 (the "2004A Ordinance "); (g) its Sewer
Revenue Bond, Series 2004B (the "Series 2004B Bond "), authorized by Ordinance 19,007,
adopted December 16, 2003 (the "2004B Ordinance "); (h) its Sewer Revenue Bond, Series
2004C (the "Series 2004C Bond), authorized by Ordinance No. 19,229, adopted November 1,
2004 (the "2004C Ordinance "); (i) its Sewer Refunding and Construction Revenue Bonds, Series
2005 (the "Series 2005 Bonds "), authorized by Ordinance 19,307, adopted April 19, 2005 (the
"2005 Ordinance "); (j) its Sewer Construction Revenue Bonds, Series 2007A (the "Series 2007A
Bonds ") authorized by Ordinance No. 19,746, adopted May 15, 2007 (the "2007A Ordinance ");
and (k) its Sewer Revenue Bond, Series 2007B (the "Series 2007B Bond "), authorized by
Ordinance No. 19,769, adopted June 19, 2007 (the 112007B Ordinance "); and
WHEREAS, the coverage tests in the 2001 Ordinance, 2005 Ordinance and the 2007A
Ordinance for securing the Series 2007C Bonds with a lien on the net revenues of the System on
a parity of security with the Series 2001 Bonds, the Series 2005 Bonds and the Series 2007A
Bonds (collectively, the "Parity Bonds ") have been or will be satisfied; and
WHEREAS, the coverage tests in the 1990 Ordinance, the 1991 Ordinance, the 1996
Ordinance, the 1999 Ordinance, the 2004A Ordinance, the 2004B Ordinance, the 2004C
Ordinance and the 2007B Ordinance for securing the bonds with a lien on the net revenues of the
System prior to the lien on System revenues in favor of the Series 1990 Bond, the Series 1991
Bond, the Series 1996 Bond, the Series 1999 Bond, the Series 2004A Bond, the Series 2004B
Bond, the Series 2004C Bond and the Series 2007B Bond (collectively, the "Subordinate
Bonds ") have been or will be satisfied;
NOW, THEREFORE, BE IT ORDAINED by the Board of Directors of the City of
Little Rock, Arkansas, that:
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4837 - 6962 - 7393.2
Section 1. The Improvements shall be accomplished. The Mayor and City Clerk are
hereby authorized to take, or cause to be taken, all action necessary to accomplish the financing
and completion of the Improvements and to execute all required contracts in connection
therewith. The accomplishment of the Improvements shall be under the control and supervision
of, and all details in connection therewith shall be handled by, the Committee, and the
Committee shall make all contracts and agreements necessary or incidental to the performance of
its duties and the execution of its powers. The Committee shall let all construction contracts
pursuant to and in accordance with existing laws and shall require such performance bonds and
insurance from the contractors as, in the judgment of the Committee, will fully insure the
completion of the Improvements in accordance with the plans and specifications therefor.
Section 2. The Board of Directors hereby finds and declares that the period of
usefulness of the Improvements will be more than thirty (30) years, which is longer than the term
of the Series 2007C Bonds.
Section 3. The offer of the Purchasers for the purchase of the Series 2007C Bonds
from the City at the Purchase Price for bonds bearing interest at the rates per annum, maturing
and otherwise subject to the terms and provisions hereafter in this Ordinance set forth in detail
be, and is hereby accepted, and the Agreement, in substantially the form submitted to this
meeting, is approved and the Series 2007C Bonds are hereby sold to the Purchasers. The
Mayor's approval and execution of the Agreement on September 13, 2007 is hereby ratified and
the Mayor is hereby authorized to deliver the Agreement on behalf of the City and to take all
action required on the part of the City to fulfill its obligations under the Agreement.
Section 4. The Preliminary Official Statement is hereby approved and the previous
use of the Preliminary Official Statement by the Purchasers in connection with the offer and sale
of the Series 2007C Bonds is hereby in all respects authorized and approved, and the Mayor be,
and he is hereby authorized and directed, for and on behalf of the City, to execute the
Preliminary Official Statement and the final Official Statement as set forth in the Agreement.
Section 5. The Disclosure Agreement, in substantially the form submitted to this
meeting, is hereby approved, and the Mayor is hereby authorized and directed to execute and
deliver the Disclosure Agreement on behalf of the City. The Mayor and the Chief Executive
Officer of the Little Rock Wastewater (the "CEO ") are each authorized and directed to take all
action required on the part of the City to fulfill the City's obligations under the Disclosure
Agreement.
Section 6. Under the authority of the Constitution and laws of the State of Arkansas
(the "State "), including particularly Title 14, Chapter 164, Subchapter 4, and Title 14, Chapter
235, Subchapter 2 of the Arkansas Code of 1987 Annotated, City of Little Rock, Arkansas Sewer
Construction Revenue Bonds, Series 2007C, are hereby authorized and ordered issued in the
principal amount of $71,085,000 for the purpose of financing all or a portion of the costs of the
Improvements, costs incidental thereto, paying the premium on the Bond Insurance Policy,
paying the premium on a municipal bond debt service reserve policy (the "Reserve Policy ") to be
issued by the Insurer and deposited in the debt service reserve for the Series 2007C Bonds, and
paying expenses of issuing the Series 2007C Bonds. The Series 2007C Bonds shall bear interest
at the rates and shall mature on the dates and in the amounts as follows:
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* Term Bond, subject to mandatory sinking fund redemption.
The Series 2007C Bonds shall be dated October 1, 2007 and shall be issuable only as
fully registered bonds, without coupons, in the denomination of $5,000 or any integral multiple
thereof. Unless the City shall otherwise direct, the Series 2007C Bonds shall be numbered from
R07C -1 upward in order of issuance. Each Series 2007C Bond shall be assigned a CUSIP
number.
The Series 2007C Bonds shall be registered initially in the name of Cede & Co., as
nominee for the Depository Trust Company ( "DTC "), which shall be considered to be the
registered owner of the Series 2007C Bonds for all purposes under this Ordinance, including,
without limitation, payment by the City of the principal of, redemption price, premium, if any,
and interest on the Series 2007CA Bonds, and the receipt of notices and the exercise of rights of
registered owners. There shall be one certificated, typewritten bond for each stated maturity date
which shall be immobilized in the custody of DTC with the beneficial owners having no right to
receive the Series 2007C Bonds in the form of physical securities or certificates. DTC and its
participants shall be responsible for maintenance of records of the ownership of beneficial
interests in the Series 2007C Bonds by book -entry on the system maintained and operated by
DTC and its participants, and transfers of ownership of beneficial interests shall be made only by
DTC and its participants, by book - entry, the City having no responsibility therefor. DTC is
expected to maintain records of the positions of participants in the Series 2007C Bonds, and the
participants and persons acting through participants are expected to maintain records of the
purchasers of beneficial interests in the Series 2007C Bonds. The Series 2007C Bonds as such
shall not be transferable or exchangeable, except for transfer to another securities depository or
to another nominee of a securities depository, without further action by the City.
If any securities depository determines not to continue to act as a securities depository for
the Series 2007C Bonds for use in a book -entry system, the City may establish a securities
depository /book -entry system relationship with another securities depository. If the City does
not or is unable to do so, or upon request of the beneficial owners of all outstanding Series
2007C Bonds, the City and the Trustee (hereinafter identified), after the Trustee has made
provision for notification of the beneficial owners by the then securities depository, shall permit
withdrawal of the Series 2007C Bonds from the securities depository, and shall authenticate and
deliver bond certificates in fully registered form (in denominations of $5,000 or integral
multiples thereof) to the assigns of the securities depository or its nominee, all at the cost and
expense (including costs of printing definitive bonds) of the City, if the City fails to maintain a
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4837- 6962- 7393.2
Principal
Principal
Date
Amount
Interest Rate
Date
Amount
Interest Rate
October 1, 2024
$ 440,000
4.250%
October 1, 2029
$ 4,780,000
4.750%
October 1, 2025
460,000
4.375%
October 1, 2032*
19,335,000
5.000%
October 1, 2026
1,185,000
5.000%
October 1, 2033
7,100,000
4.500%
October 1, 2027
1,995,000
4.375%
October 1, 2037*
32,035,000
5.000%
October 1, 2028
3,755,000
4.750%
* Term Bond, subject to mandatory sinking fund redemption.
The Series 2007C Bonds shall be dated October 1, 2007 and shall be issuable only as
fully registered bonds, without coupons, in the denomination of $5,000 or any integral multiple
thereof. Unless the City shall otherwise direct, the Series 2007C Bonds shall be numbered from
R07C -1 upward in order of issuance. Each Series 2007C Bond shall be assigned a CUSIP
number.
The Series 2007C Bonds shall be registered initially in the name of Cede & Co., as
nominee for the Depository Trust Company ( "DTC "), which shall be considered to be the
registered owner of the Series 2007C Bonds for all purposes under this Ordinance, including,
without limitation, payment by the City of the principal of, redemption price, premium, if any,
and interest on the Series 2007CA Bonds, and the receipt of notices and the exercise of rights of
registered owners. There shall be one certificated, typewritten bond for each stated maturity date
which shall be immobilized in the custody of DTC with the beneficial owners having no right to
receive the Series 2007C Bonds in the form of physical securities or certificates. DTC and its
participants shall be responsible for maintenance of records of the ownership of beneficial
interests in the Series 2007C Bonds by book -entry on the system maintained and operated by
DTC and its participants, and transfers of ownership of beneficial interests shall be made only by
DTC and its participants, by book - entry, the City having no responsibility therefor. DTC is
expected to maintain records of the positions of participants in the Series 2007C Bonds, and the
participants and persons acting through participants are expected to maintain records of the
purchasers of beneficial interests in the Series 2007C Bonds. The Series 2007C Bonds as such
shall not be transferable or exchangeable, except for transfer to another securities depository or
to another nominee of a securities depository, without further action by the City.
If any securities depository determines not to continue to act as a securities depository for
the Series 2007C Bonds for use in a book -entry system, the City may establish a securities
depository /book -entry system relationship with another securities depository. If the City does
not or is unable to do so, or upon request of the beneficial owners of all outstanding Series
2007C Bonds, the City and the Trustee (hereinafter identified), after the Trustee has made
provision for notification of the beneficial owners by the then securities depository, shall permit
withdrawal of the Series 2007C Bonds from the securities depository, and shall authenticate and
deliver bond certificates in fully registered form (in denominations of $5,000 or integral
multiples thereof) to the assigns of the securities depository or its nominee, all at the cost and
expense (including costs of printing definitive bonds) of the City, if the City fails to maintain a
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4837- 6962- 7393.2
securities depository /book -entry system, or of the beneficial owners, if they request termination
of the system.
Prior to issuance of the Series 2007C Bonds, the City shall have executed and delivered
to DTC a written agreement (the "Representation Letter ") setting forth (or incorporating therein
by reference) certain undertakings and responsibilities of the City with respect to the Series
2007C Bonds so long as the Series 2007C Bonds or any portion thereof are registered in the
name of Cede & Co. (or a substitute nominee) and held by DTC. Notwithstanding such
execution and delivery of the Representation Letter, the terms thereof shall not in any way limit
the provisions of this Section or in any other way impose upon the City any obligation
whatsoever with respect to persons having interests in the Series 2007C Bonds other than the
registered owners, as shown on the registration books kept by the Trustee. The Trustee shall take
all action necessary for all representations of the City in the Representation Letter with respect to
the Trustee to at all times be complied with.
The authorized officers of the Trustee and the City shall do or perform such acts and
execute all such certificates, documents and other instruments as they or any of them deem
necessary or advisable to facilitate the efficient use of a securities depository for all or any
portion of the Series 2007C Bonds; provided that neither the Trustee nor the City may assume
any obligations to such securities depository or beneficial owners of the Series 2007C Bonds that
are inconsistent with their obligations to any registered owner under this Ordinance.
Interest on the Series 2007C Bonds shall be payable on April 1, 2008, and semiannually
thereafter on April 1 and October 1 of each year. Payment of each installment of interest shall be
made to the person in whose name the Series 2007C Bond is registered on the registration books
of the City maintained by Regions Bank, Little Rock, Arkansas, as trustee and paying agent (the
"Trustee "), at the close of business on the fifteenth day of the month (whether or not a business
day) next preceding each interest payment date (the "Record Date "), irrespective of any transfer
or exchange of any such Series 2007C Bond subsequent to such Record Date and prior to such
interest payment date.
Each Series 2007C Bond shall bear interest from the payment date next preceding the
date on which it is authenticated unless it is authenticated on an interest payment date, in which
event it shall bear interest from such date, or unless it is authenticated prior to the first interest
payment date, in which event it shall bear interest from October 1, 2007, or unless it is
authenticated during the period from the Record Date to the next interest payment date, in which
case it shall bear interest from such interest payment date, or unless at the time of authentication
thereof interest is in default thereon, in which event it shall bear interest from the date to which
interest has been paid.
Only such Series 2007C Bonds as shall have endorsed thereon a Certificate of
Authentication substantially in the form set forth in Section 8 hereof (the "Certificate ") duly
executed by the Trustee shall be entitled to any right or benefit under this ordinance. No Series
2007C Bond shall be valid and obligatory for any purpose unless and until the Certificate shall
have been duly executed by the Trustee, and the Certificate upon any such Series 2007C Bond
shall be conclusive evidence that such Series 2007C Bond has been authenticated and delivered
under this Ordinance. The Certificate on any Series 2007C Bond shall be deemed to have been
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4837 - 6962 - 7393.2
executed if signed by an authorized officer of the Trustee, but it shall not be necessary that the
same officer sign the Certificate on all of the Series 2007C Bonds.
In case any Series 2007C Bond shall become mutilated or be destroyed or lost, the City
shall, if not then prohibited by law, cause to be executed and the Trustee may authenticate and
deliver a new Series 2007C Bond of like date, number, maturity and tenor in exchange and
substitution for and upon cancellation of such mutilated Series 2007C Bond, or in lieu of and in
substitution for such Series 2007C Bond destroyed or lost, upon the owner paying the reasonable
expenses and charges of the City and Trustee in connection therewith, and, in the case of a Series
2007C Bond destroyed or lost, his filing with the Trustee evidence satisfactory to it that such
Series 2007C Bond was destroyed or lost, and of his ownership thereof, and furnishing the City
and Trustee with indemnity satisfactory to them. The Trustee is hereby authorized to
authenticate any such new Series 2007C Bond. In the event any such Series 2007C Bond shall
have matured, instead of issuing a new Series 2007C Bond, the City may pay the same without
the surrender thereof. Upon the issuance of a new Series 2007C Bond under this Section 6, the
City may require the payment of a sum sufficient to cover any tax or other governmental charge
that may be imposed in relation thereto and any other expenses (including the fees and expenses
of the Trustee) connected therewith.
The City shall maintain, or cause to be maintained, books for the registration and for the
transfer of the Series 2007C Bonds, as provided herein and in the Series 2007C Bonds. The
Trustee shall act as the bond registrar. Each Series 2007C Bond is transferable by the registered
owner thereof or by his attorney duly authorized in writing at the principal office of the Trustee.
Upon such transfer, a new fully registered Series 2007C Bond or Bonds of the same maturity, of
authorized denomination or denominations, for the same aggregate principal amount will be
issued to the transferee in exchange therefor.
No charge shall be made to any owner of any Series 2007C Bond for the privilege of
transfer or exchange, but any owner of any Series 2007C Bond requesting any such transfer or
exchange shall pay any tax or other governmental charge required to be paid with respect thereto.
Except as otherwise provided in the immediately preceding sentence, the cost of preparing each
new Series 2007C Bond upon each exchange or transfer and any other expenses of the City or
the Trustee incurred in connection therewith shall be paid by the City. The City shall not be
required to transfer or exchange any Series 2007C Bonds selected for redemption in whole or in
part.
The person in whose name any Series 2007C Bond shall be registered shall be deemed
and regarded as the absolute owner thereof for all purposes, and payment of or on account of the
principal or premium, if any, or interest on any Series 2007C Bond shall be made only to or upon
the order of the registered owner thereof or his legal representative, but such registration may be
changed as hereinabove provided. All such payments shall be valid and effectual to satisfy and
discharge the liability upon such Series 2007C Bond to the extent of the sum or sums so paid.
In any case where the date of maturity of interest on or principal of the Series 2007C
Bonds or the date fixed for redemption of any Series 2007C Bonds shall be a Saturday or Sunday
or shall be in the State a legal holiday or a day on which banking institutions are authorized by
law to close, then payment of interest or principal (and premium, if any) need not be made on
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4837 - 6962 - 7393.2
such date but may be made on the next succeeding business day with the same force and effect as
if made on the date of maturity or the date fixed for redemption, and no interest shall accrue for
the period after the date of maturity or date fixed for redemption.
Section 7. The Series 2007C Bonds shall be executed on behalf of the City by the
manual or facsimile signatures of the Mayor and City Clerk, and shall have impressed or
imprinted thereon the seal of the City. The Series 2007C Bonds, together with interest thereon,
are secured by and are payable solely from the net revenues derived from the System (the "Net
Revenues ") which are hereby pledged and mortgaged for the equal and ratable payment of the
Series 2007C Bonds. The pledge of Net Revenues in favor of the Series 2007C Bonds shall be
(i) on a parity with the pledge in favor of the Parity Bonds, and (ii) prior to the pledge in favor of
the Subordinate Bonds. The Series 2007C Bonds and the interest thereon shall not constitute an
indebtedness of the City within the meaning of any constitutional or statutory limitation.
Section 8. The Series 2007C Bonds and the Certificate shall be in substantially the
following form, and the Mayor and City Clerk are hereby expressly authorized and directed to
make all recitals contained therein:
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4837- 6962 - 7393.2
(Form of Series 2007C Bond)
REGISTERED REGISTERED
No. R07C-
UNITED STATES OF AMERICA
STATE OF ARKANSAS
COUNTY OF PULASKI
CITY OF LITTLE ROCK
SEWER CONSTRUCTION REVENUE BOND
SERIES 2007C
Maturity Date: October 1, 20_ Interest Rate: %
Dated Date: October 1, 2007 CUSIP No.:
Registered Owner: CEDE & CO.
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS:
DOLLARS
That the City of Little Rock, County of Pulaski, State of Arkansas (the "City "), for value
received, hereby promises to pay, but solely from the source as hereinafter provided and not
otherwise, to the Registered Owner shown above upon the presentation and surrender hereof at
the principal corporate office of Regions Bank, Little Rock, Arkansas, or its successor or
successors, as trustee and paying agent (the "Trustee "), on the Maturity Date shown above, the
Principal Amount shown above, in such coin or currency of the United States of America as at
the time of payment shall be legal tender for the payment of public and private debts and to pay
by check or draft interest thereon, but solely from the source as hereinafter provided and not
otherwise, in like coin or currency from the interest commencement date specified below at the
Interest Rate per annum shown above, payable April 1, 2008 and semiannually thereafter on the
first days of April and October of each year, until payment of such principal sum or, if this bond
or a portion thereof shall be duly called for redemption, until the date fixed for redemption, and
to pay interest on overdue principal and interest (to the extent legally enforceable) at the rate
borne by this bond. Payment of each installment of interest shall be made to the person in whose
name this bond is registered on the registration books of the City maintained by the Trustee at
the close of business on the fifteenth day of the month (whether or not a business day) next
preceding each interest payment date (the "Record Date "), irrespective of any transfer or
exchange of this bond subsequent to such Record Date and prior to such interest payment date.
Unless this bond is presented by an authorized representative of The Depository Trust
Company, a New York corporation ( "DTC "), to the Trustee for registration of transfer, exchange
or payment, and any certificate issued is registered in the name of Cede & Co. or in such other
name as is requested by an authorized representative of DTC (and any payment is made to Cede
& Co. or to such other entity as is required by an authorized representative of DTC), any transfer,
pledge or other use hereof for value or otherwise by or to any person is wrongful inasmuch as the
registered owner hereof, Cede & Co., has an interest herein.
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4837 -6962- 7393.2
This bond shall bear interest from the payment date next preceding the date on which it is
authenticated unless it is authenticated on an interest payment date, in which event it shall bear
interest from such date, or unless it is authenticated prior to the first interest payment date, in
which event it shall bear interest from the Dated Date shown above, or unless it is authenticated
during the period from the Record Date to the next interest payment date, in which case it shall
bear interest from such interest payment date, or unless at the time of authentication hereof
interest is in default hereon, in which event it shall bear interest from the date to which interest
has been paid.
This bond is one of an issue of City of Little Rock, Arkansas Sewer Construction
Revenue Bonds, Series 2007C, aggregating Seventy -One Million Eighty -Five Thousand Dollars
($71,085,000) in principal amount (the "Series 2007C Bonds "), and is issued for the purposes of
financing all or a portion of the costs of the acquisition, construction and equipping by the City
of certain betterments and improvements to the City's sewer system (the "System "), paying
expenses incidental thereto and to the authorization, paying the premium on a policy of
municipal bond insurance, paying the premium on a policy of municipal bond debt service
reserve insurance, and paying expenses of issuance of Series 2007C Bonds.
The Series 2007C Bonds are issued pursuant to and in full compliance with the
Constitution and laws of the State of Arkansas (the "State "), including particularly Title 14,
Chapter 164, Subchapter 4 and Title 14, Chapter 235, Subchapter 2 of the Arkansas Code of
1987 Annotated, and pursuant to Ordinance No. duly adopted on , 2007
(the "Authorizing Ordinance "), and do not constitute an indebtedness of the City within the
meaning of any constitutional or statutory limitation. The Series 2007C Bonds are not general
obligations of the City, but are special obligations payable solely from the net revenues derived
from the operation of the System (the "Net Revenues ") on a parity of security with the City's
outstanding Sewer Refunding and Construction Revenue Bonds, Series 2001, Sewer Refunding
and Construction Revenue Bonds, Series 2005, and Sewer Construction Revenue Bonds, Series
2007A, and prior to the pledge of Net Revenues in favor of the City's Sewer Revenue Bonds,
Series 1990, Series 1991, Series 1996, Series 1999, Series 2004A, Series 2004B, Series 2004C
and 2007B. An amount of Net Revenues sufficient to pay the principal of and interest on the
Series 2007C Bonds has been duly pledged and set aside into the 2007C Sewer Revenue Bond
Fund created by the Authorizing Ordinance. Reference is hereby made to the Authorizing
Ordinance for a detailed statement of the terms and conditions upon which the Series 2007C
Bonds are issued, of the nature and extent of the security for the Series 2007C Bonds, and the
rights and obligations of the City, the Trustee and the registered owners of the Series 2007C
Bonds. The City has fixed and has covenanted and agreed to maintain rates for the services of
the System which shall be sufficient at all times to provide for the proper and reasonable
expenses of operation and maintenance of the System and for the payment of the principal of and
interest on the Series 2007C Bonds, including Trustee's fees, as the same become due and
payable, to establish and maintain a debt service reserve and to make the required deposit for the
depreciation of the System.
The Series 2007C Bonds shall be subject to optional and mandatory sinking fund
redemption as follows:
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4837 -6962- 7393.2
I . The Series 2007C Bonds maturing on and after October 1, 2018 are subject to
redemption at the option of the City, from funds from any source, on and after October 1, 2017,
in whole at any time or in part on any interest payment date, at a redemption price equal to the
principal amount being redeemed plus accrued interest to the redemption date. If fewer than all
of the Series 2007C Bonds shall be called for redemption, the particular maturities of the Series
2007C Bonds to be redeemed shall be selected by the City in its discretion. If fewer than all of
the Series 2007C Bonds of any one maturity shall be called for redemption, the particular Series
2007C Bonds or portion thereof to be redeemed from such maturity shall be selected by lot by
the Trustee.
2. To the extent not previously redeemed, the Series 2007C Bonds are subject to
mandatory sinking fund redemption by lot in such manner as the Trustee shall determine, on the
dates and in the amounts set forth below, at a redemption price equal to the principal amount
being redeemed plus accrued interest to the date of redemption:
Bonds maturing October 1, 2032
Redemption Dates Principal Amounts
October 1, 2030 $6,130,000
October 1, 2031 6,445,000
October 1, 2032 (maturity) 6,760,000
Bonds maturing October 1, 2037
Redemption Dates Principal Amounts
October 1, 2034
$7,425,000
October 1, 2035
7,805,000
October 1, 2036
8,195,000
October 1, 2037 (maturity)
8,610,000
The provisions for mandatory sinking fund redemption of the Series 2007C Bonds are
subject to the provisions of the Authorizing Ordinance which permit the City to receive credit for
Series 2007C Bonds previously redeemed or for Series 2007C Bonds acquired by the City and
surrendered to the Trustee.
In case any outstanding Series 2007C Bond is in a denomination greater than $5,000,
each $5,000 of face value of such Series 2007C Bond shall be treated as a separate Series 2007C
Bond of the denomination of $5,000.
Notice of redemption identifying the Series 2007C Bonds or portions thereof (which shall
be $5,000 or a multiple thereof) to be redeemed shall be given by the Trustee, not less than thirty
(30) nor more than sixty (60) days prior to the date fixed for redemption, by mailing a copy of
the redemption notice by first class mail, postage prepaid, to all registered owners of Series
2007C Bonds to be redeemed. Failure to mail an appropriate notice or any such notice to one or
more registered owners of Series 2007C Bonds to be redeemed shall not affect the validity of the
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4837 - 6962- 7393.2
proceedings for redemption of other Series 2007C Bonds as to which notice of redemption is
duly given in proper and timely fashion. All such Series 2007C Bonds or portions thereof thus
called for redemption and for the retirement of which funds are duly provided in accordance with
the Authorizing Ordinance prior to the date fixed for redemption will cease to bear interest on
such redemption date.
STATEMENT OF INSURANCE
Financial Security Assurance Inc. ( "Financial Security "), New York, New York, has
delivered its municipal bond insurance policy with respect to the scheduled payments due of
principal of and interest on this Series 2007C Bond to Regions Bank, Little Rock, Arkansas, or
its successor, as paying agent for the Series 2007C Bonds (the "Paying Agent "). Said Bond
Insurance Policy is on file and available for inspection at the principal office of the Paying Agent
and a copy thereof may be obtained from Financial Security or the Paying Agent.
This bond is transferable by the registered owner hereof in person or by his attorney -in-
fact duly authorized in writing at the principal corporate trust office of the Trustee, but only in
the manner, subject to the limitations and upon payment of the charges provided in the
Authorizing Ordinance, and upon surrender and cancellation of this bond. Upon such transfer a
new fully registered Series 2007C Bond or Bonds of the same maturity, of authorized
denomination or denominations, for the same aggregate principal amount, will be issued to the
transferee in exchange therefor. This bond is issued -with the intent that the laws of the State
shall govern its construction.
The City and the Trustee may deem and treat the registered owner hereof as the absolute
owner hereof for the purpose of receiving payment of or on account of principal hereof and
premium, if any, hereon and interest due hereon and for all other purposes, and neither the City
nor the Trustee shall be affected by any notice to the contrary.
The Series 2007C Bonds are issuable only as fully registered bonds in the denomination
of $5,000, and any integral multiple thereof. Subject to the limitations and upon payment of the
charges provided in the Authorizing Ordinance, fully registered bonds may be exchanged for a
like aggregate principal amount of fully registered bonds of the same maturity of other
authorized denominations.
IT IS HEREBY CERTIFIED, RECITED AND DECLARED that all acts, conditions and
things required to exist, happen and be performed precedent to and in the issuance of the Series
2007C Bonds do exist, have happened and have been performed in due time, form and manner as
required by law; that the indebtedness represented by the Series 2007C Bonds, together with all
obligations of the City, does not exceed any constitutional or statutory limitation; and that the
above referred to Net Revenues pledged to the payment of the principal of and premium, if any,
and interest on the Series 2007C Bonds as the same become due and payable will be sufficient in
amount for that purpose.
This bond shall not be valid or become obligatory for any purpose or be entitled to any
security or benefit under the Authorizing Ordinance until the Certificate of Authentication
hereon shall have been signed by the Trustee.
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4837 - 6962 - 7393.2
IN WITNESS WHEREOF, the City of Little Rock, Arkansas has caused this bond to be
executed by its Mayor and City Clerk and its corporate seal to be impressed or imprinted on this
bond, all as of the Dated Date shown above.
ATTEST:
City Clerk
(SEAL)
CITY OF LITTLE ROCK, ARKANSAS
0
Mayor
(Form of Trustee's Certificate)
TRUSTEE'S CERTIFICATE OF AUTHENTICATION
This bond is one of the bonds designated Series 2007C in and issued under the provisions
of the within mentioned Authorizing Ordinance.
Date of Authentication:
REGIONS BANK
Little Rock, Arkansas, Trustee
Io
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4837 - 6962 - 7393.2
Authorized Signature
(Form of Assignment)
ASSIGNMENT
FOR VALUE RECEIVED, ( "Transferor "),
hereby sells, assigns and transfers unto the within bond and all
rights thereunder, and hereby irrevocably constitutes and appoints as
attorney to transfer the within bond on the books kept for registration thereof with full power of
substitution in the premises.
DATE:
Transferor
GUARANTEED BY:
NOTICE: Signature(s) must be guaranteed by a member of or participant in the Securities
Transfer Agents Medallion Program (STAMP), or in another signature guaranty program
recognized by the Trustee.
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4837 - 6962 - 7393.2
Section 9. The rates charged for services of the System heretofore fixed by
ordinances of the City and the conditions, rights and obligations pertaining thereto, as set out in
those ordinances, are hereby ratified, confirmed and continued. None of the facilities or
services afforded by the System shall be furnished without a charge being made therefor. In the
event that the City or any department, agency or instrumentality thereof shall avail itself of the
facilities and services afforded by the System, the reasonable value of the service or facilities so
afforded shall be charged against the City or such department, agency or instrumentality and
shall be paid for as the charges accrue. The revenues so received shall be deemed to be
revenues derived from the operation of the System and shall be used and accounted for in the
same manner as the other revenues derived from the operation of the System.
The City covenants and agrees that System rates shall never be reduced while any of the
Series 2007C Bonds are outstanding unless there is obtained from an independent certified
public accountant ( "Accountant ") a certificate that the Net Revenues of the System ( "Net
Revenues" being defined as gross revenues of the System less the expenses of operation and
maintenance of the System, including all expense items properly attributable to the operation
and maintenance of the System under generally accepted accounting principles applicable to
municipal sewer facilities, excluding depreciation, interest and amortization of deferred bond
discount expenses), with the reduced rates, will always be equal to the amount required to be set
aside for the Depreciation Fund (hereinafter identified), and leave a balance equal to at least
130% of the average annual principal and interest requirements on all outstanding bonds
payable from System revenues ( "System Bonds "). The City further covenants and agrees that
the rates shall, if and when necessary, from time to time, be increased in such manner as will
produce revenues at least sufficient to pay the principal and interest on all System Bonds when
due, to pay the operation and maintenance expenses of the System, and to deposit the amounts
required to be paid into the Depreciation Fund and the Debt Service Reserve (hereinafter
identified) in accordance with this Ordinance.
The City covenants and agrees that the existing rates will produce total System revenues
at least sufficient to pay the operation and maintenance expenses of the System, to pay the
principal of and premium, if any, and interest on all outstanding System Bonds and trustee fees
in connection therewith, and to make the required deposits into the Debt Service Reserve and the
Depreciation Fund.
Section 10. The System shall be continuously operated as a revenue producing
undertaking and all System revenues shall be paid into a special fund heretofore created and
designated "Sewer Fund" (the "Revenue Fund "). The System revenues so deposited in the
Revenue Fund are hereby pledged and shall be applied to the payment of the reasonable and
necessary expenses of operation, repair and maintenance of the System, to the payment of the
principal of and premium, if any, and interest on System Bonds, to the establishment and
maintenance of a Debt Service Reserve, and to the providing of a Depreciation Fund, as
hereinafter set forth. The Revenue Fund, and the other special funds hereinafter in this
Ordinance provided for or referred to, shall be maintained in such depositories of the City as
shall from time to time be designated by the Committee, with all such depositories to hold
membership in the Federal Deposit Insurance Corporation (the "FDIC "), to be located in Little
Rock, Arkansas, and to have a capital and surplus of not less than $15,000,000, and with all
deposits in any depository in excess of the amount insured by the FDIC to be secured by bonds
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4837 - 6962 - 7393.2
or other direct or fully guaranteed obligations of the United States of America unless invested in
accordance with Section 27 hereof.
Section 11. There shall be paid from the Revenue Fund into a fund heretofore created
and designated "Sewer Operation and Maintenance Fund" (the "Operation and Maintenance
Fund ") on or before the tenth day of each month while any Series 2007C Bonds are outstanding,
an amount sufficient to pay the reasonable and necessary monthly expenses of operation, repair
and maintenance of the System for such month and from which disbursements shall be made
only for those purposes. Fixed annual charges such as insurance premiums and the cost of
major repair and maintenance expenses may be computed and set up on an annual basis, and
one- twelfth (1/12) of the amount thereof may be paid into the Operation and Maintenance Fund
each month.
If in any month for any reason there shall be a failure to transfer and pay the required
amount into Operation and Maintenance Fund, the amount of any deficiency shall be added to
the amount otherwise required to be transferred and paid into such fund in the next succeeding
month. If in any fiscal year a surplus shall be accumulated in the Operation and Maintenance
Fund over and above the amount which shall be necessary to defray the reasonable and necessary
costs of operation, repair and maintenance of the System during the remainder of the then current
fiscal year and the next ensuing fiscal year, such surplus may be transferred and deposited in the
Revenue Fund.
Section 12. After making the required monthly deposits into the Operation and
Maintenance Fund, there shall be paid from the Revenue Fund, pro rata, the required monthly
deposits into (i) the 2001 Bond Fund being maintained in connection with the Series 2001
Bonds, (ii) the 2005 Bond Fund being maintained in connection with the Series 2005 Bonds, (iii)
the 2007A Bond Fund being maintained in connection with the Series 2007A Bonds, and (iv)
into a special fund in the name of the City which is hereby created and designated the "2007C
Sewer Revenue Bond Fund" (the "2007C Bond Fund ") on or before the fifteenth day of each
month, commencing in November 2007, until all outstanding Series 2007C Bonds, with interest
thereon, have been paid in full or provision made for such payment, a sum equal to 1/6 of the
next installment of interest due on the Series 2001 Bonds, the Series 2005 Bonds, the Series
2007A Bonds and the Series 2007C Bonds, and 1/12 of the next installment of principal due on
the Series 2001 Bonds, the Series 2005 Bonds, the Series 2007A Bonds and the Series 2007C
Bonds; provided, however, that payments made into the 2007C Bond Fund with respect to
interest for the first five (5) months shall be increased to 115 of the next installment of interest
due on the Series 2007C Bonds and payments made into the 2007C Bond Fund with respect to
principal for the first eleven (11) months shall be increased to 1 /11 of the next installment of
principal due on the Series 2007C Bonds.
The City shall also pay into the 2001 Bond Fund, the 2005 Bond Fund, the 2007A Bond
Fund and the 2007C Bond Fund such additional sums as necessary to provide for the Trustee's
fees and expenses and any arbitrage rebate due the United States Treasury under Section 148(f)
of the Internal Revenue Code of 1986, as amended (the "Code "). The City shall realize a credit
against monthly deposits into the 2001 Bond Fund, the 2005 Bond Fund, the 2007A Bond Fund
and the 2007C Bond Fund from bond proceeds deposited therein, all interest earnings on moneys
in the 2001 Bond Fund, the 2005 Bond Fund, the 2007A Bond Fund and the 2007C Bond Fund
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4837- 6962 - 7393.2
and all transfers, if any, made from the respective debt service reserves for said funds during the
preceding month.
There is hereby created, as a part of the 2007C Bond Fund, a debt service reserve (the
"Debt Service Reserve ") which shall be maintained by the City in an amount equal to the
maximum annual principal and interest requirement on the Series 2007C Bonds or 10% of the
proceeds of the Series 2007C Bonds (excluding accrued interest but including Underwriters'
discount), whichever is lesser (the "Required Level "). The maintenance of the Debt Service
Reserve at the Required Level shall be initially satisfied through the purchase of a municipal
bond debt service reserve insurance policy (the "Reserve Policy ") to be issued by Financial
Security and deposited in the Debt Service Reserve concurrently with the issuance and delivery
of the Series 2007C Bonds. Should the Debt Service Reserve become impaired or be reduced
below the Required Level by reason of withdrawal or valuation, the City shall make additional
monthly payments from the Revenue Fund until the impairment or reduction is corrected within
a twenty -four month period.
If for any reason the City should fail at any time to make any of the required payments
into the 2007C Bond Fund, any sums then held in the Debt Service Reserve shall be used to the
extent necessary for the payment of principal of or interest on the Series 2007C Bonds, but the
Debt Service Reserve shall be reimbursed from the Revenue Fund before any moneys in the
Revenue Fund shall be used for any other purpose other than the making of payments required
to be made into the Operation and Maintenance Fund and the 2001 Bond Fund, the 2005 Bond
Fund, the 2007A Bond Fund and the 2007C Bond Fund. The Debt Service Reserve shall be used
solely as provided herein.
If Net Revenues are insufficient to make the required payment on the first business day
of the following month into the 2007C Bond Fund, the amount of any such deficiency in the
payment made shall be added to the amount otherwise required to be paid into the 2007C Bond
Fund on the first business day of the next month.
When the moneys held in the 2007C Bond Fund shall be and remain sufficient to pay the
principal of and interest on all of the Series 2007C Bonds then outstanding plus Trustee's fees
and any arbitrage rebate due as provided above, the City shall not be obligated to make any
further payments into the 2007C Bond Fund.
It shall be the duty of the City to cause to be withdrawn from the 2007C Bond Fund and
deposited with the Trustee at least one (1) business day before the due date of any principal
and /or interest on any Series 2007C Bond, at maturity or redemption prior to maturity, and
deposited with the Trustee an amount equal to the amount of such Series 2007C Bond and
interest due thereon for the sole purpose of paying the same, together with the Trustee's fee.
There shall also be withdrawn and paid to the United States Treasury any arbitrage rebate due at
the times and in the amounts required by Section 1480 of the Code. No withdrawal of funds
from the 2007C Bond Fund shall be made for any other purpose except as otherwise authorized
in this Ordinance.
The Series 2007C Bonds shall be specifically secured by a pledge of all Net Revenues
remaining after the deposits have been made to the Operation and Maintenance Fund. This
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4837 -6962- 7393.2
pledge in favor of the Series 2007C Bonds is hereby irrevocably made according to the terms of
this Ordinance, and the City and its officers and employees shall execute, perform and carry out
the terms thereof in strict conformity with the provisions of this Ordinance.
Section 13. After making the deposits into the Operation and Maintenance Fund and
the 2001 Bond Fund, the 2005 Bond Fund, the 2007A Bond Fund and the 2007C Bond Fund,
there shall be transferred from the Revenue Fund (a) into (i) the "ADFA Bond Fund" being
maintained in connection with the 1990 Bond and the 1991 Bond, (ii) the "1996 ADFA Bond
Fund" being maintained in connection with the 1996 Bond, (iii) the "1999 ADFA Bond Fund"
being maintained in connection with the 1999 Bond, (iv) the "2004A Bond Fund" being
maintained in connection with the 2004A Bond; (v) the "2004B Bond Fund" being maintained in
connection with the 2004B Bond, (vi) the "Series 2004C Bond Fund" being maintained in
connection with the 2004C Bond, and (vii) the "Series 2007B Bond Fund" being maintained in
connection with the 2007B Bond, the amounts required by the 1990 Ordinance, the 1991
Ordinance, the 1996 Ordinance, the 1999 Ordinance, the 2004A Ordinance, the 2004B
Ordinance, the 2004C Ordinance and the 2007B Ordinance, respectively, and (b) the
administration and servicing fees due in connection with the Subordinate Bonds.
Section 14. After making the required payments into the Operation and Maintenance
Fund, the 2001 Bond Fund, the 2005 Bond Fund, the 2007A Bond Fund, the 2007C Bond Fund,
the ADFA Bond Fund, the 1996 ADFA Bond Fund, the 1999 ADFA Bond Fund, the 2004A
Bond Fund, the 2004B Bond Fund, the 2004C Bond Fund and the 2007B Bond Fund, there shall
be paid from the Revenue Fund into a fund heretofore created and designated the "Sewer
Depreciation Fund" (the "Depreciation Fund ") on, or before the 15th day of each month while
any Series 2007C Bonds are outstanding, three percent (3 %) of the System revenues which
remain after the required payment into the Operation and Maintenance Fund has been made. The
moneys in the Depreciation Fund shall be used solely for the purpose of paying the cost of
replacements made necessary by the depreciation of the System. If in any fiscal year a surplus
shall be accumulated in the Depreciation Fund over and above the amount necessary to defray
the cost of the probable replacements during the then current fiscal year and the next ensuing
fiscal year, such surplus may be transferred and paid into the Revenue Fund.
Section 15. Any surplus in the Revenue Fund, after making the required monthly
deposits into all of the funds as set forth above, may be used, at the option of the City, for any
lawful purpose of the System, as approved by the Committee.
Section 16. So long as any of the Series 2007C Bonds are outstanding, the City shall
not issue or attempt to issue any bonds claimed to be entitled to a priority of lien on Net
Revenues over the lien securing the Series 2007C Bonds and the Parity Bonds. The City
reserves the right to issue additional bonds to finance or pay the cost of making any future
extensions, betterments or improvements to the System, or to refund bonds issued for such
purposes, but the City shall not authorize or issue any such additional bonds ranking on a parity
with the Series 2007C Bonds and the Parity Bonds unless and until there have been procured and
filed with the City Clerk and the Trustee a statement by an Accountant reciting the opinion,
based upon necessary investigation, that the Net Revenues of the System for the fiscal year
immediately preceding the fiscal year in which it is proposed to issue such additional bonds shall
equal not less than 120% of the average annual principal and interest requirements on all the then
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4837 - 6962 - 7393.2
outstanding System Bonds and the additional bonds then proposed to be issued. The term "Net
Revenues" means gross System revenues less operation and maintenance expenses other than
depreciation, interest and amortization of deferred bond discount expenses, determined in
accordance with generally accepted accounting principles. In making the computation set forth
above, the City, and the Accountant on behalf of the City, may, based upon the opinion or report
of a registered professional engineer not in the regular employ of the City, treat any increase in
rates for the System enacted subsequent to the first day of such preceding fiscal year as having
been in effect during or throughout such fiscal year and may include in gross System revenues
for such fiscal year the amount that would have been received, based on such opinion or report,
had the increase been in effect during or throughout such fiscal year.
Section 17. The City covenants and agrees that it will maintain the System in good
condition and operate the same in an efficient manner and at reasonable cost. While any of the
Series 2007C Bonds are outstanding, the City agrees that it will insure and at all times keep
insured, in the amount of the full insurable value thereof, in a responsible insurance company or
companies selected by the Committee and authorized and qualified under the laws of the State to
assume the risk thereof, all aboveground structures of the System, to the extent that such
structures would be covered by insurance by private companies engaged in similar types of
businesses, against loss or damage thereto from fire, lightning, tornados, winds, riot, strike, civil
commotion, malicious damage, explosion and against any other loss or damage from any other
causes customarily insured against by private companies engaged in similar types of business.
The insurance policies are to carry a clause making them payable to the Committee and the
Trustee as their interests may appear, and satisfactory evidence of said insurance shall be filed
with the Trustee. In the event of loss, the proceeds of such insurance shall be applied solely
toward the reconstruction, replacement or repair of the System, and in such event the City will,
with reasonable promptness, cause to be commenced and completed the reconstruction,
replacement and repair work. If such proceeds are more than sufficient for such purposes, the
balance remaining shall be deposited to the credit of the Revenue Fund, and if such proceeds
shall be insufficient for such purposes, the deficiency shall be supplied first from moneys in the
Depreciation Fund, second from moneys in the Operation and Maintenance Fund, and third from
surplus moneys in the Revenue Fund. Nothing shall be construed as requiring the City to expend
any moneys for operation and maintenance of the System or for premiums on its insurance which
are derived from sources other than the operation of the System, but nothing shall be construed
as preventing the City from doing so.
Section 18. The Series 2007C Bonds shall be subject to redemption prior to maturity
in accordance with the terms set out in the Series 2007C Bond form. The City may acquire
Series 2007C Bonds by purchase at a price not in excess of par plus accrued interest, inclusive
of brokerage fees, and surrender to the Trustee any Series 2007C Bonds so acquired, in
exchange for which the City shall receive a credit under this Ordinance in an amount equal to
the principal amount of the Series 2007C Bonds so acquired and surrendered, for and of the then
next date for mandatory sinking fund redemption of Series 2007C Bonds of the same maturity.
Section 19. The Committee will keep proper books of accounts and records (separate
from all other records and accounts of the City) in which complete and correct entries shall be
made of all transactions relating to the operation of the System, and such books shall be
available for inspection by the Trustee and any registered owner of any of the Series 2007C
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4837 - 6962- 7393.2
Bonds at reasonable times and under reasonable circumstances. The City and the Committee
agree to have these records audited by an Accountant at least once each year, and a copy of the
audit shall be delivered to the Trustee and made available to interested registered owners
requesting the same in writing. In the event that the City or the Committee fail or refuse to
make the audit, the Trustee, or any registered owner of the Series 2007C Bonds, may have the
audit made, and the cost thereof shall be charged against the Operation and Maintenance Fund.
Section 20. Any Series 2007C Bond shall be deemed to be paid within the meaning of
this Ordinance when payment of the principal of and interest on such Series 2007C Bond
(whether at maturity or upon redemption as provided herein, 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 by irrevocably depositing with the Trustee, in trust and irrevocably set aside
exclusively for such payment (1) cash sufficient to make such payment and /or (2) direct
obligations of (including obligations issued or held in book entry form on the books of) the
Department of the Treasury of the United States of America ( "Government Securities ")
(provided that such deposit will not affect the tax exempt status of the interest on any of the
Series 2007C Bonds or cause any of the Series 2007C Bonds to be classified as "arbitrage
bonds" within the meaning of Section 148 of the Code), maturing as to principal and interest in
such amounts and at such times as will provide sufficient moneys to make such payment, and all
necessary and proper fees, compensation and expenses of the Trustee shall have been paid or the
payment thereof provided for to the satisfaction of the Trustee.
On the payment of any such Series 2007C Bonds within the meaning of this Ordinance,
the Trustee shall hold in trust, for the benefit of the owners of such Series 2007C Bonds, all such
moneys and /or Government Securities.
When all the Series 2007C Bonds shall have been paid within the meaning of this
Ordinance, if the Trustee has been paid its fees and expenses and if any arbitrage rebate due the
United States Treasury has been paid or provided for to the satisfaction of the Trustee, the
Trustee shall take all appropriate action to cause (i) the pledge and lien of this Ordinance to be
discharged and cancelled, and (ii) all moneys held by it pursuant to this Ordinance and which are
not required for the payment of such Series 2007C Bonds to be paid over or delivered to or at the
direction of the City. In determining the sufficiency of the deposit of Government Securities,
there shall be considered the principal amount of such Government Securities and interest to be
earned thereon until the maturity of such Government Securities.
Section 21. If there be any default in the payment of the principal of or interest on any
of the Series 2007C Bonds, or if the City defaults in any 2007C Bond Fund requirement or in the
performance of any of the other covenants contained in this Ordinance and such failure continues
unremedied for thirty (30) days, or if the City declares bankruptcy or seeks relief from its
creditors under the provisions of any other similar state or federal law, the Trustee may, and
upon the written request of the registered owners of not less than 10% in principal amount of the
then outstanding Series 2007C Bonds, shall, by proper suit, compel the performance of the duties
of the officials of the City under the laws of Arkansas, subject to the rights of Insurer provided
for herein. And in the case of a default in the payment of the principal of and interest on any of
the Series 2007C Bonds, the Trustee may and upon written request of the registered owners of
not less than 10% in principal amount of the then outstanding Series 2007C Bonds, shall apply in
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4837 -6962- 7393.2
a proper action to a court of competent jurisdiction for the appointment of a receiver to
administer the System on behalf of the City and the registered owners of the Series 2007C Bonds
with power to charge and collect (or by mandatory injunction or otherwise to cause to be charged
and collected) rates sufficient to provide for the payment of the expenses of operation,
maintenance and repair and to pay any Series 2007C Bonds and interest outstanding and to apply
the System revenues in conformity with the laws of Arkansas and with this Ordinance, subject to
the rights of Insurer provided for herein. When all defaults in principal and interest payments
have been cured, the custody and operation of the System shall revert to the City.
No registered owner of any of the outstanding Series 2007C Bonds shall have any right to
institute any suit, action, mandamus or other proceeding in equity or at law for the protection or
enforcement of any power or right unless such owner previously shall have given to the Trustee
written notice of the default on account of which such suit, action or proceeding is to be taken,
and unless the registered owners of not less than 10% in principal amount of the Series 2007C
Bonds then outstanding shall have made written request of the Trustee after the right to exercise
such power or right of action, as the case may be, shall have accrued, and shall have afforded the
Trustee a reasonable opportunity either to proceed to exercise the powers granted to the Trustee,
or to institute such action, suit or proceeding in its name, and unless, also, there shall have been
offered to the Trustee reasonable security and indemnity against the costs, expenses and
liabilities to be incurred therein or thereby and the Trustee shall have refused or neglected to
comply with such request within a reasonable time. Such notification, request and offer of
indemnity are, at the option of the Trustee, conditions precedent to the execution of any remedy.
No one or more registered owners of the Series 2007C Bonds shall have any right in any manner
whatever by his or their action to affect, disturb or prejudice the security of this Ordinance, or to
enforce any right hereunder except in the manner herein described. All proceedings at law or in
equity shall be instituted, had and maintained in the manner herein described and for the benefit
of all registered owners of the outstanding Series 2007C Bonds.
No remedy conferred upon or reserved to the Trustee or to the registered owners of the
Series 2007C Bonds is intended to be exclusive of any other remedy or remedies, and every such
remedy shall be cumulative and shall be in addition to every other remedy given under this
Ordinance or by law.
Subject to the rights of the Insurer provided for herein, the Trustee may, and upon the
written request of the registered owners of not less than 50% in principal amount of the Series
2007C Bonds then outstanding shall, waive any default which shall have been remedied before
the entry of final judgment or decree in any suit, action or proceeding instituted under the
provisions of this Ordinance or before the completion of the enforcement of any other remedy,
but no such waiver shall extend to or affect any other existing or any subsequent default or
defaults or impair any rights or remedies consequent thereon.
All rights of action under this Ordinance or under any of the Series 2007C Bonds,
enforceable by the Trustee, may be enforced by it without the possession of any of the Series
2007C Bonds, and any such suit, action or proceeding instituted by the Trustee shall be brought
in its name for the benefit of all the registered owners of such Series 2007C Bonds, subject to
the provisions of this Ordinance.
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4837 -6962- 7393.2
No delay or omission of the Trustee or of any registered owners of the Series 2007C
Bonds to exercise any right or power accrued upon any default shall impair any such right or
power or shall be construed to be a waiver of any such default or an acquiescence therein; and
every power and remedy given by this ordinance to the Trustee and to the registered owners of
the Series 2007C Bonds, respectively, may be exercised from time to time and as often as may
be deemed expedient.
In any proceeding in which any plaintiff bondholder prevails to enforce the provisions of
this Ordinance, such plaintiff bondholder shall be entitled to recover from the City all costs of
such proceeding, including reasonable attorneys' fees.
Section 22. (a) The terms of this Ordinance shall constitute a contract between the
City and the registered owners of the Series 2007C Bonds and no variation or change in the
undertaking herein set forth shall be made while any of the Series 2007C Bonds are outstanding,
except as hereinafter set forth in subsections (b) and (c).
(b) Subject to the rights of the Insurer provided for herein, the Trustee may consent to
any variation or change in this Ordinance without the consent of the owners of the outstanding
Series 2007C Bonds (a) in connection with the issuance of additional parity bonds under this
Ordinance, (b) in order to cure any ambiguity, defect or omission herein or to correct or
supplement any defective or inconsistent provisions contained herein as the City may deem
necessary or desirable and not inconsistent herewith, or (c) in order to make any other variation
or change which the Trustee determines shall not adversely affect the interests of the owners of
the Series 2007C Bonds.
(c) Subject to the rights of the Insurer provided for herein, the owners of not less
than 75% in aggregate principal amount of the Series 2007C Bonds then outstanding shall have
the right, from time to time, anything contained in this ordinance to the contrary notwithstanding,
to consent to and approve the adoption by the City of such ordinance supplemental hereto as
shall be necessary or desirable for the purpose of modifying, altering, amending, adding to or
rescinding, in any particular, any of the terms or provisions contained in this Ordinance or in any
supplemental ordinance; provided, however, that nothing contained in this Section 22 shall
permit or be construed as permitting (a) an extension of the maturity of the principal of or the
interest on any Series 2007C Bond, or (b) a reduction in the principal amount of any Series
20070 Bond or the rate of interest thereon, or (c) the creation of a lien or pledge superior to the
lien and pledge created by this Ordinance, or (d) a privilege or priority of any Series 2007C Bond
or Bonds over any other Series 2007C Bond or Bonds, or (e) a reduction in the aggregate
principal amount of the Series 2007C Bonds required for consent to such supplemental
ordinance.
Section 23. When the Series 2007C Bonds have been executed and sealed as herein
provided, they shall be authenticated by the Trustee, and the Trustee shall deliver the Series
2007C Bonds to the Purchasers upon payment in cash of the Purchase Price. The accrued
interest thereon shall be remitted to the City for deposit into the 2007C Bond Fund. The
expenses of issuing the Series 2007C Bonds and the premiums for the Bond Insurance Policy
and the Reserve Policy, as set forth in the delivery instructions to the Trustee signed by the
Mayor and City Clerk, shall also be paid from the Purchase Price (the "Delivery Instructions ").
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The remainder of the Purchase Price shall be remitted to the City for deposit into an account of
the City heretofore created and designated "Little Rock Wastewater Construction Fund"
( "Construction Fund "). The moneys deposited into the Construction Fund, including earnings
thereon, shall be disbursed in payment of the costs of accomplishing the Improvements, paying
necessary expenses incidental thereto, paying interest on the Series 2007C Bonds, and paying
expenses of issuing the Series 2007C Bonds. Disbursements shall be on the basis of checks
which shall contain at least the following information: the person to whom payment is being
made; the amount of the payment; and the purpose by general classification of the payment.
Each check must be signed by the CEO or Finance Director of Little Rock Wastewater. The
Committee shall be required to keep accurate records of all payments made on the basis of
checks.
Section 24. In the event any of the offices of Mayor, City Clerk, Chief Executive
Officer, Committee or Board of Directors shall be abolished, or any two or more of such offices
shall be merged or consolidated, or in the event the duties of a particular office shall be
transferred to another office or officer, or in the event of a vacancy in any such office by reason
of death, resignation, removal from office or otherwise, or in the event any such officer shall
become incapable of performing the duties of his office by reason of sickness, absence from the
City or otherwise, all powers conferred and all obligations and duties imposed upon such office
or officer shall be performed by the office or officer succeeding to the principal functions
thereof, or by the office or officer upon whom such powers, obligations and duties shall be
imposed by law.
So long as the System is under the control of the Committee, performance by the
Committee of any obligation of the City hereunder shall be deemed performance by the City.
The Committee presently consists of James R. Pender, Dale J. Wintroath, Andrew L. Harper and
Charles G. Goss.
Section 25. (a) The City covenants that it shall not take any action or suffer or
permit any action to be taken or conditions to exist which causes or may cause the interest
payable on the Series 2007C Bonds to be included in gross income for federal income tax
purposes. Without limiting the generality of the foregoing, the City covenants that the proceeds
of the sale of the Series 2007C Bonds and System revenues will not be used directly or indirectly
in such manner as to cause the Series 2007C Bonds to be treated as "arbitrage bonds" within the
meaning of Section 148 of the Code.
(b) The City shall assure that (i) not in excess of 10% of the Net Proceeds of the
Series 2007C Bonds is used for Private Business Use if, in addition, the payment of more than
10% of the principal or 10% of the interest due on the Series 2007C Bonds during the term
thereof is, under the terms of the bonds or any underlying arrangement, directly or indirectly
secured by any interest in property used or to be used for a Private Business Use or in payments
in respect of, property used or to be used for a Private Business Use or is to be derived from
payments, whether or not to the City, in respect of property or borrowed moneys used or to be
used for a Private Business Use; and (ii) that, in the event that both (A) in excess of 5% of the
Net Proceeds of the Series 2007C Bonds are used for a Private Business Use, and (B) an amount
in excess of 5% of the principal or 5% of the interest due on the Series 2007C Bonds during the
term thereof is, under the terms of the Series 2007C Bonds or any underlying arrangement,
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directly or indirectly, secured by any interest in property used or to be used for said Private
Business Use or in payments in respect of property used or to be used for said Private Business
Use or is to be derived from payments, whether or not to the City, in respect of property or
borrowed money used or to he used for said Private Business Use, then said excess over said 5%
of Net Proceeds of the Series 2007C Bonds used for a Private Business Use shall be used for a
Private Business Use related to the governmental use of the Improvements.
The City shall assure that not in excess of 5% of the Net Proceeds of the Series 2007C
Bonds are used, directly or indirectly, to make or finance a loan to persons other than state or
local governmental units.
As used in this subsection (b), the following terms shall have the following meanings:
"Net Proceeds" means the face amount of the Series 2007C Bonds, plus accrued interest
and premium, if any, less original issue discount, if any, less any amounts deposited into the
Debt Service Reserve from Series 2007C Bond proceeds.
"Private Business Use" means use directly or indirectly in a trade or business carried on
by a natural person or in any activity carried on by a person other than a natural person,
excluding, however, use by a state or local governmental unit and use as a member of the general
public.
(e) The City covenants that it will take no action which would cause the Series 2007C
Bonds to be "federally guaranteed" within the meaning of Section 149(b) of the Code. Nothing
in this Section shall prohibit investments in bonds issued by the United States Treasury.
(d) The City covenants that it will submit to the Secretary of the Treasury of the
United States, not later than the 15th day of the second calendar month after the close of the
calendar quarter in which the Series 2007C Bonds are issued, the statement required by Section
149(e) of the Code.
(e) The City covenants that it will not reimburse itself from proceeds of the Series
2007C Bonds for costs paid prior to the date the Series 2007C Bonds are issued except in
compliance with United States Treasury Regulation Section 1.150 -2 (the "Regulation "). This
Ordinance shall constitute an "official intent" for the purpose of the Regulation.
(f) The City covenants that it will, in compliance with the requirements of Section
148(f) of the Code, pay with moneys in the 2007C Bond Fund to the United States Government
in accordance with the requirements of Section 148(f) of the Code, from time to time, an amount
equal to the sum of (1) the excess of (A) the amount earned on all Non - purpose Investments (as
therein defined) attributable to the Series 2007C Bonds, other than investments attributable to
such excess, over (B) the amount which would have been earned if such Non - purpose
Investments attributable to the Series 2007C Bonds were invested at a rate equal to the Yield (as
defined in the Code) on the Series 2007C Bonds, plus (2) any income attributable to the excess
described in (1), subject to the exceptions set forth in Section 148 of the Code. The City further
covenants that in order to assure compliance with its covenants herein, it will employ a qualified
consultant to advise the City in making the determination required to comply with this subsection
(f). Anything herein to the contrary notwithstanding, this provision may be modified or
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rescinded if in the opinion of Bond Counsel such modification or rescission will not affect the
tax - exempt status of the Series 2007C Bonds for federal income tax purposes.
Section 26. The Trustee shall only be responsible for the exercise of good faith and
reasonable prudence in the execution of its trust. The recitals in this Ordinance and on the face
of the Series 2007C Bonds are the recitals of the City and not of the Trustee. The Trustee shall
not be required to take any action as Trustee unless it shall have been requested to do so in
writing by the owners of not less than 10% in principal amount of the Series 2007C Bonds then
outstanding, or the Insurer as provided herein, and shall have been offered reasonable security
and indemnity against the costs, expenses and liabilities to be incurred therein or thereby. The
Trustee may resign at any time by sixty (60) days' notice in writing to the City Clerk, to the
registered owners of the Series 2007C Bonds, the Insurer, and the City or the majority in value of
the registered owners of the outstanding Series 2007C Bonds at any time, with or without cause,
subject to the rights of the Insurer provided for herein, may remove the Trustee. In the event of a
vacancy in the office of Trustee, either by resignation or by removal, the City shall (subject to
the rights of the Insurer provided for herein) appoint a new Trustee, such appointment to be
evidenced by a written instrument or instruments filed with the City Clerk. Every successor
Trustee appointed pursuant to this Section 26 shall be a trust company or bank in good standing,
duly authorized to exercise trust powers and subject to examination by federal or state authority.
The original Trustee and any successor Trustee shall file a written acceptance and agreement to
execute the trust imposed upon it or them by this Ordinance, but only upon the terms and
conditions set forth in this Ordinance and subject to the provisions of this Ordinance, to all of
which the respective owners of the Series 2007C Bonds agree. Such written acceptance shall be
filed with the City Clerk and a copy thereof shall be placed in the bond transcript. Any successor
Trustee shall have all the powers herein granted to the original Trustee. The Trustee's
resignation shall become effective upon the acceptance of the trusts by the successor Trustee.
Section 27. (a) Moneys held for the credit of the 2007C Bond Fund shall be
continuously invested and reinvested pursuant to the direction of the Committee in Eligible
Investments, all of which shall mature, or which shall be subject to redemption by the holder
thereof, at the option of such holder, not later than the payment date for interest or principal and
interest on the Series 2007C Bonds.
(b) Moneys held for the credit of the Debt Service Reserve shall be invested and
reinvested at the direction of the Committee in the Reserve Policy or other Eligible Investments
which shall mature, or which shall be subject to redemption by the holder thereof, at the option
of such holder, not later than seven (7) years after the date of investment or the final maturity
date of the Series 2007C Bonds, whichever is earlier.
(c) Moneys held for the credit of any other fund shall be continuously invested and
reinvested pursuant to the direction of the Committee in Eligible Investments, which shall
mature, or which shall be subject to redemption by the holder thereof, at the option of such
holder, not later than the date or dates when the moneys held for the credit of the particular fund
will be required for purposes intended.
(d) "Eligible Investments" means the Reserve Policy and any of the securities that are
at the time legal for investment of City funds pursuant to a Resolution of the City adopted May
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15, 2007, and Arkansas Code Annotated (1999 Supp.) §14 -58 -309, as each may be amended
from time to time. At September 18 , 2007, "Eligible Investments" include:
(1) U.S. Treasury obligations which carry the full faith and credit
guarantee of the United States government and are considered to be the most
secure investments available;
(2) U.S. government agency obligations and U.S. government
instrumentality obligations, which have a liquid market with a readily
determinable market value;
(3) Certificates of deposit and other evidences of deposit at financial
institutions;
(4) Commercial paper, rated in the highest tier (e.g., A -1, P -1, F -1, D-
1 or higher) by a nationally recognized rating agency;
(5) Investment -grade obligations of state, provincial and local
governments and public authorities;
(6) Money market mutual funds regulated by the Securities and
Exchange Commission and whose portfolios consist only of dollar- denominated
securities; and
(7) Local government investment pools either State - administered or
developed through joint powers statutes and other intergovernmental agreement
legislation.
(e) Obligations so purchased as an investment of moneys in any fund shall be
deemed at all times to be a part of such fund and the interest accruing thereon and any profit
realized from such investments shall be credited to such fund, and any loss resulting from such
investment shall be charged to such fund, except that interest earnings and profits on investments
of moneys in the Debt Service Reserve which increase the amount thereof above the Required
Level shall to the extent of any such excess be transferred from time to time into the 2007C Bond
Fund.
(f) Moneys so invested in Government Securities or in certificates of deposit of
banks to the extent insured by FDIC, need not be secured by the depository bank or banks.
(g) All investments and deposits shall have a par value (or market value when less
than par), exclusive of accrued interest, at all times at least equal to the amount of money
credited to such funds and shall be made in such a manner that the money required to be
expended from any fund will be available at the proper time or times.
(h) Investments of moneys in all funds 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 par or face
principal amount.
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(i) The City covenants that it will make all arbitrage rebate payments to the United
States in accordance with Section 148(f) of the Code.
Section 28. It is covenanted and agreed by the City with the registered owners of the
Series 2007C Bonds, or any of them, that the City and the Committee will faithfully and
punctually perform all duties with reference to the System required by the Constitution and laws
of the State, including the charging and collecting of reasonable and sufficient rates lawfully
established for services rendered by the System, the segregating of System revenues as herein
required, and the applying of System revenues to the respective funds herein created or referred
to.
Section 29. The City covenants that it will not sell or lease the System, or any
substantial portion thereof; provided, however, that nothing herein shall be construed to prohibit
the City from making such dispositions of properties of the System and such replacements and
substitutions for properties of the System as shall be necessary or incidental to the efficient
operation of the System as a revenue - producing undertaking. All revenues derived from such
dispositions shall be deposited into the Revenue Fund.
Section 30. Provisions Relating to Bond Insurance. (a) Notwithstanding any provision
to the contrary contained in this Ordinance, so long as the Bond Insurance Policy remains in full
force and effect (or any amounts are owed to the Insurer in connection therewith), the provisions
of this Section 30 shall control where applicable.
(b) When used in this Ordinance, "Bond Insurance Policy" shall mean the insurance
policy issued by the Insurer guaranteeing the scheduled payment of principal of and interest on
the Series 2007C Bonds when due.
(c) When used in this Ordinance, "Insurer" shall mean Financial Security Assurance
Inc., a New York stock insurance company, or any successor thereto or assignee thereof.
(d) The prior written consent of the Insurer shall be a condition precedent to the
deposit of any credit instrument provided in lieu of a cash deposit into the Debt Service Reserve.
Notwithstanding anything to the contrary set forth in this Ordinance, amounts on deposit in the
Debt Service Reserve shall be applied solely to the payment of debt service on the Series 2007C
Bonds.
(e) The Insurer shall be deemed to be the sole holder of the Series 2007C Bonds for
the purpose of exercising any voting right or privilege or giving any consent or direction or
taking any other action that the holders of the Series 2007C Bonds are entitled to take pursuant to
the provisions of this Ordinance pertaining to (i) defaults and remedies and (ii) the duties and
obligations of the Trustee.
(f) The maturity of the Series 2007C Bonds shall not be accelerated without the
consent of the Insurer. In the event the maturity of the Series 2007C Bonds is accelerated, the
Insurer may elect, in its sole discretion, to pay accelerated principal and interest accrued on such
principal to the date of acceleration (to the extent unpaid by the City) and the Trustee shall be
required to accept such amounts. Upon payment of such accelerated principal and interest
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accrued to the acceleration date as provided above, the Insurer's obligations under the Bond
Insurance Policy with respect to the Series 2007C Bonds shall be fully discharged.
(g) No grace period for a covenant default under this Ordinance shall exceed thirty
(30) days or be extended for more than sixty (60) days without the prior written consent of the
Insurer. No grace period shall be permitted for payment defaults hereunder.
(h) The Insurer shall be deemed to be a third party beneficiary to this Ordinance.
(i) Upon the occurrence of an optional redemption of the Series 2007C Bonds in part,
the selection by the City of Series 2007C Bonds to be redeemed shall be subject to the approval
of the Insurer. The exercise of any provision of this Ordinance that permits the purchase of the
Series 2007C Bonds in lieu of redemption shall require the prior written approval of the Insurer
if any Series 2007C Bond so purchased is not cancelled upon such purchase.
0) Any amendment, supplement, modification to, or waiver of this Ordinance that
requires the consent of the registered owners of the Series 2007C Bonds or adversely affects the
rights and interests of the Insurer shall be subject to the prior written consent of the Insurer.
(k) Unless the Insurer otherwise directs, upon the occurrence and continuance of a
default hereunder, or an event which with notice or lapse of time would constitute a default
hereunder, any unspent proceeds of the Series 2007C Bonds shall not be disbursed, but shall
instead be applied to the payment of debt service or the redemption price of the Series 2007C
Bonds.
(1) The rights granted to the Insurer under this Ordinance to request, consent to or
direct any action are rights granted to the Insurer in consideration of its issuance of the Bond
Insurance Policy. Any exercise by the Insurer of such rights is merely an exercise of the
Insurer's contractual rights and shall not be construed or deemed to be taken for the benefit, or
on behalf of, the registered owners of the Series 2007C Bonds, and such action does not evidence
any position of the Insurer, affirmative or negative, as to whether the consent of the registered
owners of the Series 2007C Bonds or any other person is required in addition to the consent of
the Insurer.
(m) Only (1) cash, (2) non - callable direct obligations of the United States of America
( "Treasuries "), (3) evidences of ownership of proportionate interests in future interest and
principal payments on Treasuries held by a bank or trust company as custodian, under which
the owner of the investment is the real party in interest and has the right to proceed directly and
individually against the obligor and the underlying Treasuries are not available to any
person claiming through the custodian or to whom the custodian may be obligated, (4) subject to the
prior written consent of the Insurer, pre - refunded municipal obligations rated "AAA" and "Aaa" by
S &P and Moody's, respectively, or (5) subject to the prior written consent of the Insurer,
securities eligible for "AAA" defeasance under then existing criteria of S & P or any combination
thereof, shall be used to effect defeasance of the Series 2007C Bonds pursuant to Section 20 of this
Ordinance unless the Insurer otherwise approves. To accomplish such defeasance, the City shall
cause to be delivered (i) a report of an independent firm of nationally recognized certified public
accountants or such other accountant as shall be acceptable to the Insurer ( "Accountant ") verifying the
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sufficiency of the escrow established to pay the Series 2007C Bonds in full on the maturity or
redemption date ( "Verification "), (ii) an Escrow Deposit Agreement (which shall be acceptable in
form and substance to the Insurer), (iii) an opinion of nationally recognized bond counsel to the
effect that the Series 2007C Bonds are no longer "Outstanding" under this Ordinance and (iv) a
certificate of discharge of the Trustee with respect to the Series 2007C Bonds. Each Verification and
defeasance opinion shall be acceptable in form and substance, and addressed, to the City, the
Trustee and the Insurer. The Insurer shall be provided with final drafts of the above -
referenced documentation not less than five (5) business days prior to the funding of the escrow. The
Series 2007C Bonds shall be deemed "Outstanding" under this Ordinance unless and until they are in
fact paid and retired or the above criteria are met.
(n) Amounts paid by the Insurer under the Bond Insurance Policy shall not be deemed
paid for purposes of this Ordinance, and the Series 2007C Bonds relating to such payments shall
remain Outstanding and continue to be due and owing until paid by the City in accordance with
this Ordinance. This Ordinance shall not be discharged unless all amounts due or to become due to
the Insurer have been paid in full or duly provided for.
(o) Each of the City and the Trustee covenant and agree to take such action (including, as
applicable, filing of UCC financing statements and continuations thereof) as is necessary from time
to time to preserve the priority of the pledge of the Trust Estate under applicable law.
(p) (i) If, on the third business day prior to the related scheduled interest payment
date or principal payment date with respect to the Series 2007C Bonds ( "Payment Date ") there is
not on deposit with the Trustee, after making all transfers and deposits required under this Ordinance,
moneys sufficient to pay the principal of and interest on the Series 2007C Bonds due on such
Payment Date, the Trustee shall give notice to the Insurer and to its designated agent (if any) (the
"Insurer's Fiscal Agent ") by telephone or telecopy of the amount of such deficiency by 12:00
noon, New York City time, on such business day. If, on the second business day prior to the
related Payment Date, there continues to be a deficiency in the amount available to pay the
principal of and interest on the Series 2007C Bonds due on such Payment Date, the Trustee shall
make a claim under the Insurance Policy and give notice to the Insurer and the Insurer's Fiscal Agent (if
any) by telephone of the amount of such deficiency, and the allocation of such deficiency between
the amount required to pay interest on the Series 2007C Bonds and the amount required to pay
principal of the Series 2007C Bonds, confirmed in writing to the Insurer and the Insurer's Fiscal
Agent by 12:00 noon, New York City time, on such second Business Day by filling in the form of
Notice of Claim and Certificate delivered with the Bond Insurance Policy.
(ii) The Trustee shall designate any portion of payment of principal on the
Series 2007C Bonds paid by the Insurer, whether by virtue of mandatory sinking fund
redemption, maturity or other advancement of maturity, on its books as a reduction in the
principal amount of Series 2007C Bonds registered to the then current registered owner,
whether DTC or its nominee or otherwise, and shall issue a replacement Series 2007C
Bond to the Insurer, registered in the name of Financial Security Assurance Inc., in a
principal amount equal to the amount of principal so paid (without regard to authorized
denominations): provided that the Trustee's failure to so designate any payment or issue any
replacement Series 2007C Bond shall have no effect on the amount of principal or interest
payable by the Issuer on any Series 2007C Bond or the subrogation rights of the Insurer.
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(iii) The Trustee shall keep a complete and accurate record of all funds
deposited by the Insurer into the Policy Payments Account (defined below) and the
allocation of such funds to payment of interest on and principal of any Series 2007C Bond.
The Insurer shall have the right to inspect such records at reasonable times upon reasonable
notice to the Trustee.
(iv) Upon payment of a claim under the Bond Insurance Policy, the Trustee
shall establish a separate special purpose trust account for the benefit of the registered
owners of the Series 2007C Bonds referred to herein as the 'Policy Payments Account" and
over which the Trustee shall have exclusive control and sole right of withdrawal. The
Trustee shall receive any amount paid under the Bond Insurance Policy in trust on behalf
of the registered owners of the Series 2007C Bonds and shall deposit any such amount in
the Policy Payments Account and distribute such amount only for purposes of making the
payments for which a claim was made. Such amounts shall be disbursed by the Trustee
to the registered owners of the Series 2007C Bonds in the same manner as principal and
interest payments are to be made with respect to the Series 2007C Bonds under the
sections hereof regarding payment of the Series 2007C Bonds. It shall not be necessary
for such payments to be made by checks or wire transfers separate from the
check or wire transfer used to pay debt service with other funds available to make such
payments. Notwithstanding anything herein to the contrary, the City agrees to pay to the
Insurer (1) a sum equal to the total of all amounts paid by the Insurer under the Bond
Insurance Policy (the "Insurer Advances "); and (2) interest on such Insurer Advances from the
date paid by the Insurer until payment thereof in full, payable to the Insurer at the Late
Payment Rate per annum (collectively, the "Insurer Reimbursement Amounts "). "Late
Payment Rate" means the lesser of (a) the greater of (i) the per annum rate of interest,
publicly announced from time to time by JPMorgan Chase Bank at its principal office in
The City of New York, as its prime or base lending rate (any change in such rate of
interest to be effective on the date such change is announced by JPMorgan Chase Bank)
plus 3 %, and (ii) the then applicable highest rate of interest on the Series 2007C Bonds and (b)
the maximum rate permissible under applicable usury or similar laws limiting interest
rates. The Late Payment Rate shall be computed on the basis of the actual number of days
elapsed over a year of 360 days. The City hereby covenants and agrees that the Insurer
Reimbursement Amounts are secured by a lien on and pledge of the Net Revenues and payable
from such Net Revenues on a parity with debt service due on the Series 2007C Bonds.
(v) Funds held in the Policy Payments Account shall not be invested by the
Trustee and may not be applied to satisfy any costs, expenses or liabilities of the Trustee.
Any funds remaining in the Policy Payments Account following a Payment Date shall
promptly be remitted to the Insurer.
(q) The Insurer shall, to the extent it makes any payment of principal of or interest on
the Series 2007C Bonds, become subrogated to the rights of the recipients of such payments in
accordance with the terms of the Bond Insurance Policy. Each obligation of the City to the Insurer
hereunder shall survive discharge or termination this Ordinance.
(r) The City shall pay or reimburse the Insurer any and all charges, fees, costs and
expenses that the Insurer may reasonably pay or incur in connection with (i) the
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administration, enforcement, defense or preservation of any rights or security hereunder; (ii) the
pursuit of any remedies under this Ordinance or otherwise afforded by law or equity; (iii) any
amendment, waiver or other action with respect to, or related to, this Ordinance whether or not
executed or completed; or (iv) any litigation or other dispute in connection with the Ordinance or
the transactions contemplated thereby, other than costs resulting from the failure of the Insurer to
honor its obligations under the Bond Insurance Policy. The Insurer reserves the right to charge a
reasonable fee as a condition to executing any amendment, waiver or consent proposed in respect
of this Ordinance.
(s) After payment of reasonable expenses of the Trustee, the application of funds
realized upon default shall be applied to the payment of expenses of the City or rebate only after the
payment of past due and current debt service on the Series 2007C Bonds and amounts required to
restore the Debt Service Reserve to the Required Level.
(t) The Insurer shall be entitled to pay principal or interest on the Series 2007C
Bonds that shall become Due for Payment but shall be unpaid by reason of Nonpayment by the City
(as such terms are defined in the Insurance Policy) and any amounts due on the Series 2007C Bonds
as a result of acceleration of the maturity thereof in accordance with this Ordinance, whether or not
the Insurer has received a Notice of Nonpayment (as such terms are defined in the Bond Insurance
Policy) or a claim upon the Bond Insurance Policy.
(u) The notice address of the Insurer is: Financial Security Assurance Inc., 31
West 52nd Street, New York, New York 10019, Attention: Managing Director - Surveillance, Re:
Policy No. , Telephone: (212) 826 -0100; Telecopier: (212) 339 -3556. In each case in
which notice or other communication refers to a default, then a copy of such notice or other
communication shall also be sent to the attention of the General Counsel and shall be marked to
indicate "URGENT MATERIAL ENCLOSED."
(v) The Insurer shall be provided with the following information by the City or the
Trustee, as the case may be:
(i) Annual audited financial statements of the System within 150 days after
the end of the City's fiscal year (together with a certification of the City that it is not aware of
any default under the Ordinance), and the System's annual budget within 30 days
after the approval thereof, together with such other information, data or reports as the Insurer
shall reasonably request from time to time;
(ii) Notice of any draw upon the Debt Service Reserve within two business days
after knowledge thereof other than (i) withdrawals of amounts in excess of the Required
Level and (ii) withdrawals in connection with a refunding of the Series 2007C Bonds;
(iii) Notice of any default known to the Trustee or the City within five business
days after knowledge thereof,
(iv) Prior notice of the advance refunding or redemption of any of the Series
2007C Bonds, including the principal amount, maturities and CUSIP numbers thereof,
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(v) Notice of the resignation or removal of the Trustee and the appointment of,
and acceptance of duties by, any successor thereto:
(vi) Notice of the commencement of any proceeding by or against the City
commenced under the United States Bankruptcy Code or any other applicable bankruptcy,
insolvency, receivership, rehabilitation or similar law (an "Insolvency Proceeding ");
(vii) Notice of the making of any claim in connection with any Insolvency
Proceeding seeking the avoidance as a preferential transfer of any payment of principal of,
or interest on, the Series 2007C Bonds;
(viii) A full original transcript of all proceedings relating to the execution of any
amendment, supplement, or waiver to this Ordinance; and
(ix) All reports, notices and correspondence to be delivered to the registered
owners of the Series 2007C Bonds under the terms of this Ordinance.
(w) Notwithstanding satisfaction of the other conditions to the issuance of Additional
Bonds set forth in this Ordinance, no such issuance may occur (1) if a default (or any event which,
once all notice or grace periods have passed, would constitute a default) exists unless such default shall
be cured upon such issuance, and (2) unless the Debt Service Reserve is fully funded at the Required
Level (including the proposed issue) upon the issuance of such Additional Bonds, in either case
unless otherwise permitted by the Insurer.
(x) In determining whether any amendment, consent, waiver or other action to be taken,
or any failure to take action, under this Ordinance would adversely affect the security for the Series
2007C Bonds or the rights of the registered owners of the Series 2007C Bonds, the Trustee shall
consider the effect of any such amendment, consent, waiver, action or inaction as if there were no
Bond Insurance Policy.
(y) No contract shall be entered into or any action taken by which the rights of the
Insurer or security for or sources of payment of the Series 2007C Bonds may be impaired or
prejudiced in any material respect except upon obtaining the prior written consent of the Insurer.
Section 31. (a) Notwithstanding any provision to the contrary contained in this
Ordinance, so long as the Reserve Policy remains in full force and effect (or any amounts are
owed to the Insurer in connection with the Reserve Policy or the Insurance Agreement), the
provisions of this Section 31 shall control where applicable.
(b) In connection with the issuance and delivery of the Reserve Policy, execution and
delivery of an Insurance Agreement by and between the City and the Insurer (the "Insurance
Agreement ") will be required. The Mayor is hereby authorized and directed to execute and
deliver the Insurance Agreement on behalf of the City in the form presented by the Insurer.
(c) The City shall repay any draws under the Reserve Policy and pay all related
reasonable expenses incurred by the Insurer. Interest shall accrue and be payable on such draws
and expenses from the date of payment by the Insurer at the Late Payment Rate. "Late Payment
Rate" means the lesser of (a) the greater of (i) the per annum rate of interest, publicly announced
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from time to time by JPMorgan Chase Bank at its principal office in the City of New York, as its
prime or base lending rate ( "Prime Rate ") (any change in such Prime Rate to be effective on the
date such change is announced by JPMorgan Chase Bank) plus 3 %, and (ii) the then applicable
highest rate of interest on the Series 2007C Bonds and (b) the maximum rate permissible under
applicable usury or similar laws limiting interest rates. The Late Payment Rate shall be
computed on the basis of the actual number of days elapsed over a year of 360 days. In the event
JPMorgan Chase Bank ceases to announce its Prime Rate publicly, Prime Rate shall be the
publicly announced prime or base lending rate of such national bank as the Insurer shall specify.
Repayment of draws and payment of expenses and accrued interest thereon at the Late Payment
Rate (collectively, "Policy Costs ") shall commence in the first month following each draw, and
each such monthly payment shall be in an amount at least equal to 1/12 of the aggregate of
Policy Costs related to such draw. Amounts in respect of Policy Costs paid to the Insurer shall
be credited first to interest due, then to the expenses due and then to principal due. As and to the
extent that payments are made to the Insurer on account of principal due, the coverage under the
Reserve Policy will be increased by a like amount, subject to the terms of the Reserve Policy.
(d) All cash and investments in the Debt Service Reserve established for the Series
2007C Bonds (the "Reserve Fund ") shall be transferred to the 2007C Bond Fund for payment of
debt service on Series 2007C Bonds before any drawing may be made on the Reserve Policy or
any other credit facility credited to the Reserve Fund in lieu of cash ( "Credit Facility "). Payment
of any Policy Costs shall be made prior to replenishment of any such cash amounts. Draws on
all Credit Facilities (including the Reserve Policy) on which there is available coverage shall be
made on a pro -rata basis (calculated by reference to the coverage then available thereunder) after
applying all available cash and investments in the Reserve Fund. Payment of Policy Costs and
reimbursement of amounts with respect to other Credit Facilities shall be made on a pro -rata
basis prior to replenishment of any cash drawn from the Reserve Fund.
(e) If the City shall fail to pay any Policy Costs in accordance with the requirements
of subsection (c) of this Section 31, the Insurer shall be entitled to exercise any and all legal and
equitable remedies available to it, including those provided under this Ordinance other than (i)
acceleration of the maturity of the Series 2007C Bonds or (ii) remedies which would adversely
affect the owners of the Series 2007C Bonds.
(f) This Ordinance shall not be discharged until all Policy Costs owing to the Insurer
shall have been paid in full. The City's obligation to pay such amounts shall expressly survive
payment in full of the Series 2007C Bonds.
(g) "Average annual principal and interest requirements" as used in the additional
bonds test in Section 16 of the Ordinance and in the rate covenant contained in Section 9 of the
Ordinance shall be deemed to include the dollar amount of Policy Costs then due and owing, if
any, at the time of calculation under either Section.
(h) The Trustee shall ascertain the necessity for a claim upon the Reserve Policy and
to provide notice to the Insurer in accordance with the terms of the Reserve Policy at least five
business days prior to each date upon which interest or principal is due on the Series 2007C
Bonds. The Trustee shall give notice to the Insurer of any failure of the City to make timely
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payment to it in full of the monthly deposits required by this Ordinance within two business days
of the applicable due date thereof.
Section 32. The requirements of Ordinance No. 15,249, as they may relate to the
authorization and sale of the Bonds, are hereby waived.
Section 33. The provisions of this Ordinance are hereby declared to be separable and
if any provision shall for any reason be held illegal or invalid, such holding shall not affect the
validity of the remainder of this Ordinance.
Section 34. All ordinances and resolutions or parts thereof, in conflict herewith are
hereby repealed to the extent of such conflict.
PASSED: September 18, 2007.
Mark Stodola, Mayor
4 - X9Z4-IjV
Na ki S. Blocker, Assistant City Clerk
For Nancy Wood, City Clerk
Approved as to form:
t U�' 4AA_ �-
Tom Carpenter, City Attorney
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