HomeMy WebLinkAboutOrdinance 5235 ORDINANCE NO, 5235
AN ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF NOT TO
EXCEED $8,500,000 OF WATER AND SEWER SYSTEM REVENUE
BONDS, SERIES 2009, BY THE CITY OF FAYETTEVILLE, ARKANSAS
FOR THE PURPOSE OF FINANCING IMPROVEMENTS TO THE CITY' S
WATER AND SEWER SYSTEM; AUTHORIZING THE EXECUTION AND
DELIVERY OF A SECOND SUPPLEMENTAL TRUST INDENTURE
PURSUANT TO WHICH THE SERIES 2009 BONDS WILL BE ISSUED AND
SECURED; AUTHORIZING THE EXECUTION AND DELIVERY OF AN
OFFICIAL STATEMENT PURSUANT TO WHICH THE SERIES 2009
BONDS WILL BE OFFERED; AUTHORIZING THE EXECUTION AND
DELIVERY OF A BOND PURCHASE AGREEMENT PROVIDING FOR THE
SALE OF THE SERIES 2009 BONDS; AUTHORIZING THE EXECUTION
AND DELIVERY OF A CONTINUING DISCLOSURE AGREEMENT; AND
PRESCRIBING OTHER MATTERS RELATING THERETO.
WHEREAS, the City of Fayetteville, Arkansas (the "City"), a city of the first class,
presently owns and operates a public water and sewer utility system (the "System") serving the
residents of the City and its environs; and
WHEREAS, the City is authorized and empowered under the provisions of the
Constitution and laws of the State of Arkansas, including particularly Amendment 65 to the
Constitution and Arkansas Code Annotated (1998 Repl. & 2005 Supp.) Sections 14- 164-401 et
seq. , Sections 14-234-201 et seq. and Sections 14-235-201 et seq. (collectively, and as from time
to time amended, the "Authorizing Legislation"), to issue and sell its water and sewer revenue
bonds and to expend the proceeds thereof to finance the costs of acquisition, construction,
equipping, improving, maintaining, operating and repairing the System; and
WHEREAS, pursuant to the provisions of Ordinance No. 4381 of the City, adopted and
approved on March 19, 2002, the City has previously issued its Water and Sewer System
Refunding Revenue Bonds, Series 2002A and Series 2002B (collectively, the "Series 2002
Bonds"), in the original principal amount of $9,270,000, for the purpose of refunding
outstanding bonds of the City previously issued to finance and refinance the cost of
improvements to the System; and
WHEREAS, pursuant to the provisions of Ordinance No. 4554 of the City, adopted and
approved on April 6, 2004, the City has previously issued its Water and Sewer System
Refunding Revenue Bonds, Series 2004 (the "Series 2004 Bonds"), in the original principal
amount of $6,090,000, for the purpose of refunding outstanding bonds of the City previously
issued to finance and refinance the cost of improvements to the System; and
WHEREAS, in accordance with the provisions of the Authorizing Legislation, the City
has determined to issue its Water and Sewer System Revenue Bonds, Series 2009 (the "Series
2009 Bonds"), in the aggregate principal amount of not to exceed $8,500,000 for the purpose of
(i) financing and reimbursing the costs of various improvements to the System, including, but not
limited to, the relocation, installation and upgrading of certain water distribution and sewer
collection lines and other related System components in conjunction with road construction
projects within the City (the "Project'), (ii) establishing a debt service reserve for the Series 2009
Bonds, (iii) paying the premium for bond insurance, if deemed economically beneficial, and (iv)
paying printing, underwriting, legal and other expenses incidental to the issuance of the Series
2009 Bonds; and
WHEREAS, an open public hearing on the question of the issuance of the Series 2009
Bonds has been held before the City Council of the City on April 21 , 2009, following publication
of notice thereof in the Northwest Arkansas Times on March 27, 2009; and
WHEREAS, the City has determined to issue and secure the Series 2009 Bonds on a
parity basis with its outstanding Series 2002 Bonds and Series 2004 Bonds pursuant to that
certain Trust Indenture dated as of May 1 , 2002, as amended and supplemented by that First
Supplemental Trust Indenture dated as of May 1 , 2004 (as amended and supplemented, the
"Original Indenture"), by and between the City and the Bank of Oklahoma, N.A., Tulsa,
Oklahoma, as trustee (the "Trustee"), as such Original Indenture may be amended and
supplemented pursuant to a Second Supplemental Trust Indenture (the "Second Supplemental
Indenture"), by and between the City and the Trustee, a form of which Second Supplemental
Indenture has been presented to and is before this meeting; and
WHEREAS, the City proposes to enter into a Bond Purchase Agreement (the "Bond
Purchase Agreement") in substantially the form presented to and before this meeting, with
Stephens Inc., Fayetteville, Arkansas (the "Underwriter"), providing for the sale of the Series
2009 Bonds.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF FAYETTEVILLE, ARKANSAS:
Section 1 : Under the authority of the Constitution and laws of the State of Arkansas,
including particularly Amendment 65 to the Constitution of Arkansas and the Authorizing
Legislation, there is hereby authorized the issuance of bonds of the City to be designated as
"Water and Sewer System Revenue Bonds, Series 2009" (the "Series 2009 Bonds"). The Series
2009 Bonds shall be issued in the original aggregate principal amount of not to exceed Eight
Million Five Hundred Thousand Dollars ($8,500,000), shall mature not later than December 31 ,
2021 , and shall bear interest at the rates specified in the Bond Purchase Agreement. The average
yield on the Series 2009 Bonds as a whole shall not exceed 4.75% per annum. The proceeds of
the Series 2009 Bonds will be utilized, along with other available moneys, to finance the costs of
the Project, to establish a debt service reserve for the Series 2009 Bonds, to pay the premium for
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bond insurance, if deemed economically beneficial, and to pay printing, underwriting, legal and
other expenses incidental to the issuance of the Series 2009 Bonds. The Series 2009 Bonds shall
be issued in the forms and denominations, shall be dated, shall be numbered, shall mature, shall
be subject to redemption prior to maturity, and shall contain such other terms, covenants and
conditions, all as set forth in the Original Indenture, as amended and supplemented by the
Second Supplemental Indenture. The Series 2009 Bonds shall be issued and secured by net
revenues of the System on a parity basis with the pledge of net revenues securing the outstanding
Series 2002 Bonds and Series 2004 Bonds.
The Mayor is hereby authorized and directed to execute and deliver the Series 2009
Bonds in substantially the form thereof contained in the Second Supplemental Indenture
submitted to this meeting, and the City Clerk is hereby authorized and directed to execute and
deliver the Series 2009 Bonds and to affix the seal of the City thereto, and the Mayor and City
Clerk are hereby authorized and directed to cause the Series 2009 Bonds to be accepted and
authenticated by the Trustee. The Mayor is hereby authorized to confer with the Trustee, the
Underwriter, and Kutak Rock LLP, Little Rock, Arkansas ("Bond Counsel'), in order to
complete the Series 2009 Bonds in substantially the form contained in the Second Supplemental
Indenture submitted to this meeting, with such changes as shall be approved by such persons
executing the Series 2009 Bonds, their execution to constitute conclusive evidence of such
approval.
Section 2 : To prescribe the terms and conditions upon which the Series 2009 Bonds
are to be executed, authenticated, issued, accepted, held and secured, the Mayor is hereby
authorized and directed to execute and acknowledge the Second Supplemental Trust Indenture
(the "Second Supplemental Indenture"), by and between the City and the Trustee, and the City
Clerk is hereby authorized and directed to execute and acknowledge the Second Supplemental
Indenture and to affix the seal of the City thereto, and the Mayor and the City Clerk are hereby
authorized and directed to cause the Second Supplemental Indenture to be accepted, executed
and acknowledged by the Trustee. The Second Supplemental Indenture is hereby approved in
substantially the form submitted to this meeting, including, without limitation, the provisions
thereof pertaining to the pledge of System net revenues to the Series 2009 Bonds and the terms
of the Series 2009 Bonds. The Mayor is hereby authorized to confer with the Trustee, the
Underwriter and Bond Counsel in order to complete the Second Supplemental Indenture in
substantially the form submitted to this meeting, with such changes as shall be approved by such
persons executing the Second Supplemental Indenture, their execution to constitute conclusive
evidence of such approval.
(Advice is given that a copy of the Second Supplemental Indenture in substantially the
form authorized to be executed is on file with the City Clerk and is available for inspection by
any interested person.)
Section 3 : There is hereby authorized and approved a Preliminary Official Statement
of the City, including the cover page and appendices attached thereto, relating to the Series 2009
Bonds. The Preliminary Official Statement is hereby "deemed final' by the City within the
meaning of U.S. Securities and Exchange Commission Rule 15c2- 12. The distribution of the
Preliminary Official Statement is hereby approved. The Preliminary Official Statement, as
amended to conform to the terms of the Bond Purchase Agreement, including Exhibit A thereto,
and with such other changes and amendments as are mutually agreed to by the City and the
Underwriter, is herein referred to as the "Official Statement," and the Mayor is hereby authorized
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to execute the Official Statement for and on behalf of the City. The Official Statement is hereby
approved in substantially the form of the Preliminary Official Statement submitted to this
meeting, and the Mayor is hereby authorized to confer with the Trustee, the Underwriter and
Bond Counsel in order to complete the Official Statement in substantially the form of the
Preliminary Official Statement submitted to this meeting, with such changes as shall be approved
by such persons, the Mayor's execution to constitute conclusive evidence of such approval.
(Advice is given that a copy of the Preliminary Official Statement is on file with the City
Clerk and is available for inspection by any interested person.)
Section 4: In order to prescribe the terms and conditions upon which the Series 2009
Bonds are to be sold to the Underwriter, the Mayor is hereby authorized and directed to execute a
Bond Purchase Agreement on behalf of the City, to be dated as of the date of its execution (the
"Bond Purchase Agreement"), by and between the City and the Underwriter, and the Bond
Purchase Agreement is hereby approved in substantially the form submitted to this meeting, and
the Mayor is hereby authorized to confer with the Underwriter and Bond Counsel in order to
complete the Bond Purchase Agreement in substantially the form submitted to this meeting, with
such changes as shall be approved by such persons executing the Bond Purchase Agreement,
their execution to constitute conclusive evidence of such approval.
(Advice is given that a copy of the Bond Purchase Agreement in substantially the form
authorized to be executed is on file with the City Clerk and is available for inspection by any
interested person.)
Section 5 : In order to provide for continuing disclosure of certain financial and
operating information with respect to the City and the System in compliance with the provisions
of Rule 15c2- 12 of the U. S. Securities and Exchange Commission, the Mayor is hereby
authorized and directed to execute a Continuing Disclosure Agreement to be dated as of the date
of its execution (the "Continuing Disclosure Agreement"), by and between the City and the
Trustee, and the Mayor is hereby authorized and directed to cause the Continuing Disclosure
Agreement to be executed by the Trustee. The Continuing Disclosure Agreement is hereby
approved in substantially the form submitted to this meeting, and the Mayor is hereby authorized
to confer with the Trustee, the Underwriter and Bond Counsel in order to complete the
Continuing Disclosure Agreement in substantially the form submitted to this meeting, with such
changes as shall be approved by such persons executing the Continuing Disclosure Agreement,
their execution to constitute conclusive evidence of such approval.
(Advice is given that a copy of the Continuing Disclosure Agreement in substantially the
form authorized to be executed is on file with the City Clerk and is available for inspection by
any interested person.)
Section 6: In order to secure lower interest rates on the Series 2009 Bonds, the
Underwriter has proposed that the City consider the purchase of a policy of bond insurance with
a portion of the proceeds of the Series 2009 Bonds, which policy would guarantee the payment
of the principal of and interest on the Series 2009 Bonds when due. If deemed economically
advantageous by the Mayor, upon the advice of the Underwriter, the Mayor is hereby authorized
to execute an insurance commitment and to do any and all things necessary to accomplish the
delivery of a bond insurance policy with respect to the Series 2009 Bonds.
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Section 7: The rates for System Water Services enacted pursuant to Ordinance No.
5123, adopted and approved on April 1 , 2008, and the rates for System Sewer Services enacted
pursuant to Ordinance No. 5129, adopted and approved on April 15, 2008, are hereby ratified
and confirmed.
Section 8: The Mayor and City Clerk, for and on behalf of the City, are hereby
authorized and directed to do any and all things necessary to effect the issuance, sale, execution
and delivery of the Series 2009 Bonds and to effect the execution and delivery of the Second
Supplemental Indenture, the Bond Purchase Agreement, the Official Statement, the Continuing
Disclosure Agreement and a Tax Regulatory Agreement relating to the tax exemption of interest
on the Series 2009 Bonds, and to perform all of the obligations of the City under and pursuant
thereto. The Mayor and the City Clerk are further authorized and directed, for and on behalf of
the City, to execute all papers, documents, certificates and other instruments that may be
required for the carrying out of such authority or to evidence the exercise thereof.
Section 9: The Series 2009 Bonds are hereby designated as "qualified tax-exempt
obligations" within the meaning of Section 265(b)(3) of the Internal Revenue Code of 1986, as
amended (the "Code"). The City hereby represents and covenants that the aggregate principal
amount of its tax-exempt obligations (excluding "private activity bonds" within the meaning of
Section 141 of the Code), including those of its subordinate entities, issued in calendar year 2009
will not exceed $30,000,000.
Section 10: Kutak Rock LLP, Little Rock, Arkansas, is hereby appointed to act as
Bond Counsel on behalf of the City in connection with the issuance and sale of the Series 2009
Bonds.
Section 11 : The provisions of this Ordinance are hereby declared to be severable, and
if any section, phrase or provision shall for any reason be declared to be illegal or invalid, such
declaration shall not affect the validity of the remainder of the sections, phrases or provisions of
this Ordinance.
Section 12: All ordinances, resolutions and parts thereof in conflict herewith are
hereby repealed to the extent of such conflict.
%PASSED and APPROVED this 21 " day of April, 2009. ;� G�••G�'c
; FAY ETTEy1LLE ;
tE:
APPROVED: ATTEST: �,9ewe sy�kAN5P5J�A,
.41,300 00 a
By: By: aid= �lYu Liu
LIONELD JO Mayor SONDRA E. SMITH, City Clerk/treasurer
5
RECEIVED
APR, 3 0 2009
L�2'ICi1Y1S1S Democrat 1C A ette APR,
RKS OFFICE
Northwest Arkansas Times
Benton County Daily Record
P. O. BOX 1607
FAYETTEVILLE, AR 72702
PHONE : 479-571 -6421
AFFIDAVIT OF PUBLICATION
I , Cathy Wiles, do solemnly swear that I am Legal Clerk of the Arkansas
Democrat Gazette newspaper. Printed and published in Benton County
Arkansas, (Lowell) and that from my own personal knowledge and
reference to the files of said publication , the advertisement of: City of
Fayetteville - Ordinance #5235
April 27, 2009
Publication Charge : $371 .22
Signed: __ aa
- ---- -------
Subscribed and sworn to before me
This1,?day of , G 2009.
Notary Public
My Commission Expires:
Do not pay from Affidavit, an invoice will be sent
MM.'FG�
�Cj
puBL�G
RECEIVED
APR, 3 0 2009
ORDINANCE NO. 5277 CITY OF FAYETTEVILLE
AN ORDINANCE AUTHORIZING THE ISSUANCETaye Cul CITY CLERK'S OFFICE
AND SALE OF NOT TO EXCEED $8,500,000 SWATER AND SEWER SYSTEM REVENUE BONDS
SERIES 2009, BY THE CITY OF FAYETTEVILLE,
ARKANSAS FOR THE PURPOSE OF FINANCING ARKANSAS
IMPROVEMENTS TO THE CITY'S WATER AND
SEWER SYSTEM: AUTHORIZING THE EXECUTION
AND DELIVERY OF A SECOND SUPPLEMENTAL TRUST INDENTURE PURSUANT TO WHICH THE
SERIES 2009 BONDS WILL BE ISSUED AND SECURED: AUTHORIZING THE EXECUTION AND
DELIVERY OF AN OFFICIAL STATEMENT PURSUANT TO WHICH THE SERIES 2009 BONDS WILL
BE OFFERED: AUTHORIZING THE EXECUTION AND DELIVERY OF A BOND PURCHASE AGREE-
MENT PROVIDING FOR THE SALE OF THE SERIES 2009 BONDS; AUTHORIZING THE EXECUTION
AND DELIVERY OF A CONTINUING DISCLOSURE AGREEMENT. AND PRESCRIBING OTHER MAT-
TERS RELATING THERETO.
WHEREAS, the City of Fayetteville, Arkansas (the -Cry'). a city of the first class, presently owns
and operates a public water and sewer utility system (the -System) serving the residents of the City
and its environs: and
WHEREAS, the City is authorized and empowered under the provisions of the Constitution and
laws of the State of Arkansas, including particularly Amendment 65 to the Constitution and Arkansas
Code Annotated (1998 Rept. A 2005 Supp.) Sections 14-164-401 at seq., Sections 14-234.201 at
seq. and Sections 14-235-201 in seq. (collmarvely, and as from lime to time amended, the
'Authorizing Legislation'), to Issue and sell Its water and sewer revenue bonds and to expend the
proceeds thereof to finance the costs of acquisition, construction, equipping, Improving, maintain-
ing, operating and minoring the System; end
WHEREAS, pursuant to the provisions of Ordinance No. 4381 of the City, adopted and approved
an March 19, 2002, the City has previously issued its Water and Sewer System Refunding Revenue
Bonds, Series 2002A and Series 2002B (collectively, the 'Series 2002 Bonds'), in the original prin.
cipal amount of $9,270,000, for the purpose of refunding ounnanding bends bl the City previously
issued to finance and refinance the cost of improvements,to the System; and
WHEREAS, pursuant to the provisions of Ordinance NO. 4554 of the City, adopted and approved
on April 6, 2004, the City has previously issued its Water and Sewer System Refunding Revenue
Bonds, Series 2004 (the *Series 2004 Bontli in arm original principal amount of $6,090,000, for the
purpose of refunding outstanding bonds of the City previously Issued. to finance and refinance the
coat of improvements to the System: and
WHEREAS, to accordance wiN.ttie provisions of the Authorizing'Legislation, the City has deter.
mined to issue its Water and;Sewer System Revenue Bonds, Serie§,2009 (the 'Series 2009 Boni
in the aggregate principal amount of rot to exceed $8500,000 for the purpose of (i)financing and
reimbursing the costs of various Improvements to the System, including, but not limited to. the relo-
cation, installation and upgrading of carbon water distribution and sewer collection lines and other
related System components in Conjunction with road consuuclion projects wlmin the City (the
'Project'), (ii) establishing a debt service reserve for the Series 2009 Bonds, (tit) paying the premk
um for bond insurance, if deemed eamorrccallyrbeneftcial, and (Iv) paying printing, underwriting,
legal and Omer expenses incidental to the issuance of me Series 2009 Bands; and
WHEREAS, an open public hearing on the question of the issuance of tfie Series 2009 Bonds has
been held before the City Council of the City on April 21, 2009, following publication of notice there-
of in the Northwest Arkansas Times on March 27, 2009; and ,
WHEREAS, the City has'determioed to issue and secure the Series 2009 Bonds on a parity basis
with its outstanding Series 2002 Bonds and Series 2004 xBOnd9 pursuant to that certain Trust
Indenture dated as of May 1, 2002, as amended and supplemented by that First Supplemental Trust
Indenture dated as Of May 1, 2004 (as amended and supplemented, the 'Original IPdenture'), by
and,between the City and the Bank of Oklahoma, N.A., Tulsa, Oklehorge, as trustee (the "Trustee"),
as such Original Indenture may be amended and,supplemented pursuant to a Second Supplemental
Trust Indenture (the 'Second Supplemental Indenture'), by and between the Ciy,and the Trustee, a
form of which Second Supplemental Indenture+has been presented to and is before this meefnq;
and
WHEREAS, me City proposes to enter into e' Bond Purchase Agreement (the 'Bond Purchase
Agreement-) in substantially the form presented to and before this meeting, with Stephens Inc.,
Fayetteville, Arkansas (the 'Undanx ilei). prodding for the sale of the.Series 2009 Bonds.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
FAYETTEVILLE, ARNANSASh
Section 1: Under the authority of the Constitution end laws of the State of Arkansas, including par-
ticularly Amendment 65 to the Constitution of Arkansas and the Authorizing Legislation, there is here-
by authorized the issuance of bonds of the City to be designated as *Water and Sewer System
Revenue Bonds, Series 2009' (the 'Sedes 2009 Bonds"). The Series 2009 Bonds shall be issued in
the Original aggregate principal amount of not to exceed Eight Million Five Hundred Thousand
Dollars ($8,500,090), shall mature her later than December 31, 2021, and shall bear interest at the
rates specified in the Bond Purchase Agreement. The average yield on the Series 2009 Bonds as a
whole shell not exceed 4.75% per annum. The proceeds of the Series 2009.Bonds will be uWlzed,
along win Other available moneys, to finance the costs of me Project, to establish a debt service
reserve for me Series 2009 Baas, to pay the premium to bond insurance,if tleemetl economical-
ly beneficial, and to pay printing, underwriting, legal and other expenses Incidental to the issuance
of the Series 2009 Bonds. The Serles.2009 Bonds shell be issued in the forms and denominations,
shall be dated, shall be numbered, shall mature, shall be subject to redemption prior to maturity, and
shall contain such other terms, covenants and conditions, all as set forth in the Original Indenture,
as amended and supplemented by the Second Supplemental Indenture. The Series 2099 Bonds
shell be issued and secured by net revenues of the System on a parity basis with the pledge of net
revenues securing the outstanding Series 2002 Bonds and Series 2004 Bonds.
The Mayor is hereby authorized and directed to execute and deliver the Series 2009 Bonds in sub.
stantially the form thereof contained in the Second Supplemental Indenture submitted to this meet-
ing, aa1 the City Clerk is hereby authorized and directed to execute and deliver the Sense 2009
Bonds and to affix the seal Of me City thereto, and me Mayor and City Clerk are hereby authorized
and directed to cause the Series 2099 Bonds to be accepted and authenticated by the Trustee. The
Mayor is hereby authorized to Center with the.Trustee, the Underwriter, and Kulak Rock LIP, Little
Rock, Arkansas ('Bond Counsel'), in coder to complete ma Series 2009 Bonds in substanualy, the
toren contained in me Second Supplemental Indenture submitted to this meeting, win such changes
as shall be approved by such persons executing the Series 2009 Bontls, their execution to conse.
Wife conclusive evidence of such approval.
Section 2; To prescribe the terms and conditions upon which the Series 2009 Bonds are to be exe-
cuted, authenticated, issued, accepted, held and secured, the Mayor is hereby authorized and
directed to execute and acknowledge the Second Supplemental Trust Indenture (the 'Second
Supplemental Indenture' ), by and between the City and the Trustee, and the City Clerk is hereby
authorized and directed to execute and acknowledge the Second Supplemental Indenture and to
off Ix the Beal of the City thereto, and the Mayor and the City Clerk are hereby authorized and direct.
ad to cause the Second Supplemental Indenture to be accepted. executed and acknowledged by
'the Trustee. The Second Supplemental Indenture is hereby approved In substantially me form sub
mHed to this meeting, including, without Imitation.the,provisions thereof pertaining to the pledge of
System net revenues to the Series 2009 Bonds and me terms of the Series 2009 Bonds. The Mayor
is hereby authorized m confer win the Trustee, the Underwriter and Bond Counsel in Order to can
.plate me Second Supplemental Indenture in substamialy the form subrtYvetl to this meeting, with
such Changes as shall be approved by such persons executing me Second Supplemental
Indenture, Meir execution to constitute conclusive evidence of such approval.
(Advice is given mal a copy of the Second Supplemental Indenture in substantially the form eullgr-
ized to be executed is on file with the City Clerk and is available for inspection by any interested per.
aon.) - —
RECEIVED
APR, 3 0 2009
CITY OF FAYETTEVILLE
CITY Cl OFFICE
Section 3', There Is hereby authorized and approved a Preliminary Official Statement of tfe City,
including the cover page and appendices attached thereto, relating to the Series 2009 Bonds. The
Preliminary Official Statement is hereby 'deemed final' by the City within the meaning of U.S.
Securities and Exchange Commission Rule 15c2-12. The distribution of the Preliminary Official
Statement is hereby approved. The Preliminary Official Statement, as amended to conform to the
terms of the Bond Purchase Agreement, including Exhibit A thereto; and with such other changes
and amendments as are mutually agreed to by the City and the Underwriter, is herein referred to as
the *Official Statement.' and the Mayor is hereby authorized to execute the Official Statement for and
an behalf of the City. The Official Statement is hereby approved in substantially the form of the
Preliminary Official Statement submitted to this meeting, and the Mayor is hereby authorizetl to con-
fer with the Trustee, the Underwriter and Bond Counsefin droll to complete Ne-Official Statemen4in
substantially the form of the Preliminary Official Statement submitted to this meeting, with such
changes as shall be approved by such persons, tfie Meyer§ exebution to constitute conc10sive evi-
dence of such approval.
(Advice is given that a copy of the Preliminary Official Statement is on file with the City Clerk and is
available for inspection by any interested person.)
Section 4: In order to prescribe the terms and conditions upon which the Series 2OD9 Bonds are to
be sdtl to the Underwriter, the Mayor is hereby authorizetl and directeG'to execute e.Bond Purchase
Agreement on behalf Of the City, to be dated as of the date of its execution (the 'Bend Purchase
Agreemei by and between the City and the Underwriter, and the Bond Purchase Agreement Is
hereby approved In substantially the form submitted to this meeting, end the Mayor is hereby author-
izetl to confer with the Underwriter and Bond Counsel in order to' complete the Bone Purchase
Agreement in substantially the form submitted to this meting! with such changes as shall be
approved by such persons executing the Bond Purchase Agreement, their execution to constitute
conclusive evidence of such approval.
(Advice Is given that a copy of the Bond Purchase Agreement in substantially the form authorized to
be executed Is on file With the City Clerk and is available for inspection by any interested person.)
Section 5: In ortler to provide for continuing disclosure of certain financial and operating information
Nth respect to the City and the.Syslem in compliance with the provisions of Rule 15c2 12 of the U.
S. Securities and Exchange C`ammission, the Mayor is hereby authorized and directed to execute a
Continuing Disclosure Agreement to be dated as a the date of its execution (the 'Continuing
Disclosure Agreemem'), by and between the City and the Trustee, and the Mayor is hereby author.
ized and directed to cause the Continuing Disclosure Agreement to be executed by the Trustee. The
Continuing Disclosure Agreement is hereby approved in substantially the form submitletl to this
meeting, and the Mayor is hereby authorized to confer with the Trustee, the Underwriter and Bond
Counsel in order to complete the Continuing Disclosure Agreement in substantially the form submit-
ted to this meeting, with such changes as shell be approved by such persons executing the
Continuing Disclosure Agreement, their execution to constitute conclusive evidence of such
approval.
(Advice is given that a copy of the Continuing Disclosure Agreement to substantially the form author-
ized to be executed Is an file with the City Clerk and is available fa inspection by any Interested per-
son.)
Section 6: In order to secure lower interest rates on the Series 2009 Bonds, the Underwriter has pro-
posed that the City consider the purchase of a policy of bond insurance with a portion of the pro-
coeds of the Series 2009 Bonds, whichydicy Would guarantee the payment of the principal of and
interest an the Series 2009 Bonds whieni If deemed econmrically advantageous by the Mayor,
upon the advice of the Underwriter, the Mayor is hereby.euthorized to execute an insurance can
minnent and to do any and all things necessary to accomplish the delivery of a bond insurance pol.
icy with respect to the Series 2009 Bonds. '
Section 7: The rates for System Water Services enacted pursuant to Ordinance No. 5123, adopted
and approved an April 1, 21108, and the rates-for System Sewer Services enacted pursuant to
Ordinance No. 5129, adopted and approved on April 15, 2008, are hereby ratified and confirmed.
Section B' The Mayou and City Clerk, far and on behalf of the City, are hereby authorized and direct-
ad to do any and all things necessary to effect the issuance, sale, execution and delivery of the
Series 2009 Bods and to effect the execution and delivery of the Second Supplemental Indenture,
Ne Bond Purchase Agreement, the Official Statement, the Continuing Disclosure Agreement and a
Tax Regulatory Agreement relating to the tax exemption of interest on the Series 2009 Bonds, and to
perform all of the obligations of the City under and pursuant thereto. The Mayor and the City Clerk
we further authorized and directed, for and on behalf of the City, to execute all papers, documents,
certificates and other instruments that may be required for the carrying out of such authority Or to
evidence Ne exercise thereof.
Section 9. The Series 2009 Bonds are hereby designated as -qualified tax-exempt obligations- With-
in the meaning of Section 265(bN3)of the Internal Revenue Code of 1966, as amended (Me 'Codl
The City hereby represents and covenants that the aggregate principal amount of its laxaxempt
obligations (excluding 'private activity bonds' Within the meaning of Section 141 of the Code),
including those of its subordinate entities, issued in calendar year 2009 will rot exceed 530,000,000.
Section 10: Kulak Rack U.P. Unle Rak, Arkansas, is hereby appointed act as Bond Counsel on
behalf of the City in connection with the issuance and sale of the Series 2009 Bonds.
Section 11: The provisions of this Ordinance are hereby declared lobe severable, and it any am-
lion, phrase Or provision shell for any reason be declared to be illegal or invalid, such declaration
shall not effect the validity of the remainder of the sections, phrases Or provisions of this Ordinance.
Section 12: All ordinances, resolutions and pens thereof in conflict herewith are hereby repealed to
the extent Of such conflict.
PASSED and APPROVED Mis 21st day of April, 2009.
1,
APPROVED: ATTEST:
By: +1
U t
IIONELD JORDAN, Mayor SOND114 E. SMITH, Olry GorklMeturor
• City of Fayetteville Staff Review For /� 07
City Council Agenda Items 5 2
and 5
Contracts, Leases or Agreements I• tl5 kVLAW&
�{ • �. 1 — �00� iA .8s �fXILS
City Council Meeting Date h ➢,D�
Agenda Items Only ALU
Paul Becker Finance and Internal Services
Submitted By Division Department
Action Required:
Approval of bond ordinance authorizing the issuance of Water and Sewer Revenue Bonds, Series 2009, in an amount
not to exceed $8,500,000.
Cost of this request Category / Project Budget Program Category / Project Name
Account Number Funds Used to Date Program / Project Category Name
Project Number Remaining Balance Fund Name
Budgeted Item Budget Adjustment Attached
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Department Director Date
Original Contract Date:
Original Contract Number:
City Attorney Date
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Revised January 15, 2009
Faye evi le
ARKANSAS
THE CITY OF FAYETTEV/LLE, ARKANSAS
DEPARTMENTAL CORRESPONDENCE
To: Mayor Lioneld Jordan and Fayetteville City Council
From: Paul Becker, Finance Director
Date: April 7, 2009
Subject: Bond Ordinance-Approval of Bond Ordinance Authorizing the Issuance of
Water and Sewer Revenue Bonds, Series 2009, in an amount not to exceed
$89500,000.
Recommendation
Staff recommends approval of the ordinance to move forward with the bond issue to fund water and
sewer projects as described below.
Discussion & Budget
Approval of the ordinance will authorize the Mayor to execute necessary documents to issue bonds
to be repaid by water and sewer receipts. The maximum authorized in the ordinance will be
$8,500,000. The project will consist of various water and sewer system improvements, including but
not limited to the relocation, installation and upgrading of certain water distribution and collection
system lines and other related components in conjunction with road construction projects within the
City including specifically the widening of State Highway 265 . The cost of this project is presently
expected to be approximately $7,500,000.
ORDINANCE NO.
AN ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF NOT TO
EXCEED $8,500,000 OF WATER AND SEWER SYSTEM REVENUE
BONDS, SERIES 2009, BY THE CITY OF FAYETTEVILLE, ARKANSAS
FOR THE PURPOSE OF FINANCING IMPROVEMENTS TO THE CITY' S
WATER AND SEWER SYSTEM; AUTHORIZING THE EXECUTION AND
DELIVERY OF A SECOND SUPPLEMENTAL TRUST INDENTURE
PURSUANT TO WHICH THE SERIES 2009 BONDS WILL BE ISSUED AND
SECURED; AUTHORIZING THE EXECUTION AND DELIVERY OF AN
OFFICIAL STATEMENT PURSUANT TO WHICH THE SERIES 2009
BONDS WILL BE OFFERED; AUTHORIZING THE EXECUTION AND
DELIVERY OF A BOND PURCHASE AGREEMENT PROVIDING FOR THE
SALE OF THE SERIES 2009 BONDS; AUTHORIZING THE EXECUTION
AND DELIVERY OF A CONTINUING DISCLOSURE AGREEMENT; AND
PRESCRIBING OTHER MATTERS RELATING THERETO.
WHEREAS, the City of Fayetteville, Arkansas (the "City"), a city of the first class,
presently owns and operates a public water and sewer utility system (the "System") serving the
residents of the City and its environs; and
WHEREAS, the City is authorized and empowered under the provisions of the
Constitution and laws of the State of Arkansas, including particularly Amendment 65 to the
Constitution and Arkansas Code Annotated ( 1998 Repl. & 2005 Supp.) Sections 14- 164-401 et
seq. , Sections 14-234-201 et seg. and Sections 14-235-201 et seq. (collectively, and as from time
to time amended, the "Authorizing Legislation"), to issue and sell its water and sewer revenue
bonds and to expend the proceeds thereof to finance the costs of acquisition, construction,
equipping, improving, maintaining, operating and repairing the System; and
WHEREAS, pursuant to the provisions of Ordinance No. 4381 of the City, adopted and
approved on March 19, 2002, the City has previously issued its Water and Sewer System
Refunding Revenue Bonds, Series 2002A and Series 2002B (collectively, the "Series 2002
Bonds"), in the original principal amount of $9,270,000, for the purpose of refunding
outstanding bonds of the City previously issued to finance and refinance the cost of
improvements to the System; and
0 0
WHEREAS, pursuant to the provisions of Ordinance No. 4554 of the City, adopted and
approved on April 6, 2004, the City has previously issued its Water and Sewer System
Refunding Revenue Bonds, Series 2004 (the "Series 2004 Bonds"), in the original principal
amount of $6,090,000, for the purpose of refunding outstanding bonds of the City previously
issued to finance and refinance the cost of improvements to the System; and
WHEREAS, in accordance with the provisions of the Authorizing Legislation, the City
has determined to issue its Water and Sewer System Revenue Bonds, Series 2009 (the "Series
2009 Bonds"), in the aggregate principal amount of not to exceed $8,500,000 for the purpose of
(i) financing and reimbursing the costs of various improvements to the System, including, but not
limited to, the relocation, installation and upgrading of certain water distribution and sewer
collection lines and other related System components in conjunction with road construction
projects within the City (the "Project"), (ii) establishing a debt service reserve for the Series 2009
Bonds, (iii) paying the premium for bond insurance, if deemed economically beneficial, and (iv)
paying printing, underwriting, legal and other expenses incidental to the issuance of the Series
2009 Bonds; and
WHEREAS, an open public hearing on the question of the issuance of the Series 2009
Bonds has been held before the City Council of the City on April 21 , 2009, following publication
of notice thereof in the Northwest Arkansas Times on March 27, 2009; and
WHEREAS, the City has determined to issue and secure the Series 2009 Bonds on a
parity basis with its outstanding Series 2002 Bonds and Series 2004 Bonds pursuant to that
certain Trust Indenture dated as of May 1 , 2002, as amended and supplemented by that First
Supplemental Trust Indenture dated as of May 1 , 2004 (as amended and supplemented, the
"Original Indenture"), by and between the City and the Bank of Oklahoma, N.A., Tulsa,
Oklahoma, as trustee (the "Trustee"), as such Original Indenture may be amended and
supplemented pursuant to a Second Supplemental Trust Indenture (the "Second Supplemental
Indenture"), by and between the City and the Trustee, a form of which Second Supplemental
Indenture has been presented to and is before this meeting; and
WHEREAS, the City proposes to enter into a Bond Purchase Agreement (the "Bond
Purchase Agreement") in substantially the form presented to and before this meeting, with
Stephens Inc., Fayetteville, Arkansas (the "Underwriter"), providing for the sale of the Series
2009 Bonds.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF FAYETTEVILLE, ARKANSAS:
Section 1 : Under the authority of the Constitution and laws of the State of Arkansas,
including particularly Amendment 65 to the Constitution of Arkansas and the Authorizing
Legislation, there is hereby authorized the issuance of bonds of the City to be designated as
"Water and Sewer System Revenue Bonds, Series 2009" (the "Series 2009 Bonds"). The Series
2009 Bonds shall be issued in the original aggregate principal amount of not to exceed Eight
Million Five Hundred Thousand Dollars ($8,500,000), shall mature not later than December 31 ,
2021 , and shall bear interest at the rates specified in the Bond Purchase Agreement. The average
yield on the Series 2009 Bonds as a whole shall not exceed 4.75% per annum. The proceeds of
the Series 2009 Bonds will be utilized, along with other available moneys, to finance the costs of
the Project, to establish a debt service reserve for the Series 2009 Bonds, to pay the premium for