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HomeMy WebLinkAbout42-79 RESOLUTIONRESOLUTION NO. 1/22-91 A RESOLUTION APPROVING AN OFFICIAL STATEMENT FOR THE ISSUANCE OF 1979 AIRPORT REVENUE BONDS IN THE PRINCIPAL AMOUNT OF $600,000.00. BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE CITY OF FAYETTEVILLE, ARKANSAS: That the Board of Directors hereby approves the official statement marked "Exhibit A" attached hereto and made a part hereof, and any adenda, supplement, or amendment thereto, and authorizes its use in the reoffering of 1979 Airport Revenue Bonds in the principal amount of $600,000.00. PASSED AND APPROVED this /t5 -4 -day of 7,7(91 , 1979. ATTEST: -6jc- el. Mita. CIT IYLERK Oa: •••• 407 " APPROVED: car mIcWomp wa .1•M't EXHIBIT A OFFICIAL STATEMENT Dated April 12, 1979 INTEREST EXEMPT, IN THE OPINION OF BOND COUNSEL, FROM PRESENT FEDERAL INCOME TAXES UNDER EXISTING STATUTES, REGULATIONS, RULINGS AND COURT DECISIONS $600,000 CITY OF FAYETTEVILLE, ARKANSAS (Washington County) 7.00%-6.60%-6.70%-6.80%-6.90%-7.00%-7.10%-7.20%-7.25% AIRPORT REVENUE BONDS, SERIES 1979 :Dated: May 1, 1979 Denomination: $5,000 Principal and semi-annuaLinterest (May 1 and November 1) payable at Worthen Bank & Trust Company, N. A., Little Rock, Arkansas. First interest coupon due November 1, 1979. Bonds registrable as to both principal and interest. These Bonds are special obligations of the City of Fayetteville and are payable solely from and secured.* a pledge of the.Gross Revenues from the operation of the City's Airport. There is no other sourbe of payment pledged to this Bond. See Security for Payment. The City of Fayette- ville ha's'never defaulted. . MATURITY SCHEDULE • Amount Maturity Rate Yield Amount Maturity Rate Yield $25,000 11-1-1982 7.00% ng $40,000 11-1-1990* 6.80% 6.80% 252opo 11-1-1983- 7.00% 6.25% 45,000 11-1-1991* 6.90% 6.90% 30,00 11-1-1984 7.00% 6.25% 45,000 11-1-1992* 7.00% 7.00% 30,000 11-1-1985 7.00% 6.30% 50,000 11-1-1993* 7.00% 7.00% 35,000 11-1-1986 7.00% 6.40% 50,000 11-1-1994* 7.10% 7.10% • 35,000 11-1-1987 7.00% 6.50%, 55,000 11-1-1995* 7.20% 7.20% -35,000 11-1-1988 6.60% 6.60% 60,000 11-1-1996* 7.25% 7.25% 40,000 11-1-1989 6.70% 6.70% * The City reserves the right, at its option: to redeem Bonds maturing November 1, 1990 - through November 1,1996, both inclusive, in whole, -or any part thereof, on November 1, 1989, or any interest -payment date thereafter, at'the par value thereof plus accrued interest to the date fixed for redemption. Yields computed to maturity. . The Airport Revenue Bonds are offered for delivery when, as and if issued and subject to the unqualified approving opinion of Messrs. Friday, Eldredge & Clark, Bond Counsel, Lttle Rock, Arkansas, whose approving opinion will be printed on the Bonds. It is expected that the Bonds will be delivered on or about May 15, 1979. TABLE OF CONTENTS This Official Statement does not constitute an offer to sell Bonds in any jurisdiction to any person to whom it is unlawful to make such offer in such jurisdiction. No dealer, salesman, or any other person has been authorized to give any information or make any representation, other than those contained herein, in connection with the offering of these Bonds, and if given or made, such information or representation must not be relied upon. The information and ex- pressions of opinion herein are subject to change without notice and neither the delivery of this Official Statement nor any sale made hereunder shall, under any circumstances, create any implication that there has been no change in the affairs of the City since the date hereof. Page Official Statement: Description of the Bonds 1 Board of Directors 3 Appointed Officials 3 Consultants and Advisors 3 Security for Payment 4 Drake Field Operations 4 Statement of Operations - Drake Field 4 Proceeds 4 Debt Service Requirements 5 Valuation and Debt Information 5 Non -Funded Debt 5 Tax Rate and Funded Debt Limitations 6 Tax Adequacy 6 Valuation and Funded Debt History 6 Taxable Assessed Valuations by Category 6 Estimated Overlapping Funded Debt Payable From Ad Valorem Taxes 7 Tax Data 7 Municipal Sales Tax 8 Ten Largest Taxpayers 8 Authorized But Unissued General Obligation Bonds 8 Pension Funds 8/9 Statement of Revenues, Expenditures and Fund Balance 9 Waterworks and Sewer System Condensed Statement of Operations 10 Value of the System 10 City's Equity in System 10 Coverage and Fund Balances 11 Authorized But Unissued Revenue Bonds 11 Monthly Water Rate 11 Monthly Sewer Rate 11 Waterworks System 11/12 Ten Largest Water Users 12 Sewer System 13 General Information Regarding the City and Its Economy 14/16 Ratings 17 Tax Exemption 17 Registration and Qualification of Bonds for Sale 17 Legal Investments in Arkansas 17 Legal Opinions and No -Litigation Certificate 17 Authenticity of Financial Information 17 Certification of the Official Statement 18 General Fund Financial Statements Appendix The cover page hereof, this page, the appendix included herein and any addenda, supplement or amendment hereto, are part of the Official Statement. 1 cc. • Name David Malone Mayor John Todd Vice Mayor Ernest Lancaster Director Paul Noland Director Richard Osborne Director Philip Colwell Director Ann Henry Director BOARD OF DIRECTORS • Term Expires December 31, 1980 December 31, 1982 December 31, 1982 December 31, 1982 December 31, 1982 December 31, 1980 December 31, 1980 Name Donald L. Grimes Patrick J. Tobin Angela R. Medlock - Don Bunn Dale Clark James N. McCord Certified -Public Accountants Consulting Engineers Architects Length of Service 2 Years 4 Years 8 Years 6 Years 4 Months Attorney 2 Years 2 Years Occupation Assistant Dean, Law School University of Arkansas Professor Business Management University of Arkansas Electric Operations Manager Professor, Animal Science University of Arkansas APPOINTED OFFICIALS Pharmacist Civic Leader and Homemaker Position City Manager City Controller City.Clerk City Engineer'. Parks and Recreation Director City Attorney CONSULTANTS AND ADVISORS Length of Service 7 Years 9 Years 1 Year 1 Year 10 Years 5 Years Rate Consultants Bond Counsel Gaddy & Co. Fayetteville, Arkansas McGoodwin, Williams & Yates Fayetteville, Arkansas McClellan Consulting Engineers Fayetteville, Arkansas Paul Young & Associates Fayetteville, Arkansas Warren D. Segraves & Associates Fayetteville, Arkansas • FINANCIAL ADVISORS First Southwest Company Mercantile Bank Building Dallas, Texas - 3 Black and Veatch Dallas, Texas Friday, Eldredge & Clark Little Rock, Arkansas SECURITY FOR PAYMENT These Series 1979 Bonds will be special obligations of the City of Fayetteville, secured by a pledge of the gross revenues from the operation of the City's Airport, Drake Field. Gross revenues consist primarily of fees and charges for goods and services paid by users of the Airport, including airlines, concessionaires, passengers, fixed base operators, cargo and freight forwarders and others. The City will covenant in the Bond Ordinance authorizing the issuance of the Series 1979 Bonds to maintain rates for the services of the Airport sufficient at all times to provide for the payment of the principal and interest on the Series 1979 Bonds as they become due and payable, and to provide for the payment of the reasonable expenses of operation. DRAKE FIELD OPERATIONS Two scheduled air carriers operate from Frontier Airlines flies Conair 580's and Metroliners, four Beechcraft 99's and one charter. Recently Skyways has committed service the continued expansion of their chasing one 30 -seat plane. Both airlines Drake Field with a total of thirty flights daily. Scheduled Skyways, Inc. operates three Swearingin Cessna 310C. All of Skyways planes are available for to purchase by 1981 seven additional Metroliners to routes and is investigating the possibility of pur- offer passenger and cargo facilities. Although the City is in negotiation with the airlines for space in the new terminal facilities, under current contracts each airline and the four rent -car companies pay rent to the City based on the square footage occupied in'the terminal. In addition, each airline pays a landing fee per one thousand pounds of gross weight. The landing fees and terminal rental constitute the primary source of income for the City, however, each airline pays other miscellaneous charges for the use of the facilities. Based upon information supplied to the City by the airlines, a 15% increase in passenger boardings is anticipated for 1979. Revenues Expenses Net Income** * * STATEMENT OF OPERATIONS DRAKE FIELD 12-31-78* 12-31-77 12-31-76 $135,755 $130,742 $116,185 56,381 40,469 28 196 $ 79 3/4 $ 90 273 $ 8/ 989 12-31-75 nterl4 22,258 $ 92 386 12-31-74 $ 69,217 17,982 $ 51,235 Unaudited. Net of depreciation, capital expenditures and debt service. Airport Revenue Bonds Outstanding, 4-1-79 (This Issue Only) Average Annual Principal and Interest Requirements, 1979-1996 Coverage of Average Requirements by 12-31-78 Net Income Maximum Principal and Interest Requirements, 1986 Coverage of Maximum Requirements by 12-31-78 Net Income PROCEEDS Proceeds of this issue, along with grant proceeds received from State and will be used for the expansion of terminal facilities, concrete aprons, facilities and other related improvements for Drake Field. 4 $ 600,000 $ 60,400 1.31 Times $ 69,300 1.15 Times Federal agencies, taxiways, parking • • • Wm!. Fiscal Year The $600,000 Bonds " Ending Grand Total 12-31 Principal Interest Requirements • 1979 $ 21,000 $ 21,000 1980 42,000 42,000 1981 42,000 42,000 1982 $ 25,000 42,000 67,000 1983 25,000 40,250 65,250 1984 30,000 38,500 68,500 1985 30,000 36,400 66,400 1986 35,000 34,300 , 69,308 1987 35,000 31,850 66,85b 1988 35,000 29,400 64,480, c.,..,.., 1989 40,000 26,950 66,950 .„ 1990 40,000 24,150 64,150:. 1991 45,000 21,350 66,350,,, -15, 4 1992 45,000 18,200 63,200 - - _ ,4-1DEBT SERVICE REQUIREMENTS 1993 50,000 15,050 65,050, 1994 50,000 11,550 61;550 1995 55,000 8,050 63,050 1996 60,000 4,200 64,200 . $600,000 $487.200 $1,087,200 Note: Interest on the Bonds has been calculated at the rate of 7% for purposes of illustra- _ tion. VALUATION AND DEBT INFORMATION' 1979Jaxable Assessed Valuation (20%.of.Actual)..(1) City Funded Debt Payable From Ad Valorem Taxes: - General Obligation Improvement Bonds -(as of 4-1-79) $61,739,215 $ 800,000 Ratio Total Funded Debt to 'Taxable kiesessed Valuation 1.30% 1970 U. S. Census -Population - 30,729 1977 Estimated Population- 37,000* Per Capita Taxable Assessed Valuation - $1,668.63 Per Capita Total Debt - $21.62 Area - 3-9.3 Square Miles * Source: Bureau of Business Research, University of Arkansas. Note 1: The City does not grant any -exemptions. Note 2: The above statement of indebtedness does not include $10,263 000 outstanding Water- works and Sewer Revenue Bonds, nor $600,000 Airport Revenue Bonds now.being offered for sale, as these bonds are payable solely from income of the respective operations. NON -FUNDED DEBT The City has no unfunded debt outstanding or )ease -purchase agreements in effect as of April 1, 1979. -5 TAX RATE AND FUNDED DEBT LIMITATIONS Tax Rate Limitations General Operations ... A limit of five mills is imposed by the Constitution of the State of Arkansas on the City for operations of the City's General Fund. Taxes above the five mill limit may be levied only for specific purposes and upon a favorable vote of the qualified electorate. Such taxes that are currently authorized are one mill for each of the Firemen's Retirement Salary and Pension Fund and the Policemen's Retirement Salary and Pension Fund. General Obligation Debt Retirement ... Amendment Number 13 of the Constitution of the State of Arkansas limits the maximum tax which may be levied to pay the principal of and interest on bonds issued for general improvements to five mills, said tax subject to a favorable vote of the qualified electorate. The tax available to pay the $800,000 General Obligation Improvement Bonds currently outstanding is strictly limited to two mills within this available five mill limitation. Funded Debt Limitation Amemdment Number 13 of the Constitution of the State of Arkansas limits the amount of General Obligation debt which may be incurred to twenty-five percent of taxable assessed values within the City. TAX ADEQUACY Based on 1979 Taxable Assessed Valuation All General Obligation Bonds ... 1979 Principal and Interest Requirements 2 Mill Tax Rate @ 95% Collection Produces Average Annual Principal and Interest Requirements, 1981-92 2 Mill Tax Rate @ 95% Collection Produces Tax Year Ended 12-31 1973 1974 1975 1976 1977 1978 1979 Fiscal Year Ended 12-31 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 VALUATION AND FUNDED DEBT HISTORY Taxable Assessed Valuation $34,118,555 37,243,205 40,506,285 44,466,115 46,413,135 48,787,980 52,057,455 55,407,980 59,981,280 61,739,215 * Estimated. Funded Debt Outstanding at End of Year $777,000 654,000 620,000 479,000 445,000 409,000 800,000 800,000* Ratio Funded Debt to Taxable Assessed Valuation 2.28% 1.76% 1.53% 1.08% . 96% . 84% . 00% . 00% 1.33% 1.30% TAXABLE ASSESSED VALUATIONS BY CATEGORY Personal Property % of Total Amount Value $10,388,170 73716% 10,344,345 22.29% 11,186,395 22.93% 12,568,765 24.14% 14,019,530 25.30% 15,402,505 25.68% 15,692,885 25.42% Real Proper? Amount $30,726,530 32,522,215 33,785,305 35,349,425 36,894,825 39,293,965 41,046,235 of Total Value 69.10% 70.07% 69.25% 67.90% 66.59% 65.51% 66.48% Utility Property % of Total Value 9.54% 7.64% 7.82% 7.96% 8.11% 8.81% 8.10% Amount $3,351,415 3,546,575 3,816,280 4,139,265 4,493,625 5,284,810 5,000,095 $ 60,000 $117,305 $ 88,625 $117,305 Total Assessed Valuation $44,466,115 46,413,135 48,787,980 52,057,455 55,407,980 59,981,280 61,739,215 • ESTIMATED OVERLAPRING-FUNDED DEBT-PAYABLE:FROM AD VALOREM TAXES - - (As of 4-1;79) .1-f Taxing Jurisdiction . City of Fayetteville Fayetteville School District No. 1 Washington County Springdale School District No. 50 Total Overlapping Funded Debt ' Total Funded Debt $ 800,000 2,360,000 4,654,000 Ratio Overlapping Funded -Debt to Taxable Assessed Valuation Estimated Applicable 100.00% 93.45% 39.11% 3.52% Per Capita Overlapping Funded•Debt - $85.66 TAX DATA Fiscal Interest Fire and Year and -Police Ended Total General Sinking Pension 12-31 Tax Rate Fund Fund Fund —1370- 16 mills 10 mills 4 mills 2 mills 1971 16 mills 10 mills 4 mills 2 mills 1972 16 mills 10 mills 4 mills 2 mills 1973 16 mills 10 mills 4 mills 2 mills .1974 16 mills 10 mills 4 mills 2 mills 1975. 11 mills 5 mills 4 mills 2 mills 1976 7 mills 5 mills 0 mills 2 mills 1977 7 mills 5 mills 0 mills 2 mills _ .1978 7 mills 5 mills 0 mills 2.mills 1979 7 mills 5 mills 0 mills 2 mills _ * Includes delinquent tax colledions-from.prior„years. Assessment, Levy and Collection of Arkansas Property Taxes Under the Arkansas Constitution, as ame-nded, all property is subject to taxation according to its value, except for the following exemprcatepries: (1) public property; (2) churches; (3) cemeteries; (4) school buildings and _apparatus; (5) libraries and grounds used for school purposes; (6) buildings, grounds and materials used for public charity; and (7) intangible personal property to the extent the General Assembly has exempted it from taxation, provided that it be taxed at a lower rate, or provided for its -taxation on a basis other than ad valorem. Intangible personal property is exempt,from .taxation under present law. Historically, intan- gible personal property has not been subject to ad valorem taxation in Arkansas. Total Total Tax Levy Collections* $545,89?$541,2/5 595,891 608,447 648,101 642,920 711,458 656,942 742,610 _ 736,409 536,668 484,347 364,402 364,672 387,856 358,295 419,869 567,459 433,175 In Process of Over Funded Debt $• 800,000 2,205,420 -0- 163,821 $3,169,241 5.13% % Total Collections 99.15% 102.11% 99.20% 92.34% 99.17% 90.25% 100.07% 92.38% 135.15% Collection. The elected- assessor of each Arkansas County assesses the value of all real and tangible personal property located within the county. Property is voluntarily rendered for assessment between January 1 and April 10 of each year with penalties provided for late rendering. Assessed value is an amount equal to 20% of the true or -market value and levied millage is applied against this assessed value to determine the tax owed. Tax statements are mailed after the third Thursday in February in the following year. Taxes become due March 1 and become delinquent after October 10 of the same year. Delinquent personal property taxes may be collected by distraint and public sale of the property; delinquent real property taxes may be collected by public sale of the property or striking it off (forfeiture) to the State of Arkansas. Split payments are allowed: 1/4 by the third Monday in April; 1/4 by the third Monday in July; 1/2 by October 10. No discounts are allowed. Charges for penalty and interest are made as follows: •i - Interest - No charges for interest are made., . Penalties - A total of 10% of the delinquent taxis assessed in penhlties after October 10 for both real and personal property. A 25% additional penalty may be assessed by the delinquent tax collector on personal property only. MUNICIPAL SALES TAX The State, from collection of its 3% sales tax, allocates a specified dollar amount bi-annually to a municipal turnback fund. From this fund the State remits to the City its percentage of the fund based upon its population in relation to the State's total population. All population figures are based upon the U. S. Department of Commerce Bureau of the Census figures in all instances. The City of Fayetteville's percentage is based upon the 1976 Special Census conducted by the Bureau of the Census. Per capita turnbacks are as follows: 1976 - $10.54 (actual); 1977 - $12.30 (estimated); and 1978 - $13.50 (estimated). Revenue from this source to the City of Fayetteville has been as follows: Fiscal Year Ended 12-31 1970 1971 1972 1973 1974 1975 1976 1977 * Increased State allotment to Total Collected $129,480 141,105 163,134 192,600 333,760* 347,389 350,758 431,315 % of Ad Valorem Tax Levy 23.72% 23.68% 25.17% 27.07% 44.94% 64.73% 96.26% 89.92% municipal turnback fund. TEN LARGEST TAXPAYERS Name of Taxpayer Southwestern Bell Telephone Company Southwestern Electric Power Company Standard Register Company Baldwin Corporation Campbell Soup Company Northwest Arkansas Plaza Mall Arkansas Western Gas Company Southgate Shopping Center Evelyn Hills Shopping Center Maple Manor Apartments AUTHORIZED BUT Equivalent of Ad Valorem Tax Rate 3.80 mills 3.79 mills 4.03 mills 4.33 mills 7.19 mills 7.12 mills 6.74 mills 7.79 mills Nature of Property Telephone Utility Electric Utility Paper Form Manufacturer Piano and Electronics Manufacturer Food Processing Plant Shopping Mall Gas Utility Shopping Center Shopping Center Apartment Complex 1978 Taxable Assessed Valuation $ 2,861,260 2,198,630 1,127,105 1,044,140 1,024,557 908,050 537,040 306,850 274,310 266,730 $10,548,672 UNISSUED GENERAL OBLIGATION BONDS The City has no authorized but unissued General Obligation Bonds. PENSION FUNDS % of Total Taxable Assessed Valuation 4.77% 3.67% 1.88% 1.74% 1.71% 1.51% 0.90% 0.51% 0.46% 0.44% 17.59% Retirement Plan The Retirement Plan covers all full-time employees of the City at least 25 years of age and less than 60 years of age on the date of their employment which are not covered by the Firemen's or Policemen's Retirement Salary and Pension Fund. The employee contributes 3% of his total salary with the City contributing the balance required to keep the plan actuarially sound. The plan purchases for each participant a term insurance policy equal to sixty-seven times his estimated monthly retirement benefit, recalculated yearly, during his employment. Upon retire- ment the employee has several benefit options, all of which are funded with reserves adminis- tered by a Trustee. As of May 31, 1977, the Vested Values computed exceeded the total assets of the Trust by $18,314. According to an actuarial study this condition is due to a change in the vesting provision of the plan and should correct itself in a very few years. I Firemen's Retirement Salary and 9.ension Fund ' 1•14 All firemen, including volunteer firemen, are covered under this plan. The full-time fireman contributes 3% of his total salary to the plan. The volunteer fireman pays a specified amount annually.- The balance of the plan is funded through collections of a special one mill,tax levied by the City. The employee is eligible for retirement after twenty years of service,' and under certain conditions prior to this time. If the employee terminates prior to his eligibil- ity for retirement, he.receives back all contributions made to the fund by him. The Cjty,of Fayetteville does not have any unfunded accrued liability in the plan; All benefit levels and tax funding are established by Arkansas Statute, and an actuarial study of all Statutory Retirement Plans in the State of Arkansas is currently underway. Should any funding deficien- cies be found, appropriate legislation by the State of Arkansas would be required, either to provide for additional funding or decreased benefits. Policemen's Retirement -SalpirY and Pension Fund All policemen are covered under this plan. The employee contributes'3% of his total salary to the plan. The balance of the -plan is funded through collections,of, a special one mill tax levied by the City, a portion of municipal court fines, and a portion of parking ticket proceeds. The employee is eligible for retirement after twenty years of service, and under certain conditions prior to this time. If.the employee terminates prjor to this eligiblity for retirement, he receives back .all contributions made to the fund by him. The City of Fayette- ville does not have any unfunded accrued liability in the plan. In the event the plan develops a funding deficiency, an adjustment in the;apportionment of the various sources of revenue to the plan would be necessary. STATEMENT OF REVENUES EXPENDITURES AND FUND BALANCE GENERAL FUND 12-31-77 12-31-76 $ 920,680 $ 702,024 Fiscal Year Ended Fund Balance - Beginning of Year Revenues: General Property Taxes • Franchise Taxes Licenses and Permits Fines and Penalties • Use of Money and Property Other Revenues Total Revenues Expenditures: General Government Public Safety Recreation Miscellaneous Total Expenditures Excess of Revenues over Expenditures Fund Balance - Year End $ 271,563 504,057 226,397 238,854 210,621 546,208 $1,997,700 $ 416,700 1,061;684 120,612 183,521 $1 782 517 $ 215,183 $1,135,863 $ 251,057 339,133 175,721 184,229 189,929 - . 481,591 $1,621,660 $ 296,668 849,442 112,220 144,674 $1,403,004 12-31-75 $ 624,634 $ 236,083 233,400 65,353 198,227 182,548 698,952 $1,614,563 $ 287,972 848,941 114,088 286,172 $1,537,173 12-31-74 $ 590,433* $ 415,342 206,213 60,275 196,192 136,857 661,519 $1,676,398 $ 280,825 815,091 355,602 190,679 $1,642,197 $• 218,656 $ 77,390 $ 34,201 $ 920,680 $ 702,024 $ 624,634 * Difference in fund balance is due to an adjusting entry made by the auditor. 12-31-73 $ 522,650 $ 378,931 193.,131- 59,712' 213,098 111,556 . 290,099 $1,246,527' $ 211,600 • 752,898 101,884 114,925 $1,181,307 $ 65,220- $ 587 870 WATERWORKS AND SEWER SYSTEM CONDENSED STATEMENT OF OPERATIONS Fiscal Year Ended July 31 REVENUE Water Sales Sewer Service Charges Miscellaneous Interest on Investments Total EXPENSE Water Supply and Treatment Water Distribution and Transmission Sewage Collection and Treatment Pollution Control Plant Chemical and Laboratory Control Customer Accounting and Collection Administrative and General Total NET AVAILABLE FOR DEBT SERVICE Water Customers Sewer Customers Fiscal Year Ended July 31 Waterworks System Sewer System Total Value Reserve for Depreciation: Waterworks System Sewer System Total Depreciation Net System Value Fiscal Year Ended July 31 Resources: Net System Value Construction in Progress Cash and Investments Reserve Fund Assets Other Resources Total Resources Obligations: Revenue Bonds Payable Other Obligations Total Obligations City's Equity in System % of Equity in System 1978 $1,604,377 1,198,383 52,583 255,960 $3,111,303 $ 535,081 130,495 155,446 359,237 7,589 264,739 188,255 $1,640,842 1977 1976 1975 1974 51,529,248 $1,337,662 51,283,382 $1,203,787 1,131,156 1,033,603 979,319 975,139 74,420 79,861 88,529 70,886 250,566 257,390 246,043 143,761 $2,985,390 52,708,516 52,597,273 52,293,573 $ 414,626 137,114 125,664 309,089 7,549 238,839 183,868 $1,416,749 $ 304,987 72,681 155,187 257,331 7,076 222,435 173,254 $1,192,951 S 263,954 87,730 126,378 238,713 6,914 190,160 167,439 $1,081,288 $ 333,289 91,286 109,850 190,284 5,475 191,212 195,480 $1,116,876 51,470,461 $1,568,641 51,515,565 81,515,985 51,276,697 13,061 10,320 1978 12,363 9,533 VALUE OF THE SYSTEM $17,197,734 11,263,239 $28,460,973 $ 4,276,729 2,781,594 $ 7,058,323 $21,402,650 1977 $13,610,156 8,426,982 $22,037,138 $ 3,958,119 2,519,284 $ 6,477,403 $15,559,735 11,710 9,161 1976 $12,782,345 8,069,305 $20,851,650 $ 3,668,398 2,275,379 $ 5,943,777 $14,907,873 CITY'S EQUITY IN SYSTEM 1978 $21,402,650 1,091,046 841,094 2,928,157 705,107 $26,968,054 $10,318,000 697,134 $11,015,134 $15,952,920 59.15% 1977 $15,559,735 5,193,915 1,526,624 2,813,571 668,262 $25,762,107 $10,566,000 766,863 $11,332,863 814,429,244 56.01% -10- 1976 814,907,873 4,536,038 1,455,969 3,066,092 587,938 $24,553,910 $10,801,000 908,907 $11,709,907 $12,844,003 52.31% 11,375 8,808 1975 $12,045,137 7,947,475 $19,992,612 $ 3,399,792 2,035,644 $ 5,435,436 $14,557,176 1975 $14,557,176 1,248,497 1,140,809 3,998,454 579,546 $21,524,482 $10,994,000 830,531 $11,824,824 $ 9,699,951 45.06% 11,172 8,628 1974 811,262,174 7,751,731 TW:UnTOS $ 3,136,492 1,806,907 $ 4,943,399 814,070,506 1974 $14,070,506 376,698 1,013,998 1,505,903 603,061 $17,570,166 $ 8,680,000 258,824 $ 8,938,824 $ 8,631,342 49.12% 4m • • COVERAGE AND FUND BALANCES Average Annual Principal and Interest Requirements, 1979-2002 Coverage of Average Requirements by 7-31-78 Net Income Maximum Principal and Interest Requirements, 1980 Coverage of Maximum Requirements by 7-31-78 Net Income Waterworks and Sewer System Revenue Bonds Outstanding, 4-1-79 Interest and Sinking Fund, 4-1-79 Reserve Fund, 4-1-79 Contingency Reserve Fund, 471-79 Repair and Replacement Fund, 4-1-79 Surplus Revenue Fund, 4-1-79 .AUTHORIZED BUT UNISSUED REVENUE BONDS Date Amount Purpose Authorized Authorized Waterworks and Sewer 12-23-74 $4,000,000 First 10,000 Next 290,000 Next 4,700,000 All Over 5,000,000 MONTHLY WATER RATE* Effective 1-1-72 gallons or portion gallons gallons gallons thereof $ 743 840 1.98 Times $ 768 354 1:91 Times $10,263000 $ 447,000 $ 778;000 $ 100000 $ 50;000 $ 893,300 AmounC Heretcifoi'dUnissued Issued Balance 82,500;000 $1,500,000. Rate Per 1,000 Gallons Inside Outside Growth City.11..ty Area $ 0.80 o $1.13 0.65 0.80 1.13 0.53 0.65 1.13 0.44 0.55 1.13 * In addition to the above rates a 3% State Sales Tax and a monthly meter charge based upon'the size of the meter is added as follows: Inside City Limits - $1.50 to $50.00; Outside City Limits - $1.90 to $60.00; Growth Area - $6.00 to $65.00. MONTHLY SEWER RATE* Effective 1-1-72 First 10,000 gallons of water consumed Next 290,000 gallons of water consumed All Over 300,000 gallons of water consumed Add monthly sewer service charge at $0.80 per bill_ Rate Per 1,000 Gallons Inside City $1.05 0.65 0.40 * For residential customers a sewer average will be computed based on water consumption.for the months of December, January and February of each year. The average will then be applied to the schedule of sewer rates shown above to derive each customer's monthly sewer charge. • , WATERWORKS SYSTEM Description of Present System ... Fayetteville is a city of 37,000 residents covering 24,396.4 acres. There are presently 13,061 water customers and 10,320 sewer customers. The city of Fayetteville owns and operates, through twehty year contracts, the water systems for two sisEer cities - Farmington and Greenland, Arkansas. Fayetteville also sells bulk .water to a third city - Elkins, Arkansas. The water system consists of 240,mi1es of 2 1/4 inch through 36 inch water mains, 180 miles of 6 inch through 30 inch sewer mains, and 9 lift stations. - 11 - Present Water Supply ... The water supply for the City is provided by the Beaver Water Dis- trict, which was formed by the Cities of Fayetteville, Springdale, Rogers and Bentonville. The District's source of water is Beaver Lake with a capacity of 1,651,900 acre feet. The District has guaranteed right to 120 million gallons per day, which is projected to be sufficient to meet the cities' needs through the year 2000. The District operates a water treatment plant at Lowell, Arkansas, which has a present nominal capacity of 25 million gallons per day. In addition to the water supplied by the District, Fayetteville has its own water supply lake and treatment plant with a capacity of 6 million gallons per day for stardby purposes. Northwest Arkansas is also a water rich area and added capacity may be obtained. Water Storage ... Water storage presently consists of 18.25 million gallons, located to serve all geographic areas of the City. Pumping Plants ... Pumping facilities at the Lowell Treatment Plant can handle up to 16.6 million gallons per day with expansion capability to 24 million gallons per day. In addition, there are three elevated booster pressure systems to serve higher elevations. Pumping facili- ties for raw water are at Lake Sequoyah and West Fork. Distribution System ... Large transmission mains transport water to all parts of the City at an average pressure of approximately 100 psi. Minimum fire main size perm'tted is six inch when looped or eight inch for dead end lines. Fire hydrants are adequately spaced, system is gridded and interconnected for maximum reliability. Industrial sites are served by large mains with ample capacity for future developments. Past Consumption of Water ... Average Maximum Daily Use Day's Use Year in Gallons in Gallons 1969 5,455,000 8,048,000 1970 5,758,000 9,056,000 1971 5,647,717 8,970,000 1972 5,600,000 8,900,000 1973 5,900,000 8,100,000 1974 6,000,000 9,400,000 1975 5,300,000 7,600,000 1976 6,000,000 9,600,000 1977 6,700,000 10,400,000 1978 7,100,000 12,900,000 Total 1,991,436,000 2,102,013,000 2,632,425,000 1,881,973,000 2,044,795,000 2,196,590,000 1,941,200,000 2,181,300,000 2,442,700,000 2,585,165,000 TEN LARGEST WATER USERS 1977 Consumption (Gallons) User Campbell Soup Company University of Arkansas Elkhart Products Corporation Shakespeare of Arkansas The Standard Register Company City of Elkins Fayetteville Public Schools Bear Brand Hosiery Company Coca-Cola Bottling Company R & P Electroplating Total Per Month Average 41,994,000 17,765,700 2,016,600 1,978,900 1,364,200 1,221,900 897,300 856,000 661,300 549,200 69,305,100 -12- 1977 Total 503,930,000 213,188,300 24,199,100 23,746,600 16,370,700 14,662,900 10,766,700 10,272,400 7,935,600 6,590,500 831,662,800 % of Total 1977 Consumption 20.61% 8.73% 0.99% 0.97% 0.67% 0.60% 0.44% 0.42% 0.33% 0.27% (X% Id Meg • ..'4.?""?•:41e"r"."/777: SEWER SYSTEM. -Description of the System The City owns and operates a secondary sewage treatment plant :located on the west ork -of the White River approximately'two miles east of Fayetteville. :Treatment consists of primary and secondary sedimentation, grease and grit removal, sludge burial, and activated sludge units. The present capacity of the plant is ten million gallons per day, which is adequate for a population of approximately 50,000. Studies are now underway to determine the most economically feasible method of expanding the treatment capacity in_order 7." to meet future needs. Sewage Flows and Projections ... Averase 19 1974 1975 1976 1977 1978 Daily Sewage Flow -7,774,000 gallons 7,220,000 gallons 6,600,00Q gallons 5,200,000 gallons 5,800,000 gallons -8,280,000 gallons Estimated Daily Sewage Flow 1979 10,700,000gallons 1980 11,800,000 gallpns, 1981 13,000,000 gallons 1982 14,200,000 gallonS -1983 15,100,000,ga11ons 1984 16,000,000'gal1onS , , - 13 - GENERAL INFORMATION REGARDING THE CITY AND tTS ECONOMY GENERAL 11 Fayetteville, with a 1977 population of 37,000, is settled in the Ozark Mountains in Northwest Arkansas. Fayetteville is that area's largest city and principal trade center. The City is the service center for approximately 150,000 people. Industry in the Fayetteville area employs over 5,000 people with production in poultry products, printed forms, fuses, copper tubing connections, hosiery, electronic organs, fishing rods and reels and golf clubs. • Fayetteville is the County Seat of Washington County. Approximately 53 percent of Washing- ton County is covered with timber. About four percent of this coverage is in National Forest. Washington County had retail sales totaling S290,122,000 in 1978. The Fayetteville -Springdale SMSA had retail sales of over S487,600,000 with Fayetteville accounting for $171,046,000 of the total. CITY GOVERNMENT 111 Fayetteville is controlled by a manager -director form of government. The seven members of the Board of Directors are elected at large to four year, overlapping terms. The Board of Directors selects one member to serve as Mayor and one as Assistant Mayor. The Board also is responsible for selecting a City Manager who is the acknowledged administrative officer of the City. EDUCATION • One of the trademarks of Fayetteville is that it houses the main campus for the University of Arkansas. The 1976-77 statistics show the Fayetteville campus had an enrollment of over 13,000 students. The major divisions of the University in Fayetteville are the Division of Agricul- ture, the College of Arts and Sciences, including more than 40 departments, the College of Business Administration, the College of Education, the College of Engineering, the Division of General Extension, the Graduate School, and the School of Law. The libraries offering research support to these divisions number over 700,000 volumes. • The public school system of Fayetteville has an average daily attendance of more than 5,500 students. There are 304 teachers employed by the District. The State Department of Education has given the elementary schools an "A" rating. The high school and junior high schools have received full accreditation from the North Central Association of Colleges and Secondary Schools. The school system has been an innovator for the State of Arkansas. The Fayetteville system was the first in the state to establish a General Adult Education Program in Arkansas and to construct the first Open -Space school with interior walls or partitions. The high school was the first one in the State to utilize modular scheduling, team teaching, large and small group instruction, independent study and individualized instruction. Fayetteville also has a Technical High School serving anyone who wishes to receive the training. This school offers 140 training courses in conjunction with Fayetteville High School. The technical training includes such courses as building trades, auto mechanics, drafting, dental assisting, body and fender repair, cosmetology, and printing. Day classes are mainly for high school students and adults attend evening classes. POPULATION 111 The City of Fayetteville had a 51.6% increase in population from 1960 to 1970. The City had a population of 20,274 in 1960 and 30,729 in 1970. 1977 population was 37,000. Washington County also experienced an increase in population with 55,800 in 1960 and 77,370 in 1970, a 39% increase. The County had an estimated 1976 population of 90,700. - 14 - • 1!" FINANCIAL INSTITUTIONS • The First National Bank, McIlroy Bank, Northwest National Bank, First Federal Savings and Loan Association,and Fayetteville Savings and Loan Association presently serve the City. Combined Savings and Year Loan Deposits Tg§ $ 29,713,338 1970 34,134,196 1971 39,038,926 1972 50,957,277 1973 60,374,285 1974 68,362,037 1975 79,847,449 1976 94,448,096 1977 106,790,498 1978 123,449,993 INDUSTRY AND BUSINESS Combined Bank Deposits $ 67,871,118 71,968,082 78,580,000 92,481,748 113,780,149 126,832,162 140,484,593 160,971,735 178,074,104 180,788,344 Company Armstrong Bros. Tool Company Ayers Furniture Products Baldwin Piano and Organ Company Bear Brand Hosiery Company - Campbell Soup Company College Club Dairy Farm Service Cooperative Gould, Inc; Kearny Company Levi Strauss and Company McClinton -Anchor Company Mexican Original Products, Inc. Northwest Arkansas Times Shakespeare of Arkansas Shipley Baking Company The Standard Register Company BUILDING PERMITS AND UTILITY CONNECTIONS Year 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 Building Permits $ 3,703,722 6,321,400 11,377,440 11,291,782 8,600,179 6,884,021 8,689,113 17,118,103 20,344,574 19,218,988 Business Industrial hand tools Wood furniture Electronic musical instruments Hosiery Frozen processed foods Milk and dairy products Feeds, seeds, fertilizers, etc. Copper fittings and air condi- tioning parts Electrical tools and parts Pants, jackets, vests 'Limestone products, asphalt Fir -messed mexican food Newspaper Sporting goods Bread products Business forms Gas Meters 8,718 8,843 8,992 9,212 9,211 9,341 9,494 9,802 10,256 N.A. -15- Electric Meters Tele.hones . 9,325 21,624 9,599 23,083 9,917 24,385 10,501 25,725 11,254 27,443 12,453 28,303 12,709 29,986 13,020 30,924 13,700 33,095 15,718 34,567 Number of Employees SO- 99 50- 99 500-999 200-299 1,000-2,499 50- 99 100-199 300-499 200-299 300-499 200-299 200-299 50- 99., .200-299 50- 99 , 300-499 SALES MANAGEMENT ESTIMATES OF RETAIL SALES Year 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 Washing (Faye S144, 158, 171, 180, 193, 239, 239, 249, 267, 290, ton County tteville) 119,000 280,000 581,000 494,000 915,000 862,000 559,000 887,000 278,000 122,000 Benton County (Springdale) S 68,378,000 70,211,000 75,281,000 80,960,000 86,762,000 107,449,000 136,879,000 154,303,000 177,323,000 197,526,000 Total Retail Sales $212,497,000 228,491,000 246,862,000 261,454,000 280,677,000 347,311,000 376,438,000 404,190,000 444,601,000 487,648,000 TRANSPORTATION II Air transportation is furnished by Frontier Airlines and Scheduled Skyways, Inc. at Drake Field Airport. There is one paved, north/south runway, 100 feet by 6,000 feet. In 1976 38,918 passengers enplaned and 835,635 pounds of cargo came through the airport. II Jefferson Lines (Crown Coach), Arkomo and Continental Trailways Bus Lines, with regular scheduled daily runs, provide connections to all major points in the Unged States. Rail transportation is furnished by the St. Louis -San Francisco Railroad, servicing the Midwest and Southwest. Seven common carrier truck lines provide service. RECREATION Fayetteville is circled by lakes on the miles from Fayetteville, provides fishing, versity of Arkansas provides various sport The State of Arkansas has many areas which wildlife. White River. Beaver Dam and Reservoir, located ten skiing and other water -related sports. The Uni- ing events, which attract many people to the area. permit the hunting of deer, quail, dove and other HOSPITALS Fayetteville, the medical center of Northwest Arkansas, is served by three hospitals; the City Hospital and Washington Regional Medical Center, with a combined total of 326 beds, and the Veterans Hospital, with a total of 254 beds. Washington Regional Medical Center was recently expanded and is now the most modern and best equipped hospital in the Northwest Arkansas area. -16-- m=1- • A .k.1F• Nov 4- The • • • Ratings are not being requested. • ••••• RATINGS It - TAX EXEMPTION The delivery of the Bonds is subject to an opinion of Messrs. Friday, Eldredge & Clark, little Rock, Arkansas, Bond Counsel to the City ("Bond Counsel"), to, the effect ,that interest%on the Bonds is exempt from all present' Federal income taxes under existing statutes, rulings, regula- tions and court decisions.The laws, regulations,'court decisions and administrative rcgula- tions and rulings upon which the conclusion stated in Bond Counsel's opinion will be based are subject to change by the -Congress, the Treasury Department and later judicial and administra- tive decisions. REGISTRATION AND QUALIFICATION OF BONDS FOR SALE The sale of the Bonds has not been registered under the Feclarej- SecUrceies Act of 1933, is amended, in reliance upon the exemption provided thereunder Sect:it:m30Y (2); and the Bonds have not been qualified under the securities acts of any jurisdictiOn." The City assumes no responsibility for qualification of the,Bonds_under the securities laws of any jurisdiction in ich the Bonds may be sold, Assigned, Olecided,-Fiypot.hecated Or'otheemise transferred. This disclaimer of responsibility for qualification for sale or other dispositIon'of the Bonds shall not be construed as an interpeetation of any kind with regard to the availability of any exemption from securities registeation provisions. The opinion of Bond Counsel will not include any opinion reflecting the status of,the Bonds under the securities law of any juris- diction. LEGAL INVESTMENTS IN ARKANSAS No •review •of the laws of any state, including Arkansas, has been made to determine whether the 'Bonds are legal investments for various institOtions in those states. The opinion of Bond Counsel will not include any opinion respecting the legality of investment for various institu- tions in those states. LEGAL OPINIONS AND NO -LITIGATION CERTIFICATE The City will furnish a complete transcript of proceedings had incident to the authorization and issuance of the Bonds, including:the unqualified -approving legal opinion of Bond Counsel, to the effect that the Bonds are valid'and legally binding obligations of the City, and, to like effect and to the effect that the interest on the Bonds is exempt from Federal incoMe taxation under existing statutes, regulations, -rulings and court decisions. The customary closing papers, including a certificate to-theeffect that no litigation of any nature has been filed or is then pending to restrain the issuance and delivery of the Bonds, or which would affect the provision made for their payment or security, or in any manner questioning the validity of said Bonds or the coupons appertaining thereto; will also be furnished. Bond Counsel was not requested to participate, and did not take paet,..-in...the preparation of the Official Statement, and such firm has not assumed any responsibility with respect thereto or undertaken inde- pendently to verify any of the information contained therein, except that, in its capatity as Bond Counsel, such firm has reviewed .the information describing the Bonds in the Official Statement to verify that such description conforms to the provisions of the bond resolution. The legal fees to be paid Bond Counsel for services rendered in connection with the issuance of the Bonds are contingent on the sale andbdelivery of the Bonds and will be paid from Bond proceeds. The legal opinion will be printed on'the Bonds. All other expenses of issuance will be paid from Bond proceeds. AUTHENTICITY OF FINANCIAL INFORMATION The financial data and other information contained -herein have been obtained from the City's records, audited financial statements and other sources which are believed to be reliable. There is no guarantee that any of the assumptions or estimates contained herein will be realized. All of the summaries of the statutes, documents and resolutions contained in this Official Statement are made subject to all of the provisions of such statutes, documents and resolutions. These summaries do not purport to be complete statements of such provisions and reference is' made to such documents for further information. Reference is made to original documents in all respects. - 17 - CERTIFICATION OF THE OFFICIAL STATEMENT At the time of payment for and delivery of the Bonds, the Purchaser will be furnished a certificate, executed by proper officers, acting in their official capacity, to the effect that to the best of their knowledge and belief: (a) the descriptions and statements of or pertain- ing to the City contained in its Official Statement, and any addenda, supplement or amendment thereto, on the date of such Official Statement, on the date of sale of said Bonds and the acceptance of the best bid therefor, and on the date of the delivery, were and are true and correct in all material respects; (b) insofar as the City and its affairs, including its financial affairs, are concerned, such Official Statement did not and does not contain an untrue statement of a material fact or omit to state a material fact required to be stated therein or necessary to make the statements therein, in the light of the circumstances under which they were made, not misleading; (c) insofar as the descriptions and statements, includ- ing financial data, of or pertaining to entities, other than the City, and their activities contained in such Official Statement are concerned, such statements and data have been obtained from sources which the City believes to be reliable and that the City has no reason to believe that they are untrue in any material respect; and (d) there has been no material adverse change in the financial condition of the City since the date of the last audited financial statements of the City. The City will furnish the Purchaser, copy of a resolution of the Board of will approve the form and content of amendment thereto, and authorize its chaser. ATTEST: ANGELA R. MEDLOCK City Clerk City of Fayetteville, Arkansas as a part of the transcript of proceedings, a certified Directors as of the date of the sale of the Bonds which this Official Statement, and any addenda, supplement or further use in the reoffering of the Bonds by the Pur- -18 - DAVID MALONE Mayor City of Fayetteville, Arkansas '• -APPENDIX - The information contained in.this Appendix has been reproduced from the City of Fayetteville, Arkansas General Fund Audit Report for the Fiscal Year Ended December 31, 1978. The infor- mation as presented represents only a part of the General Fund Audit Report and does not purport to be a complete statement of the City's General Fund financial condition. Reference is made to the complete General Fund Audit Report for further information.