HomeMy WebLinkAboutOrdinance - 4204-1963 - Authorizing the Issuance of $1,666,000.. -r Amended by Ordinance No. 4205, October 10, 1963 •
MINUTES PERTAINING TO PASSAGE OF ORDINANCE AUTHORIZING
THE ISSUANCE OF $1,666,000 "CITY OF LUBBOCK, TEXAS,
ELECTRIC LIGHT AND POWER SYSTEM REVENUE REFUNDING
OONDS, SERIES 196311
THE STATE OF TEXAS
CITY OF LUBBOCK
COUNTY OF LUBBOCK I
ON THIS, the 3rd day of October, 1963, the City
Commission of the City of Lubbock, Texas, convened in special
session at the regular meeting place thereof in the City Hall,
there being present and in attendance the following members,
to-wit:
JACK F. STRONG
W. E. ALDERSON
ROLAN SIMPSON
W. c. O'MARA
MARVIN McLARTY,JR.
MRS. IAVENIA LOWE
MAYOR
l COMMISSIONERS
and
City Secretary
also being present; and with the following absent: ---------------~
------~•=o~n=e ____________ , constituting a quorum; at which time
the following, among other business, was transacted, to-wit:
O'Mara introduced the following ----~~~--------------------~
ordinance: ORDINANCE NO, 4204
11AN ORDINANCE authorizing the issuance of 'City of
Lubbock, Texas, Electric Light and Power System
Revenue Refunding Bonds, Series 1963' in the
principal amount of ONE MILLION SIX HUNDRED SIXTY
SIX THOUSAND DOLLARS ($1,666,000) for the purp ose
of discharging, refunding, redeeming, cancelling and
in lieu of a like amount of valid and special
obligation indebtedness of the City's Electric Light
and Power System evidenced by three series of revenue
bonds known as 'City of Lubbock, Texas, Electric
Light System Revenue Bonds, Series 1949' dated
May 1, 1949, 'City of Lubbock, Texas, Electric
Light System Revenue Bonds, Series 1951', dated
January 1, 1951 and 'City of Lubbock, Texas,
Electric Light System Revenue Refunding Bondar,
dated September 1, 1958, said three aeries of
bonds aggregating the sum of ONE MILLION SIX
HUNDRED SIXTY SIX THOUSAND DOLLARS ( $1,666,000),
.., ..... . \...
constituting all the outstanding bond indebtedness
of the Cityrs Electric Light and Power System;
prescribing the form of the refunding bonds and the
interest coupons appurtenant thereto; pledging the
net revenues of the City's Electric Light and Power
System to the payment of said bonds and the interest
thereon; providing for the subsequent issuance of
bonds on a parity with those herein authorized;
providing certain covenants pertaining to the
bonds herein authorized and the funds from which
same are to be paid; enacting and ordaining sundry
provisions incident and relating to the subject
and purpose of this ordinance; and declaring an
emergency."
The ordinance was read in full and thereupon Commissioner
____ O_'_Ma __ r_a _______ moved that the charter rule prohibiting the passage
of ordinances on the day on which introduced, unless declared an
emergency measure, be suspended for the reasons set forth and
defined in the preamble thereto. The motion was seconded by
Commissioner __ ~S~1~ap~•-o~n _________ and carried by the following vote:
YEAS: Mayor Strong and Commissioners Alderson,
Simpson, O'Mara and McLarty.
NAYS: None.
Commissioner Alderson then moved that the
ordinance be finally passed as an emergency measure to take
effect immediately from and after its passage. The motion was
seconded by Commissioner O'Mara and carried by the following
vote:
YEAS: Mayor Strong and Commissioners Alderson,
Simpson, O'Mara and McLarty.
NAYS: None.
The Mayor then announced the final passage and immediate
effect Qf the ordinance as an emergency measure.
MINUTES APPROVED, th day of October, 1963.
xas
ATTEST:
city ~ry,~o Lubbock,
Texas
(City seal)
ORDINANCE NO. 4204 ----------------
"AN ORDINANCE authorizing the issuance of 1 City of
Lubbock, Texas, Electric Light and Power System
Revenue Refunding Bonds, Series 1963 1 in the
principal amount of ONE MILLION SIX HUNDRED SIXTY
liiX TIDUSAND OOLIARS ($1,666,000) for the purpose
of discharging, refunding, redeeming , cancelling and
in lieu of a like amount of valid and special
obligation indebtedness of the City's Electric Light
and Power System evidenced by three aeries of revenue
bonds known as 'City of Lubbock, Texas, Electric
Light System Revenue Bonds, Series 1949 1 dated
May 1, 1949, 'City of Lubbock, Texas, Electric
Light System Revenue Bonds, Series 1951 1 , dated
January 1, 1951 and 1City of Lubbock, Texas,
Electric Light System Revenue Refunding Bonds',
dated September 1, 1958, said three series of
bonds aggregating the sum of ONE MILLION SIX
HUNDRED SIXTY SIX THOUSAND DOLLA.RS ( $1,666, 000)
constituting all the outstanding bond indebtedness
of the City's Electric Light and Power System;
prescribing the form of the refunding bonds and the
interest coupons appurtenant thereto; pledging the
net revenues of the City1 s Electric Light and Power
System to the payment of said bonds and the interest
thereon; providing for the subsequent issuance of
bonds on a parity with those herein authorized;
providing certain covenants perta~ning to the
bonds herein authorized and the funds from which
same are to be paid; enacting and ordaining sundry
provisions incident and relating to the subject
and purpose of this ordinance; and declaring an
emergency. "
WHEREAS, the City of Lubbock has now outstanding
certain revenue bonds payable from and ratably secured by a
first lien on and pledge of the net revenues of the City's
Electric Light and Power System, said bonds being further des-
cribed as follows:
"City of Lubbock, Texas, Electric Light System
Revenue Bonds, Series 1949, dated May 1, 1949,
Numbersl451 through 2300, due serially on
May 1st in each of the years 1964 through 1969,
in denomination of $1,000 each, bearing interest
at the rates of 2-1/2% per annum, aggregating
the principal sum of $850,000, all subject to
call for redemption on November 1, 1963;
"City of Lubbock, Texas, Electric Light System
Revenue Bonds, Series 1951, dated January 1, 1951,
Numbers 419 through 774, due serially on January 1st
in eaah of the years 1964 through 1971, in denomination
of $1,000 each, bearing interest at the rate of
2-1/4% per annum, aggregating the principal sum
of $356,000, all subject to call for redemption
on January 1, 1964;
and
"City of Lubbock, Texas, Electric Light System
Revenue Rerunding Bonds, dated September 1, 1958
Numbers 491 through 950, due serially on September
let in each of the years 1964 through 1968, in
denomination of $1,000 each, bearing interest at
the rate of 2-1/2% and 2-3/4% per annum, aggregating
the principal sum of $46o,ooo, all subject to call
for redemption on March 1, 1964;
WHEREAS, the above described bonds constitute all the
bond indebtedness outstanding against the City's Electric
Light and Power System and all are being duly and legally called
for redemption on the redemption dates above specified as to
each series respectively; and
WHEREAS, the City Commission now considers it feasible,
desirable, practicable and in the City's beat interest now to
provide for the issuance of $1,666,000 Electric Light and Power
System Revenue Refunding Bonds, pursuant to the provisions of
applicable laws including Articles 1111 to 1118, R.C.S. of Texas,
1925, as amended, for the purpose of discharging, refunding,
redeeming, cancelling and in lieu of a like amount of the above
described outstanding bond indebtedness; said refunding bonds to
mature, to bear interest and to be subject to such conditions,
privileges and restrictions as are hereinafter provided; and
WHEREAS, the City Commission has found and hereby
declares that there is an urgent public necessity that it proceed
with the issuance of such revenue refunding bonds for the purpose
of providing funds with which to discharge, redeem, refund and
cancel the outstanding indebtedness of the City's Electric Light
and Power System hereina~oue referred to at the earliest possible
date ana that therefore this Ordinance constitutes an emergency
measure for the immed:la te preservation of the public peace,
property, health, safety, good government, order and security of
the City and its inhabitants; therefore
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
LUBBOCK:
SECTION 1: Authorization -Princ~Eal Amount -
Desi~nation. That in order to borrow the sum of ONE MILLION
SIX HUNDRED SIXTY SIX THOUSAND DOLLARS ($1,666,000) for the
purpose of discharging, refunding, redeeming, cancelling and in
lieu of a like amount of valid and subsisting special obliga-
tions of the City of Lubbock, Texas, payable from and ratably
secured by a first lien on and pledge of the net revenues of the
City's Electric Light and Power System more fully described in
the preamble hereof {hereinafter referred to as "underlying bonds")
the City Commission of the City of Lubbock, Texas, by virtue of
authority conferred by the laws of the State of Texas, including
Articles 1111 to 1118, inclusive, has determined that there shall
be issued and there is hereby ordered to be issued a series of
coupon bonds in the total principal sum of ONE MILLION SIX HUNDRED
SIXTY SIX THOUSAND DOLLARS ($1,666,000) to be designated uCITY
OF LUBBOCK, TEXAS, ELECTRIC LIGHT AND POWER SYSTEM REVENUE
REFUNDING :OONDS., SERIES 1963", dated and maturing as set out
below, and which said series of bonds shall be payable as to both
principal and interest solely from and secured by a first lien on
and pledge of the net revenues of the City's Electric Light and
Power System, as hereinafter defined.
SECTION 2: Date -Numbers -Maturity. Said bonds
shall be dated October 15g 1963; shall be numbered consecutively
from One (1) to Three Hundred Thirty Four {334), both inclusive,
shall be in denomination of FIVE THOUSAND DOLLARS ($5,000) each,
except Bond Number One (1) which shall be in denomination of
ONE THOU~ DOLLARS ($1,000); aggregating the principal sum of
ONE MILLION SIX HUNDRED SIXTY SIX THOUSAND DOLLARS { $1,666, 000) ,
and shall become due and payable serially, without right of
prior redemption, in accordance with the following schedule:
I
RUMlBRS DBNOIIIRATI01f IIIATURITY
1 $1,000 l 2 to 35 5,000 April 15, 1964 $171,000
36 to 69 5,000 October 15, 1964 170,000
70 to 103 5,000 April 15, 1965 170,000
104 to 136 5,000 October 15, 1965 165,000
137 to 169 5,000 April 15, 1966 165,000
170 to 202 5,000 October 15, 1966 165,000
203 to 235 5,000 April 15, 1967 165,000
236 to 268 5,000 October 15, 1967 165,000
269 to 301 5,000 April 15, 1968 165,000
302 to 334 5,000 October 15, 1968 165,000
SBC'l'ION 3: Interest. Said :Borns shall bear interest
from date thereof to maturitr at the following rates per annua;
that 1a to say--
(a) Bonds Numbered 1 through 136 maturing semi-
annually April 15, 1964 through October 15, 1965,
shall bear interest at the rate or 2-1/~ per annum;
(b) Bonds Humbered 137 through 334, JD&turing
ae~i-annually on April 15, 1966 through October 15, 1968,
shall bear interest at the rate of 2-3/~ per annum;
auch interest to be evidenced by proper coupons attached to each
of aaid bonds and said interest shall be payable on April 15,
1964, and semi-annually thereafter on October 15 and April 15 in
each year.
SECTION 4: Places of Pamnt. Both principal of and
interest. on this series or refunding bonds ~hall be payable in
lawful money of the United States or America, without exchange or
collection charges to the owner or holder at the CITIZENS HlTIONAL
MNK, Lubbock, Texas, or at the option or the holder at THB J'IRST
!IATIONAL CITY BUlK OF HlN YORK, New York C1 ty, New York, upon
presentation ani surrender of bonds or proper coupons.
SECTION 2: Bonds -Special Obligations. Said bonds
shall constitute special obligations of the City of Lubbock
and each of said bonds shall contain the following recitation:
11The holder hereof shall never have the right to
demand payment of this obligation out of any funds
raised or to be raised by taxation."
SECTION 6: Execution of Bonds and Interest Coupons.
The corporate seal of the City of Lubbock may be impressed on
each of said bonds or in the alternative a facsimile of such
seal may be printed thereon. The bonds and interest coupons
appurtenant thereto may be executed by the imprinted facsimile
signatures of the Mayor and City Secretary of the City and exe-
cution in such manner shall have the same effect as if such
bonds and coupons had been signed by the Mayor and City Secretary
in person through their manual signatures. Inasmuch as such bonds
are required to be registered by the Comptroller of Public
Accounts for the State of Texas, only his signature (or that of a
deputy designated in writing to act for the Comptroller) shall be
required to be manually subscribed to such bonds in connection
with his registration certificate to appear thereon, as hereinafte
provided; all in accordance with the provisions of "Texas Uniform
Facsimile Signature of Public Officials Act" enacted by the 57th
Legislature of Texas at its Regular Session in 1961.
SECTION 7: Form of Bonds. The form of said bonds
shall be substantially as follows:
NO. __ _ UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF LUBBOCK
CITY OF LUBBOCK1 TEXAS, ELECTRIC LIGHT AND POWER SYSTEM
REVENUE REFUNDING BOND, SERmS 1963
I
THB CITY OF LUBBOCK, County of Lubbock, State or Texas,
'. . a municipal corporation duly incorporated under the laws or the
State of Texas a~d acting under its Home Rule Charter, POR VALUB
RBCBIVBD hereby acknowledges itself' indebted to and promisee to
pay to the bearer hereof out of the revenues specified in thia
bond, without right or prior redemption, on the FIFTBBNTH DAY OF
196__~
_______ _..THOUSAND DOLIARS
($ _____ ), in lawful money of the United States of America,
with interest thereon from date hereof to maturity at the rate
or _________ PER CENTUM ( ___ __..) payable on April 15,
1964 and semi-annually thereafter on October 15 and April 15 in
each year, the interest falling due on or prior to maturity
hereof being payable only upon presentation ana surrender of the
interest coupons hereto attached as they severally become due .
B:>'rH PRDICIPAL and interest of this bond are payable at
the CITIZENS HA.'l'IOHAL BlHK, Lubbock, Texas, or at the option of
the holder at M IPIRST HA'l'IOHA.L CITY BANK OP NKW YORK, New York
. . .
City, lfew York, without exchange or collection charges to the owne
or holder and the said City or Lubbock, Texas, is hereby held and
firmly bound to apply the pledged, appropriated revenues or ita
Electric Light and Power System to the prompt payment o.f interest
on this bond as it ralls due and the principal thereof at maturity
and to pay the said principal and interest as they mature.
THIS BORD is one of a series or like tenor and ettect,
except as to number, interest rate and maturity, aggregating
ONB MILLION SIX HUNDRED SIXTY SIX 'l'HOUSA.ND DOLlARS ( $1,666,000) 1 . . .
l'.lumbered conaecutivel7 from One (1) to Three Hundred Thirty Four
(334), both inclua1Ye, Humber One (1) being in denomination of
One Thousand Dollars {$1,000) and Numbers TWo (2) to Three
Hundred Thirty Pour (334), both inclusive, being in denomination
of Five Thousand Dollars ($5,000) each, issued for the purpose
of discharging, refunding, redeeming, cancelling and in lieu
of a like amount of valid and subsisting special obligations of
the City evidenced by three series of revenue bonds aggregating
$1,666,000 in principal amount, (being "City of Lubbock, Texas,
Electric Light System Revenue Bonds, Series 1949", dated May 1,
1949 in the principal sum of $850,000; "City of Lubbock, Texas,
Electric Light System Revenue Bonds, Series 195111 , dated January 1.,
1951 in the principal sum of $356,000; and "City of Lubbock,Texas,
Electric Light System Revenue Refunding Bonds,11 :ilated September 1,
1958, in the principal sum of $460,000), in accordance with the
Constitution and laws of the State of Texas, including the pro-
visions of Articles 1111 to 1118, both incluste, Revised Civil
Statutes of Texas, 1925, as amended, and pursuant to an ordinance
passed by the City Commission of the City of Lubbock, Texas, and
duly recorded in the Minutes of said City Commission.
THE ~TE of this bond in conformity with the ordinance
aforementioned is October 15, 1963.
THIS BOND, as well as all bonds of its series constitute
special obligations of the City of Lubbock, Texas, payable as
principal and interest and equally secured by a first lien on
pledge of the revenues of the City's Electric Light and Power
3ystem after deduction of reasonable expenses of operation and
maintenance.
THE CITY OF LUBBOCK expressly r-eserves the right to
issue further and additional revenue bond obligations, in all
things on a parity with the bonds of this series and payable
from and equally secured by a first lien on and pledge of the
to
and
net revenues of the City's Electric Light and Power System,
PROVIDED., HOWEVER., that any and all such further parity bonds may
be so issued only in accordance with the covenants, conditions,
limitations and restrictions relating thereto which are set out
and contained in the ordinance authorizing this series of bonds,
and to which said ordinance reference is hereby made for full and
complete particulars.
The holder hereof shall never have the right to demand
payment of this obligation out of any funds raised or to be raised
by taxation.
EACH successive holder of this bond, and each successive
holder of the coupons hereto attached, is conalusively presumed to
forego and renounce his equities in favor of subsequent holders
for value without notice, and to agree that this bond and each of
the coupons hereto attached, may be negotiated by delivery by
any person having possession hereof, however such possession may
have been acquired, and that any holder who shall have taken this
bond or any of the coupons from any person for valGe without no-
tice thereby has acquired absolute title thereto, free of all
equities and claims of ownership of any such prior holder. The
City of Lubbock and its of~ials and the paying agents hereinabove
named shall not be affected by any notice to the contrary.
AND IT IS HEREBY CERTIFIED AND RECITED that the issuance
of this bond, and the series of which it is a part, is duly autho-
rized by law; that all acts, conditions and things required to
exist and to be done precedent to and in the issuance of this bond
to render the same lawful and valid have. been properly done, have
happene~ and have been performed in regular and due time, form and
manner, as required by the Constitution and laws of the State of
Texas, and the ordinance hereinabove mentioned; that this series o
revenue bonds does not exceed any constitutional or statutory
limitations; and that provision has been made for the payment Gf
the principal and interest of this bond, and the series of which
it is a part, by irrevocably pledging therefor the net revenues
ot the City's Electric Light and Power System.
D T.BS'J.'IMOHY WBBRBOF, the City Commission of the Oi ty
of Lubbock, Texas~ in accordance with the provisions of the
"Texas Unitora Facsimile Signature of Pu~lic Officials Act•
enacted by the 57th Legislature ot Texas at its regular session
in 1961, bas caused the seal of said City to be impressed or a
facsimile thereof to be printed hereon, and this bond and its
appurtenant coupons to be executed with the imprinted facsimile
signatures of the Mayor and City Secretary of said City as of the
15th day of October, 1963.
Jliyor, city or Lubbock, Tixas
COUH'!'ERSIGNED:
city secretary, city ot Lubbock, Texas
SECTION 8: J!2rm of, Coupon,s •. ·The form of said interest
-coupons shall be substantially as follows:
NO. -OH THE FIF'l'EBN'fH DAY OF 19 --
The City of Lubbock, a municipal corporation of the State of
Texas, hereby promises to pay to bearer, the amount shown
hereon out of funds specified in the bond to which this coupon
is attached, and in lawful money ot the United States of America~
without exchange or collection charges to the owner or hoider,
at the CI'l'IZBNS MA.TIONAL BA.NK, Lubbock, 'l'exas, or at the option of
. . .. .
the holder at i'HE FIRST NATIONAL Cifi BlNK OF lfBV YORK, New York
City, New York.
such sum being six months' interest due that date on 11CITY OF
LUBBOCK1 TEXAS~ ElECTRIC LIGHT AND POWER SYSTEM REVENUE
REFUNDING :OOND1 SERIES 1963", dated October 15, 1963. The
holder hereof shall never have the right to demand payment of
this obligation out of funds raised or to be raised by taxation.
Bond No. ___ •
Secretary,City of Lubbock,Texas Mayor, City of Lubbock, Texas
SECTION 9: Form of Comptroller's Certificate. Sub-
'
stantially the following shall be printed on the back of each
bond:
OFFICE OF COMP!ffiOLLER
STATE OF TEXAS I REGISTER NO. __
I HEREBY CERTIFY that there is on file and of record
in my office a certificate of the Attorney General of the State
of Texas, to the effect that this bond has been examined by him
as required by law, and that he finds that it has been issued in
conformity with the Constitution and laws of the State of Texas,
and that it is a valid and binding special obl~gation upon said
City of Lubbock, Texas, payable from the revenues pledged to its
payment by and in the ordinance authorizing same, and said bond
has this day been registered by me.
WITNESS MY HAND AND SEAL OF OFFICE, at Austin, Texas,
Comptroller of Public Accounts of the
State of Texas
SECTION 10: Approval by Attorney General -Registration
b~ Comptroller of Public Accounts. After the aforementioned bonds
have been executed by the City officials as hereinafter provided,
they shall be presented to the Attorney General of the State of
Texas for examination and approval. The City of Lubbock having
the right under the law, to issue and sell the bonds herein
authorized and to deliver them upon cancellation of the underlying
bonds, when the bonds herein authorized have been so approved by
the Attorney General and the City has made the deposits required
and has otherwise complied with the law in such respects, the
Comptroller of Public Accounts of the State of Texas, shall regis-
ter said bonds despite the fact that some or all of the underlying
bonds shall not have been surrendered by the holders thereof for
payment and cancellation.
SECTION 11: Definitions. For all purposes of this
ordinance and for clarity with respect to the issuance of the
bonds herein authorized and the pledge and appropriation of
revenues therefor, the following definitions are provided.
(1) The term 11 System11 shall mean all properties,
real, personal, mixed, or otherwise, now owned or hereafter
acquired by the City of Lubbock through purchase, construction
or otherwise, and used in connection with the City1 s Electric
Light and Power System and in anywise appertaining thereto,
whether situated within or without the limits of the City.
(2) The term "Net Revenues" sqall mean the gross
. .
revenues of the City's Electric Light and Power System leas
the expense of operation and mmntenance. Such expense of
operation and maintenance shall not incl~de depreciation
charges or funds pledged for the bonds herein authorized and
additional parity bonds hereafter authorized, but shall
include all salaries, labor, materials, repairs, extensions
necessary to render services, provided, however, that in
determining ttNet Revenuesn only such repairs and extensions . . as in the judgment of the City Commission, reasonably and
fairly exercised are necessary to keep the System in
operation and render adequate service to the City and
inhabitants thereof, or such as might be necessary to
remedy some physical defect which otherwise would impair
the security of the bonds authorized by this ordinance or
additional parity bonds permitted to be issued under
Section 21 hereof, shall be deducted.
( 3) The term ".Bonds 11 whenever same appears in this
ordinance without any qualifying language, shall mean the
$1,666,000 of revenue refunding bonds authorized by this
ordinance.
(4) The expression uAdditional Parity .Bonds" shall mean
those bonds which the City reserves the right to issue under
the provisions of Section 21 hereof.
(5) The term "Underlying Bonds" shall mean: the
"City of Lubbock, Texas, Electric Light System Revenue Bonds,
Series 1949,11 dated May 1, 1949, Numbers/JI.51 through 2300,
due serially.on May 1st in each of the years 1964 through
1969, aggregating the principal sum of $850,000; "City of
Lubbock, Texas, Electric Light System Revenue Bonds, Series
1951", dated January 1,_ 1951, Numbers 419 through 774, due
serially on January 1st in each of the years 1964 through
1971, aggregating the principal sum of $356,000 and
~City of Lubbock, Texas, Electric Light System Revenue
·,
Refunding Bonds," dated September 1, 1958, Numbers 491
through 950, due serially on September 1st in each of the
years 1964 through 1968, aggregating the principal sum of
$460,000, all of which are to be discharged, redeemed and
cancelled with the proceeds of the bonds herein authorized.
SECTION 12: Pledge. The City of Lubbock covenants
and agrees that all of the net revenues of the System are hereby
irrevocably pledged equally for the payment of principal and
interest of the bonds and the additional parity bonds if issued
under the conditions and in the manner specified in this ordinance,
all of which shall constitute a first lien on and pledge of the
net revenues of the System.
SECTION 13: System Fund. All receipts, revenues and
income of every nature in any manner derived from ownership and
operation of the System shall constitute a separate and sacred
fund which in no event shall be diverted or drawn upon except
under the provisions and for the purposes herein prescribed.
All such receipts, revenues and income shall be paid over and
deposited with the City's depository within twenty four (24)
hours after collection. The account to which said Fund shall
be deposited shall be known as the Electric Light and Power System
Fund (hereinafter referred to as the "System Fund u) to be kept
separate and apart from all other city funds or accounts.
Specifically as related to the bonds herein authorized, the
S~tem Fund shall be and is hereby pledged and shall be devoted
and applied to the purposes enumerated in Section 14 following
and in the order of precedence shown therein.
SECTION 14: Flow of System Fund. All moneys paid over
and deposited in the System Fund as provided in Section 13 above
shall be pledged, appropriated and employed as follows:
(1) For the payment of those necessary and reasonable
expenses of operating and maintaining the System as are set
forth in Paragraph 2 of Section 11 hereof relating to the
definition of "Net Revenues".
(2) To the uSpecial Electric Light and Power System
Re~ue Refunding Bonds, Series 1963 Retirement and Reserve
Fund11 {hereinafter referred to as the "Bond Fund 11 ) hereby
. .
created for the bonds herein authorized which shall be used
for no purpose other than for the payment, redemption and
retirement of such bonds and the interest thereon, in
accordance with the terms and provisions of this ordinance.
All funds received from the purchasers of the bonds as
accrued interest thereon to the date of delivery shall be
placed in this Fund. In addition to the City1s obligation
to provide this Fund with all amounts required to pay as
-----
due each of the semi-annual principal and interest installments
pertaining to the bonds herein authorized, said Bond Fund
shall contain a reserve portion in the sum of $ 360#000
Said amount of $ 360~000 being on deposit in the ------------------
City's official Depository to the credit of the underlying
bonds, said amount is hereby appropriated for the purpose
of constituting the reserve portion of the Bond Fund herein
established and the proper City Officials are hereby autho-
rized and directed to take such steps as are necessary to
transfer such amount from the funds heretofore provided
for the underlying bonds, immediately upon the sale and
delivery of the bonds herein authorized, and to set same
over into the Bond Fund herein established so that same may
constitute the reserve portion thereof. It is the City1 s
Purpose and intent, and it so covenants, that the reserve
portion of the Bond Fund shall be continuously maintained
in the sum of $ 360,000 in excess of the next maturing
installment of principal and interest of the bonds until
all of same and all interest perta1ning thereto have been
fully paid and discharged, or, until such time as said
Bond Fund, including said reserve portion, shall contain
0
amounts equal to the total principal and interest require-
ments of said bonds then outstanding to their final
maturity. Said reserve shall be used for the purpose of
meeting the requirements of the bonds, if need be, and
if at any time any amount of said reserve is required for
use as aforesaid~ said reserve shall be supplemented out
of the first system funds available therefor to such
extent as will make up the deficiency in said reserve as
rapidly as possible. The pledge of the System Fund for the
reserve portion of the Bond Fund shall be subordinate only
to the actual interest and principal requirements of the
bonds or additional parity bonds.
SECTION 15: Method of Proviqing Amounts for Semi-
annual Interest and Princi~a~ Requirements of the Bonds.
Immediately upon issuance and delivery of the bonds herein autho-
rized the City Treasurer shall transfer all moneys remaining in
the Special Interest and Sinking Fund Accounts of the underlying
bonds to the "Bond Fund" herein created. Further the City
Treasurer is instructed to calculate the amount of each next
succeeding installment of interest and principal of the bonds
and~ when transferred moneys are no longer adequate, to withdraw
the necessary amounts from the System Fund and deposit them in
equal monthly installments in the Bond Fund. Upon the employment
and exhaustion of all the aforementioned transferred amounts the
monthly deposits for bond requirements shall be made on the 1st
day of each month and shall consist of not less than one-sixth
of the next semi-annual installment of interest and principal.
In the event the income and revenues of the System are insuffi-
cient in any month to permit the required deposits into the
Bond Fund in accord with the provisions hereof or if for any
other reason the City shall fail to make the required deposits
into the Bond Fund (including the reserve portion if same has
become depleted) the amount of such deficiencies shall be made
up as promptly as available System Funds will permit.
SECTION 16: Surplus Revenues. After all requirements
of Paragraphs 1 and 2 of Section 14 hereof have been satisfied
and all similar requirements of any additional parity bonds
hereafter issued and after all deficiencies existing in such
req~ments have been remedied, surplus revenues of the System
may be used for any other proper city purposes now or hereafter
permitted by General Law, including the use thereof for retiring
in advance of maturity any such bonds or additional parity bonds
by purchase on the open market at not exceeding the market value
thereof. Nothing herein shall be construed, however, as impairing
the right of the City to pay, in accordance with the provisions
thereof, any junior lien bonds legally issued by it.
SECTION 1~: Security for Eleonric System Bond Fund.
All funds herein provided for the Electric System Bond Fund
herein established shall be kept separate and apart from all
other city funds and shall be continuously secured by a valid
pledge of direct obligations of, or obligations unconditionally
guaranteed by the United States of America, having 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 to be deposited
in said fund. All sums deposited in said bond fund shall be held
as a trust fund for the benefit of the h~lders of the bonds herein
authorized, the beneficial interest in which shall be regarded as
existing in such holders. To the extent that money in the reserve
portion of the Bond Fund is invested under the provisions of
Section 19 hereof such security is not required.
SECTION 18: Custodian of Bond Fund. The custodian of
the Bond Fund shall be the City's official depository bank, and
all deposits prescribed shall be placed in said fund with said
custodian bank. Prior to each interest and principal maturity date
it shall be the duty of the City Treasurer to withdraw from said
fund and place with the paying agent banks money in such amounts
as will be fully sufficient to pay and at such times as will permit
prompt payment of each interest and principal installment.
SECTION 19: Investment of Reserve Portion of Bond Fund.
The Custodian Bank shall, when authorized by the City Commission
invest the reserve portion of the Bond Fund in direct obligations
of, or obligations guaranteed by the United States of America, or
invested in direct obligations of the Federal Intermediate Credit
Banks, Federal Land Banks, Federal National Mortgage Association,
Federal Home Loan Banks or Banks for Cooperatives, and which such
investment obligations must mature or be subject to redemption at
the option of the holder, within not to exceed ten years from the te
of making the investment. Such obligations shall be held by the
depository impressed with the same trust for the benefit of the
bondholders as the Bond Fund itself and if at any time uninvested
funds shall be insufficient to permit payment of principal and in-
terest maturities herein authorized as herein directed the said
depository shall sell on the open market such amount of the securi-
ties as is required to pay said bonds and interest when due and
shall give notice thereof to the City Treasurer. All moneys result-
ing from maturity of principal and interest of the securities in
which the reserve funds are invested shall be reinvested or accumu-
lated in said reserve portion of said Bond Fund and considered a
part thereof and used for and only for the purposes hereinabove
provided with respect to said reserve.
SECTION 20: Rates and Charges. The City of Lubbock
covenants and agrees that so long as any of the revenue bonds
and coupons herein authorized remain outstanding and unpaid it
shall fix and maintain rates and collect charges for the
facilities and services afforded by its Electric Light and Power
System~ which will produce income and revenues sufficient at all
times to:
(~l Pay all necessary operation~ maintenance and
betterment charges and expenses of the System;
(b) Establish and ful)ymaintain the "Bond Fund"
including the reserve portion thereof for the bonds
herein authorized and for any additional parity bonds
hereafter issued in accordance with the provisions
hereof;
(c) Pay the requirements of all other lawful obli-
gations and indebtedness of the System chargeable against
the System, as and when the same shall accrue and become
due.
SECTION 21: Issuance of Additional Parity Bonds.
In addition to the right to issue bonds of inferior lien as
authorized by the laws of the State of Te~as~ the City of Lubbock
reserves the right to issue further revenue bonds payable from
the net income and revenues of the System and when issued in
compliance with law and the terms and conditions hereinafter
appearing such additional bonds shall occupy a position of parity
with and shall be equally and ratably secured by a first lien on
and pledge of the net revenues of the System to the same extent
as the series of bonds authorized by this ordinance. The City
hereby ·covenants and agrees that no additional bonds or other
obligations payable from the net revenues of its Electric Light
and Power System shall be issued on a parity with the series of
bonds herein authorized unless and until the following conditions
have been met:
(a) That the Mayor and City Treasurer have certified
that the City is not then in default as to any covenant, con-
dition or obligattn prescribed by this ordinance or any ordinance
authorizing thei tssuanee of additional parity bonds then outstand-
ing, including showings that all interest, sinking and reserve
funds then provided for have been tully maintained in accordance
with the provisions of said ordinances.
(b) That the applicable laws of the State of Texas in
-force at the time provide permission8ld author~ty for the issuance
of such bonds and have been tully complied with;
(e) That the City has secured from an independent cer-
tified public accountant his writt~n report demonstrating that
the net revenues of theSystem were, during the last completed
fiscal year, or during any consecutive twelve (l2)month period of
the last fifteen (15) consecutive months prior to .the month of
adoption of the ordinaneej authorizing the additional parity bonds,
equal to at least one and one-half (l-1/2) times the average annual
principal and interest requirements of all the bonds which will
be secured by a first lien on and pledge or the net revenues or the
System and which wi~l be outstanding upon the issuance or the addi-
tional parity bonds; and further demonstrating that for the same
period as is employed in arriving at the aforementioned test said
net revenues were equal to at least one and one-fifth (1-1/5) times
the maximum annual principal and interest requirements of all such ~
bonds as will be outstanding upon the issuance of the additional
parity bonds;
(d) That the additional parity bonds ~re made to
mature on April 15 or October 15, or both, in each of the years
in which they are provided to mature;
(e) The ordinances authorizing each series of additional
parity bonds shall provide a reserve for their interest and sinking
fund which reserve shall be in an amount equal to not less than
the average annual principal and interest requirements of such
bonds and to be provided either by outright deposit or by an
accumulation of equal monthly deposits over a period ot not more
than siXty months from the creation or the intemst and sinking fund
(
I
When thus issued such additional parity bonds may be
secured by a pledge of the revenues of the City's System on a
parity in all things with the pledge securing the issuance of
the bonds herein authorized.
SECTION 22: Maintenance and Operation. The City of
Lubbock hereby covenants and agrees that it will maintain the
S~tem facilities in good condition and operate the same in an
efficient manner and at reasonable costs so long as the bonds
or the additional parity bonds are outstanding and unpaid.
The City further agrees to maintain insurance for the benefit
of the holder or holders of the bonds of the kinds and in the
amounts which are usually carried by private companies operating
similar properties, and that during such time all policies of
insurance shall be maintained in force and kept current as to
premium payments. All moneys received from losses under such
insurance policies other than public liability policies are
hereby pledged as security for the bonds until and unless
the proceeds thereof are paid out in making good the loss or
damage in respect of which such proceeds are received, either
by replacing the property destroyed or repairing the property
damaged, and adequate provisions made within ninety {90) days
after the date of the loss for making good such loss or damage.
The premiums for all insurance policies required under the pro-
visions of this section shall be considered as maintenance and
operation expenses.
SECTION 23: Records and Accounts. The City of
Lubbock .hereby covenants and agrees that so long as any of
the bonds herein authorized, or any interest thereon, remain
outstanding and unpaid, it will keep and maintain a proper·;
and complete system of books, records and accounts pertaining to
the operation of the System, separate and apart from all other
records and accounts in which complete and correct entries shall
be made of all transactins relating to the System as provided by
Article 1113, Revised Civil Statutes of Texas, 1925, as amended,
and that the holder or holders of any of the bonds or any duly
authorized agent or agents of such holders shall have the right
at all reasonable times to inspect all such books, records, accoun s
and data relating thereto and to inspect the System and all pro-
perties comprising same. The appropriate City officials are
hereby instructed and directed to do any and all things necessary
or convenient in reference to keeping and maintaining of such
books, records and accounts and to make the moneys available for
payment of the bonds in the manner provided by the aforementioned
statute. The City further agrees that within sixty (60) days
following the close of each fiscal year it will cause an audit
of its books and accounts to be made by an independent firm of
Certified Public Accountants showing the receipts and disburse-
ments for the account of the system for the fiscal year. Each
such audit shall, in addition to whatever other matter may be
thought proper by the Accountant, particularly include the
following:
{a) A detailed statement of the income and expendi-
tures for account of the System for such fiscal year;
(b) A balance sheet as of the end of such fiscal year;
(c) The Accountant's comments regarding the manner
in which the City has carried out the requirements of this
ordinance, and his recommendations for any change or
improvements in the operation, records and accounts of
the System;
(d) A list of the insurance policies in force at
the ·end of the fiscal year on system properties, setting
out as to each policy the amount thereof, the risk covered,
the name of the insurer and the policy's expiration date;
(e) A statement verifying that the securities herein
specified therefor have been on deposit aw security for the
money in the Electric Light and Power System Bond Fund
throughout the fiscal year, and a list of the securities,
if any, in which the reserve portion of such Special Fund
have been invested.
(f) The number of metered and unmetered customers,
if any, connected with any department of the System, showing
totals at the end of the fiscal year.
Expenses incurred in making the audits above required
are to be regarded as maintenance and operation expenses and
paid as such. Copies of the aforesaid annual audit shall be
promptly furnished the original purchasers of the bonds and any
subsequent holder at his request. At the close of the first six
months' period of the fiscal year, the City Manager is directed
to furnish a copy of an operating and income statement in reason-
able detail covering such period to any bondholder upon his request
therefor, received not more than thirty days after the close of
said six months' period. Any bondholder shall have the right to
discuss with the Accountants making the annual audit the contents
thereof and to ask the City Manager for such additional information
as he may reasonably request.
SECTION 24: Remedies in Event of Default. In addition
to all the rights and remedies provided by law by the State of
Teaas, the City covenants and agrees particularly that in the
event the City (a) defaults in payment of principal or interest
on any of the bonds when due, (b) fails tp make the payments into
the Bond Fund as required by SWction 14 of this ordinance, or {c)
defaults in the observance or performance of any other of the
covenants, conditions or obligations set forth in this ordinance,
the following remedies shall be available:
1. The holder or holders of any of the bonds shall
be entitled to a writ of mandamus issued by a court of
proper jurisdiction compelling and requiring the City
Commission and other officers of the City to observe and
perform any covenants, obligations or conditions prescribed
in the bond ordinance.
2. No delay or omission to exercise any right or
power accruing upon any default shall impair any such
power or right or shall be construed to be a waiver of
any such default or acquiescence therein, and every such
right and power may be exercised from time to time and as
often as may be deemed expedient.
The specific remedies herein provided shall be cumula-
tive of all other existing remedies and the specification of such
shall not be deemed to be exclusive.
SECTION 25: Sale, Lease or Other Encumbrance of System.
The City of Lubbock further covenants and binds and oblj.gates
itself not to sell, lase or in any manner dispose of the System,
its properties, or any part thereof, including any and all
extensions and additions that may be made thereto, and it ack-
nowledges and accepts restraint from doing so until the bonds
herein authorized shall have been paid in full as to both
principal and interest at rna turi ty, or under the previsions
hereof relating to their redemption prior to maturity, or until
other arrangements have been made for continuance of payment of
principal and interest then outstanding for the full retirement
thereof; provided, however, that this covenant shall not be
construed to prevent the disposal by the City of property which
in its judgment has become inexpedient to use in connection with
the System when other property of equal value has been substituted
therefor.
SECTION 26: Further Covenants. The City further
covenants and agrees by and through this ordinance as follows:
(a} That it has the lawful power to pledge the
revenues supporting this issue of bonds and has lawfully
exercised said power under the Constitution and laws of
the State of Texas, including the powers existing under
Articles 1111 to 1118, both inclusive, 1925 Revised Civil
Statutes of the State of Texas, with amendments thereto, and
that the bonds issued hereunder, along with any additional
parity bonds issued pursuant to the provisions hereof shall
be ratably secured in such manner that no one bond of any
such issues shall have preference over any other bond of
such issues.
(b) That excepting the pledge made for payment
of the underlying bonds, all of which are subject to the
City's option to redeem same prior to their stated maturi-
ties, to-wit: on November 1, 1963, January 1, 1964 and
March 1, 1964, respectively, the net revenues and income
of the System are pledged exclusively to the payment of
the bonds herein authorized and such additional parity
bonds as may hereafter be issued pursuant to the pro-
visions hereof; that said net revenues and income have
not been pledged in any manner to the payment of any
other debt or obligation of the City or the System and
otherwise said System is free and clear of all encum-
~rances whatsoever; that, pursuant to the provisions
of applicable law and prior to delivery of the bonds herein
authorized the City will make due and full provision for
the ultimate payment and discharge of principal, interest
and call premiums pertaining to said underlying bonds and
for the payment of all fees and expenses incident to their
payment and discharge.
(c) That nothing in this ordinance shall require the
City to make any expenditure except from money in the System
Fund, but nothing herein shall prohibit the City from doing
so at its election.
(d) That except under the conditions of this ordinance
relating to parity bonds, the City will not suffer any
indebtedness on a parity or superior to the bonds of this
issue to accrue the City or said System and that if the
System shall become liable for any other indebtedness,
the City Commission will fix and maintain rates and collect
charges for the services afforded by the System entirely
sufficient to discharge any such indebtedness or obligation.
(e) The City will cause to be rendered monthly to
each customer receiving electric services a statement
therefor and will not accept payment of less than all of
any statement so rendered, using its powers under existing
ordinances and under all such ordinances to become effective
in the future to enforce payment, to withold service from
such delinquent austomers and to enforce au authorize
reconnection charges.
(f) The City will allow no free services from the
System and shall require payment of the reasonable value
thereof by itself or any of its agents or instrumentalities,
such payments to be made out of funds derived from sources
other than as revenues of the System.
(g) That the City will faithfully and punctually
perform all duties with respect to the System required
by the Constitution and laws of the State of Texas,
including the making and collecting of reasonable and
suf~icient rates for services supplied by the System, and
the segregation and application of the revenues of the
System as required by the provisions of this ordinance.
SECTION 27: Ordinance to Constitute Contract. That
the provisions of this ordinance shall constitute a contract
between the City of Lubbock and the holder or holders from time
to time of the bonds herein authorized to be issued, and after the
issuance of any of said bonds, no change, variation or alteration
of any kind of the provisions of this ordinance may be made,
unless as herein otherwise provided, until all of the bonds issued
hereunder shall have been paid as to both principal and interest.
SECTION 28: Bonds are Special Obligations. The bonds
herein authorized are special obligations of the City of Lubbock
payable from the pledged revenues, and the holder thereof shall
never have the right to demand payment thereof out of funds
raised or to be raised by taxation.
SECTION 29: Maygr to Have Ch~rge of Records and Bo~d~.
That the Mayor of said City shall be, and he is hereby authorized
to take and have charge of all necessary records and orders pendi
investigation by the Attorney General of the State of Texas, and
shall take and have charge and control of the bonds herein
authorized pending their approval by the Attorney General and thei
registration by the Comptroller of Public Accounts. It shall be
the duty of the Mayor {or Attorneys acting for the City) to submit
the record of said bonds and the bonds to the Attorney General of
the State of Texas for approval and thereafter to have the bonds
registered by the Comptroller of Public Accounts.
SECTION 30: Delivery of Bond~.to Purchaser. The bonds
herein authorized when properly executed by the City officials,
and approved by the Attorney General of Texas shall be delivered
to the purchaser thereof as promptly as possible in order to make
available in due time at the Office of the Treasurer of the State
of Texas, the deposit of funds needed to redeem and discharge
the underlying bonds on their respective redemption call dates,
as required by law.
SECTION 31: Payment of Underlying Bonds. The City
Treasurer shall calculate the amounts required to pay the follow-
i~:
(a) The principal, interest and redemption premium,
if any, required to fully redeem, pay and discharge the
underlying bonds on their respective redemption call dates;
(b) The statutory fees of the State Treasurer; and
(c) The fees of the paying agent banks.
The amounts so determined to be sufficient to pay such
requirements to the respective redemption call dates of the under-
lying bonds shall be deposited with the State Treasurer under the
provisions of Article 717k, V.A.T.C.S. All amounts determined to
be required, except $1,666,000, shall be forthwith deposited
with said State Treasurer, and upon delivery of the bonds herein
authorized the sum of $1,666,000 out of the proceeds thereof
shall be deposited immediately with such official. The City
Treasurer shall instruct the State Treasurer of the purposes
of the deposits; that such funds are to be used for no other
purpose; that the sums required to pay and discharge such
outstanding bonds (including principal, interest and redemption
premiums and fees of the paying agent banks) are to be transmitte
in appropriate amounts to the respective banks of payment of the
underlying bonds, to-wit: the First National Bank in Dallas,
Dallas, Texas; the American National Bank and Trust Company Of
Chicago, Chicago, Illinois; and the Mercantile National Bank at
Dallas, Dallas, Texas.
SECTION 32: Printed Legal Opinion on Bonds. The pur-
chaser's obligation to accept delivery of the bonds herein
authorized is subject to their being furnished a final opinion
of Messrs. Dumas, Huguenin and Boothman, Attorneys, Dallas,Texas,
\
approving such bonds as to their validity, said opinion to be
dated and delivered as of the date of delivery and payment for
such bonds. Printing of a true and correct copy of said opinion
on the reverse side of each of said bonds with appropriate
certificate pertaining thereto executed by facsimile signature of
the City Secretary is hereby approved and authorized.
SECTION 33: Emergency. The public importance of this
measure and the fact that it is to the best interest of theCity
of Lubbock to provide the bonds herein authorized so as to pay
off, redeem, discharge and cancel the underlying indebtedness at
the earliest possible date for the immediate preservation of the
public peace, property, health and safety of the citizens of said
City, constitute and create an emergency and an urgent public
necessity requiring that this ordinance be passed to take effect
as an emergency measure and that this ordinance is accordingly
passed as an emergency measure and shall take effect and be in
force immediately from and after its passage, and IT IS SO
O~INEDo
PASSED AND APPROVED, this the 3rd day of October, 1963.
as
City f Lubbock,Texas
(City seal)
----n; LubbOclt County Sheriff's
Department s e r v e d citations
Thursday aftemoon on Henry Matthewa,.m, representative ot
First Southwest Co., and Mrs.
Lavenla Williams, city secre-
tary, wblle the commission was In sea!on.
:M.Qor Jack Strong alto was
named In the petition aa one of
the perrcna on 'Who~ce of citatkla mllbt be m ~Ia
Griffith tiled the suit Oft Hayes
behalf. (
It aeeJra "an lnJunctJon • . . prohibltlnc the City of Lubbock
from paying out any public
funds upon the 'City ot ~bbock,
Texas, Electric Ught System
R e v e ll q e Refundfillf Bonds'
dated flpt. 1. 1958, Mid pro-hibitiftl~t.\ Sou~t Co. from and receiving
any IUch bonds.''
Hayes aDeiel tliaton or about
July ."H, 1958, tilt ci1¥ "was
ostensibly obligated" ~~virtue
of $1,0110,001l~ value~ectric
Light 8)'llfi.!i Revenue Bonds
dated Marclt..J. 1948. · .lib
The pedtiCJl states mat the
defendants --~ ret!f mut·
:::s ':~~ new,.,:~~ Into the h First ~th-
west Co. Jn vJolatain of
the laws of tate ol Texas
and the charter. of the Citv of Lubbock." , ~,.
It also is alleged that the city
Issued notice ot redemptlob of
the 1948 series ~ banda and
contracted wfth1Flnt Southwest
to redeem the1h and handle lee-at requiremeau for issue of
refunding bonl~tini ., oo~<;~ol~.:S~~~ct
was iDegaJ "as it not gfjen
after due notice, a lng i nd
competitive bids, for the 'Cialma lateM~& As Taxpa,.
reason that it ~ a "Such bonds are invalid void
corporation peri ' ... 'IN·/ and unenforceable anl Ices" ' H~ alle.,es that PU171Uant to same should be canceled,
"' ·.!1::: 4-...:-no funds should be paid out the c.qntract. tbe CitY m:iued to the public tor lllme
First-Southwest its tight system Hayes '
re\tenue refunding bonds, series He of11958, dated Sept.: , 1958, with·)
out advertillng or sale in di&chi!IP~ illy newspaper of
lation. Hayes
"contrary to law and the
of the City of Lubbock."
The plaintiff further
that the city has paid off a
tion of the 1958 bonds and
there remains unpaid
the bonds amounting to ¥mu.UIIUI in face value.
ment of "said
legal" bonds excepttpg by
order In the natuW' of an
junction. .!