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HomeMy WebLinkAboutOrd 0334 - Water and Sewer Revenue Bonds for Waterworks Utility 7 1X) ne),,x0x1 g TOWN OF TUKWILA, WASHINGTON 1 °J1 ORDINANCE NO. 334 AN ORDINANCE of the Town of Tukwila, Washington, providing for the issuance of $170,000.00 par value of "Water and Sewer Revenue Bonds, 1961," of the Town for the purpose of providing a portion of the funds with which to carry out the system or plan for a system of sewerage for the Town, all to become part of the waterworks utility of the Town, as adopted by Ordinance No. 320 as amended; fixing the date, form, maturities, interest rates, terms and covenants of said bonds; and providing for the sale and delivery of said bonds to McLean SG Company, Inc., Tacoma, Washington. WHEREAS, the Town of Tukwila, Washington, by Ordinance No. 320, passed by the Town Council and approved by the Mayor on the 1st day of May, 1961, and subsequently amended, specified and adopted a system or plan for a system of sewerage for the Town and provided that that system shall become a part of the waterworks utility of the Town, and authorized the issuance and sale of "Water and Sewer Revenue Bonds, 1961," in the principal sum of not to exceed $170,000.00 to pay a portion of the cost thereof, said waterworks utility of the Town, as hereinafter referred to, being deemed to include the systems of water supply and distribution and sanitary sewer disposal, as combined pur- suant to RCW 35.67.320 by that Ordinance No. 320; NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE TOWN OF TUKWILA, WASHINGTON, as follows: Section 1. For the purpose of obtaining a portion of the funds with which to carry out the system or plan for a system of sewerage to become a part of the waterworks utility of the Town, as adopted and ordered to be carried out by Ordinance No. 320, as amended, there shall be issued and sold the entire authorized issue of $170,000.00 par value of "Water and Sewer Revenue Bonds, 1961" (hereinafter called the "Bonds The Bonds shall be dated September 1, 1961, shall bear interest at the rate of 4.60% per annum payable semiannually on March 1 and September 1 of each year, interest to maturity to be evidenced by coupons to be attached to the Bonds with full obligation on the part of the Town to pay interest at the same rate or rates from and after the Bond maturity dates until the Bonds with interest are paid in full. Both the principal of and interest on the Bonds will be payable solely out of the "Water and Sewer Revenue Bond Fund, 1961," of the Town (hereinafter called the "Bond Fund created and established by Ordinance No. 320, as amended. Both principal of and interest on the Bonds shall be payable in lawful money of the United States of America at the office of the Treasurer of the Town. The Bonds shall mature serially in accordance with the following schedule: Bond Numbers (Inclusive) Amounts Maturities 1 to 3 3,000.00 September 1, 1964 4 to 6 3,000.00 September 1, 1965 7 to 9 3,000.00 September 1, 1966 10 to 13 4,000.00 September 1, 1967 14 to 17 4,000.00 September 1, 1968" 18 to 21 4,000.00 September 1, 1969 22 to 25 4,000.00 September 1, 1970. 26 to 29 4,000.00 September 1, 1971 30 to 33 4,000.00 September 1, 1972 34 to 38 5,000.00 September 1, 1973 39 to 43 5,000.00 September 1, 1974 44 to 48 5,000.00 September 1, 1975 49 to 53 5,000.00 September 1, 1976 54 to 59 6,000.00 September 1, 1977 60 to 65 6,000.00 September 1, 1978 66 to 71 6,000.00 September 1, 1979 72 to 77 6,000.00 September 1, 1980 78 to 84 7,000.00 September 1, 1981 85 to 91 7,000.00 September 1, 1982 92 to 98 7,000.00 September 1, 1983 99 to 106 8,000.00 September 1, 1984 107 to 114 8,000.00 September 1, 1985 115 to 122 8,000.00 September 1, 1986 123 to 131 9,000.00 September 1, 1987 132 to 140 9,000.00 September 1, 1988 141 to 150 10,000.00 September 1, 1989 151 to 160 10,000.00 September 1, 1990 161 to 170 10,000.00 September 1, 1991 2 Section 2. Bonds numbered 1 to 9, inclusive, maturing September 1, 1964 through September 1, 1966, shall be issued without the right or option of the Town to redeem the same prior to their stated maturity dates. The Town of Tukwila reserves the right to redeem any or all of the outstanding Bonds numbered 10 to 170, inclusive, maturing September 1, 1967 through September 1, 1991 on September 1, 1966, or on any semiannual interest payment date thereafter, in inverse numerical order, highest numbers first, at the follow- ing percentages of par if redeemed on the following dates, plus accrued interest to date of redemption in each case, to wit: On September 1, 1966, or March 1, 1967, at 102 -1 /2% On September 1, 1967, or March 1, 1968, at 102 On September 1, 1968, or March 1, 1969, at 101 -1/2% On September 1, 1969, or March 1, 1970, at 101 On September 1, 1970, or March 1, 1971, at 100 -1 /2% On September 1, 1971, and thereafter at par. Notice of any call for redemption of any of the Bonds prior to their stated maturity date shall be published at least once in the official newspaper of the Town, or, if none, in the Daily Journal of Commerce, published in Seattle, Washington, not less than thirty nor more than forty -five days prior to the call date. Notice of said redemption shall also be mailed to McLean Company, Inc., at its principal office in Tacoma, Washington, not less than thirty nor more than forty -five days prior to the call date. Interest on any Bonds so called for redemption shall cease on the date fixed for such redemption upon payment of the redemption price into the Bond Fund. Section 3. The Bond Fund is hereby divided into two accounts, namely, a "Principal and Interest Account" and a "Reserve Account." So long as any Bonds are outstanding against the Bond Fund, the Treasurer of the Town shall set aside and pay into the Bond Fund out of the gross revenues of the waterworks utility of the Town including all additions, extensions and betterments thereof at any time made, a fixed amount without 3 regard to any fixed proportion, on or before the 20th day of each month, namely: (a) Into the Principal and Interest Account, beginning with the month of Sep- tember, 1962, 1 /12th of the next ensuing twelve months' requirements for both principal and interest on the Bonds; and (b) Into the Reserve Account, begin- ning with the first month that revenues of the waterworks utility of the Town, exclud- ing any water and sanitary sewage disposal service surcharge payable under any Agree- ment between the Town and any third party, are sufficient to pay expenses of mainten- ance and operation of the waterworks utility of the Town and the debt service requirements of the Bonds and meet the requirements of this Ordinance and any subsequent issue of bonds on a parity of lien with the Bonds and their respective bond ordinances, 1 /60th of an amount equal to one year's average annual debt service requirements for the" Bonds which total reserve equal to one yearls annual average debt service requirements for the Bonds shall be accumulated no later than five years thereafter. The Reserve Account may be accumulated from any other moneys which the Town may have available for such purpose in addition to using such revenues therefor. The Reserve Account shall be maintained in such total required reserve amount, except for withdrawals therefrom as authorized herein, at all times so long as any of the Bonds are outstanding. When the total amount in the Bond Fund shall equal the total amount of principal and interest for all outstanding Bonds to the last maturity thereof, no further payment need be made into the Bond Fund. In the event that there should be a deficiency in the Principal and Interest Account in the Bond Fund to meet maturing installments of either principal or interest, as the case may be, such deficiency shall be made up from the Reserve Account by the withdrawal of cash therefrom for that purpose. Any deficiency created in the Reserve Account by reason of any such withdrawal shall then be made up from the moneys from the revenues of the 4 waterworks utility of the Town first available after making necessary provision for the required payments into the Principal and Interest Account. The money in the Reserve Account shall otherwise be held intact and may be applied against the last outstanding Bonds. All money in the Reserve Account above provided for may be kept on deposit in the official bank depository of the Town, or may be invested in United States Government obligations redeemable at a fixed price and maturing not later than August 1, 1991. Interest earned on any such investments or on such bank deposit shall be deposited in and become a part of the Reserve Account until the total required reserve amount shall have been accumulated therein, after which such interest shall be deposited in the Principal and Interest Account. The gross revenues from the waterworks utility of the Town are hereby pledged to the payment of the Bonds, and the Bonds shall constitute a lien and charge upon such revenues prior and superior to any other charges whatsoever, excluding charges for maintenance and operation, except that the lien and charge upon those revenues for the Bonds shall be on parity with the charge or lien upon such gross revenues for any additional water and sewer revenue bonds which may be hereafter issued on a parity with the Bonds in accordance with the provisions of Section 7 of this Ordinance. Section 4. There is created and established in the office of the Town Treasurer a special fund to be known as the "Water and Sewer Construction Fund, 1961," (hereinafter called the "Construction Fund in which shall be placed all of the principal proceeds received by the Town from the sale of the Bonds except an amount equal to the first year's interest payable on the Bonds, which shall be placed in the Principal and Interest Account of the Bond Fund. The moneys in the Construction Fund 5 shall be used to pay all of the costs in connection with the carrying out of the system or plan for a system of sewerage for the Town as adopted by Ordinance No. 320, as amended. Section 5. The Town hereby covenants and agrees with the owner and holder of each Bond at any time outstanding, as follows: (a) That it will establish, maintain and collect such rates and charges for water and sanitary sewage disposal service so long as any Bonds are outstanding as will, together with interest accruing from investment of moneys in the Reserve Account and any water and sanitary sewage disposal service surcharge payable under any Agreement between the Town and any third party, make available for the payment of the principal of and interest on such Bonds an amount equivalent to at least 1.35 times the average annual debt service requirements, both principal and interest, of the Bonds, after deducting costs of maintenance and opera- tion from the gross revenues of the waterworks utility of the Town, but before depreciation. (b) That it will at all times maintain and keep the waterworks utility of the Town and all additions thereto and betterments, replacements and extensions thereof in good repair, working order and condition, and also will at all times operate that utility and the business in connection therewith in an efficient manner and at a reasonable cost. (c) That it will not sell, lease, mortgage or in any manner encumber or dispose of all the property of the waterworks utility of the Town unless provision is made for the payment into the Bond Fund of a sum sufficient to pay the principal of and interest on all Bonds at any time outstanding and that it will not sell, lease, mortgage, or in any manner encumber or dispose of any part of the property of said waterworks utility of the Town that is used, useful and material to the operation thereof, unless provision is made for replacement thereof, or for payment into the Bond Fund of the total amount of revenue received which shall not be less than an amount which shall bear the same ratio to the amount of outstand- ing Bonds as the revenue available for debt service for such outstanding Bonds for the twelve months preceding such sale, lease, en- cumbrance or disposal from the portion of the utility sold, leased, encumbered or disposed of bears to the revenue available for debt service for such Bonds from the entire utility for the same period. Any such money so paid into the Bond Fund shall be used to retire such 6 outstanding Bonds at the earliest possible date. (d) That it will, while any of the Bonds remain outstanding, keep proper and separate accounts and records in which complete and separate entries shall be made of all trans- actions relating to its waterworks utility, and it will furnish the original purchaser or pur- chasers of the Bonds or any subsequent holder or holders thereof, at the written request of such holder or holders, complete operating and income statement of said utility in reasonable detail covering any calendar year not more than ninety days after the close of such calen- dar year and it will grant any holder or holders of at least 25% of the outstanding Bonds the right at all reasonable times to inspect the entire waterworks utility of the Town and all records, accounts and date of the Town relating thereto. Upon request of any holder of any of said Bonds, it will also furnish to such holder a copy of the most recently completed audit of the Town's account by the State Auditor of Washington, or such other audit as is authorized by law in lieu thereof. (e) That it will not furnish water or sanitary sewage disposal service to any cus- tomer whatsoever free of charge and will promptly take legal action to enforce collec- tion of all delinquent accounts. (f) That it will carry the type of in- surance on its waterworks utility property in the amounts normally carried by private water and sewer companies engaged in the operation of water and sewerage systems, and the cost of such insurance shall be considered part of the operating and maintaining said utility. If, as, and when, the United States of America or some agency thereof shall provide for war risk in- surance, the Town further agrees to take out and maintain such insurance on all or such portion of the system on which such war risk insurance may be written in an amount or amounts to cover adequately the value thereof. (g) That it will pay all costs of main- tenance and operation of the waterworks utility of the Town and the debt service requirements of the Bonds and otherwise meet the obligations of the Town as herein set forth. Section 6. The Bonds_shall be in substantially the following form: No. $1,000.00 UNITED STATES OF AMERICA STATE OF WASHINGTON 7 TOWN OF TUKWILA WATER AND SEWER REVENUE BOND, 1961 4.60% KNOW ALL MEN BY THESE PRESENTS: That the Town of Tukwila, State of Washington, for value received, hereby promises to pay to the bearer on the 1st day of September, 19 the princi- pal sum of ONE THOUSAND DOLLARS together with interest thereon at the rate of FOUR AND SIXTY HUNDREDTHS PER CENT (4.60') per annum, payable semiannually on the 1st days of March and September of each year, upon the presentation and surrender of the attached in- terest coupons as they severally mature up to the bond maturity date and with full obligation on the part of the Town to pay interest at the same rate, from and after the bond maturity date, until this bond with interest is paid in full, or funds are available in the Tukwila ''Water and Sewer Revenue Bond Fund, 1961" (hereinafter called the "Bond Fund for payment in full. Both principal of and interest on this bond are payable in lawful money of the United States of America at the office of the Treasurer of the Town of Tukwila, Washington, solely out of the special fund created by Ordinance No. 320, as amended, and referred to herein as the Bond Fund, into which fund the Town of Tukwila hereby ir- revocably binds itself to pay certain fixed amounts out of the gross revenues of the water- works utility, including the sewerage system as a part thereof, now belonging to or which may hereafter belong to the Town, including all additions, extensions and betterments now or at any time made or constructed without regard to any fixed proportion, namely, an amount sufficient to pay the principal of and interest on this issue of bonds as they respectively become due, and to accumulate a reserve, all at the time and in the manner set forth in Ordinance No. 33i/ The gross revenues from the combined water and sewerage systems, comprising the waterworks utility of the Town, are hereby pledged to such payment, and the bonds of this issue constitute a lien and charge upon such revenues prior and superior to any other charges whatsoever, ex- cluding charges for maintenance and operation, except that the lien and charge upon said revenues for this issue of bonds shall be on parity with the charge or lien upon such gross revenues for any additional water and sewer revenue bonds which may be hereafter issued on a parity with said bonds in accordance with the provisions of Section 7 of Ordinance No. 1335A. 8 This bond is one of a total issue of $170,000.00 par value of bonds, all of like date, tenor and effect, except as to maturities and options of redemption, all payable from the Bond Fund and all issued by the Town under and in pursuance of the laws of the State of Washington and Ordinances Nos. 320, as amended, and 334 of the Town, for the purpose of pro- viding funds to pay a portion of the cost of acquisition and construction of a system of sewerage for the Town as a part of the water- works utility of the Town. Bonds numbered 1 to 9, inclusive, of a total par value of $9,000.00, maturing Septem- ber 1, 1964 through September 1, 1966, are issued without the right or option of the Town to redeem the same prior to their stated ma- turity dates. The Town reserves the right to redeem any and all of the outstanding bonds of this issue numbered 10 to 170, inclusive, of a total par value of $161,000.00, maturing September 1, 1967 through September 1, 1991, on September 1, 1966, or on any semiannual interest payment date thereafter, in inverse numerical order, highest number first, at the following percent- ages of par if redeemed on the following dates, plus accrued interest to date of redemption in each case, to wit: On September 1, 1966, or March 1, 1967, at 102 -1/2% On September 1, 1967, or March 1, 1968, at 102 On September 1, 1968, or March 1, 1969, at 101 -1/2% On September 1, 1969, or March 1, 1970, at 101 On September 1, 1970, or March 1, 1971, at 100 -1 /2% On September 1, 1971, and thereafter, at par. Notice of such call for redemption shall be published once in the official newspaper of the Town, or, if none, in the Daily Journal of Commerce, Seattle, Washington, not less than thirty nor more than forty -five days prior to the call date. Notice of said intended redemp- tion shall also be mailed to McLean Company, Inc., at its principal office in Tacoma, Washington, or its successor, within the same period. Interest on any bonds of this issue so called for redemption shall cease on the date fixed for such redemption upon payment of the redemption price into the Bond Fund. The Town of Tukwila hereby covenants and agrees with the holders of each and every one of the bonds of this issue to fully carry out all covenants and meet all obligations of the Town, as set forth in Ordinances Nos. 320, as amended, and to which Ordinances refer- ence is hereby mdde as more fully describing the covenants with and rights of holders of bonds of this issue. 9 It is hereby certified and declared that the bonds of this issue are issued pursuant to and in strict compliance with the Constitu- tion and Laws of the State of Washington and the Ordinances of the Town of Tukwila, and that all acts, conditions and things required to be done precedent to and in the issuance of this bond have happened, have been done and have been performed as required by law. IN WITNESS WHEREOF, the Town of Tukwila, Washington, has caused this bond to be signed by its Mayor and attested by its Clerk and its corporate seal to be hereto affixed, and the interest coupons attached to be signed with the facsimile signatures of those officials this 1st day of September, 1961. TOWN OF TUKWILA, WASHINGTON BY MAYOR ATTEST: TOWN CLERK The interest coupons attached to the Bonds shall be in substantially the following form: On the 1st day of (March) (September), 19 the TOWN OF TUKWILA, WASHINGTON, upon presentation and surrender of this coupon, will pay to bearer at the office of the Town Treasurer the sum of TWENTY THREE DOLLARS ($23.00) in lawful money of the United States of America from the special fund of the Town, known as the "Water and Sewer Revenue Bond Fund, 1961" said sum being six months' in- terest then due on its "Water and Sewer Revenue Bond, 1961," dated September 1, 1961, and numbered Coupon No. ATTEST: TOWN CLERK TOWN OF TUKWILA, WASHINGTON BY MAYOR 10 The Bonds shall be printed on lithographed forms, shall be signed by the Mayor and attested by the Clerk, and shall have the seal of the Town affixed thereto, and the interest coupons shall bear the facsimile signatures of the Mayor and the Clerk. Section 7. The Town reserves the right to issue addi- tional or refunding water and sewer revenue bonds which shall constitute a charge or lien upon the gross revenues of the water- works utility of the Town, including all additions thereto and betterments, replacements and extensions thereof at any time made, on a parity of lien with the Bonds, if the following condi- tions shall be met and complied with at the time of issuance of such additional or refunding water and sewer revenue bonds: (a) All payments then required by this Ordinance or any other ordinance hereafter enacted pertaining to the Bonds and to any such additional or refunding water and sewer revenue bonds hereafter issued shall have been made into the Bond Fund and maintained intact therein; and (b) The revenues of the waterworks utility of the Town, including any water and sanitary sewage disposal service surcharge payable under any Agreement between the Town and any third party, for any twelve months out of the immediately preceding fifteen months' period adjusted to reflect a year's net income from each customer of the waterworks utility of the Town connected to such utility at the end of that twelve -month period who has not been a customer for the entire twelve -month period, plus the additional revenue, from whatever source and of whatever nature, antici- pated to be received from the proposed improve- ment in connection with which such additional water and sewer revenue bonds are to be issued,/ the 57-- taxes, to equal at least 1.35 times the average annual principal and interest requirements of all then outstanding water and sewer revenue bonds, including the Bonds and of the additional or refunding bonds proposed to be so issued, but except the principal requirements of any term bond maturity year or years, as defined in Sec- tion 8 of this Ordinance, of any bonds payable out of the Bond Fund. Such determination of the sufficiency of the revenues shall be made and certified to by an independent professional registered engineer experienced in municipal utilities and licensed to practice in the State 11 of Washington; except, that if such additional bonds proposed to be so issued are for the sole purpose of refunding water and sewer revenue bonds, such certification of coverage shall not be required if the amount required for payment of the principal and interest in each year for the refunding bonds is not increased over the amount required for the bonds to be refunded thereby and the maturities of said refunding bonds are not extended beyond the maturities of the bonds to be refunded thereby; and (c) The ordinance authorizing the issuance of such additional bonds shall provide that an amount equal to the average annual debt service of the additional bonds proposed to be issued shall be accumulated as a reserve in the Bond Fund, said amounts to be accumulated by monthly deposits commencing not later than one month after the date of issuance of the additional bonds and to be accumulated within five years after the date of issuance of such bonds, and said reserve to be maintained in such amounts so long as any of those additional bonds are outstanding to the last maturity thereof. In the case of parity refunding bonds the ordinance authorizing the issuance of such refunding bonds shall provide that the money in the "Reserve Account" for the bonds to be refunded shall be transferred to the "Reserve Account" in the Bond Fund, or that the moneys in the "Reserve Account" for the bonds to be refunded shall be used to redeem such bonds, in which event an amount equal to the average annual debt service for the refunding bonds proposed to be issued shall be accumulated as a reserve in the same manner and within the same times as set forth herein for additional revenue bonds. In lieu of the accumulation of a reserve in the manner provided in this subsection 7 (c), the ordinance authorizing such additional bonds may provide for a cash deposit by a third party with an escrow agent acceptable to the Town in an amount equal to the average annual debt ser- vice of the additional bonds proposed to be issued, which deposit shall be made on or before the delivery of the additional bonds and shall be conditioned on the payment into the "Reserve Account" of the Bond Fund of amounts necessary to make up any deficiency in the Principal and Interest Account in the Bond Fund to meet matur- ing installments of either principal or interest on such additional bonds. That third party shall also be bound by agreement with the Town to make such additional cash deposits in escrow as are necessary to maintain that deposit at the re- quired level in the event that the original or subsequent deposits are called upon to make up the deficiencies in the Principal and Interest Account of the Bond Fund. Such cash deposits shall remain in escrow at the required level until the moneys in the Reserve Account paid 12 in for those additional bonds equal the average annual debt service of those additional bonds. Section 8. The words "term bond maturity year or years" shall mean any last maturity year in which the outstanding amount of bonds of any one issue or series which are scheduled to mature (regardless of any reservation of prior redemption rights) is more than two times the average annual principal maturity of the bonds of that issue or series and of all bonds issued on a parity there- with for three years immediately preceding such term bond maturity year. Section 9. McLean Company, Inc., of Tacoma, Washington, heretofore offered to purchase the Bonds at a price of $97.00 per each $100.00 of par value thereof, plus accrued interest from the date of issuance to the date of delivery of the Bonds, the Town to furnish the printed Bonds and the un- qualified approving legal opinion of Messrs. Weter, Roberts Shefelman, municipal bond counsel of Seattle, Washington, at the Town's expense. The Town Council, being of the opinion that no better price could be obtained for the Bonds and that it is in the best interests of the Town to accept the same, hereby accepts said offer. The Bonds, shall, therefore, immediately upon their execution be delivered to the purchaser upon payment for the Bonds in accordance with the offer. The principal amount received from the payment for the Bonds shall be deposited in the "Water- Sewer Construction Fund" of the Town, and the accrued interest received shall be deposited in the Bond Fund. 13 PASSED by the Town Council of the Town of Tukwila at a regular meeting thereof, and APPROVED by the Mayor this 7th day of August, 1961. TOWN OF TUKWILA, WASHINGTON By MAYOR Attest: T O W N C L i K K 14