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HomeMy WebLinkAbout14175 ORD - 02/15/1978• RESOLUTION APPROVING THE FORM OF THE OFFICIAL STATEMENT PERTAINING TO CITY OF CORPUS CHRISTI, TEXAS, GENERAL IMPROVEMENT BONDS, SERIES 1978, AND AUTHORIZING, RATIFYING AND APPROVING THE OFFICIAL STATEMENT AND THE USE THEREOF IN THE OFFERING AND SALE OF SAID BONDS WHEREAS, the City of Corpus Christi is authorized to issue and sell its bonds heretofore approved at elections held June 26, 1976 and November 8, 1977, all pursuant to the Constitution and laws of Texas; and WHEREAS, it is the desire of the City Council that the Official Statement pertaining to certain of said bonds designated City of Corpus Christi, Texas, General Improvement Bonds, Series 1978, and the use of said Official Statement should be duly authorized, ratified and approved. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: 1. That the Official Statement, including the Officia. Notice of Sale, as set forth herein is hereby approved as to form and content. 2. That the use of the Official Statement and all addenda, if any, thereto in the offering and sale of said bonds is hereby authorized, ratified and approved. 3. That the form of the Official Statement shall be substantially as follows, to -wit: THE STATE OF TEXAS COUNTY OF NUECES CITY OF CORPUS CHRISTI On this the 15th day of February, 1978, the City cil of the City of Corpus Christi, Texas, convened in lar Meeting, with the following members of said Council officials of said City present, to -wit: Gabe Lozano, Sr., Mayor Bob Gulley, Mayor Pro -Tem David Diaz Ruth Gill Edward L. Sample Joe Holt R. Marvin Townsend, J. Bruce Aycock, Harold F. Zick, Bill G. Read, Councilmen City Manager City Attorney Director of Finance City Secretary _1+..1 I g...4nv lith the following absent: !onstituting a quorum, at which time the following among other usiness was traansacted: presented for the consideration of he Council a resolution. The resolution was read by the City ecretary. The Mayor presented to the Council a communication n writing pertaining to said proposed resolution, as follows: "Corpus Christi, Texas THE CITY COUNCIL us Christi, Texas tlemen: The public importance and pressing need for the ermanent improvements to be constructed by the use of the pro - eeds of bonds contemplated to be sold pursuant to an offering ade by an Official Statement to be authorized, ratified and pproved by a resolution create an emergency and an imperative ublic necessity requiring the suspension of rules and Charter rovisions requiring resolutions to be considered and voted upon t three regular meetings. I, therefore, request that the City ouncil adopt the proposed resolution authorizing, ratifying and pproving the use of said Official Statement as an emergency easure. You will please consider this request in connection ith the resolution which is to be introduced for adoption by he City Council on this subject. cf� MICROFILM "Yours very truly, /s/ Gabe Lozano, Sr. JUL U 7 _ Mayor" Councilman moved that the Charter provision prohibiting resolutions from being adopted finally on the date introduced be suspended for the reasons stated in the written request of the Mayor and stated in the emergency clause of the resolution. The motion was seconded by Councilman _,P✓LU �G The motion was carried by a unanimous vote by the City Council, viz.: AYES: All present voted Aye. NAYS: None. The Mayor requested that the records show that he voted Aye. This was done. Councilman moved that the resolutio be adopted finally. The motion was seconded by Councilman The motion was carried by the following vote: AYES: All present voted Aye. NAYS: None. The Mayor requested that the records show that he voted Aye. This was done. The Mayor announced that the resolution has been adopted. The resolution is as follows: $11,000,000 QTY OF CORPUS CHRISTI, TEXAS GENERAL IMPROVEMENT BONDS SERIES 1978 Average Maturity 11.909 u Accumulated Year Amount Bond Years 1979 $900,000 800 1980 800,000 900 1981 850,000 1,950 1982 400,000 9,550 1988 450,000 5,800 1984 500,000 8,800 1985 500,000 12,900 1986 500,000 16,800 1987 500,000 20,800 1988 550,000 26,900 1989 600,000 82,900 1990 600,000 40,100 1991 600,000 47,900 1992 600,000 56,800 1999 650,000 66,050 1994 700,000 77,250 1995 700,000 89,150 1996 700,000 101,750 1997 750,000 116,000 1998 750,000 131,000 Average Maturity 11.909 u OFFICIAL BID FORM • PROPOSAL FOR $11,000,000 CITY OF CORPUS CHRISTI, TEXAS GENERAL IMPROVEMENT BONDS SERIES 1978 The City of Corpus Christi February 15, 1978 Corpus Christi, Texas Gentlemen: Subject to the terms of the Official Statement and Official Notice of Sale we offer to pay par plus accrued interest to date of delivery and a cash premium of $ for $11,000,000 City of Corpus Christi, Texas. General Improvement Bonds, Series 1978 hearing interest at the following rates: For Bonds Maturing Coupon Rate 1979 through % through % through % through % through % We agree to accept delivery and make payment for the bonds without cast to us at Rank, Austin, Texas; or at the and in accordance with the Official Notice of Sale agree to pay all expenses. Cashiers Check No. _ r4aued by payable unconditionally to the City of Corpus Christi, in the amount of $220,000 (is attached hereto) (has been made available to you prior to the opening of this bid) as a Good Faith Deposit for disposition in accordance with the Official Notice of Sale. Upon delivery of the bonds, said check shall be (deducted from the purchase price) or (returned to us). Strike out inapplicable phrases. By Account Manager By Authorized Representative Accepted by the Ciy Council on this day of , 1978 Mayor, City of Corpus Christi, Texas ATTEST: City Secretary Please supply the following information which is not a part of this bid: Total Interest Cost $ Less Cash Premium $ Net Interest Cost $ Effective Rate of Interest % Receipt is acknowledged on behalf of bidder of above - described Good Faith Check this day Of . 1978 By CITY OF CORPUS CHRISTI, TEXAS Summary of General Obligation Debt requirement by years including these $11,000,000 calculated at an estimated 5% interest rate. Fiscal Year Ending July 31 Principal Interest Total 1978 $ 5,266,000 $ 9,059,877 $ 8,319,577 1979 5,612,000 3,374,292 9,006,292 1980 5,508,000 3,115,187 8,623,187 1981 5,344,000 2,863,029 8,207,029 1982 5,260,000 2,605,785 7,865,785 1983 5,150,000 2,356,841 7,506,841 1984 5,080,000 2,109,246 7,189,246 1985 4,590,000 1,866,113 6,456,112 1986 4,035,000 1,642,410 5,677,410 1987 5,535,000 1,437,870 4,972,870 1988 3,450,000 1,265,237 4,715,237 1989 3,200,000 1,099,119 4,299,119 1990 3,050,000 937,769 1,987,769 1991 2,800,000 783,038 3,583,038 1992 2,750,000 642,125 3,392,125 1993 2,525,000 508.150 3,033,150 1994 2,175,000 381,325 2,556,325 1995 1,950,000 272,000 2,222,000 1996 1,550,000 175,000 1,725,000 1997 1,400,000 102,500 1,502,500 1998 750,000 37,500 787,500 $75,000,000 $30,627,913 $105,627,913 Source: Unaudited Cash in bank (Exhibit H -3) Cash with paying agent (Note A) Time deposits (Exhibits A -13 and 14) Other securities (Exhibits A -13 and 14) Taxes receivable Leas reserve for uncollected taxes TOTAL ASSETS CURRENT LIABILITIES: Matured bonds not presented for payment Matured interest coupons not presented for payment Total current liabilities M m FUND BALANCE (Exhibit H -2) TOTAL LIABILITIES AND FUND BALANCE CITY OF CORPUS CHRISTI. TEXAS DEBT SERVICE FUND BALANCE SHEET $8.044.993 7 356 780 $6,968,844 6 183 703 $5,688,660 LIABILITIES AND FJND BALANCE. July 31 2 1`' 6 � 2 $ 33,000 ASSETS 132 636 1 9 0 1 3 �7 119, � 7 $ 88,778 $ 98,275 $ 37,892 $ 108,317 $ 53,544 153,215 199,505 205,952 154,386 196,116 7,349,OD0 6,299,000 5,674,000 4,87o,000 4,264,000 454,000 760,000 1,051,000 1,051,000 1,175,000 662,655 690,374 616,896 559,572 811,193 (682.6 ) (690,374) (616,896) (559,572) (811,193) $8.044.993 7 356 780 $6,968,844 6 183 703 $5,688,660 LIABILITIES AND FJND BALANCE. $ 89,000 8 60,000 $ 67,000 $ 10,000 $ 33,000 19 5 132 636 1 9 0 1 3 �7 119, � 7 $7,905.3 $7,224,144 $6,832,894 $6,102,38 6 $5,568,663 8 044 3 j7 35_6 780 g.268 844 6 18 703 5 688 660 Note A: Cash with paying agent includes $13,619 for principal and interest maturing 8/1/77. Exhibit 11 -2 Fund balance, August 1, 1976 Additions: Property taxes Interest income Contributions from operating funds Payment from Hospital District Accrued interest m bands sold Premium on bonds sold Deductions: Bonds retired Bond interest paid Paying agent'. fees Fund balance, July 31, 1977 DEBT SERVICE FJND ANALYSTS OF C.-WIGES IN FUND BALANCE Y'AR E4."D£D JULY 31, 1977 $ 7,224,144 $6,768,007 949,447 435,866 115,338 24,941 46 8 2 645 15,517, 9 $4,880,000 2,725,893 6,499 7,612,392 $ 7.905,397 • M w CITY OF CORPUS CERtISTI, TEXAS GENERAL ^UND SUtR1ARY OF REVENIiCS AND EXFENDTTURFS - ESTTIMTED AND ACTUAL • YEAR ENDED JULY 31, 1977 1977 Budgetary Actual Over (Under) For Year Ended July 31 Estimate For Year Estimate 197, 1975 IgJ4 1973 REVERUFS : General property taxes $ 10,213,879 $ 10,309,692 $ 94,813 $ 9,785,745 $ 8,185,698 $ 7,746,621 $ 6,965,64B City sales tax (1 %) 6,542,200 6,852,194 309,994 6,002,747 5,469,968 4,552,413 4,062,785 Liquor drink tax 105,000 245,151 140,151 102,626 77,184 87,609 76,401 B:s inees tries 1,669,300 1,572,494 (96,806) 1,408,058 1,502,341 1,127,974 11019,209 Licenses and permits for street use - 86,385 94,414 Business licenses 78,080 `15,763 (2,317) 76,265 76,642 67,799 66,937 Non- business licenses and permits 193,500 246,641 53,141 215,991 215,571 199,623 270,851 Municipal Court 926,'r7o 925,524 (1,246) 938,762 790,1190 684,627 657,1155 Interest and rents 142,100 134,616 (7,424) 162,989 165,686 116,843 132,267 General government services 42,700 51,209 8,509 40,641 31,954 37,016 36,446 , Public safety services 87,000 1o2,665 15,665 81,145 63,427 61,886 62,458 Sanitation services 2,148,000 2,153,295 5,295 2,115,248 2,072,251 1,817,804 1,803,017 ' Health services 99,250 U8,630 19,380 100,329 88,763 76,153 76,946 _ Library services 20,700 20,902 202 17,386 17,327 17,579 17,860 Recreation services 575,500 505,143 (70,357) 600,835 546,003 454,968 459,695 Charges to other governmental agencies 36.7,077 345,423 (21,654) 338,749 263,2+4 209,905 164,474 other revenues 194,622 179,025 (15,(97) 206,157 132,085 156,635 150,480 , Disaster damages -- -- -- __ -- -- 23,408 Administrative servlce charges 1,199,876 1,187,876 (12,000) 1,063,796 920,637 796,400 717,900 Other interfund aoctributions 1,158,943 1,251,048 92,105 1,6Bo,483 1,257,442 1,085,703 1,211,916 , other lnterfund Zeeiots 2,939,665 2,991,021 31,356 3,027,887 2,514,468 1,916,748 622,035 Total revenues $ 28,724,362 $ 29,267,372 $ 543,010 $ 27,965,839 $ 24,391,481 $ 21,300,691 $ 18,692,602 EXPENDITURES: ' General government control $ 973,368 $ 959,976 $ (13,392) $ 857,837 $ 722,385 $ 540,708 $ 461,328 Data Processing -- '- -- __ -- 209,541 Staff agencies 3,003,340 2,907,181 (96,159) 2,741,282 2,408,671 2,248,942 1,597,821 Public safety _ police 6,484,524 6,720,662 236,138 6,o29,211 5,054,930 4,330,963 3,878,451 Public safety - fire 4,592,285 4,387,933 (204,352) 4,011,920 3,577,162 3,323,312 2,968,956 Public safety _ civil defense 23,032 21,926 (1,106) 21,360 23,751 23,907 15,397 Traffic engineering 792,056 800,804 8,748 703,292 665,679 659,110 61o,229 Inspections and operations 3,428,716 3,356,848 (71,868) 3,049,565 2,801,942 2,495,914 2,652,301 Engineering services 707,170 688,125 (19,0115) 541,o43 442,916 359,161 275,715 Streets 3,403,523 3,173,298 (230,225) 3,014,864 2,830,841 2,290,887 2,145,121 Health 1,160,310 1,163,638 3,328 1,107,234 1,105,476 909,689 742,687 nity enrichment _ director 56,603 55,758 (845) 53,610 67,208 MC Libraries 765,218 71o,43i (54,787) 677,64o 594,872 500,538 451,E Parke and recreation 2,679,897 2,721,048 41,151 2,562,484 2,244,381 1,886,551 1,931,382 Museums 429,829 421,767 (8,062) 348,196 326,471 233,955 230,243 Federal grants 199,079 187,205 (11,874) 299,341 170,326 141,383 106,103 Transfers to other funds 657,o16 678,009 20,993 722,015 386,313 297,250 335,692 Refund of prior years- revenue -- 526 3,850 Insurance 945,201 945,201 941,872 606,900 540,500 647,600 ' Utility rate regulanions 47,042 48,041 999 1,065 Special fiscal year projects 5,250 64 (5,186) 1,117 35,391 52,468 20,000 Disaster damages __ __ 3,326 -- 277,051 Reserve appropriation 190,248 (190,248) Total expenditures $ 30,543,707 $ 29,947,915 $ (595.792) $ 27,654,948 $ 24,069,467 $ 20,839,088 $ 19,556,658 EXCESS OF REVENUES OVER EXPENDITURES $ (1,819,345) $ (680,543) $ 1,138,802 280,891 $ 322,014 461,603 $ B64,o56) 16 Fund balance, August 1 Addition.: Revenues (Exhibit B -3) Decrease in reserve for encumbrances Decrease in Working Capital advance to 'Transit Fund Return of conLribution to Convention Facilities Jond F, -d Total addition. Deductions: Expenditure. (Exhibit 3 -5) Increase in reserve for snnumbrsnoes Nueees County Water District ,#2 cares r eeivuble adjustment Decrease of O.E.P. receivable - H- ricare Celia Increase in —king capl`..al advance io 7rsnsl'. :tind Adjustment _ Bayfront Science Park • CITY OF CORPUS CHRISTI, GENERAL ?UND ANALYSIS OF .' 1D * FVND BALANCE 1977 0ve Budgetary Actual (Under) ?or Year Ended .July 31 Eet Ln..Le :'or Year Est imt 1976 1975 1974 197 $ 2,280,721 R 2,004,539 $ (276,132) $ 1,118,477 $ 1,079,639 $ 779,374 $ 1,445,600 $ 28,724,362 $ 29,267,372 $ 543,010 $ 27,765,839 23 =,889 36 ?,332 16?,000 16o,000 __ $ 28,,I),,362 29,)127,3(2 $ 703,010 $ 28,571,060 $ 30,543,707 $ 29,947,91t $ (595,792) $ 27,Cx14,948 -- 153,181 153,181 -- $ 30,543,1'!7 S 30, !01.096 $ (442,611) $ 27,684,948 8 1.61.316 $ 1,330,86`, $ 369,489 $ 2,004,589 $ 24,39L,48i $ 21,300,691 $ 18,692,602 86,230 -- 279,685 $ 2L,177,711 $ 21,300,691 $ 18,972,287 $ 24,069,467 $ 20,839,088 $ 19,5,56,658 16o,669 669 25 __ 81,830 369,332 -- -- 74 $ 24,438,873 $ 21,000,426 $ 19,639,513 $ 1,118,477 $ 1,079,639 $ 779,374 • • CITY OF CORPUS CHRISTI, TEXAS GENERAL P. BAI. CE SFIF.ET CURRENT ASSETS: Cash in bank Petty cash funds Time deposits Notes, accounts and liens receivable _ net (Exhibit B-6) Due from other funds (Exhibit B -7) Due from other govern -ntal agencies (Exhibit B-8) Inventories Total current assets TAXES AND ASSESSMENTS RECEIVABLE: Delinquent taxes receivable Nucces County Water District #2 taxes receivable Less reserve for uncollected taxes Total taxes and assessrenta receivable INV MENTS IN OMEN FUNDS: Scores land Maintenance Service Fund Transit Fund Insurance Fund Total investments JULY 31 977 1976 1975 1973 ASSETS $ 462,357 $ 960,316 $ 811,619 $ 177,770 $ '_20,814 19,380 14,355 14,051 10,933 io,6o8 -_ __ __ _- 25,000 176,921 166,788 139,281 114,905 144,269 1,665,147 1,732,801 1,708,890 1,925,620 1,096,551 43,550 118,647 20,967 266,489 164,784 122,441 134,488 130,861 21,712 25,28 $2,489,796 $3,127,395 $2,925,669 $2,517,479 $1,587,184 $1,026,546 $1,038,153 $ 930,373 $ 843,919 $1,223,4o1 5,137 5,181 5,201 5,470 6,535 $1,031,683 $1,043,334 $ 935,574 $ 849,389 $1,229,936 1,026,546 1,o38,153 930,373 843,919 1,223,401 $ 5,137 $ 5,181 $ 5,201 $ 5,470 $ 6,535 $ 13,118 $ 8,618 $ 8,618 $ 8,618 $ 8,618 26,246 26,246 26,246 26,246 26,246 28,824 28,824 28,824 28,824 28,824 26,000 26,000 26,000 26,000 26,000 $ 94,188 $ 89,688 $ 89,688 $ 89,688 $ 89,688 OTHFP ASSETS: Prepaid postage and usility deposits $ 450 $ 455 $ 455 $ 455 $ 455 F-perty purchased at tax sales 2,651 16,324 19,574 19,574 16,285 Total other assets ¢ 13,101 $ 16,779 $ 20,029 $ 20,029 $ 16,740 TOTAL ASSETS $2,602,222 $3,239,043 $3,040,587 $2,632,666 $1,700,147 LIABILITIES, RESERVES AND FOND BALANCE CURRENT LIABILITIES: Deposits: Corpus Christi Marina Customers Coliseum rental contracts Demolition. contracts Miscellaneous Payrolls payable Accounts payable Sales t- payable Due C, ,i unity Renewal Fund Advan : from Revenue Sharing Fund I Advance from Revenue Sharing Fund III Advance from Revenue, Sharing Fund IV Advance from Revenue Sbaring Ftnd V Due Convention Facilities Bond Fund Total current liabilities $ 480 $ 480 $ 480 $ 480 $ 48o 16,373 16,734 15,677 13,219 11,422 120 20 120 20 120 718 718 718 1,750 $ 17,691 $ 18,052 S 16,995 $ 13,819 $ 13,772 718,750 661,2GO 543,950 435,226 365,174 3,113 16,547 8,012 3,972 1,739 50 83 26 66 -- -- -- 6,803 -- __ 138,060 -- -- -- 250,000 -- -- 4,456 -- -- 369,332 -- -- 160,000 $ 739,604 $ 855,882 $ 938,317 $ 852,336 $ 380,751 RESERVES: Encumbrances $ 531,753 $ 378,572 $ 614,461 $ 700,691 $ 540,022 Working capital advance to Transit Fund __ __ 369,332 -- -- Total reserves $ 531,753 $ 378,572 $ 983,793 700,691 $ 540,022 FUND BALANCE (Exhibit B -2) $1,330,865 $2,004.589 $1,118,477 $1,079,639 $ 779,374 TOTAL LIABILITIES, RESERVES AND FUND BALANCE $2,602,222 $3,239,043 $3,040,587 $2,632,666 $1,700,147 F-3 • INDEX TO FINANCIAL STATEMENTS Page Report of Independent Certified Public Accountants ................... F -2 General Fund: Balance Sheet ................... ............................... F -3 Analysis of Changes in Fund Balance ............................... F -4 Summary of Revenues and Expenditures - Estimated and Actual ....... F -5 General Obligation Debt Service Fund: Balance Sheet ................... ............................... F -6 Analysis of Changes in Fund Balances .............................. F -6 General Long Term Debt - Statement of General Long Term Debt ........................... F -7 Summary of Debt Requirements by Years ............................. F -8 Note — The City of Corpus Christi also administers the following other funds, the assets, the liabilities, and the operations of which may not be pertinent to the issue of the Bonds and are not included in the accompanying financial state- ments but are included in the Director of Finance Annual Financial Report of the City of Corpus Christi, Texas: Special Revenue Funds Capital Project Funds - General Enterprise Funds Trust and Agency Funds General Fixed Assets Group of Accounts Intragovernmental Funds Grant Programs F -1 LI • MEMBER, AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS TEXAS SOG11- OF CERTIMEO PUBLIC ACCOUNTANTS ARTURO VASQUEZ & COMPANY CERTIFIED PUBLIC ACCOUNTANTS EVERHART PLAZA - 4707 EVERHART 5 MAIL CORPUS CHRISTI, TEXAS 78411 Pp O RBOX 8330 -- Tend. TEL. AC S12 - S34 -2636 The Honorable Mayor and Commissioners City of Corpus Christi Corpus Christi, Texas We have examined the financial statements of the certain funds and account groups of the City of Corpus Christi, Texas for the years ended July 31, 1977, 1976, 1975 and 1974 listed in the foregoing index. Our examination was made in accordance with generally accepted auditing standards and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. The financial statements and schedules for the year ended July 31, 1973 were examined by other auditors and accordingly we express no opinion thereon. In our opinion, except for the prior years' financial statements mentioned above, the aforementioned financial statements and schedules present fairly the financial position of the various funds and account groups of the City of Corpus Christi, Texas as of July 31, 1977, 1976, 1975 and 1974 and the results of their operations in conformity with generally accepted accounting principles applied on a basis consistent with that of the pre- ceding year. Respectfully, ARTURO VASQUEZ COMPANY Certified Public Accountants November 9, 1977 F -2 LEGAL OPINIONS The City will furnish a complete transcript of the proceedings had incident to the authorization and issuance of the Bonds, including the unqualified approving legal opinion of the Attorney General of the State of Texas, to the effect that the Bonds are valid and legally binding obligations of the City, and based upon examination of such transcript of proceedings, the unqualified approving legal opinion of Messrs. McCall, Parkhurst & Horton, bond counsel, to like effect and 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 the effect 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. Messrs. McCall, Parkhurst & Horton were not requested to participate, and did not take part in the preparation of the Official Statement, and such firm has not assumed responsibility with respect or undertaken independently to verify any of the informa- tion contained therein, except that, in its capacity as Bond Counsel, such firm has reviewed the informa- tion describing the Bonds in such Official Statement to verify that such description conforms to the provi- sions of the Bond Ordinance. The legal fees to be paid Messrs. McCall, Parkhurst & Horton for services rendered in connection with the issuance of the Bonds are contingent on the sale and delivery of the Bonds. The legal opinion of Bond Counsel will be printed on the Bonds. FINANCIAL CONSULTANTS M. E. Allison & Co., Inc.. San Antonio, Texas is employed as financial consultants to the City in connection with the issuance of the Bonds. The financial consultants fee for their services is contingent on the sale and delivery of the Bonds. SUCCESSFUL BIDDER The City understands that the successful bidders intend to offer the Bonds to the public initially at the prices or yields set forth on the cover or first page of this Official Statement. It is believed that the Bonds may be offered to certain dealers at prices other than the public offering prices. The initial public offering prices or yields set forth on the cover or first page may be subsequently changed. INDEPENDENT AUDITS The financial statements of the General Fund, General Debt Service Fund, and General Obligation Debt group of accounts of the City included in this Official Statement have been examined by Arturo Vasquez & Company, Corpus Christi, Texas, Independent Certified Public Accountants, to the extent stated in their report appearing herein, and have been so included in reliance upon such report given upon the authority of that firm as experts in accounting and auditing. CITY'S ANNUAL FINANCIAL REPORTS Copies of the Director of Finance annual report of the City for each of the City's last five fiscal years are available to prospective purchasers at the office of Harold F. Zick, Director of Finance, Corpus Christi, Texas, and may be examined at any reasonable time. 39 • Banking There are thirteen banks and numerous savings and loan associations located in the City. The table below sets forth the total deposits as of December 31 for the past ten years. Year Amount Year Amount 1968 $342,645,075 1973 $581,961.957 1969 349,692,957 1974 651,491,728 1970 471,068,207 1975 730,844,355 1971 515,568,008 1976 792,087,137 1972 552,063,027 1977 866,207,576 Transportatitin The Port of Corpus Christi provides excellent access to the sea lanes of the world. The Corpus Christi International Airport is served by five airlines and the City plans to purchase additional land for future expansion. Three rail lines serve the City and provide good transit time throughout the United States and Mexico. The City is tied into the Interstate highway network providing an open highway access to the entire nation. Corpus Christi State UnlvenRy Library Itullding Educational and Hospitals There are five separate school districts within the City limits having ten high schools, seventeen junior high schools and fifty elementary schools. Higher education is provided by Corpus Christi State University at Corpus Christi; a two year upper level university which opened in September 1973 on a campus area of 200 acres. The September 1977 enrollment was 2,454. The University projects an enrollment of 5,000 by early 1980's. The Corpus Christi junior College District operates Del Mar College and offers two year college lower level and vocational certificate programs. The September 1977 enrollment consisted of 6,964 students for college credit associate degrees and 1,376 full time students in vocational education. The U. S. Geological Survey operates a research facility at the Corpus Christi State University campus conducting geological research on the sea floor of the Gulf of Mexico and the Caribbean Sea. The University of Texas Marine Science Institute is located in nearby Port Aransas and provides graduate level work and research opportunities in the broad field of marine sciences. There are ten hospitals in the City with a total of 1,605 beds and several expansion programs under- way. 37 is • Model of Community -Comer len faculty Tourist and Convention Business The Corpus Christi Convention and Tourist Bureau reported 88,720 conventioneers spent $19.4 Mil• lion in Corpus Christi during 1977. It is estimated tourists spent an additional $16 Million. Corpus Christi is the only City in America where the downtown business district leads directly onto the Bayfront. The City has recently constructed a Community Cultural Center which is part of the Bayfront. The design treats the Park as an extension and terminus of Shoreline Drive, providing a focus toward the Bay. Located in the uniquely designed Community Cultural Center is a new 77,821 square foot Auditorium with a seating capacity of 2,500 persons. Also the Harbor Playhouse, a 500 seat theatre is located in the center along with the Art Museum of South Texas, and Corpus Christi Museum. $6,000,000 of these Bonds together with $8,000,000 of Bonds sold in May, 1977 is being used to construct a Community- Convention Facility, including an exhibit hall, meeting rooms, banquet hall, additional auditorium improvements and further acquisition and development of the site at the Bayfront Center. The Project design features an exhibit hall with 75,000 net square feet of exhibit space, a 80,000 square foot assembly and banquet hall to seat 2,000 persons for dinner or 4,000 for general meeting, 19,000 square feet for up to 14 meeting rooms, plus storage, lobby, loading dock, office, ticket area, catering-kitchen, mechanical opera. tion, halls, restrooms and elevators. Estimated cost of the Project is $14,400,000. Due to the new Convention Center, major hotels and motels are planning expansion programs or plans to build in Corpus Christi. Holiday Inn Emerald Beach already has under construction a new five story tower containing 144 guests rooms and four suits which will make a total of 964 rooms upon com- pletion. Also, three 25 X 20 conference rooms, new 900 seat Convention Center, new banquet kitchen, new restaurant to seat 260 and 17,00 square foot Holidome recreation fun center. People are attracted by a desire to visit the Gulf Coast, good weather and a splendid system of high- ways and causeways to Mustang Island and Padre Island where they can enjoy bathing and other recrea- tional advantages offered by the Gulf. Because of the Gulf breezes winters are mild and summers are comfortably cool with an average mean of 70 degrees. Boating and fishing accommodations are good and Port Aransas on Mustang Island is famous for deep sea fishing. The National Seashore Recreational Area on Padre Island has an 88 mile shoreline and excellent facilities are provided by the National Park Service. • Employment The following table indicates the total civilian employment in the Corpus Christi SMSA for the period November 1977 as compared to the prior periods of October 1977 and November 1976. Source: Texas Employment Commission - Manpower Trends, Corpus Christi - December 1977. Construction. The tables below indicate the amount of construction activity in Corpus Christi in the period of 1970 1977 and the monthly activity of 1977. Building Permits (annually) No. of Permita Prior Peri ods 1970 November Oaober November 1971 1977 1977 1976 Civilian Labor Force 128,200 128,650 128,200 Unemployment 7,750 8,500 8,250 Percent Unemployment 6.0 6.6 6.4 Total Employment 120,450 120,150 119,950 The following table sets forth the average weekly earnings, average weekly hours and average hourly earnings in the Corpus Christi SMSA for the period November 1977 as compared to the prior periods of October 1977 and November 1976. 82,754,296 March Av. Weekly Parninss Av. Weekly Houn Av. Hourly Earninsa Nov. On. Nov. Nov. Ott. Nov. Nov, Oa. Nov. 1977 1977 1976 1977 1977 1976 1977 1977 1976 Manufacturing -Total $256.45 $254.37 $240.96 42.6 41.7 42.2 $6.02 $6.10 $5.71 Durable Goods 203.66 203.27 198.92 39.7 41.4 41.1 5.13 4.91 4.84 Non - Durable Goods 282.68 279.64 262.79 44.1 41.8 42.8 6.41 6.69 6.14 Source: Texas Employment Commission - Manpower Trends, Corpus Christi - December 1977. Construction. The tables below indicate the amount of construction activity in Corpus Christi in the period of 1970 1977 and the monthly activity of 1977. Building Permits (annually) BUILDING PERMITS (Monthly - 1977) No. of Permita Value 1970 5,641 $29,290,390 1971 8,434 75,102,342 1972 4,573 60,887,030 1973 3,364 53,790,812 1974 2,930 57,753,925 1975 2,950 51,796,975 1976 3,490 56,644,920 1977 4,028 82,754,296 BUILDING PERMITS (Monthly - 1977) 36 Residential Commercial Tom] No. of Permim Value No_ Permim Value No. of Permits Value January 165 $ 2,226,518 63 $ 3.389,934 228 3 5,616,452 February 228 3,785,419 72 3,633,155 300 7,418,574 March 298 3,646,640 88 2,359.345 386 6,005,985 April 251 3,481,658 70 1,028,080 321 4,509,738 May 227 6,938,489 97 2,651,633 324 9,590,122 June 274 3,930,035 81 3,253,653 355 7,183,688 July 261 4,604,940 103 1,801,397 364 6,406,337 August 346 8,519,508 110 2,185,143 456 10,704,651 September 272 4,046,846 84 1,269,784 356 5,316,630 October 282 5,652,989 100 2,310,574 382 7,963,563 November 225 3,672,323 57 1,767,289 282 5,439,612 December 200 3,385,753 74 3,213,191 274 6,598,944 3,029 $53,891,118 999 $28,863,178 4,028 $82,754,296 36 Robstown Manufacturing Company ... (Haggar Slacks Company) Haggar, one of the largest manufac- turers of mess dress slacks began operations in Robstown during 1967. Innovative ideas with new fabrics, colors, styles, and fashions have kept Haggar the leader in dress slacks for men. The plant has been very successful with current employment of 600. TRW, Inc. ...During the Fall of 1975, TRW, Inc. established a resistor manufacturing facility in Corpus Christi. TRW resistors are manufactured for industrial, instrumentation, communication, com- puter, lighting, and military applications. During 1977 the Corpus Christi facility became the headquart- ers for TRW's Precision Thin Film Resistor manufacturing operations. Employment has grown to about three hundred people. Weatherby International ... During 1974 located a metal fabrication yard in Rincon Industrial Park. The facility is producing generator stations, compressor stations, and packaged process plants. The com- pany has over 250 employees. Private Utilities Southwestern Bell Telephone Company supplies telephone service to Corpus Christi. As of September, 1977 there were 167,883 telephones operating in Corpus Christi exchange, a net increase of 7,858 for the year. In November, 1977 the "downtown" central office serving approximately 32,000 customers was converted to the most modem electronic switching system. The equally large "Terminal" central office electronic system is now under construction and all other central offices within the City are scheduled for conversion to electronic switching in the near future. Central Power and Light, Lon C. Hill Power Plant, and Centex. Electricity is furnished by Central Power and Light Company (CPL) whose principal offices are located in Corpus Christi. In addition to Corpus Christi, CPL supplies electric service to a 44,000 square mile area which reaches into 44 counties of South Texas. Three of CPL's largest power stations are located in Corpus Christi. CPL is participating with three other utilities in building a two -unit nuclear plant that is scheduled to be operational in 1980. A coal fired plant is under construction near Victoria. Texas and is scheduled to be on line in 1979. 35 • _ a Naval Air Station and Corpus Christi Army Depot ... In the training of pilots and maintenance of air- craft, the Navy uses more than 2,000 military and more than 1,000 civilian personnel. The Corpus Christi Army Depot has approximately 9,900 civilian and some military personnel. CCAD is the Army's facility for complete maintenance, overhaul and repair of Army helicopters. In evaluating the impact of military installations to the economy of any City one should always consider the political nature of the issue. The Department of Defense now has under consideration a sub- stantial reduction of the Navy's activities in Corpus Christi. Power Monolithics...ln 1974, Power Monolithics, Inc. a division of Veeco Instruments, completed construction of an electronics plant in Corpus Christi. The building is located on city property at Inter- national Airport. Production is semi- conductors and integrated circuits. Semi - conductors are single transis- tors and integrated circuits are items containing many transistors. Projected employment is 950. PPG Industries, Chemical Division...Called Southern Alkali Corporation when it was first built, the plant, now known as PPG Industries, Chemical Division began operations in 1994 with about 250 employees. This plant has been expanded many times. The number of employees has grown to 675, in- cluding Technical Center. Principal raw materials are brine, limestone and chrome ores. Principal products are chlorine, soda ash, caustic soda, caustic pot ash, and chrome chemicals. The last pro- cessing unit to be constructed was a plant to make chrome chemicals. The plant's Technical Center started in 1945 with six people and now has approximately 141 scientists, engineers, technicians, and clerical personnel. On November 1, 1977 PPG Industries announced it will close 75 per cent of its local plant. The shutdown is expected to be completed by March 91, 1978. Officials stated that when the cutback is completed they will employ approximately 270 persons at the plant and Technical Center. The plant will continue to produce a full line of chrome chemicals and a possible expansion of this facility is under study. The Technical Center with a staff of 141 will have a slight reduction of personnel but will con- tinue most of its normal operations. The annual payroll of the complex in 1976 was $10.5 million. This would be cut back to around $2.5 million. The production phaseout is blamed on poor operating economics. Reynolds Metals Company... Reynolds Metals Company completed two large planes near Corpus Christi in 1952. The Sherwin plant uses bauxite ore, transported in self- unloading, company -owned ships to produce alumina. A part of the production of alumina goes to the neighboring Reynolds San Patricio plant where it is used to make metallic aluminum. Four years after these plants were built, a major expansion increased substantially the plant capacity. A second major expansion was completed in 1966. 1,200 people are employed including approximately 70 in the marine division. The San Patricio reduction plant has closed temporarily due to current economic conditions- 94 Bay Fabricators ... Bay Fabricators is the outgrowth of a small aluminum fabricating business established in 1948. The company's activities now include fabrication of steel, aluminum; and copper for industrial customers, also sub- assemblies for air pollution control systems, production of copper and aluminum bus assemblies for industrial electrical systems, and fabricated steel products. More than 100 persons are employed by the company at Cabaniss Field. Brown & Root, Inc ... In early 1975 Brown & Root announced the location of a marine fabrication yard on their site at Harbor Island. Site work and bulk heads construction has been completed. The company fabricates heavy steel structures for the offshore oil industry. There are about 950 employees. E. L. Caldwell & Sons ... One of Corpus Christi's oldest manufacturing companies, maintains a thirteen - acre manufacturing plant which sells a wide range of farm products all over the nation and in over 50 foreign countries. New technology to continually develop new products has been the company's key to success, according to the owners. More than 100 persons are employed at the plant. Celanese Chemical Company ... The Chemcel plant at Bishop, near Corpus Christi, began operating in 1945. Original production was of five basic chemicals, principally acetic acid and acetone, that were to be used in other Celanese plants to make cellolose acetate that is used in the making of synthetic fabrics and plastics. The Chemcel plant is a petrochemical and plastic plant using methane and derivatives of petroleum as raw materials. In the thirty years since it began operating, there have been many plant ex- pansions and new products added until the number now exceeds 50. The number of employees has grown to more than 900. The Celanese Technical Center, located in Corpus Christi, has steadily expand- ed. The original pilot plant was begun in 1947. Several additions have since been constructed. There are now about 250 employees at the Technical Center. Centex Cement Corporation... Centex Cement Corporation uses limestone to produce various types of cement. Centex has about 195 employees. Company officials have announced plans to relocate the facilities to another City, but the local plant will be used as a cement distribution center for South Texas. It will be some two years before the new facilities are completed, and there are plans under study to con- vert the present facility to the production of lime. Some of the present employees will be kept on to operate the distribution center, and others may continue if the proposal to convert the plant goes through. Recent demand for cement has caused Centex to continue producing cement in Corpus Chriti. CPC International ... The multiplant international company is represented in Corpus Christi by the Bluebonnet Plant, a modem wet milling plant. Construction of the Corpus Christi plant began in 1947, with production getting underway in 1949. The architecture is unique since most of the process buildings are without walls. The plant employs approximately 950 people, producing bulk products of starch and dextrose sugar. Vegetable oil and grain seed are by- products. E. I. DuPont De Nemours & Company ... In 1971 E. 1. DuPont De Nemours purchased 1,560 acres of property on Corpus Christi bay, located between the Reynolds Metals plant and the City of Ingleside. The plant is an integrated facility for the production of fluorcarbons. Fluorcarbon products are used as aerosol propellants, refrigerants, solvents, food refrigerants, fire extinguishing agents, and flowing agents for plastic foams. The company is planning to operate a unique and new process which converts a by- product, hydrogen chloride, to chlorine which will then be used as raw material for the manufacture of freon. Because of the new process developed by DuPont, the plant is expected to be expanded into one of the world's major freon facilities. The first phase of the plant began operations in early 1974 and employs approximately 550 people. DuPont has started construction on a caustic - chlorine plant. Levi Strauss & Company...Levi Strauss and Company is the world's largest apparel manufacturer. The Corpus Christi plant manufactures women's pants. They will move into a new 100,000 sq. ft. facility early in 1978. Employment will increase from the present level of 225 to approximately 700. 33 Saber Refining Company ... In 1975. started production on their 60 acre tract on Up River Road with a crude capacity of 10,500 bbls per day. Primary products are naphtha, No. 2 Fuel Oil, atmospheric gas oil, and residium. Presently completing expansion of the refinery which will increase crude capacity to 21,000 bbl /day and provide for production of L.P.G. as an additional product. Employment has been increased to 37 people. Sun Petroleum Company ... (subsidiary of Sun Oil Company) is one of the newest and most highly automated in the nation. Its construction was completed in 1953 with original capacity of 26,000 barrels a day. Since then, many new production units have been added. Daily through -put has been increased gradually until now it is 70,000 barrels a day. In addition to refined petro- leum products, the plant annually produces 100 million pounds of Paraxylene which is used in making synthetic fifers. There are 465 employees, Quintana- Howell Refinery ... The Quin- tana- Howell Joint Venture refinery, a joint Sun Petroloum Company Refinery venture of Quintana Refinery Company and Howell Corporation, was re- opened in the Spring of 1979 after being closed in the Fall of 1970. Shortly after the refinery resumed operations, the Quintana - Howell Joint Venture began a construction program which increased the capacity of the refinery to 47,500 barrels, per day. The refinery is currently pro. cessing about 30,000 barrels of oil per day producing fuel oils which are marketed to utilities and industrial users in Texas and the Northeast, and naphtha, which is sold to chemical companies. In 1975, the Quintana - Howell joint Venture began construction of a petrochemical plant at the refinery site. The plant will produce aromatic petrochemicals, primarily benzene, xylene and toluene. When com- pleted, the facility will have a 7,200 barrel per day processing capacity, including 5,000 barrels per day of benzene, making it one of the ten largest producers of benzene in the U. S. Tipperary Corporation...Tipperary Corpo- ration, based in Midland, Texas is now building an oil refinery near Ingleside. The site is 75 acres acquired from National Steel Company, The new refinery is on stream with a capacity for 5.000 barrels of crude throughput daily and will be operated by about 21 persons. A 1J�JJJ - The oil and gas industry is a major support to the economy of Corpus Christi. In addi- � [ion to the major refineries listed above, there are about 56 oil field equipment and specialty companies, 106 oil field specialty _ companies not in the above categories, 123 oil- operator companies and 75 produc- Producers Grain - Pon Terminal. ers not included in "Operator- Companies." There are approximately 75 oil drilling companies, including major marine offshore rig operators with many specialists not included in above, such as seals, bearings, directional drill control. mud engineers. fishing tools, libraries, logging, mapping, perforating and surveying. 31 • Other selected major industries dependent upon the Port of Corpus Christi facilities and those located throughout the Corpus Christi area are: ASARCO Incorporated ... Brings concentrated zinc ores in ocean -going ships from mines in various foreign countries and from western states. Planned originally to produce 9,500 tons of zinc per month, the plant had three major expansions of production capacity in 1959, 1956 and 1960 and now produces more than 100,000 tons of zinc metal per year and 80,000 tons of sulphuric acid. Smaller quantities are produced of other metals that are found in the zinc ores. The number of employees has increased with each plant enlargement and now numbers about 650. _ ASARCO, Im., Cam Products and Producers Grain Baker Marine Corporation... Is a family -owned marine offshore rig building firm that in 1974 bought out IHC Holland Marine Corporation, a Dutch firm located on a site near Ingleside leased from National Steel Corporation and completed a $25 million offshore drilling jack -up platform rig destined for Brazil. Baker's second giant drilling structure was delivered to Transworld Drilling Co., a wholly owned sub. sidiary or Kerr McGee Corporation. A third rig has been completed for Pool Co., a subsidiary of Enserch Corporation. Current employment is approximately 650. Baker has these three offshore jack -up drilling rigs now under construction: one mat - supported rig for Marine Drilling Co., of Corpus Chrssti, one mat - supported rig for Moran Bros., of Wichita Falls, Texas and one spudcan supported rig for Houston Offshore International. Baker has four production facilities in the Corpus Christi area: a jack manu- facturing facility at Cuddihy Field; a steel fabrication facility at Rincon Industrial Canal; a machine shop at Ingleside and its main rig building facility 6 miles southeast of Ingleside. Baker also fabricates packaged offshore drilling rigs. 32 Application has been made to the Corps of Engineers for a permit to develop a 72 foot deep channel and docking basin at Harbor Island, one of the divisions of the Port, to accomodate VLCC's of 275,000 DWT capacity. This facility would provide substantial economies in supplying crude oil to industries and refineries as well as large dry bulk cargo ships and the Federal Energy Commission has been quoted as considering it a national energy facility. As the nation's energy shortage worsens and crude imports increase, almost every refinery on the Port of Corpus Christi has been and now is, expanding efforts to meet these demands. The plants currently have an aggregate daily throughput capacity of 588,500 bar- rels of crude oil. Construction now underway or soon to start will increase this to 655,000 barrels. Fol- lowing is a highly condensed description and record of the growth and plans of refineries at the Port of Corpus Christi. Coastal States Petrochemical Company... Beginning as an independently owned and small refinery in 1956, it is now the largest refinery in Corpus Christi and the 17th largest in the nation. Terminal Re- fining Company was sold in 1942 to Sinclair Oil and Refining Company and developed into a capacity of 29,500 barrels of crude per day. Since being purchased by Coastal States Petrochemical Company, addi- tional producing units have been completed and expanded. The refinery now has a capacity of 185,000 barrels of crude per day and employs 400 personnel. In 1975, the company built eight new tanks and now has storage capacity for five million barrels. Its products range from gasoline to asphalt and coke. Production also includes jet fuel, kerosene, diesel fuels and bunker oil for ships, No. 2 and No. 6 oils. benzene, cumene, and toluene. Southwestern Refining Company, Inc... Was constructed and began operations in 1986 with the capacity to process 5,500 barrels of crude oil per day. Gradually that capacity has been increased until now through -put capacity is 120,000 barrels a day. An expansion program now nearing completion will add another 55,000 barrels to the plant's capacity. There were 25 or 30 employees at the beginning in 1986. Now there are about 240. In addition to normal petroleum products, others are Aromatics - Benzine, Toluene and Xylene. Kerr -McGee Corporation acquired Southwestern Refining Company in February 1974 and announced a $32 million expansion which will allow for the processing of imported sour crude oils. The new desulfurigation equipment which is designed for desulfuring of naphtha, kerosene, diesel fuel and gas oils became operational in 1975. Champlin Petroleum Corporation... Champlin Petroleum Corporation began business in 1936 with 24 employees and a capacity to process 2,000 barrels of crude oil per day. The Great Southern Chemical Corporation, a petrochemical producer, was purchased and incorporated into the plant. Production gradually has grown until more than 400 employees are required as 155,000 barrels of crude per day are converted into automotive products and petrochemicals. Recently its capacity was increased to 155,000 barrels a day under an expansion program costing $250 million. The new expansion provided the necessary equipment for processing both low and high sulphur crude and to meet current and expected environmental standards. The project included expansion of the company's terminal facilities on the Corpus Christi Ship Channel to receive crude from both domestic and foreign sources. This included building two docks and adding three million barrels of storage capacity to 7.5 million barrels. Champlin Petroleum Corporation announced in June, 1977 its participation in a joint venture to build a $600 million, world scale ethylene plant about 10 miles southwest of Champlin's present port industrial district refinery. Champlin's interest will be 37.5 percent with ICI America and ICI United States taking 37.5 percent and Soltex Polymer Corporation 25 percent interest. The plant, was started in 1977 and projected to be finished in 1980, is expected to employ a construction force in excess of 2,000 workers. When finished, it should require about 200 operational employees. The petrochemical complex will produce 1.2 billion pounds of ethylene a year, plus substantial quantities of propylene, ben- zene and crude butadiene. The products are basic to the manufacture of plastics, synthetic rubber, synthetic fibers, antifreeze and detergents. Champlin will operate the new complex, supplying liquid feedstocks (naphtha and gas -oil) from its Corpus Christi refinery. ICI will be marketing contractor, and Soltex will he pipeline contractor. 30 Indw y Corpus Christi industry is diversified. Products include metal, chemicals, farm and ranch equip- ment, oil field equipment, cement, clothing, food processing, electronic and petrochemicals. Aerial vlew d Port of Corpus Chrisfl and Harper Bridge. The Port of Corpus Christi opened the area to world commerce in 1926. It is the terminus of a net- work of oil and gas pipelines covering Southwest Texas and extending to the Oil country of West Texas. In 1976, 1,195 ships and 5,515 barges used the Port's facilities. There are a total of 6,816 lineal feet of wharf frontage consisting of 24 public docks of which 11 are dry cargo, one bulk material two grain elevators and 11 oil docks. In addition, there are 12 private oil docks and 7 dry cargo docks owned and operated by major industries. There is also a public compress with an average capacity to handle 2,500 bales of cotton per eight -hour day. Petroleum, a principal commodity moving through the Port has had dramatic increase in volume in the last five years. Shipments of crude and refined products in the first six months of 1977 increased 42.5% over the same period in 1976. Other principal commodities handled are grain, chemicals (liquid and dry), cotton and linters, metals and ores, mud shell and caliche and general cargo. Total cargo volume in 1977 was 60,669,825 tons as compared to 48,295,799 tons in 1976. Dredging to deepen the Port channel from 40 to 45 feet, making it the deepest Port on the Gulf of Mexico started July 12, 1975. Dredging has been delayed for years because the United States Corps of Engineers, the Port, nearby property owners and environmental groups have been unable to agree on disposal sites for the contaminated sediments in the inner harbor. While negotiations have dragged on, shoaling has continued. In December, 1977, this situation resulted in an 18 inch reduction in draft size of ships. The reduction could adversely affect petrochemical operations which will need more ships at higher operating costs for the same shipment of crude oil into the Port and refined products out of the Port. The Port and Corps are working on an interim dredge disposal plan that should have the 18 inch reduction order removed in the near future. 29 ECONOMIC AND DEMOGRAPHIC CHARACTERIS'T'ICS population In 1960 the City of Corpus Christi had a population of 167,690. By 1970 the population had in- creased approximately 22% to 204,525. The table below shows the City's U. S. Census figure for 1920 - 1970 and the 1977 estimate by City officials: Population U. S. Census Figures for 1920 -1970 1920 10,522 1930 27,741 1940 57,301 1950 108,053 1960 167,690 1970 204,525 1977 (estimated) 225,000 According to 1970 Census figures, median age in Corpus Christi is 24.4 years. These figures also indicate that approximately 42.5% were under 20 years of age, 32.8% between 20 and 44, 18.6% between 45 and 65, and approximately 6.1 % were 65 or older. Corpus Christi Standard Metropolitan Statistical Area (SMSA) consists of Nueces and San Patricia, Counties with an estimated population of 298,436 in 1976. View of the Marina an the Bayhent. Trade Area and Location Corpus Chriti s Trade Area consists of Nueces, San Patricio, Aransas, Jim Wells and Kleberg Coun- ties. All of these counties enjoy a solid and diversified economy contributing material support to Corpus Christi as a trade center and shipping point. The area is generally flat with rich soils, excellent climate and a growing season of approximately 300 days. Principal crops are grain sorghums and cotton. Live- stock includes beef, dairy cattle, hogs and poultry, average agricultural income is about $120 Million The oil and gas industry has been a major factor in the growth and economy of the trade area. Annual mineral value is about $725 Million. The Trade Area's outlet for much of its agricultural and petroleum products and one of the most important economic factors is the Port of Corpus Christi which has been serving the area for fifty years. Corpus Christi's location is one of the most strategic in the Southwest with deep water transportation to the Gulf of Mexico and barge traffic by the Intracoastal Waterway. The nearest competition to the Port is Brownsville, 160 miles to the South, nearest retail and wholesale competition is San Antonio, 145 miles to the Northwest and nearest heavy industry competition is Houston 210 miles to the Northeast. 28 Future annexations by the City are expected. However, as more fully described below, future annexations may be affected by the Voting Rights Act of 1965, as amended. LEGISLATION AND LITIGATION Federal Bankruptcy Act In April 1976, certain amendments to the Federal Bankruptcy Act were enacted. These amendments eliminated the requirement that the consent of a majority of the creditors of an insolvent municipality be obtained before a petition for bankruptcy was filed and otherwise attenuated the requirements that must be sated before a municipality seeks assistance in adjusting its debts. Although the amendments were enacted primarily in response to the financial difficulties of New York City, the passage of the amendments may increase the likelihood that financially distressed municipalities will seek court assistance in dealing with the claims of the municipality's creditors. Such action by one or more munici. palities may have an adverse effect on the municipal bond market generally. Voting Rights Act of 1963, as amended On September 25, 1975, the State of Texas became subject to the provisions of the Voting Rights Act of 1965, as amended by the Voting Rights Act Amendments of 1975, Public Law 9473 (the "Voting Rights Act "). Among other requirements, the Voting Rights Act purports to prohibit the enforcement by a, political subdivision, such as the City, of any change in voting practices or procedures different from those in effect on November 1, 1972, without first obtaining a declaratory judgment in the United States - District Court of Columbia to the effect that the enforcement of such practices or procedures will not have the purpose or effect of discriminating against racial or language minority group voters. In the alternative, the proposed changes in practices or procedures may be submitted to the United States Department of justice. If no objection thereto is received within sixty days with respect to the enforcement of such proposed changes in practices or procedures, or if a written determination from the Department of Justice not to interpose objection to the enforcement of such proposed changes in practices or procedures is obtained, such changes may thereafter be enforced unless enjoined or restrained by subsequent action brought by an aggrieved party. Among other matters, any adjustment since November 1, 1972 in the boundaries of the jurisdiction proposing to hold an election would constitute a change in voting practices or procedures and is subject to the terms of the Voting Rights Act. Coastal States Gas Producing Co. On March 20, 1975 the City of Corpus Christi filed a damage suit against Coastal States Gas Producing Co. in the stated amount of Six Million Dollars (Cause No. 75 -988E, City of Corpus Christi, et al vs. Coastal States Gas Producing Co., et al). These damages were for failing to deliver natu- ral gas at the price contracted for. All deliveries have been made but the price of gas pursuant to the Texas Railroad Commission's Interim Order in Gas Utilities Docket 500 has been increased monthly based on the adjusted cost of purchased gas to the Defendants. As of the date of this report, this case is currently pending without a trial setting due to discussion of out of court settlements. On December 12, 1977, the Texas Railroad Commission entered its Final Order in Gas Utilities Docket 500 ordering Coastal and its subsidiary Lo -Vacs to refund all amounts paid in excess of the contract to their customers. The Final Order does not become effective until Motions for Rehearing are acted on or overruled by operation of law. That time could be extended until March 19, 1978, after which time it would be subject to being appealed to State District Court. Most of the damages incurred were borne by the City's gas utility system customers and any recovery from litigation, settlement, or the Texas Railroad Commission Order will be for the end use customers benefit. 27 • ANNEXATION PROGRAM Background The City has continued to expand its jurisdiction, and thus increase its tax base, by annexing selected adjacent areas. The total area of the City is approximately 926 square miles of which approximately 105 square miles is land area and 221 square miles water area. As mentioned earlier, the areas covered by water contain no population and require no normal City services, but do produce considerable revenues from oil and gas properties located therein and allows the City to enforce ordinances regarding uses in the areas. The City has had numerous annexations since its beginning. Significant annexations occurred in 1950 when 96 square miles of water area in Corpus Christi and Nueces Bay were annexed, in 1962 when 45 square miles of land west and south of the City were annexed, in 1966 when 98 square miles of water area in Corpus Christi Bay were taken in and in 1970 when 66 square miles of water area in Corpus Christi Bay and Laguna Madre were added. However, four oil companies who owned leases in the 1970 annexation of bay water areas contended the annexation was not legal. The matter ended up in court and the matter was settled in favor of the City. In December 1972 an election to re -affirm the annexation of November 1970 was held and carried. The following table lists the areas annexed by the City since 1970. Annexations 1970 -1977 Square Miles , Date of Ameaatim Description of Areas land Water November 1970 State owned submerged areas 5 miles up the Nueces River — 0.05 November 1970 State owned submerged areas in Corpus Christi Bay & Laguna Madre — 66.15 January 1972 Streets and roads around Saratoga Land Co. 0.12 — March 1972 Saratoga Land Co. area 0.69 — May 1972 Central Power & Light Co. property on Saratoga Blvd. 0.09 — June 1972 South Clarkwood Rd. - land south of Clarkwood 0.02 -- July 1972 State owned submerged area 7 2/5 miles up Nueces River — 0.07 July 1972 Area of Bohemian Colony Lands 0.05 — December 1972 Re- affirm annexation of November 1970 and 9 additional areas 0.29 4.08 April 1979 Jim Wilburn property and a portion of Saratoga Rd. 0.01 — August 1979 Cabanis Industry area 0.02 — August 1979 Calallen area 0.12 — January 1974 Calallen area 0.09 — March 1974 Flyway subdivision unit #1 0.06 — October 1974 Corpus Christi beach area 0.04 — December 1974 Portions of Saratoga Blvd. & Staples 0.19 — December 1974 Barney M. Davis Plant Area 9.12 — November 1975 Flyway subdivision unit #2 0.06 — January 1977 Annaville area 0.05 — March 1977 Area of Bohemian Colony Lands 0.26 — October 1977 Area of Delta Acres Subdivision 0.009 — October 1977 Area of Ira Hayley, Jr. Land 0.07 — November 1977 Area of H. B. Sheppard Farm Lots 0.01 — November 1977 Portion of Suntide (Viola Rd.) 1 -185 0.002 — November 1977 Portion of McRinzie Ln. 0.005 — 26 COMPARATIVE UTILITY SYSTEMS OPERATING STATEMENT Fiwsl Ymr Ending Water System 7 -31 -77 7 -31 -76 7 -31 -75 7 -31 -74 7 -31 -73 Income $8,228,948 $7,687,198 $7,507,540 $6,999,441 $6,114,425 Expenses 4,599,268 4,084,999 9,920,107 9,724,217 9,596,996 Net Revenue Available For Debt Service $9,695,080 $9,602,199 $9,587,459 $2,615,224 t2,577,489 Wastewater Disposal System Income $2,297,145 $2,294,102 $2,190,580 $1,846,728 $1,744,411 Expenses 2,906,457 2,049,414 1,746,606 1,476,492 1,921,411 Net Revenue Available For Debt Service L___12..3 12) $ 190,688 $ 499,974 L_370,236 $ 429,000 Gas System Income $18,962,567 $15,122,909 $7,875,920 $4,042,987 $9,811,247 Expenses 16,779,874 19,081,089 6,500,821 9,428,769 2,446,595 Net Revenue Available for Other Lawful Purposes $ 2,182,499 $ 2,041,814 $1,975,098 $ 614,218 $1,964,652 The Gas System Has No Revenue Bonds Outstanding Note: Accounting principles customarily employed in the determination of net revenues for coverage of debt service have been observed and in all instances exclude depreciation. Figures for fiscal years ending 7- 91 -77, 7- 91.76, 7 -91 -75 and 7.91.74 from audit prepared by Arturo Vasquez, CPA, Cor- pus Christi; fiscal year ending 7 -91 -79 from audit prepared by Touche, Ross & Co., CPA, Corpus Christi. UTILITY CONNECTIONS (At December 91) Ymr Water Sewer Gas Electric Telephone 1971 57,127 48,041 56,912 65,071 194,099 1972 58,458 49,195 57,079 66,765 199,160 1979 59,918 50,071 57,429 68,668 144,291 1974 59,926 50,642 57,617 69,666 146,719 1975 60,192 51,968 57,815 70,740 152,120 1976 60,575 52,698 57,669 71,715 160,888 1977 (1) 61,956 59,589 57,951 79,924 167,578 (1) As of November 90, 1977 INTERNATIONAL AIRPORT Corpus Christi International Airport has 1,790 acres with two fully instrumental main runways of 7,500 feet and 6,080 feet. Enplaning and deplaning passengers totaled 479,128 for the fiscal year ended July 91, 1977, an increase of 80,621 over the previous fiscal year. There are 90 scheduled airline arrivals and departures daily. During the fiscal year ended July 91, 1977, the City incurred a net loss of $86,688 on operation of the airport, which was down $99,991 from the loss of the previous fiscal year. Increases in landing fees and fuel flowage fees in 1977 improved revenues but did not eliminate the deficit in operations. TRANSIT SYSTEM The City Transit System operates 27 buses daily over 17 routes. Passengers carried for the fiscal year ended July Sl, 1977 totaled 1,619,555. The Transit System's net loss for the fiscal year ended July 91, 1977 was $805,090, an increase of $176,041 over the net loss of the previous fiscal year. 25 time to time to complete the initial local share of the Project. Debt service on the Nueces River Authority Revenue Bonds will be paid by the City from revenues from the sale of water. Upon completion of the Project, the City will commence paying the balance of the local share which is scheduled over a 40 year period with payments based upon water consumption. The water rates charged by the City for treated water vary in accordance with the amount of water delivered and meter size. Inside city limits rates are a minimum of $1.90 to $56.70 based on meter line size from 8/8" to 8" for the first 8,000 gallons. The rate per thousand gallon decreases in six steps for quantities delivered in excess of the minimum. Outside city limits customers rates are $4.10 to $118.40 and $6.80 to $170.10 (Padre Island customers) depending on the meter line size from 8/8" to 8" for the first 8,000 gallons. The rate per thousand gallons decreases in six steps for quantities delivered in excess of the minimum. The City has also contracted to sell treated and raw water to several industrial and municipal customers. The rates charged to the contract customers vary. On Janury 11, 1978 the City Council passed on first reading an Ordinance adopting new water rates which will increase the above rates approximately 80 %. The Ordinance is expected to become finally approved on January 25, 1978. Operations of the Waterworks System may be found under the caption "Comparative Utility Systems Operating Statements" and number of customers under the caption "Utility Connections". WASTEWATER DISPOSAL SYSTEM The City's Wastewater Disposal System is operated by the Wastewater Division of the Depart- ment of Public Utilities. The System consists of approximately 909 miles of sanitary sewer mains and treatment plants. Sanitary sewer service charges are based on water consumption. In August, 1977, the Wastewater Rate Ordinance was amended to increase Wastewater rates. Inside City limits rates are based on a minimum of $2.55 for the first 2,000 gallons with a one - family maximum of $6.97. The charge in addition to the minimum is $•84 for each one thousand gallons of water. Outside City limits rates are based on a minimum of $5.10 for the first 2,000 gallons with a one- family maximum of $19.94. The charge in addition to the minimum is $.68 for each one thousand gallons of water. Operations of the wastewater disposal system may be found under the caption "Comparative Utility Systems Operating Statements" and number of customers under the caption "Utilities Connections". GAS SYSTEM The City has been in the natural gas business since 1922 and at July 81. 1977 had 57,804 connections. In January, 1974 the City retired the last outstanding Gas Revenue Bonds and the system is un m encu- bered. The Corpus Christi Municipal Gas Corporation, a non -profit corporation, was chartered for the exclusive purpose of promoting the public interest in the City of Corpus Christi by constructing, acquiring, owning, leasing and operating municipal gas utility facilities on behalf of and for the benefit of the City. In July 1975, the City issued $2,000,000 Tax Certificates of Obligation with the proceeds used to pay off the long term indebtedness and current liabilities of the Gas Corporation. The Corporation's assets are now the property of the City and the system was merged with the City's gas system on August 1, 1975. The City's gas supply contracts are with LoVaca Gathering Company and expire March 1, 1986. One contract provides a rate of 19.5 cents per MCF, another contract provides a rate of 24.5 cents per MCF. However, in September 1979, the Texas Railroad Commission issued an interlocutory order creating an interim rate and increasing the cost of gas to 24.55 cents per MCF. This cost is adjusted monthly to reflect the supplier's monthly weighted average cost of gas. In addition, a fixed charge of 5 cents per MCF is assessed in order to defray maintenance and other overhead costs to be incurred by the supplier. See "Legislation and Litigation" concerning this contract. The gas rate charged to residential customers is a minimum of $2.85 for the first MCF reducing in four steps for quantities delivered in excess of the minimum. General customer rates are the same but the rates are reduced in 10 steps for quantities delivered in excess of the minimum. Operations of the Gas System may be found under the caption "Comparative Utility Systems Operating Statements" and number of customers under the caption "Utility Connections". 24 Accrued Vacation and Sick Leave Vacation days accrue at the rate of I day per month of service or 1.4 days per month of service after 15 years of service; sick leave days accrue at the rate of 1 day per month of service. Policemen and firemen accrue 15 vacation days and 15 sick leave days per year of service. At July 31, 1977 employees accrued vacation days were valued at $1,884,965 and sick leave days were valued at $4,917,578. These amounts are not an exact liability of the City since not all of the accrued vacation or sick leave days would be paid to an employee upon termination of employment. A maximum of 30 accrued vacation days are paid upon termination except that all accrued vacation days are paid upon retirement with 25 years of service, retirement at age 65 years or upon disability retirement. A maximum of 90 accrued sick leave days is paid only at retirement after 25 years of service, retirement at age 65 years or older, disability retirement or death. Contingent Liabilities As of July 31, 1977 the City of Corpus Christi, Texas had no material contingent liabilities. WATERWORKS SYSTEM The City of Corpus Christi obtains its water from the Nueces River with a water -shed of some 16,000 square miles with an average flow of 612,900 acre feet. A portion of the flood waters is impounded in Lake Corpus Christi by the Wesley Seale Dam, owned by the Lower Nueces River Water Supply Dis- trict, which has a capacity of 272,000 acre-feet. The reservoir is maintained at a level of 94 feet above sea level and has an estimated annual yield of 126,000 acre feet under drought conditions. The current use is approximately 84,000 acre feet. The water flows some 35 miles of natural river channel of the Nueces River to two treatment plants at Calallen which have a combined rated capacity of 80,000,000 gallons per day with a 50% overload factor. The finished water is pumped to customers through five mains which have a capacity of 130,000,000 gallons per day. Plans call for a treatment plant expansion to be con- structed in 1979 and 1980. A water supply contract, dated August 10, 1955, with the Lower Nueces River Water Supply District, provides that the City has sole right to all water available from the District's reservoir. A minimum monthly payment of $40,000 for water purchases is agreed upon, and an additional declining scale of prices ranging from 3.25 cents to 1.50 centers per 1,000 gallons for annual water purchases in excess of the minimum of fourteen billion gallons. The City also agrees to operate and maintain the District's dam at its own expense during the term of this contract which is for a period of 30 years. It further agrees to negotiate an additional contract upon expiration of the 30 -year primary-term should the District remain obligated on bonds sold to finance construction of the dam. The agreement further provides that, at the time all bonds of the District have been paid off, whether prior to the expiration of the primary-term or during the period covered by a contract executed after expiration of the primary-term, the City shall have the option of taking title to the reservoir properties from the District under such procedure and for such minimum payment as may be required by law. As of July 31, 1977, the District had outstanding bonds payable totaling $8,852,000 which mature serially thru 1986. Also, the City has agreed to pay to the District a total of $180,000 during the 1977 -78 fiscal year as a payment for the purposes of enabling the District to meet its operating expense and debt service obli- gations and thus expedite the transfer of title of the reservoir to the City of Corpus Christi. These pay. ments do not affect the 1955 contract. To meet the need for a future raw water supply, the City and Nueces River Authority have entered into a contract for joint sponsorship of Choke Canyon Project, a 700,000 acre foot reservoir to be located on the Frio River near Three Rivers, Texas, upstream from the existing Wesley Seale Dam. The Project will be constructed by the U. S. Bureau of Reclamation at a presently estimated cost of $82,000,000 of which approximately 75% will be the local sponsors' share. To finance initial costs of approximately $19,000,000 the City has sold to the Texas Water Development Board $15,000,OOC flunior Lien Water Revenue Bonds. The first installment of $7,895,000 were issued in October 1975, of which the proceeds were used to advance refund all $7,105,000 outstanding First Lien Water Revenue Bonds. The second installment of $7,105,000 were issued in January 1977 and the proceeds will be paid to the Bureau of Re- clamation as part of the cost of the Project. The Nueces River Authority will issue its revenue bonds from 23 EXPENDITURES FOR SELECTED FUNCTIONS Set forth below is a table showing the expenditures by the City of Corpus Christi for certain selected functions. Comparison of General Expenditures for Selected Functions Sanitation Health Fiscal General Public and Waste end Cornmunity Debt Year Government Safety Streets Removal Environment Libraries Enrichment Service 1972.73 $2,692,635 $7,774.672 $2.145,121 $2.202,432 3 742,687 $451.040 $2933,921 $5,573,343 1973.74 3,180,949 8,649,684 2,290,887 1,986,630 893,447 500,538 2,517,546 6,175,390 1974.75 3,608.412 9.734,341 2,830,841 2,221,714 1,105,476 594,872 3,235,931 6,517,215 1975 -76 4,312.909 11,258.465 3,014,864 2,418.021 1,107,234 677.640 3.590,211 7.422,800 1976 -77 4,630,849 12,433,629 3,175.298 2,654,618 1,163,638 710,431 3,952,061 7.612,392 Community Enrichment includes expenditures for the Director, parka, recreation, marina, bayfront, science park. Corpus Christi museum, art museum maintenance and Tourist and Convention development. Source: Annual Financial Report for the year ending July 31, 1977. Retirement Plans Liabilities of Retirment Plans Texas Municipal Retirement System... This State administered retirement system covers all employees except firemen, temporary employees and employees who were over age 49 at the time of their employ- ment. At July 31. 1977 2,208 employees were covered by TMRS. The present value of future contributions for prior service is $14,215,131 which is being amortized for 25 years and is included in the City's contribu- tion rate. Firemen's Relief and Retirement Fund... The Firemen's Relief and Retirement Fund is established and controlled through State legislative enactments and is maintained on an actuarily sound basis in that contribution rates must be sufficient to pay normal cost and amortize the net actuarial deficiency over a 30 year period. All changes or modifications of benefits must first be approved by a qualified actuary. This retirement fund is administered locally by a seven member Board of Trustees. The January 1, 1977 Actuarial Valuation of the Fund by The Wyatt Company, Actuaries and Con- sultants, Dallas, Texas, reported that the present benefit plan was financially sound. They further re- ported that if the Firemen increased their contribution by one percent they could then increase their monthly benefits to 1.8% or $1,037.95 for each year of credited service. This improved benefits plan would also be financially sound. The firemen voted to increase the benefits plan and also to increase their contribution by one percent effective March 22, 1977. The January 1, 1977 Actuarial Valuation of the funds reported an actuarial deficiency of $3,956,189 which is being amortized over a 30 year period. Corpus Christi Retirement Plan Fund... The Corpus Christi Retirement Plan Fund was established May 5, 1976 to provide a retirement plan for those full time employees who were over the age of 49 at the Lime they were employed by the City and because of age were not eligible for membership in the Texas Municipal Retirement System. There is no liability for prior service contributions to the City under existing provisions of the Plan. Payroll Statistics Texas Firemen's Corpus Chriati Total Paid Number of Fi—I social Municipal Ret Relief and Retirement by City as Employes Last Year Salaries Security System Retirement Plan Employer Payday of Year 1972 -73 $18,095,918 $ 788,466 $ 627,133 $200,817 — $19,712,334 2,895 1973 -74 20,331,980 917,410 838,852 261,485 — 22,349,727 2,809 1974 -75 23,570,968 1,127,190 1,006,481 291,209 — 25.995,848 3,145 1975 -76 26,755,844 1,283,095 1,335,604 367,746 $5,770 29,748,059 3,048 1976 -77 28,950,266 1,381,748 1,605,029 407,908 49,298 32,394.249 3,125 Source: Annual Financial Report for the year ended July 31, 1977. 22 Hotel Occupancy Tax A 2% hotel -motel occupancy tax was first levied in August 1968. Effective September 1, 1972 the tax was increased from 2% to 9 %. Tax collections amounted to $967,888 in 1976 -77 fiscal year. By contract with the City, the Corpus Christi area Convention and Tourist Bureau is reimbursed for certain expen- ditures incured in the promotion of conventions and tourism. Reimbursements financed by the S% tax is limited to the amount appropriated in the city annual budget. Federal Revenue Sharing The Federal Revenue Sharing Program began in December 1972 and as of July 91, 1977, $19,401,509 had been received and with the $456,455 accumulated interest earnings, totaled $19,875,816. Expendi- tures through July 31, 1977 was $19,690,672. Salmi and Use Tax The City imposes a 1% sales and use tax. In 1977, the sales and use tax amounted to $6,852,194 and accounted for approximately 19.4% of the City's General Fund revenues. The sales tax applies to receipts from retail sales within the City of most tangible property and from utility service billings, restaurant meal charges and other specified sources. The use tax is imposed on the storage, use or consumption in the City of tangible personal property bought (or leased) from a re- tailer. The sales and use taxes are collected by the retailer from the consumer or purchaser and are remitted by the retailer to the Comptroller of Public Accounts of the State of Texas. The State then remits the City's portion of the collected amount to the City monthly. 21 "Article VII, Sec. 8. Delinquent tax suits. (a) All taxes due by property owners, as appear upon the tax rolls of the city, may be collected by suit from delinquent and foreclosure of the lien thereon may be had in any court having jurisdiction of the same, and any person who shall have purchased property encumbered with a lien for taxes or upon which taxes are due shall be deemed as to such taxes a delinquent taypayer who cannot interpose any defense except such as his vendor might have made but no personal judgment shall be rendered therefore against any subsequent purchaser. It shall be the duty of the city attorney to cause suit to be filed and prosecuted to judgment for the collection of all delinquent taxes exceeding twenty -five dollars ($25.00) within one year after they shall become delin- quent. The city council may authorize the prosecution of suit against delinquent taxpayers owing less than twenty-five dollars ($25.00). (b) Such suits shall be prosecuted in the manner provided by the general laws of Texas relative thereto and foreclosure and execution had• and redemption made in the manner prescribed and per - mitred by such laws applicable to municipal corporations." "Article VII, Sec. 9. Extensions and remissions. in no case shall any officer of the city remit, discount or compromise any tax legally due to the city, except by the city council on motion duly passed upon ad. vice in writing of the city attorney, authorizing same. The city council may be general ordinance appli- cable to all taxpayers extend the time when taxes shall become delinquent and provide for the remission of penalty and interest upon payment of delinquent taxes. The city council shall make provisions to bid in property at tax sales for taxes due it when there are no bidders offering more than the delinquent taxes• penalty, interest and costs. The council shall also require the city attorney to intervene in all suits filed for taxes upon property within the city in all instances when taxes are due the city thereon." Principal Ad Valorem, Taxpayers The following table lists the taxpayers with the twenty largest assessed valuations as of January 1, 1977. Name of Taxpayer Central Power & Light Co. Southwestern Bell Telephone Co. Exxon Corporation & Pipe Line Corpus Christi National Bank H. E. Butt Co. Corpus Christi Bank & Trust Atlantic Richfield & Arco Pipe Line Southwestern Refining Company Padre Staples Mall Citizens State Bank Willard H. Hammonds Cities Service Oil Company Celanese Corp. Wilson Building & Sam E. Wilson Estate Parkdale Plaza, Dollar Land Co. Sears Roebuck & Co. Guaranty Bank Plaza Sun Oil & Related Companies International Business Machines Texas & Arco Ltd, Source: Annual Financial Report for year ending July 31, 1977. 20 1977 Assessed Nature of Property V.1— Electric Utility $78,393,567 Telephone Utility 44,875,147 Oil, Gas, Pipelines & Plant 22,185,437 Bank 12,660,931 Grocery Supermarkets 9,960,356 Batik 7, 864,912 Oil, Gas & Pipelines 7,769,850 Oil Storage 6,234,043 Shopping Center 6,003,670 Bank 4,121,729 Commercial Property 3,847,843 Oil, Gas & Pipelines 3,484,090 Research Laboratory 3,240,742 Commercial Property & Office Bldg. 3,029,605 Shopping Center 2,968,297 Department Store 2,848,159 Bank 2,835,508 Oil, Gas & Pipelines 2,322,602 Business Machines & Office Bldg. 2,269,711 Office Building 2,157,018 Source: Annual Financial Report for year ending July 31, 1977. 20 (1) Decrease in percentage of current tax collections for 1971, 1972 and 1973 and total tax collections for tax years 1971 and 1972 was due to litigation with four oil companies over annexations of Bay Water Areas. Under court settlement the companies paid $366,708 in taxes plus penalties and interest for tax years 1971 and 1972 which is reflected in the 1973 total tax collections. Assessed valuations for 1971 and 1972 were adjusted accordingly. Ouataodiog Table II Delinquent Outstanding Taxes ae Tax Net Cu-t Current Tax Delinquent Tax Total Tax Delinquent Percent of Year Tax Levy Collecdons Collmdow Calleed- Taxes Current Levy 1971 (1) $11,187,204 $10,635,867 $289,950 $10,925,817 $1,601,886 14.3% 1972(l) 11,737,075 11.151,364 283.712 11,435,076 2,034,594 17.3% 1973 12,456,242 11,889,454 694,153 (1) 12,583,607 1,403,491 11.3% 1974 13,597,461 12,998,515 429,525 13,428,040 1,547,269 11.4% 1975 16,263,386 15,563,291 500,492 16,063,783 1,728,527 10.6% 1976 16,934,770 16.423,263 522,172 16,945,435 1,709,201 10.1% 1977 18,294,043 In Process of Collection (1) Decrease in delinquent tax collections for tax years 1971 and 1972 are due to litigation with four oil companies over annexations of Bay Water Areas. Assessed valuation and tax levies have been reduced by the amounts agreed on in settlement and dismissal of the annexation suit between City and com- panies as ordered by the Courts. Under Court settlement the companies paid $366,708 in taxes plus penalties and interest for tax years 1971 and 1972. The payment is recorded in collection of delin- quent taxes. Source: Annual Financial Report for the year ended July 31, 1977. Ad valorem tax becomes due October 1 and delinquent after January 31. No split payments or discounts are allowed. Taxes which are delinquent are subject to a penalty starting February at 1 %, increasing I% per month through June. In July the penalty jumps to 8% which is the maximum for a penalty. Interest is also charged on the gross amount of the tax only and starts in February at 1h of 1% per month. The procedure for collection of delinquent taxes is quoted from the City Charter: "Article VII, Sec. 2. Lien for taxes. All taxable property shall stand charged with a lien in favor of the city for all taxes levied against the owner thereof, superior to all mortgages and other liens or encumbrances and all persons purchasing such property shall take same subject to such lien. The tax collector and city attorney shall file a proper claim for any unpaid taxes in any probate, bankruptcy or other judicial proceedings administering the estate of the owner or any subsequent purchaser of property so subject to such lien. Delinquent taxes may be collected and the lien securing the same may be enforced in any court having jurisdiction." 19 Ad Valorem Tax Collection and Delinquencies The following Table I sets forth a comparison of the taxable assessed valuation, tax rate levy and percentage of taxes collected for the past six fiscal years. Table II sets forth a comparison of the tax levies and also indicates the amount of uncollected delinquent taxes. Table I Taxable Fi-1 Tax Ast sed Tax Tax % Tax C-allectiom Y- Year Year Valuation Rate Levy %Current %Total Ending 1971 $ 708,050,743 $1.58 $11,187,204 95.1 (1) 97.7 (1) 7.31.72 1972 742,851,958 1.58 11,737,075 95.0(l) 97.4(l) 7.31 -73 1973 788,369,291 1.58 12,476,242 95.4(l) 101.0 7 -31 -74 1974 860,598,305 1.58 13,597,461 95.6 98.8 7 -31 -75 1975 1,056,063,538 1.54 16,263,386 95.7 98.8 7.31 -76 1976 1,099,659,929 1.54 16,934,770 97.0 100.1 7.31 -77 1977 1,270,419,712 1.44 18,294,043 In Process of Collection 7.31 -78 (1) Decrease in percentage of current tax collections for 1971, 1972 and 1973 and total tax collections for tax years 1971 and 1972 was due to litigation with four oil companies over annexations of Bay Water Areas. Under court settlement the companies paid $366,708 in taxes plus penalties and interest for tax years 1971 and 1972 which is reflected in the 1973 total tax collections. Assessed valuations for 1971 and 1972 were adjusted accordingly. Ouataodiog Table II Delinquent Outstanding Taxes ae Tax Net Cu-t Current Tax Delinquent Tax Total Tax Delinquent Percent of Year Tax Levy Collecdons Collmdow Calleed- Taxes Current Levy 1971 (1) $11,187,204 $10,635,867 $289,950 $10,925,817 $1,601,886 14.3% 1972(l) 11,737,075 11.151,364 283.712 11,435,076 2,034,594 17.3% 1973 12,456,242 11,889,454 694,153 (1) 12,583,607 1,403,491 11.3% 1974 13,597,461 12,998,515 429,525 13,428,040 1,547,269 11.4% 1975 16,263,386 15,563,291 500,492 16,063,783 1,728,527 10.6% 1976 16,934,770 16.423,263 522,172 16,945,435 1,709,201 10.1% 1977 18,294,043 In Process of Collection (1) Decrease in delinquent tax collections for tax years 1971 and 1972 are due to litigation with four oil companies over annexations of Bay Water Areas. Assessed valuation and tax levies have been reduced by the amounts agreed on in settlement and dismissal of the annexation suit between City and com- panies as ordered by the Courts. Under Court settlement the companies paid $366,708 in taxes plus penalties and interest for tax years 1971 and 1972. The payment is recorded in collection of delin- quent taxes. Source: Annual Financial Report for the year ended July 31, 1977. Ad valorem tax becomes due October 1 and delinquent after January 31. No split payments or discounts are allowed. Taxes which are delinquent are subject to a penalty starting February at 1 %, increasing I% per month through June. In July the penalty jumps to 8% which is the maximum for a penalty. Interest is also charged on the gross amount of the tax only and starts in February at 1h of 1% per month. The procedure for collection of delinquent taxes is quoted from the City Charter: "Article VII, Sec. 2. Lien for taxes. All taxable property shall stand charged with a lien in favor of the city for all taxes levied against the owner thereof, superior to all mortgages and other liens or encumbrances and all persons purchasing such property shall take same subject to such lien. The tax collector and city attorney shall file a proper claim for any unpaid taxes in any probate, bankruptcy or other judicial proceedings administering the estate of the owner or any subsequent purchaser of property so subject to such lien. Delinquent taxes may be collected and the lien securing the same may be enforced in any court having jurisdiction." 19 (1) Assessed valuation and estimated market value of real property has been adjusted to reflect amounts agreed on in settlement and dismissal of annexation suit between City and four oil companies over annexation of Bay Water Areas. Under the settle ment, values were reduced and accordingly amounts were adjusted for 1971 and 1972. (2) Amounts shown are net taxable assessed values after deductions of residential homestead exemptions granted to persons 65 years of age and older and disabled veterans. Mobile homes, while classified as personal property may be residential homesteads. Purauant to provisions of the Texas Constitution the City may exempt an amount from the assessed valuation on the home steads of persom 65 years of age or older. The following table reflects the amounts the City granted for each tax year and the amount such exemptions reduced the taxable assessed valuations. Residential Homestead Exemptions Disabled Veterans Exemptions Year Number of Exemptions Value of Exemptions Average Value 1976 1,099 $2,184,241 $1,987.48 1977 1,217 2,348,918 1,990.09 Source: Annual Financial Report for the year ended July 31, 1977. The ad valorem tax rate is levied each year by the City Council through the adoption of a tax ordi- nance. If the City Council fails or neglects to pass a tax ordinance for any year, the tax ordinance last passed shall be considered in force and effect as the tax ordinance for the year which the City Council so failed to pass a tax ordinance, and the failure to pass such ordinance in any year shall in nowise invalidate the collection of the tax for that year. The following table indicates the tax rate distribution for the past five tax years and current tax year. Tax General Interest & Year Fund Sinking Fund Total 1972 Value Number of Value of Average Year Exempt Exemptions Exemptions Value 1979 $2,000 4,950 $13,952,525 $2,818.69 1974 4,000 5,527 21,016,609 3,802.54 1975 4,000 5,945 22,997,005 3,868.29 1976 4,000 6,926 29,977,173 9,790.26 1977 6,000 6,517 95,455,550 5,440.47 For the tax year 1976 under provisions of the Texas Constitution, the City must grant a minimum exemption of $1,500 and • maximum exemption of $5.000 of assessed value of residential homesteads of disabled veterans who Ole for the exemption based on • formula of the percent of disability claimed. Disabled Veterans Exemptions Year Number of Exemptions Value of Exemptions Average Value 1976 1,099 $2,184,241 $1,987.48 1977 1,217 2,348,918 1,990.09 Source: Annual Financial Report for the year ended July 31, 1977. The ad valorem tax rate is levied each year by the City Council through the adoption of a tax ordi- nance. If the City Council fails or neglects to pass a tax ordinance for any year, the tax ordinance last passed shall be considered in force and effect as the tax ordinance for the year which the City Council so failed to pass a tax ordinance, and the failure to pass such ordinance in any year shall in nowise invalidate the collection of the tax for that year. The following table indicates the tax rate distribution for the past five tax years and current tax year. Tax General Interest & Year Fund Sinking Fund Total 1972 80.95 $0.69 $1.58 1979 0.95 0.69 1.58 1974 0.95 0.69 1.58 1975 0.925 0.615 1.54 1976 0.925 0.615 1.54 1977 0.8619 0.5781 1.44 The maximum tax rate permitted by the Constitution of the State of Texas and the City Chatter is $2.50 per $100 of assessed valuation. Prior to 1970, the City Charter limited the tax rate for Interest and Sinking Fund purposes to $1.25 and for general governmental purposes to $1.25. The City's Charter was amended in 1970 and there is now no limitation within the $2.50 rate for Interest and Sinking Fund purposes. However, the City Council is restricted by Charter in calling an election for tax supported bonds unless the interest and principal requirements of existing and the proposed debt can be met from the estimated proceeds of a tax rate not in excess of $1.25 per $100.00 of assessed valuation. 18 REVENUES Major Source of Revenues The City's General Fund revenue sources include property taxes, a sales tax, franchise taxes, Federal revenue sharing funds, contributions from City -owned utilities, fines and penalties, license and permits, various service charges, and miscellaneous sources. The following tables reflect selected information of the City's general governmental revenues. Comparison of General Revenues by Source Licensee Charges Utility System Contribution General Fiscal Property Sel® Hotel Business And Municipal For Miscellaneous To General Fund Revenue Year Taxes Tax Tax To— Permits Ctmn Fin® Servie® Revenues Water G. Sharing 1972.79 $11,495,076 $4,062,785 $199,410 $1,019,209 $492,202 $657,455 $2,620,896 $2,909,509 5490,701 $781,215 $5,031,402 1973.74 12,583.607 4,552,413 227.288 1.127,974 353.807 684,627 2,727.107 2,659.353 267,245 818,458 3,918,471 1974.75 13,428,040 5,469,968 255,708 1.502,341 399,133 790,490 3,204,253 2,606.038 241,639 1.015.803 3,529,532 197576 16,063,789 6.002.747 319,695 1.408,058 398,603 938,762 5,421,545 3,026.339 279,769 1,400,714 3. 595,755 1976 -77 16,945,435 6,852,194 367,888 1.572,494 427,553 925,524 3,429,071 3,372,722 387,445 863,603 3.808.628 Ad Valorem Tax The ad valorem property tax constitutes the City's largest single source of revenue. Subject to certain exemptions, the property tax is imposed on real and personal property situated in the City. Property Valuation Procedure The City Tax Assessor and Collector is responsible for appraising all taxable property within the City as of January 1 of each year. Owners of taxable property may render their property for taxation to the City Tax Assessor and Collector between January 1 and April 30 of each year. Assessment rolls prepared by the City Tax Assessor and Collector are reviewed by the Board of Equalization which has the ultimate responsibility of equalizing the value of all comparable property in the City. A hearing is granted by the Board to any property owner who rendered his property to the City Tax Assessor and Collector and had the assessed valuation of his property increased by the Assessor. Decisions of the Board of Equalization shall be final but may be appealed through civil action by the property owner. Assessed Valuations and Tax Rate For taxation purposes, property is presently assessed at 60% of the theoretical full market value. In 1974 the City had a re- evaluation program which affected approximately one -fourth of the City. During 1975 a court order required the City to complete the re- evaluation program for the entire City resulting in a substantial increase in assessed valuation. All properties are evaluated each year. The following table sets forth a comparison of the total net taxable property as of January 1 of each year. REAL PROPERTY PERSONAL PROPERTY TOTAL Net Net Net Taxable Taxable Taxable p—, A--d Estimated Arse ed Estimated Assessed age of Estmated Year Value Market Value Value Market Value Value Increase Market Value 1971(1) $ 586.829,480 $ 978,049.153 $121.221,263 $202,035.438 $ 708,050343 15.3% $1,180.034,571 1972(1) 612.447,809 1, 020,746,338 130,404,155 217,340,258 742.851,958 4.9% 1,238.086,596 1973(2) 650,727,247 1,084.545.411 137,642,044 229. 403,406 788,369,291 6.1% 1,913,948.817 1974(2) 712,371.614 1,187,286,023 148,226,691 247,044,485 860.598.905 9.2% 1,434,990,508 1975(2) 900,360,474 1.500,600,790 155.709,064 259.505.106 1,056.069,538 22.7% 1,760.105,896 1976(2) 928,420,179 1,547,966,965 171,239,750 285,399,583 1,099.659,929 4.1% 1,892,766,548 1977(2) 1,078,744,699 1,797,907,832 191,675.013 319.458,555 1,270,419,712 15.5% 2,117,366,187 See footnotes m following page 17 5 Genera] AID Ambulance Marina Parking Data Processing Airport Airport Facilities Transit Tourist and Convention Water(1) Gas Wastewater Services Insuranm Revenue Sharing Debt Service General Obligation Junior Lien Wastewater Revenue Revolving Funds Maintenanm Services Stores Fund Total Less Balances Shown Twim Net Begtunrng Balance BUDGET SUMMARY 1977 -78 Beginning $81,961,870 Operating Capital 846.971 Unappropriated Revennes Total Expenditures Improvement Reserve Closing Balance Excluding Inter- Available and and Principal App- Balance (8 -1 -77) Inter -Fund Fund Resources Tranafers Retirement priation (741 -78) 8 1.154,719 426,077,659 8 6.768.999 $ 94,000,757 $39,066,099 $ 155.120 8 81.598 S 700,000 452,576 290,776 663,352 663.952 3,519 231,570 235,083 218,284 16,799 57,303 110.700 168,003 89,589 76,716 1,704 53.676 2,400 924,388 980,464 964.549 15,915 38.958 1,038,450 1,077,388 950,484 108,904 18,000 90,800 84.599 115,339 85,399 30,000 100,449 1.107.451 702.427 1,910,327 1.792,552 7,775 110,000 141,732 394,000 535,732 471,677 64.055 650,489 8,922,550 139,750 9,706,789 7,926,985 871,964 208,440 700,000 1,722,177 18,874,444 90,900 20,687,521 18,654,902 537,548 45,671 1,450,000 224.741 3.534.846 12,100 9,771,687 3,206.804 300,172 124.711 140,000 251,039 76,300 1,973,119 2,300,452 2,158.749 15,420 126,289 170,789 3.877,277 4,048.066 3,909.000 139,066 7,816,607 8,727,590 449,598 16,993.795 3,226,477 5.266,000 8,501,318 426.167 41,200 1,468,242 1,935,609 575,061 800,000 560,548 965,971 24,500 131,457 521,908 28.770 190,000 363,138 62,413 22.188 2,440,998 2,525,599 2,499,860 16,498 75,241 605,605 11,540 1,516,600 2,133,745 1.540.603 415 592.727 $13,877,142 $73,591,740 $16,842,734 $104,311,616 $81,961,870 $8,135.520 5846,971 113,967,255 (2) (2) $ 762.524 S 762.524 $15.114,618 Revenue Excluding Inter-Fund $75.591,740 Operating Expenditures Decrease in Fund Balances 509,887 Construction and Principal Retirement Total Appropriation $74,101,627 Reserve Appropriation Less Inter -fund Revenues Total Appropriation (1) Does not include Choke Canyon Construction Fund whose cash balance and interest earnings have been appropriated by the City Council for the purpose of constructing a new water supply facility. (2) $589,411 investment in Stores Fund. 584,289 in Maintenance Services, $60.000 in Insurance Fund, and $28,824 in the Transit Fund. • $12,604,731 $81,961,870 8,195,520 846.971 (16,842.734) $74,101,627 • Budgetary Procedures The State laws and the City Charter require the preparation and filing of an annual budget. The City Manager prepares and submits to the City Council for approval the Annual Budget of the estimated income and expenses for the coming year for all departments not later than the second regular meeting in June of every year. The Council must comply with State laws as to notice and hearings on the budget and at the conclusion of the hearings must meet and remain in session until the budget for the ensuing fiscal year has been adopted. If no budget has been adopted before the first regular meeting of the Council in August of each year, then the budget for the preceding fiscal year shall be deemed the budget for that fiscal year. Significant Accounting Policies The City maintains its accounting records in accordance with the principles and policies set forth by the National Committee on Governmental Accounting, as well as generally accepted accounting principles as promulgated by the American Institute of Certified Public Accountants. The accounting records are organized on the fund accounting concept. Each fund constitutes a separate entity, and has its own set of self- balancing accounts. Accordingly, amounts receivable from, or payable to, other funds are shown in the accounts of each fund and separately presented in the financial statements until liquidated by payment or authorized interfund transfer. The accounting records reflect compliance with legal provisions of the City Charter, ordinances and other controlling laws and operating and capital budgets. Budgets are used to gauge financial operations and legally restrict the level of expenditures. The accrual basis of accounting is used for Enterprise, Intragovernmental Service, and Capital Projects Funds. All other funds are accounted for under the modified accrual basis: i.e., expenditures are recorded on the accrual basis and revenues are recorded as received in cash. Fixed assets owned by the City, except those recorded in the intragovernmental service funds. utility and other enterprise funds, are accounted for in the General Fixed Assets groups of accounts at accumulated historical costs without addition for any value of assets acquired other than by purchase or construction. Fixed assets acquired by the City through contributions from land developers who are required by the City to construct streets and utility lines and to contribute park lands within the subdivi. sion being developed and from annexations of surrounding areas are not recorded in the accounting records. Fixed assets recorded in the intragovernmental service funds, utility, and other enterprise funds are recorded at cost and depreciated over the estimated useful lives of the assets. General obligations bonds and other forms of long -term debt supported by ad valorem taxes are accounted for in a self - balancing group of accounts entitled the General Long -Term Debt Group of Accounts. Revenue Bonds are accounted for in the respective enterprise fund, as they will be paid from those revenues. Lease- purchase contracts for major data processing equipment are contingent upon funds being appropriated in future fiscal periods for the lease payments. The City can stop payments at any time and surrender the property with no further liability on either side. Also, title to the property remains with the lessor until the final payment. As such, the City does not own the property and the property is not included as an asset, nor are the future installments included as liabilities. Inventories are recorded at the lower of cost or market with reductions made for permanent decreases in value due to obsolescence, damage, deterioration, etc. Inventory issues are expensed on the first-in, First -out and average cost bases. The nature of the inventory determines which cost method is used. 15 Certain Governmental Services Provided by the City Public Safety ... The City provides police protection, fire protection, building inspection, street lighting and traffic signals and civil defense. Law enforcement and civil defense is provided through the Police department which maintains over 129 vehicles. The City's Fire department operates 12 fire stations throughout the City and the A.I.D. Emergency Ambulance Service. The ambulance service is operated jointly by the City and Nueces County Hospital District. The City is responsible for the purchase, opera- tion, maintenance, equipping, housing and staffing of the ambulances and the communications sysem. The Nueces County Hospital District is responsible for paramedical training of personnel who operate the ambulances and the accounting for and the collection of all ambulance service fees. The City and the District divide any operating loss on a fifty -fifty basis. Public Services ... The City operates a waterworks, wastewater disposal, and gas systems. The City also provides garbage collection and disposal and maintenance of streets and storm drainage areas. Additional information concerning the City's water, wastewater disposal, and gas systems appear below under the captions "Waterworks System ", "Wastewater Disposal System", "Gas System ". Community Enrichment ..The City's main library and two branches are equipped with over 807,918 volumes. The City owns and maintains approximately 167 parks containing over 1,076 acres. The City also owns extensive recreational facilities including 81 playgrounds, a marina with 451 yacht basin slips, a municipal beach and fishing piers, two public golf courses (one municipally operated and one con- structed and operated under a 80 year lease expiring April 2, 1995), eight swimming pools, 81 tennis courts, several baseball and softball diamonds and other recreational centers. In addition the City owns an auditorium, a coliseum and exposition hall, Little Theatre, the Corpus Christi Museum and the Art Museum. A Community- Convention faciltiy is presently under construction. Airport and Transit System...The City owns the Corpus Christi International Airport situated on 1,790 acres. The revenues derived from the operation are not generally pledged to the payment of any bonded indebtedness. However, the City leases certain buildings and space occupied by the Federal Aviation Administration whose rental payments are pledged to the payment of $750,000 Tax and Revenue Certificates of Obligation issued heretofore by the City to expand the Airport Control Tower. Additional information concerning these certificates of obligation appear above under the caption "General Obligation Debt." The City's transit system provides passenger bus service between various areas within the City and out -of -town charter service originating in the City. Health... The City maintains preventive health services through health facilities within the Community. Although the City has outstanding five issues of general obligation bonds issued in part for hospital building purposes, the public hospitals located within the City are now owned and operated by the Nueces County Hospital District. When the Hospital District was created in 1967 and took over operation of the Hospital Facilities the District assumed that portion of the debt service on the bonds previously issued by the City for hospital buildings and pays these amounts to the City annually. Additional information concerning the amount of annual debt payments by the Hospital District appears above under the caption "Debt Service Requirements General Obligation Bonds." The City does not have the responsibility of maintaining hospitals, a school system, or a higher education system and does not expend any funds in providing welfare. CERTAIN ASPECTS OF THE CITY'S FINANCIAL PROCEDURES Audit and Financial Reporting The City Charter requires an annual audit to be made of the books of account, records and transac- tions of the City by a Certified Public Accountant. The fiscal year of the City begins the first day of Aug- ust of each year and ends with the thirty-first day of July of each year. The Municipal Finance Officers Association of the United States awarded the City its Certificate of Conformance for its annual financial report for 1957. In addition, the City has been awarded the Supplemental Certificate of Conformance for the 1970 and 1975 annual financial reports. The city has been advised its 1976 Annual Financial report continues to meet the reporting standards and the 1977 Annual Financial report has been submit- ted for review. 14 CITY OF CORPUS CHRISTI Population and Location: The City's population as reported by the 1970 Census was 204,525, making Corpus Christi the state's seventh largest city. According to City officials, the estimated 1977 population was 225,000. The geographic location of the City on the Gulf of Mexico and the International Coastal Waterway gives it one of the most strategic locations in the Southwest and has been important to its economic development. From its early days, Corpus Christi has been a focal point for the marketing, processing, packaging and distribution of agricultural commodities in a twelve- county trade area. Port of Corpus Christi opened the city to world commerce in 1926. Additional general information concerning the City's population and economy will be found under the caption "Economic and Demographic Characteristics ". Area and Topography The area of the City has increased through annexations as the City's population and industry grew. The City has had several annexations, which have been orderly, and now contains approximately 926 square miles which is broken down to approximately 105 square miles of land and 221 square miles of water. While the areas covered by water contain no population and do not require normal city services, it does produce considerable revenues from oil and gas properties located therein. The topography of Corpus Christi is generally flat with rich soils broken by numerous bays. The elevation ranges from sea level to thirty five feet. Form of Government and Administration The City was incorporated in 1852. It operated as a general law city until 1926 when a Home Rule Charter with a commission form of government was adopted. The Charter was amended in 1945 and the present Council - Manager form of government was adopted. The City Council consists of the Mayor and six Councilmen. These seven Officials are listed on the cover page of this document and are elected at large for two -year terms. The present terms of all elected Officials expires in April 1979. The City Manager is appointed by the City Council and is the chief administrative and executive officer. The Director of Finance is appointed by the City Manager and is charged with the administration of fiscal affairs. The Board of Equalization is appointed by the City Council and supervises the assessing of taxable property and fixing the assessed valuation. Valuation engineers are available to the Board. The City Council fixes the annual tax rate based on a budget prepared under the direction of the City Manager. The Assessor and Collector of Taxes is appointed by the City Manager and operates under the supervision of the Director of Finance. The Director of Public Utilities is appointed by the City Manager and is charged with the adminis- tration and coordination of the City's water, sewer and gas systems. The names of these appointed officials appear on the cover page of this document. The City has approximately 9,125 employees. The composition of the City employees as of July 1976 and July 1977 was as follows: July 1976 July 1977 Police Department ............................ 997 985 Fire Department .............................. 904 919 All other Departments ......................... 2,947 2,421 9,048 9,125 13 • C Summary Dear Statement The following table shows the amount of bonded indebtedness and estimated overlapping debt of the City as of July 31, 1977, as adjusted to give effect to the issuance of the Bonds. Pro Forma Bonded Indebtedness General Obligation Debt: General Obligation Bonds ........ ............................(1) $61,465,000 Tax Certificates of Obligation . ............................... 1,600,000 Tax and Revenue Certificates of Obligation ..................... 785,000 Assumed Waterworks System Bonds ........................... 150,000 THE BONDS .................. ............................(2) 11,000,000 $ 75,000,000 Revenue Debt: Junior Lien Waterworks System Revenue Bonds ................. 13,605,000 Sewer System Revenue Bonds .. ............................... 980,000 $ 14,585,000 Total Direct Bonded Indebtedness ................ ............................... $ 89,585,000 Estimated Overlapping Debt ..................... ............................... $ 29,556,747 Total Direct and Estimated Overlapping Bonded Indebtedness ....................... $119,141,747 (1) Does not include $717,110 bonds assumed by the Nueces County Hospital District. (2) Such amount was not outstanding on July 31, 1977 but is included for the purpose of giving effect to the issuance of the Bonds. Ratings Moody's Investors Service, Inc. and Standard and Poor's Corporation have given the Bonds the ratings of and respectively. An explanation of the significance of such ratings may be obtained from the agency furnishing the rating. The ratings reflect only the respective views of such organizations and the City makes no representation as to the appropriate- ness of the ratings. There is no assurance that such ratings will continue for any given period of time or that they will not be revised downward or withdrawn entirely by either or both of such rating agencies, if in the judgment of either or both agencies, circumstances so warrant. Any such downward revision or withdrawal of such ratings, or either of them, may have an adverse effect on the market price of the Bonds. 12 Interest and Sinking Fund Management $1,375,061 $158,569 1979 A 10 year record of the City's policy of maintaining substantial reserves for the next year's debt service requirement on the City's general obligation bonds is set out below: 155,369 1981 1,388,906 Principal Tax 1,385,137 Percent of Year And Interest Collections & I & SF Bal. at New Year's Ended Requirements Other Income End of Year Requirement 7 -31 -1968 $ 4,110,711 $3,900,791 $3,277,835 79.7% 7 -31 -1969 4,351,311 4,727,055 3,886,920 89.3% 7.31 -1970 5,014,579 4,662,483 4,130,742 82.4% 7 -31 -1971 5,192,664 5,734,398 14,850,561 93.4% 7.31 -1972 5,526,523 5,649,912 5,298,012 95.9% 7 -31 -1973 6,173,491 5,843,994 5,568,663 90.2% 7 -31 -1974 6,514,973 6,709,113 6,102,386 93.7% 7 -31 -1975 7,413,843 7,247,723 6,832,894 92.2% 7.31 -1976 7,605,893 7,814,050 7,224,144 95.0% 7 -31 -1977 8,319,377 8,293,645 7,905,397 95.0% Revenue Bond Obligations The table below shows the principal amount of the City's revenue bonds outstanding on July 31, 1977. Title of Bond Outstanding Junior Lien Waterworks System Revenue Bonds $13,605,000 Sewer System Revenue Bonds $ 980,000 The waterworks and wastewater disposal system are operated as separate utility systems, and the debt requirements are met from pledges of the revenue of each separate system. Debt Service Requirements Revenue Bonds Fiscal Year Ending 7 -31 Water Sewer. 1978 $1,375,061 $158,569 1979 1,381,476 154,506 1980 1,391,163 155,369 1981 1,388,906 156,075 1982 1,385,137 156,625 1983 1,379,856 152,100 1984 1,383,063 157.419 1985 1,384,326 1986 1,378,645 1987 1.381,236 1988 1,381,667 1989 1,379,938 1990 1,376,049 M • • Debt Service Requirements General Obligation Boards The following table sets forth the principal and interest requirements on the City's general obligation bonds including the effect of the issuance of the Bonds for the fiscal years ending July 31. The column, Total All Issues, includes a portion of principal and interest due to the City by the Nueces County Hospital District. These amounts are shown separately. In July 1967, the Hospital District was created and on January 1, 1968 took over the operation of the hospital facilities and assumed the payment of debt service on bonds previously issued by the City and by Nueces County for hospital building purposes. The Hospital District levies and collects ad valorem taxes and pays to the City the amounts required to pay debt service on the bonds issued by the city for hospital purposes. Fiscal Year Outstanding THE BONDS Total Hosp. Ending Prin. & Int. $11,000,000 Series 1978 All Dist. July 31 Requirements Principal Interest Total Issues Portion 1979 $ 8,156,292 $800,000 $550,000 $850,000 $9,006,292 3161,357 1980 7,788,187 300,000 535,000 835,000 8,623,187 158,842 1981 7,337,029 350,000 520,000 870,000 8,207,029 147,302 1982 6.963,285 400,000 502,500 902,500 7,865,785 114,160 1983 6.574,341 450,000 482,500 932,500 7,506,841 56.208 1984 6,229,246 500,000 460,000 960,000 7,189,246 26,912 1985 5,521,113 500,000 435,000 935,000 6,456,113 1986 4,767,410 500,000 410,000 910,000 5,677,410 1987 4,087,870 500,000 385,000 885,000 4,972,870 1988 3,805,237 550,000 360,000 910,000 4,715,237 1989 3,366,619 600,000 332.500 932,500 4,299,119 1990 3,085,269 600,000 302,500 902,500 3,987,769 1991 2,710,538 600,000 272,500 872,500 3,583,038 1992 2,549,625 600.000 242,500 842,500 3,392,125 1993 2,170,650 650,000 212,500 862,500 3,033,150 1994 1,676,325 700,000 180,000 880,000 2,556,325 1995 1,377,000 700,000 145,000 845,000 2,222,000 1996 915,000 700.000 110,000 810,000 1,725,000 1997 677,500 750,000 75,000 825,000 1,502.500 1998 750,000 37,500 787,500 787,500 For purpose of illustration interest on the Bonds calculated at 5 %. See page F -9 for summary of debt requirements setting out total principal and interest requirements for each year. 10 Debt Ratias The following table shows a comparison of the ratios of net general obligation debt, the estimated net overlapping debt and the combined net debts to the assessed value of taxable property and estimated population in the City for the past five fiscal years and after giving effect to the issuance of The Bonds. For the purpose of this table net direct debt consists of the City's general obligation bonds less the amounts considered self- supporting debt and applicable interest and sinking funds. The population estimates are by the City's Department of Planning and Urban Development. Debt Margin The following schedule is an approximate computation of the City's legal debt capability at July 31, 1977 after giving effect to the issuance of the Bonds: 1977 Total Taxable Assessed Valuation (60% of Actual) ............................ $1,270,419,712 Debt Limit - General Obligation Bonds (1) ......... ............................... 163,098,865 Total General Obligation Bonds Outstanding (Including The Bonds) ...... $75,000,000 Less: Interest & Sinking Fund ....... ............................... 7.905,397 Debt Applicable to Debt Limit ................... ............................. .. $ 67,094,603 Additional Legal Debt Capability ................. ............................... $ 96,004,262 (1) Assumption: A tax rate of $1.25 at 90% collection would produce debt service tax revenue of $14,222,221 which would service $163,098,865 bonds assuming a 6% interest rate and maturing serially over 20 years. 9 Adjusted to Reflect Fiscal Year Ended 7 -31 The Ronde 1977 1976 1975 1974 1973 Asse—d Valuation (60% of actual) $1.270,419.712 $1,099,659,929 $1.056,063,538 $860,598905 $788.369.291 $742,851,958 Population 225,000 225,000 222,500 220,000 215,000 211,000 Net Direct Debt $ 64,058.310 $ 53,058.310 $ 46,714.514 $ 44,591998 $ 43.315.855 $ 41.088,855 Ratio to Assessed Value 5.04% 4.82% 4.42% 5.18% 5.49% 5.53% Per Capita $285 $236 $210 $203 $201 $195 Net Overlapping Debt $ 29,556,747 3 29.452,197 S 52,916,025 $ 35,881,665 $ 38,027,841 $ 35,516,245 Ratio to Assessed Value 2.33% 2.68% 3.12% 4.17% 4.82% 4.51% Per Capita $131 $131 $148 $163 $177 $159 Net Direct and Overlapping Debt $ 93.615.057 8 82,510,507 S 79,630.539 $ 80,473,064 $ 81943,696 $ 74,604.443 Ratio to Assessed Value 7.37% 7.50% 7.54% 9.35% 1091% 10.04% Per Capita $416 $367 $358 $366 $378 $354 Sourm: Fiscal year figures from Annual Financial Report for the Year ended July 31, 1977. Debt Margin The following schedule is an approximate computation of the City's legal debt capability at July 31, 1977 after giving effect to the issuance of the Bonds: 1977 Total Taxable Assessed Valuation (60% of Actual) ............................ $1,270,419,712 Debt Limit - General Obligation Bonds (1) ......... ............................... 163,098,865 Total General Obligation Bonds Outstanding (Including The Bonds) ...... $75,000,000 Less: Interest & Sinking Fund ....... ............................... 7.905,397 Debt Applicable to Debt Limit ................... ............................. .. $ 67,094,603 Additional Legal Debt Capability ................. ............................... $ 96,004,262 (1) Assumption: A tax rate of $1.25 at 90% collection would produce debt service tax revenue of $14,222,221 which would service $163,098,865 bonds assuming a 6% interest rate and maturing serially over 20 years. 9 Estimated Overlapping Net Debt Expenditures of the various taxing bodies, such as school and special districts, within the territory of the City are paid out of ad valorem taxes levied by these taxing bodies on properties within the City. These political taxing bodies are independent of the city and may incur borrowings to finance their expenditures. The following table reflects the estimated share of overlapping net debt of these various taxing bodies. (2) Adjusted to include $750,000 Issue sold August 22, 1977. Source: Annual Financial Report for year ended July 31, 1977. Percent Overlapping Taxing Body Net Debt As of Overlapping Net Debt Calallen I.S.D. $ 2.353,402 7 -31 -77 74.65 $ 1,756.815 Corpus Christi LS.D. 19,244,235 7 -31 -77 85.96 16,542,344 Corpus Christi Jr. College Dist. 889,528 7 -31 -77 85.96 764,638 Flour Bluff LS.D. -0- 7 -31 -77 90.99 -0- Lower Nueces River Water Supply Dist.(]) 7,682,661 7 -31.77 88.10 -0- Nueces County 12,570,229 7 -31 -77 51.26 6,443.499 Nueces County Hospital Dist, 717,110 7 -31.77 51.26 367,591 Nueces County Navigation Dist. -0- 7 -31.77 51.49 -0- Nueces County Road Dist. No. 4 -0- 7 -31 -77 14.92 -0- Nueces County WC & ID No. 4 (2) 2,504,741 7 -31 -77 13.94 349,161 Port Aransas I.S.D 2,083,083 7 -31.77 1.39 28,955 Tuloso- Midway I.S.D. 3,200,514 7 -31 -77 37.09 1,185,150 West Oso I.S.D. 3,722,056 7 -31 -77 56.92 2,118,594 Total Overlapping Net Debt .............. ............................... $29,556,747 (1) The City and Lower Nueces River Water Supply District have entered into a contract under which the District will not levy ad valorem taxes and the City agreed to make supplement payments to the District based on operating cost and sinking fund requirements. Therefore, although the District has tax bonds outstanding, the District's net debt is considered to be self - supporting. See under caption, "Waterworks System" for additional information. (2) Adjusted to include $750,000 Issue sold August 22, 1977. Source: Annual Financial Report for year ended July 31, 1977. The maximum tax rate permitted by the Constitution of the State of Texas and the City Charter is $2.50 per $100 of assessed valuation. Prior to 1970 the City Charter limited the tax rate for Interest and Sinking Fund purposes to $1.25 and for general governmental purposes to $1.25. The City's Charter was amended in 1970, and there is now no limitation within the $2.50 rate for Interest and Sinking Fund purposes. However, the City Council is restricted by Charter in calling an election for tax supported bonds unless the interest and principal requirements of existing and the proposed debt can be met from the estimated proceeds of a tax rate not in excess of $1.25 per $100.00 of assessed valuation. General Obligation Debt The direct bonded debt of the City which is payable out of the ad valorem tax receipts consists of the City's general obligation bonds, assumed bonds of water districts, tax certificates of obligation, and combi- nation tax and revenue certificates of obligation. The table below shows the amount of direct tax supported debt of the City which was outstand- ing on July 51, 1977 and the amounts deducted as self- supporting debt and applicable interest and sink- ing funds relating to such debt. It is adjusted to reflect issuance of the Bonds. General Improvement Bonds ....................... ............................... $ 61,465,000 Tax Certificates of Obligation ...................... ............................... 1,600,000 Tax & Revenue Certificates of Obligation ............ ............................... 785,000 Assumed Water District Bonds ...................... ............................... 150,000 Total Indebtedness Payable From Taxes ..... ............................... $ 64,000,000 Less: Applicable Interest & Sinking Funds .............................. $7,689,580(1) Self- Supporting Debt: Hospital Bonds .............................. $ 717,110(2) Certificates of Obligation ..................... 2,885,000(5) Assumed Water Bonds ....................... 150,000(4) $5,252,110 $ 10,941,690 Net Indebtedness Payable From Taxes (As of July 31, 1977) ............. ............................... $ 55,058,510 THE BONDS .................................... ............................... $ 11,000.000 Net Indebtedness Payable From Taxes ........... ............................... $64,058,510 (1) The total Interest and Sinking Fund is $7,905,597. After deducting $215,817 of the fund which applies to self - supporting tax debt, the applicable Interest and Sinking Fund is $7,689.580. (2) The Nueces County Hospital District has assumed $717,110 of general obligation bonds previously issued by the City for hospital purposes. (5) All certificates of obligation are considered to be self- supporting. Debt service on the $1,600,000 Tax Certificates of Obligation for the purchase of a natural gas system are paid from gas system revenues. Debt service on $700,000 Combination Tax and Revenue Certificates of Obligation for the Airport are paid from gross revenues of a lease contract with the Federal Aviation Agency and $85,000 for the Marina to be paid from gross revenues of the Marina. (4) Net revenues of the water system adequately covets all revenue debt service as well as debt service on the $150,000 assumed water district bonds. (1) Voted and to be issued as Certificates of Obligation ANTICIPATED ISSUANCE OF ADDITIONAL GENERAL IMPROVEMENT BONDS The $32,925,000 of Bonds authorized on November 8, 1977 are expected to generate $29,490,000 in Federal -State assistance and the total construction program of $62,415,000 is projected over the next three years. The issuance and sale of the remaining authorized but unissued Bonds is anticipated over this period, but the City will not offer for sale any General Improvement Bonds within ninety days of this sale. DEBT P¢ywn¢nt Record The City of Corpus Christi has not defaulted in the payment of the principal of, or interest on, its debt obligations within the last twenty five years nor has the City issued any refunding securities for the purpose of preventing a default in principal of, or interest on, its debt obligations within this period. Authority for Issuonce of Debt; Limitations The City is authorized to issue ad valorem tax supported general obligation bonds to finance capital improvements. A majority vote of the qualified voters is ordinarily required to authorize the issuance of ad valorem tax supported bonds. The City is also empowered to issue tax certificates of obligation for the purpose of paying any contractual obligation incurred in the construction of public work or the purchase of land, materials and other supplies or services for the City's needs. Such certificates of obligation may be refunded by tax supported general obligation bonds. In addition the City may issue certificates of obligation with a pledge of both tax and revenues derived from the operation of the facility to be acquired provided the City otherwise has the right to pledge the revenues involved. The issuance of certificates of obligation does not require voter approval except under certain circumstances. The City has outstanding one issue of tax certificates of obligation and two issues of combination tax and revenue certificates of obligation. The City is also authorized to issue revenue bonds for certain purposes. The authorized purposes include the financing of the water system, the wastewater disposal system, gas system, transportation system, civic center, airport and parks. The revenue bond indebtedness is not considered in determining the legal debt margin on ad valorem tax supported general obligation bonds. AUTHORIZED BUT UNISSUED GENERAL IMPROVEMENT BONDS The following table indicates the amount of authorized but unissued tax supported debt after We of the Bonds: Amount Date Amount Previously The Unissued Voted Pur Authorized Issued Bonds Bonds 6 -26 -76 Convention Facilities $14,400,000 $8,000,000 $ 6,000,000 $ 400,000 11.8 -77 Sanitary Sewers 11,710,000 -0- 2,550,000 9,180,000 11.8.77 Airport 825,000 -0- 500,000 525,000 11.8 -77 Transit 100,000 -0- -0- 100,000 11 -8 -77 Parks and Recreation 4,510,000 -0- 550,000 5,760,000 11.8.77 Public Buildings - 1,690,000 -0- 300,000 1,590,000 11.8 -77 Public Safety Buildings 915,000 -0- 150,000 765,000 11.8 -77(1) Public Safety Equipment 950,000 -0- -0- 950,000 11.8 -77 Storm Sewer 3,000,000 -0- 285,000 2,715,000 11.8 -77 Streets 9,425,000 -0- 885,000 8,540,000 $47,325,000 $8,000,000 $11,000,000 $28,325,000 (1) Voted and to be issued as Certificates of Obligation ANTICIPATED ISSUANCE OF ADDITIONAL GENERAL IMPROVEMENT BONDS The $32,925,000 of Bonds authorized on November 8, 1977 are expected to generate $29,490,000 in Federal -State assistance and the total construction program of $62,415,000 is projected over the next three years. The issuance and sale of the remaining authorized but unissued Bonds is anticipated over this period, but the City will not offer for sale any General Improvement Bonds within ninety days of this sale. DEBT P¢ywn¢nt Record The City of Corpus Christi has not defaulted in the payment of the principal of, or interest on, its debt obligations within the last twenty five years nor has the City issued any refunding securities for the purpose of preventing a default in principal of, or interest on, its debt obligations within this period. Authority for Issuonce of Debt; Limitations The City is authorized to issue ad valorem tax supported general obligation bonds to finance capital improvements. A majority vote of the qualified voters is ordinarily required to authorize the issuance of ad valorem tax supported bonds. The City is also empowered to issue tax certificates of obligation for the purpose of paying any contractual obligation incurred in the construction of public work or the purchase of land, materials and other supplies or services for the City's needs. Such certificates of obligation may be refunded by tax supported general obligation bonds. In addition the City may issue certificates of obligation with a pledge of both tax and revenues derived from the operation of the facility to be acquired provided the City otherwise has the right to pledge the revenues involved. The issuance of certificates of obligation does not require voter approval except under certain circumstances. The City has outstanding one issue of tax certificates of obligation and two issues of combination tax and revenue certificates of obligation. The City is also authorized to issue revenue bonds for certain purposes. The authorized purposes include the financing of the water system, the wastewater disposal system, gas system, transportation system, civic center, airport and parks. The revenue bond indebtedness is not considered in determining the legal debt margin on ad valorem tax supported general obligation bonds. Bondkolders' Remedies: The Ordinance does not specifically provide any remedies that would be available to a Bondholder if the City defaults in the payment of the principal or interest on the Bonds or for the appointment of a Trustee to protect and enforce the interests of the Bondholders upon the occurrence of such a default. If a holder of a Bond does not receive payment of principal or interest when due, the holder could seek to obtain a writ of mandamus from a court of competent jurisdiction requiring the City to observe the covenants contained in the Ordinance or could presumably recover a judgment against the City. The enforcement of a claim for the payment of a Bond would also be subject to the applicable provisions of the Federal bankruptcy laws. Legal Investments In Texas The Bonds are legal investments for all banks, trust companies, building and loan associations, savings and loan associations, insurance companies, fiduciaries, trustees, and guardians, and for all interest and sinking funds and other public funds of the State of Texas and all agencies, subdivisions, and instrumentalities of the State of Texas, including all counties, cities, towns, villages, school districts, and all other kinds of public agencies. The Bonds are also eligible security for all deposits of public funds of the State of Texas and all agencies, subdivisions, and instrumentalities of it, including all counties, cities, towns, and other kinds of districts, public agencies, and bodies politic, to the extent of the market value of the Bonds, when accompanied by any unmatured interest coupons appurtenant thereto, No review has been made of the laws of states other than Texas to determine whether the Bonds are legal investments for various institutions in those states, USE OF BOND PROCEEDS The proceeds from the sale of the Bonds will be used for the following purposes: $ 6,000,000 Community - Convention Facility 2,580,000 Sanitary Sewers 900,000 Airport 550,000 Parks and Recreation 900,000 Public Buildings 150,000 Public Safety Facilities 285,000 Storm Sewer 885,000 Street Improvements $11,000,000 Total In the issuance of the Bonds, special consideration has been given to the estimated useful life of the construction, improvements and extensions being made as related to the maturity schedule of the Bonds being issued for those purposes. • $11,000,000 CITY OF CORPUS CHRISTI, TEXAS GENERAL IMPROVEMENT BONDS, Series 1978 INTRODUCTION This Official Statement of the City of Corpus Christi, Texas (the "City" or "Corpus Christi ") is provided to furnish information in connection with the sale of the City's General Improvement Bonds, Series 1978 (the "Bonds "), in the aggregate principal amount of $11,000,000. THE BONDS Purpose and Authorization The Bonds are to be issued pursuant to an Ordinance (the "Ordinance ") adopted by the City Council of Corpus Christi. $6,000,000 of the Bonds constitute the second installment of a total authorization of $14,400,000 of general improvement bonds of the City authorized by an election held within the City on June 26, 1976 for the purpose of constructing a Communky-Convention Facility. $5,000,000 of the Bonds constitute the first installment of a total authorization of $52,925,000 of general 'improvement bonds authorized at an election held November 8, 1977. The November election contained nine various improvement propositions, Sanitary Sewers, Airport, Transit, Park and Recreation, Public Buildings, Public Safety Buildings, Public Safety Equipment, Storm Sewers and Streets. See captions, "Use of Bond Proceeds" and "Authorized But Unissued General Improvement Bonds" for more complete details. Form of Bonds The Bonds will be issued in the form of coupon bonds in the denomination of $5,000. The Bonds and coupons appertaining thereto will not contain any provision for registration, either as to principal only or as to principal and interest. Interest, Maturities and Places of Payment The Bonds are to be dated February 15, 1978, and will bear interest from that date at the rates specified on the cover or first page of this Official Statement. Interest on the Bonds will be payable on August 15, 1978, and thereafter semiannually on February 15 and August 15 of each year. The bonds will mature in amounts and on dates (February 15 of each year) set forth on the cover or first page of this Official Statement. The principal of, and interest on, the Bonds will be payable at Corpus Christi National Bank, Corpus Christi, Texas, or, at the option of the holder, at Chase Manhattan Bank, New York, New York, or Harris Trust and Savings Bank, Chicago, Illinois. Security for the Bonds In the Ordinance, the City levies, and covenants that it will collect, an ad valorem tax, within the limits prescribed by law, against all taxable property of the City sufficient to meet the debt service requirements on the Bonds. The Constitution of the State of Texas and the Charter of the City provides that the ad valorem taxes levied by the City for general purposes and for the purpose of paying the principal and interest on the City's indebtedness shall not exceed $2.50 for each one hundred dollars of assessed valuation of taxable property. There is no limitation within the $2.50 rate for interest and sinking fund purposes. However, the City Council is restricted by the Charter in calling an election for tax supported Bonds unless the interest and principal requirements of existing and the proposed debt can be met from the estimated proceeds of a tax rate not in excess of $1.25 per one hundred dollars of assessed valuation of taxable property. OFFICIAL STATEMENT SUMMARY The following material is qualifted in its entirety by the detailed information and financial statements appearing in this Official Statem-ent. The Offering The Issuer ...................... The City of Corpus Christi, Texas. Issue and Date ................... $11,000,000 General Improvement Bonds, Series 1978. The Bonds are dated February 15, 1978. Use of Proceeds .................. The construction of convention facilities and various general improvement projects. Amounts and Maturities .......... The Bonds will mature on February 15 in amounts of $500,000 in 1979 and 1980, $850,000 in 1981, $400,000 in 1982, $450,000 in 1988, $500,000 in 1984 through 1987, $550,000 in 1988, $600,000 in 1989 through 1992, $650,000 in 1999, $700,000 in 1994 through 1996, $750,000 in 1997 and 1998. Interest Payment Dates ........... Each February 15 and August 15 beginning August 15, 1978. Optional Provisions ............... In inverse numerical order on February 15, 1988 and /or any interest payment date thereafter at par and accrued interest to the date fixed for redemption plus a premium of 2y2%, such premium to be reduced t/4 of 1% on February 15 of each year thereafter. Security for Payment ............. Principal and interest on the Bonds will be payable out of receipts from an ad valorem tax levied on all taxable property within the City, within the limits prescribed by law. SELECTED FINANCIAL AND TAX DATA January 1, 1977 Estimated Market Value of All Taxable Property .............................. $2,117,566,187 January 1, 1977 Total Taxable Assessed Valuation (60% of Actual ) ............................. 1,270,419,712 Total General Obligation Debt (Including the Bonds) ......... ............................... 75,000,000 Less: Self Supporting Debt ..................... ............................... $5.252,110 Applicable Interest & Sinking Fund ......... ............................... 7,689,580 10,941,690 NETDEBT ............................................. ............................... $ 64.058.310 Ratio Net Debt to Estimated Market Value .................. ............................... 3.03% Ratio Net Debt to Taxable Assessed Valuation ............... ............................... 5.04% Net Debt Per Capita (1977 Estimate- 225, 000) ............... ............................. .. $284.70 Average Current Tax Collections Past Five Years ............. ............................... 95.7% Average Total Tax Collections Past Five Yeats ............... ............................... 99.2% Debt figures as of July 31, 1977 and adjusted to include these $11,000,000 Bonds • • This Official Statement does not constitute an offer to sell, or solicitation of an offer to buy, any of the Bonds to any person in any jurisdiction in which such offer or solicitation is unlawful. The information contained herein has been obtained from sources believed to be reliable, but no guarantee is made as to the accuracy or completeness of such information. Information concerning initial offering prices or yields has been furnished by the initial purchasers of the Bonds. No person is authorized to give any information or to make any representations with respect to this offering not contained in this Official Statement and, if given or made, such information or representations must not be relied upon as having been authorized by the City. The delivery of this Official Statement at any time does not imply that the information herein is correct as of any time subsequent to its date. TABLE OF CONTENTS Page Official Statement Summary ............................ ............................... 3 Introduct ion.......................................... ............................... 4 TheBonds ........................................... ............................... 4 Use of Bond Proceeds .................................. ............................... 5 Authorized But Unissued General Obligation Bonds ........ ............................... 6 Anticipated Issuance of Additional General Obligation Bonds ............................... 6 Debt................................................ ............................... 6 Payment Record .................................. ............................... 6 Authority for Issuance of Debt; Limitations ............ ............................... 6 General Obligation Debt ........................... ............................... 7 Estimated Overlapping Net Debt .................... ............................... 8 DebtRatios ...................................... ............................... 9 DebtMargin ...................................... ............................... 9 Debt Service Requirements General Obligation Bonds ... ............................... 10 Interest and Sinking Fund Management ............... ............................... 11 Revenue Bond Obligations .......................... ............................... 11 Debt Service Requirements Revenue Bonds ............ ............................... 11 Summary Debt Statement ........................... ............................... 12 Ratings.......................................... ............................... 12 City of Corpus Christi .................................. ............................... 13 Certain Aspects of the City's Financial Procedures .......... ............................... 14 BudgetSummary 1977.1978 ............................ ............................... 16 Revenues............................................. ............................... 17 Expenditures for Selected Funct ions ...................... ............................... 22 Waterworks System .................................... ............................... 23 Wastewater Disposal Syst em ............................. ............................... 24 GasSystem ........................................... ............................... 24 Comparative Utility Systems Operating Statement .......... ............................... 25 UtilityConnect ions .................................... ............................... 25 International Airport .................................. ............................... 25 TransitSystem ........................................ ............................... 25 Annexation Program ................................... ............................... 26 Legislation and Litigation .............................. ............................... 27 Economic and Demographic Characteristics ............... ............................... 28 LegalOpinions ..................................... ............................... 39 Financial Consultant s .................................. ............................... 39 Successful Bidder ...................................... ............................... 39 Independent Audit s .................................... ............................... 39 City's Annual Financial Reports ......................... ............................... 39 FinancialStatements .................................................................. F -1.8 Summary Debt Service Requirements General Obligation Bonds .............................. F•9 OFFICIAL STATEMENT DATED JANUARY 18, 1978 Interest Fsempt, in the Opinion of Bond Counsel, from Present Federal Income Taxes Under Fiisting Statutes, Regulations, Ruhngs and Court Decisions. NEW ISSUE Ratings: Moody's: Standard & Poors: $11,000,000 CITY OF CORPUS CHRISTI, TEXAS GENERAL IMPROVEMENT BONDS, Series 1978 Dated: February 15, 1978 Denomination: $5,000 Principal and semi - annual interest (February 15 and August 15) payable at Corpus Christi National Bank, Corpus Christi, Texas or at the option of the holder, at Chase Manhattan Bank, New York, New York, or Harris Trust & Savings Bank, Chicago, Illinois. The Bonds constitute direct and voted general obligations of the City of Corpus Christi, Texas and are payable from ad valorem taxes levied against all taxable property located therein, within the limits prescribed by law. MATURITY SCHEDULE (February 15) Amount Rate Maturity Yield Amount Rate Maturity Yield $800,000 1979 $600,000 1989 800,000 1980 600,000 1990 850,000 1981 600,000 1991 400,000 1982 600,000 1992 450,000 1985 650,000 1998 500,000 1984 700,000 1994 500,000 1985 700,000 1995 500,000 1986 700,000 1996 500,000 1987 750,000 1997 550,000 1988 750,000 1998 Optional Provision: Bonds maturing on and after February 15, 1989 shall become optional for redemption in their inverse numerical order on February 15, 1988 and /or any interest payment date thereafter at par and accrued interest to the date fixed for redemption plus a premium of 2y2 %, such premium to be reduced K of 1 %v on February 15 of each year thereafter. Legality: Attorney General of the State of Texas, and Messrs. McCall, Parkhurst & Horton, Attorneys, Dallas, Texas. (Opinion printed on the Bonds, see Legal Opinions.) Delivery: Anticipated on or about March 17, 1978 Ratings - Rating applications have been made to Moody's Investors Service and Standard & Poor's Corporation. The outcome of their determinations will be provided as soon as possible. The outstanding General Improvement Ronda of the City are rated "An" by Moody's and "AA" by Standard & Foot's. �J Place and Time of Sale ... The City Council of the City of Corpus Christi, Texas, will receive sealed bids at the City Council Chambers, City Hall, 802 Shoreline Drive, until 11 A.M. on Wednesday, February 15, 1978, for the bonds more completely described in the "Official Statement" which is a part hereof. Address of Bids ... All bids should be plainly marked "Bid for Bonds" and addressed to the Mayor and City Council, City of Corpus Christi, Texas. All bids must be submitted on the Official Bid Form, without interlineation or alteration. Two copies of the bid form are enclosed. Interest Rate ... Bids must be for all or none of the bonds. Bidders shall specify the interest rate or rates the bonds are to bear. Not more than five (5) different rates of interest nor more than four (4) rate changes will be acceptable and such rates shall be in multiples of 1/8 and /or 1 /20th of 1% with no greater difference than 2% between the lowest and highest rates named. Only one rate shall be used for bonds maturing in any one year and only one coupon will be attached to each bond for each installment of interest thereon. Bids providing for supplemental coupons will not be considered. No bid of less than par and accrued interest will be considered. Basis for Award ... The net interest cost of each bid will be computed by determining, at the coupon rate or rates specified, the total dollar value of all interest on the bonds from their date to the respective maturity dates and deducting therefrom the premium bid, if any. The bonds will be awarded to the bidder whose bid, on the above computation, produces the lowest interest cost to the issuer. In the event of an error in computing the interest cost, the coupon rates specified on the Official Bid Form will be considered as the correct bid. The City Council of the City of Corpus Christi, Texas, reserves the right to reject any or all bids, and to waive any irregularities, except time of filing. Good Faith Deposit ... A Good Faith Deposit shall be required in the amount of $220,000 and shall be in the form of a Cashier's Check payable to the City of Corpus Christi. The Good Faith Deposit shall be retained uncashed by the City and applied on the purchase price of the bonds, or returned to the successful bidder upon payment for the bonds, whichever he desires. If the successful bidder shall fail or neglect to complete the purchase of the bonds in accordance with the terms of his bid, the Good Faith Deposit will be cashed and the proceeds retained by the City as complete and full liquidated damages. No interest will be allowed on the Good Faith Deposit, The above mentioned Cashier's Check may accompany the "Official Bid Form" or it may be submitted separately. If submitted separately, it shall be made available to the City prior to the opening of the bids and shall be accompanied by instructions by the bank on which drawn and which authorized its use as a Good Faith Deposit by the successful bidder who shall be named in such instructions. Checks of unsuccessful bidders will be returned upon award of bonds. Legal Opinions ... The bonds are offered when, as and if issued, subject to the unqualified legal opinion of the Attorney General of the State of Texas and Messrs. McCall, Parkhurst & Horton, Dallas, Texas (see Legal Opinions in Official Statement); the opinion of said firm will be printed on the bonds. Printed Bonds ... The City will furnish bonds of $5.000 denomination printed on standard lithographed forms. It is anticipated that CUSIP identification numbers will be printed on the bonds, but neither the failure to print such numbers on any bonds, nor any error with respect thereof, shall constitute cause for a failure or refusal by the purchaser thereto to accept delivery of and pay for the bonds in accordance with the terms of the purchase contract. All expenses in relation to the printing of CUSIP numbers on the bonds shall be paid by the issuer; however, the CUSIP Service Bureau charge for the assignment of said numbers shall be the responsibility of and shall be paid by the purchaser. No-Litigation Certificate... The City will execute and deliver to the Purchaser a certificate that no litigation of any nature has been filed or is then pending to restrain or enjoin the issuance and delivery of the Bonds or the coupons appertaining thereto, or which would affect the provisions made for their payment or security, or in any manner questioning the validity of the Bonds or coupons. Delivery... The bonds will be delivered without cost to the purchaser at any bank in Austin, Texas or the successful purchaser may elect to accept delivery at any bank located in a Federal Reserve City and at the expense of the purchaser. It is anticipated that delivery can be made on or about March 17, 1978. City's Financial Consultants will give the purchaser at least five business days advance notice of the date on which anticipated delivery can be made. Purchaser agrees to make payment for the bonds in immediately available funds. If for any reason the City is unable to make delivery on or before April 15, 1978, then the successful bidder may accept delivery thereafter at his option for an additional thirty days. Any such request shall be in writing and sent by registered mail to the City Manager. Official Statement... Upon award of the bonds, the initial purchaser may arrange for the amendment and completion of the cover or first page in accordance with the terms of the sale and subsequently may use the Official Statement in presentation of the bonds to prospective purchasers. Information with respect to interest rates and other matters relating to the re- offering for sale of the bonds are the responsibility of the successful bidder and such information is not provided herein. Certification as to Official Statement... At the time of payment for and delivery of the bonds, the City will furnish the successful bidder a certificate, signed by the City Manager, and Director of Finance, acting in their official capacity, to the effect that the "Official Statement' has been authorized and approved by the City Council, and to the best of their knowledge and belief, and after reasonable investigation: (a) neither the "Official Statement' nor any amendment or supplement thereto contains any untrue statement of a material fact necessary to make the statements therein, in light of the circumstances in which they were made, not misleading; (b) since the date of the "Official Statement' no event has occurred which should have been set forth in an amendment or supplement to the "Official Statement" which has not been set forth in such amendment or supplement: (c) nor has there been any material adverse change in the operation or financial affairs of the City since the date of such "Official Statement ". The Official Statement, Official Notice of Sale and Official Bid Form will be approved as to form and content and the use thereof in the offering of the bonds will be authorized, ratified and approved by the City Council on the date of sale, and the purchaser will be furnished, at the time of payment for and delivery of the bonds, a certified copy of such approval, duly executed by the proper officers. Additional Copies of Statement, Notice and Bid Form... Additional copies of the Official Statement and Official Bid Form, as available over and above the normal mailing, may be obtained at the office of M. E. Allison & Co., Inc. Investment Bankers, National Bank of Commerce Building, San Antonio, Texas 78205, Financial Consultants to the City. The City will furnish to the successful purchaser fifty copies of the Official Statement. If the purchaser requires more than fifty copies. he will have to arrange at his own expense to have the Official Statement reproduced. Attest: Bill G. Read. City Secretary January 18, 1978 R. MARVIN TOWNSEND City Manager • t • This Official Notice of Sale does not alone constitute an offer to sell but is merely notice of sale of the bonds described herein. The offer to sell such bonds is being made by means of this Official Notice of Sale, the Official Bid Form and the Official Statement. OFFICIAL NOTICE OF SALE ed�it�.a�•�u.�. � � '±T.. �,{� ice. J + ay $11,000,000 CITY OF CORPUS CHRISTI TEXAS GENERAL IMPROVEMENT BONDS, Series 1978 Receiving Bids Wednesday, February 15, 1978 until 11:00 A.M. CST • ADOPTED AND APPROVED this the i;Mdn of February, 1978. Mayor City o Corp isti ATTEST: Cit Secretary City of Corpus Christi The foregoing resolution was approved prior to adoption as to form and correctness this the � day of February, 1978. ty Attorney City of Corpus isti TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas Corpus Christi, Texas o?� ay of . 19Z For the reasons set forth in the emergency clause of the foregoing ordinance, a public emergency and imperative necessity exist for the suspension of the Charter rule or requirement that no ordinance or resolution shall be passed finally on the date it is introduced, and that such ordinance or resolution shall be read at three meetings of the City Council; I, therefore. request that you suspend said Charter rule or requirement and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, MA R THE CITY 0 CORPUS TEXAS The Charter Rule was suspended by the following vote: Gabe Lozano, Sr. AIL Bob Gulley ei David Diaz Ruth Gill Joe Holt Edward L. Samplee/ The above ordinance was passed by the following vote: Gabe Lozano, Sr. Bob Gulley David Diaz lei Ruth Gill Cum/ Joe Holt V 2i Edward L. Sample 141A5 STATE OF TEXAS )X CORPUS CHRISTI NATIONAL BANK: COUNTY OF NUECES V I, Gabe Lozano, Sr., do hereby swear that the signature below is my usual signature. GABE: L07A S BEFORE ME, the undersigned authority, on this day personally appeared Gabe Lozano, Sr., and who after being duly sworn by me deposes and states that the foregoing facts are true and correct. SWORN TO AND SUBSCRIBED before me, this Z?,b(d ay 1978. N NOTARY PUBL in and for Nueces County, Texas BEFORE ME, the undersigned authority, on this day personally appeared Gabe Lozano, Sr., and who after being duly sworn by me deposes and states that the foregoing facts are true and correct. SWORN TO AND SUBSCRIBED before me, this7day of A, -, 1978. BI L READ, City Secretary City of Corpus Christi, Texas