HomeMy WebLinkAbout2010-011 Piper Jaffray Bond Purchase Quint&Thimmig LLP 05/28/10
06/12/10
FINAL O8/11/10
$16,010,000
ATASCADERO PUBLIC FINANCING AUTHORITY
Lease Revenue Bonds,2010 Series A
BOND PURCHASE AGREEMENT
August 11, 2010
Atascadero Public Financing Authority
6907 El Camino Real
Atascadero,California 93422
City of Atascadero
6907 El Camino Real
Atascadero,California 93422
Ladies and Gentlemen:
Piper Jaffray & Co (the "Underwriter") hereby offers to enter into this bond purchase
agreement (the "Bond Purchase Agreement") with the Atascadero Public Financing Authority
(the "Authority") and the City of Atascadero (the "City") Upon the acceptance hereof by the
Authority and the City, this offer will be binding upon the Authority, the City and the
Underwriter This offer is made subject to (a) the written acceptance hereof by the Authority
and the City and (b) withdrawal by the Underwriter upon written notice (by telecopy or
otherwise) delivered to the Authority and the City at any time prior to each of their acceptance
hereof by the Authority and the City
1 Purchase and Sale. Upon the terms and conditions and upon the basis of the
representations, warranties and agreements set forth herein, the Underwriter hereby agrees to
purchase on the Closing Date (as defined herein), and the Authority and the City hereby agree
to sell and deliver to the Underwriter on the Closing Date, $16,010,000 aggregate principal
amount of Atascadero Public Financing Authority Lease Revenue Bonds, 2010 Series A (the
"Bonds) The Bonds are being issued pursuant to Article 4,Chapter 5,Division 7,Title 1 of the
California Government Code (the "Marks-Roos Act"), a resolution of the Authority
authorizing the issuance of the Bonds, adopted on July 27, 2010 (the Authority Resolution"),
and an Indenture, dated as of September 1, 2010 (the "Indenture"), by and between the
Authority and The Bank of New York Mellon Trust Company, N.A ,as trustee(the"Trustee")
The City will lease certain real property and all buildings and other improvements installed
thereon (collectively, the "Property") to the Authority pursuant to a Site and Facility Lease,
dated as of September 1, 2010 (the "Site and Facility Lease") The Property will be leased by
the Authority to the City pursuant to the Lease Agreement,dated as of September 1, 2010 (the
Lease Agreement"), by and between the Authority and the City All capitalized terms not
defined herein shall have the respective meaning specified in Section 101 of the Indenture.
01034.01
Under the Lease Agreement, the City is required to make Lease Payments and
Additional Payments from legally available funds in amounts calculated to be sufficient to
pay principal of and interest on the Bonds when due. All of the Authority's right, title and
interest in and to the Lease Agreement (except for the right to receive Additional Payments to
the extent payable to the Authority and certain rights to indemnification), including the right to
receive Lease Payments under the Lease Agreement, are assigned to the Trustee for the benefit
of the Owners of the Bonds
The Bonds are being issued to (a) finance improvements to the City's historic city hall
and the acquisition and development of other capital improvements throughout the
geographic boundaries of the City, (c) fund a reserve fund for the Bonds, and (d) pay costs of
issuance of the Bonds.
The aggregate purchase price to be paid by the Underwriter for the Bonds is hereby
agreed to be $15,940,183.60, which amount represents the principal amount of the Bonds of
$16,010,000 00, less $160,100.00, representing the Underwriter's discount, plus $90,283 60,
representing net original issue premium (such payment and delivery of the Bonds and the
other actions contemplated hereby to take place at the time of such payment and delivery
being herein sometimes called the"Closing")
A Preliminary Official Statement of the City and the Authority, dated July 28, 2010
(together with the Appendices thereto, any documents incorporated therein by reference and
any supplements or amendments thereto and as disseminated in its printed physical form or
in electronic form in all respects materially consistent with such physical form, the
"Preliminary Official Statement"), has been prepared for use in marketing the Bonds, and a
final Official Statement of the Authority, to be dated the date hereof, as amended to conform
to the terms of this Bond Purchase Agreement, and with such changes and amendments as are
mutually agreed to by the Authority, the City and the Underwriter, including the cover page,
inside cover page, the appendices and all information incorporated therein by reference, is
herein collectively referred to as the Official Statement, which shall be in substantially the
form of the Preliminary Official Statement, with such changes and amendments thereto as
may be mutually agreed upon by the Underwriter, the Authority and the City
The Bonds shall be dated their date of delivery, and shall have the maturities, bear
interest at the rates, have reoffering yields, and be subject to mandatory sinking fund
redemption as shown on Exhibit A hereto.
It shall be a condition to the Authority's obligation to sell and to deliver the Bonds to
the Underwriter and to the obligation of the Underwriter to purchase, to accept delivery of and
to pay for the Bonds that the entire $16,010,000 aggregate principal amount of the Bonds as
authorized by the Indenture shall be sold and delivered by the Authority and accepted and
paid for by the Underwriter at the Closing. The Underwriter may change the offering prices (or
yields) of the Bonds from time to time at any time. The Bonds may be offered and sold to
certain dealers at prices lower than such initial public offering prices The obligation of the
Authority to sell and deliver the Bonds to the Underwriter shall also be conditioned upon the
delivery by Quint & Thimmig LLP, Bond Counsel ("Bond Counsel"), of its approving legal
opinion with respect to the Bonds
The Authority and the City hereby authorize the Underwriter to use and distribute the
Lease Agreement, the Site and Facility Lease, the Indenture and the Official Statement and the
information contained in such documents in connection with the public offering and sale of the
Bonds. The Authority and the City have authorized the use of the Preliminary Official
Statement in connection with the public offering of the Bonds by the Underwriter prior to the
date hereof
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The obligation of the City to make Lease Payments under the Lease Agreement does
not constitute an obligation of the City for which the City is obligated to levy or pledge any
form of taxation or for which the City has levied or pledged any form of taxation. Neither the
Bonds nor the obligation of the City to make Lease Payments under the Lease Agreement
constitutes a debt of the Authority, the City, the State of California or any of its political
subdivisions within the meaning of any constitutional or statutory debt limitation or
restriction. The obligation of the City to make Lease Payments, as set forth in the Lease
Agreement, shall be deemed to be and shall be construed to be a ministerial duty imposed by
law and it shall be the ministerial duty of each and every public official of the City to take such
actions and do such things as are required by law in the performance of such duty, subject to
abatement in the event of damage or destruction to, or condemnation of, the Property or a
portion thereof
2 The Bonds The Bonds will be issued, executed and delivered pursuant to the
Indenture. The Authority will assign its interest in the Lease Agreement and the Site and
Facility Lease to the Trustee pursuant to the Indenture. The City Council of the City has
adopted a resolution on July 27, 2010, relating to the Bonds (the "City Resolution") This Bond
Purchase Agreement, the Lease Agreement, the Site and Facility Lease and the Continuing
Disclosure Certificate (as hereinafter defined), are collectively referred to as the "City
Documents." This Bond Purchase Agreement, the Indenture, the Lease Agreement and the Site
and Facility Lease are collectively referred to as the"Authority Documents."
3 Official Statement Continuing Disclosure.
(a) The Authority and the City represent that they have deemed the Preliminary Official
Statement to be final as of its date, except for either revisions or additions to the offering
price(s), interest rate(s), yield(s) to maturity, selling compensation, aggregate principal
amount, principal amount per maturity, delivery date, rating(s) and other terms of the Bonds
which depend upon the foregoing as provided in and pursuant to Rule 15c2-12 of the
Securities and Exchange Commission under the Securities Exchange Act of 1934, as amended
(the"Rule")
(b) The Underwriter agrees that, prior to the time the final Official Statement is
available, the Underwriter will send to any potential purchaser of the Bonds, upon the request
of such potential purchaser, a copy of the most recent Preliminary Official Statement. Such
Preliminary Official Statement shall be sent by first class mail(or other equally prompt means)
not later than the second business day following the date upon which each such request is
received.
(c) The Authority agrees to deliver to the Underwriter, at such addresses as the
Underwriter shall specify, as many copies of the final Official Statement relating to the Bonds
as the Underwriter shall reasonably request as necessary to comply with paragraph (b)(4) of
the Rule and with Rule G32, Rule G-36 and all other applicable rules of the Municipal
Securities Rulemaking Board. The Authority agrees to deliver such Official Statements within
seven business days after the execution hereof The Underwriter agrees to give notice to the
Authority on the date after which the Underwriter shall no longer be obligated to deliver
Official Statements pursuant to paragraph (b)(4) of the Rule, which date shall be no earlier
than 25 days after the "end of the underwriting period," as determined in accordance with
Section 13 herein.
(d) Prior to the earlier of(i) receipt of notice from the Underwriter that no participating
underwriter, as such term is defined in the Rule, remains obligated to deliver Official
Statements pursuant to paragraph (b)(4) of the Rule or (ii) 25 days after the date of the
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Closing(as defined below),the Authority and the City shall provide the Underwriter with such
information regarding the Authority and the City,each of their current financial conditions and
ongoing operations as the Underwriter may reasonably request.
(e) The City hereby covenants and agrees that it will, on or prior to the Closing Date,
enter into an agreement or contract for the benefit of the owners of the Bonds in which the City
will undertake to provide financial information, operating data and notices of material events
as required by paragraph(d)(2)(ii) of the Rule substantially in the form of Appendix D to the
Official Statement(the"Continuing Disclosure Certificate")
4. Representations. Warranties and Agreements of the C�tv The City represents,
warrants and agrees as follows.
(a) The City is a municipal corporation and general law city duly organized and validly
existing under its charter and the Constitution and laws of the State of California
(b) The City has full legal right, power and authority (i) to enter into, execute and
deliver the City Documents, and (ii) to cavy out and consummate the transactions on its part
contemplated by the City Documents and the Official Statement.
(c) By all necessary official action, the City has duly authorized and approved the City
Documents, has duly authorized and approved the Preliminary Official Statement and the
Official Statement and approved the distribution thereof (including in electronic form) has
duly authorized and approved the execution and delivery of, and the performance by the City
of the obligations in connection with the execution and delivery of the Bonds on its part
contained in the City Documents, and the consummation by it of all other transactions
contemplated by the City Documents in connection with the execution and delivery of the
Bonds, all pursuant to the City Resolution adopted at a meeting duly called and held in
accordance with the requirements of all applicable laws and at which a quorum of the
members of the City Council was continuously present. The City Resolution has not been
modified,amended or rescinded since the date of its adoption.
(d) The City is not in any material respect in breach of or default under any applicable
constitutional provision, law or administrative regulation of the State of California or of the
United States, or any agency or instrumentality of either,or any applicable judgment or decree,
or any loan agreement, indenture, bond, note, resolution, agreement (including, without
limitation, the City Documents) or other instrument to which the City is a party which breach
or default has or may have an adverse effect on the ability of the City to perform its
obligations under the City Documents, and no event has occurred and is continuing which with
the passage of time or the giving of notice, or both,would constitute such a default or event of
default under any such instrument, and the execution and delivery of the Bonds and the City
Documents, and compliance with the provisions on the City's part contained therein, will not
conflict in any material way with or constitute a material breach of or a material default under
any constitutional provision,law, administrative regulation,judgment, decree, loan agreement,
indenture, bond, note, resolution, agreement or other instrument to which the City is a party
nor will any such execution, delivery, adoption or compliance result in the creation or
imposition of any lien, charge or other security interest or encumbrance of any nature
whatsoever upon any of the property or assets of the City or under the terns of any such law,
regulation or instrument,except as provided by the Bonds and the City Documents
(e) All authorizations, approvals, licenses, permits, consents and orders of any
governmental authority, legislative body, board, agency or commission having jurisdiction of
the matter which are required for the due authorization by, or which would constitute a
condition precedent to or the absence of which would materially adversely affect the due
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performance by, the City of its obligations in connection with the execution and delivery of the
Bonds under the City Documents or the consummation by it of all other transactions
contemplated by the City Documents have been duly obtained, except for such approvals,
consents and orders as may be required under the Blue Sky or securities laws of any state in
connection with the offering and sale of the Bonds, except as described in or contemplated by
the Official Statement, all authorizations, approvals, licenses, permits, consents and orders of
any governmental authority, board, agency or commission having jurisdiction of the matter
which are required for the due authorization by, or which would constitute a condition
precedent to or the absence of which would materially adversely affect the due performance
by,the City of its obligations under the City Documents have been duly obtained
(f) There is no action, suit,proceeding, inquiry or investigation,notice of which has been
duly served on the City, at law or in equity before or by any court, government agency, public
board or body, pending or to the best knowledge of the officer of the City executing this Bond
Purchase Agreement,threatened against the City, affecting the existence of the City or the titles
of its officers to their respective offices, or affecting or seeking to prohibit, restrain or ejoin the
sale,execution or delivery of the Bonds pursuant to the Indenture, or contesting or affecting as
to the City the validity or enforceability of the Bonds or the City Documents, or contesting the
completeness or accuracy of the Preliminary Official Statement or the Official Statement, or
contesting the powers of the City to cause the execution and delivery of the Bonds, or the
execution and delivery or adoption by the City of the City Documents, or in any way
contesting or challenging the consummation of the transactions contemplated hereby or
thereby; nor, to the best knowledge of the City, is there any basis for any such action, suit,
proceeding, inquiry or investigation, wherein an unfavorable decision, ruling or finding would
materially adversely affect the validity of the Bonds or the authorization,execution, delivery or
performance by the City of the City Documents
(g) The City will furnish such information, execute such instruments and take such
other action in cooperation with the Underwriter as the Underwriter may reasonably request in
order(i) to qualify the Bonds for offer and sale under the Blue Sky or other securities laws and
regulations of such states and other jurisdictions of the United States as the Underwriter may
designate and (ii) to determine the eligibility of the Bonds for investment under the laws of
such states and other jurisdictions, and will use its best efforts to continue such qualifications
in effect so long as required for the distribution of the Bonds, provided, however, that the City
shall not be required to execute a general or special consent to service of process or qualify to
do business in connection with any such qualification or determination in any jurisdiction, and
the Underwriter shall bear all costs in connection with the foregoing
(h) As of the date thereof, the Preliminary Official Statement did not, except for the
omission of certain information permitted to be omitted in accordance with the Rule, contain
any untrue statement of a material fact or omit to state a material fact necessary to make the
statements therein, in the light of the circumstances under which they were made, not
misleading.
(i) At the time of the City's acceptance hereof, and (unless an event occurs of the nature
described in paragraph (k) of this Section 4) at all times subsequent thereto up to and
including the Closing Date, the Official Statement (other than information therein provided by
the Underwriter) did not and will not contain any untrue statement of a material fact or omit
to state a material fact necessary to make the statements therein, in the light of the
circumstances under which they were made,not misleading.
(j) If the Official Statement is supplemented or amended pursuant to paragraph(k) of
this Section 4, at the time of each supplement or amendment thereto and (unless subsequently
again supplemented or amended pursuant to such paragraph) at all times subsequent thereto
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up to and including the Closing Date, the Official Statement (other than information therein
provided by the Underwriter) as so supplemented or amended will not contain any untrue
statement of a material fact or omit to state a material fact necessary to make the statements
therein,in the light of the circumstances under which they were made,not misleading.
(k) If between the date of this Bond Purchase Agreement and that date which is 25
days after the end of the underwriting period (as determined in accordance with Section 13
hereof) any event of which the officer of the City executing this Bond Purchase Agreement has
knowledge shall occur affecting the City which might adversely affect the marketability of the
Bonds or the market prices thereof, or which might cause the Official Statement, as then
supplemented or amended, to contain any untrue statement of a material fact or to omit to
state a material fact necessary to make the statements therein, in the light of the circumstances
under which they were made,not misleading, the City shall notify the Underwriter thereof, and
if in the opinion of the Underwriter such event requires the preparation and publication of a
supplement or amendment to the Official Statement, the City will at its expense prepare and
furnish to the Underwriter a reasonable number of copies of such supplement to, or
amendment of,the Official Statement in a form and in a manner approved by the Underwriter
(1) Any certificate signed by any officer of the City and delivered to the Underwriter
pursuant to the City Documents or any document contemplated thereby or required for the
valid execution and delivery of the Bonds shall be deemed a representation and warranty by
the City to the Underwriter as to the statements made therein.
(m) The City will cause the proceeds from the sale of the Bonds to be paid to the
Trustee for the purposes specified in the Indenture and the Official Statement So long as any
of the Bonds are outstanding and except as may be authorized by the Indenture, the City will
not issue or sell, or cause to be issued or sold, any Bonds or other obligations, other than the
Bonds delivered thereunder, the interest on and premium, if any, or principal of which will be
payable from Lease Payments
(n) The City shall honor all other covenants on its part contained in the Lease
Agreement which are incorporated herein and made a part of this Bond Purchase Agreement.
5 Representations, Warranties and Agreements of the Authority The Authority
represents,warrants and agrees as follows
(a) The Authority is a joint exercise of powers entity duly organized and validly
existing under the laws of the State of California pursuant to a Joint Exercise of Powers
Agreement between the City and the Atascadero Community Development Agency dated
November 9,2004 (the"JPA Agreement")
(b) The Authority has full legal right, power and authority (i) to enter into,execute and
deliver the Authority Documents and to sell and deliver the Bonds to the Underwriter as
provided herein, and (ii) to carry out and consummate the transactions on its part
contemplated by the Authority Documents and the Official Statement
(c) By all necessary official action,the Authority has duly authorized and approved the
issuance of the Bonds and the Authority Documents, has duly authorized and approved the
Preliminary Official Statement and the Official Statement and approved the distribution
thereof (including in electronic form), has duly authorized and approved the execution and
delivery of, and the performance by the Authority of the obligations in connection with the
execution and delivery of the Bonds on its part contained in the Bonds and the Authority
Documents, and the consummation by it of all other transactions contemplated by the
Authority Documents in connection with the execution and delivery of the Bonds, all pursuant
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to the Authority Resolution adopted at a meeting duly called and held in accordance with the
requirements of all applicable laws and at which a quorum of the board members of the
Authority was continuously present. The Authority Resolution has not been modified,
amended or rescinded since the date of its adoption and each Authority Document is the valid
and binding obligation of the Authority
(d) The Authority is not in any material respect in breach of or default under any
applicable constitutional provision, law or administrative regulation of the State of California
or of the United States, or any agency or instrumentality of either, or any applicable judgment
or decree, or the JPA Agreement, or any loan agreement, indenture, bond, note, resolution,
agreement (including, without limitation, the Authority Documents) or other instrument to
which the Authority is a party which breach or default has or may have an adverse effect on
the ability of the Authority to perform its obligations under the Bonds or the Authority
Documents, and no event has occurred and is continuing which with the passage of time or the
giving of notice, or both, would constitute such a default or event of default under any such
instrument; and the execution and delivery of the Bonds and the Authority Documents, and
compliance with the provisions on the Authority's part contained therein, will not conflict in
any material way with or constitute a material breach of or a material default under any
constitutional provision, law, administrative regulation, judgment, decree, loan agreement,
indenture, Bond, note, resolution, agreement or other instrument to which the Authority is a
party nor will any such execution, delivery, adoption or compliance result in the creation or
imposition of any lien, charge or other security interest or encumbrance of any nature
whatsoever upon any of the property or assets of the Authority or under the terms of any such
law,regulation or instrument,except as provided by the Bonds and the Authority Documents.
(e) All authorizations, approvals, licenses, permits, consents and orders of any
governmental authority, legislative body, board, agency or commission having jurisdiction of
the matter which are required for the due authorization by, or which would constitute a
condition precedent to or the absence of which would materially adversely affect the due
performance by, the Authority of its obligations in connection with the execution and delivery
of the Bonds under the Authority Documents or the consummation by it of all other
transactions contemplated by the Authority Documents, including all filings with the
California Secretary of State, have been duly obtained,except for such approvals, consents and
orders as may be required under the Blue Sky or securities laws of any state in connection with
the offering and sale of the Bonds, except as described in or contemplated by the Official
Statement, all authorizations, approvals, licenses, permits, consents and orders of any
governmental authority, board, agency or commission having jurisdiction of the matter which
are required for the due authorization by, or which would constitute a condition precedent to
or the absence of which would materially adversely affect the due performance by, the
Authority of its obligations under the Bonds and the Authority Documents have been duly
obtained.
(f) The Bonds, when executed, issued, authenticated and delivered in accordance with
the Indenture, and sold to the Underwriter as provided herein, will be validly executed and
outstanding obligations,entitled to the benefits of the Indenture, and upon such execution and
delivery, the Indenture will provide, for the benefit of the Owners from time to time of the
Bonds,the legally valid and binding security interest it purports to create.
(g) There is no action, suit, proceeding, inquiry or investigation, notice of which has
been duly served on the Authority, at law or in equity before or by any court, government
agency, public board or body, pending or to the best knowledge of the officer of the Authority
executing this Bond Purchase Agreement, threatened against the Authority, affecting the
existence of the Authority or the titles of its officers to their respective offices, or affecting or
seeking to prohibit, restrain or enjoin the sale, issuance, execution or delivery of the Bonds
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pursuant to the Indenture, or contesting or affecting as to the Authority the validity or
enforceability of the Bonds or the Authority Documents, or contesting the completeness or
accuracy of the Preliminary Official Statement or the Official Statement, or contesting the
powers of the Authority to cause the execution and delivery of the Bonds, or the execution and
delivery or adoption by the Authority of the Authority Documents, or in any way contesting or
challenging the consummation of the transactions contemplated hereby or thereby; nor, to the
best knowledge of the Authority, is there any basis for any such action, suit, proceeding,
inquiry or investigation, wherein an unfavorable decision, ruling or finding would materially
adversely affect the validity of the Bonds or the authorization, execution, delivery or
performance by the Authority of the Bonds or the Authority Documents
(h) The Authority will furnish such information, execute such instruments and take
such other action in cooperation with the Underwriter as the Underwriter may reasonably
request in order(i)to qualify the Bonds for offer and sale under the Blue Sky or other securities
laws and regulations of such states and other jurisdictions of the United States as the
Underwriter may designate and (ii) to determine the eligibility of the Bonds for investment
under the laws of such states and other jurisdictions, and will use its best efforts to continue
such qualifications in effect so long as required for the distribution of the Bonds, provided,
however, that the Authority shall not be required to execute a general or special consent to
service of process or qualify to do business in connection with any such qualification or
determination in any jurisdiction, and the Underwriter shall bear all costs in connection with
the foregoing.
(i) As of the date thereof, the Preliminary Official Statement did not, except for the
omission of certain information permitted to be omitted in accordance with the Rule, contain
any untrue statement of a material fact or omit to state a material fact necessary to make the
statements therein, in the light of the circumstances under which they were made, not
misleading.
(j) At the time of the Authority's acceptance hereof, and (unless an event occurs of the
nature described in paragraph(1) of this Section 5) at all times subsequent thereto up to and
including the Closing Date, the Official Statement (other than information therein provided by
the Underwriter) did not and will not contain any untrue statement of a material fact or omit
to state a material fact necessary to make the statements therein, in the light of the
circumstances under which they were made,not misleading.
(k) If the Official Statement is supplemented or amended pursuant to paragraph(1) of
this Section 5, at the time of each supplement or amendment thereto and (unless subsequently
again supplemented or amended pursuant to such paragraph) at all times subsequent thereto
up to and including the Closing Date, the Official Statement (other than information therein
provided by the Underwriter) as so supplemented or amended will not contain any untrue
statement of a material fact or omit to state a material fact necessary to make the statements
therein,in the light of the circumstances under which they were made, not misleading.
(1) If between the date of this Bond Purchase Agreement and that date which is 25 days
after the end of the underwriting period (as determined in accordance with Section 13 hereof)
any event of which the officer of the Authority executing this Bond Purchase Agreement has
knowledge shall occur affecting the Authority which might adversely affect the marketability
of the Bonds or the market prices thereof, or which might cause the Official Statement, as then
supplemented or amended, to contain any untrue statement of a material fact or to omit to
state a material fact necessary to make the statements therein,in the light of the circumstances
under which they were made, not misleading, the Authority shall notify the Underwriter
thereof, and if in the opinion of the Underwriter such event requires the preparation and
publication of a supplement or amendment to the Official Statement, the Authority will at its
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expense prepare and furnish to the Underwriter a reasonable number of copies of such
supplement to, or amendment of, the Official Statement in a form and in a manner approved
by the Underwriter
(m) Any certificate signed by any officer of the Authority and delivered to the
Underwriter pursuant to the Authority Documents or any document contemplated thereby or
required for the valid execution and delivery of the Bonds shall be deemed a representation
and warranty by the Authority to the Underwriter as to the statements made therein.
(n) The Authority will cause the proceeds from the sale of the Bonds to be paid to the
Trustee for the purposes specified in the Indenture and the Official Statement. So long as any
of the Bonds are outstanding and except as may be authorized by the Indenture,the Authority
will not issue or sell any Bonds or other obligations, other than the Bonds delivered thereunder,
the interest on and premium,if any,or principal of which will be payable from the Revenues.
(o) The Authority shall honor all other covenants on its part contained in the Indenture
and the Lease Agreement which are incorporated herein and made a part of this Bond
Purchase Agreement.
6 Closin . At 8.00 A.M , California time, on September 1, 2010, or on such other date
time, as may be mutually agreed upon by the Authority, the City and the Underwriter (the
"Closing Date"), the Authority will, subject to the terms and conditions hereof, deliver to the
Underwriter, at the offices of The Depository Trust Company ("DTC"), in New York, New
York, or at such other place as the Authority, the City and the Underwriter may mutually
agree upon, the Bonds in definitive, fully registered form (one Bond for each maturity), duly
executed and registered in the name of Cede & Co. as nominee of DTC, and, subject to the
terms and conditions hereof, the Underwriter shall wire to the Trustee Federal Reserve Bank
Funds in the amount of the purchase price of the Bonds.
7 Closing Conditions The Underwriter has entered into this Bond Purchase Agreement
in reliance upon the representations and warranties of the Authority and the City contained
herein, and in reliance upon the representations and warranties to be contained in the
documents and instruments to be delivered at the Closing and upon the performance by the
Authority and the City of its obligations hereunder, both as of the date hereof and as of the
Closing Date. Accordingly, the Underwriter's obligations under this Bond Purchase Agreement
to purchase, to accept delivery of and to pay for the Bonds shall be conditioned upon the
performance by the Authority and the City of their respective obligations to be performed
hereunder and under such documents and instruments at or prior to the Closing Date,shall be
subject, at the option of the Underwriter, to the accuracy in all material respects of the
statements the officers and other officials of the Authority and of the City, as the Underwriter,
authorized representatives of Bond Counsel, the Trustee, and the City Attorney made in any
certification or other documents furnished pursuant to the provisions hereof, and shall also be
subject to the following additional conditions
(a) The respective representations and warranties of the Authority and the City
contained herein shall be true, complete and correct on the date hereof and on and as of the
Closing Date,as if made on the Closing Date;
(b) At the time of Closing, the City Documents and the Authority Documents shall be
in full force and effect in accordance with their terms and shall not have been amended,
modified or supplemented and the Official Statement shall not have been supplemented or
amended,except in any such case as may have been agreed to by the Underwriter;
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(c) All necessary official action of the Authority, the City and of the other parties
thereto relating to the City Documents and the Authority Documents shall have been taken
and shall be in full force and effect and shall not have been amended, modified or
supplemented in any material respect;
(d) Subsequent to the date hereof, there shall not have occurred any change in or
affecting particularly the Authority, the City or the Bonds, as the foregoing is described in the
Official Statement, which in the reasonable opinion of the Underwriter materially impairs the
investment quality of the Bonds,and
(e) At or prior to the Closing Date,the Underwriter shall have received copies of each of
the following documents
(i) The Official Statement and each supplement or amendment, if any, thereto,
executed by authorized officers of the Authority and the City,
(ii) A copy of the Indenture,executed by the parties thereto;
(iii) A copy of the Lease Agreement,executed by the parties thereto,
(iv) A copy of the Site and Facility Lease,executed by the parties thereto,
(v) A copy of the Continuing Disclosure Certificate,executed by the City;
(vi) A certified copy of the JPA Agreement,
(vii) A certificate or certificates of the City, dated the Closing Date, to the effect
that:
(A) the representations and warranties of the City contained herein are
true and correct in all material respects on and as of the Closing Date as if made
on the Closing Date and the City has complied with all of the terms and
conditions of this Purchase Agreement required to be complied with by the City
at or prior to the Closing Date;
(B) none of the proceedings or authority for (1) the authorization, sale,
execution and delivery of the Bonds, (2) the adoption of the City Resolution, or
(3) the execution and delivery of the City Documents and performance of its
obligations thereunder, has been repealed, modified, amended, revoked or
rescinded,
(C) subsequent to June 30, 2009, and prior to Closing, there have been no
material adverse changes in the financial position of the City;
(D) no event affecting the City has occurred since the date of the Official
Statement that should be disclosed in the Official Statement for the purposes
for which it is to be used or which it is necessary to disclose therein in order to
make the statements and information therein not misleading in any material
respect;
(E) the information and statements contained in the Official Statement
(other than information relating to The Depository Trust Company and its
book-entry system) do not contain an untrue statement of a material fact
required to be stated therein or necessary to make such statements therein, in the
10-
light of the circumstances under which they were made, not misleading in any
material respect;
(F) to the best of its knowledge after reasonable investigation, the City is
not in breach of or default under any applicable law or administrative
regulation of the State of California or the United States or any applicable
judgment or decree or any loan agreement, indenture, bond, note, resolution,
agreement (including but not limited to the Lease Agreement) or other
instrument to which the City is a party or is otherwise subject, which would
have a material adverse impact on the City's ability to perform its obligations
under the City Documents, and no event has occurred and is continuing which,
with the passage of time or the giving of notice, or both, would constitute a
default or an event of default under any such instrument; and
(G) No consent is required for the inclusion of the City's 2008-09 audited
financial statements in the Official Statement.
(viii) A certificate or certificates of the Authority, dated the Closing Date, to the
effect that:
(A) the representations and warranties of the Authority contained herein
are true and correct in all material respects on and as of the Closing Date as if
made on the Closing Date and the Authority has complied with all of the terms
and conditions of this Purchase Agreement required to be complied with by the
Authority at or prior to Closing Date;
(B) none of the proceedings or authority for (1) the authorization, sale,
execution and delivery of the Bonds, (2) the adoption of the Authority
Resolution, or (3) the execution and delivery of the Authority Documents, has
been repealed, modified, amended,revoked or rescinded,
(C) no event affecting the Authority has occurred since the date of the
Official Statement that should be disclosed in the Official Statement for the
purposes for which it is to be used or which it is necessary to disclose therein in
order to make the statements and information therein not misleading in any
material respect; and
(D) the information and statements contained in the Official Statement
(other than information relating to the Underwriter and The Depository Trust
Company and its book-entry system) do not contain an untrue statement of a
material fact required to be stated therein or necessary to make such statements
therein, in the light of the circumstances under which they were made, not
misleading in any material respect, and to the best of its knowledge after
reasonable investigation, the Authority is not in breach of or default under any
applicable law or administrative regulation of the State of California or the
United States or any applicable judgment or decree or any loan agreement,
indenture, bond, note, resolution, agreement or other instrument to which the
Authority is a party or is otherwise subject, which would have a material
adverse impact on the Authority's ability to perform its obligations under the
Authority Documents, and no event has occurred and is continuing which, with
the passage of time or the giving of notice, or both, would constitute a default
or an event of default under any such instrument,
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(ix) An opinion or opinions, dated the Closing Date and addressed to the
Underwriter and the Trustee, of Burke, Williams and Sorensen, counsel for the City, to
the effect that:
(A) The City is a municipal corporation and general law city duly
organized and validly existing under the Constitution and laws of the State of
California,
(B) The City Documents have been duly approved by a resolution of the
City adopted at a meeting duly called and held in accordance with the
requirements of all applicable laws, with all public notice required by law, and
at which a quorum of the members of the City Council was continuously
present and such resolution has not been modified, amended or rescinded since
the date of its adoption,
(C) Except as described in the Official Statement, there is no litigation,
inquiry, or investigation pending or to the best of such counsel's knowledge after
due inquiry, threatened, which: (1) challenges the right or title of any member or
officer of the City to hold his or her office or exercise or perform the powers and
duties pertaining thereto, (2) challenges the validity or enforceability of the
Bonds or the City Documents, (3) seeks to restrain or enjoin the sale of the
Bonds or the execution and delivery by the City of, or the performance by the
City of its legal obligations under, the City Documents or in which a final
adverse decision could materially adversely affect the operations of the City
with respect to the Property; or (4) contesting in any way the completeness or
accuracy of the Preliminary Official Statement or the Official Statement, nor, to
the best of such counsel's knowledge,is there any basis therefor;
(D) The execution and delivery by the City of, and the performance by
the City of its obligations under, the City Documents, do not conflict with,
violate or constitute a default under any provision of any law, court order or
decree or any contract, instrument or agreement to which the City is a party or
by which it is bound and of which such counsel has knowledge;
(E) As of the date hereof, the statements and information relating to the
City contained in the Preliminary Official Statement and Official Statement did
not contain any untrue statement of a material fact or omit to state a material
fact necessary to make the statements therein, in the light of the circumstances,
under which they were made not misleading;and
(F) The City Documents have been duly authorized, executed and
delivered by the City and, assuming due authorization, execution and delivery
of the City Documents by the parties thereto other than the City, the City
Documents constitute legal, valid and binding agreements of the City,
enforceable against the City in accordance with their respective terms except as
enforcement may be limited by bankruptcy, insolvency and other laws affecting
the enforcement of creditors' rights and remedies in general, or by the
application of equitable principles if equitable remedies are sought.
(G) Except as may be required under the"blue sky" or securities laws of
the United States or any state, there is no authorization, approval, consent or
other order of, or filing with, or certification by, the State or any other
governmental authority or agency within the State having jurisdiction over the
City required for the issuance of the Bonds or the consummation by the City of
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the other financial transactions contemplated by the Official Statement and the
City Documents
(H) Based on the information made available to the City Attorney in its
role as City Attorney to the City, and without having undertaken to determine
independently or assume any responsibility for the accuracy, completeness or
fairness of the statements contained in the Official Statement,nothing has come
to its attention which would lead it to believe that the Official Statement as of
its date and as of the date of Closing (excluding therefrom the financial and
statistical data and forecasts included therein, as to which no opinion is
expressed and information relating to the Authority and the Depository Trust
Company and its book entry system) contained or contains any untrue
statement of a material fact or omitted or omits to state a material fact
necessary to make the statements therein, in the light of the circumstances under
which they were made,not misleading;
(x) An opinion or opinions, dated the Closing Date and addressed to the
Underwriter, of Burke, Williams and Sorensen, Camarillo, counsel for the Authority, to
the effect that-
(A) The Authority is a joint exercise of powers authority duly organized
and validly existing under the laws of the State of California pursuant to the
JPA Agreement,
(B) The Authority Documents have been duly approved by a resolution
of the Authority adopted at a meeting duly called and held in accordance with
the requirements of all applicable laws, with all public notice required by law,
and at which a quorum of the members of the Board of the Authority was
continuously present and such resolution has not been modified, amended or
rescinded since the date of its adoption,
(C) Except as described in the Official Statement, there is no litigation,
inquiry, or investigation pending to the best of such counsel's knowledge after
due inquiry, or threatened, which: (1) challenges the right or title of any member
or officer of the Authority to hold his or her office or exercise or perform the
powers and duties pertaining thereto; (2) challenges the validity or enforceability
of the Bonds or the Authority Documents, (3) seeks to restrain or enjoin the sale
of the Bonds or the execution and delivery by the Authority of, or the
performance by the Authority of its legal obligations under, the Authority
Documents or in which a final adverse decision could materially adversely
affect the operations of the Authority with respect to the Property; or (4)
contesting in any way the completeness or accuracy of the Preliminary Official
Statement or the Official Statement, nor, to the best of such counsel's
knowledge, is there any basis therefor;
(D) The execution and delivery by the Authority of, and the performance
by the Authority of its obligations under, the Authority Documents, do not
conflict with, violate or constitute a default under any provision of any law,
court order or decree or any contract, instrument or agreement to which the
Authority is a party or by which it is bound and of which such counsel has
knowledge;and
(E) The Authority Documents have been duly authorized, executed and
delivered by the Authority and, assuming due authorization, execution and
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delivery of the Authority Documents by the parties thereto other than the
Authority, the Authority Documents constitute legal, valid and binding
agreements of the Authority, enforceable against the Authority in accordance
with their respective terms except as enforcement may be limited by
bankruptcy, insolvency and other laws affecting the enforcement of creditors'
rights and remedies in general, or by the application of equitable principles if
equitable remedies are sought.
(F) Except as may be required under the "blue sky' or securities laws of
the United States or any state, there is no authorization, approval, consent or
other order of, or filing with, or certification by, the State or any other
governmental authority or agency having jurisdiction over the Authority
required for the issuance of the Bonds or the consummation by the Authority of
the other financial transactions contemplated by the Official Statement and the
Authority Documents.
(G) Based on the information made available to such City Attorney in its
role as counsel to the Authority, and without having undertaken to determine
independently or assume any responsibility for the accuracy, completeness or
fairness of the statements contained in the Official Statement under the captions
entitled "THE AUTHORITY," and "LITIGATION", nothing has come to such
City Attorney's attention that would lead it to believe that the statements
contained in the above-referenced captions as of the date of the Official
Statement and as of the date of Closing (excluding therefrom the financial and
statistical data and forecasts included therein, as to which no opinion is
expressed) contained or contains any untrue statement of a material fact or
omitted or omits to state a material fact necessary to make the statements
therein, in the light of the circumstances under which they were made, not
misleading;
(xi) An opinion, dated the Closing Date and addressed to the Authority, of
Bond Counsel, substantially in the form set forth in Appendix C to the Official
Statement, together with a letter from such counsel, dated the Closing Date and
addressed to the Underwriter, to the effect that the foregoing opinion may be relied
upon by the Underwriter to the same extent as if such opinion were addressed to them,
(xii) A supplemental opinion, dated the Closing Date and addressed to the
Underwriter, of Bond Counsel,to the effect that:
(A) the Bonds are not subject to the registration requirements of the
Securities Act of 1933, as amended, and the Indenture is exempt from
qualification pursuant to the Trust Indenture Act of 1939, as amended,
(B) the Bond Purchase Agreement has been duly executed and delivered
by the Authority and the City and is a valid and binding agreement of the
Authority and the City;and
(C) the statements contained in the Official Statement under the captions
"THE BONDS," "SECURITY FOR THE BONDS" and "TAX MATTERS" and in
APPENDIX D—SUMMARY OF CERTAIN PROVISIONS OF THE LEGAL
DOCUMENTS, insofar as such statements expressly summarize certain
provisions of the Indenture, the Lease Agreement, the Site and Facility Lease
and the final opinion of Bond Counsel concerning certain state income tax
matters relating to the Bonds, are accurate in all material respects,
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(xiii) An opinion letter, dated the Closing Date and addressed to the Authority,
the City and the Underwriter of Quint & Thimmig, LLP, San Francisco, California,
Disclosure Counsel ("Disclosure Counsel"), to the effect that based upon their
participation in the preparation of the Official Statement as Disclosure Counsel, except
to the extent set forth in their supplemental opinion without assuming any
responsibility for the accuracy, completeness or fairness of any of the statements
contained in the Official Statement nor making any representation regarding
independent verification of the accuracy, completeness or fairness of any of the
statements contained in the Official Statement, except to the extent set forth in their
supplemental opinion such counsel advises that during the course of such
representation of the Authority as disclosure counsel on this matter, no information
came to the attention of the attorneys in such firm rendering legal services in connection
with such representation which caused them to believe that the Official Statement as of
its date (except for any financial, statistical or economic data or forecasts, numbers,
charts, tables, graphs, estimates, projections, assumptions or expressions of opinion
(except opinions of Bond Counsel), Appendix A to the Official Statement, or any
information about book-entry or DTC included therein, as to which no opinion or view
is expressed) contained any untrue statement of a material fact or omitted to state any
material fact required to be stated therein or necessary to make the statements therein,
in the light of the circumstances under which they were made,not misleading,
(xiv) A certificate of an authorized officer of the Trustee satisfactory to the
Underwriter,certifying substantially as follows
(A) The Trustee is a national banking association duly organized and in
good standing under the laws of the United States of America and has all
necessary power and authority to enter into the Indenture and to perform its
duties under the Indenture;
(B) The Trustee is duly authorized to enter into the Indenture and to
authenticate and deliver the Bonds to the Underwriter pursuant to the terms of
the Indenture and,when executed by the other parties thereto,the Indenture will
constitute a legal, valid and binding obligation of the Trustee enforceable in
accordance with its terms,
(C) The Bonds have been duly authenticated and delivered to the
Underwriter pursuant to direction from the Authority;
(D) The Trustee is not in breach of or default under any law or
administrative rule or regulation of the State of California or of any department,
division, agency or instrumentality thereof, of any applicable court or
administrative decree or order, or any other material instrument to which the
Trustee is a party or is otherwise subject or bound and which would materially
impair the ability of the Trustee to perforin its obligations under the Indenture;
(E) To its knowledge, no action, suit, proceeding, inquiry or
investigation, at law or in equity, before or by any court, regulatory agency,
public board or body, is pending or threatened in any way affecting the
existence of the Trustee or the titles of its directors or officers to their respective
offices, or seeking to restrain or enjoin the execution, sale or delivery of the
Bonds, the application of the proceeds thereof in accordance with the Indenture,
or in any way contesting or affecting the validity or enforceability of the Bonds
or the Indenture;
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(F) The execution and delivery of the Indenture will not conflict with or
constitute a breach of or default under the Trustee's duties under such
documents, or any law, administrative regulation, court decree, resolution,
articles of association, bylaws or other material agreement to which the Trustee
is subject or by which it is bound, and
(G) No consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the Trustee that
has not been obtained is or will be required for the authentication and delivery of
the Bonds, the execution and delivery of the Indenture, the performance of the
Trustee's duties under the Indenture or the consummation by the Trustee of the
other transactions contemplated by the Indenture, except as such may be
required under the state securities or blue sky laws in connection with the
distribution of the Bonds by the Underwriter
(xv) An opinion of counsel to the Trustee in form and substance acceptable to
the Underwriter;
(xvi) Evidence, satisfactory to Bond Counsel and the Underwriter, of insurance,
including a CLTA title insurance policy, in compliance with the Lease Agreement,
(xvii) 15c2-12 certificates of City and the Authority,
(xviii) Certified copies of the City Resolution and the Authority Resolution,
(xix) Evidence, satisfactory to the Underwriter, that the Bonds have been
assigned the rating of"AA-" by Standard & Poor's Ratings Services,
(xx) Transcripts of all proceedings relating to the authorization, issuance,
execution and delivery of the Bonds certified by the City and the Authority as
applicable; and
(xxi) Such additional legal opinions, certificates, instruments and other
documents as the Underwriter may reasonably request to evidence the truth and
accuracy, as of the date hereof and as of the date of the Closing, of the City's
representations and warranties contained herein and of the statements and information
contained in the Official Statement and the due performance or satisfaction by the City
and the Authority on or prior to the date of the Closing of all the agreements then to be
performed and conditions then to be satisfied by each of them
All the opinions, letters, certificates, instruments and other documents mentioned
above or elsewhere in this Bond Purchase Agreement shall be deemed to be in compliance with
the provisions hereof if, but only if, they are in form and substance satisfactory to Bond
Counsel, Disclosure Counsel and the Underwriter.
If the City shall be unable to satisfy the conditions to the obligations of the Underwriter
to purchase, to accept delivery of and to pay for the Bonds contained in this Bond Purchase
Agreement, or if the obligations of the Underwriter to purchase, to accept delivery of and to
pay for the Bonds shall be terminated for any reason permitted by this Bond Purchase
Agreement, this Bond Purchase Agreement shall terminate and none of the Underwriter, the
Authority or the City shall be under any further obligation hereunder
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8 Termination The Underwriter shall have the right to terminate the Underwriter's
obligations under this Bond Purchase Agreement to purchase, to accept delivery of and to pay
for the Bonds by notifying the Authority and the City in writing or by telegram, of its election
to do so, if, after the execution hereof and prior to the Closing: (a) the United States has
become engaged in, or there has been an escalation of, hostilities which, in the reasonable
opinion of the Underwriter, materially adversely affects the marketability or market price of
the Bonds, (b) there shall have occurred the declaration of a general banking moratorium by
any authority of the United States or the State of New York or the State of California, (c) an
event shall have occurred, or been discovered as described in paragraph (k) of Section 4 or
paragraph (1) of Section 5 hereof, which in the opinion of the Underwriter requires the
preparation and publication of disclosure material or a supplement or amendment to the
Official Statement, (d) any legislation, ordinance, rule or regulation shall be introduced in, or
be enacted by any governmental body, department or agency in the State of California, or a
decision by any court of competent jurisdiction within the State of California shall be rendered
which,in the Underwriter's reasonable opinion, materially adversely affects the market price of
the Bonds, (e) any rating of the Bonds or the rating or credit outlook of any obligations of the
City secured by the City's general fund shall have been downgraded or withdrawn by national
rating services, (f) legislation shall be introduced,by amendment or otherwise, or be enacted by
the House of Representatives or the Senate of the Congress of the United States, or a decision
by a court of the United States shall be rendered, or a stop order, ruling, regulation or official
statement by or on behalf of the Securities and Exchange Commission or other governmental
agency having jurisdiction of the subject matter shall be made or proposed, to the effect that
the execution, issuance, delivery, offering or sale of obligations of the general character of the
Bonds, or the Bonds, as contemplated hereby or by the Official Statement, is or would be in
violation of any provision of the Securities Act of 1933, as amended and as then in effect, or
the Securities Exchange Act of 1934, as amended and as then in effect, or the Trust Indenture
Act of 1939, as amended and as then in effect, or with the purpose or effect of otherwise
prohibiting the issuance, offering or sale of obligations of the general character of the Bonds or
the Bonds, as contemplated hereby or by the Official Statement, (g) additional material
restrictions not in force as of the date hereof shall have been imposed upon trading in securities
generally by any governmental authority or by any national securities exchange,. (h) the New
York Stock Exchange,or other national securities exchange or association or any governmental
authority, shall impose as to the Bonds, or obligations of the general character of the Bonds,
any material restrictions not now in force, or increase materially those now in force, with
respect to the extension of credit by or the charge to the net capital requirements of broker-
dealers, and (i) any action shall have been taken by any government in respect of its monetary
affairs which, in the reasonable opinion of the Underwriter, has a material adverse effect on the
United States securities market; or as of the date hereof that in the Underwriters reasonable
opinion materially adversely affects the marketability or market price of the Bonds.
If this Bond Purchase Agreement shall be terminated pursuant to Section 7 or this
Section 8, or if the purchase provided for herein is not consummated because any condition to
the Underwriter's obligations hereunder is not satisfied or because of any refusal, inability or
failure on the part of the City or the Authority to comply with any of the terms or to fulfill any
of the conditions of this Bond Purchase Agreement, or if for any reason the City or the
Authority shall be unable to perform all of its respective obligations under this Bond Purchase
Agreement,neither the City nor the Authority shall be liable to the Underwriter for damages on
account of loss of anticipated profits arising out of the transactions covered by this Bond
Purchase Agreement. The Underwriter may, in its sole discretion, waive any of the conditions
set forth in Section 7 or this Section 8
9 Changes in Official Statement After the Closing, neither the Authority nor the City
will adopt any amendment of or supplement to the Official Statement to which the
Underwriter shall reasonably object in writing. Within 25 days following the "end of the
17
underwriting period" (as defined in Section 240 15c-12 in Chapter II of Title 17 of the Code of
Federal Regulations (Rule 15c2-12), whichever occurs first, if any event relating to or affecting
the Bonds, the City or the Authority shall occur as a result of which it is necessary, in the
opinion of the Underwriter, to amend or supplement the Official Statement in order to make
the Official Statement not misleading in any material respect in the light of the circumstances
existing at the time it is delivered to a purchaser, the Authority will forthwith prepare and
furnish to the Underwriter an amendment or supplement that will amend or supplement the
Official Statement so that it will not contain an untrue statement of a material fact or omit to
state a material fact necessary in order to make the statements therein, in the light of the
circumstances existing at the time the Official Statement is delivered to purchaser, not
misleading The City and the Authority shall cooperate with the Underwriter in the filing by the
Underwriter of such amendment or supplement to the Official Statement with a nationally
recognized municipal securities repository
10 Payment of Costs and Expenses.
(a) All costs and expenses incident to the sale and delivery of the Bonds to the
Underwriter shall be payable by the Authority from the proceeds of the Bonds, including, but
not limited to: (i) the fees and expenses of the City, its counsel and consultants, (ii) the fees
and expenses of the Authority, its counsel and consultants, (iii) the fees and expenses of Bond
Counsel, (iv) the fees and expenses of Disclosure Counsel, (v) the fees and expenses of Public
Financial Management, Inc.,the City's financial advisor; (vi) all expenses in connection with the
preparation and printing of the Bonds, (vii) all expenses in connection with the preparation,
printing, distribution and delivery of the Preliminary Official Statement, the Official Statement
and any amendment or supplement thereto; (viii) the initial fees and expenses of the Trustee,
including the reasonable fees and expenses of its counsel, and (ix) the fees and expenses of any
rating agency rating the Bonds.
(b) The Underwriter shall pay all expenses incurred by it in connection with the public
offering and distribution of the Bonds including,but not limited to: (i) all advertising expenses
in connection with the offering of the Bonds, (ii) the fees and disbursements of Underwriter's
counsel, if any, and (iii) all out-of-pocket disbursements and expenses incurred by the
Underwriter in connection with the offering and distribution of the Bonds, including, air travel
and hotel accommodations in connection with the pricing of the Bonds, investor meetings,
rating agency trips and meetings, the Closing; meals and transportation for the City, the
Underwriter and other working group personnel during rating agency, investor meetings,
pricing and Closing trips, expenses related to attending working group meetings, such as
parking, meals and transportation and any other miscellaneous costs associated with the
Closing; (iv) all other expenses incurred by the Underwriter in connection with the public
offering and distribution of Bonds, except as provided in (a) above or as otherwise agreed to
by the Underwriter and the City, and (v) the fees of the California Debt and Investment
Advisory Commission.
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11 Notices. Any notice or other communication to be given under this Bond Purchase
Agreement may be given by delivering the same in writing:
To the City- City of Atascadero
6907 El Camino Real
Atascadero,CA 93422
Attention.Administrative Services Director
To the Authority- Atascadero Public Financing Authority
c/o City of Atascadero
6907 El Camino Real
Atascadero,CA 93422
Attention.Administrative Services Director
To the Underwriter- Piper Jaffray&Co.
345 California Street,Suite 2400
San Francisco,CA 94104
Attention.Mr Mark A.Curran,Managing Director
12. Parties in Interest This Bond Purchase Agreement is made solely for the benefit of
the Authority, the City and the Underwriter (including the successors or assigns of the
Underwriter) and no other person shall acquire or have any right hereunder or by virtue hereof
All of the Authority's and the City's representations, warranties and agreements contained in
this Bond Purchase Agreement shall remain operative and in full force and effect, regardless
of- (a) any investigations made by or on behalf of the Underwriter; (b) delivery of and payment
for the Bonds pursuant to this Bond Purchase Agreement, and (c) any termination of this Bond
Purchase Agreement.
13 Determination of End of the Underwriting Period. For purposes of this Bond
Purchase Agreement,the end of the underwriting period for the Bonds shall mean the earlier of
(a) the Closing Date unless the City and the Authority have been notified in writing by the
Underwriter, on or prior to the Closing Date, that the "end of the underwriting period" for the
Bonds for all purposes of the Rule will not occur on the Closing Date, or(b) the date on which
notice is given to the City and the Authority by the Underwriter in accordance with the
following sentence. In the event that the Underwriter has given notice to the City and the
Authority pursuant to clause (a) above that the "end of the underwriting period" for the
Bonds will not occur on the Closing Date, the Underwriter agrees to notify the City and the
Authority in writing as soon as practicable following the "end of the underwriting period" for
the Bonds for all purposes of the Rule. The Underwriter agrees to file a copy of the Official
Statement with each of the nationally recognized municipal securities information repositories.
14 No Assienment This Bond Purchase Agreement is entered into between the City,
the Authority and the Underwriter, and is solely for the benefit of the City, the Authority, the
Underwriter and their respective successors or assigns, and no person other than the foregoing
shall acquire or have any right under or by virtue of this Bond Purchase Agreement All of the
representations, warranties and agreements contained in this Bond Purchase Agreement shall
survive the delivery of and payment for the Bonds and any termination thereof
15 Effectiveness. This Bond Purchase Agreement shall become effective upon the
execution of the acceptance by an authorized representative of the City and an authorized
representative of the Authority and shall be valid and enforceable at the time of such
acceptance.
16 Headings. The headings of the sections of this Bond Purchase Agreement are
inserted for convenience only and shall not be deemed to be a part hereof
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If the foregoing is in accordance with your understanding of this Bond Purchase
Agreement please sign and return to us the enclosed duplicate copies hereof,whereupon it will
become a binding agreement among the City the Authority and the Underwriter in accordance
with its terms.
Very truly yours,
PWanaging
JAas Underwriter
BCurran
Director
ATASCADERO PUBLIC FINANCING
AUTHORITY
By -- --
Wade G McKinney
Executive Director
CITY OF ATASCADERO
By
Wade G McKinney
City Manager
20-
If the foregoing is in accordance with your understanding of this Bond Purchase
Agreement please sign and return to us the enclosed duplicate copies hereof,whereupon it will
become a binding agreement among the City,the Authority and the Underwriter in accordance
with its terms.
Very truly yours,
PIPER JAFFRAY&CO as Underwriter
By
Mark A.Curran
Managing Director
ATASCADERO PUBLIC FINANCING
AUTHORITY
By "6' /I"
Wade G.McKinney
Executive Director
CITY OF ATASCADERO
By
V456 6 At f
Wade G.McKinney
City Manager r
20-
EXHIBIT A
$16,010,000
ATASCADERO PUBLIC FINANCING AUTHORITY
Lease Revenue Bonds,2010 Series A
MATURITIES, PRINCIPAL AMOUNTS, INTEREST RATES,PRICES AND YIELDS
Maturity Principal Interest
October-1 Amount Rate Yk1_d prim
2014 $ 210,000 3.000% 1.51% 105.878%
2015 215,000 3.500 1.96 107.415
2016 225,000 3.000 2.35 103.663
2017 235,000 3-500 2.68 105.256
2018 245,000 4.000 2.91 107.799
2019 250,000 3.500 3.17 102.584
2020 260,000 3.750 341 102.878
2021 270,000 4.000 3.65 102.928c
2022 275,000 5.000 3.71 110.766c
2023 295,000 4.000 4.01 99.896
2024 305,000 4.250 4.11 101.143c
2025 315,000 4.000 4.22 97.560
2033 3,155,000 5.000 4.95 100.388c
2035 1,855,000 5.000 5.00 100.000
2040 7,900,000 5.000 5.03 99.533
c Priced to the October 1,2020,par call date.
Redemption Provisions
Optional Redemption
The Bonds maturing on or after October 1,2020,are subject to optional redemption prior to their
respective stated maturities, at the written direction of the Authority, from moneys deposited by the
Authority or the City,in whole or in part,in such order of maturity as the City designates(and,if no specific
order of redemption is designated by the City in inverse order of maturity),on any date on or after October
1,2021,from any available source of funds,at a redemption price equal to the principal amount of the Bonds
to be redeemed,together with accrued interest thereon to the date fixed for redemption,without premium.
Mandatory Sinking Fund Redemption
The Bonds maturing on October 1,2033 (the "2033 Term Bonds') are also subject to mandatory
sinking fund redemption in part by lot on October 1,2026,and on each October 1 to and including October
1,2033,from sinking account payments made by the Authority at a redemption price equal to the principal
amount thereof to be redeemed together with accrued interest thereon to the redemption date,without
premium,in the aggregate respective principal amounts and on the respective dates as set forth in the
following table;provided,however that if some but not all of the 2033 Term Bonds have been optionally
redeemed, the total amount of all future sinking account payments will be reduced by the aggregate
principal amount of 2033 Term Bonds so redeemed,to be allocated among the sinking account payments as
are thereafter payable on a pro rata basis in integral multiples of$5,000 as determined by the Authority
(notice of which determination shall be given by the Authority to the Trustee).
Exhibit A
Page 1
Sinking Account
Redemption Date Principal Amount to be
(October Redeemed or Purchased
2026 $330,000
2027 350,000
2028 365,000
2029 380,000
2030 405,000
2031 420,000
2032 440,000
2033t 465,000
Maturity
The Bonds maturing on October 1,2035 (the "2035 Term Bonds") are also subject to mandatory
sinking fund redemption in part by lot on October 1,2034,and on October 1,2035,from sinking account
payments made by the Authority at a redemption price equal to the principal amount thereof to be
redeemed together with accrued interest thereon to the redemption date, without premium, in the
aggregate respective principal amounts and on the respective dates as set forth in the following table,
provided,however,that if some but not all of the 2035 Term Bonds have been optionally redeemed,the total
amount of all future sinking account payments will be reduced by the aggregate principal amount of 2035
Term Bonds so redeemed,to be allocated among the sinking account payments as are thereafter payable on
a pro rata basis in integral multiples of$5,000 as determined by the Authority(notice of which determination
shall be given by the Authority to the Trustee).
Sinking Account
Redemption Date Principal Amount to be
(October 1) Redeemed or Purchased
2034 $ 490,000
2035t 1,365,000
Maturity
The Bonds maturing on October 1,2040 (the "2040 Term Bonds") are also subject to mandatory
sinking fund redemption in part by lot-on October 1,2036,and on each October 1 to and including October
1,2040,from sinking account payments made by the Authority at a redemption price equal to the principal
amount thereof to be redeemed together with accrued interest thereon to the redemption date, without
premium,in the aggregate respective principal amounts and on the respective dates as set forth in the
following table,provided,however, that if some but not all of the 2040 Term Bonds have been optionally
redeemed, the total amount of all future sinking account payments will be reduced by the aggregate
principal amount of 2040 Term Bonds so redeemed,to be allocated among the sinking account payments as
are thereafter payable on a pro rata basis in integral multiples of$5,000 as determined by the Authority
(notice of which determination shall be given by the Authority to the Trustee).
Sinking Account
Redemption Date Principal Amount to be
(October 1) Redeemed or Purchased
2036 $1,430,000
2037 1,500,000
2038 1,575,000
2039 1,655,000
2040t 1,740,000
tMaturity
Exhibit A
Page 2
s
Extraordinary Redemption from Insurance or Condemnation Proceeds
The Bonds are also subject to redemption as a whole,or in part on a pro rata basis among maturities,
on any date,in integral multiples of$5,000,to the extent of prepayments made by the City from insurance
proceeds or condemnation proceeds not used to repair,reconstruct or replace any portion of the Property
damaged or destroyed or elected by the City to be used for such purpose,at a redemption price equal to
100%of the principal amount thereof plus interest accrued thereon to the date fixed for redemption,without
premium.
Exhibit A
Page 3