HomeMy WebLinkAboutA6200 - STIFEL NICOLAUS & CODOCUMENT TRACKING
Page:1
Report: One Document Detail February 1, 2012
Condition: Document Number a6200,
Document # Description Approval Date
A6200 Convention Center Bond Purchase Agreement 11/1612011
Company Name: Stifel Nicolaus & Co, Inc.
Address: , ,
Group: FINANCE
Service: In Process
Ins. Status: Certificate and Policies are OK
Document Tracking Items:
Due Completed Tracking
Code Item Description
Date Date Date
kdh Res 23047 FA Res 37
11116/2011
kdh to Sifel for sig
02/01/2012
******END OF REPORT******
Expiration Date Closed Date
Amount Amount
Added Paid
Page 1 of 1
Cindy Berardi
From:
Jay Thompson
Sent:
Wednesday, February 01, 2012 2:36 PM
To:
Cindy Berardi
Subject: FW: Palm Springs Financing Authority - Bond Purchase Agreement
Attachments: BOND DOCS Signature Page.pdf
Please print this for me. J
From: Jay Thompson
Sent: Wednesday, February 01, 2012 2:30 PM
To: Trice, Russ'; 'Suzanne Harrell'; David Ready; Tom Wilson; John Raymond; Geoffrey Kiehl; Sara
Oberlies Brown; Hunt, Donald; Jeff A. Stava; 'chris.johnson@bnymellon.com'; 'ahall@joneshall.com'
Subject: RE: Palm Springs Financing Authority - Bond Purchase Agreement
Attached [PDF File] is the signature page as requested. Six copies will be sent overnight via On-Trac.
Please return one original to my attention when fully executed. Jay
James Thompson, City Clerk
City of Palm Springs, California
TEL (760) 323-8204
From: Trice, Russ [mailto:rtrice@fulbright.com]
Sent: Wednesday, February 01, 2012 12:54 PM
To: 'Suzanne Harrell'; David Ready; Tom Wilson; John Raymond; Jay Thompson; Geoffrey Kiehl; Sara
Oberlies Brown; Hunt, Donald; Jeff A. Stava; 'chris.johnson@bnymellon.com'; 'ahall@joneshall.com'
Subject: Palm Springs Financing Authority - Bond Purchase Agreement
Attached is a revised Bond Purchase Agreement, reflecting today's pricing. Please
send a scan of your respective signature page to this group today and follow with 5
originals to my attention prior to preclosing. Thanks, Russ
Russ Trice, Sr. Associate
FULBRIGHT & Jaworski L.L.P.
555 South Flower Street • Forty -First Floor - Los Angeles, California 90071
T: 213 892 9317 • F: 213 892 9494 • rtrice@fulbright.com • www.fulbright.com/rtrice
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S.
federal tax advice contained in this communication (including any attachments) is not
intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties
under the Internal Revenue Code or (ii) promoting, marketing or recommending to another
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This email message and any attachments are for the sole use of the intended recipient(s)
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2/1/2012
City Council Minutes
November 16, 2011
Page 11
5.D. JOINT ITEM CITY COUNCIL AND FINANCING AUTHORITY
APPROVAL OF REFINANCING OF CERTAIN OBLIGATIONS
RELATING TO CONVENTION CENTER:
Suzanne Harrell, City Financial Consultant, provided background
information as outlined in the staff report dated November 16, 2011.
Mayor Pro Tern Weigel requested staff address including other bonding
issues.
Councilmember Hutcheson commented on the net savings for the time
period.
Councilmember Foat requested the City Attorney address any issue with
the ground lease, the eligibility to recall for redemption, the appraisal of
the Victoria Park property and the substitution thereof, the lack of interest
parameters in the proposed resolution, and requested staff address if the
issuance would affect the issuance of bonds relating to Measure "J."
ACTION: (CITY COUNCIL) 1) Adopt Resolution No. 23047, "A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
SPRINGS, CALIFORNIA, APPROVING AND AUTHORIZING THE
EXECUTION OF SUPPLEMENTAL SITE LEASE NO. 2,
SUPPLEMENTAL TRUST AGREEMENT NO. 4 AND OTHER LEGAL
DOCUMENTS WITH RESPECT TO THE CITY OF PALM SPRINGS
FINANCING AUTHORITY LEASE REVENUE REFUNDING BONDS,
2011 SERIES A (CONVENTION CENTER PROJECT); and (FINANCING
AUTHORITY) 2) Adopt Resolution No. 37, "A RESOLUTION OF THE
BOARD OF DIRECTORS OF THE CITY OF PALM SPRINGS
FINANCING AUTHORITY AUTHORIZING AND DIRECTING THE
ISSUANCE AND SALE OF ITS LEASE REVENUE BONDS, 2011
SERIES A (CONVENTION CENTER PROJECT), APPROVING A
PRELIMINARY OFFICIAL STATEMENT, AUTHORIZING EXECUTION
AND DELIVERY OF AN OFFICIAL STATEMENT, SUPPLEMENTAL SITE
LEASE NO. 3, SUPPLEMENTAL TRUST AGREEMENT NO. 4,
SUPPLEMENTAL LEASE AGREEMENT NO. 5, BOND PURCHASE
AGREEMENT AND ESCROW DEPOSIT AGREEMENT AND
PROVIDING FOR OTHER MATTERS PROPERLY RELATING
PTHERETO." Motion Mayor Pro Tern Weigel, seconded by
Councilmember Foat and unanimously carried 4-0 on a roll call vote.
AYES: Councilmember Foat, Councilmember Hutcheson, Mayor
Pro Tern Weigel, and Mayor Pougnet.
NOES: None.
ABSENT: Councilmember Mills.
$23,980,000
CITY OF PALM SPRINGS FINANCING AUTHORITY
LEASE REVENUE REFUNDING BONDS, 2012 Series A
(CONVENTION CENTER PROJECT)
BOND PURCHASE AGREEMENT
February 1, 2012
City of Palm Springs Financing Authority
c/of City of Palm Springs
3200 E. Tahquitz Canyon Way
Palm Springs, California 92262
City of Palm Springs
3200 E. Tahquitz Canyon Way
Palm Springs, California 92262
Ladies and Gentlemen:
The undersigned Stifel, Nicolaus & Company Incorporated, dba Stone & Youngberg, a
Division of Stifel Nicolaus (the "Underwriter"), acting not as a fiduciary or agent for you, but on
behalf of itself, offers to enter into this Bond Purchase Agreement (which, together with Exhibit A, is
referred to as the "Purchase Agreement") with the City of Palm Springs Financing Authority (the
"Authority") and the City of Palm Springs, California (the "City"), which, upon the acceptance by
the Authority and the City, will be binding upon the Authority, the City and the Underwriter. This
offer is made subject to acceptance by the Authority and by the City by the execution of this
Purchase Agreement and delivery of the same to the Underwriter prior to 11:59 P.M., Pacific time,
on the date hereof, and, if not so accepted, will be subject to withdrawal by the Underwriter upon
notice delivered to the Authority and the City at any time prior to the acceptance hereof by the
Authority and the City. Capitalized terms used herein and not otherwise defined shall have the
meanings set forth in the Trust Agreement (defined herein).
Section 1. Purchase and Sale. Upon the terms and conditions and upon the basis of the
representations, warranties and agreements herein set forth, the Underwriter hereby agrees to
purchase from the Authority and the City, and the Authority and the City hereby agree to issue, sell
and deliver to the Underwriter all (but not less than all) of the City of Palm Springs Financing
Authority Lease Revenue Refunding Bonds, 2012 Series A (Convention Center Project) (the
"Bonds") in the aggregate principal amount of $23,980,000. The Bonds will be dated as of their date
of delivery. Interest on the Bonds shall be payable semiannually on May 1 and November 1 in each
year (each an "Interest Payment Date") commencing May 1, 2012 and will bear interest at the rates
and on the dates as set forth in Exhibit A hereto. The purchase price for the Bonds shall be
$24,519,832.15 (which represents the principal amount of the Bonds in the amount of $23,980,000,
plus a net original issue premium in the amount of $699,421.35, less an Underwriter's discount of
$159,589.20).
50452984.6
The City and Authority acknowledge and agree that: (i) the purchase and sale of the Bonds
pursuant to this Purchase Agreement is an arm's-length commercial transaction among the City, the
Authority and the Underwriter; (ii) in connection therewith and with the discussions, undertakings
and procedures leading up to the consummation of such transaction, the Underwriter is and has been
acting solely as a principal and is not acting as a Municipal Advisor (as defined in Section 15B of the
Securities Exchange Act of 1934, as amended), financial advisor or fiduciary; (iii) the Underwriter
has not assumed an advisory or fiduciary responsibility in favor of the City or the Authority with
respect to the offering contemplated hereby or the discussions, undertakings and procedures leading
thereto (irrespective of whether the Underwriter has provided other services or is currently providing
other services to the City or the Authority on other matters); and (iv) the City and the Authority have
consulted their own legal, financial and other advisors to the extent they have deemed appropriate.
Section 2. The Bonds. The Bonds shall be secured by revenues consisting primarily of
rental payments ("Lease Payments") to be paid by the City pursuant to the Lease Agreement Relating
to Convention Center Facilities, dated as of April 1, 1991, as amended and supplemented, including
as amended and supplemented by Supplemental Lease Agreement No. 5 (together, the "Lease
Agreement"), each by and between the Authority and the City. The Authority's right to receive the
Lease Payments due under the Lease Agreement and to exercise remedies upon default under such
Lease Agreement shall be assigned to the Trustee for the benefit of the owners of the Bonds pursuant
to a Fourth Amended Assignment Agreement, dated as of February 1, 2012 (the "Assignment
Agreement"), by and between the Authority and The Bank of New York Mellon Trust Company,
N.A., as successor trustee (the "Trustee").
The Bonds shall be as described in, and shall be secured under and pursuant to the Trust
Agreement, dated as of April 1, 1991, as amended and supplemented, including as amended and
supplemented by the Supplemental Trust Agreement No. 4, dated as of February 1, 2012 (together,
the "Trust Agreement"), each by and among the Authority, the City and the Trustee.
The proceeds of the Bonds will be applied to: (i) refinance the City of Palm Springs
Financing Authority Lease Revenue Bonds, 2001 Series A (Convention Center Project) (the "Prior
Bonds"), (ii) satisfy the reserve requirement for the Bonds, if necessary, and (iii) pay costs of
issuance of the Bonds.
Section 3. Public Offering. The Underwriter agrees to makee an initial public offering
of all the Bonds at the public offering prices (or yields) set forth on Exhibit A attached hereto and
incorporated herein by reference. Subsequent to the initial public offering, the Underwriter reserves
the right to change the public offering prices (or yields) as they deem necessary in connection with
the marketing of the Bonds, provided that the Underwriter shall not change the interest rates set forth
on Exhibit A. The Bonds may be offered and sold to certain dealers at prices lower than such initial
public offering prices.
Section 4. The Official Statement. By their acceptance of this Purchase Agreement,
the Authority and the City ratify, confirm and approve of the use and distribution by the Underwriter
prior to the date hereof of the preliminary official statement relating to the Bonds, dated January 24,
2012 (including the cover page, all appendices and all information incorporated therein 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") that authorized officers of the City deemed "final" as of its date, for purposes of Rule
15c2-12 promulgated under the Securities Exchange Act of 1934, as amended ("Rule 15c2-12")
50452984.6
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except for certain omissions permitted to be omitted therefrom by Rule 15c2-12. The Authority and
the City hereby agree to deliver or cause to be delivered to the Underwriter, within seven (7) business
days of the date hereof, copies of the final official statement, dated the date hereof, relating to the
Bonds (including all information previously permitted to have been omitted by Rule 15c2-12, the
cover page, all appendices, all information incorporated therein and any amendments or supplements
as have been approved by the Authority, the City and the Underwriter (the "Official Statement")) in
such quantity as the Underwriter shall reasonably request to comply with Securities and Exchange
Commission Rule 15c2-12(b)(4) and the rules of the Municipal Securities Rulemaking Board (the
"MSRB").
The Underwriter hereby agrees that it will not request that payment be made by any
purchaser of the Bonds prior to delivery by the Underwriter to the purchaser of a copy of the Official
Statement. The Underwriter agrees to (i) provide the Authority and the City with final pricing
information on the Bonds on a timely basis and (ii) promptly file a copy of the final Official
Statement, including any supplements prepared by the Authority or the City with the MSRB, which
currently can be found at http://emma.nurb.org. The Authority and the City hereby approve of the
use and distribution by the Underwriter of the final Official Statement in connection with the offer
and sale of the Bonds. The Authority and the City will cooperate with the Underwriter in the filing
by the Underwriter of the Official Statement with the MSRB.
Section 5. Closing. At 8:00 a.m., California time, on February 22, 2012, or at such
other time or date as the Authority, the City and the Underwriter agree upon, the Authority shall
deliver or cause to be delivered to the Trustee, and the Trustee shall deliver or cause to be delivered
through the facilities of The Depository Trust Company, New York New York ("DTC"), the Bonds
in definitive form, duly executed and authenticated. Concurrently with the delivery of the Bonds, the
Authority and the City shall deliver the documents hereinafter mentioned at the offices of Jones Hall,
A Professional Law Corporation, San Francisco, California or another place to be mutually agreed
upon by the Authority, the City and the Underwriter. The Underwriter will accept such delivery and
pay the purchase price of the Bonds as set forth in Section 1 hereof by wire transfer in immediately
available funds. This payment for and delivery of the Bonds, together with the delivery of the
aforementioned documents referenced herein, is called the "Closing."
The Bonds shall be registered in the name of Cede & Co., as nominee of DTC in
denominations of five thousand dollars ($5,000) or any integral multiple thereof, and shall be made
available to the Underwriter at least one (1) business day before the Closing for purposes of
inspection and packaging. The Authority and the City acknowledge that the services of DTC will be
used initially by the Underwriter to permit the issuance of the Bonds in book -entry form, and agree to
cooperate fully with the Underwriter in employing such services.
Section 6. Representations, Warranties and Covenants of the Authority. The
Authority represents, warrants and covenants to the Underwriter and the City that:
(a) The Authority is and will be at the date of Closing a joint exercise of powers
authority organized and existing under the laws of the State of California, including Section 6500 et
seq. of the California Government Code (the "JPA Act") with all necessary power and authority to
enter into and perform its duties under Site Lease No. 3, dated as of February 1, 2012 (the "Site
Lease"), by and between the City and the Authority, the Lease Agreement, the Trust Agreement, the
Assignment Agreement, the 2001 Bonds Escrow Deposit and Trust Agreement, dated as of February
1, 2012 (the "Escrow Agreement"), by and among the City, the Authority and The Bank of New
50452984.6
York Mellon Trust Company, N.A. (the "Escrow Bank") and this Purchase Agreement (collectively,
the "Authority Documents").
(b) The Authority has complied with all filing requirements of the JPA Act.
(c) By official action of the Authority prior to or concurrently with the
acceptance hereof, the Authority has duly approved the distribution of the Preliminary Official
Statement and the distribution of the Official Statement (including in electronic form), and has duly
authorized and approved the execution and delivery of, and the performance by the Authority of the
obligations on its part contained, in the Authority Documents. When executed and delivered, each
Authority Document will constitute the legal, valid and binding obligation of the Authority
enforceable in accordance with its terms, except as enforcement may be limited by bankruptcy,
insolvency, reorganization, moratorium or similar laws or equitable principles relating to or affecting
creditors' rights generally.
(d) Prior to the date hereof, the Authority has provided to the Underwriter for its
review the Preliminary Official Statement that an authorized officer of the Authority has deemed
final for purposes of Rule 15c2-12, has approved the distribution of the Preliminary Official
Statement and the Official Statement and has duly authorized the execution and delivery of the
Official Statement (including in electronic form). The Preliminary Official Statement, at the date
thereof, did not contain any untrue statement of a material fact or omit to state any material fact
necessary to make the statements therein (other than the information relating to DTC and its book -
entry system, as to which no view is expressed), in light of the circumstances under which they were
made, not misleading. At the date hereof and on the Closing, the final Official Statement did not and
will not contain any untrue statement of a material fact or omit to state any material fact necessary to
make the statements therein (other than the information relating to DTC and its book -entry system, as
to which no view is expressed), in light of the circumstances under which they were made, not
misleading.
(e) To the knowledge of the undersigned officer of the Authority,.the execution
and delivery by the Authority of the Authority Documents and the approval and execution by the
Authority of the Official Statement and compliance with the provisions on the Authority's part
contained in the Authority Documents, will not conflict with or constitute a breach of or default
under any law, administrative regulation, judgment, decree, loan agreement, indenture, bond, note,
resolution, agreement or other instrument to which the Authority is a party or is otherwise subject to,
which conflict, breach or default has or may have a material adverse effect on the ability of the
Authority to carry out its obligations under the Authority Documents, nor will any such execution,
delivery, adoption or compliance result in the creation or imposition of any material lien, charge or
other security interest or encumbrance of any nature whatsoever upon any of the properties or assets
of the Authority under the terms of any such law, administrative regulation, judgment, decree, loan
agreement, indenture, trust agreement, bond, note, resolution, agreement or other instrument, except
as provided by the Authority Documents.
(f) The Authority will advise the Underwriter promptly of any proposal to amend
or supplement the Official Statement and will not effect or consent to any such amendment or
supplement without the consent of the Underwriter, which consent will not be unreasonably
withheld. The Authority will advise the Underwriter promptly of the institution of any proceedings
known to it by any governmental agency prohibiting or otherwise affecting the use of the Official
Statement in connection with the offering, sale or distribution of the Bonds.
50452984.6
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(g) To the knowledge of the undersigned officer of the Authority, 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, trust agreement, bond, note, resolution, agreement or other instrument to which the
Authority is a party or is otherwise subject, 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, in each case which breach or default has or may have a material adverse
effect on the ability of the Authority to perform its obligations under the Authority Documents.
(h) As of the time of acceptance hereof and as of the date of Closing, no action,
suit, proceeding, inquiry or investigation, at law or in equity, before or by any court, government
agency, public board or body, is pending or, to the knowledge of the officers of the Authority,
threatened (i) in any way questioning the corporate existence of the Authority or the titles of the
officers of the Authority to their respective offices, (ii) affecting, contesting or seeking to prohibit,
restrain or enjoin the execution or delivery of any of the Bonds, or in any way contesting or affecting
the validity of the Bonds or the Authority Documents or the consummation of the transactions
contemplated thereby, or contesting the exclusion of the interest on the Bonds from gross income for
federal income tax purposes or contesting the powers of the Authority to enter into the Authority
Documents or (iii) contesting the completeness or accuracy of the Preliminary Official Statement or
the Official Statement or any supplement or amendment thereto or asserting that the Preliminary
Official Statement or the Official Statement 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, and there is no
basis for any action, suit, proceeding, inquiry or investigation of the nature described in clause (i)
through (iii) of this sentence.
(i) Any certificate signed by any officer of the Authority authorized to execute
such certificate in connection with the issuance, sale and delivery of the Bonds and delivered to the
Underwriter shall be deemed a representation and warranty of the Authority to the Underwriter and
the City as to the statements made therein but not of the person signing such certificate.
Section 7. Representations, Warranties and Covenants of the City. The City
represents, warrants and covenants to the Underwriter and the Authority that:
(a) The City is and will be at the date of Closing a charter city and a municipal
corporation duly organized and existing pursuant to and under the Constitution and laws of the State
of California and has all necessary power and authority to enter into and perform its duties under the
Continuing Disclosure Certificate relating to the Bonds (the "Continuing Disclosure Certificate"), the
Site Lease, the Lease Agreement, the Trust Agreement, the Escrow Agreement and this Purchase
Agreement (together, the "City Documents" and, together with the Authority Documents, the "Legal
Documents") and has by official action duly authorized and approved the execution and delivery of,
and the performance by the City of the obligations on its part contained in the City Documents for
the purpose of refinancing the Prior Bonds.
(b) By official action of the City prior to or concurrently with the acceptance
hereof, the City has duly approved the distribution of the Preliminary Official Statement and the
distribution of the Official Statement (including in electronic form), and has duly authorized and
approved the execution and delivery of, and the performance by the City of the obligations on its part
contained, in the City Documents. When executed and delivered, each City Document will constitute
50452984.6
5
the legally valid and binding obligation of the City enforceable in accordance with its terms, except
as enforcement may be limited by bankruptcy, insolvency, reorganization, moratorium or similar
laws or equitable principles relating to or affecting creditors' rights generally.
(c) The Preliminary Official Statement heretofore delivered to the Underwriter is
hereby deemed final by the City as of its date and as of the date hereof, except for the omission of
such information as is permitted to be omitted in accordance with paragraph (b)(i) of Rule 15c2-12.
The Preliminary Official Statement, at the date thereof, did not contain any untrue statement of a
material fact or omit to state any material fact necessary to make the statements therein (other than
the information relating to DTC and its book -entry system, as to which no view is expressed), in the
light of the circumstances under which they were made, not misleading. At the date hereof and on
the Closing, the final Official Statement did not and will not contain any untrue statement of a
material fact or omit to state any material fact necessary to make the statements therein (other than
the information relating to DTC and its book -entry system, as to which no view is expressed), in the
light of the circumstances under which they were made, not misleading.
(d) To the knowledge of the undersigned officer of the City, the execution and
delivery by the City of the City Documents and the approval by the City of the Official Statement
and compliance with the provisions on the City's part contained in the City Documents, will not
conflict with or constitute a breach of or default under any law, administrative regulation, judgment,
decree, loan agreement, indenture, trust agreement, bond, note, resolution, agreement or other
instrument to which the City is a party or is otherwise subject to, which conflict, breach or default
has or may have a material adverse effect on the ability of the City to carry out its obligations under
the City Documents, nor will any such execution, delivery, adoption or compliance result in the
creation or imposition of any material lien, charge or other security interest or encumbrance of any
nature whatsoever upon any of the properties or assets of City under the terms of any such law,
administrative regulation, judgment, decree, loan agreement, indenture, trust agreement, bond, note,
resolution, agreement or other instrument, except as provided by the City Documents.
(e) The City will advise the Underwriter promptly of any proposal to amend or
supplement the Official Statement and will not effect or consent to any such amendment or
supplement without the consent of the Underwriter, which consent will not be unreasonably
withheld. The City will advise the Underwriter promptly of the institution of any proceedings known
to it by any governmental Authority prohibiting or otherwise affecting the use of the Official
Statement in connection with the offering, sale or distribution of the Bonds.
(f) To the knowledge of the undersigned officer of the City, after reasonable
inquiry, 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 or other instrument to which the City is a
party or is otherwise subject, 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, in each case which breach or default has or may have a material adverse effect on the
ability of the City to perform its obligations under the City Documents.
(g) The financial statements relating to the receipts, expenditures and cash
balances of the City as of June 30, 2011 as set forth in the Official Statement fairly represent the
receipts, expenditures and cash balances of the General Fund. Except as disclosed in the Preliminary
Official Statement, the Official Statement or otherwise disclosed in writing to the Underwriter, there
50452984.6
Al
has not been any materially adverse change in the financial condition of the General Fund or in its
operations since June 30, 2011 and, except as disclosed in the Preliminary Official Statement, the
Official Statement or otherwise disclosed in writing to the Underwriter, there has been no
occurrence, circumstance or combination thereof which is reasonably expected to result in any such
materially adverse change.
(h) As of the time of acceptance hereof and as of the date of Closing, no action,
suit, proceeding, inquiry or investigation, at law or in equity, before or by any court, government
agency, public board or body, is pending or, to the knowledge of the officers of the City, threatened
(i) in any way questioning the corporate existence of the City or the titles of the officers of the City to
their respective offices; (ii) affecting, contesting or seeking to prohibit, restrain or enjoin the
execution or delivery of any of the Bonds, or in any way contesting or affecting the validity of the
Bonds or the City Documents or the consummation of the transactions contemplated thereby, or
contesting the exclusion of the interest on the Bonds from gross income for federal income tax
purposes or contesting the power of the City to enter into the City Documents; (iii) which may result
in any material adverse change to the financial condition of the City or to its ability to pay the Lease
Payments when due; or (iv) contesting the completeness or accuracy of the Preliminary Official
Statement or the Official Statement or any supplement or amendment thereto or asserting that the
Preliminary Official Statement or the Official Statement 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,
and there is no basis for any action, suit, proceeding, inquiry or investigation of the nature described
in clause (i) through (iv) of this sentence.
(i) To the extent required by law, the City will undertake, pursuant to the
Continuing Disclosure Certificate, to provide annual reports and notices of certain events. A
description of this undertaking is set forth in Appendix C to the Preliminary Official Statement and
will also be set forth in the final Official Statement. Except as otherwise disclosed in the Official
Statement, the City has never failed to comply in all material respects with any previous
undertakings with regard to the Rule 15c2-12 to provide annual reports or notices of material
events with respect to the last five years.
(j) Any certificate signed by any officer of the City authorized to execute such
certificate in connection with the issuance, sale and delivery of the Bonds and delivered to the
Underwriter shall be deemed a representation and warranty of the City to the Underwriter and the
Authority as to the statements made therein but not of the person signing such certificate.
(k) The City has never failed to comply in all material respects with any previous
undertakings with regard to Rule 15c2-12 to provide annual financial and operating data or notices of
material events.
(1) As of the date hereof, the City does not have any material obligations secured
by payments from the General Fund of the City, except as disclosed in the Official Statement.
Section 8. Conditions to the Obligations of the Underwriter. The Underwriter has
entered into this Purchase Agreement in reliance upon the representations and warranties of the
Authority and the City contained herein. The obligations of the Underwriter to accept delivery of
and pay for the Bonds on the date of the Closing shall be subject, at the option of the Underwriter, to
the accuracy in all material respects of the statements of the officers and other officials of the
50452984.6
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Authority and of the City, as well as authorized representatives of Bond Counsel, the Trustee,
Disclosure Counsel and the Financial Advisor made in any Bonds or other documents furnished
pursuant to the provisions hereof; to the performance by the Authority and the City of their
obligations to be performed hereunder at or prior to the date of the Closing; and to the following
additional conditions:
(a) The representations, warranties and covenants of the City and the Authority
contained herein shall be true, complete and correct at the date hereof and at the time of the Closing,
as if made on the date of the Closing;
(b) At the time of Closing, the Legal Documents shall be in full force and effect
as valid and binding agreements between or among the various parties thereto, and the Legal
Documents and the Official Statement shall not have been amended, modified or supplemented
except as may have been agreed to in writing by the Underwriter, and all such reasonable actions as,
in the opinion of Bond Counsel, shall reasonably deem necessary in connection with the transactions
contemplated hereby;
(c) At the time of the Closing, no default shall have occurred or be existing under
the Authority Documents, the City Documents, or any other agreement or document pursuant to
which any of the City's financial obligations were executed and delivered, and the City shall not be
in default in the payment of principal or interest with respect to any of its financial obligations, which
default would adversely impact the ability of the City to make the Lease Payments;
(d) In recognition of the desire of the Authority, the City and the Underwriter to
effect a successful public offering of the Bonds, and in view of the potential adverse impact of any of
the following events on such a public offering, this Agreement shall be subject to termination in the
absolute discretion of the Underwriter by notification, in writing, to the Authority and the City prior
to delivery of and payment for the Bonds, if at any time prior to such time, regardless of whether any
of the following statements of fact were in existence or known of on the date of this Purchase
Agreement:
(i) any event shall occur which makes untrue any statement or results in
an omission to state a material fact necessary to make the statements in the Official
Statement, in the light of the circumstances under which they were made, not
misleading, which event, in the reasonable opinion of the Underwriter would
materially or adversely affect the ability of the Underwriter to market the Bonds; or
(ii) the marketability of the Bonds or the market price thereof, in the
opinion of the Underwriter, has been materially adversely affected by an amendment
to the Constitution of the United States or by any legislation in or by the Congress of
the United States or by the State of California, or the amendment of legislation
pending as of the date of this Purchase Agreement in the Congress of the United
States, or the recommendation to Congress or endorsement for passage (by press
release, other form of notice or otherwise) of legislation by the President of the
United States, the Treasury Department of the United States, the Internal Revenue
Service or the Chairman or ranking minority member of the Committee on Finance of
the United States Senate or the Committee on Ways and Means of the United States
House of Representatives, or the proposal for consideration of legislation by either
such Committee or by any member thereof, or the presentment of legislation for
50452984.6
8
consideration as an option by either such Committee, or by the staff of the Joint
Committee on Taxation of the Congress of the United States, or the favorable
reporting for passage of legislation to either House of the Congress of the United
States by a Committee of such House to which such legislation has been referred for
consideration, or any decision of any federal or state court or any ruling or regulation
(final, temporary or proposed) or official statement on behalf of the United States
Treasury Department, the Internal Revenue Service or other federal or State authority
affecting the federal or State tax status of the Authority or the City, or the interest on
or with respect to bonds or notes (including the Bonds); or
(iii) any legislation, ordinance, rule or regulation shall be introduced in, or
be enacted by any governmental body, department or agency of the State, or a
decision by any court of competent jurisdiction within the State shall be rendered
which materially adversely affects the market price of the Bonds; or
(iv) an order, decree or injunction issued by any court of competent
jurisdiction, or order, ruling, regulation (final, temporary or proposed), official
statement or other form of notice or communication issued or made by or on behalf of
the Securities and Exchange Commission, or any other governmental agency having
jurisdiction of the subject matter, to the effect that: (i) obligations of the general
character of the Bonds, or the Bonds, including any or all underlying arrangements,
are not exempt from registration under the Securities Act of 1933, as amended, or that
the Trust Agreement is not exempt from qualification under the Trust Indenture Act
of 1939, as amended; or (ii) the issuance, offering or sale of obligations of the general
character of the Bonds, or the issuance, offering or sale of the Bonds, including any
or all underlying obligations, as contemplated hereby or by the Official Statement, is
or would be in violation of the federal securities laws as amended and then in effect;
or
(v) legislation shall be enacted by the Congress of the United States, or a
decision by a court of the United States shall be rendered, to the effect that
obligations of the general character of the Bonds, or the Bonds are not exempt from
registration under or other requirements 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 that the Trust Agreement is not exempt from qualification under or other
requirements of the Trust Indenture Act of 1939, as amended and as then in effect; or
(vi) additional material restrictions not in force as of the date hereof shall
have been imposed upon trading in securities generally by any domestic
governmental authority or by any domestic national securities exchange, which are
material to the marketability of the Bonds; or
(vii) a general banking moratorium shall have been declared by federal,
State or New York authorities, or the general suspension of trading on any national
securities exchange; or
(viii) there shall have occurred any outbreak or escalation of hostilities,
declaration by the United States of a national emergency or war or other calamity or
crisis the effect of which on financial markets is materially adverse such as to make
50452984.6
9
it, in the sole judgment of the Underwriter, impractical to proceed with the purchase
or delivery of the Bonds as contemplated by the final Official Statement (exclusive of
any amendment or supplement thereto); or
(ix) any rating of the Bonds or the rating of any obligations of the City
secured by the City's general fund shall have been downgraded or withdrawn by a
national rating service, which, in the opinion of the Underwriter, materially adversely
affects the market price of the Bonds; or
(x) the commencement of any action, suit or proceeding described in
Section 6(g) or Section 7(h);
(e) at or prior to the Closing, the Underwriter shall receive the following
documents, in each case to the reasonable satisfaction in form and substance of the Underwriter:
(i) all resolutions relating to the Bonds adopted by the Authority and
certified by an authorized official of the Authority authorizing the execution and
delivery of the Bonds, the Authority Documents and the Official Statement;
(ii) all resolutions relating to the Bonds adopted by the City and certified
by an authorized official of the City authorizing the execution and delivery of the
City Documents and the delivery of the Bonds and the Official Statement;
(iii) the Legal Documents duly executed and delivered by the respective
parties thereto, with only such amendments, modifications or supplements as may
have been agreed to in writing by the Underwriter;
(iv) the approving opinion of Jones Hall, A Professional Law Corporation,
Bond Counsel, dated the date of Closing and addressed to the Authority and the City,
in substantially the form attached as Appendix D to the Official Statement, and a
reliance letter thereon addressed to the Underwriter;
(v) a supplemental opinion of Bond Counsel dated the date of Closing
and addressed to the Underwriter, to the effect that:
(A) the statements on the cover of the Official Statement and in
the Official Statement under the captions "INTRODUCTION," "THE
BONDS," "SOURCES OF PAYMENT FOR THE BONDS", "THE
FINANCING PLAN," and "LEGAL MATTERS — Tax Exemption," and in
"APPENDIX A — SUMMARY OF PRINCIPAL LEGAL DOCUMENTS"
and "APPENDIX D —FORM OF BOND COUNSEL'S OPINION," excluding
any material that may be treated as included under such captions and
appendices by any cross-reference, insofar as such statements expressly
summarize provisions of the Bonds, the Site Lease, the Lease Agreement, the
Assignment Agreement, the Trust Agreement, the Escrow Agreement and
Bond Counsel's final opinion concerning certain federal tax matters relating
to the Bonds, are accurate in all material respects as of the date of Closing;
provided, that Bond Counsel need not express any opinion with respect to any
50452984.6
10
City;
financial or statistical data contained therein or with respect to DTC or the
book -entry system in which the Bonds are initially delivered;
(B) The Purchase Agreement and the Escrow Agreement have
been duly authorized, executed and delivered by the City and the Authority
and are the valid, legal and binding agreements of the City and the Authority
enforceable in accordance with their terms, except that the rights and
obligations under the Purchase Agreement and the Escrow Agreement are
subject to bankruptcy, insolvency, reorganization, moratorium, fraudulent
conveyance and other similar laws affecting creditors' rights, to the
application of equitable principles if equitable remedies are sought, to the
exercise of judicial discretion in appropriate cases and to limitations on legal
remedies against public agencies in the State, and provided that no opinion is
expressed with respect to any indemnification or contribution provisions
contained therein.
(C) The Bonds are not subject to the registration requirements of
the Securities Act of 1933, as amended, and the Trust Agreement is exempt
from qualification under the Trust Indenture Act of 1939, as amended.
(D) The Prior Bonds have been defeased pursuant to the terms of
the Trust Agreement.
(vi) the Official Statement, executed on behalf of the Authority and the
(vii) evidence that the Bonds have been rated "A" by Standard &Poor's;
(viii) a certificate, dated the date of Closing, signed by a duly authorized
officer of the Authority satisfactory in form and substance to the Underwriter to the
effect that: (i) the representations, warranties and covenants of the Authority
contained in this Purchase Agreement are true and correct in all material respects on
and as of the date of Closing with the same effect as if made on the date of the
Closing by the Authority, 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 the date of Closing; (ii) to such officer's knowledge, no event affecting
the Authority has occurred since the date of the Official Statement which should be
disclosed in the Official Statement for the purposes for which it is to be used or
which is necessary to disclose therein in order to make the statements and
information therein not misleading in any material respect; (iii) the information and
statements contained in the Official Statement (other than information relating to
DTC and its book -entry system) did not as of its date and do not as of the Closing
contain an untrue statement of a material fact or omit to state any material fact
necessary to make the statements therein, in the light of the circumstances under
which they were made, not misleading in any material respect; and (iv) to its
knowledge, 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
50452984.6
11
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;
(ix) a certificate, dated the date of Closing, signed by a duly authorized
officer of the City satisfactory in form and substance to the Underwriter to the effect
that: (i) the representations, warranties and covenants of the City contained in this
Purchase Agreement are true and correct in all material respects on and as of the date
of Closing with the same effect as if made on the date of the Closing by the City, and
the City has complied with all of the terms and conditions of the Purchase Agreement
required to be complied with by the City at or prior to the date of Closing; (ii) to such
officer's knowledge, no event affecting the City has occurred since the date of the
Official Statement which should be disclosed in the Official Statement for the
purposes for which it is to be used or which is necessary to disclose therein in order
to make the statements and information therein not misleading in any material
respect; (iii) the information and statements contained in the Official Statement (other
than information relating to DTC and its book -entry system) did not as of its date and
do not as of the Closing contain an untrue statement of a material fact or omit to state
any material fact necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading in any material respect;
(iv) to 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 (v) no
further consent is required for inclusion of its audited financial statements in the
Official Statement;
(x) an opinion dated the date of Closing and addressed to the
Underwriter, the Trustee and Bond Counsel, of the Office of the City Attorney of the
City of Palm Springs, as Counsel to the Authority, to the effect that:
(A) the Authority is a joint exercise of powers authority organized
and existing under the laws of the State of California;
(B) the resolution of the Authority approving and authorizing the
execution and delivery of the Authority Documents, the Bonds and the
Official Statement and other actions of the Authority was duly adopted at a
meeting of the governing body of the Authority which was called and held
pursuant to law and with all public notice required by law and at which a
quorum was present and acting throughout, and the resolution is now in full
force and effect and has not been amended or superseded in any way;
50452984.6
12
(C) the Authority Documents are valid, legal and binding
agreements of the Authority enforceable against the Authority (assuming due
authorization, execution and delivery by and validity against the other parties
thereto);
(D) to the knowledge of such counsel there is no action, suit,
proceeding, inquiry or investigation at law or in equity before or by any court
or public body pending with respect to which the Authority has been served
or, to the such counsel's knowledge, threatened against or affecting the
Authority, except as may be disclosed in the Official Statement, which would
materially adversely impact the Authority's ability to complete the
transactions contemplated by the Authority Documents, the Official
Statement or any other document or certificate related to such transactions,
restrain or enjoin the collection of Lease Payments with respect to the Lease
Agreement, or in any way contesting or affecting the validity of the Bonds,
the Official Statement, the Authority Documents or the transactions described
in and contemplated thereby wherein an unfavorable decision, ruling or
finding would materially adversely affect the validity and enforceability of
the Bonds or the Authority Documents or in which a final adverse decision
could materially adversely affect the operations of the Authority;
(E) the execution and delivery of the Authority Documents and
the issuance of the Bonds and compliance with the provisions thereof, do not
and will not in any material respect conflict with or constitute on the part of
the Authority a breach of or default under any agreement or other instrument
to which the Authority is a party or by which it is bound or any existing law,
regulation, court order or consent decree to which the Authority is subject,
which breach or default has or may have a material adverse effect on the
ability of the Authority to perform. its obligations under the Authority
Documents;
(F) no authorization, approval, consent, or other order of the State
of California or any other governmental body within the State of California is
required for the valid authorization, execution and delivery of the Authority
Documents or the Official Statement by the Authority or the consummation
by the Authority of the transactions on its part contemplated therein, except
such as have been obtained and except such as may be required under state
securities or blue sky laws in connection with the purchase and distribution of
the Bonds by the Underwriter; and
(G) based on the information made available to such counsel 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
caption entitled "INTRODUCTION — The Authority," nothing has come to
its attention which would lead it to believe that the statements contained in
the above -referenced caption as of the date of the Official Statement and as of
the date of Closing contained or contains any untrue statement of a material
fact or omitted or omits to state a material fact necessary to make the
50452984.6
13
statements therein, in the light of the circumstances under which they were
made, not misleading;
(xi) an opinion dated the date of Closing and addressed to the
Underwriter, the Trustee and the Bond Counsel, of the Office of the City Attorney of
the City of Palm Springs, to the effect that:
(A) the City is a chartered city and a municipal corporation duly
organized and validly existing under the Constitution and laws of the State of
California;
(B) the resolution of the City approving and authorizing the
execution and delivery of the City Documents and approving and authorizing
the issuance of the Bonds and the delivery of the Official Statement and other
actions of the City was duly adopted at a meeting of the governing body of
the City which was called and held pursuant to law and with all public notice
required by law and at which a quorum was present and acting throughout,
and the resolution is now in full force and effect and has not been amended or
superseded in any way;
(C) the City Documents are valid, legal and binding agreements
of the City enforceable against the City (assuming due authorization,
execution and delivery by and validity against the other parties thereto);
(D) there is no action, suit, proceeding, inquiry or investigation at
law or in equity before or by any court or public body pending with respect to
which the City has been served or, to such City Attorney's knowledge,
threatened against or affecting the City, except as may be disclosed in the
Official Statement, which would materially adversely impact the City's
ability to complete the transactions contemplated by the City Documents, the
Official Statement or any other document or certificate related to such
transactions, restrain or enjoin the collection of Lease Payments with respect
to the Lease Agreement, or in any way contesting or affecting the validity of
the Bonds, the Official Statement or the City Documents;
(E) the execution and delivery of the City Documents and
compliance with the provisions thereof, do not and will not in any material
respect conflict with or constitute on the part of the City a breach of or default
under any agreement or other instrument to which the City is a party or by
which it is bound or any existing law, regulation, court order or consent
decree to which the City is subject, which breach or default has or may have a
material adverse effect on the ability of the City to perform its obligations
under the City Documents;
(F) no authorization, approval, consent, or other order of the State
of California or any other governmental body within the State of California is
required for the valid authorization, execution and delivery of the City
Documents or the consummation by the City of the transactions on its part
contemplated therein, except such as have been obtained and except such as
50452984.6
14
may be required under state securities or blue sky laws in connection with the
purchase and distribution of the Bonds by the Underwriter; and
(G) based on the information made available to City Attorney, 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 DTC 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;
(xii) an opinion of Fulbright & Jaworski LLP, Disclosure Counsel to the
Authority and the City dated the date of Closing and addressed to the Authority, the
City, the Underwriter and the Financial Advisor;
(xiii) an opinion of counsel to the Trustee, addressed to the Underwriter and
the Authority, dated the date of the Closing, to the effect that:
(A) the Trustee is a national banking association duly organized
and validly existing under the laws of the United States, having full corporate
power to undertake the trust created under the Trust Agreement;
(B) the Trust Agreement and the Assignment Agreement
(collectively, the "Trustee Documents") have each been duly authorized,
executed and delivered by the Trustee and, assuming due authorization,
execution and delivery by the other parties thereto, the Trustee Documents
constitute the valid, legal and binding obligations of the Trustee enforceable
in accordance with their terms, except as enforcement thereof may be limited
by bankruptcy, insolvency or other laws affecting the enforcement of
creditors' rights generally and by the application of equitable principles, if
equitable remedies are sought;
(C) the Trustee has duly authenticated the Bonds upon the order
of Authority;
(D) the Trustee's actions in executing and delivering the Trustee
Documents are in full compliance with, and do not conflict with any
applicable law or governmental regulation and, to the best of such counsel's
knowledge, after reasonable inquiry with respect thereto, do not conflict with
or violate any contract to which the Trustee is a party or any administrative or
judicial decision by which the Trustee is bound; and
(E) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is or will be required
50452984.6
15
for the execution and delivery of the Bonds or the consummation by the
Trustee of its obligations under the Trustee Documents.
(xiv) a certificate, dated the date of Closing, signed by a duly authorized
officer of the Trustee satisfactory in form and substance to the Underwriter, to the
effect that:
(A) the Trustee is duly organized and existing as a national
banking association under the laws of the United States of America, having
the full corporate power and authority to enter into and perform its duties
under the Trustee Documents;
(B) the Trustee is duly authorized to enter into the Trustee
Documents and has duly executed and delivered the Trustee Documents, and
assuming due authorization and execution by the other parties thereto, the
Trustee Documents are legal, valid and binding upon the Trustee and
enforceable against such party in accordance with its terms;
(C) the Trustee has duly authenticated the Bonds under the Trust
Agreement and delivered the Bonds to or upon the order of the Underwriter;
and
(D) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is required for the
execution and delivery of the Bonds or the consummation by the Trustee of
its obligations under the Trustee Documents.
(xv) an opinion of counsel to the Escrow Bank, addressed to the
Underwriter and the Authority, dated the date of the Closing, to the effect that:
(A) the Escrow Bank is a national banking association duly
organized and validly existing under the laws of the United States of
America, having full corporate power to undertake the duties created under
the Escrow Agreement;
(B) the Escrow Agreement has been duly authorized, executed
and delivered by the Escrow Bank and, assuming due authorization,
execution and delivery by the other parties thereto, the Escrow Agreement
constitutes the valid, legal and binding obligation of the Escrow Bank
enforceable in accordance with its terms, except as enforcement thereof may
be limited by bankruptcy, insolvency or other laws affecting the enforcement
of creditors' rights generally and by the application of equitable principles, if
equitable remedies are sought;
(C) the Trustee's actions in executing and delivering the Escrow
Agreement are in full compliance with, and do not conflict with any
applicable law or governmental regulation and, to the best of such counsel's
knowledge, after reasonable inquiry with respect thereto, do not conflict with
50452984.6
16
or violate any contract to which the Escrow Bank is a party or any
administrative or judicial decision by which the Escrow Bank is bound; and
(D) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is or will be required
for the execution and delivery of the Bonds or the consummation by the
Escrow Bank of its obligations under the Escrow Agreement.
(xvi) a certificate, dated the date of Closing, signed by a duly authorized
official of the Escrow Bank satisfactory in form and substance to the Underwriter, to
the effect that:
(A) the Escrow Bank is duly organized and existing as a national
banking association under the laws of the United States, having the full
corporate power and authority to enter into and perform its duties under the
Escrow Agreement;
(B) the Escrow Bank is duly authorized to enter into the Escrow
Agreement and has duly executed and delivered the Escrow Agreement, and
assuming due authorization and execution by the other parties thereto, the
Escrow Agreement is legal, valid and binding upon the Escrow Bank and
enforceable against such party in accordance with its terms; and
(C) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is required for the
execution and delivery of the Escrow Agreement or the consummation by the
Trustee of its obligations under the Escrow Agreement.
(xvii) the preliminary and final Statement of Sale required to be delivered to
the California Debt and Investment Advisory Commission pursuant to Section 53583
of the California Government Code and Section 8855(g) of the Government Code;
(xviii) a copy of the executed Blanket Issuer Letter of Representations by
and between the City and DTC relating to the book -entry system;
(xix) the tax and nonarbitrage certificate by the Authority and the City in
form and substance to the reasonable satisfaction of Bond Counsel and the
Underwriter;
(xx) a title policy in form and substance acceptable to Bond Counsel, the
Underwriter and Underwriter's Counsel;
(xxi) reserved;
(xxii) an opinion Nossaman LLP ("Underwriter's Counsel") in form and
substance acceptable to the Underwriter;
50452984.6
17
(xxiii) a certificate, dated the date of the Preliminary Official Statement, of
the City, as required under Rule 15c2-12;
(xxiv) a certificate, dated the date of the Preliminary Official Statement, of
the Authority, as required under Rule 15c2-12;
(xxv) a certificate, dated the date of the Official Statement, of Harrell &
Company Advisors, LLC regarding the Official Statement in form and substance
acceptable to the Underwriter; and
(xxvi) such additional legal opinions, Bonds, proceedings, instruments or
other documents as the Underwriter or Underwriter's Counsel may reasonably
request.
Section 9. Changes in Official Statement. Within 90 days after the Closing or within
25 days following the "end of the underwriting period" (as defined in Rule 15c2-12), whichever
occurs first, if any event relating to or affecting the Bonds, the Trustee, 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 the MSRB. The Underwriter
acknowledges that the "end of the underwriting period" will be the date of Closing unless the
Underwriter otherwise notifies the City in writing that it still owns some or all of the Bonds.
Section 10. Expenses. Whether or not the transactions contemplated by this Purchase
Agreement are consummated, the Underwriter shall be under no obligation to pay, and the Authority
shall pay only from the proceeds of the Bonds, but only as the Authority and such other party
providing such services may agree, all expenses and costs of the Authority and the City incident to
the performance of their obligations in connection with the authorization, issuance, sale and delivery
of the Bonds to the Underwriter, including, without limitation, printing costs, rating agency fees and
charges, initial fees of the Trustee and Escrow Bank, including fees and disbursements of its counsel,
if any, fees and disbursements of Bond Counsel, Disclosure Counsel and other professional advisors
employed by the Authority or the City, costs of preparation, printing, signing, transportation, delivery
and safekeeping of the Bonds and for expenses (included in the expense component of the spread)
incurred by the Underwriter. The Underwriter shall pay all out-of-pocket expenses of the
Underwriter, including, without limitation, the fees and expenses of its counsel, advertising expenses,
the California Debt and Investment Advisory Commission fee, CUSIP Services Bureau charges,
regulatory fees imposed on new securities issuers and any and all other expenses incurred by the
Underwriter in connection with the public offering and distribution of the Bonds.
Section 11.. Notices. Any notice or other communication to be given to the Underwriter
under this Purchase Agreement may be given by delivering the same in writing to Stone &
Youngberg, a Division of Stifel Nicolaus, 515 South Figueroa Street, Suite 1800, Los Angeles,
California 90071, Attention: Sara Brown, Managing Director. All notices or communications
50452984.6
18
hereunder by any party shall be given and served upon each other party. Any notice or
communication to be given the Authority under this Purchase Agreement may be given by delivering
the same in writing to the City of Palm Springs Financing Authority, c/of City of Palm Springs, 3200
E. Tahquitz Canyon Way, Palm Springs, California 92262, Attention: Executive Director. Any
notice or communication to be given the City under this Purchase Agreement may be given by
delivering the same in writing to the City of Palm Springs, 3200 E. Tahquitz Canyon Way, Palm
Springs, California 92262, Attention: Assistant City Manager, with a copy to the Finance Director.
Section 12. Parties in Interest. This Purchase Agreement is made solely for the benefit
of the Authority, the City and the Underwriter (including the successors or assigns thereof) and no
other person shall acquire or have any right hereunder or by virtue hereof. All representations,
warranties and agreements of the Authority and the City in this Purchase Agreement shall remain
operative and in full force and effect regardless of any investigation made by or on behalf of the
Underwriter and shall survive the delivery of and payment for the Bonds.
Section 13. Counterparts. This Purchase Agreement may be executed by the parties
hereto in separate counterparts, each of which when so executed and delivered shall be an original,
but all such counterparts shall together constitute but one and the same instrument.
[Remainder of page intentionally left blank.]
50452984.6
19
Section 14.
the State of California.
Governing Law. This Purchase Agreement shall be governed by the laws of
STIFEL NICOLAUS & CO., INCORPORATED
dba Stone & Youngberg, a Division of Stifel Nicolaus
Accepted:
CITY OF PALM SPRINGS
FINANCING AUTHORITY
By.
Executive Director
Time of Execution: � .d e //.;2-
ATTEST:
ames Thompson, Secretary
Accepted:
CITY OF PALM SPRINGS
By:
City Manager
Time of Execution:�—-?
ATTEST:
Res Thompson, City Clerk
50452984.6
20
Managing Director
APPROVE TO FORM
Authorio Counsel
APPROVED BY CITY COUNCIL
i i / s co% 2011 Azso44
fiAr e-ff-5. 3-1
Section 14. Governing Law. This Purchase Agreement shall be governed by the laws of
the State of California.
Accepted:
CITY OF PALM SPRINGS
FINANCING AUTHORITY
By:
Executive Director
Time of Execution:
Accepted:
CITY OF PALM SPRINGS
By:
City Manager
Time of Execution:
50452984.6
STIFEL NICOLAUS & CO., INCORPORATED
dba Stone & Youngberg, a Division of Stifel Nicolaus
By: )V& 4&0
n ging erector
20
APPROVED AS TO FORM
Authority Counsel
APPROVED AS TO FORM
City Attorney
EXHIBIT A
MATURITY SCHEDULE
Maturity Date
Principal
Interest
(November 1)
Amount
Rate
Yield
Price
2012
$1,180,000
2.000%
0.650%
100.929
2013
1,205,000
2.000
0.920
101.808
2014
1,200,000
2.000
1.300
101.844
2015
1,255,000
3.000
1.680
104.704
2016
1,305,000
3.000
2.000
104.455
2017
1,280,000
3.000
2.240
104.038
2018
1,370,000
3.000
2.530
102.874
2019
1,420,000
3.000
2.830
101.165
2020
1,460,000
3.000
3.030
99.769
2021
1,000,000
4.000
3.170
106.875
2021
505,000
3.000
3.170
98.588
2022
2,050,000
4.000
3.320
106.074
2022
500,000
3.125
3.320
98.253
2023
2,645,000
3.250
3.450
98.085
2024
2,740,000
3.375
3.540
98.321
2025
2,865,000
5.000
3.640
111.951
50452984.6
A-1