HomeMy WebLinkAboutSan Luis Obispo 2018 LRRBs BPA - Clean SH DRAFT #3
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$__,__,000
SAN LUIS OBISPO PUBLIC FINANCING AUTHORITY
LEASE REVENUE REFUNDING BONDS, SERIES 2018
BOND PURCHASE AGREEMENT
________, 2018
San Luis Obispo Public Financing Authority
990 Palm Street
San Luis Obispo, California 93401
City of San Luis Obispo
990 Palm Street
San Luis Obispo, California 93401
Ladies and Gentlemen:
Raymond James & Associates, Inc. (the “Underwriter”) hereby offers to enter into this Bond
Purchase Agreement (the “Bond Purchase Agreement”) with the San Luis Obispo Public Financing
Authority (the “Authority”), a joint exercise of powers entity duly organized and existing under the laws of
the State of California (the “State”), and the City of San Luis Obispo (the “City”), a charter city duly
organized and existing under the laws of the State, which upon written acceptance of this offer will be
binding upon the Authority, the City, and the Underwriter. This offer is made subject to the written
acceptance of the Authority and the City on or before 11:59 p.m., California 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 and not defined herein shall have the same meanings as set forth in the Trust
Agreement dated as of _______ 1, 2018 (the “Trust Agreement”), between the Authority and U.S. Bank
National Association, as trustee (the “Trustee”).
Section 1. Purchase and Sale of the Bonds
(a) Subject to the terms and conditions and in reliance upon the representations, warranties
and agreements set forth herein, the Underwriter hereby agrees to purchase from the Authority, and the
Authority hereby agrees to sell and deliver to the Underwriter, all (but not less than all) of the $__,__,000
aggregate principal amount of the San Luis Obispo Public Financing Authority Lease Revenue Bonds,
Series 2018 (the “Bonds”). The Bonds will be issued on the Closing Date (as defined herein), in the
principal amount of $__,__,000. The Bonds will bear interest at the rates and will mature on the dates, and
will be subject to redemption, all set forth on Schedule I attached hereto. The purchase price for the Bonds
shall be $_______, being the principal amount of the Bonds, plus net original issue premium of $________,
and less an Underwriter’s discount of $_______.
(b) The Authority and the City each acknowledges and agrees that (i) the purchase and sale of
the Bonds pursuant to this Bond Purchase Agreement is an arm’s-length commercial transaction between
the Authority and the City, on one hand, and the Underwriter, on the other; (ii) in connection with such
transaction, including the process leading thereto, the Underwriter is acting solely as a principal and not as
an agent or a fiduciary of the Authority or the City; (iii) the Underwriter has neither assumed an advisory
or fiduciary responsibility in favor of the Authority or the City with respect to the offering of the Bonds or
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the process leading thereto (whether or not the Underwriter, or any affiliate of the Underwriter, has advised
or is currently advising the Authority or the City on other matters) nor has it assumed any other contractual
obligation to the Authority or the City except the obligations expressly set forth in this Bond Purchase
Agreement; (iv) the Underwriter has financial and other interests that differ from those of the Authority and
the City; and (v) the Authority and the City have each consulted with its own legal and financial advisors
to the extent it deemed appropriate in connection with the offering of the Bonds.
Section 2. Description and Purpose of the Bonds
(a) The Bonds shall be substantially in the form described in, shall be issued and secured under
the provisions of, and shall be payable as provided in the Trust Agreement.
(b) The Bonds are authorized to be issued pursuant to the Joint Exercise of Powers Act (being
Chapter 5 of Division 7 of Title 1 of the California Government Code, as amended) and all laws amendatory
thereof or supplemental thereto (the “Act”). The Bonds are limited obligations of the Authority and, as and
to the extent set forth in the Trust Agreement, are payable solely from and secured by a pledge, charge and
lien upon the Revenues (as defined in the Trust Agreement), which are derived from Base Rental Payments
and other payments made by the City and received by the Authority, and all interest or other investment
income thereon, pursuant to the Facility Lease, dated as of _______ 1, 2018 (as amended from time to time,
the “Facility Lease”), by and between the Authority and the City, and certain other moneys and securities
held by the Trustee as provided in the Trust Agreement.
(c) The proceeds of the Bonds will be used to: (i) refund and defease $3,510,000 outstanding
principal amount of City of San Luis Obispo Capital Improvement Board 2005 Lease Revenue Bonds
(County of San Luis Obispo, California) (the “2005 Bonds”), $12,455,000 outstanding principal amount of
City of San Luis Obispo Capital Improvement Board 2006 Lease Revenue Bonds (919 Palm Street Public
Parking and City Office Project) (the “2006 Bonds”), and $6,280,000 outstanding principal amount of City
of San Luis Obispo Capital Improvement Board 2009 Lease Revenue Bonds (Public Safety
Communications and Emergency Operations Center Project) (Bank Qualified) the “2009 Bonds” and,
collectively with the 2005 Bonds and the 2006 Bonds, the “Prior Bonds”) the proceeds of which were used
to finance certain capital improvements for the City; and (ii) pay the costs incurred with the issuance and
sale of the Bonds.
(d) A portion of the proceeds from the sale of the Bonds will be deposited in the Redemption
Fund established under the respective indenture of trust with respect to the Prior Bonds to refund and
defease the related series of Prior Bonds.
Section 3. Public Offering
The Underwriter agrees to make a bona fide public offering of all the Bonds initially at the public
offering prices (or yields) set forth on Schedule I 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 it deems necessary in connection with the marketing of the Bonds, provided that the
Underwriter shall not change the interest rates set forth on Schedule I. The Bonds may be offered and sold
to certain dealers at prices lower than such initial public offering prices.
Section 4. Delivery of Official Statement; Continuing Disclosure
(a) The Authority and the City have delivered or caused to be delivered to the Underwriter
prior to the execution of this Bond Purchase Agreement, copies of the preliminary official statement with
respect to the Bonds, dated _______, 2018 (the “Preliminary Official Statement”). Such Preliminary
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Official Statement is the official statement deemed final by the City for purposes of Rule 15c2-12 under
the Securities Exchange Act of 1934 (the “Rule”) and approved by the City for distribution by the
Underwriter by the City Resolution (as defined herein). As authorized by the City Resolution and the
Authority Resolution (each as defined herein), the City hereby ratifies and confirms its authorization of the
use by the Underwriter before the date hereof of the Preliminary Official Statement.
(b) Within seven (7) business days from the date hereof, and in any event not later than two
business days prior to the Closing Date, the City shall deliver to the Underwriter a final Official Statement,
executed on behalf of the City by authorized representatives of the City and on behalf of the Authority by
authorized representatives of the Authority, which shall include information permitted to be omitted from
the Preliminary Official Statement by paragraph (b)(1) of the Rule and with such other amendments or
supplements as shall have been approved by the Authority, the City and the Underwriter (the “Final Official
Statement”) and such additional conformed copies thereof as the Underwriter may reasonably request to
meet potential customer requests for copies of the Final Official Statement to comply with the Rule and
rules of the Municipal Securities Rulemaking Board (the “MSRB”). It is acknowledged by the Authority
and the City that the Underwriter may deliver the Preliminary Official Statement and a Final Official
Statement electronically over the internet and in printed paper form. For purposes of this Bond Purchase
Agreement, the printed paper form of the Preliminary Official Statement and the Final Official Statement
are deemed controlling. The Underwriter agrees to file a copy of the Final Official Statement, including
any supplements prepared by the City, with the MSRB on its Electronic Municipal Markets Access
(“EMMA”) system. The Final Official Statement shall be in substantially the same form as the Preliminary
Official Statement and, other than information previously permitted to have been omitted by the Rule, the
Authority and the City shall only make such other additions, deletions, revisions and recent developments
in the Final Official Statement as shall be approved by the Underwriter. The Underwriter hereby agrees to
cooperate and assist in the preparation of the Final Official Statement. The Authority and the City hereby
agree to deliver to the Underwriter an electronic copy of the Final Official Statement in a form that permits
the Underwriter to satisfy its obligations under the rules and regulations of the MSRB and the U.S.
Securities and Exchange Commission (“SEC”). The Authority and the City hereby authorize the
Underwriter to use the Final Official Statement and the information contained therein in connection with
the offering and sale of the Bonds. The Final Official Statement, including the cover pages, the appendices
thereto and all information incorporated therein by reference are hereinafter referred collectively to as the
“Official Statement.”
(c) To enable the Underwriter to comply with the Rule, the City will execute a Continuing
Disclosure Certificate concurrently with issuance of the Bonds substantially in the form attached as
Appendix E to the Official Statement (the “Continuing Disclosure Certificate”).
Section 5. Closing
At 8:30 a.m. California time on _______, 2018, or such other time as shall be agreed upon by the
Underwriter, the Authority and the City (the “Closing Date”), the City will deliver or cause to be delivered
to the Underwriter at the offices of Orrick, Herrington & Sutcliffe LLP, bond counsel to the Authority
(“Bond Counsel”) in Los Angeles, California (or such other location as may be designated by the
Underwriter and approved by the Authority and the City) the closing documents hereinafter mentioned and,
through the facilities of The Depository Trust Company, the Bonds in the form of registered book-entry
bonds evidenced by one certificate for each maturity, interest rate and series of Bonds (which may be
typewritten) in denominations of $5,000 or any multiple thereof, duly executed by the Authority and
authenticated by the Trustee, and subject to the terms and conditions hereof the Underwriter will accept
delivery of the Bonds in book-entry form, and the Underwriter will pay the purchase price of the Bonds set
forth in Section 1 by Federal Funds wire (such delivery and payment being herein referred to as “Closing”).
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Section 6. Representations, Warranties and Agreements of the Authority
The Authority represents, warrants and covenants with the Underwriter that:
(a) the Authority is a joint exercise of powers entity duly organized and existing under the
laws of the State and a Joint Exercise of Powers Agreement dated September 8, 2014 (the “JPA
Agreement”), by and between the City and the City of San Luis Obispo Parking Authority, with full legal
right, power and authority to issue, sell and deliver the Bonds to the Underwriter pursuant to the Trust
Agreement, and execute, deliver and perform its obligations, as the case may be, under this Bond Purchase
Agreement, the Trust Agreement, Facility Lease, the Site Lease, dated as of _______ 1, 2018 (the “Site
Lease”), by and between the City and the Authority, as lessee, and the Bonds, (collectively, the “Authority
Legal Documents”) and to carry out and consummate all transactions contemplated by each of the aforesaid
documents and the Official Statement, and compliance with the provisions of the Authority Legal
Documents will not materially conflict with or constitute a breach of or default under any applicable
constitutional provision, law, administrative regulation, court order or consent decree or any applicable
judgment or decree or any loan agreement, note, resolution, indenture, agreement or other instrument to
which the Authority is a party or it or any of its assets may be otherwise subject;
(b) the resolution adopted by the Authority on _______, 2018 approving and authorizing the
issuance of the Bonds and the execution and delivery by the Authority of the Authority Legal Documents
and the preparation and distribution of the Preliminary Official Statement and the Official Statement (the
“Authority Resolution”) was duly adopted at a meeting of the governing board of the Authority 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 is in full force and effect and has not been amended or repealed;
(c) when delivered by the Authority and paid for by the Underwriter in accordance with the
provisions of this Bond Purchase Agreement, the Bonds will have been duly authorized, executed and
delivered and will constitute the valid and binding limited obligations of the Authority in conformity with,
and entitled to the benefit and security of, the Trust Agreement;
(d) the Authority has duly authorized and approved the issuance of the Bonds and the
execution and delivery of the Authority Legal Documents and when executed and delivered, the Authority
Legal Documents, assuming due authorization, execution and delivery by the other respective parties
thereto, as applicable, will constitute the legally valid and binding obligations of the Authority enforceable
in accordance with their respective 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;
(e) at the date hereof and as of the Closing Date, except as otherwise disclosed in the
Preliminary Official Statement and the Official Statement, the Authority will be in compliance with the
covenants and agreements contained in the Authority Legal Documents, and no event of default and no
event has occurred and is continuing which, with the passage of time or giving of notice, or both, would
constitute an event of default thereunder shall have occurred and be continuing;
(f) all approvals, consents and orders of any governmental authority or agency having
jurisdiction in the matter which would constitute a condition precedent to the due performance by the
Authority of its obligations under the Authority Legal Documents have been duly obtained or made, and
are, and will be as of the Closing Date, in full force and effect;
(g) the Authority will comply with the requirements of the Tax Certificate executed by the
Authority in connection with the delivery of the Bonds;
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(h) any certificate signed by any officer of the Authority and delivered to the Underwriter
pursuant to the Authority Legal Documents or any document contemplated hereby or thereby shall be
deemed a representation and warranty by the Authority to the Underwriter as to the statements made therein
and that such officer shall have been duly authorized to execute the same;
(i) the Trust Agreement creates a valid pledge of and grant of a first, direct and exclusive
charge and lien on the Project Revenues (as defined in the Trust Agreement) purported to be pledged
thereby, subject to no prior pledges, liens or security interests;
(j) the information under the headings “THE AUTHORITY” and “LITIGATION–The Authority”
in the Preliminary Official Statement as of its date and as of the date hereof, and in the Official Statement
is, and at all times subsequent to the date of the Official Statement up to and including the Closing will be,
true and correct in all material respects, and the Official Statement contains and up to and including the
Closing will contain no misstatement of any material fact and does not, and up to and including the Closing
will not, omit any statement necessary to make the statements contained therein, in the light of the
circumstances in which such statements were made, not misleading;
(k) 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;
(l) as of the time of acceptance hereof and as of the time of the Closing, the Authority is not
and will not be in breach of or in default under any applicable constitutional provision, law or administrative
rule or regulation of the State or the United States, or any applicable judgment or decree or any trust
agreement, loan agreement, bond, note, resolution, ordinance, agreement or other instrument to which the
Authority is a party or it or any of its assets 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 event of
default under any such instrument which breach or default would materially adversely affect the security
of the Bonds or the Authority’s performance under the Authority Legal Documents; and, as of such times,
except as disclosed in the Preliminary Official Statement and the Official Statement, the authorization,
execution and delivery of the Authority Legal Documents and the Bonds and compliance with the
provisions of each of such agreements or instruments do not and will not conflict with or constitute a breach
of or default under any applicable constitutional provision, law or administrative rule or regulation of the
State or the United States or any applicable judgment, decree, license, permit, trust agreement, loan
agreement, bond, note, resolution, ordinance agreement or other instrument to which the Authority (or any
of its officers in their respective capacities as such) is subject, or by which it or any of its properties is
bound; nor will any such authorization, execution, delivery 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 its assets or properties or under the terms of any such law, regulation or instrument, except as may be
provided by the Bonds and the Authority Legal Documents; and
(m) as of the time of acceptance hereof and the Closing, except as disclosed in the Preliminary
Official Statement and the Official Statement, 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 best of
the Authority’s knowledge after reasonable investigation, 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 issuance, sale or delivery of any of the
Bonds, or the payment or collection of any amounts pledged or to be pledged to pay the principal of and
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interest on the Bonds, or in any way contesting or affecting the validity of the Bonds, the Authority Legal
Documents or the consummation of the transactions contemplated thereby or hereby, 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 or its authority to issue the Bonds; (iii) which may result in any material adverse
change relating to the Authority; 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 clauses (i) through (iv) of this
sentence.
All representations, warranties and agreements of the Authority shall remain operative and in full
force and effect, regardless of any investigations made by or on the Underwriter’s behalf, and shall survive
the delivery of the Bonds.
Section 7. Representations, Warranties and Agreements of the City
The City represents, warrants and covenants with the Underwriter that:
(a) the City is a charter city duly organized and existing under the laws of the State;
(b) the City has full legal right, power and authority to execute, deliver and perform its
obligations, as the case may be, under this Bond Purchase Agreement, the Facility Lease, the Site Lease,
the Escrow Agreement, and the Continuing Disclosure Certificate (collectively, the “City Legal
Documents”) and to carry out and consummate all transactions contemplated by each of the aforesaid
documents and the Official Statement, and compliance with the provisions of the City Legal Documents
will not materially conflict with or constitute a breach of or default under any applicable constitutional
provision, law, administrative regulation, court order or consent decree or any applicable judgment or
decree or any loan agreement, note, resolution, indenture, agreement or other instrument to which the City
is a party or it or any of its assets may be otherwise subject;
(c) the resolution adopted by the City Council of the City on _______, 2018 approving and
authorizing the execution and delivery by the City of the City Legal Documents and the preparation and
distribution of the Preliminary Official Statement and the Official Statement (the “City Resolution”) was
duly adopted at a meeting of the City Council of the City 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 is in full force and
effect and has not been amended or repealed;
(d) by adoption of the City Resolution, the City has duly authorized and approved the
execution and delivery by the City of the City Legal Documents and when executed and delivered, the City
Legal Documents, assuming due authorization, execution and delivery by the other respective parties
thereto, as applicable, will constitute the legally valid and binding obligations of the City enforceable in
accordance with their respective 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;
(e) at the date hereof and as of the Closing Date, except as otherwise disclosed in the
Preliminary Official Statement and the Official Statement, the City will be in compliance with the covenants
and agreements contained in the City Legal Documents, and no event of default and no event has occurred
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and is continuing which, with the passage of time or giving of notice, or both, would constitute an event of
default thereunder shall have occurred and be continuing;
(f) all approvals, consents and orders of any governmental authority or agency having
jurisdiction in the matter which would constitute a condition precedent to the due performance by the City
of its obligations under the City Legal Documents have been duly obtained or made, and are, and will be
as of the Closing Date, in full force and effect;
(g) the City will comply with the requirements of the Tax Certificate executed by the City in
connection with the delivery of the Bonds;
(h) any certificate signed by any officer of the City and delivered to the Underwriter pursuant
to the City Legal Documents or any document contemplated hereby or thereby shall be deemed a
representation and warranty by the City to the Underwriter as to the statements made therein and that such
officer shall have been duly authorized to execute the same;
(i) to the best knowledge of the City there is no public vote or referendum pending or
proposed, the results of which could materially adversely affect the transactions contemplated by the City
Legal Documents or the Official Statement or the validity or enforceability of the Bonds;
(j) the Facility Lease creates a valid pledge of and grant of a first, direct and exclusive charge
and lien on the Base Rental Payments (as defined in the Facility Lease) purported to be pledged thereby,
subject to no prior pledges, liens or security interests;
(k) the Official Statement is, and at all times subsequent to the date of the Official Statement
up to and including the Closing will be, true and correct in all material respects, and the Official Statement
contains and up to and including the Closing will contain no misstatement of any material fact and does
not, and up to and including the Closing will not, omit any statement necessary to make the statements
contained therein, in the light of the circumstances in which such statements were made, not misleading
(excluding therefrom the information relating to DTC and its book-entry only system and under the caption
“UNDERWRITING,” as to which no representations or warranties are made);
(l) 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 agency prohibiting or
otherwise affecting the use of the Official Statement in connection with the offering, sale or distribution of
the Bonds;
(m) as of the time of acceptance hereof and as of the time of the Closing, the City is not and
will not be in breach of or in default under any applicable constitutional provision, law or administrative
rule or regulation of the State or the United States, or any applicable judgment or decree or any trust
agreement, loan agreement, bond, note, resolution, ordinance, agreement or other instrument relating to the
City to which the City is a party or any of its assets 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
event of default under any such instrument which breach or default would materially adversely affect the
security of the Bonds or the City’s performance under the City Legal Documents; and, as of such times,
except as disclosed in the Preliminary Official Statement and the Official Statement, the authorization,
execution and delivery of the City Legal Documents and the Bonds and compliance with the provisions of
each of such agreements or instruments do not and will not conflict with or constitute a breach of or default
under any applicable constitutional provision, law or administrative rule or regulation of the State or the
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United States or any applicable judgment, decree, license, permit, trust agreement, loan agreement, bond,
note, resolution, ordinance agreement or other instrument relating to the City (or any of its officers in their
respective capacities as such) is subject, or by which it or any of its properties is bound; nor will any such
authorization, execution, delivery 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 its assets or properties or under
the terms of any such law, regulation or instrument, except as may be provided by the Bonds and the City
Legal Documents;
(n) as of the time of acceptance hereof and the Closing, except as disclosed in the Preliminary
Official Statement and the Official Statement, 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 best of
the City’s knowledge after reasonable investigation, 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 issuance, sale or delivery of any of the Bonds, or the
payment or collection of any amounts pledged or to be pledged to pay the principal of and interest on the
Bonds, or in any way contesting or affecting the validity of the Bonds, the City Legal Documents or the
consummation of the transactions contemplated thereby or hereby; (iii) which may result in any material
adverse change relating to the City; 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 clauses (i) through (iv) of this
sentence;
(o) for purposes of the Rule, the City has heretofore deemed final the Preliminary Official
Statement prior to its use and distribution by the Underwriter, except for the information specifically
permitted to be omitted by paragraph (b)(1) of the Rule;
(p) except as otherwise disclosed in the Preliminary Official Statement and the Official
Statement, the City has not previously failed to comply in any material respect with any continuing
disclosure obligation undertaken pursuant to the Rule; and
(q) except for information which is permitted to be omitted pursuant to the Rule, the
Preliminary Official Statement is, as of its date and as of the date hereof (excluding therefrom the
information relating to DTC and its book-entry only system, and under the caption “UNDERWRITING,” as
to which no representations or warranties are made) was and is true and correct in all material respects and
did not and does not contain any untrue or misleading statement of a material fact or omitted or omits to
state any material fact necessary to make the statements therein, in the light of the circumstances under
which they were made, not misleading.
All representations, warranties and agreements of the City shall remain operative and in full force
and effect, regardless of any investigations made by or on the Underwriter’s behalf, and shall survive the
delivery of the Bonds.
Section 8. Conditions to the Obligations of the Underwriter
The Underwriter hereby enters into this Bond Purchase Agreement in reliance upon the
representations and warranties of the Authority and the City contained herein and the representations and
warranties to be contained in the documents and instruments to be delivered on the Closing Date and upon
the performance by the Authority, the City and the Trustee of their respective obligations both on and as of
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the date hereof. Accordingly, the Underwriter’s obligations under this Bond Purchase Agreement to
purchase, to accept delivery of and to pay for the Bonds on the Closing Date shall be subject, at the option
of the Underwriter, to the accuracy of the representations and warranties of the Authority and the City
contained herein as of the date hereof and as of the Closing Date, to the accuracy of the statements of the
officers and other officials of the Authority, the City and the Trustee made in any certificate or document
furnished pursuant to the provisions hereof, to the performance by the Authority, the City and the Trustee
of their respective obligations to be performed hereunder and under the Authority Legal Documents and
the City Legal Documents to which it is a party at or prior to the date hereof and at or prior to the Closing
Date, and also shall be subject to the following additional conditions:
(a) On the Closing Date, the Authority Legal Documents shall have been duly authorized,
executed and delivered by the Authority and the City Legal Documents shall have been duly authorized,
executed and delivered by the City, all in substantially the forms heretofore submitted to the Underwriter,
with only such changes as shall have been agreed to in writing by the Underwriter, and shall be in full force
and effect; and there shall be in full force and effect such resolutions of the governing board of the Authority
and the City Council of the City as, in the opinion of the Bond Counsel, shall be necessary or appropriate
in connection with the transactions contemplated hereby;
(b) On the Closing Date, all necessary action of the Authority and the City relating to the
issuance and sale of the Bonds will have been taken and will be in full force and effect and will not have
been amended, modified or supplemented;
(c) On or prior to the Closing Date, the Underwriter shall have received the following
documents, in each case satisfactory in form and substance to the Underwriter:
(i) Authority Agreements, Authority Resolution, and JPA Agreement. The Authority
Agreements, each duly executed and delivered by the respective parties thereto, and certified copies
of the Authority Resolution and the JPA Agreement;
(ii) City Agreements and City Resolution. The City Agreements, each duly executed
by the respective parties thereto, and a certified copy of the City Resolution (defined herein);
(iii) Official Statement. A copy of the Official Statement, executed by an authorized
officer of the Authority and of the City;
(iv) Opinion of Bond Counsel. The approving opinion, dated the date hereof and
addressed to the Authority and the City, of Bond Counsel in substantially the form of Appendix D
to the Official Statement;
(v) Supplemental Opinion of Bond Counsel. A supplemental opinion or opinions of
Bond Counsel addressed to the Underwriter, in form and substance acceptable to the Underwriter,
and dated the date of the Closing substantially in the form attached as Exhibit B:
(vi) Defeasance Opinion of Bond Counsel. An opinion of Bond Counsel, dated the
Closing Date, and addressed to the U.S. Bank National Association, as trustee for the Prior Bonds
(the “Prior Bonds Trustee”), in form and substance satisfactory to the Prior Bonds Trustee and the
Underwriter, to the effect that the Prior Bonds have been prepaid and are no longer outstanding
under the respective indentures of trust for each series of Prior Bonds;
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(vii) Opinion of Authority Counsel. An opinion of the City Attorney, as Counsel to the
Authority dated the Closing Date and addressed to the Underwriter, in form and substance
acceptable to the Underwriter;
(viii) Opinion of the City Attorney. An opinion of the City Attorney to the City dated
the Closing Date and addressed to the Underwriter, to the effect that:
(A) the City is a charter city duly organized and existing under the laws of the
State;
(B) the City Resolution was duly adopted at a meeting of the City Council of
the City that 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 is in full force and effect
and has not been amended or repealed;
(C) other than as otherwise disclosed in the Preliminary Official Statement and
the Official Statement, there is no action, suit, proceeding or investigation at law or in
equity before or by any court, public board or body, pending or, to the best knowledge of
such counsel after reasonable investigation, threatened against or affecting the City, to
restrain or enjoin the execution, delivery or sale of the Bonds or the collection or payment
of Revenues that are the source of security under the Facility Lease, or the pledge thereof,
or in any way contesting or affecting the validity or enforceability of the City Legal
Documents, or in any way contesting or affecting the existence of the City or the title of
any official of the City to such person’s office, or contesting the power of the City or its
authority with respect to the City Legal Documents or 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;
(D) the execution and delivery by the City of the City Legal Documents, the
adoption of the City Resolution, and compliance by the City with the provisions of the
foregoing, under the circumstances contemplated thereby, do not and will not in any
material respect conflict with or constitute on the part of the City a breach or default under
any agreement or other instrument to which the City is a party or by which it is bound or
by any existing law, regulation, court order or consent decree to which the City or any of
its assets is subject;
(E) as authorized by the City Resolution, the City Legal Documents have been
duly authorized, executed and delivered by the City and, assuming due authorization,
execution and delivery by the other parties thereto, as applicable, constitute legal, valid and
binding agreements of the City enforceable in accordance with their respective terms,
subject to laws relating to bankruptcy, insolvency or other laws affecting the enforcement
of creditors’ rights generally and the limitations on legal remedies against public agencies
in the State and the application of equitable principles if equitable remedies are sought; and
(F) no authorization, approval, consent, or other order of the United States of
America, the State, or any other governmental authority or agency within the State having
jurisdiction over the City is required for the valid authorization, execution, delivery and
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performance by the City of the Legal Documents or for the adoption of the City Resolution
which has not been obtained;
(ix) Opinion of Underwriter’s Counsel. The opinion of Schiff Hardin, LLP
(“Underwriter’s Counsel”), dated the Closing Date and addressed to the Underwriter, to the effect
that, the on the basis of the information made available to them, no facts came to their attention in
connection with the preparation of the Official Statement which cause them to believe that the
Official Statement as of its date (excluding therefrom financial and statistical data, projections,
statements relating to DTC, Cede & Co. and the operation of the book-entry system and the
appendices, except for Appendix E “Form of Continuing Disclosure Certificate,” as to all of which
no view need be expressed) contained any untrue statement of a material fact or omitted to state a
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 the Continuing Disclosure Certificate
provides a suitable basis for the Underwriter, in connection with the Offering (as defined in Rule
15c2-12) of the Bonds to make a reasonable determination as required by section (b)(5) of such
Rule;
(x) Certificate of the Authority. A certificate of a duly authorized representative of the
Authority, dated the Closing Date, in form and substance satisfactory to the Underwriter, to the
effect that the Authority’s representations and warranties contained in the Authority Legal
Documents are true and correct on and as of the Closing Date with the same effect as if made on
the Closing Date;
(xi) Certificate of the City. A certificate of a duly authorized official of the City, dated
the Closing Date, in form and substance satisfactory to the Underwriter, to the effect that (A) the
City’s representations and warranties contained in the City Legal Documents are true and correct
on and as of the Closing Date with the same effect as if made on the Closing Date; (B) the City
Legal Documents have been executed and are in full force and effect; (C) the City has complied or
is then in compliance with all agreements and has satisfied all conditions on its part to be observed
or satisfied under each City Legal Document at or before the Closing; and (D) no event has occurred
since the date of the Official Statement which either makes untrue or incorrect in any material
respect as of the Closing Date any statement or information contained in the Official Statement, as
then supplemented or amended or is not reflected in the Official Statement but should be reflected
therein in order to make the statements therein, in light of the circumstances under which they were
made, not misleading in any material respect;
(xii) Certificate of the Trustee. A certificate of a duly authorized official of the Trustee,
dated the Closing Date, to the effect that: (A) the Trustee is a national banking association
organized and existing under and by virtue of the laws of the United States, having the full power
and being qualified to enter into and perform its duties under the Trust Agreement and to
authenticate and deliver the Bonds to the Underwriter; (B) the Trustee is duly authorized to enter
into the Trust Agreement and to authenticate and deliver the Bonds to the Underwriter pursuant to
the Trust Agreement; (C) when delivered to and paid for by the Underwriter at the Closing, the
Bonds will have been duly authenticated and delivered by the Trustee; (D) the execution and
delivery of the Trust Agreement and compliance with the provisions on the Trustee’s part contained
therein, will not conflict with or constitute a breach of or default under any law, administrative
regulation, judgment, decree, loan agreement, indenture, note, resolution, agreement or other
instrument to which the Trustee is a party or is otherwise subject (except that no representation,
warranty or agreement is made with respect to any federal or state securities or blue sky laws or
regulations), which conflict, breach or default would materially impair the ability of the Trustee to
perform its obligations under the Trust Agreement, nor will any such execution, delivery, adoption
or compliance result in the creation or imposition of any lien, charge or other security interest or
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encumbrance of any nature whatsoever upon any of the properties or assets held by the Trustee
pursuant to the lien created by the Trust Agreement under the terms of any such law, administrative
regulation, judgment, decree, loan agreement, indenture, bond, note, resolution, agreement or other
instrument, except as provided by the Trust Agreement; and (E) to the best of the knowledge of the
Trustee, it has not been served with any action, suit, proceeding, inquiry or investigation in law or
in equity, before or by any court, governmental agency, public board or body, nor is any such action
or other proceeding threatened against the Trustee, affecting the existence of the Trustee, or the
titles of its officers to their respective offices or seeking to prohibit, restrain, or enjoining the
execution and delivery of the Bonds or the collection of revenues to be applied to pay the principal,
premium, if any, and interest with respect to the Bonds, or the pledge thereof, or in any way
contesting or affecting the validity or enforceability of the Trust Agreement, or contesting the
powers of the Trustee or its authority to enter into, adopt or perform its obligations under any of
the foregoing to which it is a party, wherein an unfavorable decision, ruling or funding would
materially adversely affect the validity or enforceability of the Trust Agreement or the power and
authority of the Trustee to enter into and perform its duties under the Trust Agreement and to
authenticate and deliver the Bonds to or upon the order of the Underwriter;
(xiii) General Resolution of the Trustee. A certified copy of the general resolution of
the Trustee authorizing the execution and delivery of the Trust Agreement;
(xiv) Opinion of Counsel to the Trustee. The opinion, dated the Closing Date and
addressed to the Underwriter and the City, of Counsel to the Trustee, to the effect that: (A) the
Trustee has been duly organized as a national banking association under the laws of the United
States with trust powers, having full power and authority to enter into and to perform its duties as
Trustee under the Trust Agreement; (B) the Trustee has duly authorized, executed and delivered
the Trust Agreement, and by all proper corporate action has authorized the acceptance of the trusts
of the Trust Agreement; (C) the Trust Agreement constitutes the legally valid and binding
agreement of the Trustee, enforceable against the Trustee in accordance with its terms, and (D) the
Bonds have been validly authenticated and delivered by the Trustee to the Underwriter;
(xv) General Resolution of the Escrow Agent. A certified copy of the general resolution
of the Trustee authorizing the execution and delivery of the Escrow Agreement;
(xvi) Tax Certificate. A Tax Certificate of the Authority and the City in form and
substance acceptable to Bond Counsel;
(xvii) Evidence of Insurance. Evidence of insurance on the Facilities as required by
Article V of the Facility Lease;
(xviii) IRS Form 8038-G. Evidence that the federal tax information form 8038-G has
been prepared for filing;
(xix) CDIAC Notices of Sale. A copy of the Notice of Proposed Sale and Report of Final
Sale required to be delivered to the California Debt and Investment Advisory Commission pursuant
to Section 8855(g) of the California Government Code;
(xx) DTC Blanket Letter of Representations. A copy of the Authority’s executed
Blanket Letter of Representation to The Depository Trust Company;
(xxi) Rating Letter. Evidence of a rating of “___” by S&P Global Ratings (“S&P”),
being in full force and effect as of the Closing Date;
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(xxii) Verification Report. A report of _______________ (the “Verification Agent”)
stating that it has verified, in accordance with attestation standards established by the American
Institute of Certified Public Accountants, relating to the adequacy of the cash and securities
deposited with the trustee for the 2009 Bonds and the mathematical accuracy of the mathematical
computations of yield on the 2009 Bonds, and consenting to use of its name in the Preliminary
and final Official Statements; and
(xxiii) Additional Documents. Such additional legal opinions, certificates, instruments or
evidences thereof and other documents as the Counsel to the Underwriter or Bond Counsel may
request to evidence the due authorization, execution and delivery of the Bonds and the conformity
of the Bonds, the Authority Legal Documents and the City Legal Documents with the terms of the
Bonds and the descriptions thereof in the Official Statement.
(d) the Underwriter shall have the right to terminate this Bond Purchase Agreement, without
liability therefor, by notification to the Authority and the City if at any time at or prior to the Closing:
(i) any event shall occur or facts are discovered which causes any statement contained
in the Official Statement to be materially misleading or results in a failure of the Official Statement
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; or
(ii) the marketability of the Bonds or the market price thereof, in the reasonable
opinion of the Underwriter, has been materially and adversely affected by disruptive events,
occurrences or conditions in the securities or debt markets, including but not limited to, 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, or the amendment of legislation pending as of the date of this
Bond 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 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 materially adversely affecting the federal or
State tax status of the Authority or the City, or the interest on bonds or notes or obligations of the
general character of 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 or any court of the United States shall be rendered which,
in the reasonable opinion of the Underwriter, materially adversely affects the market price of the
Bonds; or
(iv) legislation shall be enacted by 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 any other governmental agency
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having jurisdiction of the subject matter shall be issued or made to the effect that the issuance,
offering or sale of obligations of the general character of the Bonds, or the issuance, offering or
sale of the Bonds, including all underlying obligations, as contemplated hereby or by the
Preliminary Official Statement or the Official Statement, is in violation or would be in violation of,
or that obligations of the general character of the Bonds, or the Bonds, are not exempt from
registration under, any provision of the federal securities laws, including the Securities Act of 1933,
as amended and as then in effect, or that the Trust Agreement needs to be qualified under the Trust
Indenture Act of 1939, as amended and as then in effect; or
(v) there shall have occurred any outbreak or escalation of hostilities or terrorist
activities or other local, national or international calamity or crisis, or a default with respect to the
debt obligations of, or the institution of proceedings under the federal bankruptcy laws by or
against, any state of the United States or agency thereof, or any city in the United States having a
population of over one million, the effect of which on the financial markets of the United States
will be such as in the Underwriter’s reasonable judgment, makes it impracticable for the
Underwriter to market the Bonds or enforce contracts for the sale of the Bonds; or
(vi) there shall have occurred or any notice shall have been given of any intended
downgrading, suspension, withdrawal or negative change in credit watch status by any national
rating service to the City’s obligations; or
(vii) the commencement of any action, suit or proceeding described in Section 6(m) or
Section 7(n) which, in the reasonable judgment of the Underwriter, materially adversely affects the
market price of the Bonds; or
(viii) the declaration of a general banking moratorium by federal, New York or
California authorities, the general suspension of trading on any national securities exchange or a
material disruption in securities settlement, payment or clearance services, which event, in the
reasonable judgment of the Underwriter, would materially adversely affect the market price of the
Bonds; or
(ix) the imposition by the New York Stock Exchange or other national securities
exchange, or any governmental authority, of any material restrictions not now in force with respect
to obligations of the general character of the Bonds or securities generally, or the material increase
of any such restrictions now in force, including those relating to the extension of credit by, or the
charge to net capital requirements of, the Underwriter, which, in the judgment of the Underwriter,
would materially adversely affect the market price of the Bonds; or
(x) there shall have been any materially adverse change in the affairs of the Authority
or the City which in the Underwriter’s reasonable judgment materially adversely affects the ability
of the Underwriter to market the Bonds.
If the Authority or the City shall be unable to satisfy the conditions contained in this Bond Purchase
Agreement, or if the obligations of the Underwriter shall be terminated for any reason permitted by this
Bond Purchase Agreement, this Bond Purchase Agreement shall terminate and neither the Underwriter nor
the Authority or the City shall be under further obligation hereunder, except as further set forth in Section 9
and Section 10.
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Section 9. Expenses
(a) The Underwriter shall be under no obligation to pay, and the Authority shall pay or cause
to be paid the expenses incident to the performance of the obligations of the City hereunder including but
not limited to (i) the costs of the preparation and printing, or other reproduction (for distribution on or prior
to the date hereof) of the Authority Legal Documents and the City Legal Documents and the cost of
preparing, printing, issuing and delivering the definitive Bonds, (ii) the fees and disbursements of the
Municipal Advisor, [the Verification Agent,] accountants, or other experts or consultants retained by the
Authority or the City, (iii) the fees and disbursements of counsel to the Authority and to the City, and Bond
Counsel, (iv) the fees and disbursements of Disclosure Counsel, (v) the fees and disbursements of the
Trustee, and (vi) the cost of preparation and printing of the Preliminary Official Statement and any
supplements and amendments thereto and the cost of preparation and printing of the Official Statement and
any supplements and amendments thereto, including the requisite number of copies thereof for distribution
by the Underwriter. The Authority and the Underwriter intend that the Authority will pay all expenses of
City’s employees that are incidental to implementing this Bond Purchase Agreement, including, but not
limited to, meals, transportation, and lodging, of those employees, and the Authority shall reimburse the
Underwriter if the Underwriter pays for any of such expenses on behalf of the City.
(b) The Underwriter shall pay all expenses incurred by them in connection with the public
offering and distribution of the Bonds including, but not limited to: (i) the fees and disbursements of
Underwriter’s Counsel; (ii) all advertising expenses in connection with the offering of the Bonds; and (iii)
all out-of-pocket disbursements and expenses incurred by the Underwriter in connection with the offering
and distribution of the Bonds (including travel and other expenses, CDIAC and blue sky filing fees, CUSIP
Service Bureau fees, and any other fees and expenses), except as provided in Section 9(a) or as otherwise
agreed to by the Underwriter and the County from the Underwriter’s discount set forth in Section 1.
Section 10. Covenants of the City
The City covenants with the Underwriter that:
(a) If between the date hereof and the date which is not less than 25 days after the End of the
Underwriting Period for the Bonds (as defined below), an event occurs, or facts or conditions become
known of which the City has knowledge which in the opinion of counsel to the Underwriter or counsel to
the City, might or would cause the information contained in the Official Statement, as then supplemented
or amended, to contain an untrue statement of a material fact or to omit to state a material fact required to
be stated therein or necessary to make such information therein, in the light of the circumstances under
which it was made, not misleading, the City will notify the Underwriter, 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 forthwith prepare and furnish to the Underwriter (at the expense of the
City) a reasonable number of copies of an amendment of or supplement to the Official Statement (in the
form and substance satisfactory to the Underwriter) which 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 prospective purchasers, not misleading. If such notification shall be after the
Closing, the City shall forthwith provide to the Underwriter such certificates as the Underwriter may deem
necessary to evidence the truth and accuracy of such supplement or amendment to the Official Statement.
For the purposes of this subsection, between the date hereof and the date which is 25 days after the End of
the Underwriting Period for the Bonds, the City will furnish such information with respect to itself as the
Underwriter may from time to time reasonably request;
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(b) If the information contained in the Official Statement is amended or supplemented pursuant
to subparagraph (a) of this Section 10, at the time of such supplement or amendment thereto and (unless
subsequently again supplemented or amended pursuant to such subparagraph) at all times subsequent
thereto up to and including the date which is 25 days after the “End of the Underwriting Period” for the
Bonds, the portions of the Official Statement so supplemented or amended (including any financial and
statistical data contained therein), excluding therefrom the information relating to DTC and its book-entry
only system and under the caption “UNDERWRITING”), will not contain any untrue statement of a material
fact or omit to state a material fact required to be stated therein or necessary to make such information
therein, in the light of the circumstances under which it was made, not misleading;
(c) As used herein and for the purposes of the foregoing, the term “End of Underwriting
Period” for the Bonds shall mean the earlier of (i) the Closing Date unless the City shall have been notified
in writing to the contrary by the Underwriter on or prior to the Closing Date or (ii) the date on which the
End of the Underwriting Period for the Bonds has occurred under the Rule, provided, however, that the
City may treat as the End of the Underwriting Period for the Bonds the date specified as such in a notice
from the Underwriter stating the date which is the End of the Underwriting Period;
(d) The City will advise the Underwriter immediately of receipt by the City of any notification
with respect to the suspension of the qualification of the Bonds for sale in any jurisdiction or the initiation
or threat of any proceeding for that purpose;
(e) The City will furnish such information, execute such instruments and take such other action
in cooperation with the Underwriter as the Underwriter may request 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; provided, however, that the City shall not be required to
register as a dealer or broker or foreign corporation in any such state or jurisdiction or consent to service of
process therein; and
(f) The City will perform all actions as may be requested by the Underwriter (including
delivery of an appropriate certificate with respect to the Preliminary Official Statement) in order for the
Underwriter to comply with the applicable provisions of the Rule.
(g) Between the date hereof and the Closing Date, without the prior written consent of the
Underwriter, the City will not have issued any bonds, notes, or other obligations for borrowed money, in
each case payable from Revenues.
Section 11. Establishment of Issue Price
(a) The Underwriter agrees to assist the Authority in establishing the issue price of the Bonds
and shall execute and deliver to the Authority at Closing an “issue price” or similar certificate, together
with the supporting pricing wires or equivalent communications, substantially in the form attached hereto
as Exhibit A, with such modifications as may be appropriate or necessary, in the reasonable judgment of
the Underwriter, the Authority and Bond Counsel, to accurately reflect, as applicable, the sales price or
prices or the initial offering price or prices to the public of the Bonds. [All actions to be taken by the
Authority under this section to establish the issue price of the Bonds may be taken on behalf of the Authority
by PFM Financial Advisors LLC (the “Municipal Advisor”) to the Authority and any notice or report to be
provided to the Authority may be provided to the Municipal Advisor.]
(b) Except as otherwise set forth in Schedule A to Exhibit A attached hereto, the Authority
will treat the first price at which 10% of each maturity of the Bonds (the “10% test” is sold to the public as
the issue price of that maturity (if different interest rates apply within a maturity, each separate CUSIP
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number within that maturity will be subject to the 10% test). At or promptly after the execution of this
Bond Purchase Agreement, the Underwriter shall report to the Authority the price or prices at which it has
sold to the public each maturity of Bonds.
(c) The Underwriter confirms that it has offered the Bonds to the public on or before the date
of this Bond Purchase Agreement at the offering price or prices (the “initial offering price”), or at the
corresponding yield or yields, set forth in Schedule A to Exhibit A attached hereto, except as otherwise set
forth therein. Schedule A to Exhibit A also sets forth, as of the date of this Bond Purchase Agreement, the
maturities, if any, of the Bonds for which the 10% test has not been satisfied and for which the Authority
and the Underwriter agree that the restrictions set forth in the next sentence shall apply, which will allow
the Authority to treat the initial offering price to the public of each such maturity as of the sale date as the
issue price of that maturity (the “hold-the-offering-price rule”). So long as the hold-the-offering-price rule
remains applicable to any maturity of the Bonds, the Underwriter will neither offer nor sell unsold Bonds
of that maturity to any person at a price that is higher than the initial offering price to the public during the
period starting on the sale date and ending on the earlier of the following:
(i) the close of the fifth (5th) business day after the sale date; or
(ii) the date on which the Underwriter has sold at least 10% of that maturity of the
Bonds to the public at a price that is no higher than the initial offering price to the public.
(d) The Underwriter shall promptly advise the Authority when it has sold 10% of that maturity
of the Bonds to the public at a price that is no higher than the initial offering price to the public, if that
occurs prior to the close of the fifth (5th) business day after the sale date.
(e) The Underwriter confirms that any selling group agreement and any retail distribution
agreement relating to the initial sale of the Bonds to the public, together with the related pricing wires,
contains or will contain language obligating each dealer who is a member of the selling group and each
broker-dealer that is a party to such retail distribution agreement, as applicable, to (A) report the prices at
which it sells to the public the unsold Bonds of each maturity allotted to it until it is notified by the
Underwriter that either the 10% test has been satisfied as to the Bonds of that maturity or all Bonds of that
maturity have been sold to the public and (B) comply with the hold-the-offering-price rule, if applicable, in
each case if and for so long as directed by the Underwriter. The Authority acknowledges that, in making
the representation set forth in this subsection, the Underwriter will rely on (i) in the event a selling group
has been created in connection with the initial sale of the Bonds to the public, the agreement of each dealer
who is a member of the selling group to comply with the hold-the-offering-price rule, if applicable, as set
forth in a selling group agreement and the related pricing wires, and (ii) in the event that a retail distribution
agreement was employed in connection with the initial sale of the Bonds to the public, the agreement of
each broker-dealer that is a party to such agreement to comply with the hold-the-offering-price rule, if
applicable, as set forth in the retail distribution agreement and the related pricing wires. The Authority
further acknowledges that the Underwriter shall not be liable for the failure of any dealer who is a member
of a selling group, or of any broker-dealer that is a party to a retail distribution agreement, to comply with
its corresponding agreement regarding the hold-the-offering-price rule as applicable to the Bonds.
(f) The Underwriter acknowledges that sales of any Bonds to any person that is a related party
to the Underwriter shall not constitute sales to the public for purposes of this section. Further, for purposes
of this section:
(i) “public” means any person other than an underwriter or a related party,
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(ii) “underwriter” means (A) any person that agrees pursuant to a written contract with
the Authority (or with the lead underwriter to form an underwriting syndicate) to participate in the
initial sale of the Bonds to the public and (B) any person that agrees pursuant to a written contract
directly or indirectly with a person described in clause (A) to participate in the initial sale of the
Bonds to the public (including a member of a selling group or a party to a retail distribution
agreement participating in the initial sale of the Bonds to the public),
(iii) a purchaser of any of the Bonds is a “related party” to an underwriter if the
underwriter and the purchaser are subject, directly or indirectly, to (i) at least 50% common
ownership of the voting power or the total value of their stock, if both entities are corporations
(including direct ownership by one corporation of another), (ii) more than 50% common ownership
of their capital interests or profits interests, if both entities are partnerships (including direct
ownership by one partnership of another), or (iii) more than 50% common ownership of the value
of the outstanding stock of the corporation or the capital interests or profit interests of the
partnership, as applicable, if one entity is a corporation and the other entity is a partnership
(including direct ownership of the applicable stock or interests by one entity of the other), and
(iv) “sale date” means the date of execution of this Bond Purchase Agreement by all
parties.
Section 12. Notices
Any notice or other communication to be given to the Authority and the City under this Bond
Purchase Agreement may be given by delivering the same in writing at the Authority’s and the City’s
addresses set forth above and any such notice or other communication to be given to the Underwriter shall
be delivered to the following address:
Raymond James & Associates, Inc.
One Embarcadero, Suite 650
San Francisco, CA 94111
Attention: Robert J. Larkins, Managing Director
Telephone: (415) 616-8025
Facsimile: (415) 616-8070
Section 13. Parties in Interest
This Bond Purchase Agreement is made solely for the benefit of the Authority, the City and the
Underwriter and no other person shall acquire or have any right hereunder or by virtue hereof. All the
representations and warranties of the parties hereto contained in this Bond Purchase Agreement shall remain
operative and in full force and effect regardless of any investigation made by or on behalf of the
Underwriter, the Authority or the City until the earlier of (a) delivery of and payment for the Bonds
hereunder and (b) any termination of this Bond Purchase Agreement.
Section 14. Execution in Counterparts; Electronic Transmission
This Bond Purchase Agreement may be executed in any number of counterparts, all of which
taken together shall constitute one agreement, and any of the parties hereto may execute the Purchase
Agreement by signing any such counterpart.
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Section 15. Headings
The headings of the sections of this Bond Purchase Agreement are inserted for convenience only
and shall not be deemed to be part hereof.
Section 16. Effectiveness
This Bond Purchase Agreement shall become effective and binding upon the respective parties
hereto upon the execution by the Underwriter and the acceptance hereof by the duly authorized
representatives of the Authority and the City and shall be valid and enforceable as of the time of such
acceptance.
Section 17. Choice of Law
The validity, interpretation and performance of this Bond Purchase Agreement shall be governed
by the laws of the State, without regard to conflicts of law.
Section 18. Severability
In the event any provision of this Bond Purchase Agreement shall be held invalid or unenforceable
by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other
provision hereof.
Section 19. Entire Agreement
The Bond Purchase Agreement, when accepted by the Authority and the City in writing as
heretofore specified, shall constitute the entire agreement among the Authority, the City and the
Underwriter.
Section 20. Headings
The headings of the sections of this Bond Purchase Agreement are inserted for convenience only
and shall not be deemed to be part hereof.
Section 21. No Assignment
The rights and obligations created by this Bond Purchase Agreement shall not be subject to
assignment by the Underwriter, the Authority or the City without the prior written consent of the other
parties hereto.
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IN WITNESS WHEREOF, the parties hereto, by their representatives thereunto duly authorized,
have executed and delivered this Agreement, effective as of the day and year first above written.
RAYMOND JAMES & ASSOCIATES, INC.
By:
Managing Director
Accepted at _______ [AM/PM] as of the date hereof:
SAN LUIS OBISPO PUBLIC FINANCING
AUTHORITY
By:
Authorized Officer
CITY OF SAN LUIS OBISPO
By:
Authorized Officer
Schedule I
SF\322032658.1
SCHEDULE I
SAN LUIS OBISPO PUBLIC FINANCING AUTHORITY
LEASE REVENUE BONDS, SERIES 2018
$__,___,000 Serial Bonds
Maturity Date
([June] 1) Principal Amount Interest Rate Price to Yield
REDEMPTION PROVISIONS
Optional Redemption of Bonds. The Bonds maturing on or prior to [June] 1, 20__ are not subject
to optional redemption.
The Bonds maturing on or after [June] 1, 20__, are subject to redemption prior to their respective
stated maturities at the written direction of the Authority, from moneys deposited by the Authority or the
City from optional prepayments made by the City pursuant to the Facility Lease, as a whole or in part on
any date on or after [June] 1, 20__ (in such maturities as are designated in writing by the Authority to the
Trustee), at a redemption price equal to the principal amount thereof, without premium, plus interest
accrued to the date fixed for redemption.
Mandatory Sinking Account Redemption of Bonds. The Bonds maturing on or after [June] 1,
20__, are subject to mandatory sinking account redemption prior to maturity, in part on [June] 1 of each
year, on and after [June] 1, 20__, by lot, from and in the amount of the Mandatory Sinking Account
Payments at a redemption price equal to the sum of the principal amount thereof plus accrued interest
thereon to the redemption date, without premium, as follows:
Term Bonds of [June] 1, 20__
Date
([June] 1)
Mandatory Sinking
Account Payment
A-1
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EXHIBIT A
ISSUE PRICE CERTIFICATE
$[PRINCIPAL AMOUNT]
SAN LUIS OBISPO PUBLIC FINANCING AUTHORITY
LEASE REVENUE REFUNDING BONDS, SERIES 2018
ISSUE PRICE CERTIFICATE
The undersigned, on behalf of Raymond James & Associates, Inc. (the “Underwriter”), hereby
certifies as set forth below with respect to the sale and issuance of the above-captioned obligations (the
“Bonds”).
1. Sale of the General Rule Maturities. As of the date of this certificate, for each Maturity
of the General Rule Maturities, the first price at which at least 10% of such Maturity of the Bonds was sold
to the Public is the respective price listed in Schedule A.
2. Initial Offering Price of the Hold-the-Offering-Price Maturities.
(a) The Underwriter offered the Hold-the-Offering-Price Maturities to the Public for purchase
at the respective initial offering prices listed in Schedule A (the “Initial Offering Prices”) on or before the
Sale Date. A copy of the pricing wire or equivalent communication for the Bonds is attached to this
certificate as Schedule B.
(b) As set forth in the Bond Purchase Agreement dated _________, 2018, among the issuer (as
defined herein), the City of San Obispo, and the Underwriter, the Underwriter has agreed in writing that,
(i) for each Maturity of the Hold-the-Offering-Price Maturities, it would neither offer nor sell any of the
Bonds of such Maturity to any person at a price that is higher than the Initial Offering Price for such
Maturity during the Holding Period for such Maturity (the “hold-the-offering-price rule”), and (ii) any
selling group agreement shall contain the agreement of each dealer who is a member of the selling group,
and any retail distribution agreement shall contain the agreement of each broker-dealer who is a party to
the retail distribution agreement, to comply with the hold-the-offering-price rule. Pursuant to such
agreement, no Underwriter (as defined below) has offered or sold any Maturity of the Hold-the-Offering-
Price Maturities at a price that is higher than the respective Initial Offering Price for that Maturity of the
Bonds during the Holding Period.
3. Defined Terms.
(a) General Rule Maturities means those Maturities of the Bonds listed in Schedule A hereto
as the “General Rule Maturities.”
(b) Hold-the-Offering-Price Maturities means those Maturities of the Bonds listed in Schedule
A hereto as the “Hold-the-Offering-Price Maturities.”
(c) Holding Period means, with respect to a Hold-the-Offering-Price Maturity, the period
starting on the Sale Date and ending on the earlier of (i) the close of the fifth business day after the Sale
Date (_______, 2018), or (ii) the date on which the Underwriter has sold at least 10% of such Hold-the-
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SF\322032658.1
Offering-Price Maturity to the Public at prices that are no higher than the Initial Offering Price for such
Hold-the-Offering-Price Maturity.
(d) Issuer means the San Luis Obispo Public Financing Authority.
(e) Maturity means Bonds with the same credit and payment terms. Bonds with different
maturity dates, or Bonds with the same maturity date but different stated interest rates, are treated as
separate maturities.
(f) Public means any person (including an individual, trust, estate, partnership, association,
company, or corporation) other than an Underwriter or a related party to an Underwriter.
(g) Related Party means any entity if an Underwriter and such entity are subject, directly or
indirectly, to (i) more than 50% common ownership of the voting power or the total value of their stock, if
both entities are corporations (including direct ownership by one corporation of another), (ii) more than
50% common ownership of their capital interests or profit interests, if both entities are partnerships
(including direct ownership by one partnership of another), or (iii) more than 50% common ownership of
the value of the outstanding stock of the corporation or the capital interests or profit interests of the
partnership, as applicable, if one entity is a corporation and the other entity is a partnership (including direct
ownership of the applicable stock or interests by one entity of the other).
(h) Sale Date means the first day on which there is a binding contract in writing for the sale of
a Maturity of the Bonds. The Sale Date of the Bonds is _______, 2018.
(i) Underwriter means (i) any person that agrees pursuant to a written contract with the Issuer
(or with the lead underwriter to form an underwriting syndicate) to participate in the initial sale of the Bonds
to the Public, and (ii) any person that agrees pursuant to a written contract directly or indirectly with a
person described in clause (i) of this paragraph to participate in the initial sale of the Bonds to the Public
(including a member of a selling group or a party to a retail distribution agreement participating in the initial
sale of the Bonds to the Public).
The representations set forth in this certificate are limited to factual matters only. Nothing in this
certificate represents the Underwriter's interpretation of any laws, including specifically Sections 103 and
148 of the Internal Revenue Code of 1986, as amended, and the Treasury Regulations thereunder. The
undersigned understands that the foregoing information will be relied upon by the Issuer with respect to
certain of the representations set forth in the [Tax Certificate] and with respect to compliance with the
federal income tax rules affecting the Bonds, and by Orrick, Herrington & Sutcliffe LLP, Bond Counsel, in
connection with rendering its opinion that the interest on the Bonds is excluded from gross income for
federal income tax purposes, the preparation of Internal Revenue Service Form 8038-G, and other federal
income tax advice it may give to the Issuer from time to time relating to the Bonds.
Dated: _______, 2018
RAYMOND JAMES & ASSOCIATES, INC.
By:__________________________________
Name:________________________________
A-3
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SCHEDULE A
SALE PRICES OF THE GENERAL RULE MATURITIES AND
INITIAL OFFERING PRICES OF THE HOLD-THE-OFFERING-PRICE MATURITIES
A-4
SF\322032658.1
SCHEDULE B
PRICING WIRE OR EQUIVALENT COMMUNICATION
B-1
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EXHIBIT B
FORM OF SUPPLEMENTAL OPINION OF BOND COUNSEL
[To Come]