HomeMy WebLinkAboutBonus Purchase Agreement $27,725,000
COUNTYWIDE PUBLIC FINANCING AUTHORITY
1996 REVENUE BONDS
BOND PURCHASE AGREEMENT
July 16, 1996
Board of Directors
Countywide Public Financing Authority
c/o City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
Honorable Directors:
The undersigned, Stone& Youngberg LLC (the "Underwriter"), offers to enter into
this bond purchase agreement (the "Purchase Contract") with the Countywide Public Financing
Authority (the "Authority"), which will be binding upon the Authority and the Underwriter upon the
acceptance hereof by the Authority and the approval of each of the cities listed in Appendix B hereto
(with such additions or deletions from such list as are agreed to by the Purchaser) (such cities shall be
referred to herein as the "Members") pursuant to the Member Letters of Representation (as
hereinafter defined). This offer is made subject to its acceptance by the Authority by execution of
this Purchase Contract and its delivery hereof to the Underwriter on or before 4:00 p.m., California
time, on July 31, 1996 and, if not so accepted, will be subject to withdrawal by the Underwriter upon
written notice delivered to the Authority at any time prior to the acceptance hereof by the Authority.
All capitalized terms used herein and not otherwise defined shall have the meanings ascribed to such
terms in the Indenture of Trust, dated as of July 1, 1996, (the "Indenture"), by and between the
Authority and U.S. Trust Company of California, N.A. (the "Trustee").
1. Purchase and Sale. Upon the terms and conditions and upon the basis of
representations, warranties and agreements set forth herein and in each of the Letters of
Representation, dated the date hereof and executed and delivered by the Members, a form of which is
attached hereto as Exhibit B (each.a "Letter of Representation and, collectively, the "Member Letters
of Representation"), the Underwriter hereby agrees to purchase from the Authority for offering to the
public, and the Authority hereby agrees to sell to the Underwriter for such purpose, all (but not less
than all) of$27,725,000.00 aggregate principal amount of the Countywide Public Financing Authority
1996 Revenue Bonds (the "Bonds"), at an aggregate purchase price of$27,443,622.90 (constituting
the aggregate principal amount of the Bonds, less an original issue discount of$95,619.60, and less
an Underwriter's discount of$185,757.50). The Bonds shall be dated the date of delivery and shall
have the maturities and bear interest at the rates per annum as set forth in Appendix A hereto.
Payment for and delivery of the Bonds, and the other actions contemplated hereby, shall take place on
July 31, 1996, or such other date as may be agreed to between the Authority and the Underwriter (the
"Closing Date").
2. Authorization and Purpose. The Authority was formed pursuant to the Joint
Exercise of Powers Agreement, dated June 19, 1996, by and among the Members, and under the
provisions of Articles 1 through 4 (commencing with Section 6500) of Chapter 5 of Division 7 of
Title 1 of the California Government Code (the "Act").
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The Bonds are being issued pursuant to the Article 4 (commencing with Section 6584)
of Chapter 5 of Division 7 of Title 1 of the California Government Code, and the Indenture, in order
to finance the acquisition, construction and installation of a portion of the Orange County Countywide
800 Mhz communications system for the Members, and to finance capital projects for certain
Members throughout their geographic boundaries (collectively, the "Projects"). In addition, a portion
of the proceeds from the sale of the Bonds will be used (i) to pay the costs of issuance of the Bonds
and (ii) to fund the Reserve Account (as defined in the Indenture).
The Bonds shall be substantially in the form described in, and shall be issued and
secured under the provisions of, the Indenture. The Authority, as lessee, shall enter into a Site and
Facility Lease, dated July 1, 1996, with each of the Members, as lessors, pursuant to which the
Authority shall lease certain real property and facilities from such Member (each a "Site Lease" and,
collectively, the "Site Leases"). Each Member shall lease such real property and facilities back from
the Authority pursuant to individual Lease Agreements, each dated July 1, 1996, by and between the
Authority, as the lessor, and each such Member, as lessee (each a "Lease Agreement" and
collectively, the "Lease Agreements"). The Bonds and interest thereon shall be secured by the lease
payments due and payable by each of the Members pursuant their respective Lease Agreements. The
lease payments due to the Authority pursuant to the terms of the Lease Agreements have been
calculated to be sufficient, in the aggregate, to enable the Authority to pay the principal of and
interest and premium, if any, on the Bonds with due and payable. The Bonds shall be subject to
redemption as provided in the Indenture.
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 Appendix A attached
hereto and by this reference incorporated herein. 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. The Bonds may be offered and sold to certain dealers at
prices lower than such initial public offering prices.
4. Delivery of the Letters of Representation and the Official Statement. At
the time of acceptance hereof by the Authority, the Authority shall cause to be delivered to the
Underwriter a Letter of Representation from each of the Members. As soon as practicable, and no
later than seven (7) business days after its acceptance hereof, the Authority shall deliver to the
Underwriter (i) one copy of the Official Statement relating to the Bonds (which, together with all
appendices attached thereto and such amendments or supplements thereto as shall be approved by the
Underwriter and the Authority, is hereinafter called the "Official Statement"), manually executed on
behalf of the Authority by its Chairman or other officer of the Authority duly authorized by the
Authority, and (ii) such reasonable number of certified or conformed copies of the foregoing as the
undersigned may request in order to comply with Rule 15c2-12 of the Securities and Exchange
Commission ("Rule 15c2-12"), applicable Municipal Securities Rulemaking Board rules and other
regulatory requirements relating to the issuance and sale of the Bonds.
The Authority hereby authorizes the use of the Official Statement in connection with
the public offering and sale of the Bonds. The Authority also consents to the use by the Underwriter
prior to the date hereof of the Preliminary Official Statement of the Authority dated July 10, 1996
relating to the Bonds (which, together with all appendices thereto, is herein called the "Preliminary
Official Statement") in connection with the public offering of the Bonds. The Authority hereby
ratifies the use by the Underwriter of the Preliminary Official Statement, the Indenture and any other
documents or contracts to which the Authority is a party, including this Purchase Contract, and all
information contained therein, and all other documents, certificates, and statements furnished by the
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Authority to the Underwriter in connection with the transactions contemplated by this Purchase
Contract, or in connection with the offer and sale of the Bonds by the Underwriter.
The Authority represents that the Preliminary Official Statement, at the time of its
distribution by the Underwriter, was and is a "near-final" Official Statement within the meaning of
Rule 15c2-12, except for the omission of no more than the following information: the offering
price(s), interest rate(s), selling compensation, aggregate principal amounts, principal amount per
maturity, redemption provisions and delivery dates. It is an express condition of the offer of the
Underwriter made hereby that the Authority deliver the Official Statement, in a form deemed by it to
be final, within seven (7) business days of the date hereof; and the delivery of an Official Statement
executed by an authorized representative of the Authority shall conclusively establish that the
Authority deems the document so delivered to be final. A failure of the Authority to comply with the
requirements of the preceding sentence shall entitle the Underwriter to rescind its offer hereunder.
5. Authority Representations, Warranties and Covenants. The Authority
represents, warrants and covenants to the Underwriter that:
(a) Due Organization, Existence and Authority of Authority. The Authority is a
joint exercise of powers authority duly organized and validly existing under the Act and the laws of
the State of California (the "State"), and has, and on the Closing Date will have, full legal right,
power and authority (i) to execute and deliver this Purchase Contract, the Indenture, the Site Leases
and the Lease Agreements (collectively, the "Authority Documents"), and the Official Statement
(ii) to adopt the resolutions approving the Authority Documents, the Official Statement and the
issuance and sale of the Bonds, (iii) to issue, sell and deliver the Bonds to the Underwriter as
provided herein, and (v) to carry out and consummate the transactions on its part contemplated by the
Authority Documents and the Official Statement.
(b) Due Authorization and Approval of Authority. By all necessary official
action, the Authority has duly authorized and approved the adoption or execution and delivery by the
Authority of, and the performance by the Authority of the obligations on its part contained in, the
Authority Documents, and has approved the use by the Underwriter of the Preliminary Official
Statement and the Official Statement and, as of the date hereof, such authorizations and approvals are
in full force and effect and have not been amended, modified or rescinded. When executed and
delivered by the parties thereto, the Bonds and the Authority Documents will constitute the legally
valid and binding obligations of the Authority enforceable against the Authority 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. The Authority has complied, and will at the Closing Date be in compliance in all
respects, with the terms of the Authority Documents.
(c) Official Statement Accurate. The information with respect to the Authority,
the Bonds and the Authority Documents in the Official Statement is, and at all times subsequent to the
date of the Official Statement up to and including the Closing Date will be, true and correct in all
material respects, and the information with respect to the Authority, the Bonds and the Authority
Documents in the Official Statement does not and 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 the statements
therein, in the light of the circumstances under which they were made, not misleading.
(d) Consent to Amendments and Supplements to Official Statement. The
Authority will advise the Underwriter promptly of any proposal to amend or supplement the Official
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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.
(e) Agreement to Amend or Supplement Official Statement. If, at any time
within ninety (90) days after the later of the Closing Date or the end of the underwriting period (as
described below), any event occurs as a result of which the Official Statement as then amended or
supplemented would include an untrue statement of a material fact, or omit to state any material fact
necessary in order to make the statements contained therein, in the light of the circumstances under
which they were made, not misleading, and, in the reasonable opinion of the Underwriter, an
amended or supplemented Official Statement should be delivered in connection with the offering or
sale of the Bonds to reflect such event, the Authority will promptly prepare, at its own expense, an
amendment or supplement which will correct such statement or omission. The phrase "end of the
underwriting period" is defined in Rule 15c2-12 as the later of such time as (i) the Authority delivers
the Bonds to the Underwriter, or (ii) the Underwriter does not retain, directly or as a member of an
underwriting syndicate, an unsold balance of the Bonds for sale to the public.
(f) No Breach or Default. As of the time of acceptance hereof and as of the
Closing Date, except as otherwise disclosed in the Official Statement, (i) 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 is otherwise subject, and (ii) 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, default or event could have an adverse
effect on the ability of the Authority to perform its obligations under the Bonds and the Authority
Documents or in connection with the construction and acquisition of the Project; and, as of such
times, except as disclosed in the Official Statement, the authorization, execution and delivery of the
Bonds and Authority Documents and compliance by the Authority with the provisions of each of such
agreements or instruments does 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 respective officers) is subject, or by which it or any of its properties are 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 the assets
or properties or under the terms of any such law, regulation or instrument, except as may be provided
by the Authority Documents.
(g) No Litigation. At the time of acceptance hereof and as of the Closing Date,
there is and will be no action, suit, proceeding, inquiry or investigation, at law or in equity, before or
by any court, government agency, public board or body (collectively and individually, an "Action")
pending with respect to which the Authority has been served with process or to the best knowledge of
the Authority threatened, in which any such Action (i) in any way questions the formation or
existence of the Authority or the titles of the officers of the Authority to their respective offices;
(ii) affects, contests or seeks to prohibit, restrain or enjoin the issuance 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 contests or affects the validity of the Authority Documents
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or the consummation of the transactions on the part of the Authority contemplated thereby, or contests
the exclusion of the interest on the Bonds from federal or state income taxation or contests the powers
of the Authority, or the Authority's authority to collect and use the payment due under the Lease
Agreements to pay debt service on the Bonds; (iii) which may result in any material adverse change
relating to the financial condition of the Authority; or (iv) contests the completeness or accuracy of
the Preliminary Official Statement or the Official Statement or any supplement or amendment thereto
or asserts 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 as of the time of acceptance hereof and as of the Closing Date, to the
knowledge of the officer of the Authority executing this Purchase Contract, there is no basis for any
action, suit, proceeding, inquiry or investigation of the nature described in clauses (i) through (iv) of
this sentence. •
(h) Further Cooperation; Blue Sky. The Authority will furnish such information,
execute such instruments and take such other action in cooperation with the Underwriter as the
Underwriter may reasonably request in order (i) to qualify the Bonds for offer and sale under the Blue
Sky or other securities laws and regulations of such states and other jurisdictions of the United States
as the Underwriter may designate and (ii) to determine the eligibility of the Bonds for investment
under the laws of such states and other jurisdictions, and will use its best efforts to continue such
qualifications in effect so long as required for the distribution of the Bonds; provided, however, that
the Authority will not be required to execute a special or general consent to service of process or
qualify as a foreign corporation in connection with any such qualification in any jurisdiction.
(i) Bonds Issued Per Indenture. The Bonds and the Indenture conform as to form
and tenor to the descriptions thereof contained in the Official Statement. The Authority represents
that the Bonds, when issued, executed and delivered in accordance with the Indenture and sold to the
Underwriter as provided herein, will be validly issued and outstanding obligations of the Authority,
entitled to the benefits of the Indenture and the security of the pledge of the proceeds of the lease
payments due pursuant to the Lease Agreements. The Indenture creates a valid pledge of the monies
in certain funds and accounts established thereunder, including the investments thereof, subject in all
cases to the provisions of the Indenture permitting the application thereof for the purposes and on the
terms and conditions set forth therein.
(j) Consents and Approvals. All authorizations, approvals, licenses, permits,
consents, elections, and orders of or filings with any governmental authority, legislative body, board,
agency or commission having jurisdiction in the matters which are required by Closing Date for the
due authorization of, which would constitute a condition precedent to or the absence of which would
adversely affect the due performance by the Authority of its obligations in connection with the
Authority Documents have been duly obtained or made and are in full force and effect.
(k) No Other Bonds. Between the date of this Purchase Contract and the Closing
Date, the Authority will not offer or issue any bonds, notes or other obligations for borrowed money
secured by the lease payments due under the Lease Agreements or otherwise payable from the assets
or funds of the Authority and the Members not previously disclosed to the Underwriter.
(1) No Transfer Taxes. The issuance and sale of the Bonds is not subject to any
transfer or other documentary stamp taxes of the State or any political subdivision thereof.
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(m) No Adverse IRS Listing. The Authority has not been notified of any listing
or proposed listing by the Internal Revenue Service to the effect that the Authority or any Member is
a bond issuer whose arbitrage certifications may not be relied upon.
(n) Certificates. Any certificate signed by any authorized officer of the Authority
and delivered to the Underwriter in connection with the issuance and sale of the Bonds shall be
deemed to be a representation and covenant by the Authority to the Underwriter as to the statements
made therein.
(o) Bond Proceeds. The Authority will apply the proceeds of the Bonds in
accordance with the Indenture.
(p) Covenants and Cooperation. The Authority will faithfully perform and abide
by all of its covenants and undertakings contained in the Bonds and Indenture, as the same may be
amended from time to time, until such time as the Bonds have been paid in full or monies have been
set aside in an amount sufficient to pay all then outstanding Bonds at maturity or to the date of
redemption if redeemed prior to maturity, plus unpaid interest thereon and premium, if any.
(q) Tax-exempt Status. The Authority shall not take or omit to take, as is
appropriate, any action which would adversely affect the exclusion from gross income under federal
tax law of the interest on the Bonds or which would cause the Bonds to become arbitrage bonds under
Section 148 of the Code and the regulations thereunder.
(r) Continuing Disclosure. The Authority and each of the Members will
undertake, pursuant to separate Continuing Disclosure Certificates (as defined herein), to provide
annual reports and notices of certain events to certain information repositories. A description of this
undertaking is set forth in the Preliminary Official Statement and will also be set forth in the Final
Official Statement. The Authority will promptly prepare and distribute, and will cause each of the
Members to promptly prepare and distribute, all documents and/or reports as required now or in the
future to be prepared and distributed pursuant to the Continuing Disclosure Certificates.
6. The Closing. At 9:00 a.m., Pacific time, on July 31, 1996 (the "Closing
Date"), or at such other time or on such earlier or later business day as shall have been mutually
agreed upon by the Authority and the Underwriter, (i) the Authority will deliver the Bonds in
definitive form in to the Depository Trust Company in New York, New York, or such other place as
the Authority and the Underwriter shall mutually agree upon, and (ii) the Authority will deliver the
closing documents hereinafter mentioned at the offices of Jones Hall Hill & White, A Professional
Law Corporation, San Francisco, California or another place to be mutually agreed upon by the
Authority and the Underwriter. The Underwriter will accept delivery and pay the purchase price of
the Bonds as set forth in Section 1 hereof in federal funds payable to the order of the Authority or its
designee. These payments and deliveries, together with the delivery of the aforementioned
documents, are herein called the "Closing." The Bonds will be delivered in such denominations and
deposited in the account or accounts specified by the Underwriter pursuant to written notice delivered
not later than five (5) business days prior to the Closing.
7. Closing Conditions. The Underwriter has entered into this Purchase Contract
in reliance upon the representations and covenants herein and the performance by the Authority of
their obligations hereunder, both as of the date hereof and as of the date of the Closing. The
Underwriter's obligations under this Purchase Contract are and shall be subject to the following
additional conditions:
KMLYDDAN 26982 257329 6 6
(a) Authority Bring-Down Representations. The representations and covenants of
the Authority contained herein shall be true and correct at the time of the Closing, as if made on the
Closing Date.
(b) Members Bring-Down Representations. The representations and covenants of
each of the Members contained in such Member's Letter of Representation shall be true and correct at
the time of the Closing, as if made on the Closing Date.
(c) Executed Agreements and Performance Thereunder. At the time of the
Closing, (i) the Authority Documents shall be in full force and effect and shall not have been
amended, modified or supplemented except with the written consent of the Underwriter, (ii) there
shall be in full force and effect such resolutions (collectively, the "Authorizing Resolutions"), as, in
the opinion of Jones Hall Hill & White, A Professional Law Corporation ("Bond Counsel"), shall be
necessary in connection with the transactions on the part of the Authority contemplated by this
Purchase Contract, the Official Statement and the Authority Documents, (iii) the Authority shall
perform or have performed its obligations required or specified in the Authority Documents to be
performed at or prior to Closing, and.(iv) the Official Statement shall not have been supplemented or
amended except as otherwise may have been agreed to in writing by the Underwriter.
(d) No Default. At the time of the Closing, no default shall have occurred or be
existing under this Purchase Contract, the Authorizing Resolutions or the Authority Documents, and
the Authority shall not be in default in the payment of principal or interest on any of its bonded
indebtedness which default shall adversely impact the ability of the Authority to make payments on
the Bonds.
(e) Closing Documents. At or prior to the Closing, the Underwriter shall have
received each of the documents required under Section 8 below.
(f) Termination Events. The Underwriter shall have the right to terminate this
Purchase Contract, without liability therefor, by written notification to the Authority if at any time at
or prior to the Closing:
(i) any event shall occur 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
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, or the amendment of legislation pending as of the
date of this Purchase Contract 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 the presentment of legislation for consideration as an option by either
KMLYDDAN 26982 257329 6 7
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, the interest on bonds or notes or obligations of the
general character of the Bonds or the market price of the Bonds; or
(iii) 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 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
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 Indenture is required to be
qualified under the Trust Indenture Act of 1939, as amended and as then in effect; or
(iv) additional material restrictions not in force as of the date hereof shall
have been imposed upon trading in securities generally by any governmental authority
or by any national securities exchange which restrictions materially adversely affect
the Underwriter's ability to market the Bonds; or
(v) a general banking moratorium shall have been established by federal
or State authorities; or
(vi) the United States has become engaged in hostilities which have
resulted in a declaration of war or a national emergency or there has occurred any
other outbreak of hostilities or a national or international calamity or crisis, financial
or otherwise, the effect of such outbreak, calamity or crisis on the financial markets
of the United States, being such as, in the reasonable opinion of the Underwriter,
would affect materially and adversely the ability of the Underwriter to market the
Bonds (it being agreed by the Underwriter that there is no outbreak, calamity or crisis
of such character as of the date hereof); or
(vii) there shall be in force a general suspension of trading on the New
York Stock Exchange.
8. Closing Documents. At or prior to the Closing, the Underwriter shall
receive the following documents:
(a) Bond Opinion. An approving opinion of Bond Counsel, dated the date of the
Closing and substantially in the form included as Appendix C to the Official Statement, together with
a letter from such counsel, dated the date of the Closing and addressed to the Underwriter, to the
KMLYDDAN 26982 257329 6 8
effect that such opinion addressed to the Authority may be relied upon by the Underwriter to the same
extent as if it were addressed to the Underwriter;
(b) Supplemental Opinion. A supplemental opinion of Bond Counsel, addressed
to the Underwriter, in form and substance acceptable to counsel for the Underwriter, and dated the
date of the Closing, to the following effect:
(i) the Bonds conform as to form and tenor to the description thereof
contained under the caption "THE BONDS" in the Official Statement, and the
statements contained in the Official Statement under the captions "THE BONDS"
(except for any information concerning The Depository Trust Company or its book-
entry system), "SECURITY FOR THE BONDS," "TAX MATTERS," "APPENDIX
A - Summary of Principal Legal Documents" and "APPENDIX C - Form of Bond
Counsel Opinion," insofar as such statements purport to summarize certain provisions
of the Act, the Bonds, the Indenture or applicable provisions of the United States
Internal Revenue Code of 1986, as amended, present an accurate summary of such
provisions; and
(ii) the Bonds are not subject to the registration requirements of the
Securities Act of 1933, as amended, and the Indenture is exempt from qualification
pursuant to the Trust Indenture Act of 1939, as amended;
(c) Opinion of Authority Counsel, An opinion, dated the Closing Date and
addressed to the Underwriter, of the Authority Counsel, substantially in the form set forth in
Appendix D hereto;
(d) Opinion of Counsel to Each Member. An opinion, dated the Closing Date
and addressed to the Underwriter, of the City Attorney for each of the Members, substantially in the
form of Appendix E hereto;
(e) Opinion of Counsel to Trustee. An opinion, dated the Closing Date and
addressed to the Underwriter, of Brobeck, Phleger & Harrison LLP, as counsel to the Trustee,
substantially in the form of Appendix F hereto;
(f) Opinion of Counsel to Underwriter. An opinion, dated the Closing Date and
addressed to the Underwriter, of Cox, Castle & Nicholson, as counsel to the Underwriter, concerning
such matters as the Underwriter may request;
(g) Closing Certificate of Trustee. A certificate of the Trustee, dated the Closing
Date, substantially in the form of Appendix G hereto;
(h) Arbitrage Certificate. An arbitrage certificate executed by the Authority and
satisfactory in form and substance to Bond Counsel and the Underwriter;
(i) Continuing Disclosure Certificate of Authority. A Continuing Disclosure
Certificate substantially in form and substance as set forth in Appendix E to the Official Statement,
executed by an authorized officer of the Authority;
KMLYDDAN 269E2 257329 6 9
(j) Continuing Disclosure Certificates of the Members. A Continuing Disclosure
Certificate substantially in form and substance as set forth in Appendix F to the Official Statement,
executed by an authorized officer of each of the Members;
(k) Certificate of the Authority Regarding the Preliminary' Official Statement. A
certificate of the Authority, dated the date of the Preliminary Official Statement, signed by a duly
authorized representative of the Authority, to the effect that:
(i) the Preliminary Official Statement distributed in connection with the
Bonds is in "near final" form within the meaning of Rule 15c2-12;
(ii) the Authority will cooperate with the Underwriter in transforming the
Preliminary Official Statement into a final Official Statement; and
(iii) the Authority will cause a sufficient quantity of final Official
Statements to be delivered to the Underwriter within seven (7) business days after the
execution of this Purchase Contract so as to allow the Underwriter to comply with its
continuing obligations under said Rule 15c2-12;
(l) Official Statement. One copy of the Official Statement manually executed on
behalf of the Authority by its Chairman or another officer of the Authority duly authorized by the
Authority, and such reasonable number of certified or conformed copies of the foregoing as the
Underwriter may request in order to comply with Rule 15c2-12, applicable Municipal Securities
Rulemaking Board rules and other regulatory requirements relating to the issuance and sale of the
Bonds;
(m) Authority and Member Resolutions. One copy of(i) each resolution of the
Authority relating to the Authority Documents, the transactions contemplated thereby and issuance of
the Bonds, certified by the Secretary of the Authority (ii) each resolution of each of the Members
relating to the applicable Letter of Representation, Site Lease and Lease Agreement (collectively, the
"Member Documents") and the transactions contemplated thereby, the issuance of the Bonds and such
Members participation in the financing, certified by the City Clerk of the applicable Member;
(n) Closing Certificate of the Authority. A certificate of the Authority, dated the
Closing Date, substantially in the form of Appendix H hereto;
(o) Closing Certificates of the Members. A certificate of each Member, dated the
Closing Date, to the effect that all of the certifications, representations and warranties contained in
such Member's Letter of Representation are true and correct as of the Closing Date as if made on the
Closing Date;
(p) Form 8038-G. Evidence that the federal tax information form 8038-G has
been executed by the Authority;
(q) CDAC Report of Final Sale. A copy of the Report of Final Sale required to
be delivered to the California Debt Advisory Commission pursuant to Section 8855(g) of the
California Government Code;
(r) Bond Insurance. A financial guaranty bond by MBIA Insurance Corporation
(the "Insurer") insuring the payment of principal and interest on the Bonds;
KMLYDDAN 26982 257329 6 10
(s) Opinion of Counsel to Insurer. An opinion of counsel to the Insurer in form
and substance satisfactory to the Underwriter;
(t) Rating. A rating on the Bonds effective on the Closing Date of at least "Aaa"
by Moody's Investors Service and "AAA" by Standard & Poor's Rating's Services;
(u) Additional Documents. Such additional legal opinions, certificates,
instruments and other documents as the Underwriter or its counsel may reasonably deem necessary;
and
(v) Transcripts. Two transcripts containing the documents listed in this Section,
together with any other documents relating to the authorization and issuance of the Bonds. •
If the Authority shall be unable to satisfy the conditions contained in this Purchase
Contract, or if the obligations of the Underwriter shall be terminated for any reason permitted by this
Purchase Contract, this Purchase Contract shall terminate and neither the Underwriter or the
Authority shall be under further obligation hereunder, except as further set forth in Section 9 hereof.
9. Costs and Expenses.
(a) The Underwriter shall be under no obligation to pay, and the Authority shall
pay or cause to be paid from any legally available funds, the following expenses incident to the
issuance of the Bonds and performance of the Authority's obligations hereunder: (i) the costs of the
preparation and printing of the Bonds, (ii) the fees and disbursements of(a) Jones Hall Hill & White,
A Professional Law Corporation, as Bond Counsel and Authority Counsel and (b) any party acting as
counsel to the Members; (iii) the cost of preparation, printing and mailing of the Preliminary Official
Statement and final Official Statement and any supplements and amendments thereto, including a
reasonable number of copies thereof for distribution by the Underwriter; and (iv) the fees and
disbursements of accountants, advisers and any other experts or consultants retained by the Authority,
including the fees and expenses of the Trustee.
(b) The Underwriter shall pay the following expenses: (i) all advertising expenses
in connection with the public offering of the Bonds; (ii) the CDAC fee; and (iii) all other expenses
incurred by the Underwriter in connection with its public offering and distribution of the Bonds,
including the fees and expenses of its counsel, except as noted in Section 9(a) above.
10. Indemnification.
(a) The Authority agrees, to the extent permitted by law, to indemnify and hold
harmless the Underwriter and its officers and employees and each person who controls the
Underwriter within the meaning of Section 15 of the Securities Act of 1933 (as an "Indemnified
Person") from and against any losses, claims, damages or liabilities,joint or several, to which any
Indemnified Person may become subject insofar as such losses, claims, damages or liabilities (or
actions in respect thereof) arise out of, or are based upon, the misstatement or omission or alleged
misstatement or omission to state a material fact in the Official Statement necessary to make the
statements therein under the caption "THE AUTHORITY" not misleading, and will reimburse each
Indemnified Person for any legal or other expenses reasonably incurred by such Indemnified Person
in investigating, defending or preparing to defend any such action or claim; provided, however, that
the Authority shall not be liable in any such case to the extent that any such loss, claim, damage or
KMLYDDAN 26982 257329 6 11
13. Survival of Representations and Warranties. All representations and
warranties of the parties made in, pursuant to or in connection with this Purchase Contract shall
survive the execution and delivery of this Purchase Contract, notwithstanding any investigation by the
parties. All statements contained in any certificate, instrument or other writing delivered by a party
to this Purchase Contract or in connection with the transactions contemplated by this Purchase
Contract constitute representations and warranties by such party under this Purchase Contract.
14. Counterparts. This Purchase Contract 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.
15. Severability. In case any one or more of the provisions contained herein
shall for any reason be held to be invalid, illegal or unenforceable in any respect, such invalidity,
illegality or unenforceability shall not affect any other provision hereof.
16. Governing Law. The validity, interpretation and performance of this
Purchase Contract shall be governed by the laws of the State of California.
17. No Assignment. The rights and obligations created by this Purchase Contract
shall not be subject to assignment by the Underwriter or the Authority without the prior written
consent of the other party hereto,
STONE & YOUNGBERG LLC
By: L (.)(� Ti'6n
Principal
Accepted as of the date
first stated above:
COUNTYWIDE PUBLIC FINANCING
AUTHORITY
By: L �ucs• fa
Chairman
KMLYDDAN 26982 257329 6 13
APPENDIX A
Maturity Date Principal Interest
(August 1) Amount Rate Price
1997 $2,025,000 4.10% 100.291%
1998 2,115,000 4.10 100.000
1999 2,200,000 4.30 99.860
2000 2,300,000 4.60 100.000
2001 2,405,000 4.75 99.780
2002 2,515,000 4.90 99.743
2003 2,640,000 5.00 99.417
2004 2,765,000 5.10 99.352
2005 2,905,000 5.25 99.645
2006 3,060,000 5.30 99.235
2007 500,000 5.40 99.182
2008 530,000 5.50 99.134
2009 560,000 5.60 99.090
2010 585,000 5.70 99.523
2011 620,000 5.75 99.503
KMLYDDAN 26982 257329 6 A-1
APPENDIX
LIST OF THE MEMBER CITIES
City of Brea City of Santa Ma
Number One Civic Center Circle, 3rd Floor 20 Civic Center Plaza
Brea, CA 92621-5758 Santa Ma, CA 92701
Attn: Mr. Lawrence D. Hurst, C.P.A. Attn: Mr. Roderick R. Coloma
Financial Services Director Executive Director/Treasurer
(714) 990-7675 (714) 647-5420
FAX: (714) 990-2258 FAX: (714) 647-5414
City of Buena Park City of Seal Beach
6650 Beach Boulevard 211 Eighth Street
Buena Park, CA 90620 Seal Beach, CA 90740
Attn: Mr. Greg Beaubien Attn: Mr. Keith R. Till
Finance Director City Manager
(714) 562-3710 (310) 341-2527
FAX: (714) 562-3599 FAX: (310)431-4067
City of Fullerton City of Stanton
303 West Commonwealth Avenue 7800 Katella Avenue
Fullerton, CA 92632 Stanton, CA 90680
Attn: Mr. Chris Meyer Attn: Ms. Denise Bates
Director of Administrative Services Administrative Services Manager
(714) 738-6350 (714) 379-9222 x226
FAX: (714)738-6758 FAX: (714) 890-1443
City of Garden Grove City of Tustin
11222 Acacia Parkway 300 Centennial Way
Garden Grove, CA 92640 Tustin, CA 92680
Attn: Mr. Anthony Andrade Attn: Mr. Ronald A. Nault
Controller Finance Director/City Treasurer
(714) 741-5060 (714)573-3061
FAX: (714) 741-5205 FAX: (714) 832-0825
City of Orange
300 East Chapman Avenue
Orange, CA 92666-1591
Attn: Ms. Helen Bell
Finance Director
(714) 744-2238
FAX: (714) 744-2245
KMLYDDAN 26982 257329 6 B-1
APPENDIX C
LETTER OF REPRESENTATION
[LETTERHEAD OF THE MEMBER CITY]
July 16, 1996
Stone & Youngberg LLC
4350 La Jolla Village Drive
Suite 840
San Diego, California 92122
Countywide Public Financing Authority
do City of Santa Ana
20 Civic Center Plaza
Santa Ana, California 92701
Re: Countywide Public Financing Authority 1996 Revenue Bonds
Dear Ladies and Gentlemen:
The Countywide Public Financing Authority (the "Authority") and the undersigned
City (the "Member") propose to enter into a Lease Agreement to be dated as of July 1, 1996 (the
"Lease Agreement") and a Site and Facility Lease to be dated as of July 1, 1996 (the "Site Lease") to
provide security for the Bonds (as hereinafter defined), which are being issued to finance the
acquisition, construction and installation of a portion of the Orange County Countywide 800 Mhz
communications system as described in the Official Statement (hereinafter mentioned), and to finance
certain capital improvements of the members of the Authority (the "Members") throughout the
geographic boundaries of such Members (collectively, the "Project"). Pursuant to a'Bond Purchase
Agreement between Stone& Youngberg LLC (the "Underwriter") and the Authority, dated the date
hereof(the "Purchase Contract"), the Underwriter proposes to purchase the Countywide Public
Financing Authority 1996 Revenue Bonds in the amount stated in the Purchase Contract (the
"Bonds"). This Letter of Representation is being delivered pursuant to the Purchase Contract and all
capitalized terms not defined herein shall have the meanings given to such terms in the Purchase
Contract.
In order to induce you to enter into the Purchase Contract and to permit the
Underwriter to make a public offering of the Bonds therein contemplated, the Member hereby
represents, warrants, covenants and agrees as follows, the provisions of paragraphs (a) through (1)
being true as of the date hereof:
(a) Due Organization, Existence and Authority of the Member. The Member is
duly organized and validly existing as a [general law][chartered] city and municipal corporation of the
State of California (the "State"), and the Member has, and on the Closing Date will have, the full
legal right, power and authority to (i) execute and deliver its Member Documents and to approve the
Official Statement and the Purchase Contract, (ii) perform its obligations and engage in the
transactions contemplated by the Member Documents, the Purchase Agreement and the Official
KMLYDDAN 26982 237329 6 C-1
Statement, (iii) to adopt the resolutions approving its Member Documents, the Official Statement and
the Purchase Contract.
(b) Due Authorization and Approval by the Member. By all necessary action, the
Member has duly authorized and approved the execution and delivery by the Member of, and the
performance by the Authority of the obligations on its part contained in its Member Documents, the
Official Statement and the Purchase Contract and, as of the date hereof, such authorization and
approvals are in full force and effect and have not been amended, modified or rescinded. When
executed and delivered by the respective parties thereto, its Member Documents will constitute the
legal, valid and binding obligations of the Member enforceable against the Member in accordance
with their respective terms, except as enforcement thereof may be limited by bankruptcy, insolvency
or other laws affecting enforcement of creditors' rights.
(c) Use of the Official Statement. The Member hereby authorizes the use of the
Official Statement in connection with the public offering and sale of the Bonds. The Member also
consents to the use by the Underwriter prior to the date hereof of the Preliminary Official Statement
of the Authority, dated July 10, 1996, relating to the Bonds (which, together with all appendices
thereto, is herein called the "Preliminary Official Statement") in connection with the public offering of
the Bonds, The Member hereby ratifies the use by the Underwriter of the Preliminary Official
Statement, its Member Documents and any other documents or contracts to which the Member is a
party and all information contained therein, and all other documents, certificates, and statements
furnished by the Member to the Underwriter in connection with the transactions contemplated by the
Purchase Contract, or in connection with the offer and sale of the Bonds by the Underwriter.
The Member represents that the Preliminary Official Statement (excluding those
portions of Appendix B to the Preliminary Official Statement that describe the other Members of the
Authority), at the time of its distribution by the Underwriter, was and is a "final" Official Statement
within the meaning of Rule 15c2-12, except for the omission of no more than the following
information: the offering price(s), interest rate(s), selling compensation, aggregate principal amounts,
principal amount per maturity, redemption provisions and delivery dates. In addition, the Member
will cooperate with the Underwriter in transforming the Preliminary Official Statement into a final
Official Statement.
(d) Official Statement Accurate. At the date of execution by the Member of this
Letter of Representation, the statements contained in the Preliminary Official Statement, dated July
10, 1996 and the Official Statement, dated the date hereof relating to the Bonds (excluding the
information contained in Appendix B to the Preliminary Official Statement and Official Statement that
describes the other Members of the Authority), is true and correct in all material respects for the
purposes for which their use is or was authorized; and such statements (excluding the information
contained in Appendix B to the Preliminary Official Statement and the Official Statement that
describes the other Members of the Authority) do not include any untrue statement of a material fact
or omit to state any material fact necessary to make the statements made in such sections in light of
the circumstances under which they are or were made, not misleading. Neither this Letter of
Representation nor any other document, certificate or written statement furnished to the Underwriter
or the Authority by or relating to the Member contains any untrue statement of a material fact or
omits to state a material fact necessary to make the statements contained herein or therein, under the
circumstances under which they are or were made, not misleading.
(e) Consents to Amendments and Supplement to the Official Statement. The
Member shall not participate in the issuance of any amendment of or supplement to the Official
KMLYDDAN 26982 257329 6 C-2
Statement to which, after having been furnished with a copy, the Underwriter shall object in writing
or which shall be disapproved by its counsel.
(I) Agreement to Assist in the Amendment or Supplement of the Official
Statement. If, at any time within ninety (90) days after the later of the Closing Date or the end of the
underwriting period, any event relating to or affecting the Member, the real property and facilities
subject to the Site Lease and the Lease Agreement, or its portion of the Project shall occur as a result
of which it is necessary, in the opinion of counsel for the Underwriter, to amend or supplement the
Official Statement in order to make the Official Statement not misleading in the light of the
circumstances existing at the date of Closing, the Member will whatever steps are necessary to assist
the Authority in preparing and furnishing to the Underwriter an amendment or a supplement to the
Official Statement (in form and substance satisfactory to counsel for 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 a purchaser, not
misleading. The Underwriter shall promptly notify the Authority of the end of the underwriting
period.
(g) No Breach or Default. As of the time of acceptance hereof and as of the
Closing Date, except as otherwise disclosed in the Official Statement, (i) the Member 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 Member is a party or is otherwise subject, and (ii) 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, default or event described under (i) or (ii) of this
subparagraph could have an adverse effect on the ability of the Member to perform its obligations
under its Member Documents or in connection with the construction and acquisition of the Member's
portion of the Project; and, as of such times, except as disclosed in the Official Statement, the
authorization, execution and delivery of its Member Documents and compliance by the Member with
the provisions of each of such agreements or instruments does 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 Member (or any of its respective officers) is subject, or by which it or any of
its properties are 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 the assets or properties or under the terms of any such law, regulation or
instrument, except as may be provided by its Member Documents.
(h) No Litigation. At the time of acceptance hereof and as of the Closing Date,
there is and will be no action, suit, proceeding, inquiry or investigation, at law or in equity, before or
by any court, government agency, public board or body (collectively and individually, an "Action")
pending with respect to which the Member has been served with process or to the best knowledge of
the officer of the Member executing this Letter of Representation, threatened, in which any such
Action (i) in any way questions the formation or existence of the Member or the titles of the officers
of the Member to their respective offices; (ii) affects, contests or seeks to prohibit, restrain or enjoin
the issuance or delivery of any of the Bonds or its Member Documents, 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 contests or affects the validity of its Member Documents or the consummation of the transactions
KMLYDDAN 26982 257329 6 C-3
on the part of the Member contemplated thereby, or contests the exclusion of the interest on the
Bonds from federal or state income taxation or contests the powers of the Member, or the Member's
authority to make the payments due under its Lease Agreement; (iii) which may result in any material
adverse change relating to the financial condition of the Member; or (iv) contests the completeness or
accuracy of the Preliminary Official Statement or the Official Statement or any supplement or
amendment thereto or asserts 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 as of the time of acceptance hereof and as of the Closing
Date, to the knowledge of the officer of the Member executing this Letter of Representation, there is
no basis for any action, suit, proceeding, inquiry or investigation of the nature described in clauses (i)
through (iv) of this sentence.
(i) Consents and Approvals. All authorizations, approvals, licenses, permits,
consents, elections, and orders of or filings with any governmental authority, legislative body, board,
agency or commission having jurisdiction in the matters which are required by Closing Date for the
due authorization of, which would constitute a condition precedent to or the absence of which would
adversely affect the due performance by the Member of its obligations in connection with its Member
Documents have been duly obtained or made and are in full force and effect.
(j) Opinions and Certificates Required for Closing. The Member will deliver all
opinions, certificates, letters and other instruments and documents reasonably required by the
Underwriter and this Letter of Representation. Any certificate of the Member delivered to the
Underwriter shall be deemed a representation and warranty by the Member to the Underwriter as to
the statements made therein.
(k) Indemnification.
(i) The Member agrees, to the extent permitted by law, to indemnify and
hold harmless the Underwriter and the Authority and their respective officers and employees and each
person who controls the Underwriter within the meaning of Section 15 of the Securities Act of 1933
(as an "Indemnified Person") from and against any losses, claims, damages or liabilities,joint or
several, to which any Indemnified Person may become subject insofar as such losses, claims, damages
or liabilities (or actions in respect thereof) arise out of, or are based upon, the misstatement or
omission or alleged misstatement or omission to state a material fact in the Official Statement
necessary to make the statements therein under the caption not misleading, and will reimburse each
Indemnified Person for any legal or other expenses reasonably incurred by such Indemnified Person
in investigating, defending or preparing to defend any such action or claim; provided, however, that
the Member shall not be liable in any such case to the extent that any such loss, claim, damage or
liability arises out of, or is based upon, any untrue statement or alleged untrue statement or omission
or alleged omission made in the Official Statement in reliance upon and in conformity with written
information furnished by or on behalf of any Indemnified Person, or any information furnished with
respect to the Underwriter specifically for inclusion therein.
(ii) Promptly after receipt by an Indemnified Person under paragraph (i)
of this Paragraph of notice of the commencement of any action, such Indemnified Person shall, if a
claim in respect thereof is to be made against the Member under such paragraph, notify the Member
in writing of the commencement thereof. In case any such action shall be brought against any
Indemnified Person, and such Indemnified Person shall notify the Member of the commencement
thereof, the Member shall be entitled to participate in and, to the extent that either wishes, to assume
KMLYDDAN 26932 257329 6 C-4
the defense thereof, with counsel satisfactory to such Indemnified Person, and after notice from the
Member to such Indemnified Person of its election so to assume the defense thereof, the Member
shall not be liable to such Indemnified Person under such paragraph for any legal or other expenses
subsequently incurred by such Indemnified Person in connection with the defense thereof other than
reasonable costs of any investigation; provided, however, that if the named parties to any such action
(including any impleaded parties) include the Indemnified Person and the Member, and the
Indemnified Persons reasonably conclude that there may be one or more legal defenses available to
them which are different from or additional to those available to the Member, the Indemnified
Persons shall have the right to select separate counsel (acceptable to the Member) to assume such
legal defense and to otherwise participate in the defense of such action on behalf of the Indemnified
Persons; provided, further, however, that the Member shall not, in connection with any one such
action or separate but substantially similar or related actions arising out of the same general
allegations or circumstances, be liable for the fees and expenses of more than one separate firm of
attorneys at any point in time for the Indemnified Persons.
The representations, warranties, agreements and indemnities contained herein shall
survive the Closing under the Purchase Contract and any investigation made by or on behalf of the
Authority or the Underwriter or any such director, officer or any such controlling person of any
matters described in or related to the transactions contemplated hereby and by the Purchase Contract,
the Official Statement and the Member Documents.
This Letter of Representation shall be binding upon and inure solely to the benefit of
the Underwriter, the Authority, the Member and any such member, officer, director or any such
controlling person, and their respective personal representatives, successors and assigns, and no other
person or firm shall acquire or have any right under or by virtue of this letter agreement.
This Letter of Representation 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, which shall be governed by
laws of the State of California.
KMLYDDAN 26982 257329 6 C-5
If the foregoing is in accordance with the understanding of the Authority and the
Underwriter of the agreement between us, kindly sign and return to the Member the enclosed
duplicate of this letter agreement whereupon this will constitute a binding agreement between us in
accordance with the terms hereof.
[Print Name of Member]
By
Tide:
Accepted and confirmed as of
the date first above written:
STONE & YOUNGBERG LLC
By
Principal
COUNTYWIDE PUBLIC FINANCING AUTHORITY
By
Chairman
KMLYDDAN 26982 257329 6 C-6
APPENDIX D
FORM OF OPINION OF AUTHORITY COUNSEL
[LETTERHEAD OF AUTHORITY COUNSEL]
Stone& Youngberg LLC
4350 La Jolla Village Drive
Suite 840
San Diego, California 92122
Re: Countywide Public Financing Authority 1996 Revenue Bonds
Ladies and Gentlemen:
We have acted as Counsel to the Countywide Public Financing Authority (the
"Authority"), in connection with the issuance by the Authority of the Countywide Public Financing
Authority 1996 Revenue Bonds. This opinion is provided pursuant to Section 8(c) of that certain
Bond Purchase Agreement, dated July 16, 1996 (the "Purchase Contract"), by and between the
Authority and Stone & Youngberg LLC, as underwriter. Capitalized terms used herein and not
otherwise defined shall have the meanings ascribed to them in the Purchase Contract.
1. The Authority is duly organized and validly existing as a joint exercise of
powers authority under the laws of the State of California, including the Act, and the Authority has
the power to enter into the Authority Documents and issue the Bonds;
2. The Official Statement has been duly approved by the Authority;
3. The resolution of the Authority approving and authorizing the issuance of the
Bonds and the execution and delivery of the Authority Documents and the Official Statement has been
duly adopted at a meeting of the governing body of the Authority which was called and held pursuant
to law and at which a quorum was present acting throughout;
4. The Authority Documents and the Official Statement have been duly
authorized, executed and delivered by the Authority and the Authority Documents constitute the legal,
valid and binding obligation of the Authority, enforceable in accordance with its terms, except as
enforcement thereof may be limited by bankruptcy, insolvency or other laws affecting enforcement of
creditors rights, or by the application of equitable principles if equitable remedies are sought;
5. The execution and delivery of the Authority Documents and the Official
Statement and compliance with the provisions thereof under the circumstances contemplated thereby,
do not and will not in any material respect conflict with or constitute on the part of the Authority a
violation or 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 or regulation to which the Authority is subject;
6. No authorization, approval, consent or other order of the State of California
or any other governmental authority or agency within the State of California other than the governing
body of the Authority, is required for the valid authorization, execution and delivery by the Authority
of the Authority Documents and the approval of the Official Statement;
KMLYDDAN 26982 257329 6 D-1
7. To the best of such counsel's knowledge, 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 such
counsel's knowledge threatened, against or affecting the Authority, which would adversely impact the
Authority's ability to complete the transactions described in and.contemplated by the Official
Statement or in any way contesting or affecting the validity of the authority Documents of the
transactions relating to the Authority's financing program as described in the Official Statement
wherein an unfavorable decision, ruling or finding would adversely affect the validity and
enforceability of the Authority Documents; and
8. The information contained in the Official Statement under the captions "THE
AUTHORITY" and "LITIGATION" (to the extent such information therein relates to the Authority)
is correct in all material respects and does not contain any untrue or misleading statement of a
material fact or omit a 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.
Respectfully submitted,
KMLYDDAN 26982 257329 6 D-2
APPENDIX E
FORM OF OPINION OF CITY ATTORNEY
[LETTERHEAD OF CITY ATTORNEY OF EACH MEMBER]
Stone & Youngberg LLC
San Diego, California
MBIA Insurance Corporation
Armonk, New York
Re: Countywide Public Financing Authority 1996 Revenue Bonds
Ladies and Gentlemen:
We have acted as City Attorney for to the City of (the "City"), which
City is a member of the Countywide Public Financing Authority (the "Authority"), in connection with
the issuance by the Authority of the Countywide Public Financing Authority 1996 Revenue Bonds.
This opinion is provided pursuant to Section 8(d) of that certain Bond Purchase Agreement, dated
July 16, 1996 (the "Purchase Contract"), by and between the Authority and Stdne & Youngberg LLC,
as underwriter. Capitalized terms used herein and not otherwise defined shall have the meanings
ascribed to them in the Purchase Contract.
1. The City is duly organized and validly existing as a [general law][chartered]
city and municipal corporation of the State of California (the "State").
2. The representations of the City set forth in (i) the Letter of Representation, (ii)
the Site Lease and (iii) the Lease Agreement are, as to all matters of law, true and accurate in all
material respects on and as of the date hereof as though made on such date. The Letter of
Representation, Site Lease and the Lease Agreement are referred to herein as the "City Documents."
3. The resolutions adopted by the City Council of the City (the "Council")
approving the City's (i) participation in the Authority, (ii) authorizing the issuance of the Bonds, and
(iii) approving the execution and delivery of the City Documents were duly adopted at meetings of the
Council, which were 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 such resolutions are in full force and effect
and have not been modified, amended or rescinded as of the date hereof.
4. The City has full right and lawful authority to execute and deliver the City
Documents; the City Documents have been duly authorized, executed and delivered by the City; and
the City Documents are legal, valid and binding obligations of the City enforceable in accordance
with their respective terms, except as such enforcement may be limited by bankruptcy, insolvency,
reorganization, moratorium and other similar laws relating to or limiting creditors' rights generally
and by the principles of equity if equitable remedies are sought.
5. The execution and delivery of the City Documents and the approval of the
Official Statement and the Purchase Contract, and compliance by the City with the provisions thereof,
under the circumstances contemplated thereby, do not and will not in any material respect conflict
KMLYDDAN 26982 287329 6 E-1
with or constitute on the part of the City a breach of or default under any agreement or other
instrument applicable to or binding upon the City, or any existing law, regulation, court order or
consent decree to which the City is subject.
6. The Official Statement has been duly executed and delivered on behalf of the
Authority by an authorized officer of the City.
7. Except as stated in the Official Statement, there is no action, suit, proceeding
or investigation before or by any court, public board or body pending with respect to which the City ,
has been served with process or, to my knowledge, threatened wherein an unfavorable decision,
ruling or finding would: (a) affect the creation, organization, existence or powers of the City or the
Authority, or the titles of their respective officers or the Council members or Board of Directors to
their respective offices; (b) enjoin or restrain the issuance, sale and delivery of the Bonds, the
delivery of the City Documents and the pledge of lease payments under the Lease Agreement or the
pledge of the assets as security for the lease payments; (c) in any way question or affect any of the
rights, powers, duties or obligations of the City with respect to the City Documents, the moneys and
assets pledged or to be pledged to pay the principal of, premium, if any, or interest on the Bonds; (d)
in any way question or affect any authority for the issuance of the Bonds, or the validity or
enforceability of the Bonds or the City Documents; or (e) in any way question or affect the
transactions contemplated by the Purchase Contract or the Official Statement, or any activity relating
to the portion of the Project to be financed by the Bonds.
8. The information contained in the Official Statement under the captions "THE
MEMBERS AND THE LEASED PREMISES," "THE PROJECT" (to the extent the matters therein
relate to the Member), "LITIGATION" and "APPENDIX B - "Information Concerning Members and
Description of Leased Premises" (to the extent the matters therein relate to the Member) is correct in
all material respects and does not contain any untrue or misleading statement of a material fact or
omit a 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.
9. The encumbrances set forth as exceptions to the title insurance policy obtained
by the City with respect to the Leased Premises constitute "Permitted Encumbrances" as defined in
the Lease Agreement, and such encumbrances do not materially impair the use of the Leased Premises
and the sites thereof for the purposes for which they are, or may reasonably be expected to be, held.
Respectfully submitted,
IGM.YDDAN 26982 257329 6 E-2
APPENDIX F
FORM OF OPINION OF COUNSEL TO TRUSTEE
[LETTERHEAD OF TRUSTEE COUNSEL]
Stone & Youngberg LLC
4350 La Jolla Village Drive
Suite 840
San Diego, California 92122
Re: Countywide Public Financing Authority 1996 Revenue Bonds
Ladies and Gentlemen:
I have acted as counsel to U.S. Trust Company of California, N.A., as trustee (the
"Trustee") under that certain Indenture of Trust, dated as of July 1, 1996 (the "Indenture"), by and
between the Trustee and the Countywide Public Financing Authority (the "Authority"), in connection
with the issuance by the Authority of its 1996 Revenue Bonds (the "Bonds"). This opinion is
provided pursuant to Section 8(e) of that certain Bond Purchase Agreement, dated July 16, 1996 (the
"Purchase Contract"), by and between the Authority and Stone& Youngberg LLC, as underwriter.
Capitalized terms used herein and not otherwise defined shall have the meanings ascribed to them in
the Purchase Contract.
1. The Trustee has been duly organized and is validly existing and in good
standing as a [state banking corporation/national banking association] with full corporate power to
undertake its obligations under the Indenture.
2. The Trustee has duly authorized, executed and delivered the Indenture and by
all proper corporate action has authorized the acceptance of its obligations thereunder.
3. Assuming the due authorization, execution and delivery by the Authority, the
Indenture constitutes the legally valid and binding agreement of the Trustee, enforceable against the
Trustee in accordance with its terms, except as such enforcement may be limited by bankruptcy,
insolvency, reorganization, moratorium or similar laws or equitable principles relating to or limiting
creditors' rights generally.
4. The Bonds have been validly authenticated and delivered by the Trustee in
accordance with the terms of the Indenture.
5. No authorization, approval, consent or other order of any governmental entity
or regulatory authority having jurisdiction over the banking and trust activities of the Trustee that has
not been obtained is or will be required for the valid authorization, execution and delivery of the
Indenture by the Trustee or the performance by the Trustee of its obligations under the Indenture.
6. The execution and delivery of the Indenture, and compliance with the
provisions thereof, will not conflict with or constitute a breach of or default under, the Trustee's
duties or obligations under any law, administrative regulation, court decree, resolution, charter, by-
laws, agreement, instrument or commitment applicable to or binding upon the Trustee.
Respectfully submitted,
KMLYDDAN 26982 257329 6 F-1
APPENDIX G
FORM OF CLOSING CERTIFICATE OF TRUSTEE
The undersigned, on behalf of U.S. Trust Company of California, N.A. (the
"Trustee"), hereby makes the following certifications pursuant to Section 8(g) of the Bond Purchase
Agreement, dated July 16, 1996 (the "Purchase Contract"), by and between the Countywide Public
Financing Authority (the "Authority") and Stone& Youngberg LLC, as underwriter. Capitalized
terms used herein and not otherwise defined shall have the meanings ascribed to them in the Purchase
Contract.
1. I am a duly authorized officer of the Trustee and as such I am familiar with
the facts herein certified and authorized and qualified to certify the same.
2. The Trustee has been duly organized and is validly existing and in good
standing as a [state banking corporation/national banking association] with full corporate power to
undertake its obligations under the Indenture.
3. The Trustee has duly authorized, executed and delivered the Indenture and by
all proper corporate action has authorized the acceptance of its obligations thereunder.
4. The Bonds have been validly authenticated and delivered by the Trustee in
accordance with the terms of the Indenture.
5. Pursuant to the Indenture, the Trustee will apply the proceeds from the Bonds
to the purposes specified in the Indenture.
6. No authorization, approval, consent or other order of any governmental entity
or regulatory authority having jurisdiction over the banking and trust activities of the Trustee that has
not been obtained is or will be required for the valid authorization, execution and delivery of the
Indenture by the Trustee or the performance by the Trustee of its obligations under the Indenture.
7. The execution and delivery of the Trustee Agreement, and compliance with
the provisions thereof, will not conflict with or constitute a breach of or default under, the Trustee's
duties or obligations under any law, administrative regulation, court decree, resolution, charter, by-
laws, agreement, instrument or commitment applicable to or binding upon the Trustee.
8. The Trustee is duly authorized to accept the obligations created by the
Indenture and to authenticate the Bonds pursuant to the terms thereof, and the Trustee has
authenticated and delivered the Bonds in accordance with the terms of the Indenture.
Dated: [Closing Date]
By:
Title:
KMLYDDAN 26962 257329 6 G-1
APPENDIX H
FORM OF CLOSING CERTIFICATE OF AUTHORITY
The undersigned, on behalf of the Countywide Public Financing Authority (the
"Authority"), hereby makes the following certifications pursuant to Section 8(n) of the Bond Purchase
Agreement, dated July 16, 1996 (the "Purchase Contract"), by and between the Authority and Stone
& Youngberg LLC, as underwriter. Capitalized terms used herein and not otherwise defined shall
have the meanings ascribed to them in the Purchase Contract.
1. The undersigned is the duly elected or appointed Treasurer of the Authority
and, as such, is familiar with the facts herein certified and is authorized to certify the same on behalf
of the Authority.
2. The Authority is a public body corporate and politic, duly organized and
validly existing under the laws of the State of California.
3. The Authorizing Resolutions are in full force and effect and have not been
amended, modified, repealed or rescinded in any manner as of the date hereof.
4. The Authority has all necessary power and authority to authorize and issue the
Bonds and to execute, deliver and perform its obligations under each of the Authority Documents.
5. The Authority has, by all necessary action, duly approved and authorized the
execution and delivery of the Official Statement, and has, by all necessary action, duly approved and
authorized the execution and delivery of, and the performance by the Authority of its obligations
contained in, the Authority Documents.
6. The Bonds and the Authority Documents have been duly executed and
delivered by the Authority and, assuming due authorization, execution and delivery by the other
parties thereto, constitute legally valid and binding agreements of the Authority.
7. The Authority has complied with all the agreements and satisfied all the
conditions on its part to be performed or satisfied at or prior to the date hereof under the Authority
Documents, and the representations, agreements and warranties of the Authority contained in the
Authority Documents are true and correct in all material respects as if made as of the date hereof.
8. The Authority has no knowledge or reason to believe that the information in
the Official Statement concerning the Authority contains any untrue statement of a material fact 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.
9. To the best knowledge of the undersigned there is no action, suit, proceeding,
inquiry or investigation before or by any court, public board or body pending or threatened against or
affecting the Authority wherein an unfavorable decision, ruling or finding would restrain or enjoin the
issuance, sale, execution or delivery of the Bonds or in any way contest or adversely affect (i) the
validity of the Bonds, (ii) the validity of the proceedings of the Authority taken with respect to the
issuance or sale of the Bonds, (iii) the pledge or application of any moneys or securities provided for
the payment of the Bonds, (iv) the existence or powers of the Authority or the title of any officers of
the Authority to their respective positions, (v) the validity or enforceability of, or the authority or
ability of the Authority to perform its obligations under, Authority Documents or any other agreement
KM:LYDDAN 26982 257329 6 H-1
or instrument to which the Authority is a party and which has been or will be executed in connection
with the consummation of the transactions contemplated by the foregoing documents, or (vi) the
transactions contemplated to be performed by the Authority in the Official Statement.
Dated: July 31, 1996
COUNTYWIDE PUBLIC FINANCING AUTHORITY
By:
Treasurer
KMLYDDAN 26982 257329 6 H-2