HomeMy WebLinkAboutSAFA & CITIGROUP GLOBAL - 2004
A-2004-022
COpy
$38,845,000
SANTA ANA FINANCING AUTHORITY
POLICE ADMINISTRATION AND HOLDING FACILITY
LEASE REVENUE REFUNDING BONDS
SERIES 2004A
PURCHASE CONTRACT
February4,2004
Santa Ana Financing Authority
20 Civic Center Plaza
Santa Ana, California 92702
City of Santa Ana
20 Civic Center Plaza
Santa Ana, California 92702
Ladies and Gentlemen:
The undersigned Citigroup Global Markets Inc. (the "Underwriter"), offers to enter into this
Purchase Contract (which, together with Exhibit A, is referred to as the "Purchase Contract") with
the Santa Ana Financing Authority (the "Authority") and the City of Santa Ana, California (the
"City"), which, upon the acceptance of the Authority and the City, will be binding upon the
Authority, the City and the Underwriter. This offer is made subject to acceptance by the Authority
and by the City by the execution of this Purchase Contract and delivery of the same to the
Underwriter prior to II :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 herein and
not otherwise defined shall have the meanings set forth in the Indenture, defined below.
Section 1. Purchase and Sale. Upon the terms and conditions and upon the basis of the
representations, warranties and agreements herein set forth, the Underwriter hereby agrees to
purchase from the Authority and the City, and the Authority and the City hereby agree to issue, sell
and deliver to the Underwriter all (but not less than all) of the Santa Ana Financing Authority Lease
Revenue Bonds, Series 2004A in the aggregate principal amount of $38,845,000.00 (the "Bonds").
The Bonds will be dated as of their date of delivery. Interest on the Bonds shall be payable
semiannually on January I and July I in each year (each an "Interest Payment Date") commencing
July I, 2004 and will bear interest at the rates and on the dates as set forth in Exhibit A hereto. The
purchase price for the Bonds shall be $41,025,978.59 (which includes an Underwriter' discount of
$202,538.21, and an original issue premium in the amount of$2,383,516.80).
Section 2. The Bonds. The Bonds shall be secured by Revenues consisting primarily of
base rental payments ("Base Rental") to be paid by the City pursuant to a certain Lease Agreement,
dated as of March I, 1994, by and between the City and the Authority as modified by the
Modification of Lease Agreement, dated as of September I, 1994 and as amended by First
Amendment to Lease dated as of February I, 2004 (collectively, the "Lease Agreement"). The
DOCSOCII 014263v4\22452.01 02
Authority's right to receive the Base Rental due under the Lease Agreement and to exercise remedies
upon default under such Lease Agreement shall be assigned to the Trustee for the benefit of the
owners of the Bonds pursuant to an Assignment Agreement, dated as of March I, 1994, by and
between the Authority and Meridian Trust Company of California, as prior trustee, as amended by
the First Amendment to Assignment Agreement (collectively, the "Assignment Agreement"), dated
as of February I, ZO04 by and between the Authority and BNY Western Trust Company, as
successor trustee (the "Trustee").
The Bonds shall be as described in, and shall be secured under and pursuant to an Indenture,
dated as of March 1,1994, by and between the Authority and Meridian Trust Company of California,
as prior trustee, as amended and supplemented including by the First Supplemental Indenture, dated
as of February 1,2004, by and between the Authority and the Trustee (collectively, the "Indenture")
substantially in the form previously submitted to the Underwriter with only such changes therein as
shall be mutually agreed upon by the Authority, the City and the Underwriter.
The proceeds of the Bonds shall be used to (i) provide for the advance refunding and
defeasance of a portion of the $107,399,438.50 Santa Ana Financing Authority Police Administration
and Holding Facility Lease Revenue Refunding Bonds, Series 1994A (the "1994 Bonds") in an
aggregate principal amount of $38,830,000 (the "Refunded Bonds"), and related City base rental
payment obligations, (ii) fund the Reserve Account established under the Indenture, and (iii) pay for
the costs of issuance of the Bonds, including the premium with respect to a financial guaranty
insurance policy (the "Policy") to be issued by MBIA Insurance Corporation (the "Insurer").
Section 3. Public Offering. The Underwriter agrees to make an initial public offering
of all the Bonds at the public offering prices (or yields) set forth on Exhibit A attached hereto and
incorporated herein by reference. Subsequent to the initial public offering, the Underwriter reserves
the right to change the public offering prices (or yields) as they deem necessary in connection with
the marketing of the Bonds, provided that the Underwriter shall not change the interest rates set forth
on Exhibit A. The Bonds may be offered and sold to certain dealers at prices lower than such initial
public offering prices.
Section 4. The Official Statement. By its acceptance of this proposal, the Authority
and the City ratify, confirm and approve of the use and distribution by the Underwriter prior to the
date hereof of the preliminary official statement relating to the Bonds dated February Z7, ZO04
(including the cover page, all appendices and all information incorporated therein, the "Preliminary
Official Statement") that authorized officers of the City deemed "final" as of its date, for purposes of
Rule 15cZ-IZ promulgated under the Securities Exchange Act of 1934 ("Rule 15cZ-IZ") except for
certain omissions permitted to be omitted therefrom by Rule 15cZ-IZ. The Authority and the City
hereby agree to deliver or cause to be delivered to the Underwriter, within seven business days of the
date hereof, copies of the final official statement, dated the date hereof, relating to the Bonds
(including all information previously permitted to have been omitted by Rule 15cZ-IZ) the cover
page, all appendices, all information incorporated therein and any amendments or supplements as
have been approved by the Authority, the City and the Underwriter (the "Official Statement") in such
quantity as the Underwriter shall reasonably request to comply with Securities and Exchange
Commission Rule 15cZ-12(b)(4) and the rules of the Municipal Securities Rulemaking Board (the
"MSRB").
The Underwriter hereby agrees that it will not request that payment be made by any
purchaser of the Bonds prior to delivery by the Underwriter to the purchaser of a copy of the Official
Z
DOCSOC\1014263v4\22452.0102
Statement. The Underwriter agrees to (i) provide the Authority and the City with final pricing
information on the Bonds on a timely basis and (ii) promptly file a copy of the final Official
Statement, including any supplements prepared by. the Authority or the City with a nationally
recognized municipal securities information repository. The Authority and the City hereby approve
of the use and distribution by the Underwriter of the Official Statement in connection with the offer
and sale of the Bonds. The Authority and the City will cooperate with the Underwriter in the filing
by the Underwriter of the Official Statement with a nationally recognized municipal securities
information repository.
Section 5. Closing. At 8:00 a.m., California time, on February 26, 2004, or at such
other time or date as the Authority and the Underwriter agree upon, the Authority shall deliver or
cause to be delivered to the Trustee, and the Trustee shall deliver or cause to be delivered to The
Depository Trust Company, New York New York ("DTC"), the Bonds in definitive form, duly
executed and authenticated. Concurrently with the delivery of the Bonds, the Authority and the City
will deliver the documents hereinafter mentioned at the offices of Orrick, Herrington & Sutcliffe
LLP, Los Angeles, California or another place to be mutually agreed upon by the Authority, the City
and the Underwriter. The Underwriter will accept such delivery and pay the purchase price of the
Bonds as set forth in Section I hereof by wire transfer in immediately available funds (less $364,000
which shall be wired directly to Insurer for payment of the premium on the Policy). This payment
for and delivery of the Bonds, together with the delivery of the aforementioned documents, is herein
called the "Closing."
The Bonds shall be registered in the name of Cede & Co., as nominee of DTC in
denominations of five thousand dollars ($5,000) or any integral multiple thereof, at least three
business days prior to the Closing and shall be made available to the Underwriter at least one
(I) business day before the Closing for purposes of inspection and packaging. The Authority and the
City acknowledge that the services of DTC will be used initially by the Underwriter in order to
permit the issuance of the Bonds in book-entry form, and agree to cooperate fully with the
Underwriter in employing such services.
The Underwriter hereby agrees to make a bona fide public offering of all Bonds at prices not
in excess of the initial public offering prices (or yields) set forth on the cover page of the Official
Statement, reserving, however, the right to change such yields or prices after the initial public
offering as the Underwriter shall deem necessary in connection with the offering of the Bonds upon
reasonable notice to, and with the consent of the Authority and the City. The Underwriter shall
provide to the Authority and the City on the Closing Date a certificate setting forth the offering prices
to the public of each maturity of the Bonds at which a substantial amount of such maturities were
sold, each certificate to be in a form acceptable to Bond Counsel.
Section 6. Representations, Warranties and Covenants of the Authority.
Authority represents, warrants and covenants to the Underwriter and the City that:
The
(a) The Authority is and will be at the date of Closing a public body, corporate
and politic, duly organized and existing pursuant to and under the Constitution and laws of the State
of California and has all necessary power and authority to enter into and perform its duties under the
Indenture, the Ground Lease Agreement, dated as of March I, 1994 by and between the City and the
Authority, as modified by the Modification of Ground Lease Agreement, dated as of September I,
1994 (as modified, the "Ground Lease"), the Lease Agreement, the Assignment Agreement, the
Escrow Agreement dated as of February 1,2004 (the "Escrow Agreement"), by and among the City,
3
DOCSOCl1014263v4\22452.0 102
the Authority and the Trustee, as Escrow Bank, and this Purchase Contract (collectively, the
"Authority Documents").
(b) By official action of the Authority prior to or concurrently with the
acceptance hereof, the Authority has duly approved the distribution of the Preliminary Official
Statement and the distribution of the Official Statement (including in electronic form), and has duly
authorized and approved the execution and delivery of, and the performance by the Authority of the
obligations on its part contained, in the Authority Documents. When executed and delivered, each
Authority Document will constitute the legal, valid and binding obligation of the Authority
enforceable in accordance with its terms, except as enforcement may be limited by bankruptcy,
insolvency, reorganization, moratorium or similar laws or equitable principles relating to or affecting
creditors' rights generally.
(c) Prior to the date hereof, the Authority has provided to the Underwriter for its
review the Preliminary Official Statement that an authorized officer of the City has deemed final for
purposes of Rule 15cZ-IZ, has approved the distribution of the Preliminary Official Statement and
the Official Statement and has duly authorized the execution and delivery of the Official Statement
(including in electronic form). The Preliminary Official Statement, at the date thereof, did not
contain any untrue statement of a material fact or omit to state any material fact necessary to make
the statements therein (other than the information relating to the financial guaranty insurance policy,
the Insurer and The Depository Trust Company and its book-entry system, as to which no view is
expressed), in the light of the circumstances under which they were made, not misleading. At the
date hereof and on the Closing Date, the Final Official Statement did not and will not contain any
untrue statement of a material fact or omit to state any material fact necessary to make the statements
therein (other than the information relating to the financial guaranty insurance policy, the Insurer and
The Depository Trust Company and its book-entry system, as to which no view is expressed), in the
light of the circumstances under which they were made, not misleading. The Authority hereby
covenants and agrees that, within seven business days from the date hereof, the Authority shall cause
a final printed form of the Official Statement to be delivered to the Underwriter in sufficient quantity
to comply with paragraph (b)(4) of Rule 15cZ-12 and Rules of the Municipal Securities Rulemaking
Board.
(d) To the best knowledge of the undersigned officer of the Authority, the
execution and delivery by the Authority of the Authority Documents and the approval and execution
by the Authority of the Official Statement and compliance with the provisions on the Authority's part
contained in the Authority Documents, will not conflict with or constitute a breach of or default
under any law, administrative regulation, judgment, decree, loan agreement, indenture, bond, note,
resolution, agreement or other instrument to which the Authority is a party or is otherwise subject to,
which conflict, breach or default has or may have a material adverse effect on the ability of the
Authority to carry out its obligations under the Authority Documents, nor will any such execution,
delivery, adoption or compliance result in the creation or imposition of any material lien, charge or
other security interest or encumbrance of any nature whatsoever upon any of the properties or assets
of the Authority under the terms of any such law, administrative regulation, judgment, decree, loan
agreement, indenture, bond, note, resolution, agreement or other instrument, except as provided by
the Authority Documents.
(e) 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
4
DOCSOC\1014263v4\22452.0102
withheld. The Authority will advise the Underwriter promptly of the institution of any proceedings
known to it by any governmental Authority prohibiting or otherwise affecting the use of the Official
Statement in connection with the offering, sale or distribution of the Bonds.
(f) To the best knowledge of the undersigned officer of the Authority, after
reasonable inquiry, the Authority is not in breach of or default under any applicable law or
administrative regulation of the State of California or the United States or any applicable judgment or
decree or any loan agreement, indenture, bond, note, resolution, agreement or other instrument to
which the Authority is a party or is otherwise subject, and no event has occurred and is continuing
which, with the passage of time or the giving of notice, or both, would constitute a default or an
event of default under any such instrument, in each case which breach or default has or may have a
material adverse effect on the ability of the Authority to perform its obligations under the Authority
Documents.
(g) As of the time of acceptance hereof and as of the date of Closing, no action,
suit, proceeding, inquiry or investigation, at law or in equity, before or by any court, government
Authority, public board or body, is pending or, to the best knowledge of the officers of the Authority,
threatened (i) in any way questioning the corporate existence of the Authority or the titles of the
officers of the Authority to their respective offices, (ii) affecting, contesting or seeking to prohibit,
restrain or enjoin the execution or delivery of any of the Bonds, or in any way contesting or affecting
the validity of the Bonds or the Authority Documents or the consummation of the transactions
contemplated thereby, or contesting the exclusion of the interest on the Bonds from gross income for
federal income tax purposes or contesting the powers of the Authority to enter into the Authority
Documents or (iii) contesting the complete ness or accuracy of the Preliminary Official Statement or
the Official Statement or any supplement or amendment thereto or asserting that the Preliminary
Official Statement or the Official Statement contained any untrue statement of a material fact or
omitted to state any material fact required to be stated therein or necessary to make the statements
therein, in the light of the circumstances under which they were made, not misleading, and there is no
basis for any action, suit, proceeding, inquiry or investigation of the nature described in clause (i)
through (iii) of this sentence.
(b) Any certificate signed by any officer of the Authority authorized to execute
such certificate in connection with the execution, sale and delivery of the Bonds and delivered to the
Underwriter shall be deemed a representation and warranty of the Authority to the Underwriter and
the City as to the statements made therein but not of the person signing such certificate.
Section 7. Representations, Warranties and Covenants of the City.
represents, warrants and covenants to the Underwriter and the Authority that:
The City
(a) The City is and will be at the date of Closing a charter city and a municipal
corporation duly organized and existing pursuant to and under the Constitution and laws of the State
of California and has all necessary power and authority to enter into and perform its duties under the
Continuing Disclosure Certificate relating to the Bonds (the "Continuing Disclosure Certificate"), the
Ground Lease, the Lease Agreement, the Indenture, the Escrow Agreement and this Purchase
Contract (collectively, the "City Documents," and together with the Authority Documents, the "Legal
Documents") and has by official action duly authorized and approved the execution and delivery of,
and the performance by the City of the obligations on its part contained in the City Documents.
5
DOCSOCll 0 14263v4\22452.01 02
(b) By official action of the City prior to or concurrently with the acceptance
hereof, the City has duly approved the distribution of the Preliminary Official Statement and the
distribution of the Official Statement (including in electronic form), and has duly authorized and
approved the execution and delivery of, and the performance by the City of the obligations on its part
contained, in the City Documents. When executed and delivered, each City Document will constitute
the legally valid and binding obligation of the City enforceable in accordance with its terms, except
as enforcement may be limited by bankruptcy, insolvency, reorganization, moratorium or similar
laws or equitable principles relating to or affecting creditors' rights generally.
(c) The Preliminary Official Statement heretofore delivered to the Underwriter is
hereby deemed final by the City as of its date and as of the date hereof, except for the omission of
such information as is permitted to be omitted in accordance with paragraph (b )(i) of Rule 15c2-l2.
The Preliminary Official Statement, at the date thereof, did not contain any untrue statement of a
material fact or omit to state any material fact necessary to make the statements therein (other than
the information relating to the financial guaranty insurance policy, the Insurer and The Depository
Trust Company and its book-entry system, as to which no view is expressed), in the light of the
circumstances under which they were made, not misleading. At the date hereof and on the Closing
Date, the Final Official Statement did not and will not contain any untrue statement of a material fact
or omit to state any material fact necessary to make the statements therein (other than the information
relating to the financial guaranty insurance policy, the Insurer and The Depository Trust Company
and its book-entry system, as to which no view is expressed), in the light of the circumstances under
which they were made, not misleading. The City hereby covenants and agrees that, within seven
business days from the date hereof, the City shall cause a final printed form of the Official Statement
to be delivered to the Underwriter in sufficient quantity to comply with paragraph (b)(4) of Rule
15cZ-IZ and Rules of the Municipal Securities Rulemaking Board.
(d) To the best knowledge of the undersigned officer of the City, the execution
and delivery by the City of the City Documents and the approval by the City of the Official
Statement and compliance with the provisions on the City's part contained in the City Documents,
will not conflict with or constitute a breach of or default under any law, administrative regulation,
judgment, decree, loan agreement, indenture, bond, note, resolution, agreement or other instrument to
which the City is a party or is otherwise subject to, which conflict, breach or default has or may have
a material adverse effect on the ability of the City to carry out its obligations under the City
Documents, nor will any such execution, delivery, adoption or compliance result in the creation or
imposition of any material lien, charge or other security interest or encumbrance of any nature
whatsoever upon any of the properties or assets of City under the terms of any such law,
administrative regulation, judgment, decree, loan agreement, indenture, bond, note, resolution,
agreement or other instrument, except as provided by the City Documents.
(e) The City will advise the Underwriter promptly of any proposal to amend or
supplement the Official Statement and will not effect or consent to any such amendment or
supplement without the consent of the Underwriter, which consent will not be unreasonably
withheld. The City will advise the Underwriter promptly of the institution of any proceedings known
to it by any governmental Authority prohibiting or otherwise affecting the use of the Official
Statement in connection with the offering, sale or distribution of the Bonds.
(f) To the best knowledge of the undersigned officer of the City, after reasonable
inquiry, the City is not in breach of or default under any applicable law or administrative regulation
of the State of California or the United States or any applicable judgment or decree or any loan
6
DOCSOClIO14263v4\22452.0102
agreement, indenture, bond, note, resolution, agreement or other instrument to which the City is a
party or is otherwise subject, and no event has occurred and is continuing which, with the passage of
time or the giving of notice, or both, would constitute a default or an event of default under any such
instrument, in each case which breach or default has or may have a material adverse effect on the
ability of the City to perform its obligations under the City Documents.
(g) The financial statements relating to the receipts, expenditures and cash
balances of the City as of June 30, ZO03 attached as Appendix C to the Official Statement fairly
represent the receipts, expenditures and cash balances of the General Fund. Except as disclosed in
the Official Statement or otherwise disclosed in writing to the Underwriter, there has not been any
materially adverse change in the financial condition of the General Fund or in its operations since
June 30, ZO03 and there has been no occurrence, circumstance or combination thereof which is
reasonably expected to result in any such materially adverse change.
(b) As of the time of acceptance hereof and as of the date of Closing, no action,
suit, proceeding, inquiry or investigation, at law or in equity, before or by any court, government
Authority, public board or body, is pending or, to the best knowledge of the officers of the City,
threatened (i) in any way questioning the corporate existence of the City or the titles of the officers of
the City to their respective offices; (ii) affecting, contesting or seeking to prohibit, restrain or enjoin
the execution or delivery of any of the Bonds, or in any way contesting or affecting the validity of the
Bonds or the City Documents or the consummation of the transactions contemplated thereby, or
contesting the exclusion of the interest on the Bonds from gross income for federal income tax
purposes or contesting the power of the City to enter into the City Documents; (iii) which may result
in any material adverse change to the financial condition of the City or to its ability to pay the Base
Rental when due; or (iv) contesting the completeness or accuracy of the Preliminary Official
Statement or the Official Statement or any supplement or amendment thereto or asserting that the
Preliminary Official Statement or the Official Statement contained any untrue statement of a material
fact or omitted to state any material fact required to be stated therein or necessary to make the
statements therein, in the light of the circumstances under which they were made, not misleading,
and there is no basis for any action, suit, proceeding, inquiry or investigation of the nature described
in clause (i) through (iv) of this sentence.
(i) To the extent required by law, the City will undertake, pursuant to the Lease
Agreement and the Continuing Disclosure Certificate, to provide annual reports and notices of
certain events, if material. A description of this undertaking is set forth in Appendix E to the
Preliminary Official Statement and will also be set forth in the final Official Statement.
(j) Any certificate signed by any officer of the City authorized to execute such
certificate in connection with the execution, sale and delivery of the Bonds and delivered to the
Underwriter shall be deemed a representation and warranty of the City to the Underwriter and the
Authority as to the statements made therein but not of the person signing such certificate.
(k) The City has never failed to comply in all material respects with any previous
undertakings with regard to Rule 15cZ-IZ to provide annual financial and operating data or notices of
material events.
Section 8. Conditions to the Obligations of the Underwriter. The Underwriter has
entered into this Purchase Contract in reliance upon the representations and warranties of the
Authority and the City contained herein. The obligations of the Underwriter to accept delivery of
7
DOCSOCl1 014263v4\22452.01 02
and pay for the Bonds on the date of the Closing shall be subject, at the option of the Underwriter, to
the accuracy in all material respects of the statements of the officers and other officials of the
Authority and of the City, as well as authorized representatives of Bond Counsel, the Trustee,
Underwriter's Counsel and Bond Counsel made in any Bonds or other documents furnished pursuant
to the provisions hereof; to the performance by the Authority and the City of their obligations to be
performed hereunder at or prior to the date of the Closing; and to the following additional conditions:
(a) The representations, warranties and covenants of the City and the Authority
contained herein shall be true, complete and correct at the date hereof and at the time of the Closing,
as if made on the date of the Closing.
(b) At the time of Closing, the Legal Documents shall be in full force and effect
as valid and binding agreements between or among the various parties thereto, and the Legal
Documents and the Official Statement shall not have been amended, modified or supplemented
except as may have been agreed to in writing by the Underwriter, and all such reasonable actions as,
in the opinion of Bond Counselor Underwriter's Counsel, shall reasonably deem necessary in
connection with the transactions contemplated hereby;
(c) At the time of the Closing, no default shall have occurred or be existing under
the Authority Documents, the City Documents, or any other agreement or document pursuant to
which any of the City's financial obligations were executed and delivered, and the City shall not be
in default in the payment of principal or interest with respect to any of its financial obligations, which
default would adversely impact the ability of the City to make the Base Rental.
(d) In recognition of the desire of the Authority, the City and the Underwriter to
effect a successful public offering of the Bonds, and in view of the potential adverse impact of any of
the following events on such a public offering, this Agreement shall be subject to termination in the
absolute discretion of the Underwriter by notification, in writing, to the Authority and the City prior
to delivery of and payment for the Bonds, if at any time prior to such time, regardless of whether any
of the following statements of fact were in existence or known of on the date of this Purchase
Contract:
(i) any event shall occur which makes untrue any statement or results in
an omission to state a material fact necessary to make the statements in the Official
Statement, in the light of the circumstances under which they were made, not
misleading, which event, in the reasonable opinion of the Underwriter would
materially or adversely affect the ability of the Underwriter to market the Bonds; or
(ii) the marketability of the Bonds or the market price thereof, in the
opinion of the Underwriter, has been materially adversely affected by an amendment
to the Constitution of the United States or by any legislation in or by the Congress of
the United States or by the State of California, or the amendment of legislation
pending as of the date of this Purchase 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 Cornmittee on Ways and Means of the United States House of
Representatives, or the proposal for consideration of legislation by either such
DOCSOC\10 14263v4\22452.01 02
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
affecting the federal or State tax status of the Authority or the City, or the interest on
or with respect to bonds or notes (including the Bonds); or
(iii) any legislation, ordinance, rule or regulation shall be introduced in, or
be enacted by any governmental body, department or Authority of the State, or a
decision by any court of competent jurisdiction within the State shall be rendered
which materially adversely affects the market price of the Bonds; or
(iv) an order, decree or injunction issued by any court of competent
jurisdiction, or order, ruling, regulation (fmal, temporary or proposed), official
statement or other form of notice or communication issued or made by or on behalf of
the Securities and Exchange Commission, or any other governmental Authority
having jurisdiction of the subject matter, to the effect that: (i) obligations of the
general character of the Bonds, or the Bonds, including any or all underlying
arrangements, are not exempt from registration under the Securities Act of 1933, as
amended, or that the Indenture is not exempt from qualification under the Trust
Indenture Act of 1939, as amended; or (ii) the issuance, offering or sale of obligations
of the general character of the Bonds, or the issuance, offering or sale of the Bonds,
including any or all underlying obligations, as contemplated hereby or by the Official
Statement, is or would be in violation of the federal securities laws as amended and
then in effect; or
(v) legislation shall be enacted by the Congress of the United States, or a
decision by a court of the United States shall be rendered, to the effect that
obligations of the general character of the Bonds, or the Bonds are not exempt from
registration under or other requirements of the Securities Act of 1933, as amended
and as then in effect, or the Securities Exchange Act of 1934, as amended and as then
in effect, or that the Indenture is not exempt from qualification under or other
requirements of the Trust Indenture Act of 1939, as amended and as then in effect; or
(vi) additional material restrictions not in force as of the date hereof shall
have been imposed upon trading in securities generally by any domestic
governmental authority or by any domestic national securities exchange, which are
material to the marketability of the Bonds; or
(vii) a general banking moratorium shall have been declared by federal,
State or New York authorities, or the general suspension of trading on any national
securities exchange; or
(viii) there shall have occurred any outbreak or escalation of hostilities,
declaration by the United States of a national emergency or war or other calamity or
9
DOCSOCII 014263v4\22452.0 1 02
crisis the effect of which on financial markets is materially adverse such as to make
it, in the sole judgment of the Underwriter, impractical or inadvisable to proceed with
the purchase or delivery of the Bonds as contemplated by the Final Official Statement
(exclusive of any amendment or supplement thereto); or
(ix) any rating of the Bonds or the rating of any obligations of the City
secured by the City's general fund shall have been downgraded or withdrawn by a
national rating service, which, in the opinion of the Underwriter, materially adversely
affects the market price of the Bonds; or
(x) the commencement of any action, suit or proceeding described in
Section 6(g) or Section 7(h);
(e) at or prior to the Closing, the Underwriter shall receive the following
documents, in each case to the reasonable satisfaction in form and substance of the Underwriter:
(i) all resolutions relating to the Bonds adopted by the Authority and
certified by an authorized official of the Authority authorizing the execution and
delivery of the Bonds, the Authority Documents and the Official Statement;
(ii) all resolutions relating to the Bonds adopted by the City and certified
by an authorized official of the City authorizing the execution and delivery of the
City Documents and the delivery of the Bonds and the Official Statement;
(iii) the Legal Documents duly executed and delivered by the respective
parties thereto, with only such amendments, modifications or supplements as may
have been agreed to in writing by the Underwriter;
(iv) the approving opinion of Orrick, Herrington & Sutcliffe LLP, Bond
Counsel, dated the date of Closing and addressed to the Authority and the City, in
substantially the form attached as Appendix D to the Official Statement, and a
reliance letter thereon addressed to the Underwriter and the Insurer;
(v) a supplemental opinion of Bond Counsel dated the date of Closing
and addressed to the Underwriter, to the effect that:
(A) the statements on the cover of the Official Statement and in
the Official Statement under the captions "INTRODUCTION,"
"CONTINUING DISCLOSURE," "THE REFUNDING PLAN," "THE
BONDS," "SECURITY FOR THE BONDS" and "TAX MATTERS," and in
"APPENDIX A - SUMMARY OF PRINCIPAL LEGAL DOCUMENTS"
and "APPENDIXD - PROPOSED FORM OF BOND COUNSEL
OPINION," excluding any material that may be treated as included under
such captions and appendices by any cross-reference, insofar as such
statements expressly summarize provisions of the Bonds, the Ground Lease,
the Lease Agreement, the Assignment Agreement, the Indenture, the Escrow
Agreement and Bond Counsel's final opinion concerning certain federal tax
matters relating to the Bonds, are accurate in all material respects as of the
date of Closing, provided that Bond Counsel need not express any opinion
10
DOCSOCl1 0 14263v4\22452.01 02
with respect to any financial or statistical data contained therein or with
respect to the book-entry system in which the Bonds are initially delivered;
(B) The Purchase Contract and the Escrow Agreement have been
duly authorized, executed and delivered by the City and the Authority and are
the valid, legal and binding agreements of the City and the Authority
enforceable in accordance with their terms, except that the rights and
obligations under the Purchase Contract and the Escrow Agreement are
subject to bankruptcy, insolvency, reorganization, moratorium, fraudulent
conveyance and other similar laws affecting creditors' rights, to the
application of equitable principles if equitable remedies are sought, to the
exercise of judicial discretion in appropriate cases and to limitations on legal
remedies against public agencies in the State, and provided that no opinion is
expressed with respect to any indemnification or contribution provisions
contained therein.
(C) The Bonds are not subject to the registration requirements of
the Securities Act of 1933, as amended, and the Indenture is exempt from
qualification under the Trust Indenture Act of 1939, as amended.
(vi) a defeasance opinion of Bond Counsel dated the date of Closing and
addressed to the Underwriter and the Insurer to the effect that, as a result of the
deposit and application of a portion of the proceeds of the Bonds with the trustee for
the Refunded Bonds on the Closing Date and compliance with certain provisions of
the Indenture, and relying on the report of the Verification Agent as to the sufficiency
of the amount so deposited for such purposes, the Refunded Bonds have ceased to be
entitled to the lien of the Indenture and such lien and all covenants, agreements and
other obligations of the Authority under the Indenture have ceased thereunder and
become void as to such Refundable Bond.
(vii)
the Official Statement, executed on behalf of the City;
(viii) evidence that the Bonds have been rated "Aaa" by Moody's Investors
Service and "AAA" by Fitch Ratings;
(ix) a certificate, dated the date of Closing, signed by a duly authorized
officer of the Authority satisfactory in form and substance to the Underwriter to the
effect that: (i) the representations, warranties and covenants of the Authority
contained in this Purchase Contract are true and correct in all material respects on and
as of the date of Closing with the same effect as if made on the date of the Closing by
the Authority, and the Authority has complied with all of the terms and conditions of
this Purchase Contract required to be complied with by the Authority at or prior to the
date of Closing; (ii) to the best of such officer's knowledge, no event affecting the
Authority has occurred since the date of the Official Statement which should be
disclosed in the Official Statement for the purposes for which it is to be used or
which is necessary to disclose therein in order to make the statements and
information therein not misleading in any material respect; (iii) the information and
statements contained in the Official Statement (other than information relating to the
Insurer, the financial guaranty insurance policy, and The Depository Trust Company
11
DOCSOCl1 014263v4\22452.0 1 02
and its book-entry system) did not as of its date and do not as of the Closing conta in
an untrue statement of a material fact or omit to state any material fact necessary to
make the statements therein, in the light of the circumstances under which they were
made, not misleading in any material respect; and (iv) to the best of its knowledge
after reasonable investigation, the Authority is not in breach of or default under any
applicable law or administrative regulation of the State of California or the United
States or any applicable judgment or decree or any loan agreement, indenture, bond,
note, resolution, agreement or other instrument to which the Authority is a party or is
otherwise subject, which would have a material adverse impact on the Authority's
ability to perform its obligations under the Authority Documents, and no event has
occurred and is continuing which, with the passage of time or the giving of notice, or
both, would constitute a default or an event of default under any such instrument;
(x) a certificate, dated the date of Closing, signed by a duly authorized
officer of the City satisfactory in form and substance to the Underwriter to the effect
that: (i) the representations, warranties and covenants of the City contained in this
Purchase Contract are true and correct in all material respeèts on and as of the date of
Closing with the same effect as if made on the date of the Closing by the City, and
the City has complied with all of the terms and conditions of the Purchase Contract
required to be complied with by the City at or prior to the date of Closing; (ii) to the
best of such officer's knowledge, no event affecting the City has occurred since the
date of the Official Statement which should be disclosed in the Official Statement for
the purposes for which it is to be used or which is necessary to disclose therein in
order to make the statements and information therein not misleading in any material
respect; (iii) the information and statements contained in the Official Statement (other
than information relating to the Insurer, the financial guaranty insurance policy, and
The Depository Trust Company and its book-entry system) did not as of its date and
do not as of the Closing contain an untrue statement of a material fact or omit to state
any material fact necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading in any material respect;
and (iv) to the best of its knowledge after reasonable investigation, the City is not in
breach of or default under any applicable law or administrative regulation of the State
of California or the United States or any applicable judgment or decree or any loan
agreement, indenture, bond, note, resolution, agreement (including but not limited to
the Lease Agreement) or other instrument to which the City is a party or is otherwise
subject, which would have a material adverse impact on the City's ability to perform
its obligations under the Legal Documents, and no event has occurred and is
continuing which, with the passage of time or the giving of notice, or both, would
constitute a default or an event of default under any such instrument;
(xi) an opinion dated the date of Closing and addressed to the Underwriter
and the Insurer, of the Office of the City Attorney of the City of Santa Ana, as
Counsel to the Authority, to the effect that:
(A) the Authority is a public body, corporate and politic duly
organized and validly existing under the Constitution and laws of the State of
California;
12
DOCSOCll 014263v4\22452.01 02
(B) the resolution of the Authority approving and authorizing the
execution and delivery of the Authority Documents, the Bonds and the
Official Statement and other actions of the Authority was duly adopted at a
meeting of the governing body of the Authority which was called and held
pursuant to law and with all public notice required by law and at which a
quorum was present and acting throughout, and the resolution is now in full
force and effect;
(C) the Authority Documents are valid, legal and binding
agreements of the Authority (assuming due authorization, execution and
delivery by and validity against the other parties thereto);
(D) to the best knowledge of such counsel there is no action, suit,
proceeding, inquiry or investigation at law or in equity before or by any court
or public body pending with respect to which the Authority has been served
or, to the best of such counsel's knowledge, threatened against or affecting
the Authority, except as may be disclosed in the 'Official Statement, which
would materially adversely impact the Authority's ability to complete the
transactions contemplated by the Authority Documents, the Official
Statement or any other document or certificate related to such transactions,
restrain or enjoin the collection of Base Rental with respect to the Lease
Agreement, or in any way contesting or affecting the validity of the Bonds,
the Official Statement, the Authority Documents or the transactions described
in and contemplated thereby wherein an unfavorable decision, ruling or
finding would materially adversely affect the validity and enforceability of
the Bonds or the Authority Documents or in which a fmal adverse decision
could materially adversely affect the operations of the Authority;
(E) the execution and delivery of the Authority Documents and
the issuance of the Bonds and compliance with the provisions thereof, do not
and will not in any material respect conflict with or constitute on the part of
the Authority a breach of or default under any agreement or other instrument
to which the Authority is a party or by which it is bound or any existing law,
regulation, court order or consent decree to which the Authority is subject,
which breach or default has or may have a material adverse effect on the
ability of the Authority to perform its obligations under the Authority
Documents;
(F) no authorization, approval, consent, or other order of the State
of California or any other govemmental body within the State of California is
required for the valid authorization, execution and delivery of the Authority
Documents or the Official Statement by the Authority or the consummation
by the Authority of the transactions on its part contemplated therein, except
such as have been obtained and except such as may be required under state
securities or blue sky laws in connection with the purchase and distribution of
the Bonds by the Underwriter; and
(G) based on the information made available to such counsel in its
role as counsel to the Authority, and without having undertaken to determine
13
DOCSOCl1014263v4\22452.0102
independently or assume any responsibility for the accuracy, completeness or
fairness of the statements contained in the Official Statement under the
caption entitled "THE AUTHORITY," nothing has come to its attention
which would lead it to believe that the statements contained in the above-
referenced caption as of the date of the Official Statement and as of the date
of Closing (excluding therefrom the financial and statistical data and forecasts
included therein, as to which no opinion is expressed) contained or contains
any untrue statement of a material fact or omitted or omits to state a material
fact necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading;
(xii) an opinion dated the date of Closing and addressed to the Underwriter
and the Insurer, of the Office of the City Attorney of the City of Santa Ana, to the
effect that:
(A) the City is a charter city and a municipal corporation duly
organized and validly existing under the Constitution and laws of the State of
California;
(B) the resolution of the City approving and authorizing the
execution and delivery of the City Documents and approving and authorizing
the issuance of the Bonds and the delivery of the Official Statement and other
actions of the City was duly adopted at a meeting of the governing body of
the City which was called and held pursuant to law and with all public notice
required by law and at which a quorum was present and acting throughout,
and the resolution is now in full force and effect;
(C) the City Documents are valid, legal and binding agreements
of the City (assuming due authorization, execution and delivery by and
validity against the other parties thereto);
(D) to the best knowledge of the City Attorney there is no action,
suit, proceeding, inquiry or investigation at law or in equity before or by any
court or public body pending with respect to which the City has been served
or, to the best of such City Attorney's knowledge, threatened against or
affecting the City, except as may be disclosed in the Official Statement,
which would materially adversely impact the City's ability to complete the
transactions contemplated by the City Documents, the Official Statement or
any other document or certificate related to such transactions, restrain or
enjoin the collection of Base Rental with respect to the Lease Agreement, or
in any way contesting or affecting the validity of the Bonds, the Official
Statement or the City Documents;
(E) the execution and delivery of the City Documents and
compliance with the provisions thereof, do not and will not in any material
respect conflict with or constitute on the part of the City a breach of or default
under any agreement or other instrument to which the City is a party or by
which it is bound or any existing law, regulation, court order or consent
decree to which the City is subject, which breach or default has or may have a
14
DOCSOCl1 0 14263v4\22452.01 02
material adverse effect on the ability of the City to perform its obligations
under the City Documents;
(F) no authorization, approval, consent, or other order of the State
of California or any other governmental body within the State of California is
required for the valid authorization, execution and delivery of the City
Documents or the consummation by the City of the transactions on its part
contemplated therein, except such as have been obtained and except such as
may be required under state securities or blue sky laws in connection with the
purchase and distribution of the Bonds by the Underwriter; and
(G) based on the information made available to City Attorney, and
without having undertaken to determine independently or assume any
responsibility for the accuracy, completeness or fairness of the statements
contained in the Official Statement, nothing has come to its attention which
would lead it to believe that the Official Statement as of its date and as of the
date of Closing (excluding therefrom the financial and statistical data and
forecasts included therein, as to which no opinion is expressed and
information relating to the Authority, the financial guaranty insurance policy,
the Insurer and The Depository Trust Company and its book entry system)
contained or contains any untrue statement of a material fact or omitted or
omits to state a material fact necessary to make the statements therein, in the
light of the circumstances under which they were made, not misleading;
(xiii) an opinion of counsel to the Underwriter dated the date of Closing
and addressed to the Underwriter relating to such matters as the Underwriter may
require;
(xiv) an opinion of counsel to the Trustee, addressed to the Underwriter and
the Authority, dated the date of the Closing, to the effect that:
(A) the Trustee is a banking corporation duly organized and
validly existing under the laws of the State of California, having full
corporate power to undertake the trust created under the Indenture;
(B) the Indenture and the Assignment Agreement (collectively,
the "Trustee Documents") have each been duly authorized, executed and
delivered by the Trustee and, assuming due authorization, execution and
delivery by the other parties thereto, the Trustee Documents constitute the
valid, legal and binding obligations of the Trustee enforceable in accordance
with its terms, except as enforcement thereof may be limited by bankruptcy,
insolvency or other laws affecting the enforcement of creditors' rights
generally and by the application of equitable principles, if equitable remedies
are sought;
(C)
of Authority;
the Trustee has duly authenticated the Bonds upon the order
15
DOCSOCl1 014263v4\22452.01 02
(D) the Trustee's actions in executing and delivering the Trustee
Documents are in full compliance with, and do not conflict with any
applicable law or governmental regulation and, to the best of such counsel's
knowledge, after reasonable inquiry with respect thereto, do not conflict with
or violate any contract to which the Trustee is a party or any administrative or
judicial decision by which the Trustee is bound; and
(E) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is or will be required
for the execution and delivery of the Bonds or the consurnmation by the
Trustee of its obligations under the Trustee Documents.
(xv) a certificate, dated the date of Closing, signed by a duly authorized
official of the Trustee satisfactory in form and substance to the Underwriter, to the
effect that:
(A) the Trustee is duly organized and existing as a banking
corporation under the laws of the State of California, having the full corporate
power and authority to enter into and perform its duties under the Trustee
Documents;
(B) the Trustee is duly authorized to enter into the Trustee
Documents and has duly executed and delivered the Trustee Documents, and
assuming due authorization and execution by the other parties thereto, the
Trustee Documents are legal, valid and binding upon the Trustee, and
enforceable against the Trustee in accordance with its terms;
(C) the Trustee has duly authenticated the Bonds under the
Indenture and delivered the Bonds to or upon the order of the Underwriter;
and
(D) no consent, approval, authorization or other action by any
governmental or regulatory authority having jurisdiction over the banking or
trust powers of the Trustee that has not been obtained is or will be required
for the execution and delivery of the Bonds or the consummation by the
Trustee of its obligations under the Trustee Documents.
(xvi) the preliminary and final Statement of Sale required to be delivered to
the California Debt and Investment Advisory Commission pursuant to Section 53583
of the Government Code and Section 8855(g) of the Government Code;
(xvii) a copy of the executed Blanket Issuer Letter of Representations by
and between the City and DTC relating to the book-entry system, and a Copy of the
Operational Arrangements Letter of Representations executed by the Trustee.
(xviii) the nonarbitrage certificate by the City in form and substance to the
reasonable satisfaction of Bond Counsel and the Underwriter;
16
DOCSOClIOI4263v4\22452.0102
(xix)
Bonds;
the financial guaranty insurance policy issued by the Insurer for the
(xx) a certificate, dated the date of the Preliminary Official Statement, of
the Insurer, as required under Rule 15c2-12;
(xxi) a certificate, dated the date of the Preliminary Official Statement, of
the City, as required under Rule 15c2-12;
(xxii) a certificate, dated the date of the Preliminary Official Statement, of
the Authority, as required under Rule 15c2-12;
(xxiii) a certificate, dated the date of the Closing, of the Insurer, as to such
matters as Bond Counsel, the Underwriter and Underwriter's Counsel may require;
(xxiv) an opinion of counsel to the Insurer, dated the date of the Closing, as
to such matters as Bond Counsel, the Underwriter and Underwriter's Counsel may
require; and
(xxv) such additional legal opinions, Bonds, proceedings, instruments or
other documents as Bond Counselor Underwriter's Counsel may reasonably request.
Section 9. Changes in Official Statement. After the Closing, neither the Authority nor
the City will adopt any amendment of or supplement to the Official Statement to which the
Underwriter shall reasonably object in writing. Within 90 days after the Closing or within 25 days
following the "end of the underwriting period" (as defmed in Section 240 15c-12 in Chapter II of
Title 17 of the Code of Federal Regulations (Rule "15c2-12"), whichever occurs first, if any event
relating to or affecting the Bonds, the Trustee, the City or the Authority shall occur as a result of
which it is necessary, in the opinion of the Underwriter, to amend or supplement the Official
Statement in order to make the Official Statement not misleading in any material respect in the light
of the circumstances existing at the time it is delivered to a purchaser, the Authority will forthwith
prepare and furnish to the Underwriter an amendment or supplement that will amend or supplement
the Official Statement so that it will not contain an untrue statement of a material fact or omit to state
a material fact necessary in order to make the statements therein, in the light of the circumstances
existing at the time the Official Statement is delivered to purchaser, not misleading. The City and the
Authority shall cooperate with the Underwriter in the filing by the Underwriter of such amendment
or supplement to the Official Statement with a nationally recognized municipal securities repository.
The Underwriter acknowledges that the "end of the underwriting period" will be the date of Closing.
Section 10.
Indemnification.
(a) The City and Authority agree to indemnify and hold harmless the
Underwriter, the directors, officers, employees and agents of the Underwriter and each person who
controls the Underwriter within the meaning of either the Securities Act or the Exchange Act against
any and all losses, claims, damages or liabilities, joint or several, to which they or any of them may
become subject under the Securities Act, the Exchange Act or other Federal or state statutory law or
regulation, at common law or otherwise, insofar as such losses, claims, damages or iiabilities (or
actions in respect thereof) arise out of or are based upon any untrue statement or alleged untrue
statement of a material fact contained in the Preliminary Official Statement, the Final Official
17
DOCSOCl1014263v4\22452.0102
Statement (or in any supplement or amendment thereto), or arise out of or are based upon the
omission or alleged omission to state therein 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, and agrees to reimburse each such indemnified party, as incurred, for any legal or other
expenses reasonably incurred by them in connection with investigating or defending any such loss,
claim, damage, liability or action; provided, however, that the City and Authority will 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 such untrue statement or alleged untrue statement or omission or alleged omission made in
the Preliminary Official Statement or the Final Official Statement, or in any amendment thereof or
supplement thereto, in reliance upon and in conformity with written information furnished to the City
or Authority by or on behalf of any Underwriter specifically for inclusion therein. This indemnity
agreement will be in addition to any liability which the City and Authority may otherwise have.
(b) The Underwriter agrees to indemnify and hold harmless the City and
Authority, each of their respective officials, directors, officers and employees, and each person who
controls the City and Authority within the meaning of either the Securities Act or the Exchange Act,
to the same extent as the foregoing indemnity from the City and Authority to the Underwriter, but
only with reference to written information relating to such Underwriter furnished to the City and
Authority by or on behalf of such Underwriter specifically for inclusion in the Preliminary Official
Statement or the Final Official Statement (or in any amendment or supplement thereto). This
indemnity agreement will be in addition to any liability which any Underwriter may otherwise have.
The City and Authority acknowledge that the statements set forth on the cover under the caption
"Maturity Schedule" in the Preliminary Official Statement and the Final Official Statement,
constitute the only information furnished in writing by or on behalf of the Underwriters for inclusion
in the Preliminary Official Statement or the Final Official Statement (or in any amendment or
supplement thereto).
(c) Promptly after receipt by an indemnified party under this Section 10 of notice
of the commencement of any action, such indemnified party will, if a claim in respect thereof is to be
made against the indemnifying party under this Section 10, notify the indemnifying party in writing
of the commencement thereof; but the failure to so notify the indemnifying party (i) will not relieve it
from liability under paragraph (a) or (b) above unless and to the extent it did not otherwise leam of
such action and such failure results in the forfeiture by the indemnifying party of substantial rights
and defenses; and (ii) will not, in any event, relieve the indemnifying party from any obligations to
any indemnified party other than the indemnification obligation provided in paragraph (a) or (b)
above. The indemnifying party shall be entitled to appoint counsel of the indemnifying party's
choice at the indemnifying party's expense to represent the indemnified party in any action for which
indemnification is sought (in which case the indemnifying party shall not thereafter be responsible
for the fees and expenses of any separate counsel retained by the indemnified party or parties except
as set forth below); provided, however, that such counsel shall be satisfactory to the indemnified
party. Notwithstanding the indemnifying party's election to appoint counsel to represent the
indemnified party in an action, the indemnified party shall have the right to employ separate counsel
(including local counsel), and the indemnifying party shall bear the reasonable fees, costs and
expenses of such separate counsel if (i) the use of counsel chosen by the indemnifying party to
represent the indemnified party would present such counsel with a conflict of interest; (ii) the actual
or potential defendants in, or targets of, any such action include both the indemnified party and the
indemnifying party and the indemnified party shall have reasonably concluded that there may be
legal defenses available to it and/or other indemnified parties which are different from or additional
to those available to the indemnifying party; (iii) the indemnifying party shall not have employed
18
DOCSOC\1014263v4\22452.0102
counsel satisfactory to the indemnified party to represent the indemnified party within a reasonable
time after notice of the institution of such action; or (iv) the indemnifying party shall authorize the
indemnified party to employ separate counsel at the expense of the indemnifying party. An
indemnifying party will not, without the prior written consent of the indemnified parties, settle or
compromise or consent to the entry of any judgment with respect to any pending or threatened claim,
action, suit or proceeding in respect of which indemnification or contribution may be sought
hereunder (whether or not the indemnified parties are actual or potential parties to such claim or
action) unless such settlement, compromise or consent includes an unconditional release of each
indemnified party from all liability arising out of such claim, action, suit or proceeding.
(d) In the event that the indemnity provided in paragraph (a) or (b) of this
Section 10 is unavailable to or insufficient to hold harmless an indemnified party for any reason, the
City and the Underwriter agree to contribute to the aggregate losses, claims, damages and liabilities
(including legal or other expenses reasonably incurred in connection with investigating or defending
same) (collectively "Losses") to which the City, the Authority and the Underwriter may be subject in
such proportion as is appropriate to reflect the relative benefits received by the City and the
Authority on the one hand and by the Underwriter on the other from the offering of the Bonds. If the
allocation provided by the immediately preceding sentence is unavailable for any reason, the City,
the Authority and the Underwriter shall contribute in such proportion as is appropriate to reflect not
only such relative benefits but also the relative fault of the City and the Authority on the one hand
and of the Underwriter on the other in connection with the statements or omissions which resulted in
such Losses, as well as any other relevant equitable considerations. In no case shall the Underwriter
be responsible for any amount in excess of the purchase discount or commission applicable to the
Bonds purchased by the Underwriter hereunder. Benefits received by the City and the Authority
shall be deemed to be equal to the total net proceeds from the offering (before deducting expenses)
received by it, and benefits received by the Underwriter shall be deemed to be equal to the total
purchase discounts and commissions in each case set forth on the cover of the Final Official
Statement. Relative fault shall be determined by reference to, among other things, whether any
untrue or any alleged untrue statement of a material fact or the omission or alleged omission to state
a material fact relates to information provided by the City and the Authority on the one hand or the
Underwriter on the other, the intent of the parties and their relative knowledge, information and
opportunity to correct or prevent such untrue statement or omission. The City, the Authority and the
Underwriter agree that it would not be just and equitable if contribution were determined by pro rata
allocation or any other method of allocation which does not take account of the equitable
considerations referred to above. Notwithstanding the provisions of this paragraph (d), no person
guilty of fraudulent misrepresentation (within the meaning of Section II (f) of the Securities Act)
shall be entitled to contribution from any person who was not guilty of such fraudulent
misrepresentation. For purposes of this Section 10, each person who controls the Underwriter within
the meaning of either the Securities Act or the Exchange Act and each director, officer, employee
and agent of the Underwriter shall have the same rights to contribution as such Underwriter, and each
person who controls the City or Authority within the meaning of either the Securities Act or the
Exchange Act and each official, director, officer and employee of the City and Authority shall have
the same rights to contribution as the City and Authority, subject in each case to the applicable terms
and conditions of this paragraph (d).
Section 11. Expenses. Whether or not the transactions contemplated by this Purchase
Contract are consummated, the Underwriter shall be under no obligation to pay, and the Authority
shall pay only from the proceeds of the Bonds, but only as the Authority and such other party
providing such services may agree, all expenses and costs of the Authority and the City incident to
19
DOCSOCI 1 014263v4\22452.0 1 02
the performance of their obligations in connection with the authorization, execution, sale and
delivery of the Bonds to the Underwriter, including, without limitation, printing costs, CUSIP
Service Bureau charges, rating Authority fees and charges, initial fees of the Trustee, including fees
and disbursements of its counsel, if any, fees and disbursements of Bond Counsel and other
professional advisors employed by the Authority or the City, municipal bond insurance premiums,
costs of preparation, printing, signing, transportation, delivery and safekeeping of the Bonds and for
expenses (included in the expense component of the spread) incurred by the Underwriter on behalf of
City's employees which are incidental to implementing this agreement, including, but not limited to,
meals, transportation, lodging, and entertainment of those employees. The Underwriter shall pay all
out-of-pocket expenses of the Underwriter, including, without limitation, the fees and expenses of its
counsel, advertIsing expenses, the California Debt and Investment Advisory Commission fee, CUSIP
Services Bureau charges, regulatory fees imposed on new securities issuers and any and all other
expenses incurred by the Underwriter in connection with the public offering and distribution of the
Bonds.
Section 12. Notices. Any notice or other communication to be given to the Underwriter
under this Purchase Contract may be given by delivering the same in writing to Citigroup Global
Markets Inc., 444 South Flower Street, 27th Floor, Los Angeles, California 90071, Attention:
Manager of Public Finance. All notices or communications hereunder by any party shall be given
and served upon each other party. Any notice or communication to be given the Authority under this
Purchase Contract may be given by delivering the same in writing to the Santa Ana Financing
Authority, 20 Civic Center Plaza, Santa Ana, California 92702, Attention: Executive Director. Any
notice or communication to be given the City under this Purchase Contract may be given by
delivering the same in writing to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California
92702, Attention: City Manager.
Section 13. Parties in Interest. This Purchase Contract is made solely for the benefit of
the Authority, the City and the Underwriter (including the successors or assigns thereof) and no other
person shall acquire or have any right hereunder or by virtue hereof. All representations, warranties
and agreements of the Authority and the City in this Purchase Contract shall remain operative and in
full force and effect regardless of any investigation made by or on behalf of the Underwriter and shall
survive the delivery of and payment for the Bonds.
Section 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.
20
DOCSOCII 014263v4\22452.01 02
Section 15. Governing Law. This Purchase Contract shall be governed by the laws of
the State of California.
Accepted:
::NTA ANtZ~ORITY
Title: Executive Director
Accepted:
CITY OF ~7.:J2J . ~
By: U~ ?Q
Title: City Manager
ATIEST ~
~
CLERK OF THE COUNCIL
DOCSOCl1014263v4\22452.0102
CITIGROUP GLOBAL MARKETS INC.
By:
Title: Director
RM
ZI
Maturity
Date
(July 1)
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
Total
DOCSOClIO14263v4\22452.0102
EXHIBIT A
LEASE REVENUE REFUNDING BONDS
SERIES 2004A
MATURITY SCHEDULE
Principal
Amount
$ 2,185,000
3,565,000
3,610,000
3,755,000
3,870,000
4,030,000
4,190,000
4,370,000
4,585,000
4.685,000
$38 845 000
1nterest Rate
2.500%
4.000
4.000
3.000
4.500
4.500
5.000
3.500
3.500
4.000
A-I
Yield
1.050%
1.400
1.700
2.020
2.400
2.680
2.950
3.200
3.400
3.550