HomeMy WebLinkAbout1990-132
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RESOLUTION NO.
Qn_l1.7
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RESOLUTION OF
SALE OF BONDS,
REDEMPTION FUND
CITY OF SAN BERNARDINO MAKING AWARD FOR
PROVIDING FOR THE ESTABLISHMENT OF A
THE
AND
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WHEREAS, the COMMON COUNCIL of the CITY OF SAN BERNARDINO,
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CALIFORNIA, has heretofore instituted and conducted proceedings
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under the terms and provisions of the "Municipal Improvement Act
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of 1913", being Division 12 of the Streets and Highways Code of
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the state of California, for the construction of certain publ.ic
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works of improvement, together with appurtenances and appurte-
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nant work, in a special assessment district kn,own and designated
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as ASSESSMENT DISTRICT NO. 977A (hereinafter referred to as the
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"Assessment District"); and,
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WHEREAS, in the Resolution of Intention it was determined
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and declared that bonds should issue under the provisions of the
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"Improvement Bond Act of 1915", being Division 10 of the Streets
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and Highways Code of the State of California; and,
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WHEREAS, there has now been received, in proper form, a
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purchase agreement (hereinafter the IIPurchase Agreement") for
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the purchase of said bonds to issue under said proceedings,
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which is considered to best serve the interests of owners of
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land included within the Assessment District and should be
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accepted.
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NOW, THEREFORE,
BE IT RESOLVED BY THE MAYOR AND COMMON
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COUNCIL OF THE CITY OF SAN BERNARDINO THAT:
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SECTION 1.
The above recitals are all true and correct.
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SECTION 2.
This legislative body does hereby make an award
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and accept, approve and authorize the execution of the Purchase
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3/9/90
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RESOLUTION MAKING AWARD FOR SALE OF BONDS
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Agreement for the improvement bonds from BATEMAN EICHLER, HILL
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RICHARDS INCORPORATED at the interest rates and terms as set
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forth in said Purchase Agreement as on file with the transcript
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of these proceedings and open for public inspection.
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SECTION 3.
Said sale is subject to all the terms and
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conditions as set forth in the Resolution of Issuance, in the
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Bond Indenture in its final form, and in the accepted Purchase
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Agreement.
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I HEREBY CERTIFY that the foregoing resolution was duly
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adopted by the Mayor and Common Council of the City of San
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Bernardino at a
meeting thereof, held
TAglll ~r
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on the
day of
1990, by the
16th
Apri 1
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following vote, to wit:
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AYES: Council Members
Estrada, Reilly, Flores, Maudslev.
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Minor, Pope-Ludlam
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NOES:
None
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ABSENT:
Council Member Miller
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. /)
.Ar7d0J?//;~#/
City Clerk
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//o#'A~
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The
day of
foregoing resolution is
April
thY'"
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hereby
1990.
approved
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lcomlp, M or
San ~ernardino
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Approved as to form and legal content:
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James F. Penman
City Attorney
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By: i}A#~ /
J -
3/9/90
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CITY OF SAN BERNARDINO
1915 ACT LIMITED OBLIGATION IMPROVEMENT BONDS
ASSESSMENT DISTRICT NO. 977A
PURCHASE CONTRACT
April 16, 1990
Mayor and City Council
city of San Bernardino
300 North "D" Street
San Bernardino, California 92418
Dear Mayor and Councilmembers:
Bateman Eichler, Hill Richards, Incorporated (the
"Underwriter"), acting not as fiduciary or agent for you, but
on behalf of itself, offers to enter into this Purchase
Contract with the city of San Bernardino (the "city"), which
upon acceptance will be binding upon the City and upon the
Underwriter. This offer is made subject to the City's
acceptance by the execution of this Purchase Contract and its
delivery to the Underwriter at or before 11:59 p.m., local
time, on the date set forth herein above, and, if not so
accepted, will be subject to withdrawal by the Underwriter
upon notice delivered to the City at any time prior to the
acceptance hereof by the city.
1. Purchase. Sale and Deliverv of the Bonds.
(a) Subject to the terms and conditions and in
reliance upon the representations, warranties and agreements
herein set forth, the Underwriter hereby agrees to purchase
from the City, and the City hereby agrees to sell to the
Underwriter, all (but not less than all) of the City of San
Bernardino 1915 Act Limited Obligation Improvement Bonds for
Assessment District No. 977A (the "Bonds"), in an aggregate
principal amount not to exceed $683,412, dated as of April 2,
1990 bearing interest from said date (payable on March 2 and
September 2 in each year commencing September 2, 1990) at such
rates per annum and maturing on such dates and in such amounts
as set forth in the form of Exhibit A hereto. The Bonds shall
be substantially in the form described in, shall be issued
upon satisfaction of the contingencies set forth in, shall be
secured under the provisions of, and shall be payable and
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subject to redemption as provided in a Bond Indenture adopted
by the City on April 16, 1990, (as amended from time to time,
the "Indenture"), the Preliminary Official statement relating
to the Bonds attached hereto as Exhibit "B" (the "Preliminary
Official statement") and the Improvement Bond Act of 1915,
constituting Division 10 of the streets and Highways Code of
the state of California (the "Act").
(b) By its acceptance of this proposal, the City
approves the Preliminary Official statement and the final
official statement relating to the Bonds (the "Official
Statement") consisting of the Preliminary Official statement
with such changes as may be made thereto, with the approval of
the City's Attorney, the city's Bond Counsel and the
Underwriter, from time to time prior to the Closing Date. The
city hereby authorizes the Underwriter to use and distribute
in connection with the offer and sale of the Bonds: the
Preliminary Official statement, the Official statement the
Indenture, this Purchase Contract and all information
contained herein, and all other documents, certificates and
statements furnished by the city to the Underwriter in
connection with the transactions contemplated by this Purchase
Contract.
(c) Except as the City and the Underwriter may otherwise
agree, the city will deliver to the Underwriter at 9:00 a.m.
local time, on or before April 26, 1990 or such later date as
may be acceptable to the Underwriter (the "CLosing Date"), (i)
at the offices of Brown & Diven, in San Diego, California, the
Bonds, in definitive form (all Bonds being lithographed on
steel engraved borders and bearing CUSIP numbers), duly
executed by the City in the manner provided for in the
Indenture and the Act; and (ii) at the offices of Brown &
Diven, San Diego, California, the other documents hereinafter
mentioned and the Underwriter will accept such delivery and
pay the purchase price of the Bonds by certified or official
bank check payable in immediately available funds (such
delivery and payment being herein referred to as the
"Closing"). The Bonds shall be made available to the
Underwriter not later than 24 hours prior to the Closing Date
for purposes of inspection and packaging. The Bonds shall be
in fully registered form and shall be registered in accordance
with instructions to be supplied to the City by the
Underwriter.
2. Representations.
The City represents
underwriter that:
Warranties and Aqreements of
and warrants to and agrees
the Citv.
with the
(a) The City is duly organized and validly existing
under the Constitution and laws of the State of California and
has, and at the Closing Date will have, full legal right,
power and authority (i) to enter into this Purchase Contract,
(ii) to issue, sell and deliver the Bonds to the Underwriter
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as provided herein, and (iii) to carry out, give effect to and
consummate the transactions contemplated by this Purchase
Contract, the Indenture, the Official statement and any City
resolutions or agreements referred to therein.
(b) The City has complied, and will at the Closing
Date be in compliance, in all material respects, with the
Indenture, the Act, and all other applicable laws and the
agreements referred to in subsection (a) hereof.
(c) The City has, or prior to the closing Date, will
have, duly and validly: (i) adopted the Indenture and
approved and authorized the execution and delivery of the
Bonds, this Purchase Contract, the Official statement and any
other applicable agreements; and (ii) authorized and approved
the performance by the city of its obligation contained in,
and the taking of any and all action as may be necessary to
carry out, given effect to and consummate the transactions
contemplated by, each of said documents; and at the closing
Date (assuming due authorization, execution and delivery by
the respective other parties thereto, where necessary) the
Bonds, the Indenture, this Purchase Contract, and any other
applicable agreements will constitute the valid, legal and
binding obI igations of the city, enforceable in accordance
with their respective terms, subject to bankruptcy, insolvency
and other laws affecting the enforcement of creditors' rights
in general and to the application of equitable principles if
equitable remedies are sought.
(d) The City is not, and at the closing Date will not
be, in any respect material to the transactions referred to
herein or contemplated hereby, in breach of or default under
any law or administrative rule or regulation of the state of
California, the united states of America, or of any
department, division, agency or instrumentality of either
thereof, or any applicable court or administrative decree or
order, or any loan agreement, note, resolution, indenture,
contract, agreement or other instrument to which the city is a
party or is otherwise subj ect or bound; and the adoption of
the Indenture, and the execution and delivery of the Bonds,
this Purchase Contract, any other applicable agreements and
the other City instruments contemplated by any of such
documents to which the City is a party, and compl iance with
the provisions of each thereof, will not, in any respect
material to the transactions referred to herein or
contemplated hereby, confl ict with or constitute a breach of
or default under any applicable law or administrative rule or
regulation of the state of California, the united states of
America, or of any department, division, agency or
instrumentality of either thereof, or any applicable court or
administrative decree or order or any loan agreement, note,
resolution, indenture, contract, agreement or other instrument
to which the City is a party or is otherwise subject or bound.
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(e) All approvals, consents, authorizations, elections
and orders of or filings or registrations with any
governmental authority, board, agency or commission having
jurisdiction which would constitute a condition precedent to,
or the absence of which would materially adversely affect, the
performance by the city of its obligations hereunder and under
the Indenture, the Bonds and any other applicable agreements
have been obtained and are in full force and effect.
(f) The Bonds, the Indenture, and other applicable
agreements conform as to form and tenor to the descriptions
thereof contained in the Official statement; and the Bonds,
when delivered to and paid for by the Underwriter on the
Closing date as provided herein, will be validly issued and
outstanding and entitled to all the benefits and security of
the Indenture.
(g) The special assessments referred to in the
Official statement have been duly and lawfully levied under
and pursuant to the Act, and such assessments constitute valid
and legally binding liens on the properties on which they have
been levied, all as described in the Official statement.
(h) Except as disclosed in the Official statement,
there are no outstanding assessment liens against any of the
properties within the City's Assessment District No. 977A (the
"Assessment District") which are senior to the assessment
liens referred to in paragraph (g) hereof.
(i) To the best knowledge of the City after diligent
inquiry, the Preliminary Official statement is, and the
Official statement will be, as of the Closing Date, true,
correct and complete in all material respects; and, to the
best knowledge of the City after diligent inquiry, the
Preliminary Official statement does not, and the Official
statement will not, as of the Closing Date, 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 light of the circumstances under which
they were made, not misleading.
(j) During the period commencing on the date hereof
and ending on the date 90 days following the Closing Date, if
any event shall occur of which the City has knowledge and as a
result of which it may be necessary to supplement the Official
statement in order to make the statements therein, in light of
the circumstances existing at such time, not misleading, the
city shall forthwith notify the Underwriter thereof and, if in
the opinion of the Underwriter such event requires an
amendment or supplement to the Official statement, the City
will at no expense to the Underwriter amend or supplement the
Official statement in a form and manner jointly approved by
the City and the Underwriter.
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(k) The Indenture creates a valid pledge of, lien upon
and security interest in the unpaid assessments in the
Assessment District and the interest thereon and the moneys in
all funds and accounts established pursuant to the Indenture,
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.
(1) To the best knowledge of the city after diligent
inquiry, no action, suit, proceeding, inquiry or
investigation, at law or in equity, before or by any court,
regulatory agency, or pUblic board or body (except for actions
filed by or on behalf of the City) is pending or threatened,
in any way affecting the existence of the City or the titles
of its officers to their respective offices or seeking to
restrain or to enjoin the issuance, sale or delivery of the
Bonds, the application of the proceeds thereof in accord with
the Indenture, the collection or application of assessment
pledged or to be pledged to pay the principal of and interest
on the Bonds, or the pledge thereof, or in any way contesting
or affecting the validity or enforceability of the
assessments, the Bonds, the Indenture, any other applicable
agreements, this Purchase Contract, or any action of the City
contemplated by any of said documents, or in any way
contesting the completeness or accuracy of the Official
statement or the powers of the City or its authority with
respect to the Bonds, the Indenture, any other applicable
agreements, this Purchase Contract or any action of the city
contemplated by any of said documents, or in any way seeking
to enjoin or restrain the City from approving the development
of any of the property within the Assessment District, or
which would adversely affect the exclusion from gross income
for purposes of federal income taxes of interest paid on the
Bonds or the exemption of such interest from California
personal income taxation; nor to the best knowledge of the
City is there any basis therefor.
(m) The City will furnish such information, execute
such instruments and take such other action in cooperation
with the Underwriter as the Underwriter may reasonably request
to qualify the Bonds for offer and sale under the "blue sky"
or other securities laws and regulations of such states and
other jurisdictions of the United states as the Underwriter
may designate; provided, however, that the City shall not be
required to consent to service of process outside of
California.
(n) Any certificate signed by any official of the City
authorized to do so shall be deemed a representation and
warranty by the City to the Underwriter as to the statements
made therein.
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(0) The City will apply the proceeds of the Bonds to
the acquisition of public improvements of benefit to the
Assessment District in accordance with the Indenture and all
other applicable documents and as described in the Official
statement.
(p) The City will not invest or otherwise use proceeds
of the Bonds in any manner which would cause the Bonds to be
considered arbitrage bonds within the meaning of Section 148
of the Internal Revenue Code of 1986, as amended.
(q) The city will give reasonable notice to the
Underwriter prior to its approval of any reapportionment of
any assessment so as to provide the Underwriter with an
opportunity to advise the City whether and to what extent such
reapportionment would result in a reduction in the security
for the Bonds provided by the unpaid assessment.
(r) The city will, at the underwriter's request, take
any action reasonably necessary to assure or maintain the
exclusion from gross income for purposes of federal income
taxes of interest on the Bonds and will not take any action,
or permit any action to be taken with respect to which it may
exercise control, which would result in the loss of that
exclusion.
(s) The City will not refund some, but not all, of the
Bonds if, as a result of such refunding, the average value to
lien ratio applicable to parcels with unpaid assessments
securing the Bonds which were not refunded would be less than
an average 6.84:1 lien to value ratio.
3. Conditions to the Obliqations of the Underwriter. The
obligations of the Underwriter to accept delivery of and pay
for the Bonds on the Closing Date shall be subject, at the
option of the Underwriter, to the accuracy in all material
respects of the representations and warranties on the part of
the city contained herein as of the date hereof and as of the
Closing Date, to the accuracy in all material respects of the
statements of the officers and other officials of the City, as
well as of the other individuals referred to herein, made in
any certificates or other documents furnished pursuant to the
provisions hereof; to the performance by the City of its
obligations to be performed hereunder at or prior to the
Closing Date; and to the following additional conditions:
(a) At the closing Date, the Indenture, and any other
applicable agreements shall be in full force and effect, and
shall not have been amended, modified or supplemented, except
as may have been agreed to in writing by the Underwriter, and
there shall have been taken in connection therewith, with the
issuance of the Bonds and with the transactions contemplated
thereby and by this Purchase Contract, all such actions as, in
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the opinion of Brown & Diven ("Bond Counsel"), shall be
necessary and appropriate;
(b) At the Closing Date, the Official Statement shall
be in form and substance satisfactory to the Underwriter.
(c)
not be
District,
At the Closing Date, taxes and assessments shall
delinquent on properties within the Assessment
except as specifically approved by the Underwriter;
(d) Between the date hereof and the Closing Date, the
market price or marketability of the Bonds (at the yields to
be set forth in Exhibit A) shall not have been materially
adversely affected, in the jUdgment of the Underwriter
(evidenced by a written notice to the City terminating the
obligation of the Underwriter to accept delivery of and pay
for the Bonds), by reason of any of the following:
(i) legislation introduced in or enacted by the
Congress or recommended to the Congress by the President
of the United States, the Department of the Treasury, the
Internal Revenue Service, or any member of Congress, or
favorably reported for passage to either House of Congress
by any committee of such House to which such legislation
has been referred for consideration, or a decision
rendered by a court established under Article III of the
Constitution of the United States of America or by the Tax
Court of the United States of America, or an order,
ruling, regulation (final, temporary or proposed), press
release or other form of notice issued or made by or on
behalf of the Treasury Department of the United States of
America or the Internal Revenue Service, with the purpose
or effect, directly or indirectly, of imposing federal
income taxation upon such interest as would be received by
any holder of a Bond;
(ii) legislation introduced in or enacted (or
resolution passed) by the Congress or an order, decree or
injunction issued by any court of competent jurisdiction,
or an order, ruling, regulation (final, temporary or
proposed), press release or other form of notice issued or
made by or on behalf of the Securities and Exchange
Commission, or any other governmental agency having
jurisdiction of the subject matter, to the effect that
obligations of the general character of the Bonds,
including any or all underlying arrangements, are not
exempt from registration under or other requirements of
the Securities Act of 1933, as amended, or that the
Indenture Act of 1939, as amended, or that the issuance,
offering or sale of obligations of the general character
of the Bonds, including any or all underlying
arrangements, as contemplated hereby or by the Official
Statement or otherwise is or would be in violation of the
federal securities laws as amended and then in effect;
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(iii) a general suspension of trading in securities
on the New York stock Exchange or the American stock
Exchange, the establishment of minimum prices on either
such exchange, the establishment of material restrictions
(not in force as of the date hereof) upon trading in
securities generally by any governmental authority or any
national securities exchange, a general banking moratorium
declared by federal, State of New York or State of
California officials authorized to do so, or a war or
other national calamity;
(iv) the withdrawal or downgrading of any rating of
any securities of the City by a national rating agency;
(v) any amendment to the federal or California
Constitution or action by any federal or California court,
legislative body, regulatory body or other authority
materially adversely affecting the tax status of the City,
its property, income, securities (or interest thereon),
the validity or enforceability of the assessment;
(vi) the New York Stock Exchange or other national
securi ties exchange or any governmental authority, shall
impose, as to the Bonds or obligations of the general
character of the Bonds, any material restrictions not now
in force, or increase materially those now in force, with
respect to the extension of credit by, or the charge to
the net capital requirements of, underwriters;
(vii) any event occurring, or information becoming
known which, in the judgment of the Underwriter, makes
untrue in any material respect any statement or
information contained in the Official Statement, or has
the effect that the Official statement contains any untrue
statement of material fact or omits 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; or
(viii) general political, economic and market
conditions which, in the sole opinion of the Underwriter,
shall not be satisfactory to permit the sale of the Bonds.
(e) At or prior to the Closing Date, the Underwriter
shall have received two counterpart originals or certified
copies of the following documents, in each case satisfactory
in form and substance to the Underwriter:
(i) the Official Statement, executed on behalf of
the City by the mayor or an authorized member of its City
Council, or such other official as may be approved by the
Underwriter;
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(ii) the Indenture, together with a certificate of
the City Clerk of the City, dated as of the Closing Date,
to the effect that it is a true, correct and complete copy
of the one duly adopted by the City and that it has not
been amended, modified or rescinded (except as may have
been agreed to by the Underwriter) and is in full force
and effect as of the Closing Date;
(iii) an unqualified opinion, dated the Closing Date
and addressed to the City, of Bond Counsel to the effect
that the Bonds are the valid, legal, binding obligations
of the City and that the interest thereon is excluded from
gross income for purposes of federal income taxes, if not
a specific preference item for purposes of federal
individual and corporate alternative minimum taxes and is
exempt from personal income taxes of the state of
California, all as provided in the Official statement,
together with an unqualified opinion of Bond Counsel,
dated the Closing Date and addressed to the Underwriter,
to the effect that such opinion addressed to the City may
be relied upon by the Underwriter to the same extent as if
such opinion was addressed to it;
(iv) an opinion, dated the Closing Date and
addressed to the Underwriter, of Bond Counsel to the
effect that (1) this Purchase Contract has been duly
authorized, executed and delivered by the City and,
assuming due authorization, execution and delivery by the
Underwriter, constitutes a legal, valid and binding
agreement of the city, enforceable in accordance with its
terms, subj ect to bankruptcy, insol vency and other laws
affecting the enforcement of creditors' rights in general
and except as such enforceability may be limited by the
application of equitable principles if equitable remedies
are sought; (2) 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; (3) the
Bonds and the Indenture conform as to form and tenor to
the descriptions thereof contained in the Official
statement, and the statements contained in the Official
Statement on the cover and under the captions
"Introductory statement", "The Bonds", "Security for the
Bonds", "Special Risk Factors", "Miscellaneous Legal
Opinion", and "Miscellaneous Tax Exempt", insofar as
such statements purport to summarize certain provisions of
the Act, the Bonds, the Indenture, and other applicable
laws and agreements, present a fair and accurate summary
of such provisions, and such summaries do not contain any
untrue statements of a material fact or omit to state a
material fact required to be stated in the Official
Statement or necessary to make the statements made
therein, in the light of the circumstances under which
they are made, not misleading in any material respect; (4)
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the Indenture and the Bonds constitute legal, valid and
binding agreements of the City enforceable in accordance
with their terms except as such enforceability may be
limited by bankruptcy, insolvency and other laws affecting
the enforcement of creditors I rights in general and the
application of equitable principles if equitable remedies
are sought; (5) the Indenture creates a valid pledge of,
lien upon and security interest in the proceeds of the
Bonds, the unpaid assessments in the Assessments District
and the interest thereon, and the moneys in all funds and
accounts established pursuant to the Indenture, 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; (6) the assessments in the Assessment
District have been duly and lawfully levied under and
pursuant to the Act and constitute valid and legally
binding liens on the respective properties on which they
were levied; and (7) based upon the information provided
to such counsel in the course of their participation in
the preparation of the Official statement and (except as
provided above) without having undertaken to determine
independently the accuracy or completeness of the
statements contained in the Official statement, such
counsel have no reason to believe that the Official
statement (except for the financial and statistical data
included therein and assumptions with respect thereto, as
to which no view need be expressed) as of the date of the
Official statement omitted, or as of the Closing Date
omits, to state any material fact required to be stated
therein or necessary to make the statements therein, in
light of the circumstances under which they were made, not
misleading;
(v) an opinion, dated the Closing Date and
addressed to the Underwriter, of Brown & Diven, Bond
Counsel, to the effect that (1) the Bonds are exempt from
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, and (2) based upon the information made available
to them in the course of their participation in the
preparation of the Official Statement as bond counsel and
without having undertaken to determine independently or
assuming any responsibility for the accuracy, completeness
or fairness of the statements contained in the Official
Statement, such counsel do not believe that the Official
Statement, as of its date and as of the Closing Date,
contains any untrue statement of a material fact or omits
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 (except that no opinion or belief need be
expressed as to any appendices and any other financial and
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i-------
statistical data
such memoranda
specified by the
contained in the
of said firms,
Underwriter.
Official statement); and
or of other counsel
(vi) a certificate, dated the Closing Date and
signed by the Mayor to the effect that (1) the
representations and warranties of the City contained
herein are true and correct in all material respects on
and as of the Closing Date with the same effect as if made
on the Closing Date; (2) to the best knowledge of said
officer, no event has occurred since the date of the
Official statement which should be disclosed in the
Official Statement in order to make the statements and
information therein not misleading in any material
respect; and (3) the City has complied with all the
agreements and satisfied all the conditions on its part to
be performed or satisfied under this Purchase Contract,
the Indenture, and the Official Statement at and prior to
the Closing Date;
(vii) An opinion, dated the Closing Date and
addressed to the Underwriter, of the City Attorney, to the
effect that (1) to his best knowledge after diligent
inquiry no action, suit, proceeding, inquiry or
investigation, at law or in equity, before or by any
court, regulatory agency, public board or body, is pending
or threatened affecting the existence of the City or the
titles of its officers to their respective offices, or
seeking to restrain or to enj oin the issuance, sale or
delivery of the Bonds, the application of the proceeds
thereof in accordance with the Indenture, the collection
or application of the assessment and the interest thereon
to pay the principal of and interest on the Bonds, or
contesting or affecting the validity or enforceability of
the Bonds, the Indenture, this Purchase Contract, or
action of the City contemplated by any of said documents,
or contesting the completeness or accuracy of the Official
Statement or the powers of the City or its authority with
respect to the Bonds, the Indenture, this Purchase
Contract, or any action on the part of the City
contemplated by any of said documents, or seeking to
enjoin or restrain the City from approving the development
of any of the property within the Assessment District, or
which challenges the exclusion of interest paid on the
Bonds from gross income for purposes of federal income
taxation or the exemption of such interest from California
personal income taxation, nor to his knowledge is there
any basis therefor; (2) the City is duly organized and
validly existing under the Constitution and laws of the
State of California with full legal right, power and
authority to issue the Bonds and to perform all of its
obligations under this Purchase Contract, and the Bonds;
(3) to the best of the knowledge of the City I s Attorney
the city has duly and validly adopted the Indenture, and
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it is in full force and effect; (4) to the best of the
knowledge of the City's Attorney the City has duly
authorized, executed and delivered this Purchase Contract
and the Official statement; (5) to the best of the
knowledge of the city's Attorney assuming due
authorization, execution and delivery by the Underwriter,
this Purchase Contract constitutes a legal, valid and
binding agreement of the City enforceable in accordance
with its terms, subject to bankruptcy, insolvency and
other laws affecting the enforcement of creditors' rights
in general and to the application of equitable principles
if equitable remedies are sought; and (6) the statements
contained in the Official statement (excluding the
Appendices thereto as to which no opinion is expressed),
to the best of the knowledge of the city's Attorney and
without undertaking to verify the same with independent
investigation, do 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;
(viii) a transcript of all proceedings relating to
the authorization, issuance, sale and delivery of the
Bonds;
(ix) a certificate, dated the Closing Date, of GFB-
Friedrich & Associates, Inc. to the effect that the
material contained in the Official statement under the
heading "The Assessment District" does 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 light of the
circumstances under which they were made, not misleading;
(x) the final appraisal report of Michael
Frauenthal & Associates, Inc. setting forth appraised
values for the 96 parcels within the Assessment District
addressed therein not less than the respective appraised
values set forth in the Preliminary Official Statement and
a certificate of such person dated the Closing Date,
confirming his consent to the reproduction of the
appraisal report in the Official statement and to the
effect that, as of the date hereof and as of the Closing
Date, the appraisal report set forth in the Official
statement and the statements in the Official Statement
under the caption "Land Values" did not contain any untrue
statement of a material fact or omit to state a material
fact necessary in order to make the statements contained
therein, in the light of the circumstances under which
they were made, not misleading;
(xi) such additional legal opinions, certificates
(including a non-arbitrage certificate), instruments and
12
other documents as the Underwriter may reasonably request
to evidence the truth and accuracy, as of the date hereof
and as of the Closing Date, of the City's representations
and warranties contained herein and of the statements and
information contained in the Official statement and the
due performance or satisfaction by the City at or prior to
the Closing of all agreements then to be performed and all
conditions then to be satisfied by the City in connection
with the transactions contemplated hereby and by the
Indenture and the Official statement.
All the opinions, letters, certificates, instruments and
other documents mentioned in this section or elsewhere in this
Purchase Contract shall be deemed to be in compliance with the
terms hereof if, and only if, they are in form and substance
satisfactory to the Underwriter.
If any of the conditions to the obligations of the
Underwriter contained in this section or elsewhere in this
Purchase Contract shall not have been satisfied when and as
required herein, all obligations of the Underwriter hereunder
may be terminated by the Underwriter at, or at any time prior
to, the Closing Date by written notice to the City.
4. Indemnification. The City will indemnify and hold
harmless the Underwriter, and each person, if any, who
controls the Underwriter within the meaning of the Securities
Act of 1933, as amended, and the Securities Exchange Act of
1934, as amended, from and against any and all losses, claims,
damages, expenses or liability, joint or several, to which
they or any of them may become subject under the Securities
Act of 1933, as amended and the Securities Exchange Act of
1934, as amended, or under any other statue or at common law
or otherwise, and, except as hereinafter provided, will
reimburse the Underwriter and each such controlling person, if
any, for any legal or other expenses reasonably incurred by
them or any of them in connection with investigating or
defending any actions whether or not resulting in any
liability, insofar as such losses, claims, damages, expenses,
liabilities or actions arise out of or are based upon any
untrue statement or alleged untrue statement of a material
fact with respect to the information contained in the Official
Statement (inClUding the appendices thereto) which the City
has supplied or which related directly to the Assessment
District or arise out of or are based Upon the omission or
alleged omission to state therein a material fact with respect
to such information required to be stated therein or necessary
in order to make the statements therein not misleading.
Promptly after receipt by the Underwriter or any such
controlling person of notice of the commencement of any action
in respect of which indemnity may be sought against the City
under this paragraph, such person will notify the City in
writing of the commencement thereof, and, subject to the
provisions hereinafter stated, the City may assume the defense
13
of such action (including the employment of counsel, as the
case may be, and the payment of expenses) insofar as such
action shall relate to any alleged liability in respect of
which indemnity may be sought against the city. The
Underwriter or any such controlling persons shall have the
right to employ counsel in any such action and to provide or
participate in the defense thereof, and the fees and expenses
of such counsel reasonably incurred shall be at the expense of
the city, provided that the city shall consent to the
selection of such counsel. The City shall not be liable to
indemnify any person for any settlement of any such action
effected without its consent.
5. Expenses.
(a) Whether or not the Underwriter accepts delivery of
and pays for the Bonds as set forth herein, it shall be under
no obligation to pay, and the city shall payor cause to be
paid (out of the proceeds of the Bonds or any other legally
available funds of the city) all expenses incident to the
performance of the City's obligations hereunder, including but
not limited to the cost of printing, engraving and delivering
the Bonds to the Underwriter; the cost of printing,
distribution and delivery of the Preliminary Official
statement and the Official statement in reasonable quantities
as requested by the Underwriter; the fees and disbursements of
Bond Counsel, accountants, engineers, appraisers, and any
other experts or consultants retained in connection with the
Bonds; and any other expenses not specifically enumerated in
paragraph (b) of this section incurred in connection with the
issuance of the Bonds.
(b) Whether or not the Bonds are delivered to the
Underwriter as set forth herein, the city shall be under no
obligation to pay, and the Underwriter shall pay, all expenses
paid or incurred to qualify the Bonds for sale under any "blue
sky" laws; and all other expenses paid or incurred by the
Underwriter in connection with its offering and distribution
of the Bonds not specifically enumerated in paragraph (a) of
this section.
6. Notices. Any notice or other communication to be given to
the city under this Purchase Contract may be given by
delivering the same in writing to Craig A. Graves, city
Treasurer, city of San Bernardino, 300 North "D" street, San
Bernardino, California 92418; and 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 Bateman Eichler, Hill Richards, Inc., 1205 Prospect
street, suite 550, La Jolla, California 92037, Attention:
Pamela D. Newcomb.
7. Parties
solely for
in
the
Interest.
benefit
This
of the
Purchase
City and
Contract is made
the Underwriter
14
(including successors or assignees of the Underwriter) and no
other person, including but not limited to any owner of land
within the Assessment District, shall acquire or have any
right hereunder or by virtue hereof.
8. survival of Representations and Warranties. The
representations and warranties of the city, set forth in or
made pursuant to this Purchase Contract, shall not be deemed
to have been discharged, satisfied or otherwise rendered void
by reason of the closing or termination of this Purchase
Contract, regardless of any investigations made by or on
behalf of the Underwriter (or statements as to the results of
such investigations) concerning such representations and
statements of the city and regardless of delivery of and
payment for the Bonds.
9. Offerincr bv Underwriter. It is understood that the
Underwriter proposes to offer the Bonds for sale to the public
(which may include selected dealers) as set forth in the
Official statement. Concessions from the public offering
price may be allowed to selected dealers. It is understood
that the initial public offering price and concessions set
forth in the Official statement may vary after the initial
public offering. It is further understood that the Bonds may
be offered to the public at prices other than the par value
thereof. The net premium on the sale of the Bonds, if any,
shall accrue to the benefit of the Underwriter. The city
hereby confirms the authority and use by the Underwriter of
the Official statement.
10. Time. Time shall be of the essence of this Agreement.
11. Counteroarts. This Agreement may be executed in any
number of counterparts.
15
12. Effective. This Purchase Contract shall become effective
and binding upon the respective parties hereto upon the
execution of the acceptance hereof by the City and shall be
valid and enforceable as of the time of such acceptance.
Very truly yours,
BATEMAN EICHLER, HILL RICHARDS
INCORPORATED
By 'T'a."",,<: \.... 1) 'h........., uwo--
First Vice President
Accepted:
CITY OF SAN
--
Its
16
EXHIBIT A TO PURCHASE CONTRACT
Maturity
September 2 Principal Annual Rate Interest Debt Service
1990 $ 20,440.23 $ 20,440.23
1991 $ 13,412 6.20% 49,056.54 62,468.54
1992 20,000 6.30% 48,225.00 68,225.00
1993 20,000 6.40% 46,965.00 66,965.00
1994 20,000 6.50% 45,685.00 65,685.00
1995 20,000 6.60% 44,385.00 64,385.00
1996 25,000 6.70% 43,065.00 68,065.00
1997 25,000 6.80% 41,390,00 66,390.00
1998 25,000 6.90% 39,690.00 64,690.00
1999 30,000 7.00% 37,965.00 67,965.00
2000 30,000 7.10% 35,865.00 65,865.00
2001 35,000 7.20% 33,735.00 68,735.00
2002 35,000 7.25% 31,215.00 66,215.00
2003 35,000 7.30% 28,677.50 63,677.50
2004 40,000 7.35% 26,122.50 66,122.50
2005 45,000 7.40% 23,182.50 68,182.50
2006 45,000 7.45% 19,852.50 64,852.50
2007 50,000 7.50% 16,500.00 66,500.00
2008 55,000 7.50% 12,750.00 67,750.00
2009 55,000 7.50% 8,625.00 63,625.00
2010 60.000 7.50% 4.500.00 64.500.00
Total $683,412 $657 ,891. 77 $1,341,303.77
The purchase price for the Bonds shall be 98% plus accrued
interest on the Bonds from their dated date until the Closing Date.
The foregoing dates, amounts, coupon rates and purchase price have
been agreed to this 16th day of April, 1990.
CITY OF SAN BERNARDINO
BATEMAN EICHLER, HILL RICHARDS
INCORPORATED
By:
~
Mayor
--.'-'"""7
By:
, {) -
c.""",, I~ l). 'vL"'-" <.~
First Vice President
EXHIBIT B TO PURCHASE CONTRACT
(Attach Preliminary Official statement)