Res 85-94 RESOLWI'ION NO. R..85-94
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
DELRAY BEACH, FLORIDA, AUTHORIZING THE NEGOTIATED
SALE OF CITY OF DELRAY BEACH, FLORIDA, UTILITIES TAX
REVENUE REFUNDING AND IMPROVEMENT BONDS, SERIES 1994, IN
THE AGGREGATE PRINCIPAL AMOUNT OF $5,810,000;
DETERMINING CERTAIN DETAILS OF SAID BONDS; PROVIDING FOR
THE APPLICATION OF THE BOND PROCEEDS; APPROVING THE
FORM OF, AND AUTHORIZING THE EXECUTION AND DELIVERY OF
A BOND PURCHASE AGREEMENT TO EFFECT THE NEGOTIATED
SALE OF THE BONDS; APPROVING THE FORM OF AND
AUTHORIZING THE EXECUTION OF AN OFFICIAL STATEMENT IN
CONNECTION WITH THE OFFERING AND SALE OF THE BONDS AND
APPROVING, RATIFYING AND CONFIRMING THE DISTRIBIYI'ION
OF A PRELIMINARY OFFICIAL STATEMENT BY THE UNDERWRITERS;
AWARDING THE BONDS TO THE UNDERWRITERS; APPOINTING A
PAYING AGENT; APPOINTING A REGISTRAR; PROVIDING FOR A
BOND INSURANCE POLICY FOR THE BONDS PROVIDED BY THE
MUNICIPAL BOND INVESTORS ASSURANCE CORPORATION, AND
PROVIDING FOR CERTAIN NECESSARY SUPPLEMENTS TO THE
BOND RESOLUTION IN CONNECTION THEREWITH; DECLARING
THE BONDS TO BE 'QUALIFIED TAX-EXEMPT OBLIGATIONS"
WITHIN THE MEANING OF SECTION 265(b)(3)(B) OF THE
INTERNAL REVENUE CODE OF 1986, AS AMENDED; AUTHORIZING
THE PROPER OFFICERS OF THE CITY TO DO ALL OTHER THINGS
DEEMED NECESSARY OR ADVISABLE AS TO THE SALE AND
DELIVERY OF THE BONDS; AND PROVIDING FOR AN EFFECTIVE
DATE.
WHEREAS, the City Commission (the "Commission") of the City of Delray
Beach, Florida (the "City") did, on December 3, 1991, adopt Resolution No. 98-91, as
amended and supplemented (herein, the "Original Resolution"), for the purpose, among
other things, of authorizing the issuance from time to time of Utilities Tax Revenue Bonds
to finance and refinance municipal projects; and
WHEREAS, any term not otherwise defined in this Resolution shall have the
meaning ascribed to such term in the Original Resolution;
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WItE~, pursuant to the terms and provisions of the Original Resolution,
the City did, on February 5, 1992, issue its first series of obligations under the Original
Resolution designated as Utilities Tax Revenue Refunding and Improvement Bonds, Series
1992, in the aggregate prindpal amount of $14,800,000 for the purposes authorized
thereunder (herein, the "Original Bonds"); and
WHERE., pursuant to the terms and provisions of the Original Resolution,
the City is authorized to issue obligations that are subordinate in all respects to Bonds
issued pursuant to the terms and provisions of the Original Resolution; and
WHEREAS, the City did, pursuant to the Original Resolution, Resolution No.
116-92, adopted by the Commission on October 13, 1992, as supplemented (the "1992
Subordinate Resolution"), and an Agreement Regarding Line of Credit, dated as of
October 1, 1992 (the "1992 Line of Credit"), between the City and SunBank/South Florida,
N.A. (the "Bank"), issue its Utilities Tax Revenue Notes, Subordinate Series 1992,
outstanding in the principal amount of $1,918,885 (the "1992 Notes") to finance on a short
term basis the acquisition, construction and equipping of the Delray Beach Tennis Stadium
and related tennis courts (herein, the "I'ennis Facilities"); and
WHEREAS, the City did, pursuant to the Original Resolution, Resolution No.
98-93, as amended and restated by Resolution No. 108-93, adopted by the Commission on
October 12, 1993, and December 7, 1993, respectively (such Resolution No. 98-93, as
amended and restated by Resolution No. 108-93, herein called the "1993 Subordinate
Resolution"), and an Agreement Regarding Line of Credit, dated as of December 1, 1993
(the "1993 Line of Credit"), between the City and the Bank, issue its Utilities Tax Revenue
Notes, Subordinate Series 1993, outstanding in the principal amount of $810,000 (the "1993
Res. No. R-85-94
Notes") to finance on a short term basis certain municipal capital projects including
improvements and modifications to the Tennis Facilities; and
WHEREAS, the 1992 Subordinate Resolution and the 1993 Subordinate
Resolution are herein, collectively, referred to as the "Subordinate Resolutions"; and
WHEREAS, the 1992 Notes and the 1993 Notes are herein, collectively,
referred to as the "Notes"; and
WHEREAS, the 1992 Line of Credit and the 1993 Line of Credit are herein,
collectively, referred to as the "Line of Credits"; and
WHEREAS, pursuant to the Subordinate Resolutions and the Line of Credits,
the Notes are prepayable, in whole or in part, at any time without penalty or premium; and
WHEREAS, Article III, Section 4.G of the Ori~nal Resolution provides that
the City may issue pari passu additional Bonds ff the conditions in such section are complied
with; and
WHEREAS, the Commission did, on March 22, 1994, adopt Resolution No.
R-27-94 (herein the "1994 Resolution") determining it to be in the best economic interest
of the City to issue pari pass~ additional Bonds on parity with the Original Bonds to finance
the 1994 Project (as such term is defined in the 1994 Indenture); and
WHEREAS, for the purpose of this Resolution, the Original Resolution and
the 1994 Resolution are sometimes collectively referred to as the "Bond Resolution"; and
WHEREAS, the City is desirous of issuing $5,810,000 in aggregate principal
amount of its Utilities Tax Revenue Refunding and Improvement Bonds, Series 1994,
pursuant to the terms and provisions of the Bond Resolution and this Resolution (herein
called the "1994 Bonds") for the purpose of financing the 1994 Project other than the
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acquisition and comtruction of permanent seating for the Tennis Facilities and a revised
determination of the Debt Service Reserve Requirement for the 1994 Bonds (such 1994
Project as described above is herein referred to as the "Amended 1994 Project"); and
W}tEREAS, the Bond Resolution provides that certain details of the 1994
Bonds and certain other provisiom of the Bond Resolution shall be determined by
subsequent proceedings of the City, which shall be deemed to be supplemental to the Bond
Resolution; and
WI-IERF_.AS, the City has determined the details of the 1994 Bonds; and
WHEREAS, Stifel, Nicolaus & Company, Incorporated, on behalf of Stifel,
Nicolaus & Company, Incorporated, and Smith Barney, Inc. (collectively, the
"Underwriters"), has submitted to the City a proposal in the form of a Bond Purchase
Agreement (the "Purchase Contract"), attached hereto as Exhibit A, between the
Underwriters and the City, to purchase the 1994 Bonds, a copy of which is hereby furnished
to each of the City Commissioners; and
WI-IEREAS, pursuant to Section 218.385, Florida Statutes, an authorized
officer of Stifel, Nicolaus & Company, Incorporated, on behalf of the Underwriters, has
delivered to the City a disclosure statement and troth-in-bonding statement, both of which
are attached to or incorporated in the Purchase Contract; and
WI-IEREAS, there has been prepared and submitted to the City a Preliminary
Official Statement, dated October 18, 1994, attached hereto as Exhibit B; and
WI-IEREAS, based on the advice of the City's financial advisor, it is in the best
interest of the City to accept the Bond Purchase Contract and to award the 1994 Bonds to
the Underwriters; and
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WHEREAS, the City's financial advisor has recommended in a letter, attached
hereto as Exhibit C, that the principal and interest on the 1994 Bonds be insured by a
municipal bond insurance policy (the "Bond ln.~urance Policy") issued by the Municipal Bond
Investors Assurance Corporation, or any successor thereto (the "Bond Insurer"); and
WHEREAS, the Commission hereby adopts the recommendations of the City's
financial advisor regarding the Bond Insurance Policy; and
WHEREAS, as a condition of obtaining the Bond Insurance Policy and
establishing the Debt Service Reserve Requirement for the 1994 Bonds, it is necessary to
amend and supplement the Bond Resolution.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF
THE CITY OF DELRAY BEACH, FLORIDA, AS FOLLOWS:
SECTION 1. DEFINITIONS. That all capitalized terms used in this
Resolution not otherwise defined shall have the meanings ascribed to such terms in the
Bond Resolution, unless the context clearly indicates otherwise.
SECTION 2. PURPOSE AND BOND DESIGNATIONS. That the City
hereby determines at this time (i) to issue $5,810,000 in the aggregate principal amount of
its 1994 Bonds for the purpose of (a) financing the costs of the Amended 1994 Project,
(b) to pay the costs of issuance of the 1994 Bonds, including paying the premium for the
Bond Insurance Policy, and (ii) to designate such 1994 Bonds as its "Utilities Tax Revenue
Refunding and Improvement Bonds, Series 1994."
SECTION 3. DESCRIPTION OF THE 1994 Bonds. The 1994 Bonds shall
be dated October 15, 1994 shall bear interest payable on June 1, 1995, and semiannually
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thereafter on December 1 and June 1 of each year, and shall mature on June 1 of each of
the years, in the amounts, and at the rates as follows:
Year Amount Interest Rate
2003 $ 340,000 5.45%
2004 365,000 5.55
2005 385,000 5.65
2006 410,000 5.75
2007 430,000 5.85
2008 1,580,000 6.00
2012 1,010,000 6.25
2016 1,290,000 6.35
SECTION 4. REDEMPTION PROVISIONS. The 1994 Bonds maturing on
and prior to June 1, 2004, shall not be redeemable prior to their stated dates of maturity.
The 1994 Bonds maturing on June 1, 2005, and thereafter are redeemable at the option of
the City from any legally available source, in part, in any order of maturity selected by the
City, and by lot within a maturity if less than an entire maturity is to be redeemed, on
June 1, 2004, or at any time thereafter, or as a whole, on June 1, 2004, or at any time
thereafter, at the redemption prices (expressed as percentages of the principal amount to
be redeemed) set forth below, together with accrued interest to the date fixed for
redemption:
Redemption Period Redemption
(Both dates inclusive) Pric~
June 1, 2004 to May 31, 2005 102%
June 1, 2005 to May 31, 2006 101%
June 1, 2006 and thereafter 100%
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That the 1994 Bonds maturing on June 1, 2012, shall also be subject to
mandatory sinking fund redemption prior to maturity by lot, in such manner as the Registrar
(as defined herein) may deem appropriate, on June 1, 2009, and on June 1 of each year
thereafter, at a price of par plus accrued interest to the date of redemption, in the amount
as follows:
Year Amount
2009 $230,0OO
2010 245,000
2011 260,000
2012' 275,000
*Final Maturity
That the 1994 Bonds maturing on June 1, 2016, shall also be subject to
mandatory sinking fund redemption prior to maturity by lot, in such manner as the Registrar
may deem appropriate, on June 1, 2013, and on June 1 of each year thereafter, at a price
of par plus accrued interest to the date of redemption, in the amount as follows:
Year Amount
2013 $295,000
2014 310,000
2015 330,000
2016' 355,000
*Final Maturity
Notice of redemption of the 1994 Bonds shall be mailed, postage prepaid, by
the Registrar not less than thirty (30) days before the date fixed for redemption to the
registered owners of any 1994 Bonds or portions of 1994 Bonds which are to be redeemed,
at their addresses as they appear fifteen (15) days prior to the date such notice is mailed on
the registration books of the City kept by the Registrar.
Res. No. R-85-94
The Registrar also shall mail (by certified mail, return receipt requested) a
copy of such notice for receipt not less than two (2) days before the date notice of
redemption is mailed to the registered owners of the 1994 Bonds to the following: The
Depository Trust Company, 711 Stewart Avenue, Garden City, New York 11530; Midwest
Securities Trust Company, Capital Structures - Call Notification, 440 South LaSalle Street,
Chicago, Illinois 60605; Philadelphia Depository Trust Company, Reorganization Division,
1900 Market Street, Philadelphia, Pennsylvania 19103; Attention: Bond Department;
provided, however, that such mailing shall not be a condition precedent to such redemption
and failure to mail any such notice shall not affect the validity of any proceedings for the
redemption of the 1994 Bonds. The Registrar shall also provide notice, at the same time
notice of redemption is given to the Bondholders, to Kenny Information Systems
Notification Service, 65 Broadway, 16th Floor, New York, New York 10006, and Standard
& Poor's Called Bond Record, 25 Broadway, New York, New York 10004; provided,
however, that such mailing shall not be a condition precedent to such redemption and
failure to mail any such notice shall not affect the validity of any proceedings for the
redemption of the 1994 Bonds.
A second notice of redemption shall be given sixty (60) days after the
redemption date in the manner required above to the registered owners of redeemed 1994
Bonds which have not been presented for payment within thirty (30) days after the
redemPtion date.
Such notice of redemption shall set forth (i) the date fixed for redemption, (ii)
the redemption price to be paid, (iii)that such 1994 Bonds will be redeemed at the
designated corporate trust office of the Paying Agent (as herein defined), and the name,
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address and telephone number of a contact person, (iv) if less than all of the 1994 Bonds
shall be called for redemption, the distinctive numbers, letters and CUSIP identification
numbers, if any, of such 1994 Bonds to be redeemed, (v) in the case of 1994 Bonds to be
redeemed in part only, the portion of the principal amount thereof to be redeemed, and (vi)
any other information the City or the Registrar deems relevant. In case any 1994 Bond is
to be redeemed in part only, the notice of redemption that relates to such 1994 Bond shall
state also that on or after the redemption date, upon surrender of the 1994 Bond, a new
1994 Bond or 1994 Bonds of the same maturity, bearing interest at the same rate and in
aggregate principal amount equal to the unredeemed portion of such 1994 Bond, will be
issued. Failure of the registered owner of any 1994 Bonds which are to be redeemed to
receive any such notice shall not affect the validity of the proceedings for the redemption
of 1994 Bonds for which proper notice has been given. Interest shall cease to accrue on any
of the 1994 Bonds duly called for prior redemption if payment of the redemption price has
been duly made or provided for.
SECTION 5. APPLICATION OF 1994 BOND PROCEEDS. That all net
proceeds received by the City from the sale of the 1994 Bonds shall be disbursed as
provided in Section 2 of Article III of the 1994 Resolution. In addition, the City hereby
authorizes the use of not to exceed $45,000 of its general fund moneys to pay a portion of
the costs of thc Amended 1994 Project.
SECTION 6. NEGOTIATED SALE. That the Commission hereby adopts the
recommendations of the City's financial advisor, as described in a letter from the City's
financial advisor, dated the date of this Resolution and attached hereto as Exhibit C. The
City hereby finds that, due to the nature of the financing and volatile market conditions, it
would be in the best interest of the City that the 1994 Bonds be sold on a negotiated basis.
SECTION 7. PURCHASE CONTRACT. That the Purchase Contract for the
1994 Bonds, dated the date of this Resolution, between the City and the Underwriters, as
submitted to this meeting and attached hereto as Exhibit A, be and the some hereby is
approved and accepted, and the 1994 Bonds are hereby sold to the Underwriters at a
purchase price of $5,694,058.95 (representing the par amount of the 1994 Bonds, less
underwriters' discount of $60,537.90 and less original issue discount of $55,403.15, plus
accrued interest from October 15, 1994 to the date of delivery thereof), on the terms and
conditions set forth in the Purchase Contract, and the Mayor of the City or, in his absence,
the Vice Mayor is hereby authorized and directed to execute, and the Clerk of the City to
attest (if so required by the terms of the Purchase Contract), the Purchase Contract and to
deliver the same to the Underwriters.
SECTION 8. PRELIMINARY AND FINAL OFFICIAL STATEMENT. That
the Official Statement of the City to be dated the date of this Resolution, will be in
substantially the form of the Preliminary Official Statement presented to this meeting and
attached hereto as Exhibit B, with the such insertions and changes as shall be necessary to
reflect the terms of the 1994 Bonds, as set forth in the Purchase Contract and as shall be
approved by the Mayor of the City (upon advice of Bond Counsel and the City Attorney)
with such approval to be conclusively evidenced by their execution and delivery thereof, and
the City hereby approves the use of the final printed Official Statement by the Underwriters
in connection with the offering and sale of the 1994 Bonds, and the City hereby further
approves the use by the Underwriters of any supplement or amendment to the final printed
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Official Statement which is necessary so that the final printed Official Statement does not
include any untrue statement of a material fact or does not omit to state any material fact
necessary to make the statements therein not misleading. The City hereby ratifies, approves
and consents to the use by the Underwriters of the Preliminary Official Statement in
connection with the public offering of the 1994 Bonds attached hereto as Exhibit B. The
Mayor of the City and the City Manager are hereby authorized and directed to execute the
Official Statement and any amendment or supplement thereto, in the name and on behalf
of the City, and thereupon to cause the Official Statement and any such amendment or
supplement to be delivered to the Underwriters.
SECTION 9. PAYING AGENT AND REGISTRAR. That NationsBank of
Florida, N.Pu, is hereby appointed as paying agent (the "Paying Agent") and registrar (the
"Registrar") for the 1994 Bonds. By the acceptance of such appointment, NationsBank of
Florida, N.A., agrees to comply with the terms of the Bond Insurance Policy applicable to
it.
SECTION 10. DISCLOSURE STATEMENT. That the City does hereby find
that the Underwriters have submitted the disclosure statement and truth-in-bonding
statement required by Section 218.385, Florida Statutes, copies of which are attached to or
incorporated in the Purchase Contract.
SECTION 11. BOND INSURANCE POLICY. That, based on the
recommendations of the City's financial advisor, set forth in a letter attached hereto as
Exhibit C with respect to the 1994 Bonds, the Commission finds that obtaining the Bond
Insurance Policy from the Bond Insurer is in the best interests of the City, and the
Commission hereby directs that the premium due on the Bond Insurance Policy be paid in
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accordance with the terms thereof. The City covenants to comply with the terms and
Provisions of the Bond Insurer's revised commitment to provide the Bond Insurance Policy.
SECTION 12. BANK QUALIFIED DESIGNATION. The Commission hereby
designates the 1994 Bonds as "qualified tax-exempt obligations" within the meaning of
Section 265(b)(3)(B) of the Internal Revenue Code of 1986, as amended.
SECTION 13. AMENDMENTTO ORIGINAL RESOLUTION. Notwithstand-
ing any provision in the Original Resolution to the contrary, as a condition of obtaining the
Bond Insurance and for as long as the Bond Insurer is not in default under the Bond
Insurance Policy, the City covenants not to issue pari l~assu additional Bonds pursuant to
Article III, Section 4.G. of the Original Resolution, that bear interest at a variable rate
without the express written consent of the Bond Insurer.
SECTION 14. AMENDMENT TO 1994 RESOLUTION. The Commission
hereby determines to treat the Debt Service Reserve Account established under the Original
Resolution for the Original Bonds as also the Debt Service Reserve Account for the 1994
Bonds, notwithstanding anything to the contrary set forth in the 1994 Resolution. The Debt
Service Reserve Requirement for the 1994 Bonds and the Original Bonds is hereby
established to be $1,642,722.22. Since only $1,480,000is presently on deposit in the Debt
Service Reserve Account for the Original Bonds, the difference, in the amount of
$162 , 722 . 22 , shall be funded with a portion of the proceeds of the 1994 Bonds.
SECTION 15. FURTHER AUTHORIZATIONS. That the Mayor, the Vice
Mayor, the City Manager, the Finance Director, the City Clerk, the City Attorney and any
other authorized official of the City, be and each of them is hereby authorized and directed
to execute and deliver any and all documents and instruments, including but not limited to
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any conditions to obtain the Bond Insurance Policy, and to do and cause to be done any and
all acts and things necessary or proper for carrying out the transactions contemplated by this
Resolution.
SECTION 17. EFFECTIVE DATE. That this Resolution shall take effect
immediately upon its passage.
PASSED AND ADOPTED in special session on this the 26th day of October,
1994.
CITY OF DELRAY BEACH, FLORIDA
By: ~
Attest:
City ~lerk' - f / Date of Adoption: October 26, 1994
EXHIBIT A
$5,810,000
CITY OF DELRAY BEACH, PLORIDA .
UTILITIES TAX REVENUE REFUNDING AND IMPROVEMENT BONDS
8ERIES 1994
BOND PURCHASE AGREEMENT
October 26, 1994
City Commission
City of Delray Beach, Florida
100 N.W. First Avenue
Delray Beach, Florida 33444
Honorable Mayor and Commissioners:
The undersigned stifel, Nicolaus & Company, Incorporated on
behalf of itself and Smith Barney Inc. (collectively, the
"Underwriter") hereby offers to enter into the following agreement
with the city of Delray Beach, Florida (the "City"), which, upon
acceptance of this offer by the City, will be binding upon the City
and the Underwriter. This offer is made subject to acceptance by
the City by execution of this Bond Purchase Agreement (this
"Purchase Agreement") and its delivery to the Underwriter at or
prior to 11:59 p.m., eastern time, on the date of this Purchase
Agreement, and, if not so accepted, will be subject to withdrawal
by the Underwriter upon written notice to the City at any time
prior to its acceptance by the City.
1. Purchase and Sale of Bo~ds. Subject to the terms and
conditions and in reliance upon the representations, warranties and
covenants set forth in this Purchase Agreement, the Underwriter
agrees to purchase from the City for offering to the public, and
the city agrees to sell and deliver to the Underwriter for such
purpose, all, but not less than all, of the City's $5,810,000
aggregate principal amount of Utilities Tax Revenue Refunding and
Improvement Bonds, Series 1994 (the "Bonds") at a purchase price of
$5,694,058.95 (representing the $5,810,000 original principal
amount of the Bonds, less $60,537.90 of Underwriter's discount and
less $55,403.15 of original issue discount), plus accrued interest
for the Bonds from October 15, 1994, to the date of Closing, as
herein defined.
The City hereby acknowledges receipt of a check from the
Underwriter payable to the city in an amount equal to approximately
one percent (1%) of the principal amount of the Bonds (the "Good
Faith Check") as security for the performance by the Underwriter of
its obligation to accept and pay for the Bonds at the Closing (as
defined below) in accordance with the provisions of this Purchase
Agreement. The City shall retain the check, uncashed, under the
circumstances set forth in this paragraph. In the event the City
fails to deliver the Bonds at the Closing for any reason outside of
its control, or if the City shall be unable to satisfy the
conditions to the obligations of the Underwriter contained in this
Purchase Agreement or if such obligations shall be terminated for
any reason permitted by this Purchase Agreement, the City shall be
obligated to immediately return the uncashed Good Faith Check to
the Underwriter and the return of such Check shall constitute full
satisfaction of any damages or claims the Underwriter may have
against the City. In the event the City elects not to deliver the
Bonds for any other reason, it shall be obligated to immediately
return the uncashed Good Faith Check to the Underwriter, and the
Underwriter shall retain all rights at equity or at law which the
Underwriter may have against the City. In the event the
Underwriter accepts and pays for the Bonds at Closing, the uncashed
Good Faith Check shall be returned to the Underwriter at Closing.
In the event the Underwriter fails (other than for a reason
permitted under this Purchase Agreement) to accept and pay for the
Bonds at Closing, the Good Faith Check may be cashed and its
proceeds shall be retained by the City as, and for, full liquidated
damages for such failure, and not as a penalty, and for any and all
defaults on the part of the Underwriter, and upon the cashing of
the Good Faith Check, all claims and rights against the Underwriter
shall be fully released and discharged, it being understood by the
City and the Underwriter that actual damages in such circumstances
may be difficult or impossible to compute.
Concurrently with the delivery of the Bonds, Municipal Bond
Investors Assurance Corporation (the "Bond Insurer") will deliver
to NationsBank of Florida, N.A. (the "Paying Agent") for the
benefit of the holders of the Bonds, a policy of insurance
guaranteeing the timely payment of principal of and interest on the
Bonds (the "Bond Insurance Policy").
2. Public Offering. It shall be a condition to the City's
obligation to sell and deliver the Bonds to the Underwriter, and to
the obligation of the Underwriter to purchase and accept delivery
of the Bonds, that the $5,810,000 aggregate principal amount of the
Bonds authorized bythe Resolutions (hereinafter defined) shall be
sold and delivered by the City, and purchased, accepted and paid
for by the Underwriter at the Closing. The Underwriter agrees to
use its best efforts to make a bona fide public offering of all of
the Bonds at such initial public offering price or yield as the
Underwriter shall determine to be appropriate in light of
prevailing market conditions at the time of such offering. The
Underwriter hereby represents to the City that each Underwriter is
registered under the Securities Exchange Act of 1934, as amended,
as a municipal securities dealer.
3. Closing. At 1:00 p.m., eastern time on November 10,
1994, or at such other time or on such other date as is mutually
2
agreed by the City and the Underwriter at a location agreeable to
the Underwriter and the City (the "Closing"), the City shall
deliver, or cause to be delivered, the Bonds to the Underwriter in
definitive form, duly executed and authenticated by NationsBankof
Florida, N. A. as bond registrar (the "Bond Registrar"), together
with the other documents described in this Purchase Agreement.
Subject to the terms and conditions of this Purchase Agreement, the
Underwriter shall accept such delivery and deliver the purchase
price of the Bonds to the City by wire transfer in immediately
available funds to an account to be designated by the City. The
Bonds shall be printed or lithographed in form satisfactory to the
Underwriter, shall bear CUSIP numbers and shall be prepared and
delivered as fully registered Bonds without coupons in authorized
denominations, registered in the name of Cede & Co. or in such
other names and denominations as the Underwriter may designate to
the city in writing at least seven (7) Business Days prior to
Closing, and the Bonds shall be made available to the Underwriter
on the business day before the Closing for purposes of inspection
and packaging. Delivery of the Bonds shall be made at the offices
of Depository Trust Company, New York, New York, or such other
location as is mutually acceptable to the Underwriter and the City.
Time shall be of the essence and payment and delivery at the time
and place specified pursuant to this Purchase Agreement is a
further condition of the obligation of the Underwriter and the
City.
4. Bonds. The Bonds shall be dated, shall mature and shall
bear interest at the rates described in the Resolutions. The Bonds
shall be issued under the authority of and in full compliance with
the Constitution and laws of the State of Florida, including
Chapter 166, Florida Statutes, as amended and supplemented, the
City Charter of the City as amended and supplemented, and other
applicable provisions of law. The Bonds are being issued more
specifically pursuant to Resolution No. 98-91 (the "Bond
Resolution"), adopted by the City Commission of the City (the
"Commission") on December 3, 1991, Resolution No. 27-94, adopted by
the Commission on March 22, 1994, which authorized the issuance of
the Bonds in an aggregate principal amount not to exceed $8,500,000
(the "Authorizing Resolution"), and a Resolution adopted by the
Commission on the date of this Purchase Agreement (the "Award
Resolution") fixing the details of the Bonds (collectively, the
Bond Resolution, Authorizing Resolution and Award Resolution are
referred to as the "Resolutions"). Any Bonds issued pursuant to
the Authorizing Resolution were validated and confirmed by a
Judgment of the Circuit Court of the Fifteenth Judicial Circuit of
Florida, in and for Palm Beach County, rendered on May 17, 1994.
The City previously issued its Utilities Tax Revenue Refunding and
Improvement Bonds, Series 1992 of which $12,615,000 aggregate
principal amount remains outstanding (the "1992 Bonds"). The
appeal period has expired and no appeals have been filed. The
Bonds are being issued on a parity with the 1992 Bonds secured by
a first lien on the proceeds of the City's Utilities Tax.
5. Official Statement. The City approves the form of the
draft Official Statement attached to this Purchase Agreement as
Exhibit A (the "Official Statement"). The City hereby deems the
Preliminary Official Statement dated October 18, 1994 final as of
its date for purposes of Rule 15c2-12. As soon as practicable
after the date of this Purchase Agreement, and in any event, within
seven business (7) days of such date, as required by paragraph
(b)(3) of Rule 15c2-12 of the Securities and Exchange Commission
("SEC") or the Rules of the Municipal Securities Rulemaking Board
("MSRB"), the City shall deliver or cause to be delivered to the
Underwriter copies of the final printed Official Statement, dated
the date of this Purchase Agreement (the "Final Official
Statement"), in sufficient quantities to allow the Underwriter to
comply with paragraph (b) (4) of Rule 15c2-12 of the SEC and the
MSRB, in substantially the form attached to this Purchase Agreement
with only such changes as shall be approved by the City and the
Underwriter.
6. Representations and Warranties of the City. The City, by
its acceptance and execution of this Purchase Agreement,
represents, warrants and covenants to the Underwriter that:
(a) The City is a municipal corporation, duly organized
and validly existing under the Constitution and laws of the
State of Florida, and has, and at the date of the Closing will
have, full legal right, power and authority (1) to issue the
Bonds for the purposes set forth in the Official Statement,
(2) to comply with the provisions of the Resolutions, and this
Purchase Agreement, and (3) to carry out and consummate all of
the transactions contemplated by the Resolutions and this
Purchase Agreement applicable to it.
(b) The City has complied, and will at the Closing be in
compliance in all respects, with the Resolutions and the
Constitution and laws of the State of Florida in all matters
and transactions relating to this Purchase Agreement.
(c) The city has duly adopted the Resolutions and
authorized and approved (1) the execution and delivery and
performance of this Purchase Agreement and the Bonds, (2) the
use and distribution of the Preliminary Official Statement and
the execution, delivery and distribution of the Final Official
Statement, and (3) the taking of any and all such action as
may be required on the part of the City to carry out, give
effect to and consummate the transactions contemplated by this
Purchase Agreement, the Bonds and the Final Official
Statement.
(d) The Resolutions have been duly adopted by the City
and are in full force and effect and constitute legally valid
and binding obligations of the City enforceable in accordance
with their terms, and this Purchase Agreement has been duly
4
approved, authorized, executed and delivered by the City, and,
assuming due authorization, execution and delivery of this
Purchase Agreement by the Underwriter, constitute the legal,
valid and binding obligations of the City enforceable in
accordance with their terms.
(e) When delivered to and paid for by the Underwriter at
the Closing in accordance with the provisions of this Purchase
Agreement, the Bonds will have been duly authorized, executed,
authenticated, issued and delivered, will constitute legal,
valid and binding limited obligations of the City and will be
entitled to the benefit and security of the Resolutions.
(f) Upon the execution, issuance and delivery of the
Bonds, the Resolutions will provide, for the benefit of the
holders from time to time of the Bonds, a legally valid and
binding pledge of and a security interest in Pledged Revenues
(as defined in the Resolutions), which will be sufficient to
pay the principal of and interest on the Bonds, when due.
(g) Other than any approvals that might be required
under the securities laws of any state and the filing of Form
8038 with the Internal Revenue Service and disclosure forms
with the Florida Division of Bond Finance, no approval,
permit, consent or authorization of, or registration or filing
with, any governmental or public agency or authority or any
other entity not already obtained or to be obtained prior to
Closing, or made, or to be made prior to Closing is required
to be obtained by the City in connection with the issuance and
sale of the Bonds, or the execution and delivery by the City
of, or the due performance of its obligations under, this
Purchase Agreement, the Bonds, and the Resolutions, and any
such approvals, permits, consents or authorizations so
obtained are in full force and effect.
(h) The City has no reason to believe that it will not
obtain any approval, permit, consent or authorization of any
governmental or public agency or any other entity not already
obtained which is required in connection with the transactions
contemplated by the Resolutions or this Purchase Agreement.
(i) To the best of its knowledge, the City is not in
breach of or default under any applicable constitutional
provision, law or administrative regulation of the State of
Florida or the United States, the Resolutions, the City
Charter of the City, or any applicable judgment or decree or
any other loan agreement, indenture, bond, note, resolution,
agreement or other instrument to which the City is a party or
to which the city or any of its property or assets is
otherwise subject, that could have an adverse affect on the
business or operations of the City, and no event has occurred
and is continuing that with the passage of time or the giving
5
of notice, or both, would constitute a default under any such
instrument.
(j) The adoption of the Resolutions, the execution and
delivery by the City of this Purchase Agreement, the Bonds and
any other instrument to which the City is a party and which is
used or contemplated for use in conjunction with the
transactions contemplated by the Resolutions or this Purchase
Agreement, and the compliance with the provisions of each such
instrument and the consummation of any transactions
contemplated of each, will not conflict with or constitute a
breach of, or default under any indenture, commitment,
agreement, or other instrument to which the City is a party or
by which it is bound, or under any provision of the
Constitution of the State of Florida or any existing law,
rule, regulation, ordinance, judgment, order or decree to
which the City or its properties is subject.
(k) There is no action, suit, hearing, inquiry or
investigation, at law or in equity, before or by any court,
public board, agency or body, pending or, to the best
knowledge of the City, threatened against or affecting the
City (nor to the best knowledge of the city is there any basis
for any such proceeding) or any of its Commissioners or
officers in their respective capacities as such, in which an
unfavorable decision, ruling or finding would, in any way,
adversely affect (1) the transactions contemplated by the
Resolutions or this Purchase Agreement, (2) the organization,
existence or powers of the city or any of its Commissioners or
officers in their respective capacities, (3) the business,
properties or assets or the condition, financial or otherwise,
of the City, (4) the validity or enforceability of the Bonds,
this Purchase Agreement, the Resolutions, or any other
indenture, resolution commitment, agreement or other
instrument to which the City is a party or by which it is
bound, and which is used or contemplated for use in
conjunction with the transactions contemplated by this
Purchase Agreement or by the Resolutions, (5) the exclusion
from gross income for federal income tax purposes of the
interest on the Bonds, (6) the issuance, sale or delivery of
the Bonds, or (7) the assessment, and collection of Utilities
Taxes or any other monies or properties pledged or to be
pledged under the Resolutions to pay the principal or premium,
if any, or interest on the Bonds.
(1) The City has not issued, assumed or guaranteed any
indebtedness, incurred any material liabilities, direct or
contingent, or entered into any contract or arrangement of any
kind payable from or secured by a pledge of its Utilities Tax
Revenues, except as set forth in the official Statement.
6
(m) The Official Statement does not contain any untrue
or misleading 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.
(n) The financial statements of the City contained in
the Official Statement present fairly the financial condition
and results of operations of the City at the dates and for the
periods 'set forth therein, and there have been no material
changes in the financial operation, conditions or results of
the City since the date of such statements.
(o) The City has not been notified of any listing or
proposed listing by the Internal Revenue Service to the effect
that the City is a bond issuer whose arbitrage certifications
may not be relied upon.
(p) Any certificate delivered in connection with the
sale of the Bonds and 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 in such certificate.
(q) The City has not, since December 31, 1975, been in
default in the payment of principal of, premium, if any, or
interest on, or otherwise been in default with respect to, any
bonds, notes or other obligations which it has issued, assumed
or guaranteed as to payment of principal, premium, if any, or
interest.
(r) (i) For the purposes of this Purchase Agreement, the
term "Disclosure Period" shall mean the earlier of (1) ninety
(90) days from the End of the Underwriting Period, or (2) the
time when the Final Official Statement is available to any
person from a nationally recognized municipal securities
information repository, but in no case less than twenty-five
(25) days following the End of the Underwriting Period.
(ii) For the purposes of this Purchase Agreement,
the term"End of the Underwriting Period" shall mean the later
of such time as (1) the Closing, or (2) the time at which the
Underwriter does not retain, directly or as members of an
underwriting syndicate, an unsold balance of the Bonds for
sale to the public.
(iii) Both at the time of acceptance of this
Purchase Agreement by the City and (unless amended or
supplemented as described in Section 6(v) of this Purchase
Agreement) at all times during the Disclosure Period the
statements and the information contained in the Final Official
Statement pertaining to the City and the use and application
7
of the proceeds of the Bonds are and will be true, correct and
complete in all material respects and the Final official
Statement, to the knowledge of the City, does not as of the
date of acceptance of this Purchase Agreement and the Final
Official Statement will not (unless amended or supplemented as
described in Section 6(v) of this Purchase Agreement) at all
times during the Disclosure Period, contain any untrue
statement of a material fact or omit to state a material fact
necessary in order to make the statements and information
therein, in light of the circumstances under which they were
made, not misleading in any material respect.
(s) Prior to the execution of this Purchase Agreement,
the City delivered to the Underwriter copies of the
Preliminary official Statement which the City deemed to be
final for purposes of Rule 15c2-12 as of the date of the
Preliminary Official Statement, except for the omission of no
more than the following information: the offering price(s),
interest rate(s), selling compensation, aggregate principal
amount, principal amount per maturity, delivery date, ratings
and other terms of the Bonds depending on such matters.
(t) If the Final Official Statement is supplemented or
amended pursuant to Section 6(v) of this Purchase Agreement,
at the time of each supplement or amendment to the Final
Official Statement and (unless subsequently again supplemented
or amended pursuant to Section 6(v) of this Purchase
Agreement) at all times during the Disclosure Period, the
Final Official Statement as so supplemented or amended will
not contain any untrue statement of a material fact or omit to
state a material fact necessary in order to make the
statements contained in the Final Official Statement, in the
light of the circumstances under which they were made, not
misleading.
(u) During the DisclOsUre period, the City will (i) not
adopt any'amendment of or supplement to the Final Official
Statement to which, after havin~ been furnished with a copy,
the Underwriter shall reasonably objectinwriting, unless the
City has obtained.the opinion of Bond Counsel (as defined
below), stating thatsuch amendment or supplement is necessary
in order to make the Final Official Statement not misleading
in light of the circumstances existing at the time that it is
delivered to a purchaser, and (ii) if any event relating to or
affecting the City shall occur which would or might cause the
information contained in the Final Official Statement, as then
supplemented or amended, to contain any untrue statement of a
material fact or to omit to state a material fact required to
be stated in the Final Official Statement or necessary to make
the statements in the Final Official Statement, in light of
the circumstances under which they were made, not misleading,
the City shall notify the Underwriter thereof, and if as a
8
result of which it is necessary, in the opinion of Counsel to
the Underwriter (as defined below), to amend or to supplement
the Final Official Statement in order to make the Final
official Statement not misleading in light of the
circumstances existing at the time it is delivered to a
purchaser, the City shall promptly prepare and furnish to the
Underwriter (at the expense of the City unless such untrue
statement is a result of information provided by the Bond
Insurer or Underwriter) a reasonable number of copies of an
amendment of or supplement to the Final Official Statement (in
form and substance satisfactory to the Underwriter and the
City) which will amend or supplement the Final Official
Statement so that such Final official Statement, as amended or
supplemented, will not contain an untrue statement of a
material fact or omit to state a material fact necessary in
order to make the statements in the Final Official Statement,
in light of the circumstances existing at the time the Final
official Statement is delivered to a purchaser, not misleading
in any material respect. Unless otherwise notified in writing
by the Underwriter on or prior to the Closing Date, the End of
the Underwriting Period for the Bonds for all purposes of Rule
15c2-12 and Section 6(s)(ii) above, is the Closing Date. In
the event such notice is given in writing by the Underwriter,
the Underwriter agrees to notify the city in writing following
the occurrence of the End of the Underwriting Period for the
Bonds.
(v) The city shall cause to be made available to the
Underwriter such reasonable quantities, not to exceed 300
copies, of the Final Official Statement as the Underwriter may
request for use in connection with the offering and sale of
the Bonds.
(w) The city shall apply the proceeds from the sale of
the Bonds, including, without limitation, the investment of
such proceeds, as provided in and subject to all of the terms
and provisions of the Resolutions.
(x) The City shall not take or omit to take any action
which action or omission will adversely affect the exclusion
from gross income for federal income tax purposes of the
interest on the Bonds under Section 103 of the Internal
Revenue Code of 1986, as amended.
(y) The City shall furnish such information and execute
such instruments 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 in the United States as the Underwriter may
designate and to determine the eligibility of the Bonds for
investment under the laws of such states and other
jurisdictions and to continue such qualifications in effect so
9
long as required for the distribution of the Bonds, provided
that the City shall not be required to execute a general or
special consent to service of process or qualify to do
business in connection with any such qualification or
determination in any jurisdiction.
(z) The City shall advise the Underwriter immediately of
receipt by the City of any notification with respect to the
suspension of the qualification of the Bonds for sale in any
jurisdiCtion or the initiation or threat of any proceeding for
that purpose.
7. Conditions of Closing. The Underwriter has entered into
this Purchase Agreement in reliance upon the representations,
warranties and agreements of the City contained in this Purchase
Agreement and contained in the documents and instruments delivered
at the Closing, and upon the performance by the City of its obliga-
tions, as of the date of the Closing. Accordingly, the City's
obligations under this Purchase Agreement shall be subject to
conditions set forth in Section 7(e) below, and the Underwriter's
obligations under this Purchase Agreement to cause the acceptance
of delivery and payment for the Bonds shall be subject to the
performance by the City of its obligations contained in this
Purchase Agreement and such other documents and instruments at or
prior to the Closing, and shall also be subject to the following
conditions:
(a) At the Closing, (i) the Resolutions, and this
Purchase Agreement shall be in full force and effect and shall
not have been repealed, amended, modified or supplemented,
except as may have been agreed to in writing by the
Underwriter, and the City shall have executed and there shall
be in full force and effect and there shall have been taken in
connection therewith and in connection with the issuance of
the Bonds all such action as shall, in the opinion of the City
Counsel (as defined below), Greenberg, Traurig, Hoffman,
Lipoff, Rosen & Quentel, P.A. ("Bond Counsel") or Bryant,
Miller and Olive, P.A. ("Counsel to the Underwriter"), be
necessary in connection with the transactions contemplated by
this Purchase Agreement, (ii) the Bonds shall have been duly
authorized, executed and delivered, (iii) the Final Official
Statement shall not have been amended, modified or
supplemented, except as may have been agreed to in writing by
the Underwriter, and (iv) the City shall perform or have
performed all of its obligations under or specified in this
Purchase Agreement, the Official Statement and the Resolutions
to be performed at or prior to the Closing.
(b) At or prior to the Closing, the Underwriter and the
city shall have received the following documents:
10
(1) Evidence of compliance with Florida Statutes
§215.84, as amended.
(2) Copies of the Resolutions certified by the City
Clerk under the seal of the City as true copies and as
having been adopted with only such amendments, modifica-
tions or supplements as may have been approved by the
Underwriter.
(3) A certified copy of the final judgment of the
Circuit Court of the Fifteenth Judicial Circuit of
Florida in and for Palm Beach County validating the
Bonds, together with evidence that the time for taking an
appeal from such order has expired;
(4) The Official Statement executed on behalf of
the City by the Mayor or other authorized officer of the
Commission.
(5) A certificate of the City, dated the date of
Closing, signed on its behalf by the Mayor of the City or
his designee, in form and substance satisfactory to Bond
Counsel, the Underwriter and Counsel to the Underwriter,
in which such official, to the best of his knowledge,
states: (A) that the representations and warranties of
the City contained in this Purchase Agreement are true
and correct in all material respects as of the Closing,
that the City has satisfied all conditions on its part to
be performed or satisfied under this Purchase Agreement
at or prior to the Closing, and that the information and
statements with respect to the City contained in the
Final Official Statement are true, correct and complete
in all material respects for the purposes for which such
Final Official Statement is to be used, and nothing has
come to his or her attention that would lead him or her
to believe that such information in the Final Official
Statement includes any untrue statement of a material
fact or omits to state a material fact necessary to make
the statements in the Final Official Statement, in the
light of the circumstances under which they were made,
not misleading; (B) that no event affecting the City has
occurred since the date of the Final Official Statement
which should be disclosed in the Final Official Statement
for the purposes for which it is to be used or which it
is necessary to disclose in the Final Official Statement
in order to make the statements and information in the
Final Official Statement not misleading in any material
respect; (C) that the financial statements and the other
financial and statistical data relating to the City
included in the Final official Statement are true and
correct as of the date of such certificate; and (D) that
no obligations issued or guaranteed by the City are in
11
default as to payment of principal or interest or have
been in default as to payment of principal or interest at
any time after December 31, 1975.
(6) An opinion, dated the date of Closing, of Bond
Counsel, substantially in the form attached as Appendix
D to the Final Official Statement.
(7) An opinion or opinions, dated the date of
Closing, of Bond Counsel, in substantially the form of
Exhibit B hereto;
(8) An opinion, dated the date of Closing, of Susan
A. Ruby,. Esquire (the "City Counsel"), in substantially
the form of Exhibit C hereto;
(9) An opinion, dated the date of Closing, of
Bryant, Miller and Olive, P.A., Counsel to the
Underwriter (the "Underwriter Counsel"), in substantially
the form of Exhibit D hereto;
(10) A certificate, dated the date of Closing, of
the authorized officers of the City to the effect that,
on the basis of the facts, estimates and circumstances in
effect on the Closing Date, it is not expected that the
proceeds of the Bonds will be used in a manner that would
cause the Bonds to be "arbitrage bonds" within the
meaning of Section 148 of the Internal Revenue Code of
1986, as amended;
(11) Evidence satisfactory to the Underwriter that
the Bond Insurance Policy has been issued and is in full
force and effect.
(12) An opinion of Bond Insurer's counsel, addressed
to the Underwriter, to the effect that (i) the Bond
Insurer is a stock insurance corporation duly
incorporated and validly existing and in good standing
under the taws of the State of New York, (ii) the Bond
Insurance Policy for the Bonds has been duly executed and
is a valid and binding obligation of the Bond Insurer
enforceable in accordance with its terms, subject, as to
enforcement, to bankruptcy, insolvency, reorganization,
rehabilitation and other similar laws of general
applicability relating to or affecting creditors' and/or
claimants' rights against insurance companies and the
general equity principles, and (iii) the statements
contained in the Preliminary Official Statement and the
official Statement under the caption "MUNICIPAL BOND
INSURANCE", insofar as such statements constitute a
description of the Bond Insurance Policy, accurately
summarize the Bond Insurance Policy and the form attached
12
as "APPENDIX E" to the Official Statement is a true and
correct form of the Bond Insurance Policy.
(13) Evidence of the issuance and maintenance on the
Closing Date of ratings assigned to the Bonds of not less
than "Aaa" from Moody's Investors Service, Inc. and not
less than "AAA" from Standard & Poor's Corporation and
"AAA" from Fitch Investors Service, Inc.
(14) Such additional legal opinions, certificates
(including such certificates as may be required by
regulations of the Internal Revenue Service in order to
establish the tax exempt character of the Bonds, which
certificates shall be satisfactory in form and substance
to Bond Counsel), and other evidence as the Underwriter
or Bond Counsel or Counsel to the Underwriter may deem
necessary to evidence the truth and accuracy as of the
Closing of the representations and warranties of the City
herein contained and of the information contained in the
Final Official Statement and the due performance and
satisfaction by the City at or prior to such time of all
agreements then to be performed and all conditions then
to be satisfied by it.
Ail of the opinions, letters, certificates, instruments and
other documents mentioned above or elsewhere in this Purchase
Agreement shall be deemed to be in compliance with the provisions
of this Purchase Agreement if, but only if, they are in form and
substance satisfactory to the Underwriter. Receipt of, and payment
for, the Bonds shall constitute evidence of the satisfactory nature
of such as to the Underwriter. The performance of any and all
obligations of the City under this Purchase Agreement and the
performance of any and all conditions in this Purchase Agreement
for the benefit of the Underwriter may be waived in writing by the
Underwriter in their sole discretion.
If the City shall be unable to satisfy the conditions to the
obligations of the Underwriter to cause the purchase, acceptance of
delivery and payment for the Bonds contained in this Purchase
Agreement, or if the obligations of the Underwriter to cause the
purchase, acceptance of delivery and payment of the Bonds shall be
terminated for any reason permitted by this Purchase Agreement,
this Purchase Agreement shall terminate, and neither the
Underwriter nor the City shall be under further obligation except
that the respective obligation of the Underwriter and the City set
forth in the second paragraph of Section 1 and in Section 9 shall
continue in full force and effect.
8. Termination. The Underwriter shall have the right to
terminate the Underwriter's obligations under this Purchase
Agreement to cause the purchase, acceptance of delivery and payment
13
for the Bonds by notifying the City of its election to do so if,
after its execution and prior to the Closing:
(a) The marketability of the Bonds or their market
price, in the opinion of the Underwriter, has been adversely
affected by any decision issued by a court of the United
States (including the United States Tax Court) or of the State
of Florida, by any ruling or regulation (final, temporary or
proposed) or official statement issued by or on behalf of the
Department of the Treasury of the United States, the Internal
Revenue Service, or any other governmental agency of the
United States, or any governmental agency of the State of
Florida, or by a tentative decision with respect to
legislation reached by a committee of the House of
Representatives or the Senate of the Congress of the United
States, or by legislation enacted by, pending in, or favorably
proposed (whether by press release or otherwise) or reported
to either the House of~Representatives or the Senate of the
Congress of the United States or either house of the
legislature of the State of Florida, or formally proposed to
the Congress of the United States by the President of the
United States or to the Legislature of the State of Florida by
the Governor of the State of Florida in an executive
communication, affecting directly or indirectly, prospectively
or retroactively, the tax status of the City, its property or
income, its bonds or obligations of a general character of the
Bonds (including the Bonds) or the interest thereon, or any
tax exemption or exclusion from gross income for federal tax
purposes granted or authorized pertaining thereto; or
(b) The United States shall have become engaged in
hostilities which have resulted in a declaration of war or a
national emergency, or there shall have occurred any other
outbreak of hostilities, or a local, national or international
calamity or crisis, financial or otherwise, the effect of such
outbreak, calamity or crisis being such as, in the reasonable
opinion of the Underwriter, would adversely affect the ability
of the Underwriter to market the Bonds (it being agreed by the
Underwriter that there is no outbreak, calamity or crisis of
such a character as of the date hereof); or
(c) There shall have occurred a general suspension or
cessation of trading on the New York Stock Exchange or in the
market for obligations of Florida issuers or in identifiable
segments of the market for bonds of the type proposed to be
issued by the City; or minimum or maximum prices for trading
shall have been fixed and be in force or maximum ranges for
prices for securities shall have been required and be in force
on the New York Stock Exchange or other national securities
exchanges, or the establishment of any new restrictions in
transactions involving securities materially affecting the
free market for securities (including the imposition of any
14
limitations on interest rates) whether established by the New
York Stock Exchange or other national securities exchanges,
the Securities and Exchange Commission, any other federal or
state agency or the United States Congress or Executive Order;
or
(d) There shall have been declared and be in force a
general banking moratorium by Federal, New York or Florida
authorities; or
(e) Any Federal, State or County court, authority or
regulatory body shall take action which adversely affects the
ability of the city to proceed with the Projects or the
refunding as contemplated by the Final Official Statement; or
(f) An event described in Section 6 hereof occurs which
in the opinion of the Underwriter requires a supplement or
amendment to the Final Official Statement, and such supplement
or amendment is not prepared by the City or such event,
supplement or amendment materially affects, in the reasonable
opinion of the Underwriter, the ability of the Underwriter to
offer or sell the Bonds or to enforce contracts for the sale
of Bonds.
9. Expenses. (a) The City agrees to pay, and the
Underwriter shall be under no obligation to pay, all expenses
incident to the performance of City's obligations hereunder,
including but not limited to (1) the cost of printing or other
reproduction (for distribution prior to, on or after the date of
acceptance of this Purchase Agreement) of the Final Official
Statement; (2) the cost of engraving, reproducing and signing the
definitive Bonds and the cost of reproducing and signing any
temporary Bonds issued and delivered pending the delivery of
definitive Bonds if the Bonds are non-book entry bonds; (3) the
fees and disbursements of Bond Counsel, Financial Advisor to the
City and any other experts or consultants retained by the City; (4)
the fees and disbursements of the bond registrar and paying agent
under the Resolutions; (5) charges by rating agencies for the
rating of the Bonds, if rated; and (6) charges by the Bond Insurer,
and (7) the out-of-pocket expenses of the City, provided, however,
at the direction of the City, the Underwriter shall pay the charges
set forth in (6) above directly from net bond proceeds.
(b) The Underwriter shall pay, and the City shall be under no
obligation to pay, (1) the cost of qualifying the Bonds for sale in
various states chosen by the Underwriter and the cost of preparing
or printing any Blue Sky and legal investment memoranda to be used
in connection with such sale; and (2) out-of-pocket expenses,
including advertising, incurred by it in connection with its
offering and distribution of the Bonds, including the fees and
disbursements of Underwriter's Counsel, any MSRB fees and fees
incurred to obtain CUSIP numbers.
15
(c) In the event that either the City or the Underwriter
shall have paid obligations of the other as set forth in this
Section, adjustment shall be made at or prior to Closing.
10. Disclosure. Concurrently with the delivery of this
Purchase Agreement, the Underwriter has delivered a disclosure
statement to the City as required pursuant to Section 218.385,
Florida Statutes, as amended. The Underwriter has also provided to
the City the Truth-in-Bonding Statement as set forth in Section 11.
The City by execution of this Purchase Agreement acknowledges
receipt of such disclosure statement and Truth-in-Bonding
Statement.
11. Truth in Bonding Statement. (a) The city is proposing to
issue $ City of Delray Beach, Florida, Utilities Tax
Revenue Refunding and Improvement Bonds, Series 1994 for the
municipal purposes described in the Official Statement. This debt
or obligation is expected to be repaid over a period of
(__) years and (__) months.
At a net interest rate of %, total interest paid over the
life of the debt or obligation will be $ .
(b) The source of repayment or security for this
proposal to issue the Bonds is the City's Utilities Tax Revenues.
12. Miscellaneous. (a) Ail notices, demands and formal
actions hereunder shall be in writing and mailed, telegraphed or
delivered to:
The Underwriter: Stifel, Nicolaus & Company
1177 George Bush Boulevard
Suite 403
Delray Beach, Florida 33483
Attention: Kevin McCarty
The City: City of Delray Beach, Florida
100 N.W. First Avenue
Delray Beach, Florida 33444
· Attention: Joseph Safford
(b) This Purchase Agreement will inure to the benefit of and
be binding upon the parties hereto and their successors and
assigns, and will not confer any rights upon any other person. The
terms "successors" and "assigns" shall not include any purchaser of
any of the Bonds from the Underwriter merely because of such
purchase. This Purchase Agreement shall not be assigned by the
City.
(c) Ail the representations, warranties, covenants and
agreements of the City in this Purchase Agreement shall remain
operative and in full force and effect, regardless of (1) any
investigation made by or on behalf of the Underwriter, or (2)
16
delivery of and payment for the Bonds hereunder. Unless otherwise
terminated in accordance with the terms hereof, this Purchase
Agreement shall terminate upon delivery of the Bonds to the
Underwriter and receipt by the City of the funds required pursuant
hereto. The agreements in Section 9 hereof shall survive any
termination or cancellation of this Purchase Agreement.
(d) If any provision of this Purchase Agreement shall be held
or deemed to be or shall, in fact, be invalid, inoperative or
unenforceable as applied in any particular case in any jurisdiction
or jurisdictions, or in all jurisdictions, because it conflicts
with any provisions of any Constitution, statute, rule of public
policy or any other reason, such circumstances shall not have the
effect of rendering the provision in question invalid, inoperative
or unenforceable in any other case or circumstance, or of rendering
any other provision or provisions of this Purchase Agreement
invalid, inoperative or unenforceable to any extent whatever.
(e) This Purchase Agreement shall become effective upon the
execution of the acceptance hereof by the Mayor of the City or
other authorized officer of the City and shall be valid and
enforceable at the time of such acceptance.
(f) This Purchase Agreement, when accepted in writing as
heretofore specified, shall constitute the entire agreement between
the parties and is made solely for the benefit of the City and the
Underwriter (including the successors or assigns of the
Underwriter).
(g) For purposes of this Purchase Agreement, "business day"
means any day on which the New York Stock Exchange is open for
trading and on which New York and Florida banks are open for
business.
(h) Section headings have been inserted in this Purchase
Agreement as a matter of convenience of reference only, and it is
agreed that such section headings are not a part of this Purchase
Agreement and will not be used in the interpretation of any
provisions of this Purchase Agreement.
(i) This Purchase Agreement shall be governed by and
construed in accordance with the laws of the State of Florida.
(j) This Purchase Agreement may be executed in several
counterparts, each of which shall be regarded as an original and
all of which shall constitute one and the same document.
STIFEL, NICOLAUS & COHPANY,
INCORPORATED
By:
17
Accepted Pursuant to Resolution
of the City Adopted as of the
date first above written:
By:
Mayor
Approved as to form:
By:
City Attorney
J:\BONOS\403g~BPA4110/'25/941 GED I R
18
EXHIBIT A
TO BOND PURCHASE AGREEMENT
[Official Statement]
EXHIBIT B
TO BOND PURCHASE AGREEMENT
[Bond Counsel Supplemental Opinion]
November 10, 1994
City of Delray Beach, Florida
Palm Beach County, Florida
Stifel, Nicolaus & Co., Inc.
Smith Barney Inc., as Underwriter
Re: $5,810,000 City of Delray Beach, Florida, Utilities Tax
Revenue Refunding and Improvement Bonds, Series 1994
Ladies and Gentlemen:
This supplemental opinion is rendered at your request in
connection with the issuance by the City of Delray Beach, Florida
(the "City"), of the above-captioned bonds (the "Bonds"). In
connection with that issuance, we have delivered to the City our
approving opinion, of even date herewith, as bond counsel (the
"Legal Opinion"). You may rely upon such Legal Opinion to the same
extent as if it were addressed to you.
This supplemental opinion is rendered at your request and upon
your acknowledgement that we have not assumed any obligation after
the date hereof to render legal advice or opinions to you with
respect to the Bonds. All capitalized terms not defined herein
shall have the same meaning as in the Bond Purchase Agreement,
dated October 26, 1994, between the City and Stifel, Nicolaus &
Co., Inc. and Smith Barney Inc. (the "Purchase Agreement"). All
capitalized terms shall have the. meaning ascribed to them in the
Basic Documents. For the purpose of this opinion, the Resolutions,
the Bonds and the Purchase Agreement shall be referred to as the
Basic Documents.
We have examined the Basic Documents and such other documents
and certificates we deemed relevant and, based upon such
examination, we are of the opinion that, under existing law:
1. The Basic Documents and the Official Statement have
been duly authorized, executed and delivered on behalf of the
City. The Purchase Agreement constitutes a binding and
enforceable agreement of the City in accordance with its
terms.
2. The Resolutions have been duly adopted by the City
and such Resolutions have not been amended or repealed. The
B-1
Resolutions create a valid first lien on the City's Utilities
Tax Revenues in favor of the holders of the Bonds.
3. The City has duly executed and delivered the
Official Statement in accordance with the terms of the
Purchase Agreement, and the City has authorized its
distribution and use by the Underwriter in connection with the
public offering of the Bonds in accordance with the terms of
the Purchase Agreement.
4. The information in the Final Official Statement
under the captions "Introduction", "Description of the Series
1994 Bonds", "Projects", "Source of Payment and Security for
the Series 1994 Bonds", "Tax Exemption", "Validation", and
Appendix C, insofar as such statements summarize certain
provisions of the documents referred to in the Final official
Statement, including without limitation, the Bonds, or refers
to the opinion bond counsel will render, constitutes a fair
and accurate summary of the matters referred to therein.
5. The Bonds have been duly executed, authenticated and
delivered in accordance with the Resolutions.
6. The city's 1992 Utility Tax Note and 1993 Utility
Tax Note have been paid in full and the holders no longer have
a lien of any kind on the City's Utilities Tax Revenues.
7. The Bonds are not subject to the registration
requirements of the Securities Act of 1933, as amended, and
the Resolutions are exempt from qualification under the Trust
Indenture Act of 1939, as amended.
We are furnishing this opinion to you solely for your benefit
in connection with the original delivery of the Bonds. This
opinion is not to be used, circulated, quoted or otherwise referred
to in any other connection than as may be required by law.
Respectfully submitted,
B-2
EXHIBIT C
TO BOND PURCHASE ~GREEMENT
[city Attorney Opinion]
November 10, 1994
City of Delray Beach, Florida
Palm Beach County, Florida
Stifel, Nicolaus & Co. Inc.
Smith Barney Inc.
Re: $5,810,000 City of Delray Beach, Florida, Utilities Tax
Revenue Refunding and Improvement Bonds, Series 1994
Ladies and Gentlemen:
I am the city Attorney for the City of Delray Beach, Florida
(the "city") and have served in such capacity in connection with
the issuance of the above-captioned bonds (collectively, the
"Bonds") and related transactions. This opinion is furnished
pursuant to the Bond Purchase Agreement dated October 26, 1994 (the
"Purchase Agreement") between the City and Stifel, Nicolaus & Co.,
Inc. and Smith Barney Inc. (the "Underwriter"). All capitalized
terms not otherwise defined herein shall have the meanings ascribed
thereto in the Purchase Agreement.
I have reviewed such documents and instruments as I deemed
necessary to render the requested opinion. Based upon examination
of such documents and matters of law as I determined relevant for
the purposes of this opinion, and subject to the reservations set
forth herein, I am of the opinion that:
1. The City is a municipal corporation of the State of
Florida, dulY organized and validly existing under the Constitution
and laws of the State of Florida.
2. The City is authorized to execute and deliver the Bonds,
the Purchase Agreement, and the Official Statement and to perform
its obligations thereunder or as described therein.
3. The city is authorized to pledge to the repayment of the
Bonds the Utilities Taxes, the Utilities Tax Ordinance has been
duly enacted by the City, and the City has fulfilled all
requirements necessary to impose the Utility Taxes.
4. The Resolutions have been duly adopted and the execution
and delivery by the City of the Bonds, the Purchase Agreement, and
the Final official Statement, and the performance of its
C-1
obligations thereunder or as described therein, for and in the name
of the City, have been duly authorized by the City, and it creates
a valid lien on the proceeds of the City's Utilities Tax.
5. The City has duly approved and executed the Final
Official Statement and has duly authorized the distribution thereof
by the Underwriter in connection with the public offering of the
Bonds.
6. The Bonds, the Purchase Agreement, and the closing
certificates of the City delivered on this date have been duly
aUthenticated, as applicable, authorized, executed and delivered by
the City and constitute valid and legally binding obligations of
the City enforceable against the City in accordance with their
respective terms.
7. To the best of my knowledge, no authorization, approval,
consent, license or other action of any court or public or
governmental or regulatory 'authority having jurisdiction over the
City that has not been obtained is or will be required for the
issuance and sale of the Bonds or the valid and lawful
authorization, execution and delivery of, or consummation by the
City of the other transactions contemplated by, the Resolution,
Purchase Agreement and the Official Statement. I do not, however,
express any opinion regarding compliance with the Blue Sky, legal
investment, or Federal securities laws.
8. The adoption by the City of the Resolutions and the
execution and delivery by the City of the Bonds, the Purchase
Agreement, and the Final official Statement and compliance on the
City's part with the provisions contained or described therein,
will not conflict with, violate or constitute a breach of or a
default under (a) any existing law, court or administrative
regulation, order or decree, or (b) any commitment, mortgage,
lease, indenture, agreement, contract or instrument to which the
City is a party or by which it or any of its properties is bound.
9. To the best of my knowledge, after due inquiry, the City
is not in breach of or default under any applicable constitutional
provision, law or administrative regulation of the State of Florida
or the United States,. the Resolutions, the City Charter of the
City, or any applicable judgment or decree or any other loan
agreement, indenture, bond, note, resolution, agreement or other
instrument to which the City is a party or to which the City or any
of its property or assets is otherwise subject, that could have an
adverse effect on the business or operations of the City, and no
event has occurred and is continuing that with the passage of time
or the giving of notice, or both, would constitute a default under
any such instrument.
10. To the best of my knowledge, there is no action, suit,
proceeding, inquiry or investigation, at law or in equity, before
C-2
or by the Circuit Court of the State of Florida in and for the
Fifteenth Judicial Circuit or in the United States District Court
for the Southern District of Florida or any other court,
governmental agency, public board or body for which the City has
received actual notice, pending or, to the best of my knowledge,
after due investigation, threatened against the city or any of its
Commissioners or officers in their respective capacities as such
relating to (i) the transactions contemplated by the Resolutions or
the Purchase Agreement, (ii) the organization, existence or powers
of the city or any of its Commissioners or officers in their
respective capacities as such, (iii) the business, properties or
assets or the condition, financial or otherwise, of the City, (iv)
the validity or enforceability of the Bonds, the Purchase
Agreement, the Resolutions, or any other indenture, commitment,
agreement or other instrument to which the City is a party or by
which it is bound, and which is used or contemplated for use in
conjunction with the transactions contemplated by the Purchase
Agreement or by the Resolutions, (v) the exclusion from gross
income for federal income tax purposes of the interest on the
Bonds, (vii) the assessment and collection of the Utilities Tax by
the City or any other monies or properties pledged or to be pledged
under the Resolutions to pay the principal or premium, if any, or
interest on the Bonds, (viii) contesting in any way the
completeness or accuracy of the Final Official Statement or (iv)
wherein an unfavorable decision, ruling or finding would materially
and adversely affect the validity or enforceability of the Bonds or
the Purchase Agreement.
11. The City has not issued, assumed or guaranteed any
indebtedness, incurred any material liabilities, direct or
contingent, or entered into any contract or arrangement or any kind
payable from or secured by a pledge of the Utilities Tax, except as
set forth in the Final Official Statement.
12. The statements and information relating to the City, the
Utilities Taxes and the Bonds, including the application of the
proceeds thereof, set forth in the Final Official Statement (except
for the financial statements and other financial and statistical
data included therein as to which no view is expressed) did not on
the date of the Final Official Statement, and do not on the date
hereof, contain any untrue or misleading statement of a material
fact or omit to state any material fact necessary to make the
statements therein, in light of the circumstances under which they
were made, not misleading.
All opinions as to the enforceability of the legal obligations
of the City set forth herein are subject to and limited by
bankruptcy, insolvency, reorganization, moratorium, and similar
laws in each case relating to or affecting the enforcement of
creditors' rights generally, and subject to the enforceability
thereof, and to the exercise of judicial discretion in accordance
with the general principles of equity.
C-3
I am qualified to practice law in the State of Florida and,
for the purpose of this opinion, I do not purport to be an expert
on, or to express an opinion herein concerning, the laws of any
other jurisdiction (including any such laws which may be applicable
by virtue of the application of the choice of law provisions under
Florida law) except the laws of the United States to the extent set
forth herein.
No one, ~other than the addresses named above, is entitled to
rely upon the statements made, and conclusions expressed, within
this opinion.
Very truly yours,
C-4
E~IBIT D
TO BOND PURCHASE /~REEMENT
[FORM OF UNDERWRITER'S COUNSEL OPINION]
November 10, 1994
Smith Barney Inc.
Barnett Centre, 8th Floor
625 North Flagler Drive
West Palm Beach, FL 33401
stifel, Nicolaus & Co., Inc.
1177 George Bush Blvd., Suite 308
Delray Beach, FL . 33483
Re: $5,810,000 City of Delray Beach, Florida, Utilities Tax
Revenue Refunding and Improvement Bonds, Series 1994
Ladies and Gentlemen:
In connection with the issuance of the captioned obligations
(the "Bonds"), which are today being delivered to you, the Under-
writers, pursuant to a Bond Purchase Agreement (the "Bond Purchase
Agreement") dated October 26, 1994, we have reviewed such
proceedings, records, certificates, documents and questions of law
as we have considered necessary to enable us to render this
opinion. All capitalized undefined terms used herein shall have
the meaning set forth in the Bond Purchase Agreement.
To the extent that the opinions expressed herein relate to or
are dependent upon the determination that the proceedings and
actions.relating to the authorization, issuance and sale of the
Bonds are lawful and valid under the Constitution and statutes of
the State of Florida, that the Bonds and the Resolution are valid
and legally binding obligations of the City of Delray Beach,
Florida, or that the Bonds and the interest thereon are excluded
from gross income of the owners of the Bonds for federal income tax
purposes, we understand that you are relying upon the opinions
delivered to you on the date hereof of Greenberg, Traurig, Hoffman,
Lipoff, Rosen & Quentel, P.A., Bond Counsel, and Susan Ruby,
Esquire, City Attorney, and, with your permission, we have assumed
the accuracy of such opinions and we have made no independent
determination thereof.
We have acted as your counsel in connection with your review
of and input into the contents of the final official Statement
dated October 26, 1994 (the "Official Statement"). Our engagement
D-1
has necessarily involved a review of certain financial and statis-
tical information as to which, with your permission, we express no
opinion regarding the accuracy and completeness of any such
information.
In connection with your review of and input into the contents
of the final official Statement, we have generally reviewed
information furnished to us by, and have participated in telephone
conferences with, representatives of the City of Delray Beach,
Florida, the City Attorney, Greenberg, Traurig, Hoffman, Lipoff,
Rosen & Quentel, P.A., Bond Counsel, you, and others, in which such
contents of the official Statement and related matters were
discussed. With your permission we have relied upon certificates
of officials of the city of Delray Beach, Florida, and upon written
opinions and letters received from Greenberg, Traurig, Hoffman,
Lipoff, Rosen & Quentel, P.A., Bond Counsel, the city Attorney, and
Municipal Bond Investors Assurance Corporation ("MBIA").
We have considered the information contained in the official
Statement and, based upon our review and discussions noted above,
and in reliance upon the accuracy of the information contained in
the aforementioned certificates and opinions, but without having
undertaken any independent investigation of such information,
nothing has come to our attention which leads us to believe that
the official Statement 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 light of
the circumstances under which they were made, not misleading;
provided, however, that we express no opinion regarding financial
and other statistical data included in the official Statement,
including but not limited to the Appendices thereto, information
relating to MBIA and information contained in Appendix C to the
official Statement.
We are further of the opinion that it is not necessary in
connection with the sale of the Bonds to register the Bonds under
the Securities Act of 1933, as amended, or to qualify the Indenture
under the Trust Indenture Act of 1939, as amended.
This letter is furnished by us as your Counsel and is solely
for your benefit and shall not extend to, and may not be relied on
by, any other person, firm or corporation without written
permission from us.
Very truly yours,
BRYANT, MILLER AND OLIVE, P.A.
J:\BON DS\4039%UWCOP~ N 110/'25./941 GED I R
D-2
EXHIBIT C TO RESOLUTION NO. 85-94
PUBLIC FINANCIAL MANAGEMENT, INC.
Financial and Investment Advisors
5900 Enterprise Parkway
Fort Myers, FL 33905
813-693-7117 (Pax) 813-693-6384
October 25, 1994
The Mayor and Commissioners,
City of Delray Beach, Florida
100 N.W. 1st Avenue
Delray Beach, Florida 33444
Ladies and Gentlemen:
Public Financial Management, Inc. CPFM"), Financial Advisor to the City of Delray Beach,
Florida (the "City"), is pleased to provide this recommendation regarding the method of sale and
credit enhancement for the City's Utilities Tax Revenue Refunding and Improvement Bonds,
Series 1994 (the "Series 1994 Bonds").
PFM believes that a negotiated, rather than competitive, sale is the most appropriate method
of sale for the Series 1994 Bonds. Under a negotiated sale, unlike a competitive sale, the City's
investment banking team is able to assist the financing team in pre-sale marketing activities to
insure that the Series 1994 Bonds will be well received by the municipal market. We believe that
this type of assistance will be necessary in order to adequately address potential investor
concerns and provide sufficient pre-sale interest in the Series 1994 Bonds. Additionally, tax-
exempt interest rates have been subject to considerable volatility during recent months, and a
negotiated sale will provide the City with more flexibility than a competitive sale with regard to
entering the market at the most opportune time.
Under current market conditions, PFM believes that purchasing municipal bond insurance
for the Series 1994 Bonds, at the quoted price, would provide the City with a significant
economic benefit. The use of such credit enhancement allows the City to broaden the scope of
prospective investors. The present value savings attributable to the lower interest costs to be
received on the Series 1994 Bonds will more than offset the cost of credit enhancement.
Sincerely,
PUBLIC FINANCIAL MANAGEMENT, INC.
-~ T6rry L. Wright
Managing Consultant
cc: Becky O'Connor
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{An Affiliate of Marine Midland Bank, N.A.