HomeMy WebLinkAboutBANK OF NEW YORK MELLON TRUST COMPANY, N.A., THE (6).Quint & Thinunig LLP
LETTER AGREEMENT FOR PURCHASE
November 6, 2013
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA, 92701
Attention: City Manager
Santa Ana Financing Authority
20 Civic Center Plaza
,Manta Ana, CA, 92701
Attention: Executive Director
A -2014 -133 -E
04/30/7.4
05/28/14
Re: $ Lease Agreement, dated as of June 1, 2014, by and between the Santa Ana
Financing Authority and the City of Santa Ana, assigned to Wes Prn A&n e Pnbli
Ladies and Gentlemen:
The undersigned,
W APF and CB, collectively, the "Purchaser& "), offer, upon the following terms, to acquire (i) the
rights, title and interest of Santa Ana Financing Authority (the "Authority") under the Lease
Agreement (hereinafter defined), including its rights to receive Lease Payments to be made by
the City of Santa Ana (the "City") under the Lease Agreement, dated as of June 1, 2014 (the
"Lease Agreement " }, by and between the City and he Authority; prpvlded that the Authority's
rights to indemnificatipn and paymenfi or reimbursement far any costs or expenses thereunder
have been retaixled by the Authorify to the extent such rights accrue tp the Authority and shall
have been assigned to the Purchasers to the extent such rights accrue to the PurchaserA, by
entering into an ara assign® rnent agreements, each dated as of June 1, 2014 (gdkctivety. the
"Assignment Agreements " }, with the Authority, and (ii) except for the Authprity's obligation
under Section 4 thereof, the rights, title and interest pf tkte Authority under the Site and Facility
Lease, dated as of June 1, 207.4 (the "Site and Facility Lease "), by and between the City and, the
Authority.
Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto
in the Lease Agreement.
1. Purchase and Purchase Price; Terms of Authority's Obligations. The City and the Authority
agree to execute and deliver the Site and Facility Lease and the Lease Agreement, and the
Purchasers alto purchase the Authority's rights, title and interest under the Lease
Agreement, as described more specifically above and in the Assignment Agreements, at all
aggreg= purchase price of $ . The Lease Payments under the Lease Agreement,
the- amouxtits allocable to each of the Purchasers and the interest ratel applicable thereto shall be
as shown in Exhibits A-1 A -2, , A--3 hereto (with the totaJc>f all Lease Pay jn
Pxhibi A- 4heretol. mm..._._�_
19014.10
l
(e) CM shall transfer to the City, $ , to be applied to the City's costs of
the transaction or applied to make the first Lease Payment. Wire instructions to be provided
prior to the Closing Date.
4. Closing. At 8:00 a.m. California Time, on June 12, 2014, or at such other time or on such
earlier or later date as the Purchasers the Authority and the City mutually agree upon (the
"Closing Date "), the City will deliver (or cause to be delivered) the Site and Facility Lease and
the Lease Agreement executed by the City and the Authority, and the Assignment Agreements
executed by the Authority and the Purchasers, and the Purchasers will pay the purchase price
for the Authority's rights, title and interest in the Site and Facility Lease and the Lease
Agreement as set forth in Section 1 hereof in federal or other immediately available funds.
5. Representations and Warranties of the City. The City represents and warrants to the
Purchasers, that:
(a) The City is a municipal corporation or anized and existing under the Constitution
and the laws of the State of California (the "State "), and has all necessary power and authority
to enter into and perform its duties under this Agreement and the Site and Facility Lease and
the Lease Agreement (collectively, the "City Documents ").
(b) To the best knowledge of the City, neither the execution and delivery of the City
Documents, or the execution this Agreement, and compliance with the provisions on the City's
part contained therein, nor the consummation of any other of the transactions herein and
therein contemplated, nor the fulfillment of the terms hereof and thereof, materially conflicts
with or constitutes a material breach of or default under nor materially contravenes any law,
administrative regulation, judgment, decree, loan agreement, indenture, bond, note, resolution,
agreement or other instrument to which the City is a party or is otherwise subject, nor does any
such execution, delivery, adoption or compliance result in the security interest or encumbrance
of any nature whatsoever upon any of the properties or assets of the City under the terms of
any such law, administrative regulation, judgment, decree, loan agreement, indenture, bond,
note, resolution, agreement or other instrument, except as provided by the City Documents.
(c) The City Documents have been duly authorized by the City, and, assuming due
authorization, execution and delivery by the other parties thereto, will constitute legal, valid
and binding agreements of the City enforceable in accordance with their respective terms,
except as the enforcement thereof may be limited by bankruptcy, insolvency, moratorium,
reorganization, fraudulent conveyance or other laws affecting the enforcement of creditors'
rights generally and by the application of equitable principles if sought and by the limitations
on legal remedies imposed on actions against cities in the State of California.
(d) There is no consent, approval, authorization or other order of, or filing with, or
certification by, any regulatory agency having jurisdiction over the City required for the
execution and delivery of the City Documents or the consummation by the City of the other
transactions contemplated by the City Documents.
(e) To the best of the knowledge of the City, there is, and on the Closing Date (as
hereinafter defined) there will be, no action, suit, proceeding or investigation at law or in equity
before or by any court or governmental agency or body pending or threatened against the City
to restrain or enjoin the payments to be made pursuant to the Lease Agreement, or in any way
contesting or affecting the validity of the City Documents or the authority of the City to approve
this Agreement, or enter into the City Documents or contesting the powers of the City to enter
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80A -107
(c) The execution and delivery by the City of an Internal Revenue Service Form 8038 -G
in a form acceptable to Special Counsel and the Purchasers
(d) Delivery of a legal opinion addressed to the City, with a reliance letter to each of the
aftd-fig,- Purchasers, dated the Closing Date, of Quint & Thimmig LLP, as Special Counsel, with
respect to (i) the validity and enforceability of the Lease Agreement, the Site and Facility Lease,
and the Assignment Agreements by and against the City and the Authority (as applicable), (ii)
the tax - exempt status of the interest component of the Lease Payments, and (iii) such other
matters as may be requested by the Purchasers in form and substance acceptable to the
Purchasers,
(e) The delivery of a certificate dated the Closing Date and signed by the City Manager,
or such other officer of the City as the City Council may approve, to the effect that:
(i) to the best knowledge of the City, there are no actions or proceedings against
the City pending and notice of which has been served on the City or threatened that
materially adversely affect the City's ability to pay the Lease Payments or to perform its
obligations under the Site and Facility Lease and Lease Agreement;
(ii) the representations and warranties of the City contained in this agreement
and the Lease Agreement 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; and
(iii) the City acknowledges receipt from the Purchasers, on behalf of the
Authority, of the advance rental payment specified in Section 4 of the Site and Facility
Lease;
(f) The delivery by the City of a title policy for the property that is the subject of the Site
and Facility Lease and Lease Agreement in form acceptable to the Purchasers
(g) The execution and delivery by the City of a certificate as to arbitrage; and
(h) The delivery by each of the Purchasers of an investor letter in form and substance as
attached hereto as Exhibit B.
(i) Such other documents as may be reasonably requested by the Purchasersg.
7. Events Permitting the Purchasers to Terminate. The Purchasers may terminate their
obligation to purchase the Authority's rights, title and interest under the Site and Facility Lease
and the Lease Agreement before the Closing Date if any of the following occurs:
(a) any legislative, executive or regulatory action (including the introduction of
legislation) or any court decision that, in the judgment of the Purchasera, casts sufficient doubt
on the legality of or the tax- exempt status of the interest component of obligations such as those
represented by the Lease Agreement and the Lease Payments so as to materially impair the
marketability or to materially reduce the market price of such obligations, in the reasonable
opinion of the Purchasers
(b) any action by the Securities and Exchange Commission or a court that would require
registration of the Lease Agreement under the Securities Act of 1933, as amended; or
(c) any event occurs or becomes known that has a material adverse effect on the financial
condition of the City or on the ability of the City or the Authority to perform under the Site and
Facility Lease, the Lease Agreement or the Assignment Agreements.
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�i 1. M;�.
IN WITNESS WHEREOF, the parties hereto have executed and entered into this Letter
Agreement for Purchase by their officers thereunto duly authorized as of the day and year first
above written.
The foregoing is hereby agreed to and
accepted as of the date first above written:
CITY OF SANTA ANA
By—
Name
Title
SANTA ANA FINANCING AUTHORITY
By
Name
Title
MIAMINAM F-1101" a UPIRM M
By—
Name
Title
By
Narne
lidge_
-7-
Foarlymn
EXHIBIT A -2
1 15
7/1/15
1/1/16
1117
18
1119
1/1/20
7/1/20
71
1 1
7/1/22
1123
7123
1 1 2
7 1
TOTAL
c 4A
Exhibit A -2
80A -113
71
1/1/16
1 16
7/1/17
19
7119
1 /20
7/1/20
1L1/
7/1/21
M
1/22
1 1 z3
7123
1 1
�4
25
7125
1 1
1 /26
1/1/27
1126
TOTAL
BXHIBIT A -4
., h1tereat
Exhibit A -4
thereto in making its investment decision with respect to the Lease Agreement, and the
Purchaser has had the opportunity to ask questions of and receive answers from knowledgeable
individuals concerning the City and the Lease Agreement. The Purchaser is able and willing to
bear the economic risk of the purchase and ownership of the rights, title and interest of the
Authority under the Lease Agreement.
(d) The Purchaser understands that the Lease Agreement has not been registered under
the United States Securities Act of 1933 or under any state securities laws. The Purchaser agrees
that it will comply with any applicable state and federal securities laws then in effect with
respect to any disposition of the Lease Agreement by it, and further acknowledges that an
current exemption from registration of the Lease Agreement does not affect or diminish such
requirements.
(e) The Purchaser has authority to purchase the rights, title and interest of the Authority
under the Lease Agreement and to execute any instruments and documents required to be
executed by the Purchaser in connection with the purchase of the rights, title and interest of the
Authority under the Lease Agreement. The undersigned is a duly appointed, qualified, and
acting officer of the Purchaser and is authorized to cause the Purchaser to make the
representations and warranties contained herein on behalf of the Purchaser.
(f) The Purchaser acknowledges that rights, title and interest of the Authority under the
Lease Agreement are transferable with certain requirements, as described in the Lease
Agreement.
(g) The Purchaser acknowledges that the Lease Agreement is exempt from the
requirements of Rule 15c2 -12 of the Securities and Exchange Commission and that the City has
not undertaken to provide any continuing disclosure with respect to the Lease Agreement but
that the City has agreed to provide other ongoing information to the Purchaser.
By—
Name
Title
Exhibit B
Page 2
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