HomeMy WebLinkAboutRes 1998-32RESOLUTION 1998 -32
RESOLUTION APPROVING THE FORMATION OF THE TOWN OF FOUNTAIN
HILLS, ARIZONA MUNICIPAL PROPERTY CORPORATION AND THE MEMBER-
SHIP OF ITS BOARD OF DIRECTORS; APPROVING THE ARTICLES OF
INCORPORATION AND BYLAWS OF THE CORPORATION; APPROVING THE
GENERAL PLAN FOR THE FINANCING OF CERTAIN PROJECTS FOR THE TOWN
INCLUDING THE ISSUANCE OF REVENUE BONDS; AUTHORIZING THE
PREPARATION OF A PRELIMINARY OFFICIAL STATEMENT; AND
AUTHORIZING THE TOWN STAFF TO COOPERATE WITH SAID CORPORATION
IN FORMULATING FINAL PLANS AND DOCUMENTS WITH RESPECT TO
FINANCING AND CONSTRUCTING SUCH PROJECTS.
WHEREAS, it has been determined by the Town of Fountain Hills, Arizona (the
"Town "), that it would be to the advantage and benefit of the Town and its residents to finance
and construct, furnish and equip a civic center, performing arts center and community center
complex (the "Project "); and
WHEREAS, the moneys presently available to the Town are insufficient, by
reason of budget and bonding limitations, to construct and acquire the Project and are insufficient
to lease suitable space to accommodate the needs of the Town; and
WHEREAS, some interested citizens of the Town, at the request of the Council,
have agreed to organize a nonprofit Arizona corporation known as the TOWN OF FOUNTAIN
HILLS, ARIZONA MUNICIPAL PROPERTY CORPORATION (the "Corporation ") and have
agreed to act as the Corporation's first Board of Directors for the purpose of assisting the Town in
financing and constructing the Project; and
WHEREAS, the Corporation proposes to cause the Project to be financed,
designed, constructed, furnished and equipped and to lease- purchase the same, together with
necessary and related equipment and furnishings, to the Town under a lease- purchase agreement
at no profit to itself; and
WHEREAS, the Corporation proposes to finance the Project by issuing its bonds
which will be secured by the Corporation's rights under and moneys available pursuant to said
lease- purchase agreement; and
WHEREAS, under the lease- purchase agreement the Corporation would agree to
lease with an option to purchase the Project to the Town in exchange for the payment of rental
payments over a period of years, such rental payments being secured by a pledge of the Town's
excise taxes; and
WHEREAS, the Mayor and Council of the Town have reviewed the articles of
incorporation and by -laws of the Corporation, the membership of its Board of Directors and the
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proposed general plan of financing, acquiring, constructing, equipping and furnishing said
Project and find nothing objectionable therein to the Town;
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND
COUNCIL OF THE TOWN OF FOUNTAIN HILLS, ARIZONA, AS FOLLOWS:
Section 1. The formation of the Town of Fountain Hills, Arizona Municipal
Property Corporation, a nonprofit Arizona corporation, is hereby found to be beneficial to the
Town and to the citizens thereof for the reasons set forth above; and that the formation of the
Corporation is hereby approved by the Mayor and Council of the Town. The articles of
incorporation and by -laws of the Corporation in substantially the forms presented are hereby
approved.
Section 2. The following -named persons are hereby approved as directors of the
Corporation until the first annual meeting, or until their successors are elected and qualified:
Section 3. The plan of leasing, constructing, furnishing and equipping the
Project as presented to this Mayor and Council appears in all respects to be proper and
appropriate and the plan for the Corporation to cause the issuance of not to exceed $7,000,000
aggregate principal amount of revenue bonds (the "Bonds ") to finance the Project is hereby
acknowledged and approved. The Bonds will bear interest at an average interest rate of not to
exceed seven percent (7 %) per annum and shall be issued and sold and delivered against payment
therefor to the underwriter, Peacock, Hislop, Staley & Given, Inc. The Bonds shall be sold in
accordance with the terms and provisions of resolutions to be adopted by this Council and the
Corporation at later dates granting final approval of the terms and conditions of the sale of the
Bonds and in accordance with the provisions of a bond purchase contract to be entered into by
and among the Town, the Corporation and the underwriter.
Section 4. The preparation of a preliminary official statement is hereby
authorized, and the Town's Manager or designee is authorized to deem "final" for all purposes of
Section 240.15c2 -12, General Rules and Regulations, Securities Exchange Act of 1934 (the
"Rule "), such preliminary official statement. The deemed "final" preliminary official statement,
after approval by the Town's Manager or designee, is hereby authorized to be distributed by the
Underwriter. The Town will cause a final official statement (the "Official Statement ") in
substantially the form of the preliminary official statement referred to above to be prepared and
distributed with the Bonds upon initial issuance. The Mayor or any member of this Council are
authorized to approve, execute and deliver the Official Statement on behalf of the Town and the
execution by the Mayor or such other officer shall be deemed conclusive evidence of such
approval.
Section 5 The staff members of the Town are hereby authorized and directed to
cooperate with the officers, directors and staff of the Corporation in formulating final plans and
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documents with respect to the financing and construction of the Project by the Corporation
including, but not limited to, retaining the services of a trustee for the financing.
PASSED, ADOPTED AND APPROVED by the Mayor and Council of the
Town of Fountain Hills, Arizona, on August 6, 1998.
ATTEST:
Clerk
CERTIFICATION
Wr
I, Cassie Hansen, the duly appointed and acting Town Clerk of the Town of
Fountain Hills, Arizona, do hereby certify that the above and foregoing Resolution No. l g 9 t "V�as
duly passed by the Town Council of the Town of Fountain Hills, Arizona, at a regular meeting held
on August 6, 1998, and the vote was `i aye's and a nay's and that the Mayor and S
Council Members were present thereat.
Cassie Hansen, Town Clerk
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BOND PURCHASE AGREEMENT
1,075,000
TOWN OF FOUNTAIN HILLS, ARIZONA
HIGHWAY USER REVENUE REFUNDING BONDS, SERIES 1998
Mayor and Common Council of the Town
of Fountain Hills, Arizona
16836 East Palisades, Building C
Fountain Hills, Arizona 85269
Ladies and Gentlemen:
Upon the terms and conditions hereof .and in reliance on
the representations, warranties and covenants contained herein and
in any certificates or other documents delivered pursuant hereto,
Peacock, Hislop, Staley & Given, Inc. (hereinafter referred to as
the "Underwriter "), acting not as agent or fiduciary to the Town of
Fountain Hills, Arizona (hereinafter referred to as the "Town ") ,
but for and on behalf of the Underwriter, hereby offers to enter
into the following agreement with the Town, which, upon the accep-
tance of this offer by the Town, shall be binding upon the Town and
the Underwriter. This offer is made subject to the written accep-
tance of this Bond Purchase Agreement (hereinafter referred to as
this "Purchase Agreement ") by the Town on or before 11:59 P.M.,
Arizona time, on August 6, 1998, and, if not so accepted, shall be
subject to withdrawal by the Underwriter upon notice delivered to
the Town at any time after such time and prior to the acceptance of
this Purchase Agreement by the Town. Any financial advisory rela-
tionship between the Underwriter and the Town (if such relationship
has existed or now exists) with respect to the Bonds (as such terms
are hereinafter defined) is hereby terminated, and the Town hereby
expressly consents to the acquisition or participation in the
purchase thereof on a negotiated basis by the Underwriter. If a
financial advisory relationship exists, there may be a conflict of
interest in changing from the capacity of financial advisor to
underwriter, and the Town hereby expressly acknowledges such cir-
cumstances. The Town also hereby acknowledges that Gust Rosenfeld
P.L.C., "Bond Counsel," represents the Underwriter in financing
transactions for other political subdivisions and hereby waives any
conflict of interest that may exist as a result of such representa-
tion.
1. (a) The Underwriter shall purchase from the Town,
and the Town shall sell to the Underwriter, all of the $1,075,000
aggregate principal amount of the Town of Fountain Hills, Arizona
Highway User Revenue Refunding Bonds, Series 1998 (hereinafter
referred to as the "Bonds "). The Bonds shall be as described in,
and shall be issued and secured under the provisions of, a resolu-
tion adopted by the Mayor and Common Council of the Town on August
6, 1998 (hereinafter referred to as the "Bond Resolution "). The
Underwriter has not previously made any final agreement with the
Town to purchase the Bonds in an offering within the meaning of the
SEC Rule (as such term is hereinafter defined).
(b) The Bonds shall be dated as of August 6, 1998,
and shall mature on the dates and in the amounts, have redemption
provisions, bear interest at the rates per annum and produce the
yields, in each case as set forth on Schedule I hereto, such inter-
est being payable on January 1, 1999, and semiannually thereafter
on each July 1 and January 1.
(c) The net purchase price for the Bonds shall be
$1,050,915.20 [consisting of the principal amount of the Bonds less
an original issue discount of $4,647.30 less compensation for the
Underwriter of $19,437.50 (which includes the fees and disburse-
ments of the hereinafter described Counsel to the Underwriter)]
plus interest accrued on the Bonds from August 1, 1998, to the date
of the payment for and delivery of the Bonds (such payment and
delivery and the other actions contemplated hereby to take place at
the time of such payment and delivery of the Bonds herein sometimes
called the "Closing" and to be on August 18, 1998, or on such other
date as may be mutually agreeable to the Underwriter and the Town) .
For convenience, the Underwriter shall pay by the Closing, on
behalf of the Town $10,000.00 from the proceeds of the Bonds to the
Insurer (as such term is hereinafter defined) as payment of the
bond insurance premium for the Policy (as such term is hereinafter
defined). The Town hereby expressly acknowledges that such pur-
chase price [if the Bonds are sold to the public at the approximate
prices or yields set forth on Schedule I hereto and on the cover
page of the Final Official Statement (as such term is hereinafter
defined)] shall result in remuneration to the Underwriter of
$19,437.50 (which includes the fees and disbursement of Counsel to
the Underwriter).
2. The Underwriter intends to make an initial public
offering of all of the Bonds at not in excess of the public offer-
ing prices (or not less than the yields) set forth on Schedule I
hereto and on the cover page of the Final Official Statement of the
Town relating to the Bonds, dated even date herewith (including all
appendices thereto, hereinafter referred to as the "Final Official
Statement ") and may subsequently change such offering prices (or
yields). The Purchaser may offer and sell the Bonds to certain
dealers (including dealers depositing Bonds into investment trusts)
and others at prices lower than the public offering prices (or
higher than the yields) set forth on Schedule I hereto and on the
cover page of the Final Official Statement. The Underwriter also
reserves the right (i) to over -allot or effect transactions that
stabilize or maintain the market price of the Bonds at a level
above that which might otherwise prevail in the open market and
(ii) to discontinue such stabilizing, if commenced, at any time.
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3. (a) The Town hereby approves, and consents to and
authorizes the distribution and use by the Underwriter of, the
Preliminary Official Statement of the Town relating to the Bonds,
dated July 20, 1998 (including all appendices thereto, collective-
ly, the "Preliminary Official Statement" and together with the
Final Official Statement, hereinafter referred to as the "Official
Statement "), and the information therein contained to be used by
the Underwriter in connection with the public offering and the sale
of the Bonds.
(b) The Town has caused the Preliminary Official
Statement to be prepared and hereby deems the Preliminary Official
Statement to be "final" for all purposes of Section 240.15c2 -12,
General Rules and Regulations, Securities Exchange Act of 1934
(hereinafter referred to as the "SEC Rule ").
(c) The Town shall provide to the Underwriter
copies of the Official Statement in sufficient quantity to comply
with the SEC Rule and the Rules of the Municipal Securities Rule -
making Board, particularly with respect to the Final Official
Statement, within seven (7) business days after the date of this
Purchase Agreement.
(d) The Underwriter shall provide to the Town such
information relating to the Bonds which is not within the scope of
knowledge of the Town (including, but not limited to, the selling
compensation of the Underwriter, offering price(s), interest
rate(s), delivery date and other terms of the Bonds dependent upon
such matters) . The Final Official Statement shall be substantially
in the form of the Preliminary Official Statement with only such
changes therein as shall be necessary to conform to the terms of
this Purchase Agreement and with such other changes and amendments
to the date thereof as have been accepted by the Underwriter. The
execution and delivery of the Final Official Statement shall evi-
dence the determination by the Town that the Final Official State-
ment is "final" for all purposes of the SEC Rule.
4. (a) The undersigned on behalf of the Town, but not
individually, hereby represents and warrants that:
(i) the Town (A) has duly adopted the Bond
Resolution; (B) has authorized the Mayor of the
Town to approve and execute the Final Official
Statement on behalf of the Town; (C) has duly
authorized and approved the execution and delivery
of, and the performance by the Town of the obliga-
tions contained in, the Bonds; a written undertak-
ing by the Town to provide ongoing disclosure for
the benefit of certain beneficial owners of the
Bonds as required under paragraph (b) (5) of the SEC
Rule, in form and substance satisfactory to the
Underwriter and O'Connor, Cavanagh, Anderson, Kil-
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lingsworth & Beshears, P.A., "Counsel to the Under-
writer," which shall be substantially in the form
set forth in the Preliminary Official Statement,
with such changes as may be agreed in writing by
the Underwriter and Counsel to the Underwriter
(hereinafter referred to as the "Continuing Disclo-
sure Certificate "); a bond registrar, transfer and
paying agent agreement with respect to the Bonds
(hereinafter referred to as the "Agency Agree-
ment"); a depository trust agreement with respect
to the use of the proceeds of the sale of the Bonds
(the "Trust Agreement ") and this Purchase Agree-
ment, (D) has duly authorized and approved the per-
formance of the obligations of the Town contained
in the Bond Resolution and the consummation of all
other transactions contemplated by the Continuing
Disclosure Certificate, the Agency Agreement, the
Trust Agreement, this Purchase Agreement and the
Official Statement and (E) is not in breach of or
in default under any applicable law or administra-
tive regulation of the State or the United States
or any applicable judgment or decree or any loan
agreement, note, resolution, agreement or other
instrument to which the Town is a party or to which
it is otherwise subject or to which any of its
property is otherwise subject because such property
is property of the Town;
(ii) the Town is, and at the Closing shall, to
the extent possible, be or shall thereafter cause
itself to be, in compliance in all respects with
the Bond Resolution and this Purchase Agreement;
(iii) the Town has, and at the date of the
Closing will have, full legal right, power and au-
thority (A) to enter into the Continuing Disclosure
Certificate, the Agency Agreement, the Trust Agree-
ment and this Purchase Agreement, (B) to adopt the
Bond Resolution, (C) to deliver the Bonds to the
Underwriter pursuant to the Bond Resolution as pro-
vided herein and (D) to carry out and consummate
the transactions contemplated on its part by the
Bond Resolution, the Continuing Disclosure Certif-
icate, the Agency Agreement, the Trust Agreement,
this Purchase Agreement and the Official Statement;
(iv) the Town has made all required filings
with, and has obtained all approvals, consents and
orders of, any governmental authority, board,
agency or commission having jurisdiction (including
the Arizona Department of Revenue which respect to
the requirements of Section 35- 501(B), Arizona Re-
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vised Statutes, as amended) which would constitute
a condition precedent to the performance by the
Town of the obligations of the Town pursuant to
this Purchase Agreement and pursuant to the Bonds,
the Continuing Disclosure Certificate, the Agency
Agreement, the Trust Agreement and the Bond Resolu-
tion;
(v) the Bonds conform to the descriptions
thereof contained in the Official Statement;
(vi) the Bonds, when issued, executed, authen-
ticated and delivered in accordance with the Bond
Resolution and sold to the Underwriter as provided
herein, shall be validly issued and outstanding
special obligations of the Town, entitled to the
benefits of the Constitution and laws of the State,
and the Bond Resolution, and all actions necessary
to create a legal, valid and binding pledge of the
revenues specified therein to pay all the principal
of and interest on the Bonds as the same become due
shall have been or shall be taken to the extent
such action may be taken at or prior to the Clos-
ing;
(vii) the execution and delivery of the Bonds,
the Bond Resolution, the Continuing Disclosure Cer-
tificate, the Agency Agreement, the Trust Agreement
and this Purchase Agreement, and the compliance
with the provisions of each, shall not conflict
with or constitute a material breach of or default
pursuant to any law, administrative regulation,
judgment, decree, loan agreement, note, resolution,
agreement or other instrument to which the Town is
a party or to which the Town is otherwise subject
or to which any of the property of the Town is
otherwise subject because such property is property
of the Town;
(viii) (A) WHILE THE UNDERWRITER HAS PARTICI-
PATED AND WILL PARTICIPATE WITH THE TOWN IN THE
PREPARATION AND ASSEMBLAGE OF THE PRELIMINARY OFFI-
CIAL STATEMENT AND THE FINAL OFFICIAL STATEMENT,
RESPECTIVELY, THE TOWN IS PRIMARILY RESPONSIBLE FOR
THE CONTENT OF THE PRELIMINARY OFFICIAL STATEMENT
AND THE FINAL OFFICIAL STATEMENT and (B) as of the
date thereof, and at the time of the acceptance by
the Town of this Purchase Agreement, the Prelimi-
nary Official Statement did not and does not con-
tain any untrue statement of a material fact or
omit to state a material fact required to be stated
therein or necessary to make the statements there-
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that:
in, in the light of the circumstances under which
they were made, not misleading;
(ix) except as otherwise described in the
Final Official Statement, there is neither any
action, suit, proceeding, inquiry or investigation
by or before any court, governmental agency, public
board or body, pending, nor is there any basis
therefor, (A) in any way affecting the powers of
the Town, the existence of the Town or the title to
office of any of the officials of the Town,
(B) seeking to restrain or enjoin the issuance,
sale or delivery of the Bonds, or the collection of
the revenues pledged and to be applied to pay the
principal of and interest on the Bonds, (C) in any
way contesting or affecting the validity or en-
forceability of the Bonds, the Bond Resolution, the
Continuing Disclosure Certificate, the Agency
Agreement, the Trust Agreement or this Purchase
Agreement, (D) contesting in any way the complete-
ness or accuracy of the Official Statement,
(E) contesting the power of the Town or the au-
thority of the Town with respect to the Bonds, the
Bond Resolution, the Continuing Disclosure Certifi-
cate, the Agency Agreement, the Trust Agreement or
this Purchase Agreement or (F) questioning the
status of the exclusion of interest on the Bonds
for federal income tax purposes from gross income
for federal income taxation and
(x) except as otherwise disclosed in the
Official Statement, the Town is currently in com-
pliance with each continuing disclosure undertaking
which the Town has entered into pursuant to para-
graph (b)(5) of the SEC Rule.
(b) The Town hereby agrees with the Underwriter
(i) unless the Final Official Statement is
amended or supplemented pursuant to subparagraph
(v) of this subparagraph (b) , at the time of the
acceptance by the Town of this Purchase Agreement
and at all times subsequent thereto, up to and
including the End of the Underwriting Period (as
such term is hereinafter defined), the Final Offi-
cial Statement (including the financial and statis-
tical data included therein) shall not contain any
untrue statement of a material fact or omit to
state a material fact required to be stated therein
or necessary to make the statements therein, in the
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light of the circumstances under which they were
made, not misleading;
(ii) if the Final Official Statement is amend-
ed or supplemented pursuant to subparagraph (v) of
this subparagraph (b), at the time of each supple-
ment or amendment thereto and at all times subse-
quent thereto up to and including the date of the
End of the Underwriting Period (unless the Final
Official Statement is further amended or supple-
mented pursuant to subparagraph (v) of this sub-
paragraph), the Final Official Statement as so
supplemented or amended (including the financial
and statistical data provided or reviewed by the
Town included therein) shall not contain any untrue
statement of a material fact or omit to state a
material fact required to be stated therein or
necessary to make the statements therein, in the
light of the circumstances under which they were
made, not misleading;
(iii) between the date of this Purchase Agree-
ment and the Closing, the Town shall not, without
the prior written consent of the Underwriter, which
consent shall not be unreasonably withheld, issue
any bonds, notes or other obligations for borrowed
money, and subsequent to the respective dates as of
which information is given in the Official State-
ment up to and including the Closing, the Town has
not incurred and will not incur any material lia-
bilities, except those liabilities arising in the
normal course of business or incurred with the
consent of the Underwriter;
(iv) the Town shall furnish such information,
execute such instruments and take such other action
in cooperation with the Underwriter as the Under-
writer may reasonably request to qualify the Bonds
for offer and sale under the "blue sky" or other
securities laws and regulations of such states and
other jurisdictions of the United States as the
Underwriter may reasonably designate; provided,
however, that the Town shall not incur any addi-
tional expense with respect to such actions and
further that the Town shall not be required to
subject itself or any of its agents or employees to
service of process outside the State through or in
connection with any of the foregoing and
(v) if, between the date of this Purchase
Agreement and until ninety (90) days after the End
of the Underwriting Period, unless the Final Offi-
7
cial Statement is provided to a nationally recog-
nized municipal securities information repository
and then until twenty -five (25) days thereafter, an
event occurs affecting the Town of which the Town
has knowledge and which would cause the Final Offi-
cial Statement to contain an untrue statement of a
material fact or to omit to state a material fact
required to be stated therein or necessary to make
the statements therein, in the light of the circum-
stances under which they were made, not misleading,
the Town shall, with the prior written consent of
the Underwriter, which consent shall not be unrea-
sonably withheld, amend or supplement the Final
Official Statement at its expense in a form and
manner approved by the Underwriter and Counsel to
the Underwriter.
(c) Unless otherwise notified in writing by the
Underwriter by the Closing, the Town can assume that the
"End of the Underwriting Period" for purposes of the SEC
Rule shall be the date of the Closing. In the event such
notice is so given by the Underwriter, the Underwriter
shall notify the Town in writing following the occurrence
of the End of the Underwriting Period for purposes of the
SEC Rule.
5. At the Closing, the Town shall deliver the Bonds to
the Underwriter in definitive form, bearing CUSIP numbers (provid-
ed, however, that lack of such CUSIP numbers shall not relieve the
Underwriter from its obligation under this Purchase Agreement to
purchase, to accept delivery of and to pay for the Bonds), duly
executed and authenticated, together with the other documents here-
inafter mentioned and subject to the terms and conditions of this
Purchase Agreement. The Underwriter shall accept such delivery and
pay the purchase price for the Bonds as set forth in Paragraph 1 of
this Purchase Agreement in immediately available or federal funds.
Delivery and payment as aforesaid shall be made in Phoenix, Ari-
zona, or at such place as may have been mutually agreed upon by the
Town and the Underwriter.
6. The Underwriter has entered into this Purchase
Agreement in reliance upon the representations and warranties of
the Town contained in this Purchase Agreement and to be contained
in the documents and instruments to be delivered at the Closing and
upon the performance by the Town of the obligations of the Town
pursuant to this Purchase Agreement at or prior to the date of the
Closing. Accordingly, the obligation of the Underwriter pursuant
to this Purchase Agreement to purchase, to accept delivery of and
to pay for the Bonds is subject to the performance by the Town of
the obligations of the Town to be performed pursuant to this Pur-
chase Agreement and pursuant to such aforesaid documents and
r instruments at or prior to the Closing and is also subject to the
8
C fulfillment to the reasonable satisfaction of the Underwriter of
the following conditions, that:
(i) the representations and warranties of the Town
contained in this Purchase Agreement shall be true, com-
plete and correct on the date of this Purchase Agreement
and on and as of the date of the Closing, as if made on
the date of Closing;
(ii) at the time of the Closing, the Bond Resolu-
tion, the Continuing Disclosure Certificate, the Agency
Agreement, the Trust Agreement and this Purchase Agree-
ment shall be in full force and effect and shall not have
been amended, modified or supplemented, and the Final
Official Statement shall not have been amended, modified
or supplemented, except as may have been agreed to in
writing by the Underwriter;
(iii) at the time of the Closing, the Town shall have
adopted and there shall be in full force and effect such
resolutions as in the opinion of Bond Counsel and Counsel
to the Underwriter shall be necessary in connection with
the transactions contemplated by this Purchase Agreement,
and all necessary action of the Town relating to the
issuance of the Bonds shall have been taken, shall be in
full force and effect and shall not have been amended,
modified or supplemented, except as may have been agreed '
to in writing by the Underwriter;
(iv) the Underwriter may terminate the obligations
of the Underwriter pursuant to this Purchase Agreement to
purchase, to accept delivery of and to pay for the Bonds
by notifying the Town of the election of the Underwriter
to do so if at any time after the execution of this Pur-
chase Agreement and at or prior to the Closing:
(A) the marketability or market price of the
Bonds, in the reasonable opinion of the Under-
writer, has been materially adversely affected by
(I) an amendment to the Constitution of the United
States or the Constitution of the State, (II) any
introduced or enacted federal or State legislation,
(III) any decision of any federal or State court,
(IV) any ruling or regulation (final, temporary or
proposed) of the Treasury Department of the United
States, the Internal Revenue Service or other fed-
eral or State authority or (V) any bill favorably
reported out of committee in either house of the
Congress of the United States, in any such case
affecting the tax status of the Town, its securi-
ties (including the Bonds) or the interest thereon,
or any tax exemption granted or authorized by the
W,
Internal Revenue Code of 1986, as amended, or the
statutes of the State;
(B) a stop order, ruling, regulation, pro-
posed regulation or statement by or on behalf of
the Securities and Exchange Commission shall be
issued or made having the effect or creating the
probability that the issuance, offering or sale of
obligations of the general character of the Bonds
shall be or shall become a violation of any provi-
sions of the Securities Act of 1933, as amended,
the Securities and Exchange Act of 1934, as
amended, or the Trust Indenture Act of 1939, as
amended;
(C) in the Congress of the United States,
legislation shall be enacted or a bill shall be
favorably reported out of committee to either
house, a decision by a court of the United States
shall be rendered, or a ruling, regulation, pro-
posed regulation or statement by or on behalf of
the Securities and Exchange Commission or other
governmental agency having jurisdiction of the
subject matter shall be made, to the effect that
securities of the Town or of any similar public
body are not exempt from the registration, quali-
fication or other requirements of the Securities
Act of 1933, as amended, the Securities and Ex-
change Act of 1934, as amended, or the Trust Inden-
ture Act of 1939, as amended; provided, however,
that the effective date of the events described in
(A) , (B) and (C) of this subparagraph (iv) shall be
prior to the date of the Closing;
(D) 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 hostili-
ties or a national or international calamity or
crisis, or an escalation thereof, the effect of
such outbreak, calamity or crisis on the financial
markets of the United States being such as, in the
reasonable opinion of the Underwriter, would affect
materially and adversely the ability of the Under-
writer to market the Bonds or to enforce contracts
for the sale of the Bonds;
(E) there shall have occurred a general sus-
pension of trading on the New York Stock Exchange
or the declaration of a general banking moratorium
by the United States, or by the States of Arizona
or New York;
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(F) there shall exist any event which, in the
reasonable judgment of the Underwriter, either
(I) makes untrue or incorrect in any material re-
spect any statement or information contained in the
Official Statement or (II) is not reflected in the
Official Statement, but should be reflected therein
in order to make the statements and information
contained therein not misleading in any material
respect and, in either such event, the Town refuses
to permit the Official Statement to be supplemented
to correct or supply such statement or information,
or the statement or information as supplemented is
such as, in the reasonable judgment of the Under-
writer, would materially adversely affect the mar-
ket for the Bonds or the sale, at the contemplated
offering price, by the Underwriter of the Bonds or
(G) United States Treasury Securities - State
and Local Government Series or other appropriate
obligations are available for the purposes of the
Trust Agreement and
(v) at or prior to the Closing, unless otherwise
agreed to by the Underwriter in writing, the Underwriter
shall have received two counterpart originals of a tran-
script of all proceedings relating to the authorization
and issuance of the Bonds, including the following docu-
ments:
(A) (I) the approving opinions, dated the
date of the Closing and addressed to the Town, of
Bond Counsel in form and content satisfactory to
the Underwriter, in substantially the forms at-
tached as Appendix D to the Official Statement
relating to the Bonds; (II) a letter from Bond
Counsel, dated the date of Closing and addressed to
the Underwriter, permitting the Underwriter to rely
upon the opinion of Bond Counsel for that period
during which the Underwriter is the lawful owner of
the Bonds and (III) an opinion of Bond Counsel,
dated the date of Closing and addressed to the
Underwriter, to the effect that (a) the information
contained in the Official Statement under the head-
ings entitled "THE BONDS," "HIGHWAY USER TAX REVE-
NUES - SOURCES, DISTRIBUTION AND LEGAL PROVISIONS,"
"QUALIFIED TAX- EXEMPT OBLIGATIONS," "TAX EXEMP-
TION," "ORIGINAL ISSUE DISCOUNT," "MARKET DISCOUNT"
and "CONTINUING SECONDARY MARKET DISCLOSURE" there-
in, in Appendices "D" and "E" thereto and on the
cover page thereof as it relates to the Bonds does
not contain any untrue statement of a material fact
or omit to state a material fact necessary to make
11
the information included therein not misleading,
(b) the offer and sale of the Bonds shall be exempt
from registration under the Securities Act of 1933,
as amended, and the Bond Resolution does not need
to be qualified pursuant to the Trust Indentures
Act of 1934, as amended, (c) the Agency Agreement,
the Trust Agreement, the Continuing Disclosure
Certificate and this Purchase Agreement have been
duly authorized, executed and delivered by the Town
and are legal valid and binding obligations of the
respective parties, enforceable in accordance with
their terms subject to customary exceptions for
bankruptcy and judicial discretion and (d) the
bonds being refunded with proceeds of the sale of
the Bonds have been defeased legally for all pur-
poses;
(B) a certificate or certificates, dated the
date of the Closing and signed on behalf of the
Town by the Mayor of the Town or other authorized
officer with respect to matters relating to the
Town, to the effect that (I) the representations,
warranties and covenants contained in this Purchase
Agreement are true and correct in all material
respects on and as of the date of the Closing with
the same effect as if made on the date of the
Closing; (II) except as otherwise described in the
Final Official Statement, no litigation of any
nature is then pending or, to their knowledge,
threatened, seeking to restrain or enjoin the issu-
ance and delivery of the Bonds or the collection of
revenues pledged and to be applied to pay the prin-
cipal thereof and interest thereon, questioning the
proceedings and authority by which such pledge is
made, affecting the validity of the Bonds or con-
testing the corporate existence or boundaries of
the Town or the title of the present officers to
their respective offices; (III) no authority or
proceedings for the issuance of the Bonds has been
repealed, revoked or rescinded and no petition or
petitions to revoke or alter the authorization to
issue the Bonds has been filed with or received by
any of the signors; (IV) the Town has complied with
all the agreements and satisfied all the conditions
on its part to be performed or satisfied at or
prior to, and to the extent possible before, the
Closing and (V) to their knowledge, no event af-
fecting the Town has occurred since the date of the
Final Official Statement which should be disclosed
in the Final Official Statement for the purpose for
which it is to be used or which it is necessary to
disclose therein in order to make the statements
12
and information therein not misleading in any
material respect as of the date of Closing;
(C) a certificate, dated the date of the
Closing, signed on behalf of the Town by the Man-
ager of the Town, (I) to the effect that, to the
best of his knowledge, information and belief after
appropriate review, the Final Official Statement is
true in all material respects and does not omit any
statement of material fact necessary to make the
statements therein, in light of the circumstances
under which they were made, not misleading and
(II) with respect to the adequacy of the revenues
pledged to pay the Bonds as required by applicable
law;
(D) a counterpart original of the Final
Official Statement manually executed on behalf of
the Town by the Mayor of the Town;
(E) a verification report relating to the
Bonds Being Refunded prepared by Grant Thornton
LLP, certified public accountants (hereinafter
referred to as the "Verification Agent "), including
consent from the Verification Agent to use its name
in the Final Official Statement;
(F) a specimen Bond;
(G) a certified copy of the Bond Resolution;
(H) the items required by the Bond Resolution
as conditions for issuance of the Bonds;
(I) a non - arbitrage certificate of the Town,
in form and substance satisfactory to Bond Counsel;
(J) an executed copy of the Continuing Dis-
closure Certificate;
(K) an executed copy of the Report of Bond
and Security Issuance Pursuant to A.R.S. § 35 -501B
of the Arizona Department of Revenue;
(L) an executed copy of the Agency Agreement
and the Trust Agreement;
(M) the filing copy of the Information Return
Form 8038 -G (IRS) for the Bonds;
(N) evidence that MBIA Insurance Company has
issued its Municipal Bond New Issue Insurance Poli-
13
cy with respect to the Bonds (hereinafter referred
to as the "Policy ") as well as appropriate opinions
and certificates from MBIA Insurance Company relat-
ing to the Policy;
(0) evidence that Moody's Investors Services
has issued a rating of "Aaa" for the Bonds (herein-
after referred to as the "Rating "), and that the
Rating is then in effect and
(P) such additional legal opinions, certifi-
cates, instruments and other documents as the
Underwriter or its counsel may reasonably request
to evidence the truth and accuracy, as of the date
of this Purchase Agreement and as of the date of
the Closing, of the representations, warranties and
covenants of the Town contained herein and of the
statements and information contained in the Offi-
cial Statement and the due performance or satis-
faction by the Town at or prior to the Closing of
all agreements then to be performed and all condi-
tions then to be satisfied by the Town.
(All 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 and Counsel to the Underwriter; provided,
however, that acceptance by the Underwriter of the Bonds
shall be deemed by the Underwriter to be satisfaction of
the foregoing.)
7. If the Town is unable to satisfy the conditions to
the obligations of the Underwriter to purchase, to accept delivery
of and to pay for the Bonds contained in this Purchase Agreement,
or if the obligations of the Underwriter to purchase, to accept
delivery of and to pay for the Bonds are terminated for any reason
permitted by this Purchase Agreement, this Purchase Agreement
(except representations and warranties of the Town herein) shall
terminate and neither the Underwriter nor the Town shall be under
further obligation hereunder.
8. (a) If a Closing shall take place hereunder, the
Town shall pay, but solely from the proceeds of the sale of the
Bonds, (i) the cost of the preparation and printing of the Bond
Resolution, the Agency Agreement, the Trust Agreement, this Pur-
chase Agreement, the Preliminary Official Statement and the Final
Official Statement (including any amendments or supplements there-
to); (ii) the cost of preparation and printing of the Bonds;
(iii) the fees and disbursements of Bond Counsel and the Verifica-
tion Agent; (iv) the initial fees and disbursements of Norwest Bank
14
Arizona, N.A., as "Bond Registrar and Transfer and Paying Agent"
and separately as "Depository Trustee" for the Bonds, provided,
however, that the Town shall be responsible for all other fees and
disbursements of the Bond Registrar and Transfer and Paying Agent
and the Depository Trustee; (v) the fees and expenses incurred by
the Town or the Underwriter for the Rating and the Policy and
(vi) reasonable miscellaneous, normally occurring, "out -of- pocket"
expenses incurred by the Underwriter in connection with the issu-
ance and sale of the Bonds not provided for in the next paragraph.
(b) The Underwriter shall pay, if any, (i) all
advertising expenses in connection with the public offering of the
Bonds, (ii) the fees and disbursements of Counsel to the Underwrit-
er and (iii) all other expenses incurred by it in connection with
its public offering and distribution of the Bonds.
9. As required by the provisions of Section 38 -511,
Arizona Revised Statutes, as amended, notice is hereby given that
the State, its political subdivisions (including the Town) or any
department or agency of either may, within three years after its
execution, cancel any contract, without penalty or further obliga-
tion, made by the State, its political subdivisions, or any of the
departments or agencies of either if any person significantly in-
volved in initiating, negotiating, securing, drafting or creating
the contract on behalf of the State, its political subdivisions, or
any of the departments or agencies of either is, at any time while
the contract or any extension of the contract is in effect, an em-
ployee or agent of any other party to the contract in any capacity
or a consultant to any other party of the contract with respect to
the subject matter of the contract. The cancellation shall be
effective when written notice from the Governor or the chief execu-
tive officer or governing body of the political subdivision is
received by all other parties to the contract unless the notice
specifies a later time. The State, its political subdivisions or
any department or agency of either may recoup any fee or commission
paid or due to any person significantly involved in initiating,
negotiating, securing, drafting or creating the contract on behalf
of the State, its political subdivisions or any department or
agency of either from any other party to the contract arising as
the result of the contract. This section is not intended to expand
or enlarge the rights of the Town hereunder except as required by
such Section. Each of the parties hereto hereby certifies that it
is not presently aware of any violation of such Section which would
adversely affect the enforceability of this Agreement and covenants
that it shall take no action which would result in a violation of
such Section.
10. (a) Any notice or other communication to be given
pursuant to this Purchase Agreement must be given by delivering the
same in writing to:
15
(g) This Purchase Agreement shall become effective
upon the execution of the acceptance of this Purchase Agreement by
the Mayor of the Town and shall be valid and enforceable as of the
time of such acceptance.
(h) This Purchase Agreement shall be governed by
and construed in accordance with the laws of the State of Arizona.
ACCEPTED THIS 6TH DAY OF
AUGUST, 1998:
Very truly yours,
PEACOCK, HISLO , S & GIVEN, INC.
B.g .. .. ......
B. ark Reader, Managing Director
TOWN OF FOUNTAIN HILLS, ARIZONA
B.. .... . ..... .............
i ( Mayor
ATTEST:
Clerk
APPROVED AS TO FORM:
< f,
Town Attorney
PSSICE15/080698
17
SCHEDULE I
$1,075,000
TOWN OF FOUNTAIN HILLS, ARIZONA
HIGHWAY USER REVENUE REFUNDING BONDS, SERIES 1998
BONDS
Maturity
Dates
Principal
Interest
(July l)
Amounts
Rates
Yield
1999
$ 30,000
3.7501
3.80%
2000
70,000
3.750
3.95
2001
70,000
4.000
4.05
2002
95,000
4.000
4.15
2003
90,000
4.100
4.20
2004
90,000
4.200
4.30
2005
90,000
4.300
4.35
2006
85,000
4.400
4.45
2007
110,000
4.500
4.50
2008
110,000
4.500
4.55
2009
105,000
4.600
4.65
2010
130,000
4.625
4.75
REDEMPTION PROVISIONS
The Bonds are not subject to redemption prior to their
maturity dates.
I -1