HomeMy WebLinkAboutSoutheastern Municipal Bonds Purchase Contract -1985 05 17
CITY OF WINTER SPRINGS, FLORIDA
WATER AND SEWER REVENUE REFUNDING BONDS,
SERIES 1985
PURCHASE CONTRACT
May 17, 1985
City of Winter Springs
400 North Edgemon Avenue
Winter Springs, Florida 32708
Dear Sirs:
Southeastern Municipal Bonds, Inc. (the "Underwriter")
hereby offers to enter into the following agreement with the City
bf winter Springs, Florida (the "City"), which, upon the City's
~cceptance of this offer, will be binding upon the City and upon
the Underwriter. This offer is made subject to the City's
acceptance on or before 2:00 p.m., Eastern Daylight Saving Time,
on the date hereof, and until so accepted, will be subject to
withdrawal by the Underwriter upon notice to the City at any time
prior to the acceptance hereof by the City.
1. Purchase and Sale. Upon the terms and conditions
and upon the basis of the representations and agreements set
forth herein, the Underwriter hereby agrees to purchase from the
City for offering to the public and the City hereby agrees to
sell and deliver to the Underwriter for such purpose,
$l)"b\-; .0000 aggregate principal amount of the City's Water and
Sewer Revenue Refunding Bonds, Series 1985 (the "Bonds"). The
Bonds shall be issued for the purpose of refunding the City's
outstanding Water and Sewer Revenue Bonds, Series 1984, issued in
the original principal amount of $5,035,000 (the "Refunded
Bonds"). Such aggregate principal amount of the Bonds may be
increased or decreased by not exceeding 1% thereof (with a pro-
portionate increase or decrease in the purchase price of the
Bonds hereinafter mentioned and a corresponding adjustment in the
maturities set out in Exhibit A) to the end that the Bonds be
issued in an aggregate principal amount sufficient only to accom-
plish such refunding program, including the City's costs and
expenses incurred for such purpose. The Bonds shall be dated as
of June 1, 1985, and shall be issued in such principal amounts,
-1-
bear such rates of interest and be subject to redemption prior to
maturity upon such terms and conditions as are set forth in Exhi-
bit A attached hereto. Such interest shall be payable on each
April 1 and October I, commencing on October I, 1985. The pur-
chase price of the Bonds shall be $ SLl.;").,~\~.SO, plus accrued
interest on the Bonds from June 1, ~98S to the date of Closing
(as hereinafter defined). The Bonds shall initially be offered to
the public at the prices indicated in Exhibit A. The Bonds shall
be issued pursuant to the Constitution and the laws of the State
of Florida, including Chapter 166, Part II, Florida Statutes (the
"Act"). The City shall adopt a resolution or enact an ordinance
authorizing issuance of the Bonds, which resolution or ordinance
(the "Ordinance") shall contain all of the covenants and provi-
sions customarily contained in enabling legislation for revenue
refunding obligations of Florida issuers enacted for the refund-
ing of bonds such as the Refunded Bonds and shall be acceptable
to Foley & Lardner, Jacksonville, Florida, Counsel to the Under-
writers. The Bonds shall be payable from and secured by a first
and prior lien upon and pledge of the net revenues to be derived
by the City from its ownership and operation of its municipal
water and sewer system. The City acknowledges receipt of the
disclosure statement required by Section 2l8.385(4}, Florida
Statutes, in the form attached hereto as Exhibit B.
2. Good Faith Check. Delivered to the City herewith is
a check payable to the order of the City in the amount of
$56,000.00 (such check being hereinafter referred to as the "Good
Faith Check"), which shall be held uncashed by the City and
returned to the Underwriter at the Closing. No interest shall be
paid by the City to the Underwriter upon the amount of the Good
Faith Check. In the event the City fails to deliver the Bonds at
the Closing, or in the event the City is unable to satisfy the
conditions to the obligations of the Underwriter to purchase,
accept delivery of and pay for the Bonds, as set forth in this
Purchase Contract (unless waived by the Underwriter), or in the
event such obligations of the Underwriter are terminated for any
reason permitted by this Purchase Contract, this Purchase Con-
tract shall terminate and the Good Faith Check shall be immedi-
ately returned to the Underwriter. In the event that the Under-
writer fails (other than for a reason permitted hereunder) to
purchase, accept delivery of and pay for the Bonds at the Closing
as herein provided, the City shall cash the Good Faith Check and
retain the amount thereof as full liquidated damages for such
failure and for any defaults hereunder on the part of the Under-
writer and, except as set forth in Section 9 hereof, neither
party hereto shall have any further rights against the other
hereunder.
3. Offering. It shall be a condition of the City's
obligation to sell and deliver the Bonds to the Underwriter, and
the obligation of the Underwriter to purchase and accept delivery
of the Bonds, that the entire aggregate principal amount of the
-2-
Bonds shall be sold and delivered by the City and accepted and
paid for by the Underwriter at the Closing.
4. Official Statement. With the City's acceptance
hereof, the City hereby agrees to deliver to the Underwriter at
or prior to the Closing sufficient copies of an official state-
ment (which term as used herein shall include the cover page, the
summary statement and appendices contained therein), dated as of
or after the date hereof but prior to the Closing (the "Official
Statement"), executed on behalf of the City by its Mayor and its
City Manager, and the City hereby authorizes the use of the
Official Statement, and the information therein contained, by the
Underwriter in connection with the offering, sale and distribu-
tion of the Bonds by the Underwriter.
S. Use of Documents. The City hereby authorizes the
use by the Underwriter of (a) the Ordinance, (b) the Official
Statement (including any supplements or amendments thereto), (c)
this Purchase Contract, and (d) any other documents related to
the transactions contemplated in the Official Statement in con-
nection with the public offering, sale and distribution of the
Bonds.
6. Representations and Agreements.
represents and agrees as follows:
The City hereby
(a) At the time of your delivery to the Underwriter of
the Official Statement and at the time of Closing, the statements
and information contained in the Official Statement will be true,
correct and complete in all material respects and the Official
Statement will not omit any statement or information which should
be included therein for the purposes for which the Official
Statement is to be used or which is necessary to make the state-
ments or information contained therein, in light of the circum-
stances under which they were made, not misleading;
(b) Between the date of this Purchase Contract and the
time of Closing, the City wil not execute any bonds, notes or
obligations for borrowed money, other than the Bonds, without
giving notice thereof to the Underwriter;
(c) The City is, and will be at the date of Closing,
duly organized and validly existing political subdivision of the
State of Florida, with the powers and authority set forth in the
Act;
(d) The City has full legal right, power and authority
to: (i) enter into this Purchase Contract, (ii) enact the Ordin-
ance, (iii) sell, issue and deliver the Bonds to the Underwriter
as provided herein, and (iv) carry out and consummate the trans-
actions contemplated by this Purchase Contract, the Ordinance and
the Official Statement, and the City has complied, and at the
-3-
. .
Closing will be in compliance, in all material respects with the
terms of the Act and with the obligations on its part in connec-
tion with the issuance of the Bonds contained in the Ordinance,
the Bonds and this Purchase Contract;
(e) By all necessary official action, the City will
duly enact the Ordinance, will duly authorize and approve the
Official Statement, has duly authorized and approved the execu-
tion and delivery, and the performance by the City, of this Pur-
chase Contract and will perform all other obligations on its part
in connection with the issuance of the bonds and the consummation
by it of all other transactions contemplated by this Purchase
Contract in connection with the issuance of the Bonds; and upon
delivery of the Bonds, the Ordinance will constitute a legal,
valid and binding special obligation of the City, enforceable in
accordance with its terms, subject to applicable bankruptcy,
insolvency, and similar laws affecting creditors' rights gener-
ally and subject, as to enforceability, to general principles of
equity;
(f) When delivered to and paid for by the Underwriter
at the Closing in accordance with the provisions of this Purchase
Contract, the Bonds will have been duly authorized, executed,
issued and delivered and will constitute valid and binding direct
obligations of the City in conformity with the Act and the Ordin-
ance, and shall be entitled to the benefits of the Ordinance sub-
ject to bankruptcy, insolvency, reorganization, moratorium and
other similar laws affecting creditors' rights generally, and
subject, as to enforceability, to general principles of equity;
(g) The enactment of the Ordinance and the authoriza-
tion, execution and delivery of this Purchase Contract and the
Bonds, and compliance with the provisions hereof and thereof,
does not and will not conflict with, or constitute a breach of or
default under, any law, administrative regulation, consent
decree, ordinance, resolution or any agreement or other instru-
ment to which the City was or is subject, as the case may be, nor
will such enactment, adoption, execution, delivery, authorization
or compliance result in the creation or imposition of any lien,
charge or other security interest or encumbrance of any nature
whatsoever upon any of the property or assets of the City, or
under the terms of any law, administrative regulation, ordinance,
resolution or instrument, except as expressly provided by the
Ordinance;
(h) At the time of Closing, the City will be in compli-
ance in all material respects with the covenants and agreements
contained in the Ordinance and no event of default and no event
which, with the lapse of time or giving of notice, or both, would
constitute an event of default under the Ordinance will have
occurred or be continuing;
-4-
, .
(i) At the time of the Closing, all approvals, con-
sents, authorizations and orders of any governmental authority or
agency having jurisdiction in any matter which would constitute a
condition precedent to the performance by the City of its obliga-
tions hereunder and the Ordinance shall have been obtained and
shall be in full force and effect;
(j) The City is lawfully empowered to provide for
payment of the principal of and interest on the Bonds from the net
revenues of the City's water and sewer system;
(k) If prior to the time of Closing an event occurs
which would cause the Official Statement to contain an untrue
statement or to omit to state a fact required to be stated there-
in, in light of the circumstances under which they were made, not
misleading, the City shall notify the Underwriter and if in the
reasonable opinion of the Underwriter the event requires an
amendment or supplement to the Official Statement, the City will
amend or supplement the Official Statement in a form and in a
manner satisfactory to the Underwriter;
(1) Except as disclosed in the Official Statement, to
the best knowledge of the City, as of the date hereof, there is
no action, suit, proceedings, inquiry or investigation, at law or
in equity, before or by any court, government agency, public
board or body, pending or threatened against the City, affecting
or seeking to prohibit, restrain or enjoin the, sale, issuance or
delivery of the Bonds or the collection of the pledged revenues,
or use thereof, to pay the principal of and interest on the
Bonds, or contesting or affecting as to the City the validity or
enforceability of the Act in any respect relating to authoriza-
tion for the issuance of the Bonds, the Ordinance or this Pur-
chase Contract, or contesting the tax-exempt status of interest
on the Bonds, or contesting the completeness or accuracy of the
Official Statement or any supplement or amendment thereto, or
contesting the powers of the City or any authority for the issu-
ance of the Bonds, the enactment of the Ordinance, or the execu-
tion and delivery by the City of this Purchase Contract; and
(m) The City will furnish such information, execute
such instruments and take such other action in cooperation with
the Underwriter as the Underwriter may reasonably request in
order to (i) qualify the Bonds for offer and sale under the "blue
sky" or other securities laws and regulations of such states and
other jurisdictions of the United States as the Underwriter may
designate, and (ii) determine the eligibility of the Bonds for
investment under the laws of such states and other jurisdictions,
and will use its best efforts to continue such qualifications in
effect so long as required for the distribution of the Bonds;
provided, however, that the City shall not be required to execute
a general or special consent to service of process or qualify to
-5-
..J
do business in connection with any such qualification or deter-
mination in any jurisdiction; and provided further, all blue sky
expenses shall be paid by the Underwriter.
7. Closing. At 11:00 a.m., Eastern Daylight Saving
Time, on June 18, 1985, in New York, New York, or at such time on
such earlier or later date as shall be agreed upon, you will
deliver to the Underwriter, at the location to be agreed upon by
you and the Underwriter, the Bonds in permanent form (all Bonds
being printed or lithographed on steel engraved borders), duly
executed, together with the other documents herein mentioned; and
the Underwriter will accept such delivery and pay at such loca-
tion as may be agreed upon by you and the Underwriter the pur-
chase price of the Bonds as set forth in Section 1 hereof by
Clearing House funds, payable to the order of the Board. This
delivery and payment is herein called the "Closing.11 The Bonds
shall be made available to the Underwriter 24 hours before the
Closing for purposes of inspecting and packaging. The Bonds
shall be prepared and delivered as fully registered Bonds. The
Underwriter shall assume the responsibility for furnishing to the
bond printer , in sufficient time for the preparation and delivery
of the Bonds for execution, the names of the registered owners it
desires to be printed on the Bonds and the denominations of the
Bonds.
8. Closing Conditions. The Underwriter has entered
into this Purc,hase Contract in reliance upon the representations
of the City herein contained and the performance by the City of
its obligations hereunder, both as of the date hereof and as of
the time of Closing. The obligations of the Underwriter under
this Purchase Contract are and shall be subject to the following
conditions:
(a) The representations and agreements of the City
contained herein shall be true and correct and complied with as
of the date hereof and as of the date of the Closing, as if made
on the date of the Closing.
(b) At the time of the Closing, the Ordinance shall be
in full force and effect in accordance with its terms and shall
not have been amended, modified or supplemented, and the Official
Statement shall not have been supplemented or amended, except in
any such case as may have been agreed to by the Underwriter.
(c) At the time of the Closing, all official action of
the City relating to this Purchase Contract and the Bonds shall
be in full force and effect in accordance with their respective
terms and shall not have been amended, modified or supplemented
in any material respect, except in each case as may have been
agreed to by the Underwriter.
-6-
L
(d) The Underwriter shall have the right to cancel the
agreement contained herein to purchase, to accept delivery of
and to pay for the Bonds by notifying you in writing of their
intention to do so if:
(i) between the date hereof and the Closing, legis-
lation shall have been enacted by the Congress of the United
States, or recommended to the Congress for passage by the
President of the United States, or favorably reported for
passage to either House of Congress by any Committee of such
House, or passed by either House of Congress, or a decision
shall have been rendered by a court of the United States or
the United States Tax Court, or a ruling shall have been made
or a regulation shall have been proposed or made by the
Treasury Department of the United States or the Internal
Revenue Service, with respect to the Federal taxation of
interest received on obligations of the general character of
the Bonds, which, in the reasonable opinion of Counsel for
the Underwriter has, or will have, the effect of making such
interest taxable, or
(ii) between the date hereof and the Closing, legis-
lation shall be enacted or any action shall be taken by the
Securities and Exchange Commission which, in the reasonable
opinion of Counsel for the Underwriter, has the effect of
requiring the contemplated issuance or distribution of the
Bonds to be registered under the Securities Act of 1933, as
amended, or
(iii) an event described in paragraph (k) of Section
6 hereof shall have occurred which requires an amendment or
supplement to the Official Statement and which, in the opin-
ion of the Underwriter, adversely affects the marketability
Qt the Bonds or the market price thereof, or
(iv) in the opinion of the Underwriter, payment for
and delivery of the Bonds is rendered impracticable or in-
advisable because (A) trading in securities generally shall
have been suspended on the New York Stock Exchange,> Inc., or
(B) a general banking moratorium shall have been established
by Federal, New York or Florida authorities, or (e) a war
involving the United States shall have been declared or shall
have commenced in fact, or other national calamity shall have
occurred, or
(v) an order, decree or injunction of any court of
competent jurisdiction, or any order, ruling, regulation or
administrative proceeding by any governmental body or board,
shall have been issued or commenced, or any legislation
enacted, with the purpose or effect of prohibiting the issu-
ance, offering or sale of the Bonds as contemplated hereby or
-7-
by the Official Statement or prohibiting the enactment or
performance of the Ordinance, or
(vi) the City has, without the prior written consent
of the Underwriter, offered or issued any bonds, notes or
other obligations for borrowed money, or incurred any mater-
ial liabilities, direct or contingent, or there has been an
adverse change of a material nature in the financial position
of the City, or
(vii) Municipal
"Insurer") shall inform
will not insure payment
the Bonds, or
Bond Insurance Association (the
the City or the Underwriter that it
of the principal of and interest on
(viii) prior to Closing, the rating of the Bonds by
either Standard and poor's Corporation or Moody's Investors
Service in effect on the date of this purchase Contract,
shall be revised downward or suspended, or
(ix) the City shall be unable to subscribe for and
purchase U.S. Government Certificates, Notes and Bonds
State and Local Government Series yielding not less than the
permitted yield on the Bonds.
(e) At or prior to the date of the Closing, the Under-
writer shall receive the following documents:
(i) the Official Statement, as printed, and each
supplement, amendment or modification, if any, thereto, exe-
cuted on behalf of the City by its Mayor;
(ii) the Ordinance certified by the Clerk of the
City under seal as having been duly enacted by the City and
as being in effect, or copies thereof, with such supplements,
modifications or amendments as may have been agreed to by the
Underwriter;
(iii) a final approving opinion of Bryant, Miller &
Olive, Bond Counsel, addressed to you, dated the date of the
Closing, in form acceptable to Counsel for the Underwriter;
(iv) a letter of Bond Counsel, addressed to the
Underwriter and dated the date of Closing, to the effect that
their final approving opinion referred to in Section 8(e)
(iii) hereof may be relied upon by the Underwriter to the
same extent as if such opinion were addressed to the Under-
writer;
(v) an opinion of Bond Counsel, addressed to you
and the Underwriter, and dated the date of Closing, to the
effect that, (A) the information set forth in the Official
-8-
Statement under the headings, "Introduction," "Description of
the Bonds," "purpose of the Bonds," "Security for the Bonds,"
"Summary of Certain provisions of the Ordinance," and "Tax
Exemption," insofar as such information purports to be the
descriptions or summaries of the Ordinance, the Bonds, the
Act and the Constitution and laws of the State of Florida,
are correct as to matters set forth or documents referred to
therein, (B) the City has duly authorized, executed and deli-
vered this Purchase Contract, and assuming the due authoriza-
tion, execution and delivery of this Purchase Contract by the
other party thereto, such instrument constitutes a legal,
binding and valid special obligation of the City, enforceable
in accordance with its terms; provided, however, the enforce-
ability thereof may be subject to bankruptcy, insolvency,
reoorganization, moratorium and other similar laws affecting
creditors' rights generally and subject, as to enforceabil-
ity, to general principles of equity, (C) the Official State-
ment has been duly authorized, executed and delivered by the
City, and the City has consented to the use thereof by the
Underwriter, and (D) the Bonds are exempt from registration
under the Securities Act of 1933, as amended, and the Ordin-
ance is exempt from qualification as an indenture undeT the
Trust Indenture Act of 1939, as amended;
(vi) an opinion of Thomas F. Lang, Attorney for the
City, unqualified except as provided herein, addressed to'you
and the Underwriter, and dated the date of the Closing, to
the effect that, (A) the City is a duly organized and validly
existing political subdivision of the State of Florida and
has full legal right, power and authority to enact and ~er-
form its obligations under the Ordinance, and to authorize,
execute and deliver and to perform its obligations under this
Purchase Contract, (B) the City has duly adopted the Ordin-
ance, and has duly authorized, executed and delivered this
Purchase Contract, and assuming the due authorization, exe-
cution and delivery of this Purchase Contract by the other
party thereto, such instrument constitutes legal, binding and
valid special obligations of the City, (C) with respect to
the information in the Official Statement and based upon his
limited participation in the preparation of the Official
Statement as City Attorney and without having undertaken to
determine independently the accuracy or completeness of the
contents of the Official Statement, he has no reason to
believe that the Official Statement (except for the financial
and statitstical data contained therein, as to which no view
need be expressed) contains an untrue statement of a material
fact or omits to state a material fact required to be stated
therein or necessary to make the statements made therein, in
light of the circumstances under which they were made, not
misleading, (D) the Official Statement has been duly author-
ized, executed and delivered by the City, and the City has
consented to the use thereof by the Underwriter, (E) the
-9-
enactment of the Ordinance and the authorization, execution
and delivery of this Purchase Contract and the Bonds, and
compliance with the provisions hereof and thereof, will not
conflict with, or constitute a breach of or default under,
any law, administrative regulation, consent decree, ordin-
ance, resolution or any agreement or other instrument to
which the City was or is subject which has come to his atten-
tion, as the case may be, nor will such enactment, adoption,
execution, delivery, authorization or compliance result in
the creation or imposition of any lien, charge or other
security interest or encumbrance of any nature whatsoever
upon any of the property or assets of the City, or under the
terms of any law, administrative regulation, ordinance, reso-
lution or instrument which has come to his attention, except
as expressly provided by the City, (F) the City is lawfully
empowered to provide for payment of the principal of and
interest on the Bonds from the pledged revenues, and (G)
except as disclosed in the Official Statement, to his know-
ledge, as of the date of such opinion, there is no action,
suit, proceeding, inquiry or investigation, at law or in
equity, before or by any court, government agency, public
board of body, pending against the City, affecting or seeking
to prohibit, restrain or enjoin the sale, issuance or deli-
very of the Bonds or the collection of the pledged revenues,
or the payment of the principal of or interest on the Bonds
from the pledged revenues or contesting or affecting as to
the City the validity or enforceability of the Act in any
respect relating to authorization for the issuance of the
Bonds, the Ordinance or this Purchase Contract, or contesting
the tax-exempt status of interest on the Bonds, or contesting
the completeness or accuracy of the Official Statement or any
supplement or amendment thereto, or contesting the powers of
the City or any authority for the issuance of the Bonds, the
enactment of the Ordinance, or the execution and delivery by
the City of this Purchase Contract; in rendering his opinion,
the City Attorney may state that he has relied on existing
judicial precedent and with respect to clause (G) hereof that
he has relied on the absence of notice from any City official
upon whom process may be served that service has been
attempted or made; the opinion may further state that the
enforceability of any of the City's obligations may be sub-
ject to bankruptcy, insolvency, reorganization or moratorium
laws and other laws pertaining to creditors rights generally
and subject as to enforceability to general principles of
equity.
(vii) a certificate, which shall be true and correct
at the time of Closing, signed by the Mayor of the City and
the City Manager as to clause (B) hereof, or such other offi-
cial satisfactory to the Underwriter, and in form and sub-
stance satisfactory to the Underwriter, to the effect that,
(A) the representations and covenants of the City contained
-10-
herein are true and correct to the best of his knowledge and
belief in all material respects and are complied with as of
the time of Closing, and (B) the Official Statement did not
as of its date, and does not as of the date of Closing, con-
tain any untrue statement of a material fact or omit to state
a material fact which should be included therein for the pur-
poses for which the Official Statement is to be used, or
which is necessary in order to make the statements contained
therein, in light of the circumstances in which they were
made, not misleading;
(viii) an opinion of Counsel to the Underwriter,
addressed to the Underwriter and dated the date of Closing,
to the effect that, (A) with respect to the information in
the Official Statement and based upon said firm1s participa-
tion in the preparation of the Official Statement as Counsel
to the Underwriter and without having undertaken to determine
independently the accuracy or completeness of the contents of
the Official Statement, said firm has no reason to believe
that the Official Statement (except for the financial and
statistical data contained therein, as to which no view need
be expressed) contains an untrue statement of a material fact
or omits to state a material fact required to be stated
therein or necessary to make the statements made therein, in
light of the circumstances under which they were made, not
misleading, and (B) the Bonds are exempt from registration
under the Securities Act of 1933, as amended, and the Ordin-
ance is exempt from qualification as an indenture under the
Trust Indenture Act of 1939, as amended;
(ix) evidence, satisfactory to the Underwriter,
dated the date of the Closing, to the effect that payment for
the insurance policy of the Insurer has been made by the City
and received by the Insurer, that the Insurer has received
all documents that it has deemed necessary to review and that
such insurance policy is in full force and effect;
(x) a certificate of the Insurer, dated the date of
Closing, addressed to the Underwriter, in form and substance
satisfactory to the Underwriter, to the effect that (A) the
Insurer is duly qualified to do business in the State of
Florida, (B) the Insurer has full corporate power and author-
ity to execute and deliver the insurance policy for the Bonds
(the "Policy") and the Policy has been duly authorized, exe-
cuted and delivered by the Insurer and constitutes a legal,
valid and binding obligation of the Insurer enforceable in
accordance with its terms, and (C) the statements contained
in the Official Statement under the heading "Security for the
Bonds - Municipal Bond Insurance," insofar as such statements
constitute summaries of the matters referred to therein,
~ll-
accurately reflect and fairly present
ted to be shown and, insofar as such
describe the Insurer, fairly and
Insurer;
the information purpor-
statements purport to
accurately describe the
(xi) letter of Moody's
effect that the Bonds have been
favorable than Aaa, and letter of
tion to the effect that the Bonds
no less favorable than AAA, which
as of the date of Closing; and
Investors Service to the
assigned a rating no less
Standard & poor's Corpora-
have been assigned a rating
ratings shall be in effect
(xii) such additional legal opinions, certificates,
instruments and other documents as the Underwriter may
reasonably request to evidence the truth and accuracy, as of
the date hereof and as of the date of the Closing, of the
City's representations and warranties contained herein and of
the statements and information contained in the Official
Statement and the due performance or satisfaction by the City
on or prior to the date of Closing of all the agreements then
to be performed and conditions then to be satisfied by it.
If the City shall be unable to satisfy the conditions to
the obligations of the Underwriter to purchase, to accept deli-
very of and to pay for the Bonds contained in this Purchase
Contract and the Underwriter does not waive such inability in
writing, or if the obligations of the Underwriter to purchase, to
accept delivery of and to pay for the Bonds shall be terminated
for any reason permitted by this Purchase Contract, this Purchase
Contract shall terminate and neither the Underwriter nor the City
shall be under any further obligation hereunder, except that the
respective obligations of the City and the Underwriter set forth
in Section 9 hereof shall continue in full force and effect.
9. Expenses. The Underwriter shall be under no obliga-
tion to pay, and the City shall pay, any expense incident to the
performance of the City's obligations hereunder including, but
not limited to: (a) the cost of preparation and delivery of
copies of the Ordinance; (b) the cost of preparation and printing
of the Bonds; (c) the fees and disbursements of Bond Counsel and
the City Attorney; (d) the fees and disbursements of the City's
certified public accountants; (e) the fees and disbursements of
any engineers, accountants, and other experts, consultants or
advisors retained by the City; (f) fees for bond ratings; (g) the
fees and expenses of the Escrow Holder, Registrar, the Paying
Agent and of their respective counsel; (h) the costs of prepar-
ing, printing and delivering a reasonable number of the Official
Statement and any supplements or amendments thereto; and (i) the
Insurer's insurance policy premium.
The Underwriter shall pay: (A) the cost of preparing,
printing and delivery of this Purchase Contract; (B) the cost of
-12-
all "blue sky" and legal investment memoranda and related filing
fees; (C) all advertising expenses; and (0) all other expenses
incurred by them or any of them in connection with the public
offering of the Bonds, including the fees and disbursements of
Counsel retained by them. In the event that either party shall
have paid obligations of the other as set forth in this Section
9, adjustment shall be made at the time of the Closing.
10. Notices. Any notice or other communication to be
given to you under this Purchase Contract may be given by mailing
the same to the Mayor of the City of Winter Springs, 400 North
Edgemon Avenue, Winter Springs, Florida 32708, and any such
notice or other communication to be given to the Underwriter may
be mailed to Southeastern Municipal Bonds, Inc., 800 Trafalgar
Court, Suite 350, Maitland, Florida 32751, Attention: Gary
Akers. Any notice to the City or the Underwriter shall also be
sent to Bryant, Miller & Olive, 700 Barnett Bank Building, Talla-
hassee, Florida 32301, Attention: Randall W. Hanna, Esquire.
11. Parties in Interest. This Purchase Contract is
made solely for the benefit of the City and the Underwriter and
no other party or person shall acquire or have any right here-
under or by virtue hereof. All your representations and agree-
ments in this Purchase Contract shall remain operative and in
full force and effect and shall survive the delivery of the
Bonds.
12. Waiver. Notwithstanding any provIsIon herein to
the contrary, the performance of any and all obligations of the
City hereunder and the performance of,any and all conditions con-
tained herein for the benefit of the Underwriter may be waived by
the Underwriter, in its sole discretion, and the approval of the
Underwriter when required hereunder or the determination of their
satisfaction as to any document referred to herein shall be in
writing, signed by appropriate officer or officers of the Under-
writer and delivered to you.
13. No Liability. Neither the City, nor any of the
members thereof, nor any officer, agent or employee thereof,
shall be charged personally by the Underwriter with any liabil-
ity, or held liable to the Underwriter under any term or provi-
sion of this Purchase Contract because of its execution or
attempted execution, or because of any breach or attempted or
alleged breach thereof.
14. Governing Law. This Purchase Contract, and the
terms and conditions herein, shall constitute the full and com-
plete agreement between the City and the Underwriter with respect
to the purchase and sale of the Bonds. This Purchase Contract
-13-
shall be governed by and construed in accordance with the laws of
the State of Florida.
Very truly yours,
SOUTHEASTERN MUNICIPAL BONDS, INC.
~ ~ ,~E
Vice PreSl nt
Cll,~A A
-
Accepted this 17th day
of May, 1985
,DEPUTY
LT2SMBPC
-14-
,....
CITY OF WINTER SPRINGS, FLORIDA
WATER AND SEWER REVENUE REFUNDING BONDS
SERIES 1985
EXHIBIT A
TERMS OF BONDS
Maturity Principal Interest
October 1 Amount Rate Price
1985 $ 100,000 5.0000% 100%
1986 55,000 5.2500 100
1987 55,000 5.7500 100
1988 60,000 6.2500 100
1989 65,000 6.6250 100
1990 65,000 6.8750 100
1991 75,000 7.1250 100
1992 80,000 7.3750 100
1993 85,000 7.6250 100
1994 90,000 7.8750 100
1995 100,000 8.1250 100
1996 105,000 8.2500 100
1997 115,000 8.4000 100
1998 125,000 8.6000 100
1999 135,000 8.7000 100
2000 150,000 8.7500 100
2005 965,000 8.8750 100
2014 3,190,000 9,0000 100
Redemption Provisions
The Series 1985 Bonds maturing before October 1, 1992 will
not be subject to optional redemption. The Series 1985 Bonds
maturing on or after October 1, 1992 are subject to redemption
prior to maturity at the option of the City, in whole on any
date, or in part on any interest payment date, on or after
October 1, 1992. The City may select the maturities of the
Series 1985 Bonds to be redeemed and if less than all Series 1985
Bonds of a maturity are called for redemption, the selection of
the particular Series 1985 bonds to be called for redemption
shall be by lot in any customary manner of selection as
designated by the City, and any such redemption shall be made at
the following redemption prices (expressed below as a percentage
..
of the principal amount being redeemed) plus accrued interest to
the redemption date:
Period During Which Redeemed Redemption Price
October 1, 1992 to September 30, 1993 102 %
October 1, 1993 to September 30, 1994 101.5
October 1, 1994 to September 30, 1995 101
October 1, 1995 to September 30, 1996 100.5
October 1, 1996 and thereafter 100
The Series 1985 Bonds due October 1, 2005 and October 1,
2014, (the "Term Bonds") will be subject to mandatory redemption
prior to maturity, on October 1, 2001, and October 1, 2006,
respectively, and on each October 1 thereafter at 100% of the
principal amount of such Series 1985 Bonds so to be redeemed plus
accrued interest, if any, to the redemption date in the years and
amounts set forth below:
TERM BONDS DUE OCTOBER 1, 2005
October 1
Amount
October 1
Amount
2001
2002
2003
$160,000
175,000
190,000
2004
2005
$210,000
230,000
TERM BONDS DUE OCTOBER 1, 2014
October 1
Amount
October 1
Amount
2006
2007
2008
2009
2010
$245,000
265,000
295,000
315,000
345,000
2011
2012
2013
2014
$375,000
415,000
450,000
485,000
Notice of redemption will be mailed to the holders of the
Series 1985 Bonds to be redeemed not less than thirty (30) days
prior to the redemption date, but in no event will such mailing
be a condition precedent to redemption nor will the failure to
mail notice affect the validity of the redemption proceedings.
EXHIBIT B
$5,615,000
CITY OF WINTER SPRINGS, FLORIDA
WATER AND SEWER REVENUE REFUNDING BONDS
SERIES 1985
The following information is provided in accordance with the disclosure
requirements of Section 218.385, Florida Statutes:
I. Estimated Underwriting Spread
(per $1,000)
Average Takedown $ 15.41
Underwriting Risk 1.50
Management Fee 9.00
Expenses 6.59
Total Underwriting Spread $ 32.50 '
II.
Expenses Detail
(per $1,000)
Legal
$16,845
$ 3.00
Clearing, Delivery and Funds
Transfer
8,422
1. 50
Corrununications
2,807
.50
8,928
1. 59
Travel and Miscellaneous
Total Expenses
$37,002
$ 6.59
III. No fee, bonus or other compensation is to be paid to any person not
regularly employed by the Underwriter.
IV. MANAGING UNDERWRITER
Southeastern Municipal Bonds, Inc.
800 Trafalgar Court
Maitland, Florida 32751
Submitted: May 17, 1985