HomeMy WebLinkAboutExhibit 1Exhibit "A"
Bond Purchase Agreement —Die.A-Fi.
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MIAMI/4230862 3
1)K1 F-
CITY OF MIAMI, FLORIDA
NON -AD VALOREM REFUNDING REVENUE BONDS,
TAXABLE PENSION SERIES 2009
BOND PURCHASE AGREEMENT
City Commission of the
City of Miami, Florida
444 Southwest 2'd Avenue
Miami, FL 33130-1910
Dear Ladies and Gentlemen:
January 6, 2009
The undersigned, J.P. Morgan Securities Inc. (the "Senior Manager"), acting on
behalf of itself and as representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated,
SunTrust Robinson Humphrey, Inc., Banc of America Securities LLC and Raymond James &
Associates, Inc. (collectively with the Senior Manager, the "Underwriters"), offers to enter into
the following agreement with the City of Miami, Florida (the "Issuer") which, upon the Issuer's
written acceptance of this offer, will be binding upon the Issuer and upon the Underwriters. This
offer is made subject to the Issuer's written acceptance hereof on or before 6:00 p.m., Miami time
on the date hereof, and, if not so accepted, will be subject to withdrawal by the Underwriters
upon notice delivered to the Issuer at any time prior to the acceptance hereof by the Issuer.
1. Purchase and Sale of the Bonds. Subject to the terms and conditions and in
reliance upon the representations, warranties and agreements set forth herein, the Underwriters
hereby agree to purchase from the Issuer for offering to the public, and the Issuer hereby agrees
to sell and deliver to the Underwriters for such purpose, all, but not less than all, of the Issuer's
Non -Ad Valorem Refunding Revenue Bonds, Taxable Pension Series 2009 (the "Bonds"). The
principal amount of the Bonds to be issued, the dated date therefor, the maturities, sinking fund,
optional redemption provisions, and interest rates per annum are set forth in Schedule 1 hereto
and the Bonds shall otherwise have such terms and provisions as set forth in the Official
Statement (as hereinafter defined).
The purchase price for the Bonds shall be $ , which price
represents the original aggregate principal amount of the Bonds of $ , [plus/less
net original issue premium/discount of $ 1, less an underwriting discount of
The Preliminary Official Statement of the Issuer, dated December 16, 2009,
including the cover page, inside cover page and Appendices thereto, relating to the Bonds, as
amended to conform to the terms of this Bond Purchase Agreement and with changes and
amendments to the date hereof as have been mutually agreed to by the Issuer and the
Underwriters, as indicated on Exhibit A attached hereto, is hereinafter called the "Official
Statement." In conformance with Section 218.385(6), Florida Statutes, as amended, the Senior
Manager, on behalf of the Underwriters, hereby delivers the Disclosure and Truth in Bonding
Statement attached hereto as Exhibit F.
2. The Bonds and the Official Statement; End of the Underwriting Period.
(a) The Bonds shall be as described in, and shall be issued and secured under and pursuant to
Resolution No. 08- adopted on December 11, 2008 (the "Resolution").
(b) Prior to or concurrently with the acceptance hereof by the Issuer, the Issuer
has delivered to the Underwriters:
(i) two copies of the Resolution;
(ii) two copies of the Official Statement manually signed on behalf of the
Issuer by the City Manager of the Issuer; and
(c) Prior to the date hereof, the Issuer delivered to the Underwriters a document
or documents together with a certificate of the Issuer which stated that the Official Statement,
together with such other documents, if any, described in such certificate, was deemed final as of
its date for purposes of Rule 15c2-12 under the Securities Exchange Act of 1934, as amended
("Rule 15c2-12"), except for the information not required to be included therein under Rule
15c2-12 and certain other information specified in such certificate
(d) Unless otherwise notified in writing by the Senior Manager by the Closing
Date, the Issuer can assume that the "end of the underwriting period" for purposes of Rule 15c2-
12 shall be the Closing Date. In the event such notice is so given in writing by the Senior
Manager, the Senior Manager agrees to notify the Issuer in writing following the occurrence of
the "end of the underwriting period" as defined in Rule 15c2-12. The "end of the underwriting
period as used in this Agreement shall mean the Closing Date or such later date as to which
notice is given by the Senior Manager in accordance with the preceding sentence.
3. Sale to Underwriters. The Underwriters agree to offer the Bonds at prices
not in excess of the initial offering prices or yields set forth in the Official Statement.
4. Use of Documents; Certain Covenants and Agreements of the Issuer. (a)
The Issuer hereby authorizes the use by the Underwriters of the Resolution and the Official
Statement, including any supplements or amendments thereto, and the information therein
contained in connection with the public offering and sale of the Bonds. The Issuer ratifies and
confirms the use by the Underwriters prior to the date hereof of the Official Statement in
connection with the public offering of the Bonds.
(b) The Issuer covenants and agrees:
(i) To cause to be made available to the Underwriters such reasonable
quantities of the Resolution as the Underwriters may request for use in connection with
the offering and sale of the Bonds and to cause copies of the Official Statement to be
delivered to the Underwriters in sufficient quantity (subject to paragraph 10 hereof) as
may reasonably be requested by the Underwriters in order to comply with Rule15c2-12
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and the rules of the Municipal Securities Rulemaking Board ("MSRB"), without charge,
within seven business days of the date hereof and, in the event the Closing Date is less
than seven business days after the date hereof, upon request of the Underwriters, in
sufficient time to accompany any confirmation requesting payment from any customers
of any Underwriter;
(ii) If, after the date of this Bond Purchase Agreement and until twenty-five
(25) days after the end of the underwriting period, any event shall occur as a result of
which, in the opinion of the Senior Manager, it is necessary to amend or supplement the
Official Statement in order to make the statements therein, in the light of the
circumstances when the Official Statement is delivered to a purchaser, not misleading, to
notify the Underwriters (and for the purposes of this clause (ii) to provide the
Underwriters with such information as they may from time to time request), and to
forthwith prepare and furnish, at its own expense (in a form and manner approved by the
Underwriters), a reasonable number of copies of either amendments or supplements to
the Official Statement so that the statements in the Official Statement as so amended and
supplemented will not, in light of the circumstances when the Official Statement is
delivered to a purchaser, be misleading or so that the Official Statement will comply with
law;
(iii) To advise the Underwriters immediately of receipt by the Issuer of any
notification with respect to the suspension of the qualification of the Bonds for sale in
any jurisdiction or the initiation or threat of any proceeding for that purpose; and
(iv) There will be no adverse change of a material nature in the financial
position, results of operations or condition, financial or otherwise, of the Issuer since the
date of the financial statements attached to the Official Statement; and
(v) At or prior to the Closing, to have duly authorized, executed and
delivered a written continuing disclosure undertaking of the Issuer (the "Continuing
Disclosure Agreement") on behalf of each obligated person for which financial or
operating data is presented in the Official Statement which complies with the provisions
of Rule 15c2-12(b)(5) and which shall be substantially in the form described in the
Official Statement.
(vi) At or prior to the Closing, to have duly authorized, executed and delivered the
Paying Agent and Registrar Agreement between the Issuer and U.S. Bank, National Association,
as Paying Agent and Registrar (the "Paying Agent and Registrar Agreement") and which shall be
substantially in the form attached to the Resolution.
5. Representations and Warranties of the Issuer. The Issuer hereby
represents and warrants to the Underwriters, which representations and warranties shall survive
the purchase and offering of the Bonds, as follows:
(a) The Issuer is a body corporate and politic duly created and existing under the
Constitution and the laws of the State of Florida (the "State"), including Chapter 166, Part II,
Florida Statutes, Chapter 159, Part VII, Florida Statutes, the Charter of the Issuer (the "Charter")
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and other applicable provisions of law, as the same may be amended and supplemented from
time to time (collectively, the "Act"), duly organized and validly existing under the Charter,
which Charter has been validly adopted 'and is in full force and effect and has full legal right,
power and authority under the Act and the Resolution, and at the date of the closing will have
full legal right, power and authority under the Act and the Resolution (assuming they become
effective in accordance with their terms) (i) to enter into this Bond Purchase Agreement, the
Paying Agent and Registrar Agreement and the Continuing Disclosure Agreement, and to adopt
the Resolution, (ii) to sell, issue and deliver the Bonds to the Underwriters as provided herein,
(iii) to carry out and consummate the transactions contemplated by this Bond Purchase
Agreement, the Resolution, the Paying Agent and Registrar Agreement, the Continuing
Disclosure Agreement and the Official Statement, and (iv) to conduct the operations of the
Issuer, and the Issuer has complied, and will at the closing be in compliance in all respects, with
the terms of the Charter and the Resolution as they, pertain to such transactions;
(b) By all necessary official action of the Issuer prior to or concurrently with the
acceptance hereof, the Issuer has duly adopted the Resolution, has duly authorized and approved
the execution and delivery of, and the performance by the Issuer of the obligations on its part
contained in, the Bonds, the Resolution, this Bond Purchase Agreement, the Paying Agent and
Registrar Agreement, the Continuing Disclosure Agreement and the Official Statement, and the
consummation by it of all other transactions contemplated by the Official Statement, the
Resolution, the Paying Agent and Registrar Agreement, the Continuing Disclosure Agreement
and this Bond Purchase Agreement; the Resolution, the Paying Agent and Registrar Agreement,
the Continuing Disclosure Agreement and this Bond Purchase Agreement constitute legal, valid
and binding obligations of the Issuer, enforceable in accordance with their respective terms,
subject to bankruptcy, insolvency, reorganization, moratorium and other similar laws and
principles of equity relating to or affecting the enforcement of creditors' rights; the Bonds, when
issued, authenticated and delivered to the Underwriters in accordance with the Resolution and
this Bond Purchase Agreement, will constitute legal, valid and binding special obligations of the
Issuerentitled to the benefits of the Resolution and enforceable in accordance with their terms,
subject to bankruptcy, insolvency, reorganization, moratorium and other similar laws and
principles of equity relating to or affecting the enforcement of creditors' rights; upon the
issuance, authentication and delivery of the Bonds as aforesaid, the Resolution will provide, for
the benefit of the holders from time to time of the Bonds, the legally valid and binding pledge of
and lien on the Pledged Funds (as defined in the Resolution) they purport to create, subject only
to the provisions of the Resolution permitting the application thereof on the terms and conditions
set forth in the Resolution;
(c) The Issuer is not in breach of or default under any applicable constitutional
provision, law or administrative regulation of the State or the United States or any applicable
judgment or decree or any loan agreement, indenture, bond, note, ordinance, resolution,
agreement or other instrument to which the Issuer is a party or to which the Issuer or any of the
property or assets of the Issuer are otherwise subject, and no event has occurred and is
continuing which constitutes or with the passage of time or the giving of notice, or both, would
constitute a default or event of default by the Issuer under any such instrument; and the execution
of this Bond Purchase Agreement, the Paying Agent and Registrar Agreement and the
Continuing Disclosure Agreement, and the adoption of the Resolution and compliance with the
provisions on the Issuer's part contained therein, will not conflict with or constitute a breach of or
default under any constitutional provision, administrative regulation, judgment, decree, loan
agreement, indenture, bond, note, ordinance, resolution, agreement or other instrument to which
the Issuer is a party or to which the Issuer or any of the property or assets of the Issuer are
otherwise subject, nor will any such execution, delivery, adoption 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, assets or revenues of the Issuer or under the terms of any
such law, regulation or instrument, except as provided by the Bonds and the Resolution;
(d) All authorizations, approvals, licenses, permits, consents and orders of any
governmental authority, legislative body, board, agency or commission having jurisdiction of the
mater which are required for the due authorization of, which would constitute a condition
precedent to, or the absence of which would materially adversely affect the due performance by
the Issuer of its obligations under, this Bond Purchase Agreement, the Resolution, the Paying
Agent and Registrar Agreement, the Continuing Disclosure Agreement and the Bonds have been
duly obtained, or such approvals, consents and orders as are stated in the Official Statement as
yet to be obtained or as may be required under the Blue Sky or securities laws of any state in
connection with the offering and sale of the Bonds;
(e) The Bonds conform to the descriptions thereof contained in the Official
Statement under the caption "Description of the Series 2009 Bonds"; the Resolution conforms to
the description thereof contained in the Official Statement under the caption "Security and
Sources of Payment for the Series 2009 Bonds" and the proceeds of the sale of the Bonds will be
applied generally as described in the Official Statement under the captions "Plan of Refunding"
and "Estimated Sources and Uses of Funds";
(f) Except as described in the Official Statement, there is no action, suit,
proceeding, inquiry or investigation, at law or in equity, before or by any court, government
agency, public board or body, pending or, to the best knowledge of the Issuer, after due inquiry
threatened against the Issuer, affecting the corporate existence of the Issuer or its right to conduct
its.operations as presently conducted in all material respects, or the titles of its officers to their
respective offices, or affecting or seeking to prohibit, restrain or enjoin the sale, issuance or
delivery of the Bonds or the pledge of the Pledged Funds (as defined in the Resolution), or in any
way contesting or affecting the validity or enforceability of the Bonds, the Resolution, the Paying
Agent and Registrar Agreement, the Continuing Disclosure Agreement or this Bond Purchase
Agreement or contesting in any way the completeness or accuracy of the Official Statement or
any supplement or amendment thereto, or contesting the powers of the Issuer or any authority for
the issuance of the Bonds, the adoption of the Resolution or the execution and delivery of the
Paying Agent and Registrar Agreement, the Continuing Disclosure Agreement or this Bond
Purchase Agreement, nor, to the best knowledge of the Issuer, is there any basis therefor,
wherein an unfavorable decision, ruling or finding would materially adversely affect the validity
or enforceability of the Bonds, the Resolution, the Paying Agent and Registrar Agreement, the
Continuing Disclosure Agreement or this Bond Purchase Agreement or the ability of the Issuer
to authorize the issuance, sale or delivery of the Bonds or to consummate any of the transactions
to which it is or is to be a party as contemplated hereby or by the Resolution, the Paying Agent
and Registrar Agreement, the Continuing Disclosure Agreement or the Official Statement;
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(g) As of the date thereof, the Official Statement did not contain any untrue
statement of a material fact or omit to state a material fact necessary to make the statements
therein, in the light of the circumstances under which they were made, not misleading;
(h) At the time of the Issuer's acceptance hereof and (unless an event occurs of
the nature described in paragraph (iii) of Section 4(b)) at all times subsequent thereto during the
period up to and including twenty-five (25) days subsequent to the end of the underwriting
period, the Official Statement does not and will not contain any untrue statement of a material
fact or omit to state any material fact necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading;
(i) If the Official Statement is ,supplemented or amended pursuant to clause (iii)
of paragraph (b) of Section 4, at the time of each supplement or amendment thereto and (unless
subsequently again supplemented or amended pursuant to such paragraph) at all times
subsequent thereto during the period up to and including twenty-five (25) days subsequent to the
end of the underwriting period, the Official Statement as so supplemented or amended will not
contain any untrue statement of a material fact or omit to state any material or necessary to make
the statements therein, in the light of the circumstances under which they were made, not
misleading;
(j) The financial statements of, and other financial information regarding, the
Issuer in the Official Statement fairly present the financial position and results of the operations
of the Issuer as of the dates and for the periods therein set forth (i) the audited financial
statements have been prepared in accordance with generally accepted accounting principles
consistently applied, (ii) the unaudited financial statements (if any) have been prepared on a
basis substantially consistent with the audited financial statements included in the Official
Statement and reflect all adjustments necessary to that effect, and (iii) the other financial
information has been determined on a basis substantially consistent with that of the Issuer's
audited financial statements included in the Official Statement.
(k) Except as described in the Official Statement, the Issuer has not failed to
comply, in all material respects, with any previous undertaking with regard to Rule 15c2-12.
6. Closing. (a) At 9:00 a.m., Miami time, on January 14, 2009 or at such other
time and date as shall have been mutually agreed upon by the Issuer and the Senior Manager,
the Issuer will, subject to the terms and conditions hereof, deliver the Bonds to the Underwriters
duly executed and authenticated together with the other documents hereinafter mentioned, and
the Underwriters will, subject to the terms and conditions hereof, accept such delivery and pay
the purchase price of the Bonds as set forth in Section 1 hereof by wire transfer or a certified or
bank cashier's check or checks payable in immediately available funds to the order of the Issuer.
Payment for the Bonds as aforesaid shall be made at the offices of the Issuer located at 444
Southwest 2"d Avenue, Miami, Florida, or such other place as shall have been mutually agreed
upon by the Issuer and the Senior Manager.
(b) Delivery of the Bonds shall be made at The Depository Trust Company, New
York, New York. The Bonds shall be delivered in fully registered form bearing CUSIP numbers
without coupons in denominations of $5,000 or any integral multiple thereof registered in the
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name of CEDE & CO. and shall be made available to the Underwriters at least one business day
before the Closing for purposes of inspection.
7. Closing Conditions. The Underwriters have entered into this Bond Purchase
Agreement in reliance upon the representations, warranties and agreements of the Issuer
contained herein, and in reliance upon the representations, warranties and agreements to be
contained in the documents and instruments to be delivered at the Closing and upon the
performance by the Issuer of its obligations hereunder, both as of the date hereof and as of the
date of the Closing. Accordingly, the Underwriters' obligations under this Bond Purchase
Agreement to purchase, to accept delivery of and to pay for the Bonds shall be conditioned
upon the performance by the Issuer of its obligations to be performed hereunder and under such
documents and instruments at or prior to the Closing, and shall also be subject to the following
additional conditions:
(a) The representations and warranties of the Issuer contained herein shall be true
and correct on the date hereof and on and as of the date of the Closing, as if made on the date of
the Closing;
(b) At the time of the Closing, this Bond Purchase Agreement and the Resolution
shall be in full force and effect 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 Underwriters;
(c) At the time of the Closing, all official action of the Issuer relating to this Bond
Purchase Agreement, the Bonds and the Resolution shall be in full force and effect and shall not
have been amended, modified or supplemented; and the Underwriters shall have received, in
appropriate form, evidence thereof;
(d) At the time of the Closing, there shall not have occurred any change or any
development involving a prospective change in the condition, financial or otherwise, or in the
earnings or operations of the Issuer, from that set forth in the Official Statement that, in the
reasonable judgment of the Underwriters, is material and adverse and that makes it, in the
reasonable judgment of the Underwriters, impracticable to market the Bonds on the terms and in
the manner contemplated in the Official Statement;
(e) At or prior to the Closing, the Underwriters shall have received copies of each
of the following documents;
(1) The documents described in Section 2 above;
(2) An opinion and a letter, each dated the date of the Closing of counsel to
the Issuer and addressed to the Underwriters, in substantially the form of
Exhibit D hereto;
(3) An opinion, dated the date of the Closing, of Bond Counsel approving the
Bonds, in substantially the form attached as Appendix D to the Official
Statement;
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(4) An opinion, dated the date of the Closing, of Bond Counsel, in
substantially the form of Exhibit C hereto;
(5) An opinion, dated the date of the Closing, of Disclosure Counsel, in
substantially the form of Exhibit E hereto, together with a reliance letter
addressed to the Underwriters;
(6) A certificate, dated the date of the Closing, of the City Manager of the
Issuer, in substantially the form attached hereto as Exhibit B;
(7) An executed copy of the Continuing Disclosure Agreement, in form and
substance satisfactory to the Senior Manager and counsel to the
Underwriters;
(8) An executed copy of the Paying Agent and Registrar Agreement, in form
and substance satisfactory to the Senior Manager and counsel to the
Underwriters;
(9) Such additional legal opinions, certificates instruments and other
documents as the Senior Manager may request to evidence the truth and
accuracy, as of the date hereof and as of the date of the Closing, of the
Issuer'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 Issuer on or prior to the date of the
Closing of all the respective agreements then to be performed and
conditions then to be satisfied by the Issuer.
All of the opinions, letters, certificates, instruments and other documents
mentioned above or elsewhere in this Bond Purchase Agreement shall be deemed to be in
compliance with the provisions hereof if, but only if, they are in form and substance satisfactory
to the Senior Manager.
If the Issuer shall be unable to satisfy the conditions to the obligations of the
Underwriters to purchase, to accept the delivery of and to pay for the Bonds contained in this
Bond Purchase Agreement, or if the obligations of the Underwriters to purchase, to accept
delivery of and to pay for the Bonds shall be terminated for any reason permitted by this Bond
Purchase Agreement, this Bond Purchase Agreement shall terminate and neither the
Underwriters nor the Issuer shall be under any further obligation hereunder, except that the
respective obligations of the Issuer and the Underwriters set forth in Section 10 hereof shall
continue in full force and effect.
In the event that the Underwriters shall fail (other than or a reason permitted
hereunder) to accept and pay for the Bonds at the Closing as herein provided, the Underwriters
shall pay to you $ as and for full liquidated damages for such failure and for any
defaults hereunder on the part of the Underwriters and such amount shall constitute a full release
and discharge of all claims and damages for such failure and for any and all such defaults, and
the Issuer shall have no further action for damages, specific performance or any other legal or
equitable relief against the Underwriters.
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8. Reserved.
9. Termination. The Underwriters shall have the right to terminate in their
absolute discretion their obligations under this Bond Purchase Agreement to purchase, to accept
delivery of and to pay for the Bonds by notifying the Issuer of their election to do so if, after the
execution hereof and prior to the Closing:
(a) any action shall have been taken by the Securities and Exchange Commission
or by a court which would require registration of any security under the Securities Act of 1933,
as amended, or qualification of any indenture under the Trust Indenture Act of 1939, as
amended, in connection with the public offering of the Bonds, or any action shall have been
taken by any court of by any governmental authority suspending the offering or sale of the bonds
or the use of the Official Statement or any amendment or supplement thereto, or any proceeding
for that purpose shall have been initiated or threatened in any such court or by any such
authority;
(b) any fact or event shall exist or have existed that, in the Underwriters'
reasonable judgment, requires or has required an amendment of or supplement to the Official
Statement;
(c) (i) trading generally shall have been suspended or materially limited on or by,
as the case may be, any of the New York Stock Exchange, the National Association of Securities
Dealers, Inc, (ii) trading of any securities of the Issuer shall have been suspended on any
exchange or in any over-the-counter market, (iii) a general moratorium on commercial banking
activities in New York shall have been declared by either Federal or New York State authorities,
(iv) there shall have occurred a material disruption in securities payment, settlement or clearance
services in the United States, or (v) there shall have occurred any outbreak or escalation of
hostilities or any change in financial markets or any calamity or crisis that, in the reasonable
judgment of the Underwriters, is material and adverse and in the case of any of the events
specified in clauses (i) through (v), such event singly or together with any other such event
makes it, in the judgment of the Underwriters, impracticable to market the Bonds on the terms
and in the manner contemplated in the Official Statement, provided that the Underwriters
immediately notify the Issuer upon such events;
(d) there shall have occurred any downgrading, or any notice shall have been
given of (A) any intended or potential downgrading or (B) any review or possible change that
does not indicate the direction' of a possible change, in the rating accorded any of the Issuer's
obligations (including the rating to be accorded the Bonds) by any "nationally recognized
statistical rating organization", as such term is defined for purposes of Rule 436(g)(2) under the
Securities Act of 1933, as amended; or
(e) the purchase of and payment for the Bonds by the Underwriters, or the resale
of the Bonds by the Underwriters, on the terms and conditions herein provided shall be
prohibited by any applicable law, governmental authority, board, agency or commission.
10. Expenses. (a) The Underwriters shall be under no obligation to pay, and the
Issuer shall pay, any expenses incident to the performance of the Issuer's obligations hereunder,
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including, but not limited to (i) the cost of preparation, printing and delivery of at least [155)
copies of the Official Statement and copies of any supplement or amendments to the Official
Statement pursuant to paragraph 4(b)(ii) hereof, (ii) the cost of preparation and printing of the
Bonds, (iii) the fees and disbursements of Squire, Sanders & Dempsey L.L.P., Bond Counsel of
the Issuer, (iv) the fees and disbursements of Bryant Miller Olive P.A. for their services as
disclosure counsel to the Issuer, (v) the fees and disbursements of First Southwest Company for
their services as Financial Advisor to the Issuer; (vi) the fees and disbursements of any trustees,
paying agents, dissemination agents and registrars; and (vii) the fees for bond ratings.
(b) The Underwriters shall pay (i) the cost of preparation and printing of this Bond
Purchase Agreement and the Blue Sky Survey, if any; (ii) all advertising expenses in connection
with the public offering of the Bonds; and (iii) 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.
(c) If this Agreement shall be terminated by the Underwriters because of any
failure or refusal on the part of the Issuer to comply with the terms or to fulfill any of the
conditions of this Agreement, or if for any reason the Issuer shall be unable to perform its
obligations under this Agreement, the Issuer will reimburse the Underwriters for all out-of-
pocket expenses (including the fees and disbursements of their counsel) reasonably incurred by
the Underwriters in connection with this Agreement or the offering contemplated hereunder.
11. Notices. Any notice or other communication to be given to the Issuer under
this Bond Purchase Agreement may be given by delivering the same in writing at the Issuer's
address; Attention: City Manager, and any notice or other communication to be given to the
Underwriters under this Bond Purchase Agreement may be given by delivering the same in
writing to the Senior Manager, J.P. Morgan Securities Inc., 420 South Orange Avenue, Suite
270, Orlando, Florida 32801, Attention: Managing Director, Public Finance Department.
12. Parties in Interest. This Agreement as heretofore specified shall constitute
the entire agreement between us and is made solely for the benefit of the Issuer and the
Underwriters (including successors or assigns of the Underwriters) and no other person shall
acquire or have any right hereunder or by virtue hereof. This Bond Purchase Agreement may not
be assigned by the Issuer. All of the Issuer's representations, warranties and agreements
contained in this Bond Purchase Agreement shall remain operative and in full force and effect,
regardless of (i) any investigations made by or on behalf of any of the Underwriters; (ii) delivery
of and payment for the Bonds pursuant to this Bond Purchase Agreement; and (iii) any
termination of this Bond Purchase Agreement.
13. No Fiduciary Duty. The Issuer acknowledges that in connection with the
offering of the Bonds: (a) the Underwriters have acted at arms length, are not agents of, and
owe no fiduciary duties to, the Issuer or any other person, (b) the Underwriters owe the Issuer
only those duties and obligations set forth in this Bond Purchase Agreement and (c) the
Underwriters may have interests that differ from those of the Issuer. The Issuer waives to the
full extent permitted by applicable law any claims it may have against the Underwriters arising
from an alleged breach of fiduciary duty in connection with the offering of the Bonds.
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14. Entire Agreement. This Bond Purchase Agreement, together with any
contemporaneous written agreements and any prior written agreements (to the extent not
superseded by this Bond Purchase Agreement) that relate to the offering of the Bonds,
represents the entire agreement between the Issuer and the Underwriters with respect to the
preparation of the Official Statement, the conduct of the offering, and the purchase and sale of
the Bonds.
15. Effectiveness. This Bond Purchase Agreement shall become effective upon
the acceptance hereof by the Issuer and shall be valid and enforceable at the time of such
acceptance.
16. CHOICE OF LAW. THIS BOND PURCHASE AGREEMENT SHALL
BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF
THE STATE OF FLORIDA.
1 7. Reserved.
18. Severability. If any provision of this Bond Purchase Agreement shall be
held or deemed to be or shall, in fact, be invalid, inoperative or unenforceable as applied in any
particular case in any jurisdiction or jurisdictions, or in all jurisdictions because it conflicts with
any provisions of any Constitution, statute, rule of public policy, or any other reason, such
circumstances shall not have the effect of rendering the provision in question invalid,
inoperative or unenforceable in any other case or circumstance, or of rendering any other
provision or provisions of this Bond Purchase Agreement invalid, inoperative or unenforceable
to any extent whatever.
19. Business Day. For purposes of this Bond Purchase Agreement, "business
day means any day on which the New York Stock Exchange is open for trading.
20. Section Headings. Section headings have been inserted in this Bond
Purchase Agreement as a matter of convenience of reference only, and it is agreed that such
section headings are not a part of this Bond Purchase Agreement and will not be used in the
interpretation of any provisions of this Bond Purchase Agreement.
21. Counterparts. This Bond Purchase Agreement may be executed in several
counterparts each of which shall be regarded as an original (with the same effect as if the
signatures thereto and hereto were upon the same document) and all of which shall constitute
one and the same document.
Very truly yours,
J.P. MORGAN SECURITIES INC.
By:
Henry Reyes, Managing Director
11
Accepted and agreed to this day of January 6, 2009.
ATTEST: CITY OF MIAMI, FLORIDA
Priscilla A. Thompson
City Clerk
Date:
Pedro G. Hernandez
City Manager
Diana M. Gomez
Director of Finance
APPROVED AS TO FORM AND APPROVED AS TO INSURANCE
CORRECTNESS: REQUIREMENTS:
Julie 0. Bru
City Attorney
LeeAnn Brehm
Risk Management Director
-To lgt Go-4(0Th) F /z. C4 OSi("f
SCHEDULE1
CITY OF MIAMI, FLORIDA
Non -Ad Valorem Refunding Revenue Bonds,
Taxable Pension Series 2009
(a) Aggregate principal amount of the Bonds: $
(b) Years and amounts of maturities therefore:
Year Principal Amount
(c) The Bonds shall be subject to mandatory sinking fund redemptions by the
Issuer at a redemption price of 100% of the principal amount redeemed plus
accrued interest to the redemption date on December I in each of the years listed
below and in the aggregate principal amount shown opposite such years:
Year of Sinking Year of
Fund Principal Sinking Fund Principal
Installments Amount Installments Amount
Final Maturity of the Bonds
However, the principal amount of the Bonds required to be redeemed on
each such mandatory sinking fund redemption date shall be reduced by the
principal amount of the Bonds specified by the Issuer at least 45 days prior
to the redemption date that have been either (i) purchased by or on behalf
of the Issuer and delivered to the Bond Registrar for cancellation, or
13
OR L1 IPFCP1830216.7
38591/0001
(d)
(ii) redeemed other than through the operation of the provisions of this
paragraph, and that have not been previously made the basis for a
reduction of the principal amount of the Bonds to be redeemed on a
sinking fund redemption date.
The Bonds are subject to optional redemption and payment at
any time, at the option of the Issuer, as a whole or in part at a redemption
price equal to the greater of (i) 100% of the principal amount thereof or
(ii) the Discounted Value (as defined in the Resolution) thereof, together,
in either case, with accrued interest to the redemption date. The Issuer
may select amounts and maturities or portions of maturities of Bonds for
optional redemption at the Issuer's sole discretion, except that any
redemption of Term Bonds will reduce pro rata any remaining sinking
fund redemption amounts of the Term Bonds remaining outstanding. All
calculations and determinations referred to in this section with respect to
Discounted Value, except as provided in the preceding sentence, will be
made by a financial advisor selected by the Issuer.
14
ORL1\PFCP1830216.7
38591/0001
EXHIBIT A
OFFICIAL STATEMENT
[Attached]
J
EXHIBIT B
FORM OF CERTIFICATE OF OFFICERS OF ISSUER
[Attached]
B - 1
CITY OF MIAMI, FLORIDA
NON -AD VALOREM REFUNDING REVENUE BONDS,
TAXABLE PENSION SERIES 2009
GENERAL CERTIFICATE OF THE CITY
I, Pedro G. Hernandez, City Manager of the City of Miami, Florida (the "City") DO
HEREBY CERTIFY that, to the best of my knowledge and belief, after due inquiry:
(i) (a) The representations and warranties of the City contained in the Bond Purchase
Agreement dated January 6, 2009 (the "Bond Purchase Agreement") between the City and J.P.
Morgan. Securities Inc. (the "Senior Manager"), acting on behalf of itself and as representative of
Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Robinson Humphrey, Inc., Banc
of America Securities LLC and Raymond James & Associates, Inc. (collectively with the Senior
Manager, the "Underwriters") are true and correct in all material respects on and as of this date
as if made on this date; and (b) the City has complied with all the agreements and satisfied all the
conditions on its part to be complied with or satisfied at or prior to the Closing Date pursuant to
the Bond Purchase Agreement and the Resolution (as such terms are defined in the Bond
Purchase Agreement);
(ii) The Official Statement, dated January 6, 2009, 2009(the "Official Statement"),
with respect‘to the $ aggregate principal amount of City of Miami, Florida Non -Ad
Valorem Refunding Revenue Bonds, Taxable Pension Series 2009 (the "Series 2009 Bonds") as
of its date and as of the date hereof, did not contain and does not contain any untrue statement of
material fact or omitted or omits any material fact necessary in order to make the statements
made therein, in light of the circumstances under which they were made, not misleading
(excluding the information relating to The Depository Trust Company of New York or its book -
entry only system); and
(iii) Except as disclosed in the Official Statement, the City has complied with all of its
prior disclosure undertakings entered into pursuant to Rule 15c2-12(b)(5) of the Securities and
Exchange Act of 1934, as amended.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the City as
of the 14th day of January, 2009.
[SEAL]
Pedro G. Hernandez
City Manager
City of Miami, Florida
EXHIBIT C
FORM OF OPINION OF BOND COUNSEL
[Attached]
l u 60)r c P I-2 Tib Foe. au)5) Avjb-
C-I
January 14, 2009
J.P. Morgan Securities Inc.
Orlando, Florida
Re: $ Aggregate Principal Amount of City of Miami, Florida Non -Ad
Valorem Refunding Revenue Bonds, Taxable Pension Series 2009
Ladies and Gentlemen:
We have acted as Bond Counsel in connection with the issuance of the above -captioned
bonds (the "Series 2009 Bonds") and related transactions. This opinion is furnished pursuant to
Section 7(e)(4) of the Bond Purchase Agreement dated January 6, 2009 (the "Bond Purchase
Agreement") between the City of Miami, Florida (the "City"), and J.P. Morgan Securities Inc.
(the "Senior Manager"), acting on behalf of itself and as representative of Merrill Lynch, Pierce,
Fenner & Smith Incorporated, SunTrust Robinson Humphrey, Inc., Banc of America Securities
LLC and Raymond James & Associates, Inc. (collectively with the Senior Manager, the
"Underwriters"). All capitalized terms not otherwise defined herein shall have the meanings
ascribed thereto in the Bond Purchase Agreement.
We have examined such documents and instruments as we deemed necessary to render
the opinions set forth herein. It is our opinion that:
1. The information and statements in the Official Statement under the
headings "INTRODUCTION," "PURPOSE OF THE ISSUE," "PLAN OF FINANCE,"
"DESCRIPTION OF THE SERIES 2009 BONDS" (except the subsection therein entitled
"Book -Entry Only System"), "SECURITY AND SOURCES OF PAYMENT FOR THE
SERIES 2009 BONDS" (but not including the sections cross referenced therein, as to
which no view need be expressed), "LEGAL MATTERS," "CONTINUING
DISCLOSURE," "APPENDIX B — FORM OF RESOLUTION2009" and "APPENDIX
D — FORM OF BOND COUNSEL OPINION," insofar as such information and
statements constitute summaries of the Resolution, the Paying Agent and Registrar
Agreement, the Continuing Disclosure Agreement and the Series 2009 Bonds or the law
referred to therein, constitute fair and accurate summaries of such matters. We are further
of the opinion that the statements contained under the heading "TAX MATTERS" are
correct as to matters of law and fairly and accurately reflect the information purported to
be presented therein.
2. The Series 2009 Bonds are not subject to the registration requirements of
the Securities Act of 1933, as amended and the Resolution is exempt from qualification
under the Trust Indenture Act of 1939, as amended.
This opinion is supplemental to our approving opinion dated the date hereof with respect
to the Series 2009 Bonds. You may rely on our approving opinion as if it were addressed to you.
Respectfully submitted,
EXHIBIT D
FORM OF OPINION OF COUNSEL TO THE ISSUER
[Attached]
To 8 i, G Pt- riD FOg C' ° i
D- 1
January 14, 2009
City Commission of the
City of Miami
Miami, Florida
J.P. Morgan Securities Inc., as Senior Manager
for the captioned Bonds
Orlando, Florida
U.S. Bank, National Association
Miami, Florida
Re: $ Aggregate Principal Amount of City of Miami, Florida Non -Ad
Valorem Refunding Revenue Bonds, Taxable Pension Series 2009
Ladies and Gentlemen:
I am City Attorney for the City of Miami, Florida (the "City") and have served in such
capacity in connection with the issuance of the City's $ aggregate principal amount
of Non -Ad Valorem Refunding Revenue Bonds, Taxable Pension Series 2009 (the "Series 2009
Bonds") and related transactions. This opinion is furnished pursuant to the Bond Purchase
Agreement dated January 6, 2009 relating to the Series 2009 Bonds (the "Bond Purchase
Agreement") between the City and J.P. Morgan Securities Inc. (the "Senior Manager"), acting on
behalf of itself and as representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated,
SunTrust Robinson Humphrey, Inc., Banc of America Securities LLC and Raymond James &
Associates, Inc. (collectively with the Senior Manager, the "Underwriters"). All capitalized
terms not otherwise defined herein shall have the meanings ascribed thereto in the Bond
Purchase Agreement.
The Office of the City Attorney has examined such documents and instruments as we
deemed necessary to render the requested opinion. Based upon examination of such documents
and matters of law as the Office of the City Attorney has determined relevant for the purposes of
rendering this opinion, and subject to the reservations set forth herein, I am of the opinion that:
1. The City is a municipal corporation of the State of Florida duly organized and
validly existing under its charter, the Constitution and laws of the State of Florida.
2. The City has and had, as the case may be, full legal right, power and authority to
(a) pledge the Covenant Revenues in the manner described in the Official Statement; (b) issue
the Series 2009 Bonds, for the purpose of refunding the Refunded Bonds, in the manner
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contemplated by the Resolution and the Official Statement; (c) secure the Series 2009 Bonds in
the manner contemplated by the Official Statement and Resolution; (d) execute and deliver the
Bond Purchase Agreement, the Continuing Disclosure Agreement and the Paying Agent and
Registrar Agreement (collectively hereinafter referred to as the "Financing Documents"); (e)
deliver the Series 2009 Bonds to the Underwriters as provided in the Bond Purchase Agreement;
and (f) carry out and consummate all other transactions contemplated by the aforesaid
agreements and instruments, and the City has complied with all provisions of applicable law in
all matters relating to such transactions required to be followed on or prior to the date hereof.
3. The City has duly adopted the Resolution and has duly, authorized or ratified, as
the case may be (a) the execution, delivery and performance of the Financing Documents and the
Series 2009 Bonds, (b) the execution, delivery and distribution of the Official Statement, and (c)
the taking of any and all such action as may be required on the part of the City to carry out, give
effect to and consummate the transactions contemplated by the aforesaid agreements and
instruments.
4. The Resolution and Financing Documents have each been duly authorized,
executed and delivered by the City and each of such documents constitute legal, valid and
binding obligations of the City enforceable in accordance with its respective terms, except as the
enforcement thereof may limited by bankruptcy, insolvency, moratorium or other laws affecting
creditors' rights generally or by general principles of equity.
5. All approvals, consents and orders of and filings with any governmental authority
or agency which would constitute a condition precedent to the issuance of the Series 2009 Bonds
or the execution and delivery of or the performance by the City of its obligations under the
Resolution and Financing Documents have been obtained or made and any consents, approvals
and orders so received or filings so made are in full force and effect; provided, however, that no
representation is made concerning compliance with the federal securities laws or the securities or
blue sky laws of the various states or concerning approvals, consents or orders not required on or
prior to the date hereof in order for the City to refund the Refunded Bonds.
6. The authorization, execution, delivery and performance of the Financing
Documents and any other agreement or instrument to which the City is a party, used or
contemplated for use in the consummation of the transactions contemplated by the Resolution,
Official Statement or the Financing Documents and compliance with the provisions of each such
instrument, do not and will not conflict with, or constitute or result in a material violation or
material breach of or a default under, the Constitution of the State of Florida, the Charter of the
City, or any existing law, administrative regulation, rule, decree or order, state or federal, or, a
material provision of any agreement, indenture, mortgage, lease, note or other agreement or
instrument to which the City or its properties or any of the officers of the City as such is subject,
or conflict with or constitute a default under or result in the creation or imposition of any security
interest, lien, charge or encumbrance (other than the lien of the Resolution) on any of the City's
assets pursuant to the provisions of the foregoing.
7. Except as described in the Official Statement, no litigation or other proceedings
are pending, or to my knowledge threatened, before or by any court, government agency, public
board or body for which the City has received notice (a) restraining or enjoining, or seeking to
D-3
restrain or enjoin, the authorization, sale, execution, or delivery of any of the Series 2009 Bonds,
or (b) in any way questioning or affecting the validity of any provision of the Resolution or
Financing Documents, or (c) in any way questioning or affecting the validity of any of the
proceedings or authority for the authorization, sale, execution or delivery of the Series 2009
Bonds, or of any provision, program or transactions made or authorized for their payment, or (d)
questioning or affecting the organization or existence of the City or the title of any of its officers
to their respective offices, or (e) questioning or affecting the power or authority of the City to
refund the Refunded Bonds or (f) questioning or materially and adversely affecting the business,
properties or assets or the condition, financial or otherwise, of the City.
8. " The statements contained in the Official Statement under the headings
"INTRODUCTION," "PURPOSE OF THE ISSUE," "PLAN OF FINANCE," "SECURITY
,AND SOURCES OF PAYMENT FOR THE SERIES 2009 BONDS," "THE CITY OF MIAMI,"
"LITIGATION," "DISCLOSURE REQUIRED BY FLORIDA BLUE SKY REGULATIONS"
and "APPENDIX A — GENERAL INFORMATION REGARDING THE CITY OF MIAMI"
(excluding any financial, statistical or demographic information therein) constitute fair and
accurate descriptions of the legal matters, agreements and ordinances relating to the City which
are referred to therein.
9. With respect to the information contained in the Official Statement (other than
information under the caption "DESCRIPTION OF THE SERIES 2009 BONDS - Book -Entry
Only System" as to which no representation is made) and based upon my review 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, I have no reason to believe
that the information contained in the Official Statement relating to legal matters affecting the
City contains any untrue statement of a material fact or omits to state a material fact necessary in
order to make the statements made therein, in light of the circumstances under which they were
made, not misleading.
10. The City is not entitled to claim immunity on the grounds of sovereignty or other
similar grounds with respect to the enforcement of its obligations under the Resolution and
Financing Documents.
11. Issuance of the Series 2009 Bonds has been duly authorized and all conditions
precedent to the delivery of the Series 2009 Bonds has been fulfilled.
All opinions as to the enforceability of the legal obligations of the City set forth herein
are subject to and limited by bankruptcy, insolvency, reorganization, moratorium, and similar
laws in each case relating to or affecting the enforcement of creditors' rights generally, and
subject to the enforceability thereof, to the exercise of judicial discretion in accordance with the
general principles of equity.
I am qualified to practice law in the State of Florida and for the purpose of this opinion, I
do not purport to be an expert on, or to express an opinion herein concerning, the laws of any
other jurisdiction (including any such laws which may be applicable by virtue of the application
of the choice of law provisions under Florida law) except the laws of the United States to the
extent set forth herein.
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No one, other than the addressees named above, is entitled to rely upon the statements
made, and conclusions expressed, within this opinion.
Very truly yours,
OFFICE OF THE CITY ATTORNEY
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EXHIBIT E
FORM OF OPINION OF DISCLOSURE COUNSEL
[Attached]
1 U � f 'tr2 S Pre—
E-1
[Dated Date of Delivery]
City Commissioners
of the City of Miami
Miami, Florida
Re: $ City of Miami, Florida Non -Ad Valorem Refunding Revenue Bonds
Taxable Pension Series 2009
Dear Ladies and Gentlemen:
We have acted as Disclosure Counsel to the City of Miami, Florida (the "City") in
connection with its issuance of the above -captioned bonds (the "Series 2009 Bonds"), pursuant
to a Bond Purchase Agreement dated January 6, 2009 (the "Purchase Agreement"), by and
between the City and J.P. Morgan Securities Inc., as representative of the Underwriters
(collectively the "Underwriters"). The terms defined in the Purchase Agreement are used in this
letter with the meanings assigned them in the Purchase Agreement.
We have participated in the preparation and review of the Purchase Agreement and the
Disclosure Dissemination Agent Agreement. We also participated in the preparation and review
of the Official Statement dated January 6, 2009 (the "Official Statement").
In connection with the preparation of the Official Statement, we have generally reviewed
information furnished to us by, and have participated in telephone conferences and meetings with
representatives of the City, the City Attorney's Office, Bond Counsel, the Underwriters, the
Financial Advisor, and others in which such contents of the Official Statement and related
matters were discussed. We have reviewed information concerning the City's Comprehensive
Annual Financial Report and meeting minutes and other materials we deemed relevant. We have
also examined certificates of officials of the City, the Underwriters, and the written opinion of
the City Attorney.
Based upon the foregoing, we are of the opinion that:
We are not passing upon, and assume no responsibility for, the accuracy, completeness or
fairness of the statements contained in the Official Statement. During the preparation of the
Official Statement, however, we examined various documents and other papers, and participated
in conferences with your representatives and counsel, with Bond Counsel and the Financial
Advisor at which conferences the contents of the Official Statement and related matters were
discussed. We have also examined the certificates and other documents delivered at Closing. On
the basis of the foregoing, but without independent verification of factual matters, nothing has
come to our attention that would lead us to believe that the Official Statement contains any
untrue statement of material fact or omits to state any material fact required to be stated therein
or necessary to make the statements therein, in light of the circumstances under which they were
made, not misleading. We express no opinion, however, as to the ability of the City to comply
D-2
with the terms and provisions of the Resolution, nor do we express any opinion as to any
financial or statistical information included in the Official Statement.
The opinions expressed herein are based upon existing law as of the date hereof and we
express no opinion herein as of any subsequent date or with respect to any pending legislation.
We assume no obligation to supplement this opinion if any applicable laws change after the date
hereof or if we become aware of any facts that might change the opinions expressed herein after
the date hereof. The opinions expressed herein represent professional judgment, and are not a
guarantee of result.
The opinions expressed herein are limited to the laws of the State of Florida and the
United States of America.
The opinions expressed herein are furnished by us as Disclosure Counsel to our client, the
City, and solely for the use of the addressees named above, and those opinions shall not extend
to, and may not be relied upon by, any other persons, firms, or corporations without our prior
written approval. The opinions expressed herein are limited to the matters set forth herein, and to
the documents referred to herein and do not extend to any other agreements, documents or
instruments executed by the City, and no other opinion should be inferred beyond the matters
expressly stated herein.
Very truly yours,
BRYANT MILLER OLIVE P.A.
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