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TRUCKEE DONNER PUBLIC UTILITY DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 03-I (OLD GREENWOOD)
SPECIAL TAX BONDS
DEVELOPER CONTINUING DISCLOSURE AGREEMENT
This Continuing Disclosure Agreement, dated as of December 1, 2003 (the "Disclosure
Agreement"), is made and entered into by and between Old Greenwood LLC, a
limited liability company (flee "Developer"), and MuniFinancial, as dissemination agent (the
"Dissemination Agent") in connection with the issuance by Truckee Donner Public Utility
District Community Facilities District No. 03-1 (Old Greenwood) (the "Issuer") of its Special
Tax Bonds (the "Bonds"). The Bonds are issued pursuant to the Mello-Roos Community
Facilities Act of 1982, as amended (the "Act") a Trust Indenture (the `°Indenture"), dated
December 1, 2003, by and between the Truckee Donner Public Utility District, on behalf of the
Issuer, and BNY Western Trust Company(the "Trustee").
The Developer and the Dissemination Agent covenant and agree as follows:
SECTION 1. Purpose of the Disclosure Agreement. This Disclosure Agreement is
being executed and delivered for the benefit of the Bond Owners and Beneficial Owners of the
Bonds and in order to assist the Participating Underwriter in complying with Rule 15c2-12(b)(5)
of the Securities and Exchange Commission.
SECTION 2. Definitions. In addition to the definitions set forth in the Indenture or
parenthetically defined herein, which apply to any capitalized terms used in this Disclosure
Agreement unless otherwise defined in this Section, the following capitalized terms shall have
the following meanings:
"Affiliate" of another Person means (a) a Person directly or indirectly owning,
controlling, or holding with power to vote, 25% or more of the outstanding voting securities of
such other Person, (b) any Person 25% or more of whose outstanding voting securities are
directly or indirectly owned, controlled, or held with power to vote, by such other Person, and (c)
any Person directly or indirectly controlling, controlled by, or under common control with, such
other Person; for purposes hereof, control means the power to exercise a controlling influence
over the management or policies of a Person, unless such power is solely the result of an official
position with such Person.
"Annual Report" means any Annual Report provided pursuant to, and as described in,
Sections 3 and 4 of this Disclosure Agreement.
"Annual Report Date" means the date that is eight months after the end of Developer's
fiscal year, which fiscal year currently ends The first Annual Report Date shall be
1, 2004.
"Assumption Agreement" means an agreement between a Major Developer, or an 1
Affiliate thereof, and the Dissemination Agent containing terms substantially similar to this
Disclosure Agreement, whereby such Major Developer or Affiliate agrees to provide Annual
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Reports, Semi-Annual Reports and notices of Listed Events with respect to the portion of the
Property owned by such Major Developer and its Affiliates.
"Bond Counsel" means an attorney or a firm of attorneys whose experience in matters
relating to the issuance of obligations by the states and their political subdivisions and the tax-
exempt status of the interest thereon is recognized nationally.
"Community Facilities District" means the Truckee Donner Public Utility District
Community Facilities District No. 03-1 (Old Greenwood).
"Development Plan" means, with respect to a Major Developer, the specific
improvements such Major Developer intends to make, or cause to be made, to the portion of the
Property owned by such Major Developer in order for such portion of the Property to reach the
Planned Development Stage, the time frame in which such improvements are intended to be
made and the estimated costs of such improvements. As of the date hereof, the Development
Plan for the Property owned by the Developer and its Affiliates is described in the Official
Statement under the caption "THE DEVELOPMENT AND PROPERTY OWNERSHIP —
Development Plan."
"Dissemination Agent" means Muni Financial, acting in its capacity as the Dissemination
Agent hereunder, or any successor Dissemination Agent designated in writing by the Developer
and which has filed with the Issuer a written acceptance of such designation.
"Event of Bankruptcy" means, with respect to a Person, that such Person files a petition
or institutes a proceeding under any act or acts, state or federal, dealing with or relating to the
subject or subjects of bankruptcy or insolvency, or under any amendment of such act or acts,
either as a bankrupt or as an insolvent, or as a debtor, or in any similar capacity, wherein or
whereby such Person asks or seeks or prays to be adjudicated a bankrupt, or is to be discharged
from any or all of such Person's debts or obligations, or offers to such Person's creditors to effect
a composition or extension of time to pay such Person's debts or asks, seeks or prays for
reorganization or to effect a plan of reorganization, or for a readjustment of such Person's debts,
or for any other similar relief, or if any such petition or any such proceedings of the same or
similar kind or character is filed or instituted or taken against such Person and the same shall
remain undismissed for a period of sixty days, or if a receiver of the business or of the property
or assets of such Person is appointed by any court, or if such Person makes a general assignment
for the benefit of such Person's creditors.
"Financing Plan" means, with respect to a Major Developer, the method by which such
Major Developer intends to finance its Development Plan, including specific sources of funding
for such Development Plan. As of the date hereof, the Financing Plan for the Developer and its
Affiliates is described in the Official Statement under the caption "THE DEVELOPMENT AND
PROPERTY OWNERSHIP— Development Plan."
"Financial Statements" means, with respect to a Major Developer, the full financial
statements, special purpose financial statements, project operating statements or other reports
reflecting the financial position of each entity, enterprise, fund, account or other person (other
than a financial institution acting as a lender in the ordinary course of business) identified in such
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Major Developer's Development Plan or its Financing Plan as a source of funding for such Major
Developer's Development Plan, which statements shall be prepared in accordance with generally
accepted accounting principles, as in effect from time to time, and which statements may be
audited or unaudited; provided that, if such financial statements or reports are otherwise prepared
as audited financial statements or reports, then "Financial Statements" means such audited
financial statements or reports.
"Independent Financial Consultant" means a financial consultant or special tax
consultant or firm of such consultants generally recognized to be well qualified in the financial
consulting or special tax consulting field, appointed and paid by the Developer, who is not
controlled by either the Issuer or Developer, does not have any substantial interest (direct or
indirect) in the Issuer or Developer and is not a member, officer or employee of the Issuer or
Developer, but who may be regularly retained to make annual or other reports to the Issuer or
Developer.
"Listed Event" means any of the events listed in Section 5(a) of this Disclosure
Agreement.
"Major Developer" means, as of any date, any Property Owner, including the Developer,
which owns a portion of the Property which has not reached the Planned Development Stage and
the sum of the Maximum Special Tax then applicable to which, plus the Maximum Special Tax
then applicable to all portions of the Property that have not reached the Planned Development
Stage and that are owned by Affiliates of such Property Owner, is equal to or greater than 20%
of the total Maximum Special Tax then applicable to all of the Property.
"National Repository" means any Nationally Recognized Municipal Securities
Information Repository for purposes of the Rule. The Nationally Recognized Municipal
Securities Information Repository for purposes of the Rule are identified in the Securities and
Exchange Commission website located at http://www.sec.gov/info/municipal/nrmsir.htm.
"Official Statement" means the Official Statement, dated 2003, relating to
the Bonds.
"Participating Underwriter" means UBS Financial Services Inc.
"Person" means an individual, a corporation, a partnership, an association, a joint stock
company, a trust, a limited liability company, any unincorporated organization or a government
or political subdivision thereof.
"Planned Development Stage" means the stage of development of the land in the
Community Facilities District owned by the Developer and its Affiliates that the Developer
intends to achieve with respect thereto. As of the date hereof, the Planned Development stage of
the Developer is the construction of approximately 74 detached cabins and 72 attached cottages
in the Community Facilities District.
"Property" means the parcels within the boundaries of the Community Facilities District
subject to Special Taxes.
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"Property Owner" means any Person that owns a fee interest in any portion of the
Property that was, as of the date of this Disclosure Agreement, owned by the Developer.
"Repository"means each National Repository and each State Repository.
"Rule" means Rule 15c2-12(b)(5) adopted by the Securities and Exchange Commission
under the Securities Exchange Act of 1934, as the same may be amended from time to time.
"Semi-Annual Report" means any Semi-Annual Report provided pursuant to, and as
described in, Sections 3 and 4 of this Disclosure Agreement.
"Semi-Annual Report Date" means the date that is two months after the end of
Developer's fiscal year, which fiscal year currently ends . The first Semi-Annual
Report Date shall be 1, 2004.
"State Repository" means any public or private repository or entity designated by the
State of California as a state repository for the purpose of the Rule and recognized as such by the
Securities and Exchange Commission. As of the date of this Disclosure Agreement, there is no
State Repository.
SECTION 3. Provision of Annual Reports and Semi-Annual Reports.
(a) Not later than five (5) business days prior to each Annual Report Date, the
Developer shall provide to the Dissemination Agent an Annual Report which is consistent with
the requirements of Section 4 hereof and which is in a form suitable for filing with the
Repositories. The Annual Report may be submitted as a single document or as separate
documents comprising a package and may cross-reference other information as provided in
Section 4 of this Disclosure Agreement; provided that the Financial Statements of the Developer
(if required) may be submitted separately from the balance of the Annual Report and later than
the date required above for the filing of the Annual Report if the audited Financial Statements are
not available by that date. Not later than five business days after its receipt of the foregoing
material from the Developer, the Dissemination Agent shall provide a copy thereof to each
Repository and the Participating Underwriter. The Developer shall provide a written
certification with each Annual Report furnished to the Dissemination Agent to the effect that
such Annual Report constitutes the Annual Report required to be furnished by it hereunder. The
Dissemination Agent may conclusively rely upon such certification of the Developer and shall
have no duty or obligation to review such Annual Report.
(b) Not later than five (5) business days prior to each Semi-Annual Report Date, the
Developer shall provide to the Dissemination Agent a Semi-Annual Report which is consistent
the requirements of Section 4 hereof and which is in a form suitable for filing with the
Repositories. The Semi-Annual Report may be submitted as a single document or as separate
documents comprising a package and may cross-reference other information as provided in
Section 4 of this Disclosure Agreement. Not later than five (5) business days after its receipt of
the foregoing material from the Developer, the Dissemination Agent shall provide a copy thereof
to each Repository and the Participating Underwriter. The Developer shall provide a written
certification with each Semi-Annual Report furnished to the Dissemination Agent to the effect
that such Semi-Annual Report constitutes the Semi-Annual Report required to be furnished by it
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_ . , ... ._ ... . .,........ _
hereunder. The Dissemination Agent may conclusively rely upon such certification of the
Developer and shall have no duty or obligation to review such Annual Report.
(c) If the Dissemination Agent has not received a copy of the Annual Report by the
date required in Subsection (a) or if the Dissemination Agent has not received a copy of the
Semi-Annual Report by the date required in Subsection (b), the Dissemination Agent shall notify
the Developer of such failure to receive the applicable report. If the Dissemination Agent is
unable to verify that an Annual Report has been provided to the Repositories and the
Participating Underwriter by the date required in Subsection (a), or if the Dissemination Agent is
unable to verify that a Semi-Annual Report has been provided to the Repositories and the
Participating Underwriter by the date required in Subsection (b), the Dissemination Agent shall
send a notice to the Municipal Securities Rulemaking Board ("MSRB") and to the State
Repository, if any, in substantially the form attached as Exhibit"A"
(d) The Dissemination Agent shall:
(i) determine each year prior to the date for providing the Annual Report and
the Semi-Annual Report, the name and address of each National Repository and each State
Repository, if any;
(it) provide any Annual Report and any Semi-Annual Report received by it to
each Repository and to the Participating Underwriter, as provided herein; and
(iii) if it has provided the applicable report pursuant to (ii) above, file a report
with the Issuer and the Developer certifying that it provided the Annual Report or the Semi-
Annual Report, as the case may be,pursuant to this Disclosure Agreement, stating the date it was
provided and listing all the Repositories to which it was provided.
SECTION 4. Content of Annual Reports and Semi-Annual Reports. (a) The
Developer's Annual Report shall contain or incorporate by reference Financial Statements for
each Major Developer for the prior fiscal year if required; provided, that, if such information is
required from the Developer as to another Major Developer, the Developer shall only be required
to provide such information that it has actual knowledge of after reasonable inquiry. If audited
Financial Statements are required to be provided, and such audited Financial Statements are not
available by the time the Annual Report is required to be filed pursuant to Section 3(a), the
Annual Report shall contain unaudited Financial Statements, if prepared by such Major
Developer, and the audited Financial Statements shall be filed in the same manner as, or as an
amendment or supplement to, the Annual Report when they become available. Such Financial
Statements shall be for the most recently ended fiscal year for the entity covered thereby
hereunder.
If the annual financial information or operating data provided in an Annual Report or a
Semi-Annual Report is amended pursuant to the provisions hereof, the first Annual Report or
Semi-Annual Report filed pursuant hereto containing the amended operating data or financial
information shall explain, in narrative form, the reasons for the amendment and the impact of the
change in the type of operating data or financial information being provided.
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_._
As required by the Rule, if an amendment is made to the provisions hereof specifying the
accounting principles to be followed in preparing Financial Statements, the annual financial
information for the year in which the change is made shall present a comparison between the
Financial Statements or information prepared on the basis of the new accounting principles and
those prepared on the basis of the former accounting principles. The comparison shall include a
qualitative discussion of the differences in the accounting principles and the impact of the change
in the accounting principles on the presentation of the financial information. To the extent
reasonably feasible, the comparison shall be quantitative. A notice of the change in the
accounting principles shall be provided in the manner as for a Listed Event under Section 5(c).
(b) The Developer's Annual Report and Semi-Annual Report shall contain or
incorporate by reference the following information with respect to each Major Developer:
(i) If information regarding such Major Developer has not previously been
included in an Annual Report, a Semi-Annual Report or the Official Statement, the Development
Plan of such Major Developer; or, if information regarding such Major Developer has previously
been included in an Annual Report, a Semi-Annual Report or the Official Statement, a
description of the progress made in the implementation of the Development Plan of such Major
Developer since the date of such information and a description of any significant changes in such
Development Plan and the causes or rationale for such changes.
00 If information regarding such Major Developer has not previously been
included in an Annual Report, a Semi-Annual Report or the Official Statement, the Financing
Plan of such Major Developer; or, if information regarding such Major Developer has previously
been included in an Annual Report, a Semi-Annual Report or the Official Statement, a
description of any significant changes in the Financing Plan of such Major Developer and the
causes or rationale for such changes, including an update of the table appearing in the Official
Statement as Table 6 under the heading "THE DEVELOPMENT AND PROPERTY
OWNERSHIP— Development Plan," which shall only be required in the Annual Report.
(iii) A statement as to the number of lots owned by the Developer in the
Community Facilities District for which building permits were issued during the six-month
period covered by such Annual Report or Semi-Annual Report, the cumulative total of the lots
for which building permits have been issued, the number of houses the construction of which it
completed in the Community Facilities District during the six-month period covered by such
Annual Report or Semi-Annual Report, the cumulative total of such houses, the number of
houses in the Community Facilities District sold by it during the six-month period covered by
such Annual Report or Semi-Annual Report, and the cumulative total of such houses sold by it.
(iv) A description of any sales of portions of such Major Developer's Property
during the six-month period ending on the last day of the period covered by such Annual Report
or Semi-Annual Report, including the identification of each buyer (other than individual home
buyers) and the number of residential lots or other acres sold; provided, however, that sales of
five or fewer acres may be aggregated for the purpose of such description
f
i
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(v) With respect to any portion of the Property owned by such Major
Developer and any of its Affiliates, a statement as to whether any taxes or assessment
installments applicable to such portion of the Property are delinquent.
(vi) A description of any change in the ownership structure of the Major
Developer and/or the financial condition of the Major Developer or any of its Affiliates if such
change in ownership structure and/or financial condition could materially interfere with the
Major Developer's ability to complete its Development Plan.
(vii) Any amendments to land use entitlements for any portion of the Property
owned by a Major Developer that could have a material adverse affect on such Major
Developer's most recently disclosed Financing Plan or Development Plan or on the ability of
such Major Developer, or any Affiliate of such Major Developer, to pay installments of Special
Taxes when due.
(viii) Any precondition to commencement or continuation of development on
any portion of the Property owned by a Major Developer imposed by a governmental entity after
the date of issuance of the Bonds which has not been previously disclosed and which could have
a material adverse affect, or any change in the status of any such precondition that was
previously disclosed in the Official Statement, an Annual Report or a Semi-Annual Report,
which could have a material adverse affect, on such Major Developer's most recently disclosed
Financing Plan or Development Plan or on the ability of such Major Developer, or any Affiliate
of such Major Developer, to pay installments of Special Taxes when due.
(ix) Any previously undisclosed legislative, administrative or judicial
challenges to development on any portion of the Property owned by such Major Developer, or
any material change in the status of any such challenge that was previously disclosed in the
Official Statement, an Annual Report or a Semi-Annual Report, that could have a material
adverse affect on such Major Developer's most recently disclosed Financing Plan or
Development Plan or on the ability of such Major Developer, or any Affiliate of such Major
Developer, to pay installments of Special Taxes when due.
(x) An update of the status of any previously reported Listed Event described
in Section 5.
(c) In addition to any of the information expressly required to be provided under
Subsections (a) and (b) of this Section, the Developer shall provide such further information, if
any, as may be necessary to make the specifically required statements, in the light of the
circumstances under which they are made, not misleading.
Major Developers that are Affiliates of each other may file either separate Annual
Reports and Semi-Annual Reports or combined Annual Reports and Semi-Annual Reports
covering all such entities. Any or all of the items listed above may be included by specific
reference to other documents which have been submitted to each of the Repositories or the
Securities and Exchange Commission. If the document included by reference is a final official
statement, it must be available from the MSRB. The Developer shall clearly identify each such
other document so included by reference.
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SECTION 5. Reporting of Significant Events. (a) The following events are Listed
Events for purposes of this Agreement:
(i) Any conveyance by a Major Developer of any portion of the Property
owned by such Major Developer to an entity that is not an Affiliate of such Major Developer, the
result of which conveyance is to cause the transferee to become a Major Developer:
(ii) Any failure of a Major Developer, or any Affiliate of such Major
Developer, to pay when due taxes or Special Taxes with respect to any portion of the Property
owned by such Major Developer or Affiliate;
(iii) Any refusal to provide funds pursuant to or any termination of, or any
event of default under, any line of credit, loan or other arrangement to provide funds to a Major
Developer or its Affiliate or any other loss of a source of funds that could have a material
adverse affect on such Major Developer's most recently disclosed Financing Plan or
Development Plan or on the ability of such Major Developer, or any Affiliate of such Major
Developer, to pay installments of Special Taxes when due;
(iv) The occurrence of an Event of Bankruptcy with respect to a Major
Developer or any Affiliate of such Major Developer that owns any portion of the Property;
(v) Any significant amendments to land use entitlements for such Major
Developer's Property, if material to such Major Developer's most recently disclosed
Development Plan;
(vi) The filing of any lawsuit against a Major Developer which, in the
reasonable judgment of such Major Developer, will adversely affect the completion of the
development of Property owned by such Major Developer, or litigation which if decided against
the Major Developer, in the reasonable judgment of the Major Developer, would materially
adversely affect the financial condition of the Major Developer.
(vii) The assumption of any obligations by a Major Developer pursuant to
Section 6 hereof; and
(viii) A change in a Major Developer's fiscal year.
(b) Whenever the Developer obtains knowledge of the occurrence of a Listed Event,
the Developer shall promptly (i) determine whether such event would be material under
applicable federal securities laws and (it) if the Developer determines that such event would be
material under applicable federal securities laws, notify the Dissemination Agent and the Issuer
in writing. Such notice shall instruct the Dissemination Agent to report the occurrence pursuant
to Subsection (c) and shall be in a format suitable for reporting to the MSRB and the State
Repository, if any.
(c) If the Dissemination Agent has been instructed by the Developer to report the
occurrence of a Listed Event, the Dissemination Agent shall file a notice of such occurrence with
the MSRB, the State Repository and the Participating Underwriter.
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SECTION 6. Assumption of Obligations. If a portion of the Property owned by the
Developer, or any Affiliate of the Developer, is conveyed to a Person that, upon such
conveyance, will be a Major Developer, the obligations of the Developer hereunder with respect
to the Property owned by such Major Developer and its Affiliates may be assumed by such
Major Developer or by an Affiliate thereof. In order to effect such assumption, such Major
Developer or Affiliate shall enter into an Assumption Agreement.
SECTION 7. Termination of Reporting Obligation. The Developer's obligations
hereunder shall terminate (except as provided in Section 12) upon the earliest to occur of(a) the
legal defeasance, prior redemption or payment in full of all the Bonds, (b) the date on which
those portions of the Rule which require this written undertaking are held to be invalid by a court
of competent jurisdiction in a non-appealable action, have been repealed retroactively or
otherwise do not apply to the Bonds, (c) the'first date on which no Property Owner is a Major
Developer, (d) the first date on which the Developer (i) is no longer a Major Developer and (ii)
has no obligations hereunder with respect to any property because such obligations have been
assumed by one or more Major Developers or Affiliates thereof pursuant to an Assumption
Agreement or (e) the date as of which both of the following have occurred: (1) the Board of the
Issuer has adopted a resolution to the effect that the Issuer does not intend to issue any additional
bonds payable from Special Taxes applicable to property in the Community Facilities District
and (2) the Issuer has received a certificate from an Independent Financial Consultant to the
effect that the aggregate amount of the Maximum Special Tax applicable to the Developed
Property in the Community Facilities District is not less than 1.1 times the Maximum Annual
Debt Service on bonds payable from Special Taxes applicable to property in the Community
Facilities District then outstanding. The Developer's obligations under this Disclosure
Agreement with respect to a Person that purchased Property from the Developer and that became
a Major Developer as a result thereof shall terminate upon the earliest to occur of(w) date on
which such Person is no longer a Major Developer, (x) the date on which the Developer's
obligations with respect to such Person are assumed under an Assumption Agreement entered
into pursuant to Section 6, (y) the date on which all Special Taxes applicable to the portion of the
Property owned by such Major Developer and its Affiliates are prepaid in full and (z) the date
described in clause (e) of the preceding sentence; provided however, until the occurrence of any
of the events described in clauses (w) through (z), the Developer's obligations hereunder with
respect to each other Major Developer, if any, shall remain in full force and effect. Upon the
occurrence of any such termination prior to the final maturity of the Bonds, the Developer shall
cause the Dissemination Agent to give notice of such termination in the same manner as for a
Listed Event under Section 5(c).
SECTION 8. Dissemination Agent. The Developer may, from time to time and with the
prior written consent of the Issuer, discharge the Dissemination Agent with or without appointing
a successor Dissemination Agent. The Dissemination Agent may resign by providing thirty (30)
days' written notice to the Developer and the Issuer. If at any time there is no other designated
Dissemination Agent, the Developer shall be the Dissemination Agent. If the Dissemination
Agent is an entity other than the Developer, the Developer shall be responsible for paying the
fees and expenses of such Dissemination Agent for its services provided hereunder.
SECTION 9. Amendment: Waiver. Notwithstanding any other provision of this
Disclosure Agreement, the Developer and the Dissemination Agent may amend this Disclosure
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Agreement (and the Dissemination Agent shall agree to any amendment so requested by the
Developer, so long as such amendment does not adversely affect the rights or obligations of the
Dissemination Agent), and any provision of this Disclosure Agreement may be waived, provided
that (a) if the amendment or waiver relates to Sections 3(a), 4 or 5(a)hereof, such amendment or
waiver is made in connection with a change in legal requirements, change in law or change in the
identity, nature, or status of the Developer or the type of business conducted; (b) the
undertakings herein, as proposed to be amended or waived, would, in the opinion of Bond
Counsel approved by the Issuer and the Participating Underwriter, have complied with the
requirements of the Rule at the time of the primary offering of the Bonds, after taking into
account any amendments or interpretations of the Rule, as well as any change in circumstances;
and (c) the amendment or waiver either (i) is approved by the Bond Owners in the same manner
as provided in the Indenture for amendments to the Indenture with the consent of Bond Owners,
or (ii) does not, in the opinion of the Issuer or Bond Counsel, materially impair the interests of
the Bond Owners or Beneficial Owners of the Bonds.
SECTION 10. Additional Information. Nothing in this Disclosure Agreement shall be
deemed to prevent the Developer from disseminating any other information, using the means of
dissemination set forth in this Disclosure Agreement or any other means of communication, or
including any other information in any Annual Report or Semi-Annual Report or notice of
occurrence of a Listed Event, in addition to that which is required by this Disclosure Agreement.
If the Developer chooses to include any information in any Annual Report or Semi-Annual
Report or notice of occurrence of a Listed Event in addition to that which is specifically required
by this Disclosure Agreement, the Developer shall have no obligation under this Agreement to
update such information or include it in any future Annual Report or Semi-Annual Report or
notice of occurrence of a Listed Event.
SECTION 11. Default. In the event of a failure of the Developer or the Dissemination
Agent to comply with any provision of this Disclosure Agreement, the Dissemination Agent may
(and, at the written request of the Participating Underwriter or the Owners of at least 25% of the
aggregate principal amount of Outstanding Bonds, and upon being indemnified to its reasonable
satisfaction against the costs, expenses and liabilities to be incurred in compliance with such
request, shall), or the Participating Underwriter or any Bond Owner or Beneficial Owner of the
Bonds may, take such actions as may be necessary and appropriate, including seeking mandate
or specific performance by court order, to cause the Developer or the Dissemination Agent, as
the case may be, to comply with its obligations under this Disclosure Agreement. A default
under this Disclosure Agreement shall not be deemed an event of default under the Indenture,
and the sole remedy under this Disclosure Agreement in the event of any failure of the Developer
or the Dissemination Agent to comply with this Disclosure Agreement shall be an action to
compel performance.
SECTION 12. Duties Immunities and Liabilities of Dissemination Agent. The
Dissemination Agent shall not have any responsibility for the content of any Annual Report,
Semi-Annual Report or notice of a Listed Event. The Dissemination Agent shall have only such
duties as are specifically set forth in this Disclosure Agreement, and the Developer agrees to
indemnify and save the Dissemination Agent, its officers, directors, employees and agents,
harmless against any loss, expense and liabilities which it may incur arising out of or in the
exercise or performance of its powers and duties hereunder, including the reasonable costs and
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expenses (including attorneys fees) of defending against any claim of liability, but excluding
losses, expenses and liabilities due to the Dissemination Agent's negligence or willful
misconduct or the negligence or willful misconduct of any of its officers, directors, employees
and agents. The obligations of the Developer under this Section shall survive resignation or
removal of the Dissemination Agent and payment of the Bonds.
The Dissemination Agent will not, without the Developer's prior written consent, settle,
compromise or consent to the entry of any judgment in any pending or threatened claim, action
or proceeding in respect of which indemnification may be sought hereunder unless such
settlement, compromise or consent includes an unconditional release of the Developer and its
Affiliates from all liability arising out of any such claim, action or proceedings. A request by the
Dissemination Agent for the Developer's written consent shall be answered within a reasonable
amount of time to allow the Dissemination Agent to act in a timely manner. If any claim, action
or proceeding is settled with the consent of the Developer or if there is a judgment (other than a
stipulated final judgment without the approval of the Developer) for the plaintiff in any such
claim, action or proceeding, with or without the consent of the Developer, the Developer agrees
to indemnify and hold harmless the Dissemination Agent to the extent described herein.
SECTION 13. Notices. Any notices or communications to or among any of the parties to
this Disclosure Agreement may be given as follows:
Issuer: Board of Directors
Truckee Donner Public Utility District, as legislative body
of Truckee Donner Public Utility District Community
Facilities District No. 03-1 (Old Greenwood)
P.O. Box 309
Truckee, California 96160
Attn: General Manager
Dissemination Agent: MuniFinancial
27358 Via Industria, Suite 110
Temecula, CA 92590
Attn:
Developer: Old Greenwood LLC
c/o East West Partners
10164 Donner Pass Rd., Suite 3
Truckee, CA 96161
Attn:
Participating Underwriter: UBS Financial Services Inc.
777 South Figueroa Street, 50"' Floor
Los Angeles, CA 90017
Attn: Public Finance
SECTION 14. Beneficiaries. This Disclosure Agreement shall inure solely to the benefit
of the Issuer, the Dissemination Agent, the Developer, the Participating Underwriter and Bond
I
Truckee DeveloperDiselosureAgreement, CDA.doc
Owners and Beneficial Owners from time to time of the Bonds, and shall create no rights in any
other person or entity.
SECTION 15. Assignability. The Developer shall not assign this Disclosure Agreement
or any right or obligation hereunder except to the extent permitted to do so under the provisions
of Section 6 hereof. The Dissemination Agent may, with prior written notice to the Developer
and the Issuer, assign this Disclosure Agreement and the Dissemination Agent's rights and
obligations hereunder to a successor Dissemination Agent.
SECTION 16. Merger. Any person succeeding to all or substantially all of the
Dissemination Agent's corporate trust business shall be the successor Dissemination Agent
without the filing of any paper or any further act.
SECTION 17. Severability. In case any one or more of the provisions contained herein
shall for any reason be held to be invalid, illegal or unenforceable in any respect, such invalidity,
illegality or unenforceability shall not affect any other provision hereof.
SECTION 18. Goveming Law. The validity, interpretation and performance of this
Disclosure Agreement shall be governed by the laws of the State of California.
SECTION 19. Counterparts. This Disclosure Agreement may be executed in several
counterparts, each of which shall be an original and all of which shall constitute but one and the
same instrument.
[OLD GREENWOOD LLC SIGNATURE BLOCK
TO COME]
By:
Its:
MUNIF'INANCIAL, as Dissemination Agent
By:
Its:
12
Truckee DeveloperDisclosureAgreement,CDA.doc
EXHIBIT A
NOTICE TO MUNICIPAL SECURITIES RULEMAKING BOARD OF FAILURE TO
FILE ANNUAL REPORT
Name of Obligated Person: Old Greenwood LLC, a California general partnership
Name of Bond Issue: Truckee Donner Public Utility District Community Facilities
District No. 03-1 (Old Greenwood) Special Tax Bonds
Date of Issuance: 12003
NOTICE IS HEREBY GIVEN that Old Greenwood LLC has not provided [an Annual
Report] [a Semi-Annual Report] with respect to the above-named Bonds as required by Section 3
of the Developer Continuing Disclosure Agreement, dated as of December 1, 2003. The
Developer anticipates that the required report will be filed by
Dated:
MUNIFINANCIAL, as Dissemination
Agent
By:
cc: Old Greenwood LLC
Issuer
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Truckee DeveloperDiselosureAgreement,CDA.doc
Agenda Item #'
TRUCKEE DONNER PUBLIC UTILITY DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 03-1 (OLD GREENWOOD)
SPECIAL TAX BONDS
BOND PURCHASE AGREEMENT
, 2003
Board of Directors
Truckee Donner Public Utility District, as legislative
body of Truckee Donner Public Utility
District Community Facilities District
No. 03-1 (Old Greenwood)
P.O. Box 309
Truckee, California 96160
Gentlemen:
UBS Financial Services Inc. (the "Underwriter"), acting not as a fiduciary or agent for
you, but on behalf of itself, offers to enter into this Bond Purchase Agreement with Truckee
Donner Public Utility District Community Facilities District No. 03-1 (Old Greenwood) (the
"Community Facilities District") which, upon acceptance, will be binding upon the Community
Facilities District and the Underwriter. This offer is made subject to its acceptance by the
Community Facilities District on the date hereof, and it is subject to withdrawal by the
Underwriter upon notice delivered to the Community Facilities District at any time prior to the
acceptance by the Community Facilities District. Capitalized terms that are used in this offer and
not otherwise defined herein shall have the respective meanings ascribed to them in the Indenture
(as hereinafter defined).
1. Purchase, Sale and Delivery of the Bonds
(a) Subject to the terms and conditions, and in reliance upon the representations,
warranties and agreements set forth herein, the Underwriter agrees to purchase from the
Community Facilities District, and the Community Facilities District agrees to sell to the
Underwriter, all (but not less than all) of the Truckee Donner Public Utility District Community
Facilities District No. 03-1 (Old Greenwood) Special Tax Bonds (the `Bonds") in the aggregate
principal amount specified in Exhibit A hereto. The Bonds shall be dated the Closing Date (as
hereinafter defined), bear interest from said date (payable semiannually on March 1 and
September 1 in each year, commencing March 1, 2004) at the rates per annum, and mature on the
dates and in the amounts set forth in Exhibit A hereto. The purchase price for the Bonds shall be
$ (representing the principal amount of the Bonds, less an Underwriter's
discount of$ , and [less net original issue discount] [plus net original issue premium]
of$
OldGmwd,BondPurchaseA reemnt(3)doc2? °_'.O
(b) The Bonds shall be substantially in the form described in, shall be issued and
secured under the provisions of, and shall be payable and be subject to redemption as provided
in, a Trust Indenture (the "Indenture"), dated December 1, 2003, by and between the District and
BNY Western Trust Company(the"Trustee").
(c) The Underwriter has previously distributed to potential purchasers of the Bonds
the Preliminary Official Statement for the Bonds, dated 2003 (which Preliminary
Official Statement, together with its cover page and all appendices thereto, is herein referred to
as the "Preliminary Official Statement" and which, as amended with the prior approval of the
Underwriter and executed by the Community Facilities District, will be referred to herein as the
"Official Statement"). Such distribution of the Preliminary Official Statement by the
Underwriter subsequent to its receipt of a certificate from the Community Facilities District
deeming the Preliminary Official Statement final for purposes of Rule 15c2-12 of the Securities
and Exchange Commission ("Rule 15c2-12"). The Community Facilities District hereby ratifies
the use by the Underwriter of the Preliminary Official Statement and authorizes the Underwriter
to use and distribute the Official Statement, the Indenture, the Community Facilities District
Continuing Disclosure Agreement, dated as of December 1, 2003, by and between the
Community Facilities District and MuniFinancial, as Dissemination Agent (the "District
Continuing Disclosure Agreement'), this Bond Purchase Agreement, any other documents or
contracts to which the Community Facilities District is a party, and all information contained
therein, and all other documents, certificates and statements furnished by the Community
Facilities District to the Underwriter in connection with the transactions contemplated by this
Bond Purchase Agreement, in connection with the offer and sale of the Bonds by the
Underwriter.
(d) At 8:00 A.M., Pacific Daylight Time, on , 2003, or at such earlier
time or date as shall be agreed upon by the Underwriter and the Community Facilities District
(such time and date being herein referred to as the "Closing Date"), the Community Facilities
District will deliver(i) to The Depository Trust Company in New York, New York, the Bonds in
definitive form (all Bonds being in book-entry form registered in the name of Cede & Co. and
having the CUSIP numbers assigned to them printed thereon), duly executed by the officers of
the District as the officials of the Community Facilities District as provided in the Indenture, and
(ii) to the Underwriter, at the Newport Beach, California offices of Stradling Yocca Carlson&
Rauth, a Professional Corporation ("Bond Counsel"), the documents herein mentioned; and the
Underwriter shall accept such delivery and pay the purchase price of the Bonds in same day
funds (such delivery and payment being herein referred to as the "Closing").
(e) The Underwriter agrees to make a bona fide public offering of the Bonds at the
initial offering prices set forth in the Official Statement, which prices may be changed from time
to time by the Underwriter after such offering.
2. Representations, Warranties and Agreements of the Community Facilities
District The Community Facilities District represents, warrants and covenants to and agrees
with the Underwriter that:
(a) The District is duly organized and is validly existing under the Constitution and
laws of the State as a public utility district, has full legal right, power, and authority to execute,
2
O1dGrnwd BondPurehaseAreemnt f3)doc?3��3;_ n�
deliver and perform its obligations under the Acquisition and Disclosure Agreement, dated as of
October 1, 2003 (the "Acquisition Agreement') between Old Greenwood LLC, a
limited liability company (the "Developer") and the District and to carry out all transactions
contemplated by the Acquisition Agreement.
(b) The District has duly adopted a resolution forming the Community Facilities
District(the "Resolution of Formation") and an ordinance authorizing the levy of a special tax on
the taxable property within the Community Facilities District (the "Special Tax Ordinance") and
all other ordinances and resolutions referred to in the Resolution of Formation and the Special
Tax Ordinance. The District has caused to be recorded in the real property records of the County
of Nevada a Notice of Special Tax Lien(the "Notice of Special Tax Lien")(such ordinances and
resolutions and Notice of Special Tax Lien being collectively referred to herein as the
"Formation Documents"). Each of the Formation Documents remains in full force and effect as
of the date hereof and has not been amended.
(c) The Community Facilities District is duly organized and validly existing as a
community facilities -district under the Mello-Roos Community Facilities Act of 1982, as
amended (the "Act") and the laws of the State of California and has, or at the Closing Date will
have, as the case may be, full legal right, power and authority (i)to execute, deliver and perform
its obligations under this Bond Purchase Agreement, the Indenture and the District Continuing
Disclosure Agreement, and to carry out all transactions contemplated by each of such
agreements,(ii)to issue, sell and deliver the Bonds to the Underwriter pursuant to the Indenture
as provided herein, and (iii)to carry out, give effect to and consummate the transactions
contemplated by the Formation Documents and the Official Statement and by the Indenture, this
Bond Purchase Agreement, the District Continuing Disclosure Agreement and the Acquisition
Agreement (collectively, the"Community;Facility District Documents");
(d) The Community Facilities District has complied, and at the Closing Date will be
in compliance, in all material respects, with the Act and the Community Facilities District
Documents; and any immaterial compliance therewith by the Community Facilities District, if
any, will not impair the ability of the Community Facilities District to carry out, give effect to or
consummate the transactions contemplated by the foregoing. From and after the date of issuance
of the Bonds, the Community Facilities District will continue to comply with the Act and the
covenants of the Community Facilities District contained in the Community Facilities District
Documents;
(e) The District has duly and validly: (i) taken or caused to be taken; all proceedings
necessary under the Act and the Constitution and laws of the State of California in order to form
the Community Facilities District, to authorize the levy of a special tax (the "Special Tax") on
the taxable property within the Community Facilities District pursuant to the Rate and Method of
Apportionment of Special Tax approved pursuant to the Resolution of Formation (the "Rate and
Method of Apportionment'), to cause the Special Tax to be secured by a continuing lien on each
parcel of Taxable Property (as defined in the Rate and Method of Apportionment) and to
authorize the sale and issuance of the Bonds, (ii) authorized and approved the execution and
delivery of the Community Facilities District Documents, (iii) authorized the preparation and
delivery of the Preliminary Official Statement and the Official Statement, and (iv) authorized and
approved the performance by the Community Facilities District of its obligations contained in,
3
O1dGrnwd.BondPurchasek�reemitt f3)doc���'°,�—;-E.ri�t'
and the taking of any and all action as may be necessary to carry out, give effect to and
consummate the transactions contemplated by, each of said Community Facilities District
Documents (including, without limitation, the collection of the Special Tax); and the Community
Facilities District has been validly formed, the Special Tax has been approved and its levy
authorized, and (assuming due authorization, execution and delivery by other parties thereto,
where necessary) the Community Facilities District Documents and the Bonds will constitute the
valid, legal and binding obligations of the Community Facilities District enforceable in
accordance with their respective terms, subject to bankruptcy, insolvency, reorganization,
moratorium and other laws affecting the enforcement of creditors' rights in general and to the
application of equitable principles;
(1) The Community Facilities District is not in breach of or default under any
applicable law or administrative rule or regulation of the United States or the State of California,
or of any department, division, agency or instrumentality of either of them, or under any
applicable court or administrative decree or order, or under any loan agreement, note, resolution,
indenture, contract, agreement or other instrument to which the Community Facilities District is
a party or is otherwise subject or bound, a consequence of which could be to materially and
adversely affect the performance by the Community Facilities District of its obligations under
the Community Facilities District Documents or the Bonds; and compliance with the provisions
of each thereof will not conflict with or constitute a breach of or default under any applicable law
or administrative rule or regulation of the United States or the State of California, or of any
department, division, agency or instrumentality of either of them, or under any applicable court
or administrative decree or order, or a material breach of or default under any loan agreement,
note, resolution, indenture, contract, agreement or other instrument to which the Community
Facilities District is a party or is otherwise subject or bound;
(g) Except for compliance with the "blue sky" or other states securities law filings, as
to which the Community Facilities District makes no representations, all approvals, consents,
authorizations, elections and orders of or filings or registrations with any State governmental
authority, board, agency or commission having jurisdiction which would constitute a condition
precedent to, or the absence of which would materially adversely affect, the performance by the
Community Facilities District of its obligations hereunder, or under the Community Facilities
District Documents or the Bonds, have been obtained and are in full force and effect;
(h) The Special Tax has been duly and lawfully authorized and may be levied and
collected under the laws of the State of California; and, when levied, the Special Tax will
constitute a valid and legally binding continuing lien on the properties on which it levied;
(i) Until the date which is twenty-five (25) days after the "end of the underwriting
period" (as hereinafter defined), if any event shall occur of which the Community Facilities
District becomes aware, as a result of which it may be necessary to supplement the Official
Statement in order to make the statements in the Official Statement, in light of the circumstances
existing at such time, not misleading, the Community Facilities District shall forthwith notify the
Underwriter of such event and shall cooperate fully in furnishing any information available to it
for any supplement to the Official Statement necessary so that the statements therein, as so
supplemented, will not be misleading in light of the circumstances existing at such time; and the
Community Facilities District shall promptly furnish to the Underwriter a reasonable number of
4
OldGrnwd,BondPurchaseAereemnt
_. ..... ,
copies of such supplement (as used herein, the term "end of the underwriting period" means the
later of such time as (i) the Community Facilities District delivers the Bonds to the Underwriter,
or (ii) the Underwriter does not retain, directly or as a member of an underwriting syndicate, an
unsold balance of the Bonds for sale to the public; and, unless the Underwriter delivers written
notice to the contrary to the Community Facilities District prior to the Closing specifying another
date to be deemed the "end of the underwriting period," the "end of the underwriting period"
shall be deemed to be the Closing Date);
0) The Indenture creates a valid pledge of the Net Special Taxes and the moneys in
Special Tax Fund established pursuant to the Indenture, including the investments thereof,
subject in all cases to the provisions of the Indenture permitting the application thereof for the
purposes and on the terms and conditions set forth therein;
(k) Except as disclosed in the Official Statement, no action, suit, proceeding, inquiry
or investigation, at law or in equity, before or by any court, regulatory agency, public board or
body is pending or, to the knowledge of the Community Facilities District, threatened against the
Community Facilities District (i) which would materially adversely affect the ability of the
Community Facilities District to perform its obligations under the Community Facilities District
Documents or the Bonds, or (ii) seeking to restrain or to enjoin: (A) the development of any of
the land within the Community Facilities District, (B) the issuance, sale or delivery of the Bonds,
(C) the application of the proceeds thereof in accordance with the Indenture or the Acquisition
Agreement, or (D) the collection or application of the Special Tax, or the pledge thereof, or in
any way contesting or affecting the validity or enforceability of the Bonds, the Community
Facilities District Documents, any tentative or final subdivision map or building permits
applicable to property within the Community Facilities District, any other instruments relating to
the development of any of the property within the Community Facilities District, or any action
contemplated by any of said documents, or (iii) in any way contesting the completeness or
accuracy of the Preliminary Official Statement or the Official Statement or the powers or
authority of the Community Facilities District with respect to the Bonds, the Community
Facilities District Documents, or any action of the Community Facilities District contemplated
by any of said documents; nor is there any action pending or, to the knowledge of the
Community Facilities District, threatened against the Community Facilities District which
alleges that interest on the Bonds is not excludable from gross income for federal income tax
purposes or is not exempt from California personal income taxation;
(1) The District and the Community Facilities District 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 for the Underwriter to qualify the Bonds for offer
and sale under the "Blue Sky" or other securities laws and regulations of such states and other
jurisdictions of the United States as the Underwriter may designate; provided, however, neither
the District nor the Community Facilities District shall not be required to register as a dealer or a
broker of securities or to consent to service of process in connection with any blue sky filing;
(m) Any certificate signed by any authorized official of the District or the Community
Facilities District authorized to do so shall be deemed a representation and warranty to the
Underwriter as to the statements made therein;
5
OldGrnwdBondPurchaseAercemnt(3)docZ?4''
(n) The Community Facilities District will apply the proceeds of the Bonds in
accordance with the Indenture and the Acquisition Agreement and as described in the Official
Statement;
(o) The Official Statement (except the portion thereof entitled "THE
DEVELOPMENT AND PROPERTY OWNERSHIP AND DEVELOPMENT," as to which no
view need be expressed) is, as of the date thereof, and will be, as of the Closing Date, true,
correct and complete in all material respects; and the Official Statement (except the portion
thereof mentioned above, as to which no view need be expressed), does not, as of the date
thereof, and will not, as of the Closing Date, contain any untrue statement of a material fact or
omit to state a material fact required to be stated therein or necessary to make the statements
therein, in light of the circumstances under which they were made, not misleading; and
(p) The Preliminary Official Statement heretofore delivered to the Underwriter has
been deemed final by the Community Facilities District as of its date, except for the omission of
such information as is permitted to be omitted in accordance with paragraph (b)(1) of Rule 15c2-
12. The Community Facilities District hereby covenants and agrees that, within seven (7)
business days from the date hereof, or (upon reasonable written notice from the Underwriter)
within sufficient time to accompany any confirmation requesting payment from any customers of
the Underwriter, the Community Facilities District shall cause a final printed form of the Official
Statement to be delivered to the Underwriter in a quantity mutually agreed upon by the
Underwriter and the Community Facilities District so that the Underwriter may comply with
paragraph(b)(4) of Rule 15c2-12 and Rules G-12, G-15, G-32 and G-36 of the Municipal
Securities Rulemaking Board.
3. Conditions to the Obligations of the Underwriter. The obligations of the
Underwriter to accept delivery of and pay for the Bonds on the Closing Date shall be subject, at
the option of the Underwriter, to the accuracy in all material respects of the representations and
warranties on the part of the Community Facilities District contained herein, as of the date hereof
and as of the Closing Date, to the accuracy in all material respects of the statements of the
officers and other officials of the Community Facilities District and the statements of the officers
and other officials of the Developer made in any certificates or other documents furnished
pursuant to the provisions hereof, to the performance by the Community Facilities District of its
obligations to be performed hereunder at or prior to the Closing Date and to the following
additional conditions:
(a) At the Closing Date, the Community Facilities District Documents and the
Developer Continuing Disclosure Agreement, dated as of December 1, 2003, between the
Developer and MuniFinancial, as dissemination agent (the "Developer Continuing Disclosure
Agreement') shall be in full force and effect, and shall not have been amended, modified or
supplemented, except as may have been agreed to in writing by the Underwriter, and there shall
have been taken in connection therewith, with the issuance of the Bonds and with the
transactions contemplated thereby and by this Bond Purchase Agreement, all such actions as, in
the opinion of Bond Counsel, shall be necessary and appropriate;
(b) Between the date hereof and the Closing Date, the market price or marketability
of the Bonds at the initial offering prices set forth in the Official Statement shall not have been
6
O1dGmwd.BondPurchaseAereemnt("i)doc?35234-44)(�C
....
materially adversely affected, in the judgment of the Underwriter (evidenced by a written notice
to the Community Facilities District terminating the obligation of the Underwriter to accept
delivery of and pay for the Bonds)by reason of any of the following:
(1) legislation introduced in or enacted (or resolution passed) by the Congress
of the United States of America or recommended to the Congress by the President of the United
States, the Department of the Treasury, the Internal Revenue Service, or any member of
Congress, or favorably reported for passage to either House of Congress by any committee of
such House to which such legislation had been referred for consideration or a decision rendered
by a court established under Article III of the Constitution of the United States of America or by
the Tax Court of the United States of America, or an order, ruling, regulation (final, temporary or
proposed), press release or other form of notice issued or made by or on behalf of the Treasury
Department or the Internal Revenue Service of the United States of America, with the purpose or
effect, directly or indirectly, of imposing federal income taxation upon the interest that would be
received by the holders of the Bonds beyond the extent to which such interest is subject to
taxation as of the date hereof,
(2) legislation introduced in or enacted (or resolution passed) by the Congress
of the United States of America, or an order, decree or injunction issued by any court of
competent jurisdiction, or an order, ruling, regulation (final, temporary or proposed), press
release or other form of notice issued or made by or on behalf of the Securities and Exchange
Commission, or any other governmental agency having jurisdiction of the subject matter, to the
effect that obligations of the general character of the Bonds, or the Bonds, including any or all
underlying arrangements, are not exempt from registration under or other requirements of the
Securities Act of 1933, as amended, or that the Indenture is not exempt from qualification under
or other requirements of the Trust Indenture Act of 1939, as amended, or that the issuance,
offering or sale of obligations of the general character of the Bonds, or of the Bonds, including
any or all underwriting arrangements, as contemplated hereby or by the Official Statement or
otherwise is or would be in violation of the federal securities laws, rules or regulations as
amended and then in effect;
(3) the occurrence of any outbreak of hostilities or other national or
international calamity or crisis, or the escalation of an existing national or international calamity
or crisis, the effect of such outbreak, calamity or crises on the financial markets of the United
States being such as would make it impracticable, in the reasonable opinion of the Underwriter,
for the Underwriter to sell the Bonds (it being acknowledged by the Underwriter that as of the
date hereof no such event is occurring);
(4) establishment of any new restrictions on securities materially affecting the
free market for securities (including the imposition of any limitations on interest rates) or the
charge to the net capital requirements of the Underwriter established by the New York Stock
Exchange, the Securities and Exchange Commission, any other Federal or state agency or the
Congress of the United States, or by Executive Order;
(5) any amendment to the federal or California Constitution or action by any
federal or California court, legislative body, regulatory body or other authority materially
adversely affecting the tax status of the Community Facilities District, its property, income,
7
OIdC nwd BondPurchaceA�reemnt(i)doc"" ° .^^
_ _......
securities (or interest thereon), the validity or enforceability of the Special Tax or the ability of
the Community Facilities District to construct or acquire the improvements as contemplated by
the Community Facilities District Documents or the Official Statement or the right of any owner
of the property within the Community Facilities District to develop such property in the manner
described in the Official Statement; or
(6) any event occurring, or information becoming known, which, in the
judgment of the Underwriter, makes untrue in any material respect any statement or information
contained in the Official Statement, or results in the Official Statement containing any untrue
statement of a material fact or omitting to state a material fact required to be stated therein or
necessary to make the statements therein, in light of the circumstances under which they were
made, not misleading.
(c) On the Closing Date, the Underwriter shall have received counterpart originals or
certified copies of the following documents, in each case satisfactory in form and substance to
the Underwriter:
(1) The Community Facilities District Documents, together with a certificate
dated as of the Closing Date of the Secretary of the Board to the effect that each such document
is a true, correct and complete copy of the one duly approved by the Board;
District; (2) The Official Statement, duly executed by the Community Facilities
(3) The opinion of Bond Counsel, dated the Closing Date and addressed to the
Community Facilities District, in substantially the form attached to the Preliminary Official
Statement as APPENDIX G, and a reliance letter from such firm, dated the Closing Date and
addressed to the Underwriter, to the effect that such approving opinion addressed to the
Community Facilities District may be relied upon by the Underwriter to the same extent as if
such opinion was addressed to them;
(4) The supplemental opinion of Bond Counsel, dated the Closing Date and
addressed to the Underwriter, to the effect that (i) this Bond Purchase Agreement, the Indenture
and the Community Facilities District Continuing Disclosure Agreement have been duly
authorized, executed and delivered by the Community Facilities District, and, assuming such
agreements constitute valid and binding obligations of the other parties thereto, constitute the
legally valid and binding agreements of the Community Facilities District enforceable in
accordance with their respective terms, except as enforcement may be limited by bankruptcy,
moratorium, insolvency or other laws affecting creditor's rights or remedies and is subject to
general principles of equity; (ii) the Bonds are not subject to the registration requirements of the
Securities Act of 1933, as amended, and the Indenture is exempt from qualification pursuant to
the Trust Indenture Act of 1939, as amended; (iii) a notice of Special Tax lien meeting the
requirements of the Act has been duly recorded in the Office of the County Recorder of the
County of Nevada in accordance with the provisions of the Act; and (iv) the statements
contained in the Official Statement under the captions "THE BONDS," "SOURCES OF
PAYMENT FOR THE BONDS," "SPECIAL RISK FACTORS," "TAX MATTERS," and
"CONTINUING DISCLOSURE," and in APPENDIX D and APPENDIX G, insofar as such
8
OldGrnwd.BondPurehaseAgreemnt(3)doc2'462;°-4-D0G
statements expressly summarize certain provisions of the Bonds, the Indenture, the other
agreements and the opinion of such firm concerning the exclusion from gross income for federal
income tax purposes and exemption from State of California personal income taxes of interest on
the Bonds, are accurate in all material respects;
(5) The opinion of Stradling Yocca Carlson & Rauth, a Professional
Corporation, dated the Closing Date and addressed to the Community Facilities District and to
the Underwriter, to the effect that, without having undertaken to determine independently the
accuracy or completeness of the statements contained in the Official Statement, but on the basis
of their participation in conferences with representatives of the Community Facilities District,
each Developer, the Appraiser and others, and their examination of certain documents, nothing
has come to their attention which has led them to believe that the Official Statement contains any
untrue statement of a material fact or omits to state a material fact required to be stated therein or
necessary to make the statements therein, in light of the circumstances under which they were
made, not misleading (except that no opinion or belief need be expressed as to any financial
statements or other financial, statistical or engineering data or forecasts, numbers, charts,
estimates, projections, assumptions, or expressions of opinion, any information about valuation,
appraisals, absorption, archeological or environmental matters, or any information about The
Depository Trust Company or the book-entry-only system);
(6) A certificate, dated the Closing Date and signed by an authorized
representative of the Community Facilities District, ratifying the use and distribution by the
Underwriter of the Preliminary Official Statement and the Official Statement in connection with
the offering and sale of the Bonds and certifying that (i) the representations and warranties of the
Community Facilities District contained in Section 2 hereof are true and correct in all material
respects on and as of the Closing Date with the same effect as if made on the Closing Date
except that all references therein to the Preliminary Official Statement shall be deemed to be
references to the Official Statement; (ii) to the best of his or her knowledge, no event has
occurred since the date of the Official Statement affecting the matters contained therein which
should be disclosed in the Official Statement for the purposes for which it is to be used in order
to make the statements and information contained in the Official Statement not misleading in any
material respect, and the Bonds and the Community Facilities District Documents conform as to
form and tenor to the descriptions thereof contained in the Official Statement; and (iii) the
Community Facilities District has complied with all the agreements and satisfied all the
conditions on its part to be performed or satisfied under the Community Facilities District
Documents and the Official Statement at or prior to the Closing Date;
(7) An opinion, dated the Closing Date and addressed to the Underwriter, of
Dennis W. De Cuir, A Law Corporation, Special Counsel for the District, dated the Closing Date
and addressed to the Underwriter, to the effect that (i) the District was duly organized and is
validly existing under the Constitution and laws of the State as a public utility district; (ii) the
District has full legal right, power, and authority to execute and deliver, on behalf of the
Community Facilities District, the Community Facilities District Documents, (in) the
Community Facilities District have been duly authorized, executed, and delivered by the District
on behalf of the Community Facilities District and, assuming due authorization and execution by
any other applicable parties thereto, the Community Facilities District Documents constitute the
valid and binding obligations of the Community Facilities District, enforceable in accordance
9
OldGrnwd,BondPurchaseAgreemnt(3)doc24J239_'.^^C
with their respective terms, subject to laws relating to bankruptcy, insolvency, or other laws
affecting the enforcement of creditors' rights generally and the application of equitable principles
if equitable remedies are sought; (iv) the District adopted the resolutions and ordinances forming
the Community Facilities District, confirming the Special Tax, approving the Community
Facilities District Documents and authorizing the sale and issuance of the Bonds at meetings of
the Board which were called, held and conducted pursuant to law and with all public notice
required by law and at which a quorum was present and acting throughout, and such resolutions
and ordinances are now in full force and effect and have not been amended, modified or
rescinded; (v) to the best of such counsel's knowledge, after due inquiry, there are no actions,
suits, proceedings, inquiries, or investigations, at law or in equity, before or by any court,
governmental agency, public board, or body, pending or threatened against the District or the
Community Facilities District, for which the District or the Community Facilities District has
been served, to restrain or enjoin the formation of the Community Facilities District, the issuance
of the Bonds, the collection or application of the Special Tax, or the payment of principal of and
interest on the Bonds, or in any way contesting the validity of the Bonds or the other District
Documents or this Bond Purchase Agreement; (vi) the execution and delivery of the Community
Facilities District Documents and the approval of the Official Statement, and compliance with
the provisions thereof and hereof, under the circumstances contemplated thereby, do not and will
not in any material respect conflict with or constitute on the part of the District or the
Community Facilities District a breach of or default under any agreement or other instrument to
which either is a party or by which either is bound or any existing law, regulation, court order or
consent decree to which either is subject; (vii) the Special Tax constituting the security for the
Bonds has been duly and lawfully levied under and pursuant to the Act and constitutes valid and
legally binding liens on the properties on which it has been levied; and (viii) to the best of such
counsel's knowledge, without conducting an independent investigation, the information
contained in the Official Statement relating to the District, the Community Facilities District, the
Special Tax and the Bonds (except for the financial statements and other financial, statistical or
engineering data or forecasts, numbers, charts, estimates, projections, assumptions, or
expressions of opinion, any information about valuation, appraisals, absorption, archeological or
environmental matters, the Appendices thereto, or any information about The Depository Trust
Company or the book-entry-only system, as to which no view need be expressed) is correct in all
material respects and does not contain any untrue or misleading statement of a material fact or
omit a material fact required to be stated therein or necessary to make the statements therein, in
light of the circumstances under which they were made, not misleading;
(8) An opinion, dated the date of the Closing and addressed to the
Underwriter, of Nossaman, Guthner, Knox & Elliott, LLP, counsel to the Underwriter, in such
form as may be acceptable to the Underwriter and counsel to the Underwriter, including an
opinion that the Bonds are not subject to the registration requirements of the Securities Act of
1933, as amended.
(9) The District Continuing Disclosure Agreement, in substantially the form
set forth in APPENDIX E of the Official Statement;
(10) The Developer Continuing Disclosure Agreement, in substantially the
form set forth in APPENDIX F of the Official Statement;
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OldGmwd.BondPurchaseAareemnt(3)doc_'?52?9_4-D,C
(11) A certificate of the Developer, dated the Closing Date, in substantially the
form attached hereto as Exhibit B;
(12) An opinion of Hefner, Start & Marois, counsel to the Developer, dated the
date of the Closing and addressed to the Community Facilities District and the Underwriter, in
form and substance acceptable to the Underwriter and Underwriter's Counsel in substantially the
form set forth in Exhibit C hereto;
(13) A certificate, dated the Closing Date, of MuniFinancial ("MuniFinancial")
to the effect that (i) the Special Tax, if collected in the maximum amounts permitted pursuant to
the Rate and Method of Apportionment, will generate in each Fiscal Year at least 110% of the
debt service payable with respect to the Bonds in the calendar year that begins in such Fiscal
Year, based on such assumptions and qualifications as shall be acceptable to the Community
Facilities District and the Underwriter; (ii) all information supplied by MuniFinancial to the
Appraiser, as hereinafter defined, is true and correct as of the date of the Official Statement and
as of the Closing Date, based on such assumptions as may have been supplied to such firm by the
Appraiser, (iii) the information contained in the Appraisal with respect to taxes and tax rates
applicable, and projected to be applicable, to the property in the Community Facilities District is
consistent with such information provided by MuniFinancial to the Appraiser; (iv)the statements
concerning the Rate and Method of Apportionment and the statistical and financial dataa set forth
in the tables and discussion in the Official Statement which were derived from information
supplied by MuniFinancial for use in the Official Statement and in APPENDIX A thereto are
true, correct and complete in all material respects and do not contain any untrue statement of a
material fact or omit to state a material fact required to be stated therein or necessary to make the
statements therein, in light of the circumstances under which they were made, not misleading and
no events or occurrences have been ascertained by MuniFinancial or have come to its attention
that would substantially change such information set forth in the Official Statement; (v)
MuniFinancial has the full power and authority to enter into and perform its duties under the
District Continuing Disclosure Agreement and the Developer Continuing Disclosure Agreement
(collectively, the "Continuing Disclosure Agreements"); and (vi) the Continuing Disclosure
Agreements have been duly authorized, executed and delivered by MuniFinancial and constitute
the valid and binding obligation of MuniFinancial in accordance with their respective terms.
(14) A letter from Brown, Chudleigh, Schuler, Donaldson & Associates (the
"Appraiser"), dated the Closing Date and addressed to the Community Facilities District and the
Underwriter, to the effect that the Appraiser has prepared the appraisal report with respect to the
property located within the Community Facilities District dated as of November 3, 2003 (with an
effective value date of November 1, 2003) (the "Appraisal") and that: (a) the Appraisal was
included in the Preliminary Official Statement and the Official Statement with its permission,
(b) neither the Appraisal nor the information in the Official Statement referring to it contains any
untrue statement of a material fact or omits to state a material fact necessary in order to make the
statements therein, in light of the circumstances under which they were made, not misleading, (e)
in its opinion, the assumptions made in the Appraisal referred to in the Official Statement are
reasonable, and (d) no events or occurrences have been ascertained by the Appraiser or have
come to the Appraiser's attention that would materially change the opinion set forth in the
Appraisal;
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OldGrnwd.BondPurchaseAgreemnt
(15) A certificate of the Trustee, dated the Closing Date, in form and substance
reasonably acceptable to the Underwriter;
(16) An opinion, dated the Closing Date and addressed to the Underwriter and
the Community Facilities District, of counsel to the Trustee in form and substance acceptable to
the Community Facilities District and the Underwriter;
(17) A certificate of Fieldman, Rolapp & Associates, the District's Financial
Advisor, dated the date of the Closing, to the effect that while the Financial Advisor has not
independently verified or undertaken an independent investigation of the information in the
Preliminary Official Statement and the Official Statement, based on its participation in the
preparation and review of the Preliminary Official Statement and Official Statement, no
information has come to its attention which would lead it to believe that the information
contained in the Preliminary Official Statement and Official Statement is as of the date of
delivery of the Bonds, not true or correct in all material respects, or that the Preliminary Official
Statement and the Official Statement contains any untrue statement of a material fact or omits to
state a material fact where necessary to make a statement not misleading in light of the
circumstances under which it was made.
(18) Evidence satisfactory to the Underwriter that no ad valorem taxes,
assessments, special taxes or Special Tax applicable to the property within Community Facilities
District are delinquent; and
(19) 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 Closing Date, of the statements and information contained in the
Preliminary Official Statement and the Official Statement, of the Community Facilities District's
representations and warranties contained herein, and of the Developer's representations and
warranties set forth in their certificates hereto and the due performance or satisfaction by,the
Community Facilities District at or prior to the Closing of all agreements then to be performed
and all conditions then to be satisfied by the Community Facilities District in connection with the
transactions contemplated hereby and by the Official Statement.
If the Community Facilities District shall be unable to satisfy the conditions to the
obligations of the Underwriter to purchase, accept delivery of and pay for the Bonds contained in
this Bond Purchase Agreement, or if the obligations of the Underwriter to purchase, accept
delivery of and 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 Underwriter
nor the Community Facilities District shall be under any further obligation hereunder, except that
the respective obligations of the Community Facilities District and the Underwriter set forth in
Section 5 and Section 6 hereof shall continue in full force and effect.
4. Conditions of the Community Facilities District's Obligations The Community
Facilities Districts obligations hereunder are subject to the Underwriter's performance of its
obligations hereunder, and are also subject to the following conditions:
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_ _ _....
(a) As of the Closing Date, no litigation shall be pending or, to the knowledge of the
duly authorized officer of the Community Facilities District executing the certificate referred to
in Section 3(c)(6) hereof, threatened, to restrain or enjoin the issuance or sale of the Bonds or in
any way affecting any authority for or the validity of the Bonds or the Community Facilities
District Documents or the existence or powers of the Community Facilities District; and
(b) As of the Closing Date, the Community Facilities District shall receive the
opinions referred to in Section 3(e)(3) and (5) hereof.
5. Expenses. Whether or not the Bonds are delivered to the Underwriter as set forth
herein:
(a) The Underwriter shall be under no obligation to pay, and the Community
Facilities District shall pay or cause to be paid (out of any legally available funds of the
Community Facilities District) all expenses incident to the performance of the Community
Facilities District's obligations hereunder, including, but not limited to, the cost of preparing and
delivering the Bonds to DTC, the cost of preparation, printing, distributing and delivering of the
Indenture, the Preliminary Official Statement, the Official Statement and all other agreements
and documents contemplated hereby (and drafts of any thereof) in such reasonable quantities as
requested by the Underwriter; and the fees and disbursements of the Trustee, Bond Counsel,
Disclosure Counsel and any financial advisors, special tax consultants, appraisers, accountants,
engineers or any other experts or consultants the Community Facilities District retained in
connection with the Bonds; and
(b) The Community Facilities District shall be under no obligation to pay, and the
Underwriter shall pay, any fees of the California Debt and Investment Advisory Commission, the
cost of preparation of any "blue sky" or legal investment memoranda and this Bond Purchase
Agreement; expenses to qualify the Bonds for sale under any "blue sky" or other state securities
laws; and all other expenses incurred by the Underwriter in connection with its public offering
and distribution of the Bonds (except those specifically enumerated in paragraph(a) of this
section), including the fees and disbursements of its counsel and any advertising expenses.
6. Notices. Any notice or other communication to be given to the Community
Facilities District under this Bond Purchase Agreement may be given by delivering the same in
writing to the Community Facilities District in care of Truckee Donner Public Utility District at
the address shown on page one hereof; and any notice or other communication to be given to the
Underwriter under this Bond Purchase Agreement may be given by delivering the same in
writing to UBS Financial Services Inc., 777 South Figueroa Street, 50th Floor, Los Angeles, CA
90017, Attention: Dan Gangwish.
7. Parties in Interest. This Bond Purchase Agreement is made solely for the benefit
of the Community Facilities District and the Underwriter (including its successors or assigns),
and no other person shall acquire or have any right hereunder or by virtue hereof.
8. Survival of Representations Warranties and Agreements The representations,
warranties and agreements of the Community Facilities District set forth in or made pursuant to
this Bond Purchase Agreement shall not be deemed to have been discharged, satisfied or
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OIdCirnwd.BondPurchaeeAereemnt
otherwise rendered void by reason of the Closing and regardless of any investigations made by
or on behalf of the Underwriter(or statements as to the results of such investigations) concerning
such representations and statements of the Community Facilities District and regardless of
delivery of and payment for the Bonds.
9. Effective Date. This Bond Purchase Agreement shall become effective and
binding upon the respective parties hereto upon the execution of the acceptance hereof by the
Community Facilities District and shall be valid and enforceable as of the time of such
acceptance.
10. Partial Unenforceability. Any provision of this Bond Purchase Agreement which
is prohibited or unenforceable in any jurisdiction shall, as to such jurisdiction, be ineffective to
the extent of such prohibition or unenforceability without invalidating the remaining provisions
of this Purchase Agreement or affecting the validity or enforceability of such provision in any
other jurisdiction.
H. No Prior Aizreements. This Bond Purchase Agreement supersedes and replaces
all prior negotiations, agreements and understandings between the parties hereto in relation to the
sale of Bonds for the Community Facilities District.
12. Governing Law. This Bond Purchase Agreement shall be governed by the laws of
the State of California.
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OIdGrnwd.BondPurchaseAercemnt(3)docl�,
13. Counterparts. This Bond Purchase Agreement may be executed simultaneously in
several counterparts, each of which shall be an original and all of which shall constitute one and
the same instrument.
Very truly yours,
UBS FINANCIAL SERVICES INC.
By:
Managing Director
By:
Title:
ACCEPTED:
TRUCKEE DONNER PUBLIC UTILITY, on behalf of
TRUCKEE DONNER PUBLIC UTILITY DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 03-1
(OLD GREENWOOD)
By:
General Manager
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EXHIBIT A
MATURITY SCHEDULE
Maturity Date Price or
(September 1) Principal Amount Interest Rate Yield
A-1
EXHIBIT B
TRUCKEE DONNER PUBLIC UTILITY DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 03-1
(OLD GREENWOOD)
SPECIAL TAX BONDS
CERTIFICATE OF DEVELOPER
In connection with the issuance and sale of the above-captioned bonds, and pursuant to
the Bond Purchase Agreement, dated , 2003, by and between Truckee Donner Public
Utility District Community Facilities District No. 03-1 (Old Greenwood) and the Underwriter
named therein (the "Bond Purchase Agreement"), the undersigned hereby certifies, represents,
warrants and covenants, on behalf of Old Greenwood LLC (the "Developer") that:
1. The undersigned is, and at all pertinent times mentioned herein has been, the
authorized representative of the Developer, and is authorized to make this
certification on behalf of the Developer.
2. Capitalized terms that are not defined herein shall have the meanings ascribed to
them in the Bond Purchase Agreement.
3. The Developer is a duly organized and validly existing a limited liability company
in good standing under the laws of the State of , and is a wholly-
owned subsidiary of East West Resort Development V, L.P., L.L.L.P., a Delaware
limited partnership, limited liability partnership.
4. The Developer has full power and authority to execute, deliver, and perform its
obligations under the and the Acquisition and Disclosure Agreement, dated as of
October 1, 2003 between the Developer and the District (the "Acquisition
Agreement"), the Developer Continuing Disclosure Agreement, dated as of
December 1, 2003, between the Developer and MuniFinancial, as dissemination
agent (the "Developer Continuing Disclosure Agreement") and the Development
Agreement, dated as of August 14, 2002 (the "Development Agreement"),
between the Developer and the Town of Truckee (collectively, the "Developer
Documents"), the Developer Documents have been duly authorized, executed,
and delivered by the Developer and, assuming due authorization, execution and
delivery by the other parties thereto, as applicable, constitute legal, valid, and
binding agreements of the Developer, enforceable in accordance with their
respective terms, subject to laws relating to bankruptcy, insolvency, or other laws
affecting the enforcement of creditors' rights generally and the application of
equitable principles if equitable remedies are sought.
5. 1 have reviewed the contents of the Preliminary Official Statement and the
contents of the Official Statement. I have reviewed the contents of this Certificate
and have conferred with our counsel for the purpose of discussing the meaning of
its contents.
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6. All information concerning the Developer, the ownership of the Developer, and
the Developer's property within the Community Facilities District submitted in
writing by, or on behalf of, the Developer to the Underwriter, the Community
Facilities District, Bond Counsel or Disclosure Counsel in connection with the
preparation of the Preliminary Official Statement and the Official Statement, to
the Appraiser in connection with preparation of the Appraisal, and to the Special
Tax Consultant in connection with the Rate and Method of Apportionment was, to
the best of my knowledge, true, complete, and correct at the time given.
7. The statements relating to the Developer, the ownership of the Developer and the
Developer's property within the Community Facilities District contained in the
Official Statement do not contain any untrue statement of a material fact or omit
to state a material fact requited to be stated therein or necessary to make the
statements therein, in light of the circumstances under which they were made, not
misleading.
8. No proceedings are pending or, to the best knowledge of the undersigned, after
due inquiry, threatened in which the Developer may be adjudicated as bankrupt or
discharged from any and all of its debts or obligations or granted an extension of
time to pay its debts or a reorganization or readjustment of the debts.
9. No action, suit, proceeding, inquiry, or investigation, at law or in equity, before or
by any court, regulatory agency, public board or body, is pending or, to the best
knowledge of the Developer, threatened in any way seeking to restrain or to
enjoin the development of the property within the Community Facilities District.
10, The Developer agrees to indemnify and hold harmless the Underwriter and each
person, if any, who controls (as such term is defined in Section 15 of the
Securities Act of 1933, as amended) the Underwriter against any and all
judgments, losses, claims, damages, liabilities and expenses (i) arising out of any
statement or information in the Preliminary Official Statement or in the Official
Statement, relating to the Developer, the ownership of the Developer and the
Developer's property within the Community Facilities District as described in the
Official Statement, that is or is alleged to be untrue or incorrect in any material
respect or the omission or alleged omission therefrom of any statement or
information that should be stated therein, or that is necessary, to make the
statements therein not misleading in any material respect, and (ii) to the extent of
the aggregate amount paid in settlement of any litigation commenced or
threatened arising from a claim based upon any such untrue statement or omission
if such settlement is effected with the written consent of the Developer. In case
any claim shall be made or action brought against the Underwriter or any
controlling person based upon the Official Statement for which indemnity may be
sought against the Developer, as provided above, the Underwriter shall promptly
notify the Developer in writing setting forth the particulars of such claim or action
and the Developer shall assume the defense thereof, including the retaining of
counsel reasonably acceptable to the Underwriter and the payment of all
expenses. Notwithstanding the Developer's election to appoint counsel to
B-2
represent the indemnified party in an action, the indemnified party shall have the
right to employ separate counsel (including local counsel), and the Developer
shall bear the reasonable fees, costs and expenses of such separate counsel if(i)
the use of counsel chosen by the Developer to represent the indemnified party
would present such counsel with a conflict of interest; (ii) the actual or potential
defendants in, or targets of, any such action include both the indemnified party
and the Developer and the indemnified party shall have reasonably concluded that
there may be legal defenses available to it and/or other indemnified parties which
are materially different from or additional to those available to the Developer; (iii)
the Developer shall not have employed counsel reasonably satisfactory to the
indemnified party to represent the indemnified party within a reasonable time
after notice of the institution of such action; or (iv) the Developer shall authorize
the indemnified party to employ separate counsel at the expense of the Developer.
The Developer will not, without the prior written consent of the indemnified
parties, settle or compromise or consent to the entry of any judgment with respect
to any pending or threatened claim, action , suit or proceeding in respect of which
indemnification or contribution may be sought hereunder (whether or not the
indemnified parties are actual or potential parties to such claim or action) unless
such settlement, compromise or consent includes an unconditional release of each
indemnified party from all liability arising out of such claim, action, suit or
proceeding.
IL Promptly after receipt by any Indemnified Party of notice of any complaint or the
commencement of any action or proceeding in connection with any matter for
which the Developer is obligated to indemnify an Indemnified Party as set forth in
the preceding paragraph, the Indemnified Party shall notify the Developer in
writing of such complaint or of the commencement of such action or proceeding
and, if the Developer so elects or is requested by the Indemnified Party, the
Developer shall assume the defense of such action or proceeding, including the
employment of counsel reasonably satisfactory to the Indemnified Party and the
payment of the fees and disbursements of such counsel, in which event the
Developer shall not be obligated to pay the reasonable fees and disbursements of
separate counsel for the Indemnified Party in such action. In the event, however,
that an Indemnified Party's legal counsel has determined that defenses may be
available to an Indemnified Party that are different from or in addition to those
available to the Developer or that there is or could reasonably be expected to be a
conflict of interest by reason of the Developer and an Indemnified Party having
common counsel in any action or proceeding, then the Indemnified Party may
employ separate counsel to represent or defend it in any such action or proceeding
in which such Indemnified Party may become involved or is named as defendant
and the Developer shall pay the reasonable fees and disbursements of such
separate counsel.
12. The Developer is fully qualified by all necessary permits, licenses, and �
certifications, to conduct its business as it is presently being conducted and, `
except as may be required under blue sky or other securities laws of any state, and
except for such licenses, certificates, approvals, variances, and permits which may t
B-3
be necessary for the construction of improvements within the Community
Facilities District, there is no consent, approval, authorization, or other order of,
or filing with, or certification by, any regulatory authority having jurisdiction over
the Developer except as such have been obtained and are in full force and effect,
for the consummation by the Developer of the actions contemplated to be
consummated by the Developer under the Official Statement,
13. To the best knowledge of the undersigned, after due inquiry, the Developer is not
in violation of any provision of, or in default under, its operating agreement or
any material agreement, lease, or other contract, the violation of or default under
which would materially and adversely affect the business, properties, assets,
liabilities, or conditions (financial or other) of the Developer.
14. The Developer has never failed to comply with an obligation to file an annual
disclosure report with the appropriate information repositories as required under
Securities and Exchange Commission Rule 15c2-12.
15. Other than as described in the Official Statement, to the knowledge of the
Developer, (i) no public debt secured by a special tax or assessment on the
Developer's land in the Community Facilities District exists or is in the process of
being authorized, and (ii) no assessment district or community facilities district
exists or is in the process of being formed, in each case which would include any
portion of the Developer's land within the Community Facilities District.
16. None of the parcels of land within the Community Facilities District owned by the
Developer is delinquent in the payment of any taxes or assessments
17. The execution and delivery by the Developer of the Developer Documents and the
performance of its obligations thereunder do not and will not result in violation of
any provision of, or in default under, the Developer's operating agreement or any
material agreement, lease, or other contract to which the Developer is a party or
by which it or its properties are bound.
Dated: 2003
[OLD GREENWOOD LLC SIGNATURE BLOCK
TO COME]
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EXHIBIT C
FORM OF DEVELOPER COUNSEL OPINION
We have acted as special counsel to Old Greenwood LLC, a limited liability
company (the "Developer") in connection with the issuance of the above-referenced bonds (the
"Bonds") by the Truckee Donner Public Utility District Community Facilities District No. 03-1
(Old Greenwood) (the "Community Facilities District'). The Bonds are being sold to UBS
Financial Services Inc., as underwriter (the "Underwriter"). This opinion is being delivered to you
pursuant to Section 3(c)(12) of the Bond Purchase Agreement between the Community Facilities
District and the Underwriter (the `Bond Purchase Agreement'). Capitalized terms used herein and
not otherwise defined have the meanings ascribed to them in the Bond Purchase Agreement.
In expressing the opinion below, we have assumed, without inquiry or investigation (i) the
genuineness of all signatures, the authenticity of all documents submitted to us as originals, the
conformity to original documents of documents submitted to us as copies or as exhibits, and the
authenticity of such originals of such latter documents; (ii) the due execution and delivery of the
Developer Agreements (defined herein) by persons other than the Developer; (iii) that each party to
the Developer Agreements, other than the Developer, is duly organized, validly existing and in good
standing under the laws of the jurisdiction of its organization or formation; (iv) that each party to the
Developer Agreements, other than the Developer, has the power and authority to execute and deliver
the Developer Agreements and to perform its obligations thereunder and all such actions have been
duly and validly authorized by all necessary proceedings on its part; (v) that the Developer
Agreements constitute legal, valid and binding obligations of each parry thereto (other than the
Developer) enforceable against such parties in accordance with its terms; and (vi) that there are no
oral or written terms or conditions agreed to by the Community Facilities District and the Developer
which would have an effect on the opinions rendered herein. We have made no examination of, and
express no opinion as to, title to the properties within the Community Facilities District. No opinions
are expressed herein with respect to compliance with the anti-fraud provisions of applicable federal
and state securities or other laws, rules or regulations.
Based solely upon and subject to the foregoing as well as to the qualifications,
limitations, exclusions, exceptions, assumptions and other matters set forth herein, we are of the
opinion that:
1. The Developer is a limited liability company duly organized, validly existing and in
good standing under the laws of the State of and is qualified to do business in the
State of California.
2. The (i) Acquisition and Disclosure Agreement, dated as of October 1, 2003
between the Developer and the District (the "Acquisition Agreement'), the Developer
Continuing Disclosure Agreement, dated as of December 1, 2003, between the Developer and
MuniFinancial, as dissemination agent (the "Developer Continuing Disclosure Agreement') and
the Development Agreement, dated as of August 14, 2002 (the "Development Agreement'),
between the Developer and the Town of Truckee (collectively, the "Developer
Agreements"),have been duly authorized by all necessary action on the part of Developer, have been
duly executed and delivered by the Developer and, assuming due execution and delivery by the other
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OldGrnwd Bondf`urchaseAereemnt 3)doc2452 - ) G f
parties thereto, constitute the legally valid and binding obligations of Developer enforceable against
Developer in accordance with their respective terns.
3. The Developer has all requisite authority to own its property in the Community
Facilities District and to perform its obligations under the Developer Agreements.
4. To our actual knowledge, the Developer is not in violation of any provision of, or in
default under its organizational documents, or any agreement or other instrument, the violation or
default under which would materially and adversely affect the ability of the Developer to complete
the proposed development of its property within the Community Facilities District, as described in
the Official Statement (the"Development").
5. There are no legal or governmental actions, proceedings, inquiries or investigations
pending or threatened by governmental authorities or to which the Developer is a party or of which
any property owned by the Developer is subject which, if determined adversely to the Developer,
would, except as described in the Official Statement, individually or in the aggregate (i) have a
material adverse effect on the financial position or operations of the Developer, considered as a
whole, (ii) have a material adverse affect on the Developer's ability to complete the Development
and comply with its obligations under the Developer Agreements,or (iii) in any way contesting or
affecting the validity or enforceability of the Developer Documents or any action of the Developer
contemplated by any of said documents, or in any way contesting the completeness or accuracy of
the Official Statement, nor to our knowledge is there any basis therefore.
6. To the best of our knowledge, no facts have come to the attention of the attorneys in
this firm during the course of this firin's representation of the Developer which caused such attorneys
to believe that the information relating to the Developer and the property owned by the Developer
contained in the Official Statement (excluding therefrom (a) any financial, statistical, or engineering
information, data, or forecasts, numbers, charts, estimates, projections, assumptions, or expressions
of opinion, (b) any information about valuation, appraisals, absorption, or environmental matters
included or referenced therein, including, without limitation, any information describing or
summarizing all or any part of the Appraisal (as such terms are defined in the Official Statement),
and (c) information which is identified as having been provided by a source other than the Developer
or any Affiliate thereof), as of the date thereof did not, and as of the date hereof does not, contain any
untrue statement of a material fact or omit to state a material fact required to be stated therein or
necessary to make the statements therein, in the light of the circumstances under which they were
made, not misleading.
Very truly yours,
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