60 of 1978 - A resolution confirming the sale by Salt Lake City, Utah, of its $11,000,000.00 Hospital Revenue Bon NOTICE
NOTICE OF THE AGENDA
OF A REGULAR MEETING
SEROOAIONSS BOARD SALT LAKE
CITY,UTAH,TO BE HELD
THURSDAY,AUGUST 10,1978.
PUBLIC NOTICE IS
HEREBY GIVEN o7 Me f011ow-
Ina agenda eta rpular meeting
of the Board of Commissioners
of Salt Lake City.Utah.to be
held In Roam 301 City and
Ctyh.10con0ngaatiUtamncin
10:00 a.m.on August 10,1970.
RESOLUTION
A RESOLUTION confirming
the
ts{b Salt Lake alof Its iy00,000 Hospital
Rev-
enue Bad,SerIM 1978(Holy
Cross Hospital Protect);
S0ecilvin o and Rung the Inter-
est rates,maturities and price
of sate m suds Bads;authoriz-
ing the execution and delivery
of e Bond Purchase Agmern rlt
�
and Official afatnent Mating
to such Bands;revealing all
ordinances,resolulbs or por-
Han Mantel In ce nflkd with the
Proclaims hereof;and ralalad
matters.
DATED 7.197a HI.
MILD ED V. GHAM
Clay Recorder
Published August a,197a IB-201
R4
Y
August 10, 1978
?,cnorable Jennings Phillips, Jr.
Commissioner of Public Affairs
and Finance
211 City and County Building
Salt Lake City, Utah
Dear Commissioner Phillips:
The Board of City Commissioners, at its meeting today, passed
Resolution No. 60 of 1978, confirming the sale by Salt Lake City,
Utah of$11,000,000 Hospital Revenue Bonds, Series 1978, for the
Holy Cross Hospital.
Yours truly,
• 74:41411 "Of•
City Recorder
me
CC:
Auditor
: --Files
,+ N.
ROLL CALL 1Salt Lake City,Utah, August 10 1978
VOTING Aye Nay
Mr.Chairman .
Agraz
Greener
Phillips ,
Result
1/
,,,„„‘ ,
j
(---,./A/ //cs„, ,
, _ ,
(Signature)
Passed by the Board of Co4missioner5 of Salt Lake City,Utah, _ �..,i '
City Recorder —/ ayor
Salt Lake City, Utah
August 10 , 1978
The Board of Commissioners of Salt Lake City, Salt
Lake County, Utah, met in regular public session at its regular
meeting place in Room 301, in the City and County Building in
Salt Lake City, Utah, at10:00 o'clock A.M. on the 10th day of
August, 1978, with Ted L. Wilson, Mayor, presiding. At the
direction of the Mayor, the roll of the board was called with the
following result:
Ted L. Wilson, Mayor
Jess A. Agraz, Commissioner
Glen N. Greener Commissioner
Thomas L. Hall, Commissioner
Jennings Phillips, Jr., Commissioner
Absent:
(:1,FN N GRFFNFR Cnmmiccinnar
Also present were Mildred V. Higham, City Recorder,
and Roger F. Cutler, City Attorney.
After the meeting had been duly called to order and
the minutes of the preceding meeting read and approved, the
City Recorder presented to the board an affidavit evidencing
the giving of not less than twenty-four (24) hours public notice
of the agenda, date, time and place of the August 10 , 1978
meeting in compliance with the requirements of Section 52-4-6(2),
Utah Code Annotated, 1953, as amended, by (1) posting written
notice of the meeting at the principal office of the board and
(2) providing notice to at least one newspaper of general
circulation w2thin the geographic jurisdiction of Salt Lake City,
Utah, or to a local media correspondent. The affidavit was
ordered recorded in the minutes of the meeting and is as follows:
� t
NOTICE OF REGULAR MEETING OF THE
BOARD OP COMMISSIONERS OF SALT LAKE CITY, UTAH
PUBLIC NOTICE is hereby given that the Board of Commissioners of Salt
Lake City, Utah, will hold a regular public meeting in Room 301 City and County
Building, Salt Lake City, Utah, commencing at 10:00 o'clock a.m., on Thursday,
August 10, 1978 •
The Agenda for the meeting consists of the following:
ROLL CALL.
RESOLUTION
A RESOLUTION confirming the sale by Salt Lake City, Utah of its
$11,000,000 Hospital Revenue Bonds, Series 1978 (Holy Cross Hospital Project);
specifying and fixing the interest rates, maturities and price of sale of
such bonds; authorizing the execution and delivery of a Bond Purchase Agreement
and Official Statom,,' -
,..Qm utions
� r
-2-
IN WITNESS WHEREOF, I have hereunto subscribed my
official signature and impressed hereon the official seal of
Salt Lake City, Salt Lake County, Utah, this 10th day of August,
1978.
City Recorder, Salt J.a e City,
Salt Lake County, ah
[AFFIX SEAL HERE]
-4-
EXHIBIT A
[Attach Notice of Public Meeting]
NOTICE
NOTICE OF THE AGENDA
OF A REGULAR MEETING
COMMIS-
SIONERSOF THE OF FDSALTF AKE
CITY,UTAH,TO BE HELD
THURSDAY.AUGUST 10,197S.
PUBLIC NOTICE IS
HEREBY GIVEN of the follow-
ing agenda of a regular meeting
of
f o It Board
of
NI,IM be
held In Room 301 City and
County Building, Salt Lake
City,
a.m.on"August 10 10 970.M
RESOLUTION
A RESOLUTION rDMkminp
the sale by Salt Lake Clty,Utah
of its 511A00A00 Hospital Rev-
enuesBonCrosHds,SpKles I197B(Holai y
sPecitykng and fixing the inter-
est rates,maturities and prit
of sale of such Bands;authoriz-
ing the execution and delivery
as BMWs'Agrosment
and d.Bo d relating
or ordinances,
Bands;owns or Pc,-
None therm}Mnconnfilo?or
provisions hereof;and related
mtDATE.D 1,1 970 HI.
MILDRED V. GHAM
City Recorder
Published August B.1973(13-001
After the conduct of other business, the Mayor then
announced that one purpose of the meeting was to be the considera-
tion and adoption of a resolution confirming the sale of
$11,000,000 Hospital Revenue Bonds, Series 1978 (Holy Cross
Hospital Project) of the City, and the execution of various
documents in connection therewith.
Thereupon the following resolution was introduced in
written form by Mayor Ted L. Wilson , was read in full,
and pursuant to motion made by Commissioner Jennings Phillips,Jr, and
seconded by Commissioner Thomas L. Hall , was adopted by the following
vote:
Aye: TED L. WILSON, MAYOR
JENNINGS PHILLIPS, JR., COMMISSIONER
THOMAS L. HALL, COMMISSIONER
JESS A. AGRAZ, COMMISSIONER
Nay:
The resolution was thereupon signed by the Mayor of
said City, was attested by the City Recorder and recorded
by her in the official book of minutes of said City, and is as
follows:
RESOLUTION
A RESOLUTION confirming the sale by Salt Lake City,
Utah of its $11,000,000 Hospital Revenue Bonds, Series
1978 (Holy Cross Hospital Project); specifying and fixing
the interest rates, maturities and price of sale of such
Bonds; authorizing the execution and delivery of a Bond
Purchase Agreement and Official Statement relating to such
Bonds; repealing all ordinances, resolutions or portions
thereof in conflict with the provisions hereof; and related
matters.
-6-
* * * *
WHEREAS, Salt Lake City, Salt Lake County, Utah (the
"City") by resolution duly adopted by its Board of Commissioners
on July 20, 1978 authorized the issuance of its $11,000,000
Hospital Revenue Bonds, Series 1978 (Holy Cross Hospital Project)
(the "Bonds") for the purpose of providing funds to (i) acquire
a leashold estate in certain hospital facilities and real estate
owned by Holy Cross Hospital of Salt Lake City (the "Hospital")
and (ii) acquire and construct additional capital improvements to
said hospital facilities, which resolution directed that the
Bonds be sold pursuant to a resolution to be thereafter adopted
by this Board of Commissioners; and
WHEREAS this Board of Commissioners desires to adopt
such a resolution: to confirm the sale of the Bonds to Ziegler
Securities, Inc. (the "Purchaser"); to specify and fix the interest
rates, maturities and sale price of the Bonds; to authorize the
execution and delivery of a Bond Purchase Agreement dated the date
hereof (the "Bond Purchase Agreement") between the City, the Pur-
chaser and the Hospital and an Official Statement dated the date
hereof (the "Official Statement") of the City and the Hospital
relating to the Bonds; and to authorize certain related matters;
NOW, THEREFORE, Be It Resolved by the Board of Commissioners
of Salt Lake City, Salt Lake City, Utah, as follows:
Section 1. That the sale of the Bonds to the Purchaser
at a price of $10,697,500 plus accrued interest from June 1, 1978
to the date of delivery pursuant to a Bond Purchase Agreement in
substantially the form attached hereto as Exhibit A is hereby
approved and confirmed, and the Mayor and City Recorder are hereby
authorized and directed to execute and deliver the Bond Purchase
Agreement.
-7-
•
Section 2. That the Bonds shall bear interest at
the rates, shall be payable at the places, mature on the dates
and in the principal amounts and be redeemable prior to maturity
in the principal amounts presently set forth in such form of Bond
Purchase Agreement and as otherwise specified in the Trust Inden-
ture authorized by the resolution heretofore adopted by this
Board of Commissioners and referred to above and that the Trustee
under such Trust Indenture be the Trustee presently named in such
form of Bond Purchase Agreement.
Section 3. That the Mayor and City Recorder of the City
are hereby authorized and directed to execute and deliver (i) the
documents contemplated to be executed and delivered by the City
and filed with such Trustee pursuant to Section 206 of such Trust
Indenture and (ii) an Official Statement relating to the Bonds
in substantially the form attached hereto as Exhibit B.
Section 4. That the provisions of this resolution are
hereby declared to be separable and if any section, phrase or
provision shall for any reason be declared to be invalid, such
declaration shall not affect the validity of the remainder of the
sections, phrases and provisions.
Section 5. That all ordinances, resolutions and regula-
tions or parts thereof heretofore adopted or passed which are in
conflict with any of the provisions of this resolution are, to
the extent of such conflict, hereby repealed.
Section 6. That this resolution be and the same is
hereby declared effective immediately upon its passage and
approval.
Passed this 10th day of August , 1978.
Approved thisl0th day of A , 1978.
Attest: Mayor
City Recorde
-8-
•
(Other business not pertinent to the above appears .
in the minutes.)
Pursuant to motion duly made and carried, the meeting
was adjourned.
cal /
Mayor
Attest:
4/67-e;44.t.
City Recor er
-9-
BOND PURCHASE AGREEMENT
August 8, 1978
Salt Lake City, Utah
City and County Building
Salt Lake City, Utah 84102
Holy Cross Hospital of Salt Lake City
1045 East First South Street
Salt Lake City, Utah 84102
Re: SALT LAKE CITY, UTAH
$11,000,000 aggregate princial
amount of Hospital Revenue Bonds,
Series 1978 (Holy Cross Hospital Project)
Gentlemen:
The Underwriter hereby proposes to purchase all of the
Bonds from the Issuer and to make a public offering of the Bonds,
subject to the acceptance of this proposal by the Issuer on or
before 5:00 o'clock P.M., local time then prevailing in Salt Lake
City, Utah, on August 10,1978, and by the Hospital, on or before
5:00 o'clock P.M., local time then prevailing in Salt Lake City,
Utah, on August 10,1978; and subject to the following provisions.
Section 1. Definitions. The following terms shall
have the following meanings in this Agreement unless another
meaning is plainly intended:
(a) "Accountants" means Ernst & Ernst, Salt Lake
City, Utah, independent certified public accountants;
(b) "Act" means the Utah Industrial Facilities
Development Act, as amended, Section 11-17-1 et seq. ,
Utah Code Annotated.
(c) "Agreement" means this Bond Purchase Agree-
ment by and among the Underwriter, the Issuer and the
Hospital;
(d) "Bond Counsel" means Chapman and Cutler,
Chicago, Illinois;
(e) "Bonds" mean the $11,000,000 principal amount
of Hospital Revenue Bonds, Series 1978 (Holy Cross
Hospital Project), of Salt Lake City, Utah, dated June
1, 1978. The Bonds shall be issued under and secured
as provided in the Indenture and shall have the maturi-
ties and interest rates and be subject to Mandatory
Redemption Requirements as set forth below:
EXHIBIT A
Maturities of Serial Bonds
Due Principal Interest
June 1 Amount Rates
1980 $130,000 5.00%
1981 135,000 5.15%
1982 145,000 5.30%
1983 150,000 5.45%
1984 160,000 5.60%
1985 170,000 5.75%
1986 180,000 5.90%
1987 190,000 6.00%
1988 200,000 6.15%
1989 215,000 6.30%
1990 230,000 6.40%
1991 245,000 6.50%
1992 260,000 6.60%
1993 275,000 6.70%
1994 295,000 6.80%
1995 315,000 6.90%
1996 335,000 7.00%
1997 360,000 7.00%
-2-
Mandatory Redemption Requirements
for Term Bonds maturing June 1, 2009
Due Principal Interest
June 1 Amount Rate
1998 $385,000 7.35%
1999 410,000 7.357
2000 445,000 7.357.
2001 475,000 7.357
2002 510,000 7.35%
2003 550,000 7.35%
2004 590,000 7.35%
2005 630,000 7.35%
2006 675,000 7.35%
2007 725,000 7.357
2008 780,000 7.35%
2009 835,000 7.35/
(f) "Closing" refers to the transaction at which
the Bonds are delivered by the Issuer to the Underwriter,
and paid for by the Underwriter, pursuant to this
Agreement;
(g) "Closing Documents" mean the documents de-
scribed in Section 10 hereof and required to be deli-
vered to the Underwriter at the Closing;
(h) "Code" means the Internal Revenue Code of
1954, as amended, and the regulations thereunder;
(i) "Comfort Letter" means a letter from Ernst &
Ernst, Salt Lake City, Utah, to the Board of Trustees
of the Hospital and the Underwriter, in form and content
satisfactory to the Underwriter, dated not earlier than
five business days prior to the date of Closing, in
substantially the form set forth in Exhibit A attached
hereto.
(j) "Governing Body" means the Board of Commis-
sioners of the Issuer, or the Board of Trustees of the
Hospital, or the successor to the powers of either such
body, as the context requires;
(k) "Ground Lease" means that certain Ground
Lease dated as of June 1, 1978, by and between the
Hospital, as ground lessor, to the Issuer, as ground
lessee.
(1) "Guaranty" means that certain Guaranty and
Security Agreement dated as of June 1, 1978, by and
between the Hospital and the Trustee.
-3-
•
(m) "Hospital" means Holy Cross Hospital of Salt
Lake City, Utah, a Utah not for profit corporation;
(n) "Hospital's Counsel" means Ray, Ouinney, &
Nebeker, Salt Lake City, Utah;
(o) "Indenture" means that certain Indenture and
Deed of Trust dated as of June 1, 1978, from the Issuer
to the Trustee;
(p) "Issuer" means Salt Lake City, Utah, a politi-
cal subdivision of the State of Utah;
(q) "Issuer's Counsel" means Roger F. Cutler, Esq. ,
Salt Lake City, Utah;
(r) "Lease" means that certain Lease dated as of
June 1, 1978, by and between the Issuer, as lessor, and
the Hospital, as lessee.
(s) "Official Statement" means the Official
Statement of the Issuer and the Hospital, with respect
to the Bonds, substantially in the form of the Prelimin-
ary Official Statement dated July 31, 1978, including
the cover page, Exhibit I attached thereto, and all
supplements or amendments thereto, with such changes as
shall be approved by the Underwriter, the Issuer and
the Hospital;
(t) "Project" means the improvements and additions
to the Hospital Facility to be financed with the proceeds
of the Series 1978 Bonds;
(u) "Trustee" means Zions First National Bank,
Salt Lake City, Utah;
(v) "Underwriter" means the undersigned, Ziegler
Securities, Inc., Suite 702 - The Tower, Rolling Meadows,
Illinois 60008, acting for and on behalf of itself and
B. C. Ziegler and Company, West Bend, Wisconsin, and
any other securities dealers as Ziegler Securities,
Inc. may designate in writing;
(w) "Underwriter's Counsel" means Borge and Pitt,
Chicago, Illinois.
Section 2. Purchase Price. Upon the terms and con-
ditions and upon the basis of the representations herein set
forth, the Underwriter shall purchase and the issuer shall sell
all, but not less than all, of the Bonds at an aggregate purchase
price of $10;697,500 (which is equal to $11,000,000 minus the
Underwriter's discount of 2.75% of the principal amount of the
Bonds) plus accrued interest at the respective coupon rates from
June 1, 1978 to the date of Closing.
Section 3. Good Faith Deposit. The Underwriter has
delivered to the Issuer, with this proposal, as security for the
performance by the Underwriter of its obligations to accept
delivery of and pay for the Bonds at the Closing in accordance
with the provisions hereof its check, payable to the order of the
Issuer, in the amount of $110,000.00. Should the Underwriter
fail to take up and pay for the Bonds promptly in accordance with
this Agreement upon tender of the Bonds and all of the Closing
Documents by the Issuer, the good faith check may be retained and
cashed by the Issuer as full liquidated damages to the Issuer and
the Hospital. The good faith check shall be held uncashed until
the delivery of the Bonds or forfeiture by the Underwriter, but
concurrently with the delivery of and payment for the Bonds at
the Closing the good faith check shall be returned to the Under-
writer. In the event of the termination of this Agreement by the
Underwriter pursuant to the provisions of Section 11 hereof, the
good faith check shall be immediately returned to the Underwriter.
Section 4. Representations of Issuer. The Issuer
represents to the Underwriter that: (a) the statements and
information contained in the Official Statement, insofar as they
relate to the Issuer, are true and complete in all material
respects, and the Official Statement does not omit any statement
or information with respect to the Issuer which is necessary to
make the statements and information therein, in light of the
circumstances under which they are made, not misleading in any
material respect, provided, however, that the Issuer makes no
representations and expresses no opinion on the financial state-
ments and other financial and statistical data included in the
Official Statement; (b) when delivered to and paid for by the
Underwriter at the Closing in accordance with the provisions of
this Agreement, the Bonds will have been duly authorized, exe-
cuted, authenticated, issued and delivered and will constitute
valid and binding obligations of the Issuer of the character
referred to in the Official Statement, in conformity with, and
entitled to the benefit and security of, the Indenture; (c) the
Issuer is empowered and has been duly authorized to execute and
deliver the Ground Lease, the Lease, the Indenture and this
Agreement; (d) the execution and delivery of the Ground Lease,
the Lease, the Indenture and this Agreement and compliance with
the provisions thereof, under the circumstances contemplated
herein and therein, will not in any material respect conflict
with or constitute on the part of the Issuer a breach of or
default under any agreement or other instrument to which the
Issuer is a party, or any existing law, administrative regu-
lation, court order or consent decree to which the Issuer is
subject; (e) the execution and delivery of the Official Statement
have been duly authorized by the Issuer; and (f) there is no
controversy or litigation of any nature pending or, to the best
of the knowledge of the undersigned Mayor and City Recorder,
threatened restraining or enjoining the issuance, sale, execution
or delivery of the Bonds, or in any way contesting or affecting
the validity of the Bonds or any proceedings of the Issuer taken
-5-
with respect to the issuance or sale thereof, or the pledge or
application of any money or security provided for the payment of
the Bonds or the existence or powers of the Issuer.
Section 5. Representations of Hospital. The Hospital
represents to the Underwriter that: (a) the statements and
information contained in the Official Statement, insofar as they
relate to the Hospital, are true and complete in all material
respects, and the Official Statement does not omit any statement
or information with respect to the Hospital which is necessary to
make the statements and information therein, in light of the
circumstances under which they are made, not misleading in any
material respect; (b) the Official Statement does not omit any
information with respect to the business, properties and affairs
of the Hospital which might in a material respect adversely or
unfavorably affect the transactions contemplated by the Official
Statement; (c) the Hospital is a duly incorporated Utah not for
profit corporation and an organization described in Section
501(c)(3) of the Code, and exempt from federal income taxation
under Section 501(a) of the Code; (d) the Hospital is empowered
and has been duly authorized to execute and deliver the Ground
Lease, the Lease, the Guaranty and this Agreement; (e) the execu-
tion and delivery of the Ground Lease, the Lease, the Guaranty
and this Agreement, and compliance with the provisions thereof,
under the circumstances contemplated herein and therein, will not
in any material respect conflict with or constitute on the part
of the Hospital a breach of or default under any agreement or
other instrument to which the Hospital is a party, or any exist-
ing law, administrative regulation, court order or consent decree
to which the Hospital is subject; (f) the execution and delivery
of the Official Statement have been duly authorized by the Hospi-
tal; and (g) there is no action, suit, litigation, proceeding,
inquiry or investigation at law or in equity or by or before any
judicial or administrative court, agency, body or other entity,
pending or, to the best of the knowledge of the undersigned
President and Secretary, threatened against the Hospital or any
of its properties, or any basis therefor, wherein an unfavorable
decision, ruling or finding (1) would adversely affect the valid-
ity or enforceability of the Ground Lease, the this Agreement,
(2) might result in any materially adverse change in the business,
properties, assets, liabilities or condition (financial or other)
of the Hospital, (3) would otherwise adversely affect the ability
of the Hospital to comply with its obligations under the Ground
Lease, the Lease, the Guaranty or this Agreement, or adversely
affect the transactions contemplated by the Official Statement or
(4) would exceed the amount of the Hospital's malpractice liabi-
lity insurance described in the Official Statement under the
heading "BONDHOLDERS' RISKS - Malpractice insurance."
Section 6. Representation of Underwriter. The Under-
writer represents to and covenants with the Issuer and the Hospi-
tal that the Bonds will be offered and sold by the Underwriter in
accordance with applicable state and federal laws.
-6-
Section 7. Official Statement. The Issuer and the
Hospital shall deliver to the Underwriter on or before August 30,
1978, three copies of the Official Statement executed on behalf
of the Issuer and on behalf of the Hospital by their duly author-
ized.officers. The Issuer and the Hospital agree that the Offi-
cial Statement (including the audited financial statements of the
Hospital included therein), and copies of the Ground Lease, the
Lease, the Guaranty and the Indenture may be used by the Under-
writer in the public offering of the Bonds; and that they will
cooperate with the Underwriter if the Underwriter decides to
register or confirm the exemption from registration for the Bonds
under the securities acts of any states and will furnish the
Underwriter with copies of resolutions, applications, reports,
consents to service of process and other documents, certified as
appropriate, as shall be necessary in the reasonable judgment of
Underwriter's Counsel to effect such registration or confirmation
of exemption from registration.
Section 8. Comfort Letter. The Hospital will cause
the Comfort Letter to be delivered to the Underwriter no later
than the last regular business day of the Underwriter prior to
the date of Closing.
Section 9. Closing, Delivery and Payment. The Closing
shall be held at 9:00 o'clock A.M., August 30, 1978, or on a date
which shall be mutually agreeable to the Trustee and the parties
hereto after the 30-day no contest period with respect to the
Bonds specified in Section 11-17-16 of the Act has expired,
whichever is later. The Closing shall be held at the offices of
Chapman and Cutler, Chicago, Illinois, or at such other place as
shall be mutually agreeable to the Trustee and the parties hereto.
At the Closing the Underwriter will accept delivery of the Bonds
from the Issuer, and will make payment therefor as provided
herein in immediately available funds upon tender of the Bonds to
the Underwriter by the Issuer, and delivery to the Underwriter of
all of the Closing Documents.
Section 10. Closing Documents. The Closing Documents
shall consist of the following, each properly executed, certified
or otherwise verified, and in such form, as may be satisfactory
to Bond Counsel, the Underwriter, and Underwriter's Counsel
including, but not limited to, the matters hereinafter set forth:
(a) the Ground Lease;
(b) the Lease;
(c) the Indenture;
(d) the Guaranty;
(e) the Issuer's closing certificate confirming
as of the date of Closing (i) the representations made by the
Issuer herein; (ii) the application of the proceeds of the
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sale of the Bonds as described in the Indenture; and
(iii) the adoption and present effectiveness of all
resolutions of its Board of Commissioners considered
necessary, in the opinion of Bond Counsel, in connec-
tion with the transactions comtemplated hereby, to-
gether with copies of said resolutions certified by the
Issuer's City Recorder;
(f) the Hospital's closing certificate confirming
as of the date of Closing (i) the representations made
by the Hospital herein; (ii) the application of the
proceeds of the sale of the Bonds as described in the
Indenture; and (iii) the adoption and present effective-
ness of all resolutions of the Hospital considered
necessary, in the opinion of Bond Counsel, in connection
with the transactions contemplated hereby, together
with copies of said resolutions certified by the Hospital's
Secretary;
(g) the Hospital's articles of incorporation and
a good standing certificate certified by the Secretary
of State of Utah and a copy of the Hospital's By-Laws
certified by its Secretary;
(h) the unqualified approving opinion of Bond
Counsel in substantially the form set forth in Exhibit
B attached hereto;
(i) an opinion of Hospital's Counsel in substan-
tially the form set forth in Exhibit C attached hereto;
(j) an opinion of Issuer's Counsel in substan-
tially the form set forth in Exhibit D attached hereto;
(k) an ALTA mortgagee's title insurance policy
payable to the Trustee in the amount of not less than
$11,000,000, conforming to the requirements set forth
in Section 206(d) of the Indenture;
(1) a copy of all historical financial statements
included in the Official Statement, together with the
report issued in connection therewith, manually signed
by the Accountants issuing such report, and the Accoun-
tants' written consent to the use of their report in
the Official Statement and to the references to their
firm under the heading "Experts" therein;
(m) evidence satisfactory to Bond Counsel and
Underwriter's Counsel that the Hospital is an organi-
zation described in Section 501(c)(3) of the Code;
(n) a Certification and Opinion of Counsel (said
Opinion to be rendered by Bond Counsel), pursuant to
the requirements of Section 103(c) of the Code;
-8-
(o) copies of any and all documents required by
the provisions of the Lease and the Indenture to be
obtained or furnished by the Hospital and the Issuer at
or prior to the Closing including, especially, but not
limited to, the certificates, written statements,
certified resolutions, executed documents, opinions,
requests and authorizations described in Section 206 of
the Indenture;
(p) a copy of any permits or licenses which the
Hospital is required to have in order to operate a
hospital, including approvals of state health planning
authorities referred to in Section 1122 of the Social
Security Act with respect to the items comprising the
Project, certified by the Secretary of the Hospital;
and
(q) such additional legal opinions, certificates,
instruments and other documents as the Underwriter,
Underwriter's Counsel, or Bond Counsel may reasonably
request to evidence: compliance by the Issuer and the
Hospital with legal requirements; the truth and accuracy,
as of the date of Closing, of the respective representa-
tions contained herein and in the Official Statement;
and the due performance or satisfaction by them of all
agreements to be performed by them and all conditions
to be satisfied by them at or prior to the Closing.
Section 11. Termination by Underwriter. This Agree-
ment may be terminated in writing by the Underwriter if any of
the following shall occur: (i) this Agreement shall not have
been accepted by the Issuer and the Hospital within the time
herein provided; (ii) the signed Official Statement and the
Comfort Letter shall not have been provided within the time
required by this Agreement; (iii) the Bonds and all of the
Closing Documents shall not have been delivered to the Under-
writer as of 12:00 o'clock, noon, on the date of Closing; (iv)
legislation shall be enacted, or actively considered for enact-
ment, or a court decision announced, or a ruling, regulation or
decision by or on behalf of a governmental agency having juris-
diction of the subject matter shall be made, to the effect that
the revenues or other income of the general character to be
derived by the Issuer or by any similar body, or interest on
obligations of the general character of the Bonds shall not be
exempt from federal income taxes, or that securities of the
general character of the Bonds shall not be exempt from regis-
tration under the Securities Act of 1933, or that the Indenture
shall not be exempt from qualification under the Trust Indenture
Act of 1939; (v) there shall exist any event or circumstance
which, in the opinion of the Underwriter, either makes untrue or
incorrect in a material respect any statement or information
contained in the Official Statement, or is not reflected in the
Official Statement but should be reflected therein in order to
make the statements and information contained therein not mis-
-9-
•
leading in a material respect; (vi) there shall have occurred any
outbreak of hostilities or other national or international calam-
ity or crisis, the effect of such outbreak, calamity or crisis on
the financial markets of the United States of America being such
as, in the opinion of the Underwriter, would make it impracticable
for the Underwriter to sell the Bonds; (vii) there shall be in
force a general suspension of trading on the New York Stock
Exchange, or minimum or maximum prices for trading on the New
York Stock Exchange shall have been fixed and be in force; (viii)
in the judgment of the Underwriter the market price of the Bonds,
or the market price generally of obligations of the general
character of the Bonds, might be adversely affected because: (a)
additional material restrictions not in force as of the date
hereof shall have been imposed upon trading in securities generally
by any governmental authority or by any national securities
exchange, or (b) the New York Stock Exchange or other national
securities exchange, or any govermental authority, shall impose,
as to the Bonds or similar obligations, any material restrictions
not now in force, or increase materially those now in force, with
respect to the extension of credit by, or the charge to the net
capital requirements of, underwriters; or (ix) a general banking
moratorium shall have been declared by either federal, Illinois,
New York or Utah authorities having jurisdiction, and shall be in
force.
Section 12. Termination by Issuer. This Agreement may
be terminated in writing by the Issuer inthe event that the
Underwriter shall fail to accept delivery of the Bonds on the
Closing date upon tender thereof to the Underwriter by the Issuer,
and delivery to the Underwriter of all of the Closing Documents,
provided, however, that the provisions of Section 3 hereof (relat-
ing to liquidated damages), Section 14 hereof (relating to the
payment of expenses) and Section 17 hereof (relating to indemnifi-
cation) shall continue to be in full force and effect notwith-
standing termination by the Issuer pursuant to this Section 12 or
termination by the Underwriter pursuant to Section 11 hereof.
Section 13. Changes Affecting the Official Statement
After the Closing. After the Closing, and so long as the Under-
writer or any participating dealer shall be offering Bonds which
constitute the whole or a part of their unsold participations,
the Issuer will not adopt any amendment of or supplement to the
Official Statement except with the written consent of the Under-
writer and the Hospital; and if any event relating to or affecting
the Issuer or the Hospital shall occur the result of which shall
make it necesssary, in the opinion of the Underwriter or Under-
writer's Counsel, to amend or supplement the Official Statement
in order to make it not misleading in the light of the circum-
stances existing at that time, the Hospital on behalf of the
Issuer (at the Hospital's sole expense) shall forthwith prepare
and furnish to the Underwriter a reasonable number of copies of
an amendment of or supplement to the Official Statement in form
and substance satisfactory to the Underwriter, so that it then
will not contain an untrue statement of a material fact or omit
-10-
•
to state a material fact necessary to make the statements therein,
in the light of the circumstances existing at that time, not
misleading. Prior to the distribution of such amendment or
supplement, the Issuer shall authorize such distribution, which
authorization shall not be unreasonably withheld.
Section 14. Expenses. Except as hereinafter specifi-
cally provided, all expenses and costs of the Hospital and the
Issuer incident to the performance of their obligations in con-
nection with the authorization, issuance and sale of the Bonds,
including fees of accountants, consultants, Hospital's Counsel,
Bond Counsel, the Trustee and rating agencies, the expenses of
recording and title insurance and the expenses of printing the
Bonds and the Official Statement shall be paid by the Hospital
from the proceeds of the Bonds or otherwise. The fees and expenses
in connection with the registration of the Bonds for "blue sky"
purposes, the fees and expenses of Underwriter's Counsel, the
Underwriter's travel expenses, and the Underwriter's expenses for
advertising the Bonds for sale shall be paid by the Underwriter.
Section 15. Notices. Any notice or other communica-
tion to be given to the Issuer and the Hospital under this Agree-
ment may be given by delivering the same in writing to their
respective addresses set forth above; and any such notice or
other communication to be given to the Underwriter may be given
by delivering the same in writing to the Underwriter at Suite
702 - The Tower, Rolling Meadows, Illinois 60008.
Section 16. Parties and Interests; Hospital's Under-
takings; Survival of Representations. This Agreement is made
solely for the benefit of the Issuer, the Hospital, and the
Underwriter, including the successors and assigns of the Under-
writer, and no other person, partnership, association or corpor-
ation shall acquire or have any rights hereunder or by virtue
hereof. All representations and agreements by the Issuer and the
Hospital in this Agreement shall remain operative and in full
force and effect regardless of any investigation made by or on
behalf of the Underwriter, and shall survive the delivery of and
payment for the Bonds.
Section 17. Indemnification. The Hospital agrees to
indemnify and hold harmless the Issuer and Underwriter, and any
person who controls the Underwriter within the meaning of the
Securities Act of 1933, against any and all losses, claims,
damages and liabilities arising out of any statement or infor-
mation contained in the Official Statement relating to the Hos-
pital, its properties and revenues that is untrue in any material
respect, or the omission therefrom of any information which
should be contained therein which is necessary to make the state-
ments therein, in the light of the circumstances under which they
are made, not misleading in any material respect and to the
extent of the aggregate amount paid in settlement of any litiga-
tion commenced or threatened arising from a claim based upon any
such untrue statement or omission if such settlement is effected
-11-
with the written consent of the Hospital. In case any claim
shall be made or action brought against the Issuer or the Under-
writer or any controlling person (as aforesaid) based upon the
Official Statement, in respect of which indemnity may be sought
against the Hospital, the Issuer or the Underwriter, as the case
may be, shall promptly notify the Hospital in writing setting
forth the particulars of such claim or action and the Hospital
shall assume the defense thereof including the retaining of
counsel and the payment of all expenses. The Issuer and the
Underwriter or any such controlling person shall have the right
to retain separate counsel in any such action and to participate
in the defense thereof, but the fees and expenses of such counsel
shall be at the expense of the party retaining such counsel
unless the retaining of such counsel has been specifically author-
ized by the Hospital.
Section 18. Severability. In the event any provision of
this Agreement shall be held invalid or unenforceable by any
court of competent jurisdiction, such holding shall not invali-
date or render unenforceable any other provision hereof.
ZIEGLER SECURITIES, INC.
By
Richard J. Brashler, Jr.
Vice President
Accepted by SALT LAKE CITY,
UTAH, n August 10, 1978
(SEAL) Te L. Wilson, Mayor
ATTEST:
Mildred V. Higham,
City Recorder
Accepted by HOLY CROSS HOSPITAL
OF SALT LAKE CITY on August 8, 1978
By
Joseph Rosenblatt, President
(SEAL)
ATTEST:
Sister Joanne Upjohn, C.S.C.,
Secretary
Exhibit A
Holy Cross Hospital of Salt Lake City
Salt Lake City, Utah
and
Ziegler Securities, Inc.
Rolling Meadows, Illinois
Dear Sirs:
We have examined the balance sheets of Holy Cross Hospital of Salt Lake
City as of May 31, 1978 and 1977, and the related statements of revenue
and expenses, fund balances and changes in financial position of un-
restricted funds for the five years then ended, included in the Official
Statement for $11,000,000 Salt Lake City, Utah Hospital Revenue Bonds
Series 1978 (Holy Cross Hospital Project); our opinion with respect
thereto is also included in such Official Statement. Such Official
Statement, dated August 8, 1978, is herein referred to as the "Official
Statement". In connection with the Official Statement:
1. We are independent accountants with respect to the Hospital
within the meaning of generally accepted auditing standards and
the Code of Professional Ethics of the American Institute of
Certified Public Accountants.
2. We have not examined any financial statements of the Hospital
as of any date or for any period subsequent to May 31, 1978.
Although we have made an examination for the year ended May 31,
1978, the purpose (and therefore the scope) of such examination
was to enable us to express our opinion on the financial
statements as of May 31, 1978, and for the year then ended but
not on the financial statements for any inters_ period within
such year. Therefore, we are unable to and do not express any
opinion on the financial position, results of operations,
changes in fund balances or changes in financial position of
unrestricted funds as of any date or for any period subsequent
to May 31, 1978.
• IsP4,14,1 ::114:1"1 17 lit
-2-
3. For purposes of this letter, we have read the minutes of
meetings of the Board of Trustees, Finance Committee and
Executive Committee of the Hospital for the period from May 31,
1978, through August , 1978, as set forth in the minute books
at August 28, 1978, officials of the Hospital having advised us
that the minutes of all such meetings through that date were
set forth therein, and have carried out other procedures to
August , 1978, (our work did not extend to the period from
August 26, 1978 to August 30, 1978, inclusive), as follows:
a. With respect to the period from June 1, 1978 to July 31,
1978, we have:
1) read the unaudited financial statements of the Hos-
pital for the two months ended July 31, 1977 and 1978
furnished us by the Hospital, attached hereto as
Exhibit A, officials of the Hospital having advised
us that no such financial statements as of any date
or for any period subsequent to July 31, 1978, were
available, and
2) made inquiries of certain officials of the Hospital
who have the responsibility for financial and .
accounting matters whether the unaudited financial
statements referred to under a(1) above are stated on
a basis substantially consistent with that of the
audited financial statements included in the Official
Statement.
The foregoing procedures do not constitute an examination made
in accordance with generally accepted auditing standards.
Also, they would not necessarily reveal matters of significance
with respect to the comments in the following paragraph.
Accordingly, we make no representations as to the sufficiency
of the foregoing procedures for your purposes.
4. Nothing came to our attention as a result of the foregoing
procedures, however, that caused us to believe that:
a) At July 31, 1978, there was any change in the indebtedness
of the Hospital other than as occasioned by repayments of
such indebtedness, or any decrease in the fund balance, as
compared with the amounts shown in the May 31, 1978,
audited balance sheet included in the Official Statement;
or
. ip 3:I ��L
•
-3-
b) For the period from June 1, 1978 to July 31, 1978, there
were any decreases, as compared with the corresponding
period in the preceding year, in the Net Income Available
for Debt Service of the Hospital (as defined in the
Official Statement) or the fund balances:
except in all instances for changes which the Official State-
ment discloses have occurred or may occur.
5. As mentioned under 3(b), Hospital officials have advised us
that no statements as of any date or for any period subsequent
to July 31, 1978, are available; accordingly, the procedures
carried out by us with respect to changes in financial
statement items after July 31, 1978, have, of necessity, been
even more limited than those with respect to the periods
referred to in 3. We have made inquiries of certain officials
of the Hospital who have responsibility for financial and
accounting matters as to whether (i) there was any change at
August 28, 1978, in the indebtedness of the Hospital other than
as occasioned by repayments of such indebtedness, or any
decrease in the fund balances, as compared with the amounts at
May 31, 1978, or (ii) for the period from June 1, 1978 to
August 28, 1978, there were any decreases, as compared with the
corresponding period in the preceding year, in the Net Income
Available for Debt Service of the Hospital (as defined in the
Official Statement) or the fund balance. On the basis of these
inquiries and our of the minutes as described in 3, nothing
came to our attention that caused us to believe that there was
any such change or decrease, except in all instances for
changes which the Official Statement discloses have occurred or
may occur.
This letter is solely for the information of, and assistance to, the
underwriters, in connection with the offering of securities covered by
the Official Statement, and is not to be used, circulated, quoted or
otherwise referred to, for any other purpose, including but not limited
to the purchase or sale of securities, nor is it to be filed with or
referred to in whole,or in part in the Official Statement or any other
document, except that reference may be made to it in the underwriting
agreement or in any list of closing documents pertaining to the offering
of securities covered by the Official Statement.
Very truly yours,
ERNST fi ERNST
•
Exhibit B
[Letterhead of Chapman and Cutler]
[Dated the date of Closing]
Ziegler Securities, Inc. , acting
for and on behalf of itself and
the other underwriters designated
pursuant to the Bond Purchase
Agreement dated August 8, 1978
Re: $11,000,000 Hospital Revenue Bonds, Series 1978
(Holy Cross Hospital Project) of Salt Lake City,
Utah
Gentlemen:
We have acted as bond counsel in connection with the
issuance and sale by Salt Lake City, Utah, a political subdivision
of the State of Utah (the "City") , of the Bonds referred to in
the caption hereof (the "Bonds") , issued under that certain
Trust Indenture dated as of June 1, 1978 (the "Indenture")
between the City and [Name of Trustee] , as Trustee (the "Trustee") .
The Bonds are payable solely out of the rents and other sums
to be derived from the leasing of certain health care faci-
lities by the City to Holy Cross Hospital of Salt Lake City, a
Utah not for profit corporation (the "Hospital") , pursuant to
that certain Ground Lease dated as of June 1, 1978 (the "Ground
Lease") and that certain Lease dated as of June 1, 1978 (the
"Lease") , each between the City and the Hospital, and are guaranteed
by the Hospital pursuant to that certain Guaranty and Security
Agreement dated as of June 1, 1978 (the "Guaranty") between the
Hospital and the Trustee.
The Bonds are being issued for the purpose of enabling
the City to acquire'a leasehold interest in certain hospital
facilities of the Hospital at a price sufficient to retire certain
long term indebtedness of the Hospital incurred to finance such
facilities and also for the purpose of financing additional
capital improvements thereto, and are being sold to you pursuant
to that certain Bond Purchase Agreement dated August 8, 1978 (the
"Bond Purchase Agreement") among you, the Hospital and the City.
In connection therewith the Hospital and the City have issued an
Official Statement dated the date hereof (the "Official Statement")
pertaining to the Bonds.
•
As such bond counsel we have examined the following:
(a) A certified copy of the proceedings of the City
authorizing, among other things, the execution and delivery
of the Indenture, the Ground Lease, the Lease, the Bond
Purchase Agreement and the Official Statement and the
issuance and sale of the Bonds;
(b) Certified copies of the Articles of Incor-
poration and the By-Laws of the Hospital;
(c) A Certificate of the Secretary of State of
Utah relative to the good standing of the Hospital;
(d) A certified copy of the corporate proceedings
of the Board of Trustees and Members of the Hospital
authorizing, among other things, the execution and de-
livery of the Lease, the Ground Lease, the Guaranty, the
Bond Purchase Agreement and the Official Statement;
(e) Executed counterparts of the Indenture, the
Lease, the Ground Lease, the Guaranty, the Bond Pur-
chase Agreement and the Official Statement;
(f) Executed Bond numbered 1;
(g) The opinion of Roger F. Cutler, Esa. , counsel
for the City;
(h) The opinion of Messrs. Ray, Quinney & Nebeker,
counsel for the Hospital;
(i) A leasehold title insurance policy or commitment
therefor, issued by Fidelity National Title Insurance
Company; and
(j) Such other documents and showings and related
matters of law as we have deemed necessary in order to
enable us to render this opinion.
Based upon the foregoing and in reliance upon the
matters referred to• in the last paragraph of this opinion, we
are of the opinion that:
1. The City is a political subdivision of the State of
Utah with full power and authority to enter into, execute and
deliver the Indenture, the Ground Lease, the Lease, the Bond
Purchase Agreement and the Official Statement and to issue and sell
the Eonds.
2. The Hospital is a not for profit corporation duly
organized, validly existing and in good standing under the laws
-2-
of the State of Utah and has full power and authority to enter
into, execute and deliver the Ground Lease, the Lease, the
Guaranty, the Bond Purchase Agreement and the Official Statement.
3. The Indenture, the Ground Lease, the Lease, the
Guaranty and the Bond Purchase Agreement have been duly authorized
by all necessary action on the part of the City and the Hospital,
have been duly executed and delivered by authorized officers
of the City, the Hospital and the Trustee, respectively, and
constitute the legal, valid and binding obligations of the
respective parties thereto in accordance with their respective
terms, except to the extent limited by bankruptcy, reorganization
or other similar laws affecting the enforcement of creditors'
rights generally.
4. The Official Statement has been duly authorized,
executed and delivered by the Hospital and the City.
S. The Bonds have been duly authorized by all necessary
action on the part of the City, have been duly executed by auth-
orized officers of the City, authenticated by the Trustee and
issued by the City and constitute the legal, valid and binding
special obligations of the City in accordance with their terms,
except as limited by bankruptcy, reorganization or other similar
laws affecting the enforcement of creditors' rights generally, and
are entitled to the benefit and security of the Indenture.
6. Under existing laws, including current rulings
and official interpretations of law by the United States Internal
Revenue Service, interest on the Bonds is excludable from the
gross income of the recipients threof for federal income tax
purposes.
7. Interest on the Bonds is not subject to taxation
under the Utah Individual Income Tax Act of 1973 and the Bonds
are exempt from all ad valorem taxes of the State of Utah.
8. The Hospital has good title to the real estate
specifically described in the Ground Lease, free of all liens,
charges and encumbrances except such as are permitted thereby, and
the Ground Lease, the Lease and the Indenture have been duly
recorded in the Office of the County Recorder of Salt Lake
County, Utah.
9. The information contained in the Official Statement
under the headings entitled "Definitions of Certain Terms,"
"The Series 1978 Bonds," "Summary of Principal Instruments" and
"Tax Exemption" is an accurate statement or summary of the matters
set forth therein and fairly presents the information purported
to be shown.
-3-
•
10. Nothing has come to our attention which would
lead us to believe that the Official Statement contains an
untrue statement of a material fact or omits to state a material
fact required to be stated therein or necessary to make the state-
ments therein, in light of the circumstances in which they were
made, not misleading.
11. The Indenture, the Bonds, the Ground Lease, the
Lease and the Guaranty conform to the summaries of the terms and
provisions thereof contained in the Official Statement.
12. The Bonds constitute exempt securities within
the meaning of Section 3(a) (2) of the Securities Act of 1933,
as amended, and Section 304(a) (4) of the Trust Indenture Act of
1939, as amended, respectively; and it is not necessary in con-
nection with the sale of the Bonds to the public to register
the Bonds or the obligations of the Hospital contained in the
Lease or the Guaranty under the Securities Act of 1933, as
amended, or to qualify the Indenture under the Trust Indenture
Act of 1939, as amended.
13. The facts, estimates and circumstances set forth
in the Arbitrage Certificate of the City being delivered to
you in connection with your purchase of the Bonds are sufficient
to satisfy the criteria which are necessary under Section 103(c)
of the Internal Revenue Code of 1954, as amended, and the regula-
tions issued and proposed thereunder to support the conclusion
that the Bonds are not "arbitrage bonds", and no matters have
come to our attention which make such representations unreasonable
or incorrect.
In rendering this opinion we have relied upon (i) the
opinion of Messrs. Ray, Quinney & Nebeker, counsel for the Hospital,
referred to in paragraph (h) above with respect to all matters re-
lating to the title of the Hospital to the real estate specifically
described in the Ground Lease and the Lease and the description
thereof in the Ground Lease and the Lease and the location of the
hospital facilities of the Hospital thereon and (ii) an affidavit
of an officer of the Hospital as to all matters which are not
required to appear of record in order to he effective against
bona fide purchasers or mortgagees without notice and as to
judgments and tax liens. We have further relied on the opinion
of counsel for the Hospital as to all matters relating to the
organization and incorporation of the Hospital and the power and
authority of the Hospital to conduct its health care activities
as now being conducted.
In rendering this opinion we express no opinion on the
financial statements and the other financial and statistical data
included in the Official Statement.
Respectfully submitted,
C.R. Foltz:bd
-4-
Exhibit C
(Letterhead of Ray, Quinney & Nebeker, Salt Lake City, Utah)
(Dated the date of Closing)
Holy Cross Hospital of Salt Chapman and Cutler
Lake City ill West Monore Street
1045 East First South Street Chicago, Illinois 60603
Salt Lake City, Utah 84102
Ziegler Securities, Inc. Borge and Pitt
The Tower - Suite 702 120 South LaSalle Street
Rolling Meadows, Illinois 60008 Chicago, Illinois 60603
Gentlemen:
We have acted as counsel for Holy Cross Hospital of Salt
Lake City, a Utah not for profit corporation (the "Hospital"), in
connection with the issuance by Salt Lake City, Utah (the "City")
of its $11,000,000 principal amount of Hospital Revenue Bonds,
Series 1978 (Holy Cross Hospital Project) dated June 1, 1978 (the
"Bonds") pursuant to a Trust Indenture and Indenture of Mortgage
dated as of June 1, 1978, by and between the City and Zions First
National Bank, Salt Lake City, Utah, as Trustee (the "Trustee").
In this connection, we have examined the following:
1. The Articles of Incorporation of the Hospital and all
amendments thereto.
2. The By-Laws of the Hospital and all amendments thereto.
3. Certified copies of the resolutions of the Board of
Trustees of the Hospital and of the Members of the Hospital
authorizing the execution and delivery of:
a. A Ground Lease dated as of June 1, 1978 (the "Ground
Lease"), by and between the Hospital, as lessor, and the City, as
lessee;
b. A Lease dated as of June 1, 1978 (the "Lease"), by
and between the City, as lessor, and the Hospital, as lessee;
c. A Guaranty and Security Agreement dated as of June
1, 1978 (the "Guaranty"), by and between the Hospital and the Trustee;
d. A Bond Purchase Agreement dated August 8, 1978 (the
"Bond Purchase Agreement") by and between the City and Ziegler
Securities, Inc., as Managing Underwriter, and approved by the
Hospital; and
•
e. The Official Statement dated August 8, 1978 with
respect to the Bonds (the "Official Statement").
4. Executed counterparts of the Ground Lease, the Lease,
the Guaranty, the Bond Purchase Agreement and the Official Statement.
5. Such other documents and related matters of law as in
our judgment are necessary or advisable in the giving of this
opinion.
Based upon the foregoing, we are of the opinion that:
1. The Hospital is a not for profit corporation, duly
organized, validly existing and in good standing under the laws
of the State of Utah, its jurisdiction of incorporation and
organization and the only jurisdiction in which the nature of its
business or the character of its properties require such qualification.
The Hospital has all the necessary power and authority to conduct
the business now being conducted by it and as contemplated by the
Lease and the Official Statement and to enter into the Ground
Lease, the Lease, the Guaranty and the Bond Purchase Agreement.
2. The Ground Lease, the Lease, the Guaranty and the
Bond Purchase Agreement have each been duly authorized, executed
and delivered by the Hospital and constitute legal, valid and
binding obligations enforceable against the Hospital in accordance
with their respective terms, except to the extent that the
enforceability thereof may be limited by bankruptcy, reorganization
or other laws of general application relating to or affecting the
enforcement of creditors' rights.
3. The execution, delivery and performance by the Hospital
of the Ground Lease, the Lease, the Guaranty and the Bond Purchase
Agreement will not violate any applicable Federal or State of
Utah statute or any applicable judgment, order or regulation of
any court or any public or governmental agency or authority of
the Federal Government or the State of Utah and will not violate,
conflict with or result in the breach of any of the provisions,
terms and conditions of or constitute a default under, the Articles
of Incorporation or By-Laws of the Hospital, and all amendments
thereto, or any indenture, mortgage, deed of trust, lien, lease,
contract, order, judgment, ordinance, regulation or other agree-
ment or instrument to which the Hospital is a party or by which
it or its properties are bound.
4. The Hospital has obtained all approvals, consents,
authorizations or other orders of all municipal, State or Federal
regulatory authorities required for the consummation of the
transactions contemplated by the Ground Lease, the Lease,
the Guaranty and the Bond Purchase Agreement.
5. The Hospital is duly licensed and qualified to operate
and maintain the Hospital Facility and the Project (as those terms
are defined in the Lease).
6. The Hospital is a nonprofit corporation, no part of the
net earnings of which inure to the benefit of any private
shareholder or individual, and the Hospital is exempt from Federal
income tax under Section 501(c)(3) of the Internal Revenue Code
of 1954, as amended.
7. The execution and delivery of the Official Statement
has been duly authorized by the Hospital.
8. Nothing has come to our attention which would lead us to
believe that the Official Statement, insofar as the statements and
information set forth therein relate to the Hospital and its
business, properties and affairs, contains an untrue statement
of material fact or omits to state a material fact necessary to
make the statements therein, in the light of the circumstances
under which they were made, not misleading.
9. To the best of our knowledge, after due inquiry, we are
not aware of any facts or set of facts from which liability might
arise which would exceed the amount of the Hospital's malpractice
liability insurance described in the Official Statement under the
caption "BONDHOLDERS' RISKS - Malpractice Insurance." There is
no action, suit, litigation, proceeding, inquiry or investigation
at law or in equity or by or before any judicial or administrative
court, agency, body or other entity, pending or, to the best of our
knowledge and after due inquiry, threatened, against the Hospital
or any of its properties wherein an unfavorable decision, ruling
or finding (i) would adversely affect the validity or enforceability
of the Ground Lease, the Lease, the Guaranty or the Bond Purchase
Agreement, (ii) might result in any materially adverse change in
the business, properties, assets, liabilities or condition (financial
or other) of the Hospital, or (iii) would otherwise adversely affect
the ability of the Hospital to comply with its obligations under the
Ground Lease, the Lease, the Guaranty or the Bond Purchase Agreement,
or adversely affect the transactions contemplated by the Official
Statement.
10. The Hospital is in compliance with all zoning and
construction ordinances of the Salt Lake City, Utah, and has
obtained all necessary zoning variances and building permits.
Very truly yours,
Ray, Quinney & Nebeker
By
Don B. Allen
Exhibit B, the Official Statement, has been attached to
two original copies of the foregoing proceedings for the records
of the City and a printed version of the Official Statement will
be added to each of the additional counterarts.
EXHIBIT B
• .. ....:-.••.....
• _
• '' .. SALT LAKE CITY, UTAH
. .
.'-'-'::::-.T.'•-
DATED.— 6/ 1/1972 -.......===.
AS5UED SETTLEMENT DATE-- 8/30/1978
..............__...
ilATUEITY PRINCIPAL COUPON INTEREST TOTAL
---------- --------- ------
._..........__.....
6/ 1/1979 0 0.000 577999,72 577999.72
6/ 1/1980 130000 5,000 767822,50 897822,50 _.............___
6/ 1/1901 135000 5,150 761322,50 896322,50 ___
6/ 1/1982 145000 5.300 754370,00 899370.00
_..............
6/ 1/1983 150000 5.450 746685.00 896685,00 _.......
..
6/ 1/1904 160000 5.600 738510,00 898510.00
6/ 1/1985 170000 5.750 729550,00 899550,00 __........._
6/ 1/1926 180000 5,900 719775.00 399775,00
6/ 1/1987 190000 6,000 709155,00 899155,00 __...............__.
6/ 1/1988 200000 6,150 697755.00 897755,00
=................-----—
6/ 1/1989 215000 6.300 625455.00 900455.00 ................==•0:
................._.......
6/ 1,...1.?90 230000 6,400 671910.00 901910.00 T................___
245000 6,500 657190.00 902170.00
260000 6,600 641265.00 901265.00
6/ 1.....-IT93 275000 6.700 624105,00 899105,00
6/ 1/1.994 295000 6,800 605600,00 700620.00 .
.................... .....
6/ 1/1995 315000 6.900 525620,00 900620.06
335000 7.000 5.,=85.00
P97 360000 7,000 5V.,q35.00 900435,1.0
6/ 1/19a 305000 7.35A 5152750U 900235,00
...,.............. ..:::
6/ 1/1,?99 410000 7,350 42697.50 896937,50 ................
........__.....===,....
6/ 1/2000 445000 7.350 456202,50- 901802,50
6/ 1/2001 475000 7,350 424095.00 899095,00 —
6/ 1/2002 510000 7,350 329182,50 897182,50
6/ 1/2003 550000 7,350 351697,50 901697,50 __.......___
6/ 1/200!+ 590000 7,350 311272.50 901272:50
6/ 1/2005 630000 7,350 267907.50 897907.50 =
6/ 1/2006 675000 7,350 221602.50 296602.56 _........................._
6/ 1/2007 795000 7.350 171990.00 296990.00
6/ 1/2003 780000 7,350 112702.50 S98702.50
6/ 1/2009 335000 7,350 61372,50 896372,50
_.....__.........___
The foregoing represents the maturities and rates agree. •E
upon in the Bond Purchase Agreement. The final version of the .........-.,.,.=-.
Official Statement will have printed on the cover page and on pag7.029,,,:, _
new schedules reflecting the above rates and maturities. _.
..............___....._.
............_____.
..................._.._..
----- -...::-:.......................
_...............:......._
BOND PURCHASE AGREEMENT
August 3, 1978
Salt Lake City, Utah
City and County Building
Salt Lake City, Utah 84102
Holy Cross Hospital of Salt Lake City
1045 East First South Street
Salt Lake City, Utah 84102
Re: SALT LAKE CITY, UTAH
$11 , 000, 000 aggregate princial
amount of Hospital Revenue Bonds,
Series 1978 (Holy Cross Hospital Project)
Gentlemen:
The Underwriter hereby proposes to purchase all of the
Bonds from the Issuer and to make a public offering of the Bonds,
subject to the acceptance of this proposal by the Issuer on or
before 5 : 00 o ' clock P .M. , local time then prevailing in Salt Lake
City, Utah, on August 10 , 1978, and by the Hospital, on or before
5 : 00 o ' clock P.M. , local time then prevailing in Salt Lake City,
Utah, on August 10 , 1978 ; and subject to the following provisions .
Section 1 . Definitions . The following terms shall
have the following meanings in this Agreement unless another
meaning is plainly intended:
(a) "Accountants" means Ernst & Ernst, Salt Lake
City, Utah, independent certified public accountants;
(b) "Act" means the Utah Industrial Facilities
Development Act, as amended, Section 11-17-1 et seq. ,
Utah Code Annotated.
(c) "Agreement" means this Bond Purchase Agree-
ment by and among the Underwriter, the Issuer and the
Hospital;
(d) "Bond Counsel" means Chapman and Cutler,
Chicago, Illinois;
(e ) "Bonds" mean the $11, 000, 000 principal amount
of Hospital Revenue Bonds, Series 1978 (Holy Cross
Hospital Project) , of Salt Lake City, Utah, dated June
1, 1978 . The Bonds shall be issued under and secured
as provided in the Indenture and shall have the maturi-
ties and interest rates and be subject to Mandatory
Redemption Requirements as set forth below:
Maturities of Serial Bonds
Due Principal Interest
June 1 • Amount Rates
1980 $130, 000
5 . 00%
1981 135 , 000 5 . 15%
1982 145 , 000 5 . 30%
1983 150 , 000 5 . 45%
1984 160, 000 5 . 60%
1985 170, 000 5 . 75%
1986 180, 000 5 . 907
1987 190 , 000 6 . 007
1988 200 , 000 6 . 15%
1989 215 , 000 6 . 30%
1990 230 , 000 6 . 407
1991 245 , 000 6 . 507
1992 260, 000 6 . 60%
1993 275 , 000 6 . 70%
1994 295 , 000 6 . 807
1995 315 , 000 6 . 90%
1996 335 , 000 7 00%
1997 360, 000 7 00%
-2-
Mandatory Redemption Requirements
for Term Bonds maturing June 1, 2009
Due Principal Interest
June 1 Amount Rate
1998 $385,000 7.35%
1999 410,000 7.35%
2000 445,000 7.35%
2001 475,000 7.351
2002 510,000 7.35%
2003 550,000 7.35%
2004 590,000 7.35%
2005 630,000 7.35%
2006 675,000 7.35%
2007 725,000 7.35%
2008 780,000 7.35%
2009 835,000 7.35/
(f) "Closing" refers to the transaction at which
the Bonds are delivered by the Issuer to the Underwriter,
and paid for by the Underwriter, pursuant to this
Agreement;
(g) "Closing Documents" mean the documents de-
scribed in Section 10 hereof and required to be deli-
vered to the Underwriter at the Closing;
(h) "Code" means the Internal Revenue Code of
1954, as amended, and the regulations thereunder;
(i) "Comfort Letter" means a letter from Ernst &
Ernst, Salt Lake City, Utah, to the Board of Trustees
of the Hospital. and the Underwriter, in form and content
satisfactory to the Underwriter, dated not earlier than
five business days prior to the date of Closing, in
substantially the form set forth in Exhibit A attached
hereto.
(j) "Governing Body" means the Board of Commis-
sioners of the Issuer, or the Board of Trustees of the
Hospital, or the successor to the powers of either such
body, as the context requires;
(k) "Ground Lease" means that certain Ground
Lease dated as of June 1, 1978, by and between the
Hospital, as ground lessor, to the Issuer, as ground
lessee.
(1) 'Guaranty" means that certain Guaranty and
Security Agreement dated as of June 1, 1978, by and
between the Hospital and the Trustee.
-3-
(m) "Hospital" means Holy Cross Hospital of Salt
Lake City, Utah, a Utah not for profit corporation;
(n) "Hospital's Counsel" means Ray, Ouinney, &
Nebeker, Salt Lake City, Utah;
(o) "Indenture" means that certain Indenture and
Deed of Trust dated as of June 1, 1978, frcm the Issuer
to the Trustee;
(p) "Issuer" means Salt Lake City, Utah, a politi-
cal subdivision of the State of Utah;
(q) "Issuer's Counsel" means Roger F. Cutler, Esq. ,
Salt Lake City, Utah;
(r) "Lease" means that certain Lease dated as of
June 1, 1978, by and between the Issuer, as lessor, and
the Hospital, as lessee.
(s) "Official Statement" means the Official
Statement of the Issuer and the Hospital, with respect
to the Bonds, substantially in the form of the Prelimin-
ary Official Statement dated July 31, 1978, including
the cover page, Exhibit I attached thereto, and all
supplements or amendments thereto, with such changes as
shall be approved by the Underwriter, the Issuer and
the Hospital;
(t) "Project" means the improvements and additions
to the Hospital Facility to be financed with the proceeds
of the Series 1978 Bonds;
(u) "Trustee" means Zions First National Bank,
Salt Lake City, Utah;
(v) "Underwriter" means the undersigned, Ziegler
Securities, Inc., Suite 702 - The Tower, Rolling Meadows,
Illinois 60008, acting for and on behalf of itself and
B. C. Ziegler and Company, West Bend, Wisconsin, and
any other securities dealers as Ziegler Securities,
Inc. may designate in writing;
(w) "Underwriter's Counsel" means Borge and Pitt,
Chicago, Illinois.
Section 2. Purchase Price. Upon the terms and con-
ditions and upon the basis of the representations herein set
forth, the Underwriter shall purchase and the Issuer shall sell
all, but not less than all, of the Bonds at an aggregate purchase
price of $10,697,500 (which is equal to $11,000,000 minus the
Underwriter's discount of 2.75% of the principal amount of the
Bonds) plus accrued interest at the respective coupon rates from
June 1, 1978 to the date of Closing.
Section 3. Good Faith Deposit. The Underwriter has
delivered to the Issuer, with this proposal, as security for the
performance by the Underwriter of its obligations to accept
delivery of and pay for the Bonds at the Closing in accordance
with the provisions hereof its check, payable to the order of the
Issuer, in the amount of $110,000.00. Should the Underwriter
fail to take up and pay for the Bonds promptly in accordance with
this Agreement upon tender of the Bonds and all of the Closing
Documents by the Issuer, the good faith check may be retained and
cashed by the Issuer as full liquidated damages to the Issuer and
the Hospital. The good faith check shall be held uncashed until
the delivery of the Bonds or forfeiture by the Underwriter, but
concurrently with the delivery of and payment for the Bonds at
the Closing the good faith check shall be returned to the Under-
writer. In the event of the termination of this Agreement by the
Underwriter pursuant to the provisions of Section 11 hereof, the
good faith check shall be immediately returned to the Underwriter.
Section 4. Representations of Issuer. The Issuer
represents to the Underwriter that: (a) the statements and
information contained in the Official Statement, insofar as they
relate to the Issuer, are true and complete in all material
respects, and the Official Statement does not omit any statement
or information with respect to the Issuer which is necessary to
make the statements and information therein, in light of the
circumstances under which they are made, not misleading in any
material respect, provided, however, that the Issuer makes no
representations and expresses no opinion on the financial state-
ments and other financial and statistical data included in the
Official Statement; (b) when delivered to and paid for by the
Underwriter at the Closing in accordance with the provisions of
this Agreement, the Bonds will have been duly authorized, exe-
cuted, authenticated, issued and delivered and will constitute
valid and binding obligations of the Issuer of the character
referred to in the Official Statement, in conformity with, and
entitled to the benefit and security of, the Indenture; (c) the
Issuer is empowered and has been duly authorized to execute and
deliver the Ground Lease, the Lease, the Indenture and this
Agreement; (d) the execution and delivery of the Ground Lease,
the Lease, the Indenture and this Agreement and compliance with
the provisions thereof, under the circumstances contemplated
herein and therein, will not in any material respect conflict
with or constitute on the part of the Issuer a breach of or
default under any agreement or other instrument to which the
Issuer is a party, or any existing law, administrative regu-
lation, court order or consent decree to which the Issuer is
subject; (e) the execution and delivery of the Official Statement
have been duly authorized by the Issuer; and (f) there is no
controversy or litigation of any nature pending or, to the best
of the knowledge of the undersigned Mayor and City Recorder,
threatened restraining or enjoining the issuance, sale, execution
or delivery of the Bonds, or in any way contesting or affecting
the validity of the Bonds or any proceedings of the Issuer taken
with respect to the issuance or sale thereof, or the pledge or
application of any money or security provided for the payment of
the Bonds or the existence or powers of the Issuer.
Section 5. Representations of Hospital. The Hospital
represents to the Underwriter that: (a) the statements and
information contained in the Official Statement, insofar as they
relate to the Hospital, are true and complete in all material
respects, and the Official Statement does not omit any statement
or information with respect to the Hospital which is necessary to
make the statements and information therein, in light of the
circumstances under which they are made, not misleading in any
material respect; (b) the Official Statement does not omit any
information with respect to the business, properties and affairs
of the Hospital which might in a material respect adversely or
unfavorably affect the transactions contemplated by the Official
Statement; (c) the Hospital is a duly incorporated Utah not for
profit corporation and an organization described in Section
501(c)(3) of the Code, and exempt from federal income taxation
under Section 501(a) of the Code; (d) the Hospital is empowered
and has been duly authorized to execute and deliver the Ground
Lease, the Lease, the Guaranty and this Agreement; (e) the execu-
tion and delivery of the Ground Lease, the Lease, the Guaranty
and this Agreement, and compliance with the provisions thereof,
under the circumstances contemplated herein and therein, will not
in any material respect conflict with or constitute on the part
of the Hospital a breach of or default under any agreement or
other instrument to which the Hospital is a party, or any exist-
ing law, administrative regulation, court order or consent decree
to which the Hospital is subject; (f) the execution and delivery
of the Official Statement have been duly authorized by the Hospi-
tal; and (g) there is no action, suit, litigation, proceeding,
inquiry or investigation at law or in equity or by or before any
judicial or administrative court, agency, body or other entity,
pending or, to the best of the knowledge of the undersigned
President and Secretary, threatened against the Hospital or any
of its properties, or any basis therefor, wherein an unfavorable
decision, ruling or finding (1) would adversely affect the valid-
ity or enforceability of the Ground Lease, the this Agreement,
(2) might result in any materially adverse change in the business,
properties, assets, liabilities or condition (financial or other)
of the Hospital, (3) would otherwise adversely affect the ability
of the Hospital to comply with its obligations under the Ground
Lease, the Lease, the Guaranty or this Agreement, or adversely
affect the transactions contemplated by the Official Statement or
(4) would exceed the amount of the Hospital's malpractice liabi-
lity insurance described in the Official Statement under the
heading "BONDHOLDERS' RISKS - Malpractice insurance."
Section 6. Representation of Underwriter. The Under-
writer represents to and covenants with the Issuer and the Hospi-
tal that the Bonds will be offered and sold by the Underwriter in
accordance with applicable state and federal laws.
-6-
Section 7. Official Statement. The Issuer and the
Hospital shall deliver to the Underwriter on or before August 30,
1978, three copies of the Official Statement executed on behalf
of the Issuer and on behalf of the Hospital by their duly author-
ized officers. The Issuer and the Hospital agree that the Offi-
cial Statement (including the audited financial statements of the
Hospital included therein), and copies of the Ground Lease, the
Lease, the Guaranty and the Indenture may be used by the Under-
writer in the public offering of the Bonds; and that they will
cooperate with the Underwriter if the Underwriter decides to
register or confirm the exemption from registration for the Bonds
under the securities acts of any states and will furnish the
Underwriter with copies of resolutions, applications, reports,
consents to service of process and other documents, certified as
appropriate, as shall be necessary in the reasonable judgment of
Underwriter's Counsel to effect such registration or confirmation
of exemption from registration.
Section 8. Comfort Letter. The Hospital will cause
the Comfort Letter to be delivered to the Underwriter no later
than the last regular business day of the Underwriter prior to
the date of Closing.
Section 9. Closing, Delivery and Payment. The Closing
shall be held at 9:00 o'clock A.M., August 30, 1978, or on a date
which shall be mutually agreeable to the Trustee and the parties
hereto after the 30-day no contest period with respect to the
Bonds specified in Section 11-17-16 of the Act has expired,
whichever is later. The Closing shall be held at the offices of
Chapman and Cutler, Chicago, Illinois, or at such other place as
shall be mutually agreeable to the Trustee and the parties hereto.
At the Closing the Underwriter will accept delivery of the Bonds
from the Issuer, and will make payment therefor as provided
herein in immediately available funds upon tender of the Bonds to
the Underwriter by the Issuer, and delivery to the Underwriter of
all of the Closing Documents.
Section 10. Closing Documents. The Closing Documents
shall consist of the following, each properly executed, certified
or otherwise verified, and in such form, as may be satisfactory
to Bond Counsel, the Underwriter, and Underwriter's Counsel
including, but not limited to, the matters hereinafter set forth:
(a) the Ground Lease;
(b) the Lease;
(c) the Indenture;
(d) the Guaranty;
(e) the Issuer's closing certificate confirming
as of the date of Closing (i) the representations made by the
Issuer herein; (ii) the application of the proceeds of the
-7-
•
sale of the Bonds as described in the Indenture; and
(iii) the adoption and present effectiveness of all
resolutions of its Board of Commissioners considered
necessary, in the opinion of Bond Counsel, in connec-
tion with the transactions contemplated hereby, to-
gether with copies of said resolutions certified by the
Issuer's City Recorder;
(f) the Hospital's closing certificate confirming
as of the date of Closing (i) the representations made
by the Hospital herein; (ii) the application of the
proceeds of the sale of the Bonds as described in the
Indenture; and (iii) the adoption and present effective-
ness of all resolutions of the Hospital considered
necessary, in the opinion of Bond Counsel, in connection
with the transactions contemplated hereby, together
with copies of said resolutions certified by the Hospital's
Secretary;
(g) the Hospital's articles of incorporation and
a good standing certificate certified by the Secretary
of State of Utah and a copy of the Hospital's By-Laws
certified by its Secretary;
(h) the unqualified approving opinion of Bond
Counsel in substantially the form set forth in Exhibit
B attached hereto;
(i) an opinion of Hospital's Counsel in substan-
tially the form set forth in Exhibit C attached hereto;
(j) an opinion of Issuer's Counsel in substan-
tially the form set forth in Exhibit D attached hereto;
(k) an ALTA mortgagee's title insurance policy
payable to the Trustee in the amount of not less than
$11,000,000, conforming to the requirements set forth
in Section 206(d) of the Indenture;
(1) a copy of all historical financial statements
included in the Official Statement, together with the
report issued in connection therewith, manually signed
by the Accountants issuing such report, and the Accoun-
tants' written consent to the use of their report in
the Official Statement and to the references to their
firm under the heading "Experts" therein;
(m) evidence satisfactory to Bond Counsel and
Underwriter's Counsel that the Hospital is an organi-
zation described in Section 501(c)(3) of the Code;
(n) a Certification and Opinion of Counsel (said
Opinion to be rendered by Bond Counsel), pursuant to
the requirements of Section 103(c) of the Code;
-8-
•
(o) copies of any and all documents required by
the provisions of the Lease and the Indenture to be
obtained or furnished by the Hospital and the Issuer at
or prior to the Closing including, especially, but not
limited to, the certificates, written statements,
certified resolutions, executed documents, opinions,
requests and authorizations described in Section 206 of
the Indenture;
(p) a copy of any permits or licenses which the
Hospital is required to have in order to operate a
hospital, including approvals of state health planning
authorities referred to in Section 1122 of the Social
Security Act with respect to the items comprising the
Project, certified by the Secretary of the Hospital;
and
(q) such additional legal opinions, certificates,
instruments and other documents as the Underwriter,
Underwriter's Counsel, or Bond Counsel may reasonably
request to evidence: compliance by the Issuer and the
Hospital with legal requirements; the truth and accuracy,
as of the date of Closing, of the respective representa-
tions contained herein and in the Official Statement;
and the due performance or satisfaction by them of all
agreements to be performed by them and all conditions
to be satisfied by them at or prior to the Closing.
Section 11. Termination by Underwriter. This Agree-
ment may be terminated in writing by the Underwriter if any of
the following shall occur: (i) this Agreement shall not have
been accepted by the Issuer and the Hospital within the time
herein provided; (ii) the signed Official Statement and the
Comfort Letter shall not have been provided within the time
required by this Agreement; (iii) the Bonds and all of the
Closing Documents shall not have been delivered to the Under-
writer as of 12:00 o'clock, noon, on the date of Closing; (iv)
legislation shall be enacted, or actively considered for enact-
ment, or a court decision announced, or a ruling, regulation or
decision by or on behalf of a governmental agency having juris-
diction of the subject matter shall be made, to the effect that
the revenues or other income of the general character to be
derived by the Issuer or by any similar body, or interest on
obligations of the general character of the Bonds shall not be
exempt from federal income taxes, or that securities of the
general character of the Bonds shall not be exempt from regis-
tration under the Securities Act of 1933, or that the Indenture
shall not be exempt from qualification under the Trust Indenture
Act of 1939; (v) there shall exist any event or circumstance
which, in the opinion of the Underwriter, either makes untrue or
incorrect in a material respect any statement or information
contained in the Official Statement, or is not reflected in the
Official Statement but should be reflected therein in order to
make the statements and information contained therein not mis-
-9-
•
leading in a material respect; (vi) there shall have occurred any
outbreak of hostilities or other national or international calam-
ity or crisis, the effect of such outbreak, calamity or crisis on
the financial markets of the United States of America being such
as, in the opinion of the Underwriter, would make it impracticable
for the Underwriter to sell the Bonds; (vii) there shall be in
force a general suspension of trading on the New York Stock
Exchange, or minimum or maximum prices for trading on the New
York Stock Exchange shall have been fixed and be in force; (viii)
in the judgment of the Underwriter the market price of the Bonds,
or the market price generally of obligations of the general
character of the Bonds, might be adversely affected because: (a)
additional material restrictions not in force as of the date
hereof shall have been imposed upon trading in securities generally
by any governmental authority or by any national securities
exchange, or (b) the New York Stock Exchange or other national
securities exchange, or any govermental authority, shall impose,
as to the Bonds or similar obligations, any material restrictions
not now in force, or increase materially those now in force, with
respect to the extension of credit by, or the charge to the net
capital requirements of, underwriters; or (ix) a general banking
moratorium shall have been declared by either federal, Illinois,
New York or Utah authorities having jurisdiction, and shall be in
force.
Section 12. Termination la Issuer. This Agreement may
be terminated in waiting by the Issuer inthe event that the
Underwriter shall fail to accept delivery of the Bonds on the
Closing date upon tender thereof to the Underwriter by the Issuer,
and delivery to the Underwriter of all of the Closing Documents,
provided, however, that the provisions of Section 3 hereof (relat-
ing to liquidated damages), Section 14 hereof (relating to the
payment of expenses) and Section 17 hereof (relating to indemnifi-
cation) shall continue to be in full force and effect notwith-
standing termination by the Issuer pursuant to this Section 12 or
termination by the Underwriter pursuant to Section 11 hereof.
Section 13. Changes Affecting the Official Statement
After the closing. After the Closing, and so long as the Under-
writer or any participating dealer shall be offering Bonds which
constitute the whole or a part of their unsold participations,
the Issuer will not adopt any amendment of or supplement to the
Official Statement except with the written consent of the Under-
writer and the Hospital; and if any event relating to or affecting
the Issuer or the Hospital shall occur the result of which shall
make it necesssary, in the opinion of the Underwriter or Under-
writer's Counsel, to amend or supplement the Official Statement
in order to make it not misleading in the light of the circum-
stances existing at that time, the Hospital on behalf of the
Issuer (at the Hospital's sole expense) shall forthwith prepare
and furnish to the Underwriter a reasonable number of copies of
an amendment of or supplement to the Official Statement in form
and substance satisfactory to the Underwriter, so that it then
will not contain an untrue statement of a material fact or omit
-10-
to state a material fact necessary to make the statements therein,
in the light of the circumstances existing at that time, not
misleading. Prior to the distribution of such amendment or
supplement, the Issuer shall authorize such distribution, which
authorization shall not be unreasonably withheld.
Section 14. Expenses. Except as hereinafter specifi-
cally provided, all expenses and costs of the Hospital and the
Issuer incident to the performance of their obligations in con-
nection with the authorization, issuance and sale of the Bonds,
including fees of accountants, consultants, Hospital's Counsel,
Bond Counsel, the Trustee and rating agencies, the expenses of
recording and title insurance and the expenses of printing the
Bonds and the Official Statement shall be paid by the Hospital
from the proceeds of the Bonds or otherwise. The fees and expenses
in connection with the registration of the Bonds for "blue sky"
purposes, the fees and expenses of Underwriter's Counsel, the
Underwriter's travel expenses, and the Underwriter's expenses for
advertising the Bonds for sale shall be paid by the Underwriter.
Section 15. Notices. Any notice or other communica-
tion to be given to the Issuer and the Hospital under this Agree-
ment may be given by delivering the same in writing to their
respective addresses set forth above; and any such notice or
other communication to be given to the Underwriter may be given
by delivering the same in writing to the Underwriter at Suite
702 - The Tower, Rolling Meadows, Illinois 60008.
Section 16. Parties and Interests; Hospital's Under-
takings; Survival of Representations. This Agreement is made
solely for the benefit of the Issuer, the Hospital, and the
Underwriter, including the successors and assigns of the Under-
writer, and no other person, partnership, association or corpor-
ation shall acquire or have any rights hereunder or by virtue
hereof. All representations and agreements by the Issuer and the
Hospital in this Agreement shall remain operative and in full
force and effect regardless of any investigation made by or on
behalf of the Underwriter, and shall survive the delivery of and
payment for the Bonds.
Section 17. Indemnification. The Hospital agrees to
indemnify and hold harmless the Issuer and Underwriter, and any
person who controls the Underwriter within the meaning of the
Securities Act of 1933, against any and all losses, claims,
damages and liabilities arising out of any statement or infor-
mation contained in the Official Statement relating to the Hos-
pital, its properties and revenues that is untrue in any material
respect, or the omission therefrom of any information which
should be contained therein which is necessary to make the state-
ments therein, in the light of the circumstances under which they
are made, not misleading in any material respect and to the
extent of the aggregate amount paid in settlement of any litiga-
tion commenced or threatened arising from a claim based upon any
such untrue statement or omission if such settlement is effected
-11-
with the written consent of the Hospital. In case any claim
shall be made or action brought against the Issuer or the Under-
writer or any controlling person (as aforesaid) based upon the
Official Statement, in respect of which indemnity may be sought
against the Hospital, the Issuer or the Underwriter, as the case
may be, shall promptly notify the Hospital in writing setting
forth the particulars of such claim or action and the Hospital
shall assume the defense thereof including the retaining of
counsel and the payment of all expenses. The Issuer and the
Underwriter or any such controlling person shall have the right
to retain separate counsel in any such action and to participate
in the defense thereof, but the fees and expenses of such counsel
shall be at the expense of the party retaining such counsel
unless the retaining of such counsel has been specifically author-
ized by the Hospital.
Section 18. Severability. In the event any provision of
this Agreement shall be held invalid or unenforceable by any
court of competent jurisdiction, such holding shall not invali-
date or render unenforceable any other provision hereof.
ZIEGLER SECURITIES, INC.
BY 4 � t�
�L-
ichard J. B ashler,
Vice President
Accepted by SALT LAKE CITY,
UTAH, o ugust 10, 1978
L. s
(SEAL) d Wilson, Mayor
ATTEST: J �/
/�l� ,
Mired V. Higham,
City Recorder
Accepted by HOLY CROSS HOSPITAL
OF SALT LAKE CITY o. ugus• 8, 1978
Jo .,ph Ro enblatt, President
(SEAL)
ATTEST:
Sister nne S.C. ,
Secretary
7 :1aims:�J j,j Jr/
•
A
Exhibit A
Holy Cross Hospital of Salt Lake City
Salt Lake City, Utah
and
Ziegler Securities, Inc.
Rolling Meadows, Illinois
Dear Sirs:
We have examined the balance sheets of Holy Cross Hospital of Salt Lake
City as of May 31, 1978 and 1977, and the related statements of revenue
and expenses, fund balances and changes in financial position of un-
restricted funds for the five years then ended, included in the Official
Statement for $11,000,000 Salt Lake City, Utah Hospital Revenue Bonds
Series 1978 (Holy Cross Hospital Project); our opinion with respect
thereto is also included in such Official Statement. Such Official
Statement, dated August 8, 1978, is herein referred to as the "Official
Statement". In connection with the Official Statement:
1. We are independent accountants with respect to the Hospital
within the meaning of generally accepted auditing standards and
the Code of Professional Ethics of the American Institute of
Certified Public Accountants.
2. We have not examined any financial statements of the Hospital
as of any date or for any period subsequent to May 31, 1978.
Although we have made an examination for the year ended May 31,
1978, the purpose (and therefore the scope) of such examination
was to enable us to express our opinion on the financial
statements as of May 31, 1978, and for the year then ended but
not on the financial statements for any interim period within
such year. Therefore, we are unable to and do not express any
opinion on the financial position, results of operations,
changes in fund balances or changes in financial position of
unrestricted funds as of any date or for any period subsequent
to May 31, 1978.
11:yr°1 1'1 A R .1:17
�a�m.� 3Ndti:7 .1
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3. For purposes of this letter, we have read the minutes of
meetings of the Board of Trustees, Finance Committee and
Executive Committee of the Hospital for the period from May 31,
1978, through August , 1978, as set forth in the minute books
at August 28, 1978, officials of the Hospital having advised us
that the minutes of all such meetings through that date were
set forth therein, and have carried out other procedures to
August , 1978, (our work did not extend to the period from
August 26, 1978 to August 30, 1978, inclusive), as follows:
a. With respect to the period from June 1, 1978 to July 31,
1978, we have:
1) read the unaudited financial statements of the Hos-
pital for the two months ended July 31, 1977 and 1978
furnished us by the Hospital, attached hereto as
Exhibit A, officials of the Hospital having advised
us that no such financial statements as of any date
or for any period subsequent to July 31, 1978, were
available, and
2) made inquiries of certain officials of the Hospital
who have the responsibility for financial and .
accounting matters whether the unaudited financial
statements referred to under a(1) above are stated on
a basis substantially consistent with that of the
audited financial statements included in the Official
Statement.
The foregoing procedures do not constitute an examination made
in accordance with generally accepted auditing standards.
Also, they would not necessarily reveal matters of significance
with respect to the comments in the following paragraph.
Accordingly, we make no representations as to the sufficiency
of the foregoing procedures for your purposes.
4. Nothing came to our attention as a result of the foregoing
procedures, however, that caused us to believe that:
a) At July 31, 1978, there was any change in the indebtedness
of the Hospital other than as occasioned by repayments of
such indebtedness, or any decrease in the fund balance, as
compared with the amounts shown in the May 31, 1978,
audited balance sheet included in the Official Statement;
or
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b) For the period from June 1, 1978 to July 31, 1978, there
were any decreases, as compared with the corresponding
period in the preceding year, in the Net Income Available
for Debt Service of the Hospital (as defined in the
Official Statement) or the fund balances:
except in all instances for changes which the Official State-
ment discloses have occurred or may occur.
S. As mentioned under 3(b), Hospital officials have advised us
that no statements as of any date or for any period subsequent
to July 31, 1978, are available; accordingly, the procedures
carried out by us with respect to changes in financial
statement items after July 31, 1978, have, of necessity, been
even more limited than those with respect to the periods
referred to in 3. We have made inquiries of certain officials
of the Hospital who have responsibility for financial and
accounting matters as to whether (i) there was any change at
August 28, 1978, in the indebtedness of the Hospital other than
as occasioned by repayments of such indebtedness, or any
decrease in the fund balances, as compared with the amounts at
May 31, 1978, or (ii) for the period from June 1, 1978 to
August 28, 1978, there were any decreases, as compared with the
corresponding period in the preceding year, in the Net Income
Available for Debt Service of the Hospital (as defined in the
Official Statement) or the fund balance. On the basis of these
inquiries and our of the minutes as described in 3, nothing
came to our attention that caused us to believe that there was
any such change or decrease, except in all instances for
changes which the Official Statement discloses have occurred or
may occur.
This letter is solely for the information of, and assistance to, the
underwriters, in connection with the offering of securities covered by
the Official Statement, and is not to be used, circulated, quoted or
otherwise referred to, for any other purpose, including but not limited
to the purchase or sale of securities, nor is it to be filed with or
referred to in whole or in part in the Official Statement or any other
document, except that reference may be made to it in the underwriting
agreement or in any list of closing documents pertaining to the offering
of securities covered by the Official Statement.
Very truly yours,
ERNST & ERNST
•
Exhibit B
[Letterhead of Chapman and Cutler]
[Dated the date of Closing]
Ziegler Securities, Inc. , acting
for and on behalf of itself and
the other underwriters designated
pursuant to the Bond Purchase
Agreement dated August 8, 1978
Re: $11,000,000 Hospital Revenue Bonds, Series 1978
(Holy Cross Hospital Project) of Salt Lake City,
Utah
Gentlemen:
We have acted as bond counsel in connection with the
issuance and sale by Salt Lake City, Utah, a political subdivision
of the State of Utah (the "City") , of the Bonds referred to in
the caption hereof (the "Bonds") , issued under that certain
Trust Indenture dated as of June 1, 1978 (the "Indenture")
between the City and [Name of Trustee] , as Trustee (the "Trustee") .
The Bonds are payable solely out of the rents and other sums
to be derived from the leasing of certain health care faci-
lities by the City to Holy Cross Hospital of Salt Lake City, a
Utah not for profit corporation (the "Hospital") , pursuant to
that certain Ground Lease dated as of June 1, 1978 (the "Ground
Lease") and that certain Lease dated as of June 1, 1978 (the
"Lease") , each between the City and the Hospital, and are guaranteed
by the Hospital pursuant to that certain Guaranty and Security
Agreement dated as of June 1, 1978 (the "Guaranty") between the
Hospital and the Trustee.
The Bonds are being issued for the purpose of enabling
the City to acquire a leasehold interest in certain hospital
facilities of the Hospital at a price sufficient to retire certain
long term indebtedness of the Hospital incurred to finance such
facilities and also for the purpose of financing additional
capital improvements thereto, and are being sold to you pursuant
to that certain Bond Purchase Agreement dated August 8, 1978 (the
"Bond Purchase Agreement") among you, the Hospital and the City.
In connection therewith the Hospital and the City have issued an
Official Statement dated the date hereof (the "Official Statement")
pertaining to the Bonds.
As such bond counsel we have examined the following:
(a) A certified copy of the proceedings of the City
authorizing, among other things, the execution and delivery
of the Indenture, the Ground Lease, the Lease, the Bond
Purchase Agreement and the Official Statement and the
issuance and sale of the Bonds;
(b) Certified copies of the Articles of Incor-
poration and the By-Laws of the Hospital;
(c) A Certificate of the Secretary of State of
Utah relative to the good standing of the Hospital;
(d) A certified copy of the corporate proceedings
of the Board of Trustees and Members of the Hospital
authorizing, among other things, the execution and de-
livery of the Lease, the Ground Lease, the Guaranty, the
Bond Purchase Agreement and the Official Statement;
(e) Executed counterparts of the Indenture, the
Lease, the Ground Lease, the Guaranty, the Bond Pur-
chase Agreement and the Official Statement;
(f) Executed Bond numbered 1;
(g) The opinion of Roger F. Cutler, Esq. , counsel
for the City;
(h) The opinion of Messrs. Ray, Quinney & Nebeker,
counsel for the Hospital;
(i) A leasehold title insurance policy or commitment
therefor, issued by Fidelity National Title Insurance
Company; and
(j) Such other documents and showings and related
matters of law as we have deemed necessary in order to
enable us to render this opinion.
Based upon the foregoing and in reliance upon the
matters referred to in the last paragraph of this opinion, we
are of the opinion that:
1. The City is a political subdivision of the State of
Utah with full power and authority to enter into, execute and
deliver the Indenture, the Ground Lease, the Lease, the Bond
Purchase Agreement and the Official Statement and to issue and sell
the Eonds.
2. The Hospital is a not for profit corporation duly
organized, validly existing and in good standing under the laws
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of the State of Utah and has full power and authority to enter
into, execute and deliver the Ground Lease, the Lease, the
Guaranty, the Bond Purchase Agreement and the Official Statement.
3. The Indenture, the Ground Lease, the Lease, the
Guaranty and the Bond Purchase Agreement have been duly authorized
by all necessary action on the part of the City and the Hospital,
have been duly executed and delivered by authorized officers
of the City, the Hospital and the Trustee, respectively, and
constitute the legal, valid and binding obligations of the
respective parties thereto in accordance with their respective
terms, except to the extent limited by bankruptcy, reorganization
or other similar laws affecting the enforcement of creditors'
rights generally.
4. The Official Statement has been duly authorized, •
executed and delivered by the Hospital and the City.
5. The Bonds have been duly authorized by all necessary
action on the part of the City, have been duly executed by auth-
orized officers of the City, authenticated by the Trustee and
issued by the City and constitute the legal, valid and binding
special obligations of the City in accordance with their terms,
except as limited by bankruptcy, reorganization or other similar
laws affecting the enforcement of creditors' rights generally, and
are entitled to the benefit and security of the Indenture.
6. Under existing laws, including current rulings
and official interpretations of law by the United States Internal
Revenue Service, interest on the Bonds is excludable from the
gross income of the recipients threof for federal income tax
purposes.
7. Interest on the Bonds is not subject to taxation
under the Utah Individual Income Tax Act of 1973 and the Bonds
are exempt from all ad valorem taxes of the State of Utah.
6. The Hospital has good title to the real estate
specifically described in the Ground Lease, free of all liens,
charges and encumbrances except such as are permitted thereby, and
the Ground Lease, the Lease and the Indenture have been duly
recorded in the Office of the County Recorder of Salt Lake
County, Utah.
9. The information contained in the Official Statement
under the headings entitled "Definitions of Certain Terms,"
"The Series 1976 Bonds," "Summary of Principal Instruments" and
"Tax Exemption" is an accurate statement or summary of the matters
set forth therein and fairly presents the information purported
to be shown.
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10. Nothing has come to our attention which would
lead us to believe that the Official Statement contains an
untrue statement of a material fact or omits to state a material
fact required to be stated therein or necessary to make the state-
ments therein, in light of the circumstances in which they were
made, not misleading.
11. The Indenture, the Bonds, the Ground Lease, the
Lease and the Guaranty conform to the summaries of the terms and
provisions thereof contained in the Official Statement.
12. The Bonds constitute exempt securities within
the meaning of Section 3(a) (2) of the Securities Act of 1933,
as amended, and Section 304(a) (4) of the Trust Indenture Act of
1939, as amended, respectively; and it is not necessary in con-
nection with the sale of the Bonds to the public to register
the Bonds or the obligations of the Hospital contained in the
Lease or the Guaranty under the Securities Act of 1933, as
amended, or to qualify the Indenture under the Trust Indenture
Act of 1939, as amended.
13. The facts, estimates and circumstances set forth
in the Arbitrage Certificate of the City being delivered to
you in connection with your purchase of the Bonds are sufficient
to satisfy the criteria which are necessary under Section 103(c)
of the Internal Revenue Code of 1954, as amended, and the regula-
tions issued and proposed thereunder to support the conclusion
that the Bonds are not "arbitrage bonds", and no matters have
come to our attention which make such representations unreasonable
or incorrect.
In rendering this opinion we have relied upon (i) the
opinion of Messrs. Ray, Quinney & Nebeker, counsel for the Hospital,
referred to in paragraph (h) above with respect to all matters re-
lating to the title of the Hospital to the real estate specifically
described in the Ground Lease and the Lease and the description
thereof in the Ground Lease and the Lease and the location of the
hospital facilities of the Hospital thereon and (ii) an affidavit
of an officer of the Hospital as to all matters which are not
required to appear of record in order to be effective against
bona fide purchasers or mortgagees without notice and as to
judgments and tax liens. We have further relied on the opinion
of counsel for the Hospital as to all matters relating to the
organization and incorporation of the Hospital and the power and
authority of the Hospital to conduct its health care activities
as now being conducted.
In rendering this opinion we express no opinion on the
financial statements and the other financial and statistical data
included in the Official Statement.
Respectfully submitted,
C.R. Foltz:bd
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Exhibit C
(Letterhead of Ray, Quinney & Nebeker, Salt Lake City, Utah)
(Dated the date of Closing)
Holy Cross Hospital of Salt Chapman and Cutler
Lake City 111 West Monore Street
1045 East First South Street Chicago, Illinois 60603
Salt Lake City, Utah 84102
Ziegler Securities, Inc. Gorge and Pitt
The Tower - Suite 702 120 South LaSalle Street
Rolling Meadows, Illinois 60008 Chicago, Illinois 60603
Gentlemen:
We have acted as counsel for Holy Cross Hospital of Salt
Lake City, a Utah not for profit corporation (the "Hospital"), in
connection with the issuance by Salt Lake City, Utah (the "City")
of its $11,000,000 principal amount of Hospital Revenue Bonds,
Series 1978 (Holy Cross Hospital Project) dated June 1, 1978 (the
"Bonds") pursuant to a Trust Indenture and Indenture of Mortgage
dated as of June 1, 1978, by and between the City and Zions First
National Bank, Salt Lake City, Utah, as Trustee (the "Trustee").
In this connection, we have examined the following:
1. The Articles of Incorporation of the Hospital and all
amendments thereto.
2. The By-Laws of the Hospital and all amendments thereto.
3. Certified copies of the resolutions of the Board of
Trustees of the Hospital and of the Members of the Hospital
authorizing the execution and delivery of:
a. A Ground Lease dated as of June 1, 1978 (the "Ground
Lease"), by and between the Hospital, as lessor, and the City, as
lessee;
b. A Lease dated as of June 1, 1978 (the "Lease"), by
and between the City, as lessor, and the Hospital, as lessee;
c. A Guaranty and Security Agreement dated as of June
1, 1978 (the "Guaranty"), by and between the Hospital and the Trustee;
d. A Bond Purchase Agreement dated August 8, 1978 (the
"Bond Purchase Agreement") by and between the City and Ziegler
Securities, Inc., as Managing Underwriter, and approved by the
Hospital; and
•
e. The Official Statement dated August 8, 1978 with
respect to the Bonds (the "Official Statement").
4. Executed counterparts of the Ground Lease, the Lease,
the Guaranty, the Bond Purchase Agreement and the Official Statement.
5. Such other documents and related matters of law as in
our judgment are necessary or advisable in the giving of this
opinion.
Based upon the foregoing, we are of the opinion that:
1. The Hospital is a not for profit corporation, duly
organized, validly existing and in good standing under the laws
of the State of Utah, its jurisdiction of incorporation and
organization and the only jurisdiction in which the nature of its
business or the character of its properties require such qualification.
The Hospital has all the necessary power and authority to conduct
the business now being conducted by it and as contemplated by the
Lease and the Official Statement and to enter into the Ground
Lease, the Lease, the Guaranty and the Bond Purchase Agreement.
2. The Ground Lease, the Lease, the Guaranty and the
Bond Purchase Agreement have each been duly authorized, executed
and delivered by the Hospital and constitute legal, valid and
binding obligations enforceable against the Hospital in accordance
with their respective terms, except to the extent that the
enforceability thereof may be limited by bankruptcy, reorganization
or other laws of general application relating to or affecting the
enforcement of creditors' rights.
3. The execution, delivery and performance by the Hospital
of the Ground Lease, the Lease, the Guaranty and the Bond Purchase
Agreement will not violate any applicable Federal or State of
Utah statute or any applicable judgment, order or regulation of
any court or any public or governmental agency or authority of
the Federal Government or the State of Utah and will not violate,
conflict with or result in the breach of any of the provisions,
terms and conditions of or constitute a default under, the Articles
of Incorporation or By-Laws of the Hospital, and all amendments
thereto, or any indenture, mortgage, deed of trust, lien, lease,
contract, order, judgment, ordinance, regulation or other agree-
ment or instrument to which the Hospital is a party or by which
it or its properties are bound.
4. The Hospital has obtained all approvals, consents,
authorizations or other orders of all municipal, State or Federal
regulatory authorities required for the consummation of the
transactions contemplated by the Ground Lease, the Lease,
the Guaranty and the Bond Purchase Agreement.
5. The Hospital is duly licensed and qualified to operate
and maintain the Hospital Facility and the Project (as those terms
are defined in the Lease).
6. The Hospital is a nonprofit corporation, no part of the
net earnings of which inure to the benefit of any private
shareholder or individual, and the Hospital is exempt from Federal
income tax under Section 501(c)(3) of the Internal Revenue Code
of 1954, as amended.
7. The execution and delivery of the Official Statement
has been duly authorized by the Hospital.
8. Nothing has come to our attention which would lead us to
believe that the Official Statement, insofar as the statements and
information set forth therein relate to the Hospital and its
business, properties and affairs, contains an untrue statement
of material fact or omits to state a material fact necessary to
make the statements therein, in the light of the circumstances
under which they were made, not misleading.
9. To the best of our knowledge, after due inquiry, we are
not aware of any facts or set of facts from which liability might
arise which would exceed the amount of the Hospital's malpractice
liability insurance described in the Official Statement under the
caption "BONDHOLDERS' RISKS - Malpractice Insurance." There is
no action, suit, litigation, proceeding, inquiry or investigation
at law or in equity or by or before any judicial or administrative
court, agency, body or other entity, pending or, to the best of our
knowledge and after due inquiry, threatened, against the Hospital
or any of its properties wherein an unfavorable decision, ruling
or finding (i) would adversely affect the validity or enforceability
of the Ground Lease, the Lease, the Guaranty or the Bond Purchase
Agreement, (ii) might result in any materially adverse change in
the business, properties, assets, liabilities or condition (financial
or other) of the Hospital, or (iii) would otherwise adversely affect
the ability of the Hospital to comply with its obligations under the
Ground Lease, the Lease, the Guaranty or the Bond Purchase Agreement,
or adversely affect the transactions contemplated by the Official
Statement.
10. The Hospital is in compliance with all zoning and
construction ordinances of the Salt Lake City, Utah, and has
obtained all necessary zoning variances and building permits.
Very truly yours,
Ray, Quinney & Nebeker
By
Don B. Allen
Exhibit D
(Letterhead of Roger F. Cutler, Esq. )
(Dated the date of Closing)
Salt Lake City, Utah Chapman and Cutler
City and County Building 111 West Monroe Street
Salt Lake City, Utah 84102 Chicago, Illinois 60603
Ziegler Securities, Inc. Borge and Pitt
The Tower - Suite 702 120 South LaSalle Street
Rolling Meadowns, Illinois 60008 Chicago, Illinois 60603
Gentlemen:
I have acted as counsel for Salt Lake City, Utah (the "City")
in connection with the issuance by the City of $11,000,000 principal
amount of its Hospital Revenue Bonds, Series 1978 (Holy Cross
Hospital Project) dated June 1, 1978 (the "Bonds"), pursuant to
a Trust Indentrue and Indenture of Mortgage dated as of June
1, 1978 (the "Indenture") by and between one City and Zions First
National Bank, Salt Lake City, Utah, as Trustee.
In this connection, I have examined the following:
1. Certified copies of Resolutions of the Board of
Commissioners of the City adopted on July _, 1978 and August 8,
1978 authorizing:
a. the issuance and sale of the Bonds; and
b. the execution and delivery of:
(1) a Ground Lease dated as of June 1, 1978 (the
"Ground Lease"), by and between the Holy Cross Hospital of
Salt Lake City, a Utah not for profit corporation (the "Hospital"),
as lessor, and the City, as lessee;
(2) a Lease dated as of June 1, 1978 (the "Lease"), by
and between the City, as Lessor, and the Hospital, as Lessee;
(3) the Indenture;
(4) the Bond Purchase Agreement dated August 8, 1978 (the
"Bond Purchase Agreement") by and between the City and Ziegler
securities, Inc. as Managing Underwriter, and approved by the
Hospital; and
• •
(5) the Official Statement dated August 8, 1978 relating
to the Bonds (the "Official Statement").
2. Executed counterparts of the Ground Lease, the Lease,
the Indenture, the Bond Purchase Agreement and the Official Statement.
3. Such other documents and related matters of law as
in my judgment are necessary or advisable in the giving of this
opinion.
Based upon the foregoing, I am of the opinion that:
1. The City is a municipal corporation, duly organized,
validly existing and in good standing under the laws of the
State of Utah.
2. The City has all necessary power and authority to
enter into the Ground Lease, the Lease, the Indenture and the Bond
Purchase Agreement.
3. The Ground Lease, the Lease, the Indenture and the
Bond Purchase Agreement have each been duly authorized, executed
and delivered by the City and constitute legal, valid and binding
obligations enforceable against the City in accordance with their
respective terms, except to the extent that the enforceability
thereof may be limited by bankruptcy, reorganization or other
laws of general application relating to or affecting the enforce-
ment of creditors' rights.
4. The execution, delivery and performance by the City
of the Ground Lease, the Lease, the Indenture and the Bond
Purchase Agreement will not violate any applicable Federal or
State of Utah statute or any applicable judgment, order or regulation
of any court or any public or governmental agency or authority
of the Federal Government or the State of Utah and will not
violate, conflict with or result in the breach of any of the
provisions, terms and conditions of or constitue a default under
any indenture, mortgage, deed of trust, lien, lease, contract,
order, judgment, ordinance, regulation or other agreement or
instrument to which the City is a party or by which it or
its properties are bound.
5. The execution and delivery of the Official Statement
has been duly authorized by the City.
6. Nothing has come to my attention which would lead me
to believe that the Official Statement, insofar as the statements
and information set forth therein relate to the City, contains an
untrue statement of material fact or omits to state a material fact
necessary to make the statements therein, in the light of the
circumstances under which they are made, not misleading.
7. There is no controversy or litigation of any nature now
pending or, to the best of my knowledge and after due inquiry,
threatened restraining or enjoining the issuance, sale, execution
or delivery of the Bonds, or in any way contesting or affecting the
validity of the Bonds or any proceedings of the City taken with
respect to the issuance or sale thereof, or the pledge or application
of any money or security provided for the payment of the Bonds
or the existence or powers of the City.
8. To the best of my knowledge and after due inquiry, the
City has not received any notification from the Internal Revenue
Service to the effect that its certifications with respect to
"arbitrage" pursuant to Section 103(c) of the Internal Revenue
Code of 1954, as amended, may not be relied upon; and no other
facts or circumstances have come to my attention which would cause
me to conclude that holders of the Bonds may not rely upon such
certifications.
In rendering this opinion, I am expressing no opinion on
the financial statements and the other financial and statistical
data included in the Official Statement.
Very truly yours,
Roger F. Cutler
V1 t --a�ew., 't4 _— ——
y
1 Resolution No.
By Jennings Phillips, Jr.
��m ss oNER
Confirming the sale by Salt Lake City,
Utah, of its $11,000,000.00 Hospital
Revenue Bonds, Series 1978, for the' I
Holy Cross Hospital Project.
i
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II
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Presented to the;card of Commissioners
AND PASSED
A.0 G 1 0 197E3
for
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