HomeMy WebLinkAboutMINUTES - 08072001 - C.121 BOARD OF SUPERVISORS OF THE COUNTY OF CONTRA COSTA
RESOLUTION NO. 2001/343
RESOLUTION AUTHORIZING THE ISSUANCE AND SALE OF NOT TO
EXCEED $100,000,000 COUNTY OF CONTRA COSTA, CALIFORNIA, 2001-
2002 TAX AND REVENUE ANTICIPATION NOTES; APPROVING THE
FORMS OF AND DIRECTING THE DISTRIBUTION OF A NOTICE OF
INTENTION TO SELL, AN OFFICIAL NOTICE OF SALE AND AN
OFFICIAL STATEMENT; DELEGATING TO COUNTY ADMINISTRATOR
OR HIS DESIGNEE AUTHORIZATION TO AWARD BIDS FOR SAID
NOTES; AND AUTHORIZING TAKING OF NECESSARY ACTIONS AND
EXECUTION OF NECESSARY DOCUMENTS
WHEREAS, pursuant to Sections 53850 et seq. of the Government Code of the
State of California(the "Government Code"), this Board of Supervisors (the "Board") has found
and determined that the sum of not to exceed One Hundred Million Dollars ($100,000,000) is
needed for the requirements of the County of Contra Costa (tile "County") to satisfy obligations
payable fro>n the general fund of the County(the"General Fund") and that it is necessary that
said sum be borrowed for such purpose at this time by the issuance of temporary notes (the
"Notes") therefor in anticipation of the receipt of taxes, revenue and other moneys to be received
by the County for the General Fund of the County allocable to Fiscal Year 2001-2002;
WHEREAS, it appears, and the Board hereby finds and determines, that said sum
of One Hundred Million Dollars ($100,000,000), when added to the interest estimated to be
payable thereon, does not exceed eighty-five percent(85%)of the estimated amount of the
uncollected taxes, income, revenue, cash receipts and other moneys of the County for the
General Fund of the County attributable to Fiscal Year 2001-2002 and available for the payment
of the principal of and interest on the Notes;
WHEREAS, no money has heretofore been borrowed by the County through the
issuance of any temporary notes in anticipation of the receipt of, or payable or secured by, taxes,
income, revenue, cash receipts or other moneys of the County received or accrued during or
allocable to Fiscal Year 2001-2002;
WHEREAS, pursuant to Section 53856 of the Government Code, certain revenues
which will be received by the County for the General Fund and attributable to Fiscal Year 2001-
2002 can be pledged for the payment of the principal of and interest on the Notes;
WHEREAS,the County wishes to authorize the issuance of the Notes in an
amount not to exceed$100,000,000;
WHEREAS,the Notes shall be sold to the highest bidder or bidders pursuant to a
competitive sale to be held on August 22, 2001 or on such earlier or later date as is established
by the County Administrator of the County in accordance with the terms of the Official Notice of
Sale for the Notes;
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WHEREAS, an Official Statement describing the Notes and an Official Notice of
Sale for the sale of the Notes will be distributed to potential purchasers of the Notes and a Notice
of Intention to Sell the Notes will be published in THE BOND BUYER;
WHEREAS, this Board has been presented with the form of each document
hereinafter referred to, relating to the Notes, and the Board has examined and approved the form
of each document and desires to authorize and direct the execution of such documents and the
issuance of the Notes; and
WHEREAS, the County has full legal right, power and authority under the
Constitution and the laws of the State of California to enter into the transactions hereinafter
authorized;
NOW THEREFORE, BE IT RESOLVED by the Board of Supervisors of the
County of Contra Costa, as follows:
Section 1. Recitals. The foregoing recitals are true and correct and this Board
hereby so finds and determines.
Section 2. Authorization and Issuance.
(A) Solely for the purpose of anticipating taxes, income, revenues, cash
receipts and other moneys to be received by the County for the General Fund of the County
allocable to Fiscal Year 2001-2002, and not pursuant to any common plan of financing, the
County hereby determines to and shall borrow the aggregate principal sum of not to exceed One
Hundred Million Dollars ($100,000,000), by the issuance of temporary notes in one or more
series under Sections 53850 et seq. of the Govermnent Code, designated the "County of Contra
Costa, California, 2001-2002 Tax and Revenue Anticipation Notes." A first series of Notes
labeled "Series A" (the"Series A Notes") shall be issued pursuant hereto in the aggregate
principal amount of not to exceed $100,000,000. A second series of Notes labeled "Series B"
(the "Series B Notes") may hereafter be issued prior to January 1, 2002; in an amount not to
exceed the difference between $100,000,000 and the principal amount of the Series A Notes.
(B) The Series A Notes shall be initially issued and registered as provided in
Section 9 hereof and otherwise shall be in the denominations of$5,000 or any integral multiple
thereof, and shall be dated the date of issuance thereof, shall mature (without option of prior
redemption) not more than thirteen(13) months thereafter, and shall bear interest, payable at
least one year from the date of issuance and at maturity and computed on the basis of a 360-day
year composed of twelve 30-day months, at the rate per annum determined in accordance with
this Resolution.
(C) Interest due on the Notes, prior to the maturity thereof, shall be payable to
the person in whose name such Note is registered on the registration books of the County,
maintained by the Paying Agent, as of the close of business on the 15th day of the calendar
month immediately preceding the interest payment date (the "Record Date"), such interest to be
paid by check mailed to such registered owner. Both the principal of and interest on the Notes
shall be payable in lawful money of the United States of America, only to the registered owners
of the Notes upon surrender thereof at the office of the Treasurer-Tax Collector of the County
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(the "Paying Agent") in Martinez, California upon the maturity thereof. No interest shall be
payable on any Note for any period after maturity during which the registered owner thereof fails
to properly present such Note for payment.
(D) The Series B Notes shall be dated the date of issuance thereof, shall
mature (without option of prior redemption)not more than thirteen (13) months thereafter and
shall bear interest payable at least one year from the date of issuance and at maturity computed
on the basis of a 360-day year composed of twelve 30-day months at the rate or rates determined
in accordance with this Resolution. The issuance of the Series B Notes shall be subject to the
following conditions:
(1) Receipt of confirmation from Moody's Investors Service and Standard &
Poor's (each an"Agency") (if such respective rating agency rated the Series A Notes)
that the issuance of the Series B Notes will not cause a reduction or withdrawal in such
Agency's rating on the Series A Notes; and
(2) Receipt of an opinion of Bond Counsel to the effect that the interest on the
Series B Notes is excludable from gross income for federal income tax purposes.
(E) At any time after the sale of a series of the Notes, the County shall execute
the Notes of such series for issuance hereunder and shall deliver them to the Paying Agent, and
thereupon such Notes shall be authenticated and delivered by the Paying Agent to the purchaser
thereof upon the written request of the County and upon receipt of payment therefor from the
purchaser thereof.
Section 3. Sale of Notes. The proposed form of the Official Notice of Sale
for the Series A Notes, in substantially the form presented to this meeting (a.copy of which is on
file with the Clerk of the Board), is hereby approved and adopted as the Official Notice of Sale
for the Series A Notes. The County Administrator is hereby authorized and directed, for and in
the name of and on behalf of the County, to execute and deliver such Official Notice of Sale,
with such changes, additions, completions and corrections therein as the County Administrator
shall require or approve, including specifying the terns of the Series A Notes and the interest
payment dates therefor, such approval to be conclusively evidenced by the execution and
delivery thereof. All of the Series A Notes shall be offered for public sale in accordance with the
Official Notice of Sale. Sperry Capital Inc. (the "Financial Advisor") is hereby authorized and
directed to cause to be delivered to prospective bidders for the Notes copies of said Official
Notice of Sale, subject to such changes, additions and completions as may be acceptable to the
County Administrator.
The proposed form of the Notice of Intention to Sell Notes, in substantially the
form presented to this meeting(a copy of which is on file with the Clerk of the Board), is hereby
approved. The County Administrator is hereby directed to cause said Notice of Intention to Sell
Notes to be published once, no later than 15 days before the date of sale of the Notes, in THE
BOND BUYER, a financial publication generally circulated throughout the State of California.
Electronic or faxed bids shall be received by the County Administrator of the
County or his designee up to the hour of 10:00 a.m. California time on August 22, 2001 or on
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such earlier or later time or date as determined by the County Administrator as set forth in the
Official Notice of Sale, for the purchase of the Series A Notes for cash at not less than their
principal amount and accrued interest thereon to the date of their delivery, the interest rate or
rates(which shall not exceed 12% per annum)to be designated in the bid or bids,the County
Administrator reserving the right to;reject any and all bids, in accordance with the terms and
conditions of said Official Notice of Sale. The County Administrator is hereby authorized to
determine whether to accept partialibids in increments of a specified denominational amount,
such as $20,000,000, and to award the Series A Notes to the highest responsible bidder or
bidders resulting in the lowest true interest cost to the County or to reject any or all bids. If the
Series A Notes are awarded to more than one bidder and at different rates of interest, each
incremental amount of Series A Notes of the same interest rate shall be given the same
designation with the number of.designations equal to the number of different interest rates.
The County Administrator may, in his sole discretion, cancel the public sale of the
Series A Notes and negotiate for the sale of the Series A Notes with an underwriter or
underwriters, and enter into an agreement for the sale of the Notes, upon such terms and
conditions as he shall deem appropriate.
The County Administrator is hereby authorized, upon a determination it is in the
best interest of the County, to sell the Series B Notes prior to January 1, 2002, by negotiated or
publicly bid sale at not less than the principal amount thereof, which principal amount shall not
exceed the difference between $100,000,000 and the principal amount of the Series A Notes, and
at an interest rate or rates not to exceed 12% per annum.
Section 4. Disposition of Proceeds of Notes. The County shall, immediately
upon receiving the proceeds of the sale of the Notes, place in the County General Fund
maintained in the County Treasury'all amounts received from such sale. Such amounts held in
the County General Fund shall be invested as permitted by Section 53601 or Section 53635 of
the Government Code provided that no such investments shall consist of reverse repurchase
agreements. Such amounts may be commingled with other funds of the County.
Amounts in the County General Fund attributable to the sale of the Notes shall be
withdrawn and expended by the County for any purpose for which the County is authorized to
expend funds from the General Fund of the County, but(except for costs related to the issuance
of the Notes) only after exhausting funds otherwise available for such purposes (which are not
restricted fiends), and only to the extent that on any given day such other funds are not then
available, and for purposes of this section, otherwise available funds excludes amounts that-are
held or set aside in a reasonable working capital reserve(as described in the tax certificate of the
County delivered upon issuance of the Notes and, in any event, not exceeding five percent (5%)
of the County's total working capital expenditures from its available funds in fiscal year 2000-
2001). If on the date that is six months from the date of issuance of a series of the Notes all
amounts attributable to the proceeds of the Notes of such series (including investment earnings
thereon)have not been so expended, the County shall promptly notify Orrick, Herrington &
Sutcliffe LLP ("Bond Counsel") and, to the extent of its power and authority, comply with the
instructions from Bond Counsel as!to the means of satisfying the rebate requirements of Section
148 of the Internal Revenue Code of 1986 (the "Code").
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Section 5. Source of Payment.
(A) The principal of and interest on the Notes shall be payable from taxes,
income, revenue, cash receipts and other moneys which are received by the County for the
General Fund for the fiscal year 2001-2002 and which are lawfully available for the payment of
current expenses and other obligations of the County (the "Unrestricted Revenues").
(B) As security for the payment of the principal of and interest on the Notes,
the County hereby pledges to deposit in trust in a special County fund designated as the "2001-
2002 Tax and Revenue Anticipation Note Repayment Fund" (the "Repayment Fund") (i) an
amount equal to fifty percent(50%) of the aggregate principal amount of the Notes from the first
Unrestricted Revenues received by the County during the accounting period commencing on
December 12, 2001 and ending January 11, 2002, inclusive (the "First Pledge Period"), and (ii)
an amount equal to 50% of the principal amount of Notes from the first Unrestricted Revenues
received by the County during the accounting period commencing on April 11, 2002 and ending
May 13, 2002, inclusive(the "Second Pledge Period"), together with an amount sufficient (net of
anticipated earnings on moneys in the Repayment Fund) (x)to satisfy and make up any
deficiency in the Repayment Fund with respect to the prior Pledge Period and (y) to pay the
interest on the Notes due on and prior to maturity. The amounts pledged by the County for
deposit into the Repayment Fund from the Unrestricted Revenues received during each indicated
accounting period are hereinafter called the "Pledged Revenues."
(C) In the event that there have been insufficient Unrestricted Revenues
received by the County by the third business day prior to the end of any such Pledge Period to
permit the deposit into the Repayment Fund of the full amount of the Pledged Revenues required
to be deposited with respect to such Pledge Period, then the amount of any deficiency in the
Repayment Fund shall be satisfied and made up from any other moneys of the County lawfully
available for the payment of the principal of the Notes and the interest thereon (all as provided in
Sections 53856 and 53857 of the Government Code) (the"Other Pledged Moneys") on such date
or thereafter on a daily basis, when and as such Pledged Revenues and Other Pledged Moneys
are received by the County.
Section 6. Pledged Revenues.
(A) The Pledged Revenues shall be deposited by the Treasurer-Tax Collector
of the County(the"Treasurer") in the Repayment Fund on or prior to the last business day of
each respective Pledge Period, and applied as directed in this Resolution;and the Other Pledged
Moneys, if any, shall be deposited by the Treasurer in the Repayment Fund on the last business
day of such Pledge Period and on each business day thereafter, until the full amount of the
moneys required by Section 5(B)has been so deposited in the Repayment Fund; provided that, if
on the date that is six months from the date of issuance of a series of the Notes all amounts
attributable to the proceeds of the Notes of such series (including investment earnings thereon)
have not been expended in accordance with Section 4. the amounts to be deposited in the
Repayment Fund during the period in which received shall be deposited as soon as received.
The principal of and interest on the Notes constitute a first lien and charge on, and shall be
payable from, moneys in the Repayment Fund. Moneys in the Repayment Fund shall be applied
only as hereinafter in this Section 6 provided.
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(B) The Treasurer shall use the moneys in the Repayment Fund on the interest
payment date to pay interest on the Notes then due and on the respective maturity dates of the
Notes to pay the principal of and interest on the Notes then due. Any moneys remaining in the
Repayment Fund after all such payments, or after provision for such payments have been made,
shall be transferred to the General Fund of the County. If for any reason amounts in the
Repayment Fund are insufficient to pay the Notes in full, such amounts shall be applied pro rata
to the payment of each series of Notes based on the total principal of and interest payable upon
the Notes at the respective maturities thereof, taking into account anticipated earnings to be
received on amounts in the Repayment Fund prior to the final maturity date thereof.
(C) Moneys in the Repayment Fund shall be invested in Permitted Investments
as defined below, except that no such investments shall have a maturity date later than the
maturity date of the respective series of Notes expected to be paid with proceeds of such
investments. The proceeds of any such investments shall be retained in the Repayment Fund
until payment of principal of and interest on the Notes (or provision therefor) has been made in
accordance with paragraph (B), at which time any excess amount shall be transferred to the
General Fund of the County.
(D) Permitted Investments mean any of the following:
(1) United States!Treasury notes, bonds, bills or certificates of indebtedness, or
those for which the full faith and credit of the United States are pledged for
the payment of principal and interest.
(2) Obligations of instrumentalities or agencies of the United States of
America limited to the following: (a)the Federal Home Loan Bank Board
(FHLB); (b)the Federal Home Loan Mortgage Corporation (FHLMC);
(c)the Federal National Mortgage Association (FNMA); (d) Federal Farm
Credit Bank(FFCB); (e) Government National Mortgage Association
(GNMA); (f),Student Loan Marketing Association(SLMA); Federal
Agricultural Mortgage Association and (g) guaranteed portions of Small
Business Administration (SBA)notes.
(3) Bills of exchange or time drafts drawn on and accepted by a commercial
bank, otherwise known as bankers acceptances. Purchases of bankers
acceptances may not exceed a maturity of 180 days. The financial
institution must have a minimum short-term rating of"A-1" and "P-1" by
Standard&Poor's Ratings Service and Moody's Investors Service,
respectively, and a long-term rating of no less than"A".
(4) Commercial paper of"prime" quality of the highest ranking or of the
highest letter and numerical rating as provided for by Moody's Investors
Service("A-1") or Standard and Poor's Ratings Service ("PA"). Eligible
paper is further limited to issuing corporations that are organized and
operating within the United States and having total assets in excess of five
hundred million dollars ($500,000,000). Purchases of eligible commercial
paper may not exceed a maturity of 270 days.
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(5) Negotiable certificates of deposits issued by a nationally or state-chartered
bank or a state or federal association(as defined by Section 5102 of the
California Financial Code) or by a state-licensed branch of a foreign bank
in each case which has, or which is a subsidiary of a parent company which
has, the highest letter and numerical rating from Moody's Investors Service
("A-1") and Standard &Poor's Ratings Services("P-1"), respectively.
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(6) Investments in repurchase agreements of any securities listed in (1) through
(4) above. Investments in repurchase agreements may be made with
financial institutions having a rating of"Aa" or"AA" or better from
Moody's Investors Service and Standard & Poor's Ratings Service,
respectively, and when the term of the agreement does not exceed 30 days
and are fully secured at or greater than 102% of the market value plus
accrued interest by obligations of the United States Government, its
agencies and instrumentalities, in accordance with number(2) above.
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(7) Deposits in the State of California Treasurer's Local Agency Investment
Fund(LAIF).1
(8) Investment agreements with or the obligations of which are guaranteed by
(a) a domestic bank, financial institution or insurance company the
financial capacity to honor its senior obligations of which is rated at least
"AA"by Standard & Poor's and"Aa2" by Moody's Investors Service; or
(b) a foreign bank the long-term debt of which is rated "AA" by Standard
&Poor's and I"Aa2" by Moody's Investors Service (a "Qualified
Provider"); provided, that the investment agreement shall provide that if
during its term the provider's (or, if guaranteed, the guarantor's) rating by
either Standard& Poor's or Moody's Investors Service falls below "AA"
or"Aa2", respectively, the provider must within 10 business days assign
the investment agreement to a Qualified Provider reasonably acceptable to
the County or collateralize the investment agreement by delivering or
transferring in accordance with applicable state and federal laws (other
than by means of entries on the provider's books)to the County or a third
party acting solely as agent therefor(the"Holder of the Collateral") United
States Treasury Obligations which are free and clear of any third-party
liens or claims at sufficient collateral levels to maintain the. highest short-
term rating on the Notes.
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(9) The Contra Costa County Treasurer's Investment Pool.
Section 7. Execution of Notes. The Treasurer or his designee is hereby
authorized to execute the Notes by use of his manual or facsimile signature, and the Clerk of the
Board of Supervisors of the County or one of his assistants is hereby authorized to countersign,
by manual or facsimile signature, the Notes and to affix the seal of the County thereto by
impressing the seal or by imprinting a facsimile of the seal thereon. Said officers are hereby
authorized to cause the blank spaces in Exhibit A to be filled in as may be appropriate and to
deliver the Notes to the respective purchasers thereof. In the case of Notes executed by facsimile
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signature of both the Treasurer and the Clerk of the Board of Supervisors, the Notes shall not be
valid unless and until the Paying Agent shall have manually authenticated such Notes.
In case any officer whose signature appears on the Notes shall cease to be such
officer before the delivery of the NO: to the purchaser thereof, such signature shall nevertheless
be valid and sufficient for all purposes as if such officer had remained in office until such
delivery of the Notes.
Section 8. Form of Notes and Certificate of Authentication and Registration.
The Notes shall be issued in fully registered form without coupons and the Notes and the
Certificate of Authentication and Registration shall be substantially in the form and substance set
forth in Exhibit A attached hereto and by reference incorporated herein, the blanks in said form
to be filled in with appropriate words and figures.
Section 9. Use of Depository; Registration,Exchange and Transfer.
(A) The Depository Trust Company, New York, New York, is hereby
appointed depository for the Notes.i The Depository Trust Company shall act as depository
pursuant to the Blanket Issuer Letter of Representations on file with the Clerk of the Board. The
Notes shall be initially issued and registered in the name of"Cede & Co.," as nominee of The
Depository Trust Company,New York,New York and shall be evidenced by a single Note.
Registered ownership of each Note, or any portion thereof, may not thereafter be transferred
except as set forth in Section 9(B).
(B) The Notes shall be initially issued and registered as provided in
Section (A)hereof. Registered ownership of the Notes, or any portions thereof, may not
thereafter be transferred except:
(i) to any successor of Cede & Co., as nominee of The Depository
Trust Company, or its nominee, or of any substitute depository designated pursuant to clause(ii)
of this subsection(B) ("Substitute Depository");provided that any successor of Cede & Co., as
nominee of The Depository Trust Company or Substitute Depository, shall be qualified under
any applicable laws to provide the service proposed to be provided by it;
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(ii) to any Substitute Depository not objected to by the Treasurer, upon
(1)the resignation of The Depository Trust Company or its successor(or any Substitute
Depository or its successor) from its functions as depository, or(2)determination by the
Treasurer to substitute another depository for The Depository Trust Company (or its successor)
because the Depository Trust Company(or its successor) is no longer able to carry out its
functions as depository; provided that any such Substitute Depository shall be qualified under
any applicable laws to provide the services proposed to be provided by it; or
(iii) to any person as provided below, upon(1)the resignation of The
Depository Trust Company or its successor(or any Substitute Depository or its successor) from
its functions as depository, or(2)a determination by the Treasurer to discontinue using The
Depository Trust Company or a depository..
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(C) In the case of any transfer pursuant to clause (i) or clause (ii)of subsection
(B) of this Section , upon receipt of'all outstanding Notes of each series by the Paying Agent
(together, in the case of a successor,paying agent appointed by the County pursuant to Section 12
hereof, with a written request of the Treasurer to such successor paying agent designating the
Substitute Depository), a single new Note for each series, which the County shall prepare or
cause to be prepared, shall be executed and delivered, registered in the name of any such
successor to Cede & Co. or such Substitute Depository, or their respective nominees, as the case
may be, all as specified by the Treasurer or, in the case of a successor paying agent appointed by
the County pursuant to Section 12 hereof, as specified in the written request of the Treasurer. In
the case of any transfer pursuant to clause (iii) of Subsection(B) of this Section 9 upon receipt of
all outstanding Notes by the Paying lAgent (together, in the case of a successor paying agent
appointed by the County pursuant to Section 12 hereof, with a written request of the Treasurer to
such successor paying agent), new Notes, which the County shall prepare or cause to be
prepared, shall be executed and delivered in such denominations and registered in the names of
such persons as specified by the Treasurer or, in the case of a successor paying agent appointed
by the County pursuant to Section 12 hereof, as are requested in such written request of the
Treasurer, subject to the limitations of this Section 9, provided that the Paying Agent shall
deliver such new Notes as soon as practicable.
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(D) The County and the Paying Agent shall be entitled to treat the person in
whose name any Note is registered as the owner thereof for all purposes of the Resolution and
for purposes of payment of principal of and interest on such Note, notwithstanding any notice to
the contrary received by the Paying Agent or the County; and the County and the Paying Agent
shall not have responsibility for transmitting payments to, communicating with, notifying, or
otherwise dealing with any beneficial owners of the Notes. Neither the County nor the Paying
Agent shall have any responsibility,or obligation, legal or otherwise, to any such beneficial
owners or to any other party, including The Depository Trust Company or its successor(or
Substitute Depository or its successor), except to the owner of any Notes, and the Paying Agent
may rely conclusively on its records as to the identity of the owners of the Notes.
(E) Notwithstanding any other provision of this Resolution and so long as all
outstanding Notes are registered in Ithe name of Cede & Co. or its registered assigns, the County
and the Paying Agent shall cooperate with Cede & Co. or its registered assigns, as sole registered
owner, in effecting payment of the principal of and interest on the Notes by arranging for
payment in such manner that fundsifor such payments are properly identified and are made
available on the date they are due all in accordance with the Letter of Representations, the
provisions of which the Paying Agent may rely upon to implement the foregoing procedures
notwithstanding any inconsistent provisions herein.
(F) In the case of any transfer pursuant to clause (iii) of subsection (B) of this
Section, any Note may, in accordance with its terms, be transferred or exchanged for a like
aggregate principal amount in authorized denominations of the same series, upon the books
required to be kept by the Paying Agent pursuant to the provisions hereof, by the person in
whose name it is registered, in person or by his duly authorized attorney, upon surrender of such
Note for cancellation, and, in the case of a transfer, accompanied by delivery of a written
instrument of transfer, duly executed and in form approved by the Paying Agent.
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Whenever any Note shall be surrendered for transfer or exchange, the County
shall execute and the Paying Agent shall authenticate, if required, and deliver a new Note or
Notes of the same series of authorized denominations, for a like aggregate principal amount.
The Paying Agent shall require the owner requesting such transfer or exchange to pay any tax or
other governmental charge required to be paid with respect to such transfer or exchange.
(G) The Paying Agent will keep or cause to be kept sufficient books for the
registration and transfer of the Notes,which shall at all times be open to inspection by the
County. Upon presentation for such purpose, the Paying Agent shall, under such reasonable
regulations as it may prescribe, register or transfer or cause to be registered or transferred, on
such books, Notes as hereinbefore provided.
(H) If any Note shall become mutilated, the County, at the expense of the
owner of such Note, shall execute, and the Paying Agent shall thereupon authenticate, if
required, and deliver a new Note of like series, tenor and number in exchange and substitution
for the Note so mutilated, but only upon surrender to the Paying Agent of the Note so mutilated.
Every mutilated Note so surrendered to the Paying Agent shall be cancelled by it and delivered
to, or upon the order of, the County.) If any Note shall be lost, destroyed or stolen, evidence of
such loss, destruction or theft may be submitted to the County and the Paying Agent and, if such
evidence be satisfactory to both and indemnity satisfactory to them shall be given, the County, at
the expense of the owner, shall execute, and the Paying Agent shall thereupon authenticate, if
required, and deliver a new Note of like series, tenor and number in lieu of and in substitution for
the Note so lost, destroyed or stolen(or if any such Note shall have matured or shall be about to
mature, instead of issuing a substitute Note, the Paying Agent may pay the same without
surrender thereof). T1ie Paying Agent may require payment by the registered owner of a Note of
a su>n not exceeding the actual cost of preparing each new Note issued pursuant to this paragraph
and of the expenses which may be incurred by the County and the Paying Agent. Any Note
issued under these provisions in lieu of any Note alleged to be lost, destroyed or stolen shall
constitute an original additional contractual obligation.on the part of the County whether or not
the Note so alleged to be lost, destroyed or stolen be, at any time, enforceable by anyone, and
shall be entitled to the benefits of thI is Resolution with all other Notes secured by this Resolution.
All Notes surrendered for payment or registration of transfer, if surrendered to
any person other than the Paying Agent, shall be delivered to the Paying Agent and shall be
promptly cancelled by it. The County may at any time deliver to the Paying Agent for
cancellation any Notes previously authenticated and delivered hereunder which the County may
have acquired in any manner whatsoever, and all Notes so delivered shall promptly be cancelled
by the Paying Agent. No Note shall be authenticated in lieu of or in exchange for any Notes
cancelled as provided herein, except as expressly permitted hereunder. All cancelled Notes held
by the Paying Agent shall be disposed of as directed by the County.
Section 10. General Covenants. It is hereby covenanted and warranted by the
Board that all representations and recitals contained in this Resolution are true and correct and
that the Board and the County, and their appropriate officials, have duly taken all proceedings
necessary to be taken by them, and will take any additional proceedings necessary to be taken by'
them, for the levy, collection and enforcement of the taxes, income, revenue, cash receipts and
other moneys pledged hereunder inlaccordance with law and for carrying out the provisions of
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this Resolution and the Notes and shall cause to.be paid in accordance with their terms the
principal of and interest on.the Notes.
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Section 11. Tax Covenants; Rebate Fund.
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(A) The County hereby covenants that it will not take any action, or fail to
take any action, if such action or failure to take such action would adversely affect the exclusion
from gross income of the interest payable on the Notes under Section 103 of the Code. Without
limiting the generality of the foregoing,the County hereby covenants that it will comply with the
requirements of the Tax Certificate Iof the County with respect to the Notes (the "Tax
Certificate"), to be entered into by the County as of the date of issuance of the Notes. The
provisions of this Section 11 shall survive payment in full or defeasance of the Notes.
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(B) The County covenants that it shall make or cause to be made all
calculations in a reasonable and prudent fashion relating to any rebate of excess investment
earnings on the proceeds of the Notes due to the United States Treasury, shall segregate and set
aside from lawfillly available sources the amount such calculations may indicate may be required
to be paid to the United States Treasury and shall otherwise at all times do and perform all acts
and things necessary and within its,power and authority, including complying with each
applicable requirement of Section 1103 and Sections 141 through 150 of the Code and complying
with the instructions of Bond Counsel referred to in Section 4 hereof, to assure that interest paid
on the Notes shall, for the purposes of federal income taxes and California personal income
taxation, be excludable from the gross income of the recipients thereof and exempt from such
taxation. As part of the performance of the covenant contained in the preceding sentence,
promptly after six months from theldate of the issuance of each series of the Notes, the County
will reasonably and prudently calculate the amount of the Note proceeds of such series which
have been expended, with a view to determining whether or not the County has met the
requirements of Section 148(f)(4)(B) of the Code with respect to the Notes of such series, and if
it has not met such requirements, it,will reasonably and prudently calculate or cause to be
calculated the amount, if any, of investment earnings which must be rebated to the United States
and will immediately set aside, from revenues attributable to the 2001-2002 Fiscal Year or, to the
extent not available from such revenues, from any other moneys lawfully available, the amount
of any such rebate in the Fund referred to in paragraph (C) of this Section 11.
(C) If funds are required to be deposited therein,the County shall establish
and maintain a fund separate from any other fund established and maintained hereunder
designated as the "2001-2002 Tax and Revenue Anticipation Note Rebate Fund". There shall be
deposited in the Rebate Fund such amounts as are required to be deposited therein in accordance
with the written instructions from Bond Counsel pursuant to Section 4 hereof.
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(D) Notwithstanding any other provision.of this Resolution to the contrary,
upon the County's failure to observe, or refusal to comply with,the covenants contained in this
Section, no one other than the owners or former owners of the Notes shall be entitled to exercise
any right or remedy under this Resolution on the basis of the County's failure to observe, or
refusal to comply with, such covenants.
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RESOLUTION NO. 2001/343
(E) Notwithstanding any provision of this section, if the County shall provide
to the Paying Agent an opinion of Bond Counsel that any specified action required under this
section is no longer required or that some further or different action is required to maintain the
exclusion from gross income for federal income tax purposes of interest on the Notes, the Paying
Agent and the County may conclusively rely on such opinion in complying with the
requirements of this section, and the covenants hereunder shall be deemed to be modified to that
extent.
Section 12. Paying Agent. The Treasurer is hereby appointed as Paying Agent
for the Notes. The County hereby directs and authorizes the payment by the Paying Agent of the
interest on and principal of the Notes when such become due and payable, from the Repayment
Fund in the manner set forth herein. The County hereby covenants to deposit funds in the
Repayment Fund at the times and in the amounts specified herein to provide sufficient moneys to
pay the principal of and interest on the Notes on the day or days on which they mature. Payment
of the Notes shall be in accordance with the terms of the Notes and this Resolution.
This appointment shall not preclude the County from appointing a financial
institution to act as Paying Agent or one or more successors thereto, all without notice to or the
consent of the registered owners of the Notes. Any such successor paying agent shall be or shall
have co-paying agent relationships with one or more banks or trust companies with offices in
New York,New York, or Los Angeles, California, or San Francisco, California.
The Paying Agent, initially the Treasurer, is also appointed as registrar and upon
the request of any registered owner is authorized to record the transfer or exchange of Notes in
accordance with the provisions hereof.
Section 13. Official Statement for Notes. The proposed form of Official
Statement relating to the Notes (the "Official Statement"), on file with the Clerk of the Board of
Supervisors and incorporated into this Resolution by reference, is hereby approved with such
changes, additions, completion and corrections as the County Administrator may approve. The
County Administrator or his designee is hereby authorized and directed, for and in the name and
on behalf of the County, to execute and deliver an official statement.in substantially said form,
with such changes therein as such officer executing the same may require or approve, such
approval to be conclusively evidenced by the execution and delivery thereof. Distribution by the
Financial Advisor of a preliminary Official Statement relating to the Notes is hereby approved
and the County Administrator or his designee is hereby authorized and directed, for and in the
name and on behalf of the County,to execute a certificate confirming that the Preliminary
Official Statement has been "deemed final" by the County for purposes of Securities and
Exchange Commission Rule 15c2-1,2.
Section 14. Continuing Disclosure. The Treasurer is hereby authorized to
execute a Continuing Disclosure Certificate on behalf of the County containing such covenants
of the County as shall be necessary to comply with the requirements of Securities and Exchange
Commission Rule 15c2-12. The County hereby covenants and agrees that it will comply with
and carry out all of the provisions of such Continuing Disclosure Certificate.
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Section 15. Approval of Actions. All actions heretofore taken by the officers
and agents of the County or the Board with respect to the sale and issuance of the Notes are
hereby approved, confirmed and ratified, and the officers of the County and the Board are hereby
authorized and directed, for and in the name and on behalf of the County, to do any and all things
and take any and all actions and execute any and all certificates, agreements and other documents
which they, or any of them, may deem necessary or advisable in order to consummate the lawfiil
issuance and delivery of the Notes in accordance with this Resolution.
Section 16. Proceedings Constitute Contract. The provisions of the Notes and
of this Resolution shall constitute a contract between the County and the registered owners of the
Notes, and such provisions shall be enforceable by mandamus or any other appropriate suit,
action or proceeding at law or in equity in any court of competent jurisdiction, and, upon
issuance of the Notes, shall be irrep alable.
Section 17. Severability. .If any one or more of the agreements, conditions,
covenants or terms contained herein)required to be observed or performed by or on the part of
the Board shall be contrary to law, then such agreement or agreements, such condition or
conditions, such covenant or covenants or such term or terms shall be null and void and shall be .
deemed severable from the remaining agreements, conditions, covenants and terms hereof and
shall in no way affect the validity hereof or of the Notes, and the owners of the Notes shall retain
all the-benefit, protection and security afforded to them hereunder and under all provisions of
applicable law. The Board hereby declares that it would have adopted this Resolution and each
and every other section, paragraph, subdivision, sentence, clause and phrase hereof and would
have authorized the issuance of the Notes pursuant hereto irrespective of the fact that any one or
more of the sections,paragraphs, subdivisions, sentences, clauses or phrases hereof or the
application thereof to any person or circumstance may be held to be unconstitutional,
unenforceable or invalid.
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RESOLUTION NO. 2001/343
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PASSED AND ADOPTED BY THE BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA this 7t1, day of August , 2001 by the following vote:
AYES: SUPERVISORS GIOIA, GERBER., DESAULNIER, ;GLOVER and UILKEMA
NOES: NONE
ABSENT:NONE
COUNTY OF CONTRA COSTA
By:
Chair the Board
of Supervisors
ATTEST: John R. Sweeten, County
Administrator and Clerk of the Board
of Supervisors of the County of
Contra Costa
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Deputy
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RESOLUTION NO. 2001/343
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40511-103 14
RESOLUTION NO. 2001/343
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BOARD OF SUPERVISORS OF THE COUNTY OF CONTRA COSTA
RESOLUTION NO. 2001/343
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RESOLUTION AUTHORIZING THE ISSUANCE AND SALE OF NOT TO
EXCEED $100,000,000 COUNTY OF CONTRA COSTA, CALIFORNIA, 2001-
2002 TAX AND REVENUE,ANTICIPATION NOTES; APPROVING THE
FORMS OF AND DIRECTING THE DISTRIBUTION OF A NOTICE OF
INTENTION TO SELL, ANIOFFICIAL NOTICE OF SALE AND AN
OFFICIAL STATEMENT; DELEGATING TO COUNTY ADMINISTRATOR
OR HIS DESIGNEE AUTHORIZATION TO AWARD BIDS FOR SAID
NOTES; AND AUTHORIZING TAKING OF NECESSARY ACTIONS AND
EXECUTION OF NECESSARY DOCUMENTS
WHEREAS,pursuant to Sections 53850 et seq. of the Government Code of the
State of California(the "Government Code"), this Board of Supervisors (the `Board") has found
and determined that the sum of not to exceed One Hundred Million Dollars ($100,000,000) is
needed for the requirements of the County of Contra Costa (the "County") to satisfy obligations
payable from the general fund of the County(the "General Fund") and that it is necessary that
said sum be borrowed for such purpose at this time by the issuance of temporary notes(the
"Notes")therefor in anticipation of the receipt of taxes, revenue and other moneys to be received
by the County for the General Fund of the County allocable to Fiscal Year 2001-2002;
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WHEREAS, it appears, and the Board hereby fmds and determines, that said sum
of One Hundred Million Dollars ($100,000,000), when added to the interest estimated to be
payable thereon, does not exceed eighty-five percent (85%) of the estimated amount of the
uncollected taxes, income, revenue,'cash receipts and other moneys of the County for the
General Fund of the County attributable to Fiscal Year 2001-2002 and available for the payment
of the principal of and interest on the Notes;
WHEREAS, no money has heretofore been borrowed by the County through the
issuance of any temporary notes in anticipation of the receipt of, or payable or secured by, taxes,
income, revenue, cash receipts or other moneys of the County received or accrued during or
allocable to Fiscal Year 2001-2002;
WHEREAS, pursuant to Section 53856 of the Government Code, certain revenues
which will be received by the County for the General Fund and attributable to Fiscal Year 2001-
2002 can be pledged for the payment of the principal of and interest on the Notes;
WHEREAS,the County wishes to authorize the issuance of the Notes in an
amount not to exceed $100,000,000;
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WHEREAS, the Notes shall be sold to the highest bidder or bidders pursuant to a
competitive sale to be held on August 22, 2001 or on such earlier or later date as is established
by the County Administrator of the County in accordance with the terms of the Official Notice of
Sale for the Notes;
DOCSSF1:527175.3
40511-103
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WHEREAS, an Official Statement describing the Notes and an Official Notice of
Sale for the sale of the Notes will be distributed to potential purchasers of the Notes and a Notice
of Intention to Sell the Notes will be.published in THE BOND BUYER;
WHEREAS,this Board has been presented with the form of each document
hereinafter referred to, relating to the Notes, and the Board has examined and approved the form
of each document and desires to authorize and direct the execution of such documents and the
issuance of the Notes; and
WHEREAS, the County has full legal right, power and authority under the
Constitution and the laws of the State of California to enter into the transactions hereinafter
authorized;
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NOW THEREFORE, BE IT RESOLVED by the Board of Supervisors of the
County of Contra Costa, as follows:'
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Section 1. Recitals. The foregoing recitals are true and correct and this Board
hereby so finds and determines.
Section 2. Authorization and Issuance.
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(A) Solely for the purpose of anticipating taxes, income, revenues, cash
receipts and other moneys to be received by the County for the General Fund of the County
allocable to Fiscal Year 2001-2002,1 and not pursuant to any common plan of financing, the
County hereby detennines to and shall borrow the aggregate principal sum of not to exceed One
Hundred Million Dollars ($100,0001,000), by the issuance of temporary notes in one or more
series under Sections 53850 et seq. of the Government Code, designated the "County of Contra
Costa, California, 2001-2002 Tax and Revenue Anticipation Notes." A first series of Notes
labeled "Series A" (the "Series A Notes") shall be issued pursuant hereto in the aggregate
principal amount of not to exceed$100,000,000. A second series of Notes labeled "Series B"
(the "Series B Notes")may hereafter be issued prior to January 1, 2002; in an amount not to
exceed the difference between $100,000,000 and the principal amount of the Series A Notes.
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(B) The Series A Notes shall be initially issued and registered as provided in
Section 9 hereof and otherwise shall be in the denominations of$5,000 or any integral multiple
thereof, and shall be dated the date of issuance thereof, shall mature (without option of prior
redemption)not more than thirteen(13)months thereafter, and shall bear interest, payable at
least one year from the date of issuance and at maturity and computed on the basis of a 360-day
year composed of twelve 30-day months, at the rate per annum determined in accordance with
this Resolution.
(C) Interest due on the Notes, prior to the maturity thereof, shall be payable to
the person in whose name such Note is registered on the registration books of the County,
maintained by the Paying Agent, as of the close of business on the 15th day.of the calendar
month immediately preceding the interest payment date (the "Record Date"), such interest to be
paid by check mailed to such registered owner. Both the principal of and interest on the Notes
shall be payable in lawful money of the United States of America, only to the registered owners
of the Notes upon surrender thereof at the office of the Treasurer-Tax Collector of the County
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(the "Paying Agent") in Martinez, California upon the maturity thereof. No interest shall be
payable on any Note for any period after maturity during which the registered owner thereof fails
to properly present such Note for payment.
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(D) The Series B Notes shall be dated the date of issuance thereof, shall
mature (without option of prior redemption)not more than thirteen (13) months thereafter and
shall bear interest payable at least one year from the date of issuance and at maturity computed
on the basis of a 360-day year composed of twelve 30-day months at the rate or rates determined
in accordance with this Resolution. IThe issuance of the Series B Notes shall be subject to the
following conditions:
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(l) Receipt of confirmation from Moody's Investors Service and Standard &
Poor's (each an "Agency") (if such respective rating agency rated the Series A Notes)
that the issuance of the Series B Notes will not cause a reduction or withdrawal in such
Agency's rating on the Series A Notes; and
(2) Receipt of an lopinion of Bond Counsel tb the effect that the interest on the
Series B Notes is excludable;from gross income for federal income tax purposes.
(E) At any time after the sale of a series of the Notes,the County shall execute
the Notes of such series for issuance hereunder and shall deliver them to the Paying Agent, and
thereupon such-Notes shall be authenticated and delivered by the Paying Agent to the purchaser
thereof upon the written request of the County and upon receipt of payment therefor from the
purchaser thereof.
Section 3. Sale of Notes. The proposed form of the Official Notice of Sale
for the Series A Notes, in substantially the form presented to this meeting (a.copy of which is on
file with the Clerk of the Board), is hereby approved and adopted as the Official Notice of Sale
for the Series A Notes. The County Administrator is hereby authorized and directed, for and in
the name of and on behalf of the County,to execute and deliver such Official Notice of Sale,
with such changes, additions, completions and corrections therein as the County Administrator
shall require or approve, including specifying the term of the Series A Notes and the interest
payment dates therefor, such approval to be conclusively evidenced by the execution and
delivery thereof. All of the Series A Notes shall be offered for public sale in accordance with the
Official Notice of Sale. Sperry Capital Inc. (the"Financial Advisor") is hereby authorized and
directed to cause to be delivered to prospective bidders for the Notes copies of said Official
Notice of Sale, subject to such changes, additions and completions as may be acceptable to the
County Administrator.
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The proposed form of the Notice of Intention to Sell Notes, in substantially the
form presented to this meeting(a copy of which is on file with the Clerk of the Board), is hereby
approved. The County Administrator is hereby directed to cause said Notice of Intention to Sell
Notes to be published once, no later than 15 days before the date of sale of the Notes, in THE
BOND BUYER, a financial publication generally circulated throughout the State of California.
Electronic or faxed bids shall be received by the County Administrator of the
County or his designee up to the hour of 10:00 a.m. California time on August 22, 2001 or on
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such earlier or later time or date as determined by the County Administrator as set forth in the
Official Notice of Sale, for the purchase of the Series A Notes for cash at not less than their
principal amount and accrued interest thereon to the date of their delivery, the interest rate or
rates (which shall not exceed 12%per annum)to be designated in the bid or bids, the County
Administrator reserving the right to reject any and all bids, in accordance with the terms and
conditions of said Official Notice of Sale. The County Administrator is hereby authorized to
determine whether to accept partial bids in increments of a specified denominational amount,
such as $20,000,000, and to award the Series A Notes to the highest responsible bidder or
bidders resulting in the lowest true interest cost to the County or to reject any or all bids. If the
Series A Notes are awarded to more than one bidder and at different rates of interest, each
incremental amount of Series A Notes of the same interest rate shall be given the same
designation with the number of designations equal to the number of different interest rates.
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The County Administrator may, in his sole discretion, cancel the public sale of the
Series A Notes and negotiate for the sale of the Series A Notes with an underwriter or
underwriters, and enter into an agreement for the sale of the Notes, upon such terms and
conditions as lie shall deem appropriate.
The County Administrator is hereby authorized, upon a determination it is in the
best interest of the County,to sell the Series B Notes prior to January. 1, 2002, by negotiated or
publicly bid sale at not less than the,principal amount thereof, which principal amount shall not
exceed the difference between $106,000,000 and the principal amount of the Series A Notes, and
at an interest rate or rates not to exceed 12% per annum.
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Section 4. Disposition of Proceeds of Notes. The County shall, immediately
upon receiving the proceeds of the sale of the Notes, place in the County General Fund
maintained in the County Treasury all amounts received from such sale. Such amounts field in
the County General Fund shall be invested as permitted by Section 53601 or Section 53635 of
the Government Code provided that no such investments shall consist of reverse repurchase
agreements. Such amounts may be commingled with other funds of the County.
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Amounts in the County General Fund attributable to the sale of the Notes shall be
withdrawn and expended by the County for any purpose for which the County is authorized to
expend funds from the General Fund of the County, but(except for costs related to the issuance
of the Notes) only after exhausting funds otherwise available for such purposes(which are not
restricted funds), and only to the extent that on any given day such other funds are not then
available, and for purposes of this section, otherwise available funds excludes amounts that.are
held or set aside in a reasonable working capital reserve (as described in the tax certificate of the
County delivered upon issuance of the Notes and, in any event, not exceeding five percent (5%)
of the County's total working capital expenditures from its available funds in fiscal year 2000-
2001). If on the date that is six months from the date of issuance of a series of the Notes all
amounts attributable to the proceed's of the Notes of such series (including investment earnings
thereon) have not been so expended, the County shall promptly notify Orrick, Herrington &
Sutcliffe LLP ("Bond Counsel") and, to the extent of its power and authority, comply with the
instructions from Bond Counsel as to the means of satisfying the rebate requirements of Section
148 of the Internal Revenue Code of 1986 (the "Code").
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Section 5. Source of Payment.
(A) The principal,of and interest on the Notes shall be payable from taxes,
income, revenue, cash receipts and other moneys which are received by the County for the
General Fund for the fiscal year 2001-2002 and which are lawfully available for the payment of
current expenses and other obligations of the County(the "Unrestricted Revenues").
(B) As security for the payment of the principal of and interest on the Notes,
the County hereby pledges to deposit in trust in a special County fund designated as the "2001-
2002 Tax and Revenue Anticipation Note Repayment Fund" (the "Repayment Fund") (i) an
amount equal to fifty percent(50%)I of the aggregate principal amount of the Notes from the first
Unrestricted Revenues received by the County during the accounting period commencing on
December 12, 2001 and ending January 11, 2002, inclusive(the"First Pledge Period"), and (ii)
an amount equal to 50% of the principal amount of Notes from the first Unrestricted Revenues
received by the County during the accounting period commencing on April 11, 2002 and ending
May 13, 2002, inclusive (the "Second Pledge Period"), together with an amount sufficient (net of
anticipated earnings on moneys in the Repayment Fund) (x) to satisfy and make up any
deficiency in the Repayment Fund with respect to the prior Pledge Period and (y)to pay the
interest on the Notes due on and prior to maturity. The amounts pledged by the County for
deposit into the Repayment Fund from the Unrestricted Revenues received during each indicated
accounting period are hereinafter called the "Pledged Revenues."
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(C) In the event that there have been insufficient Unrestricted Revenues
received by the County by the third business day prior to the end of any such Pledge Period to
permit the deposit into the Repayment Fund of the full amount of the Pledged Revenues required
to be deposited with respect to such Pledge Period, then the amount of any deficiency in the
Repayment Fund shall be satisfied and made up from any other moneys of the County lawfully
available for the payment of the principal of the Notes and the interest thereon (all as provided in
Sections 538.56 and 53857 of the Government Code)(the"Other Pledged Moneys") on such date
or thereafter on a daily basis, when and as such Pledged Revenues and Other Pledged Moneys
are received by the County.
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Section 6. Pledged Revenues.
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(A) The Pledged,Revenues shall be deposited by the Treasurer-Tax Collector
of the County(the "Treasurer") in the Repayment Fund on or prior to the last business day of
each respective Pledge Period, and applied as directed in this Resolution;and the Other Pledged
Moneys, if any, shall be deposited by the Treasurer in the Repayment Fund on the last business
day of such Pledge Period and on each business day thereafter, until the full amount of the
moneys required by Section 5(B)has been so deposited in the Repayment Fund; provided that, if
on the date that is six months from the date of issuance of a series of the Notes all amounts
attributable to the proceeds of the Notes of such series(including investment earnings thereon)
have not been expended in accordance with Section 4, the amounts to be deposited in the
Repayment Fund during the period!in which.received shall be deposited as soon as received.
The principal of and interest on the Notes constitute a first lien and charge on, and shall be
payable from, moneys in the Repayment Fund. Moneys in the Repayment Fund shall be applied
only as hereinafter in this Section 6 provided.
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(B) The Treasurer shall use the moneys in the Repayment Fund on the interest
payment date to pay interest on the Notes then due and on the respective maturity dates of the
Notes to pay the principal of and interest on the Notes then due. Any moneys remaining in the
Repayment Fund after all such payments, or after provision for such payments have been made,
shall be transferred to the General Fund of the County. If for any reason amounts in the
Repayment Fund are insufficient to pay the Notes in full, such amounts shall be applied pro rata
to the payment of each series of Notes based on the total principal of and interest payable upon
the Notes at the respective maturities thereof, taking into account anticipated earnings to be
received on amounts in the Repayment Fund prior to the final maturity date thereof.
(C) Moneys in the Repayment Fund shall be invested in Permitted Investments
as defined below, except that no such investments shall have a maturity date later than the
maturity date of the respective series of Notes expected to be paid with proceeds of such
investments. The proceeds of any such investments shall be retained in the Repayment Fund
until payment of principal of and interest on the Notes (or provision therefor)has been made in
accordance with paragraph (B), at which time any excess amount shall be transferred to the
General Fund of the County.
(D) Permitted Investments mean any of the following:
(1) United States Treasury notes, bonds, bills or certificates of indebtedness, or
those for which the full faith and credit of the United States are pledged for
the payment of principal and interest.
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(2) Obligations of instrumentalities or agencies of the United States of
America limited to the following: (a)the Federal Home Loan Bank Board
(FHLB); (b)the Federal Home Loan Mortgage Corporation(FHLMC);
(c)the Federal National Mortgage Association (FNMA); (d)Federal Farm
Credit Bank(FFCB); (e) Government National Mortgage Association
(GNMA); (f) Student Loan Marketing Association (SLMA); Federal
Agricultural Mortgage Association and(g)guaranteed portions of Small
Business Administration (SBA)notes.
(3) Bills of exchange or time drafts drawn on and accepted by a commercial
bank, otherwise known as bankers acceptances. Purchases of bankers
acceptances may not exceed a maturity of 180 days. The financial
institution must have a minimum short-term rating of"A-1" and "P-1" by
Standard & Poor's Ratings Service and Moody's Investors Service,
respectively, and a long-term rating of no less than "A".
(4) Commercial paper of"prime" quality of the highest ranking or of the
highest letter and numerical rating as provided for by Moody's Investors
Service("A-1") or Standard and Poor's Ratings Service ("P-1"). Eligible
paper is further limited to issuing corporations that are organized and
operating within the United States and having total assets in excess of five
hundred million dollars ($500,000,000). Purchases of eligible commercial
paper may not exceed a maturity of 270 days.
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(5) Negotiable certificates of deposits issued by a nationally or state-chartered
bank or a statel or federal association(as defined by Section 5102 of the
California Financial Code) or by a state-licensed branch of a foreign bank
in each case which has, or which is a subsidiary of a parent company which
has, the highest letter and numerical rating from Moody's Investors Service
("A-1") and Standard &Poor's Ratings Services ("P-1"), respectively.
(6) Investments in repurchase agreements of any securities listed in (1) through
(4) above. Investments in repurchase agreements may be made with
financial institutions having a rating of"Aa" or"AA" or better from
Moody's Investors Service and Standard & Poor's Ratings Service,
respectively, and when the term of the agreement does not exceed 30 days
and are fully secured at or greater than 1.02% of the market value plus
accrued interest by obligations of the United States Government, its
agencies and instrumentalities, in accordance with number(2) above.
(7) Deposits in the State of California Treasurer's Local Agency Investment
Fund (LAIF).
(8) Investment agreements with or the obligations of which are guaranteed by
(a) a domestic bank, financial institution or insurance company the
financial capacity to honor its senior obligations of which is rated at least
"AA"by Standard &Poor's and "Aa2"by Moody's Investors Service; or
(b) a foreign bank the long-term debt of which is rated "AA" by Standard
& Poor's and "Aa2" by Moody's Investors Service (a "Qualified
Provider"); provided, that the investment agreement shall provide that if
during its term the provider's (or, if guaranteed, the guarantor's) rating by
either Standard &Poor's or Moody's Investors Service falls below"AA"
or"Aa2", respectively, the provider must within 10 business days assign
the investment agreement to a Qualified Provider reasonably acceptable to
the County or collateralize the investment agreement by delivering or
transferring in accordance with applicable state and federal laws (other
than by means of entries on the provider's books)to the County or a third
party acting solely as agent therefor(the"Holder of the Collateral")United
States Treasury Obligations which are free and clear of any third-party
liens or claims at sufficient collateral levels to maintain the highest short-
term rating on the Notes.
(9) The Contra Costa County Treasurer's Investment Pool.
Section 7. Execution of Notes. The Treasurer or his designee is hereby
authorized to execute the Notes by use of his manual or facsimile signature, and the Clerk of the
Board of Supervisors of the County or one of his assistants is hereby authorized.to countersign,
by manual or facsimile signature, the Notes and to affix the seal of the County thereto by
impressing the seal or by imprinting a facsimile of the seal thereon. Said officers are hereby
authorized to cause the blank spaces in Exhibit A to be filled in as may be appropriate and to
deliver the Notes to the respective purchasers thereof. In the case of Notes executed by facsimile
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RESOLUTION NO. .2001/343
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signature of both the Treasurer and the Clerk of the Board of Supervisors, the Notes shall not be
valid unless and until the Paying Agent shall have manually authenticated such Notes.
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I.n case any officer whose signature appears on the Notes shall cease to be such
officer before the delivery of the Notes to the purchaser thereof, such signature shall nevertheless
be valid and sufficient for all purposes as if such officer had remained in office until such
delivery of the Notes.
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Section 8. Form of Notes and Certificate of Authentication and Registration.
The Notes shall be issued in fully registered form without coupons and the Notes and the
Certificate of Authentication and Registration shall be substantially in the form and substance set
forth in Exhibit A attached hereto and by reference incorporated herein, the blanks in said form
to be filled in with appropriate words and figures.
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Section 9. Use of Depository; Registration, Exchange and Transfer.
(A) The Depository Trust Company,New York, New York, is hereby
appointed depository for the Notes. iThe Depository Trust Company shall act as depository
pursuant to the Blanket Issuer Letter of Representations on file with the Clerk of the Board. The
Notes shall be initially issued and registered in the name of"Cede & Co.," as nominee of The
Depository Trust Company, New York,New York and shall be evidenced by a single Note.
Registered ownership of each Note,or any portion thereof, may not thereafter be transferred
except as set forth in Section 9(B).
(B) The Notes shall be initially issued and registered as provided in
Section (A) hereof. Registered ownership of the Notes, or any portions thereof, may not
thereafter be transferred except:
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(i) to any,successor of Cede & Co., as nominee of The Depository
Trust Company, or its nominee, or of any substitute depository designated pursuant to clause (ii)
of this subsection (B) ("Substitute Depository"); provided that any successor of Cede & Co., as
nominee of The Depository Trust Company or Substitute Depository, shall be qualified under
any applicable laws to provide the service proposed to be provided by it;
(ii) to any Substitute Depository not objected to by the Treasurer, upon
(1)the resignation of The Depository Trust Company or its successor(or any Substitute
Depository or its successor) from its functions as depository, or(2) determination by the
Treasurer to substitute another depository for The Depository Trust Company(or its successor)
because the Depository Trust Company(or its successor) is no longer able to carry out its
functions as depository;provided that any such Substitute Depository shall be qualified under
any applicable laws to provide the services proposed to be provided by it; or
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(iii) to any,person as provided below, upon(1)the resignation of The
Depository Trust Company or its successor(or any Substitute Depository or its successor) from
its functions as depository, or(2) a determination by the Treasurer to discontinue using The
Depository Trust Company or a depository..
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(C) In the case of any transfer pursuant to clause (i) or clause (ii) of subsection
(B) of this Section , upon receipt of all outstanding Notes of each series by the Paying Agent
(together, in the case of a successor paying agent appointed by the County pursuant to Section 12
hereof, with a written request of the iTreasurer to such successor paying agent designating the
Substitute Depository), a single new, Note for each series, which the County shall prepare or
cause to be prepared, shall be executed and delivered, registered in the name of any such
successor to Cede & Co. or such Substitute Depository, or their respective nominees, as the case
may be, all as specified by the Treasurer or, in the case of a successor paying agent appointed by
the County pursuant to Section 12 hereof, as specified in the written request of the Treasurer. In
the case of any transfer pursuant to clause (iii) of Subsection (B) of this Section 9 upon receipt of
all outstanding Notes by the Paying Agent (together, in the case of a successor paying agent
appointed by the County pursuant to Section 12 hereof, with a written request of the Treasurer to
such successor paying agent), new Notes, which the County shall prepare or cause to be
prepared, shall be executed and delivered in such denominations and registered in the names of
such persons as specified by the Treasurer or, in the case of a successor paying agent appointed
by the County pursuant to Section 12 hereof, as are requested in such written request of the
Treasurer, subject to the limitations of this Section 9, provided that the Paying Agent shall
deliver such new Notes as soon as practicable.
(D) The County and the Paying Agent shall be entitled to treat the person in
whose name any Note is registered as the owner thereof for all purposes of the Resolution and
for purposes of payment of principal of and interest on such Note, notwithstanding any notice to
the contrary received by the PayinglAgent or the County; and the County and the Paying Agent
shall not have responsibility for transmitting payments to, communicating with, notifying, or
otherwise dealing with any beneficial owners of the Notes. Neither the County nor the Paying
Agent shall have any responsibility lor obligation, legal or otherwise, to any such beneficial
owners or to any other party, including The Depository Trust Company or its successor(or
Substitute Depository or its successor), except to the owner of any Notes, and the Paying Agent
may rely conclusively on its records as to the identity of the owners of the Notes.
(E) Notwithstanding any other provision of this Resolution and so long as all
outstanding Notes are registered in the name of Cede & Co. or its registered assigns, the County
and the Paying Agent shall cooperate with Cede & Co. or its registered assigns, as sole registered
owner, in effecting payment of the principal of and interest on the Notes by arranging for
payment in such manner that funds ifor such payments are properly identified and are made
available on the date they are due all in accordance with the Letter of Representations, the
provisions of which the Paying Agent may rely upon to implement the foregoing procedures
notwithstanding any inconsistent pr ovisions herein.
(F) In the case of any transfer pursuant to clause (iii) of subsection (B) of this
Section, any Note may, in accordance with its terms, be transferred or exchanged for a like
aggregate principal amount in authorized denominations of the same series, upon the books
required to be kept by the Paying Agent pursuant to the provisions hereof, by the person in
whose naive it is registered, in person or by his duly authorized attorney, upon surrender of such
Note for cancellation, and, in the case of a transfer, accompanied by delivery of a written
instrument of transfer, duly executed and in form approved by the Paying Agent.
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Whenever any Note shall be surrendered for transfer or exchange, the County
shall execute and the Paying Agent shall authenticate, if required, and deliver a new Note or
Notes of the same series of authorized denominations, for a like aggregate principal amount.
The Paying Agent shall require the owner requesting such transfer or exchange to pay any tax or
other governmental charge required to be paid with respect to such transfer or exchange.
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(G) The Paying Agent will keep or cause to be kept sufficient books for the
registration and transfer of the Notes, which shall at all times be open to inspection by the
County. Upon presentation for such)purpose, the Paying Agent shall, under such reasonable
regulations as it may prescribe, register or transfer or cause to be registered or transferred, on
such books, Notes as hereinbefore provided.
(H) If any Note shall become mutilated, the County, at the expense of the
owner of such Note, shall execute, and the Paying Agent shall thereupon authenticate, if
required, and deliver a new Note of like series, tenor and number in exchange and substitution
for the Note so mutilated, but only upon surrender to the Paying Agent of the Note so mutilated.
Every.mutilated Note so surrendered to the Paying Agent shall be cancelled by it and delivered
to, or upon the order of, the County. If any Note shall be lost, destroyed or stolen, evidence of
such loss, destruction or theft may be submitted to the County and the Paying Agent and, if such
evidence be satisfactory to both and indemnity satisfactory to thein shall be given, the County, at
the expense of the owner, shall execute, and the Paying Agent shall thereupon authenticate, if
required, and deliver a new Note of like series, tenor and number in lieu of and in substitution for
the Note so lost, destroyed or stolenl(or if any such Note shall have matured or shall be about to
mature, instead of issuing a substitute Note, the Paying Agent may pay the salve without
surrender thereof). The Paying Agent may require payment by the registered owner of a Note of
a sum not exceeding the actual cost of preparing each new Note issued pursuant to this paragraph
and of the expenses which may be incurred by the County and the Paying Agent. Any Note
issued under these provisions in lieu of any Note alleged to be lost, destroyed or stolen shall
constitute an original additional contractual obligation on the part of the County whether or not
the Note so alleged to be lost, destroyed or stolen be, at any time, enforceable by anyone, and
shall be entitled to the benefits of this Resolution with all other Notes secured by this Resolution.
All Notes surrendered for payment or registration of transfer, if surrendered to
any person other than the Paying Agent, shall be delivered to the Paying Agent and shall be
promptly cancelled by it. The County may at any time deliver to the Paying Agent for
cancellation any Notes previously authenticated and delivered hereunder which the County may
have acquired in any manner whatsoever, and all Notes so delivered shall promptly be cancelled
by the Paying Agent. No Note shall be authenticated in lieu of or in exchange for any Notes
as expressly permitted hereunder. All cancelled Notes held
cancelled as provided herein, except
by the Paying Agent shall be disposed of as directed by the County.
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Section 10. General Covenants. It is hereby covenanted and warranted by the
Board that all representations and recitals contained in this Resolution are true and correct and
that the.Board and the County, and their appropriate officials, have duly taken all proceedings
necessary to be taken by them, and will take any additional proceedings necessary to be taken by
them, for the levy, collection and enforcement of the taxes, income, revenue, cash receipts and
other moneys pledged hereunder in laccordance with law and for carrying out the provisions of
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this Resolution and the Notes and shall cause to be paid in accordance with their terms the
principal of and interest on.the Notes.
Section 11. Tax Covenants; Rebate Fund.
(A) The County hereby covenants that it will not take any action, or fail to
take any action, if such action or failure to take such action would adversely affect the exclusion
from gross income of the interest payable on the Notes under Section 103 of the Code. Without
limiting the generality of the foregoing, the County hereby covenants that it will comply with the
requirements of the Tax Certificate of the County with respect to the Notes (the "Tax
Certificate"), to be entered into by the County as of the date of issuance of the Notes. The
provisions of this Section 11 shall survive payment in full or defeasance of the Notes.
(B) The County covenants that it shall make or cause to be made all
calculations in a reasonable and prudent fashion relating to any rebate of excess investment
earnings on the proceeds of the Notes due to the United States Treasury, shall segregate and set
aside from lawfully available sources the amount such calculations may indicate may be required
to be paid to the United States Treasury and shall otherwise at all times do and perform all acts
and things necessary and within its power and authority, including complying with each
applicable requirement of Section 103 and Sections 141 through 150 of the Code and complying
with the instructions of Bond Counsel referred to in Section 4 hereof, to assure that interest paid
on the Notes shall, for the purposes of federal income taxes and California personal income
taxation, be excludable from the gross income of the recipients thereof and exempt from such
taxation. As part of the performance of the covenant contained in the preceding sentence,
promptly after six months from the date of the issuance of each series of the Notes, the County
will reasonably and prudently calculate the amount of the Note proceeds of such series which
have been expended, with a view to determining whether or not the County has met the
requirements of Section 148(f)(4)(B) of the Code with respect to the Notes of such series, and if
it has not met such requirements, it will reasonably and prudently calculate or cause to be
calculated the amount, if any, of investment earnings which must be rebated to the United States
and will immediately set aside, from revenues attributable to the 2001-2002 Fiscal Year or, to the
extent not available from such revenues, from any other moneys lawfully available, the amount
of any such rebate in the Fund referied to in paragraph (C) of this Section 11.
(C) If funds are required to be deposited therein, the County shall establish
and maintain a fund separate from any other fund established and maintained hereunder
designated as the "2001-2002 Tax and Revenue Anticipation Note Rebate Fund". There shall be
deposited in the Rebate Fund such amounts as are required to be deposited therein in accordance
with the written instructions from Bond Counsel pursuant to Section 4 hereof..
(D) Notwithstanding any other provision of this Resolution to the contrary,
upon the County's failure to observe, or refusal to comply with,the covenants contained in this
Section, no one other than the owners or former owners of the Notes shall be entitled to exercise
any right or remedy under this Resolution on the basis of the County's failure to observe, or
refusal to comply with, such covenants.
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(E) Notwithstanding any provision of this section, if the County shall provide
to the Paying Agent an opinion of Bond Counsel that any specified action required under this
section is no longer required or that some further or different action is required to maintain the
exclusion from gross income for federal income tax purposes of interest on the Notes, the Paying
Agent and the County may conclusively rely on such opinion in complying with the
requirements of this section, and thel.covenants hereunder shall be deemed to be modified to that
extent.
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Section 12. Paving Agent. The Treasurer is hereby appointed as Paying Agent
for the Notes. The County hereby directs and authorizes the payment by the Paying Agent of the
interest on and principal of the Notes when such become due and payable, from the Repayment
Fund in the manner set forth herein. The County hereby covenants to deposit funds in the
Repayment Fund at the times and inithe amounts specified herein to provide sufficient moneys to
pay the principal of and interest on the Notes on the day or days on which they mature. Payment
of the Notes shall be in accordance with the terms of the Notes and this Resolution.
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This appointment shall not preclude the County from appointing a financial
institution to act as Paying Agent orlone or more successors thereto, all without notice to or the
consent of the registered owners of the Notes. Any such successor paying agent shall be or shall
have co-paying agent relationships with one or more banks or trust companies with offices in
New York, New York, or Los Angeles, California, or San Francisco, California.
The Paying Agent, initially the Treasurer, is also appointed as registrar and upon
the request of any registered owner is authorized to record the transfer or exchange of Notes in
accordance with the provisions hereof.
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Section 13. Official Statement for Notes. The proposed form of Official
Statement relating to the Notes (the "Official Statement"), on file with the Clerk of the Board of
Supervisors and incorporated into this Resolution by reference, is hereby approved with such
changes, additions, completion and corrections as the County Administrator may approve. The
County Administrator or his designee is hereby authorized and directed, for and in the name and
on behalf of the County, to execute and deliver an official statement in substantially said form,
with such changes therein as such officer executing the same may require or approve, such
approval to be conclusively evidenced by the execution and delivery thereof. Distribution by the
Financial Advisor of a preliminary Official Statement relating to the Notes is hereby approved
and the County Administrator or his designee is hereby authorized and directed, for and in the
name and on behalf of the County, to execute a certificate confirming that the Preliminary
Official Statement has been"deemed final" by the County for purposes of Securities and
Exchange Commission Rule 15c2-12.
Section 14. Continuing Disclosure. The Treasurer is hereby authorized to
execute a Continuing Disclosure Certificate on behalf of the County containing such covenants
of the County as shall be necessary to comply with the requirements of Securities and Exchange
Commission Rule 15c2-12. The County hereby covenants and agrees that it will comply with
and carry out all of the provisions of such Continuing Disclosure Certificate.
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Section 15. Approval of Actions. All actions heretofore taken by the officers
and agents of the County or the Board with respect to the sale and issuance of the Notes are
hereby approved, confirmed and ratified, and the officers of the County and the Board are hereby
authorized and directed, for and in the name and on behalf of the County, to do any and all things
and take any and all actions and execute any and all certificates, agreements and other documents
which they, or any of them, may deem necessary or advisable in order to consummate the lawful
issuance and delivery of the Notes in accordance with this Resolution.
Section 16. Proceedings Constitute Contract. The provisions of the Notes and
of this Resolution shall constitute a contract between the County and the registered owners of the
Notes, and such provisions shall be enforceable by mandamus or any other appropriate suit,
action or proceeding at law or in equity in any court of competent jurisdiction, and, upon
issuance of the Notes, shall be irrepealable.
Section 17. Severability. If any one or more of the agreements, conditions,
covenants or terms contained herein required to be observed or performed by or on the part of
the Board shall be contrary to law, then such agreement or agreements, such condition or
conditions, such covenant or covenants or such term or terms shall be null and void and shall be
deemed severable from the remaining agreements, conditions, covenants and terms hereof and
shall in no way affect the validity hereof or of the Notes, and the owners of the Notes shall retain
all the benefit, protection and security afforded to them hereunder and under all provisions of
applicable law. The Board hereby declares that it would have adopted this Resolution and each
and every other section, paragraph, subdivision, sentence, clause and phrase hereof and would
have authorized the issuance of the Notes pursuant hereto irrespective of the fact that any one or
more of the sections, paragraphs, subdivisions, sentences, clauses or phrases hereof or the
application thereof to any person or circumstance may be held to be unconstitutional,
unenforceable or invalid.
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RESOLUTION NO. 2001/343
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PASSED AND ADOPTED BY THE BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA this 7t1, day of August , 2001 by the following vote:
AYES: SUPERVISORS GIOIA, GERBER, DESAULNIER, GLOVER and UILKEMA
NOES: NONE
-ABSENT: NONE
COUNTY OF CONTRA COSTA
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By:
Chair of-Tie Board
of Supervisors
ATTEST: John R. Sweeten, County
Administrator and Clerk of the Board
of Supervisors of the County of
Contra Costa
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RESOLUTION NO. 2001/343
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RESOLUTION NO. 2001/343
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EXHIBIT A
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REGISTERED I REGISTERED
No. R-_ $_,000,000
COUNTY OF CONTRA COSTA, CALIFORNIA,
2001-2002 TAX AND REVENUE ANTICIPATION NOTE, SERIES [AB]
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Rate of Interest: Note Date: Maturity Date: CUSIP No.:
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Registered Owner: CEDE & CO.I
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Principal Amount: DOLLARS
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FOR VALUE RECEIVED, the County of Contra Costa (the "County"), State of
California, acknowledges itself indebted to and promises to pay to the Registered Owner
identified above, or registered assigns,the Principal Amount specified above, in lawful money of
the United States of America, on the Maturity Date specified above, together with interest
thereon payable [on and] at the maturity thereof, at the Rate of Interest per annum
set forth above (computed on the basis of a 360-day year composed of twelve 30-day months) in
like lawful money from the Note Date specified above until payment in full of said principal
sum. Interest on this Note, due on , shall be paid to the person in whose name this
Note is registered as of the close of business on the 15th day of the calendar month immediately
preceding the interest payment date by check mailed to such registered owner. The principal of
and interest on this Note shall be payable only to the registered owner hereof upon surrender of .
this Note at the office of the Treasurer-Tax Collector of the County, as paying agent (together
with any successor appointed by the County, the "Paying Agent") as the same shall fall due;
provided, however, that no interest shall be payable for any period after maturity during which
the registered owner hereof fails to properly present this Note for payment.
It is hereby certified,•recited and declared that this Note is one of a series of Notes
of the Series specified above issuedlin the aggregate principal amount of$ and is
part of an authorized issue of Notes entitled"County of Contra Costa, California, 2001-2002 Tax
and Revenue Anticipation Notes"(the "Notes"), authorized in the aggregate principal amount of
One Hundred Million Dollars ($!,000,000), all of like tenor, made, executed and given
pursuant to the authority of Article 7.6 (commencing with Section 53850) of Chapter 4, Part 1,
Division 2, Title 5 of the California Government Code and all laws amendatory thereof or
supplemental thereto, and under and pursuant to the provisions of a Resolution of the Board of
Supervisors of the County adopted on August_, 2001 (herein called the "Resolution"),
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authorizing the issuance of the Notesi' and that all acts, conditions and things required to exist,
happen and be performed precedent to and in the issuance of this Note have existed, happened
and been performed in regular and due time, form and manner as required by law, and that this
.Note, together with all other indebtedness and obligations of the County, does not exceed any
limit prescribed by the Constitution or statutes of the State of California. The Notes of each
series shall be payable on a parity with each other.
The principal of and interest on the Notes shall be payable from taxes, income,
revenue, cash receipts and other moneys which are received by the County for the General Fund
of the County for the fiscal year 2001-2002 and which are lawfully available for the payment of
current expenses and other obligations of the County(the "Unrestricted Revenues"). As security
for the payment of the principal of and interest on the Notes, the County has pledged to deposit
in the Repayment Fund(as defined in the Resolution): (i) an amount equal to 50% of the
principal amount of the Notes from the first Unrestricted Revenues received by the County
during the accounting period commencing on December 12, 2001 and ending January 11, 2002,
inclusive (the "First Pledge Period"); and (ii) an amount equal to 50% of the principal amount of
Notes from the first Unrestricted Revenues received by the County during the accounting period
commencing on April 11, 2002 and ending May 13, 2002, inclusive (the "Second Pledge
Period"), together with an amount sufficient (net of anticipated earnings on moneys in the
Repayment Fund) (x)to satisfy and make up any deficiency in the Repayment Fund with respect
to the prior Pledge Period and (y)to pay the interest on the Notes due on and prior to maturity
(such pledged amounts being hereinafter called the "Pledged Revenues"). In the event that there
are insufficient Pledged Revenues received by the County by the third business day prior to the
end of any such Pledge Period to permit the deposit into the Repayment Fund of the full amount
of the aforesaid moneys to be deposited, then the amount of any deficiency in the Repayment
Fund shall be satisfied and made up;from any other moneys of the County lawfully available for
the payment of the principal of and interest on the Notes (such other pledged moneys being
hereinafter called the "Other Pledged Moneys"). The principal of and interest on the Notes shall
constitute a first lien and charge on, and shall be payable from, moneys in the Repayment Fund.
This Note is transferable by the registered owner hereof in person or by such
owner's attorney duly authorized in(writing at the office of the Paying Agent, but only in the
manner, subject to the limitations and upon payment of the charges provided in the Resolution,
and upon surrender and cancellation)of this Note. Upon such transfer a new Note or Notes of
authorized denominations and for the same aggregate principal amount will be issued to the
transferees in exchange herefor.
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The County and the Paying Agent may deem and treat the registered owner hereof
as the absolute owner hereof for thelpurpose of receiving payment of or on account of principal
hereof and interest due hereon and for all other purposes, and neither the County nor the Paying
Agent shall be affected by any notice to the contrary.
This Note shall not be valid or become obligatory for any purpose until the
Certificate of Registration hereon shall have been signed by the Paying Agent.
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IN WITNESS WHEREOF, the County of Contra Costa has caused this Note to be
executed by the manual or facsimile signature of its Treasurer-Tax Collector and countersigned
by the manual or facsimile signature of the Clerk of its Board of Supervisors and caused the
official seal of its Board of Supervisors to be impressed hereon, all as of the Note Date specified
above.
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COUNTY OF CONTRA COSTA
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By
Treasurer-Tax Collector
(SEAL)
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Countersigned:
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County Administrator and
Clerk of the Board of Supervisors
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[FORM OF CERTIFICATE OF AUTHENTICATION AND REGISTRATION]
This Note is one of the Notes described in the within-mentioned Resolution,
which Note has been authenticated and registered on the date set forth below.
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Date of Authentication:
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By
Treasurer-Tax Collector
of the County of Contra Costa
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[FORM OF ASSIGNMENT]
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For value received the undersigned do(es) hereby sell, assign and transfer unto
.(insert Social Security Number or taxpayer identification
number)the within-mentioned registered Note and hereby irrevocably constitute(s) and
appoint(s) I attorney, to transfer the same on the books of the
Trustee with full power of substitution in the premises.
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Dated:
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Signature
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NOTE: The signature to the
assignment must correspond to the
name as written on the face of this
Note in every particular, without
any alteration or change
whatsoever.
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Signature Guaranteed By:
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NOTE: The signature to
the assignment must be
guaranteed by a member
firm of the New York Stock
Exchange or a commercial
bank or trust company.
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[FORM OF DTC LEGEND]
Unless the certificate is presented by an authorized representative of The
Depository Trust Company to the issuer or its agent for registration of transfer, exchange or
payment, and any certificate issued lis registered in the name of Cede & Co. or such other name
as requested by an authorized representative of The Depository Trust Company and any payment
is made to Cede & Co., ANY TRANSFER, PLEDGE OR OTHER USE HEREOF FOR VALUE
OR OTHERWISE BY OR TO ANY PERSON IS WRONGFUL, since the registered owner
hereof, Cede & Co., has an interest herein.
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CLERK'S CERTIFICATE
I, , Clerk of the Board of Supervisors of the County of Contra Costa,
hereby certify as follows:
The foregoing is a full, true and correct copy of a resolution duly adopted at a
regular meeting of the Board of Supervisors of said County duly and regularly and legally held at
the regular meeting place thereof on 1 , 2001, of which meeting all of the members of
the Board of Supervisors of said County had due notice and at which a majority thereof were
present.
At said meeting said resolution was adopted by the following vote:
Ayes:
Noes:
Absent:
1 have carefully compared the same with the original minutes of said meeting on
file and of record in my office and the foregoing is a full, true and correct copy of the original
resolution adopted at said meeting and entered in said minutes.
I further certify that an agenda of said meeting was posted at least 72 hours prior
to the date of the meeting in a place in the City of Martinez, California, freely accessible to
members of the public and that a short description of said resolution appeared on said agenda.
Said resolution has not been amended, modified or rescinded since the date of its
adoption, and the same is now in full force and effect.
Dated:
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Clerk of the Board of Supervisors
County of Contra Costa
[Seal]
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40511-103