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HomeMy WebLinkAboutMINUTES - 10221985 - 1.55 BOARD OF SUPERVISORS COUNTY OF CONTRA COSTA, CALIFORNIA RESOLUTION NO. (->O RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF CONTRA COSTA PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL YEAR 1985-1986 AND THE ISSUANCE AND SALE OF 1985 TAX AND REVENUE ANTICIPATION NOTES FOR THE CONTRA COSTA COMMUNITY COLLEGE DISTRICT WHEREAS, pursuant to Sections 53850 to 53858, both inclusive, of the Government Code of the State of California (herein called the "Code" ) (being Article 7. 6, Chapter 4, Part 1, Division 2, Title 5 of said Code) , the Governing Board of Contra Costa Community College District (herein called the "District" ) has filed with this Board of Supervisors (herein called the "Board" ) a resolution ' requesting that the Board borrow money for the District by the authorization, issuance and sale of up .to Eight Million Dollars ($8, 000, 000) principal amount of 1985 Tax and Revenue Anticipation Notes of the District in anticipation of the receipt of taxes, income, revenue, cash receipts and other moneys to be received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986; and WHEREAS, the Governing Board of the District has found and determined that the sum of Eight Million Dollars ($8, 000, 000) , when added to the interest payable thereon, does not exceed eighty-five per cent (85%) of the estimated amount of the uncollected taxes, income, revenue, cash receipts and other moneys to be received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986 and available for the payment of the principal of and the interest on said notes; and WHEREAS, the County intends to borrow, for and in the name of the District for the purposes set forth above, Seven Million Dollars ($7,000,000) by the issuance of said notes; and WHEREAS, pursuant to Section 53856 of the Code, certain moneys which will be received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986 can be pledged for the payment of the principal of and the interest on said notes (as hereinafter provided) ; and WHEREAS, Bank of America National Trust and Savings Association (herein called the "Underwriter" ) intends to submit an offer to purchase said notes and has submitted a form of Note Purchase Agreement (herein called the "Purchase Agreement" ) to the Board, which form has been approved by the District; NOW, THEREFORE, the Board of Supervisors of the County of Contra Costa hereby resolves as follows: 2 Section 1 . All the above recitals are true and correct and this Board so finds, determines and represents. Section 2 . Solely for the purpose of anticipating taxes, income, revenue, cash receipts and other moneys to be received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986, and not pursuant to any common plan of financing, the County hereby determines to and shall issue (for and on behalf of the District) Seven Million Dollars ($7,000,000) principal amount of temporary notes under Sections 53850 et seq. of the Code, designated "Contra Costa Community College District 1985 Tax and Revenue Anticipation Notes" (herein called the "Notes" ) , to be numbered from one consecutively upward in order of issuance, to be in the denomination of $5, 000 or $25,000, or any combination thereof, as provided in the Purchase Agreement, to be dated their date of delivery, to mature (without option of prior redemption) on September 30, 1986, and to bear interest, payable at maturity and computed upon the basis of a 360-day year consisting of twelve 30-day months, at a rate not to exceed 12% per annum, as determined by the Treasurer-Tax Collector of the County (herein called the "County Treasurer" ) with the approval of the District, in accordance with the Purchase Agreement. Both the principal of and interest on the Notes .shall be payable, but only upon surrender thereof, in lawful money of the United States of 3 n America at the principal office of Bank of America National Trust and Savings Association in San Francisco, California. Section 3 . The Notes shall be issued without coupons and 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 or figures. Section 4. The moneys so borrowed shall be deposited in the General Fund of the District. Section 5. (A) The principal amount of the Notes, together with the interest thereon, shall be payable from taxes, income, revenue, cash receipts and other moneys which are received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986 and which are available for payment thereof. As security for the payment of the principal of and interest on the Notes, the County (for and on behalf of the District) hereby pledges certain secured property taxes (as hereinafter provided) which are received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986, and the principal of the Notes and the interest thereon shall constitute a first lien and charge thereon and shall be payable from the first moneys received by the District from such pledged secured property taxes, and, to the extent not so paid, shall be paid from any other taxes, income, revenue, cash receipts and other moneys of the District lawfully 4 available therefor (all as provided for in Sections 53856 and 53857 of the Government Code) . In order to effect this pledge, the County agrees to cause to be created and established a special fund, designated the "Contra Costa Community College District 1985 Tax and Revenue Anticipation Note Repayment Fund" (herein called the "Repayment Fund" ) , which fund will be held by the County Treasurer, acting as the responsible agent to maintain such fund until the payment of the principal of the Notes and the interest thereon, and the County agrees to cause to be deposited directly therein the first Two Million Eight Hundred Thousand Dollars ($2, 800,000) of the first installment of secured property taxes to be received by the District which become due and payable on November 1, 1985, and become delinquent after December 10, 1985, and the first Four Million Two Hundred Thousand Dollars ($4,200, 000) , together with an amount sufficient to pay the interest on the Notes, of the second installment of secured property taxes to be received by the District which become due and payable on February 1, 1986, and become delinquent after April 10, 1986 (such pledged amounts being hereinafter called the "Pledged Revenues" ) . In the event that there are insufficient secured property taxes received by the District to permit the deposit into the Repayment Fund of the full amount of the Pledged Revenues to be deposited, by January 31, 1986, or by May 31, 1986, as the case may be, then the amount of any deficiency shall be 5 satisfied and made up on such dates from any other moneys of the District lawfully available for the repayment of the Notes and interest thereon. (B) Any moneys placed in the Repayment Fund shall be for the benefit of the holders of the Notes, and until the principal of the Notes and all interest thereon are paid or until provision has been made for the payment of the principal of the Notes at maturity with interest to maturity, the moneys in the Repayment Fund shall be applied only for the purposes for which the Repayment Fund is created. (C) From the date this resolution takes effect, all Pledged Revenues shall, when received, be deposited in the Repayment Fund. On September 30, 1986, the moneys in the Repayment Fund shall be used, to the extent necessary, to pay the principal of and interest on the Notes. Any moneys remaining in or accruing to the Repayment Fund after the principal of the Notes and the interest thereon have been paid, or provision for such payment has been made, shall be transferred to the General Fund of the District. (D) Moneys in the Repayment Fund, to the greatest extent possible, shall be invested by the County Treasurer, as permitted by applicable California law, as it is now in effect and as it may be amended, modified or supplemented from time to time; provided that no such investments shall have a maturity date later than the maturity date of the Notes. 6 Section 6. The County Treasurer or one or more deputies to the County Treasurer are hereby authorized to manually execute the Notes and the Clerk of this Board and County Administrator is hereby authorized to countersign the Notes by facsimile signature. The Clerk of this Board and County Administrator is hereby authorized to affix the seal of the County to the Notes either manually or by facsimile impression thereof. The County Treasurer is hereby authorized to cause the blank spaces of the Notes to be filled in as may be appropriate. Section 7 . It is hereby covenanted that the County, and its 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 Pledged Revenues in accordance with law for carrying out the provisions of this Resolution and the Notes. Section 8. All the Notes shall be sold to the Underwriter in accordance with the terms of the Purchase Agreement in substantially the form presented to this meeting and by reference incorporated herein (as shall be finally approved by the County Treasurer as hereinbelow provided) . Section 9 . The Purchase Agreement relating to the Notes, in substantially the form attached hereto as Exhibit B, is hereby approved. with . such additions, changes or corrections as the County Treasurer may approve upon 7 consultation with the District, and the County Treasurer is hereby authorized to execute the Purchase Contract. Section 10. The distribution of the Official Statement in connection with the offering and sale of the Notes, dated October 22, 1986, in substantially the form presented to this meeting with such additions, changes or corrections as the County Treasurer may approve upon consultation with the District is hereby approved. Section 11 . The County Treasurer and the Clerk of this Board of Supervisors and County Administrator are hereby authorized and directed to execute and deliver the Notes to the Underwriter, pursuant to the terms and conditions of the Purchase Agreement. All actions heretofore taken by the officers and agents of the County or this Board with respect to the sale and issuance of the Notes are hereby approved, confirmed and ratified and the officers and agents of the County and this 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. 8 PASSED AND ADOPTED this 22nd day of October, 1985, by the following vote: AYES: Supervisors Powers , T--�cPeak , Schroder , Torlakson , Fanden. NOES: None . ABSENT: None . Chairman 16 the Board of Supervisors ATTEST: PHIL BATCHFLO^ Clerk of the Board of Supervisors BY eputy RESOLUTION NO . 85/608 9 Clerk's Certificate I, Jeanne 0. Maglio, thief Clerk, Office of the Clerk of the Board and Deputy Clerk of the County of Contra Costa, hereby certify that the foregoing is a full, true and correct copy of a resolution duly adopted at the meeting of the Board of Supervisors of the County of Contra Costa duly and regularly held in Martinez, California, on October 22, 1985, of which meeting all of the members of said Board had due notice. I further certify that I have carefully compared the foregoing copy with the original minutes of said meeting on file and of record in my office; that said copy is a full, true and correct copy of the original resolution adopted at said meeting and entered in said minutes; and that said resolution has not been amended, modified or rescinded in any manner since the date of its adoption, and the same is now in . full force and effect. IN WITNESS WHEREOF, I have executed this certificate and affixed the seal of the County of Contra Costa hereto this 22nd day of October, 1985. Deputy Clerk October 22 , 1985 [SEAL] EXHIBIT A UNITED STATES OF AMERICA STATE OF CALIFORNIA COUNTY OF CONTRA COSTA CONTRA COSTA COMMUNITY COLLEGE DISTRICT 1985 TAX AND REVENUE ANTICIPATION NOTE No. FOR VALUE RECEIVED, the Contra Costa Community College District (the "District" ) , County of Contra Costa, California, acknowledges itself indebted to and promises to pay to the holder hereof, at the principal office of Bank of America National Trust and Savings Association in San Francisco, California, the principal sum of DOLLARS ($ ) in lawful money of the United States of America, on September 30, 1986, together with interest thereon at the rate of PER CENT ( %) per annum, upon the basis of a 360-day year consisting of twelve 30-day months, in like lawful money from the date hereof until payment in full of said principal sum. Both the I - principal of and interest on this Note shall be payable only upon surrender of this Note as the same shall fall due; provided, however, no interest shall be payable for any period after maturity during which the holder hereof fails to properly present this .Note for payment. It is hereby certified, recited and declared that this Note is one of an authorized issue of Notes entitled, "Contra Costa Community College District 1985 Tax and Revenue Anticipation Notes" (the "Notes" ) , in the aggregate principal amount of Seven Million Dollars ($7,000, 000) , all of like date, tenor and effect, made, executed and given pursuant to and by authority of a resolution of the Board of Supervisors of the County of Contra Costa duly passed and adopted on October 22, 1985 (at the request of the District pursuant to a resolution of the Governing Board of the District duly passed and adopted on September 11, 1985) under and by authority of Article 7 . 6 (commencing with Section 53850) of Chapter 4, Part 1, Division 2, Title 5 of the California Government Code, 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 District, does not exceed any limit prescribed by the Constitution or statutes of the State of California. A-2 The principal amount of the Notes, together with the interest thereon, shall be payable from taxes, income, revenue, cash receipts and other moneys which are received by the District for the Fiscal Year 1985-1986. As security for the payment of the principal of and interest on this Note and all .Notes of said authorized issue, the District has pledged certain secured property taxes to be received by the District for the General Fund of the District during or attributable to Fiscal Year 1985-1986 (as provided in said resolutions) , and the principal of and the interest on this Note and all Notes of said authorized issue shall constitute a first lien and charge thereon and shall be payable therefrom, and to the extent not so paid shall be paid from any other moneys of the District lawfully available therefor. IN WITNESS WHEREOF, the County of Contra Costa has caused this Note to be executed by its Treasurer-Tax Collector by manual signature, and countersigned by the Clerk of its Board of Supervisors and County Administrator by A-3 facsimile signature and has caused its official seal to be printed hereon this 22nd day of October, 1985. COUNTY OF CONTRA COSTA By Treasurer-Tax Collector (SEAL) Countersigned: Clerk of the Board of Supervisors and County Administrator A-4 EXHIBIT B NOTE PURCHASE AGREEMENT This Note Purchase Agreement (the "Note Purchase Agreement" ) , dated as of October 22, 1985, and entered into by and between the County of Contra Costa, a political subdivision of the State of California (the "County" ) , and Bank of America National Trust and Savings Association, a national banking association (the "Underwriter" ) , for the sale and delivery of $7, 000, 000 principal amount of Contra Costa Community College District 1985 Tax and Revenue Anticipation Notes (the "Notes" ) ; WITNESSETH: WHEREAS, community college districts organized and existing under the laws of the State of California are authorized by Article 7 . 6, Chapter 4, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Temporary Borrowing Law" ) to borrow money by the issuance of temporary notes; and WHEREAS, pursuant to the Temporary Borrowing Law, such temporary notes shall be issued in the name and on behalf of such community college district by the board of supervisors of the county the county superintendent of which has jurisdiction over such community college district as soon as possible following the receipt of a resolution of the governing board of such community college district requesting such borrowing; and WHEREAS, the Governing Board of Contra Costa Community College District (the "District" ) has heretofore adopted its resolution finding that the District needs to borrow funds in Fiscal Year 1985-1986 and requesting the Board of Supervisors (the "Board" ) of the County to authorize the issuance and sale of the Notes under the Temporary Borrowing Law in the name and on behalf of the District; and WHEREAS, on October 22, 1985, the Board adopted a resolution (the "Resolution" ) authorizing the issuance and sale of the Notes in the name and on behalf of the District; NOW, THEREFORE, the parties hereto agree as follows: Section 1. Obligation to Purchase. Upon the terms and conditions and in reliance upon the representations, warranties and agreements set forth herein, the Underwriter hereby agrees to purchase for offering to the public, and the County hereby agrees to sell the Underwriter on behalf of the District, all (but not less than all) the Notes as described in the Resolution and the Official Statement relating to the Notes, dated October 22, 1985, including the Appendices thereto (the "Official Statement" ) . Section 2 . Purchase Price. The purchase price of the Notes shall be $ plus accrued interest to the date of delivery thereof. Each Note shall bear interest at a rate of per cent (_%) per annum. Section 3 . Delivery of and Payment for the Notes. The delivery of the Notes (the "Closing" ) shall take place at 11:00 A.M. , California time, on October 22, 1985, or at such other time as may be mutually agreeable to the County and the Underwriter, at such place as the County and the Underwriter shall mutually agree upon. At the Closing, the County shall deliver the Notes to the Underwriter in definitive form, duly executed, ' together with the other documents hereinafter mentioned, against delivery of a check drawn on the Federal Reserve Bank of San Francisco, California to the order of the County (or other immediately available funds) in the amount of the purchase price as set forth in Section 2 hereof. Section 4. , The Notes. The Notes shall be issued in non-registrable, bearer form, without coupons, one hundred (100) of which shall be in the denomination of Five Thousand Dollars ($5, 000) and the balance of which shall be in the denomination of Twenty-Five Thousand Dollars ($25, 000) . Section 5. Representations and Warranties of the County. The County represents and warrants to the Underwriter that: ( 1) The County is a political subdivision duly organized and existing under and by virtue of the laws of the State of California and has all necessary power and authority to (i ) adopt the Resolution and (ii ) enter into and perform its obligations under the Note Purchase Agreement, and, when executed and delivered by the respective parties thereto, the Note Purchase Agreement will constitute a legal, valid and binding obligation of the County in accordance with its respective terms. (2) (a) At or prior to the Closing, the County will have taken all action required to be taken by it to authorize the issuance and delivery of the Notes and the performance of its obligations thereunder, and (b) the County has, and at the date of Closing will have, full legal right, power and authority to issue and deliver the Notes to the Underwriter in the name and on behalf of the District and to perform its obligations as provided herein and therein. 2 (3) The issuance of the Notes, the adoption .of the Resolution and the execution and delivery of the Note t Purchase Agreement and compliance with the provisions hereof will not conflict with or violate any law, administrative regulation, court decree, resolution, charter, by-laws or other agreement to which the County is subject or by which it is bound. (4) Except as may be required under blue sky or other securities laws of any state, there is no consent, approval, authorization or other order of, or filing with, or certification by, any regulatory authority having jurisdiction over the County required for the issuance and sale of the Notes or the consummation by the County of the other transactions contemplated by the Note Purchase Agreement. (5) As more fully provided for in the Resolution, the Notes, together with interest thereon, are payable from (a) the. first $2,800, 000 of the first installment of property taxes attributable to the District on the secured roll which become due and payable on November 1, 1985, and become delinquent after December 10, 1985, and (b) the first $4,200, 000 (together with an amount sufficient to pay interest on the Notes at maturity) of the second installment of property taxes attributable to the District on the secured roll which become due and payable on February 1, 1986, and delinquent after April 10, 1986. (6) A copy of the Resolution has been delivered to the Underwriter, and the Resolution will not be amended without the consent of the Underwriter, which consent will not be unreasonably withheld. (7) To the best knowledge of the County, there is no action, suit, proceeding or investigation at law or in equity before or by any court or governmental agency or body pending or threatened against the County to restrain or enjoin the sale, issuance or delivery of the Notes, or in any way contesting or affecting the validity of the Note Purchase Agreement, the Resolution or the Notes or the payment of the Notes or contesting the powers of the County to enter into or perform its obligations under any of the foregoing. (8) The County agrees to cooperate with the Underwriter in endeavoring to qualify the Notes for offering and sale under the securities or blue sky laws of such jurisdictions of the United States as. the Underwriter may request; provided, however, that the County will not be required to execute a special or general consent to service 3 of process or qualify as a foreign corporation in connection with any such qualification in any jurisdiction. Section 6. Conditions Precedent to the Closing. Conditions precedent to the Closing are as follows: ( 1) The execution and delivery of the Notes consistent with the Resolution, in form and substance acceptable to Orrick, Herrington & Sutcliffe ( "Bond Counsel" ) . (2 ) A legal opinion, dated the date of Closing, of Bond Counsel with respect to the validity and tax-exempt status of the Notes in form and substance acceptable to the Underwriter. (3) A certificate of an appropriate District official, dated the date of Closing, to the effect that such official has reviewed the Official Statement and on such basis certifies that the Official Statement does not contain any untrue statement of a material fact or omit to state any material fact required to be stated therein or necessary to make the statements therein, in light of the circumstances under which they were made, not misleading, in form and substance acceptable to Bond Counsel and the Underwriter. (4) Such other certificates, instruments or opinions as Bond Counsel may deem necessary or desirable to evidence the due authorization, execution and delivery of documents pertaining to this transaction and the legal, valid and binding nature thereof, as well as compliance of all parties with the terms and conditions hereof. Section 7. Events Permitting the Underwriter to Terminate. The Underwriter may terminate its obligation to purchase the Notes at any time before the Closing if any of the following occurs: (a) Any legislative, executive or regulatory action or any court decision which, in the judgment of the -Underwriter, casts sufficient doubt on the legality of or the tax-exempt status of interest on obligations such as the Notes so as materially to impair the marketability or to materially reduce the market price of such obligations; (b) Any action by the Securities and Exchange Commission or a court which would require registration of the Notes or any instrument securing the Notes under the Securities Act of 1933, as amended, in connection with the public offering thereof, or qualification of 4 n the Resolution under the Trust Indenture Act of 1939, as amended; (c) Any restriction on trading in securities, or any banking moratorium, or the inception or escalation of any war or major military hostilities which, in the judgment of the Underwriter, substantially impairs the ability of the Underwriter to market the Notes; or (d) Any event or condition which, in the judgment of the Underwriter, renders untrue or incorrect, in any material respect as of the time to which the same purports to relate, the information, , including the financial statements, contained in the Official Statement, or which requires that information not contained in the Official Statement should be reflected therein in order to make the statements and information contained therein not misleading in any material respect as of such time. Section 8. Fees and Expenses. The Underwriter shall pay all the costs and expenses incurred in connection with this financing, including advertising and selling expenses, the cost of printing or reproducing the Official Statement and the Notes and rating agency fees, and any other related expense. Section 9. Notices. Any notices to be given to the Underwriter under the Note Purchase Agreement shall be given in writing to the Bank of America National Trust and Savings Association, Public Finance Department, at P.O. Box 37003, San Francisco, California 94137, Attn: Mr. Thomas W. McQueen. Any notices to be given to the County shall be given in writing to the County at the office of the Treasurer-Tax Collector of the County of Contra Costa, 625 Court Street, Martinez, California, 94553, Attn: Treasurer-Tax Collector. Any notices to be given to the District shall be given in writing to the District at 500 Court Street, Martinez, California 94553, Attn: Director of Accounting Services. Section 10. No Assignment. The Note Purchase Agreement has been made by the County and the Underwriter, and no person other than the County and the Underwriter or their successors or assigns shall acquire or have any right under or by virtue of the Note Purchase Agreement. All of the representations, warranties and agreements contained in the Note Purchase Agreement shall survive the delivery of and payment by the Underwriter for the Notes and any termination of the Note Purchase Agreement. 5 Section 11 . Applicable Law. The Note Purchase Agreement shall be interpreted, governed and enforced in accordance with the laws of the State of California. Section 12 . Effectiveness. The Note Purchase Agreement shall become effective upon the execution of the acceptance hereof by the County and shall be valid and enforceable from and after the time of such effectiveness. Section 13 . Severability. In the event any provision of the Note Purchase Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision hereof. BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION By Authorized Officer Accepted by: CONTRA COSTA COMMUNITY COUNTY OF CONTRA COSTA COLLEGE DISTRICT By. By Assistant Secretary Treasurer-Tax Collector 6 5 NEW ISSUE OFFICIAL STATEMENT ' In the opinion of Bond Counsel, under existing statutes, regulations and court decisions, interest on the Notes is exempt from federal income taxes and from California personal income taxes. 7,000,000 CONTRA COSTA COMMUNITY COLLEGE DISTRICT CONTRA COSTA COUNTY, CALIFORNIA 1985 TAX AND REVENUE ANTICIPATION NOTES DATED: October 22, 1985 DUE: September 30, 1986 The Notes will be issued in denominations of $5,000 and X25,000 and will be dated October 22, 1985. Principal and interest on the Notes will be payable upon maturity at the principal office of the paying agent of the District, Bank of America NT&SA in San Francisco, California. The Notes will not be subject to redemption prior to maturity. The Notes will be negotiable and non-registrable. Principal interesta urs y Yield Amount Rate Date To Public $7,000,000 September 30, 1986 The Notes, in accordance with California law, are general obligations of the District but are payable only out of taxes, income, revenue, cash receipts and other moneys received by the District during or allocable to Fiscal Year 1985-86 and legally available for payment thereof. The Notes are secured by the District's pledge of the first 3.5 million of the first installment of ad valorem property taxes on the secured roll a tributable to the District which become due and payable on November 1, 1985 and delinquent on December 10, 1985, and the first $3.5 million (together with an amount sufficient to pay the interest to become due on the Notes) of the second installment of ad valorem property taxes on the secured roll attributable to the District which become due and Payable on February 1, 1986 and delinquent on April 10, 1986 (the "Pledged Revenues'). In furtherance of this pledge, the Pledged Revenues shall be deposited with the Contra Costa County Treasurer-Tax Collector in a special trust fund to be established by the County and designated the Contra Costa Community College District 1985 Tax and Revenue Anticipation Note Repayment Fund (the "Repayment Fund"). The Pledged Revenues will be held in the Repayment Fund until September 30, 1986, at which time these funds will be used to repay the Notes and the interest thereon. To the extent that the Notes cannot be repaid from the Pledged Revenues, the Notes must be repaid from other legally available funds of the District. The Notes are direct obligations of the District and are legal investments for commercial banks in California and are eligible to secure deposits of public moneys in California. The Notes will be offered when, as and if issued and received by the Underwriter, subject to the approval of legality by Orrick, Herrington & Sutcliffe, A Professional Corporation, San Francisco, California, Bond Counsel. Certain other legal matters will be passed upon for the District by the County Counsel . The Notes, in temporary or definitive form, will be available for delivery on or about October 29, 1985. BANK OF AMERICA CAPITAL MARKETS GROUP (BANK OF AMERICA NT&SA) September 30, 1985 03070 No dealer, broker, salesperson or other person has been authorized by the District to give any information or to make any representations other than those contained herein and, if given or made, such other information or representation must not be relied upon as having been authorized by the District. This Official Statement does not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the Notes by a person in any jurisdiction in which it is unlawful for such person to make such an offer, solicitation or sale. This Official Statement is not to be construed as a contract with the purchasers of the Notes. Statements contained in this Official Statement which involve estimates, forecasts or matters of opinion, whether or not expressly so described herein, are intended solely as such and are not to be construed as a representation of facts. The information set forth herein has been obtained from Official sources which are believed to be reliable but it is not guaranteed as to accuracy or completeness, and is not to be construed as a representation by the Underwriter. The information and expressions of opinions herein are subject to change without notice and neither delivery of this Official Statement nor any sale made hereunder shall , under any circumstances, create any implication that there has been no change in the affairs of the District since the date hereof. This Official Statement is submitted in connection with the sale of the Notes referred to herein and may not be reproduced or used, in whole or in part, for any other purpose, unless authorized in writing by the District. TABLE OF CONTENTS Page 1985-86 Financing Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Funding by the State of California . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 TheNotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 LegalOpinion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Legality for Investment in California . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Limitation of Remedies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Litigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Underwriting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Constitutional Limitations on Taxes and Appropriations . . . . . . . . . 9 Ad Valorem Property Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Tax Levies & Delinquencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 District Financial Information . . . . . . . . . . . . . . . . . 14 TheDistrict . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 TheCounty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Appendix A -- Financial Statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IN CONNECTION WITH THIS OFFERING, THE UNDERWRITER MAY OVERALLOT OR EFFECT TRANSACTIONS WHICH STABILIZE OR MAINTAIN THE MARKET PRICE OF THE NOTES AT A LEVEL ABOVE THAT WHICH MIGHT OTHERWISE PREVAIL IN THE OPEN MARKET. SUCH STABILIZING, IF COMMENCED, MAY BE DISCONTINUED AT ANY TIME. THE UNDERWRITER MAY OFFER AND SELL THE NOTES TO CERTAIN DEALERS AND DEALER BANKS AND BANKS ACTING AS AGENT AT PRICES LOWER THAN THE PUBLIC OFFERING PRICE STATED ON THE COVER PAGE HEREOF AND SAID PUBLIC OFFERING PRICE MAY BE CHANGED FROM TIME TO TIME BY THE UNDERWRITER. oso7o 2 CONTRA COSTA COMMUNITY COLLEGE DISTRICT CONTRA COSTA COUNTY, CALIFORNIA Board of Trustees Term Expires William P. Moses, President November, 1985 Eugene H. Ross, Vice President November, 1987 Dr. Lee R. Winters November, 1985 Reverend Lloyd Farr, Member Secretary November, 1987 William R. Baldwin, Member November, 1985 District Administrators John I . Carhart William H. Brown Business Manager CONTRA COSTA COUNTY OFFICIALS Board of Supervisors Nancy C. Fanden District 2 Chair Tom Powers Sunne Wright McPeak District 1 District 4 Robert I. Schroder Tom Torlakson District 3 District 5 Philip J. Batchelor Clerk of the Board and County Administrator COUNTY OFFICIALS Donald L. Bouchet Alfred P. Lomeli Auditor-Controller Treasurer-Tax Collector Ronald L. Stewart County Superintendent of Schools 0307o 3 INTRODUCTION The purpose of this Official Statement is to provide certain information concerning the sale and delivery of the 1985 Tax. and Revenue Anticipation Notes of Contra Costa Community College District, Contra Costa County, California (the "District") . The Notes, which are issued in an aggregate principal amount of $7,000,000, are equally and ratably secured. The Notes are general obligations of the District, but are payable only out of the taxes, income, revenues, cash receipts and other moneys of the District attributable to the fiscal year 1985-86 and legally available for the payment thereof. The Notes are being issued to finance the "dry periods" of the District' s General Fund cash flow during the fiscal year (July 1 through June 30). Borrowing is necessary because District General Fund expenditures tend to occur in relatively level amounts throughout the year while receipts follow an uneven pattern, primarily as a result of an uneven pattern of state and federal payments and secured property tax installment payment dates in December and April , the largest sources of District revenues. As a result, the General Fund cash balance is negative during parts of the fiscal year. The Notes are intended to finance such cash deficits and are an alternative to the District' s borrowing from the County Treasury. CONTRA COSTA COMMUNITY COLLEGE DISTRICT 1985-86 FINANCING PROGRAM Contra Costa Community College District (the "District") implemented its first short-term financing program in October, 1983 to finance the "dry periods" of its general fund cash flow during the 1983-84 fiscal year. The District issued and sold $7,000,000 Tax and Revenue Anticipation Notes dated October 26, 1983, all due September 30, 1984. The District also issued and sold $6,000,000 1984 Tax and Revenue Anticipation Notes dated October 16, 1984, all due September 30, 1985. The Community College District has always paid principal and interest on its short term notes when due. Prior to 1983-84 such general fund dry periods were financed by available District reserves, advances from other District funds or were covered (financed) by a Receivables Credit granted by the County against the District' s uncollected property tax levy. See "Tax Levies and Delinquencies" on page 12, and "Short-Term Borrowing" on page 16. After projecting cash flow requirements for the 1985-86 fiscal year, the District elected to continue its short-term financing program, resulting in the current offering of its 1985 Tax and Revenue Anticipation Notes, FUNDING BY THE STATE OF CALIFORNIA Approximately 61 .9% of the District' s fiscal year 1985-86 Adopted Budget consists of payments from the State of California. oso7o 4 The State' s financial situation has improved considerably since fiscal year 1982-83 when the State exhausted its sources of internal borrowings and was forced to issue revenue anticipation warrants to meet its cash needs. The State Department of Finance currently projects a 3% growth in real GNP for 1985, with California expected to outperform the Nation both this year and next in terms of income and employment gains., The 1985-86 Governor' s Budget as introduced January 10, 1985, proposed General and Special Fund expenditures of $33. 1 billion, an 8.5 percent increase over the 1984-85 fiscal year. The General Fund expenditures were estimated to be $27.9 billion or 84 percent of the total . The remaining $5.2 billion of expenditures were from special funds and represented 16 percent of the total . The Budget estimated total revenues and transfers of $32.9 billion and included an appropriation of $1 .04 billion as a General Fund Reserve. On June 28, 1985, the Governor signed the 1985-86 Budget Act. The 1985-86 Budget Act projects General Fund expenditures of approximately $28.4 billion. In signing the Budget, the Governor vetoed approximately $501 million of General Fund appropriations from the Legislatures' s version of the 1985-86 Budget Act. Based upon current revenue and expenditure estimates, the State Department of Finance projects an ending reserve in the General Fund on June 30, 1986 of $1 .051 billion. This reserve represents 3.7 percent of estimated 1985-86 General Fund revenues and transfers of $28. 152'billion. The fiscal condition of the State is expected to remain strong in 1985-86. The State issued $2,300,000 in revenue anticipation notes dated August 13, 1985. Such notes will all mature on June 30, 1986. The notes will be payable from available moneys in the General Fund of the State, including, if necessary, amount borrowable from special funds of the State. THE NOTES Authority for Issuance The Contra Costa Community College District 1985 Tax and Revenue Anticipation Notes ("The Notes") are issued under the authority of Article 7.6, Chapter 4, Part 1 , Division 2, Title 5 (commencing with Section 53850) of the California Government Code, and pursuant to a Resolution adopted by the Board of Supervisors of the County of Contra Costa ("The County") on October 1 , 1985, at the request of the Governing Board of Contra Costa Community College District pursuant to a Resolution adopted on September 11 , 1985. Purpose of Issue Issuance of the Notes will provide the District with moneys to meet current (fiscal year 1985-86) general fund and capital expenditures, and to discharge other obligations or indebtedness of the District. 0307o 5 Description of the Notes The Notes will be in the aggregate principal amount of $7,000,000 and will be issued in nonregistrable bearer form without coupons, and in denominations of $5,000 and $25,000. The Notes will be dated their date of delivery (expected to be October 22, 1985. ) and will mature on September 30, 1986. Interest will be payable at maturity, computed on a 30-day month/360-day year basis. Principal and interest will be payable at the principal office of the paying agent of the District, Bank of America NT&SA in San Francisco, California. Security for the Notes The Notes are secured by the District' s pledge of the first $3.5 million of the first installment of ad valorem property taxes on the secured roll attributable to the District which become due and payable on November 1 , 1985 and delinquent on December 10, 1985, and the first $3.5 million (together with an amount sufficient to pay the interest to become due on the Notes) of the second installment of ad valorem property taxes on the secured roll attributable to the District which become due and payable on February 1 , 1986 and delinquent on April 10, 1986 (the "Pledged Revenues") . In furtherance of this pledge, the Pledged Revenues shall be deposited with the Contra Costa County Treasurer-Tax Collector in a trust fund to be established by the County and designated Contra Costa Community College District 1985 Tax and Revenue Anticipation Note Repayment Fund. The Pledged Revenues will be held in the Repayment Fund until September 30, 1986 at which time these funds will be used to repay the Notes and the interest thereon. In the event that on April 30, 1986 the District has not received sufficient property taxes to permit the deposits of said respective amounts in the Repayment Fund established to repay the Notes, then the amount of any deficiency shall be immediately satisfied and made up from any other moneys of the District lawfully available for the repayment of the Notes and the interest thereon. Amounts deposited with the County Treasurer in the Repayment Fund may not be used for any other purpose, although they may be invested in legal investments. Any balance in the Repayment Fund on September 30, 1986 in excess of the amount needed to repay the Notes and the interest thereon will be transferred to the District General Fund. Available Sources of Payment The Notes, in accordance with California law, are general obligations of the District, but are payable only out of the taxes, income, revenue, cash receipts and .other moneys of the District attributable to Fiscal Year 1985-86 and legally available for payment thereof. The ability of the District to levy ad valorem property taxes was substantially limited in 1978 by Proposition 13 which amended the California Constitution. See "Constitutional Limitations on Taxes and Appropriations." The District may under existing law issue the Notes only if the principal of and interest on the Notes will not exceed 85 percent of the estimated moneys available for the payment of .the Notes. The amount needed to repay the Notes and the interest thereon is estimated to be $7,400,000. The District estimates that the moneys available for the payment of the Notes will be approximately $53.6 million as indicated in the following table. 03070 6 ESTIMATED UNRESTRICTED REVENUE AVAILABLE FOR PAYMENT OF 1985 TAX AND REVENUE ANTICIPATION NOTES" ' Source Amount Unrestricted available fund balance - July 1 , 1985 . . . . $ 3,519,027 Property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,017,400 Basic State Apportionment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,530,267 Other local income . . . . . . . . . . . . . . . . . . . .: . . . . . . . . . . . . . . . 4,634,756 Other revenue" ' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 962,421 Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $53,663,871 Based on the District' s 1985-86 Budget. `2 ' Includes federal and other State income. LEGAL OPINION ' The opinion of Orrick, Herrington & Sutcliffe, A Professional Corporation, San Francisco, California ("Bond Counsel") approving the validity of the Notes and stating that interest on the Notes is exempt from income taxes of the United States of America under present federal income tax laws and that such interest is also exempt from personal income taxes of the State of California under present State income tax laws , will be provided free of charge to the Underwriter at the time of the original delivery of the Notes. A copy of such opinion will be printed on each definitive Note without charge to the purchasers. The statements of law and legal conclusions set forth in this Official Statement under the headings "The Notes" and "Legality For Investment In California" have been reviewed by Bond Counsel . Bond Counsel ' s employment is limited to a review of the legal proceedings required for the authorization of the Notes and to rendering the opinions set forth above. Such opinion will not consider or extend to any documents, agreements, representations, offering circulars or other material of any kind concerning the Notes not mentioned in this paragraph. Certain legal matters will be passed upon for the District by the County Counsel . LEGALITY FOR INVESTMENT IN CALIFORNIA Under the provisions of the State Financial Code, the Notes are legal investments for commercial banks in the State to the extent that the Notes, in the informed opinion of the bank, are prudent for the investment of funds of its depositors and under provisions of the State Government Code are eligible to secure deposits of public moneys in the State. oso7o 7 RATING The District received a rating of from Moody' s Investors Service, Inc. for its notes. Certain information was supplied by the District to the rating agency to be considered in evaluating the Notes. Any rating issued will reflect only the views of the rating agency, and. .any explanation of the significance of such rating should be obtained from the rating agency. There is no assurance that any rating obtained will be retained for any given period of time or that the same will not be revised downward or withdrawn entirely by the rating agency if, in its judgment, circumstances so warrant. The District undertakes no responsibility either to bring to the attention of the holders of the Notes any downward revision or withdrawal of any rating obtained or to oppose any such revision or withdrawal . Any such downward revision or withdrawal of the rating obtained may have an adverse effect on the market price of the Notes. LIMITATION OF REMEDIES In addition to the limitations on remedies contained in the Resolution and the law, the rights and remedies provided in the Resolution and the law may be limited by and are subject to the provisions of federal bankruptcy laws, as now or hereafter enacted, and to other laws or equitable principles that may affect the enforcement of creditors' rights if equitable remedies are sought. LITIGATION No litigation is pending or threatened concerning the validity of the Notes, and a Certificate of the County Counsel to that effect will be furnished to the Underwriter at the time of the original delivery of the Notes. The District is not aware of any litigation pending or threatened questioning the political existence of the District or contesting the District' s ability to receive ad valorem taxes or to collect other pledged revenues or contesting the District's ability to issue and retire the Notes. UNDERWRITING The Notes are being purchased for reoffering by Bank of America NT&SA. The Underwriter has agreed to purchase the Notes at par less a discount of $25,000 to cover the cost of issuance, plus accrued interest, if any, from the dated date of the Notes to the closing date. The Contract of Purchase provides that the Underwriter will purchase all of the Notes, if any are purchased. The obligation to make such purchase is subject to certain terms and conditions set forth in the Contract of Purchase. The Underwriter may offer and sell the Notes to certain other. dealers and others at a yield greater than the offering yield stated on the cover page hereof. The offering yield may be changed from time to time by the Underwriter. oso7o 8 ADDITIONAL INFORMATION The purpose of this Official Statement is to supply information to buyers of the Notes. Quotations from and summaries and explanations of the Notes, the resolution authorizing the Notes and of statutes and documents contained herein do not purport to be complete, and reference' is made to said documents and statutes for full and complete statements of their provisions. Bank of America Capital Markets Group is acting as the Underwriter of the Notes and regularly receives a variety of District reports. These reports include audits and budgets. Any holder of the Notes may obtain copies of such reports, as available from the District or the Bank. All data contained herein have been taken or constructed from District records. Appropriate District officials, acting in their official capacity, have reviewed this Official Statement and have determined that as of the date hereof the information contained herein is, to the best of their knowledge and belief, true and correct in all material respects and does not contain an untrue statement of a material fact or omit to state a material fact necessary in order to make the statements made, in light of the circumstances under which they were made, not misleading. An appropriate District official will execute a certificate to this effect upon delivery of the Notes. This Official Statement and its distribution have been duly authorized and approved by the District. CONSTITUTIONAL LIMITATIONS ON TAXES AND APPROPRIATIONS Article XIIIA of the California Constitution limits the taxing powers of California public agencies , Article XIIIA provides that the maximum ad valorem tax on real property cannot exceed one percent of the full cash value of the property, and effectively prohibits the levying of any other ad valorem property tax, even with voter approval . Full cash value is defined as the County Assessor' s valuation of real property as shown on the 1975-76 tax bill under "full cash value" or, thereafter, the appraisal value of real property when purchased, newly constructed, or "a change in ownership has occurred after the 1975 assessment. The full cash value is subject to annual adjustment to reflect inflation at a rate not to exceed two percent or a reduction in the consumer price index or comparable local data, or declining property value caused by damage, destruction or other factors. Article XIIIB of the California Constitution limits the amount of appropriations of the state and of local governments for "proceeds of taxes" to the amount of appropriations of.the entity for the prior year, adjusted for changes in the cost of living, population and services provided. Both Article XIIIA and Article XIIIB were adopted by the people of the State of California pursuant to the state' s initiative constitutional amendment process. Initiatives adopted in the future might limit the ability of the County to maintain or increase revenues. 03070 9 AD VALOREM PROPERTY TAXES Taxes are levied by Contra Costa County for each fiscal year on taxable real and personal property which is situated in the County as of the preceding March 1 . For assessment and collection purposes, property is classified either as "secured" or "unsecured" and is listed accordingly on separate parts of the assessment roll . The "secured roll " is that part of the assessment roll containing State assessed property and real property having a tax lien which is sufficient, in the opinion of the assessor, to secure payment of the taxes. Other property is assessed on the "unsecured roll ." Property taxes on the secured roll are due the County in two installments, on November 1 and February 1 of the fiscal year. If unpaid, such taxes become delinquent on December 10 and April 10, respectively, and a ten percent penalty attaches to any delinquent payment. In addition, property on the secured roll with respect to which taxes are delinquent is declared to be defaulted on or about June 30 of the fiscal year. Such property may thereafter be redeemed by payment of the delinquent taxes and the delinquency penalty, plus a redemption penalty of one and one-half percent per month to the time of redemption. If taxes are unpaid for a period of five years or more, the tax-defaulted property is declared to be subject to the Tax-Collector' s power of sale and may be subsequently sold within two years by the County Tax Collector. After receipt and collection of taxes by the County, the County apportions the various shares to each of the cities, school districts and special districts within the County. Property taxes on the unsecured roll are due as of the March 1 lien date and become delinquent, if unpaid, on August 31 . A ten percent penalty attaches to delinquent taxes on property on the unsecured roll , and an additional penalty of one and one-half percent per month begins to accrue beginning November 1 of the fiscal year: The taxing authority has four ways of collecting unsecured personal property taxes: (1 ) a civil action against the taxpayer; (2) filing a certificate in the office of the County Clerk specifying certain facts in order to obtain a judgment lien on certain property of the taxpayer; (3) filing a certificate of delinquency for record in the County Recorder' s office in order to obtain a lien on certain property of the taxpayer; and (4) seizure and sale of personal property, improvements or possessory interests, belonging or assessed to the assessee. TAX LEVIES AND DELINQUENCIES Contra Costa County and its political subdivisions operate under the provisions of Sections 4701-4717 of the California Revenue and Taxation Code. Pursuant to those sections, the accounts of all political subdivisions which levy taxes on the County tax rolls are credited with 100 percent of their respective tax levies regardless of actual payments and delinquencies. The County treasury' s cash position (from taxes) is protected by a special fund (Tax Losses Reserve Fund) into which all countywide delinquent penalties are deposited. The County has used this method since fiscal year 1950-51 . A seven year history of Contra Costa County tax levies, delinquencies and the Tax Losses Reserve Fund cash balances as of June 30 is shown below. 03070 10 COUNTY OF CONTRA COSTA LEVIES, DELINQUENCIES AND RESERVE FUNDS FISCAL YEARS 1978-79 THROUGH 1983-84 Secured Current Tax Losses Property Levy Reserve Fund Fiscal Tax Delinquent Balance Year Levies June 30 June 30 1978-79 . . . . . . . . . $196,482, 131 $ 3,501 ,345 $10,132,029 1979-80 . . . . . . . . . 202,823,519 4,911 ,417 10,206,725 1980-81 . . . . . . . . . 237,630,961 7,195,889 7,213,929 1981-82 . . . . . . . . . 264,897,190 10,557,491 8,700,583 1982-83 . . . . . . . . . 294,757,661 10,281 ,578 11 ,158,615 1983-84 . . . . . . . . . 319,869,578 9,216,399 14,330,673 1984-85 . . . . . . . . . 350,500,000" 1 10,164,5001 " 16,500,000( l ) " ' Estimated by County Source: County Auditor-Controller. During fiscal year 1980-81 the County reduced the Tax Losses Reserve Fund from $10.2 million to $7.2 million and credited the difference to the County General Fund as provided by Section 4703 of the Revenue and Taxation Code. Section 4703 allows any county to draw down the Tax Losses Reserve Fund to a balance equal to three percent of the total of all taxes and assessments levied on the secured rolls for that year if the secured tax delinquency has been three percent or less for the preceding three consecutive years. After utilizing this procedure, if the County incurs a rate of secured tax delinquency that exceeds three percent of the total of all taxes and assessments levied on the secured rolls, the Tax Losses Reserve Fund must accumulate to a balance equal to five percent of the total of all taxes and assessments levied on the secured roll that year and remain at that level until the County has three consecutive years in which the secured tax delinquency rate is under three percent. Total delinquent secured property tax charges in each year since fiscal year 1979-80 have been below 4.00 percent of that year' s total secured charges. 0307c 11 CONTRA COSTA COMMUNITY COLLEGE DISTRICT SUMMARY OF FULL CASH VALUE AND AD VALOREM PROPERTY TAXATION FISCAL YEARS 1979-80 THROUGH 1985-86 Percentage Tax Fiscal Full Cash Delinquent Year Value" ' June 30 1979-80 . . . . . . . . . . . . . 17,490,073,016 2.42% 1980-81 . . . . . . . . . . . . . 18,882,235,444 3.02 1981-82 . . . . . . . . . . . . . 21 ,636,546,100 3.99 1982-83 . . . . . . . . . . . . . 24,440,178,501 3.49 1983-84 . . . . . . . . . . . . . 26,704,442,292 2.88 1984-85 . . . . . . . . . . . . . 29,355,821 ,109 2.90 1985-86 . . . . . . . . . . . . . $32,299,702,842 - (1 ) Beginning in fiscal year 1980-81 , business inventories were excluded from the tax base, since the State increased the State property tax exemption for business inventories from 50 percent to 100 percent. State legislation, however, requires the State to reimburse local governments for revenue lost as a result of such exemption, and the reimbursement in future years will vary based on the Consumer Price Index and population changes. Amounts previously shown as assessed values now shown as full cash values. See "Constitutional Limitations on Taxes." Largest Taxpayers The ten largest taxpayers in the County as shown on the 1984-85 secured tax roll and the approximate amounts of their property tax payments for all taxing jurisdictions within the County are shown below. These ten largest taxpayers paid a total of $62,581 ,954 in property taxes or about 17.9 percent of the County' s 1984-85 secured tax collection. COUNTY OF CONTRA COSTA LARGEST TAXPAYERS Total Taxes Company Paid 1984-85 Chevron USA (Standard Oil Company of California) . . . $22,295,869 Pacific Gas & Electric Company . . . . . . . . . . . . . . . . . . . . . 13,400,870 Shell Oil Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,373,322 Pacific Bell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,224,481 Tosco Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,446,745 Union Oil Company of California . . . . . . . . . . . . . . . . . . . . 2,768,214 Dow Chemical Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,122,461 U.S. Steel Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 ,840,858 C&H Sugar Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 ,098,209 Louisiana Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 ,010,925 03070 12 DISTRICT FINANCIAL INFORMATION District Budget The District is required by law to adopt a balanced Tentative Budget on or before June 30 of each year. The Final Budget is a fiscal line-item budget setting forth expenditures in priority sequence so that appropriations during Fiscal Year 1985-86 can, be adjusted if revenues do not meet the projections. The Final Budget for Fiscal Year 1985-86 was adopted on August 7, 1985. Accounting Practices The accounting policies of the District conform to generally accepted accounting principles in accordance with policies and procedures of the California Community Colleges Budget and Accounting Manual . This manual , according to Section 84030 of the State of California Education Code, is to be followed by all California community college districts. Revenue is recorded on a modified accrual basis. District taxes are considered revenue in the year collections are made and therefore are fully reserved. Expenditures are recorded according to receipt of goods and services on an accrual basis. Differences between estimated and actual accounts receivable and payable, as of the beginning of the year, are reflected as adjustments to fund balance. The District' s outside auditing firm is currently Deloitte Haskins & Sells Company, Oakland, California. The audited report for Fiscal Year 1983-84 was received in November 1984. Revenue Limitations Since 1973-74, California school districts (including community college districts) have operated under general purpose property tax revenue limitations established in legislation adopted in 1972. This legislation mandates annual general purpose tax rates to be applied to a district' s assessed valuation to be derived from a formula which takes into account a number of factors, including adjustments for inflation, limited mandatory contributions to the Teachers ' Retirement System, basic State aid, State equalization aid, changes in average daily attendance, and prior years' tax collections. The tax required to raise the general purpose moneys is the District' s maximum general purpose tax rate. In Fiscal Year 1984-85, the revenue limit per unit of average daily attendance was $2,177. For the 1985-86 Fiscal Year, the revenue limit per unit of average daily attendance is estimated to be $2,295; however, due to the passage of Article XIIIA of the California Constitution, the District will be receiving its proportion of property taxes through the distribution of the $1 per $100 of full cash value collected by the County. It is estimated by the District that secured property tax revenue will at least equal $14.0 million in Fiscal Year 1985-86. oso7a 13 CONTRA COSTA COMMUNITY COLLEGE DISTRICT STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND EQUITY GENERAL FUND - FISCAL YEARS 1983-1984 and 1984-1985 Audited Actual 1985-86 1983-84 1984-85 General General General Fund Fund Fund(1 ) Budget Beginning Fund Balance $ 3,228,336 $ 4,366,246 $ 3,519,027 Revenue: Federal $ 709,679 $ 985,321 $ 1 ,170,532 State 28,030,268 28,650,588 33,563,653 Local , Including District Property Taxes 14,061 ,353 18,317;912 18,652,156 County 77,094 71 ,470 --- Other Sources 596,421 495,126 845,399 Total Revenue $43,474,815 $48,520,417 $54,231 ,740 Total Beginning Balance & and Revenue $46,703,151 $52,886,663 $57,750,767 Expenditures: Certificated Salaries $21 ,696,632 $24,556,621 $25,952,272 Classified Salaries. 7,485,522 9,013,737 10,435,728 Employee Benefits 4,913,502 5,433,476 5,790,028 Books, Supplies & Equipment Replacement 1 ,891 ,352 1 ,803,677 2.,053,087 Contracted Services & Other Operating Expenses 4,849,204 5,440,102 6,407,135 Sites, Buildings, Books & Media & New Equipment (Capital Outlay) 799,601 1 ,265,530 1 ,762, 163 Other Outgo 88,416 1 ,854,493 1 ,564,467 Reserve for Contingencies -- -- 1 ,225,129(3) Total Expenditures and Other Outgo $41 ,724,229 $49,367,636 $55,190,009 Other Financing Uses 312,071 -- -- Net Ending Fund Balance $ 4,666,851 (2) $ 3,519,027 $ 2,560,758 (1 ) Unaudited (2) The difference between the 1983-84 ending fund balance and the 1984-85 beginning fund balance is due a reclassification of funds in accordance with the new California Community College Budget and Accounting Manual which were effective July 1 , 1984. The reclassification shifted the accounting for related capital projects from the General Fund to the new Capital Projects Fund. This reclassification amounted to $300,605. (3) Unexpended funds in this account at the end of the fiscal year, June 30, become part of the net ending balance for the year. oao7o 14 �II I Short Term Borrowing Currently the District has $6,000,000 outstanding tax and revenue anticipation notes due September 30, 1985. Recently the District has covered general fund cash shortfalls by use of a Receivables Credit _ granted by the County against the District's uncollected property tax levy which for the fiscal year 1985-86 is estimated to exceed $14 million. Under the County' s alternative taxing method, the accounts of all political subdivisions, including community college districts, which levy taxes on the County rolls are credited with 100% of their respective tax levies regardless of actual payments and delinquencies. See "Tax Levies and Delinquencies" on page 10. Financial Statements of the District Audited financial statements of the District have been prepared by Deloitte Haskins & Sells, Oakland, California, independent certified public accountants. Deloitte, Haskins & Sells has not audited any financial statements for any period subsequent to June 30, 1984. Copies of the audited financial statements of the District for the fiscal year ended June 30, 1984 are available upon request to Bank of America, Public Finance Department #3295, 555 California Street, 9th Floor, San Francisco, California, 94104. Cash Flow The District has prepared the accompanying monthly cash flow statements covering the past fiscal year, the projected 1985-86 fiscal year and the first three months of the 1986-87 fiscal year. The projected 1985-86 cash flow takes into consideration the issuance of the Notes. Without it, a cash flow deficit of $3,084,500 occurs in November 1985 with total expenditures for the next thirty days of approximately $4,572,052 to equal a cumulative cash flow deficit (as defined in IRS Regulations Section 1 .103-14(c)) of $7,656,552. The anticipated deficit occurs due to the daily timing of expenditures occurring prior to the receipt of revenues for the month. The projections are based on the District' s adopted budget. 0307c 15 N rM CO Oto OO 1 d OBD r w0 l00 00 00 N MrdkD OCha I N COw C2 Q Cn 00 M e D M C n r a o 0 0 0 0 -i O h r d a ll - C, %a r:Naov" n aNNa0 e.i O+ w N Ln CD h h hM ON 00 Ln M N M tDd M d NrN 00 tD h CD r 00 M N �D 01 M M M 40V M CA a00w MMMM.-O 1 M N h MdOhCnOM h O�pMrrO I M N N ...01 CD Cn CD h 0p Op N M� h M CD 0 ld* O� O 00 T CryN CO M CD N N M d M O M r d O M cc CD CD w wdOfT d�D CDOOO1p O� O O C n 0 O h O W N M d O h 0 0 a n h d d 00 CnOr co 00ddh�D N d M 00 w N CO r h M N Cn - N r N O� M r M O% N M d► N M M N M M M M H� O% CD 40 MCnN hin O d �D aw %n r 0 Ln 0 0 0 Ln O\Ln N N O O O O �f..lix N *. 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"W cc h40 r u1 d00 O0 u) O tD d O O O cc W 4Y�] CL of 00 kO.-N— w 1.-0 to C eh r` N a� M a O, d N Tr r` ria -M, v► Irl W t0 (�co J!! d 0 00 cc W Ln O 0 h O O O O a,O O G i N O O O O J I0 0 0 h Mm O MCD 0 0 0 0 0 0 0 d O O �j U) d r O!r l M N O O O C r, h O i O O (►00 ax M ON 00 u)h 0 0 t D go LO O M O O Y rU h h u1 h h T d 00 00 u)N a% h O O Fcx h d h of u) M w r Ln r u) Ln 00 00 r~3 7 O xM N d M d M N N S L va Aj Qty h oh00000 C3 Ln o00o00CD1* Id* 0000 r� 1- 00 o m h O o 0 o h O O O O d O O d o o E tn0 h hm h o0oor et o C C>> o h ao ID o o ID h M as o o A W 01r,u) M d 00 00 of tD h O O %D Q = d h 00 t0 r Ln r u) h 00 00 N 00 (Y J cz 0)CA Q coof iA N N M d M N N 4j r C LIJ 4^ VIt d11 b? d! 6T O E3O W LL z 2 O W d M LDko t �+ L C.0 0 0 0 0 0 0 0 0 O O O O h O O h r'o O O O 0) O0 OtDhOOCO,OM OOOOMCD,C3 eh 00 O O C� d — Id:O i d C 0 Ci C 00 00 h O O O E L f ch 00 0 0 0 00 0n d ON o o a) a.t a.)1 C N tD �O W u7 d dLA tD r O O 0) N d h d �O r r u) a0 a0 >> 0) 0) L }+ L N tD N M M d 1n N N 4)r 0) 0) ar► at► -b"► 4A. tr► eO► 4A a) I C >,U0 mec o to 10 904-- >.4.+ 0% U ra M•.• O N ti.- U G L N 7 C N tt- •r Ocu +� 0Ettn a) 4-C�� E it (L) C L O 0) to o — U 0) O r t0 O r 4- b CL z t0 a1 s.1 O•r 0)r X 3 C t0 L - ao +� C Cl W to IA C N•� 0)O C C C b C V �d0' ' to 7 yr+, c at0lroro c 4••1 N C O 0) 0) CL L tL r- (D•O = W 0) C d d 0) d.- L to U A J3 b L 0) O v E a) E 7 A E+1 a) L c %.) m 1-41 U i ao C _o CL td .t o t0 41 v Q U C U d L Y J d r L•tQ N t0 L T E A J N C O C pp�� > d 7 d T C O VI t0 C� = N y1•r Q a)w•�w E a) E Cr a t0 4) m Q 0) 0)W b C 41 to Ol X 41 O C OS WW O r E 0 0 •O U 7 U Um to 2 t0 r t tL U M +•1 O 9.4.) t N C C N Q c O 0)L S f- b O 41 C •O r ad 06 ad O Ol b r N O 3 b Al a) IO 10 L) f, to U CL t0 M 0r t0 N) O+1 CL VI b A C Ii r C U 1 r a N Q �O CL 41 LOJ f- tA Ln Ln 30) Lu L) d t0 0) C ct0 " >,(Da tJ alJQf/Ir 0)N O Z w N W—O(X 0) O >41 m E A M.0 roav•- L to 4- 1- W .r U t04.F- M 0) C to 0)r V' 0) L 0) L L N to E L r•r a-1 L N L,) C Q' 0) 014 1 N t0 L•r•'mr 10 2 CL W y1 0) N C C W b CL>•� 0) C C + C CLL M r N J r U r 1-t W oz M=10 A t0 N r CL L G L t0 1C Zi 7 3 t0 to 0) C 0) 2 O L L 4J J61 0) L L C b z 0) b++ L L C C f0 C 0)C rn 1.7 U W S H= 2 za0(A L&I.- O N(A LA u C) W b CS C U V1 C O H W m 0) •r -G•; n W W M b C0)Im C C N n 7 w e n Go C O 1-- m W v .. v .. v v 0 CONTRA COSTA COMMUNITY COLLEGE DISTRICT GENERAL FUND CASH FLOW (PROJECTED) THREE MONTHS ENDING SEPTEMBER 30, 1986 July, 1986 August, 1986 September, 1986 Beginning Cash Balance $2,698,402 $1 ,033,837 $1 ,005,272 Revenue Property Taxes $ 00 $ 00 $ 00 Other Local Income 160,000 1 ,460,000 600,000 State Apportionment 2,758,435 2,758,435 2,758,435 Other State Income 00 395,000 00 Federal Income 00 00 00 Transfers To Other Funds 00 00 00 Total Revenue $2,918,435 $4,613,435 $3,358,435 Disbursements: Salaries & Employee Benefits $3,650,000 $3,650,000 $3,650,000 Supplies & Equipment Replacement 180,000 180,000 180,000 Services and Operational Equipment 586,000 586,000 586,000 Capital Outlay 158,000 158,000 158,000 Other Outgo 9,000 9,000 9,000 Transfers to Other Funds 00 59,000 948,000 Total Disbursements $4,583,000 $4,642,000 $5,531 ,000 Ending Cash Balance $1 ,033,837 $1 ,005,272 ($,1 ,167,293) oso7o 20 Retirement System The District participates in the State of California Teachers ' Retirement System (STRS) . This plan covers substantially all of the District' s non-student full-time certificated employees. The District's contribution to STRS for Fiscal Year 1984-85 amounted to $1 ,539,603 and in Fiscal Year -1985-86 is estimated at $1 ,612,279. The District also participates in the State of California Public Employees' Retirement System (PERS) . This plan covers all non-student classified personnel who are employed four or more hours per day. The District' s contribution to PERS for Fiscal Year 1984-85 was $846,857 and for Fiscal Year 1985-86 will be $916,254. Both systems are operated on a statewide basis. Financial Statements The District's General Fund finances the legally authorized activities of the District not provided for in other restricted funds. General Fund revenues are derived from such sources as taxes, use of money and property, aid from other governmental agencies, and charges for current services. An audited Balance Sheet and Statement of Revenues, Expenditures and changes in Fund Equity for the District for the fiscal year ending June 30, 1984 are attached as Appendix A. General Information Contra Costa Community College District currently operates three college campuses in Contra Costa County. The largest campus is the Diablo Valley College Campus in Pleasant Hill with slightly over one-half of the total student body. The District' s two other campuses are located in San Pablo and Pittsburgh. Average daily attendance figures are shown in the table following. The District is governed by a five member Board of Trustees elected to four-year terms. The District employs 424 full-time teaching faculty, 56 administrators and 375 classified employees. The certificated employees are represented by the United Faculty of the Contra Costa Community College District (UFO) , while classified employees are represented by the Public Employee Union Local No. 1 (Local 1 ) . The District has never experienced a strike or work slowdown. 03070 21 CONTRA COSTA COMMUNITY COLLEGE DISTRICT AVERAGE DAILY ATTENDANCE " Diablo Valley Contra Costa Los Medanos Total Fiscal Year College College College District" 1979-80 10,354 4,952 3,094 18,400 1980-81 10,397 5,114 3,301 19,326 1981-82 10,609 5, 141 3,650 19,677 1982-83 10,621 5,090 3,620 19,331 1983-84 9,705 4,018 3,329 17,052 1984-85 10,473 4,495 3,689 18,657 1985-86(2) 10,615 4,557 3,740 18,912 (2) Estimated. 03070 22 Le at % AI in m m N 00 SONO 000000000�Dv NN n 0 qp O co N 0 0 0 0 0 0 0 0 0 0 0 0 01 0 0% N O O 1 f f 0 0 0 0 0 O O O O O O O O h 1 g 0 0\0 0 1 d 00 O 0 . . . . . . . . . . . . . Y OOMh.O HfOwr OI[fMh.Q1 01h. r NN c OM10r a•MN Or Ln�DOr 010 O 000 3 CDW3r q 01001r1�h�� N000 r h1O O • • • b NMw fd 07 V;a7 N%O O H7 M 0, ,a hM N0, Y X0 LnM Y 0� r%0 IW rr Nr rrr C-4 Rd. L•r 01 d h •d N S b a b U V► ti M VIP 0 0! IM F- C NOO 0000000000 cu aQ m 0 M N L9)0 00 0 0 0 0 0 0 0 0 r t 3 L g a Q a Q I 1 d 'W u 0�fp a0 O O O O O 0 0 0 0 0 0 r H r OO r N I C H O L • • • • • • • 3 to fd M r I O C U 01 M O d 0 0 0 0 0 00 0 Co 0 0 W U> C L %M O 0. 0M 09 R•O 0 0 0 0 0 0 0 0 0 0 O Orr O C W r rr r r r r r r r r C N Z Y b r O m ISui LOA 41 fn U J d Y . . . . . . . . . I C N J d .4• r C CD llx y0,• In Y A W MO .. L . . . . . C Y b 110M'A LCLOI 4J 41 a) x U ui •Uv .� o • . . . W 0 o Y u Q W c C N .p L .O0 2 C Hcz p A .OY O . . . .W Y r a cu M NMV N fd•� •O LI O r C C 3 .O O Y 3 Y C OI Y • p Z. W b O b r fn .O O OI W a r L •m N 2 •.O X Y 0! > N Q W L •Y Li.0 O • • � O 0 Y fd b 3 Y 0e H Y rd o r :i7 Y c to O.o Y d c L cn F-Q •• •YY VI 01r Y •Z•: O 0! 0 N zE HO _V H•�- •r b� 3 air.00 010 Y U > fd Y Oh•I m O •r L cQ H • • •d- 2 0 U b UF- W L O •D.01 3 Y • • •d Y CIH IM 0! Y L Y LA O cYY •O Cu.r N C0_ do E C r N 'W 3 U V1 0i O 0 b••- J •r 0. d•� a a (U r 0L • .-- 010 •DC7 rY L M < • ro d 0 IM 3 r • La L O 0 L a C 1d•r Y W b L J r d r Y 0)32 co li fd • OrY r V L • 3C L a!n �>naW 01r ; to 30 Ol' d • b h a r N O W L 0! to•.- ••• C O Y • L•�Y O U O C OO !n Cid? > L 0•r 0r L_ 00 V t0co a)0U'O •r V 01= •"oO 'CY > O 1 ao c r arv, MCC) fnczc (A > alna, �, Ein c I 0 Y•r •r• 0 H L O 9 i N Y O Q 3 1 0 L O L 0 OG r 00 3 C7YYf� Y W N,C by CIC E4-Z C Y •• O� f 00 NO•r•rY u C Y by u.► rQ b" • Of -0 0 0 r O� 0. �C C C•�••- 0110r LYU >>07 C • Cln C O 3 to • Y M- 3=- S-0 C U 0 C S-Y C W b N H •Y b 00 co E C C v C L b E M Y b Y fn w=w U U Y ON 0) O C r 3 1- d E >�UY In 10 'o U N 0 a E M L W 07 Y V r X Y > L 01 OCO •r OQ% fd•� C 9 L C•- •.-O NOY 01 OC LU0, 3 cc :3 a) ;..a O 7 L,M VUr WO -LbbO (/1 0=" 0) 3 -0 -I-0 • Lc01 4- r -- r O Y C r 01N fOYO •O Lr 01r 10 O N r fd b d C b M--= V N N b L fd VI N W O b M 0 `0 to•r fd r > Y td 3 Y> Mo 0 C W•- m In o I- Y v,o> >,o, VI Y a Y a fd C0 InCEIn CO& O•�OcYUQM W .00 0L3fdvM U .L O O O C O L OL U Y O to 01 C7 •• z 01 0 Y t L b 3 0 E 7 IM O , H•r U fd >>U O r V r•�3 a Y N O L 0 N O a r r•�•r A Y 0i b Y N 4.4-U fd Y H U J fn J C7 z b 4. C V L Y U r Y Ur H LQm Q L U L O o L&YY LF-J I-- CJrrU O]nW>W W 0a U O r 3 Y Y Y 3 fL >1 T(U d•� C 0)u7 O O 0 b b r a C >.N C C'ot Y Y L 0 C Mm r I— H L Y Y r .•.� .-..-� ••- 3 0 30 O b /d O fd W Y•r•r Y O b O Y ON •r O Ow 3 rNM h O Wd UmWUN ODUOSNf UO•^ OH-HW --••----- - N O THE DISTRICT The Contra Costa Community College District was established as a separate district and began operating in 1949. Boundaries of the District are continguous with the boundaries of the County of Contra Costa, excluding the Amador Valley Joint Union High and Livermore Joint Union High School District. In total the District covers about 686 square miles and has an estimated population of 682,000. The District presently operates three community colleges: Diablo Valley College in Pleasant Hill , Contra Costa College in San Pablo and Los Medanos College in Pittsburg. The Administrative offices of the District are located in Martinez. Each college has a president and deans of services and instruction and their assistants. All colleges are accredited two-year colleges offering wide ranges of study including vocational and technical education. The major population centers in the District include Concord with an estimated population of 105,194, Richmond 76,879 and Walnut Creek 58,104. Shown below are population estimates for the District, major cities, and county. POPULATION OF DISTRICT MAJOR CITIES AND COUNTY Contra City of City of City of Costa Year District Concord Richmond Walnut Creek County 1985 682,000 105, 194 76,879 58,104 703,405 1984 672,000 105,000 76,900 57,300 693,700,: 1983 660,000 103,664 76,011 56,215 681 ,500. 1980 645,OOO 103,251 74,676 53,643 657,2525 1970 538,000 85,164 79,043 39,844 558,389 1960 390,000 36,208 71 ,548 9,903 409,030 Source: U.S. Census for 1960, 1970, and 1980 - all other totals are. State Department of •Finance estimates. All figures for District are estimated. Since the Community College District includes almost all of -Contra Costa County the following County information is presented. oso7o 24 c-- ro >, +- L y r ro C •r•y >r O _ _ U� r L1Dm 00 00 00000 OO M 0O K7 CL C"IS O t" %D 00O O O O Ln m O�O KI N WkD cr�D�D 1� N �D e•'f.•- NCD 00 1�1�kD KI KI N�� � !+f r•��ry cc y ro L 10 CI rn n W y •r y N U N to u W y .r 01 y Li.1y L� > U r U ro U u to L O y 3 •+� +•I •.3y d37dro J U 'o i 3 A VI O VI'O•O VI O CL 3 00) Oi4J0n 01000l�o f s- . .4- N U L 01 L L L L L W O n L C 3 CL to n n 0! L. O•-' _U - -C CD a vl 04- 0E0 0E E (A O •Lr 4- 0) L 3 C Cr 3 Z-- Ln 0) 0! 0ro LnW0 OroNdJro 0 0 o U L U r L •j L U U '2 O C ro•� r 0 O y +•I+` O O•r y ax yClna yvla,yc 01 yyalro F-F- d•� O)L Ol 3y 01 7 rt 67 Nt i N dWCYU CN VI CLS Wummu L ow U= p pM 40J, .� U 3 to KI y r rd u W O41 ea CO-1 rr u a1 y .H t x L � o a1 a u 3 H J •�� U O Uy L.CIN L :�� • N O C� Cc C y3dl� •O3 CL 0) KI O LOO L 41 ro (Lim c L. Lm -0U U N z o�EE o 3 43C f- 0 oEo c r+ u t u C 41 u u y a a) ro U C U U C r C C O y L C C y 0 10 U y C D: O•r•r O to to L ro o O > o C p oeU u 3 v1 uuazu uo_Q=tea 1. n � u ro L 3 n ro IL E �,o ni . b VI c c E a L C o id • o :a ouU- O N A C O •y •4. 1 •r C ro •> •U ro Aro •N '-r U i+ > Id 0-j L C 3 C+I •r ro•� 4- E to 0-.r- 0/ O ad ro ro N •O ro U4- O G L •O F++ -CN•r •x n L •U-r•r O L C O y rn E vi d! U �c W n OI U O O•- -3 C N e�} O c C r •4- ro C L C 1 y01�•.- •UO Cro OL O, co O >>•r L r y V U•�+� U01 ro r n O U n U m u %- mcc3r- S- W 0)rro O•- Lr ro d C L U L� royY > C 0)G 0/ I E O•� L C Cc3ro•'• oOc 0L L. >.Ly3 Cd!(JO 01ro •• O o W Er L ro d ro ov1 os 4- m L(&- U 0 01 nd IL Oxw 34. rr LU O C4- 0 U O > 0) U 01 L X yU 0 7••- i n 0/D=Q D:u W 4-r H d/ > N 3 (A•r ro 3 3 O MM=;= M AOOc++ O O m U 4A U VI 2 V1 O F- (A J N 0 COUNTY OF CONTRA COSTA LABOR MARKET SURVEY (in thousands) 1977 1978" ) 1979" ) 1980" ) 1981 '" Mining and construction. . . . . . . . . . . . . . 11 .0 12.5 13.8 14.1 13.4 Manufacturing. . . . . . . . . . . . . . . . . . . . . . . . 26.5 26.4 27.5 27. 1 28.4 Chemicals. . . . . . . . . . . . . . . . . . . . . . . 4.1 3.9 3.9 3.6 3.8 Petroleum. . . . . . . . . . . . . . . . . . . . . . . 5.0 5.0 5.3 5.4 6.9 Other nondurables. . . . . . :. . . . . . . . 6.2 6.0 5.9 5.8 5.7 Durable goods. . . . . . . . . . . . . . . . . . . 11 .2 11 .5 12.4 12.3 12.0 Transportation and public utilities. . 9.7 10.4 10.9 11 .8 12.0 Wholesale trade. . . . . . . . . . . . . . . . . . . . . . 7. 1 7.6 7.9 8.7 8.9 Retail trade. . . . . . . . . . . . . . . . . . . . . . . . . 38.5 42.0 43.8 44. 1 45.2 Finance, insurance and real estate. . . 8.7 10.2 11 .5 11 .9 12.9 Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.3 36.6 38.3 40.0 42.0 Business services. . . . . . . . . . . . . . . 6.1 7.0 7.9 8.4 8.8 Health services. . . . . . . . . . . . . . . 9.6 10.2 11 .0 11 .4 11 .9 Other services. . . . . . . . . . . . . . . . . . 16.6 19.4 19.4 20.2 21 .3 Government. . . . . . . . . . . . . . . . . . . . . . . . . . . 40.5 40.4 38.9 39.7 39.0 Agriculture. . . . . . . . . . . . . . . . . . . . . . . . . . 2.0 1 .9 1 .8 1 .7 1 .7 Total . . . . . . . . . . . . . . . . . . . . . . 176.3 186.8 194.3 199.0 203.5 Total does not add due to independent rounding. `2 ' Last year data available by County basis. For 1982, 1983 and 1984 data by job categories not available from State Department of Employment Development. County now included as part of five San Francisco Bay Area Counties group only. Source: State Department of Employment Development. BUILDING AND ECONOMIC OUTLOOK FOR 1985 AND BEYOND A favorable factor in the economic outlook for Contra Costa County for 1985 and future years is the many major commercial and industrial building projects taking shape along Interstates 680 and 80 running through the County and in the Cities of Walnut Creek, Concord and San Ramon. The increase in office space in Contra Costa County has been substantial . Non-residential valuation of building permits (primarily commercial office buildings) totaled over $445 million in 1984 versus $362 million in 1983, $218 million in 1982 and $206 million in 1981 . 03070 26 For the last few years, office construction and leasing has been the much-publicized center of the County' s economy. It is estimated that over 5 million square feet of office space alone will be constructed in Bishop Ranch,- during the next seven years. Slated for completion in 1995, Bishop Ranch, a 585-acre business park, anticipates to be the workplace for 20,000 people. With 2 million square feet currently under construction, Bishop Ranch i's already sizable. Major tenants in International Harvester, Union Carbide, Western Electric, Davy McKee, Equifax and Northern Telecom, Chevron, Pacific. Bell and Beckman Instruments are among the larger owner/users. The County' s excellent labor force and lower land and leasing costs than nearby metropolitan areas should continue to make the County an attractive area for new construction. The Bank of America' s computer, data processing and office complex in Concord' s downtown redevelopment area is scheduled to open in September 1985, ,and employ 3,500. In addition, completion in 1985 of several large office complexes in the Central and South County should play a significant role in expanding employment opportunities in Contra Costa County. Expansion of office employment should create a need for more retail and service businesses in the County. Also, the Bay Area, including Contra Costa County and the Port of Richmond, are in excellent position to increase shipping and cargo handling because of continued growth in Pacific Basin trade. Other kinds of "mixed use development" includes planned the Ellinwood project in Pleasant Hili , the site of housing, offices and restaurant construction; the Town Centre Complex in Walnut Creek, a planned housing, hotel , shopping and office complex; and Hilltop in Richmond where housing; light industry, offices and service businesses are part of a master plan for the future. Environmental Control Services Water Supply: The East Bay Municipal Utilities District (EBMUD) and the Contra Costa County Water District supply residents with water. EBMUD, the second largest retail water distributor west of the Mississippi , supplies water to the western part of the County. Ninety-five percent of its supply is the Mokelumne River stored at the 68 billion gallon capacity Pardee Dam. The District is entitled to 325 million gallons per day under a contract with the State Water Resources Control Board, plus an additional 325 million gallons per day under a contract with the U.S. Water and Power Resources Service (formerly the U.S. Bureau of Reclamation). The District does not plan to draw on its federal entitlement for the foreseeable future. Currently the District' s water supply is sufficient. 03070 27 The Contra Costa County .Water District obtains its water from the Sacramento-San Joaquin Delta. It is entitled under a contract with the U.S. Water and Power Resources Service to 195,000 acre-feet per year. Water sold has ranged between 80,000 and 110,000 acre-feet annually. In addition, a number of industrial users and several municipalities draw water directly from the San Joaquin River under their own riparian rights, so that actual water usage in the service area averages about 125,000 acre-feet annually. The District states its water supply is sufficient for the foreseeable future and has no plans to bring in additional supplies. Sewerage: Sewer services for the County are provided by approximately 20 sanitation districts and municipalities. Federal and State environmental requirements plus grant money available from these two sources have resulted in about 14 agencies upgrading, expanding and/or building new facilities. Flood Control : The Contra Costa County Flood Control District has been in operation since 1951 to plan, build, and operate flood control projects in unincorporated areas of the County except for the Delta area on its eastern border. The Delta is interspersed with inland waterways which fall under the jurisdiction of the U.S. Corps of Engineers and the State Department of Water Resources. The District has one major project under construction--a $25,000,000 project in the vicinity of Concord. The District' s portion of the cost is $1 ,850,000; the rest is provided by the Corps of Engineers, the project builder. The County has experienced no major flooding in urbanized areas since October 1962. Population Population in Contra Costa County reflects the County' s growth as a manufacturing center in the early 1900' s and as a light manufacturing and suburban center beginning in the 1950' s. Population rose almost 200 percent in the 1940' s, due mostly to wartime industry in the City of Richmond. During the 50' s and 60's population increased 37 percent each decade. The 1970' s had a slower growth rate of about 17 percent. The following table shows a 45 year history of the County' s population growth. Population centers in Contra Costa County first developed in the coastal cities of Richmond, Martinez, Pittsburg, and Antioch. Heavy manufacturing provided the major impetus for population growth. Three other unincorporated towns, Lafayette, Orinda and Moraga, became prime. residential areas when access to Oakland and San Francisco was improved by the opening of the Caldecott Tunnel in 1937. Three unincorporated areas, Danville, San Ramon, and Orinda became new cities in 1982, 1983 and 1985, respectively. Both Danville and San Ramon are located in the southern part of the County and owe their growth partly to being located along Interstate 680. The cities of Walnut Creek and Concord grew rapidly during the 1960' s and 70's. While both cities have an economic base of light manufacturing, their population growth came about from opening of highways primarily to San Francisco and in the 70' s from the establishment of rapid transit (BART) . 03070 28 .c M N C3 vi- L9 d Ln M10 N Ln h CLN01dm Ln O M o+d o+ooMharaodohCOho 0 0 NrLD rtO NLpdNOL LD 47d 00NOr d O LD . . . . . . . . . . . . . . . . . . . m r.Ln d Ln h M<lDNhdda0hr{D CO le M co O L d O N N M N N r r M N h N N t n 44 O W r r h O O N T d Ln r I r M O N d M d d LO O I M N N Ln MNLD I MLphCOr Hf MNhtn I dm 1D LO d M N h O L O t D O N O r h L O N L D O H .7 . . . . . . . . . . . . . . . . CO MddM Nw CD Ln dmw m M qp CO O d O N N N r r M N h r Ln Ln L O r r �p Lp M N N r LDNOM 1 CD 00 N CO h h CO LD LV I d OL O 10 ro N r L 0 0 h I L n N N O r M d ON N a% I M en N O O L •r 7 &n NL,O h L 0 01 r L p h d M M M r M O W O r u N h 0! 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L U G tr u.&J r N N VI >�• ro VI tl N u Y O IdCL L L 41 VI r C (a_ �1 4-) >> c ro > N•- L O •41 •r ro O ro 3 4-J O O ru 4J ON - LV1a Nu In VIG C 4J CL O r 3 > ro C (A•r r VI N a'> (A N a ro • O ro O +•1 'O to 7 C 01 L in ro O•� N L tD)C E a r c U i 1..1 +••/ C O 3 N a1 ro .•. U • N • O C ro (A C O r ro ro u rod U O i ro N Vl d C N C �1+- r -ro ro vt Vt r N O > ro L W +1 N -r N M L td •a VI 1n Y N ro Vr y � L 41 Q c m 4.3 M N N >. ro L C N C OI•r - C t0 V. N N N ro wa r ===M - >.... Li to s- L.- CL • 00L C t1 r r L N u ro N r 4.1 N I-- N +J Q N N L O O L- N • a N +-1 ro K r L 4.1 a- C CA L. C L U i./ 3 a L L Vf 4.1 r r a 3 4j ro UD Ol ta- ro NA Madoo Nro OL V1NtT VI ro41ro -ro to c O O N •, 1'- L ro 3 O L L u O t--M N tJ N N•.•'O•� E C+•1 N N a+ ro H v1 to N X O 0 H O ro U2 I- VI E >tS- C C NCA-'0 O L U 1 to L t CL41=E ro ^ Aj O ro L IM t- Vt N co �L U L C u N t0- C rr...1 N 3 c N� d Vl s x L O L+ 3 0 N C •c u C • L N ro ro N 01 V14-• r U 0 C N 4-1 td N U- S U a ro F••.- L V1 N L. L•r• ro C a O.•.- E td C 0 F- u O co ON r-- n L NY 4•1 ro N UM-W:; Q)r EO r S- > r yJ r. VI N%D O a C U1 G c N o u r L 41 G (n 7 O 00% c N i 0%M r ro N G N G O to to O 3 N 3 3 r O e7 U �1r 3 L ro—r Sa3 QL7 V1 U-0.W COxHQ m Q V) 0 Construction Activity The value of building permits issued in Contra Costa County totaled more than $850 million in 1984, a significant increase from prior years. The fastest growing component has been nonresidential construction which totaled $445 million in 1984. Of that total , commercial , valuation accounted for the major part reflecting a rapid increase in construction of office space as major companies are expanding facilities or relocating offices to Contra Costa County. Residential building permits totaled $408.5 million in 1984. Single family permits have typically comprised 65-75 percent or more of new dwelling units authorized. Over the five year period (1980-1984) permits have been issued for 18,811 single family homes and 6,447 multiple family dwelling units having a total valuation of $1 ,597,137,000. Approximately one-third to one-half of the single family permits were issued in the unincorporated areas of the County. The following table provides a summary of building permit valuations and number of new dwelling units authorized in the County since 1980. COUNTY OF CONTRA COSTA BUILDING PERMIT VALUATIONS 1980 1981 1982 1983 1984 Valuation (in thousands) Residential . . . . . . . . . . . . $306,175 $227,924 $201 ,256 $432,288 $408,062 Nonresidential . . . . . . . . . 158,804 205,905 218,496 362,940 445,002 Total . . . . . . . . . . . . . $464,979 $433,829 $419,752 $795,228 $853,064 New Dwelling Units: Single family. . . . . . . . . . 4,566 2,523 1 ,930 4,588 4,162 Multiple family. . . . . . . . 854 585 858 1 ,968 2,255 Total . . . . . . . . . . . . . 5,420 3,108 2,788 6,556 6,417 Source: "California Construction Trends," Security Pacific National Bank. Transportation Availability of a broad transportation network has been one of the major factors in the County' s economic and population growth. Road transportation on Interstate 80 connects the western county to San Francisco, Sacramento and points north to Interstate 5, the major north-south highway from Mexico to Canada. Interstate 680 connects the central county communities to the rest of the Bay Area via State Routes 4 and 24, major east-west arteries. oso7o 31 • AC Transit, a daily commuter bus service based in Oakland, connects Contra Costa communities to San Francisco and Oakland. Central Contra Costa Transit Authority (CCCTA) was formed in 1981 to provide local bus service to the central area of the County. CCCTA is currently providing service in Walnut Creek, Pleasant Hill and Concord and other central County areas. Since, 1974 Bay Area Rapid Transit System (BART) with two main lines, one to Richmond and the other to the Concord/Walnut Creek area, connects the County to Alameda County, San Francisco and Daly City in San Mateo County. Other bus and rail passenger service is provided by Greyhound, Trailways Bus, and Amtrak. The Santa Fe and Southern Pacific Railroads' mainlines service Contra Costa County, both in the industrial coastal areas and the inland farm section. The port of Richmond on San Pablo Bay and several privately owned industrial docks on both San Pablo and Suisun Bays serve the heavy industry located in the area. The Port of Richmond, owned and operated by the City, now covers 202 acres. The Port handled 1 ,011 ,289 short tons in 1983, down slightly from 1 ,189,032 in 1980. The majority of the shipments are bulk liquid with the remainder being scrap metal and autos. Private terminals near Richmond handled 15,424,073 short tons in 1983. The largest shipper accounting for most of this tonnage is Chevron. In August 1983 the U.S. Congress approved a $44 million bill to deepen the Port of Richmond's inner harbor and extend two turning basins. Major scheduled airline passenger and freight transportation for County residents is available at either Oakland or San Francisco International Airports, located about 20 and 30 miles, respectively, from the County. In addition there are two general aviation fields, one at Antioch and the other at Concord. Agriculture Agriculture is concentrated in the eastern half of the County. Major individual products in terms of 1984 dollar value are: milk ($7.37 million) , tomatoes ($7.37 million) , bedding plants ($5.80 million) , cattle and calves ($5.66 million) , cut roses ($5.20 million), field corn ($2.90 million) and asparagus ($2.90 million) . oso7o 32 00 0 0 01 N O�OOON 0 SMC, O d 0%to 01 co kC r.to 00 OM h00 u9 qt O� MIlina0 O a0 al L r L A.1 (4o0o^hko d41 C 0 cd Cd 0 GO C+J a)41 a) L L 0) C 441 Y 7 C r c w 30L 7r•r q� G• 0(6- 0 �+ O A r ^ C E U cc 4- C UW— do— 41 —t.. . 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O Q) �!+1 N •r•'•d U C•r.r L y a) O C U L r C U U •r r a0 0) C L ro A A O U.o to O 7 > •• m0% 0) C U a! d7 C IA. a)r C 1-1 i 1.1 ro y1 D at 61 3r r L 10 >+1L L L N a)•r 0) N V 41 4-1 0 0 CC V a O 1.-• to () A O a) 1^11 Y U O VI 0)r (V-S 0) L L O r r 41 >r3 > O C n L > d 01 > CL o L r r VI m•r •e- 1.1•'- d O 0•r r al i t •- O U ro O C L N C ro L rn Z-j U. .. H VI =L) to OL•rM ro E41 o 1. CC COMMUNITY COLLEGE DIST RES 85/603 j 2 . TAX & REVENUE ANTICIPATION NOTES FY 1985-86