HomeMy WebLinkAboutMINUTES - 11142000 - C199 RESOLUTION OF THE BOARD OF SUPERVISORS
CONTRA COSTA COUNTY, CALIFORNIA.
RESOLUTION NO. 2000 514
RESOLUTION OF THE BOARD OF SUPERVISORS OF CONTRA COSTA
COUNTY AUTHORIZING THE ISSUANCE AND SALE OF TAX AND
REVENUE ANTICIPATION NOTES IN THE NAME OF THE SAN RAMON
VALLEY UNIFIED SCHOOL DISTRICT FOR FISCAL YEAR 2000/2001 IN
THE PRINCIPAL AMOUNT OF NOT TO EXCEED $16,500,000 AND
AUTHORIZING PROCEEDINGS RELATING TO THE ISSUANCE AND SALE
OF SUCH NOTES
On motion of Supervisor -UILKEMA duly seconded and carried, the following
resolution was adopted:
RESOLVED, by the Board of Supervisors of Contra Costa County, California, as
follows:
WHEREAS, pursuant to Article 7.6 (commencing with Section 53850) of Chapter 4 of
Part 1 of Division 2 of Title 5 of the California Government Code (the "Law"), a school district
organized and existing under the laws of the State of California is authorized to borrow money
by the issuance of temporary notes, the proceeds of which may be used and expended for any
purpose for which such school district is authorized to spend moneys;and
WHEREAS, pursuant to the Law, such notes are required to be issued in the name of
such school district by the board of supervisors of the county, the county superintendent of
which has jurisdiction over such school district, as soon as possible following receipt of a
resolution of the governing board of such school district requesting such borrowing;and
WHEREAS, the Board of Education of the San Ramon Valley Unified School District
(the "District") has heretofore adopted its Resolution No.LSIOO-01 on November 7, 2000 (the
"District Resolution)finding and determining that it is desirable that the District borrow funds
in an amount not to exceed $16,500,000 with respect to the fiscal year 2000/2001 for
authorized purposes of the District,and requesting that the Board of Supervisors (the "Board")
of the County of Contra Costa (the "County") for that purpose authorize the sale and issuance
of tax and revenue anticipation notes in the name of the District in the principal amount of not
to exceed $16,500,000 under and pursuant to the provisions of the Law;and
WHEREAS,pursuant to the District Resolution, the Board of Education of the District
has approved the sale of such notes to Altura, Nelson & Co., Incorporated as underwriter (the
"Underwriter"), and has approved the form of an official statement (the "Official Statement")
relating to the offering and sale of such notes for the District;
NOW,THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 1. Recitals True and Correct. All of the recitals herein set forth are true and
correct and the Board so finds and determines.
Section 2. roval ref & uest of Dis 'ct. The Board hereby approves the request of
the District for the Board of Supervisors to issue notes in its name.
Section 3. Authorization an& Terms of-Note . Solely for the payment of current
expenses, capital expenditures and other obligations payable from the general fund of District
during or allocable to fiscal year 2000/2001, and not pursuant to any common plan of
financing,the Board hereby determines to and shall borrow the aggregate principal sum of not
to exceed Sixteen Million Five Hundred Thousand Dollars ($16,500,000) in the name of the
District. Such borrowing shall be by the issuance of temporary notes under the Law, designated
the "San Ramon 'Walley Unified School District (Contra Costa County, California) 2000-2001
Tax and Revenue Anticipation Notes" (the "Notes"). The Notes shall be dated as of their date
of issuance. The Notes shall mature and shall bear interest from their date,payable at maturity
and computed on a 30-day month/360-day year basis, at the rate of interest to be set forth
upon the sale of the Notes pursuant to Section 14 hereof. Both the principal of and interest on
the Notes shall be payable in lawful money of the United States of America, as described
below.
Section 4. Form of Notes, Book-Entry Sys tem. The Notes shall be issued in fully
registered form,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 and figures. The Notes shall be numbered from 1 consecutively
upward,shall be in.the denomination of$5,000 each or any integral multiple thereof.
"CUSIP"identification numbers shall be imprinted on the Notes,but such numbers shall
not constitute a part of the contract evidenced by the Notes and any error or omission with
respect thereto shall not constitute cause for refusal of any purchaser to accept delivery of and
pay for the Notes. In addition, failure on the part of the Board or the District to use such
CUSIP numbers in any notice to registered owners of the Notes shall not constitute an event of
default or any violation of the District's contract with such registered owners and shall not
impair the effectiveness of any such notice.
Except as provided below, the owner of all of the Notes shall be The Depository Trust
Company, New York, New York ("DTC"), and the Notes shall be registered in the name of
Cede & Co., as nominee for DTC. The Notes shall be initially executed and delivered in the
form of a single fully registered Note in the full aggregate principal amount of the Notes. The
Board and the District may treat DTC (or its nominee) as the sole and exclusive owner of the
Notes registered in its name for all purposes of this Resolution, and neither the Board nor the
District shall be affected by any notice to the contrary. Neither the Board nor the District shall
have any responsibility or obligation to any participant of DTC (a "Participant"), any person
claiming a beneficial ownership interest in the Notes under or through DTC or a Participant, or
any other person which is not shown on the register of the Board or the District as being an
owner, with respect to the accuracy or adequacy of any records maintained by DTC or any
Participant or the payment by DTC or any Participant by DTC or any Participant of any
amount in respect of the principal or interest with respect to the Notes. The District shall pay
all principal and interest with respect to the Notes only to DTC,and all such payments shall be
valid and effective to fully satisfy and discharge the District's obligations with respect to the
principal and interest with respect to the Notes to the extent of the sum or sums so paid.
Except under the conditions noted below, no person other than DTC shall receive a Note.
Upon delivery by DTC to the Board of written notice to the effect that DTC has determined to
substitute a new nominee inlace of Cede&Co.,the term"Cede&Co."in this Resolution shall
refer to such new nominee of DTC.
If the Board and the District determine that it is in the best interest of the beneficial
owners that they be able to obtain Notes and deliver a written certificate to DTC to that effect,
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DTC shall notify the Participants of the availability through DTC of Notes. In such event, the
Board shall issue, transfer and exchange Notes as requested by DTC and any other owners in
appropriate amounts. DTC may determine to discontinue providing its services with respect to
the Notes at any time by giving notice to the Board and the District and discharging its
responsibilities with respect thereto under applicable law. Under such circumstances(if there is
no successor securities depository),the Board shall be obligated to deliver Notes as described in
this Resolution. Whenever DTC requests the Board to do so, the Board will cooperate with
DTC in taking appropriate action after reasonable notice to (a) make available one or more
separate Notes evidencing the Notes to any DTC Participant having Notes credited to its DTC
account or (b) arrange for another securities depository to maintain custody of Certificates
evidencing the Notes.
Notwithstanding any other provision of this Resolution to the contrary, so long as any
Note is registered in the name of Cede &Co.,as nominee of DTC, all payments with respect to
the principal and interest with respect to such Note and all notices with respect to such Note
shall be made and given, respectively, to DTC as provided as in the representation letter
delivered on the date of issuance of the Notes.
Section 5. Use of Proceeds. The moneys so borrowed shall be deposited in the Treasury
of the County in a proceeds fund to the credit of the District to be withdrawn, used and
expended by the District for any purpose for which it is authorized to expend funds from the
general fund of the District,including,but not limited to, current expenses, capital expenditures
and the discharge of any obligation or indebtedness of the District.
Moneys in such proceeds fund shall, to the greatest extent possible, be invested by the
Treasurer-Tax Collector of the County (the "Treasurer-Tax Collector"), or such other
appropriate investment officer of the County, directly in investments, or through an investment
agreement,as permitted by the laws of the State of California as now in effect and as hereafter
amended, and in accordance with such procedures and subject to such requirements as the
Treasurer-Tax Collector or such other appropriate investment officer of the County shall
establish.
Section 6. 5=6 . The principal amount of the Notes, together with the interest
thereon, shall be payable from taxes, revenues and other moneys which are received by the
District for the general fund of the District for the fiscal year 2000/2001. As security for the
payment of the principal of and interest on the Notes, the Board, in the name of the District,
hereby pledges the first"unrestricted moneys",as hereinafter defined, (a)in the amount of fifty
percent(50%) of the principal amount of the Notes,such amount to be received by the County
on behalf of the District in the month of May,2001, and (b) in the amount of fifty percent (50%)
of the principal amount of the Notes, plus an amount equal to all interest due on the Notes at
maturity, such amount to be received by the County on behalf of the District in the month of
June,2001 (the "Pledged Revenues"). The principal of the Notes and the interest thereon shall
constitute a first lien and charge thereon and shall be paid from the Pledged Revenues. To the
extent not so paid from the Pledged Revenues, the Notes shall be paid from any other moneys
of the District lawfully available therefor. In the event that there are insufficient unrestricted
moneys received by the District to permit the deposit in the Repayment Fund, as hereinafter
defined, of the full amount of the Pledged Revenues to be deposited in any month on the last
business day of such month,then the amount of any deficiency shall be satisfied and made up
from any other moneys of the District lawfully available for the repayment of the Notes and
interest thereon.
The term "unrestricted moneys" means taxes, income, revenue and other moneys
intended as receipts for the general fund of the District and which are generally available for the
payment of current expenses and other obligations of the District.
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Section 7. Paying Agent. The Treasurer-Tax Collector is hereby appointed to act as the
paying agent of the District (the "Paying Agent") for the purpose of paying to the registered
owners of the Notes both the principal of and interest on the Notes at maturity and to perform
such other duties and powers of the Paying Agent as are prescribed in this Resolution.
Section 8. Rev= d. There is hereby created a special fund to be held on behalf
of the District by the Treasurer-Tax Collector separate and distinct from all other County and
District funds and accounts designated the "San Ramon Valley Unified School District
2000/2001 Tax and Revenue Anticipation Notes Repayment Fund" (the "Repayment Fund")
and applied as directed in this Resolution. Any money placed in the Repayment Fund shall be
for the benefit of the registered owners of the Notes,and until the Notes and all interest thereon
are paid or until provision has been made for the payment of the Notes at maturity with
interest to maturity,the moneys in the Repayment Fund shall be applied solely for the purposes
for which the Repayment Fund is created; provided, however, that any interest earned on
amounts deposited in the Repayment Fund shall periodically be transferred to the general fund
of the District.
All Pledged Revenues shall, during the months in which received,be deposited into the
Repayment Fund. On the maturity date of the Notes,the Treasurer-Tax Collector shall transfer
to DTC the moneys in the Repayment Fund necessary to pay the principal and interest on the
Notes at maturity and, to the extent said moneys are insufficient therefor,an amount of moneys
from the District's general fund which will enable payment of the full principal of and interest
on the Notes at maturity. Any moneys remaining in the Repayment Fund after the Notes and
the interest thereon have been paid, or provision for such payment has been made, shall be
transferred to the District's general fund.
Section 9. Deposit and Investment of Repayment Fund. All moneys held on behalf of
the District in the Repayment Fund,if not invested,shall be held in time or demand deposits as
public funds and shall be secured at all times by bonds or other obligations which are
authorized by law as security for public deposits, of a market value at least equal to the
amount required by law.
Moneys in the Repayment Fund shall,to the greatest extent possible, be invested by the
Treasurer-Tax Collector,or such other appropriate investment officer of the County, directly in
investments, or through an investment agreement, as permitted by the laws of the State of
California as now in effect and as hereafter amended, and the proceeds of any such
investments shall, as received,be deposited in the Repayment Fund and shall be part of the
Pledged Revenues.
Section 10. Execution-of Notes. The Notes shall be executed in the name of the District,
with the manual or facsimile signature of the Treasurer-Tax Collector or one or more of his duly
authorized deputies and the manual or facsimile counter-signature of the Clerk of the Board of
Supervisors(although at least one of such signatures shall be manual)with the seal of the Board
impressed thereon,and said officers are hereby authorized to cause the blank spaces thereof to
be filled in as may be appropriate.
Section 11. Transfer and Exchange o� f Notes. Any Note may, in accordance with its
terms,but only if the District determines to no longer maintain the book entry only status of the
Notes, DTC determines to discontinue providing such services and no successor securities
depository is named or DTC requests the Treasurer-Tax Collector to deliver Note certificates to
particular DTC Participants,be transferred,upon the books required to be kept pursuant to the
provisions of Section 12 hereof,by the person in whose name it is registered, in person or by his
duly authorized attorney, upon surrender of such Note for cancellation at the office of the
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Treasurer-Tax Collector,accompanied by delivery of a written instrument of transfer in a form
approved by the Treasurer-Tax Collector,duly executed. Whenever any Note or Notes shall be
surrendered for transfer, the Treasurer-Tax Collector shall execute and deliver a new Note or
Notes,for like aggregate principal amount.
Notes may be exchanged at the office of the Treasurer-Tax Collector for a like aggregate
principal amount of Notes of authorized denominations and of the same maturity.
Section 12. Note &Zjjter. The Treasurer-Tax Collector shall keep or cause to be kept
sufficient books for the registration and transfer of the Notes if the book entry only system is no
longer in effect and,in such case, the Treasurer-Tax Collector shall register or transfer or cause
to be registered or transferred,on said books, Notes as herein before provided. While the book
entry only system is in effect,such books need not be kept as the Notes will be represented by
one Note registered in the name of Cede&Co.,as nominee for DTC.
Section 13. Covenants and Warranti s. Based on the representations and covenants of
the District, it is hereby covenanted and warranted by the Board that all representations and
recitals contained in this Resolution as to the County are true and correct, and that the Board
has reviewed all proceedings heretofore taken relative to the authorization of the Notes and has
found,as a result of such review,and hereby finds and determines that all acts, conditions and
things required by law to exist, happen and be performed precedent to and in the issuance of
the Notes have existed, happened and been performed in due time, form and manner as
required by law,and the Board is duly authorized to issue the Notes in the name of the District
and incur indebtedness in the manner and upon the terms provided in this Resolution. The
Board and the District and their appropriate officials have duly taken all proceedings necessary
to be taken by them, and will take any additional proceedings necessary to be taken by them,
for the prompt collection and enforcement of the taxes,revenue,cash receipts and other moneys
pledged hereunder in accordance with law and for carrying out the provisions of this
Resolution.
Section 14. "ale of Notes. The Board hereby approves the sale of the Notes by
negotiation with the Underwriter,pursuant to the Purchase Contract by and among the District,
the County and the Underwriter, in substantially the form on file with the Clerk of the Board
together with any changes therein or additions thereto approved by the District in accordance
with the District Resolution. The Purchase Contract shall be executed in the name and on
behalf of the County by the Treasurer-Tax Collector, who is hereby authorized-and directed to
execute and deliver said form of Purchase Contract on behalf of the County upon submission of
a proposal by the Underwriter to acquire the Notes, which proposal is acceptable to the
Assistant Superintendent, Business Services of the District. The Notes shall be sold to the
Underwriter for a purchase price at least equal to ninety-eight percent (98%) of the par amount
thereof, and the rate of interest to be borne by the Notes may not exceed five and one-half
percent (5-1/2%) per annum. The Purchase Contract shall specify, among other matters, the
purchase price of the Notes, the rate of interest to be borne by the Notes, and the date of
maturity of the Notes.
Section 15. Official Statement. The District has, in the District Resolution, approved
and deemed nearly final within the meaning of Rule 15c2-12 of the Securities Exchange Act of
1934, the preliminary Official Statement describing the Notes, in the form on file with the
Secretary. The Board hereby authorizes the District's financial advisor and the purchaser of the
Notes to distribute said Official Statement in connection with the sale of the Notes.
Section 16. Proration of Notes. Jones Hall, A Professional Law Corporation, as bond
counsel to the District,is directed to cause suitable Notes to be prepared showing on their face
that the same bear interest at the rate aforesaid, and to cause the blank spaces therein to be
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filled in to comply with the provisions of this Resolution in accordance with the identified
purchaser of the Notes, and to procure their execution by the proper officers, and to cause the
Notes to be delivered when so executed to DTC on behalf of the identified purchaser therefor
upon the receipt of the purchase price by the Treasurer-Tax Collector on behalf of the District.
Section 17. Further Approvals. The Treasurer-Tax Collector, the Clerk of the Board,
and any officer of the Board or the County,is further authorized and directed to make, execute
and deliver to the purchaser of the Notes: (a) a certificate attesting to the use of the proceeds
of the Notes, the investment thereof, and any other matters relating to the exclusion of the
interest on the Notes from gross income for federal income taxation purposes pursuant to
applicable federal tax law, (b) a certificate certifying to the due execution of the Notes; (c) a
receipt evidencing the payment of the purchase price of the Notes, which receipt shall be
conclusive evidence that said purchase price has been paid and has been received by the
County on behalf of the District;and (d)such other certifications and documentation as may be
required in connection with the sale and issuance of the Notes. The purchaser of the Notes is
hereby authorized to rely upon and shall be justified in relying upon any such certificate or other
document with respect to the Notes executed pursuant to the authority of this Resolution.
Section 18. Limited Li bility. Notwithstanding anything to the contrary contained
herein, in the Notes or in any other document mentioned herein, neither the County nor the
Board shall have any liability hereunder or by reason hereof or in connection with the
transactions contemplated hereby and the Notes shall be payable solely from the moneys of the
District available therefor as set forth in Section 6 hereof.
Section 19. Effectiveness of Resol tion. This Resolution shall take effect from and after
its passage and adoption.
I hereby certify that the foregoing is a true and correct copy of a resolution adopted by
the Board of Supervisors of Contra Costa County at a regular meeting held on November Lt(,
2000,by the following vote:
AYES: SUPERVISORS GIOIA, UILKEMA, DESAULNIER, CANCIAMILLA and GERBER
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE By
Bq SUPWOM
[SEAL]
Attest:
By
Clerk of the Boar of Superviso
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EXHIBIT A
BOARD OF SUPERVISORS OF CONTRA COSTA, CALIFORNIA
IN TIME NAME OF THE
SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
(CONTRA COSTA COUNTY,CALIFORNIA)
2000-2001 TAX AND REVENUE ANTICIPATION NOTE
RATE OF INTEREST: MATURITY DATE: ORIGINAL ISSUE DATE: CUSIP:
December-,, 2001 December 2000
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT, a unified school district
organized and existing under the laws of the State of California (the "District"), for value
received,hereby promises to pay(but only out of the Pledged Revenues and other moneys and
securities hereinafter referred to) to the Registered Owner identified above or registered assigns
(the "Registered Owner"), on the Maturity Date identified above, the Principal Amount
identified above in lawful money of the United States of America; and to pay interest thereon
at the Rate of Interest identified above in like money from the Original Issue Date identified
above. The Principal Amount hereof and interest hereon are payable by check of the Treasurer-
Tax Collector of the County of Contra Costa, as Paying Agent (the "Paying Agent"), mailed by
first class mail on the Maturity Date to the Registered Owner hereof at the address of the
Registered Owner as it appears on the Registration Books of the Paying Agent as of the
Eighteenth calendar day of the month preceding such Maturity Date.
This Note is one of an authorized issue of Notes in the aggregate principal amount of
Dollars ($ ), all of like tenor, issued
pursuant to the provisions of a resolution of the Board of Supervisors (the "Board") of the
County of Contra Costa (the "County") duly passed and adopted on November--, 2000 (the
"Resolution"),and pursuant to Article 7.6(commencing with Section 53850) of Chapter 4, Part
1, Division 2, Title 5, of the California Government Code, and that all things, conditions and
acts required to exist, happen and be performed precedent to and in the issuance of this Note
exist, have happened and have 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.
The principal amount of the Notes, together with the interest thereon, shall be payable
from taxes, revenue and other moneys which are received.by the County on behalf of the
District for Repayment Fund of the District (as defined in the Resolution) for the fiscal year
2000/2001. As security for the payment of the principal of and interest on the Notes, the
Board,in the name of the District,hereby pledges the first"unrestricted moneys", as hereinafter
defined, (a) in the amount of fifty percent (50%) of the principal amount of the Notes, such
amount to be received by the County on behalf of the District in the month of May, 2001, and
(b)in the amount of fifty percent (50%) of the principal amount of the Notes, plus an amount
equal to all interest due on the Notes at maturity,such amount to be received by the County on
behalf of the District in the month of June,2001 (the "Pledged Revenues"). The principal of the
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Notes and the interest thereon shall constitute a first lien and charge thereon and shall be paid
from the Pledged Revenues. To the extent not so paid from the Pledged Revenues, the Notes
shall be paid from any other moneys of the District lawfully available therefor. The term
„unrestricted moneys"shall mean taxes,income,revenue and other moneys intended as receipts
for the general fund of the District and which are generally available for the payment of current
expenses and other obligations of the District.
The Notes are issuable as fully registered Notes without coupons in denominations of
$5,000 or any integral multiple thereof. Subject to the limitations and upon payment of the
charges,if any,provided in the Resolution,Notes may be exchanged at the office of the Paying
Agent for a like aggregate principal amount and maturity of Notes of other authorized
denominations. This Note is transferable by the Registered Owner hereof, in person or by his
attorney duly authorized in writing, at the office of the Paying Agent,but only in the manner,
subject to the limitations and upon payment of the charges provided in the Resolution, and
upon surrender and cancellation of this Note. Upon such transfer a new Note or Notes, of
authorized denomination or denominations,for the same aggregate principal amount and of the
same maturity will be issued to the transferee in exchange herefor. The County, the District and
the Paying Agent may treat the Registered Owner hereof as the absolute owner hereof for all
purposes,and the County, the District and the Paying Agent shall not be affected by any notice
to the contrary.
The Notes are not subject to redemption prior to maturity.
Unless this Note is presented by an authorized representative of The Depository Trust
Company to the Board or the Paying Agent for registration of transfer, exchange or payment,
and any Note issued is registered in the name of Cede &Co. or such other name as requested by
an authorized representative of The Depository Trust Company and any payment is made to
Cede & Co., ANY TRANSFER, PLEDGE OR OTHER USE HEREOf FOR VALUE OR
OTHERWISE BY OR TO ANY PERSON IS WRONGFUL since the registered owner hereof,
Cede&Co.,has an interest herein.
IN WITNESS WHEREOF, the Board of Supervisors of the County of Contra Costa,
California has caused this Note to be issued in the name of the District and to be executed by
the manual signature of the Treasurer-Tax Collector and countersigned by the facsimile
signature of the Clerk of the Board, all as of the Original Issue Date stated above.
BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA
By
Treasurer-Tax Collector
(SEAL)
Countersigned:
By
Clerk of the Board
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FORM OF ASSIGNMENT
For value received the undersigned do(es)hereby sell,assign and transfer unto
(Name,Address and Tax Identification or Social Security Number of Assignee)
the within registered Note and hereby irrevocably constitute(s) and appoint(s)
attorney, to transfer the same on the
Registration Books of the Paying Agent with full power of substitution in the premises.
Dated:
Signature Guaranteed:
Note: Signature(s)must he guaranteed by an eligible guarantor Note: The signature(s)on this Assignment must correspond
institution. with the name(s)as written on the face of the within
Note in every particular, without alteration or
enlargement or any change whatsoever.
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RESOLUTION NO.2S/flOfii
RESOLUTION OF THE BOARD OF EDUCATION REQUESTING
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY TO
ISSUE TAX AND REVENUE ANTICIPATION NOTES ON BEHALF
OF THE SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT FOR
FISCAL YEAR 2000-2001 IN THE PRINCIPAL AMOUNT OF NOT TO
EXCEED $16,500,000 AND AUTHORIZING PROCEEDINGS
RELATING TO THE ISSUANCE AND SALE OF SUCH NOTES
RESOLVED,by the Board of Education of the San Ramon Valley Unified School
District (the "District"), as follows:
WHEREAS,school districts organized and existing under the laws of the State of
California are authorized by Article 7.6 (commencing with Section 53850) of Chapter 4
of Part 1 of Division 2 of Title 5 of the California Government Code (the "Law") to
borrow money by the .issuance of temporary notes, the proceeds of which may be used
and expended for any purpose for which the school district is authorized to spend
moneys;and
WHEREAS, pursuant_to_the Law,_ such_notes axe_issued_in_ the,name and on
behalf of the District by the Board of Supervisors of the County as soon as possible
following receipt of a resolution of the governing board of the District requesting such
borrowing;and
WHEREAS, the District has determined that it is desirable that the District
borrow funds in the amount of not to exceed $16,500,000 with respect to fiscal year
2000-2001 for authorized purposes of the District; and
WHEREAS,the firm of Altura, Nelson & Co., Incorporated (the "Underwriter")
has proposed to act as underwriter of the Notes,and
WHEREAS, the District approves of the issuance of the Notes and wishes to
take formal action at this time authorizing the proceedings for the issuance and sale
thereof,
NOW, THEREFORE,it is hereby DETERMINED and ORDERED as follows:
Section 1. ReQues . The Board of Supervisors of Contra Costa County (the
"County") is hereby requested to issue tax and revenue anticipation notes in the name
and on behalf of the District in the principal amount of not to exceed $16,500,000 (the
"Notes"),under and pursuant to the provisions of the Law.
Section 2. 'm a,iQn on M,g i� of t. The principal amount of Notes,
when added to the interest payable thereon,may not exceed eighty-five percent(85%) of
the estimated amount of the uncollected taxes,revenue and other moneys of the District
for the general fund of the District attributable to Fiscal Year 2000-2001, and available
for the payment of the Notes and the interest thereon.
Section 3. Fle&m The Notes will be general obligations of the District which are
secured by a pledge o and first lien and charge against the first "unrestricted moneys",
as hereinafter defined, (a) in the amount of fifty percent (50%) of the principal amount
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of the Motes,such amount to be received by the County on behalf of the District in May,
2001, and (b) in the amount of fifty percent (50%) of the principal amount of the Notes,
plus an amount equal to all interest due on the Notes at maturity, such amount to be
received by the County on behalf of the District in June, 2001 (the "fledged Revenues").
To the extent not so paid from the Fledged Revenues, the District shall pay the Notes
from any other moneys of the District lawfully available therefor. If there are insufficient
unrestricted moneys received by the District to permit the deposit in the Repayment
Fund (as hereinafter defined)of the full amount of the fledged Revenues to be deposited
in any month on the last business day of such month, then the District will pay the
amount of any deficiency from other moneys of the District lawfully available for the
repayment of the Notes and interest thereon. The term "unrestricted moneys" means
taxes,income,revenue and other moneys intended as receipts for the general fund of the
District and which are generally available for the payment of current expenses and other
obligations of the District.
Section 4. &12rQval of Issuame Root. The Board of Supervisors of the
County shall issue the Notes under a resolution (the "Issuance Resolution") in
substantially the form presented to the Board of Education at this meeting. The Board
hereby approves the issuance Resolution. All of the terms and provisions of the
Issuance resolution are incorporated herein by reference.
Section 5. Sale of Notes. The Board hereby approves the sale of the Notes by
negotiation with the Underwriter,pursuant to the Purchase Contract-by and ammg-the. _.
District, the County and the Underwriter, in substantially the form on file with the
Secretary of the Board of Education together with any changes therein or additions
thereto approved by the Superintendent, whose execution thereof will be conclusive
evidence of approval of any such additions and changes. The Assistant Superintendent,
Business Services,is hereby authorized and directed to execute and deliver the Purchase
Contract on behalf of the District. The Underwriter must purchase the Notes for a
purchase price at least equal to ninety-eight percent (98%) of the par amount thereof,
and the rate of interest to be borne by the Notes may not exceed five and one-half
percent (5-1/2%)per annum.
Section 6. Offidal Statement. The Board hereby approves, and deems final
within the meaning of Rule 15c2-12 of the Securities Ex hay ge Act of 1934 except for
permitted omissions,the.Preliminary Official Statement describing the Notes in the form
on file with the Secretary of the Board of Education together with any additions thereto
or changes therein approved by the Superintendent, whose execution thereof shall be
conclusive evidence of such approval. The Underwriter is hereby authorized to
distribute the Official Statement in connection with the sale of the Notes. The
Superintendent is hereby authorized and directed to (a) execute and deliver to the
Underwriter a certificate deeming the preliminary Official Statement to be nearly final
prior to the distribution thereof by Underwriter to prospective bidders, (b) approve any
changes in or additions to cause such Official Statement to be put in final form, and (c)
execute said final Official Statement for and in the name and on behalf of the District.
Section 7. Tax Covenants
(a) Private Activi Bondice",,a ion. The District shall assure that the
proceeds of the Notes are not so used as to cause the Notes to satisfy the private
business tests of Section 141(b) of the Internal. Revenue Code of 1986, as amended (the
"Tax Code) or the private loan financing test of Section 141(c) of the Tax Code.
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(b) Feder Q �t ,.EtgWbi `on. The District may not take any action or
permit or suffer any action to be taken which would cause any of the Notes to be
"federally guaranteed"within the meaning of Section 149(b) of the Tax Code.
(c) $ebb Requirement. The'District shall take any and all actions necessary to
assure compliance with Section 148(f) of the Tax Code, relating to the rebate of excess
investment earnings,if any,to the federal government, to the extent that such Section is
applicable to the Notes.
(d) No Arbitrage. The District may not take,or.permit or suffer to be taken any
action with respect to the proceeds of the Notes which, if such action had been
reasonably expected to have been taken, or had been deliberately and intentionally
taken, on the date of issuance.of the Notes, would have caused the Notes to be
"arbitrage bonds"within the meaning of Section 148 of the Tax Code.
(e) Makft=ce of Tax-Ea=tion. The District shall take all actions necessary
to assure the exclusion of interest on the Notes from the gross income of the registered
owners of the Notes to the same extent as such interest is permitted to be excluded from
gross income under the Tax Code as in effect on the date of issuance of the Notes.
Section 8. Entyagement of Pr fec .ssron�l Services. The Board hereby approves the
engagement of the services of Jones Hall,A Professiinal Law Corporation to act as bond
counsel to the District in connection with the.issuance and -of the Notm -Payment-
of the fees and expenses of said firm shall be contingent upon the successful sale and
issuance of the Notes The Assistant Superintendent, Business Services is hereby
authorized and directed to execute the agreement with said firm in the form on file with
the Secretary,in the name of the District.
Section 9. Furfher At bQjja . All actions heretofore taken by the officers and
agents of the District with respect to the sale and issuance of the Notes are hereby
approved,and the Superintendent, the Assistant Superintendent, Business Services, the
Secretary of the Board and any and all other officers of the District are hereby
authorized and directed for and in the name and on behalf of the District, to do any and
all things and take any and all actions relating to the execution and delivery of any and
all certificates, requisitions, 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 the Issuance Resolution and this resolution.
Section 10. Effecliye Date. This resolution shall take effect from and after its
adoption.
Upon motion of Member Marianne Gagen and duly seconded, the .foregoing
Resolution was adopted by the following vote:
AYES. Buchanan, Clarkson, Hagen, Kenber, Wurzbach
NOES.. None
ABSENT: None
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I, Rob Kessler Secretary of the Board of Education of the San Ramon Valley
Unified School District of Contra Costa County, California, hereby certify that the
above and f'� g Resolution was duly adopted by the said Board at a regular
meeting thereo held on the 7& day of November, 2000, and passed by a
vote of said Board.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
8th day of November 2000.
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S&rkary of the Board of Education
San Damon Valley Unified School
District
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