HomeMy WebLinkAboutRESOLUTIONS - 01011998 - 1998-045 RESOLUTION NO. 98/45
Dated: February 10—,—M8
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF CONTRA
COSTA, STATE OF CALIFORNIA, AUTHORIZING THE ISSUANCE AND SALE OF
BONDS OF THE ORINDA UNION SCHOOL DISTRICT, PRESCRIBING THE TERMS OF
SALE OF SAID BONDS, APPROVING FORMS OF AND AUTHORIZING DISTRIBUTION
OF OFFICIAL NOTICE OF SALE AND NOTICE OF INTL.NTION TO SELL BONDS,
DELEGATING TO THE COUNTY TREASURER AUTHORIZATION TO AWARD BID FOR
SAID BONDS, AND AUTHORIZING EXECUTION OF NECESSARY CEW CATES.
WHEREAS, an election was duly called and regularly held in the Orinda Union
School District, County of Contra Costa, California (herein called the "District"), on March 7,
1995, at which the following proposition was submitted to the electors of the District:
"Shall the Orinda Union School District issue bonds for the purposes of
constructing school facilities and improving school facilities and sites to
accommodate increased enrollment and relieve overcrowding, to address
curriculum needs, and to replace obsolete facilities, including the
renovation and construction of classrooms, libraries, science labs,
restrooms, and multipurpose rooms at various school sites including
Wagner Ranch School, and improvement of handicapped access, in the
total amount of $16 million, to bear interest at a rate not to exceed the
statutory maximum?"
and
WHEREAS, at least two-thirds of the votes cast on said proposition were in favor
of issuing said bonds; and
WHEREAS, $12,500,000 aggregate principal amount of said bonds, designated
"Orinda Union School District General Obligation Bands, Election of 1995, Series 1996, have
heretofore been issued and sold; and
WHEREAS, the Board of Trustees of the District has requested this Board of
Supervisors of the County of Contra Costa(the "County")to authorize and consummate the We
and issuance of a portion of said bonds in a single series designated the ,orinda Union School
District General. Obligation Bonds, Election of 1995, Series 1998" in an aggregate principal
amount not exceeding $3,500,000, according to the terms and in the manner set forth in a
resolution duly adopted by the Board of Trustees of the District on January 27, 1998, a certified
copy of which has been filed with the Clerk of this Board of Supervisors; and
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WHEREAS, the Board of Trustees of the District has further deemed it necessary
and desirable that this Board of Supervisors authorize the sale of said bonds by a competitive
sale to the highest responsible bidder; and
WHEREAS, this Board of Supervisors has determined that it is necessary and
desirable that bonds of said authorized issue be issued and sold for the purposes for which
authorized and on the terms and conditions and in the manner set forth in said resolution of the
Board of Trustees of the District; and
WTtBAS, there have been submitted and are on file with the Clerk of this
Board of Supervisors proposed forms of an Official Notice of Sale of Bonds and a Notice of
Intention to Sell Bonds, with respect to not to exceed $3,500,000 aggregate principal amount of
Orinda Union School District General Obligation Bonds, Election of 1995, Series 1998,
proposed to be sold;
NOW,THEREFORE,BE IT RESOLVED BY THE BOARD OF SUPERVISORS
OF THE COUNTY OF CONTRA COSTA AS FOLLOWS:
Section 1. : All of the above recitals are true and correct.
Saction. District R solution Incoorated: The resolution of the Board of
Trustees of the District adopted on January 27, 1998, is incorporated herein by reference and
all of the provisions thereof are made a part hereof and shall be applicable to the bonds herein
provided for, except as herein otherwise expressly provided.
SWign 3. Authorization and Designation of Bonds: This Board of Supervisors
hereby authorizes, on behalf of the Orinda Union School District, the sale of not to exceed
$3,500,000 aggregate principal amount of bonds of the District by competitive sale to the highest
bidder, and designates said bonds to be issuers and sold as the "Orinda Union School District
General Obligation Bonds, Election of 1995, Series 1998" (the "Series 1998 Bonds" or the
"Bonds"). The Series 1998 Bonds shall be issued as Current Interest Series 1998 Bonds and
Capital Appreciation Series 1998 Bonds, as provided in Section 5 hereof.
The Series 1998 Bonds shall be issued and sold as provided herein, and any
necessary and desirable terms as are not finally determined herein shall be fixed upon the We
of the Bonds by the Treasurer of the County (the "County Treasurer") as recited in the
Certificate of Award described in Section 12(c) hereof (the "Certificate of Award").
Scgfign 4. Form of Bonds; Execution: (a) . The Depository Trust
Company, New York, New York, is hereby appointed depository for the Series 1998 Bonds.
The Series 1998 Bonds shall be issued in book-entry form only, and shall be initially registered
in the name of "Cede & Co.," as nominee of The Depository Trust Company, and registered
ownership of the Series 1998 Bonds may not thereafter be transferred except as provided in
Section 9 hereof. One bond certificate shall be issued for each maturity of the Current Interest
Series 1998 Bonds, and one bond certificate shall be issued for each maturity of the Capital
Appreciation Serres 1998 Bonds.
812-81572.2 2
(b) Form of Certificates. The Series 1998 Bonds shall be issued in fully
registered form without coupons. The Current Interest Series 1998 Bonds, the Capital
Appreciation Series 1998 Bonds, and the Paying Agent's certificate of authentication and
registration and the form of assignment to appear on each of them, shall be in substantially the
form attached hereto as Exhibit A and Exhibit B, respectively, with necessary or appropriate
variations, omissions and insertions as permitted or required by this Resolution, proy , that
if a portion of the text of any Series 1998 Bond is printed on the reverse of the Series 1998
Bond, the following legend shall be printed on the Series 1998 Bond: "THE PROVISIONS OF
THIS BOND ARE CONTINUED ON THE REVERSE EMEOF AND SUCH CONTINUED
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS THOUGH
FULLY SET FORTH AT THIS PLACE."
(c) Execution of Bonds, The Series 1998 Bonds shall be signed by the manual
or facsimile signatures of the Chair of this Board of Supervisors and of the County Treasurer,
and countersigned by the manual or facsimile signature of the Clerk of this Board of Supervisors
or by a deputy of either of said Clerk or of the County Treasurer. The Series 1998 Bonds shall
be authenticated by a manual signature of a duly authorized officer of the Paying Agent (as
defined in Section 8(a) hereof).
(d) Valid Authentication. Only such of the Series 1998 Bonds as shall bear
thereon a certificate of authentication and registration as described in subsection (b), executed
by the Paying Agent, shall be valid or obligatory for any purpose or entitled to the benefits of
this Resolution, and such certificate of the Paying Agent shall be conclusive evidence that the
Series 1998 Bonds so authenticated have been duly authenticated and delivered hereunder and
are entitled to the benefits of this Resolution.
(e) IdmjjWng Number. The Paying Agent shall assign each Series 1998 Bond
authenticated and registered by it a distinctive letter, or number, or letter and number, and shall
maintain a record thereof at its principal corporate trust office, which record shall be available
to the District and the County for inspection.
Section . Terms of Bonds: (a) Date of Bonds. The Current Interest Series 1998
Bonds shall be dated April 15, 1998, or such other date as shall be specified in the Certificate
of Award.
The Capital Appreciation Series 1998 Bonds shall be dated the date of their
delivery, or such other date as shall be specified in the Certificate of Award.
(b) Denominations. The Current Interest Series 1998 Bonds shall be issued in
denominations of$5,000 principal. amount or any integral multiple thereof.
The Capital Appreciation Series 1998 Bonds shall be issued in denominations of
$5,000 accreted value at maturity("maturity value") or any integral multiple thereof, except that
the first numbered Capital Appreciation Series 1998 Bond may be issued in a denomination such
that the maturity value of such Capital Appreciation Series 1998 Bond shall not be an integral
multiple of$5,000.
sF2-81572.2 3
(c) M=d1j. The Current Interest Series 1998 Bonds shall mature on the date,
in each of the years, in the principal amounts and in the aggregate principal amount as shall be
specified in the Certificate of Award. No Current Interest Series 1998 Bond shall mature prior
to October 15, 1999, and no Current Interest Series 1998 Bond shall mature later than the date
which is 25 years from the date of the Bonds, to be determined as provided in subsection (a) of
this Section. No Current Interest Series 1998 Bond shall have principal maturing on more than
one principal maturity date. The Certificate of Award may provide that no Current Interest
Series 1998 Bonds shall be issued.
The Capital Appreciation Series 1998 Bonds shall mature on the date, in each of
the years, and in such maturity values as shall be specified in the Certificate of Award. No
Capital Appreciation Series 1998 Bond shall mature prior to October 15, 1999, and no Capital
Appreciation Series 1998 Bond shall mature later than the date which is 25 years from the date
of the Capital Appreciation Series 1998 Bonds, to be determined as provided in subsection (a)
of this Section. No Capital Appreciation Series 1998 Bond shall have principal maturing on
more than one principal maturity date. The Certificate of Award may provide that no Capital
Appreciation Series 1998 Bonds shall be issued.
(d) . As used in this Resolution and in the Bonds, the terms "interest
payment date," and "interest date" shall be interchangeable, and shall mean April 15 and
October 15 of each year, or such other dates as shall be specified in the Certificate of Award.
The Current Interest Series 1998 Bonds shall bear interest at an interest rate not
to exceed eight per cent (8%) per annum, first payable on April 15, 1999, and thereafter on
April 15 and October 15 in each year (or on such other initial and semiannual interest payment
dates as shall be specified in the Certificate of Award), computed on the basis of a 360-day year
of twelve (12) 30-day months. Each Current Interest Series 1998 Bond shall bear interest from
the interest payment date next preceding the date of authentication thereof, unless it is
authenticated as of a day during the period after the Record Date (as defined in Section 6(b)
herein) immediately preceding any interest payment date to and including such interest payment
date, in which event it shall bear interest from such interest payment date, or unless it is,
authenticated on or before the Record Date preceding the first interest payment date, in which
event it shall bear interest from its date; l , that if, at the time of authentication of any
Current Interest Series 1998 Bond, interest is in default on any outstanding Current Interest
Series 1998 Bonds, such Current Interest Series 1998 Bond shall bear interest from the interest
payment date to which interest has previously been paid or made available for payment on the
outstanding Current Interest Series 1998 Bonds.
The Capital Appreciation Series 1998 Bonds shall not bear current interest; each
Capital Appreciation Series 1998 Bond shall accrete in value daily over the term to its maturity
(on the basis of a 360-day year consisting of twelve 30-day months), from its initial principal
(denominational) amount on the date of issuance thereof to its stated maturity value at maturity
thereof, on the basis of a constant interest rate compounded semiannually (with straight-line
interpolations between interest dates), commencing on October 15, 1998, and thereafter on
April 15 and October 15 in each year (or on such other initial and semiannual interest dates as
shall be specified in the Certificate of Award). The accreted value per $5,000 maturity value
aM-91572.2 4
of the Capital Appreciation Series 1998 Bonds on each interest date shall be given for reference
in a table of accreted values to appear in the Capital Appreciation Series 1998 Bonds; rovidgd,
that the accreted value determined in accordance with this Section shall prevail over any different
accreted value given in said table. Interest on the Capital Appreciation Series 1998 Bonds shall
be payable only upon maturity or prior redemption thereof.
(a) . The principal of the Current Interest Series
1998 Bonds and the accreted value of the Capital Appreciation Series 1998 Bonds shall be
payable in lawful money of the United States of America to the person whose name appears on
the bond registration books of the Paying Agent (as described in Section 8(c) hereof) as the
registered owner thereof (the "Owner"), upon the surrender thereof at the principal corporate
trust office of the Paying Agent.
N Interest. Record- ate. The interest on the Current Interest Series 1998 Bonds
shall be payable in lawful money of the United States of America to the Owner thereof as of the
close of business on the first day of the month in which an interest payment date occurs (the
"Record Date"), whether or not such day is a business day, such interest to be paid by check
or draft mailed on such interest payment date to such Owner at such Owner's address as it
appears on the bond registration books described in Section 8(c)or at such address as the Owner
may have filed with the Paying Agent for that purpose; except that payment shall be made in
immediately available funds (e.g., by wire transfer) to any Owner of at least one million dollars
($1,000,000) of outstanding Current Interest Series 1998 Bonds who shall have requested in
writing such method of payment of interest prior to the close of business on the Record Date
immediately preceding any interest payment date. So long as Cede chi Co. or its registered
assigns shall be the Owner of the Series 1998 Bonds, payment shall be made in immediately
available funds as provided in Section 9(d) hereof.
(c) y ent nd: (a) Principal and interest due on the Series 1998 Bonds shall
be paid from the interest and sinking fund of the District as provided in Section 15146 of the
Education Code.
Stction 7. Rcdempts'on Provisions. (a) Optional Red=VAQn. The Series 1998
Bonds shall be subject to redemption at the option of the District on the dates and terms provided
herein, or on such other dates and terms as shall be specified in the Certificate of Award. The
Certificate of Award may provide that the Series 1998 Bonds shall not be subject to optional
redemption, and may provide separate and distinct redemption provisions for the Current Interest
Series 1998 Bands and the Capital Appreciation Series 1998 Bonds.
Unless otherwise specified in the Certificate of Award, the Current Interest Series
1998 Bonds shall be subject to optional redemption as follows: Current Interest Series 1998
Bonds maturing on or before October 15, 2006, shall not be subject to redemption prior to their
respective stated maturity dates. The Current Interest Series 1998 Bonds maturing in each year
beginning October 15, 2007, shall be subject to redemption prior to their respective stated
maturity dates, at the option of the District, f om any source of available funds, as a whole or
in part on any date on or after October 15, 2006. If less than all of the Current Interest Series
1998 Bonds are called for redemption, such bonds shall be redeemed in inverse order of
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maturities or as otherwise directed by the District, and if less than all of the Current Interest
Series 1998 Bonds of any given maturity are called for redemption, the portions of such bonds
of a given maturity to be redeemed shall be determined by lot.
Unless otherwise specified in the Certificate of Award, the Current Interest Series
1998 Bonds redeemed at the option of the District shall be redeemed at the following prices
(expressed as a percentage of the principal amount of the Current Interest Series 1998 Bonds
called for redemption), together with interest accrued thereon to the date of redemption:
Optional
Itexiett.qdM Date Rodmdo Price
October 15, 2006 through October 14, 2007 102%
-October 15, 2007 through October 14, 2008 101%
October 15, 2008 and thereafter 100%
Unless otherwise specified in the Certificate of Award, the Capital Appreciation
Series 1998 Bonds shall be subject to optional redemption as follows: Capital Appreciation
Series 1998 Bonds maturing on or before October 15, 2006, shall not be subject to redemption
prior to their respective stated maturity dates. The Capital Appreciation Series 1998 Bonds
maturing in each year beginning October 15, 2007, shall be subject to redemption prior to their
respective stated maturity dates, at the option of the District, from any source of available funds,
as a whole or in part on any date on or after October 15, 2006. If less than all of the Capital
Appreciation Series 1998 Bonds are called for redemption, such bonds shall be redeemed in
inverse order of maturities or as otherwise directed by the District, and if less than all of the
Capital Appreciation Series 1998 Bonds of any given maturity are called for redemption, the
portions of such bonds of a given maturity to be redeemed shall be determined by lot.
Unless otherwise specified in the Certificate of Award, the Capital Appreciation
Series 1998 Bonds redeemed at the option of the District shall be redeemed at the following
prices (expressed as a percentage of the accreted value of the Capital Appreciation Series 1998
Bonds called for redemption on the date of redemption):
Optional
Redemption Date Rcd=RdQa Price
October 15, 2006 through October 14, 2007 102%
October 15, 2007 through October 14, 2008 1019
October 15, 2008 and thereafter 100%
(b) Mandatoly Sin1dag Fund Redemption. The Current Interest Series 1998
Bonds, if any, which are designated (at the option of the purchaser thereof) in the Certificate of
Award as Current Interest Series 1998 Term Bonds shall also be subject to redemption prior to
their stated maturity dates, without a redemption premium, in part by lot, from mandatory
sinking fund payments in the amounts and in accordance with the terms to be specified in the
sa2-91572.2 6
Certificate of Award. The principal amount of each mandatory sinking fund payment of any
maturity shall be reduced proportionately by the amount of any Current Interest Series 1998
Bonds of that maturity optionally redeemed prior to the mandatory sinking fund payment date.
The Certificate of Award may provide that the Current Interest Series 1998 Bonds shall not be
subject to mandatory redemption.
The Capital Appreciation Series 1998 Bonds, if any, which are designated(at the
option of the purchaser thereof) in the Certificate of Award as Capital Appreciation Series 1998
Term Bonds shall also be subject to redemption prior to their stated maturity dates, without a
redemption premium, in part by lot, from mandatory sinking fund payments in the amounts and
in accordance with the terms to be specified in the Certificate of Award. The principal amount
of each mandatory sinking fund payment of any maturity shall be reduced proportionately by the
amount of any Capital Appreciation Series 1998 Bonds of that maturity optionally redeemed
prior to the mandatory sinking fund payment date. The Certificate of Award may provide that
the Capital Appreciation Series 1998 Bonds shall not be subject to mandatory redemption.
The Auditor-Controller of the County is hereby authorized to create such sinking
funds or accounts for the Series 1998 Bonds as shall be necessary to accomplish the purposes
of this section.
(c) Notice of Redenwdon. Notice of redemption of any Series 1998 Bonds shall
be given by the Paying Agent upon the written request of the District. Notice of any redemption
of Series 1998 Bonds shall be mailed postage prepaid, not less than thirty (30) nor more than
sixty (60) days prior to the redemption date (i) by first class mail to the respective Owners
thereof at the addresses appearing on the bond registration books described in Section 8(c),
(ii) by secured mail to all organizations registered with the Securities and Exchange Commission
as securities depositories, (iii) to at least two information services of national recognition which
disseminate redemption information with respect to municipal securities, and (iv) as may be
further required in accordance with the Continuing Disclosure Certificate of the District
described in Section 15.
Each notice of redemption shall contain all of the following information:
(a) the date of such notice;
(b) the name of the Bonds and the date of issue of the Bonds;
(c) the redemption date;
(d) the redemption price;
(e) the dates of maturity of the Bonds to be ed;
(f) (if less than all of the Bonds of any maturity are to be redeemed) the distinctive
numbers of the Bonds of each maturity to be redeemed;
(g) (in the case of Bonds redeemed in part only) the respective portions of the principal
amount of the Bonds of each maturity to be redeemed;
(h) the CUSIP number, if any, of each maturity of Bonds to be redeemed;
(i) a statement that such Bonds must be surrendered by the Owners at the principal
corporate trust office of the Paying Agent, or at such other place or places
designated by the Paying Agent; and
SF2-81572.2 . 7
G) notice that further interest on such Bonds will not accrue after the designated
redemption date.
(d) Effect of Notice. A certificate of the Paying Agent or the District that notice
of call and redemption has been given to Owners and to the appropriate securities depositories
and information services as herein provided shall be conclusive as against all parties. The actual
receipt by the Owner of any Series 1998 Bond or by any securities depository or information
service of notice of redemption shall not be a condition precedent to redemption, and failure to
receive such notice, or any defect in the notice given, shall not affect the validity of the
proceedings for the redemption of such Bonds or the cessation of interest on the date fixed for
redemption.
When notice of redemption has been given substantially as provided for herein,
and when the redemption price of the Bonds called for redemption is set aside for the purpose
as described in subsection (e) of this Section, the Bonds designated for redemption shall become
due and payable on the specified redemption date and interest shall cease to accrue thereon as
of the redemption date, and upon presentation and surrender of such Bonds at the place specified
in the notice of redemption, such Bonds shall be redeemed and paid at the redemption price
thereof out of the money provided therefor. The Owners of such Bonds so called for redemption
after such redemption date shall look for the payment of such Bonds and the redemption
premium, if any, therm only to the interest and sinking fund or the escrow fund established
for such purpose. All Bonds redeemed shall be cancelled forthwith by the Paying Agent and
shall not be reissued.
(e) &demvti n Fund. Prior to or on the redemption date of any Bonds there
shall be available in the interest and sinking fund of the District, or held in trust for such
purpose as provided by law, monies for the purpose and sufficient to redeem, at the premiums
payable as in this resolution provided, the Bonds designated in said notice of redemption. Such
monies so set aside in any such escrow fund shall be applied on or after the redemption date
solely for payment of principal of and premium, if any, on the Bonds to be redeemed upon
presentation and surrender of such Bonds, provided that all monies in the interest and sinking
fund of the District shall be used for the purposes established and permitted by law. Any
interest due on or prior to the redemption date shall be paid from the interest and sinking fund
of the District, unless otherwise provided for to be paid from such escrow. If, after all of the
Bonds have been redeemed and cancelled or paid and cancelled, there are monies remaining in
the interest and sinking fund of the District or otherwise held in trust for the payment of
redemption price of the Bonds, said monies shall be held in or returned or transferred to the
interest and sinking fund of the District for payment of any outstanding bonds of the District
payable from said fund, prvided, however, that if said monies are part of the proceeds of bonds
of the District, said monies shall be transferred to the fund created for the payment of principal
of and interest on such bonds. If no such bonds of the District are at such time outstanding, said
monies shall be transferred to the general fund of the District as provided and permitted by law.
(f) Defeasance of Bonds. If at any time the District shall pay or cause to be paid
or there shall otherwise be paid to the Owners of all outstanding Bonds all of the principal,
interest and premium, if any, represented by Bonds at the times and in the manner provided
sa2-81372.2 8
herein and in the Bonds, or as provided in the following paragraph, or as otherwise provided
by law consistent herewith, then such Owners shall cease to be entitled to the obligation of the
District as provided in Section 11 hereof, and such obligation and all agreements and covenants
of the District and of the County to such Owners hereunder and under the Bonds shall thereupon
be satisfied and discharged and shall terminate, except only that the District shall remain liable
for payment of all principal, interest and premium, if any, represented by the Bonds, but only
out of monies on deposit in the interest and sinking fund or otherwise held in trust for such
payment; and provided further, however, that the provisions of subsection (g)hereof shall apply
in all events.
For purposes of this section, the District may pay and discharge any or all of the
Bonds by depositing in bust with the Paying Agent or an escrow agent at or before maturity,
money or non-callable direct obligations of the United States of America or other non-callable
obligations the payment of the principal of and interest on which is guaranteed by a pledge of
the full faith and credit of the United States of America, in an amount which will, together with
the interest to accrue thereon and available monies then on deposit in the interest and sinking
fund of the District, be fully sufficient to pay and discharge the indebtedness on such Bonds
(including all principal, interest and redemption premiums) at or before their respective maturity
dates.
(g) Unclaimed Mgnies. Any money held in any fund created pursuant to this
Resolution, or by the Paying Agent in trust, for the payment of the principal of, redemption
premium, if any, or interest on the Bonds and remaining unclaimed for two years after the
principal of all of the Bonds has become due and payable (whether by maturity or upon prior
redemption) shall be transferred to the interest and sinking fund of the District for payment of
any outstanding bonds of the District payable from said fund; or, if no such bonds of the District
are at such time outstanding, said monies shall be transferred to the general fund of the District
as provided and permitted by law.
Section . Paying Anent: (a) appointment, First Trust of California, National
Association, in Los Angeles, California, is hereby appointed the initial Paying Agent for the
Series 1998 Bonds (the "Paying Agent").
(b) Edndpal Corporate Trust Office. Unless otherwise specifically noted, any
reference herein to the "principal corporate trust office" of the Paying Agent for purposes of
transfer, registration, exchange, payment, and surrender of the Series 1998 Bonds shall mean
in care of the corporate trust office of First Trust National Association, in St. Paul, Minnesota,
and for all other purposes shall mean the corporate trust office of the Paying Agent in Los
Angeles, California;provid , however, that in any case "principal corporate trust office" shall
mean any other office of the Paying Agent designated for a particular purpose, and shall include
the principal corporate trust office or other designated office of any successor paying agent.
(c) Registration.Books. The Paying Agent will keep or cause to be kept at its
Principal corporate trust office sufficient books for theregistration and transfer of the Series
1998 Bonds, which shall at all times be open to inspection by the District, and, upon
presentation for such purpose, the Paying Agent shall, under such reasonable regulations as it
sF2-81572.2 9
may prescribe, register or transfer or cause to be registered or transferred on said books, Series .
1998 Bonds as provided in Section 4 hereof.
(d) EUment of Pees and Expenses. The fees and expenses of the Paying Agent
not paid from the proceeds of sale of the Bonds shall be paid in each year from the interest and
sinking fund of the District, insofar as permitted by law, including specifically by Section 15232
of the Education Code of the State of California.
ScWgn 9. Transfer Under Book:Entry Sygm: Discontinuation of Book Entry
System: (a) The Series 1998 Bonds shall be initially issued and registered as provided in
Section 4. Registered ownership of such Series 1998 Bonds, or any portion thereof, may not
thereafter be transferred except:
(i) To any successor of Cede & Co., as nominee of The Depository Trust Company,
or its nominee, or to any substitute depository designated pursuant to clause (ii) of this
section (a "substitute depository"); pmAded, that any successor of Cede & Co., as
nominee of The Depository Trust Company or substitute depository, shall be qualified
under any applicable laws to provide the services proposed to be provided by it;
(ii) To any substitute depository not objected to by the District or the County, upon
(1) the resignation of The Depository Trust Company or its successor (or any substitute
depository or its successor) from its functions as depository, or (2) a determination by
the County (upon consultation with the District) to substitute another depository for The
Depository Trust Company (or its successor) because The Depository Trust Company or
its successor (or any substitute depository or its successor) is no longer able to carry out
its functions as depository; pm , that any such substitute depository shall be qualified
under any applicable laws to provide the services proposed to be provided by it; or
(iii) To any person as provided below, upon (1) the resignation of The Depository
Trust Company or its successor (or substitute depository or its successor) from its
functions as depository, or(2) a determination by the County(upon consultation with the
District) to remove The Depository Trust Company or its successor (or any substitute
depository or its successor) from its functions as depository.
(b) In the case of any transfer pursuant to clause (i) or clause (ii) of
subsection (a) of this section, upon receipt of the outstanding Series 1998 Bonds by the Paying
Agent, together with a written request of the District or County to the Paying Agent, a new
Series 1998 Bond for each maturity shall be executed and delivered (in the case of Current
Interest Series 1998 Bonds, in the aggregate principal amount of the Current interest Series 1998
Bonds then outstanding, and in the case of Capital Appreciation Series 1998 Bonds, in the
aggregate maturity value of the Capital Appreciation Series 1998 Bonds then outstanding),
registered in the name of such successor or such substitute depository, or their nominees, as the
case may be, all as specified in such written request of the District or County. In the ease of
any transfer pursuant to clause (iii) of subsection (a) of this section, upon receipt of the
outstanding Series 1998 Bonds by the Paying Agent together with a written request of the
District or County to the Paying Agent, new Series 1998 Bonds shall be executed and delivered
SF2-91572.2 -10
in such denominations, numbered in the manner determined by the Paying Agent, and registered
in the names of such persons, as are requested in such written request of the District or County,
subject to the limitations of Section 5 and the receipt of such a written request of the District or
County, and thereafter, the Series 1998 Bonds shall be transferred pursuant to the provisions set
forth in Section 10 of this resolution; , , that the Paying Agent shall not be required to
deliver such new Series 1998 Bonds within a period of less than sixty (60) days after the receipt
of any such written request of the District or County.
(c) The County, the District and the Paying Agent shall be entitled to treat the
person in whose name any Series 1998 Bond is registered as the owner thereof, notwithstanding
any notice to the contrary received by the County, the District or the Paying Agent; and the
County, the District and the Paying Agent shall have no responsibility for transmitting payments
to, communicating with, notifying,or otherwise dealing with any beneficial owners of the Series
1998 Bonds, and neither the County, the District or the Paying Agent shall have any
responsibility or obligation, legal or otherwise, to the beneficial owners or to any other party,
including The Depository Trust Company or its successor (or substitute depository or its
successor), except for the Owner of any Series 1998 Bonds.
(d) So long as the outstanding Series 1998 Bonds are registered in the name of
Cede & Co. or its registered assigns, the District, the County and the Paying Agent shall
cooperate with Cede & Co., as sole Owner, or its registered assigns in effecting payment of the
principal of and interest on the Series 1998 Bonds by arranging for payment in such manner that
funds for such payments are properly identified and are made immediately available (e.g., by
wire transfer) on the date they are due.
• Mdfer and BMhanae: (a) Tranaki. Following the termination
or removal of the depository pursuant to Section 9 hereof, any Series 1998 Bond may, in
accordance with its terms, be transferred, upon the books required to be kept pursuant to the
provisions of Section 8(c) hereof, by the Owner thereof, in person or by the duly authorized
attorney of such Owner, upon surrender of such Series 1998 Bond to the Paying Agent for
cancellation, accompanied by delivery of a duly executed written instrument of transfer in a form
approved by the Paying Agent.
Whenever any Series 1998 Bond or Bonds shall be surrendered for transfer, the
designated County officials shall execute and the Paying Agent shall authenticate and deliver,
as provided in Section 4, a new Series 1998 Bond or Bonds of the same series, maturity and
interest payment mode (in the case of Current Interest Series 1998 Bonds, for a like aggregate
principal amount, and in the case of Capital Appreciation Series 1998 Bonds, for a like
aggregate maturity value). The Paying Agent may require the payment by any Owner of Series
1998 Bonds requesting any such transfer of any tax or other governmental charge required to
be paid with respect to such transfer.
No transfer of any Series 1998 Bond shall be required to be made by the Paying
Agent during the period from (1) the close of business on the applicable Record Date to and
including the succeeding interest date, or (2) the close of business on the date on which notice
02-915712 _ 11
is given that such Series 1998 Bond has been selected for redemption in whole or in part, to and
including the designated redemption date.
(b) . The Series 1998 Bonds may be exchanged for Series 1998 Bonds
of other authorized denominations of the same maturity and interest payment mode, by the
Owner thereof, in person or by the duly authorized attorney of such Owner, upon surrender of
such Series 1998 Bond to the Paying Agent for cancellation, accompanied by delivery of a duly
executed request for exchange in a form approved by the Paying Agent.
Whenever any Series 1998 Bond or Bonds shall be surrendered for exchange, the
designated County officials shall execute and the Paying Agent shall authenticate and deliver,
as provided in Section 4, a new Series 1998 Bond or Bonds of the same maturity and interest
payment mode(in the case of Current Interest Series 1998 Bonds, for a like aggregate principal
amount, and in the case of Capital Appreciation Series 1998 Bonds, for a like aggregate maturity
value). The Paying Agent may require the payment by the Owner requesting such exchange of
any tax or other governmental charge required to be paid with respect to such exchange.
No exchange of any Series 1998 Bonds shall be required to be made by the Paying
Agent during the period from (1) the close of business on the applicable Record Date to and
including the succeeding interest date, or (2) the close of business on the date on which notice
is given that such Series 1998 Bond has been selected for redemption in whole or in part, to and
including the designated redemption date.
Sg&fign 11. Obligation of District: The Series 1998 Bonds represent the
obligation of the District. The money for the payment of principal, redemption premium,if any,
and interest with respect to the Series 1998 Bonds shall be raised by taxation upon all taxable
property in the District and provision shall be made for the levy and collection of such taxes in
the manner provided by law and for such payment out of the interest and sinking fund of the
District, and the Board of Supervisors of the County hereby covenants to levy ad valorem taxes
for the payment of the Series 1998 Bonds on all property in the District subject to taxation by
the District without limitation as to rate or amount (except certain personal property which is
taxable at limited rates).
Sectio. Sale of Bonds: (a) (Official Notice of Sale:LDate of Sale. The
Official Notice of Sale inviting bids for the Series 1998 Bonds, in substantially the form on file
with the Clerk of this Board of Supervisors, is hereby approved, and the County Treasurer is
hereby authorized and directedd to cause the Official Notice of Sale to be completed, upon
consultation with the Superintendent of the District and Sutro & Co. Incorporated, 555 South
Flower Street, Suite 3400, Los Angeles, financial advisor to the District with respect to the
Series 1998 Bonds (herein called the "Financial Advisor"), by inserting therein the maturity
schedules for the Series 1998 Bonds, and making such other corrections, revisions or additions
as shall be deemed necessary. The Financial Advisor is hereby authorized and directed to cause
to be mailed to prospective bidders for the Bonds copies of said Official Notice of Sale in the
form finally approved.
s?2-91572.2 '12
Bids for the Series 1998 Bonds shall be received on behalf of this Board of
Supervisors on March 31, 1998 (or on such other date as shall be determined by the County
Treasurer, so long as such date is not later than May 29, 1998), at the hour and place designated
in said Official Notice of Sale.
(b) Advertisemot for Bids. The Notice of Intention to Sell Bonds, in
substantially the form on file with the Clerk of this Board of Supervisors, is hereby approved,
and the Clerk of this Board of Supervisors is hereby authorized and directed to cause the Notice
of Intention to Sell Bonds, subject to such corrections, revisions or additions thereto as shall be
deemed necessary upon consultation with the Superintendent of the District and the Financial
Advisor, to be published once at least fifteen (15) days before the date of sale in a financial
publication generally circulated throughout the State of California or which the Financial Advisor
advises is expected to be disseminated among prospective bidders for the Bonds, and to publish
said notice beginning on a date no later than the date fourteen (14)days prior to the date of sale,
once a week, on the same day of each week, for at least two weeks in a newspaper of general
circulation published in the County.
(c) Award of Bonds: Certificate of Award. The County Treasurer or his
designee, as delegate of this Board of Supervisors, is hereby authorized to entertain bids for the
Current Interest Series 1998 Bonds and the Capital Appreciation Series 1998 Bonds, and to
accept the lowest true interest cost bid, provided that (i) such true interest cost shall be no
greater than eight per cent (8%), calculated as specified in the Official Notice of Sale, (ii) the
maximum interest rate on the Current Interest Series 1998 Bonds shall not be in excess of eight
per cent(8%)per annum; (iii)the Capital Appreciation Series 1998 Bonds shall accrete in value
to their maturity values at a compounded interest rate not in excess of eight per cent (8%) per
annum; (iv) the price to be paid for the Current Interest Series 1998 Bonds shall not be less than
the par value thereof, plus accrued interest, if any, to the date of delivery, plus such premium
as is specified in the bid; and (v) the underwriter's discount for the sale of the Capital
Appreciation Series 1998 Bonds shall not be in excess of 1.5% of the principal amount of the
Capital Appreciation Series 1998 Bonds sold.
If such true interest cost and price are acceptable to the County Treasurer, the
County Treasurer or his designee, acting at the direction of the Board of Supervisors is hereby
authorized to award the sale of the Bonds by executing a Certificate of Award naming the
successful bidder and determining all remaining terms of Series 1998 Bonds, and such execution
shall constitute conclusive evidence of the approval of the County Treasurer and of this Board
of the terms of the Series 1998 Bonds and the sale thereof, including any change therein from
the terms specified in the Official Notice of Sale; provided that the terms of the Series 1998
Bonds and the sale thereof shall conform in all respects with the limitations contained in this
Resolution.
The Certificate of Award shall recite the aggregate principal amount of the Series
1998 Bonds, and with respect to the Current Interest Series 1998 Bonds, shall recite the date
thereof, the maturity dates, principal amounts and annual rates of interest of each maturity
thereof, the initial and semiannual interest payment dates thereof, and the terms of optional and
mandatory sinking fund redemption thereof; and with respect to the Capital Appreciation Series
sF2-81572.2 -13
1998 Bonds, shall recite the date thereof, the initial principal amounts, matprity dates, and
maturity values of each maturity thereof, the initial and semiannual interest dates thereof, and
the terms of optional and mandatory sinking fund redemption thereof.
(d) Stearate ids and Awards. Upon the advice of the Superintendent of the
District, the County Treasurer (or his designee) is hereby authorized and directed to entertain
separate bids for the Current Interest Series 1998 Bonds and the Capital Appreciation Series
1998 Bonds, and to separately award the sale of the Series 1998 Bonds to the maker of the best
responsive bid for the Current Interest Series 1998 Bonds and the Capital Appreciation Series
1998 Bonds,respectively,upon the terms and subject to the requirements described in subsection
(c) of this Section as shall be appropriate in each case. If no bid for either the Current Interest
Series 1998 Bonds or the Capital Appreciation Series 1998 Bonds is acceptable, the County
Treasurer is requested to reject all bids for the Series 1998 Bonds of either or both lots and to
re-bid such Series 1998 Bonds or, if necessary, sell such Series 1998 Bonds by negotiated sale
as permitted by law.
In the event it is determined that separate bids will be requested, and if the
Financial Advisor deems it to be advisable, the Board of Supervisors hereby authorizes the
preparation of a separate Official Notice of Sale for each lot of the Series 1998 Bonds offered.
(e) Consent ter Financial Advisor to-Bid-for Bonds. The District, by its resolution
referred to in Section 2 hereof, has expressly authorized Sutro & Co. Incorporated, Financial
Advisor to the District with respect to the Series 1998 Bonds, to bid for the Series 1998 Bonds,
and to acquire such Series 1998 Bonds as principal either alone or as a participant in a syndicate
or other similar a,-count formed for the purpose of purchasing the Series 1998 Bonds, directly
or indirectly from the County.
Section 13. Deposit and Investment of s: (a) The proceeds of sale of
the Series 1998 Bonds, exclusive of any premium and accrued interest received, shall be
deposited in the County treasury to the credit of the building fund of the District. Any premium
and accrued interest shall be deposited upon receipt in the interest and sinking fund of the
District within the County treasury.
(b) All funds held by the County Treasurer hereunder shall be invested at the
County Treasurer's discretion pursuant to law and the investment policy of the County, unless
otherwise directed in writing by the District.
(i) At the written direction of the District, all or any portion of the building fund
of the District may be invested in the Local. Agency Investment Fund in the treasury of
the State of California.
(ii) At the written direction of the District, all or any portion of the building fund
of the District may be invested in investment agreements, including guaranteed
investment contracts, which comply with the requirements of each rating agency then
rating the Series 1998 Bonds.
SP2-81M.2 -14
SMion 14. TM .Covens t: The County ikek owledges and relies upon the fact
that the District has represented that it shall not take any action, or fail to take any action, if
such action or failure to take such action would adversely affect the exclusion from gross income
of the interest payable on the Series 1998 Bonds under Section 103 of the Internal Revenue Code
of 1986, as amended (the "Code"), and upon the fact that the District has covenanted that it will
comply with the requirements of the 'pax Certificate of the District with respect to the Series
1998 Bonds, to be entered into by the District as of the date of issuance of the Series 1998
Bonds, and further that such representation and covenant shall survive payment in full or
defeasance of the Series 1998 Bonds.
The County acknowledges and relies upon the fact that the District has represented
that the reasonably anticipated amount of qualified tax.-exempt obligations which has been and
will be issued by the District, or by the Board of Supervisors of the County on behalf of the
District, in 1998 does not exceed $10,004,000, and this Board of Supervisors on behalf of the
District and in reliance upon such representation, hereby designates the Bonds to be qualified
tax-exempt obligations pursuant to Section 265(b)(3)(B) of the Code.
Section- 15. Continuing Disclosure Certificate: The County acknowledges and
relies upon the fact that the District has represented that it shall execute a Continuing Disclosure
Certificate containing such covenants of the District as shall be necessary to comply with the
requirements of Securities and Exchange Commission Rule 15c2-12, and upon the fact that the
District has covenanted that it will comply with and carry out all of the provisions of such
Continuing Disclosure Certificate.
Section . Limited Resnonsibili , for Official Stateme t: Neither the Board of
Supervisors nor any officer of the County has prepared or reviewed the official statement of the
District describing the Series 1998 Bonds (the "Official Statement"), and this Board of
Supervisors and the various officers of the County take no responsibility for the contents or
distribution thereof, RroyW , however, that solely with respect to a section contained or to be
contained therein describing the County's investment policy, current portfolio holdings, and
valuation procedures, as they may relate to funds of the District held by the County Treasurer,
the County Treasurer is hereby authorized and directed to prepare and review such information
for inclusion in the District's Official Statement and in a preliminary Official Statement, and to
certify to the District prior to or upon the issuance of the Series 1998 Bonds that the information
contained in such section does not contain any untrue statement of a material fact or omit to state
any material fact necessary in order to make the statements made therein, in the light of the
circumstances under which they are made, not misleading.
. AgWyAl of Actions: The Chair of this Board of Supervisors, the
Clerk of this Board of Supervisors, the County Auditor-Controller, the County Counsel, and the
County Treasurer and the deputies and designees of any of them, are hereby authorized and
directed to execute and deliver any and all certificates and representations, as may be acceptable
to County Counsel, including signature certificates, no-litigation certificates, and other
certificates proposed to be distributed in connection with the sale of the Series 1998 Bonds,
necessary and desirable to accomplish the transactions authorized herein.
sF2-91372.2 15
Se,cfion 1 . Effec ive Da e: This resolution shall take effect from and after its
adoption.
PASSED AND ADOPTED this day, February 10, 1998, by the following vote:
AYES: SUPERVISORS: Uilkema, Gerber, DeSaulnier, Ganciamilla and Rogers
NOES: None
ABSM14T: None
ABSTAIN: None
Chair of a Board o�Supervisors
ATTEST: PHIL BATCHELOR, Clerk of the Board of
Supervisors and County Administrator
r-1
By: 0j,J0041
DepK Clerk o the Board of Supervisors
SO ORDERM.
SF2-81572.2 16
CLERK'S CERTIFICATE
I, Phil Batchelor, Clerk of the Board of Supervisors (the "Board") and County
Administrator of the County of Contra Costa, do hereby certify that the attached is a full, true
and correct copy of a resolution and order duly adopted at a regular meeting of the Board duly
and regularly and legally held at the regular meeting place thereof on February 10, 1998, and
duly entered in the minutes of said meeting, of which meeting all the members of the Board had
due notice and at which a quorum thereof was present. Said resolution was adopted by the
following vote:
AYES: Supervisors Uil.kema, Gerber, DeSaulnier, Canciamill.a and Rogers
NOES: None
ABSTAIN: None
ABSENT: None
An agenda of said meeting was posted at least 72 hours before said meeting at 651
Pine Street, Martinez, California, a location freely accessible to members of the public, and a
brief description of said resolution appeared on said agenda. A copy of said agenda is attached
hereto.
I further certify that I have carefully compared the attached copy with the original
minutes of said meeting on file and of record in my office. Said resolution has not been
amended, modified or rescinded since the date of its adoption and the same is now in full force
and effect.
WITNESS my hand this 10th day of February , 1998.
PHIL BATCHELOR, Clerk of the Board of
Supervisors and County Administrator
r1AVh 0.1 J,4" 1Pj
Dep Clerk of the Board of Supervisors
County of Contra Costa
EDIT A
[Form of Current Interest Series 1998 Bond]
Number UNITED STATES OF AMERICA Amount
R-- STATE OF CALIFORNIA $
COUNTY OF CONTRA COSTA
ORINDA UNION SCHOOL DISTRICT
GENERAL OBLIGATION BONDS, ELECTION OF 1995, SERM 1998
CURRENT INTEREST BOND
t
This bond is part of an issue of bonds which have been designated
by the issuer as qualified tax-exempt obligations for purposes of
section 265(b)(3)of the Internal Revenue Code of 1986.
Maturity Date Interest Rate Dated as of CUSIP NO.
October 15, % April 15, 1998
Registered Owner: CEDE&CO.
Principal Sum: DOLLARS
Orinda Union School District, County of Contra Costa, State of California (herein called the
"District"), acknowledges itself indebted to and promises to pay to the registered owner identified above or
registered assigns,on the maturity date set forth above or upon prior redemption hereof,the principal sum specified
above in lawful money of the United States of America, and to pay interest thereon in like lawful money from the
interest payment date next preceding the date of authentication of this bond(unless this bond is authenticated as of
a date during the period after the Record Date(as defined herein)next preceding any interest payment date to and
including such interest payment date,in which event it shall bear interest from such interest payment date, or unless
this bond is authenticated on or before April 1, 1999, in which event it shall bear interest from the date hereof) at
the interest rate per annum stated above, payable on April 15, 1999, and thereafter on April 15 and October 15 in
each year, until payment of said principal sum.
The principal hereof is payable to the registered owner hereof upon the surrender hereof at the
principal corporate trust office (as defined in the Resolution) of First Tryst of California, National Association
(herein called the"Paying Agent"),the paying agent/registrar and transfer agent of the District. The interest hereon
is payable to the person whose name appears on the bond registration books of the Paying Agent as the registered
owner hereof as of the close of business on the first day of the month in which an interest payment date occurs(the
"Record Date"), whether or not such day is a business day, such interest to be paid by check or draft mailed to such
registered owner at the owner's address as it appears on such registration books,or at such other address filed with
the Paying Agent for that purpose. Upon written request, given no later than the Record Date immediately
preceding an interest payment date, of the owner of current interest Bands(hereinafter defined)aggregating at least
$1,000,000 in principal amount, interest will be paid in immediately available funds(e.g., by wire transfer) to an
account maintained in the United States as specified by the owner in such request. So long as Cede &Co. or its
registered assigns shall be the registered owner of this bond,payment shall be made in immediately available funds
as provided in the Resolution hereinafter described.
SF2-81572.2 A-1
This bond is one of a duly authorized issue of bonds of like tenor (except for such variations, if
any,as may be required to designate varying series,numbers,denominations,interest rates,interest payment modes,
maturities and redemption provisions),amounting in the aggregate to$ ,and designated as "Orinda
Union School District General Obligation Bonds, Election of 1995, Series 1998" (the "Bonds"). The Bonds were
authorized by a vote of at least two-thirds of the voters voting at an election duly and legally called, held and
conducted in the District on March 7, 1995. The Bonds are issued and sold by the Board of Supervisors of the
County of Contra Costa, State of California, pursuant to and in strict conformity with the provisions of the
Constitution and laws of said State, and of a resolution(herein called the "Resolution")adopted by said Board of
Supervisors on February 10, 1998, and subject to the more particular terms specified in the Certificate of Award
of the Bonds executed by the Treasurer of the County on March 31, 1998,which provisions are incorporated herein
by reference as if set forth herein.
The current interest Bonds are issuable as fully registered bonds without coupons in the
denomination of$5,000 principal amount or any integral multiple thereof, provided that no current interest Bond
shall have principal maturing on more than one principal maturity date. Subject to the limitations and conditions
and upon payment of the charges, if any, as provided in the Resolution, Bonds may be exchanged for a like
aggregate principal amount of Bondi of the same series, interest payment mode, and maturity of other authorized
denominations.
This bond is transferable by the registered owner hereof,in person or by attorney duly authorized
in writing, at the principal corporate trust 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
bond. Upon such transfer, a new Bond or Bonds of authorized denomination or denominations of the same series,
interest payment mode, and same aggregate principal amount 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 current interest Bonds shall be subject to optional and mandatory sinking fund redemption
prior to their respective stated maturity dates under the circumstances and upon the conditions described in the
Resolution, and pursuant to the more specific terms contained in the Certificate of Award of the Bonds dated
March 31, 1998. If this bond is called for redemption and payment is duly provided therefor, interest shall cease
to accrue hereon from and after the date fixed for redemption.
In reliance upon the representations, certifications and declarations of the District, the Board of
Supervisors hereby certifies and declares that the total amount of indebtedness of the District,including the amount
of this bond, is within the limit provided by law; that all acts, conditions and things required by law to be done or
Performed precedent to and in the issuance of this bond have been done and performed in strict conformity with
the laws authorizing the issuance of this bond; and that this bond is in substantially the form prescribed by order
of the Board of Supervisors duly made and entered on its minutes. The Bonds represent an obligation of the District
payable out of the interest and sinking fund of the District,and the money for the payment of principal of,premium,
if any, and interest hereon, shall be raised by taxation upon the taxable property of the District.
This bond shall not be entitled to any benefit under the Resolution,or become valid or obligatory
for any purpose, until the certificate of authentication and registration hereon endorsed shall have been signed by
the Paying Agent.
SP2-81572.2 A-2
IN WITNESS WHEREOF the Board of Supervisors of the County of Contra Costa has caused
this bond to be signed by its Chair and by the Treasurer of the County,and to be countersigned by the Deputy Clerk
of said Board, as of the date set forth above.
Chair of the Board of Supervisors
County of Contra Costa
Treasurer
County of Contra Costa
Countersigned:
Deputy Cl er of e BoR of Npervisors
sF2-61572.2 A-3
PAYING AGENT'S CERTIFICATE OF AUTHENTICATION
AND REGISTRATION
This is one of the current interest Bonds described in the within-mentioned Resolution and
authenticated and registered on ' 1998.
First Trust of California, National Association, Los Angeles,
California, as Paying Agent/Registrar and Transfer Agent
By
Authorized Officer
DTC LEGEND
Unless this certificate is presented by an authorized repromtstive of The Depository Trust
Company, a New York corporation ("DTC"), to Issuer or its agent for registration of transfer, exchange, or
payment, and any certificate issued is registered in the name of Cede&Co. or in such other name as is requested
by an authorized representative of DTC (and any payment is made to Cede& Co. or to such other entity as is
requested by an authorized representative of DTC),ANY TRANSFER,PLEDGE,OR OTHER USE HEREOF FOR
VALUE OR OTHERWISE BY OR TO ANY PERSON IS WRONGFUL inasmuch as the registered owner hereof,
Cede & Co., has an interest herein.
[STATEMENT OF INSURANCE]
ASSIGNMENT
For value received the undersigned do(es) hereby sell, assign and transfer unto
the within-mentioned registered bond and hereby irrevocably constitute(s)and appoint(s)
attorney, to transfer the same on the books of the Paying Agent/Registrar and Transfer
Agent with full power of substitution in the premises.
Dated:
NOTE: The signatures)on this Assignment must correspond
with the name(s)as written on the face of the within registered
bond in every particular, without alteration or enlargement or
any change whatsoever.
Signature Guarantee.
Notice: Signature must be guaranteed by an eligible
guarantor institution
M-81572.2 A-4
EXH[BTT B
[Form of Capital Appreciation Series 1998 Bond]
Number UNITED STATES OF AMERICA Maturity Value
R- STATE OF CALIFORNIA $
COUNTY OF CONTRA COSTA
ORINDA UNION SCHOOL DISTRICT
GENERAL OBLIGATION BONDS, ELECTION OF 1995, SERIES 1998
CAPITAL APPRECIATION BOND
This bond is part of an issue of bonds which have been designated
by the issuer as qualified tax-exempt obligations for purposes of
section 265(b)(3) of the Internal Revenue Code of 1986.
Maturity Date Dated as of CUSIP NO.
October 15, ' 1998
Registered Owner: CEDE& CO.
Initial Principal
Amount: DOLLARS
Accreted Value
at Maturity: DOLLARS
Orinda Union School District of the County of Contra Costa, State of California(herein called the
"District"),acknowledges itself indebted to and promises to pay,on the maturity date specified above or upon prior
redemption hereof, in lawful money of the United States of America, to the registered owner identified above or
registered assigns, the accreted value hereof on such date, consisting of the initial principal amount hereof plus
interest accreted thereon to such date(in accordance with the Resolution hereinafter defined and as reflected in the
Table of Accreted Values hereinafter set forth;gMjd ,that any accreted value determined in accordance with the
Resolution shall prevail over any accreted values given in the Table of Accreted Values), commencing on the date
hereof, compounded on April 15 and October 15 of each year commencing on October 15, 1998, assuming in any
such semiannual period that such interest accretes in equal daily amounts on the basis of a 960-day year of twelve
30-day months, until the obligation represented hereby shall have been discharged, as provided in the Resolution
hereinafter defined, upon the surrender hereof at the principal corporate trust office (as defined in the Resolution)
of First Trust of California,National Association(herein called the"Paying Agent"),the paying agent/registrar and
transfer agent of the District.
This bond is one of a duly authorized issue of bonds of like tenor(except for such variations, if
any, as may be required to designate varying series, numbers, denominations, interest rates or yields, interest
payment modes, maturities and redemption provisions), amounting in the aggregate to$ principal
amount,and designated as "Orinda Union School District General Obligation Bonds,Election of 1995,Series 1998"
(the "Bonds"). The Bonds were authorized by a vote of at least two-thirds of the voters voting at an election duly
and legally called, held and conducted in the District on March 7, 1995. no Bonds are issued and sold by the
Board of Supervisors of the County of Contra Costa, State of California,pursuant to and in strict conformity with
the provisions of the Constitution and laws of said State,and of a resolution(herein called the"Resolution")adopted
SF2-81572.2 B_1
by said Board of Supervisors on February 10, 1998, and subject to the more particular terms specified in the
Certificate of Award of the Bonds executed by the Treasurer of the County on March 31, 1998, which provisions
are incorporated herein by reference as if set forth herein.
The capital appreciation Bonds are issuable as fully registered bonds without coupons in the
denomination of$5,000 accreted value at maturity (the "maturity value") or any integral multiple thereof, except
that the first numbered capital appreciation Bond may be issued in a denomination such that the maturity value of
such capital appreciation Bond shall not be in an integral multiple of $5,000, and provided that no capital
appreciation Bond shall have principal maturing on more than one principal maturity date. Subject to the limitations
and conditions and upon payment of the charges, if any, as provided in the Resolution, Bonds may be exchanged
for a like aggregate maturity value of Bonds of the same series, interest payment mode, and maturity of other
authorized denominations.
This bond is transferable by the registered owner hereof,in persm or by attorney duly authorized
in writing, at said 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 Bond. Upon such transfer,
a new Bond or Bonds of authorized denomination or denominations for the same series and interest payment mode
and same aggregate maturity value 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 capital appreciation Bonds shall be subject to optional and mandatory sinking fund redemption
prior to their respective stated maturity dates under the circumstances and upon the conditions described in the
Resolution, and pursuant to the more specific terms contained in the Certificate of Award of the Bonds dated
March 31, 1998. If this bond is called for redemption and payment is duly provided therefor, interest shall cease
to accrue hereon from and after the date fixed for redemption.
In reliance upon the representations, certifications and declarations of the District, the Board of
Supervisors hereby certifies and declares that the total amount of indebtedness of the District,including the amount
of this bond, is within the limit provided by law, that all acts, conditions and things required by law to be done or
performed precedent to and in the issuance of this bond have been done and performed in strict conformity with
the laws authorizing the issuance of this bond, and that this bond is in substantially the form prescribed by order
of this Board duly made and entered on its minutes. The Bonds represent an obligation of the District payable out
of the interest and sinking fund of the District, and the money for the payment of the maturity value of this bond
(or redemption price hereof upon redemption prior to maturity),shall be raised by taxation upon the taxable property
of said District.
This bond shall not be entitled to any benefit under the Resolution,or become valid or obligatory
for any purpose, until the certificate of authentication and registration hereon endorsed shall have been signed by
the Paying Agent.
sF2-81572.2 B-2
IN WITNESS WHEREOF the Board of Supervisors of the County of Contra Costa has caused
this bond to be signed by its Chair and by the Treasurer of the County, and to be countersigned by the Deputy Clerk
of said Board, as of the date set forth above.
Chair of the Board of Supervisors
County of Contra Costa
Treasurer
County of Contra Costa
Countersigned:
Deputy Cl er o e BoO of Supervisors
stn-91572.2 )B_g
PAYING AGENT'S CERTIFICATE OF AUTHENTICATION
AND REGISTRATION
This is one of the capital appreciation Bonds described in the within-mentioned Resolution and
authenticated and registered on ' 1998.
First Trust of California, National Association, Los Angeles,
California, as Paying Agent/Registrar and Transfer Agent
By
Authorized Officer
DTC LEGEND
Unless this certificate is presented by an authorized representative of The Depository Trust
Company, a New York corporation ("DTC"), to Issuer or its agent for registration of transfer, exchange, or
payment, and any certificate issued is registered in the name of Cede&Co. or in such other name as is requested
by an authorized representative of DTC (and any payment is made to Cede & Co. or to such other entity as is
requested by an authorized representative of DTC),ANY TRANSFER,PLEDGE,OR OTHER USE HEREOF FOR
VALUE OR OTHERWISE BY OR TO ANY PERSON IS WRONGFUL inasmuch as the registered owner hereof,
Cede &Co., has an interest herein.
[STATEMENT OF INSURANCE]
ASSIGNMENT
For value received the undersigned do(es) hereby sell, assign and transfer unto
the within-mentioned registered bond and hereby irrevocably constitute(s)and appoint(s)
attorney, to transfer the same on the books of the Paying Agent/Registrar and Transfer
Agent with full power of substitution in the premises.
Dated:
NOTE: The aignature(s)on this Assignment must correspond
with the name(s)as written on the face of the within registered
bond in every particular, without alteration or enlargement or
any change whatsoever.
Signature Guarantee:
Notice: Signature must be guaranteed by an eligible
guarantor institution
sr2-81572.2 $-4
rTABLE OF ACCRETED VALUES]
SF2-81572.2 $-5