HomeMy WebLinkAboutRESOLUTIONS - 01012003 - 2003-146 RESOLUTION NO. 2003/146
Dated: Febnyg y 25, 2003
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF CONTRA
COSTA, STATE OF CALIFORNIA,AUTHORIZING THE ISSUANCE AND SALE OF NOT
TO EXCEED $72,000,000 OF "SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
GENERAL OBLIGATION BONDS, ELECTION OF 2002, SERIES 2003" BY A
NEGOTIATED SALE PURSUANT TO A BOND PURCHASE CONTRACT, PRESCRIBING
THE TERMS OF SALE OF SAID BONDS, APPROVING THE FORM OF AND
AUTHORIZING THE EXECUTION AND DELIVERY OF SAID BOND PURCHASE
CONTRACT, AND AUTHORIZING THE EXECUTION OF NECESSARY CERTIFICATES
RELATING TO SAID BONDS.
WHEREAS, an election was duly called and regularly held in the San Ramon Valley
Unified School District, County of Contra Costa, California (herein called the "District"), on
November 5, 2002, at which the following proposition summary was submitted to the electors of
the District:
"To renovate, upgrade and expand local schools; provide safe,
modern classrooms relieve overcrowding; replace substandard
electrical, heating and cooling systems; add new science and
technology labs; replace portable classrooms with permanent
classrooms; and to qualify for State matching funds; shall San Ramon
Valley Unified School District issue $260 million in bonds at interest
rates within the legal limit, with a citizens' oversight committee and
independent audits to ensure funds are spent only on specified school
improvements?"
and
WHEREAS, 55% of the votes cast on said proposition were in favor of issuing said
bonds;and
WHEREAS,none of said Bonds have heretofore been issued or sold;and
WHEREAS, the Board of Education of the District has requested this Board of
Supervisors of the County of Contra Costa (the "County's to issue a portion of said bonds in a
single series designated the "San Ramon Valley Unified School District General Obligation Bonds,
Election of 2002, Series 2003" in an aggregate principal amount not exceeding $72',000,000, and to
authorize the sale of said bonds by a negotiated sale to Altura, Nelson & Co., Incorporated (the
"Underwriter'} pursuant to a Bond Purchase Contract (the "Bond Purchase Contract"}, a form of
which has been submitted to and is on file with the Clerk of this Board of Supervisors, all according
to the terms and in the manner set forth in a resolution duly adopted by the Board of Education of
the District on February 19, 2003, a certified copy of which has been filed with the Clerk of this
Board of Supervisors;and
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WHEREAS, this Board of Supervisors accepts the representation of the District that
it is necessary and desirable that said bonds be issued and sold by a negotiated sale for the purposes
for which said bonds have been authorized and on the terms and conditions set forth in said
resolution of the Board of Education of the District;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
SUPERVISORS OF THE COUNTY OF CONTRA COSTA AS FOLLOWS:
Section 1. Recitals: All of the above recitals are true and correct.
Ser,tign 2. District Resolution Incorporated: The resolution of the Board of
Education of the District adopted on February 19, 2003, 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.
Section 3. Authorization and Designation of Bonds: Pursuant to Section 15140
and following of the Education Code of the State of California, this Board of Supervisors hereby
authorizes on behalf of the San Ramon Valley Unified School District, the issuance and sale of not
to exceed$72,000,000 aggregate principal amount of bonds of the District and designates said bonds
to be issued and sold as the "San Ramon Valley Unified School District General Obligation Bonds,
Election of 2002, Series 2003" (herein called the "Series 2003 Bonds" or the "Bonds"}. The Series
2003 Bonds shall be issued as current interest Series 2003 Bonds.
Section 4. Form of Bonds: Execution: (a) Book-Entrv. The Depository Trust
Company, New York, New York, is hereby appointed depository for the Series 2003 Bonds. The
Series 2003 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 2003 Bonds may not thereafter be transferred except as provided in Section 9 hereof
One bond certificate shall be issued for each maturity of the Series 2003 Bonds.
(b) Form of Certificates. The Series 2003 Bonds shall be issued in fully
registered form without coupons. The Series 2003 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, with necessary or appropriate variations,
omissions and insertions as permitted or required by this Resolution; provided, that if a portion of
the text of any Series 2003 Bond is printed on the reverse of the Series 2003 Bond, the following
legend shall be printed on the face of such Series 2003 Bond: "THE PROVISIONS OF THIS
BOND ARE CONTINUED ON THE REVERSE HEREOF 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 2003 Bonds shall be signeii by the manual
or facsimile signatures of the Chair of this Board of Supervisors and of the Treasurer-Tax Collector
("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 Bonds
shall be authenticated by a manual signature of a duly authorized officer of the Paying Agent (as
defined in Section 8(a) hereof).
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IAN Valid Authentication. Only such of the Series 2003 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
2003 Bonds so authenticated have been duly authenticated and delivered hereunder and are entitled
to the benefits of this Resolution.
(e) Identifying Number. The Paying Agent shall assign each Series 2003 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.
ecti n 5. Terms of Bonds: (a) Date of Bonds.The Series 2003 Bonds shall be
dated March 1,2003,or such other date as shall be set forth in the Bond Purchase Contract.
(b) Denominations. The Series 2003 Bonds shall be issued in denominations of
$5,000 principal amount or any integral multiple thereof.
(c) Maturi . The Series 2003 Bonds shall mature on the date or dates, in each
of the years, in the principal amounts and in the aggregate principal amount as shall be set forth in
the Bond Purchase Contract. No Series 2003 Bond shall mature prior to August 1, 2004, and no
Series 2003 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 Series 2003 Bond shall have principal
maturing on more than one principal maturity date.
(d) Interest. As used in this Resolution and in the Bonds, the terms "interest
payment date," and"interest date" shall be interchangeable,and shall mean February 1 and August 1
of each year,or such other dates specified in the Bond Purchase Contract.
The Series 2003 Bonds shall bear interest at an interest rate not to exceed 12.00%per
annum, first payable on February 1,.2004, and thereafter on February 1 and August 1 in each year
(or on such other initial and semiannual interest payment dates as shall be set forth in the Bond
Purchase Contract, computed on the basis of a 360-day year of twelve 30--day months. Each
Current Interest Series 2003 Bond authenticated and registered on any date prior to the close of
business on the first Record Date (as defined in Section 6(b)) shall bear interest from the date of said
Current Interest Series 2003 Bond. Each Current Interest Series 2003 Bond authenticated during
the period between any subsequent Record Date and the close of business on its corresponding
Interest Payment Date shall bear interest from such Interest Payment Date. Any other Current
Interest Series 2003 Bond shall bear interest from the Interest Payment Date immediately preceding
the date of its authentication. If, at the time of authentication of any Series 2003 Bond,interest is in
default on any outstanding Series 2003 Bonds, such Series 2003 Bond shall bear interest from the
interest payment date to which interest has previously been paid or made available for payment on
the outstanding Series 2003 Bonds.
Section 6. Payment: (a) Princi al. The principal of the Series 2003 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
DOCSSFi:661884.3 3
registered owner thereof(the "Owned'), upon the surrender thereof at the principal corporate trust
office of the Paying Agent.
(b) Interest; Record Date. The interest on the Series 2003 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 15`' day of the month preceding an interest payment date (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 (if a business day, or on the next business day if the interest payment date
does not fall on a business day) to such Owner at such Owner's address as it appears on the bond
registration books described in Section $(c) or at such address as the Owner may have filed with the
Paying Agent for that purpose except that the payment shall be made in immediately available funds
(e.g., by wire transfer) to any Owner of at least $1,000,000 of outstanding Series 2003 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 & Co. or its
registered assigns shall be the Owner of the Series 2003 Bonds, payment shall be made in
immediately available funds as provided in Section 9(d) hereof.
(c) Interest and Sinking Fund: Principal and interest due on the Series 2003
Bonds shall be paid from the interest and sinking fund of the District as provided in Section 15146
of the Education Code.
Section 7. Redemption Provisions: (a) Optional Redemption. The Series 2003
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 designated in the Bond Purchase Contract. The
Bond Purchase Contract may provide that the Series 2003 Bonds shall not be subject to optional
redemption.
Unless otherwise specified in the Bond Purchase Contract, the Series 2003 Bonds
shall be subject to optional redemption as follows: Series 2003 Bonds maturing on or before
August 1, 2011, shall not be subject to redemption prior to their respective stated maturity dates.
The Series 2003 Bonds maturing in each year beginning August 1, 2012, 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 August 1, 2011. If less than
all of the Series 2003 Bonds ate 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 Series 2003
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 Bond Purchase Contract, the Series 2003 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 Series 2003 Bonds called for redemption), together with
interest accrued thereon to the date of redemption:
DMSSF1:661884.3 4
Optional
Redemption Date Redemption Price
August 1, 2011 through July 31,2012 102%
August 1,2012 through July 31,2013 101
August 1,2013 and thereafter 100
The "redemption date" is that date on which the Bonds which are called are to be presented for
redemption.
(b) Mandatory Sinking Fund Rede= tion. The Series 2003 Bonds,if any,which
are designated in the Bond Purchase Contract as Series 2003 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 Bond Purchase Contract. The principal amount of each mandatory sinking fund payment of
any maturity shall be reduced proportionately by the amount of any Series 2003 Bonds of that
maturity optionally redeemed prior to the mandatory sinking fund payment date. The Bond
Purchase Contract may provide that the Series 2003 Bonds shall not be subject to mandatory sinking
fund redemption.
The Auditor-Controller of the County is hereby authorized to create such sinking
funds or accounts for the Series 2003 Bonds as shall be necessary to accomplish the purposes of this
section.
(c) Notice of Redemption. Notice of optional, unscheduled or contingent bond
call redemption of any Series 2003 Bonds shall be given by the Paying Agent upon the written
request of the District. Notice of any such redemption of Series 2003 Bonds shall be mailed postage
prepaid,not less than 30 not more than 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:
(i) the date of such notice;
(ii) the name of the Bonds and the date of issue of the Bonds;
e
(iii) the redemption date;
(iv) the redemption price;
(v) the dates of maturity of the Bonds to be redeemed;
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(vi) (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;
(vii) (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;
(viii) the CUSIP number,if any,of each maturity of Bonds to be redeemed;
(ix) 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
(x) 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 2003 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 (f) 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 loop for the payment of such Bonds and the redemption premium thereon,if
any, 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) Eight to Rescind Notice. The District may rescind any optional redemption
and notice thereof for any reason on any date prior to the date fixed for redemption by causing
written notice of the rescission to be given to the owners of the Bonds so called for redemption.
Any optional redemption and notice thereof shall be rescinded if for any reason on the date fixed
for redemption moneys are not available in the interest and sinking fund or otherwise held in trust
for such purpose in an amount sufficient to pay in full on said date the principal of,interest,and any
premium due on the Bonds called for redemption. Notice of rescission of redemption shall be
given in the same manner in which notice of redemption was originally given. The actual receipt by
the owner of any Bond of notice of such rescission shall not be a condition precedent to rescission,
and failure to receive such notice or any defect in such notice shall not affect the validity of the
rescission.
(f) Redemption 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
DocssFI:661884.3 6
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;provided,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.
(g) 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 any or all outstanding Bonds all of the principal,
interest and premium, if any, represented by such Bonds at the times and in the manner provided
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 (h) 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 trust 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 in the opinion of a certified public accountant:, to pay and discharge the indebtedness on
such Bonds (including all principal, interest and redemption premiums) at or before their respective
maturity dates.
(h) Unclaimed Monies. Any money held in any fund created pursuant to this
Resolution, or by the Paying Agent in trust; for the payment of the principals 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.
DOCSSF t:661884.3 7
ec ' n . Paying Argent: (a) Appointment. BNY Western Trust Company, in
San Francisco,California,is hereby appointed the initial Paying Agent for the Series 2003 Bonds (the
"Paying Agent").
(b) Principal 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 2003 Bonds shall mean in care
of the corporate trust office of BNY Western Trust Company, in San Francisco, California;
provided, 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 the registration and transfer of the Series 2003
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 may prescribe, register
or transfer or cause to be registered or transferred on said books, Series 2003 Bands as provided in
Section 9 hereof.
(d) Payment of Fees 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.
Section 9. Transfer Under Book-Entry System: Disc ntinuatio of Book-Entry
.-stem: (a) The Series 2003 Bonds shall be initially issued and registered as provided in Section 4.
Registered ownership of such Series 2003 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'}; VLg)dded, 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 succesjor) is no longer
able to carry out its functions as depository; providcd, 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
DOCSSF 1:661$84.3 8
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 (u) of
subsection (a) of this section, upon receipt of the outstanding Series 2003 Bonds by the Paying
Agent, together with a written request of the District or County to the Paying Agent, a new Series
2003 Bond for each maturity shall be executed and delivered in the aggregate principal amount of
the Series 2003 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 case of any transfer pursuant to clause (iii) of subsection (a) of this
section, upon receipt of the outstanding Series 2003 Bonds by the Paying Agent together with a
written request of the District or County to the Paying Agent, new Series 2003 Bonds shall be
executed and delivered 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 2003 Bonds shall be transferred pursuant to the
provisions set forth in Section 10 of this resolution; provided, that the Paying Agent shall not be
required to deliver such new Series 2003 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 2003 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 2003
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 2003 Bonds.
(d) So long as the outstanding Series 2003 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 2003 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.
Section 1 . Transfer and Exchange: (a) Tr ser. Following the termination or
removal of the depository pursuant to Section 9 hereof, any Series 2003 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 2003 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 2003 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 2003 Bond or Bonds of the same series, maturity, interest
DOCSSFI:661884.3 9
payment mode and interest rate for alike aggregate principal amount. The Paying Agent may
require the payment by any Owner of Series 2003 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 2003 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 nonce is
given that such Series 2003 Bond has been selected for redemption in whole or in part, to and
including the designated redemption date.
(b) Exchange. The Series 2003 Bonds may be exchanged for Series 2003 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
2003 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 2003 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 2003 Bond or Bonds of the same maturity and interest payment
mode and interest rate for a like aggregate principal amount. 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 2003 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 its
given that such Series 2003 Bond has been selected for redemption in whole or in part, to and
including the designated redemption date.
Section 11. Obligation to bevy Taxes to PIX Bonds: The money for the payment of
principal, redemption premium, if any, and interest with respect to the Series 2003 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 2003 Bonds on all property in the District
subject to taxation by the County without limitation as to rate or amount (except certain personal
property which is taxable at limited rates).
Section 12. Sale ofBonds;Bond Purchase on=ct The Series 2003 Bonds shall
be sold to the Underwriter not later than March 27, 2003. The Bond Purchase Contract submitted
to and on file with the Clerk of this Board of Supervisors providing for the sale by this Board of
Supervisors and the purchase by the Underwriter of the Series 2003 Bonds at a purchase price to be
set forth therein (which purchase price shall be approved by the County Treasurer, this Board of
Supervisors hereby expressly delegating to such officer the authority to execute the Bond Purchase
Contract on its behalf), is hereby approved; provided, that (i) the true interest cost on the Series
2003 Bonds shall not be in excess of 7.00%, (ii) the maximum interest rate on the Series 2003 Bonds
shall not be in excess of 12.00%per annum; (iii) the minimum price for the Series 2003 Bonds shall
be not less than the principal amount thereof; (iv) the underwriter's discount shall not exceed 1.00%
DOCSSFi:661884.3 10
of the aggregate principal amount of the Series 2003 Bonds (excluding any costs of issuance the
Underwriter agrees to pay pursuant to the Bond Purchase Contract); and (v) the Series 2003 Bonds
shall otherwise conform to the limitations specified herein.
The Bond Purchase Contract shall recite the aggregate principal amount of the Series
2003 Bonds, 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. The Bond Purchase Contract, together
with this Resolution, shall constitute the order of the Board of Supervisors for purposes of Section
15230 of the Education Code.
The County Treasurer (or an authorized deputy or delegate of the County Treasurer)
is hereby authorized and directed to accept the offer of the Underwriter when said offer is
satisfactory to the County Treasurer, and to execute and deliver the Bond Purchase Contract on
behalf of the County in substantially the form now on file with this Board of Supervisors,with such
changes therein as shall be approved by the authorized officer of the County executing the same,
and such execution shall constitute conclusive evidence of the County Treasurer's approval and this
Board of Supervisors' approval of any change therein from the form of such Bond Purchase
Contract.
Section 13. Deposit and Investment of Proceeds: (a) The proceeds of sale of
the Series 2003 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 he 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 on behalf of the District in investment agreements,
including guaranteed investment contracts, which comply with the requirements of each
rating agency then rating the Series 2003 Bonds necessary in order to maintain the then-
current rating on the Series 2003 Bonds provided that the Country Treasurer shall be a
signatory to any such investment agreement.
e n`on 14 Tax Covenant~ The County acknowledges and relies upon the fact
that the District has represented and covenanted 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 2003 Bonds under Section 103 of the Internal Revenue
Code of 1986, as amended (the "Code"), and that it will comply with the requirements of the Tax
Certificate of the District with respect to the Series 2003 Bonds, to be entered into by the District as
DOCSSF1:661$$4.3 11
of the date of issuance of the Series 2003 Bonds, and further that such representation and covenant
shall survive payment in full or defeasance of the Series 2003 Bonds.
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 Mule 15c2®12. The County acknowledges and
relies 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 16. limited Responsibility for Official Statement: Neither the Board of
Supervisors nor any officer of the County has prepared or reviewed the official statement of the
District describing the Series 2003 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;
provided, 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 in writing prior to or upon
the issuance of the Series 2003 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.
Section 17. Approval 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 2003 Bonds, necessary and desirable to
accomplish the transactions authorized herein.
DOCSSF1:661884.3 12
Section 18. Effective Date: This resolution shall take effect from and after its
adoption.
PASSED AND ADOPTED this day,February 25,2003,by the following vote:
AYES: Supervisors Gioia, Uilkema, Gerber, Glover and DeSaulnier
NOES: None
ABSTAIN: None
ABSENT: None
Chair of the Board of Supervisors
County of Contra Costa
ATTEST:
Chief Clerk of the Board of Supervisor
County of Contra Costa
DOCSSFt:661884.3 13
CLERKS TTFI
I,John R. Sweeten, Clerk of the Board of Supervisors (the "Board") 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 25, 2003, and entered in the minutes thereof, of which
meeting all the members of the Board had due notice and at which a quorum thereof was present;
that at said meeting said resolution was adopted by the following vote:
AYES. Supervisors Gioia, Uilkema, Gerber, Glover and DeSaulnier
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 same 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 25th day of February -22,003.
Chief Clerk of the Board of Supervisors
County of Contra Costa
1SSF1:661884.3