HomeMy WebLinkAboutMINUTES - 06071988 - 1.135 BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. o r/,3,6 X
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE ISSUANCE OF ANTIOCH UNIFIED
SCHOOL DISTRICT, COUNTY OF CONTRA COSTA, STATE OF
CALIFORNIA, 1988 TAX AND REVENUE ANTICIPATION NOTES
WHEREAS , pursuant to Sections 53850 et sere . of the
Government Code of the State of California (the "Act" )
contained in Article 7 . 6 thereof, entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
July 1) , a school district may borrow money by issuing notes
for any purpose for which the school district is authorized to
expend moneys , including but not limited to current expenses ,
capital expenditures , and the discharge of any obligation or
indebtedness of the school district; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the school district by the Board
of Supervisors of the county, the county superintendent of
which has jurisdiction over the school district, as soon as
possible following the receipt of a resolution of the governing
board of the school district requesting the borrowing; and
WHEREAS , the County Superintendent of the County of Contra
Costa (the "County" ) has jurisdiction over Antioch Unified
School District (the "District" ) , and this Board of Supervisors
of the County (the "County Board" ) has received a resolution of
the Board of Education of the District (the "District Board" ) ,
being the governing board of the District, dated May 25 , 1988 ,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF ANTIOCH
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF 1988 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY TO 'ISSUE SAID
NOTES" (the "District Resolution" ) attached hereto as
Exhibit A, which District Resolution requests the borrowing of
not exceeding Five Million Dollars ($5 , 000 , 000 ) at an interest
rate not exceeding eight percent (8%) through the issuance by
the County Board of .1988 Tax and Revenue Anticipation Notes
(the "Notes" ) in the name of the District; and
WHEREAS, such - Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
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fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year .1988-1989 in which issued; and
WHEREAS, such Notes may not bear interest exceeding twelve
percent (12%) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
WHEREAS, pursuant to Section 53856 of the Act, the District
may pledge any taxes , income, revenue, cash receipts or other
moneys deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and the
District Resolution specifies that certain unrestricted
revenues that will be received by the District for the General
Fund of the District during or allocable to fiscal year
1988-1989 are pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes, income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor, as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of $5 , 000 or
integral multiples thereof , as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase therefor (hereinafter referred to) , as permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in the District Resolution and herein,
as required by Section 53853 of the Act; and
WHEREAS, the County Board has found and determined that
said $5, 000 , 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989 , when added to the
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes , income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
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for which such taxes or other revenues are anticipated and
during which such Notes are outstanding, all as provided in
Section 1 . 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc . , as financial
advisor (the "Financial Advisor" ) , has prepared a form of
Contract of Purchase and has submitted said Contract of
Purchase to this Board, which Contract of Purchase is on file
with the Clerk of the County Board (herein called the "Contract
of Purchase" ) ; and the Board desires an underwriter , as shall
be designated by the Superintendent or Business Manager of the
District (the "Underwriter" ) , to purchase the Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986, as amended (the "Code" ) , under certain
circumstances, certain obligations the interest on 'which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations, " thereby allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations , all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the District Board has represented in the District
Resolution that :
( 1) the Notes authorized by this resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities, has heretofore issued $-0- aggregate principal amount
of obligations (other than those obligations described in
paragraph 4 below) in calendar year 1988 the interest on which
is exempt from federal income tax under Section 103 of the Code;
(3) the District reasonably anticipates that it, together
with its subordinate entities will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in paragraph 4 below) the interest on which is exempt
from federal income tax under to Section 103 of the Code which,
when aggregated with all obligations described in paragraph 2
above, will not exceed an aggregate principal amount of
$10 , 000, 000 ; and
(4) notwithstanding paragraphs 2 and 3 above, the District
and its subordinate entities may have issued in calendar year
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1988 and may continue to issue during the remainder of calendar
year 1988 private activity bonds other than qualified 501(c) (3)
bonds as defined in Section 145 of the Code; and
WHEREAS, the District Board wishes to designate the
Certificates as "qualified tax-exempt obligations" within the
meaning of Section 265(b) (3) of the Code;
NOW, THEREFORE, the Board of Supervisors of the County of
Contra Costa hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof . The County Board hereby determines to and shall issue
in the name of the District, an amount not to exceed $5 , 000 , 000
principal amount of notes under Sections 53850 et sees . of the
Act, designated "Antioch Unified School District, County of
Contra Costa, State of California, 1988 Tax and Revenue
Anticipation Notes" ; to be numbered from 1 consecutively upward
in order of issuance; to be in the denominations of $5, 000 , or
integral multiples thereof , as determined by the Underwriter;
to be dated the date of delivery thereof; to mature (without
option of prior redemption) 364 days from said date of delivery
(or 359 days computed on a 30-day month/360-day year basis) or ,
if such date is not a day on which banks in New York or
California are open for business, on the last day prior to such
date; and to bear interest, payable at maturity and computed on
a 30-day month/360-day year basis , at the rate or rates
determined at the time of sale thereof, but not in excess of
eight percent (8%) per annum. Both the principal of and
interest on the Notes shall be payable, only upon surrender
thereof, in lawful money of the United States of America at the
principal office of a paying agent, as shall be designated by
the Superintendent or Business Manager of the District to be
the paying agent with respect to the Notes (the "Paying Agent" ) .
Section 2 . Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit B attached hereto and by
reference . incorporated herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of Brown
& Wood respecting the validity of said Notes and, immediately
following such legal opinion, a certificate executed with the
facsimile signature of the Chairperson of the County Board (the
"County Chairperson" ) , said certificate to be in substantially
the following form:
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I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes .
(Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds . The moneys so
borrowed shall be deposited in the General Fund of the District .
Section 4 . Payment of Notes .
(A) Source of Payment . The principal amount of the Notes ,
together with the interest thereon, shall be payable from
taxes , income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor . The Notes shall be a general
obligation of the District , and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor , as provided in the
District Resolution and by law.
(B) Pledged Revenues . As security for the payment of the
principal of and interest on the Notes , as provided in the
District Resolution, the District has pledged an amount equal
to fifty percent (50%) of the principal amount of the Notes
from the unrestricted revenues received by the District in the
month ending December 31 , 1988; and an amount equal to fifty
percent (50%) of the principal amount of the Notes from the
unrestricted revenues received by the District in the month
ending April 30 , 1989, plus an amount sufficient to pay
interest on the Notes , from unrestricted revenues received by
the District in the month ending May 31 , 1989 (such pledged
amounts being hereinafter called the "Pledged Revenues" ) . The
term "unrestricted revenues" shall mean taxes , income, revenue,
cash receipts, and other money of the District as provided in
Section 53856 of the Act , which are intended as receipts for
the general fund of the District and which are generally
available for the payment of current expenses and other
obligations of the District .
The principal of the Notes and the interest thereon shall
be a first lien and charge against and shall .be payable from
the first moneys received by the District from such Pledged
Revenues as provided by law.
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In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment Fund, as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in any month, then the amount of such deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held by the County Treasurer/Tax
Collector (the "Treasurer" ) in a special fund designated as the
"Antioch Unified School District, County of Contra Costa, State
of California, 1988 Tax and Revenue Anticipation Notes
Repayment Fund" (herein called the "Repayment Fund" ) and
applied as directed in this Resolution. Any moneys placed in
the Repayment Fund shall be for the benefit of the holders of
the Notes, and until the Notes and all interest thereon are
paid or until provision has been made for the payment of the
Notes at maturity with interest to maturity, the moneys in the
Repayment Fund shall be applied only for the purposes for which
the Repayment Fund is created.
(D) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall , when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District . On the maturity
date of the Notes , the moneys in the Repayment Fund shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer , as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time;
provided that no such investments shall have a maturity date
later than the maturity date of the Notes .
Section 5 . Execution of Notes . The Treasurer, or a
designated deputy thereof , is hereby authorized to sign the
Notes manually or by facsimile signature, and the County
Chairperson is hereby authorized to sign the Notes manually or
by facsimile signature and the Clerk of the County Board (the
"Clerk" ) is hereby authorized to countersign the Notes manually
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or by facsimile signature, provided that at least one of the
foregoing shall sign manually, and said Clerk is hereby
authorized to affix the seal of the County Board thereto by
facsimile impression thereof , and said officers are hereby
authorized to cause the blank spaces thereof to be filled in as
may be appropriate.
Section 6 . Approval of Contract of Purchase. The Contract
of Purchase for the Notes is hereby approved and the Treasurer ,
or designated deputy thereof , or the County Chairperson is
hereby authorized to execute and deliver a . Contract of
Purchase, and the Business Manager of the District is hereby
authorized and requested to acknowledge such Contract,
substantially in the form attached hereto as Exhibit C, but
with such changes therein, deletions therefrom and
modifications thereto as the Treasurer, or designated deputy
thereof, or the County Chairperson may approve, such approval
to be conclusively evidenced by his execution and delivery
thereof; provided, however, that the maximum interest rate on
the Notes shall not exceed eight percent (8%) per annum and the
purchase price thereof shall be no less than the principal
amount of the Notes; and provided, further , that the
Underwriter named therein shall have been so designated by the
Superintendent or the Business Manager of the District . The
Treasurer , an authorized deputy thereof, or the County
Chairperson is further authorized to determine the maximum
principal amount of Notes to be specified in the Contract of
Purchase for sale by the County Board, up to $5 , 000 , 000 and to
enter into and execute the Contract of Purchase with the
Underwriter , if the conditions set forth in this Resolution are
satisfied.
Section 7 . Authorization of Preliminary Official Statement
and Official Statement . The Financial Advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes , to
be used in connection with the offering and sale of the Notes .
The Superintendent, Business Manager or any authorized designee
of such officers of the District, is hereby authorized and
requested to execute and deliver the Official Statement .
Section 8 . Delivery of Notes . The proper officers of the
County Board are hereby authorized and directed to deliver the-
Notes to the Underwriter in accordance with the Contract of
Purchase . All actions heretofore taken by the officers and
agents of the County Board with respect to the sale and
issuance of the Notes are hereby approved, confirmed and
ratified, and the officers of the County Board are hereby
authorized and directed, for and in the name and on behalf of
the County Board, to do any and all things and take any and all
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actions and execute and deliver any and all certificates ,
agreements and other documents, including but not limited to
those described in the Contract of Purchase, which they, or any
of them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and the resolution heretofore adopted by
the District Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the County, and its appropriate officials, have
duly taken all proceedings necessary to be taken by them, and
will take any additional proceedings necessary to be taken by
them, for the levy, collection and enforcement of the secured
property taxes pledged under the District Resolution in
accordance with the law and for carrying out the provisions of
the District Resolution and of this Resolution.
Section 10 . Recitals . All the recitals in this Resolution
above are true and correct and this County Board so finds ,
determines and represents .
Section 11 . Designation as Qualified Tax-Exempt
Obligation. As provided in the District Resolution, the Notes
have been designated as "qualified tax-exempt obligations"
within the meaning of Section 265(b) (3) of the Code .
Section 12 . Action Re Qualified Tax-Exempt Obligation.
Appropriate officials of the County Board and the Treasurer are
hereby authorized and directed to take such other actions as
may be necessary to assist the District in designating such
Notes as "qualified tax-exempt obligations, " including, if
either deemed necessary or appropriate, placing a legend to
such effect on the form of Note in such form as either deemed
necessary or appropriate .
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PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 7th day of June, 1988 , by the
following vote:
AYES: Supervisors Powers , Fanden, McPeak, Torlakson, Schroder.
NOES : None.
ABSENT: None.
By
Chairperson Board of
Supervisors
Attest Phil Batchelor, CI"erk of the Board of
Supervisors and County Administrator
lerk, Board of Su ery sors
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CLERK' S CERTIFICATE
I , Jeanne Maglio, Clerk to the Board of Supervisors of the
County of Contra Costa (the "County" ) , hereby certify as
follows :
The following is a full, true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Supervisors of said County duly and regularly and legally held
at the regular meeting place thereof on June 7, 1988, of which
meeting all of the members of the Board of Supervisors of said
County had due notice and at which a quorum was present .
. I have carefully compared the same with the original
minutes of said meeting on file and of record in the Board of
Supervisors ' office and the foregoing is a full, true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect .
Dated: June 7 , 1988
Cler Board of Sup visors
County of Contra Costa
[Seal]
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EXHIBIT A
RESOLUTION NO.
RESOLUTION OF THE BOARD OF EDUCATION OF ANTIOCH
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF
1988 TAX AND REVENUE ANTICIPATION NOTES FOR SAID
DISTRICT AND REQUESTING THE BOARD OF SUPERVISORS OF
CONTRA COSTA COUNTY TO ISSUE SAID NOTES
WHEREAS, pursuant to Sections 53850 et she of the
Government Code of the State of California (the "Act" )
contained in Article 7 . 6 thereof, entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
July 1) , the Antioch Unified School District (the "District" )
may borrow money by issuing notes for any purpose for which the
District is authorized to expend moneys, including but not
limited to current expenses, capital expenditures, and the
discharge of any obligation or indebtedness of the District; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the District by the Board of
Supervisors of the county (the "County Board" ) , the county
superintendent of which has jurisdiction over the District, as
soon as possible following the receipt of a resolution of the
governing board of the District requesting the borrowing; and
WHEREAS, the County Superintendent of the County of Contra
Costa (the "County") has jurisdiction over the District, and
this Board of Education (the "District Board") , being the
governing board of the District, hereby requests the borrowing
of not to exceed Five Million Dollars ($5, 000, 000) at an
interest rate not to exceed eight percent (8%) through the
issue by the County Board of 1988 Tax and Revenue Anticipation
Notes (the "Notes") in the name of the District; and
WHEREAS, such Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year 1988-1989 in which issued; and
WHEREAS, such Notes may not bear interest to exceed twelve
percent (120) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
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WHEREAS, pursuant to Section 53856 of the Act, the District
may pledge any taxes , income, revenue, cash receipts or other
moneys deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and this
Resolution specifies that certain unrestricted revenues which
will be received by the District for the General Fund of the
District during or allocable to fiscal year 1988-1989 are
pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes, income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor , as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of ' $5 , 000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase ( as defined below) therefor , as permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in this Resolution, as required by
Section 53853 of the Act; and
WHEREAS, the District Board has found and determined that
said $5, 000 , 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989 , when added to the
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes , income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
for which such taxes or other revenues are anticipated and
during which such notes are outstanding, all as provided in
Section 1 . 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc . , as financial
advisor, has prepared a form of Contract of Purchase and has
submitted said Contract to this Board, which Contract of
Purchase is on file with the Clerk of this Board (the "Contract
of Purchase" ) ; and this Board desires to have an underwriter,
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as shall be designated by the Superintendent or Business
Manager of the District (the "Underwriter" ) , purchase the
Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986 , as amended (the "Code" ) , under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations , " thereby allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the District Board hereby represents that:
( 1 ) the Notes authorized by this Resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities , has heretofore issued $ aggregate principal
amount of obligations (other than those obligations described
in Paragraph (4) below) in calendar year 1988 the interest on
which is exempt from federal income tax under Section 103 of
the Code;
(3 ) the District reasonably anticipates that it, together
with its subordinate entities , will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in Paragraph (4) below) the interest on which is
exempt from federal income tax under Section 103 of the Code
which, when aggregated with all obligations described in
Paragraph (2) above, will not exceed an aggregate principal
amount of $10, 000, 000; and
(4 ) notwithstanding Paragraphs (2) and (3) above, the
District and its subordinate entities may have issued in
calendar year 1988 and may continue to issue during the
remainder of calendar year 1988 private activity bonds other
than qualified 501(c) (3) bonds as defined in Section 145 of the
Code; and
WHEREAS, the District Board wishes to designate the Notes
as "qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code;
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NOW, THEREFORE, the Board of Education of Antioch Unified
School District hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof; Paying Agent . The District Board hereby requests the
County Board to issue in the name of the District, an amount
not to exceed $5, 000 , 000 principal amount of Notes under
Sections 53850 et seg. of the Act, designated "Antioch Unified
School District, County of Contra Costa, State of California,
1988 Tax and Revenue Anticipation Notes" (the "Notes" ) ; to be
numbered from 1 consecutively upward in order of issuance; to
be in the denominations of $5, 000 , or integral multiples
thereof, as determined by the Underwriter; to be dated the date
of delivery thereof; to mature (without option of prior
redemption) 364 days from said date of delivery (or 359 days
computed on a 30-day month/360-day year basis) , or if such date
is not a day on which banks in New York or California are open
for business, on the last day prior to such date; and to bear
interest, payable at maturity and computed on a 30-day
month/360-day year basis, at the rate or rates determined at
the time of sale thereof , but not in excess of eight percent
(8%) per annum. Both the principal of and interest on the
Notes shall be payable, only upon surrender thereof, in lawful
money of the United States of America at the principal office
of a paying agent, as shall be designated by the Superintendent
or Business Manager of the District to be the paying agent with
respect to the Notes (the "Paying Agent" ) . This Board hereby
approves the payment of the reasonable fees and expenses of the
Paying Agent as they shall become due and payable.
Section 2 . Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit A attached hereto and by
reference incorporated herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of
Brown & Wood respecting the validity of said Notes and,
immediately following such legal opinion, a certificate
executed with the facsimile signature of the Chairperson of the
County Board (the "County Chairperson" ) , said certificate to be
in substantially the following form:
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I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes .
[Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds; No Arbitrage. The
moneys so borrowed shall be deposited in the General Fund of
the District . The District hereby covenants that it will make
no use of the proceeds of the Notes that would cause the Notes
to be "arbitrage bonds" under Section 148 of the Code; and, to
that end, so long as any of the Notes are outstanding, the
District, and all of its officers having custody or control of
such proceeds , shall comply with all requirements of said
section, including restrictions on the use and investment of
proceeds of the Notes and the rebate of a portion of investment
earnings on certain amounts, including proceeds of the Notes,
if required, to the Federal government, and of the Income Tax
Regulations of the United States Treasury promulgated
thereunder or under any predecessor provisions , to the extent
that such regulations are, at the time, applicable and in
effect, so that the Notes will not be "arbitrage bonds . "
Section 4 . Payment of Notes .
(A) Source of Payment . The principal amount of the Notes,
together with the interest thereon, shall be payable from
taxes, income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor . The Notes shall be a general
obligation of the District, and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor, as provided herein and by
law.
(B) Pledged Revenues . As security for the payment of the
principal of and interest on the Notes, the District hereby
pledges an amount equal to fifty percent (50%) of the principal
amount of the Notes from the unrestricted revenues received by
the District in the month ending December 31 , . 1988; an amount
equal to fifty percent ( 500) of the principal amount of the
Notes from the unrestricted revenues received by the District
in the month ending April 30 , 1989; plus an amount sufficient
to pay interest on the Notes and any deficiency in the .amount
5
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required to be deposited during any prior month, from
unrestricted revenues received by the District in the month
ending May 31, 1989 (such pledged amounts being hereinafter
called the "Pledged Revenues" ) . The term "unrestricted
revenues" shall mean taxes , income, revenue, cash receipts , and
other money of the District as provided in Section 53856 of the
Act, which are intended as receipts for the general fund of the
District and which are generally available for the payment of
current expenses and other obligations of the District .
The principal of the Notes and the interest thereon shall
be a first lien and charge against and shall be payable from
the first moneys received by the District from such Pledged
Revenues , as provided by law.
In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment Fund, as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in a month, then the amount of any deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Covenant Regarding Additional Short-term Borrowing.
The District hereby covenants and warrants that it will not
request the County Treasurer (the "Treasurer" ) to make
temporary transfers of funds in the custody of the Treasurer to
meet any obligations of the District during the 1988-1989
fiscal year pursuant to the authority of Article XVI , Section 6
of the Constitution of the State of California or any other
legal authority.
(D) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held by the Treasurer in a special
fund designated as the "Antioch Unified School District, County
of Contra Costa, State of California, 1988 Tax and Revenue
Anticipation Notes Repayment Fund" (the "Repayment Fund" ) and
applied as directed in this Resolution. Any moneys placed in
the Repayment Fund shall be for the benefit of the holders of
the Notes, and until the Notes and all interest thereon are
paid or until provision has been made for the payment of the
Notes at maturity with interest to maturity, the moneys in the
Repayment Fund shall be applied only for the purposes for which
the Repayment Fund is created.
(E) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall, when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
6
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deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District. On the maturity
date of the Notes , the moneys in the Repayment Fund shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer, as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time;
provided that no such investments shall have a maturity date
later than the maturity date of the Notes .
Section 5 . Execution of Notes . The District hereby
requests the County Chairperson, or a designated deputy
thereof, to sign the Notes manually or by facsimile signature,
the Treasurer to sign the Notes manually or by facsimile
signature, and the Clerk of the County Board (the "Clerk" ) to
countersign the Notes manually or by facsimile signature
(provided that at least one of the foregoing shall sign
manually) ; the Clerk to affix the seal of the County thereto by
facsimile impression thereof; and said officers to cause the
blank spaces thereof to be filled in as may be appropriate.
Section 6 . Approval of Contract of Purchase. The form of
Contract of Purchase for the Notes, substantially in the form
attached hereto as Exhibit B, is hereby approved and the
Treasurer , or a designated deputy thereof , or the County
Chairperson, is hereby requested to execute and deliver the
Contract of Purchase, and the Superintendent or the Business
Manager of the District are each hereby authorized and
requested to acknowledge such Contract of Purchase, if
necessary, but with such changes therein, deletions therefrom
and modifications thereto as the County Chairperson may
approve, such approval to be conclusively evidenced by his or
her execution and delivery thereof; provided that the maximum
interest rate on the Notes shall not exceed eight percent (8%)
per annum and the purchase price thereof shall be no less than
the principal amount of the Notes; and provided, further, that
the Underwriter named therein shall have been so designated by
the Superintendent or the Business Manager of the District .
The Treasurer , an authorized deputy thereof, or the Chairperson
is further authorized to determine the maximum principal amount
of Notes to be specified in the Contract of Purchase for sale
by the County Board, up to $5 , 000 , 000 and to
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. f
enter into and execute the Contract of Purchase with the
Underwriter, and if the conditions set forth in this Resolution
are satisfied.
Section 7 . Authorization of Preliminary Official Statement
and Official Statement . The financial advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes, to
be used in connection with the offering and sale of the Notes .
The Superintendent or the Business Manager of the District, are
hereby authorized and requested to execute and deliver the
Official Statement.
Section 8. Delivery of Notes . The proper officers of the
County Board are hereby requested to deliver the Notes to the
Underwriter in accordance with the Contract of Purchase. All
actions heretofore taken by the officers and agents of the
District Board with respect to the Notes are hereby approved,
confirmed and ratified, and the officers of the District Board
are hereby authorized and directed to do any and all things and
take any and all actions including but not limited to those
described in the Contract of Purchase, which they, or any of
them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and resolutions hereafter adopted by the
County Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the District Board, and its appropriate
officials, have duly taken all proceedings necessary to be
taken by them, and will take any additional proceedings
necessary to be taken by them, for the levy, collection and
enforcement of the secured property taxes pledged under this
Resolution in accordance with the law and for carrying out the
provisions of this Resolution.
Section 10 . Recitals . All the recitals in this Resolution
above are true and correct and this District Board so finds,
determines and represents .
Section 11. Designation as Oualified Tax-Exempt
Obligation. The District Board hereby designates the Notes as
"qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code.
Section 12 . Action Re Oualified Tax-Exempt Obligation.
Appropriate officials of the District are hereby authorized and
directed to take such other actions as may be necessary to
designate such Notes as "qualified tax-exempt obligations, "
including, if either deemed necessary or appropriate, placing a
8
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legend to_ such effect on the form of Note in such form as
either deemed necessary or appropriate.
PASSED AND ADOPTED by the Board of Education of Antioch
Unified School District this 25th day of May, 1988, by the
following vote:
AYES:
NOES:
ABSENT:
President, Board of Education
Antioch Unified School District
Attest:
Secretary, Board of Education
Antioch Unified School District
9
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SECRETARY' S CERTIFICATE
I , Secretary of the Board of Education
of Antioch Unified School District, hereby certify as follows:
The following is a full, true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Education of said District duly and regularly and legally, held
at the regular meeting place thereof on May 25, 1988 , of which
meeting all of the members of the Board of Education of said
District had due notice and at which a quorum was present .
I have carefully compared the same with the original
minutes of said meeting on file and of record in the
Superintendent ' s office and the foregoing is a full , true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect .
Dated:
Secretary, Board of Education
Antioch Unified School District
[Seal]
10
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EXHIBIT B
FORM OF THE NOTE
ANTIOCH UNIFIED SCHOOL DISTRICT
COUNTY OF CONTRA COSTA
STATE OF CALIFORNIA
1988 TAX AND REVENUE ANTICIPATION NOTE
No .
$ July 1988
FOR VALUE RECEIVED, the Antioch Unified School District
(the "District" ) , County of Contra Costa, State of California,
acknowledges itself indebted to and promises to pay the holder
hereof, at the principal office of
the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
together with interest thereon at the
rate of
PERCENT ( o)
per annum in like lawful money of the United States of America
from the date hereof until payment in full of said principal
SUM. Both the principal of and interest on this Note shall be
payable only upon surrender of this Note as the same shall fall
due; provided, however , no interest shall be payable for any
period after maturity during which the holder hereof fails to
properly present this Note for payment .
It is hereby certified, recited and declared that this Note
is one of an authorized issue of Notes in. the aggregate
principal amount of
Dollars ($ ) , all of like date, tenor and effect,
made, executed and given pursuant to and by authority of a
resolution of the Board of Supervisors of the County of Contra
B-1
3012002/2
t .
Costa duly passed and adopted on 1988 , and a resolution
of the Board of Education of the District duly passed and
adopted on May 25 , 1988 , under and by authority of Article 7 . 6
(commencing with Section 53850) of Chapter 4 , Part 1 , Division
2 , Title 5 , California Government Code, and that all acts,
conditions and things required to exist , happen and be
performed precedent to and in the issuance of this Note have
existed, happened and been performed in regular and due time,
form and manner as required by law, and that this Note,
together with all other indebtedness and obligations of the
District , does not exceed any limit prescribed by the
Constitution or statutes of the State of California.
The principal amount of the Notes, together with the
interest thereon, shall be payable from taxes , income, revenue,
cash receipts and other moneys that are received by the
District during fiscal year 1988-1989 . As security for the
payment of the principal of and interest on the Notes the
District has pledged an amount equal to fifty percent ( 50%) of
the principal amount of the Notes from the unrestricted
revenues received by the District in the month ending
December 31 , 1988; and an amount equal to fifty percent (50%)
of the principal amount of the Notes from the unrestricted
revenues received by the District in the month ending April 30 ,
1989 , plus an amount sufficient to pay interest on the Notes
from the unrestricted revenues of the District to be received
in the month ending May 31 , 1989 (such pledged amounts being
hereinafter called the "Pledged Revenues" ) , and the principal
of the Notes and the interest thereon shall constitute a first
lien and charge thereon and shall be payable from the Pledged
Revenues , and to the extent not so paid shall be paid from any
other moneys of the District lawfully available therefor .
B-2
3012002/2
R .
t
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of the Board of
Supervisors by facsimile signature, and by its Treasurer by his
manual signature, and countersigned by the Clerk of its Board
of Supervisors by facsimile signature and has caused a
facsimile of its official seal to printed hereon this
day of 1988 .
COUNTY OF CONTRA COSTA
By
Chairperson, Board of
Supervisors
By
Treasurer/Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
B-3
3012002/2
t ,
QUALIFIED TAX-EXEMPT OBLIGATION
This Note has been determined to be a "qualified tax-exempt
obligation" within the meaning of Section 265(b) (3) of the
Internal Revenue Code of 1986, as amended, by resolution of the
District .
B-4
3012002/2
R �
c _
EXHIBIT C
CONTRACT OF PURCHASE
C-1
3012002/2
EXHIBIT C
CONTRACT OF PURCHASE
SCHOOL DISTRICT
THE BOARD OF SUPERVISORS
OF COUNTY
STATE OF CALIFORNIA
1988 TAX AND REVENUE ANTICIPATION NOTES
1988
MEMBERS OF THE BOARD OF SUPERVISORS
COUNTY, CALIFORNIA
Gentlemen:
The undersigned (collectively, the "Underwriter") , acting on
behalf of ourselves, offer to enter into this agreement with the
Board of Supervisors of County, California (the "Board")
acting on behalf of School District (the "District")
which, upon your acceptance hereof, will be binding upon the Board
and the Underwriter. This offer is made subject to the written
acceptance of this Contract of Purchase by the Board and
acknowledgement by the District and the delivery of such acceptance
to us at or prior to 11:59 P.M. , Pacific Time, on the date hereof.
I
1. Purchase and Sale of the Notes. Upon the terms and
conditions ' and in reliance upon the representations, warranties and
agreements of the Board herein set forth, the Underwriter hereby
agrees to purchase from the Board for reoffering to the public, and
the Board hereby agrees to sell to Underwriter for such purpose, all
(but not less than all) of $ in aggregate principal amount
of the 1988 Tax and Revenue Anticipation Notes issued by the County
in the name and on behalf of the District (the "Notes") . The Notes
shall bear interest at a rate of % per annum, such interest
being payable on maturity. The Underwriter shall purchase the Notes
at an aggregate purchase price of $
2. The Notes. The Notes shall be dated July , 1988,
shall mature on July , 1989, and shall otherwise be as described
1
I
herein, and shall be issued and secured pursuant to the Resolution
of the Board adopted on , 1988 (the eNote Resolution") and
Article 7.6, Chapter 4, Part 1, Division 2, Title 5 (commencing with
Section 53850) of the California Government Code (the "Act") .
3 . Use of Documents. The Board hereby authorizes the
Underwriter to use, in connection with the offer and sale of the
Notes, this Contract of Purchase, an official statement referring to
the Notes in the form jointly approved by the Board, the District
and the Underwriter (which, together with all appendices and
supplements thereto and with such changes therein as are consented
to by the District and the Underwriter, is herein called the
"Official Statement") , the Note Resolution and all information
contained herein and therein and all of the documents, certificates
or statements furnished by the Board to the Underwriter in
connection with the transaction contemplated by this Contract of
Purchase.
4. Offering of the Notes. The Underwriter agrees to make a
bona fide offering of all the Notes at the initial offering price
or yield to be set forth on the cover page of the Official
Statement. Subsequent to such initial offering, the Underwriter
reserves the right to change such initial offering price or yield
as it deems necessary in connection with the marketing of the
Notes.
5. Delivery of Official Statement. At least one business
day prior to the date of Closing referred to in section 6 hereof,
the District and the Board shall deliver to the Underwriter three
copies of the Official Statement in a form satisfactory to the
Underwriter, dated as of the date of the Contract of Purchase, duly
executed by an authorized officer of the District acting on behalf
of the District, and, as promptly as practicable thereafter, such
reasonable number of conformed copies as the Underwriter shall
request.
6. Closing. At 10 A.M. , Pacific Time, on , 1988 or at
such other time or on such other date as shall have been mutually
agreed upon by the parties (the "Closing") , the Board will deliver
to the Underwriter, at the office of Brown & Wood (the "Bond
Counsel") in San Francisco or at such other place as may mutually
be agreed upon, the Notes in definitive form, duly executed,
together with the other documents hereinafter mentioned; and the
Underwriter will accept such delivery and pay the purchase price
thereof in immediately available funds to the order of the
County ("the County") for the account of the District. The
Notes will be made available for checking and packaging at the place
i of Closing, two business days prior to the Closing. The Notes shall
be in bearer form in denominations designated by the Underwriter at
least five business days prior to Closing. If for any reason
-2-
whatsoever the Notes shall not have been delivered by the Board to
the Underwriter prior to the close of business, Pacific Time on
, 1988, then the obligation of the Board to sell Notes
hereunder and of the Underwriter to purchase Notes hereunder shall
terminate and be of no further force or effect except with respect
to the obligations of the Board and the Underwriter under Section 11
hereof.
7. Representations. Warranties and Agreements of the County,
The Board hereby represents, warrants and agrees with the
Underwriters that:
(A) The County is a political subdivision of the State of
California (the "State") duly organized and validly existing under
the laws of the State of California, with the power to issue the
Notes pursuant to the Act.
(B) (i) At or prior to the Closing, the Board will have
taken all 'action required to be taken to authorize the issuance and
delivery of the Notes; (ii) the Board will have full legal right,
power and authority to issue and deliver the Notes to the
Underwriter and to perform its obligations under each such document
or instrument, and to carry out the Contract of Purchase and the
Note Resolution; (iii) the execution and delivery or adoption of,
and the performance by the Board of the obligations contained in,
the Notes, the Note Resolution and this Contract of Purchase have
been duly authorized and such authorization shall be in full force
and effect at the time of the Closing; (iv) this Contract of
Purchase has been duly executed and delivered and constitutes a
valid and legally binding obligation of the Board; and (v) the
Board has duly authorized the consummation of all transactions
contemplated by the Contract of Purchase.
(C) No consent, approval, authorization, order, filing,
registration, qualification, election or referendum, of or by any
person, organization, court or governmental agency or public body
whatsoever is required in connection with the issuance, delivery or
sale of the Notes or the consummation of the other transactions
effected or contemplated herein or hereby, except for such actions
as may be necessary to qualify the Notes for offer and sale under
the Blue Sky or other securities laws and regulations of such
states and jurisdictions of the United States as the Underwriter may
designate.
(D) The Board has complied and will continue to comply in
all respects with the Act.
(E) The issuance of the Notes, the execution, delivery
and performance of this Contract of Purchase, the Note Resolution
and the Notes, and compliance with the provisions hereof and thereof
do not conflict with or constitute on the part of the Board a
violation of or default under, the Constitution of the State of
California or any existing law, charter, ordinance, regulation,
-3-
decree, order or resolution and do not conflict with or result in a
violation or breach of, or constitute a default under, any
agreement, indenture, mortgage, lease or other instrument to which
the Board is a party or by which it is bound or to which it is
subject.
(F) As of the time of acceptance hereof, no action, suit,
proceeding, hearing or investigation is pending or (to the knowledge
of the Board) threatened against the Board: (i) in any way affecting
the existence of the Board or in any way challenging the respective
powers of the several offices or the titles of the officials of the
County to such offices; or (ii) seeking to restrain or enjoin the
sale, issuance or delivery of any of the Notes, the application of
the proceeds of the sale of the Notes, or the collection of revenues
or assets pledged or to be pledged or available to pay the
principal of or the interest on the Notes, or the pledge thereof or
in any way contesting or affecting the validity or enforceability of
the Notes, this Contract of Purchase or the Note Resolution, or
contesting the powers of the Board or its authority with respect to
the Notes, the Note Resolution or this Contract of Purchase; or
(iii) in which a final adverse decision could (a) materially
adversely affect the operations of the Board or the consummation of
the transactions contemplated by this Contract of Purchase or the
Note Resolution, (b) declare this Contract of Purchase to be invalid
or unenforceable in whole or in material part, or (c) adversely
affect the exemption of the interest paid on the Notes from Federal
income and California personal income taxation.
(G) Between the date hereof and the Closing, without the
prior written consent of the Underwriter, the Board will not have
issued any bonds, notes or other obligations except for such
borrowings as may be described in or contemplated by the Official
Statement.
(H) The Board has not been notified of any listing or
proposed listing by the Internal Revenue Service to the effect that
the Board is a bond issuer whose arbitrage certificates may not be
relied upon.
(I) Any certificates signed by any officer of the Board
and delivered to the Underwriter shall be deemed a representation
and warranty by the Board to the Underwriter as to the statements
made therein but not of the person signing the same.
8. Covenants of the Board. The Board covenants and agrees
with the Underwriter that:
(A) The Board will furnish such information, execute such
instruments, and take such other action in cooperation with the
Underwriter if and as the Underwriter may reasonably request in
order (i) to qualify the Notes for offer and sale under the Blue Sky
or other securities laws and regulations of such states and
jurisdictions of the United States as the Underwriter may designate
-4-
a
' a
and (ii) to determine the eligibility of the Notes for investment
under the laws of such states and other jurisdictions, and will use
its best efforts to continue such qualifications in effect so long
as required for distribution of the Notes by the Underwriter.
(B) The Board will apply the proceeds from the sale of
the Notes for the purposes specified in the Note Resolution; and
i
(C) For a period of 90 days after the Closing or until
such time (if earlier) as the Underwriter shall no longer hold any
of the Notes for resale, the Board will (a) not adopt any amendment
of or supplement to the Official Statement to which, after having
been furnished with a copy, the Underwriter shall object in writing
or which shall be disapproved in writing by the Underwriter and (b)
if any event relating to or affecting the Board shall occur as a
result of which it is necessary, in the opinion of the Underwriter,
to amend or supplement the Official Statement in order to make any
statements made in the Official Statement not misleading in light of
the circumstances existing at. the time the Official Statement is
delivered to a purchaser, forthwith prepare and furnish (at the
expense of the District) a reasonable number of copies of an
amendment of or supplement to the Official Statement (in form and
substance satisfactory to the Underwriter) which will amend or
supplement the Official Statement so that it will not contain an
untrue statement of a material fact or omit to state a material fact
necessary in order to make the statements therein, in the light of
the circumstances existing at the time the Official Statement is
delivered to a purchaser, not misleading.
9. Conditions of ClosiD_q. The Underwriter has entered into
this Contract of Purchase in reliance upon the representations and
warranties of the Board contained herein and the performance by the
Board of its obligations hereunder, both as of the date hereof and
as of the date of Closing. The Underwriter's obligations under this
Contract of Purchase are and shall be subject, at the option of the
Underwriter, to the following further conditions as of the date of
Closing:
(A) The representations and warranties of the Board
contained herein shall be true, complete and correct in all material
respects at the date hereof and at and as of the date of Closing, as
if made at and as of the date of Closing, and the statements made in
all certificates and other documents delivered to the Underwriter at
the Closing pursuant hereto shall be true, complete and correct in
all material respects on the date of Closing; and the Board shall be
in compliance with each of the agreements made by it in this
Contract of Purchase;
(B) At the time of the Closing, (i) the Official
Statement, this Contract of Purchase and the Note Resolution shall
be in full force and effect and shall not have been amended,
modified or supplemented except as may have been agreed to in
writing by the Underwriter; (ii) all actions under the Act which, in
-5-
1
the opinion of Bond Counsel, shall be necessary in connection with
the transactions contemplated hereby, shall have been duly taken and
shall be in full force and effect; and (iii) the Board shall perform
or have performed all of its obligations required under or specified
in the Note Resolution, this Contract of Purchase or the Official
Statement to be performed at or prior to the date of Closing;
(C) No decision, ruling or finding shall have been
entered by any court or governmental authority since the date of
this Contract of Purchase (and not reversed on appeal or otherwise
set aside) or, to the best knowledge of the Board, shall any action
be pending or threatened which has any of the effects described in
Section 7 (F) hereof or which contests in any way the completeness
or accuracy of the Official Statement.
(D) No order, decree or injunction of any court of
competent jurisdiction, nor any order, ruling or regulation of the
Securities and Exchange Commission, shall have been issued or made
with the purpose or effect of prohibiting the issuance, offering or
sale of the Notes as contemplated hereby and no legislation shall
have been enacted, or a bill favorably reported for adoption, or a
decision by a court established under Article III of the
Constitution of the United States rendered, or a ruling, regulation,
proposed regulation or official statement by or on behalf of the
Securities and Exchange Commission or other governmental agency
having jurisdiction of the subject matter shall be made or issued,
to the effect that the Notes or any securities of the Board or of
any political subdivision (as defined by Treasury Regulation Section
I.103-1(b) and described in Section 103 (a) of the Internal Revenue
Code of 1954, as amended, and the regulations thereunder) are not
exempt from the registration, qualification or other requirements of
the Securities Act of 1933, as amended and as then in effect, or of
the Trust indenture Act of 1939, as amended and as then in effect;
(E) At or prior to the date of the Closing, the
Underwriter shall receive two copies of the following documents in
each case dated as of the Closing Date and satisfactory in form and
substance to the Underwriter:
(1) An approving opinion of Bond Counsel, as to the
Notes, addressed to the Board;
(2) Certificates signed by an appropriate official
from the Board or the District to the effect that (i) the
representations, agreements and warranties of the Board herein are
true and correct in all material respects as of the date of Closing;
(ii) the Board has complied with all the terms of the Note
Resolution and this Contract of Purchase to be complied with by the
Board prior to or concurrently with the date of Closing and such
documents are in full force and effect; (iii) there is no action,
suit, proceeding, inquiry or investigation, at law or in equity,
before or by any court or public body, pending, or to his or her
knowledge, threatened against the Board or the District which has
any of the effects described in Section 7 (F) hereof or contesting in
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Y
any way the completeness or accuracy of the Official Statement (but
in lieu of or in conjunction with such certification the Underwriter
may, at its sole discretion, accept certificates or opinions of the
County Counsel or Bond Counsel, that in their opinion the issues
raised in any such pending or threatened litigation are without
substance and that the contentions of all plaintiffs therein are
without merit) ; and (iv) the District official has reviewed the
Official Statement and on such basis certifies that the Official
Statement does not contain any untrue statement of a material fact
or omit to state any material fact required to be stated therein or
necessary to make the statements therein, in light of the
circumstances in which they were made, not misleading;
(3) Arbitrage certificate of the District in
a form satisfactory to Bond Counsel;
(4) Evidence satisfactory to the Underwriter that
the Notes shall have been rated MIG- (or its equivalent) by
Moody's Investors Service, Inc. , and that such rating has not been
revoked or downgraded;
(5) Certified copies of the Note Resolution and of
the Resolution of the District requesting the issuance by the County
Board of the Notes, adopted on , 1988;
(6) Such additional legal opinions, certificates,
proceedings, instruments and other documents as the Underwriter may
reasonably request to evidence (i) compliance by the Board and the
District with legal requirements, (ii) the truth and accuracy, as of
the time of Closing, of the representations of the Board contained
herein and in the Official Statement (iii) and the due performance
or satisfaction by the Board at or prior to such time of all
agreements then to be performed and all conditions then to be
satisfied by the Board.
If the Board is unable to satisfy the conditions to the
Underwriter's obligations contained in this Contract of Purchase or
if the Underwriter's obligations shall be terminated for any reason
permitted by this Contract of Purchase, this Contract of Purchase
may be cancelled either in part or in its entirety by the
Underwriter at, or at any time prior to, the time of Closing.
Notice of such cancellation shall be given to the Board in writing,
or by telephone or telegraph confirmed in writing. Notwithstanding
any provision herein to the contrary, the performance of any and all
obligations of the Board hereunder and the performance of any and
all conditions contained herein for the benefit of the Underwriter
may be waived by the Underwriter in writing at its sole discretion.
The Underwriter shall also have the right to cancel, either in
part or in its entirety, its obligation to purchase the Notes, by
written notice to the Board, if between the date hereof and the date
of Closing: (i) any event occurs or information becomes known,
which, in the reasonable professional judgment of the Underwriter,
makes untrue any statement of a material fact set forth in the
-7-
Official Statement or results in an omission to state a material
fact necessary to make the statements made therein, in light of the
circumstances under which they were made, not misleading; (ii) the
market for the Notes or the market price of the Notes or the ability
of the Underwriter to enforce contracts for the sale of the Notes
shall have been materially and adversely affected, in the
reasonable professional judgment of the Underwriter, by (a)
legislation enacted by the Congress of the United States, or passed
by either House of the Congress, or favorably reported for passage
to either House of the Congress by any Committee of such House to
which such legislation has been referred for consideration, or by
the legislature of the State, or a decision rendered by a court of
the United States or the State or by the United States Tax Court, or
a ruling, order, or regulation (final or temporary) made by the
Treasury Department of the United` States or the Internal Revenue
Service or other Federal or State authority, which would have the
effect of changing, directly or indirectly, the exemptions from
Federal income tax or State personal income tax of interest on
obligations of the general character of the Notes in the hands of
the holders thereof, or (b) any new outbreak of hostilities or other
national or international calamity or crisis, the effect of such
outbreak, calamity or crisis on the financial markets of the United
States being such as, in the judgment of the Underwriter, would
affect materially and adversely the ability of the Underwriter to
market the Notes, or (c) a general suspension of trading on the New
York Stock Exchange, or fixing of minimum or maximum prices for
trading or maximum ranges for prices for securities on the New York
Stock Exchange, whether by virtue of a determination by that
Exchange or by order of the Securities and Exchange Commission or
any other governmental authority having jurisdiction, or (d) a
general banking moratorium declared by either Federal or State
authorities having jurisdiction; or (iii) additional material
restrictions not in force or being enforced as of the date hereof
shall have been imposed upon trading in securities generally by any
governmental authority or by any national securities exchange which,
in the opinion of the Underwriter, materially adversely affect the
market price for the Notes.
10. Conditions to Obligations of the County. The performance
by the Board of its obligations is conditioned upon (i) the
performance by the Underwriter of its obligations hereunder; and
(ii) receipt by the Board and the Underwriter of the opinions and
certificates being delivered at the Closing by persons and entities
other than the County.
11. Expenses. (A) The District shall pay any expenses
incident to the performance of its obligations or the obligations of
the Board hereunder, including but not limited to the following:
(i) the cost of the preparation and reproduction of the Note
Resolution; (ii) the fees and disbursement of Bond Counsel; (iii)
the cost of the preparation, printing and delivery of the Notes;
(iv) the fees, if any, for Note ratings and costs incurred in
-8-
gathering the information required for the Note rating; (v) the
cost of the preparation, printing and distribution of the Official
Statement; (vi) any costs or expenses incurred with any printing
company incident to reproducing facsimile signatures on the Notes;
(vii) costs of preparation and reproduction of this Contract of
Purchase; and (viii) costs of the Paying Agent.
(B) The Underwriter shall pay all other costs and
disbursements incurred by them in connection with the transactions
contemplated hereby.
12. Covenants of the Underwriter. The parties comprising the
Underwriter hereby agree between themselves as follows:
(A) The Notes may be initially offered when the
Underwriter and the Board shall have executed this Contract of
Purchase.
(B) The Underwriter may allow a dealer concession on
sales to (i) securities dealers, (ii) dealer banks or divisions or
departments of banks, (iii) foreign banks or broker-dealers which
(1) are registered as broker-dealers under the Securities Exchange
Act ' of 1934 and agree that in connection with making sales of the
Notes in the United States of America that they will comply with the
Rules of the Municipal Securities Rulemaking Board ("MSRB") , or (2)
if not so registered, agree that they will not sell any Notes in the
United States of America, its territories or possessions or to
persons who are citizens thereof or residents therein and in making
other sales agree to comply with the Rules of Fair Practice of the
National Association of Securities Dealers.
(C) The Underwriter may *change the public offering price
and, in general, or in such specific cases as it may determine, any
concession, commissions, allowances �or reallowances.
(D) The Underwriter agrees to mail or deliver an Official
Statement to each person who purchases Notes with or prior to final
written confirmation of the sale to such person.
(E) Each party comprising the Underwriter represents to
the other that it is registered as a broker-dealer or a municipal
securities dealer under the Securities Exchange Act of 1934 .
(F) Neither party comprising the Underwriter shall be
liable to the other with respect to (i) the issue, form,
genuineness, validity, legality, enforceability or value of, or
title to, the Notes, (ii) the validity of any instrument under or
pursuant to which the Notes may be issued, (iii) any representations
in this Contract of Purchase other than those in this Section, (iv)
the accuracy or completeness of the Official Statement, any
memorandum, brochure or agreement, or any statements, reports or
letters of others in connection with the Notes, (v) the delivery of
the Notes or the performance by the Board or others of any agreement
-9-
on its or their part, or (vi) the qualification or registration of
the Notes for sale, or the legality of the Notes for investment
under the laws of any jurisdiction. Neither party comprising the
Underwriter shall be (i) liable to; the other nor (ii) liable to any
other parts, except for such liability as it may have as an
Underwriter, for any obligations, either express or implied, which
are not herein expressly assumed.
13. Notices. Any notice or iother communication to be given
under this Contract of Purchase (other than the acceptance hereof as
specified in the first paragraph hereof) may be given by delivering
the same in writing to the Districtland to the Board, or if to the
Underwriter, to Kelling, Northcross & Nobriga, Inc. , 595 Market
Street, Suite 1350, San Francisco, California 94105, Attention:
President, and to
14 . Parties in Interest: Survival of Representations and
Warranties. This Contract of Purchase when accepted by the Board
and acknowledged by the District in writing as heretofore specified
shall constitute the entire agreement between the Board and the
Underwriter. This Contract of Purchase is made solely for the
benefit of the Board and the Underwriter (including the successors
or assigns of any Underwriter) . No person shall acquire or have any
rights hereunder or by virtue hereof. All representations,
warranties and agreements of the Board in this Contract of Purchase
shall survive regardless of (a) any investigation or any statement
in respect thereof made by or on behalf of the Underwriter, (b)
delivery of and payment by the Underwriter for the Notes hereunder,
and (c) any termination of this Contract of Purchase.
15. Execution in Counterparts. This Contract of Purchase may
be executed in several counterparts each of which shall be regarded
as an original and all of which shall constitute one and the same
document.
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R
1
1
16. Applicable Law. This Contract of Purchase shall be
interpreted, governed and enforced in accordance with the laws of
the State.
Very truly yours,
KELLING, NORTHCROSS & NOBRIGA INCORPORATED
By
Senior Vice President
By
The foregoing is hereby agreed to and accepted as of the date
first above written:
THE BOARD OF SUPERVISORS OF
COUNTY, CALIFORNIA
By
CHAIRPERSON
The foregoing is hereby acknowledged and accepted as of the
date first above written.
i
SCHOOL DISTRICT
By
-11-
RESOLUTION NO. 87-88-27
RESOLUTION OF THE BOARD OF EDUCATION OF ANTIOCH
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF
1988 TAX AND REVENUE ANTICIPATION NOTES FOR SAID
DISTRICT AND REQUESTING THE BOARD OF SUPERVISORS OF
CONTRA COSTA COUNTY TO ISSUE SAID NOTES
WHEREAS, pursuant to Sections 53850 et sea. of the
Government Code of the State of California (the "Act" )
contained in Article 7. 6 thereof, entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
July 1) , the Antioch Unified School District (the "District")
may borrow money by issuing notes for any purpose for which, the
District is authorized to expend moneys, including but not
limited to current expenses, capital expenditures, and the
--discharge of any obligation or indebtedness of the District; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the District by the Board of
Supervisors of the county (the "County Board") , the county
superintendent of which has jurisdiction over the District, as
soon as possible following the receipt of a resolution of the
governing board of the District requesting the borrowing; and
WHEREAS, the County Superintendent of the County of Contra
Costa (the "County") has jurisdiction over the District, and
this Board of Education (the "District Board" ) , being the
governing board of the District, hereby requests the borrowing
of not to exceed Five Million Dollars ($5, 000, 000) at an
interest rate not to exceed eight percent (8%) through the
issue by the County Board of 1988 Tax and Revenue Anticipation
Notes (the "Notes") in the name of the District; and
WHEREAS, such Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year 1988-1989 in which issued; and
WHEREAS, such Notes may not bear interest to exceed twelve
percent (120) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
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NUMATTER/419
WHEREAS, pursuant to Section 53856 of the Act, the District
may pledge any taxes, income, revenue, cash receipts or other
moneys deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and this
Resolution specifies that certain unrestricted revenues which
will be received by the District for the General Fund of the
District during or allocable to fiscal year 1988-1989 are
pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes, income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor, as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of $5,000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase (as defined below) therefor , as permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in this Resolution, as required by
Section 53853 of the Act; and
WHEREAS, the District Board has found and determined that
said $5, 000, 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989, when added to the
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes, income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for .the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
for which such taxes or other revenues are anticipated and
during which such notes are outstanding, all as provided in
Section 1 . 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc . , as financial
advisor, has prepared a form of Contract of Purchase and has
submitted said Contract to this Board, which Contract of
Purchase is on file with the Clerk of this Board (the "Contract
of Purchase" ) ; and this Board desires to have an underwriter,
2
NUMATTER/419
as shall be designated by the Superintendent or Business
Manager of the District (the "Underwriter" ) , purchase the
Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986, as amended (the "Code" ) , under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations, " thereby allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the District Board hereby represents that :
(1) the Notes authorized by this Resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities , has heretofore issued $ 0 aggregate principal
amount of obligations (other than those obligations described
in Paragraph (4) below) in calendar year 1988 the interest on
which is exempt from federal income tax under Section 103 of
the Code;
(3) the District reasonably anticipates that it, together
with its subordinate entities, will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in Paragraph (4) below) the interest on which is
exempt from federal income tax under Section 103 of the Code
which, when aggregated with all obligations described in
Paragraph (2) above, will not exceed an aggregate principal
amount of $10, 000, 000; and
(4) notwithstanding Paragraphs (2) and (3) above, the
District and its subordinate entities may have issued in
calendar year 1988 and may continue to issue during the
remainder of calendar year 1988 private activity bonds other
than qualified 501(c) (3) bonds as defined in Section 145 of the
Code; and
WHEREAS, the District Board wishes to designate the "Notes
as "qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code;
3
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NOW, THEREFORE, the Board of Education of Antioch Unified
School District hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof; Paying Agent . The District Board hereby requests the
County Board to issue in the name of the District, an amount
not to exceed $5, 000 , 000 principal amount of Notes under
Sections 53850 et seg. of the Act, designated "Antioch Unified
School District, County of Contra Costa, State of California,
1988 Tax and Revenue Anticipation Notes" (the "Notes" ) ; to be
numbered from 1 consecutively upward in order of issuance; to
be in the denominations of $5,000 , or integral multiples
thereof, as determined by the Underwriter; to be dated the date
of delivery thereof; to mature (without option of prior
redemption) 364 days from said date of delivery (or 359 days
computed on a 30-day month/360-day year basis) , or if such date
is not a day on which banks in New York or California are open
for business, on the last day prior to such date; and to bear
interest, payable at maturity and computed on a 30-day
month/360-day year basis, at the rate or rates determined at
the time of sale thereof, but not in excess of eight percent
(8%) per annum. Both the principal of and interest on the
Notes shall be payable, only upon surrender thereof, in lawful
money of the United States of America at the principal office
of a paying agent, as shall be designated by the Superintendent
or Business Manager of the District to be the paying agent with
respect to the Notes (the "Paying Agent" ) . This Board hereby
approves the payment of the reasonable fees and expenses of the
Paying Agent as they shall become due and payable.
Section 2. Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit A attached hereto and by
reference incorporated herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of
Brown & Wood respecting the validity of said Notes and,
immediately following such legal opinion, a certificate
executed with the facsimile signature of the Chairperson of the
County Board (the "County Chairperson" ) , said certificate to be
in substantially the following form:
4
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46,
I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes .
[Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds; No Arbitrage. The
moneys so borrowed shall be deposited in the General Fund of
the District . The District hereby covenants that it will make
no use of the proceeds of the Notes that would cause the Notes
to be "arbitrage bonds" under Section 148 of the Code; and, to
that end, so long as any of the Notes' are outstanding, the
District, and all of its officers having custody or control of
such proceeds , shall comply with all requirements of said
section, including restrictions on the use and investment of
proceeds of the Notes and the rebate of a portion of investment
earnings on certain amounts, including proceeds of the Notes,
if required, to the Federal government, and of the Income Tax
Regulations of the United States Treasury promulgated
thereunder or under any predecessor provisions, to the extent
that such regulations are, at the time, applicable and in
effect, so that the Notes will not be "arbitrage bonds . "
Section 4 . Payment of Notes .
(A) Source of Payment . The principal amount of the Notes,
together with the interest thereon, shall be payable from
taxes, income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor. The Notes shall be a general
obligation of the District, and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor, as provided herein and by
law.
(B) Pledged Revenues . As security for the payment of the
principal of and interest on the Notes, the District hereby
pledges an amount equal to fifty percent (50%) of the principal
amount of the Notes from the unrestricted revenues received by
the District in the month ending December 31, 1988; an amount
equal to fifty percent (50%) of the principal amount of the
Notes from the unrestricted revenues received by the District
in the month ending April 30, 1989; plus an amount sufficient
to pay interest on the Notes and any deficiency in the amount
5
NUMATTER/419
required to be deposited during any prior month, from
unrestricted revenues received by the District in the month
ending May 31, 1989 (such pledged amounts being hereinafter
Called the "Pledged Revenues" ) . The term "unrestricted
revenues" shall mean taxes, income, revenue, cash receipts , and
other money of the District as provided in Section 53856 of the
Act, which are intended as receipts for the general fund of the
District and which are generally available for the payment of
Current expenses and other obligations of the District .
The principal of the Notes and the interest thereon shall
be a first lien and charge against and shall be payable from
the first moneys received by the District from such Pledged
Revenues, as provided by law.
In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment Fund, as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in a month, then the amount of any deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Covenant Regarding Additional Short-term Borrowing.
The District hereby covenants and warrants that it will not
request the County Treasurer (the "Treasurer" ) to make
temporary transfers of funds in the custody of the Treasurer to
meet any obligations of the District during the 1988-1989
fiscal year pursuant to the authority of Article XVI , Section 6
of the Constitution of the State of California or any other
legal authority.
(D) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held by the Treasurer in a special
fund designated as the "Antioch Unified School District, County
of Contra Costa, State of California, 1988 Tax and Revenue
Anticipation Notes Repayment Fund" (the "Repayment Fund" ) and
applied as directed in this Resolution. Any moneys placed in
the Repayment Fund shall be for the benefit of the holders of
the Notes, and until the Notes and all interest thereon are
paid or until provision has been made for the payment of the
Notes at maturity with interest to maturity, the moneys in the
Repayment Fund shall be applied only for the purposes for which
the Repayment Fund is created.
(E) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall, when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
6
NUMATTER/419
deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District . On the maturity
date of the Notes , the moneys in the Repayment Fund shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer , as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time;
provided that no such investments shall have a maturity date
later than the maturity date of the Notes .
Section 5 . Execution of Notes . The District hereby
requests the County Chairperson, or a designated deputy
thereof, to sign the Notes manually or by facsimile signature,
the Treasurer to sign the Notes manually or by facsimile
signature, and the Clerk of the County Board (the "Clerk" ) to
countersign the Notes manually or by facsimile signature
(provided that at least one of the foregoing shall sign
manually) ; the Clerk to affix the seal of the County thereto by
facsimile impression thereof; and said officers to cause the
blank spaces thereof to be filled in as may be appropriate.
Section 6 . Approval of Contract of Purchase. The form of
Contract of Purchase for the Notes, substantially in the form
attached hereto as Exhibit B, is hereby approved and the
Treasurer, or a designated deputy thereof, or the County
Chairperson, is hereby requested to execute and deliver the
Contract of Purchase, and the Superintendent or the Business
Manager of the District are each hereby authorized and
requested to acknowledge such Contract of Purchase, if
necessary, but with such changes therein, deletions therefrom
and modifications thereto as the County Chairperson may
approve, such approval to be conclusively evidenced by his or
her execution and delivery thereof; provided that the maximum
interest rate on the Notes shall not exceed eight percent (8%)
per annum and the purchase price thereof shall be no less than
the principal amount of the Notes; and provided, further, that
the Underwriter named therein shall have been so designated by
the Superintendent or the Business Manager of the District .
The Treasurer , an authorized deputy thereof, or the Chairperson
is further authorized to determine the maximum principal amount
of Notes to be specified in the Contract of Purchase for sale
by the County Board, up to $5, 000, 000 and to
7
NUMATTER/419
enter into and execute the Contract of Purchase with the
Underwriter, and if the conditions set forth in this Resolution
are satisfied.
Section 7. Authorization of Preliminary Official Statement
and Official Statement. The financial advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes, to
be used in connection with the offering and sale of the Notes .
The Superintendent or the Business Manager of the District, are
hereby authorized and requested to execute and deliver the
Official Statement.
Section 8 . Delivery of Notes . The proper officers of the
County Board are hereby requested to deliver the Notes to the
Underwriter in accordance with the Contract of Purchase. All
actions heretofore taken by the officers and agents of the
District Board with respect to the Notes are hereby approved,
confirmed and ratified, and the officers of the District Board
are hereby authorized and directed to do any and all things and
take any and all actions including but not limited to those
described in the Contract of Purchase, which they, or any of
them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and resolutions hereafter adopted by the
County Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the District Board, and its appropriate
officials, have duly taken all proceedings necessary to be
taken by them, and will take any additional proceedings
necessary to be taken by them, for the levy, collection and
enforcement of the secured property taxes pledged under this
Resolution in accordance with the law and for carrying out the
provisions of this Resolution.
Section 10 . Recitals . All the recitals in this Resolution
above are true and correct and this District Board so finds,
determines and represents.
Section 11. Designation as Oualified Tax-Exempt
Obligation. The District Board hereby designates the Notes as
"qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code.
Section 12. Action Re Oualified Tax-Exempt Obligation.
Appropriate officials of the District are hereby authorized and
directed to take such other actions as may be necessary to
designate such Notes as "qualified tax-exempt obligations, "
including, if either deemed necessary or appropriate, placing a
8
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l
legend to such effect on the form of Note in such form as
either deemed necessary or appropriate.
PASSED AND ADOPTED by the Board of Education of Antioch
Unified School District this 25th day of May, 1988, by the
following vote:
AYES: 5
NOES: 0
ABSENT: 0
P lesident, Board o ti
Antioch Unified School Dist ict
Attest:
Secretary,//Board of Educarfion
Antioch Urfified School District
9
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SECRETARY' S CERTIFICATE
I, Alan Newell , Secretary of the Board of Education
of Antioch Unified School District, hereby certify as follows :
The following is a full, true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Education of said District duly and regularly and legally held
at the regular meeting place thereof on May 25, 1988, of which
meeting all of the members of the Board of Education of said
District had due notice and at which a quorum was present .
I have carefully compared the same with the original
minutes of said meeting on file and of record in the
Superintendent ' s office and the foregoing is a full, true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect .
Dated:
*ecretta�arXy, Board f Educatio
Antioch Unified chool District
[Seal]
10
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1-135-13
BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. 8$ 67
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE ISSUANCE OF MARTINEZ UNIFIED
SCHOOL DISTRICT, COUNTY OF CONTRA COSTA, STATE OF
CALIFORNIA, 1988 TAX AND REVENUE ANTICIPATION NOTES
WHEREAS, pursuant to Sections 53850 et sec . of the
Government Code of the State of California (the "Act" )
contained in Article 7 . 6 thereof , entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
July 1) , a school district may borrow money by issuing notes
for any purpose for which the school district is authorized to
expend moneys, including but not limited to current expenses,
capital expenditures, and the discharge of any obligation or
indebtedness of the school district; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the school district by the Board
of Supervisors of the county, the county superintendent of
which has jurisdiction over the school district, as soon as
possible following the receipt of a resolution of the governing
board of the school district requesting the borrowing; and
WHEREAS, the County Superintendent of the County of Contra
Costa (the "County" ) has jurisdiction over Martinez Unified
School District (the "District" ) , and this Board of Supervisors
of the County (the "County Board" ) has received a resolution of
the Board of Education of the District (the "District Board" ) ,
being the governing board of the District, dated May 24 , 1988,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF MARTINEZ
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF 1988 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY TO ISSUE SAID
NOTES" (the "District Resolution" ) attached hereto as
Exhibit A, which District Resolution requests the borrowing of
not exceeding Three Million Dollars ( $3 , 000 , 000) at an interest
rate not exceeding eight percent (80) through the issuance by
the County Board of 1988 Tax and Revenue Anticipation Notes
(the "Notes" ) in the name of the District; and
1
3035003/2
WHEREAS, such Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year 1988-1989 in which. issued; and . _
WHEREAS, such Notes may not bear interest exceeding twelve
percent ( 12%) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
WHEREAS, pursuant to Section 53856 of the Act, the District ,
may pledge any taxes , income, revenue, cash receipts or other
moneys deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and the
District Resolution specifies that certain unrestricted
revenues that will be received by the District for the General
Fund of the District during or allocable to fiscal year
1988-1989 are pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes , income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor, as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of $5, 000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase therefor (hereinafter referred to) , as. permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in the District Resolution and herein,
as required by Section 53853 of the Act; and
WHEREAS, the County Board has found and determined that
said $3 , 000 , 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989 , when added to the.
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes, income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
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maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
for which such taxes or other revenues are anticipated and
during which such Notes are outstanding, all as provided in
Section 1. 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc. , as financial
advisor (the "Financial Advisor") , has prepared a form of
Contract of Purchase and has submitted said Contract of
Purchase to this Board, which Contract of Purchase is on file
with the Clerk of the County Board (herein called the "Contract
of Purchase") ; and the Board desires an underwriter, as shall
be designated by the Superintendent or Business Manager of the
District (the "Underwriter") , to purchase the Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986, as amended (the "Code") , under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations, " thereby . allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of. the Code; and
WHEREAS, the District Board has represented in the District
Resolution that:
(1) the Notes authorized by this resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities, has heretofore issued $-0- aggregate principal amount
of obligations (other than those obligations described in
paragraph 4 below) in calendar year 1988 the interest on which
is exempt from federal income tax under Section 103 of the Code;
(3) the District reasonably anticipates that it, together
with its subordinate entities will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in paragraph 4 below) the interest on which is exempt
from federal income tax under to Section 103 of the Code which,
when aggregated with all obligations described in paragraph 2
above, will not exceed an aggregate principal amount of
$10, 000, 000; and
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1
(4) notwithstanding paragraphs 2 and 3 above, the District
and its subordinate entities may have issued in calendar year
1988 and may continue to issue during the remainder of calendar
year 1988 private activity bonds other than qualified 501(c) (3)
bonds as defined in Section 145 of the Code; and
WHEREAS, the District Board wishes to designate the
Certificates as "qualified tax-exempt obligations" within the
meaning of Section 265(b) (3) of the Code;
NOW, THEREFORE, the Board of Supervisors of the County of
Contra Costa hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof . The County Board hereby determines to and shall issue
in the name of the District, an amount not to exceed
$3 , 000 , 000 principal amount of notes under Sections 53850 et
see . of the Act, designated "Martinez Unified School District,
County -of Contra Costa, State of California, 1988 Tax and
Revenue Anticipation Notes" ; to be numbered from 1
consecutively upward in order of issuance; to be in the
denominations of $5 , 000 , or integral multiples thereof , . as
determined by the Underwriter; to be dated the date of delivery
thereof; to mature (without option of prior redemption) 364
days from said date of delivery (or 359 days computed on a
30-day month/360-day year basis) or, if such date is not a day
on which banks in New York or California are open for business ,
on the last day prior to such date; and to bear interest,
payable at maturity and computed on a 30-day month/360-day year
basis, at the rate or rates determined at the time of sale
thereof, but not in excess of eight percent (8%) per annum.
Both the principal of and interest on the Notes shall be
payable, only upon surrender thereof, in lawful money of the
United States of America at the principal office of a paying
agent, as shall be designated by the Superintendent or Business
Manager of the District to be the paying agent with respect to
the Notes (the "Paying Agent" ) .
Section 2 . Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit B attached hereto and by
reference incorporated. herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of Brown
& Wood respecting the validity of said Notes and, immediately
following such legal opinion, a certificate executed with the
facsimile signature of the Chairperson of the County Board (the
"County Chairperson" ) , said certificate to be in substantially
the following form:
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s
I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes .
[Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds . The moneys so
borrowed shall be deposited in the General Fund of the District .
Section 4 . Payment of Notes .
(A) Source of Payment . The principal amount of the Notes,
together with the interest thereon, shall be payable from
taxes, income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor . The Notes shall be a general
obligation of the District , and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor, as provided in the
District Resolution and by law.
(B) Pledged Revenues . As security for the payment of the
principal of and interest on the Notes, as provided in the
District Resolution, the District has pledged an amount equal
to fifty percent ( 500) of the principal amount of the Notes
from the unrestricted revenues received by the District in the
month ending December 31 , 1988; and an amount equal to fifty
percent ( 500) of the principal amount of the Notes from the
unrestricted revenues received by the District in the month
ending April 30 , 1989 , plus an amount sufficient to pay
interest on the Notes , from unrestricted revenues received by
the District in the month ending May 31 , 1989 (such pledged
amounts being hereinafter called the "Pledged Revenues" ) . The
term "unrestricted revenues" shall mean taxes , income, revenue,
cash receipts, and other money of the District as provided. in
Section 53856 of the Act, which are intended as receipts for
the general fund of the District and which are generally
available for the payment of current expenses and other
obligations of the District .
The principal of the Notes and the interest thereon shall
be a first lien and charge against and shall be payable from
the first moneys received by the District from such Pledged
Revenues as provided by law.
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3035003/2
t
In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment Fund, as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in any month, then the amount of such deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held. by the County Treasurer/Tax
Collector (the "Treasurer" ) in a special fund designated as the
"Martinez Unified School District, County of Contra Costa,
State of California, 1988 Tax and Revenue Anticipation Notes
Repayment Fund" (herein called the "Repayment Fund" ) and
applied as directed in this Resolution. Any moneys placed in
the Repayment Fund shall be for the benefit of the holders of
the Notes , and until the Notes and all interest thereon are
paid or until, provision has been made for the payment of the
Notes at maturity with interest to maturity, the moneys in the
Repayment Fund shall be applied only for the purposes for which
the Repayment Fund is created.
(D) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall, when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
deposited in the Repayment Fund shall be suf.f.icient to pay in
full the principal of and interest on the Notes , when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District . On the maturity
date of the Notes, the moneys in the Repayment Fund shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer , as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time;
provided that no such investments shall have a maturity date
later than the maturity date of the Notes .
Section 5 . Execution of Notes . The Treasurer , or a
designated deputy thereof, is hereby authorized to sign the
Notes manually or by facsimile signature, and the County
Chairperson is hereby authorized to sign the Notes manually or
by facsimile signature and the Clerk of the County Board (the
"Clerk" ) is hereby authorized to countersign the Notes manually
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3035003/2
e J
or by facsimile signature, provided that at least one of the
foregoing shall sign manually, and said Clerk is hereby
authorized to affix the seal of the County Board thereto by
facsimile impression thereof , and said officers are hereby
authorized to cause the blank spaces thereof to be filled in as
may be appropriate.
Section 6 . Approval of Contract of Purchase. The Contract
of Purchase for the Notes is hereby approved and the Treasurer ,
or designated deputy thereof, or the County Chairperson is
hereby authorized to execute and deliver a Contract of
Purchase, and the Business Manager of the District is hereby
authorized and requested to acknowledge such Contract ,
substantially in the form attached hereto as Exhibit C, but
with such changes therein, deletions therefrom and
modifications thereto as the Treasurer, or designated deputy
thereof, or the County Chairperson may approve, such approval
to be conclusively evidenced by his execution and delivery
thereof; provided, however, that the maximum interest rate on
the Notes shall not exceed eight percent (8%) per annum and the
purchase price thereof shall be no less than the principal
amount of the Notes; and provided, further , that the
Underwriter named therein shall have been so designated by the
Superintendent or the Business Manager of the District . The
Treasurer, an authorized deputy thereof , or the County
Chairperson is further authorized to determine the maximum
principal amount of Notes to be specified in the Contract of
Purchase for sale by the County Board, up to $3 , 000 , 000 and to
enter into and execute the Contract of Purchase with the
Underwriter, if the conditions set forth in this Resolution are
satisfied.
Section 7 . Authorization of Preliminary Official Statement
and Official Statement . The Financial Advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes, to
be used in connection with the offering and sale of the Notes .
The Superintendent, Business Manager or any authorized designee
of such officers of the District, is hereby authorized and.
requested to execute and deliver the Official Statement .
Section 8 . Delivery of Notes . The proper officers of the
County Board are hereby authorized and directed to deliver the
Notes to the Underwriter in accordance with the Contract of
Purchase. All actions heretofore taken by the officers and
agents of the County Board with respect to the sale and
issuance of the Notes are hereby approved, confirmed and
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3035003/2
ratified, and the officers of the County Board are hereby
authorized and directed, for and in the name and on behalf of
the County Board, to do any and all things and take any and all
actions and execute and deliver any and all certificates,.
agreements and other documents , including but not limited to
those described in the Contract of Purchase, which they, or any
of them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and the resolution heretofore adopted by
the District Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the County, and its appropriate officials , have
duly taken all proceedings necessary to be taken by them, and
will take any additional proceedings necessary to be taken by
them, for the levy, collection and enforcement of the secured
property taxes pledged under the District Resolution in
accordance with the law and for carrying out the provisions of
the District Resolution and of this Resolution.
Section 10 . Recitals . All the recitals in this Resolution
above are true and correct and this County Board so finds,
determines and represents .
Section 11 . Designation as Qualified Tax-Exempt
Obligation. As provided in the District Resolution, the Notes
have been designated as "qualified tax-exempt obligations"
within the meaning of Section 265(b) (3) of the - Code .
Section 12 . Action Re Qualified Tax-Exempt Obligation.
Appropriate officials of the County Board and the Treasurer are
hereby authorized and directed to take such other actions as
may be necessary to assist the District in designating such
Notes as "qualified tax-exempt obligations, " including, if
either deemed necessary or appropriate, placing a legend to
such effect on the form of Note in such form as either deemed
necessary or appropriate .
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PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 7th day of June, 1988, by the
following vote:
AYES: Supervisors Powers , Fanden, McPeak, Torlakson, Schroder.,
NOES: None.
ABSENT: None.
By
Chairperson Board of
Supervisors
Attest : Phil Batchelor, Clerk of the Board of
Supervisors and County Admicistrater
G •�
erk, Board of Supervisors
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:f
CLERK'S CERTIFICATE
I , Jeanne Maglio, Clerk to the Board of Supervisors of the
County of Contra Costa (the "County") , hereby certify as
follows :
The following is a full, true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Supervisors of said County duly and regularly and legally held
at the regular meeting place thereof on June 7, 1988, of which
meeting all of the members of the Board of Supervisors of said
County had due notice and at which a quorum was present.
I have carefully compared the same with the original
minutes of said meeting on file and of record in the Board of
Supervisors ' office and the foregoing is a full, true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect.
Dated: June 7, 1988
Cler , Board of Supgrvisors
County of Contra Costa
(Seal]
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EXHIBIT A
RESOLUTION NO.
RESOLUTION OF THE BOARD OF EDUCATION OF MARTINEZ
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF
1988 TAX AND REVENUE ANTICIPATION NOTES FOR SAID
DISTRICT AND REQUESTING THE BOARD OF SUPERVISORS OF
CONTRA COSTA COUNTY TO ISSUE SAID NOTES
WHEREAS, pursuant to Sections 53850 et seg. of the
Government Code of the State of California (the "Act" )
contained in Article 7 . 6 thereof, entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
July 1) , the Martinez Unified School District (the "District" )
may borrow money by issuing notes for any purpose for which the
District is authorized to expend moneys, including but not
limited to current expenses, capital expenditures, and the
discharge of any obligation or indebtedness of the District; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the District by the Board of
Supervisors of the county (the "County Board" ) , the county
superintendent of which has jurisdiction over the District, as
soon as possible following the receipt of a resolution of the
governing board of the District requesting the borrowing; and
WHEREAS, the County Superintendent of the County of Contra
Costa (the "County" ) has jurisdiction over the District, and
this Board of Education (the "District Board" ) , being the
governing board of the District, hereby requests the borrowing
of not to exceed Three Million Dollars ($3 , 000, 000) at an
interest rate not to exceed eight percent (8%) through the
issue by the County Board of 1988 Tax and Revenue Anticipation
Notes (the "Notes" ) in the name of the District; and
WHEREAS, such Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year 1988-1989 in which issued; and
WHEREAS, such Notes may not bear interest to exceed twelve
percent ( 12%) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
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WHEREAS, pursuant to Section 53856 of the Act, the District
may pledge any taxes , income, revenue, cash receipts or other
moneys. deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and this
Resolution specifies that certain unrestricted revenues which
will be received by the District for the General Fund of the
District during or allocable to fiscal year 1988-1989 are
pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes, income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor, as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of $5, 000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase ( as defined below) therefor , as permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in this Resolution, as required by
Section 53853 of the Act; and
WHEREAS, the District Board has found and determined that
said $3 ,000, 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989 , when added to the
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes, income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
for which such taxes or other revenues are anticipated and
during which such notes are outstanding, all as provided in
Section 1 . 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc . , as financial
advisor, has prepared a form of Contract of Purchase and has
submitted said Contract to this Board, which Contract of
Purchase is on file with the Clerk of this Board (the "Contract
of Purchase" ) ; and this Board desires to have an underwriter,
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as shall be designated by the Superintendent or Business
Manager of the District (the "Underwriter" ) , purchase the
Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986 , as amended (the "Code" ) , under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations, " thereby allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the District Board hereby represents that :
(1) the Notes authorized by this Resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities , has heretofore issued $ aggregate principal
amount of obligations (other than those obligations described
in Paragraph (4) below) in calendar year 1988 the interest on
which is exempt from federal income tax under Section 103 of
the Code;
(3) the District reasonably anticipates that it, together
with its subordinate entities, will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in Paragraph (4) below) the interest on which is
exempt from federal income tax under Section 103 of the Code
which, when aggregated with all obligations described in
Paragraph (2) above, will not exceed an aggregate principal
amount of $10, 000, 000 ; and
(4) notwithstanding Paragraphs (2) and (3) above, the
District and its subordinate entities may have issued in
calendar year 1988 and may continue to issue during the
remainder of calendar year 1988 private activity bonds other
than qualified 501(c) (3) bonds as defined in Section 145 of the
Code; and
WHEREAS, the District Board wishes to designate the Notes
as "qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code;
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NOW, THEREFORE, the Board of Education of Martinez Unified
School District hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof; Paying Agent . The District Board hereby requests the
County Board to issue in the name of the District , an amount
not to exceed $3 , 000 , 000 principal amount of Notes under
Sections 53850 et seq. of the Act, designated "Martinez Unified
School District, County of Contra Costa, State of California,
1988 Tax and Revenue Anticipation Notes" (the "Notes" ) ; to be
numbered from 1 consecutively upward in order of issuance; to
be in the denominations of $5, 000 , or integral multiples
thereof, as determined by the Underwriter; to be dated the date
of delivery thereof; to mature (without option of prior
redemption) 364 days from said date of delivery (or 359 days
computed on a 30-day month/360-day year basis) , or if such date
is not a day on which banks in New York or California are open
for business, on the last day prior to such date; and to bear
interest, payable at maturity and computed on a 30-day
month/360-day year basis, at the rate or rates determined at
the time of sale thereof, but not in excess of eight percent
(8%) per annum. Both the principal of and interest on the
Notes shall be payable, only upon surrender thereof , in lawful
money of the United States of America at the principal office
of a paying agent, as shall be designated by the Superintendent
or (Associate Superintendent, Business Services] of the
District to be the paying agent with respect to the Notes (the
"Paying Agent" ) . This Board hereby approves the payment of the
reasonable fees and expenses of the Paying Agent as they shall
become due and payable.
Section 2 . Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit A attached hereto and by
reference incorporated herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of
Brown & Wood respecting the validity of said Notes and,
immediately following such legal opinion, a certificate
executed with the facsimile signature of the Chairperson of the
County Board (the "County Chairperson" ) , said certificate to be
in substantially the following form:
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I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes .
(Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds; No Arbitrage. The
moneys so borrowed shall be deposited in the General Fund of
the District . The District hereby covenants that it will make
no use of the proceeds of the Notes that would cause the Notes
to be "arbitrage bonds" under Section 148 of the Code; and, to
that end, so long as any of the Notes are outstanding, the
District, and all of its officers having custody or control of
such proceeds, shall comply with all requirements of said
section, including restrictions on the use and investment of
proceeds of the Notes and the rebate of a portion of investment
earnings on certain amounts, including proceeds of the Notes,
if required, to the Federal government, and of the Income Tax
Regulations of the United States Treasury promulgated
thereunder or under any predecessor provisions, to the extent
that such regulations are, at the time, applicable and in
effect, so that the Notes will not be "arbitrage bonds . "
Section 4 . Payment of Notes .
(A) Source of Payment . The principal amount of the Notes,
together with the interest thereon, shall be payable from
taxes , income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor . The Notes shall be a general
obligation of the District, and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor , as provided herein and by
law.
(B) Pledged Revenues . As security for the payment of the
principal of and interest on the Notes, the District hereby
pledges an amount equal to fifty percent (50%) of the principal
amount of the Notes from the unrestricted revenues received by
the District in the month ending December 31, 1988; an amount
equal to fifty percent ( 50%) of the principal amount of the
Notes from the unrestricted revenues received by the District
in the month ending April 30 , 1989; plus an amount sufficient
to pay interest on the Notes and any deficiency in the amount
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required to be deposited during any prior month, from
unrestricted revenues received by the District in the month
ending May 31, 1989 (such pledged amounts being hereinafter
called the "Pledged Revenues" ) . The term "unrestricted
revenues" shall mean taxes , income, revenue, cash receipts , and
other money of the District as provided in Section 53856 of the
Act, which are intended as receipts for the general fund of the
District and which are .generally . available ,_for the payment of
current expenses and other obligations of the District.
The principal of the Notes and the interest thereon shall
be a first__ lien _and . charge . against and shall be payable from
the first moneys received by the District from such Pledged
Revenues, as provided by law.
In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment Fund, as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in a month, then the amount of any deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Covenant Regarding Additional Short-term Borrowing.
The District hereby covenants and warrants that it will not
request the County Treasurer (the "Treasurer" ) to make
temporary transfers of funds in the custody of the Treasurer to
meet any obligations . of the District during the 1988-1989
fiscal year pursuant to the authority of Article XVI , Section 6
of the Constitution of the State of California or any other
legal authority.
(D) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held by the Treasurer in a special
fund designated as the "Martinez Unified School District,
County of Contra Costa, State of California, 1988 Tax and
Revenue Anticipation Notes Repayment Fund" (the "Repayment
Fund" ) and applied as directed in this Resolution. Any - moneys
placed in the Repayment Fund shall be for the benefit of the
holders of the Notes, and until the Notes and all interest
thereon are paid or until provision has been made for the
payment of the Notes at maturity with interest to maturity, the
moneys in the Repayment Fund shall be applied only for the
purposes for which the Repayment Fund is created.
(E) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall , when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
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deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District . On the maturity
date of the Notes , the moneys in the Repayment Fund shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer, as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time;
provided that no such investments shall have a maturity date
later than the maturity date of the Notes .
Section 5. Execution of Notes . The District hereby
requests the County Chairperson, or a designated deputy
thereof, to sign the Notes manually or by facsimile signature,
the Treasurer to sign the Notes manually or by facsimile
signature, and the Clerk of the County Board (the "Clerk" ) to
countersign the Notes manually or by facsimile signature
(provided that at least one of the foregoing shall sign
manually) ; the Clerk to affix the seal of the County thereto by
facsimile impression thereof; and said officers to cause the
blank spaces thereof to be filled in as may be appropriate.
Section 6 . Approval of Contract of Purchase. The form of
Contract of Purchase for the Notes, substantially in the form
attached hereto as Exhibit B, is hereby approved and the
Treasurer , or a designated deputy thereof, or the County
Chairperson, is hereby requested to execute and deliver the
Contract of Purchase, and the Superintendent or the Business
Manager of the District are each hereby authorized and
requested to acknowledge such Contract of Purchase, if
necessary, but with such changes therein, deletions therefrom
and modifications thereto as the County Chairperson may
approve, such approval to be conclusively evidenced by his or
her execution and delivery thereof; provided that the maximum
interest rate on the Notes shall not exceed eight percent ( 8%)
per annum and the purchase price thereof shall be no less than
the principal amount of the Notes; and provided, further , that
the Underwriter named therein shall have been so designated by
the Superintendent or the Business Manager of the District .
The Treasurer , an authorized deputy thereof , or the Chairperson
is further authorized to determine the maximum principal amount
of Notes to be specified in the Contract of Purchase for sale
by the County Board, up to $3 , 000 , 000 and to
7
NUMATTER/420
enter into and execute the Contract of Purchase with the
Underwriter, and if the conditions set forth in this Resolution
are satisfied.
Section 7. Authorization of Preliminary Official Statement
and Official Statement. The financial advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes, to
be used in connection with the offering and sale of the Notes .
The Superintendent or the Business Manager of the District, are
hereby authorized and requested to execute and deliver the
Official Statement.
Section 8 . Delivery of Notes . The proper officers of the
County Board are hereby requested to deliver the Notes to the
Underwriter in accordance with the Contract of Purchase. All
actions heretofore------taken by the officers and agents of the
District Board with respect to the Notes are hereby approved,
confirmed and ratified, and the officers of the District Board
are hereby authorized 'and directed to do any and all things and
take any and all actions including but not limited to those
described in the Contract of Purchase, which they, or any of
them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and resolutions hereafter adopted by the
County Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the District Board, and its appropriate
officials, have duly taken all proceedings necessary to be
taken by them, and will take any additional proceedings
necessary to be taken by them, for the levy, collection and
enforcement of the secured property taxes pledged under this
Resolution in accordance with the law and for carrying out the
provisions of this Resolution.
Section 10. Recitals . All the recitals in this Resolution
above are true and correct and this District Board so finds,
determines and represents .
Section 11. Designation as Oualified Tax-Exempt
Obligation. The District Board hereby designates the Notes as
"qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code.
Section 12 . Action Re Qualified Tax-Exempt Obligation.
Appropriate officials of the District are hereby authorized and
directed to take such other actions as may be necessary to
designate such Notes as "qualified tax-exempt obligations, "
including, if either deemed necessary or appropriate, placing a
8
NUMATTER/420
legend to such effect on the form of Note in such form as
either deemed necessary or appropriate.
PASSED AND ADOPTED by the Board of Education
of Martinez Unified School District this 24th day of May, 1988,
by the following vote :
AYES :
NOES :
ABSENT:
President, Board of Education
Martinez Unified School District
Attest :
Secretary, Board of Education
Martinez Unified School District
9
NUMATTER/420
SECRETARY' S CERTIFICATE
I , Cesare Caldarelli , Secretary of the Board of Education
of Martinez Unified School District, hereby certify as follows :
The following is a full , true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Education of said District duly and regularly and legally held
at the regular meeting place thereof on May 24 , 1988, of which
meeting all of the members of the Board of Education of said
District had due notice and at which a quorum was present .
I have carefully compared the same with the original
minutes of said meeting on file and of record in the
Superintendent ' s office and the. foregoing is a full , true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect .
Dated:
Secretary, Board of Education
Martinez Unified School District
[Seal]
10
NUMATTER/420
EXHIBIT B
FORM OF THE NOTE
MARTINEZ UNIFIED SCHOOL DISTRICT
COUNTY OF CONTRA COSTA
STATE OF CALIFORNIA
1988 TAX AND REVENUE ANTICIPATION NOTE
No.
$ July 1988
FOR VALUE RECEIVED, the Martinez Unified School District
(the "District" ) , County of Contra Costa, State of California,
acknowledges itself indebted to and promises to pay the holder
hereof , at the principal office of
the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
together with interest thereon at the
rate of
PERCENT ( %)
per annum in like lawful money of the United States of America
from the date hereof until payment in full of said principal
SUM. Both the principal of and interest on this Note shall be
payable only upon surrender of this Note as the same shall fall
due; provided, however, no interest shall be payable for any
period after maturity during which the holder hereof fails to
properly present this Note for payment .
It is hereby certified, recited and declared that this Note
is one of an authorized issue of Notes in the aggregate
principal amount of
Dollars ($ ) , all of like date, tenor and effect,
made, executed and given pursuant to and by authority of a
resolution of the Board of Supervisors of the County of Contra
B-1
3035003/2
Costa duly passed and adopted on 1988, and a resolution
of the Board of Education of the District duly passed and
adopted on May 24 , 1988, under and by authority of Article 7 . 6
(commencing with Section 53850) of Chapter 4 , Part 1 , Division
2, Title 5 , California Government Code, and that all acts,
conditions and things required to exist, happen and be
performed precedent to and in the issuance of this Note have
existed, happened and been performed in regular and due time,
form and manner as required - by law, and that this Note,
together with all other indebtedness and obligations of the
District, does not exceed any limit prescribed by the
Constitution or statutes of the State of California.
The principal amount of the Notes, together with the
interest thereon, shall be payable from taxes , income, revenue,
cash receipts and other moneys that are received by the
District during fiscal year 1988-1989 . As security for the
payment of the principal of and interest on the Notes the
District has pledged an amount equal to fifty percent (50%) of
the principal amount of the Notes from the unrestricted
revenues received by the District in the month ending
December 31 , 1988; and an amount equal to fifty percent ( 50%)
of the principal amount of the Notes from the unrestricted
revenues received by the District in the month ending April 30 ,
1989, plus an amount sufficient to pay interest on the Notes
from the unrestricted revenues of the District to be received
in the month ending May 31, 1989 (such pledged amounts being
hereinafter called the "Pledged Revenues" ) , and the principal
of the Notes and the interest thereon shall constitute a first
lien and charge thereon and shall be payable from the Pledged
Revenues, and to the extent not so paid shall be paid from any
other moneys of the District lawfully available therefor .
B-2
3035003/2
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of the Board of
Supervisors by facsimile signature, and by its Treasurer by his
manual signature, and countersigned by the Clerk of its Board
of Supervisors by facsimile signature and has caused a
facsimile of its official seal to printed hereon this
day of 1988 .
COUNTY OF CONTRA COSTA
By
Chairperson, Board of
Supervisors
By
Treasurer/Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
B-3
3035003/2
QUALIFIED TAX-EXEMPT OBLIGATION
This Note has been determined to be a "qualified tax-exempt
obligation" within the. meaning of Section 265(b) (3) of the
Internal Revenue Code of 1986, as amended, by resolution of the
District .
B-4
3035003/2
J . e
EXHIBIT C
CONTRACT OF PURCHASE
C-1
3035003/2
EXHIBIT C
t
CONTRACT OF PURCHASE
0
SCHOOL DISTRICT
THE BOARD OF SUPERVISORS
OF COUNTY
STATE OF CALIFORNIA
1988 TAX AND REVENUE ANTICIPATION NOTES
, 1988
MEMBERS OF THE BOARD OF SUPERVISORS
COUNTY, CALIFORNIA
Gentlemen:
The undersigned (collectively, the "Underwriter") , acting on
behalf of ourselves, offer to enter into this agreement with the
Board of Supervisors of County, California (the "Board")
acting on behalf of School District (the "District")
which, upon your acceptance hereof, will be binding upon the Board
and the Underwriter. This offer is made subject to the written
acceptance of this Contract of Purchase by the Board and
acknowledgement by the District and the delivery of such acceptance
to us at or prior to 11:59 P.M. , Pacific Time, on the date hereof.
i
1. Purchase and Sale of the Notes. Upon the terms and
conditions and in reliance upon the representations, warranties and
agreements of the Board herein set forth, the Underwriter hereby
agrees to purchase from the Board for reoffering to the public, and
the Board hereby agrees to sell to Underwriter for such purpose, all
(but not less than all) of $ in aggregate principal amount
of the 1988 Tax and Revenue Anticipation Notes issued by the County
in the name and on behalf of the District (the "Notes") . The Notes
shall bear interest at a rate of % per annum, such interest
being payable on maturity. The Underwriter shall purchase the Notes
at an aggregate purchase price of $
2. The Notes. The Notes shall be dated July , 1988,
shall mature on July , 1989, and shall otherwise be as described
1
herein, and shall be issued and secured pursuant to the Resolution
of the Board adopted on , 1988 (the "Note Resolution") and
Article 7.6, Chapter 4, Part 1, Division 2, Title 5 (commencing with
Section 53850) of the California Government Code (the "Act") .
3. Use of Documents. The Board hereby authorizes the
Underwriter to use, in connection with the offer and sale of the
Notes, this Contract of Purchase, an official statement referring to
the Notes in the form jointly approved by the Board, the District
and the Underwriter (which, together with all appendices and
supplements thereto and with such changes therein as are consented
to by the District and the Underwriter, is herein called the
"Official Statement") , the Note Resolution and all information
contained herein and therein and all of the documents, certificates
or statements furnished by the Board to the Underwriter in
connection with the transaction contemplated by this Contract of
Purchase.
4 . Offering of the Notes. The Underwriter agrees to make a
bona fide offering of all the Notes at the initial offering price
or yield to be set forth on the cover page of the official
Statement. Subsequent to such initial offering, the Underwriter
reserves the right to change such initial offering price or yield
as it deems necessary in connection with the marketing of the
Notes.
5. Delivery of Official Statement. At least one business
day prior to the date of Closing referred to in section 6 hereof,
the District and the Board shall deliver to the Underwriter three
copies of the official Statement in a form satisfactory to the
Underwriter, dated as of the date of the Contract of Purchase, duly
executed by an authorized officer of the District acting on behalf
of the District, and, as promptly as practicable thereafter, such
reasonable number of conformed copies as the Underwriter shall
request.
6. Closing. At 10 A.M. , Pacific Time, on , 1988 or at
such other time or on such other date as shall have been mutually
agreed upon by the parties (the "Closing") , the Board will deliver
to the Underwriter, at the office of Brown & Wood (the "Bond
Counsel") in San Francisco or at such other place as may mutually
be agreed upon, the Notes in definitive form, duly executed,
together with the other documents hereinafter mentioned; and the
Underwriter will accept such delivery and pay the purchase price
thereof in immediately available funds to the order of the
County ("the County") for the account of the District. The
Notes will be made available for checking and packaging at the place
of Closing, two business days prior to the Closing. The Notes shall
be in bearer form in denominations designated by the Underwriter at
least five business days prior to Closing. If for any reason
-2-
' f
whatsoever the Notes shall not have been delivered by the Board to
the Underwriter prior to the close of business, Pacific Time on
1988, then the obligation of the Board to sell Notes
hereunder and of the Underwriter to purchase Notes hereunder shall
terminate and be of no further force or effect except with respect
to the obligations of the Board and the Underwriter under Section 11
hereof.
7. Representations, Warranties and Agreements of the County.
The Board hereby represents, warrants and agrees with the
Underwriters that:
(A) The County is a political subdivision of the State of
California (the "State") duly organized and validly existing under
the laws of the State of California, with the power to issue the
Notes pursuant to the Act.
(B) (i) At or prior to the Closing, the Board will have
taken all action required to be taken to authorize the issuance and
delivery of the Notes; (ii) the Board will have full legal right,
power and authority to issue and deliver the Notes to the
Underwriter and to perform its obligations under each such document .
or instrument, and to carry out the Contract of Purchase and the
Note Resolution; (iii) the execution and delivery or adoption of,
and the performance by the Board of the obligations contained in,
the Notes, the Note Resolution and this Contract of Purchase have
been duly authorized and such authorization shall be in full force
and effect at the time of the Closing; (iv) this Contract of
Purchase has been duly executed and delivered and constitutes a
valid and legally binding obligation of the Board; and (v) the
Board has duly authorized the consummation of all transactions
contemplated by the Contract of Purchase.
(C) No consent, approval, authorization, order, filing,
registration, qualification, election or referendum, of or by any
person, organization, court or governmental agency or public body
whatsoever is required in connection with the issuance, delivery or
sale of the Notes or the consummation of the other transactions
effected or contemplated herein or hereby, except for such actions
as may be necessary to qualify the Notes for offer and sale under
the Blue Sky or other securities laws and regulations of such
states and jurisdictions of the United States as the Underwriter may
designate.
(D) The Board has complied and will continue to comply in
all respects with the Act.
(E) The issuance of the Notes, the execution, delivery
and performance of this Contract of Purchase, the Note Resolution
and the Notes, and compliance with the provisions hereof and thereof
do not conflict with or constitute on the part of the Board a
violation of or default under, the Constitution of the State of
California or any existing law, charter, ordinance, regulation,
-3-
I
decree, order or resolution and do not conflict with or result in a
violation or breach of, or constitute a default under, any
agreement, indenture, mortgage, lease or other instrument to which
the Board is a party or by which it is bound or to which it is
subject.
(F) As of the time of acceptance hereof, no action, suit,
proceeding, hearing or investigation is pending or (to the knowledge
of the Board). threatened against the Board: (i) in any way affecting
the existence of the Board or in any way challenging the respective
powers of the several offices or the titles of the officials of the
County to such offices; or (ii) seeking to restrain or enjoin the
sale, issuance or delivery of any of the Notes, the application of
the proceeds of the sale of the Notes, or the collection of revenues
or assets pledged or to be pledged or available to pay the
principal of or the interest on the Notes, or the pledge thereof or
in any way contesting or affecting the validity or enforceability of
the Notes, this Contract of Purchase or the Note Resolution, or
contesting the powers of the Board or its authority with respect to
the Notes, the Note Resolution or this Contract of Purchase; or
(iii) in which a final adverse decision could (a) materially
adversely affect the operations of the Board or the consummation of
the transactions contemplated by this Contract of Purchase or the
Note Resolution, (b) declare this Contract of Purchase to be invalid
or unenforceable in whole or in material part, or (c) adversely
affect the exemption of the interest paid on the Notes from Federal
income and California personal income taxation.
(G) Between the date hereof and the Closing, without the
prior written consent of the Underwriter, the Board will not have
issued any bonds, notes or other obligations except for such
borrowings as may be described in or contemplated by the Official
Statement.
(H) The Board has not been notified of any listing or
proposed listing by the Internal Revenue Service to the effect that
the Board is a bond issuer whose arbitrage certificates may not be
relied upon.
(I) Any certificates signed by any officer of the Board
and delivered to the Underwriter shall be deemed a representation
and warranty by the Board to the Underwriter as to the statements
made therein but not of the person signing the same.
8. Covenants of the Board. The Board covenants and agrees
with the Underwriter that:
(A) The Board will furnish such information, execute such
instruments, and take such other action in cooperation with the
Underwriter if and as the Underwriter may reasonably request in
order (i) to qualify the Notes for offer and sale under the Blue Sky
or other securities laws and regulations of such states and
jurisdictions of the United States as the Underwriter may designate
-4-
and (ii) to determine the eligibility of the Notes for investment
under the laws of such states and other jurisdictions, and will use
its best efforts to continue such qualifications in effect so long
as required for distribution of the Notes by the Underwriter.
(B) The Board will apply the proceeds from the sale of
the Notes for the purposes specified in the Note Resolution; and
(C) For a period of 90 days after the Closing or until
such time (if earlier) as the Underwriter shall no longer hold any
of the Notes for resale, the Board will (a) not adopt any amendment
of or supplement to the Official Statement to which, after having
been furnished with a copy, the Underwriter shall object in writing
or which shall be disapproved in writing by the Underwriter and (b)
if any event relating to or affecting the Board shall occur as a
result of which it is necessary, in the opinion of the Underwriter,
to amend or supplement the Official Statement in order to make any
statements made in the Official Statement not misleading in light of
the circumstances existing at the time the Official Statement is
delivered to a purchaser, forthwith prepare and furnish (at the
expense of the District) a reasonable number of copies of an
amendment of or supplement to the Official Statement (in form and
substance satisfactory to the Underwriter) which will amend or
supplement the Official Statement Iso that it will not contain an
untrue statement of a material fact or omit to state a material fact
necessary in order to make the statements therein, in the light of
the circumstances existing at the time the Official Statement is
delivered to a purchaser, not misleading.
9. Conditions of Closing. The Underwriter has entered into
this Contract of Purchase in reliance upon the representations and
warranties of the Board contained herein and the performance by the
Board of its obligations hereunder, both as of the date hereof and
as of the date of Closing. The Underwriter's obligations under this
Contract of Purchase are and shall be subject, at the option of the
Underwriter, to the following further conditions as of the date of
Closing:
(A) The representations and warranties of the Board
contained herein shall be true, complete and correct in all material
respects at the date hereof and at and as of the date of Closing, as
if made at and as of the date of Closing, and the statements made in
all certificates and other documents delivered to the Underwriter at
the Closing pursuant hereto shall be true, complete and correct in
all material respects on the date of Closing; and the Board shall be
in compliance with each of the agreements made by it in this
Contract of Purchase;
(B) At the time of the Closing, (i) the Official
Statement, this Contract of Purchase and the Note Resolution shall
be in full force and effect and shall not have been amended,
modified or supplemented except as may have been agreed to in
writing by the Underwriter; (ii) all actions under the Act which, in
-5-
the opinion of Bond Counsel, shall be necessary in connection with
the transactions contemplated hereby, shall have been duly taken and
shall be in full force and effect; and (iii) the Board shall perform
or have performed all of its obligations required under or specified
in the Note Resolution, this Contract of Purchase or the Official
Statement to be performed at or prior to the date of Closing;
(C) No decision, ruling or finding shall have been
entered by any court or governmental authority since the date of
this Contract of Purchase (and not reversed on appeal or otherwise
set aside) or, to the best knowledge of the Board, shall any action
be pending or threatened which has any of the effects described in
Section 7 (F) hereof or which contests in any way the completeness
or accuracy of the Official Statement.
(D) No order, decree or injunction of any court of
competent jurisdiction, nor any order, ruling or regulation of the
Securities and Exchange Commission, shall have been issued or made
with the purpose or effect of prohibiting the issuance, offering or
sale of the Notes as contemplated hereby and no legislation shall
have been enacted, or a bill favorably reported for adoption, or a
decision by a court established under Article III of the
Constitution of the United States rendered, or a ruling, regulation,
proposed regulation or official statement by or on behalf of the
Securities and Exchange Commission or other governmental agency
having jurisdiction of the subject matter shall be made or issued,
to the effect that the Notes or any securities of the Board or of
any political subdivision (as defined by Treasury Regulation Section
I. 103-1(b) and described in Section 103 (a) of the Internal Revenue
Code of 1954, as amended, and the regulations thereunder) are not
exempt from the registration, qualification or other requirements of
the Securities Act of 1933 , as amended and as then in effect, or of
the Trust Indenture Act of 1939, as amended and as then in effect;
(E) At or prior to the date of the Closing, the
Underwriter shall receive two copies of the following documents in
each case dated as of the Closing Date and satisfactory in form and
substance to the Underwriter:
(1) An approving opinion of Bond Counsel, as to the
Notes, addressed to the Board;
(2) Certificates signed by an appropriate official
from the Board or the District to the effect that (i) the
representations, agreements and warranties of the Board herein are
true and correct in all material respects as of the date of Closing;
(ii) the Board has complied with all the terms of the Note
Resolution and this Contract of Purchase to be complied with by the
Board prior to or concurrently with the date of Closing and such
documents are in full force and effect; (iii) there is no action,
suit, proceeding, inquiry or investigation, at law or in equity,
before or by any court or public body, pending, or to his or her
knowledge, threatened against the Board or the District which has
any of the effects described in Section 7 (F) hereof or contesting in
I
-6-
c
any way the completeness or accuracy of the Official Statement (but
in lieu of or in conjunction with such certification the Underwriter
may, at its sole discretion, accept certificates or opinions of the
County Counsel or Bond Counsel, that in their opinion the issues
raised in any such pending or threatened litigation are without
substance and that the contentions of all plaintiffs therein are
without merit) ; and (iv) the District official has reviewed the
Official Statement and on such basis certifies that the Official
Statement does not contain any untrue statement of a material fact
or omit to state any material fact required to be stated therein or
necessary to make the statements therein, in light of the
circumstances in which they were made, not misleading;
(3) Arbitrage certificate of the District in
a form satisfactory to Bond Counsel;
(4) Evidence satisfactory to the Underwriter that
the Notes shall have been rated MIG- (or its equivalent) by
Moody's Investors Service, Inc. , and that such rating has not been
revoked or downgraded;
(5) Certified copies of the Note Resolution and of
the Resolution of the District requesting the issuance by the County
Board of the Notes, adopted on , 1988 ;
(6) Such additional legal opinions, certificates,
proceedings, instruments and other documents as the Underwriter may
reasonably request to evidence (i) compliance by the Board and the
District with legal requirements, (ii) the truth and accuracy, as of
the time of Closing, of the representations of the Board contained
herein and in the Official Statement (iii) and the due performance
or satisfaction by the Board at or prior to such time of all
agreements then to be performed and all conditions then to be
satisfied by the Board.
If the Board is unable to satisfy the conditions to the
Underwriter's obligations contained in this Contract of Purchase or
if the Underwriter's obligations shall be terminated for any reason
permitted by this Contract of Purchase, this Contract of Purchase
may be cancelled either in part or in its entirety by the
Underwriter at, or at any time prior to, the time of Closing.
Notice of such cancellation shall be given to the Board in writing,
or by telephone or telegraph confirmed in writing. Notwithstanding
any provision herein to the contrary, the performance of any and all
obligations of the Board hereunder and the performance of any and
all conditions contained herein for the benefit of the Underwriter
may be waived by the Underwriter in writing at its sole discretion.
The Underwriter shall also have the right to cancel, either in
part or in its entirety, its obligation to purchase the Notes, by
written notice to the Board, if between the date hereof and the date
of Closing: (i) any event occurs or information becomes known,
which, in the reasonable professional judgment of the Underwriter,
makes untrue any statement of a material fact set forth in the
-7-
Official Statement or results in an omission to state a material
fact necessary to make the statements made therein, in light of the
circumstances under which they were made, not misleading; (ii) the
market for the Notes or the market price of the Notes or the ability
of the Underwriter to enforce contracts for the sale of the Notes
shall have been materially and adversely affected, in the
reasonable professional judgment of the Underwriter, by (a)
legislation enacted by the Congress of the United States, or passed
by either House of the Congress, or favorably reported for passage
to either House of the Congress by any Committee of such House to
which such legislation has been referred for consideration, or by
the legislature of the State, or a decision rendered by a court of
the United States or the State or by the United States Tax Court, or
a ruling, order, or regulation (final or temporary) made by the
Treasury Department of the United' States or the Internal Revenue
Service or other Federal or State authority, which would have the
effect of changing, directly or indirectly, the exemptions from
Federal income tax or State personal income tax of interest on
obligations of the general character of the Notes in the hands of
the holders thereof, or (b) any new outbreak of hostilities or other
national or international calamity or crisis, the effect of such
outbreak, calamity or crisis on the financial markets of the United
States being such as, in the judgment of the Underwriter, would
affect materially and adversely the ability of the Underwriter to
market the Notes, or (c) a general suspension of trading on the New
York Stock Exchange, or fixing of minimum or maximum prices for
trading or maximum ranges for prices for securities on the New York
Stock Exchange, whether by virtue of a determination by that
Exchange or by order of the Securities and Exchange Commission or
any other governmental authority having jurisdiction, or (d) a
general banking moratorium declared by either Federal or State
authorities having jurisdiction; or (iii) additional material
restrictions not in force or being enforced as of the date hereof
shall have been imposed upon trading in securities generally by any
governmental authority or by any national securities exchange which,
in the opinion of the Underwriter, materially adversely affect the
market price for the Notes.
10. Conditions to Obligations of the County. The performance
by the Board of its obligations is conditioned upon (i) the
performance by the Underwriter of its obligations hereunder; and
(ii) receipt by the Board and the Underwriter of the opinions and
certificates being delivered at the Closing by persons and entities
other than the County.
11. Expenses. (A) The District shall pay any expenses
incident to the performance of its obligations or the obligations of
the Board hereunder, including but not limited to the following:
(i) the cost of the preparation and reproduction of the Note
Resolution; (ii) the fees and disbursement of Bond Counsel; (iii)
the cost of the preparation, printing and delivery of the Notes;
(iv) the fees, if any, for Note ratings and costs incurred in
-8-
gathering the information required for the Note rating; (v) the
cost of the preparation, printing and distribution of the Official
Statement; (vi) any costs or expenses incurred with any printing
company incident to reproducing facsimile signatures on the Notes;
(vii) costs of preparation and reproduction of this Contract of
Purchase; and (viii) costs of the Paying Agent.
(B) The Underwriter shall pay all other costs and
disbursements incurred by them in connection with the transactions
contemplated hereby.
12 . Covenants of the Underwriter. The parties comprising the
Underwriter hereby agree between themselves as follows:
(A) The Notes may be initially offered when the
Underwriter and the Board shall have executed this Contract of
Purchase.
(B) The Underwriter may allow a dealer concession on
sales to (i) securities dealers, (ii) dealer banks or divisions or
departments of banks, (iii) foreign banks or broker-dealers which
(1) are registered as broker-dealers under the Securities Exchange
Act of 1934 and agree that in connection with making sales of the
Notes in the United States of America that they will comply with the
Rules of the Municipal Securities Rulemaking Board ("MSRB") , or (2)
if not so registered, agree that they will not sell any Notes in the
United States of America, its territories or possessions or to
persons who are citizens thereof or residents therein and in making
other sales agree to comply with the Rules of Fair Practice of the
National Association of Securities Dealers.
(C) The Underwriter may change the public offering price
and, in general, or in such specific cases as it may determine, any
concession, commissions, allowances or reallowances.
(D) The Underwriter agrees to mail or deliver an Official
Statement to each person who purchases Notes with or prior to final
written confirmation of the sale to such person.
(E) Each party comprising the Underwriter represents to
the other that it is registered as a broker-dealer or a municipal
securities dealer under the Securities Exchange Act of 1934 .
(F) Neither party comprising the Underwriter shall be
liable to the other with respect to (i) the issue, form,
genuineness, validity, legality, enforceability or value of, or
title to, the Notes, (ii) the validity of any instrument under or
pursuant to which the Notes may be issued, (iii) any representations
in this Contract of Purchase other than those in this Section, (iv)
the accuracy or completeness of the official Statement, any
memorandum, brochure or agreement, or any statements, reports or
letters of others in connection with the Notes, (v) the delivery of
the Notes or the performance by the Board or others of any agreement
-9-
on its or their part, or (vi) the qualification or registration of
the Notes for sale, or the legality of the Notes for investment
under the laws of any jurisdiction. Neither party comprising the
Underwriter shall be (i) liable to the other nor (ii) liable to any
other parts, except for such liability as it may have as an
Underwriter, for any obligations, either express or implied, which
are not herein expressly assumed.
13 . Notices. Any notice or other communication to be given
under this Contract of Purchase (other than the acceptance hereof as
specified in the first paragraph hereof) may be given by delivering
the same in writing to the District and to the Board, or if to the
Underwriter, to Kelling, Northcross & Nobriga, Inc. , 595 Market
Street, Suite 1350, San Francisco, California 94105, Attention:
President, and to
14 . Parties in Interest; Survival of Representations and
Warranties. This Contract of Purchase when accepted by the Board
and acknowledged by the District in writing as heretofore specified
shall constitute the entire agreement between the Board and the
Underwriter. This Contract of Purchase is made solely for the
benefit of the Board and the Underwriter (including the successors
or assigns of any Underwriter) . No person shall acquire or have any
rights hereunder or by virtue hereof. All representations,
warranties and agreements of the Board in this Contract of Purchase
shall survive regardless of (a) any investigation or any statement
in respect thereof made by or on behalf of the Underwriter, (b)
delivery of and payment by the Underwriter for the Notes hereunder,
and (c) any termination of this Contract of Purchase.
15. Execution in Counterparts. This Contract of Purchase may
be executed in several counterparts each of which shall be regarded
as an original and all of which shall constitute one and the same
document.
i
-10-
16. Applicable Law. This Contract of Purchase shall be
interpreted, governed and enforced in accordance with the laws of
the State.
Very truly yours,
KELLING, NORTHCROSS & NOBRIGA INCORPORATED
By
Senior Vice President
By
The foregoing is hereby agreed to and accepted as of the date
first above written:
THE BOARD OF SUPERVISORS OF
COUNTY, CALIFORNIA
By
CHAIRPERSON
The foregoing is hereby acknowledged and accepted as of the
date first above written.
i
SCHOOL DISTRICT
By
-11-
RESOLUTION NO. 88-28
RESOLUTION OF THE BOARD OF EDUCATION OF MARTINEZ
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF
1988 TAXAND REVENUE ANTICIPATION NOTES FOR SAID
DISTRICT AND REQUESTING THE BOARD OF SUPERVISORS OF
CONTRA COSTA COUNTY TO ISSUE SAID NOTES
WHEREAS, pursuant to Sections 53850 et seg. of the
Government Code of the State of California (the "Act" )
contained in Article 7 . 6 thereof, entitled "Temporary
Borrowing" , on or after the first day of any fiscal year (being
.;uly 1) , the Martinez Unified School District (the "District" )
may borrow money by issuing notes for any purpose for which the
District is authorized to expend moneys, including but not
. limited to current expenses, capital expenditures, and the
discharge of any obligation or indebtedness of the District; and
WHEREAS, Section 53853 of the Act provides that such notes
must be issued in the name of the District by the Board of
Supervisors of the county (the "County Board" ) , the county
superintendent of which has jurisdiction over the District, as
soon as possible following the receipt of a resolution of the
governing board of the District requesting the borrowing; and
WHEREAS, the County Superintendent of the County of Contra
Costa (the "County" ) has jurisdiction over the District, and
this Board of Education (the "District Board" ) , being the
governing board of the District, hereby requests the borrowing
of not to exceed Three Million Dollars ($3, 000 , 000) at an
interest rate not to exceed eight percent (8%) through the
issue by the County Board of 1988 Tax and Revenue Anticipation
Notes (the "Notes" ) in the name of the District; and
WHEREAS, such Notes are payable twelve months after their
date of delivery which is during the fiscal year succeeding the
fiscal year 1988-1989 in which such Notes were issued, but as
required by Section 53854 of. the Act, such date is not later
than fifteen months after the date of issue, and such Notes
shall be payable only from revenue received or accrued during
the fiscal year 1988-1989 in which issued; and
WHEREAS, such Notes may not bear interest to exceed `twelve
percent ( 12%) per annum, as permitted by Section 53531 of the
Act, notwithstanding Section 53854 of the Act; and
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WHEREAS, pursuant to Section 53856 of the Act, the District
may pledge any taxes, income, revenue, cash receipts or other
moneys deposited in inactive or term deposits (but excepting
certain moneys encumbered for a special purpose) ; and this
Resolution specifies that certain unrestricted revenues which
will be received by the District for the General Fund of the
District during or allocable to fiscal year 1988-1989 are
pledged for the payment of the Notes; and
WHEREAS, the Notes shall be a general obligation of the
District, and to the extent not paid from the taxes, income,
revenue, cash receipts and other moneys of the District pledged
for the payment thereof shall be paid with interest thereon
from any other moneys of the District lawfully available
therefor, as required by Section 53857 of the Act; and
WHEREAS, the Notes shall be in denominations of $5,000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided in the Contract
of Purchase (as defined below) therefor, as permitted by
Section 53853 of the Act; and shall be in the form and executed
in the manner prescribed in this Resolution, as required by
Section 53853 of the Act; and
WHEREAS, the District Board has found and determined that
said $3 ,000, 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1988-1989 , when added to the
interest payable thereon, does not exceed eighty-five percent
(85%) of the estimated amount of the uncollected taxes, income,
revenue ( including but not limited to revenue from state and
federal governments) , cash receipts and other moneys of the
District which will be available for the payment of the Notes
and interest thereon, as required by Section 53858 of the Act;
and
WHEREAS, the Notes will not be 'outstanding after a period
ending twelve months after the date on which such Notes are
issued and will not be issued in an amount greater than the
maximum anticipated cumulative cash flow deficit to be financed
by the anticipated tax or other revenue sources for the period
forwhich such taxes or other revenues are anticipated and
during which such notes are outstanding, all as provided in
Section 1 . 103-14(c) of the Income Tax Regulations of the United
States Treasury; and
WHEREAS, Kelling, Northcross & Nobriga, Inc. , as financial
advisor, has prepared a form of Contract of Purchase and has
submitted said Contract to this Board, which Contract of
Purchase is on file with the Clerk of this Board (the "Contract
of Purchase" ) ; and this Board desires to have an underwriter,
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n y
as shall be designated by the Superintendent or Business
Manager of the District (the "Underwriter" ) , purchase the
Notes; and
WHEREAS, pursuant to Section 265(b) (3) of the Internal
Revenue Code of 1986 , as amended (the "Code" ) , under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section 103 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations, " thereby allowing certain financial
institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution' s interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the District Board hereby represents that :
(1) the Notes authorized by this Resolution are not
private activity bonds within the meaning of Section 141 of the
Code;
(2) the District, together with all of its subordinate
entities, has heretofore issued $ -0- aggregate principal
amount of obligations (other than those obligations described
in Paragraph (4) below) in calendar year 1988 the interest on
which is exempt from federal income tax under Section 103 of
the Code;
(3) the District reasonably anticipates that it, together
with its subordinate entities, will issue during the remainder
of calendar year 1988 obligations (other than those obligations
described in Paragraph (4) below) the interest on which is
exempt from federal income tax under . Section 103 of the Code
which, when aggregated with all obligations described in
Paragraph (2) above, will not exceed an aggregate principal
amount of $10, 000 , 000; and
(4) notwithstanding Paragraphs (2) and (3) above, the
District and its subordinate entities may have issued in
calendar year 1988 and may continue to issue during the
remainder of calendar year 1988 private activity bonds other
than qualified 501(c) (3) bonds as defined in Section 145 of the
Code; and
WHEREAS, the District Board wishes to designate the Notes
as "qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code;
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NOW, THEREFORE, the Board of Education of Martinez Unified
School District hereby resolves as follows :
Section 1 . Authorization of Issuance of Notes; Terms
Thereof; Paying Agent . The District Board hereby requests the
County Board to issue in the name of the District, an amount
not to exceed $3, 000, 000 principal amount of Notes under
Sections 53850 et sec . of the Act, designated "Martinez Unified
School District, County of Contra Costa, State of California,
1988 Tax and Revenue Anticipation Notes" (the "Notes" ) ; to be
numbered from 1 consecutively upward in order of issuance; to
be in the denominations of $5,000 , or integral multiples
thereof, as determined by the Underwriter; to be dated the date
of delivery thereof; to mature (without option of prior
redemption) 364 days from said date of delivery (or 359 days
computed on a 30-day month/360-day year basis) , or if such date
is not a day on which banks in New York or California are open
for business, on the last day prior to such date; and to bear
interest, payable at maturity and computed on a 30-day
month/360-day year basis, at the rate or rates determined at
the time of' sale thereof, but not in excess of eight percent
(8%) per annum. Both the principal of and interest on the
Notes shall be payable, only upon surrender thereof , in lawful
money . of the United States of America at the principal office
of a paying agent, as shall be designated by the Superintendent
or (Associate Superintendent, Business Services] of the
District to be the paying agent with respect to the Notes (the
"Paying Agent" ) . This Board hereby approves the payment of the
reasonable fees and expenses of the Paying Agent as they shall
become due and payable.
Section 2 . Form of Notes . The Notes shall be issued in
bearer form and shall be substantially in the form and
substance set forth in Exhibit A - attached hereto and by
. reference incorporated herein, the blanks in said form to be
filled in with appropriate words and figures . There shall be
printed on the reverse of each Note, the legal opinion of
Brown & Wood respecting the validity of said Notes and,
immediately following such legal opinion, a certificate
executed with the facsimile signature of the Chairperson of the
County Board (the "County Chairperson" ) , said certificate to be
in substantially the following form:
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I HEREBY CERTIFY that the foregoing is a true and correct
copy of the legal opinion regarding the Notes therein
described that was manually signed by Brown & Wood, and was
dated as of the date of delivery of and payment for said
Notes.
(Facsimile Signature]
Chairperson, Board of Supervisors
Section 3 . Deposit of Note Proceeds; No Arbitrage. The
moneys so borrowed shall be deposited in the General Fund of
the District. The District hereby covenants that it will make
no use of the proceeds of the Notes that would cause the Notes
to be "arbitrage bonds" under Section 148 of the Code; and, to
that end, so long as any of the Note's are outstanding, the
District, and all of its officers having custody or control of
such proceeds, shall comply with all requirements of said
section, including restrictions on the use and investment of
proceeds of the Notes and the rebate of a portion of investment
earnings on certain amounts , including proceeds of the Notes ,
if required, to the Federal government, and of the Income Tax
Regulations of the United States Treasury promulgated
thereunder or under any predecessor provisions, to the extent
that such regulations are, at the time, applicable and in
effect, so that the Notes will not be "arbitrage bonds . "
Section 4 . Payment of Notes .
(A) Source of Payment. The principal amount of the Notes,
together with the interest thereon, shall be payable from
taxes, income, revenue, cash receipts and other moneys which
are received by the District during fiscal year 1988-1989 and
which are available therefor . The Notes shall be a general
obligation of the District, and to the extent the Notes are not
paid from the Pledged Revenues defined below, the Notes shall
be paid with interest thereon from any other moneys of the
District lawfully available therefor, as provided herein and by
law.
(B) Pledged . Revenues . As security for the payment of the
principal of and interest on the Notes, the District hereby
pledges an amount equal to fifty percent (50%) of the principal
amount of the Notes from the unrestricted revenues received by
the District in the month ending December 31, 1988; an amount
equal to fifty percent (50%) of the principal amount of the
Notes from the unrestricted revenues received by the District
in the month ending April 30 , 1989; plus an amount sufficient
to pay interest on the Notes and any deficiency in the amount
5
NUMATTERJ420
required to be deposited during any prior month, from
unrestricted revenues received by the District in the month
ending May 31, 1989 (such pledged amounts being hereinafter
called the "Pledged Revenues" ) . The term "unrestricted
revenues" shall mean taxes, income, revenue, cash receipts , and
other money of the District as provided in Section 53856 of the
Act, which are intended as receipts for the general fund of the
District and which are generally available for the payment of
current expenses and other obligations of the District .
The principal of the Notes and the interest thereon shall
be a first lien and charge against and shall be payable from
the first moneys received by the District from such Pledged
Revenues, as provided by law.
In the event that there are insufficient unrestricted
revenues received by the District to permit the deposit into
the Repayment , Fund., as hereinafter defined, of the full amount
of Pledged Revenues to be deposited from unrestricted revenues
in a month, then the amount of any deficiency shall be
satisfied and made up from any other moneys of the District
lawfully available for the repayment of the Notes and the
interest thereon.
(C) Covenant Regarding Additional Short-term Borrowing.
The District hereby covenants and warrants that it will not
request the County Treasurer (the "Treasurer" ) to make
temporary transfers of funds in the custody of the Treasurer to
meet any obligations of the District during the 1988-1989
fiscal year pursuant to the authority of Article XVI , Section 6
of the Constitution of the State of California or any other
legal authority.
(D) Deposit of Pledged Revenues in Repayment Fund. The
Pledged Revenues shall be held by the Treasurer in a special
fund designated as the "Martinez Unified School District,
County of Contra Costa, State of California, 1988 Tax and
Revenue Anticipation Notes Repayment Fund" (the "Repayment
Fund") and applied as directed in this Resolution. Any - moneys
placed in the Repayment Fund shall be for the benefit of the
holders of the Notes, and until the Notes and all interest
thereon are paid or until provision has been made for the
payment of the Notes at maturity with interest to maturity, the
moneys in the Repayment Fund shall be applied only for the
purposes for which the Repayment Fund is created.
(E) Disbursement and Investment of Moneys in Repayment
Fund. From the date this Resolution takes effect, all Pledged
Revenues shall , when received, be deposited in the Repayment
Fund. After such date as the amount of Pledged Revenues
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NUMATTER/420
deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any
moneys in excess of such amount remaining in or accruing to the
Repayment Fund shall be transferred to the general fund of the
District upon the request of the District . On ' the maturity'
date of the Notes, the moneys in the Repayment Fund ' shall be
used, to the extent necessary, to pay the principal of and
interest on the Notes .
Moneys in the Repayment Fund, to the greatest extent
possible, shall be invested at the request of the District in
investment securities by the Treasurer, as permitted by
applicable California law, as it is now in effect and as it may
be amended, modified or supplemented from time to time; '
provided that no such investments shall have a maturity date
later than the maturity date of the ,Notes .
Section 5. Execution of Notes . The District hereby
requests the County Chairperson, or a designated deputy
thereof, to sign the Notes manually or by facsimile signature,
the Treasurer to sign the Notes manually or by facsimile
signature, and the Clerk of the County Board (the "Clerk" ) to
countersign the Notes manually or by facsimile signature
(provided that at least one of the foregoing shall sign
manually) ; the Clerk to affix the seal of the County thereto by
facsimile impression thereof; and said officers to cause the
blank spaces thereof to be filled in as may be appropriate.
Section 6 . Approval of Contract of Purchase. The form of
Contract of Purchase for the Notes, substantially in the form
attached hereto as Exhibit B, is hereby approved and the
Treasurer, or a designated deputy thereof, or the County
Chairperson, is hereby requested to execute and deliver the
Contract of Purchase, and the Superintendent or the Business
Manager of the District are each' hereby authorized and
requested to acknowledge such Contract of Purchase, if
necessary, but with such changes 'therein, deletions therefrom
and modifications thereto as the County Chairperson may
approve, such approval to be conclusively evidenced by his or
her execution and delivery thereof; provided that the maximum
interest rate on- the Notes shall not exceed eight percent (8%)
per annum and the purchase price thereof shall be no less than
the principal amount of the Notes; and provided, further, that
the Underwriter named therein shall have been so designated by
the Superintendent or the Business Manager of the District .
The Treasurer , an authorized deputy thereof, or the Chairperson
is further authorized to determine the maximum principal amount
of Notes to be specified in the Contract of Purchase for sale
by the County Board, up to $3, 000, 000 and to
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enter into and execute the Contract of Purchase with the
Underwriter, and if the conditions set forth in this Resolution
are satisfied.
Section 7. Authorization of Preliminary Official Statement
and Official Statement. The financial advisor to the District
is hereby authorized to prepare a Preliminary Official
Statement and an Official Statement relating to the Notes, to
be used in connection with the offering and sale of the Notes .
The Superintendent or the Business Manager of the District, are
hereby authorized and requested to execute and deliver the
Official Statement.
Section 8 . Delivery of Notes . The proper officers of the
County Board are hereby requested to deliver the Notes to the
Underwriter in accordance with the Contract of Purchase. All
actions heretofore taken by ' the officers and agents of the
District Hoard with respect to the Notes are hereby approved,
confirmed and ratified, and the officers of the District Board
are hereby authorized and directed to do any and all things and
take any and all actions including but not limited to those
described in the Contract of Purchase, which they, or any of
them, may deem necessary or advisable in order to consummate
the lawful issuance and delivery of the Notes in accordance
with this Resolution and resolutions hereafter adopted by the
County Board.
Section 9 . Further Actions Authorized. It is hereby
covenanted that the District Board, and its appropriate
officials, have duly taken all proceedings necessary to be
taken by them, and , will take any additional . proceedings
necessary to be taken by them, for the levy, collection and
enforcement of the secured property taxes pledged under this
Resolution in accordance with the law and for carrying out the
provisions of this Resolution.
Section 10. Recitals . All the recitals in this Resolution
above are true and correct and this District Board so finds,
determines and represents .
Section 11. Desianation as Oualified Tax-Exempt
Obligation. The District Board hereby designates the Notes as
"qualified tax-exempt obligations" within the meaning of
Section 265(b) (3) of the Code.
Section 12 . Action Re Qualified Tax-Exempt Obligation.
Appropriate officials of the District are hereby authorized and
directed to take such other actions as may be necessary to
designate . such Notes as "qualified tax-exempt obligations, "
including,, if either deemed necessary or appropriate, placing a
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legend to such effect on the form of Note in such form as
either deemed necessary or appropriate.
PASSED AND ADOPTED by the Board of Education
of Martinez Unified School District this 24th day 'of May, 1988,
by the following vote :
AYES: Barto, Hobert, Huguet, Laird, Repicky
NOES: None
ABSENT: None
Pr66ident, Board of Education
Martinez Unified School District
Attest :
Secretary, Board 6f(/Education
Martinez Unified School District
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SECRETARY' S CERTIFICATE
I, Cesare Caldarelli , Secretary of the Board of Education
of Martinez Unified School District, hereby certify as follows :
The following is a full, true and correct copy of a
resolution duly adopted at a regular meeting of the Board of
Education of said District duly and regularly and legally held
at the regular meeting place thereof on May 24 , 1988, of which
meeting all of the members of the Board of Education of said
District had due notice and at which a quorum was present .
I have carefully compared the same with the original
minutes of said meeting on file and of record in the
Superintendent ' s office and the foregoing is a full, true and
correct copy of the original regulation adopted at said meeting
and entered in said minutes .
Said resolution has not been amended, modified or rescinded
since the date of its adoption, and the same is now in full
force and effect.
Dated: StL4,a$
Secretary, Board o ducation
Martinez Unified School District
[Seal]
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