HomeMy WebLinkAboutMINUTES - 06121990 - 1.58 1.-®5S
BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. 90/361
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, 1990 TAX AND REVENUE ANTICIPATION 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) , 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 23 , 1990,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF ANTIOCH
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF 1990 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF COUNTY OF CONTRA COSTA 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 (8%) through the issuance by
the County Board of 1990 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 1990-1991 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 1990-1991 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
1990-1991 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 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 1990-1991, 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 the Assistant
Superintendent-Business of the District (the "Underwriter" ) , to
purchase the Notes; and
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 sea. of the
Act, designated "Antioch Unified School District, County of
Contra Costa, State of California, 1990 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
office of the Treasurer-Tax Collector of the County (the
"Treasurer" ) .
Section Z. Form of Notes. The Notes shall be issued in
registered 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
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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 inisubstantially
the following form:
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 . l
(Facsimile Signature]
Chairperson, Board ''of Supervisors
Section 3 . Deposit of Not 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 1990-1991 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, 1990; 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, 1991; plus an amount sufficient `, to pay
interest on the Notes, from unrestricted revenues received by
the District in the month ending May 31, 1991 (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 .
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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 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 Treasurer in a special
fund designated as the "Antioch Unified School District,. County
of Contra Costa, State of California, 1990 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 ih 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
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I
t
V
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 theNotes manually
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 Superintendent or the Assistant
Superintendent-Business of the District is hereby authorized
and requested to acknowledge such Contract, substantially in
the form presented to this Board, 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 Assistant Superintendent-Business 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.
i
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, the Assistant Superintendent-;, Business 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
Putchase. All actions heretofore taken by the officers and
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9
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 andjon 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 inaccordance
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 thelprovisions 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 .
PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 12th day of June, 1990, by the
following vote:
AYES: Supervisors Power. , Schroder, McPeak, Tor1akson, Fanden
NOES: None
ABSENT: None
By
Chairp
son, Board of
son,
i
Attest : PhR Oa O10r, CIO* of the Board of
pe(visors and CnuMy Admtoistratar
lerk, Board of Supervisor
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EXHIBIT B
ANTIOCH UNIFIED SCHOOL DISTRICT
COUNTY OF CONTRA COSTA .
STATE OF CALIFORNIA
1990 TAX AND REVENUE ANTICIPATION NOTE
Registered No .
$ 1990,
Registered Owner:
FOR VALUE RECEIVED, Antioch, Unified School District (the
"District" ) , County of Contra Costa;, State of California,
acknowledges itself indebted to and'lipromises to pay the
Registered Owner hereof, at the principal office
of the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
1991, 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 Costa duly
passed and adopted on , 1990 and a Resolution of
the Board of Education of. the District duly passed and adopted
on , 1990 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,
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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 1990-1991 . 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, 1990; 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,
1991; 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, 1991 (such pledged amounts being
hereinafter called the "Pledged Revenues" ) ; and the principal
of the Notes and the interest thereon shall constitute a first
Tien 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 .
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of its Board of
Supervisors and by the by facsimile
signature and countersigned by the by
manual signature and has caused a facsimile of its official
seal to be printed hereon this day of 1990 .
COUNTY OF CONTRA COSTA
By
ChairpersBoard of
Super isors
By
Treasurer-Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
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BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. 90/359
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE ISSUANCE OF PITTSBURG
UNIFIED SCHOOL DISTRICT, COUNTY OF CONTRA COSTA, STATE OF
CALIFORNIA, 1990 TAX AND REVENUE ANTICIPATION NOTES
WHEREAS, pursuant to Sections 53850 et sem. 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 Pittsburg 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 23 , 1990,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF PITTSBURG
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF 1990 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF COUNTY OF CONTRA COSTA 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, 1990 Tax and Revenue Anticipation Notes
(thea "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 1990-1991 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 1990-1991 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
1990-1991 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 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 1990-1991, 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 the Business Manager of
the District (the "Underwriter") , to purchase the Notes; and
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 seg. of the
Act, designated "Pittsburg Unified School District, County of
Contra Costa, State of California, 1990 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
office of the Treasurer-Tax Collector of the County (the
"Treasurer" ) .
Section 2 . Form of Notes . The Notes shall be issued in
registered 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
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& 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:
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 1990-1991 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, 1990; 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, 1991; plus an amount sufficient to pay
interest on the Notes, from unrestricted revenues received by
the District in the month ending May 31; 1991 (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 .
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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 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 Treasurer in a special
fund designated as the "Pittsburg Unified School District,
County of Contra Costa, State of California, 1990 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 .
5
3011004/6
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
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 Superintendent or the Business Manager of the
District is hereby authorized and requested to acknowledge such
Contract, substantially in the form presented to this Board,
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, the 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 A o deliver the
Notes to the Underwriter in accordance with the Contract of
Purchase. All actions heretofore taken by the officers and
6
3011004/6
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
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.
fiction 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.
ection 11 . This Board does hereby acknowledge that the
District has represented that it reasonably expects that it
(and all subordinate entities thereof) will not issue more than
$10, 000, 000 of tax-exempt obligations (other thanprivate
activity bonds except for qualified 501 (c) (3) bonds as defined
in the Internal Revenue Code of 1986, as amended (the "Code")
during calendar year 1990 . In addition, the District has
requested that this Board designate each of the Notes a
"qualified tax-exempt obligation" under Section 265(b) (3) of
the Code and this Board does hereby so designate.
7
3011004/6
PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 12th day of June, 1990, by the
following vote:
AYES: Supervisors Powers , Schroder, McPeak, Torlakson, Fanden
NOES: None
ABSENT: None
,,� ,11-a—
y
Br-�..
Chairp rson, Board of
Supervisors
Atatest ,' Phi! Batchelor, Clerk of the Board of
Supervisors and Cor;,-rty AdMW&atw
I �
Clerk., Board of Supervisor
C
i
8
3011004/6
EXHIBIT B
PITTSBURG UNIFIED SCHOOL DISTRICT
COUNTY OF CONTRA COSTA
STATE OF CALIFORNIA
1990 TAX AND REVENUE ANTICIPATION NOTE
Registered No .
$ 1990
Registered Owner :
FOR VALUE RECEIVED, Pittsburg Unified School District (the
"District") , County of Contra Costa, State of California,
acknowledges itself indebted to and promises to pay the
Registered Owner hereof, at the principal office
of the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
1991, 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 Costa duly
passed and adopted on , 1990 and a Resolution of
the Board of Education of the District duly passed and adopted
on 1990 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,
B-1
3011004/6
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 1990-1991. 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, 1990 ; 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, 1991;
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, 1991 (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.
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of its Board of
Supervisors and by the by facsimile
signature and countersigned by the by
manual signature and has caused a facsimile of its official
seal to be printed hereon this day of 1990 .
COUNTY OF CONTRA COSTA
By
Chairperson, Board of
Supervisors
By
Treasurer-Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
I
B-2
3011004/6
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-3
3011004/6
BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. 90,7358
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, 1990 TAX AND REVENUE ANTICIPATION NOTES
WHEREAS, pursuant to Sections 53850 at sear. of the
Government Code of the State of California (the "ict" )
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, ras 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 22, 1990,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF,; MARTINEZ
UNIFIED SCHOOL DISTRICT AUTHORIZING THE ISSUANCEiOF 1990 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF COUNTY OF CONTRA COSTA TO ISSUE
SAID NOTES" (the "District Resolution" ) attached 'hereto as
Exhibit A, which District Resolution requests the borrowing of
not exceeding Two Million Dollars ($2 , 000, 000) at an interest
rate not exceeding eight percent (8%) through the, issuance by
the County Board of 1990 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 yearlsucceeding the
fiscal year 1990-1991 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, andlsuch Notes
shall be payable only from revenue received or accrued during
the fiscal year 1990-1991 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
1990-1991 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 denominationsl' of $5, 000 or
integral multiples thereof, as permitted by Section 53854 of
the Act; shall be issued on the date provided inthe 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 herein, as required by Section 53853
of the Act; and
WHEREAS, the County Board has found and determined that
said $2, 000, 000 maximum principal amount of Notes to be issued
by the County Board in fiscal year 1990-1991, 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
2
3035007/5
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 Purcha5e' 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 the Business Manager of
the District (the "Underwriter" ) , to purchase the Notes ; and
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 $2, 000 , 000
.principal amount of notes under Sections 53850 et sea. of the
Act, designated "Martinez Unified School District, County of
Contra Costa, State of California, 1990 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
office of the Treasurer-Tax Collector of the County (the
"Treasurer") .
Section2 . Form of Notes . The Notes shall be issued in
registered 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
3
3035007/5
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 inisubstantially
the following form:
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 Signaturel
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 1990-1991 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 anamount 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, 1990; 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, 1991; plus an amount sufficient4to pay
interest on the Notes, from unrestricted revenues received by
the District in the month ending May 31, 1991 (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 .
4
3035007/5
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 any month, then the amount of such deficiencyshall 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 P1edged. Revenues in Repayment Fund. The
Pledged Revenues shall be held by the Treasurer 'n a special
fund designated as the "Martinez Unified School District,
County of Contra Costa, State of California, 1990 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
5
3035007/5
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
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 a',re 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 Superintendent or the Business Manager of the
District is hereby authorized and requested to acknowledge such
Contract, substantially in the form presented to this Board,
but with such changes therein, deletions therefrom and
modifications thereto as the Treasurer, or design„ated 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%) peri 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 $2 , 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, the Business Manager or any authorized
designee of such officers of the District, is her 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
6
3035007/5
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
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 takenby 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-
PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 12th day of June, 1990, by the
following vote:
AYES: Supervisors Powers , Schroder, McPeak, Torlakson,
Fanden
NOES: None
ABSENT: None
t
/r
By
Chairp � son, Board of
Su ervisors
Attest :
Clerk, Board of Supervisors
f
vs � i
i
7
3035007/5
'J
t
EXHIBIT B
MARTINEZ UNIFIED SCHOOL DISTRICT
COUNTY OF CONTRA COSTA
STATE OF CALIFORNIA
1990 TAX AND REVENUE ANTICIPATION NOTE
Registered No .
$ 1990
Registered Owner :
FOR VALUE RECEIVED, Martinez Unified School District (the
"District") , County of Contra Costa, State of California,
acknowledges itself indebted to and promises to pay the
Registered Owner hereof, at the principal office
of the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
1991, 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 Costa duly
passed and adopted on , 1990 and a Resolution of
the Board of Education of the District duly passed and adopted
on , 1990 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
B-1
3035007/5
r
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 1990-1991 . 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, 1990; 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,
1991; 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, 1991 (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 .
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of its Board of
Supervisors and by the by facsimile
signature and countersigned by the by
manual signature and has caused a facsimile of its official
seal to be printed hereon this day of 1990 .
COUNTY OF CONTRA COSTA
By
Chai.rpeon, Board of
Su rvisors
By
Treasurer-Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
B-2
3035007/5
� r
BOARD OF SUPERVISORS, COUNTY OF CONTRA COSTA,
STATE OF CALIFORNIA
RESOLUTION NO. 90/360
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE ISSUANCE OF ACALANES UNION
HIGH SCHOOL DISTRICT, COUNTY OF CONTRA COSTA, STATE OF
CALIFORNIA, 1990 TAX AND REVENUE ANTICIPATION NOTES
WHEREAS, pursuant to Sections 53850 et sea. of the
Government Code of the State of California (the "Act" )
i 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 Acalanes Union High
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 June 6, 1990,
entitled "RESOLUTION OF THE BOARD OF EDUCATION OF ACALANES
UNION HIGH SCHOOL DISTRICT AUTHORIZING THE ISSUANCE OF 1990 TAX
AND REVENUE ANTICIPATION NOTES FOR SAID DISTRICT AND REQUESTING
THE BOARD OF SUPERVISORS OF COUNTY OF CONTRA COSTA 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 (8%) through the issuance by
the County Board of 1990 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 1990-1991 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 1990-1991 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
1990-1991 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 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 1990-1991, 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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e
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 the Business Manager of
the District (the "Underwriter") , to purchase the Notes; and
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 gst sea. of the
Act, designated "Acalanes Union High School District, County of
Contra Costa, State of California, 1990 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
office of the Treasurer-Tax Collector of the County (the
"Treasurer" ) .
Section I. Form of Notes . The Notes shall be issued in
registered 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
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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:
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 Signaturel
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 1990-1991 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, 1990; 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, 1991; plus an amount sufficient to pay
interest on the Notes, from unrestricted revenues received by
the District in the month ending May 31, 1991 (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 .
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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 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 Treasurer in a special
fund designated as the "Acalanes Union High School District,
County of Contra Costa, State of California, 1990 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
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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
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 impressionthereof, 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 Superintendent or the Business Manager of the
District is hereby authorized and requested to acknowledge such
Contract, substantially in the form presented to this Board,
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 $3 , 000, 000 and to
enter into and execute the Contract of Purchase with the
Underwriter, if the conditions set forth in this Resolution are
satisfied.
j$gction 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, the Business Manager or any authorized
designee of such officers of the District, is hereby authorized
and requested to execute and deliver the Official Statement .
-$ection D . 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
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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
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. Itis hereby
covenanted that the County, and its appropriate officials, have
duly taken all proceedings necessary to betaken 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 .
PASSED AND ADOPTED by the Board of Supervisors of the
County of Contra Costa this 12th day of June, 1990, by the
following vote:
AYES: Supervisors PowerF , Schroder, McPeak, TorlakFon, Fanden.
NOES: None
ABSENT: None
By
Chairp son, Board of
Supervisors
PhM Bdchefor, Clod of the Board of
Attest : Supervisors and Cuc,ty A-jMerP,'s rate r
Clerk, Board of Supervisors
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,1
EXHIBIT A
ACALANES UNION HIGH SCHOOL DISTRICT
COUNTY OF CONTRA COSTA
STATE OF CALIFORNIA
1990 TAX AND REVENUE ANTICIPATION NOTE
Registered No .
$ 1990
Registered Owner :
FOR VALUE RECEIVED, Acalanes Union High School District
(the "District" ) , County of Contra Costa, State of California,
acknowledges itself indebted to and promises to pay the
Registered Owner hereof, at the principal office
of the principal sum of
DOLLARS ($ )
in lawful money of the United States of America, on
1991, 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 Costa duly
passed and adopted on , 1990 and a Resolution of
the Board of Education of the District duly passed and adopted
on , 1990 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,
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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 1990-1991 . 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, 1990; 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,
1991; 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, 1991 (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 .
IN WITNESS WHEREOF, the County of Contra Costa has caused
this Note to be executed by the Chairperson of its Board of
Supervisors and by the by facsimile
signature and countersigned by the by
manual signature and has caused a facsimile of its official
seal to be printed hereon this day of 1990 .
COUNTY OF CONTRA COSTA
By
Chairperson, Board of
Supervisors
By
Treasurer-Tax Collector
(SEAL)
Countersigned
By
Clerk of the Board
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