HomeMy WebLinkAboutMINUTES - 03081994 - 1.54 �. T.5
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TO: BOARD OF SUPERVISORS CONTRA
COSTA
FROM: KENNETH J. CORCORAN, AUDITOR-CONTROLLER COUNTY
DATE: March 8, 1994
SUBJECT: Amendment to Resolution 94/119 -Refunding of County of Contra Costa Open Space and
Park Bonds 1974 for Co. Service Area R-8
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
Recommended Action:
ADOPT resolution amending Resolution 94/119 to change the minimum savings to property owners and the
range of average coupon rates on Contra Costa County Open Space and Park Refunded Bonds-1994 for
County Service Area R-8 as per attached resolution.
Financial Impact:
There will be no financial impact on the County's general fund. Refunding Bonds, like original bonds, are
general obligation bonds which allow for a property tax levy within County Service Area R-8 to meet debt
service requirements. Entire benefit of refunding will continue to inure to property owners.
Background:
Amendment is necessary due to changes in the current bond market.
CONTINUED ATTACHMENT:_YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR_RECOMMENDATION OF BOARD COMIZTTEE,
APPROVE OTHER
SIGNATURES(S):
ACTION OF BOARD ON 9 y APPROVED AS RECOMMENDED OTHER_
VOTE OF SUPERVISORS
UNANIMOUS(ABSENT ) I HEREBY CERTIFY THAT THIS IS A TRUE
AYES: NOES: AND CORRECT COPY OF AN ACTION TAKEN
ABSENT: ABSTAIN: AND ENTERED ON THE MINUTES OF THE BOARD
OF SUPERVISORS ON THE DATE SHOWN..
Contact: Stephen Ybarra (646-2225) ATTESTED L p , / y �;
cc: CAO PHIL BATCHELOR,CLERK OF THE BOARD OF
SUPERVISORS AND COUNTY ADMINISTRATOR
BY DEPUTY
RESOLUTION NO. 94/165
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA, CALIFORNIA, AMENDING
RESOLUTION NO. 94/119
WHEREAS, on March 1, 1994, this Board of Supervisors
(the "Board") of the County of Contra Costa (the "County")
adopted its Resolution No. 94/119 (the "Prior Resolution")
providing for the issuance of County of Contra Costa County
Service Area No. R-8 1994 Park and Open Space Refundir_^ Bonds
(the "Refunding Bonds") ; and
WHEREAS, due to changes in market conditions, this
Board now desires to amend Sections 3, 4 and 5 of the Prior
Resolution;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
SUPERVISORS OF THE COUNTY OF CONTRA COSTA, CALIFORNIA, AS
FOLLOWS:
Section 1. Section 3 of the Prior Resolution is hereby
amended and restated in its entirety, as follows:
Section 3 . Authorization, Execution and Delivery
of Paying Agent Agreement. The Paying Agent Agreement is
hereby approved. The Chairman of this Board of Supervisors
is hereby authorized and directed to execute and deliver,
and the Clerk of this Board of Supervisors is hereby
authorized and directed to attest, the Paying Agent
Agreement in substantially the form presented to this
meeting with such changes, modifications or additions which
the Chairman approves, upon consultation with the County's
bond counsel ("Bond Counsel" ) , deems in the interest of the
County, such approval to be conclusively evidenced by such
execution and delivery; provided, that the Paying Agent
Agreement shall not provide for an aggregate principal
amount of Refunding Bonds in excess of $4, 600, 000, a term of
the Refunding Bonds later than December 15, 2004, or an
interest rate on any Refunding Bond in excess of 5.65%.
Section 2 . Section 4 of the Prior Resolution is hereby
amended and restated in its entirety, as follows:
Section 4. Authorization, Execution and Delivery
of Bond Purchase Agreement. The Bond Purchase Agreement is
hereby approved. The Chairman is hereby authorized and
directed to execute and deliver the Bond Purchase Agreement
in substantially the form presented to this meeting with
such changes, modifications or additions which the Chairman
SF2-27879.1
RESOLUTION N0. 94/165
}
e
approves in the interest of the County, upon consultation
with Bond Counsel, such approval to be conclusively
evidenced by such execution and delivery; provided, that the
Bond Purchase Agreement shall not provide for an aggregate
principal amount of Refunding Bonds in excess of $4, 600, 000,
a term of Refunding Bonds later than December 15, 2004, an
average interest rate on the Refunding Bonds in excess of
5 .25%; an original issue discount on the Refunding Bonds in
excess of 1.0t, or an underwriter's discount on the
Refunding Bonds in excess of 1.5t.
Section 3 . Section 5 of the Prior Resolution is hereby
amended and restated in its entirety, as follows:
Section 5 . Minimum Required Savings.
Notwithstanding any, other provision hereof, the Refunding
Bonds shall not be sold or issued unless the Auditor-
Controller determines, based upon information provided by
the Underwriter and reviewed by the office of the Auditor-
Controller in consultation with the office of the Treasurer-
Tax Collector, that the net present value savings (after
payment of all costs of issuance and discounted at the
average rate of interest on the Refunding Bonds) to be
realized from the refuiiding is at least equal to seven and
one-half percent (7.5t) of the outstanding principal amount
of the Prior Bonds as of the date of sale. The
determination of the Auditor-Controller pursuant to this
Section 5 shall be final and conclusive.
Section 4. Except as expressly amended by this
Resolution, the Prior Resolution shall remain in full force and
effect as originally adopted.
Section 5 . The Clerk of this Board of Supervisors is
hereby directed to provide a certified copy of this Resolution to
the Treasurer/Tax-Collector and the Auditor-Controller of the
County immediately following its adoption.
sF2-27879.1 2
RESOLUTION NO. 94/165
Section 6 . This Resolution shall take effect
immediately upon its passage.
PASSED AND ADOPTED this 8th day of March, 1994, by the
following vote:
AYES: Supervisors Smith, Bishop, Torlakson and Powers
NOES: None
ABSENT: Supervisor McPeak
ABSTENTIONS: None
Chairman of the Board of
Supervisors of the County
of Contra Costa
ATTEST: Phil Batchelor,
Clerk of the Board of Supervisors
of the County of Contra Costa
By:
Deputy Cl k
SF2-27879.1 3
RESOLUTION N0. 94/165
CLERK'S CERTIFICATE
I, Deputy Clerk of the Board of Supervisors (the
"Board") of the County of Contra Costa, do hereby certify that
the foregoing is a full, true and correct copy of a resolution
and order duly adopted at a regular meeting of the Board duly and
regularly and legally held at the regular meeting place thereof
on the 8th day of March, 1994, of which meeting all the members
of the Board had due notice and at which a majority thereof was
present; that at said meeting said resolution was adopted by the
following vote:
AYES: Supervisors Smith, Bishop, Torlakson and Powers
NOES: None
ABSENT: Supervisor McPeak
ABSTENTIONS: None
An agenda of said meeting was posted at least 72 hours
before said meeting at 651 Pine Street Martinez, California,
a location freely accessible to members of the public, and a
brief description of said resolution appeared on said agenda.
I further certify that I have carefully compared the
same with the original minutes of said meeting on file and of
record in my office and that said resolution is duly entered of
record and is a full, true and correct copy of the original
resolution 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.
WITNESS my hand this 8th day of March 199'4.
De ut
Clerk of e rd of Supervisors
of the C unty of Contra Costa
SF2-27879.1
3-S-9y
EXECUTION COPY
COUNTY OF CONTRA COSTA
COUNTY SERVICE AREA NO. R-8
1994 PARK AND OPEN SPACE REFUNDING BONDS
BOND PURCHASE AGREEMENT
March.9, 1994
County of Contra Costa
on behalf of r r
County Service Area No. R-8 rn
Martinez, California
r D3
Ladies and Gentlemen:
iv
Sutro & Co. , Inc. (the "Underwriter") hereby offers to
enter into this Bond Purchase Agreement (the "Purchase
Agreement") with the County of Contra Costa, acting on behalf of
County Service Area No. R-8 (the "Issuer") for the purchase by
the Underwriter of the County of Contra Costa County Service Area
No. R-8 1994 Park and Open Space Refunding Bonds specified below
(the "Refunding Bonds") . This offer is made subject to
acceptance thereof by the Issuer prior to 5:00 P.M. , California
time, on the date hereof, and upon such acceptance, as evidenced
by the execution hereof by the authorized officers of the Issuer
in the space provided below, this Purchase Agreement shall be in
full force and effect in accordance with its terms and shall be
binding upon the Issuer and the Underwriter.
1. Purchase and Sale of Bonds. Upon the terms and
conditions and upon the basis of the representations herein set
forth, the Underwriter agrees to purchase from the Issuer, and
the Issuer agrees to sell to the Underwriter, all (but not less
than all.) of the Refunding Bonds in the aggregate principal
amount of $4,485,000 at the aggregate purchase price of
$4,394,826.60 (representing the par amount of the Bonds less an
underwriting discount. of $67,275.00, less an original issue
discount of $22,898.40) . The Refunding Bonds will be issued
pursuant to, and secured as provided in, Resolution No. 94/119 of
the Issuer adopted on March 1, 1994, as amended on March 8, 1994
(the "Resolution") , and a Paying Agent Agreement, dated as of
March 1, 1994 (the "Paying Agent Agreement") by and between the
County and Bank of America National Trust and Savings
Association, as fiscal agent (the "Paying Agent") .
A portion of the proceeds of the Refunding Bonds will
be used to refund the Issuer's County Service Area No. R-8 1974
Park and Open Space Bonds (the "Prior Bonds") currently
SF2-26709.2
outstanding in the aggregate principal amount of $4,245,000. The
Refunding Bonds shall mature and shall be subject to redemption
on the dates and in the amounts and shall bear or accrue interest
at the rates as set forth in the Paying Agent Agreement and the
Official Statement (as hereinafter defined) and in Exhibit A
attached hereto. The Underwriter agrees to make a bona fide
public offering of the Refunding Bonds at the initial offering
prices set forth in the Official Statement; however, the
Underwriter reserves the right to make concessions to dealers and
to change such initial offering prices as the Underwriter shall
deem necessary in connection with the marketing of the Refunding
Bonds. Terms defined in the Official Statement are used herein
as so defined.
2. Official Statement. The Issuer hereby ratifies,
approves and confirms the distribution of the Preliminary
Official Statement of the Issuer with respect to the Refunding
Bonds, dated March 2, 1994 (together with the Appendices thereto,
any documents incorporated therein by reference, and any
supplements or amendments thereto, the "Preliminary Official
Statement") , in connection with the public .offering and sale of
the Refunding Bonds by the Underwriter. The Issuer shall
deliver, or cause to be delivered, to the Underwriter within
seven business days from the date hereof, five executed copies of
the final Official Statement prepared in connection with the
Refunding Bonds (together with the Appendices thereto, any
documents incorporated therein by reference, and any supplements
or amendments thereto on or prior to the Closing, the "Official
Statement") to be dated as of the date hereof and to be in such
form as shall be approved by the Issuer and the Underwriter and
such additional conformed copies thereof as the Underwriter may
reasonably request in sufficient quantities to comply with
applicable Municipal Securities Rulemaking Board rules, with Rule
15c2-12, adopted by the Securities Exchange Commission on June
28, 1989 (the "Rule") and to meet potential customers' requests
for copies of the Official Statement. By acceptance of this
Purchase Agreement, the Issuer hereby authorizes the use of
copies of the Official Statement in connection with the public
offering and sale of the Refunding Bonds.
3. Delivery of Refunding Bonds.
At 9:00 a.m. , California time, on April 6, 1994, or at
such earlier or later time or date, as shall be agreed upon by
the Issuer and the Underwriter (such time and date herein
referred to as the "Closing Date") , the Paying Agent shall
authenticate and deliver to the Depository Trust Company ("DTC") ,
in New York, New York, on behalf of the Issuer, the Refunding
Bonds in the form of a single fully registered Bond for each
maturity of the Refunding Bonds, registered in the name of Cede &
Co. , as nominee for DTC, and to the Underwriter at the offices of
Orrick, Herrington & Sutcliffe ("Bond Counsel") in San Francisco,
SF2-26709.2 2
California, or at such other location as the Underwriter and the
County shall agree, the other documents herein mentioned; and the
Underwriter shall accept such delivery and pay the purchase price
of the Refunding Bonds as set forth in Section 1 hereof by same
day funds (such delivery and payment being herein referred to as
the "Closing") . The Refunding Bonds shall be made available to
the Underwriter and/or DTC not later than the second Business Day
(as defined in the Paying Agent Agreement) before the Closing
Date for purposes of inspection and packaging.
4. Representations of the Issuer. The Issuer
represents that:
(a) The Issuer is a political subdivision of the
State of California (the "State") , duly organized and existing,
and authorized to transact business and exercise powers under and
pursuant to the provisions of the laws and Constitution of the
State and has, and at the date of the Closing will have, full
legal right, power and authority (A) to carry out its obligations
under the Resolution, the Paying Agent Agreement and this
Purchase Agreement, (B) to adopt the Resolution and to execute
and delivery the Paying Agent Agreement, (C) to issue, sell and
deliver the Refunding Bonds to the Underwriter as provided
herein, and (D) to carry out and to consummate the transactions
contemplated by the Resolution, the Paying Agent Agreement, this
Purchase Agreement, and the Official Statement; -
(b) The Preliminary Official Statement, as of its
date, was correct in all material respects and did not contain
any untrue statement of a material fact or omit to state any
material fact required to be stated therein or necessary in order
to make the statements contained therein, in the light of the
circumstances under which they were made, not misleading (except
that no representation is made hereby with respect to the
information in the Preliminary Official Statement under the
heading "BOOK ENTRY SYSTEM") ;
(c) The Official Statement, as of its date, is
correct in all material respects and does not contain any untrue
statement of a material fact or omit to state any material fact
required to be stated therein or necessary in order to make the
statements contained therein, in the light of the circumstances
under which they were made, not misleading (except that no
representation is made hereby with respect to the information in
the Preliminary Official Statement under the heading "BOOK ENTRY
SYSTEM") ;
(d) The Issuer covenants with the Underwriter
that during the Underwriting Period (as defined in the Rule) , if
an event occurs, of which the Issuer has knowledge, which might
or would cause. the information contained in the Official
Statement, as then supplemented or amended, to contain an untrue
SF2-26709.2 3
statement of a material fact or to omit to state a material fact
required to be stated therein or necessary to make the statements
therein, in the light of the circumstances under which they were
made, not misleading, the Issuer shall notify the Underwriter,
and if, in the opinion of the Underwriter, such event requires
the preparation and publication of a supplement or amendment to
the Official Statement, the Issuer shall cooperate with the
Underwriter in the preparation of an amendment or supplement to
the Official Statement in a form and in a manner approved by the
Underwriter and the Issuer, and all printing expenses thereby
incurred shall be paid for by the Issuer.
(e) If the information contained in the Official
Statement is amended or supplemented pursuant to the immediately
preceding subparagraph, .at the time of each supplement or
amendment thereto and (unless subsequently again supplemented or
amended pursuant to such subparagraph) at all times subsequent
thereto up to and including the end of the Underwriting Period,
the portions of the Official Statement so supplemented or amended
will not contain any untrue statement of a material fact or omit
to state a material fact required to be stated therein or
necessary to make the statements therein, in light of the
circumstances under which they were made, not misleading.
(f) The Issuer has complied, and will at the
Closing be in compliance, in all respects, with all applicable
laws of the State of California;
(g) By official action of the Issuer prior to or
concurrently with the acceptance hereof, the Issuer has duly
authorized and approved the Preliminary Official Statement and
the Official Statement, and has duly authorized and approved the
execution and delivery of, and the performance by the Issuer of
the obligations on its part contained, the Refunding Bonds, and
this Purchase Agreement;
(h) The adoption of the Resolution and the
execution and delivery of the Refunding Bonds, the Paying Agent
Agreement, and this Purchase Agreement, and compliance with the
provisions of each thereof., will not conflict with or constitute
a breach of or default under any law, administrative regulation,
judgment, decree, loan agreement, note, resolution, agreement or
other instrument to which the Issuer is a party or is otherwise
subject; and, except as described in the Official Statement, the
Issuer has not entered into any contract or arrangement of any
kind which might give rise to any lien or encumbrance on the tax
revenues pledged pursuant to, or subject to the lien of, the
Resolution;
(i) All approvals, consents and orders of any
governmental authority, board, agency or commission having
jurisdiction which would constitute. a condition precedent to
SF2-26709.2 4
adoption of the Resolution, execution and delivery by the Issuer
of the Paying Agent Agreement and this Purchase Agreement and the
issuance, sale and delivery of the Refunding Bonds have been
obtained or will be obtained prior to the Closing (provided the
Issuer shall not be responsible for state blue sky filings) ;
(j) The Refunding Bonds when issued,
authenticated and delivered in accordance with the Resolution and
the Paying Agent Agreement will be validly issued, and will be
valid and binding obligations of the Issuer;
(k) The terms and provisions of the Resolution
comply in all respects with the requirements of law, the
Resolution has been duly and validly adopted, the Paying Agent
Agreement has been duly authorized, executed and delivered and
the Resolution and the Paying Agent Agreement are valid, legal
and binding upon the Issuer enforceable in accordance with their
terms subject to bankruptcy, moratorium or insolvency or other
laws affecting creditorst rights generally and general rules of
equity (regardless of whether such enforceability is considered
in a proceeding at law or in equity) ;
(1) Except as disclosed in the Official
Statement, there is no action, suit, proceeding, inquiry or
investigation, at law or in equity, before or by any court,
public board or body, pending or, to the knowledge of the Issuer,
threatened against the Issuer, affecting the existence of the
Issuer or the titles of its members or officers, or seeking to
enjoin the sale, issuance or delivery of the Refunding Bonds or
the tax revenues pledged or to be pledged to pay the principal
of, redemption premium, if any, and interest on the Refunding
Bonds, or the pledge thereof, or in any way contesting or
affecting the validity or enforceability of the Refunding Bonds,
the Resolution, the Paying Agent Agreement or this Purchase
Agreement or contesting in any way the completeness or accuracy
of the Preliminary Official Statement or the Official Statement
or contesting the power or authority of the Issuer to issue the
Refunding Bonds, to adopt the Resolution or to execute and
deliver the Paying Agent Agreement or this Purchase Agreement,
nor is there any basis therefor, wherein an unfavorable decision,
ruling or finding would materially adversely affect the validity
or enforceability of the Bonds, the Resolution, the Paying Agent
Agreement or this Purchase Agreement;
(m) Any certificate signed by an authorized
officer of the Issuer and delivered to the Underwriter shall be
deemed a representation and warranty of the Issuer to the
Underwriter as to the statements made therein;
(n) Each of the Refunding Bonds shall be secured
in the manner and to the extent set forth in the Resolution and
the Paying Agent Agreement; and
SF2-26709.2 5
(o) The Issuer has not been notified of any
listing or proposed listing by the Internal Revenue Service to
the effect that the Issuer is an issuer whose arbitrage
certificates may not be relied upon.
5. Representations of the Underwriter. The
Underwriter represents that:
(a) The Underwriter has full right, power, and
authority to enter into this Purchase Agreement.
(b) The Underwriter will make an initial bona fide
public offering of the Refunding Bonds at a price or prices (or
yield or yields) not in excess of the public offering price or
prices (or yield or yields) set forth in the Official Statement,
and may subsequently, with the approval of the Issuer, change
such offering price or prices (or yield or yields) . The
Underwriter may offer and sell the Refunding Bonds to certain
dealers (including dealers depositing Bonds into investment
trusts) at a price or prices lower (or yield or yields higher)
than the public offering price or prices (or yield or yields) set
forth in the Official Statement.
(c) The Underwriter has disclosed to the Issuer all
material facts related to its purchase of the Refunding Bonds,
including, without limitation, any fractionalization of the
Refunding Bonds or other primary market transactions with respect
to the Refunding Bonds.
(d) The Underwriter shall not sell or cause to be sold
any fractional interest in the Refunding Bonds without the prior
written approval of the Issuer.
6. Rule 15c2-12 Covenant. The Issuer covenants to
comply, and to cooperate with the Underwriter as may be
reasonably required by the Underwriter in order for the
Underwriter to comply, with the applicable provisions of the
Rule.
7. Conditions .to Obligations of Underwriter. The
Underwriter has entered into this Purchase Agreement in reliance
upon the representations, warranties and agreements of the Issuer
contained herein :and upon the accuracy of the statements to be.
contained in the documents, opinions, and instruments to be
delivered at the Closing. Accordingly, the Underwriter's
obligations under this Purchase Agreement to purchase, accept
delivery of, and pay for the Refunding Bonds on the Closing Date
is subject to the performance by the Issuer of its obligations
hereunder at or prior to the Closing. The parties hereto
expressly understand that the obligations to purchase the
Refunding Bonds are and shall be subject to the following further
conditions:
sF2-26709.2 6
(a) At the time of the Closing, (i) the
representations and warranties of the Issuer contained herein
shall be true, complete and correct in all material respects;
(ii) each of the documents and certificates required to be
delivered at Closing shall have been duly executed, acknowledged
and delivered by the appropriate parties thereto, shall be in
full force and effect and shall not have been amended, modified
or supplemented, except as therein permitted or as may have been
agreed to in writing by the Underwriter; and (iii) the 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;
(b) The Underwriter shall have the right to
cancel its obligation to purchase the Refunding Bonds if between
the date hereof and the Closing, (i) legislation shall have been
enacted (or resolution passed) by or introduced or pending
legislation amended in the Congress of the United States or the
State of California (the "State") or shall have been reported out
of committee or be pending in committee, or a decision shall have
been rendered by a court of the United States or the State or the
Tax Court of the United States, or a ruling shall have been made
or a resolution shall have been proposed or made or any other
release or announcement shall have been made by the Treasury
Department of the United States or the Internal Revenue Service,
or other federal or State authority, with respect to federal or
State taxation upon interest on obligations of the general
character of the Refunding Bonds or with respect to the security
pledged to pay debt service on the Refunding Bonds, that, in the
Underwriter's reasonable judgment, materially adversely affects
the market for the Refunding Bonds, or the market price generally
of obligations of the general character of the Refunding Bonds or
(ii) there shall exist any event that, in the Underwriter's
reasonable judgment, either (A) makes untrue or incorrect in any
material respect any statement or information in the Official
Statement or (B) is not reflected in the Official Statement but
should be reflected therein in order to make the statements and
information therein not misleading in any material respect, or
(iii) there shall have occurred any outbreak or escalation of
hostilities or other local, national or international calamity or
crisis, or a default with respect to the debt obligations of, or
the institution of proceedings under the federal bankruptcy laws
by or against, any state of the United States or agency thereof,
or any city in the United States having a population of over one
million, the effect of which on the financial markets of the
United States will be such as in the Underwriter's reasonable
judgment, makes it impracticable for the Underwriter to market
the Refunding Bonds or enforce contracts for the sale of the
Refunding Bonds, or (iv) there shall be in force a general
suspension of trading on the New York Stock Exchange, or minimum
or maximum prices for trading shall have been fixed and be in
force, or maximum ranges for prices for securities shall have
SF2-26709.2 7
been required and be in force on the New York Stock Exchange,
whether by virtue of determination by that Exchange or by order
of the Securities and Exchange Commission of the United States or
any other governmental authority having jurisdiction that, in the
Underwriter's reasonable judgment, makes it impracticable for the
Underwriter to market the Refunding Bonds or enforce contracts
for the sale of the Refunding Bonds, or (v) a general banking
moratorium shall have been declared by federal, New York or State
authorities having jurisdiction and be in force that, in the
Underwriter's reasonable judgment, makes it impracticable for the
Underwriter to market the Refunding Bonds or enforce contracts
for the sale of the Refunding Bonds, or (vi) legislation shall be
enacted or be proposed or actively considered for enactment, or a
decision by a court of the United States shall be rendered, or a
ruling, regulation, proposed regulation or statement by or on
behalf of the Securities and Exchange Commission of the United
States or other governmental agency having jurisdiction of the
subject matter shall be made, to the effect that the Refunding
Bonds, any obligations of the general character of the Refunding
Bonds or the Resolution 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, or otherwise are
or would be in violation of any provision of the federal
securities laws, or (vii) the New York Stock Exchange or other
national securities exchange, or any governmental authority,
shall impose any material restrictions not now in force with
respect to the Refunding Bonds or obligations of the general
character of the Refunding Bonds or securities generally, or
materially increase any such restrictions now in force, including
those relating to the extension of credit by, or the charge to
the net capital requirements of, underwriters; or (viii) there
shall have been any materially adverse change in the affairs of
the Issuer which in the Underwriter's reasonable judgment
materially adversely affects the market for the Refunding Bonds;
and
(c) At or prior to the Closing the Underwriter
shall receive the following:
(1) The unqualified approving opinion of Bond
Counsel with respect to the Refunding Bonds, addressed to the
Issuer, dated the date of the Closing, in substantially the form
attached to the Official Statement as an Appendix;
(2) A supplemental opinion of Bond Counsel
with respect to the Refunding Bonds, addressed to the
Underwriter, dated the date of Closing, in substantially the form
attached hereto as Exhibit B;
.SF2-26709.2 8
(3) The opinion of County Counsel, addressed
to the Underwriter and the Issuer, dated the date of Closing, in
substantially the form attached hereto as Exhibit C;
(4) A certificate dated the date of the
Closing, signed by the Chief Administrative Officer of the Issuer
to the effect that: (i) the representations, warranties and
covenants of the Issuer contained herein are true and correct in
all material respects on and as of the date of Closing with the
same effect as if made on the date of Closing; (ii) the Issuer
has complied with all the agreements and satisfied all of the
conditions on its part to be performed or satisfied at or prior
to Closing; (iii) to the best of the knowledge, no event
affecting the Issuer has occurred since the date of the Official
Statement which either makes untrue or incorrect in any material
respect as of the Closing Date any statement of information
contained in the Official Statement or is not reflected in the
Official Statement but should be reflected therein in order to
make the statements and information therein not misleading in any
material respect; and (iv) the Resolution is in full force and
effect and has not been amended in any respect, except as
approved in writing by the Underwriter; and the Paying Agent
Agreement and this Purchase Agreement have been duly authorized
executed and delivered by the Issuer and are in full force and
effect;
(5) A certificate of the Paying Agent dated
the date of the Closing, to the effect that: (i) the Paying
Agent is a national banking association organized and existing
under and by virtue of the laws of the United States of America,
having full power and being qualified and duly authorized to
perform the duties and obligation of the Paying Agent under and
pursuant to the Paying Agent Agreement; (ii) the Paying Agent has
agreed to perform the duties and obligations of the Paying Agent
as set forth in the Paying Agent Agreement; (iii) compliance with
the provisions on the Paying Agent's part contained in the Paying
Agent Agreement will not conflict with or constitute a breach of
or default under any judgment, decree, loan agreement, indenture,
bond, note, resolution, agreement or other instrument to which
the Paying Agent is a party or is otherwise subject, or, to the
best knowledge of the Paying Agent, any material law or
administrative regulation to which the Paying Agent is subject,
as a result of which the Paying Agent's. ability to perform its
obligations under the Paying Agent Agreement would be impaired,
and (iv) the Paying Agent has not been served in any action,
suit, n
proceeding, inquiry or investigation, at law or iequity,
before or by any court, governmental agency, public board or
body, pending nor, to the best of the knowledge of the Paying
Agent, is any such action, suit, proceeding, inquiry or
investigation threatened against the Paying Agent, affecting the
existence of the Paying Agent, or the titles of its officers to
their respective offices or seeking to prohibit, restrain or
sae-26109.2 9
enjoin the issuance, sale and delivery of the Refunding Bonds or
the collection of tax revenues pledged or to be pledged to pay
the principal of, premium, if any, and interest on the Refunding
Bonds, or the pledge thereof, or in any way contesting the powers
of the Paying Agent or its authority to perform its obligations
under the Paying Agent Agreement, wherein an unfavorable
decision, ruling or finding would materially adversely affect the
validity or enforceability of the Refunding Bonds or the Paying
Agent Agreement;
(6) Two copies of this Purchase Agreement
duly executed and delivered by the parties hereto;
(7) Two copies of the Official Statement,
executed on behalf of the Issuer by the Chairman of the Board of
Supervisors of the Issuer;
(8) Two copies of the Paying Agent
Agreement, duly executed and delivered by the parties thereto;
(9) Evidence that the Refunding Bonds have
been rated "Aal' by Moody's Investors Service;
(10) Two certified copies of the Resolution;
(11) A Tax Certificate of the Issuer,
together with a Certificate of the Underwriter, in form and
substance satisfactory to Bond Counsel.
(12) Such additional legal opinions,
certificates, proceedings, instruments and other documents as the
Underwriter or Bond Counsel may reasonably request to evidence
compliance by the Issuer and the Underwriter with this Purchase
Agreement, legal requirements (including tax exemption) , and the
performance or satisfaction by the Issuer at or prior to such
time of all agreements then to be performed and all conditions
then to be satisfiedby the Issuer.
The Issuer will furnish the Underwriter with such
conformed copies of such opinions, certificates, letters and
documents as the Underwriter may reasonably request. If the
Issuer shall be unable to satisfy the conditions to the
obligations of the Underwriter contained in this Purchase
Agreement, or if the obligations of the Underwriter shall be
terminated for any reason permitted by this Purchase Agreement,
this Purchase Agreement shall terminate and neither the
Underwriter nor the Issuer shall have any further obligations
hereunder, except as provided in Section 9 hereof. However, the
Underwriter or the Issuer, as applicable may in its discretion
waive one or more of the conditions imposed by this Purchase
Agreement for the protection of the Underwriter or the Issuer, as
applicable and proceed with the Closing.
SF2-26709.2 10
8. Expenses.
The Underwriter shall be under no obligation to pay,
and the Issuer shall pay from its available funds or from the
proceeds of the Refunding Bonds, certain expenses set forth in
this Section, including but not limited to: (i) all expenses in
connection with the preparation, distribution and delivery of the
Preliminary Official Statement, the Official Statement, and any
amendment or supplement thereto during the Underwriter Period (as
defined in the Rule) , and this Purchase Agreement, including the
out-of-pocket costs in connection with the production and
printing of the Preliminary Official Statement and the Official
Statement; (ii) all expenses in connection with the printing,
issuance and delivery of the Refunding Bonds; (iii) the fees and
disbursements of Bond Counsel; (iv) the disbursements of the
Issuer in connection with the Refunding Bonds; (v) the fees and
disbursements of the Paying Agent pursuant to a separate written
agreement between the Issuer and the Paying Agent.
The Underwriter shall pay all advertising expenses in
connection with the public offering of the Bonds and all other
expenses (including fees and expenses of any counsel to the
underwriter, fees and expenses associated with the qualification
of the Refunding Bonds under securities or "blue sky" laws, and
California Debt Advisory Commission fees) incurred by the
Underwriter in connection with its public offering and
distribution of the Refunding Bonds.
9. Qualification under Securities Laws. The Issuer
agrees to cooperate with the Underwriter in any endeavor to
qualify the Refunding Bonds for offering and sale under the
securities or "blue sky" laws of such jurisdictions of the United
States as the Underwriter may request; provided that neither the
Issuer shall not be required to qualify in, or submit to the
general jurisdiction of, any state in which it is not now so
_qualified or of which it has not submitted to the general
jurisdiction. The Issuer consents to the use of the Preliminary
Official Statement and Official Statement by the Underwriter in
obtaining such qualifications.
10. Notice. Any notice or other communication to be
given to the Issuer under this Purchase Agreement may be given by
delivering the same in writing as the set forth above. Any such
notice or communication to be given to the Underwriter may be
given by delivering the same in writing to:
Sutro & Co. , Inc.
201 California Street, 2d Floor
San Francisco, California 94111
Attention: Robert L. Williams, Jr.
sF2-26709.2 11
11. Governing Law; Counterparts. This Purchase
Agreement shall be governed by the laws of the State of
California. This Purchase Agreement may be executed by the
parties hereto in separate counterparts, each of which when so
executed and delivered shall be an original, but all such
counterparts shall together constitute but one and the same
instrument.
SF2-26709.2 12
12. Parties in Interest. This Purchase Agreement is
made solely for the benefit of the signatories hereto and no
other person shall acquire or have any right hereunder or by
virtue hereof. All representations, warranties and agreements in
this Purchase Agreement shall remain operative and in full force
and effect, regardless of (a) delivery of and payment for any of
the Refunding Bonds and (b) any termination of this Purchase
Agreement.
Very truly yours,
Sutro &rA
C.
By:
A horized Repr entative
ACCEPTED: M rch 9, 1 94
(-CO TY OF ONTRA COST
nbeha of
UNTY S AREA R-8
By:
C hftan of the Board of
S pervisors of the County
of Contra Costa
sF2-26709.2 13
EXHIBIT A
AMOUNTS, MATURITIES AND INTEREST RATES
OF REFUNDING BONDS
Maturity Interest Price or
December 151 Amount Rate Yield
1994 $295,000 3.25 100
1995 340,000 3.60 100
1996 355,000 3.90 100
1997 370,000 4.00 4.15
1998 385,000 4.25 4.40
1999 405,000 4.50 4.60
2000 425,000 4.70 4.80
2001 445,000 4.80 4.90
2002 465,000 4.90 5.00
2003 490,000 5.00 5.10
2004 510,000 5.10 5.20
sF2-26709.2 A-1
EXHIBIT B
Form of Supplemental Opinion of Bond Counsel
County of Contra Costa
County Service Area No. R-8
1994 Park and Open Space Refunding Bonds
Sutro & Co.
San Francisco, California
Re: COUNTY OF CONTRA COSTA, COUNTY SERVICES AREA NO.
R-8 1994 PARK AND OPEN SPACE REFUNDING BONDS
(Supplemental Opinion)
Ladies and Gentlemen:
This letter is addressed to you, as the Underwriter,
pursuant to Section 7 (c) (2) of the Bond Purchase Agreement, dated
March 9, 1994 (the "Purchase Agreement") , between you and the
County of Contra Costa, -on behalf of County Service Area No. R-8
(the "Issuer") , providing for the purchase of $4,485,000
principal amount of County of Contra Costa County Service Area
No. R-8 1994 Park and Open Space Refunding Bonds (the "Bonds") .
The Bonds are being issued pursuant to and by authority of a
resolution of the Board of Supervisors of the Issuer (the
"Board") duly passed and adopted on March 1, 1994, as amended on
March 8, 1994 (the "Resolution") under and by authority of
Articles 9 and 11 of Chapter 3 of Part 1 of Division 2 of Title 5
of the California Government Code, and pursuant to a Paying Agent
Agreement, dated as of March 1, 1994 (the "Paying Agent
Agreement") by and between the Issuer and Bank of America
National Trust and Savings Association, as paying agent (the
"Paying Agent") . Capitalized terms not otherwise defined herein
shall have the meanings ascribed thereto in the Paying Agent
Agreement or:, if not defined in the Paying Agent Agreement, in
the Purchase Agreement.
In addition to the opinions set forth in our final
legal opinion concerning the validity of the Bonds and certain
other matters, dated the date hereof and addressed to the Issuer
(but which may be relied upon by you to the same extent as if
such opinion were addressed to you) , and based on and subject to
the matters referred to in the second through fourth paragraphs
of said final legal opinion (which are hereby incorporated herein
by reference) , and in reliance thereon, as of the date hereof, we
are of the following opinions or conclusions:
1. The Bonds are not subject to the registration
requirements of the Securities Act of 1933, as amended.
3F2-26709.2 B-1
2. The Purchase Agreement has been duly authorized,
executed and delivered by the Issuer and (assuming due
authorization, execution and delivery by, and validity against
the Underwriters) is a valid and binding agreement of the Issuer.
We call attention to the fact that the rights and obligations
under the Purchase Agreement may be subject to bankruptcy,
insolvency, reorganization, arrangement, fraudulent conveyance,
moratorium and other laws relating to or affecting creditors'
rights, to the application of equitable principles, and to the
exercise of judicial discretion in appropriate cases and to the
limitations on legal remedies against school districts in the
State of California. We express no opinion with respect to any
indemnification., contribution, choice of law, choice of forum or
waiver provisions contained in the Purchase Agreement.
3. The statements contained in the Official Statement,
dated March 9, 1994, with respect to the Bonds (the "Official
Statement") , under the captions "THE BONDS", "THE PAYING AGENT
AGREEMENT," and "TAX MATTERS", insofar as such statements
expressly summarize certain provisions of the Bonds and the
Paying Agreement and our opinion concerning certain federal tax
matters relating to the Bonds, are accurate in all material
respects.
4. We are not passing upon and do not assume any
responsibility for the accuracy (except as explicitly stated in
paragraph 3 above) , completeness or fairness of any of the
statements contained in the Official Statement and make no
representation that we have independently verified the accuracy,
completeness or fairness of any such statements. During the
course of serving as special counsel in connection with issuance
of the Bonds, no information came to the attention of the
attorneys in our firm rendering legal services in connection with
such issuance which caused us to believe that the Official
Statement as of its date (except for any financial or statistical
data or forecasts, numbers, charts, estimates, projections,
assumptions or expressions of opinion, or any information about
DTC, or the Paying Agent, included therein, as to which we
express no opinion or view) contained any untrue statement of a
material fact or omitted to state any material fact required to
be stated therein or necessary to make the statements therein, in
the light of the circumstances under which they were made, not
misleading.
This letter is furnished by us as bond counsel. No
attorney-client relationship has existed or exists between our
firm and yourselves in connection with the Bonds or by virtue of
this letter. Our engagement with respect to the Bonds has
terminated as of the date hereof, and we disclaim any obligation
to update this letter. This letter is delivered to you as
Underwriter of the Bonds, is solely for your benefit as such
Underwriter and is not to be used, circulated, quoted or
sF2-M709.2 B-2
otherwise referred to or relied upon for any other purpose or by
any other person. This letter is not intended to, and may not,
be relied upon by owners of Bonds.
Very truly yours,
ORRICK, HERRINGTON & SUTCLIFFE
SF2-26709.2 B-3
EXHIBIT C
Form of Opinion of County Counsel
County of Contra Costa
County Service Area No. R-8
1994 Park and Open Space Refunding Bonds
I am County Counsel of Contra Costa County (the
"Issuer") in connection with the issuance by the Issuer of the
bonds referenced in the caption hereto (the "Refunding Bonds")
pursuant' to Articles 9 and 11 3f Chapter 3 of Part 1 of Division
2 of Title 5 of the California Government Code (the "Law") ,
Resolution No. 94/119, adopted by the Issuer on March 1, 1994, as
amended on March 8, 1994 (the "Resolution") , and a Paying Agent
Agreement, dated as of March 1, 1994 (the "Paying Agent
Agreement") by and between the Issuer and Bank of America
National Trust and Savings Association, as paying agent (the
"Paying Agent") . I have examined the Law and such certified
.proceedings and other papers as we deem necessary to render this
opinion. Capitalized terms used herein, unless otherwise
defined, have the meanings assigned to such terms in the Purchase
Agreement, dated March 9, 1994 (the "Purchase Agreement") , by and
between the Issuer, and Sutro & Co. , Inc.
As to questions of fact material to this opinion, I
have relied upon representations of the Issuer contained in the
Purchase Agreement, the Paying Agent Agreement and the Resolution
and in the certified proceedings and other certifications of
public officials furnished to us, without undertaking to verify
such facts by independent investigation.
Based upon my examination, I am of the opinion, as of
the date hereof, that:
(1) The Issuer is a political subdivision of the State
of California duly organized and validly existing under and by
virtue of the Constitution and -laws of the State of California.
(2) The Resolution has been duly adopted by the Issuer
at a regular meeting duly called and held in accordance with the
requirements of all applicable laws and at which a quorum of the
members of the Issuer was continuously present.
(3) Except as described in the Official Statement,
there is no litigation pending or, to the best of my knowledge
after due inquiry, threatened which: (i) challenges the right or
title of any member or officer of the Issuer to hold his or her
respective office or exercise or perform the powers and duties
pertaining thereto; (ii) challenges the validity or
enforceability of the Refunding Bonds, the Resolution, the Paying
Agent Agreement, or the Purchase Agreement; (iii) seeks to
sn2-26709.2 C-1
restrain or enjoin the issuance and sale of the Refunding Bonds,
the adoption or effectiveness of the Resolution, or the execution
and delivery by the Issuer of, or the performance by the Issuer
of its obligations under, the Refunding Bonds, the Paying Agent
Agreement, the Purchase Agreement, or the Resolution, or (iv) if
determined adversely to the Issuer or its interests, would.have a
material and adverse effect upon the financial condition, assets,
properties or operations of the Issuer.
(4) The Refunding Bonds, the Paying Agent Agreement
and the Purchase Agreement have each been duly authorized,
executed and delivered by the Issuer, and the Refunding Bonds,
the Paying Agent Agreement, and the Purchase Agreement constitute
the valid and binding legal obligations of the Issuer enforceable
in accordance with their respective terms except as such
enforceability may be limited or otherwise affected by applicable
bankruptcy, insolvency, reorganization, moratorium or other
similar laws or general principles of equity limiting or
otherwise affecting the enforcement of creditors' rights, whether
now existing or hereafter enacted.
(5) The execution and delivery by the Issuer of, and
the performance by the Issuer of its obligations under, the
Refunding Bonds, the Paying Agent Agreement and the Purchase
Agreement do not conflict with, violate or constitute a default
under any provision of any law, court order or decree or any
contract, instrument or agreement to which the Issuer is a party
or by which it is bound.
(6) The Issuer has obtained all authorizations,
approvals, consents or other orders of the State of California or
any other governmental authority or agency within the State of
California having jurisdiction over the Issuer required for the
valid authorization, issuance and delivery by the Issuer of the
Refunding Bonds.
(7) The Official Statement (excluding therefrom
information under the caption "BOOK ENTRY SYSTEM") , financial
statements and the statistical data included in the Official
Statement, as to which mo opinion is expressed) does not contain
any untrue statement of a material fact or omit to state a
material fact required to be stated therein or necessary in order
to make the statements therein, in the light of the circumstances
under which they were made, not misleading.
All parties to the transactions pertaining to the
initial issuance and sale of the Refunding Bonds and their
counsel may rely upon this opinion.
Very truly yours,
SF2-26709.2 C-2