HomeMy WebLinkAboutMINUTES - 06071994 - 1.62 JON]ES HA_Tir, Hl[][,Ir, 8C WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
GIIA-111-ES F.ADAMS FOUR EMBARCADERO CENTER
STEPHEN R.CASALEGGIO NINETEENTH FLOOR
MICHAEL D.CA-STELLI SAN FRANCISCO,CA 94111
THOMAS A.DOWNEY (415)391-5780
ANDREW C. FACSIMILE
GREG HARRINGTON (415)391-5784
WILLIAM It MADISON
DAVID J.OSTER KENNETH I.JONES
BRIAN D.QUINT OF COUNSEL
PAUL J.THIMMIG
DAVID A.WALTON May 26, 1994
SHARON STANTON WHITE ROBERT J.HILL(1922-1988)
Mr. DeRoyce Bell
Deputy County Administrator
County of Contra Costa
651 Pine Street, 11th Floor
Martinez, CA 94553
Re: Acalanes Union High School District (Contra Costa County, California) 1994 Tax and
Revenue Anticipation Notes
Antioch Unified School District (Contra Costa County,California) 1994 Tax and Revenue
Anticipation Notes
Pittsburg Unified School District(Contra Costa County,California) 1994 Tax and Revenue
Anticipation Notes
Dear De:
Enclosed, for adoption by the Board of Supervisors on Tuesday,June 7, are resolutions
authorizing issuance of tax and revenue anticipation notes in the name of the of the Acalanes,
Union High School District, the Antioch Unified School District and the Pittsburg Unified
School District. Acalanes and Pittsburg adopted their request resolutions on May 18 and May
11,respectively (copies enclosed). Antioch will adopt its request resolution on June 6.
If you have any questions,please feel free to call me. Thank you for your assistance.
Ve y yours,
0
Brian
an
;BriD. Quint S'
BDQ:rhc
Enclosures
11056-04 JHHW:BDQ:ncc 04/21/94
04/29/94
ACALANES UNION HIGH SCHOOL DISTRICT
RESOLUTION NO. 93-94-17
RESOLUTION REQUESTING THE BOARD OF SUPERVISORS OF CONTRA
COSTA COUNTY TO ISSUE TAX AND REVENUE ANTICIPATION NOTES IN
THE NAME OF THE ACALANES UNION HIGH SCHOOL DISTRICT FOR FISCAL
YEAR 1994-1995 IN THE PRINCIPAL AMOUNT OF NOT TO EXCEED $8,000,000
AND AUTHORIZING THE SALE THEREOF AND AUTHORIZING PREPARATION
OF AN OFFICIAL STATEMENT IN CONNECTION THEREWITH
RESOLVED, by the Board of Trustees of the Acalanes Union High School District (the
"District"), as follows:
WHEREAS, school districts organized and existing under the laws of the State of
California are authorized by Article 7.6 (commencing with section 53850) of Chapter 4 of Part'1
of Division 2 of Title 5 of the California Government Code (the "Law") to borrow money by the
issuance of temporary notes,the proceeds of which may be used and expended for any purpose
for which the school district is authorized to spend moneys; and
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
district by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the District has determined that it is desirable that the District borrow
funds in an amount not to exceed $8,000,000 with respect to fiscal year 1994-1995 for
authorized purposes of the District;
NOW, THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 1. Request. The Board of Supervisors (the "Board") of Contra Costa County (the
"County") is hereby requested to issue tax and revenue anticipation notes in the name of the
District in the principal amount of not to exceed $8,000,000 (the "Notes"), under and pursuant
to the provisions of the Law.
Section 2. Pledge. The Notes shall be obligations of the District and shall be secured by a
pledge of and first lien and charge against the first "unrestricted moneys", as hereinafter
defined, to be received by the County on behalf of the District in such months and.in such
amounts as shall be determined by the Superintendent (or the Superintendent's designee) prior
to the date of sale of the Notes, sufficient to pay the principal of and interest on the Notes at
maturity (the "Pledged Revenues"). To the extent not so paid from the Pledged Revenues, the
Notes shall be paid from any other moneys of the District lawfully available therefor. In the
event that there are insufficient unrestricted moneys received by the District to permit the
deposit in the Repayment Fund (as hereinafter defined) of the full amount of the Pledged
Revenues to be deposited in any month on the last business day of such month,then the amount
of any deficiency shall be satisfied and made up from any other moneys of the District_ lawfully
available for the repayment of the Notes and interest thereon. The term "unrestricted moneys"
shall mean taxes,income,revenue and other moneys 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.
Section 3. Approval of Issuance Resolution. The resolution entitled "Resolution Providing
for the Borrowing of Funds in the Name of the Acalanes Union High School District for Fiscal
Year 1994-1995 and the Issuance and Sale of 1994 Tax and Revenue Anticipation Notes
Therefor" (the "Issuance Resolution"), to be adopted by the Board, in substantially the form
presented to the Board of Trustees at this meeting, together with any additions to or changes
therein deemed necessary or advisable by the Board,is hereby approved.
Section 4. Official Statement. The Board of Trustees hereby authorizes the preparation
by the District's financial advisor of an official statement describing the Notes (the "Official
Statement"). The Board of Trustees authorizes the distribution by the District's financial
advisor of the Official Statement to prospective purchasers of the Notes, and authorizes and
directs the Superintendent (or the Superintendent's designee) on behalf of the District to deem
"final" pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934 (the "Rule") the
Official Statement prior to its distribution by the District's financial advisor. The execution of
the Official Statement, which shall include such changes and additions thereto deemed
advisable by the Superintendent or any other qualified officer of the District and such
information permitted to be excluded from the Official Statement pursuant to the Rule, shall be
conclusive evidence of the approval of the Official Statement by the District.
The Superintendent (or the Superintendent's designee) are separately authorized and
directed to execute the Official Statement and a statement that the facts contained in the
Official Statement, and any supplement or amendment thereto (which shall be deemed an
original part thereof for the purpose of such statement) were, at the time of sale of the Notes,
true and correct in all material respects and that the Official Statement did not, on the date of
sale of the Notes, and does not, as of the date of delivery of the Notes, contain any untrue
statement of a material fact with respect to the District or omit to state material facts with
respect to the District required to be stated where necessary to make any statement made
therein not misleading in the light of the circumstances under which it was made. The
Superintendent (or the Superintendent's designee) shall take such further actions prior to the
signing of the Official Statement as are deemed necessary or appropriate to verify the accuracy
thereof.
Section 5. Sale of the Notes. The Official Statement is approved for distribution in the
offering and sale of the Notes.
The District's financial advisor, on behalf of the District and the Board, is authorized
and directed to cause the Official Statement to be distributed to such municipal bond broker-
dealers, to such banking institutions and to such other persons as may be interested in
purchasing the Notes therein offered for sale. The District's financial advisor, on behalf of the
District and the Board, is authorized to identify a purchaser for the Notes and to negotiate an
interest rate and purchase price for the Notes, so long as the net interest cost to the District
does not exceed five percent (5%). The definitive principal amount of Notes to be issued shall
be determined by the District's financial advisor, on behalf of the District and the Board, at the
time of sale of the Notes to the purchaser identified.
Section 6.Tax Covenants
(a) Private Activity Bond Limitation. The District shall assure that the proceeds of the
Notes are not so used as to cause the Notes to satisfy the private business tests of section
141(b) of the Code(as hereinafter defined) or the private loan,financing test of section 141(c) of
the Code.
-2-
(b) Federal Guarantee Prohibition. The District shall not take any action or permit or suffer
any action to be taken if the result of the same would be to cause any of the Notes to be
"federally guaranteed" within the meaning of section 149(b) of the Code.
(c) Rebate Requirement. The District shall take any and all actions necessary to assure
compliance with section 148(f) of the Code, relating to the rebate of excess investment earnings,
if any, to the federal government, to the extent that such section is applicable to the Notes.
(d) No Arbitrage. The District shall not take, or permit or suffer to be taken any action
with respect to the proceeds of the Notes which, if such action had been reasonably expected to
have been taken, or had been deliberately and intentionally taken,on the date of issuance of the
Notes would have caused the Notes to be "arbitrage bonds" within the meaning of section 148
of the Code.
(e) Maintenance of Tax-Exemption. The District shall take all actions necessary to assure
the exclusion of interest on the Notes from the gross income of the registered owners of the
Notes to the same extent as such interest is permitted to be excluded from gross income under
the Code as in effect on the date of issuance of the Notes.
(g) Small Issuer Exemption from Bank Nondeductibility Restriction. The District hereby
designates the Notes for purposes of paragraph (3) of section 265(b) of the Code and
covenants that the Notes do not constitute private activity bonds as defined in section 141 of
the Code and that the aggregate face amount of all tax-exempt obligations issued by the District
(including all subordinate entities of the District and all entities which may issue obligations on
behalf of the District) during the calendar year 1994 will not exceed $8,000,000, excluding,
however, private activity bonds, as defined in section 141 of the Code (other than qualified
501(c)(3) bonds as defined in section 145 of the Code) and current refunding obligations having
a principal amount not in excess of the refunded obligation.
For purposes of this Section 6, the term "Code" means the Internal Revenue Code of
1986 as in effect on the date of issuance of the Notes or (except as otherwise referenced herein)
as it may be amended to apply to obligations issued on the date of issuance of the Notes ,
together with applicable proposed, temporary and final regulations promulgated, and
applicable official public guidance published,under the Code.
Section 7. No Temporary Transfers. It is hereby covenanted and warranted by the
District pursuant to Article XVI, Section 6 of the Constitution of the State of California that it
will not request the County Treasurer-Tax Collector to make temporary transfers of funds in the
custody of the County Treasurer-Tax Collector to meet any obligations of the District during the
1994-1995 fiscal year.
Section 8. Further Authorization. All actions heretofore taken by the officers and agents
of the District with respect to the sale and issuance of the Notes are hereby approved, and the
Superintendent, the Clerk of the Board and any and all other officers of the District are hereby
authorized and directed for and in the name and on behalf of the District, to do any and all
things and take any and all actions relating to the execution and delivery of any and all
certificates, requisitions, agreements and other documents, 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 the Issuance Resolution and this resolution.
The District hereby authorizes the Superintendent or_the Superintendent's designee to
execute an agreement for bond counsel services by and between the District and Jones Hall Hill
& White, A Professional Law Corporation,and an agreement for financial advisory services by
-3-
and between the District and Kelling, Northcross & Nobriga, Inc., which firms are hereby
appointed to serve as bond counsel and financial advisor, respectively, for the Notes. All costs
incurred by the Board or the District in connection with the issuance of the Notes, including but
not limited to printing of any official statement, rating agency costs, bond counsel fees and
expenses,underwriting discount and costs, paying agent fees and expenses, the cost of printing
the Notes, and any compensation owing to any officers or employees of the Board, the County
or the District for their services rendered in connection with the issuance of the Notes, shall be
payable by District.
Section 9. Indemnification. The District shall indemnify and hold harmless, to the extent
permitted by law, the County and its officers and employees (the "Indemnified Parties"),
against any and all losses, claims, damages or liabilities, joint or several, to which such
Indemnified Parties may become subject, because of action or inaction related to the Notes. The
District shall also reimburse the Indemnified Parties for any legal or other expenses incurred in
connection with investigating or defending any such claims or actions.
Section 10. Effective Date. This resolution shall take effect from and after its adoption.
I hereby certify that the foregoing resolution was duly adopted at a meeting of the Board
of Trustees of the Acalanes Union High School District held on the is day of May ,
1994,by the following vote:
AYES,and in favor of,Board Members:
NOES, Board Members:
ABSENT, Board Members:
BY 1-,4JV-A-f,
Clerk of the Board of Trustees
-4-
Jnr co �� ca. �i rn 1,710 409 D/10 rape Z
EITTSBUIRG UNIFIED SCHOOL PISTRICI
MSOLU77ON NO. 93-52
RESOLUTION REQUESTING THE BOARD OF SUPERVISORS OF CONTRA
COSTA COUNTY TO ISSUE TAX AND REVENUE ANTICIPATION NOTES IN
THE NAME OF THE PITTSBURG UNIFIED SCHOOL DISTRICT FOR FISCAL
YEAR 1994-1995 IN THE PRINCIPAL AMOUNT OF NOT TO EXCEED$6,000,000
AND AUTHORIZING THE SALE THEREOF AND AUTHORIZING PREPARATION
OF AN OFFICIAL STATEMENT IN CONNECTION THEREWITH
RESOLVED, by the Board of Education of the Pittsburg Unified School District (the
"District"), as follows:
WHEREAS, school districts or anized and existing under the laws of the State of
California are authorized by Article 7'.6(commencing with section 53850) of Chapter 4 of Part I
of Division 2 of Title 5 of the California Government Code (the "Law") to borrow money by the
issuance of temporary notes, the proceeds of which may be used and expended for any purpose
for which the school district is authorized to spend moneys;and
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
district by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the District has determined that it is desirable that the District borrow
funds in an amount not to exceed $6,000,000 with respect to fiscal year 1994.1995 for
authorized purposes of the District;
NOW,THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 7.Request. The Board of Supervisors (the "Board") of Contra Costa County (the
"County") is hereby requested to issue tax and revenue anticipation notes in the name of the
District in the principal amount of not to exceed S6,Cb0,000 (the "Notes"),under and pursuant
to the provisions of the Law.
Section 2.fig. The Notes shall be obligations of the District and shall be secured by a
pledge of and first lien and charge against the first "unrestricted moneys", as hereinafter
defined, to be received by the County on behalf of the District in such months and in such
amounts as shall be determined by the Superintendent (or the Superintendent's designee)prior
to the date of sale of the Notes, sufficient to pay the principal of and interest on the Notes at
maturity (the 'Fledged Revenues").To the extent not so paid from the Pledged Revenues, the
Notes shall be paid from any other moneys of the District lawfully available therefor. In the
event that there are insufficient unrestricted moneys received by the District to permit the
deposit in the Repayment Fund (as hereinafter defined) of the full amount of the Pledged
Revenues to be deposited in any month on the last business day of such month,then the amount
of any deficiency shall be satisfied and made up from any other moneys of the District lawfully
available for the repayment of the Notes and interest thereon.The term "unrestricted moveys"
shall mean taxes,income,revenue and other moneys 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.
MAY 26 '94 81:48 PM +518 432 6716 Page 3
Section 3. Ap rrooval gf Issuance Resolution.The resolution entitled "Resolution Providing
for the Borrowing of Funds in the Name of the Pittsburg Unified School District for Fiscal Year
1994.1995 and the Issuance and Sale of 1994 Tax and Revenue Anticipation Notes Therefor"
(the "Issuance Resolution"), to be adopted by the Board, in substantially the form presented to
the Board of Education at this meeting, together with any additions to or changes therein
deemed necessary or advisable by the Board,is hereby approved.
Section 4.Officlal Statement. The Board of Education hereby authorizes the preparation
by the District's financial advisor of an official statement describing the Notes (the 'Official
Statement"). The Board of Education authorizes the distribution by the District's financial
advisor of the Official Statement to prospective purchasers of the Notes, and authorizes and
directs the Superintendent (or the Superintendent's designee) on behalf of the District to deem
"final" pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934 (the "Rule") the
Official Statement prior to its distribution by the District's financial advisor. The execution of
the Official Statement, which shall include such changes and additions thereto deemed
advisable by the Superintendent or any other qualified officer of the District and such
information permitted to be excluded from the Official Statement pursuant to the Rule,shall be
conclusive evidence of the approval of the Official Statement by the District.
The Superintendent (or the Superintendent's designee) are separately authorized and
directed to execute the Official Statement and a statement that the facts contained in the
Official Statement, and any supplement or amendment thereto (which shall be deemed an
original part thereof for the purpose ofsuch statement) were, at the time of sale of the Notes,
true and correct in all material respects and that the Official Statement did not, on the date of
sale of the Notes, and does not, as of the date of delivery of the Notes, contain any untrue'
statement of a material fact with respect to the District or omit to state material facts with
respect to the District required to be stated where necessary to make any statement made
therein not misleading in the light of the circumstances under which it was made. The
Superintendent (or the Superintendent's designee) shall take such further actions prior to the
signin of the Official Statement as are deemed necessary or appropriate to verify the accuracy
thereo�
Section 5. Sale of the_Notes. The Official Statement is approved for distribution in the
offering and sale of the Notes.
The District's financial advisor, on behalf of the District and the Board,is authorized
and directed to cause the Official Statement to be distributed to such municipal bond broker-
dealers, to such banking institutions and to such other persons as may be interested in
purchasing the Notes therein offered for sale. The District's financial advisor, on behalf of the
District and the Board,is authorized to identify a purchaser for the Notes and to negotiate an
interest rate and Purchase price for the Notes, so long as the net interest cost to the District
does not exceed five percent (5%). The definitive principal amount of Notes to be issued shall
be determined by the District's financial advisor, on behalf of the District and the Board,at the
time of We of the Notes to the purchaser identified.
Sedion 6.Tax Covenants
(a) Private Activity Bond Limitation. The District shall assure that the proceeds of the
Notes are not so used as to cause the Notes to satisfy the private business tests of section
141(b) of the Code (as hereinafter defined) or the private loan financing test of section 141 W of
the Code.
2-
MAY 26 '94 81:48 PM +310 432 6716 Page 4
tiA
(b)Federal Guarantee Prohibition.The District shall not take any action or permit or suffer
any action to be taken if the result of the same would be to cause any of the Notes to be
"federally guaranteed" within the meaning of section 149(b)of the Code.
(c) Rebate Requirement. The District shall take any and all actions necessary to assure
compliance with section 148(f)of the Code,relating to the rebate of excess investment earrings,
if any,to the federal government,to the extent that such section is applicable to the Notes.
(d) No Arbitrage. The District shall not take, or permit or suffer to be taken any action
with respect to the proceeds of the Notes which,if such action had been reasonably expected to
have been taken,or had been deliberately and intentionally taken,on the date of Issuance of the
Notes would have caused thq Notes to be"arbitrage bonds" within the meaning of section 148
of the Code.
(e)Maintenance of Tax-Exemption. The District shall take all actions necessary to assure
the exclusion of interest on the Notes from the gross income of the registered owners of the
Notes to the same extent as such interest is permitted to be excluded from gross income under
the Code as in effect on the date of issuance of the Notes.
For purposes of this Section 6, the term "Code" means the Internal Revenue Code of
1986 as in effect on the date of issuance of the Notes or(except as otherwise referenced herein)
as it may be amended to apply to obligations issued on the date of issuance of the Notes ,
together with applicable proposed, temporary and final regulations promulgated, and
applicable official public guidance published,under the Code.
Section 7.,No TemRor�y Transfers. It is hereby covenanted and warranted by the
District pursuant to Article XVI, Section 6 of the Constitution of the State of California that it
will not request the County Treasurer-Tax Collector to make temporary transfers of funds in the
custody of the County Treasurer-Tax Collector to meet any obligations of the District during the
1994-1995 fiscal year.
Section B. F'ur her Au$borization. All actions heretofore taken by the officers and agents
of the Aistrict with respect to the sale and issuance of the Notes are hereby approved,and the
Superintendent, the Clerk of the Board and any and all other officers of the District are hereby
authorized and directed for and in the name and on behalf of the District, to do any and all
things and take any and all actions relating to the execution and delivery of any and all
certificates, requisitions, agreements and other documents, 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 the Issuance Resolution and this resolution.
The District hereby authorizes the Superintendent or the Superintendent's designee to
execute an agreement for bond counsel services by and between the District and Jones Hall Hill
&White,A Professional lAw Corporation,and an agreement for financial advisory services by
and between the District and Kelling, Northcross & Nobriga, Inc., which firms are hereby
appointed to serve as bond counsel and financial advisor,respectively,for the Notes. All costs
incurred by the Board or the District in connection with the issuance of the Notes,including but
not limited to printing of any official statement, rating agency costs, bond counsel fees and
expenses,underwriting discount and costs,paying agent fees and expenses,the cost of printing
the Notes,and any compensation owing to any officers or employees of the Board,the County
or the District for their services rendered in connection with the issuance of the Notes,shall be
payable by District.
r
MAY 26 '94 61:49 PM +516 432 6716 Page 5
10ti '
Section 9. Indemnification.The District shall indemnify and hold harmless,to the extent
permitted by law, the County and its officers and employees (the "Indemnified Parties"),
against any and all losses, claims, damages or liabilities, joint or several, to which such
Indemnified Parties may become subject,because of action or inaction related to the Notes.The
District shall also reimburse the Indemnified Parties for any legal or other expenses incurred in
connection with investigating or defending any such claims or actions.
Section 10. Effective Date.This resolution shall take effect from and after its adoption.
I hereby certify that the foregoing resolution was duly adopted at a sleeting of the Board
of Education of the Pittsburg Unified School District held on the 10th day of May,1994,by the
following vote:
AYES,and it favor of,Board Members: 5
NOES,Board Members: 0
ABSENT,Board Members: 0
By .To
Clerk o t e B and of Eflucation
11056-04 JHHW:BDQ:ncc 04/21/94
(Acalanes UHSD) 04/29/94
05/26/94
CONTRA COSTA COUNTY
RESOLUTION NO.
RESOLUTION PROVIDING FOR THE BORROWING OF FUNDS IN
THE NAME OF THE ACALANES UNION HIGH SCHOOL DISTRICT
FOR FISCAL YEAR 1994-1995 AND THE ISSUANCE AND SALE OF 1994
TAX AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLVED, by the Board of Supervisors of Contra Costa County, California, as
follows:
WHEREAS, pursuant to Article 7.6 (commencing with section 53850) of Chapter 4 of
Part 1 of Division 2 of Title 5 of the California Government Code (the "Law"), school districts
organized and existing under the laws of the State of California are authorized to borrow
money by the issuance of temporary notes, the proceeds of which may be used and expended
for any purpose for which the school district is authorized to spend moneys;
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
districts by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the Board of Trustees of the Acalanes Union High School District (the
"District") has heretofore adopted its resolution on May 18, 1994, finding and determining that
it is desirable that the District borrow funds in an amount not to exceed $8,000,000 with
respect to the fiscal year 1994-1995 for authorized purposes of the District, and requesting that
the Board of Supervisors (the 'Board") of Contra Costa County (the "County") for that
purpose authorize the issuance of and offer for sale tax and revenue anticipation notes in the
name of the District in the principal amount of not to exceed $8,000,000,under and pursuant to
the provisions of the Law;
NOW, THEREFORE,it is hereby DETERMINED and ORDERED as follows:
Section 1. Recitals True and Correct. All of the recitals herein set forth are true and
correct and the Board so finds and determines.
Section 2. Approval of Request of District. The Board hereby approves the request of the
District for the Board to issue notes in its name.
Section 3. Limitation on Maximum Amount. The principal amount of notes issued
pursuant hereto, when added to the interest payable thereon, shall not exceed eighty-five
percent (85%) of the estimated amount of the uncollected taxes, revenue and other moneys of
the District for the general fund of the District attributable to Fiscal Year 1994-1995, and
available for the payment of said notes and the interest thereon(as hereinafter provided).
Section 4.Authorization and Terms of Notes.Solely for the payment of current expenses,
capital expenditures and other obligations payable from the general fund of District during or
allocable to Fiscal Year 1994-1995, and not pursuant to any common plan of financing, the
Board hereby determines to and shall borrow the aggregate principal sum of not to exceed ten
million dollars ($8,000,000) in the name of the District. Such borrowing shall be by the issuance
r 'a
11033-06 JHHW:BDQ:ncc 04/29/94
(Antioch Unified School District) 05/26/94
CONTRA COSTA COUNTY
RESOLUTION NO.
RESOLUTION PROVIDING FOR THE BORROWING OF FUNDS IN
THE NAME OF THE ANTIOCH UNIFIED SCHOOL DISTRICT FOR
FISCAL YEAR 1994-1995 AND THE ISSUANCE AND SALE OF 1994 TAX
AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLVED, by the Board of Supervisors of Contra Costa County, California, as
follows:
WHEREAS, pursuant to Article 7.6 (commencing with section 53850) of Chapter 4 of
Part 1 of Division 2 of Title 5 of the California Government Code (the "Law"), school districts
organized and existing under the laws of the State of California are authorized to borrow
money by the issuance of temporary notes, the proceeds of which may be used and expended
for any purpose for which the school district is authorized to spend moneys;
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
districts by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the Board of Education of the Antioch Unified School District (the
"District")has heretofore adopted its resolution on June 6, 1994,finding and determining that it
is desirable that the District borrow funds in an amount not to exceed $10,000,000 with respect
to the fiscal year 1994-1995 for authorized purposes of the District, and requesting that the
Board of Supervisors (the 'Board") of Contra Costa County (the "County") for that purpose
authorize the issuance of and offer for sale tax and revenue anticipation notes in the name of
the District in the principal amount of not to exceed $10,000,000, under and pursuant to the
provisions of the Law;
NOW,THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 1. Recitals True and Correct. All of the recitals herein set forth are true and
correct and the Board so finds and determines.
Section 2. Approval of Request of District. The Board hereby approves the request of the
District for the Board to issue notes in its name.
Section 3. Limitation on Maximum Amount. The principal amount of notes issued
pursuant hereto, when added to the interest payable thereon, shall not exceed eighty-five
percent (85%) of the estimated amount of the uncollected taxes, revenue and other moneys of
the District for the general fund of the District attributable to Fiscal Year 1994-1995, and
available for the payment of said notes and the interest thereon(as hereinafter provided).
Section 4.Authorization and Terms of Notes. Solely for the payment of current expenses,
capital expenditures and other obligations payable from the general fund of District during or
allocable to Fiscal Year 1994-1995, and not pursuant to any common plan of financing, the
Board hereby determines to and shall borrow the aggregate principal sum of not to exceed ten
million dollars ($10,000,000) in the name of the District. Such borrowing shall be by the
. 1 +
26047-05 JHHW:BDQ:ncc 04/27/94
(Pittsburg USD) 04/29/94
05/26/94
CONTRA COSTA COUNTY
RESOLUTION NO.
RESOLUTION PROVIDING FOR THE BORROWING OF FUNDS IN
THE NAME OF THE PITTSBURG UNIFIED SCHOOL DISTRICT FOR
FISCAL YEAR 1994-1995 AND THE ISSUANCE AND SALE OF 1994 TAX
AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLVED, by the Board of Supervisors of Contra Costa County, California, as
follows:
WHEREAS, pursuant to Article 7.6 (commencing with section 53850) of Chapter 4 of
Part 1 of Division 2 of Title 5 of the California Government Code (the "Law"), school districts
organized and existing under the laws of the State of California are authorized to borrow
money by the issuance of temporary notes, the proceeds of which may be used and expended
for any purpose for which the school district is authorized to spend moneys;
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
districts by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the Board of Education of the Pittsburg Unified School District (the
"District") has heretofore adopted its resolution on May 11, 1994, finding and determining that
it is desirable that the District borrow funds in an amount not to exceed $6,000,000 with
respect to the fiscal year 1994-1995 for authorized purposes of the District, and requesting that
the Board of Supervisors (the 'Board") of Contra Costa County (the "County") for that
purpose authorize the issuance of and offer for sale tax and revenue anticipation notes in the
name of the District in the principal amount of not to exceed $6,000,000, under and pursuant to
the provisions of the Law;
NOW, THEREFORE,it is hereby DETERMINED and ORDERED as follows:
Section 1. Recitals True and Correct. All of the recitals herein set forth are true and
correct and the Board so finds and determines.
Section 2. Approval of Request of District. The Board hereby approves the request of the
District for the Board to issue notes in its name.
Section 3. Limitation on Maximum Amount. The principal amount of notes issued
pursuant hereto, when added to the interest payable thereon, shall not exceed eighty-five
percent (85%) of the estimated amount of the uncollected taxes, revenue and other moneys of
the District for the general fund of the District attributable to Fiscal Year 1994-1995, and
available for the payment of said notes and the interest thereon(as hereinafter provided).
Section 4.Authorization and Terms of Notes. Solely for the payment of current expenses,
capital expenditures and other obligations payable from the general fund of District during or
allocable to Fiscal Year 1994-1995, and not pursuant to any common plan of financing, the
Board hereby determines to and shall borrow the aggregate principal sum of not to exceed ten
million dollars ($6,000,000) in the name of the District.Such borrowing shall be by the issuance
11033-06 JHHW:BDQ:ncc 04/27/94
05/26/94
ANTIOCH UNIFIED SCHOOL DISTRICT
RESOLUTION NO. 1993-94-50
RESOLUTION REQUESTING THE BOARD OF SUPERVISORS OF CONTRA
COSTA COUNTY TO ISSUE TAX AND REVENUE ANTICIPATION NOTES IN
THE NAME OF THE ANTIOCH UNIFIED SCHOOL DISTRICT FOR FISCAL YEAR
1994-1995 IN THE PRINCIPAL AMOUNT OF NOT TO EXCEED $10,000,000 AND
AUTHORIZING THE SALE THEREOF AND AUTHORIZING PREPARATION OF
AN OFFICIAL STATEMENT IN CONNECTION THEREWITH
RESOLVED, by the Board of Education of the Antioch Unified School District (the
"District"), as follows:
WHEREAS, school districts organized and existing under the laws of the State of
California are authorized by Article 7.6 (commencing with section 53850) of Chapter 4 of Part 1
of Division 2 of Title 5 of the California Government Code (the "Law") to borrow money by the
issuance of temporary notes,the proceeds of which may be used and"expended for any purpose
for which the school district is authorized to spend moneys;and
WHEREAS, pursuant to the Law, such notes may be issued in the name of such school
district by the board of supervisors of the county, the county superintendent of which has
jurisdiction over such school district,as soon as possible following receipt of a resolution of the
governing board of such school district requesting such borrowing;and
WHEREAS, the District has determined that it is desirable that the District borrow
funds in an amount not to exceed $10,000,000 with respect to fiscal year 1994-1995 for
authorized purposes of the District;
NOW, THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 1. Request. The Board of Supervisors (the "Board") of Contra Costa County (the
"County") is hereby requested to issue tax and revenue anticipation notes in the name of the
District in the principal amount of not to exceed $10,000,000 (the "Notes"), under and
pursuant to the provisions of the Law.
Section 2. Pledge. The Notes shall be obligations of the District and shall be secured by a
pledge of and first lien and charge against the first "unrestricted moneys", as hereinafter
defined, to be received by the County on behalf of the District in such months and in such
amounts as shall be determined by the Superintendent (or the Superintendent's designee) prior
to the date of sale of the Notes, sufficient to pay the principal of and interest on the Notes at
maturity (the "Pledged Revenues"). To the extent not so paid from the Pledged Revenues, the
Notes shall be paid from any other moneys of the District lawfully available therefor. In the
event that there are insufficient unrestricted moneys received by the District to permit the
deposit in the Repayment Fund (as hereinafter defined) of the full amount of the Pledged
Revenues to be deposited in any month on the last business day of such month,then the amount
of any deficiency shall be satisfied and made up from any other moneys of the District lawfully
available for the repayment of the Notes and interest thereon. The term "unrestricted moneys"
shall mean taxes,income,revenue and other moneys 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.
Section 3. Approval of Issuance Resolution.The resolution entitled "Resolution Providing
for the Borrowing of Funds in the Name of the Antioch Unified School District for Fiscal Year
1994-1995 and the Issuance and Sale of 1994 Tax and Revenue Anticipation Notes Therefor"
(the "Issuance Resolution"), to be adopted by the Board, in substantially the form presented to
the Board of Education at this meeting, together with any additions to or changes therein
deemed necessary or advisable by the Board,is hereby approved.
Section 4. Official Statement. The Board of Education hereby authorizes the preparation
by the District's financial advisor of an official statement describing the Notes (the "Official
Statement"). The Board of Education authorizes the distribution by the District's financial
advisor of the Official Statement to prospective purchasers of the Notes, and authorizes and
directs the Superintendent (or the Superintendent's designee) on behalf of the District to deem
"final" pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934 (the "Rule") the
Official Statement prior to its distribution by the District's financial advisor. The execution of
the Official Statement, which shall include such changes and additions thereto deemed
advisable by the Superintendent or any other qualified officer of the District and such
information permitted to be excluded from the Official Statement pursuant to the Rule, shall be
conclusive evidence of the approval of the Official Statement by the District.
The Superintendent (or the Superintendent's designee) are separately authorized and
directed to execute the Official Statement and a statement that the facts contained in the
Official Statement, and any supplement or amendment thereto (which shall be deemed an
original part thereof for the purpose of such statement) were, at the time of sale of the Notes,
true and correct in all material respects and that the Official Statement did not, on the date of
sale of the Notes, and does not, as of the date of delivery of the Notes, contain any untrue
statement of a material fact with respect to the District or omit to state material facts with
respect to the District required to be stated where necessary to make any statement made
therein not misleading in the light of the circumstances under which it was made. The
Superintendent (or the Superintendent's designee) shall take such further actions prior to the
signing of the Official Statement as are deemed necessary or appropriate to verify the accuracy
thereof.
Section 5. Sale of the Notes. The Official Statement is approved for distribution in the
offering and sale of the Notes.
The District's financial advisor, on behalf of the District and the Board, is authorized
and directed to cause the Official Statement to be distributed to such municipal bond broker-
dealers, to such banking institutions and to such other persons as may be interested in
purchasing the Notes therein offered for sale. The District's financial advisor, on behalf of the
District and the Board, is authorized to identify a purchaser for the Notes and to negotiate an
interest rate and purchase price for the Notes, so long as the net interest cost to the District
does not exceed five percent (5%). The definitive principal amount of Notes to be issued shall
be determined by the District's financial advisor, on behalf of the District and the Board, at the
time of sale of the Notes to the purchaser identified.
Section 6. Tax Covenants
(a) Private Activity Bond Limitation. The District shall assure that the proceeds of the
Notes are not so used as to cause the Notes to satisfy the private business tests of section
141(b) of the Code (as hereinafter defined) or the private loan financing test of section 141(c) of
the Code.
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(b)Federal Guarantee Prohibition. The District shall not take any action or permit or suffer
any action to be taken if the result of the same would be to cause any of the Notes to be
"federally guaranteed" within the meaning of section 149(b) of the Code.
(c) Rebate Requirement. The District shall take any and all actions necessary to assure
compliance with section 148(f) of the Code,relating to the rebate of excess investment earnings,
if any, to the federal government, to the extent that such section is applicable to the Notes.
(d) No Arbitrage. The District shall not take, or permit or suffer to be taken any action
with respect to the proceeds of the Notes which, if such action had been reasonably expected to
have been taken,or had been deliberately and intentionally taken, on the date of issuance of the
Notes would have caused the Notes to be "arbitrage bonds" within the meaning of section 148
of the Code.
(e) Maintenance of Tax-Exemption. The District shall take all actions necessary to assure
the exclusion of interest on the Notes from the gross income of the registered owners of the
Notes to the same extent as such interest is permitted to be excluded from gross income under
the Code as in effect on the date of issuance of the Notes.
[(g) Small Issuer Exemption from Bank Nondeductibility Restriction. The District hereby
designates the Notes for purposes of paragraph (3) of section 265(b) of the Code and
covenants that the Notes do not constitute private activity bonds as defined in section 141 of
the Code and that the aggregate face amount of all tax-exempt obligations issued by the District
(including all subordinate entities of the District and all entities which may issue obligations on
behalf of the District) during the calendar year 1994 will not exceed $10,000,000, excluding,
however, private activity bonds, as defined in section 141 of the Code (other than qualified
501(c)(3)bonds as defined in section 145 of the Code) and current refunding obligations having
a principal amount not in excess of the refunded obligation.]
For purposes of this Section 6, the term "Code" means the Internal.Revenue Code of
1986 as in effect on the date of issuance of the Notes or (except as otherwise referenced herein)
as it may be amended to apply to obligations issued on the date of issuance of the Notes ,
together with applicable proposed, temporary and final regulations promulgated, and
applicable official public guidance published,under the Code.
Section 7. No Temporary Transfers. It is hereby covenanted and warranted by the
District pursuant to Article XVI, Section 6 of the Constitution of the State of California that it
will not request the County Treasurer-Tax Collector to make temporary transfers of funds in the
custody of the County Treasurer-Tax Collector to meet any obligations of the District during the
1994-1995 fiscal year.
Section 8.Further Authorization. All actions heretofore taken by the officers and agents
of the District with respect to the sale and issuance of the Notes are hereby approved, and the
Superintendent, the Clerk of the Board and any and all other officers of the District are hereby
authorized and directed for and in the name and on behalf of the District, to do any and all
things and take any and all actions relating to the execution and delivery of any and all
certificates, requisitions, agreements and other documents, 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 the Issuance Resolution and this resolution.
The District hereby authorizes the Superintendent or the Superintendent's designee to
execute an agreement for bond counsel services by and between the District and Jones Hall Hill
& White, A Professional Law Corporation, and an agreement for financial advisory services by
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and between the District and Kelling, Northcross & Nobriga, Inc., which firms are hereby
appointed to serve as Bond Counsel and Financial Advisor, respectively, for the Notes. All
costs incurred by the Board or the District in connection with the issuance of the Notes,
including but not limited to printing of any official statement,rating agency costs,bond counsel
fees and expenses, underwriting discount and costs,paying agent fees and expenses, the cost of
printing the Notes, and any compensation owing to any officers or employees of the Board,the
County or the District for their services rendered in connection with the issuance of the Notes,
shall be payable by District.
Section 9. Indemnification. The District shall indemnify and hold harmless,to the extent
permitted by law, the County and its officers and employees (the "Indemnified Parties"),
against any and all losses, claims, damages or liabilities, joint or several, to which such
Indemnified Parties may become subject,because of action or inaction related to the Notes. The
District shall also reimburse the Indemnified Parties for any legal or other expenses incurred in
connection with investigating or defending any such claims or actions.
Section 10. Effective Date. This resolution shall take effect from and after its adoption.
I hereby certify that the foregoing resolution was duly adopted at a meeting of the Board
of Trustees of the Antioch Unified School District held on the 2nd day of June 1994, by
the following vote:
AYES,and in favor of, Board Members: Mno Grant, Ed Dille, Nancy McEachern &
Rebecca Williams Knapp
NOES, Board Members: None
ABSENT, Board Members: Roger Henry, Jr.
By
Clerk 5kffie Board of Trusp6es
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