HomeMy WebLinkAboutMINUTES - 07181995 - C71 33051-01 JHHW:BDQ:kla 06/12/95
07/06/95
CONTRA COSTA COUNTY
95/
RESOLUTION NO. 350
RESOLUTION OF THE BOARD OF SUPERVISORS OF CONTRA COSTA
COUNTY,CALIFORNIA,PROVIDING FOR AUTHORIZATION OF ISSUANCE
AND SALE OF WALNUT CREEK SCHOOL DISTRICT GENERAL OBLIGATION
BONDS,ELECTION 1995,SERIES A,IN THE AGGREGATE PRINCIPAL
AMOUNT OF NOT TO EXCEED$4,500,000
RESOLVED, by the Board of Supervisors (the "Board") of Contra Costa County,
California (the "County"), as follows:
WHEREAS, a duly called special municipal election was held in the Walnut Creek
School District, Contra Costa County, California (the "District"), on June 6, 1995, and
thereafter canvassed pursuant to law; and
WHEREAS, at such election there was submitted to and approved by the requisite two-
third (2/3) vote of the qualified electors of the District a question as to the issuance and sale of
general obligation bonds of the District for various purposes set forth in the ballot submitted to
the voters, in the maximum amount of $21,000,000 payable from the levy of an ad valorem tax
against the taxable property in the District; and
WHEREAS, the Board has received a resolution of the Board of Trustees of the District
requesting the issuance of an initial series of such Bonds in the aggregate principal amount of
four million five hundred thousand dollars ($4,500,000) (the "Series A Bonds"); and
WHEREAS, in its resolution, the District found and informed this Board that all acts,
conditions and things required by law to be done or performed have been done and performed
in strict conformity with the laws authorizing the issuance of general obligation bonds of the
District, and the indebtedness of the District, including this proposed issue of Series A Bonds,
is within all limits prescribed by law;
NOW, THEREFORE, BE IT RESOLVED by the Board of Supervisors of Contra Costa
County, State of California, as follows:
Section 1. Purpose of Series A Bonds. That for the purpose of raising money for real
property acquisition or improvements, namely: (a) the repair, renovation and upgrading of
neighborhood elementary and intermediate schools, and district facilities, including safety
upgrades, repair leaky roofs, upgrades to inadequate electrical, heating and plumbing systems,
site improvements, construction of additional facilities, and the renovation of classrooms and
libraries to prepare for technology, and (b) to pay all necessary legal, financial,engineering and
contingent costs in connection therewith, the Board hereby authorizes the issuance of the Series
A Bonds.
Section 2. Official Notice of Sale. The Official Notice of Sale for the Series A Bonds is
hereby approved, such notice to be substantially in accordance with the Official Notice of Sale
attached hereto as Exhibit A and by this reference incorporated herein (the "Official*Notice of
Sale"). Said Official Notice of Sale and the Bid Form (including the memorandum of net interest
cost), attached hereto as Exhibit B and by this reference incorporated herein, are hereby
approved.
Section 3. Publication of Notice of Intention to Sell Bonds. The Clerk of the Board is
hereby authorized and directed to cause to be published, once a week for two (2) successive
weeks, the Notice of Intention to Sell Bonds in substantially the form attached hereto as Exhibit
C, in a newspaper published and of general circulation in the County. The publication by the
District of said Notice of Intention to Sell Bonds in the Bond Buyer once at least fifteen (15)
days prior to the date to receive bids is hereby approved and authorized.
Section 4. Terms and Conditions of Sale. The terms and conditions of the offering and
the sale of the Series A Bonds shall be as specified in said Official Notice of Sale.
Section 5. Furnishing of Official Notice of Sale. The Clerk of the District and the financial
advisor to the District,Kelling,Northcross &Nobriga,Inc. (the "FinancialAdvisor"), are hereby
authorized to cause to be furnished to prospective bidders a reasonable number of copies of
said Official Notice of Sale (including the Bid Form).
Section 6. General Authorization. The Treasurer-Tax Collector of the County or his
designee is hereby authorized and directed to open the bids at the time and place specified in
said Official Notice of Sale, to cause said bids to be examined for compliance with said Official
Notice of Sale, to cause computations to be made as to which bidder has bid the lowest total
net interest cost as provided in said Official Notice of Sale, and to award the sale of the Bonds
to the best bidder within twenty-four (24) hours following the time set for receipt of bids.
Notwithstanding the foregoing sentence, however, in the event that no acceptable bids are
received for the sale of the Series A Bonds, then the Treasurer-Tax Collector is authorized to
proceed with the negotiated sale of the Series A Bonds upon such terms and conditions as the
Treasurer-Tax Collector shall deem advisable.
Section 7. Series A Bond Terms. The Series A Bonds shall be issued as fully registered
Bonds, without coupons, in the denominations of $5,000 or any integral thereof, and shall be
dated August 1, 1995.
The Series A Bonds shall bear interest from the date of the Series A Bonds to maturity of
each of the Series A Bonds at a rate or rates not in excess of twelve percent (12%) per annum.
Interest shall be payable on March 1 and September 1 of each year (the "Interest Payment
Dates"), commencing March 1, 1996, until the principal amount has been paid or provided for.
Each Series A Bond shall bear interest from the Interest Payment Date next preceding the date
of authentication thereof, unless (a) it is authenticated as of a business day following the 15th
day of the month immediately preceding any-Interest Payment Date and on or before such
Interest Payment Date, in which event it shall bear interest from such Interest Payment Date, or
(b) it is authenticated on or before February 15, 1996, in which event it shall bear interest from
August 1, 1995.
The Series A Bonds shall mature (or, alternatively,be subject to mandatory sinking fund
redemption as hereinafter provided) on September 1 of the years and in the amounts as shown
below:
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Maturity Principal Maturity Principal
(September 11 Amount (September 11 Amount
1996 $400,000 2008 $150,000
1997 440,000 2009 160,000
1998 100,000 2010 170,000
1999 100,000 2011 180,000
2000 105,000 2012 185,000
2001 110,000 2013 200,000
2002 115,000 2014 210,000
2003 120,000 2015 220,000
2004 125,000 2016 230,000
2005 130,000 2017 245,000
2006 135,000 2018 260,000
2007 140,000 2019 270,000
Section 8. Redemption of Series A Bonds.
(a) Optional Redemption. The Series A Bonds maturing on or before September 1, 2003,
shall not be subject to redemption prior to their respective stated maturities. The Series A
Bonds maturing on or after September 1, 2004, shall be subject to redemption prior to maturity,
at the option of the District, from any available source of funds, on September 1, 2003 and on
any Interest Payment Date thereafter, at a redemption price equal to the principal amount
thereof together with accrued interest thereon to the date fixed for redemption, plus a premium
(expressed as a percentage of the principal amount of Series A Bonds to be redeemed) as set
forth in the following table:
Redemption Dates Redemption Premium
September 1, 2003 through August 31, 2004 1%
September 1, 2005 and thereafter 0
(b) Mandatory Sinking Fund Redemption. In the event and to the extent specified in the
bid of the winning bidder for the Series A Bonds, any maturity of Series A Bonds shall be
designated as "Term Bonds" and shall be subject to mandatory sinking fund redemption on
September 1 in each of the years set forth in such bid and in the respective principal amounts as
set forth in Section 7, at a redemption price equal to one hundred percent (100%) of the
principal amount thereof to be redeemed (without premium), together with interest accrued
thereon to the date fixed for redemption. If some but not all of such Term Bonds have been
redeemed pursuant to the preceding subsection (a) of this Section 8, the aggregate principal
amount of such Term Bonds to be redeemed in each year pursuant to this subsection (b) shall be
reduced on a pro rata basis in integral multiples of $5,000, as shall be designated pursuant to
written notice filed by the District with the County and the Paying Agent (as defined in Section
10 hereof).
(c) Selection of Bonds for Redemption. If less than all of the Series A Bonds of any one
maturity shall be called for redemption, the particular Series A Bonds or portions of Series A
Bonds of such maturity to be redeemed shall be selected by lot by the District in such manner as
the District in its discretion may determine; provided,however, that the portion of any Series A
Bond to be redeemed shall be in the principal amount of five thousand dollars ($5,000) or some
integral multiple thereof and that, in selecting Series A Bonds for redemption, the Paying Agent
shall treat each Series A Bond as representing that number of Series A Bonds which is obtained
by dividing the principal amount of such Series A Bond by five thousand dollars ($5,000). If
less than all of the Series A Bonds shall be called for redemption, the particular Series A Bonds
or portions thereof to be redeemed shall be called in the inverse order of their maturities. Within
a maturity, the Paying Agent shall select the Series A Bonds for redemption by lot.
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(d) Notice of Redemption. The Paying Agent shall give notice of the redemption of the
Series A Bonds at the expense of the District. Such notice shall specify: (a) that the Series A
Bonds or a designated portion thereof are to be redeemed, (b) the numbers and CUSIP numbers
of the Series A Bonds to be redeemed, (c) the date of notice and the date of redemption, (d) the
place or places where the redemption will be made, and (e) descriptive information regarding
the Series A Bonds including the dated date, interest rate and stated maturity date. Such notice
shall further state that on the specified date there shall become due and payable upon each
Series A Bond to be redeemed, the portion of the principal amount of such Series A Bond to be
redeemed, together with interest accrued to said date, and redemption premium, if any, and
that from and after such date interest with respect thereto shall cease to accrue and be payable.
Notice of redemption shall be by registered or otherwise secured mail or delivery service,
postage prepaid, to the registered owner of the Series A Bonds, or if the registered owner is a
syndicate, to the managing member of such syndicate, to a municipal registered securities
depository and to a national information service that disseminates securities redemption
notices, and by first class mail, postage prepaid, to the District and County and the respective
owners of any registered Series A Bonds designated for redemption at their addresses
appearing on the Bond registration books, in every case at least thirty (30) days, but not more
than sixty (60) days, prior to the redemption date; provided that neither failure to receive such
notice nor any defect in any notice so mailed shall affect the sufficiency of the proceedings for
the redemption of such Series A Bonds.
(e) Partial Redemption of Bonds. Upon the surrender of any Series A Bond redeemed in
part only, the Paying Agent shall execute and deliver to the registered owner thereof a new
Bond or Bonds of like tenor and maturity and of authorized denominations equal in aggregate
principal amount to the unredeemed portion of the Series A Bonds surrendered. Such partial
redemption shall be valid upon payment of the amount required to be paid to such registered
owner, the County and the Paying Agent (if different from the County) and the District shall be
released and discharged thereupon from all liability to the extent of such payment.
(f) Effect of Redemption. Notice having been given as aforesaid, and the moneys for the
redemption (including the interest to the applicable date of redemption) having been set aside
with the County for such purpose, the Series A Bonds to be redeemed shall become due and
payable on such date of redemption.
If on such redemption date, money for the redemption of all the Series A Bonds to be
redeemed as provided in this Section 8, together with interest to such redemption date, shall be
held by the Treasurer and Tax Collector of the County (the "Treasurer") so as to be available
therefor on such redemption date, and if notice of redemption thereof shall have been given as
aforesaid, then from and after such redemption date, interest with respect to the Series A
Bonds to be redeemed shall cease to accrue and become payable. All money held by or on
behalf of the Treasurer for the redemption of Series A Bonds shall be held in trust for the
account of the registered owners of the Series A Bonds so to be redeemed.
All Series A Bonds paid at maturity or redeemed prior to maturity pursuant to the
provisions of this Section 8 shall be canceled upon surrender thereof and be delivered to or
upon the order of the County and the District. All or any portion of a Series A Bond purchased
by the County or the District shall be canceled by the Paying Agent.
Series A Bonds (or portions thereof), which have been duly called for redemption prior
to maturity under the provisions of this Resolution, or with respect to which irrevocable
instructions to call for redemption prior to maturity at the earliest redemption date have been
given to the Paying Agent, in form satisfactory to it, and sufficient moneys shall be held by the
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Treasurer irrevocably in trust for the payment of the redemption price of such Bonds or portions
thereof, all as provided in this Resolution, then such Series A Bonds shall no longer be deemed
outstanding and shall be surrendered to the Paying Agent for cancellation.
Section 9. Execution of Bonds. The Series A Bonds shall be signed by the manual or
facsimile signatures of the Chair of the Board of Supervisors, the Clerk of the Board and the
Treasurer-Tax , and the seal of the County shall be reproduced thereon. No Series A Bond shall
be valid or obligatory for any purpose or shall be entitled to any security or benefit under this
Resolution unless and until the certificate of authentication printed on the Series A Bond is
signed by the Paying Agent as authenticating agent, that the Series A Bond as authenticated has
been duly issued, signed and delivered under this Resolution and is entitled to the security and
benefit of this Resolution.
Section 10. Appointment of Paying Agent. The Board hereby appoints Bank of America
National Trust and Savings Association, Los Angeles, California, to act as the authenticating
agent,bond registrar, transfer agent and paying agent (collectively, the "Paying Agent") for the
Series A Bonds. All fees and expenses incurred for services of the Paying Agent shall be the sole
responsibility of the District.
(a) The Paying Agent may at any time resign and be discharged of the duties and
obligations created by this Resolution by giving at least 60 days' written notice to the District
and the Treasurer-Tax Collector. The Paying Agent may be removed at any time by an
instrument filed with such Paying Agent and the Treasurer-Tax Collector and signed by the
District. A successor Paying Agent shall be appointed by the District with the written consent
of the Treasurer-Tax Collector, which consent shall not be unreasonably withheld, and shall be
a bank or trust company organized under the laws of the state or any state of the United
States, a national banking association or any other financial institution, having capital stock
and surplus aggregating at least $50,000,000, and willing and able to accept the office on
reasonable and customary terms and authorized by law to perform all the duties imposed upon
it by this Resolution. Such Paying Agent shall signify the acceptance of its duties and
obligations hereunder by executing and delivering to the District and the Treasurer-Tax
Collector, a written acceptance thereof. Resignation or removal of the Paying Agent shall be
effective upon appointment and acceptance of a successor Paying Agent.
(b) In the event of the resignation or removal of the Paying Agent, such Paying Agent
shall pay over, assign and deliver any moneys held by it as Paying Agent to its successor, or, if
there is no successor, to the Treasurer-Tax Collector. In the event that for any reason there shall
be a vacancy in the office of the Paying Agent, the Treasurer-Tax Collector shall act as the
Paying .Agent. The County shall promptly cause to be published at District expense in an
Authorized Newspaper the name and principal corporate trust office address of the Paying
Agent appointed to replace any resigned or removed Paying Agent.
Section 11. Payment of Principal and Interest. The principal of and interest on the Series
A Bonds shall be payable in lawful money of the United States of America without deduction
for the services of the Paying Agent. Principal shall be payable when due upon presentation and
surrender of the Series A Bonds at the principal corporate trust office of the Paying Agent.
Interest on a Series A Bond shall be paid on each Interest Payment Date by check or draft
mailed by first class mail to the person in whose name the Series A Bond was registered, and to
that person's address appearing on the Bond Register (as defined in Section 12 below) at the
close of business on the 15th day of the calendar month next preceding such Interest Payment
Date (a "Record Date").
Section 12. Bond Registration and Transfer: If the book entry system is no longer in effect
as provided in Section 14, the District shall cause the Paying Agent to maintain and keep at its
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principal corporate trust office all books and records necessary for the registration, exchange
and transfer of the Series A Bonds as provided in this Section (the "Bond Register"). While such
book entry system is in effect, such books need not be kept, as the Bonds will be represented by
one Bond for each maturity registered in the name of Cede &Co.,as nominee for DTC.
Subject to the provisions of Section 11 above, the person in whose name a Series A Bond
is registered on the Bond Register shall be regarded as the absolute owner of that Series A Bond
for all purposes of this Resolution. Payment of or on account of the principal of and interest on
any Series A Bond shall be made only to or upon the order of that person; neither the District,
the County nor the Paying Agent shall be affected by any notice to the contrary, but the
registration may be changed as provided in this Section. All such payments shall be valid and
effectual to satisfy and discharge the District's liability upon the Series A Bonds, including
interest, to the extent of the amount or amounts so paid.
Any Series A Bond may be exchanged for Series A Bonds of a like maturity in any
authorized denomination, upon presentation and surrender at the office of the Paying Agent
designated for such purpose, together with a request for exchange signed by the registered
owner or by a person legally empowered to do so in a form satisfactory to the Paying Agent.
Any Bond may, in accordance with its terms, but only if the District determines to no longer
maintain the book entry only status of the Bonds, DTC determines to discontinue providing
such services and no successor securities depository is named or DTC requests the District to
deliver Bond certificates to particular DTC Participants, be transferred, upon the books
required to be kept pursuant to the provisions of this Section 12,by the person in whose name it
is registered, in person or by his duly authorized attorney, upon surrender of such Bond for
cancellation at the office of the Paying Agent, accompanied by delivery of a written instrument
of transfer in a form approved by the Paying Agent,duly executed.
Neither the District, the County nor the Paying Agent will be required: (a) to issue or
transfer any Series A Bonds during a period beginning with the opening of business on the 15th
calendar day next preceding either any Interest Payment Date or any date of selection of Series
A Bonds to be redeemed and ending with the close of business on the Interest Payment Date or
day on which the applicable notice of redemption is given,or (b) to transfer any Series A Bonds
which have been selected or called for redemption in whole or in part.
Section 13. Form of Bond. The Series A Bonds shall be in substantially the form set forth
in Exhibit D attached hereto and incorporated herein, allowing those officials executing the
Series A Bonds to make the insertions and deletions necessary to conform the Series A Bonds to
this Resolution and the winning bid for the Bonds.
Section 14. Book-Entry System. Except as provided below, the owner of all of the Series
A Bonds shall be The Depository Trust Company, New York, New York ("DTC"), and the
Series A Bonds shall be registered in the name of Cede &Co.,as nominee for DTC. The Series A
Bonds shall be initially executed and delivered in the form of a single fully registered Series A
Bond for each maturity date of the Series A Bonds in the full aggregate principal amount of the
Series A Bonds maturing on such date. The County, the Paying Agent and the District may treat
DTC (or its nominee) as the sole and exclusive owner of the Series A Bonds registered in its
name for all purposes of this Resolution, and neither the County, the Paying Agent nor the
District shall be affected by any notice to the contrary. The County, the Paying Agent and the
District shall not have any responsibility or obligation to any participant of DTC (a
"Participant"), any person claiming a beneficial ownership interest in the Series A Bonds under
or through DTC or a Participant, or any other person which is not shown on the register of the
District as being an owner, with respect to the accuracy of any records maintained by DTC or
any Participant or the payment by DTC or any Participant by DTC or any Participant of any
amount in respect of the principal or interest with respect to the Series A Bonds. The County
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and the District shall cause to be paid all principal and interest with respect to the Series A
Bonds only to DTC, and all such payments shall be valid and effective to fully satisfy and
discharge the District's obligations with respect to the principal and interest with respect to the
Series A Bonds to the extent of the sum or sums so paid. Except under the conditions noted
below, no person other than DTC shall receive a Series A Bond. Upon delivery by DTC to the
District of written notice to the effect that DTC has determined to substitute a new nominee in
place of Cede & Co., the term "Cede & Co." in this Resolution shall refer to such new nominee
of DTC.
If the District determines that it is in the best interest of the beneficial owners that they
be able to obtain Series A Bonds and delivers a written certificate to DTC and the County to
that effect, DTC shall notify the Participants of the availability through DTC of Series A Bonds.
In such event, the County shall issue, transfer and exchange Series A Bonds as requested by
DTC and any other owners in appropriate amounts. DTC may determine to discontinue
providing its services with respect to the Series A Bonds at any time by giving notice to the
District and the County and discharging its responsibilities with respect thereto under
applicable law. Under such circumstances (if there is no successor securities depository), the
County shall be obligated to deliver Series A Bonds as described in this Resolution. Whenever
DTC requests the District and the County to do so, the District and the County will cooperate
with DTC in taking appropriate action after reasonable notice to (a)make available one or more
separate Series A Bonds evidencing the Series A Bonds to any DTC Participant having Series A
Bonds credited to its DTC account or (b) arrange for another securities depository to maintain
custody of certificates evidencing the Series A Bonds.
Notwithstanding any other provision of this Resolution to the contrary, so long as any
Series A Bond is registered in the name of Cede & Co., as nominee of DTC, all payments with
respect to the principal and interest with respect to such Series A Bond and all notices with
respect to such Series A Bond shall be made and given, respectively, to DTC as provided as in
the representation letter delivered on the date of issuance of the Series A Bonds.
Section 15. Delivery of Series A Bonds; Disposition of Proceeds of the Series A Bonds.
The proper officials of the County shall cause the Series A Bonds to be prepared and, following
their sale,shall have the Series A Bonds signed and delivered, together with a true transcript of
proceedings with reference to the issuance of the Series A Bonds, to the original purchaser upon
payment of the purchase price in funds which are immediately available to the County.
The proceeds from the sale of the Series A Bonds, to the extent of the principal amount
thereof,shall be paid to the County to the credit of the fund hereby created and established and
to be known as the "Series A 1995 Walnut Creek School District Building Fund" (the 'Building
Fund"), which shall be accounted for separate and distinct from all other District and County
funds, and those proceeds shall be used solely for the purpose for which the Series A Bonds are
being issued and provided further that such proceeds shall be applied solely to authorized
purposes which relate to the acquisition or improvement of real property. The interest earned on
the moneys deposited to the Building Fund shall be retained in the Building Fund and used for
the purposes thereof. The accrued interest and any premium received by the County from the
sale of the Series A Bonds shall be accounted for separate and apart in the fund hereby created
and established and to be designated as the "Series A 1995 Walnut Creek School District
General Obligation Bond Interest and Sinking Fund" (the."Debt Service Fund") for the Series A
Bonds and used only for payment of principal and interest on the Series A Bonds. Any excess
proceeds of the Series A Bonds not needed for the authorized purposes set forth herein for
which the Series A Bonds are being issued shall be transferred to the Debt Service Fund and
applied to the payment of principal and interest on the Series A Bonds at the direction of the
District. If, after payment in full of the Series A Bonds, there remain excess proceeds, any such
excess amounts shall be transferred to the general fund of the District. Notwithstanding the
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foregoing provisions of this Section 15, any excess proceeds of the Series A Bonds not needed
for the authorized purposes set forth herein for which the Series A Bonds are being issued shall
be applied solely in a manner which is consistent with the requirements of applicable state and
federal tax law, including but not limited to the requirements of federal tax law (if any) relating
to the yield at which such proceeds are permitted to be invested.
Section 16. Source of Payment. There shall be levied on all the taxable property in the
District, in addition to all other taxes, a continuing direct and ad valorem tax annually during
the period the Series A Bonds are outstanding in an amount sufficient to pay the principal of
and interest on the Series A Bonds when due, which moneys when collected will be placed in
the Debt Service Fund of the District, which fund is irrevocably pledged for the payment of the
principal of and interest on the Series A Bonds when and as the same fall due. The moneys in
the Debt Service Fund, to the extent necessary to pay the principal of and interest on the Bonds
as the same become due and payable, shall be transferred by the County to the Paying Agent,
as paying agent for the Bonds, as necessary to pay the principal of and interest on the Bonds.
Section 17. Necessary Acts and Conditions. This Board determines that all acts and
conditions necessary to be performed by the Board precedent to and in the issuing of the Series
A Bonds in order to make them legal, valid and binding general obligations of the District have
been performed and have been met, or will at the time of delivery of the Series A Bonds have
been performed and have been met, in regular and due form as required by law; that the full
faith, credit and revenues of the District are pledged for the timely payment of the principal of
and interest on the Series A Bonds; and that no statutory or constitutional limitation of
indebtedness or taxation will have been exceeded in the issuance of the Series A Bonds.
Section 18. Approval of Actions. Officers of the Board and County officials and staff
are hereby authorized and directed, jointly and severally, to do any and all things and to
execute and deliver any and all documents which they may deem necessary or advisable in
order to proceed with the issuance of the Series A Bonds and otherwise carry out, give effect to
and comply with the terms and intent of this Resolution. Such actions heretofore taken by such
officers, officials and staff are hereby ratified, confirmed and approved.
Section 19. Certified Copy to Auditor-Controller. The Clerk of the Board is hereby
directed to provide a certified copy of this Resolution to the Auditor-Controller of Contra
Costa County.
Section 20. Effective Date. This Resolution shall take effect immediately upon its
passage.
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I hereby certify that the foregoing resolution was duly
adopted at a meeting of the Board of Supervisors of Contra Costa
County held on the 18th day of July 1995, by the following
vote :
AYES : Supervisors Rogers, Smith, DeSaulnier, Torlakson,
Bishop.
NOES : None
ABSENT: None
By
Chairpe son of thW Board of
Supervisors
ATTEST: Phil Batchelor, Clerk of the
Board of Supervisors and County
Administrator
By. -9.
Detputy Cle
EXI IIBIT A
FORM OF NOTICE OF SALE
OFFICIAL NOTICE OF SALE
$4,500,000
WALNUT CREEK SCHOOL DISTRICT
(Contra Costa County,California)
GENERAL OBLIGATION BONDS
ELECTION 1995,SERIES A
NOTICE IS HEREBY GIVEN that proposals for the purchase of $4,500,000 aggregate principal
amount of Walnut Creek School District (Contra Costa County, California) General Obligation Bonds
Election 1995, Series A (the "Bonds"), will be received by the Treasurer-Tax Collector of Contra Costa
County at the place and up to the time below specified:
TIME: Wednesday,August 2, 1995 at 10:00 A.M. (Pacific Time).
PLACE: Office of Jones Hall Hill&White, A Professional Law Corporation, Four Embarcadero
Center, 19th Floor,San Francisco,California.
SUBMISSION OF BIDS: Bids may be delivered (for receipt not later than the time set forth
above) to Jones Hall Hill & White, A Professional Law Corporation, Four Embarcadero Center, 19th
Floor, San Francisco, California, Attention: Walnut Creek School District GO Bond Bid Opening. All
bids must be accompanied by a good faith deposit as more fully described below under the caption
"BID CHECK".No fax bids will be accepted.
ISSUE; BOOK ENTRY: $4,500,000 consisting of fully registered Bonds, without coupons. The
Bonds will be dated September 1, 1995, and will be issued in minimum denominations of $5,000. The
Bonds will be issued in a book entry only system with no physical distribution of the Bonds made to the
public. The Depository Trust Company, New York, New York ("DTC"), will act as depository for the
Bonds which will be immobilized in its custody. The Bonds will be registered in the name of Cede &
Co., as nominee for DTC, on behalf of the participants in the DTC system and the subsequent beneficial
owners of the Bonds.
MATURITIES: The Bonds will mature,or be subject to mandatory sinking fund redemption, on
September 1 in each of the years and in the amounts, as set forth in the following table. Each bidder is
required to specify in its bid whether,for any particular year, the Bonds will mature or, alternately, be subject to
mandatory sinking fund redemption in such year:
Exhibit A
Page 1
Maturity Principal Maturity Principal
aptember 11 Amount (September Amount
1996 $400,000 2008 $150,000
1997 440,000 2009 160,000
1998 100,000 2010 170,000
1999 100,000 2011 180,000
2000 105,000 2012 185,000
2001 110,000 2013 200,000
2002 115,000 2014 210,000
2003 120,000 2015 220,000
2004 125,000 2016 230,000
2005 130,000 2017 245,000
2006 135,000 2018 260,000
2007 140,000 2019 270,000
INTEREST: The Bonds shall bear interest,calculated on a 30/360 day basis, at a rate or rates to
be fixed upon the sale thereof but not to exceed 12% per annum, payable semiannually on each
September 1 and March 1, commencing March 1, 1996.
PAYMENT: Principal of the Bonds will be payable upon surrender at Bank of America National
Trust and Savings Association (the "Paying.Agent"). Interest on the Bonds will be payable by check or
draft mailed by first class mail to the owner at the address listed on the registration books maintained
by the Paying Agent for such purpose.
REGISTRATION: The Bonds will be issued as fully registered Bonds as to both principal and
interest. The Bonds will be issued in the book-entry system of The Depository Trust Company of New
York("DTC"),and the ownership of the Bonds will be registered to the nominee of DTC.
OPTIONAL REDEMPTION: The Bonds maturing on or before September 1, 2003, are not
subject to redemption prior to their respective stated maturities. The Bonds maturing on or after
September 1, 2004, are subject to redemption prior to maturity, at the option of the District, in whole or
in part among maturities on a pro rata basis and by lot within a maturity, from any available source of
funds, on September 1, 2003, and on any Interest Payment Date thereafter, at a redemption price equal
to the principal amount thereof together with accrued interest thereon to the date fixed for redemption,
plus a premium (expressed as a percentage of the principal amount of Bonds to be redeemed) as set
forth in the following table:
Redemption Dates Redemption Premium
September 1, 2003 through August 31, 2004 1%
September 1, 2005 and thereafter 0
SINKING FUND REDEMPTION: Any bidder may, at its option, specify that one or more
maturities of the Bonds will consist of term Bonds which are subject to mandatory sinking fund
redemption in consecutive years immediately preceding the maturity thereof, as designated in the bid
of such bidder. In the event that the bid of the successful bidder specifies that any maturity of Bonds
will be term Bonds, such term Bonds will be subject to mandatory sinking fund redemption on
September 1 in each year so designated in the bid, in the respective amounts for such years as set forth
above under the heading "MATURITIES", at a redemption price equal to the.principal amount thereof
to be redeemed together with accrued interest thereon to the redemption date,without premium.
SECURITY: The Bonds are general obligations of the Walnut Creek School District.The Board of
Supervisors of Contra Costa County has the power and is obligated to levy ad valorem taxes for the
payment of the Bonds and the interest thereon without limitation as to rate or amount upon all property
within the District subject to taxation(except for certain classes of personal property.)
MUNICIPAL BOND INSURANCE;BIDDER'S OPTION:The District has applied to certain bond
insurance companies for a commitment to issue a policy insuring the payment when due of principal of
and interest on the Bonds. In the event such a commitment is obtained prior to the sale date, the District
Exhibit A
Page 2
will cause notice thereof to be published through the Munifax News Service. Information concerning the
availability of municipal bond insurance may be also obtained by contacting the financial advisor to the
District, Kelling, Northcross &Nobriga, Inc., 1333 Broadway, Suite 1000, Oakland, CA 94612, telephone
(510) 839-8200. In the event the District obtains a commitment for municipal bond insurance, each
bidder shall have the option to elect whether such insurance will be issued. In the event that the
winning bidder elects to obtain any policy of municipal bond insurance, the premium for such
insurance and the costs of any'related ratings will be paid by the bidder, and neither the County nor
the District will have any responsibility for payment of such premium and costs.
TERMS OF SALE
INTEREST RATE: No rate of interest may be bid which exceeds 12%per annum. Each rate bid
must be a multiple of one-twentieth,of one percent (1/209/6) or one-eighth of one percent (1/8%) or any
combination thereof. No Bond shall bear more than one interest rate, and all Bonds of the same maturity
shall bear the same rate. Each Bond must bear interest at the rate specified in the bid from its date to its
fixed maturity date. The rate on any maturity or group of maturities shall not be more than 3% higher
than the interest rate on any other maturity or group of maturities. The rate of interest bid on any
maturity of Bonds must be equal to or greater than the rate of interest bid on the preceding maturity of
Bonds.
AWARD; FORM OF BID: All bids must be for not less than all of the Bonds hereby offered for
sale. Each bid shall state that the bidder offers par and accrued interest to the date of delivery, the
premium, if any, and the rate or rates not to exceed those specified herein, at which the bidder offers to
buy said Bonds. The purchase price of the Bonds must be paid in funds which are immediately
available to the County. Each bidder shall state in his bid the total true interest cost in dollars, which
shall be considered informative only and not a part of the bid. Each bid, together with the bid check
described below, must be in a'sealed envelope, clearly marked "Proposal for Walnut Creek School
District GO Bonds."
BEST BIDDER: The Bonds will be awarded. to the best responsible bidder or bidders
considering the interest rate or rates specified and the premium offered, if any. The best bid will be
determined by deducting the amount of the premium bid (if any) from the total amount of interest
which the District would be required to pay from the date of said Bonds to the respective maturity dates
thereof at the rate or rates specified in the bid and the award will be made on the basis of the lowest
true interest cost to the District.'The determination of the best bid by the Treasurer-Tax Collector shall
be binding and conclusive on all bidders. The purchaser must pay accrued interest from the date of the
Bonds to the date of delivery computed on a thirty (30) day month,360-day year basis.
RIGHT OF CANCELLATION OF SALE BY DISTRICT:The District reserves the right,in its sole
discretion,at any time to cancel the public sale of the Bonds. In such event,the District shall cause notice
of cancellation of this invitation-for bids and the public sale of the Bonds to be communicated through
Munifacts News Service as promptly as practicable. However, no failure to publish such notice or any
defect or omission therein shall affect the cancellation of the public sale of the Bonds.
RIGHT TO MODIFY OR AMEND: The District reserves the right, in its sole discretion, to
modify or amend this Official Notice of Sale including,but not limited to, the right to adjust and change
the principal amount and principal amortization schedule of the Bonds being offered, however, such
modifications or amendments shall be made not later than 10:00 A.M., California time, on the business
day prior to the bid opening and communicated through Munifacts News Service.
RIGHT OF POSTPONEMENT BY DISTRICT: The District reserves the right, in its sole
discretion, to postpone, from time to time, the date established for the receipt of bids. Any such
postponement will be communicated through Munifacts News Service not later than 10:00 A.M.,
California time, on the business day prior to any announced date for receipt of bids. If any date is
postponed, any alternative sale date will be announced via Munifacts News Service at lease 24 hours
prior to such alternative sale date. On any such alternative sale date, any bidder may submit a sealed
bid for the purchase of the Bonds in conformity in all respects with the provisions of this Official Notice
Exhibit A
Page 3
of Sale, except for the date of sale and except for the changes announced by Munifacts News Service at
the time the sale date and time are announced.
RIGHT OF REJECTION: The District reserves the right, in its sole discretion, to reject any and
all bids and to waive any irregularity or informality in any bid.
PROMPT AWARD: Pursuant to authority granted by the Board of Supervisors, the Treasurer-
Tax Collector will take action awarding the Bonds or rejecting all bids not later than twenty-four (24)
hours after the expiration of the time herein prescribed for the receipt of proposals; provided, that the
award may be made after the expiration of the specified time if the bidder shall not have given to said
Board notice in writing of the withdrawal of such proposal.
PLACE OF DELIVERY,CANCELLATION FOR LATE DELIVERY: It is expected that said Bonds
will be delivered to DTC for the account of the successful bidder within twenty (20) days from the date
of sale thereof.The successful bidder shall have the right, at his option, to cancel Contract of purchase if
the Bonds are not tendered for delivery within sixty (60) days from the date of the sale thereof, and in
such event the successful bidder shall be entitled to the return of the deposit accompanying his bid.
BID CHECK: A Good Faith Deposit ("Deposit") in the form of a certified or cashier's check or a
Financial Surety Bond in the amount of $45,000 payable to the order of the Contra Costa County
Treasurer-Tax Collector, is required for each bid to be considered. If a check is used, it must be drawn
on a California bank and must accompany the bid. If a Financial Surety Bond is used, it must be from
an insurance company licensed to issue such a bond in the State of California, and such bond must be
submitted to the County prior to the opening of the bids. The Financial Surety Bond must identify each
bidder whose Deposit is guaranteed by such Financial Surety Bond. If the Bonds are awarded to a
bidder utilizing a Financial Surety Bond, then such bidder must submit its Deposit to the County in the
form of a cashier's check (or wire transfer such amount as instructed by the County or such financial
advisor) not later than 12:30 P.M. California time on the next business day following the award. If such
Deposit is not received by that time, the Financial Surety Bond may be drawn by the County to satisfy
the Deposit requirement. The amount of the Deposit will be applied as a credit towards the payment of
the purchase price by the successful bidder. If after the award of the Bonds, the successful bidder fails to
complete its purchase on the terms stated in its proposal, the full amount of the good faith deposit will
be retained by the County.
CHANGE IN TAX EXEMPT STATUS: At any time before the Bonds are tendered for delivery,
the successful bidder may disaffirm and withdraw his proposal if the interest received by private
holders from Bonds of the same type and character shall be declared to be taxable income under present
federal income tax laws, either by a ruling of the Internal Revenue Service or by a decision of any
federal court, or shall be declared taxable, or be required to be taken into account in computing federal
income taxes (except alternative minimum taxes and environmental taxes payable by corporations) by
any federal income tax law enacted subsequent to the date of this notice.
QUALIFICATION FOR INSURANCE: If the Bonds qualify for issuance of any policy of
municipal bond insurance or commitment therefor at the option of the bidder, any purchase of such
insurance or commitment therefor shall be at the sole option and expense of the bidder and any
increased costs, including rating agency fees, shall be paid by such bidder. Any failure of the Bonds to
be so insured or of any such policy of insurance to be issued shall not in any way relieve the purchaser
of his contractual obligations arising from the acceptance of his proposal to purchase the Bonds.
CLOSING PAPERS; BOND PRINTING: Each proposal will be understood to be conditioned
upon the District furnishing to the purchaser, without charge, concurrently with payment for and
delivery of the Bonds, the following closing papers, each dated the date of delivery:
(a) The opinion of Jones Hall Hill & White, A Professional Law Corporation, San Francisco,
California, Bond Counsel, approving the validity of the Bonds and stating that, under existing law,
interest on the Bonds is excluded from gross income for federal income tax purposes and is not an item
of preference for purposes of the federal alternative minimum tax imposed on individuals and
corporations; however, noting that with respect to corporations, such interest is taken into account in
Exhibit A
Page 4
determining certain income and earnings for the purpose of computing the alternative minimum tax
imposed on such corporations, and that such interest is also exempt from personal income taxes of the
State of California under present state income tax laws. Other federal tax consequences to holders of the
Bonds, if any, are not addressed in the opinion. A copy of the opinion of Bond Counsel, certified by
facsimile signature of an official of the County,will be printed on the back of each Bond. No charge will
be made to the purchaser for such printing or certification.
(b) A certificate of the District certifying that on the basis of the facts, estimates and
circumstances in existence on the date of issue, it is not expected that the proceeds of the Bonds will be
used in a manner that would cause the Bonds to be arbitrage bonds;
(c) A certificate of the County, signed by officers and representatives of the County, certifying
that the officers and representatives have signed the Bonds whether by facsimile or manual signature,
and that they were respectively duly authorized to execute the same;
(d) The receipt of the Treasurer-Tax Collector evidencing the receipt of the purchase price of the
Bonds, including interest accrued to the date of delivery thereof;
(e) A certificate of the District, certifying that there is no known litigation threatened or pending
affecting the validity of the Bonds;and
(f)A certificate of the District,signed by an officer of the District,acting in his official capacity,to
the effect that at the time of the sale of the Bonds, and at all times subsequent thereto up to and
including the time of the delivery of the Bonds, the Official Statement relating to the Bonds did not
contain any untrue statement of a material fact or omit to state a material fact necessary to make the
statements therein, in light of the circumstances under which they were made,not misleading.
CUSIP NUMBERS: It is anticipated that CUSIP numbers will be printed on the Bonds, but
neither the failure to print such numbers on any Bond nor error with respect thereto shall constitute
cause for a failure or refusal by the purchaser thereof to accept delivery of and pay for the Bonds in
accordance with the terms of the purchase contract. All expenses of printing CUSIP numbers on the
Bonds and the CUSIP Service Bureau charge for the assignment of said numbers shall be paid by the
successful bidder.
CERTIFICATION OF REOFFERING PRICE: The successful bidder shall be required, as a
condition to the issuance of the Bonds, to deliver to the District a certificate, in form and substance
satisfactory to Bond Counsel, stating (i) that, as of the date of award, the Bonds were expected to be
reoffered in a bona fide public offering, (ii) the initial offering price at which a substantial amount (at
least 10%) of each maturity of the Bonds were sold to the public, and (iii) that no Bonds of a single
maturity were offered at one price to the general public and at a discount from that price to institutional
or other investors.
CALIFORNIA DEBT ADVISORY COMMISSION: The successful bidder will be required,
pursuant to State law, to pay any fees to the California Debt Advisory Commission when due.
DTC FEES: All fees due DTC with respect to these Bonds shall be paid by the successful bidder
or bidders.
OFFICIAL STATEMENT: The District has caused to be prepared a Preliminary Official
Statement describing the Bonds in a form deemed final by the District within the meaning of Rule 15c2-
12 of the Securities and Exchange Commission under the Securities Exchange Act of 1934, as amended,
except for certain information which is permitted under said Rule 15c2-12 to be omitted from the
Preliminary Official Statement. A copy of the Preliminary Official Statement will be furnished upon
request to Kelling, Northcross & Nobriga, Inc., 1333 Broadway, Suite 1000, Oakland, CA 94612,
telephone (510) 839-8200. The District will furnish to the successful bidder within seven business days
following the date of award, at no charge, not in excess of one hundred (100) copies of the Official
Statement for use in connection with any resale of the Bonds.
Exhibit A
Page 5
, Y
DISCLOSURE CERTIFICATE:The District will deliver to the purchaser of the Bonds a certificate
of an official of the District, dated the date of Bond delivery, stating that as of the date thereof, to the
best of the knowledge and belief of said official, the Official Statement does not contain an untrue
statement of a material fact or omit to state any material fact necessary in order to make the statements
made therein, in the light of the circumstances under which they were made, not misleading, and
further certifying that the signatory knows of no material adverse change in the condition of the District
which would make it unreasonable for the purchaser of the Bonds to rely upon the Official Statement in
connection with the resale of the Bonds.
CONTINUING DISCLOSURE: In order to assist bidders in complying with S.E.C. Rule 15c2-
12(b)(5), the District will undertake,pursuant to the Indenture and a Continuing Disclosure Agreement,
to provide annual reports and notices of certain events. A description of this undertaking is set forth in
the preliminary Official Statement and will also be set forth in the final Official Statement.
Dated: July 21, 1995
Exhibit A
Page 6
t
EXHIBIT B
FORM OF BID FORM
BID FOR THE PURCHASE OF
$4,500,000
WALNUT CREEK SCHOOL DISTRICT
(Contra Costa County,California)
GENERAL OBLIGATION BONDS
ELECTION 1995,SERIES A
Honorable Board of Supervisors are made a part hereof as fully as though set forth in full
of Contra Costa County in this proposal.
c/o Jones Hall Hill&White
Four Embarcadero Center,19th Floor This proposal is subject to acceptance by the
San Francisco, California Treasurer and Tax Collector of the County, within
twenty-four (24) hours after expiration of the time for
Gentlemen: the recei t of proposals, as specified in said Official
Notice ofpSale.
We offer to purchase WALNUT CREEK SCHOOL
DISTRICT (CONTRA COSTA COUNTY, There is enclosed herewith either a certified or
CALIFORNIA) GENERAL OBLIGATION BONDS cashier's check for$45,000 payable to the order of the
ELECTION 1995, SERIES A in the amount of Treasurer and Tax Collector of the County of Los
$4,500,000, in the denominations of $5,000 or any Angeles,or a Financial Surety Bond in such amount as
integral multiple thereof, and maturing and bearing is required under said Official Notice of Sale.
interest as follows: We hereby request that printed copies
Maturity Principal Serial Sinking Fund Interest of the Official Statement (not to exceed 100 copies)
A u 1 Amount M ri Redemption Rate with the termng to s ofBsaid OfficialNotice of Sale.onds be fun-Lished to us in accordance
check one
1996 $400,000 _____% The following is our computation made as
1997 440,000 ------ provided in the Official Notice of Sale, but not
1998 100,000 constituting any part of the foregoing,of the true interest
1999 100,000 ------ cost under the foregoing proposal:
2000 105,000 ------ Gross Interest Cost $
2001 110,000 ----- Less Premium $
2002 115,000 ------ True Interest Cost $
2003 120,000 ------
2004 125,000 AuthorizedSignature(s):
2005 130,000
2006 135,000 __----
2007 140,000 Name of Firm
2008 150,000 By.
2009 160,000 Telephone Number
2010 170,000 Fax Number.
2011 180,000 —_—_ Address:
2012 185,000
2013 200,000
2014 210,000
2015 220,000 Name, telephone number and address of Bidder's
2016 230,000 representative to be contacted regarding closing
2017 245,000 procedures:
2018 260,000 Name,
2019 270,000 ---- Telephone Number
We will pay therefor the principal amount thereof, Fax Number
plus a premium of$ , plus interest Address:
accrued on the Bonds from August 1,1995,to the date of
delivery. The purchase price will be paid in funds
which are immediately available to the County.
Dated: August 2,1995
This proposal is made subject to all the terms and
conditions of the Official Notice of Sale for said Bonds
dated July 21, 1995, all of which terms and conditions
Exhibit B
i
EXHIBIT C
FORM OF NOTICE OF INTENTION TO SELL BONDS
NOTICE OF INTENTION TO SELL BONDS
$4,500,000
WALNUT CREEK SCHOOL DISTRICT
(Contra Costa County,California)
GENERAL OBLIGATION BONDS
ELECTION 1995,SERIES A
NOTICE IS HEREBY GIVEN, pursuant to section 53692 of the California Government Code, that
the Board of Supervisors of Contra Costa County, California, invites bids for the purchase of$4,500,000
aggregate principal amount of Walnut Creek School District (Contra Costa County, California) General
Obligation Bonds Election 1995,Series A (the 'Bonds"). Bids will be received on
WEDNESDAY,AUGUST 2,1995
at 10:00 A.M., at the office of Jones Hall Hill & White, A Professional Law Corporation, Four
Embarcadero Center, 19th Floor, San Francisco, California, and the sale will be awarded by the
Treasurer-Tax Collector of Contra Costa County within 26 hours after the expiration of the time
prescribed for the receipt of bids.The sale of the Bonds will be conducted upon the terms and conditions
set forth in the Official Notice of Sale for the Bonds. Such Official Notice of Sale and the Preliminary
Official Statement describing ,the Notes will be distributed to prospective bidders by the financial
advisor to the District, Kelling, Northcross & Nobriga, Inc., 1333 Broadway, Suite 1000, Oakland, CA
94612,telephone (510) 839-8200. Bids will be entertained only from bidders to whom such Official Notice
of Sale and Preliminary Official Statement have been distributed.
Dated: July 17, 1995
Exhibit C
EXI IIBIT D
FORM OF SERIES A BONDS
WALNUT CREEK SCHOOL DISTRICT
(Contra Costa County, California)
GENERAL OBLIGATION BONDS
ELECTION 1995, SERIES A
INTEREST RATE: MATURITY DATE: DATED AS OF: CUSIP
per annum September 1, August 1, 1995
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The Walnut Creek School District (the "District") in Contra Costa County, California
(the "County"), for value received, promises to pay to the Registered Owner named above, or
registered assigns, the Principal Amount on the Maturity Date, each as stated above, and
interest thereon, calculated on a 30/360 day basis, until the Principal Amount is paid or
provided for at the Interest Rate stated above, such interest to be paid on March 1 and
September 1 of each year (the "Interest Payment Dates"), commencing March 1, 1996. This
Bond will bear interest from the Interest Payment Date next preceding the date of
authentication hereof, unless (a) it is authenticated as of a business day following the 15th day
of the month immediately preceding any Interest Payment Date and on or before such Interest
Payment Date, in which event it shall bear interest from such Interest Payment Date, or (b) it is
authenticated on or before February 15, 1996, in which event it shall bear interest from August
1, 1995. Principal, interest and redemption premium (if any) are payable in lawful money of the
United States of America, without deduction for the paying agent services, to the person in
whose name this Bond is registered (the "Registered Owner") on the Register maintained by
Bank of America National Trust and Savings Association, Los Angeles, California (the "Paying
Agent"). Principal and any redemption premium is payable upon presentation and surrender of
this Bond at the principal corporate trust office of the Paying Agent. Interest is payable by
check or draft mailed by the Paying Agent on each Interest Payment Date to the registered
owner of this Bond by first-class mail at the address appearing on the Register at the close of
business on the 15th day of the calendar month next preceding that Interest Payment Date (the
"Record Date").
This Bond is one of a series of $4,500,000 of Bonds issued to finance the repair,
renovation and upgrading of neighborhood elementary and intermediate schools, and district
facilities, including safety upgrades, repair leaky roofs, upgrades to inadequate electrical,
heating and plumbing systems, site improvements, construction of additional facilities, and the
renovation of classrooms and libraries to prepare for technology, and to pay all necessary legal,
financial, engineering and contingent costs in connection therewith under authority of and
pursuant to the laws of the State of California, and the requisite two-thirds vote of the electors
of the District cast at a special election held on June 6, 1995, upon the question of issuing Bonds
Exhibit D
Page 1
in the amount of $21,000,000, and pursuant to the resolution of the Board of Trustees of the
District adopted on June 26, 1995 (the "District Resolution") and the resolution of the County
Board of Supervisors adopted on July 18, 1995 (the "Bond Resolution"). This Bond and the
issue of which this Bond is a part are payable as to both principal and interest from the
proceeds of the levy of ad valorem taxes on all property subject to such taxes in the District,
which taxes are unlimited as to rate or amount.
The Bonds of this issue are issuable only as fully registered Bonds in the denominations
of$5,000 or any integral multiple thereof. This Bond is exchangeable and transferable for Bonds
of other authorized denominations at the principal corporate trust office of the Paying Agent,
by the Registered Owner or by a person legally empowered to do so, upon presentation and
surrender hereof to the Paying Agent, together with a request for exchange or an assignment
signed by the Registered Owner or by a person legally empowered to do so, in a form
satisfactory to the Paying Agent, all subject to the terms, limitations and conditions provided in
the Bond Resolution. Any tax or governmental charges shall be paid by the transferor. The
District, the County and the Paying Agent may deem and treat the Registered Owner as the
absolute owner of this Bond for the purpose of receiving payment of or on account of principal
or interest and for all other purposes, and neither the District, the County nor the Paying Agent
shall be affected by any notice to the contrary.
The Bonds maturing on or before September 1, 2003 are not subject to redemption prior
to their respective stated maturities. The Bonds maturing on or after September 1, 2004 are
subject to redemption prior to maturity as a whole, or in part on a pro rata basis among
maturities and by lot within a maturity, at the option of the District, from any available source
of funds, on September 1, 2003 and on any Interest Payment Date thereafter, at a redemption
price equal to the principal amount thereof together with accrued interest thereon to the date
fixed for redemption, plus a premium (expressed as a percentage of the principal amount of
Bonds to be redeemed) as set forth in the following table:
Redemption Dates Redemption Premium
September 1, 2003 through August 31, 2004 1%
September 1, 2005 and thereafter 0
[If applicable:] The Bonds maturing on September 1, 20_ (the "Term Bonds") are also
subject to mandatory sinking fund redemption on September 1 in the years, and in the amounts,
as set forth in the following table,at a redemption price equal to one hundred percent (100%) of
the principal amount thereof to be redeemed (without premium), together with interest accrued
thereon to the date fixed for redemption; provided, however, that if some but not all of the
Term Bonds have been redeemed pursuant to the preceding paragraph, the aggregate principal
amount of Term Bonds to be redeemed under this paragraph shall be reduced on a pro rata
basis in integral multiples of $5,000, as shall be designated pursuant to written notice filed by
the District with the County and the Paying Agent.
Redemption Date Principal
(September 1) Amount
Exhibit D
Page 2
If less than all of the Bonds of any one maturity shall be called for redemption, the
particular Bonds or portions of Bonds of such maturity to be redeemed shall be selected by lot
by the District in such manner as the District in its discretion may determine; provided,
however, that the portion of any Bond to be redeemed shall be in the principal amount of
$5,000 or some multiple thereof and that, in selecting Bonds for redemption, the Paying Agent
shall treat each Bond as representing that number of Bonds which is obtained by dividing the
principal amount of such Bond by $5,000. If less than all of the Bonds shall be called for
redemption, the particular Bonds or portions thereof to be redeemed shall be called in the
inverse order of their maturities.
The Paying Agent shall give notice of the redemption of the Bonds at the expense of the
District. Such notice shall specify: (a) that the Bonds or a designated portion thereof are to be
redeemed, (b) the numbers and CUSIP numbers of the Bonds to be redeemed, (c) the date of
notice and the date of redemption, (d) the place or places where the redemption will be made,
and (e) descriptive information regarding the Bonds including the dated date, interest rate and
stated maturity date. Such notice shall further state that on the specified date there shall
become due and payable upon each Bond to be redeemed, the portion of the principal amount
of such Bond to be redeemed, together with interest accrued to said date, the redemption
premium, if any, and that from and after such date interest with respect thereto shall cease to
accrue and be payable.
Notice of redemption shall be by registered or otherwise secured mail or delivery service,
postage prepaid, to the registered owner of the Bonds, or if the original purchaser is a
syndicate, to the managing member of such syndicate, to a municipal registered securities
depository and to a national information service that disseminates securities redemption
notices and, by first class mail, postage prepaid, to the District, the County and the respective
Owners of any Bonds designated for redemption at their addresses appearing on the Bond
registration books, in every case at least 30 days, but not more than 60 days, prior to the
redemption date; provided that neither failure to receive such notice nor any defect in any
notice so mailed shall affect the sufficiency of the proceedings for the redemption of such
Bonds.
Neither the District, the County nor the Paying Agent will be required: (a) to issue or
transfer any Bond during a period beginning with the opening of business on the 15th calendar
day next preceding either any Interest Payment Date or any date of selection of any Bond to be
redeemed and ending with the close of business on the Interest Payment Date or a day on which
the applicable notice of redemption is given,or (b) to transfer any Bond which has been selected
or called for redemption in whole or in part.
Reference is made to the Bond Resolution for a more complete description of the
provisions, among others, with respect to the nature and extent of the security for the Bonds of
this series, the rights, duties and obligations of the District, the County, the Paying Agent and
the Registered Owners, and the terms and conditions upon which the Bonds are issued and
secured. The owner of this Bond assents, by acceptance hereof, to all of the provisions of the
Bond Resolution.
It is certified and recited that all acts and conditions required by the Constitution and
laws of the State of California to exist, to be performed or to have been met precedent to and in
the issuing of the Bonds in order to make them legal,valid and binding general obligations of the
District, have been performed and have been met in regular and due form as required by law;
that payment in full for the Bonds has been received; that no statutory or constitutional
limitation on indebtedness or taxation has been exceeded in issuing the Bonds; and that due
provision has been made for levying and collecting ad valorem property taxes on all of the
taxable property within the District in an amount sufficient to pay principal and interest when
Exhibit D
Page 3
due, and for levying and collecting such taxes the full faith and credit of the District are hereby
pledged.
This Bond shall be not be valid or obligatory for any purpose and shall not be entitled to
any security or benefit under the Bond Resolution (described on the reverse hereof) until the
Certificate of Authentication below has been manually signed by the Paying Agent.
IN WITNESS WHEREOF, the Walnut Creek School District, Contra Costa County,
California, has caused this Bond.to be executed on behalf of the District and in their official
capacities by the manual or facsimile signatures of the Chair of the Board of Supervisors of
Contra Costa County, the Clerk of said Board of Supervisors and the Treasurer-Tax Collector
of Contra Costa County, and has caused the seal of the County to be affixed hereon, all as of
the date stated above.
[SEAL]
CONTRA COSTA COUNTY
By
Chair of the Board of Supervisors
By
Clerk of the Board of Supervisors
By
Treasurer-Tax Collector
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the Bond Resolution referred to herein.
Date of Authentication:
BANK OF AMERICA NATIONAL TRUST
AND SAVINGS ASSOCIATION, as Paying
Agent
By
Authorized Signatory
Exhibit D
Page 4
[FORM OF ASSIGNMENT]
For value received, the undersigned do(es) hereby sell, assign and transfer unto
(Name,Address and Tax Identification or Social Security Number of Assignee)
the within Bond and do(es)hereby irrevocably constitute(s)and appoint(s)
attorney, to transfer the same on the registration books of the Trustee with full power of substitution in
the premises.
Dated:
Signature Guaranteed:
Notice: Signature(s) must be guaranteed by a qualified Notice:The signature on this assignment must correspond
guarantor institution. with the name(s) as written on the face of the within
Bond in every particular without alteration or
enlargement or any change whatsoever."
Exhibit D
Page 5
Name/Title Signature
Kenneth J. Corcoran;Auditor-Controller - .�--
Alfred P. Lomeli,Treasurer-Tax Collector '
Clarissa N.Javiar,Chief Investment Officer
Phil Batchelor,Clerk of the Board of Supervisors
Jeanne Maglio,Deputy Clerk of the Board _ [�Z;6
of Supervisors
(iv) and, that the bonds issued by the Board in the name and on behalf of the Walnut
Creek School District, designated "Walnut Creek School District (Contra Costa County,
California) General Obligation Bonds Election of 1995, Series A", in the aggregate principal
amount of$4,500,000, dated August 1, 1995 (the"Bonds"), have been executed by the facsimile
signature of the within-named Chairperson of the Board of Supervisors, the within-named Clerk
of the Board of Supervisors and the within-named Treasurer-Tax Collector, and that the seal of
the Board is impressed hereon and is reproduced on the Bonds in facsimile.
Dated: August 16, 1995 CONTRA COSTA COUNTY
By
k) A&t( I I.0-c A-feed . Lomeli,
Treasurer-Tax Collector
[SEAL
LO
By
Jeanne Ma lio,
Deputy Jerk of the Board of upervisors
-2-