HomeMy WebLinkAboutMINUTES - 05232000 - C76-C80 BOARD OF SUPERVISORS
OF
CONTRA COSTA COUNTY
IN THE MATTER OF PROTECTING RESOLUTION NO. 2 0 0 012 5 8
THE MENTAL HEALTH MEDI-CAL
AND SAFETY NET PROGRAMS IN
CONTRA COSTA COUNTY AND
CALIFORNIA
WHEREAS, the Constitution of the State of California defines its 58 counties as subdivisions of
the State; and
WHEREAS, the State has delegated to those counties the responsibility for providing
comprehensive mental health services to indigent or uninsured individuals and to Medi-Cal
recipients; and
WHEREAS, Contra Costa County Health Services Department is providing those services through
its Mental Health Division in ways that both serve as the safety net provider and generate Medi-
Cal revenue to operate the system; and
WHEREAS, any process that would result in the dismantling of this system would be detrimental
to Contra Costa County, its Health Services Department, and most significantly, its citizens;
NOW, THEREFORE, BE IT RESOLVED THAT THE BOARD OF SUPERVISORS OF
CONTRA COSTA COUNTY urges the County's Congressional delegation to oppose the Federal
Health Care Financing Administration's intention to eliminate its 1915b freedom of choice waiver
in two years, to withdraw its instructions to the California Department of Mental Health regarding
putting the State's Mental Health Medi-Cal program out for competitive bid, and to support
maintenance of the existing comprehensive system.
PASSED by unanimous vote of the Board Members present on this 23rd day of May, 2000.
I hereby certify that this is a true and
correct copy of an action taken and
entered on the minutes of the Board
of Supervisors on the date shown.
Attested May 23, 2000
Phil Batchelor, Clerk of the
Board of Supervisors and
County A istrator
By:
eputy
Orig: Donna Wigand: 313-6411
cc: County Administrator
Health Services Director
Mental Health Director
Resolution No . 2000/258
WILLIAM B. WALKER, M.D. CONTRA COSTA
y' WEALTH SrERycEs DIR4"cTOR
DONNA M. WIGAND, LOW MENTAL HEALTH
MENTAL WEALTH DIRECTOR ADmiNISTRATION
595 Center Avenue, Suite
200
CONTRA COSTA
Martinez, California
96553
HEALTH SERVICES
Ph (925)313-6611
Fax(925)313-6669
To: Supervisor Donna Gerber, Chair
Supervisor Gayle B. Uilkema
Supervisor John Gioia
Supervisor Mark DeSaulnier
Supervisor Joe Canciamilla
From: Donna M. Wigand, LCSW -2l f (!, " bj
Mental Health Director
Date: May 5, 2000
Subject: Loss of Medi-Cal Waiver from HCFA
As you may recall, since 1995 county mental health systems throughout California have been
engaged in a process of consolidation which brings together the safety net services for indigent
and uninsured citizens and Medi-Cal funded services for those beneficiaries together under the
administration of the county mental health systems. In the Contra Costa Mental Health
Division, we are just now settling into this new way of doing business after several intense
years of planning and implementation. Now, our system and that of all California counties is
under serious threat of dismantlement due to the Federal government's failure to understand
the relationship between the State and county governments in California. I am appealing to
you to help us convince the Federal Health Care Financing Administration (HCFA) of the
error in its thinking.
HCFA is the branch of the U.S. Department of Health and Human Services that granted the
"1915b" freedom of choice waiver in 1995 permitting implementation of the California
system. The waiver allowed the State to offer counties the right of first refusal to manage
their Mental Health flans on its behalf and serve Medi-Cal beneficiaries rather than there
being a choice of plans in each county. This waiver is now up for renewal, and HCFA
appears to be interpreting the California system as being non-competitive by sole sourcing
service delivery contracts to counties. The reality, of course, is that the State is subvening
delivery of comprehensive mental health services to counties as "subdivisions of the State" as
defined in the State constitution. This is the point that must be clarified and stressed to
HCFA. Otherwise, county mental health systems will be forced to compete against private
sector managed care organizations for contracts to provide the most significant revenue-
generating services available to us. We risk being left to serve indigent and uninsured
consumers with virtually no funding other than County support.
i
- Contra Costa Community Substance Abuse Services • Contra Costa Emergency Medical Services • Contra Costa Environmental Health • Contra Costa Health Plan
• Contra Costa Hazardous Materials Programs •Contra Costa Mental Health • Contra Costa Public Health + Contra Costa Regional Medical Center • Contra Costa Health Centers
Supervisor Ronna Gerber, Chair
Board of Supervisors
Page 2
May 5, 2000
Should provision of these Medi-Cal revenue-generating services be awarded to a private
managed care provider, two underfunded systems would be created with duplicative
administrative costs and great potential for gaps in services. Consumers of mental health
services would suffer since their Medi-Cal eligibility often waxes and wanes. They would be
forced to shift between private and public providers as that eligibility changes. Private
managed care organizations are not, of course, accountable to their consumers as we in the
public sector are.
HCFA intends to force California to put Medi-Cal funded mental health services out to
competitive bid in 2002. We urgently need your assistance in intervening to prevent this.
Otherwise, the system we have built and will continue to refine in Contra Costa County is
quite likely to be destroyed.
DMW:vn
cc. Phil Batchelor
William B. Walker, M.D.
Julie Enea
IIII III ill I III II 11 illi�Ill III 111 III I illi 1 II���I'I
WHEN RECORDED, RETURN CONTRA COSTA Cc Recorder Office
TO CLERK., BOARD OF STEPHEN L, WEIR, Clerk-Recorder
DOC— 2000-10108728-00
S T ERVISORRS F, MAY 26, 2000 08:17:83
FRE $0.00
Ttl Pd $0.00 Nbr-0000903424
File: 300-9901/C.1.1 arc/R9/1-2
BOARD OF SUPERVISORS, CONTRA COSTA COUNTY, CALIFORNIA
In the Matter of Accepting and Giving RESOLUTION OF ACCEPTANCE
Notice of Completion of Contract with and NOTICE OF COMPLETION
Community Playgrounds C.C. §3086, 3093 2000/270
Budget Line Item No. 4421-4327 RESOLUTION N&
The Board of Supervisors RESOLVES THAT:
The County of Contra Costa on August 17, 1999, contracted with Community Playgrounds,
for Play Structures at Los Nogales Head Start Center, Brentwood, and Los Arboles Head Start
Center, Oakley, for Community Services Department, Budget Line Item No. 4421-4327,
Authorization No. 0928-WH327B, with Frontier Pacific Insurance Company as surety, for
work to be performed on the grounds of the County; and
The Director of General Services reports that said work has been inspected and complies with
the approved plans and specifications, and recommends its acceptance as complete as of May
23, 2000;
Therefore, said work is accepted as recommended above, and the Clerk shall file with the
County Recorder a copy of this Resolution and Notice as a Notice of Completion for said
contract.
Time extension to the date of acceptance is granted as the work was delayed due to
unforeseeable causes beyond the control and without the fault or negligence of the
Contractor.
PASSED BY THE BOARD on May 23, 2000, by the following vote:
AWES: SUPERVISORS GIOIA, UILKEMA, DESAULNIEP AND CANCIAMILLA
NOES: NONE
ABSENT: SUPERVISOR GERBER
RESOLUTION NO. : 2000/270
HA 1999U00990119A0013 Sb.doc
Page 1 of 2
CERTIFICATION and VERIFICATION
I certify that the foregoing is a true and correct copy of a resolution and acceptance duly
adopted and entered on the minutes of this Board's meeting on the above date. I declare
under penalty of perjury that the foregoing is true and correct.
Dated: MAY 23 2000 Phil Batchelor, Clerk of the
at Martrnez, California. Board of Supervisors and
County Administrator
By UIY =K
Originator: General Services Department - Architectural Division
cc: General Services Department
Architectural Division
Accounting
File 300-9901/A.5
County Administrator's Office (Via A.D.)
Auditor-Controller (Via A.D.)
Contractor (Via A.D.)
Surety (Via A.D.)
Consulting Engineer (Via A.D.)
County Recorder
Community Services (Via A.D.)
SJ:tb
HAI 999\3009901\9A00135b.doe
Paige 2 of 2
11033-14 JH:WHM:cco 04/11/00 #
Ass 05/10/00 V
BOARD OF SUPERVISORS
CONTRA COSTA COUNTY CALIFORNIA
RESOLUTION NO. 2000/256
RESOLUTION PROVIDING FOR THE BORROWING OF FUNDS IN THE
NAME OF THE ANTIOCI I UNIFIED SCHOOL DISTRICT FOR FISCAL
YEAR 2000-2001 AND THE ISSUANCE AND SALE OF 2000 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 Supervisors (the "Board") of Contra Costa County (the
"County") anticipates receipt from the Board of Trustees of the Antioch Unified School District
(the "District") of a resolution finding and determining that it is desirable that the District
borrow funds in an amount not to exceed $11,000,000 with respect to the fiscal .year 2000-2001 .
for authorized purposes of the District, and requesting that the Board 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 $11,000,000, 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 2000-2001, 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 2000-2001, and not pursuant to any common plan of financing, and
subject to the receipt by the Board of a resolution finding and determining that it is desirable
that the District borrow funds in an amount not to exceed $11,000,000 with respect to the fiscal
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year 2000-2001 for authorized purposes of the District, and requesting that the Board 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 $11,000,000, under and pursuant
to the provisions of the Law, the Board hereby determines to and shall borrow the aggregate
principal sum of not to exceed eleven million dollars ($11,000,000) in the name of the District.
Such borrowing shall be by the issuance of temporary notes under the Law, designated
„Antioch Unified School District (Contra Costa County, California) 2000 Tax and Revenue
Anticipation Notes," (the "Notes"). The Notes shall be dated as of their date of delivery, shall
mature (without option of prior redemption) not more than fifteen months from such date of
delivery,and shall bear interest from their date, payable at maturity and computed on a 30-day
month/360-day year basis. Both the principal of and interest on the Notes shall be payable in
lawful money of the United States of America,as described below.
Section 5. Form of Notes; Book-Entry On1,y yg=. The Notes shall be issued in fully
registered form,without coupons,and shall be substantially in the form and substance set forth
in Exhibit A attached hereto and by reference incorporated herein,the blanks in said form to be
filled in with appropriate words and figures. The Notes shall be numbered from 1 consecutively
upward,shall be in the denomination of$1,000 each or any integral multiple thereof.
"CUSIP" identification numbers shall be imprinted on the Notes,but such numbers shall
not constitute a part of the contract evidenced by the Notes and any error or omission with
respect thereto shall not constitute cause for refusal of any purchaser to accept delivery of and
pay for the Notes. In addition, failure on the part of the Board to use such CUSIP numbers in
any notice to registered owners of the Notes shall not constitute an event of default or any
violation of the Board's contract with such registered ;owners and shall not impair the
effectiveness of any such notice.
Except as provided below, the owner of all of the Notes shall be The Depository Trust
Company, New York, New York ("'DTC"), and the Notes shall be registered in the name of
Cede&Co.,as nominee for DTC. The Notes shall be initially executed and delivered in the form
of a single fully registered Note in the full aggregate principal amount of the Notes. The Board
may treat DTC (or its nominee) as the sole and exclusive owner of the Notes registered in its
name for all purposes of this Resolution, and the Board shall not be affected by any notice to
the contrary. The Board shall not have any responsibility or obligation to any participant of
DTC (a "Participant"), any person claiming a beneficial ownership interest in the Notes under
or through DTC or a Participant,or any other person which is not shown on the register of the
Board 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 Notes. The Treasurer, as
paying agent, shall pay all principal and interest with respect to the Notes only to DTC, and all
such payments shall be valid and effective to fully satisfy and discharge the Board's obligations
with respect to the principal and interest with respect to the Notes to the extent of the sum or
sums so paid. Except under the conditions noted below, no person other than DTC shall receive
a Note. Upon delivery by DTC to the Board 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 Board determines that it is in the best interest of the beneficial owners that they be
able to obtain Notes and delivers a written certificate to DTC to that effect, DTC shall notify
the Participants of the availability through DTC of Notes. In such event, the Board shall issue,
transfer and exchange Notes as requested by DTC and any other owners in appropriate
amounts. DTC may determine to discontinue providing its services with respect to the Notes at
any time by giving notice to the Board and discharging its responsibilities with respect thereto
under applicable law. Under.such circumstances (if there is no successor securities depository),
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the Board shall be obligated to deliver Notes as described in this Resolution. Whenever DTC
requests the Board to do so, the Board will cooperate with DTC in taking appropriate action
after reasonable notice to (a) make available one or more separate Notes evidencing the Notes
to any DTC Participant having Notes credited to its DTC account or (b) arrange for another
securities depository to maintain custody of Certificates evidencing the Notes.
Notwithstanding any other provision of this Resolution to the contrary, so long as any
Note 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 Note and all notices with respect to such Note
shall be made and given,respectively, to DTC as provided in the representation letter delivered
on the date of issuance of the Notes.
Section 6. Use of Proceeds; Investment of Proceeds. The moneys so borrowed shall be
deposited in the Treasury of the County in a proceeds fund (the "Proceeds Fund") to the credit
of the District to be withdrawn,used and expended by the District for any purpose for which it
is authorized to expend funds from the general fund of the District, including, but not limited
to, current expenses, capital expenditures and the discharge of any obligation or indebtedness
of the District.
Proceeds shall, if held by the County, to the greatest extent possible, be invested by the
Treasurer-Tax Collector (the "Treasurer") or such other appropriate investment officer of the
County, in the County investment pool or directly in investment securities in accordance with
District directive as permitted by the laws of the State of California as now in effect and as
hereafter amended, and in accordance with such procedures and subject to such requirements
as the Treasurer or such other appropriate investment officer of the County shall establish. In
the alternative,the Treasurer shall,at the written direction of the District, transfer funds to the
provider of an investment agreement upon the written recommendation of the Superintendent
(or his designee) (in either case, an "Authorized Officer") of the District, provided that such
investment agreements are: (i)issued or guaranteed by an entity the corporate debt of which at
the time of investment is rated in one of the two highest long-term rating categories by Moody's
Investors Service and Standard & Poor's Ratings Services; or (ii) issued or guaranteed by an
insurance company with a claims-paying rating at the time of investment in one of the two
highest long-term rating categories of Moody's Investors Service and Standard & Poor's Ratings
Services; provided further that any rating agency maintaining a rating on the Notes shall be
notified in writing by the District prior to the District entering into said investment agreement;
and provided further that any such investment agreement shall contain provisions satisfactory
to any rating agency maintaining a rating on the Notes, specifying that, in the event the long-
term debt rating of the provider of the investment agreement is downgraded by either Moody's
Investors Service or Standard & Poor's Ratings Services to below said rating agency's second
highest long-term rating category, without regard to rating subcategories, the provider of such
investment agreement shall,within ten (10)days,deliver to a third party, collateral in the form
of direct and general obligations of the United States of America, or obligations that are
unconditionally guaranteed as to principal and interest by the full faith and credit of the United
States of America, in the amount of not less than 104% of the principal amount of the
investment agreement and/or senior debt and mortgage-backed obligations of FNMA or
FHLMC in an amount not less than 105% of the principal amount of the investment agreement;
and further specifying that, in the event the long-term debt rating of the provider of the
investment agreement is withdrawn, suspended or downgraded by either Moody's Investors
Service or Standard & Poor's Ratings Services to below said rating agency's third highest long-
term rating category, without regard to rating subcategories,such investment agreement shall, at
the option of the District, terminate,and the full principal amount invested thereunder, together
with any interest accrued thereon, shall be paid to the District or the Treasurer within two (2)
business days of such downgrade. Proceeds may also be invested in the Local Agency
Investment Fund.
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Section 7. fur .The principal amount of the Notes,together with the interest thereon,
shall be payable from taxes,revenue and other moneys which are received by the District for the
general fund of the District for the Fiscal Year 2000-2001. As security for the payment of the
principal of and interest on the Notes, the Board,in the name of the District, hereby pledges the
first "unrestricted moneys", as hereinafter defined, (a) an amount equal to fifty percent (50%)
of the principal amount of the Notes to be received by the County on behalf of the District in
January,2001, (b) an amount equal to fifty percent (50%) of the principal amount of the Notes
to be received by the County on behalf of the District in April,2001,and (c) an amount equal to
all interest due on the Notes at maturity, to be received by the County on behalf of the District
in May, 2001 (such pledged amounts being hereinafter called the "Pledged Revenues"). The
principal of the Notes and the interest thereon shall constitute a first lien and charge thereon
and shall be paid from 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 8. Repaym n Fund; Investment of Repayment Fund. There is hereby created a
special fund to be held on behalf of the District by the Treasurer separate and distinct from all
other County and District funds and accounts designated the "Antioch Unified School District
(Contra Costa County, California) 2000 Tax and Revenue Anticipation Notes Repayment
Fund" (the "Repayment Fund")and applied as directed in this Resolution. Any money placed
in the Repayment Fund shall be for the benefit of the registered owners of the Notes, and until
the Notes and all interest thereon are paid or until provision has been made for the payment of
the Notes at maturity with interest to maturity, the moneys in the Repayment Fund shall be
applied solely for the purposes for which the Repayment Fund is created; provided, however,
that any interest earned on amounts deposited in the Repayment Fund shall periodically be
transferred to the general fund of the District.
During the months of January, April and May, 2001, all Pledged Revenues shall be
deposited into the Repayment Fund. On the maturity date of the Notes, the Treasurer shall
transfer to DTC the moneys in the Repayment Fund necessary to pay the principal and interest
on the Notes at maturity and, to the extent said moneys are insufficient therefor, an amount of
moneys from the District's general fund which will enable payment of the full principal of and
interest on the Notes at maturity. DTC will thereupon make payments of principal and interest
on the Notes to the DTC Participants who will thereupon make payments to the beneficial
owners of the Notes. Any moneys remaining in the Repayment Fund after the Notes and the
interest thereon have been paid, or provision for such payment has been made, shall be
transferred to the District's general fund.
Moneys in the Repayment Fund shall, if held by the County, to the greatest extent
possible, be invested by the Treasurer, or such other appropriate investment officer of the
County, directly in investments as permitted by the laws of the State of California as now in
effect and as hereafter amended, and in accordance with such procedures and subject to such
requirements as the Treasurer or such other appropriate investment officer of the County shall
establish.
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In the alternative, the Treasurer shall, at the written direction of the District, transfer
funds to the provider of an investment agreement upon the written recommendation of the
Authorized Officer of the District, provided that such investment agreements are: (i) issued or
guaranteed by an entity the corporate debt of which at the time of investment is rated in one of
the two highest long-term rating categories by Moody's Investors Service and Standard & Poor's
Ratings Services; or (ii) issued or guaranteed by an insurance company with a claims-paying
rating at the time of investment in one of the two highest long-term rating categories of Moody's
Investors Service and Standard & Poor's Ratings Services; provided further that any rating
agency maintaining a rating on the Notes shall be notified in writing by the District prior to the
District entering into said investment agreement;and provided further that any such investment
agreement shall contain provisions satisfactory to any rating agency maintaining a rating on the
Notes,specifying that, in the event the longe-term debt rating of the provider of the investment
agreement is downgraded by either Moody's Investors Service or Standard & Poor's Ratings
Services to below said rating agency's second highest long-term rating category, without regard
to rating subcategories, the provider of such investment agreement shall, within ten (10) days,
deliver to a third party collateral in the form of direct and general obligations of the United
States of America, or obligations that are unconditionally guaranteed as to principal and
interest by the full faith and credit of the United States of America, in the amount of not less
than 104% of the principal amount of the investment agreement; and further specifying that, in
the event the long-term debt rating of the provider of the investment agreement is withdrawn,
suspended or downgraded by either Moody's Investors Service or Standard & Poor's Ratings
Services to below said rating agency's third highest long-term rating category, without regard to
rating subcategories, such investment agreement shall, at the option of the District, terminate,
and the full principal amount invested thereunder, together with any interest accrued thereon,
shall be paid to the District or the Treasurer within two (2) business days of such downgrade.
The Treasurer may also invest the Repayment Fund in the Local Agency Investment Fund. The
proceeds of any such investments shall, as received, be deposited in the Repayment Fund and
shall be part of the Pledged Revenues.
Section 9. ExecutiQn of Notes. The Notes shall be executed.in the name of the District,
with the manual or facsimile signature of the Treasurer or one or more of his duly authorized
deputies,and the manual or facsimile counter-signature of the Clerk of the Board of Supervisors
(although at least one of such signatures shall be manual) with the seal of the Board impressed
thereon, and said officers are hereby authorized to cause the blank spaces thereof to be filled in
as may be appropriate.
Section 10. Transfer of Notes. Any Note may, in accordance with its terms, but only if
the District determines to no longer maintain the book entry only status of the Notes, DTC
determines to discontinue providing such services and no successor securities depository is
named or DTC requests the Treasurer to deliver Note certificates to particular DTC
Participants, be transferred, upon the books required to be kept pursuant to the provisions of
Section 12 hereof, by the person in whose name it is registered, in person or by his duly
authorized attorney,upon surrender of such Note for cancellation at the office of the Treasurer,
accompanied by delivery of a written instrument of transfer in a form approved by the
Treasurer,duly executed.
Whenever any Note or Notes shall be surrendered for transfer, the Treasurer shall
execute and deliver a new Note or Notes,for like aggregate principal amount.
Section 11. Exchange of Notes. Notes may be exchanged at the office of the Treasurer for
a like aggregate principal amount of Notes of authorized denominations and of the same
maturity.
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Section 12. Note�te . The Treasurer shall keep or cause to be kept sufficient books
for the registration and transfer of the Notes if the book entry only system is no longer in effect
and,in such case,the Treasurer shall register or transfer or cause to be registered or transferred,
on said books, Notes as herein before provided. While the book entry only system is in effect,
such books need not be kept as the Notes will be represented by one Note registered in the name
of Cede &Co.,as nominee for DTC.
Section 13. rary Notes. The Notes may be initially issued in temporary form
exchangeable for definitive Notes when ready for delivery. The temporary Notes may be
printed,lithographed or typewritten, shall be of such denominations as may be determined by
the Treasurer,and may contain such reference to any of the provisions of this Resolution as may
be appropriate. Every temporary Note shall be executed by the Treasurer upon the same
conditions and in substantially the same manner as the definitive Notes. if the Treasurer issues
temporary Notes he will execute and furnish definitive Notes without delay, and thereupon the
temporary Notes may be surrendered for cancellation, in exchange therefor at the office of the
Treasurer and the Treasurer shall deliver in exchange for such temporary Notes an equal
aggregate principal amount of definitive Notes of authorized denominations. Until so
exchanged, the temporary Notes shall be entitled to the same benefits pursuant to this
Resolution as definitive Notes executed and delivered hereunder. Any costs borne by the
County for the exchange of the Notes will be reimbursed by the District.
Section 14. Notes Mutilated, Lost Destroyed or Stolen. If any Note shall become
mutilated the Treasurer,at the expense of the registered owner of said Note, shall execute and
deliver a new Note of like maturity and principal amount in exchange and substitution for the
Note so mutilated, but only upon surrender to the Treasurer of the Note so mutilated. Every
mutilated Note so surrendered to the Treasurer shall be canceled by it and delivered to, or upon
the order of, the Treasurer. if any Note shall be lost, destroyed or stolen, evidence of such loss,
destruction or theft may be submitted to the Treasurer and, if such evidence be satisfactory to
the Treasurer and indemnity satisfactory to it shall be given,the Treasurer,at the expense of the
registered owner,shall execute and deliver a new Note of like maturity and principal amount in
lieu of and in substitution for the Note so lost, destroyed or stolen. The Treasurer may require
payment of a sum not exceeding the actual cost of preparing each new Note issued under this
Section 14 and of the expenses which may be incurred by the Treasurer in the premises. Any
Note issued under the provisions of this Section 14 in lieu of any Note alleged to be lost,
destroyed or stolen shall constitute an original additional contractual obligation on the part of
the Board whether or not the Note so alleged to be lost, destroyed or stolen be at any time
enforceable by anyone,and shall be equally and proportionately entitled to the benefits of this
Resolution with all other Notes issued pursuant to this Resolution. This Section 14 will not be in
effect so long as DTC book entry is utilized.
Section 15. Cov pants and Warrantie Based on the representations and covenants of
the District, it is hereby covenanted and warranted by the Board that all representations and
recitals contained in this Resolution as to the County are true and correct, and that the Board
has reviewed all proceedings heretofore taken relative to the authorization of the Notes and has
found,as a result of such review,and hereby finds and determines that all acts, conditions and
things required by law to exist, happen and be performed precedent to and in the issuance of
the Notes have existed, happened and been performed in due time, form and manner as
required by law,and the Board is duly authorized to issue the Notes in the name of the District
and incur indebtedness in the manner and upon the terms provided in this Resolution. The
Board and the District and their appropriate officials have duly taken all proceedings necessary
to be taken by them, and will take any additional proceedings necessary to be taken by them,
for the prompt collection and enforcement of the taxes,revenue,cash receipts and other moneys
pledged hereunder in accordance with law and for carrying out the provisions of this
Resolution.
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Section 16. Sale of Notes. The Board acknowledges that the District's Resolution
provides that:
(A) The Notes will be sold by competitive bid and awarded as set forth in an Official
Notice of Sale, which Kelling, Northcross & Nobriga (the "Financial Advisor") and the
Authorized Officer are thereby authorized to prepare,consistent with the District's Resolution.
(B) The Authorized Officer is thereby directed to execute the Official Notice of Sale,
and to arrange for the publication of a notice of intention to sell the Notes. The Authorized
Officer is thereby authorized and directed to open the bids at the time and place specified in
the Official Notice of Sale. The Authorized Officer is thereby authorized and directed to
receive and record the receipt of all bids made pursuant to the Official Notice of Sale, to cause
said bids to be examined for compliance with the Official Notice of Sale, to cause computations
to be made as to which bidder has bid the lowest true interest cost, as provided in the Official
Notice of Sale,to announce the bidder of the lowest true interest cost, and to award the sale to
said bidder. The County Board relies upon the District and its Authorized Officer to properly
carry out all proceedings in connection with the selection of a purchaser of the Notes. The
County takes no responsibility for conducting the sale of the Notes.
(C) Zions First National Bank, parent company of the Financial Advisor, has been
authorized by the District to submit a bid for the Notes.
Section 17. Preparation of the Notes, Execution of Closing Do urn rit5. Jones Hall, A
Professional Law Corporation, as bond counsel to the District, is directed to cause suitable
Notes to be prepared showing on their face that the same bear interest at the rate aforesaid,
and to cause the blank spaces therein to be filled in to comply with the provisions of this
Resolution in accordance with the identified purchaser of the Notes, and to procure their
execution by the proper officers, and to cause the Notes to be delivered when so executed to
DTC on behalf of the identified purchaser therefor upon the receipt of the purchase price by the.
Treasurer on behalf of the District.
The Treasurer or any other officer of the County are further authorized and directed to
make, execute and deliver to the purchaser or purchasers of the Notes (a) a certificate in the
form customarily required by purchasers of bonds of public corporations generally, certifying to
the genuineness and due execution of the Notes,and (b)a receipt in similar form evidencing the
payment of the purchase price of the Notes which receipt shall be conclusive evidence that said
purchase price of the Notes has been paid and has been received on behalf of the District. Any
purchaser or subsequent taker or holder of the Notes is hereby authorized to rely upon and shall
be justified in relying upon any such certificate or receipt with respect to the Notes. Such
officers and any other officers of the District or of the County are hereby authorized to execute
any and all other documents required to consummate the sale and delivery of the Notes.
Section 18. Limited Liability. Notwithstanding anything to the contrary contained herein,
in the Notes or in any other document mentioned herein, neither the County nor the Board shall
have any liability hereunder or by reason hereof or in connection with the transactions
contemplated hereby and the Notes shall be payable solely from the moneys of the District
available therefor as set forth in Section 7 hereof.
7
��o
EXHIBIT A
FORM OF ` OTB
Board of Supervisors of Contra Costa County, California
in the Name of the
ANTIOCH UNIFIED SCHOOL DISTRICT
(Contra Costa County, California)
2000 TAX AND REVENUE ANTICIPATION NOTE
INTEREST ME MATURITY DATE: 1S UE DATE: nUSIP.
% ,2001 Jul ,, 2000
REGISTERED OWNER:CEDE &r CO.
PRINCIPAL SUM: DOLLARS
The ANTIOCH UNIFIED SCHOOL DISTRICT, Contra Costa County, State of
California (the "District"), acknowledges itself indebted,and promises to pay,to the Registered
Owner stated above, or registered assigns (the "Owner"), on the Maturity Date stated above,
the Principal Sum stated above, in lawful money of the United States of America, and to pay
interest thereon in like lawful money at the rate per annum stated above, payable on the
Maturity Date stated above, calculated on the basis of 360-day year comprised of twelve 30-
day months. Both the principal of and interest on this Note shall be payable at maturity to the
Owner.
It is hereby certified,recited and declared that this Note is one of an authorized issue of
notes in the aggregate principal amount of __ __ dollars ($ ), all of like
tenor, issued pursuant to the provisions of a resolution of the Board of Supervisors (the
"Board") of Contra Costa County (the "County") duly passed and adopted on , 2000
(the "Resolution"),and pursuant to Article 7.6 (commencing with section 53850) of Chapter 4,
Part 1, Division 2, Title 5, of the California Government Code, and that all conditions, things
and acts required to exist, happen and be performed precedent to and in the issuance of this
Note exist,have happened and have been performed in regular and due time, form and manner
as required by law, and that this Note, together with all other indebtedness and obligations of
the District,does not exceed any limit prescribed by the Constitution or statutes of the State of
California.
The principal amount of the Notes, together with the interest thereon, shall be payable
from taxes, revenue and other moneys which are received by the County on behalf of the
District for Repayment Fund of the District (as defined in the Resolution) for the Fiscal Year
2000-2001. As security for the payment of the principal of and interest on the Notes, the Board,
in the name of the District, has pledged the first "unrestricted moneys", as hereinafter defined
(a) in an amount equal to fifty percent (50%) of the principal amount of the Notes to be
received by the County on behalf of the District in January,2001, (b)in an amount equal to fifty
percent (50%) of the principal amount of the Notes to be received by the County on behalf of
the District in April, 2001, and (c) in an amount equal to all interest due on the Notes at
maturity to be received by the County on behalf of the District in May, 2001 (such pledged
amounts being hereinafter called the "Pledged Revenues"). The principal of the Notes and the
Exhibit A
Page 1
interest thereon shall constitute a first lien and charge thereon and shall be paid from 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. 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.
The Notes are issuable as fully registered notes, without coupons, in denominations of
$1,000 each or any integral multiple thereof. Subject to the limitations and conditions as
provided in the Resolution, Notes may be exchanged for a lake aggregate principal amount of
Notes of other authorized denominations and of the same maturity.
The Notes are not subject to redemption prior to maturity.
This Note is transferable by the Owner hereof, but only under the circumstances, in the
manner and subject to the limitations provided in the Resolution. Upon registration of such
transfer a new Note or Notes, of authorized denomination or denominations, for the same
aggregate principal amount and of the same maturity will be issued to the transferee in exchange
for this Note.
The Board may treat the Owner hereof as the absolute owner hereof for all purposes and
the Board shall not be affected by any notice to the contrary.
Unless this Note is presented by an authorized representative of The Depository Trust
Company, a New York corporation ("DTC") to the District or the County for registration of
transfer,exchange or payment,and any Note issued is registered in the name of Cede & Co. or
such other name as requested by an authorized representative of DTC (and any payment is
made to Cede & Co. or to such other entity as is requested by an authorized representative of
DTC), ANY TRANSFER, PLEDGE OR OTHER USE HEREOF FOR VALUE OR OTHERWISE
BY OR TO ANY PERSON IS WRONGFUL in as much as the registered owner hereof, Cede &
Co.,has an interest herein.
IN WITNESS WHEREOF, the Board of Supervisors of Contra Costa County, California
has caused this Note to be issued in the name of the District and to be executed by the manual
signature of the Treasurer and countersigned by the facsimile signature of the Clerk of the
Board, all as of the Issue Date stated above.
BOARD OF SUPERVISORS OF CONTRA
COSTA COUNTY
By
Tax Collector
(SEAL)
Countersigned:
Clerk of the Board
Exhibit A
Page 2
f
ASSIGNMENT
For value received the undersigned hereby sells,assigns and transfers unto
(Name,Address and Tax Identification or Social Security Number of Assignee)
the within registered Note and hereby irrev"bly constitute(s)and appoints(s)
-- attorney, to
transfer the same on the Note register/of the Treasurer with full power of substitution in the
premises.
Dated:
Signature:
Note:The signature(s)on this Assignment must
correspond with the name(s)as written on the face of
the within Note in every particular without alteration
or enlargement or any change whatsoever,
Signature Guaranteed:
Note:Signature(s)must be guaranteed by a qualified
guarantor.
Exhibit A
Page 3
1, jun I1_ hien _, Clerk of the Board of Supervisors of the County of
Contra Costa, State of California, do hereby certify that the foregoing Resolution was regularly
introduced,passed and adopted by said Board at a regular meeting held on the 2-3day of
May , 2000, on motion of Supervisor I)eSaulfiicr and second of Supervisor
Canciamilla by the following vote:
AYES: SUPERVISORS: Gioia, Uilkema, DeSaulnier, Canciamilla
NOES: SUPERVISORS: hQM
ABSTAINED: SUPERVISORS: XM.
ABSENT: SUPERVISORS: Gerber —
Clerk of of Supervisors
By
8
11�t
TO: BOARD OF SUPERVISORS Contra
Costa
FROM: PHIL BATCHELOR, County Administrator
County my
DATE: May 23, 2000
SUBJECT: ADJUSTMENTS IN COUNTY'S EXPENSE REIMBURSEMENT '+' �� `y•
FOR MEALS
J
ra
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
APPROVE changes in the County's expense reimbursement policy relating to meal allowances,
effective June 1, 2000, and AUTHORIZE the County Administrator to amend Administrative
Bulletin No. 204.8 to be consistent with the changes.
BACKGROUND:
Eligible individuals are entitled to claim reimbursement for actual, reasonable, and necessary
expenses arising from the discharge of their official duties, subject to limitations established by
law and policy. The purchase of meals may be authorized under certain circumstances.
Reimbursement rates for meal expense have not been adjusted since 1989 and have become
substantially out of date. The following changes are, therefore, recommended to be effective
June 1, 2000:
1. Actual expenses, including tax and gratuity, for individual meals will be reimbursed.
However, such reimbursement shall not exceed the following individual maximums:
♦ Breakfast $10.00
* Lunch $15.00
♦ Dinner $25.00
2. When away from the normal work area for an entire day, individuals eligible for meal
reimbursement may claim reimbursement for the actual cost of each individual meal,
notwithstanding the maximum per meal amounts specified above. However, the total
amount claimed for the day shall not exceed $50.00.
CONTINUED ON ATTACHMENT: YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATI OF BOARD COMMITTEE
�sAPPROVE OTHER
SIGNATURE(S):
AcnoN of BO ON May 2 3 , 2 0 0 0 APPROVE AS RECOMMENDED XX OTHER
VOTE OF SUPERVISORS 1 HEREBY CERTIFY THAT THIS IS A TRUE
AND CORRECT COPY OF AN ACTION TAKEN
XX UNANIMOUS(ABSENT #3 ) AND ENTERED ON THE MINUTES OF THE
BOARD OF SUPERVISORS ON THE DATE
AYES: NOES: SHOWN.
ABSENT: ABSTAIN:
ATTESTED_ y�3 2 0 n p
CONTACT:JULIE ENEA(425)335-1077 PHIL *iLOiL R,CLERK OF THE BC)ARD
OF SUPERVISORS AND COUNTY
ADMINISTRATOR
CC: COUNTY ADMINISTRATOR
AUDITOR-CONTROLLER
COUNTY COUNSEL
HUMAN RESOURCES DEPARTMENT
B ,DEPUTY
Cr
TO: BOARD OF SUPERVISORS '` Contra
FROM: Phil Batchelor, County Administrator .. ,� Costa
�
May 7, 2000 ..UAW
E'
r'J �
DATa c u
SUBJECT: Appointment to Board of Directors of CSAC Excess Insurance Authority
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
APPOINT the Chief Assistant County Administrator in his capacity as Acting Risk Manager
to serve as the representative of Contra Costa County on the Board of Directors of the
CSAC Excess Insurance Authority.
REASONS FOR RECOMMENDATION/BACKGROUND:
Our County has been a member of the CSAC Excess Insurance Authority since 1980.
Article 7 of the agreement provides that the Authority shall be governed by a Board of
Directors composed of one director from each member county appointed by the Board of
Supervisors and an alternate. Since the duties of the Board of Directors are technical in
nature, member counties have generally followed the practice of appointing either the Risk
Manager or staff in the County Administrator's Office who are assigned roles in the
administration of the risk management program.
The Risk Manager has administrative responsibility for the County's risk management
program and is temporarily managed by Scott Tandy, Chief Assistant County
Administrator. Accordingly,the Chief Assistant County Administrator should represent the
County on the Insurance Authority Board and be authorized to execute documents on
behalf of the County until such time as a new Risk Manager is hired.
CONTINUED ON ATTACHMENT: YES SIGNATURE: r/___5 k n
RECOMMENDATION OF COUNTY ADMINISTRATOR -RECOMMENDATION OF BOARD�O T E
APPROVE OTHER
SIGNATURE(S),
ACTION OF BOARD ON May 23, 2000 APPROVED AS RECOMMENDED XX OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
XX UNANIMOUS{ABSENT #3 ) AND CORRECT COPY OF AN ACTION TAKEN
AYES. NOES. AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
ATTESTED May 23, 2000
Contact: g Risk Management PHIL BATCHELOR,CLERK OF THE BOARD OF
cc: SUPERVISORS AND COUNTY ADMINISTRATOR
BY DEPUTY