HomeMy WebLinkAboutMINUTES - 06062006 - C.73 TO: BOARD OF SUPERVISORS .. Contra
FROM: JOHN CULLEN, COUNTY ADMINISTRATOR
Costa
DATE: June 6, 2006 s ''
`r County
SUBJECT: BRENTWOOD UNION ELEMENTARY SCHOOL DISTRICT
$8,000,000 FY 2002007 TAX AND REVENUE ANTICIPATION NOTES 'Z- . 7
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS:
1. ADOPT Resolution 2006/ authorizing, on behalf of Brentwood Union Elementary School District,
the sale and issuance of Tax and Revenue Anticipation Notes in an amount not to exceed
$8,000,000.
FISCAL IMPACT
There is no fiscal impact to the County related to this item.
BACKGROUND
Under state law, the Contra Costa County Board of Supervisors is required to authorize the sale and
issuance of tax and revenue anticipation notes (TRANS) for school districts within the County. No financial
obligation is assumed with these authorizations.
The Brentwood Union Elementary School District is issuing these TRANs to meet financial needs of the
District for the fiscal year 2006-2007.
CONSEQUENCES OF NEGATIVE ACTION
Without the Contra Costa County Board of Supervisors authorization, Brentwood Union Elementary School
District would not be able to issue the tax and revenue anticipation notes, thereby delaying or prohibiting
payment of necessary school expenses.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
-- --- ----- ------------------------ ---------------------------------- ------------------------
�RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMME ATION OF BOARD COMMI EE
Z/:;0PROVE OTHER
SIGNATURE(S):
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-------------------------- ---- - ------------------------------------------------------------------------------------------ ----------------------------------------
ACTION OF B AR ON O� APPROVE AS RECOMMENDED OTR
VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE
/ AND CORRECT COPY OF AN ACTION TAKEN
V UNANIMOUS(ABSENTI,7 ) AND ENTERED ON THE MINUTES OF THE
BOARD OF SUPERVISORS ON THE DATE
AYES: NOES: SHOWN.
ABSENT: ABSTAIN: /
ATTESTED lQ
CONTACT: Jason Crapo JOHN CULL N,CLERK OF THE BOARD OF
SUPERVISORS AND COUNTY
ADMINISTRATOR
CC: CAO,Jason Crapo
Treasurer Tax-Collector,Bill Pollacek
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BY DEPUTY
JONES HALL
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May 23, 2006
Mr. Jason Crapo
Administrator of Capital Facilities & Debt Mgmt.
Contra Costa County
Office of County Administration
651 Pine Street, 6)h Floor
Martinez, CA 94553
Re: 2006 Tax and Revenue Anticipation Notes
Dear Jason:
Enclosed please find 13 copies of the County Resolution, revised to reflect the changes
that we discussed on the phone today.
Please do not hesitate to call if you have any questions or comments.
Very truly yours,
William H. Madison
WHM:brf
Enclosure
CONTRA COSTA COUNTY
COUNTY
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RECEMM
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MAY 20, 4 2006
OFFICE OF
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BOARD OF SUPERVISORS
CONTRA COSTA COUNTY, CALIFORNIA
RESOLUTION NO. o� P1 JJ
RESOLUTION PROVIDING FOR THE BORROWING OF FUNDS IN
THE NAME OF THE BRENTWOOD UNION ELEMENTARY SCHOOL
DISTRICT FOR FISCAL YEAR 2006-2007 AND THE ISSUANCE.AND
SALE OF 2006 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") has received from the Board of Trustees of the Brentwood Union Elementary School
District (the "District") a resolution (the "District Resolution") finding and determining that it is
desirable that the District borrow funds in an amount not to exceed $8,000,000 with respect to
the fiscal year 2006-2007 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 $8,000,000, under and
pursuant to the provisions of the Law;
NOW,THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section 1. Recitals True and Correct. All of the recitals herein set forth are true and
correct and the Board so finds and determines.
Section 2. Approval of Request of District.The Board hereby approves the request of the
District for the Board to issue notes in its name.
Section 3. Limitation on Maximum Amount. The principal amount of notes issued
pursuant hereto, when added to the interest payable thereon, shall not exceed eighty-five
percent (857o) 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 2006-2007, 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 the District during
or allocable to Fiscal Year 2006-2007, and not pursuant to any common plan of financing, and
subject to the receipt by the Board of a resolution finding and determining that itis desirable
that the District borrow funds in an amount not to exceed $8,000,000 with respect to the fiscal
year 2006-2007 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 $8,000,000, 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$8,000,000 in the name of the District. Such borrowing shall be by
the issuance of temporary notes under the Law, designated "Brentwood Union Elementary
School District (Contra Costa County, California) 2006 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 thirteen months from such date of delivery, and shall bear
interest from their date, payable not more than one year from the issue date, if the Note has a
term of 13 months, and at maturity, 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 Only System. 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 nothave 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
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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),
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.
Moneys held in the Proceeds Fund shall be invested by the County in any one or more
investments generally permitted to school districts under the laws of the State of California,
consistent with the investment policy of the County and this Resolution (the "Proceeds Fund
Permitted Investments"). The Proceeds Fund Permitted Investments shall specifically include:
(a) the County Pooled Investment Fund maintained by the County Treasurer; and, (b) at the
request of the District, (i)the Local Agency Investment Fund maintained by the Treasurer of the
State of California; (ii) other investments permitted under section 53601 of the California
Government Code; and (iii) investment agreements with financial institutions with senior
unsecured credit ratings at least "AA-" or "Aa3" from one or more nationally recognized
statistical rating organizations then rating the Notes. In regard to any investments requested by
the District specified in clauses (b)(i), (b)(ii) or(b)(iii) above, the County may decline the request
of the District upon any reasonable basis, including specifically, any concerns of the County
regarding the legality, structure or appropriateness of the investment vehicle generally or the
process for the bidding or execution of the investment.
Section 7.Security.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 2006-2007. 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, in the amounts and in the months specified
in the Official Notice of Sale for the Notes prepared in accordance with and as defined in the
District Resolution (the "Official Notice of Sale") (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
3
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. Repayment 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 "Brentwood Union Elementary
School District (Contra Costa County, California) 2006 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 specified in the Official Notice of Sale as those months when Pledged
Revenues must be deposited in the Repayment Fund, the amount of Pledged Revenues
specified in the Official Notice of Sale 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 held in the Repayment Fund shall be invested by the County in any one or more
investments generally permitted to school districts under the laws of the State of California,
consistent with the investment policy of the County and this Resolution (the "Repayment Fund
Permitted Investments"). The Repayment Fund Permitted Investments shall specifically include:
(a) the County Pooled Investment Fund maintained by the County Treasurer; and, (b) at the
request of the District, (i) the Local Agency Investment Fund maintained by the Treasurer of the
State of California; (ii) other investments permitted under section 53601 of the California
Government Code; and (iii) investment agreements with financial institutions with senior
unsecured credit ratings at least "AA-" or "Aa3" from one or more nationally recognized
statistical rating organizations then rating the Notes. In regard to any investments requested by
the District specified in clauses (b)(i), (b)(ii)or(b)(iii) above, the County may decline the request
of the District upon any reasonable basis, including specifically, any concerns of the County
regarding the legality, structure or appropriateness of the investment vehicle generally or the
process for the bidding or execution of the investment.
Section 9. Execution 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,
4
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.
Sectio►► 12. Note Register. 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.
Sectioti 13. Temporary 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.
Sectiot► 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.
5
Section 15. Covenants and Warranties. 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.
Section 16. Sale of Notes. The Board acknowledges that the District's Resolution provides
that the Notes will be sold by competitive bid and awarded as set forth in the Official Notice of
Sale, consistent with the District's Resolution.
Section 17. Preparation of the Notes; Execution of Closing Documents. 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. Indemnification of County. The County acknowledges and relies upon the
fact that the District has represented that it shall indemnify and hold harmless, to the extent
permitted by law, the County and its officers and employees ("Indemnified Parties"), against
any and all losses, claims, damages or liabilities, joint or several, to which such Indemnified
Parties may become subject because of action or inaction related to the adoption of this
resolution, or related to the proceedings for sale, award, issuance and delivery of the Bonds in
accordance herewith and with the District's resolution and that the District shall also reimburse
any such Indemnified Parties for any legal or other expenses incurred in connection with
investigating or defending any such claims or actions.
Section 19. Limited Responsibility for Official Statement. Neither the Board of
Supervisors nor any officer of the County has prepared or reviewed the official statement of the
District describing the Bonds (the "Official Statement"), and this Board of Supervisors and the
6
various officers of the County take no responsibility for the contents or distribution thereof;
provided, however, that solely with respect to a section contained or to be contained therein
describing the County's investment policy, current portfolio holdings, and valuation
procedures, as they may relate to funds of the District held by the County Treasurer, the County
Treasurer is hereby authorized and directed to prepare and review such information for
inclusion in the District's Official Statement and in a preliminary Official Statement, and to
certify in writing prior to or upon the issuance of the Bonds that the information contained in
such section does not contain any 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 are made, not misleading.
I, Clerk of the Board of Supervisors of the County of Contra Costa,
State of California, do hereby certify that the foregoing Resolution wad regularly introduced,
passed and adopted by gd Board at a regular meeting held on the 10A d�ayy of June, 2006, on
motion of Supervisor 101A , and second of Supervisor C�Ver
by the following vote_
AYES: Uilkema,Piepho,DeSaulnier,Glover and Gioia
NOES: None
ABSENT: None
ABSTAIN: None
Clerk of the Board of Supervisors
By--`�
7
EXHIBIT A
FORM OF NOTE
Board of Supervisors of Contra Costa County, California
in the Name of the
BRENTWOOD UNION ELEMENTARY SCHOOL DISTRICT
(Contra Costa County, California)
2006 TAX AND REVENUE ANTICIPATION NOTE
INTEREST RATE: I MATURITY DATE: ISSUE DATE: CUSI.P:
Jul J 2007 July J 2006
REGISTERED OWNER:CEDE&CO.
PRINCIPAL SUM: DOLLARS
The BRENTWOOD UNION ELEMENTARY 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 2006
(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
2006-2007. 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 forty percent (4070) of the principal amount of the Notes to be
received by the County on behalf of the District in January, 2007, (b)in an amount equal to forty
percent (4070) of the principal amount of the Notes to be received by the County on behalf of the
District in April, 2007, and (c) in an amount equal to twenty percent (2070) of the principal
amount of the Notes, plus all interest due on the Notes at maturity to be received by the County
Exhibit A
Page 1
on behalf of the District in May, 2007 (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. 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 like 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
COSTACOUNTY
By ;,t�
easurer
(SEAL)
Countersigned:
e
Clerk of the Board
Exhibit A
Page 2
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 irrevocably 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