HomeMy WebLinkAboutRESOLUTIONS - 07171984 - 84-405 RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL
YEAR 1984-1985 AND THE ISSUANCE AND SALE OF 1984-1985 SHORT
TERM OPTIONAL PUT TAX AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLUTION NO. 84/405
WHEREAS, pursuant to Sections 53850 et seg. of the
Government Code of the State of California, this Board of
Supervisors (the "Board" ) has found and determined that the
sum of Sixty-Five Million Dollars ($65,000, 000) is needed for
the requirements of the County of Contra Costa (the "County" )
to satisfy obligations payable from the General Fund of the
County, and that it is necessary that said sum be borrowed
for such purpose at this time by the issuance of temporary
notes therefor in anticipation of the receipt of taxes,
-income, revenue, cash receipts and other moneys to be
received by the County for the General Fund of the County
during or attributable to Fiscal Year 1984-1985; and
WHEREAS, the County intends to borrow, for the
purposes set forth above, as hereinafter defined, Sixty-Five
Million Dollars ($65, 000, 000) through the issuance and sale
of the Notes (as hereinafter defined) ; and
WHEREAS, it appears, and the Board hereby finds and
determines, that said sum of Sixty-Five Million Dollars
($65, 000,000) , when added to the interest payable thereon,
does not exceed eighty-five per cent' (85%) of the estimated
amount of the uncollected taxes, income, revenue, cash
receipts and other moneys of the County for the General Fund
of the County attributable to Fiscal Year 1984-1985, and
available for the payment of the Notes and the interest
thereon; and
WHEREAS, pursuant to Section 53856 of the
Government Code of the State of California, certain revenues
which will be received by the County for the General Fund of
the County during or attributable to Fiscal Year 1984-1985
can be pledged for the payment of the Notes and the interest
thereon (as hereinafter provided) ; and
WHEREAS, Bank of America National Trust and Savings
Association (herein sometimes referred to as the
"Underwriter" ) has submitted an offer to purchase the Notes
and has submitted a form of Contract of Purchase and Dealer
Remarketing Agreement to the Board; and
WHEREAS, The Long-Term Credit Bank of Japan, Ltd. ,
has proposed to enter into a Credit Agreement pursuant to
which the Bank would issue a Line of Credit which may be
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drawn upon in accordance with its terms if certain Pledged
Revenues, as hereinafter defined, are not paid by the County
prior to May 13 , 1985 as required herein, as security for -
payment of the Notes at maturity and if the County has
insufficient funds on hand. to pay interest on the Notes when
due; and
WHEREAS, the County has determined that, in order
to provide for the remarketing of the Notes, and to assure
their payment at maturity, and to provide additional security
to owners of Notes, and reduce the interest cost to the
County for the Notes, it is appropriate and in the best
interests of the County to enter into the Agreement, to
obtain the Line of Credit and to enter into the Credit
Agreement; and
WHEREAS, the County desires to enter into the
Contract of Purchase and Dealer Remarketing Agreement and to
obtain the Line of Credit;
NOW, THEREFORE, the Board of Supervisors of the
County of Contra Costa hereby finds, determines, declares and
resolves as follows:
Section 1 . Board Determination. All of the
recitals herein set forth are true and correct, and the Board
so finds and determines.
Section 2 . Definitions. Unless the context
otherwise requires, the terms defined in this Section 2
shall, for all purposes of this Resolution, as it now exists
and as it may be from time to time amended or supplemented,
have the meanings herein specified, as follows:
"Adjusted Rate" means the interest rate per annum
equal to the rate calculated in accordance with Section 3(b)
hereof.
"Advance" means an amount borrowed by the County
from the Bank pursuant to the terms of the Credit Agreement.
"Agreement" means the Contract of Purchase and
Dealer Remarketing Agreement, dated as of July 17, 1984,
between the County and the Underwriter.
"Bank" means The Long-Term Credit Bank of Japan,
Ltd.
"Bank Notes" means notes of the County issued
pursuant to the Credit Agreement, evidencing the obligation
of the County to repay an Advance from the Bank to the County.
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"Board" means the Board of Supervisors of the
County of Contra Costa.
"Business Day" means a day on which banks in
California and New York City are not required or authorized
to remain closed and on which The New York Stock Exchange is
not closed.
"County" means the County of Contra Costa, the
issuer of the Notes hereunder.
"Credit Agreement" means the Credit Agreement,
dated as of July 1, 1984, between the County and the Bank.
"Fiscal Agent" means Bank of America National Trust
and Savings Association having its principal corporate trust
office in San Francisco, California.
"Fiscal Year" means the fiscal year of the County
commencing July 1 and ending June 30 of the following year.
"Indexing Agent" means Kenny Information Systems,
or its successor appointed by the Board.
"Initial Rate" shall mean the rate of interest
initially borne by the Notes, as agreed upon between the
Treasurer, on behalf of the County, and the Underwriter, but
in no event to exceed ten per cent (10%) per annum.
"Interest Index" means the interest rate index
determined by the Indexing Agent in accordance with Section
3 (b) , or, if the Indexing Agent fails to compute the Interest
Index and no successor Indexing Agent has been appointed,
sixty per cent (60%) of the interest rate applicable to the
13-week United States Treasury bills on the basis of the
average per annum discount rate at which such 13-week
Treasury bills shall have been sold at the most recent United
States Treasury auction.
"Interest Payment Date" means each Wednesday (or if
such day is not a Business Day, the next succeeding Business
Day) ; provided that the first Interest Payment Date with
respect to the Notes shall be July 25, 1984.
"Interest Period" means the period commencing on
(and including) an Interest Payment Date and ending on the
day immediately preceding the next succeeding Interest
Payment Date (or, in the case of the .first Interest Period,
the period commencing on July 18, 1984 and ending on the day
immediately preceding the first Interest Payment Date.
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"Interest Rate" shall mean the Initial Rate as
adjusted from time to time to the Adjusted Rate.
"Line of Credit" means the line of credit
established by the Bank pursuant to the Credit Agreement.
"Munifacts Wire" means the electronic wire service
offered by The Bond Buyer known as "Munifacts" which provides
information on municipal securities to the subscribers
thereof.
"Note" or "Notes" means the 1984-1985 Short Term
Optional Put Tax and Revenue Anticipation Notes authorized to
be issued hereunder.
"Noteholder" means the registered owner of the Note..
"Outstanding, " when used as of any particular time
with reference to Notes, means all Notes theretofore, or
thereupon being, authenticated and delivered pursuant to this
Resolution except (1) Notes theretofore cancelled or
surrendered for cancellation; (2 ) Notes with respect to which
all liability of the County shall have been discharged in
accordance with Section 3(c) or 3 (e) ; and (3 ) Notes for the
transfer or exchange of or in lieu of or in substitution for
which other Notes shall have been authenticated and delivered
pursuant to this Resolution.
"Paying Agent" means BankAmerica Trust Company of
New York, initially acting as paying agent and registrar
hereunder and having a principal office in New York, New York.
"Treasurer" means the Treasurer-Tax Collector of
the County.
"Underwriter" means Bank of America National Trust
and Savings Association, the purchaser of the Notes issued
hereunder and the remarketing agent for such Notes, or its
successors or assigns.
"Unrestricted Revenues" means taxes, income,
revenue, cash receipts, and other moneys which are received
for the General Fund of the County during or attributable to
Fiscal Year 1984-1985 and which are generally available for
the payment of current expenses and other obligations of the
County.
Section 3 . Terms of the Notes.
(a) Authorization of Issuance. Solely for the
purpose of anticipating taxes, income, revenue, cash receipts
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and other moneys to be received by the County for the General
Fund of the County during or attributable to Fiscal Year
1984-1985, and not pursuant to any common plan of financing,
the County hereby authorizes the borrowing of the aggregate
principal sum of Sixty-Five Million Dollars ($65,000, 000) by
the issuance of temporary notes under Sections 53850 et seq.
of the Government Code of the State of California, generally
designated as the "1984-1985 Short Term Optional Put Tax and
Revenue Anticipation Notes. "
(b) Denominations, Maturity, Payment and
Determination of Interest Rates. The Notes shall be in the
denomination of $100, 000 or any integral multiple thereof,
shall be dated as of July 18, 1984, shall mature on July 31,
1985 and .shall bear interest from the Interest Payment Date
next preceding the date of authentication thereof, unless
(i ) such date of authentication shall be prior to the first
Interest Payment Date, in which case it shall bear interest
from July 18, 1984 or (ii ) such date of authentication shall
be an Interest Payment Date to which interest on the Notes
has been paid in full or duly provided for, in which case
such Notes shall bear interest from such date of
authentication; provided, however, that if, as shown by the
records of the Paying Agent, interest on the Notes shall be
in default, Notes issued in exchange for Notes surrendered
for transfer or exchange shall bear interest from the last
date to which interest has been paid in full on the Notes or,
if no interest has been paid on the Notes, from July 18,
1984. Interest shall be payable on each Interest Payment
Date at the applicable Interest Rate for the Interest Period
terminating on the day immediately preceding such Interest
Payment Date, computed on a 365-day year basis and actual
days elapsed from and including the preceding Interest
Payment Date to which interest has been paid. On each
Interest Payment Date, the Paying Agent shall pay accrued and
unpaid interest for each Interest Period by check or draft
mailed to the owner of each Note in whose name such Note is
registered on the registration books of the Paying Agent at
10: 00 a.m. , New York City time, on such Interest Payment Date
(except that in the case of the tender of a Note pursuant to
Section 3 (c) , interest shall be paid as provided in that
section) . The offer and sale or repurchase of any Note as
contemplated by Section 3(c) , shall cause the purchaser or
the Underwriter, as the case may be, to be recognized as the
holder of record of the Notes so offered and sold or
repurchased as of 10:01 a.m. , New York City time, on such
Interest Payment Date.
The principal of the Notes shall be payable at
maturity, only to the registered owner thereof upon surrender
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thereof, in lawful money of the United States of America, at
the principal office of the Paying Agent. .
(i ) Interest Index. The Interest Index shall
be based on not less than twenty (20) component issuers
selected by the Indexing Agent which have outstanding one or
more issues of securities the interest on which is exempt
from federal income taxation, which may include, without
limitation, issues of commercial paper, project notes, bond
anticipation notes, revenue anticipation notes and tax
anticipation notes. So long as the Notes are rated by either
Moody' s Investors Services, Inc. ( "Moody' s" ) or Standard &
Poor' s Corporation ( "S&P" ) in its highest short-term rating
category, each component issuer must either have outstanding
(i ) securities rated by either Moody' s or S&P in its highest
note or commercial paper rating category (and no securities
rated by either Moody' s or S&P in any lower rating category)
or unrated project notes guaranteed by an agency of the
United States of America, or (ii ) securities rated by either
Moody' s or S&P in either of its two highest long-term rating
categories (and no securities rated by either Moody' s or S&P
in any lower rating category) and either (A) have no
outstanding notes or commercial paper, or (B) have
outstanding notes or commercial paper none of which is rated
by either Moody' s or S&P. In the event that the Notes are
not rated by either Moody' s or S&P in the highest short-term
rating category of such rating agency, the Interest Index
shall thereafter be based on component issuers whose
outstanding securities, in the judgment of the Indexing
Agent, carry ratings by Moody' s or S&P that are comparable to
those carried by the Notes. With respect to each component
issuer, the Indexing Agent shall make a judgment as to the
rate of interest per annum required on the date of
computation to sell at one hundred per cent (100%) of the
principal amount thereof an obligation of such issuer the
interest on which is exempt from federal income taxation and
having a 30-day maturity, and the Interest Index shall be the
average of the rates of interest so calculated. Such
calculation with respect. to each component issuer shall be
based solely on the creditworthiness of the issuer itself and
shall not be based on the creditworthiness of any other
entity, including, without limitation, the guarantor of any
issue or the owner, user or other beneficiary of facilities
financed with obligations issued by such issuer. The
specific component issuers may be changed from time to time
by the Indexing Agent in its discretion, and notice of any
such changes shall be promptly given to the County, the
Paying Agent and the Underwriter.
(ii ) Interest on the Notes. For the Interest .
Period commencing on July 18, 1984 and ending on the day
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immediately preceding the first Interest Payment Date, the
Notes shall bear interest at the Initial Rate for the Notes.
With respect to each Interest Period thereafter, the rate may
be adjusted, effective each Interest Payment Date, to the
Adjusted Rate. The Adjusted Rate shall be determined as
follows: The Indexing Agent shall compute the Interest Index
on Monday, July 16, 1984, and, thereafter, on each Monday (or
if such Monday is not a Business Day, on the next succeeding
Business Day) prior to each Interest Payment Date with
respect to the Notes, and shall provide such Interest Index
to the County and the Underwriter. On the Wednesday (or if
such day is not a Business Day, on the next succeeding
Business Day) of the week preceding the week in which falls
the first Interest Payment Date, and thereafter on each
Interest Payment Date with respect to the Notes, the
Underwriter, having due regard to prevailing financial market
conditions, shall determine the rate which, if borne by the
Notes, would, in its judgment, be the interest rate, but
would not exceed the interest rate, which would enable the
Underwriter to market the Notes on the next succeeding
Interest Payment Date at a price equal to one hundred per
cent ( 100%) of the principal amount thereof, and the interest
rate so determined shall be the interest rate for the
Interest Period commencing on such next succeeding Interest
Payment Date; provided that the Adjusted Rate so determined
shall not be more than one hundred ten per cent ( 110%) , nor
less than ninety per cent (90%) , of the Interest Index so
provided; and further provided that the Interest Rate shall
not exceed the maximum interest rate permitted by law. The
Underwriter shall disseminate such Adjusted Rate on the
Munifacts Wire on the date it is determined and also shall
give telephonic notice (confirmed by written notice) to the
County, the Paying Agent and the Fiscal Agent of such
Adjusted Rate..
(c) Tender for Purchase by Noteholder. Any
registered owner of a Note shall have the right to tender
such Note, or any $100,000 portion thereof, for purchase by
the Underwriter according to the terms of the Agreement on
any Interest Payment Date by (i ) giving telephonic notice to
the Paying Agent prior to 10:00 a.m. New York City time on
the Monday (or if such Monday is not a Business Day, on the
next succeeding Business Day) next preceding such Interest
Payment Date and (ii) delivering such Note, with the Election
Notice, on the reverse thereof, completed and signed by the
Noteholder or his duly authorized representative, to the
Paying Agent prior to 10:00 a.m. New York City time on such
Interest Payment Date. Such Election Notice shall be
substantially in the form of Exhibit B attached hereto. The
Paying Agent shall notify, by telephone, the County and the
Underwriter upon receipt of each telephonic notice of
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tender. Upon the receipt of such notification, the
Underwriter will use its best efforts to offer for sale and
to sell each Note or portion thereof for which a telephonic
notice of tender has been given, at one hundred per cent
( 100%) of the principal amount thereof, for delivery on such
Interest Payment Date. If on such Interest Payment Date the
Underwriter has not been able to arrange for the resale, at
one hundred per cent ( 100%) of the principal amount thereof,
of all Notes or portions thereof for which Noteholder' s
Election Notices have been filed with the Paying Agent, the
Underwriter, pursuant to and subject to the terms and
conditions of the Agreement, shall purchase, at one hundred
per cent ( 100%) of the principal amount thereof, the
aggregate principal amount of Notes or portions thereof which
have not been remarketed by 12 : 30 p.m. , New York City time,
on such Interest Payment Date. The Paying Agent shall pay to
each registered owner of any Note or portion thereof for
which a Noteholder' s Election Notice has been filed, against
delivery of such Note, in immediately available funds, the
principal amount thereof tendered for purchase and interest
thereon to such Interest Payment Date by check or draft
delivered to or upon the order of such registered owner.
Funds for the payment of such principal amount shall be
advanced by the Underwriter to the Paying Agent at 10:00 a.m.
(New York City time) on such Interest Payment Date and shall,
if the Underwriter is able to remarket such Note, be
reimbursed to the Underwriter from the proceeds of such
remarketing. Nothing contained herein or in the Agreement
shall obligate the County to repurchase any Notes tendered
for purchase,' such obligation being only that of the
Underwriter and then only in accordance with the terms of the
Agreement.
(d) Registration, Transfer, and Replacement of
Notes. Any Note may, in accordance with its terms, be
transferred, upon the books required to be kept by the Paying
Agent pursuant to the provisions 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, accompanied by delivery of a written instrument
of transfer, duly executed in a form approved by the Paying
Agent. Transfer of a Note shall not be permitted with
respect to any Note or Notes or portions thereof for which a
notice of tender of purchase has been given in accordance
with Section 3 (c) .
Whenever any Note shall be surrendered for transfer
or tendered for payment in accordance with Section 3(c) , the
County shall execute and the Paying Agent shall authenticate,
if required, and deliver a new Note or Notes of authorized
denominations and for a like aggregate principal amount. The
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Paying Agent shall require the Noteholder requesting such
transfer to pay any tax or other governmental charge required
to be paid with respect to such transfer. _
The Paying Agent will keep or cause to be kept, at
its principal office in New York, New York, sufficient books
for the registration and transfer of the Notes, which shall
at all times be open to inspection by the County. Upon
presentation for such purpose, the Paying Agent shall, under
such reasonable regulations as it may prescribe, register or
transfer or cause to be registered or transferred, on such
books, Notes as hereinbefore provided.
If any Note shall become mutilated, the County, at
the expense of the owner of said Note, shall execute, and the
Paying Agent shall thereupon authenticate and deliver a new
Note of like tenor and number in exchange and substitution
for the Note so mutilated, but only upon surrender to the
Paying Agent of the Note so mutilated. Every mutilated Note
so surrendered to the Paying Agent shall be cancelled by it
and delivered to, or upon the order of, the County. If any
Note shall be lost, destroyed or stolen, evidence of such
loss, destruction or theft may be submitted to the County and
the Paying Agent and, if such evidence be satisfactory to
both and indemnity satisfactory to them shall be given, the
County, at the expense of the owner, shall execute, and the
Paying Agent shall thereupon authenticate and deliver a new
Note of like tenor and number in lieu of and in substitution
for the Note so lost, destroyed or stolen (or if any such
Note shall have matured or shall be about to mature, instead
of issuing a substitute Note, the Paying Agent may pay the
same without surrender thereof) . The Paying Agent may
require payment of a sum not exceeding the actual cost of
preparing each new Note issued pursuant to this paragraph and
of the expenses which may be incurred by the County and the
Paying Agent in the premises. Any Note issued under these
provisions in lieu of any Note alleged to be lost, destroyed
or stolen shall constitute an original additional contractual
obligation on the part of the County whether or not the Note
so alleged to be lost, destroyed or stolen be at any time
enforceable by anyone, and shall be entitled to the benefits
of this Resolution with all other Notes secured by this
Resolution.
Prior to the transfer of any Note in accordance
with the provisions hereof, the County and the Paying Agent
may treat the person in whose name any Note is registered as
the owner of such Note for the purpose. of receiving payment
of principal of and interest on such Note and for all other
purposes whatsoever, and neither the County, nor the Paying
Agent shall be affected by notice to the contrary.
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All Notes surrendered for payment or registration
of transfer, if surrendered to any person..other than the
Paying Agent, shall be delivered to the Paying Agent and -
shall be promptly cancelled by it. The County may at any
time deliver to the Paying Agent for cancellation any Notes
previously authenticated and delivered hereunder which the
County may have acquired in any manner whatsoever, and all
Notes so delivered shall promptly be cancelled. by the Paying
Agent. No Note shall be authenticated in lieu of or in
exchange for any Notes cancelled as provided herein, except
as expressly permitted hereunder. All cancelled Notes held
by the Paying Agent shall be disposed of as directed by the
County.
(e) Acceleration of Notes. If the County fails to
pay interest on the Notes on any Interest Payment Date and
such failure continues for a period of five Business Days,
all Notes shall become due and payable on the second Interest
Payment Date following the end of such grace period. Notice
of such acceleration of maturity of the Notes shall be ,given
by the County which notice shall specify the date on which
all Notes shall mature. Notice of acceleration of maturity
shall be deemed given when deposited in the U. S. Mail, first
class postage prepaid, addressed to the Paying Agent and to
each registered owner at the address shown on the books of
registration maintained by the Paying Agent for that purpose,
or if there is no such address, care of the Paying Agent.
Any failure to receive such notice or any defect therein
shall not affect the accelerated maturity date of the Notes.
The amount payable by the County on acceleration of the Notes
shall be the principal amount of the Notes, without any
premium or penalty, plus accrued and unpaid interest to the
date specified in such notice as the date of maturity., The
Notes shall bear interest until paid at the rate of interest
in effect on the date of such default in the payment of
interest. If the County has insufficient available funds to
pay the principal of and interest on the Notes upon
acceleration, the County hereby covenants to take all action
on its part required to obtain an Advance contemplated by
Section 14 to make up any deficiency and to. cause such
advance to be deposited directly with the Paying Agent. If
on the maturity date specified in the notice the County
deposits or causes to be deposited with . the Paying Agent, in
immediately available funds, a sum sufficient to pay the
aggregate principal amount of Notes Outstanding and interest
thereon to the date specified in the notice, then interest on
such Notes shall cease to accrue from and after such date and
the obligation of the County with respect to such Notes shall
be discharged and thereafter such 'Notes shall be payable only
from the moneys on deposit therefor with the Paying Agent.
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Section 4. .Form of Notes. The Notes shall be
issued only in fully registered form, without coupons. The
Notes 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.
Section 5 . Use of Proceeds. The moneys borrowed
under the Notes shall be deposited in the General Fund of the
County and used and expended by the County for any purpose
for which it is authorized to expend funds from the General
Fund of the County.
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Section 6. Repayment Pledge.
(a) The principal amount of the Notes, together
with the interest thereon, shall be payable from taxes,
income, revenue, cash receipts and other moneys which are
received by the County for the General Fund of the County
during or attributable to Fiscal Year 1984-1985 .
As security for the payment of principal of and
interest on the Notes, the County hereby pledges the
following: the first $35, 000, 000 of Unrestricted Revenues
received in the accounting period ending January 11, 1985;
the first $5, 000, 000 of Unrestricted Revenues received in the
accounting period ending February 12, 1985 (plus the amount
of any deficiency in the amount deposited in the "Repayment
Fund" as hereinafter defined during the accounting period
ending January 11, 1985) ; the first $5,000, 000 of
Unrestricted Revenues received in the accounting period
ending March 12, 1985 (plus the amount of any deficiency in
the amount deposited in the Repayment Fund during the
accounting period ending February 12, 1985) ; the first
$5, 000, 000 of Unrestricted Revenues received in the
accounting period ending April 11, 1985 (plus the amount of
any deficiency in the amount deposited in the Repayment Fund
during the accounting period ending March 12, 1985) ; the
first $15, 000, 000 of Unrestricted Revenues received on or
after April 12, 1985 (plus the amount of any deficiency in
the amount deposited in the Repayment Fund during the
accounting period ending April 11, 1985) , together with an
amount sufficient to pay interest then remaining to be paid
on all Notes at maturity (at an assumed Interest Rate of 12%
per annum) , ( such pledged amounts being hereinafter called
the "Pledged Revenues" ) . If such moneys are insufficient to
fully fund this pledge by May 13, 1985, the County hereby
covenants that it will take all action on its part required
to obtain an Advance contemplated by Section 14 to make up
any deficiency (such Advance being hereinafter called the
"Other Pledged Moneys" ) .
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(b) As security for the payment of principal of
and interest on the Bank Notes, if any (and subject to
obtaining an Advance) , the County hereby pledges (the "Bank _
Pledge" ) all Unrestricted Revenues received by the County on
or after the date any Bank Note is issued up to an amount
necessary to pay principal of and interest on the outstanding
Bank Notes (estimated at a rate of 12% per annum) at
maturity, provided, however, that during each of the
accounting periods specified in paragraph (a) of Section 6
above and on or after April 12, 1985 such pledge shall be
funded only after the amount of Pledged Revenues required to
be deposited in such period or on or after such date has been
deposited in full in the Repayment Fund.
Section 7 . Repayment Funds.
(a) Repayment Fund. At intervals of at least
every five Business Days during the accounting period in
which received, commencing on the tenth such Business Day,
the Pledged Revenues shall be deposited by the County with,
and held in trust by, the Fiscal Agent, as hereinafter
appointed, in a special fund designated the 1984-1985 Note
Repayment Fund (the "Repayment Fund" ) and shall be applied as
directed in this Resolution. The Other Pledged Moneys, if
any, shall be deposited by the Bank directly into the
Repayment Fund on the date the same are advanced by the Bank
pursuant to the Credit Agreement. The principal of and
interest on the Notes shall constitute a first lien and
charge on amounts deposited in the Repayment Fund; any money
deposited in the Repayment Fund shall be for the ratable
benefit of the holders of the Notes. Until the Notes and all
interest due are paid in full or until provision has been
made for the payment in full of the principal of and interest
on the Notes, the moneys in the Repayment Fund shall be
applied only for the purposes for which the same was
created. On each Interest Payment Date after May 13, 1985,
the Fiscal Agent shall transfer to the Paying Agent the
amount necessary to pay interest on the Notes on such
Interest Payment Date. On the maturity date of the Notes the
amount of money in the Repayment Fund necessary to pay
principal of and interest on the Notes shall be transferred
to the Paying Agent. Any excess amount remaining in such
fund shall be transferred to the Bank Note Repayment Fund.
(b) Bank Note Repayment Fund. On or after the
date of issue of any Bank Note and at intervals of each three
Business Days thereafter, Unrestricted Revenues forming a
part of the Bank Pledge shall be deposited by the County
with, and held in trust by the Fiscal Agent, in a special
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fund designated the "Bank Note Repayment Fund" (the "Bank
Note Repayment Fund" ) and shall be applied as directed in
this Resolution, subject in all instances to funding the -
pledge in the amounts and at the times required by
Section 6(a) (whether through Pledged Revenues or Other
Pledged Moneys) and subject further to the County' s obtaining
an Advance under the Credit Agreement. The principal of and
interest on the Bank Notes shall constitute a first lien and
charge on amounts deposited in the Bank Note Repayment Fund;
any money deposited in the Bank Note Repayment Fund shall be
for the ratable benefit of the holders of the Bank Notes.
Until the Bark Notes and all interest due thereon are paid in
full or until provision has been made for payment in full of
the principal thereof and interest thereon, the moneys in the
Bank Note Repayment Fund shall be applied only for the
purpose for which the same was created. The Treasurer shall
arrange for transfer to the Bank of moneys from the Bank Note
Repayment Fund when the same has sufficient funds therein to
pay the principal of and interest, to the date of such
payment, on the Bank Note which has been outstanding for the
longest period of time, at which time such Bank Note shall be
prepaid. In this manner, the County will prepay the Bank
Notes in the order in which they are issued.
(c) Investment. Moneys in each of the Repayment
Fund and the Bank Note Repayment Fund shall be invested as
permitted by Section 53601 of the Government Code, provided
that no moneys shall be invested in investments permitted by
subsection (h) (except that moneys may be invested in
negotiable certificates of deposit of the fifty largest banks
in the United States or domestic subsidiaries of the largest
fifty world banks, so long as such world banks are domiciled
in the following countries: Western Hemisphere - United
States and Canada; Europe - France, Germany (West) ,
Netherlands, Norway, Sweden, Switzerland and the United
Kingdom; Asia - Australia and Japan, as ranked by size of
deposits) and subsection (i ) (to the extent that subsection
(i ) applies to reverse repurchase agreements) of said
Section 53601, and further provided, however, that moneys in
the said Funds may be invested in any legal investment not
specified herein if the Bank consents to such investment.
Investments in the Repayment Fund and Bank Note Repayment
Fund shall not have maturity dates later than the maturity
date of the Notes and Bank Notes, respectively. The proceeds
of any such investments shall be retained by the Fiscal Agent
in the Fund from which the related investment was made until
the principal of all of the Notes or Bank Notes, as the case
may be, and the unpaid interest thereon shall have been fully .
paid or until provision shall have been made for such
payment, at which time any excess amount shall be transferred
to the General Fund of the County.
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Section 8. Fiscal Agent. Bank of America National
Trust and Savings Association in San Francisco, California,
is hereby appointed fiscal agent for the Notes (the "Fiscal
Agent" ) . Funds held by the Fiscal Agent in the Repayment
Fund and Bank Note Repayment Fund shall be held and invested
as herein provided. The form of Fiscal Agency Agreement
attached hereto as Exhibit C is hereby approved, and the
Treasurer is hereby authorized to execute and directed to
execute the same substantially in the form attached with such
changes as he deems necessary.
Section 9 . Execution of Notes. The Treasurer is
hereby authorized to sign the Notes by use of his facsimile
signature, and the Clerk of the Board of Supervisors of the
County is hereby authorized to countersign the Notes by use
of his facsimile signature and to affix the seal of the Board
thereto by facsimile impression thereof, and said officers
are hereby authorized to cause the blank spaces thereof to be
filled in as may be appropriate. The Notes shall not be
valid, however, unless and until the Paying Agent shall have
manually authenticated such Notes.
Section 10. Validity of Proceedings. It is hereby
covenanted and warranted by the County that all
representations and recitals contained in this Resolution are
true and correct, and that the County, and its 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 levy, collection and
enforcement of the taxes, revenue, income, cash receipts and
other moneys pledged hereunder in accordance with law and for
carrying out the provisions of this Resolution.
Section 11 . Tax Covenants. The Board, as issuer
of the Notes on behalf of the County, hereby covenants that
it will make no use of the proceeds of the Notes which would
cause the Notes to be "arbitrage bonds" under Section 103 (c)
of the Internal Revenue Code of 1954, as amended; and, to
that end, so long as any of the Notes are outstanding, the
Board, with respect to the proceeds of the Notes, and all
officers having custody or control of such proceeds, shall
comply with all requirements of said section and the
regulations of the United States Department of the Treasury
thereunder, to the extent that such regulations are, at the
time, applicable and in effect, so that the Notes will not be
"arbitrage bonds. "
Section 12 . Paying Agent and Registrar.
BankAmerica Trust Company of New York, New York, New York is
hereby designated as registrar and paying agent for the
payment of principal of and interest on the Notes. The
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County hereby directs and authorizes the payment by the
Paying Agent of the interest on and principal of the Notes
when such become due and payable, from an account held by the _
Paying Agent in the name of the County in the manner set
forth herein. The County hereby covenants to deposit funds
in such account at such times and in such amounts to provide
sufficient moneys to make interest payments on each Interest
Payment Date and to pay the principal of and interest on the
Notes on the day on which they mature. If the County has
insufficient available funds to deposit the amount required
on any Interest Payment Date, the County hereby covenants to
take all action on its part required to obtain an Advance
contemplated by Section 14 to make up any deficiency and to
cause such advance to be deposited directly with the Paying
Agent. Payment of the Notes shall be in accordance with the
terms of the Notes and this Resolution.
This appointment shall not preclude the County from
removing the Paying Agent and appointing one or more
successors thereto, or appointing additional financial
institutions to act as paying agent or registrar, all without
notice to or the consent of the registered owner of any
Note. Any such successor paying agent shall be a bank or
trust company with offices in New York, New York acceptable
to the County and the Underwriter.
Section 13 . Purchase and Remarketing Agreement.
The Agreement will be entered into with the Underwriter,
substantially in the form attached hereto as Exhibit D,
whereby the Underwriter shall purchase the Notes from the
County and purchase or remarket the Notes as more
particularly set forth therein. Such Agreement is hereby
approved and the Treasurer- of the County is hereby authorized
and directed to execute the Agreement with such completions,
insertions and changes as he deems necessary provided that
the amount of the Initial Rate designated therein shall not
exceed 10%.
Section 14. Credit Agreement and Advances. The
Credit Agreement, substantially in the form attached hereto
as Exhibit E, will be entered into with the Bank whereby the
Bank will provide Advances to the County, subject to the
conditions contained therein and as described further below,
in an aggregate amount not to exceed at any time outstanding
$67,297, 000 (as agreed upon by the Treasurer on behalf of the
County and the Bank as specified in the Credit Agreement) for
the purpose of paying the principal of and interest on the
Notes upon the acceleration of the maturity date of the Notes
as contemplated by paragraph (e) of Section 3 hereof, for the
purpose of funding any unfunded portion of the pledge
contemplated by paragraph (a) of Section 6 hereof, and for
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the purpose of providing sufficient funds for the payment of
interest as contemplated by Section 12 hereof, provided, that
in no event shall the aggregate amount of outstanding
Advances to the County solely for the payment of interest, as
contemplated by Section 12, exceed at any one time $608,000
and, provided further, that the aggregate principal amount of
an Advance for payment of the principal of and interest on
the Notes upon acceleration of maturity or for the funding of
the Repayment Fund shall not exceed $66, 689, 000. The
aggregate amount of Advances is in addition to the authorized
issue of Notes pursuant to Section 3(a) .
The Credit Agreement is hereby approved, and the
Treasurer and each and every Authorized Officer, as defined
in the Credit Agreement, is hereby severally authorized and
directed to execute the Credit Agreement substantially in the
form attached with such changes as the executing officer
deems necessary except that the maximum commitment fee agreed
upon by the Treasurer on behalf of the County shall not
exceed 1/10th of 1% of the total amount of the Credit and
Interest Credit (as defined therein) , to execute and deliver
Bank Notes evidencing the obligation to repay Advances not
exceeding at any time outstanding $67,297, 000, substantially
in the form of Exhibit B attached to the Credit Agreement,
and to execute and deliver any other documents required
thereunder.
The Board, as issuer of the Notes on behalf of the
County, hereby covenants that the Credit Agreement or a
revolving credit agreement providing the equivalent security
as the Credit Agreement will remain in effect during the term
of the Notes.
Section 15. Approval of Official Statement. . The
form of Official Statement relating to the Notes, attached
hereto as Exhibit F, in substantially in the form presented
to this meeting, is hereby approved with such additions,
changes and corrections as the Treasurer may approve upon
consultation with the County' s Bond Counsel; the distribution
of said Official Statement in preliminary form is hereby
ratified; and the Treasurer and the Underwriter are hereby
authorized to distribute copies of said Official Statement in
final form in connection with the offering and sale of the
Notes.
Section 16. Repeal of Prior Resolution.
Resolution No. 84-377, adopted by the Board on June 26, 1984
is hereby repealed.
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PASSED AND ADOPTED by the Board of Supervisors of
the County of Contra Costa this LZa day of July, 1984, by
the following vote: _
AYES: Supervisors ers, J- ahde,? Se_hrade�� �or /�lcss--2
NOES: I&I e,
ABSENT: S�, �ev��sur '7j1 e-�es `-
Chairman of the Board of Supervisors
of the County of Contra Costa
( Seal )
Attest �P (� / SSoo,, eler,AZ
CFerW of the Board of Supervisors
of the County of Contra Costa
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