HomeMy WebLinkAboutRESOLUTIONS - 06101986 - 86-333 11033 t JHHW:EME.pab 052886 P1962
RESOLUTION NO. 3
I
RESOLUTION OF THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY
PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL YEAR
1986-1987 AND THE ISSUANCE AND SALE OF 1986 TAX AND
REVENUE ANTICIPATION NOTES THEREFOR
WHEREAS, pursuant to Sections 53850 et seq. of the Government Code of the State of California
(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; and
WHEREAS, pursuant to said Sections of the Government Code, such notes shall be issued in the
name and on behalf 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
I
WHEREAS, the Board of Trustees of the Antioch Unified School District (the "District") has
heretofore adopted its Resolution No. 85-86.25 on May 28, 1986, finding and determining that it is
desirable that the District borrow funds in an amount not to exceed 54,500,000 with respect to the
fiscal year 1986-1987 for authorized purposes of the District, and requesting that the Board of
Supervisors (the "Board") of Contra Costa County for that purpose authorize the issuance of and offer
for sale tax and revenue anticipation notes in the name and on behalf of the District in the principal
amount of not to exceed $4,500,000, under and pursuant to the provisions of the Law; and
WHEREAS, the Board approves said request of the Board of Trustees of the District,
NOW, THEREFORE, the Board of Supervisors of Contra Costa County hereby finds, determines,
declares and resolves 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. Issuance and Terms of Notes. Solely for the purpose of providing moneys to the
District with respect to fiscal year 1986-1987 for any purpose for which the District is authorized to
spend moneys, the Board hereby determines to and shall borrow the aggregate principal amount of not
to exceed Four Million Five Hundred Thousand Dollars (54,500,000) in the name and on behalf of the
District by the issuance of temporary notes under Sections 53850 et seq. of the Government Code of
the State of California, designated "Antioch Unified School District 1986 Tax and Revenue Anticipation
Notes" (the "Notes"). The Notes shall be numbered from 1 consecutively upward in order of
issuance, shall be dated the date specified in the Contract of Purchase (the "Contract of Purchase") by
and between the District and Kelling, Northcross & Nobriga Incorporated and the co-underwriter who
shall be designated in the Contract of Purchase (collectively, the "Underwriters"), shall mature on the
date specified in the Contract of Purchase, which maturity date shall be not more than one year from
the date of the Notes, and shall bear interest, payable at maturity and computed on a 30-day '
month 360-day year basis, at the rate set forth in the Contract of Purchase. Both the principal of and
interest',on the Notes shall be payable, only upon surrender thereof, in lawful money of the United
States of America, at the principal corporate trust office of the paying agent specified in the Contract of
Purchase >i
Section 3. Form of Notes. The Notes shall be issued without coupons and shall be substantially t
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.
II
i
I
I
II
i
Section 4. Use of Proceeds. The moneys so borrowed shall be deposited in the Treasury of
Contra Costa County to the credit of the District, to be withdrawn and used and expended by the
District for any purpose for which it is authorized to expend moneys, including, but not limited to,
current expenses, capital expenditures and the discharge of any obligation or indebtedness of the
District.)
Section 5. 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 fiscal year
1986-1987 and which are lawfully available in said fiscal year for the payment of the Notes and the
interest, thereon; except, however, for moneys which, when received by the District, will be
encumbered for any special purpose. As security for the payment of the principal of and interest on
the Notes the District hereby pledges "unrestricted moneys", as hereinafter defined, (a) in an amount
equal to 50% of the aggregate principal amount of the Notes, to be received in December 1986, (b) in
an amount equal to 50% of the aggregate principal amount of the Notes, to be received in April 1987,
and (c) !in an amount equal to all interest due on the Notes at maturity, to be received in May 1987,
(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 payable from the
PledgedRevenues. 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. If there are insufficient unrestricted
moneys received by the District to permit the deposit into the Repayment Fund, as hereinafter defined,
of the full amount of the Pledged Revenues to be deposited in any month by 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, cash receipts, and other moneys intended
as receipts of the District for fiscal year 1986-1987 and which are generally available for the payment
of current expenses and other obligations of the District.
Section 6. Paying Agent. The Paying Agent designated in the Final Official Statement relating to
the Notes shall act as paying agent of the District for the purpose of paying to the Noteholders upon
presentation thereof, at the principal corporate trust office or offices of the Paying Agent designated in
the Contract of Purchase, both the principal of and interest on the Notes at maturity and to perform
such other duties and powers of the Paying Agent as are prescribed in this Resolution. Said Paying
Agent shall be compensated for said services in accordance with the terms of said Paying Agent's
written proposal to the District.
Section 7. Repayment Fund. The Pledged Revenues shall be held on behalf of the District by
the County in a special fund designated "Antioch Unified School District 1986 Tax and Revenue
Anticipation Note 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 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.
I
From,the date this Resolution takes effect, all Pledged Revenues shall, during the months in which
received,Ibe deposited in the Repayment Fund. On the maturity date of the Notes, the moneys in the
Repayment Fund shall be transferred by the County to the Paying Agent and used, to the extent
necessary, to pay the principal of and interest on 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, at the request of the District, be transferred to the District.
i
Section 8. Deposit and Investment of Fund. All moneys held on behalf of the District by the
County ini the Repayment Fund, if not invested, shall be held in time or demand deposits of public
funds and shall be secured at all times by bonds or other obligations which are authorized by law as
security for public deposits, of a market value at least equal to the amount required by law.
-2-
Moneys in the Repayment Fund, to the greatest extent possible, shall be invested in investment
securities by the appropriate officer of the County, as permitted by the laws of the State of California
as now in effect and as hereafter amended, modified or supplemented from time to time, and the
proceeds of any such investments shall be deposited in the Repayment Fund and shall be part of the
Pledged Revenues.
Section 9. Execution of Notes. The Notes shall be executed in the name and on behalf of the
District, with the manual signature of the Treasurer.Tax Collector of the County or one or more of his
duly authorized deputies and the facsimile counter-signature of the Clerk of the Board of Supervisors
with the seal of the Board impressed thereon.
Section 10. Covenants and Warranties. It is hereby covenanted and warranted by the Board
that all'representations and recitals contained in this Resolution 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 and on behalf 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 11. Arbitrage Covenant. This Board,.as governing body of Contra Costa County and as
the issuer of the Notes, hereby covenants that the Board will not make any use of the proceeds of the
Notes which, if such use had been made of such proceeds on the date of issuance of the Notes,
would have caused 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 of 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. Sale of Notes. The Notes are hereby authorized to be sold to the Underwriters
pursuant to and in accordance with the Contract of Purchase, to be dated as of the date of execution
thereof by the District, by and between the District and the Underwriters in substantially the form on file
with the ,County Treasurer Tax Collector and the Clerk of the District. Said form of Contract of
Purchase,is hereby approved, and the Clerk of the Board is hereby authorized and directed to execute
the Contract of Purchase for and in the name and on behalf of the District, upon presentation by the
Underwriters to the Board of a rate of interest acceptable to the County Treasurer/Tax Collector, with
the approval of any authorized officers of the District, but said interest rate not to exceed eight percent
(8%) per annum.
Section 13. Official Statement. The Board hereby approves the preliminary official statement
describingi the Notes, in substantially the form submitted by the Underwriters and on file with the Clerk
of the Board and the Clerk of the District, together with any changes therein or additions thereto
deemed advisable by the County TreasurerTax Collector or any authorized officers of the District.
Distribution by the Underwriters of said preliminary official statement to prospective purchasers of the
Notes is jhereby approved, ratified and confirmed. The County Treasurer.-Tax Collector or his
authorized,designee or any authorized officers of the District are hereby authorized and directed to
approve any changes in or additions to a final form of said official statement deemed advisable by the
County TreasurerTax Collector or any authorized officers of the District.
•3.
i
. i
section 14. Agreement for Bond Counsel Services, Costs of Issuance. The Board hereby
approves that certain agreement for bond counsel services by and between the District and Jones Hall
Hill &i White, A Professional Law Corporation, in substantially the form presented at this meeting and
the Chairman of the Board or any other officer of the Board are hereby authorized and directed to sign
said agreement for and on behalf of the District. All costs incurred by the County or the District in
connection with the issuance of the Notes, including but not limited to printing of any official statement,
rating, agency costs (except rating service fees), bond counsel fees and expenses, underwriting
discount and costs, paying agent fees and expenses, the cost of printing the Notes, and any
compensation owing to any officers or employees of the County or the District for their services
rendered in connection with the issuance of the Notes, shall be payable solely from the proceeds of
the Notes.
Section 15. Preparation of Notes, Official Action. Jones Hall Hill & White, 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 Contract
of Purchase, and to procure their execution by the proper officers, and to cause the Notes to be
delivered when so executed to the purchaser or purchasers thereof upon the receipt of the purchase
price,by the Board on behalf of the District, in accordance with the Contract of Purchase.
The Chairman of the Board or any other officer of the Board are further authorized and directed to
make, execute and deliver to the purchaser 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, (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 by the Board on behalf of the District and (c) a certificate attesting to the
use of the proceeds of the.Notes, the.. investment thereof, and any other matters relating to the tax
exemption of the, Notes pursuant to Section 103(c) of the Internal Revenue Code of 1954, as amended:
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 Board are hereby authorized to execute any and all other
documents required to consummate the sale and delivery of the Notes.
PASSED AND ADOPTED by the Board of Supervisors of Contra Costa County, California, this
10 day of June, 1986, by the following vote:
AYES: Supervisors Fanden, McPeak, Schroder , Torlal-son, Powers .
i
NOES: None .
ABSENT: None .
1 hereby certify that this Is a true and correct copy of
an action taken and entered on the minutes of the
i
Board of Supervisors on the date shown.
ATTESTED:
cc : County Administrator PHIL BAT HELOR, Clerk of the Board
County Counsel of Supervisors and County Administrator
Auditor-Controller
Treasurer-T.Ax Collector
Antioch School District By , Deputy.
i,
4
• i '
EXHIBIT A
i
STATE OF CALIFORNIA
COUNTY OF CONTRA COSTA
ANTIOCH UNIFIED SCHOOL DISTRICT
1986 TAX AND REVENUE ANTICIPATION NOTE
No.
S Date: , 1986
FOR VALUE RECEIVED, Antioch Unified School District (the "District"), Contra Costa County,
State of California, acknowledges itself indebted to and promises to pay to the holder hereof, at the
principal corporate trust office of in California, the
principal sum of
DOLLARS (S )
in lawful money of the United States of America, on , 1987, together with interest thereon
at the rate of ,% per annum in like lawful money from the date hereof until payment in full of said
principal sum. Both the principal of and interest on this Note shall be payable only upon surrender of
this Note as the same shall fall due; provided, however, no interest shall be payable for any period
after maturity during which the holder hereof fails properly to,present this Note for payment.
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 (S ), all of like tenor, issued
pursuant to the provisions of a resolution of the Board of Supervisors of Contra Costa County entitled
"Resolution of the Board of Supervisors of Contra Costa County Providing for the Borrowing of Funds
for Fiscal Year 1986-1987 and the Issuance and Sale of 1986 Tax and Revenue Anticipation Notes
Therefor", duly passed and adopted on , 1986, 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
things„ conditions and acts required to exist, happen and be performed precedent to and in the
issuance of the Notes have existed, happened and 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 the
Repayment Fund of the District for fiscal year 1986-1987. As security for the payment of the principal
of and,interest on the Notes the District has pledged "unrestricted moneys", as hereinafter defined, (a)
in an amount equal to 50% of the aggregate principal amount of the Notes, to be received in
December 1986, (b) in an amount equal to 50% of the aggregate principal amount of the Notes, to be
received in April 1987, and (c) in an amount equal to all interest due on the Notes at maturity, to be
received in May 1987 (such pledged amounts being hereinafter called the "Pledged Revenues"); and
the principal of the Notes and the interest thereon shall constitute a first lien and charge thereon and
shall be payable from the Pledged Revenues, and to the extent not so paid shall be paid from any
other moneys of the District lawfully available therefor. As used herein, the term "unrestricted
moneys" means the taxes, income, revenue, cash receipts, and other moneys, intended as receipts for _
the District for fiscal year 1986-1987 and which are generally available for the payment of current
I -5-
expenses and other obligations of the District and which, when received by the District, will not be
encumbered for any special purpose.
IN WITNESS WHEREOF, the Board of Supervisors of Contra Costa County, California has caused
this Note to be executed on behalf of the District by the manual signature of its Treasurer.Tax Collector
and countersigned by the facsimile signature of the Clerk of the Board, all as of this day of
1986.
BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA
By
County Treasurer/Tax Collector
Countersigned:
Clerk of the Board of Supervisors
I
i
r
k
-6-