HomeMy WebLinkAboutRESOLUTIONS - 06031986 - 86-326 1^'1
RESOLUTION OF THE BOARD OF SUPERVISORS OF
THE COUNTY OF CONTRA COSTA
PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL
YEAR 1986-1987 AND THE ISSUANCE AND SALE OF
1986-1987 SHORT TERM OPTIONAL PUT
TAX AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLUTION NO. 86/ �1&
TABLE OF CONTENTS
Page
Section 1. Board Determination . . . . . . . . . . . 2
Section 2 . Definitions . . . . . . . . . . . . . 2
Section 3 . Terms of the Notes . . . . . . . . . 5
(a) Authorization of Issuance . . . . . 5
(b) Denominations, Maturity, Payment and
Determination of Interest Rates 6
(i ) Interest on Series A Notes 7
(ii ) Interest on Series B Notes 7
(iii ) Interest on Series C Notes 8
(iv) Interest on Series D Notes 9
(v) Interest on Series E Notes 10
(c) Tender for Purchase by Noteholder 10
(d) Registration, Transfer, and
Replacement of Notes . . . . . . . . 11
(e) Acceleration of Notes . . . . . . . 13
Section 4. Form of Notes . . . . . . . . . . . . . . 13
Section 5 . Use of Proceeds . . . . . . . . . . . . . 13
Section 6. Repayment Pledge . . . . . . . . . . 13
Section 7 . Repayment Funds . . . . . . . . . . . . . 15
(a) Establishment . . . . . . . . . . . 15
(b) Investment . . . . . . . . . . . . . 15
Section S. Fiscal Agent . . . . . . . . . , . . 16
Section 9 . Execution of Notes . . . . . . . . . . . 16
Section 10. Validity of Proceedings . . . . . . . . . 16
Section 11 . Tax Covenants . . . . . . . . . . . . . 16
Section 12 . Paying Agent and Registrar . . . . . . . 16
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Page
Section 13 . Purchase and Remarketing Agreement . . . 17
Section 14. Approval of Official Statement . . . . . 17
Exhibit A Form of Series A Note . . . . . . . . . A-1
Exhibit B Form of Series B Note . . . . . . . . . . B-1
Exhibit C Form of Series C Note . . . . . . . . . . C-1
Exhibit D Form of Series D Note . . . . . . . . . . D-1
Exhibit E Form of Series E Note . . . . . . . . . . E-1
Exhibit F Form of Election Notice . . . . . . . . . F-1
[to be printed on Note ]
Exhibit G Form of Fiscal Agency Agreement . . . . . G-1
Exhibit H Form of Contract of Purchase and
Dealer Remarketing Agreement . . . . . . H-1
Exhibit I Form of Official Statement Relating
to the Notes . . . . . . . . . . . . . . I-1
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RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF
CONTRA COSTA PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL
YEAR 1986-1987 AND THE ISSUANCE AND SALE OF 1986-1987 SHORT
TERM OPTIONAL PUT TAX AND REVENUE ANTICIPATION NOTES THEREFOR
RESOLUTION NO. 86 ' 12
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 Seventy-Five Million Dollars ($75,000,000) 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 1986-1987; and
WHEREAS, the County intends to borrow, for the
purposes set forth above, as hereinafter defined,
Seventy-Five Million Dollars ($75,000,000) 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 Seventy-Five Million Dollars
($75, 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 1986-1987, 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 1986-1987
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 (the "Agreement" ) to the Board; and
WHEREAS, the County has determined that, in order
to provide for the remarketing of the. Notes of Series A,
Series B, Series C and Series D, to reduce interest costs to
the County for such Notes and to provide liquidity and
additional security to the holders of such Notes, it is
appropriate for the County to enter into the Agreement, which
provides for the remarketing by the Underwriter of such Notes
and the purchase of such Notes under certain circumstances as
described therein; and
WHEREAS, the County desires, to enter into the
Agreement so as to provide for such remarketing, to reduce
such interest costs and to provide such liquidity and
additional security;
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:
"Accounting Period" means any of the thirteen (13)
accounting periods into which a fiscal year is divided by the
County for budgeting and financial reporting purposes.
"Adjusted 'Rate" means the interest rate per annum,
with respect to the Notes of Series A, Series B, Series C and
Series D, equal to the rate calculated in accordance with
Section 3 (b) hereof.
"Agreement" means the Contract of Purchase and
Dealer Remarketing Agreement, between the County and the
Underwriter, as executed and delivered.
"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.
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"Fiscal Agent" means First Interstate Bank of
California, having its principal corporate trust office in
San Francisco, California.
"Initial Rate" means, with respect to each series
of Notes, the rate of interest initially borne by such series
of Notes as set forth in the Agreement.
"Interest Index" means the rate of interest equal
to the bond equivalent yield of 91-day United States Treasury
bills on the basis of the average per annum discount rate at
which such 91-day Treasury bills shall have been sold at the
most recent United States Treasury auction.
"Interest Payment Date" means (i) with respect to
the Series A Notes and the Series B Notes, July 30, 1986 and
every fourth Wednesday (or if such a day is not a Business
Day, the next succeeding Business Day) thereafter; (ii ) with
respect to the Series C Notes, October 29, 1986, January 28,
1987, April 29, 1987 and July 29, 1987 (or if such a day is
not a Business Day, the next succeeding Business Day)
thereafter; (iii ) with respect to the Series D Notes,
January 7, 1987 and July 29, 1987; and (iv) with respect to
the Series E Notes, July 29, 1987 .
"Interest Payment Period" means, with respect to
any series of Notes, the period commencing on (and including)
an Interest Payment Date and ending on (and including) the
day immediately preceding the next succeeding Interest
Payment Date (or, in the case of the first Interest Payment
Period, the period commencing on (and including) July 1, 1986
and ending on (and including) the day immediately preceding
the first Interest Payment Date.
"Interest Period" means, with respect to any series
of Notes, the period commencing on (and including) a Rate
Adjustment Date and ending on (and including) the day
immediately preceding the next succeeding Rate Adjustment
Date (or, in the case of the first Interest Period, the
period commencing on (and including) July 1, 1986 and ending
on (and including) the day immediately preceding the first
Rate Adjustment Date .
"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 1986-1987 Short Term
Optional Put Tax and Revenue Anticipation Notes authorized to
be issued hereunder.
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"Noteholder" or "Holder" 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(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.
"Purchase Price" means (i ) with respect to any
Series A Notes purchased in accordance with Section 3(c)
hereof on any Rate Adjustment Date which is not an Interest
Payment Date for the Series A Notes, 100% of the principal
amount thereof plus accrued interest thereon, if any, to the
Rate Adjustment Date and (ii ) with respect to any Series A
Notes purchased in accordance with Section 3 (c) hereof on any
Rate Adjustment Date which is an Interest Payment Date for
the Series A Notes, and with respect to any Series B Notes,
any Series C Notes and any Series D Notes purchased in
accordance with Section 3 (c) hereof, 100% of the principal
amount thereof.
"Rate Adjustment Date" means (i) with respect to
the Series A Notes, July 30, 1986 and each Wednesday
thereafter and (ii ) with respect to the Series B Notes, the
Series C Notes and the Series D Notes, the Interest Payment
Date for each such series, respectively.
"Repayment Fund" means the 1986-1987 Short Term
Optional Put Tax and Revenue Anticipation Note Repayment Fund
established pursuant to Section 7 hereof.
"Series A Note" or "Series A Notes" means one or
more 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series A, authorized to be issued
hereunder.
"Series B Note" or "Series B Notes" means one or
more 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series B, authorized to be issued
hereunder.
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"Series C Note" or "Series C Notes" means one or
more 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series C, authorized to be issued
hereunder.
"Series D Note" or "Series D Notes" means one or
more 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series D, authorized to be issued
hereunder.
"Series E Note" or "Series E Notes" means one or
more 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series E, authorized to be issued
hereunder.
"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 1986-1987 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
and other moneys to be received by the County for the General
Fund of the County during or attributable to Fiscal Year
1986-1987, and not pursuant to any common plan of financing,
the County hereby authorizes the borrowing of the aggregate
principal amount of Seventy-Five Million Dollars
($75, 000, 000) by the issuance of one or more series of
temporary notes under Sections 53850 et sec. . of the
Government Code of the State of California, generally
designated as the "County of Contra Costa 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes. " The
Notes may consist of one or more series of Notes, to be
designated, if and to the extent issued, respectively (i ) the
"1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series A"; (ii ) the "1986-1987 Short Term
Optional Put Tax and Revenue Anticipation Notes, Series B" ;
(iii ) the "1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series C" ; (iv) the "1986-1987 Short Term
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Optional Put Tax and Revenue Anticipation Notes, Series D";
and (v) the "1986-1987 Short Term Optional Put Tax and
Revenue Anticipation Notes, Series E"; provided that if only
Series E Notes are issued hereunder, such the Notes shall be
designated "County of Contra Costa 1986-1987 Tax and Revenue
Anticipation Notes. " The actual series- of Notes to be issued
and the principal amount, if any, of such series shall be as
set forth in the Agreement.
(b) Denominations, Maturity, Payment and
Determination of Interest Rates. The Notes shall each be in
the denomination of $100,000, or any integral multiple
thereof, shall be dated July 1, 1986, shall mature on
July 29, 1987 and shall bear interest from the Interest
Payment Date with respect to the applicable series of Notes
next preceding the date of authentication thereof, unless
(i ) such date of authentication shall be prior to the first
Interest Payment Date with respect to such series, in which
case it shall bear interest from July 1, 1986 or (ii ) such
date of authentication shall be an Interest Payment Date with
respect to such series, 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 of any series shall be in default,
Notes of such series issued in exchange for Notes of such
series surrendered for transfer or exchange shall bear
interest from the last date to which interest has been paid
in full on the Notes of such series or, if no interest has
been paid on the Notes of such series, from July 1, 1986.
Interest on the Series A Notes, Series B Notes, Series C
Notes and Series D Notes shall be payable on each Interest
Payment Date with respect to the applicable series at the
applicable interest rate or rates for the Interest Payment
Period with respect to such series which terminates 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 with
respect to such series to which interest has been paid.
Interest on the Series E Notes shall be payable on the
Interest Payment Date for the Series E Notes at the
applicable interest rate for the Interest Payment Period with
respect to the Series E Notes, computed on the basis of a
360-day year of twelve 30-day months. On the Interest
Payment Date for each series of Notes, the Paying Agent shall
pay accrued and unpaid interest for each Interest Payment
Period with respect to the applicable series of Notes by
check or draft mailed to the Holder of each such 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. The offer and sale or repurchase
of any Note as contemplated by Section 3 (c) hereof, shall
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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
thereof, in lawful money of the United States of America, at
the principal office of the Paying Agent.
(i) Interest on Series A Notes. For the
Interest Period commencing on July 1, 1986 and ending on (and
including) July 29, 1986, the Series A Notes shall bear
interest at the Initial Rate for the Series A Notes. With
respect to each Interest Period thereafter, the rate shall be
adjusted, effective each Rate Adjustment Date with respect to
the Series A Notes, to the Adjusted Rate for the Series A
Notes. Such Adjusted Rate shall be determined as follows:
On July 28, 1986, and thereafter on each Monday (or if such
day is not a Business Day, the next preceding Business Day) ,
the Underwriter, having due regard to prevailing financial
market conditions, shall determine the rate which, if borne
by the Series A Notes, would, in its judgment, be the
interest rate, but would not exceed the interest rate, which
would enable the Underwriter to remarket the Series A Notes
on such Rate Adjustment Date at the Purchase Price, and the
interest rate so determined shall be the interest rate for
the Interest Period commencing on the next succeeding
Wednesday; provided that, if on the date of such
determination, the Underwriter holds for its own account 15%
or .more in aggregate principal amount of the Series A Notes,
the Adjusted Rate for the Series A Notes so determined shall
not be more than one hundred twenty per cent (120%) , nor less
than eighty per cent (80%) , of 75% of the Interest Index,
but, in any event, the rate which would, in its judgment,
enable the Underwriter to remarket the Series A Notes on the
next succeeding Rate Adjustment Date for the Series A Notes
at the Purchase Price. The Underwriter shall disseminate
such Adjusted Rate on the Munifacts Wire on the date it is
determined and also shall give telephonic notice
(subsequentlyconfirmed by written notice) to the County, the
Paying Agent and the Fiscal Agent of such Adjusted Rate. If
the Underwriter for any reason fails to determine the
Adjusted Rate, or if a court finds the method of determining
the Adjusted Rate set forth above to be unenforceable, the
Adjusted Rate for the Series A Notes shall be 75% of the
Interest Index as of each Rate Adjustment Date.
(ii ) Interest on Series B Notes. For the
Interest Period commencing on July 1, 1986, and ending on
(and including) the day immediately preceding the first Rate
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Adjustment Date with respect to the Series B Notes, the
Series B Notes shall bear interest at the Initial Rate for
the Series B Notes. With respect to each Interest Period
thereafter, the interest rate shall be adjusted, effective
each Rate Adjustment Date with respect to the Series B Notes,
to the Adjusted Rate for the Series B Notes. Such Adjusted
Rate shall be determined as follows: On the Monday next
preceding each Rate Adjustment Date with respect to the
Series B Notes (or if such day is not a Business Day, the
.next preceding Business Day) , the Underwriter, having due
regard to prevailing financial market conditions, shall
determine the rate which, if borne by the Series B Notes,
would, in its judgment, be the interest rate, but would not
exceed the interest rate, which would enable the Underwriter
to remarket the Series B Notes on the next succeeding Rate
Adjustment Date with respect to the Series B Notes at the
Purchase Price, and the interest rate so determined shall be
the interest rate for the Interest Period commencing on such
Interest Payment Date; provided that, if on the date of such
determination, the Underwriter holds for its own account 15%
or more in aggregate principal amount of the Series B Notes,
the Adjusted Rate so determined shall not be more than one
hundred twenty per cent (120%) , nor less than eighty per cent
(80%) , of 80% of the Interest Index, but, in any event, the
rate which would, in its judgment, enable the Underwriter to
remarket the Series B Notes on the next succeeding Rate
Adjustment Date for the Series B Notes at the Purchase
Price. The Underwriter shall disseminate such Adjusted Rate
on .the Munifacts Wire on the date it is determined and shall
also give telephonic notice (subsequently confirmed by
written notice) to the County, the Paying Agent and the
Fiscal Agent of such Adjusted Rate. If the Underwriter for
any reason fails to determine the Adjusted Rate, or if a
court finds the method of determining the Adjusted Rate set
forth above to be unenforceable, the Adjusted Rate for the
Series B Notes shall be 807, of the Interest Index as of each
Rate Adjustment Date.
(iii ) Interest on Series C Notes. For the
Interest Period commencing on July 1, 1986, and ending on
(and including) the day next preceding the first Rate
Adjustment Date with respect to the Series C Notes, the
Series C Notes shall bear interest at the Initial Rate for
the Series C Notes. With respect to each Interest Period for
the Series C Notes thereafter, the interest rate shall be
adjusted, effective each Rate Adjustment Date with respect to
the Series C Notes, to the Adjusted Rate for the Series C
Notes. Such Adjusted Rate shall be determined as follows:
On the- Monday next preceding each Rate Adjustment Date with
respect to the Series C Notes (or if such day is not a
Business Day, the next preceding Business Day) , the
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Underwriter, having due regard to prevailing financial market
conditions, shall determine the rate which, if borne by the
Series C Notes, would, in its judgment, be the interest rate,
but would not exceed the interest rate, which would enable
the Underwriter to remarket the Series C Notes on such Rate
Adjustment Date at the Purchase Price, and the interest rate
so determined shall be the interest rate for the Interest
Period commencing on such Rate Adjustment Date; provided
that, if on the date of such determination, the Underwriter
holds for its own account 15% or more in aggregate principal
amount of the Series C Notes, the Adjusted Rate so determined
shall not be more than one hundred twenty per cent (120%) ,
nor less than eighty per cent (80%) , of 85% of the Interest
Index, but, in any event, the rate which would, in its
judgment, enable the Underwriter to remarket the Series C
Notes on the next succeeding Rate Adjustment Date at the
Purchase Price. The Underwriter shall disseminate such
Adjusted Rate on the Munifacts Wire on the date it is
determined and also shall give telephone notice (subsequently
confirmed by written notice) to the County, the Paying Agent
and the Fiscal Agent of such Adjusted Rate. If the
Underwriter for any reason fails to determine the Adjusted
Rate, or if a court finds the method of determining the
Adjusted Rate set forth above to be unenforceable, the
Adjusted Rate for the Series C Notes shall be 85% of the
Interest Index as of each Rate Adjustment Date.
(iv) Interest on Series D Notes. For the
Interest Period commencing on July 1, 1986, and ending on
(and including) the day next preceding the Rate Adjustment
Date with respect to the Series D Notes, the Series D Notes
shall bear interest at the Initial Rate for the Series D
Notes. With respect to the Interest Period for the Series D
Notes thereafter, the interest rate shall be adjusted,
effective on the Rate Adjustment Date with respect to the
Series D Notes, to the Adjusted Rate for the Series D Notes.
Such Adjusted Rate shall be determined as follows: On the
Monday next preceding the Rate Adjustment Date with respect
to the Series D Notes (or if such day is not a Business Day,
the next preceding Business Day) , the Underwriter, having due
regard to prevailing financial market conditions, shall
determine the rate which, if borne by the Series D Notes,
would, in its judgment, be the interest rate, but would not
exceed the interest rate, which would enable the Underwriter
to remarket the Series D Notes on such Rate Adjustment Date
at the Purchase Price, and the interest rate so determined
shall be the interest rate for the Interest Period commencing
on such Rate Adjustment Date; provided that, if on the date
of such determination, the Underwriter holds for its own
account 15% or more in aggregate principal amount of the
Series D Notes, the Adjusted Rate so determined shall not be
9
more than one hundred twenty per cent (1209;) , nor less than
eighty per cent (80%) , of 85% of the Interest Index, but, in
any event, the rate which would, in its judgment, enable the
Underwriter to remarket the Series D Notes on the next
succeeding Rate Adjustment Date at the Purchase Price. The
Underwriter shall disseminate such Adjusted Rate on the
Munifacts Wire on the date it is determined and also shall
give telephone notice (subsequently confirmed by written
notice) . to the County, the Paying Agent and the Fiscal Agent
of such Adjusted Rate. If the Underwriter for any reason
fails to determine the Adjusted Rate, or if a court finds the
method of determining the Adjusted Rate set forth above to be
unenforceable, the Adjusted Rate for the Series D Notes shall
be 85% of the Interest Index as of each Rate Adjustment Date.
(v) Interest on the Series E Notes. The
Series E Notes shall bear interest to and including July 29,
1987 at the Initial Rate for the Series E Notes.
NOTWITHSTANDING THE FOREGOING, THE ADJUSTED RATE
WITH RESPECT TO ANY SERIES OF NOTES SHALL NOT EXCEED THE
LESSER OF 12% OR THE MAXIMUM RATE PERMITTED BY APPLICABLE LAW.
(c) Tender for Purchase by Noteholder. Any
registered owner of a Note of Series A, Series B, Series C or
Series D shall have the right to tender such Note, or any
$100, 000 portion thereof, for purchase by the Underwriter in
accordance with the terms of the Agreement on any Rate
Adjustment Date for such Note by (i ) giving telephonic notice
to the Paying Agent prior to 10:00 a.m. (New York City time)
on the Tuesday next preceding the Rate Adjustment Date (or if
such Tuesday is not a Business Day, on the next preceding
Business Day) , 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 Rate Adjustment Date. Such Election Notice shall be
substantially in the form of Exhibit F attached hereto. The
Paying Agent shall notify, by telephone, the County and the
Underwriter upon receipt of each telephonic notice of
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 telephonic
notice of tender has been given, at the Purchase Price, for
delivery on such Rate Adjustment Date. If on such Rate
Adjustment Date the Underwriter has not been able to arrange
for the resale, at the Purchase Price, 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 the Purchase Price, the aggregate
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principal amount of Notes or portions thereof which have not
been remarketed by 12 :30 p.m. (New York City time) on such
Rate Adjustment Date. The Paying Agent shall pay the
Purchase Price of such Notes tendered for purchase by check
or draft mailed 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. Funds for the
payment of such Purchase Price shall be advanced by the
Underwriter to the Paying Agent at 10:00 a.m. (New York City
time) on such Rate Adjustment 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, Exchange, Transfer, and
Replacement of Notes. Any Note may, in accordance with its
terms, be transferred, or exchanged for a like aggregate
principal amount of the same series and in authorized
denominations, 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, and, in the case of a transfer, 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 exchange 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 of the same series for a
like aggregate principal amount. The Paying Agent shall
require the Noteholder requesting such transfer or exchange
to pay any tax or other governmental charge required to be
paid with respect to such transfer or exchange.
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.
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If any Note shall become mutilated, the County, at
the expense of the Holder 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.
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.
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.
12
(e) Acceleration 'of Notes. If the County fails to
pay interest on any Note on any Interest Payment Date
occurring prior to the Interest Payment Date on July 29, 1987
and such failure continues for a period of five Business
Days, .all Notes shall become due and payable ten Business
Days 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 United States 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, in 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 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.
Section 4. Form of Notes. The Notes shall be
issued only in fully registered form, without coupons. The
Series A Notes, the Series B Notes, the Series C Notes, the
Series D Notes and the Series E Notes shall be substantially
in the form and substance set forth in Exhibit A, Exhibit B,
Exhibit C, Exhibit D and Exhibit E, respectively, 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.
.-_ Section 6. Repayment Pledge. The principal amount
of the Notes, together with the interest thereon, shall be
payable from taxes, income, revenue, cash receipts and other
13
moneys which are received by the County for the General Fund
of the County during or attributable to Fiscal Year 1986-1987.
As security for the payment of the principal of and
interest on the Notes, the County hereby pledges the first
Forty Million Dollars ($40, 000,000) of the first installment
of property taxes (to be received by the County during
December 1986, and attributable to the County on the secured
roll which becomes due and payable on November 1, 1986 and
delinquent on December 10, 1986) which is transferred to the
general fund of the County in the Accounting Period ending
January 12, 1987; and the first Thirty-Five Million Dollars
($35, 000, 000) , together with an amount sufficient (net of
earnings to the date of such deposit on moneys in the
Repayment Fund) (i ) to satisfy and make up any deficiency in
the amount required to be deposited in the Repayment Fund
during any prior Accounting Period and (ii ) to pay the
interest on the Notes accruing and unpaid after the date of
such deposit to maturity at an assumed interest rate of the
lesser of 12% per annum or the maximum legal rate of interest
(to the extent the actual interest rate cannot be
determined) , of the second installment of property taxes (to
be received by the County during April, 1987, and
attributable to the County on the secured roll which becomes
due and payable on February 1, 1987 and delinquent on ,
April 10, 1987) which is transferred to the general fund of
the County in the Accounting Period ending on May 12, 1987.
In the event that by the next to last Business Day of any
such Accounting Period there are insufficient secured
property taxes so transferred to permit the deposit into the
Repayment ,Fund of the full amount thereof to be deposited
from said secured property taxes in such Accounting Period,
then the amount of any deficiency shall be satisfied and made
up on such date from any other moneys of the County lawfully
available for the payment of the principal of the Notes and
the interest thereon. In the event that on such date the
amount of other. moneys of the County lawfully available for
said payment is insufficient to fully satisfy and make up any
deficiency in the deposit into the Repayment Fund required
hereunder, then such deficiency shall be satisfied and made
up from the first other moneys of the County lawfully
available for said payment when the same are received by the
County. The moneys required to be deposited in the Repayment
Fund are hereinafter called the "Pledged Revenues. " The
principal of the Notes and the interest thereon shall
constitute a first lien and charge against and shall be
payable from the first moneys received by the County from the
Pledged Revenues, and, to the extent not so paid, shall be
paid from any other moneys of the County lawfully available
therefor (all as provided in Sections 53856 and 53857 of the
Government Code) .
14
Section 7. Repayment Fund. (a) Establishment. In
the Accounting Period in which received, the Pledged Revenues
(in cash or in investments permitted by Section 7(b) hereof
which have a market value on such Business Day equal to the
amount..required to be deposited on such Business Day) shall
be deposited by the County with, and held in trust by, the
Fiscal Agent, as hereinafter appointed, in a special fund
designated the 1986-1987 Short Term Optional Put Tax and
Revenue Anticipation Note Repayment Fund and shall be applied
as directed in this Resolution. The principal of and
interest on the Notes shall constitute a first lien and
charge on amounts deposited in the Repayment Fund and any
money deposited in the Repayment Fund shall be for the
ratable benefit of the Holders of the Notes. Until the
principal of the Notes and all interest due thereon 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 such Repayment Fund was created. On each
Interest Payment Date after May 12, 1987, the Fiscal Agent
shall transfer to the Paying Agent the amount necessary to
pay interest on the Notes on such Interest Payment Date if
and to the extent the County has not provided funds to the
Paying Agent for such purpose. On the maturity date of the
Notes the amount of money in the Repayment Fund necessary to
pay principal of and interest due at maturity on the Notes
shall be transferred to the Paying Agent.
(b) Investment. Moneys in the 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 . Investments of moneys on
deposit in the Repayment Fund shall not have maturity dates
later than the maturity date of the Notes. The proceeds of
any such investments shall be retained by the Fiscal Agent in
the Repayment Fund until the principal of all of the Notes
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.
15
Section S. Fiscal Agent. First Interstate Bank of
California 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 shall be held and
invested as herein provided. The form of Fiscal Agency
Agreement attached hereto as Exhibit G 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 (the "Code" )
or "federally-guaranteed obligations" under Section 103 (h) of
the Code or obligations described in Section 103(o) of the
Code; 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, " "federally-guaranteed obligations"
or obligations described in Section 103 (o) of the Code .
Section 12 . Paying Agent and Registrar.
BankAmerica Trust Company of New York, is hereby designated
16
the registrar and paying agent of the County for the payment
of principal of and interest on the Notes. The 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. 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 H,
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 with such additions, changes or corrections as the
County Treasurer may approve upon consultation with County
Counsel . The County Treasurer is hereby authorized and
directed to determine which series of the Notes shall be
issued and the principal amount of each such series, not to
exceed the aggregate principal amount for all series of Notes
of $75, 000, 000. Such determinations shall be set forth in
the Agreement. The County Treasurer is hereby authorized and
directed to negotiate, with the Underwriter, the Initial
Interest Rates, not to exceed twelve percent (12%) per annum,
on the Notes and the discount, if any, on the purchase price
of the Notes paid by the Underwriter. If such Initial
Interest Rates (not to exceed twelve percent (12%) per annum)
and said purchase price are acceptable to the County
Treasurer, the County Treasurer is hereby further authorized
and directed to execute and deliver the Agreement and such
other documents required to be executed and delivered
thereunder, for and in the name and on behalf of the County.
Section 14. Approval of Official Statement. The
form of Official Statement relating to the Notes attached
hereto as Exhibit I , substantially in the form presented to
this meeting, is hereby approved with such additions, changes
17
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.
PASSED AND ADOPTED by the Board of Supervisors of
the County of Contra Costa this 3rd day of June , 1986, by
the .following vote:
AYES: Supervisors Fanden, McPeak, Schroder , Torlakson, Powers . .
NOES: None .
ABSENT: None.
-Tom Powers
Chairman of the Board of Supervisors
of the County of Contra Costa
(Seal )
Attest
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
of the County of Contra Costa
By 'le
Deputy Clerk
18
CERTIFICATE OF DEPUTY CLERK OF THE BOARD OF SUPERVISORS
COUNTY OF CONTRA COSTA
The undersigned Deputy Clerk of the Board of
Supervisors of the County of Contra Costa, hereby certifies
that the foregoing is a full, true and correct copy of a
Resolution duly adopted at a meeting of the Board of
Supervisors of the County of Contra Costa duly and regularly
held in Martinez, California, on June 3 , 1986, at which
meeting all of the members of said Board of Supervisors had
due notice .
The undersigned further certifies that he or she
has carefully compared the foregoing copy with the original
minutes of said meeting on file and of record in his or her
office; that said copy is a full, true and correct copy of
the original resolution adopted at said meeting and entered
in said minutes; and that said resolution has not been
amended, modified, rescinded or revoked in any manner since
the date of its adoption, and the same is now in full force
and effect.
IN WITNESS WHEREOF, I have executed this
certificate and affixed the seal of the County of Contra
Costa hereto this 25th day of June 1986 .
Dep Clerk ofohe Board of
Supervisors of he County of
Contra Costa
[ SEAL)
Jr'
1
EXHIBIT A
COUNTY .OF CONTRA COSTA, CALIFORNIA
1986-1987 SHORT TERM OPTIONAL PUT TAX AND
REVENUE ANTICIPATION NOTE
SERIES A
REGISTERED
No. REGISTERED
$ Date: July 1, 1986
FOR VALUE RECEIVED, the County of Contra Costa (the
"County" ) , State of California, acknowledges itself indebted
to and promises to pay to or registered
assigns, the principal sum of Dollars
($ ) on July 29, 1987, unless payment of this Note
shall have been duly made or provided for upon acceleration
of the maturity hereof, and to pay interest on the balance of
said principal sum from time to time remaining unpaid from
and including the Interest Payment Date (as hereinafter
defined) next preceding the date of authentication hereof, ,
unless this Note is authenticated prior to July 30, 1986 or
as of a day that is an Interest Payment Date, in which case
it shall bear interest from July 1, 1986 or from such
Interest Payment Date, respectively; provided, however, that
if at the time of registration of this Note, interest is in
default on this Note, such Note shall bear interest from the
Interest Payment Date to which interest has. previously been
paid, or from July 1, 1986 if no interest has been paid
hereon, until the principal hereof shall have become due.
Interest, computed on a 365-day year basis and actual days
elapsed, is payable on July 30, 1986, and on each fourth
Wednesday thereafter or if such day is not a Business Day, on
the next succeeding Business Day (each hereinafter referred
to as an "Interest Payment Date" ) and at maturity (and
accrued to each such date) , at the Initial Rate to and
including July 29, 1986 and then at an Adjusted Rate all as
more fully described below, in lawful money of the United
States of America until payment in full of said principal
sum. Interest paid on an Interest Payment Date shall be paid
by check or draft mailed or delivered to the person in whose
name this Note is registered at 10: 00 a.m. (New York City
time) on such Interest Payment Date.
The principal of this Note shall be payable only to
the registered owner hereof upon presentation and surrender
of -this Note as .-the same shall fall due -at maturity or upon
acceleration at the principal office of BankAmerica Trust
Company of New York, as Paying Agent, Attention: Corporate
Trust Administration, 40 Broad Street, 4th Floor, New York,
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040511-0028-099-4277p 05/27/86
New York 10004. No interest shall be payable for any period
after maturity during which the holder hereof fails to
properly present this Note for payment.
The Initial Rate shall be % per annum. On
July 30, 1986 and on each Wednesday thereafter, the interest
rate may be adjusted, effective on each Wednesday (a "Rate
Adjustment Date" ) , to an Adjusted Rate. An Adjusted Rate,
effective on a Rate Adjustment Date for the period commencing
on such Rate Adjustment Date to and including the day
immediately preceding the next Rate Adjustment Date (an
"Interest Period" ) , shall be a rate determined as follows:
On July 28, 1986 and thereafter on each Monday (or, if such
day is not a Business Day, the next preceding Business Day) ,
the Underwriter, having due regard to prevailing financial
market conditions, shall determine the rate which, if borne
by the Series A Notes, would, in its judgment, be the
interest rate, but would not exceed the interest rate, which
would enable the Underwriter to remarket the Series A Notes
on the next succeeding Rate Adjustment Date with respect to
the Series A Notes at the Purchase Price (as defined in the
Resolution) , and the interest rate so determined shall be the
interest rate for the Interest Period commencing on the next
succeeding Wednesday; provided that, if on the date of such
determination, the Underwriter holds for its own account 15%
or more in aggregate principal amount of the Series A Notes,
the Adjusted Rate for the Series A Notes so determined shall
not be more than one hundred twenty per cent ( 120%) , nor less
than eighty per cent (80%) , of 75% of the Interest Index,
but, in any event, the rate which would, in. its judgment,
enable the Underwriter to remarket the Series A Notes on the
next succeeding Rate Adjustment Date at the Purchase Price.
The Underwriter shall disseminate such Adjusted Rate on the
Munifacts Wire on the date it is determined and also shall
give telephonic notice ( subsequently confirmed by written
notice) to the County, the Paying Agent and the Fiscal Agent
of such Adjusted Rate. If the Underwriter for any reason
fails to determine the Adjusted Rate, or if a court finds the
method of determining the Adjusted Rate set forth above to be
unenforceable, the Adjusted Rate for the Series A Notes shall
be 75% of the Interest Index as of each Rate Adjustment Date.
NOTWITHSTANDING THE FOREGOING, THE ADJUSTED RATE
SHALL NOT EXCEED THE LESSER OF 12% OR THE MAXIMUM RATE
PERMITTED BY APPLICABLE LAW.
Notwithstanding the foregoing, if the County fails
to pay interest on the Notes on any Interest Payment Date for
any series of Notes prior to July 29, 1987 and such failure
continues for a period of five Business Days, all Notes shall
become due and payable ten Business Days following the end of
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040511-0028-099-4277p 05/27/86
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. Any
failure to receive such notice or any defect therein shall
not affect the accelerated maturity date of the Notes, all as
more fully provided in Section 3 (e) of the Resolution.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS
OF THIS NOTE SET FORTH ON THE REVERSE HEREOF AND SUCH FURTHER
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF
SET FORTH AT THIS PLACE.
It is hereby certified, recited and declared that
this Note is one of an authorized issue of County of Contra
Costa 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series A (the "Series A Notes" )
aggregating Dollars ($ ) in
principal amount issued as one of series of County
of Contra Costa 1986-1987 Short Term Optional Put Notes (the
"Notes" ) aggregating Seventy-Five Million Dollars
($75, 000, 000) in aggregate principal amount; the Notes are
all made, executed and given pursuant to and by authority of
a Resolution (the "Resolution" ) of the Board of Supervisors
of the County duly passed and adopted under and by authority
of Article 7 . 6 (commencing with Section 53850) of Chapter 4,
Part 1, Division 2, Title 5, California Government Code, and
that all acts, conditions and things required to exist,
happen and be performed precedent to and in the issuance of
this Note 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 County, does not exceed any limit
prescribed by the Constitution or statutes of the State of
California. Every capitalized term used herein which is not
defined herein shall have the same meaning as provided
therefor in the Resolution.
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
for or accrued to the General Fund of the County during
Fiscal Year 1986-1987 . As security for the payment of the
principal of and interest on the Notes, the County has
pledged to deposit in trust in the Repayment Fund (as that
term is defined in the Resolution) : the first $40, 000, 000 of
the first installment of secured property taxes (to be
received by the County during December, 1986, and
attributable to .the County- on .the..secured. roll .which.becomes
due and payable on November 1, 1986 and delinquent on
December 10, 1986) , which is transferred to the general fund
of the County in the Accounting Period ending on January 12,
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040511-0028-099-4277p 05/27/86
1987; and the first $35, 000,000, together with an amount
sufficient (net of earnings on moneys to the date of such
deposit in the Repayment Fund) (i ) to satisfy and make up any
deficiency in the amount required to be deposited in the
Repayment Fund during any prior Accounting Period and (ii ) to
pay the interest on the Notes accruing and unpaid after the
date of such deposit to maturity at an assumed interest rate
of the lesser of 12% per annum or the maximum. legal rate of
interest (to the extent the actual interest rate cannot be
determined) , of the second installment of secured property
taxes. (to be received by the County during April, 1987, and
attributable to the County on the secured roll which becomes
due and payable on February 1, 1987 and delinquent on
April 10, 1987) which is transferred to the general fund of
the County in the Accounting Period ending on May 12, 1987 .
The moneys required to be deposited in the Repayment Fund are
hereinafter called the "Pledged Revenues. " The principal of
the Notes and the interest thereon shall constitute a first
lien and charge against and shall be payable from the first
moneys received by the County from the Pledged Revenues, and,
to the extent not so paid, shall be paid from any other
moneys of the County lawfully available therefor.
This Note shall not be valid or become obligatory
for any purpose until the certificate of authentication
hereon shall have been signed by the Registrar.
IN WITNESS WHEREOF, the County of Contra Costa has
caused this Note to be executed by the facsimile signature of
its County Treasurer-Tax Collector and countersigned by the
the facsimile signature of the Clerk of the Board of
Supervisors of the County, and caused its official seal or a
facsimile thereof to be affixed hereto, all as of July 1,
1986.
COUNTY OF CONTRA COSTA
By
Alfred P. Lomeli
County Treasurer-Tax Collector
(Seal)
Countersigned:
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
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040511-0028-099-4277p 05/27/86
CERTIFICATE OF AUTHENTICATION
This note is one of the notes described in the
within. mentioned Resolution and is one of the 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes,
Series A of the County of Contra Costa.
Date of Authentication:
BankAmerica Trust Company of
New York, as Registrar
By
Authorized Officer
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040511-0028-099-4277p 05/27/86
[Form of. reverse side of fully registered note]
County of Contra Costa, California 1986-1987
Short Term Optional Put Tax and Revenue
Anticipation Notes, Series A
At the option of the registered owner hereof, this
Note will be purchased according to the terms and subject to
the conditions of that certain Contract of Purchase and
Dealer Remarketing Agreement, dated as of July 1, 1986 (the
"Agreement" ) , between the County and Bank of America National
Trust and Savings Association (the "Bank" ) , on any Rate
Adjustment Date by (i ) giving telephonic notice to the Paying
Agent prior to 10: 00 a.m. (New York City time) on the Tuesday
(or if such Tuesday is not a Business Day, the next preceding
Business Day) prior to such Rate Adjustment Date and
(ii) delivery of this Note (with the form of Election Notice
attached hereto completed) to the Paying Agent prior to .
10:00 a.m. (New York City time) on such Interest Payment
Date. THE OBLIGATION TO PURCHASE THIS NOTE AT THE OPTION OF
THE REGISTERED OWNER HEREOF IS NOT AN OBLIGATION OF THE
COUNTY BUT IS ONLY AN OBLIGATION OF THE BANK PURSUANT TO THE
AGREEMENT. THE OBLIGATION OF THE BANK TO SO PURCHASE THIS
NOTE IS NOT UNCONDITIONAL. IN THE EVENT THE BANK IS NOT
OBLIGATED TO PURCHASE THIS NOTE THEN THERE IS NO OPTION OR
OTHER RIGHT TO HAVE THIS NOTE PURCHASED.
This Note is transferable by the registered holder
hereof in person or by his attorney duly authorized in
writing at the office of the Paying Agent in New York, New
York, but only in the manner, subject to the limitations and
upon payment of the charges provided in the authorizing
Resolution, and upon surrender and cancellation of this
Note. Upon such transfer a new Note or Notes of authorized
denominations and for the same aggregate principal amount
will be issued to the transferees in exchange herefor.
The County and the Paying Agent may deem and treat
the registered holder hereof as the absolute owner hereof for
the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes and neither the County nor the Paying Agent shall be
affected by any notice to the contrary.
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040511-0028-099-4277p 05/27/86
[FORM OF ASSIGNMENT)
For value received the undersigned do(es) hereby
sell, assign and transfer unto the
within-mentioned registered Note and hereby irrevocably
constitute( s) and appoint( s) attorney,
to transfer the same on the books of the Paying Agent with
full power of substitution in the premises.
Dated:
Signature guaranteed:
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EXHIBIT B
COUNTY OF CONTRA COSTA, CALIFORNIA
1986-1987 SHORT TERM OPTIONAL PUT TAX AND
REVENUE ANTICIPATION NOTE
SERIES B
REGISTERED
No. REGISTERED
$ Date: July 1, 1986
FOR VALUE RECEIVED, the County of Contra Costa (the
"County" ) , State of California, acknowledges itself indebted
to and promises to pay to or registered
assigns, the principal sum of Dollars
($ ) on July 29, 1987, unless payment of this Note
shall have been duly made or provided for upon acceleration
of the maturity hereof, and to pay interest on the balance of
said principal sum from time to time remaining unpaid from
and including the Interest Payment Date (as hereinafter
defined) next preceding the date of authentication hereof,
unless this Note is authenticated prior to July 30, 1986 or
as of a day that is an Interest Payment Date, in which case
it shall bear interest from July 1, 1986 or from such
Interest Payment Date, respectively; provided, however, that
if at the time of registration of this Note, interest is in
default on this Note, such Note shall bear interest from the
Interest Payment Date to which interest has previously been
paid, or from July 1, 1986 if no interest has been paid
hereon, until the principal hereof shall have become due.
Interest, computed on a 365-day year basis and actual days
elapsed, is payable on July 30, 1986, and on each fourth
Wednesday thereafter or if such day is not a Business Day, on
the next succeeding Business Day (each hereinafter referred
to as an "Interest Payment Date" ) and at maturity (and
accrued to each such date) , at the Initial Rate to and
including July 29, 1986 and then at an Adjusted Rate all as
more fully described below, in lawful money of the United
States of America until payment in full of said principal
SUM. Interest paid on an Interest Payment Date shall be paid
by check or draft mailed or delivered to the person in whose
name this Note is registered at 10: 00 a.m. (New York City
time) on such Interest Payment Date.
The principal of this. Note shall be payable only to
the registered owner hereof upon presentation and surrender
,of .this Note as the same -shall fall due at maturity or upon
acceleration at the principal office of BankAmerica Trust
Company of New York, as Paying Agent, Attention: Corporate
Trust Administration, 40 Broad Street, 4th Floor, New York,
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040S11-0028-099-4277p 05/27/86
New York 10004. No interest shall be payable for any period
after maturity during which the holder hereof fails to
properly present this Note for payment.
The Initial Rate shall be % per annum. On
July 30, 1986 and on each fourth Wednesday thereafter, the
interest rate may be adjusted, effective on- each fourth
Wednesday (a "Rate Adjustment Date" ) , to an Adjusted Rate.
An Adjusted Rate, effective on a Rate Adjustment Date for the
period commencing . on such Rate Adjustment Date to and
including the day immediately preceding the next Rate
Adjustment Date (an "Interest Period" ) , shall be a rate
determined as follows: On July 28, 1986 and thereafter on
the Monday preceding each Rate Adjustment Date (or, if such
day is not a Business Day, the next preceding Business Day) ,
the Underwriter, having due regard to prevailing financial
market conditions, shall determine the rate which, if borne
by the Series B Notes, would, in its judgment, be the
interest rate, but would not exceed the interest rate, which
would enable the Underwriter to remarket the Series B Notes
on the next succeeding Rate Adjustment Date with respect to
the Series B Notes at the Purchase Price, and the interest
rate so determined shall be the interest rate for the
Interest Period commencing on the next succeeding Wednesday;
provided that, if on the date of such determination, the
Underwriter holds for its own account 15% or more in
aggregate principal amount of the Series B Notes, the
Adjusted Rate for the Series B Notes so determined shall not
be more than one hundred twenty per cent ( 120%) , nor less
than eighty per cent (80%) , of 80% of the Interest Index,
but, in any event, the rate which would, in its judgment,
enable the Underwriter to remarket the Series B Notes on the
next succeeding Rate Adjustment Date at the Purchase Price.
The Underwriter shall disseminate such Adjusted Rate on the
Munifacts Wire on the date it is determined and also shall
give telephonic notice (subsequently confirmed by written
notice) to the County, the Paying Agent and the Fiscal Agent
of such Adjusted Rate. If Underwriter for any reason fails
to determine the Adjusted Rate, or if a court finds the
method of determining the Adjusted Rate set forth above to be
unenforceable, the Adjusted Rate for the Series B 'Notes shall
be 80% of the Interest Index as of each. Rate Adjustment Date.
NOTWITHSTANDING THE FOREGOING, THE ADJUSTED RATE
SHALL NOT EXCEED THE. LESSER OF 12% OR THE MAXIMUM RATE
PERMITTED BY APPLICABLE LAW.
Notwithstanding the foregoing,- if the County fails
to pay interest on the Notes on any Interest Payment Date for
any series of Notes prior to July 29, 1987 and such failure
continues for a period of five Business Days, all Notes shall
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become due and payable ten Business Days 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. Any
failure to receive such notice or any defect therein shall
not affect the accelerated maturity date of the Notes, all as
more fully provided in Section 3(e) of the Resolution.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS
OF THIS NOTE SET FORTH ON THE REVERSE HEREOF AND SUCH FURTHER
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF
SET FORTH AT THIS PLACE.
It is hereby certified, recited and declared that
this Note is one of an authorized issue of County of Contra
Costa 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series B (the "Series B Notes" )
aggregating ($ ) in principal
amount issued as one of series of County of Contra
Costa 1986-1987 Short Term Optional Put Notes (the "Notes" )
aggregating Seventy-Five Million Dollars ($75, 000, 000) in
aggregate principal amount; the Notes are all made, executed
and given pursuant to and by authority of a Resolution (the
"Resolution" ) of the Board of Supervisors of the County duly
passed and adopted under and by authority of Article 7 . 6
(commencing with Section 53850) of Chapter 4, Part 1,
Division 2, Title 5, California Government Code, and that all
acts, conditions and things required to exist, happen and be
performed precedent to and in the issuance of this Note 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
County, does not exceed any limit prescribed by the
Constitution or statutes of the State of California. Every
capitalized term used herein which is not defined herein
shall have the same meaning as provided therefor in the
Resolution.
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
for or accrued to the General Fund of the County during
Fiscal Year 1986-1987 . As security for the payment of the
principal of and interest on the Notes, the County has
pledged to deposit in trust in the Repayment Fund (as that
term is defined in the Resolution) : the first $40, 000, 000 of
the first installment of secured property taxes (to be
received .by..the. County during December 1986, and attributable
to the County on the secured roll which becomes due and
payable on November 1, 1986 and delinquent on December 10,
1986) which is transferred to the general fund of the County
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in the Accounting Period ending on January 12, 1987; and the
first $35, 000, 000, to the date of such deposit together with
an amount sufficient (net of earnings on moneys in the
Repayment Fund) (i ) to satisfy and make up any deficiency in
the amount required to be deposited in the Repayment Fund
during any prior Accounting Period and (ii ) to pay the
interest on the Notes accruing and unpaid after the date of
such deposit to maturity at an assumed interest rate of the
lesser of 12% per annum or the maximum legal rate of interest
(to the extent the actual interest rate cannot be
determined) , of the second installment of secured property
taxes (to be received by the County during April 1987, and
attributable to the County on the secured roll which becomes
due and payable on February 1, 1987 and delinquent on
April 10, 1987) which is transferred to the general fund of
the County in the Accounting Period ending on May 12, 1987 .
The moneys required to be deposited in the Repayment Fund are
hereinafter called the "Pledged Revenues. " The principal of
the Notes and the interest thereon shall constitute a first
lien and charge against and shall be payable from the first
moneys received by the County from the Pledged Revenues, and,
to the extent not so paid, shall be paid from any other
moneys of the County lawfully available therefor.
This Note shall not be valid or become obligatory
for any purpose until the certificate of authentication
hereon shall have been signed by the Registrar.
IN WITNESS WHEREOF, the County of Contra Costa has
caused this Note to be executed by the facsimile signature of
its County Treasurer-Tax Collector and countersigned by the
the facsimile signature of the Clerk of the Board of
Supervisors of the County, and caused its official seal or a
facsimile thereof to be affixed hereto, all as of July 1,
1986.
COUNTY OF CONTRA COSTA
By
Alfred P. Lomeli
County Treasurer-Tax Collector
(Seal)
Countersigned:
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
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CERTIFICATE OF AUTHENTICATION
This note is one of the notes described in the
within mentioned Resolution and is one of the 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes,
Series B of the County of Contra Costa. -
Date of Authentication:
BankAmerica Trust Company of
New York, as Registrar
BY
Authorized Officer
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[Form of reverse side of fully registered note]
County of Contra Costa, California 1986-1987
Short Term Optional Put Tax and Revenue
Anticipation Notes, Series B
At the option of the registered owner hereof, this
Note will be purchased according to the terms and subject to
the conditions of that certain Contract of Purchase and
Dealer Remarketing Agreement, dated as of July 1, 1986 (the
"Agreement" ) , between the County and Bank of America National
Trust and Savings Association (the "Bank" ) , on any Rate
Adjustment Date by (i ) giving telephonic notice to the Paying
Agent prior to 10:00 a.m. (New York City time) on the Tuesday
(or if such Tuesday is not a Business Day, the next preceding
Business Day) prior to such Rate Adjustment Date and
(ii) delivery of this Note (with the form of Election Notice
attached hereto completed) to the Paying Agent prior to
10: 00 a.m. (New York City time) on such Interest Payment
Date. THE OBLIGATION TO PURCHASE THIS NOTE AT THE OPTION OF
THE REGISTERED OWNER HEREOF IS NOT AN OBLIGATION OF THE
COUNTY BUT IS ONLY AN OBLIGATION OF THE BANK PURSUANT TO THE
AGREEMENT. THE OBLIGATION OF THE BANK TO SO PURCHASE THIS
NOTE IS NOT UNCONDITIONAL. IN THE EVENT THE BANK IS NOT
OBLIGATED TO PURCHASE THIS NOTE THEN THERE IS NO OPTION OR
OTHER RIGHT TO HAVE THIS NOTE PURCHASED.
This Note is transferable by the registered holder
hereof in person or by his attorney duly authorized in
writing at the office of the Paying Agent in New York, New
York, but only in the manner, subject to the limitations and
upon payment of the charges provided in the authorizing
Resolution, and upon surrender and cancellation of this
Note. Upon such transfer a new Note or Notes of authorized
denominations and for the same aggregate principal amount
will be. issued to the transferees in exchange herefor.
The County and the Paying Agent may deem and treat
the registered holder hereof as the absolute owner hereof for
the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes and neither the County nor the Paying Agent shall be
affected by 'any notice to the contrary.
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[FORM OF ASSIGNMENT]
For value received the undersigned do(es) hereby
sell, assign and transfer unto the
within-mentioned registered Note and hereby irrevocably
constitute( s) and appoint( s) attorney,
to transfer the same on the books of the Paying Agent with
full power of substitution in the premises.
Dated:
Signature guaranteed:
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EXHIBIT C
COUNTY OF CONTRA COSTA, CALIFORNIA
1986-1987 SHORT TERM OPTIONAL PUT TAX AND
REVENUE ANTICIPATION NOTE
SERIES C
REGISTERED
No. REGISTERED
$ Date: July 1, 1986
FOR VALUE RECEIVED, the County of Contra Costa (the
"County" ) , State of California, acknowledges itself indebted
to and promises to pay to or registered
assigns, the principal sum of Dollars
($ ) on July 29, 1987, unless payment of this Note
shall have been duly made or provided for upon acceleration
of the maturity hereof, and to pay interest on the balance of
said principal sum from time to time remaining unpaid from
and including the Interest Payment Date (as hereinafter
defined) next preceding the date of authentication hereof,
unless this Note is authenticated prior to October 29, 1986
or as of a day that is an Interest Payment Date, in which
case it shall bear interest from July 1, 1986 or from such
Interest Payment Date, respectively; provided, however, that
if at the time of registration of this Note, interest is in
default on this Note, such Note shall bear interest from the
Interest Payment Date to which interest has previously been
paid, or from July 1, 1986 if no interest has been paid
hereon, until the principal hereof shall have become due.
Interest, computed on a 365-day year basis and actual days
elapsed, is payable on October 29, 1986, and on each
thirteenth Wednesday thereafter or if such day is not a
Business Day, on the next succeeding Business Day (each
hereinafter referred to as an "Interest Payment Date" ) and at
maturity (and accrued to each such date) , at the Initial Rate
to and including October 28, 1986 and then at an Adjusted
Rate all as more fully described below, in lawful money of
the United States of America until payment in full of said
principal sum. Interest paid on an Interest Payment Date
shall be paid by check or draft mailed or delivered to the
person in whose name this Note is registered at 10 : 00 a.m.
(New York City time) on such Interest Payment Date.
The principal of this Note shall be payable only to
the registered owner hereof upon presentation and surrender
of this Note as the -same shall. fall due at maturity or upon
acceleration at the principal office of BankAmerica Trust
Company of New York, as Paying Agent, Attention: Corporate
Trust Administration, 40 Broad Street, 4th Floor, New York,
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040511-0028-099-4277p 05/27/86
New York 10004. No interest shall be payable for any period
after maturity during which the holder hereof fails to
properly present this Note for payment.
The Initial Rate shall be % per annum. On
October 29, 1987 and on each thirteenth Wednesday thereafter,
the interest rate may be adjusted, effective on each
thirteenth Wednesday (a "Rate Adjustment Date" ) , to an
Adjusted Rate. An Adjusted Rate, effective on a Rate
Adjustment Date for the period commencing on such Rate
Adjustment Date to and including the day immediately
preceding the next Rate Adjustment Date (an "Interest
Period" ) , shall be a rate determined as follows: On
October 27, 1987 and thereafter on the Monday preceding each
Rate Adjustment Date (or, if such day is not a Business Day,
on the next preceding Business Day) , the Underwriter, having
due regard to prevailing financial market conditions, shall
determine the rate which, if borne by the Series C Notes,
would, in its judgment, be the interest rate, but would not
exceed the interest rate, which would enable the Underwriter
to remarket the Series C Notes on the next succeeding Rate
Adjustment Date with respect to the Series C Notes at the
Purchase Price, and the interest rate so determined shall be
the interest rate for the Interest Period commencing on the
next succeeding Wednesday; provided that, if on the date of
such determination, the Underwriter holds for its own account
15% or more in aggregate principal amount of the Series C
Notes, the Adjusted Rate for the Series C Notes so determined
shall not be more than one hundred twenty per cent ( 120%) ,
nor less than eighty per cent (80%) , of 85% of the Interest
Index, but, in any event, the rate which would, in its
judgment, enable the Underwriter to remarket the Series C
Notes on the next succeeding Rate Adjustment Date at the
Purchase Price. The Underwriter shall disseminate such
Adjusted Rate on the Munifacts Wire on the date it is
determined and also shall give telephonic notice
( subsequently confirmed by written notice) to the County, the
Paying Agent and the Fiscal Agent of such Adjusted Rate. If
Underwriter for any reason fails to determine the Adjusted
Rate, or if a court finds the method of determining the
Adjusted Rate set forth above to be unenforceable, the
Adjusted Rate for the Series C Notes shall be 85% of the
Interest Index as of each Rate Adjustment Date.
NOTWITHSTANDING THE FOREGOING, THE ADJUSTED RATE
SHALL NOT EXCEED THE LESSER OF 12% OR THE MAXIMUM RATE
PERMITTED BY APPLICABLE LAW.
Notwithstanding the foregoing, if the County fails
to pay interest on the Notes on any Interest Payment Date for
any series of Notes prior to July 29, 1987 and such failure
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040511-0028-099-4277p 05/27/86
continues for a period of five Business Days, all Notes shall
become due and payable ten Business Days 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. Any
failure to receive .such notice or any defect therein shall
not affect the accelerated maturity date of the Notes, all as
more fully provided in Section 3(e) of the Resolution.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS
OF THIS NOTE SET FORTH ON THE REVERSE HEREOF AND SUCH FURTHER
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF
SET FORTH AT THIS PLACE.
It is hereby certified, recited and declared that
this Note is one of an authorized issue of County of Contra
Costa 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes Series C (the "Series C Notes" )
aggregating Dollars ($ ) in
principal amount issued as one of series of County
of Contra Costa 1986-1987 Short Term Optional Put Notes (the
"Notes" ) aggregating Seventy-Five Million Dollars
($75, 000, 000) in aggregate principal amount; the Notes are
all made, executed and given pursuant to and by authority of
a Resolution (the "Resolution" ) of the Board of Supervisors
of the County duly passed and adopted under and by authority
of Article 7 . 6 (commencing with Section 53850) of Chapter 4,
Part 1, Division 2, Title 5, California Government Code, and
that all acts, conditions and things required to exist,
happen and be performed precedent to and in the issuance of
this Note 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 County, does not exceed any limit
prescribed by the Constitution or statutes of the State of
California. Every capitalized term used herein which is not
defined herein shall have the same meaning as provided
therefor in the Resolution.
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
for or accrued to the General Fund of the County during
Fiscal Year 1986-1987 . As security for the payment of the
principal of and interest on the Notes, the County has
pledged to deposit in trust in the Repayment Fund (as that
term is defined in the Resolution) : the first $40, 000, 000 of
the . first , insta-llment of-secured property -taxes (to be
received by the County during December 1986, and attributable
to the County on the secured roll which becomes due and
payable on November 1, 1986 and delinquent on December 10,
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040511-0028-099-4277p 05/27/86
1986) which is transferred to the general fund of the County
in the Accounting Period ending on January 12, 1987; and the
first $35,000,000, together with an amount sufficient (net of
earnings on moneys to the day of such deposit in the
Repayment Fund) (i) to satisfy and make up any deficiency in
the amount required to be deposited in the Repayment Fund
during any prior Accounting Period and (ii) to pay the
interest .on the Notes accruing and unpaid after the date of
such deposit to maturity at an assumed interest rate of the
lesser of 12% per annum or the maximum legal rate of interest
(to the extent the actual interest rate cannot be
determined) , of the second installment of secured property
taxes (to be received by the County during April 1987, and
attributable to the County on the secured roll which becomes
due and payable on November 1, 1987 and delinquent on
April 10,1987) which is transferred to the general fund of
the County, in the Accounting Period ending on May 12, 1987.
The moneys required to be deposited in the Repayment Fund are
hereinafter called the "Pledged Revenues. " The principal of
the Notes and the interest thereon shall constitute a first
lien and charge against and shall be payable from the first
moneys received by the County from the Pledged Revenues, and,
to the extent not so paid, shall be paid from any other
moneys of the County lawfully available therefor.
This Note shall not be valid or become obligatory
for any purpose until the certificate of authentication
hereon shall have been signed by the Registrar.
IN WITNESS WHEREOF, the County of Contra Costa has
caused this Note to be executed by the facsimile signature of
its County Treasurer-Tax Collector and countersigned by the
the facsimile signature of the Clerk of the Board of
Supervisors of the County, and caused its official seal or a
facsimile thereof to be affixed hereto, all as of July 1,
1986.
COUNTY OF CONTRA COSTA
By
Alfred P. Lomeli
County Treasurer-Tax Collector
(Seal)
Countersigned:
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
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CERTIFICATE OF AUTHENTICATION
This note is one of the notes described in the
within mentioned Resolution and is one of the 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes,
Series C of the County of Contra Costa.
Date of Authentication:
BankAmerica Trust Company of
New York, as Registrar
By
Authorized Officer
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[Form of reverse side of fully registered note]
County of Contra Costa, California 1986-1987
Short Term Optional Put Tax and Revenue
Anticipation Notes, Series C
At the option of the registered owner hereof, this
Note will be purchased according to the terms and subject to
the conditions of that certain Contract of Purchase and
Dealer Remarketing Agreement, dated as of July 1, 1986 (the
"Agreement" ) , between the County and Bank of America National
Trust and Savings Association (the "Bank" ) , on any Rate
Adjustment Date by (i) giving telephonic notice to the Paying
Agent prior to 10: 00 a.m. (New York City time) on the Tuesday
(or if such Tuesday is not a Business Day, the next preceding
Business Day) prior to such Rate Adjustment Date and
(ii ) delivery of. this Note (with the form of Election Notice
attached hereto completed) to the Paying Agent prior to
10: 00 a.m. (New York City time) on such Interest Payment
Date. THE OBLIGATION TO PURCHASE THIS NOTE AT THE OPTION OF
THE REGISTERED OWNER HEREOF IS NOT AN OBLIGATION OF THE
COUNTY BUT IS ONLY AN OBLIGATION OF THE BANK PURSUANT TO THE
AGREEMENT. THE OBLIGATION OF THE BANK TO SO PURCHASE THIS
NOTE IS NOT UNCONDITIONAL. IN THE EVENT THE BANK IS NOT
OBLIGATED TO PURCHASE THIS NOTE THEN THERE IS NO OPTION OR
. OTHER RIIGHT TO HAVE THIS NOTE PURCHASED.
This Note is transferable by the registered holder
hereof in person or by his attorney duly authorized in
writing at the office of the Paying Agent in New York, New
York, but only in the manner, subject to the limitations and
upon payment of the charges provided in the authorizing
Resolution, and upon surrender and cancellation of this
Note. Upon such transfer a new Note or Notes of authorized
denominations and for the same aggregate principal amount
will be issued to the transferees in exchange herefor.
The County and the Paying Agent may deem and treat
the registered holder hereof as the absolute owner hereof for
the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes and neither the County nor the Paying Agent shall be
affected by any notice to the contrary.
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[FORM OF ASSIGNMENT]
For value received the undersigned do(es) hereby
sell, assign and transfer unto the
within-mentioned registered Note and hereby irrevocably
constitute( s) and appoint( s) attorney,
to transfer the same on the books of the Paying Agent with
full power of substitution in the premises.
Dated:
Signature guaranteed:
C-7
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EXHIBIT D
COUNTY OF CONTRA COSTA, CALIFORNIA
1986-1987 SHORT TERM. OPTIONAL PUT TAX AND
REVENUE ANTICIPATION NOTE
SERIES D
REGISTERED
No. REGISTERED
$ Date: July 1, 1986
FOR VALUE RECEIVED, the County of Contra Costa (the
"County" ) , State of California, acknowledges itself indebted
to and promises to pay to or registered
assigns, the principal sum of Dollars
($ ) on July 29, 1987, unless payment of this Note_
shall have been duly made or provided for upon acceleration
of the maturity hereof, and to pay interest on the balance of
said principal sum from time to time remaining unpaid from
and including the Interest Payment Date (as hereinafter
defined) next preceding the date of authentication hereof,
unless this Note is authenticated prior to January 7, 1986 or
as of a day that is an Interest Payment Date, in which case
it shall bear interest from July 1, 1986 or from such
Interest Payment Date, respectively; provided, however, that
if at the time of registration of this Note, interest is in
default on this Note, such Note shall bear interest from the
Interest Payment Date to which interest has previously been
paid, or from July 1, 1986 if no interest has been paid
hereon, until the principal hereof shall have become due.
Interest, computed on a 365-day year basis and actual days
elapsed, is payable on January 7, 1987 (an "Interest Payment
Date" ) and at maturity (and accrued to each such date) , at
the Initial Rate to and including January 6, 1987 and then at
an Adjusted Rate all as more fully described below, in lawful
money of the United States of America until payment in full
of said principal sum. Interest paid on an Interest Payment
Date shall be paid by check or draft mailed or delivered to
the person in whose name this Note is registered at
10: 00 a.m. (New York City time) on such Interest Payment Date .
The principal of this Note shall be payable only to
the registered owner hereof upon presentation and surrender
of this Note as the same shall fall due at maturity or upon
acceleration at the principal office of BankAmerica Trust
Company of New York, as Paying Agent, Attention: Corporate
Trust Administration, 40- Broad Street, 4th Floor, New York,
New York 10004. No interest shall be payable for any period
after maturity during which the holder hereof fails to
properly present this Note for payment.
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040511-0028-099-4277p 05/27/86
The Initial Rate shall be % per annum. On
January 7, 1986 the interest rate may be adjusted, effective
on such date (the "Rate Adjustment Date" ) , to an Adjusted
Rate. An Adjusted Rate, effective on the Rate Adjustment
Date for the period commencing on the Rate Adjustment Date to
and including July 28, 1987 (the "Interest Period" ) , shall be
a rate determined as follows: On January 6, 1986 (or, if
such day is not a Business Day, on the next preceding
Business Day) , the Underwriter, having due regard to
prevailing financial market conditions, shall determine the
rate which, if borne by the Series D Notes, would, in its
judgment, be the interest rate, but would not exceed the
interest rate, which would enable the Underwriter to remarket
the Series D Notes on the Rate Adjustment Date with respect
to the Series D Notes at the Purchase Price, and the interest
rate so determined shall be the interest rate for the
Interest Period; provided that, if on the date of such
determination, the Underwriter holds for its own account 15%
or more in aggregate principal amount of the Series D Notes,
the Adjusted Rate for the Series D Notes so determined shall
not be more than one hundred twenty per cent ( 120%) , nor less
than eighty per cent (80%) , of 85% of the Interest Index,
but, in any event, the rate which would, in its judgment,
enable the Underwriter to remarket the Series D Notes on the
next succeeding Rate Adjustment Date at the Purchase Price.
The Underwriter shall disseminate such Adjusted Rate on the
Munifacts Wire on the date it is determined and also shall
give telephonic notice (subsequently confirmed by written
notice) to the County, the Paying Agent and the Fiscal Agent
of such Adjusted Rate. If Underwriter for any reason fails
to determine the Adjusted Rate, or if a court finds the
method of determining the Adjusted Rate set forth above to be
unenforceable, the Adjusted Rate for the Series D Notes shall
be 85% of the Interest Index as of each Rate Adjustment Date.
NOTWITHSTANDING THE FOREGOING, THE ADJUSTED RATE
SHALL NOT EXCEED THE LESSER OF 12% OR THE MAXIMUM RATE
PERMITTED BY APPLICABLE LAW.
Notwithstanding the foregoing, if the County fails
to pay interest on the Notes on any Interest Payment Date for
any series of Notes prior to July 29, 1987 and such failure
continues for a period of five Business Days, all Notes shall
become due and payable ten Business Days 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. Any
failure to - receive .such .notice. or any defect therein shall
not affect the accelerated maturity date of the Notes, all as
more fully provided in Section 3 (e) of the Resolution.
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040511-0028-099-4277p 05/27/86
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS
OF THIS NOTE SET FORTH ON THE REVERSE HEREOF AND SUCH FURTHER
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF
SET FORTH -AT THIS PLACE.
It is hereby certified, recited and declared that
this Note is one of an authorized issue of County of Contra
Costa 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes Series C (the "Series C Notes" )
aggregating Dollars ($ ) in
principal amount issued as one of series of County
of Contra Costa 1986-1987 Short Term Optional Put Notes (the
"Notes" ) aggregating Seventy-Five Million Dollars
($75, 000, 000) in aggregate principal amount; the Notes are
all made, executed and given pursuant to and by authority of
a Resolution (the "Resolution" ) of the Board of Supervisors
of the County duly passed and adopted under and by authority
of Article 7. 6 (commencing with .Section 53850) of Chapter 4,
Part 1, Division 2, Title 5, California Government Code, and
that all acts, conditions and things required to exist,
happen and be performed precedent to and in the issuance of
this Note 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 County, does not exceed any limit
prescribed by the Constitution or statutes of the State of
California. Every capitalized term used herein which is not
defined herein shall have the same meaning as provided
therefor in the Resolution.
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
for or accrued to the General Fund of the County during
Fiscal Year 198.6-1987 . As security for the payment of the
principal of and interest on the Notes, the County has
pledged to deposit in trust in the Repayment Fund (as that
term is defined in the Resolution) : the first $40, 000, 000 of
the first installment of secured property taxes (to be
received by the County during December 1986, and attributable
to the County on the secured roll which becomes due and
payable on November 1, 1986 and delinquent on December 10,
1986) which is transferred to the general fund of the County
in the Accounting Period ending on January 12, 1987; and the
first $35, 000,000,. together with an amount sufficient (net of
earnings on moneys to the day of such deposit in the
Repayment Fund) (i ) to satisfy and make up any deficiency in
the amount ,re.quired to be deposited in the Repayment Fund
during any prior Accounting Period and ( ii ) to pay the
interest on the Notes accruing and unpaid after the date of
such deposit to maturity at an assumed interest rate of the
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lesser of 12% per annum or the maximum legal rate of interest
(to the extent the actual interest rate cannot be
determined) , of the second installment of secured property
taxes (to be received by the County during April 1987, and
attributable to the County on the secured roll which becomes
due and payable on February 1, 1987 and delinquent on
April 10, 1987) which is transferred to the general fund of
the County in the Accounting Period ending on May 12, 1987 .
The moneys required to be deposited in the Repayment Fund are
hereinafter called the "Pledged Revenues. " The principal of
the Notes and the interest thereon shall constitute a first
lien and charge against and shall be payable from the first
moneys received by the County from the Pledged Revenues, and,
to the extent not so paid, shall be paid from any other
moneys of the County lawfully available therefor.
This Note shall not be valid or become obligatory
for any purpose until the certificate of authentication
hereon shall have been signed by the Registrar.
IN WITNESS WHEREOF, the County of Contra Costa has
caused this Note to be executed by the facsimile signature of
its County Treasurer-Tax Collector and countersigned by the
the facsimile signature of the Clerk of the Board of
Supervisors of the County, and caused its official seal or a
facsimile thereof to be affixed hereto, all .as of July 1,
1986.
COUNTY OF CONTRA COSTA
By
Alfred P. Lomeli
County Treasurer-Tax Collector
(Seal)
Countersigned:
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
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CERTIFICATE OF AUTHENTICATION
This note is one of the notes described in the
within mentioned Resolution and is one of the 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes,
Series D of the County of Contra Costa.
Date of Authentication:
BankAmerica Trust Company of
New York, as Registrar
By
Authorized Officer
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[Form of reverse side of fully registered note]
County of Contra Costa, California 1986-1987
Short Term Optional Put Tax and Revenue
Anticipation Notes, Series D
At the option of the registered owner hereof, this
Note will be purchased according to the terms and subject to
the conditions of that certain Contract of Purchase and
Dealer Remarketing Agreement, dated as of July 1, 1986 (the
"Agreement" ) , between the County and Bank of America National
Trust and Savings Association (the "Bank" ) , on the Rate
Adjustment Date by (i ) giving telephonic notice to the Paying
Agent prior to 10: 00 a.m. (New York City time) on the Tuesday
(or if such Tuesday is not a Business Day, the next preceding
Business Day) prior to such Rate Adjustment Date and
(ii ) delivery of this Note (with the form of Election Notice
attached hereto completed) to the Paying Agent prior to
10: 00 a.m. (New York City time) on such Interest Payment
Date. THE OBLIGATION TO PURCHASE THIS NOTE AT THE OPTION OF
THE REGISTERED OWNER HEREOF IS NOT AN� OBLIGATION OF THE
COUNTY BUT IS ONLY AN OBLIGATION OF THE BANK PURSUANT TO THE
AGREEMENT. THE OBLIGATION OF THE BANK TO SO PURCHASE THIS
NOTE IS NOT UNCONDITIONAL. IN THE EVENT THE BANK IS NOT
OBLIGATED TO PURCHASE THIS NOTE THEN THERE IS NO OPTION OR
OTHER RIGHT TO HAVE THIS NOTE PURCHASED.
This Note is transferable by the registered holder
hereof in person or by his attorney duly authorized in
writing at the office of the Paying Agent in New York,
New York, but only in the manner, subject to the limitations
and upon payment of the charges provided in the authorizing
Resolution, and upon surrender and cancellation of this
Note. Upon such transfer a new Note or Notes of authorized
denominations and for the same aggregate principal amount
will be issued to the transferees in exchange herefor.
The- County and the Paying Agent may deem and treat
the registered holder hereof as the absolute owner hereof for
the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes and neither the County nor the Paying Agent shall be
affected by any notice to the contrary.
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[FORM OF ASSIGNMENT]
For value received the undersigned do(es) hereby
sell, assign and transfer unto the
within-mentioned registered Note and hereby irrevocably
constitute( s) and appoint( s) attorney,
to transfer the same on the books of the Paying Agent with
full power of substitution in the premises.
Dated:
Signature guaranteed:
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EXHIBIT E
COUNTY OF CONTRA COSTA, CALIFORNIA
1986-1987 [ SHORT TERM OPTIONAL PUT) TAX AND
REVENUE ANTICIPATION NOTE
SERIES E
REGISTERED
No. REGISTERED
$ Date: July 1, 1986
FOR VALUE RECEIVED, the County of Contra Costa (the
"County" ) , State of California, acknowledges itself indebted
to and promises to pay to or registered
assigns, the principal sum of Dollars
($ ) on July 29, 1987, unless payment of this Note
shall have been duly made or provided for upon acceleration
of the maturity hereof, and to pay interest on the balance of
said principal sum from time to time remaining unpaid from
1986, computed on the basis of a 360-day year of
twelve 30-day months, at maturity at the rate of
percent (_%) per annum, in lawful money of the United
States of America until payment in full of said principal
SUM. Interest shall be paid by check or draft mailed or
. delivered to the person in whose name this Note is registered
at 10: 00 a.m. (New York City time) on July 29, 1987 .
The principal of this Note shall be payable only to
the registered owner hereof upon presentation and surrender
of this Note as the same shall fall due at maturity or upon
acceleration at the principal office of BankAmerica Trust
Company of New York, as Paying Agent, Attention: Corporate
Trust Administration, 40 Broad Street, 4th Floor, New York,
New York 10004. No interest shall be payable for any period
after maturity during which the holder hereof fails to
properly present this Note for payment.
Notwithstanding the foregoing, if the County fails
to pay interest on the Notes on any Interest Payment Date for
any series of Notes prior to July 29, 1987 and such failure
continues for a period of five Business Days, all Notes shall
become due and payable ten Business Days 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. Any
failure to receive such notice or any defect therein shall
.not .affect• the -accelerated maturity-date of- the -Notes, all as
more fully provided in Section 3 (e) of the Resolution.
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This Note is transferable by the registered holder
hereof in person or by his attorney duly authorized in
writing at the office of the Paying Agent in New York,
New York, but only in the manner, subject to the limitations
and upon payment of the charges provided in the authorizing
Resolution, and upon surrender and cancellation of this
Note. Upon such transfer a new Note or Notes of authorized
denominations and for the same aggregate principal amount
will be issued to the transferees in exchange herefor.
The County and the Paying Agent may deem and treat
the registered holder hereof as the absolute owner hereof for
the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes and neither the County nor the Paying Agent shall be
affected by any notice to the contrary.
It is hereby certified, recited and declared that
this Note is one of an authorized issue of County of Contra
Costa 1986-1987 Short Term Optional Put Tax and Revenue
Anticipation Notes, Series E (the "Series E Notes" )
aggregating Dollars ($ ) in
principal amount issued as one of series of County
of Contra Costa 1986-1987 Short Term Optional Put Notes (the
"Notes" ) aggregating Seventy-Five Million Dollars
($75, 000, 000) in aggregate principal amount; the Notes are
all made, executed and given pursuant to and by authority of
a Resolution (the "Resolution" ) of the Board of Supervisors
of the County duly passed and adopted under and by authority
of Article 7 . 6 (commencing with Section 53850) of Chapter 4,
Part 1, Division 2, Title 5, California Government Code, and
that all acts, conditions and things required to exist,
happen and be performed precedent to and in the issuance of
this Note 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 County, does not exceed any limit
prescribed by the Constitution or statutes of the State of
California. Every capitalized term used herein which is not
defined herein shall have the same meaning as provided
therefor in the Resolution.
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
for or accrued to the General Fund of the County during
Fiscal Year 1986-1987 . As security for the payment of the
-principal of -and interest •on the Notes, the County has
pledged to deposit in trust in the Repayment Fund ( as that
term is defined in the Resolution) : the first $40, 000, 000 of
the first installment of secured property taxes (to be
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received by the County during December 1986, and attributable
to the County on the secured roll which becomes due and
payable on November 1, 1986 and delinquent on December 10,
1986) which is transferred to the general fund of the County
in the Accounting Period ending on January 12, 1987; and the
first $35, 000, 000, to the date of such deposit together with
. an amount sufficient (net of earnings on moneys in the
Repayment Fund) (i ) to satisfy and make up any deficiency in
the amount required to be deposited in the Repayment Fund
during any prior Accounting Period and (ii ) to pay the
interest on the Notes due at maturity, of the second
installment of secured property taxes (to be received by the
County during April 1987, and attributable to the County on
the secured roll which becomes due and payable on February 1,
1987 and delinquent on April 10, 1987) which is transferred
to the general fund of the County in the Accounting Period
ending on May 12, 1987 . The moneys required to be deposited
in the Repayment Fund are hereinafter called the "Pledged
Revenues. " The principal of the Notes and the interest
thereon shall constitute a first lien and charge against and
shall be payable from the first moneys received by the County
from the Pledged Revenues, and, to the extent not so paid,
shall be paid from any other moneys of the County lawfully
available therefor.
This Note shall not be valid or become obligatory
for any purpose until the certificate of authentication
hereon shall have been signed by the Registrar.
IN WITNESS WHEREOF, the County of Contra Costa has
caused this Note to be executed by the facsimile signature of
its County Treasurer-Tax Collector and countersigned by the
the facsimile signature of the Clerk of the Board of
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Supervisors of the County, and caused its official seal or a
facsimile thereof to be affixed hereto, all as of July 1,
1986.
COUNTY OF CONTRA COSTA
By
Alfred P. Lomeli
County Treasurer-Tax Collector
(Seal)
Countersigned:
Philip J. Batchelor
County Administrator and
Clerk of the Board of Supervisors
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CERTIFICATE OF AUTHENTICATION
This note is one of the notes described in the
within mentioned Resolution and is one of the 1986-1987 Short
Term Optional Put Tax and Revenue Anticipation Notes,
Series E of the County of Contra Costa.
Date of Authentication:
BankAmerica Trust Company of
New York, as Registrar
By
Authorized Officer
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[FORM OF ASSIGNMENT]
For value received the undersigned do(es) hereby
sell, assign and transfer unto the
within-mentioned registered Note and hereby irrevocably
constitute(s) and appoint( s) attorney,
to transfer the same on the books of the Paying Agent with
full power of substitution in the premises.
Dated:
Signature guaranteed:
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EXHIBIT F*
To:
ELECTION NOTICE
The undersigned, the registered owner (the
"Holder" ) of County of Contra Costa, California 1986-1987
Short Term Optional Put Tax and Revenue Anticipation Note(s) ,
Series ^ (the "Notes" ) , hereby notifies
(the "Paying Agent" ) of the Holder' s election to have
$ of the principal amount of this Note purchased on
which is an Rate Adjustment Date (as
defined in the hereinafter mentioned Resolution) , and demands
payment of such principal sum, and interest accrued thereon,
all as provided in a resolution of the Board of Supervisors
of the County of Contra Costa, California authorizing the
issuance of the Notes ( "Resolution" ) . The Holder
acknowledges that unless this Note is delivered to the Paying
Agent prior to 10: 00 a.m. New York City time, on such date,
such principal amount will not be purchased on such date.
The Holder understands that (a) the obligation to purchase
Notes is not an obligation of the County of Contra Costa, but
is only an obligation of Bank of America National Trust and
Savings Association (the "Bank" ) pursuant to the Agreement
referred to in the Resolution and (b) the obligation of the
Bank to so purchase Notes is not unconditional . In the event
the Bank is not obligated to purchase Notes then the Holder
has no right to have this Note or any portion hereof
purchased.
Name of Registered Owner**
Dated: By _
Authorized Signature
* To be printed on reverse side of Note.
** Type or print name exactly as it appears on the Note being
tendered for purchase.
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