HomeMy WebLinkAbout08-096Resolution
RESOLUTION OF THE BOARD OF SUPERVISORS
OF BUTTE COUNTY AUTHORIZING THE ISSUANCE
OF 2008-2009 TAX AND REVENUE ANTICIPATION NOTES
FOR BUTTE COUNTY OFFICE OF EDUCATION
WHEREAS, pursuant to Sections 53850, et sea., of the Government Cade of the
State of California (the "Act") contained in Article 7.6 thereof, entitled "Temporary Borrowing,"
school districts and county offices of education organized and existing under the laws of the
State of California are authorized to borrow money by the issuance of temporary notes far any
purpose which the office is authorized to expend moneys, including, but not limited to, current
expenses, capital expenditures, and the discharge of any obligation or indebtedness; and
V~THEREAS, Section 53853 of the Act provides that such notes must be issued in
the name of the office by the Boazd of Supervisors of the County (the "County Board"), the
County Superintendent of which has jurisdiction over the office, as soon as possible following
the receipt of a resolution of the Board of Education of the office requesting the borrowing; and
WHEREAS, the County Superintendent (the "Superintendent") of Butte County
(the "County"} has jurisdiction over the Butte County Office of Education (the "Office"); and
WHEREAS, the Board of Education of the Office (the "Office Boazd") has
requested that the County Board authorize the issuance of and offer for sale tax and revenue
anticipation notes in the name of and on behalf of the Office under and pursuant to the provisions
of the Act in an amount not to exceed Seventeen Million Dollars ($17,000,000.00) at an interest
rate not to exceed six percent (6%);
NOW, THEREFORE, the Board of Supervisors of Butte County hereby resolves as
follows:
Section 1. Findings. All of the above recitals are true and correct and the County
Board so finds and determines.
FINALcounty resolution - bcoe 2008-2009_070808FINAL - 1 -
Section 2. Authorization of Issuance of Notes; Terms Thereof; Pang Agent.
The County Board hereby approves the request of the Office Board to issue notes an its behalf
in an amount not to exceed $17,000,000.00 principal amount of Notes under Section 53850, et
se,~c ., of the Act, designated "Butte County Office of Education, Butte County, State of
California, 2008-2009 Tax and Revenue Anticipation Notes" (the "Notes"); to be numbered from
1 consecutively upward in order of issuance; to be in the denominations of $5,000, or integral
multiples thereof, to be dated the date of delivery thereof; to mature (without option of prior
redemption) on such date as shall be determined by the Superintendent {or the Superintendent's
designee) prior to the date of sale of the Notes, and shall bear interest from their date, payable at
maturity {if the maturity of the Notes is determined to be one year ar earlier from the date of
issuance) or payable twelve months from the date of issue and at maturity (if the maturity of the
Notes is determined to be more than one year from the date of issuance), and computed on a 30-
day month1360-day year basis. Subject to Section 3 hereof, bath the principal of an interest on
the Notes shall be payable at the office of the Butte County TreasurerlTax Collector (the
"County Treasurer"), Oroville, California, which is hereby designated as the paying agent {the
"Paying Agent").
Section 3. Farm of Notes. The Notes shall be issued in registered form, without
coupons signed by facsimile or manual signature of the County Treasurer or designee, and shall
be substantially in the form and substance set forth in Exhibit A attached hereto and by reference
incorporated herein, the blanks in said form to be filled in with appropriate words and figures.
The Notes shall be issued in fully registered form, and at the closing, there shall be one Note
registered in the name of Cede & Go., as nominee of The Depository Trust Company, New York,
New York ("DTC"). DTC is hereby appointed depository for the Notes. There shall be printed
on each Note the legal opinion of Barkkiewicz, Kronick & Shanhan respecting the validity of said
Notes and, immediately following such legal opinion, a certificate executed with the manual or
facsimile signature of the Clerk of the County Board, said certificate to be in substantially the
following form:
I HEREBY CERTIFY that the foregoing is a true and correct copy of the legal
opinion regarding the Notes therein described that was manually signed by
Bartkiewicz, Kronick & Shanhan, and was dated as of the date of delivery of and
payment for said Notes.
Manual or .Facsimile Signature
Clerk of the Board of Supervisors
Section 4. Transfer and Exchange of Notes. Subject to the provisions of Section
5 hereof, the registration of any Note may, in accordance with its terms, be transferred, upon the
registration books kept by the Paying Agent for such purpose, by the person in whose name it is
registered, in person or by his or her duly authorized attorneys, upon surrender of such Note for
cancellation, accompanied by delivery of a written instrument of transfer, fully executed in a
form approved by the Paying Agent.
Whenever any Note or Notes shall be surrendered for registration or transfer, the
Paying Agent shall execute and deliver a new Note or Notes, for a like aggregate principal
amount. The Paying Agent shall require the Note owner requesting such registration of transfer
FINALcounty resolution - bcoe 2408-2009_074808FINAL - 2 -
to pay any tax or other governmental charge required to be paid with respect to such transfer.
The County may require the owner requesting such registration of transfer to pay such additional
reasonable charge as may be necessary to cover customary expenses incurred and fees charged
by the Paying Agent with respect to such registration of transfer. The Paying Agent may treat
the registered owner of any Note as the absolute owner thereof far all purposes whatsoever in
accordance with this resolution, and the Paying Agent shall not be affected by any notice to the
contrary.
Subject to the provisions of Section 4 hereof, Notes may be exchanged at the
Office of the Paying Agent in Oroville, California far a like aggregate principal amount of Notes
in other authorized denominations. The Paying Agent shall require the payment by the Note
owner requesting such exchange of any tax ar other governmental charge required to be paid
with respect to such exchange. The Paying Agent may require the owner requesting such
exchange to pay such additional reasonable charge as may be necessary to cover customary
expenses incurred and fees charged by the Paying Agent or the Office with respect to such
exchange.
Section 5. Use of Depository. (1) The Notes shall be initially registered as
provided in Section 3 hereof. Registered ownership of the Notes, or any portion thereof, may not
thereafter be transferred except:
(i) To any successor of Cede & Co., as nominee of the Depository Trust
Company, or its nominee, or to any substitute depository designated pursuant to clause
(ii) of this Section 5 (a "substitute depository"); rop vided, that any successor of Cede &
Co., as nominee of The Depository Trust Company or a substitute depository, shall be
qualified under any applicable laws to provide the services proposed to be provided by it;
(ii) To any substitute depository not objected to by the Paying Agent,
upon (1) the resignation of The Depository Trust company or its successor (ar any
substitute depository or its successor) from its functions as depository, or (2) a
determination by the Office to substitute another depository for The Depositary Trust
Company (or its successor} because The Depository Trust Company ar its successor (or
any substitute depository or its successor) is not longer able to carry out its function as
depository; provided, that any such substitute depository shall be qualified under any
applicable laws to provide the services proposed to be provided by it; or
(iii) To any person as provided below, upon (1) the resignation of the
Depository Trust Company or its successor (or substitute depository or its successor)
from its functions as depository, or (2) a determination by the Office to remove the
Depository Trust Company or its successor (or any substitute depository or its successor)
from its functions as depositary.
(2) In the case of any transfer pursuant to clause (i) or clause (ii) of subsection
(1) of this Section 5, upon receipt of the outstanding Notes by the Paying Agent, together with a
request of the Office to the Paying Agent, a new Note shall be executed and delivered in the
aggregate principal amount of the Notes registered in the name of such successor or such
substitute depository, ar their nominees, as the case may be, all as specified in such request of the
FINALcounty resolution - bcce 2008-20(}9_070808FINAL - 3 -
Office. In the case of any transfer pursuant to clause (iii) of subsection (1) of this subparagraph
(d), upon receipt of the outstanding Notes by the Paying Agent together with a request of the
Office to the Paying Agent, new Notes shall be executed and delivered in such denominations
numbered in the manner determined by the Paying Agent and registered in the names of such
persons as are requested in such a request of the Office; provided that the Paying Agent shall not
be required to deliver such new Notes within a period less than sixty {6d) days from the date of
receipt of such a request of the Office. Thereafter, Notes shall be transferred pursuant to Section
3 hereof.
(3) The Office and the Paying Agent shall be entitled to treat the person in
whose name any Note is registered as the owner thereof for all purposes of this resolution and
any applicable laws, notwithstanding any notice to the contrary received by the Paying Agent or
the Office; and the Office and the Paying Agent shall have no responsibility for transmitting
payments to, communication with, notifying, ar otherwise dealing with any beneficial owners of
the Notes and neither the Office nor the Paying Agent will have any responsibility or obligations,
legal or otherwise, to the beneficial owners or to any other party, including The Depositary Trust
Company or its successor (or substitute depository or its successor), except for the Owner of any
Notes.
(4} So long as the outstanding Notes are registered in the name of Cede & Co.
or its registered assigns, the Office and the Paying Agent shall cooperate with Cede & Co., as
sole registered Owner, or its registered assigns in effecting payment of the principal of and
interest on the Notes by arranging for payment in such manner that funds far such payments are
properly identified and are made immediately available on the date they are due.
Section 6. Deposit of Note Proceeds• Na Arbitrage. The moneys so borrowed shall be
initially deposited in the Treasury of the County in a proceeds fund (the "Proceeds Funds") to the
credit of the Office and subsequently credited upon delivery of the District Notes to the
respective general funds of the districts in the amount of the respective loans requested from the
Office by certain school districts within the County except for the funds far any loans to Chico
Unified School District ("Chico USD") which funds shall be credited upon delivery of the Chico
USD note into a restricted fund of Chico USD, the withdrawal or transfer of funds from which
shall require prior authorization from the County Superintendent or his designee. Until used or
expended, the moneys may be invested in investment securities by the County Treasurer directly,
or through an investment agreement, in investments as permitted by applicable California law,
including, but not limited ta, investment in the Local Agency Investment Fund maintained by
the Treasurer of the State of Califona. The Office has covenanted that it will make no use of
the proceeds of the Notes that would cause the Notes to be "azbitrage bonds" under Section 148
of the Code; and, to that end, so long as any of the Notes aze outstanding, the Office, and all of
its officers having custody ar control of such proceeds, shall comply with all requirements of (a)
said section, including restrictions on the use and investment of proceeds of the Notes and the
rebate of a portion of investment earnings on certain amounts, including proceeds of the Notes, if
required, to the Federal government, and (b) of the Income Tax Regulations of the United States
Treasury promulgated thereunder ar any predecessor provisions, to the extent that such
regulations are, at the time, applicable and in effect, so that the Notes will not be "arbitrage
bonds."
FINALcounty resolution - bcoe 2008-2009_070808FINAL - 4
To the extent that monies invested or held by the County are subject to arbitrage
rebate, neither the County or any officer or employee of the County shall assume hereunder or
under the provisions of any rebate certificate any duty or obligation to make the actual
calculations of arbitrage rebate liability of the Office, or to pay any such rebate or any penalties
in regard thereto if the Office miscalculates or fails to pay or cause such rebate or such penalties
to be paid.
Section 7. Payment of Notes.
(A) Source of Payment. The principal amount of the Notes, together with the
interest thereon, shall be payable from taxes, income, revenue, cash receipts, and other moneys
which are received by the Office during fiscal year 2008-2009 and which are available therefor.
The Notes shall be a general obligation of the Office, and, to the extent the Notes are not paid
from the Pledged Revenues defined below, the Notes shall be paid with interest thereon from any
other moneys of the Office lawfully available therefor, as provided herein and by law.
(B) Pledged Revenues. The Notes shall be secured by a pledge of and first
lien and charge against the first unrestricted revenues to be~received by the County on behalf of
the Office in such months and in such amounts as shall be determined by the Butte County
Superintendent of Schools (the "Superintendent"), or the Superintendent's designee, prior to the
date of the sale of the Notes, sufficient to pay the principal of and interest on the Notes at
maturity (such pledged amounts being hereinafter called the "Pledged Revenues"). The term
"unrestricted revenues" shall mean taxes, income, revenue, cash receipts, and other money of the
Office as provided in Section 53856 of the Act, which are intended as receipts for the general
fund of the Office and which are generally available for the payment of current expenses and
other obligations of the Office, all as further defined in the Office Resolution.
(C) Deposit of Pledged Revenues in Repayment Fund. The Board of
Education and each District have agreed to deposit, and the County shall receive from the Board
of Education and each District, the Pledged Revenues in the County treasury in a special fund
designated as the "Butte County Board of Education, 2008-2009 Tax and Revenue Anticipation
Notes Repayment Fund" and, for each District, a special fund designated the "[name o School
District, 2008-2009 Tax and Revenue Anticipation Note Repayment Fund," (herein called the
"Repayment Funds"), not later than the date the Board of Education andlor District receive(s)
such funds. Any moneys placed in the Repayment Funds shall be for the benefit of the holders
of the Notes, and, until the Notes and the promissory notes of each District and all interest
thereon are paid or until provision has been made for such payment, the moneys in the
Repayment Funds shall be applied only for the purposes for which the Repayment Funds are
created.
(D) Disbursement and Investment of Moneys in Repayment Fund. From the
date this Resolution takes effect, all Pledged Revenues shall, when received, be deposited in the
Repayment Fund to be held, invested and accounted for as provided herein. After such date as
the amount of Pledged Revenues deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any moneys in excess of such amount
remaining in or accruing to the Repayment Fund shall be transferred to the general fund of the
Office upon the request of the Office. On the maturity date of the Notes, the moneys in the
FINALcounty resolution - bcce 2008-2009_070808FINAL - 5 -
Repayment Fund shall be used, to the extent necessary, to pay the principal of and interest on the
Notes.
Moneys in the Repayment Fund shall be invested in investment securities by the
County Treasurer, or such other appropriate investment officer of the County, directly, or
through an investment agreement, in investments as permitted by applicable California law, as it
is now in effect and as it may be amended, modified or supplemented from time to time, and the
proceeds of any such investments shall, as received, be deposited in the Repayment Fund and
shall be part of the Pledged Revenues. Moneys so invested, and the earnings thereon, shall be
accounted for as Pledged Revenues, to be withdrawn solely for deposit in the Repayment Fund
and used, to the extent necessary, to pay the principal of and interest on the Notes. Sufficient
money for the payment of principal and interest for the maturing Notes must be placed into the
Repayment Fund in the Gounty Treasury at least one business day prior to the maturity of the
Notes.
Section 8. Execution of Notes. The County Board hereby directs the County
Treasurer to sign the Notes manually or by facsimile signature, the Clerk of the County Board
(the "Clerk") to countersign the Notes manually or by facsimile signature (provided at least one
of the signatures is manual); the Clerk to affix the seal of the County thereto or a facsimile of the
seal thereto; and said officers to cause the blank spaces thereof to be filled in as may be
appropriate.
Section 9. Sale of the Notes. The Notes will be sold either at a private sale to an
underwriter or underwriters upon terms and conditions as are acceptable to the Office and
consistent herewith or by competitive bid and awarded as set forth in an Official Notice of Sale
which the Financial Advisor and the Superintendent of the Office, or his or her designee, are
hereby authorized to prepare consistent with this Resolution. The County Treasurer, or his or her
designee, is hereby authorized to decide between competitive or private sale in conjunction with
advice from the financial advisor. If the sale is negotiated, the County Treasurer, or his or her
designee, is authorized to negotiate the sale of no more than $17,404,440.40 of notes at an
interest rate of not more than 6°l0.
If the sale is by competitive bid, the Superintendent of the Office, ar his or her
designee, is hereby directed to execute, and the Clerk of the Office is directed to publish, the
Official Native of Sale. The County Treasurer, with the prior concurrence of the Superintendent
of the Office or the Superintendent's designee, is authorized to award the sale to said bidder.
Section 14. Pang Agent. The County Treasurer is hereby appointed to act as
the bond registrar and the Paying Agent of the Office for the purpose of receiving the payments
of principal and interest made by the Office on the Notes at maturity, to bald, allocate, use, and
apply said payments and to perform such other duties and powers of the Paying Agent as are
prescribed in this Resolution.
Section 11. Delivery of Notes. The proper officers of the County shall cause the
Notes to be delivered to the successful bidder when the County Treasurer has received
confirmation of receipt of the proceeds.
FINALcounty resolution - bcce 2008-2009 070808FINAL - 6 -
Section 13. Further Actions Authorized. The County Treasurer and other
appropriate officers of the County are fi.>rther authorized and directed to make, execute and
deliver to the purchaser or purchasers of the Notes (a) a Certificate in the form customarily
required by purchasers of bands of public corporations generally, certifying to the genuineness
and the execution of the Notes, and (b) a receipt in similar form evidencing the payment of the
purchase price of the Notes which receipt shall be conclusive evidence that said purchase price
of the Notes have been paid and has been received on the behalf of the Office. Any purchaser or
subsequent taker or holder of the Notes is hereby authorized to rely upon and shall be justified in
relying upon any Certificate or receipt with respect to the Notes. Such officers and any other
officers of the Office or of the County are hereby authorized to execute any and all other
documents required to consummate the sale and delivery of the Notes.
PASSED AND ADOPTED by the Board of Supervisors of Butte County this
22nd day of July, 2008, by the following vote:
AYES: Supervisors Connelly, Kirk, Dolan, Yamaguchi, and Chair Josiassen
NOES; None
ABSENT: None
Chair, oard of Supervisors,
of Butte, California
Attest:
Supervisors,
FINALcounty resolution - bcoe 2008-2009_070808FINAL - 7
EXHIBIT A
[Attach Note]
FORM OF NOTE
BUTTE COUNTY OFFICE OF EDUCATION
(BUTTE COUNTY, CALIFORNIA)
2008-2009 TAX AND REVENUE ANTICIPATION NOTE
INTEREST
RATE: MATURITY DATE: ISSUE DATE: CUSIl':
, 2009 , 2008
REGISTERED OWNER: CEDE & CO.
PRINCIl'AL SUM: DOLLARS
The BUTTE COUNTY OFFICE OF EDUCATION, Butte County, State of
California (the "Office"), acknowledges itself indebted, and promises to pay, to the
Registered Owner stated above, ar registered assigns (the "Owner"), on the Maturity
Date stated above, the Principal Sum stated above, in lawful money of the United States
of America, and to pay interest thereon in like lawful money at the rate per annum
stated above on the Maturity Date stated above, calculated an the basis of 360-day year
comprised of twelve 30-day months.
It is hereby certified, recited and declared that this Note is one of an authorized
issue of notes in the aggregate principal amount of Dollars ($ ,000,000.00}, all of like
tenor, issued pursuant to the provisions of resolution of the Board of Supervisors (the
"Board") of Butte County (the "County") duly passed and adopted on , 2008 (the
"Resolution"), and pursuant to Article 7.6 (commencing with section 53850} of Chapter
4, Part 1, Division 2, Title 5, of the California Government Code, and that all
conditions, things and acts required to exist, happen and be performed precedent to and
in the issuance of this Note exist, have happened and have been performed in regular
and due time, form and manner as required by law, and that this Note, together with all
other indebtedness and obligations of the County, does not exceed any limit prescribed
by the Constitution or statutes of the State of California.
The principal amount of the Notes, together with the interest thereon, shall be
payable only from taxes, revenue and other moneys that are received by the County on
behalf of the Office for the Repayment Fund of the Office (as defined in the Resolution)
during Fiscal Year 2408-2009 As security for the payment of the principal of and
interest on the Notes, the Board, in the name of the Office, has pledged the first
"unrestricted revenues", as hereinafter defined, (a) in an amount equal to twenty-five
percent (25%) of the principal amount of the Notes from the unrestricted revenues
Fo~xnofNoteButteCOE
FORM OF NOTE
received by the County on behalf of the Office in the month of , 2009, (b} in
an amount equal to twenty-five percent (25%) of the principal amount of the Notes from
the unrestricted revenues received by the County on behalf of the Office in the month of
2009, (c} in an amount equal to twenty-five percent (25°l0) of the principal
amount of the Notes from the unrestricted revenues received by the County an behalf of
the Office in the month of , 2009, and (d) in an amount equal to twenty-five
percent (25%) of the principal amount of the Notes, plus an amount sufficient to pay
interest on the Notes, from unrestricted revenues received by the County on behalf of
the Office in the month of , 2009, such pledged amounts being hereinafter called
the "Pledged Revenues"); and the principal of the Notes and the interest thereon shall
constitute a first lien and charge against and shall be payable from the first money
received by the County from such Pledged Revenues, and to the extent not so paid shall
be paid from any other moneys of the County lawfully available therefor. The term
"unrestricted revenues" shall mean taxes, income, revenue and other moneys intended
as receipts for the general fund of the Office and which are generally available for the
payment of current expenses and other obligations of the Office.
The Notes are issuable as fully registered notes, without coupons, in
denominations of $5,000 each or any integral multiple thereof. Subject to the
limitations and conditions as provided in the Resolution, Notes may be exchanged for a
like aggregate principal amount of Notes of ather authorized denominations and of the
same maturity.
The Notes are not subject to redemption prior to maturity.
This Note is transferable by the Owner hereof, but only under the circumstances,
in the manner and subject to the limitations provided in the Resolution. Upon
registration of such transfer a new Note or Notes, of authorized denomination or
denominations, for the same aggregate principal amount and of the same maturity will
be issued to the transferee in exchange for this Note.
The Board may treat the Owner hereof as the absolute owner hereof for all
purposes and the Board shall not be affected by any notice to the contrary.
Unless this Note is presented by an authorized representative of The Depository
Trust Company to the issuer or its agent for registration of transfer, exchange or
payment, and any Note issued is registered in the name of Cede & Co, or such other
name as requested by an authorized representative of The Depository Trust Company
and any payment is made to Cede & Co., ANY TRANSFER, PLEDGE OR OTHER
USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS
WRONGFUL since the registered owner hereof, Cede & Co., has an interest herein.
2
FotmofNoteButteCOE
FORM OF NOTE
IN WITNESS WHEREOF, the Board of Supervisors of Butte County,
California has caused this Note to be issued in the name of the County and to be
executed by the manual or facsimile signature of the Treasurer-Tax Collector and
countersigned by the manual or facsimile signature of the Clerk of the Board, all as of
the Issue Date stated above.
COUNTY OF BUTTE COUNTY
By ~~ ~~ 8'r~
Treasurer-Tax Collector
Countersigned:
~--h..
Clerk of the oard of Supervis
FormofNoteButteCOE
FORM OF NOTE
ASSIGNMENT
For value received the undersigned hereby sells, assigns and transfers unto
(Name, Address and Tax Identification or Social Security Number of Assignee)
the within registered Note and hereby irrevocably constitute(s) and appoints
attorney, to transfer the same on the Note register of the Treasurer-Tax
Collector with full power of substitution in the premises.
Dated:
Signature Guaranteed:
Signature:
Note: The signatures} an this Assignment must
correspond with the name{s) as written on the face
of the within Note in every particulaz without
alternation or enlargement or any change
whatsoever.
Note: Signature(s) ust be guaranteed by qualified
guarantor.
4
FotmofNoteButteCOE
FORM OF NOTE
FORM OF BOND COUNSEL OPINION
Very truly yours,
BARTKIEWICZ, KRONICK & SHANAHAN
A Professional Corporation
I HEREBY CERTIFY that the foregoing is a true and correct copy of the legal opinion
upon the Notes therein described that was manually signed by Bartkiewicz, Kronick &
Shanahan, and was dated as of the date of delivery of and payment for said Notes.
Clerk of the Board of Sup isors
5
FoRnofNoteButteCOE
CLERK'S CERTIFICATE
I, C. Brian Haddix, Clerk of the Board of Supervisors of Butte County, California, hereby certify as
follows:
The foregoing is a full, true, and correct copy of a resolution duly adapted at a regular meeting of the
Board of Supervisors of said County duly and regularly and legally held at the regular meeting place
thereof on July 22, 2008, of which meeting ail of the members of the Board of Supervisors of said
County had due notice and at which a quorum was present.
I have carefully compared the same with the original minutes of said meeting on file and of record, and
the foregoing is a full, true, and correct copy of the original resolution adapted at said meeting and
entered in said resolution.
Said resolution has nat been amended, modified or rescinded since the date of its adoption, and the same
is now in full force and effect.
Dated: ~' ~ -~ , 2008
C. Brian Haddix, Clerk of the Board of
Supervisors of Butte County
RESOLUTION NO.09-
RESOLUTION OF THE OFFICE OF EDUCATION
OF BUTTE COUNTY AUTHORIZING THE ISSUANCE
OF 2008-2009 TAX AND REVENUE ANTICIPATION NOTES
FOR SAID OFFICE AND REQUESTING THE BOARD OF
SUPERVISORS OF BUTTE COUNTY TO ISSUE SAID NOTES
WHEREAS, pursuant to Sections 53850, et sea., of the Government Code of the State of
California (the "Act"} contained in Article 7.6 thereof, entitled "Temporary Borrowing," on or
after the first day of any fiscal year (being July 1), the Butte County Office of Education (the
"Office") may borrow money by issuing tax and revenue anticipation notes for any purpose for
which the Office is authorized to expend moneys, including, but not limited to, current expenses,
capital expenditures, and the discharge of any obligation or indebtedness of the Office; and
WHEREAS, Section 53853 of the Act provides that such notes must be issued in the
name of the Office by the Board of Supervisors of the county (the "County Board"), the county
superintendent of which has jurisdiction over the Office, as soon as possible following the
receipt of a resolution of the governing board of the Office requesting the borrowing; and
WHEREAS, the County Superintendent of Butte County (the "County") has jurisdiction
over the Office, and this Board of Education (the "Office Board"), being the governing board of
the Office, hereby requests the borrowing of not to exceed Seventeen Million Dollars
($17,000,000) an interest rate not to exceed six percent (6%) through the issue by the County
Board of 2008-2009 Tax and Revenue Anticipation Notes (the "Notes") in the name of the
Office; and
WHEREAS, the Office Board has found and determined that said $17,000,000.00
maximum principal amount of Notes to be issued by the County Board on behalf of the Office in
fiscal year 2008-2009, when added to the interest payable thereon, does not exceed eighty-five
percent (85%) of the estimated amount of the uncollected taxes, income, revenue (including, but
not limited to, revenue from state and federal governments), cash receipts and other moneys of
the Office which will be available far the payment of the Notes and interest thereon, as required
by Section 53858 of the Act; and
NOW, THEREFORE, the Board of Education of Butte County Office of Education
hereby resolves as follows:
Section 1. Findings. All of the above recitals are true and correct and the Office Board
sa finds and determines.
Section 2. Authorization of Issuance of Notes; Terms Thereof; Paying Agent. The
Office Board hereby authorizes the borrowing of an amount not to exceed $17,000,000.00
principal amount of and requests the County Board to issue in the name of the Office, Notes
under Sections 53850, et sea., of the Act, designated "Butte County Office of Education, Butte
bcoe authorizing resolution - 2008-09 trans (2).DOC.
County, State of California, 2008-2009 Tax and Revenue Anticipation Notes" {the "Notes"); to
be numbered from 1 consecutively upward in order of issuance; to be in the denominations of
$5,000, or integral multiples thereof, to be dated the date of delivery thereof; to mature (without
option of prior redemption) on such date as shall be determined by the Superintendent (or the
Superintendent's designee) prior to the date of sale of the Notes, and shall bear interest from
their date, payable at maturity (if the maturity of the Notes is determined to be one year or earlier
from the date of issuance} or payable twelve months from the date of issue and at maturity (if the
maturity of the Notes is determined to be more than one year from the date of issuance}, and
computed on a 30-day month1364-day year basis. The Butte County Treasurer/Tax Collector
(the "County Treasurer"} is hereby designated as the paying agent (the "Paying Agent").
The Office Board hereby authorizes loans to be made to certain of those districts within
the Office's jurisdiction (the "Districts") from the proceeds of the Notes, provided that such
loans shall be repayable at a rate of interest, computed on a 30-day monthf360-day year basis, at
the rate to be borne by the Notes, and as otherwise provided in the resolutions of the Districts
authorizing such loans (the "District Resolutions"}.
Section 3. Form of Notes. The Notes shall be in the form attached to the resolution
entitled "Resolution of the Board of Supervisors of Butte County Authorizing the Issuance of the
2008-2009 Tax and Revenue .Anticipation Notes for the Butte County Office of Education."
That resolution, to be adopted by the County Board in substantially the form on file with the
Secretary of the Office Board, is hereby approved.
Section 4. Deposit of Note Proceeds; No Arbitrage. The moneys sa borrowed shall be
initially deposited in the Treasury of the County in a proceeds fund to the credit of the Office and
subsequently credited in the amount of the respective loans concurrently with the delivery of the
District Notes to the respective general funds of the districts except for the funds for any loans to
Chico Unified School District ("Chico USD") which funds shall be credited upon delivery of the
Chico USD note into a restricted fund of Chico USD, the withdrawal or transfer of funds from
which shall require prior authorization from the County Superintendent or his designee. Until
used or expended, the moneys may be invested in investment securities by the County Treasurer
directly, or through an investment agreement, in investments as permitted by applicable
California law, and meeting Standard and Poor's Ratings Services criteria for investments, or
other investments approved by Standard and Foor's Rating Services including, but not limited to,
investment in the Local Agency Investment Fund maintained by the Treasurer of the State of
California. The Office hereby covenants that it will make no use of the proceeds of the Notes
that would cause the Notes to be "arbitrage bonds" under Section 148 of the Code; and, to that
end, so long as any of the Notes are outstanding, the Office, and all of its officers having custody
or control of such proceeds, shall comply with all requirements of (a) said section, including
restrictions an the use and investment of proceeds of the Notes and the rebate of a portion of
investment earnings an certain amounts, including proceeds of the Notes, if required, to the
Federal government, and (b} of the Income Tax Regulations of the United States Treasury
promulgated thereunder or any predecessor provisions, to the extent that such regulations are, at
the time, applicable and in effect, so that the Notes will not be "arbitrage bonds."
2
bcoe authorizing resolution - 2008-09 trans (2).DOC.
Section 5. Payment of Notes.
(A} Source of Payment. The principal amaunt of the Notes, together with the interest
thereon, shall be payable from taxes, income, revenue, cash receipts, and other moneys which are
received by the Office during fiscal year 2008-2049 and which are available therefor. The Notes
shall be a general obligation of the Office, and, to the extent the Notes are not paid from the
Pledged Revenues defined below, the Notes shall be paid with interest thereon from any other
moneys of the Office lawfully available therefor, as provided herein and by law.
(B) Pledged Revenues. The Notes shall be secured by a pledge of and first lien and
charge against the first unrestricted revenues to be received by the County an behalf of the Office
in such months and in such amounts as shall be determined by the Butte County Superintendent
of Schools (the "Superintendent"), ar the Superintendent's designee, prior to the date of the sale
of the Notes, sufficient to pay the principal of and interest on the Notes at maturity (such pledged
amounts being hereinafter called the "Pledged Revenues"). The term "unrestricted revenues"
shall mean taxes, incame, revenue, cash receipts, and other money of the Office as provided in
Section 53856 of the Act, which are intended as receipts for the general fund of the Office and
which are generally available far the payment of current expenses and other obligations of the
Office, including, but not limited to, those amounts paid by the Districts under the District Notes.
The dates sa designated shall constitute the "deposit dates" referred to in Section 5(B) of each
District resolution.
(C) Deposit of Pledged Revenues in Repayment Fund. The Board of Education shall
deposit Pledged Revenues in the County treasury in a special fund designated as the "Butte
County Board of Education, 2008-2009 Tax and Revenue Anticipation Notes Repayment Fund"
(herein called the "Repayment Fund") and applied as directed in this Resolution. Any moneys
placed in the Repayment Fund shall be for the benefit of the holders of the Notes, and, until the
Notes and all interest thereon are paid ar until provision has been made far the payment of the
Notes at maturity with interest to maturity, the moneys in the Repayment Fund shall be applied
only far the purposes for which the Repayment Fund is created.
{D) Disbursement and Investment of Moneys in Repayment Fund. From the date this
Resolution takes effect, all Pledged Revenues shall, when received, be deposited in the
Repayment Fund to be held, invested and accounted far as provided herein. After such date as
the amount of Pledged Revenues deposited in the Repayment Fund shall be sufficient to pay in
full the principal of and interest on the Notes, when due, any moneys in excess of such amaunt
remaining in or accruing to the Repayment Fund shall be transferred to the general fund of the
Office upon the request of the Office. The Office hereby covenants to return to the respective
District any amaunt received by the Office which represents any portion of a deposit made by the
District described in Section 4 hereof and the investment earnings thereon. On the maturity date
of the Notes, the moneys in the Repayment Fund shall be used, to the extent necessary, to pay
the principal of and interest on the Notes.
Moneys in the Repayment Fund shall be invested in investment securities by the County
Treasurer, ar such other appropriate investment officer of the County, directly, or through an
investment agreement, in investments as permitted by applicable California law, as it is now in
effect and as it may be amended, modified or supplemented from time to time, and the proceeds
3
bcoe authorizing resolution - 2008-09 trans (2).DOC.
of any such investments shall, as received, be deposited in the Repayment Fund and shall be part
of the Pledged Revenues. Investments must meet Standard & Poor's Rating Services criteria for
investments, or other investments approved by Standard and Poor's Rating Services including,
but not limited to, the investments in the Local Agency Investment Fund maintained by the
Treasurer of the State of California. Moneys sa invested, and the earnings thereon, shall be
accounted far as Pledged Revenues, to be withdrawn solely for deposit in the Repayment Fund
and used, to the extent necessary, to pay the principal of and interest on the Notes. Sufficient
money for the payment of principal and interest for the maturing Notes must be placed into the
Repayment Fund in the County Treasury at least one business day prior to the maturity of the
Notes.
Section 6. Execution of Notes. The Office hereby requests the County Treasurer, or
designated deputy thereof, to sign the Notes manually or by facsimile signature; the Clerk of the
County Board {the "Clerk") to countersign the Notes manually or by facsimile signature
(provided at least one of the foregoing signatures is manual; the Clerk to affix the seal of the
County or a facsimile of the seal thereto; and said officers to cause the blank spaces thereof to be
filled in as may be appropriate.
Section 7. Sale of the Notes. The Notes will be sold either at a private sale to an
underwriter or underwriters upon terms and conditions as are acceptable to the Office and
consistent herewith or by competitive bid and awarded as set forth in an Official Notice of Sale
which the Financial Advisor and the County Superintendent, or his or her designee, are hereby
authorized to prepare consistent with this Resolution. The County Treasurer, ar his ar her
designee, is hereby authorized to decide between competitive ar private sale in conjunction with
advice from the financial advisor. If the sale is negotiated, the County Treasurer, or his or her
designee, is authorized to negotiate the sale of no more than $1'7,000,000.00 of notes at an
interest rate of not more than six percent (6%}.
If the sale is by competitive bid, the Superintendent, ar his or her designee, is hereby
directed to execute, and the Clerk of the Office is directed to publish, the Official Native of Sale.
The County Treasurer is authorized to award the sale to said bidder.
Section 8. Pang Agent. The County Treasurer is hereby appointed to act as the
registrar and Paying Agent of the Office for the purpose of receiving the payments of principal
and interest made by the Office on the Notes at maturity, to hold, allocate, use, and apply said
payments and to perform such other duties and powers of the Paying Agent as are prescribed in
this Resolution. The Office shall compensate the County for the services of the County
Treasurer for any expense determined by the County Treasurer.
Section 9. Authorization of Preliminary Official Statement and Official Statement. The
Official Statement relating to the Notes in preliminary form is hereby approved. The
Superintendent, or his or her designee, is hereby authorized and requested to execute and deliver
the Official Statement in substantially the form presented to the Office Board, with such changes
and additions thereto deemed advisable by the Superintendent or any other qualified officer of
the Office. The Office authorizes the distribution by the financial advisor of the Official
Statement to prospective purchasers of the Notes, and authorizes and directs the Superintendent,
or the Superintendent's designee, an behalf of the Office, to deem "final" pursuant to Rule 15c2-
4
brae authorizing resolution - 2008-09 trans (2).DOC.
12 under the Securities Exchange Act of 1934 (the "Rule"} the Official Statement prior to its
distribution by the Office's financial advisor. The execution of the Official Statement, shall be
conclusive evidence of the approval of the Official Statement by the Office.
The Superintendent, or the Superintendent's designee, is separately authorized and
directed to execute a statement that the facts contained in the Official Statement, and any
supplement or amendment thereto (which shall be deemed an original part thereto for purposes
of such statement) were, at the time of the sale of the Notes, true and correct and are material
respects and that the Official Statement did not, on the date of the sale of the Notes, and does not,
as of the date of the delivery of the Notes, contain any untrue statement of a material fact with
respect to the Office or omit to state material facts with respect to the Office required to be stated
or necessary to make any statement made therein not misleading in the light of the circumstances
under which it was made. The Superintendent, or the Superintendent's designee, shall take such
further action as prior to the signing of the Official Statement as are deemed necessary or
appropriate to verify the accuracy thereof.
The Superintendent, or his or her designee, is hereby authorized to execute, as necessary,
a continuing disclosure certificate as may be required pursuant to subsection 15c2-12(b}(5}(i}(C)
of the Rule.
Section 10. Delivery of Notes. The proper officers of the County Board are hereby
requested to deliver the Notes to the successful bidder when the County Treasurer has received
confirmation of receipt of the proceeds. All actions heretofore taken by the officers and agents
of the Office Board with respect to the Notes are hereby approved, confirmed, and ratified, and
the officers of the Office Board are hereby authorized and directed to do any and all things and
take any and all actions which they, ar any of them, may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Notes in accordance with this Resolution,
any supplemental resolution to this Resolution, and resolutions hereafter adopted by the County
Board.
Section 11. Financial Advisor. The Office Board hereby confirms the hiring of
Government Financial Strategies inc., as financial advisor to the Office with respect to the sale of
the Notes.
Section 12. Bond Counsel. The Office Board hereby confirms the hiring of Bartkiewicz,
Kronick & Shanahan as bond counsel to the Office with respect to the sale of the Notes.
Section 13. Further Actions Authorized. All actions heretofore taken by the officers and
agents of the Office Board with respect to the sale and issuance of the Notes are hereby
approved, and the Superintendent, the Secretary of the Board and any and all other officers of the
Office are hereby authorized and directed for and in the name and on behalf of the Office, to do
any and all things and take any and all actions related to the execution and delivery of any and all
certificates, requisitions, agreements and other documents, which they, ar any of them, may
deem necessary or advisable in order to consummate the lawful issuance and delivery of the
Notes. The Secretary of the Board is hereby authorized and directed to file a certified copy of
this Resolution with the County Board, which shall constitute the request of the Office that the
5
bcoe authorizing resolution - 2008-09 trans (2).I70C.
County Board issue and sell the Notes as soon as practicable, and to simultaneously provide
certified copies of this Resolution to the County Treasurer.
PASSED AND ADOPTED by the Board of Education of the Butte County Office of
Education this 14th day of July, 2008, by the following vote:
AYES:
NOES:
ABSENT:
President, Board of Education
Butte County Office of Education
Attest:
~~ _°~Q.s~ _ c
Clerk, Board af~Ed-ucatian
Butte County Office of Education
6
bcoe authorizing resolution - 2008-09 trans (2).I?OC.
SECRETARY'S CERTIFICATE
Certified Copy of Resolution _
Adopted on July 14, 2008
I, Don McNelis, hereby certify that I am the Superintendent of the Butte County Office of
Education, a county office duly organized and existing under and by virtue of the Constitution
and laws of the State of California (the "Office") and that as such I am authorized to execute this
Certificate on behalf of the Office.
I hereby further certify that attached hereto is a complete copy of a resolution which was
duly adopted by the Board of Education of the Office at a meeting thereof which was duly called
and held on July 14, 2008, and at such meeting a quorum was present and acting throughout, and
that said resolution has not been amended, modified ar rescinded since the date of adoption and
is now in full force and effect.
Dated: , 2008 BUTTE COUNTY OFFICE OF EDUCATION
By: ~a.~ ~ e~.~-U
Don McNelis, Superintendent~-
bcoe authorizing resolution - 2008-09 trans {2).DOC
EXHIBIT A
[Attach Specimen Nate for Butte County Office of Education]
bcoe authorizing resolution - 2008-09 trans (2).DOC
FORM OF NOTE
BUTTE COUNTY OFFICE OF EDUCATION
(BUTTE COUNTY, CALIFORNIA}
2008-2009 TAX AND REVENUE ANTICIPATION NOTE
INTEREST
RATE: MATURITY DATE: ISSUE DATE: CUSIP:
2009 , 2008
REGISTERED OWNER: CEDE & CO.
PRINCIl'AL SUM: DOLLARS
The BUTTE COUNTY OFFICE OF EDUCATION, Butte County, State of
California (the "Office"}, acknowledges itself indebted, and promises to pay, to the
Registered Owner stated above, or registered assigns (the "Owner"), on the Maturity
Date stated above, the Principal Sum stated above, in lawful money of the United States
of America, and to pay interest thereon in like lawful money at the rate per annum
stated above on the Maturity Date stated above, calculated on the basis of 360-day year
comprised of twelve 30-day months.
It is hereby certified, recited and declared that this Note is one of an authorized
issue of notes in the aggregate principal amount of Dollars ($ ,000,000.00}, all of like
tenor, issued pursuant to the provisions of resolution of the Board of Supervisors {the
"Board") of Butte County (the "County") duly passed and adopted on , 2008 (the
"Resolution"), and pursuant to Article 7.6 {commencing with section 53850) of Chapter
4, Fart 1, Division 2, Title 5, of the California Government Gode, and that all
conditions, things and acts required to exist, happen and be performed precedent to and
in the issuance of this Nate exist, have happened and have been performed in regular
and due time, farm and manner as required by law, and that this Nate, 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.
The principal amount of the Notes, together with the interest thereon, shall be
payable only from taxes, revenue and other moneys that are received by the County on
behalf of the Office far the Repayment Fund of the Office {as defined in the Resolution)
during Fiscal Year 2008-2009 As security for the payment of the principal of and
interest on the Notes, the Board, in the name of the Office, has pledged the first
"unrestricted revenues", as hereinafter defined, (a} in an amount equal to twenty-five
percent (25°l0) of the principal amount of the Notes from the unrestricted revenues
1
Forn~ofNoteButteCOE (2).doc
FORM OF NOTE
received by the County on behalf of the Office in the month of , 2009, (b) in
an amount equal to twenty-five percent (25°l0) of the principal amount of the Notes from
the unrestricted revenues received by the County on behalf of the Office in the month of
2009, (c) in an amount equal to twenty-five percent (25%) of the principal
amount of the Notes from the unrestricted revenues received by the County on behalf of
the Office in the month of , 2009, and (d) in an amount equal to twenty-five
percent (25%) of the principal amount of the Notes, plus an amount sufficient to pay
interest on the Notes, from unrestricted revenues received by the County an behalf of
the Office in the month of , 2009, such pledged amounts being hereinafter called
the "Pledged Revenues"); and the principal of the Notes and the interest thereon shall
constitute a first lien and charge against and shall be payable from the first money
received by the Caunty from such Pledged Revenues, and to the extent not so paid shall
be paid from any other moneys of the Caunty lawfully available therefor. The term
"unrestricted revenues" shall mean taxes, income, revenue and other moneys intended
as receipts for the general fund of the Office and which are generally available for the
payment of current expenses and other obligations of the Office.
The Notes are issuable as fully registered notes, without coupons, in
denominations of $5,000 each or any integral multiple thereof. Subject to the
limitations and conditions as provided in the Resolution, Notes may be exchanged far a
like aggregate principal amount of Notes of other authorized denominations and of the
same maturity.
The Notes are not subject to redemption prior to maturity.
This Note is transferable by the Owner hereof, but only under the circumstances,
in the manner and subject to the limitations provided in the Resolution. Upon
registration of such transfer a new Note or Notes, of authorized denomination or
denominations, for the same aggregate principal amount and of the same maturity will
be issued to the transferee in exchange for this Note.
The Board may treat the Owner hereof as the absolute owner hereof for all
purposes and the Board shall not be affected by any notice to the contrary.
Unless this Note is presented by an authorized representative of The Depositary
Trust Company to the issuer or its agent for registration of transfer, exchange or
payment, and any Nate issued is registered in the name of Cede & Co. or such other
name as requested by an authorized representative of The Depositary Trust Company
and any payment is made to Cede & Co., ANY TRANSFER, PLEDGE OR OTHER
USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS
WRONGFUL since the registered owner hereof, Cede & Co., has an interest herein.
2
FoimofNoteButteCOE (2).doo
FORM OF NOTE
IN WITNESS WHEREOF, the Board of Supervisors of Butte County,
California has caused this Note to be issued in the name of the County and to be
executed by the manual or facsimile signature of the Treasurer-Tax Collector and
countersigned by the manual or facsimile signature of the Clerk of the Board, all as of
the Issue Date stated above.
COUNTY OF BUTTE COUNTY
By ~`~a~rn ~. F~..
Treasurer-Tax Collector
Countersigned:
~~~m~
Clerk of the Board of Supervisors
3
Foimofl~ToteButteCOE (2).doc
FORM OF NOTE
ASSIGNMENT
For value received the undersigned hereby sells, assigns and transfers unto
(Name, Address and Tax Identification or Social Security Number of Assignee)
the within registered Note and hereby irrevocably constitute(s) and appoints
attorney, to transfer the same on the Note register of the Treasurer-Tax
Collector with full power of substitution in the premises.
Dated: Signature:
Note: The signatures} on this Assignment must
correspond with the name(s) as written on the face
of the within Note in every particular without
alternation or enlargement or any change
whatsoever.
Signature Guaranteed:
Note: Signature(s) ust be guaranteed by a wed
guarantor.
4
FormofNoteButteCOE (2).doc
FORM OF NOTE
FORM OF BOND COUNSEL OPINION
Very truly yours,
BARTKIEWICZ, KR,ONICK & SHANAHAN
A Professional Corporation
I HEREBY CERTIFY that the foregoing is a true and correct copy of the legal opinion
upon the Notes therein described that was manually signed by Bartkiewicz, Kronick &
Shanahan, and was dated as of the date of delivery of and payment for said Notes.
Clerk of the Board of Supe 'ors
Fom~ofNoteButteCOE (2).doc
RESOLUTION NO.
RESOLUTION OF THE BOARD OF TRUSTEES OF
THE PARADISE UNIFIED SCHOOL DISTRICT
AUTHORIZING BORROWING
WHEREAS, pursuant to Sections 53850, et se ., of the Government Cade of the State of
California (the "Act") contained in Article 7.6 thereof, entitled "Temporary Borrowing," on or
after the first day of any fiscal year (being July 1), the Paradise Unified School District (the
"District") may borrow money by issuing notes for any purpose far which the District is
authorized to expend moneys, including, but not limited to, current expenses, capital
expenditures, and the discharge of any obligation or indebtedness of the District; and
WHEREAS, this Board of Trustees (the "District Board"), being the governing board of
the District, hereby requests a loan of not to exceed Five Million Dollars ($5,000,000.00) at an
interest rate not to exceed six percent (6%) per annum (the "Loan") through the issue by the
Board of Supervisors of the County of Butte (the "County") of 2008-2049 Tax and Revenue
Anticipation Note (the "TRANs") on behalf of the Butte County Office of Education (the
"Office"), and to evidence such loan by execution of its note (the "Note"}; and
WHEREAS, such Note is payable not later than fifteen months after the date of issue, and
such Note shall be payable only from revenue received ar accrued during the fiscal year 2008-
2009 in which issued; and
WHEREAS, pursuant to Section 53856 of the Act, the District may pledge any taxes,
income, revenue, cash receipts, or other moneys deposited in inactive or term deposits (but
excepting certain moneys encumbered for a special purpose} and this Resolution specifies that
certain unrestricted revenues which will be received by the District for the General Fund of the
District during ar allocable to fiscal year 2008-2009 are pledged for the payment of the Note; and
WHEREAS, the Note shall be a general obligation of the District, and to the extent not
paid from the taxes, income, revenue, cash receipts, and other moneys of the District pledged for
the payment thereof shall be paid with interest thereon from any other moneys of the District
lawfully available therefor, as required by Section 53857 of the Act; and
WHEREAS, the Note shall be issued an a date to be determined; and shall be in the form
and executed in the manner prescribed in this Resolution, as required by Section 53853 of the
Act; and
WHEREAS, the District Board has found and determined that said $5,000,000.00
maximum principal amount of Note, when added to the interest payable thereon, does not exceed
eighty-five percent (85%} of the estimated amount of the uncollected taxes, income, revenue
(including, but not limited to, revenue from state and federal governments), cash receipts and
other moneys of the District which will be available for the payment of the Note and interest
thereon, as required by Section 53858 of the Act; and
WHEREAS, The District Board has found and determined that the Note will not be
issued to finance a working capital reserve and will be expended within the time period required
as provided in the Income Tax Regulations of the United States Treasury; and
paradise authorizing resolution - bcoe 2008-2009
NOW, THEREFORE, the Board of Trustees of the Paradise Unified School District
hereby resolves as follows:
Section 1. Findin s. All of the above recitals are true and correct and the District Board
so finds and determines.
Section 2. Authorization of Issuance of Note; Terms Thereof; Paving Agent. The
District Board hereby authorizes the harrowing from the Office of an amount not to exceed
$5,000,000.00 principal amount and the issuance of a Note under Sections 53850, et se ., of the
Act, to he dated the date of delivery thereof; to mature {without option of prior redemption) and
to bear interest at the rate or rates as determined in accordance with the Issuance Resolution
(defined below). Subject to Section 3 hereof, both the principal of and interest on the Note shall
be payable in lawful money of the United States of America at the principal office of the Butte
County Treasurer/Tax Collector, Oroville, California, which is hereby designated by this Board
as the paying agent for the Note (the "Paying Agent").
Section 3, Form of Nate. The Note shall be substantially in the farm and substance set
forth in Exhibit A attached hereto and by reference incorporated herein, the blanks in said form
to be filled in with appropriate words and figures.
Section 4. Deposit of Loan Proceeds; No Arbitrage. The moneys so borrowed shall be
initially deposited in the Treasury of the County in a proceeds fund to the credit of the Butte
County Office of Education and subsequently credited to the general fund of the District
concurrently with the delivery of the District Note. Such funds are to be withdrawn, used or
expended by the District far any purpose for which it is authorized to invest or expend funds
from the general fund of the District, including, but not limited to current expenses, capital
expenditures or the discharge of any obligation of indebtedness of the District. Until used or
expended, the moneys may be invested in investment securities by the County Treasurer directly,
or through an investment agreement, in investments as permitted by applicable California law,
and meeting Standard and Poor's Ratings Services criteria for investments, or other investments
approved by Standard and Poor's Rating Services including, but not limited to, investment in the
Local Agency Investment Fund maintained by the Treasurer of the State of California. The
District hereby covenants that it will make no use of the proceeds of the Note that would cause
the Note to be "arbitrage bonds" under Section 148 of the Code; and, to that end, so long as the
Nate is outstanding, the District, and all of its officers having custody or control of such
proceeds, shall comply with all requirements of (a) said section, including restrictions on the use
and investment of proceeds of the Note and the rebate of a portion of investment earnings on
certain amounts, including proceeds of the Nate, if required, to the Federal government, and (b)
of the Income Tax Regulations of the United States Treasury promulgated thereunder or any
predecessor provisions, to the extent that such regulations are, at the time, applicable and in
effect, so that the Note will not be "arbitrage bonds."
Section 5. Payment of Note.
(A} Source of Payment. The principal amount of the Note, together with the interest
thereon, shall be payable from taxes, income, revenue, cash receipts, and other moneys which are
received by the District during fiscal year 2008-2009 and which are available therefor. The Note
shall be a general obligation of the District, and, to the extent the Note is not paid from the
Pledged Revenues defined below, the Note shall be paid with interest thereon from any other
moneys of the District lawfully available therefor, as provided herein and by law.
paradise authorizing resolution - bcoe 2008-2009
(B) Pledged Revenues. As security for the payment of the principal of and interest on
the Note, the District hereby pledges an amount equal to the principal amount of the Nate from
the unrestricted revenues received by the District in the months designated as deposit dates by
the Butte County Superintendent of Schools (the "Superintendent") as provided in the resolution
authorizing the issuance of the TRANS (the "Issuance Resolution"), plus an amount sufficient to
pay interest on the Note, from unrestricted revenues received by the Superintendent (such
pledged amounts being hereinafter called the "Pledged Revenues"). The term "unrestricted
revenues" shall mean taxes, income, revenue, cash receipts, and other money of the District as
provided in Section 53856 of the Act, which are intended as receipts far the general fund of the
District and which are generally available for the payment of current expenses and other
obligations of the District.
The principal of the Note and the interest thereon shall be a first lien and charge against
and shall be payable from the first moneys received by the District from such Pledged Revenues,
as provided by law.
In the event that there are insufficient unrestricted revenues received by the District to
permit the deposit with the County Treasurer of the full amount of Pledged Revenues to be
deposited from unrestricted revenues in a month, then the amount of any deficiency shall be
satisfied and made up from any other moneys of the District lawfully available for the repayment
of the Note and the interest thereon.
(C) Deposit of Pledged Revenues in Repayment Fund. The District shall deposit
Pledged Revenues in the County treasury in a special fund designated as the "Paradise Unified
School District 2008-2009 Tax and Revenue Anticipation Note Repayment Fund," (herein called
the "Repayment Fund") established pursuant to the established pursuant to the resolution of the
County Board authorizing the issuance of the TRANs (the "Issuance Resolution"} and applied as
directed in the Issuance Resolution. Any moneys placed in the Repayment Fund shall be for the
benefit of the holders of the Note, and until the Note and all interest thereon are paid or until
provision has been made far the payment of the Note at maturity with interest to maturity, the
moneys in the Repayment Fund shall be applied only for the purposes for which the Repayment
Fund is created.
(D) Disbursement of Moneys Deposited with Treasurer. From the date this Resolution
takes effect, all Pledged Revenues shall, when received, be deposited in the Repayment Fund to
be held, invested and accounted for as provided herein. After such date as the amount of
Pledged Revenues deposited in the Repayment Fund shall be sufficient to pay in full the
principal of and interest an the Promissory Note, when due, any moneys in excess of such
amount remaining in or accruing to the Repayment Fund shall be transferred to the General Fund
of the District upon the request of the District. On the maturity date of the Promissory Note, the
moneys in the Repayment Fund shall be used, to the extent necessary, to pay the principal of and
interest on the Promissory Note. In accordance with Government Code Section 5385'7, the
District shall make up any deficiency from any other money of the District lawfully available for
the payment of the Promissory Note and the interest thereon.
Section 6. Execution of Note. The Treasurer, or designated deputy thereof, is hereby
authorized to sign the Note manually or by facsimile signature; the Clerk of the District Board
(the "Clerk"} to countersign the Note manually or by facsimile signature; and said officers to
cause the blank spaces thereof to be filled in as may be appropriate.
paradise authorizing resolution - bcoe 2008-2009
Section 7. General. Ali actions heretofore taken by the officers and agents of the
District Board with respect to the Note are hereby approved, confirmed and ratified, and the
officers of the District Board are hereby authorized and directed to do any and all things and take
any and all actions which they, or any of them, may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Note in accordance with this Resolution.
Section 8. Further Actions Authorized. It is hereby covenanted that the District Board,
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 secured property taxes pledged under this Resolution in accordance with the
law and for carrying out the provisions of this Resolution and the Issuance Resolution.
Section 9. Covenants. The District Board and its officers, agent and employees hereby
covenant to comply with the liens of this Resolution and the Issuance Resolution.
Section 10. Transmittal of Resolution. The Clerk is hereby directed to send a certified
copy of this Resolution to the County Board, the Treasurer and the County Superintendent of
Schools.
PASSED AND ADOPTED by the Board of Trustees of the Paradise Unified School
District this 17th day of June, 2008, by the following vote:
AYES
NOES:
ABSENT:
President, Board of Trustees
Paradise Unified Schoai District
Attest:
___~~- ~~
Clerk, Board of rustees
Paradise Unified School District
paradise authorizing resolution - bcoe 2008-2009
EXHIBIT A
SPECIMEN NOTE OF PARADISE USD
paradise authorizing resolution - bcoe 2008-2009
FORM OF NOTE
PARADISE UNIFIED SCHOOL DISTRICT
(BUTTE COUNTY, CALIFORNIA)
PROMISSORY NOTE
Date: , 2008
FOR VALUE RECEIVED, PARADISE UNIFIED SCHOOL DISTRICT, Butte County,
State of California (the "District"} acknowledges itself indebted, and promises to pay, to the
Butte County Board of Education {the "BCBOE"}, at the Office of the Treasurer and Tax
Collector of the County of Butte, the principal sum of
DOLLARS
In lawful money of the United States of America, on , 2008 together with interest
thereon at the rate of
PERCENT ~._%)
per annum, in like lawful money of the United Sates of America from the date hereof until
payment in full of said principal sum.
It is hereby certified, recited and declared that this Note is made, executed and given
pursuant to the provisions of a resolution of the Board of Supervisors (the "Board"} of Butte
County (the "County"} duly passed and adopted on , 2008, and a resolution of the District
duly passed and adopted on , 2008 under and by authority of Article 7.6 (commencing
with section S38S0} of Chapter 4, Part 1, Division 2, Title S, of the California Government Cade,
and that all conditions, things and acts required to exist, happen and be performed precedent to
and in the issuance of this Nate exist, have happened and have been performed in regular and
due time, form and manner as required by law, and that this Nate, together with all other
indebtedness and obligations of the District, does not exceed any limit prescribed by the
Constitution ar statutes of the State of California.
The principal amount of the Notes, together with the interest thereon, shall be payable
only from taxes, revenue and other moneys that are received by the District during fiscal year
2008-2009. As security for the payment of the principal of and interest on the Notes, the District
has pledged the first "unrestricted revenues", as hereinafter defined, (a) in an amount equal to
twenty-five percent (2S°/a) of the principal amount of the Notes from the unrestricted revenues
received by the District in the month of , 2009, (b) in an amount equal to twenty-five
percent (2S%) of the principal amount of the Notes from the unrestricted revenues received by
the District in the month of , 2009, (c} in an amount equal to twenty-five percent (2S%) of
the principal amount of the Notes from the unrestricted revenues received by the District in the
month of , 2009, and (d) in an amount equal to twenty-five percent (2S%} of the principal
amount of the Notes, plus an amount sufficient to pay interest on the Notes, from unrestricted
revenues received by the District in the month of 2009, (such pledged amounts being
hereinafter called the "Pledged District Revenues"); and the principal of the Notes and the
interest thereon shall constitute a first lien and charge against and shall be payable from the first
money received by the District from such Pledged District Revenues, and to the extent not so
paid shall be paid from any other moneys of the District lawfully available therefor. The term
SPECIMEN NOTE
"unrestricted revenues" shall mean taxes, income, revenue and other moneys intended as receipts
for the general fund of the Office and which are generally available for the payment of current
expenses and other obligations of the Office.
IN WITNESS WHEREOF, the Board of Supervisors of Butte County, California has
caused this Note to be issued in the name of the County and to be executed by the manual or
facsimile signature of the Treasurer-Tax Collector and countersigned by the manual or facsimile
signature of the Clerk of the Board, all as of the Issue Date stated above.
COUNTY OF BUTTE COUNTY
By ~~a.~
. Treasurer-Tax ollector
Countersigned:
Clerk of the Board of Supervisors
ParadiseFotmNote