HomeMy WebLinkAbout91-055RESOLUTION NO. 91-55
A RESOLUTION OF THE BOARD OF SUPERVISORS OF BUTTE
COUNTY, CALIFORNIA, AUTHORIZING THE ISSUANCE OF CHICO
UNIFIED SCHOOL DISTRICT, COUNTY OF BUTTE, CALIFORNIA,
1991 GENERAL OBLIGATION BONDS, SERIES B, IN THE
PRINCIPAL AMOUNT NOT TO EXCEED $8,Oaa,aQa FOR THE
PURPOSE OF FINANCING REAL PROPERTY ACQUISITION OR
IMPROVEMENTS.
WHEREAS, a duly called special municipal election was hold
in the Chico Unified School District (the "District"), Butte
County (the "County"), State of California, on April 12, 1988
and will tae canvassed pursuant to law;
WHEREAS, at such election there was submitted to and
approved by the requisite two-thirds vote of the qualified
electors of the District a question as to the issuance and,saie
of general obligation bonds of the District for various
purposes set forth in the ballot submitted to the voters; in
the maximum amount of ,$18,425,a0a payable from the levy of an
ad valorem tax against the taxable property in the District;
WHEREAS, pursuant to such authorization by the voters,
Chico Unified School District, County of Butte, ].988 General
Obligation Bonds, Series A, in the principal amount of
$3,800,000 were issued in July, 1988;
WHEREAS, at this tame this Board has received the
resolution of the governing board of the District requesting
the issuance of a portion of such Bonds in the aggregate
principal amount not to exceed $B,OOa,000 (the "Series B
Bonds");
WHEREAS, all acts, conditions and things required by law to
be done or performed have been done and performed in strict
conformity with the laws authorizing the issuance of general
obligation bonds of the District, and the indebtedness of the
District, including this proposed issue of Series B Bonds, is
within all limits prescribed by law;
WHEREAS, pursuant to Section 265(b}(3) of the Internal
Revenue Code of 1986, as amended {the "Code"), under certain
circumstances, certain obligations the interest on which is
exempt from federal income tax under Section la3 of the Code
may be designated by the issuer thereof as "qualified
tax-exempt obligations," thereby allowing certain financial
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institutions that are holders of such qualified tax-exempt
obligations to deduct for federal income tax purposes a portion
of such institution's interest expense that is allocable to
such qualified tax-exempt obligations, all as determined in
accordance with Sections 265 and 291 of the Code; and
WHEREAS, the governing Board of the District has
represented that:
(1} the Series B Bonds authorized by this resolution are
not private activity bonds within the meaning of Section 141 of
the Code;
(2) the District, together with all of its subordinate
entities, has heretofore issued no obligations (other than
those obligations described in Paragraph (4) below} in calendar
year 1991 the interest on which is exempt from federal income
tax under Section 103 of the Cade;
(3) the District anticipates that it, together with its
subordinate entities, will issue during the remainder of
calendar year 1991 obligations (other than those obligations
described n Paragraph (4) below) the interest on which is
exempt from federal income tax under Section 103 of the Code
which, when aggregated with all obligations described in
Paragraph (2) above, will not exceed an aggregate principal
amount of $10,000,000; and
{4) notwithstanding Paragraphs (2) and (3) above, the
District and its subordinate entities may have issued in
calendar year 1991 and may continue to issue during the
remainder of calendar year 1991 private activity bonds other
than qualified 501(c)(3) bonds as defined in Section 145 of the
Code; and
WHEREAS, the District wishes to designate the Series B
Bonds as "qualified tax--exempt obligations" within the meaning
of Section 265(b)(3) of the Code;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS
OF BUTTE COUNTY, CALIFORNIA, AS FOLLOWS:
SECTION 1. That for the purpose of raising money for the
acquisition of land for elementary and secondary school sites,
the permanent improvement of school sites, the building or
construction of improvements both on and off the school sites
that are essential to the development of the schools, the
making of permanent alterations, additions or fixtures to the
school buildings, structures and facilities, the building or
purchasing of school buildings, structures and facilities and
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to pay all necessary legal, financial, engineering and
contingent costs in connection therewith, the County hereby
authorizes the issuance of the Series B Bonds.
SECTION 2, Notice Inviting Bids. The invitation for bids
for the purchase of the Series B Bands is hereby authorized,
such invitation to be substantially in accordance with the
Native Inviting Proposals For Purchase of Bonds attached hereto
as Exhibit A and by this reference incorporated herein (the
"Notice Inviting Bids"). The Notice Inviting Bids and the Bid
Form (including the memorandum of interest cast), attached
hereto as Exhibit B and by this reference incorporated herein,
are hereby approved.
SECTION 3. I, cal Publicati n f N tic of Inten ion
Sell Bonds. The Superintendent of the District is hereby
directed to execute and the Clerk of the District is directed
to publish the Notice of Intention to Sell Bonds attached
hereto as Exhibit C (the "Notice of Intention to Sell"} in the
Enterprise Record and the News and Review, newspapers published
and of general circulation in Butte County, California, once a
week for two successive weeks.
SECTION 4. Terms and Conditions of Sale. The terms and
conditions of the offering and the sale of the Series B Bonds
shall be as specified in the Notice Inviting Bids. Upon
receipt of bids, the County Treasurer-Tax Collector is
authorized to accept the lowest bid, and, after consultation
with the District, award the Series B Bands to the lowest
bidder.
SECTION 5. F rnishin f N i e Invi in Bid n Offi ial
Statement. The Clerk of the District and the financial advisor
to the District, Security Pacific National Bank (the "Financial
Advisor") are hereby authorized and directed to cause to be
furnished to prospective bidders a reasonable number of copies
of the Notice Inviting Bids (including the Bid Form} and a
reasonable number of copies of the Official Statement.
SECTION 5. Pu lica i n f In n i n t 11. The
Superintendent of the District is hereby directed to execute
and publish a Notice of Intention to Sell in Thg Bond B_uygz~
once at least fifteen (l5) days prior to the date set to
receive bids.
SECTION 7. eneral Authoriz ti n. The Financial Advisor
and/or Bond Counsel are hereby authorized and directed to open
the bids at the time and place specified in the Notice Inviting
Bids and to present the same to the County. 'The Financial
Advisor and/or Band Counsel are hereby authorized and directed
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to receive and record the receipt of all bids made pursuant to
the Notice Inviting Bids, to cause said bads to be examined for
compliance with the Notice Inviting Bads, to cause computations
to be made as to which bidder has bid the lowest net interest
cost, as provided in the Notice Inviting Bids, along with a
report as to the foregoing and any other matters deemed
pertinent to the award of the Series B Bands and the
proceedings far the issuance thereof.
SECTION $. The Series B Bonds shall be issued as fully
registered Bonds registered as to both principal and interest,
in the denominations of $5,000 or any integral multiple
thereof, and shall be dated May 15, 1991.
The Series B Bonds shall bear interest from the date of the
Series B Bonds to maturity of each of the Series B Bonds at a
rate ar rates such that the interest rate shall not exceed 12%
per annum. Interest shall be payable an May 15 and November 15
of each year (the "Interest Payment Dates"), commencing May 15,
1992, until the principal amount has been paid or provided
for. Each Series B Bond shall bear interest from the interest
payment date next preceding the date of authentication thereof .
unless it is authenticated as of a day during the period from
the 15th day of the month next preceding any interest payment
date to the interest payment date, inclusive, in~whach event. at
shall bear interest from such interest payment date, or unless
it is authenticated on or before May 15, 1992, in which event
it shall bear interest from May 15, 1991.
The Series B Bonds shall mature on May 15, 2016 of the
years and in the amounts determined by the County Treasurer-Tax
Collector upon the recommendation of the Distract, such
determination to be conclusively evidenced by the publication
of such dates and amounts in the Notice Inviting Bids.
The Series B Bonds maturing on or before May 15, 2003.are
not subject to redemption. The Series B Bonds maturing on
May 15, 2004, or any time thereafter, are subject to for
redemption prior to their stated maturity date at the option of
the District, in whale on any date, or in Bart on any Interest
Payment Date, on or after May 15, 2003, and may be redeemed
prior to the maturity thereof by payment of all principal, plus
accrued interest to date of redemption, plus the. payment of a
premium (expressed as a percentage of the principal amount),
payable from any source lawfully available therefor, as follows;
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Re em tion Date Redemption Premium
May 15, 2003 and November 15, 2003 1030
May 15, 2009 and November 15, 2004 142.5
May 15, 2405 and November 15, 2005 102
May 15, 2005 and November 15, 2006 141.5
May 15, 2047 and November 15, 2407 141
May 15, 2008 and November 15, 2048 144.5
May 15, 2409 and November 15, 2009 140
If less than aII of the Series B Bonds of any one maturity
shall be called for redemption, the particular Series B Bands
or portions of Series B Bonds of such maturity to be redeemed
shall be selected by lot at the direction of the District by
the Bond Registrar (as defined in Section 10 below) in such
manner as the Bond Registrar in its discretion may determine;
provided, however, that the portion of any Series B Bond to be
redeemed shall be in the principal amount of $25,Ofl0 or some
multiple thereof and that, in selecting Series B Bonds for
redemption, the Bond Registrar shall treat each Series B Bond
as representing that number of Series B Bonds which is obtained
by dividing the principal amount of such Series B Bond by
$5,444. Tf less than all of the Series B Bonds stated to
mature on different dates shall be called for redemption, the
particular Bands or portions thereof to be redeemed shall be
called in the inverse order of their maturities.
The Bond Registrar shall give notice of the redemption of
the Series B Bonds at the expense o£ the District. Such notice
shall specify: (a) that the Series B Bonds or a designated
portion thereof are to be redeemed, (b) the numbers and CUS1P
numbers of the Series B Bonds to be redeemed, {c) the date of
notice and the date of redemption, {d) the place or places
where the redemption will be made, and (e) descriptive
information regarding the Series B Bonds including the dated
date, interest rate and stated maturity date. Such notice
shall further state that on the specified date there shall
become due and payable upon each Series B Bond to be redeemed,
the portion of the principal amount of such Series B Bond to be
redeemed, together with interest accrued to said date, and
redemption premium, if any, and that from and after such date
interest with respect thereto shall cease to accrue and be
payable.
Notice of redemption shall be by registered or otherwise
secured mail or delivery service, postage prepaid, to the
original purchaser of the Series B Bands, or if the original
purchaser is a syndicate, to the managing member of such
syndicate, to a municipal registered securities depository and
to a national information. service that disseminates securities
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redemption notices, and by first class mail, postage prepaid,
to the District and County and the respective Owners of any
registered Series B Bands designated for redemption at their
addresses appearing on the Bond registration books,r~aretor~he
case at least 3Q days, but not more than 60 days, p
redemption date; row., v~ded that neither failure to receive such
notice nor any defect in any notice so mailed shall affect the
sufficiency of the proceedings for the redemption of such
Series B Bonds.
SECTION 9. The Series B Bonds shall be signed by the
Chairman of the Board of Supervisors and the County
Treasurer-Tax Collector by their manual ar facsimile signatures
and countersigned by the manual or facsimile signature of and
the seal of the County affixed thereto by the Clerk of the
Board of Supervisors, all in their official capacities. Na
Series B Bond shall be valid or obligatory for any purpose or
shall be entitled to any security or benefit under this
resolution unless and until the certificate of authentication
printed on the Series B Sond is signed by the Bond Registrar as
authenticating agent. Authentication by the Bond Registrar
shall be conclusive evidence that the Series B Bond so
authenticated has been duly issued, signed and delivered under
this resolution and is entitled to the security and benefit of
this Resolution.
SECTION 1Q. This Board does hereby appoint Security
Pacific National Bank, I,oS Angeles, California, to act as the
authenticating agent, bond registrar, transfer agent and paying
agent (collectively, the "Bond Registrar") for~the Series B
Bands.
SECTION lI. The principal of and interest on the Series B
Bonds shall be payable in lawful money of the United States of
America without deduction for the services of the Bond
Registrar as paying agent. Principal shall be payable when due
upon presentation and surrender of the Series B Bonds at the
principal corporate trust office of the Bond Registrar.
Interest on a Series B Bond shall be paid on each Interest
Payment Date by check or draft mailed to the person in whose
name the Series B Bond was registered, and to that person's
address appearing, on the Bond Register (as defined in
Section 12 below) at the close of business on the 15th day of
the calendar month next preceding that Interest Payment Date
(the "Record Date").
SECTION 12. So long as any of the Series B Bands remain
outstanding, the District will cause the Bond Registrar to
maintain and keep at its principal corporate trust office all
books and records necessary for the registration; exchange and
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transfer of the Series B Bonds as provided in this Section (the
"Bond Register"}. Subject to the provisions of Section 11
above, the person in whose name a Series B Bond is registered
an the Bond Register shall be regarded as the absolute owner of
that Series B Band far all purposes of this Resolution.
Payment of or on account of the principal of and interest on
any Series B Bond shall be made only to or upon the order of
that person; neither the District, the County nor the Bond
Registrar shall be affected by any notice to the contrary, but
the registration may be changed as provided in this Section.
All such payments shall be valid and effectual to satisfy and
discharge the District's liability upon the Series B Bonds,
including interest, to the extent of the amount or amounts so
paid.
Any Series B Bond may be exchanged far Series B Bonds of
any authorized denomination upon presentation and surrender at
the principal corporate trust office of the Bond Registrar.
together with a request for exchange signed by the registered
owner or by a person legally empowered to do so in a form
satisfactory to the Bond Registrar. A Series B Bond may be
transferred only on the Bond Register upon presentation and
surrender of the Series B Bond at the principal corporate trust
office of the Bond Registrar together with an assignment
executed by the registered owner or by a person legally
empowered to do so in a form satisfactory to the Bond
Registrar. Upon exchange or transfer the Bond Registrar shall
complete, authenticate and deliver a new Series B Bond or
Series B Sonds of any authorized denomination or denominations
requested by the owner equal in the aggregate to the unmatured
principal amount of the Series B Bond surrendered and bearing
interest at the same rate and maturing an the same date.
Tf manual signatures on behalf of the County are required,
the Bond Registrar shall undertake the exchange or transfer of
Series B Bonds only after the new Series B Bonds are signed by
the authorized officers of the County. Tn all cases of
exchanged or transferred Series B Bonds, the County shall sign
and the Bond Registrar shall authenticate and deliver Series B
Bands in accordance with the provisions of this Resolution.
A11 fees and costs of transfer shall be paid by the
transferor. Those charges may be required to be paid before
the procedure is begun for the exchange or transfer. All
Series B Bonds issued upon any exchange or transfer shall be
valid obligations of the District, evidencing the same debt,
and entitled to the same security and benefit under this
Resolution as the Series B Bonds surrendered upon that exchange
or transfer.
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Any Series B Bond surrendered to the Band Registrar for
payment, retirement, exchange, replacement or transfer shall be
cancelled by the Bond Registrar. The District and the County
may at any time deliver to the Bond Registrar for cancellation
any previously authenticated and delivered Series B Bonds that
the District and the County may have acquired in any manner
whatsoever, and those Series B Bonds shall be promptly
cancelled by the Bond Registrar. Written reports of the
surrender and cancellation of Series B Bonds shall be made to
the Distract and the County by the Bond Registrar at least
twice each calendar year. The cancelled Series B Bonds shall
be retained for a period of time and then returned to the
District or destroyed by the Bond Registrar as directed by the
District.
Neither the District, the County nor the Bond Registrar
will be required {a) to issue or transfer any Series B Bands
during a period beginning with the opening of business on the
ISth business day next preceding either any Interest Payment
Date or any date of selection of Series B Bonds to be redeemed
and ending with the close of business on the Interest Payment
Date or day on which the applicable notice of redemption is
given or (b) to transfer any Series B Bonds which have been
selected or called for redemption in whole or in part.
SECTION 13. The Series B Bonds shall be in substantially
the following form, allowing those officials executing the
Series B Bonds to make the insertions and deletions necessary
to conform the Series B Bonds to this Resolution.
(Form of Face of Bond)
REGISTERED
NO.
CHICO UNIFIED SCHOOL DISTRICT
BUTTE COUNTY, CALIFORNIA
1991 GENERAL OBLIGATION BOND, SERIES B
INTEREST RAT MAT RITY DATE: DA E A
per annum May 15, 1991
REGISTERED OWNER:
PRINCIPAL AMOUNT:
REGISTERED
CUSIP
The Chico Unified School District (the "District") in Butte
C'.catinty. California (the "County"}, for value received, promises
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to pay to the Registered Owner named above, or registered
assigns, the Principal Amount on the Maturity Date, each as
stated above, and interest thereon until the Principal Amount
is paid ar provided for at the Interest Rate stated above, on
May 15 and November 15 of each year (the "Interest Payment
Dates"}, commencing May 15, 1992. This bond will bear interest
from the Interest Payment Date next preceding the date of
authentication hereof unless it is authenticated as of a day
during the period from the 15th day of the month next preceding
any Interest Payment Date to the Interest Payment Date,
inclusive, in which event it shall bear interest from such
Interest Payment Date, or unless it is authenticated on or
before May i, 1992, in which event it shall bear interest from
May 15, 1991. Principal and interest are payable in lawful
money of the United States of America, without deduction for
the paying agent services, to the person in whose name this
bond {or, if applicable, one or more predecessor bands) is
registered (the "Registered Owner"} on the Register maintained
by the Bond Registrar, initially Security Pacific National
Bank, Los Angeles, California. Principal is payable upon
presentation and surrender of this bond at the principal
corporate trust office of the Bond Registrar. Interest is
payable by check or draft mailed by the Bond Registrar on each
Interest Payment Date to the Registered Owner as shown and at
the address appearing on said register at the close of business
on the 15th day of the calendar month next preceding .that
Tnterest Payment Date (the "Record Date"). -
REFERENCE IS MADE TO THE FURTHER PROVISIONS OF THIS BOND
5ET FORTH ON THE REVERSE SIDE, WHICH SHALL FOR ALL PURPOSES
HAVE THE SAME EFFECT AS IF SET FORTH HERE,
It is certified and recited that all acts and conditions
required by the Constitution and Taws of the State of
California to exist, to occur and to be performed or to have
been met precedent to and in the issuing of the bonds described
herein in order to make them legal, valid and binding general
obligations of the District, have been performed and have been
met in regular and due form as required by law; that payment in
full for the bonds has been received; that no statutory or
constitutional limitation on indebtedness or taxation has been
exceeded in issuing the bonds; and that due provision has been
made for levying and collecting ad valorem property taxes on
all of the taxable property within the District in an amount
sufficient to pay principal and interest when du,e, and far
levying and collecting such taxes the full faith and credit of
the District are hereby pledged.
This bond shall not be valid or obligatory for any purpose
and shall not be entitled to any security or benefit under the
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Bond Resolution (described on the reverse hereof} until the
Certificate of Authentication below has been signed.
TN WITNESS WHEREOF, Butte County, California, has caused
this bond to be executed on behalf of the District, in the
official capacities by. the facsimile signatures of the Chairman
of the Board of Supervisors of the County and the County
Treasurer-Tax Collector, and to be countersigned by the
facsimile signature of the Clerk of the Board of Supervisors of
the~Cg~nty, and has caused the seal of the County to be affixed
heex~:c2~>~~~~1 as of the date stated above.
BUTTE COC~NT$,`•,,Q~,LTFQRNIA
;moo Q;.s~ :~'~
tin ~ F}'.-':,y ;r3 ^7
s,._. ~ -~
;~~-- <.f..
C0'~~~~~GNED
Clerk, Board of Superviso s
~~- man, `hoard of u isors
AY 0'~ i~~~
r
easurer-Tax Collector
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CERTIFICATE OF AUTHENTICATION
This bond is one of the bands described in the Bond
Resolution referred to herein.
Date of Registration and Authentication:
Security Pacific National Bank, Bond Registrar and Paying Agent
By:
Authorized Officer
{Farm of Reverse of Band)
This bond is one of a series of $B,OOO,ODO of bands issued
for the purpose of raising money for the acquisition of land
for elementary and secondary school sites, the building or
construction of improvements both on and off the school sites
that are essential to the development of the schools, the
making of permanent alterations, additions or fixtures to the
school buildings, structures and facilities, the building or
purchasing of school buildings, structures and facilities and
to pay all necessary Iegal, financial, engineering and
contingent costs in connection therewith under authority of and
pursuant to the laws of the State of California, and the
requisite two--thirds vote of the electors of the District cast
at a special election held on April 12, 1988, upon the question
of issuing bonds in the amount of ,~18,42S,OOE} and the
resolution of the Board of Education of the District adopted on
April 17, 1991 (the "District Resolution") and the resolution
pf the County Hoard of Supervisors adopted on May 7, 1991 (the
"Bond Resolution"}. This bond and the issue of which this band
is one are payable as to both principal and interest from the
proceeds of the levy of ad valorem taxes on all property
subject to such taxes in the District, which taxes are
unlimited as to rate or amount.
The bonds of this issue are issuable only as fully _
registered bonds in the denominations of ~5,QQ4 or any integral
multiple thereof. This bond is exchangeable and transferable
for bonds of other authorized denominations at the principal
corporate trust office of the Band Registrar, by, the Registered
Owner or by a person legally empowered to do so upon .
presentation and surrender hereof to the Bond Registrar,
together with a request for exchange or an assignment signed by
the Registered Owner or by a person legally empowered to do so,
in a farm satisfactory to the Bond Registrar, all subject to
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the terms, limitations and conditions provided in the Bond
Resolution. All fees and costs of transfer shall be paid by
the transferor. The District, the County and the Bond
Registrar may deem and treat the Registered Owner as the
absolute owner of this bond for the purpose of receiving
payment of or an account of principal or interest and for all
other purposes, and neither the District, the County nor the
Bond Registrar shall be affected by any notice to-the contrary,
The bonds maturing on or before May 15, 2003, are not
subject to redemption. The bonds maturing on May 15, 2004, or
any time thereafter, are subject to redemption prior to their
stated maturity date at the option of the District, in whole on
any date, ar in part on any Interest Payment,Date, on or after
May 15, 2003, and may be redeemed prior to'the maturity thereof
by payment of all principal, plus accrued interest to date of
redemption, plus the payment of a premium (expressed as a
percentage of the principal amount), payable from any source
lawfully available therefor, as follows:
Redemption Date Redemption Premium
May 15, 2003 and November 15, 2003 1030
May 15, 20D4 and November 15, 200 102.5
May 15, 2005 and November 15, 2005 102
May J.5, 2006 and November 15, 2006 101.5
May 15, 2007 and November 15, 2007 101
May 15, 2008 and November l5, 2008 100.5
May 15, 2009 and November 15, 2009 100
If less than all of the bonds of any one maturity shall be
called for redemption, the particular bonds or portions of
bonds of such maturity to be redeemed shall be selected by lot
by the District by the Band Registrar in such manner as the
Bond Registrar in its discretion may determine; provided,
however, that the portion of any bond to be redeemed shall be
in the principal amount of $25,000 or some multiple thereof and
that, in selecting bonds for redemption, the Band Registrar
shall treat each bond as representing that number of bonds
which is obtained by dividing the principal amount of such bond
by $25,000. If less than all of the bands stated to mature on
different dates shall be called for redemption, the particular
bonds or portions thereof to be redeemed shall be called in the
inverse order of their maturities.
The Bond Registrar shall give notice of the redemption of
the bonds at the expense of the District. Such notice shall
specify: (a) that the bonds ar a designated portion thereof
are to be redeemed, (b} the numbers and CUSIP numbers of the
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bonds to be redeemed, {c) the date of notice and the date of
redemption, (d) the place or places where the redemption will
be made, and (e) descriptive information regarding the bonds
including the dated date, interest rate and stated maturity
date. Such notice shall further state that on the specified
date there shall become due and payable uppn each bond to be
redeemed, the portion of the principal amount of such bond to
be redeemed, together with interest accrued to said date, and
redemption premium, if any, and that from and after such date
interest with respect thereto shall cease to accrue and be
payable.
Notice of redemption shall be by registered or otherwise
secured mail or delivery service, postage prepaid, to the
original purchaser of the bonds, or if the original purchaser
is a syndicate, to the managing member of~such syndicate, to a
municipal registered securities depository and to a national
information service that disseminates securities redemption
notices, and, by first class mail, postage prepaid, to the
District, the County and the Registered Owners of any bonds
designated for redemption at their addresses appearing on the
bond registration books, in every case at least 30 days, but
not more than 60 days, prior to the redemption date; provided
that neither failure to receive such notice nor any defect in
any notice so mailed sha11 affect the sufficiency of the
proceedings for the redemption of such bonds.
Neither the District, the County nor the Bond Registrar
will be required (a) to issue or transfer any bond during a
period beginning with the opening of business on the lst
business day next preceding either any Interest Payment Date ar
any date of selection of bonds to be redeemed and ending with
the close of business on the Interest Payment Date or day on
which the applicable notice of redemption is given or (b) to
transfer any band which has been selected or called for
redemption in whole ar in part.
Reference is made to the Bond Resolution fox a more
complete description of the provisions, among others, with
respect to the nature and extent of the security far the bonds
of this series, the rights, duties and obligations of the
District, the County, the Bond Registrar and the Registered
Owners, and the terms and conditions upon which the bonds are
issued and secured. The owner of this band assents, by
acceptance hereof, to all of the provisions of the Bond
Resolution.
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13
ASSIGNMENT
Far value received, the undersigned sells, assigns and
transfers to (print or typewrite name, address and zip code of
Transferee):
this bond and irrevocably
attorney to transfer this
thereof, with fu11 power
Dated:
Signature Guaranteed:
constitutes and appoints
bond on the books for registration
of substitution in the premises.
Commercial bank, trust company
or member of a national securities
exchange.
Notice: The assignor's signature to this assignment must
correspond with the name as it appears upon the face
of the within bond in every particular, without
alteration or any change whatever.
QUALIFIED TAX-EXEMPT OBLIGATION
Thal bond has been determined to be a "qualified tax--exempt
obligation" within the meaning of Section 265(b}{3} of the
Internal Revenue Code of 1986, as amended, by resolution of the
District.
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LEGAL OPINION
The following is a true copy of the opinion rendered by
Brown & Wood in connection with the issuance of, and dated as
of the date of the original delivery of, the bonds. A signed
copy is on file in my office.
Facsimile
Clerk
Board of Supervisors
(Form Of Legal Opinion}
SECTION 14. The proper officials of the County shall cause
the Series B Bonds to be prepared and, fallowing their sale,
shall have the Series B Bonds signed and delivered, together
with a true transcript of pnc~eedings with reference to the
issuance of the Series B Bonds, to the original purchaser upon
payment of the purchase price in federal funds or by wire
transfer or as the County shall agree.
SECTION 15. The proceeds from the sale of the Series B
Bonds, to the extent of the principal amount thereof, shall be
paid to the County to the credit of the fund hereby created and
established and to be known as the "1991 Chico Unified School
District Building Fund" of the District (the "Building Fund"),
shall be kept separate and distinct from all other District, and
County funds, and those proceeds shall be used solely for the
purpose for which the Series B Bonds are being issued and
provided further that such proceeds shall be applied solely to
authorized purposes which relate to the acquisition pr
improvement of real property. The accrued interest and any'
premium received by the County from the sale of~the Series B
Bonds shall be kept separate and apart in the fund hereby
created and established and to be designated as the "1991 Chico
Unified School District General Obligation Bond Interest and
Sinking Fund" (the "Debt Service Fund"} for the Series B Bonds
and used only for payments of principal and interest on the
Series B Bonds. Interest earned on the investment of monies
held in the Debt Service Fund shall be retained in the Debt -
Service Fund and used by the County to pay principal and
interest on the Series B Bonds when due. To the extent
permitted by iaw, interest earned on the investment of monies
held in the Building Fund shall be transferred from the
Building Fund to the District for deposit into its general
fund. Any excess proceeds of the Series B Bonds not needed for
the authorized purposes set forth herein far which the Series B
Bonds are being issued shall be transferred to the Debt Service
~. 5
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Fund and applied to the payment of principal anal interest on
the Series B Bonds. If, after payment in full of the Series B
Bonds, there remain excess proceeds, any such excess amounts
shall be transferred to the general fund of the District.
SECTION 16. There shall be levied on all the taxable
property in the District, in addition to all other taxes, a
continuing direct ad valorem tax annually during the period the
Series B Bonds are outstanding in an amount sufficient to pay
the principal of and interest on the Series B Bands when due,
which moneys when collected will be placed in the Debt Service
Fund of the District, which fund is irrevocably pledged for the
payment of the principal of and interest on the Series B Bonds
when and as the same fall due.
SECTION 17. The County hereby covenants that it will
restrict the use of the proceeds of the Series B Bonds in such
manner and to such extent, if any, as may be necessary, so that
the Series B Bonds will not constitute arbitrage bonds under
Section 148 of the Internal Revenue Code of 1985, as amended,
(the "Code") and the applicable regulations prescribed under
that section or any predecessor section.
SECTION 18. This Board determines that all acts and
conditions necessary to be performed by the Board or to have
been met precedent to and in the issuing of the Series B Bonds
in order to make them legal, valid and binding general
obligations of the District have been performed and have been
met, or will at the time of delivery of the Series B Bonds have
been performed and have been met, in regular and due form as
required by law; that the full faith, credit and revenues of
the District are pledged for the timely payment of the
principal of and interest on the Series B Bonds; and-that no
statutory or constitutional limitation of indebtedness or
taxation will have been exceeded in the issuance of the
Series B Bonds.
SECTION 19. The form of Official Statement. relating to the
Series B Bonds presented to this meeting and on file with the
Clerk of the Board, is hereby approved. The Official Statement
in substantially said form, with such changes as the authorized
officials of the District may require or approve, which
approval shall be conclusively evidenced by delivery thereof
shall hereinafter be referred to as the "Official Statement".
The financial advisor of the District, 5ecurity:Pacific
National Bank, is hereby authorized to distribute copies of the
Official Statement to persons who may be interested in the
purchase of the Series B Bands and is directed to deliver
copies of any final Official Statement to the purchaser of the
Series B Bonds.
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SECTION 20. Officers of the Board and County officials and
staff are hereby authorized and directed, jointly and
severally, to do any and all things and to execute and deliver
any and all documents which they may deem necessary or
advisable in order to proceed with the issuance of the Series B
Bonds and otherwise carry out, give effect to and comply with
the terms and intent of this Resolution. Such actions
heretofore taken by such officers, officials and staff are
hereby ratified, confirmed and approved.
SECTION 21. The Clerk of this Beard is hereby directed to
provide a certified copy of this Resolution to the
Treasurer-Tax Collector of Butte County.
SECTION 22. As provided in the District Resolution, the
Series B Bonds have been designated as "qualified tax--exempt
obligations" within the meaning of Section 265(b){3) of the
Code.
SECTION 23. Officials of the County Board and the
Treasurer-Tax Collector are hereby authorized and directed to
take such other actions as may be necessary to assist the
District in designating such Bonds as "qualified tax-exempt
obligations," including, if either deemed necessary or
appropriate, placing a legend to such effect on the form of
Bond in such form as either deemed necessary or appropriate.
SECTION 24. This resolution sha11 take effect immediately
upon its passage.
PASSED AND ADOPTED this 7th day of May, 1991, by the
following vote:
AYES : Superva.sors Campbell,
and Chair Dolan
NOES : None
Fulton, Mclnturf, McLaughlin
ABSENT : None
TzONS : None
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17
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EXHIBIT A
NOTICE INVITING PROPOSALS ~'OR PURCHASE OF BONDS
~$,00fl,fl00 CHICO UNIFIED SCHOOL DISTRICT
BUTTE COUNTY, CALIFORNIA
1991 GENERAL OBLIGATION BONDS, SERIES B
NOTICE IS HEREBY GIVEN that sealed unconditioned proposals will
be received to and including the hour of 10:00 a.m., Pacific
Daylight Time, an May 21, 1991, at the offices of Security
Pacific National .Bank, 300 Grand Avenue, 23rd Floor, Los
Angeles, California 90fl71, for the purchase of all, but not
less than all, of $8,000,000 princ~.pal amount of Chico Una.f.ied
School District (the "District"), Butte County {the "County"),
California, 1991 General Obligation Bonds, Series B {the
"Bands"). In the event that no bid is awarded ,by the
designated time, proposals will be received the following
Tuesday at the same time and place and each Tuesday thereafter
until such time as a bid is awarded or notice to the contrary
is given.
Issue:
The Bonds will be dated
denomination of $5,000 e
will bear interest from
of each of the Bonds at
interest rate shall not
payable on May 15, 1992,
and November 15 of each
Bonds. The Bonds mature
1993 to 2016, inclusive,
May 15, 1991, will be in the
ach, or integral multiples thereof, and
the date of the Bonds to the maturity
the rate or rates such that the
exceed 12% per annum, with interest
and semiannually thereafter on May 15
year during the term of each of the
on May 15, 2016 in each of the years
as follows:
PRINCIPAL PRINCIPAL
YEAR AMOUNT YEAR AMOUNT
Redemr~tion:
The Bonds maturing on or before May 15, 2003, are not subject
to redemption, The Bonds maturing on May 15, 2004, or any time
thereafter, are subject to redemption prior to their stated
maturity date at the option of the District, in whole on any
date, or in part on any interest payment date, on or after
May 1S, 2003, in inverse order o~ maturity and by lot within
any such maturity if less than all o~ the Bonds of such
maturity are to be redeemed, and may be redeemed prior to the
maturity thereof by payment of a redemption price equal to the
principal amount thereof, plus accrued interest to date of
redemption, plus the payment of a premium {expressed as a
percentage of the principal amount}, payable from any source
lawfully available therefor, as follows: .
Redem~atian Date R em ti n Pre ium
May 15, 2003 and November 15, 2x03 ~ I03o
May 15, 2004 and November 15, 2004 102.5
May 1S, 2005 and November 15, 2005 102
May 15, 2006 and November 15, 2aa6 101.5
May 15, 2007 and November 15, 200'1 101
May 15, 2008 and November 1S, 2008 100.5
May 15, 2009 and November 15, 2009 100
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Notice of Redemption
Notice of redemption of any Bond will be mailed to the
registered owner of each Bond to be redeemed in whole or in
part at the address shown on the registration records
maintained by the Band Registrar designated far this issue of
Bonds; such mailing to be not more than 6g nor less than 30
days prior to the date set for redemption. Failure to mail
notice to any owner will not affect the validity of the
proceedings far the redemption of Bonds.
Registration of Bonds as to Principal
an In erect and Place of Pa men
Principal and premium, if any, are payable at the principal
corporate trust office of Security Pacific National Bank, Los
Angeles, California, the Bond Registrar. interest is payable
by check or draft mailed from the Bond Registrar to the person
in whose name the Bond was registered at the close of business
an the 15th day of the calendar month next preceding that
interest payment date (the record date).
Authority:
The Bonds will be issued pursuant to the Constitution and laws
of the State of California. The issuance of the Bonds was
authorized by a two-thirds vote of the qualified electors of
the District voting at a special election held on April 12,
1988.
Security'
Both principal of and interest on the Bonds are payable from an
unlimited ad valorem tax levied against all of the taxable
property in the District.
Form of Bid•
A prescribed
bids must be
bid form will
Bands.
form of bid for the Honds will be prepared and all
submitted on such form. Copies of the prescribed
be included with the Official Statement for the
Interest Rates:
All bids for the purchase of the Bonds must state the rate or
rates of interest to be paid and no bid at a price less than
the par value of the Bonds, together with all accrued interest
thereon to the date of the delivery of the Bonds, will be
considered. All Bands of the same maturity must bear the same
A-3
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rate of interest and no Bond may bear more than one rate.
Bidders may specify any number of different rates to be barns
on the Bonds; all interest rates must be in multiples of 1/8 or
1/20 of one percent; and the rate of interest on any maturity
shall not be mare than three percent (30) higher than the
interest rate on any other maturity.
Bid heck:
All bids must be accompanied by a certified check in a sum
equal to one percent (1%) of the par value of the Bonds, drawn
on a bank doing business in the State of California, payable to
the order of the Treasurer-Tax Collector of Butte County. No
interest will be paid on the check of any bidder. The check of
the successful bidder will be applied to the purchase price of
the Bonds or retained and forfeited as liquidated damages in
the event such bidder does not take up and pay for the Bonds
immediately upon their issuance. All checks of the
unsuccessful bidders will be returned upon the award of the
Bonds to the successful bidder.
CUS1P Numbers:
CUSIP numbers have been applied for and will be printed on the
Bonds and the cost of printing thereof and service bureau
assignment will be purchaser's responsibility. Any delay,
error or omission with respect thereto will not constitute
cause for the purchaser to refuse to accept delivery of an pay
far the Bonds.
Riaht of Re_-i_e~tiQn:
The County reserves the right in its discretion to reject any
and all bids received and to waive any irregularity or
informality in the bids, except that the time for receiving
bads sha11 be of the essence.
Cast of Bond Forms:
The District will bear the cost of the Bond forms and the
printing thereof and will furnish fully executed Bonds to the
purchaser upon payment therefor.
Aw rd and D liver
Unless ail bids are rejected, the Bonds will betawarded to the
bidder whose proposal results in the lowest net interest cost
to the District. The net interest cast will be determined by
computing the aggregate amount of interest payable on the Bonds
from their stated date to their respective maturities and by
A-4
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deducting therefrom any premium. Delivery of the Bonds wi11 be
made to the purchaser upon payment in federal funds at the
offices of Brown & Wood, ("Bond Counsel") 555 California
Street, Suite 5060, San Francisco, CA 94104, or at the
purchaser's request and expense, at any other place mutually
agreeable to both the County and the purchaser.
Prompt Award•
The County will take action awarding the Bonds or rejecting all
bids not later than twenty-six (26) hours after the expiration
of the time herein prescribed for the receipt of proposals,
unless such time of award is waived by the successful bidder.
Notice of the award will be given promptly to the successful
bidder.
Le al O anion:
The Bonds are sold with the understanding that the purchaser
will be furnished with the approving opinion of Brawn & Wood.
A copy of the opinion, but without its date, will be printed on
the Bonds. Said attorneys have been retained by the District
as Bond Counsel and in such capacity are to render their
opinion only upon the legality of the Bands under California
law and on the exemption of the interest income on such Bonds
from federal and State of California income taxes. Fees of
Bond Counsel will be paid from Band proceeds.
Tax-Exem t St to
In the opinion of Bond Counsel, under existing laws, interest
an the Bonds is exempt from all present State of California
personal income taxes, and assuming compliance with certain
covenants made by the Distract and County, interest on the
Bonds is not includable in the gross income of the owners of
the Bonds for federal income tax purpose, provided that such
interest may be included in the calculation for certain taxes,
including the corporate alternative minimum tax and the
corporate environmental tax. Should changes in the law cause
Bond Counsel's opa.nion to change prior to delivery of the Bonds
to the purchaser, the purchaser will be relieved of its
responsibility to pick up and pay for the Bonds, and in that
event his bid check wi11 be returned.
t'Prtificate Re ardina Reofferina Pri_~~s:
As soon as practicable, but not later
delivery of the Bonds, the successful
District a certificate specifying for
reoffering price at which at least 10%
than seven days prior to
bidder must submit to the
each maturity the
of the Bonds of such
A- 5
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maturity were sold (or were offered in a bona fide public
offering and as of the date of award of the Bonds to the
successful bidder reasonably expected to be sold) to the
public. Such certificate shall. be in form and substance
satisfactory to Bond Counsel and shall include such additional
information as may be requested by Bond Counsel.
Qualified 'Tax-Exempt Obligation;
The Bonds have been designated "qualified tax-exempt
obligations pursuant to Section 255(b)(3) o£ the Internal
Revenue Code of 1985, as amended, thereby allowing certain
financial institutions that are holders of the Bonds to deduct
for federal income tax purposes a portion of such institution's
interest expense that is allocable to the Bonds,
Qualification for Insurance:
zf the Bonds qualify for issuance of any policy of
municipal bond insurance or commitment therefor at the option
of the bidder, any purchase of such insurance or commitment
therefor shall be at the sole option and expense of the bidder
and any increased costs shall be paid by such bidder. Any
failure of the Bonds to be so insured or of any such policy of
insurance to be issued shall not in any way relieve the
purchaser of his contractual obligations arising from the
acceptance of his proposal to purchase the Bonds.
No Litigation and Non-Arbitracae:
The District will deliver a certificate stating that no
litigation is pending affecting the issuance and sale of the
Bonds. The District will also deliver an arbitrage certificate
covering its reasonable expectations concerning the Bands and
the use of proceeds thereof.
Offi i 1 m n
The District will make available a Preliminary Official
Statement relating to the Certificates, a copy of which, along
with related documents, will be furnished upon request made
either by mail to Security Pacific National Bank, 3QQ Grand
Avenue, 23rd Floor, Los AngelES, California 9Q071, the
District`s financial consultant for the Certificates, or
telephoned to said consultant at (213} 224-140., Such
Preliminary Official Statement, together with any supplements
thereto, shall be in form "deemed final" by the District for
purposes of SEC Ruie 15c2-12(b)(1), but is subject to revision,
amendment and completion in a final official statement. The
District agrees to provide a reasonable number, not exceeding
NUMATTER/7
A-6
300, of the final Official Statement to the winning bidder at
the District's expense-within seven business days of the date
of sale. The District shall deliver, at closing, a
certificate, executed by appropriate officers of the District
acting in their official capacities, to the effect that the
facts contained in the Official Statement relating to the
Certificates are true and correct in alI material respects, and
that the Official Statement does not contain any untrue
statement of a material fact ar omit to state a material fact
necessary tv made the statements therein, in light of
circumstances under which they were made not misleading.
Dated: May I3, 1991
CHICO UNIFIED SCHOOL DISTRICT
Sy: 1s/Stan Hensley __-__
Superintendent
A~7
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EXHIBIT B
BIDS
T'OR THE PURCHASE OF
CHICO UNIFIED SCHOOL DISTRICT
BUTTE COUNTY, CALIFORNIA
199J. GENERAL OBLIGATION BONDS, SERIES B
$8,aaa,0a0
, 1991
Chico Unified School. District
Butte County, California
On behalf of a group which we have farmed consisting of:
and pursuant to the Notice Inva.ting Bids hereinafter mentioned,
we offer to purchase all of the eight million dollars
($8,a0o,aaa) principal amount of the Bonds designated as "Chico
Unified School District, Butte County, California 1991 General
Obligation Bonds, Series B", maturing on in the
years and amounts and bearing interest at the rate or rates set
forth in the following schedule:
YEAR PRINCIPAL INTEREST YEAR PRINCIPAL INTEREST
~,,,,,~~, AMOUNT RATE INSURANCE ( 1 AMOUNT RATE INSURANCE
~ ~ ~
and to pay therefor the aggregate sum of $ plus
interest accrued on such Bonds to the date of delivery thereof.
This bid is made subject to ail the terms and conditions of the
Notice Inviting Bids heretofore published, all of which terms
and conditions are made a part hereof as fully as though set
forth in full in this bid.
As specified in the Notice Inviting Bids, this bid is subject
to acceptance not later than twenty-six {26) hours after the
expiration of the time for the receipt of bids, and the opinion
of Brown & Wood approving the validity of the Sands will be
furnished us (if we are the successful bidder) at the time of
the delivery of the Bonds at the expense of the District.
There is enclosed herewith a certified check in the amount
of dollars ($ ) payable to the order
of the Treasurer--Tax Collector of Butte County.
There is submitted herewith a memorandum (which shall not
constitute a part of this bid) stating the total net interest
cost in dollars on the Bonds during the life of the issue under
this bid, and the average net interest rate determined thereby.
Respectfully submitted,
Name:
By:_
(Account Manager)
Address:
City:_
State:
phone:
MEMORANDUM OF INTEREST COST
The total net interest cost on the Bonds during the life of the
issue to under the above bid is ~ ,
and the average net interest rate determined thereby is %.
B-2
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EXHIBIT C
NOTICE OF INTENTION TO SELL BONDS
X8,000,000
CHICO UNIFIED
SCHOOL DISTRICT
Butte County, California
1991 General Obligation Bonds, Series B
(Bank Qualified)
NOTICE IS HEREBY GIVEN that the Chico Unified School
District (the "District"), in Butte Caunty,.California, intends
to offer for public sale on May 21, 1991, at the hour of 10:00
A.M_ at the office of Security Pacific National Bank, 300 Grand
Avenue, 23rd Floor, Los Angeles, California 90071 X8,000,000
principal amount of general obligation bonds of the District
designated "Chico Unified School District, Butte County,
California 1991 General Obligation Bonds, Series B" {the
"Bonds"). The Butte County Treasurer-Tax Collector has been
delegated the authority to consider bids received and, if an
acceptable bid is received, awarding the contract for the.
purchase of the Bands on May 21, 1991. In the event that the
County does not award a bid on said date, proposals wall be
received the following Tuesday at the same time and place
specified above and each Tuesday thereafter until such time as
a bid as awarded or notice to the contrary is given,
NOTICE IS HEREBY FURTHER GIVEN that the Bonds, dated
May 15, 1991, will be offered for public sale subject to the
terms and conditions of the Notice Inviting Bads for the Bonds,
dated May 13, 1991. An Official Statement relating to the
Bonds will be furnished upon request mailed to Security Pacific
National Bank, 300 South Grand Avenue, 23rd Floor, Los Angeles,
California 90071, (213) 229-1440, the financial consultant to
the District for the Bonds.
Dated: May 6, 1991
By: /S/Stan Hensley
Superintendent
Chico Unified School District
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