HomeMy WebLinkAbout95-106RESOLUTION NO. ~~-io6
RESOLUTION OF THE BOARD OF SUPERVISORS
OF BUTTE COUNTY AUTHORIZING THE ISSUANCE
OF 1995-96 TAX AND REVENUE ANTICIPATION NOTES
FOR BUTTE COUNTY OFFICE OF EDUCATION
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,"
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 for 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
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 Board of Education of the office requesting the borrowing; and -
WHEREAS, the County 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 Board") 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 Twenty-Five Million Dollars ($25,000,000)
at an interest rate not to exceed 7%;
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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.
Section 2. Authorization of ~ss~ance of Notts, Terms _Thereof; Paying Agent.
The County Board hereby approves the request of the Office Board to issue notes on its behalf
in an amount not to exceed $25,000,000 principal amount of Notes under Section 53850, et~5e ,., _
of the Act, designated "Butte .County Office of Education, Butte County, State of California,
1995-96 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) twelve months after said date of delivery, or if such date is not a day on which
banks in New York or California are open for business, on the last business day preceding such
date; and to bear interest, payable at maturity and computed on a 30-day monthl360-day year
basis, at the rate or rates determined at the time of sale thereof, but not in excess of seven
percent {7%) per annum. Subject to Section 3 hereof, both the principal of and interest on the
Notes shall be payable, only upon surrender thereof, in lawful money of the United States of
America at the principal office of the Butte County TreasurerlTax Collector, Oroville,
California, which is hereby designated by this Board as the paying agent for the Notes (the
"Paying Agent")
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Section 3. Form of Notes. The Notes shall be issued in registered form, without
coupons, and shall be substantially in the form and substance set forth in Exhibit A attached
hereto and by reference incozporated 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 & Co. , 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 Kronick,
Moskovitz, Tiedemarin & Girard 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
Kronick, Moskovitz, Tiedemann & Girard, 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 ~. Transfer and Exchan a of Notes. Subject to the provisions of Section
5 hereof, the registration of any Nate 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.
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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 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 iegistrataon of transfer. The Paying Agent may treat the registered owner of any
Note as the absolute owner thereof for 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 for a like aggregate principal amount
of Notes in other authorised denominations. The Paying Agent shall require the payment
by the Nate owner requesting such exchange of any tax or other governmental charge
required to be paid with respect to such exchange. The Office 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 Depositorx. (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:
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(i) To any successar 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
Depositary Trust Company or a substitute depositary, 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 {or any substitute depository yr its successor) from its functions
as depository, or (2) a determination by the Office to substitute another
depository far The Depository Trust Company (or its successar) because
The Depository Trust Company or its successor (or any substitute
depositary 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; ar
(iii) To any person as provided below, upon (X) the resignation of
the Depasitary 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
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(or any substitute depository or its successor} from its functions as
depository.
(2} In the case of any transfer pursuant to clause {i) or clause {ii) of subsection
{I} 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, or their nominees, as the case may be, all as
specified in such request of the 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 {60} 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, or otherwise
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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 Depository 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 for such payments are properly identified and are made immediately available on
the date they are due.
Section 6. Deposit of Note 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 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. Until used or expended,
the moneys may be invested in investments as permitted by applicable California law.
The Office has covenanted 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 on the use and investment of proceeds of the Notes
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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 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. "
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. Pa meet 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 1995-1996 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) Pled e~ d 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
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behalf of the Off ce 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 (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) Credit Enhancement. Notwithstanding the foregoing, the Notes may be
secured, in whole or in part, by an irrevocable letter of credit to be issued by a bank
approved by the Superintendent, or the Superintendent's designee, {the "Bank"}, or other
credit enhancement vehicle approved by the Superintendent, or the Superintendent's
designee, and the Superintendent, or the Superintendent's designee, is hereby separately
authorized to execute a reimbursement agreement ox' other agreement with respect to such
other credit enhancement vehicle {if one is needed), on behalf of the Office and the Clerk
of the Office Board is hereby authorized to attest to the signature of the Superintendent,
or the Superintendent's designee, such reimbursement agreement or other agreement with
respect to such other credit enhancement vehicle to be substantially the same as that used
on short term bond transactions similar to the Notes. In the event a determination is
made to secure the Notes, in whole or in part, by an irrevocable letter of credit or. other
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enhancement vehicle, the first lien and charge on Pledged Revenues for the payment of
the principal of and interest on the Notes will be subject to the prior lien thereon of the
Bank or the issuer of such other credit enhancement vehicle.
(D) Covenant Regardin~Additional Short-Term Borrowing. The Office has
covenanted and warranted that it will not request the County TreasurerlTax Collector (in
such capacity, the "County Treasurer") to make temporary transfers of funds in the
custody of the County Treasurer to meet any obligations of the Office during the 1995-
1996 fiscal year pursuant to the authority of Article XVI, Section 6, of the Constitution
of the State of Califorzua or any other legal authority.
(E) Deposit of Pledged Revenues in Repayment Fund. The Pledged Revenues
shall be deposited in the County Treasury in the appropriate account in a special fund
designated as the "Butte County Office of Education Tax and Revenue Anticipation Notes
Repayment Fund" (herein called the "Repayment Fund"} and applied as directed in this
Resolution. Separate accounts shall be established within the Repayment Fund for the
deposit of (i) unrestricted revenues received by the Office as payments with respect to
each loan made from the proceeds of the Notes to a school district and (ii) unrestricted
revenues from other sources. 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 or until provision has been made for the payment of the Notes at maturity with
interest to maturity, the moneys in the Repayment Fund shall be applied only for the
purposes for which the Repayment Fund is created.
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(F) 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 PIedged 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 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 PIedged Revenues. Moneys so invested,
and the earnings thereon, shall be accounted for as Pledged Revenues, to be withdrawn
solely far deposit in the Repayment Fund and used, to the extent necessary, to gay 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.
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Section S. 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 $25,0OO,OQO of notes at an interest rate of not more than 7%.
If the sale is by competitive bid, the Superintendent of the Office, or his or her
designee, is hereby directed to execute, and the Clerk of the Office is directed to publish,
the Official Notice of Sale. The County Treasurer, or his or her designee, is hereby
authorized and directed to open the bids at the time and place specified in the Official
Notice of Saie. The County Treasurer, or his or her designee, is hereby authorized and
directed to receive and record the receipt of all bids made pursuant to the Official Notice
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of Sale, to cause said bids to be examined for compliance with the Official Notice of
Sale, to cause computations to be made as to which bidder has bid the lowest true interest
cost, as provided in the Official Notice of Sale, to announce the bidder of the lowest true
interest cost, and to award the sale to said bidder, and to notify this Board of the
foregoing.
Section 10. 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 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.
Section 11. Authorization of Prelirr~inarY _Official Statement and Official
Statement. The fuiancial advisor to the Office is hereby authorized to prepare a
Preliminary Official Statement and an Official Statement relating to the Notes, to be
issued in connection with the offering and sale of the Notes. The Superintendent of the
Office, or his or her designee, is hereby authorized and requested to execute and deliver
the Official Statement. The County 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, on behalf of the Office, to
deem "final" pursuant to Rule 15c2--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, which shall include 'such changes and additions
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. thereto deemed advisable by the Superintendent or any other qualified officer of the
Office and such information permitted to be excluded .from the Official Statement
pursuant to the Rule 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 admit any statement made
therein not misleading in the light of the circumstances under which it was made. The
Superintendent, or the Superintendent's designee, shah take 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 12. 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.
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Sectian'l3. Further Actions Authorized. It is hereby covenanted that the County,
and its appropriate officials, have duly taken all proceedings necessary to be taken by
them, and will take any additional proceedings necessary to be taken by them, for the
levy, collection, and enforcement of the secured property taxes pledged antler this
Resolution in accordance with the law and for carrying out the provisions of this
Resolution.
PASSED AND ADOPTED by the Board of Supervisors of Butte County this 15 tti
day of August, 1995, by the following vote:
AYES: Supervisors Meyer, Dolan, Houma, '~homas and Chair McLaughlin
NOES: None
ABSENT: None
Attest:
~~
Clerk, Board of Supervisors
County of Butte
.{
Chair, Board of S ervisors,
County of Butte
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EXHIBIT A
BUTTE COUNTY OFFICE OF EDUC.
STATE OF CALIFORNIA
1995-1996 TAX AND REVENUE ANTICIPATION NOTE
NO. 1
$2s,oao,oao.ao
REGISTERED OWNER: Cede & Co.
1995
CUSIP: 124081
FOR VALUE RECEIVED, the Butte County Office of Education, State of
California, acknowledges itself indebted to and promises to pay the Registered holder hereof at
the principal office of the Butte County TreasurerlTax Collector, Oroville, California {the
Paying Agent"} the principal sum of
TWENTY--FIVE MILLION DOLLARS {$25,000,000.00)
in lawful money of the United States of America, on , 1996, together with interest
thereon at the rate of
PERCENT( %)
per annum in like lawful money of the United States of America from the date hereof until
payment in full of said principal sum. Both the principal of and interest on this Nate shall be
payable only to the registered owner hereof upon surrender of this Note as the same shall fall
due; provided, however, that no interest shall be payable far any period after maturity during
which the registered owner fails to properly present this Note for payment.
It is hereby certified, recited and declared that this Note is one of an authorized
issue of Notes entitled "Butte County Office of Education, Butte County, State of California,
1995-1996 Tax and Revenue Anticipation Notes° (the "Notes") in the aggregate principal amount
of Twenty-Five Million Dollars ($25,000,000.00), all of like date, tenor, and effect, made,
executed, and given pursuant to and by authority of a resolution of the Board of Supervisors of
the County of Butte duly passed and adopted on August t5 1995, under and by authority
of Article '1.6 (commencing with Section 53850) of Chapter 4, Part 1, Division 2, Title 5,
California Government Code, on behalf of the Office, and that all acts, conditions, and things
required to exist, happen and be performed precedent to and in the issuance of this Note have
exISted, happened, and had been performed in regular and due time, form and manner as
1
requixed by law, and that this Nate, together with all other indebtedness and obligations of the
Office, 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, income, revenue, cash receipts, and other moneys that are received by
the Office during Fiscal Year 1995-1996. As security for the payment of the principal of and
interest on the Notes, the Office has pledged an amount equal to percent ~%}
of the principal amount of the Nates from the unrestricted revenues received by the Office in
the month ending 1996, an amount equal to percent (`%} of the principal
amount of the Notes from the unrestricted revenues received by the Office in the month ending
1996 and an amount equal to percent (_%) of the principal amount of
the Notes, plus an amount sufficient to pay interest on the Notes, from unrestricted revenues
received by the Office in the month ending 1996 {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 Office from such Pledged Revenues, and to the extent not so paid shall be paid
from any other moneys of the Office lawfully available therefor.
Unless this certificate is presented by an autharized representative of the
Depository Trust Company, a New York corporation ("DTC"), to the issuer or its agent for
registration of transfer, exchange or payment and any certificate issued is registered in the name
of Cede & Co. or such other name as requested by an authorized representative of the DTC (and
any payment is made to Cede & Co.or to any such entity as is requested by an authorized
representative of DTC}, 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.
IN WITNESS WHEREOF, the Board of Supervisors has caused this Note to be
executed by facsimile or manual signature, and countersigned by the Clerk of the County Board
by facsimile signature or manual signature and has caused its official seal to be affixed hereto
or a facsimile of its official seal to be printed hereon this 15 th day of August , 1995.
COUNTY OF BUTTE
[Seal]
By:
Treasurer
Countersigned:
By:
Clerk of the Board of Supervisors
2
1995
Butte County Office of Education
1859- Bird Street
Oroville, California 95965
Re: Butte County Office of Education
State of California -
1995-1996 Tax and Revenue Participation Notes
Dear Board Members:
We have acted as bond counsel to the Butte County Office of Education (the
"Offce") in connection with the issuance by the Board of Supervisors of Yuba County (the
"Board"} of $25,000,000 principal amount of Butte County Office of Education State of
California 1995-1996 Tax and Revenue Anticipation Notes, dated 1995 {the
- "Notes"}, pursuant to Article 7.6 (commencing with Section 53850), Chapter 4, Part 1, Division
2, Title 5 of the California Government Code, pursuant to the provisions of Resolution No.
adopted by the Board of Education of the Office on August 14, 1995, and Resolution -No.
95-10b adopted by the Board on August 22, 1995 (collectively, the "Note Resolution").
As to questions of fact material to our opinion, we have relied upon the
representations of the Office contained in the Note Resolution and in the certified proceedings
and other certifications of public affcials furnished to us without undertaking to verify the same
by independent investigation.
Based upon the foregoing, we are of the opinion, under existing law, as follows:
1. The Office is duly created and validly existing as a county office of
education with the power to cause the Board to issue the Notes on its behalf and to perform its
obligations under the Note Resolution.
2G1b77.1
Butte County Office of Education
Page 2
2. The Nate Resolution has been duly adapted by the Board and creates a
valid first lien on the funds pledged under the Note Resolution for the security of the Notes.
3. The Notes have been duly authorized, executed and delivered by the Board
and are valid and binding general obligations of the Office enforceable in accordance with their
terms.
. 4. The interest on the Notes is excluded from gross income for federal income
tax purposes and is not an item of tax preference for purposes of the federal alternative minimum
tax imposed on individuals and corporations; it should be noted, however, for the purpose of
computing the alternative minimum tax imposed on corporations (as defined for federal income
tax purposes), such interest is taken into account in determining adjusted earnings. The opinions
set forth in the preceding sentence are subject to the condition that the Office comply with all
requirements of the Code that must be satisfied subsequent to the issuance of the Notes in order
that interest thereon be, or continue to be, excluded from gross income for federal income tax
purposes. The Office has covenanted to comply with each such requirement. Failure to comply
with certain of such requirements may cause the inclusion of interest on the Notes in gross
income for federal income tax purposes to be retroactive to the date of issuance of the Notes.
We express no opinion regarding other federal tax consequences arising with respect to the
Notes.
5. Interest on the Notes is excluded from gross income for California personal
income tax purposes.
It is to be understood that the rights of the holders of the Notes and the
enforceability of the Notes and the Note Resolution may be subject to bankruptcy, insolvency,
reorganization, moratorium and other similar laws affecting creditors' rights heretofore or
hereafter enacted to the extent constitutionally applicable, and that their enforcement may also
be subject to the exercise of judicial discretion in appropriate cases.
Very truly yours,
KRONTCK, MOSKOVITZ, TIEDEMANN & GiRARD
207677.1
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 Kronick, Moskovitz,
Tiedemann & Girard, and was dated as of the date of delivery of and payment for said notes.
Clerk of the Board of Supervisors
Zoad~x.~
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