HomeMy WebLinkAbout82-08 - Res. Limited Tax General Obligation Bonds (Payable from Sewer Revenue) Series 2008A and 2008BMASON COUNTY
LIMITED TAX GENERAL OBLIGATION BONDS (PAYABLE FROM SEWER REVENUE)
SERIES 2008A AND SERIES 2008B
RESOLUTION NO 1-0$
A RESOLUTION of the Board of County Commissioners of
Mason County, Washington, providing for the issuance of two
series of limited tax general obligation bonds (payable from
sewer revenue) of the County in the principal amounts of not
to exceed $831,000 and $525,000, respectively, to finance the
cost of constructing sewer improvements; and fixing the dates,
foiuus, terms, maturities and covenants of such bonds; and
authorizing the sale of the bonds to the United States
Department of Agriculture, Rural Development.
ADOPTED• June 24, 2008
Prepared by:
K&L PRESTON GATES ELLIS LLP
Seattle, Washington
MASON COUNTY
LIMITED TAX GENERAL OBLIGATION BONDS (PAYABLE FROM SEWER REVENUE)
SERIES 2008A AND SERIES 2008B
Section 1.
Section 2.
Section 3.
Section 4.
Section 5.
Section 6.
Section 7.
Section 8.
Section 9.
Section 10.
Section 11.
Section 12.
Section 13.
Section 14.
Section 15.
Section 16.
Section 17.
Section 18.
Section 19.
Section 20.
TABLE OF CONTENTS*
Page
Definitions 1
Authorization of Bonds 3
Description of the Bonds 4
Prepayment 6
Priority of Payments from Sewer Fund 6
Bond Fund 7
Pledge of Taxation and Credit 8
Pledge of Sewer Revenue 8
Tax Covenants; Special Designation 9
Transfer 9
Lost or Destroyed Bond 10
Form of Bonds 10
Execution of the Bonds 13
Sale of Bonds 14
Application of Bond Proceeds 14
Short -Lived Asset Reserve Account 14
Severability 14
General Authorization 14
Prior Acts 15
Effective Date 15
* This table of contents and the cover page hereof are included for convenience of reference
only and are not a part of this resolution
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RESOLUTION NO.
A RESOLUTION of the Board of County Commissioners of
Mason County, Washington, providing for the issuance of two
series of limited tax general obligation bonds (payable from
sewer revenue) of the County in the principal amounts of not
to exceed $831,000 and $525,000, respectively, to finance the
cost of constructing sewer improvements; and fixing the dates,
forms, terms, maturities and covenants of such bonds; and
authorizing the sale of the bonds to the United States
Department of Agriculture, Rural Development.
WHEREAS, Mason County, Washington (the "County") has created a sewer utility and
now owns, operates and maintains a sewerage collection and treatment system known as the
Rustlewood Sewer System (the "System"), and
WHEREAS, the County has authorized the undertaking of additions and betterments to
and extensions of the System, including improvements to the Rustlewood Wastewater Treatment
Plant (the "Project"); and
WHEREAS, the Board now deems it to be in the best interest of the County to provide
for the permanent financing of the Project by the issuance and sale of two series of limited tax
general obligation bonds (payable from sewer revenue) that are additionally secured by revenues
of the System (the "Bonds"); and
WHEREAS, the United States of America acting through its Department of Agriculture,
Rural Development (the "Government") has agreed to purchase the Bonds authorized herein
under the terms and conditions set forth in this resolution;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MASON COUNTY, WASHII\GTON, as follows:
Section 1. Definitions. As used in this resolution the following terms shall have the
following meanings:
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Board means the Board of County Commissioners of Mason County as the general
legislative authority of the County as the same shall be duly and regularly constituted from time
to time.
Bonds means collectively, the Series 2008A Bond and the Series 2008B Bond
Bond Fund means the "Mason County RD LTGO Bond Fund 2008" authorized to be
created by Section 6 of this resolution to pay and secure the payment of the Bonds
Bond Registrar means the Treasurer of the County or the successor to such office.
Code means the Internal Revenue Code of 1986, as amended, and the applicable
regulations promulgated thereunder.
Construction Fund means the capital facilities improvement fund of the County
designated as the Sewer Fund.
Costs of Maintenance and Operation means all necessary operating expenses, current
maintenance expenses, expenses of reasonable upkeep and repairs, and insurance and
administrative expenses, but excludes depreciation, payments for debt service or into reserve
accounts and costs of capital additions to or replacements of the System, taxes levied by the
County or payments in lieu of such taxes.
County means Mason County, a municipal corporation duly organized and existing under
and by virtue of the laws of the State of Washington.
Government means the United States of America, acting through the Department of
Agriculture, as the initial registered owner of the Bonds
Gross Revenue means all of the earnings, revenue and money, except utility local
improvement district assessments, received by the County from or on account of the operation of
the System including proceeds from the sale, lease or other disposition of any of the properties or
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facilities of the System, and the income from investments of money in the Sewer Fund and any
bond fund or from any other investment thereof except the income from investments irrevocably
pledged to the payment of revenue bonds pursuant to a plan of retirement or refunding. Gross
Revenue shall not include grants or bond proceeds, but shall include federal or state
reimbursements of operating expenses to the extent such expenses are included as Costs of
Maintenance and Operation.
Project means the construction of improvements to the Rustlewood Wastewater
Treatment Plant.
Senior Lien Bonds means any revenue bonds, revenue warrants or other revenue
obligations of the County that have a lien on money in the Sewer Fund to pay and secure the
payment of the principal thereof and interest thereon senior to all other revenue obligations of the
System and subject to the Costs of Maintenance and Operation
Series 2008A Bond means Series A of the Bonds
Series 2008B Bond means Series B of the Bonds.
Sewer Fund means the Sewer Fund of the County.
System means the existing sewerage system of the County and such improvements or
additions as may be made to such system and shall include the water supply and distribution
system of the County and/or the storm drainage system of the County if either is or both are ever
combined with the sanitary sewer system.
Treasurer means the County Treasurer of Mason County or the successor to the duties of
such office.
Section 2 Authorization of Bonds For the purpose of providing permanent
financing for a portion of the Project, the County shall now issue and sell two series of Limited
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Tax General Obligation Bonds (the "Bonds") in the principal amounts of not to exceed $831,000
and S525,000, respectively.
Section 3. Description of the Bonds
(a) The Series 2008A Bond shall be designated "Mason County, Washington,
Limited Tax General Obligation Bond (Payable from Sewer Revenue), Series 2008A," shall be in
the principal amount of not to exceed S831,000, shall be dated as of the date of delivery thereof
to the Government, as the initial purchaser, shall be numbered R-1, and shall be fully registered.
The Series 2008A Bond shall bear interest at the rate of 4.125% per annum (computed on the
basis of a 365-day year for actual number of days elapsed) and interest shall accrue from the date
of issuance of the Series 2008A Bond. Principal of and interest on the Series 2008A Bond shall
be payable in semiannual amortized installments in the amount set forth in the Government's
proposal beginning six months following the date of the Series 2008A Bond and semiannually
thereafter, with the last payment to be made not later than the 40th anniversary of the date of the
Series 2008A Bond, except that the last payment may be more or less than the annual installment
as required to pay the remaining principal and interest due. (If the date of loan closing is the
29th, 30th, or 31st of the month, the due date will be the 28th). If any installment of principal
and interest is not paid when due, the County shall be obligated to pay interest on that installment
at the same rate provided herein from and after its due date until that installment is paid in full.
Payments shall be applied first to interest and then to principal.
(b) The Series 2008B Bond shall be designated "Mason County, Washington, Limited
Tax General Obligation Bond (Payable from Sewer Revenue), Series 2008B," shall be in the
principal amount of not to exceed
525,000, shall be dated as of the date of delivery thereof to
the Government, as the initial purchaser, shall be numbered R-1, and shall be fully registered.
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The Series 2008B Bond shall bear interest on the unpaid balance at the rate of 4.375% per
annum (computed on the basis of a 365-day year for actual number of days elapsed) and interest
shall accrue from the date of each draw on the Series 2008B Bond until paid. Interest shall be
payable 12 months from the date of delivery of the Bond and semi-annually thereafter until
maturity. The first principal payment shall be payable 12 months after the date of delivery of the
Bond and semi-annually thereafter until maturity. Principal of and interest on the Series 2008B
Bond shall be amortized in equal semi-annual installments due over a period of 39 years in the
amounts set forth in the Government's proposal beginning twelve months following the date of
the Series 2008B Bond and semiannually thereafter, with the last payment to be made not later
than the 40th anniversary of the date of the Series 2008B Bond, except that the last payment may
be more or less than the annual installment as required to pay the remaining principal and interest
due. (If the date of loan closing is the 29th, 30th, or 31 st of the month, the due date will be the
28th). If any installment of principal and interest is not paid when due, the County shall be
obligated to pay interest on that installment at the same rate provided herein from and after its
due date until that installment is paid in full. Payments shall be applied first to interest and then
to principal.
The outstanding principal balance of the Series 2008B Bond on any particular date shall
be the aggregate of all funds which the County has drawn from the date of the Series 2008B
Bond to that day less the aggregate of all principal payments made by the County on or before
that date. Interest on a particular principal amount so advanced shall be determined from the date
of the advance of 2008B Bond proceeds pursuant to a request for draw by which the County drew
that principal amount from the Government.
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Both principal of and interest on the Bonds shall be payable in lawful money of the
United States of America to the owner or owners thereof at the address appearing on the
registration books of the County maintained by the Treasurer; provided, however, that as long as
the Government is the owner and holder of the Bonds, the County shall make payments directly
to the financial office of the Government serving the Mason County area; and provided further,
however, that the Treasurer is hereby requested to establish a Preauthorized Debit Payment
("PAD") process whereby the Bond Registrar authorizes funds to be withdrawn electronically
from the County's bank account on the exact day that the payment is due. The Bonds shall be an
obligation only of the Bond Fund and shall be payable and secured as provided herein.
The Bonds shall be registered as to both principal and interest as long as any of the
installments of the Bonds remain unpaid, and the County shall maintain in the office of the
County Treasurer books for the registration and transfer of the Bonds No transfer of the Bonds
so registered shall be valid unless made on said books upon the written request of the registered
owner or the owner's duly authorized agent.
Section 4. Prepayment The County hereby reserves the right to prepay principal
installments remaining unpaid at the price of par plus accrued interest, in whole, or in part, at any
time. Advance notice of such intended prepayment shall be given at least 30 days prior to the
date of such prepayment by mailing the registered owner a notice fixing the date and amount of
such prepayment.
Section 5. Priority of Payments from Sewer Fund There has been established in the
office of the Treasurer a special fund of the County designated as the "Sewer Fund" (the "Sewer
Fund"). All of the Gross Revenue shall be deposited in the Sewer Fund as collected. The Sewer
Fund shall be held separate and apart from all other funds and accounts of the County, and the
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Gross Revenue deposited in the Sewer Fund shall be used only for the following purposes and in
the following order of priority:
First, to pay the Costs of Maintenance and Operation;
Second, to pay the interest on any Senior Lien Bonds;
Third, to pay the principal of any Senior Lien Bonds;
Fourth, to make all payments required to be made into any reserve account created to
secure the payment of Senior Lien Bonds;
Fifth, to make all payments required to be made into any revenue bond redemption fund
or revenue warrant redemption fund and debt service account or reserve account created to pay
and secure the payment of the principal of and interest on any revenue bonds or revenue warrants
of the County having a lien upon the Gross Revenue junior and inferior to the lien thereon for the
payment of the principal of and interest on the Senior Bonds including any Department of
Ecology loans;
Sixth, to pay the principal of and interest on the Bonds and any other limited tax general
obligation of the County that is also payable from Gross Revenue; and
Seventh, to retire by redemption or purchase in the open market any outstanding revenue
bonds or revenue warrants of the County, to make necessary additions, betterments,
improvements and repairs to or extensions and replacements of the System of the County, or for
any other lawful County purposes.
Section 6. Bond Fund A special fund of the County designated as the "Mason
County RD Limited Tax General Obligation Bond Fund 2008" (the "Bond Fund") is hereby
authorized to be created in the office of the Treasurer, which fund is to be drawn upon for the
sole purpose of paying the principal of and interest on the Bonds
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Section 7. Pledge of Taxation and Credit. The County hereby irrevocably covenants
and agrees for as long as any installments of the Bonds are outstanding and unpaid that each year
it will include in its budget and levy an ad valorem tax upon all property within the County
subject to taxation in an amount that will be sufficient together with other sewer revenues and
money of the County legally available for such purposes, to pay the principal of and interest on
the Bonds as the same shall become due. All of such taxes so collected shall be paid into the
Bond Fund no later than the date such funds are required for the payment of principal and interest
on the Bonds.
The County hereby irrevocably pledges that the annual tax provided for herein to be
levied for the payment of such principal and interest shall be within and as a part of the tax levy
permitted to counties without a vote of the people, and that a sufficient portion of each annual
levy to be levied and collected by the County prior to the full payment of the principal of and
interest on the Bonds will be and is hereby irrevocably set aside, pledged and appropriated for the
payment of the principal of and interest on the Bonds.
The full faith, credit and resources of the County are hereby irrevocably pledged for the
annual levy and collection of said taxes and for the prompt payment of the principal of and
interest on the Bonds as the same shall become due.
Section 8. Pledge of Sewer Revenue. As long as the Bonds remain outstanding, the
County hereby irrevocably obligates and binds itself to set aside and pay from the Sewer Fund
into the Bond Fund, those amounts necessary, after taking into consideration such other funds as
are on hand in the Bond Fund and available for the payment of principal and interest on the
Bond, to pay the interest or principal and interest next coming due on the Bonds Such payments
from the Sewer Fund shall be made on or before the day on which the regular semiannual
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payment of principal of and interest on the Bonds is due and payable in an amount equal to such
regular semiannual payment.
Said amounts so pledged to be paid into the Bond Fund out of the Sewer Fund are hereby
declared to be a lien and charge upon Gross Revenue and the money in the Sewer Fund junior,
subordinate and inferior to the Costs of Maintenance and Operation, junior, subordinate and
inferior to the lien and charge thereon of any lien and charge that may hereafter be made to pay
and secure the payment of any Senior Lien Bonds and other sewer revenue obligations that the
County may issue. Nothing in this resolution shall restrict the County's right to issue future
sewer revenue obligations with a lien on Gross Revenue superior to the lien of the Bonds
Section 9. Tax Covenants; Special Designation.
A. The County hereby covenants that it will not make any use of the proceeds of sale
of the Bonds or any other funds of the County that may be deemed to be proceeds of the Bonds
pursuant to Section 148 of the Code that will cause the Bonds to be "arbitrage bonds" within the
meaning of said section and said regulations.
The County further covenants that it will not take any action or penniit any action to be
taken that would cause the Bonds to constitute "private activity bonds" under Section 141 of the
Code.
B. The County hereby designates the Bonds as "qualified tax-exempt obligations"
under Section 265(b)(3) of the Code for investment by financial institutions The County does
not anticipate issuing more than $10,000,000 of qualified tax-exempt obligations during 2008.
Section 10. Transfer. The Bonds may be transferred by the registered owner thereof,
provided that such transfer relates to the entire unpaid principal amount of the Bonds, and any
such transfer shall be noted on the bond registration books of the County.
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Section 11. Lost or Destroyed Bond In case either series of the Bonds shall be lost,
stolen or destroyed, the County may execute and deliver a new bond of like date, number and
tenor to the registered owner thereof in the manner provided by law and upon the owner paying
the expenses and charges of the County in connection therewith
Section 12. Form of Bonds. The Bonds shall be in substantially the following form'
NO. R-1
UNITED STATES OF AMERICA
STATE OF WASHINGTON
Not to Exceed
MASON COUNTY
LIMITED TAX GENERAL OBLIGATIONBOND (PAYABLE FROM SEWER REVENUE),
[SERIES 2008A/SERIES 2008B]
PRINCIPAL AMOUNT:
INTEREST RATE.
MATURITY DATE
DOLLARS
MASON COUNTY WASHINGTON (the "County"), a municipal corporation duly
organized and existing under the laws of the State of Washington promises to pay to the
UNITED STATES OF AMERICA, ACTING THROUGH THE UNITED STATES
DEPARTMENT OF AGRICULTURE (the "Government ) but solely from the Bond Fund of the
County, established by Resolution No. of the County.
This bond shall bear interest [on such portion thereof as is drawn on this bond] at the rate
of % per annum (computed on the basis of a 365-day year for actual number of days
elapsed) and shall accrue from the date [hereof/of each draw on this bond until paid] [Series
2008A Bond: Principal of and interest shall be payable in semiannual amortized installments in
the amount of $ on each and , commencing , with
final payment of principal and interest nevertheless due on the Maturity Date.] [Series 2008B
Bond Interest shall be payable 12 months from the date of delivery of this bond and semi-
annually thereafter until maturity. The first principal payment shall be payable 12 months after
the date of delivery of this bond and semi-annually thereafter until maturity. Principal of and
interest on this bond shall be amortized in equal semi-annual installments due over a period of
39 years.] If any installment of principal and interest is not paid when due, the County shall be
obligated to pay interest on that installment at the same rate provided herein from and after its
due date until that installment is paid in full. Simultaneously herewith, the County is issuing its
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Limited Tax General Obligation Bond (Payable from Sewer Revenue), [Series 2008A/Series
2008B] in the aggregate principal amount of not to exceed $ .
This bond, designated as the "Limited Tax General Obligation Bond (Payable from Sewer
Revenue), [Series 2008A/Series 2008B] ' is issued by the County in fully registered form to
provide funds to provide a portion of the funds to finance improvements to the Rustlewood
Wastewater Treatment Plant and betterments to and extensions of the sewerage system of the
County, and to pay the costs of issuance of this bond, all as set forth in the Bond Resolution
As long as the Government is the registered owner of this bond, payments of principal
and interest shall be made by the County Treasurer directly to the Government at the office of the
Government serving Mason County, Washington. Upon final payment of the principal of and
interest on this bond, it shall be submitted to the County for cancellation and surrender.
Both principal of and interest on this bond are payable solely out of the special fund of
the County known as the "Mason County RD LTGO Bond Fund 2008" (the ` Bond Fund")
created by a Resolution of the Board adopted on June 24, 2008 (the "Bond Resolution").
The County has reserved the right to prepay at any time, without penalty or premium, all
or any portion of the unpaid principal amount of this bond. Notice of any optional prepayment
shall be given at least 30 days prior to the prepayment date by mailing to the registered owner a
notice fixing such prepayment date and the amount of principal to be prepaid.
The County has irrevocably covenanted and agreed with the registered owner of this bond
that it will annually include in its budget and levy taxes, within and as a part of the tax levy
permitted to counties without a vote of the people, upon all the property subject to taxation, in an
amount sufficient, together with all other moneys legally available therefor to pay the principal
of and interest on this bond as the same shall become due. The full faith, credit and resources of
the County are hereby irrevocably pledged for the annual levy and collection of such taxes and
the prompt payment of such principal and interest.
The County further does hereby pledge and bind itself to set aside from the Gross
Revenue and to pay into the Bond Fund the various amounts required by the Bond Resolution to
be paid into and maintained in said Fund, on the dates and at the times provided by the Bond
Resolution.
Reference is made to the Bond Resolution for a more complete description of the
covenants with and the rights of the owner of this bond. The County hereby covenants and
agrees with the owner of this bond that it will keep and perform all the covenants of this bond
and of the Bond Resolution to be by it kept and performed
The County in the Bond Resolution has designated this bond as a qualified tax-exempt
obligation for the purposes of Section 265(b)(3) of the Internal Revenue Code of 1986, as
amended.
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This bond shall not be valid or become obligatory for any purpose until the Registration
Certificate hereon has been signed by the Bond Registrar.
This bond may be assigned, and upon such assignment the assignor shall promptly notify
the County Treasurer by registered mail.
It is hereby certified and declared that this bond is issued pursuant to and in strict
compliance with the Constitution and laws of the State of Washington and Resolutions of the
County, and that all acts, conditions and things required to be done precedent to and in the
issuance of this bond have happened, been done and performed.
IN WITNESS WHEREOF, Mason County, Washington, has caused this bond to be
signed on behalf of the County with the manual or facsimile signatures of its Chairman of the
Board and the Clerk of the Board of County Commissioners, as of this day of June, 2008.
ATTEST:
/s/ manual signature
Clerk of the Board
MASON COUNTY, WASHINGTON
/s/ manual or facsimile signature
Chairman of the Board of County
Commissioners
REGISTRATION CERTIFICATE
This bond is registered in the name of the owner on the books of the County in the office
of the County Treasurer as to both principal and interest as noted in the registration blank below.
No transfer hereof shall be valid unless made by the registered owner or his/her duly authorized
agent in writing, and similarly noted hereon and on the bond registration books of the County
All payments of principal of and interest on this bond shall be made by the County with full
acquittance by Treasurer's check, or by warrant of the County drawn on the Treasurer, made
payable to the last registered holder shown hereon and delivered to such owner or mailed to
him/her at his/her address noted hereon.
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Date of Registration
Name and Address of
Registered Owner
United States of America acting
, 2008 through its Department of
Agriculture
1835 Black Lake Blvd. S.W.
Suite C
Olympia, WA 98512-5716
Signature of Bond
Registrar
Treasurer
Section 13. Execution of the Bonds The Bonds shall be executed on behalf of the
County with the manual or facsimile signatures of the Chairman of the Board and the Clerk of
the Board, and shall have the seal of the County impressed or imprinted thereon.
In case either or both of the officers who shall have executed the Bonds shall cease to be
an officer or officers of the County before the Bonds so signed shall have been authenticated or
delivered by the Bond Registrar, or issued by the County, such Bonds may nevertheless be
authenticated, delivered and issued, and upon such authentication, delivery and issuance, shall be
as binding upon the County as though those who signed the same had continued to be such
officers of the County. The Bonds also may be signed and attested on behalf of the County by
such persons as at the actual date of execution of the Bonds shall be the proper officers of the
County although at the original date of the Bonds any such person shall not have been such
officer of the County.
Only such Bond as shall bear thereon a Registration Certificate in the form hereinbefore
recited, manually executed by the Bond Registrar, shall be valid or obligatory for any purpose or
entitled to the benefits of this resolution. Such Registration Certificate shall be conclusive
evidence that the Bonds so authenticated has been duly executed, authenticated and delivered
hereunder and are entitled to the benefits of this resolution.
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Section 14. Sale of Bonds The Bonds shall be sold to the Government at a price of
par on the terms and conditions set forth herein.
Section 15. Application of Bond Proceeds The principal proceeds of the sale of the
Bonds shall be paid into the Construction Fund and shall be utilized to pay costs of the Project
and costs of issuing the Bonds
Section 16. Short -Lived Asset Reserve Account. The County Treasurer shall establish
a fund to be named the Short -Lived Asset Reserve Account, or such other designation as shall
meet applicable accounting requirements. The County shall deposit the sum of $6,350 annually
into the Short -Lived Asset Reserve Account. Money in the Short -Lived Asset Reserve Account
shall be used by the County from time to time to replace short-lived equipment or apparatus of
the System. The required balance on hand may be adjusted annually based on inflation at the
direction of the Government
Section 17. Severability. If any one or more of the covenants or agreements provided
in this resolution to be performed on the part of the County shall be declared by any court of
competent jurisdiction to be contrary to law, then such covenant or covenants, agreement or
agreements, shall be null and void and shall be deemed separable from the remaining covenants
and agreements in this resolution and shall in no way affect the validity of the other provisions of
this resolution or of the Bonds.
Section 18. General Authorization. The members of the Board, the Clerk of the
Board, the Treasurer and all other appropriate officers of the County are each hereby authorized
and directed to take such steps, to do such other acts and things, and to execute such letters,
certificates, agreements, papers, financing statements, assignments or instruments as in their
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judgment may be necessary, appropriate or desirable in order to carry out the terms and
provisions of, and complete the transactions contemplated by, this resolution.
Section 19. Prior Acts. All acts taken pursuant to the authority of this resolution but
prior to its effective date are hereby ratified and confirmed.
Section 20. Effective Date. This resolution shall become effective immediately upon
adoption.
ADOPTED by the Board of County Commissioners of Mason County, Washington, at a
regular meeting thereof held this 24th day of June, 2008.
ATTEST:
Clerk of the Board
MASON COUNTY, WASHINGTON
SLAZ
Commi loners
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CERTIFICATE
I, the undersigned, Clerk of the Board of Commissioners of Mason County, Washington
(herein called the "County") and keeper of the records of the Board of Commissioners of the
County (herein called the "Board"), DO HEREBY CERTIFY:
1. That the attached Resolution is a true and correct copy of Resolution No
of the County
of the County
(herein called the "Resolution"), as finally passed at a regular meeting of the Board
held on the 24th day of June, 2008, and duly recorded in my office.
2. That said meeting was duly convened and held in all respects in accordance with
law, and to the extent required by law, due and proper notice of such meeting was given; that a
quorum of the Board was present throughout the meeting and a legally sufficient number of
members of the Board voted in the proper manner for the passage of said Resolution; that all
other requirements and proceedings incident to the proper adoption or passage of said Resolution
have been duly fulfilled, carried out and otherwise observed, and that I am authorized to execute
this certificate.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of
the County this day of June, 2008.
lerk of the Bo
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CERTIFICATE FOR TRANSCRIPT
I, Rebecca S. Rogers, Clerk of the Board of County Commissioners of Mason County,
Washington (the "County"), do hereby certify that the attached documents are in each case true
and correct copies of the originals of such documents and that none of the resolutions,
proceedings, statements or certificates contained herein has been amended, revised, repealed or
rescinded, except as expressly set forth herein, and all of the officers last certified as holding
offices have continued to hold their respective offices from such date to and including the date of
this certificate.
Dated this 1st day of July, 2008.
Rebecca S. Rog
Clerk, Board of County Commissioners
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CERTIFICATE
I, Rebecca S. Rogers, Clerk of the Board of County Commissioners of Mason County,
Washington, do hereby certify that the members of the Board of County Commissioners serve
four-year terms. The present holders of such offices and the expiration dates of their teirns are as
follows:
Chairman
Commissioner District No. 1
Commissioner District No. 2
Commissioner District No. 3
Dated this lst day of July, 2008.
Name
Tim Sheldon
Lynda Ring -Erickson
Tim Sheldon
Ross Gallagher
Term Expires
December 31, 2008
December 31, 2008
December 31, 2008
December 31, 2010
xammiti I
Rebecca S. R Ters
Clerk, Board of County Commissioners
P:\20978 NMM20978 349
CERTIFICATE
I, Tim Sheldon, the duly elected Chairman of the Board of County Commissioners of
Mason County, Washington, do hereby certify that Rebecca S. Rogers is the duly appointed
Clerk of the Board of Mason County.
Dated this 1st day of July, 2008.
Tim Sheldon
Chairman, Board of County Commissioners
P:\20978 NMN\20978 349
CERTIFICATE
I, Rebecca S. Rogers, Clerk of the Board of County Commissioners of Mason County,
Washington, do hereby certify that the attached is a true and correct copy of the proceedings of
the Board setting the date, time, and place for regular meetings of the Board.
Dated this 1st day of July, 2008.
Rebecca S. Roger
Clerk, Board of County Commissioners
P:\20978 NMN\20978 349
CERTIFICATE
I, Rebecca S. Rogers, Clerk of the Board of County Commissioners of Mason County,
Washington, do hereby certify that the attached is a true and correct copy of the proceedings of
the Board showing the election of Tim Sheldon as Chaiinian of the Board.
Dated this 1st day of July, 2008.
Rebecca S 'Ti gers
Clerk, Board of County Commissioners
P:\20978 NMN\20978 349
CERTIFICATE
I, Rebecca S. Rogers, Clerk of the Board of County Commissioners of Mason County,
Washington (the "County"), do hereby certify that the attached is a full, true and correct copy of
the minutes of the June 24, 2008 regular meeting of the Board of County Commissioners.
Dated this Ist day of July, 2008.
Rebecca S. Rs
Clerk, Board of County Commissioners
CERTIFICATE OF PAYMENT AND DELIVERY
I, Elisabeth Frazier, County Treasurer of Mason County, Washington, DO HEREBY
CERTIFY that I have delivered to the United States of America, Rural Development, Olympia,
Washington, or its duly appointed agent, the Mason County, Washington, Limited Tax General
Obligation Bond (Payable from Sewer Revenue), Series 2008A, in the principal amount of
$831,000 (the "Series 2008A Bond) and the Mason County, Washington, Limited Tax General
Obligation Bond (Payable from Sewer Revenue), Series 2008B, in the principal amount not to
exceed $525,000 (the "Series 2008B Bond"). I further certify that at the time of such delivery I
received payment as follows:
Principal of Series 2008A Bond $ 831,000.00
Amount of first draw on Series 2008B Bond 14,317.31
Amount received this lst day of July, 2008 $ 844,317.31
Dated this 1st day of July, 2008.
Elisabeth Frazier, Treasurer
Mason County, Washington
CERTIFICATE
I, Elisabeth Frazier, the duly elected, qualified and acting Treasurer of Mason County,
Washington (the "County"), hereby certify that the following are all of the County's currently
outstanding general obligation bonds and long-teini leases and financing contracts (as of June 1,
2008):
(1) Voted General Obligation Bonds $ -0-
(2) Nonvoted General Obligation Bonds and long-term debt obligations•
Designation Outstanding Balance
Mason County LTGO, 1998
Mason County LTGO, 2008
Mason County Rural Devel LTGO,. 2002
(3) Long-term Leases:
Dated this 1st day of July, 2008.
$ 745,000
3,170,000
4,986,437.05
MASON COUNTY, WASHINGTON
Elisabeth Frazier, Treasurer
P:\20978 NMN\20978 349
SIGNATURE IDENTIFICATION AND NONLITIGATION CERTIFICATE
We, Tim Sheldon and - : -Aie
- - = _ _ the Chairman and Clerk of the Board of
County Commissioners, respectively, of Mason County, Washington (the "County"), do hereby
certify that our signatures appearing on each of the following -described Limited Tax General
Obligation Bonds (Payable from Sewer Revenue), Series 2008A and Series 2008B of the County
(collectively, the "Bonds") are true and correct facsimiles of our signatures.
The Series 2008A Bond is designated as the "Mason County, Washington, Limited Tax
General Obligation Bond (Payable from Sewer Revenue), Series 2008A," is dated as of the date
of delivery thereof to the original purchaser, is fully registered in the principal amount of
$831,000, bears interest on unpaid principal at the rate of 4.125% per annum and is payable as
set forth in a Resolution of the County, adopted on June 24, 2008.
The Series 2008B Bond is designated as the "Mason County, Washington, Limited Tax
General Obligation Bond (Payable from Sewer Revenue), Series 2008B," is dated as of the date
of delivery thereof to the original purchaser, is fully registered in the principal amount of not to
exceed $525,000, bears interest on unpaid principal amounts drawn at the rate of 4.375% per
annum and is payable as set forth in a Resolution of the County, adopted on June 24, 2008.
WE FURTHER CERTIFY that there is no controversy or litigation pending or, to the
best of our knowledge, threatened affecting the issuance and delivery of the Bonds, the levy and
collection of taxes to pay the installments of principal and interest on the Bonds, the pledge by
the County of revenues derived from the operation of its sewer system to pay the installments of
principal and interest on the Bonds, the proceedings and authority under which the Bonds are
issued, the taxes levied and collected, and the revenues pledged, the validity of the Bonds and the
title of the present officers of the County to their respective offices.
Dated this 1st day of July, 2008.
Signatures Title
F
Chairman,
Board of County Commissioners
Clerk,
Board of County Commissioners
STATE OF WASHINGTON )
)ss.
COUNTY OF MASON
On this say of itity, 2008, before me, the undersigned, a Notary Public in and for
the State of Washington, duly commissioned and sworn, personally appeared Tim Sheldon, to
me known to be the Chairman of the Board of County Commissioners, respectively, of Mason
County, Washington, described and who executed the within and foregoing instrument, and
acknowledge to me that they signed said instrument as their free and voluntary act and deed for
the uses andnunntniogtherein mentioned. •`osig L.
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STATE OF WASHINGTON )
) ss.
COUNTY OF MASON )
On this ` ``day ofaily, 2008, before me, the undersigned, a Notary Public in and fo
the State of Washington, duly commissioned and sworn, personally appeared
to me known to be the Clerk of the Board of County Commissioners, respectively, of Mason
County, Washington, described and who executed the within and foregoing instrument, and
acknowledge to me that they signed said instrument as their free and voluntary act and deed for
the uses and purpose therein mentioned.
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UNITED STATES OF AMERICA
STATE OF WASHINGTON
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$831,000
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MASON COUNTY
LIMITED TAX GENERAL OBLIGATION BOND (PAYABLE FROM SEWER REVENUE),
SERIES 2008A
PRINCIPAL AMOUNT: EIGHT HUNDRED THIRTY-ONE THOUSAND AND NO/100 DOLLARS
INTEREST RATE: 4.125%
MATURITY DATE JULY 1, 2048
MASON COUNTY, WASHINGTON (the "County"), a municipal corporation duly organized and existing under the
laws of the State of Washington, promises to pay to the UNITED STATES OF AMERICA, ACTING THROUGH THE UNITED
STATES DEPARTMENT OF AGRICULTURE (the "Government") but solely from the Bond Fund of the County, established
by a Resolution of the County, adopted on June 24, 2008.
This bond shall bear interest at the rate of 4.125% per annum (computed on the basis of a 365-day year for actual
number of days elapsed) and shall accrue from the date hereof. Principal of and interest shall be payable in semiannual amortized
installments in the amount equal to $21,307.00, on each January 1 and July 1, commencing January 1 2009, with final payment
of principal and interest nevertheless due on the Maturity Date. If any installment of principal and interest is not paid when due,
the County shall be obligated to pay interest on that installment at the same rate provided herein from and after its due date until
that installment is paid in full. Simultaneously herewith, the County is issuing its Limited Tax General Obligation Bond (Payable
from Sewer Revenue), Series 2008B in the aggregate principal amount of not to exceed $525,000.
This bond, designated as the ` Limited Tax General Obligation Bond (Payable from Sewer Revenue), Series 2008A," is
issued by the County in fully registered form to provide funds to provide a portion of the funds to finance improvements to the
Rustlewood Wastewater Treatment Plant and betterments to and extensions of the sewerage system of the County, and to pay the
costs of issuance of this bond, all as set forth in the Bond Resolution.
As long as the Government is the registered owner of this bond, payments of principal and interest shall be made by the
County Treasurer directly to the Government at the office of the Government serving Mason County, Washington. Upon final
payment of the principal of and interest on this bond, it shall be submitted to the County for cancellation and surrender.
Both principal of and interest on this bond are payable solely out of the special fund of the County known as the
"Mason County RD LTGO Bond Fund 2008" (the "Bond Fund") created by a Resolution of the Board adopted on June 24, 2008
(the "Bond Resolution").
The County has reserved the right to prepay at any time, without penalty or premium, all or any portion of the unpaid
principal amount of this bond. Notice of any optional prepayment shall be given at least 30 days prior to the prepayment date by
mailing to the registered owner a notice fixing such prepayment date and the amount of principal to be prepaid.
The County has irrevocably covenanted and agreed with the registered owner of this bond that it will annually include
in its budget and levy taxes, within and as a part of the tax levy permitted to counties without a vote of the people, upon all the
property subject to taxation, in an amount sufficient, together with all other moneys legally available therefor, to pay the principal
of and interest on this bond as the same shall become due. The full faith, credit and resources of the County are hereby
irrevocably pledged for the annual levy and collection of such taxes and the prompt payment of such principal and interest.
The County further does hereby pledge and bind itself to set aside from the Gross Revenue and to pay into the Bond
Fund the various amounts required by the Bond Resolution to be paid into and maintained in said Fund, on the dates and at the
times provided by the Bond Resolution.
Page 1 of 3
1
Reference is made to the Bond Resolution for a more complete description of the covenants with and the rights of the
owner of this bond. The County hereby covenants and agrees with the owner of this bond that it will keep and perform all the
covenants of this bond and of the Bond Resolution to be by it kept and performed.
The County in the Bond Resolution has designated this bond as a qualified tax-exempt obligation for the purposes of
Section 265(b)(3) of the Internal Revenue Code of 1986, as amended.
This bond shall not be valid or become obligatory for any purpose until the Registration Certificate hereon has been
signed by the Bond Registrar.
This bond may be assigned, and upon such assignment the assignor shall promptly notify the County Treasurer by
registered mail.
It is hereby certified and declared that this bond is issued pursuant to and in strict compliance with the Constitution and
laws of the State of Washington and Resolutions of the County and that all acts, conditions and things required to be done
precedent to and in the issuance of this bond have happened, been done and performed.
IN WITNESS WHEREOF, Mason County, Washington, has caused this bond to be signed on behalf of the County
with the manual or facsimile signatures of its Chairman of the Board and the Clerk of the Board of County Commissioners, as of
this 1s` day of July, 2008.
ATTEST:
Clerk of the Board
rtecei—)
MASON COUNTY, WASHINGTON
Chairman of the Board of Coun
REGISTRATION CERTIFICATE
Commissioners
This bond is registered in the name of the owner on the books of the County in the office of the County Treasurer as to
both principal and interest as noted in the registration blank below. No transfer hereof shall be valid unless made by the
registered owner or his/her duly authorized agent in writing, and similarly noted hereon and on the bond registration books of the
County. All payments of principal of and interest on this bond shall be made by the County with full acquittance by Treasurer's
check, or by warrant of the County drawn on the Treasurer, made payable to the last registered holder shown hereon and
delivered to such owner or mailed to him/her at his/her address noted hereon
Date of Registration
Page 2 of 3
June 27, 2008
Name and Address of
Registered Owner Signature of Bond Registrar
United States of America acting through its
Department of Agriculture
1835 Black Lake Blvd. S W. Suite C
Olympia, WA 98512-5716
Treasurer
July 1, 2008
Mason County
Shelton, Washington
United States of America, acting through the
United States Department of Agriculture, Rural Development
Mount Vernon, Washington
Re: Mason County, Washington, Limited Tax General Obligation Bonds (Payable from Sewer Revenue), Series 2008A —
$831,000 and Series 2008B — Not to exceed $525,000
Ladies and Gentlemen:
We have acted as bond counsel to Mason County, Washington (the "County") and have examined a certified transcript of all of the
proceedings taken in the matter of the issuance by the County of its Limited Tax General Obligation Bond (Payable from Sewer Revenue), Series
2008A in the principal amount of $831,000 (the "Series 2008A Bond") and its Limited Tax General Obligation Bond (Payable from Sewer
Revenue), Series 2008B in the principal amount of not to exceed $525,000 (the "Series 2008B Bond" and together with the Series 2008A Bond,
the "Bonds"), issued pursuant to a Resolution of the County, adopted June 24, 2008 (the "Bond Resolution") for the purpose providing part of the
financing the costs of constructing improvements to the Rustlewood wastewater treatment facility.
The Series 2008A Bond is dated as of the date of delivery thereof to the United States Department of Agriculture, Rural Development, is
numbered R-1, is fully registered in the principal amount of $831,000, and bears interest at the rate of 4.125% per annum on unpaid principal and
is repayable in semiannual installments of principal and interest payable on the first day of the sixth month following the date of the Series 2008A
Bond and semiannually thereafter, with the final payment nevertheless due on July 1, 2048.
The Series 2008B Bond is dated as of the date of delivery thereof to the United States Department of Agriculture, Rural Development, is
numbered R-1, is fully registered in the principal amount of not to exceed $525,000, and bears interest on unpaid principal amounts drawn at the
rate of 4.375% per annum and is repayable in semiannual installments of principal and interest payable on the first day of the 12h month
following the date of the Series 2008B Bond and semiannually thereafter, with the final payment nevertheless due on July 1, 2048.
As to questions of fact material to our opinion, we have relied upon representations of the County contained in the Bond Resolution and in
the certified proceedings and other certifications of public officials and others fumished to us without undertaking to verify the same by
independent investigation.
From such examination it is our opinion, as of this date and under existing law, that:
1. The Bonds have been legally issued and constitute valid special obligations of the County, both principal thereof and interest thereon
being payable solely out of the Bond Fund, except to the extent that the enforcement of the rights and remedies of such owners of the Bonds may
be limited by laws relating to bankruptcy, reorganization, insolvency, moratorium or other similar laws of general application affecting the rights
of creditors, by the application of equitable principles and the exercise of Judicial discretion.
2. Both principal of and interest on the Bonds are payable from annual levies of ad valorem taxes to be made upon all the taxable
property within the County, within and as part of the property taxes authorized by law to be levied by the County without a vote of the people, in
amounts which, together with other available funds, will be sufficient to pay such principal and interest as the same shall become due. The full
faith, credit and resources of the County are irrevocably pledged for the payment of the principal of and interest on the Bonds.
3. The County has further obligated and bound itself to set aside and pay into the Bond Fund out of the Gross Revenue (as defined in the
Bond Resolution) amounts sufficient to pay the principal of and interest on the Bonds as the same become due and payable. The pledge of Gross
Revenue to make payments on the Bonds constitutes a lien and charge thereon junior, subordinate and inferior to the Costs of Maintenance and
Operation, junior, subordinate and inferior to the lien and charge thereon of any lien and charge that may be made to pay and secure the payment
of any Senior Lien Bonds, equal in rank to the lien and charge thereon for amounts pledged to pay any other outstanding sewer revenue
obligations that the County, and superior to all other charges of any kind or nature, all as provided in the Bond Resolution.
4. Interest on the Bonds is excludable from gross income for federal income tax purposes, except that no opinion is expressed with
respect to the excludability of interest on the Bonds if sold out of the Agriculture Credit Insurance Fund or the Rural Development Insurance
Fund as an insured loan (such Funds being referred to in 7 U.S.C. Sections 1926(a)(1) or 1929a(h)). Interest on the Bonds is not an item of tax
preference for purposes of the federal alternative minimum tax imposed on individuals and corporations; however, interest on the Bonds is taken
into account in determining adjusted current earnings for the purpose of computing the alternative minimum tax imposed on certain corporations
The opinion set forth in the preceding sentence is subject to the condition that the County comply with all requirements of the Internal Revenue
Code of 1986, as amended, that must be satisfied subsequent to the issuance of the Bonds in order that the interest thereon be, and continue to be,
excludable from gross income for federal income tax purposes. The County has covenanted to comply with all applicable requirements. Failure
to comply with certain of such covenants may cause interest on the Bonds to be included in gross income for federal income tax purposes
retroactively to the date of issuance of the Bonds.
Except as expressly stated above, we express no opinion regarding any other federal or state income tax consequences of acquiring,
carrying, owning or disposing of the Bonds. Owners of the Bonds should consult their tax advisors regarding the applicability of any collateral
tax consequences of owning the Bonds, which may include original issue discount, original issue premium, purchase at a market discount or at a
premium, taxation upon sale, redemption or other disposition, and various withholding requirements.
This opinion is given as of the date hereof, and we assume no obligation to update, revise or supplement this opinion to reflect any facts or
circumstances that may hereafter come to our attention or any changes in law that may hereafter occur.
Very truly yours,
Page 3 of 3
K&L PRESTON GATES ELLIS LLP
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UNITED STATES OF AMERICA
STATE OF WASHI
NGTON
MASON COUNTY
LIMITED TAX GENERAL OBLIGATION BOND (PAYABLE FROM SEWER REVENUE),
SERIES 2008B
ez��i®i itee7.4.7.167w.04
Not to exceed
r4 $525,000 3,
PRINCIPAL AMOUNT:
INTEREST RATE.
MATURITY DATE:
NOT TO EXCEED FIVE HUND
4.375%
JULY 1, 2048
RED TWENTY-FIVE THOUSAND AND NO/100 DOLLARS
MASON COUNTY, WASHINGTON (the ` County"), a municipal corporation duly organized and existing under the laws of
the State of Washington, promises to pay to the UNITED STATES OF AMERICA ACTING THROUGH THE UNITED STATES
DEPARTMENT OF AGRICULTURE (the "Government') but solely from the Bond Fund of the County, established by a Resolution of
the County adopted on June 24, 2008.
This bond shall bear interest on such portion thereof as is drawn on this bond at the rate of 4.375% per annum (computed on
the basis of a 365-day year for actual number of days elapsed) and shall accrue from the date of each draw on this bond until paid.
Interest shall be payable 12 months from the date of delivery of this bond and semi-annually thereafter until maturity. The first principal
payment shall be payable 12 months after the date of delivery of this bond and semi-annually thereafter until maturity. Principal of and
interest on this bond shall be amortized in equal semi-annual installments due over a period of 39 years. If any installment of principal
and interest is not paid when due, the County shall be obligated to pay interest on that installment at the same rate provided herein from
and after its due date until that installment is paid in full. Simultaneously herewith the County is issuing its Limited Tax General
Obligation Bond (Payable from Sewer Revenue), Series 2008A in the aggregate principal amount of $831,000.
This bond, designated
by the County in fully registere
Wastewater Treatment Plant an
this bond, all as set forth in th
as the "Limited Tax General Obligation Bond (Payable from Sewer Revenue), Series 2008B," is issued
d form to provide funds to provide a portion of the funds to finance improvements to the Rustlewood
d betterments to and extensions of the sewerage system of the County, and to pay the costs of issuance of
e Bond Resolution.
As long as the Government is the registered owner of this bond, payments of principal and interest shall be made by the
County Treasurer directly to the Government at the office of the Government serving Mason County, Washington. Upon final payment
of the principal of and interest on this bond, it shall be submitted to the County for cancellation and surrender.
Both prin
County RD LTGO
Resolution")
ipal of and interest on this bond are payable solely out of the special fund of the County known as the "Mason
Bond Fund 2008" (the "Bond Fund") created by a Resolution of the Board adopted on June 24, 2008 (the 'Bond
•
The County has reserved the right to prepay at any time, without penalty or premium, all or any portion of the unpaid principal
amount of this bond. Notice of any optional prepayment shall be given at least 30 days prior to the prepayment date by mailing to the
registered owner a notice fixing such prepayment date and the amount of principal to be prepaid.
budget
subje
on
a
The County has irrevocably covenanted and agreed with the registered owner of this bond that it will annually include in its
and levy taxes, within and as a part of the tax levy permitted to counties without a vote of the people, upon all the property
t to taxation, in an amount sufficient, together with all other moneys legally available therefor, to pay the principal of and interest
is bond as the same shall become due. The full faith credit and resources of the County are hereby irrevocably pledged for the
ual levy and collection of such taxes and the prompt payment of such principal and interest.
The County further does hereby pledge and bind itself to set aside from the. Gross Revenue and to pay into the Bond Fund the
various amounts required by the Bond Resolution to be paid into and maintained in said Fund, on the dates and at the times provided by
the Bond Resolution,
Page 1 of 3
Reference is made to the Bond Resolution for a more complete description of the covenants with and the rights of the owner of
this bond. The County hereby covenants and agrees with the owner of this bond that it will keep and perform all the covenants of this
bond and of the Bond Resolution to be by it kept and performed.
The County in the Bond Resolution has designated this bond as a qualified tax-exempt obligation for the purposes of
Section 265(b)(3) of the Internal Revenue Code of 1986, as amended.
This bond shall not be valid or become obligatory for any purpose until the Registration Certificate hereon has been signed by
the Bond Registrar.
This bond may be assigned, and upon such assignment the assignor shall promptly notify the County Treasurer by registered
mail.
It is hereby certified and declared that this bond is issued pursuant to and in strict compliance with the Constitution and laws
of the State of Washington and Resolutions of the County, and that all acts, conditions and things required to be done precedent to and in
the issuance of this bond have happened, been done and performed.
IN WITNESS WHEREOF, Mason County, Washington, has caused this bond to be signed on behalf of the County with the
manual or facsimile signatures of its Chairman of the Board and the Clerk of the Board of County Commissioners, as of this 1st day of
July, 2008.
ATTEST:
Clerk of the Board
J
MASON COUNTY, WASHINGTON
1
Chairman of the Board of County Commissioners
REGISTRATION CERTIFICATE
This bond is registered in the name of the owner on the books of the County in the office of the County Treasurer as to
both principal and interest as noted in the registration blank below. No transfer hereof shall be valid unless made by the
registered owner or his/her duly authorized agent in writing, and similarly noted hereon and on the bond registration books of the
County. All payments of principal of and interest on this bond shall be made by the County with full acquittance by Treasurer's
check, or by warrant of the County drawn on the Treasurer, made payable to the last registered holder shown hereon and
delivered to such owner or mailed to him/her at his/her address noted hereon.
Date of Registration
June 27, 2008
Name and Address of
Registered Owner Signature of Bond Registrar
United States of America acting through its
Department of Agriculture
1835 Black Lake Blvd. S W. Suite C
Olympia, WA 98512-5716
Treasurer
Page 2 of 3
Vim/.Vim/- V t:A . VaV-VVV-VV �/-1
Mason County
Shelton, Washington
As ./• /mad
United States of America, acting through the
United States Department of Agriculture, Rural Develo
Mount Vernon, Washington
ment
Re: Mason County, Washington, Limited T
$831,000 and Series 2008B — Not to exc
Ladies and Gentlemen.
We have acted as bond counsel to Mason County, Washington (the "County") and have examined a certified transcript of all of the
proceedings taken in the matter of the issuance by the County of its Limited Tax General Obligation Bond (Payable from Sewer Revenue), Series
2008A in the principal amount of $831,000 (the "Series 2008A Bond") and its Limited Tax General Obligation Bond (Payable from Sewer
Revenue), Series 2008B in the principal amount of not to exceed $525,000 (the "Series 2008E Bond" and together with the Series 2008A Bond,
the "Bonds"), issued pursuant to a Resolution of the County, adopted June 24, 2008 (the "Bond Resolution") for the purpose providing part of the
financing the costs of constructing improvements to the Rustlewood wastewater treatment facility.
July 1, 2008
ax General Obligation Bonds (Payable from Sewer Revenue), Series 2008A —
ed $525,000
The Series 2008A Bond is dated as of the date of delivery thereof to
numbered R-1, is fully registered in the principal amount of $831,000, and bear
is repayable in semiannual installments of principal and interest payable on the
Bond and semiannually thereafter, with the final payment nevertheless due on Jul
the United States Department of Agriculture, Rural Development, is
s interest at the rate of 4.125% per annum on unpaid principal and
first day of the sixth month following the date of the Series 2008A
1, 2048.
The Series 2008B Bond is dated as of the date of delivery thereof to the Un
numbered R-1, is fully registered in the principal amount of not to exceed $525,000,
rate of 4.375% per annum and is repayable in semiannual installments of principa
following the date of the Series 2008B Bond and semiannually thereafter, with the final
ited States Department of Agriculture, Rural Development, is
and bears interest on unpaid principal amounts drawn at the
1 and interest payable on the first day of the 12th month
ayment nevertheless due on July 1, 2048.
As to questions of fact material to our opinion, we have relied upon representations
the certified proceedings and other certifications of public officials and others fumish
independent investigation.
From such examination it is our opinion, as of this date and under existing law, that:
1. The Bonds have been legally issued and constitute valid special obligations of the C
being payable solely out of the Bond Fund, except to the extent that the enforcement of the rights
be limited by laws relating to bankruptcy, reorganization, insolvency, moratorium or other similar I
of creditors, by the application of equitable principles and the exercise of judicial discretion.
2. Both principal of and interest on the Bonds are payable from annual levies of ad valore
property within the County, within and as part of the property taxes authorized by law to be levied by th
amounts which, together with other available funds, will be sufficient to pay such principal and interest
faith, credit and resources of the County are irrevocably pledged for the payment of the principal of and inte
of the County contained in the Bond Resolution and in
d to us without undertaking to verify the same by
unty, both principal thereof and interest thereon
and remedies of such owners of the Bonds may
aws of general application affecting the rights
m taxes to be made upon all the taxable
e County without a vote of the people, in
as the same shall become due. The full
rest on the Bonds.
3. The County has further obligated and bound itself to set aside and pay into the Bond Fund out of the Gross Revenue (as defined in the
Bond Resolution) amounts sufficient to pay the principal of and interest on the Bonds as the same become due and payable. The pledge of Gross
Revenue to make payments on the Bonds constitutes a lien and charge thereon junior, subordinate and inferior to the Costs of Maintenance and
Operation, junior, subordinate and inferior to the lien and charge thereon of any lien and charge that may be made to pay and secure the payment
of any Senior Lien Bonds, equal in rank to the lien and charge thereon for amounts pledged to pay any other outstanding sewer revenue
obligations that the County, and superior to all other charges of any kind or nature, all as provided in the Bond Resolution.
4. Interest on the Bonds is excludable from gross income for federal income tax purposes, except that no opinion is expressed with
respect to the excludability of interest on the Bonds if sold out of the Agriculture Credit Insurance Fund or the Rural Development Insurance
Fund as an insured loan (such Funds being referred to in 7 U.S.C. Sections 1926(a)(1) or 1929a(h)). Interest on the Bonds is not an item of tax
preference for purposes of the federal alternative minimum tax imposed on individuals and corporations; however, interest on the Bonds is taken
into account in determining adjusted current earnings for the purpose of computing the alternative minimum tax imposed on certain corporations
The opinion set forth in the preceding sentence is subject to the condition that the County comply with all requirements of the Internal Revenue
Code of 1986, as amended, that must be satisfied subsequent to the issuance of the Bonds in order that the interest thereon be, and continue to be,
excludable from gross income for federal income tax purposes. The County has covenanted to comply with all applicable requirements. Failure
to comply with certain of such covenants may cause interest on the Bonds to be included in gross income for federal income tax purposes
retroactively to the date of issuance of the Bonds.
Except as expressly stated above, we express no opinion regarding any other federal or state income tax consequences of acquiring,
carrying, owning or disposing of the Bonds. Owners of the Bonds should consult their tax advisors regarding the applicability of any collateral
tax consequences of owning the Bonds, which may include original issue discount, original issue premium, purchase at a market discount or at a
premium, taxation upon sale, redemption or other disposition, and various withholding requirements.
This opinion is given as of the date hereof, and we assume no obligation to update, revise or supplement this opinion to reflect any facts or
circumstances that may hereafter come to our attention or any changes in law that may hereafter occur.
Very truly yours,
K&L PRESTON GATES ELLIS LLP
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