HomeMy WebLinkAboutResolution 2970 Preliminary approval for outstanding bonds re Lyman Phase I and II
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COMMISSION RESOLUTION NO. 2970
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, RELATING TO OUTSTANDING BONDS OWNED BY THE
DEPARTMENT OF NATURAL RESOURCES
AND CONSERVATION;
GRANTING PRELIMINARY APPROVAL TO THE AMENDMENT THEREOF
WHEREAS, the City of Bozeman, Montana (the "Issuer"), has issued and there is
outstanding one or more bonds (the "Outstanding Bond") which was purchased and is now
owned by the Department of Natural Resources and Conservation of the State of Montana
(the "DNRC") under the State's Coal Severance Tax Renewable Resource Program (the
"Program"); and
WHEREAS, the title, date of issue, original principal amount, outstanding principal
amount, non-subsidized interest rate current annual non-subsidized payment amount and
proposed maximum annual non-subsidized payment amount ofthe Outstanding Bond appears
on Exhibit A hereto, which is hereby incorporated herein and made a part hereof; and
WHEREAS, the Issuer has been informed by the DNRC of its intention to advance
refund in whole or in part the State's Coal Severance Tax Bonds, Department of Natural
Resources and Conservation Water Development Program, 1988 Series A, 1989 Series A,
and 1990 Refunding Series B (collectively, the "Refunded Bonds"), to permit the DNRC to
reduce the semiannual payments on the loans made to local governments financed with the
proceeds of the Series 1988A Bonds, the Series 1989A Bonds and the State's Coal
Severance Tax Bonds, Department of Natural Resources and
Conservation Water
Development Program, 1985 Series A, 1985 Series Band 1987 Series C, including the loan
evidenced by the Outstanding Bond, during the remaining term of the loan following the
subsidized interest rate period, if such payments can be reduced by an amount equal to at
least 2.5%; and
WHEREAS, representatives of the DNRC have presented to this City Commission
(the "Governing Body") a proposal pursuant to which the DNRC will advance refund the
Refunded Bonds if such refunding would enable the DNRC to reduce the amount of the
semiannual payments on the Outstanding Bond after the expiration of the subsidy period,
if any, by at least 2.5%; and
WHEREAS, to effect this proposal, this Governing Body will be required: (i) to adopt
a resolution amending the provisions of the resolution authorizing the issuance of the
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Outstanding Bond; Oi) to execute and deliver a new amended and restated Bond to the DNRC
reflecting a new principal amount and interest rate ( the "Amended and Restated Bond"),
upon surrender by the DNRC of the Outstanding Bond; and (iii) to execute and deliver certain
closing certificates to the DNRC, relating to the execution and delivery of the Amended and
Restated Bond, the tax exemption of interest thereon for federal income tax purposes and
the adoption of such resolution.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana, (the Issuer), as follows:
Section 1. The Governing Body hereby declares the intention of the Issuer (i) to
reduce the amount of the semiannual payments on the Outstanding Bond by increasing the
principal amount thereof and reducing the interest rate thereon in accordance with the
proposal of the DNRC; (ii) to adopt the necessary resolution, authorizing the execution and
delivery of the Amended and Restated Bond, closing certificates and other necessary
documents; and Oii) to execute and deliver to the DNRC the Amended and Restated Bond
evidencing an increased principal amount and a reduced interest rate on the Outstanding
Bond, upon surrender thereof by the DNRC; provided that, during each year the Bond is
outstanding, the total annual payment on the Bond is reduced by not less than 2.5% except
during the subsidized interest rate period, if any, when such payment shall remain
unchanged. It is understood that the principal amount of the Amended and Restated Bond
will include, in addition to the greater principal amount of bonds of the State required to
advance refund the Refunded Bonds, the Issuer's allocable share of the costs incurred by the
DNRC in advance refunding the Refunded Bonds and amending and restating the Outstanding
Bond.
Section 2. The DNRC is authorized to rely on this resolution, and for a period ending
on December 31, 1994, the Issuer hereby consents to the advance refunding of the
Refunded Bonds and the amendment and restatement of the Outstanding Bond in accordance
with the proposal of the DNRC, but subject to the limitations contained in Section 1.
Section 3. The Governing Body hereby authorizes and directs the officers of the
Issuer to cooperate with the DNRC and to prepare any documents and take all steps
necessary to permit the Issuer to participate in the refinancing program proposed by the
DNRC.
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PASSED AND ADOPTED by the City Commission of the City of Bozeman, Montana,
at a regular session thereof held on the 25th day of April 1994.
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ATTEST:
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ROBIN L. SULLIVAN
Clerk of the Commission
APPROVED AS TO FORM:
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REVISED 4-12-94
EXHIBIT A
Outstanding Current Maximum
Original Principal Non- Annual Proposed
Principal Amount subsidized Non-subsidized Annual
Title of Bond Amount as of (6/1/94) Interest Rate Payment
Amount Payment Amount
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City of Bozeman
(Lyman Creek) $726,079.00 $597,027.25 7.23% $65,861.12
$64,214.59