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HomeMy WebLinkAboutBond Affidavits AFFIDAVIT OF PUBLICATION NorlcE OF SALE OF 000 2026 00 STATE OF MONTANA, LIMITED TAX�GENERAL 140,000 COUNTY OF CUSTER OBLIGATION BONDS, 2027 SERIES 2024B 140,000 CITY OF BOZEMAN, 2028 I, Margo Kelsey, Legal Specialist being first duly sworn, MONTANA 2029 00 depose and say that I am the principal clerk of the publisher thet10City Commission (theven 150,000 030 00 55,000 of the Bozeman Dail Chronicle a newspaper in general cir- "Commission, of an city 1031 Yg of Bozeman, Montana (the 2031 culation, Bozeman, Gallatin County, Montana; that I know "City"),will receive bids for the 1 ,000 purchase of Limited Tax Gen- 2032032 from my personal knowledge that the Legal# NOTICE OF 20 4B, innthe aggregtion ate prin 165,000 033 00 SALE OF $3,930,000 LIMITED cipal amount of B Bonds"), 2034 0 (the "Series 2024E Bonds"), 2034 subject to adjustment as de- 175,000 a printed copy of which is hereto annexed,was published in scribed below. The proceeds of the Series 2024B Bonds Year the entire issue of said newspaper for: 2 will be used by the City to (i) Principal finance or reimburse the City Amount(l) for a portion of the costs of im- 2035 provements to the Bozeman $180,000 Swim Center,Bogert Pool and 2036 Insertions) in the following issues: 04/06/24, 04/13/24 Lindley Center;and(ii)pay the 185,000 costs associated with the sale 2037 of the Series 2024E Bonds. 190,000 2038 The Series 2024E Bonds, in- 200,000 eluding interest thereon, are 2039 general obligations of the City 210,000 payable from legally available 2040 Total Cost: $180.00 funds of the City. The general 340,000 credit of the City is irrevoca- 2041 bly pledged for the prompt 355,000 payment of the principal and 2042 interest on the Series 2024B 370,000 Bonds as they become due, 2043 however, the Series 2024B 385,000 Bonds are not secured by a pledge of the City's taxing (1) Preliminary; subject to power and the City cannot change. be obligated to levy taxes for the payment of principal The City reserves the right,af- of and interest on the Series ter bids are opened and prior 2024B Bonds, to award, to increase or de- crease the amount of any ma- Subscribed and sworn by ® @ The Series 2024E Bonds turity or maturities in multiples shall be dated, as original- of$5,000 in order to produce before me on: On 15th day of April,in the year of 2024 ly issued, as of their date of sufficient net proceeds and delivery, expected to be May to meet the City's structuring 16,2024,and shall bear inter- goals. est payable semiannually on January 1 and July 1 of each The Series 2024B Bonds with year, commencing January 1, stated maturities on or after 2025,to the registered owners July 1,2034 will be subject to of the Series 2024B Bonds as redemption on July 1, 2033, such appear in the bond reg- and any date thereafter,at the ister as of the close of busi- option of the City, in whole or ness on the 15th day(whether in part, at a redemption price or not a business day) of the equal to the principal amount Notary Public for the State of Montana Residing at; immediately preceding month, thereof to be redeemed plus Miles City, Montana. at a rate or rates designated interest accrued to the re- Miles the successful bidder at demption date, without pre- public sale and approved by mium. If less than all of the the Commission. Interest will Series 2024B Bonds are to be be calculated on the basis of redeemed, the Series 2024E a 360-day year consisting of Bonds to be redeemed shall twelve 30-day months. be from such stated maturities and in such principal amounts Bids shall be for not less than as the City may designate in DANIEL HANCE $3,930,000.00, plus accrued writing to the Registrar (or, if N®TARYPUBLICforfhe �u -.• interest, if any, on the total no designation is made,in in- �� StateRof Montana principal amount of the Series verse order of maturities and y REs'din of of o 2024B Bonds. The Series within a maturity in $5,000 ty Montana 2024B Bonds shall mature, principal amounts selected It1y Commission Expires subject to redemption as here- by the Registrar by lot or oth- August 24,2027 inafter provided, on July 1 in er manner as directed by the each of the following years City). and amounts (unless com- bined into one or more term The Series 2024B Bonds bonds), subject to adjustment shall be in the denomination as described below: of $5,000 each or any inte- gral multiple thereof of single Year maturities. The Series 2024E Principal Bonds will be issued as fully AD#499833 Amount 1 registered bonds only. The 2025 Series 2024E Bonds will be issued in book-entry only form. Bids will be received by Baker Tilly Municipal Advisors, LLC, the City's municipal advisor or by electronic transmission through PARITY® pursuant to the instructions set forth herein until 10:30 a.m., M.T., on Tuesday,April 16,2024, at which time bids will be opened and tabulated. The tabulation of bids will be presented to a designated Pricing Committee subsequent to the opening of bids, at which time the Pric- ing Committee will consider the bids received and, if a responsive and acceptable bid is received, award sale of the Series 2024B Bonds to the bidder with the lowest true interest cost, subject to approval and confirmation by the Commission. To have its bid considered for award, the successful bidder is required to submit a good faith deposit via wire transfer to the City in the amount of$78,600.00 no later than 1:00 p.m. M.T. on Tuesday,April 16,2024. Prospective bidders should consult the Terms and Con- ditions of Sale and the Pre- liminary Official Statement for a detailed description of the Series 2024E Bonds, the se- curity therefor,and the form of legal opinion proposed to be rendered by Dorsey&Whitney LLP,of Missoula, Montana,as bond counsel. For an elec- tronic copy of the Preliminary Official Statement or for any additional information prior to sale, prospective purchasers are referred to the Municipal Advisor to the City, Baker Til- ly Municipal Advisors, LLC, by telephone (651) 223 3000, or by email:bids@bakertilly.com. Dated:May 19,2024. BY ORDER OF THE CITY COMMISSION MNAXLP =g AFFIDAVIT OF PUBLICATION NOTICE OF SALE OF 100,000 STATE OF MONTANA, GENERAL OBLIGATION 2032 00 2033 COUNTY OF CUSTER BC TDY O,SERIESF BOZEMAN,A 105,000 MONTANA 2034 I,Margo Kelsey, Legal Specialist being first duly sworn, Notice is hereby given that the 110,000 depose and say that I am the principal clerk of the publisher City Commission (the Boz- Year P y P P p mission') of the City of Boz- Principal eman, Montana (the "City"), Amount(l) of the Bozeman Daily Chronicle a newspaper in general cir- will receive bids for the pur- 2035 culation, Bozeman, Gallatin County, Montana; that I know Bonds, Se of ries 2024A,eneral in the ion toss°oo from my personal knowledge that the Legal# NOTICE OF of g$2 280,000 principal the "Series 203700 SALE OF $2,280,000 GENERAL of the Series). e ies2024A Bonds")2024A Bonds The proceeds 2038 00 will be used by the City to (1) 125,000 a printed copy of which is hereto annexed,was published in finance or reimburse the City 2039 for a portion of the costs of im- 130,000 the entire issue of said newspaper for: 2 provements to the Bozeman 2040 Swim Center,Bogert Pool and 135,000 Lindley Center;and(ii)pay the 2041 costs associated with the sale 140,000 of the Series 2024A Bonds. 2042 Insertion(s) in the following issues: 04/06/24, 04/13/24 145,000 The Series 2024A Bonds, in- 2043 cluding interest thereon, are 150,000 general obligations of the City 2044 payable from the proceeds of 160,000 an ad valorem tax that the City will covenant to levy annually on all taxable property within Total Cost: $180.00 the City, without limitation as (1) Preliminary; subject to to rate or amount. change. The Series 2024A Bonds The City reserves the right, shall be dated, as original- after bids are opened and ly issued, as of their date of prior to award, to increase delivery, expected to be May or decrease the amount of 16,2024,and shall bear inter- any maturity or maturities est payable semiannually on in multiples of$5,000 in or- January 1 and July 1 of each der to produce sufficient net year, commencing January 1, proceeds and to meet the 2025,to the registered owners City's structuring goals. of the Series 2024A Bonds as such appear in the bond reg- The Series 2024A Bonds with ister as of the close of busi- stated maturities on or after Subscribed and sworn by �' ness on the 15th day(whether July 1,2034 will be subject to or not a business day) of the redemption on July 1, 2033, before me on: On 15th day of A ril,in the ye of 2024 immediately preceding month, and any date thereafter,at the at a rate or rates designated option of the City, in whole or by the successful bidder at in part, at a redemption price public sale and approved by equal to the principal amount the Commission. Interest will thereof to be redeemed plus be calculated on the basis of interest accrued to the re- a 360-day year consisting of demption date, without pre- twelve 30-day months. mium. If less than all of the Series 2024A Bonds are to be Bids shall be for not less than redeemed, the Series 2024A $2,280,000.00, plus accrued Bonds to be redeemed shall interest, if any, on the total be from such stated maturities Notary Public for the State of Montana Residing at; principal amount of the Series and in such principal amounts 2024A Bonds. The Series as the City may designate in Miles City,Montana. 2024A Bonds shall mature, writing to the Registrar (or, if subject to redemption as here- no designation is made, in in- inafter provided, on July 1 in verse order of maturities and each of the following years within a maturity in $5,000 and amounts (unless com- principal amounts selected --- bined into one or more term by the Registrar by lot or oth- DANIEL HANCE bonds), subject to adjustment er manner as directed by the NOTARY PUBLIC for the as described below: City). A State of Montana Year The Series 2024A Bonds SEAL Rending at Miles City,Montana Principal shall be in the denomination My Commission Expires Amount 1 of $5,000 each or any inte- n> August 24.2027 2025 gral multiple thereof of single $75,000 maturities. The Series 2024A 2026 Bonds will be issued as fully 85,000 registered bonds only. The 2027 Series 2024A Bonds will be 90,000 issued in book-entry only form. 2028 90,000 The City reserves the right to 2029 reject any and all bids and to 95,000 sell the Series 2024 Bonds at 2030 a private or other sale. 95,000 AD#499799 2031 Bids will be received by Baker 19 Tilly Municipal Advisors, LLC, the City's municipal advisor or by electronic transmission through PARITY® pursuant to the instructions set forth herein until 10:00 a.m., M.T., on Tuesday,April 16,2024, at which time bids will be opened and tabulated. The tabulation of bids will be presented to a designated Pricing Committee subsequent to the opening of bids, at which time the Pric- ing Committee will consider the bids received and, if a responsive and acceptable bid is received, award sale of the Series 2024A Bonds to the bidder with the lowest true interest cost, subject to approval and confirmation by the Commission. To have its bid considered for award, the successful bidder is required to submit a good faith deposit via wire transfer to the City in the amount of $45,600.00 no later than 1:00 p.m. M.T. on Tuesday,April 16,2024. Prospective bidders should consult the Terms and Con- ditions of Sale and the Pre- liminary Official Statement for a detailed description of the Series 2024A Bonds, the se- curity therefor,and the form of legal opinion proposed to be rendered by Dorsey&Whitney LLP,of Missoula, Montana,as bond counsel. For an elec- tronic copy of the Preliminary Official Statement or for any additional information prior to sale, prospective purchasers are referred to the Municipal Advisor to the City, Baker Til- ly Municipal Advisors, LLC,by telephone (651) 223 3000, or by email:bids@ bakertilly.com. Dated:May 19,2024. BY ORDER OF THE CITY COMMISSION MNAXLP