HomeMy WebLinkAboutResolution 2889 Refunding MMIA liability insurance
-.----"..". .....-.-. .
.
.
;,
Member Frost moved the adoption of the following
. resolution.
RESOLUTION NO. 2RRq
A RESOLUTION RELATING TO P ARTICIP ATION IN POOLED SELF-
INSURANCE PROGRAM; APPROVING AND AUTHORIZING THE
MONTANA MUNICIPAL INSURANCE AUTHORITY TO ISSUE
BONDS ON BEHALF OF THE MUNICIPALITY, TO REFUND THE
OUTSTANDING LIABILITY INSURANCE BONDS ISSUED BY THE
AUTHORITY ON BEHALF OF THE MUNICIPALITY, APPROVING
THE DISTRIBUTION OF A PRELIMINARY OFFICIAL STATEMENT
RELATING THERETO AND AUTHORIZING THE ISSUANCE AND
COMMITTING TO EXECUTE AND DELNER TO THE MONTANA
MUNICIPALITY INSURANCE AUTHORITY A GENERAL
OBLIGATION NOTE EVIDENCING THE MUNICIPALITY'S
PROPORTIONATE SHARE OF PRINCIPAL OF AND INTEREST ON
THE REFUNDING BONDS AND THE EXECUTION AND DELIVERY
OF RELATED DOCUMENTS.
BE IT RESOLVED by the governing body (the Governing Body) of
the City of Boz~m~n (the Municipality) as follows:
. Section 1. Recitals.
1.01. The Montana Municipal Insurance Authority (the Authority) was
created as a joint exercise of powers entity pursuant to the Interlocal Agreement
creating the Montana Municipal Insurance Authority, (the Interlocal Agreement)
and Title 7, Chapter 11-, Part 1, M.C.A. (the Interlocal Cooperation Act) and as
authorized under the provisions of Section 2-9-211 and 2-9-212, M.C.A. for the
purpose of providing insurance and reinsurance programs to Montana
municipalities and jointly issuing obligations to fund self-insurance funds.
1.02. Pursuant to that authority, the Authority established its Liability
Insurance Program (Program) and made it available to all Montana municipalities
executing the Interlocal Agreement and the Liability Insurance Coverage Program
Agreement (the Insurance Agreement), The Authority issued and sold its Liability
Insurance Coverage Program Bonds, Series 1986 (the Outstanding Bonds) in the
aggregate principal amount of $6,265,000, of which $5,455,000 in principal amount
are now outstanding on behalf of the municipalities (the Participating Members)
adopting a Resolution authorizing the Authority to do so, and executing and
delivering to the Authority a general obligation note (the Outstanding Note) in a
principal amount equal to their proportionate share of the principal of and interest
on the Bonds (the Debt Service Premium) as defined in the Indenture of Trust dated
. -1-
. .
"
as of August 15, 1986 between the Authority and First Trust Company of Montana,
. National Association, as trustee and successor to First Trust Company of Montana
(the Indenture). Under the terms of the Outstanding Notes and the Agreement,
each Participating Member is obligated to pay its Debt Service Premium in order to
participate in the Program. In addition to the Debt Service Premium, each
Participating Member is obligated to pay Risk Premium, Supplemental Debt Service
Premium and any Risk Premium Adjustments or Deferred Risk Premium
Adjustments.
1.03. The Outstanding Bonds bear interest at a net effective interest rate
of (7.172%). The Board of Directors of the Authority (the Board) has determined that
it may be advantageous to the Program and the Participating Members, now or in
the future, to advance refund or refund the Series 1986 Bonds and thereby achieve a
reduction in annual debt service on the Outstanding Bonds.
1.04. In order for the Board to refund the Series 1986 Bonds it must
have authorization from the Participating Members to issue on behalf of the
Participating Members bonds (the Refunding Bonds) to refund the Outstanding
Bonds, and the Authority has requested that the Municipality adopt a resolution
granting such authorization.
Section 2. Authorization.
. 2.01. The Governing Body hereby authorizes the Authority to issue
Refunding Bonds on its behalf as provided herein, and declares its intention to issue
a Refunding Note that shall be a general obligation of the Municipality and shall
represent its proportionate share of the Refunding Bonds, as determined under the
Indenture and to execute and deliver the Refunding Note and such other
documents to the Authority as may be required to effectuate the issuance of the
Refunding Bonds; provided that the interest rates to be borne by the Refunding
Bonds will result in present value savings to the Authority of not less than one and
one half percent (1 1/2 %) of the principal amount of the Outstanding Bonds, using
the interest rate on the Refunding Bonds as a discount factor over the term of the
Refunding Bonds, which savings sha~l be net of the costs of issuing the Refunding
Bond.
2.02. The Authority is hereby authorized to rely on this Resolution and
the Municipality hereby authorizes the Authority to proceed with the issuance of
the Refunding Bonds on behalf of the Municipality in an amount sufficient, among
other things, to defease the Outstanding Bonds and pay all costs associated with the
issuance of the Refunding Bonds and defeasance of the Outstanding Bonds.
2.03. The Governing Body hereby preliminarily authorizes the
issuance of its Refunding Note in a principal amount not to exceed 120% of the
. -2-
n...__.____
. .
.
.
. principal of the Outstanding Notes, in substantially the form of the Note previously
issued to refund the Outstanding Notes. The Mayor and City Clerk are hereby
authorized and directed to execute and deliver the Refunding Notes to the
Authority within 15 days of the date of the receipt of written notice from the
Authority to do so; provided that: 1) the interest rates savings described in Section
2.01 can be achieved; 2) the principal amount of the Refunding Note does not exceed
3% of the taxable value of the Municipality, as of the date of the last completed
assessment for state and local taxes; and 3) the Board has determined that the
issuance of the Refunding Bonds is in the best interest of the Program and the
Participating Member and the Refunding Bonds will be issued in the principal
amount necessary, but not greater than the principal amount necessary, to provide
funds, with other available funds in the Debt Service Fund to the Authority
allocable to the Outstanding Bonds, to establish the escrow account to defease the
Outstanding Bonds, and to pay the costs of issuance of the Refunding Bonds and the
costs of refunding the Outstanding Bonds. The term of the Refunding Note shall
not exceed the term on the Outstanding Note.
Section 3. Effective Date. This resolution shall become effective thirty
days after passage.
PASSED AND ADOPTED this 19th day of October, 1992.
. .
~
.
MOTHY SW N, Mayor
A TrEST:
~,fh~
ROBIN L. SULLIVAN
Clerk of the Commission
WITNESS my hand officially as such recording officer and the seal of
the City of Bozeman this 19th day of October, 1992.
(S E A L) ~J~
R L. SULLIV AN
Clerk of the Commission
-3- "\
,
. .
."
. Member Vincent seconded the motion and the
following voted in favor thereof: Commissioner Frost. Commi~~innpr Vinrpnr,
Commissioner Knapp and Mayor Swanson
,
and the following voted against the same: None
Absen t: Commissioner Stiff
.
.
State of Montana )
County of Gallatin )
. City of Bozeman )
. I, Robin L. Sullivan, Clerk of the Commission of the City of Bozeman, Montana, do
hereby certify that the foregoing Commission Resolution No. 2889 was published by title and
number in the Bozeman Daily Chronicle, a newspaper of general circulation printed and published
in said City, in the issue dated the 22nd day of October 1992, and due proof of such publication
is on file in my office.
IN WITNESS WHEREOF I hereunto set my hand and affix the corporate seal of my
office.
VLz ~a~J
ROBIN L. SULLIVAN
Clerk of the Commission
.
.