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RESOLUTION NO. 4020
RESOLUTION RELATING TO A PROJECT ON BEHALF
OF LEARNING CIRCLE MONTESSORI ELEMENTARY
SCHOOL, INC., A MONTANA NONPROFIT
CORPORATION, AND THE ISSUANCE OF A REVENUE
NOTE TO FINANCE THE COSTS OF ACQUIRING A
BUILDING TO BE USED AS A PRIVATE ELEMENTARY
SCHOOL UNDER MONTANA CODE ANNOTATED, TITLE
90, CHAPTER 5, PART 1, AS AMENDED; GRANTING
PRELIMINARY APPROVAL THERETO AND CALLING A
PUBLIC HEARING THEREON
BE IT RESOLVED by the City Commission (the “Commission”) of City of Bozeman,
Montana (the “City”), as follows:
Section 1. Recitals.
1.01. Pursuant to Montana Code Annotated, Title 90, Chapter 5, Part 1, as amended (the
“Act”), the City is authorized to enter into agreements upon terms the Commission considers
advantageous and not in conflict with the provisions of the Act to issue revenue bonds or notes
of the City and sell such bonds or notes at public or private sale in such manner and at such times
as may be determined to be most advantageous; and to loan the proceeds of its revenue bonds or
notes for the purpose of defraying the cost of acquiring or improving real and personal properties
suitable for use for, among other things, commercial, manufacturing, agricultural, or industrial
enterprises; recreation or tourist facilities; local, state, and federal governmental facilities;
multifamily housing, hospitals, long-term care facilities, community-based facilities for
individuals who are persons with developmental disabilities as defined in 53-20-102, M.C.A., or
medical facilities; higher education facilities; electric energy generation facilities; family services
provider facilities; the production of energy using an alternative renewable energy source as
defined in 15-6-225, M.C.A.; and any combination of these projects. Such revenue bonds or
notes may be secured by a pledge of the revenues to be derived by the City from a loan
agreement with the borrower, by a mortgage on the project and by such other security devices as
the City may deem advantageous. Under the provisions of the Act, any bonds or notes so issued
by the City shall be special, limited obligations of the City and shall not constitute or give rise to
a pecuniary liability of the City or a charge against its general credit or taxing powers.
1.02. It has been proposed that the City, pursuant to the Act, issue its revenue note in an
aggregate principal amount not to exceed $400,000 (the “Note”), the proceeds of which will be
loaned by the City to Learning Circle Montessori Elementary School, Inc., a Montana nonprofit
corporation (hereinafter, the “Borrower”), to finance all or a portion of the costs of acquiring by
the Borrower an existing 4,875 square foot building located at 3001 West Villard Street,
Bozeman, Montana, for use as a private elementary school (the “Project”), and to pay certain
costs and expenses incidental to the issuance and sale of the Note. The maximum aggregate
principal amount of the proposed note issue is $400,000. The Project will be owned and
operated by the Borrower.
Section 2. Preliminary Findings. Based on representations made by representatives of
the Borrower to the City, the Commission hereby makes the following preliminary findings,
determinations and declarations, subject to final findings, determinations and declarations
following the public hearing called pursuant to Section 4 hereof:
(a) The Project, as proposed, will be suitable for use as an educational facility
eligible for financing under the Act.
(b) The City is authorized by the Act to issue its revenue note to defray the costs
of making a loan to the Borrower, the proceeds of which will be used to finance part or
all of the costs of the acquisition, development, and equipping of the Project and paying
the costs and expenses incident to the issuance and sale of the Note, and to enter into an
agreement (the “Loan Agreement”) with the Borrower requiring loan repayments from
the Borrower in amounts and at times sufficient to pay the principal of and interest on the
Note when due and requiring the Borrower to pay all costs of maintaining and insuring
the Project, including taxes thereon.
(c) In preliminarily authorizing the acquisition, development, and equipping of
the Project and the issuance of the Note, the City’s purpose is, and the Commission
believes the effect thereof, will be to promote the public welfare of the City and its
residents by promoting the growth and development of value added industry using locally
produced commodities, providing employment opportunities for its residents, and aiding
in economic development in furtherance of the purposes and policies of the Act.
(d) The undertaking of the Project and the issuance of the Note to finance all or a
portion of the costs thereof are in the public interest.
Section 3. Preliminary Approval. This Commission hereby gives preliminary approval
to the Project and the issuance of the Note in an aggregate principal amount not to exceed
$400,000 to finance all or a portion of the costs thereof, subject to final approval following the
public hearing provided for in Section 4, and subject to final determination by the Commission
that the financing of the Project and the issuance of the Note are in the best interest of the City.
Section 4. Public Hearing. Section 90-5-104 of the Act requires that, prior to the
issuance of the Note a public hearing duly noticed shall be held by the City on the proposed
Project and the issuance of the Note to finance the costs thereof. Pursuant to such authority, a
public hearing on the proposed Project and the issuance of the Note to finance the costs thereof
shall be called and held by the Commission on Tuesday, May 29, 2007, at 6:00 p.m., MT, in the
Community Room, Third Floor, Gallatin County Courthouse, located at 311 West Main Street,
Bozeman, Montana.
Section 5. Notice of Hearing. The Clerk of the Commission is hereby authorized and
directed to cause notice of the public hearing to be published in the official newspaper of the
City, once a week for three consecutive weeks before the date of the hearing, as required by
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Section 90-5-104(1) of the Act. The notice shall be published in substantially the form attached
hereto as Exhibit A (which is hereby incorporated herein and made a part hereof).
Section 6. Costs. The Borrower will pay, or upon demand, reimburse the City for
payment of, any and all costs incurred by the City in connection with the Project and the issuance
of the Note, whether or not the Project is carried to completion and whether or not the Note are
issued.
PASSED AND APPROVED BY THE CITY COMMISSION OF THE CITY OF
BOZEMAN, MONTANA, on this 7th day of May, 2007.
Jeff Krauss, Mayor
Attest:
Brit Fontenot, City Clerk
APPROVED AS TO FORM:
Paul Luwe, City Attorney
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A-1
EXHIBIT A
NOTICE OF PUBLIC HEARING
ON PROPOSED ISSUANCE BY THE CITY OF BOZEMAN, MONTANA,
OF ITS REVENUE NOTE,
AT THE REQUEST OF
LEARNING CIRCLE MONTESSORI ELEMENTARY SCHOOL, INC.
NOTICE IS HEREBY GIVEN that a public hearing shall be conducted by the City
Commission of the City of Bozeman, Montana (the “Issuer”), on a proposal that the Issuer issue
its Revenue Note (Learning Circle Montessori Elementary School, Inc. Project), in a principal
amount not to exceed $400,000 (the “Note”), at the request of Learning Circle Montessori
Elementary School, Inc., a Montana nonprofit corporation (the “Borrower”). The hearing will be
held in the Community Room, Third Floor, Gallatin County Courthouse, located at 311 West
Main Street, Bozeman, Montana on Tuesday, May 29, 2007, at 6:00 o’clock p.m. Under the
proposal, the Note will be issued to provide financing for a Project consisting of the acquisition
by the Borrower of the existing 4,875 square foot building located at 3001 West Villard Street,
Bozeman, Montana, for use as a private elementary school (the “Project”). The Project is to be
owned and operated by the Borrower. The Issuer will loan the proceeds of the Note to the
Borrower and the Borrower will agree to repay the loan at times and in amounts sufficient to
provide for payment in full of the Note when due.
At said time and place the City Commission shall give all parties who appear an
opportunity to express their views with respect to the proposal to undertake and finance the
Project and to issue the Note.
The Note will be secured by a pledge of the revenues to be derived by the City from a
loan agreement with the Borrower and by such other security devices, if any, as may be deemed
advantageous. The Note will be a special, limited obligations of the City, and the Note and
interest thereon will be payable solely from the revenues pledged to the payment thereof. No
holder of the Note will ever have the right to compel any exercise of the taxing power of the City
to pay the Note or the interest thereon, nor to enforce payment thereof against any property of the
City except money payable by the Borrower to the City and pledged to the payment of the Note.
Dated: May__, 2007.
BY ORDER OF THE BOARD OF
CITY COMMISSIONERS
Brit Fontenot, City Clerk
PUBLISH: May 8, 2007
May 15, 2007 and May 22, 2007
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CERTIFICATE AS TO RESOLUTION
I, the undersigned, being the duly qualified and acting recording officer of the City of
Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of a
Resolution entitled: “RESOLUTION RELATING TO A PROJECT ON BEHALF OF
LEARNING CIRCLE MONTESSORI ELEMENTARY SCHOOL, INC., A MONTANA
NONPROFIT CORPORATION, AND THE ISSUANCE OF A REVENUE NOTE TO
FINANCE THE COSTS OF ACQUIRING A BUILDING TO BE USED AS A PRIVATE
ELEMENTARY SCHOOL UNDER MONTANA CODE ANNOTATED, TITLE 90,
CHAPTER 5, PART 1, AS AMENDED; GRANTING PRELIMINARY APPROVAL
THERETO AND CALLING A PUBLIC HEARING THEREON” (the “Resolution”), on file in
the original records of the City in my legal custody; that the Resolution was duly adopted by the
City Commission of the City at a regular meeting on May 7, 2007, and that the meeting was duly
held by the City Commission and was attended throughout by a quorum, pursuant to call and
notice of such meeting given as required by law; and that the Resolution has not as of the date
hereof been amended or repealed.
I further certify that, upon vote being taken on the Resolution at said meeting, the
following Commissioners voted in favor thereof _____________________________________
______________________________________________________; voted against the same:
________________________________________________; abstained from voting thereon:
________________; or were absent: __________________.
WITNESS my hand and seal officially this ____ day of May, 2007.
(SEAL)
Brit Fontenot, City Clerk