HomeMy WebLinkAbout1017 - AUTHORIZING the official notice of a 26,200,000 bond sale concerning Water & Sewer Revenue ReRESOLUTION NO. 1017
A RESOLUTION CONCERNING THE PROPOSED CITY OF BOULDER,
COLORADO (ACTING THROUGH ITS WATER UTILITY ENTERPRISE
AND ITS WASTEWATER UTILITY ENTERPRISE), WATER AND SEWER
REVENUE REFUNDING BONDS, SERIES 2007 IN THE AGGREGATE
PRINCIPAL AMOUNT OF NOT TO EXCEED $26,200,000; AUTHORIZING
THE NOTICE OF BOND SALE WITH RESPECT TO SAID BONDS;
PRESCRIBING CERTAIN DETAILS CONCERNING SAID PROPOSED
SALE AND SAID BONDS; APPROVING THE FORM OF A PRELIMINARY
OFFICIAL STATEMENT; AND PROVIDING THE EFFECTNE DATE OF
THIS RESOLUTION.
WHEREAS, the City of Boulder, Colorado, in the County of Boulder and State of
Colorado (the "City"), is a municipal corporation duly organized and existing as a home rule city
pursuant to Article XX of the Constitution of the State of Colorado (the "Constitution") and the
home rule charter of the City (the "Charter"); and
WHEREAS, Article X, Section 20 of the Constitution ("Amendment One") requires that
bonded debt (other than certain refunded debt) not be issued without prior voter approval unless
the issuer is an"Enterprise" as defined in Amendment One; and
WHEREAS, Ordinance No. 5601, introduced, read, passed and adopted on the 9th day of
November 1993, added new sections 11-1-55 to -61 to the Boulder Revised Code, 1981 (the
"City Code") providing for the establishment of the City's water system as a"water activity
enterprise" within the meaning of Part 1 of Article 45.1 of Title 37, Colorado Revised Statutes,
as amended, and naming the City's water system the "Water Utility Enterprise"; and
WHEREAS, Ordinance No. 5601 also added new sections 11-2-36 to -42 to the City
Code, providing for the establishment of the City's sanitary sewer system as a`~vater activity
enterprise" within the meaning of Part 1 of Article 45.1 of Title 37, Colorado Revised Statutes,
as amended, and naming the City's sanitary sewer system the "Wastewater Utility Enterprise";
and
WHEREAS, pursuant to the Charter and the City Code, the City Council of the City (the
"CounciP') is the governing body of the Water Utility Enterprise and the Wastewater Utility
Enterprise and the Council need not announce or acknowledge that actions taken by the Council
are taken by the governing body of the Water Utility Enterprise and/or the Wastewater Utility
Enterprise; and
WHEREAS, pursuant to the Charter and the City Code, the Water Utility Enterprise and
the Wastewater Utility Enterprise may issue revenue bonds payable from revenues derived from
the operation of such Enterprise without voter approval so long as such Enterprise qualifies as an
"Enterprise" within the meaning of Amendment One in the City's fiscal year of the issuance of
such revenue bonds; and
4813-0132-6337 4
WHEREAS, the Water Utility Enterprise and the Wastewater Utility Enterprise are
"Enterprises" within the meaning of Amendment One; and
WHEREAS, the Council deems it advisable and necessary to issue revenue bonds of the
City in an aggregate principal amount of not to exceed $26,200,000 designated Water and Sewer
Revenue Refunding Bonds, Series 2007 (the "Bonds") to provide funds with which to
(a) advance refund the City of Boulder, Colorado, Water and Sewer Revenue Bonds, Series 1999
(the "1999 Refunded Bonds"); (b) advance refund the City of Boulder, Colorado Water and
Sewer Revenue Bonds, Series 2000 (the "2000 Refunded Bonds); and (c) to pay necessary
incidental and appurtenant expenses in connection therewith, including the cost of issuance of
the 2007 Bonds; and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF BOULDER THAT:
Section 1. The Bonds shall be, and the same hereby are ordered to be, publicly sold, and
the Council shall cause electronic bid proposals to be received and to be opened publicly for the
purchase of the Bonds on June 5, 2007 at 10:00 a.m. unless the City Manager of the City (the
"City Manager") determines to change the public sale date. In the event the public sale date is
changed, the City Manager shall notify the Director of Finance and Record of the City (the
"Director of Finance and Record") as to the date, hour and place that such electronic bid
proposals shall be received and opened. The City shall indicate in the notice hereinafter
described the date, the hour and the place that such electronic bid proposals shall be received and
opened.
Section 2. The Mayor of the City (the "Mayor") and the Director of Finance and Record
together aze hereby authorized and directed to provide for the publication of the Notice of Bond
Sale in the (Boulder) Daily Camera at such times as they deem adequate to give reasonable
notice of the proposed sale, but no less than once after the date hereof and at least five days prior
to the public sale date. The Notice of Bond Sale shall be in substantially the following form,
with such changes therein, including but not limited to changes in dates, principal amounts and
maturities and completions thereto, as shall be deemed to be in the best interest and to the best
advantage of the City, the execution of such notice by the Mayor and the Director of Finance and
Record to indicate conclusively the Council's approval of any and all such changes for purposes
of this Resolution:
[Form of Notice of Bond Sale]
4813-0132-6337.4 2
NOTICE OF BOND SALE
$25,655,000'
CITY OF BOULDER, COLORADO
(Acting through its Water Utility Enterprise
and its Wastewater Utility Enterprise)
WATER AND SEWER REVENUE REFUNDING BONDS
SERIES 2007
(Payable solely from certain net income of the municipal water system and municipal
sanitary sewer system.)
PUBLIC NOTICE IS HEREBY GIVEN that electronic bids will be received for the
purchase of the City of Boulder, Colorado (Acting through its Water Utility Enterprise and its
Wastewater Utility Enterprise) Water and Sewer Revenue Refunding Bonds, Series 2007 (the
"Series 2007 Bonds"), more particularly described below. As more fully described in the
Preliminary Official Statement, dated May 24, 2007 (the "Preliminary Official Statement"), the
City of Boulder, Colorado (the "City"), is causing the Series 2007 Bonds to be offered and issued
pursuant to the Bond Ordinance of the City to be adopted on June 5, 2007 (the "Ordinance").
Bids for the purchase of the Series 2007 Bonds will be either sealed, electronic or by facsimile
(at the option of the bidder) as further provided herein. If submitted electronically, bids must be
submitted through the BIDCOMP/PARITY electronic bidding system ("PARITY"). The date
and time for submitting bids will be as follows:
Bid Date: June 5, 2007
Bid Time: Between 11:30 a.m. and 12:00 p.m. New York City, New York Time
(Between 9:30 a.m. and 10:00 a.m. Denver, Colorado Time)
Submit Bid to: BIDCOMP/PARITY electronic bidding system or to the City's Financial
Advisor as set forth in "TERMS OF SALE-Submission of Bids"
Delivery Date: Tuesday, July 10, 2007
Information relating to this auction may be obtained from the City's Financial Advisor,
Piper Jaffray & Co. at 303-820-5848 (P. Jonathan Heroux or Michael Lund) or from PARITY at
212-849-5021.
To bid electronically, bidders must have both (1) a subscription to BIDCOMP and
(2) requested and received admission to the bidding of the Series 2007 Bonds, as described under
"TERMS OF SALE-Submission of Bids" below. The use of PARITY shall be at the bidder's
risk and expense, and neither the City, the Financial Advisor, Kutak Rock LLP ("Bond
Subject to adjustment as set forth herein.
4813-0132-6337.4
Counsel") nor U.S. Bank National Association (the "Paying Agent") shall have any liability with
respect thereto.
Neither the City, the Paying Agent, the Financial Advisor, nor Bond Counsel shall
be responsible for, and each bidder expressly assumes the risk of, any incomplete,
inaccurate, or untimely bid submitted by Internet transmission by such bidder, including,
without limitation, by reason of garbled transmissions, mechanical failure, engaged
telephone or telecommunications lines, or any other cause arising from delivery by Internet
transmission. Additionally, the PARITY time stamp will govern the receipt of all
electronic bids. The official bid clock does not automatically refresh. Bidders must refresh
the auction page periodically to monitor the progression of the bid clock and to ensure that
their bid will be submitted prior to the termination of the auction. All bids will be deemed
to incorporate the provisions of this Notice of Bond Sale.
This Notice of Bond Sale, and the information set forth herein, are not to be treated
as a complete disclosure of all relevant information with respect to the Series 2007 Bonds.
The information set forth herein is subject, in all respects, to a more complete description
of the Series 2007 Bonds and the security therefor set forth in the Preliminary Official
Statement.
BOND DETAILS
Terms. The Series 2007 Bonds will be issued in the aggregate principal amount set forth
in the caption of this Notice of Bond Sale, and will be dated the date of delivery. Interest on the
Series 2007 Bonds will be payable on each June 1 and December 1, commencing on December
1, 2007. The Series 2007 Bonds will mature on December 1 in each of the designated amounts
and years as follows:
Maturity Schedule*
Maturity
Date(December 1)
Principal Amount Maturity Date
(December 1)
Principal Amount
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
* Preliminary; subject to adjustment as set forth in "TERMS OF SALE-Adjustment of
Principal Amount" herein.
The Series 2007 Bonds will be issued in registered form, in denominations of $5,000 or
integral multiples thereof. The Series 2007 Bonds will be issued in book-entry form utilizing the
4813-0132fi337.4
services of The Depository Trust Company, New York, New York ("DTC") as securities
depository.
Adjustment of Aggregate Principal Amount and of Maturities After Determination of
Best Bid. The aggregate principal amount and the principal amount of each maturity of the
Series 2007 Bonds described above aze subject to adjustment by the City, after the determination
of the best bid as described under "TERMS OF SALE-Adjustment of Principal Amount,"
below. Changes to be made will be communicated to the successful bidder by the time of award
of the Series 2007 Bonds. The successful bidder may not withdraw its bid as a result of any
changes made within these limits.
By submitting its bid, each bidder agrees to purchase the Series 2007 Bonds in such
adjusted principal amounts and to modify the purchase price for the Series 2007 Bonds to reflect
such adjusted principal amounts.
Interest Rates and Limitations. Interest from the date of delivery will be payable on
December 1, 2007, and semiannually thereafter on June 1 and December 1 in each year, as
calculated based on a 360-day year of twelve 30-day months.
Only one interest rate shall be specified for any one maturity of the Series 2007 Bonds.
Each interest rate specified must be stated in a multiple of 1/8 or 1/20 of 1 percent per
annum.
The maximum differential between the lowest and highest interest rates permitted for the
issue is two percent (2%) (i. e., the maximum rate of interest accruing on any Series 2007 Bond
prior to its maturity may not exceed the lowest rate of interest accruing on any other Series 2007
Bond prior to its maturity by more than two percent (2%)). A zero rate is not permitted. No
supplemental or "B" interest shall be allowed.
The interest rates on the Series 2007 Bonds shall be in level or ascending order from
lowest to highest.
Purpose of Issue. The Series 2007 Bonds are authorized to be issued for the purposes of
providing funds with which to (a) advance refund the City of Boulder, Colorado, Water and
Sewer Revenue Bonds, Series 1999 (the "1999 Refunded Bonds"); (b) advance refund the City
of Boulder, Colorado, Water and Sewer Revenue Bonds, Series 2000 (the "2000 Refunded
Bonds" and together with the 1999 Refunded Bonds, the "Refunded Bonds"); and (c) pay
necessary incidental and appurtenant expenses in connection therewith, including the cost of
issuance of the Series 2007 Bonds.
Security. The Series 2007 Bonds will be payable from, and will constitute a first and
prior (but not exclusive) lien on, the Net Income of the municipal water system and the sanitayy
sewer system and moneys on deposit in the Bond Fund and the Reserve Fund established by the
Ordinance. Net Income of the municipal water system and sanitary sewer system means the
gross income derived from the operation and use of the water system and the sanitary sewer
system as may be designated after the deduction of the operation and maintenance expenses as
4813-0132-6337.4 5
more fully described in the Official Statement prepazed by the City with respect to the Series
2007 Bonds.
Reference is made to the Preliminary Official Statement for a more complete description
of the security for the Series 2007 Bonds.
Reserve Fund; Reserve Policy. A Reserve Fund is established by the Ordinance. Upon
delivery of the Series 2007 Bonds, the City will utilize a Municipal Bond Debt Service Reserve
Insurance Policy (the "Reserve Policy") provided by Financial Security Assurance Inc. to fund
the Reserve Fund in an amount equal to the average annual debt service on the Series 2007
Bonds. The Reserve Fund will be used to pay debt service on the Series 2007 Bonds to the extent
that the net income of the municipal water system and sanitary sewer system is insufficient
therefor.
Ratings. The Series 2007 Bonds have been rated [" "] by Moody's and [" "]
by S&P. See "RATINGS" in the Preliminary Official Statement.
Optional Redemption. The Series 2007 Bonds maturing on and after December 1, 2018
shall be callable for redemption at the option of the City, in whole or in part, and if in part in
such order of maturities as the City shall determine and by lot within a maturity on December 1,
2017, and on any date thereafter, at a redemption price equal to the par amount thereof plus
accrued interest to the redemption date.
Term Bond; Mandatory Sinking Fund Redemption. A bidder may request that Series
2007 Bonds maturing on and after December 1, 2017 be included in one term bond. Amounts
included in such term bond must consist of consecutive maturities of Series 2007 Bonds and
must beaz the same rate of interest. There shall be no serial bonds maturing after the maturity
date of the term bond. Any such term bond will be subject to mandatory sinking fund
redemption in the same amounts and on the same dates as the Series 2007 Bonds would have
matured if they were not included in a term bond. Series 2007 Bonds redeemed pursuant to
mandatory sinking fund redemption will be redeemed at a redemption price equal to the paz
amount of such Series 2007 Bonds plus accrued interest to the redemption date in the manner as
otherwise provided in the Ordinance.
Additional Bonds; Outstanding Parity Bonds. The Ordinance will permit the issuance
of additional bonds of the City, payable from a lien on the Net Income on a panty with, or
subordinate to, the lien thereof of the Series 2007 Bonds. Upon the issuance of the Series 2007
Bonds and the refunding of the Refunded Bonds, there will be $23,665,000 City of Boulder,
Colorado (Acting through its Water Utility Enterprise and its Wastewater Utility Enterprise),
Water and Sewer Revenue Bonds, Series 2001, $910,000 City of Boulder, Colorado (Acting
through its Water Utility Enterprise and its Wastewater Utility Enterprise), Water and Sewer
Revenue Refunding Bonds, Series 2005A, $7,065,000 City of Boulder, Colorado (Acting
through its Water Utility Enterprise and its Wastewater Utility Enterprise), Water and Sewer
Revenue Refunding Bonds, Series 2005B and $43,765,000 City of Boulder, Colorado (Acting
through its Water Utility Enterprise and its Wastewater Utility Enterprise), Water and Sewer
Revenue Refunding Bonds, Series 2005C, outstanding payable from the Net Income on a parity
with the Series 2007 Bonds.
4813-0132fi337.4 6
Authorization. The Series 2007 Bonds are authorized to be issued by the Constitution of
the State of Colorado, the Charter of the City, the laws of the State of Colorado, the ordinance of
the City establishing the systems as "Enterprises," the Ordinance and the Supplemental Public
Securities Act.
TERMS OF SALE
Submission of Bids. Bids may be submitted either electronically, by facsimile or by
sealed bid. Bids which aze not submitted electronically via PARITY must be submitted on the
City's Bid Form which should be either enclosed in a sealed envelope mazked on the outside
"Proposal for the Series 2007 Bonds" and addressed to Robert W. Eichem, City Finance
Director, c/o Piper Jaffray & Co., 1200 Seventeenth Street, Suite 1250, Denver, Colorado 80202
or submitted by facsimile to the fax number of (303) 441-4381, Attention: Robert W. Eichem.
Any bid submitted by sealed bid or by facsimile must be received at the place designated above
for the receipt of bids no later than the time designated herein for the receipt of bids.
Parity. Unless submitting a printed Bid Form as set forth above, a prospective bidder
must electronically submit a bid for the Series 2007 Bonds via PARITY. Bids maybe submitted
electronically via PARITY in accordance with this Notice of Bond Sale, until 10:00 a.m. local
time, but no bid will be received after the time for receiving bids specified above. To the extent
any instructions or directions set forth in PARITY conflict with this Notice of Bond Sale, the
terms of this Notice of Bond Sale shall control. For further information about PARITY,
potential bidders may contact the Financial Advisor at Piper Jaffray & Co., 1200 Seventeenth
Street, Suite 1250, Denver, Colorado, Telephone (303) 820-5848 or i-Deal LLC at 1359
Broadway, 2"a Floor, New York, New York 10018, Telephone (212) 849-5021.
Bidding Parameters. Bidders aze required to submit unconditional bids specifying the
rate of interest and premium, if any, at which the bidder will purchase all and not less than all of
the Series 2007 Bonds.
Information Regarding Bids. Bidders may change and submit bids as many times as
they wish during the bidding; provided, however, that each bid submitted subsequent to a
bidder's initial bid must result in a lower true interest cost ("TIC") with respect to a bid when
compazed to the immediately preceding bid of such bidder. During the bidding, no bidder will
see any other bidder's bid, but each bidder will be able to see its own ranking (i.e., "Leader,"
"Cover," " 3'~," etc.).
Bids Constitute an Irrevocable Offer. Each bid submitted through PARITY shall be
deemed an irrevocable offer to purchase the Series 2007 Bonds on the terms provided in this
Notice of Bond Sale and shall be binding upon the bidder.
No Sale Below Par or Discount or Commission. There is no limit on the amount of
premium that may be bid. The Series 2007 Bonds shall not be sold by the City at less than their
principal amount, nor will any discount or commission be allowed or paid on the sale of the
Series 2007 Bonds.
Basis of AwaraG The Series 2007 Bonds will be sold to the bidder offering to purchase
the Series 2007 Bonds at the lowest TIC. The actuarial yield on the Series 2007 Bonds using the
4813-0132-6337 4 7
TIC method will be computed at that yield which, if used to compute the present value of all
payments of principal and interest on the Series 2007 Bonds as of the date of the Series 2007
Bonds (i.e., July 10, 2007), produces an amount equal to the aggregate bid price. Such
calculation will be made based upon a 360-day year and a semi-annual interval for
compounding.
The winning bid will be indicated on PARITY and the auction results, as posted on such
website, will be subject to verification by the City and the Financial Advisor. The City and the
Financial Advisor will verify the auction results immediately following the close of the bidding
period and notice of confirmation by the City and the Financial Advisor of the wimung bidder
will be made by a posting on PARITY under the "Results" link.
If two or more bids have the same TIC, the first bid submitted, as determined by
reference to the time stamp displayed on PARITY, shall be deemed to be the leading bid.
Sale Reservations. The City reserves the right (a) to reject any and all bids for any
Series 2007 Bonds, (b) to reoffer any Series 2007 Bonds for public or negotiated sale and (c) to
waive any irregularity or informality in any bid.
Adjustment of Principal Amount. Upon acceptance of bids, the Council, after
consultation with its Financial Advisor, shall determine the amount of the Minimum Bond
Reserve (as defined in the Ordinance) to be credited to the Reserve Fund in the form of the
Reserve Policy, compute the yield restriction applicable to the escrow for the Refunded Bonds
(the "Escrow Funds"), and shall determine the composition of the Escrow Funds (which shall be
invested in United States Treasury Obligations). To the extent premium is received by the
winning bidder and to the extent more or less Series 2007 Bond proceeds aze required to
purchase such Reserve Policy and establish such Escrow Funds, the principal amount of the
Series 2007 Bonds shall be adjusted upward or downward as the City shall in its discretion
determine. Such adjustment shall not exceed $25,000 for any one yeaz and shall not exceed
$300,000 in total principal amount.
Further, the City reserves the discretion, notwithstanding the foregoing, to vary the
principal amount of Series 2007 Bonds in excess of the parameters set forth above if the City
deems it necessary to accomplish such refunding, and notice thereof will be given over the
Munifacts Wire Service prior to the time bids are to be received.
Good Faith Deposit. A good faith deposit in the form of a certified or cashier's check or
a financial surety bond issued by an insurance company licensed to issue such surety bond in the
State of Colorado made payable to the City of Boulder, Colorado in the amount of $260,000 is
required for each bid for the Series 2007 Bonds to be considered. The check or financial surety
bond must be submitted to the City or its Financial Advisor prior to the opening of the bids. The
financial surety bond must identify each bidder whose good faith deposit is guazanteed by such
financial surety bond. If the winning bidder for the Series 2007 Bonds is a bidder utilizing a
financial surety bond, then that bidder is required to submit its good faith deposit for the
Series 2007 Bonds to the City in the form of a cashier's check (or wire transfer such amount as
instructed by the City or its Financial Advisor) not later than 3:00 p.m. (Colorado local time) on
the next business day following the bid opening. If such good faith deposit is not received by
4813-0132fi337.4 8
that time, the financial surety bond may be drawn by the City to satisfy the good faith deposit
requirement. No interest on the good faith deposit will accme to any bidder. The good faith
deposit of the winning bidder for the Series 2007 Bonds will be applied to the purchase price of
the Series 2007 Bonds. In the event the wimming bidder for the Series 2007 Bonds fails to honor
its accepted bid, the good faith deposit plus any interest accmed on the good faith deposit will be
retained by the City. Any investment income eazned on the good faith deposit will not be
credited to the successful bidder on the purchase price of the Series 2007 Bonds, but will be paid
to the successful bidder in the event the City is unable to deliver the Series 2007 Bonds as
provided under "Manner and Time of Delivery" below. Good faith deposits (which are in the
form of checks) with respect to bids other than the winning bid for the Series 2007 Bonds which
is accepted will be returned promptly upon the determination of the winning bid.
Bond Insurance at Purchaser's Option. If the Series 2007 Bonds qualify for issuance of
any policy of municipal bond insurance or commitment therefore at the option of the
bidder/purchaser, the purchase of any such insurance policy or the issuance of any such
commitment shall be at the option and expense of the purchaser of the Series 2007 Bonds and
such municipal bond insurance policy may only be issued by Financial Security Assurance Inc.
("FSA"). Any increased costs of issuance of the Series 2007 Bonds resulting from such purchase
of insurance shall be paid by the purchaser. Any rating agency fees, except for the rating fees of
Moody's and S&P, which will be paid by the City, shall be the responsibility of the purchaser.
Failure of FSA to issue its policy after the Series 2007 Bonds have been awazded to the
purchaser shall not constitute cause for failure or refusal by the purchaser to accept delivery of
the Series 2007 Bonds from the City.
Manner and Time of Delivery. The Series 2007 Bonds will be delivered to DTC for the
account of the winning bidder at the expense of the City on July 10, 2007 or such later date as
the City and the winning bidder may agree. The winning bidder will not be required to accept
delivery of the Series 2007 Bonds if they aze not tendered for delivery by the City on July 10,
2007, or such later date as the City and the winning bidder may agree; provided that delivery of
any Series 2007 Bonds is conditioned upon the receipt by the City of a certificate as to their issue
price. See "-Certification of Issue Price" below. Payment of the purchase price due at delivery
must be made in Federal Reserve funds for immediate and unconditional credit to the City.
The good faith deposit of the winning bidder will be credited to the purchaser at the time
of delivery of the Series 2007 Bonds (without accming interest). If the winning bidder for the
Series 2007 Bonds fails or neglects to complete the purchase of the Series 2007 Bonds within
five days after such Series 2007 Bonds aze made ready and aze tendered for delivery, the amount
of its good faith deposit will be forfeited (as liquidated damages for non-compliance with the
bid) to the City, except as hereinafter provided.
O~cia[ Statement. The Preliminary Official Statement, dated May 24, 2007, and the
information contained therein have been deemed final by the City as of its date within the
meaning of Rule 15c2-12 of the Securities and Exchange Commission ("Rule 15c2-12") with
permitted omissions, but is subject to change without notice and to completion or amendment in
the Final Official Statement in final form (the "Final Official Statement" or the "Official
Statement"). The Notice of Bond Sale and the Preliminazy Official Statement may be viewed
4813-0132-6337.4 9
and downloaded at www.meritos.com and at www.i-dealprospectus.com or a physical copy may
be obtained by contacting the City's Financial Advisor. See "-Information" below.
The City, at its expense, will make available to the winning bidder, within seven (7)
business days after the awazd of the sale of the Series 2007 Bonds, up to 100 physical copies of
the Final Official Statement, and additional copies of the Final Official Statement may be
provided at the winning bidder's expense. The winning bidder must cooperate in providing the
information required to complete the Final Official Statement. The City will also provide the
Final Official Statement to the winning bidder in electronic form.
The winning bidder shall comply with the requirements of Rule 15c2-12 and the rules of
the Municipal Securities Rulemaking Boazd.
Continuing Disclosure Undertaking. The City has covenanted to provide, in a timely
manner, to the Municipal Securities Rulemaking Boazd and to each nationally recognized
municipal securities information repository (as recognized from time to time by the Securities
and Exchange Commission) notice of the occurrence of specified, material events and to provide
certain financial information on an annual basis as more fully set forth in the Preliminary Official
Statement. The City is not currently in default on any undertaking for disclosure.
State Securities Laws. The City has taken no action to qualify the offer or sale of the
Series 2007 Bonds under the securities laws of any state. Should any such qualification be
necessary, the City agrees to cooperate with the winning bidder in such matters, provided that the
City reserves the right not to consent to service of process outside its boundaries and expenses
related to any such qualification shall be the responsibility of the winning bidder.
CUSIP Numbers. CUSIP numbers will be issued and printed on the Series 2007 Bonds.
Any error or omission in printing such numbers on the Series 2007 Bonds will not constitute
cause for the winning bidder to refuse delivery of any Series 2007 Bond. All expenses in
relation to obtaining the CUSIP numbers and printing of the CUSIP numbers on the Series 2007
Bonds shall be paid for by the winning bidder.
Legal Opinion, Series 2007 Bonds and Transcript. The validity and enforceability of
the Series 2007 Bonds will be approved by the City's Bond Counsel:
Kutak Rock LLP
1801 California Street
Suite 3100
Denver, Colorado 80202
(303)297-2400
FAX: (303) 292-7799
www.kutakrock.com
The purchaser of the Series 2007 Bonds will receive a certified transcript of legal
proceedings which will include, among other items:
4813-0132-6337.4 10
(a) a certificate of the City to the effect that, as of its date, the Preliminary Official
Statement was deemed final within the meaning of Rule 15c2-12, except for the omissions
permitted under Rule 15c2-12;
(b) a certificate executed by officials of the City to the effect that there is no litigation
pending or, to their knowledge, threatened affecting the validity of the Series 2007 Bonds as of
the date of their delivery;
(c) a certificate of the City to the effect that, as of the date of the Official Statement
and at all times to and including the date of delivery of the Series 2007 Bonds, the Official
Statement did not contain any untrue statement of a material fact or omit any statement of a
material fact necessary to make the statements therein, in the light of the circumstances under
which they were made, not misleading; and
(d) the opinion dated the date of the delivery of the Series 2007 Bonds, of Kutak
Rock LLP, Denver, Colorado, Bond Counsel to the City, to the effect that although they have
made no independent investigation or verification of the correctness and completeness of the
information included in the Official Statement, nothing that came to their attention in rendering
legal services in connection with the preparation of the Official Statement causes them to believe
that the Official Statement (excepting financial, demographic, economic and statistical
information, any forecasts, estimates and assumptions, and any expressions of opinion, as to
which they will express no belief), as of its date, contained any untrue statement of a material
fact or omitted to state any material fact necessary to make the statements therein, in the light of
the circumstances under which they were made, not misleading.
Certification of Issue Price. Within 24 hours after the ratification of the award of the
Series 2007 Bonds, the winning bidder will be required to notify the City and its Financial
Advisor in writing of (1) the initial offering price of the Series 2007 Bonds to the public
(excluding bond brokers and other intermediaries) at which a substantial portion (10%) of each
maturity of the Series 2007 Bonds have been or are expected to be sold, (2) the initial offering
yield to maturity for each maturity of the Series 2007 Bonds and (3) the selling compensation
and the identity of the underwriter(s) necessary to complete the Official Statement.
In addition, prior to delivery of the Series 2007 Bonds, the winning bidder will be
required to complete, execute, and deliver to the City a certificate in form and substance required
by Kutak Rock LLP, Bond Counsel with respect to the public offering price and yield of the
Series 2007 Bonds and the total compensation received and profit realized by the winning bidder
in connection with the purchase and sale of the Series 2007 Bonds. By submitting its bid, each
bidder agrees to complete, execute and deliver such certificate prior to the delivery of the Series
2007 Bonds if its bid is accepted. It will be the responsibility of the winning bidder to institute
such syndicate reporting requirements, to make such investigation, and otherwise to ascertain the
facts necessary to enable it to make such certification with reasonable certainty. Any questions
concerning such certification should be directed to Kutak Rock LLP, Bond Counsel.
Right to Modify or Amend Notice of Bond Sale. The City reserves the right to modify or
amend this Notice of Bond Sale and the Bid Form, prior to the bid date. If any modifications
occur, supplemental information with respect to the Series 2007 Bonds will be communicated by
4813-0132-6337.4 1 1
posting on the PARITY website not later than 3:00 p.m., Denver, Colorado Time on the day
preceding the day on which proposals may be submitted, and bidders shall bid upon the Series
2007 Bonds based upon the terms thereof set forth in this Notice of Bond Sale, as so modified by
such supplemental information.
Postponement of Sale. The City reserves the right to postpone the date and time
established for the receipt of bids. Any such postponement will be announced by posting on
PARITY prior to commencement of the bidding. If any date and time fixed for the receipt of
bids and the sale of the Series 2007 Bonds is postponed, an alternative sale date and time will be
announced at least one business day prior to such alternative sale date. On any such alternative
sale date and time, any bidder may submit bids electronically as described above for the purchase
of the Series 2007 Bonds in conformity in all respects with the provision of this Notice of Bond
Sale, except for the date and time of sale and except for any changes announced by posting on
PARITY at the time the sale date and time are announced.
Information. Copies (in reasonable quantities) of this Notice of Bond Sale, the
Preliminary Official Statement and other information concerning the City and the Series 2007
Bonds may be obtained from:
Mr. Robert W. Eichem
Director of Finance and Record
City of Boulder Municipal Building
1777 Broadway
P.O. Box 791
Boulder, Colorado 80302
(303) 441-1819
or from the City's Financial Advisor:
Mr. P. Jonathan Heroux or Mr. Michael Lund
Piper Jaffray & Co.
1200 Seventeenth Street
Suite 1250
Denver, Colorado 80202
(303)820-5848
4813-0132-6337.4 12
By order of the City Council of the City of Boulder, Colorado, dated 15` day of May,
2007.
By /s/MarkRuzzin
Mayor, City of Boulder, Colorado
By /s/Robert W. Eichem
Director of Finance and Record, City of
Boulder, Colorado
(End of Notice of Bond Sale)
Section 3. Bids for the Series 2007 Bonds shall be received at the time and place and in
the manner provided in the Notice of Bond Sale as herein prescribed.
Section 4. The Council hereby approves the distribution and use in connection with the
offering of the Series 2007 Bonds of the Preliminary Official Statement in substantially the form
presented to the Council at this meeting, with such changes therein, if any, as are approved by
the Director of Finance and Record or the City Attorney.
Section 5. The Bid Form (to be used for bids not submitted through PARITI~ in
substantially the following form is hereby approved, with such changes thereto as the Mayor and
the Director of Finance and Record shall approve consistent with changes to the Notice of Sale.
4813-0132-6337.4 13
BID FORM
(For bids not submitted through PARITY)
$25,655,000'
CITY OF BOULDER, COLORADO
(Acting through its Water Utility Enterprise
and its Wastewater Utility Enterprise)
WATER AND SEWER REVENUE REFUNDING BONDS
SERIES 2007
Mr. Robert W. Eichem
Office of the Director of
Finance and Record
c/o Piper Jaffray & Co..
1200 17`h Street, Suite 1250
Denver, CO 80202
Attention: P. Jonathan Heroux
Dear Mr. Eichem:
For $25,655,000* aggregate principal amount (subject to adjustment as provided in the
Notice of Sale) of your legally issued City of Boulder, Colorado (Acting through its Water
Utility Enterprise and its Wastewater Utility Enterprise), Water and Sewer Revenue Refunding
Bonds, Series 2007 (the "Series 2007 Bonds"), described in the Notice of Bond Sale dated
May 1, 2007, included with the Preliminary Official Statement of the City of Boulder, Colorado
(the "City") pertaining to the 2007 Bonds, which Notice is by reference made a part hereof, we
will pay you paz plus a premium of $ plus accrued interest to date of delivery to
us for said Bonds to beaz interest and mature, and be sold to the public at the yields, as follows:
* Subject to adjustment as set forth herein.
4813-0132-0337.4 14
Series 2007 Bonds
Maturity Interest Principal
(December 1) Rate Amount*
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
*Principal amount of 2007 Bonds may be adjusted upward or
downwazd for such maturities as the City shall in its discretion
determine in an aggregate amount not to exceed $25,000 in any year
and not to exceed $300,000 in total, in order to (i) purchase a Reserve
Policy to credit to the Reserve Fund an amount equal to not less than
the average annual debt service on the 2007 Bonds an all other Parity
Bonds and (ii) establish the 1999 Escrow Fund and the 2000 Escrow
Fund for the Refunded Bonds.
Check one of the following (if neither is checked, 2007 Bonds shall be all serial bonds):
All serial bonds.
Serial bonds for the yeazs 2007 through 2016, and a term bond for the years 2017
through 2018.
Our calculation (which is not a part of this bid) of the actuarial yield from the above,
computed from the date of the Bonds (July 10, 2007) and giving effect to mandatory sinking
fund redemption and assuming semiannual compounding, as set forth above, is:
Actuarial Yield (as defined under "TERMS OF SALE-Basis Of Awazd" in the Notice
of Bond Sale): %.
Prior to our accepting delivery of said Bonds, you agree to furnish a certified transcript of
all legal proceedings requisite to their issuance and delivery, including a signature and
no-litigation certificate in the customary form evidencing the legality of said Bonds and the
security provisions relating thereto in form satisfactory to Kutak Rock LLP, Denver, Colorado,
whose unqualified approving legal opinion in the customary form shall accompany said Bonds at
4813-01326337.4 15
delivery. You also agree to provide us with a reasonable quantity of final Official Statements
within seven business days from the date this bid is accepted, and we hereby request
of such final Official Statements.
The Bonds aze to be delivered to us on or about July 10, 2007.
The cost of typing the Bonds for delivery in book-entry only form at The Depository
Tmst Company and the fees of the approving attorneys will be paid by the City.
Unless we have provided for use of a Financial Surety Bond to evidence our good faith
deposit, we herewith hand you a cashier's check or certified check for $260,000 as evidence of
our good faith in complying with the terms and conditions of this proposal which is to apply as
partial payment (without interest thereon) for said Bonds when the legality of same has been
approved, and to be forfeited as fully liquidated damages should we fail or refuse to take up said
Bonds as above provided. Said check is to be returned to us (without interest thereon) if this
proposal is not accepted, or if the above attorneys should decline to approve the legality or
tax-exempt status of the issue and as otherwise described in the Notice of Bond Sale. If in lieu of
said check, we furnished a Financial Surety Bond, we agree to famish the required deposit no
later than 3:30 p.m. M.S.T. on the day following acceptance of our bid, in accordance with the
Notice of Bond Sale. This offer is for immediate acceptance unless otherwise specified above.
We understand that Piper Jaffray & Co. is acting as financial advisor to the City in
connection with the issuance of the Bonds and that, pursuant to its contract with the City, it is
required to submit a bid to purchase the Bonds.
4813-0132fi337.4 16
Dated this 5`h day of June, 2007.
Respectfully submitted,
(Firm Name)
By
Name
Title
Telephone
The foregoing proposal accepted by the City Council as the governing body of the City
this 5`h day of June, 2007.
By
Mayor
[End of Form of Bid Form]
Section 6. The Mayor and the Director of Finance and Record and its financial
consultants aze hereby authorized and directed to take all other action necessary or appropriate to
effectuate the provisions of this Resolution. All action heretofore taken (not inconsistent with
this Resolution) is hereby ratified, approved and confirmed.
Section 7. If any section, pazagraph, clause or provision of this Resolution shall for any
reason be held to be invalid or unenforceable, the invalidity or unenforceability of such section,
pazagraph, clause or provision shall not affect any of the remaining provisions of this Resolution.
Section 8. This Resolution shall take effect immediately upon its introduction and
passage.
4813-0132fi337.4 17
INTRODUCED, READ, PASSED AND ADOPTED this ls` day of May, 2007.
c~''.S$AL oU`~~9 B 1
] Y -rt '~
~..:~~p~, o Mayor
pe"°a' ,~~5~ ~~
By
Director of Finance and Record
[Signature Page to the Resolution]
4813-0132fi337.4 18