HomeMy WebLinkAbout982 - REGARDING Water & Sewer Revenue Bonds to be used to construct new treatment facilities.RESOLUTION NO. 982
A RESOLUTION CONCERNING THE PROPOSED CITY OF BOULDER,
COLORADO (ACTING THROUGH ITS WATER UTILITY ENTERPRISE
AND ITS WASTEWATER UTILITY ENTERPRISE), WATER AND SEWER
REVENUE BONDS, SERIES 2005C IN THE AGGREGATE PRINCIPAL
AMOUNT OF NOT TO EXCEED $45,245,000; AUTHORIZING THE
OFFICIAL 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`Bnterprise" 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"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 sanitary sewer system the "Wastewater Utility Enterprise";
and
WHEREAS, pursuant to the Charter and the City Code, the City Council of the City (the
"Council") 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
aze 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
WHEREAS, the Water Utility Enterprise and the Wastewater Utility Enterprise are
"Enterprises" within the meaning of Amendment One; and
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WHEREAS, the Council deems it advisable and necessary to issue revenue bonds of the
City in an aggregate principal amount of not to exceed $45,245,000 designated Water and Sewer
Revenue Bonds, Series 2005C (the "Bonds") to provide funds with which to (a) construct
treatment and capacity improvements to the City's wastewater treatment plant; (b) to purchase a
surety bond for the Reserve Fund; and (c) to pay necessary incidental and appurtenant expenses
in connection therewith, including the cost of issuance of the 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 November 8, 2005 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 are hereby authorized and directed to provide for the publication of the Official 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 Official 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 Official Notice of Bond Sale]
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OFFICIAL NOTICE OF BOND SALE
$45,245,000"
CITY OF BOULDER, COLORADO
(Acting through its Water Utility Enterprise
and ita Wastewater Utility Enterprise)
WATER AND SEWER REVENUE BONDS
SERIES 2005C
(Payable solely from certain net income of the municipal water system and municipal
sanitary sewer system.)
PUBLIC NOTICE IS HEREBY GIVEN that proposals will be received by the City
Council of the City of Boulder (the "Council" and "City," respectively), in the County of
Boulder and State of Colorado for the purchase of $45,245,000 original principal amount of its
"Water and Sewer Revenue Bonds, Series 2005C" (the "Bonds"). Proposals for the purchase of
such Bonds will be accepted through the receipt of bids through the use of an electronic bidding
system. The bids will be received at the place and up to the time specified below:
Date and Time: Tuesday, November 8, 2005
10:00 a.m. (Colorado Time)
Submission
of Electronic Bids: Electronic proposals shall be submitted through
BIDCOMP/PARITY® (the "Approved Provider"). Neither
the City, Piper Jaffray & Co. (the "Financial Advisor")
nor Kutak Rock LLP ("Bond Counsel") shall be
responsible for, and each bidder expressly assumes the
risk of, any incomplete, inaccurate or untimely bid
submitted through the Approved Provider by such
bidder, including, without limitation, by reason of
faulty transmissions, mechanical failure, engaged
telephone or telecommunications lines or any other
cause arising from the delivery of bids through the
Approved Provider. See "TERMS OF SALE-
Information Regarding Electronic Proposals" herein.
Delivery Date of Bonds: The Bonds will be delivered on December 13, 2005. See
"TERMS OF SALE-Manner and Time of Delivery."
All electronic proposals shall be deemed to incorporate the provisions of the Official Bid
Form. See instructions under "TERMS OF SALE-Form of Bid; Interest Rates and
Limitations," below.
Subject m adjustment as se[ forth herein.
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BOND PROVISIONS
Issue
The City (acting through its Water Utility Enterprise and its Wastewater Utility
Enterprise) will issue the Bonds pursuant to an ordinance to be adopted by the City (the
"Ordinance").
Form, Dates and Maturities
The Bonds subject to this Official Notice of Bond Sale will be issued as fully registered
bonds and shall be executed and delivered only in global book-entry form registered in the name
of Cede & Co., as nominee of The Depository Trust Company ("DTC"), New York, New York,
acting as securities depository of the Bonds. The Bonds maybe purchased in the denominations
of $5,000 and any integral multiples thereof. The Bonds will be dated November 15, 2005.
Interest will be payable on each June 1 and December 1, commencing June 1, 2006. The Bonds
will mature on December 1 in each of the designated amounts and years as follows:
Series 2005C Bonds
Date Maturing Amounts
(December 1) Maturing'
2006 $1,480,000
2007 1,610,000
2008 1,665,000
2009 1,715,000
2010 1,775,000
2011 1,840,000
2012 1,910,000
2013 1,985,000
2014 2,065,000
2015 2,145,000
2016 2,235,000
2017 2,325,000
2018 2,420,000
2019 2,520,000
2020 2,625,000
2021 2,735,000
2022 2,855,000
2023 2,980,000
2024 3,110,000
2025 3,250,000
Estimate; subject to change;
see "TERMS OF SALE-Adjustment of Principal Amount."
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Book-Entry
The City, after consultation with its financial advisor, will make arrangements for
custodial deposit of the Bonds with OTC, New York, New York. The Bonds will therefore be
registered in the name of Cede & Co., as nominee of OTC, which will act as securities
depository for the Bonds. Ownership interest in the Bonds will be transferred only pursuant to
the "Book-Entry Only System" of DTC in a denomination of $5,000 or any integral multiple
thereof. After the initial deposit of the Bonds with DTC, they may not be removed from such
custodial deposit, transferred or exchanged except as provided in the Ordinance.
Interest Rates and Limitations
(a) It is permissible to bid different or "split" interest rates for the Bonds; provided,
however, that only one interest rate shall be specified for any maturity of the Bonds.
(b) Each rate stated must be in a multiple of one-eighth (1/8) or one-twentieth (1/20)
of one percent (1%) per annum.
(c) The maximum interest rate named for any Bond shall not exceed the minimum
interest rate named for any other Bond by more than 3.50% per annum.
(d) A zero rate of interest may not be designated.
(e) Each Bond shall bear interest from its date to its stated maturity at the interest rate
stated in the bid.
(f) Bids may not provide for supplemental or "B" coupons or interest rates.
Purpose of Issue
The Bonds are authorized to be issued for the purposes of providing funds with which to
(a) construct treatment and capacity improvements to the City's wastewater treatment plant (the
"Project"); (b) purchase a surety bond for the Reserve Fund; and (c) pay necessary incidental and
appurtenant expenses in connection therewith, including the cost of issuance of the Bonds.
Redemption
Optional Redemption. The Bonds maturing on and after December 1, 2016 will 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, 2015, and
on any date thereafter, at a redemption price equal to the par amount thereof plus accrued interest
to the redemption date.
Term Bonds; Mandatory Sinking Fund Redemption. A bidder may request that Bonds
maturing on and after December 1, 2016 be included in one or two teen Bonds. Amounts
included in each term Bond must consist of consecutive maturities of Bonds and must bear the
same rate of interest. There shall be no serial bonds maturing after the maturity date of any term
bond. Any such term Bond will be subject to mandatory sinking fund redemption in the same
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amounts and on the same dates as the Bonds would have matured if they were not included in a
term Bond. Bonds redeemed pursuant to mandatory sinking fund redemption will be redeemed
at a redemption price equal to the par amount of such Bonds plus accrued interest to the
redemption date in the manner as otherwise provided in the Ordinance. Any election to
designate Bonds as being included in a term Bond must be made in the Official Bid Form
available from the City. See "TERMS OF SALE-Bid Proposals."
Place of Payment
Principal of and premium, if any, on the Bonds will be payable to the registered owner
(Cede & Co.) upon presentation and surrender of the Bonds at the office of U.S. Bank National
Association, at its operations center in St. Paul, Minnesota, as paying agent, or its successor or
assignee (the "Paying Agent"). Interest on the Bonds will be payable by check or draft of the
Paying Agent mailed or forwarded by wire transfer on the interest payment date to the registered
owner thereof (Cede & Co.) as of the close of business on the Record Date (the 15th day of the
month prior to each interest payment date on the Bonds, whether or not a business day). All
payments of the principal of, premium if any, and interest on the Bonds shall be made in lawful
money of the United States of America.
Security
The 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 sanitary sewer system and moneys
on deposit in the Bond Fund, and the Reserve Fund established by the Ordinance. The City
expects to fund the Reserve Fund in the amount of the Minimum Bond Reserve with a Reserve
Fund Insurance Policy as provided in 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 more fully described in the Official Statement prepared
by the City with respect to the Bonds.
Additional Bonds
The Ordinance will permit the issuance of additional bonds of the City, payable from a
lien on the Net Income on a parity with, or subordinate to, the lien thereof of the Bonds. Upon
the issuance of the Bonds, there will be $13,075,000 City of Boulder, Colorado (Acting through
its Water Utility Enterprise and its Wastewater Utility Enterprise), Water and Sewer Revenue
Bonds, Series 1999, $19,720,000 City of Boulder, Colorado (Acting through its Water Utility
Enterprise and its Wastewater Utility Enterprise), Water and Sewer Revenue Bonds, Series 2000,
$25,870,000 City of Boulder, Colorado (Acting through its Water Utility Enterprise and its
Wastewater Utility Enterprise), Water and Sewer Revenue Bonds, Series 2001, $1,110,000 City
of Boulder, Colorado (Acting through its Water Utility Enterprise and its Wastewater Utility
Enterprise), Water and Sewer Revenue Refunding Bonds, Series 2005A and $7,900,000 City of
Boulder, Colorado (Acting through its Water Utility Enterprise and its Wastewater Utility
Enterprise), Water and Sewer Revenue Refunding Bonds, Series 2005B, outstanding payable
from the Net Income on a parity with the Bonds.
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Authorization
The 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" and the Ordinance.
TERMS OF SALE
Form of Bid; Interest Rates and Limitations.
Any bidder is required to submit an unconditional and written bid for the entire issue of
the Bonds, specifying the interest rate or rates and specifying the price at which the bidder will
purchase the Bonds, which price shall be at or above paz plus accrued interest. Bidders must
submit their bids through electronic means as provided in this Notice of Sale. All electronic
proposals shall be deemed to incorporate the provisions of the Official Bid Form.
Information Regarding Electronic Proposals.
Electronic proposals must be submitted through BIDCOMP/PARITY® (the "Approved
Provider") in accordance with this Notice of Sale. If any provisions in this Notice of Sale
conflict with information provided by the Approved Provider, this Notice of Sale shall control.
The City is not responsible for proper operation of nor has any liability for any delays or
interruptions of or any damages caused by the Approved Provider. The City is using the
Approved Provider as a communications mechanism and not as the City's agent to conduct
electronic bidding for the Bonds. The City is not bound by any advice and determination of the
Approved Provider to the effect that any particulaz bid complies with the terms of this Notice of
Sale. All costs and expenses incurred by prospective bidders in connection with their submission
of bids through the Approved Provider aze the sole responsibility of the bidders, and the City is
not responsible for any of such costs or expenses. Further information about the Approved
Provider, including any fee charged, may be obtained from i-Deal, LLC at 395 Hudson Street,
New York, New York 10014 (212-806-8304). The City does not assume any responsibility or
liability for bids submitted through the Approved Provider.
The City may regazd the electronic submission of a bid through the Approved Provider
(including information about the purchase price for the Bonds and interest rate to be borne by the
various maturities of the Bonds and any other information included in such transmission) as
though the same information were submitted by the bidder on the Bid Form and executed on the
bidder's behalf by a duly authorized signatory. If such bid is accepted by the City, this Notice of
Sale, the Bid Form and the information that is electronically transmitted through the Approved
Provider shall form a contract and the successful bidder shall be bound by the terms of such
contract.
Good Faith Deposit
A good faith deposit (the "Deposit") in the form of a certified or cashier's check or a
financial surety bond (the "Financial Surety Bond") in the amount of $320,000, payable to the
order of the City of Boulder, Colorado, is required for each bid to be considered. If a check is
used, it must accompany each bid. If a Financial Surety Bond is used, it must be from an
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insurance company licensed to issue such a bond in the State of Colorado, and such 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 Deposit is guazanteed by such Financial Surety
Bond. If the Bonds aze awazded to a bidder utilizing a Financial Surety Bond, then that
purchaser (the "Purchaser") is required to submit its Deposit to the City or its financial advisor 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 3:30 p.m. M.S.T. on the next business day following the award.
If such Deposit is not received by that time, the Financial Surety Bond maybe drawn by the City
to satisfy the Deposit requirement. No interest on the Deposit will accrue to the Purchaser. The
Deposit of the Purchaser will either be applied to the purchase price of the Bonds or returned to
the Purchaser on the closing date upon payment of the full purchase price of the Bonds. In the
event the Purchaser fails to honor its accepted bid, the Deposit will be retained by the City.
Deposits of all bidders other than the Purchaser shall be promptly returned to each such bidder.
Tax Status
Kutak Rock LLP, Denver, Colorado, bond counsel, will opine that, under existing laws,
regulations, rulings and judicial decisions, the interest on the Bonds (a) is not includible in gross
income for federal income tax purposes and is not includible in gross income for Colorado
income tax purposes, (b) is not includible in alternative minimum taxable income for the purpose
of the Colorado alternative minimum tax and (c) is not a specific preference item for purposes of
the alternative minimum tax provisions contained in the Internal Revenue Code of 1986, as
amended (the "Code"); however, such opinion will also state that interest on the Bonds will be
included in the adjusted can-ent earnings of certain corporations, and such corporations aze
required to include in the calculation of alternative minimum taxable income 75% of the excess
of each such corporation's adjusted current earnings over its alternative minimum taxable
income (determined without regard to this adjustment and prior to reduction for certain net
operating losses) and that the opinion described in clause (a) above is subject to continuing
compliance by the City with the covenants regazding federal tax law contained in the Ordinance
authorizing the Bonds and that failure to comply with such covenants could cause interest on the
Bonds to be so included in federal and Colorado gross income retroactive to the date of issue of
the Bonds. Bond counsel's opinion will also state that the accrual or receipt of interest on the
Bonds may otherwise affect the federal income tax liability of the recipient and that the extent of
these other tax consequences will depend upon the recipient's particulaz tax status or other items
of income or deduction. If, prior to the delivery of the Bonds to the successful bidder therefor,
the income received by private owners of obligations of the same type and character as the
Bonds shall be includible in gross income for federal or State of Colorado purposes, the
successful bidder, at its election made prior to the tender by the City of the Bonds for delivery,
may be relieved of any obligation under the contract to purchase the Bonds. In such case, the
contract to purchase the Bonds shall terminate, and the deposit accompanying the purchaser's bid
will be returned to the purchaser upon written request therefor. Any such option shall be
exercised by a letter addressed to the Director of Finance and Record and bond counsel, and
deposited in the United States mails, as first-class mail, postage prepaid.
Sale Reservations
The City reserves the privilege of:
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(a) waiving any irregularity or informality in any bid;
(b) rejecting any and all bids for the Bonds; and
(c) reoffering the Bonds for sale in any manner permitted by law.
Adjustment of Principal Amount
To the extent premium is received from the winning bidder and/or to give effect to
expected interest earnings on the Bonds, the principal amount of the Bonds may be adjusted
downward as the City shall in its discretion determine. Such adjustment shall not exceed
$75,000 for any one yeaz and shall not exceed $1,500,000 in total principal amount.
Basis of Award
The Bonds, subject to such sale reservations, shall be sold to the responsible bidder
making the best bid for the Bonds to the best advantage of the City. The best bid shall be
determined by computing the actuarial yield on the Bonds (i.e., using an actuarial or True
Interest Cost method) for each bid received, and an awazd will be made (if any is made) to the
responsible bidder submitting the bid that results in the lowest actuarial yield on the Bonds.
"Actuarial yield" on the Bonds as used herein means that yield which, if used to compute the
present worth as of the date of the Bonds (i.e., November 15, 2005) of all payments of principal
and interest to be made on the Bonds from their date to their respective maturity dates (including
mandatory sinking fund redemption dates) using the interest rates specified in the bid, produces
an amount equal to the aggregate principal amount of the Bonds plus any premium bid. No
adjustment shall be made in such calculation for accrued interest on the Bonds from their date to
the date of delivery thereof. Such calculation shall be based on a 360-day yeaz and a semiannual
compounding interval. If there are two or more equal bids for the Bonds and such equal bids aze
the best bids received, the Council shall determine in its discretion which bid will be accepted.
No Sale Below Par or Discount or Commission
The Bonds shall not be sold by the City at less than their principal amount and accrued
interest thereon to the date of their delivery, nor will any discount or commission be allowed or
paid on the sale of the Bonds; provided that the foregoing provision shall not preclude original
issue discount so long as the total purchase price paid by the Purchaser to the City is at least
equal to the paz amount of the Bonds plus accrued interest.
Time of Award
The City shall open the bids at such time as hereinabove specified. It intends to take
action upon determining the best bid and to awazd the Bonds or reject all bids for the Bonds by
action of the Council at a meeting to be held not later than 24 hours after the expiration of the
time for opening bids.
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Offering Price and Yields
On the date herein stated for opening bids, the successful bidder shall notify the Director
of Finance and Record in writing o£
(a) the initial offering price of the Bonds to the public (excluding bond
brokers and other intermediaries) at which a substantial portion of the Bonds of each
maturity are sold; and
(b) the initial offering yield to maturity for each maturity of the Bonds in a
stated percentage for the Council's use in making any necessazy azbitrage bond
investment yield calculations for federal income tax purposes. In addition, prior to
delivery of the Bonds the successful bidder will be required to sign and deliver an exhibit
to the no arbitrage certificate of the City with respect to the public offering price and
yield of the Bonds in form and substance required by bond counsel.
Manner and Time of Delivery
The deposit of the successful bidder shall be credited to the purchaser at the time of
delivery of the Bonds (without accruing interest). If the successful bidder for the Bonds fails or
neglects to complete the purchase of the Bonds on the date the Bonds are made ready and are
tendered by the City for delivery, the amount of this deposit shall be forfeited (as liquidated
damages for noncompliance with the bid) to the City, except as hereinafter provided. In that
event, the City may reoffer the Bonds for sale. The purchaser shall not be required to accept
delivery of any of the Bonds if they aze not tendered for delivery within 60 days from the date
herein stated for opening bids, and, if the Bonds are not so tendered within said period of time,
the good faith deposit shall be returned to the purchaser upon its request. Unless the City shall
otherwise notify the purchaser, the Bonds will be tendered to the purchaser for delivery on
December 13, 2005.
Payment and Place of Delivery
The successful bidder shall be required to make payment of the balance due for the
Bonds by wire transfer in immediately available funds to an account designated by the City.
Such balance of the purchase price, including any premium, must be paid in such immediately
available funds and not by any waiver of interest, nor by any other concession as a substitution
for such immediately available funds. The successful bidder shall be required to accept delivery
of the Bonds at the office of DTC in New York, New York.
CUSIP Numbers
CUSIP numbers shall be printed on the Bonds at the expense of the City. If an incorrect
number is imprinted on any Bond or if a number is not printed thereon, any such error or
omission shall not constitute cause for the successful bidder to refuse delivery of any Bond.
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Legal Opinion, Bonds and Transcript
The legality of the Bond issue will be approved by the firm of Kutak Rock LLP, 1801
California Street, Suite 3100, Denver, Colorado 80202, whose unqualified approving opinion,
together with the Bonds, a certified transcript of the proceedings, including a certificate stating
that there is no litigation pending affecting the validity of the Bonds as of the date of their
delivery, and other closing documents, will be furnished to the purchaser without chazge by the
City. A certified true copy of the approving opinion of bond counsel for the issue will be printed
on each Bond at the City's expense. The City will deliver to the successful bidder at closing a
certificate stating that to the best of its knowledge, the information included in the Official
Statement does not contain any untrue statement of a material fact and does not omit to state a
material fact necessary to make the statements made therein, in light of the circumstances under
which they were made, not misleading.
Financial Advisor
Piper Jaffray & Co. is acting as financial advisor to the City in connection with the
issuance of the Bonds. Pursuant to its contract with the City, it is required to submit a bid to
purchase the Bonds.
Rule 15c2-12 Compliance
The City covenants and agrees to enter into a written agreement or contract, constituting
an undertaking to provide ongoing disclosure about the City, for the benefit of the owners of the
Bonds on or before the date of delivery of the Bonds as required by Section (b)(5) of Securities
and Exchange Commission Rule 15c2-12 (17 CFR § 240.15c2-12) (the "Rule"), which
undertaking shall be a part of the Ordinance and in the form summarized in the Preliminary
Official Statement. The form of the Preliminary Official Statement has been approved by the
Council. The City is not presently in default on any undertaking for disclosure.
The Preliminary Official Statement which will be delivered pursuant to the sale of the
Bonds is, except for Permitted Omissions (as defined below), final as of its date, within the
meaning of the Rule, and the information therein is accurate and complete except for the
Permitted Omissions. "Permitted Omissions" shall mean the offering prices, interest rates,
selling compensation, delivery date, ratings, any other terms required by the City to be specified
in the competitive bid, the identify of the underwriters and other terms of the Bonds depending
on such matters, all with respect to the Bonds.
To enable the successful bidder to comply with the Rule, after the award of the Bonds
and within seven business days following receipt by the City of written advice from the
successful bidder of the full name or names of the successful bidder (if the same cannot be
readily ascertained from the Official Bid Form submitted thereby), the offering prices of the
Bonds and the amount of selling compensation realized, the City will famish thereto, in
reasonable quantities as requested, copies of a final Official Statement. Failure by the successful
bidder to provide (or delay by the successful bidder in providing) such information will prevent
the City from furnishing such Official Statement as described above, and the City shall not be
responsible or liable in any manner for the accuracy of the information provided by the
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successful bidder or failure to furnish such Official Statement as described above which results
from a failure by the successful bidder to provide the aforementioned information within the time
specified.
Information
This Official Notice of Bond Sale, and a Preliminary Official Statement relating to the
Bonds, may be obtained from Mr. Robert W. Eichem, Office of the Director of Finance and
Record, City of Boulder, Municipal Building, 1777 Broadway, Boulder, Colorado 80302,
(303) 441-1819, or from Mr. Jonathan Heroux, Piper Jaffray & Co. 1050 Seventeenth Street,
Suite 2100, Denver, Colorado 80265, (303) 820-5808.
By order of the City Council of the City of Boulder, Colorado, dated this 18th day of
October, 2005.
[CITY SEAL]
By /s/Mark Ruzzin
Mayor
By /s/ Robert W. Eichem
Director of Finance and Record
[End of Form of Official Notice of Bond Sale]
Section 3. Electronic bid proposals For the Bonds shall be received and opened at the
time, place and manner provided in the Official Notice of Bond Sale as herein prescribed.
Section 4. The Council hereby approves the distribution and use in connection with the
offering of the 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 Official Bid Form 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 Official Notice of Bond Sale:
[Form of Official Bid Form]
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OFFICIAL BID FORM
$45,245,000`
CITY OF BOULDER, COLORADO
(Acting through its Water Utility Enterprise
and its Wastewater Utility Enterprise)
WATER AND SEWER REVENUE BONDS
SERIES 2005C
Mr. Robert W. Eichem
Office of the Director of
Finance and Record
c/o Piper Jaffray & Co..
1050 17~' Street, Suite 2100
Denver, CO 80202
Attention: P. Jonathan Heroux
Deaz Mr. Eichem:
For $45,245,000 aggregate principal amount (subject to adjustment as provided in the
Official 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
Bonds, Series 2005C (the "Bonds"), described in the Official Notice of Bond Sale dated October
18, 2005, included with the Preliminary Official Statement of the City of Boulder, Colorado (the
"City") pertaining to the Bonds, which Notice is by reference made a part hereof, we will pay
you par plus a premium of $ plus accrued interest to date of delivery to us for said
Bonds to bear interest and mature, and be sold to the public at the yields, as follows:
' Subject to adjustment as set forth herein.
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Series 2005C Bonds
Maturity
(December 1)
Interest
Rate
Principal
Amount*
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
$1,480,000
1,610,000
1,665,000
1,715,000
1,775,000
1,840,000
1,910,000
1,985,000
2,065,000
2,145,000
2,235,000
2,325,000
2,420,000
2,520,000
2,625,000
2,735,000
2,855,000
2,980,000
3,110,000
3,250,000
Principal amount of Bonds may be adjusted downward for such
maturities as the City shall in its discretion determine in an aggregate
amount not to exceed $75,000 in any year and not to exceed
$1,500,000 in total.
Check one of the following (if neither is checked, Bonds shall be all serial bonds) and, in
any event, there shall be no serial bonds maturing after the maturity date of any term bond:
All serial bonds
Serial bonds for the years 2006 through 20_, and a term bond for the years 20_
through 20_
Serial bonds for the years 2006 through 20_, and term bonds for the years 20_
through 20_ and for the years 20_ through 20_.
Our calculation (which is not a part of this bid) of the actuarial yield from the above,
computed from the date of the Bonds (November 15, 2005) and giving effect to mandatory
sinking fund redemption and assuming semiannual compounding, as set forth above, is:
Kutak Rock -Firm Library-0826-3028-0032.5 14
Actuarial Yield (as defined under "TERMS OF SALE-Basis Of Awazd" in the Official
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
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 December 13, 2005.
The cost of typing the Bonds for delivery in book-entry only form at The Depository
Trust 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 $320,000 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 Official Notice of Bond Sale. If
in lieu of said check, we furnished a Financial Surety Bond, we agree to furnish 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 Official 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.
Kutak Rock -Firm Library-4826-3028-4032.5 15
Dated this 8`h day of November, 2005.
Respectfixlly submitted,
(Firm Name)
By
Name
Title
Telephone
The foregoing proposal accepted by the City Council as the governing body of the City
this 8`b day of November, 2005.
By
Mayor
[End of Form of Official 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, paragraph, 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.
Kutak Rock -Firm Library~826-3028-4032.5 16
INTRODUCED, READ, PASSED AND ADOPTED this 18`h day of October, 2005.
[CITY SEAL] By ~, ~V'1 K~ -+ .~
Mayor ~~
Attest:
By ~, ~ ~ ~~
Director of finance and Record
[Signature Page to the Resolution]
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