HomeMy WebLinkAbout880 - CONSIDERATION of a resolution concerning the proposed City of Boulder, Colorado Parks, RecreatRESOLUTION NO, 880
SERIES 2001
A RESOLUTION CONCERNING THE PROPOSED CITY OF BOULDER,
COLORADO PARKS, RECREATION AND MUNICIPAL CAPITAL
IMPROVEMENT REFiTND1NG BONDS, SERIES 2001, 1N A PRINCIPAL
AMOUNT OF NOT TO EXCEED $5,500,000; AUTHORIZING THE
OFFICIAL NOTICE OF BOND SALE WITH RESPECT TO SAID SERIES
2001 BONDS; PRESCRIBING CERTAIN DETAILS CONCERNING SAID
PROPOSED SALE AND SAID SERIES 2001 BONDS; APPROVING THE
FORM OF A PRBLIMINARY OFFICIAL STATEMENT; AND PROVIDING
THE EFFECTIVE DATE OF THIS RESOLUTION.
WHEREAS, the City of Boulder, 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, the Council deems it advisable and necessary to issue bonds of the City in
an aggregate principal amount of not to exceed $S,SOQ000, designated Parks, Recreation and
Municipal Capital Improvement Refunding Bonds, Series 2001 (the "Series 2001 Bonds"), to
provide funds with which to defray in whole or in part Yhe cost of refunding the City's
outstanding Parks, Recreation and Municipal Capital Improvement Bonds, Series 1993 (the
"Refunded Bonds") and paying necessary incidental and appurtenant costs in connection
therewith, including issuance expenses with respect to the Series 2001 Bonds.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF BOULDER THAT:
Section 1. The Series 2001 Bonds shall be, and the same hereby are ardered to be,
publicly sold; and the Council shall cause sealed bids to be received and to be opened publicly
for the purchase of the Series 2001 Bonds on August 7, 2001 or on such other date as shall be
determined by the City Manager of the City (the "City Manager"). Upon making such a public
sale date determination, the City Manager shall notify the Director of Finance and Record of Che
City (the "Director of Finance and Record") as to the date, hour and place that sealed bids shall
be received and opened. The City shall indicate in the notice hereinafter described the date, the
hour and the place that sealed bids shall be received and opened.
Section 2. The Mayor of the City (the "Mayor") and the DirecYor of Finance and Record
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 heraof and at least five days prior
to Yhe sale date hereinabove designated. The Official Notice of Bond Sale shall be in
substantially the following fonn, with such changes therein, including but not limited to changes
in dates, principal amounts and inaturities and completions thereto, as the Director of Finance
and Record, ex-officio City Clerk shall diract and shall deem to be in Yhe best interest and to the
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best advantage of the City, the execution of such notice by the Mayor and the Director of
Finance and Record to indicate conclusively the approval of any and all such changes:
(Form of Official Notice of Bond Sale)
OFFICIAL NOTICE OF BOND SALE
$5,260,000
City of Boulder, Colorado
Parks, Recreation and Municipal Capital Improvement Refunding Bonds
Series 2001
(Payable from certain dedicated City of Boulder sales and use tax revenues and
additionally secured by a pledge of the full faith and credit of the City of Boulder)
PUBLIC NOTICE IS HEREBY GIVEN that the City Council of the City of Boulder (the
"Council" and "City," respectively), in the County of Boulder and State of Colorado, will, on
Tuesday, the 7th day of August, 2001, at the hour of 10:00 a.m., local time, in the Council
Chambers, Municipal Building, 1777 Broadway, Boulder, Colorado, receive sealed bids and
publicly open the same for the purchase of the bonds of the City, particularly described below:
BOND PROVISIONS
Issues. The City will issue its "Parks, Recreation and Municipal Capital Improvement
Refunding Bonds, Series 2001," in a principal amount of not to exceed $5,500,000 (the "Series
2001 Bonds") pursuant to an Ordinance to be adopted by the Council (the "Ordinance").
Form, Dates and Maturitdes. The Series 2001 Bonds will be issued as fully registered
bonds without coupons 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 Series 2001 Bonds. The Series 2001
Bonds maybe purchased in the denominations of $5,000 and any integral multiples thereof. The
Series 2001 Bonds will be dated August 1, 2001. Interest will be payable on the Series 2001
Bonds on each June 1 and December 1, commencing December 1, 2001. The Series 2001 Bonds
will mature on December 1 in the designated amounts and years as follows:
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Date Maturing Amounts
(December 1) Maturing
2001 $360,000
2002 365,000
2003 375,000
2004 395,000
2005 410,000
2006 425,000
2007 445,000
2008 460,000
2009 475,000
2010 495,000
2011 520,000
2012 535.000
5 260 000
Estimat~ to change; see "TERMS OF SALE-
ADJUSTMENT OF PRINCIPAL AMOUNT."
It is permissible for the Purchaser to specify that any Series 2001 Bonds maturing on
December 1, 2009 through December 1, 2012 be designated as one term Series 2001 Bond as
described herein. See "-Term Bond; Mandatory Sinking Fund Redemption" below.
Book Entry. The City's financial advisor will make arrangements for custodial deposit
of the Series 2001 Bonds with The Depository Trust Company, New York, New York. The
Series 2001 Bonds will therefore be registered in the name of Cede & Co., as nominee of The
Depository Trust Company, which will act as securities depository for the Series 2001 Bonds.
Ownership interest in the Series 2001 Bonds will be transferred only pursuant to the
"Book-Entry-Only-System" of The Depository Trust Company in a denomination of $5,000 or
any integral multiple thereof, as described in the Official Statement prepared by the City with
respect to the Series 2001 Bonds. After the initial deposit of the Series 2001 Bonds with The
Depository Trust Company, they may not be removed from such custodial deposit, transferred or
exchanged except as provided in the Ordinance.
Interest Rates and Limitations
1. It is permissible to bid different or "split" interest rates for the Series 2001 Bonds;
provided, however, that only one interest rate shall be specified for any maturity for any one
series of the Series 2001 Bonds.
2. Each rate stated must be in a multiple of one-eighth (1/8) or one-twentieth (1/20)
of one percent (1 %) per annum.
3. The maximum interest rate named for any Series 2001 Bond shall not exceed the
minimum interest rate named for any other Series 2001 Bond of the same series by more than
two and one-half percent (2.50%) per annum.
02-92452.02
4. A zero rate ofinterest may not be designated.
5. Each Series 2001 Bond will bear interest from its date to its stated maturity at the
interest rate stated in the bid.
6. Bids may not provide for registered supplemental or "B" coupons or interest rates.
Purpose of Issue. The Series 2001 Bonds are authorized to be issued for the purpose of
defraying the costs of refunding the City's outstanding Parks, Recreation and Municipal Capital
Improvement Bonds, Serios 1993 (the "Refunded Bonds"), paying necessary incidental and
appurtenant costs in connection therewith, including paying issuance expenses with respect to
the Series 2001 Bonds.
Optional Redemption. The Series 2001 Bonds maturing on and after December 1, 2009
will be callable for redemption at the option of the City on December 1, 2008 and on any date
thereafter, in whole or in part, and if in part in such order of maturity as the City shall determine
and by lot within a maturity, in the manner designated by the hereinafter defined Paying Agent,
at a redemption price equal to the principal amount thereof plus accrued interest to the
redemption date.
Term Bond; Mandatory Sinking Fund Redemption. A bidder may request that any
Series 2001 Bonds maturing on December 1, 2009 through December 1, 2012 be designated as
one term bond. Such term bond will be subject to mandatory sinking fund redemption in the
same amounts and on the same dates as the Series 2001 Bonds would have matured if they were
not included in a term bond. Series 2001 Bonds redeemed pursuant to mandatory sinking fund
redemption will be redeemed at a redemption price equal to 100% of the principal amount
thereof, plus accrued interest to the redemption date, in the manner as otherwise provided in the
Indenture. Any election to designate Series 2001 Bonds as being included in a term bond must
be made in the Official Bid Form available to the City. See "TERMS OF SALE-Bid
Proposals."
Tender for Series 2001 Bonds. If the City provides funds to pay the principal of and
interest on the Series 2001 Bonds prior to the date such Series 2001 Bonds are subject to optional
redemption (i.e., December 1, 2008) as described above, and the City offers to purchase all of the
Series 2001 Bonds at a purchase price consented to in writing by the registered or beneficial
owners of 90% or more in aggregate principal amount of the Series 2001 Bonds then
outstanding, then all other registered or beneficial owners of Series 2001 Bonds will be deemed
to have tendered their Series 2001 Bonds for purchase at such price, whether or not actually
tendered, and upon deposit of moneys sufficient to purchase all Series 2001 Bonds, interest on
the Series 2001 Bonds will cease to accrue and the Series 2001 Bonds shall no longer be deemed
outstanding.
Place of Payment. Principal of the Series 2001 Bonds will be payable to the registered
owner (i.e., Cede & Co.) upon presentation and surrender of the Series 2001 Bonds at the office
of U.S. Bank National Association in Denver, Colorado as paying agent (the "Paying Agent").
Interest on the Series 2001 Bonds will be payable by check or draft of the City mailed on the
interest payment date to the registered owner thereof (i.e., Cede & Co.) as of the close of
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business on the Record Date (the 15"' day of the month next preceding such interest payment
date). All payments of the principal of and interest on the Series 2001 Bonds shall be made in
lawful money of the United States of America.
Security. The Series 2001 Bonds will be payable from, and will constitute a first and
prior (but not exclusive) lien on all Net Pledged Revenues (hereinafter defined) and moneys on
deposit in the Bond Fund established and continued by the Ordinance. Net Pledged Revenues
means 40% of the revenues derived from the City's levy and collection of a 0.15% sales and use
tax on the purchase price of tangible personal property or taxable services sold or purchased at
retail after deduction of refunds required or permitted by law under the Boulder Revised Code,
1981. As additional security for the payment of the principal of and interest on the Bonds, the
City will pledge the full faith and credit of the City.
Additional Bonds. The Ordinance will permit the issuance of additional bonds of the
City, payable from a lien on the Net Pledged Revenues on a parity with, or subordinate to, the
lien thereon of the Series 2001 Bonds. Other than the Refunded Bonds, there are presently no
other bonds outstanding which are secured by a lien on the Net Pledged Revenues.
Authorization. The Series 2001 Bonds are authorized to be issued by the Constitution of
the State of Colorado, by the Charter of the City and laws of the State of Colorado, and by the
Ordinance.
TERMS OF SALE
Bid Proposals. Any bidder is required to submit an unconditional and written bid for the
entire issue, specifying the interest rate or rates and specifying the prices at which the bidder will
purchase the Series 2001 Bonds, which price shall each be at or above par plus accrued interest.
The bid form attached hereto must be used. Each bid must be in a sealed envelope addressed to:
Ms. Cappie I. Fine, Office of Director of Finance and Record, City of Boulder, Municipal
Building, 1777 Broadway, Boulder, Colorado 80302.
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
$105,000, 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 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 guaranteed by such
Financial Surety Bond. If the Series 2001 Bonds are awarded 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 may
be 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
Series 2001 Bonds or returned to the Purchaser on the closing date upon payment of the full
purchase price of the Series 2001 Bonds. In the event the Purchaser fails to honor its accepted
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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 Series 2001 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 Series 2001 Bonds will be included in the adjusted current earnings of certain
corporations, and such corporations are 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 opinions described in clauses
(a) through (c) above are subject to continuing compliance by the City with the covenants
regarding federal tax law contained in the Ordinance and that failure to comply with such
covenants could cause interest on the Series 2001 Bonds to be so included in federal and
Colorado gross income retroactive to the date of issue of the Series 2001 Bonds. Bond counsel's
opinion will also state that the accrual or receipt of interest on the Series 2001 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 particular tax status or other items of income
or deduction. If, prior to the delivery of the Series 2001 Bonds to the successful bidder therefor,
the income received by private owners of obligations of the wine type and character as the
Series 2001 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 Council of the Series 2001
Bonds for delivery, may be relieved of any obligation under the contract to purchase the
Series 2001 Bonds. In such case, the contract to purchase all the Series 2001 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:
(a) of waiving any irregularity or informality in any bid;
(b) of rejecting any and all bids for the Series 2001 Bonds; and
(c) of reoffering the Series 2001 Bonds for sale in any manner permitted by
law.
Adjustment of Principal Amaunt. Upon acceptance of bids, the Council, after
consultation with its Financial Advisor, shall compute the yield restriction applicable to the
escrow for the Refunded Bonds, and shall determine the composition of the escrow (which shall
be invested in United States Treasury Obligations). To the extent more or less Series 2001 Bond
proceeds are required to establish such escrow, the principal amount of the Series 2001 Bonds
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adjustmentshalldnopexceedr$20,000 for any one year and shall not exceed $100,000 insotal
principal amount.
Further, the Council reserves the discretion, notwithstanding the foregoing, to vary the
principal amount of Series 2001 Bonds in excess of the parameters set forth above if the Council
deems it necessary to accomplish the refunding, and notice thereof will be given over Bloomberg
prior to the time bids are to be received.
Basis of Award. The Series 2001 Bonds, subject to such sale reservations, shall be sold
to the highest responsible bidder, and to the best advantage of the City. The highest bid shall be
determined by computing the actuarial yield on the Series 2001 Bonds (i.e., using an actuarial or
True Interest Cost method) for each bid received, and an award will be made (if any is made) to
the responsible bidder submitting the bid that results in the lowest actuazial yield on the
Series 2001 Bonds. "Actuarial yield" on the Series 2001 Bonds as used herein means that yield
which, if used to compute the present worth as of the date of the Series 2001 Bonds (i.e.,
August 1, 2001) o£ all payments of principal and interest to be made on the Series 2001 Bonds
from their date to their respective maturity dates (including man dauoes an amount equal otthe
dates, if any) using the interest rates specified in the bid, p
aggregate principal amount of the Series 2001 Bonds plus any premium bid and any accrued
interest to be paid. Such calculation shall be based on a 360-day year and a semiannual
compounding interval. If there are two or more equal bids for the Series 2001 Bonds and such
equal bids are the highest responsible bids received and for not less than the principal amount of
the Series 2001 Bonds and accrued interest, the Council of the City shall determine in its
discretion which bid will be accepted.
No Sale Below Par or Discount or Commission. The Series 2001 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
Series 2001 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 pax amount of the Series 2001 Bonds plus accrued interest.
Time of Award. The City shall open the bids at the time hereinabove specified. It
intends to determine the highest responsible bid which is to the best advantage of the City and to
award the Series 2001 Bonds or reject all bids for the Series 2001 Bonds by action of the Council
at a meeting to beheld not later than 24 hours after the expiration of the time herein specified for
opening bids. Such meeting is currently scheduled for 7:00 p.m., local time on August 7, 2001.
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 of:
(a) the initial offering price of the Series 2001 Bonds to the public (excluding
bond brokers and other intermediaries) at which a substantial portion of the Series 2001
Bonds of each maturity were sold, and
02-92452.02
7
(b) the initial offering yield to maturity for each maturity of the Series 2001
Bonds in a stated percentage for the Council's use in making any necessary arbitrage bond
investment yield calculations for federal income tax purposes, and shall furnish to the
Director of Finance and Record, ex-officio City Clerk a copy of the successful bidder's
reoffering yield production printout with respect to the Series 2001 Bonds.
In addition, 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
Series 2001 Bonds, in form and substance required by the City's 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 Series 2001 Bonds (without accruing interest). If the
successful bidder for the Series 2001 Bonds fails or neglects to complete the purchase of the
Series 2001 Bonds within three days after the Series 2001 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 hereinafler provided. In that
event, the City may reoffer the Series 2001 Bonds for sale. The Purchaser shall not be required
to accept delivery of any of the Series 2001 Bonds if they are not tendered for delivery within
60 days from the date herein stated for opening bids; and if the Series 2001 Bonds are not so
tendered within said period of time, the good faith deposit shall be returned to the Purchaser
upon its request and without interest. Unless the City shall otherwise notify the Purchaser, the
Series 2001 Bonds will be tendered to the Purchaser for delivery on September 11, 2001.
Payment and Place of Delivery. The successful bidder shall be required to make
payment of the balance due for the Series 2001 Bonds by wire transfer in imtediately 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 Series 2001 Bonds at the office of
The Depository Trust Company in New York.
CUSIP Numbers. CUSIP numbers shall be printed on the Series 2001 Bonds at the
expense of the City. If an incorrect number is imprinted on any Series 2001 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 Series 2001 Bond.
Legal Opinion, Series 2001 Bonds and Transcript. The legality of the Series 2001 Bond
issue will be approved by the firm of Kutak Rock LLP, 717 Seventeenth Street, Suite 2900,
Denver, Colorado 80202, whose unqualified approving opinion, together with the Series 2001
Bonds, a certified transcript of the proceedings, including a certificate stating that there is no
litigation pending affecting the validity of the Series 2001 Bonds as of the date of their delivery,
and other closing documents, will be furnished to the Purchaser without charge by the City.
Financial Advisor. U.S. Bancorp Piper Jaffray Inc. is acting as financial advisor to the
City in connection with the issuance of the Series 2001 Bonds. Pursuant to its contract with the
City, it is required to submit a bid to purchase the Series 2001 Bonds.
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Rule ISc2-12 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 registered and beneficial owners of the Series 2001 Bonds on or before the
date of delivery of the Series 2001 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 has not previously failed to supply any annual financial intention as required under the
Rule.
The Preliminary Official Statement which will be delivered pursuant to the sale of the
Series 2001 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 Series 2001 Bonds
depending on such matters, all with respect to the Series 2001 Bonds.
To enable the successful bidder to comply with the Rule, after the award of the
Series 2001 fonds 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 Series 2001 Bonds and the amount of selling compensation realized, the City will furnish
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 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.
Informatlon. This Official Notice of Bond Sale and a Preliminary Official Statement
relating to the Series 2001 Bonds may be obtained from Mr. Jonathan Heroux, U.S. Bancorp
Piper Jaffray Inc., Suite 2100, 1050 Seventeenth Street, Denver, Colorado 80202,
(303) 820-5808, or from Ms. Cappie I. Fine, Office of the Director of Finance and Record, City
of Boulder, Municipal Building, 1777 Broadway, Boulder, Colorado &0302, (303)441-3014.
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By order of the City Council of the City of Boulder, Colorado, dated this 17`h day of July,
2001.
By /s/ Will Toor
Mayor
By /s/ Cap~ie L Fine
Acting on behalf of the Director of Finance
and Record
(End of Form of Official Notice of Bond Sale)
Section 3. Bids for the Series 2001 Bonds shall be opened at the tirne and place and in
the 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 Series 2001 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 Sale.
OFFICIAL BID FORM
$5,260,000
City Of Boulder, Colorado
Parks, Recreation and Municipal Capital Improvement Refunding Bonds
Series 2001
Ms. Cappie L Fine
Office of the Director of Finance and Record
City of Boulder
Municipal Building
1777 Broadway
Boulder, CO 80306
Dear Ms. Fine:
For $5,260,000 (subject to adjustment as provided in the Official Notice of Sale) of your
legally issued City of Boulder, Colorado Parks, Recreation and Municipal Capital Improvement
Refunding Bonds, Series 2001 (the "Series 2001 Bonds"), described in the Official Notice of
Bond Sale dated July 17, 2001, included with the Preliminary Official Statement of the City of
Boulder, Colorado (the "City") pertaining to the Series 2001 Bonds, which Notice is by reference
oz-~zasz.oz 10
made a part hereof, we will pay you par plus a premium of $ plus accrued interest to
date of delivery to us for said Series 2001 Bonds to bear interest and mature as follows:
Maturity Interest
(December 1) Amountk Rate
2001 $360,000
2002 365,000
2003 375,000
2004 395,000
2005 410,000
2006 425,000
2007 445,000
2008 460,000
2009 475,000
2010 495,000
2011 520,000
2012 535.000
S 260 000
'Principal amount of Series 2001 Bonds may be adjusted upward or
downward for such maturity or maturities as the City shall in its
discretion determine in an aggregate amount not to exceed $20,000 in
any year and not to exceed $100,000 in total, in order to fund the
refunding escrow fund to an amount sufficient to accomplish the
refunding. Further, notwithstanding the foregoing, the City reserves
the right, in its discretion, to vary the principal amount of any maturity
or maturities beyond the parameters described above if the City deems
it necessary in order to accomplish the refunding. Notice thereof shall
be given over Bloomberg prior to the time bids are to be received. We
will buy the actual principal amount of Series 2001 Bonds so issued
for par plus the premium specified above.
Check one of the following (if none is checked, Series 2001 Bonds shall all be serial
certificates):
All serial certificates
All serials for the years 2001 through ,and one term bond for the years
20_ through 20_. All other years shall be serial bonds.
Our calculation (which is not a part of this bid) of the actuarial yield from the above,
computed from the date of tho Series 2001 Bonds (August 1, 2001) and giving effect to
mandatory sinking fund redemption and assuming semiannual compounding, as set forth above,
is:
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Actuarial Yield (as defined under "BASIS OF AWARD" in the Official Notice of 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.
These bonds are to be delivered to us on or about September 11, 2001.
The cost of typing the Series 2001 Bonds for delivery in book-entry 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 $105,000 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 Series 2001 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 Series 2001 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 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 Sale. This offer is for immediate acceptance
unless otherwise specified above.
We understand that U.S. Bancorp Piper Jaffrey Inc. is acting as financial advisor to the
City in connection with the issuance of the Series 2001 Bonds and that, pursuant to its contract
with the City, it is required to submit a bid to purchase the Series 2001 Bonds.
oz-9zasz.oz 12
Dated this 7th day of August, 2001.
The foregoing proposal accepted by the City Council as the governing body of the City
this 7th day of August, 2001.
Respectfully submitted,
By
(Firm Name)
By
Name
Title
By ~,..i 1
Mayor
Section 6. The officers of the City and its financial advisor are 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,
paragraph, 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.
INTRODUCED, READ, PASSED AND ADOPTED this 17~h day of July, 2001,
.~ , ~~!
and Record
-U~- (~
Mayor
02-92452.02 13