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2021.08.02 CC Packet
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2021.08.02 CC Packet
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9/16/2021 3:18:47 PM
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City Council
Document Type
Agenda/Packets
Meeting Date
8/2/2021
Meeting Type
Regular
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Page 4 <br /> Regardless of whether the issue qualifies for an exemption from the rebate provisions, <br />yield restriction provisions will apply to Bond proceeds (including interest earnings) <br />unspent after three years and the debt service fund throughout the term of the Bonds. <br />These moneys should be monitored until the Bonds are retired. <br />Secondary disclosure requirements result from an SEC requirement that underwriters <br />provide ongoing disclosure information to investors. To meet this requirement, any <br />prospective underwriter will require the City to commit to providing the information needed <br />to comply under a continuing disclosure agreement. <br />Baker Tilly MA currently provides both arbitrage and continuing disclosure services to the <br />City. Baker Tilly MA will work with City staff to include the Bonds under the existing <br />respective Agreement for Municipal Advisor Services. <br />SUPPLEMENTAL <br />INFORMATION AND <br />BOND RECORD: <br /> <br />Supplementary information will be available to staff including detailed terms and <br />conditions of sale, comprehensive structuring schedules and information to assist in <br />meeting post-issuance compliance responsibilities. <br />Upon completion of the financing, a bond record will be provided that contains pertinent <br />documents and final debt service calculations for the transaction. <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br />Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly US, LLP, an accounting firm. Baker <br />Tilly US, LLP trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and <br />independent legal entities. © 2021 Baker Tilly Municipal Advisors, LLC.
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