[Cobo] FW: OCIA 2018 Private Use Survey - DUE FEBRUARY 28

Mauck, Sheri smauck at osrhe.edu
Wed Jan 31 13:38:43 CST 2018


Please see the attached, annual surveys to be complete in relation to the OCIA 2005 Bond Issuance (and subsequent refundings) projects.  Please complete and return to joseph.birley at omes.ok.gov<mailto:joseph.birley at omes.ok.gov> and copy me smauck at osrhe.edu<mailto:smauck at osrhe.edu>.  Thanks.  DUE BACK by FEB 28, 2018 or before.

OCIA 2005/OCIA 2014A/OCIA 2014B/OCIA2014C

If you have questions, please let me know.

From: Joseph Birley [mailto:Joseph.Birley at omes.ok.gov]
Sent: Wednesday, January 31, 2018 1:30 PM
To: curt.mcmurphy at oag.ok.gov; Steve Coffman; Nancy Tackett; Stacie Willis; tom.james at doc.state.ok.us; Rozann King; Rehab Services/Blind; Rehab Services/Deaf; Russell Hulin; Shantha Varahan; Kelly Wilson; Terry Howard; angela.r.tackett.nfg at mail.mil; Lynn Morgan; michael.smith at oscn.net; Ryan Barnett; Marilyn.Anderson at oscn.net; Dan.Melton at osbi.ok.gov; Mental Health; Edwards, Rich; Bryan Painter; Betty Thompson; Kristine Dillon; Mauck, Sheri; J D McCarty (epaulson at jdmc.org)
Cc: Angela Pierce
Subject: OCIA 2018 Private Use Survey - DUE FEBRUARY 28

OCIA lease paying entities -

Please find attached a survey that will assist the state in ensuring all projects funded through tax-exempt bonds remain in compliance with IRS limitations for private use.  The attached letter should provide some guidance in completing the survey.  We anticipate that this survey should require less than 5 minutes for 99% of the OCIA funded projects.  If you have any questions please contact me.

Some entities have funded multiple projects with a single bond issue.  Please feel free to complete a single survey form for all projects if the answers are "NO".  Exceptions for any single project within a particular bond issue may be described in an attachment to the survey form.

For those agencies with multiple bond issues, please provide a separate survey for each.  If possible, please utilize the original and refunding bond designations on the form (ex. 2005A / 2014A)  The Native American Center and Courts building are examples of projects funded with multiple bond issues.  In these cases, you may provide one survey and reference all applicable bond series.  Please reference your previous years' responses to see how this was done.

Surveys are due February 28; if you have concerns about meeting that deadline please let me know.

Thank you for your help,
Joe Birley on behalf of Angela Pierce
Oklahoma Capitol Improvement Authority
405-521-3537 desk
omes.ok.gov<http://omes.ok.gov/>
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