[Cobo] FW: OCIA 2019 Private Use Survey - DUE MARCH 7

Tue Feb 12 13:14:17 CST 2019

Please note the corrected email address for Joseph should be joseph.birley at omes.ok.gov<mailto:joseph.birley at omes.ok.gov>.   Thanks.

From: Cobo [mailto:cobo-bounces at lists.onenet.net] On Behalf Of Mauck, Sheri
Sent: Thursday, February 07, 2019 12:45 PM
To: Council of Business Officers; Bob Lovitt (boblovitt at hotmail.com); James, Karlon (karlon.james at langston.edu)
Subject: [Cobo] FW: OCIA 2019 Private Use Survey - DUE MARCH 7

Please note the request for the private use surveys for the OCIA Bonds.  Please complete and return to Joseph Birley (joseph.birely at omes.ok.gov<mailto:joseph.birely at omes.ok.gov>) and copy me (smauck at osrhe.edu<mailto:smauck at osrhe.edu>) before the March 7, 2019 due date.  You may reference your submission for last year as a guide.

The series for which you are responding should include the following:

2005F/2014A - All institutions
2005F/2014B - All institutions

2006D/2014C  OU/OSU/Langston/Rose/UCO Only

2004B/2014B  Quartz Only

Please let me know if you have any questions.

From: Joseph Birley [mailto:Joseph.Birley at omes.ok.gov]
Sent: Thursday, February 07, 2019 12:17 PM
To: Curt McMurphy; Nancy Tackett; Stacie Willis; tom.james at doc.state.ok.us; Rozann King; Rehab Services/Blind; Rehab Services/Deaf; Russell Hulin; Lia Tepker-McHughes; Terry Howard; angela.r.tackett.nfg at mail.mil; Lynn Morgan; Ryan Barnett; Marilyn.Anderson at oscn.net; Dan.Melton at osbi.ok.gov; Edwards, Rich; Bryan Painter; Lisa Knauf; BStephens at okdrs.gov; Shantha Varahan; Betty Thompson; Kristine Dillon; Mauck, Sheri; J D McCarty (epaulson at jdmc.org)
Cc: Scott Reygers; Allison Lambert
Subject: OCIA 2019 Private Use Survey - DUE MARCH 7

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 the majority of 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 March 7, 2019. If you have concerns about meeting that deadline please let me know.

Thank you for your help,

Joe Birley
CPA
Debt Management
Oklahoma Capitol Improvement Authority
405-521-3537 desk
omes.ok.gov<http://omes.ok.gov/>
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