Management or Service Agreements. As of the Issue Date, the City has no Management or Service Agreements with Non-Qualified Users. During the Measurement Period, the City has not and will not enter into any Management or Service Agreement with any Non-Qualified User without first consulting with Special Tax Counsel.
Management or Service Agreements. During the Annual Period, has the management of all or any part of the operations of any portion of the Equipment (e.g., has the City hired any organization to operate or manage the facilities in which the Equipment is being used) been assumed by or transferred to another entity? Yes No If answer above was “Yes,” was an Opinion of Special Tax Counsel obtained prior to entering into the arrangement? Yes No If Yes, include a copy of the Opinion in the Tax Compliance File. If No, contact Special Tax Counsel and include description of resolution in the Tax Compliance File.
Management or Service Agreements. Except for the Management Services Agreement between the Corporation and Affiliate Services LLC, a single-member disregarded entity of TA, dated October 1, 2017 (the “TA Agreement”), as assigned and subordinated pursuant to the Assignment and Subordination of Management Services Agreement among the Corporation, Affiliate Services LLC, a single-member disregarded entity of TA, and the Purchaser, dated February 1, 2021 (the “Subordination Agreement”), as of the Issue Date, the Corporation has not entered into any other Management Agreements for any portion of the Financed Facility with Non- Qualified Users during the Measurement Period. Current and complete copies of the TA Agreement and the Subordination Agreement have been made available to Bond Counsel prior to the Issue Date. During the Measurement Period, the Corporation will not enter into, assign, or renew any Management Agreement without first obtaining the written advice of Bond Counsel.
Management or Service Agreements. During the Annual Period, has the management of all or any part of the operations of the Financed Facility (e.g., cafeteria, gift shop, etc.) been assumed by or transferred to another entity? Yes No If answer above was “Yes,” was advice of legal counsel obtained prior to entering into the Management or Service Agreement? Yes No If Yes, include description of the conclusions in the Tax-Exempt Bond File. If No, contact legal counsel and include description of resolution in the Tax-Exempt Bond File. Item Question Response 4 During the Annual Period, was any part of the Financed Facility used Yes Unrelated by the Corporation in an unrelated trade or business (regardless of No Trade or whether or not the activity generated a profit)? Business If Yes, contact legal counsel and include description of the conclusions in the Tax-Exempt Bond File. Item Question Response 5 Other Use Was any other agreement entered into with an individual or entity that grants special legal rights to the Financed Facility? Yes No If answer above was “Yes,” was advice of legal counsel obtained prior to entering into the agreement? If Yes, include description of the conclusions in the Tax-Exempt Bond File. If No, contact legal counsel and include description of resolution in the Tax-Exempt Bond File. Yes No Item Question Response 6 Arbitrage & Rebate Have all rebate and yield reduction calculations mandated in the Tax Compliance Agreement been prepared for the current year? Yes No If No, contact Rebate Analyst and incorporate report or include description of resolution in the Tax-Exempt Bond File. Corporation Bond Compliance Officer: Date Completed: EXHIBIT G SAMPLE FINAL WRITTEN ALLOCATION Not to Exceed $[29,500,000] Revenue Bonds (Eastmont Project) Series 2021A Not to Exceed $[8,500,000] Revenue Bonds (Eastmont Project) Series 2021B Final Written Allocation The undersigned is the Corporation Bond Compliance Officer of the Christian Retirement Homes, Inc. d/b/a Eastmont Living (the “Corporation”) and in that capacity is authorized to execute federal income tax returns required to be filed by the County and to make appropriate elections and designations regarding federal income tax matters on behalf of the Corporation. This allocation of the proceeds of the bond issue referenced above (the “Bonds”) is necessary for the Corporation to satisfy ongoing reporting and compliance requirements under federal income tax laws.
Management or Service Agreements. During the Annual Period, has the Participant entered into an agreement with another entity to manage the operation of the Financed Assets? (for example, does a private entity operate the System on behalf of the Participant) Yes No If answer above was “Yes,” was an Opinion of Bond Counsel obtained prior to entering into a management agreement? If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Bond Counsel and include description of resolution in the Tax-Exempt Bond File. Yes No If answer above was “Yes,” was an Opinion of Bond Counsel obtained prior to entering into the agreement? If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Bond Counsel and include description of resolution in the Tax-Exempt Bond File. Yes No Participant Bond Compliance Officer: Date: EXHIBIT D AUTHORITY’S TAX COMPLIANCE PROCEDURE [Attached] STATE ENVIRONMENTAL IMPROVEMENT AND ENERGY RESOURCES AUTHORITY STATE REVOLVING FUNDS PROGRAMS TAX COMPLIANCE PROCEDURE Dated as of July 25, 2013 STATE REVOLVING FUNDS PROGRAMS TAX COMPLIANCE PROCEDURE TABLE OF CONTENTS ARTICLE I DEFINITIONS Page Section 1.1. Definitions 1
Management or Service Agreements. During the Annual Period, has the Participant entered into an agreement with another entity to manage the operation of the Financed Assets? (for example, does a private entity operate the System on behalf of the Participant) Yes No If answer above was “Yes,” was an Opinion of Bond Counsel obtained prior to entering into a management agreement? If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Bond Counsel and include description of resolution in the Tax-Exempt Bond File. Yes No If answer above was “Yes,” was an Opinion of Bond Counsel obtained prior to entering into the agreement? If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Bond Counsel and include description of resolution in the Tax-Exempt Bond File. Yes No Participant Bond Compliance Officer:
Management or Service Agreements. During the Annual Period, has the management of all or any part of the operations of the Financed Asset (e.g., coffee shop) been assumed by or transferred to another entity? Yes No If answer above was “Yes,” was an Opinion of Bond Counsel obtained prior to entering into the management agreement? Yes No If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Bond Counsel and include description of resolution in the Tax-Exempt Bond File.
Management or Service Agreements. During the Annual Period, has the management of all or any part of the operations of the Financed Facilities been assumed by or transferred to another entity? Yes No If answer above was “Yes,” was an Opinion of Special Tax Counsel obtained prior to entering into the management agreement? Yes No If Yes, include a copy of the Opinion in the Tax-Exempt Bond File. If No, contact Special Tax Counsel and include description of resolution in the Tax-Exempt Bond File.
