Get Bo-1 Request For Provisional Approval - Oklahoma

Filling out the BO-1 Request For Provisional Approval form is an essential step for applicants seeking financial obligations approval from the Council of Bond Oversight in Oklahoma. This guide provides clear and supportive instructions on how to effectively complete this form online.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the applicant's details in the designated fields. Clearly state the issuer name, address, telephone number, and point of contact.
3. Indicate the anticipated amount of obligations to be issued. Provide details on how and when the authority for this issuance was granted, including any relevant legislative or governing board approvals.
4. Fill in the anticipated sale date and the expected closing or delivery date of the proposed obligations.
5. Complete the field regarding the expected term to maturity of the proposed issue and indicate if any temporary debt was issued in anticipation of this obligation.
6. Select the types of obligations and structure relevant to your request. Specify whether they are bonds or notes, taxable or tax-exempt, fixed or variable rate, and whether they are for refunding or new capital.
7. Indicate whether the financing is intended to be temporary or permanent and list any anticipated prospective financings, including refundings, that may occur after this issue.
8. Detail the hired professionals involved, such as underwriters, bond counsel, tax counsel, trustees, and financial advisors. Document the fees and expenses associated with each.
9. Provide a detailed description of the project information, explaining the nature, need, and purpose of the projects linked to the proposed obligation.
10. Attach any necessary schedules detailing outstanding obligations. Include annual and total debt service for both long-term and short-term obligations, ensuring to note any that are backed by the credit of the State of Oklahoma.
11. After completing the form, review all entries for accuracy and completeness. You can then save changes, download, print, or share the completed form as needed.

Complete your BO-1 Request For Provisional Approval online today to ensure a smooth process.