2021-09-15 SID 455 Minutes - REVISED (2)CERTIFICATE
The undersigned hereby certify that they are the Chairman and Clerk of Sanitary and Improvement District Number 455 of
Douglas County, Nebraska , (the "District") and hereby further certify as follows:
I . Annexed to this certificate is a true and correct transcript of the proceedings of the Board of Trustees of the
District relating to a meeting of said District held on the date and at the time reflected in the meeting minutes contained in said
foregoing transcript (the "Meeting"). All of the proceedings of the District and of the Board of Trustees thereof which are set out
in the annexed and foregoing transcript have been fully recorded in the journal of proceedings of the District and the undersigned
District Clerk has carefully compared the annexed and foregoing transcript with said journal and with the records and files of the
District which are in such Clerk's official custody and said transcript is a full , true and complete copy of said journal, records and
files which are set out therein .
2. Advance !n otice for the Meeting was given by publication as set forth in the affidavit of publication contained in the
foregoing transcript and was mailed to the Clerk of the municipality or county within whose zoning jurisdiction the District is
located at least seven days prior to the date of the Meeting. Advance notice for the Meeting, including notice of agenda subjects,
was given to all members of the Board of Trustees. All news media requesting notification of meetings of said body were provided
with advance notice of the times and places of such meetings and the subjects to be discussed.
3 . All of the subjects addressed at the Meeting were contained in the agenda for the Meeting, which agenda was kept
continually current and readily available for public inspection at the address listed in the meeting notice for the Meeting and a copy
of which is attached to this Certificate; such subjects were contained in said agenda for at least 24 hours prior to the Meeting and
each agenda item was sufficiently descriptive to give the public reasonable notice of the matters to be considered at the Meeting.
4 . A current copy of the Nebraska Open Meetings Act was available and accessible to members of the public, posted
during the Meeting in the room in which such Meeting was held and all-in attendance at the Meeting were informed that such copy
of the Nebraska Open Meetings Act was available for review and were informed of the location of such copy in the room in which
such Meeting was being held. At least one copy of all resolutions and other reproducible written materials, for which actions are
shown in said proceedings, was made available for examination and copying by members of the public at the Meeting.
5. The minut es of the Meeting were in written form and available for public inspection within ten (JO) working days after
the Meeting or prior to the next convened meeting, whichever occurred earlier, at the office of the District; within thirty (30) days
after the date of the Meeting, a copy of the minutes of the Meeting was sent to the Clerk of the municipality or county within whose
zoning jurisdiction the District is located .
6 . No litigation is now pending or threatened to restrain or enjoin the District from the issuance and delivery of any
warrants or other obligations issued by the District or the levy and collection of tax or other revenues or relating to any of the
improvements for which any such warrants or other obligations were or are issued nor in any manner questioning the proceedings
and authority under which any such warrants or other obligations were or are issued or affecting the validity thereof; neither the
corporate existence or boundaries of the District nor the title of its present officers to their respective offices is being contested; no
authority or proceedings for the issuance of any warrants or other obligations by the District have been repealed, revoked or
rescinded as of the date hereof. All actions taken by the Board of Trustees referred to in said transcript were taken at a public
meeting while open to the attendance of the public.
IN WITNESS WHEREOF, we have hereunto affixed our official sig
Chairman
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MINUTES OF THE MEETING OF THE BOARD OF TRUSTEES OF SANITARY AND
IMPROVEMENTDISTRICTN0.455 OF DOUGLAS COUNTY, NEBRASKA
The meeting of the Board of Trustees of Sanitary and Improvement District No. 455 of
Douglas County, Nebraska was convened in open and public session at 9:30 A.M. on September
15, 2021, at 20507 Nicholas Circle, Suite 100, Elkhorn, Nebraska.
Present at the meeting were Trustees William Gottsch, Brett Gottsch and Charles Olson.
Jeff Jackson, Tammy Z v ace k were absent. Also, present were John H. Fullenkamp, attorney
for the District, Olsson, engineer of the District and Kuehl Capital Corporation, financial advisors
of the District.
The Chairman then stated that a copy of the Nebraska Open Meeting Laws was available for review
and inspection and stated the location of said copy in the room in which such meeting was being
held.
Notice of the meeting was given in advance thereof by publication in The Daily Record on
August 25, 2021, a copy of the Proof of Publication being attached to these minutes. Notice of the
meeting was simultaneously given to all members of the Board of Trustees and a copy of their
Acknowledgment of Receipt of Notice is attached hereto. Availability of the agenda was
communicated in the published notice and in the notice to the Trustees of this meeting. All
proceedings of the Board were taken while the convened meeting was open to the attendance of
the public.
The Clerk then certified that notice of this meeting had been given to the City Clerk of
Omaha, Nebraska at least seven days prior to the time set by the Board of Trustees for this meeting
and filed his Certificate to that effect, said Certificate being attached to these minutes and made a
part hereof by this reference.
The Budget Hearing of Sanitary and Improvement District No. 455 was held the 15th day
of September 2021 at 9:30 a.m. Three copies of the proposed budget statement were available to
the public. The Chairman then presented the proposed budget of the District outlining the key
provisions of the proposed budget statement, including, but not limited to, a comparison with the
prior year's budget and advised that the Budget Summary had been published in The Daily Record,
a legal newspaper of Douglas County, Nebraska on August 25, 2021,
(https://www.omahadailyrecord.com/) a copy of the Proof of Publication being attached to these
minutes.
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The floor was then opened for public comment on the proposed budget statement and
amendment. All members of the public wishing to address the governing body were provided a
reasonable amount of time to do so. It was then advised that no one owning property or having a
vested interest in the property located within the boundaries of the District appeared at this hearing
on the proposed Budget and Budget Summary to offer support, opposition, criticism, suggestions,
or observations concerning the proposed Budget. The Chairman noted that the budget, as amended,
complies with the current provisions of the Nebraska Lid Law, and that the property taxes for the
Bond Fund and General Fund are as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
Following discussion concerning the budget, a motion was duly made, seconded, and
approved by unanimous vote of the Board of Trustees to adopt the budget, with the amendment,
for the 2021/22 fiscal year. The Clerk was then directed to attach a copy of the budget as adopted
to these minutes.
The District amended the budget and the publication was published in the Daily Record
(https://www.omahadailyrecord.com/), a legal newspaper of Douglas County, Nebraska on
September 16, 2021, a copy of the Amended Proof of Publication being attached to these minutes.
The Chairman further noted that the budget as amended and has been prepared increasing
the Budgeted Restricted Funds of the General Fund by an additional 1 %. The Chairman then asked
if there were any persons present who wished to address the Board and give testimony on the
proposed increase. There being none, following a full discussion, a motion was duly made,
seconded and upon a roll call vote of "aye" by the Trustees, the proposed budget, as amended,
including the 1 % increase was approved by a majority, being at least 75% of the Board of Trustees.
The Chairman further stated that the Board is required to hold a separate Special Public
Hearing in order to set the 2021/22 Property Tax Request at an amount which is different from the
prior year's tax request, and that the District has until October 13 to file with the County Clerk a
Resolution setting a tax request different from the prior year. The District must also publish notice
of the Special Public Hearing reflecting the date and time for said Special Public Hearing, and the
Chairman noted that such notice had been published as reflected in the Proof of Publication
attached hereto.
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The Chairman then advised that the meeting was now open for a Special Public Hearing
on the issue of setting the Property Tax Request at an amount different from the prior year's request
as required by Neb. Rev. Stat. §77-1601.02. The Chairman advised that no one appeared in
opposition. Following discussion, the Chairman declared the public hearing on the Budget, as
amended, and the Special Public Hearing to be closed, whereupon, a motion was duly made,
seconded, and the following resolutions passed:
NOW, THEREFORE BE IT RESOLVED BY SANITARY AND
IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY,
NEBRASKA, AS FOLLOWS:
1) The 2021/22 Property Tax Request be set at $318,039.48,
($0.900000) broken down as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
2) The total assessed value of property differs from last year's total
assessed value by 0%.
3) The tax rate which would levy the same amount of property
taxes as last year, when multiplied by the new total assessed
value of property, would be $0.898742 per $100 of assessed
valuation.
4) The District proposes to adopt a Property Tax Request that will
cause its tax rate to be $0.900000 per $100 of assessed value,
broken down as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
5) Based on the proposed Property Tax Request and changes in
other revenue, the total operating budget of the District will
exceed last years by 195%.
6) A copy of this Resolution be certified and forwarded to the
County Clerk on or before October 13, 2021.
Then, upon a motion duly made, seconded, and unanimously adopted, the Chairman
declared the above resolutions duly carried and adopted.
The Chairman then presented the Notice of Termination / Assignment, which will
constitute notice effective August 1, 2021, The Dissemination Agreement by and between
Sanitations and Improvement District No. 455 and UMB Bank, N.A., will be assigned SID
Services LLC, which assignment will transfer all of UMB' s rights, responsibilities, and obligations
under the Agreement to SID Services LLC, following review, the Chairman was directed to
execute said agreement. The Clerk was directed to attach a copy to these minutes.
The Chairman then stated that a copy of the Nebraska Open Meeting Laws was available
for review and inspection and stated the location of said copy in the room in which such meeting
was being held.
The Chairman then presented the following statements for payment from the General Fund
Account of the District:
a) Olsson for engineering services. $1,253.75
Inv.#391082
b) UMB Bank N.A., for dissemination agent fees (866392). $250.00
c) Kuehl Capital Corporation for Financial Advisor/Fiscal Agent services $7,500.00
for Fiscal Year 2021-22 (2518).
d) SID Services LLC for Paying Agent and Registrar Annual Fee Prorated $500.00
from January 1, 2021 to June 30, 2021 (4).
e) Lengemann & Associates, P.C., for accounting services (8.18.2021). $6,500.00
f) Fullenkamp, Jobeun, Johnson & Beller for legal services and $10,635.93
reimbursement of expenses (2021).
Total $26,639.68
Then, upon a motion duly made, seconded and upon a roll call vote of "aye" by the
Trustees, the following resolutions were adopted:
RESOLVED by the Board of Trustees of Sanitary and Improvement District
No. 455 of Douglas County, Nebraska that the Chairman and Clerk be and they hereby
are authorized and directed to execute and deliver Warrants dated the date of this
meeting, to the following payees, for the following services and in the following
amounts, said warrants to draw interest at the rate of 7% per annum, Warrants No. 1100
through 1105 to be payable from the General Fund Account of the District and to be
redeemed no later than three (3) years of the date hereof, being September 15, 2024.
a) Warrant No. 1100 for $1,253.75 payable to Olsson for engineering services.
b) Warrant No. 1101 for $250.00 payable to UMB Bank N.A., for dissemination agent fees.
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c) Warrant No. 1102 for $7,500.00 payable to Kuehl Capital Corporation for Financial
Advisor/Fiscal Agent services for Fiscal Year 2021-22.
d) Warrant No. 1103 for $500.00 payable to SID Services LLC for Paying Agent and
Registrar Annual Fee Prorated from January 1, 2021 to June 30, 2021.
e) Warrant No. 1104 for $6,500.00 payable to Lengemann & Associates, P.C., for
accounting services.
f) Warrant No. 1105 for $10,635.93 payable to Fullenkamp, Jobeun, Johnson & Beller for
legal services and reimbursement of expenses.
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 455 of Douglas County, Nebraska the District hereby
authorizes and directs the Chair or Clerk to file or cause to be filed, when due, an
information reporting form pursuant to Section 149( e) of the Internal Revenue Code
of 1986, as amended (the "Code"), pertaining to the Construction Fund Warrants
and the General Fund Warrants
No opinion of nationally recognized counsel in the area of municipal
finance has been delivered with respect to the treatment of interest on the General
Fund Warrants. Purchasers of the General Fund Warrants are advised to consult
their tax advisors as to the tax consequences of purchasing or holding the General
Fund Warrants.
The compliance officer for the District acknowledged that Kuehl Capital, as Municipal
Advisor for the District, completed the Post Issuance Tax Exempt Compliance Review and the
District is adhering to its post issuance compliance obligations.
There being no further business before the Board, the Chair adjourned the meeting.
SIGNATURE PAGE TO THE MINUTES OF THE MEETING OF SANITARY AND
IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY, HELD ON
SEPTEMBER 15, 2021
further business to come before the meeting , the meeting was adjourned.
Chairman Clerk
CERTIFICATE
The undersigned being Clerk of Sanitary and Improvement District No. 455 of Douglas
County, Nebraska hereby certifies that Notice of a Meeting of the Board of Trustees of said District
held on September 15, 2021, was mailed to the City Clerk of Omaha, Nebraska at least seven days
prior to the date of said meeting.
The undersigned further certifies that the agenda for the meeting of the Board of Trustees
of said District was prepared and available for public inspection at the address designed in the
notice of meeting published in The Daily Record on August 25, 2021 and that no items were added
to the agenda after the commencement of the meeting; and further, that the minutes for the meeting
were available for public inspection within ten ( 10) days of the date of said meeting and that a copy
of the minutes of this meeting were sent to the City Clerk of Omaha, Nebraska within thirty days
from the date of this meeting.
Clerk
• FULLENKAMP JOBEUN JOHNSON & BELLER LLP 11440 Weat Center Road Omaha, Nebra9ka 68144 SANITARY AND IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY, NEBRASKA NOTICE OF BUDGET HEARING AND BUDGET SUMMARY PUBI..IC NOTICE is hereby given, in compliance with the provisions of State Statute Sections 13-501 to 13-513, that the governing body will meet on the 15th day of September 2021 at 9:30 o'clock A.M. at 20507 Nicholas Cir Ste 100, Elkhorn, Nebraska, for the purpose of hearing support, opposition, criticism, suggestions, or observations of taxpayers relating to the following proposed budget. The budget details for this meeting are available for public inspection at the office of the Clerk at 11440 West Center Road, Ste. C., Omaha, Nebraska during regular business hours, which meeting will be open to the public. 2019-2020 Actual Disbursements & Transfers 2020-2021 Actual Disbursements & Transfers 2021-2022 Proposed Budget of Disbursements & Transfers 2021-2022 Necessary Cash Reserve 2021-2022 Total Resources Available Total 2021-2022 Personal & Real Property Tax Requirement Unused Budget Authority Created For Next Year Breakdown of Property Tax: Personal and Real Property Tax Required for Non-Bond Purposes Personal and Real Property Tax Required for Bonds $ $ $ $ $ $ $ $ $ 1,855,250.86 261,614.14 1,275,000.00 53,127.31 1,328,127.31 318,039.48 42,828.43 106,013.16 212,026.32 NOTICE OF SPECIAL PUBLIC HEARING TO SET FINAL TAX REQUEST PUBLIC NOTICE is hereby given, in compliance with the provisions of State Statute Section 77-1601.02, that the governing body will meet on the 15th day of September 2021, and will commence immediately upon adjournment of the preceding Budget Hearing and Budget Summary, which will begin at 9:30 A.M. at 20507 Nicholas Cir Ste 100, Elkhorn, Omaha, Nebraska for the purpose of hearing support, opposition, criticism, suggestions, or observations of taxpayers relating to setting the final tax request at a different amount than the prior year tax request. Operating Budget Property Tax Request $ valuation Tax Rate Tax Rate if Prior Tax Request was at Current Valuation 8/25 2020 438,410.00 317,595.07 35,288,340 0.900000 0.898742 2021 1,275,000.00 $ 318,039.48 35,337,720 0.900000 Change 191% 0% 0% 0% ZNEZ THE DAILY RECORD OF OMAHA JASON W. HUFF, Publisher PROOF OF PUBLICATION UNITED STATES OF AMERICA, The State of Nebraska, District of Nebraska, County of Douglas, City of Omaha, }-JASON W. HUFF and/or SCOTr STEWART being duly sworn, deposes and say that they are the PUBLISHER and/or MANAGING EDITOR of THE DAILY RECORD, of Omaha, a legal newspaper, printed and published daily in the English language, having a bona fide paid circulation in Douglas County in excess of 300 copies, printed in Omaha, in said County of Douglas, for more than fifty-two weeks last past; that the printed notice hereto attached was published in THE DAILY RECORD, of Omaha, on--------------August 25, 2021 That said Newspaper during that time was regularly published and GENERAL NOTARY -State of Nebraska ELLEN FREEMAN ,unty of~ and Sune of Nebraska. ~ I,, My Comm. Exp. December 11, 2021 S~ in my preeence Puhll,hero FM $ • ~ 25th day of AddlUonaI cop1 .. * ~ust ....i__ Total $ 61. 70 Notary Public in and for Doupaa County, State of Nebraska
" FULLENKAMP JOBEUN JOHNSON & BELLER LLP 11440 West Center Road Omaha, Nebraska 68144 SANITARY AND IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY, NEBRASKA NOTICE OF REGULAR MEETING NOTICE IS HEREBY GIVEN that the regular board meeting of Sanitary and Improvement District No. 455 of Douglas County, Nebraska will commence immediately upon adjournment ol the preceding Budget Hearing and Special Public Hearing, which will begin at 9:30 A.M. on September 15, 2021, and continue until all attendee(s) testimony has concluded, which meeting will be open to the public. An agenda for such meeting, kept continuously current is available for public inspection at 11440 West Center Road, Ste. C., Omaha, Nebraska, and includes the payment of bills and other business of the District. 8/25 Clerk of the District ZNEZ THE DAILY RECORD OF OMAHA JASON W. HUFF, Publisher PROOF OF PUBLICATION UNITED STATES OF AMERICA, } The State of Nebraska, 88• District of Nebraska, County of Douglas, City of Omaha, JASON W. HUFF and/or SCOT!' STEWART being duly sworn, deposes and say that they are the PUBLISHER and/or MANAGING EDITOR of THE DAILY RECORD, of Omaha, a legal newspaper, printed and published daily in the English language, having a bona fide paid circulation in Douglas County in excess of 300 copies, printed in Omaha, in said County of Douglas, for more than fifty-two weeks last past; that the printed notice hereto attached was published in THE DAILY RECORD, of Omaha, on--------------August 25, 2021 That said Newspaper during that time was regularly published and in general circulation in the ~unty of~uglas, and S~ of Nebraska. ' GENERAL NOTARY -State of Nebraska ELLEN FREEMAN My Comm. Exp. December 11, 2021 f~ in my presenetf'and sworn to before Pablfshe,•, FN $ 29 .JQ ~ 25th day of Additional Cop!" • ~~ugust ,o1_1_ Total $ 29.30 Notary Public in and for Doupas County, State of Nebruka
THE DAILY RECORD
Public Notice Placement Confirmation
Please notify us of any changes ASAP at Jegals@omahadailvrecord.com
Scheduled Publication 9/16
FULLENKAMP JOBEUN JOHNSON&. BELLER LLP
11440 West Center Road
Omaha, Nebraska 68144
NOTICE OF AMENDMENT TO BUDGET
SANITARY AND IMPROVEMENT DISTRICT NO. 4SS
OFDOUGLAS C OUNTY,NEBRASKA
NOTICE I S HEREBY GIVEN that at the public hearing of Sanitary and Improvement District No. 455
of Douglas County, Nebraska, held on September 15, 2021, the Board adopted the Budget set forth
on the proposed bu dget on fi le with the Clerk of the District as amended at said public hearing.
The amendment were as fo llows:
Clerk of the District
The amendment to the budget increases the Total 2021-2022 Personal an d Real Property Tax
Requirement for Non-Bond Purposes and for Bonds. This notice is given t o pursuant t o 13-506
R.R .S. 1943.
2021-2022 Proposed Bu dget of Disbursements & Transfers
2021-2022 Necessary Cash Reserve
Unused Bu dget Authority Created For Next Year
Personal and Real Property Tax Required
fo r Non-Bo nd Purposes
Personal an d Real Property Tax Required for Bonds
Ope ra ting Bu dg et
9/16
$1,295,000.00 from $1,275,000.00
$3 3,127.31 from $53,127.31
$10.18 from $42,828.43
$58,201.22 from $106,013.16
$259,838.26 from $212,026.32
$1,295,000.00 from $1,275 ,000.00
195% from 191 % change
ZNEZ
All notice submissions , changes and cancellations must be made by 2 p.m . two weekdays prior to publication,
or by earlier deadlines noted in your confirmation email in advance of court holidays. Please note the The Daily
Record reserves the right to delay publication if we are unable to reach you to resolve questions or concerns.
ACKNOWLEDGMENT OF RECEIPT OF
NOTICE OF MEETING
The undersigned Trustees of Sanitary and Improvement District No. 455 of Douglas
County , Nebraska do hereby acknowledge receipt of advance notice of a meeting Board of Trustees
of said District and the agenda for such meeting held at 9 :30 A.M. on September 15 , 2021, at 20507
Nicholas Circle, Elkhorn, Nebraska.
2021-2022 ST ATE OF NEBRASKA SID BUDGET FORM SID #455 TO THE COUNTY BOARD AND COUNTY CLERK OF Douglas County This budget is for the Period JULY 1, 2021 through JUNE 30, 2022 Upon Filing, The Entity Certifies the Information Submitted on this Form to be Correct: The following PERSONAL AND REAL PROPERTY TAX is requested for the ensuing year: $ 58,201.22 Property Taxes for Non-Bonds $ 259,838.26 Principal and Interest on Bonds $ 318,039.48 I Total Personal and Real Property Tax Required Outstanding Registered Warrants/Bonded Indebtedness as of JULY 1, 2021 $ 3,600,000.00 Principal $ 114,487.50 Interest $ 3,714,487.50 Total Bonded Indebtedness My Subdivision has elected to use this Budget Document as the Audit Waiver. DYES 0No (If YES, Board Minutes MUST be Attached) If YES, Page 2, Column 2 MUST contain ACTUAL Numbers. If YES, DO NOT COMPLETE/SUBMIT SE PARA TE AUDIT WAIVER REQUEST. DYES, SID has been in Existence for 5 Years or less; Therefore, Lid and Levy Limit DO NOT APPLY Date SID was formed: $ j 35,337,720 j Total Certified Valuation (All Counties) Report of Joint Public Agency & lnterlocal Agreements (Certification of Valuation(s) from County Assessor MUST be attached) Was this Subdivision involved in any lnterlocal Agreements or Joint Public County Clerk's Use Only Agencies for the reporting period of July 1, 2020 through June 30, 2021? Auditor of Public Accounts State Capitol, Suite 2303 Lincoln, NE 68509 Telephone: (402) 471-2111 FAX: (402) 471-3301 Website: www.auditors.nebraska.gov Questions -E-Mail: Jeff.Schreier@nebraska.gov *See Accountant's Compilation Report CJ YES [X] NO If YES, Please submit lnterlocal Agreement Report by September 20th. e Names, Corporate Names & Business Names Did the Subdivision operate under a separate Trade Name, Corporate Name, o other Business Name during the period of July 1, 2020 through June 30, 2021? CJ YES [X] NO If YES, Please submit Trade Name Report by September 20th. 0 Budget Due by 9-20-2021 Submit budget to: 1. Auditor of Public Accounts -Electronically on Website or Mail 2. County Board (SEC. 13-508), C/0 County Clerk Page 1
RESOLUTION
AND
EXTRACT OF MINUTES OF BUDGET HEARING
AND
SPECIAL PUBLIC HEARING
TO ADOPT BUDGET AND SET FINAL TAX REQUEST
SANITARY AND IMPROVEMENT DISTRICT NO. 455
OFDOUGLASCOUNTY,NEBRASKA
The Budget Hearing of Sanitary and Improvement District No. 455 was held the 15th day
of September 2021 at 9:30 a.m. Three copies of the proposed budget statement were available to
the public. The Chairman then presented the proposed budget of the District outlining the key
provisions of the proposed budget statement, including, but not limited to, a comparison with the
prior year's budget and advised that the Budget Summary had been published in The Daily Record,
a legal newspaper of Douglas County, Nebraska on August 25, 2021,
(https://www.omahadailyrecord.com/) a copy of the Proof of Publication being attached to these
minutes.
The floor was then opened for public comment on the proposed budget statement and
amendment. All members of the public wishing to address the governing body were provided a
reasonable amount of time to do so. It was then advised that no one owning property or having a
vested interest in the property located within the boundaries of the District appeared at this hearing
on the proposed Budget and Budget Summary to offer support, opposition, criticism, suggestions,
or observations concerning the proposed Budget. The Chairman noted that the budget, as amended,
complies with the current provisions of the Nebraska Lid Law, and that the property taxes for the
Bond Fund and General Fund are as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
Following discussion concerning the budget, a motion was duly made, seconded, and
approved by unanimous vote of the Board of Trustees to adopt the budget, with the amendment,
for the 2021/22 fiscal year. The Clerk was then directed to attach a copy of the budget as adopted
to these minutes.
The District amended the budget and the publication was published in the Daily Record
(https://www.omahadailyrecord.com/), a legal newspaper of Douglas County, Nebraska on
September 16, 2021, a copy of the Amended Proof of Publication being attached to these minutes.
The Chairman further noted that the budget as amended and has been prepared increasing
the Budgeted Restricted Funds of the General Fund by an additional 1 %. The Chairman then asked
if there were any persons present who wished to address the Board and give testimony on the
proposed increase. There being none, following a full discussion, a motion was duly made,
seconded and upon a roll call vote of "aye" by the Trustees, the proposed budget, as amended,
including the 1 % increase was approved by a majority, being at least 75% of the Board of Trustees.
The Chairman further stated that the Board is required to hold a separate Special Public
Hearing in order to set the 2021/22 Property Tax Request at an amount which is different from the
prior year's tax request, and that the District has until October 13 to file with the County Clerk a
Resolution setting a tax request different from the prior year. The District must also publish notice
of the Special Public Hearing reflecting the date and time for said Special Public Hearing, and the
Chairman noted that such notice had been published as reflected in the Proof of Publication
attached hereto.
The Chairman then advised that the meeting was now open for a Special Public Hearing
on the issue of setting the Property Tax Request at an amount different from the prior year's request
as required by Neb. Rev. Stat. §77-1601.02. The Chairman advised that no one appeared in
opposition. Following discussion, the Chairman declared the public hearing on the Budget, as
amended, and the Special Public Hearing to be closed, whereupon, a motion was duly made,
seconded, and the following resolutions passed:
NOW, THEREFORE BE IT RESOLVED BY SANITARY AND
IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY,
NEBRASKA, AS FOLLOWS:
1) The 2021/22 Property Tax Request be set at $318,039.48,
($0.900000) broken down as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
2) The total assessed value of property differs from last year's total
assessed value by 0%.
3) The tax rate which would levy the same amount ~roperty
taxes as last year, when multiplied by the new total assessed
value of property, would be $0.898742 per $100 of assessed
valuation.
4) The District proposes to adopt a Property Tax Request that will
cause its tax rate to be $0.900000 per $100 of assessed value,
broken down as follows:
Bond Fund
General Fund
Total
$259,838.26
$ 58,201.22
$318,039.48
$0. 735300
$0. 164700
$0.900000
5) Based on the proposed Property Tax Request and changes in
other revenue, the total operating budget of the District will
exceed last years by 195%.
6) A copy of this Resolution be certified and forwarded to the
County Clerk on or before October 13, 2021.
Then, upon a motion duly made, seconded, and unanimously adopted, the Chairman
declared the above resolutions duly carried and adopted.
The undersigned hereby certifies that he is the duly elected, qualified and acting Clerk of
Sanitary and Improvement District No. 455 of Douglas County, Nebraska, and that the foregoing
extract is a full, true, and complete copy of that portion of the Minutes as it claims to be and that
the foregoing resolutions have been spread upon the minutes of the District.
Dated this 15th day of September 2021
CLERK
I
I CERTIFICATION OF TAXABLE VALUE
And VALUE ATTRIBUTABLE TO GROWTH
TAX YEAR 2021
TO: Whom it May Concern
TAXABLE V~LUE LOCATED IN THE COUNTY OF DOUGLAS
Nam~ of
Polltfcal S111bdlvlslon
4!5
Subdivision
TvDe
SID
*2021 Value
Attributable to Growth
$2,281,700
2021 Total
Taxable Value
$35,337,720
• Value attributabl~ to growth is determined pursuant to section 13-518 which Includes real and personal property
and annexation , If ~pplicable.
Pursuant to serion 13-509, I Diane L. Battiato, CPO, Douglas County Assessor/Register of
Deeds hereby ~ertifies that the valuation listed herein is, to the best of my knowledge and
belief, the true and accurate taxable valuation for the current year.
CC: County Cl ,rk, Douglas County
August 20, 2021
Date
Note to political subdivision: A copy of the certification of Value must be attached to budget
document.
Form provided by t~e State of Nebraska Department of Property Assessment & Taxation, 2010
SID# 455 in Douglas County Actual Actual Adopted Budget Linel TOTAL ALL FUNDS I 2019 -2020 2020 -2021 2021 -2022 No. Balances, Receipts, & Transfers: 2 Net Cash Balance $ -$ -$ 3 Investments $ -$ -$ 4 County Treasurer's Balance $ 234,970.01 $ 218,060.35 $ 314,748.90 5 Subtotal of Beginning Balances (Lines 2 thru 4) $ 234,970.01 $ 218,060.35 $ 314,748.90 6 Personal and Real Property Taxes (Columns 1 and 2-See Preparation Guidelines) $ 225,573.67 $ 296,876.48 $ -311,803,41 7 Federal Receipts $ -$ -$ 8 State Receipts: Motor Vehicle Pro-Rate $ 569.10 $ 667.65 $ 675.00 9 State Receii 10 State Receii 11 State Recei 12 Local Receipts: Nameplate Capacity Tax $ -$ -$ 13 Local Receipts: In Lieu of Tax $ -$ -$ 14 Local Receipts: Other $ 1,611,820.31 $ 49,688.66 $ 700,900.00 15 Transfers In Of Surplus Fees $ -$ -$ 16 Transfer In Other Than Surplus Fees (Should aaree to Line 28) $ -$ -$ 17 Total Resources Available (Lines s thru 16) $ 2,073,311.21 $ 576,363.04 $ 1,328,127.31 18 Disbursements & Transfers: 19 Operating Expenses $ 197,231.36 $ 60,011.62 $ 150,000.00 20 Capital Improvements (Real Property/Improvements) $ 151,199.84 $ -$ 250,000.00 21 Other Capital Outlay (Equipment, Vehicles, Etc.) $ -$ -$ 22 Debt Service: Bond Principal & Interest Payments $ 106,236.25 $ 116,558.39 $ 265,000.00 23 Debt Service: Payments to Retire Interest-Free Loans (Public Airports) 24 Debt Service: Payments to Bank Loans & Other Instruments (Fire Districts) 25 Debt Service: Other $ 1,400,583.41 $ 85,044.13 $ 630,000.00 26 Judoments ---------~~----~ -$ -$ ---$ 27 Transfers Out of Surplus Fees $ -$ -$ 28 Transfers Out Other Than Surplus Fees (Should aaree to Line 16) $ -$ -$ 29 Total Disbursements & Transfers (Lines 19 thru 28) $ 1,855,250.86 $ 261,614.14 $ 1,295,000.00 30 Balance Forward/Cash Reserve (Line 17. Line 29) $ 218,060.35 $ 314,748.90 $ 33,127.31 3% . ·--., Tax from Line 6 $ 311,803.41 PROPERTY TAX RECAP County Treasurer's Commission at 2% of Line 6 $ 6,236.07 Total Property Tax Requirement $ 318,039.48 *See Accountant's Compilation Report Page 2
I
SID# 455 in Douglas County
To Assist the County r or Levy Setting Purposes
The Cover Page identifies the Property Tax Request between Principal &
Interest on Bonds and All Other Purposes . If your SID needs more of a
breakdown for levy setting purposes , complete the section below.
Property Tax Request by Fund :
General Fund
Bond Fund
Total Tax Request
$
$
•• $
Property Tax
Request
58 ,201 .22
259 ,838 .26
318,039.48
•• This Amount should agree to t ~e Total Personal and Real Property Tax
Required on the Cover Page (Page 1).
Cash Reserve Funds
Statute 13-503 says cash reserve means funds required for the period before
revenue would become available for expenditure but shall not include funds
held in any special reserve fund. If j he cash reserve on Page 2 exceeds
50%, you can list below funds being held in a special reserve fund .
Special Reserve Fund Name
Bond Fund
Total Special Reserve Funds
Total Cash Reserve
Remaining Cash Reserve
Remaining Cash Reserve %
*See Accountant's Compilation Report
Amount
$
$
$
$
29 ,821 .37
29 ,821 .37
33 ,127.31
3,305 .94
0%
Documentation of Transfers:
(Only complete if there are transfers noted on Page 2, Column 2)
Please explain what fund the monies were transferred from , what fund they
were transferred to, and the reason for the transfer.
Transfer From: Transfer To:
Amount: $
I""""
Transfer From : Transfer To :
Amount: $
Transfer From : Transfer To :
Amount: $
Page 2-A
CORRESPONDENCE INFORMATION ENTITY OFFICIAL ADDRESS If no official address, please provide address where correspondence should be sent NAME John Fullenkamp, Attorney for District ADDRESS 11440 W Center Road CITY & ZIP CODE Omaha, NE 68144 TELEPHONE (402) 334-0700 WEBSITE BOARD CHAIRPERSON CLERK/TREASURER/SUPERINTENDENT/OTHER NAME Brett Gottsch John Fullenkamp, Attorney for District --------------TITLE /FIRM NAME _C_h_ai~rp_e_rs_o_n ________ _ TELEPHONE ~(4_0_2~)3_3_4_-0_7_00 _______ _ EMAIL ADDRESS Fullenkamp, Jobeun, Johnson & Beller LLP (402) 334-0700 Beth@EiibLaw.com For Questions on this form, who should we contact (please '1 one): Contact will be via email if supplied. 0Board Chairperson __ __ [:JcJerk1.Ireas_ur_erLS.up_erjntendentLQther___,_ _ ___ -~--[8] Preparer PREPARER John Winter Lengemann & Associates, P.C. (402) 592-1236 thefirm@lengemanncpa.com NOTE: If Budget Document is used as an Audit Waiver, approval of the Audit Waiver will be sent to the Board Chairperson via email. If no email address is supplied for the Board Chairperson, notification will be mailed via post office to address listed above. *See Accountant's Compilation Report Page 3
I
SID# 455 in Douglas County
2021-2022 LID SUPPORTING SCHEDULE
Calculation of Restricted Funds
Total Personal and Real Prlperty Tax Requirements
Motor Vehicle Pro-Rate
In-Lieu of Tax Payments
Transfers of Surplus Fees
Prior Year Budgeted Capital Improvements that were excluded from Restricted Funds.
Prior Year Capital lmpro ements Excluded from Restricted Funds
(From Prior Year Lid Exceptions, Line (10)) $
LESS: Amount Spent During 2020-2021 $ 151,200.00
LESS: Amount Expected to be Spent in Future Budget Years
Amount to be included as Restricted Funds (Cannot be a Negative Number)
Nameplate Capacity Tax
TOTAL RESTRICTED FUNDS (A)
Lid Exceptions
Capital Improvements (Real Property and Improvements
on Real Property) $
LESS: Amount of prior year capital improvements that were
excluded from previous lid calculations but were not spent and
now budgeted this fiscal year (cannot exclude same capital
improvements from more than one lid calculation.)
Agrees to Line (7). I $
Allowable Capital Improvements
Bonded Indebtedness
Public Facilities Construction Projects (Statutes 72-2301 to 72-2308)
lnterlocal Agreements/Join Public Agency Agreements
Judgments
Refund of Property Taxes to Taxpayers
Repairs to Infrastructure Damaged by a Natural Disaster
TOTAL LID EXCEPTIONS (B)
TOT AL RESTRICTED FUNDS
For Lid Computation (To Line 9 of the Lid Computation Form)
To Calculate : Total Restricted Funds (A)-Line 9 MINUS Total Lid Exceptions (BJ-Line 19
( 1) $ 318 ,039.48
(2) $ 675.00
(3) $
(4) $
(5)
(6)
(7)
(8) $
(8a) $
(9) $ 318,714.48
(10)
( 11)
(12) $
(13) $ 260,288.26
(14)
(15) $
(16)
(17)
(18)
(19) $ 260,288.26
$ 58,426.22
Total Restricted Funds for Lid Computation cannot be less than zero. See Instruction Manual on completing the
Lid Supporting Schedule.
*See Accountant's Compilation Report Page4
SID # 455 in Douglas County
I LID COMPUTATION FORM FOR FISCAL YEAR 2021-2022
PRIOR YEAR RESTRICTED FUNDS AUTHORITY OPTION 1 OR OPTION 2
OPTION 1
2020-2021 Restricted Funds Authority = Line (8) from last year's Lid Computation Form
OPTION 2
Onl'f. use if a vote was taken last 't_ear at a townha/1 meeting_ to exceed Lid for one 't_ear
Line (1) of Prior Year Lid Computation Form
Allowable Percent Increase Less Vote Taken From Prior Year Lid Computation Form Line (6) -Line (5)
Dollar Amount of Allowable Increase Excluding the vote taken Line (A) times Line (B)
Calculated 2020-2021 Restricted Funds Authority (Base Amount) Line (A) Plus Line (C)
BASE LIMITATION PERCENT INCREASE (2.5%)
Q ALLOWABLE GROWTH PER THE ASSESSOR MINUS 2.5%
______ 2:.....2...;..8-'1._70'-o;.....o_o_ 35 ,288 ,340 .00 =
2021 Growth 2020 Valuation
per Assessor [il ADDITIONAL ONE PERCENT BOARD APPROVED INCREASE
3 / 3 =
# of Board Members
voting "Yes " for lncreas8i
Total # of Members
in Governing Body at
Meetino
6 .47 %
Multiply times
100 To get%
100.00 %
Must be at least
.75 (75%) of the
Governing Body
ATTACH A COPY OF THE BOARD MINUTES APPROVING THE INCREASE.
(2)
(3)
(4)
E1 SPECIAL ELECTION/TOWNHALL MEETING -VOTER APPROVED % INCREASE
I (5)
Please Attach Ballot Sample and Election Results OR Record of Action From Townhall Meeting
TOTAL ALLOWABLE PERCENT INCREASE= Line (2) + Line (3) + Line (4) + Line (5)
Allowable Dollar Amount of Increase to Restricted Funds= Line (1) x Line (6)
Total Restricted Funds Authority= Line (1) + Line (7)
Less: Restricted Funds from Lid Supporting Schedule
Total Unused Restricted Funds Authority= Line (8) -Line (9)
2 .50 %
3 .97 %
1.00 %
%
Ootion 1 -/1 \
52 ,535 .86
Option 2 -(A)
3 .50
Option 2 -(B)
1,838.76
Option 2 -(C)
54 ,374 .62
Option 2 -(1)
7.47
(6)
4 ,061 .78
(7)
58.436.40
(8)
58.426 .22
(9)
10 .18
LINE (10) MOST BE GREATER TRAN OR EQUAL To ZERO OR YOO ARE JN VioLATioN OF THE Lib LAW. (10)
The amount of Unused Restricted Funds Authority on Line (10) must be published in the Notice of Budget Hearing.
%
%
*See Accountant's Compilation Report Page 5
SID# 455 in Douglas County
2021-2022 CAPITAL IMPROVEMENT LID EXEMPTIONS
Description of Capital Improvement Amount Budgeted
-NONE-$
I
Total -Must agree to Line 10 on Lid Support Page 4 $
*See Accountant's Compilation Report Page 6
2021-2022 Levy Limit Form
Sanitary and Improvement Districts
SID # 455 in Douglas County
Total Personal and Real Prf perty Tax Request
Less Personal and Real Property Tax Request for:
Judgments (not paid by liability insurance coverage)
Preexisting lease-purchase contracts
approved prior to July 11 1998
Bonded lndebted1ess
Public Facilities Cpnstruction Projects
(Statutes 72-2301 to 72-2308)
Total Exclusions
Personal and Real Propert I Tax Request subject to Levy Limit
Valuation (Per the County Assessor)
Calculated Levy for Levy Lif it Compliance
[Line (3) Divided ry Line (4) Times 100]
( $
Note: Levy Limit estabpshed by State Statute Section 77-3442:
Sanitary and Improvement District (SID) Levy -40 cents
(A)
(B)
259,838.26
(C)
(D)
Attach supporting documentation if a vote was held to exceed levy limits.
*See Accountant's Comp ilation Report
$ 318 ,039.48
(1)
( $ 259 ,838 .26
(2)
$ 58 ,201 .22
(3)
$ 35,337,720 .00
(4)
0.164700
(5)
Page 7
Sanitary and Improvement District# 455
IN
Douglas County, Nebraska
NOTICE OF BUDGET HEARING AND BUDGET SUMMARY
PUBLIC NOTICE is hereby g iven , in comp li ance w ith the provisions of State Statute Sections 13-501 to 13-513 , that the govern i ng body will meet
on the __ day of 202 1, at o'c lock __ , at fo r the
purpose of hearing support, oppositi on , criti cism , suggestions or observati ons of taxpayers relating to the following proposed budget. The budget
deta il is ava il ab le at the offi ce of the Cle rk during regular bus iness hours .
2019-2020 Actual Disbursements & Transfers
2020-2021 Actual Disbu rsementf & Transfers
2021-2022 Proposed Budget of Disbursements & T ransfers
2021-2022 Necessary Cash Reserve
202 1-2022 Total Resources Ava il able
Tota l 2021 -2022 Pe rso nal & Rea l Property Tax Requ irement
Unused Budget Authority Created For Next Year
Breakdown of Property Tax:
Personal and Real Property Tax Required for Non-Bond Purposes
Personal and Real Property Tax Requ ired fo r Bonds
NOTICE OF SPECIAL HEARING TO SET FINAL TAX REQUEST
$ 1,855 ,250 .86
$ 261 ,614 .14
$ 1,295 ,000 .00
$ 33 ,127 .31
$ 1,328 ,127 .31
$ 318 ,039.48
$ 10.18
$ 58,201 .22
$ 259 ,838 .26
PUBLIC NOTICE is hereby g iven , in compl iance with the provis ions of State Statute Section 77-1601 .02 , that the govern ing body w ill meet on the
__ day of 2021 , at o'clock __ , at for the purpose of hearing
support, oppos ition , cr it icism , suggestions or observations of taxpayers relati ng to setti ng the fina l tax request.
2020 202 1 Change
Operating Budget 438,410 .00 1,295 ,000 .00 195%
Property Tax Request $ 317 ,595 .07 $ 318 ,039 .48 0%
Valua ti on 35 ,288 ,340 35 ,337 ,720 0%
Tax Rate 0 .900000 0.900000 0%
Tax Rate if Prior Tax Request was at Cu rren t Valuation 0 .898742
*See Accountant's Compilation Report
RESOLUTION SETTING THE PROPERTY TAX REQUEST
RESOLUTION NO. _____ _
WHEREAS, Nebraska Revised Statute 77-1601.02 provides that the Governing Body of SID# 455 passes by a majority
vote a resolution or ordinar e setting the tax request; and
WHEREAS, a special publ ic hearing was held as required by law to hear and consider comments concerning the
I property tax request;
NOW, THEREFORE, the Governing Body of SID# 455 resolves that:
1. The 2021-2022 property tax request be set at:
General Fund : $
Bond Fund: $
58,201.22
259,838.26
2. The total assessed val r e of property differs from last year's total assessed value by 0.14 percent.
3. The tax rate which would levy the same amount of property taxes as last year, when multiplied by the new total
assessed value of property would be 0.898742 per $100 of assessed value.
4. SID# 455 proposes to adopt a property tax request that will cause its tax rate to be 0.9 per $100 of assessed value.
5. Based on the proposed property tax request and changes in other revenue, the total operating budget of SID# 455
will increase or decrease last year's budget by 195.39 percent.
6. A copy of this resolution be certified and forwarded to the County Clerk on or before October 13, 2021.
Motion by ___ , seco ?ded by ___ to adopt Resolution # __ _
Voting yes were : Voting no were:
Dated this ___ day of _____ , 2021
*See Accountant's Compilation Report
REPORT OF JOINT PUBLIC AGENCY AND INTERLOCAL AGREEMENTS
REPORTING PERIOD JULY 1, 2020 THROUGH JUNE 30, 2021
SID #455 Douglas County
SUBDIVISION NAME
I
Parties to Agreement
(Column 1)
-NONE-
I
I
I
I
I
I
I
I
I
I
*See Accountant's Compilation Report
Agreement Period
(Column 2)
COUNTY
Description
(Column 3)
Total Amount used as Lid Exemption
Amount Used as Lid
Exemption
(Column 4)
$
REPORT OF TRADE NAMES, CORPORATE NAMES, BUSINESS NAMES
REPORTING PERIOD JULY 1, 2020 THROUGH JUNE 30, 2021
SID #455 Douglas County
SUBDIVISION NAME COUNTY
List all Trade Names , Corporate Names and Business Names under which the political subdivision
conducted business .
-NONE-
*See Accountant's Compilation Report
SID WORKSHEET 2021-2022 ADOPTED BUDGET I General Fund I Bond Fund I Fund I Fund I TOTAL FOR Linel ALL FUNDS No. Beginning Balances, Receipts, & Transfers: 2 Net Cash Balance $ -$ -$ 3 Investments $ -$ -$ 4 County Treasurer's Balance $ 22,020.92 $ 292,727.98 $ 314,748.90 5 Subtotal of Beginning Balances (Lines 2 thru 4) $ 22,020.92 $ 292,727.98 $ -$ -$ 314,748.90 6 Personal and Real Property Taxes $ 57,060.02 $ 254,743.39 $ 311,803.41 7 Federal Receipts $ -$ -$ 8 State Receipts: Motor Vehicle Pro-Rate (To Lid Supportin 9 State Receipts: State Aid (To Lid Supporting Schedule) 10 11 12 Local Receipts: Nameplate Capacity Tax $ -$ -$ 13 Local Receipts: In Lieu of Tax (To Lid Supporting Schedule) $ -$ -$ 14 Local Receipts: Other $ -$ 700,900.00 $ 700,900.00 15 Transfers In Of Surplus Fees (To Lid Supporting Schedule) $ -$ -$ 16 Transfers In Other Than Surolus Fees $ -$ -$ 17 Total Resources Available (Lines 5 to 14) $ 79,305.94 $ 1,248,821.37 18 Disbursements & Transfers: 19 20 I Caoital Improvements (Real Property/Improvements 21 22 23 Debt Service: Pymts to Retire Interest-Free Loans (Public Airports) 24 Debt Service: Pymts to Retire Bank Loans & Other Instruments (Fire Dist.) 25 Debt Service: Other $ 20,000.00 $ 610,000.00 $ 630,000.00 26 Judaments $ -$ -$ 27 Transfers Out of Surolus Fees $ -$ -$ 28 Transfers Out Other Than Surplus Fees $ -$ -$ 29 Total Disbursements & Transfers (Lines 19 thru 28) $ 76,000.00 $ 1,219,000.00 $ -$ -$ 1,295,000.00 30 Cash Reserve (Line 17 -Line 29) $ 3,305.94 $ 29,821.37 $ -$ -$ 33,127.31 PROPERTY TAX RECAP Tax from Line 6 $ 57,060.02 $ 254,743.39 $ -$ -$ 311,803.41 County Treasurer's Commission at 2 % of Line 6 $ 1,141.20 $ 5,094.87 $ -$ -$ 6,236.07 Total Property Tax Requirement (To LC-3 Supporting Schedule) $ 58,201.22 $ 259,838.26 $ -$ -$ 318,039.48 *See Accountant's Compilation Report
SID FORM WORKSHEET 2020-2021 ACTUAL I General Fund I Bond Fund I Fund I Fund I TOTAL FOR Line ALL FUNDS No. 1 Beginning Balances, Receipts, & Transfers: 2 Net Cash Balance $ -$ -$ 3 Investments $ -$ -$ 4 County Treasurer's Balance $ 9,416.51 $ 208,643.84 $ 218,060.35 5 Subtotal of Beginning Balances (Lines 2 thru 4) $ 9,416.51 $ 208,643.84 $ -$ -$ 218,060.35 6 Personal and Real Property Taxes (See Preparation Guidelines) $ 100,896.20 $ 195,980.28 $ 296,876.48 7 Federal Receipts $ -$ -$ 8 State Receipts: Motor Vehicle Pro-Rate $ 239.37 $ 428.28 $ 667.65 9 State Receipts: State Aid 10 State Receipts: Other $ -$ -$ 11 State Receipts: Property Tax Credit $ 4,742.77 $ 6,327.13 $ 11,069.90 12 Local Receipts: Nameplate Capacity Tax $ -$ -$ 13 Local Receipts: In Lieu of Tax $ -$ -$ 14 Local Receipts: Other $ 47,834.03 $ 1,854.63 $ 49,688.66 15 Transfers In Of Surplus Fees $ -$ -$ 16 Transfers In Other Than Surplus Fees $ -$ -$ 17 Total Resources Available (Lines s thru 16) $ 163,128.88 $ 413,234.16 $ -$ -$ 576,363.04 18 Disbursements & Transfers: ~ 19 Operatinq Expenses 3,947.79 $ 60,011.62 $ -$ -$ $ -$ -$ $ -$ 116,558.39 $ 116,558.39 23 Debt Service: Pymts to Retire Interest-Free Loans (Public Airports) 24 Debt Service:-Pymts-to Retire Bank-Loans & Other Instruments (Fire Dist.) 25 Debt Service: Other $ 85,044.13 $ $ 85,044.13 26 Judqments $ $ $ $ $ $ $ $ $ 29 Total Disbursements & Transfers (Lines 19 thru 28) $ 141,107.96 $ 120,506.18 $ $ $ 261,614.14 30 Balance Forward (Line 17 -Line 29) $ 22,020.92 $ 292,727.98 $ $ $ 314,748.90 *See Accountant's Compilation Report
SID WORKSHEET 2019-2020 ACTUAL I General Fund Bond Fund Fund Fund TOTAL FOR Line ALL FUNDS No. 1 Beginning Balances, Receipts, & Transfers: 2 Net Cash Balance $ -$ -$ 3 Investments $ -$ -$ 4 County Treasurer's Balance $ 7,125.38 $ 227,844.63 $ 234,970.01 5 Subtotal of Beginning Balances (Lines 2 thru 4) $ 7,125.38 $ 227,844.63 $ -$ -$ 234,970.01 6 Personal and Real Property Taxes (See Preparation Guidelines) $ 46,780.34 $ 178,793.33 $ 225,573.67 7 Federal Receipts $ -$ -$ 8 State Receipts: Motor Vehicle Pro-Rate $ 114.64 $ 454.46 $ 569.10 9 State Receipts: State Aid 10 State Receipts: Other $ -$ -$ 11 State Receipts: Property Tax Credit $ 93.89 $ 284.23 $ 378.12 12 Local Receipts: Nameplate Capacity Tax $ -$ -$ 13 Local Receipts: In Lieu of Tax $ -$ -$ 14 Local Receipts: Other $ 43,762.61 $ 1,568,057.70 $ 1,611,820.31 15 Transfers In Of Surplus Fees $ -$ -$ 16 Transfers In Other Than Surplus Fees $ -$ -$ 17 Total Resources Available (Lines s thru 16) 18 Disbursements & Transfers: 19 Operating Expenses $ 88,460.35 $ 108,771.01 $ 197,231.36 20 Capital Improvements (Real Property/Improvements) $ -$ 151,199.84 $ 151,199.84 21 Other Capital Outlay (Equipment, Vehicles, Etc.) $ -$ -$ 22 Debt Service: Bond Principal & Interest Payments $ -$ 106,236.25 $ 106,236.25 23 Debt Service: Pymts to Retire Interest-Free Loans (Public Airports) 4 Debt Service: Pymtsio Retire Bank Loans· & 0ther Instruments (Fire 01sq 25 Debt Service: Other $ -$ 1,400,583.41 $ 1,400,583.41 26 Judgments $ -$ -$ 27 Transfers Out of Surplus Fees $ -$ -$ 28 Transfers Out Other Than Surplus Fees $ -$ -$ 29 Total Disbursements & Transfers (Lines 19 thru 28) $ 88,460.35 $ 1,766,790.51 $ -$ -$ 1,855,250.86 30 Balance Forward (Line 17 -Line 29) $ 9,416.51 $ 208,643.84 $ -$ -$ 218,060.35 *See Accountant's Compilation Report
Sanitary and Improvement District# 455
ENTER THESE COLUMNS
Tax Year 2021 Growth As Certified 2,281,700 I
From:
Total 2021-2022 Restricted Funds from Line (8) of last year's (2020-2021) LC-3 Form 140,008.07 I
Board Chairperson
Name of Board Chair
Mailing Address
City & Zip
Telephone#
E-mail Address
Preparer
Name & Title
Firm Name
Telephone#
E-mail Address
Other Contact
Name & Title
Firm Name
Mailing Address
City & Zip
Telephone#
E-mail Address
lnterlocal Agreement
Brett Gottsch
Fullenkamp, Jobeun, Johnson & Beller LLP
Omaha, NE 68144
(402) 334-0700
John Winter
Lengemann & Associates, P.C .
(402) 592-1236
thefirm@lengemanncpa .com
John Fullenkamp, Attorney for District
Fullenkamp, Jobeun, Johnson & Beller LLP
11440 W Center Road
Omaha, NE 68144
(402) 334-0700
Beth@FjjbLaw.com
Mark on cover page
lnerlocal Example (If Needed)
!ABC County, 123 City !711/16 to indefinite !911 Dispatching Serviceaj $
Complete on lnterlocal Page If Required -Otherwise NONE
*See Accountant's Compilation Report
2s .ooo .oo I
Line
No .
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
Sanitary And Improvement District# 455
2 021-202 2 GENERAL FUND BUDGET DETAIL
GE ERAL FUND ACTUAL
2019-2020
Beginning Balances, Receipts, & Transfers :
Net Cash Balance
Investments
County Treasurer's Ba lance 7 ,125 .380
Subtotal of Beginninq Balances (Lines 2 to 4) $ 7,125.380
Pe rsona l and Real Property Taxes (See Preparation Guidelines) $ 46,780 .340
Federal Receipts
State Receipts : Motor Veh icle Pro-Rate $ 114 .640
State Receipts : State Aid
State Rece ipts : Other -HOMESTEAD EXEMPTION
State Rece ipts : Property Tax Cred it $ 93.890
Local Receipts : In Li eu of Ta x
SPECIAL ASSESSMENT PRINCIPAL & INTEREST $ 18.100
INTEREST ON TAXES
INTEREST ON INVESTMENTS
EXCESS WARRANTS ISSUED OVER REDEEMED $ 43 ,744.510
MISCELLANEOUS
UTILITY CONNEC TI ON FEES
Local Receipts : Other $ 43,762.610
Transfers In Of Surp lus Fees
Transfers In Other Than Surplu s Fees
Total Resources Available (Lines 5 to 14) $ 97,876.860
Disbursements & Transfers :
INSURANCE 3,495 .000
BOARD FEES I
TREASURERS ' FEES I 898 .250
CLERK FEES
LEGAL & ACCOUNTING FEES 25,777 .510
MAINTENANCE & REPAIRS 20,730 .600
STREET LIGHTING 4 ,7 86 .650
PA YING/FI SCAL AGENT FEES 8 ,817 .870
MISCELLANEOUS
ENGINEERING FEES 23,954 .470
TRASH REMOVAL
UTILITIES
SEWER CONNECTION FEES
Operating Expenses $ 88,460.350
PURCHASE OF REAL PROPERTY
IMPROVEMENTS ON REAL P ROPERTY
Capital Improvements (Real Property/Improvements) $ -
Other Capital Ou tl ay (Eq ui pment, Vehi cles , Etc .)
BOND PRINCIPAL
BOND INTEREST
EARL Y BOND REDEMPTION
Debt Service: Bond Principal & Interest Payments $ .
Debt Service: Pymts to Retire Interest-Free Loans (Public Airports)
Debt Service : Pymts to Retire Ban k l oans & Other Instruments (Fire Dist.)
EXCESS WARRANTS REDEEMED OVER ISSUED
INTEREST ON REGISTERED WARRANTS
Debt Service : Other $ .
Judgments
Transfe rs Out of Su rplus Fees
Transfe rs Out Other Th an Su rplu s Fees
Total Disbursements & Transfers (Lines 17 to 26) $ 88,460.350
Cash Reserve (Line 15 -Line 27) $ 9,416.510
PERSONAL & REAL PROPERTY TAXES I
COMPUTE COUNTY TREASURER'S COMMISSION AT 2% OF PREVIOUS LINE
TOTAL PERSONAL & REAL PROPERTY TAX REQUIREMENT I
I
REQUESTED RATE
*See Accountant's Comp il ation Re ort
ACTUAUESTIMATE BUDGET
2020-2021 2021-2022
9 ,416 .510 22,020 .920
$ 9,416.510 $ 22,020.920
$ 100 ,896.200 $ 57,060.020
$ 239.370 $ 225 .000
$ 4 ,742 .770
$ 286 .320
$ 47,542 .230
$ 5 .480
$ 47,834.030 $ -
$ 163,128.880 $ 79,305.940
3 ,823 .200 4 ,500.000
2 ,023 .660
18 ,596.970
8 ,577 .000 25,000.000
5 ,949 .540 6 ,500.000
9 ,914.720
7 ,178 .740 20,000.000
$ 56,063.830 $ 56 ,000.000
$ -$ .
$ . $ .
85 ,044 .130 $ 20,000 .000
$ 85,044.130 $ 20,000.000
$ 141,107.960 $ 76,000.000
$ 22,020.920 $ 3,305.940
57,060.02
1,141.200
58,201.22
o .1s410 I
Line
No .
1
2
3
4
5
6
7
8
9
10
11
12
13
14
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21
22
23
24
25
26
27
28
Sanitary And Improvement District# 455
2021-2022 BOND FUND BUDGET DETAIL
r OND FUND Wi;' 020
Beginnina Balances, Receipts, & Transfers:
Net Cash Ba lance
Investments
County Treasurer's Balance 227,844 .630
Subtotal of Beainning Balances (Lines 2 to 4) $ 227,844.630
Personal and Real Property Taxes (See Preparation Guidelines) $ 178,793 .330
Federal Rece ipts
State Receipts : Motor Veh icl e Pro-Rate $ 454.460
State Receipts : State A id
State Receipts : Other -HOMESTEAD EXEMPTION
State Receipts : Property Tax C j edit $ 284 .230
Local Rece ipts : In Lieu of Tax
SPECIAL ASSESSMENT PRINCIPAL & INTEREST
INTEREST ON TAXES $ 57 .700
INTEREST ON INVESTMENTS
EXCESS WARRANTS ISSUED OVER REDEEMED
MISCELLANEOUS
UTILITY CONNECTION FEES
SALE OF BONDS $ 1,568 ,000 .000
Local Receipts: Other $ 1,568,057.700
Transfers In Of Surplus Fees
Transfers In Other Than Surplus Fees
Total Resources Available (Lines 5 to 14) $ 1,975,434.350
Disbursements & Transfers :
BOND COSTS
TREASURERS ' FEES 3,418 .010
LEGAL & ACCOUNTING FEES 70,259 .990
MAINTENANCE & REPAIRS
STREET LIGHTING
PA YING/FISCAL AGENT FEES 11 ,164 .210
MISCELLANEOUS
ENGINEERING FEES 23,928 .800
SEWER CONNECT FEES
Operating Expenses $ 108,771.010
PURCHASE OF REA L PROPERTY
IMPROVEMENTS ON REAL PROPERTY 151,199 .840
Capital Improvements (Real Property/Improvements) $ 151,199.840
Other Cap ital Outlay (Equipment, Vehicles , Etc.)
BOND PRINCIPAL
BOND INTEREST $ 106,236.25
CALLED BONDS
Debt Service: Bond Principal I& Interest Payments 106,236.25
Debt Service: Pymts to Retire Interest-Free Loans (Public Airports)
Debt Service: Pymts to Retire Ban k Loans & Other Instruments (Fire Dist.)
EXCESS WARRANTS REDEEMED OVER ISSUED 1,371 ,171 .290
INTEREST ON REGISTERED WARRANTS 29,412 .120
Debt Service : Other $ 1,400,583.410
Judgments
Transfers Out of Surpl us Fees
Transfers Out Other Than Surplu s Fees
Total Disbursements & Transfers (Lines 17 to 26) $ 1,766,790.510
Cash Reserve (Line 15 -Line ~7) $ 208,643.840
PERSONAL & REAL PROPERTY TAXES I
COMPUTE COUNTY TREASURER'S COMMISSION AT 2% OF PREVIOUS LINE
TOTAL PERSONAL & REAL P1ROPERTY TAX REQUIREMENT I
I
REQUESTED RATE
ACTUAUESTIMATE
2020-2021
208,643 .840
$ 208,643.840
$ 195,980.280
$ 428 .280
$ 6 ,327 .130
$ 1,409.040
$ 445.590
$ 1,854.630
$ 413,234.160
3,947 .7 90
$ 3,947.790
$ -
$ 116 ,558 .39
$ 116,558.39
$ -
$ 120,506.180
$ 292,727.980
TOTAL DISTRICT LEVY
*See Accountant's Compilation Report
BUDGET I 2021-2022
292 ,727.980
$ 292,727.980
$ 254,743.390
$ 450 .000
$ 750.000
$ 150.000
$ 700,000 .000
$ 700,900.000
$ 1,248,821.370
49 ,000 .000
30 ,000 .000
15,000 .000
$ 94,000.000
250 ,000 .000
$ 250,000.000
$ 140 ,000 .00
$ 125 ,000 .00
$ 265,000.00
$ 610 ,000 .000
$ 610,000.000
$ 1,219,000.000
$ 29,821 .370
254,743.39
5,094.870
259,838.26
o.13s3o I
90 .000 II
NATURE OF PRESENTATIO r
Description of presentation -
Sanitary and Improvement District# 455
SUMMARY OF SIGNIFICANT FORECAST ASSUMPTIONS
Forecasted receipts and disbursements for the District.
Purpose of presentation -
Comply with the Nebraska Budget Act pertaining to setting a property tax rate and budgeted expenditures .
SIGNIFICANT ASSUMPTIONS
1) Revenues will be consistent with prior year. Real estate tax collections will have a direct relationship to
valuations provided by the county . We have used guidance from the Board and legal counsel to establish the
preliminary tax l~vy to be used for discussion purposes by the Board and final vote for approval .
2) Disbursements will be similar to prior year , with any exceptions being major repair items or capital asset
acquisitions .
3) The certified taxable value provided by Douglas County Assessor is $35 ,337 ,720
4) The tax levy will be 90 cents per $100 of valuation
5) Capital improvements of $250,000 are forecasted
6) Revenue from nl w bonds of $700 ,000 is forecasted
*See Accountant's Compilat ion Report
Sanitary and Improvement District# 455
Cau i e of OPERATING BUDGET Change on Combo Hearing
Normal Operating Disbursements
Capital Improvements I
Bonds/Warrants/Interest
Transfers
Total Disbursements & Transfers
*See Accountant's Compilation Report
Budgeted
2020-2021
103,600
334,810
438 410
438,410
2021-2022
150 ,000
250 ,000
895,000
1 295 000
1,295 ,000
$ Change
46,400
250 ,000
560 ,190
856 590
% Change
10.6%
57.0%
127.8%
0.0%
195.4%
NOTICE OF TERMINATION/ASSIGNMENT
This will constitut notice that effective August 1, 2021 (the #Effective Date"), the Dissemination
Agreement(s) or uivalent instrument(s) by and between you and UMB Bank, NA will be assigned to
SID Services, LLC. the assignment will transfer all of UM B's rights, responsibilities and obligations under
the Agreement(s) lo SID Services. As a result of this assignment, as of the Effective Date, SID Services,
LLC will be deeme~ to be the successor dissemination agent and will assume UMB's responsibilities and
obligations under ~he Agreement(s). On the Effective Date, UMB Bank will no longer be the
Dissemination Ag~nt and will cease to have any responsibility or obligations under the Agreement(s),
such responsibili~ having been assumed by SID Service as successor to UMB Bank.
UMBBANK
ACKNOWLEDGMENT TO ASSIGNMENT
The undersigned rereby acknowledges the assignment of the Dissemination Agreement(s) as set forth
above, including t~e removal of UMB Bank and succession of SID Services, LLC as of the Effective Date.
From and after th1 Effective Date, the undersigned hereby agrees UMB Bank, NA will no longer be the
Dissemination Age)1t and will cease to have any responsibillty or obligations under the Agreement(s),
such responsibility having been assumed by SID Services, LLC as successor to UMB Bank.
resent the fl llpwlng Sanitary Improvement Districts: l'Slo I lD5 ioq l25: Z,2? 2'3 t
235 255 241 244 24,S-'-/04
li L-\ z. J..l '5'5' 5115'
Date: 1-~ -ZcZ:I ·
Invoice
601 P St Suite 200
PO Box 84608
olsson
Lincoln, NE 68501-4608
Tel 402.474.6311, Fax 402.474.5063
SID 455 Indian Cree~ Business Park/Commercial
Plaza
c/o Fullenkamp , etal
Attn : Beth Hix
11440 West Center Rid
Omaha, NE 68144
June 29 , 2021
Invoice No:
!Invoice Total
Olsson Project# 016-27980 SID 455 Indian Creek Business Park Maintenance
391082
$1,253.7~
Professional services rendered May 9, 2021 through June 12, 2021 for work completed in accordance with agreement
dated September 15, 2016.
Phase 050 2020-2021 Board Meetings
Total this Phase 0.00
Phase 100 Annual Maintenance Plan
-------------------I ___________________________________ ~:~~~:~~~~:~~---------------~~~-------·
Phase 110 Ongoing Maintenance Activities
Total this Phase 0.00
Phase 120 One-Call Assistance
Total this Phase 0.00
Phase 130 Periodic SID Tasks
Total this Phase 0.00
Phase 150 2020-2021 Project Management & Administration
INVOICE PAYMENT IS REQUESTED WITHIN 30 DAYS
'Project, 016-27980
Labor
Assistant Profession J I
Riepl , Cody
Total
1
s
Tota Labor
Phase 200
SID 455 Indian Creek Business Park Invoice
Hours
.75
.75
2020 Pavement Maintenance
Rate
52 .00
Amount
39.00
39.00
Total this Phase
391082
39.00
$39.00
-------------------l ___________________________________ ~:~~~:~~~~:~~---------------~~~-
Phase 250 I 2020-2021 SID Budget & Financial
Phase
Phase
Phase
Labor
300
500
600
Project Professional
LaMontagne , Chad
Assistant Professional
Vela , Jacob
Phase
Labor
Total s
Tot I Labor
700
Assistant Professional
Krejci , Anthony
Riepl , Cody I
Tota s
Total Labor
Total this Phase 0.00
2020-2021 One-Call Services
Total this Phase
Total this Phase
2020-2021 Storm Sewer Annual Maintenance
Total this Phase
2020-2021 Road & Paving Annual Maintenance
Hours Rate Amount
2.50
5 .75
8 .25
2020-2021 SID Periodic Tasks .
Hours
2 .00
1.25
3 .25
150.00
93.00
Total this Phase
375.00
534.75
909.75
Rate Amount
120.00
52 .00
Total this Phase
240.00
65 .00
305.00
INVOICE PAYMENT IS REQUESTED WITHIN 30 DAYS
0.00
0.00
0.00
909.75
$909.75
305.00
$305.00
Page2
, Proje ct 016-27980 SID 455 Indian Creek Business Park Invoice 391082
AMOUNT DUE THIS INVOICE $1,253.75
Email Invoices to: beth@fjjblaw.com (Beth Hix)
Author ized By : _A_nt_h_o ..... ny.....__re ...... jc_i __________ _
INVOICE PAYMENT IS REQUESTED WITHIN 30 DAYS
Page 3
Lengemann &Associates, P.C.
August 18,
Certified Public Accountants
www.lengemanncpa .com
Sanitary and Improvement District #455
Fullenkamp, Doyle & Jobeun
11440 West Center Road
Omaha, NE 68144
For professional services rendered in connection with:
•
•
Total
Audit of financial statements for the period ended June 30, 2021
Prepar~tion of State of Nebraska budget forms for 2021-2022
$6,500.00
141 O E Gold Coast Road, Suite 600
Papillion, Nebraska 68046
Phone: (402) 592-1236
Fax: ( 402) 592-1424
E-Mail: theflrm@lengemanncpa.com
£.am(J~
Fullenkamp, Jobeun, Johnson & Beller, LLP
11440 West Center Road Ste . "C"
Omaha, Nebraska 68144
Chairman & Board of Trustees
Sanitary & Improvement District No. 455
of Douglas County , Nebraska
July 20 , 2021
STATEMENT FOR SERVICES RENDERED
For legal services rendered:
Phone: (402) 334-0700
Fax: (402) 691-5270
Budget Meeting: Various telephone conferences with accountants re: assist in budget
preparation ; meet ing with accountant re: same ; draft and prepare Notice of Budget Hearing &
Budget Summary and Special Public Hearing; have same be published ; receipt of valuation from
County Assessor ; review lid computation; draft and prepare agenda; draft and prepare minutes and
warrants , send for signatures; prepare Resolution for certification of levies; file same, file adopted
budget with Comity Clerk and State Auditor.
Assist in preparation of budget documents; photocopy minutes for accountants use;
Prepare agendas , minutes and warrants for SID meetings; attend same
Obtain W-9 from individuals/companies for warrants issued
Letter to accountant re: audit
Prepare and file of Certificate of Indebtedness
Telephone conferences and meetings with engineer re: miscellaneous maintenance matters
File requiFed documents with Social Security Administration, IRS and State of Nebraska
Mail out ~099 's and file same with IRS
Various o{her legal matters
Expenses:
FOR SER VICES RENDERED: $10,000.00
Copies & Postage , Publications, Filing $635 .93
Fees, One Call Concepts , Election
Notices and Miscellaneous.
TOTAL AMOUNT NOW DUE: $10,635.93
UIVIB.
UMB Bank, N.A.
P O Box 414589
Kansas City, MO 64141-4589
I
FULLENKAMP, DOYLE & JOBEUN
ATTN:LARRYJOBEUN
11440 W CENTER ROAD -SUITE C
OMAHA, NE 6814414482
Prior Balance:
Payments Received as of June 25, 2021
Adjustments
Outstandi ng Balaj ce:
Current Billing )feriod:
Current Period Febl s
Total Fees Due
Remittance Stub
Invoice Date:
Account Number:
Administrator:
Phone Number:
Email:
$550.00
$ 0.00
$ 0 .00
$550.00
$250.00
$800.00
Account Number:
Invoice Number:
Remit Balance
Invoice 866392
June 28, 2021
185420312
Minda Barr
(515) 368-6064
Minda.Barr@umb.com
185420312
866392
$800.00
Payment Due Upon Receipt
FULLENKAMP, D b YLE & JOBEUN
AITN: LARRY JOBEUN
11440 W CENTER ~OAD -SUITE C
OMAHA, NE 6814t -4482
Mail Payment s To:
UMB Bank, N.A.
Attn: Tru st Fees Department
PO Box 414589
Kansas City, MO 64141-4589
D Check Enclosed$ _______ _
D Charge Account$ _______ _
WIRE PAYMENT INSTRUCTIONS:
UMB Bank, N.A. Kansas City, Missouri
ABA No. 101 000 695
SWIFT BIC/Code UMKCUS44
BNF Account 98 0000 6823
BNF Name Trust
Reference 866392
Attention Fee Processing
UIVIB.
UMB Bank, N.A.
P O Box 414589
Kansas City, MO 64141-4589
ccount Detail
OUGLAS CO 455-19
Transaction Fees
Volume Based
Security
Location
Transaction Type
Disserninatio Agent
Fee
Volume Based Total:
Transaction Fees Total
Account Total
Security
Type
Invoice
Account Number: 185420312
Volume Rate
250.00 1.00
250.00
Fees
250.00
Adjustment
to Min/Max
866392
Location
Total
250.00
250.00
$250.00
$250.00
Page 2 of 3
Kuehl Capital Corporation
14747 California Street , Suite #1
Omaha, NE 68154
Invoice
(402) 391-7977
Bill To:
SID #455 of Douglas County Nebraska
c/o Fullenkamp , Jobeun, Johnson & Beller
Attn : Mr. John Fullenkamp
11440 West Center Road , Ste. C
Omaha , NE 68144-4421
7/21/2021 2518
Description Amount
Financial Advisor/Fiscal Agent Services for Fiscal Year 2021-2022
Annual Flat Fee per Contract
If the District is not on a Cash Basis in the Bond Fund, this must be Paid through the General Fund
We are required by the ~unicipal Securities Rulemaking Board Amended Rule G-10 which became
effective on October 13, 2017 , to provide in writing to our Municipal Advisory clients at the inception of the
municipal advisory relationship and annually thereafter, the following information :
(i) Kuehl Capital Corporation is a registered Municipal Advisor with the U .S . Securities and Exchange
Commission as well as the Municipal Securities Rulemaking Board :
(ii) The website address of the Municipal Securities Rulemaking Board is www.msrb.org; and
(iii) On the Municipal Securities Rulemaking Board 's website is an investor brochure that is available to
you which describes the protections that may be provided by the Municipal Securities Rulemaking Board 's
rules and also the procedures to file a complaint with an appropriate regulatory authority.
If you have any questions , please do not hesitate to call.
Total
Payments/Credits
Balance Due
7,500 .00
$7 ,500 .00
$0.00
$7,500 .00
SID I
Si:RVICcS
SID Services LLC
14747 California Street Ste IA
Omaha, NE 68154
( 402) 504-3967
Bill To
SID #455 of Douglas County Nebraska
c/o Fullenkamp, Jobeun, Johnson & Beller
Attn: Mr. John Fullenkamp
11440 West Center Road, Ste. C
Omaha, NE 68144-4421
Description
Paying Agent and Registrar Annual Fee Prorated from January 1, 2021 to June 30, 2021:
CONSTRUCTION FUND
1;)
I
I
Invoice
Date Invoice#
7/2 8/2021 4
Amount
500.00
I Total $500.00
I
SANITARY AND IMPROVEMENT DISTRICT NO. 455
OFDOUGLASCOUNTY,NEBRASKA
INDIAN CREEK OFFICE PARK
FUND BALANCE AS OF AUGUST 2021:
GENERAL FUND:
BOND FUND:
0/S BONDS
$70,641.18
$343,225.37
$3,600,000
KCC
ODD
INT 2/1
LENGEMANN
OLSSON
TRUSTEES: BRETT GOTTSCH, CHAIRMAN/COMPLIANCE OFFICER
WILLIAM L. GOTTSCH, CLERK
JEFF JACKSON
TAMMY ZVACEK
CHARLES OLSON
2021/2022 Valuation
Levies: Bond Fund
General Fund
Total
$35,337,720 (Growth $2,281,700)
$259,838.26 $0. 735300
$ 58,201.22 $0. 164700
$318,039.48 $0.900000
AGENDA
SANITARY AND IMPROVEMENT DISTRICT NO. 455 OF DOUGLAS COUNTY,
NEBRASKA ON SEPTEMBER 15, 2021
1. Call to Order and Roll Call.
2. Present Open Meetings Act.
3. Present proposed Budget; open floor for public comment; vote on and approve same.
4. Conduct Special Public Hearing to set Property Tax Request at a different amount than the
prior year.
5. Vote on additional 1 % increase of restricted funds.
6. Present Notice of Termination/ Assignment from UMB Bank, N. A.
7. Present statements, vote on and approve payment from the General Fund Account of the
District for the following:
a) Olsson for engineering services. $1,253.75
Inv. #391082
b) UMB Bank N.A., for dissemination agent fees (866392). $250.00
c) Kuehl Capital Corporation for Financial Advisor/Fiscal Agent services $7,500.00
for Fiscal Year 2021-22 (2518).
d) SID Services LLC for Paying Agent and Registrar Annual Fee Prorated $500.00
from January 1, 2021 to June 30, 2021 (4).
e) Lengemann & Associates, P.C., for accounting services (8.18.2021). $6,500.00
f) Fullenkamp, Jobeun, Johnson & Beller for legal services and $10,635.93
reimbursement of expenses (2021 ).
Total $26,639.68
8. Other various items pertaining to the District.