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HomeMy WebLinkAboutAgenda - Mail Packet - 5/21/2013 - Council Finance Committee & Ura Finance Committee Agenda - May 20, 2013Council Finance Committee & URA Finance Committee Agenda Planning Calendar 2013 RVSD 5/16/13 KW May 20 TOPIC TIME WHO CFC URA N College Refinance 30 min J. Voss Actuary Annual Pension Valuation Report (GERP) (Milliman) 30 min Joel Stewart URA URA N College Refinance 10 min J. Voss Jun. 17 TOPIC TIME WHO CFC Capital Expansion Fees 50 min J. Ping-Small Private Activity Bond request 15 min S. Kendall RFP Auditor Selection 10 min M. Beckstead 2012 Fund Balance Review 45 min J. Voss URA Jul. 15 TOPIC TIME WHO CFC Auditor 2012 Report 30 min Kevin Smith Revenue Policy Review 45 min J. Ping- Small Assistance Package for Local Company Expansion 30 min S. Kendall Budget Policy Review 30 min L. Pollack URA The Summit (Capstone) update 15 min M. Bolin Aug. 19 TOPIC TIME WHO CFC Utilities Building/Financing 45 min J. Voss/L. Smith Debt Policy Update 15 min J. Voss Transfort Financing 60 Ravenschlag URA Future Council Finance Committee Topics: • RFP for Audit Services, 5 year contract (August 2013) • Policy review – Reserve/Fund Balances (QIII 2013) • Revenue Implications of Annexation • Financial Management Policy Reviews during 2013 – Quarterly Commitments Future URA Committee Topics: Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com AGENDA Council Finance & Audit Committee May 20, 2013 10:00 to 11:00 a.m. CIC Room – City Hall Approval of the Minutes from the March 18, 2013 Meeting 1. URA N College Refinance 30 minutes J. Voss 2. Actuary Annual Pension Valuation Report (GERP) 30 minutes J. Stewart Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com Council Audit & Finance Committee Minutes 3/18/13 10:00 to 12:00 CIC Room Council Attendees: Mayor Karen Weitkunat, Mayor Pro Tem Kelly Ohlson, Ben Manvel Staff: Darin Atteberry, John Voss, Mike Beckstead, Bruce Hendee, John Voss, Jessica Ping-Small, Katie Wiggett Others: Approval of the Minutes of January 14, 2012 Kelley Ohlson moved to approve the minutes for the January 14, 2013 meeting. Ben Manvel seconded the motion. Minutes were approved unanimously. Other Business Mayor Weitkunat moved that the Committee cancel the April meeting to allow for the appointment of new councilmembers. Council agreed. Mike Beckstead asked that the agenda be changed to make “Financial Policy Structure” the last agenda item. Council approved the change. Financial Highlights 2012 John Voss reviewed revenue, expenditures, debt and a summary of fund balances. Highlights include: • Governmental Revenues for 2012 rose 18.5% and Enterprise Revenues rose 10.8%. Sales Tax, Grants and Utility Fees led to higher revenue. Kelley Ohlson noted the important of recognizing that it is outside sources such as grants that have largely driven the revenue increase—not citizens’ taxes. Mike Beckstead noted that the City hit a record high in Sales and Use Tax even without KFCG factored in. This increase primarily reflects an increase in Use Tax collected. Because 2012 finished so strong, the City needs sales tax to grow 1.4% to reach the 2013 budget. • Mayor Weitkunat noted that the chart on Expenditures by Service Area needs more explanation in order to tell a meaningful story. Council agreed. • Per capital debt in 2012 ($987 debt per person) is 45% less than it was in 1986. With the current limit of 15% as established in 1997, there is room for $114 M more debt. Mike noted that debt per capita is one of the chief considerations in Moody’s rating system; our low debt per capita contributes to our AAA rating. Kelley asked why the debt limit established in 1997 is 15% when we have never even hit 10%. Ben noted that perhaps our policy needs to be changed to a 10% limit. • The General Fund balance when combined with the Sales and Use Tax Fund (which was transferred into the General Fund in 2012) increased by $8M in 2012 over 2011 driven by stronger revenue and expenditure underspend Grocery, Property Tax and Utility Rebate Program – 2012 Recap The Finance Department currently administers three rebate programs for low income, senior and disabled residents. The rebates are for Property Tax, Utilities and Sales Tax on Food. In May of 2012, City Council approved changes to the ordinances which improved consistency amongst the rebates, allowed an increased number of residents to qualify for the Property Tax and Utility Refund and simplified the process for applicants. The Sales Tax on Food Rebate was also increased from $40 to $54. In 2012, the number of rebates issued increased 13%. Staff attributes the increase to the improvements made to the program and additional outreach such as distributing to the Poudre School Authority and providing on-site help at the DMA. Goals for 2013: In addition to the standard outreach, staff intends to partner with PSD during their Back-to-School program to distribute information about the rebates. The application will also be translated into Spanish to reach a larger demographic. Kelley said that he is very pleased with the changes to the program. This rebate is vital as long as the City taxes take-home foods; and for many years, it wasn’t universal enough. Kelley encouraged Staff to put together a strong policy/procedure book that details the history of the rebate, including the 2005 election which pushed the importance of improving the rebate program. Such a book would help institutionalize the changes made in the past 8 years. Kelley also asked staff to consider extending the property tax and utility rebates to all applicants under the 50% area median income. Financial Policy Structure John Voss noted that many of the City’s financial policies have fallen out of regular review. Because strong Financial Policies are valuable, Staff plans to make policies more effective in 2013. John listed several deficiencies in the current policies, including a lack of centralization and availability and an inconsistent review cycle. Darin Atteberry noted that this report is not a criticism of what has been done in the past so much as a push to do even better in the future. Kelley said that one policy that may need considered is the way we handle closing out projects, one example of a problematic closeout being the BCC closeout. Ben said that Capital Improvement Plan Policy needs to be fine-tuned this year. Darin agreed that the CIP Policy is a time sensitive issue. Council Direction / Next Steps The Council Finance supports the Financial Highlights 2012 report and hopes to see the document fine- tuned for future Councilmembers review. Staff will work to improve the report and will put a narrative together to better explain the expenditures by service area. Council is pleased with the changes made in 2012 to the Grocery Tax Rebate Program. Staff will research the impact that extending the Property and Utility rebates to all applicants below the 50% medium income would have. Staff will also update the Rebate Policy and Procedure Manuel. Staff will put the possibility of lowering the debt limit on the agenda for future discussion. 1 COUNCIL FINANCE COMMITEE AGENDA ITEM SUMMARY Staff: John Voss, Controller/Assistant Financial Officer Date: May 20, 2013 SUBJECT: A Resolution concerning the Fort Collins Urban Renewal Authority and its Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013 (the “2013 Bonds”), declaring the City Council’s present intent to appropriate funds to replenish the reserve fund securing such bonds, if necessary, and authorizing certain documents and other actions taken in connection therewith. EXECUTIVE SUMMARY: The URA intends to refinance a portion of the debt it originally borrowed from the City in relation to the North College area. Now that an established revenue stream can be shown to investors, private money can be used to replace City money. The 2013 bonds require the URA to establish a debt reserve fund. To further facilitate the credit rating on the replacement debt, the City needs to make a pledge to replenish the debt reserve fund if such funds are ever used to make debt payments. With the City’s pledge, the new URA debt is expected to have an effective interest rate of 2.98%. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED: 1. Does the Committee understand the benefits and risks of a debt service reserve replenishment pledge (Moral Obligation Pledge)? 2. Does the Committee recommend bringing the debt service reserve replenishment pledge resolution to the City Council for consideration? BACKGROUND/DISCUSSION: The North College URA Project Area was created in 2004, allowing the URA to receive incremental property taxes through 2029. Property tax increment revenue in North College was first received in 2007 and the 2012 property taxes payable in 2013 are expected to be $1.3 million. Table 1 - Net Property Tax Increment Revenue $000’s 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 *anticipated A common measure used by lenders in determining risk is the ratio of pledged revenue to debt service, called a coverage ratio. Investors want that ratio to be high – at least 125%. The current revenue of $1.3 million could support up to $1 million a year in debt service. The proposed maximum annual debt service of $890,000 yields a good coverage ratio of 144%. City Loans to URA – The initial financing model adopted for North College has the City providing initial capital through a loan until the tax increment revenue reaches a maturity level that can support external financing to third party investors. The City Council first authorized an 2 Interagency Loan Policy in December 2008, with the most recent amendments approved in December 2012. Eight loans have been made by the City to the URA in the North College District. The first loan has been repaid. Table 2 recaps the current status of the loans. Table 2 – North College Loan Status $000’s Date Project Original Value Current Balance Term Years Rate City Fund Holding 09/06 V. Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/09 N.C. Market Place, phase 1 5,000 4,729 20 2.85% Capital Expansion 12/10 JAX 173 106 5 2.50% Capital Expansion 06/11 NEECO 326 326 10 3.01% Storm Drainage 07/11 Kaufman Robinson 193 193 5 2.46% General Fund 07/11 N.C. Market Place, phase 2 3,000 2,884 19 4.09% Water Fund 08/12 N.C. Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 The proposal is to issue enough debt to takeout $10.94 million in loans to the City, plus interest and debt issue costs. For the following reasons the City loan to the URA that relates to RMI is not being refinanced. • The use of the RMI2 loan proceeds does not qualify the interest to be tax exempt. Therefore the interest rate would be significantly higher. • The new market tax credit deal cannot be refinanced until 2017. • There is not enough revenue capacity to meet external investor expectations. Only about $1 million of the $5.3 million could be considered for refinancing if the favorable coverage ratio was to be preserved. The General Fund is holding the URA loan relating to the RMI2. Later this year the loan will be reallocated and held equally between the General Fund and Capital Expansion Fund. This will free up some monies in the General Fund. Future debt payments by the URA will then be allocated appropriately to each fund. Preliminary Structure of 2013 Bonds – Approximately $11.36 million of bond proceeds will be used to takeout $10.94 million of debt to the City, plus interest of $220,000, and pay debt issue costs of $206,000. Coupon interest rates vary from 2% for near term bonds and 4% for longer term bonds. The collective Net Interest Cost is expected to be 2.98%, which compares favorably to 3.44% weighted average interest rate on the City debt being retired. The interest only payment on December 1, 2013 for $161,000 will be followed by future annual payments that vary from $886,000 to $890,000 through 2029. 3 City Pledge – The Underwriters for the 2013 Bonds have recommended that a debt service reserve fund in the amount of approximately $961,000 would be advisable for marketing the 2013 Bonds and that purchasing a Surety Policy for such amount would be preferable to funding such reserve with cash. The cost of such Surety Policy would be $53,000. If it was ever necessary to draw upon the Surety Policy, the City’s replenishment pledge would repay such draw. Staff prefers the Surety Policy option but will make a decision later based on the potential impact on the credit rating. The replenishment pledge is non-binding and subject to annual appropriation of funds by the City Council in its sole discretion. Sherman & Howard will issue a legal opinion that the City can make this pledge. It is anticipated that the City pledge will result in the replacement debt receiving a credit rating of Aa3. Without the City’s pledge and a proven revenue stream the interest rate would likely be 5% or higher rather than 3%. Concerns about Ability to Make Pledge – Through the adoption of the resolution, the Urban Renewal Authority is issuing property tax increment revenue bonds to refinance loans made by the City to the URA. The loans that are being refinanced by the issuance of those bonds were made by the City to finance public infrastructure. No private improvements were financed through the loans. In order to enhance the marketability of the bonds that are being issued by the URA, staff is recommending that the City Council adopt a resolution pursuant to which the City Council would indicate that, if the reserve fund for the bonds is ever drawn upon, the City Council will consider appropriating funds to replenish the reserve fund. This is not a legally binding obligation but rather is subject to appropriation by the Council, when and if the reserve fund is drawn upon. This is sometimes referred to as a “moral obligation pledge”. Since the City cannot be compelled to appropriate funds, the moral obligation does not create a debt for purposes of the City Charter or the Colorado Constitution. A question has been raised by a local citizen as to whether Council actions such as the making of this moral obligation pledge violates certain provisions of the City Charter. The Charter provisions in question read as follows: ARTICLE V. FINANCE ADMINISTRATION PART I. BUDGET AND FINANCIAL MANAGEMENT Section 15. Appropriations forbidden. No appropriation shall be made for any charitable, industrial, educational, or benevolent purposes to any person, corporation, or organization not under the absolute control of the city, nor to any denominational or sectarian institution or association. (Ord. No. 10, 1991, § 1(a), 2- 19-91, approved, election 4-2-91) Section 16. City not to pledge credit. The city shall not lend or pledge its credit or faith, directly or indirectly, or in any manner to or in aid of any private person or entity for any amount or any purpose whatever, or become responsible for any debt, contract, or liability thereof. (Ord. No. 203, 1986, § 1, Part D, 12-16-86, approved, election 3-3-87; Ord. No. 10, 1991, § 1(a), 2-19-91, approved, election 4-2-91) 4 These charter provisions are, in all material respects, identical to provisions contained in the Colorado Constitution. Thus, the limitations contained in the Charter provisions apply to all Colorado municipalities through the state constitution. In response to the concerns that have been expressed, staff has conferred with both the City Attorney’s Office and the City’s bond counsel to ensure that the proposed transaction does not violate either of the provisions in question. Legal counsel has confirmed the following: Article V, Section 15 of the City Charter is not applicable in this situation because (1) the Urban Renewal Authority is under the absolute control of the City (since its governing body is made up of the same members as the City’s governing body) and it is not a denominational or sectarian institution; and (2) the projects refinanced by the bonds are public infrastructure projects; thus, the bond proceeds are not being used, either directly or indirectly, for a charitable, industrial, educational or benevolent purpose. Article V, Section 16 of the City Charter is not applicable because: (1) the Urban Renewal Authority is a public entity; (2) the City would not incur any indebtedness or other legally binding obligation by making the moral obligation pledge; and (3) as noted above, the projects refinanced by the bonds are public infrastructure projects,. It should be noted that this moral obligation financing structure being recommended by staff is not unique to the City. Other municipalities that have utilized this same procedure in connection with tax increment transactions include the City and County of Denver, the cities of Thornton, Westminster, and Steamboat Springs, and the Town of Avon. The State of Colorado has also used moral obligation financing structures for housing, charter schools and higher education. Cash Flow Projections – The refinancing of this debt will improve the cash flows of the URA and save $922,000 through 2029. Future Financing Model – City staff have communicated to the URA that going forward the City intends to only loan money when alternative financing agreements are not feasible. The reimbursement agreement recently approved for Aspen Heights is an example of the preferred approach for future development agreements. The Aspen Heights developer will be reimbursed over time as revenue is collected, rather than in a lump sum upon completion of the project. Consultants – The URA and City have engaged three firms to help issue the new debt: Sherman & Howard as the Bond Attorney, BLX as the Financial Advisor and RBC Capital Markets as the Bond Underwriters. Timeline – May 16 Send rating documents to Moody’s May 29 Receive credit rating from Moody’s June 4 City Council and URA Board approve refinancing actions June 6 Publish Preliminary Official Statement on internet sites June 18-19 Market Bonds July 9 Closing 5 Council Finance Committee reviewed and tentatively approved the refinancing and the concept of a debt reserve replenishment pledge at their meeting on December 17, 2012. FINANCIAL/ECOMOMIC IMPACTS: The City’s pledge includes a commitment to maintain an unrestricted fund balance in the General Fund in an amount at least equal to the Reserve Fund Requirement, estimated at $961,000. The General Fund can easily meet that requirement because it does not need be separate set aside, but instead maintain unrestricted balances in the aggregate that are greater than the Reserve Fund Requirement. At the end of 2012 the collective unrestricted fund balances in General Fund totaled $37 million. Property tax revenue in the North College URA plan area is unlikely to decline enough to trigger the use of the Debt Service Reserve Fund. The 2013 Bonds will be used to takeout $10.94 million in debt to the City, pay $220,000 of interest and pay $206, 000 in delivery date expenses. Later this summer the City will use some of the returned monies to loan $5 million to the URA for the first Midtown Project – The Summit (Capstone). Council Finance Committee reviewed and tentatively approved the refinancing and the concept of a debt reserve replenishment pledge at their meeting on December 17, 2012. ATTACHMENTS: 1. Preliminary debt structure, prepared by RBC Capital Markets. 2. PowerPoint presentation Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets TABLE OF CONTENTS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Report Page Sources and Uses of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Bond Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Bond Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 1 SOURCES AND USES OF FUNDS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Dated Date 06/20/2013 Delivery Date 06/20/2013 Sources: Bond Proceeds: Par Amount 10,645,000.00 Premium 718,718.60 11,363,718.60 Uses: Project Fund Deposits: Proceeds to Takeout Loans - Principal 10,938,089.54 Proceeds to Takeout Loans - Interest 220,082.29 11,158,171.83 Delivery Date Expenses: Cost of Issuance 104,232.27 Underwriter's Discount 47,902.50 Surety @ 6% (AGM Est) 53,412.00 205,546.77 11,363,718.60 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 2 BOND PRICING Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Maturity Yield to Premium Bond Component Date Amount Rate Yield Price Maturity (-Discount) Serial bonds: 12/01/2014 525,000 2.000% 0.670% 101.912 10,038.00 12/01/2015 540,000 3.000% 0.870% 105.146 27,788.40 12/01/2016 555,000 3.000% 1.100% 106.409 35,569.95 12/01/2017 570,000 3.000% 1.360% 107.053 40,202.10 12/01/2018 590,000 3.000% 1.590% 107.328 43,235.20 12/01/2019 605,000 3.000% 1.830% 107.084 42,858.20 12/01/2020 625,000 3.000% 2.110% 106.103 38,143.75 12/01/2021 640,000 3.000% 2.300% 105.345 34,208.00 12/01/2022 660,000 3.000% 2.490% 104.268 28,168.80 12/01/2023 680,000 3.000% 2.630% 103.359 22,841.20 12/01/2024 700,000 4.000% 2.750% 111.282 C 2.839% 78,974.00 12/01/2025 730,000 4.000% 2.870% 110.136 C 3.017% 73,992.80 12/01/2026 760,000 4.000% 3.000% 108.910 C 3.180% 67,716.00 12/01/2027 790,000 4.000% 3.110% 107.885 C 3.309% 62,291.50 12/01/2028 820,000 4.000% 3.200% 107.055 C 3.409% 57,851.00 12/01/2029 855,000 4.000% 3.270% 106.414 C 3.484% 54,839.70 10,645,000 718,718.60 Dated Date 06/20/2013 Delivery Date 06/20/2013 First Coupon 12/01/2013 Par Amount 10,645,000.00 Premium 718,718.60 Production 11,363,718.60 106.751701% Underwriter's Discount -47,902.50 -0.450000% Purchase Price 11,315,816.10 106.301701% Accrued Interest Net Proceeds 11,315,816.10 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 3 BOND SUMMARY STATISTICS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Dated Date 06/20/2013 Delivery Date 06/20/2013 Last Maturity 12/01/2029 Arbitrage Yield 2.668434% True Interest Cost (TIC) 2.894357% Net Interest Cost (NIC) 2.976786% All-In TIC 3.010203% Average Coupon 3.631204% Average Life (years) 9.629 Duration of Issue (years) 8.157 Par Amount 10,645,000.00 Bond Proceeds 11,363,718.60 Total Interest 3,722,190.69 Net Interest 3,051,374.59 Total Debt Service 14,367,190.69 Maximum Annual Debt Service 890,200.00 Average Annual Debt Service 873,532.96 Par Average Average PV of 1 bp Bond Component Value Price Coupon Life change Serial bonds 10,645,000.00 106.752 3.631% 9.629 7,847.25 10,645,000.00 9.629 7,847.25 All-In Arbitrage TIC TIC Yield Par Value 10,645,000.00 10,645,000.00 10,645,000.00 + Accrued Interest + Premium (Discount) 718,718.60 718,718.60 718,718.60 - Underwriter's Discount -47,902.50 -47,902.50 - Cost of Issuance Expense -104,232.27 - Other Amounts -53,412.00 -53,412.00 -53,412.00 Target Value 11,262,404.10 11,158,171.83 11,310,306.60 Target Date 06/20/2013 06/20/2013 06/20/2013 Yield 2.894357% 3.010203% 2.668434% Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 4 BOND DEBT SERVICE Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Period Ending Principal Coupon Interest Debt Service 12/01/2013 161,290.69 161,290.69 12/01/2014 525,000 2.000% 360,650.00 885,650.00 12/01/2015 540,000 3.000% 350,150.00 890,150.00 12/01/2016 555,000 3.000% 333,950.00 888,950.00 12/01/2017 570,000 3.000% 317,300.00 887,300.00 12/01/2018 590,000 3.000% 300,200.00 890,200.00 12/01/2019 605,000 3.000% 282,500.00 887,500.00 12/01/2020 625,000 3.000% 264,350.00 889,350.00 12/01/2021 640,000 3.000% 245,600.00 885,600.00 12/01/2022 660,000 3.000% 226,400.00 886,400.00 12/01/2023 680,000 3.000% 206,600.00 886,600.00 12/01/2024 700,000 4.000% 186,200.00 886,200.00 12/01/2025 730,000 4.000% 158,200.00 888,200.00 12/01/2026 760,000 4.000% 129,000.00 889,000.00 12/01/2027 790,000 4.000% 98,600.00 888,600.00 12/01/2028 820,000 4.000% 67,000.00 887,000.00 12/01/2029 855,000 4.000% 34,200.00 889,200.00 10,645,000 3,722,190.69 14,367,190.69 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 5 BOND SOLUTION Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Period Proposed Proposed Total Adj Revenue Unused Debt Serv Ending Principal Debt Service Debt Service Constraints Revenues Coverage 12/01/2013 161,291 161,291 1,300,000 1,138,709 805.99816% 12/01/2014 525,000 885,650 885,650 1,300,000 414,350 146.78485% 12/01/2015 540,000 890,150 890,150 1,300,000 409,850 146.04280% 12/01/2016 555,000 888,950 888,950 1,300,000 411,050 146.23995% 12/01/2017 570,000 887,300 887,300 1,300,000 412,700 146.51189% 12/01/2018 590,000 890,200 890,200 1,300,000 409,800 146.03460% 12/01/2019 605,000 887,500 887,500 1,300,000 412,500 146.47887% 12/01/2020 625,000 889,350 889,350 1,300,000 410,650 146.17417% 12/01/2021 640,000 885,600 885,600 1,300,000 414,400 146.79313% 12/01/2022 660,000 886,400 886,400 1,300,000 413,600 146.66065% 12/01/2023 680,000 886,600 886,600 1,300,000 413,400 146.62757% 12/01/2024 700,000 886,200 886,200 1,300,000 413,800 146.69375% 12/01/2025 730,000 888,200 888,200 1,300,000 411,800 146.36343% 12/01/2026 760,000 889,000 889,000 1,300,000 411,000 146.23172% 12/01/2027 790,000 888,600 888,600 1,300,000 411,400 146.29755% 12/01/2028 820,000 887,000 887,000 1,300,000 413,000 146.56144% 12/01/2029 855,000 889,200 889,200 1,300,000 410,800 146.19883% 10,645,000 14,367,191 14,367,191 22,100,000 7,732,809 1 URA Refinancing City Council/URA Board – Finance Committee’s May 20, 2013 2 Overview • City has loaned money to the URA • Looking to refinance some of those loans with external investors • Returns about $11.2 million, including interest, to the City 3 Financing Model for URA Projects • Initial financing model – City provides capital upfront – Until revenue stream is proven – Replace with external financing • Future financing will be similar to Aspen Heights – No lump sum at completion of project – Share percent of revenue as collected – Consider exceptions for special circumstances 4 City Loans to URA for N. College Date Project Orig. Value Current Balance Term Years Rate City Fund Holding 09/06 V. Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/09 N.C. Market Place, phase 1 5,000 4,729 20 2.85% Capital Expansion 12/10 JAX 173 106 5 2.50% Capital Expansion 06/11 NEECO 326 326 10 3.01% Storm Drainage 07/11 Kaufman Robinson 193 193 5 2.46% General Fund 07/11 N.C. Market Place, phase 2 3,000 2,884 19 4.09% Water Fund 08/12 N.C. Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 $000’s 5 North College TIF District • Created in 2004, expires in 2029 • Increment on property taxes, none on sales tax • Property tax increment revenue started flowing in 2007 • Revenue is now mature and stable, more attractive to investors * anticipated 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 Tax Increment Revenue $000s 6 City Pledge Highlights • Pledging to replenish URA’s debt service reserve fund, if it were to used to make debt payments – Non-binding; pledge is to consider replenishing – However, not honoring the pledge would significantly impact the City’s credit rating and ability to borrow money in future • Commits the General Fund to maintain unrestricted fund balance at least equal to the Reserve Fund Requirement – Estimated reserve required is $961,000 – Current unrestricted balance is $37 million – Does not require a special set aside in the General Fund 7 Concerns about Ability to Pledge • Article V, Section 15 Appropriations Forbidden, No appropriation shall be made for any charitable, industrial, educational, or benevolent purposes to any person, corporation, or organization not under the absolute control of the city, nor to any denominational or sectarian institution or association. • does not apply because: 1. URA is under absolute control of City 2. Projects being refinanced were for public infrastructure projects 8 Concerns about Ability to Pledge • Article V, Section 16 City not to pledge credit, The city shall not lend or pledge its credit or faith, directly or indirectly, or in any manner to or in aid of any private person or entity for any amount or any purpose whatever, or become responsible for any debt, contract, or liability thereof. • does not apply because: 1. URA is public entity 2. Moral obligation is not debt or legal obligation 3. Projects refinanced are public infrastructure projects 9 Pledge is Not Unique • The same tax increment financing procedure is used by – City & County of Denver – City of Thornton – City of Westminster – City of Steamboat Springs – Town of Avon • State of Colorado uses moral obligation financing structures for housing, charter schools and higher education. 10 2013 Bonds (preliminary) • 2.98% Interest Rate, lower than City rate • 16 year term • Saves the URA $922,000 through 2029 Bond Proceeds $11,364 Costs of Issuance (206) Repay City Loans with interest $11,158 11 Next Steps • May 16 complete credit application • May 29 receive credit rating from Moody’s • June 4 City Council/URA Board actions • June 6 publish Preliminary Official Statement • June 18-19 market the bonds • July 9 closing 12 13 Sources and Use of Funds Sources Bond Proceeds Par Amount $10,645 Premium 719 11,364 Uses Project Fund Deposits Takeout Loans-Principal $10,938 Takeout Loans-Interest 220 11,158 Delivery Date Expenses Cost of Issuance 105 Underwriters Discount 48 Surety (6% AGM) 53 206 11, 364 $000’s 1 COUNCIL FINANCE COMMITTEE AGENDA ITEM SUMMARY Staff: John Voss, Controller / Assistant Financial Officer Harold Hall, Investment Administrator Presenter: Joel Stewart, Milliman SUBJECT: Review of the 2013 Actuarial Valuation of the General Employees’ Retirement Plan for year ending 2012. EXECUTIVE SUMMARY: The Actuarial Valuation review covers Plan highlights, economic and demographic assumptions, unfunded actuarial accrued liabilities, and the solvency /sensitivity model. BACKGROUND/DISCUSSION: Review the Plan’s Actuarial valuation for year ending 2012 and discuss the impact to the plan from investment return sensitivity. The Plan investment return assumption was lowered for year 2012 to 6.8% from 7.8% based on the actuary estimate of the 50 th percentile for expected returns. This change increased the unfunded liability by $3.7 million. The General Employees’ Retirement Committee reviewed the 2013 actuary report in March and approved the report at their April 11 th meeting. FINANCIAL/ECOMOMIC IMPACTS: The 2012 investment return of 11.6% exceeded the Plan return assumption of 6.8%. Positive investment returns added to supplemental and payroll contributions exceeded retiree payouts which contributed to a year over year market value increase of $2.5 million. The future impact to the Plan from the increase in market value is a projected reduction in the end date for supplemental contributions from year 2042 to year 2033. The market value calculation recognizes total asset gains and losses in the current year. Supplemental contribution end dates fluctuate annually based on actual Plan economic and demographic performance. The unfunded liability of the Plan however increased in 2012 from $13.8 million to $15.7 million. The unfunded liability calculation recognizes one-fifth of the asset gains and losses from each of the previous five years. Total asset gains or losses for years 2008 to 2012 were $-15.2M, $6.8M, $1.1M, $-4.2M, and $1.5M respectively. The asset loss recognized in year 2012 is $1.9M. STAFF RECOMMENDATION: Staff recommends the City continue to fund the current $1.12M supplemental contribution. ATTACHMENTS: 1. Actuarial Valuation presentation. Council Finance Committee Meeting May 20, 2013 GERP Actuarial Valuation January 1, 2013 Joel Stewart, ASA, EA, MAAA This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 1 Agenda  Highlights  Assumptions  Unfunded Actuarial Accrued Liabilities – Actuarial Liability – Actuarial Value of Assets – Entry Age Normal Cost Method  Gain / Loss Review  Solvency Model / Sensitivity This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 2 2013 Actuarial Valuation Report Highlights This work product was prepared solely to provide assistance to the City of Fort Collins and the General Employees’ Retirement Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work.  There were 454 members reported on January 1, 2013, 140 of whom were active members who continue to accrue benefits under the plan. The remaining 314 were inactive members retaining benefits under the plan, including 185 members currently receiving monthly benefits.  The plan assets returned 11.6% during the 2012 plan year on a market value basis. The average annual return over the last 19 years is 5.8%. The assumed rate of return for the 2012 plan year was 6.8%.  At the end of 2012, the market value of assets was $39,489,447, up from the previous year ending market value of $37,015,380.  As of January 1, 2013, the ratio of the actuarial value of assets to the actuarial liability was 71.2%. The ratio of the market value of assets to the actuarial liability was 72.2%.  The Unfunded Actuarial Liability on January 1, 2013 was $15.7 million, an increase from $13.8 million on January 1, 2012. 3 Assumptions This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 2 Types of Assumptions Economic • Inflation – 2.5% • Investment Return – 6.8% • Salary Scale – graded by age, 4.5% to 3.6% Demographic • Mortality – predicts life expectancy increases • Retirement – graded by age 55 to 69 • Termination – graded by age • Form of payment – 30% will elect a lump sum 4 Historical Return on MVA 21.1% -3.5% -4.0% -9.3% 18.8% 9.5% 8.5% 13.6%12.2% -26.5% 20.5% 11.1% -3.1% 11.6% -30% -20% -10% 0% 10% 20% 30% 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Assumed Return Actual Return This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 5 Liabilities Actuarial Liability $54,682,992 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. Note: 109 of the 140 Active Participants on January 1, 2013 are retirement eligible. 6 Entry Age Normal Cost Method – 1/1/2013 $15,742,554 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. $54,682,992 Actuarial Liability $38,940,438 Assets Unfunded (UAL) 7 Solvency Projections • The following graphs show the historical results of the solvency projections, from 2010 through the current year. • Each year we update the solvency projection to reflect the current year’s actuarial valuation results, including the actual return on assets for the current year. • Historical asset returns for the last few years are as follows: 2010: 11.1% 2011: -3.1% 2012: 11.6% This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 8 Valuation Date: 1/1/2011 Future Return on Assets: 7.5% Base Contribution Rate: 10.5% Supplemental Contributions: $232,000 for 2011-12, $967,000 for 2013, $740,000 for 2014-31 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 Millions Market Value of Assets Contributions Benefit Payments 9 Valuation Date: 1/1/2012 Future Return on Assets: 6.8% Base Contribution Rate: 10.5% Supplemental Contributions: $290,000 for 2012, $1,120,000 for 2013 - 2042 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 Millions Market Value of Assets Contributions Benefit Payments 10 Valuation Date: 1/1/2013 Future Return on Assets: 6.8% Base Contribution Rate: 10.5% Supplemental Contributions: $1,120,000 for 2013 - 2033 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 Millions Market Value of Assets Contributions Benefit Payments 11 Sensitivity • The actual cost of the plan is based on the actual benefits that will ultimately be paid. Therefore we want the assumptions modeling the expected future benefit payments to be as good as possible. • The following pages show the sensitivity of the projection to various asset returns. • The table below summarizes the Unfunded Actuarial Liability (UAL) at 1/1/2013 under various return assumptions. This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. 6.8% 5.8% 7.8% Actuarial Liability $54.7m $60.9m $49.5m AV of Assets $38.9m $38.9m $38.9m UAL $15.7m $22.0m $10.6m 12 Valuation Date: 1/1/2013 Future Return on Assets: 5.8% Base Contribution Rate: 10.5% Supplemental Contributions: $1,120,000 for 2013 - 2033 This work product was prepared solely to provide assistance to the City of Fort Collins and the Council Finance Committee. It may not be appropriate for other purposes. Milliman does not intend to benefit and assumes no duty or liability to other parties who receive this work. $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 Millions Market Value of Assets Contributions Benefit Payments Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com AGENDA Urban Renewal Authority Board Finance Committee May 20, 2013 11:00 to noon CIC Room – City Hall Approval of the Minutes from the December 17, 2012 Meeting 1. URA N College Refinance 10 min J. Voss Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com URA Finance Committee Meeting Minutes 12/17/12 11:00 to 12:00 CIC Room Committee Members: Mayor Karen Weitkunat, Mayor Pro Tem Kelly Ohlson, Ben Manvel Staff: Darin Atteberry, John Voss, Mike Beckstead (via conference call),Mindy Pfleiger, Chris Donegon, Megan Bolin, Josh Birks, Bruce Hendee, Harold Hall, Heather Shepherd Others: Jim Manire of BLX; Developers Charlie Vater, Larry Owens, Dan Fredericks, Rick Shannon URA Project This is the first meeting of the Urban Renewal Authority Finance Committee. Members of the Committee are: Mayor Karen Weitkunat Kelly Ohlson Ben Manvel Darin Atteberry Josh Birks presented some information to the Committee on the Aspen Heights project. Josh said it is still very early in the process and agreement negotiation has not yet begun. Megan Bolin reviewed specifics of the project • Northwest corner of Redwood Street and re-aligned Vine Drive • 220 units, student-oriented housing • 62 duplexes • 76 multi-family units • 82 single-family units • 712 bedrooms for individual leasing Offsite Street Improvements Developer = $135,139 City = $639,122 URA Total = $764,156 • $685,401 – Streets • $63,756 - Landscaping • $15,000 – CLOMR/LOMR • Stormwater Detention Improvements Developer = $547,385 URA Total = $558,187 • $537,410 – NECCO piping • $13,500 – Trees • $7,277 - Environmental mitigation Financial Request: Total Project Cost $46,538,171 Projected Actual Value $34,000,000 Projected Annual Tax Increment $174,641 Total Property Tax Increment Expected $2,794,253 Total TIF Requested $784,934 % of Tax Increment Requested 28%* Potential Bridge Loan for NECCO Improvements $537,410 Ben Manvel and Kelly Ohlson stated that they would prefer some dollar amounts or estimate for projects even if it is still early in the process. Josh said direction is being sought from this committee on the structure of the deal, which could include either 1. A one-time reimbursement payment plan 2. A multi-year payout Direction Sought 1. Does the Committee believe the financial request of the URA is reasonable? 2. Should staff proceed with negotiating and drafting a Redevelopment Agreement with the Developer? 3. Does the Committee have a preference for the Redevelopment Agreement structure? • Developer builds infrastructure and gets repaid. • City builds infrastructure and gets repaid. Kelly Ohlson stated that while the project seems reasonable, he is still not convinced. Karen W. said that this is a beneficial project since it will improve the storm water situation in the area. Developer Rich Shannon said he wanted to point out that none of the improvements made will benefit the project directly but they will be completed anyway. Kelly Ohlson stated that generally, he agrees with the project and improvements but he wants to ensure the outcome is what is best for the City, and is not 'overly generous' for the developers. Ben Manvel said he has a few reservations about the project costs, and he would like to get more detailed information on Loan terms, but acknowledges that everyone, not just Aspen Heights, will benefit from new sidewalks, street improvements, etc. Karen Weitkunat prefers more fully developed information be presented in future, if this Committee is being asked for recommendations. 1 AGENDA TEMPLATE – URA BOARD Staff: John Voss, Controller/Assistant Financial Officer SUBJECT: Resolution of the Board of Commissioners of the Fort Collins Urban Renewal Authority authorizing, approving and directing the issuance, sale and delivery by the Authority of Tax Increment Revenue Refunding Bonds (North College Avenue Project) Series 2013(the “2013 Bonds”), in the maximum aggregate principal amount of $11,800,000; approving documents in connection therewith; and ratifying prior actions. EXECUTIVE SUMMARY: Property tax revenue in the North College Plan Area has matured and is therefore attractive to outside investors. The City is going to make a pledge to replenish the URA’s debt service reserve fund if such funds are ever used to make debt service payments. Such a pledge is subject to annual appropriation of funds by the City Council in its sole discretion. Their pledge improves the credit rating on the 2013 Bonds. With the City’s pledge, the 2013 Bonds are expected to have an effective interest rate of 2.98%. BACKGROUND/DISCUSSION: The Underwriters for the 2013 Bonds have recommended that a debt service reserve fund in the amount of $961,000 would be advisable for marketing the 2013 Bonds and that purchasing a Surety Policy for such an amount would be preferable to funding such a reserve with cash. The cost of such a Surety Policy would be $53,000. If it was ever necessary to draw upon the Surety Policy, the City’s replenishment pledge would repay such draw, subject to annual appropriation. Staff prefers this option but will make a decision later based on the potential impact to the credit rating. It is anticipated the City’s pledge will result in a credit rating of Aa3. Without the City’s pledge and a proven revenue stream the interest rate would likely be 5% or higher rather than 3%. Revenue – The North College URA Project Area was created in 2004, allowing the URA to receive incremental property taxes through 2029. Collection of property tax increment revenue in North College began in 2007 and the 2012 property taxes payable in 2013 are expected to be $1.3 million. Table 2 - Net Property Tax Increment Revenue $000’s 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 *anticipated A common measure used by lenders in determining risk is the ratio of pledged revenue to debt service, called a coverage ratio. Investors want that ratio to be high; at least 125%. The current revenue of $1.3 million could support up to $1 million a year in debt service. The proposed maximum annual debt service of $890,000 yields a good coverage ratio of 144%. Preliminary Structure of Replacement Debt – Approximately $11.36 million of bond proceeds will be used to takeout $10.94 million of debt to the City, plus interest of $220,000, and 2 pay debt issue costs of $206,000. Coupon interest rates vary from 2% for near term bonds and 4% for longer term bonds. The collective Net Interest Cost is expected to be 2.98%, which compares favorably to 3.44% weighted average interest rate on the debt being retired. The interest only payment on December 1, 2013 for $161,000 will be followed by future annual payments that vary from $886,000 to $890,000 through 2029. City Loans to URA – The initial financing model adopted for North College has the City providing initial capital through a loan until the tax increment revenue reaches a maturity level that can support external financing to third party investors. Eight loans have been made by the City to the URA in the North College District. The first loan has been repaid. Table 2 recaps the current status of the loans. Table 1 – North College Loan Status $000’s Date Project Original Value Current Balance Term Years Rate City Fund Holding 09/06 V. Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/09 N.C. Market Place, phase 1 5,000 4,729 20 2.85% Capital Expansion 12/10 JAX 173 106 5 2.50% Capital Expansion 06/11 NEECO 326 326 10 3.01% Storm Drainage 07/11 Kaufman Robinson 193 193 5 2.46% General Fund 07/11 N.C. Market Place, phase 2 3,000 2,884 19 4.09% Water Fund 08/12 N.C. Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 The proposal is to issue enough debt to takeout $10.94 million in loans to the City, plus interest and debt issue costs. For the following reasons, the City loan to the URA that relates to RMI is not being refinanced. • The use of the RMI loan proceeds does not qualify the interest to be tax exempt. Therefore the interest rate would be significantly higher. • The new market tax credit deal cannot be refinanced until 2017. • There is not enough revenue capacity to meet external investor expectations relating to coverage ratios. Only about $1 million of the $5.3 million could be considered for refinancing if the favorable coverage ratio was to be preserved. Future Financing Model – City staff have communicated to the URA that going forward the City intends to only loan money when alternative financing agreements are not feasible. The reimbursement agreement recently approved for Aspen Heights is an example of the preferred approach for future development agreements. The Aspen Heights developer will be reimbursed over time as revenue is collected, rather than in a lump sum upon completion of the project. Timeline – May 9 Complete application for credit rating with Moody’s 3 May 17 Receive credit rating from Moody’s May 22 Publish Preliminary Official Statement on Internet Sites June 4-6 Market Bonds June 20 Closing Consultants – The URA and City have engaged three firms to help issue the new debt: Sherman & Howard as the Bond Attorney, BLX as the Financial Advisor and RBC Capital Markets as the Bond Underwriters. FINANCIAL/ECOMOMIC IMPACTS: The replacement debt will take out $10.94 million in debt to the City, pay $220,000 of interest and pay $206, 000 in delivery date expenses. It should be noted that later this summer the City will use some of the returned monies to loan $5 million to the URA for the first Midtown Project – The Summit (Capstone). The initial savings in 2013 is $643,000 and cumulative savings through 2029 that will total $922,000. Table 3 000s Before 2013 Refinancing 2012 2013 2014 2015 2016 Cash In-flows Property Tax Increment $ 907 $ 1,285 $ 1,310 $ 1,310 $ 1,337 Other Inflows 109 97 95 92 97 Loan Proceeds 2,700 Total Inflows 3,716 1,382 1,405 1,402 1,433 Cash Out-flows Operating Costs (132) (235) (263) (268) (272) Project Costs (3,718) (212) Subordinate Debt Service (645) (804) (1,539) (1,008) (1,162) Total Outflows (4,496) (1,251) (1,802) (1,276) (1,434) Net Cash Flow (780) 130 (397) 126 (0) Beginning Cash 2,531 1,751 1,881 1,485 1,611 Ending Cash 1,751 1,881 1,485 1,611 1,611 Table 4 000s After 2013 Refinancing 2012 2013 2014 2015 2016 Cash In-flows Property Tax Increment $ 907 $ 1,285 $ 1,310 $ 1,310 $ 1,337 Other Inflows 109 97 100 97 103 Loan Proceeds 2,700 Refinancing Proceeds 11,364 Total Inflows 3,716 12,745 1,410 1,407 1,440 Cash Out-flows Operating Costs (132) (235) (263) (268) (272) Project Costs (3,718) (212) Debt Service 2013 Bonds (161) (886) (890) (889) Subordinate Debt Service (645) (663) (133) (133) Bond Issue Costs (206) Takeout loans plus interest (11,158) Total Outflows (4,496) (11,972) (1,812) (1,290) (1,293) Net Cash Flow (780) 773 (402) 117 146 Beginning Cash 2,531 1,751 2,524 2,122 2,239 Ending Cash 1,751 2,524 2,122 2,239 2,385 Table 5 Increase In Ending Cash 2012 2013 2014 2015 2016 $ 0 $ 643 $ 638 $ 628 $ 774 4 STAFF RECOMMENDATION: Staff recommends adoption of the Resolution. BOARD OR COMMISSION RECOMMENDATION: Council Finance Committee reviewed and tentatively approved the refinancing and the concept of a debt reserve replenishment pledge at their meeting on December 17, 2012. PUBLIC OUTREACH: None. ATTACHMENTS: 1. Preliminary debt structure, prepared by RBC Capital Markets, April 22, 2013. Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets TABLE OF CONTENTS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Report Page Sources and Uses of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Bond Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Bond Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 1 SOURCES AND USES OF FUNDS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Dated Date 06/20/2013 Delivery Date 06/20/2013 Sources: Bond Proceeds: Par Amount 10,645,000.00 Premium 718,718.60 11,363,718.60 Uses: Project Fund Deposits: Proceeds to Takeout Loans - Principal 10,938,089.54 Proceeds to Takeout Loans - Interest 220,082.29 11,158,171.83 Delivery Date Expenses: Cost of Issuance 104,232.27 Underwriter's Discount 47,902.50 Surety @ 6% (AGM Est) 53,412.00 205,546.77 11,363,718.60 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 2 BOND PRICING Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Maturity Yield to Premium Bond Component Date Amount Rate Yield Price Maturity (-Discount) Serial bonds: 12/01/2014 525,000 2.000% 0.670% 101.912 10,038.00 12/01/2015 540,000 3.000% 0.870% 105.146 27,788.40 12/01/2016 555,000 3.000% 1.100% 106.409 35,569.95 12/01/2017 570,000 3.000% 1.360% 107.053 40,202.10 12/01/2018 590,000 3.000% 1.590% 107.328 43,235.20 12/01/2019 605,000 3.000% 1.830% 107.084 42,858.20 12/01/2020 625,000 3.000% 2.110% 106.103 38,143.75 12/01/2021 640,000 3.000% 2.300% 105.345 34,208.00 12/01/2022 660,000 3.000% 2.490% 104.268 28,168.80 12/01/2023 680,000 3.000% 2.630% 103.359 22,841.20 12/01/2024 700,000 4.000% 2.750% 111.282 C 2.839% 78,974.00 12/01/2025 730,000 4.000% 2.870% 110.136 C 3.017% 73,992.80 12/01/2026 760,000 4.000% 3.000% 108.910 C 3.180% 67,716.00 12/01/2027 790,000 4.000% 3.110% 107.885 C 3.309% 62,291.50 12/01/2028 820,000 4.000% 3.200% 107.055 C 3.409% 57,851.00 12/01/2029 855,000 4.000% 3.270% 106.414 C 3.484% 54,839.70 10,645,000 718,718.60 Dated Date 06/20/2013 Delivery Date 06/20/2013 First Coupon 12/01/2013 Par Amount 10,645,000.00 Premium 718,718.60 Production 11,363,718.60 106.751701% Underwriter's Discount -47,902.50 -0.450000% Purchase Price 11,315,816.10 106.301701% Accrued Interest Net Proceeds 11,315,816.10 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 3 BOND SUMMARY STATISTICS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Dated Date 06/20/2013 Delivery Date 06/20/2013 Last Maturity 12/01/2029 Arbitrage Yield 2.668434% True Interest Cost (TIC) 2.894357% Net Interest Cost (NIC) 2.976786% All-In TIC 3.010203% Average Coupon 3.631204% Average Life (years) 9.629 Duration of Issue (years) 8.157 Par Amount 10,645,000.00 Bond Proceeds 11,363,718.60 Total Interest 3,722,190.69 Net Interest 3,051,374.59 Total Debt Service 14,367,190.69 Maximum Annual Debt Service 890,200.00 Average Annual Debt Service 873,532.96 Par Average Average PV of 1 bp Bond Component Value Price Coupon Life change Serial bonds 10,645,000.00 106.752 3.631% 9.629 7,847.25 10,645,000.00 9.629 7,847.25 All-In Arbitrage TIC TIC Yield Par Value 10,645,000.00 10,645,000.00 10,645,000.00 + Accrued Interest + Premium (Discount) 718,718.60 718,718.60 718,718.60 - Underwriter's Discount -47,902.50 -47,902.50 - Cost of Issuance Expense -104,232.27 - Other Amounts -53,412.00 -53,412.00 -53,412.00 Target Value 11,262,404.10 11,158,171.83 11,310,306.60 Target Date 06/20/2013 06/20/2013 06/20/2013 Yield 2.894357% 3.010203% 2.668434% Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 4 BOND DEBT SERVICE Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Period Ending Principal Coupon Interest Debt Service 12/01/2013 161,290.69 161,290.69 12/01/2014 525,000 2.000% 360,650.00 885,650.00 12/01/2015 540,000 3.000% 350,150.00 890,150.00 12/01/2016 555,000 3.000% 333,950.00 888,950.00 12/01/2017 570,000 3.000% 317,300.00 887,300.00 12/01/2018 590,000 3.000% 300,200.00 890,200.00 12/01/2019 605,000 3.000% 282,500.00 887,500.00 12/01/2020 625,000 3.000% 264,350.00 889,350.00 12/01/2021 640,000 3.000% 245,600.00 885,600.00 12/01/2022 660,000 3.000% 226,400.00 886,400.00 12/01/2023 680,000 3.000% 206,600.00 886,600.00 12/01/2024 700,000 4.000% 186,200.00 886,200.00 12/01/2025 730,000 4.000% 158,200.00 888,200.00 12/01/2026 760,000 4.000% 129,000.00 889,000.00 12/01/2027 790,000 4.000% 98,600.00 888,600.00 12/01/2028 820,000 4.000% 67,000.00 887,000.00 12/01/2029 855,000 4.000% 34,200.00 889,200.00 10,645,000 3,722,190.69 14,367,190.69 Apr 22, 2013 3:18 pm Prepared by RBC Capital Markets Page 5 BOND SOLUTION Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | 4/16/13 Market Rates **Preliminary Numbers - Subject to Change** Period Proposed Proposed Total Adj Revenue Unused Debt Serv Ending Principal Debt Service Debt Service Constraints Revenues Coverage 12/01/2013 161,291 161,291 1,300,000 1,138,709 805.99816% 12/01/2014 525,000 885,650 885,650 1,300,000 414,350 146.78485% 12/01/2015 540,000 890,150 890,150 1,300,000 409,850 146.04280% 12/01/2016 555,000 888,950 888,950 1,300,000 411,050 146.23995% 12/01/2017 570,000 887,300 887,300 1,300,000 412,700 146.51189% 12/01/2018 590,000 890,200 890,200 1,300,000 409,800 146.03460% 12/01/2019 605,000 887,500 887,500 1,300,000 412,500 146.47887% 12/01/2020 625,000 889,350 889,350 1,300,000 410,650 146.17417% 12/01/2021 640,000 885,600 885,600 1,300,000 414,400 146.79313% 12/01/2022 660,000 886,400 886,400 1,300,000 413,600 146.66065% 12/01/2023 680,000 886,600 886,600 1,300,000 413,400 146.62757% 12/01/2024 700,000 886,200 886,200 1,300,000 413,800 146.69375% 12/01/2025 730,000 888,200 888,200 1,300,000 411,800 146.36343% 12/01/2026 760,000 889,000 889,000 1,300,000 411,000 146.23172% 12/01/2027 790,000 888,600 888,600 1,300,000 411,400 146.29755% 12/01/2028 820,000 887,000 887,000 1,300,000 413,000 146.56144% 12/01/2029 855,000 889,200 889,200 1,300,000 410,800 146.19883% 10,645,000 14,367,191 14,367,191 22,100,000 7,732,809