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HomeMy WebLinkAboutDrinking Water Facility Loan PresentationDRINKING WATER FACILITY LOAN Department of Environmental Quality (DEQ) PROJECT DETAILS Major upgrade to our water facilities occurred from Fiscal Year (FY) 2016 up until (FY) 2022 Provided the needed production, storage, and delivery capacity to meet the current water demands and future water demands as our population grows Expenses totaled over $11,229,000 City Submitted 11 ORF Reimbursement requests adding up to $11,100,000 DEQ covered that total cost,but also provided principal forgiveness of $2,211,250 As draws occurred, interim interest was added Final Payoff Amount was $9,425,549.21 through 3/18/22 PAYOFF TERMS AND OPTIONS Advised by DEQ to keep the 30-year term at interest of 1.75% City had option to pay down as much as desired up front and amortize the rest City can paydown the loan as quickly as desired with no prepayment penalties City will maintain a minimum reserve of $319,274 in the Diversified Bond Fund during the life of loan STAFF PAYOFF RECOMMENDATIONS Pay down $2 Million up front and amortize balance remaining of $7,425,549.21 Annual payment $319,273.18 38%to be paid by operating reserves 62% to be paid by capacity reserves Reason for $2 Million paydown was based on cash flow needs after reviewing the 2022-2025 Capital Improvement Plan (CIP) City can reinvest any current reserves on a two year plus agency or treasury investment near or above the 1.75%rate Reserves left if pay $2 million now Operating Reserve $ 6,935,236 as of 9/30/21 (Debt Remaining $ 4,603,840.51) Capital Reserve $1,473,000 as of 9/30/21 (Debt Remaining $ 2,821,708.70) Consider not charging for the debt in the user rates, as long sufficient reserves are in place to pay the debt MOTION REQUESTED FROM COUNCIL Motion to have Mayor sign Promissory Note and accept proposed amortization schedule (see attached) $2 Million to be wired by 3/18/22