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HomeMy WebLinkAboutCouncil Presentation - Reso 2024-009 COUNCIL_PRESENTATION_Marana,_T_of_REV_&_REF_2024_1-5-24MAPANA AZ Town of Marana, Arizona Pledged Excise Tax Revenue Obligations, Series 2024 Pledged Excise Tax Revenue Refunding Obligations, Series 2024 Information in Connection with the Issuance of Pledged Excise Tax Revenue Obligations Tuesday, January 16, 2024 Tax -Exempt Interest Rate Movement STIFEU Public Finance 5% 4% 3% v 2% 1% 0% N N N N 5 fa 30-Year MMD 10-Year MMD r_� r-i N N fV N N N m m m m m N N N N N N rV N N N N N N Q (/7 > z C L Q (n > z Q cn m N O z Sources: TM3. As of December29, 2023. Page 2 _ STIFEU Public Finance Municipal Market Update Week of January 2, 2024 RATE DATA TODAY WEEK PRIOR MONTH PRIOR YEAR PRIOR AAA GO 2 YEAR 2.52 2.54 2.83 2.60 5 YEAR 2.28 2.28 2.57 2.52 10 YEAR 2.28 2.28 2.61 2.63 15 YEAR 2.77 2.79 3.13 3.15 20 YEAR 3.08 3.11 3.44 3.37 30 YEAR 3.42 3.47 3.77 3.58 US TREASURY 2 YEAR 4.25 4.30 4.61 4.43 5 YEAR 3.85 3.89 4.19 4.00 10 YEAR 3.88 3.90 4.25 3.88 30 YEAR 4.03 4.05 4.42 3.96 FED FUNDS 5.25-5.50 5.25-5.50 5.25-5.50 4.25-4.50 PRIME RATE 8.50 8.50 8.50 7.50 Page 3 Public Policy Objectives STIFEU Public Finance New Money Obligations 1. Issue Revenue Bonds to fund $51.15 million (total project costs of $64 million) for the Community Center and Aquatic Center 2. Manage interest costs by investing any unspent bond proceeds until draws are needed 3. Pay debt service with the special 0.50% TPT tax 4. Pay off bonds early with any excess collections from the 0.50% special TPT tax ■ Estimated actual payback period using Town's project would be approximately 6 years from the closing date of the issue Refunding Obligations 1. Issue Refunding Bonds to refinance the Town's outstanding 2013 and 2017C bonds for debt service savings 2. Estimated savings are currently $210,000 per year / $2 million on a net present value basis / 9.0% net present value savings as a percent of refinanced principal Page 4 Preliminary Bond Market Update and Interest Rates STIFEU Public Finance Town of Marana Credit Ratings: The Town currently has a very strong credit rating of AA from S&P Type of Bonds to be Issued: Source of Repayment: Amortization Period: Pledged Excise Tax Revenue Obligations 0.50% special TPT tax 20 years Estimated Tax -Exempt Interest Rates: 2.55% - 3.98% (new money series / 5-year prepayment feature) 2.55% - 2.85% (refunding series) Estimated Debt Service Structure and Alternatives: See Pages 7 and 8 herein Page 5 STIFEU Public Finance Pledged Excise Tax Revenues Category Town Sales Tax (a) State -shared Sales Taxes State -shared Income Taxes Licenses and permits Fines and forfeitures and Actual 2018/19 2019/20 2020121 2021/22 2022/23 $ 37,562,162 $ 39,415,820 $ 41,600,386 $ 46,602,074 $ 59,564,053 4,524,009 4,872,825 5,816,852 7,324,638 8,114,630 5,424,305 6,078,686 7,007,072 6,771,044 10,413,667 5,774,930 6,021,017 7,248,432 11,190,222 7,776,633 527,447 515,514 436,491 383,241 364,942 $ 53,812,853 $ 56,903,862 $ 62,109,233 $ 72,271,219 $ 86,233,925 (a) Does not include any restricted use sales tax collections (for example, the 0.50% sales tax dedicated to Marano Community Center and Aquatic Center and amounts that are restricted for tourism purposes from the Additional Bed Tax). Amounts collected from the 0.50% sales tax are available to pay debt service on the Obligations issued for the Marana Community Center and Aquatic Center, but are not pledged as legal security for the Obligations. Page 6 Estimated Debt Service Requirements and Coverage* STIFEL Public Finance 20 YearAmortization (1) (2) (3) (4) (5) (6) (7) (8) Fiscal Year 2022/23 Pledged Outstanding Revenues Debt Service $86,233,925 5-year Principal call feature The Obligations* Estimated Interest Debt Service Total Estimated Annual Debt Service Requirements* Projected Maximum Annual Debt Service Coverage 2023/24 $8,265,572 $2,650,000 $1,004,167 $3,654,167 $11,919,739 2024/25 8,280,033 1,380,000 2,277,500 3,657,500 11,937,533 7.22x 2025/26 7,620,886 1,445,000 2,208,500 3,653,500 11,274,386 2026/27 7,625,136 1,520,000 2,136,250 3,656,250 11,281,386 2027/28 7,682,636 1,595,000 2,060,250 3,655,250 11,337,886 2028/29 3,750,136 1,675,000 1,980,500 3,655,500 7,405,636 2029/30 3,790,836 1,760,000 1,896,750 3,656,750 7,447,586 2030/31 3,847,136 1,845,000 1,808,750 3,653,750 7,500,886 2031/32 3,882,386 1,940,000 1,716,500 3,656,500 7,538,886 2032/33 3,871,636 2,035,000 1,619,500 3,654,500 7,526,136 2033/34 3,861,886 2,135,000 1,517,750 3,652,750 7,514,636 2034/35 3,857,886 2,245,000 1,411,000 3,656,000 7,513,886 2035/36 3,619,886 2,355,000 1,298,750 3,653,750 7,273,636 2036/37 3,623,086 2,475,000 1,181,000 3,656,000 7,279,086 2037/38 3,608,979 2,600,000 1,057,250 3,657,250 7,266,229 2038/39 2,620,612 2,725,000 927,250 3,652,250 6,272,862 2039/40 2,600,276 2,865,000 791,000 3,656,000 6,256,276 2040/41 2,576,836 3,005,000 647,750 3,652,750 6,229,586 2041/42 2,573,636 3,155,000 497,500 3,652,500 6,226,136 2042/43 56,836 3,315,000 339,750 3,654,750 3,711,586 2043/44 56,836 3,480,000 174,000 3,654,000 3,710,836 2044/45 56,836 56,836 2045/46 56,836 56,836 2046/47 56,836 56,836 $48,200,000 $28,551,667 $76,751,667 $164,424,814 * Subject to change. Outstanding debt service shown is not inclusive of the savings to be achieved through the Refunding Bonds. Page 7 Estimated Debt Service Requirements and Coverage* Projected Early Payoff Schedule STIFEL Public Finance (1) (2) (3) (4) 5-year call feature The Obligations* Fiscal Year 2022/23 Principal Estimated Interest 2023/24 $2,660,000 $1,004,167 2024/25 1,380,000 2,277,000 2025/26 1,450,000 2,208,000 2026/27 1,525,000 2,135,500 2027128 1,600,000 2,059,250 2028/29 31,565,000 1,979,250 2029/30 8,020,000 401,000 $48,200,000 $12,064,167 Debt Service $3, 664,167 3,657,000 3,658,000 3,660,500 3,659,250 33,544,250 Projected excess collections used 8,421,000 to prepay bonds after year 5 $60, 264,167 * Subject to change. Assumes the Bonds are sold with a 5-year prepayment option. Page 8 Refunding Bonds* Current Projected Savings (1) (2) (3) (4) (5) (6) (7) Maturity Year 1uz4 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Totals 2,653,500 3,196,250 3,195,000 3,193,250 3,190,750 1,967,250 2,007,950 2,064,250 2,099,500 2,088,750 2,079,000 $ 27,735,450 Savings Refunding BondsEstimated Interest $ 2,005,000 $ 421,563 $ 2,426,563 $ 226,937 $ 224,030 2,060,000 911,500 2,971,500 224,750 215,554 2,165,000 808,500 2,973,500 221,500 205,909 2,270,000 700,250 2,970,250 223,000 200,923 2,385,000 586,750 2,971,750 219,000 191,250 1,300,000 467,500 1,767,500 199,750 169,081 1,375,000 402,500 1,777,500 230,450 189,135 1,495,000 333,750 1,828,750 235,500 187,416 1,605,000 259,000 1,864,000 235,500 181,644 1,675,000 178,750 1,853,750 235,000 175,673 1,900,000 95,000 1,995,000 84,000 60,872 $ 20,235,000 $ 5,165,063 $ 25,400,063 $2,335,387 $ 2,001,486 Net PV Savings: Net PV Savings as a Percent of Refunded Bonds: STIFEL Public Finance Tax Status Issuance Date ParAmount Refunded Par Avg. Ref. Coupon All -In TIC Escrow Yield Positive Arbitrage Avg. Life (Years) NPV Savings ($) NPV Savings (%) Avg Annual Savings Total Savings Tax -Exempt 2/1/2024 $20,235,000 $22,130,000 4.85% 2.89% 5.42% $125,135 5.11 $2,001,486 9.04% $212,308 $2,335,387 ✓ Replace 2013 and 2017C Bonds with an average interest rate of 4.85% with Refunding Bonds at a 2.89% interest rate ✓ Average of $210,000 per year in cash flow savings ✓ $2.0 million of net present value savings ✓ 9.0% net present value savings as a percent of refinanced principal ($22,130,000) ✓ 3.0% is generally considered an efficient refinancing * Subject to change. Page 9 Tentative Financing Calendar * STIFEU Public Finance Town Council considers a Resolution, that among other things, gives authority January 16th to the Town Manager, Deputy Town Manager and Finance Director to effectuate the transaction (assumes emergency clause adoption). January 17th Receive credit rating and distribute bond offering document (Preliminary Official Statement) to prospective investors. Week of nd to Price the Town's Obligations in the market, subject to market conditions. January 22 or 29 Week of Closing. Funds wired to the Town's Bond Trustee. Net Obligation Proceeds are February 12th or 19th then available for the Project. * Preliminary, subject to change. Page 10 Disclosure STIFEU Public Finance Stifel, Nicolaus & Company, Incorporated ("Stifel") has been engaged or appointed to serve as an underwriter or placement agent with respect to a particular issuance of municipal securities to which the attached material relates and Stifel is providing all information and advice contained in the attached material in its capacity as underwriter or placement agent for that particular issuance. As outlined in the SEC's Municipal Advisor Rule, Stifel has not acted, and will not act, as your municipal advisor with respect to the issuance of the municipal securities that is the subject to the engagement. Stifel is providing information and is declaring to the proposed municipal issuer that it has done so within the regulatory framework of MSRB Rule G-23 as an underwriter (by definition also including the role of placement agent) and not as a financial advisor, as defined therein, with respect to the referenced proposed issuance of municipal securities. The primary role of Stifel, as an underwriter, is to purchase securities for resale to investors in an arm's-length commercial transaction. Serving in the role of underwriter, Stifel has financial and other interests that differ from those of the issuer. The issuer should consult with its own financial and/or municipal, legal, accounting, tax and other advisors, as applicable, to the extent it deems appropriate. These materials have been prepared by Stifel for the client or potential client to whom such materials are directly addressed and delivered for discussion purposes only. All terms and conditions are subject to further discussion and negotiation. Stifel does not express any view as to whether financing options presented in these materials are achievable or will be available at the time of any contemplated transaction. These materials do not constitute an offer or solicitation to sell or purchase any securities and are not a commitment by Stifel to provide or arrange any financing for any transaction or to purchase any security in connection therewith and may not be relied upon as an indication that such an offer will be provided in the future. Where indicated, this presentation may contain information derived from sources other than Stifel. While we believe such information to be accurate and complete, Stifel does not guarantee the accuracy of this information. This material is based on information currently available to Stifel or its sources and is subject to change without notice. Stifel does not provide accounting, tax or legal advice; however, you should be aware that any proposed indicative transaction could have accounting, tax, legal or other implications that should be discussed with your advisors and/or counsel as you deem appropriate. Page 11