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HomeMy WebLinkAboutPre Sale Report_Oshkosh Series 2021F (GORBs)_2021-8-19 Pre-Sale Report for City of Oshkosh, Wisconsin $6,990,000 General Obligation Refunding Bonds, Series 2021F               Prepared by: Ehlers N21W23350 Ridgeview Parkway West, Suite 100 Waukesha, WI 53188 Advisors: Todd Taves, Senior Municipal Advisor Jon Cameron, Senior Municipal Advisor        BUILDING COMMUNITIES. IT’S WHAT WE DO.   Presale Report City of Oshkosh, Wisconsin Page 1 Proposed Issue: $6,990,000 General Obligation Refunding Bonds, Series 2021F (“Bonds”) Purpose: The proposed issue will refund (refinance) the City’s Series 2012B GO Bonds for debt service savings. Interest rates on the 2012B Bonds to be refunded range from 2.00% to 3.00%. The refunding is expected to reduce debt service expense by approximately $612,000 over the next ten years. The Net Present Value benefit of the refunding is estimated to be $568,000, equal to 8.2% of the refunded principal. Debt service savings will reduce the tax levy as well as payments from Tax Incremental Districts No. 17 and 20 which are allocated portions of the debt service. This refunding is considered “current” under IRS rules as the obligations being refunded will be callable within 90 days of the date of issue of the new Bonds. Authority: The Bonds are being issued pursuant to Wisconsin Statute 67.04 and will be general obligations of the City for which its full faith, credit and taxing powers are pledged. The Bonds count against the City’s General Obligation Debt Capacity Limit of 5% of total City Equalized Valuation. Following issuance of the Bonds, the City’s total General Obligation debt principal outstanding will be approximately $134.4 million, which is 54.3% of its limit. After December 1 principal payments are made on other existing City debt total General Obligation debt principal outstanding will be approximately $121.3 million, which is 49% of its limit with remaining General Obligation borrowing capacity of approximately $126.3 million. Term/Call Feature: The Bonds are being issued for a term of 10 years. Principal on the Bonds will be due on December 1 in the years 2022 through 2031. Interest is payable every six months beginning June 1, 2022. The Bonds will be subject to prepayment at the discretion of the City on December 1, 2028 or any date thereafter. Bank Qualification: Because the City has issued more than $10,000,000 in tax-exempt obligations during the calendar year, the City will be not able to designate the Bonds as “bank qualified” obligations.    EXECUTIVE SUMMARY OF PROPOSED DEBT   Presale Report City of Oshkosh, Wisconsin Page 2 Rating: The City’s most recent bond issues were rated by Moody’s Investors Service. The current ratings on those bonds are “Aa3”. The City will request a new rating for the Bonds. If the winning bidder on the Bonds elects to purchase bond insurance, the rating for the issue may be higher than the City's bond rating if the bond rating of the insurer is higher than that of the City. Basis for Recommendation: Based on our knowledge of your situation, your objectives communicated to us, our advisory relationship as well as characteristics of various municipal financing options, we are recommending the issuance of General Obligation Refunding Bonds as a suitable option based on:  The expectation this form of financing will provide the overall lowest cost of funds while also meeting the City’s objectives for term, structure, and optional redemption.  The City having adequate General Obligation debt capacity to undertake this financing.  The existing General Obligation pledge securing the obligations to be refunded. Method of Sale/Placement: We will solicit competitive bids for the purchase of the Bonds from underwriters and banks and will include an allowance for discount bidding in the terms of the issue. The discount is treated as an interest item and provides the underwriter with all or a portion of their compensation in the transaction. If the Bonds are purchased at a price greater than the minimum bid amount (maximum discount), the unused allowance will be used to reduce your borrowing amount. Premium Pricing: In some cases, investors in municipal bonds prefer “premium” pricing structures. A premium is achieved when the coupon for any maturity (the interest rate paid by the issuer) exceeds the yield to the investor, resulting in a price paid that is greater than the face value of the bonds. The sum of the amounts paid above face value is considered “reoffering premium.” The underwriter of the bonds will retain a portion of this reoffering premium as their compensation (or “discount”) but will pay the remainder of the premium to the City. For this issue of Bonds, any premium amount received will be used to reduce the issue size. These adjustments may slightly change the true interest cost of the original bid, either up or down. We anticipate using any premium amounts received to reduce the issue size. The amount of premium allowed can be restricted in the bid specifications. Restrictions on premium may result in fewer bids but may also eliminate large adjustments on the day of sale and unintended results with respect to debt service payment impacts. Ehlers will identify appropriate premium restrictions for the Bonds intended to achieve the City’s objectives for this financing.   Presale Report City of Oshkosh, Wisconsin Page 3 Parameters: The City Council will be asked to adopt a “Parameters Resolution” on September 28th which delegates authority to the City Manager or Finance Director to accept bids and sign an Approving Certificate for sale of the Bonds provided certain parameters are met. These parameters are:  The par amount of Bonds issued may not exceed $6,990,000.  Principal on the Bonds to be due on December 1 in the years 2022 through 2031 with interest payable every six months beginning June 1, 2022.  That no maturity be increased or decreased by an amount more than $100,000 from the maturity schedule included in the Parameters Resolution.  The maximum annual debt service levy may not exceed $835,000  The True Interest Cost (TIC) may not exceed 2.10%. (The savings estimate included within this Presale Report assumes a TIC of 1.15%).  Minimum purchase price may be no less than 99% of the par amount of Bonds issued. Other Considerations: The Bonds will be offered with the option of the successful bidder utilizing a term bond structure. By offering underwriters the option to “term up” some of the maturities at the time of the sale, it gives them more flexibility in finding a market for your Bonds. This makes your issue more marketable, which can result in lower borrowing costs. If the successful bidder utilizes a term bond structure, we recommend the City retain a paying agent to handle responsibility for processing mandatory redemption/call notices associated with term bonds. Review of Existing Debt: We have reviewed all outstanding indebtedness for the City and find that other than the obligations proposed to be refunded by the Bonds, there are no other refunding opportunities at this time. We will continue to monitor the market and the call dates for the City’s outstanding debt and will alert you to any future refunding opportunities. Continuing Disclosure: Because the City has more than $10,000,000 in outstanding debt (including this issue) and this issue is over $1,000,000, the City will be agreeing to provide certain updated Annual Financial Information and its Audited Financial Statement annually, as well as providing notices of the occurrence of certain reportable events to the Municipal Securities Rulemaking Board (the “MSRB”), as required by rules of the Securities and Exchange Commission (SEC). The City is already obligated to provide such reports for its existing bonds and has contracted with Ehlers to prepare and file the reports.      Presale Report City of Oshkosh, Wisconsin Page 4 Arbitrage Monitoring: The City must ensure compliance with certain sections of the Internal Revenue Code and Treasury Regulations (“Arbitrage Rules”) throughout the life of the issue to maintain the tax- exempt status of the Bonds. These Arbitrage Rules apply to amounts held in construction, escrow, reserve, debt service account(s), etc., along with related investment income on each fund/account. IRS audits will verify compliance with rebate, yield restriction and records retention requirements within the Arbitrage Rules. The City’s specific arbitrage responsibilities will be detailed in the Tax Exemption Certificate and Agreement (the “Tax Compliance Document”) prepared by your Bond Attorney and provided at closing. The Bonds may qualify for one or more exception(s) to the Arbitrage Rules by meeting 1) small issuer exception, 2) spend down requirements, 3) bona fide debt service fund limits, 4) reasonable reserve requirements, 5) expenditure within an available period limitation, 6) investments yield restrictions, 7) de minimis rules, or 8) borrower limited requirements. We recommend that the City review its specific responsibilities related to the Bonds with an arbitrage expert to utilize one or more of the exceptions listed above. We also recommend that you establish written procedures regarding compliance with IRS rules and/or contract with Ehlers to assist you. Risk Factors: Planned Abatement: The City expects to abate a portion of the City debt service with tax incremental revenues from TIDs 17 and 20. In the event these revenues are not available, the City is obligated to levy property taxes in an amount sufficient to make all debt payments. Current Refunding: The Bonds are being issued to finance a current refunding of prior City debt obligations. Those prior debt obligations are callable on or after December 1, 2021.The new Bonds will not be pre-payable until December 1, 2028. This refunding is being undertaken based in part on an assumption that the City does not expect to pre-pay off this debt prior to the new call date and that market conditions warrant the refunding at this time. Other Service Providers: This debt issuance will require the engagement of other public finance service providers. This section identifies those other service providers, so Ehlers can coordinate their engagement on your behalf. Where you have previously used a particular firm to provide a service, we have assumed that you will continue that relationship. For services you have not previously required, we have identified a service provider. Fees charged by these service providers will be paid from proceeds of the obligation, unless you notify us that you wish to pay them from other sources. Our pre-sale bond sizing includes a good faith estimate of these fees, but the final fees may vary. If you have any questions pertaining to the identified service providers or their role, or if you would like to use a different service provider for any of the listed services please contact us. Bond Counsel: Chapman and Cutler LLP Paying Agent: Issuer, unless term bonds offered, then US Bank Rating Agency: Moody's Investors Service, Inc.   Presale Report City of Oshkosh, Wisconsin Page 5 City Council Adopts Parameters Resolution: September 28, 2021 Due Diligence Call to review Official Statement: Week of October 11, 2021 Conference with Rating Agency: Week of October 11, 2021 Distribute Official Statement: October 19, 2021 Estimated Parameters Sale Date: October 27, 2021 Estimated Closing Date: November 18, 2021 Redemption Date for the Obligations Being Refunded: December 1, 2021 Attachments Estimated Sources and Uses of Funds Estimated Debt Service Comparison Bond Buyer Index ELERS’ CONTACTS Todd Taves, Senior Municipal Advisor (262) 796-6173 Jon Cameron, Senior Municipal Advisor (262) 796-6179 Sue Porter, Senior Public Finance Analyst/Marketing Coordinator (262) 796-6167 Kathy Myers, Senior Financial Analyst (262) 796-6177 The Preliminary Official Statement for this financing will be sent to the City Council at their home or email address for review prior to the sale date. PROPOSED DEBT ISSUANCE SCHEDULE EHLERS’ CONTACTS Presale EstimateEst. Sale 10-27-2021Est. Dated 11-18-2021LevyTID 17TID 20G.O. Refunding BondsSeries 2021FTax-ExemptDeposit to Current Refunding FundSeries 2012B G.O. Bonds 4,492,800$ 1,399,075$ 1,708,875$ 7,600,750$ Less Prior Issue Debt Service Funds (412,800)$ (174,075)$ (158,875)$ (745,750)$ Net Deposit to Current Refunding Fund4,080,000$ 1,225,000$ 1,550,000$ 6,855,000$ Estimated Issuance ExpensesEhlers (Municipal Advisor)15,712$ 4,721$ 5,967$ 26,400$ Chapman & Cutler (Bond Counsel)8,927$ 2,682$ 3,391$15,000$ Maximum Discount (Bid Item) 41,600$ 12,500$ 15,800$ 69,900$ Moody's Investors Service (Rating Fee)10,712$3,219$ 4,069$ 18,000$ U.S. Bank (Paying Agent)506$152$192$850$TOTAL TO BE FINANCED4,157,457$ 1,248,274$ 1,579,419$ 6,985,150$ Rounding2,543$ 1,726$ 581$4,850$NET BOND SIZE4,160,000$ 1,250,000$ 1,580,000$ 6,990,000$ 2021 Refunding Bond Sizing Worksheet8/18/2021File: Oshkosh Debt Base Case_2021‐8‐12/Sizing CRFGPage 6 Prior Issue DS FundsLevy SavingsTID 17 SavingsTID 20 SavingsTotal SavingsAmountAmountDatedDatedCall DateCall DateCall AmtCall AmtRate/Term2.000‐3.000%2021‐2031Rate/Term0.150‐1.400%2022‐2031Year Prin (12/1) Rate Interest TotalYear Prin (12/1) Est. Rate1Interest Total2021640,0003.000%211,500 851,5002021(851,500)2022 660,0002.000%192,300 852,300 2022 735,0000.150%53,800 788,80036,351 11,247 15,90163,5002023 675,0002.000%179,100 854,100 2023 740,0000.250%50,823 790,82335,935 13,563 13,78063,2782024 695,0003.000%165,600 860,600 2024 745,0000.400%48,973 793,97339,560 10,700 16,36866,6282025 715,0003.000%144,750 859,750 2025 750,0000.550%45,993 795,99339,800 11,320 12,63863,7582026 725,0003.000%123,300 848,300 2026 740,0000.700%41,868 781,86840,355 12,060 14,01866,4332027 755,0003.000%101,550 856,550 2027 755,0000.850%36,688 791,68836,340 12,920 15,60364,8632028775,0003.000%78,900 853,9002028760,0001.000%30,270 790,27037,460 13,900 12,27063,6302029 600,0003.000%55,650 655,650 2029 580,0001.150%22,670 602,67038,910 0 14,07052,9802030 620,0003.000%37,650 657,650 2030 590,0001.300%16,000 606,00035,690 0 15,96051,6502031635,0003.000%19,050 654,0502031595,0001.400%8,330 603,33037,780 0 12,94050,720Total 7,495,000 1,309,350 8,804,350 Total 6,990,000 355,413 7,345,413 Total 378,181 85,710 143,546607,437 Maturities Subject to Optional Redemption Plus Rounding 2,543 1,726 581 4,850ESTIMATED FUTURE VALUE SAVINGS NET OF COSTS 380,724 87,435 144,128612,287NOTES:1Estimated rates are City of Oshkosh June 8, 2021 sale results (reoffering yields).Existing Debt Service To Be RefundedDebt Service After RefundingIssueGeneral Obligation Corporate Purpose Bonds, Series 2012BIssueGeneral Obligation Refunding Bonds, Series 2021FEstimated Refunding Savings - Series 2012B G.O. BondsPresale Estimate$6,855,000$1,765,000$12,480,000$6,990,00001‐Nov‐1218‐Nov‐2101‐Dec‐211‐Dec‐288/18/2021File: Oshkosh Debt Base Case_2021‐8‐12/2012B GO Savings Page 7 YearPrin (6/1) Est. Rate3Interest TotalYear20224,562,703,300 18,793,202(7,036,014)11,757,1882.58735,000 0.150% 53,800 788,800(182,253) (167,799)12,195,9372.6712,232,288(36,351)202220234,685,520,562 16,957,661(5,414,872)11,542,7892.46740,000 0.250% 50,823 790,823(181,738) (167,120)11,984,7542.5612,020,689(35,935)202320244,811,643,776 15,121,417(4,227,248)10,894,1692.26745,000 0.400% 48,973 793,973(186,300) (166,733)11,335,1092.3611,374,669(39,560)202420254,941,161,931 13,595,156(3,675,872)9,919,2842.01750,000 0.550% 45,993 795,993(185,580) (171,113)10,358,5842.1010,398,384(39,800)202520265,074,166,411 12,041,948(3,133,266)8,908,6821.76740,000 0.700% 41,868 781,868(184,590) (165,233)9,340,7271.849,381,082(40,355)202620275,210,751,059 10,569,266(2,565,538)8,003,7281.54755,000 0.850% 36,688 791,688(183,330) (164,148)8,447,9381.628,484,278(36,340)202720285,351,012,245 9,073,754(2,081,526)6,992,2281.31760,000 1.000% 30,270 790,270(181,800) (167,830)7,432,8681.397,470,328(37,460)202820295,495,048,933 6,903,298(1,081,273)5,822,0251.06580,000 1.150% 22,670 602,670(166,230)6,258,4651.146,297,375(38,910)202920305,642,962,750 6,835,345(1,078,379)5,756,9661.02590,000 1.300% 16,000 606,000(164,390)6,198,5761.106,234,266(35,690)203020315,794,858,0615,311,329(822,329)4,489,0000.77595,000 1.400% 8,330 603,330(167,310)4,925,0200.854,962,800(37,780)203120325,950,842,036 4,430,423(625,404)3,805,0190.6403,805,0190.643,805,0190203220336,111,024,734 4,439,350(616,438)3,822,9130.6303,822,9130.633,822,9130203320346,275,519,174 3,339,944(521,250)2,818,6940.4502,818,6940.452,818,6940203420356,444,441,418 1,914,438(305,713)1,608,7250.2501,608,7250.251,608,7250203520366,617,910,653 1,508,678(200,125)1,308,5530.2001,308,5530.201,308,5530203620376,796,049,272 1,127,766(56,925)1,070,8410.1601,070,8410.161,070,8410203720386,978,982,964 819,8130 819,8130.120819,8130.12819,8130203820397,166,840,802 631,7310 631,7310.090631,7310.09631,7310203920407,359,755,333 623,9940 623,9940.080623,9940.08623,9940204020417,557,862,6690000.00000.0000204120427,761,302,5900000.00000.00002042TOTALS134,038,511(33,442,171)100,596,3396,990,000355,413 7,345,413(1,285,590) (1,667,904)104,988,258TOTALSNOTES:1Value shown for 2022 is 1-1-2021 actual TID OUT EV. Assumes an 2.69% increase each year thereafter which is 50% of the actual past five year average increase.2Includes General Obligation debt, room-tax secured State Trust Fund Loan, and TID 31 SBA Loan.3Estimated rates are City of Oshkosh June 8, 2021 sale results (reoffering yields). Maturities Subject to Optional RedemptionProposed 2021 Refunding BondNet Tax Levy Pre-RefundingEstimated SavingsEstimated Levy Savings$6,990,000Dated 11-18-2021Less TID 17 AllocationLess TID 20 AllocationNet Tax Levy for DebtNet Tax Rate for Debt 2021 G.O. Refunding Bond Structure WorksheetPresale EstimateExisting Debt Only (Less Bonds to be Refunded)Projected Equalized Value1Debt P&I2Total Abatement SourcesNet Tax Levy for DebtNet Tax Rate for DebtG.O. Refunding Bonds, Series 2021F8/18/2021File: Oshkosh Debt Base Case_2021‐8‐12/G.O. Structure CRFGPage 8 5 YEAR TREND IN MUNICIPAL BOND INDICES Source: The Bond Buyer The Bond Buyer “20 Bond Index” (BBI) shows average yields on a group of municipal bonds that mature in 20 years and have an average rating equivalent to Moody’s Aa2 and S&P’s AA. Page 9