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CR 06-145 Authorize Call of a Serial Bond for Meadow Creek Condominium Project Area One December 19,2006 Council Report 2006-145 AUTHORIZE CALL OF A SERIAL BOND FOR MEADOW CREEK CONDOMINIUM PROJECT AREA ONE ProDosed Action Staff recommends approval of the following motion: Adopt Resolution No. 2006-089 authorizing the redemption of callable Taxable General Obligation Housing Improvement Bond. Series 1995. for the Meadow Creek Condominium proiect. Adoption of this motion will result in the bonds being called on February 1,2007. Overview The City of Hopkins issued Taxable General Obligation Housing Improvement bonds, Series 1995 in 1995. Seven serial bonds issued are callable. The cost of calling one of the callable bonds is $65,000. The debt service fund for these bonds has the capacity to call the bond this year and continue having available funds for future debt and interest payments. The savings of interest on this bond is $5,000. The lost earning potential of using the funds to call the bond is approximately $2,000. This is a net savings of approximately $3,000. Primary Issues to Consider The finance plan for the housing improvement project includes paying the association any excess fees collected after payment of principal, interest and related costs of the bonds. In 2004 the city had collected excess fees to enable two bond payments to be called early eliminating two year's interest for this bond. In addition to this savings, the city will be able to step up the bond payment schedule by one year, having an over all savings impact of$51,000 by 2011. The bond to be called this year has an interest rate of7.5% and matures on February 1,2008. By redeeming this bond we are saving the difference between what finance can earn on the investment of the principal amount of the bonds and what the interest rate on the bonds is. Currently, investments are earning on average 3.5% with long-term investments earning up to 3% interest. As stated previously, the approximate savings is $3,000. The unforeseen future rate of collection is the risk variable involved with the early redemption of this bond. The current collection rate for this project is high at 98%. In the event that collections decrease in future years, there will be a fund balance that comprises 25% of any debt service payment to help offset a bad collection year. By calling this bond early, the Meadow Creek Association will inherit a greater amount of funds at the end of the debt service payments, allowing for future improvements to the Meadow Creek Condominiums. Staff Recommendation Finance recommends adopting the resolution redeeming the callable bond described therein. SUDDortim! Information Resolution No. 2006-089 ~~ Christine M Harkess, CPA, CGFM Finance Director CITY OF HOPKINS HENNEPIN COUNTY, MINNESOTA RESOLUTION 2006-89 RESOLUTION PROVIDING FOR THE CALL OF $65,000 TAXABLE GENERAL OBLIGATION HOUSING IMPROVEMENT BOND, SERIES 19.95 WHEREAS, the City Council of the City of Hopkins, Minnesota has determined that it is desirable to redeem the City's $65,000 of callable Taxable General Obligation Housing Improvement Bonds, Series 1995; and WHEREAS, the City has identified the bond as CUSIP #439866PDO (185328622) dated issue of September 1, 1995; NOW, THEREFORE, BE IT RESOLVED by the City Council of Hopkins, Minnesota, as follows: 1. Authorization: The City Council hereby authorizes Bankers Trust to redeem in full the callable Taxable General Obligation Housing Improvement Bond, Series 1995, dated September 1, 1995, as described above. 2. Terms of the Bond. The terms and conditions of the Bond allow for the call of the serial bond described above. 3. Intent. It is the intent of the City of Hopkins to call such bond as it deems appropriate and desirable. Adopted by the City Council of the City of Hopkins held this 19th day of December, 2006. Eugene Maxwell, Mayor ATTEST: Terry Obermaier, City Clerk