HomeMy WebLinkAbout1985-12-13 MinutesMINUTES OF A SPECIAL MEETING OF THE
FAYETTEVILLE CITY BOARD OF DIRECTORS
AND
NORTHWEST ARKANSAS RESOURCE RECOVERY AUTHORITY
A joint meeting of the Fayetteville City Board of Directors and the
Northwest Arkansas Resource Recovery Authority was held on Friday,
December 13, 1985 at 1:00 P.M. in Room 326 of City Hall, 113 West
Mountain Street, Fayetteville, Arkansas.
PRESENT: Mayor Noland; City Directors Bumpass, Hess, Lancaster,
Martin and Orton (presentfor the City Board and the
Authority); Acting City Manager James Murphy, Finance
Director Scott Linebaugh, City Attorney Jim McCord;
Authority Members Butch Bartholomew and George Brooks
(as proxy for Peg Anderson; Project Director Louis
Watts, members of the press and audience
ABSENT: Director Johnson
Mayor Noland called a special meeting of the Fayetteville Board of
Directors to order, with six Directors present.
Chairperson Marion Orton called the meeting of the Northwest Arkansas
Resource Recovery Authority to order, with three present.
Finance Director Linebaugh noted that the purpose of the meeting was
to consider final approval for the issuance and sale of $22,405,000
in tax exempt bonds by the Authority. Linebaugh explained the sale
of the bonds before December 31 is necessary to preserve the present
advantages of tax exempt financing for the construction of a solid
waste disposal and resource recovery facility. Linebaugh reported
that Manufacturers Hanover Trust Company has agreed to purchase all
of the $22,405,000 bond issue - to be sold at par as one-year "put"
bonds, to be re -marketed as long term bonds one year from the date
of delivery. Linebaugh stated the interest rate on the "put" bonds
is fixed at 6% for one year. Linebaugh noted if escrow is "broken"
early, the bondholder (Manufacturers Hanover) will have to be "made
whole", i.e. paid an amount equivalent to the additional interest
which would have accrued over the remainder of the year plus any expenses
incurred by the bondholder due to the early "break". Linebaugh explained
that the "made whole" payment can be minimized by breaking escrow
for only the amount needed from bond proceeds to make monthly payments
to the contractor -- and by using Fayetteville sanitation fund surplus
monies to make the first payments to the contractor.
The City Attorney, in answer to a question from Director Lancaster,
explained that no new tax reform law has yet been passed -- that the
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House Ways and Means Committee has adopted a final version and the
Administration has a slightly different tax proposal. McCord explained
that, under both proposals, there would be adverse consequences to
tax exempt financing. McCord noted that if the proposed tax reform
legislation is not adopted this year but is introduced again next
year, it still impairs the ability of bond counsel to render unqualified
opinions.
404.2 Linebaugh noted the long term bonds will be sold as variable rate
securities with a provision for conversion to a fixed interest rate.
Linebaugh stated if a construction contract is not executed within
one year, the "put" bonds will be redeemed from bond proceeds and
investment earnings. Linebaugh stated it had been hoped initially
that net bond proceeds and investment earnings would be sufficient
to pay all principal and interest. Because of recent adverse market
changes, the investment earnings under a guaranteed investment contract
plus net bond proceeds will not be sufficient to pay all principal
and interest should there be a mandatory redemption at the end of
the one year escrow period. Linebaugh reported that any "shortfall"
should be less than $50,000, if the project does not go forward.
City Attorney McCord pointed out that, if the project goes forward,
all initial issuance costs will be recouped from investment earnings
during the escrow and construction periods.
404.3 In answer to a question from Director Lancaster, City Attorney McCord
explained that this type financing preserves the ability to finance
the project with tax exempt bonds which, when compared to conventional
financing, would save approximately $500,000 in annual debt service,
or $12 million in total debt service.
404.4 Director Lancaster asked, if the project does not go forward, is there
a guarantee that the "shortfall" costs would be no more than $50,000.
Charles Crow explained the borrowing rate is guaranteed, but that
the question at this time is the investment rate. Crow added that
when that rate is known, the exact amount of the shortfall can be
calculated. Crow explained that conditions are such that. Crow noted
that, as a result, banks are giving very conservative investment bids,
ranging from 7.01 to 7.60.
404.5 Linebaugh referred to a detailed explanation (in his December 13 memo
to the Board) of issuance costs for the project, totaling $433,525.
Linebaugh pointed out some project expenses which are not issuance
costs: HDR Engineer of Record fee, not to exceed $70,000, and LeBoeuf
law firm fee of about $68,000 for drafting and negotiating construc-
tion and management agreements. Linebaugh noted that HDR had submitted
a statement thus far in the amount of $38,000. Linebaugh added that
both these fees would have to be paid regardless of whether the project
goes forward. City Attorney McCord noted these expenses are eligible
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December 13, 1985
to be paid out of bond proceeds upon permanent financing. In answer
to a question from Director Bumpass, Linebaugh stated that about $500,000
had been expended on the project to date.
Linebaugh explained the bond purchaser is requiring that, at closing,
an amount equivalent to issuance costs be deposited with the trustee
and pledged toward payment of the principal and interest on the bonds.
Linebaugh explained this means $433,525 would have to be deposited
in an escrow account to insure that there are no "non -asset" bonds
should the Treasury Department issue a ruling which requires redemption
of the "put" bonds prior to expiration of the one year escrow period.
Linebaugh added that this means the Fayetteville Board of Directors
would have to adopt a resolution, appropriating $433,525 out of the
Sanitation Fund surplus. City Attorney McCord explained that, as
investment income from invested bond proceeds accrues, the need for
this "hedge" reduces accordingly.
Crow, after conferring by telephone, advised the Board that the investment
rate of 7.90% he quoted earlier is no longer a firm rate. McCord
advised that the Board of Directors cannot be expected to make a decision,
until a commitment can be obtained for an investment rate on the bond
proceeds, and the amount of any shortfall can be determined. Crow
stated that Monday, December 16, would probably be the earliest time
more information would be forthcoming.
McCord suggested that, if the Board wished to eliminate the need for
calling another meeting, they could choose to approve a resolution,
contingent upon obtaining an investment contract that limited the
potential shortfall to a specified dollar amount.
Crow advised that, as of today, Manufacturers Hanover is offering
a rate of 6%, which Crow noted may not remain firm until Monday.
Crow noted that the Board would be "very fortunate" to obtain an investment
contract at a 7.75% rate. Linebaugh estimated the shortfall to be
approximately $74,000, based on that rate.
Director Orton stated she would be in favor of voting for the 6% offered
by Manufacturers Hanover if the amount of shortfall does not exceed
$75,000. Orton suggested that, if the shortfall resulted in an amount
above $75,000, the Board would meet again to consider the matter further.
Crow calculated that, at an investment rate of 7.75%, the exact amount
of shortfall would be $77,461. It was agreed that Crow would contact
the bank in an attempt to obtain a firm commitment.
Director Bumpass commented that "the economics made sense" at the
time he initially voted against, but that now the economics don't
make sense. Mayor Noland commented that the economics made sense
from the standpoint that "we're potentially losing $80,000 to retain
tax-exempt status". Director Martin commented that, although there
are two investment advisors for the project, only one of them has
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406.1 been heard from at this time. Louis Watts stated that Chuck Devers,
of A. G. Edwards, is checking into State and Local Government rates
at this time. Director Martin commented that he didn't think the
Board was in the business of "taking open-ended financial risks with
taxpayers' money".
406.2 Crow reported that, as a result of a telephone call to the bank, he
learned that "no bond purchaser wants to hold a bond purchase agreement
over the weekend" and he was unable to obtain a commitment to the
6% rate over the weekend. Crow added that he should have more information
by 1:00 P.M. on Monday, December 16.
406.3 It was decided that the Board would meet again on Monday, December
16 at 2:00 P.M.
406.4 The meeting was adjourned at about 2:40 P.M.