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R2010-034 - 2010-03-08 RESOLUTION NO. R2010 -34 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS, APPROVING A BOND ORDER OF BRAZORIA COUNTY MUNICIPAL UTILITY DISTRICT NO. 6 AUTHORIZING THE ISSUANCE OF $2,555,000 UNLIMITED TAX REFUNDING BONDS, SERIES 2010. WHEREAS, the Brazoria County Municipal Utility District No. 6 (the "District is located within the extraterritorial jurisdiction of the City of Pearland, Texas (the "City and WHEREAS, by Resolution No. R 86 -7, dated February 10, 1986, the City consented to the creation of the District, and placed certain conditions on the issuance of bonds by the District, including the approval by the City Council of the District's issuance of such bonds; and WHEREAS, the City Council has considered the District's proposed $2,555,000 Unlimited Tax Refunding Bonds, Series 2010, and has found it to be acceptable; now, therefore, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS: Section 1. All of the matters and facts set forth in the preamble hereof are true and correct. Section 2. The bond order of the board of directors of Brazoria County Municipal Utility District No. 6, authorizing the issuance of its $2,555,000 Unlimited Tax Refunding Bonds, Series 2010, is hereby approved. Section 3. This Resolution shall take effect immediately from and after its passage in accordance with the provisions of the Charter of the City of Pearland and it is accordingly so resolved. RESOLUTION NO. R2010 -34 PASSED, APPROVED and ADOPTED this the 8 day of March, A. D., 2010. v 0-1:4 T EID MAYOR ATTEST: NGj• I RJ�� Y S RETAR APPROVED AS TO FORM: art"— DARRIN M. COKER CITY ATTORNEY 2 - - RBC Capital Markets® Eugene B. Shepherd 1:7 Managing Director Fixed Income Banking ;RBC;® 1001 Fannin Street,Suite 1200 Houston,Texas 77002 Phone:(713)651-3338 Fax:(713)651-3347 Eugene.Shepherd@rbccm.com February 12,2010 RECEIVED FEB17 2009 Mr.Darrin M. Coker arif ATTORNEY City Attorney City of Pearland 3519 Liberty Drive Pearland,TX 77581 Re: $2,555,000 (approximate) Brazoria County Municipal Utility District No. 6 Unlimited Tax Refunding Bonds, Series 2010 Dear Mr. Coker: At the regular monthly Board of Directors Meeting of the Brazoria County Municipal Utility District No. 6 (the "District"), the Board authorized our firm and Bond Counsel, Schwartz, Page & Harding, L.L.P. to proceed with the details relating to a refunding for the District's Series 2000 Bonds. The purpose of the refunding would be to lower the District's total debt service payments. The District respectfully requests Council's review and approval of the request to issue Series 2010 Refunding Bonds. The Bonds should be sold during the month of'March, 2010. Review and approval by the Council at the earliest Council meeting would be greatly appreciated. I am enclosing a summary of the results of the refunding. The reduction in total debt service is approximately $186,000, which is 6.68% of the Bonds being refunded. The average maturity of the refunding bonds is 6.235 years. The average life of the Bonds being refunded is 6.42 years; therefore,no extension of final maturity. Thank you very much for your consideration of our request. If you have any questions, please do not hesitate in telephoning me at 713/651-3338. Sincerely yours, Eugene B. Shepherd Managing Director EBS/rr cc: Peter Harding, Schwartz, Page&Harding, L.L.P. Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 1 SUMMARY OF REFUNDING RESULTS Brazorla County Municipal Utility District#6 Refund Case ------------------ A+BQScale plus 15 bps-01/25/2010 Dated Date 04/01/2010 Delivery Date 04/01/2010 Arbitrage yield 3.351765% Escrow yield 0.11066B% Bond Par Amount 2,555,000.00 True interest Cost 3.543739% Net Interest Cost 3.559527% Average Coupon 3.594776% Average Life 6.235 Par amount of refunded bonds 2,425,000.00 Average coupon of refunded bonds 5.715915% Average life of refunded bonds 6.417 PV of prior debt to 04/01/2010 @ 3.361766% 2,757,120.38 Net PV Savings 162,153.54 Percentage savings of refunded bonds 6.686744% Percentage savings of.refunding bonds 6.346518% Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.OI5 BrazoriaMUD6;BMUD6-REF,REF) Page 2 SOURCES AND USES OF FUNDS Brazoria County Municipal Utility District H6 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Sources: Bond Proceeds: Par Amount 2,555,000.00 Original Issue Discount -17,807.65 • Premium 48,972.60 2,586,164.95 Other Sources of Funds: Prior Debt Service Funds 11,486.04 2,597,650.99 Uses: Refunding Escrow Deposits: Cash Deposit 0.84 SLGS Purchases 2,492,766.00 2,492,766.84 Cost of Issuance: Other Cost of Issuance 76,650.00 Underwriter's Discount: Other Underwriter's Discount 25,550.00 Other Uses of Funds: Additional Proceeds 2,684.15 2,597,650.99 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 3 SUMMARY OF BONDS REFUNDED Brazoria County Municipal Utility District tt6 Refund Case A+BQScale plus 15 bps-01/25/2010 Maturity Interest Par Call . Call Bond Date Rate Amount Date Price Unlimited Tax Bonds,Series 2000,2000: SERIAL 09/01/2011 5.450% 180,000.00 09/01/2010 100.00D 09/01/2012 5.500% 195,000,00 09/01/2010 100.000 09/01/2013 5.600% 205,000.00 09/01/2010 100.000 09/01/2014 5.650% 220,000,00 09/01/2010 100.000 09/01/2015 5.700% 230,000.00 09/01/2010 100.000 09/01/2016 5.750% 245,000.00 09/01/2010 100.000 09/01/2017 5.800% 260,000.00 09/01/2010 100.000 09/01/2018 5.850% 280,000.00 09/01/2010 100.000 09/01/2019 5.900% 295,000.00 09/01/2010 100.000 09/01/2020 5.500% 315,000,00 09/01/2010 100.000 • 2,425,000.00 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:8MUD6-REF,REF) Page 4 SAVINGS Brazoria County Municipal Utility District H6 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Present Value Prior Prior Prior Refunding Annual to 04/01/2010 Date Debt Service Receipts Net Cash Flow Debt Service Savings Savings @ 3.3617661% 04/01/2010 11,486.04 -11,486.04 -11,486.04 -11,486.04 09/01/2010 68,916.25 68,916.25 36,695.31 32,220.94 20,734.90 31,776.45 03/01/2011 68,916.25 68,916.25 44,034.38 24,881.88 24,132.98 09/01/2011 248,916.25 248,916.25 259,034.38 -10,118.13 14,763.75 -9,651.36 03/01/2012 64,011.25 64,011.25 40,809.38 23,201.88 21,765.69 09/01/2012 259,011.25 259,011.25 265,809.38 -6,798.13 .16,403.75 -6,271.90 03/01/2013 58,648.75 58,648.75 37,434.38 21,214.38 19,248.68 09/01/2013 263,648.75 263,648.75 267,434.38 -3,785.63 17,428.75 -3,378.07 03/01/2014 52,908.75 52,908.75 33,984.38 18,924.38 16,607.86 09/01/2014 272,908.75 272,908.75 273,984.38 -1,075.63 17,848.75 •928.35 03/01/2015 46,693.75 46,693.75 30,384.38 16,309.38 13,843.66 09/01/2015 276,693.75 276,693.75 275,384.38 1,309.38 17,618.75 1,093.05 03/01/2016 40,138.75 40,138.75 26,096.88 14,041.88 11,528.16 09/01/2016 285,138.75 285,138.75 281,096.88 4,041.88 18,083.75 3,263.46 03/01/2017 33,095.00 33,095.00 21,634.38 11,460.63 9,100.48 09/01/2017 293,095.00 293,095.00 286,634.38 6,460.63 17,921.25 5,045.35 03/01/2018 25,555.00 25,555.00 16,334.38 9,220.63 7,081.71 09/01/2018 305,555.00 305,555.00 301,334.38 4,220.63 13,441.25 3,187.98 03/01/2019 17,365.00 17,365.00 11,346.88 6,018.13 4,470.54 09/01/2019 312,365.00 312,365.00 301,346.88 11,018.13 17,036.25 8,049.47 03/01/2020 8,662.50 8,662.50 5,909.38 2,753.13 1,978.09 09/01/2020 323,662.50 323,662.50 310,909.38 12,753.13 15,506.25 9,011.51 3,325,906.25 11,486.04 3,314,420.21 3,127,632.81 186,787.40 186,787.40 •159,469.39 Savings Summary PV of savings from cash flow 159,469.39 Plus:Refunding funds on hand 2,684.15 Net PV Savings 162,153.54 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 5 BOND DEBT SERVICE Brazoria County Municipal Utility District#6 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Period Ending Principal Coupon Interest Debt Service 09/01/2010 36,695.31 36,695.31 03/01/2011 44,034.38 44,034.38 09/01/2011 215,000 3.000% 44,034.38 259,034.38 03/01/2012 40,809.38 40,809.38 09/01/2012 225,000 3.000% 40,809.38 265,809.38 . 03/01/2013 37,434.38 37,434.38 09/01/2013 230,000 3.000% 37,434.38 267,434.38 03/01/2014 33,984.38 33,984.38 09/01/2014 240,000 1.000% 33,984.38 273,984.38 03/01/2015 30,384.38 30,384.38 09/01/2015 245,000 3.500% 30,384.38 275,384.38 03/01/2016 26,096.88 26,096.88 09/01/2016 255,000 3.500% 26,096.88 281,096.88 03/01/2017 21,634.38 21,634.38 09/01/2017 265,000 4.000% 21,634.38 286,634.38 03/01/2018 16,334.38 16,334.38 09/01/2018 285,000 3.500% 16,334.38 301,334.38 03/01/2019 11,346.88 11,346.88 09/01/2019 290,000 3.750% 11,346.88 301,346.88 03/01/2020 5,909.38 5,909.38 • 09/01/2020 305,000 3.875% 5,909.38 310,909.38 2,555,000 572,632.81 3,127,632.81 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 6 ESCROW REQUIREMENTS Brazoria County Municipal Utility District 06 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Period Principal Ending Interest Redeemed Total 09/01/2010 68,916.25 2,425,000.00 2,493,916.25 68,916.25 2,425,000.00 2,493,916.25 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazorlaMUD6:BMUD6-REF,REF) Page 7 ESCROW DESCRIPTIONS Brazoria County Municipal Utility District#6 Refund Case A+BQScale plus 15 bps-01/25/2010 Type of Type of Maturity First Int Par Max Security SLGS Date Pmt Date Amount Rate Rate Apr 1,2010: SLGS Certificate 09/01/2010 09/01/2010 2,492,766 0.110% 0.110% 2,492,766 SLGS Summary SLGS Rates File 25JAN10 Total Certificates of indebtedness 2,492,766.00 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 8 ESCROW COST Brazoria County Municipal Utility District N6 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Type of Maturity Par Total Security Date Amount Rate Cost SLGS 09/01/2010 2,492,766 0.110% 2,492,766.00 2,492,766 2,492,766.00 Purchase Cost of Cash Total Date Securities Deposit Escrow Cost 04/01/2010 2,492,766 0.84 2,492,766.84 2,492,766 0.84 2,492,766.84 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 9 ESCROW CASH FLOW Brazorla County Municipal Utility District#6 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Net Escrow Date Principal interest Receipts 09/01/2010 2,492,766.00 1,149.40 2,493,915.40 2,492,766.00 1,149.40 2,493,915.40 Escrow Cost Summary Purchase date 04/01/2010 Purchase cost of securities 2,492,766.00 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 10 ESCROW SUFFICIENCY Brazorla County Municipal Utility District 116 Refund Case A+BQ Scale plus 15 bps-01/25/2010 Escrow Net Escrow Excess Excess _ Date Requirement Receipts Receipts Balance 04/01/2010 0.84 0.84 0.84 09/01/2010 2,493,916.25 2,493,915.40 -0.85 -0.01 2,493,916.25 2,493,916.24 -0.01 9 Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 11 ESCROW STATISTICS Brazoria County Municipal Utility District#6 Refund Case • A+BQ Scale plus 15 bps-01/25/2010 Modified Yield to Yield to Perfect Value of Total Duration Receipt Disbursement Escrow Negative Cost of • Escrow Escrow Cost (years) Date Date Cost Arbitrage Dead Time Prior Debt(PRIOR): l&S 11,486.04 0.416 0.110749% 0.110749% 11,332.82 153.22 Global Proceeds Escrow: 2,481,280.80 0.416 0.110668% 0.110668% 2,448,180.10 '33,100.69 . 0.01 2,492,766.84 2,459,512.92 33,253.91 0.01 Delivery date 04/01/2010 Arbitrage yield 3.361766% Jan 25,2010 2:59 pm Prepared by RBC Capital Markets Corporation (Finance 6.015 BrazoriaMUD6:BMUD6-REF,REF) Page 12 PROOF OF COMPOSITE ESCROW YIELD Brazoria County Municipal Utility District 06 Refund Case A+BQ Scale plus 15 bps-01/25/2010 All restricted escrows funded by bond proceeds Present Value Security to 04/01/2010 Date Receipts @ 0.1106683% 09/01/2010 2,482,424.11 2,481,280.00 2,482,424.11 2,481,280.00 Escrow Cost Summary Purchase date 04/01/2010 Purchase cost of securities 2,481,280.00 Target for yield calculation 2,481,280.00