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AgdaPkt 2016-05-23 Closed, Joint SA and PFA
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AgdaPkt 2016-05-23 Closed, Joint SA and PFA
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Last modified
1/25/2017 11:36:55 AM
Creation date
5/19/2016 4:03:17 PM
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
5/23/2016
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7.B. - Page 3 <br /> Savings Summary Statistics <br /> Future Value Net Present Value 1 <br /> Total Savings $4,121,373 $2,217,030 <br /> % Total Savings 38.88% <br /> Average Annual Reduction3 $115,969 <br /> Annual Reduction 30.51% 2 <br /> 1 Future savings are first adjusted by reductions for net CFD funds contributed at closing and then <br /> discounted at the bond TIC to arrive at NPV savings. <br /> 2 Before annual administrative charge. <br /> 3 Excludes reduction in debt service attributable to bonds called with Benefitted Property Development <br /> Fee. <br /> Estimated Homeowner Savings <br /> Unit Number Estimated Annual Savings <br /> Class Units FY 15/16 Tax FY 16/17 Tax Due to Refunding4 <br /> 11 35 $1,263.10 $ 690 $273 <br /> 22 78 1,894.66 1,035 410 <br /> 33 136 2,526.22 1,380 547 <br /> 1Non-marina view units of less than 1,375 square feet. <br /> 2Non-marina view units of less than 1,375 square feet. <br /> 3Marina View units of 1,375 to less than 1,525 square feet and units larger than 1,525 square feet. <br /> 4Annual savings due solely to the refunding. There are additional savings attributable to bonds called <br /> with the Benefitted Property development fee. These additional savings are independent of the <br /> refunding. <br /> Interest rates will change prior to the sale of refunding bonds, but the magnitude of the <br /> savings is so large at present that that savings can be expected to remain quite <br /> significant even if interest rates increase by the time refunding bonds are sold. All costs <br /> of issuance have been taken into account with respect to the expected saving described <br /> above. <br /> ALTERNATIVES <br /> The City Council may decline to act on this item. The schedule for the financing as <br /> presented allows for savings to be passed on to property owners starting in the next <br /> fiscal year, FY 2016/17. If the Council declines to take action on this matter, special <br /> taxes will remain at their current levels. The Council may also defer action on this <br /> matter. Depending on how long the delay, savings may be greater than, or less than, <br /> savings achieved with a June 2016 refunding sale, depending on bond market interest <br /> rates at the time refunding bonds are sold. Such savings, if realized, would accrue to <br /> future fiscal years beyond 2016/17. <br /> FISCAL IMPACT <br /> The One Marina bonds are contingent liabilities of the City CFD. The source of revenue <br /> to make debt service payments is restricted to special tax levies on the residential <br /> properties located in the CFD that are subject to special taxes that are collected by the <br /> County and paid to the City. The City develops an administrative budget and imposes <br />
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