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CC PACKET 11102015
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CC PACKET 11102015
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11/30/2015 9:16:54 AM
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11/30/2015 9:12:27 AM
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City Council
Meeting Date
11/10/2015
Meeting Type
Regular
Document Type
Council Agenda/Packets
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<br /> <br /> <br /> <br />Presale Report <br />City of St. Anthony, Minnesota <br />November 10, 2015 <br />Page 2 <br /> <br />Basis for Recommendation: Based on our knowledge of your situation, your objectives communicated to <br />us, our advisory relationship as well as characteristics of various municipal <br />financing options, we are recommending the issuance of tax-exempt general <br />obligation bonds as a suitable financing option for the following reasons: <br />- The issuance is a viable option available to finance these types of <br />projects under state law and federal regulations. <br /> <br />- This option is the most overall cost effective debt option from the <br />perspective of marketability and interest rates. <br /> <br />- The issuance of advanced refunding bonds meets the City’s desired <br />savings expectations. <br />Method of Sale/Placement: In order to obtain the lowest interest cost to the City, we will competitively bid <br />the purchase of the Bonds from local and national underwriters/banks. <br />We have included an allowance for discount bidding equal to 1.00000% of the <br />principal amount of the issue. The discount is treated as an interest item and <br />provides the underwriter with all or a portion of their compensation in the <br />transaction. <br />If the Bonds are purchased at a price greater than the minimum bid amount <br />(maximum discount), the unused allowance may be used to lower your <br />borrowing amount. <br />Premium Bids: Under current market conditions, most investors in municipal <br />bonds prefer “premium” pricing structures. A premium is achieved when the <br />coupon for any maturity (the interest rate paid by the issuer) exceeds the yield <br />to the investor, resulting in a price paid that is greater than the face value of <br />the bonds. The sum of the amounts paid in excess of face value is considered <br />“reoffering premium.” <br />The amount of the premium varies, but it is not uncommon to see premiums <br />for new issues in the range of 2.00% to 10.00% of the face amount of the <br />issue. This means that an issuer with a $2,000,000 offering may receive bids <br />that result in proceeds of $2,040,000 to $2,200,000. <br />For this issue of Bonds we have been directed to use the premium to reduce <br />the size of the issue. The adjustments may slightly change the true interest <br />cost of the original bid, either up or down. <br />You have the choice to limit the amount of premium in the bid <br />specifications. This may result in fewer bids, but it may also eliminate large <br />adjustments on the day of sale and other uncertainties. <br />Review of Existing Debt: We have reviewed all outstanding indebtedness for the City and find that, <br />other than the obligations proposed to be refunded by the Bonds, there are no <br />other refunding opportunities at this time. <br />We will continue to monitor the market and the call dates for the City’s <br />outstanding debt and will alert you to any future refunding opportunities. <br />117
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