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4B-R-02-18 - 2/14/2002 RESOLUTION NO. 02-18 WHEREAS, the Board of Directors of the Round Rock Transportation System Development Corporation ( "RRTSDC" ) hereby finds and determines that there is an urgent need for the RRTSDC to acquire right-of-way and relocate utilities for the construction of improvements to the City of Round Rock' s transportation system, and WHEREAS, such right-of-way acquisition and utility relocation cannot be reasonably financed unless financial assistance is obtained from the State Infrastructure Bank, and WHEREAS, the Board of Directors of the RRTSDC now desires to recommend to the Round Rock City Council that a request for financial assistance be made to the State Infrastructure Bank in an amount not to exceed $15 , 000 , 000 , Now Therefore BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE ROUND ROCK TRANSPORTATION SYSTEM DEVELOPMENT CORPORATION, A recommendation is hereby made to the Round Rock City Council that a request for financial assistance be made to the State Infrastructure Bank in an amount not to exceed $15, 000 , 000 to provide for the costs of right-of-way acquisition and utility relocation for the construction of improvements to the City of Round Rock' s transportation system. The Board of Directors hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which ::ODMA\WORLDOX\O:\WDOX\RESOLUTI\RRTSDC\00019986.WPD/02-18/sc this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 14th day of February, 2002 . ROUND ROCK TRANSPORTATION SYSTEM DEVELOPMENT CORPO TION .0 By: r, ( k 1� ROBhkl A. STLUKA, JR. , President ATTES : / ' . 4eCtL— LA I704714Qe/V, Secretary 2 . e. ta;p6. -0� '' CITY OF ROUND ROCK 221 East Main Street 1� Round Rock,Texas 78664 'Ittt 512-218-5400 February 15, 2002 Mr. James M. Bass, Director Finance Division Texas Department of Transportation 125 E. 1111i Street Austin, Texas 78701 Dear Mr. Bass: Enclosed is the Round Rock Transportation System Development Corporation's application for a State Infrastructure Bank (SIB) loan to assist in the purchase of right of way and the adjustment of utilities for SH 45 within the City of Round Rock. The Corporation and the City have committed to provide an additional $10,000,000 in funding for the purchase of right of way, but in order to do so, must borrow the funds as well as finance up to $5,000,000 additional cash outlays which are being made on this project. Also included in this application is a request to modify the amortization of the original SIB loan granted for this same project in August 2000. To finance this commitment, the Corporation and the City have approved submittal of this loan application. The Texas Turnpike Authority has identified the construction of the portions of Loop 1 and SI-i 45 which create the "T" project in Travis and Williamson Counties as their highest priority in the State. The segment of SH 45 in Round Rock for which this loan will be used is part of the "T" project. Construction is underway for the north frontage roads on this project and the Texas Turnpike Division anticipates selling bonds in the summer of 2002 for the next phase. The project will proceed to construction as soon as possible after the sale of the bonds. This project represents a significant partnership between TxDOT, the Texas Turnpike Authority (TTA), Williamson County and the City to expedite a critical project that will significantly reduce congestion for the region. The use of the SIB loan as described above satisfies the purposes of the State Infrastructure Bank in the following ways: 1) the SIB loan permits an increased level of participation in the project by Mayor the City of Round Rock beyond which cash on hand would allow; Robert A.Stlukn,Jr 2) because of the increased level of participation in the project by the City, Mayor Pro-tem State transportation funds are freed up that would otherwise he required to Tom Nielson be used on this project, thus expanding the available funding for other Council Members Alan McGraw transportation projects; and Carrie Pitt 3) the successful implementation of the proposed project will result in Earl Palmer�allnhan significant improvement to the efficiency and safety of the State c re Transportation System. City Manager Robert L Bennett,Jr. City Attorney Fax:512-218-7097 1-800-735-2989 TDD 1-800-735-2988 Voice Stephan L Sheets www.ci.round-rock.tx,us • Mr. James M. Bass, Director Finance Division Texas Department of Transportation Page 2 oC2 For all the above reasons, I urge favorable consideration of the Round Rock Transportation System Development Corporation's SIB loan application. ely, Ro eft A. Stluka, Jr., President, Round Rock Transportation System Development Corporation • sib02c Section IV—Statement of Acknowledgment and Certification I certify that: I have the authority to request and incur the debt described in this application, and upon award, will enter into contract for the repayment of any financial assistance granted by the Texas Department of Transportation's State Infrastructure Bank. I have completed the preliminary requirements as specified by the State Infrastructure Bank Application Handbook, and will comply with all applicable state and federal regulations and requirements. To the best of my knowledge all information contained in this application is valid and accurate and the submission of this application has been authorized by the governing body of the undersigned jurisdiction. 4Igh 141 Signature of Highest Official Date President,Round Rock Transportation Robert A. Stluka,Jr. System Development Corporation Print or Type name Title, Jurisdiction RECEIVED MAR 0 82002 Texas Department of Transportation DEWITT C.GREER STATE HIGHWAY BLDG.•125 E. 11TH STREET•AUSTIN,TEXAS 78701-2483•(512)463-8585 March 7, 2002 David Kautz r Finance Director I Round Rock (RRTSDC) ✓ 221 E. Main Street Round Rock, TX 78664 Dear Mr. Kautz: Please be advised that your State Infrastructure Bank (SIB) loan received preliminary approval from the Texas Transportation Commission on Thursday February 28, 2002. We will be contacting you soon to negotiate final loan terms before submitting to the Commission. If you have any questions or need additional information regarding this matter, please feel free to call the SIB Manager Dorn Smith at(512) 463-8721 or Javier Pena at (512) 463-8046. Sincerely, , ife;WetrF • James M. Bass Director, Finance Division cc: Bob Bennett, City Manager Phillip Russell, P.E., Texas Turnpike Authority Bob Daigh, Texas Turnpike Authority An Equal Opportunity Employer • :fir 1�‘1.. CI'TY OF ROUND ROCK ^ 221 East Main Street - : P Round Rock,Texas 78664 512-218-5400 March 11, 2002 Mr.John.W. Johnson,Chairman Mr. Ric Williamson, Commissioner Mr. Robert L.Nichols, Commissioner Texas Transportation Commission 125 E. 11th Street Austin,TX 78701-2483 RE: Round Rock Transportation System Development Corporation ("the Corporation')Loan Application to the State Infrastructure Bank("SIB') Dear Commissioners: I appreciate preliminary approval.of the Corporation's loan application by the Commission and I would like to take'this opportunity to expand upon the importance of the State Infrastructure Bank loan to the Corporation. Additionally, in reading the transcript of the meeting, I understand that,the Commissioners have questions regarding the Corporation's need for financial assistance from the SIB and it is my hope to address those questions here. The Corporation is-funded by a 4%local sales tax component imposed in 1998 solely for the purpose of providing transportation improvements. This dedicated funding source has allowed Round Rock to design and begin implementation of a master transportation plan that provides significant regional road and transportation improvements. In addition,the dedicated funding source has enabled Round Rock to participate as a partner with the Texas Department of Transportation on several local transportation improvements with regional impact including: S.H. 45,U.S. 79,the T.H. 35 Turnarounds, South Mays improvements and more. Mayor Robert A.Stluka,Jr The Corporation faces a two-year transportation capital-spending plan of$87.2 million. Mayor.pro-tern The detailed plan has been provided as an exhibit in the Corporation's loan application. Tom Nielson This spending commitment far outpaces the Corporation's ability to pay cash for the Council Members improvements,thereby necessitating the borrowing of funds. The Corporation has Alan McGraw Carrie Pitt Earl Palmer ^allahan ( re C..; ...onager Robert L Bennett,Jr. City Attorney Fax:512-218-7097 1-800-735-2989 TDD 1-800-735-2988 Voice Stephan L Sheets www.ci.round-rock.tx.us Texas Transportation Commission. March 11,2002 _ Page 2 utilized open market borrowing,most recently issuing$26 million in sales tax revenue bonds for improvements to major arterials. However,the SIB also has a critically important role in helping • the Corporation meet its transportation improvement commitments. Open market financing imposes a minimum debt service coverage of 1.25 to 1.5 times: The favorable borrowing terms offered by the SIB help the Corporation manage its cashflow so that a maximum number of transportation improvement projects can be under construction at the earliest possible time. The rapid growth of the region has accelerated the importance of constructing'projects in the shortest _possible time frame.':Leveraging cash flow through borrowing with favorable terms is absolutely critical to this timing effort Additionally,because our sales tax revenue stream is.dedicatedto transportation improvements,any savings resulting from favorable SIB terms.is immediately invested in other transportation improvements,which aid.the region's mobility.: • The Commissioners expressed concern that too many SIB assets were potentially being tied up in this proj ect. .In response, I urge the Commission to consider the large proportion of assets that Round Rock is being asked to invest in this State highway..`The$30 million cost to Round Rock for this single, State project is a significant burden to this small community. Without assistance from the SIB loan terms,Round Rock's continued participation in this project and the Round Rock transportation plan are placed in jeopardy. Right of way for the S.H. 45 project is provided by 100% local participation. The right of way requirements for this and other large transportation projects seriously strain the funding ability of a small community such as Round Rock. In 2000,the'Corporation borrowed and spent $16 million for right of way toward this project. Higher right of way costs and utility relocation costs,which we have incurred on this.project, are increasing our spending by as s'much as $5 million. Most recently,we have been asked to be responsible for another$10 million in • • additional S.H.45 right of way located in Travis County. As a result of these cost increments, total S.H.45 commitments within the two year tune;frame`for Round Rock approach;$30 million,double the amount originally requested by TxDOT from Round Rock. Additionally, in order to acquire all of the right of way in advance of a Texas Turnpike Authority bond issue that is proposed in June of this year,timing is again critical.- The proposed loan will enable the Corporation to meet the relatively short timing requirement and avoid a second open market financing less than 10 months following the Corporation's last deal (at which time a representation was made that the next scheduled open market financing would not occur before 2003). • Texas Transportation Commission March 11, 2002 . • Page 3 To briefly address technical terms,using'the Delphis-Hanover scale for 3/6/2002, a new 20-year loan and the remaining 2000 SIB 13-year lOan balance would draw a market rate of 441% based upon a calculated'9.743-year combined weighted average life. We believe the strong partnership .commitment in this`project demonstrated by Round Rock,the high priority status of the project and the financial necessity of stretching the available funds of the Corporation justify • consideration of a further concession to the market of between(1/4%)to(112%). Hopefully,with the illustrated magnitude of these funding commitments,it is clear to see why Round Rock needs SIB financing availability with favorable terms. As stated above, we are not looking solely to theSIB for all of our financing solutions. Our approach is strategic,with open market borrowing being used where necessary in addition to SIB funding;for projects on the State transportation plan. Thank you for your consideration,an4 if I may clarify or offer additional information,please call upon me and my staff to do so. I also urge your favorable consideration of this loan application at your meeting in March. icerey 4ficiApr 1 4 7, ir St a, r., 'r ent Round Rock Transportation System Development Corporation cc: Michael W. Behrens,P.E., Executive Director James Bass, Director,Finance Division Phil Russell,Director,Turnpike Authority Division