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Agenda 01/24/2012 Item #16F21/24/2012 Item 16.F.2. EXECUTIVE SUMMARY Recommendation that the Board approves a prepayment of the 2007 State Infrastructure Bank Loan resulting in a interest savings of $59,983 and approve all necessary budget amendments. OBJECTIVE: To obtain approval for a prepayment on the 2007 State lafrastructure Bank Loan resulting in interest savings of $59,983. CONSIDERAT,ONS: On February 27, 2007, (Agenda Item 10E) the Collier County Board of County. Commissioners entered into a State Infrastructure Bank Loan agreement with the Florida Department of Transportation. The loan financed the I- 75/Immokalee Road Interchange Improvements and bears interest at 2.0 %. The final maturity of the loan is October 1, 2012, but by paying the loan off as of January 25, 2012 a savings of $59,983 would be realized. The total payment due on October 1, 2012 is $4,502,378; contact with the Florida Department of Transportation indicates a January 25, 2012 payoff of $4,442,395. Finance Committee recommended this prepayment unanimously at its December 16, 2011 meeting. LEGAL CONSIIJERATIONS: This item has been reviewed by the County Attorney, raises no legal issues, and requires majority vote for approval. -JAK FISCAL IMPACT: The prepayment as proposed would generate interest savings of $59,983. A budget amendment decreasing the Gas Tax Road Construction Fund 313 Reserves by $3,988,312 and decreasing completed project budgets by $454,083 will be necessary as the payment was originally programmed for October 1, 2012 (FY 2013). GROWTH blWA,� GEMENTIMPACT: There is no growth management impact. RECOMMENDATION: That the Board of County Commissioners approves prepayment of the 2007 State Infrastructure Bank Loan entered into with the Florida Department of Transportation, and approve all necessary budget amendments. . Prepared by Mark Isackson, Director of Corporate Finance and Management Services and Derek Johnssen, General Accounting Manager, Clerk of Courts Finance Packet Page -2219- 1/24/2012 Item 16. F.2. COLLIER COUNTY Board of County Commissioners Item Number: 16.F.2. Item Summary: Recommendation that the Board approves a prepayment of the 2007 State Infrastructure Bank Loan resulting in a interest savings of $59,983 and approve all necessary budget amendments. Meeting Date: 1/24/2012 Prepared By Name: BrockMaryJo Title: Executive Secretary to County Manager, CMO 1/17/2012 3:10:26 PM Submitted by Title: Executive Secretary to County Manager, CMO Name: BrockMaryJo 1/17/2012 3:10:27 PM Approved By Name: UsherSusan Title: Management/Budget Analyst, Senior,Office of Manage Date: 1/18/2012 9:12:12 AM Name: KlatzkowJeff Title: County Attorney, Date: 1/18/2012 9:26:53 AM Name: SheffieldMichael Title: Manager - Business Operations, CMO Date: 1/18/2012 1:03:08 PM Packet Page -2220- 1/24/2012 Item 16.F.2. Remit Payment to: Mailing Address: Street Address: Wiring Instructions: State Board of Administration of Florida Post Office Box 1330 Tallahassee, FL 32317 -3300 State Board of Administra8on of Florida 1801 Hermitage Boulevard, Suite 100 Tallahassee, FL 32308 Bank of America ABA #0260- 0959 -3 Credit State Board of Administration Account t. 003660048119 Note on Payment for -FDOT SIB Loan - 420655.7 2151630.xis Packet Page -2221- 1/17/2012 Collier County Transportation I- 75/lmmokalee Road Interchaniie Im rovements Fiscal Year Date Beginning Estl m mated/Acal Interest Accrued at Balance . 'Including Repayment to Repaymentto Tots) Balance Disbursement 2.0%. Interest Principal Interest : Repayment Ending Balance 2007/08 5/28/2008 $0.00 512,000,000.00 50.00 $12.000,000.00 50.00 $0.00 $0.00 $12,000,000.00 2008/09 10 /1 /2008 512,000,000.00 $0.00 $82,622.95 $12,082,622.95 SI.957.377.05 $82.622.95 $2,040,000.00 $10,042,622.95 2009/10 10/1/2009 510,042,622.95 S0.00 $200,852.46 $10,243,475.41 SI,839,147.54 5200,852.46 52,040,000.00 $8,203,475.41 2010/11 10/1/2010 58,203.475.41 50.00 $164,069.51 $8,367,544.92 SI.875.930.491 $164,069.51 $2,040,000.00 $6,327,544.92 2011/12 10/1/2011 S6,327, 44.921 50.00 S126,550 901 56.454,095.82 $1,913.449.10 F 5126,550.90 $2,040,000.00 $4,414,095.82 1/25/2012 $4,414,095.82 50.00 $28,298.59 54,442,394.40 $4,414,095.81 $28,298.59 $4,442,394.40 $0.00 $12,000,000.00 $602,394.401 S12.000,000.001 S602,394.401 512,602,394.40 Interest will begin accruing October 1, 2007 and will accrue annually October 1 and end each September 30 thereafter until loan is repaid. This calculation assumes the following disbursement date: FY 2006/07 $12,000,000.00 If disbursements are made on dates other than those above, the interest calculations will be modified and this schedule updated according. Total Loan Amount $12,000,000.00 Total Interest $602,394.40 Total Repayments $12,602,394.40 Remit Payment to: Mailing Address: Street Address: Wiring Instructions: State Board of Administration of Florida Post Office Box 1330 Tallahassee, FL 32317 -3300 State Board of Administra8on of Florida 1801 Hermitage Boulevard, Suite 100 Tallahassee, FL 32308 Bank of America ABA #0260- 0959 -3 Credit State Board of Administration Account t. 003660048119 Note on Payment for -FDOT SIB Loan - 420655.7 2151630.xis Packet Page -2221- 1/17/2012