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HomeMy WebLinkAboutRPT 6 ASSESS DIST 86-2 02-06-89~ ]]lk ] ]r~ ~ RE PORTS , fo: FROM: SUBJECT: WILLIAM A. HUSTON, CITY NANAGER FINANCE DEPARTHENT ASSESSMENT DISTRICT NO. 86-2 IMPROVEMENT BONDS CONVERSION TO FIXED RATE The first conversion of the 86-2 Assessment Bonds from variable to fixed rate took place on Wednesday, February 1, 1989. $15,664,963 of the $81,400,000 total will be converted with the next conversion estimated to occur in twelve months. The interest rates range from a iow of 6.25 percent in 1990 to a high of 7.60 percent in 2013. The average coupon rate is 7.17 percent. This will result in an average effective tax rate per dwelling unit in the converted area of approximately 1.85 percent. (The effective tax rate is the basic levy, one percent, plus bonded debt and assessments.) By comparison, the February 1, 1988 conversion for 85-1 was an average coupon rate of 7.99 percent and an average effective tax rate of 1.95 percent-. The next opportunity for conversion to a fixed rate would be August, 1989. At this time we do not anticipate a conversion in either Assessement District. Attached for your review is a copy of the Secondary Offering Memorandum, similar to an official statement, the primary ale of these converted bonds. R0k~d A. Nault V Director of Finance RAN:ls Attachment