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HomeMy WebLinkAbout20233566.tiff EL COUNTY DATE: October 19, 2023 TO: Tom Parko, Director of Planning FROM: Cheryl Pattelli, CFO SUBJECT: Review of Kiteley Ranch Metro District Amended and Restated Service Plan In response to the review of the amended and restated service plan for the Kiteley Ranch Metropolitan District ("District"), I have the following to offer related to the financial plan of the service plan, primarily to finance public improvements with a debt limit of$30,000,000. The financial plan submitted to justify the Total Debt Issuance Limit in the service plan, $30,000,000, is adequate; however, I do have some concerns related to the debt financing portion of the plan. The financial plan was prepared by Piper Sandler Special District Group, who are recognized experts in special district financing. Assessed valuation assumptions seem reasonable, assuming the build out of the district takes place as projected. No opinion is stated as to whether the build out is realistic and feasible given the market conditions in the timeframe stated. Areas of concern related to the debt financing portion of the plan include the following: • Methodology used to develop debt financing assumptions. Based on my review,the debt financing assumptions may be overly favorable for the District, particularly as it relates to Debt Service Coverage Ratio and interest rates. I asked staff at Piper Sandler Special District Group about their methodology when developing the financial plan and staff indicated that the assumptions are based on the "most favorable market conditions". Staff said the assumptions used in the financial plan are based on 2020-2021 market conditions,which were very favorable, and confirmed that some assumptions in the financial plan aren't currently realistic based on today's market conditions. I believe the financial plan should have been developed using more conservative assumptions based on historical averages/market conditions over a period of time, not based on the most favorable market conditions. • Debt Service Coverage Ratio (DSCR). DSCR is a credit metric that is widely used to understand a borrower's ability to service debt obligations. Governments calculate DSCR by taking net operating income and dividing it by total debt service (which includes the principal and interest payments on a loan). A higher DSCR is better than a lower one,with a typical minimum DSC ratio being 1.25. If an entity's DSCR is too low,the entity may not qualify for a loan or may need to pay a higher interest rate on the borrowing. DSCR is only one of many measures used when rating agencies and investors analyze an entity. The District's financial plan includes two debt issuances, one in 2023 and one in 2033. The actual timing of these issuances has not yet been determined, although it is anticipated that, if the service plan is approved,the first tranche of debt will be issued in the next 6-12 months. The 2023 and 2023 issuances have amortization schedules indicating DSCRs of approximately 1.00. I believe the DSCR used in the plan should have been higher than 1.00. I asked staff at Piper Sandler Special District Group if they think 1.00 is a reasonable DSCR and they indicated that the typical minimum DSCR is 1.20 to 1.40. • Interest rates.The plan's 2023 and 2033 amortization schedules use financing interest rates of 5% and 3%, respectively. Investment grade BAA, 30-year GO Bonds are currently at 5.25%. The initial bond issue will not be rated by a rating agency and is anticipated to have a 1.00 DSCR. These factors create a higher risk for investors and will most likely result in selling the bonds at a higher interest rate than the assumed in the financial plan. The financial plan specifies that the 2033 bonds would have a 1.00 DSCR and would be investment grade bonds; however,the plan does not provide an expected bond rating, an important factor when estimating rates. Regardless, based on historical averages, 3% interest rate may not be attained in the future. I believe more conservative interest rates should be used in the financial plan. In my view, all financial factors need to be considered when predicting interest rates including, but not limited to, DSCR and bond rating(or lack thereof). I asked staff from Piper Sandler Special District Group what would happen if the financial assumptions (assessed valuation and related tax collection amounts, interest rates) were not achieved and/or a higher DSCR was needed to attract investors and/or achieve desirable interest rates. Staff indicated that the par amount of bonds would be lowered resulting in less bond proceeds available to fund District improvements. To cover any shortfall,the developer would need to fund the difference either through equity or a debt issuance. As no financial information was available on the developer in this plan, I cannot give an opinion as to whether or not the developer could fund the difference. The financial plan calls for the Kiteley Ranch Metropolitan District to have a maximum of 50 mills for the debt limit cap.The debt mill levy limit cap is within the standard of a maximum debt mills in the Weld County Metro District Policies County Code Section 2-14-30,with the permitted assessed valuation ratio adjustment per County Code Section 2-14-20 H from the base year of 2006 to the current year's residential ratio of 6.765%,to allow a maximum debt mill levy of 57.266. As proposed,the financial plan has a reasonable debt mill levy and a reasonable debt tax burden on all properties within the District. The service plan calls for a maximum of 30 years for the length of bond debt, which conforms to the county's metro district policy(County Code Section 2-14-30 B.). The district can issue new debt within 15 years from the date of the district's first debt authorization election. Upon written notice to the county,the district may issue debt after 15 years in order to provide service provided in the service plan if development phasing is of a duration that makes it impractical to issue all debt within the 15-year period. Th Aggregate Mill Levy Cap, which is the maximum mill levy the District is permitted to impose on the properties in the District for debt and operations and maintenance function, is sixty-five (65) mills with the permitted assessed valuation ratio adjustment per County Code Section 2-14-20 H from the base year of 2006 to the current year's residential ratio of 6.765%.This adjustment allows a maximum debt mill levy of 57.266 plus 15 mills for operations and maintenance functions,totaling 72.266 mills. Initial operating costs including land acquisition, engineering services, legal services, and administrative services, anticipated at $50,000,will be eligible for reimbursement from debt proceeds.The first year's operating costs, estimated at $75,000, are anticipated to be derived from property taxes and other revenue. Subsequent year's operating costs are anticipated to be derived from property taxes and other revenue as well. The District may rely upon various other revenue sources authorized by law.These will include the power to assess fees, rates,tolls, penalties, or charges provided in Section 32-1-1001 (1), C.R.S.All bonds and other debt issued by the District may be payable from any and all legally available revenues of the District. In no event shall the debt service mill levy in the district exceed the Maximum Debt Mill Levy. The District shall not apply for or accept Conservation Trust Funds, Great Outdoors Colorado Funds other funds available from or through governmental or nonprofit entities for which the county is eligible to apply, except pursuant to an intergovernmental agreement with the County. The financial plan submitted is adequate. Although I have some concerns regarding the financial plan, there is no financial risk to the County if assumptions and/or other aspects of the financial plan do not hold true. Therefore,from review of the service plan, I have no objections in approval of the service plan with the Total Debt Issuance Limit in the service plan of 30,000,000,Total Debt Mill Levy Limit Cap, and Total Aggregate Mill Levy Limit cited in the service plan based upon my conclusion that the financial matters in the service plan appear to be in conformance with the county's metro district policies. Submit by Email Weld County Referral October 3, 2023 The Weld County Department of Planning Services has received the following item for review: Applicant: Anadarko E&P Onshore, LLC, c/o Case Number: MET23-0001 Kiteley Ranch Metropolitan District Please Reply By: October 17, 2023 Planner: Maxwell Nader Project: KITELEYRANCH METROPOLITAN DISTRICT, AMENDED AND RESTATED SERVICE PLAN Parcel Number: 120727200004-R8946744 Legal: PART LOT B REC EXEMPT RE-843; PART NW1/4 OF SECTION 27,T3N, R68W of the 6th P.M.,Weld County, Colorado. Location: SOUTH OF AND ADJACENT TO HWY 66; EAST OF AND ADJACENT TO COUNTY ROAD 7. The application is submitted to you for review and recommendation. Any comments or recommendation you consider relevant to this request would be appreciated. Please reply by the above listed date so that we may give full consideration to your recommendation. Any response not received before or on this date may be deemed to be a positive response to the Department of Planning Services. If you have any further questions regarding the application, please call the Planner associated with the request. Please note that new information may be added to applications under review during the review process. If you desire to examine or obtain this additional information, please call the Department of Planning Services. ❑ We have reviewed the request and find that it does/does not comply with our Comprehensive Plan because: ❑ We have reviewed the request and find no conflicts with our interests. ESee attached letter. Signature �G��tZ��it /� Ut� Date 10/12/2023 Agency Weld County Oil and Gas Energy Department(OGED) Weld County Planning Dept. PO Box 758, Greeley, CO 80632 Tel:(970)-400-6100 Fax:(970)-304-6498 Weld County •r� Oil &Gas Energy Department -11 Referral Comments J ILTEIJ 11 Referring Agency: Weld County Department of Planning Services Reference Number: MET23-0001 Associated Parcel: 120727200004-R8946744 OGED Reviewer: Jennifer Teeters Review Date: October 12,2023 The Staff of the Weld County Oil and Gas Energy Department (OGED) appreciates the opportunity to comment on the captioned planning case. Staff has completed review of the proposal and have no conflicts with the proposed activity. We have included additional comments below: 1. There is one (1) active or proposed 1041 WOGLA Permits on the associated parcel permitted by Kerr McGee Oil & Gas Onshore LP as WOGLA17-0040. There are several oil and gas well sites in the area surrounding the parcel. 2. The parcel includes fourteen (14) active oil and gas wells, listed in Table 1 below. OGED requests that the Applicant coordinate operations in proximity to existing wells and production facilities with the operator(s) of these wells. API Operator Well Title Well Status 05-123-45131 Kerr McGee Oil &Gas Onshore LP Putter 27-1HZ SI 05-123-45133 Kerr McGee Oil &Gas Onshore LP Putter 27-2HZ PR 05-123-45103 Kerr McGee Oil &Gas Onshore LP Putter 27-3HZ SI 05-123-45135 Kerr McGee Oil &Gas Onshore LP Putter 27-4HZ PR 05-123-45134 Kerr McGee Oil &Gas Onshore LP Putter 27-5HZ SI 05-123-45129 Kerr McGee Oil &Gas Onshore LP Putter 27-6HZ PR 05-123-45128 Kerr McGee Oil &Gas Onshore LP Putter 27-7HZ PR 05-123-45136 Kerr McGee Oil &Gas Onshore LP Putter 27-8HZ PR 05-123-45132 Kerr McGee Oil &Gas Onshore LP Putter 27-9HZ PR 05-123-25617 Kerr McGee Oil & Gas Onshore LP Kiteley 5-27 SI 05-123-28187 Kerr McGee Oil & Gas Onshore LP Kiteley 3-27 SI 05-123-29154 Kerr McGee Oil & Gas Onshore LP Kiteley 22-27 SI 05-123-29155 Kerr McGee Oil & Gas Onshore LP Kiteley 21-27 SI 05-123-28180 Kerr McGee Oil & Gas Onshore LP Kiteley 6-27 SI 3. The parcel includes three (3) plugged and abandoned (PA) wells listed in Table 2 below and three Abandoned Locations (AL). Additional information regarding these plugged and abandoned wells and abandoned locations are available from the Energy & Carbon Management Commission (ECMC). OGED recommends that the Applicant review this information and contact the responsible operator regarding well infrastructure that may have been abandoned in place prior to conducting operations in proximity to the wells. API Operator Well Title Well Status 05-123-26693 Kerr McGee Oil & Gas Onshore LP Kiteley 4-27 AL 05-123-26692 Kerr McGee Oil & Gas Onshore LP Kiteley 3-27 AL 05-123-28184 Kerr McGee Oil &Gas Onshore LP Kiteley 4-27 PA 05-123-29153 Kerr McGee Oil &Gas Onshore LP Kiteley 31-27 PA 05-123-10032 Kerr McGee Oil & Gas Onshore LP Valley 66 Unit 2 PA 05-123-26994 Kerr McGee Oil & Gas Onshore LP Kiteley 6-27 AL 4. The MET lands may include additional oil and gas related infrastructure, such as off-location flowlines or pipeline which are a use by right and not regulated by Weld County. OGED requests that the applicant reviews flowline data available from the ECMC map viewer and utilize Colorado 811 prior to any excavation activities. These comments and recommendations are based upon the review of the application materials submitted by the applicant and other relevant information available on the E-Permit site. MEMORANDUM TO: Maxwell Nader, Planning Services 1861 FROM: Dawn Anderson, Development Review DATE: October 18, 2023 1_ G oU N r Y _ SUBJECT: MET23-0001 Anadarko E&P Onshore, LLC, c/o Kiteley Ranch Metropolitan District The proposal has been reviewed by the Development Review Division on behalf of the Weld County Department of Public Works and the Department of Planning Services. Staff comments made during this phase of the application process may not be all-inclusive, as other issues may arise during the remaining application process. COMMENTS GENERAL PROJECT INFORMATION/LOCATION Project description: Proposed Amended Service Plan for the Kiteley Ranch Metropolitan District, originally approved by the Board of County Commissioners on August 30, 2006. This project is south of and adjacent to SH 66 and is east of and adjacent to CR 7. Parcel numbers: 120727200004. Referral Comments: Development Review has reviewed the proposed Metropolitan District application for an amended and reinstated Service Plan. The purpose of the Metro District is to finance the construction of public improvements and to provide ongoing maintenance of the public improvements. Development Review strongly encourages dedicated financing specific to transportation. Development Review has no other comments regarding the financial aspects of the proposed District. However, Development Review will provide comments in the future regarding land use items such as, but not limited to, drainage, grading, access, and traffic related items. Maxwell Nader From: Dave Cross <Dave@StSan.com> Sent: Monday, October 16, 2023 3:46 PM To: Maxwell Nader Subject: RE: Referral Agency Email Follow Up Flag: Follow up Flag Status: Flagged Caution:This email originated from outside of Weld County Government.Do not click links or open attachments unless you recognize the sender and know the content is safe. Mr. Nader, The District is returning the following comment in regards to case# MET23-0001 : "An intergovernmental agreement will be required with the St.Vrain Sanitation District as the provider of sanitary sewer service to the area." Thank you, Dave Cross St.Vrain Sanitation District 303-682-4692 dave@stsan.com From: Maxwell Nader<mnader@weld.gov> Sent: Monday, October 9, 2023 12:52 PM To: Dave Cross<Dave@StSan.com> Subject: RE: Referral Agency Email Dave, You can just respond with your comments via email, directly to this chain! Best, Maxwell Nader Planning Manager Dept.of Planning Services 1402 N 17th Ave Greeley,CO 80631 mnader@weld.gov Phone: (970)-400-3527 i#TID WELD COUNTY,CO 1 Confidentiality Notice:This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is privileged,confidential or otherwise protected from disclosure. If you have received this communication in error,please immediately notify sender by return e-mail and destroy the communication.Any disclosure,copying,distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited. From: Dave Cross<Dave@StSan.com> Sent: Monday, October 9, 2023 12:33 PM To: Maxwell Nader<mnader@weld.gov> Subject: FW: Referral Agency Email Caution:This email originated from outside of Weld County Government.Do not click links or open attachments unless you recognize the sender and know the content is safe. Maxwell, I followed the path to the documents referenced below, but don't see a referral form to complete and return. Can you help? Thank you, Dave Cross St.Vrain Sanitation District 303-682-4692 dave@stsan.com From: noreply@weld.gov<noreply@weld.gov> Sent:Tuesday, October 3, 2023 1:36 PM To: Rob Fleck<Rob@StSan.com> Subject: Referral Agency Email The Weld County Planning Department has received a Metro District application, case# MET23-0001, in which your agency may have an interest. Planning staff requests you review the application materials, and return the Referral Form to Maxwell Nader by the date specified on the Referral Form attached in the online permitting center.To view application materials,visit https://accela-aca.co.weld.co.us/CitizenAccess/Default.aspx or navigate to weldgov.com > departments > planning and zoning>online e-permitting.Then, * Click on "Planning" tab on the menu bar * Under General Search,type case# MET23-0001, into the Record Number box and search * Click on the "Record Info" arrow drop-down menu * Click on "Attachments" to review the application materials If you have any questions, please contact your assigned planner: Maxwell Nader at 970-400-6100 Thank you, Maxwell Nader 1402 North 17th Ave Greeley, CO 80631 970-400-6100 mnader@weld.gov 2 Hello