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HomeMy WebLinkAbout18 Atta 2 DWR SRF Payoff Quote State Water Resources Control Board May 19, 2021 Brian Wright General Manager Truckee-Donner Public Utility District 11570 Donner Pass Road Truckee, CA 96161 PAYOFF REQUEST, DRINKING WATER STATE REVOLVING FUND (DWSRF) FINANCING AGREEMENT, TRUCKEE-DONNER PUBLIC UTILITY DISTRICT, PROJECT NUMBER 2910005-005, CONTRACT NUMBER 2001CX128 Dear Mr. Wright: We received your request on May 14, 2021 for a payoff amount valid through July 1, 2021 for the above referenced financing agreement. The payoff amount of $3,802,173.30 is valid through July 1, 2021. Additional interest may be due if the payoff proceeds are received after the date indicated. Attached is a copy of the payoff calculation and amortization schedule. Please make your check in the amount of $3,802,173.30, payable to the State Water Resources Control Board. When making the final payment, please reference contract number 2001CX128 to ensure proper credit to your account. Failure to include the contract number may cause delays in posting. This statement reflects the status of the account as of the date it was prepared. Payoff amounts may change, subject to subsequent activity including payment transactions. If this obligation is not paid in full by the date stated on the payoff statement or subsequent payment transactions have occurred as of the date the payoff statement was prepared, an updated payoff amount should be requested. To submit your payment online, please see the following link for instructions: http://www.waterboards.ca.gov/make_a_payment/ To send your check OVERNIGHT MAIL please send to the following address: SRF Accounting Office SRF Program 1001 I Street, 18th Floor Sacramento, CA. 95814 If you have any questions, please contact me via email at John.Vanhmachack@waterboards.ca.gov. Sincerely, John Vanhmachack Program Analyst Division of Financial Assistance Principal Outstanding 3,758,202.33 Combined Interest and Fee Rate 2.340 Date of Last Payment 1/1/2021 Date of Payoff 7/1/2021 Day Count to Payoff 180 Total Interest and Fee Due 43,970.97 Penalties Due 0.00 Total Payoff Amount Due 7/1/2021 3,802,173.30 2910005-005 Truckee-Donner Public Utility District Payoff Date - 7/1/2021 Date Disbursement/ Payment No. Beginning Balance Draw Amount Amount Accrued Amt. Trans. to Principal Construction Period Interest (CPI)Annual Interest Accrued Principal Paid/Due Interest Paid/Due Total Payment Ending Balance 20-Aug-2004 Disbursement 1 0.00 8,939,960.89 0.00 0.00 8,939,960.89 1-Jan-2005 Payment 1 8,939,960.89 76,800.39 0.00 85,333.76 85,333.76 8,939,960.89 4-Jan-2005 Disbursement 2 8,939,960.89 1,113,408.14 1,719.41 0.00 10,053,369.03 28-Mar-2005 Disbursement 3 10,053,369.03 1,770,074.92 53,494.94 0.00 11,823,443.95 30-Jun-2005 End FY 11,823,443.95 71,251.64 0.00 11,823,443.95 1-Jul-2005 Payment 2 11,823,443.95 758.00 0.00 141,359.98 141,359.98 11,823,443.95 1-Jan-2006 Payment 3 11,823,443.95 139,471.29 0.00 116,801.92 116,801.92 11,823,443.95 21-Feb-2006 Disbursement 4 11,823,443.95 909,521.05 38,426.19 0.00 12,732,965.00 30-Jun-2006 End FY 12,732,965.00 106,765.91 0.00 12,732,965.00 1-Jul-2006 Payment 4 12,732,965.00 827.64 251,450.46 144,777.48 396,227.94 12,481,514.54 1-Jan-2007 Payment 5 12,481,514.54 146,033.72 254,392.43 146,033.72 400,426.15 12,227,122.11 1-Jul-2007 Payment 6 12,227,122.11 143,057.33 257,368.82 143,057.33 400,426.15 11,969,753.29 1-Jan-2008 Payment 7 11,969,753.29 140,046.11 260,380.04 140,046.11 400,426.15 11,709,373.25 1-Jul-2008 Payment 8 11,709,373.25 136,999.67 263,426.48 136,999.67 400,426.15 11,445,946.77 1-Jan-2009 Payment 9 11,445,946.77 133,917.58 266,508.57 133,917.58 400,426.15 11,179,438.20 1-Jul-2009 Payment 10 11,179,438.20 130,799.43 269,626.72 130,799.43 400,426.15 10,909,811.48 1-Jan-2010 Payment 11 10,909,811.48 127,644.79 272,781.36 127,644.79 400,426.15 10,637,030.12 1-Jul-2010 Payment 12 10,637,030.12 124,453.25 275,972.90 124,453.25 400,426.15 10,361,057.22 1-Jan-2011 Payment 13 10,361,057.22 121,224.37 279,201.78 121,224.37 400,426.15 10,081,855.44 1-Jul-2011 Payment 14 10,081,855.44 117,957.71 282,468.44 117,957.71 400,426.15 9,799,387.00 1-Jan-2012 Payment 15 9,799,387.00 114,652.83 285,773.32 114,652.83 400,426.15 9,513,613.68 1-Jul-2012 Payment 16 9,513,613.68 111,309.28 289,116.87 111,309.28 400,426.15 9,224,496.81 1-Jan-2013 Payment 17 9,224,496.81 107,926.61 292,499.54 107,926.61 400,426.15 8,931,997.27 1-Jul-2013 Payment 18 8,931,997.27 104,504.37 295,921.78 104,504.37 400,426.15 8,636,075.49 1-Jan-2014 Payment 19 8,636,075.49 101,042.08 299,384.07 101,042.08 400,426.15 8,336,691.42 1-Jul-2014 Payment 20 8,336,691.42 97,539.29 302,886.86 97,539.29 400,426.15 8,033,804.56 1-Jan-2015 Payment 21 8,033,804.56 93,995.51 306,430.64 93,995.51 400,426.15 7,727,373.92 1-Jul-2015 Payment 22 7,727,373.92 90,410.27 310,015.88 90,410.27 400,426.15 7,417,358.04 1-Jan-2016 Payment 23 7,417,358.04 86,783.09 313,643.06 86,783.09 400,426.15 7,103,714.98 1-Jul-2016 Payment 24 7,103,714.98 83,113.47 317,312.68 83,113.47 400,426.15 6,786,402.30 1-Jan-2017 Payment 25 6,786,402.30 79,400.91 321,025.24 79,400.91 400,426.15 6,465,377.06 1-Jul-2017 Payment 26 6,465,377.06 75,644.91 324,781.24 75,644.91 400,426.15 6,140,595.82 Page 1 of 2 5/19/2021 State of California - State Water Resources Control Board Drinking Water State Revolving Fund Payment Schedule Recipient: Project No.: Agreement No.: Truckee-Donner Public Utility District 2910005-005 2001CX128 5/19/2021 12,732,965 2.340% 20 Years Date: Amount: Interest rate: Term: Date Disbursement/ Payment No. Beginning Balance Draw Amount Amount Accrued Amt. Trans. to Principal Construction Period Interest (CPI)Annual Interest Accrued Principal Paid/Due Interest Paid/Due Total Payment Ending Balance 1-Jan-2018 Payment 27 6,140,595.82 71,844.97 328,581.18 71,844.97 400,426.15 5,812,014.64 1-Jul-2018 Payment 28 5,812,014.64 68,000.57 332,425.58 68,000.57 400,426.15 5,479,589.06 1-Jan-2019 Payment 29 5,479,589.06 64,111.19 336,314.96 64,111.19 400,426.15 5,143,274.10 1-Jul-2019 Payment 30 5,143,274.10 60,176.31 340,249.84 60,176.31 400,426.15 4,803,024.26 1-Jan-2020 Payment 31 4,803,024.26 56,195.38 344,230.77 56,195.38 400,426.15 4,458,793.49 1-Jul-2020 Payment 32 4,458,793.49 52,167.88 348,258.27 52,167.88 400,426.15 4,110,535.22 1-Jan-2021 Payment 33 4,110,535.22 48,093.26 352,332.89 48,093.26 400,426.15 3,758,202.33 1-Jul-2021 Payment 34 3,758,202.33 43,970.97 356,455.18 43,970.97 400,426.15 3,401,747.15 1-Jan-2022 Payment 35 3,401,747.15 39,800.44 360,625.71 39,800.44 400,426.15 3,041,121.44 1-Jul-2022 Payment 36 3,041,121.44 35,581.12 364,845.03 35,581.12 400,426.15 2,676,276.41 1-Jan-2023 Payment 37 2,676,276.41 31,312.43 369,113.72 31,312.43 400,426.15 2,307,162.69 1-Jul-2023 Payment 38 2,307,162.69 26,993.80 373,432.35 26,993.80 400,426.15 1,933,730.34 1-Jan-2024 Payment 39 1,933,730.34 22,624.64 377,801.51 22,624.64 400,426.15 1,555,928.83 1-Jul-2024 Payment 40 1,555,928.83 18,204.37 382,221.78 18,204.37 400,426.15 1,173,707.05 1-Jan-2025 Payment 41 1,173,707.05 13,732.37 386,693.78 13,732.37 400,426.15 787,013.27 1-Jul-2025 Payment 42 787,013.27 9,208.06 391,218.09 9,208.06 400,426.15 395,795.18 1-Jan-2026 Payment 43 395,795.18 4,630.80 395,795.18 4,630.80 400,425.98 0.00 Calculation Adjustment -1,242.27 12,732,965.00 3,623,378.28 12,732,965.00 3,623,378.28 16,356,343.28 Outstanding Disbursement Balance:0.00 Page 2 of 2 5/19/2021 State of California - State Water Resources Control Board Drinking Water State Revolving Fund Payment Schedule Recipient: Project No.: Agreement No.: Truckee-Donner Public Utility District 2910005-005 2001CX128 5/19/2021 12,732,965 2.340% 20 Years Date: Amount: Interest rate: Term: