Press Release|Public Finance

KBRA Assigns AA Long-Term Rating to the City of Chicago Second Lien Water Revenue Bonds, Refunding Series 2024A; Outlook Stable

30 Aug 2024   |   New York

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KBRA assigns a long-term rating of AA with a Stable Outlook to the City of Chicago Second Lien Water Revenue Bonds, Refunding Series 2024A.

Second Lien Water Revenue Bonds are limited obligations of the City, secured on a second lien basis by net revenues of the System (the “System”), though ranking senior to outstanding subordinate lien Illinois Environmental Protection Agency (“IEPA”) loans. As part of the recent amendments effectuated by the amended and restated Master Indenture, the City has covenanted not to issue any obligations with a claim to Net Revenues of the Water System senior to that of the Second Lien Water Revenue Bonds. Under the new Master Indenture, only additional Second Lien Water Revenue Bonds on parity with the Bonds and obligations subordinated to the Bonds may be issued. There currently are no senior lien bonds outstanding.

Proceeds of the Second Lien Water Revenue Bonds, Refunding Series 2024A (the “Bonds”) will be used by the City to refund certain outstanding Second Lien Water Revenue Bonds for net present value savings, and to pay various costs of issuance.

Key Credit Considerations

The rating actions reflect the following key credit considerations:

Credit Positives

  • Large, diverse, and stable metropolitan Chicago customer base; high quality and reliable water source with substantial excess capacity.
  • Timely enactment of operational efficiencies by management that have resulted in a right-sizing of staffing levels and slowing of expense growth.
  • Excellent liquidity position.

Credit Challenges

  • Fluctuations in operating performance attributable to an overall trend of rising operating costs outpacing revenue growth.
  • Capital intensive operation necessitating on-going investment and debt issuance, though the recent introduction of pay-as-you-go financing is a moderating factor.
  • Minimal anti-leveraging security protections under bond documents.

Rating Sensitivities

For Upgrade

  • Favorable progress in addressing infrastructure needs of the System, funded with a prudent mix of debt and non-debt sources.
  • Moderate declines in outstanding leverage through limiting future debt issuance and more rapidly amortizing outstanding debt.

For Downgrade

  • Departure of DWC from the System, without an actionable plan to recover lost revenues.
  • Unanticipated capital expenses significantly beyond what is projected in CIP.
  • Significant change in KBRA’s view of overall bill affordability, driven by material increases to existing fees and taxes, including the Utility Tax, and/or the imposition of new fees or taxes

To access rating and relevant documents, click here.

Methodologies

Disclosures

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

Doc ID: 1005742

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