HomeMy WebLinkAboutPackets - Council Packets (19)
*AMENDED (4/19/16, 11:00 AM)
AGENDA
ORO VALLEY TOWN COUNCIL
REGULAR SESSION
April 20, 2016
ORO VALLEY COUNCIL CHAMBERS
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 5:00 PM
CALL TO ORDER
ROLL CALL
EXECUTIVE SESSION - Pursuant to ARS 38-431.03 (A) (1) and ARS 38-431 (A) (4) to discuss
personnel matters regarding the resignation of Town Manager Greg Caton and contract negotiations and
settlement discussions and *Pursuant to ARS 38-431.03 (A) (1) to discuss personnel matters -
conducting interview of internal interim Town Manager candidate (Item added 4/19/16 at 11:00 a.m.)
REGULAR SESSION AT OR AFTER 6:00 PM
CALL TO ORDER
ROLL CALL
PLEDGE OF ALLEGIANCE
UPCOMING MEETING ANNOUNCEMENTS
COUNCIL REPORTS
DEPARTMENT REPORTS
The Mayor and Council may consider and/or take action on the items listed below:
ORDER OF BUSINESS: MAYOR WILL REVIEW THE ORDER OF THE MEETING
INFORMATIONAL ITEMS
1. Letter of Appreciation - Town Clerk's Office & IT Department
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
Town Council on any issue not listed on today’s agenda. Pursuant to the Arizona Open Meeting Law,
individual Council Members may ask Town Staff to review the matter, ask that the matter be placed on a
future agenda, or respond to criticism made by speakers. However, the Mayor and Council may not
discuss or take legal action on matters raised during “Call to Audience.” In order to speak during “Call to
Audience” please specify what you wish to discuss when completing the blue speaker card.
PRESENTATIONS
1. Amphi School District - STEM School
2. Certificates of Appreciation to outgoing members of the Youth Advisory Council
3. *Introduction of new Visit Tucson Sports Manager Jeffrey John (Item added on 4/19/16 at
11:00 a.m.)
CONSENT AGENDA
(Consideration and/or possible action)
A. Minutes - April 6, 2016
B. Fiscal Year 2015/16 Financial Update through February 2016
REGULAR AGENDA
1. CONSIDERATION AND ACCEPTANCE OF THE ORO VALLEY WATER UTILITY
COMMISSION ANNUAL REPORT, DATED APRIL 2016
2. POSSIBLE ACTION TO ACCEPT TOWN MANAGER'S RESIGNATION
3. DISCUSSION AND POSSIBLE DIRECTION REGARDING THE DEVELOPMENT OF AN
ORDINANCE THAT WOULD REQUIRE DRIVERS TO HAVE THEIR CELL
PHONES IN HANDS FREE MODE WHILE DRIVING IN ORO VALLEY TOWN LIMITS
4. DISCUSSION AND POSSIBLE DIRECTION REGARDING POTENTIAL ORO VALLEY
BONDING TO FUND AN INCUBATION CENTER AT INNOVATION PARK
5. DISCUSSION AND POSSIBLE DIRECTION REGARDING ORO VALLEY BONDING TO
FUND ADDITIONAL SPORTS FIELDS AT NARANJA PARK
6. *POSSIBLE ACTION TO APPOINT AN INTERIM TOWN MANAGER (Item added on 4/19/16
at 11:00 a.m.)
FUTURE AGENDA ITEMS (The Council may bring forth general topics for future meeting agendas.
Council may not discuss, deliberate or take any action on the topics presented pursuant to ARS
38-431.02H)
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
Town Council on any issue not listed on today’s agenda. Pursuant to the Arizona Open Meeting Law,
individual Council Members may ask Town Staff to review the matter, ask that the matter be placed on a
future agenda, or respond to criticism made by speakers. However, the Mayor and Council may not
discuss or take legal action on matters raised during “Call to Audience.” In order to speak during “Call to
Audience” please specify what you wish to discuss when completing the blue speaker card.
ADJOURNMENT
POSTED: 4/13/16 at 5:00 p.m. by mrs
AMENDED AGENDA POSTED: 4/19/16 at 4:00 p.m. by mrs
When possible, a packet of agenda materials as listed above is available for public inspection at least 24
hours prior to the Council meeting in the office of the Town Clerk between the hours of 8:00 a.m. –
5:00p.m.
The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a
disability needs any type of accommodation, please notify the Town Clerk’s Office at least five days prior
to the Council meeting at 229-4700.
INSTRUCTIONS TO SPEAKERS
Members of the public have the right to speak during any posted public hearing. However, those
items not listed as a public hearing are for consideration and action by the Town Council during
the course of their business meeting. Members of the public may be allowed to speak on these
topics at the discretion of the Chair.
If you wish to address the Town Council on any item(s) on this agenda, please complete a speaker card
located on the Agenda table at the back of the room and give it to the Town Clerk. Please indicate on
the speaker card which item number and topic you wish to speak on, or if you wish to speak
during “Call to Audience”, please specify what you wish to discuss when completing the blue
speaker card.
Please step forward to the podium when the Mayor announces the item(s) on the agenda which you are
interested in addressing.
1. For the record, please state your name and whether or not you are a Town resident.
2. Speak only on the issue currently being discussed by Council. Please organize your speech, you will
only be allowed to address the Council once regarding the topic being discussed.
3. Please limit your comments to 3 minutes.
4. During “Call to Audience” you may address the Council on any issue you wish.
5. Any member of the public speaking must speak in a courteous and respectful manner to those present.
Thank you for your cooperation.
Town Council Regular Session Item # 1.
Meeting Date:04/20/2016
Submitted By:Julie Bower, Town Clerk's Office
Information
Subject
Letter of Appreciation - Town Clerk's Office & IT Department
Attachments
Letter
ARI ZONA STATE TRANSPORTATION BOARD
Dougla s A. Ducey , Governor of Arizona
March 28, 2016
Mayor Satish Hir ema th
Town of Oro Va lle y
11000 N. La Canada Dr.
Oro Valley, AZ 85737
Re: AZ State Tran sportation Board Meeting March 18, 2016
Dear Mayor Hiremath:
Jo seph E. La Rue , Cha ir
Oeanna Beaver, Vice Chair
William Cuthbertson, M ember
Jack W. Sellers , M ember
MichaelS. Hammond, Member
Steven E. Stratton, Me m be r
Arlando S. Teller, Member
On behalf of the Arizona State Transportation Board and the Arizona Department of
Transportation staff, I would like to thank the Town of Oro Valley for allowing the Board to
conduct its March 18, 2016 meeting in the Oro Valley Town Hall. We especia lly want to thank
Michelle Stine for her outstanding customer se rvice to ADOT staff with meeting preparations,
and to Chuck Boyer and his staff for providing technical support.
We appreciate your ho spitality and efforts that went into planning the dinner event, and we
look forward to v i siti ng the Oro Valley/Tucson ar ea in the future .
Sinc erely,
Jo se ph E. La Rue
Board Chairman
206 South 17th Avenue _ MD lDOA • Phoenix, AZ 85007 . AZTransportationBoard.gov
Town Council Regular Session Item # 1.
Meeting Date:04/20/2016
Presentation - Amphi School District
Information
Subject
Amphi School District - STEM School
Summary
Attachments
No file(s) attached.
Town Council Regular Session Item # 2.
Meeting Date:04/20/2016
Certificates of Appreciation - Outgoing YAC members
Information
Subject
Certificates of Appreciation to outgoing members of the Youth Advisory Council
Summary
Attachments
No file(s) attached.
Town Council Regular Session Item # 3.
Meeting Date:04/20/2016
Introduction of new Visit Tucson Sports Manager Jeffrey John
Information
Subject
*Introduction of new Visit Tucson Sports Manager Jeffrey John (Item added on 4/19/16 at 11:00 a.m.)
Summary
Attachments
No file(s) attached.
Town Council Regular Session Item # A.
Meeting Date:04/20/2016
Requested by: Julie Bower Submitted By:Mike Standish, Town
Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
Minutes - April 6, 2016
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
N/A
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to approve (approve with the following changes) the April 6, 2016 minutes.
Attachments
4/6/16 Draft Minutes
4/6/16 Minutes, Town Council Regular Session 1
MINUTES
ORO VALLEY TOWN COUNCIL
REGULAR SESSION
April 6, 2016
ORO VALLEY COUNCIL CHAMBERS
11000 N. LA CANADA DRIVE
REGULAR SESSION AT OR AFTER 5:00 PM
CALL TO ORDER
Mayor Hiremath called the meeting to order at 5:00 p.m.
ROLL CALL
PRESENT:Satish Hiremath, Mayor
Brendan Burns, Councilmember
Bill Garner, Councilmember
Joe Hornat, Councilmember
Mary Snider, Councilmember
Mike Zinkin, Councilmember
EXCUSED:Lou Waters, Vice Mayor
EXECUTIVE SESSION - Pursuant to ARS 38-431.03(A)(1) Personnel Matter - Town
Manager’s annual performance review
MOTION:A motion was made by Councilmember Snider and seconded by
Councilmember Zinkin to go into Executive Session at 5:01 p.m. pursuant to ARS 38-
431.03(A)(1) Personnel Matter regarding the Town Manager's annual performance
review.
MOTION carried, 6-0.
Mayor Hiremath said the following staff members would join Council in Executive
Session: Town Manager Greg Caton, Town Attorney Gary Verburg and Town Clerk
Julie Bower.
REGULAR SESSION AT OR AFTER 6:00 PM
CALL TO ORDER
Mayor Hiremath called the meeting to order at 6:00 p.m.
4/6/16 Minutes, Town Council Regular Session 2
ROLL CALL
PRESENT:Satish Hiremath, Mayor
Brendan Burns, Councilmember
Bill Garner, Councilmember
Joe Hornat, Councilmember
Mary Snider, Councilmember
Mike Zinkin, Councilmember
EXCUSED:Lou Waters, Vice Mayor
PLEDGE OF ALLEGIANCE
Mayor Hiremath led the audience in the Pledge of Allegiance.
UPCOMING MEETING ANNOUNCEMENTS
Communications Administrator Misti Nowak announced the upcoming Town meetings
and events.
COUNCIL REPORTS and Spotlight on Youth
Councilmember Zinkin attended the National League of Cities Congressional City
Conference in Washington D.C. from March 5-9, 2016. He attended sessions at which
they discussed the Every Student Succeeds Act (ESSA), accessing and applying for
grants through Grant Finder and configuring meeting agendas to utilize a study session
format prior to the regular meeting.
Councilmember Snider recognized Molly Garnand, 5th grader at Painted Sky
Elementary, for her kindness, enthusiasm to learn and self-motivation.
DEPARTMENT REPORTS
Town Clerk Julie Bower announced that new artwork was on display in the Council
Chambers by artist Jean Beck.
Town Attorney Gary Verburg reported that at the last Council meeting held on March 2,
2016, concerns were raised regarding two Zoning Code issues. The first issue
concerned outdoor displays and the second issue concerned the sale of RV's in C-
2 zoning. With respect to the outdoor display issue, in 2011, the Town Council adopted
an ordinance which suspended the prohibition against the use of outdoor displays. The
time deadline for the prohibition was initially set to expire in 2013 but the time deadline
had been extended on several occasions by the Town Council. Recently, on January
20, 2016, the Town Council approved an additional extension of the temporary use of
outdoor displays until February 6, 2017, therefore, Mr. Verburg said he believed that no
violation had occurred.
4/6/16 Minutes, Town Council Regular Session 3
Regarding the issue of the sale of RV's in the Rancho Vistoso PAD, zoned C-2, Mr.
Verburg said because the Oro Valley Zoning Code didn't contain a specific classification
for RV sales, the Planning & Zoning Administrator made an interpretation that the
closest classification to RV sales was car sales, thus allowing the sale of RV's in C-2
zoning. This interpretation was not appealed to the Board of Adjustment so the
interpretation was final and therefore, the sale of RV's was lawful under the Town Code.
Police Chief Danny Sharp said at the last Council meeting on March 2, Councilmember
Zinkin thanked the Police Chief for reducing Police Department overtime expenses by
approximately $200,000 compared to the same time last fiscal year. Chief Sharp
clarified that the actual amount of savings was approximately $27,000 not $200,000.
ORDER OF BUSINESS
Mayor Hiremath reviewed the order of business and said the agenda would stand as
posted.
INFORMATIONAL ITEMS
1.Councilmember Garner and Councilmember Zinkin - 2016 NLC Congressional
City Conference Trip Report
2.Letter of Appreciation - Parks & Recreation
Councilmember Snider referenced the Parks and Recreation letter of appreciation which
thanked staff for keeping the archery range in great condition and thanked the
volunteers who monitored the archery range.
CALL TO AUDIENCE
Oro Valley resident Richard Tracy was concerned with certain Councilmembers’ lack of
understanding regarding Police Department operations and recommended that Council
read a book entitled, "Proven Strategies for Effective Community Oriented Policing"
written by Steven L. Rogers.
Oro Valley resident Jerry Simmons, President of Freedom's Foundation at Valley Forge
- Tucson Chapter, said the Foundation was an educational institution that honored civic
virtue and implored individuals to become involved. Mr. Simmons talked about the
Spirit of American Youth Leadership program and recognized Tristian Ugalde and Lily
Tees, seniors at Ironwood Ridge High School, for winning the essay competition. The
program included a mock congress, a free enterprise challenge and various leadership
skill activities.
Oro Valley resident Donald Bristow disagreed with the Town's written response
regarding two Zoning Code issues that he discussed at the March 2, 2016 regular
4/6/16 Minutes, Town Council Regular Session 4
Council meeting. He believed the interpretations made by staff distorted Code and
were used only to fit the agenda of staff and Council.
Oro Valley resident Barbara Stout spoke on the proposed rezoning at the Southeast
corner at Lambert Road and La Cholla Boulevard. She was concerned with traffic,
dangerous turn-outs onto La Cholla Boulevard, hydrology issues, lot sizes were
incompatible with existing homes in the area and the rezoning would displace
wildlife. She urged Council to deny the proposed rezoning.
PRESENTATIONS
1.Proclamation - National Public Safety Telecommunicators Week, April 10-16,
2016
Mayor Hiremath proclaimed the week of April 10-16, 2016 as National Public Safety
Telecommunicators Week in the Town of Oro Valley, in honor of the men and woman
whose diligence and professionalism keep our Town and citizens safe.
Michelle Devault, Oro Valley Police Department Communications Manager, accepted
the proclamation on behalf of the Oro Valley Police dispatchers.
CONSENT AGENDA
A.Minutes - March 2, 2016
C.Request for approval of an amended Final Plat for Campo Bello, Tract 1, located
at the northwest corner of Hardy Road and Calle Buena Vista
F.Resolution No. (R)16-13, authorizing and approving an Intergovernmental
Agreement (IGA) between Pima County and the Town of Oro Valley for the Pima
County Wireless Integrated Network (PCWIN) subscriber services
MOTION:A motion was made by Councilmember Hornat and seconded by
Councilmember Snider to approve Consent Agenda items (A), (C) and (F).
MOTION carried, 6-0.
B.Fiscal Year 2015/16 Financial Update through January 2016
Councilmember Zinkin inquired about the Fiscal Year 2015/16 Financial Update through
January 2016 and discussed his concerns regarding sales tax revenues and
Community Center Fund revenues and expenditures.
Discussion ensued amongst Council and staff regarding the Fiscal Year 2015/16
Financial Updates through January, 2016.
4/6/16 Minutes, Town Council Regular Session 5
MOTION:A motion was made by Councilmember Snider and seconded by
Councilmember Garner to approve item (B).
MOTION carried, 5-1 with Councilmember Zinkin opposed.
D.Request for approval of the Mattamy Homes Rancho Vistoso Parcel 5F Final
Plat, located on the northeast corner of Rancho Vistoso Boulevard and
Moore Road
Councilmember Zinkin asked for clarification regarding the proposed lots and
setbacks. Senior Planner Michael Spaeth said the patios were attached in groups.
MOTION:A motion was made by Councilmember Zinkin and seconded by
Councilmember Burns to approve item (D).
MOTION carried, 6-0.
E.Request for approval of a Block Plat amendment to the Hohokam Mesa Final
Plat, located on the southeast corner of Rancho Vistoso Boulevard and
Moore Road
Councilmember Zinkin asked for clarification regarding General Note #6. Mr. Spaeth
responded that the language in General Note #6 was standard on final plats.
Discussion ensued amongst Council and staff regarding possible drainage issues.
MOTION:A motion was made by Councilmember Zinkin and seconded by
Councilmember Burns to approve item (E).
MOTION carried, 6-0.
G.*Change of regular Council meeting date from Wednesday, May 18, 2016 to
Thursday, May 19, 2016 (Item added on 3/31/16)
Councilmember Garner asked for clarification regarding the proposed meeting date
change. Mayor Hiremath said the proposed meeting date change was due to the fact
that Canyon Del Oro High School and Ironwood Ridge High School both generally held
their graduation ceremonies on the Tuesday and/or Wednesday of the third week of
May.
MOTION:A motion was made by Councilmember Garner and seconded by
Councilmember Zinkin to approve item (G).
MOTION carried, 6-0.
REGULAR AGENDA
4/6/16 Minutes, Town Council Regular Session 6
1.RESOLUTION NO. (R)16-14, APPROVING A MEMORANDUM OF
UNDERSTANDING BETWEEN THE PUBLIC SAFETY EMPLOYEES AND THE
TOWN OF ORO VALLEY PURSUANT TO CHAPTER 4, SECTION 4-1-8 OF
THE TOWN CODE, PUBLIC SAFETY EMPLOYEE RELATIONS AND
PROCESSES
Human Resources Director Gary Bridget presented item #1 and outlined the following:
-Increase in On-Call Pay
-Increase in Shift Differential Pay
-Eliminating Consideration of Sick Leave for Overtime
-Lowering Employer Paid Healthcare Premiums of Employee Only Healthcare
Premiums
-Formatting and Other Minor Corrections
Discussion ensued amongst Council and staff regarding the proposed MOU between
the Public Safety Employees and the Town of Oro Valley.
MOTION:A motion was made by Councilmember Snider and seconded by Mayor
Hiremath to approve Resolution No. (R)16-14, approving a Memorandum of
Understanding between public safety employees and the Town of Oro Valley pursuant
to Chapter 4, Section 4-1-8 of the Town Code, Public Safety Employee Relations and
Processes.
Councilmember Burns made the following three amendments to the main motion:
Amendment #1: Add the following language after the last sentence in Section 1.16,
"DURING HOURS OTHER THAN MEMBERS REGULAR HOURS AND/OR DAILY
WORK".
Amendment #2: Section 7.01, change 50% to 100% so as to read, "The Town agrees
to pay 100% of the officer's sick leave hours that have accrued above 480 hours to the
surviving spouse and all dependents of an officer who dies as a direct result of
performing police duties."
Amendment #3: Attachment "B", #13 shall read, "One hundred percent of the member's
long-term disability insurance premium is paid by Town for non-A.S.R.S. participant
members FROM EITHER PRE-TAX OR POST-TAX DOLLARS AT THE OFFICERS
DISCRETION".
Mr. Bridget and Officer Marshall Morris said they agreed with the first proposed
amendment but preferred to research the second and third proposed amendments in
order to understand the full fiscal impact.
Councilmember Burns withdrew his third amendment and requested that a Council
Report be created and distributed regarding the fiscal impact of the requested change
4/6/16 Minutes, Town Council Regular Session 7
and then bring the amendment back before Council at a later date for consideration and
possible action.
Councilmember Snider agreed only to Amendment #1.
MOTION:A motion was made by Councilmember Burns and seconded by
Councilmember Garner to modify Section 7.01 by changing 50% to 100% so as to read,
"The Town agrees to pay 100% of the officer's sick leave hours that have accrued
above 480 hours to the surviving spouse and all dependents of an officer who dies as a
direct result of performing police duties".
MOTION TO THE AMENDMENT carried, 5-1 with Mayor Hiremath opposed.
ORIGINAL MOTION INCLUDING AMENDMENT #1 carried, 6-0.
Mayor Hiremath recessed the meeting at 7:44 p.m.
Mayor Hiremath reconvened the meeting at 7:54 p.m.
2.PRESENTATION OF TOWN MANAGER’S RECOMMENDED BUDGET FOR
FISCAL YEAR 2016/17 (FY 2016/17 Recommended Budget Document added on
4/6/16 at 12:30 p.m.)
Town Manager Greg Caton presented item #2 and outlined the following:
-FY 16/17 Budget Timeline
-Budget Snapshot
-Strategic Plan Budget Focus Areas
-Fiscal Responsibility
-Communication
-Economic Development
-Parks, Recreation and Cultural Development
-Community Infrastructure and Services
Finance Director Stacey Lemos spoke on the FY 16/17 Recommended Budget and
outlined the following:
-New Initiatives
-Financial Overview
-Revenue Projections
-Personnel Changes
-Capital Improvement Program (CIP)
-Awards and Accolades
3.**PUBLIC HEARING: ORDINANCE NO. (O)16-04, REZONING AN
APPROXIMATELY 141-ACRE PROPERTY LOCATED ON THE SOUTHEAST
4/6/16 Minutes, Town Council Regular Session 8
CORNER OF LA CHOLLA BOULEVARD AND LAMBERT LANE FROM R1-144
TO R1-43 AND USE OF MINIMUM LOT SIZE, BUILDING HEIGHT AND
MODIFIED REVIEW PROCESS FLEXIBLE DESIGN OPTIONS (Removed from
the agenda on 4/4/16 at 4:45 p.m. per the request of the applicant)
4.AMENDING SECTIONS 28 AND 27.5 OF THE ORO VALLEY ZONING CODE
RELATING TO LIGHTING FOR SIGNS
a.RESOLUTION NO. (R)16-15, DECLARING THE PROPOSED AMENDMENT TO
SECTION 28 AND RELATED SECTIONS OF THE ORO VALLEY ZONING
CODE REGARDING SIGN LIGHTING, A PUBLIC RECORD
MOTION:A motion was made by Councilmember Snider and seconded by
Councilmember Burns to approve Resolution No. (R)16-15, declaring the proposed
amendments to Section 28 and related sections of the Oro Valley Zoning Code
regarding sign lighting, a public record.
MOTION carried, 6-0.
b.PUBLIC HEARING: ORDINANCE NO. (O)16-05, AMENDING SECTION 28 AND
RELATED SECTIONS OF THE ORO VALLEY ZONING CODE REVISED TO
ESTABLISH LIGHTING STANDARDS FOR SIGNS
Zoning Plans Examiner Patty Hayes presented item #4b. and outlined the following:
-Purpose
-Sign Lighting
-Wall Signs with LED Lighting
-Kelvin Measurement
-Kelvin Temperature of LED Wall Signs
-Message Board with LED
-Nits for Message Boards with LED
-Enforcement
-General Plan
-Recommendation
Mayor Hiremath opened the public hearing.
No comments were received.
Mayor Hiremath closed the public hearing.
Discussion ensued amongst Council, staff and Dave Perry, President and CEO of the
Greater Oro Valley Chamber of Commerce, regarding the proposed ordinance
establishing lighting standards for signs.
4/6/16 Minutes, Town Council Regular Session 9
The following individual spoke in favor of item 4b.
Oro Valley resident Donald Bristow
Hy Kaplan, representative for Hy-Light Design, clarified that LED signs could not be
easily made brighter. Instead, the sign would have to be taken apart and a new brighter
strand of LED's inserted into the sign. Brightness levels for fuel signs were factory set
and would require a manufacturer to change the brightness setting.
MOTION:A motion was made by Councilmember Zinkin and seconded by
Councilmember Hornat to approve Ordinance No. (O)16-05, an amendment to Section
28 and related sections of the Oro Valley Zoning Code establishing lighting standards
for signs, based on a finding that the amendment is consistent with the General Plan.
MOTION carried, 6-0.
5.**PUBLIC HEARING: ORDINANCE NO. (O)16-06, AMENDING SECTION 22.9
OF THE ORO VALLEY ZONING CODE REVISED RELATED TO MINOR FINAL
PLAT AMENDMENTS (Removed from the agenda on 4/4/16 at 4:45 p.m.)
6.DISCUSSION AND POSSIBLE DIRECTION REGARDING AN ORDINANCE
ELIMINATING ENGINE BRAKING IN THE TOWN LIMITS OF ORO VALLEY
Councilmember Zinkin presented item #6.
Discussion ensued amongst Council and staff regarding an ordinance eliminating
engine braking in the Town of Oro Valley.
Town Council directed staff to place signage near town limits informing drivers that
engine breaking was not allowed within Town limits.
7.DISCUSSION AND POSSIBLE DIRECTION REGARDING PLACING A
QUESTION TO SELL TOWN ASSETS ON THE BALLOT AT AN UPCOMING
ELECTION
Councilmember Zinkin presented item #7.
Discussion ensued amongst Council and staff regarding placing a question to sell Town
assets on the ballot at an upcoming election.
No direction was given to Town staff.
FUTURE AGENDA ITEMS
4/6/16 Minutes, Town Council Regular Session 10
Councilmember Zinkin requested a future agenda item to discuss and review the
council agenda format and include a study session prior to the regular session meeting,
seconded by Councilmember Burns.
CALL TO AUDIENCE
No comments were received.
ADJOURNMENT
MOTION:A motion was made by Councilmember Hornat and seconded by
Councilmember Garner to adjourn the meeting at 8:57 p.m.
MOTION carried, 6-0.
Prepared by:
_________________________
Michael Standish, CMC
Deputy Town Clerk
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of
the regular session of the Town of Oro Valley Council of Oro Valley, Arizona held on the
6th day of April, 2016. I further certify that the meeting was duly called and held and that
a quorum was present.
Dated this ______ day of ______________________, 2016.
___________________________
Julie K. Bower, MMC
Town Clerk
Town Council Regular Session Item # B.
Meeting Date:04/20/2016
Requested by: Stacey Lemos Submitted By:Wendy Gomez, Finance
Department:Finance
Information
SUBJECT:
Fiscal Year 2015/16 Financial Update through February 2016
RECOMMENDATION:
This item is for information only.
EXECUTIVE SUMMARY:
In the General Fund (see Attachment A), revenues collected through February totaled
$20.1 million or 62.5% of the budget amount of $32.2 million. Year-to-date expenditures
through February totaled $19.7 million or 61.5% of the budget amount of $32.1 million.
In the Highway Fund (see Attachment B), revenues collected through February totaled
$2.2 million or 69.8% of the budget amount of $3.2 million. Year-to-date expenditures
through February totaled $2.5 million or 51.3% of the budget amount of $4.9 million.
In the Bed Tax Fund (see Attachment C), revenues collected through February totaled
$562,929 or 59.3% of the budget amount of $950,000. Year-to-date expenditures
through February totaled $669,248 or 61.6% of the budget amount of $1.1 million.
Please note that expenditures through February include the budgeted transfer of
approximately $230,000 to the Municipal Debt Service Fund for debt service due on the
Aquatic Center bonds, as well as one-half of the budgeted transfer of $185,000 to the
General Fund for the Aquatic Center expansion and related operational cost increases.
In the Community Center Fund (see attachments D-1, D-2 and D-3), revenues collected
through February totaled $3.6 million or 49.1% of the budget amount of $7.4 million.
Year-to-date expenditures through February totaled $4.5 million or 55.5% of the budget
amount of $8.2 million.
BACKGROUND OR DETAILED INFORMATION:
GENERAL FUND
GENERAL FUND
Attachment A shows General Fund revenues and expenditures through February, as well
as year-end estimates for each category. The estimated year-end projections in the
General Fund are as follows:
Revenues $31,500,037
Less:
Expenditures ($31,317,107)
Less:
Council-Approved Use of Contingency:
- 8.8 Acre Land Purchase ($ 265,000) Approved September 2, 2015
- Lawsuit Settlement ($ 30,000) Approved September 16, 2015
- Special Election Costs ($ 24,131) Approved June 17, 2015
Est. Decrease in Fund Balance ($ 136,201)
General Fund Revenues
Please note that some of our largest recurring revenue sources in the General
Fund, including retail sales tax and state-shared sales tax are seasonal in nature.
These revenues typically see an increase through the second half of the fiscal
year, following collections from holiday sales and tax return season. Actuals
through the months of April/May will provide good indication and the clearest
picture of year-end figures.
Local sales tax collections in the General Fund total $9.4 million or 61.1% of the
budget amount of $15.4 million. Sales tax collections in the General Fund are
estimated to come in below budget by approximately $633,000 or 4.1% due entirely
to one-time construction sales taxes from updated projections on single family
residential building activity and slower commercial development than planned.
Single family residential permits for FY 15/16 are estimated at 165, versus 200
budgeted. This is a shortfall in one-time revenues, and because one-time revenues
are dedicated to one-time capital improvement projects, this shortfall does not
impact ongoing Town operations. All other local sales tax categories are trending on
budget. Please see Attachment F for a monthly tracking of General Fund local sales
tax collections, including retail, construction and utility sales tax.
License and permit revenues total $919,390 or 52.1% of the budget amount of $1.8
million. These revenues are estimated to come in under budget by about $295,000
or 16.7% due to updated projections on residential and commercial building activity,
as referenced above.
Federal Grant revenues total $376,533 or 68.3% of the budget amount of $551,545.
These revenues are estimated to come in under budget by about $26,000 or 4.7%
due to revised estimates reflective of awarded funding, as well as recent financial
changes at the Counter Narcotics Alliance (CNA). The loss in CNA revenue is
estimated at $57,000 and will be offset with vacancy savings in the Police
Department.
State shared revenues total $6.8 million or 65.5% of the budget amount of $10.4
million, and are estimated to come in over budget by roughly $146,000 or 1.4%
based on projections from the Arizona Department of Revenue and the League of
Arizona Cities and Towns.
Charges for Services revenues total $1.3 million or 68.5% of the budget amount of
$1.9 million. Charges for Services revenues are estimated to come in over budget
by about $102,000 or 5.4% due mostly to revenue at the Aquatic Center.
Revenues from fines total $103,654 or 86.4% of the budget amount of $120,000,
and are estimated to come in over budget by $20,000 or 16.7% based on observed
trends.
Staff will continue to monitor revenue collections and may adjust the year-end estimates
based on actual trends.
General Fund Expenditures
Expenditures are estimated to come in under budget by about $756,000 or 2.4%. Of
this amount, approximately $486,000 was planned for one-time Capital
Improvement Program (CIP) projects, to be funded entirely with one-time
construction sales taxes and permitting revenues. Projects were slowed or placed
on hold due to the updated projections on single family residential and commercial
construction activity, as referenced above. Please note that although the Parks and
Recreation Department is expected to go over budget by about $65,000, or 2.2%,
due to Aquatic Center expenditures, this overage will be more than offset by
revenues that are also expected to exceed budget by approximately $100,000. The
remaining expenditure budget variances in other departments are due to estimated
personnel and department operating savings. Please note that these savings are
estimates and are subject to change.
HIGHWAY FUND
Highway Fund Revenues
State shared highway user funds total roughly $1.9 million or 64.1% of the budget
amount of $3.0 million and are expected to come in on budget at year-end. State
grant revenues are estimated at $173,341 for the fiscal year, due to
reimbursements from the Pima Association of Governments (PAG) and the
Regional Transportation Authority (RTA) for contract administration of roadway
projects, as well as Transportation Art by Youth (TABY) program expenditures.
Highway Fund revenues in total are estimated to come in over budget by about
$202,000 or 6.3%.
Highway Fund Expenditures
Expenditures are estimated to come in under budget by about $188,000 or 3.9%.
This variance is due largely to the Tangerine Access to Safeway (1st Ave) CIP
project, which is expected to roll over into FY 16/17. Please note that these figures
are estimates and are subject to change.
BED TAX FUND
Bed Tax Revenues
Bed tax revenues total $558,433 or 59.1% of the budget amount of $945,000, and
are estimated to come in on budget at this time. Please note that bed tax revenues
are seasonal in nature, as a considerable portion of these revenues are typically
collected through spring.
Bed Tax Fund Expenditures
Expenditures are estimated to come in under budget by about $5,600 or 0.5% due
to projected personnel savings. Please note that these savings are estimates and
are subject to change.
COMMUNITY CENTER FUND
Attachment D-1 shows the consolidated financial status of the Community Center Fund
with all revenues and expenditures from Troon and Town-managed operations.
Attachment D-2 shows the monthly line item detail for the Troon-managed operations,
specifically revenues and expenditures associated with the golf, tennis, food and
beverage and lifeguard operations. The totals in the revenue and expenditure categories
in Attachment D-2 tie to the Contracted Operating Revenues and Expenditures in
Attachment D-1.
Attachment D-3 shows the revenues and expenditures for the Troon-managed food and
beverage operations only.
Community Center Fund Revenues
Please note that most of our revenue sources in the Community Center Fund,
including golf revenues and the half-cent sales tax are seasonal in nature. These
revenues typically see an increase through the second half of the fiscal year,
following collections from holiday sales and tax return season, as well as winter
and spring golf season activity. Actuals through April and May will provide good
indication and the clearest picture of year-end figures.
Revenues in the Community Center Fund total $3.6 million or 49.1% of the budget
amount of $7.4 million. Contracted operating revenues from Troon total $1.9 million
and Town operating revenues total $439,055. Local sales tax revenues from the
dedicated half-cent sales tax total $1.3 million or 63.7% of the budget amount of
dedicated half-cent sales tax total $1.3 million or 63.7% of the budget amount of
$2,000,000.
Contracted operating revenues from Troon are estimated to come in under budget
by about $1.7 million or 35.2%, based on the updated forecast from Troon through
the remainder of the fiscal year. These revenue estimates have been revised
downward to $3.1 million from the original budgeted amount of $4.7 million based
on lower revenue trends observed in the first half of the fiscal year.
Town operating revenues are estimated to come in over budget by about $27,000 or
4.2% due to member dues, which are expected to come in nearly 10% over
budgeted figures.
Community Center Expenditures
Expenditures in the Community Center Fund total about $4.5 million or 55.5% of the
budget amount of $8.2 million. Contracted operating expenditures from Troon
total $3.8 million and Town operating expenditures total $443,488. Capital outlay
expenditures total $328,266.
Contracted operating expenditures from Troon are estimated to come in under
budget by about $895,000 or 14.3%, based on the updated forecast from Troon
through the remainder of the fiscal year reflecting savings from operational changes
that were implemented in December, as well as other line item expense reductions
in the operations and maintenance categories, including closure of the golf courses
on Mondays, reduced hours at The Overlook restaurant, reductions in staffing
levels in the golf maintenance and restaurant operations, closure of the lap
pool and reduced hours at the tennis facilities. The year-end expenditure estimates
have been revised downward to $5.4 million from the original budgeted amount of
$6.3 million. Accordingly, the year-end net loss for the Troon-managed operations
has been revised from the budgeted amount of $1.5 million to approximately $2.3
million.
The ending fund balance in the Community Center Fund is estimated at $128,193.
Please see Attachments A, B, and C for additional details on the General Fund, Highway
Fund and Bed Tax Fund. See Attachments D-1, D-2 and D-3 for additional details on the
Community Center Fund. See Attachment E for a fiscal year-to-date consolidated
summary of all Town Funds. See Attachment F for a breakdown of monthly local sales
tax collections for the General Fund.
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
This item is for information only.
Attachments
Attachment A - General Fund
Attachment B - Highway Fund
Attachment C - Bed Tax Fund
Attachment D-1 Community Center Fund
Attachment D-2 Troon Cash Flow
Attachment D-3 Troon F&B
Attachment E - Summary All Funds
Attachment F - Gen Fund Local Sales Tax
ATTACHMENT A
February YTD Financial Status
General Fund
% Budget Completion through February --- 66.7%
% Actuals YE % Variance
to Budget to Budget
REVENUES:
LOCAL SALES TAX 9,381,137 15,350,654 61.1% 14,717,655 -4.1%
LICENSES & PERMITS 919,390 1,764,000 52.1% 1,469,062 -16.7%
FEDERAL GRANTS 376,533 551,545 68.3% 525,889 -4.7%
STATE GRANTS 852,055 1,434,300 59.4% 1,442,016 0.5%
STATE/COUNTY SHARED 6,827,409 10,428,531 65.5% 10,574,275 1.4%
OTHER INTERGOVERNMENTAL 79,429 105,000 75.6% 115,000 9.5%
CHARGES FOR SERVICES 1,283,491 1,873,834 68.5% 1,975,521 5.4%
FINES 103,654 120,000 86.4% 140,000 16.7%
INTEREST INCOME 64,735 94,400 68.6% 94,400 0.0%
MISCELLANEOUS 109,090 135,000 80.8% 141,220 4.6%
TRANSFERS IN 92,500 305,000 30.3%305,000 0.0%
TOTAL REVENUES 20,089,425 32,162,264 62.5% 31,500,037 -2.1%
% Actuals YE % Variance
to Budget to Budget
EXPENDITURES:
COUNCIL 147,508 211,995 69.6% 211,995 0.0%
CLERK 230,166 407,900 56.4% 372,900 -8.6%
MANAGER 487,906 769,521 63.4% 769,521 0.0%
HUMAN RESOURCES 210,595 366,775 57.4% 358,775 -2.2%
FINANCE 457,890 779,760 58.7% 735,141 -5.7%
INFORMATION TECHNOLOGY 973,914 1,571,326 62.0% 1,571,326 0.0%
GENERAL ADMINISTRATION 1,145,460 1,804,970 63.5% 1,788,427 -0.9%
LEGAL 449,265 764,837 58.7% 722,103 -5.6%
COURT 499,481 837,629 59.6% 803,829 -4.0%
DEV & INFRASTRUCTURE SVCS 2,836,291 4,596,216 61.7% 4,536,574 -1.3%
PARKS & RECREATION 1,878,336 3,004,988 62.5% 3,070,212 2.2%
POLICE 9,470,413 15,250,016 62.1% 15,155,469 -0.6%
TRANSFERS OUT 935,835 1,706,810 54.8%1,220,835 -28.5%
TOTAL EXPENDITURES 19,723,061 32,072,743 61.5% 31,317,107 -2.4%
SURPLUS / (DEFICIT) 366,363 89,521 182,930
BEGINNING FUND BALANCE 10,151,872
Plus: Surplus / (Deficit)182,930
Less:
Approved Use of Contingency Reserves during FY 15/16:
8.8 Acre Land Purchase (Proximity to JDK Park and CDO High School)(265,000)
Special Election Costs (24,131)
Lawsuit Settlement - Mora v. Town of Oro Valley (30,000)
ENDING FUND BALANCE ** 10,015,671
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
FY 2015/2016
Year End
Estimate *
Budget Year End
Estimate *
Actuals
thru 2/2016
Actuals
thru 2/2016
Budget
F:\BUDGET ANALYST\Financial Reports 2015-2016\3Q\Feb\Feb FY 16 Monthly Report 04/12/2016
ATTACHMENT B
February YTD Financial Status FY 2015/2016
% Budget Completion through February --- 66.7%
Actuals
thru 2/2016 Budget % Actuals
to Budget
Year End
Estimate *
YE % Variance
to BudgetREVENUES:
LICENSES & PERMITS 27,174 51,000 53.3% 48,000 -5.9%
STATE GRANTS 151,939 - 0.0% 173,341 0.0%
STATE/COUNTY SHARED 1,912,456 2,985,464 64.1% 2,985,464 0.0%
CHARGES FOR SERVICES 89,333 134,000 66.7% 134,000 0.0%
INTEREST INCOME 24,068 22,400 107.4% 25,407 13.4%
MISCELLANEOUS 30,785 10,000 307.9%38,582 285.8%
TOTAL REVENUES 2,235,756 3,202,864 69.8% 3,404,793 6.3%
Actuals
thru 2/2016 Budget % Actuals
to Budget
Year End
Estimate *
YE % Variance
to Budget
EXPENDITURES:
ADMINISTRATION 637,398 880,396 72.4% 860,496 -2.3%
TRANSPORTATION ENGINEERING 351,815 561,772 62.6% 561,772 0.0%
PAVEMENT MANAGEMENT 512,976 1,473,581 34.8% 1,518,581 3.1%
STREET MAINTENANCE 669,647 1,159,510 57.8% 1,145,256 -1.2%
TRAFFIC ENGINEERING 320,274 783,419 40.9%585,039 -25.3%
TOTAL EXPENDITURES 2,492,111 4,858,678 51.3% 4,671,144 -3.9%
SURPLUS / (DEFICIT) (256,355) (1,655,814) (1,266,350)
BEGINNING FUND BALANCE 3,291,083
Plus: Surplus / (Deficit)(1,266,350)
ENDING FUND BALANCE **2,024,733
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
Highway Fund
F:\BUDGET ANALYST\Financial Reports 2015-2016\3Q\Feb\Feb FY 16 Monthly Report 04/12/2016
ATTACHMENT C
February YTD Financial Status
% Budget Completion through February --- 66.7%
% Actuals YE % Variance
to Budget to Budget
REVENUES:
BED TAXES 558,433 945,000 59.1% 945,000 0.0%
INTEREST INCOME 4,495 4,800 93.6%4,800 0.0%
TOTAL REVENUES 562,929 949,800 59.3% 949,800 0.0%
% Actuals YE % Variance
to Budget to Budget
EXPENDITURES:
ECONOMIC DEVELOPMENT 347,204 672,732 51.6% 667,104 -0.8%
TRANSFERS OUT 322,044 414,544 77.7%414,544 0.0%
TOTAL EXPENDITURES 669,248 1,087,276 61.6% 1,081,648 -0.5%
SURPLUS / (DEFICIT) (106,319) (137,476) (131,848)
BEGINNING FUND BALANCE 464,626
Plus: Surplus / (Deficit)(131,848)
ENDING FUND BALANCE **332,778
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
FY 2015/2016
Year End
Estimate *
Budget Year End
Estimate *
Bed Tax Fund
Budget Actuals
thru 2/2016
Actuals
thru 2/2016
F:\BUDGET ANALYST\Financial Reports 2015-2016\3Q\Feb\Feb FY 16 Monthly Report 04/12/2016
ATTACHMENT D-1
February YTD Financial Status
% Budget Completion through February --- 66.7%
% Actuals YE % Variance
to Budget to Budget
REVENUES:
CONTRACTED OPERATING REVENUES
Golf Revenues 594,042 1,771,106 33.5% 1,051,408 -40.6%
Member Dues (Golf) 565,626 1,370,867 41.3% 882,626 -35.6%
Tennis Revenues 216,851 279,837 77.5% 307,666 9.9%
Food & Beverage 383,575 850,852 45.1% 620,053 -27.1%
Merchandise & Other 135,409 469,671 28.8%211,909 -54.9%
1,895,503 4,742,333 40.0% 3,073,662 -35.2%
TOWN OPERATING REVENUES
Daily Drop-Ins 14,756 27,550 53.6% 23,000 -16.5%
Member Dues 386,771 526,480 73.5% 577,111 9.6%
Recreation Programs 35,344 84,000 42.1% 76,000 -9.5%
Tennis Court Rentals - 7,200 0.0% 7,200 0.0%
Facility Rental Income 969 13,200 7.3% 1,240 -90.6%
Concession Sales 965 - 0.0% 1,200 0.0%
Special Events 250 - 0.0%250 0.0%
439,055 658,430 66.7% 686,001 4.2%
OTHER REVENUES
Local Sales Tax 1,273,775 2,000,000 63.7% 2,000,000 0.0%
Real Property Rental Income 27,861 - 0.0% 27,861 0.0%
Donations 100 - 0.0%100 0.0%
1,301,736 2,000,000 65.1% 2,027,961 1.4%
TOTAL REVENUES 3,636,294 7,400,763 49.1% 5,787,624 -21.8%
% Actuals YE % Variance
to Budget to Budget
EXPENDITURES:
CONTRACTED OPERATING EXPENDITURES
Personnel 1,583,149 2,638,457 60.0% 2,207,029 -16.4%
Operations & Maintenance 1,900,944 3,289,219 57.8% 2,757,184 -16.2%
Equipment Leases 284,872 333,000 85.5%401,728 20.6%
3,768,965 6,260,676 60.2% 5,365,941 -14.3%
TOWN OPERATING EXPENDITURES
Personnel 329,173 462,517 71.2% 576,587 24.7%
Operations & Maintenance 114,316 225,140 50.8%172,125 -23.5%
443,488 687,657 64.5% 748,712 8.9%
CAPITAL OUTLAY 328,266 1,115,000 29.4% 450,000 -59.6%
TRANSFER TO GENERAL FUND - 120,000 0.0% 120,000 0.0%
TOTAL EXPENDITURES 4,540,719 8,183,333 55.5% 6,684,653 -18.3%
SURPLUS / (DEFICIT) (904,426) (782,570) (897,029)
BEGINNING FUND BALANCE 1,025,222
Plus: Surplus / (Deficit)(897,029)
ENDING FUND BALANCE **128,193
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
FY 2015/2016
Actuals
thru 2/2016 Budget Year End
Estimate *
Community Center Fund
Actuals
thru 2/2016 Budget Year End
Estimate *
F:\BUDGET ANALYST\Financial Reports 2015-2016\3Q\Feb\Feb FY 16 Monthly Report 04/12/2016
ATTACHMENT D-2
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3,073,662
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150,548
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To
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3
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Em
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5
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41,006
Pr
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f
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A dv
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Co
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Re
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512,227
Op
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E
x
p
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2
7
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271,285
To
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x
p
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3
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3,059,827
Op
e
r
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i
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g
P
r
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f
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t
(
1
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(
1
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2
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Le
a
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a
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1
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Le
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,
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1,198,060
Fi
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1,599,788
Gr
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O
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P
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3
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3
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3
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(1,285,205) (2,137,773)
In
s
u
r
a
n
c
e
-
8
6
-
8
6
8
6
8
6
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520
Pr
o
p
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T
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1
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4,612
Fe
e
s
,
P
e
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m
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&
L
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c
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n
s
e
s
9
2
5
0
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6
8
0
-
1
4
0
-
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3
6
5
8
3
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6
1
9
2,631
Ba
s
e
M
a
n
a
g
e
m
e
n
t
F
e
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s
1
2
,
0
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1
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0
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1
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,
0
0
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1
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0
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0
1
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0
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6
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0
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0
144,000
Ba
d
D
e
b
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-
1
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0
8
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2
7
0
6
0
0
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1
5
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4
0
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2
,
7
4
3
-
2,743
To
t
a
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O
t
h
e
r
E
x
p
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s
1
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,
0
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4
1
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1
3
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3
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7
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7
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2
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1
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4
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154,506
Ne
t
I
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c
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(
L
o
s
s
)
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4
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3
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(
3
5
3
,
3
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(
3
3
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2
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1
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7
9
0
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(
1
3
5
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7
1
4
)
(
6
2
,
7
0
9
)
(
6
1
,
2
9
4
)
(
1
,
8
7
3
,
4
6
4
)
(1,518,343) (2,292,279) 04/12/2016
ATTACHMENT D-3
ACTUAL BUDGET ACTUAL BUDGET
MONTH MONTH Y-T-D Y-T-D
FOOD & BEVERAGE REVENUE 57,623 87,726 383,475 542,054
TOTAL REVENUES 57,623 87,726 383,475 542,054
COST OF SALES 20,170 27,023 139,166 171,679
PAYROLL & BENEFITS 48,971 45,527 367,964 318,925
OPERATING EXPENSES 4,144 7,501 59,458 60,042
NET INCOME (LOSS) (15,662) 7,675 (183,113) (8,592)
EL CONQUISTADOR
INCOME STATEMENT CONSOLIDATED - RESTAURANT/GRILLE - FEBRUARY 2016
04/12/2016
ATTACHMENT E
Co
n
s
o
l
i
d
a
t
e
d
Y
e
a
r
-
t
o
-
D
a
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F
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R
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h
r
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u
g
h
F
e
b
r
u
a
r
y
,
2
0
1
6
FY 2015/201 6
FY
1
5
/
1
6
C
a
p
i
t
a
l
L
e
a
s
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s
/
Left in Accounts
Be
g
i
n
B
a
l
.
T
r
a
n
s
f
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r
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u
t
Thru Feb 2016
Ge
n
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l
F
u
n
d
-
Un
a
s
s
i
g
n
e
d
8
,
5
9
7
,
8
7
3
1
9
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9
9
6
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9
2
5
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2
,
5
0
0
2
0
,
0
8
9
,
4
2
5
9
3
5
,
8
3
5
1
4
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3
5
1
,
2
2
7
4
,
2
8
8
,
9
5
6
1
4
7
,
0
4
3
- - 19,723,061 8,964,237
Ge
n
e
r
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l
F
u
n
d
-
A
s
s
i
g
n
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d
1
,
5
5
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9
- 1,553,999
Hi
g
h
w
a
y
F
u
n
d
-
R
e
s
t
r
i
c
t
e
d
3
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2
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1
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0
8
3
2
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2
3
5
,
7
5
6
-
2
,
2
3
5
,
7
5
6
2
2
8
,
3
6
6
1
,
2
1
4
,
4
0
3
3
9
5
,
7
2
5
6
5
3
,
6
1
7
- - 2,492,111 3,034,728
Se
i
z
u
r
e
&
F
o
r
f
e
i
t
u
r
e
-
J
u
s
t
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c
e
/
S
t
a
t
e
2
3
5
,
9
5
2
6
9
,
3
3
4
-
6
9
,
3
3
4
-
1
3
9
,
5
0
4
1
0
,
3
4
0
1
7
,
3
1
2
- - 167,156 138,130
Be
d
T
a
x
F
u
n
d
-
C
o
m
m
i
t
t
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d
4
6
4
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6
2
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5
6
2
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9
2
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-
5
6
2
,
9
2
9
3
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2
,
0
4
4
1
5
5
,
2
8
0
1
9
1
,
9
2
4
-
- - 669,248 358,307
Im
p
o
u
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d
F
e
e
F
u
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d
2
8
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4
3
5
3
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0
3
0
-
3
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0
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0
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7
4
-
-
- - 17,974 44,492
Co
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04/12/2016
Town Council Regular Session Item # 1.
Meeting Date:04/20/2016
Requested by: Philip Saletta Submitted By:Danielle Tanner, Water
Department:Water
Information
SUBJECT:
CONSIDERATION AND ACCEPTANCE OF THE ORO VALLEY WATER UTILITY
COMMISSION ANNUAL REPORT, DATED APRIL 2016
RECOMMENDATION:
The Water Utility Commission and Staff recommend Council accept the report.
EXECUTIVE SUMMARY:
Pursuant to Oro Valley Town Code Article 15-4-5, the Water Utility Commission is to
render an annual report to the Town Council. As such, the Water Utility Commission
Annual Report, dated April 2016, is attached for Council's review and consideration.
This report is the Commission's 20th annual report and includes information on the
activities and accomplishments of the Water Utility, identifying water-related matters and
issues facing the Town currently and in the future. The Water Utility Commission
reviewed and approved the report on April 11, 2016
BACKGROUND OR DETAILED INFORMATION:
The Water Utility Commission Annual Report, dated April 2016, includes the following
information:
Actions of the Water Utility Commission:
Approval of and recommendation for acceptance of the Annual Report
Recommendation for a change in policy for cash reserves
Recommendation to expand the use of the groundwater preservation fees
Recommendation for the refunding of the 2005 Series Bonds
Recommendation for approval of Amendment 3 of the Reclaimed IGA
Recommendation for an increase in water rates and fees
Customer Service
Delivered 2.21 billion gallons of potable water and 656 million gallons of
reclaimed water
Served a total of 19,264 service connections
Responded to 35,271 customer contacts
Water Quality
Water Quality
Met all federal and state (EPA and ADEQ) water quality standards and
regulations
Prepared and distributed the Consumer Confidence Report to customers
Water Conservation Program
Participation of 424 students in Conservation Kids, our youth water
conservation education program
Performed 85 water audits for our customers
Provided AquaHawk Alerting training to customers
Over 3,000 customers registered in AquaHawk Alerting
Continued the Advanced Metering Infrastructure Project with an expected
completion date of June 30, 2016
Water Supply and Delivery
Recharged our full allocation of 10,305 acre feet of Central Arizona Project
water
Delivered 2,074 acre feet of our Central Arizona Project water through the
Tucson Water system
Water Distribution staff installed repaired 6 water main breaks
Groundwater level declines were less than the previous year
Decline of 1.13 feet in the Oro Valley Water Service area
Rise of 5.25 feet in the Countryside Water Service Area
Used less groundwater than the previous year and are within the
sustainable amounts for groundwater production
Financial
Prepared the15-year Capital Project Program
Prepared Water Rates Analysis
Refunded the 2005 Series Bonds for a savings of $111,524 in interest
Fitch Ratings and Standard and Poors affirmed the Utility’s bond ratings with a
stable outlook
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to (accept or not accept) the Water Utility Commission Annual Report, dated
April 2016.
Attachments
WUC ANNUAL REPORT
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION ANNUAL REPORT
APRIL 2016
TABLE OF CONTENTS
Page
About the Water Utility Commission ......................................................................1
Executive Summary ................................................................................................4
Customer Service Section ........................................................................................8
Meters Operations Section .......................................................................................9
Water Quality ........................................................................................................10
Current Water Supply ............................................................................................12
Water Resource Planning and Management ..........................................................16
Water Conservation Program .................................................................................19
Water Utility Operations – Production and Distribution .......................................20
Security and Emergency Response Plan ................................................................23
Water Resource and Planning Division .................................................................24
Financial Highlights ...............................................................................................27
Appendices
A. Utility Statistics
B. Capital Improvement Program
C. Acronyms and Glossary
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT 2016
ORO VALLEY TOWN COUNCIL
Satish I. Hiremath, D.D.S., Mayor
Lou Waters, Vice Mayor
Brendan Burns, Councilmember
William Garner, Councilmember
Joe Hornat, Councilmember
Mary Snider, Councilmember
Mike Zinkin, Councilmember
ORO VALLEY WATER UTILITY COMMISSION
Winston Tustison, Chair
Robert Milkey, Vice Chair
Javier Arriaga, Commissioner
Anne Campbell, Commissioner
Thomas Kibler, Commissioner
Shanna Weagle, Commissioner
TOWN STAFF
Greg Caton, Town Manager
Philip C. Saletta, P.E., Water Utility Director
Peter Abraham, P.E., Water Resources and Planning Manager
Shirley Kiel, Water Utility Administrator
Special recognition to OVWU staff that provided graphics, data, photos and their time to
assist in the preparation of this report:
Karn Boyce Robert Jacklitch Jeff Kane
George Kendrick Mary C. Kobida Skip Kyle
Mark Moore Adam Pence Carolyn Schneider
Danielle Tanner
- 1 -
ABOUT THE WATER UTILITY COMMISSION
The Oro Valley Water Utility Commission is appointed by the Oro Valley Mayor and
Council (Mayor and Council). The Mayor and Council have jurisdiction over rates, fees and
water management issues. In March of 1996 the Mayor and Council created the Oro Valley
Water Utility Commission (Commission) to act as their advisory body. Please refer to Town
Code – Water Code – Article 15-4 on the Town website.
The Commission is composed of five to seven members, serve a term of three years, and are
limited to a maximum of two full successive terms. Members are residential and commercial/turf
representatives served by the utility. One residential representative from the Water Utility's
Countryside service area located outside of the Town boundary is eligible to serve.
The primary responsibility of the Commission is to review and make recommendations on
those Water Utility items that require Mayor and Council action. These items may include
water system development, long-term water sources, capital needs, rate adjustments, capital
budget and allocations, state and federal legislation regarding water-related issues, expansion
of utility service areas, and water acquisitions. The Commission also assists in community
programs and education related to the Water Utility.
The Commission welcomes the public to attend its meetings. The Commission meets the
second Monday of each month. All meetings are noticed on the Town's website.
In 2015, the Commission met on 10 occasions. Notable actions taken by the Commission in
2015 include:
Meeting Date Action Item
February 9, 2015 Election of Chair and Vice Chair
March 9, 2015 Approval of and recommendation for acceptance of the Annual Report
June 8, 2015 Recommendation for a change in policy for cash reserves
June 8, 2015 Recommendation to expand the use of the groundwater preservation fees
October 12, 2015 Recommendation to approve refunding of the 2005 Series Bonds
October 12, 2015 Recommendation for Amendment 3 to the Reclaimed IGA
November 9, 2015 Recommendation for an increase in water rates and fees
Additional notable items that were on Commission agendas in 2015 include:
Water conservation
Long-term storage credits
Arizona Power Authority Hoover Power Reallocation
Groundwater extinguishment credits
Water resources
Water policies and code
Advanced metering infrastructure
Colorado River and Central Arizona Project water
Your Voice, Our Future
Well and aquifer metrics
- 2 -
Notable issues planned for Commission agendas in 2016 include:
Review and approval of Annual Report
Continued planning for long-term CAP water delivery
Review of water rates analysis and developing a Preferred Financial Scenario
Review of contract with Arizona Power Authority for Hoover Power Reallocation
Review of IGA for wheeling CAP water
Review water code changes pertaining to water conservation and penalties
Review annual water level data and aquifer metrics, well analysis and condition
Review Drought Preparedness Plan
In addition to the regular Commission meetings, there are meetings conducted by three
standing subcommittees: the Finance Subcommittee, the Conservation Subcommittee and the
Water Resources Subcommittee. In 2015, the subcommittee membership was as follows:
Conservation Subcommittee: Richard Davis and Anne Campbell
Finance Subcommittee: Winston Tustison and Javier Arriaga
Water Resources Subcommittee: Richard Reynolds, Javier Arriaga and Shanna Weagle
The Commission and staff would like to thank and acknowledge Richard Davis and Richard
Reynolds for their dedication and service on the Water Utility Commission through
December 2015.
- 3 -
WWAATTEERR UUTTIILLIITTYY CCOOMMMMIISSSSIIOONN 22001166
Winston Tustison, Chair Robert Milkey, Vice Chair
Anne Campbell, Commissioner Javier Arriaga, Commissioner
Thomas Kibler, Commissioner Shanna Weagle, Commissioner
- 4 -
EXECUTIVE SUMMARY
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT
APRIL 2016
The goals of this report are to brief the Mayor and Council and the public on the annual work of
the Commission, as well as to provide updated information on the Oro Valley Water Utility
(Water Utility). The information is organized in sections related to the operation of the Water
Utility. It includes topics on customer service, water quality, water supply, water resource
planning, conservation and capital improvements. This report covers information and
activities primarily for calendar year 2015 ending December 31, 2015. However, some
information is as of fiscal year (FY) ending June 30, 2015 and is noted as such in the report.
The body of this report focuses on the Water Utility, noting key metrics, changes from
previous years and new information relevant to current topics being addressed.
CUSTOMER SERVICE SECTION
In 2015 the Water Utility experienced a 0.82% growth rate in customer connections, with
157 new meters installed. At the end of 2015, the Water Utility had 19,264 customer
connections serving a population of 42,953. Customer service staff responded to 35,271
customer contacts, averaging 142 contacts per day.
In 2015 the Water Utility delivered and billed for 2.866 billion gallons (8,795 acre feet) of
water, of that 2.21 billion gallons (6,782 acre feet) were potable and 656 million gallons
(2,013 acre feet) were reclaimed water. Customer Service processed 228,963 bills, collecting
a total of $15.2 million in water revenues for the Water Utility.
METER OPERATIONS SECTION
During 2015, the meter operations team continued with Phase III and began Phase IV of the
Advanced Metering Infrastructure (AMI) project and meter replacement program. Phase IV,
which includes large meter installations, is the final stage of the AMI Project and is expected
to be completed in June of 2016. The new meters provide more accurate measurements of
water, automate meter readings, increased customer service capabilities and can help
customers better manage their water use.
WATER QUALITY SECTION
For the fourteenth consecutive year, the Water Utility is proud to report that it did not experience
any water quality violations. In 2015 the Water Utility received 2,282 analytical results for
required water sampling and operational data. Our water quality was in compliance with all
standards established by federal and state agencies. The Water Utility remains up-to-date with
testing protocol and in 2016 expects to phase in seven proposed and pending regulations related
to monitoring rules.
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CURRENT WATER SUPPLY
The Water Utility operates two water systems, the Oro Valley Water Service Area (OVWSA)
and the Countryside Water Service Area (CSWSA). There are three sources of supply:
groundwater, Central Arizona Project (CAP) water and reclaimed water. Groundwater is
pumped from wells in the aquifer below the water service areas and delivered through the
potable water distribution systems. In 2015, the total water produced and delivered to both
service areas was 9,185 acre-feet (2.993 billion gallons). This amount is 514 acre-feet less
than the total amount produced in 2014. This reduction is due to continued water
conservation and customer response to wetter weather conditions. In addition, system
operations are more efficient due to quicker response times to repair system leaks and main
breaks and less unaccounted-for water due to the Advanced Metering Infrastructure Project.
The Water Utility pumped 5,000 acre feet (1.63 billion gallons) of groundwater from its
wells, and delivered 2,074 acre feet (676 million gallons) of CAP water and 2,111 acre-feet
(687 million gallons) of reclaimed water.
In 2015, groundwater levels declined in the Oro Valley aquifer, but less in 2015 than in
2014. Well water levels in the OVWSA declined an average of 1.13 feet in 2015 compared to
1.58 feet in 2014. Water levels in CSWSA rose an average of 5.25 feet in 2015 compared to
an average rise of 0.70 feet in 2014.
WATER RESOURCE PLANNING AND MANAGEMENT
The Water Utility uses CAP water in three ways: to recharge and recover for delivery to the
water system, to annually recharge and recover water produced from our wells, and to store
water for future use. In 2015, the Water Utility increased the total volume of CAP water it
purchased from 9,000 to 10,305 acre-feet, its entire annual CAP water allocation. In 2016 the
Water Utility will also purchase 10,305 acre feet, further increasing the amount stored as
long-term storage credits for future use. It is anticipated that over the next four to five years
the Water Utility could increase its long-term storage credit account by 10,000 acre feet. As
of December 31, 2015 a total of 13,672 acre feet are in our long-term storage credit account,
an increase of 3,069 acre feet from 2014.
In 2015, the Water Utility purchased 2,130 acre feet of groundwater extinguishment credits
to increase the balance in our Groundwater Allowance Account. The total balance in our
Groundwater Allowance Account at the end of 2015 was 16,374 acre feet.
If current drought conditions in the Colorado River Basin persist and no other action is taken,
projections suggest that CAP water deliveries to municipal water providers may be reduced
in the 2026 to 2030 time frame. If our CAP water deliveries are reduced in the future, the
Water Utility plans to use our long-term storage credits and also utilize some of the CAP
water that has been stored by the Arizona Water Banking Authority.
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WATER CONSERVATION
The Water Utility primarily encourages water conservation by informing and educating
our customers. Specifically in 2015, the following conservation efforts were
accomplished:
424 students participated in Conservation Kids, our youth water conservation
education program for elementary schools in Oro Valley.
85 customer water audits were performed to identify specific ways the customer can
reduce water use. The analysis performed in 2015 indicated that water use was
reduced by an average of 22% for the audits completed in 2014.
AquaHawk Alerting is now available to those customers with AMI meters as an
online service that shows hourly water use and will send personalized alerts to
help customers better manage daily water use and detect leaks. The utility plans
to expand our outreach efforts to increase enrollment in AquaHawk Alerting.
Community outreach activities such as speaking engagements, conservation
presentations at homeowner associations, and participation at community events.
WATER UTILITY OPERATIONS - PRODUCTION AND DISTRIBUTION
Production and Distribution operate 24 hours per day for 365 days per year to deliver water
to our customers. In 2015 production staff responded to after-hours calls totaling 547 work
hours and distribution staff responded to 224 after-hours call outs.
Notable highlights in 2015 include maintenance of 23 disinfection injection pumps; maintenance
at 20 wells, 26 booster stations and 18 storage tanks; continued delivery and blending of CAP
water; maintained or replaced 56 fire hydrants; and repaired 6 service line breaks.
Special distribution projects in 2015 at Naranja Park included the installation of 120 feet of
4-inch fire line, 1,500 feet conduit for the I.T. Department and a 1-inch copper service line to
the modular building.
SECURITY AND EMERGENCY RESPONSE PLAN
In 2015, the Water Utility updated the security program, Emergency Response Plan, and the
Business Continuity Plan. In addition, 47 new hydrant defenders and locks were installed to
protect the water system.
WATER RESOURCE AND PLANNING DIVISION
In 2015, the Water Utility inspected and approved 12 new development projects, 5 capital
projects and 2 projects constructed by Water Utility personnel. The completion of these new
development projects together with capital projects added approximately 4 additional miles
of pipeline to the existing potable water distribution system.
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In 2015, design of 3 pipeline relocation projects were conducted as part of roadway
improvement projects. These include a Tangerine Road reclaimed water line, Lambert Lane
and La Cholla Blvd. potable water lines. Handrails were installed on the top of 2 tanks for
safety. Mixers were purchased and will be installed at 7 tanks to improve water quality. A
study was performed to assess the condition and operation of hydro-pneumatic tanks located
at well sites within the system.
FINANCIAL HIGHLIGHTS, WATER RATES AND FEES
The Water Utility continues to be fiscally sound. It met all revenue requirements, exceeded
the debt service coverage ratio requirements and maintained adequate cash reserves. In 2015,
Standard and Poor’s affirmed our AA rating and Fitch affirmed our AA- rating, both with a
stable outlook. In 2015, the Water Utility refunded the 2005 bond issue to reduce debt
service payments.
In 2015, the Commission recommended changes to the cash reserve policy and the allowable
uses of groundwater preservation fees. Both of these recommendations were approved by
Mayor and Council on June 17, 2015.
In 2015, recommendations regarding water rates, fees and charges were provided in the
Water Rates Analysis Report. The recommendations included a slight increase in the water
commodity rates. The water rate recommendations were approved by Mayor and Council on
January 6, 2016.
CONCLUSION
The Oro Valley Water Utility Commission is proud to serve the Mayor and Council of the
Town of Oro Valley and its residents and customers. We are pleased to present this Annual
Report to the Mayor and Council for their consideration.
Any questions regarding this report should be directed to Philip Saletta, Director, Oro Valley
Water Utility at 229-5010. Additional information for the Water Utility can also be found on
the Town website at https://www.orovalleyaz.gov/town/departments/water-utility.
- 8 -
WATER UTILITY COMMISSION ANNUAL REPORT
CUSTOMER SERVICE
Customer service responsibilities range from handling payments to responding to questions
related to billing, opening or closing an account, water quality or pressure and flow
problems. Providing professional and courteous service is paramount to the successful
operations of the Water Utility.
Customer Service personnel include Customer Service Specialists and Utility Operators. This
staff is responsible for meter reading, meter installation, billing, collection and customer service
for 19,264 water service connections serving 42,953 residents. The Utility has grown in water
service connections over the past year and in 2015 an additional 157 meters were installed for a
growth rate of 0.82%.
In 2015 the Water Utility delivered:
2.21 billion gallons (6,782 acre feet) of potable water
656 million gallons (2,013 acre feet) of reclaimed water for irrigation to five golf
courses and athletic fields at Naranja Park and one school.
Combined total of 2.866 billion gallons (8,795 acre feet) of water delivered and
billed to our customers. This amount is 137 million gallons (421 acre-feet) less than
the 2014 amount.
The Customer Service Section mailed and processed 228,963 bills and responded to 35,271
customer contacts averaging 142 contacts per day.
Customer Service generates monthly bills for the Water Utility, Pima County Regional
Wastewater Reclamation Department and the Town’s Storm Water Utility. Although
customers receive a combined bill, the Water Utility is separate from the Oro Valley Storm
Water Utility and Pima County Wastewater Utility and only bills and collects for those
entities under existing agreements. In 2015, the Utility collected a total of $24,548,000 and
posted payments as follows:
Oro Valley Water Utility $ 15,195,000
Pima County Wastewater Reclamation $ 8,584,000
Town of Oro Valley Storm Water Utility $ 769,000
TOTAL $ 24,548,000
The Water Utility also collects taxes on water use that are imposed by the State of Arizona
and the Town of Oro Valley. These taxes are distributed to the State and the Town. The
Water Utility receives all of its revenues from water rates and fees and does not receive any
funding from taxes.
The Advanced Metering Infrastructure (AMI) project is a valuable tool that enables Customer
Service staff to view customer consumption data and accurately determine high water use on
their computers while communicating directly with the customer in person or on the telephone.
Lost and unaccounted for water is the amount of water that is produced less the amount of
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water billed and not billed but accounted for. Since the installation of AMI, the lost and
unaccounted for water has decreased in recent years. In 2015, lost and unaccounted for water
was 2.98%. This is a dramatic reduction from a high of 9.86% in 2009.
AquaHawk Alerting, a customer web portal launched in 2013, utilizes data gathered through
AMI. Once a customer is enrolled in this on-line service, they are able to view their
individual water use on an hourly, daily, weekly or monthly basis. Customers can tailor
personal notifications based on their individual preferences and receive alerts by e-mail, text
or telephone. Over 3,000 customers have enrolled in AquaHawk Alerting since 2014.
Water Utility statistics including meter installations, the number of customer contacts, and
water deliveries for 2015 may be found in Appendix A.
METER OPERATIONS
During 2015, the meter operations team continued with Phase III and Phase IV of the AMI
project and meter replacement program in the Oro Valley Water service area. The last
remaining phase of the project will be completed as shown in the table below.
Service Area Number of Meters Date Completed Estimated Completion Date
Countryside 2,244 12/31/11
Oro Valley Ph. I 2,477 06/30/13
Oro Valley Ph. II 4,067 08/31/14
Oro Valley Ph. III 5,374 06/30/15
Oro Valley Ph. IV 5,087 06/30/16
The AMI and meter replacement program provides for more accurate measurements of water
usage and also assures that the volume of water used and billed is accurate. Additionally,
using AMI technology provides increased customer service with accurate and complete water
use information. With AMI software, Water Utility staff and customers can review water use
history on an hourly, daily, weekly and monthly basis. This is extremely valuable in assisting
our customers troubleshoot potential leaks, explain usage from irrigation systems and overall
water consumption at the home.
AMI technology provides an opportunity to increase efficiency by eliminating the need for
labor intensive manual meter reading and reducing travel time. Upon completion of the AMI
project, the meters team will be able to redirect their focus and capabilities to other areas of
responsibility including customer work orders, meter box cleaning, angle meter stop repairs,
meter testing procedures, new meter installations and assisting the Water Distribution
Division.
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WATER QUALITY
Water quality sampling and testing is an important priority to provide our customers with
safe and reliable water. The Town’s water system is in full compliance with all State and
Federal regulations. The Water Utility is regulated by the Arizona Department of
Environmental Quality (ADEQ) and provides all required water quality testing results to
ADEQ. The Water Utility works closely with ADEQ to ensure all Federal and State
standards are met. The website for ADEQ is www.azdeq.gov. The Water Utility operates two
separate potable water systems. The Oro Valley Water Service Area has a Public Water
System Number of AZ0410164. It also operates a potable system not located within the
Town boundaries, known as the Countryside Water Service Area, which has a Public Water
System Number of AZ0410175.
In 2015, the Water Utility received 2,282 analytical results for required water sampling and
operational data for the potable water system and all ADEQ standards and requirements were
met for water quality. Over the course of a year the Water Utility collects hundreds of water
samples from 19 “point of entry” sites. These sites include groundwater wells, reservoirs and
pumping stations. The Water Utility also samples from 58 sampling stations required by the
ADEQ. These stations are located in neighborhoods throughout the water distribution system
and are specifically selected to represent the water quality that is delivered to our customers.
The Water Utility has an additional 29 sampling stations that can be used during emergencies
and to meet future testing requirements. Every 3 years, water samples are taken from 50 private
residences within the Oro Valley area and tested for lead and copper. This sampling will be
completed in June of 2016. The Water Utility provides all water quality testing results to
ADEQ and works closely with that agency to ensure all federal and state standards are met.
During 2015 the Water Utility collected 696 samples for analysis of Total Coliform bacteria,
all samples were negative for bacteria. This is a direct result of a successful disinfection
program through wellhead chlorination, effective system monitoring, proficient sampling
methods, and routine maintenance.
Water hardness is also tested and is a measurement of the concentration of calcium and
magnesium. During 2015, the hardness levels in Oro Valley ranged from 3.0 to 10.0 grains
per gallon (51 ppm to 171 ppm). Our water quality ranges from soft to hard.
The Water Utility is in compliance with all Disinfectants and Disinfection By-Products Rules
and also meets the Groundwater Rule requirement for disinfection and the United States
Environmental Protection Agency’s (USEPA or EPA) rules for lead and copper.
Due to proposed regulatory changes and requirements, in 2015 the Water Utility continued
preparing to phase in seven proposed and pending USEPA regulations related to monitoring
rules:
Third Unregulated Contaminant Monitoring Rule Sampled February and August
2015
Revised Total Coliform Rule April 2016
Fourth Unregulated Contaminant Monitoring Rule January 2016
Revised Long-Term Lead and Copper Rule January 2017
Carcinogenic Volatile Organic Chemicals Rule 2018
Strontium 2018
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Epichlorohydrin and Acrylamide TBD
In 2016, the Water Utility will continue to phase in sampling and monitoring as required by
regulatory requirements.
The Water Utility produced the Consumer Confidence Report for 2014 for both water service
areas in April of 2015. This report was mailed to customers in April of 2015 and can be
found on the Town’s website under the Water Utility-Water Quality. The 2015 Consumer
Confidence Report will be completed in April of 2016.
In addition to sampling the potable water system, water quality samples are routinely taken
on the reclaimed water system for chlorine levels and turbidity to assure compliance with
regulatory standards. All ADEQ standards and regulations for reclaimed water were met in
2015.
BACKFLOW PREVENTION PROGRAM
Backflow prevention is an important component of water quality designed to protect the
public water system. This program works to keep the water supply safe from contaminants
that could be introduced into the distribution system through backflow, back siphoning or
back pressure from our customers plumbing systems or internal processes.
The Backflow Prevention Program is administered in accordance with the Town of Oro
Valley Ordinance No. (O) 07-21, ADEQ Administrative Code, section R18-4-B115, the
International Plumbing Code and the guidelines of the University of Southern California
Foundation for Cross Connection Control and Hydraulic Research.
There are 1,518 backflow prevention assemblies under the program that are located in our
water service areas. The following are some of the major activities and accomplishments that
were performed by the Backflow Prevention Section in 2015:
216 backflow assemblies owned by the Town of Oro Valley were tested
62 repairs on in-ground and construction water backflow prevention assemblies
66 permits for new and replacement backflow prevention assemblies
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CURRENT WATER SUPPLY
The Water Utility operates in two water service areas: the Oro Valley Water Service Area
(OVWSA) and the Countryside Water Service Area (CSWSA). The total water produced and
delivered to both service areas was 9,185 acre-feet in 2015. In 2015, the Water Utility
pumped 5,000 acre feet of groundwater from our wells and aquifer, 2,074 acre-feet of CAP
water and 2,111 acre-feet of reclaimed water. This total amount is 514 acre-feet less than the
total amount produced in 2014. This reduction is due to water conservation and customer
response to wetter weather conditions. In addition, system operations are more efficient due
to quicker response times to repair system leaks and main breaks and less unaccounted for
water due to the Advanced Metering Infrastructure Project.
The following graphs shows water production from 2004 through 2015 depicting our
reduction of overall water use, reduction of groundwater usage and increased use of our
renewable reclaimed and CAP water.
The above graph includes the sustainable amounts which were determined in a technical
memorandum entitled Groundwater Sustainability Evaluation of the Oro Valley Aquifer
dated March 14, 2007. The report determined the annual groundwater production flow rate
for the wells is 5,480 acre feet in the Oro Valley Water Service and 880 acre feet for the
wells in the in the Countryside Water Service Area.
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The wells in the OVWSA produced 4,482 acre-feet and the wells in the Countryside Water
Service Area (CSWSA) produced 518 acre feet. This is 547 acre-feet less in the OVWSA
and 65 acre-feet less in the CSWSA as compared to the amount of groundwater pumped
from our wells in 2014. This is directly attributable to reduced demand and the increased
use of renewable CAP water in the potable system.
The table below provides the total water delivery capacity flowrates and water demands for
both water service areas for 2015 and compares it to data from 2014. The maximum daily
usage occurred on June 26, 2015 for the OVWSA and on June 27, 2015 for the CSWSA.
The Water Utility has a right to pump a maximum of 13,384 acre feet per year based on its
Designation of Assured Water Supply from the Arizona Department of Water Resources
(ADWR). However, the 2007 study entitled Groundwater Sustainability Evaluation of the
Oro Valley Aquifer determined that the Oro Valley aquifer has a sustainable groundwater
production rate of approximately 5,480 acre feet per year for the OVWSA and 880 for the
CSWSA. "Sustainable" in this 2007 study refers to the projected amount that can be
pumped each year from our wells as calculated over a 30-year period through 2037.
Groundwater levels will be assessed annually to determine the impact on the aquifer and
well production. On average to date, groundwater levels are showing less decline than
projected in the 2007 study.
In 2015, Oro Valley pumped 998 acre feet less than the sustainable groundwater production
rate for the OVWSA wells and 362 acre feet less than the sustainable groundwater production
rate for the CSWSA wells. In the OVWSA, the average annual well water level decline for the
last 5 years is 1.16 feet and for 2015 there was an average well water level decline of 1.13 feet.
For wells in the CSWSA, the average annual well water level decline for the last 5 years is 0.24
feet and for 2015 there was an average well water level rise of 5.25 feet. For all wells, water
level changes in 2015 varied from a rise of 6.5 feet to a decline of 3.4 feet.
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The following table lists all production wells, the amount of groundwater pumped and their
water level changes as measured in January of 2016:
The Water Utility delivered 2,074 acre feet of our renewable CAP water resources in 2015 to
reduce our reliance on groundwater. This delivery amount was a result of having a full year's
use of the expanded CAP infrastructure that was completed in 2014.
The Water Utility has an IGA with Tucson Water enabling us to deliver our CAP water to
our customers through three connections to the Tucson Water system. There are two
connection points where CAP water can be delivered to the Oro Valley Water Service Area.
One is located on Vista del Sol north of Naranja Road and the other is on Calle Buena Vista
south of Calle Concordia. In 2015, at the Vista del Sol location 1,628 acre feet was delivered
and at the Calle Buena Vista location 296 acre feet was delivered.
CAP water is also delivered to the Countryside Water Service Area at a connection located
on Camino de Oeste just north of Linda Vista Blvd. In 2015, 150 acre feet was delivered at
this location.
At this point there is no infrastructure currently in place to directly use the remaining amount
of our CAP water. Future infrastructure to deliver additional amounts of our CAP water to
our customers will be developed based upon our water demands, aquifer conditions and new
growth. If growth continues as currently projected expanded delivery is expected to be
completed in 2023.
The Water Utility delivers reclaimed water to supply irrigation water for five golf courses,
athletic fields at one elementary school and Naranja Park. In 2015, 2,111 acre feet of
reclaimed water was delivered for our reclaimed water customers. This decreased slightly
from the 2,206 acre feet delivered in 2014. This reduction is due to reduced demand and
water conservation by our reclaimed water customers. Reclaimed water is produced from
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effluent, wastewater returned through the sewer system and then treated. Oro Valley owns all
of the effluent produced by its customers.
In 2015, the Water Utility extended the terms of the Reclaimed Water Intergovernmental
Agreement (IGA) with Tucson Water for an additional five years through December 31 of
2020 regarding the non-interruption of reclaimed water deliveries. This extension was
accomplished through Amendment 3 of Addendum 1 of the Reclaimed Intergovernmental
Agreement. Amendment 3 also clarified the payments to Tucson Water for the purchase of
effluent by Oro Valley in the event of a shortfall of the amount of effluent our customers
produce. The extension also allows time to further evaluate if interruptible reclaimed water
service from Tucson Water is feasible.
In the long term, there is the possibility of expanding the Water Utility's reclaimed water
system. However, reclaimed system expansion is not expected to occur in the next seven or
more years. The development of additional reclaimed water infrastructure will be based upon
need, benefit, availability of effluent, technical analysis and economic feasibility.
Gallons per Capita per Day
The Water Utility has calculated gallons per capita per day (GPCD) for residential use, all
potable uses and reclaimed water use. The GPCD for residential use is information that our
customers can use to compare to their specific water usage and to conserve water. All potable
uses include residential, commercial and irrigation. Total potable and reclaimed uses includes
all potable and reclaimed water produced and system losses. The following table compares
this for 2014 and 2015.
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WATER RESOURCE PLANNING AND MANAGEMENT
State Requirements
The ADWR requires replacement of groundwater pumped from wells owned and operated by
the Water Utility. The groundwater pumped can be replaced several ways. One of the ways is
through the Central Arizona Groundwater Replenishment District (CAGRD). Using CAGRD
to replace groundwater pumping is expensive. In 2014 and 2015, the Water Utility's use of
renewable water supplies and credits eliminated any obligations to CAGRD to replace or
replenish groundwater on our behalf. This has saved the Water Utility significant expense. In
previous years the Water Utility had to use CAGRD to help us meet the state-mandated
replenishment requirement to replace the amount of groundwater pumped from our wells.
Under our Designation of Assured Water Supply (DAWS) from ADWR, we are required to
comply with the Third Management Plan in the Tucson Active Management Area. In 2015,
we have been in compliance with all the requirements under our DAWS and fully expect to
meet all the requirements in 2016. The successor to Third Management Plan is the Fourth
Management Plan, which is being finalized by ADWR and is scheduled to become effective
in mid to late 2016, subject to the scheduling of a public hearing. There are no proposed
changes to the Fourth Management Plan that would significantly impact the Water Utility.
The ADWR requires the Water Utility to submit data each year in the ADWR Report, such
as service area boundaries, total water use, population, gallons per capita per day and system
water loss. This information is used for the Management Plan for the Tucson Active
Management Area.
Central Arizona Project Water
In 2015, the Water Utility increased the total volume of CAP water it purchased from 9,000
to 10,305 acre feet, its entire annual CAP water allocation. The Water Utility uses CAP water
in three ways: to recharge and recover for delivery to the water system, to annually recharge
and recover water pumped from our wells and to store water for future use. The Water Utility
accomplishes this by delivering and storing our CAP water to recharge facilities in the
Tucson Active Management Area. For example, when CAP water is recharged and recovered
for delivery to our water system, it is first put into the Central Avra Valley storage facility,
which is owned and operated by the City of Tucson. The stored Oro Valley CAP water is
then withdrawn, or recovered, and delivered through the Tucson Water system to various
connection points on the Oro Valley system for delivery to our customers.
In 2016 the Water Utility will continue to evaluate projects to deliver additional CAP water.
These include increased wheeling through Tucson Water and also partnering with Metro
Water and Marana Utilities. Future infrastructure to deliver our remaining CAP water will be
developed based upon our water demands, aquifer conditions and new growth.
Long-Term Storage Credits
In 2015, the Water Utility purchased 10,305 acre feet of CAP water, 1,305 acre feet more
than was purchased in 2014. The Utility will increase its long-term storage credits by
purchasing our entire allotment of 10,305 acre feet of CAP water over the next several years.
The portion of CAP water not used for direct delivery to our customers or used to meet our
replenishment requirement will be saved for future water use. By doing this, it is anticipated
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that an additional 10,000 acre feet could be stored in our long-term storage credit accounts
over the next four to five years. At the end of 2015, the Water Utility calculated that it had
13,672 acre feet in long-term storage credits. The final amount will be reviewed and
confirmed by the Arizona Department of Water Resources.
The table below presents a preliminary accounting summary and use of our CAP water and
our long-term storage credits.
Groundwater Allowance Account
In addition to our long-term storage credits, the Water Utility has a Groundwater Allowance
Account. Our Groundwater Allowance Account states how much pumped groundwater can,
if desired, be exempted from the state's requirement to be replenished in the Tucson Active
Management Area. In general, it may be used for any groundwater that is pumped from a
well that has a five-year average annual decline greater than 4 feet or from a well that is not
permitted as a recovery well. In 2015, there was no use of the groundwater in our
Groundwater Allowance Account. This is because all of the Water Utility’s wells are
classified and permitted as recovery wells and storage credits can be used to meet the
replacement requirements instead of using our Groundwater Allowance Account. In 2015,
the Water Utility purchased 2,130 acre feet of groundwater extinguishment credits to
increase the balance in our Groundwater Allowance Account. The total balance in our
Groundwater Allowance Account at the end of 2015 was 16,374 acre feet.
The Water Utility will continue to look for opportunities to purchase additional groundwater
extinguishment credits to increase the balance in our Groundwater Allowance Account for
future use.
Colorado River Water Supply
The Colorado River basin has experienced extended drought for nearly 15 years due to
decreased precipitation and snowpack. This has decreased flow in the river creating
significant declines in the water levels in Lake Mead and Lake Powell and dropping to
historically low reservoir levels. Water demands have exceeded available inflows for supply
and drive reservoir levels lower. These reservoirs supply water to the Central Arizona
Project (CAP) and other water projects in the lower basin states of Arizona, California and
Nevada. In addition these reservoirs also provide required water deliveries to Mexico.
- 18 -
Reservoir levels determine the supply available in accordance with shortage guidelines
were approved in 2007 by the Secretary of the Interior and accepted by all seven states
within the Colorado River basin. Those guidelines specify three different water levels
in Lake Mead associated with a Tier 1, Tier 2, and Tier 3 shortages. In addition, the
guidelines specify the shortage sharing and associated reductions of deliveries to each
state for each of the tiers.
A Tier 1 shortage will not reduce the quantity of CAP water delivered to municipal water
providers, such as Oro Valley, within the Central Arizona Project. Water deliveries from the
CAP canal to agricultural users will be curtailed. In addition, a shortage would impact supplies
for those entities that rely on excess water available to store water for the future such as the
Central Arizona Groundwater Replenishment District and the Arizona Water Banking
Authority.
In accordance with the 2007 guidelines, a Tier 1 shortage will be declared when Lake Mead
water levels are predicted to be at an elevation of 1,075 feet or less on January 1 of a given
year. If the August model prediction projects a shortage for January 1 of the following year, a
declaration of shortage would be declared initiating the implementation of the shortage
sharing guidelines for that year. As of the end of March 2016, levels in Lake Mead were at
1,081 feet. Based upon recent March, 2016 projections, a Tier 1 shortage impacting CAP
agricultural water users and excess CAP water users is not expected to occur until January 1,
2018.
The 2007 shortage sharing guidelines outline further reductions in delivery of Colorado River
water to the lower basin states if and when higher-tier shortages are declared. As such, if the
drought persists and no action is taken, it is expected that a portion of CAP deliveries to
municipal water providers could be reduced in the 2026 to 2030 time frame. Any CAP water
deliveries would be replaced with CAP water previously stored underground.
Over the last decade, the Arizona Water Banking Authority (AWBA) has taken steps for the
state to guard against the impacts of drought and shortage by storing water underground. A
significant amount of water has been stored underground and this water will be made
available to municipal water providers to mitigate any curtailments of CAP water deliveries
to municipal water users. In addition to the AWBA storing water, the Central Arizona
Groundwater Replenishment District has stored water for the future to replenish groundwater.
Oro Valley Water Utility also continues to store its CAP water and build up its long-term
storage credits. This water will also be available to mitigate any curtailments of CAP water
deliveries in the future.
The Arizona Department of Water Resources and the Central Arizona Project are currently in
discussions with the Colorado River Basin states to investigate opportunities to keep water in
Lake Mead to prevent a shortage from occurring or reduce the amount of a potential shortage.
The above actions combined with a diverse water portfolio can reduce the impacts of drought
and shortages. In addition, reducing demands through conservation and better water
management can help to preserve water supplies for the future.
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WATER CONSERVATION PROGRAM
The Water Conservation Program is an important element in the overall water resource
management efforts of the Water Utility. The Water Utility's Conservation program is
focused on educating and informing customers. The following are resources that the Water
Utility continues to provide at no charge to customers:
AquaHawk Alerting - allows customers to monitor their water use and receive alerts
for high or unusual water use. Over 3,000 customers have registered for AquaHawk
Alerting since 2014.
The Water Utility conducted training sessions to increase AquaHawk Alerting
enrollment and plans to expand outreach efforts to increase enrollment in 2016.
Conservation Kids, our youth water conservation education program - a one-session
early elementary educational presentation with take-home booklet. In the 2014-2015
school year, 424 students in 1st, 2nd and 3rd grades were reached by this program.
Community Outreach - Water Utility staff go out into the community for speaking
engagements, water conservation program presentations at homeowner associations
and participation in other events. In 2015, staff attended 4 of these outreach efforts.
Conservation materials - informational pamphlets, booklets, a CD, and newsletter are
distributed in the Water Utility's office and in the Oro Valley Library.
Conservation products - the Water Utility provides irrigation rain sensors at a reduced
cost and low-flow shower heads and sink aerators at no cost to customers. In 2015,
the Water Utility distributed approximately 100 products.
Water Audit - a visit from our Water Conservation Specialist to assess indoor and
outdoor water use for ways to increase efficiencies and conserve water. An analysis
performed by staff in 2015 indicates a 22% decrease in water use for those customer
locations where water audits were conducted in 2014. In 2015, a total of 85 audits
were performed. The graph below shows the audit participation rate over a 5 year
period (fig. 1).
Figure 1. History of Audits
- 20 -
WATER UTILITY OPERATIONS - PRODUCTION AND DISTRIBUTION
All Production Division and Distribution Division personnel are operators licensed and
certified by the ADEQ. The Oro Valley Water system is classified by ADEQ as Grade 4 for
the Town of Oro Valley water distribution system (AZ0410164) and Grade 2 for the
Countryside water distribution system (AZ0410175). For more information please visit the
ADEQ website at www.azdeq.gov.
Production and Distribution personnel work very closely to address any water system
problems. The Production and Distribution Divisions also provide on-call staffing to respond
to water system problems 24 hours per day, 7 days per week. This on-call staffing utilizes a
tiered level after-hours response protocol that is in accordance with the developed
Emergency Response Plan.
Production Division
Water Utility personnel in the Production Division are responsible for the operation and
maintenance of the wells, booster pumps and reservoirs on two potable water distribution
systems and the booster pumps, metering stations and reservoir on the reclaimed water
delivery system. There are a total of 47 active sites that are maintained by the Production
Facilities staff.
In 2015, the groundwater production capacity within the OVWSA was 13.27 million gallons
per day (MGD) (9,215.28 GPM) with a storage capacity of 10.98 million gallons. The
groundwater production capacity within the CSWSA was 2.49 MGD (1,729.17 GPM) with a
storage capacity of 0.90 million gallons. The CAP delivery capacity into the OVWSA system
in 2015 averaged 1.72 MGD (1,194.44 GPM). The CAP delivery capacity into the CSWSA
system averaged 0.13 MGD (90.28 GPM).
The following are some of the major activities and accomplishments of the Production
Facilities Division in 2015:
Sustained sanitary system operations on systems AZ0410164 and AZ0410175.
Maintained operational balance for CAP water delivery to the 10-164 and 10-175
systems.
Maintained 23 disinfection injection pumps and disinfection residuals at injection
points on systems AZ0410164, AZ0410175, and the reclaimed water delivery system.
Maintained sodium hypochlorite volume and concentration at disinfection injection
points.
Performed mechanical and routine maintenance at 20 wells, 26 booster stations and
18 storage tanks.
Responded to after-hours calls totaling 547 work hours.
Completed 4,100 work hours related to assigned work orders including electrical.
Completed electrical preventative maintenance cataloging of all production sites.
Assisted with required Arc Flash update study for facility electrical equipment.
Developed and implemented water facility electrical safety plan.
Assisted with seven reservoir exterior and interior inspections/cleaning.
Performed the annual groundwater level survey and prepared the report.
- 21 -
Competently operated the potable and reclaimed systems utilizing the SCADA
system.
Performed Industrial Control System maintenance on 48 Remote Terminal Units, two
Master Controllers, two Human Machine Interfaces, and one Network Server.
Performed RSLogix program modifications on Remote Terminal Units and Master
Controllers as needed. Approximately 20+ modifications to programming.
Performed modification of FactoryTalk View graphics interface on two HMI’s as
needed.
Performed mechanical and general maintenance at 5 metering stations, two booster
stations, and one reservoir on the reclaimed water delivery system.
Continued meter replacement program with the installation of 4 ultrasonic flow
meters.
Assisted Engineering with Energy Efficiency Program.
Assisted with the well monitoring and quarterly reports.
Hire and train a new system operator (Operator III).
Obtained staff Crane and Rigging certification.
Obtained staff Fall Protection certification.
Install Merlin hypochlorite dilution system for the reclaimed water delivery system.
Installed well E3 security fencing.
Assisted with the High Mesa facility painting (One 1MG reservoir, one 0.3MG
reservoir, F and G zone boosters including HP tanks).
Installed 4 air temperature transmitters.
Change-out of 12 well and booster air relief valves.
Distribution Division
As of December 2015, Water Utility personnel in the Distribution Division are responsible
for the operation and maintenance of 353.93 miles of potable water mains, 13.84 miles of
reclaimed water mains for a combined total of 367.77 miles of water mains. There are 2,181
fire hydrants and 7,934 valves on the water distribution system. The staff conducts
maintenance programs and repairs that keep the distribution system functioning properly and
efficiently minimizing problems that are inherent to water distribution systems.
Documentation of maintenance and replacement of hydrants; pressure reducing valves, and
air release valves are collected in a database. A valve exercising program that helps monitor
equipment and develop maintenance cycles has been established. The program provides
information and equipment history data that facilitate a proactive replacement program.
The Distribution Division also has significant direct customer contact and responds to
customers regarding water quality and pressure or flow related problems in the field. The
Distribution staff continues to provide a high level of professional performance and
courteous service to our customers. The Division works closely with Customer Service and
responds to complex customer work orders such as high/low pressure complaints, water
quality, service line breaks, hydrant repairs, system pressure regulating valves, system air
relief valves and system flushing.
Repair of water line leaks are always treated as an emergency and are repaired quickly to
minimize impacts to our customers. The Distribution staff has the responsibility to repair
main line and service line breaks. Distribution staff can repair most breaks, however if the
breaks are too deep or involve significant traffic control, a qualified contractor is hired. The
- 22 -
The Division is responsible for maintaining 25 pressure reducing valves, 796 air relief valves
and 893 drain valve assemblies. Distribution staff are also responsible for bluestaking all
underground water mains for construction projects.
The following are some of the major activities and accomplishments that were performed by
the Distribution Facilities Division in 2015:
Maintained, replaced and/or repaired 56 fire hydrants.
Flow tested 52 fire hydrants to assure fire protection.
Performed 114 tests and/or repairs for the maintenance and operation of the 25
pressure reducing valves.
Maintained, replaced and/or repaired 42 air relief valves.
Maintained, replaced and/or repaired 22 drain valve assemblies.
Performed 9,102 bluestakes for underground pipeline and facilities locations.
Responded to and repaired 6 water pipeline breaks.
Responded to 98 customer inquiries in the field.
Responded to and repaired 6 service line breaks.
Responded to 224 after hour call outs.
Installed 47 new hydrant defenders.
Maintained 405 water valves.
Special Projects constructed by the Distribution Division
Naranja Park Project
Installed 120 feet of 4-inch fire line.
1,500 feet of conduit for I.T. Department.
Installed 1 inch copper service line to modular.
Valve Locating Project
Steam Pump Ranch
Installed 15 feet of 2 inch copper for irrigation water service.
- 23 -
SECURITY AND EMERGENCY RESPONSE
Under current Federal guidelines, water operations personnel are considered first responders.
Though primarily mandated by state rules with public health responsibilities, water operators
also have a public safety responsibility with relevance to the water systems they are charged
with operating. Any facilities security situations also directly involve the Oro Valley Police
Department as a first response action.
In 2015, Water Utility personnel, with the assistance of a security consultant, reviewed,
refined and updated the security program, Emergency Response Plan (ERP), and the
Business Continuity Plan (BCP). A series of training classes and exercises were made
available and completed by the Water Utility Staff. This training is done on an annual basis
as per the guidelines from the Department of Homeland Security, Federal Emergency
Management Agency and the Environmental Protection Agency. The Water Utility will
continue to implement the elements defined in the vulnerability assessment, the ERP and the
BCP as well as those that may be identified through the course of business.
The hydrant lock program continues to be implemented through the new development
process to protect hydrants from illegal entry and use. In 2015, 47 new hydrant defenders and
locks were installed. Security features, which include perimeter fencing, security walls,
warning signage, motion sensors, and cameras at all active production facilities, were
inspected to maintain integrity.
The Water Utility is kept abreast of local, regional and national security issues by the Water
Information Sharing and Analysis Center and is also a member of the Arizona
Water/Wastewater Agency Response Network which mutually cooperates with other water
and wastewater providers in an emergency.
- 24 -
WATER RESOURCE AND PLANNING DIVISION
The Water Resources and Planning Division is responsible for water resource planning and
planning and managing the design, construction and inspection of all new water infrastructures
for the Town of Oro Valley.
Water Resource and Planning is responsible for managing and maintaining a Geographic
Information System (GIS) database on all existing water system infrastructure in coordination
with the Information Technology Department. Maps produced by GIS staff facilitate operations,
planning and engineering.
In 2015, the New Development Section within Water Resources and Planning reviewed and
approved 16 water improvement plans submitted by developers for construction. In addition, 12
plans, some of which were approved in a previous year, were constructed, inspected, approved
as-built and placed into service. The completion of these new development projects together with
capital projects added approximately 4 additional miles of pipeline to the existing potable water
distribution system.
In 2015, our inspectors also inspected and approved 5 Water Utility capital projects constructed
by a contractor and 2 projects constructed by Water Utility personnel.
CAPITAL PROJECTS
The Water Resources and Planning Division manages the design and construction of capital
projects identified in the capital improvement program and annual operating budget. These
projects are designed to improve efficiencies to existing facilities and improve service levels.
These capital projects are described below.
Design Projects
Engineering design for the relocation of 3,000 feet of new 12-inch potable main on Lambert
Lane west of La Cañada was completed in March of 2016. This is part of an Oro Valley
roadway improvement project that widens the road to four lanes. Construction is expected to
start July 2016.
Engineering design for the relocation of approximately 8,000 feet of existing 24-inch
reclaimed water main for the Tangerine Road project was completed in February of 2016.
This is part of an RTA road improvement project from I-10 to the Town of Oro Valley.
Tangerine Road will be widened to four lanes. Multiple box culverts and drainage structures
will be installed that are in conflict with the existing reclaimed main. Construction started in
March of 2016 with completion in FY 2016-2017.
Design of a new pressure sustaining valve at the Glover Road Reservoir and approximately
100 feet of offsite E-zone water main began in 2015. This will enhance the ability of the
system to distribute blended CAP water to a broader area of the system. Construction will be
scheduled for FY 2016-2017.
A hydro-pneumatic (HP) tank study at our well sites completed in October of 2015 identified
the need to start an HP tank replacement program. HP tanks are an important component of
the water system to maintain pressure, minimize system cycling and protect system
components from surge. Failure of an HP tank can be a dangerous event and can create
significant water outages. A new 5,000 gallon HP tank will be installed at Well D7 in 2016.
- 25 -
Hydro-pneumatic Tank
Engineering design for the relocation of 2,000 feet of 12-inch existing potable mains for
the La Cholla Blvd. road improvement project will begin in May of 2016.
Construction Projects
Valve Replacement Program
In June of 2015, replacement of air release valves (ARV) and drain valve assemblies in the
Copper Creek subdivision was completed. The system-wide valve replacement program then
continued by beginning work on the following: replacement of two existing valves on Valle
Del Oro Drive, five services on Calle Loma Linda and two 8-inch valves on Scioto Ave. This
work is expected to be complete by June of 2016.
Steel Tank Safety Railings
In 2015, safety railings were
installed on the top of 2 steel
storage tanks to provide for fall
protection. An additional 12 steel
tanks will have safety railings
installed in 2016.
Safety Railing on Steel Tank
- 26 -
Countryside 12-inch Main
A 12-inch water main was installed in the Countryside Water Service Area to reduce pressure
head loss and improve system efficiency. This project was completed in June of 2015.
Reservoir Management System
In 2015, seven mixing units to
reduce water age, stagnation,
stratification and short circuiting
were purchased. Thorough mixing
not only improves water quality, it
also allows for representative
sampling of the tank water, and
additional disinfection if needed.
Mixing will also maintain a
chlorine residual and will assist
with blending of CAP water. These
reservoir management system units
will be installed by Water Utility
staff in 2016. Mixer inside Storage Tank
Future Projects:
Capital improvement projects planned to be continued or initiated in FY 2016-2017 include the
following:
Well E2 Upgrades
Hydro-pneumatic Tank Replacement – Wells
Add Reclaim Booster Pump at Tucson Water Thornydale site
Valve Replacement Program
24-inch Reclaimed Main on Tangerine for roadway project
System Connection Upgrades - Glover Reservoir Improvements
W. Lambert Lane 12-inch Main Relocation for roadway project
Relocate 3 Pressure Reducing Valves in the Oro Valley Country Club Area
Glover Reservoir Steel Tank Exterior Coating and Interior Lining
Big Wash Steel Tank Exterior Coating (2 Tanks)
Reservoir Management Program (Water Quality Control)
Install an E to C Pressure Sustaining Valve Naranja Reservoir -CAP Blending
12-inch potable main relocation for the La Cholla Blvd. roadway project
Replace Well Pumps
Tangerine Potable Modifications (DIS) RTA
Production Facility Building Retrofit
Hilton 9-Hole Golf Course Lake Feed Metering
The capital projects for existing system improvements FY 2016-17 are planned to be cash
funded. It is proposed that projects in future years will be cash funded and/or debt financed
through loan or bond proceeds.
Please see Appendix B for the proposed 15-Year Capital Project Program for FY 2017 through
FY 2031.
- 27 -
FINANCIAL HIGHLIGHTS
The Water Utility is financially sound and continues to manage its revenues, control
expenditures and reduce debt. In 2015, the Water Utility’s bond ratings were reviewed by two
separate bond rating agencies. Standard and Poor’s affirmed our AA bond rating and Fitch
Ratings affirmed our AA- rating, both with a stable outlook. Ratings criteria include stable
economic base, sufficient water supply for current and long-term needs, a manageable capital
improvement plan, timely rate increases, maintaining adequate debt service coverage and
maintaining an adequate cash reserve balance. The Water Utility refunded the 2005 bond series
which resulted in a savings of $111,524 in interest. The Water Utility and Finance Department
will continue to review outstanding bonds to look for opportunities to reduce debt.
The Commission made a recommendation to change the cash reserve policy that set cash
reserves at 20% of the annual budget amounts for personnel, operations and maintenance and
debt service for the Operating Fund. This policy change was adopted by Mayor and Council
on June 17, 2015. The Commission also made a recommendation to change the allowable
uses for GPF revenue to include CAP wheeling costs. This recommendation was also
adopted on June 17, 2015.
Revenues and Expenditures
The Water Utility’s revenue consists of potable and reclaimed water sales, groundwater
preservation fees, miscellaneous service fees and charges, water development impact fees
and interest income. The Water Utility has three funds:
The Operating Fund provides funding for the Water Utility administration and
operations as well as existing system improvements. The sources of revenue for this
fund are water sales and service related charges. The Groundwater Preservation Fees
(GPF) are accounted for within this fund; however, the GPF funds are dedicated to pay
for debt or capital costs related to renewable water resources.
The Potable Water System Development Impact Fee Fund (PWSDIF) provides
funding for expansion related projects for new growth. The source of revenue for this
fund is potable water development impact fees. These fees are paid at the time a meter is
purchased. The funds collected ensure that the system expansion is paid for by new
development.
The Alternative Water Resources Development Impact Fee Fund (AWRDIF)
provides funding for the development of renewable sources of water supply and any
infrastructure required for delivery of those resources. The source of revenue for this
fund is alternative water resources development impact fees. These fees are paid by new
development for renewable water supply and infrastructure attributed to new growth.
- 28 -
The following table contains the actual revenue billed for FY 2014-15 for all funds within
the Water Utility:
Revenue Source Amount Billed
(FY 14-15)
Potable Water Sales:
Residential $ 7,880,702
Commercial $ 898,412
Irrigation $ 1,148,497
Turf $ 122,453
Construction $ 284,857
Reclaimed Water Sales:
Turf $ 1,609,273
Construction $ 815
Irrigation $ 187,622
Misc. Service Fees & Charges $ 671,527
Groundwater Preservation Fees $ 2,371,633
Total Enterprise Fund $15,175,791
Alternative Water Resources
Development Impact Fees
$ 1,172,170
Development Impact Fees Potable
Water System
$ 591,045
Interest Income $ 124,595
Total All Funds for FY 2014-15 $17,063,601
The budgeted expenditures (excluding depreciation and amortization) for the Operating Fund
are compared to the actual expenditures for FY 2014-15 in the following table:
Expenditures
Budget
FY 2014-15
Actual Spent
FY 2014-15
Difference
Under Budget
Percentage
Under Budget
Personnel $ 2,874,528 $ 2,832,198 ( $ 42,330) 1 %
O&M $ 6,910,443 $ 6,010,149 ( $ 900,294) 13 %
Capital $ 4,027,020 $ 3,452,513 ( $ 574,507) 14 %
Totals $13,811,991 $12,294,860 ( $1,517,131) 11 %
The Water Utility’s O&M expenditures were under budget due to several reasons. Some of
the unspent funds were related to a reduction in water use. The unspent wheeling costs for
CAP water and reclaimed water were $148,000 and power costs were $180,000. Capital
expenditures were also less than budgeted due to some changes in project schedules and
timing.
- 29 -
Outstanding Debt
The following table is a summary of the outstanding debt and the annual debt service
payments (principal and interest) for all funds within the Water Utility:
Fund
Bond
Series
Outstanding Debt
At 12/31/15
Debt Service
Payments
FY 2015‐16
Interest
Rate
%
Maturity
Operating 2007 $14,180,360 $ 1,258,530 4.5 2026
Operating (WIFA) 2008 $ 3,035,566 $ 316,402 * 3.5 2027
Operating (WIFA) 2009 $ 1,682,838 $ 149,322 3.2 2029
Operating 2012 $ 3,258,808 $ 589,494 3.6 2028
Operating 2012 $ 8,052,849 $ 1,074,511 * 3.5 2028
Operating 2013 $ 3,960,000 $ 1,022,420 1.5 2019
Operating (WIFA) 2014 $ 4,025,935 $ 405,961 2.7 2029
Operating 2015 $ 1,245,750 $ 156,127 1.9 2025
PWSDIF 2012 $ 2,253,343 $ 331,478 3.5 2028
Totals $41,695,449 $ 5,304,245
The debt service payments with the asterisk (*) notation are for the reclaimed water delivery
system and are paid with revenues from Groundwater Preservation Fees. The 2015 bond
series is a result of refinancing the 2005 bond issue.
Water Rates and Development Fees
The functions and duties of the Commission include annually reviewing and developing
recommendations for water revenue requirements, water rates and fee structures. The
Commission evaluates staff recommendations based on an annual water rates analysis to
ensure the recommendations meet Town policies and bond covenants. The Water Utility
bases its financial analysis on the American Water Works Association Cash Needs
Approach.
The financial analysis for 2015 resulted in a recommendation to increase the commodity
rates. These changes resulted in a slight increase to monthly water bills for the majority of
the Water Utility’s customers. The increase was larger for the higher water use residential
customers. This is consistent with conservation pricing through a tiered rate structure.
Construction meter security deposits were the only other fees that were increased. The Mayor
and Council approved the new rates on January 6, 2016.
All current water rates, fees and charges including impact fees are available to view on the
Town website at https://www.orovalleyaz.gov/town/departments/water-utility/rates-and-fees
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
2016 ANNUAL REPORT
APPENDIX A
UTILITY STATISTICS
A-1
YEAR 2013 2014 2015
Customer Base 18,872 19,107 19,264
Potable Water Deliveries in Gallons
Groundwater 1,828,363,000 1,688,751,000 1,561,263,589
CAP water 498,581,000 595,535,000 648,997,437
Total Potable Water Deliveries 2,326,944,000 2,284,286,000 2,210,261,026
Reclaimed Water Deliveries in Gallons 714,880,000 718,660,000 655,655,000
Bluestakes 3,589 3,938 9,102
Customer Contacts
Customer Service 34,068 34,387 35,271
Field Operations 8,635 6,725 13,520
Water Conservation-Audits 125 113 85
Water Quality Samples 4,021 1,360 2,282
Billing Collection Rate 99.99% 98.82% 99.99%
Customer Base
20,000
15,000
10,000
5,000
2013 2014 2015
A-2
2,000,000,000
1,800,000,000
1,600,000,000
1,400,000,000
1,200,000,000
1,000,000,000
800,000,000
600,000,000
400,000,000
200,000,000
700,000,000
600,000,000
500,000,000
400,000,000
300,000,000
200,000,000
100,000,000
750,000,000
700,000,000
650,000,000
600,000,000
550,000,000
500,000,000
Groundwater Deliveries in Gallons
2013 2014 2015
CAP Water Deliveries in Gallons
59 000
498,581,000
2013 2014 2015
Reclaimed Water Deliveries in Gallons
718,660,000
2013 2014 2015
A-3
40,000
35,000
30,000
25,000
20,000
15,000
10,000
5,000
14,000
12,000
10,000
8,000
6,000
4,000
2,000
140
120
100
80
60
40
20
Customer Contacts -Customer Service
2013 2014 2015
Customer Contacts -Field Operations
2013 2014 2015
Water Conservation Audits
2013 2014 2015
A-4
5,000
4,000
3,000
2,000
1,000
10,000
8,000
6,000
4,000
2,000
100.00%
98.00%
96.00%
94.00%
92.00%
Water Quality Samples
4,021
2,282
1,360
2013 2014 2015
Bluestakes
102
3,589 3,938
2013 2014 2015
Billing Collection Rate
90.00% -f------r------.,-------{
2013 2014 2015
A-5
$793,895
$302,760
Accounts By User Type
As of December 31,2015
18,307
532
Gallons Sold By User Type
January -December 2015
208,270,000
655,655,000
35,092,000
Revenue By User Type
January -December 2015
$7,812,058
,--"",u ... 117
• Construction -0%
o Commercial -2%
• Residential -95%
o Irrigation -3%
o Reclaimed -0%
o Potable Turf -0%
• Construction - 1 %
DCommercial-7%
• Residential - 60%
o Irrigation -7%
o Reclaimed -23%
C Potable Turf -2%
• Construction -3%
DCommercial -7%
• Residential -68%
o Irrigation -8%
o Reclaimed -13%
o Potable Turf - 1 %
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
2016 ANNUAL REPORT
APPENDIX B
PROPOSED FIFTEEN - YEAR
CAPITAL IMPROVEMENT PROGRAM
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TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
2016 ANNUAL REPORT
APPENDIX C
ACRONYMS AND GLOSSARY
ACRONYMS
ACH Automated Clearing House (automatic payment program)
ADEQ Arizona Department of Environmental Quality
ADWR Arizona Department of Water Resources
AF Acre Feet
AMI Advanced Metering Infrastructure
AWBA Arizona Water Banking Authority
AWS Assured Water Supply
AWWA American Water Works Association
AWRDIF Alternative Water Resources Development Impact Fee
AZWARN Arizona Water and Wastewater Agency Response Network
BCP Business Continuity Plan
CAGRD Central Arizona Groundwater Replenishment District
CAP Central Arizona Project
CAVSRP Central Avra Valley Storage and Recovery Project
CAWCD Central Arizona Water Conservation District
CCR Consumer Confidence Reports
CPP Capital Projects Program
CSWSA Countryside Water Service Area
CY Calendar Year
DAWS Designation of Assured Water Supply
EPA Environmental Protection Agency
ERP Emergency Response Plan
FEMA Federal Emergency Management Agency
FY Fiscal Year
GIS Geographic Information System
GPF Groundwater Preservation Fee
GPM Gallons per Minute
GWA Groundwater Allowance Account
IGA Intergovernmental Agreement
IOC Inorganic Compound
ISAC Information Sharing and Analysis Center
LSCRRP Lower Santa Cruz Replenishment Project
LTSC Long-Term Storage Credit
MGD Million Gallons per Day
MCL Maximum Contaminate Level
M&I Municipal and Industrial
OVWSA Oro Valley Water Service Area
PDEQ Pima County Department of Environmental Quality
PWSDIF Potable Water System Development Impact Fee
SCADA Supervisory Control and Data Acquisition
Water CASA Water Conservation Alliance of Southern Arizona
WOW Water on the Web
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GLOSSARY
Aquifer – An underground layer of water-bearing permeable rock or unconsolidated
materials (gravel, sand, or silt) from which groundwater can be extracted using a water well.
Central Avra Valley Storage and Recovery Project - An approved Underground Storage
Facility operated by Tucson Water located in the Tucson Active Management Area located
approximately one mile west of Sandario Road and just south of Mile Wide Road, in the
Avra Valley, Pima County, Arizona.
Colorado River Basin – The drainage basin of the Colorado River located in the
southwestern United States and northwest Mexico. The 1,450 mile (2,330 km) river drains an
expansive, arid watershed that encompasses parts of seven U.S. (Wyoming, Colorado, Utah,
New Mexico, Arizona and California) and two Mexican states (Sonora and Baja). Rising in
the central Rocky Mountains in the U.S., the river flows generally southwest across the
Colorado Plateau and through the Grand Canyon before reaching Lake Mead on the
Arizona–Nevada line, where it turns south toward the international border at Yuma, Arizona.
After entering Mexico, the Colorado approaches the large Colorado River Delta where it
naturally empties into the Gulf of California.
Developed Water Resources – Water resources and supply that are owned by a water
provider for which infrastructure has been constructed to deliver the water directly to a water
service area. For Oro Valley Water Utility this includes a portion of our groundwater rights,
CAP water allocation and reclaimed water. Undeveloped water resources are those water
supplies that do not have associated infrastructure but are used indirectly by transfer or
exchange, such as a portion of our Long-Term Storage Credits.
Effluent – Generally refers to wastewater that is treated and discharged to a natural water
course. For Oro Valley Water Utility its effluent is treated at facilities owned and operated by
Pima County. This treated wastewater effluent is the source of Oro Valley’s reclaimed water.
Fifteen Year Capital Projects Plan – A long-term plan for the future development of water
related projects to develop and deliver water supply to our community. It includes existing
system improvements and expansion related projects to meet future demands for both the
potable water system(s) and the reclaimed water system.
Groundwater – The water located in an aquifer beneath Earth's surface in soil pore spaces
and in the fractures of rock formations. The depth at which soil pore spaces or fractures and
voids in rock become completely saturated with water is called the water table.
Groundwater Extinguishment Credits – Credits that are generated when a grandfathered
groundwater right is extinguished or retired and never be used again. The credits are issued a
certificate from the Arizona Department of Water Resources. Ownership of the credits can be
transferred from the owner to another entity within the same Active Management Area.
Infrastructure Improvements Plan (IIP) – A required plan that identifies projects that will
be built for new growth and development within a governmental jurisdiction. An IIP is
required to be developed for the inclusion of associated costs when calculating development
impact fees.
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Kai Farms – An approved Groundwater Savings Facility located at a farm near Redrock,
Arizona that Oro Valley Water Utility uses to accrue storage credits by selling a portion of
our CAP water to the farm for irrigation use. Credits are accrued because the farm uses our
CAP water and does not use groundwater for irrigation. The groundwater not used becomes a
credit to Oro Valley Water Utility for future use.
Lake Mead – The largest water storage reservoir in the United States with a capacity of
25,900,000 acre feet. It is located on the Colorado River about 24 miles southeast of Las
Vegas, Nevada. Hoover Dam forms the lake and provides hydro-electric power.
Lake Powell – A water storage reservoir located on the Colorado River near Page, Arizona
with a capacity of 24,300,000 acre feet. Glen Canyon Dam forms the lake and provides
hydro-electric power.
Long-Term Groundwater Storage Credit – A credit for storing CAP water or wastewater
effluent that is accrued when this water is delivered to and recharged into an approved
underground water storage facility. Once the water is recharged and stored and a deduction is
taken for losses to the aquifer, it becomes a credit that can be used in the future either by
direct delivery or used as credits to replace groundwater pumped from recovery wells.
Lower Santa Cruz Replenishment Project – An approved Underground Storage Facility
operated by the Central Arizona Project located in the Tucson Active Management Area near
Marana, Arizona.
“Paper” Water – A term used to describe water that is not directly delivered and is
recovered through credits. Recovery of these credits occurs through pumping from permitted
recovery wells in a location that is more than one mile from the recharge and storage facility
where the credits were originally stored.
Pima Mine Road Recharge Project – An approved Underground Storage Facility operated
by the Central Arizona Project located in the Tucson Active Management Area near
Sahuarita, Arizona.
Tucson Active Management Area – One of five Active Management Areas in Arizona
established under the 1980 Groundwater Code to manage groundwater usage through the
Assured water Supply Program.
“Wet” Water – A term used to describe water that is directly delivered from a source of
supply such as directly off of a canal or from recovery wells that are located within one mile
of recharge and storage facilities where the recovered credits were originally stored.
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Town Council Regular Session Item # 2.
Meeting Date:04/20/2016
Requested by: Julie Bower Submitted By:Julie Bower, Town
Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
POSSIBLE ACTION TO ACCEPT TOWN MANAGER'S RESIGNATION
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Town Manager Greg Caton has tendered his resignation. Council may officially accept
the resignation with an effective date.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE that Council accept Town Manager Greg Caton's resignation effective
_________________________.
Attachments
No file(s) attached.
Town Council Regular Session Item # 3.
Meeting Date:04/20/2016
Requested by: Vice Mayor Waters & Councilmember Snider
Submitted By:Julie Bower, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
DISCUSSION AND POSSIBLE DIRECTION REGARDING THE DEVELOPMENT OF
AN ORDINANCE THAT WOULD REQUIRE DRIVERS TO HAVE THEIR CELL
PHONES IN HANDS FREE MODE WHILE DRIVING IN ORO VALLEY TOWN LIMITS
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Vice Mayor Waters and Councilmember Snider have requested that the item be placed
on the agenda for discussion.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to _________________________________
Attachments
No file(s) attached.
Town Council Regular Session Item # 4.
Meeting Date:04/20/2016
Requested by: Mayor Hiremath & Councilmember Zinkin
Submitted By:Julie Bower, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
DISCUSSION AND POSSIBLE DIRECTION REGARDING POTENTIAL ORO VALLEY
BONDING TO FUND AN INCUBATION CENTER AT INNOVATION PARK
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Mayor Hiremath and Councilmember Zinkin have requested that the item be placed on
the agenda for discussion.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to ___________________________
Attachments
No file(s) attached.
Town Council Regular Session Item # 5.
Meeting Date:04/20/2016
Requested by: Mayor Hiremath & Councilmember Snider
Submitted By:Julie Bower, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
DISCUSSION AND POSSIBLE DIRECTION REGARDING ORO VALLEY BONDING TO
FUND ADDITIONAL SPORTS FIELDS AT NARANJA PARK
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Mayor Hiremath and Councilmember Snider have requested the item be placed on the
agenda for discussion.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to _________________________________
Attachments
No file(s) attached.
Town Council Regular Session Item # 6.
Meeting Date:04/20/2016
Requested by: Mayor Hiremath & Councilmember Snider
Submitted By:Julie Bower, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
*POSSIBLE ACTION TO APPOINT AN INTERIM TOWN MANAGER (Item added on
4/19/16 at 11:00 a.m.)
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Town Manager Greg Caton has tendered his resignation and Council may now appoint
an interim town manager. Council accepted letters of interest from internal candidates
and is scheduled to conduct interviews at the executive session prior to tonight's regular
meeting.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to appoint ______________________ as interim Town Manager.
Attachments
No file(s) attached.