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Town of Oro Valley
Water Utility Commission
2004 Annual Report
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT
APRIL 2004
ORO VALLEY TOWN COUNCIL
Paul Loomis, Mayor
Werner Wolff, Vice Mayor
Richard Johnson, Council Member
Bart Rochman, Council Member
Paula Abbott, Council Member
ORO VALLEY WATER UTILITY COMMISSION
Michael Caporaso, Chair
Leo Leonhart, Vice -Chair
Gordon Byrnes, Member
Gregg Forszt, Member
Erin Loudermilk, Member
Ray Montoya, Member
Steve Rivera, Member
Wendell Yoder, Finance Subcommittee
TOWN STAFF
Chuck Sweet, Town Manager
Alan Forrest, Water Utility Director
Shirley Seng, Utility Administrator
David Andrews, Finance Director
Special recognition to OVWU staff who provided information, graphics, photos and, most of
all, their time to assist in the preparation of this report:
Kevin McCaleb
Iris Chaparro
Edgar Rivera
Irene Swanson
George Kendrick
Carolyn Schneider
Jeff Kane
Joe Budz
David Ruiz
Robert Jacklitch
Charles Soper
Mary C. Kobida
SECTION TITLE
List of Acronyms
Index of Appendices
Executive Summary
Preferred Financial Scenario
Revenue Requirements
O&M and Debt Service Requirements
Capital Improvements
Recommendation on Water Rates, Fees & Charges
Conservation
Renewable Water Resources
Reclaimed Water System
Water Quality
Water Supply
Security
Utility Operations
Conclusion
Appendices
TABLE OF CONTENTS
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT
APRIL 2004
PAGE
i
ii
1
6
7
8
9
11
14
17
18
19
22
24
24
25
LIST OF ACRONYMS
LIST OF ACRONYMS USED IN THIS REPORT
ADEQ
Arizona Department of Environmental Quality
ADWR
Arizona Department of Water Resources
AWS
Assured Water Supply
CAGRD
Central Arizona Groundwater Replenishment District
CAP
Central Arizona Project
CCF
One Hundred Cubic Feet (1 ccf = 748 gallons)
CIP
Capital Improvement Program
COLA
Cost of Living Allowance
CY
Calendar Year
EPA
Environmental Protection Agency
ERP
Emergency Response Plan
FY
Fiscal Year
GAP
Groundwater Action Plan
GIS
Geographic Information System
GPCD
Gallons Per Capita Per Day
GPM
Gallons Per Minute
HOA
Homeowner Association
IOC
Inorganic Compound
ISAC
Information Sharing & Analysis Center
MCL
Maximum Contaminate Level
MDWID
Metropolitan Domestic Water Improvement District
M&I
Municipal & Industrial
O&M
Operations & Maintenance
OVWID#1
Oro Valley Water Improvement District #1
OVWU
Oro Valley Water Utility
pCi/L
Picocuries Per Liter
POE
Point Of Entry
ppb
Parts Per Billion
ppm
Part Per Million
PWSMP
Potable Water System Master Plan
RWSMP
Reclaimed Water System Master Plan
SOC
Synthetic Organic Compound
TAMA
Tucson Active Management Area
TCE
Trichloreoethylene
TTHM
Total Trihalomethanes
USEPA
United States Environmental Protection Agency
VA
Vulnerability Assessment
VOC
Volatile Organic Compound
INDEX OF APPENDICES
APPENDIX
A. Preferred Financial Scenario
1) Assumptions
2) Summary
3) Projected Income Statement
4) Projected Debt Service Statement
5) Projected Cash Flow Statement
B. 5-Year Capital Improvements Program
1) Existing Potable System Improvements
2) Expansion Related Improvements
3) Reclaimed Water System Improvements
C. Proposed Rate Schedules
1) Proposed Rate Schedule RS-1
2) Tables for Monthly Charges RS-1
D. Service Fees and Charges
1) Reconnect Fees
2) Revision to New Development Construction Inspection Fees
3) Document Reproduction
4) New Development Plan Revision Fees
E. Oro Valley Community Garden
1) Preliminary Drawing
2) Site & Display Information
F. Water Supply
1) Figure 1: Present & Future Water Demands
2) Figure 2: Available Renewable Water Resources 2003
3) Figure 3: Estimated Renewable Water Resources 2030
4) Static Water Level Measurements
G. Reclaimed Water System Map
H. Water Quality
1) Water Quality Testing Results
I. Utility Statistics for Calendar Year 2003
ii
EXECUTIVE SUMMARY
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT
APRIL 2004
INTRODUCTION
In October, 1996 the Oro Valley Town Council (Mayor and Council) formed the Oro Valley
Water Utility Commission (Commission) to act as the official advisory body to the Mayor
and Council regarding water related issues. The functions and duties of the seven member
commission include reviewing and developing recommendations for water revenue
requirements, water rate and fee structures, and water system capital improvement planning.
The Commission is required to prepare an annual report to the Mayor and Council regarding
its recommendations. This report is the Commission's seventh Annual Report. It includes
recommendations related to water conservation, revenue requirements, system operation and
maintenance, debt service, a five-year capital improvements plan, rate adjustments and
renewable water supplies.
The Executive Summary contains a briefing on the implementation of the recommendations
presented in the 2003 Annual Report as well as new recommendations specific to water
issues facing the Town in FY 2004-2005 and beyond. Explanations and financial analyses
that are more detailed may be found in the body of the report and the appendices.
WATER RATES, FEES & CHARGES
The potable water rates recommended by the Commission last year were adopted by Mayor
and Council in October 2003. Implementation of those rates provided a 2.1 % revenue
increase. The increase was achieved by increasing both the monthly base rates and the
commodity rates.
Additionally, the Mayor and Council adopted the Groundwater Preservation Fee. This fee
was designed to fund a portion of the reclaimed water system capital costs and is assessed to
all customers, both potable and reclaimed.
The initial reclaimed water rate was established with the monthly base rates equal to the
potable water base rates. The reclaimed commodity rate was established equal to Tier 1 of
the potable water commodity rates. It was recommended by the Commission that the
commodity rate for reclaimed water be discounted once all existing golf courses are
receiving reclaimed water.
The Mayor and Council also adopted fees for New Development Plan Review and
Construction Inspection. These fees were designed to recover the utility's costs to perform
these services.
With regard to the recommended rates and fees for the upcoming fiscal year, the
Commission's preferred financial scenario and rate design as they relate to both the potable
and reclaimed water systems are discussed in detail in the body of the report. Based on the
analysis of ten year projected expenses and required revenue, the Commission recommends a
3% revenue increase for FY 2004-2005. The proposed rate design will generate the needed
revenue allowing the utility to meet the revenue requirements for this coming fiscal year.
Additionally, the rate is designed to move toward a "cost of service" rate and continue to
promote water conservation. The majority of Oro Valley Water Utility customers will
experience a 3% rate increase which equates to 95¢ per month.
The Commission is recommending two new fees be established for FY 2004-2005. The
proposed fees for New Development Plan Revisions and Document Reproduction are
designed to recover the utility's cost for providing these services. Additionally, the
Commission is recommending a $15.00 increase in the reconnect fee currently being charged
and a $20.00 increase for the after-hours reconnect fee. Although the utility's costs have
increased, these fees have not changed since they were established in 1996. Details on new
and changed fees are contained in the body of the report.
CONSERVATION
The Water Conservation Specialist has been on board for one year and has made
considerable progress toward the utility's conservation goals. The bi-monthly newsletter,
Oro Valley Water Ways, has been a successful means of disseminating conservation
information and will continue to be an important part of the overall conservation program.
Over 100 residential water usage audits and nine extensive homeowner association audits
have been performed. These audits are comprehensive assessments of water usage based
upon landscape and irrigation requirements as well as household usage. Conservation
education has also been conducted through speaking engagements at service organizations,
homeowner associations, Town events and departmental meetings. Additionally, the utility
is participating in two pilot projects involving water harvesting and has expanded its
involvement with professional water management associations including the Irrigation
Association and the American Rainwater Catchments Systems Association. These and other
projects are discussed in detail in the body of the report.
The benefits of water conservation extend well beyond the water utility. Maintaining a
sustainable water supply greatly enhances the Town's ability to expand both commercial and
residential endeavors. As such, the Commission will be evaluating different means in which
water conservation can be supported by all departments within the Town, how water saving
equipment can be installed in all Town facilities and what, if any, code changes or policies
could be implemented that would reflect current Best Management Practices for water usage
and conservation.
oil
As the conservation program evolves and grows, the Commission recognizes that existing
staff dedicated to the conservation program will be unable to meet the demands placed on
him. The upcoming projects critical to the success of the overall conservation program will
be labor intensive and will leave insufficient time for individual customer audits and
assistance. Therefore, the Commission is recommending the addition of one full time
employee to facilitate water conservation programs.
RENEWABLE WATER RESOURCES
Activities undertaken this past year represent a continuation of those planned and reported in
previous years. Notably, construction on Phase 1 of the reclaimed water system will
commence in March 2004. The project is on schedule to be completed by June 2005 with the
first deliveries of reclaimed water to begin in July 2005. Phase 2 of the reclaimed water
system was originally scheduled for completion in FY 2008-2009; however, it is now
projected that Phase 2 customers will begin receiving reclaimed water in July 2007.
The Town has partnered with other local water providers on a managed recharge facility
within the Santa Cruz River channel. In November 2003, the Arizona Department of Water
Resources issued a facility permit for the project and in February 2004, the Town received its
storage permit clearing the way for the utility to begin accruing recharge credits from the
facility.
DEBT FINANCING
Preparation of the Water Project Feasibility Report, required for the Series 2003 Official
Bond Offering Document, included a comprehensive evaluation of the utility's financial
position. This work was performed after the Commission presented its 2003 Annual Report
to the Mayor and Council. An update to the Potable Water System Master Plan was also
completed after submission of the Annual Report. As a result, some of the recommendations
in last year's Annual Report differ from those submitted in the Rate Report later in the year.
The most notable difference was the recommendation that the utility re -finance the City of
Tucson debt. This re -finance was done as part of the Series 2003 Bond Issue. Additionally,
there were revisions to the capital improvements which ultimately reduced the amount of the
bond issue.
The Town's bond underwriters worked diligently to secure the best financing available for
the utility. They were able to facilitate the utility insuring the bonds in order to avoid selling
an extra $2 million in bonds to actually fund the required debt service reserve. This saved
the utility money along with the low interest rates obtained and the re -financing of the
Tucson debt and portions of other outstanding debt.
3
WATER QUALITY
For the second consecutive year, the utility is proud to report that it did not experience any
water quality violations for Total Coliform bacteria. Considering the volume of samples
taken, the number of people involved in the process and the ease with which contamination
of a sample can occur, the fact that no water quality violations occurred should be considered
remarkable. Of the hundreds of other water quality samples tested annually, no contaminant
was found to exceed the Maximum Contaminant Level.
The utility continually investigates opportunities to reduce water quality testing costs without
compromising the health and safety of its customers. In 2003, the Arizona Department of
Environmental Quality granted the utility a waiver for the constituent Glyphosate.
Elimination of testing for this constituent will save the utility approximately $7,000 in
laboratory costs for FY 2004-2005.
WATER SUPPLY
Groundwater levels continued to decline placing added emphasis on the importance of
delivering renewable water supplies for both potable and non -potable uses. During calendar
year 2003, the water production system frequently operated between 95% - 100% of its
capacity during peak hours in the summer months.
Continuation of the drought and pumping of groundwater cause groundwater levels to
decline, which in turn reduces the production capability of the existing system. The
completion of new and/or replacement wells and increased reservoir capacity will help the
production system keep up with the demand until the reclaimed system is constructed and all
golf courses are delivered a renewable source of water.
The process of renewing the Town's Assured Water Supply began in FY 2001-2002. In June
2003, after an extensive review and public appeal process, the Arizona Department of Water
Resources renewed the Town of Oro Valley's Assured Water Supply Designation.
SECURITY
The outfall of 9-11 included an amendment to the Safe Drinking Water Act. In 2002 the
Public Health Security and Bioterrorism Preparedness and Response Act was enacted. In
order to comply with this law, the utility is required to perform a Vulnerability Assessment of
all water infrastructure and then develop an Emergency Response Plan that addresses the
vulnerabilities identified. For security purposes, the majority of information obtained from
the vulnerability assessment must remain confidential. The utility's capital improvement
program includes funds that will be used to address the vulnerabilities of the water system.
4
CONCLUSION
The Oro Valley Water Utility Commission is proud to serve the Mayor and Council and
citizens of the Town of Oro Valley. We are pleased to present our Annual Report to the
Mayor and Council for their consideration. While much has been accomplished in the past
year, the Commission looks forward to direction regarding those items detailed in the Report.
We thank the Mayor and Council for their consideration, direction and guidance.
5
TOWN OF ORO VALLEY
WATER UTILITY COMMISSION
ANNUAL REPORT
APRIL 2004
The functions and duties of the Oro Valley Water Utility Commission include reviewing and
developing recommendations for water revenue requirements, water rate and fee structures,
water conservation, renewable water supplies and public information and education. In
evaluating staff recommendations regarding the water rates and fee structure, the
Commission examines the following conditions: the financial scenario must meet Town
policies; the operating costs have been reviewed and determined to be appropriate; and
proposed rate increases are kept to a minimum. The Annual Report is the means by which
this information is presented to the Town Council for their consideration. Any
recommendation that requires action by the Town Council will be presented for their
approval at a later date. Additionally, the Annual Report discusses projects the Commission
has been involved with during the past year and provides a work plan for the upcoming fiscal
year.
PREFERRED FINANCIAL SCENARIO
The Commission has arrived at a recommendation that adheres to the sound financial criteria
developed for the 1998 Annual Report. Described below, the Preferred Financial Scenario
also incorporates the elements of the other recommendations detailed in this report.
To enable the Commission to more fully understand the long-term effect of identifiable
future variables that impact the utility's financial resources, estimates for revenue, O&M,
capital expenditures and debt service have been forecast for a period of ten years. Examples
of future major expenses with varying long-term impacts are: implementation of the
reclaimed water system; costs incurred with membership in the CAGRD; costs for necessary
capital improvements to the water system; growth factors; and debt service. Every effort has
been made to employ the most accurate available data and reasonably conservative
assumptions in the analysis of future financial requirements.
The Commission developed a set of parameters for use in developing the Preferred Financial
Scenario. The parameters used are as follows:
➢ Revenue increases are proposed only when necessary and in an amount no more than
necessary.
➢ Projected expenditures are adjusted for inflation, O&M expenses, debt service and
water system improvements.
➢ Financial criteria established in 1998 must be met, setting the foundation for sound
fiscal operation.
Si
➢ Golf courses are expected to be removed from groundwater over a period of years
1 commencing in FY 2005-2006.
➢ Revenue projections include a residential customer growth factor of 420 residential
units per year over the ten year period. This is a conservative estimate based on the
more recent trend in growth within the Town.
➢ All sources of water revenue will be used to repay debt and include: water sales,
groundwater preservation fees, reclaimed water sales, potable and alternative water
impact fees.
➢ New debt will be issued in FY 2006-2007 to finance potable water system
j improvements and Phase 2 of the reclaimed water system.
Revenue increases of 3% occur in the first six years of the Preferred Financial Scenario.
These increases allow the utility to anticipate changes in future revenues and expenditures.
The scenario proposes generating needed revenue by modifying the monthly base rates and
the commodity rates annually through FY 2009-2010. Revenue increases have not been
projected for the last four years based on the information available today.
Data for the ten year projections assumes that both personnel and related costs will increase
by 3% annually. The O&M costs are assumed to increase annually based on inflation factors
received from the Arizona State Auditor General's office through FY 2008-2009. For all
remaining years, costs were increased by 3% annually. Allowances have been included for
power costs and increases in depreciation relating to the addition of infrastructure. CAP
water costs are anticipated to decrease and recharge costs are scheduled to increase; however,
these costs are established by state agencies over which the Town has no control. CAGRD
costs increase annually; decrease as golf courses are removed from groundwater; and then
increase with growth. Interest and principal payments on outstanding bonds gradually
decrease over the ten year period.
Analysis of the Preferred Financial Scenario indicates that it meets established financial
criteria. Retained earnings maintain a positive value and the net income of the utility does
not reflect a loss for more than one year. Additionally, the net revenues provide debt service
coverage in excess of 1.30 times the annual debt service as required by the bond covenants
and depreciation is fully recovered by the rates. The total cash reserves are maintained in
excess of 15% of the expected cash outlays excluding capital expenditures.
The projected Income Statement, Debt Service Statement and Cash Flow Statement for the
Preferred Financial Scenario may be found in Appendix A.
REVENUE REQUIREMENTS
The Commission and Town staff analyzed the revenue and cash flow requirements necessary
for operation and maintenance, capital improvements and debt service payments for both the
potable and reclaimed water systems. Revenues and cash flows were projected for FY 2004-
2005 based on anticipated annual growth in the customer base of 420 residential customers
and water consumption patterns similar to calendar year (CY) 2003. Projected operating
Yl
1 expenses were developed by the water utility staff. Capital expenditures were identified in
the Potable Water System Master Plan and the Reclaimed Water System Master Plan and
will be financed with bond funds repaid with all sources of water revenue.
The following table indicates the amount of water sales revenue that would be realized by a
3% revenue increase and increased service connections of 420:
FY 2003-2004
Revenue Estimate
FY 2004-2005
Revenue Projection
Dollar
Increase
$8,463,500
$8,794,500
$331,000
Although all sources of water revenue will be used to repay outstanding debt, revenue
received from groundwater preservation fees, potable water and alternative water impact fees
will be monitored to ensure that sufficient revenue is collected from each source to pay for
capital improvements identified as being funded by the respective sources. Analysis
performed when preparing the Financial Feasibility Report for the Series 2003 Bond Issue
determined that the fees as established were justifiable and would not need to be increased.
Should circumstances change the fees will be re-evaluated and adjusted accordingly.
O & M AND DEBT SERVICE REQUIREMENTS
Because of the timing of the preparation of this report relative to the Town's budgeting
process, the Commission recognizes that both the projected revenues and the projected
expenses may need to be revised. The amounts shown below and used in the financial
analysis may differ from those included in the Department Budget Request and the
Manager's Budget Review because of the availability of more recent and reliable
information. The Commission understands that Oro Valley Water Utility (OVWU) staff, the
Town Manager and the Mayor and Council will adjust expenses to fit the final estimate of
revenues based on the action of the Council on the rate structure for FY 2004-2005.
The following table is a comparative summary of expenses and debt service requirements for
the water utility enterprise fund. Budgeted amounts for FY 2003-2004 are compared to the
projected expenses for FY 2004-2005 used in the financial analysis:
OVWU
Expenses
FY 2003-2004
Budget
FY 2004-2005
Projected
Change
Increase(Decrease)
Personnel
$
1,627,945
$
1,692,799
$
64,854
$
2,248,221
$
2,385,521
$
137,300
-O&M
C.A.P.
$
390,936
$
343,700
($
47,236)
C.A.G.R.D.
$
258,750
$
338,200
$
79,450
De rec. & Amort.
$
1,861,700
$
1,955,173
$
93,473
Interest Payments
1 $
2,471,846
1 $
3,044,967
$
573,121
Principal Payments
$
1,581,078
$
1,793,112
$
212,034
Totals
$10,440,476
$11,553,472
$1,112,996
Personnel costs include the addition of 2 full time employees, one of which would assist the
conservation staff and the other would begin work in the spring of 2005 and would be
dedicated to the reclaimed water system. Personnel costs also include the reclassification of
employees based on the Town's recent changes to the Compensation Plan. Personnel costs
have increased 3% annually to allow for merit and COLA increases.
The request for operations and maintenance costs reflect, among other items, increased
expenses for electrical power for pumping, water recharge costs, excess groundwater
withdrawal fees, chemicals for disinfection, plant and equipment repairs. Some costs are
fixed by outside agencies and others may be subject to change as the iterative process of
budget development is completed.
Principal and interest payments reflect debt service pursuant to repayment schedules for the
bonds related to acquisition of the utility; assuming management of the OVWID#1; the bond
issue in 2001 for existing system improvements; re -financing the 2000 bonds for system
expansion improvements; re -financing the City of Tucson debt; and the 2003 bonds sold for
potable water system capital improvements and construction of the reclaimed water system.
The increase in depreciation is due to the completion of approximately $4,000,000 in
infrastructure during the past year. Since this new infrastructure has been put into service, it
must now be depreciated over the expected life of each facility.
CAPITAL IMPROVEMENTS
Potable Water System:
This past year, the Utility revised the Potable Water System Master Plan (PWSMP) which
was adopted by the Town Council in September 2003. The PWSMP will continue to be
updated on a periodic basis to evaluate the required infrastructure needs as commercial and
residential growth occur.
Analysis performed for preparation of the PWSMP identified that the utility's wells
experience an average depreciation or cumulative reduction in production capacity of 250
gallons per minute (gpm) per year. Based on this information, a Groundwater Action Plan
(GAP) was developed. Preparation of the GAP involved a thorough evaluation of the
existing well field including review of the hydrologic elements of the aquifer. The GAP
identified potential upgrades to existing wells that could increase pumping capacities which
would enable the utility to better meet its demands. The upgrades include rehabilitating
existing wells, increasing the size of existing pumps and replacing those wells that are no
longer cost effective to maintain.
The OVWU has been actively designing and constructing new water system capital
improvements for both the existing system and expansion related projects. By June 2004 it is
anticipated newly completed projects totaling more than $3 million will be providing service
r
to our customers. Capital improvement projects for FY 2004-2005 include one new well;
completion of a new dual zone booster station; and over 5 miles of new transmission mains.
Well Drilling in Progress
Located East of Oracle Rd. & South of Tangerine Rd.
Property acquisition of new well and reservoir
sites remain a challenge the utility faces as the
Town grows. Wells must be located in specific
hydrogeologic areas of the Town in order to
produce water in sufficient quantities that
justify the costs related to drilling and
equipping them. Reservoir sites must be
located at specific elevations to appropriately
function with the existing system.
It is imperative the utility acquire land today
for facilities needed in the future. As growth
occurs, land becomes less available and more
expensive as each parcel is developed.
During FY 2003-2004, over 35,000 feet of water main was scheduled for construction of
which approximately 18,000 feet were a direct result of Town roadway improvement
projects. For upcoming FY 2004-2005, the utility has scheduled over 22,000 feet of water
main construction of which 5,300 feet are related to on -going road improvement projects
along La Canada Drive and Lambert Lane. Other scheduled improvements will facilitate
commercial growth along Oracle Road and will upgrade the water pressure and fire flow
capabilities for the residents located in the Oro Valley Country Club area.
During FY 2003-2004 the utility spent $92,000 on the purchase and installation of fire
hydrant locking devices to protect the water distribution system from unauthorized access.
The capital improvements program (CIP) contains $200,000 annually for security equipment
for the upcoming five years which includes intrusion detection equipment, perimeter fencing
and other corrective actions. Security issues facing the utility are described later in this
report.
10
Reclaimed Water System:
The Reclaimed Water System Master Plan (RWSMP) was approved by Mayor and Council
in September 2002. The RWSMP identified the capital improvements required to receive
reclaimed water at Tangerine Road and Thornydale Road and deliver it to the golf courses,
parks and schools within the Town of Oro Valley. The capital costs slated for FY 2004-2005
include construction of Phase 1 of the reclaimed system which consists of a 1.5 million
gallon reservoir, three pump stations and approximately 11 miles of transmission and
distribution mains. Details of the capital improvement plans may be found in Appendix B.
All capital projects will be funded with bond proceeds repaid with all sources of water
revenue. The following table summarizes the utility's five year CIP:
Oro Valley Water Utility Five Year Capital Improvement Program
5 Year
C.I.P.
FY 04/05
FY 05/06
FY 06/07
FY 07/08
FY 08/09
Total
Existing
System
$ 2,513,250
$ 1,177,000
$ 3,351,000
$1,291,000
$1,077,000
$ 9,409,250
Expansion
Related
$ 1,250,250
$ 2,202,000
$ 517,500
$ 1,394,000
$ 2,041,000
$ 7,404,750
Reclaimed
System
$ 7,660,988
$ 401,440
$ 5,324,080
$ 0
$ 0
$13,386,508
Total
$11,424,488
$ 3,780,440
$ 9,192,580
$ 2,685,000
$ 3,118,000
$30,200,508
RECOMMENDATION ON WATER RATES, FEES & CHARGES
The Commission recommends modification of the monthly base rates and the commodity
rates to further encourage water conservation and to provide the revenue necessary to meet
projected expenditures. The usage thresholds in the commodity rates will remain the same.
The 3% revenue increase detailed in the Preferred Financial Scenario is proposed to be
accomplished via the following changes:
➢ The potable water monthly base rates to increase by 3% and range from $12.65 to
$1,262.00 per month depending on the meter size.
➢ The potable water Tier 1 commodity rate to increase by 3% or 6 cents per 1,000
gallons. The rate is currently $1.92 per 1,000 gallons and will increase to $1.98 per
1,000 gallons.
➢ The potable water Tier 2 commodity rate to increase by 5% or 13 cents per 1,000
gallons. The rate is currently $2.55 per 1,000 gallons and will increase to $2.68 per
1,000 gallons.
11
➢ The potable water Tier 3 commodity rate to increase by 10% or 33 cents per 1,000
gallons. The rate is currently $3.25 per 1,000 gallons and will increase to $3.58 per
1,000 gallons.
➢ The reclaimed water monthly base rates to increase by 3% and range from $12.65 to
$1,262.00 per month depending on the meter size. These rates are equal to the
potable water base rates.
➢ The reclaimed water commodity rate to increase by 3% or 6 cents per 1,000 gallons.
The rate is currently $1.92 per 1,000 gallons and will increase to $1.98 per 1,000
gallons. This rate is equal to the potable water Tier 1 commodity rate.
➢ The groundwater preservation fee will remain unchanged at 210 per 1,000 gallons.
The proposed revenue increase would allow the utility to meet sound financial criteria
regarding the operations of a municipal utility while costs keep pace with inflation, growth
issues are addressed, infrastructure is replaced as it is worn out and the level of customer
service improves.
The following table illustrates the proposed changes for a typical residential customer with
a 5/8"x 3/4" meter. Other water providers in the region are included for comparison.
Water Provider
Monthly
Base Rate
Tier 1
Commodity Rate
Tier 2
Commodity Rate
Tier 3
Commodity Rate
OroValley Current
12.30
1.92
2.55
3.25
OroValley Proposed
12.65
1.98
2.68
3.58
MDWID
11.96
2.16
2.88
3.62
Marana
14.00
2.55
2.55
2.55
Tucson
5.35
1.03
3.50
4.92
Oro Valley Water and Tucson Water no longer include water usage in their base rates;
however, Marana and MDWID both include 1,000 gallons. Tucson Water's commodity rates
are based on the use of 100 cubic feet which is the equivalent of 748 gallons. Oro Valley,
MDWID and Marana all base their rates on 1,000 gallons. A table providing proposed rates
for all OVWU meter sizes may be found in Appendix C.
Appendix C also contains tables that calculate the dollar increase and the percentage
increase that a customer would experience on a monthly bill under the proposed rate change.
Monthly bill amounts are calculated in 1,000 gallon increments for the 5/8" x 3/4" meters
and a variety of increments for larger meter sizes.
The Preferred Financial Scenario recommendations result in modification of both the base
rates and the commodity rates. The average consumption for customers with a 5/8"x 3/4"
meter is approximately 10,000 gallons per month. The proposed modification of the rate
design will further encourage water conservation by the utility's customers whereby usage in
excess of the annual average usage for each customer class is penalized with higher rates.
12
The Commission's recommended rate design is intended to encourage voluntary
conservation practices.
For comparison purposes, the following table provides a calculation of a monthly bill amount
for a customer with a 5/8"x 3/4" meter for several of the other water utilities surrounding the
Oro Valley Water Utility service area. Direct comparison of raw base rates and raw
commodity rates is not as effective because of the varying rate structures of each utility. A
better comparison is to calculate the cost for specific consumption levels during a summer
month. Please note that these charges only reflect water use fees and specifically exclude
taxes and groundwater preservation fees.
Water Utility
Cost for
10,000 Gallons
Cost for
18,000 Gallons
Cost for
27,000 Gallons
Cost for
40,000 Gallons
Oro Valley Current
31.50
51.90
76.25
118.50
Oro Valley Proposed
32.45
53.89
79.81
126.35
MDWID
29.24
50.84
78.24
125.30
Marana
34.40
57.35
80.30
113.45
Tucson
19.12
52.51
103.52
206.42
Review of the utility's service fees and charges revealed the reconnect fee is not sufficient to
recover the utility's cost to process delinquent account turn offs. Although the utility's costs
have increased over the years, this fee has not been adjusted since it was first established in
1996. The Commission is recommending that the reconnect fee be increased from $25.00 to
$40.00. To perform the same service after normal business hours, the reconnect fee is
proposed to be increased from $50.00 to $70.00. The proposed fees are in line with other
local utilities. Details of the proposed fees are located in Appendix D.
Construction inspection is provided by utility staff to insure installation of water system
improvements comply with established standards and contract documents. The existing fees
have no provision for the utility to recover its labor costs when staff is required to work
outside of normal working hours and on weekends and/or holidays. The proposed revision to
the existing inspection fees would require the contractor to reimburse the utility for travel
time, labor and benefits when utility personnel perform construction inspection outside of
normal working hours. These costs would be charged in addition to the existing inspection
fee. Details of the proposed fees are located in Appendix D.
The utility often receives requests for documents, such as bound reports and maps, that are
printed by outside vendors as opposed to photocopied in-house. The Commission is
recommending that a fee be established that will allow the utility to be reimbursed in an
amount equal to the cost of reproduction. Details of the proposed fees are located in
Appendix D.
Additionally, the Commission is recommending that the utility implement service fees for
new development plan revision. These service fees are for small changes in the plans that do
not change the hydraulics of the system. Review of revisions that impact the hydraulics of
the system would be assessed under the existing new development plan review fee structure.
Implementation of the plan revision fees will provide a revenue source that will offset
IN
1 personnel costs to provide the service. The proposed fee for new development plan revision
review is $15.00. Details of the proposed fee are located in Appendix D.
"1
No other adjustments to service fees and charges are necessary at this time; however, the
Commission recommends that the service fees and charges continue to be reviewed on an
annual basis.
CONSERVATION
Water conservation is not only an important component in adjusting supply with demand, it
is a requirement related to Tucson Active Management Area (TAMA) goals. The Town has
a targeted goal for gallons per capita per day (GPCD) that is established by the Arizona
Department of Water Resources (ADWR). Accordingly, the water utility continues to work
with its customers to educate them on water conservation and assist them in managing their
water usage. In addition to the bi-monthly newsletter, staff is performing water audits.
Water audits are assessments of water usage based upon landscape and irrigation
requirements as well as indoor usage. To date, over 100 residential audits and 9 extensive
homeowner association (HOA) audits have been completed. All of these audits consist of a
comprehensive examination and assessment of irrigation equipment, plant material and water
usage practices. A written report is left with the customer offering suggestions on how to
improve their water usage. These services are offered free of charge to all utility customers.
Another important element of conservation education is done through public speaking
engagements. The Water Conservation Specialist has spoken to service organizations, such
as local Rotary and Civitan clubs; the Southern Arizona Homebuilders Association; local
homeowners associations and individual departments within the Town.
The utility was asked to provide consulting services on two separate water harvesting
projects currently underway in the Town. A small group of citizens contacted the Water
Conservation Specialist to ask for assistance in designing and installing water harvesting
equipment at their neighboring residences. The goal is to "catch" rainwater runoff, store it,
and then use it for landscape irrigation. The utility has also been assisting the Town's Public
Works Department in their endeavor to create a prototype water harvesting site at the Oro
Valley Country Club. These two "test cases" will be used to help formulate Town policy and
incentives in the future.
The utility has become active with new product field testing for irrigation equipment
manufacturers. Additionally, the utility has expanded its involvement with professional
water management associations including the Irrigation Association and the American
Rainwater Catchments Systems Association. In the coming year, the Commission will be
evaluating the utility's membership in Water CASA to determine whether or not the benefits
equal the costs. Membership in Water CASA represented 42% of the conservation budget
for FY 2003-2004. The conservation budget is modest compared to other items in the utility
budget; therefore, it is prudent to properly allocate the available funds to ensure maximum
benefits are realized.
14
1 The Commission has established the following short term goals for FY 2004-2005:
• Encourage the Town as a whole to embrace the concept of water conservation
• Fund portions of the conservation programs from other Town departments
• Installation of water conserving equipment at all Town facilities
• Adopt policies that reflect Best Management Practices for water usage &
conservation
• Addition of one full time employee dedicated to water conservation
The most significant goal is to have the Town as a whole embrace the concept of water
conservation. The benefits of water conservation extend well beyond the water utility. In
addition to complying with state conservation goals, maintaining a sustainable water supply
greatly enhances the Town's ability to encourage economic development as well as
residential growth. Funding the educational and customer assistance programs, conservation
incentives, conservation staff and the loss of revenue that a successful conservation program
could create may be a monetary burden too high for the utility alone. As such, the
Commission is evaluating the possibility that funding for portions of the conservation
programs come from other departments within the Town. For example, each department
could budget to set aside a fixed amount of money to provide conservation rebates or
material incentives to customers. The Commission recognizes that these programs are not
yet established, but looks forward to bringing this funding issue to the Mayor and Council
during FY 2004-2005.
The Commission is also considering the impacts of installing water conservation equipment
at all Town facilities. This may include automatic shut off sinks and improved irrigation
equipment. During FY 2004-2005, the Commission will be reviewing policies that reflect
Best Management Practices for water usage and conservation. An example of this would be
to establish Town standards for irrigation installation and monitoring of landscape
contractors for quality control. Including irrigation standards in the Town Code would
facilitate water conservation as it relates to new construction.
The utility is in the process of designing a community display garden that will be placed on
Town owned land between the library and the development services buildings. The garden
will employ a combination of educational displays of native vegetation that uses renewable
water resources and harvested water for irrigation as well as provide the community with a
practical and pleasant area to relax or gather as a group for a special event. The utility has
received statements of support from the library and other Town departments for in -kind
services to aide in the construction of the garden. The preliminary cost estimate for the
garden is approximately $100,000. The utility is in the process of applying for grant funds
from Local, Regional & State Parks Heritage Fund and Land and Water Conservation Fund
and from the Bureau of Reclamation. Library staff has volunteered to obtain grant funds
from the Institute of Library & Museum Services Conservation Project Support. Grant funds
are projected to cover approximately one third of the garden's costs. Additional funding is
proposed to come from public donations and the Town, each providing one third of the costs.
With grant funds and the Town providing in -kind services, capital outlay for the garden is
15
anticipated to be minimal. The actual construction of the facility will depend on when funds
become available. A preliminary drawing of the proposed garden may be found in
Appendix E.
The large turf users, such as golf courses, schools and parks, have been the customers
targeted to receive reclaimed water when it becomes available. Further evaluation has
identified other large non -turf water users that could benefit from the use of reclaimed water
such as homeowner association common areas. The Commission supports staff s decision to
place access connections in the transmission main during the course of construction that
would make future connection costs less expensive for prospective reclaimed customers.
Utilizing a full time employee dedicated to water conservation has allowed the utility to
expand its focus on a meaningful water conservation program. There is much to be done to
achieve stated short term goals as well as begin working toward long term conservation
goals. Water audits have been suspended since December 2003 to allow staff time to work
on grant funding, public donation concepts, landscape plan review, and water harvesting
projects. It is important to maintain the momentum of the conservation program. As such,
the Commission is recommending the addition of one more full time employee in FY 2004-
2005 to assist the existing staff. This will permit further attention to audits and educational
assistance.
The long term goals established by the Commission include modification to the Town Code,
contractor certification and conservation incentives. Presently, only rudimentary standards
exist on the installation of irrigation systems, residential backflow prevention and water
harvesting techniques. The existing building codes make it difficult, if not impossible, and
expensive to retro-fit water conserving and/or water harvesting equipment. The
Commission's work plan for future years will encompass evaluation of code changes that
would include comprehensive specifications on equipment, installation and quality control
that would facilitate water conserving equipment installation.
Residential water audits have found that many of the residential irrigation systems currently
installed are problematic. Typically they are lacking sufficient valves and zones that would
allow for proper watering techniques. The residents generally do not have sufficient
knowledge on how to change timer settings for the seasons or plant maturity. The
Commission will be considering the development of a series of classes that specifically
address these issues as well as acceptable installation methods, water management and
business ethics as they relate to the Town. The classes could be taught to landscape and
irrigation contractors periodically throughout the year. Participation and successful
completion of the classes would allow the contractor(s) to be placed on a list of certified
contractors that would be provided to OV WU customers upon request.
It is the intent of the Commission to include these short term and long term goals in the work
plan for FY 2004-2005 as well as future years. The Commission looks forward to returning
to Mayor and Council with specific recommendations regarding proposed programs.
16
RENEWABLE WATER RESOURCES
The Town of Oro Valley is located within the Tucson Active Management Area (TAMA),
one of five special water management areas within the State of Arizona. As such, the
Arizona Department of Water Resources (ADWR) regulates groundwater use throughout the
TAMA. In general, ADWR requires water providers to institute conservation programs,
accurately measure and report groundwater pumpage, and within growing communities,
demonstrate a 100-Year Assured Water Supply (AWS), all aimed at eliminating groundwater
mining within the TAMA by the year 2025. In particular, the AWS provisions require the
use of renewable water supplies — directly or indirectly — as a means for bringing
groundwater pumpage within the TAMA into balance.
In order to meet these provisions, the Town of Oro Valley must acquire renewable water
resources in quantities adequate to meet both existing and fixture demands. The following is
a general description of the renewable water supplies available to the Town. This same
information is provided graphically in Figure 1 (water demands); Figure 2 (existing
resources); and Figure 3 (future resources) located in Appendix F.
The Town currently has a legal allocation to CAP water in the amount of 6,748 acre feet per
year. A portion of this allocation was acquired through the purchase of private water
companies by the Town (2,294 acre feet per year) and the remainder through an agreement
with the City of Tucson. In addition to this allocation, the Town anticipates acquiring a
portion of the currently unallocated Municipal and Industrial (M&I) CAP water as part of the
reallocation process conducted by the State. ADWR has recommended that the Town of Oro
Valley be allocated 3,357 acre feet per year, out of the approximate 60,000 acre feet per year
available through this process. The reallocation ultimately requires approval of the U.S.
Congress and is anticipated to occur within the next two years.
Currently, the infrastructure necessary to convey CAP water to the Town does not exist,
making direct use impossible at this time. However; the Town has been cooperating with
local water providers and the Bureau of Reclamation to develop a regional CAP delivery
system within the northwest Tucson area. Even though it will take many years to
accomplish, the Town of Oro Valley is committed to the direct use of CAP water. In the
meantime, the Town has been recharging a portion of its CAP allocation and has accrued
long-term storage credits totaling approximately 12,000 acre feet. These credits can be used
to offset the accounting of future groundwater pumpage by the Town in accordance with the
state's assured water supply program.
In addition to CAP water, wastewater effluent is the only other renewable water resource
available to the Town of Oro Valley. This resource is unique in the fact that it can be
recycled (reclaimed) to a quality suitable for landscape irrigation water, particularly for large
turf areas. Also, this is the only source of water available to the Town that actually increases
in volume as population increases.
Through the execution of a water settlement agreement between the Town of Oro Valley and
the City of Tucson in the year 2002, the Town acquired rights to the effluent generated
[VA
within its water service area. The volume of this supply, available for use by the Town, is
estimated to be about 1,900 acre feet in the year 2003 and increases to approximately 4,000
l acre feet by the year 2030. The Town will begin construction of a reclaimed water delivery
1 system in March 2003. It is anticipated that reclaimed water deliveries to large turf facilities
located north of Tangerine Road will begin in July 2005. Large turf facilities located south
of Tangerine Road are expected to begin receiving reclaimed water by July 2007. The
reclaimed water system is discussed in detail later in this report.
Over the past two years, Town staff has been working with other water providers and
governmental agencies within the region to develop a managed recharge facility within the
Santa Cruz River channel to begin receiving recharge credits for effluent discharged into the
river. According to State law, those who have ownership of the effluent being discharged
into the river may apply to receive long-term recharge credits for the water actually
recharged. These credits are limited to 50% of the water recharged within the boundaries of
the managed recharge facility.
The Lower Santa Cruz River Managed Recharge Project is located within Pima County,
along a 16-mile stretch of the Santa Cruz River. Secondary effluent is discharged to the river
from the Roger Road Wastewater Treatment Plant and the Ina Road Wastewater Treatment
Plant, where a significant amount of it recharges within the proposed project area. Along
with others, Oro Valley has legal ownership to a portion of the effluent discharged into the
Santa Cruz River and is interested in accruing long-term recharge credits associated with its
infiltration. To this end, a regional approach to permitting and operating the recharge facility
has been undertaken and a facility permit was issued by the ADWR in November of 2003. In
addition, the Town received its storage permit for this facility in February of 2004, clearing
the way for the utility to begin accruing recharge credits from the facility. In addition to the
Town of Oro Valley, the City of Tucson and Metropolitan Domestic Water Improvement
District have received storage permits for the facility.
RECLAIMED WATER SYSTEM
During the past year, the utility has accomplished a great deal toward the implementation of
its reclaimed water delivery system. A number of projects were completed while the design
of Phase 1 was underway. The Mayor and Council adopted an ordinance mandating the use
of reclaimed water for turf irrigation and executed an addendum to the IGA with the City of
Tucson (Tucson) that established reclaimed rates and identified other parameters related to
receiving reclaimed water. The alternative water impact fees were analyzed and determined
to be adequate; the GPF was adopted by the Mayor and Council; and the reclaimed water rate
was established. All of these tasks had to be completed prior to issuing the bonds used to
finance the construction of the reclaimed water system. The bonds were sold in December
2003 and a portion of Phase 1 was publicly bid in February 2004. Construction for all of
Phase 1 is estimated to be completed and reclaimed water delivered by July 2005.
jThe overall size of the reclaimed water system necessitated that the project be designed and
constructed as several smaller projects. Phase 1, consisting of approximately 5.5 miles of
transmission mains and 5.5 miles of distribution mains, will be the first project to get
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1 underway with construction beginning in March 2004. As per the addendum to the IGA with
Tucson, Tucson Water is responsible for designing and constructing two of the three pump
1 stations for the project; however, the utility will provide partial funding for these projects.
Tucson will also own and maintain these pump stations. The design is in process and
construction is scheduled to be completed on or before July 2005. Design of a third pump
station and a reservoir are also underway. Although issues involving the land for the
reservoir site were not resolved at the time of this writing, it is anticipated that the
construction will be completed by June 2005.
Phase 1 will supply reclaimed water to turf areas north of Tangerine Road. The targeted
customers include Stone Canyon Golf Course, Vistoso Highlands Golf Course, Sun City Golf
Course and future golf courses, parks and schools. The estimated cost to construct Phase 1 is
$11 million.
Phase 2 will supply reclaimed water to turf areas south of Tangerine Road. Potential
customers of Phase 2 include golf courses, schools, parks and possibly homeowner
association common areas. The planned infrastructure includes approximately twelve miles
of distribution mains and is estimated to cost $6 million. Delivery to Phase 2 customers is
anticipated in July 2007. As with Phase 1, the second phase is expected to be financed
through the sale of bonds in the spring of 2006. A map illustrating the two phases may be
found in Appendix G.
Repayment of the debt associated with both phases of the reclaimed water system is proposed
to be accomplished through a combination of revenue sources including reclaimed water user
fees, alternative water resource impact fees and revenue collected through the GPF.
Financial projections on the reclaimed water system's revenue and expenses have been
included with the potable water system and may be found in Appendix A. Assumptions
used in these projections include capital costs for both phases of the reclaimed system;
estimated operating and maintenance costs; and standard depreciation rates. The commodity
rate for reclaimed water has been established equal to Tier 1 of the potable water commodity
rate. The projections demonstrate that the proposed rates will meet all operating costs with a
surplus being used to repay debt.
WATER QUALITY
The mission of the utility is to provide assurance that drinking water is safe, clean, and meets
all local state, and federal drinking water health standards. In order to protect public health,
the United States Environmental Protection Agency (USEPA) sets drinking water standards
which all public water providers must meet. Regular monitoring and testing of the water
supply is required to assure customers are provided with safe water in their homes and
businesses. The USEPA regulations require water providers to regularly test public drinking
water supplies for bacteria and other microorganisms, and numerous other natural -occurring
or man-made organic and inorganic constituents.
19
Over the course of a year the utility collects hundreds of water samples from 21 "point of
entry" sites including groundwater wells, reservoirs and pumping stations. In addition, the
utility also sampled from 38 "sample stations" located throughout the water distribution
system specifically selected to represent the entire water delivery system. Each sample is
tested for numerous constituents which may include bacteria, minerals, metals, or man-made
chemicals. The USEPA sets national drinking water standards which are administered in
Arizona by the Arizona Department of Environmental Quality (ADEQ). The utility provides
all water quality testing results to ADEQ and works closely with that agency to ensure all
federal and state standards are maintained.
It is important to remember that the detection of a contaminant in drinking water does not
necessarily represent a threat to public health. Current technology allows water utilities to
detect extremely low levels of contaminants in drinking water. Groundwater is the source of
all drinking water delivered by the utility. All drinking water, including bottled water, may
reasonably be expected to contain at least small amounts of some contaminants. Oro
Valley's groundwater contains dissolved minerals and organic compounds, which have been
leached from the rock, sediments, and plant materials through which the water traveled. One
would expect to find minerals such as calcium, magnesium, chloride, bicarbonate, sulfate,
and metals such as iron, copper, arsenic and lead, which may be either beneficial or harmless
at low concentrations, but harmful at high concentrations. In addition to these naturally
occurring contaminants, our groundwater may contain contaminants resulting from human,
industrial or domestic activities. For this reason, water utilities must currently monitor for
approximately 90 regulated and 48 unregulated contaminants.
Other contaminants that may be present in source water are microbial contaminants, such as
viruses and bacteria, which may come from sewage, agricultural livestock, and wildlife.
Total Coliform is an indicator to more closely monitor the distribution system for possible
unwanted bacteria. The utility disinfects its water sources by adding chlorine as a precaution
against bacterial growth in its distribution system. During the past two years, the utility has
collected 912 samples for analysis of Total Coliform bacteria, none of which resulted in
detection. Very few water utilities have experienced this success. Additionally, the utility
received a compliance status of "No Major Deficiencies" from the ADEQ for both water
systems.
Inorganic Compounds (IOC), such as salts and metals, can be naturally occurring or result
j from urban stormwater runoff, industrial or domestic wastewater discharges, oil and gas
production, mining, or farming. Three inorganic contaminants of special interest are arsenic,
J fluoride, and nitrate. Fluoride and arsenic are naturally occurring and tend to increase as
water is drawn from greater depths. Arsenic is a naturally occurring mineral know to cause
cancer in humans. The utility conducted compliance tests for arsenic in it wells in 2001. The
water systems arsenic levels ranged from "no detect" to 1.3 parts per billion (ppb). The EPA
J standard for arsenic is now 10 ppb. Fluoride is found naturally in our drinking water. Oro
Valley's groundwater has fluoride at low concentrations ranging from 0.15 to 0.58 parts per
million (ppm), well below the EPA limit of 4.0 ppm. Fluoride at a level of 1.0 ppm has been
shown to help prevent tooth decay. hi substantially greater concentrations, fluoride can be
harmful. Nitrate is typically found in higher concentrations near the surface of the
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1 groundwater table because it is frequently associated with fertilizer use, septic tanks and
other human activities. Nitrates in drinking water at levels above 10 ppm could pose a health
risk for the elderly and can cause blue baby syndrome. The concentrations for nitrates in Oro
Valley's water range from "no detect" to 3.8 ppm. Additionally, most lead and copper
contamination occurs within the water distribution system or household plumbing and is
caused by low pH or contusive water coming into contact with plumbing materials that
contain lead. Lead and copper are regulated by a Treatment Technique that requires water
systems to control the corrosiveness of their water. If more than 10% of tap water samples
taken exceed the action level, water systems must take additional remediation steps. For
copper, the action level is 1.3 ppm and lead is 0.015 ppm. Water samples are taken within
} the customers' residences throughout the distribution system. As a result of meeting
compliance regulations over several years, the utility is only required to sample every three
years instead of annually. Sampling in 2001 had results for lead as "no detect" and the
highest copper level was 0.33 ppm. None of the remaining contaminants in this group have
been detected in Oro Valley's water supply.
Synthetic Organic Compounds (SOC) include pesticides and herbicides which may come
from a variety of sources such as agriculture, urban stormwater runoff, and residential uses.
The utility has never detected any SOC in its water supply. Due to regulatory changes and
increases in Oro Valley's population, monetary cost for the water quality program has
continued to rise. The utility continually investigates opportunities to reduce sampling costs
while maintaining the safety and health of its customers. In 2003, ADEQ granted the utility a
waiver for the constituent Glyphosate. Receipt of this waiver will save the utility
approximately $7,000 in laboratory analysis during FY 2004-2005. Glyphosate is an organic
solid comprised of odorless white crystals. It is an herbicide used to control broadleaf weeds
and grasses and is found in products like Roundup, Sting, and Tumbleweed. The
contaminant has never been detected in Oro Valley's water supply and there is no evidence
of large scale use within the utility's service area. The utility is also working in concert with
other local water providers in southern Arizona to obtain waivers for a number of SOCs that
are found in herbicides and pesticides in more agricultural locations. If waivers for SOCs are
granted by the State, all water providers would save a significant amount of money in
laboratory analysis.
Volatile Organic Compounds (VOC) includes such compounds as trichloroethylene (TCE)
and tetrachloroethylene (PCE). These compounds are volatile like alcohol or gasoline and
are made up of relatively small molecules which allow them to migrate readily through soils.
Solvents such as TCE and PCE have been commonly used for cleaning machine parts and for
dry cleaning. Despite the vulnerability of groundwater to such contamination, none of these
contaminants have been detected in Oro Valley's water supply.
Total Trihalomethanes (TTHM) are formed when chlorine combines with naturally occurring
organic material in water since the level or organic matter in our groundwater is extremely
low, these compounds are found at very low concentrations. The highest TTHM result in
any system sample was 0.0035 ppm. The EPA standard is 0.8 ppm.
21
1 Adjusted Gross Alpha is a measure of radioactivity due to naturally occurring minerals in
1 groundwater. The standard for gross alpha radioactivity is set at 15 picocuries per liter
(pCi/1). The range for Oro Valley's water supply is "no detect" to 4.3 pCi/l.
'l
The level of water hardness varies from one well to another. Hardness is a measurement of
the concentration of calcium and magnesium in the water. If the hardness of water is more
than 120 ppm, then a water softener would probably reduce the formation of scale within a
household and make soap lathering easier. The hardness levels in Oro Valley's water range
from 32 ppm to 180 ppm. The hardness scale is: 0-75 ppm is considered soft water; 75-150
ppm is moderately hard; 150-300 ppm is hard; and more than 300 ppm is very hard water.
Every year the water utility distributes an Annual Water Quality Report to all customers. The
report contains mandatory language provided by the EPA regarding water quality topics
including information on different constituents and their health effects and bottled water and
its potential for contaminants. A complete listing of all contaminants that the utility tests for
and the most recent test results may be found in Appendix H.
The groundwater delivered by the utility meets all drinking water standards without
treatment. However, approximately 0.5 ppm of chlorine is added to the drinking water
supply at well sites, reservoirs and other facilities to provide assurance that water delivered to
customers will remain free of microbiological contamination. Because of chlorine's
effectiveness in killing germs, disinfection with chlorine provides critical protection for
drinking water consumers. Around the world, millions of people suffer from waterborne
diseases due to microorganisms in their drinking water. In the United States, we have few
waterborne disease outbreaks because the water is very carefully monitored for disease -
causing organisms. Most water providers add a chlorine -based disinfectant to the drinking
water supply to kill existing microorganisms.
WATER SUPPLY
The aquifer beneath the Town of Oro Valley is currently the sole source of water resources
for potable and non -potable uses. Non -potable uses include turf irrigation of golf courses
and parks. The current state of the aquifer is affected by long-term and short-term rates and
distribution of groundwater withdrawals and recharge. Groundwater withdrawals occur at
the active water supply wells owned and operated by the Town and some privately owned
wells. Natural recharge occurs from the infiltration of surface runoff near the mountain
fronts of the Santa Catalina and Tortolita Mountains and the stream beds of the Big Wash,
Canada Del Oro Wash and small washes in the area.
Current water demands supplied by withdrawals of local groundwater resources have
outpaced groundwater recharge, resulting in a local water deficit. It is estimated that the
average annual recharge from the local mountain fronts and stream channels total about
6,000 to 7,000 acre feet less than the amount withdrawn in 2003. Over the past several years,
dry conditions (drought) have persisted with less than normal precipitation and runoff. Not
only has the drought resulted in less recharge, it has caused a greater demand for water,
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which further exacerbates the current deficit. As a result, marked water level declines at
wells have been experienced. Rates of decline over various time periods are provided in
Appendix F. The largest rates of decline have occurred in the central east portions of Oro
Valley's water service area, which has the largest concentration of high capacity wells.
Demand for water in Oro Valley has increased significantly since its incorporation and has
more than doubled within the last ten years. Current demand projections for the year 2030 —
the anticipated build -out date of the service area — approach 17,000 acre feet per year. It is
projected that 19,455 acre feet of water supplies will be available to meet those demands.
Over this period, alternative water resources including effluent and CAP water will
supplement groundwater resources. Appendix F includes figures that illustrate Oro Valley's
current (CY 2003) and future (CY 2030) water demands, along with the available renewable
water resources corresponding to these time frames.
Static groundwater level measurements taken in January of this year indicate an average
decline of 6.0 feet. The individual well measurements range from an increase of 2.1 feet to a
decrease of 11.7 feet. Current system demand coupled with less than average rainfall over
the past four years are large contributors to the falling levels. Detailed information on the
individual wells may be found in Appendix F.
During a routine review of the Oro Valley Water Utility's Assured Water Supply (AWS)
Designation in late 2001, the Arizona Department of Water Resources (ADWR) found that
the Town's service area population had grown much faster than anticipated in 1995.
Concerned that we were approaching our original 10-year population projections several
years early, ADWR recommended the utility apply for re -designation as soon as practical.
Based on this recommendation, the Town proceeded with its AWS application.
In order for the Town to prove the physical availability of water to meet the projected
demands, it had to be demonstrated that sufficient local groundwater resources are physically
available for the proposed water uses for the next 100 years. A hydrology study prepared by
the consulting firm Brown and Caldwell (Assured Water Supply Hydrology Report for the
Oro Valley Water Utility, June 21, 2002) included demand, supply, and calculated physical
availability of groundwater resources for 100 years. Elements of demand include the
compilation of past, current, committed, and projected water demands for the Oro Valley
Water Utility, other major water providers, and other water users within the study area.
Elements of supply include an evaluation of the current hydrogeologic conditions to assess
local groundwater resource availability. Elements of adequacy include analyses to quantify
water level impacts in 100 years.
In July of 2002, the Town submitted the hydrology study and AWS application to ADWR for
review. Following an extensive review process, public notice and appeal process, the
Director for ADWR approved the Town's AWS application and declared that Oro Valley be
designated as having an assured water supply in a Decision and Order (No. 26-400765) dated
June 26, 2003.
l SECURITY
1 The outfall of 9-11 included an amendment to the Safe Drinking Water Act. In 2002, the
Public Health Security and Bioterrorism Preparedness and Response Act was enacted. This
federal mandate requires all public water systems serving more than 3,300 persons to
perform a Vulnerability Assessment (VA) and develop an Emergency Response Plan (ERP)
j that incorporates the vulnerabilities identified by the VA. The VA for the Oro Valley Water
Utility is due as a secure report to the EPA on or before June 30, 2004. Certification that the
ERP is complete and incorporates procedures to be utilized in the event of an intentional
attack on the water system is due to the EPA and ADEQ by December 30, 2004. Security
j team members have been diligent in completing the VA. As of this writing, the VA was
approximately 75% complete and the ERP was approximately 95% complete.
The utility has taken a very proactive stance concerning system and facility security, the VA
and the ERP. Security team members (all Town employees) are certified in the Risk
Assessment Methodology — Sandia Method (RAM-W). The team members have been active
in attending security seminars and classes at state and national levels. Two team members
represent the utility with the Water Information Sharing and Analysis Center (Water ISAC).
Water ISAC is an EPA funded program that provides a secure portal, issues security
bulletins, tracks incidents, and provides information databases for members in the water
industry. Water ISAC is linked to the Office of Homeland Security.
Several distinct vulnerabilities are currently being addressed with funding from the FY 2003-
2004 budget prior to completion of the VA. The foremost is the installation of a hydrant
locking system on all fire hydrants located in the utility's service areas. It is anticipated that
installation of the locking devices by the utility's operations staff will be substantially
complete by June 2004.
Additionally, the operations staff has initiated installation of intrusion sensing devices at
production facilities. By the end of FY 2003-2004, intrusion detection will be incorporated
in 35% of the facilities. It is estimated that all production facilities will have basic intrusion
sensing devices by the end of FY 2004-2005. Other corrective actions determined by the
VA, such as security upgrades, modifications to operational procedures and/or policy
changes to mitigate the identified vulnerabilities, will take longer to implement and should be
complete by the end of FY 2008-2009. Staff has estimated that it could cost up to
$1,000,000 to fully implement all security measures identified in the VA.
UTILITY OPERATIONS
The water utility has implemented several new programs and fine tuned others during this
fiscal year. Most importantly, this work has been done with no increase in the operations and
maintenance budget and no additional personnel.
The production staff is in the process of replacing older well and booster motors with
Premium Efficient motors. Once fully implemented, the utility could save a substantial
amount of money on power costs. During FY 2003-2004, the power costs represented 42%
24
of the total operations and maintenance budget. It is estimated that all motors will be
replaced by the end of FY 2006-2007. It is important to note that motor upgrades performed
this year were facilitated by the use of the utility crane truck authorized by the Mayor and
> Council. Staff has estimated cost savings of $7,000 as a result of performing the work in-
house rather than using an outside contractor.
The distribution staff spent the past year and a half working with a consultant to completely
update the utility's system base maps. Each valve and water main was field verified prior to
being placed on the new maps. The system flushing program and valve and hydrant
maintenance programs are in the process of being updated. Additionally, the distribution
staff initiated a maintenance program for system pressure reducing valves. These units have
been properly repaired and adjusted. The program dictates inspection of all units four times a
year.
Implementation of the Geographic Information System (GIS) program will have a significant
impact on the water utility. The GIS program is a mapping based tool for efficiently
managing local government information. The benefits to the utility are many; however, the
most important is that decisions will be based on information that is complete, accurate and
current. The utility's system base maps will now be updated in-house rather than through the
use of consultants. The GIS water main shutdown analysis application can aid customer
service staff in identifying customers that will need to be notified as a result of water main
breaks. The improved analytical capability of GIS technology will also be used to develop
the utility's master plan updates. The utility will finally be able to take charge of its own
data. Staff will not only know what its assets are, but where they are located. Once the GIS
program is fully implemented, the dependency on outside consultants will be reduced which
will result in a significant cost savings to the utility.
Utility statistics including new meter installations, customer work orders, and water
deliveries for CY 2003 may be found in Appendix I.
CONCLUSION
The Commission presents this annual report for the review and consideration of the Mayor
and Council. The Commission is available to discuss this report in greater detail at a joint
study session or other appropriate forum. The Oro Valley Water Utility Commission is proud
to serve the Town of Oro Valley and the customers of its water utility. Much has been
accomplished in the seventh year of the utility's operation. The Commission extends their
appreciation to the Mayor and Council for their consideration and guidance and looks
forward to their continued direction on issues discussed in this report.
25
APPENDIX A
PREFERRED FINANCIAL SCENARIO
1
7
7
7
PREFERRED FINANCIAL SCENARIO ASSUMPTIONS
Potable Water System:
• Growth is based on 420 new residential customers in all 10 years
• Golf courses will be removed from groundwater as shown:
Stone Canyon July 2005
Vistoso Highlands July 2005
Sun City July 2005
El Conquistador July 2007 (36 holes)
Hilton N/A ( 9 holes)
• Three percent (3%) revenue increases in first 6 years —none thereafter
• Rate increases are effective at the beginning of each fiscal year
• Personnel costs include 1 new FTE in FY 2004-05, FY 2005-06, FY 2008-09 and FY
2011-12
• Personnel costs are increased for Merit & COLA 3% annually
• Operations & maintenance costs increase annually by 2.38%, 2.42%, 2.45% and 2.50%
for the first 4 years and 3% annually thereafter.
• CAP costs increase annually for excess water charges to the CAGRD. These charges
decrease as golf courses are removed from groundwater.
• No additional CAP water right acquisition during the 10 year period.
• Continue to recharge 2500 acre feet of CAP annually.
• New debt is incurred in FY 2006-07 at an interest rate of 6%.
• Bond issuance costs for FY 2006-07 will be amortized over 25 years
• All revenue sources will be used to repay debt.
• There is no increase to the groundwater preservation fee in 10 year projections.
• There is no increase to the potable water impact fee in 10 year projections.
• Debt service does not fall below the required coverage
• The utility does not experience a loss for more than 2 consecutive years.
• The minimum cash balances meet or exceed 15% of cash outlays excluding capital.
• Retained earnings maintain a positive balance.
Reclaimed Water System:
• Reclaimed water base rates are equal to potable water rates and the reclaimed commodity
rate is equal to Tier 1 of the potable water rate.
• Reclaimed water rates will increase simultaneously with the potable water rates
• Assumed a 10% discount in reclaimed commodity rates beginning in FY 2007-08.
• Reclaimed users are assessed the groundwater preservation fee — no projected increases.
• Personnel costs include 2 FTEs over the 10 year period. One hired 3 months prior to
Phase 1 deliveries and one hired 3 months prior to Phase 2 deliveries.
• Power for pumping is based on $35.59 per acre foot and increases by 3% annually.
PREFERRED FINANCIAL SCENARIO ASSUMPTIONS (continued)
Reclaimed water system continued:
• Reclaimed water costs from Tucson start at $331.86 per acre foot — increases by 3%
annually — decreases when more water is taken. (information from Tucson Water)
• Chemicals for disinfection are based on $1.35 per acre foot pumped and increases by 3%
annually.
• Equipment and supplies are 16% of the sum of personnel, power and chemical costs.
• Depreciation is based on Town standards.
• New debt is incurred in FY 2006-07 at a 6% interest rate over 25 years.
• Bond issuance costs for FY 2006-07 are amortized over 25 years.
• All revenue sources will be used to repay debt.
• Alternative water resource development impact fees are not expected to increase over 10
year period.
• Golf courses will begin receiving reclaimed water as shown:
Stone Canyon July 2005
Vistoso Highlands July 2005
Sun City July 2005
El Conquistador July 2007 (36 holes)
Hilton N/A ( 9 holes)
New golf course FY 2012-13
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APPENDIX B
5-YEAR CAPITAL IMPROVEMENTS PLAN
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TABLE FOR MONTHLY CHARGES & PERCENT INCREASE COMPARISON
CUSTOMERS WITH A 5/8 X 3/4" METER
PROPOSED BASE RATE 3% INCREASE IN BASE RATE FROM $12.30 TO $12.65 (INCLUDES 0 GALS)
PROPOSED COMMODITY 3.0% INCREASE IN TIER 1 FROM $1.92 TO $1.98 (0 - 10,000 GALS)
5.0% INCREASE IN TIER 2 FROM $2.55 TO $2.68 (10,001 - 25,000 GALS)
10.0% INCREASE IN TIER 3 FROM $3.25 TO $3.58 (OVER 25,000 GALS)
RS-1 Groundwater Preservation Fee $0.21 per 1,000 gallons - No Proposed Increase
GALLONS
USED
CURRENT
WATER RATE
PROPOSED
WATER RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT
INCREASED
Before GPF
GROUNDWATER
PRESERVATION
FEE
(no increase)
TOTAL
AMOUNT OF
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
12.30
12.65
0.35
2.8%
0.00
12.65
2.8%
1,000
14.22
14.63
0.41
2.9%
0.21
14.84
2.9%
2,000
16.14
16.61
0.47
2.9%
0.42
17.03
2.9%
3,000
18.06
18.59
0.531
2.9%
0.631
19.22
2.9%
4,000
19.98
20.57
0.59
3.0%
0.841
21.41
3.0%
5,000
21.90
22.55
0.65
3.0%
1.051
23.60
3.0%
6,000
23.82
24.53
0.71
3.0%
1.261
25.79
3.0%
7,000
25.74
26.51
0.77
3.0%
1.471
27.98
3.0%
8,000
27.66
28.49
0.83
3.0%
1.681
30.17
3.0%
9,000
29.58
30.47
0.89
3.0%
1.891
32.36
3.0%
10,000
31.50
32.45
0.95
3.0%
2.10
34.55
3.0%
11,000
34.05
35.13
1.08
3.2%
2.31
37.44
3.2%
12,000
36.60
37.81
1.21
3.3%
2.52
40.33
3.3%
13,000
39.15
40.49
1.34
3.4%
2.73
43.22
3.4%
14,000
41.70
43.17
1.47
3.5%
2.94
46.11
3.5%
15,000
44.25
45.85
1.60
3.6%
3.15
49.00
3.6%
16,000
46.80
48.53
1.73
3.7%
3.36
51.89
3.7%
17,000
49.35
51.21
1.86
3.8%
3.57
54.78
3.8%
18,000
51.90
53.89
1.99
3.8%
3.78
57.67
3.8%
19,000
54.45
56.57
2.12
3.9%
3.99
60.56
3.9%
20,000
57.00
59.25
2.25
3.9%
4.20
63.45
3.9%
21,000
59.55
61.93
2.38
4.0%
4.41
66.34
4.0%
22,000
62.10
64.61
2.51
4.0%
4.62
69.23
4.0%
23,000
64.65
67.29
2.64
4.1 %
4.83
72.12
4.1 %
24,000
67.20
69.97
2.77
4.1 %
5.04
75.01
4.1 %
25,000
69.75
72.65
2.90
4.2%
5.25
77.90
4.2%
26,000
73.00
76.23
3.23
4.4%
5.46
81.69
4.4%
27,000
76.25
79.81
3.56
4.7%
5.67
85.48
4.7%
28,000
79.50
83.39
3.89
4.9%
5.88
89.27
4.9%
29,000
82.75
86.97
4.22
5.1 %
6.09
93.06
5.1 %
30,000
86.00
90.55
4.55
5.3%
6.30
96.85
5.3%
31,000
89.25
94.13
4.88
5.5%
6.51
100.64
5.5%
32,000
92.50
97.71
5.21
5.6%
6.72
104.43
5.6%
33,000
95.75
101.29
5.54
5.8%
6.93
108.22
5.8%
34,000
99.00
104.87
5.87
5.9%
7.14
112.01
5.9%
35,000
102.25
108.45
6.20
6.1 %
7.35
115.80
6.1 %
36,000
105.50
112.03
6.53
6.2%
7.56
119.59
6.2%
37,000
108.75
115.61
6.86
6.3%1
7.77
123.38
6.3%
38,000
112.00
119.19
7.19
6.4%
7.98
127.17
6.4%
39,000
1t5.25
122.77
7.52
6.5%
8.19
130.96
6.5%
40,000
118.501
126.351
7.851
6.6%1
8.401
134.751
6.6%
J
= Average Residential Usage
J
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RS-1
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 3/4" x 3/4" METER
BASE RATE = $18.95
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 10,000 GALLONS
TIER 2 = $2.68 FOR 10,001 - 25,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 25,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
18.40
18.95
0.55
3.0%
0.00
18.95
3.0%
10,000
37.60
38.75
1.15
3.1 %
2.10
1.15
3.1 %
25,000
75.85
78.95
3.10
4.1 %
5.25
8.35
4.1 %
40,000
124.60
132.65
8.05
6.5%
8.40
16.45
6.5%
50,000 1
157.10 1
168.45
11.35
7.2%1
10.501
21.85
1 7.2%
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 1" METER
BASE RATE = $31.50
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 16,000 GALLONS
TIER 2 = $2.68 FOR 16,001 - 27,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 27,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
30.60
31.50
0.90
2.9%
0.00
31.50
2.9%
16,000
61.32
63.18
1.86
3.0%
3.36
66.54
3.0%
27,000
89.37
92.66
3.29
3.7%
5.67
98.33
3.7%
38,000
125.12
132.04
6.92
5.5%
7.98
140.02
5.5%
50,000
1 164.12
175.00
1 10.88
6.6%1
10.501
185.50
6.6%
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 1 1/2" METER
BASE RATE = $63.15
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 38,000 GALLONS
TIER 2 = $2.68 FOR 38,001 - 64,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 64,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
61.30
63.15
1.85
3.0%
0.00
63.15
3.0%
38,000
134.26
138.39
4.13
3.1 %
7.98
146.37
3.1 %
64,000
200.56
208.07
7.51
3.7%
13.44
221.51
3.7%
90,000
285.06
301.15
16.09
5.6%
18.90
320.05
5.6%
125,000
1 398.81
426.45
1 27.64
1 6.9%1
26.251
452.70
1 6.9%
RS-1
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 2" METER
BASE RATE = $101.00
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 80,000 GALLONS
TIER 2 = $2.68 FOR 80,001 - 134,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 134,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
98.00
101.00
3.00
3.1 %
0.00
101.00
3.1 %
80,000
251.60
259.40
7.80
3.1 %
16.80
276.20
3.1 %
134,000
389.30
404.12
14.82
3.8%
28.14
432.26
3.8%
275,000
847.55
908.90
61.35
7.2%
57.75
966.65
7.2%
325,000
1,010.05
1,087.90
77.85
7.7%
68.25
1,156.151
7.7%
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 3" METER
BASE RATE = $202.00
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 186,000 GALLONS
TIER 2 = $2.68 FOR 186,001 - 311,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 311,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
196.00
202.00
6.00
3.1 %
0.00
202.00
3.1 %
100,000
388.00
400.00
12.00
3.1 %
21.00
421.00
3.1 %
186,000
553.12
570.28
17.16
3.1 %
39.06
609.34
3.1 %
311,000
871.87
905.28
33.41
3.8%
65.31
970.59
3.8%
450,000
1 1,323.62 1
1,402.90
1 79.28
6.0%
94.50
1,497.40
6.0%
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 4" METER
BASE RATE = $316.00
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 169,000 GALLONS
TIER 2 = $2.68 FOR 169,001 - 283,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 283,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
306.30
316.00
9.70
3.2%
0.00
316.00
3.2%
100,000
498.30
514.00
15.70
3.2%
21.00
535.00
3.2%
169,000
630.78
650.62
19.84
3.1 %
35.49
686.11
3.1 %
283,000
921.48
956.14
34.66
3.8%
59.43
1,015.57
3.8%
350,000
1,139.23
1,196.00
1 56.77
1 5.0%1
73.501
1,269.50
5.0%
RS-1
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 6" METER
BASE RATE = $631.00
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 1,800,000 GALLONS
TIER 2 = $2.68 FOR 1,800,001 - 3,006,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 3,006,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
612.60
631.00
18.40
3.0%
0.00
631.00
3.0%
1,000,000
2,532.60
2,611.00
78.40
3.1%
210.00
2,821.00
3.1%
1,800,000
4,068.60
4,195.00
126.40
3.1%
378.00
4,573.00
3.1%
3,006,000
7,143.90
7,427.08
283.18
4.0%
631.26
8,058.34
4.0%
5,000,000
1 13,624.40
1 14,565.60
1 941.20
6.9%
1050.001
15,615.60
1 6.9%
TABLE FOR MONTHLY CHARGES AND PERCENT INCREASE COMPARISON
FOR CUSTOMERS WITH A 8" METER
BASE RATE = $1,262.00
COMMODITY RATE: TIER 1 = $1.98 FOR 0 - 1,800,000 GALLONS
TIER 2 = $2.68 FOR 1,800,001 - 3,006,000 GALLONS
TIER 3 = $3.58 FOR USAGE OVER 3,006,000 GALLONS
GALLONS
USEDIN
1 MONTH
BILL AT THE
CURRENT
RATE
BILL AT THE
PROPOSED
RATE
AMOUNT OF
INCREASE
Before GPF
PERCENT OF
INCREASE
Before GPF
GROUNDWATER
PRESERVATION
FEE
TOTAL
MONTHLY
BILL
TOTAL
PERCENT
INCREASED
0
1,225.20
1,262.00
36.80
3.0%
0.00
1,262.00
3.0%
1,000,000
3,145.20
3,242.00
96.80
3.1%
210.00
3,452.00
3.1%
1,800,000
4,681.20
4,826.00
144.80
3.1%
378.00
5,204.00
3.1%
3,006,000
7,756.50
8,058.08
301.58
3.9%
631.26
8,689.34
3.9%
5,000,000
1 14,237.00
1 15,196.60
1 959.60
6.7%
1050.001
16,246.60
1 6.7%
GOLF COURSE CONSERVATION RATES TO BECOME EFFECTIVE WHEN USAGE
EXCEEDS THE ARIZONA DEPT. OF WATER RESOURCES ANNUAL ALLOTMENT.
APPENDIX D
SERVICE FEES & CHARGES
SERVICE FEES & CHARGES
RECONNECT FEES
Purpose: To provide the utility a means of recovering labor and material costs related
to performing delinquent account turn off procedures.
Reason: The costs related to delinquent account turn off procedures include staff labor,
printed forms and envelopes, out -source mailing, and postage. The utility's
costs to perform this procedure have increased annually; however, the fee has
not been changed since it was established in 1996.
Fee Description
Current Fee
Proposed Fee
Increase
Reconnect
$ 25.00
$ 40.00
$15.00
Reconnect after hours
$ 50.00
$ 70.00
$ 20.00
Additional: These fees are comparable to those assessed by Metropolitan Water
Improvement District (MDWID) and Tucson Water. MDWID charges $40.00
for reconnection during normal business hours and $75.00 for reconnection
after normal business hours. Tucson Water charges a $30.00 fee if they turn
off the water, $35.00 to reconnect the fee after turn off and a $20.00 courtesy
notification via telephone or a personal trip to the property prior to turn off.
Costs: An itemized breakdown is attached.
RECONNECT FEES — ITEMIZED COST BREAKDOWN
The following are the steps involved with the issuance of delinquent turn-offs and the related
cost to perform each function per customer. This procedure is done twice each month.
• Print Delinquent notices and preparation time (15 min)
$
4.55
Form
$
0.0127
Envelope
$
0.0155
Return Envelope
$
0.0336
Sort for errors or duplicate notices
$
5.83
• Sorting, folding, mailing of notice (out -source costs)
Insert Notice
$
0.008
Insert Return envelope
$
0.015
Fold Notice before insertion
$
0.010
Meter and Seal Envelope
$
0.025
Postage
$
0.327
• Answering calls resulting from delinquent notices sent (4-5min)
$
0.96
• Print Delinquent Notice Report (25 min)
$
5.83
• Underline Delinquent Report for customer calls (20 min)
$
4.46
• Courtesy calls to customers (Avg. 170 calls 2 times each month)
$
1.12
(4-5 min per call)
• Write up pink door hangers (3-4 min)
$
0.90
Stamp meter # on door hanger
Pink Door Hanger form
$
0.112
• Update/marking Delinquent Report & Door Hangers (10 min)
$
2.42
• Arrangements/follow-up with customers (10 min)
$
2.42
• Copy Turn-off list (5 min)
$
1.12
Cost per copy
$
0.0099
• OPS Turn-off: Average 25 min drive time & lock off
$
6.32
IF meter is not buried
• Collection of payment/writing receipt/updating master list (4 min)
$
0.96
• Calling OPS to reconnect service (2 min)
$
0.48
• OPS reconnect service 25 min drive time & unlock
$
6.32
• Delinquent turn-off fee adjustments to customers account (5 min)
$
1.52
• Approval/update to spreadsheet (4 min)
$
1.47
• OPS reconnect service after hours (2 hour minimum pay)
$30.34
Total estimated cost to perform delinquent account turn off — regular hours $47.249
Total estimate cost to perform delinquent account turn off — after hours $71.269
The staff labor costs include actual wage plus 30% benefits. All charges would be
the same for regular hours and after hours reconnection fees except for the OPS
labor. The Town's on -call policy requires a minimum 2 hour pay if called out
after normal working hours.
SERVICE FEES & CHARGES
REVISION
NEW DEVELOPMENT CONSTRUCTION INSPECTION FEES
Purpose: To provide new development contractors a means by which construction
inspection may be conducted at times other than normal working hours.
Reason: Construction inspection is provided by the Water Utility to insure installation
of water system improvements complies with established standards and
procedures and the contract documents. Inspections are conducted during
the normal working hours. Normal working hours are defined as an eight
hour day which corresponds to the industry wide convention at this particular
point in time. Fees are assessed for this service and are identified in the
existing fee schedule.
Occasionally the contractor may request inspection services for other than
normal working hours or during the weekend and/or holidays. When a
request is made, the request will be considered on a case by case basis and
must be approved by the Water Utility Director. Requests may be denied for
any reason.
When a request is approved, the contractor will compensate the Water Utility
for the total amount of time, to include travel time, that an inspector invests in
conducting the inspection. Compensation will be based on the hourly rate the
inspector is paid by the Utility plus a fringe benefit of 30%. These charges
will be in addition to the existing construction inspection fees.
This fee must be paid prior to the project being approved and accepted by the
Utility and water service meters being released. Establishment of this fee is in
keeping with the Town's policy that "development pays for itself'.
n
7
7
7)
7
7
7
7
7
7
7
SERVICE FEES & CHARGES
DOCUMENT REPRODUCTION
Purpose: To provide the utility a means of recovering labor and material costs related to
providing document reproduction.
Reason: The utility receives requests for documents that are considered public records;
however, they are large documents typically prepared by a consultant or a
printing vendor. The utility now has the resources to produce copies of water
improvement plans and should be recovering its cost to provide the service.
For larger, bound documents, the utility must still have the reproduction done
by a consultant or a printing vendor. The utility should also be recovering its
cost to provide these larger documents.
Proposed fee for reproducing water improvement plans:
Sr. Civil
Eng. Tech.
$24.56/Hr.
Paper &
Large
Format Copier
Total
Cost
Proposed
Fee
Cost per sheet
$1.23
$ 0.25
$1.47
$1.50
Proposed fee for reproducing other documents including, but
not limited to, the Potable Water System Master Plan, the
Reclaimed Water System Master Plan and the Annual Report:
Document Reproduction fee is equal to the utility's cost
to have the document reproduced by a consultant or vendor.
Additional: The more traditional requests for public records are referred to the Town
Clerk's Office where fees have already been established.
SERVICE FEES & CHARGES
NEW DEVELOPMENT PLAN REVISION FEES
Purpose: To provide the utility a means of recovering labor costs related to performing
new development plan revision reviews.
Reason: The utility reviews new development plans prior to a developer constructing
water lines for their project. Occasionally the developer wants to change the
plans after they have already been reviewed and approved. When this
occurs, the plans must be reviewed again by the utility to insure conformance
with utility standards. Establishment of the New Development Plan Revision
Fee is in keeping with the Town's policy that "new development pays for
itself."
Sr. Civil
Eng. Tech.
Average Time
To Review
Proposed Fee
One time charge
$ 24.56 / Hr.
35-40 minutes
$15.00
Additional: The fees identified above are for small changes in the plans that do not change
the hydraulics of the system. Plan revisions that significantly change the
hydraulics of the system will require a new hydraulic review and design
review for which existing fees will be charged.
APPENDIX E
ORO VALLEY COMMUNITY GARDEN
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Oro Valley Display Garden
Site Selection:
❖ Vacant area between the library and community development building.
The proposed garden will enhance the appearance of the Town Hall areas
as well as encourage visits to Town Hall for reasons other than Town
business.
Site Usage:
❖ Conservation education, community events, private events.
The garden will serve a dual purpose of education for our residents on the
variety, care and use of Sonoran native plants in landscapes as well as
provide a "peacefal" place to sit, relax or enjoy the views of the Catalina
Mountains. The garden may be used for community events, informal
meetings, school projects and other educational purposes, and may be
reserved for private functions.
List of displays Proposed:
❖ Water harvesting for use in landscape irrigation:
Water catchment systems and cisterns will be installed to harvest rain
water from the roof areas of the library and other Town Hall buildings to
be used as water supply for irrigation.
Sonoran Native plants:
Examples of native grasses, flowers, shrubs, cacti and trees will be
displayed including signage explaining their required care from the time of
planting through maturity. These signs will show the various water
requirements along with planting instructions. References will be made as
to wildlife the plant may attract.
•8 Acceptable other species of desert adaptable plants:
Modified, hybrids and foreign species that do well in our area may also be
displayed in the garden.
:• Turf areas:
Various varieties of turf and decorative grasses will be incorporated into
the garden. The turf species will record and display weekly water usage
comparatively to help educate people on how to choose their type of turf
and planting area wisely.
❖ Small gardens and decorative pot displays:
Distributed through out the garden will be smaller individual sections
displaying various species in a decorative motif. These displays will
combine many varieties of plants in a setting demonstrating how the
different species would look when planted in conjunction with other
plantings. Also, interspersed throughout the garden will be examples of
decorative pot displays.
Viewing platform:
On the east side of the garden will be four "coin operated" telescopes that
will provide spectacular close up views of the Catalina Mountains.
Gathering area:
In the center of the garden will be a plaza area that will consist of benches
and natural groundcover for seating and relaxation. An elevated, terraced
plaza will be located in a prominent location for public and private
functions. The terraces will be planted in vibrant displays of flowers and
shrubbery that will set it off as an area of particular attention. For privacy
and prevention of damage by wildlife, the entire garden area will be ringed
by an attractive fence.
Weather station:
Inside the garden will be a complete weather station that will be accessed
by the Parks Department to supply current weather conditions, evaporation
information and other meteorological data that may be useful and
educational.
❖ Public donation plaques, brick pavers:
Displayed throughout the garden will be commemorative plaques denoting
contributors names, family businesses, etc. that have donated funds,
equipment, labor and/or material toward the completion of the garden. The
gathering plaza and all of the pathways will contain or be bordered by
brick pavers purchased by citizens that have their names or family
members names inscribed on them. A master list will be in place at the
front entrance that will assist visitors in locating their particular brick(s).
Design:
The University of Arizona Landscape Architecture School has offered to
use the garden as a graded class project. All equipment designs, grading
and final design for the building will come through Town staff participants
of various departments, the Oro Valley Water Utility and the Water
Conservation Specialist.
Funding:
Funding for this project will come from private sources in the form of
monetary contributions to a designated conservation account that will be
set up strictly to fund this project. In addition to this we intend to garner
equipment donations, materials, and/or labor and time to complete this
project. Part of the funding will come from the public sector in the form of
grant allocations. Contributions from the Town will come in the form of
staff and equipment time donated by the various departments wishing to
participate.
APPENDIX F
WATER SUPPLY
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APPENDIX I
UTILITY STATISTICS FOR CY 2003
Utility Statistics for Calendar Year 2003
New Meters Installed 524
Services Established 2,605
Services Terminated 2,645
Service Orders Processed:
Meter re -reads
413
Water quality
98
Water pressure
181
Meter replacements
53
Service repairs
65
Leaks
227
Other
179
Total service orders:
1,216
1,216
Total Water Pumped
3,351,312,365 gallons
10,284.80 acre feet
Total Water Delivered
3,133,682,999 gallons
9,616.92 acre feet
Lost & Unaccounted For Water * 200,652,529 gallons
615.8 acre feet
5.99 %
* ADWR allows a maximum of up to 10% to maintain compliance status.
Accounts By User Type
As of December 31, 2003
15,298
■ Construction - 2%
❑ Commercial - 1 %
■ Residential - 95%
■ Irrigation - 2%
■Turf - 0%
Gallons Sold By User Type
January - December 2003
225,561,000
1,889,206,000
'11F '
e22,800,000
153,127,000
1,204,000
Revenue By User Type
January - December 2003
$722,256 $1,162,455 r $224,349
—$473,639
$6,225,694
■ Construction - 2%
❑ Commercial - 5%
■ Residential - 60%
■ Irrigation - 7%
■ Turf - 26%
■ Construction - 3%
❑ Commercial - 6%
■ Residential - 69%
■ Irrigation - 8%
■Turf - 14%
Customers
100%
90%
80%
70%
60
50%
40%
30%
20%
10%
0%
by Meter
As of December
Size
31, 2003
2"
&
User
Type
f —
-
1.5„
r
-
-
<'
4"
3"
■Turf
183
122
1
1
2
4 1
■ Construction
83
28
3
22
■ Irri ation
105
34
64
4
3
❑ Commercial
31
55
33
80
5
2
0 Residential
14,815
184
206
44
46
2
1