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HomeMy WebLinkAboutWater Rates Analysis Report - 9/22/2010TcownufOwoVa ey Water Utility Commission Water Rates Analysis Report ORO VALLEY TOWN COUNCIL Satish Hiremath, Mayor Bill Garner, Vice Mayor Barry Gillaspie, Council Member Joe Homat, Council Member Mary Snider, Council Member Steve Solomon, Council Member Lou Waters, Council Member I TOWN OF ORO VALLEY WATER UTILITY COMMISSION WATER RATES ANALYSIS REPORT SEPTEMBER 22, 2010 ORO VALLEY WATER UTILITY COMMISSION Dave Powell, Chair Richard Davis, Vice Chair John Hoffmann, Commissioner J Robert Milkey, Commissioner Richard Reynolds, Commissioner l Elizabeth Shapiro, Commissioner J Winston Tustison, Commissioner 1 TOWN STAFF Jerene Watson, Town Manager Stacey Lemos, Interim Assistant Town Manager and Finance Director 1 Philip C. Saletta, P.E., Water Utility Director J Shirley Seng, Water Utility Administrator I TABLE OF CONTENTS SECTION TITLE PAGE Index of Appendices i List of Acronyms Executive Summary 1 Introduction 3 Water Use Trends 4 Vacant Homes and/or Disconnected Meters 5 Growth Trends 6 Debt Service Coverage Requirement 7 Enterprise Fund 8 Alternative Water Resources Development Impact Fee Fund 12 Potable Water System Development Impact Fee Fund 14 Preferred Financial Scenario 17 Recommendation on Water Rates, Fees & Charges 19 Other Service Fees and Charges 21 Conclusion 22 Appendices 1! I! INDEX OF APPENDICES Fli FAPPENDIX A. Assumptions for Preferred Financial Scenario A-1 Enterprise Fund A-3 Alternative Water Resources Development Impact Fee Fund A-4 Potable Water System Development Impact Fee Fund B. Preferred Financial Scenario B-1 Enterprise Fund B-3 Alternative Water Resources Development Impact Fee Fund B-4 Potable Water System Development Impact Fee Fund B-5 Summary of all Funds C. Rate Schedules & Tables for Bill Comparisons for Preferred Financial Scenario C-1 Potable Water Rates C-2 Reclaimed Water Rates C-3 Tables for Bill Comparisons by Meter Size D. Rate Schedules for Other Service Fees & Charges D-1 New Service Establishment Fees l D-2 Meter Installation Fees J i LIST OF ACRONYMS LIST OF ACRONYMS USED IN THIS REPORT AF Acre Feet AWRDIF Alternative Water Resources Development Impact Fee AWWA American Water Works Association CAGRD Central Arizona Groundwater Replenishment District CAP Central Arizona Project COLA Cost Of Living Allowance EDU Equivalent Dwelling Unit FY Fiscal Year GPF Groundwater Preservation Fee LTS Long Term Storage O&M Operating and Maintenance PWSDIF Potable Water System Development Impact Fee WIFA Water Infrastructure Finance Authority ii r-, TOWN OF ORO VALLEY n WATER UTILITY COMMISSION WATER RATES ANALYSIS REPORT SEPTEMBER 22, 2010 EXECUTIVE SUMMARY The functions and duties of the Oro Valley Water Utility Commission include reviewing and developing recommendations for water revenue requirements, water rates and fee structures. The Commission annually evaluates staff recommendations based on a rates analysis to l assure the recommendations meet Town policies and bond covenants. The Utility has based its financial analysis on the American Water Works Association (AWWA) Cash Needs Approach. The AWWA is the largest national organization that develops water and wastewater policies, specifications and rate setting guidelines accepted by both government -owned and private water and wastewater utilities worldwide. This Water Rates Analysis Report contains detailed information on the three funds that lI comprise the Oro Valley Water Utility: ➢ Enterprise Fund ➢ Alternative Water Resources Development Impact Fee Fund ➢ Potable Water System Development Impact Fee Fund Each fund is individually analyzed with regard to revenue and revenue requirements. The assumptions used to prepare this report are similar to prior years and include water use trends, vacant homes and/or disconnected meters, growth trends and debt service coverage requirements. All of these will be addressed within this report. J The Water Utility Commission has made a recommendation for a Preferred Financial Scenario. The Preferred Financial Scenario generates the revenue needed to maintain an adequate cash balance of $3.9 million for the Enterprise Fund over the projected five year period. The Preferred Financial Scenario reduces the need for future financing by using available cash for capital projects. In addition to the reduction in debt, close monitoring of J operating expenses and modest rate increases annually allows the Utility to avoid rate shock in future years. The Preferred Financial Scenario also builds the cash balance of the Alternative Water Resources Development Impact Fee Fund over the five year period while continuing to pay off current debt on the reclaimed water delivery system. Building this cash balance will be j important as the Town moves forward with the delivery of Central Arizona Project (CAP) J water. More information on the Preferred Financial Scenario may be found on page 17. -I- The Preferred Financial Scenario includes five year projections for each fund. This allows l the Utility to evaluate the impact of future costs and the revenue sources that will be required to meet those costs. Based on the data contained within the Preferred Financial Scenario, the r Water Utility Commission has made recommendations on water rates and fees that the Utility l could assess in FY 2010-11. Those recommendations are as follows: ➢ No increase in the monthly base rates for potable and reclaimed water use. ➢ No increase in the tiered commodity rates for potable and reclaimed water use. ➢ The water use contained within specific tiers will remain the same for each meter size. ➢ Increase the Groundwater Preservation Fee by $0.20, from $0.75 to $0.95 per 1,000 gallons for potable water use. ➢ Increase the Groundwater Preservation Fee by $0.10, from $0.40 to $0.50 per 1,000 gallons for reclaimed water use. ➢ Increase the existing new service establishment fees to recover labor and material costs. ➢ Increase the existing meter installation fees to recover labor and material costs. This report does not contain an alternate financial scenario. Due to sound fiscal and water resource management, it is projected that the Utility will meet revenue requirements with no proposed water rate increases for the base and commodity rates in FY 2010-11. Reduction of the Utility's outstanding debt has significantly improved the debt service coverage ratio which is a key factor in the water rates analysis. This has been a main driver for water rate increases in the past. Additionally, management of water resources as it relates to recovery wells, long term storage credits and groundwater extinguishment credits has reduced the Utility's obligation to the CAGRD. The substantial savings realized from these actions coupled with budget reductions for both operating costs and capital projects have resulted in no proposed increases for the base and commodity rates for FY 2010-11 and minimal projected water rate increases in future years in the Preferred Financial Scenario. The Commission presents this Water Rates Analysis Report for the review and consideration of the Mayor and Council. The Commission and Water Utility Staff are available to discuss this report in greater detail at the Council's request. A Study Session is scheduled for September 22, 2010. Utility Staff are planning to request Council's approval of a Notice of Intent to increase water rates on October 6, 2010. The Notice of Intent is a statutory requirement that initiates the water rate increase process and establishes a Public Hearing date. Adoption of the Notice of Intent does not approve increases in water rates. Approval of any rate increase would be considered by Town Council at a Public Hearing which is tentatively scheduled for November 17, 2010. The Oro Valley Water Utility Commission is proud to serve the Town of Oro Valley, its citizens and the customers of its water utility. The Commission extends their appreciation to the Mayor and Council for their consideration and guidance and looks forward to their continued direction. dA TOWN OF ORO VALLEY WATER UTILITY COMMISSION WATER RATES ANALYSIS REPORT SEPTEMBER 22, 2010 INTRODUCTION The Oro Valley Water Utility was established in 1996 as a self-supporting enterprise of the Town. The Utility is comprised of three separate funds that have been established for specific purposes. The Funds are as follows: ➢ Enterprise Fund ➢ Alternative Water Resources Development Impact Fee Fund ➢ Potable Water System Development Impact Fee Fund The Enterprise Fund is the operating fund for the Utility. The expenditures managed from this fund include personnel, operations and maintenance for both potable and reclaimed water systems, capital costs for existing potable water system improvements and related debt service. Revenue for this fund includes water sales, service fees and miscellaneous charges and interest income. The Utility does not receive any money from the Town General Fund. The Alternative Water Resources Development Impact Fee Fund was established in 1996 to manage capital expenditures related to alternative water resources including reclaimed water and Central Arizona Project (CAP) water. Expenditures include acquisition of water rights required for growth and capital costs, including debt service, to deliver reclaimed water and CAP water to the Town. Revenue for this fund is received from impact fees collected at the time water meters are purchased and from interest income. Additionally, the Groundwater Preservation Fees, which are collected through the Enterprise Fund, are transferred to the l Alternative Water Resources Development Impact Fee Fund to pay for capital costs and debt service. The Potable Water System Development Impact Fee Fund was established in 1996 to manage capital expenditures related to expansion or growth -related potable water capital projects and related debt service. These projects include wells, pump stations, reservoirs and mains for the potable water system. Revenue for this fund is received from impact fees collected at the time water meters are purchased and from interest income. The revenue and expenditures of all three funds are combined primarily to determine if the Utility meets the debt service coverage requirement established in the Mayor and Council Water Policies and the 2003 Bond Covenants. Otherwise, each fund is independent with regard to revenue and expenses. The revenue from the individual impact fee funds may not be consolidated nor used for any purpose other than for which they were originally -3- established. Each fund is addressed in more detail in the report. Figure 1 illustrates the relationship between the three funds. Figure 1 Enterprise Fund AWRDIF Fund PWSDIF Fund Rev: Water sales, service Rev: AWRDIF impact Rev: PWSDIF impact fees and charges fees & groundwater fees preservation fees Exp: Operating costs, Exp: Alternative water Exp: Growth related existing system capital resources (CAP & potable water capital improvements and reclaimed water), related improvements and debt service capital improvements & related debt service debt service Summary of All Funds The Utility combines all funds to determine the overall debt service coverage ratio required by Town Policy & bond covenants. The assumptions used to prepare this report are similar to prior years and include water use trends, vacant homes and/or disconnected meters, growth trends and debt service coverage requirements. All of these are addressed within this report. WATER USE TRENDS The Utility has experienced an overall reduction in water use, both potable and reclaimed, over the last five years. The chart below illustrates an 11 % reduction in total water use from fiscal year 2005-06 through 2009-10. The reduction in water use may be a result of a combination of occurrences including conservation, reduction in growth, vacant homes and/or disconnected meters and under registering meters. The average single family residential customer with a 5/8 x 3/4-inch water meter reduced their monthly water use to 8,024 gallons, down from 8,093 gallons last year. For the analysis in this report, the average monthly water use for a single family residential customer with a 5/8 x 3/4 inch water meter will be calculated at 8,000 gallons per month. Monthly water use was also reduced in all other customer classifications. Revenue projections for this analysis included this reduction in water use. -4- 5-YEAR WATER USE HISTORY POTABLE R RECLAIMED WATER 3,500,000,000 3,394,664,000 3,400,000,000 3,300,000,000 H 3,161,384,000 3,190,671,000 0 3,200,000,000 - 3,096,242,000 Q 3,100,000,000 .. C7 3,021,806,000': 31000,000,000 2,900,000,000 2,800,000,000 2005-06 2006-07 2007-08 2008-09 2009.10 1%:IN�7►Y r [IJ►� I �I,Y�7►�[11;�]�YK1]►l►f D10I_D117u 18- 31 T.9 7 To better understand declining water use, the Utility's customer base was analyzed. The analysis revealed that 243 meters were disconnected or had the water service turned off and locked as of June 30, 2010. The following is the classification of those meters: ] ➢ Residential 139 ➢ Commercial 11 ➢ Irrigation 82 ➢ Construction 11 J Each account was categorized by user classification and meter size and then analyzed to project if and when the water service would be restored. It was assumed that 10% of all residential meters would be re -activated annually beginning in FY 2010-11. After review, it was determined that all construction meters were homes that were under construction when the water service was disconnected thus it was assumed that 10% of these meters would also be re -activated annually. Analysis of the commercial accounts revealed that it was highly unlikely that any of these meters would be re -activated. Likewise, the majority of irrigation meters were for common areas which are not likely to be re -activated in the near future. l These meters are not being billed; therefore, there has been a negative impact on water sales J revenue. This impact was factored into the 5 year projections as a reduction in water sales and Groundwater Preservation Fees (GPF) revenue. As the meters are projected to be re- activated, the reduction in revenue is minimized proportionate to the number of meters, meter J size, average water use and projected water rates on an annual basis. The following table shows the projected financial impact on an annual basis: 5- Fiscal Year Water Sales Revenue Reduction GPF Revenue Reduction Total Annual Revenue Reduction 2010-11 $212,765 $50,182 $262,947 2011-12 $207,691 $55,464 $263,155 2012-13 $204,636 $52,864 $257,500 2013-14 $202,188 $52,326 $254,514 2014-15 $202,475 $51,709 $254,184 GROWTH TRENDS The Utility's growth rates have decreased significantly over the past several years. The growth projections used for this report were provided by the Town's Finance Director and are consistent with the Town's overall financial planning. The chart below illustrates the Utility's growth rate based on new metered connections over the last 5 years. It is projected that growth rates will stabilize at 75 new metered connections annually from FY 2010-11 through FY 2014-15 which is also consistent with the Town's financial planning. 6- r DEBT SERVICE COVERAGE REQUIREMENTS (� During this water rates analysis process, staff applied the method for calculating the debt service coverage ratio pursuant to Town Financial Policies adopted by the Town Council in 2008. The adopted policy with respect to debt service coverage ratios states the following: i "When utility revenues are pledged as debt service payments, the Town will strive to maintain a 1.3 debt service coverage ratio or the required ratio in the bond indenture rj (whichever is greater) to ensure debt coverage in times of revenue fluctuation." The Water Utility currently pays debt service on a number of outstanding debt issuances and loans. For the Series 2003 Senior Lien Water Revenue Bonds, the 2007 and 2009 Water Infrastructure Finance Authority (WIFA) Loans, water utility revenues are specifically pledged as the repayment source for these obligations at 1.3 times coverage per the Town's adopted financial policy. 1 The remaining outstanding debt obligations of the Water Utility are excise tax pledged rl obligations meaning that the Town's unrestricted sources of sales taxes, fines, permit fees 1 and state shared revenues are pledged as the repayment sources for these bonds in the bond _ indentures. Even though the bond indentures pledge these excise taxes as the repayment source, the Water Utility will continue to be responsible for and budget for these debt service payments at a calculated debt service coverage ratio of 1.0, rather than the 1.3 times coverage. It is important to note that the bond indentures for the excise tax -backed bonds require that the Town's excise tax collections each fiscal year total at least 2.5 times the annual debt service requirements in order to avoid having to fund a debt service reserve fund. These conditions have been met annually in the past and are expected to continue in the future. This methodology of segregating the water utility revenue -pledged debt from the excise tax - pledged debt in the rates analysis process is an accepted practice in the industry and has been -� reviewed by the Town's Finance Director and the Town's financial advisors with Stone and Youngberg. The debt service coverage ratio is determined by dividing the annual net operating revenue by the annual debt service payments. Using the methodology described above is in accordance with the 2008 policy and reduces the amount of the debt service coverage requirement amount. -7- ENTERPRISE FUND REVENUE The Enterprise Fund had a cash balance of $8.4 million at the beginning of FY 2010-11. Enterprise funds may be used for operating costs including personnel, operations and maintenance, capital improvements for the existing potable water system and debt service. The following table provides the Utility's budgeted revenue compared to the actual revenue for FY 2009-10: Revenue Source FY 2009-10 Budgeted FY 2009-10 Actual Difference Over (Under) Water Sales $ 11,502,100 $ 11,672,959 $ 170,859 Service Fees/Charges $ 447,200 $ 525,227 $ 78,027 Interest Income $ 120,000 $ 27,275 ( $ 92,725) Total $ 12,069,300 $ 12,225,461 $ 156,161 The nominal increase in water sales is a result of the rate increase implemented in February 2010. The $78,027 received in excess of the service fees budget is due largely to the increase the Utility received for providing sewer billing services for Pima County Wastewater Reclamation Department. The reduction in interest income is a result of lower interest rates experienced with the downturn in the economy. Revenues projected for FY 2010-11 were based on anticipated annual growth in the customer base of 75 single family residential customers and water consumption patterns similar to FY 2009-10. Analysis of the water use trends for FY 2009-10 indicated the average monthly use for a single family residence with a 5/8 x 3/4 inch water declined from 8,093 gallons to 8,024 gallons per month. For this analysis, 8,000 gallons per month was used to project water sales revenue. This reduction may be a result of increased water conservation by our customers coupled with the number of homes that are currently vacant; and commercial and irrigation meters that have been disconnected. The reductions in water use, along with the vacant and/or disconnected metered accounts, were taken into consideration when projecting future water sales revenue. The following table indicates the amount of water sales revenue that would be realized with the existing rate structure and no water rate increase: FY 2009-10 Actual Water Sales Revenue FY 2010-11 Projected Water Sales Revenue Difference Increase (Decrease) $11,672,959 $11,792,512 $ 119,553 8- The projected revenue increase is a result of billing the same water use as FY 2009-10 at the rate increase that was adopted last year for the full year. The water rate increase in FY 2009- 10 became effective in December 2009 and was implemented with the February billings in 2010. I REVENUE REQUIREMENTS The following table is a comparative summary of operating expenses for the Water Utility n Enterprise Fund. Actual expenses (excluding depreciation and amortization) for FY 2009-10 l are compared to the projected expenses for FY 2010-11 used in the financial analysis: lJ �I I J OVWU Expenditures FY 2009-10 Actual FY 2010-11 Projected Change Increase(Decrease) Personnel $ 2,386,578 $ 2,460,261 $ 73,683 O & M $ 2,995,229 $ 3,304,828 $ 309,599 CAP Allotment $ 154,575 $ 0 ( $ 154,575) CAP Recharge $ 343,273 $ 518,000 $ 174,727 CAGRD $ 1,166,117 $ 806,535 ( $ 359,582) Debt Service $ 5,279,629 $ 3,057,907 ( $ 2,221,722) Subtotal Expenditures $12,325,401 $10,147,531 ( $ 2,177,870) Capital Outlay $ 1,858,535 $ 3,422,197 $ 1,563,662 Total Expenditures $14,183,936 $13,569,728 ($ 614,208) Projected personnel costs do not include any new personnel and there are no merit increases or Cost of Living Allowances (COLA). The projected increase of $73,683 in FY 2010-11 is due to the increase in retirement and insurance benefits for existing personnel. The projected operations and maintenance (O&M) costs include the O&M costs for both the potable water system and the reclaimed water system. The projected increase of $309,599 1 includes the addition of funds to conduct a system -wide water loss audit and additional J reclaimed water purchases now that all golf courses connected to the reclaimed water system are receiving reclaimed water for turf irrigation. The CAP allotment costs have been transferred to the Alternative Water Resource Development Impact Fee Fund where these capital costs will appropriately be paid for with impact fees and groundwater preservation fees. The CAP recharge costs are projected to increase based on an increase in the rates by Central Arizona Project and the elimination of incentive priced water for recharge. In FY 2010-11, the Utility is proposing to recharge 4,000 AF of CAP water. M Although CAGRD costs are included in the O&M budget for the Enterprise Fund, they are l itemized in the table above because of the significant cost of the line item. The Utility is limited in the amount of control it has over these specific costs. The rates are set by the r Central Arizona Groundwater Replenishment District and are assessed on the volume of l excess groundwater pumped and the minimum payment requirements pursuant to our agreement with CAGRD. The projected decrease in costs for the Central Arizona Groundwater Replenishment District (CAGRD) is a result of the reduction in water use and continued management of water and financial resources. The Utility will use Long Term Storage (LTS) credits to offset a portion of the costs charged by the CAGRD through permitted recovery wells. In addition, the recent purchase of groundwater extinguishment credits will help to reduce payment obligations to the CAGRD. There are a number of other annual O&M expenses that the Utility has the least control over and therefore is unable to reduce anticipated expenditures. In addition to the CAP and CAGRD costs, some of the other expenses that the Utility has the least control over include: electrical power for pumping, water quality testing, chemicals for disinfection, potable and reclaimed water purchased from other providers, software maintenance on existing software, regulatory permits, insurance, office lease, services provided by other Town departments and costs directly related to billing. The billing costs include printing of the billing forms, envelopes, postage, outsource vendor for bill insertion and delivery to post office, lockbox and other bank charges for processing payments. Where applicable, the materials and/or services have been bid or quotes have been received to assure the lowest price. The O&M expenses that the Utility has minimal control over include maintenance on production and distribution facilities such as wells, boosters, reservoirs, and water mains. The Utility includes known preventative maintenance costs in the budget as well as contingency funds for unknown repairs and maintenance. The majority of these facilities are underground which allows for unforeseen malfunctions. Additionally, water mains develop leaks that must be repaired immediately. The Utility budgets for these specific items based on historical data; however, it is difficult to predict the exact amount that may be spent in any given year. The O&M expenses that the Utility has the most control over include office supplies, field supplies, memberships and subscriptions, printing, telecommunications, uniforms, rentals, training, conservation education and outside professional services. The Utility reduced the requested budget for these costs in the FY 2010-11 as compared to the FY 2009-10 budget. Projected debt service will decrease for FY 2010-11 as a result of paying off the Series 1999 and 2001 Bonds last year. Additionally, the debt incurred in 2003 for the acquisition of additional CAP water rights was moved from the Enterprise Fund to the Alternative Water Resources Development Impact Fee Fund. The Town's acquisition cost was repayment of past capital costs originally paid by the City of Tucson. As such, the repayment of this debt will be appropriately repaid with impact fees and groundwater preservation fees. -10- I I Debt service payments are established by debt amortization schedules prepared by the Town's Bond Underwriters for all past bond issues. Likewise, WIFA also provides debt amortization schedules that the Utility must adhere to. All debt service payments are pre- defined for any given fiscal year unless funds are available to pay off the debt like the Utility did in 2009. The chart below illustrates the O&M costs with regard to the level of control the Utility has over these costs. OPERATING EXPENSES FY 2010-11 (excluding capital outlay) O&M Most Control $251,016 O&M Minimal 2% Control $965,388 10% Personnel $2,460,261 24% O&M Least Control $3,412,959 -- -- 34% Debt Service _.- $3,067,907 30% ] Projected capital outlay for existing system improvements in FY 2010-11 include equipping 1 replacement well, construction of a replacement booster pump station, water main replacements and twenty percent of a 3-million gallon reservoir. The reservoir is eighty percent expansion related; therefore, that portion will be funded from the Potable Water System Development Impact Fee Fund. Capital outlay also includes the purchase of water 1 meters, security equipment and other minor assets. Projected expenditures in the Enterprise Fund are proposed to be funded with revenue generated from water rates, fees, charges, cash reserves and a loan from WIFA. -11- ALTERNATIVE WATER RESOURCES DEVELOPMENT IMPACT FEE FUND REVENUE The Alternative Water Resources Development Impact Fee Fund (AWRDIF) had a cash balance of $2.1 million at the beginning of FY 2010-11. AWRDIF funds may be used for capital expenditures related to alternative water resources including reclaimed water and CAP water. The revenue sources for the AWRDIF Fund are from impact fees collected when a water meter is purchased and from interest earned on cash balances. The Groundwater Preservation Fees (GPF) collected through the Enterprise Fund are transferred to the AWRDIF Fund to help repay outstanding debt for the reclaimed water delivery system and for future debt on the CAP water delivery system. The following table provides the budgeted revenue for FY 2009-10 compared to the actual revenue for FY 2009-10: Revenue Source FY 2009-10 Budgeted FY 2009-10 Actual Difference Over(Under) Impact Fees $ 557,984 $ 475,973 ( $ 82,011) GPF $ 1,756,000 $ 1,769,142 $ 13,142 Interest Income $ 18,000 $ 6,388 ( $ 11,612) Total Revenue $ 2,331,984 $ 2,251,503 ( $ 80,481 ) The decrease in impact fee revenue occurred as a result of a decrease in the large commercial and irrigation meters that were purchased. The increase in GPF revenue is a result of the rate increase in the GPF that was billed during the last 5 months of the year. Revenues projected for FY 2010-11 were based on anticipated annual growth in the customer base of 75 new connections or 90 Equivalent Dwelling Units (EDUs). An EDU is equivalent to one single family residence with a 5/8 x 3/4 inch meter. For impact fee projections, the Utility converts the estimated new connections to EDUs at a ratio of 1.20 EDUs to 1 new connection based on historical trends. In FY 2009-10 the actual growth rate was 87 EDUs. The following table indicates the amount of impact fee and GPF revenue that would be realized with the current impact fees and with and without a GPF increase: FY 2010-11 Revenue Source FY 2010-11 Revenue Projection Difference Revenue Projection Without GPF With GPF Increase Increase Impact Fees $ 448,380 $ 448,380 $ 0 GPF $ 2,298,285 $ 1,950,673 $ 347,612 Total Revenue $ 2,746,665 $ 2,399,053 $ 347,612 -12- REVENUE REQUIREMENTS The AWRDIF Fund was allocated a portion of the Series 2003 Bond proceeds to finance (, construction for the first phase of the reclaimed water system. The second phase of the l reclaimed water system was financed by a loan through WIFA. j� The acquisition of 3,557 AF of CAP water rights in FY 07-08 will continue to be funded J through the AWRDIF Fund. The final payment on the water rights will be made in December 2011. The costs associated with this acquisition are the capital costs to build the n CAP canal plus interest from inception of the repayment schedule to the date of acquisition l J by the Town. This additional water will be necessary to meet the demands of future n customers and as such will be paid from this Fund. 1 The following table is a comparative summary of expenditures for the AWRDIF Fund. The following table provides the budgeted expenditures for FY 2009-10 compared to the actual rj expenditures for FY 2009-10: `J Expenditures FY 2009-10 Budget FY 2009-10 Actual Change Under(Over) Professional Services $ 273,200 $ 113,768 $ 159,432 Capital Improvements $ 3,000,000 $ 17,291 $ 2,982,709 Debt Service $ 1,700,630 $ 1,772,036 ( $ 71,406) Total $ 4,973,830 $ 1,903,095 $ 3,070,735 I The professional services are expenses incurred for renewable water studies including the j CAP water pilot study for treatment techniques, cost of service study for wheeling CAP J water, alternatives analysis and pipeline routing studies for the future delivery of CAP water. l The capital improvements in FY 2009-10 represent the completion of construction costs for J the second phase of the reclaimed water system. Funds were budgeted in FY 2009-10 to begin land acquisition for CAP infrastructure needs, but these land acquisition plans were put on hold. The debt service is repayment of the portion of the Series 2003 Bonds used to finance phase l 1 of the reclaimed water delivery system and the 2007 WIFA loan used to finance phase 2 of J the reclaimed water delivery system. J Projected expenditures in the AWRDIF Fund are proposed to be funded with revenue generated from impact fees, groundwater preservation fees and interest income. In the table below, actual expenses for FY 2009-10 are compared to the projected expenses for FY 2010-11 used in the financial analysis. 13- Expenditures FY 2009-10 Actual FY 2010-11 Projected Change Increase(Decrease) Professional Services $ 113,768 $ 290,000 $ 176,232 CAP Capital Costs $ 0 $ 154,575 $ 154,575 Capital Improvements $ 17,291 $ 500,000 $ 482,709 Debt Service $ 1,772,036 $ 2,659,385 $ 887,349 Total $ 1,903,095 $ 3,603,960 $ 1,700,865 The Utility's budget for FY 2010-11 included $154,575 for CAP capital costs. In prior years these costs were paid from the Enterprise Fund; however, given that these capital costs are for repayment of the construction of the CAP canal, it is appropriate that they are paid from the AWRDIF Fund. The $500,000 in capital improvements identified above represent a portion of the funds needed to build infrastructure necessary to accomplish the wheeling of CAP water. The balance of the project is anticipated to be completed in FY 2011-12. The increase in debt service is a result of the Utility's plan to pay off the remaining debt of $994,166 owed on the reallocation of 3,557 AF of CAP that occurred in 2007. When the Utility incurs costs related to the CAP treatment and delivery system, it is assumed that the project will be financed through WIFA or the sale of bonds. A partial year of debt service for the project has been included in FY 2014-15 of this report. POTABLE WATER SYSTEM DEVELOPMENT IMPACT FEE FUND REVENUE The Potable Water System Development Impact Fee Fund (PWSDIF) had a cash balance of $9.0 million at the beginning of FY 2010-11. The PWSDIF Fund was allocated a portion of the Series 2003 Bond proceeds to finance construction of growth -related potable water system improvements and the refinancing of the Series 2000 Bond issue. Revisions to the capital improvement plan due to reduced growth have left bond proceeds available to help finance the construction of the scheduled capital improvements for FY 2010-11. In addition to the remaining bond proceeds, cash reserves will also be used for projects in FY 2010-11. It is projected that growth -related improvements after this time will be paid for with cash. The revenue sources for the PWSDIF Fund are from impact fees collected when a water meter is purchased and from interest earned on cash balances. The Town Council adopted new impact fees in 2007. These new fees became effective in September 2007. The following table provides the budgeted revenue compared to the actual revenue for FY 2009- 10: 14- Revenue Source FY 2009-10 Budget FY 2009-10 Actual Difference Over(Under) Impact Fees $ 287,504 $ 293,607 $ 6,103 Interest Income $ 136,000 $ 36,666 ($ 99,334) Total $ 423,504 $ 330,273 ($ 93,231 ) 11 Il Revenues were projected for FY 2010-11 based on anticipated annual growth in the customer base of 75 new connections or 90 EDUs. An EDU is equivalent to one single family I J residence with a 5/8 x 3/4 inch meter. For impact fee projections, the Utility converts the estimated new connections to EDUs at a ratio of 1.20 EDUs to 1 new connection based on historical trends. The following table indicates the amount of impact fee revenue that is projected for FY 2010-11 compared to actual revenue received in FY 2009-10: `J I I FY 2009-10 Actual Revenue FY 2010-11 Projected Revenue Difference Increase(Decrease) $ 293,607 $ 231,030 ($ 62,577) The estimated decrease in impact fee revenue is a result of fewer commercial and irrigation connections projected for FY 2010-11. In FY 2009-10 the actual growth rate was 87 EDUs. REVENUE REQUIREMENTS Growth -related potable water system improvements are managed through the PWSDIF Fund. These improvements include new potable water reservoirs, pump stations, water mains and 1 wells that are required to meet the demands of new customers. The following table is a J comparative summary of expenditures for the PWSDIF Fund and provides the budgeted expenditures compared to the actual expenditures for FY 2009-10: Expenditures FY 2009-10 Budgeted FY 2009-10 Actual Change Under(Over) Capital Improvements $ 1,920,000 $ 0 $ 1,920,000 Debt Service $ 634,021 $ 638,371 ( $ 4,350) Total $ 2,554,021 $ 638,371 $ 1,915,650 IFZ The capital improvements budgeted in FY 2009-10 were not constructed pending acquisition of ingress/egress easements that would be less disruptive to the environment than the existing easements. In the table below, actual expenses for FY 2009-10 are compared to the projected expenses for FY 2010-11 used in the financial analysis. j Expenditures FY 2009-10 Actual FY 2010-11 Projected Change Increase(Decrease) Capital Improvements $ 0 $ 1,685,111 $ 1,685,111 Debt Service $ 638,371 $ 639,671 $ 1,300 Total 1 $ 638,371 $ 2,324,782 $ 1,686,411 The capital improvements for FY 2010-11 include the construction of a 3-million gallon reservoir and related piping. This reservoir is eighty percent expansion related; therefore, eighty percent of the cost of the reservoir will be funded from the PWSDIF Fund. The remaining twenty percent of the costs will be funded from the Enterprise Fund. Projected expenditures in the PWSDIF Fund are proposed to be funded with the remaining Series 2003 bond proceeds and cash reserves generated from impact fees. The debt service payments are pursuant to the repayment schedule provided by the bond underwriters. -16- PREFERRED FINANCIAL SCENARIO Prior to developing financial forecasts, financial considerations were evaluated relating to significant short and long term capital expenditures, the Utility's existing cash reserves, existing outstanding debt, proposed future debt and the related debt service payments. To arrive at a Preferred Financial Scenario, the goals of the Commission were to ensure that all existing rate setting policies were met, cash reserves were utilized to minimize future debt and proposed rate increases would not result in rate shock. In prior years, a key component in the rate setting process was the calculation of the debt service coverage ratio. A 1.3 debt service coverage ratio was established by Council policy with the adoption of Resolution No. (R)05-09. With the implementation of the new methodology to calculate the debt service n coverage ratio, the required debt service coverage ratio is not as difficult to achieve, resulting J in lower rate increases than previously projected. The Water Utility Commission has made a recommendation for a Preferred Financial Scenario. The Preferred Financial Scenario generates the revenue needed to maintain an adequate cash balance in all funds over the projected five year period. Additionally, the Preferred Financial Scenario reduces the amount of future financing by using available cash for capital projects. Coupled with the reduction in financing, modest rate increases annually allow the Utility to avoid rate shock in future years. ' The Preferred Financial Scenario also builds the cash balance of the Alternative Water Resources Development Impact Fee Fund over the five year period while we continue to pay Joff the current debt on the reclaimed water delivery system. Building this cash balance will be important as the Town moves forward with the delivery of CAP water. The following are key assumptions used to develop the financial projections contained in the Preferred Financial Scenario. The entire set of assumptions may be found in Appendix A. ➢ Annual growth is estimated at 75 new connections annually which equates to 90 EDUs annually. -� ➢ Reduction in water use for FY 2010-11 remains constant throughout the 5 year period. ➢ Vacant homes and/or disconnected residential meters will be re -activated at 10% per j year beginning in FY 2010-11. J➢ The Utility will use cash reserves and a WIFA loan to fund existing system capital improvements in FY 2010-11. l ➢ All 18-hole golf courses will be delivered reclaimed water throughout the 5 year Jprojection period. ➢ Debt service for CAP water development begins in FY 2014-15. ➢ Projected operating costs in FY 2010-11 are similar to the Utility's budget. Future years include annual inflation factors after one time expenditures have been deducted. ➢ The Potable Water System Development Impact Fees are not projected to increase within the 5 year projection period. ➢ The Alternative Water Resources Development Impact Fees are not projected to increase within the 5 year projection period. -17- Analysis of the Preferred Financial Scenario indicates that the Enterprise Fund can utilize cash reserves to finance a portion of the proposed existing system capital improvements for FY 2010-11 with $1.3 million financed from a WIFA loan received in 2009. The Preferred Financial Scenario proposes using cash to finance existing system capital improvements for l the remaining four years of the projection period. These financing assumptions result in a slow decline of the Utility's projected cash balance. The projected ending cash balance of the Enterprise fund at the end of the five year analysis period is $3.9 million. The Preferred Financial Scenario includes no increases in the base rates throughout the five year projection period. Commodity rates will increase at varying rates for each tier beginning in FY 2011-12. The operating and maintenance costs for direct delivery of CAP water will be paid through water rates; however, the capital costs to construct the CAP water r delivery system will be funded with revenue derived from Groundwater Preservation Fees and Alternative Water Resources Development Impact Fees. The financial projections detailed in the Preferred Financial Scenario for the AWRDIF Fund include assumptions that the repayment of capital costs for the reallocation of 3,557 AF of CAP water will be funded through the AWRDIF Fund. These payments for the reallocation began in FY 2007-08. Final payment for the reallocation is budgeted for FY 2010-11. Construction of the CAP water delivery system will be managed through the AWRDIF Fund. It is estimated that debt service for this project will begin in FY 2014-15. To help meet the revenue requirements of this Fund, it has been assumed that the Groundwater Preservation Fees will increase annually over the five year projection period. The Alternative Water Resources Development Impact Fees are not projected to increase during the five year period. The financial projections detailed in the Preferred Financial Scenario for the PWSDIF Fund include assumptions for growth related capital improvements as detailed in the Potable Water System Master Plan adopted by the Town Council in 2006. In order to pace water infrastructure construction with new growth demands, some of these projects have been delayed over the last several years resulting from a growth rate slower than projected. As such, there are 2003 bond proceeds remaining to help fund the capital improvements for FY 2010-11. The Potable Water System Development Impact Fees are not projected to increase during the five year period. The projections for the Enterprise Fund, AWRDIF Fund and the PWSDIF Fund were l combined to evaluate the overall debt service coverage at the end of each fiscal year. Analysis indicates that, under the Preferred Financial Scenario, the Utility will meet the debt service coverage requirement established by the Mayor and Council Water Polices and Bond Covenants for all five years. Proformas for the Preferred Financial Scenario may be found in Appendix B. -18- RECOMMENDATION ON WATER RATES, FEES & CHARGES After reviewing the analysis of the three funds and their respective revenue requirements J contained in the Preferred Financial Scenario, the Water Utility Commission is recommending: ➢ Increase the Groundwater Preservation Fee by $0.20, from $0.75 to $0.95 per 1,000 gallons for potable water use. -j ➢ Increase the Groundwater Preservation Fee by $0.10, from $0.40 to $0.50 per 1,000 J gallons for reclaimed water use. ➢ No increase in the monthly base rates for potable or reclaimed water use. j� ➢ No increase the commodity rates for potable or reclaimed water use. J ➢ The water use contained within specific tiers will remain the same for each meter size. I j ➢ No increase in the construction water rate. J ➢ The construction rate for reclaimed water will remain equal to the reclaimed commodity rate. 1 ➢ Increase the existing new service establishment fees to recover labor and material J costs. ➢ Increase the existing meter installation fees to recover labor and material costs. The detailed schedule of the proposed water rates may be found in Appendix C. The following table illustrates the proposed water rate changes for a single family residential customer with a 5/8 x 3/4 inch water meter. Approximately 87% of the customers fall into this category. Other water providers in the region are included for 1 comparison. Water Provider Monthly Base Rate Tier 1 Cost Per 1,000 Gals. Tier 2 Cost Per 1,000 Gals. Tier 3 Cost Per 1,000 Gals. Tier 4 Cost Per 1,000 Gals. Oro Valley Current 14.19 2.20 2.99 4.03 5.38 Oro Valley Proposed 14.19 2.20 2.99 4.03 5.38 Metro Water 15.03 2.35 3.71 4.73 6.35 Marana Water 15.12 2.32 3.24 4.21 5.18 Tucson Water 5.87 2.06 7.71 10.91 14.91 J Oro Valley Water, Tucson Water, Metro Water and Marana no longer include water usage in their base rates. Oro Valley, Metro and Marana all assess their rates on 1,000 gallons. l Tucson Water's commodity rates are assessed on the use of 100 cubic feet which is J equivalent to 748 gallons. To simplify the comparison, the rates for Tucson Water have been converted to represent the charge for 1,000 gallons. The tiered rate structures for Metro, 19- Marana and Oro Valley are similar. A table providing proposed rates for all Oro Valley Water Utility meter sizes may be found in Appendix C. Appendix C also contains tables that calculate the dollar and the percentage increase that a l customer would experience on a monthly bill under the proposed rates. Monthly bill amounts are calculated in 1,000 gallon increments for the 5/8 x 3/4 inch meters and a variety (� of increments for larger meter sizes. For comparison purposes, the following table provides a calculation of a monthly bill amount for a single family residential customer with a 5/8 x 3/4 inch meter for the water utilities surrounding the Oro Valley Water Utility service area. Direct comparison of raw base rates and commodity rates is less effective because of the varying rate structures of each utility. A better comparison is to calculate the cost for specific consumption levels for one month. Please note that these charges only reflect water use fees and specifically exclude taxes, Groundwater Preservation Fees and similar renewable water resource fees charged by other water providers. Water Utility Cost for 8,000 Gallons Cost for 15,000 Gallons Cost for 25,000 Gallons Cost for 40,000 Gallons Oro Valley - Current 32.58 53.51 92.77 164.02 Oro Valley - Proposed 32.58 53.51 92.77 164.02 Metro Water 33.83 55.72 99.96 190.35 Marana Water 33.68 54.52 91.77 164.62 Tucson Water 21.27 57.72 164.06 326.36 The typical single family residential customer averaged 8,024 gallons of water per month during FY 2009-10. As mentioned earlier in this report, for purposes of this analysis, it is assumed that the average single family residential water use is 8,000 gallons per month. Based on this water use, the average residential customer would experience an increase of $1.60 per month. This represents a 4.1% increase all of which is attributed to the increase in the GPF. Each individual customer's increase in their monthly bill will depend on the volume of water they use. Tables that calculate the dollar increase and the percentage increase that a customer would experience on a monthly bill under the proposed rates may be found in Appendix C. The proposed increase in the GPF will help repay the debt on the reclaimed water system, the capital charges associated and debt associated with CAP water and ultimately, repay the debt for the costs to construct the CAP water delivery system. It is proposed that the GPF be increased gradually over a five year period. In keeping with the Town Council's direction in prior years, the reclaimed water customers will pay a reduced rate for the GPF. -20- R 1 n Il I lJ The following table illustrates the financial impact of the proposed rate increases for the five year projection period for an average residential customer using 8,000 gallons of water: Preferred Financial Scenario FY 10-11 FY 11-12 FY 12-13 FY 13-14 FY 14-15 Water Rates 0.0% 0.6% 1.1% 1.3% 1.8% GPF 4.1% 1.8% 0.7% 1.6% 1.4% Total Impact 4.1% 2.4% 1.8% 2.9% 3.2% Monthly Bill $40.18 $41.16 $41.92 $43.15 $44.55 Monthly Increase $1.60 $0.98 $0.76 $1.23 $1.40 IThis report does not contain an alternate financial scenario. Due to sound fiscal and water 7 resource management, it is projected that the Utility will meet revenue requirements with no proposed water rate increases for the base and commodity rates in FY 2010-11. Reduction of the Utility's outstanding debt has significantly improved the debt service coverage ratio which is a key factor in the water rates analysis. This has been a main driver for water rate increases in the past. Additionally, management of water resources as it relates to recovery wells, long term storage credits and groundwater extinguishment credits has reduced the Utility's obligation to the CAGRD. The substantial savings realized from these actions coupled with budget reductions for both operating costs and capital projects have resulted in no proposed increases for the base and commodity rates for FY 2010-11 and minimal Iprojected water rate increases in future years in the Preferred Financial Scenario. OTHER SERVICE FEES & CHARGES l The Preferred Financial Scenarios includes increases in other service fees and charges as J discussed below. The schedules for these proposed increases are included in Appendix D. J NEW SERVICE ESTABLISHMENT FEES New service establishment fees provide the Utility a means of recovering labor and material costs related to performing new service establishment procedures. The costs related to new service establishment procedures include staff labor, printed forms and vehicle costs. It is recommended that the new service establishment fees be increased to recover the costs to Iprovide this service. INE METER INSTALLATION FEES There are currently over 18,450 water meters in the water distribution system. Water meters are the equipment that measure the volume of water used in order to bill each customer for ( l their specific water use. Water sales revenue represents 93% of the total revenue collected l for the Enterprise Fund. The Utility will be using newer meter technology to more accurately measure the water delivered to each customer. Not only will this provide a means to improve I 1 the tracking of water use for regulatory requirements, it will increase the revenue from water sales. The meter installation fees need to be increased to recover the meter and associated material costs. 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. CONCLUSION The Commission presents this Water Rates Analysis Report for the review and consideration of the Mayor and Council. The Commission and Water Utility Staff are available to discuss this report in greater detail at Council's request. A Study Session is scheduled for September 22, 2010. Utility Staff are planning to request Council's approval of a Notice of Intent on October 6, 2010 and approval of any rate increases at a Public Hearing tentatively scheduled for November 17, 2010. The Oro Valley Water Utility Commission is proud to serve the Town of Oro Valley, it citizens and the customers of its water utility. The Commission extends their appreciation to the Mayor and Council for their consideration and guidance and looks forward to their continued direction. -22- APPENDIX A Assumptions for Preferred Financial Scenario A-1 Enterprise Fund A-3 Alternative Water Resources Development Impact Fee Fund A-4 Potable Water System Development Impact Fee Fund FINANCIAL SCENARIO ASSUMPTIONS FOR ENTERPRISE FUND Growth 75 new metered connections for water rates each year for 5 years Growth rates provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley Water Rate Structure 4 Tiers — all usage in each tier to remain the same Base Rate No increase in base rates all 5 years. Commodity Rate Increases FY 10-11 FY 11-12 FY 12-13 FY 13-14 FY 14-15 Tier 1 0 % 1.0% 2.0% 2.0% 3.0 % Tier 2 0 % 1.5% 2.5% 2.5% 3.5% Tier 3 0 % 2.0% 3.0% 3.0% 4.0 % Tier 4 0 % 2.5% 3.5% 3.5% 4.5 % Construction Water Rate $1.00 more than Tier 4 in each year 1 Potable GPF Rates (cost per 1,000 gallons) _f FY 10-11=$0.95, FY 11-12 = $1.05 FY, 12-13 = $1.10 FY 13-14 = $1.20, FY 14-15 = $1.30 1 Reclaimed GPF Rates (cost per 1,000 gallons) i FY 10-11 = $0.50, FY 11-12 = $0.60, FY 12-13 = $0.65 FY 13-14 = $0.70, FY 14-15 = $0.70 Water Use Trends Used similar water use trends as those in FY 09-10. The average monthly water use for a residential customer with a 5/8 x 3/4 inch water meter dropped to 8,024 gallons per month in 1 FY 09-10 from 8,093galions in CY 2008. For this analysis 8,000 gallons were used as the A average monthly water use. Vacant Homes and/or Disconnected Meters There were 243 known vacant home and/or disconnected meters at 6/30/10. The residential J & construction (150) are projected to be re -activated at 10% per year beginning in FY 2010-11. The remaining commercial & irrigation (93) are projected to remain disconnected. Other Revenue Based on FY 10-11 proposed budget. Did not project increases as misc. charges fluctuate. (NSF fees, reconnect fees, sewer billing, stormwater billing, plan review) Beginning Cash Balance Taken from 6/30/10 Balance Sheet of respective funds (MUNIS reports) Interest Income Interest projections were provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley. FY 10-11 = 1.5% and all remaining years are at 1.2%. Al PREFERRED FINANCIAL SCENARIO f ASSUMPTIONS FOR ENTERPRISE FUND (continued) Personnel Costs Based on Utility's proposed budget for FY 10-11. No new employees were added over the 5 year projection period. FY 10=11 does not include any increase. For all remaining years a 2.2% increase per year was added to the prior FY. Potable O&M Based on Utility's proposed budget for FY 10-11 updated with the most recent information; 2.2% per year inflation for all remaining years. Reclaimed O&M Based on Utility's proposed budget for FY 10-11 except lowered the reclaimed water costs based on letter from Tucson Water with revised rate; 2.2% inflation for all remaining years. Additionally, projected a reclaimed water rate increase to $500/AF in FY 12-13 when existing agreement expires. CAP Recharge Costs Based on rate schedule adopted by CAP 6/03/10. Recharge 4,000 AF annually as follows: 2,000 AF with Kai Farms and 2,000 AF with CAWCD at $15/AF CAGRD Costs Based on S. Seng worksheet and rate schedule adopted by CAP 6/03/10. Debt Service P&I debt service for 2003 Excise Tax Bonds taken from amortization schedules provided by Stone &Youngberg (S&Y). P&I debt service for 2003 Sr. Lien Bonds taken from amortization schedules provided by S&Y. P&I debt service for 2005 Excise Tax Bonds taken from amortization schedules provided by S&Y. P&I debt savings for 2007 Excise Tax Bonds taken from schedules provided by S&Y. P&I debt service for 2009 WIFA loan taken from preliminary schedule provided by WIFA using $3,403,000 at 3.171% for 20 years Debt Service Coverage 1.30 coverage ratio for 2003 Sr. Lien Bonds & WIFA Loans 1.00 coverage ratio for all Excise Tax Pledged Bonds Capital Improvements Projects are identified in 5-Year CIP dated 3/26/10 and Potable Water System Master Plan. A2 I. PREFERRED FINANCIAL SCENARIO ASSUMPTIONS FOR AWRDIF FUND I Growth 75 new connections for water rates for all years, 90 EDUs for impact fees (75 x 1.2 = 90) Growth rates provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley AWRD Impact Fees Increased to $4,982 per EDU, Ordinance No. (0) 08-14, effective 12/2/08 Not projected to increase in the five year projection period. 1 J J Revenue Revenue for all years derived from 90 EDUs at $4,982 Potable GPF Rates (cost per 1,000 gallons) FY 10-11=$0.95, FY 11-12 = $1.05 FY, 12-13 = $1.10 FY 13-14 = $1.20, FY 14-15 = $1.30 Reclaimed GPF Rates (cost per 1,000 gallons) FY 10-11 = $0.50, FY 11-12 = $0.60, FY 12-13 = $0.65 FY 13-14 = $0.70, FY 14-15 = $0.70 Beginning Cash Balance Taken from 6/30/10 Balance Sheet of respective funds (MUNIS reports). Interest Income Interest projections were provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley. FY 10-11 = 1.5% and all remaining years are at 1.2%. CAP Capital Costs Based on 10,305 AF at rate schedule adopted by CAP 6/03/10. Debt Service P&I debt service for 2003 Sr. Lien Bonds (reclaimed phase 1) taken from amortization schedules provided by Stone & Youngberg. P&I debt service for 2007 WIFA Loan (reclaimed phase 2) provided by WIFA. Debt service for reallocation of 3,557 AF of CAP water was provided by CAWCD. Debt Service Coverage 1.30 coverage ratio for 2003 Sr. Lien Bonds & WIFA Loans Capital Improvements Capital improvements include infrastructure required for the wheeling of CAP water in FY 10-11 and FY 11-12. No other capital improvement projects have been included in the remaining 3 years. A3 FINANCIAL SCENARIO [ ASSUMPTIONS FOR PWSDIF FUND Growth 75 new connections for water rates for all years, 90 EDUs for impact fees (75 x 1.2 = 90) Growth rates provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley PWSD Impact Fees Increased impact fees to $2,567 per EDU effective 10/01/07, Ordinance No. (0) 07-31. Not projected to increase in the five year projection period. Revenue Revenue derived from 90 EDUs at $2,567 all years Proceeds from Series 2003 bonds are completely used by end of FY 10-11 Beginning Cash Balance Taken from 6/30/10 Balance Sheet of respective funds. (MUNIS reports). Interest Income Interest projections were provided on 7/22/10 by S. Lemos, Finance Director, Town of Oro Valley. FY 10-11 = 1.5% and all remaining years are at 1.2%. Debt Service P&I debt service for 2003 Sr. Lien Bonds (expansion related projects) taken from amortization schedules provided by Stone & Youngberg. No further financing is projected. Debt Service Coverage 1.30 coverage ratio for 2003 Sr. Lien Bonds Capital Improvements Capital projects (growth related) are identified in the Potable Water System Master Plan and the 5-Year CIP dated 3/26/10. A4 [ APPENDIX B Preferred Financial Scenario B-1 Enterprise Fund B-3 Alternative Water Resources Development Impact Fee Fund B-4 Potable Water System Development Impact Fee Fund B-5 Summary of All Funds n � r O N V NNE- V NNm OrN M V OmNm N N NNrrvmsf NNMO OEM A M O V O mmo V N N V r N N N r' r M N O M' O r fc0 If N N a c oOf h Mgoi� 05 oia M v " ad of aim N WON N N O t N N N N•-NrN N v N N Cq O N V No NN M" r r N NNN N A m m LL O W N (V M c N N •- M O" a- N 1 � � H H H H H r N V W O V M A O NO O N N N r V O N M N N N O 0 " aN % ONNNOr- 0�' MOOm Vl V N O N a0 O W 0 C6 V N O N M' M NNpN M.n N V N Nye n) M cq CN_N Q Z W w N M w w U N a M O V f 0 N N N N VC� N O O N N V M N O M r N Q smV� O �' O N V O N N N LL m O gg 6.6 W (O r O N O W M N! 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J = J 0 Z 0 0 z J 7 Z h 0 1� O O h p m O p N N ~ Q N ItLO } W 0000 a x o 0 0 0 00Z C (oio(LO0 r F 0 0 1- N � Z LL O O O O O O Z LL O 0 0 0 0 a UO o `°OLOO 0 0 0 O Z N Q O F _O 0 0 0 0 0 W a 0 0 0 0 O co a w O CD O O a Z o (n o p j y LL N N (- 0 a w w � a 0 W O a a 0 0 0 0 0 w O 0 0 0 0 W W O O O O CL Z W LL N V (O W U O W s w (7 a O 0 0 0 0 0 Wa� rc O o O 0 O 0 O 0 O 0 Uz K $ A a Z 3 LLO w m Z O i z 3 Q — w o v v v v v = �LOLOLOLq F- (Wi) W a) 0) m 0>0i p 0 0 0 0 0 a r r r r r N M J X N C0 m a W v (n It Lq v (n v (n v uO F Z W Oi of of Oi Oi W O O O O O Q N C1 J U N Cl) m O m o 0 0 C Z= 0 0 0 0 OJ p z 0 0 0 0 m O LLS N C-8 APPENDIX D Rate Schedules Other Service Fees & Charges D-1 New Service Establishment Fees D-2 Meter Installation Fees I I SERVICE FEES AND CHARGES Meter Installation Fees Purpose: To provide the Utility a means of recovering labor and material costs related to installing water meters. Costs: The costs related to installing water meters include staff labor, water meters and travel. Refer to page D-3 for an itemized decription of all costs. Due to increased costs to perform this service, it is recommended that the Meter Installation Fees increase as shown: Proposed Meter Installation Fees Meter Size Meter Type Current Fees Proposed Fees 5/8 x 3/4 standard $ 247.00 $ 296.00 3/4 x 3/4 standard $ 251.00 $ 296.00 1 standard $ 319.00 $ 370.00 1.5 irrigation (turbo) T2 $ 750.00 $ 1,105.00 1.5 high use (compound) C2 $ 1,000.00 $ 1,568.00 2 irrigation (turbo) T2 $ 1,258.00 $ 1,280.00 2 high use (compound) C2 $ 1,760.00 $ 1,795.00 3 irrigation (turbo) $ 1,530.00 $ 1,575.00 3 high use (compound) $ 2,200.00 $ 2,224.00 4 irrigation (turbo) $ 2,838.00 $ 2,868.00 4 high use (compound) $ 3,537.00 $ 3,758.00 6 irrigation (turbo) $ 4,662.00 $ 5,093.00 6 high use (compound) $ 6,360.00 $ 6,452.00 8 irrigation (turbo) $ 6,473.00 $ 7,635.00 1 i _J Meter installation fees are paid by developers at the time a new meter is purchased. Meter installation fees are subject to 9.1% sales tax. j The proposed fees include the cost of meter plus labor costs to install. D-2 Oro Valley Water Utility Meter Installation Costs Meter Size Meter Type Meter AMR Equip. 5/8 x 3/4 standard Ferl $ 122.25 $ 155.00 3/4 x 3/4 standard Part $ 122.25 $ 155.00 1 standard Werl $ 190.00 $ 155.00 1.5 irrigation (turbo) Omni T2 $ 850.00 $ 155.00 1.5 high use (compound) Omni C2 $1,313.00 $ 155.00 2 standard 2 irrigation (turbo) Omni T2 $ 1,000.00 $ 155.00 2 high use (compound) Omni C2 $1,515.00 $ 155.00 3 irrigation (turbo) Omni T2 $ 1,270.00 $ 155.00 3 high use (compound) Omni C2 $1,919.00 $ 155.00 4 irrigation (turbo) Omni T2 $ 2,443.00 $ 155.00 4 high use (compound) Omni C2 $ 3,333.00 $ 155.00 6 irrigation (turbo) Omni T2 $ 4,398.00 $ 155.00 6 high use (compound) Omni C2 $ 5,757.00 $ 155.00 8 irrigation (turbo) $ 6,760.00 $ 155.00 Total Labor Total Total Meter Personnel Hours to Cost Labor Labor & Costs Required Install Per Hour Costs Materials $ 277.25 1 0.75 $ 25.00 $ 18.75 $ 296.00 $ 277.25 1 0.75 $ 25.00 $ 18.75 $ 296.00 $ 345.00 1 1.00 $ 25.00 $ 25.00 $ 370.00 $1,005.00 2 2.00 $ 25.00 $ 100.00 $ 1,105.00 $1,468.00 2 2.00 $ 25.00 $ 100.00 $ 1,568.00 will discontinue use of this type of meter $1,155.00 2 2.50 $ 25.00 $ 125.00 $ 1,280.00 $1,670.00 2 2.50 $ 25.00 $ 125.00 $ 1,795.00 $1,425.00 2 2.50 $ 30.00 $ 150.00 $ 1,575.00 $ 2,074.00 2 2.50 $ 30.00 $ 150.00 $ 2,224.00 $ 2,598.00 3 3.00 $ 30.00 $ 270.00 $ 2,868.00 $ 3,488.00 3 3.00 $ 30.00 $ 270.00 $ 3,758.00 $4,553.00 4 4.50 $ 30.00 $ 540.00 $ 5,093.00 $ 5,912.00 4 4.50 $ 30.00 $ 540.00 $ 6,452.00 $6,915.00 4 6.00 $ 30.00 $ 720.00 $ 7,635.00 I Assumptions: Sensus Meter & AMR equipment costs quoted by Dana Kepner. Average meter reader labor is $21.53 per hour including 30% benefits. Rounded labor costs to $25.00 per hour to include costs for gasoline, uniforms, phones, & administration. Average distribution labor is $27.50 per hour including 30% benefits. Rounded labor costs to $30.00 per hour to include costs for gasoline, uniforms, phones, & administration. i Use of Ferl meters for 5/8, 314 and 1-inch are proposed because of the following reasons: iPerl meters meansure flow as low as .03 gpm and up to 25 gpm (for 5/8-inch) The current meters being used measure flow from .25 gpm and up to 20 gpm The iPerl meter contain no moving parts & have a 20-year life The current meters being used contain moving parts & have a 10-year life j Use of Omni meters for 1.5 and 2-inch meters are proposed because of the following reasons: C2 meters measure flow as low as .5 gpm and up to 200 gpm The current meters being used measure flow from 2 gpm to 200 gpm j T2 meters measure flow as low as 1.25 gpm up to 200 gpm (1.5-inch) The current meters being used measure flow from 4 gpm to 120 gpm J T2 meters measure flow as low as 1.5 gpm up to 200 gpm (2-inch) The current meters being used measure flow from 4 gpm to 160 gpm I Additionally C2 & T2 meters can be tested without removing the meter and has data logging capability to record up to 31 days of of water use on an hourly basis. D-3