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2018/01/30 Water/Wastewater Issues Committee Agenda Packet CITY OF ROHNERT PARK WATER/WASTEWATER ISSUES COMMITTEE MEETING AGENDA Tuesday, January 30, 2018 10:30 a.m. – 11:30 a.m. MEETING LOCATION: City Hall- Council Chamber 130 Avram Avenue, Rohnert Park, CA 94928 PUBLIC COMMENTS: For public comment on items listed or not listed on the agenda, or on agenda items if unable to speak at the scheduled time. If you wish to speak regarding a scheduled agenda item, you may do so upon recognition from the Chairperson. After receiving recognition from the Chairperson, please walk to the rostrum located in the front and center of the room and state your name and address for the record before making your presentation. ANNOUNCEMENT: Please turn off all pagers, cellular telephones and all other communication devices upon entering the meeting room. Thank you for your cooperation. 1. Call to Order Committee Members: Gina Belforte, Councilmember Jake Mackenzie, Councilmember Staff Members: Darrin Jenkins, City Manager Betsy Howze, Director of Finance Mary Grace Pawson, Director of Development Services John McArthur, Director of Public Works & Community Services 2. Public Comments Persons wishing to address the Committee on any item or on City business not listed on the Agenda may do so at this time upon recognition from the Chairperson. 3. Sewer Fund Financial Plan 4. Staff Updates 5. Schedule Next Meeting 6. Adjournment DISABLED ACCOMMODATIONS: If you have a disability which requires an interpreter or other person to assist you while attending this meeting, please contact the City Offices at (707) 588-2227 at least 72 hours prior to the meeting to insure arrangements for accommodation by the City. Please make sure City Administration staff is notified as soon as possible if you have a visual impairment that requires the meeting materials be produced in another format (Braille, audio -tape, etc.). CERTIFICATION OF POSTING OF AGENDA I, Caitlin Saldanha, Deputy City Clerk of the City of Rohnert Park, declare that the foregoing agenda for the January 30, 2018, meeting of the Water/Wastewater Committee was posted and available for review on January 25, 2018, at Rohnert Park City Hall, Community Center, Public Safety Main Building, and Public Library. The agenda is also available o n the City web site at www.rpcity.org. Executed this 25th of January, 2018, in Rohnert Park, California. /s/ Caitlin Saldanha, Deputy City Clerk 1 RRRRRR 1 City of Rohnert Park Water/Wastewater Issues Standing Committee Sewer Rate Study January 30, 2018 The Reed Group, Inc. RRRRRR 2 Study Setting Ø First sewer rate study update since 2011 l Sewer rates last adjusted in January 2015 Ø Financial condition of sewer utility: l Sewer rate revenues have been affected by recent drought l Subregional costs represent about 75% of City’s O&M expenses •Uncertainty regarding future subregional costs l Healthy balance in sewer operation fund l Increased rate-based funding needed for capital improvement program 2 RRRRRR 3 Current Sewer Rates Current (1) Single Family Residential (2) Monthly Base Charge 9.40$ Flow Charge ($/gal.) (3)0.01094$ Multi-Family and Non-Residential Customers Monthly Base Charge Up to 3/4" meter 25.30$ 1" meter 38.71$ 1 1/2" meter 71.96$ 2" meter 112.01$ 3" meter 205.54$ 4" meter 339.12$ 6" meter 672.77$ 8" meter 1,073.32$ Flow Charge ($/gal.) (3) Multi-Family Residential 0.01094$ Non-Residential Low Strength 0.01142$ Medium Strength 0.01533$ High Strength 0.02308$ Notes: (1) Effective January 1, 2015 per Ordinance 837. (2) Individual dwelling units with individual city-owned meters shall be categorized as single family residential customers. Multi-family units with master meters shall be charged as multi-family residential. (3) Flow charges are determined based on gallons of flow. For residential customers, sewer flow is based on the lower of actual monthly water use or the average water use during the prior December-February period. Non-residential sewer flow is estimated to be equal to monthly water usage. RRRRRR 4 Financial Plan Model SEWER DEBT SERVICE FUND (233) Debt. Service Sewer Rates SEWER OPERATING FUND (510) O & M Expenses Other Operating Revenue Subregional Expenses Oper. Reserve & Rate Stab. Rsrv. Captial Preservation Charge (1) SEWER CAPITAL FUND (540) Preservation Projects Notes: (1) Proposed new charge. 3 RRRRRR 5 Reserve Policy Recommendations Ø Establish and maintain on operating reserve in the sewer operating fund with a minimum balance of 50% of annual O&M expenses, including debt service Ø Establish and maintain a rate stabilization reserve, as permitted by bond documents, with a target balance of $1.5 million Ø Maintain a sewer capital fund balance sufficient to adequately fund the capital improvement program RRRRRR 6 FY 17-18 Revenues and Expenses $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Revenues Expenses Sewer Rate Revenues Other Oper. Revenue Subregional Costs Other O&M Costs Debt Service Preservation Projects Unfunded Preserv. Proj. 4 RRRRRR 7 Capital Preservation Projects $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 FY 17- 18 FY 18- 19 FY 19- 20 FY 20- 21 FY 21- 22 FY 22- 23 FY 23- 24 FY 24- 25 FY 25- 26 FY 26- 27 RRRRRR 8 Recommended Financial Strategy Ø Annually adjustment general sewer rates by 3 percent per year Ø Adopt and gradually implement a monthly capital preservation charge l Similar to charge adopted for water utility in 2017 Ø Adopt reserve policy recommendations 5 RRRRRR 9 Operating Fund Summary $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 FY 1 6 - 1 7 FY 1 7 - 1 8 FY 1 8 - 1 9 FY 1 9 - 2 0 FY 2 0 - 2 1 FY 2 1 - 2 2 FY 2 2 - 2 3 FY 2 3 - 2 4 FY 2 4 - 2 5 FY 2 5 - 2 6 FY 2 6 - 2 7 Subregional Expenses Collect. Syst. O&M Debt Service Capital Program Transfers Operating Revenues Rate Stabilization Reserve Min. Target Oper. Reserve Year-End Oper. Fund Bal. RRRRRR 10 Capital Fund Summary $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 FY 1 6 - 1 7 FY 1 7 - 1 8 FY 1 8 - 1 9 FY 1 9 - 2 0 FY 2 0 - 2 1 FY 2 1 - 2 2 FY 2 2 - 2 3 FY 2 3 - 2 4 FY 2 4 - 2 5 FY 2 5 - 2 6 FY 2 6 - 2 7 Preservation Projects Capital Preservation Charges Operating Fund Trans. to CIP Year-End Capital Fund Bal. 6 RRRRRR 11 Rate-Setting Objectives Ø Meet revenue needs of the utility Ø Comply with legal requirements for cost of service and proportionality Ø Maintain simple structure that is easy to understand, and is fair to customers Ø Improve financial stability RRRRRR 12 Proposed Sewer Rates Current (1)July 2018 July 2019 July 2020 July 2021 July 2022 Single Family Residential (2) Monthly Base Charge 9.40$ 9.72$ 10.01$ 10.31$ 10.62$ 10.94$ Flow Charge ($/gal.) (3)0.01094$ 0.01110$ 0.01143$ 0.01177$ 0.01212$ 0.01248$ Sewer Only Flat Rate ($/mo.)52.31$ 53.88$ 55.50$ 57.17$ 58.89$ Multi-Family and Non-Residential Customers Monthly Base Charge Up to 3/4" meter 25.30$ 29.45$ 30.33$ 31.24$ 32.18$ 33.15$ 1" meter 38.71$ 44.89$ 46.24$ 47.63$ 49.06$ 50.53$ 1 1/2" meter 71.96$ 83.14$ 85.63$ 88.20$ 90.85$ 93.58$ 2" meter 112.01$ 129.22$ 133.10$ 137.09$ 141.20$ 145.44$ 3" meter 205.54$ 236.83$ 243.93$ 251.25$ 258.79$ 266.55$ 4" meter 339.12$ 390.52$ 402.24$ 414.31$ 426.74$ 439.54$ 6" meter 672.77$ 774.39$ 797.62$ 821.55$ 846.20$ 871.59$ 8" meter 1,073.32$ 1,235.23$ 1,272.29$ 1,310.46$ 1,349.77$ 1,390.26$ Flow Charge ($/gal.) (3) Multi-Family Residential 0.01094$ 0.01110$ 0.01143$ 0.01177$ 0.01212$ 0.01248$ Non-Residential Low Strength 0.01142$ 0.01162$ 0.01197$ 0.01233$ 0.01270$ 0.01308$ Medium Strength 0.01533$ 0.01579$ 0.01626$ 0.01675$ 0.01725$ 0.01777$ High Strength 0.02308$ 0.02408$ 0.02480$ 0.02554$ 0.02631$ 0.02710$ Notes: (1) Effective January 1, 2015 per Ordinance 837. (2) Individual dwelling units with individual city-owned meters shall be categorized as single family residential customers. Multi-family units with master meters shall be charged as multi-family residential. (3) Flow charges will be determined based on gallons of flow, rather than rounded to 1,000 gallon increments. 7 RRRRRR 13 Capital Preservation Charge Ø Create a new monthly charge to provide revenue for capital preservation projects l Gradually implement the charge over 5-years l Direct revenue to sewer capital fund for preservation projects, debt service, and repair/maintenance needs July 2018 July 2019 July 2020 July 2021 July 2022 Single Family Residential (2) Monthly Capital Preserv. Charge ($/DU)2.00$ 4.00$ 6.00$ 8.00$ 10.00$ Multi-Family and Non-Residential Customers Monthly Capital Preservation Charge Up to 3/4" meter 5.00$ 10.00$ 15.00$ 20.00$ 25.00$ 1" meter 8.30$ 16.70$ 25.00$ 33.30$ 41.70$ 1 1/2" meter 16.70$ 33.30$ 50.00$ 66.70$ 83.30$ 2" meter 26.70$ 53.30$ 80.00$ 106.70$ 133.30$ 3" meter 50.00$ 100.00$ 150.00$ 200.00$ 250.00$ 4" meter 83.30$ 166.70$ 250.00$ 333.30$ 416.70$ 6" meter 166.70$ 333.30$ 500.00$ 666.70$ 833.30$ 8" meter 266.70$ 533.30$ 800.00$ 1,066.70$ 1,333.30$ RRRRRR 14 Typical Single Family Sewer Bills (Based on 4,000 gal/mo) Ø Monthly sewer bill amounts, including capital preservation charges l Current rates $53.16 l July 2018 $56.12 l July 2019 $59.73 l July 2020 $63.39 l July 2021 $67.10 l July 2022 $70.86 8 RRRRRR 15 Comparison with Neighboring Cities (Single family home and 4,000 gal/mo) $- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 No v a t o S a n i t a r y D i s t r i c t ( N o v a t o ) Cit y o f R o h n e r t P a r k - C U R R E N T Cit y o f R o h n e r t P a r k - P R O P O S E D ( 2 ) Cit y o f S e b a s t o p o l Cit y o f C o t a t i To w n o f W i n d s o r Cit y o f P e t a l u m a Cit y o f S a n t a R o s a Cit y o f H e a l d s b u r g Mo n t h l y S e w r B i l l RRRRRR 16 Recommended Sewer Rate Actions Ø Adopt 5-year sewer rate plan l Adjust rate schedule in July 2018 to reflect updated cost of service analysis l Adjust general sewer rates by 3 percent per year each July through 2022 l Implement monthly capital preservation charges •Gradually phase-in over a 5-year period