Loading...
2009-R-12 RESOLUTION NO. 2009-R-12 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EDGEWATER, VOLUSIA COUNTY, FLORIDA, ADOPTING A WATER SYSTEM BUSINESS PLAN AS REQUIRED BY THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION, AND PROVIDING AN EFFECTIVE DATE. BE IT RESOLVED BY THE CITY COUNCIL OF EDGEWATER, FLORIDA: WHEREAS, the City of Edgewater remains committed to the improvement of its water storage and pump station improvement project to serve its present and future customers; and WHEREAS, the City of Edgewater will submit applications to the Florida Department of Environmental Protection for the State Revolving Fund Loan Program for the construction of water storage and pump station improvement project; and WHEREAS, the Florida Department of Environmental Protection requires a public hearing in conjunction with the adoption of a Water System Business Plan ("Business Plan"); and WHEREAS, the City Council of the City of Edgewater has held such public hearing on June 15,2009; and WHEREAS, the City Council agrees with the findings contained in the Business Plan for the Southeast Water Storage and Pump Station; and WHEREAS, there does not appear to be significant public objection to the Business Plan as presented at the public hearing. NOW, THEREFORE, be it resolved by the City Council of the City of Edgewater, Florida. Section 1. The City Council hereby adopts the Water System Business Plan, dated May 2009, which is attached hereto and incorporated herein by reference. A copy of the Water System Business Plan is on file in the Office of the City Clerk. Section 2. This resolution shall take effect immediately upon its adoption. resolution 2009-R-12 Page 1 of2 After a Motion by JbmJli IUJNY\(U1 I{.hm 01\ . the vote on this Resolution was as follows: with Second by Count'.il (YlM f.oopa-- AYE NAY Mayor Michael Thomas Councilwoman Debra J. Rogers Councilwoman Gigi Bennington Councilwoman Harriet E. Rhodes Councilman Ted Cooper x . G-bsent x "l- X PASSED AND DULY ADOPTED this 15th day of June 2009. ~~)Q.\t\O~ Bonnie A. Wenzel City. Clerk LORIDA ATTEST: / . ( r .~~ 1''' ..~ !I :;~' . " - - I .,.,. ". '. -" ,t, ,,- , .,' ~~rlr1) Robin L. Mafusick Paralegal For the use and reliance only by the City of Edgewater, Florida. Approved as to form and Legality by: Carolyn S. Ansay, Esquire City Attorney Doran, Wolfe, Ansay & Kundid Approved by the City Council of the City of Edgewater at a meeting held on this 15th day of June,_2009 under Agenda item No. 2g resolution 2009-R-12 Page 2 of2 \ ~r'_ 1 DRINKING WATER STATE REVOLVING FUND BUSINESS PLAN Sponsor Name: DWSRF Project #: City of Edgewater DW64051 PWS ID#: Contact Person and Title: Tracey Barlow, City Manager Mailing Address: 104 North Riverside Drive City: Contact for Finance Plan (if different): Brad T. Blais, P.E. Mailing Address: P.O. Drawer 290247 City: e-mail: bblais(a)qlha.com Edgewater Telephone: System Population: 3640331 5,345 Telephone: State: FL State: Fax: 386-761-3977 Port Orange Source Type: ~ Ground Water o Surface Water o o Purchase Water Surface/Ground Combined 386-424-2400, ext. 1202 Zip: 32132 386-761-6810 FL Zip: 32129 The Drinking Water State Revolving Fund Program (DWSRF), authorized by the 1996 amendments to the Safe Drinking Water Act, provides financial assistance to public water systems (PWS). To obtain this assistance, project sponsors must demonstrate Capacity Development or demonstrate how the assistance will ensure these requirements are met. The term Capacity Development takes into consideration three vital areas of a public water system: Technical, Managerial, and Financial capabilities. FINANCIAL A financial capability demonstration (and certification) is required well before the evaluation of the actual loan or grant application. This demonstration is necessary to ensure that the system has the financial capability to repay the loan, if applicable, and to adequately operate and maintain the system. Financial capability also includes funding future capital improvements that may be required. Please see Rule 62-552.700(4) in Chapter 62-552, F.A.C. for further details. It is expected that the revenues to be dedicated to repaying a loan will be generated either from water and sewer utility operations or from water utility operations alone. If the source of revenues will not be from such enterprises, this set of worksheets alone will not satisfy the Department's needs. (Please contact the Department for further guidance if dedicated revenues will be generated externally to such utilities.) The following worksheets have been developed to identify the minimum information needed. The completed worksheets should be used in disclosing DWSRF project financing to the public during the required dedicated revenue hearing. The worksheets can serve to identify the impacts of the SRF project on residential users and how the project fits into the project sponsor's overall capital improvement program for the water and sewer utility (or water utility, as appropriate). Supplemental capital financing documentation may be submitted with these worksheets and may be presented at the required dedicated revenue hearing. The revenues being dedicated to repayment of the DWSRF loan are: What is the frequency of water system billing? How often are system rates reviewed for adequacy? When was the last time rates were reviewed? What resources and guidance does the water system use for setting water user rates, fees or charges? What is your water system bond rating? Is a rate increase necessary as a result of this project? What is the Median Household Income (MHI) for the entire system? general revenues of the water and sewer system monthly annually September 22, 2008 rate studies, A WW A guidance AAA no $30,608 Which, ifany, of the following activities must be undertaken to implement the DWSRF project? Acquire privately held land? Yes Acquire land held by another public water system entity? Yes Enter into inter-local or inter-project sponsoring agency's agreements? Yes Does the system have an annual budget with a separate reserve account for equipment Yes replacement and/or capital improvement? Does the system have a capital improvement plan? How many years does it cover? ~ Yes Does the system have a governing board of directors? Yes EW49 SE Water Storage & PS o No o No o No rgJ No rgJ No rgJ No ~ ~ ~ o o o ''r- ... ~- - t Does the water system employ the services of a professional engineer? Are there procedures for billing and collection? Does the system have audited financial statements? Are there standard purchasing procedures that provide controls over expenditures? What year will construction be completed and repayments begin (for the first project)? What is the estimated cost of your SRF project? Yes ~ No D Yes ~ No D Yes ~ No D Yes ~ No D 2012 $2,287,000 Please attach a copy of the user charge ordinance. Table 1 WATER RATE REVENUE SUMMARY LAST YR. YEAR 1 YEAR 2 YEAR 3 SRF Project (Current Year) 2007 2008 2009 2010 2011 1. Number of Residential Customers 10,378 10,437 10,487 10,592 10,698 2. Number of New Residential Service 59 59 50 105 106 Connections 3. Annual Residential Water Sales 646,945,000 631,849,000 614,424,000 620,568,240 626,773,922 (Gallons) Avg Daily Residential Usage (Gal/day) 4. (Line 3 divided by line 1 divided by 170.79 165.86 160.52 160.52 160.52 365) 5. Annual Residential Water Sales ($) 3,011,007 3,143,996 3,980,483 4,219,312 4,472,470 6. Average Annual Residential Bill (line 5 290.14 301.24 379.56 398.34 418.07 divided by line 1) 7. Annual Residential Bill Amount 154,836 161,675 230,483 244,312 258,970 Uncollected 8. Total Residcntial Rates Collected (Line 2,856,171 2,982,321 3,750,000 3,975,000 4,213,500 5 minus line 7) 9. Impact and Connection Fees per varies vanes vanes vanes Varies Residcntial Service 10. Total Residcntial Impact and 167,798 104,897 82,118 87,045 92,268 Connection Fees (Line 2 times line 9) 11. Number of Commercial Customers unknown unknown unknown unknown unknown 12. Number of New Commercial Service Connections 13. Annual Commercial Water Sales (Gallons) 14. Annual Commercial Water Sales ($) 15. Annual Commercial Bill Amount Uncollected 16. Total CommerciallIndustrial Bills Collected (Line 14 minus line 15) 17. Impact and Connection Fees for Commercial Service 18. Total Commercial Impact and Connection Fees (Line 12 times line 17) 19. Bulk Water Sales 20. Total Projected Water Revenue (Line 3,023,969 3,087,218 3,832,118 4,062,045 4,305,768 8+10+16+18+19) * Large meters should be checked annually for accuracy. EW49 SE Water Storage & PS ',; , l Instructions for Completing Table 1 Identify the source of the above information and explain methods used to develop the projections (Attachment # L). Include an explanation of any revenue and expense growth or other adjustments; for example, any rate increases, service growth, inflation adjustments, expense adjustments reflecting the cost of operating additional facilities, or other considerations. In completing this table assume through year 3 that no SRF project is constructed. In the" SRF Project" column enter the numbers that reflect the first year in which the SRF loan will begin repayments. When completing the numbers in this column assume that the SRF project will be financed using 100% loan funding. Line 1 Line 2 Line 3 Line 4 Line 5 Line 6 Line 7 Line 8 Line 9 Line 10 Line 11 Include the actual number of customers for last year and year 1 (current year). The numbers in years 2 and 3 should reflect an estimated number of residential customers, adjusted for growth. In the SRF column include the expected number of customers based on constructing your SRF project. This line is a subset of line 1. It should reflect the number of new customers for that year. This line is your total volume (gallons) of water used by your residential customers. Use actual gallons sold for Last Year and do an estimate for the current year based on total to-date. To determine Year 2 and 3 water sales, first calculate the average daily residential usage in gallons per day on line 4. The estimated water sales for Year 2 and 3 can now be determined by multiplying line 4 by line 1. This is the average daily residential usage (gallons per day) by a single residential customer. To get this number divide line 3 by line 1. Use Last Year and Current Year to project usage for Year 2 and 3. Usage should be fairly constant. This is your total residential water sales in dollars. Year 2 and 3 water sales should reflect any increases in rates (i.e. due to inflation). In the SRF column list what the sales would need to be if the SRF project was a 100% loan (to meet all expenses). To obtain the average annual residential bill, divide line 5 by line 1. This is the amount of the uncollected residential bills outstanding for the year. Line 5 minus line 7. This line is the impact and connection fee for new residential service. Multiply line 2 by line 9. Include the actual number of customers for last year and year 1 (current year). The numbers in years 2 and 3 should reflect an estimated number of commercial customers, adjusted for growth. In the SRF column include the expected number of customers based on constructing your SRF project. EW49 SE Water Storage & PS 3 '~ ... "\ Line 12 Line 13 Line 14 Line 15 Line 16 Line 17 Line 18 Line 19 Line 20 This line is a subset of line 11. It should reflect the number of new customers that will be charged an impact or connection fee. This line is your total volume (gallons) of water used by your commercial accounts. This is your total commercial water sales in dollars. Year 2 and 3 water sales should reflect any increases in rates (i.e. due to inflation). In the SRF column list what the sales would need to be if the SRF project was a 100% loan (to meet all expenses). This is the amount of the uncollected residential bills outstanding for the year. Total revenue collected for commercial accounts (line 14 minus line 15). This line is the impact and connection fee for new commercial/industrial accounts. Multiply line 12 by line 17. Total revenue for bulk water sales to consecutive systems. Total of line 8+10+16+18+19. EW49 SE Water Storage & PS 4 , ~ " Income, Expense, and Cash Flow Statement Last Y r. Year I Year 2 Year 3 SRF Project 2007 2008 2009 2010 2011 OPERATING REVENUES I Water Rates 2,856,171 2,982,321 3,750,000 3,975,000 4,213,500 2 Fire Protection 0 0 0 0 0 3 Fees and Services 508,702 526,731 415,428 419,582 423,778 4 Interest Income 0 32,762 35,000 35,000 35,000 5a Other - Reclaimed and Wastewater 3,196,146 3,406,889 4,168,170 4,418,260 4,683,356 5b Other - Miscellaneous Income 0 25 48,216 48,000 48,000 (Water) 6 Total (Lines 1 - 5) 6,561,019 6,948,728 8,416,814 8,895,842 9,403,634 NON-OPERATING REVENUES 7 Interest Income 501,098 28,851 18,000 18,000 18,000 8 Interfund Transfer 1,000,000 900,000 0 0 9 Renewal and Replacement 254,433 360,000 0 0 0 10 Assessment Revenue 0 73,749 320,000 320,000 320,000 11 Federal and State Grants 0 0 0 0 0 12 Water and Sewer Development Fee 228,363 159,000 100,000 100,000 100,000 13 Proceeds from the Sale of Assets 0 3,338 0 0 0 14 Other - Miscellaneous Revenue 603 8,018 87,000 80,000 80,000 15 Total (Lines 7 - 14) 984,497 1,632,956 1,425,000 518,000 518,000 i ;1 . 1t":',,,,,._-,,,' 'I 'I . .. I "!" ~ .....j\..i~1 , 1, . OPERATING EXPENSES I OPERATION AND MAINTENANCE 16 Salaries (Operators) 1,533,003 1,594,323 1,658,096 1,724,420 1,793,397 17 Benefits 774,386 805,361 837,576 871,079 905,922 18 Utilities 624,455 649,433 675,411 702,427 730,524 19 Chemicals & Treatment 318,973 331,732 345,00 I 358,80 I 373,153 20 Monitoring 0 0 0 0 0 21 Materials, Supplies & Parts 804,581 836,764 870,235 905,044 941,246 22 Transportation 73,302 76,234 79,283 82,455 85,753 23 Outside Services - 193,999 201,759 209,829 218,222 226,951 24 Other 0 0 0 0 0 25 Total (Lines 16 - 24) 4,322,699 4,495,607 4,675,431 4,862,448 5,056,946 TABLE 2 INCOME, EXPENSES, AND CASH FLOW STATEMENT 5 EW49 SE Water Storage & PS '\. , ADMINISTRATIVE 26 Salaries and Benefits 396,793 412,665 429,171 446,338 464,192 27 Building Overhead 3,045 3,167 3,293 3,425 3,562 28 Office Supplies & Postage 34,897 36,293 37,745 39,254 40,825 29 Insurance 0 0 0 0 0 30 Customer Billing & Collection 0 0 0 0 0 31 Accounting and Legal 30,903 32,139 33,425 34,762 36,152 32 AlE & Professional Services 2,102 2,186 2,274 2,364 2,459 33 Other - 1,780 1,851 1,925 2,002 2,082 34 TOTAL (Lines 26 - 33) 469,520 488,301 507,833 528,146 549,272 35 Net Operating Income 1,768,800 1,964,820 3,233,550 3,505,248 3,797,415 Line 6 minus 25 minus 34 NON-OPERA TING EXPENSES 36 Debt-Repayment - Principal 3,522,376 3,504,583 3,484,693 3,458,092 3,440,] 16 and Interest 37 Capital Improvements 0 0 0 0 0 Acquisition of Plant Equipment 38 Interfund Transfers 0 0 0 0 0 39 To General Fund 0 0 0 0 0 40 To Replacement Fund 0 0 0 0 0 41 Depreciation Expense (If 165,171 160,000 160,000 160,000 160,000 money is set aside) 42 Interest Expense 0 0 0 0 0 43 Other - Miscellaneous 0 0 0 0 0 44 TOT AL (Lines 36 - 43) 3,687,547 3,664,583 3,644,693 3,618,092 3,600,116 45 Net Non-Operating Income (2,703,050) (2,031,627) (2,219,693) (3,100,092) (3,082,116) Line 15 minus Line 44) 46 Net Income Before Taxes (934,250) (66,807) 1,013,857 405,156 715,299 Lines 35 + 45) TAXES (N/A for publicly owned systems) 47 Income Taxes N/A N/A N/A N/A N/A 48 Other Taxes N/A N/A N/A N/A N/A 49 TOT AL (Lines 47 + 48) 50 Net Income After Taxes (934,250) (66,807) 1,013,857 405,156 715,299 'Line 46 minus 49) 6 EW49 SE Water Storage & PS , , . Instructions for Completing Table 2 Identify the source of the above information and explain methods used to develop the projections (Attachmellt # 2 ). Include an explanation of any revenue and expense growth or other adjustments; for example, any rate increases, service growth, inflation adjustments, expense adjustments reflecting the cost of operating additional facilities, or other considerations. REVENUES- Revenues include all sources of income to the system. They are separated on this form as: "Operating", lines 1-6 and "Non-Operating", lines 7-15. When using the subcategory "other" under any item, please write a descriptive term. EXPENSES- Expenses include all those activities or purchases which incur cost for the system. Expenses can be estimated in various ways. One method bases the projections on historical expense. This can be accomplished by using historical costs and escalating them from known and projected changes. An example of a known change would be an increase in labor costs for the budget period due to known or anticipated salary increases. An example of a projected increase or escalation in costs would be a 5% annual inflation rate. Materials and Supplies expense, for instance, would be expected to increase with the projected inflation rate. Expenses are separated on this form in the same fashion as Revenues with further subtopics to more clearly define expenses. When using the subcategory "other" under any item please write a descriptive term and cross out the word "other". Expenses are separated on this form as "Operating", lines 16-26, "Administrative", lines 27-35, "Non-Operating", lines 37-45, and "Taxes" lines 48-50. Lines I This line includes all money received for supplying water service. Infornlation should come from completed Attachment 1. Line 2 If a separate fee is charged for fire protection include on this line. Line 3 Include all miscellaneous fees and charges generated by providing water service other than for the actual water service (for example, connection fees, bad check fees, reconnect fees, meter testing fees, etc.). Line 4 Interest earned from cash on hand or on fees financed by the utility. Line 5 If used, please describe. Non-operating revenues are funds generated outside the water system and used by the water system to cover expenses. Lines 7-15 Items should be clear, modify topics if needed. Lines 16-17 Salaries and Benefits (Operators), include all compensation to employees of your system when the work is related to the system's O&M. This account should not include compensation of officers, directors, or general and administrative staff. Volunteer labor cannot be applied. 7 EW49 SE Water Storage & PS .. . Line 18 Line 19 Line 20 Line 2 I Line 22 Line 23 Utilities, includes the cost of all electric power, gas, telephone, water (at least account for what is being used at the plant), and any other system-related expenses incurred in producing and delivering water. Chemicals and treatment is intended to cover the cost of all chemicals used in the treatment of your water. Monitoring, includes all water monitoring costs incurred by the system. This should include both in-house monitoring and analysis costs as well as outside laboratory costs. Materials, supplies, and parts means all materials and supplies used in the O&M of the water system and in providing and delivering the water to the customer. Include any repairs or parts needed in producing and delivering water. This would include grease, oil, and minor repairs to equipment. This should not include materials for administrative purposes such as postage, copying or copy machine supplies, billing forms, or letterhead. Transportation is intended to include all expenses related to trucks, automobiles, construction equipment, and other vehicle expense used in producing and delivering water to the customer. Include the cost of purchasing water. Use only if a consecutive system. Administration expenses are considered overhead but not those directly related to O&M of the daily production and delivery of water to the customer. This category includes billing and administrative costs incurred by the system. For example, all meter reading costs, secretarial costs, postage, publications, reference materials, uncollectible debts insurance accounting services, and all other overhead items belong in this subsection. Lines 27 Line 28 Line 29 Line 30 Line 31 Salaries and Benefits include all compensation to employees of your system in which the work is related to the administration of the system, such as officers, directors, secretarial, and meter reading salaries and benefits. This account should not include compensation of operators. If an employee performs both operation and meter reading a percentage of their salary should appear under the appropriate topic. For example, if an operator reads meters 25% of the time, % of their salary should be shown on line 16 and 14 of their salary on line 27. Overhead associated with the building itself such as, mortgage payment, insurance, taxes, maintenance, etc. Office supplies and postage includes all materials and supplies in administration of the water system. This includes office supplies, postage, copier charges, and paper. Insurance (Vehicles, Liability, Workers' Compensation) includes all insurance costs associated with the coverage for the vehicles, general liability, workers' compensation insurance, and other insurance costs related to the operation and administration of the system. Customer billing and collection should include all expenses specific to this function such as, special billing forms or software. 8 EW49 SE Water Storage & PS ,) Lines 32 Accounting and legal expenses includes all salaries and wages with legal and accounting functions for the system even if they are outside services. Line 33 NE and professional services means all engineering and other professional services expenses associated with water system planning and design requirements. Line 34 Other means expenses such as employee training and water certification requirements (classes, registration fees, travel, etc.), public relations campaigns and public notifications, etc. Also include any recurring expenses that did not fit into any of the above line items. Non-operating expenses are ones that are necessary and paid by the water system, but are not part of daily O&M or Administration of the system. Debt Repayment and Capital Improvements are typical items that may appear on this type of analysis. Lines 37-42 Expenses that are involved in operating or administering the water system that were not considered in the totals appearing on lines 26 and 35 should be shown in these items, modify if necessary. Line 38 Capital improvements include facility and non-facility costs related to: I) Meeting growth requirements or improving your system's infrastructure to provide better service and reliability to existing customers, 2) replacing or renovating existing facilities, or 3) to ensure compliance with drinking water regulations. Line 39-42 Identify any transfer of funds used to offsets other non-water system related capital expenditures. These lines represent some possible categories, modify if needed. Line 43 Depreciation expense only applies to systems which are currently depreciating investments made in the past (recovery of previously invested funds). Include amounts on this line only if money is actually set aside. Line 44 Include any recurring non-operating expenses that did not fit into any of the above line items. Taxes can be incurred in a variety of ways such as a state utility tax, business and occupation tax, property tax or federal income tax. Each of these taxes can be accounted for separately within the operating budget, modify if necessary. Lines 48-49 Include any incurred taxes. 9 EW49 SE Water Storage & PS " Tab Ie 3 SC HEDULE OF PRIOR, PARITY, AN D PROJECTED LIENS List annual debt service beginning two years before the anticipated loan agreem ent date and continuing at least fifteen fiscal years. Include all existing and projected liens on the system. Use additional pages as necessary. Id en tify Each 0 bligation Coverage In sured? #1 Water & Sewer No te, Series 2002 115% No #2 Water& SewerRevenue Bonds,Series 1993 100% No #3 SRF# CS 120794020 115% No #4 S R F # C S 120794030 115% No #5 SRF# OW 64051 (Projected) 115% No Total Debt Service Fisc al Total Debt lncl. Ye ar # I #2 #3 #4 #5 Service Cove rage 2007 $ I ,064,48 0 $646,458 $516,458 $ I ,294 ,980 $0 $ 3 ,5 22,3 76 $3,953,764 2008 $1,068,763 $624,382 $516,458 $ I ,294 ,980 $0 $ 3 ,5 04,5 8 3 $3 936 613 2009 $ I ,070,95 0 $602,305 $516,458 $ I ,294 ,980 $0 $ 3,484,693 $3,917,051 2010 $ I ,066,42 5 $580,229 $516,458 $1,294,980 $0 $ 3 ,4 5 8 ,092 $3,889,771 20 II $ I ,0 7 0 ,5 2 5 $558,153 $516,458 $1,294,980 I $0 $ 3 ,440, I I 6 $3,872,410 2012 $1,067,700 $536,076 $516,458 $ I ,294 ,980 I $ I 60,00 0 $ 3,575,2 I 4 $4,031,085 2013 $ I , 0 6 8 ,2 8 8 $514,000 $516,458 $ I ,294 ,980 I $ I 60,00 0 $ 3,553,72 6 $4,009,685 2014 $\'071,700 $0 $0 $ 0 I $ 160,000 $ I ,2 3 I , 700 $1,416,455 2015 $ I ,072,87 5 $0 $0 $ 0 I $ 160,000 $ I ,23 2 ,875 $1,417,806 2016 $1,066,850 $0 $0 $ 0 I $ 160,000 $ I ,2 2 6 , 8 5 0 $1,410,878 2017 $ I ,063,82 5 $0 $0 $ 0 I $ I 60,00 0 $ I ,2 2 3 , 8 2 5 $1,407,399 2018 $ 1 ,063 ,5 2 5 $0 $0 $ 0 I $ I 60,00 0 $ I ,223 ,525 $1,407,054 2019 $1,065,750 $0 $0 $ 0 I $ 160,000 $ I ,225 , 7 5 0 $1,409,613 2020 $1,070,150 $0 $0 $ 0 I $ I 60,000 $ I ,2 3 0, 1 5 0 $1,414,673 2021 $ I 066,45 0 $0 $0 $0 $ I 60,00 0 $1 226,450 $\,410,418 2022 $0 $0 $0 $0 $ I 60,00 0 $160,000 $184,000 2023 $0 $0 $0 $ 0 I $ I 60,00 0 $160,000 $184,000 2024 $0 $0 $0 $0 $ 160,000 $160,000 $184,000 2025 $0 $0 $0 $0 $ 160,000 $160,000 $ 184.000 I I I I Annual Debt Service (Principal Plus Interest) 10 EW49 SE Water Storage & PS , SCHEDULE OF PRIOR, PARITY, OR PROJECTED REVENUES AND DEBT COVERAGE FOR RATE-BASED SYSTEM PLEDGED REVENUE (Provide information beginning with the two fiscal years preceding the anticipated date of the first SRF loan repayment.) FY10 FY11 FY12 FY13 FY14 (a) Net Operating Revenues. (Table 2 line 36) 3,505,248 3,797,415 4,111,216 4,448,117 4,809,683 (b) Debt Service (including required coverage) pledged to all prior, parity, or projected projects (last 3,889,771 $3,872,410 4,031,085 4,009,685 1,416,455 column of Table 3). (c) Net Revenue (= a - b) (384,523)* (74,995)* 80,131 438,432 3,393,228 *The City has existing short term financing to cover potential budget deficits in FY10 and FY11 (d) Attach audited annual financial report(s), or pages thereof, and any other documentation necessary to support the above information. Include any notes or comments from the audit reports regarding compliance with covenants of debt obligations having a prior or parity lien on the revenues pledged for repayment of the SRF loan. (Attachment # 1 ) (e) Attach worksheets reconciling this page with the appropriate financial statements (for example, backing out depreciation and interest payments from operating expenses). (Attachment # _) (f) If the net revenues were not sufficient to satisfy the debt service and coverage requirement, please explain what corrective action was taken. (Attachment # ) (k) Identify the source of the above information and explain methods used to develop the projections (Attachment # 2 ). Include an explanation of any revenue and expense growth or other adjustments; for example, any rate increases, service growth, inflation adjustments, expense adjustments reflecting the cost of operating additional facilities, or other considerations. LIST OF ATTACHMENTS (use additional sheets if necessary) Attachment Number 11 TECHNICAL: Accurate answers to the following questions will help identify the technical strengths as wen as areas that may need improving within your system. If a question or section does not apply to your system, please write N/ A for not applicable. For questions that ask you to rate your system from I to 5, answer I for worst case scenario and answer 5 for the best case scenario. · System has current and accurate data showing average and peak gpd used · System's capacity exceeds peak demand by more than 20% (percentage - 50%) · System can meet peak demand without pumping at peak capacity for extended periods. · System has an emergency plan in place to meet system demand during a shortage (natural disaster or largest pump/well out, etc.) Yes IZI No D · System has accurate records indicating types and percentage of customers use: Y es ~ No D Residential ~% Commercial. 10 % Industrial 5 % Dedicated Irrigation Meter 2-% · System has comprehensive water loss program that compares amount of water produced (plant meter) with total delivered through metered and unmetered service connections (system's unaccounted for water is 10 %) YeslZJ NoD YeslZl NoD YeslZl NoD Yes~ NoD Purchase Water Systems NA IZI System has a written agreement with the supplier that: · ensures adequate supply of water during shortage conditions, · does not require the purchase ofa minimum amount of water (water is supplied through a meter), · assures supplying water system will remain in compliance with the appropriate State or federal regulations, and · assures purchasing system will be notified of any water quality issues. YesD NoD YesD NoD YesD NoD YesD NoD Surface Water Systems and Systems Using Ground Water Under the Influence of Surface Water NA rg] · System has redundancy for all critical treatment components · System monitors raw, settled, and individual filtered water turbidity · System consistently (95% of the time) has a filtered water turbidity of _ %, which is within the current standard of .3 NTU · System has the capability to add coagulant before the filter and disinfect at various points in the treatment process · System is evaluating (or has evaluated) changes necessary to meet the Enhanced Surface Water Treatment Rule Some needed changes are: 2 3 4 5 2 3 4 5 2 3 4 5 2 3 4 5 2 3 4 5 · System is evaluating (or has evaluated) changes needed to meet requirements in the Disinfection By Products Rule Some planned modifications are: 12345 Ground Water System NAD · A minimum of two sources of groundwater are provided · Source water protection area provides a minimum 500 foot radius around each drinking water well · Groundwater source capacity equals or exceeds the design maximum day demand and equals or exceeds the design average day demand with the largest producing well out of service · System monitors raw water quality to determine appropriate treatment 12 Yes IZJ No D YesD No~ YeslZJ NoD I 2 3 @)5 · System's well(s) have; air/vacuum relief valve, check valve, blow-off, by-pass, meter, working sanitary seal, construction/maintenance records and are properly vented · System routinely monitors drawdown Disinfection · System has adequate contact time of 30 minutes following disinfection and before the first user in the distribution system · Disinfection equipment is regularly inspected and maintained · A chlorine residual is maintained throughout the distribution system Distribution System · System has accurate information, including age, for pipe materials that currently make up the distribution system · Water mains providing fire protection are a minimum of 6-inches in diameter · System is free of severe "water hammer" problems · System tracks ranges of operating pressure, especially during peak demand · System maintains a minimum operating pressure of20 psi · Nonnal operating pressure is kept between 40 and 100 psi · System has a routine leak detection program that uses (type of equipment) meters repairs identified leaks quickly, and keeps water loss in the distribution system below 10 %. Average number of leak repairs per year is 50:l:: · System has a cross connection control program in place that addresses: evaluation of each service connection, installation of specified backflow preventer, training, record keeping, annual testing, and education · . System is working to eliminate dead ends in the mains · System has a flushing program that operates 50:!: times a year · System has a map showing the bacteriological, lead and copper, and TfHM (if applicable) sampling points · System has accurate "as-built" maps of the distribution system posted that show: location of sources (or intakes), size of mains, dead end mains, valves, curb stops on service lines, and proximity of mains to other utilities (gas, electric, etc.) · System has a routine valve exercise program · All customers are metered and all meters are routinely calibrated · Customer complaints are relatively infrequent List number of complaints in the past year: 20:!: Pumping · System has a pump maintenance program that includes annual inspection, scheduling of repair, and routine maintenance that is conducted by a qualified contractor · System has standby or emergency power equipment that is routinely tested under load and can provide 100% of the average daily demand for 50:!: days, l/week Storage · System is able to meet peak demand without the high service pumps running at peak capacity for extended period · System has adequate reserve capacity for fife protection. Total storage capacity of the system is 1.65 million gals · System's ~ storage tanks receive routine inspection (every 3-5 years) to determine and schedule any needed maintenance 13 12346) 123@5 Yes (gj No D Yes~ NoD 12(]}45 1 2CV4 5 Yes~ NoD 12(1)4 5 1 2 (1)4 5 Yes [8l No 0 1 26) 4 5 1 2 3 cDs 1 2Q)4 5 I (2)3 4 5 103 4 5 1 204 5 IG)3 4 5 1 (V3 4 5 1 2&4 5 1 2G)4 5 23@5 2(]) 4 5 2 Q)4 5 2 3 4d) 1 2 194 5 . ' : · All storage tanks are equipped with an altitude valve to prevent overflowing and are sized appropriately to ensure adequate turnover and no loss of water quality · Storage tanks are covered and the surrounding areas are fenced · Storage tanks have a drain valve and an entry hatch to allow access for cleaning and painting of the interior of the tank IG)345 I 2 3(1)5 I 2 30)5 MANAGERIAL: Answering the next set of question will help the system clearly define responsible parties, staffing needs, operational needs, policies, and internal standard that guide system performance. For questions that ask you to rate your system from I to 5, answer I for worst case scenario and answer 5 for the best case scenario. · System has a current organizational chart and accompanying position descriptions that clearly define responsibilities of staff members · The plant is a category A plant operating 24 hours per day. I 2 30)5 List names, class, and license numbers for all operators fulfilling staffing requirements: Robert Polizzi - Class A 0007159, Richard Washington -Class A 0006417, Ken Terry - Class A, 0013979, John Wheeler-Class B 0005757. Steve Scarborough-Class B 0003969. David ThurstoO-Class C 0004475. Jim Hoppe -Class C 0004502, Karl Looney-Class C 0006016, Ed Curry-Class C 0013103 · System is satisfied with service provided by contract operator(s) · The operator's authority and responsibilities are clearly defmed NA NA 234& 2 3 4(9 Policies and Plans: Please indicate with a check mark the items for which the water system has written policies or plans. [8J standard specifications [8J bacteriological sampling plan [8'J cross connection control plan [8'J general rules [8'J disaster response plan ~ connection policies ~ emergency operation plan [g} record management plan ~ disconnection policy ~ personnel policy ~ main extension policies ~ Lead & Copper sample plan [8'J TTHM ~ public education & outreach ~ SafetyfRisk Management Policy · Based on the answers above the system has: clear organizational structure, defined staffing requirements, and appropriate rules/policies t 2 3 46) Operations and Maintenance: The items that follow are elements that may be contained in a thorough Operations and Maintenance (O&M) manual. A complete O&M manual is useful as a quick reference for anything from trouble shooting to emergency procedures. Please indicate with a check mark those items contained in the system) s O&M manual. Introduction and Overview ~ System name ~ System ID# 3640331 ~ design flow capacity ~ type of treatment ~ available training D publications available ~ Statement of the purpose of the manual and relay to the operator how to best obtain pertinent information ~ organizational chart (note which activities require qualified and licensed/certified personnel) ~ location ~ water source General System Description ~ a flow schematic (source to distribution) ~ pumping capabilities (source, chemicals, and high service) [8] storage (raw, fmished water, and chemicals) 14 IZ1 system map showing location of all wells, intake structures, pumping stations, storage tanks, and the defined service area System Operation and Control [8] identification of major system components including a description of the normal operation of each component o possible alternative operation modes and circumstances under which they would be used rgJ schematic diagrams of each treatment process [8] preventative maintenance program (include inspections performed when the facility is off-line) 1:81 common operating problems with methods of bypassing while being repaired rgJ importance of and how to use laboratory tests for process control rgJ routine system operation for each major system component this should include startup and shutdown procedures, safety procedures, and meter reading o evaluation of overall system performance Laboratory Testing 1:81 identification of samples and tests needed for compliance as well as for process control. 1:81 sampling locations, time, and methods o how to interpret laboratory results and the use of these results to improve the process 1:81 what should be in laboratory supply and chemicals inventory D list of laboratory references; o instructions for filling out worksheets for a sample (include completed example) o for tests to be performed by outside laboratories, the name of the laboratory, contact person, telephone number, and method of requesting sample pick-up or schedule for sample pick-up Records and Reports Section D a general explanation of the purpose and importance of accurate records and reports 1:81 a log of complaints and responses 1:81 daily logs, maintenance records, laboratory records, monthly reports, monitoring reports, sanitary surveys, annual reports, operating cost reports, and accident reports. IZ1 historical records (permits, standards, pumping capacity, consumption, and drawdown) IZ1 list of equipment warranties and provisions (8] specific area for filing records o procedures for reporting to appropriate agencies (specify how long records should be kept) Maintenance [gJ general information including purpose and value of scheduled and preventative maintenance (8] preventative maintenance schedule and sample worksheets with instructions o specifications for fuels, lubricants, filters, etc. for equipment [8J troubleshooting charts or guides which reference pages in manufacturers' O&M manual or system's O&M manual as appropriate IZI a record of data plate information on each piece of equipment maintained, this should include manufacturers' maintenance schedule for routine adjustments ~ a work order system for maintenance of equipment with sample forms to accurately track O&M costs for each piece of equipment IZI brief operation instructions for each piece of equipment with reference to the manufacturers' technical specifications for major system components o a mechanism for storage and check out of specialized equipment used infrequently D list of outside contract maintenance tasks t8J contact person and phone numbers for equipment manufacturers, major suppliers, and all utilities serving the system D list of special tools used and how to replace (8] stocks of spare parts, supplies, chemicals and other items vital to system operation 15 o a system of requisitions and/or work orders used to distribute parts, supplies, chemicals, etc. for reorder purposes Eme~ncy Response Program ~ pre-response activity such as; personnel assignments, emergency equipment inventory, filling a storage tank before a storm hits, copies of all emergency numbers. Laminated copy of phone numbers to keep readily accessible should include water system personnel responsible for making decisions in specific situations; including name, job title, home and work phone number (pager/cell phone number if available), police, fire departments, and for chemical spills or exposure CHEMTECH 800-424-9300. ~ safety procedures for all personnel involved in the response ~ a contingency plan to ensure proper treatment of water even in adverse conditions whicb may include agreements with nearby water systems for equipment or personnel I:8J procedures for putting standby and emergency sources into active service I:8J procedures for notifying customers, the local health jurisdiction, and EPA of water quality problems I:8J systematic procedure for returning to normal operation Appendix The appendix can contain documents and other information that cannot be easily incorporated into the body of the manuaL Large documents such as copies of plans and specifications may be stored separately from the main manual. The following list has examples of items that might be included in appendices. Please check all that apply to your O&M Manual. o Detailed design criteria 0 User Charge System o Schematics D Piping color codes [gJ As-built drawings IZJ Drinking water rules/Ordinance o Approved shop drawings [8} Valve indices or schedule [gJ Manufacturers' manuals · Based on the answers above please rate the system's current O&M Manual. 1 2 3 @ 5 The Jast set of questions is designed to help you evaluate the systems' source(s). Please read the item then circle the number from 1 (needs improving) to 5 (top notch) that you feel best describes your systems' current status relative to that item or check boxes as appropriate. · System has an active Source Water Assessment Program 1234(V For Ground Water Svstems: · System has accurate historical information (like well driller's log and construction records) for each well · Well(s) have the "zone of contribution" identified on a map · No storage of potential contaminants in close proximity ofwell(s) · Well(s) are housed and fenced and have an appropriate concrete pad · Well casing(s) extend at least 12" above floor or ground Name of aquifer is known: IZI YesD No Aquifer is: Floridan 0 Confined ~ Unconfined l 2 3(1} 5 laJ3 4 5 l 2 3 @ 5 1 2 3 4(3) 1234(5) For Surface Water Systems: · Commercial, industrial, or agricultural operations up stream are identified · System has provided a contact to these facilities in case of an accidental release · System performs up stream monitoring · System has a raw water reservoir of _ gallons that acts as a buffer 2 3 4 5 2 3 4 5 2 3 4 5 2 3 4 5 Overall: · System has adequate knowledge and program activity to protect and ensure an adequate supply of drinking water 10 years into the future 1 2 3 40 16 CERTIFICA TION: I, the undersigned authorized representative of the applicant, hereby certify that all information contained in this form and attachments is true, correct, and complete to the best of my knowledge and belief. I also certify that I have been duly authorized to file the business plan and to provide these assurances. Name (Please Print) Trace Barlow Signature Of Authorized Representative Title City Manager Address 104 North Riverside Drive City Edgewater State FL Zip 32132 Phone (386) 424-2400, ext. 1202 Fax (386) 424-2409 17 , ' ATTACHMENT #1 CITY OF EDGEWATER, FLORIDA COMPREHENSIVE ANNUAL FINANCIAL REPORT F~SCAL YEAR ENDED SEPTEMBER 30, 2007 EDGEWA TER "Hospitality CityJ1 , \ " CITY OF EDGEWA TER. FLORIDA Statement of Revenues, Expense and Changes in Fund Net Assets Proprietary Funds For the fiscal year ended September 30, 2007 Operating revenues: Charges for sales and services Total operating revenues Operating expenses: Salaries and employee benefits Supplies and materials Contract services Other services and charges Depreciation and amortization Total operating expenses Operating income Nonoperating revenues (expenses): Investment earnings Miscellaneous Intergovernmental Interest expense Total nonoperating revenues (expenses) Income before contributions and transfers Capital contributions Change in net assets Total net assets - beginning Total net assets - ending Business-type Activities - Enterprise Funds Waterl Sewer Utility Major Funds Stormwater Refuse Utility Utility Total 6,743,708 6,743,708 $ 2,393,425 $ 1,042,592 $ 10,179,725 10,179,725 $ 2,704.182 431.766 466,814 1,189,457 2,237,779 7.029,998 (286,290) 501.098 603 (1,449,768) (948,067) (1,234,357) 300.107 (934,250) 29,888,048 $ 28,953,798 $ 2,393,425 1.042,592 1,050,095 402,728 108,710 26.529 829,335 160.901 44,634 53.106 1 73. 008 315.771 2,205,782 959,035 187,643 83,557 130,400 (20,286) (44,108) (20,286) 86,292 167,357 169.849 167.357 169,849 612,700 3,764,630 780,057 $ 3,934,479 The notes to the financial statements are an integral part of this statement. 28 4,157,005 567.005 1,457,050 1,287.197 2.726.558 10.194,815 (15,090) 501.098 603 130.400 (1.514.162) (882,061) (897,151) 300,107 (597.044) 34.265,378 $ 33,668.334 " CITY OF EDGEWATER, FLORIDA ADOPTED BUDGET FISCAL YEAR 2008 - 20'09 EDGEWA TER "Hospitality City)' " ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~> ooooooooooooooooooooooooooooooooooooooooooooooo~ I I I I I I I I I I I I I I I I I I I I . I I I I I I I I I I I I I I t I I r I I I I I I I' tr2 ooooooooooooooooooooooooooooooooooooooooooooooo~ 00000000000000000000000000000000000000000000000 ooooooooooooooooooooooooooooooooooooooooooooooo~ 00000000000000000000000000000000000000000000000 I I I I I I I I I I I I I I I I I I I I I I I I I I I I I r I I I I I I I I I I I I I I I I I en w~wwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwww~ oo~oo~oom~oom~oo~~m~~m~~~~~~~~mm~m~~~.~~~~~~~~~~.~~~~ ~~~~~~~~~~~~~W~~~~W~~~~~~~~~~~~~~~wwwwwwwwwwwwwm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. :<J ~~~~~~~~ooo~~~~~~~~~~~~~~~~~~~~~~~~m~~~~~wwwww~ ~~~~~~OO~~~OOOOOO~OO~~~N~~OOO~~W~~~WW~m~N~OO~~~~O I I I I I I I I I I I ( I I I I r I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I Itl I-' 0 ,.... 0 I-' 0,.... 0 ~ oIlo ,;. ...... 0 I-' 0 0 00 t-" I-' t-" 0 I-' 0 t-' 0 t-t t.... 0 ,.... 0 too.. "....... ""!-' 00 J-' r" 0 0 ~ 10-' ..... 0 r"'" tIj OOOOOOOO~W~OOOOOOOOOOOOOOO~OOOOOOOOOOOOOOOOOOOO~ ~~~~~~HH~~:~~g~~~~~~ZZ~~~Z~z~~~~~~~gH~~~~~~~~8:~ ~~zz~~~3~~~~~~~H~~~Z~~>>~~H~~n~n~~~~~~~~~~:<J~~Z~0 "'''''''''''''''''''M'''''''''n'''n'''z",~",~.. "''''~''''''~n~''''''n~ ~"'~"'~<>"'z"z ~~~~:<J:<J:<J:<J~:<J:<J :<JO:<J'~:<J~ ~~~~H:<J:<J> >:<J:<J' "''''''' :<JHH~:<J"':<J~ >> ~~> :<J ~ ~ ~~"''''~'''~''''''HHH ~~:<Jn nn~ n OO~~ ~~~OO~3 HO' ~~>>~~~oo~m~~z~ CHM ~~~n>~H~~~ tIj~ CO ~~<H ZOO n~ ~~~~~~ ~~ n ~Z~ >HOO~ ~~H~ <<~~"'''' ~<<"'~ n~~"'''':<J'''''':<J:<JZ n no~ "'n<"'~o z ~~~O~ "'OO << "'oo~n~o ~ nO~:<J ~ 0 "'o~ OH~"'ZnZ'" Z" ~~~:<JOO'"i~:<J~~ >;;:~):1"'H~~~>> Z ~z'" tn;;:n:<J ;.:"'Z 0 on Oo",,,,~~ "'00 :<J~",>~):1>>>>~~~ ~ Z >"'''' ~"'n<:<J Z~ ~~~~OO ~~~ M~ ~~O~~~<~~~ ~ ~OO~ ~ OMn~H~ ~ ;;:;;:~~~'" ~~;;: <Z "'~n ~ "'''';;: ~ Hnt>:1> ",~):1 "''''~H):1''' '" ~~~~%~~~~~M ~ ~~>H~~OO~~ C Z~~~ ~~~ < OO~ ~ ZZ(']()[lJtrJ"tjoqnzz Z 0 tr3(1)l%J>~~rn () c;lH[J1[IJ .,CfJ l't1 Z::c ~~~~~~M[IJ[IJ~~ C ~ cmoo~~ ~ OOO~OO ~[IJ ~ M ~~~~ ~~~ ~ ~~ ~~~~ b z ~~ ~ ~~ "''''zz~~ Z ~H ~ >>~~ z.., t:i '" tr1 tI1 I-J I-J [1] tr1 .., 3: Ul en tI] C1] tzj [IJ en C1][IJ ~ m~~~ ~ en z ttJ[E]tr3t"1 en ~ ~ [g[g~~ '" 0 "" '" .... '" '" '" w ex> '" '" .:a ...,J tv OJ J;oo ~ ~ ~~ ~ ~ ~ ~ 00 OOOOOOO~OOOO~O~~O~OOO~O~OOOO~O~OOOOO~OOOOOOOOOO " o .. " w ;; ft " ~ ...,J ~ ..,.. -oJ ...,J 0 0 ~ W l.D .po OOOOOOOOOOOO~O~OOOOOO~O~O~OO~OOOOOOO~OOOOOOOOOO ..."'''' I-' CS\...,J...,J W Oo.Ol.D '" o '" .. " '"" o ...... I..C f"Jfl,Jl,J1 0'1 UlU10I.CO - ... 3:lCDe.J 0 1-'....0 0 ...,J OUllJ1 i1\ Q) 00)0,.)00 000 0 m 000 lJ) :a 0 o~ooo 0 000 0 OOOOOO~OOOOOOOOOOOOOOOOO~OOOOOOOOOOOOOOOOOOOOOO ~W""I"o.].,JW ...,JQ:)Q:),p,...,JOO tVC'\OO!\JO'\ ..."'"' "'...,..., Ol.O'-O~ w 0 ',JJ 0 IV ..o~t\J ~(J1fVN :o..J ~ .:l :1'\:V~ :D ~..o.~4' \l ,p.!\J ...... w....m 1'\JV10'1 ....,." ~woo~w O~~~ OJOOO www ~omN ~~...,J ~~~~I'\J~(J1W~~(J1w ~woo~w aOON w ~o~ wo~ ~~........ ~0t\J~~OOC'\U10'1U10'10~WW~ ~WOO-Jwooooo~ooooooooOJo....o~m~o~""...,J~O~...,J...,J~NOrv~~oo~......OOI.C~~ I t I I r t r I "'"' 00.... 000 w ." o .:: ~~W U1 WU'lOCDU'1 '" .... ... ,,"'''' ""'"'' 000 0 t.n ....OOloJO I'\J Wlo.IO 0 000 0 0 0 0 ~OO~O .,J /\Jl\JO 0 OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO~OOOOC'\OOC'\~OOO 74 > " ('J :<J n '" 0 " ~ > :<J '" C >: ~ 0 ... III .... '" '" ;ll '" .... 0 '" > ... ('J ..., n ... 0 ~ " .. '" C 1'1 ~ ('J :<J H ::j H 0 >: "'" ., 0 ~O " '" >> :::J '" " ,. " -I 3: '" ~8 ;ll~ '" ~~ h :l " >l ,. -I '" ;ll "'" , 0 .~ 0 :; ...,J >> .'n Ill'" ~ 0 0.0 "'''' '" rT ,.'" " 0 rTO ~ ex> III >---<l 1/1 , ';l C Ill'" ~o 0.0 "'''' '" rT .' .~~~~~~~~~~~~~~~~~.~ ~~~~~~~~~~~~~~~~~ ~ 00000000000000000 0 . I I I I . I I I I I I f I I I I I ~~~~~~~~~~~~~~~~~ 0 00000000000000000 0 ~~~~~~~~WWWWWW~~W 0 ~~OOOOOOOOOOOOOOOOO~O :t- ~ I I I I I I I I . I I I I I I r l.)lIl ~@~~~~~~~~~~~~~~~~~~~ ~~~W~~~~~~~WWWWWWWW~~ "0' . . . . . . . . . . . . . . .. . ~~~~~~~~~~~~~~WWWWW~~ HOO~~~W~~O~~~~~~~~ 0 (f] en I I I I I I I I I I I I I . I , I tn I ~~OOOOOOOOOOQOOOO~O~~ ~ OOOOOOOOOOOOOOOOO~O t'l '" ~ ~~~~~~8~~~~~~~8~~~~ o X~~~~H~H~~XHH~Z~HO~ ~ rn~~~~~ ~~~~~~~ZOO~~H ~ ~~~~HH H~H~HHH~~HMn ~ ~~~~a~Q~3~H~~~~~~~fu ~ HM..,..-J~ H Ht"~ 1-t;t:JI o-i b ~~ oo~~~~~~8~~~~~~8~ z ~ ~Zt'l t'l Z3t'lt'l'" ~"'Z~ CIl):J < '1] ,::J<:tr1 >q men ~::o H t2j tI1 H ~ tzj ~[;tJ H::O t'IJ;j~ tr] (JJ z;i ~fi ~ zfi '" ~~ ~~ ~g '" '" ., '" ~ "'-J w.... w 00 -J ........ 0 '" IU 00 !\.)~.... O/V ClJN..,J I-" tJ10 UlO ~W-JU'1"" ,&Io.>IIo<1\OOW 00 ~~~~W~W-JOW-J ,&Io.-J~~"" ww omwo~~tJ1wm~~ ~o~o~~~~ ~ONm~~,&Io.~~(J)O~~~W~WO~~O , -J-J w.... w "'w '" "'''' 0 '" ....'" -J I"DOUJJ::o J-O I-' -D.\.) I.D CD "'" (1)3'\ .po...,J I"D (.oJ W wt\J O~ I-'~~~ UO~I-'W W~ ~w ~~ ~ooo~ ~o~~~ CD~ ~..,Jo~oomumooomomwoo(l)OO ~ ., '" -J '" ~ '" u ~oooooooooooooooooo~o U1 ., .... a'l0"t ct\ .:l 000 0 D ~woooowoooooooooooo~o ~ ., '" .... CJ) DO .... - 0 ~oooooooooooooocooo~o 75 "''' " ~ .. " D D > -J ~ -J ~ (l (l o ~ ~ '" ;<l " ;<l '" " :=- ;tl '" !j o .... ..... " " ..... o '" ~ (l (l o ~ .... .... w '" .. '" !j '" ~ (l ;<l H " .; H o Z ".'" no rTO ~ '" '" .... ~ " '" " ~ " =i '" Z(") .;H .; ~.. '" <:0 "'''' a", "'8 '" >: " .; '" '" ".'" no rTO ~ -J '" .... ~ !II'" ~ 0 0.0 "l CD o. n "'" no rTO ~ CD '" ...... . , .; tl !II'" ~ 0 0.0 "l'" III n .' : Bond Year Ending October 1 SCHEDULED ~~B~ ;;; ~ .~ , V<~:::i~;~'3 Principal 1993 1994 /S 55,0.0.0..0.0. 1995 55,0.0.0..0.0. 1996 55,0.0.0..0.0. 1997 60,0.0.0..0.0. 1995 .~.,o.ao.~D~-. 1999 \65,00.0..0.0./ 2000 ',' 6S;oocr:(r6~ 20.0.1 70,00.0..00. .... 20.0.2 345,000..0.0. 20.03 ! ~a~.~o., 20.0.4 385,000..0.0 20.0.5 40.5,00.0.. 00.- 20.0.6 425,0.00.0.0. 20.0.7 445, 0.00..0.0. 2aaS..475, 0.0.0..0.0.. 20'0.9 50.0,0.00..0.0. 20.10. 525,0.0.0.00. 20.1.1 560,0.0.0..00. 20.12 '.i\\' 585,0.0.0..0.0. .._2a1~!\ . 620.,0.0.0.0.0. 2014h...----- /-655,000. aD 20.15 \ 695,0.0.0.00. 20.16 725,0.00.0.0. 20.17 ,760.,000.00. 2alS'" 805,0.00.. aD 2019 850,0.0.0..0.0. 20.20. 90.0.,0.00..00 2o.21~~?o.ao..o.a SERVICE FOR ~BE Bonds Interest $224,160..83 672,482.50.' 670.,970..0.0. 669,100.00. 667,0.10..00. ,.~_~..2.J..Q..~ ,662,0.30..0..0.- 65-9';1"05-.-0.0. 656,0.17.50. 652,60.5. aD. 6a-s,3'55.....oo. 616,740..0.0. 596,720..0.0.- 575,255.0.0. 552.30.5.0.0. . 'h52S,2 7.5..0.0. 50.2,150..0.0. 474,650..0.0. 445,775.0.0. 414,975.0.0. 382,80.0..00. 348,7a6.o.b 312,675.0.0. 274,450..0.0. 234,575.0.0. 192,775.0.0. 148,50.0.0.0. ' 10.1,750.00 52.250..0.0. TOTALS 12.460..0.0.0..0.0. 13.588.765.83 THE CITY 19 93 B.~,'j AN.D THE PARITY ,y'i't.t'" (),: ".' n ',.-.\1 pa:ity Bonds Principal Interest $78,783.15 $lS5'~'aa()'~'o.o $157,561.50. 195,0.0.0..00. 147,571.50. --205-,-000-.0.0. 136,657.50. 22<rrOO~h-QC 124,767.50. 23o-~6o. 111 ~__ill. 50. \:"24S'TOQQo..~ ;9";-, 98r:-s~- 2~6n:;:o:crCf:ba 82;911r:-cfo. :':2.:1:s..~pO_Q,...o-Qhh' 66, 670.. co. -,'2-&rOOO...OO 49,207.50 ,:!(!)-j66Eh-e-9 ? t. (> 47,-96-7....5.0 20.,OOO-.o.o~, 7'7 46,587. sa -2Q-,'0€)Q--.'€)€l (~ 10 -45,247.50 ~'S, 0.00.00. (.. .'tJ" 43,887.50 (25,0.00.0.0.---- 42,175.00. \ 25,000.00. "~_' 40,487.50. / 30, 0.00.00 . ",~~.., 38,800.00. l3a,ooo.o.a"'36,775.0a . 30.,000.0.0 34,750.00. f 35,0.00.00.. 32,725.00. '35,0.00.0.9.-.-- 30.,487.50. ----.'~'."~40~Olr<r;f)a_ 2 8,00.0..00. 40,00.0.0.0. 25,200.00"--- 45,000.00 .;~~; 22,400,.00 50,0.00.0.0 19,250.0.0 50.,000.0.0 15,750.,00. 55,000.0.0. 12,250.0.0 60.,000.0.0. 8,400..00 60,000_00 4,200..0.0 2.530.,000.0.0 1.629.206.25 BONDS l.'otal Debt Service S 302,944.58 1,070,050.00. 1,068,547.50. 1,065,757.50 1, 071,777.50 1, 066,397.50. 1,070,0.17.50 1,067,0.25.00 1,067,687.50 1,066,812.50-- 1, 068'r262. 50. 1,068,327.50. 1,066,967.50. 1,069,142. So. 1 , 064, 480.00 1, 06B, 762.50 1,070,950.00 1,066,425.00 1,070,525.00. 1,0.67,700.00. 1,0.68,287.50. ~, 0.71,700.00. j'1,C72,875.0o. 1,0.66,850.00 1,063,825.00. 1,063,525.00 1,065,750.00. 1,070,150.00. 1.0.66.450.00 30.207,972.08 Background Ths City is located in southeast I/olusia Councy, adjacent to 1-95 and just south of ~rew Smyrna Beach, along the Indian River and two miles west of the Atlantic Ocean. The City is within the economic zone of Central Florida I<lhich roughly follows Interstate 4 from Tampa through Orlando to the communities along ths Atlantic coast in Volusia County. The City with an estimated 1992 population of 16,394 is located on the north central east coast of Florida on the Atlantic Ocean just south of New Smyrna Beach. nlE Sl{ S':CE:M Water SYilte:m Wa tar supply. The City receives its potable wa't~ar supply from the western well field and a r,ecently expanded new w<ell field located at the same 51 acre site as. the Alan R. Thomas !\Tater Treatment Plant. This new '..rall field consists 14 " CITY OF EDGEWA TER, FLORIDA NOTES TO FINANCIAL STATEMENTS - Continued September 30, 2006 Note 8 - Long-Term Debt (Continued): Notes Payable The City issued the following revenue notes in a prior year: Original amount issued Issue date Final maturity Interest due Interest rate Water and Sewer Revenue Note. Series 2002 $5,140,000 March 13, 2002 October 1, 2012 Monthly Adjusted Libor General Long-term Debt Revenue Note. Series 2002A $2,540,000 March 13, 2002 October 1, 2012 Monthly Adjusted Libor The Water and Sewer Revenue, Series 2002, notes are secured by all water and sewer revenues of the City. Water and sewer revenues include revenue from the operation of the water and sewer system as well as the special assessments payable to the City with respect to water service to be provided by the City to the residents of Waterway Park. The Revenue Note, Series 2002A, is secured by a covenant to budget and appropriate from Non-Ad Valorem funds. Debt service requirements for these revenue notes using interest rate of 4.295% at September 30, 2006 are: Year Ending Se!otembe'T 30 2007 2008 2009 2010 2011 2012-2013 Total Governmental Activities Principal Interest $ 254,000 254,000 254,000 254,000 254,000 508.000 $1.778000 $ 65,456 54,547 43,637 32,728 21,819 10.909 $229.096 / Business Type Activities PrincilDal Interest 514,000 514,000 514,000 514.000 514,000 1.028.000 .$.3..598000 132,458 110,382 88,305 86,229 44,153 22.076 $463.603 The City also entered into an agreement to borrow money from Florida Inland Navigation Djs~rict (FIND) for land and improvements in a business/industrial parle The final amount of the nOile payable is $5.056,567 and shall be paid in ~en equal installments of $505,657 each year starting August 26, 2003. For the first five years, no interesit shall accrue on the outstanding principal balance. Starting August 28, 2007, interest shall begin to accrue on the outs~anding principal balance at an interest rat-eequal ~o jnteres~ available from the State Board Administration (SBA). 47 .. City of Edgewater, Florida Notes to the Financial Statements September 30, 2007 Notes Payable The City issued the following revenue notes in a prior year: Water and Sewer Revenue Note. Series 2002 General Long-term Debt Revenue Note, Series 2002A Original amount issued Issue date Final maturity Interest due Interest rate $5,140,000 March 13, 2002 October 1, 2012 Monthly Adjusted Libor $2,540,000 March 13, 2002 October 1,2012 Monthly Adjusted Libor The Water and Sewer Revenue, Series 2002, notes are secured by all water and sewer revenues of the City. Water and sewer revenues include revenue from the operation of the water and sewer system as well as the special assessments payable to the City with respect to water service to be provided by the City to the residents of Waterway Park. The Revenue Note, Series 2002A, is secured by a covenant to budget and appropriate from Non-Ad Valorem funds. Debt service requirements for these revenue notes using interest rate of 4.295% at September 30, 2007 are: 1 Year Ending Governmental Activities "y Business Tvpe Activities September 30 Princioal Interest Princioal Interest Total $ 254,000 254,000 254,000 254,000 254,000 254,000 $ 1,524,000 $ 54,547 43,637 32,728 21,819 10,909 o $ 163,640 $ 514,000 514,000 514,000 514.000 514,000 514,000 $ 3,084,000 $ 110,382 88,305 66,229 44,153 22,076 o $ 331,145 2008 2009 2010 2011 2012 2013 The City also entered into an agreement to borrow money from Florida Inland Navigation District (FIND) for land and improvements in a business/industrial park. The final amount of the note payable is $5,056,567 and shall be paid in ten equal installments of $505,657 each year starting August 26, 2003. For the first five years, no interest shall accrue on the outstanding principal balance. Starting August 26, 2007, interest shall begin to accrue on the outstanding principal balance at an interest rate equal to interest available from the State Board Administration (SBA). Debt service requirements for the FIND note payable are as follows: Year Ending September 30 Governmental Activities Princioal Interest 2008 2009 2010 2011 2012 $ 505,657 505,657 505,656 505,656 505.656 :5 2 528 283 :5 95,822 76,657 57,493 38,329 ~ S 287 485 The City also incurred notes payable relating to paving and stormwater improvements at Florida Shores. The 47 -I\. .' 3/1 9/96 Page I Local Government: Loan Number: Annual Payment Date: ***REPA YMENT SCHEDULE (REVISED)*** I2D r.(VQ,.{~ Project # mD Sronsor P"JPIo',VI Edgewater ~J "A'~nc. ',t::'("1 . CS 120794020 File Folder (I ,. Jr yO J "" I If" UlG' September 30 ORlGINAL LOAN Interest Rate: 3.78% Pmt Year No. Payment 1993 0 1994 I 524,484.44 1995 2 484,756.10 1996 Special 2,551.12 1996 3 486,127.83 1997 4 486,127.83 1998 .s 486,127.83 1999 6 486,127.83 :2000 7 486,127.83 2001 8 486,127.83 2002 9 486,127.83 2003 10 486,127.83 2004 II 486,127.83 2005 12 486,127.83 2006 13 486,127.83 2007 14 486,127.83 2008 15 486,127.83 2009 16 486,127.83 2010 17 486,127.83 2011 18 486,127.83 2012 19 486,127.83 2013 20 486,127.79 SUBTOTALS 9,762,092.56 Interest Paid Principal Paid Principal' Outstanding 256,008. II 245,959.21 47.32 236,838.04 227,414.89 217,635.54 207,486.53 196,953.89 186,023.11 174,679.15 162,906.39 150,688.62 lJ8;009.02 124,850.13 111,193.83 97,021.33 82,313.10 67,048.91 51,207.72 34,767.74 17,706.33 2,986,758.91 268,476.33 238,796.89 2,503.80 249,289.79 258,712.94 268,492.29 278,641.30 289,173.94 300,104.72 311,448.68 323,221.44 335,439.21 348,118.81 361,277.70 374,934.00 389,106.50 403,814.73 419,078.92 434,920.11 451,360.09 468,421.46 6,775,333.65 6,775,333.65 6,506,857.32 6,268,060.43 6,265,556.63 6,016,266.84 5,757,553.90 5,439,061.61 5,210,420.31 ~,921 ,246.37 4,621,141.65 ~,309.692.97 3,986,471.53 3,651,032.32 3,302,9 J 3.51 2,941,635.8 J 2,566.701.81 2,177 ,595.31 1,773,780.53 1,354,701.66 919,781.55 468,421.46 0.00 · Principal outstanding may reflect disbursements during 20-year term. <\DDITlONAL LOAN 1 Interest Rate: 3.16% Pml Interest. (ear No. Payment Paid 1993 0 1994 1 34,875.56 7,579.66 1995 2 J 1,702.31 13,635.79 1996 Special (1,669.01) (25.96) 1996 3 30,330.58 13,005.44 1997 4 30,330.58 12.457.97 1998 5 30,330.58 J J.893.19 1999 6 30,330.58 11,310.57 Principal Paid Principal~ ,)ut5tanding 27,295.90 18.066.52 (1,643.05) 17.325.14 17,872.61 18,437.39 19,020.01 159,969.00 m,988.10 HJ9,921.58 j I J,564.63 194,239.49 176,366.88 ]57,929.49 ]38,909.48 ~ \ 3/19/96 Page 2 2000 7 30,330.58 10,709.54 19.621.04 3 J 9,288.44 2001 8 30,330.58 10,089.51 20,24 J .07 299,047.37 2002 9 30,330.58 9,449.90 20,880.68 278,166.69 2003 10 30,330.58 S,790.07 21,540.51 . 256.626. J 8 2004 I I 30,330.58 8,109.39 22,221.19 234,404.99 2005 J 2 30,330.58 7,407.20 22,923.38 211,481.61 2006 13 ]0,330.58 6,682.82 23,647.76 187,833.85 2007 14 30,330.58 5,935.55 24,395.03 163,438.82 2008 15 30,330.58 5,164.67 25, /65.91 138,:m.91 2009 16 30,330.58 4,369.42 25,961.16 112,3 11.7 5 2010 17 30,330.58 3,549.05 26,781.53 85,530.22 2011 18 30,330.58 2,702.75 27,627.83 57,902.39 2012 J9 30,330.58 1,829.72 28,500.86 29,401.53 2013 20 30,330.62 929.09 29,401.53 0.00 SUB TOT ALS 610,859.34 155.575.34 455.284.00 ORlGINAL AND ADDITIONAL COMPLETION LOANS COMBrNED Pmt Interest Principal Principal. Year No. Payment Paid Paid Outstanding 1993 0 7,235,302.65 1994 1 559,360.00 263,587.77 295,772.23 6.934,845.42 1995 2 5 J 6,458.41 259,595.00 256.863.41 6,677,982.0 J 1996 Special 882. I I 21.36 860.75 6,677,121.26 1996 3 516,458.41 249,843.48 266.614.93 6,410.506.3 3 1997 4 516,458.41 239.872.86 276,585.55 6,133,920.78 1998 5 516,458.4 J 229,528.73 286,929.68 5,846,991.1 0 1999 6 516.458.41 218,797.10 297,661.3 J 5,549,329.79 2000 7 516,458.41 207,663.43 303,794.98 5,240,534.8 J 2001 8 .516,458.41 196,112.62 320,345.79 4,920.189.02 2002 9 .5 J 6,458.41 184,129.05 332,329.36 4,587,859.66 2003 10 516,458.41 171,696.46 344,761.95 4,243.097.71 2004 11 516,458.41 158,798.01 357,660.40 3,385,437.31 2005 12 516,458.41 145.416.22 371,042.19 3,514,395.12 2006 J3 5] 6,458.41 131.532.95 384.925.46 3,129,469.66 2007 14 516,458.41 117.129.3& 399,329.03 2,730.140.63 2003 1'5 516,458.41 102,186.00 414,272.41 2,315,868.22 2009 16 516.458.41 &6,682.52 429.775.89 [,886.092.33 2010 17 516,458.41 70,597.96 445,860.4 .5 J ,440,231.&8 2011 ] 8 516,458.41 53,910.47 462,547.94 977,633.94 20J2 J 9 516,458.4J 36,597.46 479,860.95 497,822.99 2013 20 516,458.4 J 18,635.42 497,822.99 0.00 )T ALS 10,372,951.90 3,142,334.25 7,230,617.65 'rinci~al outstanding may reOect disbursements during lO-year team. ~ , , . .~ ,.. , 03/1612001 STATE REVOLVING FUND LOr... ~ Page 2 :t<>lI"'REPA YMENT SCHEDULEu:t< Local Government: Edgewater Loan Number: 794030 Animal Payment Date: OCTOBER 31 AU loan increments combined Pmt. Comb. Int. Principal Principal'" Year No. Payment Paid Paid Outstanding 1993 0 18,081,178.86 1994 1 1,428,693.71 638,359.93 790,333.78 17,726,003.08 1995 2 1,428,693.71 641,856.98 786,836.73 16,939,166.35 1996 3 1,428,693.71 618,267.17 810.426.54 16,191,213.81 1997 4 1,294,979.62 590,475.41 704,504.21 15,486,709.60 1998 5 1.294,979.62 565,227.84 729,751.78 14,756,957.82 . 1999 6 1,294,979.62 538,599.68 756,379.94 14,000,577.88 2000 7 1,294,979.62 510,999.12 783,980.50 13,216,597.38; 2001 8 1,294,979.62 482,390.62 812,589.00 t2,404,008.38 2002 9 1,294,979.62 452,737.34 842,242.28 11,561,766.10 2003 10 1,294,979.62 422,001.11 872,978.51 [0,688,787.59 2004 11 1,294,979.62 390,142.34 904,837.28 9,783,950.31 2005 12 1,294,979.62 357,119.99 937,859.63 8,846,090.68 2006 13 1,294,979.62 322,891.54 972,088.08 7,874,002.60 2007 14 1,294,979.62 287,412.91 1,007 ,566. 71 6,866,435.89 2008 15 1,294,979.62 250,638.39 1,044,341.23 5,822,094.66 2009 16 1,294,979.62 212,520.61 1,082,459.01 4,739,635.65 2010 17 1,294,979.62 173,010.48 1,121,969.14 3,617,666.51 2011 18 1,294,979.62 132,057.09 1,162,922.53 2,454,743.98 2012 19 1,294,979.62 89,607.67 1,205,371.95 1,249,~12.03 2013 20 1,294,979.56 ~ 45,607.53 1,249,372.03 0.00 Totals 26,300,734.61 7,721,923.75 18,578,810.86 "'Principal outstanding may reflect disbursements during repayment term. " . . RESOLUTION NO. 2008-R-12 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EDGEWATER, FLORIDA, MODIFYING THE SCHEDULE OF COSTSIFEES ASSOCIATED 'VITH CHAPTER 19 (UTILITIES AND SERVICES); CODE OF ORDINANCES AND VARIOUS ADl\1INISTRATIVE FEES RELATING TO THE FINANCE DEPARTMENT; REPEALING RESOLUTIONS IN CONFLICT HEREWITH; PROVIDING FOR SEVERABILITY AND AP~LICABIL.ITY AND ESTABLISHiNG AN EFFECTIVE DATE.. WHEREAS, the City Council of the City of Edgewater, Florida, has made the following determinations: 1. The City had adopted several ordinances and resolutions establishing various schedules of costs/fees and surcharges relating to the Code of Ordinances, Land Development Code and administrative costs/fees. 2. During 2006, Council adopted Resolution No. 2006-R-09 which incorporated the Schedule ofCostslFees associated with Chapter 19 (Utilities and Services). 3. The Schedule of CostslFees (which is attached hereto and incorporated herein as "Exhibit "A") has now been modified to reflect an increase in Chapter 19 (Utilities and Services) Section 19-12 thru 19-130. This modification would increase the monthly residential and commercial customer charge. 4. The Schedule of CostslFees includes various administrative fees and costs relating to the Finance Department NOyY THEREFOREj BE IT RESOLVED by the City Council ofthe City of Edgewater, Florida: 2008-R-12 ,\ Section 1. Modifying the Schedule of CostslFees for Chapter 19 (Utilities and Services). Pursuant to the Code of Ordinances, the schedule of costs/fees and administrative fees as . set forth in Exhibit "A", attached hereto and incorporated by reference, is hereby established. Section 2. Conflicting; Provisions. All resolutions or parts of resolutions In conflict herewith be and same are hereby repealed. Section 3. Severability and Applicability. If any portion of this resolution is for any reason held or declared to be unconstitutional, inoperative, or void, such holding shall not affect the remaining portions of this resolution. If this resolution or any provisions thereof shall be held to be inapplicable to any person, property, or circumstances, such holding shall not affect its applicability to any other person, property, or circumstance. Section 4. Adoption and Effective Date. The effective date of this Resolution shall be upon adoption. 2 2008-R-12 .' . , After Motion for approval by fmJiQd\J\[.'fl1tw Ehcrl,," and Second f:IUl{ltltY1c</l (~'O~i', the vote on this resolution was as follows: AYE ~ Mayor Mike Thomas ~ ~ """ Councilwoman Debra J. Rogers Councilwoman Gigi Bennington Councilwoman Harriet B. Rhodes ~ Councilman Ted Cooper ~ PASSED AND DULY ADOPTED this 22nd day of September, 2008. ATTEST: ~"~YY\!.k. Il ) (jNLfjO Bonni-e'Vem:el City Clerk ~--:.. (~C:.y.....) Robin L. i'YIatusidk ParaleglllJ , For the use and rdi3.nc.e only by the City of ~PProved by.the. CitY Council of the City of Edgewater. Florida. Approved as to form and Edgel,vater at a meeting held on this 22nd day legality by: Carolyn Ansay. Esquire of September, 2008 under Agenda Item No. City AHorney . _~ [}oran. Wolfe, AIlsay & l\.~nJid l J 2008-R-12 CHAPTER 19 (UTILITIES AND SE:RVICES) SCHEDULE OF COSTS/FEES Section 19-2. Deposits: Residential service: Water service only...........................................................$ 75.00 Sewer service only............... ........................................... $ 75.00 Water and sewer service................................................. $150.00 Non-residential service...................... Three times average monthly water, sewer and reclaimed service charge. Service charge (to establish account)..........................................$25.00 Restoration from termination of service for potable and/or reclaimed water: during normal working hours $ ~ 30.00 after hours (during work week) :5 75.00 weekends/holidays $100.00 Section 19-12 & 19-34. Water and Sewer Reserved capacity, not connected within twelve ( 12) months of readiness to serve: Water $ 8.'13 Sewer ~ Monthly Base Fee +&49 $ 9.35 lllQ $ 20.5l1month Assessment District when water is deemed to be available: $ 8.'13 $ 9.35 in City $10.5'1 $ 11.69 out of City Charges outside the City shall be in an amount equal to the equivalent charge for a corresponding connection inside the City limits plus a twenty-five percent (25%) surcharge or as allowed by applicable State Statutes, whichever is greater. Section] 9-14. vVater Ratles: up to 2,000 gal. 2.0100 to 6.000 gal. 6,000 to 12,000 gal. 12,000 and higher Residential $ %A-; 9.35 base rate +=-~ 1.46/1,000 gal. 3-:48 3.86/1,000 gal. 4+t 4.56/l ,000 gal. 5.27 5.85/1,000 gal. up to 2.000 gaL 2.000 to 6,000 gal. 6,000 to 12,000 gal. 12.000 and higher Non-Residential 'S &A-; 11.69 base rate +:-H I. 8J! I ,(lOO gal. ;A.g 4.83/1,000 gal. 4-,.t-l 5.70/],000 gal. ~.2: 7.31/1.000 gal. 4 2008-R-12 ~ Charges otltside the City shall be in an amount equal to the equivalent charge tor a corresponding connection inside the City limits plus a twenty-five percent (25%) surcharge or as allowed by applicable State Statutes, whichever is greater. Section 19-34 & 19-36. Sewer Fees: Sewer Connection Charge: Sewer Rates: $158.05 $ 10.06 $ 3.35 $165.32 $ lL..l.Q base rate 3.50 per gallon County and City InterJocal Water and Wastewater Agreement Pursuant to an lnterlocal Water and Wastewater Agreement executed on September 2, 1992, the City provides wholesale water service to the County with the County providing wholesale wastewater service to the City. Rates to be charged are as follows: Water Rate Reserved Water Capacity (development fees) $ J..,W- 3.21/1,000gallon ~ 6.40/1,000galJon The above-l isted rates shall increase annually by tive percent (5%). Extraordinary service calls: Meter bench test - there shall be a fifty dollar ($50.00) service charge for a customer request of a meter test for accuracy. The first test if deemed necessary may be waived by the Environmental Services Director. If the meter is found to be inaccurate, this charge will be voided. Extraordinary service calls outside of regular maintenance, shall require a t'.vent)' tive ($2.5.00) fifty dollar ($50.00) charge; for example. locating the meter when covered during sodding or filling on the property. Actual replacement costs shall be charged for meter damage caused by building or construction 011 the property or other causes. The required commercial backtlow device testing shall be conducted by the City at required intervals for a fee of fifty dollars ($50.00) per inspection. Section 19-60. (Solid Waste) Servke charges and rates A. Residential Serviees~ all residential services include single family and multi.family residence; multiple dwelling; trailer park and mobile home park and shall be charged the to! lowing: :; 2008-R-12 ~ January 2005 $16.25 per month tor collection and disposal 1.70 per month for recycling --:ll. per month for equipment reserve fund $18.80 per month January 2006 $17.00 per month tor colleetion and disposal 1.80 per month for recycling --1Q per month [or equipment reserve fund $19.70 per month January 2007 $17.75 per month for collection ll:fId disposal 1.90 por month for recycling ~ per month for equipment reserve fund $20.60 per month Jarilla!)' 2008 .$ I 8.50 per month for collection and disposal 2.00 per month for recycling 1.00 per ffionth for equipment reserve fund $? 1.50 per month $21.45 per month for collection and disposal 2.20 per month for re<.:ycling 23.65 per month base fee In addition to the fees listed above, each location that has more than three (3) cans tor pickup shall be charged an additional ~ $3.00 per can. B. Non-Residenth1l1 Services: non-residential services include all types of business, commercial and professional establishments and shall be charged the following: January 2005 $18.25 per month for collection and disposal 1.70 per month for r~cycling ~ per month for equipment reserve fund $20.80 per month J anum)' 2006 $19.00 per month for collection and disposal 1.80 per month for recycling -------:2Q per month for equipment reserve fund $1 t. 70 per month J.ooUUl)' 2007 :s 19. 75 per month for collection and dispesa-J 1.90 per month for recycling .9 . $22.60 per mDfH.l:1 6 21MJl8-iR-12 ~ . ... .' January 2008 $20.50 per month for collection and disposal 2.00 per month for recycling 1.00 per month for equipment reserve fund $23.50 per month $23.65 per month for collection and disposal 2.20 per month for recycling 25.85 per month base tee In addition to the tees listed above, each location that has more than three (3) cans for pickup shall be charged an additional ~ $3.00 per can. c. Special Pickups: Special pickups of non-bundled yard trash will be assessed a ~ $45.00 minimum charge for up to fOllr (4) cubic yards. Each additional cubic yard will be charged $ I 0.50 $11.50. Section 19-82/19-83. Stormwat,er management utHity fee/Schedule: Charges per EDU will be six dollars ($6.00) seven dollars ($7.00) per month and will consist ofa base fee 0 f ~ $3.40 per EOU applicable to all developed properties, pi us a contribution fee of ~ $3.60 per EOU applicable to all developed property. All non-residential property with site mitigation facilities will not pay the contribution tee. Section 19.97. Water Conservat~on Violation - Civil Penalty I f there is a disconnection of reclaimed water service due to water conservation restrictions and/or violations, each customer will be assessed a twenty tive ($25.00) thirty dollar ($30.00) rc- connection tee for services. Section 19-130. Reclaimed M'{}IDthly ResideilJl~ial Customer Charge: Base Rate (0-20,000 gallons) 20.000 - 30,000 gallons 30,001 + gallons $10.00 -4-W +00 :5 9.50 $ 0.60/1,000 :5 1 .20/ 1,000 Chapter 19 - Ddjnquency fee: A delinquency charge relating t.o the amount due tor water, sewer, reclaimed, refuse and storn1watci' of five pcn:ent (5%) {oil p€frefit (20%) shall be charged if the customer has nOt paid the outstanding amount due within twenty (20) days of the billing date of said charges-;---a delinquency charge of tv;dvc peree-J'H-{ 12%) shall be charged if the customer hns net paid---#te outstanding UffiE}unJ: due within ~) days of the billing datc of s~iE! charges; am:l-a delinquen6~' ch[lr~c O+-+"i.fteen pcTecnt (I5%) shall be charged if the ca:;tomcr hU:J not paid the 7 2008-R-12 ~ , r outstanding amouRt due-wi#rffi-s.i-*~)-Gays-of the biIliflg date of saKi-ekafges. Should there be a fail!lre bv the customer rec:eiving services to pay the bill ig full for said services not later than thirt'l~five (35) days frQm the billiAg date for said service. then said service shall be terminated and shall not be reconnected after discontinuance ll1!til alJ Ras! due bills are fully paid, together with said delinquency- charg~ fQf pas.! due bills and payment of the restoration. service charge. ABana) Reviewllm:rease: There will be an annual increase in fe'dew of all fees/rates listed herein (water rates, sewer fees and reclaimed water charges) with the increase to be based on the CPI (All Urban Uses as of July) or by thr~e percent (J%) five oercent (5%), whichever is less. CITY OF EDGE WATER ADDITIONAL ADMINISTRATIVE FEES/COSTS FINANCE DEPARTMENT Garage/Yard Sale Permit fees Payments made by telephone $-2-:00 $ 5.00 per request, maximum of two per year :$ 5.00 ~r transaction for any Ci~ payments (utilities. building permits. licenses. etc) 8 2'O,{)8-R-12 \ . ,. 6. ATTACHMENT #2 -" . r ., CITY OF EDGEWATER DRINKING WATER STATE REVOLVING FUND lOAN BUSINESS PLAN SOUTHEAST WATER STORAGE AND PUMP STATION SRF# DW64051 ATTACHMENT #2 METHODS USED TO DEVELOP PROJECTIONS For projecting future year expenses and revenues, the following assumptions were made: Table 1: 1. 1% increase per year in Water Customers and Impact/Connection fee revenue. 2. A rate increase of 6% in Water Sales was used in Year 2010 and 2011. These increases were based on City's previously approved rate increases included in Resolution 2008-R- 12 (copy attached) and due to estimated 1% increase in Customers. 3. City was unable to provide information regarding residential versus commercial water sales. Table 2: 1. A rate increase of 6% in Water and Wastewater/Reclaimed Sales was used in Year 2010 and 2011. These increases were based on City's previously approved rate increases included in Resolution 2008-R-12 (copy attached) and due to estimated 1% increase in Customers. 2. 4% increase per year for all Operations and Maintenance and Administrative Expenses except for depreciation.