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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 06/21/2005East Valley mL*DWater District SPECIAL MEETING JUNE 21, 2005 - 9:00 a.m. EAST VALLEY WATER DISTRICT 3654 E. HIGHLAND AVE., SUITE 12, HIGHLAND, CA. AGENDA CALL TO ORDER PLEDGE OF ALLEGIANCE 1. Public Comments 2. Discussion and Possible action regarding Renewal of the District's Workers' Compensation Package. 3. East Valley Water District's Urban Water Management Study/ Conservation Goals. 4. Discussion and Possible action regarding Estoppel Certificate received from Highlands Star Group, LLC. 5. Discussion and Possible action regarding East Valley Water District's 2005- 2006 Budget. 6. ADJOURN Pursuant to Government Code Section 54954.2(a), any request for a disability -related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above-agendized public meeting should be directed to the District's Administrative Assistant at (909)885-4900 at least 24 hours prior to said meeting. Post: 06/17/05 LILBURN CORPORATION Strategic Planning & Environmental Services Cry, --i May 13, 2005 =2' �u 4, Mr. Paul Dolter District Engineer East Valley Water District 1155 Del Rosa Avenue San Bernardino, CA 92413 SUBJECT: Proposal to Prepare 2005 Update of the EVWD Urban Water Management Plan Dear Paul: Per your request, Lilbum Corporation has reviewed the California Department of Water Resources' "Guidebook to Assist Water Suppliers in the Preparation of a 2005 Urban Water Management Plan" and prepared the enclosed proposal for the District's 2005 UWMP Update. Plans are to be submitted to DWR no later than December 31, 2005. Lilbum Corporation prepared the District's latest UWMP Update for the year 2000; we will use that document as the basis for preparing the 2005 update. A review of the Guidelines document indicates minor changes to the content of the plans but a major change to the overall document format. Additionally, the Guidelines indicate that "suppliers that are not California Urban Water Conservation Council signatories will show Demand Management Measures implementation or scheduled implementation in the DMM section of their UWMP". We are therefore recommending a broader analysis of the WDMMs than has been provided in previous East Valley Water District UWMPs (see section 7.0 of the 2000 Update). To meet the intent of the Guidelines, this will include items listed below. • A discussion of each of the 14 DMMs • For those being implemented, discuss schedule and methods used to evaluate measure's effectiveness • For those scheduled for implementation, describe program, schedule, and methods proposed for effectiveness evaluation • For those DMMs not currently implemented, or scheduled for implementation, evaluate the incremental cost taking into account economic and non -economic factors (environmental, social, health, customer impact, and technological factors) as well as total benefits and total costs. IQni P--:n01AM . ons 4on_1414 . C— ono_IlorLLQM --- -- Mr. Paul Dolter May 13, 2005 Page 2 We have prepared a complete Scope of Work, detailed in the enclosed proposal. As in the past, we will rely on District staff to provide much of the required data concerning customers, water supply sources, use and demands, finances, administrative costs and rate structures, and programs to assist in water demand management (conservation). We recommend a start date of mid-June, 2005 so that information from the District's 2004-05 Fiscal Year and 2005-06 Budget can be incorporated into the plan. This will allow sufficient time to provide for review and input by the public and other agencies of a Draft document, adoption by the Board, provision of copies to surrounding cities and agencies, and submittal to DWR by December 31, 2005. Our total estimated not -to -exceed cost for completion of the UWMP Update for 2005 is $14,500.00. This cost will include the completion of all tasks identified in the attached Scope of Work. Please call me if you have any questions or concerns. Sincerely, , Cheryl G — l A. Tubbs �Z Vice President of Operations cc: Bob Martin, General Manager (w/out attachments) LILBURN CORPORATION Statement "`sranding of the project During California's iron for Local water suppliers opt of the mid_I990,s Plan for their Ion plan for ndroughts ,the State of CaliforniaAB 797 i old ge nture needs. The I rb itsall d take to conserve several programs supplier n 1983 amended n Water nerve duringedrou�e an aPP10Priate level 2661 in 1990 with th IItent tont Planning Act was water as well as all drought and to - °f reliability - its regu. that eve as adopted as all Public and private water su plement effective water water service sufficient to every urban walter mens or that provide more than 3 that Provide water fornagement strategies, The eet de ands ,000 acre-feet of rnutucipal Act applies to Urban water suppliers water per year. Purposes to 3,000 or more ana (endingin five are nd sub - u December 3 and zero), and sub update their Urban 1 • The plans Fater Urban WaterM nanas are review nem to the State De Mgement Plans eve elfa plan gement ed by DWR staff to de rmineo oWaterReso every ears gible inthho °prPorates 9Act, results are urces (DWR) by any comments Provided evieteness puls�t to the drought assistance and/or other received from D tR ugh a review letter. The cu WR fun qualifies the w completeness to b hent UWD•Zp forEV ding, water supplier to be be supplemented WD Wi11 be used supplies, de with data corn as the basis of District. T1i�keds' and dem Piled for the past five p1ePn8the Year 2005 Y ob and nl ve of thgement Years in order to update and will growth * aPlanming tool that can is to P ovidMs e the D strictt may beWaterte Projected implemented b ate To Pacts on the region's water asutt pl used to dress y. re the Cnty of Ili Y the ad regional water demands an and, and Meet the intent of the Guidelines, gV Population Management Meas WD s 2005 Plan include at a ures, as identified in the will be supplemented Districtminimum, a discussion o to ad intends to - f each D Guidelines. Itis envisioned that dress Demand scheduled for ' plement °f the 14 D the measures t Implementation the doImplemented, For e ll d a description Of the pin will Gusto along Into account eco m. will include n Ids not current! Y measures the Customer impact and technolo n°mio evaluation of the y Implemented, or gical factorsndnon-eeoIIO�cfactors incremental costs of Scope of Work ) as well as total benefits and of (environmental social, health, The following tasks will be performed in P1n; updating the District's current Urban Water Dina Task 1: Pro•ect Kick-off Meetin gement An initial Project sco cooperativeI Ping meeting will be Y determine the need for c held with the the District conce � mind ollecting additional data in oto evaluate available Programs, = the current water co water supply and de nsery data and muni data, er ation po r t, 'On will be gathered from P°pulation/land)' rate structures, public education use data. A review of potential ------------------------------------------ I ------------------------------------------------- ` I D =Y U5°r ='' :�C712B�N'�Wz�'TE�2:�„ ��GEIVIEN`T�RL�`A� , concerns of customers and the general public will also be conducted. The intent of the meeting will be to ensure all issues are understood prior to undertaking any data collection efforts. DWR has compiled a checklist for their use in plan reviews; this will be used as the basis for data collection needs. The District may wish to notify the public that the plan update is underway and that comments regarding long-range water supply planning and water conservation may be accepted. We will also identify agencies to be involved in the planning process, and/or that will provide relevant water supply and planning data (e.g. City of San Bernardino, City of Highland, San Bernardino Valley Municipal Water District). Task 2: Prepare Draft UWMP The UWMP will be updated to the current year and provide for a 2005 Plan, with a 20 -year planning horizon (optional 25 -Year). Information required in the current DWR Guidelines will be compiled by section as listed below. Section 1: Agency Coordination This section of the Plan will discuss information regarding participation in area, regional, watershed or basin -wide plans and the anticipated benefits. We will contact other water suppliers, water management agencies and other relevant public agencies to request input to the Plan's development. In accordance with the Guidelines, others will be notified when the Draft UWMP is available for review. Water management tools (e.g. participation in or use of other regional plans) to maximize resources and reduce reliance on imported water will be discussed. Section 2: Service Area Information and Proiections A discussion of the District's service area population, with projections for 20 years at 5 -year increments will be provided. We will use information provided by the City of Highland and the Southern California Association of Governments (SCAG). Other demographic data affecting water management such as housing density, projected land use growth, and income levels should be included and will be collected from the City of Highland and County of San Bernardino. This section will also include a discussion of climatic conditions (e.g. temperature, ETo, and rainfall); data will be gathered from the County and any records kept by the District. Section 3: Water Sources This section will include an identification of existing and planned water supply sources, with projections for 20 -years at 5 -year increments. Since the District's primary source of water is groundwater,.the following shall also be included: • Describe groundwater basin and whether in overdraft • Identify any groundwater management plans • Describe and analyze location, amount, and sufficiency of groundwater produced over past five years • Describe and analyze location, amount, and sufficiency of groundwater projected to be produced Section 4: Reliability of Supply We will use historic records to determine single -dry and multiple -dry periods for each watershed from which the District receives a water supply (e.g. Santa Ana River watershed and State Project Water). The intent is to show reliability (or vulnerability) of the supplies based on seasonal or climatic shortages. If shortages are identified, the Plan will include actions and quantities required for replacing or supplementing existing water supplies. Section 5: Transfer and Exchange Opportunities A description of opportunities for water exchanges and transfers will be included. The quantities associated with any proposed agreements as well as the terms of the agreements) will be addressed. This may also include exchanges for purposes of improved water quality or cost reductions. The UWMP Act encourages suppliers to explore how transfers/exchanges could improve the reliability, quality, financial health, or other factors of their water supply. Section 6: Water Use by Customer Type The past, current, and projected water uses by customer type will be shown to indicate growth pattems and assist in projecting future water demands. General Plan and zoning data from the City of Highland will be used for the 5 -year incremental projections. This section will also quantify sales to other agencies, unaccounted for water, and additional uses and losses. Section 7: Demand Management Measures This section will include a description of the fourteen Demand Management Measures compiled by DWR and discuss whether they are being implemented, or proposed for implementation by the District. We propose to complete a spreadsheet for any DMMs that could feasibly by considered by EV WD in the future as well as for those presently being implemented. Justification for not considering certain of the DMMs will be provided in this section. Justification takes into account economic and non -economic factors, including environmental, social, health, customer impact, and technological factors. .�d., •'°pix ±,�'. . Section 8: Planned Water Supply Proiects and Programs This section will document any water supply projects/programs that will assist the District in meeting the total projected water use. These will be programs identified in addition to any DMMs. Any programs under consideration will include projected water supply increases, schedules, and costs. Section 9: Development of Desalinated Water Any opportunities for the development of brackish water or groundwater requiring desalination for potable use or irrigation use will be identified and supplies quantified Water Shortage Contingency Plan The UWMP is also required to include an urban water shortage contingency analysis and an evaluation of alternative measures and water supply improvement actions in order to ensure a long- term reliable water supply. Lilburn Corporation will include EVWD's current Contingency Plan along with any updates that may have occurred during the past five years. Recycled Water Plan To the extent any recycled water supply opportunities may exist with the San Remardino Regional Wastewater Treatment Plant, these supplies will be identified and quantified. Water Oualitv Impacts on Reliability Any future impacts to the water supply, from water quality will be projected, in five-year increments. Task 4: Prepare Draft UWMP A preliminary Draft UWMP to be reviewed by the District will be prepared. Staffcomments will be incorporated into the Draft document that will then be available for a public hearing. Task 5: Public Hearing A public hearing will be scheduled by the District's Board of Directors prior to the Plan's adoption. We will attend the hearing and if requested, summarize the findings, conservation measures proposed, and associated costs and other impacts. Task 6: Prepare Final Plan Following the public hearing, we will meet with District staff and discuss any necessary changes to the plan. A Final UWMP will be prepared for the Board's adoption. The Final UWMP should be filed with DWR within 30 days of adoption. 0 Schedule and Milestones We recommend a start date of mid-June, 2005 so that information from the District's 2004-05 Fiscal Year and the FY 2005-06 Budget can be incorporated into the plan. This will allow sufficient time to provide for review and input by the public and other agencies of a Draft document, adoption by the Board of Directors, provision of copies to surrounding cities and agencies, and submittal to D WR by December 31, 2005. We anticipate a draft document to be completed by September 16, 2005. The timeline between data collection and completion of a draft document is extended to provide sufficient staff time to compile data, during the summer months when schedules often include holiday/vacation time. PROJECT SCHEDULE — MILESTONE DATES Authorization to Proceed June 13, 2005 Kick-off Meeting/Begin Data Collection June 27, 2005 Meeting with Other Agencies July 20, 2005 Complete Preliminary Draft of UWMP September 16, 2005 Staff Review Completed October 5, 2005 Incorporate Staff Comments October 14, 2005 Review Complete By Other A encies October 31, 2005 Incorporate Agency Comments November 11, 2005 Complete Final UWMP November 21, 2005 Public Hearing December 6, 2005 File UWMP With DWR December 20, 2005 Project Cost Our total proposed not -to -exceed cost for completing EV WD's 2005 Urban Water Management Plan Update is Fourteen Thousand Five Hundred Dollars ($14,500.00). Details of labor and expense costs are provided below. Staff Labor/Expense Classification Total Hours Rate/Hour Total Cost Cheryl Tubbs Principal 76 $170 $12,920.00 Troy Goodwalt Graphic Design Manager 6 $85 510.00 Mary Jones Document Production Mgr. 12 $58 696.00 Other Direct Costs 374.00 TOTALS 106 $14,500.00 Hours include preparation of Draft and Final documents, attendance at EVWD staff meetings (includes two), attendance at one public hearing, and meetings with other agencies (includes two). Other Direct Costs will include travel expenses for meetings with staff and other agencies, document production, and mailing. DATA REQUESTED FOR PREPARATION OF 2005 UWMP UPDATE Current Service Area Population Map of Sphere of Influence and Current Service Area Boundaries Rainfall Records Kept -Any Current & Projected Water Supplies Groundwater Management Plans -Regional Groundwater Production from Past 5 Years Available Groundwater/Surface Water Supplies for Water Exchanges and Transfers -Opportunities Water Use by Customer/Meter Type for Past 5 Years Sales to Other Agencies for Past 5 Years Unaccounted for Water for Past 5 Years Other Uses or Losses for Past 5 Years -Any Planned Water Supply Projects and Programs (Schedules & Costs Water Shortage Contingency Plans or Ordinances Water Ouality Impacts on Water Supply Projections Current FY Budget and CIP DEMAND MANAGEMENT MEASURES. IMPLEMENTATION Yes No or those implemented, need description & cost data 1. Residential Water Survey Programs 2. Residential Plumbing Retrofit Programs 3. System Water Audits/Leak Detection & Repair 4. Metering with Commodity Rates for New & Retrofit Connections 5. Large Landscape Conservation Programs or Incentives 6. High -efficiency Washing Machine Rebate Programs 7. Public Information Programs 8. School Education Programs 9. Commercial, Industrial & Institutional Customer Conser- vation Programs 10. Wholesale Agency Preograms 11. Conservation Pricing 12. Water Conservation Coordinator 13. Water Waste Prohibition 14. Residential Ultra-low Flush Toilet Replacement -Program OTHERS Desalinated Water Programs Proposed Recycled Water Programs Proposed Yucaipa Valley Water District 12770 Second Street, Yucaipa, California 92399 Water; Sewer and' Recycled Water Rate Analysis April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Table of Contents ExecutiveSummary ......................................................................................................................3 1. Introduction.......................................................................................................................5 1.1. Overview of the Yucaipa Valley Water District......................................................6 1.1.1. Land Use Within the District......................................................................6 1.1.2. Governance and Management..................................................................6 1.1.3. Development Impact Fee Overview...........................................................8 1.1.4. Supplemental Water Purchases in 2004 and 2005 ...................................9 1.2. Common Questions and Answers.........................................................................9 2. Economic Assessment....................................................................................................13 2.1. The Economic Nature of Utility Operations.........................................................13 2.2. Basis of Accounting in Utility Operations.............................................................13 2.3. Fiscal Year 2004 Audited Financial Statements..................................................14 2.4. Evaluation of Current Financial Condition...........................................................16 2.4.1. Net Operating Revenue Analysis.............................................................16 2.4.2. Capitalization Ratio Analysis...................................................................16 2.4.3. Rate of Return Analysis...................:.......................................:................16 2.4.4. Depreciation Analysis..............................................................................17 2.4.5. Comparison of Capital Assets.................................................................18 3. An Assessment of Projected Revenue Requirements....................................................19 3.1. Current and Projected Customer Base................................................................19 3.2. Evaluation of Water Demands.............................................................................21 3.3. Operating Expense Projections...........................................................................22 3.3.1. Water Division Expense Projections........................................................23 3.3.1.1. Cost of Supplemental Water Supply - SBVMWD...................23 3.3.1.2. Cost of Supplemental Water Supply — SGPWA.....................24 3.3.2. Wastewater Division Expense Projections..............................................24 3.3.3. Recycled Water Division Expense Projections........................................25 3.4. Capital Expenditures and Debt Service Obligations............................................25 3.4.1. Water Division Capital Improvement Projects.........................................25 3.4.1.1. Yucaipa Valley Regional Water Filtration Facility...................25 3.4.1.2. Non -Potable Water System Improvements ............................26 3.4.1.3. Potable Water Distribution System - Storage Reservoirs ......26 3.4.1.4. Potable Water Distribution System - Pumping Facilities ........ 26 3.4.1.5. Potable Water Distribution System - Transmission Pipelines 26 3.4.1.6. Potable Water Distribution System - Distribution Pipelines.... 27 3.4.1.7. Potable Water Distribution System - Wells ............................27 3.4.2. Wastewater Division Capital Improvement Projects................................27 Page 1 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.4.2.1. Wastewater Treatment...........................................................28 3.4.2.2. Western Regional Interceptor Facilities.................................28 3.4.2.3. Lit Station Improvements......................................................28 3.4.2.4. Wastewater Collection System..............................................28 3.4.3. Debt Service Obligations.........................................................................29 3.5. ERAF III and the Implications for YVWD.............................................................29 3.5.1. California Property Tax Overview............................................................29 3.5.2. Educational Revenue Augmentation Fund III (ERAF III) .........................30 3.5.3. Overview of Property Tax Revenues for YVWD......................................32 4. Summary of Rate Structure Changes.............................................................................34 4.1. Assembly Bill 2115 — Property Tax Shift.............................................................34 4.2. Water and Wastewater Overview........................................................................34 4.2.1. Water Division..............................................................................:...........36 4.2.2. Wastewater Division................................................................................36 4.3. The YVWD Financial Rate Projection Model.......................................................37 4.3.1. Future Conditions and Projected Parameters..........................................38 4.3.2. Water Division Analysis...........................................................................38 4.3.3. Wastewater Division Analysis..................................................................39 4.3.4. Recycled Water Division Analysis...........................................................39 4.3.5. Important Elements Included and Not Included in Rate Analysis ............ 39 5. Attachments: Attachment A Proposed Resolution No. 13-2005 ............................................40 Attachment B Resources & Citations Utilized in the Preparation of this RateAnalysis............................................................................54 Attachment C H.R.1008..................................................................................55 Attachment D State and City Gives & Takes since Proposition 13 ..................59 Attachment E ERAF III Shift Confirmation.......................................................65 Attachment F Water Related Regulations.......................................................67 Page 2 April 29, Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Executive Summary At the board workshop on November 8, 2004, the District staff presented a proposed supplemental water rate structure for the purpose of purchasing imported water from San Bernardino Valley Municipal Water District and San Gorgonio Pass Water Agency. Upon discussing this proposed rate structure, the Board recommended that District staff prepare a more comprehensive rate analysis that takes into consideration, not only supplemental water, but also all proposed projects, regulatory requirements, inflation, customer growth, system demands, and other related issues. District staff completed the comprehensive financial report and rate analysis which was provided to the board and the public at a workshop on March 23d. This rate analysis was further refined with input from the public and board members at subsequent workshops on March 28"', April 7d', April 11d', April 18d', April 25th and May 2nd. The reason for preparing this comprehensive rate analysis is primarily due to the following significant financial issues experienced by the District: • The District lost over $2.2 million in property tax revenue to the State of California as a result of ERAF III in fiscal years 2005 and 2006. While the District is pursuing legislation for the early reinstatement of property taxes in fiscal year 2006, the District is anticipating a total loss of $2.2 million with the return of the property tax increment beginning again in fiscal year 2007. • The District is purchasing supplemental water supplies from San Bernardino Valley Municipal Water District and the San Gorgonio Pass Water Agency to offset current groundwater, production as a method of making our water resources more reliable. During 2005 and 2006, the District will operate an interim water filtration facility to help meet projected water demands. • The District is required to upgrade the wastewater treatment plant to meet stringent nitrogen limits and to prepare for the addition of reverse osmosis technology pursuant to the basin plan adopted in late 2004. The facilities necessary to meet the new nitrogen requirements are expected to cost $27 million. The District has not budgeted for the costs associated with the reverse osmosis facility that will be required in the future. • The District is experiencing significant overall increases in expenses such as prevailing wages, concrete, steel, fuel, workers compensation, pension payments, etc... ► The District's workers compensation expenses have increased from $52,666 in 2001 to $335,297 in 2004. This represents an overall increase of 537%. ► At the wastewater treatment plant, the District has experienced: • A 9% annual increase in biosolid disposal rates over the past five years; and • A 17% annual increase in the cost of disinfection related chemicals. • The District is required to construct facilities to remove water from San Timoteo Creek to meet the basin plan requirements. This pipeline project is estimated to cost $17.5 million. This pipeline will allow the District greater access to recycled water and minimize future NPDES related costs. This rate analysis is intensely comprehensive due to the fact that it incorporates the implementation of numerous financial, environmental, regulatory and long-term visionary policies into one document that can be used as a tool to communicate with the public. Specifically, this document includes numerous policy discussions that are presented in such a manner that allows the public to understand the broad concepts and how each issue is intertwined with other issues in the general operation of the District. It is not the intent of this document to secure or promote full funding for all policies discussed. Rather, the intent is to Page 3 April 29, Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis show that the District is a complex and multifaceted business with the responsibility of protecting and enhancing the infrastructure that is required to promote the local and regional economy and overall quality of Iffe of our customers. Throughout this document, the following policies will be addressed: • Maximization of the protection of the groundwater basins with respect to quality and quantity of available water; • Development of a regional recycled water project with the capability to integrate additional water supplies to enhance the drought tolerance of the entire community; • Implementation of reasonable depreciation planning consistent with the requirement of asset management included in GASB 34; • Implementation of methods for increasing the reliability and redundancy of various local water resources; • Achievement of full compliance with the Regional Water Quality Control Board and State Water Resources Control Board basin plan objectives and maximum benefit analysis; • Ability to implement a wireless grid for interactive facility control and customer meter monitoring; • Establishment of methods to improve communications with customers; • Clearly identified classifications for development impact fee scenarios based on the type of development; • Implementation of alternative customer payment methods; • Implementation of rate stabilizing alternatives; • Construction of regional recycled water facilities which will minimize the future cost impacts associated with environmental regulations and NPDES permits; • Full recovery of costs associated with delinquent payment liens; and • The establishment of benchmarking tools to cgntinuously evaluate the financial health of the organization. In summary, the goal of the District is to provide a fair and reasonable financial plan that invests in the community we serve. Perched in the upper portion of the Santa Ana Watershed between the San Andres and San Jacinto fault lines, we are constantly reminded that the region we serve is both beautiful and unique. The challenges we face are not the same, or in some cases even remotely similar, to our neighboring agencies. Therefore, it is incumbent upon the leadership of the Board and management staff to direct the District in such a manner to remain committed to professionally manage the precious water, wastewater and recycled water resources of the Yucaipa Valley in a reliable, efficient and cost effective manner in order to provide the finest service to our customers. Joseph B. Zoba General Manager Page 4 Aprll 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 1.0 Introduction The Yucaipa Valley Water District is made up of a proactive and diverse group of elected officials and employees dedicated to providing reliable water and wastewater service in an efficient, cost effective manner that provides a high level of customer satisfaction. On May 1, 2002, the Board of Directors adopted the following mission statement to clearly reflect the vision and principles that guide the dedicated elected officials and employees of the District. Yucaipa Valley Water District is committed to professionally managing the precious water, wastewater and recycled water resources of the Yucaipa Valley in a reliable, efficient and cost effective manner in order to provide the finest service to our customers, both present and future. We are entrusted to serve the public for the benefit of the community. We believe in responsive, innovative and aggressive service, and take pride in getting the job done right the first time. We encourage a work environment that fosters professionalism, creativity, teamwork and personal accountability. We treat our customers and one another with fairness, dignity, respect and compassion and. exhibit the. utmost integrity in all we do. We believe in enhancing the environment by following a general philosophy of eliminating waste and maximizing recycling and reuse of our natural resources. ' We are committed to using the following operating principles as a guide to accomplishing our mission: • We are proactive in our approach to issues. • We are committed to integrity and consistently high ethical standards in all our business dealings. • We use the strategic planning process to focus our efforts and minimize our crisis management mode. • We make informed, rational and objective decisions. • We aggressively pursue technological solutions to improve operations. • We are inclusive in our decision making and delegate responsibility whenever possible. • We design our services around customer wants and needs to the degree possible within our financial and regulatory constraints. • We cultivate widespread commitment to common goals. We believe our success depends on every employee knowing and sharing these values and principles This comprehensive Water, Wastewater and Recycled Water Rate Analysis has been prepared with the District's mission statement in mind to link the financial health of the District with our commitment to professionally manage the precious water, wastewater and recycled water Page 5 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis resources of the Yucaipa Valley in a reliable, efficient and cost effective manner in order to provide the finest service to our customers, both present and future. To meet the mission of the District, the Board and staff members continue to proactively focus on water quality issues, water supply issues, infrastructure deficiencies, maintenance of existing systems and compliance with increasingly stringent regulatory requirements. 1.1 Overview of the Yucaipa Valley Water District The Yucaipa Valley Water District was formed as part of reorganization, pursuant to the Reorganization Act of 1965, being Division I of Title 6 of the Government Code of the State of California. This reorganization consisted of the formation of the District, dissolution of the Calimesa Water District and formation of Improvement District No. 1 of the District as successor -in -interest, and dissolution of Improvement District "A" of the San Bernardino Valley Municipal Water District and the formation of Improvement District "A" of the District as successor -in -interest. On September 14, 1971, the Secretary of State of the State of California certified and declared formation of the Yucaipa Valley County Water District. The District operates under the County Water District Law, being Division 12 of the State of California Water Code (the "Act"). Although the immediate function of the District was to provide water service, the District has assumed responsibility for providing recycled water and wastewater service in Yucaipa Valley. The District is located about 70 miles east of Los Angeles and 20 miles southeast of San Bernardino in the foothills of the San Bernardino Mountains and has a population of approximately 48,350. The District is situated in both San Bernardino County and Riverside County. 1.1.1 Land Use Within the District The altitude of the District rises from about 2,000 feet above sea level at the western end of the valley to about 5,000 feet at the eastern end, with average elevation of roughly 2,650 feet. The topography of the area is characterized by rolling hills separated by deeply entrenched stream beds, namely, the Yucaipa and Wilson Creeks. The District includes the incorporated cities of Yucaipa and Calimesa which are in San Bernardino and Riverside Counties respectively. The District projects that the undeveloped land within its boundaries will continue to be developed consistent with the general plans as provided by the City of Yucaipa and the City of Calimesa. The projected population of the District in the year 2030 will be approximately 94,800, which reflects buildout of the City of Calimesa and the Oak Valley development. Although approximately 49.8% of the land within the boundaries of the District is currently undeveloped, less than 1% of District water sales are to agricultural water users. 1.1.2 Governance and Management The District is governed by a 5 -member board of directors (the "Board"), the members of which are elected from five separate divisions of the District for staggered 4 -year terms. Page 6 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recyded Water Rate Analysis (SetwY/In Division Boundaries yr `iy^ti'4S',v,`•,Kii....�-%=r<>_�.c +�y r,"+1. t"'F' -'J,J� :�; int • .�. - -r.'{ "`14f c�r: " - � � ' �. ..._ '•`:-:•, �`'i:'?��".-ttt,� The current Board members and their occupations are provided below. Member of the Division Initial Date Occupation Board of Directors Geno Gasponi of Service Conrad Nelson Bruce Grenlund, President Two 12/23/1998 Senior District Attorney Investigator David Lesser, Vice President Three 11/28/1989 Engineer Tom Shalhoub, Director One 1210511997 Retired Entrepreneur Henry Wochholz, Director Five 11/03/1971 Retired Bank Executive The following individuals have served as President of the Board since the District was created in 1972. Yucaipa Valley Water District December 1973 to November 1975 Hank Wochholz January 1992 to November 1993 David Lesser December 1975 to October 1977 Geno Gasponi December 1993 to December 1995 Conrad Nelson November 1977 to November 1979 Eve Kraft December 1995 to December 1998 Steve Copelan December 1979 to December 1983 Pete Squires January 1999 to November 2002 Conrad Nelson January 1984 to December 1987 Fred Childs December 2002 to Present Bruce Granlund January 1988 to November 1989 Georce Sardeson Page 7 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Day-to-day management of the District is delegated to the General Manager who works closely with an executive team who ultimately oversee all of the District's services and functions. Directors DMslon 1 N Ohectw-MyWIW ]' I gretla-ONbbn 7 I I Dhecror DMebn 4 0 Obedw Joeapb Zoba Geearel Manage Karan Het ExewlNe sawetey Jack Nalece Asslebd General Manage De" Manage - Water Rewurces Vkky E6Mda DisMd Conta ge Charge Bale' OpWagons Manage Anton E enerhp Naiad Manager • Water Produatlon . Ac ntfing • llUdty Sev . rAnsbYCtiM • Water TreeMee • Cue,hxrarsedoa . Meter Services Manapenara • Web GuaMy • Paymn services • Valve Mahaenanoe • Pa7ect PlenNng . VFadewakr TruMent . Ansat Mersrsenerd • Hydrant M•bBenanee • Devalopnent Phmlag • Recyded Water • Envhenn,emd Sneaa • OISIModMng • Reauierey Cwraearae g0 . MWOUNUU a of Water. • Plan Cbek a • Indusobl PabmNunt Wed aea and ReLycw web Inspection per year. This annual 60 1.1.3 Development Impact Fee Overview The District charges each new unit a development impact fee for water, wastewater and recycled water service. This fee is used to offset the capital cost of the water, wastewater and recycled water facilities needed to provide service all new customers regardless of their classification — residential, schools, parks, or businesses. The development impact fee is calculated based on a common residential unit, therefore it is common to see in this report references to equivalent dwelling units, which takes all users and equates their demand on the infrastructure as the equivalent of one or more dwelling units. Over the past three years, the pace of new development within the District has continued at a moderate pace, not as fast as other local areas such as Beaumont and Fontana. The pace of development over the past 36 months has averaged 45 water equivalent dwelling units per month and 48 wastewater 140 equivalent dwelling 120 units per month. This development pace too results in a total of w g0 540 to 576 dwellings per year. This annual 60 rate of development 40 may be sustainable based on the future 20 growth rate within the o District consideringN s N N N N N a o g g g q a, 1 M M M M ) V a p g 4 q g g, g 4; the current state of ae ae the Oak Valley (0z 2 rn z rn z ®# of Water EDUs Paid ®# of Wastewater EDUs Paid April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Project, JP Ranch and the remainder of the Chapman Heights Development. For fiscal year 2004, ending June 30, 2004, the District received $1,706,991 in water development fees for 617 Equivalent Dwelling Units (EDUs) and $2,608,454 in wastewater development fees for 621 Equivalent Dwelling Units (EDUs). 600 500 400 300 200 100 Water Development Impact Fees Received In FY 2004 Ummmm# of EDU§ Paid per Moth Cummulative # of Fees Collected - - - 242 Water Fees Collected In FY2001 591 Water Fees Collected In FY2002 535 Water Fees Collected in FY2003 Wastewater Development Impact Fees Received in FY 2004 800 500 400 300 200 - - - 100 0' # of EDU's Paid per Month Cummulahv # of Fees Collected - - - 238 Sewer Fees collected in FY2D01 —470 Sewer Fees Collected in FY2002 558 Sewer Fees Conecled in FY2003 1.1.4 Supplemental Water Purchase in 2004 and 2005 In 2004, the District purchased supplemental water from San Bernardino Valley Municipal Water District for direct delivery (in the recycled water system) and for spreading activities. The District purchased 1,200 acre feet of water for direct delivery into the non -potable water system at a cost of $125.80/AF, or $150,960 which was paid for by the District's recycled water customers. An additional 1,800 acre feet of imported supplemental water was purchased for recharge of our groundwater basin at a cost of $118.40/AF, or $213,120. In 2005, the District purchased 2,140 acre feet of supplemental water from San Bernardino Valley Municipal Water District for a sum of $269,212 and 555 acre feet of supplemental water from the San Gorgonio Pass Water Agency for $77,145. 1.2 Common Questions and Answers This comprehensive Water, Wastewater, and Recycled Water Rate Analysis has been prepared to evaluate the overall rate structure and components for the services provided by the District. Specifically, the services of drinking water, sanitary sewers and non-potable/recycled water will have been reviewed for all users in the residential, commercial, institutional and industrial sectors. Funding for these critical services within the Yucaipa Valley are recovered from those who use the service - that is, a "user pay" basis. Use is measured by the water meters (both potable and recycled) installed on the water supply to your home/business and on a fixed basis for those customers connected to the sanitary sewer. The following questions and answers have been prepared to help explain how the future rates will need to address system growth, regulatory changes and full cost accounting principles applied to the District and commonly Page 9 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis used for governmental agencies even though the District is managed and operated more like a private business. Why change the existing rate structure? The District maintains a very cost effective rate structure designed with our customers in mind. Unfortunately, the District has recently encountered a series of local, regional and statewide issues that require the District to complete a comprehensive analysis of our current rate structure. In summary, some of the issues pressuring the District's existing rate structure include: • Statewide Issues — ERAF III diverted over $2.2 million in local property taxes previously received by the District to balance the budget of the State of California. See Section 3.5 for additional information. • Regional Issues — In 2004, the State Water Resources Control Board approved the Basin Plan for the Santa Ana Region of the Water Quality Control Board. This regulation requires the District to maintain groundwater quality similar to the quality that existed in the late 1960's and early 1970's. In the near-term, this regulation will require the District to implement nitrogen and TDS reduction strategies immediately on water supplies and wastewater discharges. In the next decade, the District will be required to construct facilities necessary to remove salt molecules from the water and wastewater supply to protect the local groundwater supplies. • Local Issues — The District continues to experience accelerated costs associated with the operation.and maintenance of the water, wastewater and recycled water systems. Specifically, the District's finances have been negatively impacted by accelerated steel costs, fuel costs, construction costs, biosolids handling costs, and supplemental water purchases. In summary, as a result of stringent regulatory requirements placed upon the District's wastewater treatment process and water filtration process, and the integrated approach to solve water/wastewater quality and quantity issues with an aggressive investment in local infrastructure, the District has determined that it is necessary to adjust the water, wastewater and recycled water rates. What will be accomplished by adjusting the rates? The District has designed the proposed rate structure and full-sized billing to accomplish the following goals: • Improve overall revenue stability of the District; • Enhancement of the ability to discuss the complex issues of the District with our customers by providing details to allow our customers to better understand the individual cost elements included in the water, wastewater, and recycled water rates; • Modification of the billing units and fixed costs to allow for a more natural system based on the cost per day and cost per 1,000 gallons for services provided by the District. Why are the Yucaipa Valley Water District's water rates different from other municipalities? Water and wastewater rates are a function of costs and how those costs are recovered. There are specific characteristics unique to each municipality's utility operations and differing regulatory requirements based on geographical location and service population. Yucaipa Valley District currently draws water from local groundwater wells but is progressing towards a more Page 10 ApH129,2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis diversified water supply system relying on groundwater, local surface water, recycled water and supplemental water supplies. This resource mix has been planned for over the past forty years and is now coming to fruition to provide our local community with the highest quality water resources available in a cost effective and reliable manner. Additionally, the District operates a water and recycled water system over a very unique topographical area. Consider for a moment that the District office on Second Street is approximately 70 miles inland from the Pacific Ocean and at an elevation of 2,000 feet above sea level. If you compress this 70 mile distance into a five mile distance keeping the 2,000 feet in elevation change the same, this would represent the working conditions of our water supply system. It takes a great deal of non-renewable energy to move water up in elevation, and likewise, it takes a great capital investment to collect surface water from the upper elevations of the District (when available) and transport this local water supply to the area of water demand. Overall, the District operates a truly unique water delivery system that is more complex than most other water providers in the region. Why are the Yucaipa Valley Water District's wastewater rates different from other municipalities? The District discharges wastewater and utilizes recycled water in the Yucaipa and San Timoteo Water Management Zones as defined by the basin plan adopted on October 2004 by the State Water Resources Control Board and the maximum benefit analysis approved by the Regional Water Quality Control Board Ili April 2005. Located ,at the top of the Santa Ana Watershed, these management zones, or groundwater basins, are highly coveted as superior groundwater quality that must remain pristine.under the Porter -Cologne Act. This means our wastewater treatment requirements are more stringent than most, if not all other municipalities in southern California. While some communities achieve an economy of scale by having fewer, larger wastewater treatment plants, the District needs to maintain smaller, sub -regional facilities to effectively deal with the severe topography of the area. There are many other variables included in the District's wastewater costs, but the examples above highlight some unique aspects of the District's operations. What factors does the District consider when setting water, wastewater and recycled water rates? Since the District acts more like a business than a classical government bureaucracy, cost recovery is a key consideration in our rate review. Other factors in the proposed rate structure include revenue stability, conservation, fairness, economic development, competitiveness, financial sufficiency, cost recovery, ease of implementation and understanding. As the focus or importance of these factors change, the rate structure will be changed as well. When would the new rate structure likely take effect? The proposed rate structure requires Board approval. To ease the impact on property owners, tenants, and businesses and allow customers time to plan for rate adjustments, the structure includes adjustments over a long period of time, starting on June 1, 2005. Why is there a multi-level rate structure on water rates for customers? The main objectives of the multi-level rate structure is to: Page 11 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis • encourage conservation; and, • recover the costs associated with peak use from customers who place a heavier demand on the system. The average residential customer consumes about 33 hundred cubic feet or 25,000 gallons of water per month. The multi-level rate structure includes rates that are increased for excess consumption which affects the above average users as well as lower tiers designed to benefit water users who practice effective conservation. How would the current and proposed rate structure compare for residential customers? There are two components to the proposed water and wastewater rate structure. Fixed Charges - A monthly fixed charge has been established to cover the fixed costs regardless of the amount of water consumed or wastewater discharged. These fixed costs in the water division represent a small percentage of the overall Districts water revenues, currently 15%. The wastewater monthly charge is a fixed fee since the operation of the biological, mechanical and filtering systems of the wastewater treatment plant must continue to operate 24 hours per day 7 days per week regardless of whether a customer is home, at work or on vacation. Consumption Based Charges — A consumption based charge on water and recycled water service has been adopted to charge customers proportionally to the amount of water they use. This multi -tiered consumption charge is used to assist in conservation and fairly allocate the cost of water based on consumption. Will the District reevaluate the costs included in this proposal? The District staff will be reviewing the information in this document at least twice per year. The first review begins in late winter/early spring and concludes with the adoption of the District's budget in June. The second review occurs with the completion of the financial audit report prepared during the summer with Board review and adoption in September. How can I become more Involved In the activities of the District? As a consumer, resident or business owner, the best way to become involved in the activities of the District is to subscribe to our regular meeting agendas. This can be done through our website at www.vvwd.dst.ca.us. The regular committee meetings, workshops, and board meetings are conducted as public meetings and scheduled late in the day and evenings to encourage pubic participation. Also, local government is one of the most effective forms of government since your elected officials and the majority of District employees are also your neighbors. Please feel free to provide us with questions, comments or concerns. April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 2.0 Economic Assessment An important component in the economic evaluation of a municipal service provider is to begin by understanding and evaluating the overall financial health of the District. This section briefly reviews and evaluates the historical and future economic assessment for providing service to the community. 2.1 The Economic Nature of Utility Operations Public utility operations, such as the District's water, wastewater and recycled water operations, provide a service to the community which is essential to public health, protection of the environment, and the local economy. Public utility operations differ from most other types of business entities in that they are highly capital intensive; in capital construction; capital operation/maintenance; and capital replacement. This means that a large amount of capital investment is required to begin and operate a utility compared to most other businesses. The large amount of capital required to fund a utility, combined with operating labor, insurance and other costs of operation which do not vary with consumption of water consumed, means that a majority of the costs incurred by a utility (typically 70 to 90 percent) are fixed. Fixed costs are incurred whether or not customers consume water or dispose of wastewater, and are associated with providing the availability of service at the point of consumer use. A smaller proportion of a utility system's cost is variable and changes with the volume of water consumed or quantity of wastewater treated (i.e. the cost of chemicals, power for treatment and pumping, etc.). Due to the large amount of capital required to build and operate a water, wastewater and recycled water utility, most public utilities are monopolies in their service areas. Financing is often required to construct facilities; those providing the capital should receive a fair return on invested funds. Public policy has been established to provide a fair return on invested funds to customers of a pubic utility through relatively low water, wastewater and recycled water rates. These lower rates generally result from the fact that: 1) public utilities do not pay federal income taxes; 2) public utilities receive lower interest rates on financing through tax-exempt bonds; and 3) public utilities do not have to pay dividends to stockholders. Operating funds of a public utility in excess of operating expenses and debt service on financing can be re -invested in the utility system. This reduces the need to finance additional capital and, thus, allows utility rates to be set at a lower level. 2.2 Basis of Accounting in Utility Operations Significant differences exist between the cash and accrual basis of accounting in utility operations. Many public utilities prefer to set rates on the basis of cash requirements. This helps to keep rates at lower levels in the short term. The cash basis includes only cash expenditures of a utility and does not include an allowance for depreciation expense. Depreciation, however, is a significant means of developing cash reserves for future payas- you-go capital investment and replacement. Publicly owned utilities generally use the accrual basis of accounting for financial reporting. This method includes depreciation as an operating expense, and identifies an appropriate rate of return which the utility can earn on its investment in the system assets. Under the accrual basis, depreciation expense (a non-cash item) is included as an operating expense. Page 13 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis The District's Audited Financial Statement is conducted on an accrual basis in accordance with the Generally Accepted Accounting Principals (GAAP) and standards promulgated by the Financial Accounting Standards Board (FASB) and the Governmental Accounting Standards Board (GASB). However, because the District prepares its budgets and long-range capital planning on a cash basis, a cash basis is utilized for this study. 2.3 Fiscal Year 2004 Audited Financial Statements Historical income and expense data for the District have been compiled from the Audited Financial Statements for FY 2004. A couple of brief notes may help to explain this financial summary to customers not familiar with the District's operating statement. • Depreciation Expense - The following financial statement is provided with depreciation listed as an operating expense, both funded and unfunded portions. Most utilities when they examine this type of information do not always list depreciation as an expense since it is a non-cash expense. However, in order to be perfectly truthful, honest and fair to our customers, it is important to convey the fact that not all of the appropriate depreciation is listed. This will result in higher costs in the future when the District will need to replace aged assets without appropriate funds set aside. A summary of the District's recent financial performance is provided in the following table. • 1995 Revenue Bond Payoff - In FY 2004, the District paid off the balance of the 1995 Refunding Revenue Bonds which incurred additional expenses not anticipated in the beginning of the fiscal year. • Capital Contribytions - Capital contributions are appropriately listed in the District's audited financial statements as a non-operating revenue. For this analysis, the capital contributions are not included as part of net income. • Assessment Districts : In preparation of the 2004A Series Revenue Bonds, the Districl closed all remaining assessment districts. Page 14 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis .............. FISCAL YEAR 2004 -•------------ Sources and Uses of Funds Water Wastewater Recycled Assessment Total Water Districts Operating Revenues: Property Taxes Charges for Current Services Other Revenue Operating Revenues Operating Expenses: Salaries and Wages Electrical Power Water Purchases Administrative Services Operating Supplies Maintenance and Repairs Depreciation/Amortization, Funded' Depreciation/Amortizaton, Unfunded2 Insurance, Professional Fees 8 Other Total Operating Expenses 816,588 766,851 114,280 -- 1,697,719 5,772,260 4,663,119 127,624 -- 10,563,003 767,664 34,168 - • 801,722 7,356,412 5,464,128 241,904 •- 13,062,444 2,806,457 1,396,428 -- -- 4,202,885 1,398,494 421,710 -- -- 1,820,204 214,839 -- 165,023 -- 379,862 376,321 825,604 891 -- 1,202,816 233,143 721,022 869 -- 955,034 310,579 424,991 4,539 -- 740,109 1,000,000 725,000 -- -- 1,725,000 348,780 1,179,820 10,712 -- 1,539,312 720,837 231,169 4,223 956,229 7,409,450 5,925,744 186,257 -• 13,521,451 Net Operating Revenue (53,038) (461,616) 55,647 -- (540,993) Not Operating Revenue as a Percentage (0.7%) (8.4%) 23.0% - • (4.1°k) of Operating Revenue Non -Operating Revenue (Expenses): Interest Income 121,842 168,417 238 590 291,087 Other Income 8,710 -- 15,580 14,980 39,270 Loss on Disposal of AssetsGond Costs (389,512) (137,257) - - -- (526,769) Interest 8 Other Expense (59,368) (641,030) (600,398) Total Non -Operating (318,328) (509,870) 15,818 15,570 (796,810) Net Income (Loss) (371,366) (971,486) 71,465 15,570 (255,817) Interfund Transfer In (Transfers Out) -- 206,662 -- (206,662) 0 Capital Contributions 7,882,819 4,588,081 4,530,246 -- 17,001,146 Change in Net Assets 7,511,453 3,823,257 4,601,711 (191,092) 15,745,329 Not Assets -June 30, 2004 56,340,921 76,596,478 6,441,380 •. 139,380,779 As shown in the table above, the percentage of net operating revenue to total operating revenue is negative 0.7% for the water, negative 8.4% for the wastewater division, and a positive 23% for the recycled water division. These low net operating revenues are due primarily to including the unfunded depreciation/amortization in these divisions. If depreciation/amortization was not included in the financial summary above, the District would show the percentage of net operating revenue to total operating revenue in the water, wastewater and recycled water divisions of 17.6%, 26.4%, and 27.4%, respectively. ' The FY 2004 Operating Budget did not Include full funding for the depreciation of the assets used by the existing ratepayers. In FY 2004, the District funded a total of $1,725,000 with a total of $1,539,312 in unfunded depredation. As discussed in Section 2.3.4, depreciation Is Identified by the District as an expenses even though it represents an estimate of the annual cost of using the assets. Other agencies may not identify depreciation in their rate analyses since a cost is not incurred, but by showing this expense, the District is able to evaluate our economic condition both with the funded portion of depreciation and the total depreciation. Y In the FY 2004 Audited Financial Statements, depreciationlamortization for the water division is $1,348,780, depreciation/amortization for the wastewater division Is $1,904,820 and the and depreciation/amortzation for the recycled water division is $10,712. Page 15 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 2.4 Evaluation of Current Financial Condition The financial condition of the District can be evaluated by applying several of the economic parameters. Among these methods is the percentage of net -to -total operating revenues, capitalization ratio, rate of return, and the funding/depreciation policy. Each of these parameters provides valuable information when assessing the District's financial adequacy. 2.4.1 Net Operating Revenue Analysis Net operating revenues represent the amount of funds remaining after day-to-day operating expenses are subtracted from operating revenues. Net revenues provide for debt service payments and revenue -paid capital expenditures. Since a positive cash flow is required for debt payments, net operating revenues should always be positive, and should be 20 to 40 percent of total operating revenues. This range depends largely on the level of net non-operating revenues and expenses, such as interest earnings, debt service, and in -lieu taxes. If net operating revenues are negative, revenues collected are not providing for ongoing operating costs and are not contributing to payment of utility capital costs. As indicated previously, while the District is appropriately covering the daily operating expenses, the District is not generating a sufficient level of operating revenues to fully fund depreciation. 2.4.2 Capitalization Ratio Analysis The capitalization ratio is a measure of the amount of the utility plant in service which is owned and has been paid for by the ratepayers and the amount of the utility assets which has been financed. The capitalization ratio for a utility system relates the' amount of debt outstanding relative to the present depreciated cost of the utility assets, and equals one minus the debt ratio, where the debt ratio is the total debt divided by the total value of the fixed assets. Under normal financial conditions, utility operations are considered financially sound if the capitalization ratio is at least 30 percent. Capitalization _ Ratio =1— Debt _ Ratio Debt -Ratio = Total- Outsanding -Debt Depreciated - Fixed _ Assets If net operating revenues are positive by an appropriate amount, a utility will have funds to pay for new capital projects and the capitalization ratio for the utility will remain at the same level or increase. If net operating revenues are less than sufficient to maintain the utility's capitalization ratio, the ratio will decline. A declining capitalization ratio indicates revenues are not providing for the same proportion of paid capital expenditures (equity) as had occurred in the past and that the debt ratio is increasing. Since the District was essentially without capital debt during FY 2004, the capitalization ratio analysis is not appropriate as a measure of economic health. This tool will be applied in future rate studies as an economic indicator of the District. 2.4.3 Rate of Return Analysis Utilities that finance all capital requirements should have a computed rate of return which is equal to the interest cost on its debt. Normally, utilities which use financing to a large extent own 10 to 40 percent of the utility's assets. The rate of return for these utilities typically ranges Page 16 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis from 5 to 8 percent. When 40 to 70 percent of the assets are owned, a rate of return allowance of 8 to 11 percent is generally common, if the utility desires to maintain a capitalization ratio in this range. For utilities which are 70 to 100 percent owned, rates of return ranging from 12 to 16 percent are required if the utility desires to continue to pay for all or most of additional capital expenditures from revenues. From the proceeding, it is concluded that with greater ownership in the utility, a higher rate of return on investment is required to maintain or improve the equity position of the utility and to maintain or improve its bond rating. Rate levels should be set so that the rate of return allowance is positive and adequate debt service coverage is provided. The District's rate of return is indicated by the ratio of net operating revenues (total operating revenues minus total operating expenses) to the District's rate base (property, plants and equipment asset value). The District's property, plants and equipment totals $120,315,329. A summary is provided below for each division for the purposes of calculating the rate of return. 2.4.4 Depreciation Analysis Depreciation is a source of internal cash, used for financing normal system replacements or increasing ratepayer's equity in a utility system. Depreciation expense is, in utility financial statements, an estimate of the annual cost of using an asset. Wear and tear, corrosion, action of the elements on a utility asset, and obsolescence are reasons why depreciation expense is recorded as a cost of utility operation. Since depreciation does not normally incur a cost which requires an immediate cash outlay on a day-to-day basis, it is considered a non-cash expense. Cash generated by the recognition of a non-cash expense, such as depreciation, is usually a source of internal financing which allows the utility to pay for and preserve its original investment. In other words, it pays for capital projects involving system renewals and replacements, and funds the retirement of bond debt service. Cash retained should be used in such a manner as to minimize or reduce future capital costs. An example of depreciation funded projects includes the following examples: A. Water Service Line Replacement Program - Consider the 10,000 water service lines currently maintained by the District with a 40 year service line life would require replacement of 250 service lines per year. At a replacement cost of $1,000 per service line, this program requires an annual budget of $250,000. Page 17 April 29, 2005 Water Division wastewater Division Recycled water Division Property, Plants and Equipment $49,846,148 $63,526,473 $6,942,708 Net Operating Revenue (53,038) (461,616) 55,647 With Full Depredation Rate of Return (0.1%) (0.7%) 0.8% Net Operating Revenue 295,742. 718,204 88,359 Without Unfunded Depredation Rate of Return 0.6% 1.1% 1.0% Net Operating Revenue 1,295,742 1,443,204 68,359 Without Depredation Rate of Return 2.6% 2.3% 1.0% 2.4.4 Depreciation Analysis Depreciation is a source of internal cash, used for financing normal system replacements or increasing ratepayer's equity in a utility system. Depreciation expense is, in utility financial statements, an estimate of the annual cost of using an asset. Wear and tear, corrosion, action of the elements on a utility asset, and obsolescence are reasons why depreciation expense is recorded as a cost of utility operation. Since depreciation does not normally incur a cost which requires an immediate cash outlay on a day-to-day basis, it is considered a non-cash expense. Cash generated by the recognition of a non-cash expense, such as depreciation, is usually a source of internal financing which allows the utility to pay for and preserve its original investment. In other words, it pays for capital projects involving system renewals and replacements, and funds the retirement of bond debt service. Cash retained should be used in such a manner as to minimize or reduce future capital costs. An example of depreciation funded projects includes the following examples: A. Water Service Line Replacement Program - Consider the 10,000 water service lines currently maintained by the District with a 40 year service line life would require replacement of 250 service lines per year. At a replacement cost of $1,000 per service line, this program requires an annual budget of $250,000. Page 17 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis B. Water Meter Replacement Program - Consider 10,000 water meters with a 15 year life expectancy would require replacement of 667 water meters per year. At a replacement cost of $325 per water meter, this program requires an annual budget of $216,775. These examples of asset replacement are required as part of the GASB 34 Asset Management requirements to ensure the District adequately maintains the extensive assets under our control. 2.4.5 Comparison of Capital Assets Another useful financial measurement tool is a comparison of capital assets. As shown below, the capital assets of the District have increase steadily over the past fifteen years. Since 1989, the total capital assets have increased 115% percent to exceed $120 million. $120 $100 $80 m $60 $40 $20 $0 Historical Accumulation of Assets — 0 Audited Property, Rant & Equipment 9? O V S q uo S2 tt m Cl O N 0 5 The amount of capital assets is a useful tool to quickly understand the complexity, responsibilities and obligations of an agency. The table below is provided to understand how the District compares to other local water and wastewater providers. Fiscal Reported Capital Assets South Mesa Mutual Water Company 2003 $4,765,953 Western Heights Mutual Water Company 2003 $7,723,732 Beaumont Cherry Valley Water District 2004 $25,554,215 Palmdale Water District 2002 $67,840,979 San Bernardino Valley Municipal Water District 2004 $69,534,640 East Valley Water District 2004 $78,030,065 Yucaipa Valley Water District 2004 $120,315,329 Santa Ana Watershed Project Authority 2004 $135,532,622 Padre Dam Municipal Water District 2002 $142,113,000 Western Municipal Water District 2004 $143,939,223 Helix Water District 2004 $180,500,000 Cucamonga County Water District 2003 $200,847,000 Eastern Municipal Water District 2004 $849,597,359 Page 18 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.0 An Assessment of Revenue Requirements In order to properly assess the District's future revenue requirements, one must first evaluate and understand trends within four specific areas. These areas are: 1) current customer base and projected changes; 2) evaluation of water demands, 3) significant changes in operating expenses including water filtration and wastewater treatment costs, and 4) capital expenditures and debt service obligations. The following is a brief discussion on the impact of these factors on the District's revenue requirements. 3.1 Current and Projected Customer Base A fundamental element for developing service projections is the quantification of customer demand characteristics and the revenues derived from the current schedule of utility charges. This information provides the foundation for integrating projected changes in demands and customer unit rate adjustments. As of June 30, 2004, the District's customer base consisted of the following: • Water service was provided through 10,674 water service connections to a total of 15, 674 Equivalent Dwelling Units. • Wastewater service was provided through 11,844 service connections to 18,671 Equivalent Dwelling Units. • Recycled water service was provided to a total of 26 service connections. The table below contains a detailed breakdown of service connections and EDUs served by each customer. The difference between the number of service connections and the number of dwelling units is represented by multiple units on a property and larger meter sizes for commercial, industrial and institutional customers. The detailed rate analysis focuses on dwelling units for the water division and service connections for the wastewater division. Customer Type Single Family Multiple Units Commercial Institutional Industrial Irrigation Fire Detectors Construction Total Water Utility Wastewater Utility Non-Potable/Recycled Water Utility Number of Number Number of Number Number of Connections of Units Connections of Units Connections 9,732 9,732 10,924 10,924 0 491 5,166 641 7,317 0 193 294 220 326 0 57 67 51 65 0 21 25 8 39 0 78 78 0 0 23 56 560 0 0 46 46 0 0 3 10,674 15,464 11,844 18,671 26 The detailed description of the existing customer base is used as a starting point to project the number and rate of new customers. The chart below illustrates the number of EDUs added to the District's water and wastewater system each year. Notice the slow development period for a five- year period in the early to mid -1990's is part of the economic cycle which will return at some point in time. Page 19 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Even with several large residential and t000 commercial development projects prepared to 800 initiate construction at a o potentially rapid pace, like Summerwind Ranch, s 600 Mesa Verde Estates and JP Ranch, the District will z 400 not over estimate this development potential in this rate study. Several 200 municipalities fell into this trap in the late 1980s and 0 early 1990s and a rapid s pace of development was believed to be normal. When development Mater Development Fees Collected ❑wastewater Development Fees Collects stopped, many agencies found themselves financially over extended since they relied so heavily on the steady cash flow of development impact fees and charges from new growth. Instead, this comprehensive financial report will use the data represented in the graph above as a standardized growth cycle covering a period of fifteen years. This development cycle resulted in an average long-term growth rate of the District is 2.8% per year with the past three years in excess of 5% per year. 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% Annual Percentage Change In Service Connections } } } } T } N N }N yNy }N} —% Water —% Sewer —2.8% Long -Term Annual Change In summary, customer growth affects the District's revenue requirements in two ways. First, it increases the customer base, which provides additional accounts subject to user charges. Secondly, it increases operating costs associated with the delivery and provision of utility Page 20 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis services. The growth projection within the rate analysis model includes a growth projection of 2.8%, which is equivalent to approximately 440 dwelling units in FY 2005. While this is a 70% decrease from comp°°ite Index or 10 Leading Indicators xesesa°."Matopwlad less-1so the development activity in 2003 and 2004, the District staff Composite Index of 10 Leading Indiwtars believes that the economy is '' 118 prepared to soften based on leading economic indicators that e.g. 11e fell 0.4% in March 2005. This is the biggest decline in the e., 114 composite index since 2001. While the current weakness of the index of leading economic ° ° 72 indicators in part reflects the effects of higher energy costs, 0•4 110 there were eight of the ten indicators that were negative s.. 1°e contributors to the index in March. Specifically, these negative eauru: me eo°mesu aeerd nuur u n%wx 044,45 indicators included, jobless claims, vendor performance, building permits, average factory workweek, money supply, consumer expectations, stock prices and non-defense capital goods ordered. The only two positive contributors were the yield curve and consumer goods ordered. 3.2 Evaluation of Water Demands The District only produces potable water sufficient to meet the demands of the community. If there is a large demand for water, like in the summer season, the District will activate most of our water sources to meet the demands. When analyzing the amount of potable water produced on a monthly basis, the seasonality of the water demands becomes readily apparent. 4,000 � 3,500 a yE 3,000 G N 2,500 m m 2,000 0 0 a = 1,500 m 1,000 500 U `m it f Q Q rn� Z 0 —2001 —2002 -2003 —2004 The diagram below illustrates a historical perspective of potable water consumption each year. This chart illustrates the generally increasing trend of water consumption that continues to occur over time. In 2004, the District produced 5.4% more water than in FY 2003 and 3.2% more Aph129,2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis potable water than in FY 2002. Since 1988, the District has averaged an annual water demand increase of 5.5%. 3,500 3,000 S 2,500 0 2,000 1,500 1,000 500 LL � LL LL � LL � LL W LL � LL 4 LL LL LL LL IMM Prior Year Water Consumption O Water consumption (Year -to -Date) —Linear Trendline based on Water Consumption of Prior Yeats The District has been working diligently to expand the non -potable water distribution system throughout the Yucaipa Valley. The chart to the right illustrates how the potable water demands have been held relatively constant with the introduction of non -potable water in August 2002. This chart to the right illustrates the 15.0% percentage of non - potable water demand 12.5% as a percentage of total water demand [potable 10.0% plus non -potable water demands]. The District 7.5% has set a goal of exceeding a 10% non- 5.0% potable water demand which was achieved in 2.5% June 2003 and has roughly been essential) achieved 0.0% each summer. This o goal has been significant for the 0 District, since the quantity of non -potable water demand removed as a demand on the potable water system is equivalent to a large production well producing 1,000 gallons per minute 24 hours per day, seven days a week. 3.3 Operating Expense Projections The main component to project revenue requirements is to provide an estimate of operating expense projections for each District division. Page 22 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.3.1 Water Division Expense Projections The primary cost component of the District's water utility is water supply -related expenses. The elements of these expenses are generally categorized as water purchases, labor, treatment, power/pumping, and debt obligations. Since each of the District's sources of supply incur different costs, the water supply plan will significantly impact utility revenue requirements. Currently, the District's available water supplies consist of three primary sources, local groundwater supplies, Oak Glen surface water supplies and supplemental water supplies. The costs associated with the groundwater supplies and Oak Glen surface water supplies are fairly stable from a perspective of available supply and operating expense. The quantity of water available from Oak Glen surface water sources has been limited by agreement with residents in the community of Oak Glen to 500 gpm, when it is available. Local groundwater sources have been heavily relied upon to deliver the majority of the District's water supply. This supply is also limited, but well managed to provide a stable and reliable source of water. Recent drought conditions have resulted in the District shifting our production capabilities away from local surface water supplies in favor of additional groundwater production. This has increased water related expenses due to the additional groundwater pumping and booster pumping to replace the relatively inexpensive local surface water sources. To properly manage our groundwater supplies, the District has purchased supplemental water from San Bernardino Valley Municipal Water District to recharge the local groundwater supplies and has constructed non -potable water facilities to alleviate the gpantity of groundwater production within the region. The non -potable water facilities provide a benefit to both our potable water customers with improved reliability and provided our non -potable water customers with an untreated water supply which is more appropriate for non -potable uses. Both the non -potable water system and the purchase of supplemental water have resulted in additional water expenses not previously incorporated into the water division rate structure. 3.3.1.1 Cost of Supplemental Water Supplies - SBVMWD The District receives supplemental water from the San Bernardino Valley Municipal Water District and the San Gorgonio Pass Water Agency. Both agencies have established a rate structure for water delivered from the East Branch Extension that includes foxed, variable and marginal components. On November 18, 2002, the San Bernardino Valley Municipal Water District adopted revised rules and regulations for the sale and delivery of water. The adopted water rates consist of a $108/AF energy charge and a $40/AF conveyance charge for a total base price of $148/AF. The following chart illustrates the discounts and surcharges that apply to supplemental water purchases. Criteria mWater ordered prior to December 31' for delivery F c in the following calendar m year. a Payment Method Option i - Payment for 1n a of the water ordered due at the end of each month for the base price. Option 2 - Payment in full by January 31" for discounted rate. Discount/ Water Rate 0% Discount of $148/AF base water rate 15% Discount of $125801AF base water rate Page 23 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Overall, SBVMWD offers the best water rates for planning ahead and paying for the requested water delivery within the first month of the year. However, there is no guarantee with respect to receiving water ordered and paid for at the beginning of the year. It is possible that operational issues with the State Water Project, not the fault of YVWD, and/or lack of rainfall in northern California can result in less water being delivered than paid for by the Yucaipa Valley Water District. For 2005, the Yucaipa Valley Water District has requested the purchase of 2,140 acre feet of supplemental water from San Bernardino Valley Municipal Water District at a cost of $269,212. This supplemental water purchase includes water for direct delivery processed by the Interim Water Filtration Facility and non -potable water for the recycled water system. 3.3.1.2 Cost of Supplemental Water Supplies - SGPWA On February 7, 2005, the San Gorgonio Pass Water Agency adopted rules and regulations for the sale and delivery of supplemental water within their service area. The Yucaipa Valley Water District subsequently purchased 555 acre feet of supplemental water from the San Gorgonio Pass Water Agency in 2005 at a cost of $77,145. This supplemental water purchase includes water for direct delivery processed by the Interim Water Filtration Facility and non -potable water for the recycled water system. 3.3.2 Wastewater Division Expense Projections The expenses for the wastewater division are anticipated to increase as a result of new regulatory requirements, specifically nitrogen and TDS. These regulatory requirements Will add new treatment technology at both facilities in order to meet the low stringent limits established by the Regional Board. Within the next five years the District anticipates receiving grant funding for the brineline construction. This will require a local match that will be made up of state grant funding and local funds. This projection is not included in the wastewater rates at this time since the amount of local participation is unknown. Page 24 April 29, 2005 water ordered for option 1 - Payment for 15° of the water 0% Discount of -a a groundwater recharge prior is due at the end of each Tier II month for base water rate $148fAF a o to December 31° for the base price. F o g delivery during January W rn through May of the folkwing Option 2 -Payment in full by January 310 20% Discount of $118.40/AF year. fordiscountedrate. base water rate Wafer ordered at any time 25% during the calendar year for Payment method pursuant to Section f base ��e $1851AF x E' delivery in the same 4.07 of the Rules and Regulations. rate calendar year. Water purchased from Payment method pursuant to Section SBVMWD for use outside of 4.07 of Bre Rules and Regulations. Rate -- $378.MAF the boundary of SBVMWD. based on DWR Bulletin 132 Appendbc B. Overall, SBVMWD offers the best water rates for planning ahead and paying for the requested water delivery within the first month of the year. However, there is no guarantee with respect to receiving water ordered and paid for at the beginning of the year. It is possible that operational issues with the State Water Project, not the fault of YVWD, and/or lack of rainfall in northern California can result in less water being delivered than paid for by the Yucaipa Valley Water District. For 2005, the Yucaipa Valley Water District has requested the purchase of 2,140 acre feet of supplemental water from San Bernardino Valley Municipal Water District at a cost of $269,212. This supplemental water purchase includes water for direct delivery processed by the Interim Water Filtration Facility and non -potable water for the recycled water system. 3.3.1.2 Cost of Supplemental Water Supplies - SGPWA On February 7, 2005, the San Gorgonio Pass Water Agency adopted rules and regulations for the sale and delivery of supplemental water within their service area. The Yucaipa Valley Water District subsequently purchased 555 acre feet of supplemental water from the San Gorgonio Pass Water Agency in 2005 at a cost of $77,145. This supplemental water purchase includes water for direct delivery processed by the Interim Water Filtration Facility and non -potable water for the recycled water system. 3.3.2 Wastewater Division Expense Projections The expenses for the wastewater division are anticipated to increase as a result of new regulatory requirements, specifically nitrogen and TDS. These regulatory requirements Will add new treatment technology at both facilities in order to meet the low stringent limits established by the Regional Board. Within the next five years the District anticipates receiving grant funding for the brineline construction. This will require a local match that will be made up of state grant funding and local funds. This projection is not included in the wastewater rates at this time since the amount of local participation is unknown. Page 24 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Depreciation continues to be under funded in this division. 3.3.3 Recycled Water Division Expense Proiections The new recycled water division has received matching funds from the water and wastewater divisions. This inter fund transfer is based on the fact that the new recycled water system provides a direct regional benefit to both the water and wastewater divisions. There are no unusual expenses related to this division in this rate analysis. 3.4 Capital Expenditures and Debt Service Obligations Capital expenditures and debt service obligations are projected to comprise a significant component of the District's water and wastewater utility revenue requirements in the future. The majority of the District's capital expenditures are driven by water supply issues, wastewater treatment requirements, and regulatory issues. A projection of the anticipated capital improvement expenditures and each project's funding source is included in the annual budgets. 3.4.1 Water Division Capital Improvement Projects The Water Division Capital Improvement Program (Water - CIP) has been developed to accommodate facility upgrades and system enhancements that have been identified in the 2002 Water Master Plan. Overall, the Water - CIP has identified over $193 million in proposed projects. The proposed Water - CIP has been divided into four phases over the next twenty years. An annual breakdown by fiscal year (FY) is provided for Phase 1 that covers FY 2003 (July 2002 - June 2003) through FY 2007 (July 2006 - June 2007). Phase 2 covers the time period from FY 2008 through FY 2012; Phase 3 covers FY 2013 through FY 2017; and Phase 4 covers FY 2018 through FY 2022. Future phases extend from 2023 through 2050. Periodic updates to this Water - CIP will be necessary to readjust priorities and confirm recommended expenditures. A major expenditure over the next five years is required for design and construction of the new Yucaipa Valley Regional Water Filtration Facility. Other major expenditures include potable water transmission mains to convey water from the new filtration facility, potable water storage reservoirs, and the non -potable water system. Additional identified projects are needed to improve the existing system to continue to provide adequate service to the existing customers in the water service area. Some improvements are also needed to provide service for anticipated future development. 3.4.1.1 Yucaipa Valley Regional Water Filtration Facility The first phase of the Yucaipa Valley Regional Water Filtration Facility will involve the construction of a 12.0 mgd state of the art filtration facility with site planning and layout provisions for the future expansion to an ultimate capacity of 36.0 MGD. This project is being constructed to provide a redundant potable water supply to the existing community and future development, with the goal of eliminating the overdraft on the existing groundwater basin and maximizing the management of the local water resources. April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.4.1.2 Non -Potable Water System Improvements The District is developing facilities to use non -potable water to meet a portion of the water demands of the region. The objective of the non -potable system is to supplement the local potable supply in the most cost effective and efficient manner possible. This project is being constructed to: • Reduce dependence on local groundwater supplies; • Minimize imported water from Northern California; • Reduce groundwater overdraft conditions; • Reduce costs associated with construction and operation of the regional water filtration facility; and • Provide a fully integrated water supply for the Yucaipa Valley. 3.4.1.3 Potable Water Distribution System - Storage Reservoirs It is recommended that the District construct eleven reservoirs by the year 2050 (one 4 mg reservoir currently under construction), three additional reservoirs by 2020 and seven additional reservoirs by 2050. This will add 21.5, 5.0 and 17.0 million gallons of storage respectively, for a total added capacity of 43.5 million gallons. The reservoir construction recommendations are based on design criteria for fire, operational and reserve storage capacity on a zone by zone basis. Storage capacity requirements are a function of average daily flow and thereby increase as new development occurs. Additional rehabilitation or replacement projects are also included to maintain existing facilities and preserve system reliability. 3.4.1.4 Potable Water Distribution System - Pumoinb Facilities The improvements and new facilities needed for booster pumping are summarized on the CIP summary sheets located in the master planning document. Five existing facilities require rehabilitation and upgrade including such modifications as pumping equipment replacement, electrical system and/or SCADA upgrade, and miscellaneous modifications. These modifications are required to maintain system reliability. Five new booster pump facilities are required to serve the needs of new development. 3.4.1.5 Potable Water Distribution System - Transmission Pipelines Transmission system projects are required to convey water from the regional water filtration facility to distributed zones in the service area. Major transmission project by phase are as follows: Transmission Pipeline Projects CIP Phase -LLPipe Sizes- - ` Tota Length To•tal^Cost Phase 1 - FY 2006 16, 20, 24, 30 $ 5,581 Phase 1 - FY 2007 16, 20, 24, 30 $ 51581 Phase 2 FY 2008-2012 10, 12, 16, 24, 36 102,775 $22,138 Page 26 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.4.1.6 Potable Water Distribution System - Distribution Pipelines Distribution pipelines projects are necessary to address growth and operational deficiencies. Major projects by CIP phase are as follows: Distribution Pipeline Projects CIP Phase Pipe Sizes Total Length Total Cost Phase 1- FY 2004 16, 20, 24, 30 $1,675 Phase 2 FY 2008-2012 12,16, 20 29,673 $ 5,710 Phase 4 16,18,20 10729 $ 2,202 3.4.1.7 Potable Water Distribution System - Wells The CIP includes several well projects to rehabilitate existing facilities as required to maintain reliable groundwater supply. This new groundwater supply source is necessary to replace other well facilities that are reaching the end of their useful life. Due to the age of most of the District's wells, the District should embark on depreciation funded capital improvement projects to re -drill and re-equip the older water production wells. 3.4.2 Wastewater Division Capital Improvement Proiects The Wastewater Division Capital Improvement Program (Wastewater. - CIP) has been developed to accommodate the facility upgrades and system enhancements that have been identified as part of the 2001 Wastewater Master Plan. Overall, the Wastewater - CIP has identified over $68 million in proposed projects. The proposed Wastewater - CIP has been divided into four phases over the next twenty years. An annual breakdown is provided for Phase 1 that covers fiscal 2001-2002 (FY 2002) through fiscal 2005-2006 (FY 2006). Phase 2 covers the time period from FY 2007 through FY 2011; Phase 3 covers FY 2012 through FY 2016; and Phase 4 covers FY 2017 through FY 2021. Future phases extend from 2021 through 2050. Periodic updates to this Wastewater - CIP will be necessary to re -adjust priorities and confirm recommended expenditures. A major expenditure over the next five years is required to upgrade and expand the capacity of the existing Wastewater Treatment Plant. Modifications are required at Lift Station No. 1 to address operation and maintenance issues. Other identified projects are needed to improve the existing system to continue to provide adequate service to the existing customers in the wastewater service area. Some improvements are also needed to provide service for anticipated future development. The costs of major facilities associated with new developments have been assumed to be incurred by the developers. The funds for the new wastewater treatment facility and collection system located in the Oak Valley Development will be provided by both the District and by developers through connection fees or other financial mechanisms. The developer will provide funding to cover the capacity needed by the Oak Valley Development. The District will supplement the collection system and treatment facility projects to increase the capacity as needed to serve other District connections in the southern portion of the service area. Page 27 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.4.2.1 Wastewater Treatment The Henry Wochholz Wastewater Treatment Plant currently treats all wastewater flow collected from the Districts sewer system. A Phase I Renovation Project is being considered as part of an overall analysis of existing WWTP and will include items such as an Integrate Fixed Film Activated Sludge process, aeration equipment upgrades, blower controls, addition of membrane treatment and ultraviolet disinfection. This renovation and expansion project is scheduled to begin construction in 2006. 3.4.2.2 Western Regional Interceptor Facilities This project involves the construction of a wastewater collection system, lift station and force main required to serve the western portion of the service area. Construction for this project is planned for FY 2007. It is anticipated that once this project is complete, many of the septic systems in the area will transition from septic service to sewered service due to the availability. Previously there has not been a major collector constructed in this portion of the District's service area. 3.4.2.3 Lift Station Improvements The District is anticipating the removal of several existing lift stations with the construction of the Oak Valley MBR WWTP. The removal of these facilities will require the construction of gravity pipelines upstream and downstream from the lift stations to provide the necessary gravity flow conditions. Improvements at Lift Station No. 1 are needed to provide for maintenance activities in the wet well and force main. This facility will be relocated with the development of the Mesa Verde Estates Project. A new North Bench Lift Station is planned to serve Tract 14429 and will be constructed in 2006. The project will consist of a lift station, 5,000 of parallel 6 -inch force mains and 2,600 feet of 8 -inch gravity sewer. It is anticipated that developers will construct another lift station and 3,500 feet of parallel 6 -inch force mains to serve remaining areas. The District's portion of the project will be funded with Development Impact Fees. 3.4.2.4 Wastewater Collection System The collection system improvements are required to provide adequate flow capacity in the collection system and to meet the District's design criteria. The Calimesa Blvd collector is the highest priority collection system project. Calimesa Blvd, 4w Street/Yucaipa Blvd/5t' Street, and Avenue L projects are all planned for Phase I of the CIP. The collection system hydraulic model completed as part of the master plan indicates a need to increase the capacity of several other collectors. These needs are based on development projections and assumed start-up timing of the new WWTP in Oak Valley sometime after 2010. The need for these projects should be re-evaluated as actual conditions are realized. A series of miscellaneous projects consisting of short pipe lengths and minor Page 28 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis improvements have also been identified. It is assumed that these projects will be incorporated into regular District operations and maintenance activities. 3.4.3 Debt Service Obligations The Yucaipa Valley Water District Financing Corporation was established on May, 24, 2004 as a nonprofit public benefit corporation organized for the sole purpose of acquiring, constructing, rehabilitating, financing and refinancing of, or providing for the sale or leasing of, facilities, land and equipment for the use, benefit and enjoyment of the public served by public agencies in the State of California and any other purpose incidental thereto. In June 2004, the Yucaipa Valley Water District Financing Corporation issued $45,730,000 in revenue bonds for the construction of water related facilities related to the Yucaipa Valley Regional Water Filtration Facility. The District received strong financial ratings from Fitch Ratings Inc. ("Fitch") and Moody's Investors Service, Inc. CMoody's") of "Ass" and 'AAA" respectively, based on the District's financial strength, minimal risk of default and the issuance of commonly issued bond related insurance. The District anticipates a similar issuance in 2005 for wastewater related improvements. 3.5 ERAF III and the Implications for YVWD Based on the FY 2005 Budget, water fixed revenues (i.e., service charges) only comprise of 15% of the total water division revenues. Accordipgly, the District's water rate structure is highly sensitive to water usage which causes financial instability in wet years when water consumption is reduced or during droughts or emergencies when water deliveries are curtailed or voluntary conservation is requested. ' Considering this variability, the District has become heavily dependent upon property taxes for the long-range rate stability which has significantly benefited our customers. Due to the District's intense capital improvement projects, the Board has allocated property tax dollars to fund projects that improve the service to our customers by dedicating this funding source to projects instead of operational costs, such as labor, pension, etc. This maximizes the benefit of the local property taxes to the people who pay them - - our customers. 3.5.1 California Prooerty Tax Overview California—like most other states in this country—relies extensively on local governments to protect the public, help the needy, educate students, and respond to local concerns. For nearly a century, California's property tax has been reserved for the exclusive use of local governments and has served as the mainstay of local finance. Before passage of Proposition 13, local governments and their residents controlled property tax rates and the distribution of property tax revenues to local agencies. Proposition 13, however, placed into the California Constitution a maximum rate for non -debt related property taxes and specified that its revenues are to be allocated to local agencies "according to law." Page 29 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis As Figure 1 shows, immediately after Proposition 13's passage, the Legislature established a property tax allocation system Figure t that reduced the share of Pro ert Tax Allocation Over Time property tax revenues allocated p y to educational local agencies percent of prof eriy Taxes Moca ted to Local Agencies from a statewide average of 54 percent to 39 percent—and w%. — K-ia increased the share of property ® counties taxes allocated to cities, 50— - _ ...._-. — cava -- Other Local EnUW counties, and special districts. (The state replaced the shifted 40 - — — K-14 district property taxes with9-0 ...._- ---- increased state funding.) _ _ Specific property tax allocation 20_._.... ��... formulas then were assigned to every area of the state, io _.. _ .._ _........----....---.._..-- ..-. - - designating the portion of the property tax to be allocated to a79 z es s7s 9i sea os each local agency serving the -00 area. These property tax eRede+elopmerd&Mda and Wedel dstrkls allocation shares were based on Sum Boad of Dpailzatkn. each agency's proportionate share of property taxes in the mid-1970s and are commonly referred to as "AB 8" shares, after the bill that created this property tax allocation system— Chapter 282, Statutes of 1979 (AB 8, L. Greene). With the exception of several relatively minor changes, the state did not alter these AB 8 shares until the early 1990s. Faced with significant budgetary challenges in 1992 and 1993, the state twice enacted major changes to the state's AB 8 property tax allocation system to direct larger shares of property tax revenues to K-14 districts - and reduce state General Fund spending for education accordingly. These changes reduced non -educational local agencies' share of the property tax from a statewide average of 65 percent to 48 percent. The property taxes shifted to K-14 districts because of the 1990s property tax shift now total about $5 billion. (For context, total property tax revenues in the current year are estimated at $29 billion.) These property tax allocation changes commonly are referred to as "ERAF," after the name of the fund into which the shifted property taxes initially are deposited, the Educational Revenue Augmentation Fund. Source: Legislative Analyst's Office, Analysts of the 2004-05 Budget Bill, February 2004. 3.5.2 Educational Revenue Augmentation Fund III (ERAF III) Proposition 98 required the State to fund education at specified levels. In order to meet this obligation, the State enacted legislation that caused local government to bear some of the financial responsibility for this mandate. County Auditors were directed to establish Educational Revenue Augmentation Funds (ERAF) by transferring a portion of local property tax revenues from local governments into the fund. ERAF supports school districts, county offices of education, and community college districts. The first ERAF shift of $1.3 billion occurred in FY 92-93. ERAF III for FYs 04-05 and 05-06 includes $1.3 billion each year, with the burden allocated as follows: Page 30 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis ERAF III Annual Contribution Counties $350 million Cities $350 million Special Districts $350 million Redevelopment Agencies $250 million Annual Totoal (04-05 & 05-06) $1.3 billion The basis varies for determining the amount an individual county, city or district will contribute. County contributions are based on each county's share of VLF revenues. City contributions are based on shares of sales tax, property tax, and VLF revenues. The minimum city contribution is 2% of its general fund revenues and the maximum is 4%, as reported in the FY 01-02 State Controller's city report. Special district contributions have two levels: enterprise districts will contribute 40% of property tax revenues and non -enterprise agencies will contribute 10% of property tax revenues. The maximum contribution by any special district is 10% of total revenues. Transit districts will contribute up to 3% of their property tax revenues. Mosquito abatement districts are exempted, as well as fire, police, hospital/health care, library and veterans' memorial districts. Redevelopment agencies will collectively contribute $125 million based on gross tax increment and $125 million based on net tax increment. Agencies may be granted an extension based on the remaining life of the redevelopment agency. The cities and counties will make their "contribution" through a reduction in the amount they receive from the State for "property taxes in lieu of VLF". The special districts will contribute directly to their county's ERAF. The Department of Finance County Auditor -Controller will the funds into the ERAF. Because the ERAF contribution is based on property +a2c calculates the amount each special district must contribute; the reduce each agency's tax increment by this amount and transfer tax revenues from +515 two years ago, there may be instances where a district's current tax increment is not sufficient to cover the required ERAF contribution if revenues have declined recently. Local agencies will receive their full tax increment again beginning in FY 06- 07. +510 *50.5 +$0.0 $ 30.5 m 410 41.$ 425 State and City Gives & Takes Since Prop 13 in constant 2004 dollars since the Ass Bailout following Prop 13 (psn dnca ,seol . w,, Cn4In Slab Assideru and Lein Re nueincluding ERAF a Was Owmwal Fund Assislan m to eiliassinee 1978 , h'^ e a FY92 Page 31 Ap0129, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 3.5.3 Overview of Prooedy Tax Revenues for YVWD Each County levies a 1% property tax on behalf of all taxing agencies in each County, including the District. The taxes collected are allocated to taxing agencies within each County, including the District, on the basis of a formula established by State law enacted in 1979. Under this formula, each County and all other taxing entities receive a base year allocation plus an allocation on the basis of °situs° growth in assessed value (new construction, change of ownership and inflation) prorated among the jurisdictions, which serve the tax rate areas within which the growth occurs. Tax rate areas are specifically defined geographic areas, which were developed to permit the levying of taxes for less than countywide or less than citywide special districts. For 2004, the allocation received by the District of the 1% property tax is estimated to be $1,648,334, compared to $1,476,441 in 2003. Property taxes as a percentage of the total revenues of the District averaged 10% over the last five years. From time to time legislation has been considered as part of the State budget to shift the share of the 1 % property tax revenues collected by counties from special districts to school districts or other governmental entities. While legislation enacted in connection with the 1992-93 State budget shifted approximately 35% of many special district's shares of the countywide 1% property tax revenues, the share of the countywide 1 % property tax revenues allocated to multicounty special districts such as the District was exempted. While none of the State Budgets enacted since 1992- 93 have reallocated 'additional portions of the special districts' shares of the countywide 1% property tax revenues, the State has a large budget deficit for the current Fiscal Year. Accordingly, there can be no assurance that the allocation formula currently established by State law will be continued in the future. If the formula is changed in the future it could have a material adverse effect on the receipt of property tax revenue by the District. The results of the State's budget resulted in a 10% decrease in the District's property tax base for fiscal year 2005 and 2006. The following tables show the secured assessed valuation within the District in each County and the amount received by the District of the 1 % property tax during the five most recent Fiscal Years. As a result of the implementation of the tax distribution system commonly referred to as the "Teeter Plan" by the County of San Bernardino and the County of Riverside and the participation by the District beginning in July 1984, the District receives 100% of its share of the 1% property tax levies without regard to delinquencies. There can be no assurance that the Teeter Plan or the participation of the District therein will be continued indefinitely. San Bemardino County Total Riverside ourt Cty YVWD AIIocdon YVWD Percentage Fiscal Year Severed Total Secured of San Bernardino Allocation of Riverside Total YVWD Total Yon D Change of Assessed Assessed Valuation Counly, Property County Property Property Tates Properly Tax Valuation a r_..__ Income 2001 2,733,121,447 445,931,126 1,232,593 110,693 1,343,288 4.1% 2002 2,879,981,092 485,424,330 1,272,898 117,045 1,383,591 3.0% 2003 3,123,175,768 554,852,744 1,355,673 120,768 1,476,441 6.7% District for District Allocations (1) Estimated based on pro -rata allocation for Fiscal Year 2001 (2) Estimated based on pro -rata allocation for Fiscal Year 2003 Page 32 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis Secured assessed valuation for the portion of the District in the County of Riverside for Fiscal Year 2003/04 as reported by the County of Riverside is $133,225, a 10.3% increase over the prior year. Secured assessed valuation for the portion of the District in the County of San Bernardino for Fiscal Year 2003/04 as reported by the County is $1,515,109, an 11.8% increase over the prior year. Page 33 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 4.0 Summary of Rate Structure Changes 4.1 Assembly Bill 2115 — Property Tax Shift On September 20, 2004, Governor Arnold Schwarzenegger signed into law AB 2115 which was approved by the legislature to shift property tax revenue normally received by the District to the State of California to provide the state with additional revenue to minimize the current and ongoing financial crisis. This legislation would take a minimum of 40% of the property taxes up to 10% of the total revenue of the special district until a total of 350 million was shifted from special districts to the state. The specific language of AB 2115 had a provision that would have suspended the legislation with the passage of Proposition 65 at the general elections on November 2, 2004. Proposition 65 was originally designed to limit the ability of the State to take local revenues, however, several associations that generally represent local governments shifted their support for Proposition 65 in favor of Proposition 1A, which did not have the same protection. The November general elections resulted in Proposition 65 failing and Proposition 1A being approved by the voters. The election resulted in AB 2115 being implemented. Proposition 1A Pro osition 65 For Against For Against 83.7% 16.3% 37.6% 62.4% Subsequently, the San Bernardino County and Riverside County Treasurers offices completed their allocations of taking property taxes from the District and on February 1, 2005 notified the District that a total of $1,135,556.39 would be withheld by the County (see Attachment "E"). While the District is considered fiscally conservative, this shift in property taxes has a significant impact on the District's financial stability. This reputation has resulted from the District: (1) maintaining a lean workforce with additional staff members only hired when absolutely necessary; (2) prudently spending funds on facilities that benefit our customers by providing reliability and redundancy; (3) maintaining competitive salaries while not adding extravagant benefits; and (4) respecting the fact that each dollar received by the District is one less dollar our customers are able to spend on their families and their lifestyle. The District takes our rates, fees and charges seriously and does not take the money our customers spend on services for granted. It is our desire that the dollars spent by the District continue to benefit and add to the quality of life our customers enjoy in the Yucaipa Valley. It is prudent for the District to maintain a reasonable reserve fund for unexpected situations. While the District could utilize reserve funds for funding operational deficits, it is recommended that the District maintain reasonable reserve funding levels adequate to provide for unexpected and emergency situations. This is especially important since the District is one of the few California communities located immediately adjacent to the San Andreas and San Jacinto fault lines. Information from the past is a reasonable way to predict the future. Projections of future operating and capital costs have been utilized as the basis for this study as they provide the best information to determine future rate requirements. While historical information is important, it is only beneficial to the extent that it helps to indicate future financial needs. To meet the goal Page 34 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis of planning for the future, expenses need to be projected with the best available information, utilizing both engineering and accounting resources. While the District should be commended for the hard work and dedication to improving the infrastructure of the Yucaipa Valley, it is difficult to finance the water, wastewater and recycled water improvements while completing extensive capital improvement projects. Every year there are increased stresses associated with the existing infrastructure of the water and wastewater systems. For the water division, this is primarily due to the consolidation of several mutual water companies to form the current District service area. For the wastewater division, the stresses are generally caused by regulatory requirements and the inflexibility of treatment processes. The proposed rates need to account for the uncertainty that exists with the increased pressures placed upon the aging infrastructure by funding additional depreciation. Materials Prices Soar Amm slmruge In sm. p metal pushed struc- tural steel and reinforcing bar prices to record Cement Prices eo 75 70 9@MCF.IIW AO43'rO.tfySf•YrVNI��P" N'J,a.VfN{t . M.i (ryi niY r}.1'H'.44�:iwm VIM Asphalt Prices 175 160 145 130 115 100 '9d'95'90'97'98'99'00'01'02'03'04 SIN91C4"+1 y1.1: 'r.r Nn/n l:"Y•�UI�NrIr'4n levels in 2004 OR 3/22J04 P. 2ZP sintctural sinal pnces 7uniped 311% above October 2003', level while teller mice, Wmbed 4396 Pricm lot other materials also made lunge year•lo-vear grans Vftt Lumber Prices 550 Ak 5"V\ 00 450 400 300 ' '9a'95'96'97'98''J9'OU'O1'02'03'04 SOMOneP^ V M.)R'1iNRillWMi•; . pl" :li'Afr INNu1 Rr'l l•N±) a a}MII':Ifx xabpYUPY%utiu•' smr 7011 650 600 556 506 450 Plywood Prices 400,�,95'96'97'96'7J'00'01'UZ'03'04 SWMF � V�. Cr:ryq IM31'4rNaC•rti O•P _: Pla:'nrh.i r - �M M .1•.R.Vf1.41•:INIIwnY •'. Source: Englneering News -Record, December 2004, p. 81. 4.2 Water and Wastewater Overview in 2004. in iti 31% lot copper water Wblng and 20%for WC water pipe. P iywand I'mms lcv' eMd off after jumping 35"% In 21@3 I.umbxr pits are up 25%,n IN last two years axial Structural Steel Prices 34 32 30 28 26 24 22 SOME. LAN •Yh MF:I'IR.[i.IxN!• :M'f :'llrv.�YMU .VQ rriN 11WM• M' 1.-Li.1 .W INM' ttxnvwttanml Ata" Reinforcing Bar Prices 36 r d 34 32 30 28 26 24 '94 '95'96'97'98'99 Y@'01 '02'63'(64 y1MCi..rN�.F1'�IMAr[A•r•9•,t'i;lr�; :•:'.5::4 I �Nir r..p.jy}J u .i rl .•Y.'..Iu4 Water and wastewater regulations in the next five to ten years will continue to become more stringent and contentious. The increase in regulations is compounded by the fact that a large 3 Water and wastewater regulations are included as Attachment "F". Page 35 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis majority of California's water and wastewater facilities were installed just after World War II and are now reaching the end of their useful life. Therefore, in addition to the costs associated with regulatory compliance, which often includes major modifications to facilities, water and wastewater utilities must also place a high priority on the replacement of existing facilities. These two factors generally result in the cost of water and wastewater service increasing faster than inflation, unless utilities experience significant customer growth .4 The District's customer rate base is structured such that new customers will contribute to facility development and offset this increase to some extent. 4.2.1 Water Division The District's audited financial reports have been reviewed to provide a historical summary of water and wastewater expenditures over the past twelve years. The graph below illustrates the audited expenses for the water division from FY 1990 to FY 2004. . $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 Historical Water Related Expenses from Audited Financial Reports FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Over the past fifteen years of audited financial records, the Water Division expenses have increased an average of 7.23% per year. The cost increases have been the result of several factors, such as construction material, steel, concrete, power, labor, workers compensation, etc... 4 This Is due to the use of original cost rate base and rate of return ratemaking. As pipes and reservoirs are replaced, the rate base Increases disproportionately, because today's dollars are replacing 40 year old Wli0es. Page 36 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 4.2.2 Wastewater Division The figure below illustrates the audited expenses for the water division from FY 1990 to FY 2004. $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 Historical Wastewater Related Expenses from Audited Financial Reports FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Over the past fifteen years of audited financial records, the Wastewater Division expenses have increased an average of 5.85% per year. The cost increases have been the result of several factors, such as regulatory requirements, chemicals, biosolids disposal, power, labor, workers compensation, etc... 4.3 The YVWD Financial Rate Projection Model The Yucaipa Valley Water District Financial Rate Projection Model has been created to provide a ten year projection to 2015 of revenues and expenses based on reliable information at this point in time. The District staff has taken into consideration a wide variety of variables as the basis for the model. These variables include: growth rates; water and power rates/demands; and water demands. With any model, the further the projection into the future, the less certainty exists. It is important to bear in mind that the practical use of the model should be judged with reference to the structure of rates into the near future. This model is not intended to be a long-term predictive instrument. Rather, it is to be used as a tool to identify long-term financial needs in order to establish a rate structure that provides information to our customers about our long range plans and objectives. As such, this model will be used to establish a rate structure for the next five Page 37 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis years with a review conducted every two years. This will allow for smaller incremental changes in the rates rather than unplanned major fluctuations. 4.3.1 Future Conditions and Projected Parameters The first step in using the model is to provide certain statistical elements that are used as the basis for adjusting costs over a ten year period. Each of the following elements is included in the model together with a conservative estimate of the annual change from 2005 to 2015. • Growth Rates: ► Cost of Living — This projection ranged from 1.5% in 2005 to 2.0% in 2015. ► Potable Water Demand — This projection remained fixed at 4% per year. ► Supplemental Water Demand — This projection ranged from 3.0% in 2005 to 5.0% in 2015 ► Percentage Change in Assessed Valuation — This projection ranged from 10.0% in 2005 to 4.0% in 2015. ` ► Number of New EDUs — This projection consistently averaged 2.8% per year and resulted in 440 homes in 2005 to 580 homes in 2015. ► Employee Salaries and Benefits — This projection remained fixed at 4.0% per year. ► Administrative Services Expenses — This projection remained fixed at 1.0% per year. ► Operating Supplies — This projection remained fixed at 2.0% per year. ► Maintenance and Repairs — This projection remained fixed at 2.0% per year. ► Insurance — This projection remained fixed at 2.0% per year. ► Professional Fees — This projection remained fixed at 3.0% per year. ► Other Expenses — This projection remained fixed at 1.5% per year. • Water & Power Rates: ► Energy Charges'— This projection remained fixed at 2.0% per year. • Demand Charges vs. Consumption Charges: This factor changed from 15.0% in 2005 to 20.0% in 2015. 4.3.2 Water Division Analysis The revenue requirements for the water division have been based on property taxes, water sales (potable water commodity charges), supplemental water sales (supplemental water commodity charges) and fixed water service charges. The water division expenses are categorized as labor/benefits, electrical power, water purchases, filtration expenses, debt service coverage, and other operational costs. The District's financial model provides for a modest rate stabilization fund to smooth future rate changes of less than 1.0% of water revenues per year. This fund will slowly accumulate and be expended when needed and not exceed 5.0% of the annual water division revenue. The audited financial statements of June 30, 2004 expensed $1,348,780 of depreciation/amortization expenses for the water division, which is expected to significantly increase with the completion of the Yucaipa Valley Regional Water Filtration Facility and related improvements. The funding for depreciation has been limited to $900,000 in 2005 and is expected to attain reasonable compliance with GASB 34 requirements in 2012. Page 38 April 29, 2005 Yucaipa Valley Water District Water, Wastewater and Recycled Water Rate Analysis 4.3.3 Wastewater Division Analvsis The revenue requirements for the water division have been based on only two sources property taxes and fixed wastewater service charges. The wastewater division expenses are categorized as labor/benefits, electrical power, treatment expenses, debt service coverage, and other operational costs. The District's financial model does not provide for a rate stabilization fund for the wastewater division at this time. In the future, the Board may consider such a fund with a similar slow growth rate and a total fund accumulation not to exceed 5.0% of the annual wastewater division revenue. The audited financial statements of June 30, 2004 expensed $1,904,820 of depreciation/amortization expenses for the wastewater division, which is expected to significantly increase with the completion of the Wochholz Wastewater Treatment Facility improvements and the newly constructed Oak Valley Membrane Bioreactor Facility. However, due to management's perceived financial constraints and rate sensitivity of our customers, the funding for depreciation has been limited to $0 in 2007, $1.65 million in 2010, and $2.9 million in 2015. While this level of depreciation funding is not sufficient to fully charge current customers for the use of the existing and proposed infrastructure in a manner consistent with the requirements of GASB 34, the District will be making an effort to more adequately fund wastewater division depreciation in the future. 4.3.4 Recycled Water Division Analysis The revenue requirements for the recycled water division have been based on the recycled water commodity charge and fixed recycled water service charges. The recycled water division expenses are categorized as labor/benefits, water purchases, electrical power, and other operational costs. The District's financial model does not provide for a rate stabilization fund for the recycled water division at this time. In the future, the Board may consider such a fund with a similar slow growth rate and a total fund accumulation not to exceed 5.0% of the annual wastewater division revenue. The District anticipates fully funding the depreciation of the newly completed recycled water facilities. 4.3.5 Important Elements Included and Not Included in Rate Analvsis A draft copy of Yucaipa Valley Water District Resolution No. 13-2005 is provided as Attachment "X. It is important to remember that the comprehensive rate study anticipates the return of property taxes in Fiscal Year 2007 and does not include the anticipated costs associated with the construction of the brineline to San Bernardino. Page 39 April 29, 2005 Highlands Star Group, LLC 2550 S. Santa Fe Ave '} Vista, CA 92084 Phone (760)727-2300 Fax(760)727-8032 May 26, 2005 East Valley Water District PO Box 3427 San Bernardino, CA 92413 Dear Tenant, We are in the process of refinancing Highland Star Group, LLC and the bank is requiring the enclosed documents from each tenant. The two required documents needed from each tenant are an Estoppel Certificate and SNDA. Please make sure all information is correct on the Estoppel Certificate before signing and dating. This form DOES NOT need to be notarized. The SNDA needs to have notarized signatures on page 4. On page 5 are two Certificates of Acknowledgement for the notary, one for the tenant and one for the landlord. We will be providing a Mobile Notary in the next week, should you require their services, at no cost to you. I will follow up with a phone call of the exact date. If you have any questions, please do not hesitate to contact me. Thank you, 4M M Ju i l e Murray u ay Accounting Office ESTOPPEL CERTIFICATE This Certificate is given to San Diego County Credit Union, a California Corporation, ("Lender"), with the understanding that Lender and its counsel will rely on this Certificate in connection with a proposed mortgage loan (the'Loan' on real property commonly known as 3654 E. Highland Ave., San Bernardino, CA 92346, (the "Propertyl and more fully described as See Exhibit "A" The undersigned ("Lessee/Successor Lessee' hereby certifies to Lessor/Successor Lessor, Borrower, and San Diego County Credit Union: 1. Lessee/Successor Lessee has entered into a lease dated 1/22/2004, for premises (the 'Premised located at 3654 E. Highland Ave., Suites 12, 17 & 18, San Bernardino, CA 92346. The Lessor/Successor Lessor under the lease is Highlands Star Center, LLC, a California Limited Liability Company ("Lessor) and Highlands Star Center, LLC, a California Limited Liability Company is/are the 'Borrower". The lease constitutes the only agreement between Lessor/Successor Lessor and Lessee/Successor Lessee with respect to the Premises. 2. The base monthly rental is $9.300, and rent has been paid through 5/31/2005. 3. The tens of the Lease commenced on 2/1/2004. 4. The term of the Lease shall expire on 10/312005 5. The amount of the security deposit (if any) is $8.000. No other security deposits have been made. 6. There are no offsets or credits against rents, except 7. The Lease has ( ) not been amended, modified, supplemented, extended, renewed or assigned; ( X ) been amended, modified, supplemented, extended, renewed or assigned by the following described agreement(s); _ First Lease Amendment dated Seotember 1. 2004 8. The Lease provides for no option(s) to extend or renew the Lease tern except Three 6 -month Options to Renew 9. No person or entity other than Lessee/Successor Lessee is In possession of the Premises and, to the best of Lessee's/Successor Lessee's knowledge, no other person or entity other than Lessor/Successor Lessor has future right to the Premises, except Borrower as successor Lessor. 10. Neither Party is In default under the Lease and Lease is in full force and effect. 11. That Lessee/Successor Lessee has accepted and is now in possession of said Premises. 12. That the building(s), improvements, and space required to be furnished according to the Lease have been satisfactorily completed in all respects. 13. That the Lessor/Successor Lessor has fulfilled all of its duties of an inducement nature, and is not in default in any manner in the performance of any of the term, covenants, or provisions of said Lease. 14. Lessee/Successor Lessee has no option or right of first refusal to purchase the Premises or any other part of the property on which the Premises are located (the 'Property"). Lessee's/Successor Lessee's only interest in the Premises or the Property is the Lease. 15. Lessee/Successor Lessee is not in default under the Lease, nor has any event occurred which, with the passage of time, would constitute a default by Lessee/Successor Lessee under the Lease. 18. To the best of Lessee's/Successor Lessee's knowledge, Lessor/Successor Lessor is not in default under the Lease and has not committed any breach of the Lease, and no event has occurred which, with the passage of time, would constitute a default by Lessor/Successor Lessor under the Lease. 17. No bankruptcy or insolvency proceedings have been instituted by or against Lessee/Successor Lessee subsequent to the date of the Lease. 18. Lessee/Successor Lessee acknowledges that San Diego County Credit Union will rely upon the information set forth in this Certificate, that such information Is material to the making of a loan by San Diego County Credit Union to be secured by Property and that Lessee/Successor Lessee is estopped from denying validity of statements made herein. Dated: Lessee/Successor Lessee: East Valley Water District By: _ Title: By: Title: RECORDATION REQUESTED BY: WHEN RECORDED MAIL TO: San Diego County Credit Union 5545 Sequence Drive San Diego, CA 92121 SUBORDINATION, NON -DISTURBANCE AND ATTORNMENT AGREEMENT This Subordination, Non -Disturbance and Attomment Agreement (the "Agreement") is dated as of 5/12/2005 between San Diego County Credit Union, a California Corporation ("Lender'), and East Valley Water District ('Tenant'. RECITALS Tenant is the tenant under a certain lease (the "Leasel dated 1/22/2004 , with Highlands Star Center. LLC. a California Limited Liability Company ("Landlord") or its predecessor in interest, of premises described in the Lease (the "Premises' known as 3554 E. Highland Ave.. San Bernardino, CA 92345, Suites 12. 17 & 15 and more particularly described as See Exhibit "A" (hereinafter referred to as the "Property'. A. This Agreement is being entered into in connection with a mortgage loan (the "Loan) being made by Lender to Landlord, to be secured by, among other things: (a) a mortgage, deed of trust or deed to secure debt on and of the Property (the "Mortgagel to be recorded with the registry or dark of the county in which the Property is located; and (b) an assignment of rents on the Property (the 'Assignment of Rents") to be recorded. The Mortgage and the Assignment of Rents are hereinafter collectively referred to as the 'Security Documents." S. Tenant acknowledges that Lender will rely on this Agreement in making the Loan to Landlord. AGREEMENT For mutual consideration, including the mutual covenants and agreements set forth below, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: f. Tenant agrees that the Lease is and shall be subordinate to the Security Documents and to all present or future advances under the obligations secured thereby and all renewals, amendments, modifications, consolidations, replacements and extensions of the secured obligations and the Security Documents, to the full extent of all amounts secured by the Security Documents from time to time. Said subordination is to have the same force and effect as if the Security Documents and such renewals, modifications, consolidations, replacements and extensions thereof had been executed, acknowledged, delivered and recorded prior to the Lease, any amendments or modifications thereof and any notice thereof. 2. Lender agrees that, if the Lender exercises any of its rights under the Security Documents, including an entry by Lender pursuant to the Mortgage or a foreclosure of the Mortgage, Lender shall not disturb Tenants right of quiet possession of the Premises under the terms of the Lease so long as Tenant is not in default beyond any applicable grace period of any term, covenant or condition of the Lease. 3. Tenant agrees that, in the event of a foreclosure of the Mortgage by Lender or the acceptance of a deed in lieu of foreclosure by Lender or any other succession of Lender to fee ownership, Tenant will attorn to and recognize Lender as its landlord under the Lease for the remainder of the term of the Lease (including all extension periods which have been or are hereafter exercised) upon the same terns and conditions as are set forth in the Lease, and Tenant hereby agrees to pay and perform all of the obligations of Tenant pursuant to the Lease. 4. Tenant agrees that, in the event Lender succeeds to the interest of Landlord under the Lease, Lender shall not be: (a) liable for any act or omission of any prior Landlord (including, without limitation, the then defaulting Landlord), except that Lender agrees to cure any default of Landlord that is continuing as of the date Lender acquires title to the Premises within thirty (30) days from the date Tenant delivers written notice to Lender of such continuing default, unless such default is of such a nature reasonably to require more than thirty (30) days to cure and then Lender shall be permitted such additional time as is reasonably necessary to effect such cure, provided Lender diligently and continuously prosecutes to cure such default., or (b) subject to any defense or offsets which Tenant may have against any prior Landlord (including, without limitation, the then defaulting Landlord), unless Tenant shall have delivered to Lender written notice of the default that gave rise to such defense or affects and permitted Lender the same right to cure such default as permitted Landlord under the Lease, or (c) bound by any payment of rent or additional rent which Tenant might have paid for more than one month in advance of the due date under the Lease to any prior Landlord (including, without limitation, the then defaulting Landlord), or (d) bound by any obligation to make any payment to Tenant which was required to be made prior to the time Lender succeeded to any prior Landlord's interest, or (e) accountable for any monies deposited with any prior Landlord (including security deposits), except to the extent such monies are actually received by Lender, or (f) bound by any surrender, termination, amendment or modification of the Lease not provided for in the lease made without the consent of Lender. 5. Tenant agrees that, notwithstanding any provision hereof to the contrary, the terms of the Mortgage shall continue to govern with respect to the disposition of any insurance proceeds or eminent domain awards, and any obligations of Landlord to restore the real estate of which the Premises are a part shall, Insofar as they apply to Lender, be limited to insurance proceeds or eminent domain awards received by Lender after the deduction of all costs and expenses incurred in obtaining such proceeds or awards. 6. Tenant hereby agrees to give to Lender copies of all notices of Landlord default(s) under the Lease in the same manner as, and whenever, Tenant shall give any such notice of default to Landlord. Lender shall have the right to remedy any Landlord default under the Lease, or to cause any default of Landlord under the Lease to be remedied, and for such purpose Tenant hereby grants Lender such additional period of time as may be reasonable, not to exceed 30 days, to enable Lender to remedy, or cause to be remedied, any such default in addition to the period given to Landlord for remedying, or causing to be remedied, any such default. Tenant shall accept performance by Lender of any term, covenant, condition or agreement to be performed by Landlord under the Lease with the some force and effect as though performed by Landlord. Tenant shall forbear from exercising its rights and remedies under the lease (i) as long as Lender, in good faith, shall have commenced to cure such default within the above referenced time period and shall be prosecuting the same to completion with reasonable diligence, subject to force majeure, or (ii) if possession of the Premises is required in order to cure such default, or if such default is not susceptible of being cured by Lender, as long as Lender, in good faith, shall have notified Tenant that Lender intends to institute proceedings under the Security Documents, and, thereafter, as long as such proceedings shall have been instituted and shall be prosecuted with reasonable diligence. Lender shall have the right, without Tenant's consent, to foreclose the Mortgage or to accept a deed in lieu of foreclosure of the Mortgage or to exercise any other remedies under the Security Documents. 7. Tenant hereby consents to the Assignment of Leases and Rents from Landlord to Lender in connection with the Loan. Tenant acknowledges that the interest of the Landlord under the Lease is to be assigned to Lender solely as security for the purposes specified in said assignments, and Lender shall have no duty, liability or obligation whatsoever under the Lease or any extension or renewal thereof, either by virtue of said assignments or by any subsequent receipt or collection of rents there under, unless Lender shall specifically undertake such liability in writing or unless Lender or its designee or nominee becomes, and then only with respect to periods in which Lender or its designee or nominee becomes, the fee owner of the Premises. Tenant agrees that upon receipt of a written notice from Lender of a default by Landlord under the Loan, and provided Landlord has joined in this Agreement for the purpose of consenting to this paragraph 7, Tenant will thereafter, if requested by Lender, pay rent to Lender in accordance with the terms of the Lease. 8. The Lease shall not be assigned by Tenant, modified, amended or terminated (except as permitted in the Lease Without Landlord's consent) without Lenders prior written consent in each instance. 9. Any notice, election, communication, request or other document or demand required or permitted under this Agreement shall be in writing and shall be deemed delivered on the earlier to occur of (a) receipt or (b) the date of delivery, refusal or non-delivery indicated on the return receipt, if deposited in a United States Postal Service Depository, postage prepaid, sent certified or registered mail, return receipt requested, or if sent via a recognized commercial courier service providing for a receipt, addressed to Tenant or Lender, as the case may be, at the following addresses: If to Tenant: East Valley Water District 3654 E. Highland Ave, Suite 12,17 & 18 San Bernardino, CA 92346 with a copy to If to Lender: San Diego County Credit Union 6545 Sequence Drive San Diego, California 92121 Attn: Business Lending with a copy to: 10. The term °Lender° as used herein includes any successor or assign of the named Lender herein, including without limitation, any co -lender at the time of making the Loan, any purchaser at a foreclosure sale and any transferee pursuant to a deed in lieu of foreclosure, and their successors and assigns, and the terms "Tenant' and 'Landlord' as used herein include any successor and assign of the named Tenant and Landlord herein, respectively; provided, however, that such reference to Tenants or Landlord's successors and assigns shall not be construed as Lender's consent to any assignment or other transfer by Tenant or Landlord. 11. If any provision of this Agreement is held to be Invalid or unenforceable by a court of competent jurisdiction, such provision shall be deemed modified to the extent necessary to be enforceable, or if such modification is not practicable, such provision shall be deemed deleted from this Agreement, and the other provisions of this Agreement shall remain in full force and effect, and shall be liberally construed in favor of Lender. 12. Neither this Agreement nor any of the terms hereof may be terminated, amended, supplemented, waived or modified orally, but only by an instrument in writing executed by the party against which enforcement of the termination, amendment, supplement, waiver or modification is sought. 13. Counterparts. This Agreement may be executed in several counterparts that together shall be originals and constitute one and the same instrument. This Agreement shall be construed in accordance with the laws of the state in which the Property is located. The person executing this Agreement on behalf of Tenant is authorized by Tenant to do so and execution hereof is the binding act of Tenant enforceable against Tenant. Witness the execution hereof [under seal] as of the date first above written. TENANT: East Valley Water District By: Name: Title: By: Name: Title: LENDER: SAN DIEGO COUNTY CREDIT UNION By: Marc Mathews, Vice President The undersigned Landlord hereby consents to the foregoing Agreement and confirms the facts stated in the foregoing Agreement. LANDLORD: Highlands Star Center, LLC, a California Limited Liability Company By: Brian Hyndman, Trustee of The Brian Hyndman Family Trust, Manager CERTIFICATE OF ACKNOWLEDGMENT STATE OF CALIFORNIA ) )SS COUNTY OF SAN DIEGO ) On . 20_ before me, personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/shefthey executed the same in his/herftheir authorized capacity(ies), and that by his/her/their signature(s) on the Instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Signature CERTIFICATE OF ACKNOWLEDGMENT STATE OF CALIFORNIA ) ) SS COUNTY OF SAN DIEGO ) On 20_ before me, personally appeared personally known to me (or proved to me on the basis of satisfactc subscribed to the within instrument and acknowledged to me that he capacity(ies), and that by his/her/their signature(s) on the instrument the acted, executed the Instrument. WITNESS my hand and official seal. (Seal) :e) to be the person(s) whose name(s) Ware executed the same in his/her/their authorized or the entity upon behalf of which the person(s) Signature (Seal) CERTIFICATE OF ACKNOWLEDGMENT STATE OF CALIFORNIA ) )SS COUNTY OF SAN DIEGO ) On before me, , personally appeared Marc Mathews and Carlton Roark, personally known to me (or proved to me on the basis of satisfactory evidence) to be the persons whose names are subscribed to the within instrument and acknowledged to me that they executed the same in their authorized capacities and that by their signatures on the instrument the persons, or the entity upon behalf of which the persons acted, executed the instrument. WITNESS my hand and official seal. (Seal) :4 East Valley Water District June 8, 2005 To: Board of Directors From: Robert E. Martin, General Manager Subject: 2005-2006 Budget Attached for your review and consideration is the revised 2005-2006 Budget (Draft) which I finalized following the Board's Budget Workshop meeting on May 31St. Based upon the discussion that occurred and questions that were asked, I have made several revisions. The attached Budget includes a number of proposals for rate adjustments, staffing changes and capital programs. A summary of these items is as follows: 1) Rate.Adjustments a. Waier Rate - increase by $0.05 to a single water rate of $1.01/hcf b. .. Residential Sewer —increase monthly rate by $0.60 to $21.50/month C. Commercial Sewer — increase rate by $0.03/hcf to $1.28/hcf (Avg rate) 2) Sales Projections —I have changed the method used for projecting our commercial sewer and water sales. Historically, these projections have been based upon a five (5) year moving average of our existing sales. Instead, I have used a three (3) year moving average for projecting our sales for 2005- 2006. Although this estimate is not as conservative as my previous projection, it did yield a higher estimate of sales. 3) Staffing Changes — The Budget includes two new positions. These are as follows: Assistant Water Production Supervisor — Range 52 Accounting Supervisor — Range 52 These new positions will take our approved staffing level from 60 to 62 employees. June 8, 2005 Memorandum Page Two 4) Major Project Financing — A new debt issue had been included in the Budget. Specifically, it has been assumed that a new financing of approximately $5,000,000 will be approved later during this fiscal year. This capital will fund a portion of our Perchlorate remediation project and will be used to drill and equip a new well. 5) Water Meter Conversion — A major effort is being implemented in this Budget to begin converting our existing meters to automated radio controlled meters. This conversion will take 7 to 8 years at this proposed annual funding level. This will allow for the replacement of approximately 2,000 meters. 6) State Representation — A new line item has been included to cover the cost of State Representation in Sacramento. This cost is estimated at $40,000/year. The Boards' review and consideration of these Budget Proposals is appreciated. > � N N ^OO SOON `OO- 'n.'Jda i . 4lkl.e •. i i� v �0O -+„� -�a "na. LL ,( 00— M Q a : ❑ 000 Q 6 �+ CL LO O Q 96, 6 U ?r 6'� W 1s6, ❑ 6' � 066' ! 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