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HomeMy WebLinkAbout03/17/2016 - Meeting Materials 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET SALT LAKE CITY DEPARTMENT OF PUBLIC UTILITIES RECOMMENDED BUDGET FOR FISCAL YEAR 2016 - 2017 WATER SEWER STORM SEWER STREET LIGHTING Salt Lake City Department of Public Utilities Director Laura Briefer Public Utilities Advisory Committee(PUAC) Dated PUAC Chairperson Kent Moore Executive Summary Introduction The Salt Lake City Department of Public Utilities (SLCDPU) is pleased to present its recommended budget for fiscal year 2o16-2017. This year's overall recommended budget varies from the last few years as it reflects costs and bonding revenue for significant capital improvement projects within the Sewer Utility over the next several years. The Sewer Utility projects include planning for and implementing substantial changes in sewer treatment processes at SLCDPU's Water Reclamation Facility, driven by federal and state Clean Water Act requirements for nutrient discharges. The Sewer Utility also requires significant Sewer Collection System Master Plan improvements to large diameter sewer pipelines and pump stations that will address system capacity deficiencies to service west Salt Lake City development and growth, including the Northwest Quadrant, the Airport expansion, and relocation of the State Prison. As such, SLCDPU anticipates rates for sewer service to increase each year through at least 2021, and is recommending a sewer rate increase of 12% for 2016-2017. A ten percent increase in the cost of water purchased from Metropolitan Water District of Salt Lake and Sandy (MWDSLS, or Metro Water) requires SLCDPU to plan for additional revenue this year. The MWDSLS rate increases are part of long range funding approved by the Metro board several years ago to fund significant water supply, redundancy and reliability projects that are of great importance to Salt Lake City. SLCDPU is recommending a 4% water rate increase to cover this additional cost. There are no significant changes to costs and revenues associated with the Stormwater Utility and Base Street Lighting Utilities recommended in this 1 March 14,2016 2o16/2017 PUBLIC UTILITIES RECOMMENDED BUDGET budget. An addendum to this recommended budget is anticipated in May 2016 for Enhanced Street Lighting, after the completion of the Enhanced Street Lighting Rate Study and review by the Mayor and City Council, with formal transfer of the Special Assessment Area (SAA) street lights to the Utility anticipated by Council action prior to July 1, 2016. � Budget Essentials 2016-17 Department of Public Utilities topics for budget submission include: • Total Department Budget is $193,762,199• • Capital equipment purchases, debt payments and constructed improvements total of $111.4 million. Capital Project budget of $96.1 million is an increase of 56.7% from last year. • SLCDPU is recommending a 4% rate increase for water service, and a 12% rate increase for sewer service. SLCDPU is planning for Revenue Bonds for the Sewer utility of$63.2 million at 2.87%. • Debt service (bond expenses) 6o% increases $4.2 million from last year for sewer bonds. • Revenues total $173.6 million with bond proceeds • Cash reserves for capital improvements will decrease $20 million • Sewer Capital Program quadruples last year's budget to $72 million. Total sewer capital for the 6 year planning period is $269 million. • Federal and state Clean Water Act nutrient requirements necessitates compliance through conversion to a Biological Nutrient Removal (BNR) process, a change in how the plant treats wastewater. The total Water Reclamation Facility capital improvements are estimated at $194 million over the next 6 years. The City worked successfully with the Utah DWQ in 2015 to have the Phase 1 nutrient rule extended 5 years for compliance in 2025, which allows sufficient time for planning, design, funding, construction and startup of this large project. Once complete, the new BNR process will increase treatment operating costs up to $3.5 million per year. SLCDPU is embarking on the $800,000 treatment master plan and predesign in 2o16, which will include public engagement to develop awareness of the project need and benefits, minimize impacts, and to incorporate stakeholder and public values into the project. • Over $40 million in large diameter sewer capacity improvements are required immediately as part of the Wastewater Collection Master Plan to address groundwater inflow/infiltration and to serve west Salt Lake City growth, including the Northwest Quadrant, Airport expansion, and state prison. • Scheduled increase of$1.5 million in water costs from Metro Water drive additional operating revenue needs for the Water Utility. • SLCDPU's total Department operating budget will increase 3.8% or $3 million to $82.3 million, including a $1.5 million increase in water 2 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET purchase costs and increases expected in salary cost-of-living, insurance costs, and personnel changes. Other Department operating expenses will decrease $563k or 1%. • One new full time employee (FTE) to assist with state and federal water quality requirements in the Stormwater Utility. • One new FTE to replace two seasonal positions in the drainage program of the Stormwater Utility. • Continuance of capital program to install new automated meter reading system throughout SLCDPU's water service area over ten years. The Department replaces meters on a regular basis to assure accurate billing information, and the new generation of water meters have the ability to gather remote meter reads hourly, detect leaks and allow customers to monitor their own daily consumption and activity. When complete, this will significantly reduce field trips and respective labor, travel, gas and greenhouse gas emissions for turning meters on/off, meter reading, and improve service to SLDPU's over 9o,000 metered customers. • SLCDPU's Rain Barrel Program for water conservation and education will be expanded. The Salt Lake City 1999 Watershed Management Plan update, including development of a fire mitigation plan for $16o,000. • Continued interlocal agreement contribution toward Mountain Accord effort of$200,000. • Storm Water Capital Program budget is identical to last year at $5.5 millinon. • Closure of the decade old Northwest Oil Drain EPA remediation. • Street Lighting Capital Program increases $50,000 from last year to total $1 million for energy efficiency upgrades. Revenue Forecast Department revenues are predictable for all funds, except water which is based on changes in seasonal use due to weather. Water sales can be affected adversely by either too little water in storage which can require use of more expensive water resources, or a cooler, wetter summer and spring which reduces water demand and sales. The impact of the City's water conservation rate structure reduces customer usage while balancing financial stability of the Water Utility. Available water is expected to be able to meet the needs of customers this year. Revenues are forecasted on a normal or average expected usage. Proposed Rate Increases for Water and Sewer The Department is recommending a continuance of a 4% water rate increase to generate $2.5 million in revenue and a 12% sewer rate increase for $2.7 million 3 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET additional revenue. As with the prior year budget there are several main budget drivers this year that the Department has little or no control over. Water Rate Increase (4%): • MWDSLS is increasing rates for this and several years, affecting water sold to the Department. These increased rates are driven by MWDSLS debt service for several significant water projects that directly benefit SLCDPU's water supply reliability and redundancy: the Point of the Mountain Treatment Plant and pipelines, and the current Terminal Reservoir seismic reconstruction project. The fiscal year 2oi6-17 increase is io%, which equals an additional operating cost to the Department of$1.5 million. • Google fiber installation requires three full-time engineering technicians assigned to inspect and safeguard SLCDPU buried infrastructure during the installation of the Google fiber network. Similar to last year, the Department will continue to hire temporary engineering technicians to cover shortfalls in other work. Google fiber installation is anticipated to last at least two more years. • The Department's engineering section continues to refine its Asset Management Program and process for project selection, which have identified infrastructure needs at $17.2 million in capital improvements to be completed during FY 2017. Seventy-nine capital projects are proposed for 2oi6-17. The capital improvement program continues to reliably deliver quality water to customers and replace worn out infrastructure. • Water Special Studies include $29k more in FY 2017 for consultants than in FY 2016 with an updated Watershed Management Plan and Watershed Fire Mitigation Plan. The Utility anticipates continuing several operational, capital efficiency, and infrastructure studies. The anticipated cost of all special consultants for the Water Utility will be $925,000 in FY 2017. • Strong Water Capital Program continues with improved meter reading technology and pipe, treatment plant and dam repairs. • Water rate 2017 increase impact: Average resident annual increase of $17.19 or $1.43 per month Sewer Rate Increase (12%): • New Utah DWQ sewer regulations require treatment improvements to begin now to achieve phosphorus limits by 2025, with nitrogen and ammonia rules anticipated to require improvements to achieve regulatory compliance by 2029. Other significant investments for the 4 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET current treatment facility and required Sewer Collection System Master Plan improvements will not be accomplished without rate increases. a. Sewer anticipates $268 million cumulative bonding for the next 6 years for construction of plant retrofit projects and nutrient compliance. b. Influent headworks screening building/trickling filters and odor control facility for $35.5 million c. Multiple large collection line and pump station upgrades to address west Salt Lake City sewer capacity deficiencies of another $21.4 million this year. • Sewer rate 2017 increase impact: Average resident annual increase of $20.50 or $1.71 per month • Storm Water does not appear to need a rate increase now but may need one by 2018-19 of 2% and more in the future to sustain a reasonable capital replacement program. • Street Lighting base fee will be reviewed next year. Enhanced Street Lighting Fees will be submitted by addenda upon completion and approval of public engagement and consultant study. Future Planning Issues (no current budgetary impact) The Department's Administration, Operation and Maintenance buildings have serious deficiencies that require new solutions. The current facilities are very inefficient, do not meet seismic code requirements, and are not adequate to meet future needs. Water, sewer and storm water utilities are considered key infrastructure for emergency response and designated for immediate operation and occupancy following an earthquake. Upgrade and renovation of the administration building to current seismic and LEEDS efficiency and sustainability code appear impractical and expensive at $2.5 million (without any expanded capacity or service). The Regan Building south of the Administration building is a patch work structure and based on experts should have been torn down years ago. Currently this circa 195os building houses watershed, inspection, surveying, IMS and stormwater offices. A 2009 facilities report recommends a new Public Utilities administration operation and maintenance building, or lease. Development is underway to establish a plan that may include demolition of the Regan Building and use of the site to build a new administration structure that will require few employee disruptions or logistic issues such as offsite lease or construction problems to customers and regular business functions. The Department intends to have a sound business plan developed with PUAC input for the administration building by the next budget cycle. 5 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET DEPARTMENT BUDGET HIGHLIGHTS Below is a quick summary of the Department's overall proposed budget. As shown, this overall budget increased 56.7% or $70.1 million. The large increase for the Department affects cash reserves that are projected to decline by $20 million which is only$5 million more than was projected last year: UTILITY BUDGET EXPENSES DEBT PERCENT 2016-2017 OPERATIONS SERVICE CAPITAL TOTAL CHANGE Water Utility $58,540,315 $2,705,6o8 $20,159,174 $81,405,097 10.04% Sewer Utility 16,o66,950 7,341,o89 73,631,733 $97,039,772 182.58% Stormwater Utility 5,483,866 1,011,772 5,507,667 $12,003,305 -0.56% Street Lighting 2,244,025 0 1,000,000 $3,244,025 1.18% $11,058,46 $100,298,57 $193,692,19 Total $82,335,156 9 4 9 56.72% Schedule of proposed rate increases to maintain at least a minimum level of cash reserves and prepare for expected capital needs of each of the funds. As shown below, Storm Water and Street Lighting Funds will not require rate increases since they maintain a fairly stable reserve balance for operation and capital needs. Street Lighting cash reserves are expected to decline and this concern will be reviewed in 2018-19 at the request of the City Council. Projected Rate Increases Water Sewer Stormwater Street Lights 2016-17 4% 12% O% Five year Review 2017-18 4% 30% o% o% 2018-19 4% 15% 2% O% 2019-20 4% 12% 4% o% 2020-21 4% 10% 4% O% 2021-22 4% 8% 4% O% 2022-23 4% 8% 4% O% Personnel Changes • Prior year FTE's (full-time equivalent) employees 403.5 • Existing vacant positions will be used to address needed positions: 1. Inspection position to assist 50% for street lighting and capital improvement inspection for other utilities 2. Engineer IV for Sewer Line condition assessment and project management to saveSave millions in consulting fees and assist the Collection System Project Manager to sift through the repair data already provided. 6 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET • New positions 1. Water Quality requires increased state regulatory compliance requiring a new position. 2. Storm water will replace 2 seasonal positions with a person to handle water compliance requirements. • Total Department employees desired is 405.5 or a change Of 2 positions. • COLA increase of 2% and a possible 6% increase for insurance benefits. Metropolitan Water Purchases Rate Increase The Metropolitan Water District continues to raise rates for wholesale water purchases for the Department. This rate increase will go from $288 to $317 per acre foot or io%. This $29 an acre foot change is expected to cost the department an additional $1.5 million. The chart below shows the increases from Metro and the equivalent corresponding water rate increases to maintain the same level of funding. Metropolitan Rate Increase Proposed Rate Cost to SLCDPU Water Rate Increse Increase SLCDPU to Offset Metro Costs 2o16- 10% °17 $ 1,523,211 2.3/ 2017- o 0 18 7/0 $ 1,172,872 1.7/ 2018- 19 4% $ 717,128 0.9% 2019- 20 4% $ 745,813 0.9% 2020- 21 4% $ 775,646 0.9% Capital Improvements Snapshot Project and project planning is a core responsibility for Public Utilities. Engineering, using a newly adopted CAP (Capital Asset Planning) program and Asset Management Program framework reviews all assets and sets project need on criticality and condition assessments based on a scale of 1-5. A condition 1 is new and 5 indicates possible failure. Criticality is a judgment of the affect that such a failure may impact or harm customers, property or system failure, with criticality 5 being the most severe impact. Projects with a criticality 5 and condition 5 listing get top priority and all other ratings are balanced with financial resources available to manage top concerns. Listed below are the major projects listed for the current fiscal budget. • Water line replacement is budgeted at $6 million with the 1300 South reconstruction of $book the largest. $1.6 million is allocated to developers, mainline valves hydrants and regulator replacements. • Reservoirs have been allocated $1 million with a $47ok start for a bypass line from Mountain Dell to Little Dell reservoir to prepare for Hydro- electric generation. There are io other various small projects • Water service connections that include meters, new connections and meter replacements has an annual budget of $3.3 million with $1.4 million for replacing existing meters with radio tower read meters that 7 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET will replace the old meter reading technology. Meter reads will be almost instantaneous and eventually reduce the cost of hiring readers. • Water treatment plants have ii total projects totaling $4.8 million with $2.2 million for a SCADA system upgrade, $1.3 million for drying bed pipelines and various smaller upgrades. • Renewable microturbine power generation and rehabilitation of an important pressure reducing valve (PRV) at 5th South and loth East. • The Sewer Treatment Plant has budgeted $37.5 million with the headwork's screening and odor control facility, and nutrient design for phosphorus compliance affecting most of the capital changes. • Sewer Line replacements are budgeted at $6.5 million with $23.8 million for Orange Street Interceptor Line and Gladiola rehab. There are 41 other sewer line projects set 1$th North at $3 million. • Oil Drain mitigation close out will occur this year and closure costs between Stormwater and Sewer will be $50ok shared with oil companies. • Storm Water has $5.5 million budgeted of which storm lines are $4.6 million. Riparian Corridor projects are $445k with the bulk of the work on Emigration Creek through Bonneville Golf Course. The Red Butte Culvert continues with $too and $look for the 600 North Drainage Line. • Street lighting efficiency projects increase $50,000 to $1 million. 8 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET WATER UTILITY ENTERPRISE FUND S UMMAR Y OF MAJOR WATER B UDGET ISSUES Below are the suggested budget summary proposals for 2016-17: Water Infrastructure Background The Salt Lake City Water Distribution System is very large and complicated with 1,119 miles of 12" or smaller distribution lines plus 18o miles of large transmission mains for a total asset inventory of 1,299 miles of pipe with over fifty pressure zones. The service area covers the Salt Lake City corporate boundaries as well as the east side of the Salt Lake valley all the way to the mouth of Little Cottonwood Canyon—a total of 134 square miles. Figure 1 shows the age history of the water pipes. This is an aging system with corrosion and other factors that affect the competency of the pipes. There is a continual need to repair and replace bad pipe segments to maintain service and reduce emergency break repair costs and impacts to the public. The Department has adopted a progressive Asset Management Program framework which uses condition assessments of critical facilities to determine appropriate inspection, repair and replacement at the appropriate time, which maximizes the useful life of each asset. This has included investments over the past few years in use of new technology to assess the condition of the large water transmission mains to assure repair and replacement is completed with minimal impact to the public. Cumulative Waterline Mileage 1,400 1,200 1,000 800 600 400 200 Figure 1. Pipeline Age for the Salt Lake City Water Distribution System 9 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Analysis of Estimated Revenue An analysis of the estimated revenue contained in the Department's recommended Budget for the Water Utility is as follows: Amended Proposed Budget Budget Revenue(Water) 2015-2o16 2016-2017 Difference Percent Water Services Fees $64,533,448 $67,114,786 $2,581,338 4.00% Interest 200,000 200,000 - 0.00% Interfund charges 2,529,315 2,770,535 241,220 9.54% Sale of used equipment 50,000 50,000 0 0.00% Impact fees 500,000 500,000 0 0.00% Contributions by 1,205,000 1,205,000 0 0.00% Developers Use of Reserve Funds 18,407,652 9,564,776 (8,842,876) -48.04% TOTAL $87,425,415 $$1,405,097 ($6,020,318) -6.89% Budgeted revenues decrease by <$6,020,318> or <6.89%> with a proposed 4% rate increase and an increase in interfund charges (internal reimbursements) for work performed for the other utility funds. Revenue from Water Sales and Services: The proposed revenue for water sales and services includes a 4% rate increase which is budgeted to generate an additional $2,581,338 in metered sales. Interest Income: The Department is budgeting the same interest income as the prior year as interest rates have fluctuated little for investments. Other Revenue: Other revenues are not budgeted to change. Impact Fees: No Change Contributions by Developers: No Change Reserve Funds: The Department plans to use $9.6 million of reserve funds to balance the capital improvement needs. Budgeted use of reserve funds is <$8,842,876> less than the FY 2016 budget or a decrease of<48.04%>. Analysis of Estimated Expenditures The expenditure budget for the Department is proposed to decrease <$6,020,318> or <6.89%> from the FY 2o16 budget. The proposed budget for FY 2017 by major category is as follows: 10 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Amended Proposed Major Expenditure Budget Budget Category(Water) 2015-2o16 2016-2017 Difference Percent Personal services $19,215,493 $20,497,400 $1,281,907 6.67% Materials and supplies 3,665,710 3,583,86o (81,850) -2.23% Charges for services 33,194,012 34459,055 1,265,043 3.81% Debt service 2,758,000 2,705,6o8 (52,392) -1.90% Capital outlay 3,448,400 2,934,154 (514,246) -14.91% Capital improvement ro ram 25,143,800 17,225,020 (7,918,780) -31.49% TOTAL $87,425,415 $$1,405,097 (6,020,318) -6.89% Personnel Services: Employee costs are estimated to increase $1,281,907 or 6.67% for a 2% COLA, and a 6% increase in estimated benefit costs. The budget anticipates an increase of 1/2 FTE to help the Water Utility with increased testing of water quality standards and the reassignment of 1/4 FTE from the Stormwater Utility to Water Utility to assist with project inspection. Materials & Supplies: The proposed budget for materials and supplies of $3,583,86o decreases <$81,850> or <2.21%> from last year's budget of $3,665,710 for the following reasons: • Books, stationary, copy supplies and postage decrease <$35,450> • Computer supplies decrease <$10,400> • Repair parts materials and supplies decrease <$3o,600> • Chemicals decrease <$25,000> • Small tools and equipment increase $18,400 • Other materials and supplies increase $1,200 Charges for Services: The proposed budget for charges and services will increase $1,265,043 as explained below: • Increase of$1,523,211 for water purchased from the Metropolitan Water District • Special Consultants costs decrease <$294,000> o Continuing special consulting arrangements: ■ Wire to Water Efficiency$10 o,o o o ■ Water Data Management $ioo,000 ■ Sharepoint Software $50,000 ■ Admin Bldg Pre-design $50,000 11 March 14,2016 2016/2017 PUBLIC UTILITIES RECOMMENDED BUDGET ■ Impact Fee Study $25,000 ■ Public Engagement and Outreach $15,000. o New consulting arrangements: $175,000 ■ Updated Watershed Management Plan and new Watershed Fire Mitigation Plan - $16o,000 ■ City Creek Canyon recreational use study- $15,000 o Discontinued special consulting arrangements <$469,000>: ■ Google Fiber <$300,000> costs now in personnell services ■ Secondary Water Supply Study(completed) <$loo,000> ■ Wasatch Legacy Project and Utah Conservation Corp's weed work <$49,000> ■ Grant Study <$20,000> • Professional and Technical Services costs increase $44,040. • Decrease in Data Processing costs for programming services of<$150,000> • Increase in Travel and Conferences of$7,820 • Increase in Water Stock Assessment of$102,000 • Increase in power and utility costs of$131,o66 • Decrease of<$100,284> for Risk Management, Claims, and Damages • Decrease of<$12,719> for Payment in Lieu of Taxes • Increase in other charges and services $13,909 Capital Outlay: The proposed Water budget of capital outlay for FY 2017 includes a <14.91%> decrease of <$514,246> from last year for a total budget of $2,934,154• The budget includes $1,500,000 for watershed purchases, $30,000 for water rights, $536,154 in vehicle replacements, and $390,000 for field equipment. The total budget for pump equipment, telemetry, and office furniture &equipment is $130,000. Treatment plant equipment upgrades of$225,000 are also included. The proposed budget for other non-motive equipment totals $120,000. Capital Improvement Program: The Department's proposed CIP budget for FY 2017 is $7.9 million less than the previous year. Capital project summary by facility types are listed below: 12 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Proposed Water Capital Improvement Program Budget for Fiscal Year 2016-2017 Type of Project Budget Amount Replacement of water lines and hydrants $5,975,500 Treatment plants 4,832,020 Service line replacement&new connections 2,275,000 Pumping Plant Upgrades 1,460,000 Reservoirs 976,000 Meter change out program 800,000 Wells 370,000 Water meter replacement 200,000 Culverts,flumes&bridges 148,500 Landscaping 77,000 Maintenance buildings 76,000 Water Quality Monitoring Stations 35,000 Total 2016-2017 CIP Budget $17,225,020 The Water Utility proposes investing a total of $17,225,020 in the water system. Investments include of $1.1 million for drying bed pipelines at City Creek Treatment plant, $2.2 million for SCADA master plans and operator station upgrades, $1.5 million on three pump station projects, $148,500 for eight culvert/flume projects, $370,000 for well upgrades, $1.o million for reservoirs, and $9.3 million for water line and service connection improvements. 13 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET SEWER UTILITY ENTERPRISE FUND SUMMARYOFMAJOR SEWER BUDGET ISSUES Below are the budget considerations that impact the FY 2017 and affect strategic future planning issues for the next decade: • Strategic Capital Improvement Plan based on anticipated Federal and State Nutrient Rules and needed structural upgrades. • Bonding of $268.7million over the next six years beginning in the 2o16- 2017 for key facility replacement costs and to comply with phosphorus treatment rule. • Rate Increase of 12% this year followed by 30% in FY 2018, 15% in FY 2019, and 12% in FY 2020 to implement phosphorus removal discharge compliance and bond coverage requirements. • Major Sewer Collection Master Plan upgrades and renovations require an investment of$78.1 million over the next three years. Rate Increase of 12%for 2017 with 30% Increase Possible for 2018 The Sewer Utility is anticipating substantial capital needs and rates that will be needed to provide the debt coverage. The Sewer Utility has and continues to identify various collection lines, lift stations and other facilities, especially at the reclamation plant, that through age, need replacement. In order to fund the Sewer Utility's anticipated needs for capital improvements, the Department proposes a 12% increase in sewer rates in FY 2017 with increases to sewer rates in subsequent years if Federal mandates are adopted as State regulations. The 12% rate increase will generate $2.7 million for the Utility. The following table shows the proposed rate increases for 6 years: Suggested Future Rate Increases 2016/17 12% 2017/18 30% 2018/19 15% 2019/20 12% 2019/20 10% $268.7 Million in Bond Issues Anticipated in Six Years In addition to the proposed rate increases, the Department anticipates raising $268.7 million of funds for the Sewer Utility through the issuance of five bonds. Rates are affected by the amount of debt service payments required to pay the bonds. This bonding helps keep rates reasonable. The anticipated bond issuances are as follows: 14 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Anticipated Bonding 2016/17 $63,208,000 2017/18 $4922732000 2018/19 $30,899,000 2019/20 $21,721,000 2020/21 $96,006,000 2021/22 $7,590,000 The Department forecasts that it will need revenue bonds to finance 23 identified projects during FY 2017 through FY2022. Sewer Bond Projects Anticipated 2% 20% 25% 53% ■Rec. Plant Renovations ■ Rec. Plant Nutrient Compliance ■Collection Lines ■ Lift Stations The $268.7 million in bonds will go toward $53.2 million in Water Reclamation Facility renovations, $141.3 million in nutrient projects to comply with anticipated EPA standards, $68.3 million in collection line rehabilitation projects, and $5.9 million in lift station projects. Sewer Collection Line Rehabilitation The FY 2017 budget includes $33.4 million for collection line improvements, an increase of $25.7 million from the FY 2016 budget as the Department's focus on line rehabilitation improves with project identification processes and criteria. A $14.1 million budgeted investment in a 500 South Sewer Diversion is 42% of the amount budgeted for collection line improvements in FY 2017; a $6 million budgeted investment to rehabilitate the collection line under part of Gladiola Street is 3% of the amount budgeted for collection line improvements in FY 2017. The remaining $13.3 million or 55% is spread over 58 collection line improvement projects the Utility has budgeted. Collection 15 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET line improvements represent 46% of the FY 2017 Sewer Utility capital improvements budget. Remediation of Final Segment of the Northwest Oil Drain Canal Discovered in 2003 to be contaminated, the Northwest Oil Drain Canal near the Sewer Reclamation Plant is undergoing an ongoing environmental remediation mandated by the EPA. The Department continues to do its part to remediate the Canal in accordance with an agreement between oil companies, the EPA and the Department. The Sewer Utility is budgeting $333,000 FY 2015-16 for the ongoing remediation. Stormwater is budgeting to contribute $167,000 in FY 2017 to this project. The Department continues to collaborate with Chevron and British Petroleum receiving reimbursement for 2/3 of the project costs from the oil companies. The department anticipates FY 2017 will be the final year of the remediation project. Sewer Infrastructure Background The sewer collection system (653 miles in 2014) is a very challenging environment; hydrogen sulfide gases, sediment, roots and other factors affect the competency of the collection lines. Because of the environment of the collection system there is a continual need to repair and replace bad pipe segments. More than 50% of the sewer collection system is more than 85 years old (Figure 3). Sewer Utility Capital Improvement Program's goal is to rehabilitate at least 1% of the aged collection system every year (Figure 4). Age and Length of Sewer Lines 700.00 600.00 500.00 400.00 300.00 200.00 100.00 1890-1899 1900-1909 1910-1919 1920-1929 1930-1939 1940-1949 1950-1959 1960-1969 1970-1979 1980-1989 1990-1999 2000-2009 Figure 3. Pipeline Age & miles for the Salt Lake City Sewer Collection System 16 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET SEWER LINE REPLACEMENT HISTORY 60,000 52,591 51,954 51,343 50,000 40,000 34,477 35,391 32,772 30,591 32,202 30,000 20,000 j10,920 12,727 10,000 AL �O l� 00 C1 O zT kn l- 00 01 O 4 N Cm 4 O O O O N O O O O O rq Fiscal Year Figure 4. Sewer System Restoration Program in linear feet Analysis of Estimated Revenue The FY 2017 proposes a revenue increase of $54,969,621 million or 130.44% to $97,1o9,621 from the $42,140,151 in the FY 2016 budget. An analysis of the estimated revenue contained in the Department's Recommended Budget is as follows: Amended Proposed Budget Budget Revenue(Sewer) 2015-2016 2016-2017 Difference Percent Sewer Services Fees $22,502,189 $25,202,452 $2,700,263 12.00% Interest 250,000 200,000 (50,000) -20.00% Permits 70,000 70,000 0 0.00% Other 185,000 165,000 (20,000) -10.81% Bond Proceeds 0 63,208,000 63,208,000 N/A Impact Fees 350,000 350,000 0 0.00% Contribution by Developers 3,500,000 520,000 (2,980,000) -85.14% Sale of Property 20,000 20,000 0 0.00% Reserve Funds 15,262,962 7,374,320 (7,888,642) -51.68% TOTAL $ 42,140,151 $ 97,109,772 $54,969,621 130.44% Explanation of revenue Sewer service fees: Sewer service fees are expected to increase $2,700,263 or 12% to $25.2 million from $22.5 million because of a proposed rate increase of 12%. The rate increase is needed to finance the capital improvement program and debt service of future bond issues. 17 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Interest Income: Interest income is expected to decrease <20%>or <$50,000> . Permit fees: Permits are expected to remain constant with no change. Other income: Other income is expected to decrease <1o.81%> or <$20,000>. Impact Fees: No changes in impact fees are budgeted Contribution by developers: Contributions are expected to decrease <$2,98o,000> based on the historical trend. Bond Proceeds: The department anticipates issuing $63,208,000 in bonds to finance the capital investments budgeted for FY 2017. Reserve Funds: Reserve funds of $7,374,320 will be required to provide the additional financing gap needed to finance the Sewer Utility's budgeted capital projects. These funds are from prior years' earnings reducing the utility's cash reserves. Budgeted use of reserve funds is down <51.68%> or <$7.9 million> from the FY 2o16 budget. Analysis of Estimated Expenditures The FY 2017 proposes a $54,969,621 increase or 130.44% in expenditures of to $97,1o9,621 from the $42,140,151 in the FY 2o16 budget As shown below, the increase is driven by the proposed $50,343,533 or 228.21% increase in the capital improvement program. The proposed budget for FY 2017 by major category is as follows: Amended Proposed Major Expenditure Budget Budget Category(Sewer) 2015-2016 2016-2017 Difference Percent Personnel services $8,841,535 $9,400,174 $558,639 6.32% Materials and supplies 1,376,810 1,693,550 316,740 23.01% Charges for services 5,258,306 4,973,226 (285,080) -5.42% Debt services 3,135,000 7,341,089 4,206,089 134.17% Capital improvements 22,060,200 72,403,733 50,343,533 228.21% Capital outlay 1,468,300 1,278,000 (190,300) -12.96% TOTAL $42,140,151 $97,089,772 $54,949,621 130.44% Explanation of Expenditures Personnel Services: Budgeted employee costs will increase $558,639 or 6.32% for a 2% COLA and a 6% increase in estimated benefit costs. The increase on the FY 2017 budget also anticipates the reassignment of 1/4 FTE from the Stormwater Utility to Sewer Utility. Materials & Supplies: The Sewer Utility's budget for this category increases $316,740. These changes are: • Chemicals increase $83,600 as the WAS (Waste Activated Sludge) comes online. 18 March 14,2016 2016/2017 PUBLIC UTILITIES RECOMMENDED BUDGET • Parts and repairs increase $202,000 • Tools increase $27,150 • Other Supplies increase $4,400 • Safety equipment decreases <$450> Charges for Services: The budget for charges and services decreases <$285,o8o> in the following areas: • Travel and conferences increase $15.105 • Utilities increase $12,528 in utilities • Professional services decrease <$304,500> • City fleet services increase $1o,000 • Payment in lieu of taxes decreases <$72,006> • Risk management premiums, claims and damages increase $2,195 • Increase in other charges and services of$51,5198 Debt Service: - The annual debt service budget increases $4,2o6,o89 in FY 2017's budget in anticipation of issuance of $63,208,000 in bonds. Future bonds will increase debt payments when they are issued. Capital Outlaw - The proposed capital outlay budget decreases by <$190,300> for the FY 2017 budget to $1,278,000, a decrease of <12.96%>. The FY 2017 capital outlay budget includes $1oo,000 for a vehicles and trucks, $493,000 for a Vactor, a backhoe and other field maintenance equipment items, $495,000 for palnt equipment including a $350,000 truck scale, $1o,000 for telemetry equipment, $20,000 for office furniture and equipment, and $16o,000 for other non-motive equipment. Capital Improvements: The proposed capital improvement program includes rehabilitation of more than 35,825 feet of collection pipes, or over 1% of the collection system, and extensive upgrades at the reclamation plant, investments in lift stations, and the completion of the remediation closure to the Northwest Oil Drain. General project types budgeted for FY 2017 are listed below: Proposed Sewer CIP Budget for Fiscal Year 2016-2017 Type of Project Budget Amount Treatment Plant $37,533,500 Collection Lines 33,374,900 Lift Stations 442,000 Maintenance and repair shops 420,000 Landscaping 333,333 Land 300,000 Total 2016-2017 Capital Improvement Program $72,403,733 19 March 14,2016 2016/2017 PUBLIC UTILITIES RECOMMENDED BUDGET STORMWATER UTILITY ENTERPRISE FUND SUMMARY OFMAJOR STORMWATER BUDGETISSUES Below are the suggested budget summary proposals for FY 2017: No Rate Change Stormwater continues a modest capital improvement program with projected revenue considered sufficient to handle capital and operational needs for several years without a rate increase. Stormwater Collection System Improvements The Stormwater capital improvement budget includes $664,000 for lift stations and $4,213,000 (not including $448,000 for riparian corridor projects) for 16 collection line improvement projects. Collection lines and lift stations are 89% of the Stormwater Utility's capital improvement budget. Riparian Corridor Stream Projects The amount budgeted for Riparian corridor projects total $448,000 and are 8% of the Utility's capital improvements budget. Riparian projects planned for 2o16-17 are focused around the Bonneville Golf Course. Northwest Oil Drain Canal Remediation The Stormwater Utility continues to be involved in the Departments efforts to ensure compliance with the EPA in regard to the Northwest Oil Drain Canal and has budgeted a $167 thousand for the Stormwater Utility's anticipated project costs ($333 thousand in the Sewer Utility). The Department anticipates spending $1.5 million of which $1.o million will be reimbursed; Chevron and British Petroleum partner to reimburse the Department 2/3 of the cost incurred. Stormwater Infrastructure Background The last Drainage Master Plan was completed in 1993• The projects identified in the Master Plan provide direction and areas that may or have already been completed. In the last ten years 39.4 miles of storm drain pipe has been installed (Figure 5). Some of the major projects that have been completed in the last 15 years are listed in Figure 6. 20 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET STORMWATER LINE INSTALLATION HISTORY 40,000 ;4_?S0 35,000 KOH o rz _ _4„ '6.519 ,,4 `1.8;6 Gr, d 1=.O0n 1_ _4 10.00 In non �S- nnn U n _ c O O O O O O O O O O O O O O O N N N N N N N N N N Fiscal Year Figure 5. New Drainage Pipe Installed in the Last io Years 2000 20o So Pump Station Jordan River... $85ok 2oo6 goo South Storm Drain................. $16m 2007 CWA#2 Pump Station.................. $1.2m 2oo8 City Creek Diversion ................... $4m 2009 Upgrade Oil Drain Station.............. $70ok — Westside Drainage Channels............ (ongoing) — Replace Cross Drains in Av............ (ongoing) 2012 Folsom Storm drain ...................... $8m 2013 Soo South pump station ................. $1m Figure 6. Recent Major Drainage Projects in past io Years 21 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Analysis of Estimated Revenue An analysis of the estimated revenue anticipated in the budget for the Stormwater Fund is as follows: Amended Proposed Budget Budget Revenue(Storm) 2015-2016 2016-2017 Difference Percent Operating Sales $8,050,000 $8,050,000 $0 0.00% Interest 100,000 100,000 0 0.00% Impact fees 200,000 200,000 0 0.00% Contributions by Developers 516,000 516,000 0 0.00% Other 1,000 1,000 0 0.00% From(To)Reserves 7,403,398 3,136,305 (4,267,093) -57.64% TOTAL $16,270,398 $12,003,305 ($4,267,093) -26.23% Explanation of revenue Operating Sales: No change. Interest Income: No change. Impact Fees: No change. Contributions by Developers: No change. Other Fees: No change. Reserve Funds: Reserve funds of $3,136,305 will be required to provide financing needed for the Utility's capital improvement program. These reserve funds, from prior years' earnings, directly reduce the Utility's cash reserves. Budgeted use of reserve funds is down <57.64%> or $4.3 million from the FY 2016 budget. Analysis of Estimated Expenditures The expenditure budget for the Stormwater Utility is proposed to decrease <$4,268,093> or <26.23%> from the FY 2016 budget. The proposed budget for fiscal year FY 2017 by major expenditure category is as follows: Amended Proposed Major Expenditure Budget Budget Category(Storm) 2015-2016 2016-2017 Difference Percent Personal services $2,290,764 $2,588,205 $297,441 12.98% Materials and supplies 147,500 156,500 9,000 6.10% Charges for services 3,050,134 2,739,161 (310,973) -10.20% Debt Service 1,020,000 1,011,772 (8,228) -0.81% Capital improvements 9,727,500 5,491,667 (4,235,833) -43.54% Capital outlay 34,500 16,000 (18,500) -53.62% TOTAL $16,270,398 $12,003,305 ($4,267,093) -26.23% 22 March 14,2016 2016/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Explanation of Expenditures Personnel Services: The proposed budget increases employee costs $297,441 or 12.98% for a 2% COLA with 6% anticipated increase in health insurance costs. The FY 2017 budget also proposes the addition of 1 1/2 FTEs but also considers the reassignment of 1/2 FTE from Stormwater to Water and Sewer. Materials & Supplies: Materials and Supplies increase 9,000. • Laboratory Supplies increase $2,500 • Computer supplies increase $3,000 • Stationary and duplication supplies increase $500 • Laundry and linen cost increase $1,000 • Small tools and equipment increase $1,250 • Non-motive Parts increase $750. Charges & Services: This category decrease <$310,973>. The decrease is related to the following charges and services: • Professional and contract services decrease <$199,500> • Travel and conferences increase $905 • Utilities increase $33,720 • Amounts paid to other city departments decrease <$114,286> • Other charge and services decrease <$31,812> . Debt Service: The amount of budgeted debt service is expected to decrease <$8,228> to $1,011,772. Capital Equipment: The proposed capital equipment budget decreases $18,500 to $16,000 a significant decrease from FY 2017's capital equipment budget of $563,000. The capital equipment budget includes $5,000 for telemetry for the lift stations and $11,000 for other non-motive equipment. Capital Improvements: The proposed capital improvement budget of$5,507,667 is $4,235,833 less than budgeted in FY 2o16. The capital improvement budget for FY 2017 includes major categories of projects as follows: Proposed Storm CIP Budget for Fiscal Year 2016-2017 Type of Project Budget Amount Collection Lines 54,213,000 Riparian Corridor Improvements 448,000 Lift Stations 664,000 Landscaping 166,667 Total 2016-2017 Capital Improvement Program $5,491,667 23 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Stormwater Utility's capital improvement budget for FY 2017 anticipates $225,000 reconstruction on the Westpoint Park Underdrain Lift Station, $800,000 for a new storm drain on 22oo East, $450,000 for Lee Drain-Open Pipe Channel, a $907,000 investment in the storm drain on Indian Avenue, and four riparian corridor projects including $418,000 for three projects at Bonneville Golf Course, and $30,000 for riparian corridor sign construction. The landscaping budget includes $167,000 for the Northwest Oil Drain remediation. The Stormwater Utility's capital improvement budget of $5,491,667 includes investments in all aspect of the stormwater system. 24 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET STREET LIGHTING UTILITY ENTERPRISE FUND SUMMARY OF MAJOR STREET LIGHTING BUDGET ISSUES Below are the suggested budget summary proposals for 2015-16: No Rate Change The rates were established the beginning of January 2013 for $3.73 per month for an average residential customer, or Equivalent Residential Unit (ERU), and are expected to remain unchanged for this fiscal year. The Street Lighting fees will be re-evaluated in FY 2o18 in accordance with city council's original plan for Street Lighting Utility. Street Lighting Special Assessment Areas (SAAs) During this budget process the Mayor and City Council will decide to add the General Fund enhanced lighting areas to the enterprise fund. Options include special surcharges to the enhanced lighting customers to pay for this service. If approved those customers in the SAAs will be billed along with their regular water bill. Street Lighting Capital Program The Street Lighting Capital Program focuses on replacing aging infrastructure with energy efficient upgrades. Improvements totaling $1,000,000 are planned in the FY 2017 with increases to $1,050,000 anticipated in subsequent years. Street Lighting Infrastructure Background Of the 15,362 lights that the city maintains about 6,200 or about 4o% are now considered to be highly energy efficient. We are in the fourth year of a ten year goal to convert all of the lights to high energy efficiency lamps. This means that this coming fiscal year would see another 1,500 lights converted. The Street Lighting Utility is saving energy that is anticipated to have a $12,532 favorable effect on the FY 2017 budget and a similar effect in future years. There have been and may still be energy saving rebates available as the conversion continues. Analysis of Estimated Revenue An analysis of the estimated revenue anticipated in the budget for the Street Lighting Fund is as follows. Revenue(Lights) Amended Budget Proposed Budget Difference Percent 2015-2016 2016-2017 Operating Sales $3,200,000 $3,200,000 0 0.00% Interest 30,000 30,000 0 0.00% Other 2,000 2,000 0 0.00% Bonds/Grants 0 0 0 0.00% From(To)Reserves 194,097 12,025 (182,072) -93.80% TOTAL $3,426,097 $3,244,025 (182,072) -5.31% 25 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Explanation of Revenue Operating Sales: Operating sales are expected to remain unchanged from the prior year amended budget. Interest Income: Interest rates and Street Light Utility's cash balance are not anticipated to change; accordingly, budgeted interest income is unchanged from FY 2014-2015. Other Fees: Other fees are budgeted to remain unchanged. Bonds: No bond issues are currently proposed. Reserve Funds: The budget anticipates adding $12,025 to the reserve utility's fund in FY 2017 a decrease of <$182,072> of the amount of reserve funds budgeted to be used in FY 2o16.. Analysis of Estimated Expenditures The Department proposes an expenditure budget of $3,244,025 for the Street Lighting Utility. The proposed budget for fiscal year FY 2017 by major expenditure category is shown below: Amended Proposed Major Expenditure Budget Budget Category(Lights) 2015-2016 2016-2017 Difference Percent Personal services $232,272 $196,416 (35,856) -15.44% Materials and supplies 0 5,800 5,800 0.00% Charges for services 2,023,825 2,041,809 17,984 0.89% Debt Service 0 0 0 0.00% Capital improvements 1,170,000 1,000,000 (170,000) -14.53% Capital equipment 0 0 0 0.00% TOTAL $ 3,426,097 $ 3,244,025 (182,072) -5.31% Explanation of expenditures Personnel Services: The proposed budget decreases employee cost <$35,856> or <15.44%>• A 2% COLA, 6% increase in health benefits costs and no increase for retirement benefit costs offset personnel changes from the from the FY 2016 Budget. This budget considers the July 1, 2015 reassignment of 1 FTE from Street Lighting to Water, Sewer, and Stormwater. Materials & Supplies: No materials and supplies were anticipated for Street Lighting in FY2o16 as the utility has a contract to maintain Streetlights. The FY 2017 budget anticipates spending $5,800 to purchase materials, supplies, and equipment to fill a vacant position since the utility began. 26 March 14,2016 2oi6/2017 PUBLIC UTILITIES RECOMMENDED BUDGET Charges & Services: The proposed budget for charges and services increases $17,984 or o.89% in FY 2017. The changes are as follows: • Streetlight maintenance contract is anticipated to increase $30,204 • Electricity cost are anticipated to decrease <$12,532> • Other charges and services increase $312 Debt Service: The Utility has no outstanding bonds or debt. Accordingly, no debt service is budgeted. Capital Equipment: No expenditures for capital equipment are planned. Capital Improvements: The proposed CIP budget is $1oo,000. The capital improvement budget for 2016 — 2017 is as follows: Proposed Street Lighting CIP for Fiscal Year 2016-2017 -Type of Project Budget Amount System upgrade for high efficiency and uniformity 1,000,000 Total 2016-2017 Capital Improvement Program 1,000,000 The capital improvement program includes $400,000 to upgrade to highly efficient lighting and other system improvements on arterial and collector streets, and $600,000 to upgrade to high efficient lighting and other system improvements in neighborhoods. The current standard for high efficient lighting is light emitting diode (LED), which has shown a marked increase in light performance, life and efficiency. The Department will continue to apply for and leverage LED efficiency upgrades for power company rebates while their program remains funded. 27 March 14,2016