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Council Provided Information - 5/21/2024CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM:Sam Owen, Policy Analyst DATE: May 21, 2024 RE:Metropolitan Water District of Salt Lake & Sandy Property Tax Proposal ISSUE AT-A-GLANCE A majority of the five Metropolitan Water District Board Trustees appointed by Salt Lake City will briefly present to the Council about the 2024 property tax proposal. This is one requirement in the State law that governs how the District sets its property tax levy. The Council is scheduled to decide on the property tax proposal at its formal meeting, May 21, 2024. Each City Council of the member cities, Salt Lake City and Sandy City, must approve the proposal for the tax to increase. Sandy City approved the proposal following their hearing earlier in May. As discussed in previous briefings, if Salt Lake City does not approve the tax proposal, it does not move ahead, and the District could instead increase water sales prices to member cities to recover the revenue. ADDITIONAL INFORMATION The Metropolitan Water District of Salt Lake and Sandy stores, treats and conveys culinary water supplies for Salt Lake City and Sandy City. The District is one of the taxing entities that appears as a line on the property tax bill for Salt Lake City property owners. Water is delivered to City residents through Salt Lake City Public Utilities. The District is proposing a property tax increase that would generate new property tax revenue from Salt Lake City taxpayers, netting an additional estimated $6.77 million. Cost impact from the tax proposal to a residential property of median value in Salt Lake City ($596,000) would be about $49 annually. Property tax makes up about one quarter of the District’s annual revenue. The remainder comes from a regular capital assessment to member cities, as well as water sales, primarily to member cities. The District also proposes bonding revenue of about $24.3 million for the new fiscal year. Item Schedule: Briefing: May 7, 2024 Public Hearing: May 7 & May 21, 2024 Potential Action: May 21, 2024 (property tax proposal) Page | 2 The District highlights a current grouping of required capital improvements and projects totaling $117.9 million. Anticipated annual fiscal impact is an estimated $9.3 million per year, from just these new capital expenses. These figures capture part of the District’s planned capital improvement program expenses. The Council reviews the rest of the District’s budget, and does not formally adopt it. The Council appoints five of the seven-member Board of Trustees. The total FY25 expenditures and revenues figure is an estimated $100.3 million, up from last year’s total $51.2 million. Budget figures could shift pending outcome of the property tax proposal.  FY25 Tentative Budget Salt Lake City Council Meeting May 21, 2024 Thank you for the opportunity to provide this report to the Council. The Metropolitan Water District of Salt Lake & Sandy has tentatively adopted a tentative budget that includes a proposed property tax that exceeds the certified rate that would normally apply for fiscal year 2025. Pat Comarell, Cindy Cromer, Joan Degiogio, and I represent a majority of the Trustees appointed by Salt Lake City to the Metro Board. We are providing this report under Utah Code Section 17B-1-1003. The District’s tentative budget includes a property tax of 0.00035, which is an increase from the current certified rate of 0.000200 for Salt Lake City. The proposed tax increase would generate $8,639,514, between Salt Lake City and Sandy City. These additional funds will be used to meet the District’s increased costs, including Cottonwoods Connection Project, Deer Creek Dam Intake Project, Jordan Aqueduct System Capital and O&M costs, and Central Utah Project OMR&R costs. The District’s General Manager discussed these costs and the purpose of the property tax increase in more detail during the May 7th work session. The proposed property tax rate increase would generate approximately a 72% increase in the property tax revenue for the District, between Salt Lake City and Sandy City. We are happy to answer any questions the Council has. 1 Memo TO: City Council leadership DATE: February 2, 2024 FROM: Metropolitan Water District of Salt Lake & Sandy SUBECT FY25 Proposed Increase to the Certified Tax Rate CC: MWDSLS Board of Trustees ISSUES The Metropolitan Water District of Salt Lake & Sandy (“District”) needs an increase in revenue to address critical water infrastructure and to pay for the cost increases from other entities (i.e., Central Utah Water Conservancy District, Jordan Valley Water Conservancy District, and Provo River Water Users Association). The following is a summary of these critical capital projects and costs from other entities: Description Annual Cost Type of Expense Long-Term Financial Impact Entity responsible for securing funding Cottonwoods Connection Project (District/SLC/SC) Purpose: Required project to address aging infrastructure and Salt Lake Aqueduct seismic and other elements of resiliency. $2,276,800 Capital $41.5 Million (repayment of 30 year loan/bond) Metropolitan Water District of Salt Lake & Sandy Deer Creek Dam Intake Project (PRWUA costs) Purpose: Required project to replace aging dam infrastructure that delivers 85,000 AF of water (80% of water portfolio) to the Salt Lake Valley. $1,240,000 Capital $37 Million (30 years repayment) Provo River Water Users Association Jordan Aqueduct/Jordan Valley Water Treatment Plant Capital and O&M (JVWCD costs) Purpose: Address aging infrastructure that delivers water to Northwest quadrant of Salt Lake City. $5,023,680 (5 year average) Capital and O&M $32.5 Million (10 years of capital projects) Jordan Valley Water Conservancy District Central Utah Project OMR&R (CUWCD costs) Purpose: Expenses related to the District’s investment in Central Utah Project water. $1,501,500 O&M and repair and replacement of CUP facilities $6.9 Million (forecasted target increase) Central Utah Water Conservancy District Total $9,371,370 $117.9 Million 2 RECOMMENDATION To meet the District’s revenue needs, the board of trustees recommends increasing the certified tax rate to 0.00035. By way of information, the District’s maximum tax rate is 0.0005. In 2008, the District increased the certified rate to 0.00035. Over time, the rate has eroded as the value of properties has increased. Since 2008, the District has not implemented a certified rate increase. Taxes are a reliable source of revenue and the investment in water infrastructure projects will benefit future generations. The investment in capital projects that will last more than 75 years supports generational equity. AUTHORIZATION FROM SALT LAKE CITY AND SANDY COUNCILS As of January 1, 2015 current statute (17B-2a-608) states than increasing the certified tax rate requires approval by “the legislative body of each municipality that appoints a member to the board of trustees under Section 17B-2a-604.” The appointed board of trustees of the Metropolitan Water District of Salt Lake & Sandy must receive approval from their appointed authority to increase the certified tax rate to 0.00035. The timing of the city councils’ approving the District’s certified tax rate needs to occur after the District adopts the tentative FY25 budget on April 15, 2024 and before the budget public hearing on May 20, 2024. The statutory deadline for budget adoption is June 22, 2024. With the approval of both city councils, the certified rate would increase as budgeted and be formally adopted after a Truth in Taxation hearing in August. A question to be resolved is how the two cities want to present the tax increase to their councils for approval. Attachment A describes in more detail the statutory requirements of each city council. CONCENSUS FROM CITY COUNCILS There must be consensus from both councils and each city will be taxed at a uniform and equal rate. If either council does not approve an increase to the certified tax rate, then the District will propose an increase to the water rate. The water rate must also be uniformly applied to all cities comprising this District. The District will propose an 39.33% water rate increase to both member cities (36.33% generates the revenue equal to the property tax and the 3% water rate increase was already forecasted in the FY25 budget). Table 1 calculates the annual impact of an increase to the certified tax rate to Sandy City and Salt Lake City property owners. On average, a property owner in the Metropolitan Water District of Salt Lake & Sandy’s service area would see an annual property tax increase of $47.00. 3 Table 2 represents the net revenue generated from the certified tax rate increase. The District would receive an additional $8.6 million in tax revenue. Table 2 also shows the estimated tax revenue from each member city. Table 3 represents the current water sales revenue and the projected water rate increase of 36.33% to match the revenue net revenue increase of the proposed property tax. Table 1: Annual impact of property tax increase to Property Owner City Median Market Value of Property Taxable Home Value (55% of median) Current Year Tax Rate Proposed Next Year Certified Tax Rate Percent Increase Annual Increase to property owner Monthly increase Sandy $628,000 $345,400 0.000216 0.00035 62.04% $46.28 $3.86 Salt Lake $576,000 $316,800 0.000200 0.00035 75.00% $47.52 $3.96 Table 2: Dollar amount generated from an increase in the certified tax rate City 2023 Tax Year Certified Tax Rate 2023 Tax Revenue Proposed Certified Tax Rate Estimated 2024 Tax Revenue Net Revenue Increase Sandy City 0.000216 $3,010,170 0.00035 $ 4,877,590 $1,867,420 Salt Lake City 0.000200 $9,030,509 0.00035 $15,802,603 $6,772,094 Total MWDSLS Taxes $12,040,679 0.00035 $20,680,193 $8,639,514 Table 3: Dollar amount generated from an increase to water rates City FY24 Water Sales Revenue Percent Increase Estimated FY25 Water Sales Revenue Net Revenue Increase Sandy City $ 6,658,388 36.33% $ 9,077,381 $2,418,993 Salt Lake City $17,121,570 36.33% $23,341,836 $6,220,266 Total MWDSLS Water Sales to Member Cities $23,779,958 36.33% $32,419,217 $8,639,259