HomeMy WebLinkAbout2010-02-02 WUCFD MINUTESWATER UTILITIES COMMUNITY FACILITIES DISTRICT
(APACHE JUNCTION WATER COMPANY)
CITY OF APACHE JUNCTION, ARIZONA
REGULAR MEETING
FEBRUARY 2, 2010
The regular meeting of the District Board of the Water
Utilities Community Facilities District (Apache Junction Water
Company), City of Apache Junction, Arizona, was held on February
2, 2010, at the Apache Junction City Council Chambers pursuant
to the notice required by law.
CALL TO ORDER
Chairperson Insalaco called the meeting to order at 6:00
p.m.
ROLL CALL
Board Members Present:Chairperson Insalaco
Vice Chairperson R.E. Eck
Mrs. Robin Barker
Mr. Douglas Coleman
Mr. Rick Dietz
Mr. Jeff Serdy
Mr. Chip Wilson
Staff Present:George Hoffman, District Manager
Kathleen Connelly, District Clerk
Frank Blanco, District Director
John White, District Finance Manager
Kay Bigelow, District Legal Counsel
David Fern, Utility Director
Others Present:Bryant Powell, Assistant City Manager
Hazel Randall, Administrative Assistant
APPROVAL OF MINUTES OF JANUARY 19
2010
)Mr. Dietz MOVED THAT THE
MINUTES OF DECEMBER 15, 2009, BE APPROVED.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 1 of 14
Mrs. Barker SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
EXECUTIVE SESSION
)Chairperson Insalaco
commented he will be moving Item No. 4, the Executive Session,
to the end of the meeting, but he requested the motion to be
made at this time instead of later.
Mrs. Barker MOVED THAT AN
EXECUTIVE SESSION BE HELD AT 6:00 P.M. ON TUESDAY, FEBRUARY 2,
2010, IN THE CITY COUNCIL CONFERENCE ROOM FOR THE PURPOSE OF
CONSULTATION FOR LEGAL ADVICE WITH THE DISTRICT'S ATTORNEY IN
ACCORDANCE WITH A.R.S. § 38-431.03(A)(3) AND (4) AS FURTHER
OUTLINED ON THIS AGENDA, TO BE HELD FOLLOWING ITEM NO. 11.
Mr. Coleman SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
WATER DISTRICT MASTER PLAN AND FIVE
YEAR CAPITAL IMPROVEMENT PLAN BY
NARASIMHAN CONSULTING SERVICES,
INC.
)District Director Frank
Blanco briefed the board on the item.This is a continuation
from the last meeting.It will be summarized from what was
given at the last meeting.They have grayed out some of the
options and have highlighted the recommendations.
Mrs. Barker commented her
understanding from the last meeting is they would go with the
50/50 plan and move towards the 75/25 plan.
District Director Frank
Blanco stated that is correct.
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Meeting Minutes of February 2, 2010
Page 2 of 14
Mr. Perman Joshi stated they
are proposing 50% surface water and 50% groundwater supply.
They will be using their own surface water treatment plant that
will need a treatment capacity of 1.1 million gallons per day.
Present cost would be $5.145 million with an annualized cost of
$449,000.If using Mesa's plant, it would be an annualized cost
of $495,000.Groundwater used should be 96% replenished or
recharged.They are proposing upgrades to Booster Stations 1
and 2 involving new tanks and rehabilitation, plus the
replacement of certain pipelines.The line to the landfill may
not have to be done if it is closing soon.
District Director Frank
Blanco stated the upgrade cost to the water mains, shown as
$157,000, is essentially around Barleen's.The old Davis system
requires system upgrades and that has been included.
Vice Chairperson Eck asked if
this covers the area coming down Goldfield to the freeway.They
have been trying to get out there.It appears there is still no
coverage in that area.They had planned on that being
commercial property.
District Director Frank
Blanco stated the pipelines are not included as part of this.
The thought is they would enter into development agreements as
development occurred.They would be included in participation
costs for the upgrades.
Vice Chairperson Eck asked
what the problem was with the line for the one that is $157,000.
District Director Frank
Blanco stated they are looping the system around to help with
flows and fire protection.
District Manager George
Hoffman commented they are saying the treatment plant is a $5.1
million cost for the 50% plan.The Mesa agreement would be a
$5.6 million cost.They would then have to do a storage tank
upgrade and say they need to spend $750,000 for the concrete
clear well for the surface water treatment plant.He asked if
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Meeting Minutes of February 2, 2010
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that option is only needed if they go with the surface water
treatment plant.
Mr. Pernam Joshi stated that
is correct.
District Manager George
Hoffman asked if that adds $750,000 to the $5.1 million, making
it $5.8 million which exceeds the Mesa alternative.
Mr. Pernam Joshi stated that
cost is in terms of today's values.It would be added to it,
but it would not be an exact amount.When doing the present
value calculation, there would be some change in that number
because they are adding to the cost of the treatment plant.
District Manager George
Hoffman commented he presumes both could be bonded so the
present value calculation would be the same.
Mr. Pernam Joshi commented
within the 2 options, yes, but the $750,000 is just the
construction costs for now.If they incur it 2 years in the
future, that plus the inflation costs would make it a slightly
different number, but it would be added to $5.1 million.It is
not an exact dollar amount, but it would be added to it.
District Director Frank
Blance stated the $5.145 million should really have $750,000
added to it.The Mesa agreement number is if they would
continue to take water through the interconnect at the current
rate we are paying Mesa.
Mr. Dietz commented that
would be having them process our Central Arizona Project
allotment right now and providing that water.
District Director Frank
Blanco stated that is correct.It would be as if they are
treating the water for us as they are now.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 4 of 14
District Manager George
Hoffman commented they do not have the analysis, as it is still
preliminary and tentative, on Apache Junction participating in
the Signal Butte treatment plant.That is a third alternate
with data yet to be developed.
District Director Frank
Blanco stated that is correct.It was not included in this plan
because there is nothing concrete to analyze.He commented the
$675,000 cost for upgrading the line to the landfill may not
have to be spent.In summary, they have water supply and
distribution upgrade costs, the recommended surface water
treatment costs including contingencies and engineering costs,
the distribution upgrades for the booster stations, storage tank
upgrades and pipeline upgrades for a subtotal of $5.2 million
with a 20% contingency, engineering costs of 15% which includes
construction management included, bringing the final total to
$7.178 million.The five year capital improvement plan would
allow growth up until 2025.
Mr. Dietz asked if this
includes the 8,000 acres south of the city in Portalis.
District Director Frank
Blanco stated the 2025 number is dependent on when growth begins
and progresses.The 2025 is not total build out for Portalis;
it will take us through the initial 1,100 acres as originally
planned.
Vice Chairperson Eck
commented this is just in today's dollars.If they bonded it
now and did the work in 3 or 4 years, they could actually be
looking at 7 or 8 million dollars to complete the project.
District Director Frank
Blanco stated the costs would be more as they would be paying on
the debt plus interest.
Vice Chairperson Eck
commented he was just talking about the cost of material and
labor going up.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 5 of 14
District Director Frank
Blanco stated they tried to show them an annualized cost so they
could get a concept of what it means on an annual basis for each
project.
Mrs. Barker commented if
growth does not occur as they are looking at it and they go
through with building a water treatment plant, she was concerned
about how they would pay for it.
District Director Frank
Blanco stated the total amount recommended for the capital
improvement plan is $10.988 million, with $1.9 million already
funded under the Water Infrastructure Finance Authority.That
is for the new storage on Baseline Road.Additional funding of
about $9 million, with a 3% to 4% rate adjustment per year over
the next 5 years, would pay for the capital improvements that
have been shown here, based on the analysis of the consultants.
Vice Chairperson Eck asked if
the analysis states there are a couple of hundred connections
each year.
Mr. Pernam Joshi stated they
assumed very little to no growth in the first three years,
putting it at .5%.It is at 2.5%, or very modest growth, the
other 2 years.It is essentially similar to the existing
infrastructure with only 3% growth for the next few years.They
did not consider new connections for calculation purposes of
cost.They only considered the same number of connections and
then divided it.They were on the conservative side.If there
are more connections, it will be a lower rate adjustment that
will be needed.
District Director Frank
Blanco stated they basically assumed growth would begin after
2014.
Mrs. Barker commented they
are looking at a 15% to 20% rage increase over a 5 year period
of time to take care of this stuff.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 6 of 14
District Director Frank
Blanco stated versus 45% another big city has proposed.
Vice Chairperson Eck
commented another private company just went after 20 odd -some
percent for this year.
Mrs. Barker stated they did.
Our board has been very specific about doing a small increase
annually rather than a huge one.
District Director Frank
Blanco stated they had said they wanted it incremental.
Mr. Dietz commented he likes
the position this puts us in.They are taking the steps and
building the treatment plant now.
District Manager George
Hoffman stated Frank's discussion here is 3% to 4% to cover
bonded indebtedness.This does not cover operating costs such
as the water, the chemicals, the electricity and everything else
that has pushed rates up in the past.
District Director Frank
Blanco stated that is correct.
District Manager George
Hoffman stated it would also not include the staff costs and
maintenance costs and all the other things that are part of the
operation that incur a cost load.
Mr. Pernam Joshi stated
operational costs have been included in this because they have
to consider the operational costs of the water treatment plant
as well as Mesa.
District Manager George
Hoffman stated operational costs of these augmented capacities,
not of the existing system.Nor of the employees, if they ever
get pay increases again.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 7 of 14
Mr. Pernam Joshi stated that
is correct.
District Manager George
Hoffman commented he just wants to caution them not to go away
thinking it would be the aggregate total of the rate increases
the board might be asked to consider.The total costs will be
the operating costs plus these costs.
Mrs. Barker commented that
was where she was going.She does not want to see the board get
into a position where they are forced with an outlandish
increase again.They need to be cognizant of it throughout this
process.
Mr. Dietz commented they had
been down that road once before.
Mrs. Barker commented she was
aware of that, and she does not want to see them go down it
again.They need to take all the costs into consideration so
that they know what they are facing.If they take into
consideration that there will probably be very little growth, if
any at all, over the next couple of years, with perhaps a slow
movement towards growth, they do not want to get the company
caught up in a pickle it cannot get out of.
District Manager George
Hoffman stated they really need to find out what is going on
with Portalis.
Mrs. Barker agreed.It makes
a difference in how we look at this and everything else that has
to do with this particular entity.
Mr. Dietz agreed.
Chairperson Insalaco
commented it is time to either do it or not.
Vice Chairperson Eck
commented if they were in the situation we are in now and we had
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 8 of 14
the growth we had over the last year for the next 4 or 5 years,
and we overbuilt the system, the current users would have to
pick up the increase in rates.That would be terrifying.
District Legal Counsel Kay
Bigelow stated even if Portalis is a go for planning and we have
Rhodes Homes still involved, you can look at the market.The
market is what it is.There is no new land being opened up for
development.The federal income tax incentive for homebuyers
has sparked some entry level and midlevel building.But those
are on finished lots, with the streets and utilities already in.
Those lots are being picked up for a song.The market and the
growth are what will have Portalis contributing to those capital
improvements, not just their continued participation in
purchasing the land.They somewhat know how bad the market is,
and their market is no different than anyone else opening up new
land on the outskirts of Phoenix.
Mrs. Barker commented even if
they put forth a plan tomorrow, it would still be 5 years before
they begin to do what they need to do.She does not feel they
can pin their hopes on growth to the south at this point.As
they are looking at a plan like this, they need to look at it
with an eye toward our eventual growth.But they do not need to
burden the current user with the total price of that growth.
District Manager George
Hoffman stated some of this, such as the storage tanks and
others, for firefighting emergencies, peak emergency scenario
and load demands, probably need to go in today.That is not a
future demand issue.
District Director Frank
Blanco stated that is correct.
Mr. Dietz commented the $1.9
million that we already have the loan for is for the additional
one million gallon tank and the repairs to the other tank.
District Director Frank
Blanco stated that is correct.Those are required for fire
flows.
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 9 of 14
Mr. Ramesh Narasimhan stated
this is not a growth -oriented capital improvement plan.The
users will pay more without these improvements.They would be
saving on the capital costs, but the overall costs are going to
be more than what was projected here.They have projected the
lowest cost to the users.
Vice Chairperson Eck
commented he is missing his point.
Mrs. Barker agreed.He seems
to be contradicting what has been said.
Mr. Ramesh Narasimhan stated
there are capital improvements that have a budget.If those
improvements are made, particularly with the interconnect
options and costs, the overall costs to the user will be more to
meet the water resource goals without the capital improvements.
Mrs. Barker commented they
have already gotten the loan for the capital improvements.She
asked if that is what he is talking about.
Mr. Ramesh Narasimhan stated
the interconnect they have, but the district has certain water
resource goals and that is what they focused on.It is a status
quo from a growth perspective as far as the capital improvement
plan.The funding from growth sources would be minimal.To the
current users of the system, the capital improvement plan
actually offsets long term costs so the cost of water will be
less.It is just how they will be paying it.Should they have
them paying more on a monthly basis or pay less to have them
fund the capital improvement plan.The capital improvement plan
is designed to get the lowest overall cost to the user and not
burden the users for growth -oriented improvements to the system.
Vice Chairperson Eck
commented it sounds good; he just wishes he understood all of
it.
Mr. Ramesh Narasimhan stated
that is why the annualized costs are so important.Per year,
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 10 of 14
they will actually pay more, and then the rate increases will be
higher.While they could be saving by not funding the capital
improvement plan or getting a loan, the net result to the user
would be more significant without the improvements.They would
be paying now to get the improvements to save the user rates in
the long run.
District Manager George
Hoffman commented this is an important planning document.He
was encouraged that they do not have their backs to the wall on
time.If it would be useful to take some time and have some one
on one time with Frank to go through every single doubt,
question, curiosity, hypothetical scenario with Frank, he would
encourage that to happen.
Chairperson Insalaco
commented he appreciated that as it is awful hard to try to
watch the clock and get the questions asked.He has questions
and he is sure the others have some to ask.They still have an
executive session and a few more items.We need to do this when
we are not rushed.
District Manager George
Hoffman stated the consultants and Frank are trying to position
the district for the long term with regard with water
sustainability and the lay of the land with the Arizona
Department of Water Resources.There is a certain degree of
complexity, and he is seeing more knitted brows than he is
typically comfortable with.
Mr. Dietz asked if he is
talking about doing this before they adopt the 5 year capital
improvement plan.He asked if that would put them back in their
assured water designation or have any impact on the assured
water supply.
District Director Frank
Blanco stated they are still waiting on Arizona Department of
Water Resources.Our backs are not against the wall where we
have to do this tonight.He would be glad to meet with any of
them one on one.
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Meeting Minutes of February 2, 2010
Page 11 of 14
Vice Chairperson Eck
commented if someone were to ask him, he would like to be able
to explain why he voted for it.
District Director Frank
Blanco stated this is the first capital improvement plan they
have brought to the board.
Chairperson Insalaco
commented they could take this one item and he could work with
two or three people at a time.It would be all they would have
to worry about and talk about at that time instead of trying to
get everything done in one night.
District Director Frank
Blanco commented as the city progresses, they may see other
capital improvement plans from other departments such as public
works.He believes they are walking on new territory.It is
important for them to understand the requirements and coordinate
it with the rest of the city so that streets are not torn up
after they are paved.
The consensus of the board
was they needed the additional time.
District Director Frank
Blanco stated they would continue this.
RESOLUTION NO. 2010-001, ADOPTING
A CAPITAL IMPROVEMENT PLAN
)Mr. Dietz MOVED THAT WE
POSTPONE ITEM NO. 6 TO MARCH 2, 2010.
Mrs. Barker SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
DISTRICT MANAGER REPORT
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 12 of 14
None.
DISTRICT DIRECTOR REPORT
None.
DISTRICT TREASURER REPORT
None.
DISTRICT LEGAL COUNSEL REPORT
None.
Mrs. Barker commented she
wanted to thank Frank and the other gentlemen for trying to
pound into her forehead what they have learned over twenty years
of experience.
ADJOURNMENT
) Chairperson Insalaco
adjourned the meeting at 6:31 p.m.
ACCEPTED THIS 2ND DAY OF MARCH , 2010,
BY THE CHAIRPERSON AND DISTRICT BOARD OF THE WATER UTILITIES
COMMUNITY FACILITIES DISTRICT (APACHE JUNCTION WATER COMPANY),
CITY OF APACHE JUNCTION, ARIZONA.
SIGNED AND ATTESTED TO THIS 2ND DAY OF MARCH
2010.
S. Insalaco
airperson
ATTEST:
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 13 of 14
WATER UTILITIES COMMUNITY FACILITIES DISTRICT MINUTES
CERTIFICATION
I hereby certify that the foregoing minutes are a true and
correct copy of the minutes of the regular meeting of the Water
Utilities Community Facilities District of the City of Apache
Junction, Arizona, held on the 2nd day of February, 2010.I
further certify that the meeting was duly called and held and
that a quorum was present.
Dated this 5th day of February, 2010.
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of February 2, 2010
Page 14 of 14