HomeMy WebLinkAbout2014-01-21 WUCFD MINUTESWATER UTILITIES COMMUNITY FACILITIES DISTRICT
CITY OF APACHE JUNCTION, ARIZONA
REGULAR MEETING
JANUARY 21, 2014
The regular meeting of the District Board of the Water
Utilities Community Facilities District, City of Apache
Junction, Arizona, was held on January 21, 2014, 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 Barker
Mrs. Evans
Mrs. Rizzi
Mr. Serdy
Mr. Waldron
Mr. Wilson
Staff Present:George Hoffman, District Manager
Kathleen Connelly, District Clerk
Frank Blanco, District Director
Joel Stern, District Legal Counsel
Giao Pham, Utility Director
John White, District Finance Manager
Michael Loggins, District
Superintendent
Others Present:Bryant Powell, Assistant City Manager
APPROVAL OF MINUTES OF DECEMBER 17,)
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 1 of 12
2013 ) Vice Chairperson Barker
MOVED THAT THE MINUTES OF DECEMBER 17, 2013, BE APPROVED AND
ITEM #5 BE MOVED TO FOLLOW ITEM #1.
Mr. Wilson SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
CENTRAL ARIZONA WATER TREATMENT
PLANT AND GILA RIVER INDIAN
COMMUNITY WATER LEASE FUNDING
STRATEGIES
) District Director Frank
Blanco reviewed what the water district's current water supply
vision and goals are.The vision is to provide a reliable long
term water supply and a water rich community.This means the
district would provide at least 75 percent of the surface water
and use groundwater for peaking and ground reserve.To meet
this vision the current projects are planned:a 1.5 million
gallon water treatment plant and booster station and a 100 year
lease for 1,000 acre feet of Gila River Indian Community Central
Arizona Project water.They recently received notification that
the Arizona Department of Water Resources approved 817 acre feet
of non -Indian agricultural Central Arizona Project water to be
reallocated or allocated to the water district.The lease is a
100 -year term lease.However, the non -Indian agricultural water
is water the water district would own.It is part of the
allocation so there is no term on that particular category of
water.The only part that is non- beneficial is this water
would not be available 100 percent of the time.If there is a
shortage at the Central Arizona Project canal then agricultural
water is the first to be cut.However, by having 1,000 acre
feet of Gila River Indian Community water and groundwater
available, with their current allocation they are able to
mitigate any issues of a shortage on the canal.Options for
implementation that are available to the water district are a
separate Apache Junction water treatment facility or joint
ownership with the City of Mesa.Staff was strongly given
direction to move forward with a separate water treatment plant.
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 2 of 12
For a separate water treatment plant the price would be the
maximum price they would have to spend acquiring particular
elements of the project.The price could go up to $9.125
million.This price would include all the project elements and
the water rights.The treatment plant piece is 5.2 million
dollars.The Gila River Indian Community 100 -year lease is
$2.875 million and the non -Indian agricultural water is $1.05
million.The maximum price they would be requesting for
approval through Resolution No. 2014-001 would be $11,000,000 so
they can apply for funds through the Water Infrastructure
Finance Authority.In order to apply for funds from the Water
Infrastructure Finance Authority they need to have a dollar
amount.Water Infrastructure Finance Authority's recommendation
is to have a conservative amount higher than what they expect to
borrow versus one that is lower and then have to come back and
ask for an increase on what they need to borrow.The Water
Infrastructure Finance Authority can decrease the amount they
want to borrow but they cannot increase the amount once they
have a contract in place.
District Finance Manager John
White explained capital cost considerations.He talked about
the current fund balances the water district has in their
investment accounts.They have the capital replacement fees
which are roughly $2.2 million and a major component of their
portfolio.They do not want to use these funds for initiatives
such as this project.It is important to be aware of these
funds as far as their investment portfolio is concerned.It is
an accumulation of their depreciation expense set aside every
month.The board in 2009 authorized a rate increase sufficient
to cover the district depreciation expense set aside for capital
facilities replacement.This would be for old water lines that
go out and well replacement.Capital facilities fees are for
new infrastructure and connection fees.Land sale proceeds are
proceeds from the.sale of land set aside for a water treatment
plant.There is revenue from an economic development agreement
with the city in the amount of $406,835.Staff has treated it
as an extension of the land sale proceeds to use as leverage in
the water treatment plant cost.Total amount of non -operating
monies in the bank are $7,188,647.
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 3 of 12
Chairperson Insalaco asked if
this meant there was roughly $4 million dollars to use for the
water treatment plant.
District Finance Manager John
White stated that is correct.One of their options is $3.4
million from the land sale, $.4 million from the other
governmental agreement, rounding it out with $200,000 coming
from capital facilities fees, to arrive at $4 million.The
remaining balance they are proposing to leverage the cost with
funding from the Water Infrastructure Finance Authority.They
could conceivably put $5.2 million dollars towards the plant,
$2.875 million towards the Gila River Indian Community lease and
$1.05 million for non -Indian agricultural water.Another option
is to refund some of the water district's debt of $11 million as
brought up as part of the resolution amount.It is an option
that could be used as a maximum.It is a very conservative
estimate assuming the policy decision is to leave the $4 million
intact and fund everything through long term debt.The savings
in annual cost if they were to borrow $11 million would be
$740,000 per year.Most likely the water district would
leverage it with existing funds.It would probably not exceed
more than $600,000 annually.This would cover the surface water
treatment plant, Indian community lease and the non -Indian
agricultural water.The goal is to offset the debt service
through savings such as through Mesa since the water district's
purchases would be surface water rather than groundwater.They
would have a lower need for replenishment credits.They would
be able to save some money on not continuing with the sewer
district agreement.They also have a large portfolio of long
term storage credits.Debt authorization does not constitute
new debt; it is almost like a credit line.The $11 million
authorization is based upon $5.2 million dollars for treatment
plant, $2.875 million for the Gila River Indian Community lease,
and $1.365 million for non -Indian agricultural water in which
only $1.05 million would be needed.If the water district was
to retire the 2004 debt that would be $1.56 million.There is
three years left on the debt.The debt savings in interest
would be $41,700 if they were to retire it when eligible.The
city did the same thing with their Municipal Property
Corporation .debt with a saving of $46,000.This would be a
greater savings.The requested authorization allows for
greatest flexibility on how they finance the process.They will
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 4 of 12
continue to evaluate and present alternative funding strategies.
The mix is between how much they want to spend from their
investment portfolio versus how much do they want to borrow of
the whole thing as mentioned in the debt authorization.
Vice Chairperson Barker asked
if this resolution was to give the water district permission to
ask for an application from the Water Infrastructure Finance
Authority.
District Finance Manager John
White stated that is correct.The water district will present
the signed resolution to the Water Infrastructure Finance
Authority.They will take it to their board and come back to
the water district with a proposal and approval for the $11
million or a part of it.Then the water district would continue
to go through the debt process.They would be bringing more
documents forward as well.There were approximately 50
documents to sign when the water district went through this
process in 2008.
Vice Chairperson Barker asked
when the water district expects to hear from the Water
Infrastructure Finance Authority.
District Finance Manager John
White stated once the resolution is passed, it would be placed
on the Water Infrastructure Finance Authority's agenda which is
approximately February 18, 2014.
District Legal Counsel Joel
Stern stated the resolution asks for permission for them to file
an application.It does not ask the Water Infrastructure
Finance Authority to provide an application form.It is similar
to the process the city has to go through when they file an
application for a community development block grant.They have
to get permission from the city council to file an application
for funding.
District Director Frank
Blanco stated they had an intermediate step when the water
district applied to get on a priority list.The Water
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 5 of 12
Infrastructure Finance Authority.They are on the list and the
next step is to get the resolution approved and then apply for
funding.
RESOLUTION NO. 2014-001,
AUTHORIZING SUBMISSION OF AN
APPLICATION TO THE WATER
INFRASTRUCTURE FINANCE AUTHORITY
OF ARIZONA FOR DRINKING
WATER STATE REVOLVING GRANT FUNDING)
) Mr. Waldron MOVED THAT
RESOLUTION NO. 2014-001, A RESOLUTION OF THE BOARD OF DIRECTORS
OF THE WATER UTILITIES COMMUNITY FACILITIES DISTRICT AUTHORIZING
SUBMISSION OF AN APPLICATION TO THE WATER INFRASTRUCTURE FINANCE
AUTHORITY OF ARIZONA FOR DRINKING WATER STATE REVOLVING GRANT
FUND BE APPROVED.
Mrs. Rizzi SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
CONSTRUCTION AGREEMENT WITH
ARIZONA COATING APPLICATORS, INC.
FOR COATING THE INTERIOR AND
EXTERIOR OF A ONE MILLION GALLON
STORAGE TANK IN AN AMOUNT NOT TO
EXCEED $182,850.
) District Director Frank
Blanco stated this is for approval of the contract to do the
interior and exterior coating on the steel tank at Baseline, an
existing tank next to the public works department.This will
finalize the completion of this site.They built the concrete
storage tank and the chlorination system on site.They did some
improvements to well #6 to connect it to supervisory control and
data acquisition system.The last improvement is to
rehabilitate the tank which is what they are doing now.
District Legal Counsel Joel
Stern sent the board notification of a protest that occurred
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 6 of 12
during the bid process.There were five companies that bid to
do the coating.The prices the companies provided ranged from
$416,000 to $182,000 which included the 10% normally added in
case there are cost overruns.They had a protest hearing.The
protester did not show up and advised the city they would not be
showing up.
Assistant City Manager Bryant
Powell stated the protester did not inform the city they would
not be at the hearing until approximately a half hour before the
hearing.
District Legal Counsel Joel
Stern stated they proceeded with the hearing because the
protester technically did not pull their protest.Staff
testified and the decision was made to deny the protest.The
way the code reads, that is the last step for a governmental
agency, in this case, the water district, has to do.The next
step would be for the protestors to file in court if they so
desire.They have 35 days from the date they were notified.
They would have roughly mid -March to go to superior court and
ask for the process not to occur.The water board can either
decide to wait for the appeal period to be over or take the
risk.Even if the protester files something it does not mean
they would win.Based on the substance of their protest the
district has a very good shot of prevailing on any lawsuit.The
protest was taped and the tape recording came out.If they
filed a lawsuit it would have to go before a superior court
judge.They would have to file their filing fee which is about
$300 and then the judge would have to decide based on the tape
recording whether Mr. Powell was arbitrary or capricious in his
decision making.This would be based on the evidence that was
heard at the hearing.The judge could do a number of things
such as stating they cannot have this process but the judge
would also be reminded that they have already awarded the
contract.At this point it would be a moot point.Under the
law it means it would be dismissed.They could file a damage
lawsuit against the city which would be a totally separate
action.
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 7 of 12
Vice Chairperson Barker
stated since they did not bother to show up for the hearing she
seriously doubted they would do anything else.
District Legal Counsel Joel
Stern stated they mentioned in their last statement they would
not be at the hearing but they would continue to bid on district
projects.
Assistant City Manager Bryant
Powell stated they also mentioned they trust the attorney's
office final outcome.
Vice Chairperson Barker asked
why 10% was mentioned as the norm for the contingency but this
agreement reads 15%.
District Director Frank
Blanco stated Page 1, Section B 2 of this agreement does state a
15% contingency which is 15% of the total amount.Part of the
reason for this is because there was such a wide spread in the
price range from the bids.One was around $400,000 and another
at $159,000.The water district felt perhaps a higher
contingency would be warranted under this contract.
Mr. Wilson asked if the tank
was currently coated and if they would be removing it.
District Director Frank
Blanco stated they would be sand blasting the interior and
exterior of the tank and doing any patchwork that is required on
the floors and walls if necessary.They will be prepping and
coating the interior and exterior of the tank.
Mr. Wilson asked if it is
possible they could find damage to the tank they may not know
about.They sent divers down to take video and do an inspection
with the silt still intact.They really could not see the floor
so they drained the water and actually walked inside the tank.
They felt the tank would be able to be repaired and not have to
be replaced.
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 8 of 12
Vice Chairperson Barker MOVED
THAT THE AGREEMENT BETWEEN THE APACHE JUNCTION WATER UTILITIES
COMMUNITY FACILITIES DISTRICT AND ARIZONA COATING APPLICATORS,
INC. FOR COATING THE INTERIOR AND EXTERIOR OF A ONE MILLION
GALLON STORAGE TANK IN AN AMOUNT NOT TO EXCEED $182,850, BE
APPROVED.
Mrs. Evans SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
RATIFICATION OF EMERGENCY PURCHASE
CONTRACT WITH SOUTHWEST WATERWORKS
CONTRACTORS, INC. FOR PUMPING
EQUIPMENT REPLACEMENT AT WELL #5 IN
AN AMOUNT NOT TO EXCEED $85,320.)
) District Superintendent
Michael Loggins stated in December the district noticed well #5
production was dropping off.About mid -December they
completely lost the well and were out of water at the site.
They knew the well was going down because the SCADA system
showed a loss of production in the months before.They obtained
five bid proposals in from contractors.As soon as the well
went down they wanted to get the well back up and serviced.
They moved forward by bringing the contractor over.They were
initially going to have them pull it out and assess it but when
it went out of service they did an analysis and the pump was
worn out, the column pipe was split, and the tube and shaft were
corroded.It required replacement at that time.They wanted to
move forward so they could get it back in service for the
community.The water district asked the board for ratification
after the fact on this contract.
Mr. Waldron MOVED THAT THE
EMERGENCY PURCHASE AGREEMENT BETWEEN THE APACHE JUNCTION WATER
UTILITIES COMMUNITY FACILITIES DISTRICT AND SOUTHWEST WATERWORKS
CONTRACTORS, INC. FOR PUMPING EQUIPMENT REPLACEMENT AT WELL #5
IN AN AMOUNT NOT TO EXCEED $85,320, BE RATIFIED.
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 9 of 12
Mrs. Rizzi SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
DISTRICT MANAGER REPORT
None.
DISTRICT DIRECTOR REPORT
None.
DISTRICT TREASURER REPORT
District Treasurer John White presented a copy of the December
financial report to the board.There were a few key items he
wanted to go over with them.The residential sales were
$1,558,000 compared with $1,473,000 last year at this time.It
is hard to define one particular source.It seems to be all
across the board.Their consumption sales are up both in single
family residential in all categories, including mobile homes,
master meter homes and apartments.Service charges are up which
are the monthly base fee in all categories with the minor
exception of the master meter communities.The master meter
communities have the same number of connections for the most
part but there is a higher volume which would mean there is
likely a higher transient/snowbird population which boosted the
residential sales.The single family residential sales are up
this year as well.The system operations are up over $50,000
over last year.They have some additional new personnel such as
a professional level superintendent and an additional
maintenance worker.With these vacancies being filled, their
system operations expenses are up.There was an $8,500
expenditure for transmission replacement in one of the backhoes
under the operating expenses versus revenues.In the last year
they have had a negative amounts.The key reason is $857,000 in
capital allotted last year for the water tank.This brought
their net expenditures to be in excess of their revenues.This
was a planned expenditure but does affect the bottom line.They
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 10 of 12
were in the red in the amount of $394,000 last year because of
the tank construction.This year they are in the black about
$98,000.The cash balances include the funded appreciation
capital fees, economic development agreement and land sale
proceeds.Their general investments were in the red last year
because they had the capital expenditures.It was not until
the next month they received reimbursement from the Water
Infrastructure Finance Authority to cover that.They advanced
some expenditures and then they recovered them later.
ADJOURNMENT
) Chairperson Insalaco
adjourned the meeting at 6:33 p.m.
ACCEPTED THIS //4#2.714/DAY OF , 2014,
BY THE CHAIRPERSON AND DISTRICT BOARD OF THE WATER UTILITIES
COMMUNITY FACILITIES DISTRICT,(CITY OF APACHE JUNCTION,
ARIZONA).
SIGNED AND ATTESTED TO THIS
2014.
ATTEST:
Kathleen Connelly
District Clerk
a -74
LIZ
DAY OF
n S. Insalaco
' hairperson
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 11 of 12
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 21st day of January, 2014.I
further certify that the meeting was duly called and held and
that a quorum was present.
Dated this 3rd day of February, 2014.
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of January 21, 2013
Page 12 of 12