HomeMy WebLinkAbout2015-05-05 WUCFD MINUTESWATER UTILITIES COMMUNITY FACILITIES DISTRICT
CITY OF APACHE JUNCTION, ARIZONA
REGULAR MEETING
MAY 5, 2015
The regular meeting of the District Board of the Water
Utilities Community Facilities District, City of Apache
Junction, Arizona, was held on May 5, 2015 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
Mr. Serdy
Mr. Wilson
Mr. Waldron
Mrs. Rizzi (arrived 6:03
Mrs. Evans (arrived 6:30
Staff Present:
Others Present:
ID • m • )
P • m • )
Frank Blanco, District Director
Joel Stern, District Legal Counsel
John White, District Controller
Kathleen Connelly, District Clerk
Bryant Powell, Assistant District
Manager
Donna Meinerts, District Treasurer
Giao Pham, Utility Director
Mike Loggins, District Superintendent
Evie McKinney, Water Accounts
Supervisor
Andria Samuels, Senior Administrative
Assistant
Jeff Bell, Parks and Recreation
Director
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 1 of 12
Larry Kirch, Development Services
Director
APPROVAL OF MINUTES OF APRIL 21,
2015
) Vice Chairperson Barker
MOVED THAT THE MINUTES OF APRIL 21, 2015, BE APPROVED.
Mr. Waldron SECONDED THE
MOTION.
VOTE:Unanimous.
The motion carried.
DISCUSSION ON PROPOSED DISTRICT
BUDGET FOR FISCAL YEAR 2015-2016
)District Director Frank
Blanco talked about the district's proposed budget with some
highlights and goals in line with their vision of the
acquisition of additional water supplies, long-term water
treatment options, upgrading and maintaining the water system
and insuring goals are met in a financially responsible and
adequate manner.Some highlights from FY 2014-2015 are the
closing of the Water Infrastructure Finance Authority loan,
paying the 2004A series bond, restructuring the 2006 and 2008
bonds and exercising their Central Arizona Project water lease
option.The Apache Junction Central Arizona Project water
treatment plant master plan and design was completed and the bid
on the project was awarded to Garney Construction.The water
district will begin plant construction towards the end of this
fiscal year.The Ironwood water line replacement project is
still on schedule as well.The 2015-2016 goals are to have a
substantial completion of the water treatment plant including
the start of treating water, reducing dependence on Mesa Central
Arizona Project water, negotiating some new intergovernmental
agreements with the City of Mesa that expire in 2016 and the
sewer district agreement which expires in 2015.The other goals
are to recharge Central Arizona Project water into the Roosevelt
Water Conservation District groundwater savings facility as well
as recharging some Central Arizona Project water into the Salt
River Project groundwater savings facility.They will be
focusing on primarily getting the water treatment plant
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 2 of 12
completed and started up.The budget is ambitious but he feels
it is financially responsible.It includes the construction of
the plant, updated financing strategies for the plant and some
rate adjustments.The proposed rate adjustments do not include
an increase to consumption rates however the water district is
proposing a base rate increase of 5% and adjustments to the
consumption rate tiers.Prior to 2008, the water district had a
uniform rate structure which means consumption cost was the same
for water regardless of the monthly amount of water that was
used.Tier rates were introduced in 2008 as a water
conservation incentive.Consumption rate increases as
consumption increases.Regionally, Los Angeles and Phoenix have
tier rates.Nationally Boston, Milwaukee and Philadelphia use
decreasing block rates which means the water becomes cheaper as
more water is used.The water district is trying to conserve
water.On the other hand, Boston, Milwaukee and Philadelphia
are not.They have industries like Samuel Adams and Miller that
use a lot of water.On a water district water bill there is a
monthly base service charge, a water consumption charge and
sales tax.The monthly base service charge pays for operations,
system maintenance, machinery and equipment, staff and
administrative costs.The water consumption charge pays for
energy, chemicals and raw water.The monthly base service
charge is a fixed amount and the water consumption is variable
depending on how much each costs for chemicals and raw water.
District Controller John
White discussed the district three tier structure and how the
district is proposing to modify them.He stated the district
has a three tier consumption rate.Historically, the district
has had a lifeline rate of $3.88 per thousand gallons for the
first 5 thousand gallons.The $3.88 was the rate the district
inherited when they took the system over from Consolidated.
When the district first introduced the tier rates, there were
concerns about the effect the increase would have on their
financially -challenged fixed income consumers.They developed
the lifeline rate and kept it at $3.88 per thousand gallons for
the first five thousand gallons.
Vice Chairperson Barker asked
why they dropped it.
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Meeting Minutes of May 5, 2015
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District Controller John
White stated they are dropping it to pick up additional revenue.
Assistant City Manager Bryant
Powell stated it is the proposed rate.This is an idea for this
year.It does not mean they are tied to it.It is just a rate
proposal.
District Director Frank
Blanco stated they did some analysis on how many people this
rate change would affect in terms of the lower income.It was a
minimal amount percentage -wise.It was not significant in that
lowering from 5,000 to 4,000 did not have a significant impact
on their customer base.
Mr. Wilson asked what the
average use is per month.
District Superintendent Mike
Loggins stated through the analysis they found about 200
customers or about 5% of their customer base would be affected
by the proposed rate change.It is a really low amount of
customers affected by changing things around, but they gain a
slight amount of revenue without raising the rate that would
affect everybody.
Vice Chairperson Barker
commented if this is going to gain revenue than obviously the
folks that were on this lifeline rate, who are financially-
disadvantaged, use more than 4,000 gallons because the district
is expecting to make some money off of this rate change.This
means the customers will pay more for the additional 1,000
gallons.
District Superintendent Mike
Loggins stated they would pay more but they had a customer in •
this income bracket whose average bill is under 2,500 gallons
per month so their average bill is still lower than the 4,000
gallons a month the water district wants to move the rate to.
He does not feel it will affect that many customers, only about
180.They are trying to promote water conservation with their
water rather than using more water for everybody, not just a few
customers.
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Meeting Minutes of May 5, 2015
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District Controller John
White asked how the 3,000 gallons and 5,000 gallons figured
against some other purveyors.
District Superintendent Mike
Loggins stated they picked out 15 different water companies in
the valley that were similar in size and compared how they
charged on their tier rates.This is how the district came up
with the 4,000 gallon rate.The other companies were at this
4,000 gallon tier rate.Mesa was the only one still left at
5,000.Queen Creek, Gilbert and Cave Creek were all at the
4,000 gallon limit for their lowest tier.This is something the
district did research on so they could go along with what other
cities were doing.
District Controller John
White brought up an example of a customer that uses about 4,340
gallons a month who is between the 4,000 and 5,000 gallons
amount so they were out of the lifeline tier.He mentioned the
first 4,000 gallons are still at $3.88.It is only on the
additional 1,000 gallons increment between the 4,000 and 5,000
gallons where there is the marginal difference.The second tier
lower end would drop from 5,000 to 4,000 because it would pick
up the additional 1,000 that had previously been at the lifeline
rate.They are proposing dropping it from 12,000 to 10,000
gallons.It is presently at $5.48 per 1,000 gallons.At the
third tier that would drop from 12,000 to 10,000 at $6.05 per
1,000 gallons.Even though the brackets shift a little bit, the
consumption rates themselves are not proposed to have any type
of a change.On rate comparisons, an example of 4,304 gallons
per month at the existing rate would be a base rate of $19.35 a
month and a consumption rate of $16.84.What the district is
proposing is an increase base rate from $19.35 to $20.02 or .97
cents which is close to a dollar increase.This is on the base
rate alone.The consumption rate marginal effect is .54 cents
just because of the different bracketing on the consumption and
with the taxes it comes out to about a $1.66.The bill comes up
to $41.54 versus $39.88.A high tier customer who uses over
5,440 gallons per month in the sample they took had a base rate
of $28.96 and would be increased to $30.41, a $1.45 increase.
The consumption rate has a much more significant increase due to
the high volume.Even though they are not changing the rate
there is still an incentive to conserve with the brackets and
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 5 of 12
the overall subtotal comes to a $4.00 increase, $4.61 after tax.
This is the top 10% of the residential customers and they are
high users.It is still an increase of less than $5.00 a month
which is roughly about 4%.The reason for the higher
consumption fees versus the lower consumption fees relative to
the other purveyors is a high percentage of the district's rate
that are higher than other purveyors is drawn from the
consumption rates versus the fixed rates.The district actually
dropped a little bit this year just because of the lower
consumption.Increasing the base rates will have the effect of
moving toward a more stabilized rate structure.System
connection fees serve as an impact fee for development to help
growth pay for itself.A study was done years ago and these
fees were set and recommended by Tischler Bise.Since then they
have been using the construction price index.This year it is
2.5%.These fees coincidentally round up to $100 each.It is
an increase from $4,050 on a single family structure up to
$4,150 on a multifamily unit.It increases from $3,900 to
$4,000 and on a manufactured home or RV space from $3,820 to
$3,920.The adoption dates for the budget parallels the city
calendar.The schedule adoption of the district treasurer's
proposed budget which is the technical name for the tentative
budget is on May 19, 2015.The statutory date is July 15, 2015
and the final adoption is scheduled for June 16, 2015.They
have a very late legal adoption date which is no later than
September 30, 2015.
Vice Chairperson Barker
commented the district cannot say without all honesty there is
not a rate increase because there is.It is simply hidden in
the increases of base fees and the three tier system.The
district has hidden a fee increase.
Assistant City Manager Bryant
Powell stated it needs to be said.
Vice Chairperson_ Barker
commented it was talked about three or four years ago .about
increasing in a sequential manner over the years rather than
doing any huge jumps.She feels it is really important to be
honest and transparent to thefact they are making a 5% increase
to top users of the water.There is a rate increase and they
will be seeing it on their bill.
Water:Utilities Community Facilities District.
Meeting Minutes of May 5, 2015
Page 6 of 12
Assistant City Manager Bryant
Powell stated they will be seeing an increase for all the
different tiers, a base change which is the fixed cost and they
are doing a 2.5% increase on the system's connection fees.They
will be very clear and open.
Mr. Wilson commented they are
encouraging further water conservation but there also is an
increase in cost.
Vice Chairperson Barker
commented they cannot say that it is only a $20.00 or $25.00
water bill.To some people a $2.00 increase can make a
difference of whether they are going to buy a can of soup or pay
their water bill today.
District Superintendent Mike
Loggins stated this is a little different than what they have
done in the past.In the past, they raised everything at 4.5%
which was the base rate and the commodity rate.They did not
want to keep raising the commodity rate which is one of the
highest in the valley.
Vice Chairperson Barker asked
where they stood overall on their rates.
District Superintendent Mike
Loggins stated they are one of the highest on rates overall.
Assistant City Manager Bryant
Powell stated their base was relatively small.He is sensitive
to the economic development and they want to create the base so
that when they _grow the incremental cost to the system is less
as there are more rate payers.The idea is encouraging them.
This week, for example, there was an article about Avondale
encouraging a reduction.Back in August of last year the
council reduced residential impact fees by 40% and commercial
impact fees by 58% in an effort to encourage development to
increase the base for this community.As we do that, he thinks
it will help them with that issue.
Vice Chairperson Barker
commented so we do see in the future it coming down a bit.We
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Meeting Minutes of May 5, 2015
Page 7 of 12
are looking at the fact that the more consumers they get then
they can start evening things out a little bit.
District Superintendent Mike
Loggins stated their commodity is the highest but their base
line rate was the lowest in the valley.They are trying to
bring it up to where everyone else is so they are not raising
the commodity rates.They are trying to bring balance back to
the district with their rates, base and commodity rather than
keep raising things up at the same time.
District Director Frank
Blanco stated they will be sending a letter to their customers
before the rates go up explaining what exactly they are doing.
DISTRICT MANAGER REPORT
None.
DISTRICT DIRECTOR REPORT
District Director Frank Blanco briefed the board on the Central
Arizona Project water treatment plant update and the 2014
Consumer Confidence report which they are still working on.The
2014 report is done in 2015 to recap how they did in 2014 on
their water quality.He also gave a brief thank you on the
water festival participation.When he talked about the water
treatment plant, he was also talking about Central Arizona
Project water.The elevation is currently at 1079.76.This is
the Lake Mead elevation above sea level.The level that
triggers a shortage is 1074 and is the level the Bureau of
Reclamation can declare a shortage.This means that
agricultural deliveries in Arizona would be reduced, however,
the district is municipal and industrial.Gila River Indian
Community lease water will still remain available as far as the
Central Arizona Project portion.It would also be available for
the water district to use.The record low is the result of a
15 -year drought so they are going to need a lot of snow pack to
start recovering.He wanted everyone to be aware of this and it
does not mean the water district municipal and industrial water
allocations would be curtailed nor would the Gila River Indian
Community water.It would still be available to the water
district.It would affect more of the agricultural users and
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Meeting Minutes of May 5, 2015
Page 8 of 12
would also affect us if and when the non -Indian agricultural
water became available.
District Superintendent Mike
Loggins gave an update on the Central Arizona Project plant.
They had a preconstruction meeting with the contractor today and
all the utilities in the area to have a kick off and get all the
contacts in place.They are starting the project and he will be
contacting some of the board members after the board meeting to
come up with a date for a ground breaking ceremony for the first
week in June.He is also working with Carollo Engineers, the
engineer on this project.They are going to be doing a
presentation at the Arizona Water Association conference about
the Central Arizona Project water treatment plant: how they went
through the bidding process; what they are looking at and how
the water district has diversified its water portfolio.It will
be explained to almost everybody in the Arizona water industry
whether it be water or sewer.Next year they are planning to
give them an update and put in for small utilities system of the
year for the Central Arizona Project water treatment plant.
They are building up to this for next year.It will be good to
get out there.In June they are going to start construction of
the plant and you can actually see dirt being moved out there.
He showed the board members the first page of the presentation
leveraging the use of Central Arizona Project Water Diversified
Apache Junction Water Resources portfolio.He showed a slide
show on the Central Arizona Project water, the groundwater they
have, long-term storage credits through Gila River Indian
Community water and non -Indian agricultural water.It shows
that the district is looking towards the future and they have
bigger plans out there.They are getting a lot of this paid for
water so they will have a lot of this future wet water they will
need for the city.He gave a recap on the project.They bid
the project in March.They are giving the contractor notice on
May 15, 2015 to proceed and final completion will be on July 15,
2016.They will be very busy in the next few months.He stated
the board members are welcome to visit the plant.
Senior Administrative
Assistant Andria Samuels stated they are doing the 2014 Consumer
Confidence Report.It is now in preparation and is something
that is required under the 1966 Safe Drinking Act amendments.
They have to deliver it to their customers by July 1, 2015 and
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 9 of 12
Arizona Department of Environmental Quality.It has to contain
information on their water system such as their water source,
how much water they are taking and using, where it is coming
from and all of their monitoring data such as all of the
sampling data they take for all of the compounds.They are
planning to deliver the 2014 Consumer Confidence Report May
2015.It is going to go out before its due date.They are
looking into doing something with what they launched in 2013
which is allowing them to electronically deliver it to the
customers.There would still be a paper version available but
this gives them more access to more information so they are
going to try and push ahead and make sure everything is okay
with Arizona Department of Environmental Quality.If they do
they will have more information for the board members next
meeting.The reason why they are doing the 2014 Consumer
Confidence Report in 2015 is because it is like taxes.
Everything they report on this year is over data that was
collected last year.She recapped the fourth water festival and
said it was a success.The district had three schools
participate and 11 classes show up.This means over 300 fourth
graders were at Prospector Park on April 23, 2015.They had
over 50 volunteers.This year they had more people from more
departments in the city than ever before come out to support and
help them.It really made the day an overwhelming success.
Chairperson Insalaco, Vice Chairperson Barker, board member
Wilson, board member Waldron and board member Evans were all
present and they really appreciate their support and presence.
She showed a picture of the volunteers and a picture of
Chairperson Insalaco.They had participation from the fire
district by showing the children the water and the children
learned that the water that goes into the ground becomes
groundwater and stays in the water system.This is a trademark
feature of the Apache Junction Water Festival.It is something
that does not really happen at any other water festival in the
state because we have a very special community and we have very
special representation from all of our community members.
DISTRICT TREASURER REPORT
None.
ADJOURNMENT
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 10 of 12
) Chairperson Insalaco
adjourned the meeting at 6:32 p.m.
ACCEPTED THIS /6)-74L DAY OF /144v/, 2015,
BY THE CHAIRPERSON AND DISTRICT BOARD OF THE 'WATER UTILITIES
COMMUNITY FACILITIES DISTRICT,(CITY OF APACHE JUNCTION,
ARIZONA).
SIGNED AND ATTESTED TO THIS /'rd-DAY OF /VAX
2015.
O2--1 1 1.
o S. Ins11aco 7
airperson
ATTEST:
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
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 5th day of May, 2015.I further
certify that the meeting was duly called and held and that a
quorum was present.
Dated this 11th day of May, 2015.
athleen Connelly
00District Clerk
Water Utilities Community Facilities District
Meeting Minutes of May 5, 2015
Page 12 of 12