HomeMy WebLinkAbout01/15/2002 Study Session MinutesMINUTES OF COUNCIL STUDY SESSION MEETING
MARANA TOWN HALL
JANUARY 15, 2002
II.
IlL
Mo
PLACE AND DATE
Marana Town Ha/l, January 15, 2002
CALL TO ORDER
By Vice Mayor Kal at 5:38 p.m.
PLEDGE OF ALLEGIANCE
Led by Vice Mayor Kal
LNVOCATION/MOMENT OF SILENCE
A moment of silence was observed.
IV. _ROLL CALl,
COUNCIL.
Bobby Sutton, Jr.
Herb Kal
Jim Blake
Patti Comerford
Tim Escobedo
Ed Honea
Carol McGorray
STAFF
Michael Hein
Michael Reuwsaat
Dan Hochuli
Jocelyn Entz
Jim DeGrood
Brad DeSpain
Mayor
Vice Mayor
Council Member
Council Member
Council Member
Council Member
Council Member
Excused
Present
Present
Present
Present
Present
Present
Town Manager
Assistant Town Manager
Town Attorney
Town Clerk
Development Services Administrator
Utilities Director
Attached is a list of public attendees.
_APPROVAL OF AGENDA
Upon motion by Council Member Blake, seconded by Council
McGorray, approval of the agenda as presented was unanimous.
Member
MINUTES OF COUNCIL STUDY SESSION MEETING
MARANA TOWN HALL
JANUARY 15, 2002
VI. G.__ENERAL ORDER OF BUSINESS
A. COUNCIL ACTION
Discussion and possible action: Presentation of the water rate analysis
study by Raftelis Financial Consulting (Brad DeSpain)
Brad DeSpain began the session by acknowledging the key persons
involved in the study process. The group of participants included Ann
Meaders, Roy Cuaron, Mike Hein, Mike Reuwsaat, Thom Martinez,
Robert Condit, Jerry Harris, Joe Reilly, Betty Horrigan, Ora Mae Harn, Jo
Rex, Sherry Rollins, Mark Myers, Sharon Megdal, Hut"cie Davis and Dave
Wostenberg. '
Mr. DeSpain briefed the Council on the Raftelis Financial Consulting firm
background and remarked that George Raftelis, principal, was considered
by the American Waterworks Association to be among the most
renowned in the field of water rate analysis. He conzmented that Lex
Wormath, representing Raftelis Financial Consulting, would deliver the
presentation to the Council. A booklet composed of the presentation
information was distributed to the Town Council and staff and has been
made a permanent part of this record.
An in-depth presentation followed and covered a variety of water rate
related topics such as rate structure, rate impacts, budget and growth
projections, financial planning regarding service revenue, and the Town's
ability to address growth within its rapidly expanding service area.
One change in the rate structuring was recommended and it was to
eliminate the existing base charge system which varied according to meter
size. The recommendation was that the Town institute a universal base
charge, structured to recover administrative overhead as well as a portion
of fixed capital costs, also known as readiness-to-serve costs. Mr.
Wormath stated that the universal charge made more sense to the
customer and provided additional benefits to the service provider in
terms of financial planning and modeling. He pointed out that a universal
charge associated the base charge to specific cost components while the
remainder of the bill was driven by volume consumption.
MINUTES OF COUNCIL STUDY SESSION MEETING
MARANA TOWN HALL
JANUARY 15, 2002
The presentation continued and included data related to asset
replacement and rehabilitation, capital reserves, definition of costs,
growth accommodation, and financial rate impacts associated with
tentative Tucson Water systems acquisition.
Mr. Wormath reported that two scenarios had evolved from this water
study. The first scenario entailed maintaining the same service area
without the acquisition of Tucson Water customers, but for Marana Water
to become a self-sufficient enterprise, fund-based utility immediately.
This plan would mean that, beginning in FY 2003, rates would be adjusted
to recover all of the revenues required to pay off the debt service
associated with th? Town's existing water systems.
The second scenario included the purchase of water systems within the
Town's boundary currently owned by the City of Tucson for an estimated
$16M purchase price. Operating the merged system as a self-sufficient,
enterprise fund-based utility was part of the plan. Implementation of
scenario two would take place over two or three years during which time
water customers from the different area systems would be phased into the
Town's program.
It was pointed out that both scenarios provided significant challenges to
the Town for the near future but also provided significant potential
benefits over the long term. Mr. Wormath commented that it made sense
for the Town to move toward scenario one, and he emphasized that
growth, a significant factor to be considered, would rapidly catch up with
systems costs.
The presentation shifted its focus to revenue requirements and
projections, operating costs, debt service costs, allocated overhead,
projected rates and charges, and customer impacts. The consultant
concluded by stating that the next step involved-direction from the-Town-
Council and Water Advisory Board. He specifically recommended that
the Town adopt changes to the rate structure and explg_re_tl3_e~p_h~__s_e_dzin
approach to becoming a self-sufficient, enterprise fund. He also
recommended continued negotiations with the City of Tucson using a rate
model to evaluate financial and rate impacts of a potential acquisition.
MINUTES OF COUNCIL STUDY SESSION MEETING
MARANA TOWN HALL
JANUARY 15, 2002
There were a number of questions from the Vice Mayor and Council
regarding rate subsidies, utility tax revenues factored into the general
fund, bond subsidies, water price elasticity, and rate penalties. A short
discussion resulted that addressed all of these topics.
Mr. DeSpain asked for direction from the Council. Mr. Hein said that the
next step in the process was for the Council and community to digest the
data presented through the water study and to understand the water rate
structures and subsidy system.
Mr. Wormath reported that Raftelis Financial Consulting would provide a
narrative that included the study findings and recommended scenarios.
He added that the Water department staff would also put together some
additional scenarios for the Council's consideration.
XI. ADJOURNMENT
Upon motion by Council Member Escobedo and seconded by Council Member
McGorray, unanimous approval to adjourn was given. The time was 6:38 p.m.
CERTIFICATION
I hereby certify that the foregoing are the true and correct minutes of the
Marana Town Council Study Session held on January 15, 2002. I further certify
that a quorum was present.
'~]~'ocelyn~. Entz, T o~n(~
"' /' - Council Mect/n0
Attendees
Name
-A' ~ .,.. . , . ~-- Address