HomeMy WebLinkAbout01/27/2009 Special Council Meeting Minutesf
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SPECIAL COUNCIL MEETING
MINUTES
11555 W. Civic Center Drive, Marana, Arizona 85653
Council Chambers, January 27, 2009, at or after 6:00 PM
Ed Honea, Mayor
Herb Kai, Vice Mayor
Russell Clanagan, Council Member
Patti Comerford, Council Member
Carol McGorray, Council Member
Jon Post, Council Member
Roxanne Ziegler, Council Member
SPECIAL MEETING
CALL TO ORDER AND ROLL CALL
Vice Mayor Kai and Council Members Clanagan and Post were excused. Council
Member Post arrived on the dais at 6:02 p.m. A quorum was present.
PLEDGE OF ALLEGIANCE/INVOCATION/MOMENT OF SILENCE
APPROVAL OF AGENDA
Motion by Council Member McGorray, second by Council Member Ziegler. Motion
passed
CALL TO THE PUBLIC
David Morales commented on the number of sitting Council members. He read from a
previous council agenda (January 20, 2009) regarding consent language. His concern
was about moving items from consent to action and vice versa and whether this would
cause the Council to become sloppy.
PRESENTATIONS
P 1: Presentation: Relating to Utilities Department; Water rate increase presentation
Council Member Post inquired as to how this meeting was noticed. He felt that because
of the discussion, more members of the public should have been in attendance. Mr.
Davidson responded that the meeting had been noticed in the usual manner.
Barbara Johnson presented, starting with a historical perspective from the time the
Town began providing water in 1990 through the current time. Next she discussed why
transition to aself-sufficient water utility enterprise is necessary, focusing on best
practices and financial transparency. Ms. Johnson then discussed costs which are part of
having aself-sufficient water utility enterprise, including debt payment and maintaining a
debt coverage ratio. Other components. are master planning, CIP planning and the annual
evaluation of the utility's financial health. Next was the importance of debt coverage,
referring to Standard and Poor's criteria to achieve an adequate rating. Rating firms also
look at the town's economic situation, financial data, rate setting data, operational
characteristics, who's running the business -management, legal and policy teams.
Dorothy O'Brien then discussed the current financial status., starting with current
revenues and anticipated expenditures. She then talked about assumptions and potential
variables included within the rate model as to demand over the next five years, CIP,
finalization of the dissolution of CMID IGA, impact of foreclosures, economic
fluctuations, and partnerships as well as unanticipated costs. Ms. O'Brien then presented
four different options: the recommended adjustment; no rate adjustment, delay a rate
adjustment to January 2010, and no acquisition of additional accounts. Ms. O'Brien is
recommending Option A -adoption of an increase of 8% in February to take effect in
March 2009 and then another 4% increase in January 2010. This option gets the utility
where it needs to be. Ms. O'Brien then referred to a document entitled Water
Infrastructure Finance Authority of Arizona, noting that it was common for increases in
rates. She presented a comparison of surrounding providers. Economies of scale show
that lesser populations have a tendency to have higher rates than do larger communities.
Average water use for Marana residents is about 7,000 gallons. The base rate for Marana
includes 1,000 gallons which is not the case with other utilities.
Ms. O'Brien then presented the proposed rate plan. Commercial rates will be a little
higher. She then discussed what will happen without a rate increase and the effect of
delaying a rate increase until January 2010. Most likely, Council will have to come back
in January of 2010 to implement a 12.29% rate increase. Without acquisition now, it will
require a 24% increase in 2010 and we'll still be in the red. Dan Jackson and Dorothy
O'Brien responded to a question from Mayor Honea about this. Mr. Jackson noted that
the chart shows you will need additional rate adjustments to make up the difference. The
more customers you have the more you can spread the costs and then you need fewer
adjustments. He further noted how the utility is supported by the general fund and is not
entirely an enterprise fund. The proposal is to move the utility fund to something entirely
self-sufficient so there is no additional burden on the taxpayers. The Mayor noted that if
there is a 16% rate increase, Marana will have the highest water rates in southern Arizona
The average water utility is raising its rate at least 5-6% per year. Marana's ratepayers
have benefited from good management for a long time, but escalating economics are
causing new pressures -inflation, cost increases and workers compensation. As a utility
consultant, he knows that every utility in the state has raised, is in the process or is going
to raise its rates.
Brad DeSpain spoke regarding the necessity of providing water to customers and to get
current with the water rates for the past 12 years. To put this on an enterprise system will
require a 16% increase in addition to the 8% to put it on its feet. There has been no rate
increase since 2006.
Erik Montague spoke to the actual cost of doing business currently. He referred to the
slide "What happens without a rate adjustment?" In 2009 even with a proposed no
increase there's a required coverage margin of $180,000 - a general fund subsidy.
Within the rate model it is anticipated in 2010 that the enterprise utility would be moving
toward self-sufficiency. This speaks to the value of the subsidy. The value of that
contribution to the general fund is over $200,000.
Dorothy O'Brien then spoke about the base rates for the various scenarios. She also
referred to a matrix of the benefits of Scenario A. If all assumptions are accurate, the
cost of service will move at the same rate as revenues.
Ms. O'Brien and Mr. Montague then continued to present the benefits of an enterprise
fund and answered questions from the Council. Mr. Montague reiterated the burden on
the general fund to continue without an enterprise utility and how an enterprise fund
would free up legal capacity. From a management and budget position an enterprise
system is a benefit to the town.
Barbara Johnson then concluded the presentation with a summary of the WIFA Survey,
what rate adjustments provide, providing for the required coverage margin for borrowing
capacity, and the acquisition of new accounts which will result in economies of scale that
benefit ratepayers.
She then presented a rate adjustment communication plan which Deb Thalasitis and
Rodney Campbell have been working on. Mr. Campbell presented the preliminary
communication plan which includes key messages for the public depending on which
scenarios the council chooses. There will be opportunities to put the message out to the
community and inform ratepayers on how they can get more information. Paper media,
HOA newsletters, and the town website are vehicles for this information. More effort
will be put toward information booths at town events such as Founder's Day, Chamber
meetings and other events where the information can be disseminated to large groups.
Council Member Ziegler noted that as a liaison for the Utilities CAC a letter will be
coming forward to support Option A. She expressed her support for the plan, noting that
a rate increase is needed and she also alluded to the professional experience of the team
who presented the information on a rate increase.
Mayor Honea noted that communication fell short in getting the message out to the
public for this meeting. He questioned what the water impact fees are compared to other
jurisdictions. Ms. Johnson will get that to Council by January 28. Although he agreed
that an enterprise system is necessary, he expressed concern about getting to the
enterprise system in one step. Could this be done over time? He expressed his concern
about adding another cost to citizens given the current economic climate.
Ms. Johnson responded that staff will back whatever the Mayor and Council wants
100%. It would be good if we could phase it, but it is necessary to look at aging
infrastructure, and as the economy and growth comes back where will we be positioned if
phasing takes place. She noted that there are many variables that still need to be planned
for that we don't know about yet.
Council Member Post asked that everyone pay attention to rates. Adjusting rates all
along may have prevented us from getting to this point -even it was one or two percent
all along. Ms. Johnson noted that when the town was small it was different and it made
good sense not to raise rates, but the visible growth has changed that and the town hasn't
kept pace.
Council Member Comerford commented with regard to an increase in March of an
average bill of $2 per month and then for every year after that a little over $1. Ms.
Johnson noted that the average user uses about 7200 gallons. In Council Member
Comerford's opinion, a couple of dollars a month does seem a lot of sacrifice compared
to what it will mean to them a few years down the road. Ms. Johnson stated that it will
benefit them as well to have the utility functioning in this manner.
Council Member McGorray what is the lifespan of a system? Ms. Johnson answered
that a system can be 40 years old without a failure with proper maintenance. Bond
counsel considers 25 years is about as long as they consider a lifecycle.
Council Member Ziegler encouraged the decision to implement this increase; it's time
to step up and take care of this. Not doing so is a disservice to the citizens. Again, she is
supporting the conversion to a true enterprise fund.
Mr. Davidson recognized and thanked the team for all the work they have done in
putting the presentation together and managing the complexities of a water utility. There
could be additional analysis for other options, but for all the issues currently, these
analyses are the best at this time. He reiterated his understanding that this is the people's
utility. The decisions of Council at the public hearing presumes moving to a self-
sufficient system. He further talked about re-noticing the hearing from February 20 to
February 24. This could be an item for next week's agenda.
Council Member Post would like to look at lowering the commercial rate to see if that
would attract businesses to Marana. Mr. DeSpain addressed that concept and stated that
commercial through their fire requirements require 2.5 times the flow that most homes
do, so the amount of flow justifies the additional cost. They (commercial) also use more
water. Marana's commercial rates are considerably lower than the City of Tucson. Mr.
DeSpain can provide the exact numbers.
Mr. Davidson stated that other incentives can be explored for bringing economic
development to the town that wouldn't impact the operations of the utility company. He
referred to the strategic plan process to bring jobs to the community. Ms. Johnson noted
that one of the benefits of this type of system is that it does enable us to be shovel-ready.
Right now we're reactive and ask developers to develop as they come in.
Council Member McGorray noted that having worked with the school district on their
budget, once there is a determination on rates is made she would like to see a consistent
rate of increase so that there isn't a shock. The school district has a certain rate schedule
that they stay within and that helped people not to get upset.
Council Member Comerford asked to discuss changing the date. Mr. Davidson
suggested that this should come forward during the Future Agenda section of the agenda.
ANNOUNCEMENTS/UPDATES
PROCLAMATIONS
MAYOR AND COUNCIL REPORTS: SUMMARY OF CURRENT EVENTS
The Mayor commented that Council Member Clanagan went for hand surgery and they
found some heart irregularities. Council Member Comerford reported on the girl
injured last year near the high school attended her first college class this week.
MANAGER'S REPORT: SUMMARY OF CURRENT EVENTS
Mr. Davidson stated that the Council Executive Report for the last two weeks is being
submitted with the packet.
TOWN REPORTS
GENERAL ORDER OF BUSINESS
CONSENT AGENDA
Motion by Council Member Post, seconded by Council Member McGorray. Motion
passed
C 1: Resolution No. 2009-09: Relating to Administration; authorizing emergency
procurement for materials and services necessary to encase the Marana Utilities
Department waterline within the Union Pacific Railroad right-of--way southwest of the
13900 block of Adonis Road; ratifying procedures and budgetary limitations for this
emergency procurement; and declaring an emergency
COUNCIL ACTION
BOARDS, COMMISSIONS AND COMMITTEES
ITEMS FOR DISCUSSION/POSSIBLE ACTION
EXECUTIVE SESSIONS
E 1: Executive Session pursuant to A.R.S. §38-431.03 (A)(3), Council may ask for
discussion or consultation for legal advice with the Town Attorney concerning any matter
listed on this agenda.
FUTURE AGENDA ITEMS
Mr. Mayor stated that with the concurrence of the Council, the matter for re-setting the
water rates would be placed on next week's agenda.
ADJOURNMENT
Motion by Council Member McGorray, second by Council Member Posh Motion
passed.
CERTIFICATION
I hereby certify that the foregoing are the true and correct minutes of the Marana Town
Council meeting held on January 27, 2009. I further certify that a quorum w resent.
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celyn C. B nson Town Clerk
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