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05-05-2009 City Council Study Session PacketCity of Grand Island Tuesday, May 05, 2009 Study Session Packet City Council:Mayor: Margaret Hornady City Administrator: Jeff Pederson City Clerk: RaNae Edwards T u 7:00:00 PM Council Chambers - City Hall 100 East First Street Larry Carney Scott Dugan John Gericke Peg Gilbert Chuck Haase Robert Meyer Mitchell Nickerson Bob Niemann Kirk Ramsey Jose Zapata Call to OrderCity of Grand Island City Council A - SUBMITTAL OF REQUESTS FOR FUTURE ITEMS Individuals who have appropriate items for City Council consideration should complete the Request for Future Agenda Items form located at the Information Booth. If the issue can be handled administratively without Council action, notification will be provided. If the item is scheduled for a meeting or study session, notification of the date will be given. B - RESERVE TIME TO SPEAK ON AGENDA ITEMS This is an opportunity for individuals wishing to provide input on any of tonight's agenda items to reserve time to speak. Please come forward, state your name and address, and the Agenda topic on which you will be speaking. MAYOR COMMUNICATION This is an opportunity for the Mayor to comment on current events, activities, and issues of interest to the community. Call to Order Pledge of Allegiance Roll Call This is an open meeting of the Grand Island City Council. The City of Grand Island abides by the Open Meetings Act in conducting business. A copy of the Open Meetings Act is displayed in the back of this room as required by state law. The City Council may vote to go into Closed Session on any agenda item as allowed by state law. City of Grand Island City Council Item X Presentation on Waste Water Capital Improvement Plan and Cost- Of-Service based Rate Study Tuesday, May 05, 2009 Study Session City of Grand Island Staff Contact: Steve Riehle, City Engineer/Public Works Director City of Grand Island City Council Council Agenda Memo From: Steven P. Riehle, Public Works Directore Meeting: May 5, 2009 Subject: Presentation on Waste Water Capital Improvement Plan and Cost-Of-Service based Rate Study Item #’s: 1 Presenter(s): Steven P. Riehle, Public Works Director Background Agreement with Black & Veatch for Digesters and Rate Study An agreement with Black & Veatch of Kansas City, Missouri for engineering consulting services related to a digester complex was approved by the council on August 26, 2008. As preliminary engineering work on the digester complex progressed, it became apparent that selection of the design and size of the digester complex would rely heavily on what other capital improvement projects were needed in the near future and the impact on the rates paid by sanitary sewer customers. An amendment to the agreement that added work for a Cost-Of-Services based Rate Study with associated schedule changes was approved by the council on December 16, 2008. Waste Water Infrastructure The sanitary sewer collection system has mains that have been in service for over a century with some mains in the downtown area dating back to the 1890’s. The collection system contains almost 230 miles of sanitary sewer mains, 17 sewage lift stations and a waste water treatment plant that is averaging 12 million gallons per day of flow. The division is a capital intensive operation because of the miles of pipeline to maintain and the gallons of waste water to treat. While there have been substantial improvements made at the plant over the years, there are still many improvements that are needed in the future. Many parts of the plant date back to the original construction in 1964. It’s critical that the plant has the capacity to accommodate growth in our community, a new or expanded industry while continuing to meet environmental requirements for our discharge. Replacements, upgrades and expansions at the plant will be a continuous and on-going process. Rate Study The waste water division of the public works department is an enterprise fund with no property tax dollars used to support the division. The entire budget comes from waste water customers through sanitary sewer bills. The sewer bill for a residential customer is based on usage and standard strength for residential sewage. The sewer bill for commercial and industrial customers is based on usage plus an extra strength component. A cost of service based rate study looks at all costs for the operation and allocates those costs of service to the customer classes according to the costs of providing service. Then rates are designed to equitably cover those costs. It’s important that each customer pay their “fair” share of the costs for the city to own and operate the collection system and the waste water treatment plant. The last rate study was conducted in 1979 with rate increases since that time applied uniformly across the board with rate increases since 1996 matching close to the Consumer Price Index. The new rate stud y will recommend rates that match up with the cost of providing the service. Discussion 2009 through 2010 Capital Improvement Plan Consultant Black & Veatch worked with city staff to put together a short term capital improvement projects budget through 2013 for the collection system, lift stations and waste water treatment plant. This list of capital improvement projects is part of the PowerPoint for tonight council meeting. Long term capital improvement projects will be part of the comprehensive plan being prepared by CH2MHill under an agreement that was amended at the April 28, 2008 council meeting. Major projects in the 2009 through 2010 Capital Improvement Plan Digester Complex A digester complex remains the best long term alternative for dealing with sludge loadings at the plant. Black & Veatch engineers have studied the different designs and sizes for a digester complex and will make a recommendation at the meeting. Additional Final Clarifier The treatment plant needs an additional final clarifier for the winter months to accommodate current & future loadings, maintain a minimal reserve and maintain compliance with the lower ammonia limits in the new discharge permit that took effect on October 1, 2008. Aeration Basin Improvements Aeration basin improvements are needed for the summer months to accommodate current & future ammonia loadings to maintain compliance with the lower ammonia limits in the new discharge permit. Replacement Projects for the Collection System The sanitary sewer collection system is aging and it is imperative that adequate funds are allocated to maintain the system. One only has to look at the age of the infrastructure and the failures we’ve had to appreciate the need. Rate Study The standard strength for residential sewage is currently 300 mg/L for Biochemical Oxygen Demand and Suspended Solids. Tests of normal sewage indicated that that strength was closer to 250 mg/L which is reflected in the proposed rates presented in the rate study. The rate study used the following parameters before the extra strength charges are applicable. Biochemical Oxygen Demand 250 mg/L Suspended Solids 250 mg/L Oil & Grease 100 mg/L Ammonia 30 mg/L The Cost-of-Service based Rate study will adjust the rates to the cost of providing the service. The excess strength limit for Biochemical Oxygen Demand and Suspended Solids has been reduced, the costs associated with the collection system have been allocated to the appropriate users, and the costs to treat extra strength sewage have been passed to the customers that generate the extra strength sewage. The average residential customer, contributing 700 cubic feet of wastewater flow, will see a $0.56 per month (before sales tax) or 3.1% increase in their monthly sanitary sewer bill beginning in October 2009. For a listing of the typical sanitary sewer bills see table 20 of the rate study. Conclusion Public Works staff will bring forward a resolution for council to approve a digester option and a separate resolution to adopt the rate study at a future council meeting. The adoption of sanitary sewer rates will happen with normal budget process this summer. RATE STUDY TABLE May 1, 2009 Table 1City of Grand Island, NEWastewater UtilityHistorical and Projected Number of BillsHistoricalProjected_______________________________________ _________________________________________________2005 2006 2007 2008 2009 2010 2011 2012 2013________ ________ ________ ________ ________ ________ ________ ________ ________Residential144,957 144,698 146,834 148,449 149,549 150,649 151,749 152,849 153,949Residential - Suburb555 540 536 532 532 532 532 532 532Residential - Commercial6,460 6,413 6,496 6,653 6,703 6,753 6,803 6,853 6,903Interdepartmental - CommercialJB Swift12 12 12 12 12 12 12 12 12All Other19,219 22,585 22,704 22,705 22,715 22,725 22,735 22,745 22,755Commercial - Suburb108 108 64 48 48 48 48 48 48________ ________ ________ ________ ________ ________ ________ ________ ________ Total171,311 174,356 176,646 178,399 179,559 180,719 181,879 183,039 184,199Rate_Report_Tables (8)5/1/2009 Table 2 City of Grand Island, NE Wastewater Utility Existing Wastewater Rates (Effective October 1, 2008) Sewer Service Charge - $/month All Customers 8.24 Volume Charge - $/Ccf Low Strength Industrial Dischargers 0.4180 All Other Customers 1.3700 Excess Strength Surcharge - $/lb BOD over 300 mg/l 0.2806 Suspended Solids over 300 mg/l 0.2180 Oil & Grease over 100 mg/l 0.0115 Low Strength Industrial Dischargers BOD over 0 mg/l 0.2806 Suspended Solids over 0 mg/l 0.2180 Oil & Grease over 0 mg/l 0.0115 Ammonia over 30 mg/l 0.3729 Hydrogen Sulfide over 0 mg/l 0.1252 Hydrogen Sulfide Flat Fee - $/month 8,376.29 Ccf = Hundred Cubic Feet BOD = Biochemical Oxygen Demand Rate_Report_Tables (8)5/1/2009 Table 3City of Grand Island, NEWastewater UtilityHistorical and Projected Wastewater RevenueHistoricalProjected_________________________________________________ ____________________________________________________2004 2005 2006 2007 2008 2009 (a) 2010 2011 2012 2013________ ________ ________ ________ ________ ________ ________ ________ ________ ________$$$$$$$$$$Residential2,680,957 2,532,044 2,401,430 2,494,436 2,573,636 2,677,000 2,696,700 2,716,400 2,736,100 2,755,800Residential - Suburb8,233 9,345 9,419 9,673 9,851 10,200 10,200 10,200 10,200 10,200Residential - Commercial349,914 340,352 333,000 334,846 353,917 368,200 371,000 373,700 376,400 379,200Interdepartmental - Commercial (b)JB Swift (c)00006,003,361 2,089,600 2,089,600 2,089,600 2,089,600 2,089,600All Other4,748,158 5,789,243 6,133,695 7,389,492 1,750,843 1,407,400 1,408,000 1,408,700 1,409,300 1,409,900Commercial - Suburb2,032 2,376 2,634 2,272 2,571 2,700 2,700 2,700 2,700 2,700Excess Strength (b) (d)2,620,600 2,152,300 2,152,300 2,152,300 2,152,300________ ________ ________ ________ ________ ________ ________ ________ ________ ________ Total7,789,293 8,673,360 8,880,177 10,230,719 10,694,179 9,175,700 8,730,500 8,753,600 8,776,600 8,799,700(a) Reflects 3 percent revenue increase effective October 1, 2008.(b) Historical Interdepartmental revenue includes Excess Strength revenue.(c) JB Swift historical revenue included with Interdepartmental - Commercial All Other.(d) Excess Strength revenue assumes normal strength limit for Biochemical Oxygen Demand and Suspended Solids of 250 milligram per liter beginning in 2010.Rate_Report_Tables (8)5/1/2009 Table 4 City of Grand Island, NE Wastewater Utility Historical and Projected Miscellaneous Revenue (1) (2) (3) (4) (5) (6) (7) Sewer Other Co-pay Misc Sewer Tap Inter- Health Surcharge Other Assessments (a)Fees Gov. Insurance Revenue (b) Revenue (c) Total________ ________ ________ ________ ________ ________ ________ $$$$$$$ Historical 2004 821,975 0 0 20,359 N/A 52,835 895,169 2005 397,370 37,971 0 21,773 N/A 70,476 527,591 2006 764,445 170,892 0 31,076 N/A 86,548 1,052,962 2007 465,898 44,429 0 31,361 N/A 246,187 787,875 2008 394,316 17,261 0 36,476 181,500 193,062 822,615 Projected 2009 125,400 30,000 0 40,400 181,500 120,000 497,300 2010 199,000 30,000 0 40,400 181,500 120,000 570,900 2011 200,800 30,000 0 40,400 181,500 120,000 572,700 2012 183,100 30,000 0 40,400 181,500 120,000 555,000 2013 133,700 30,000 0 40,400 181,500 120,000 505,600 (a) Includes Interest Income on Sewer Assessments. (b) (c) Includes Other Revenue, Sale of Fixed Assets, and Trade-in-Allowance. Includes Sample Analysis revenue and fees from JB Swift for discharge in excess of permit limits. Rate_Report_Tables (8)5/1/2009 Table 5City of Grand Island, NEWastewater UtilityHistorical and Projected Operation and Maintenance ExpenseHistoricalProjected_______________________________________________________ ____________________________________________________2004 2005 2006 2007 2008 2009 2010 2011 2012 2013______ ______ ______ ______ ______ ______ ______ ______ ______ ______$$$$$$$$$$General Services 1,785,080 1,856,457 2,053,175 1,956,905 2,115,476 1,432,600 1,143,500 1,190,000 1,239,100 1,290,900Collection Services 449,015 632,164 646,693 637,107 902,240 841,400 869,900 900,100 931,300 963,600Wastewater Treatment 1,473,718 1,722,582 2,141,153 2,193,628 2,146,344 2,466,700 2,576,000 2,694,100 2,819,400 2,952,400Solids Handling (a)00000000616,200 690,000Compost Operations 288,077 634,959 1,255,917 1,466,880 1,983,889 1,862,300 1,976,900 2,106,4000 0Land Application (a)00000000910,000 962,400Sludge Injection (b) 304,267 194,381 1350000000________ ________ ________ ________ ________ ________ ________ ________ ________ ________ Total O&M Expense 4,300,156 5,040,544 6,097,073 6,254,520 7,147,949 6,603,000 6,566,300 6,890,600 6,516,000 6,859,300111111111(a) With the completion of the Digester project in 2012, Compost Operations will be replaced with Land Application and Solids Handling.(b) Sludge Injection was discontinued in 2006.Rate_Report_Tables (8)5/1/2009 Table 6City of Grand Island, NEWastewater UtilityProposed Capital Improvement ProgramLineNo.2009 2010 2011 2012 2013 Total____________ ________ ________ ________ ________ ________$$$$$$1 Sewer Mains1,250,000 600,000 1,600,000 600,000 1,600,000 5,650,0002 Liquid Oxygen0000003 Lift Stations411,400 265,2000 100,000 3,862,700 4,639,300Wastewater Treatment4 Raw Water Pumping0000005 Preliminary Treatment0 0 884,400 4,298,500 842,300 6,025,2006 Primary Sedimentation/Clarifiers 980,1000000980,1007 Aeration Basins0000008 Aeration Equipment0 1,100,000 1,200,000 2,298,4000 4,598,4009 Corrosion/Odor Control Facilities 108,9000 98,200 477,700 93,600 778,40010 Final Clarifers0 0 0 4,652,4000 4,652,40011 Disinfection00000012 Sludge Handling2,126,300 6,300,000 9,734,400 3,543,3000 21,704,00013 General Plant541,900 208,0000 0 0 749,90014Lab00000015 Vehicles00000016 Administration & General00000017 Land000000________ ________ ________ ________ ________ ________ 18 Total5,418,600 8,473,200 13,517,000 15,970,300 6,398,600 49,777,700Rate_Report_Tables (8)5/1/2009 Table 7City of Grand Island, NEWastewater UtilityCapital Improvement Program FinancingLineYear Ending September 30,_______________________________________________________________No. Description2009 2010 2011 2012 2013 Total____ _____________________________ ________ ________ ________ ________ ________ ________$$$$$$Sources of Funds1 Beginning of Year Balance5,247,900 128,300 120,200 196,500 122,400 5,247,9002 Revenue Bond Proceeds0 6,800,000 13,500,000 15,800,000 6,500,000 42,600,0003 Cash Financing of Construction200,000 2,200,000 1,200,000 1,400,000 400,000 5,400,0004 Grants/Developer Contributions0000005 Interest Income (a)99,000 61,100 76,600 81,100 58,900 376,700________ ________ ________ ________ ________ ________ 6 Total Funds Available5,546,900 9,189,400 14,896,800 17,477,600 7,081,300 53,624,600Application of Funds7 Major Capital Improvements5,418,600 8,473,200 13,517,000 15,970,300 6,398,600 49,777,7008 Issuance Costs0 102,000 202,500 237,000 97,500 639,0009 Bond Reserve Funds0 494,000 980,800 1,147,900 472,200 3,094,900________ ________ ________ ________ ________ ________ 10 Total Application of Funds5,418,600 9,069,200 14,700,300 17,355,200 6,968,300 53,511,60011 End of Year Fund Balance128,300 120,200 196,500 122,400 113,000 113,00012 Capital Reserve Balance1,500,000 1,500,000 1,500,000 1,500,000 1,500,000(a) Includes interest earnings on the capital reserve.Rate_Report_Tables (8)5/1/2009 Table 8 City of Grand Island, NE Wastewater Utility Comparison of Projected Revenue Under Existing Rates With Projected Revenue Requirements Line Year Ending September 30,_______________________________________________________ No. Description 2009 2010 2011 2012 2013____ _____________________________ ________ ________ ________ ________ ________ $$$$$ 1 Revenue Under Existing Rates 9,175,700 8,730,500 8,753,600 8,776,600 8,799,700 Additional Revenue Required Fiscal Revenue Months Year Increase Effective________ ________ ________ 2 2009 0.0% 3 00000 3 2010 7.0% 12 611,100 612,800 614,400 616,000 4 2011 6.0% 12 562,000 563,500 564,900 5 2012 6.0% 12 597,300 598,800 6 2013 6.0% 12 634,800________ ________ ________ ________ ________ 7 Total Additional Revenue 0 611,100 1,174,800 1,775,200 2,414,500 8 Total Service Charge Revenue 9,175,700 9,341,600 9,928,400 10,551,800 11,214,200 9 Other Operating Revenue 497,300 570,900 572,700 555,000 505,600 10 Interest Income - Operations 12,200 14,400 6,000 5,700 6,100 11 Interest Income - Reserve Funds (a)118,100 126,600 155,800 199,000 238,200________ ________ ________ ________ ________ 12 Total Revenue 9,803,300 10,053,500 10,662,900 11,311,500 11,964,100 13 Operation and Maintenance Expense 6,603,000 6,566,300 6,890,600 6,516,000 6,859,300________ ________ ________ ________ ________ 14 Net Revenue 3,200,300 3,487,200 3,772,300 4,795,500 5,104,800 Debt Service 15 Existing Revenue Bonds 1,783,700 1,785,900 1,787,700 1,743,700 1,732,800 16 Proposed Revenue Bonds 0 0 494,000 1,474,800 2,622,700________ ________ ________ ________ ________ 17 Total Debt Service 1,783,700 1,785,900 2,281,700 3,218,500 4,355,500 18 Routine Capital Additions (b)246,300 246,300 246,300 246,300 246,300 19 Cash Financing of Major Improvements 200,000 2,200,000 1,200,000 1,400,000 400,000 20 Additions to Operating Reserve 0 71,000 0 0 84,800 21 Net Annual Balance 970,300 (816,000) 44,300 (69,300) 18,200 22 Beginning of Year Balance 0 970,300 154,300 198,600 129,300 23 End of Year Balance 970,300 154,300 198,600 129,300 147,500 24 Operating Reserve Balance 1,628,100 1,699,100 1,699,100 1,699,100 1,783,900 (a) Includes interest earnings on the Principal and Interest Account, Bond Reserve Fund, and operating reserve. (b) Cash financing of Machinery & Equipment and Vehicles. Rate_Report_Tables (8)5/1/2009 Table 9City of Grand Island, NEWastewater UtilityCoverage RequirementsLineYear Ending September 30,_______________________________________________________No. 2009 2010 2011 2012 2013____ ________ ________ ________ ________ ________$$$$ $Rate Covenant Coverage1 Projected Net Revenues 3,200,300 3,487,200 3,772,300 4,795,500 5,104,8002 Annual Debt Service 1,783,700 1,785,900 2,281,700 3,218,500 4,355,5003 Projected Actual Net Revenue as aPercent of Debt Service (a) 1.79 x 1.95 x 1.65 x 1.49 x 1.17 x Additional Bond Coverage (b)4 Preceding Year Projected Net Revenues5,575,870 3,200,300 3,487,200 3,772,300 4,795,5005 Average Annual Debt Service 1,717,129 761,503 1,650,078 2,683,658 3,032,8366 Projected Actual Net Revenue as aPercent of Debt Service (c) 3.25 x 4.20 x 2.11 x 1.41 x 1.58 x 7 Ensuring Year Projected Net Revenues 3,200,300 3,487,200 3,772,300 4,795,500 5,104,8008 Average Annual Debt Service 1,717,129 761,503 1,650,078 2,683,658 3,032,8369 Projected Actual Net Revenue as aPercent of Debt Service (d) 1.86 x 4.58 x 2.29 x 1.79 x 1.68 x (a) The Bond Ordinance requires net revenue to equal or exceed 1.10x actual debt service.(b) The City shall comply with one or the other of the two additioanl bonds tests.(c) The Bond Ordinance requires net revenue to equal or exceed 1.25x actual debt service.(d) The Bond Ordinance requires net revenue to equal or exceed 1.25x actual debt service in each of the three full fiscsal years after the issuance of the proposed Additional Bonds.Rate_Report_Tables (8)5/1/2009 Table 10 City of Grand Island, NE Wastewater Utility Cost of Service Test Year 2010 Line Operating Capital No.Expense Cost Total____________________________ $$$ Revenue Requirements 1 Operation & Maintenance Expense 6,566,300 6,566,300 Debt Service Requirements 2 Existing Debt Service 1,785,900 1,785,900 3 Proposed Debt Service 0 0 4 Routine Capital Additions 246,300 246,300 5 Cash Financing of Major Improvements 2,200,000 2,200,000 6 Additions to the Operating Reserve 71,000 71,000_________ _________ _________ 7 Total 6,637,300 4,232,200 10,869,500 Revenue Requirements Met from Other Sources 8 Other Operating Revenue 540,900 30,000 570,900 9 Interest Income 14,400 126,600 141,000 10 Change in Funds Available 498,300 317,700 816,000_________ _________ _________ 11 Total 1,053,600 474,300 1,527,900_________ _________ _________ 12 Net Costs to be Met from Charges 5,583,700 3,757,900 9,341,600 60% 40% Operating Exp Capital Costs Capital Costs, $3,757,900 Operating Expense, $5,583,700 Rate_Report_Tables (8)5/1/2009 Table 11 City of Grand Island, NE Wastewater Utility Allocation of Net Plant Investment To Functional Cost Components Test Year 2010 Common to All____________________________________________________________ Wastewater Strength__________________________________________________ No. Investment Volume BOD SS O&G NH3 H2S Volume____ _________ _________ _________ _________ _________ _________ _________ _________ $$$$$$$ $ 1 Sewer Mains 19,627,400 19,627,400 2 Liquid Oxygen 18,500 18,500 3 Lift Stations 6,500 6,500 Wastewater Treatment 4 Raw Water Pumping 0 0 5 Preliminary Treatment 0 0 0 6 Primary Sedimentation/Clarifiers 71,800 71,800 7 Aeration Basins 3,792,200 2,528,100 1,264,100 8 Aeration Equipment 522,000 261,000 261,000 9 Corrosion/Odor Control Facilities 53,700 53,700 10 Final Clarifers 851,400 212,900 383,100 170,300 85,100 11 Disinfection 2,280,500 2,280,500 12 Sludge Handling 8,732,300 3,493,000 3,056,300 436,600 873,200 873,200 13 General Plant 1,480,400 232,900 605,200 293,000 39,600 225,500 84,200 0________ ________ ________ ________ ________ ________ ________ ________ 14 Subtotal 17,784,300 2,798,100 7,270,400 3,519,600 476,200 2,708,900 1,011,100 0 15 Lab 13,600 6,600 3,500 1,800 1,200 500 16 Vehicles 147,700 10,900 28,700 13,900 1,900 10,700 4,100 77,500 17 Administration & General 239,600 18,000 46,500 22,500 3,000 17,300 6,600 125,700 18 Land 561,400 561,400________ ________ ________ ________ ________ ________ ________ ________ 19 Total 38,399,000 3,388,400 7,352,200 3,559,500 482,900 2,738,100 1,040,800 19,837,100 20 Existing Debt Service to be Recovered 1,785,900 157,700 341,900 165,500 22,500 127,300 48,400 922,600 705,600 8.8% 48.5% 23.5% 3.2% 18.0% 6.9% 51.7% CTA VolumeBOD SS O&G NH3 H2S City Collection City Collection System UsersLine Net Plant Allocation of Net Plant Investment CTA Volume 6% City Collection System Users Volume 32% H2S 7% NH3 18% O&G 3% SS 24%BOD 48%Strength 40% Rate_Report_Tables (8)5/1/2009 Table 12 City of Grand Island, NE Wastewater Utility Allocation of Capital Improvements To Functional Cost Components Test Year 2010 Common to All_____________________________________________________________ Wastewater Strength__________________________________________________ No. Investment Volume BOD SS O&G NH3 H2S Volume____ _________ _________ _________ _________ _________ _________ _________ _________ $$$$$$$$ 1 Sewer Mains 5,650,000 5,650,000 2 Liquid Oxygen 0 0 3 Lift Stations 4,639,300 4,639,300 Wastewater Treatment 4 Raw Water Pumping 0 0 5 Preliminary Treatment 6,025,200 4,217,600 1,807,600 6 Primary Sedimentation/Clarifiers 980,100 980,100 7 Aeration Basins 0 0 0 8 Aeration Equipment 4,598,400 4,598,400 9 Corrosion/Odor Control Facilities 778,400 778,400 10 Final Clarifers 4,652,400 1,163,100 2,093,600 930,500 465,200 11 Disinfection 0 0 12 Sludge Handling 21,704,000 8,681,600 7,596,400 1,085,200 2,170,400 2,170,400 13 General Plant 749,900 123,100 208,600 165,100 56,000 140,000 57,100 0________ ________ ________ ________ ________ ________ ________ ________ 14 Subtotal 39,488,400 6,483,900 10,983,800 8,692,000 2,948,800 7,374,000 3,005,900 0 15Lab 0 00000 16 Vehicles 00000000 17 Administration & General 00000000 18 Land 0 0________ ________ ________ ________ ________ ________ ________ ________ 19 Total 49,777,700 6,483,900 10,983,800 8,692,000 2,948,800 7,374,000 3,005,900 10,289,300 20 Capital Charges to be Recovered (a) 1,972,000 257,000 435,100 344,300 116,800 292,100 119,100 407,600 13.0% 22.1% 17.5% 5.9% 14.8% 6.0% 20.7% (a) Excludes debt service on existing bonds.CTA VolumeBOD SS O&G NH3 H2S City Collectio 13.0% 33.3% 26.3% 8.9% 22.3% 9.1% 20.7% 1,307,400 CTA VolumeBOD SS O&G NH3 H2S City Collectio City Collection System UsersLine Net Plant Allocation of Capital Improvements CTA Volume 10% City Collection System Users Volume 15%Strength 66% BOD 34% SS 26% O&G 9% NH3 22%H2S 9% Rate_Report_Tables (8)5/1/2009 Table 13 City of Grand Island, NE Wastewater Utility Allocation of Operation & Maintenance Expense To Functional Cost Components Test Year 2010 Common to All______________________________________________________________________ Wastewater Strength__________________________________________________ No. Expenses Volume BOD SS O&G NH3 H2S Billing Volume_____________________________________________________________________________________ $$$$$$$$$ 1 Collection Service 869,900 869,900 2 Liquid Oxygen 119,200 119,200 Wastewater Treatment 3 Raw Water Pumping 261,300 261,300 4 Preliminary Treatment 189,700 132,800 56,900 5 Primary Sedimentation/Clarifiers 112,100 112,100 6 Aeration Basins 70,300 46,900 23,400 7 Aeration Equipment 613,700 306,800 306,900 8 Corrosion/Odor Control Facilities 261,600 261,600 9 Final Clarifers 67,800 16,900 30,500 13,600 6,800 10 Disinfection 168,100 168,100 11 Sludge Handling 423,600 169,300 148,300 21,200 42,400 42,400 12 General Plant 185,300 29,100 75,800 36,700 5,000 28,200 10,500________ ________ ________ ________ ________ ________ ________ ________ ________ 13 Subtotal 2,353,500 720,300 629,300 198,600 83,100 407,700 314,500 0 0 14 Lab 51,600 24,800 13,400 6,700 4,600 2,100 15 Compost Operations 1,976,900 1,284,800 692,100 16 Land Application 0 0 0 17 Solids Handling 0 00000 18 General Operations 1,195,200 129,600 407,100 199,600 16,500 58,300 58,000 118,800 207,300 19 Additions to the Operating Reserve 71,000 8,500 26,900 13,200 1,100 3,800 3,800 13,700________ ________ ________ ________ ________ ________ ________ ________ ________ 20 Total O&M Expense 6,637,300 858,400 2,372,900 1,116,900 107,400 474,400 497,600 118,800 1,090,900 Less Offsetting Revenues 21 Other Operating Revenue 540,900 234,100 87,100 47,200 23,600 16,300 7,200 0 125,400 22 Interest Income 14,400 1,900 5,100 2,400 200 1,000 1,100 300 2,400 23 Change in Funds Available 498,300 64,400 178,100 83,900 8,100 35,600 37,400 8,900 81,900________ ________ ________ ________ ________ ________ ________ ________ ________ 24 Total Offsetting Revenues 1,053,600 300,400 270,300 133,500 31,900 52,900 45,700 9,200 209,700 25 Net Operating Expenses to be Recovered 5,583,700 558,000 2,102,600 983,400 75,500 421,500 451,900 109,600 881,200 10.0% 52.1% 24.4% 1.9% 10.4% 11.2% 2.0% 15.8% 4,034,900 CTA VolumeBOD SS O&G NH3 H2S Bills City Collectio City Collection System UsersLine Operating Allocation of Net Operating Expenses Bills 2%H2S 11% O&G 2%NH3 10% SS 25% City Collection System Users Volume 16% CTA Volume 10% BOD 52% Strength 72% Rate_Report_Tables (8)5/1/2009 Table 14City of Grand Island, NEWastewater UtilityUnits of ServiceTest Year 2010(1) (2) (3) (4) (5) (6) (7) (8) (9)Wastewater Volume Wastewater Strength________________________________ __________________________________________________Line Contributed Infiltration Suspended Oil &No. Volume /Inflow Total BOD Solids Grease NH3 H2S Customers____________________________________________________________________________Ccf Ccf Ccf Pounds Pounds Pounds Pounds Pounds Bills(1) + (2)1 Residential 1,062,300 1,962,300 3,024,600 2,070,000 2,715,200 448,700 221,800 0 150,6492 Residential - Suburb 4,200 7,100 11,300 8,000 10,300 1,700 800 0 5323 Residential - Commercial 230,200 161,600 391,800 366,300 423,900 72,500 31,600 0 6,753Interdepartmental - Commercial4 JB Swift 1,525,200 23,300 1,548,500 2,100,500 2,155,300 382,700 144,200 0 125 All Other 891,100 590,800 1,481,900 1,407,300 1,619,400 277,700 120,300 0 22,7256 Commercial - Suburb 1,600 1,100 2,700 2,500 2,900 500 200 0 48Surcharge7 JB Swift 3,331,000 951,700 190,300 999,300 1,427,6008 All Other 1,011,500 326,500 92,100 0 0________ ________ ________ ________ ________ ________ ________ ________ ________ 9 Total 3,714,600 2,746,200 6,460,800 10,297,100 8,205,200 1,466,200 1,518,200 1,427,600 180,719Ccf = Hundred Cubic FeetRate_Report_Tables (8)5/1/2009 Table 15City of Grand Island, NEWastewater UtilityUnit Costs of ServiceTest Year 2010Common to All______________________________________________________________________LineWastewater Strength__________________________________________________No.Total Volume BOD SS O&G NH3 H2S Billing Volume_____________ _________ _________ _________ _________ _________ _________ _________ _________Ccf Pounds Pounds Pounds Pounds Pounds Bills CcfUnits of Service1 City Collection System Users4,912,300 4,865,600 5,098,200 893,200 374,700 0 180,707 4,912,3002 JB Swift1,548,500 5,431,500 3,107,000 573,000 1,143,500 1,427,600 12 80,800________ ________ ________ ________ ________ ________ ________ ________ 3 Total6,460,800 10,297,100 8,205,200 1,466,200 1,518,200 1,427,600 180,719 4,993,100Costs of ServiceNet Operating Expense4 Total Cost - $5,583,700 558,000 2,102,600 983,400 75,500 421,500 451,900 109,600 881,2005 Unit Cost - $/unit0.08637 0.20419 0.11985 0.05149 0.27763 0.31655 0.60647 0.17648Existing Capital Costs6 Total Cost - $1,785,900 157,700 341,900 165,500 22,500 127,300 48,400922,6007 Unit Cost - $/unit0.02441 0.03320 0.02017 0.01535 0.08385 0.03390 0.00000 0.18477Proposed Capital Costs8 Total Cost - $1,972,000 257,000 435,100 344,300 116,800 292,100 119,100407,6009 Unit Cost - $/unit0.03978 0.04225 0.04196 0.07966 0.19240 0.08343 0.00000 0.0816310 Total Unit Cost of Service0.15055 0.27965 0.18198 0.14650 0.55388 0.43388 0.60647 0.44289Total Cost of Service11 City Collection System Users 5,651,700 739,600 1,360,700 927,800 130,900 207,500 0 109,600 2,175,60012 JB Swift3,689,900 233,100 1,518,900 565,400 83,900 633,400 619,400 0 35,800________ ________ ________ ________ ________ ________ ________ ________ ________ 13 Total9,341,600 972,700 2,879,600 1,493,200 214,800 840,900 619,400 109,600 2,211,400Ccf = Hundred Cubic FeetCity Collection System UsersRate_Report_Tables (8)5/1/2009 Table 16City of Grand Island, NEWastewater UtilityAllocated Costs of Service to Customer ClassesTest Year 2010Common to All______________________________________________________________________________LineWastewater Strength__________________________________________________No. Total Volume BOD SS O&G NH3 H2S Billing Volume____ _________ _________ _________ _________ _________ _________ _________ _________ _________Ccf Pounds Pounds Pounds Pounds Pounds Bills Ccf1 Unit Cost of Service - $/unit 0.15055 0.27965 0.18198 0.14650 0.55388 0.43388 0.60647 0.44289Residential2 Units of Service 3,024,600 2,070,000 2,715,200 448,700 221,800 150,649 3,024,6003 Allocated Cost - $ 3,148,200 455,300 578,900 494,200 65,800 123,000 91,400 1,339,600Residential - Suburb4 Units of Service 11,300 8,000 10,300 1,700 800 532 11,3005 Allocated Cost - $ 11,700 1,700 2,200 1,900 200 400 300 5,000Residential - Commercial6 Units of Service 391,800 366,300 423,900 72,500 31,600 6,753 391,8007 Allocated Cost - $ 444,200 59,000 102,400 77,100 10,600 17,500 4,100 173,500Interdepartmental - CommercialJB Swift8 Units of Service 1,548,500 2,100,500 2,155,300 382,700 144,200 12 80,8009 Allocated Cost - $ 1,384,400 233,200 587,400 392,200 56,000 79,800 0 35,800All Other10 Units of Service 1,481,900 1,407,300 1,619,400 277,700 120,300 22,725 1,481,90011 Allocated Cost - $ 1,688,800 223,100 393,600 294,700 40,700 66,600 13,800 656,300Commercial - Suburb12 Units of Service 2,700 2,500 2,900 500 200 48 2,70013 Allocated Cost - $ 3,000 400 700 500 100 100 0 1,200SurchargeJB Swift14 Units of Service 0 3,331,000 951,700 190,300 999,300 1,427,600 015 Allocated Cost - $ 2,305,500 0 931,500 173,200 27,900 553,500 619,400 0 0All Other16 Units of Service 0 1,011,500 326,500 92,100000017 Allocated Cost - $ 355,800 0 282,900 59,400 13,5000000________ ________ ________ ________ ________ ________ ________ ________ ________ 18 Total System 9,341,600 972,700 2,879,600 1,493,200 214,800 840,900 619,400 109,600 2,211,400Ccf = Hundred Cubic FeetCity Collection System UsersRate_Report_Tables (8)5/1/2009 Table 17 City of Grand Island, NE Wastewater Utility Comparison of Allocated Cost of Service with Revenue Under Existing Rates Test Year 2010 (1) (2) (3) Revenue Allocated Under Indicated Line Cost of Existing Revenue No. Service Rates Adjustment___________________________ $ $ (1) / (2) - 1 1 Residential 3,148,200 2,696,700 16.7% 2 Residential - Suburb 11,700 10,200 14.7% 3 Residential - Commercial 444,200 371,000 19.7% Interdepartmental - Commercial 4 JB Swift 1,384,400 2,089,600 -33.7% 5 All Other 1,688,800 1,408,000 19.9% 6 Commercial - Suburb 3,000 2,700 11.1% 7 Surcharge 2,661,300 2,152,300 23.6%________ ________ 8 Total 9,341,600 8,730,500 7.0% Rate_Report_Tables (8)5/1/2009 Table 18 City of Grand Island, NE Wastewater Utility Proposed Rates Charges to be Effective October 1,______________________________________________________ 2009 2010 2011 2012 2013________ ________ ________ ________ ________ Sewer Service Charge - $/month All Customers 8.24 8.24 8.24 8.24 8.24 Volume Charge - $/Ccf Low Strength Industrial Dischargers 0.42 0.58 0.77 0.93 1.13 JB Swift (a) 1.37 1.29 1.20 1.11 1.02 All Other Customers 1.37 1.45 1.68 1.88 2.13 Excess Strength Surcharge - $/lb BOD over 250 mg/l 0.2806 0.2797 0.3042 0.3143 0.3385 Suspended Solids over 250 mg/l 0.2180 0.2180 0.2180 0.2180 0.2180 Oil & Grease over 100 mg/l 0.0115 0.1465 0.1465 0.1944 0.2050 Low Strength Industrial Dischargers BOD over 0 mg/l 0.2806 0.2797 0.3042 0.3143 0.3385 Suspended Solids over 0 mg/l 0.2180 0.2180 0.2180 0.2180 0.2180 Oil & Grease over 0 mg/l 0.0115 0.1465 0.1465 0.1944 0.2050 Ammonia over 30 mg/l 0.3729 0.5539 0.5701 0.6914 0.7256 Hydrogen Sulfide over 0 mg/l 0.1252 0.3569 0.3899 0.4558 0.4868 Hydrogen Sulfide Flat Fee - $/month 8,376.29 9,160.00 9,160.00 9,160.00 9,160.00 Ccf = Hundred Cubic Feet BOD = Biochemical Oxygen Demand mg/l = milligram per liter (a) Applicable to flow discharged from JBS' pretreatment lagoons through their sewer main connecting to the City's wastewater treatment plant. Rate_Report_Tables (8)5/1/2009 Table 19City of Grand Island, NECity oWastewater UtilityWComparison of Revenue Under ProposedComparison oRates with Allocated Cost of ServiceRates with Test Year 2010T(1) (2) (3) (4) (5)Revenue Revenue As RevenueUnder Allocated A Percent Under IndicatedLine Proposed Cost of of Cost of Existing RevenueLineNo. Rates Service Service Rates AdjustmentNo.____ _________ _________ _________ _________ _____________$ $ (1) / (2) $ (1) / (4)1 Residential 2,781,700 3,148,200 88.4% 2,696,700 3.2%7% 1 Residential2 Residential - Suburb 10,500 11,700 89.7% 10,200 2.9%7% 2 Residential - Suburb3 Residential - Commercial 389,400 444,200 87.7% 371,000 5.0%7% 3 Residential - Commercial4 Interdepartmental - Commercial 3,456,100 3,073,200 112.5% 3,497,600 -1.2%7% 4 Interdepartmental - Commercial5 Commercial - Suburb 2,700 3,000 90.0% 2,700 0.0%7% 5 Commercial - Suburb6 Surcharge 2,707,600 2,661,300 101.7% 2,152,300 25.8%7% 6 Surcharge________ ________ ________ 7 Total 9,348,000 9,341,600 100.1% 8,730,500 7.1%7 TotalIndicated Revenue Adjustment By Class-5%0%5%10%15%20%25%30%Residential Residential - Suburb Residential - Commercial Interdepartmental -CommercialCommercial - Suburb SurchargeIndicated Revenue AdjustmentOverall Average Revenue IncreaseRate_Report_Tables (8)5/1/2009 Table 20 City of Grand Island, NE Wastewater Utility Typical Bills Test Year 2010 Line Typical Wastewater Bills (a)____________________________________________________ No. Customer Class Volume Rates 2009 2010 2011 2012 2013_____________________________________________________________________________________ Ccf$$$$$$ Residential 1 Small 5 15.09 15.09 15.49 16.64 17.64 18.89 0.0% 2.7% 7.4% 6.0% 7.1% 2 Medium 7 17.83 17.83 18.39 20.00 21.40 23.15 0.56 0.0% 3.1% 8.8% 7.0% 8.2% 3 Large 15 28.79 28.79 29.99 33.44 36.44 40.19 0.0% 4.2% 11.5% 9.0% 10.3% Commercial 4 Small 70 104.14 104.14 109.74 125.84 139.84 157.34 0.0% 5.4% 14.7% 11.1% 12.5% 5 Medium 100 145.24 145.24 153.24 176.24 196.24 221.24 0.0% 5.5% 15.0% 11.3% 12.7% 6 Large 160 227.44 227.44 240.24 277.04 309.04 349.04 0.0% 5.6% 15.3% 11.6% 12.9% Industrial (b) 7 Small 50 141.22 141.22 148.62 163.94 176.77 193.32 0.0% 5.2% 10.3% 7.8% 9.4% 8 Medium 500 1,338.04 1,338.04 1,412.01 1,565.23 1,693.54 1,859.07 0.0% 5.5% 10.9% 8.2% 9.8% 9 Large 5,000 13,306.22 13,306.22 14,045.99 15,578.19 16,861.28 18,516.58 0.0% 5.6% 10.9% 8.2% 9.8% 10 JB Swift (c) 127,100 323,822.44 323,822.44 359,734.97 361,907.77 373,365.39 376,980.09 0.0% 11.1% 0.6% 3.2% 1.0% (a) Percentage increase shown reflects change from previous year. (b) (c) Residential - Small 2.7% 7.0% Residential - Medium 3.1% 7.0% Residential - Large 4.2% 7.0% Commercial - Small 5.4% 7.0% Commercial - Medium 5.5% 7.0% Commercial - Large 5.6% 7.0% Industrial - Small 5.2% 7.0% Industrial - Medium 5.5% 7.0% Industrial - Large 5.6% 7.0% JBS 11.1% 7.0% Billed Wastewater Existing Assumes biochemical oxygen demand excess strength of 500 mg/l, suspended solids excess strength of 300 mg/l, oil and grease excess strength of 84 mg/l. Assumes biochemical oxygen demand excess strength of 350 mg/l, suspended solids excess strength of 100 mg/l, oil and grease excess strength of 20 mg/l, ammonia excess strength of 105 mg/l, and hydrogen sulfide strength of 150 mg/l. Typical Bill Increase Comparison by Class 0% 2% 4% 6% 8% 10% 12% Residential - Small Residential - Medium Residential - Large Commercial - Small Commercial - Medium Commercial - Large Industrial - Small Industrial - Medium Industrial - Large JBS Typical Bill Increase Overall Average Revenue Increase Rate_Report_Tables (8)5/1/2009