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Agenda 06/26/2018 Item #11I06/26/2018 EXECUTIVE SUMMARY Recommendation to approve the Water, Wastewater, Irrigation Quality Water, Miscellaneous Service Charges and Wholesale Potable Water User Rate Study and direct the County Manager or his designee to advertise a resolution: 1) amending Schedules One, Two, Three, Four, and Five of Appendix A to Section Four of Collier County Ordinance No. 2001-73, as amended, titled the Collier County Water-Sewer District Uniform Billing, Operating, and Regulatory Standards Ordinance No. 2001-73, as amended, with an effective date of October 1, 2018; and, 2) adjusting the Collier County Water-Sewer District Bulk Services Water rates within the Hammock Bay Service Area, as authorized by the Potable Water Bulk Services Agreement. OBJECTIVE: Update existing potable water, wastewater, irrigation quality water (IQ) user fees and miscellaneous service charges for customers of the Collier County Water-Sewer District (District), as well as the wholesale potable water service charges to the City of Marco Island (Cit y) for wholesale potable water service in the Hammock Bay service area served by the City. CONSIDERATIONS: Monthly water, wastewater and irrigation water user rates from system users within the service boundaries of the District are necessary to recover system-wide operation, maintenance and repair costs; fund capital improvement projects to upgrade, replace and rehabilitate aging system infrastructure; and to make debt service payments as required by bond covenants. Water, Wastewater, and Irrigation Quality Water user rates are included in Schedules One and Two of Appendix A and were last adjusted for a consumer price index (CPI) of 2.9 percent in accordance with the Board approved fiscal 2018 budget policy for enterprise fund operations. Previously, the Board of County Commissioners (Board) approved user fees as part of the User Rate Study on June 10, 2014, Agenda Item 11C. Staff recently engaged Public Resources Management Group, Inc., (PRMG) to perform an updated rate study for all user fees and charges that the District collects to fully recover costs of operating and maintaining the utility system, including debt service and capital program repair and rehabilitation projects and to meet the rate covenants delineated in the Bond Resolution authorizing the debt and to meet County policies and objectives. PRMG’s Executive Summary report is attached for your review, along with their recommendations for water, wastewater and irrigation quality water user rates which are summarized in the following table. Effective Date Water Wastewater IQ Combined October 1, 2018 2.80%2.80%2.80%2.80% October 1, 2019 2.90%2.90%9.00%3.05% October 1, 2020 2.90%2.90%9.00%3.05% For the typical single-family home with a ¾” meter using 5 thousand gallons per month, the proposed rates increase the utility bill by $2.59, or less than 9 cents per day. Of note, the National Association of Clean Water Agencies (NACWA) surveyed 174 utilities serving 104 million people. The NACWA inflation index has outpaced the consumer price index for many years, and forecasts rate adjustments ranging from 3.0% to 4.6% over the next five years. While IQ water rates increase more rapidly in the t wo out years of the rate study, the effective rate for pressurized and distributed IQ water by October 1, 2020 is $1.33 per thousand gallons, still only 40 percent of the first block potable water rate of $3.25 per thousand gallons. As demand for this alt ernative water source continues to increase, a tiered rate structure may be necessary and will be monitored by the 11.I Packet Pg. 454 06/26/2018 District. The proposed monthly base charges to be billed to all privately-owned fire protection systems is in accordance with methodology utilized by the Florida Public Service Commission that is often applied by public utilities in the State of Florida and is based on the size of the service line connecting the private system to the District water system (i.e. readiness to serve). Miscellaneous service charges included in Schedules Three through Five of the Ordinance are billed to customers to recover the actual staff labor, material and county equipment costs incurred for specific services provided by the District at the request of a customer. These charges are customary in the industry. The District’s miscellaneous service charge schedules were last modified on February 8, 2011, pursuant to resolution 2011-30, but most of the charges on the schedules have remained unchanged since 2008. Increases in the costs of parts and labor, as well as decreases in equipment costs, drive the proposed changes in fees. Miscellaneous service charges provide a mechanism for the District to recover direct costs associated with a service that benefits one individual customer rather than the overall customer base. Revenues resulting from these fees serve to reduce the amount that must be recovered from all customers via user rates. Schedule Three - Meter Tapping Charges and Cross Connection Device Charges PRMG recommends adopting the proposed installation fees for Meter Tapping and Cross Connection Control Device Charges based on the District’s current costs associated with this service and a review of similar charges for other Florida utilities. Fees i nclude the actual part costs quoted in the county’s current vendor contracts, FY2018 labor rates, and the Federal Emergency Management Agency (FEMA) Schedule of Equipment Rates. Using FEMA reimbursement rates to estimate direct equipment costs is a common practice among local governments and is consistent with costing of work orders for equipment in the enterprise asset management system currently in use in the Public Utilities Department. The increase in Meter Tapping Charges and Cross Connection Control Charges is primarily due to the rise in the costs of parts as a result of the Reduction of Lead in Drinking Water Act that became effective in January 2014 and general inflation on the cost of performing services since the last increase. Installation and cross connection control device charges are combined on the recommended fee schedules since no meter installs currently are performed without a cross connection control device. These charges are primarily associated with new customer additions and not existing ratepayers. Schedule Four - Equipment, Labor, and Administrative Charges PRMG recommends labor rates be based on the midpoint of the county’s pay and classification plan for FY2018, and hourly equipment rates be adjusted to be consistent with FEMA reimbursement rates. The decrease in equipment rates results primarily from basing equipment fees on FEMA’s Schedule of Equipment Rates rather than contractor equipment rates. In the event of a declared emergency, work orders for repairs using FEMA based equipment rates can be used for reimbursement requests. Schedule Five - Miscellaneous Charges PRMG recommends adjustments so that hourly labor rates are consistent with the county’s FY2018 pay plan, and fees for equipment are consistent with FEMA’s Schedule of Equipment Rates. In addition, Schedule Five includes proposed increases in second, third, and subsequent meter lock/unlocks to encourage customers to pay their water and sewer utility bill on time, thereby reducing the amount of utility resources being utilized to perform meter locks and unlocks rather than value-added operational functions related to providing water meter services. 11.I Packet Pg. 455 06/26/2018 Bulk Potable Water Services The District currently provides bulk potable water services to the Hammock Bay service area through an interlocal agreement with the City of Marco Island dated May 9, 2006. Section 6 of the agreement provides for rates for service to be fair and reasonable and reflect at least the District’s cost of providing such service based on a study prepared by the District. PRMG has determined the cost of service to be $4.15 for FY19, $4.24 for FY20, and $4.39 for FY21. The rate was last adjusted to the current rate of $3.96 per thousand gallons on October 1, 2017 by applying the CPI rate adjustment of 2.9 percent in lieu of a formal rate study as approved in the FY18 budget policy guidelines for enterprise funds. The City currently charges the District $4.13 per thousand gallons for resale to customers in Goodland. FISCAL IMPACT: The fiscal 2019 revenue budget was prepared using these recommended user fee and miscellaneous service charges. Incremental water revenue of $1.7 million, wastewater revenue of $2.0 million and IQ water revenue of $0.1 million will be recorded in the Collier County Wat er-Sewer District Operating Fund (408) as a result of these proposed user rates. Revenue from miscellaneous services represents approximately $2.8 million annually, or less than two percent of the total annual District revenue derived from rates established in Schedules One through Five of Appendix A of the Ordinance. GROWTH MANAGEMENT IMPACT: There is no growth impact for this action. LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority vote for Board approval. - JAK RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water-Sewer District, approves the Water, Wastewater, Irrigation Quality Water and Wholesale Potable Water User Rate Study and directs the County Manager or his designee to advertise a Resolution: 1) amending Schedules One, Two, Three, Four, and Five of Appendix A to Section Four of Collier County Ordinance No. 2001-73, as amended, titled the Collier County Water-Sewer District Uniform Billing, Operating, and Regulatory Standards Ordinance No. 2001-73, as amended, with an effective date of October 1, 2018; and, 2) adjusting the Collier County Water-Sewer District Bulk Services Water rates within the Hammock Bay Service Area, as authorized by the Potable Water Bulk Services Agreement. Prepared by: Joe Bellone, Director, Financial Operations Support Division ATTACHMENT(S) 1. Resolution 2018-XXX- Amend Schedules of Appendix A (PDF) 2. Resolution 2018-XXX- Amend Exhibit D of Bulk Service Agreement (PDF) 3. PRMG Executive Summary and Recommendations (PDF) 11.I Packet Pg. 456 06/26/2018 COLLIER COUNTY Board of County Commissioners Item Number: 11.I Doc ID: 5786 Item Summary: Recommendation to approve the Water, Wastewater, Irrigation Quality Water, Miscellaneous Service Charges and Wholesale Potable Water User Rate Study and direct the County Manager or his designee to advertise a resolution: 1) amending Schedules One, Two, Three, Four, and Five of Appendix A to Section Four of Collier County Ordinance No. 2001-73, as amended, titled the Collier County Water-Sewer District Uniform Billing, Operating, and Regulatory Standards Ordinance No. 2001-73, as amended, with an effective date of October 1, 2018; and, 2) adjusting the Collier County Water-Sewer District Bulk Services Water rates within the Hammock Bay Service Area, as authorized by the Potable Water Bulk Services Agreement. (Joseph Bellone, Financial Operations Support Director, Public Utilities Department) Meeting Date: 06/26/2018 Prepared by: Title: Division Director - Operations Support – Public Utilities Operations Support Name: Joseph Bellone 05/29/2018 11:16 AM Submitted by: Title: Division Director - Operations Support – Public Utilities Operations Support Name: Joseph Bellone 05/29/2018 11:16 AM Approved By: Review: Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 05/29/2018 11:34 AM Public Utilities Department Sarah Hamilton Level 1 Division Reviewer Completed 05/29/2018 12:59 PM Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 05/31/2018 12:21 PM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 05/31/2018 1:28 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/31/2018 2:37 PM Budget and Management Office Ed Finn Additional Reviewer Completed 06/01/2018 3:49 PM County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 06/18/2018 9:30 AM Board of County Commissioners MaryJo Brock Meeting Pending 06/26/2018 9:00 AM 11.I Packet Pg. 457 11.I.1 Packet Pg. 458 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 459 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 460 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 461 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 462 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 463 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 464 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 465 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 466 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.1 Packet Pg. 467 Attachment: Resolution 2018-XXX- Amend Schedules of Appendix A (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.2 Packet Pg. 468 Attachment: Resolution 2018-XXX- Amend Exhibit D of Bulk Service Agreement (5786 : Approve the Water, Wastewater, and Wholesale Potable 11.I.2 Packet Pg. 469 Attachment: Resolution 2018-XXX- Amend Exhibit D of Bulk Service Agreement (5786 : Approve the Water, Wastewater, and Wholesale Potable 11.I.2 Packet Pg. 470 Attachment: Resolution 2018-XXX- Amend Exhibit D of Bulk Service Agreement (5786 : Approve the Water, Wastewater, and Wholesale Potable EEXXEECCUUTTIIVVEE SSUUMMMMAARRYY AANNDD RREECCOOMMMMEENNDDAATTIIOONNSS 11.I.3 Packet Pg. 471 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-1 COLLIER COUNTY WATER-SEWER DISTRICT WATER, WASTEWATER, IRRIGATION QUALITY WATER, AND WHOLESALE POTABLE WATER USER RATE AND FEE STUDY EXECUTIVE SUMMARY AND RECOMMENDATIONS EXECUTIVE SUMMARY The Collier County (the "County") Water-Sewer District (the "District") water, wastewater, and irrigation quality ("IQ") water system (the "System") provides an essential service on a continual basis. The utility operates in a highly-regulated environment. Regulatory agencies for the District include the Florida Department of Environmental Protection ("FDEP"), the South Florida Water Management District ("SFWMD"), and the Florida Department of Health. Permits issued to the utility by these regulatory agencies require ongoing satisfactory performance. The District System is established as a utility enterprise fund. According to the Governmental Accounting Standards Board, "Enterprise Funds should be used to account for operations that are financed and operated in a manner similar to private business enterprises – where the intent of the governing body is that costs of providing services to the general public on a continuing basis be financed or recovered primarily through user charges." General accounting policies and prudent utility management recommend that the System have revenues (financial resources) at least equal to the costs of providing services by the System. Additionally, pursuant to the Collier County Water-Sewer District Special Act (formally known as House Bill 849) (the "Act"), which re-created and reenacted the District charter, the District shall set rates, fees, and charges so as to provide moneys which, with other funds available for such purposes, shall: i) be sufficient at all times to pay the expenses of operating and maintaining the system, including reserves for such purposes; ii) the principal of and interest on revenue bonds as shall become due and reserves therefore, and to provide a margin of safety over and above the total amount of such payments; and iii) to comply fully with any covenants contained in the resolution authorizing the issuance of any bonds or other obligations of the District. As such, the County should establish rates sufficient to meet the cost of operating, maintaining, and repairing the system, finance the ongoing capital improvements of the System, and provide adequate reserves, in order to continue to provide a safe and reliable service to the County's water, wastewater, and IQ water customers. The District is currently rated "AAA" (the highest credit rating) with a stable outlook by Fitch Ratings (Fitch). This rating and outlook was reflected in the Fitch credit report dated April 12, 2016 and was most recently affirmed in the most recent March 23, 2018 credit report. In the most recent 2018 Fitch credit report, Fitch indicated the following key drivers behind the utility's AAA rating: Strong Financial Metrics. Financial results continued to yield strong debt service coverage levels, robust liquidity, and sound operating margins. Manageable Debt Burden. System debt levels declined through audited fiscal 2016 but increased in 2018 due to the debt funded acquisition of the Golden Gate Utility; however, 11.I.3 Packet Pg. 472 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-2 the rapidly amortized existing debt helped to maintain a manageable debt burden following absorption of the debt associated with the Golden Gate Utility acquisition. The District's plans to internally fund the majority of its five-year capital plan should help to preserve a favorable debt profile. Sustainable Capacity. Water supply and wastewater treatment capacity are abundant, providing significant flexibility to meet longer-term demand. It is noted that growth in currently undeveloped areas could require additional leveraging for capital investment in the next five to ten years. The District should be able to absorb gradual debt issuance for expansion during that time frame given its existing debt burden and the lack of near-term debt issuance plans for ongoing repair and replacement projects, and associated connection revenues expected to be generated, which will be available to fund expansion-related capital projects. Excellent Financial Performance. The system's strong financial profile is evidenced by robust debt service coverage and liquidity. Although cash balances are predicted to decline gradually over the next five years with additional cash-funded capital expenditures, it is expected that the District will retain liquidity levels in line with the current high rating. The Fitch report also mentions that the District's water and wastewater charges are considered affordable but are close to the median household income affordability threshold, which implies some diminished rate flexibility. With the proposed rate adjustments, the District's user rates are anticipated to remain competitive with the rates of neighboring utility systems throughout the Forecast Period. The Fitch report also stated that it did not expect the results of the rate study (presented in this report) to lead to increases that might apply significant escalation in customer cost. In the preparation of the current rate Study, the utility administration and PRMG determined that certain guidelines should be followed while evaluating the sufficiency of the user rates and developing proposed rates. These guidelines included: 1. The user rates should be sufficient to recover the full costs of providing service. The cost of service includes System operating costs and debt service along with the accrual of funds for working capital and for pay-as-you-go capital financing that is anticipated in future years. 2. The user rates should maintain the overall financial creditworthiness of the System. This guideline entails the following: a. Maintenance of adequate operating reserves consistent with the County's reserve policies. b. Compliance with the minimum rate covenants outlined in the Bond Resolution that authorized the issuance of the outstanding senior lien bonds and subordinate lien note. c. Maintenance of strong financial position consistent with performance criteria used by rating agencies and the utility industry. 11.I.3 Packet Pg. 473 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-3 The District's utility system was rated "AAA" by Fitch Ratings (highest credit rating) in 2014, which was subsequently reaffirmed in 2016 with a stable outlook. 3. The proposed rates should promote the conservation of potable water and the utilization of IQ water as an alternative water resource. 4. The proposed rates should be fair and reasonable among customer classes. 5. The proposed rates should be consistent when they are based on the same rate parameter (e.g., meter size). 6. The proposed user rates should be competitive with those of neighboring or similar utility systems. 7. The proposed miscellaneous service charges should be based on the District's direct costs (e.g., labor, vehicles / equipment, and parts / supplies) of providing such services. Although the financial forecast presented in this report was for a six-fiscal year period ending 2023, we are recommending rate adjustments for the next three fiscal years (i.e., Fiscal Years 2019 to 2021); the remainder of the forecast was to provide an indication of anticipated trends in revenues and expenditures for future financial and strategic planning purposes. Based on the assumptions relied upon in the development of the System expenditure requirements and discussions with County staff, PRMG is recommending the County consider the following user rate revenue adjustments for the System over the next three years: Summary of Proposed Water, Wastewater, and IQ Water Revenue Adjustments Effective Date Water System Wastewater System IQ Water System Combined System October 1, 2018 2.80% 2.80% 2.80% 2.80% October 1, 2019 2.90% 2.90% 9.00% 3.05% October 1, 2020 2.90% 2.90% 9.00% 3.05% As can be seen above, the estimated recommended rate adjustments for the Fiscal Years 2019 through 2020 approximate 3% annually. It should be noted that the rates for utility service in both Florida and nationally are anticipated to increase over time based on our conversations with several other utilities in Florida and information published on a national perspective regarding the needs for future rate adjustments. The table below provides a national indication of the recent trends in rate adjustments (referred to as the NACWA Index, which is based on a composite of 174 utilities serving 104 million people) as compared to the consumer price index, all as published by the National Association of Clean Water Agencies ("NACWA"). As can be seen below, NACWA reports that the adjustments to rates has most recently outpaced inflation for many years and a forecast in rate adjustments ranging from 3.0% to 4.6% over the next five years is anticipated. The projected increases for the District utility system over the next three fiscal years as shown above is below the projected increases as identified by NACWA and tends to illustrate the overall reasonableness in the rate adjustments being proposed for the District's system. 11.I.3 Packet Pg. 474 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-4 Prior to the start of Fiscal Year 2022, the County will review the need for adjustments beyond Fiscal Year 2021 as reflected in this Study to ascertain if such adjustments remain reasonable or if additional change is warranted. The primary reasons for the identified revenue adjustments are to: 1. Provide sufficient revenues and cash flow to fund the six-year capital improvement program ("CIP") of the District. The projects in the CIP are considered by the utility staff to be necessary to: i) maintain and provide redundancy to the System facilities to accommodate growth within the County and promote the adequacy of service; and ii) provide long-term reliable and sustainable utility service to System customers. The need for capital re-investment and having an ongoing sustainable funding program for such reinvestment is a critical issue facing most utilities today, including the District. The District as identified that portions of its utility asset base is reaching its intended useful live and will need replacement and rehabilitation. The multi-year capital program developed by the District and its consulting engineers as part of the master planning process has been structured to mitigate and manage the System utility service and environmental risks. Since the CIP is considered by the utility staff to primarily consist of projects representing ongoing renewals and replacements of assets that are reaching the end of their service lives or operational effectiveness and which generally benefit existing customers of the System, these projects are recognized in the financial forecast as being funded as a first priority through annual deposits from System revenues to the District's capital-related funds (i.e., pay-as-you-go funding). This approach provides the District with increased flexibility in the funding of the capital program and promotes long-term rate sustainability 2. Continue to fund the costs of operations and maintenance of the System. The costs of operations are projected to continue to increase during the Forecast Period due to, among other things, the following: a. Inflationary effects on the costs of electricity, chemicals, fuel and other major expenditures for the utility; 11.I.3 Packet Pg. 475 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-5 b. Increased labor costs, including incremental increases in staffing as a result of System growth, utility acquisition to promote regionalized facilities, and the implementation of the capital program identified by the District; c. Increased costs due to regulatory requirements from the FDEP and SFWMD; and d. Economic recovery has increased bid prices on contractual services and the cost of infrastructure construction (e.g., more competition for limited resources). The Congressional Budget Office has projected the national consumer price index ("CPI") to increase slightly over 2% per year during the Forecast Period. 3. Continue to fund the District's payment-in-lieu-of-taxes ("PILT") to the General Fund. The County's projected transfer beginning in Fiscal Year 2019 is equivalent to 5.75% of previous year gross receipts. 4. The need to continue funding capital reinvestment for asset renewals, replacements, upgrades and betterments to fund assets that are scheduled to reach their service life and as a result of growth that may cause early asset retirements (such as a road widening) 5. Maintain compliance with System rate covenants, which include debt service coverage margins and the maintenance of certain funds and accounts. 6. Maintain adequate operating reserves and margins consistent with County policies to ensure the continued creditworthiness of the System and to provide funds for emergencies (e.g., hurricane preparedness) and other purposes. The existing and proposed monthly water, wastewater, and IQ water user rates are shown in Tables ES-1, ES-2, and ES-3, respectively, at the end of this section and reflect certain rate structure adjustments. These adjustments include: 1. For the potable water, wastewater, and IQ water rates, adjustments of the base charges by meter size to be consistent with the meter equivalent factors for water and wastewater impact fee determination as adopted by Ordinance No. 2017-13 (the "Impact Fee Ordinance"). With respect to the wastewater system, the base charge adjustments are proposed to be phased over a three-fiscal year period beginning in Fiscal Year 2019 to limit rate impacts to large non-residential customers yet move towards rate consistency among all utilities. 2. For the potable water rates, adjustments to the six (6) pricing blocks or tiers by meter size to be consistent with the meter equivalent factors as adopted pursuant to the Impact Fee Ordinance. 3. For the IQ water rates, maintenance of the IQ water usage rates on a uniform basis to promote the beneficial use of reclaimed water and reduce future demands on the need to construct water capacity. However, as demands for this alternative water resource continue to increase, the implementation of a tiered water rate structure may be necessary and this should be monitored annually by the District. 11.I.3 Packet Pg. 476 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-6 In addition to providing potable water service to the District's retail customers, the District also provides wholesale potable water service to the City pursuant to a wholesale agreement approved between the parties to provide potable water service to an area within the City's water service district identified as Hammock Bay. Based on the allocation of costs to provide wholesale service, it was determined that the wholesale water rates should be adjusted as follows: Recommended Wholesale Water Rates Effective Date Rate per 1,000 Gallons Existing $3.96 October 1, 2018 4.15 October 1, 2019 4.24 October 1, 2020 4.39 PRMG also reviewed the District's miscellaneous service charges. The proposed miscellaneous charges are shown in Table ES-4 at the end of this section and are primarily based on the District's estimated direct costs (e.g., labor, vehicles / equipment and parts / supplies) of providing such services. They do not include supervisory, administrative, departmental overhead, or contingency allowances, which are sometimes included in such charges. The increases in certain fees such as meter and cross connection device installation charges can be attributed to: 1. General inflation on the cost of materials and supplies attributable to providing the service. 2. Increases in the cost of personnel services, including the recognition of increased insurance costs. 3. Increases in equipment and vehicle asset costs and overall utilization expenses (e.g., fuel) associated with the performance of the installations at the customer premise. Table ES-4 also indicates the proposed monthly base charges to be billed to all privately-owned fire protection systems and equipment connected to the District water system in accordance with the size of the service line connecting the private system to the District's System. The derivation of these charges as discussed in this report is based on the methodology utilized by the Florida Public Service Commission (the "FPSC") in the regulation of private utilities that is often applied by public utilities in the State of Florida. Table ES-5 at the end of this section provides a financial overview of forecasted System operations. This table indicates the following for all projected fiscal years: 1. In support of the fiscal position of the System, maintenance of an overall ("All-in") annual debt service coverage (net revenues divided by the annual debt service requirement [senior lien]) of at least 150%. As discussed herein and based on discussions with the County's Financial Advisor as well as information published by bond rating agencies, a financial benchmark for the debt service coverage ratio of 150% is recognized. According to the Utility Revenue Bond Rating Guidelines published by Fitch Ratings (a rating agency, which evaluates creditworthiness): 11.I.3 Packet Pg. 477 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-7 "For utilities in the most stable operating environments with a suitably diverse and healthy service area economy, 1.5x annual coverage, with consistently maintained unrestricted financial liquidity of at least 90 days of operating revenues, could be sufficient for 'AA-' or higher ratings. For utilities with substantial growth, compliance demands, or significant annual volatility in revenues or expenditures, greater financial flexibility may be necessary." As mentioned previously, the District's utility system is currently rated AAA (the highest credit rating awarded by Fitch Ratings) with a stable outlook. 2. Maintenance of adequate operating reserves consistent with levels recognized in the Board- approved reserve policies to promote a strong fiscal position for the System to allow access at lowest costs to credit markets and to limit financial risk due to emergency or unknown conditions that could affect the System. 3. Full utilization of internal funding sources (e.g., operating reserves, capacity charge collections) as the first or primary source of capital before use of external debt financing to fund the System capital improvement program. Based on the assumptions relied upon in the preparation of the financial forecast, the utility is anticipated to remain in a good financial position throughout the Forecast Period identified in this report. FINDINGS, CONCLUSIONS, AND RECOMMENDATIONS Based on our studies, assumptions, considerations, and analyses, PRMG offers the following observations and opinions for consideration by the Board of County Commissioners: 1. The District's existing monthly user rates for water, wastewater, and IQ water service are not anticipated to recover the District's projected potable water, wastewater, and IQ water revenue requirements for the fiscal years ending September 30, 2019 through 2023. 2. The County should consider adopting the Fiscal Years 2019 through 2021 water, wastewater, and IQ water system user rates as outlined in this report. These adjustments are anticipated to generate the following increases in revenue: Estimated Increase in System Revenue Effective Date Water System Wastewater System IQ Water System Combined System October 1, 2018 2.80% 2.80% 2.80% 2.80% October 1, 2019 2.90% 2.90% 9.00% 3.05% October 1, 2020 2.90% 2.90% 9.00% 3.05% 3. The County should consider adopting a price indexing rate adjustment clause in the future (i.e., as a component of the utility rate ordinance) to enable the District to automatically adjust monthly rates for retail and wholesale water, wastewater, and IQ water service (the "Applicable Rates")—without a formal rate hearing or analysis—for inflationary effects on the costs of operations and the funding of capital reinvestment. The purpose of the index is 11.I.3 Packet Pg. 478 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-8 to allow for marginal increases in rates to provide a basis to maintain operating margins and to accrue funds for capital financing activities (i.e., debt repayment and ongoing renewals and replacements funded from operations) and to maintain adequate reserves to assist in reducing long-term financial risks. If an index provision was adopted, PRMG recommends adjusting the Applicable Rates based on the Miami-Fort Lauderdale Consumer Price Index (all urban consumers) as reported by the Bureau of Labor Statistics based on the change when comparing the factor for the average twelve-month index factor ending February of the current Fiscal Year (12-month average) compared to the average twelve-month index factor ending February for the immediately preceding Fiscal Year (12-month average). In no event shall the CPI be greater than 3.0% nor less than 0.00% to provide a cap on the index to allow the opportunity for the Board of County Commissioners to review rates to the extent larger adjustments may be warranted (promoting the regulatory process). Although the District performs rate studies on a regular basis, having a price indexing rate adjustment clause to allow for future rate adjustments in those years that a formal adopted rate plan has not been adopted by the County may benefit the District when its senior lien revenue bonds (new or already-issued) are reviewed by bond rating agencies. The first annual indexing adjustment is recommended to be implemented on October 1, 2021 unless superseded by another rate Study recommendation. It is also recommended that the index factor would be applied once per year to the Applicable Rates. The employment of a price indexing rate adjustment mechanism is common among public utilities in the State of Florida and is recognized in private utility rate regulation by the Florida Public Service Commission. 4. The proposed water and wastewater user rates for Fiscal Year 2019 are comparable with the rates charged by "neighboring" utility systems. The following table contains bill comparisons of the existing and proposed rates for combined water and wastewater service at various monthly usage levels: Single-Family Residential Bill Comparison – Combined Water and Wastewater Monthly User Rates Residential Service for a 3/4" Meter 0 Gallons 2,000 Gallons 5,000 Gallons [1] 7,000 Gallons 10,000 Gallons 20,000 Gallons 50,000 Gallons COMBINED USER RATES Existing Rates $55.11 $70.47 $93.51 $111.91 $139.51 $222.86 $477.06 Proposed Rates – Fiscal Year 2019 56.65 72.43 96.10 115.02 143.40 229.10 490.40 Increase Over Existing Rates: Amount $1.54 $1.96 $2.59 $3.11 $3.89 $6.24 $13.34 Percent 2.80% 2.8% 2.80% 2.80% 2.80% 2.80% 2.80% Utility Survey: Survey Average [2] $39.75 $58.50 $87.56 $108.05 $138.29 $237.42 $609.68 Minimum 24.24 39.01 55.00 65.66 84.28 113.98 237.65 Maximum 63.81 85.84 123.69 162.90 232.59 503.19 1,475.79 __________ [1] This monthly consumption level represents the average monthly usage of 3/4-inch single-family residential customer in System. [2] Based on a survey of seventeen (17) neighboring utilities; represents rates in effect as of March 2018; the proposed District rates are for Fiscal Year 2019 and many of the utilities surveyed anticipate adjusting rates during Fiscal Year 2019. 11.I.3 Packet Pg. 479 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-9 At an average monthly usage level of 5,000 gallons, the typical usage of a single-family residential customer of the System, bills for combined water and wastewater service under the proposed rates are slightly higher than the average bill charged by seventeen (17) surveyed utilities for similar service. It should be noted that most of the seventeen (17) surveyed utilities: i) are involved in a rate study; ii) are planning to conduct a rate study; or iii) plan to implement a rate revision within the next twelve months. This comparison is shown in Figure ES-1 at the end of this section. As shown in Figure ES-1, the increase in the monthly bill for a typical water and wastewater residential user of 5,000 gallons under the proposed rates would be $2.59, which would be less than ten cents per day. It should be noted that, when making bill comparisons for water and wastewater service, several factors may affect the levels of rates charged. These factors may include: Level of treatment required before the distribution of water to the ultimate customer; Level of treatment and effluent disposal methods of sanitary sewer service; Plant capacity utilization, utility plant age and remaining service life, and assistance in construction by federal grants, impact fees, contributed capital, etc.; Customer use demographic, size of the utility system, and per customer demand requirements (e.g., water use by customer); Rate covenants adopted in the support of bonds and overall funding requirements of the rates; Fiscal policies and targets, including long-term capital re-investment rates for ongoing utility plant replacement, recognized by the provider of utility service. For the utilities included in the rate comparisons contained in this report, no analysis has been made of the above-mentioned factors, as they related to the reported water and sanitary sewer rates currently being charged. 5. The proposed IQ water user rates for Fiscal Year 2019 are comparable with the rates charged by "neighboring" utility systems. At an average monthly usage level of 15,000 gallons, the typical usage of a 3/4-inch meter pressurized and distributed customer of the System (IQ water delivered to the residential property), bills for IQ water service under the proposed rates are slightly higher than the average bill charged by eight surveyed utilities for similar service. This comparison is shown in Figure ES-2 at the end of this section. As shown in Figure ES-2, the increase in the monthly bill for a residential pressurized and distributed user of 15,000 gallons under the proposed IQ water rates effective in Fiscal Year 2019 would be $0.50. 6. The District should consider increasing the wholesale water service rate to $4.15 per 1,000 gallons effective October 1, 2018 and $4.24 per 1,000 gallons effective October 1, 2019 and $4.39 per 1,000 gallons effective October 1, 2020. The proposed wholesale water rates are approximately 57% to 59% of the overall average water system costs per 1,000 gallons. 11.I.3 Packet Pg. 480 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-10 7. The District should consider adopting the proposed miscellaneous service charges to continue to recover the estimated direct costs of providing the respective services. The proposed miscellaneous service charges are comparable to charges for similar services by other utilities in the State of Florida. It is important to note that, whereas the proposed charges are based on current costs, many of the other utilities may not have adjusted their miscellaneous charges for several years. 8. The District should consider adopting the following monthly base charges to all privately- owned fire protection systems connected to the District's water system, which was based on the application of the FPSC rulemaking provisions as contained in the Florida Administrative Code, Section 25-30.465 and the estimated allocated costs included in the monthly base charge designated as being the readiness-to-serve component: Proposed Monthly Fire Protection Fees by Service Line Size Fiscal Year 2019 Fiscal Year 2020 Fiscal Year 2021 Base Charge (per Service Line Size) 1½-inch $5.33 $5.50 $5.65 2-inch 8.53 8.81 9.05 3-inch 23.99 24.78 25.47 4-inch 53.31 55.06 56.58 6-inch 106.64 110.14 113.18 8-inch 186.62 192.75 198.07 10-inch 338.25 349.35 358.99 12-inch 501.55 518.01 532.30 9. The actual results achieved during the Forecast Period reflected in this report may vary from those projected, and such variations may be material. For example: a. Actual customer growth and usage may be higher or lower than projected. b. The District's capital needs may be higher or lower than those projected and assumed in this report. c. The rate of inflation and other constraints placed on the utility (increasing difficulty to obtain contractual resources) may be higher than anticipated that may result in declining operating margins. d. Unforeseen events such as the occurrence of major storms that may disrupt service and revenue collectability. e. The cost of goods and services (e.g., fuel and oil-based products) may be higher than projected, which may directly affect the operating margins of the utility and the long- term ability to fund capital improvements. PRMG recommends that the District reevaluate the sufficiency of its water, wastewater and IQ water user rates on at least an annual basis to reconcile actual results with those 11.I.3 Packet Pg. 481 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User K:\DC\1125-47\Rpt\Draft 2\CCWSD User Rate Study Rpt Final.docx ES-11 projected herein and to validate the overall financial forecast for ongoing strategic planning purposes. 10. The proposed rates, when implemented as assumed in this report, are anticipated to be sufficient to meet the rate covenants of the Bond Resolution and subordinate lien note agreement. The ability of the System to meet the debt service requirements and comply with the rate covenants of the Bond Resolution, which authorized the issuance of the outstanding System debt is subject to assumptions and considerations identified in this report and information obtained during preparation of the report regarding the System. As such, this report should be read in its entirety relative to such assumptions and considerations and the projections contained herein. (Remainder of page intentionally left blank) 11.I.3 Packet Pg. 482 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-1 Collier County Water-Sewer District Fiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee Study Water System Summary of Existing and Proposed Monthly Water User Rates Existing Monthly Rates Proposed Monthly Rates [1] Effective Effective Effective Effective 10/1/2017 10/1/2018 10/1/2019 10/1/2020 WATER SERVICE BASE CHARGES (Residential, Multifamily, Commercial, and Irrigation Only) Meter Size: 5/8" $21.80 $22.41 $23.06 $23.73 3/4" 21.80 22.41 23.06 23.73 1" 48.13 35.27 36.34 37.38 1-1/4" 60.95 45.44 46.85 48.18 1-1/2" 91.76 67.13 69.25 71.20 2" 144.04 105.52 108.90 111.94 3" 266.26 291.14 300.61 308.94 4" 440.78 642.98 664.00 682.36 6" 877.07 1,282.95 1,324.96 1,361.56 8" 1,400.60 2,242.70 2,316.22 2,380.17 10" 2,534.90 4,062.20 4,195.43 4,311.23 12" 3,423.75 6,021.83 6,219.37 6,391.01 VOLUMETRIC CHARGE PER 1,000 GALLONS [2] (Residential, Multifamily, Commercial, and Irrigation Only) Block 1 $2.99 $3.07 $3.16 $3.25 Block 2 4.51 4.64 4.77 4.91 Block 3 5.99 6.16 6.34 6.52 Block 4 7.48 7.69 7.91 8.14 Block 5 8.97 9.22 9.49 9.77 Block 6 11.96 12.29 12.65 13.02 Wholesale Water Rate Per 1,000 Gallons $3.85 $4.15 $4.24 $4.39 (All Usage) [1] Proposed rates to become effective with the first full billing cycle for service rendered on or after October 1st of each fiscal year indicated. [2] All water is billed based on water consumption per block based on the size of meter in service. The existing and proposed consumption blocks are as follows: EXISTING BLOCK RATE STRUCTURE (Residential, Multifamily, Commercial, and Irrigation-only) Consumption Block (Thousands of Gallons) Meter Size Block 1 Block 2 Block 3 Block 4 Block 5 Block 6 5/8" 0 to 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 3/4" 0 to 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 1" 0 to 12 13 to 25 26 to 50 51 to 75 76 to 120 Over 120 1-1/4" 0 to 20 21 to 40 41 to 80 81 to 120 121 to 200 Over 200 1-1/2" 0 to 25 26 to 50 51 to 100 101 to 150 151 to 250 Over 250 2" 0 to 40 41 to 80 81 to 160 161 to 240 241 to 400 Over 400 3" 0 to 80 81 to 160 161 to 320 321 to 480 481 to 800 Over 800 4" 0 to 120 121 to 250 251 to 500 501 to 800 801 to 1,200 Over 1,200 6" 0 to 250 251 to 500 501 to 1,000 1,001 to 1,500 1,501 to 2,500 Over 2,500 8" 0 to 450 451 to 900 901 to 1,800 1,801 to 2,700 2,701 to 4,500 Over 4,500 10" 0 to 700 701 to 1,450 1,451 to 2,900 2,901 to 4,300 4,301 to 7,000 Over 7,000 12" 0 to 1,075 1,076 to 2,150 2,151 to 4,300 4,301 to 6,450 6,451 to 11,000 Over 11,000 PROPOSED BLOCK RATE STRUCTURE (Residential, Multifamily, Commercial, and Irrigation-only) Consumption Block (Thousands of Gallons) Meter Size Block 1 Block 2 Block 3 Block 4 Block 5 Block 6 5/8" 0 to 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 3/4" 0 to 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 1" 0 to 8 9 to 16 17 to 32 33 to 48 49 to 80 Over 80 1-1/4" 0 to 11 12 to 22 23 to 44 45 to 66 67 to 110 Over 110 1-1/2" 0 to 17 18 to 34 35 to 68 69 to 102 103 to 170 Over 170 2" 0 to 27 28 to 54 55 to 108 109 to 162 163 to 270 Over 270 3" 0 to 75 76 to 150 151 to 300 301 to 450 451 to 750 Over 750 4" 0 to 167 168 to 334 335 to 668 669 to 1,002 1,003 to 1,670 Over 1,670 6" 0 to 333 334 to 666 666 to 1,332 1,333 to 1,998 1,999 to 3,330 Over 3,330 8" 0 to 583 584 to 1,166 1,167 to 2,332 2,333 to 3,498 3,499 to 5,830 Over 5,830 10" 0 to 1,057 1,058 to 2,114 2,115 to 4,228 4,229 to 6,342 6,343 to 10,570 Over 10,570 12" 0 to 1,568 1,569 to 3,136 3,137 to 6,272 6,273 to 9,408 9,409 to 15,680 Over 15,680 ES-12 11.I.3 Packet Pg. 483 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-2Collier County Water-Sewer DistrictFiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee StudyWastewater SystemSummary of Existing and Proposed Monthly Wastewater User RatesExistingMonthly Rates Proposed Monthly Rates [1]Effective Effective Effective Effective10/1/2017 10/1/2018 10/1/2019 10/1/2020WASTEWATER SERVICE BASE CHARGES(Residential, Multifamily, and Commercial)Meter Size:5/8" $33.31 $34.24 $35.23 $36.253/4" 33.31 34.24 35.23 36.251" 75.74 72.09 65.30 58.291-1/4" 97.10 94.11 85.14 75.721-1/2" 146.55 140.96 127.37 112.892" 231.57 223.80 202.24 178.673" 429.82 489.37 494.03 496.744" 712.76 865.09 981.00 1,099.656" 1,420.43 1,726.96 1,958.77 2,196.278" 2,269.92 2,864.34 3,344.79 3,840.8710" 4,069.67 5,189.05 6,059.89 6,958.7112" 6,031.93 7,692.78 8,984.24 10,316.66VOLUMETRIC RATE PER 1,000 GALLONS(Residential, Multifamily, and Commercial)All Usage [2] $4.69 $4.82 $4.96 $5.10[1] Proposed rates to become effective with service rendered on and after October 1st of each fiscal year indicated. [2] Monthly individually metered residential usage charges are capped at 15,000 gallons.ES-1311.I.3 Packet Pg. 484 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User ExistingMonthly Rates Proposed Monthly Rates [1]Effective Effective Effective Effective10/1/2017 10/1/2018 10/1/2019 10/1/2020SERVICE BASE CHARGESMeter Size:5/8" $7.30 $7.50 $8.18 $8.923/4" 7.30 7.50 8.18 8.921" 15.94 12.53 13.66 14.901-1/2" 33.35 24.98 27.24 29.702" 66.58 39.98 43.60 47.543" 131.79 112.50 122.70 133.804" 263.59 249.98 272.64 297.306" 500.98 500.03 545.36 594.708" 909.34 875.03 954.36 1,040.7010" 1,455.22 1,585.95 1,729.74 1,886.2212" 2,167.61 2,351.63 2,564.84 2,796.87VOLUMETRIC CHARGE PER 1,000 GALLONSCustomer Type:Bulk $0.43 $0.44 $0.48 $0.52Pressurized 0.56 0.58 0.63 0.69Pressurized and Distributed 1.09 1.12 1.22 1.33[1] Proposed rates to become effective with service rendered on and after October 1st of each fiscal year indicated. Table ES-3Collier County Water-Sewer DistrictFiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee StudySummary of Existing and Proposed Monthly IQ Water User RatesIQ Water SystemES-1411.I.3 Packet Pg. 485 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-4 Collier County Water-Sewer District Fiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee Study Summary of Existing and Proposed Miscellaneous Service Charges Line No. Description Existing Proposed Meter and Cross-Connection Control Device Installation Charges: With Service Line Installation 1 3/4" Meter N/A $1,042.00 2 1" Meter N/A 1,202.00 3 1-1/2" Meter N/A 1,860.00 4 2" Meter N/A 2,273.00 Without Service Line Installation (Drop-In or Hang) 5 3/4" Meter N/A $563.00 6 1" Meter N/A 693.00 7 1-1/2" Meter N/A 1,132.00 8 2" Meter N/A 1,462.00 Meter Installation Charges: With Service Line Installation 9 3/4" Meter $779.00 Actual time and material cost 10 1" Meter 827.00 Actual time and material cost 11 1-1/2" Meter 940.00 Actual time and material cost 12 2" Meter 1,213.00 Actual time and material cost Without Service Line Installation (Drop-In or Hang) 13 3/4" Meter $257.00 Actual time and material cost 14 1" Meter 270.00 Actual time and material cost 15 1-1/2" Meter 347.00 Actual time and material cost 16 2" Meter 410.00 Actual time and material cost Cross-Connection Control Device Charge - Meter Already Installed: (formerly known as Backflow Device) 17 3/4" Meter $247.00 Actual time and material cost 18 1" Meter 270.00 Actual time and material cost 19 1-1/2" Meter 375.00 Actual time and material cost 20 2" Meter 433.00 Actual time and material cost Equipment (Per Hour Rates): 21 Rehab and Electrician's Truck - (1-3/4 Ton)$77.00 $24.00 22 Crew Truck - (1-1/2 Ton)51.00 23.00 23 Vactor Truck 207.00 85.00 24 Camera Truck 155.00 55.00 25 Boom Truck 103.00 41.00 26 20 Yard Large Dump Truck 72.00 68.00 27 10 Yard Small Dump Truck 41.00 49.00 28 Pumper Truck 207.00 85.00 29 Track Hoe (Big or Small) 51.00 18.00 30 Back Hoe 67.00 39.00 31 Portable Generators 62.00 35.00 32 Portable By-Pass Pump (Small) N/A 19.00 ES-15 11.I.3 Packet Pg. 486 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-4 Collier County Water-Sewer District Fiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee Study Summary of Existing and Proposed Miscellaneous Service Charges Line No. Description Existing Proposed Equipment (Per Hour Rates): (cont.) 33 Portable By-Pass Pump (Large)N/A $34.00 34 Dewatering System $41.00 15.00 35 4" Trash Pump 10.00 9.00 36 Mud Hog 15.00 7.00 37 Trailer 46.00 15.00 38 Signs, Barricades and/or Traffic Board 103.00 Actual Cost 39 Road Saw 15.00 8.00 40 Compactor N/A 26.00 41 Miscellaneous Small Equipment 5.00 N/A 42 Soft Dig Truck 100.00 74.00 43 Portable Lights 25.00 Actual Cost 44 Bucket Truck 125.00 18.00 45 Pickup Truck - (1/2 Ton)40.00 13.00 Labor (Per Hour Rates): 46 Utility Technician $27.00 $32.00 47 Field Supervisor 34.00 40.00 48 Crew Leader 29.00 35.00 49 Senior Crew Leader 30.00 36.00 50 Maintenance Specialist 28.00 34.00 51 Maintenance Worker N/A 27.00 52 Safety Coordinator 38.00 47.00 53 SCADA Operator 30.00 40.00 54 GIS Technician 32.00 39.00 55 Odor Control Specialist 32.00 36.00 56 Operations Coordinator 30.00 37.00 57 Parts Clerk 26.00 34.00 58 Equipment Operator 26.00 31.00 59 Laboratory Technician N/A 35.00 60 Industrial Pretreatment Inspector N/A 38.00 61 Chemist N/A 42.00 62 Principal Environmental Specialist N/A 51.00 Miscellaneous Charges: 63 Administration (Per Incident) 15% or $300; whichever is smaller 5% or $100; whichever is smaller 64 Parts Actual Invoice Cost Actual Invoice Cost 65 Sub-contractors Actual Invoice Cost Actual Invoice Cost 66 Right of Way Permits Actual Cost Actual Cost 67 Laboratory Tests (Per Test) $25.00 $25.00 68 New Accounts - Change of Ownership $28.00 $22.00 69 Service Turn On or Turn Off at Owner's Request $50.00 $37.00 ES-16 11.I.3 Packet Pg. 487 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-4 Collier County Water-Sewer District Fiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee Study Summary of Existing and Proposed Miscellaneous Service Charges Line No. Description Existing Proposed 70 Meter Re-Read (if different - charge is $0) $50.00 $33.00 71 Meter Data Log Analysis $50.00 $41.00 Meter Test: 72 Utility Meter Testing Facility $140.00 $176.00 (more than 3% error - charge is $0) 73 Independent Meter Testing Facility $250.00 $241.00 (more than 3% error - charge is $0) Miscellaneous Charges: (cont.) 74 Meter Lock and Unlock, 1st Event During Calendar Year $55.00 $55.00 75 Meter Lock and Unlock, 2nd Event During Calendar Year and Subsequent Events $55.00 $83.00 76 Meter Lock and Unlock, 3rd and Subsequent Events During Calendar Year $55.00 $110.00 77 Meter Unlock After Normal Business Hours $100.00 $68.00 78 Meter Pull $110.00 $119.00 79 Meter Removal Actual time and material cost Actual time and material cost 80 Discontinuance of Service - Meter Removal Actual time and material cost Actual time and material cost 81 Illegal Connection, Unlawful Connection, and Tampering Actual time and material cost, plus consumption*, plus a $300 fine Actual time and material cost, plus consumption*, plus other applicable fees as provided for in Section 2-2044(b) of the Collier County Code of Laws and Ordinances 82 Convenience Fee - Credit Card $0.00 $0.00 83 Temporary Meter Account Deposit $1,000.00 $1,000.00 84 Duplicate Bill Processing Fee $2.00 $1.00 85 Non-Sufficient Funds (NSF) Processing Charge per Actual Bank Charge assessed plus Admin fee of 5% of the amount or $100, whichever is smaller per Florida Statute 832.07: $0 to $50 is a $25 charge; $50.01 to $300 is a $30 charge; over $300 is $40 or 5% of check amount, whichever is greater 86 Late Payment Penalty 5% of unpaid balance 5% of current charges ES-17 11.I.3 Packet Pg. 488 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Table ES-4 Collier County Water-Sewer District Fiscal Year 2018 Water, Wastewater, Irrigation Quality Water, and Wholesale Potable Water User Rate and Fee Study Summary of Existing and Proposed Miscellaneous Service Charges Line No. Description Existing Proposed 87 Vehicle Over Meter Charge $60.00 N/A 88 Removal of Landscaping to Access Utility Assets $80.00 Actual time and material cost 89 Septage Processing Charge/1,000 gallons **$35.00 $35.00 90 Grease Trap Waste Charge/1,000 gallons **$45.00 $45.00 Fire Protection Charges: Fiscal Year 2019 - Monthly 91 1-1/2" Service Line N/A $5.33 92 2" Service Line N/A 8.53 93 3" Service Line N/A 23.99 94 4" Service Line N/A 53.31 95 6" Service Line N/A 106.64 96 8" Service Line N/A 186.62 97 10" Service Line N/A 338.25 98 12" Service Line N/A 501.55 Fiscal Year 2020 - Monthly 99 1-1/2" Service Line N/A $5.50 100 2" Service Line N/A 8.81 101 3" Service Line N/A 24.78 102 4" Service Line N/A 55.06 103 6" Service Line N/A 110.14 104 8" Service Line N/A 192.75 105 10" Service Line N/A 349.35 106 12" Service Line N/A 518.01 Fiscal Year 2021 - Monthly 107 1-1/2" Service Line N/A $5.65 108 2" Service Line N/A 9.05 109 3" Service Line N/A 25.47 110 4" Service Line N/A 56.58 111 6" Service Line N/A 113.18 112 8" Service Line N/A 198.07 113 10" Service Line N/A 358.99 114 12" Service Line N/A 532.30 Any Metered Consumption From Fire Meters Shall Be Billed According to District's Regular Usage Charges Per 1,000 Gallons * Consumption charges to be based on meter size, calculated by time connected, or average consumption, or 100,000 gallons ** On an emergency basis only ES-18 11.I.3 Packet Pg. 489 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Water-Sewer DistrictWater-Sewer District11.I.3 Packet Pg. 490 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Water-Sewer District11.I.3 Packet Pg. 491 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Water-Sewer District11.I.3 Packet Pg. 492 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Water-Sewer District11.I.3 Packet Pg. 493 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Water-Sewer District11.I.3 Packet Pg. 494 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User 11.I.3 Packet Pg. 495 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User Surveyed Florida Utilities' Average: $20.63 11.I.3 Packet Pg. 496 Attachment: PRMG Executive Summary and Recommendations (5786 : Approve the Water, Wastewater, and Wholesale Potable Water User