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HomeMy WebLinkAboutResolution No. 2016-04RESOLUTION NO. 2016-04 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CAPE CANAVERAL, BREVARD COUNTY, FLORIDA; OFFICIALLY ADOPTING THE FISCAL SUSTAINABILITY PLAN ANALYSIS & ASSET MANAGEMENT PLAN — 2015 FOR THE CITY'S WASTEWATER UTILITY; PROVIDING FOR REPEAL OF PRIOR INCONSISTENT RESOLUTIONS; SEVERABILITY; AND AN EFFECTIVE DATE. WHEREAS, the City is granted the authority, under section 2(b), Art. VIII of the State Constitution, to exercise any power for municipal purposes, except when expressly prohibited by law; and WHEREAS, the City of Cape Canaveral owns and operates a wastewater utility; and WHEREAS, the City is a member of the Florida Rural Water Association; and WHEREAS, the City developed jointly with the Florida Rural Water Association, under the guidance of the Florida Department of Environmental Protection, a "Fiscal Sustainability Plan & Asset Management Plan — Wastewater Utility — 2015" for the City of Cape Canaveral;" (Hereinafter "Plan") and WHEREAS, the Plan has been presented to the City Council and after due consideration of the Plan by the City Council, the City Council now desires to officially accept and adopt the Plan as a management tool for purposes of providing information to assist the City with providing reliable wastewater utility service to its residential, commercial and institutional wastewater customers; and WHEREAS, the City Council hereby finds that this Resolution is in the best interests of the public health, safety and welfare; and NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CAPE CANAVERAL, BREVARD COUNTY, FLORIDA, AS FOLLOWS: Section 1. Recitals. The foregoing recitals are hereby fully incorporated herein by this reference as findings of the City Council and are deemed a material part of this Resolution. Section 2. Adoption of the Plan. The City Council hereby officially accepts and adopts the "Fiscal Sustainability Plan & Asset Management Plan — Wastewater Utility — 2015" for the City of Cape Canaveral." The Plan is attached hereto as EXHIBIT "A" and fully incorporated herein by this reference. The Plan shall be considered a management tool for purposes of providing information to assist the City with providing reliable wastewater utility service to its residential, commercial and institutional wastewater customers. City of Cape Canaveral Resolution 2016-04 Page 1 of 2 Section 3. Repeal of Prior Inconsistent Resolutions. All prior resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of the conflict. Section 4. Severability. If any section, subsection, sentence, clause, phrase, word, or portion of this Resolution is for any reason held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and such holding shall not affect the validity of the remaining portions of this Resolution. Section 5. Effective Date. This Resolution shall become effective immediately upon adoption by the City Council of the City of Cape Canaveral, Florida. ADOPTED in a regular meeting of the City Council of ity of Cape naveral, Florida, this 22nd day of March, 2016. AT ST: ? Bob Hoog, Mayor Mi Gofort t " City Clerk F Name ��+ /err '••....•''�� '�..� Approved as to legal form and sufficiency for the f Cape Canaveral only by: Anthony A. arganese, City Attorney John Bond Mike Brown Bob Hoog Brendan McMillin Betty Walsh City of Cape Canaveral Resolution 2016-04 Page 2 of 2 For Against X X X motion Second Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral, Florida "Final: September 2015" Fiscal Sustainability Plan Analysis & Asset Management Plan - 2015 Wastewater Utility Prepared by: Florida Rural Water Association In cooperation with: Florida Department of Environmental Protection Revolving Loan Fund Program Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 EXECUTIVE SUMMARY As a member service, the Florida Rural Water Association is pleased to present this "Fiscal Sustainability Plan Analysis and Asset Management Plan" to the City of Cape Canaveral. This plan was developed jointly with the wastewater utility management and staff, under the guidance of the Florida Department of Environmental Protection. Providing reliable wastewater utility service to its residential, commercial and institutional customers is clearly a goal of the City of Cape Canaveral. The condition evaluation of this wastewater utility revealed that the utility has superior management, operation and maintenance and continued strong customer service is assured. This wastewater utility is a model for how a utility should be run. With the aging of the utility's fixed assets, the management and staff will face increasing challenges. This Asset Management Plan provides important information and tools to assist with the "systematic' and "persistent" Rehabilitation and Replacement (R&R) of the fixed utility assets that are worn-out or becoming functionally obsolete. Wastewater load expansion requirements must also be considered in the Asset Management process; however, this is not a major concern for this utility. This is not intended to be a final document, but rather an enhancement of the planning process that is ongoing to meet the future asset needs of the wastewater utility. The Asset Management Plan should be updated annually using the procedures and tools provided herein. Implementation of this process calls for some specific action steps: 1. Carefully review this initial written plan, make any needed changes or additions and then officially adopt the "Fiscal Sustainability Plan & Asset Management Plan - Wastewater Utility - 2015" for the City of Cape Canaveral". The Florida Rural Water Association staff is available to meet with the elected and appointed officials in a workshop to review the plan components and the implementation of this important planning process. 2. Continue to pursue outside capital funding sources to supplement the rate payer revenue. Supplemental funding sources to pursue are: the FDEP Revolving Loan Fund, St. Johns River Water Management District advalorem tax allocation to local governments and the HUD Block Grant Program. The Florida Rural Water Association can assist with these funding pursuits, including how to link the expenditures with the specific intent of these funding sources. 3. Select the professional engineering firm(s) for the individual capital improvement projects for the purpose of preparing the necessary Preliminary Engineering Report and the Construction Contract Documents. The Consultants Competitive Negotiation Act under the Florida Statutes governs the engineer selection process. An important consideration in selecting an engineering firm is their familiarity with the utility system and the needs of the community. The Florida Rural Water Association can assist in compliance with the Consultants Competitive Negotiation Act and provide advice on a reasonable scope for the capital improvements. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 1 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 In addition to the wastewater utility having a profound public health purpose, it is important to realize the large value of this public asset. This plan analysis projects a preliminary market value of the municipal wastewater utility fixed assets of $18.7 million. To preserve this valuable public asset, two categories of actions are required. They are "Asset Management" and "Operation and Maintenance". An operation and condition assessment of the wastewater utility identified the following action items: Asset Management Tasks: Identifying and funding of major capital improvement needs are an essential part of the Asset Management function. The following major capital projects have been previously identified by your Utility, and are included in the 2014/2015 capital budget: • The Grit/Bar Screen Replacement Project includes the replacement of the headworks at the WWTP. This was included in the FY 2014-15 capital budget. • The Oxidation Ditch Improvements Project includes the complete redesign of the oxidation ditch system at the Water Reclamation Facility (WRF). • The City's Sludge Belt Press is over 20 years old and will be refurbished. Its purpose is to press solids from the wastewater process and direct the solids into dumpsters for transport and disposal at the Brevard County Landfill. The Project also includes expansion of the belt press building and purchase/ installation of an additional sludge belt press to provide redundancy in the treatment process. • The Reclaimed Water Tank Project includes the construction of a new 2.5 million gallon reclaimed water tank at the WWTP. The tank will allow the City to eliminate discharges of treated wastewater to the Banana River and provide additional reclaimed water to residents, Port Canaveral and the City of Cocoa Beach. • The Holman Road Sanitary Sewer Improvements Project was developed to alleviate sewer back-up in a residence along Holman Road and to increase sewer capacity. The sanitary sewer line located beneath Holman Road will be replaced with a 12 -inch diameter pipe. This work is the first phase of a three phased project to replace the entire sanitary sewer line to Lift Station #2 located along Center Street. • The Force Main #3 Replacement Project includes the replacement of the oldest force main in the City which was installed over 25 years ago and has experienced numerous breaks over the past few years. The new force main will connect Lift Station #3 to the force main located along Thurm Boulevard. • The Lift Station #6 (Imperial Drive) and #7 (West Central Boulevard) Upgrades include improvements to these two lift stations due to continued growth along the northern State Road A1A corridor. Lift Station #7 will also be relocated to City -owned property in Manatee Sanctuary Park. Other Asset Management Tasks are identified as follows: Continue to develop and maintain an inventory of critical assets, both "Treatment" and "Non -Treatment". This includes assigning numerical values to two criteria for each critical asset grouping, "Criticality' and "Condition". Appendix "A" defines the numeric value scheme for "Critical Treatment Groups' and provides an initial inventory spreadsheet tool. Appendix "C" defines the numeric value scheme for "Critical Non -Treatment Groups" and provides an initial spreadsheet tool. The non -treatment groups category applies to the wastewater collection systems. A non -treatment group consists of a lift station and its connected gravity sewers and the discharge force main. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 2 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 Develop a long range annual Rehabilitation and Replacement (R&R) program and prioritize the capital improvements needed each year by using the numerical ratings for "Criticality' and "Condition' of the fixed asset components. This prioritization procedure maximizes the use of capital improvement funds. Operation & Maintenance (O&M) Tasks: • Continue to monitor and control grease discharges to the wastewater collection system from food service establishments. • In addition to the formal training courses for the operators' annual certification, consider expanding your operators' participation with the Florida Water and Pollution Control Operator Association. The annual membership is $30 per year for this established organization that is exclusively dedicated to the operators. The organization has monthly operator meetings in your area that provide the operators with the chance to meet their counterparts in other wastewater utility systems, while earning training credits for their licenses. This provides a great information network and can be a useful resource for sharing. The $30 annual fee includes the monthly publication "Florida Water Resources Journal" with current water and wastewater articles. Refer to Sections I (b), II (b) and 11 (J) for more detailed O&M "Conditions and Performance" information and requirements. Administrative Tasks: • Take full advantage of the FRWA membership services including the "Focus on Change" in January and February and the annual technical conference in August. The annual technical conference has a management training tract and extensive networking opportunities, along with a well populated exhibit hall. • Update the utility's safety protocol and insure that the operators are up-to-date on confined space training and handling of chemicals associated with the treatment process. • Conduct frequent safety inspections of the wastewater facilities and repair defective equipment and structures. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 3 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 TABLE OF CONTENTS Executive Summary 1 Table of Contents 4 Signatures & Certifications 6 Part I: Wastewater Treatment Works Fiscal Sustainability Plan Analysis 7 I (a): Inventory of Critical Treatment Assets 7 I (b): Condition and Performance of Inventoried Treatment Assets or Groupings 7 I (d): Maintenance, Rehabilitation and Replacement Plan with Funding Methods 9 I (k): Water and Energy Conservation Plan and Implementation Certification 10 Part IL• Wastewater Utility Asset Management Plan 11 II (a): Inventory of Critical Non -Treatment Assets 11 II (b): Condition and Performance of Inventoried Non -Treatment Assets or Groupings 11 II (c): Current Asset Value 11 II (d): Operation and Maintenance Costs 13 II (e): Capital Improvement Plan 13 II (f): Analysis of Funding Needs 15 II (g): Growth Projections, Rate Analysis and Impact Fees Projections 15 II (h): Funding Rate Structure 16 II (i): (Not applicable to this study) 16 II (j): Asset Preservation, Renewal and Replacement 16 Part III: Training for Plan Implementation and Updating 17 FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 4 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 TABLE OF CONTENTS - Appendixes Appendix "A" - Wastewater Treatment Works Groups - Inventory and Condition 18 Wastewater Treatment Works - Inventory and Condition - Spreadsheet A-1 Appendix "B" - Water and Energy Conservation Evaluation 19 Energy Efficiency Assessment - FRWA Field Inspection Form B-1 Appendix "C" - Wastewater Non -Treatment System Groups - Inventory and Condition 20 Wastewater Non -Treatment Works - Inventory and Condition - Spreadsheet C-1 Lift Station #1, 402 Washington Avenue C-2 Lift Station #3,180 West Central Boulevard C-3 Lift Station #4, 8751 Coquina Drive C-4 Lift Station #5,306 Columbia Drive C-5 Lift Station #7, 796 West Central Boulevard C-6 Manhole Upstream from LS#1 C-7 Manhole Upstream from LS#3 C-8 Manhole Upstream from LS#5 C-9 Manhole Upstream from LS#7 C-10 Appendix "D" - Current Asset Value 21 Fixed Asset Preliminary Market Value Projections - Spreadsheet D-1 Appendix "E" - Treatment and System Operation and Maintenance Cost (O&M) 22 Appendix "F" - Five -Year Capital Improvement Plan (CIP) 23 Five -Year Capital Improvement Plan - Fixed Assets - Spreadsheet F-1 Current 5 -Year Wastewater Fund CIP F-2 Appendix "G" - Funding Rate Structure for O&M and CIP 25 City of Cape Canaveral Rate Study, 2012, Prepared by Raftelis Financial Consultants G-1 Appendix "H" - Maps and Illustrations 26 City of Cape Canaveral Sewer System Service Area Map, with Manhole Numbers H-1 City of Cape Canaveral Lift Station Location Schedule H-2 Appendix "I" - Florida Rural Water Association Technical Publications 27 Fats, Oils and Grease (FOG) I-1 Appendix "J" — References and Information Sources 28 FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 5 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 SIGNATURES AND CERTIFICATIONS Professional Engineer of Record: The information contained in the report is true and correct to the best of my knowledge; the report was prepared in accordance with sound engineering principles and best management practices. This Fiscal Sustainability Plan Analysis and Asset Management Plan were prepared by using historical records and existing facility data, augmented by field observations, calculations and information provided by the wastewater utility owner and the staff of the Florida Rural Water Association. Signature Name: Sterling L. Carroll, P.E. State Engineer Seal: Fiscal Sustainability Analyst: Date Organization: Florida Rural Water Association Address: 2970 Wellington Circle Tallahassee, Fl. 32309 The Asset Analyst has no personal interest or bias with respect to the subject matter of the inspection report. All opinions, conclusions and recommendations concerning the assessments are set forth in the inspection report. The assessments are based on the Analyst's Certifications and Qualifications. Signature Name: William Archebelle, Fiscal Sustainability Analyst Date Organization: Florida Rural Water Association Address: 2970 Wellington Circle Tallahassee, Fl. 32309 This Asset Management Plan provides a view of the existing condition of the fixed capital assets, but more importantly it provides recommendations, procedures and tools to assist with the long range management of these valuable assets. This document and related tools are provided in electronic form and should be updated annually by the utility's management and staff. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 6 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 PART I: WASTEWATER TREATMENT WORKS FISCAL SUSTAINABILITY PLAN ANALYSIS I (a) Inventory of Critical Treatment Assets: City of Cape Canaveral Water Reclamation Facility (WRF): WASTEWATER TREATMENT: The City of Cape Canaveral WRF consists of an existing 1.80 million gallon per day (MGD) annual average daily flow (AADF) activated sludge wastewater treatment facility that provides advanced wastewater treatment (AWT) including a pretreatment system (mechanical and manual bar screens and grit removal facilities), a 5 -stage modified Bardenpho system with anaerobic basins, first stage anoxic basins, aeration basin, second stage anoxic basins and re -aeration basins, two (2) secondary clarifiers, three (3) tertiary filters, two (2) chlorine contact chambers, a 1.4 million gallon (MG) reuse/ substandard effluent storage tank, a 0.40 MG flow equalization tank (also used for substandard effluent storage), a 1.0 MG reuse storage tank, chemical feed facilities, two (2) in -plant pump stations, a reuse pump station, and other associated pumps and appurtenances. A belt filter press is utilized for biosolids dewatering. Existing FDEP process improvements construction permits include: • Construction of a 2.5 million gallon reclaimed water storage tank. • Renovation of the existing belt press for biosolids handling. • Construction of an additional belt press to add redundancy to the biosolids dewatering process. • Rehabilitation of the existing oxidation ditch. REUSE OR DISPOSAL: Surface Water Discharge D-001: The surface water discharge is an existing 0.990 MGD AADF discharge to Banana River, Class III Marine waters an Outstanding Florida Water, (WBID# 3057B) which is approximately 29 feet in length and discharges at a depth of approximately 1.5 feet. The point of discharge is located approximately at latitude 28° 23'36" N, longitude 80° 379" W. Land Application R-001: The land application effluent disposal is an existing 1.45 MGD AADF permitted capacity slow - rate public access system. R-001 is a reuse system which consists of irrigation of public access areas, within the "Reuse Service Area". The system includes three on-site reclaimed water storage tankis: 1) 1.4 MG tank used for substandard or reclaimed water, and 2) 1.0 MG and 2.5 MG tanks used for reclaimed water only. The reclaimed water disposal system includes three major users: 1) City of Cape Canaveral 0.70 (MGD), City of Cocoa Beach (0.65 MGD), and Canaveral Port Authority (0.1 MGD). Reject is diverted to the above D-001 Banana River Discharge. I (b) Condition and Performance of Inventoried Treatment Assets or Groupings: "Condition" and "Criticality" are the two important criteria used in evaluating each component of the treatment facilities. A numeric rating is assigned to each treatment component according to the rating definitions defined in "Appendix 'A' - Wastewater Treatment Works Groups - Inventory and Condition'. The numeric ratings range from 0 to 5. For "Condition', 5 is the worst condition and for "Criticality" 5 is the most critical. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 7 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 On May 711, and 811,, 2015, Florida Rural Water Association Representative James Gary Yallaly, P.E. conducted a field visit inspection for development of an Asset Management Plan to assist in planning for future wastewater treatment modifications. The overall condition assessment ratings for the wastewater treatment facilities are "good" to "excellent". During the last four years, the capital expenditures for the WRF have been greatly expanded with outstanding results. Part of the asset management analysis is to assist the utility in facility operations, operator training/review, assistance in Capital Improvement Plan (CIP) development, and collection systems performance inspections to preserve the valuable utility assets. Components at the City of Cape Canaveral WRF reviewed during the field visit and document research are as follows: • Flow measurement • Headworks o Mechanical bar screen o Manual bar screen 0 Vortex grit removal • Secondary treatment o Fermentation basins (anaerobic) - A & B o First anoxic basins - A & B o Oxidation ditch aeration basin, single unit o Second anoxic basins - A & B o Re -aeration basins - A & B o Intermediate pumping station o Secondary clarifiers - A & B o RAS/ WAS pumps • Tertiary treatment 0 Sand filters - A, B & C • Reuse effluent o Chlorination o Storage o Reject holding o Effluent pump station • Banana River effluent o Chlorination o De -chlorination o Post aeration o Outfall • Sludge o Sludge holding tank o Chemical feed - polymer o Belt filter press • Electric system 0 Distribution FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 8 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 0 Lighting 0 Emergency generator • Laboratory FDEP issued a renewed facility operating permit April 5, 2012. The permit application included an "Updated Capacity Analysis Report", "Operation and Maintenance Performance Report" and a "Reclaimed Water System Operating Protocol". These documents were prepared by Tetra Tech, Inc. and provide an in-depth evaluation of the City of Cape Canaveral WRF. The "Updated Capacity Analysis Report" included flow rates through February 2011. For the year 2010, the maximum three-month average daily flow was 1.246 MGD or 69.2% of the current facility permitted capacity of 1.80 MGD. The report analysis indicated that the connect flow will not likely reach the permitted capacity until the year 2028. The Cape Canaveral Port Authority discontinued its agreement with the City to treat the Port's wastewater and constructed a wastewater line to connect with Cocoa Beach for treatment. According to the reports referenced above, the City of Cape Canaveral collection system serves only wastewater customers within the city limits. The FDEP operating permit must be renewed in April, 2017, and the application is due six months prior to that date. Due to the changes pending with the WRF and the complexity of the treatment process, it is recommended that the permit process be started soon. The reports required with the permit application are extremely helpful and provide an excellent opportunity for the utility management and staff to participate in this important process. Some corrosion is occurring at the WRF headwork, which is likely the combination of some hydrogen sulfide (HZS) and the salt air from the ocean winds. The City does not need an industrial pretreatment program; however, grease control from the connected food service establishments would be helpful. For additional information, refer to "Appendix 'A' - Wastewater Treatment Works Groups - Inventory and Condition' I (d) Maintenance, Rehabilitation and Replacement Plan with Funding Methods: To develop an Asset Management Plan, it is important to distinguish between annual operation and maintenance costs and capital expenditures. Capital expenditures are for the purchase of equipment, land and facilities that have a useful life spread over multiple years. For simplicity of account, small capital expenditures can be included in the annual operating budget rather than the capital budget. IRS allows businesses to expense capital expenditures up to $25,000 per year in the same year that the capital asset is acquired. This is a reasonable dividing point for a small to midsized wastewater utility for annual operating budget expenses vs. capital budget purchases. Capital expenditures above $25,000 total per year should be budgeted and funded separately with an annual allocation of these costs based upon the life of the capital asset. This procedure is applied to the development of the "Asset Management PlarC. To insure "sustainability" of the wastewater utility, funding of the required future capital expenditures is absolutely required. The City of Cape Canaveral Wastewater Utility is in a separate "Enterprise Fund" similar to a business operation. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 9 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 Capital expenditure funding for small wastewater systems in Florida can be provided by the following: • Revenue bonds from the Rural Utility Service, US Department of Revenue (population limits apply) • Revenue bonds from commercial sources such as CoBank and investor owned financial institutions • State Revolving Loan Fund (SRF), a combination of state and federal appropriated funds • Grant funds from the Rural Utility Service, US Department of Revenue (population and income limits apply) • Grant funds from the Community Development Block Grant program, US Housing & Urban Development (income limits might apply) • Grant funds from the St. John's River Water Management District • Revenue from the utility customers user charges Capital expenditures should be recovered over the life of the asset in the form of a "Capital Recovery" procedure. For loan funds, this is needed to pay off the loan. For grant funds and utility customer funded capital investments, this is needed to preserve the capital for future rehabilitation or replacement of the assets. Customer rates allocated to future capital expenditures and grant capital recovery money should be set aside in a separate interest bearing "sinking fund" for future capital expenditures. This money should never be "consumed" but should be recovered to maintain the net asset value of the utility. In addition to the capital allocation for individual major projects, an annual capital budget should be established for Rehabilitation and Replacements (R&R). A targeted funding amount should be approximately 3% of the asset value. This provides for an average asset life of 33 years. The annual R&R projects should be determined based upon the inventory and condition assessments, to include a "Criticality' and "Condition' priority rating scheme. I (k) Water and Energy Conservation Plan and Implementation Certification: Most of the treated wastewater effluent is being used for irrigation of public access areas, with the excess being discharged to the Banana River. The City is constructing an additional 2.5 MG reclaimed water storage tank which will enable increasing the amount of effluent that can be used for irrigation. The WRF treatment process is very complex and maximizes the use of biological nutrient reduction, avoiding the use of chemical treatment for this purpose. The process incorporates one anaerobic zone and two anoxic zones that reduce the air supply requirements as compared with a conventional activated sludge process. It also uses an oxidation ditch aeration basin with mechanical aerators, which reduces the energy requirements for the aeration process. With the WRF upgrades, attention is being given to energy efficient components. The WRF lighting upgrade is included in the current capital budget. A copy of the Florida Rural Water Associations "Energy Efficiency Assessment for Small Wastewater Systems" was completed during a field visit to the wastewater utility and is presented in "Appendix "B" - Water and Energy Conservation Evaluation'. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 10 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 PART II: WASTEWATER UTILITY ASSET MANAGEMENT PLAN II (a) Inventory of Critical Non -Treatment Assets: The City of Cape Canaveral Wastewater Utility collection system consists of approximately 18.75 miles of gravity sewers and 330 manholes, with 13 lift stations and connecting force mains. These lift stations were observed during the field visit along with a representative sample of manholes, as follows: • Lift Station #1, 402 Washington Avenue Appendix Page C-2 • Lift Station #3,180 West Central Boulevard Appendix Page C-3 • Lift Station #4, 8751 Coquina Drive Appendix Page C-4 • Lift Station #5,306 Columbia Drive Appendix Page C-5 • Lift Station #7, 796 West Central Boulevard Appendix Page C-6 • Manhole Upstream from LS#1 Appendix Page C-7 • Manhole Upstream from LS#3 Appendix Page C-8 • Manhole Upstream from LS#5 Appendix Page C-9 • Manhole Upstream from LS#7 Appendix Page C-10 II (b) Condition and Performance of Inventoried Non -Treatment Assets or Groupings: The overall condition assessment of the wastewater collection system is "good" to "excellent". An aggressive Rehabilitation and Replacement (R&R) program of the wastewater collection system was implemented approximately four years ago with outstanding results. All of the 330 manholes have been rehabilitated within the last four years, along with some of the lift stations. Due to the small wastewater collection area and high population density, wastewater transport time to the WRF is relatively short and the formation of hydrogen sulfide (HZS) is not a major issue. Some HZS corrosion is evident in the manholes and WRF headworks, but this is being addressed by improved operation and maintenance procedures. Grease buildup is a problem for some of the lift stations. Action should be taken to increase the enforcement of the service connection ordinance to control this problem. The Florida Rural Water Association publication on Fats, Oils and Grease (FOG) is included in Appendix "I", Page I-1. For additional information on the inventory and condition of the non -treatment asset groups, refer to "Appendix'C' - Wastewater Non -Treatment Works Groups - Inventory and Condition'. II (c) Current Asset Value: Based upon the Comprehensive Annual Financial Report, at the end of September, 2014, the Wastewater Fund had a net capital assets value of $13,892,808. The wastewater utility fixed assets have an accounting life of 40 years and land does not depreciate. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 11 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 The original wastewater treatment facility and wastewater collection system construction date could not be determined; however, much of the system is aging. The current capacity of the municipal wastewater treatment facility is 1.80 MGD. The "book value' of these depreciated assets would be considered less than its actual current functional value. The capital facilities are currently in service and likely to remain in service for many years in the future, thus book value does not represent the true value of the asset. In general, rehabilitation of a fixed asset can extend its useful life for as much as 50% of the original life expectancy. "Replacement cost" is another method of evaluating the capital assets value, but this results in a future useful life of the facilities much longer than the actual existing assets, thus is also not representative of the true value. "Market value" of the utility would be the best representation of the true asset value. Market value could be defined as the dollar amount that a willing seller and a willing buyer could agree upon. In the real estate market, there is a large and current data base for market values based upon the agreements between willing sellers and willing buyers. In the case of water and wastewater utilities, not so much! For the purpose of this plan, preliminary market value formulas have been developed and will be adjusted with each update of this plan report and as more historical data become available. Preliminary Market Value Projections for the Wastewater Treatment Fixed Assets: For a small typical activated sludge treatment process, secondary treatment level, nutrient reduction, disinfection and land application or reuse of the treated effluent, the preliminary market value is projected as: Formula Constant = $100,000 plus Formula Variable = $ 5,000,000 per million gallons per day of permitted capacity. For the City of Cape Canaveral WRF, this would indicate a preliminary market value of $9.1 million for the municipal treatment facilities currently permitted at 1.800 MGD average daily flow. Preliminary Market Value Projections for the Wastewater Non -Treatment Fixed Assets: For a small typical wastewater collection system the preliminary market value is projected as: Formula Constant = $100,000 plus Formula Variables = 6" diameter gravity sewers less than 12' deep @ $ 30 per LF 8" diameter gravity sewers less than 12' deep @ $ 36 per LF 10" diameter gravity sewers less than 12' deep @ $42 per LF 6" diameter force mains @ $30 per LF Major stream or highway crossings cased @ $500 per LF Manholes less than 12' deep @ $2,000 each Lift stations @ $350,000 each FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 12 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 For the purpose of this preliminary market value determination for the municipal wastewater collection system, an equivalent of 10" diameter gravity sewer pipes is used. Other sizes of pipe are in the system but this would be a reasonable typical size to use considering the connected load and the population density. The actual length of gravity sewers was not determined during the research and field visit. The number of manholes was reported at 330. Using an average of 300' of gravity sewer pipe per manhole, this would indicate 18.75 miles of gravity sewer lines. The field investigation indicated thirteen lift stations in the collection system. Some of the force mains are manifold (serving multiple lift stations) and the exact footage could not be determined. For this evaluation, the value of the force mains is included with the lift station unit value. For the City of Cape Canaveral Wastewater Utility, this would indicate a preliminary market value of the wastewater collection system of $9.6 million. Combined Total Market Value Projections for the Wastewater Utility Fixed Assets: $18.7 million is the combined total preliminary market value projection for the Municipal Wastewater Utility. Additional information is shown in "Appendix 'D' - Current Asset Value'. II (d) Operation and Maintenance Costs: An enterprise fund has been established to separate the Wastewater Fund account from other City of Cape Canaveral operations. For the fiscal year ending September 30, 2014, the Wastewater utility had operating revenue of $3,569,928 and operating expenses of $2,813,214, for a net operating income of $756,714. After adjustment for non-operating revenue/ expenses and other transfers, the water and sewer fund had a net position ending September 30, 2014, of $15,090,280. Additional information is shown in "Appendix 'E' - "Treatment and System Operation and Maintenance Costs (O&M)" II (e) Capital Improvement Plan: Fixed Asset Capital improvements include rehabilitation, replacement and capacity expansion. As indicated earlier, the first $25,000 of expenditures for rehabilitation and replacement should come from the operating budget. The Capital Improvement Plan (CIP) should look five years into the future. The City of Cape Canaveral has a Five -Year Capital Improvement Plan (CIP) for the Wastewater Fund and is shown in Appendix "F" page F-2. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 13 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 Major capital improvements included are as follows: The Grit/Bar Screen Replacement Project includes the replacement of the headworks at the WWTP. Excessive amounts of larger debris are currently passing through the existing headworks and into the wastewater treatment train thus reducing efficiency. This was included in the FY 2014-15 capital budget and is not shown in the Appendix "F" schedules. The Oxidation Ditch Improvements Project includes the complete redesign of the oxidation ditch system at the WWTP. There is currently no redundancy with the oxidation ditch design. The redesign will provide a second oxidation ditch process for use in emergency situations and will allow for improved maintenance. The work will include refurbishment of all pumps and valves for a more efficient system and installing a cover over the existing oxidation ditch to limit offsite spray. A "Preliminary Design Report" for the "WWTP Improvements for Oxidation Ditch Rehabilitation' was prepared by Tetra Tech. The construction phasing is critical to this project since the oxygen ditch is a single unit without redundancy. The City's Sludge Belt Press is over 20 years old and will be refurbished. Its purpose is to press solids from the wastewater process and direct the solids into dumpsters for transport and disposal at the Brevard County Landfill. The project also includes expansion of the belt press building and purchase/ installation of an additional sludge belt press to provide redundancy in the treatment process. The Reclaimed Water Tank Project includes the construction of a new 2.5 million gallon reclaimed water tank at the WWTP. The tank will allow the City to eliminate discharges of treated wastewater to the Banana River and provide additional reclaimed water to residents, Port Canaveral and the City of Cocoa Beach. The Holman Road Sanitary Sewer Improvements Project was developed to alleviate sewer back-up in a residence along Holman Road and to increase sewer capacity. The sanitary sewer line located beneath Holman Road will be replaced with a 12 -inch diameter pipe. This work is the first phase of a three phased project to replace the entire sanitary sewer line to Lift Station #2 located along Center Street. The Force Main #3 Replacement Project includes the replacement of the oldest force main in the City which was installed over 25 years ago and has experienced numerous breaks over the past few years. The new force main will connect Lift Station #3 to the force main located along Thurm Boulevard. The Lift Station #6 (Imperial Drive) and #7 (West Central Boulevard) Upgrades include improvements to these two lift stations due to continued growth along the northern State Road A1A corridor. Lift Station #7 will also be relocated to City -owned property in Manatee Sanctuary Park. The recommended Five -Year Capital Improvement Plan spreadsheet shown in Appendix Page F-1 includes the current Wastewater Fund CIP, plus the addition of an annual Rehabilitation and Replacement (R&R) capital budget beginning in FY 2019-20. This annual R&R capital budget is to provide ongoing renewal of the existing facilities based on an average life expectancy of thirty-three years. As a tool in determining the annual amount needed for the R&R program, the preliminary market value was determined using a unit price value scheme, as shown in Section II (c). On this basis, the annual R&R budget projections are as follows: • Water Reclamation Facility $273,000 per year • Wastewater Collection System $288,000 per year FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 14 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 Determining the projects to be included in each annual R&R should be based upon a priority rating system to include the specific asset's "Criticality' and "Condition'. This requires an up-to-date condition assessment data program. The R&R capital program doesn't include capacity expansion, but renews the specific existing asset components over their life expectancy. Additional information is included in "Appendix'F' - Five Year Capital Improvement Plan" II (f) Analysis of Funding Needs: Approximately four years ago, the City of Cape Canaveral substantially expanded the capital expenditures for the Wastewater Utility to restore the fixed assets to a high level. A "Sewer System Rate Study" was prepared by Raftelis Financial Consultants, Inc. and the recommendations were implemented by the City. This study provided an in-depth view of the revenue needs for restoring and maintaining this valuable public utility. It is important to supplement the revenue from the rate payers by aggressively pursuing outside capital funding sources. Supplemental funding sources to pursue are: the FDEP Revolving Loan Funds, St. John's River Water Management District advalorem tax allocation to local governments and the HUD Block Grant Program. The Florida Rural Water Association can assist with these funding pursuits, including how to link the expenditures with the specific intent of each of these funding sources. II (g) Growth Projections, Rate Analysis and Impact Fees Projections: The "Updated Capacity Analysis Report" prepared by Tetra Tech, Inc., in 2011 indicates the following service population projections based upon historic patterns: Year Population 2016 12,498 2017 12,634 2018 12,769 2019 12,905 2020 13,041 2021 12,386 2022 12,758 2023 13,141 2024 13,535 The City boundaries are confined by the Atlanta Ocean on the east, Banana River on the west, City of Cocoa Beach on the south and Port Canaveral on the north. Areas within the city limits are essentially built -out, with the only additional load potential from higher density redevelopment. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 15 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 The City's population growth rate is impacted by the local economy, including the Kennedy Space Center. The Space Center is going though significant changes due to revised federal appropriations; however, investor owned businesses are filling in. With this growth rate, impact fees from population growth would not be a significant source of revenue. II (h) Funding Rate Structure: The City of Cape Canaveral retained the professional services of Raftelis Financial Consultant, Inc. to prepare a "Sewer System Rate Study" in 2012, which is reprinted in Appendix "G". The study is an in-depth evaluation of the revenue needs and recommended an appropriated user rate structure. The City has implemented the findings of the study. The proposed rate for a single family residential unit using 5,000 gallons per month of potable water is $38.82 and for 10,000 gallons of reclaimed water is $6.00. Under the new rate structure, single family residential units generate approximately 22% of the revenue, multi -family approximately 62% and the remaining from other property types. II (i) Threshold Rate for Proper Utility Operation (Not applicable to this study): II (j) Asset Preservation, Renewal and Replacement: The current management, operation and maintenance of the City of Cape Canaveral Wastewater Utility are very strong. With the increased capital funding that began four years ago, the condition of the fixed assets is being rapidly restored to a high level. After this current level of capital expenditure program is completed, a long range capital Rehabilitation and Replacement (R&R) program should be continued. An annual target number would be 3% of the projected current asset value. Load growth and expansion of system and treatment capacity are not creating pressure for this system. This allows revenue to be directed to process improvements and R&R. It is important to continue the effort to expand effluent disposal by reclaimed water use and reduce the discharge to the Banana River. This also expands the revenue source. With the number of food service establishments connected to the system, increased attention to the fats, oil and grease (FOG) control program should be considered. Additional information on FOG control is shown in Appendix "I", page I-1. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 16 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 PART III: TRAINING FOR PLAN IMPLEMENTATION AND UPDATING Asset Management Plans are not easy to implement or update without the accompanying training for the utility managers. Training must include as a minimum: • Initial presentation of the plan contents, assumptions, findings and tools included for managing the plan. • First annual follow-up to get feedback from the utility managers and make adjustments to match their needs. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 17 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "A" - WASTEWATER TREATMENT WORKS GROUPS - INVENTORY AND CONDITION For the purposes of the Asset Management Plan, wastewater treatment elements are grouped into functional groups for simplicity. To establish the funding priority for each group, two important rating criteria have been defined; "Criticality" and "Condition'. The numerical number scheme for each rating category is as follows: Criticality Numeric Rating: 0 - Non -Existent Asset not needed for the current operation - abandoned, standby status or no longer exists. 1 - Non -Critical Asset not essential to maintaining customer service or regulatory compliance. 2 - Low Impact Service interruption of this asset has only short term impact on a small number of customers and little chance of regulatory non- compliance. 3 - Critical Service interruption of this asset has substantial impact on customer service, a chance of negative environmental impact, damage to other assets or creates safety risks to the operators. 4 - Very Critical Interruption of service has serious impact on customer service, a high chance of negative environmental impact, severe damage possibility to other assets, high risk of dangerous conditions to the operators or major health/safety risks for the general population. 5 - Must Have Failure of this asset has a high risk of a catastrophic event, major customer service interruptions, serious environmental impact, long term damage to other assets, serious public health/ safety issues and likely regulatory enforcement action. Condition Numeric Rating - 0 - Non -Existent Asset abandoned, on standby status or no longer exists. 1 - Excellent Sound physical condition - likely to perform adequately without major rehabilitation for 20 years or more. 2 - Good Acceptable physical condition - minimal short-term failure risk but potential for deterioration in long-term. Only minor work required (if any). 3 - Fair Significant deterioration evident - failure unlikely within next 5 years but further deterioration likely and major rehabilitation or replacement likely within next 10 years. Minor components or isolated sections of the asset need rehabilitation or replacement soon but asset still functions safely at adequate level of service. Work required but asset is still serviceable. 4 - Poor Failure likely in short-term - need to rehabilitate or replace most or all of asset within next 5 years. No immediate risk to sustained service, but work required within next 5 years to ensure asset remains functional. Substantial work required in short-term, asset barely serviceable. 5 - Very Poor Failed or failure imminent - need to rehabilitate or replace most or all of this asset. Risk to sustained service exists or asset cannot be operated without risk to personnel. The spreadsheet on the following page lists the Criticality Numeric Rating and the Condition Numeric Rating for each of the function treatment groups along with the expected remaining life and any projected rehabilitation, replacement or capacity expansion anticipated. This spreadsheet is intended to be a working management tool to be updated and adjusted at least annually. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 18 of 28 U d v A C � � A u � � C OA � m yam, p w v A V a � 0 v o ❑ v v v v v> v v v v v v v v v v v v v v v v v v v v v �sI ��I MMI I v o000 0 o o00 000 0 �. c v "a v M M Id t6 m Q2V� O m M ��Q2 t6 ��� t6 Id t6 x � v v v v v v u v� v� v o00 0 0 0 0,c v 71 xp xp .o x71p O A A A A u A A A A A A A u � r Nr NNr rNr � rNr rNr rNr rNr rr NNr �' rNr � C C C C G G C C C C C C C Id C '0 '0 A o 0 C 0 o 000 G A G o 000 o o 0 o ow o o0 C v v vvvv vvv y v� vv �,o � 0 000 �N� 00 NN�NN�N 00 0 N 0000 NNNN 0000 NNNN 00 N� v v Id U 1. x u U � U C o � A o 2 O � J v F w A m 2a U O N m q v 0 A G N 2 r bv A A 771 tc v A �, '0 a .X A Fy Nr �i t6 v O C 7 O N Oti w R. . 7 A �'' " '>' y v O O N '0 ;5,d v '0 acv+ N v O N C v ,L v u yC m 7 A 7 v 'F7 3 v O 7 x y C o v m C\ o .� ;7 v w v .0 o .A. v v(�• 7 o y w 00 w DD O 3 3 m > v o v w x O v v v v v o in .4 w v o O v -oin 7 v o 3 w x m cn G .. cn H cn ) G U U G w` w� V Q w m V to w a Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "B" - WATER AND ENERGY CONSERVATION EVALUATION An energy assessment was made during a field visit of the City of Cape Canaveral Wastewater Utility on May Th and 81h Findings of the assessment are documented on the Florida Rural Water Association form included on the following three pages. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 19 of 28 Resolution No. 2016-04 EXHIBIT "A" FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle • Tallahassee, FL 32309-6885 Telephone: 850-668-2746 - Fax: 850-893-4581 Energy Efficiency Assessment Small Wastewater Systems City of Cape Canaveral Responses in gray areas indicate potential for gains in energy efficiency 1. INFLUENT/EFFLUENT PUMPING A. Do you have influent and/or effluent pumps? B. If yes, do you have variable speed control on influent pumps? C. If yes, are premium -efficiency motors currently installed on influent pumps? D. If yes, do you have variable speed control on effluent pumps? E. If yes, are premium -efficiency motors currently installed on effluent pumps? 2. PRE-AERATION/POST-AERATION A. Do you utilize aeration blowers and/or compressors? B. If yes, can you throttle the amount of air delivered or otherwise adjust output? Yes No x x x x x Yes No 3. INTERMEDIATE PUMPING Yes No A. Do you have intermediate pumps to convey flow between treatment units? x B. If yes, do you have variable speed control on the intermediate pumps? x C. If yes, are the intermediate pumps equipped with premium -efficiency motors? x 4. ACTIVATED SLUDGE PROCESSES A. Does you have aeration blowers/compressors in an activated sludge process? B. If yes, can you throttle the amount of air delivered or otherwise adjust output? C. If yes, are premium -efficiency motors currently installed? D. Does your plant use mechanical aerators (including mixers)? E. If yes, do the aerators have variable speed control? F. Is the aeration system controlled via DO levels and/or pressure differentials? G. If yes, are dissolved oxygen/pressure sensors located in the aeration basins? H. Do you currently use a fine -bubble aeration system? I. If you have a pure oxygen system, do you have a VPSA 02 generation system? J. Do you currently have variable speed return activated sludge (RAS) pumps? K. Do you currently have variable speed waste activated sludge (WAS) pumps? Yes No City of Cape Canaveral, Florida - Energy Efficiency Assessment for Small Wastewater Systems FRWA Page B-1 S. FIXED FILM PROCESSES A. Does you have aeration blowers/compressors as part of a fixed film process? B. If yes, can you throttle the amount of air delivered or otherwise adjust output? C. If yes, are premium -efficiency motors currently installed? D. Do you utilize pumping for conveying flow to the trickling filters? E. If yes, do you have variable speed control on these pumps? F. Are your trickling filter distribution arms mechanically driven? 6. DISINFECTION A. Do you currently use an ultraviolet disinfection system? B. If yes, does the UV system utilize low-pressure, high -output lamps? C. If yes, is the UV system operated via flow -pacing and/or dosing setpoint? 7. SLUDGE PUMPING A. Do you process sludge on an intermittent (less than 24 hours per day) basis? B. If yes, do you currently process sludge during off-peak hours? C. Do you have equalization capacity within your existing sludge handling process? D. If no, do you have variable speed capability on your sludge transfer pumps? 8. SLUDGE STABILIZATION A. Does your plant utilize aerobic digestion? B. If yes, have considered switching to anaerobic digestion or another method? C. Do you currently produce biogas (methane) from anaerobic digestion? D. If yes, is biogas currently flared and/or vented? E. If yes, is biogas currently being used for thermal or electrical power generation? F. Does your plant currently accept hauled waste at the headworks to the plant? G. If yes, is there equalization capacity for the introduction of hauled wastes? 9. SLUDGE THICKENING AND DEWATERING A. Does your thickening / dewatering equipment run less than 24 hours per day? B. Do you use centrifuges for thickening, dewatering, or both? C. Do you currently use sludge drying beds for dewatering? D. Does your plant currently haul sludge to another location for processing? E. Does your plant use incineration for sludge stabilization/disposal? 10. FACILITY/ OPERATIONS A. Do you monitor your power bills? B. Is there significant inflow/infiltration into the collection system? C. Has your plant had any energy efficiency improvements in the last 5 years? D. If yes, have you switched to more efficient lighting? E. If yes, have you done any load shedding and/or off-peak load shifting? F. If yes, have you installed new or improved HVAC equipment? G. Are energy efficiency measures included with future improvement plans? Resolution No. 2016-04 EXHIBIT "A" Yes No x N/A N/A N/A N/A N/A Yes No x N/A N/A Yes No x x x x Yes No x x x x N/A N/A x x x N/A Yes No x x x x x Yes No x x x x x x x City of Cape Canaveral, Florida - Energy Efficiency Assessment for Small Wastewater Systems FRWA Page B-2 Resolution No. 2016-04 EXHIBIT "A" 11. ADDITIONAL COMMENTS & INFORMATION Most of the treated wastewater effluent is being used for irrigation of public access areas, with the excess being discharged to the Banana River. The City is constructing an additional 2.5 MG reclaimed water storage tank which will enable increasing the amount of effluent that can be used for irrigation. The WRF treatment process is very complex and maximizes the use of biological nutrient reduction, avoiding the use of chemical treatment for this purpose. The process incorporates one anaerobic zone and two anoxic zones that reduce the air supply requirements as compared with a conventional activated sludge process. It also uses an oxidation ditch aeration basin with mechanical aerators, which reduces the energy requirements for the aeration process. With the WRF upgrades, attention is being given to energy efficient components. The WRF lighting upgrade is included in the current capital budget. 12. PRIORITY AREAS FOR POTENTIAL ENERGY EFFICIENCY GAINS The Utility is proactively addressing energy efficiency, and a list of projects is outlined below. It is recommended the Utility continue to address energy efficiency replacing older failing motors with High Efficiency motors as replacement is needed. Efficiency Project Estimated Project Cost Potential Savings/Year Payback Period Solar Lighting Retrofit $180 K 60K /Year Up to 3 Years Variable Frequency Drives $39 K 40%-50% Up to 2.5 years Interior Lighting Retrofits $15.5 K 30%-40% Up to 3.5 Years Sand Filter Replacement $550 k 30%-60% Up to 3.5 years 13. FUNDING MECHANISMS Capital budget for large projects and the annual capital budget for Rehabilitation & Replacement (R&R). City of Cape Canaveral, Florida - Energy Efficiency Assessment for Small Wastewater Systems FRWA Page B-3 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "C" - WASTEWATER NON -TREATMENT SYSTEM GROUPS - INVENTORY AND CONDITION For the purposes of the Asset Management Plan, wastewater non -treatment elements are grouped into functional groups for simplicity. To establish the funding priority for each group, two important rating criteria have been defined; "Criticality" and "Condition'. The numerical number scheme for each rating category is as follows: Criticality Numeric Rating: 0 - Non -Existent Asset not needed for the current operation - abandoned, standby status or no longer exists. 1 - Non -Critical Asset not essential to maintaining customer service or regulatory compliance. 2 - Low Impact Service interruption of this asset has only short term impact on a small number of customers and little chance of regulatory non- compliance. 3 - Critical Service interruption of this asset has substantial impact on customer service, a chance of negative environmental impact, damage to other assets or creates safety risks to the operators. 4 - Very Critical Interruption of service has serious impact on customer service, a high chance of negative environmental impact, severe damage possibility to other assets, high risk of dangerous conditions to the operators or major health/safety risks for the general population. 5 - Must Have Failure of this asset has a high risk of a catastrophic event, major customer service interruptions, serious environmental impact, long term damage to other assets, serious public health/ safety issues and likely regulatory enforcement action. Condition Numeric Rating (Compatible with the NASSCO pipe code matrix): 0 - Non -Existent Asset abandoned, on standby status or no longer exists. 1- Excellent Sound physical condition - likely to perform adequately without major rehabilitation for 20 years or more. 2 - Good Acceptable physical condition - minimal short-term failure risk but potential for deterioration in long-term. Only minor work required (if any). 3 - Fair Significant deterioration evident - failure unlikely within next 5 years but further deterioration likely and major rehabilitation or replacement likely within next 10 years. Minor components or isolated sections of the asset need rehabilitation or replacement soon but asset still functions safely at adequate level of service. Work required but asset is still serviceable. 4 - Poor Failure likely in short-term - need to rehabilitate or replace most or all of asset within next 5 years. No immediate risk to sustained service, but work required within next 5 years to ensure asset remains functional. Substantial work required in short-term, asset barely serviceable. 5 - Very Poor Failed or failure imminent - need to rehabilitate or replace most or all of this asset. Risk to sustained service exists or asset cannot be operated without risk to personnel. The four spreadsheets on the following pages list the Criticality Numeric Rating and the Condition Numeric Rating for each of the function treatment groups along with the expected remaining life and any projected rehabilitation, replacement or capacity expansion anticipated. These spreadsheets are intended to be working management tools to be updated and adjusted at least annually. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 20 of 28 r O u v y A y y 0 V O Ol v ss s eo v v F 3 3 o Ld xx Cd Ed x 00 V u 0 vv v �� w 4 4 4 4 0 0 0 0 0 v �7 � � O O O ifj c*j ifj i1j i1j N �i O U U v w v v 0 m b w G U m a U w 6' xc xc xc xc V U3: U U U v o O Rc r o rn rn "� o ; w F. v c -i ni xc m xc xc ori xc .o xc is xc xc o; xc N xc � 3 xs 0 0 0 0 0 0 0 0 0 0 0 V. 0 cn 0 0 �n U1 [I1 61 Ul [I1 11 cn Ul Ul Ul ui Ul (Y G G G G w m m m m Resolution No. 2016-04 Page C-2, City of Cape Canaveral, Lift Station #1 InSpec on`Form Overall LS Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in LS ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken sides / foundation ❑ Misaligned joints ❑ Roots at joints ❑ Visible infiltration Condition: 1 2 3 4 5 New Failinc Comments:' Good Condition — large ................................................................................................................................................................................................................ capacity pumping directly to plant, very critical. Three pumps, 201-11p, 47 Hp & 47 Hp. Emergency power provided. "N „W SER,IJ POLL CONTROL PANEL Date: May 8, 2015 Time: 10:46 A.M. / P.M. Inspector: James G. Yallaly, P.E. ALARM LICGTT HINGED ACCESS DOOR VENT GUIDE RAH FLOAT SWITCH I i i LEVEL ALARM MPTIONAEI INLET FLOATSWITCH INTERMDTENT OPERATION PG Vi TRAP CHECMLUVALVfVAL DISC" NOT PIPING - RAIL GUIDE - GUIDE RAK BASE Material: ❑ Brick / Mortar ❑ Pre -cast Concrete ❑ Lined ❑ other Run each pump for a short time. Did all pumps operate properly during inspection? Yes ❑ No ❑ Were any pumps clogged or suctions obstructed at the time ofinspection? Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 amps ........... .................................................................................................................................................................... .................................................................................................................... Record run time for each pump at the station. Analyze the runtime minutes onsite to Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ Check pump on/off floats for properoperation. Did all floats operate properly? Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the light flash? Exercise all lift station valves. Did all valves properly function? Yes No Exercise generator (if applicable) at lift station. Did the generator properly function. .................................................................................................................................................................................................................................................................................................................................................................................................................. Yes No ❑ D0exercise you ALL standby generators at least monthly for 15 to 30 minutes Yes No ❑ Surcharge / flooding indications?❑ grease / debris on sides F-1grease/ debris under / around / on cover ........................:................................................................................................................................................................................................................ Vermin or insects present? Yes ❑ No F-1 Description: Comments: 1 Sample Comments: Poor Structural Condition, Serviceable, Broken, Unsafe, Damaged, Corroded, Missing Grout, Needs Raising, Needs Lowering, Misaligned, Leaking, III -Fitting, Dirty, Bad Joint, Roots, Grease, Infiltration, Cracks Resolution No. 2016-04 City of Cape Canaveral, Lift Station #1 Inspection Form - Photo(s) EXHIBIT "A" tL{ S s._. Tri ,x '. Resolution No. 2016-04 Page C-3, City of Cape Canaveral, Lift Station #3 InSpec on `Form Overall LS Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in LS ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken sides / foundation ❑ Misaligned joints ❑ Roots at joints ❑ Visible infiltration Condition: 1 2 3 4 5 New Failinc Comments:' Good condition. Some ................................................................................................................................................................................................................ HZS corrosion on lid. Two pumps, 20 Hp & 20 Hp. Emergency power provided. Wet well walls recoated in 2009. "N „W SER,IJ POLL CONTROL PANEL Date: May 8, 2015 Time: 10:30 A.M. / P.M. Inspector: James G. Yallaly, P.E. ALARM LICGTT HINGED ACCESS DOOR VENT GUIDE RAH FLOAT SWITCH I i i LEVEL ALARM MPTIONAEI INLET FLOATSWITCH INTERMDTENT OPERATION PG Vi TRAP CHECMLUVALVfVAL DISC" NOT PIPING - RAIL GUIDE - GUIDE RAIL BASE Material: ❑ Brick / Mortar ❑ Pre -cast Concrete ❑ Lined ❑ other Run each pump for a short time. Did all pumps operate properly during inspection? Yes ❑ No ❑ Were any pumps clogged or suctions obstructed at the time ofinspection? Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 amps ........... .................................................................................................................................................................... .................................................................................................................... Record run time for each pump at the station. Analyze the runtime minutes onsite to Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ Check pump on/off floats for properoperation. Did all floats operate properly? Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the light flash? Exercise all lift station valves. Did all valves properly function? Yes No Exercise generator (if applicable) at lift station. Did the generator properly function. .................................................................................................................................................................................................................................................................................................................................................................................................................. Yes No ❑ D0exercise you ALL standby generators at least monthly for 15 to 30 minutes Yes No ❑ Surcharge / flooding indications?❑ grease / debris on sides F-1grease/ debris under / around / on cover ........................:................................................................................................................................................................................................................ Vermin or insects present? Yes ❑ No F-1 Description: Comments: .............................................................................................................................................................................................................................................................................................................................................................................. Large diameter inlet pipe from Port Canaveral — no longer serving the port. 1 Sample Comments: Poor Structural Condition, Serviceable, Broken, Unsafe, Damaged, Corroded, Missing Grout, Needs Raising, Needs Lowering, Misaligned, Leaking, III -Fitting, Dirty, Bad Joint, Roots, Grease, Infiltration, Cracks City of Cape Canaveral, Lift Station #3 Inspection Form - Photo(s) I Resolution No. 2016-04 EXHIBIT "A" Resolution No. 2016-04 Page C-4, City of Cape Canaveral, Lift Station #4 InSpec on `Form Overall LS Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in LS ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken sides / foundation ❑ Misaligned joints ❑ Roots at joints ❑ Visible infiltration Condition: 1 2 3 4 5 New Failinc Comments:' Located in modular home ................................................................................................................................................................................................................ development. Wet well walls coating nearly gone and recoating needed. Some HZS corrosion & some grease. 2 @ 10 Hp. "N „W SER,IJ POLL CONTROL PANEL Date: May 8, 2015 Time: 10:36 A.M. / P.M. Inspector: James G. Yallaly, P.E. ALARM LIGM HINGED ACCESS DOOR VEM GUIDE - RAH FLOAT SW17CH I i LEVEL ALAFN [OPTIONAL) INLET FLOATSWITEH INRERMDTEM OPERATION PG Vi TRAP CHECMLUVALVfVAL DISCHARGE PIPING - RAIL GUIDE - GUIDE RAIL BASE Material: ❑ Brick / Mortar ❑ Pre -cast Concrete ❑ Lined ❑ other Run each pump for a short time. Did all pumps operate properly during inspection? Yes ❑ No ❑ Were any pumps clogged or suctions obstructed at the time ofinspection? Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 amps ........... .................................................................................................................................................................... .................................................................................................................... Record run time for each pump at the station. Analyze the runtime minutes onsite to Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ Check pump on/off floats for properoperation. Did all floats operate properly? Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the light flash? Exercise all lift station valves. Did all valves properly function? Yes No Exercise generator (if applicable) at lift station. Did the generator properly function. .................................................................................................................................................................................................................................................................................................................................................................................................................. Yes No ❑ D0exercise you ALL standby generators at least monthly for 15 to 30 minutes Yes No ❑ Surcharge / flooding indications?❑ grease / debris on sides F-1grease/ debris under / around / on cover ........................:................................................................................................................................................................................................................ Vermin or insects present? Yes ❑ No F-1 Description: Comments: No photos for this station. 1 Sample Comments: Poor Structural Condition, Serviceable, Broken, Unsafe, Damaged, Corroded, Missing Grout, Needs Raising, Needs Lowering, Misaligned, Leaking, III -Fitting, Dirty, Bad Joint, Roots, Grease, Infiltration, Cracks Resolution No. 2016-04 Page C-5, City of Cape Canaveral, Lift Station #5 InSpec on `Form System: City of Cape Canaveral, Florida ............................................................................................................................................................................................... LS No. #5 LS Address: 306 Columbia Drive o GPSCoords.................................................o Overall LS Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in LS ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken sides / foundation ❑ Misaligned joints ❑ Roots at joints ❑ Visible infiltration Date: May 8, 2015 Time: A.M. / P.M. Inspector: James G. Yallaly, P.E. "N „W Yes ❑ SER,IJ POLL INRERMDSEM DPE�TGN ALARM LICJIT E] CONTROL PANEL HINGED ACCESS DOOR /( T 4ENI GUIDE RAIL 1 2 3 4 5 Yes ❑ No ❑ INRERMDSEM DPE�TGN Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 y `L'LUG YALK '�^" CHEC0.vAv Condition: Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? .................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ New Failin Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the liaht flash? DISCHARGE PIPING NAIL GUIDE Comments:' Above ground pumps, 2-31-11p, GUIDE RA0.iASE .......................................................................................................................................................................................................................... located in planned unit development. Some noise and odor complaints. Limited I Material: ❑ Brick / Mortar ❑ Pre -cast Concrete ❑ Lined access for maintenance. Recoat walls. I ❑ other Run each pump for a short time. Did all pumps operate properly during inspection? Yes ❑ No ❑ Were any pumps clogged or suctions obstructed at the time ofinspection? Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 amps .......... .................................................................................................................................................................... .................................................................................................................... Record run time for each pump at the station. Analyze the runtime minutes onsite to Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? .................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ Check pump on/off floats for properoperation. Did all floats operate properly? Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the liaht flash? Comments: 1 Sample Comments: Poor Structural Condition, Serviceable, Broken, Unsafe, Damaged, Corroded, Missing Grout, Needs Raising, Needs Lowering, Misaligned, Leaking, III -Fitting, Dirty, Bad Joint, Roots, Grease, Infiltration, Cracks City of Cape Canaveral, Lift Station #5 Inspection Form - Photo(s) Resolution No. 2016-04 EXHIBIT "A" 44 _V, Resolution No. 2016-04 Page C-6, City of Cape Canaveral, Lift Station #7 InSpec on `Form Overall LS Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in LS ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken sides / foundation ❑ Misaligned joints ❑ Roots at joints ❑ Visible infiltration Condition: 1 2 3 4 5 New Failinc Comments:' Some 1­112Scorrosion of pipe ................................................................................................................................................................................................................ elbows. Grease and hair problems noted. Duplex station with 7.5 Hp pumps. Emergency power provided. "N „W SER,IJ POLL CONTROL PANEL Date: May 8, 2015 Time: 10:13 A.M. / P.M. Inspector: James G. Yallaly, P.E. ALARM LICGTT HINGED ACCESS DOOR VENT GUIDE RAH FLOAT SWITCH I i i LEVEL ALARM MPTIONAEI INLET FLOATSWITCH INTERMDTENT 9PERATION PG Vi TRAP CHECMLUVALVfVAL DISC" NOT PIPING - RAIL GUIDE - GUIDE RAK BASE Material: ❑ Brick / Mortar ❑ Pre -cast Concrete ❑ Lined ❑ other Run each pump for a short time. Did all pumps operate properly during inspection? Yes ❑ No ❑ Were any pumps clogged or suctions obstructed at the time ofinspection? Yes ❑No E] Record current draw of each pump Pump 1 amps Pump 2 amps _:........................................................................................................... Pump 3 amps ........... .................................................................................................................................................................... .................................................................................................................... Record run time for each pump at the station. Analyze the runtime minutes onsite to Yes ❑ No ❑ locate any trouble. Do the pump runtime indicate any operational problem? ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Does wet well to need cleaning? Is there a buildup of grease & debris? Yes ❑ No ❑ Check pump on/off floats for properoperation. Did all floats operate properly? Yes N o _ Check high water float operation for alarm notification. Did the alarm telemetry /auto - Yes E] No E] dialer work? Did the alarm sound? Did the light flash? Exercise all lift station valves. Did all valves properly function? Yes No Exercise generator (if applicable) at lift station. Did the generator properly function. .................................................................................................................................................................................................................................................................................................................................................................................................................. Yes No ❑ D0exercise you ALL standby generators at least monthly for 15 to 30 minutes Yes No ❑ Surcharge / flooding indications?❑ grease / debris on sides F-1grease/ debris under / around / on cover ........................:................................................................................................................................................................................................................ Vermin or insects present? Yes ❑ No F-1 Description: Comments: ............................................................................................................................................................................................................ This station is scheduled to be relocated. 1 Sample Comments: Poor Structural Condition, Serviceable, Broken, Unsafe, Damaged, Corroded, Missing Grout, Needs Raising, Needs Lowering, Misaligned, Leaking, III -Fitting, Dirty, Bad Joint, Roots, Grease, Infiltration, Cracks City of Cape Canaveral, Lift Station #7 Inspection Form - Photo(s) A R. 0�= 6"!. uo+f Resolution No. 2016-04 EXHIBIT "A" Resolution No. 2016-04 Page C-7, City of Cape Canaveral, MH Upstream from $l�"I#i "Alt System: City of Cape Canaveral Date: May 8, 2015 MH No. Time: 10:48 A.M. I P.M. . , MH Address:Inspector: James a ryYallaly,P.E. Overall Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in MH / channel ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken shelf or foundation ❑ Cracked / broken sides or walls ❑ Misaligned joints / loose bricks ❑ Roots at joints ❑ Visible infiltration Show north arrow, label inlets & outlets, sizes and flow direction Overflow or diversion lines present? ........................................................................................................................................................................................................................................................................................................................................... Other utility lines present? Including force main outfall? Drop line present/ visible? Internal / External Surcharge/ flooding indications? ❑ grease / debris on sides Clarity of Flow? ................................................................................................... Flow Conditions? Flow Conditions? Vermin or insects present? Yes ❑ No ❑ Yes❑ No ❑ Yes ❑ No ❑ ❑ grease / debris on shelf ❑ clear sewage appearance ....................................................... I ❑ turbulent ❑ high Summarize all inspections and Action Items into a report and submit with the Bacteria Rule Demonstration Checklist. Resolution No. 2016-04 City of Cape Canaveral, Manhole Upstream from Lift Station #1 EXHIBIT "A" l,� Resolution No. 2016-04 Page C-8, City of Cape Canaveral, MH Upstream fromBLS `�3 System: City of Cape Canaveral Date: May 8, 2015 MH No. Time: 10:36 A.M. I P.M. . , MH Address:Inspector: James a ryYallaly,P.E. Overall Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in MH / channel ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken shelf or foundation ❑ Cracked / broken sides or walls ❑ Misaligned joints / loose bricks ❑ Roots at joints ❑ Visible infiltration Show north arrow, label inlets & outlets, sizes and flow direction Overflow or diversion lines present? ........................................................................................................................................................................................................................................................................................................................................... Other utility lines present? Including force main outfall? Drop line present/ visible? Internal / External Surcharge/ flooding indications? ❑ grease / debris on sides Clarity of Flow? ................................................................................................... Flow Conditions? Flow Conditions? Vermin or insects present? Yes ❑ No ❑ Yes❑ No ❑ Yes ❑ No ❑ ❑ grease / debris on shelf ❑ clear sewage appearance ....................................................... I ❑ turbulent ❑ high Summarize all inspections and Action Items into a report and submit with the Bacteria Rule Demonstration Checklist. Resolution No. 2016-04 City of Cape Canaveral, Manhole Upstream from Lift Station #3 EXHIBIT "A" 40 Resolution No. 2016-04 Page C-9, City of Cape Canaveral, MH Upstream fromBLS `�s System: City of Cape Canaveral Date: May 8, 2015 MH No. Time: 11:06 A.M. I P.M. . , MH Address:Inspector: James a ryYallaly,P.E. Overall Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in MH / channel ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken shelf or foundation ❑ Cracked / broken sides or walls ❑ Misaligned joints / loose bricks ❑ Roots at joints ❑ Visible infiltration Show north arrow, label inlets & outlets, sizes and flow direction Overflow or diversion lines present? ........................................................................................................................................................................................................................................................................................................................................... Other utility lines present? Including force main outfall? Drop line present/ visible? Internal / External Surcharge/ flooding indications? ❑ grease / debris on sides Clarity of Flow? ................................................................................................... Flow Conditions? Flow Conditions? Vermin or insects present? Yes ❑ No ❑ Yes❑ No ❑ Yes ❑ No ❑ ❑ grease / debris on shelf ❑ clear sewage appearance ....................................................... I ❑ turbulent ❑ high Summarize all inspections and Action Items into a report and submit with the Bacteria Rule Demonstration Checklist. City of Cape Canaveral, Manhole Upstream from Lift Station #5 Resolution No. 2016-04 EXHIBIT "A" w Oe 'aA i r' A&MME Not q. Resolution No. 2016-04 Page C-10, City of Cape Canaveral, MH Upstream Trop til#7 System: City of Cape Canaveral Date: May 8, 2015 MH No. Time: 10:23 A.M. / P.M. . , MH Address:Inspector: James a ryYallaly,P.E. Overall Condition: (check all that apply) ❑ Good / Satisfactory ❑ Debris / Solids Buildup in MH / channel ❑ Needs Maintenance (describe in comments) ❑ Needs Repair (describe in comments) ❑ Cracked / broken shelf or foundation ❑ Cracked / broken sides or walls ❑ Misaligned joints / loose bricks ❑ Roots at joints ❑ Visible infiltration Show north arrow, label inlets & outlets, sizes and flow direction Overflow or diversion lines present? ........................................................................................................................................................................................................................................................................................................................................... Other utility lines present? Including force main outfall? Drop line present/ visible? Internal / External Surcharge/ flooding indications? ❑ grease / debris on sides Clarity of Flow? ................................................................................................... Flow Conditions? Flow Conditions? Vermin or insects present? Yes ❑ No ❑ Yes❑ No ❑ Yes ❑ No ❑ ❑ grease / debris on shelf ❑ clear sewage appearance ....................................................... I ❑ turbulent ❑ high Summarize all inspections and Action Items into a report and submit with the Bacteria Rule Demonstration Checklist. City of Cape Canaveral, Manhole Upstream from Lift Station # 7 ti Resolution No. 2016-04 EXHIBIT "A" Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "D" - CURRENT ASSET VALUE Based upon the Comprehensive Annual Financial Report, at the end of September, 2014, the Wastewater Fund had a net capital assets value of $13,892,808. The wastewater utility fixed assets have an accounting life of 40 years and land does not depreciate. The original wastewater treatment facility was constructed in 1966 and rehabilitated in 1996. The wastewater collection system construction date could not be determined; however, much of the system is aging. The "book value' of these depreciated assets would be considered less than its actual current functional value. "Replacement cost" is another method of evaluating the capital assets value, but this results in a future useful life of the facilities much longer than the actual existing assets, thus is also not representative of the true value. The municipality utilizes a purchase price and amortization method to track asset valuations. Another method that can be considered to assist in obtaining asset values is a "Market Value" evaluation. Market value could be defined as the dollar amount that a willing seller and a willing buyer could agree upon. For the purpose of this plan, preliminary market value formulas have been developed and will be adjusted with each update of this plan report and as more historical data become available. The spreadsheet on the following page indicates an approach to projecting current market value of the wastewater utility. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 21 of 28 Resolution No. 2016-04 City of Cape Canaveral - Fiscal Sustainability Plan Analysis & Asset Management Plan -Wastewater UtilitU BIT "A" Appendix "D" - Fixed Assets Preliminary Market Value Projections 15-Jun45 Municipal Wastewater Collection and Treatment Facilities: Preliminary Market Value Projections for Wastewater Treatment Fixed Assets: $ 9,100,000.00 Formula Constant: I I $ 100,000.00 Formula Variable: per 1 MGD Capacity $ 5,000,000.00 1 $ 9,000,000.00 Permitted Capacity MGD 1.800 Preliminary Market Value Projections for Non -Treatment Fixed Assets: $ 9,567,000.00 Formula Constant: $ 100,000.00 Formula Variable: $ 9,467,000.00 Unit Unit Value Units 6" Dia Gravity Sewers LF $ 30.00 0 8" Dia Gravity Sewers LF $ 36.00 0 10" Dia Gravity Sewer LF $ 43.00 99000 6" Dia Force Mains LF $ 30.00 0 Hwy or stream crossings $ 500.00 0 Manholes Each $ 2,000.00 330 Lift Stations Each $ 350,000.00 13 Preliminary Market Value Projections for both Treatment and Non -Treatment Fixed Assets: $ 18,667,000.00 Note: For the purposes of this calculation, an equivalent of 10" diameter gravity sewers are used and the force mains are included in the lift station value. Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "E"- TREATMENT AND SYSTEM OPERATION AND MAINTENANCE COSTS (O&M) From the "Comprehensive Annual Financial Report" for the fiscal year ending September 30, 2014, indicated wastewater utility revenue and expenses as shown below: Operating Revenue - Charges for Service Operating Expenses Personal services $1,175,980 Materials and supplies $ 133,382 Other operating and maintenance $ 636,671 Depreciation $ 867,181 Operating Income This does not include non-operating revenues and expenses and other transfers. The Wastewater Fund's net position ending September 30, 2014, was $15,090,280. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 22 of 28 $3,569,928 $2,813,214 $ 756,714 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "F" - FIVE-YEAR CAPITAL IMPROVEMENT PLAN (CIP) Fixed Asset Capital improvements include rehabilitation, replacement and capacity expansion. As indicated earlier, the first $25,000 of expenditures for rehabilitation and replacement should come from the operating budget. The Capital Improvement Plan (CIP) should look five years into the future. The City of Cape Canaveral has a Five -Year Capital Improvement Plan (CIP) for the Wastewater Fund and is shown in Appendix "F" page F-2. Major capital improvements included are as follows: The Grit/Bar Screen Replacement Project includes the replacement of the headworks at the WWTP. Excessive amounts of larger debris are currently passing through the existing headworks and into the wastewater treatment train thus reducing efficiency. This was included in the FY 2014-15 capital budget and is not shown in the Appendix "F" schedules. The Oxidation Ditch Improvements Project includes the complete redesign of the oxidation ditch system at the WWTP. There is currently no redundancy with the oxidation ditch design. The redesign will provide a second oxidation ditch process for use in emergency situations and will allow for improved maintenance. The work will include refurbishment of all pumps and valves for a more efficient system and installing a cover over the existing oxidation ditch to limit offsite spray. A" Preliminary Design Report" for the "WWTP Improvements for Oxidation Ditch Rehabilitation' was prepared by Tetra Tech. The construction phasing is critical to this project since the oxygen ditch is a single unit without redundancy. The City's Sludge Belt Press is over 20 years old and will be refurbished. Its purpose is to press solids from the wastewater process and direct the solids into dumpsters for transport and disposal at the Brevard County Landfill. The Project also includes expansion of the belt press building and purchase/ installation of an additional sludge belt press to provide redundancy in the treatment process. The Reclaimed Water Tank Project includes the construction of a new 2.5 million gallon reclaimed water tank at the WWTP. The Tank will allow the City to eliminate discharges of treated wastewater to the Banana River and provide additional reclaimed water to residents, Port Canaveral and the City of Cocoa Beach. The Holman Road Sanitary Sewer Improvements Project was developed to alleviate sewer back-up in a residence along Holman Road and to increase sewer capacity. The sanitary sewer line located beneath Holman Road will be replaced with a 10 -inch diameter pipe. This work is the first phase of a three phased project to replace the entire sanitary sewer line to Lift Station #2 located along Center Street. The Force Main #3 Replacement Project includes the replacement of the oldest force main in the City which was installed over 25 years ago and has experienced numerous breaks over the past few years. The new force main will connect Lift Station #3 to the force main located along Thurm Boulevard. The Lift Station #6 (Imperial Drive) and #7 (West Central Boulevard) Upgrades include improvements to these two lift stations due to continued growth along the northern State Road A1A corridor. Lift Station #7 will also be relocated to City -owned property in Manatee Sanctuary Park. As a tool in determining the annual amount needed for the R&R program, the preliminary market value was determined using a unit price value scheme, as shown in Section II (c). FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 23 of 28 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 On this basis, the annual R&R budget projects are as follows: • Water Reclamation Facility • Wastewater Collection System $273,000 per year $288,000 per year Determining the projects to be included in each annual R&R should be based upon a priority rating system to include the specific asset's "Criticality' and "Condition'. This requires an up-to-date condition assessment data program. The R&R capital program doesn't include capacity expansion, but renews the specific existing asset components over their life expectancy. The spreadsheet on the following page indicates the targeted planning projects for the "Five -Year Wastewater Capital Improvement Plan - Fixed Assets'. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 24 of 28 i 15 N In O LfS N N N N o0 01 N N N � fmmA ER fA � EH � rl W W N � EA W J3 J3 � EA W N o r o A A A A � x� W A A A � X 0 o c "'r 4 44 o � x � v 'o cam. m U v v v F v v v v 3 0 F 0 0 0 .4 v P4 P4 x F u � v v 0 v u u Resolution No. 2016-04 CITY OF CAPE CANAVERAL CAPITAL IMPROVEMENT PROGRAM PAGE F-2 WASTEWATER ENTERPRISE CAPITAL FUND SUMMARY RVE YEAR PLAN Project Summary: 1 W1111'' EXHIBIT CIP # ENTERPRISE CAPITAL FUND EC -1 Force Main Replacements 185,000 155,000 EC - 2 Oxidation Ditch Reconfiguration 1,950,000 231,000 EC -3 TCU Radio Replacements 10,500 ECA 4 Sludge Belt Press Refurbishment 814,400 EC -5 Reclaimed Water Tank 1,212,000 EC -6 Holman Road Improvements 676,775 EC -7 RAS Pump Replacements 15,500 16,000 EC -8 RAS Pump Motor Replacements 8,000 8,000 8,000 EC -9 Lift Station Rehabilitations 586,100 409,500 EC - 10 WAS Pump Replacements 16,000 EC - 11 IWAS Pump Motor Replacements 8,000 EC -12 Internal Recycle Pump Replacements 15,500 16,000 16,500 EC -13 Internal Recycle Pump Motor Replacements 8,000 EC -14 Reclaimed Water Pump Replacements 8,100 8,200 8,300 8,400 EC -15 Reclaimed Water Pump Motor Replacements 8,100 EC -16 Lift Station Pump Replacements 25,500 26,000 26,500 27,000 27,500 EC -17 1 Emergency Generators 45,000 45,000 EC -18 Transfer Basin Pump Replacements 16,000 17,000 EC -19 Transfer Basin Pump Motor Replacements 15,500 EC - 20 Pre -Treatment System Upgrade 75,000 EC - 21 Variable Frequency Drive Installations 7,600 7,700 EC -22 ISludge Holding Blower Replacements 50,000 15,000 EC - 23 Bleach System Upgrades 11,000 EC - 24 Clarifier Cover Improvements 80,000 EC - 25 Sand Filter Improvements 16,000 32,000 EC -26 Computer and Server Replacements 41,500 3,000 6,000 1 6,000 3,000 EC - 27 Office Equipment Upgrades 8,000 15,000 EC - 28 Banana River Park Phases 11/III - WW 20,000 EC - 29 Vehicle Replacements - WWTP 28,000 56,000 EC -30 WWTP Generator Replacement - 130,000 EC - 31 Instrumentation Upgrades 12,000 12,000 12,000 EC - 32 Wastewater Sampler Replacements 7,000 EC - 33 WWTP SCADA System - 125,000 EC -34 Mixer Replacements 8,400 EC - 35 TSS Oven Replacement 5,000 EC - 36 Intermediate Pump Station By-pass 32,000 250,000 EC - 37 Shop Equipment - Heavy Duty Tools 3,000 EC -38 Distilled Water System Replacement 16,800 EC -39 Defibrillators 400 4,000 400 EC - 40 Piermount Mixer Rehabilitations 22,000 EC -41 WWTP Facility Fence Replacement 70,000 EC - 42 Refrigerator Replacement 8,500 EC - 43 Reclaimed Pump Enclosure 52,000 EC - 44 Other Pump/Motor Enclosures 115,000 EC -45 WWTPElectrical/Lighting Replacement 180,000 EC - 46 WWTP Lab Dishwasher Replacement 6,000 EC -47 AC Unit Upgrades 14,000 14,000 EC -48 Maintenance Software Purchase/Maintenance 10,910 1,135 1,135 1,135 1,135 Total Enterprise Capital Fund $ 5,804,285 $ 783,835 $ 822,235 $ 604,735 $ 258,535 F- I W Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "G" - FUNDING RATE STRUCTURE FOR O&M AND CIP The City of Cape Canaveral retained the professional services of Raftelis Financial Consultant, Inc. to prepare a "Sewer System Rate Study" in 2012, which is reprinted on the following pages. The study is an in-depth evaluation of the revenue needs and recommended an appropriated user rate structure. The City has implemented the findings of the study. The proposed rate for a single family residential unit using 5,000 gallons per month of potable water is $38.82 and for 10,000 gallons of reclaimed water is $6.00. Under the new rate structure, single family residential units generate approximately 22% of the revenue, multi -family approximately 62% and the remaining from other property types. FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 25 of 28 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer System Rate Study February 2012 Prepared by: RFC RAFTELIS FINANCIAL CONSULTANTS, INC. RFC■ 976 Lake Baldwin Lane, Suite 204 Orlando • Florida • 32814 RAFTELIS FINANCIAL CONSULTANTS, INC. February 1, 2012 Mr. John M. McGinnis Financial Services Department City of Cape Canaveral 105 Polk Avenue P.O. Box 326 Cape Canaveral, Florida 32920-0326 Subject: Sewer System Rate Study (the "Study") Dear Mr. McGinnis: Resolution No. 2016-04 EXHIBIT "A" Phone 407.271.4775 www.raftelis.com Fax 407.730.5941 Raftelis Financial Consultants, Inc. (RFC) is pleased to present herein our Report concerning a multi-year Sewer System Rate Study authorized by the City of Cape Canaveral (the "City"). Study objectives in addition to revenue sufficiency included the development of appropriate provisions allowing for equitable recovery of costs from all class of customers including those being provided reclaimed water. This Report contains findings, conclusions, recommendations and supporting analysis associated with the design and determination of recommended sewer customer reclassifications, rate structure modifications, reclaimed water rates and sewer rate component adjustments for the next five fiscal years ending 2015/16. We wish to acknowledge the assistance provided by your excellent staff and thank the City for the opportunity to be of service. Very truly yours, Raftelis Financial Consultants, Inc. Marco H. Rocca, C.M.C. Director of Florida Operations Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Table of Contents ExecutiveSummary.................................................................................................................................... ES -1 Findings, Conclusions and Recommendations....................................................................................... ES -6 Findings and Conclusions............................................................................................................ ES -6 Recommendations......................................................................................................................... ES -6 General................................................................................................................................................................1 Existing Sewer Revenue Generating System.................................................................................................1 ExistingSewer Customers................................................................................................................................ 2 Proposed Reclassification and Implementation of Reclaimed Water Rates................................3 Commercial Customer Classification................................................................................................3 Rental Property Equivalency Basis and Usage Rate Attribute....................................................... 4 Reclaimed Water Class and Cost Recovery Basis............................................................................ 4 Overview of Customer Classification, Equivalency Basis and Rate Structure Changes............ 5 ProjectedSewer Customers.............................................................................................................................. 5 FiscalRequirements........................................................................................................................................... 5 Net Rate Requirements for Fiscal Year 2011/12 ............................................................................ 6 Allocation of Net Rate Requirements............................................................................................... 7 Rate Determinants by Customer Class............................................................................................. 7 ProposedUser Rates............................................................................................................................ 8 Results of Reclassification, Modification and Adjustments........................................................... 8 Multi -Year Revenue Sufficiencv......................................................................................................... 9 Proposed Multi -Year User Rates....................................................................................................... 9 RateImpact on Typical Bills..........................................................................................................................10 Comparisons to Other Communities...........................................................................................................10 ProformaOperating Results..........................................................................................................................11 ReserveFund Balances...................................................................................................................................12 Capital Improvement Program Sources and Uses......................................................................................13 Findings, Conclusions and Recommendations............................................................................................14 Findingsand Conclusions.................................................................................................................14 Recommendations..............................................................................................................................14 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer List of Tables Table ES -1. Projected Revenue Sufficiency............................................................................................ ES -2 Table ES -2. Schedule of Proposed Multi -Year Rates and Charges ..................................................... ES -2 Table ES -3. Typical Bill Impact of Proposed Rate Adjustments by Customer Class ...................... ES -3 Table ES -4. Other Utility Comparison.................................................................................................... ES -4 Table ES -5. Proforma Operating Statement and Fund Balances........................................................ ES -5 Table1. Existing Rates......................................................................................................................................2 Table2. Existing ERU Basis............................................................................................................................ 2 Table 3. FY 2009/10 Customer ERUs, Usage and Revenue Relationships.............................................3 Table 4. Summary of Cost Recovery Changes.............................................................................................. 5 Table 5. Projected Fiscal Requirements.......................................................................................................... 6 Table6. Net Rate Requirement....................................................................................................................... 7 Table7. Cost Allocations.................................................................................................................................. 7 Table 8. Rate Determinants by Customer Class............................................................................................ 8 Table 9. Determination of Proposed User Rates for Fiscal Year 2011/12 ............................................... 8 Table 10. FY 2011/12 Proposed Customer ERUs, Usage and Revenue Relationships ......................... 8 Table 11. Projected Net Rate Requirements..................................................................................................9 Table 12. Schedule of Proposed Multi -Year User Rates..............................................................................9 Table 13. Other Utility Comparison.............................................................................................................11 Table 14. Proforma Operating Statement....................................................................................................12 Table15. Fund Balances.................................................................................................................................13 Table16. CIP Sources and Uses....................................................................................................................13 List of Graphs Graph ES -1. 2009/10 Customer ERUs, Usage and Revenue Relationships ..................................... ES -1 Graph ES -2. 2011/12 Proposed Typical Bill Impacts.......................................................................... ES -3 Graph ES -3. FY 2011/12 Proposed Customer ERUs, Usage and Revenue Relationships ............ ES -4 Graph 1. 2011/12 Proposed Typical Bill Impacts......................................................................................10 List of Schedules Schedule 1. Sewer Customer Accounts, ERUs and Billable Flow Projections ..................................... S-1 Schedule 2. Net Rate Fiscal Requirements................................................................................................. S-2 Schedule 3. Capital Improvement Program............................................................................................... S-4 Schedule4. Cost Allocations........................................................................................................................ S-5 Schedule 5. Results of Proposed Rate Adjustments................................................................................. S-7 M Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Executive Summary The City of Cape Canaveral, Florida (the "City") retained Raftelis Financial Consultants, Inc. (RFC) to conduct a Sewer System Rate Study (the "Study") providing multi-year recommendations for revenue sufficiency through just and equitable cost recovery. The Study utilized a comprehensive approach that incorporated reviews and analyses of customers, operations, and financial requirements, which are discussed in the following portions of this report. The Study process concluded that certain customer reclassifications, rate structure modifications and the addition of charges for reclaimed water services would be necessary to implement uniform rate adjustments on a just and equitable basis. The City's Sewer Utility (the "Utility") customer and financial data were collected and analyzed to identify the relationships between the demands (ERUs), service (Usage) and cost recovery (Revenues) by customer class. The findings of this important ratemaking exercise, as illustrated in Graph ES -1, is that certain imbalances existed, which could be corrected to better normalize these relationships. (In reading this graph, the closer the relationship between ERUs, Usage and Revenues within each customer class, the more normalized are the results; as can be observed, the Revenue green bar associated with Commercial exceeds both the ERU blue bar and the Usage red bar.) PW Graph ES -1. 2009/10 Customer ERUs, Usage and Rev Relationships 80% 70% 60% 50% 40% 30% 20% 10% 0% Single Family Multi -Family Commercial ■ ERUs ■ Usage ■ Revenues The next item of ratemaking concern involves the sufficiency of revenues to meet the projected fiscal requirements through 2015/16, based on existing rates. This analysis process included the assumption that future expenses would be subject to inflation and that a long-term loan would be ES -1 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer required to fund $2,000,000 of the Capital Improvement Program (CIP). The results of this analysis are reflected on Table ES -1, which shows the need for additional revenues in future periods. Table ES -1. Projected Revenue Sufficiency' 2011/12 2012/13 2013/14 2014/15 2015/16 O&M Expenses $2,352,100 $2,440,300 $2,532,300 $2,627,500 $2,726,300 Debt Service 727,200 805,100 805,100 805,100 553,400 Transfers 243,400 250,000 270,400 288,900 307,100 Capital from Rates 34,000 34,000 34,000 34,000 34,000 Subtotal $3,356,700 $3,529,400 $3,641,800 $3,755,500 $3,620,800 Other Revenues 79,600 79,600 79,600 79,600 79,600 Total Fiscal Requirement $3,277,100 $3,449,800 $3,562,200 $3,675,900 $3,541,200 User Revenues 3,491,900 3,491,900 3,491,900 3,491,900 3,491,900 Difference Amount $ 214,800 $ 42,100 $ (70,300) $ (184,000) $ (49,300) Difference Percent 6.15% 1.21% -2.01% -5.27% -1.41% 1 Assumes fiscal requirements are increased to account for inflation and proposed debt service on CIP debt, and revenues remain at current rates. The Study addressed the previously discussed customer imbalances and revenue shortfall in future fiscal years through: (i) the reclassification of connections with multi -dwelling rentals within the Commercial and Multi -Family classes to a new customer classification of Rental Property; (ii) adjustment of the Commercail rate factor from 3.0 to 1.25; and (iii) implementaion of a flat rate for recovery of Reclaimed Water service. Revenue shortflalls in the following fiscal years were addressed through uniform rate adjustments of 5.5 percent for fiscal year 2012/13 followed by 5.0 percent for each successive fiscal year. The individual rates and changes for the multi-year period through fiscal year 2015/16 based on the criteria discussed above are reflected in Table ES -2. Table ES -2. Schedule of Proposed Multi -Year Rates and Charges 2010/11 2011/121 2012/13 2013/14 2014/15 2015/16 Customer Charge per Bill All Classes $1.55 $1.64 $1.74 $1.83 $1.93 $2.03 Readiness to Serve Charge per ERU Single Family $13.38 $14.18 $14.96 $15.71 $16.50 $17.33 Commercial $40.14 $17.73 $18.71 $19.65 $20.64 $21.68 Rental Property N/A $14.18 $14.96 $15.71 $16.50 $17.33 Public Buildings $13.38 $14.18 $14.96 $15.71 $16.50 $17.33 Usage Rate per 1,000 gal. Single Family $4.34 $4.60 $4.86 $5.11 $5.37 $5.64 Commercial $13.02 $5.75 $6.07 $6.38 $6.70 $7.04 Rental Property N/A $4.60 $4.86 $5.11 $5.37 $5.64 Public Buildings $4.34 $4.60 $4.86 $5.11 $5.37 $5.64 Sewer Flat Rate Multi -Family $22.92 $24.30 $25.64 $26.93 $28.28 $29.70 Reclaimed Water Flat Rate per ERIC All Classes $0.00 $6.00 $6.33 $6.65 $6.99 $7.34 1 Rates were increased by 6.0% on January 1, 2012. The rate classification and rate structure modifications to Commercial, Rental Property and Reclaimed Water classifications are proposed to be effective as of July 1, 2012. ES -2 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Examples of the result of these proposed rate changes on typical billings for customer class are shown in Table ES -3, as summarized from Schedules 5A, B, C and D, and illustrated in Graph ES - 2. It should be noted that: 1) the Bill Amt and % Diff for fiscal year 2011/12 are the results of all the changes discusssed in (i), (ii) and (iii) above; and 2) the slight difference between the stated adjustment percentages and the % Diff in the table are due to rounding of the individual rates to the nearest penny as provided in Table ES -2. Table ES -3. Typical Bill Impact of Proposed Rate Adjustments By Customer Class The proposed typical bill impact for fiscal year 2011/12 differs among the customer classes due to the determination of rates and charges based on apportioned fiscal requirements and customer class determinants for each customer class. Once these relationships between ERUs, Usage and apportioned fiscal requirements have been established, rate adjustments for future years can be conducted through uniform amounts. Illustrated in Graph ES -2 are the differences in typical billing impacts that each customer in each customer class will experience pursuant to the proposed rate changes. The changes for residential customers, Single and Multi -Family, fall within the low six percent range. Commercial class connections are projected to experience a onetime significant decrease based on reducing the previous rate factor on the Readiness to Serve Charge and Usage Rate from three hundred percent to one hundred and twenty-five percent. The varied decreases for those customers that are included within the new Rental Property are also due to the previously stated reduction in the rate factor. ES -3 2010/11 2011/12 2012/13 2013/14 2014/15 2015/16 Class Bill Amt Bill Amt % Diff Bill Amt % Diff Bill Amt % Diff Bill Amt % Diff Bill Amt % Diff Single Family $36.63 $38.82 5.98% $41.00 5.62% $43.09 5.10% $45.28 5.08% $47.56 5.04% Multi -Family $22.92 $24.30 6.01% $25.64 5.53% $26.93 5.03% $28.28 5.01% $29.70 5.02% Commercial $106.79 $48.12 -54.94% $50.80 5.57% $53.38 5.08% $56.07 5.04% $58.91 5.07% Rental Property $9,067.16 $4,854.74 -46.46% $5,127.05 5.61% $5,389.38 5.12% $5,661.69 5.05% $5,945.82 5.02% Note: Single Family, Multi -Family and Commercial based on 5,000 gal usage. Rental Property based on average of actual usage for the four Rental Property accounts. The proposed typical bill impact for fiscal year 2011/12 differs among the customer classes due to the determination of rates and charges based on apportioned fiscal requirements and customer class determinants for each customer class. Once these relationships between ERUs, Usage and apportioned fiscal requirements have been established, rate adjustments for future years can be conducted through uniform amounts. Illustrated in Graph ES -2 are the differences in typical billing impacts that each customer in each customer class will experience pursuant to the proposed rate changes. The changes for residential customers, Single and Multi -Family, fall within the low six percent range. Commercial class connections are projected to experience a onetime significant decrease based on reducing the previous rate factor on the Readiness to Serve Charge and Usage Rate from three hundred percent to one hundred and twenty-five percent. The varied decreases for those customers that are included within the new Rental Property are also due to the previously stated reduction in the rate factor. ES -3 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Graph ES -3 is provided to illustrate the effectiveness of the proposed reclassification and rate structure modifications on providing a closer relationship between ERUs, Usage and Revenue for each customer class. As illustrated in the graph, the green bar more closely approximates the levels of the blue and red bars. Graph ES -3 FY 2011/12 Proposed Customer ERUs, Usage 80"/o and Revenue Relationships 70% 60% 50% 40% 30% 20% 10% 0% Single Family Multi -Family Commercial Rental Property ■ ERUs ■ Usage ■ Revenues A comparison of typical Single Family monthly wastewater service and reclaimed water service bill amounts, exclusive of taxes and other charges, is provided in Table ES -4. It is important to note that utilities throughout Florida and the nation differ significantly in the way they are capitalized, operate, service areas, customer characteristics, geographical location, quality of service, community standards and many other factors. These differences are all reflected in the amounts charged and impact on customer classes. Table ES -4. Other Utility Comparison Single Family 5,000 gal Sewer and Reclaimed 10,000 gal Service ES -4 Sewer Reclaimed City of Cape Canaveral Existing $36.63 $0.00 Proposed $38.82 $6.00 Neighboring Utilities Brevard County Barefoot Bay $52.61 $6.00 North Brevard $32.66 $6.00 Indian River County $30.17 $6.00 City of Cocoa $38.81 $7.00 City of Cocoa Beach $24.09 $6.00 ES -4 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Table ES -4. Other Utility Comparison (continued) Single Family 5,000 gal Sewer and Reclaimed 10,000 gal Service City of Holly Hill City of Melbourne City of New Smyrna Beach City of Ormond Beach City of Palm Bay City of Rockledge City of Vero Beach City of West Melbourne Average of Other Utilities Sewer Reclaimed $33.41 N/A $39.69 $8.00 $34.77 $10.00 $28.36 $16.00 $37.24 $18.42 $26.65 $10.00 $37.84 $19.20 $55.22 $8.00 $36.27 $10.05 The effectiveness of the proposed changes to provide revenues that are sufficient to provide for the projected fiscal requirements including debt service for a proposed loan and reestablish necessary reserve levels is demonstrated in Table ES -5 as summarized from Tables 14 and 15 in the body of this Report. The additional surpluses in the Proforma Operating Statement are accumulated in the Unrestricted Operation Reserve Fund to assist in reestablishing necessary levels of reserves to address creditworthiness of the Utility and be available for emergencies. Table ES -5. Proforma Operating Statement and Fund Balances 2011/12 2012/13 2013/14 2014/15 2015/16 Operating Proforma Fiscal Requirements $3,356,700 $3,526,600 $3,637,800 $3,758,800 $3,633,600 Other Revenues 79,600 85,000 88,400 86,400 86,600 Net Rate Requirements $3,277,100 $3,441,600 $3,549,400 $3,672,400 $3,547,000 User Revenues 3,412,500 3,449,300 3,627,000 3,813,000 4,008,300 Surplus (Deficit) $135,400 $7,700 $77,600 $140,600 $461,300 Fund Balances Unrestricted Operating Reserve Fund Beginning Balance $ 1,647,900 $ 1,372,300 $ 1,380,000 $ 1,457,600 $ 1,159,000 Annual Operating Surplus 135,400 7,700 77,600 140,600 461,300 Transfer in from DSRF - - - - 435,500 Transfer to Project Fund 411,000 - - 439,200 367,400 Ending Balance $ 1,372,300 $ 1,380,000 $ 1,457,600 $ 1,159,000 $ 1,688,400 Expansion Fund Beginning Balance $ 49,800 Assessment Fees - Transfer to Project Fund - Interest Earnings 400 Ending Balance $ 50,200 $ 50,200 $ 72,900 $ 15,900 $ 39,700 22,300 23,000 23,700 24,400 - 80,000 - - 400 - 100 300 $ 72,900 $ 15,900 $ 39,700 $ 64,400 ES -5 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Findings and Conclusions The findings and recommendations presented herein were formulated based on reviews, analyses, community standards and ratemaking principles all predicated on existing and anticipated conditions. 1. 2. 3. a. The existing rates are not sufficient to fully fund the current budgeted and projected operating, debt service, transfers and other requirements of the Utility. b. The study made provisions to increase the revenues generated by the system and provide for debt funding of CIP to minimize the annual cash requirements. a. Uses of reserves accumulated from the prior year's earnings to address the rate deficiencies are not adequate and depletion of the reserves will reflect negatively on the Utility's creditworthiness. b. Debt funding is to be initiated to reduce the burden on operating reserves and rate funded pay-as-you-go capital funding needs. a. The current rate structure does not fully address the customer characteristics and community standards, and places an undue burden on certain customer classes. b. Reclaimed water service is a valuable service and costs for such services should be recovered from those who benefit through a rate structure that does not require an added expense of metering usage. c. Connections with multi -dwelling rental activities exhibit unique characteristics and should be classified independent of other Commercial and Multi -Family connections with an equivalency basis relating to dwelling units in lieu of meter size. d. The rate factor currently utilized for Commercial connections no longer reflects the additional demand and loading characteristics of non-residential connections. Recommendations Pursuant to the objectives, findings and conclusions previously discussed and the reviews, analyses, and assumptions summarized herein, along with the needs of the community, the application of ratemaking principles, and the consultant's experience with similar utilities, it is recommended that: 1. The City proceed to revise the applicable sections of the Code of Ordinance to reflect the Rental Property and Reclaimed Water customer classifications including the basis of determining equivalencies and applicable rate structures. 2. The City proceed to adopt the multi-year rates identified herein as summarized in Table 12 with an effective date of the first full billing period after October 1 of each fiscal year. 3. The City secure a minimum of $2,000,000 in construction proceeds from the issuance of long term debt on or before April 2012. ES -6 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer 4. A reevaluation of revenue sufficiency be conducted in the event of any material change in customers, operations, fiscal requirements or other items that adversely affect the Utility. The revenues, expenses, costs, and criteria associated with ratemaking are representative of averages that are developed primarily from historic and projected data. A significant amount of historical review and analysis together with the development of assumptions based on prudent engineering, financial, and ratemaking relationships have been utilized in the development of the proposed rates, fees, and charges proposed herein. Some of the assumptions will inevitably change or not materialize and unanticipated events may occur which could significantly change the results presented herein. The findings, conclusions and recommendations presented herein were formulated based on reviews, analysis and input from City staff, together with and predicated on existing conditions, community standards and ratemaking principles. ES -7 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer General The City of Cape Canaveral, Florida (the "City") retained Raftelis Financial Consultants, Inc. (RFC) to provide professional services concerning a multi-year Sewer System Rate Study (the "Study") with the primary goal and objective being that the recommendations result in: (i) operating revenues, which together with other available resources, that are sufficient to provide for 100 percent of the fiscal requirements for the City's Sewer Utility (the "Utility"); (ii) just and equitable rate structure and rates; and (iii) administratively compatible and publicly understandable system of cost recovery. Important considerations that the City specifically requested were the evaluation of the Commercial rate structure and the cost recovery of reclaimed water services. The Study uses a methodology predicated on cost of service ratemaking principles that also takes into consideration the existing rate structure, City policies, economic conditions, and community standards. This process results in cost recovery provisions where reasonable relationships exist between the amounts paid by customers and the benefits /services provided to the customers. Sewer related customer benefits and services include the availability of service capacity, the collection, treatment, environmentally responsible disposal of treated effluent and provision of reclaimed water for reuse purposes. The approach used in this Study followed ratemaking protocol, which includes reviews of historic, current and projected customers by category, fiscal requirements and enterprise financials. The approach also takes into consideration concerns the City and community have regarding the appropriateness of the criteria used for Commercial customers. The results of this Study contain forecasts and results that are based on assumptions of future events, which will inevitably change; however, a significant amount of historical reviews and analyses, together with the development of assumptions based on prudent engineering, financial and ratemaking relationships, have been utilized in the development of the findings, conclusions and recommendations presented herein. Existing Sewer Revenue Generating System The Utility's existing cost recovery system for providing sewer service is comprised of. (i) user rates and charges (monthly usage charges); (ii) other charges for services (special service requests, penalties, interest earnings, reclaimed water hook-up fees, miscellaneous services, etc.); and (iii) Assessment Fees from new connections. It should be noted that operating revenues provided through user rates and charges, and other charges for services are unrestricted and primarily utilized to pay the Utility's operating and maintenance expenses and capital improvements; whereas Assessment Fee revenues, which are actually impact fees, are restricted and limited for use in expansion related projects and debt service. The Utility's existing cost recovery system was last adjusted with the adoption of Resolution No. 2007-25 on September, 18 2007, effective January 1, 2008, and provided for annual rate adjustments through fiscal year 2011/12. The existing rate structure provides for the following: 1. Sewer Customer Charge — a uniform charge per bill. 2. Sewer Readiness To Serve Charge — a uniform charge per Equivalent Residential Unit (ERU), where one ERU is equal to the service characteristics of a Single Family dwelling unit. 3. Sewer Usage Cost — a charge based on the recorded billable metered water usage and a uniform rate per 1,000 gallons. 4. Flat Charge — a flat charge per residential dwelling unit for Multi -Family class only. 1 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer Summarized in Table 1 are the existing rate component amounts effective as of January 1, 2011. It should be noted that the City currently does not charge for reclaimed water to customers within the City's service area nor to the City of Cocoa Beach and Port Canaveral, which have agreements for reclaimed water. Table 1. Existing Rates Amount Customer Billing Charge per Bill $ 1.64 Monthly Readiness to Serve per ERU 1 $14.18 Usage Rate per 1,000 gallons of Usage' $ 4.60 Monthly Flat Charge (Multi -Family only) $ 24.30 1 Commercial connection at 3.0 times. Other operating revenues consist of amounts accumulated from specific charges for specific services provided including: (i) inspection/tap fees; (ii) wastewater discharge permit fees; and (iii) reuse hook- up fees; as well as late charges, penalty income, interest income and other miscellaneous charges. All new connections to the Utility are required to pay an Assessment Fee based on $2,337.81 per ERU. Assessment Fee revenues are accounted for separately with their use limited to expenditures relating to system expansion facilities and debt service. Existing Sewer Customers Customer classifications as established through the Rate Ordinance consist of. (i) Single Family - detached residential dwelling units other than mobile homes; (ii) Multi -Family - attached residential dwelling units either individually or master metered; (iii) Commercial - nonresidential connections; and (iv) Public Buildings - all connections associated with public purposes by any department or branch of government, state, county or municipal, without reference to the ownership of the building or of the realty upon which it is situated. Also established through the Rate Ordinance is the equivalency basis referred to as ERU, which relates a Single Family dwelling unit to other customer classifications, dwelling units and sizes of connection. The ERU basis for Single Family, Commercial and Public Building classifications is shown in Table 2. Table 2. Existing ERU Basis Meter Size ERU 3/4" 1.00 1.0" 2.50 1.5" 5.00 2.0" 8.00 3.0" 15.00 4.0" 25.00 6.0" 60.00 8.0" 80.00 A billing frequency analysis was conducted on the billing records for fiscal year 2009/10 containing the recorded customer activities. The primary purpose of the billing frequency analysis is to identify the relationships between the demands (ERUs), service (Usage) and cost recovery (Revenues) by customer class. Summarized in Table 3 are the results of the billing frequency analysis, indicating 2 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer relative differences between ERUs, Usage and Revenues, namely within the Commercial class. These differences are primarily due to the effects of the existing rate structure and rates, which are addressed in this Study. Table 3. FY 2009/10 Customer ERUs, Usage and Revenue Relationships 1 In thousands of gallons. 2 Single Family Billable Usage was capped at 7,000 gallons per month in FY 2009/10. It is no longer capped. Proposed Reclassification and Implementation of Reclaimed Water Rates An important aspect of classifying customers, selecting rate structures, establishing equivalency criteria and setting rates is to address the requirements of Chapter 180.13 (2) F.S, which in part states: "(2) The city council, or other legislative body of the municipality, by whatever name known, may establish just and equitable rates or charges to be paid to the municipality for the use of the utility by each person, ..." Just refers to the relationship between the costs of services and the benefits of such services to the customer; whereas, equitable refers to similarity and consistency of charges within and among all customer classes. Just and equitable cost recovery results in reasonable relationships between cost and services such that customers do not either overly benefit from or subsidize other customer services due to classification, equivalency, rate structure and/or rate attributes. A review of the current cost recovery system identified two areas directly affecting the Utility's ability to maintain just and equitable charges for services. These two areas are: 1) the level of revenues provided by the Commercial customer class; and 2) the provision of reclaimed water to certain properties within the City at no charge. These areas of concern can be addressed through customer reclassification, rate structure modifications and implementation of reclaimed water rates. Commercial Customer Classification Commercial customers, as illustrated in Table 3, accounted for 4.8 percent of the total ERUs, contribute 15.1 percent of the billable flow and provide 25.2 percent of the revenues. This unbalance between ERUs, flow and revenue is due to both the characteristics of some of the customers currently included within this classification and the current policy of increasing Commercial rates by three times the Single Family rate. The Commercial class includes connections whose businesses are that of a hotel, motel or similar rental operation, which are materially different from the operations of the standard grouping of other Commercial connections (retail stores, offices, restaurants, etc.). Considering that the Utility's existing customer categories recognize connections with multiple dwelling units as a separate category and after review of ratemaking principles together with discussions with City staff, this Study concluded that it is appropriate to add a new Rental Property user class consisting of connections with multiple dwelling units that are rented/leased. The addition of this new customer class necessitates the review and development of appropriate rate setting attributes for both the remaining Commercial connections and the newly identified Rental Property connections. Commercial connections are currently identified pursuant to meter 3 Average (monthly) Billable Usage Revenues Connections % ERUs % Amount' % Amount % Single Family' 1,717 65.3% 1,723 19.6% 65,374 20.5% $ 558,393 18.0% Multi -Family 728 27.7% 6,582 74.7% 198,210 62.2% 1,720,389 55.4% Commercial 149 5.7% 423 4.8% 47,990 15.1% 783,625 25.2% Public Building 36 1.4% 81 0.9% 7,004 2.2% 41,544 1.3% Total 2,630 100.0% 8,809 100.0% 318,578 100.0% $ 3,103,951 100.0% 1 In thousands of gallons. 2 Single Family Billable Usage was capped at 7,000 gallons per month in FY 2009/10. It is no longer capped. Proposed Reclassification and Implementation of Reclaimed Water Rates An important aspect of classifying customers, selecting rate structures, establishing equivalency criteria and setting rates is to address the requirements of Chapter 180.13 (2) F.S, which in part states: "(2) The city council, or other legislative body of the municipality, by whatever name known, may establish just and equitable rates or charges to be paid to the municipality for the use of the utility by each person, ..." Just refers to the relationship between the costs of services and the benefits of such services to the customer; whereas, equitable refers to similarity and consistency of charges within and among all customer classes. Just and equitable cost recovery results in reasonable relationships between cost and services such that customers do not either overly benefit from or subsidize other customer services due to classification, equivalency, rate structure and/or rate attributes. A review of the current cost recovery system identified two areas directly affecting the Utility's ability to maintain just and equitable charges for services. These two areas are: 1) the level of revenues provided by the Commercial customer class; and 2) the provision of reclaimed water to certain properties within the City at no charge. These areas of concern can be addressed through customer reclassification, rate structure modifications and implementation of reclaimed water rates. Commercial Customer Classification Commercial customers, as illustrated in Table 3, accounted for 4.8 percent of the total ERUs, contribute 15.1 percent of the billable flow and provide 25.2 percent of the revenues. This unbalance between ERUs, flow and revenue is due to both the characteristics of some of the customers currently included within this classification and the current policy of increasing Commercial rates by three times the Single Family rate. The Commercial class includes connections whose businesses are that of a hotel, motel or similar rental operation, which are materially different from the operations of the standard grouping of other Commercial connections (retail stores, offices, restaurants, etc.). Considering that the Utility's existing customer categories recognize connections with multiple dwelling units as a separate category and after review of ratemaking principles together with discussions with City staff, this Study concluded that it is appropriate to add a new Rental Property user class consisting of connections with multiple dwelling units that are rented/leased. The addition of this new customer class necessitates the review and development of appropriate rate setting attributes for both the remaining Commercial connections and the newly identified Rental Property connections. Commercial connections are currently identified pursuant to meter 3 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer equivalency criteria that reasonably reflect the demand and service levels associated with the size of each connection's water meter. This is a common and nationally accepted ratemaking practice and, therefore, no change is being considered pursuant to the use of meter equivalency criteria. However, reducing the existing Commercial charge factor to better represent Commercial service cost characteristics is advisable. This Study does recognize that commercial customers as a class have the propensity to discharge wastewater containing higher loading characteristics than domestic flows, and can place higher levels of service demands on the system and pose greater chemical and financial risks to the system than residential customers. Considering these factors and the composition of remaining commercial connections, this Study proposed a reduction from 3.0 to 1.25 as a reasonable basis to address the differences between residential and commercial cost recovery. Rental Property Equivalency Basis and Usage Rate Attribute The selection of an equivalency basis for Rental Property customers relies upon similar criteria as used to set the existing equivalency basis for Multi -Family connections. The criteria utilize the number of dwelling units as the basis for setting each connection's ERUs. The primary difference in selection of equivalencies between Multi -Family and Rental Property categories is that Multi -Family dwelling units in general are similar in wastewater discharge characteristic (sewer fixture units) to that of Single Family dwelling units; whereas, Rental Property dwelling units in general do not have kitchen and additional bath facilities associated with most Multi -Family and Single Family dwellings. A sewer fixture unit relates to a drain or opening that allows for the discharge of wastewater. Therefore, the level of demand associated with Rental Property connections is lower than for Multi - Family connections. This distinction allows for the use of a 0.75 equivalency factor in determining the ERUs for Rental Property connections. Further review of the Rental Property customer class identified that unlike the flow characteristics of Multi -Family connections, which allowed for setting a Flat Rate per dwelling unit, the flow associated with Rental Property connections involve activities that are materially different and not as consistent as those for Multi -Family connections. Therefore, this Study proposes that in addition to a Customer Service Charge per bill and Readiness to Service Charge per dwelling unit, each Rental Property pays for metered flow based on a uniform Usage Rate. Reclaimed Water Class and Cost Recovery Basis Information provided by the City indicates that, in addition to providing bulk reclaimed water to the City of Cocoa Beach and Port Canaveral, the Utility provides reclaimed water to approximately 1,103 properties through unmetered 1, 2 and 4 -inch lines. Currently, the costs for reclaimed water services, including wastewater effluent filtration, disinfection, storage, pumping and distribution, are not recovered individually from those who directly benefit, as the services are free of charges. The cost of providing the reclaimed water service is included in and recovered from the other charges for services. In developing a rate structure and rates for reclaimed water services, it is important to realize that currently due to unmetered connections it is impractical and cost prohibitive at this time to meter the usage of each connection. Unlike potable water that is used for many different purposes and allows for classification of different customers, reclaimed water is primarily for irrigation purposes and therefore representative of one customer class. Additionally, the existing system of assessing ERUs based on dwelling unit or water meter size is not applicable and requires a new equivalency basis be established to identify service levels among the different sizes of connections to the 4 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer reclaimed water system. An equivalency basis referred to as Equivalent Reclaimed Irrigation Connections (ERIC) is proposed setting the service levels for charge purposes as: 1 -inch connection = 1 ERIC 2 -inch connection = 4 ERICs 4 -inch connection = 12 ERICs The rate structure for Reclaimed Water connections is limited to a flat monthly charge per ERIC due to the unmetered condition of all connections. Overview of Customer Classification, Equivalency Basis and Rate Structure Changes The proposed changes and modifications are intended to provide closer relationships between and among the customers with respect to the cost recovery of sewer services than previously identified through the billing frequency analysis shown in Table 3. Summarized in Table 4 are descriptions of the proposed adjustments and modification to the Utility's system of cost recovery. Table 4. Summary of Cost Recovery Changes Customer Class Equivalency Basis Rate Structure Single Family No Chane No Change Multi -Family No Chane No Change Public Buildings No Chane No Change Commercial No Chane Rate Index Reduction From 3.0 to 1.25 Rental Property 0.75 ERU Per Dwelling Unit Addition of Billing Charge Per Bill, Readiness To Service Charge per ERU And Usage Rate Per 1,000 Gal. Reclaimed Water Per Line Size Addition of a Flat Rate Per ERIC plus a Billing Charge Per Bill if billed separately Projected Sewer Customers Projections of Sewer Customers for the five year projection period is based on a review of historic activities, available land use within the City's sewer service area and discussions with City staff. The results, primarily due to the current economic conditions, suggest that the growth amount is relatively small and limited. The growth projections by customer class consist of the following, as summarized from Schedule 1: • Single Family customers are projected to increase by 2 connections per year. • Multi -Family customers are projected to increase by an average of 7 equivalencies per year. • Rental Property customers are projected to increase by 120 Dwelling Units in FY 2012/13 with the addition of an assisted living center. • Commercial and Public Building are projected to remain constant with no increases. Fiscal Requirements Fiscal requirements consist of all expenditures required for the Sewer enterprise regardless of classification. In general, the fiscal requirements can be categorized as Operating and Maintenance (O&M) Expenses, Debt Service, Transfers and Capital as summarized below: • O&M Expenses — consists of fixed and variable expenses related to labor, materials, supplies, services, etc. required to manage and operate the Utility at the required level of service; 61 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer • Debt Service — consists of principle and interest on bonds, loans or other debt instruments with associated revenue requirements pursuant to covenants contained in the loan agreement or debt authorizing resolution. Debt Service can also include payments associated with capital leases and classified pursuant to the seniority of the lien provision on the security or payment provisions of the debt. • Transfers — consist of payments in lieu of taxes, provisions for reserves including Renewal and Replacement (R&R) and/or other specified purposes. • Capital — consists of scheduled expenditures pursuant to the City's adopted Capital Improvement Program (CIP) funded from operations, reserves, debt or other sources. The City's Annual Budget for Fiscal Year 2011/12 (the "Budget") was used as the basis for projecting the fiscal requirements for the five year period ending fiscal year 2015/16. This total fiscal requirement is comprised of. 1) amounts to be funded by operating sources (annual cash flow from user rates, other revenues); and 2) amounts associated with capital requirements derived from operating sources, existing reserves, debt proceeds and/or grants. Projected fiscal requirements in Table 5, as summarized from Schedules 2 and 3, include annual escalations for inflation and growth, allowance for R&R to address ongoing system refurbishments and debt service for proposed debt to provide $2,000,000 for capital improvements. Table 5. Projected Fiscal Requirements Total Fiscal Requirement $4,197,900 $4,334,000 $4,462,800 $4,215,400 $4,001,000 1 Includes provision for proposed CIP funding Net Rate Requirements for Fiscal Year 2011/12 Net rate requirements refer to the required amount of revenues that need to be generated from user rates and charges after Other Revenues and CIP amounts have been subtracted from total fiscal requirements. Fiscal year 2011/12 was selected for the initial rate determination period with rates for subsequent fiscal years to be adjusted based on revenue sufficiency requirements. A uniform percentage revenue sufficiency adjustment for fiscal year 2011/12 is not applicable due to proposed reclassification, addition of reclaimed water rates and reduction of the Commercial rate factor. Additionally, the use of existing Utility reserves to reduce the net rate requirements is not contemplated or advisable. The Utility reserves at this time are considered minimal and should not be used in lieu of generating the required revenues from modifications and adjustments to the schedule of rates and charges for sewer and reclaimed water services to customers within the City's service area. Furthermore, providing for increasing the level of unrestricted reserves and establishing an R&R reserve will increase the Utility's creditworthiness, provide funding for future cost effective projects and allow opportunities for future rate stabilization. The net rate requirement for fiscal year 2011/12 is provided below in Table 6. 6 2011/12 2012/13 2013/14 2014/15 2015/16 O&M Expenses $2,352,100 $2,440,300 $2,532,300 $2,627,500 $2,726,200 Debt Service 1 727,200 805,100 805,100 805,100 553,400 Transfers 243,400 247,200 266,400 292,200 320,000 Capital from Rates 34,000 34,000 34,000 34,000 34,000 Subtotal $3,356,700 $3,526,600 $3,637,800 $3,758,800 $3,633,600 CIP 841,200 807,400 825,000 456,600 367,400 Total Fiscal Requirement $4,197,900 $4,334,000 $4,462,800 $4,215,400 $4,001,000 1 Includes provision for proposed CIP funding Net Rate Requirements for Fiscal Year 2011/12 Net rate requirements refer to the required amount of revenues that need to be generated from user rates and charges after Other Revenues and CIP amounts have been subtracted from total fiscal requirements. Fiscal year 2011/12 was selected for the initial rate determination period with rates for subsequent fiscal years to be adjusted based on revenue sufficiency requirements. A uniform percentage revenue sufficiency adjustment for fiscal year 2011/12 is not applicable due to proposed reclassification, addition of reclaimed water rates and reduction of the Commercial rate factor. Additionally, the use of existing Utility reserves to reduce the net rate requirements is not contemplated or advisable. The Utility reserves at this time are considered minimal and should not be used in lieu of generating the required revenues from modifications and adjustments to the schedule of rates and charges for sewer and reclaimed water services to customers within the City's service area. Furthermore, providing for increasing the level of unrestricted reserves and establishing an R&R reserve will increase the Utility's creditworthiness, provide funding for future cost effective projects and allow opportunities for future rate stabilization. The net rate requirement for fiscal year 2011/12 is provided below in Table 6. 6 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer Table 6. Net Rate Requirement O&M Expenses Debt Service 1 Transfers Capital from Rates _ Subtotal $3,356,700 Other Revenue 79,600 Net Rate Requirement $3,277,100 1 Includes provision for proposed CIP funding 2011/12 $2,352,100 727,200 243,400 34,000 Allocation of Net Rate Requirements Determination of each charge or rate is dependent on cost allocations pursuant to reasonable relationships between the cost and rate service component. The cost allocations shown in Table 7 as summarized from Schedule 4 will be used as the cost basis in determining the individual charges and rates that comprise the user rate revenue generation system for the Utility. Cost allocations for Multi -Family takes into consideration certain system cost savings economies, such as less expense and maintenance for gravity sewer facilities. O&M Debt Service Transfers Capital Total Allocated Other Revenues Net Rate Req. Table 7. Cost Allocations $ 3,356,700 $ 51,500 $ 548,100 $ 689,300 $ 1,050,500 $ 859,100 $ 158,200 79,600 - 78,600 - - - 1,000 $ 3,277,100 $ 51,500 $ 469,500 $ 689,300 $ 1,050,500 $ 859,100 $ 157,200 Rate Determinants by Customer Class Rate determinants represent the number of billing events, ERUs and/or 1,000's of billable gallons that function as the denominator with respect to calculating each charge or rate. Determination of the rate determinants is based on the equivalency basis and rate structure identified for each customer as previously summarized in Table 4. Dividing the rate determinants into the amount of costs apportioned for each rate element provides the functional rate for each rate structure component. For ratemaking purposes the: (i) total number of accounts/connections are used to determine the monthly Customer Service Charge; (ii) total number of ERUs are used to determine the monthly Readiness to Serve Charge; (iii) total amount of usage is used to determine the Usage Rate per 1,000 gallons; and (iv) the total ERICs are used to determine the Reclaimed Water flat charge. It should be noted that the Multi -Family flat charge is determined through the use of both Multi -Family ERUs and usage. Rate determinants associated with Sewer and Reclaimed Water services by customer class are summarized in Table 8. 7 Customer Readiness Usage Multi -Family Reclaimed Total Charge To Serve Rate ERU Usage Water $ 2,352,100 $ 36,000 $ 384,100 $ 483,000 $ 736,000 $ 602,000 $ 111,000 727,200 11,300 118,700 149,400 227,700 186,100 34,000 243,400 3,700 39,700 50,000 76,200 62,300 11,500 34,000 500 5,600 6,900 10,600 8,700 1,700 $ 3,356,700 $ 51,500 $ 548,100 $ 689,300 $ 1,050,500 $ 859,100 $ 158,200 79,600 - 78,600 - - - 1,000 $ 3,277,100 $ 51,500 $ 469,500 $ 689,300 $ 1,050,500 $ 859,100 $ 157,200 Rate Determinants by Customer Class Rate determinants represent the number of billing events, ERUs and/or 1,000's of billable gallons that function as the denominator with respect to calculating each charge or rate. Determination of the rate determinants is based on the equivalency basis and rate structure identified for each customer as previously summarized in Table 4. Dividing the rate determinants into the amount of costs apportioned for each rate element provides the functional rate for each rate structure component. For ratemaking purposes the: (i) total number of accounts/connections are used to determine the monthly Customer Service Charge; (ii) total number of ERUs are used to determine the monthly Readiness to Serve Charge; (iii) total amount of usage is used to determine the Usage Rate per 1,000 gallons; and (iv) the total ERICs are used to determine the Reclaimed Water flat charge. It should be noted that the Multi -Family flat charge is determined through the use of both Multi -Family ERUs and usage. Rate determinants associated with Sewer and Reclaimed Water services by customer class are summarized in Table 8. 7 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Table 8. Rate Determinants by Customer Class Accounts Single Family 1,717 Multi -Family 728 Commercial 143 Rental Properties 6 Public Buildings 36 Total 1 In thousands of gallons. Multi -Family ERUs Usage' ERU 1,723 76,882 6,582 409 18,139 551 34,018 76 7,144 2,630 2,759 136,183 6,582 Reclaimed ERIC 835 1,205 88 57 2,185 Proposed User Rates The proposed values of the rate structure components were developed based on the aforementioned cost allocations and rate determinants. The proposed user rates for fiscal year 2011/12, together with the cost allocation, determinants, existing user rate and differences presented in Table 9. Table 9. Determination of Proposed User Rates for Fiscal Year 2011/12 1 Result of dividing Allocated Net Rate Requirement by Annual Determinants Results of Reclassification, Modifications and Adjustments The customer ERU, Usage and Revenue relationships previously presented in Table 3 reflected relative differences in cost recovery among the various customer classes. Redevelopment of a similar analysis predicated on the proposed reclassification, modifications and adjustments result in the relative relationships between the customer classes being more closely aligned. The results of these proposed changes, shown in Table 10, demonstrate the effectiveness of reestablishing a rate structure and rates that are reasonably just and equitable to all customers. Table 10. FY 2011/12 Proposed Customer ERUs, Usage and Revenue Relationships Customer Readiness Usage Multi -Family Reclaimed Charge To Serve Rate Flat Rate Flat Rate Allocated Net Rate Requirement $ 51,500 $ 469,500 $ 689,300 $ 1,909,600 $ 157,200 Annual Determinants 31,560 33,108 136,183 78,984 26,220 User Rate per Determinant 1 $ 1.64 $ 14.19 $ 5.07 $ 24.18 $ 5.99 Existing $ 1.64 $ 14.18 $ 4.60 $ 24.30 $ - Amount Difference $ - $ 0.01 $ 0.47 $ (0.12) $ 5.99 Percentage Difference 0.00% 0.07% 10.22% -0.49% N/A 1 Result of dividing Allocated Net Rate Requirement by Annual Determinants Results of Reclassification, Modifications and Adjustments The customer ERU, Usage and Revenue relationships previously presented in Table 3 reflected relative differences in cost recovery among the various customer classes. Redevelopment of a similar analysis predicated on the proposed reclassification, modifications and adjustments result in the relative relationships between the customer classes being more closely aligned. The results of these proposed changes, shown in Table 10, demonstrate the effectiveness of reestablishing a rate structure and rates that are reasonably just and equitable to all customers. Table 10. FY 2011/12 Proposed Customer ERUs, Usage and Revenue Relationships 1 In thousands of gallons. 2 Revenues from July 1, 2012 through September 30, 2012. M Average (monthly) Annual Usage Revenues Connections % ERUs % Amount 1 % Amount 2 % Single Family 1,717 65.3% 1,723 18.4% 76,882 23.2% $ 185,100 23.0% Multi -Family 728 27.7% 6,582 70.5% 198,210 59.9% 505,100 62.7% Commercial 143 5.4% 409 4.4% 14,511 4.4% 40,600 5.0% Rental Properties 6 0.2% 551 5.9% 34,018 10.3% 62,600 7.8% Public Bldg. 36 1.4% 76 0.8% 7,144 2.2% 12,600 1.6% Grand Total 2,630 100.0% 9,341 100.0% 330,765 100.0% $ 806,000 100.0% 1 In thousands of gallons. 2 Revenues from July 1, 2012 through September 30, 2012. M Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Multi -Year Revenue Sufficiency The fiscal requirements previously established for the five year Study period included allowances for R&R but did not have any provisions to address increasing the unrestricted operating reserves to levels that will address creditworthiness and provide for emergencies. Proposed herein are future rate adjustments that will continue to meet the forecasted increases resulting from inflation and additionally gradually build the operating reserves to desired levels. The forecasted fiscal requirements together with rate adjustments are shown in Table 11. Table 11. Projected Net Rate Requirements 2011/12 2012/13 2013/14 2014/15 2015/16 O&M Expenses $2,352,100 $2,440,300 $2,532,300 $2,627,500 $2,726,200 Debt Service 727,200 805,100 805,100 805,100 553,400 Trans to GF & R&R 1 253,400 294,300 305,800 315,000 324,500 Trans to Operating Reserve 2,000 25,500 107,000 192,000 535,900 Capital from Rates 50,500 50,500 50,500 50,500 50,500 Subtotal $3,385,200 $3,615,700 $3,800,700 $3,990,100 $4,190,500 Other Revenue 79,600 83,000 86,700 85,100 86,100 Net Rate Requirement $3,305,600 $3,532,700 $3,714,000 $3,905,000 $4,104,400 Future Rate Adjustments 5.50% 5.00% 5.00% 5.00% 1 Transfers for R&R are based on 3.5% of prior year's revenues for 2012/13, 4.0% for 2013/14, 4.5% for 2014/15 and 5.0% 2015/16. Proposed Multi -Year User Rates The schedule of user rates and charges for fiscal years 2011/12 through 2015/16 are presented in Table 12. The rates and charges were adjusted by the annual percentages shown in Table 10; however, the calculated percentage of any particular rate adjustment may be slightly different due to rounding the rate or charge to a whole penny. Table 12. Schedule of Proposed Multi -Year User Rates 2010/11 2011/121 2012/13 2013/14 2014/15 2015/16 Customer Charge per Bill All Classes $1.55 $1.64 Readiness to Serve Charge per ERU Single Family $13.38 $14.18 Commercial $40.14 $17.73 Rental Property N/A Public Buildings $13.38 Usage Rate per 1,000 gal. Single Family $4.34 Commercial $13.02 Rental Property N/A Public Buildings $4.34 Sewer Flat Rate $17.33 $14.18 $14.18 $1.74 $1.83 $1.93 $2.03 $14.96 $15.71 $16.50 $17.33 $18.71 $19.65 $20.64 $21.68 $14.96 $15.71 $16.50 $17.33 $14.96 $15.71 $16.50 $17.33 $4.60 $4.86 $5.11 $5.37 $5.64 $5.75 $6.07 $6.38 $6.70 $7.04 $4.60 $4.86 $5.11 $5.37 $5.64 $4.60 $4.86 $5.11 $5.37 $5.64 Multi -Family $22.92 $24.30 $25.64 $26.93 $28.28 $29.70 Reclaimed Water Flat Rate per ERIC All Classes $0.00 $6.00 $6.33 $6.65 $6.99 $7.34 1 Rates were increased by 6.0% on January 1, 2012. The rate classification and rate structure modifications to Commercial, Rental Property and Reclaimed Water classifications are proposed to be effective as of July 1, 2012. Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Rate Impact on Typical Bills The impact of the proposed reclassifications, equivalency adjustments and rate structure modification on typical monthly charges are illustrated in Graph 1. The typical bill impact for a Single Family connection is based on 5,000 gallons of monthly service; whereas the Multi -Family comparison is based on a flat Charge per dwelling unit. Commercial connections regardless of usage will experience the typical impact reflected on the graph. Impacts for each Rental Property connection was developed using actual fiscal year 2009/10 monthly average usage for each individual customer. The impacts on other usage levels for the proposed rate modifications and adjustments are further provided on the Schedules 5A, B, C and D for Single Family, Multi -Family, Commercial and Rental Property, respectively. 10.00% 0.00% -10.00% -20.00% -30.00% -40.00% -50.00% -60.00% Graph 1. 2011/12 Proposed Typical Bill Impacts 6.0% 6.0% ■ Single Family ■ Multi -Family ■ Commercial ® Rental Property Comparisons to Other Communities A comparison of typical Single Family monthly wastewater service and reclaimed water service bill amounts, exclusive of taxes and other charges, is provided in Table 13. It is important to note that utilities throughout Florida and the nation differ significantly in the way they are capitalized, operate, service areas, customer characteristics, geographical location, quality of service, community standards and many other factors. These differences are all reflected in the amounts charged and impact on customer classes. 10 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Table 13. Other Utility Comparison (Single Family 5,000 monthly Sewer Service and Reclaimed Water 10,000 gallon monthly Service) Proforma Operating Results The projected results of the proposed rates and charges for the five fiscal years through 2015/16 are shown in Table 14. The projections utilize the previously discussed and identified: (i) minimal customer growth; (ii) fiscal requirements including provisions for additional CIP; and (iii) proposed rates and charges. The Proforma clearly demonstrates the ability of the rate revenue generated from the proposed classification, equivalency basis, and rate adjustments together with Other Revenues and without transfers from prior earnings to: • Fully fund the budgeted operating and maintenance requirements; • Pay existing and proposed debt service; • Provide funding for R&R improvements; and • Replenish the unrestricted operating reserves. 11 Reclaimed Sewer Water City of Cape Canaveral Existing $36.63 $0.00 Proposed $38.82 $6.00 Neighboring Utilities Brevard County Barefoot Bay $52.61 $6.00 North Brevard $32.66 $6.00 Indian River County $30.17 $6.00 City of Cocoa $38.81 $7.00 City of Cocoa Beach $24.09 $6.00 City of Holly Hill $33.41 City of Melbourne $39.69 $8.00 City of New Smyrna Beach $34.77 $10.00 City of Ormond Beach $28.36 $16.00 City of Palm Bay $37.24 $18.42 City of Rockledge $26.65 $10.00 City of Vero Beach $37.84 $19.20 City of West Melbourne $55.22 $8.00 Average of Other Utilities $36.27 $10.05 Proforma Operating Results The projected results of the proposed rates and charges for the five fiscal years through 2015/16 are shown in Table 14. The projections utilize the previously discussed and identified: (i) minimal customer growth; (ii) fiscal requirements including provisions for additional CIP; and (iii) proposed rates and charges. The Proforma clearly demonstrates the ability of the rate revenue generated from the proposed classification, equivalency basis, and rate adjustments together with Other Revenues and without transfers from prior earnings to: • Fully fund the budgeted operating and maintenance requirements; • Pay existing and proposed debt service; • Provide funding for R&R improvements; and • Replenish the unrestricted operating reserves. 11 City of Cape Canaveral Sewer Table 14. Proforma Operating Statement User Revenue Single Family Multi -Family Commercial Rental Property Public Buildings Reclaimed Water Subtotal User Revenue Other Revenues Total Revenues O&M Expenses Net Revenues Debt Service Existing Loans Proposed CIP Funding Total Debt Service Balance After Debt Service Non -Operating Transfer to General Fund R&R Capital From Rates Total Non -Operating Net Surplus/ (Deficit) Resolution No. 2016-04 EXHIBIT "A" 2011/12 2012/13 2013/14 2014/15 2015/16 $ 671,000 $ 719,700 $ 757,200 $ 796,500 $ 837,600 1,906,300 2,042,500 2,147,600 2,257,700 2,373,600 687,300 164,500 172,800 181,500 190,800 62,600 307,600 323,500 339,800 356,900 46,000 49,100 51,600 54,200 57,000 39,300 165,900 174,300 183,300 192,400 $ 3,412,500 $ 3,449,300 $ 3,627,000 $ 3,813,000 $ 4,008,300 79,600 85,000 88,400 86,400 86,600 $ 3,492,100 $ 3,534,300 $ 3,715,400 $ 3,899,400 $ 4,094,900 2,352,100 2,440,300 2,532,300 2,627,500 2,726,200 $ 1,140,000 $ 1,094,000 $ 1,183,100 $ 1,271,900 $ 1,368,700 $ 649,400 77,800 $ 727,200 $ 412,800 $ 125,000 118,400 34,000 $ 649,400 155,700 $ 805,100 $ 288,900 $ 125,000 122,200 34,000 $ 649,400 155,700 $ 805,100 $ 378,000 $ 125,000 141,400 34,000 $ 649,400 155,700 $ 805,100 $ 466,800 $ 125,000 167,200 34,000 $ 397,700 155,700 $ 553,400 $ 815,300 $ 125,000 195,000 34,000 $ 277,400 $ 281,200 $ 300,400 $ 326,200 $ 354,000 $ 135,400 $ 7,700 $ 77,600 $ 140,600 $ 461,300 Reserve Fund Balances Reserve balances are vital elements in maintaining a fiscally sound utility and, for the purpose of the Study, consideration is given to the Operating Reserve and Assessment Fee Funds. Although other funds may exist, such as a Debt Service Reserve and Sinking Funds for compliance with debt obligations, they are not directly involved in the process of ratemaking. The Operating Reserve Fund is unrestricted and accumulates funds that can be used for any lawful purpose. The Assessment Fee Fund is restricted for the accumulation and disbursement of Assessment Fees (Impact Fees) paid by new connections to the Utility. The annual activities for the Operating Reserve and Assessment Fee Funds resulting from annual cash inflows and outflows by primary categories projected within this Study are shown on Table 15. The beginning balance of the Operating Reserve Fund consists of the unrestricted cash assets at the beginning of fiscal year 2011/12 less any encumbrances including accounts payable. It should be noted for conservative purposes that receivables are not included. Added to the Operating Reserve Fund is income derived from annual operations, which together with existing reserves can and are used for CIP. Funds provided from the retirement of the Debt Service Reserve Fund associated with the existing debt that is projected to be retired in fiscal year 2015/16 are projected to be transferred to the Operating Reserve Fund. 12 City of Cape Canaveral Sewer Table 15. Fund Balances 2011/12 2012/13 2013/14 Resolution No. 2016-04 EXHIBIT "A" 2014/15 2015/16 Unrestricted Operating Reserve Fund Beginning Balance $ 1,647,900 $ 1,372,300 $ 1,380,000 $ 1,457,600 $ 1,159,000 Annual Operating Surplus 135,400 7,700 77,600 140,600 461,300 Transfer from DSRF 1 - - - - 435,500 Transfer to Project Fund 411,000 - - 439,200 367,400 Ending Balance $ 1,372,300 $ 1,380,000 $ 1,457,600 $ 1,159,000 $ 1,688,400 Minimum Balance Target 839,200 $ 881,700 $ 909,500 $ 939,700 $ 908,400 Expansion Fund Beginning Balance $ 49,800 $ 50,200 $ 72,900 $ 15,900 $ 39,700 Assessment Fees - 22,300 23,000 23,700 24,400 Transfer to Project Fund - - 80,000 - - Interest Earnings 400 400 - 100 300 Ending Balance $ 50,200 $ 72,900 $ 15,900 $ 39,700 $ 64,400 1 Debt Service Reserve Fund (DSRF) released upon retirement of State Revolving Fund (SRF) debt. CIP Sources and Uses As previously mentioned, the Utility's five year CIP addressed by this Study includes the budgeted $2,886,600 plus $411,000 post budget items for a total of $3,297,600. Funding is provided from unrestricted Operating Reserve and Assessment Fee Funds plus a proposed loan to obtain $2,000,000 in improvement proceeds. Debt service for the proposed loan for the purpose of this Study was estimated assuming a 20 year term and a 4.5 percent net interest rate with an additional $25,000 for loan expenses. The sources and uses for the CIP are shown on Table 16. Sources: Beginning Balance Reserve Fund Assessment Fees Debt Proceeds Total Sources Uses: Large Capital Projects R&R Projects Post Budget Additions Total Uses: Ending Balance Table 16. CIP Sources and Uses 5 -yr Total 2011/12 2012/13 2013/14 2014/15 2015/16 $ - $ - $ 1,569,800 $ 762,400 $ 17,400 $ - 1,217,600 411,000 - - 439,200 367,400 803000 - - 80,000 - - 2,0003000 2,000,000 - - - - $ 3,297,600 $ 2,411,000 $ 1,569,800 $ 842,400 $ 456,600 $ 367,400 $ 2,337,800 $ 318,000 $ 677,800 $ 733,000 $ 338,800 $ 270,200 548,800 112,200 129,600 92,000 117,800 97,200 411,000 411,000 - - - - $ 3,297,600 $ 841,200 $ 807,400 $ 825,000 $ 456,600 $ 367,400 $ 1,569,800 $ 762,400 $ 17,400 $ - $ - 13 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Findings and Conclusions The findings and recommendations presented herein were formulated based on reviews, analyses, community standards and ratemaking principles all predicated on existing and anticipated conditions. 1. 2. 3. a. The existing rates are not sufficient to fully fund the current budgeted and projected operating, debt service, transfers and other requirements of the Utility. b. The Study made provisions to increase the revenues generated by the system and provide for debt funding of CIP to minimize the annual cash requirements. a. Uses of reserves accumulated from prior year's earnings to address the rate deficiencies are not adequate and depletion of the reserves will reflect negatively on the Utility's creditworthiness. b. Debt funding to be initiated to reduce the burden on operating reserves and rate funded pay-as-you-go capital funding needs. a. The current rate structure does not fully address the customer characteristics and community standards, and places an undue burden on certain customer classes. b. Reclaimed water service is a valuable service and costs for such services should be recovered from those who benefit through a rate structure that does not require an added expense of metering usage. c. Connections with multi -dwelling rental activities exhibit unique characteristics and should be classified independent of other Commercial connections with an equivalency basis relating to dwelling units in lieu of meter size. d. The rate factor currently utilized for Commercial connections no longer reflects the additional demand and loading characteristics of non-residential connections. Recommendations Pursuant to the objectives, findings and conclusions previously discussed and the reviews, analyses, and assumptions summarized herein, along with the needs of the community, the application of ratemaking principles, and the consultant's experience with similar utilities, it is recommended that: 1. The City proceed to revise the applicable sections of the Code of Ordinance to reflect the Rental Property and Reclaimed Water customer classifications including the basis of determining equivalencies and applicable rate structures. 2. The City proceed to adopt the multi-year rates identified herein as summarized in Table 12 with an effective date of the first full billing period after October 1 of each fiscal year. 14 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer The City secures a minimum of $2,000,000 in construction proceeds from the issuance of long term debt on or before April 2012. 4. A reevaluation of revenue sufficiency be conducted in the event of any material change in customers, operations, fiscal requirements or other items that adversely affect the Utility. The revenues, expenses, costs, and criteria associated with ratemaking are representative of averages that are developed primarily from historic and projected data. A significant amount of historical review and analysis, together with the development of assumptions based on prudent engineering, financial, and ratemaking relationships, have been utilized in the development of the proposed rates, fees, and charges proposed herein. Some of the assumptions will inevitably change or not materialize and unanticipated events may occur which could significantly change the results presented herein. The findings, conclusions and recommendations presented herein were formulated based on reviews, analysis and input from City staff, together with and predicated on existing conditions, community standards and ratemaking principles. 15 Resolution No. 2016-04 EXHIBIT "A" Citv of Cape Canaveral Sewer Schedule 1. Sewer Customer Accounts, ERUs and Billable Flow Projections New Impact Fee ERUs 0 9 9 9 9 1 Multi -Family ERUs represents the number of dwelling units. 2 In thousands of gallons. S-1 Growth Reference 2009/10 2011/12 2012/13 2013/14 2014/15 2015/16 Accounts Single Family 1 1,717 1,717 1,719 1,721 1,723 1,725 Multi -Family 2 728 728 729 730 731 732 Commercial 3 143 143 143 143 143 143 Rental Property 4 6 6 7 7 7 7 Public Buildings 5 36 36 36 36 36 36 Total 2,630 2,630 2,634 2,637 2,640 2,643 ERUs Single Family 1 1,723 1,723 1,725 1,727 1,729 1,731 Multi -Family 1 2 6,582 6,582 6,589 6,596 6,603 6,610 Commercial 3 409 409 409 409 409 409 Rental Property 4 551 551 641 641 641 641 Public Buildings 5 76 76 76 76 76 76 Total 9,341 9,341 9,440 9,449 9,458 9,467 Usage 2 Single Family 3.79 76,882 76,882 76,971 77,060 77,150 77,239 Multi -Family 2.51 198,210 198,210 198,421 198,632 198,842 199,053 Commercial 3.70 47,990 14,511 14,511 14,511 14,511 14,511 Rental Property 3.86 0 34,018 39,571 39,571 39,571 39,571 Public Buildings 7.83 7,144 7,144 7,144 7,144 7,144 7,144 Total 330,226 330,765 336,619 336,919 337,219 337,519 ERICs Single Family 6 835 835 835 835 835 835 Multi -Family 6 1205 1205 1205 1205 1205 1205 Commercial 6 88 88 88 88 88 88 Public Buildings 6 57 57 57 57 57 57 Total 2,185 2,185 2,185 2,185 2,185 2,185 Growth Reference Factors Single Family 1 1.0000 1.0010 1.0010 1.0010 1.0010 Multi -Family 2 1.0000 1.0010 1.0010 1.0010 1.0010 Commercial 3 1.0000 1.0000 1.0000 1.0000 1.0000 Rental Property 4 1.0000 1.0000 1.0000 1.0000 1.0000 Public Buildings 5 1.0000 1.0000 1.0000 1.0000 1.0000 ERICs 6 1.0000 1.0000 1.0000 1.0000 1.0000 New Impact Fee ERUs 0 9 9 9 9 1 Multi -Family ERUs represents the number of dwelling units. 2 In thousands of gallons. S-1 Citv of Cape Canaveral Sewer Schedule 2. Net Rate Fiscal Requirements Resolution No. 2016-04 EXHIBIT "A" S-2 Ref # 2011/12 2012/13 2013/14 2014/15 2015/16 Personnel Services Salaries and Wages 3 $ 765,300 $ 795,900 $ 827,700 $ 860,800 $ 895,200 Overtime 3 9,600 10,000 10,400 10,800 11,200 Special Pays 3 45,000 46,800 48,700 50,600 52,600 Employee Recognition 3 2,000 2,100 2,200 2,300 2,400 FICA Taxes 3 59,300 61,700 64,200 66,800 69,500 Retirement Contribution 3 53,600 55,700 57,900 60,200 62,600 Retirement Match 3 23,000 23,900 24,900 25,900 26,900 Life and Health Insurance 3 168,800 175,600 182,600 189,900 197,500 Worker's Compensation 3 15,800 16,400 17,100 17,800 18,500 Unemployment Compensation 3 9,000 9,400 9,800 10,200 10,600 Reimburse of GF Payroll Exp. 3 286,400 297,900 309,800 322,200 335,100 Subtotal $ 1,437,800 $ 1,495,400 $ 1,555,300 $ 1,617,500 $ 1,682,100 Operating Expenses Legal Fees 2 $ 3,000$ 3,100$ 3,200$ 3,300$ 3,400 Engineering Services 2 15,500 16,000 16,500 17,000 17,500 Physicals 3 800 800 800 800 800 Banking Fees 2 2,500 2,600 2,700 2,800 2,900 Audit Expense 3 20,600 21,400 22,300 23,200 24,100 Contract Services 5 1,200 1,200 1,200 1,200 1,200 Travel Per Diem 5 6,300 6,500 6,700 6,900 7,100 Communication Service 3 7,500 7,800 8,100 8,400 8,700 Postage 2 400 400 400 400 400 Utilities 5 193,100 198,900 205,100 211,500 218,000 Sludge Disposal Fees 4 45,500 45,500 45,500 45,500 45,500 General Insurance 3 1583200 164,500 171,100 177,900 185,000 Buildings & Grounds Maint. 6 25,500 26,500 27,600 28,700 29,800 Plant & Equip. Maintenance 6 183,500 190,800 198,400 206,300 214,600 Collection System Maint. 6 69,500 72,300 75,200 78,200 81,300 Printing 2 800 800 800 800 800 Operating Supplies 2 11,000 11,300 11,600 11,900 12,300 Safety Supplies 2 8,200 8,400 8,700 9,000 9,300 Chemicals 2 93,400 96,200 99,100 102,100 105,200 Uniforms 3 5,100 5,300 5,500 5,700 5,900 Motor Fuel & Lubricants 2 9,800 10,100 10,400 10,700 11,000 Small Tools 2 7,500 7,700 7,900 8,100 8,300 Lab Supplies 2 31,900 32,900 33,900 34,900 35,900 Reclaimed Water Supplies 2 3,000 3,100 3,200 3,300 3,400 Subscriptions & Training 3 3,200 3,300 3,400 3,500 3,600 Operating Fees & Licenses 2 7,300 7,500 7,700 7,900 8,100 Contingency 1 - - - - - Subtotal $ 914,300$ 944,900$ 977,000 $ 1,010,000 $ 1,044,100 Total O&M $ 2,352,100 $ 2,440,300 $ 2,532,300 $ 2,627,500 $ 2,726,200 S-2 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral Sewer Schedule 2. Net Rate Fiscal Requirements (continued) Ref # 2011/12 2012/13 2013/14 2014/15 2015/16 Capital Ref # 2011/12 2012/13 2013/14 2014/15 2015/16 Zero Buildings 1 $ 9,000$ 9,000$ 9,000$ 9,000$ 9,000 Machinery and Equipment 1 25,000 25,000 25,000 25,000 25,000 Capital From Rates 1.030 $ 34,000$ 34,000$ 34,000$ 34,000$ 34,000 Debt Service 1.040 Customer Growth 4 1.000 1.001 1.001 Existing State Revolving Fund Loan Input $ 649,400$ 649,400$ 649,400$ 649,400$ 397,700 Proposed Input 77,800 155,700 155,700 155,700 155,700 Subtotal 0.015 $ 727,200$ 805,100 $ 805,100 $ 805,100 $ 553,400 Transfers & Contingencies 1.031 1.031 1.031 Rate Adjustments 9 1.055 Transfer to General Fund 1 $ 125,000$ 125,000$ 125,000$ 125,000$ 125,000 R&R 10 118,400 122,200 141,400 167,200 195,000 Subtotal $ 243,400$ 247,200$ 266,400$ 292,200$ 320,000 Total Requirements $ 3,356,700 $ 3,526,600 $ 3,637,800 $ 3,758,800 $ 3,633,600 Other Revenue Utility Penalty Income 9 60,000 63,300 66,500 69,800 73,300 Reuse Hook -Up Fees 9 1,000 1,100 1,200 1,300 1,400 Interest Earnings Input 18,600 20,600 20,700 15,300 11,900 Subtotal $ 79,600$ 85,000$ 88,400$ 86,400$ 86,600 Net Fiscal Requirement $ 3,277,100 $ 3,441,600 $ 3,549,400 $ 3,672,400 $ 3,547,000 Growth Factors Ref # 2011/12 2012/13 2013/14 2014/15 2015/16 Zero 0 0.000 0.000 0.000 0.000 Constant 1 1.000 1.000 1.000 1.000 Inflation 2 1.030 1.030 1.030 1.030 Personnel 3 1.040 1.040 1.040 1.040 Customer Growth 4 1.000 1.001 1.001 1.001 Customer Growth & Inflation 5 1.030 1.031 1.031 1.031 Repairs & Maintenance 6 1.040 1.040 1.040 1.040 Interest Earnings 7 0.015 0.015 0.015 0.015 Utilities 8 1.030 1.031 1.031 1.031 Rate Adjustments 9 1.055 1.050 1.050 1.050 Renewal and Replacement 10 3.50% 4.00% 4.50% 5.00% S-3 Citv of Cape Canaveral Sewer Resolution No. 2016-04 EXHIBIT "A" Schedule 3. Capital Improvement Program 5 -yr Total 2011/12 2012/13 2013/14 2014/15 2015/16 Sources: Beginning Balance Revenue Fund Reserves Assessment Fee Funds Debt Proceeds Total Sources Uses: Plant Clarifier Rehab - Eng. Plant Clarifier Rehab - Const. Blowers for Sludge Holding Tank Force Main & Manhole Rehab Sand Filter Portable Sewer Jet Lab Expansion - Engineering Lab Expansion - Construction Emergency Generators Lift Station Rehabilitation Sludge Press Truck & Crane R&R - Capital Equipment R&R - Capital Infrastructure R&R - Vehicles R&R - Computers Post Budget Addition Total Uses: Ending Balance $ - $ - $ 1,569,800 $ 762,400 $ 17,400 $ - 1,217,600 411,000 - - 439,200 367,400 80,000 - - 80,000 - - 2,000,000 2,000,000 - - - - $ 3,297,600 $ 2,411,000 $ 1,569,800 $ 842,400 $ 456,600 $ 367,400 $ 10,000 $ 10,000 $ - $ - $ - $ - 95,000 - 95,000 - - - 60,000 - - - 60,000 - 1,000,000 200,000 200,000 200,000 200,000 200,000 200,000 - 200,000 - - - 70,000 - 70,000 - - - 15,000 - - 15,000 - - 15,000 - - - 15,000 - 180,000 60,000 60,000 60,000 - - 292,800 48,000 52,800 58,000 63,800 70,200 325,000 - - 325,000 - - 75,000 - - 75,000 - - 74,300 16,500 41,800 10,000 6,000 - 365,800 61,000 57,800 63,000 108,800 75,200 88,000 20,000 30,000 19,000 - 19,000 20,700 14,700 - - 3,000 3,000 411,000 411,000 - - - - $ 3,297,600 $ 841,200 $ 807,400 $ 825,000 $ 456,600 $ 367,400 $ 1,569,800 $ 762,400 $ 17,400 $ - $ - S-4 City of Cape Canaveral Sewer Schedule 4. Cost Allocations Resolution No. 2016-04 EXHIBIT "A" S-5 Customer Readiness Multi -Family Usage Reuse Charge To Serve ERU Usage Rate Connect Personnel Services Salaries and Wages $ 11,900 $ 125,000 $ 239,500 $ 195,900 $ 157,200 $ 35,800 Overtime 100 1,600 3,000 2,500 2,000 400 Special Pays 700 71300 14,100 11,500 9,200 2,200 Employee Recognition - 300 600 500 400 200 FICA Taxes 900 9,700 18,600 15,200 12,200 2,700 Retirement Contribution 800 8,800 16,800 13,700 11,000 2,500 Retirement Match 400 3,800 7,200 5,900 4,700 1,000 Life and Health Insurance 2,600 27,600 52,800 43,200 34,700 7,900 Worker's Compensation 200 2,600 4,900 4,000 3,200 900 Unemployment Comp. 100 1,500 2,800 2,300 1,800 500 Reimburse of GF Payroll Exp. 4,400 46,800 89,600 73,300 58,800 13,500 Subtotal $ 22,100 $ 235,000 $ 449,900 $ 368,000 $ 295,200 $ 67,600 Operating Expenses Legal Fees $ - $ 500$ 900$ 800 $ 600$ 200 Engineering Services 200 2,500 4,900 4,000 3,200 700 Physicals - 100 300 200 200 - Banking Fees - 400 800 600 500 200 Audit Expense 300 3,400 6,400 5,300 4,200 1,000 Contract Services - 200 400 300 200 100 Travel Per Diem 100 1,000 2,000 1,600 1,300 300 Communication Service 100 1,200 2,300 1,900 1,500 500 Postage - 100 100 100 100 - Utilities 3,000 31,500 60,400 49,400 39,700 9,100 Sludge Disposal Fees 700 7,400 14,200 11,600 9,300 2,300 General Insurance 2,500 25,800 49,500 40,500 32,500 7,400 Buildings & Grounds Maint. 400 4,200 8,000 6,500 5,200 1,200 Plant & Equip. Maintenance 2,800 30,000 57,400 47,000 37,700 8,600 Collection System Maint. 1,100 11,300 21,800 17,800 14,300 3,200 Printing - 100 300 200 200 - Operating Supplies 200 1,800 3,400 2,800 2,300 500 Safety Supplies 100 1,300 2,600 2,100 1,700 400 Chemicals 1,400 15,300 29,200 23,900 19,200 4,400 Uniforms 100 800 1,600 1,300 1,000 300 Motor Fuel & Lubricants 200 1,600 3,100 2,500 2,000 400 Small Tools 100 1,200 2,300 1,900 1,500 500 Lab Supplies 500 5,200 10,000 8,200 6,600 1,400 Reclaimed Water Supplies - 500 900 800 600 200 Subscriptions & Training - 500 1,000 800 700 200 Operating Fees & Licenses 100 1,200 2,300 1,900 1,500 300 Contingency - - - - - - Subtotal $ 13,900 $ 149,100 $ 286,100 $ 234,000 $ 187,800 $ 43,400 Total O&M $ 36,000 $ 384,100 $ 736,000 $ 602,000 $ 483,000 $ 111,000 S-5 City of Cape Canaveral Sewer Schedule 4. Cost Allocations (continued) Resolution No. 2016-04 EXHIBIT "A" S-6 Customer Readiness Multifamily Usage Reuse Charge To Serve ERU Usage Rate Connect Capital Buildings $ 100 $ 1,500 $ 2,800 $ 2,300 $ 1,800 $ 500 Machinery and Equipment 400 4,100 7,800 6,400 5,100 1,200 Subtotal $ 500 $ 5,600 $ 10,600 $ 8,700 $ 6,900 $ 1,700 Debt Service SRLF CS120825020 Princ. $ 6,900 $ 72,200 $ 138,400 $ 113,200 $ 90,800 $ 20,600 SRLF CS120825030 Princ. 1,900 20,400 39,200 32,000 25,700 5,900 SRLF Interest 1,300 13,400 25,700 21,000 16,900 $ 3,900 Proposed 1,200 12,700 24,400 19,900 16,000 3,600 Subtotal $ 11,300 $ 118,700 $ 227,700 $ 186,100 $ 149,400 $ 34,000 Transfers & Contingencies Transfer to General Fund $ 1,900 $ 20,400 $ 39,100 $ 32,000 $ 25,700 $ 5,900 R&R 1,800 19,300 37,100 30,300 24,300 5,600 Subtotal $ 3,700 $ 39,700 $ 76,200 $ 62,300 $ 50,000 $ 11,500 Total $ 51,500 $ 548,100 $1,050,500 $ 859,100 $ 689,300 $ 158,200 Other Revenue Utility Penalty Income $ - $ 60,000 $ - $ - $ - $ - Reuse Hook -Up Fees - - - - - 1,000 Interest Earnings - 18,600 - - - - Subtotal $ - $ 78,600 $ - S - S - $ 1,000 Net Revenue Requirement $ 51,900$ 474,900$ 1,058,800 $ 865,900$ 694,100$ 158,000 S-6 z w o 0 0 0 Qto M to � o 0 0 0 L6 L6 L6 L6 0 O O M N 4wy' '-0 '-0 '-? 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M d, - d, O to,)= N Ln Ln m O O Ln 00 Cl ClW Ln Ln L N M W CD O O N O d M 00 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "H" - MAPS AND ILLUSTRATIONS The City of Cape Canaveral Wastewater Utility Service Area map is shown on the following page, H-1 The City of Cape Canaveral Wastewater Utility Lift Station Location Schedule, H-2 FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 26 of 28 Resolution No. 2016-04 Page H-1, City of Cape Canaveral - Wastewater Utility Service Area and Lift S"MIMPk" CITY L— I r -T mvn :-I 4� LL,t-:s Mal Miller Leg Mal ..r €W-2 ne �•h .rr rrri Resolution No. 2016-04 Page H-2, City of Cape Canaveral - Lift Station Location Schedule EXHIBIT "A" CITY OF GAPE CANAVERAL PRIORITY PZME IN THE EVENT OF A POWER OUTAGE, EMERGENCY, NATURAL DISASTER OR HURRICANE 'All locations are within the City limits unless otherwise noted "All stations run off 220 power except Lift Station till LIFT STATION L OCATION METER # PRIORITY # Wastewater T reatmeni Plant 601 Thurm Blvd 321-868 1241} Deytirne 321,568.1241 Evenings & Weekends RV224VO 1 Wastewater Lift Station #4 it., G,. d 9751 Gogama Drive W32014-23032614 2 VVaxlewate r Lit Station # 9 6,M5656-244120114 8 5803 North Banana River Blvd (5tand4Ffy Generator) 3 Wastewater LHt Station 796 W. Centrad 'Blvd {NW Corner of Central Blvd & Thurm 5J10742 7 BlvCq 3 Phase 2201"" 7.5HP 4 Wastewater Lift Station 9 3 180 W. Central Blvd (localed-5W corner of vacant lot - 5JO3217.23405031 3 103k Manor Mobile horse park) (gland -By Generator) 5 Westewater Litt Station # 5 a� Columbia Drive 5 (West end -Treasure Island Condos) 5J13135-23012688 b Wastewater L Fft Station 4 2 5.40390.H10390 2 194 Center Street Mand -8y Generator) 7 Wastewater Lift Station 4 t 533 Thum► Blvd 6 East Entrance - Discavaery Say SJ 178+63 8 Wastewater tilt Station A 1 44199591-30649691 402 *ashlrlgton Ave (Wash!ngtor, (sland-Hy Generator) 1 AverMag nvlia Ave) 3 PhwK Motors, 2201440 21t HP 9 City Had, Library 8 Plecreetlon Center SR AIA- PloAk Ave- Palnsetts Ave at Taylar Ave City Hall 32 11-85b.1 220 tlbrary 321.868.1141 Roma ion Cantor 321-"b-1220 N-0 Motor # 1J Canaveral Firs & Rascuc 19+7 .JackEon Ave Nn Meter # W14ea-1711 (Stand -By Generfflvr) I I Bravard Courny 5hattirb Dept Palk Ave No MCte, # 321-868-1212 (5tWd-By Genarator) 12 ongs r.Road (Corner - I ong Point end sunset 12 Court) No MMor # 13 192 Imperial Blvd 8 (Located In Median) N -D M-Oter A 14 Mywd - MI I r#4 Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "I" - FLORIDA RURAL WATER ASSOCIATION PUBLICATIONS Applicable Florida Rural Water Association publications are included on the following pages: Fats, Oils and Grease (FOG) FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 27 of 28 Page I-1 Resolution No. 2016-04 EXHIBIT "A" City of Cape Canaveral, Asset Management Plan, Appendix I, Page 1-1 BEST MANAGEMENT PRACTICES (BMP) FOR FATS, OILS (FOG) & GREASE Resolution No. 2016-04 Best Management Practice and Guidance Manual for Food Service Establishments pilTyWe City of Cape Canaveral for the control of fat, oil and grease (FOG) discharged to the sanitary sewer system by Food Service Establishments. Introduction Best management practices (BMPs) help facilities meet environmental regulations and prevent pollution. This best management practice contains guidelines to reduce the amount of fat, oil and grease (FOG) discharged to the City of Cape Canaveral sanitary sewer system and wastewater treatment plants. Our intent is to reduce the amount FOG introduced to the City's sanitary sewer system and protect the public health and environment from hazards caused by sanitary sewer overflows. The Clean Water Act was established to protect wastewater plants and the streams they discharge to. The U.S. Environmental Protection Agency and the Florida Department of Environmental Protection require local governments or utilities to protect their systems and the receiving streams from FOG -related problems. Background All food service establishments generate varying amounts of FOG. While fat, oil and grease are most commonly associated with fried foods, they are generated in significant quantities in all types of commercial food preparation: Cooking meats Mayonnaise and salad dressings Butter, ice cream and other dairy products Creams and sauces What's the Problem? FOG coats pots, pans, utensils and equipment. When these materials are washed, FOG is rinsed into the sewer. Sanitary sewer systems are not equipped to handle FOG. In the sewer, FOG coats the interior surface of the pipes. Over time, FOG accumulations restrict the flow of wastewater through the sewer. Eventually the FOG can clog the sewer pipes causing the sewage to back up and spill onto the ground, or into waterways, homes or buildings. This is called a sanitary sewer overflow (SSO), which endangers the public health and the environment. Fat, oil and grease can also interfere with proper operation at the wastewater treatment facility (WWTF). This could result in poor wastewater treatment and pollution. Policy Discharges of fat, oil and grease cause major problems in the sewer system and treatment plants. The City of Cape Canaveral is required to regulate discharges from food service establishments to prevent these sewer problems. This manual will help you use best management practices to minimize the amount of FOG entering the sewer system and treatment plants. Keeping FOG out of the sewer will help prevent a sewer backup in your facility or a sewer overflow on your street. Fat, Oil and Grease Discharge Policy 1. All discharges from Food Service Establishments must be in accordance with applicable state, local or federal rules and regulations. 2. All Food Service Establishments must have a properly sized and operational grease interceptor (large external device) or grease trap (smaller "under the sink" fixture). 3. Sizing and design of grease traps and interceptors must meet the criteria in the Florida Building Code, Chapter 10, Plumbing 4. All FOG bearing drains must be plumbed to the interceptor. 5. All grease interceptors and traps must be maintained on a regular basis. Resolution No. 2016-04 EXHIBIT "A" Reauired Maintenance Practices To prevent introduction of FOG to the City of Cape Canaveral sanitary sewer, grease interceptor devices must be maintained on a regular basis. Interceptors must have all FOG removed and hauled off site for proper disposal at a minimum frequency of once every 90 days unless otherwise determined by the City of Cape Canaveral. Interior "under the sink" grease traps must have the entire contents removed and hauled offsite for proper disposal at a minimum frequency of once every 90 days unless otherwise determined by the City of Cape Canaveral. It is recommended that these devices be maintained at a weekly frequency. This will help extend the life of these fixtures. Maintenance of interior grease traps can be performed by the Food Service Establishment as long as the trap contents are properly disposed. FOG must be removed and hauled off site for proper disposal any time the volume of grease and solids factions exceeds 25% of the interceptor's or trap's functional volume. At a minimum frequency of once per year all contents of grease interceptor must be removed and hauled off site. Grease interceptor devices must be inspected for proper functionality during each pump out event. Kitchen Practices - strictly control the discharge of grease and solids to the interceptor. By reducing the amount of these substances discharged, a Food Service Establishment may be able to reduce the cost associated pump out frequency. This practice will also lead to decreased plumbing maintenance cost. Fryer oil (yellow grease) must not be disposed of through the sanitary sewer. Yellow grease has re- use value and should be placed in a secured tank. Contract with a rendering service to haul the grease offsite for beneficial re -use. Reduce the amount of food particles washed down the drain. Food particles take up volume in the grease interceptor, resulting in increased pump out frequency. One way to reduce pump out frequency is to not use grinders or garbage disposal units. Ground food takes up volume in the grease interceptor, resulting in increased pump out frequency. Use rubber scrapers and paper towels to wipe off grease from pots, pans and ware into garbage cans before washing. Clean up all grease spills with paper towels and dispose of in the garbage. Avoid washing straws, disposable gloves, paper towels or any other inappropriate materials down the drain. Use a test kit provided by your grocery distributor to determine when to change the oil in fryers. This extends the life of both the fryer and the oil. Build-up of carbon deposits on the bottom of the fryer acts as an insulator that forces the fryer to heat longer thus causes the oil to break down sooner. Develop a rotation system if multiple fryers are in use. Designate a single fryer for products that are particularly high in deposits, and change more often. Documentation For every grease interceptor/trap pump -out event, whether performed by the Food Service Establishment or a hauler, a City of Cape Canaveral Out Report must be submitted to the City within seven (7) days of the event. All records of pump outs or interceptor maintenance must be maintained on site and available for City inspection for a minimum of three (3) years. Training -- Train all kitchen staff in these best management practices and the environmental impacts of grease in the sewer system. -- Post Best Management Practices signs in kitchens and near sinks. -- Place yellow grease re -use bins in easy access areas for staff. Follow up to ensure staff properly disposes of grease. -- Provide constant re -enforcement on proper disposal of fat, oil, and grease with staff. Resolution No. 2016-04 EXHIBIT "A" Interceptor Additives Many vendors service grease interceptors with chemicals or microorganisms to remove FOG material. Known interceptor additives are: Emulsifiers, detergents, or caustic substances - these chemicals act to break up the grease and allow it to pass through the interceptor and into the sewer system where it can reform and cause blockages. These substances reduce the efficiency of the interceptor or trap and are prohibited for use as an additive. Enzymes - have the same effect as emulsifiers and are therefore prohibited as additives. Microorganisms - typically cultured bacteria are added to the interceptor. Ideally these bacteria digest the FOG converting it to innocuous substances. Microorganisms are allowed as an additive. However, since bacteria need an environment with specific requirements to proliferate, the effectiveness of these organisms in the environment of the interceptor is not known. The use of microorganisms does not relieve a FSE of the minimum pump out frequency requirements. Guidance for Working with Grease Hauling Companies Work closely with your hauling company to make sure your interceptor is serviced at the proper frequency and all required paperwork is completed properly and submitted to the City of Cape Canaveral in a timely manner. Be sure your hauler leaves a copy of each pump out report and any other interceptor maintenance documentation. Review your pump out reports from haulers for accumulations of grease and solids. If amounts are nearing or exceeding 25% review kitchen practices to find areas in which improvements can be made to reduce the introduction of FOG and solids. If the pump out report indicates that the interceptor is in need of repair, contact hauler or plumber to have it serviced immediately. Ask your hauler where/how grease interceptor contents are disposed. Preferred Hauler List The City of Cape Canaveral has accepted the following grease trap maintenance companies into the "Preferred Hauler Program" (PHP). To be added to this listing these companies have passed all of the criteria set forth by the City of Cape Canaveral to ensure they meet FOG Program standards. Some of these criteria included: -- Submission of required paperwork. -- Acceptable disposal method documentation. -- Acceptable grease trap maintenance performance. -- A commitment to the service of their customers as well as the FOG program Preferred Haulers" (To be determined) Conclusion Food service establishments can have a significant impact on the environment. Through the use of a properly sized and functioning interceptor, suitable kitchen practices and regular maintenance of the interceptor, Food Service Establishments can reduce the amount of fat, oil and grease discharged to the sanitary sewer system. By following the practices in this document, Food Service Establishments will be helping to reduce sanitary sewer overflows and protect our community's health and environment as well as reducing plumbing maintenance cost associated with the discharge of fat, oil and grease. Questions can be directed to: City of Cape Canaveral Wastewater Utility. Resolution No. 2016-04 City of Cape Canaveral, Florida EXHIBIT "A" Fiscal Sustainability Plan Analysis & Asset Management Plan - Wastewater Utility - 2015 APPENDIX "J" - REFERENCES AND INFORMATION SOURCES The main reference for this document is the "Asset Management Plan Requirements - Fiscal Sustainability Plan Analysis Requirements" outline developed jointly by the Florida Department of Environmental Protection and the Florida Rural Water Association. Additional information sources are as follows: Federal Environmental Protection Agency - Water - Sustainable Infrastructure from their website Federal Environmental Protection Agency Publication - Asset Management: A Best Practices Guide Federal Environmental Protection Agency Publication - Asset Management: A Handbook for Small Water Systems Federal Environmental Protection Agency Publication - Strategic Planning: A Handbook for Small Water Systems Federal Environmental Protection Agency Publication - Reference Guide for Asset Management Tools Federal Environmental Protection Agency Publication - Condition Assessment of Wastewater Collection Systems Guide to Water & Wastewater Asset Management by Underground Infrastructure Management NASSCO's Pipeline Assessment and Certification Program Manual Comprehensive Annual Financial Report for Fiscal Year Ending September 30, 2014, prepared by City of Cape Canaveral Finance Department, with Independent Auditors' Report by James Moore, CPA City of Cape Canaveral WRF Improvement for Oxidation Ditch Rehabilitation, Preliminary Design Report, 2013, prepared by Tetra Tech. City of Cape Canaveral WRF Permit Application Attachment - Updated Capacity Analysis Report, 2011, Tetra Tech City of Cape Canaveral WRF Permit Application Attachment - Operation and Maintenance Performance Report, 2011, Tetra Tech City of Cape Canaveral WRF Permit Application Attachment - Reclaimed Water system Operating Protocol, 2011, Tetra Tech FLORIDA RURAL WATER ASSOCIATION 2970 Wellington Circle - Tallahassee, FL 32309-7813 Tel: (850) 668-2746 - Fax: (850) 893-4581 Email: frwa@frwa.net - Website: www.frwa.net Page 28 of 28