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HomeMy WebLinkAboutResolution No. R24-100RESOLUTION NO. R24-100 RESOLUTION OF THE CITY COUNCIL TO APPROVE THE PROPOSED INCREASE IN THE RATES AND CHARGES FOR THE USERS OF THE MUNICIPAL WATER AND SANITARY SEWER RATES AND CHARGES TO BECOME EFFECTIVE ON JANUARY 10, 2025. WHEREAS, the current water and sanitary sewer rates and charges in effect at the present time are not adequate to provide revenues with which to defray the increased costs of operation, maintenance, and capital of the City's water and sanitary sewer distribution facilities and systems; WHEREAS, the provision of the water and sanitary sewer systems and facilities is essential to the preservation of the public's health and welfare; WHEREAS, the new rates must, before taking effect, be approved by the City Council after advertising and conducting a public rate hearing pursuant to the City's Charter at Article I, Section 1.03(2) and MCA Section 69-7-111; WHEREAS, current budgetary requirements with respect to the operation of said facilities in addition to on -going and future projects require the proposed rates to become effective on or about January 10, 2025, to enable the City to proceed as expeditiously as possible to accomplish the objectives herein above recited; WHEREAS, pursuant to its Charter and Montana law, the City Council determined that a public rate hearing must be advertised and held to gather documents, testimony, and other evidence regarding the proposed increases in water and sanitary sewer rates and charges; WHEREAS, a notice of public hearing was mailed to all users of the City's water and sewer systems notifying them that, pursuant to Resolution No. R24-94, adopted on November 26, 2024, it was the intent of the City to increase the rates and charges for water and sanitary sewer services and Notice of the Public Hearing was published as required by Mont. Code Ann. § 69-7-111; WHEREAS, a public hearing was held on the 171h day of December, 2024, at 6:30 p.m. in the City Council Chambers, at City Hall, Laurel, Montana, for the purpose of gathering public comments and evidence regarding the proposed rate and charge increase; WHEREAS, every individual who attended the public hearing was given the opportunity to speak, present argument and/or to submit written comment into the hearing record; and WHEREAS, based upon the record created, the City Council is prepared to issue its decision pursuant to Mont. Code Ann. § 69-7-112. R24-100 Adopt Water and Sanitary Sewer Services Rate Schedule NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAUREL, MONTANA: That the City Council considers it both advisable and necessary to increase the municipal water and sanitary sewer services rates and charges for all users in accordance with the rates and charges as specifically contained on the rate and charge schedule marked "Exhibit A" that is attached hereto and hereby incorporated into this Resolution by reference. 2. That the proposed increase in the rates and charges for the users of the Municipal Water and Sanitary Sewer System is hereby approved and attached hereto and fully incorporated herein as "Exhibit A," and 3. That this Resolution shall be immediately filed with the City Clerk/Treasurer and shall become final and effective not less than ten (10) days after such filing. Introduced at a regular meeting of the City Council on the 23`d day of December 2024 by Council Member Klose. PASSED and APPROVED by the City Council of the City of Laurel, Montana on the 23`d day of December 2024. APPROVED by the Mayor on the 23`d day of December 2024. `����nnm►q►� Y OF LAUR Dave aggoner, n ATTEST: ''''►►►nrnnu���``` VIe , Clerk -Treasurer APPROVED AS TO FORM: Michele L. Braukmann, Civil City Attorney R24-100 Adopt Water and Sanitary Sewer Services Rate Schedule ry� RAF T EL9S DATE: December 13, 2024 TO: Kelly Strecker City of Laurel FROM: Todd Cristiano, Vice President SUBJECT: Draft Water and Wastewater Rate Study Executive Summary Introduction The City of Laurel (City) retained Raftelis to complete a comprehensive financial plan, cost of service and rate design study for its water and wastewater utilities. Raftelis worked with City staff beginning in May 2024 to develop a plan for sustaining the water and wastewater utilities' financial health. Raftelis also worked closely with the engineering firm, Morrison-Maierle in reviewing capital projects, timing, and costs. Raftelis met weekly over this period to discuss project status and present interim results. These meetings included staff as well as the City's executive management team. The results presented in this executive summary are a culmination of these efforts between the City and Raftelis. This memo summarizes the results of the study and is a supplemental document to the presentation materials from the November 4, 2024 City Council meeting. The primary objectives of this study included: • A 5-year financial plan identifying the annual revenue adjustments needed to fund operation and maintenance expenses, debt service, and capital projects while satisfying reserve requirements and debt service coverage; • A detailed water cost of service analysis to determine the cost to provide service to customer classes. The principle concept of this analysis is to assign costs in a proportionate manner to each customer class based on their demand and customer characteristics; • A rate structure which meets the pricing objectives of the City and equitably recovers the cost to provide service to the City's customer classes; residential, commercial, irrigation, and industrial customers. This memo includes water and wastewater financial plan results for the 5-year study period 2025 through 2029, water cost of service analysis, and rate design. 383 N Corona St, Denver, CO 801218 www.raftelis.com CITY OF LAUREL WATER AND WASTEWATER RATE STUDY Financial planning Approach A primary consideration in developing an `optimal' financial plan is minimizing annual revenue increases through balancing the use of reserves, rate revenues at current rates, plant investment fees, and loans. This balance is subject to the constraints of meeting the City's target reserve policies and debt service coverage requirements on existing and proposed debt. This approach is an iterative process. For example, issuing debt to fund a capital project may keep revenue increases low; however, new debt payments may decrease the debt service coverage (DSC) ratio' below the target level. As a OpUrnize Revenue Increase result, a revenue increase may be needed to meet or maintain compliance with the target. The additional revenue generated from the increase now may meet debt service coverage and produce an ending balance more than the target reserve. This excess can be used to partially cash -fund the capital project which, in turn, could reduce the proposed state loan amount. Assumptions This study is based on numerous assumptions. Changes in these assumptions could materially affect the study findings. Raftelis incorporated the following key assumptions into the study: • The test year, or the year new rates will be in effect, is 2025. • The study period forecast is for 2025 through 2029.2 • The study utilized an annual growth rate of 0.1% per year. • Usage per account is based on historical data. Residential water usage per account is approximately 5,200 gallons per month, and sewer volume is about 3,200 gallons per month. • Residential customers represent the majority of the utilities' customers. • Costs will change as follows: o Capital costs are projected to experience an annual increase of 4.5% due to inflation. o The expected inflation rates for operation and maintenance (O&M) expenses are: ■ Personnel services (2025 — 2026; 2027 — 2029): 4.5%; 4.0% ■ Professional and Contractual Services, Repairs and Maintenance, Operating Supplies and Equipment, Professional Development (2025 — 2026; 2027 — 2029): 4.0%, 3.5% ■ Water supply (2025 — 2029): 5.0% ■ General (2024 — 2029): 3.0% ■ Depreciation (2024 — 2029): 3.0% • The City has set reserves for the water and wastewater utilities: 2 The cash flow tables include 2024 as the base year, or the year in which the model was developed, and is based on a combination of budgetary information and estimated values. The study forecast is for 2025 through 2029. CITY OF LAUREL WATER AND WASTEWATER RATE STUDY o Water utility: Operating fund: 90 days annual O&M, capital reserve of 1 years depreciation expense, meter replacement reserve, water line reserve, and bond reserves o Wastewater utility: Operating reserve of 60 days O&M, system development fee reserve, bind reserves and a capital replacement reserve Debt service o Coverage requirement is 1.20 x debt service based on the revenue bond issuance requirements o Bond terms: assumed State Loan, 2.5% interest rate, 20-year term Table 1: Additional Assumptions e-jotion1 FY25 Beginning Balance Water $4,566,901 Wastewater $2,530,370 Water Utility Grants j 2026 $207,500 2027 $1,867,5000 Water SRF Loans 2027 $18,556,701 2028 $3,608,247 Water Utility Financial Plan The water utility financial plan is separated into two subfunds- the operating subfund and the capital subfund. The capital subfund tracks activities associated with capital projects and funding sources for the capital projects. The operating subfund tracks activities associated with the daily operations of the utility. The combined FY25 beginning fund balance is $4.6 million. Water revenues consist primarily of rate revenues and nominal miscellaneous revenues. Rate revenues at current rates average $3.3 million annually. Other rate revenue sources include water sales to CHS refinery. This includes potable water, raw water, and settled water. Rates for CHS are contractual. CHS rate revenue averages approximately $199,000 annually. Other non -rate revenue includes water line insurance which averages $33,000 annually, and the 5/8" bypass revenue which averages $28,600 annually. Other non -rate revenue includes sales of water supplies, fire line revenue, and other miscellaneous sources averaging in total approximately $10,000 annually. The City anticipates receiving a grant of $2,075,000 and a loan of $18.6 million to fund the new water tank and booster station in FY26 and FY27. A proposed loan of $3.6 million is also projected in FY28 to fund water treatment filter replacement. O&M expenses include costs to treat and deliver water to customers. O&M is projected to increase from $3.0 million to $3.5 million by FY29. Other expenditures include payments on existing and proposed debt service. Existing debt service averages $429,000 annually. Proposed debt service is projected at $1.2 million beginning in FY27. Transfers to the capital fund are $1.2 million to assist in funding the annual capital program. Capital projects total $31.2 million for the study period. Highlights of the capital program include: CITY OF LAUREL WATER AND WASTEWATER RATE STUDY A state revolving fund (SRF) loan of $18.6 million is anticipated in FY27 to fund the majority of the new water tank and booster station project. This is in conjunction with anticipated grants totaling $2.075 million. The total cost of the new water tank and booster station is $20.6 million, including an inflation allowance. Another SRF loan of $3,608,247 is planned for FY28 to significantly fund the new filters project with an estimated cost of $5.7 million, which includes an inflation allowance. The City has a total reserve target of $3.9 million for FY25 and a debt service coverage requirement' of 1.20x as part of the loan covenants. Rate revenues should be sufficient to meet annual requirements, which includes O&M, debt, transfers to the capital fund, target reserves and debt service coverage. Revenues at current rates are insufficient to meet these requirements. Annual adjustments of 16% in FY25 through FY27 followed by 4% in FY28 and FY29 are needed. The initial 16% rate increase is required to meet the target debt service coverage. Future increases are required to the debt service coverage and the reserve targets. It is recommended the financial plan be reviewed annually to ensure that rate revenue is sufficient to meetprojected revenue requirements. Figure 1 illustrates revenue and expenditures for the operating fund, as well as ending fund balances, and target reserves. Figure 2 shows the projected FY25 increase of 16% effective from FY25-FY27, followed by a 4% increase in FY28 and FY29. Figure 3 illustrates the target and calculated debt service coverage between FY25-FY29. Figure 1: Water Revenue and Expenditures si0.0 0 58.0 56.0 $4-0 _ $2.0 $0.0 FY25 FY26 FY27 FY28 FY29 Revenues Expenditures :Ending Balance —Target Reserve ' Debt service coverage = [Revenues less expenses (excluding depreciation)] / annual debt service CITY OF LAUREL WATER AND WASTEWATER RATE STUDY Figure 2: Proposed Annual WaterRate brcreases 16.0% 16.0>b 16.0% 4.0 % 4.0 i FY2S FY26 FY27 FY28 FY29 Figure 3: Debt Service Coverage 3.76 FY25 FY26 FY27 FY28 FY29 I•Calculated Debt Service Coverage —Target Coverage 1.20x Debt Service Cost of Service Analysis Raftelis completed this comprehensive cost -of -service analysis by standard methods supported by the American Water Works Association (AWWA) in its M1 manual, Principles of WaterRates, Fees, and Charges. This analysis determines the cost of providing water service to each customer class and guides the design of the proposed rates. The general steps of the cost -of -service analysis are: 1. Revenue requirement. Determine the level of revenue required from rates. The revenue requirement includes expenditures in the operating fund: O&M, debt service, capital projects, reserves, and changes in fund balance. 2. Costfunctionalization. Assigns the costs detailed in the revenue requirements (i.e. O&M, capital, revenue offsets) to functional areas in the system. Functional areas include water treatment, transmission and distribution, storage, source of supply, meters, and services, and billing and administrative costs. Costs are functionalized based on the facility that has the most influence on that expense. For example, chemical costs are most influenced by treatment processes so those costs would be allocated to the water treatment category. 3. Allocation of Functionalized Costs to System Demand Parameters. Functional costs can be allocated to demand parameters and customer characteristics. Demand parameters include average day demands and peak demands. Customer characteristics include the number of accounts by meter CITY OF LAUREL WATER AND WASTEWATER RATE STUDY size and bills. Each facility is designed to meet specific design requirements in the system. For example, water treatment facilities are designed and operated to meet maximum day demands. As a result, a portion of water treatment costs would be allocated to the average day demand category and a portion to the peak demand category. These assignments are completed for all the revenue requirement line items 4. Units of service. The units of service capture the demand and customer characteristics for each customer class. These characteristics include average day demand, peak demand, number of accounts by meter size, and the number of bills. 5. Distribution of costs to customer classes. Because customer classes are defined by their demand parameters (average day and peak demands) and the account makeup (meters by meter sizes), the allocated costs can be proportionately distributed to each class based on their specific demand and customer characteristics. For example, if the residential customer class represents 50% of total peak day demands, they would be allocated 50% of the allocated peak day demand costs. Figure 4 illustrates the cost allocation process for a typical water utility. Figure 5 shows the change in the distribution of costs between the customer classes under existing rates and the cost of service analysis. Figure 4: The Standard Cost Allocation Process Revenue _ Functionalize Cost Allocation _ Requirement—':" Costs (S) C (S) • O&M • Debt Service • Rate -funded Capital • Revenue offsets • Misc. Revenue • Fees • Other Income • Source of Supply • Treatment • Transmission • Distribution • Treated Storage • Customer Costs • Meters & Services • Billing & Admin • Average day demand • Peak demands • Customer costs • Meters & Services • Billing & Admin • Bills MW Distribution to Customer Class Customer �-�Units of Service L t` Classes • Average day • Residential demand, gpd • Commercial • Peak demands, gpd • Customer costs • Meters & Services • Equivalent Meters • Billing & Admin • Bills CITY OF LAUREL 7 WATER AND WASTEWATER RATE STUDY Figure S.• Allocation of Water Utility Costs Under Current Rates Compared to the Allocated Cost of Service 100% 80% Industrial 40.0% Industrial 46.0% 60% Commercial 17.0% Commercial 40% 16.0% 20% Residential Residential 0. 0% Revenue at Existing Rates Cost of Service Rate Design A basic consideration in developing water rate schedules is to establish equitable charges to customers that are commensurate with the cost of providing service. Raftelis developed rates for each customer class based on the customer class cost developed in the cost -of -service analysis. Figure 6 compares the existing and FY25 proposed rates. Existing structure • Monthly minimum charge which varies by meter size • 1,000 gallons volume allowance • Capital charge which varies by meter size (per EDU) • Uniform volume rate same for all customer classes Proposed • Monthly base charge which varies by meter size • No volume allowance • Capital charge which varies by meter size • Residential volume rate: 4-tiered rate structure • Commercial, industrial, and irrigation volume rate: uniform rate CITY OF LAUREL WATER AND WASTEWATER RATE STUDY Figure 6: Existing and proposed water utility base charges Residential Combined Commercial and Irrigation Industrial Monthly Monthly Monthly Meter Size Base Rate [S] Meter Size Base Rate [1] Meter Size Base Rate [3] Inches Inches inches 3/4" $32.61 3/4" $32.61 3/4" $32.61 1" $56.11 1" $56.11 V. $56.11 1.25" $85.57 1.25" $85.57 1.25" $85.57 1.5" $121.86 1.5" $121.86 1.5" $121.86 2" $215.28 2" $215.28 2" $215.28 3" $478.86 3" $478.86 3" $478.86 4" $852.82 4" $852.82 4" $852.82 6" $1,915.49 6" $1,915.49 G. $1,915.49 10" $5,291.82 10" $5,291.82 10" $5,291.82 Rate, $ per Rate, $ per Threshold % Vol Price Ratio Kgal Threshold % Vol Price Ratio Kgal Threshold %Vol Price Ratio Rate, $ per Kgal 5 57.3% 1.00 $2.17 All Usage 100.0•0/ 1.00 3.27 All Usage 100.0% 1.00 4.02 30 17.6% 1.25 $2.71 20 15.0% 1.50 $3.26 > 20 10.0% 2.00 $4.34 [1] Base Rate includes the $8.00 per EDU charge Wastewater Utility Financial Plan The FY25 beginning balance is projected at $2.5 million. Wastewater revenues consist primarily of rate revenues and nominal non -rate revenue. Rate revenues at current rates are estimated at $1.948 million. Other non -rate revenue includes interest income and other miscellaneous sources which in total averages $100,000 annually. The City is currently paying down balances on four SRF loans; no additional loans or grants are anticipated in the wastewater utility for the study period of FY25-FY29. Total debt service payments in FY25 equal $512,000; debt service payments in FY26- FY29 are $468,000 annually. Capital projects in the wastewater utility will be funded by exiting revenue streams. Capital costs in FY25 are estimated at $994,000 and future years average $474,000 annually. The 5-year CIP during this same period totals $3.17 million. The City has a reserve target of $2.66 million for FY25 and a debt service coverage requirement' of 1.20xas part of the loan covenants. Rate revenues should be sufficient to meet annual requirements, including target reserves and debt service coverage. Revenues at current rates are insufficient to meet these requirements. Annual adjustments of 25% in the second half of FY25 followed by annual increases of 9% in FY26 through FY28, and 5% in FY29 are needed. The initial 25% rate increase is required to meet the target debt service coverage. Future increases are required to the debt service coverage and the reserve targets. The FY25 increase is anticipated to be effective for 6 months of the fiscal year. Figure 7 shows the cash flow for the operating fund, as well as ending fund balances, and target reserves. Figure 8 shows the projected revenue increases for the study period and Figure 9 shows the calculated debt service for the study period. ' Debt service coverage = [Revenues less expenses (excluding depreciation)] / annual debt service CITY OF LAUREL WATER AND WASTEWATER RATE STUDY 9 S3.5 0 g $3.0 $2.5 $ 2.0 $1.5 $1.0 $0.5 $0.0 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 Figure 7: Wastewater Cash Flow Summary FY2S FY26 FY27 FY28 FY29 Revenues � Expenditures Ending Balance ---Target Reserve Figure 8: Proposed Annual Water Rate Increases 25.0°, 9.0% 9.0°5 9VI 1 0 0 0 5.0% FY25 FY26 FY27 FY28 FY29 Figure 9: Debt Service Coverage FY25 FY26 FY27 FY28 FY29 Debt Service Coverage —Debt Service Coverage Target Cost of Service Raftelis completed a modified cost -of -service analysis based on standard methods supported by the Water Environment Federation Manual of Practice 27 (MOP27). This analysis determines the cost of providing wastewater service to each customer class and guides the design of the proposed rates. The rate structures developed for this study are based on normal strength contributions of biochemical oxygen CITY OF LAUREL 90 WATER AND WASTEWATER RATE STUDY demand (BOD) and total suspended solids (TSS). As a result, Raftelis did not complete a cost allocation analysis to determine high strength surcharges. The cost of service analysis focused on customer related costs and volume related costs only. Customer costs recover the cost of billing, general administrative costs, and a portion of capital related costs. The volume rate recovers the cost to collect and convey wastewater to the wastewater treatment plant. Figure 10 illustrates the minor shift in wastewater utility costs across customer classes with current rates compared to cost of service rates. Figure 10.-: Allocation of Wastewater Utility Costs Under Current Rates Compared to the Allocated Cost of Service 100% Commercial Commercial 80% 27.0% 28.0% 60% 40% 20% 0% Revenue at Existing Rates Cost of Service Rate Design A basic consideration in developing wastewater rate schedules is the establishment of fair charges to customers commensurate with the cost of providing their service. Based on review of the cost of service analysis, Raftelis proposes making some changes to the existing rate structure, as summarized below in Figure 11: Figure 11: Comparison ofExisting and Proposed FY25 Rates Monthly Minimum Charge/Base Charge, $ per Bill Meter Size Existing Proposed Inches 3/4" $29.24 $29.24 1" 52.34 52.34 1.25" 81.29 81.29 1.5" 116.96 116.96 2" 208.77 208.77 3" 467.84 467.84 4" 835.39 835.39 6" 1,879.84 1,879.84 10.. 5,198.29 5,198.29 Volume Rate, $ per 2,000 Gallons Existing Proposed All Usage $5.27 $8.45 chargeIncludes capital 111 per EDU Table A-1 City of Laurel Water Utility Operating Subfund Cash Flow Analysis Table A-1 Line No. Description Budget 2025 For the Fiscal Year Ending June 30 Projected 2026 2027 2028 2029 Sources of Funds Water Sales Revenue 1 Total Revenue from Existing Water Rates RateRev_Projected 3,312,915 3,313,322 3,313,322 3,313,322 3,313,322 2 Additional Water Sales Revenue from Rate Increases 265,033 1,145,084 1,858,429 2,065,299 2,280,444 3 Total Water Rate Revenue 3,577,948 4,458,406 5,171,751 5,378,621 5,593,765 Other Operating Revenue 4 Water Line Insurance ($1/month) 33,000 33,000 33,000 33,000 33,000 5 Sales of Water Supplies 2,000 2,000 2,000 2,000 2,000 6 Fire Line 6,300 6,300 6,300 6,300 6,300 7 5/8" Bypass 8 System Development Fees 9 Miscellaneous Water CHS Revenue 10 Raw Water-CHS 11 Settled Water-CHS 12 Rate Increase (2027 and 2032 per Contract) 13 Total CHS Non -Potable Revenues 14 Total Sources Uses of Funds 15 Operation and Maintenance Expense Debt Service Existing Debt Service 16 WRF-19431 17 WRF-17371 18 Proposed State Loans 19 Proposed Revenue Bonds 20 Total Debt Service 21 Transfer to Capital Fund 22 Total Uses 23 Annual Surplus (Deficiency) 24 Beginning Balance 25 Ending Balance Target Reserves 26 90 Days 0&M 27 Meter Deposits 28 Total Target Reserves 29 Unrestricted Funds 30 Debt Service Coverage 31 Target 30 Annual Water Service Revenue Increase 32 Cumulative Revenue Increase 33 CHS Settled Water/Non-Potable Revenue Increase 28,600 28,600 28,600 28,600 28,600 0 0 0 0 0 2,000 2,000 2,000 2,000 2,000 172,400 172,400 172,400 172,400 172,400 26,300 26,300 26,300 26,300 26,300 0 0 0 0 0 198,700 198,700 198,700 198,700 198,700 3,848,548 4,729,006 5,442,351 5,649,221 5,864,365 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 305,285 305,290 306,171 306,918 307,529 121,125 121,021 120,973 121,668 121,406 0 0 1,190,359 1,421,818 1,421,818 0 0 0 0 0 426,410 426,311 1,617,503 1,850,403 1,850,753 1,200,000 1,200,000 1,200,000 1,200,000 1,200,000 4,623,910 4,753,731 6,080,043 6,437,906 6,568,038 (775,362) (24,725) (637,693) (788,686) (703,673) 4,566,901 3,791,539 3,766,814 3,129,121 2,340,436 3,791,539 3,766,814 3,129,121 2,340,436 1,636,763 739,110 771,145 804,462 835,275 867,276 250,709 250,709 250,709 250,709 250,709 989,819 1,021,854 1,055,171 1,085,984 1,117,985 2,801,721 2,744,961 2,073,950 1,254,452 518,778 2.00 3.76 1.35 1.22 1.27 1.20 1.20 1.20 1.20 1.20 16.0% 16.0% 16.0% 4.0% 4.0% 16.0% 34.6% 56.1% 62.3% 68.8% 0 0 56.1% Draft -For Discussion Purposes Only Table A-2 City of Laurel Water Utility Capital Subfund Cash Flow Analysis Line No Description Budget 2025 For the Fiscal Year Ending June 30 Projected 2026 2027 2028 Table A-2 2029 1 Transfer from OP 1,200,000 1,200,000 1,200,000 1,200,000 1,200,000 2 Proposed Revenue Bonds 0 0 0 0 0 3 Proposed State Loans (30-Year, 2.5% Int) 0 0 18,556,701 3,608,247 0 4 Grants 0 207,500 1,867,500 0 0 5 Connection Fees 0 0 0 0 0 6 Interest Income 316,040 117,887 0 54,012 83,875 7 Total Sources 1,516,040 1,525,387 21,624,201 4,862,260 1,283,875 Uses of Funds 8 PAYGO Capital Projects 1,341,000 831,820 21,295,580 7,070,665 692,853 9 Total Uses 1,341,000 831,820 21,295,580 7,070,665 692,853 10 Annual Surplus/(Deficiency) 175,040 693,567 328,622 (2,208,406) 591,022 11 Beg Balance (Restricted) 4,111,503 4,286,543 4,980,111 5,308,732 3,100,326 12 Ending Balance 4,286,543 4,980,111 5,308,732 3,100,326 3,691,348 Target Reserves 13 Target Reserve (1-Year RC Depreciation Expense) 1,500,000 1,545,000 1,591,350 1,639,091 1,688,263 14 Cash - Meter replacement 137 137 137 137 137 15 Cash - Restricted - Water Line 276,439 276,439 276,439 276,439 276,439 16 Cash - Refinanced Bonds 736,505 736,505 736,505 736,505 736,505 17 Cash - Bond Reserve SFR SED 169,546 169,546 169,546 169,546 169,546 18 Cash - Bond Reserve DNRC IV 95,903 95,903 95,903 95,903 95,903 19 Cash - Bond Reserve DNRC IV 133,828 133,828 133,828 133,828 133,828 20 Total Target Reserves 2,912,357 2,957,357 3,003,707 3,051,448 3,100,621 21 Unrestricted Cash 1,374,186 2,022,753 2,305,025 48,879 590,728 Draft -For Discussion Purposes Only City of Laurel Water Utility Annual Operation and Maintenance Expense Line No. Fund Fund Description Account Description Budget 2025 For the Fiscal Year Ending June 30 Projected 2026 2027 2028 Table A-3 2029 5210-430500 WATER -PURIFICATION AND TREATMENT 1 392 ADMINISTRATIVE SERVICES 121,000 126,445 132,135 137,420 142,917 5210-430540 WATER -PURIFICATION AND TREATMENT 2 500 Water Plant 110 SALARIES AND WAGES 570,000 595,650 622,454 647,352 673,247 3 500 Water Plant ill OVERTIME 15,800 16,511 17,254 17,944 18,662 4 500 Water Plant 138 VISION INSURANCE 600 627 655 681 709 5 500 Water Plant 139 DENTAL INSURANCE 4,500 4,703 4,914 5,111 5,315 6 500 Water Plant 141 UNEMPLOYMENT INSURANCE 1,800 1,881 1,966 2,044 2,126 7 500 Water Plant 142 WORKERS' COMPENSATION 18,000 18,810 19,656 20,443 21,260 8 500 Water Plant 143 HEALTH INSUANCE 97,000 101,365 105,926 110,163 114,570 9 500 Water Plant 144 LIFE INSURANCE 1,200 1,254 1,310 1,363 1,417 10 500 Water Plant 145 FICA 42,000 43,890 45,865 47,700 49,608 11 500 Water Plant 146 PIERS 47,000 49,115 51,325 53,378 55,513 12 500 Water Plant 149 ST/LT DISABILITY 4,500 4,703 4,914 5,111 5,315 13 500 Water Plant 194 FLEX MEDICAL 6,500 6,793 7,098 7,382 7,677 14 500 Water Plant 220 OPERATING SUPPLIES 25,000 26,000 27,040 27,986 28,966 15 500 Water Plant 221 CHEMICALS 165,000 171,600 178,464 184,710 191,175 16 500 Water Plant 222 LABORATORY & MEDICAL SUPP 8,000 8,320 8,653 8,956 9,269 17 500 Water Plant 226 CLOTHING AND UNIFORMS 1,200 1,254 1,310 1,363 1,417 18 500 Water Plant 231 GAS, OIL, DIESEL FUEL, GR 7,000 7,315 7,644 7,950 8,268 19 500 Water Plant 232 MOTOR VEHICLE PARTS 2,000 2,080 2,163 2,239 2,317 20 500 Water Plant 233 MACHINERY & EQUIPMENT PAR 16,000 16,640 17,306 17,911 18,538 21 500 Water Plant 241 CONSUMABLETOOLS 1,000 1,040 1,082 1,119 1,159 22 500 Water Plant 263 SAFETY SUPPLIES 2,000 2,080 2,163 2,239 2,317 23 500 Water Plant 312 NETWORKING FEES 5,000 5,200 5,408 5,597 5,793 24 500 Water Plant 335 MEMBERSHIPS & DUES 1,500 1,560 1,622 1,679 1,738 25 500 Water Plant 337 ADVERTISING 2,500 2,600 2,704 2,799 2,897 26 500 Water Plant 339 CERTIFICATION RENEWAL 2,000 2,080 2,163 2,239 2,317 27 500 Water Plant 341 ELECTRIC UTILITY SERVICES 200,000 208,000 216,320 223,891 231,727 28 500 Water Plant 343 CELLULAR TELEPHONE 1,200 1,254 1,310 1,363 1,417 29 500 Water Plant 344 GAS UTILITY SERVICE 35,000 36,400 37,856 39,181 40,552 30 500 Water Plant 345 TELEPHONE 1,100 1,150 1,201 1,249 1,299 31 500 Water Plant 349 QUALITYTESTING 10,000 10,400 10,816 11,195 11,586 32 500 Water Plant 350 PROFESSIONAL SERVICES 15,000 15,600 16,224 16,792 17,380 33 500 Water Plant 351 MEDICAL, DENTAL, VETERINARY 1,000 1,045 1,092 1,136 1,181 34 500 Water Plant 355 DATA PROCESSING SERVICES - _ _ _ _ 35 500 Water Plant 360 REPAIR & MAINTENANCE SERVICES 3,000 3,120 3,245 3,358 3,476 36 500 Water Plant 364 WATER/SEWER STRUCTURE & EQUIP 250,000 260,000 270,400 279,864 289,659 37 500 Water Plant 366 BUILDING MAINTENANCE 50,000 52,000 54,080 55,973 57,932 38 500 Water Plant 370 TRAVEL 4,000 4,160 4,326 4,478 4,635 39 500 Water Plant 380 TRAINING SERVICES 3,000 3,120 3,245 3,358 3,476 40 500 Water Plant 397 CONTRACTED SERVICES 16,000 16,640 17,306 17,911 18,538 41 500 Water Plant 511 INSURANCE ON BLDGS/IMPRVM 9,500 9,880 10,275 10,635 11,007 42 500 Water Plant 513 LIABILITY 22,155 23,041 23,963 24,802 25,670 43 500 Water Plant 514 VEHICLE / EQUIPMENT INSURANCE _ _ _ _ _ 44 500 Water Plant 519 POLLUTION INSURANCE _ _ _ - _ 45 500 Water Plant 533 MACHINERY & EQUIPMENT RENTAL 20,000 20,800 21,632 22,389 23,173 46 500 Water Plant 544 DISCHARGE PERMIT FEE 3,000 3,120 3,245 3,358 3,476 47 900 Water Plant 900 CAPITAL OUTLAY _ _ _ _ _ 48 900 Water Plant 920 BUILDINGS 49 900 Water Plant 930 IMPROVEMENTS OTHER THAN B 50 900 Water Plant 940 MACHINERY & EQUIPMENT 51 Water Plant 943 NEW VEHICLE 52 900 Water Plant 946 COMPUTER EQ/SOFTWARE - _ _ _ _ 5210-430550 WATER -TRANSMISSION AND DISTRIBUTION 53 540 Water System 110.00 SALARIES AND WAGES 335,000 350,075 365,828 380,462 395,680 54 540 Water System 111.00 OVERTIME 3,500 3,658 3,822 3,975 4,134 55 540 Water System 138.00 VISION INSURANCE 325 340 355 369 384 56 540 Water System 139.00 DENTAL INSURANCE 2,100 2,195 2,293 2,385 2,480 57 540 Water System 141.00 UNEMPLOYMENT INSURANCE 1,000 1,045 1,092 1,136 1,181 58 540 Water System 142.00 WORKERS'COMPENSATION 9,200 9,614 10,047 10,448 10,866 59 540 Water System 143.00 HEALTH INSUANCE 42,500 44,413 46,411 48,268 50,198 60 540 Water System 144.00 LIFE INSURANCE 500 523 546 568 591 61 540 Water System 145.00 FICA 18,000 18,810 19,656 20,443 21,260 62 540 Water System 146.00 PIERS 21,000 21,945 22,933 23,850 24,804 Draft -For Discussion Purposes Only City of Laurel Table A-3 Water Utility Annual Operation and Maintenance Expense For the Fiscal Year Ending June 30 Line Budget Projected No. Fund Fund Description Account Description 2025 2026 2027 2028 2029 $ $ $ $ $ 63 540 Water System 149.00 ST/LT DISABILITY 2,500 2,613 2,730 2,839 2,953 64 540 Water System 194.00 FLEX MEDICAL 2,800 2,926 3,058 3,180 3,307 65 540 Water System 220.00 OPERATING SUPPLIES 26,000 27,170 28,393 29,528 30,709 66 540 Water System 221.00 CLOTHING AND UNIFORMS 1,800 1,881 1,966 2,044 2,126 67 540 Water System 226.00 REPAIR & MAINTENANCE SUPP 15,000 15,600 16,224 16,792 17,380 68 540 Water System 231.00 GAS, OIL, DIESEL FUEL, GR 16,000 16,640 17,306 17,911 18,538 69 540 Water System 232.00 MOTOR VEHICLE PARTS 5,000 5,200 5,408 5,597 5,793 70 540 Water System 233.00 MACHINERY & EQUIPMENT PAR 30,000 31,200 32,448 33,584 34,759 71 540 Water System 239.00 TIRES/TUBES/CHAINS 3,000 3,120 3,245 3,358 3,476 72 540 Water System 241.00 CONSUMABLE TOOLS _ _ _ _ _ 73 540 Water System 263.00 SAFETY SUPPLIES 1,500 1,560 1,622 1,679 1,738 74 540 Water System 311.00 POSTAGE 6,400 6,656 6,922 7,165 7,415 75 540 Water System 312.00 NETWORKING FEES 1,000 1,040 1,082 1,119 1,159 76 540 Water System 337.00 ADVERTISING 1,000 1,045 1,092 1,136 1,181 77 540 Water System 339.00 CERTIFICATION RENEWAL 1,200 1,254 1,310 1,363 1,417 78 540 Water System 341.00 ELECTRIC UTILITY SERVICES 15,600 16,302 17,036 17,717 18,426 79 540 Water System 343.00 CELLULAR TELEPHONE 3,000 3,135 3,276 3,407 3,543 80 540 Water System 350.00 PROFESSIONAL SERVICES 50,000 52,250 54,601 56,785 59,057 81 540 Water System 351.00 MEDICAL, DENTAL, VETERINARY 1,000 1,045 1,092 1,136 1,181 82 540 Water System 355.00 DATA PROCESSING SERVICES 2,500 2,613 2,730 2,839 2,953 83 540 Water System 360.00 REPAIR& MAINTENANCE SERV 20,000 20,900 21,841 22,714 23,623 84 540 Water System 362.00 OFFICE MACHINERY & EQUIP 25,000 26,125 27,301 28,393 29,528 85 540 Water System 367.00 WATER/SEWER LINES REPAIR 200,000 209,000 218,405 227,141 236,227 86 540 Water System 368.00 CURB BOX REPAIR/REPLACE 25,000 26,125 27,301 28,393 29,528 87 540 Water System 370.00 TRAVEL 3,000 3,135 3,276 3,407 3,543 88 540 Water System 380.00 TRAINING SERVICES 5,000 5,225 5,460 5,679 5,906 89 540 Water System 397.00 CONTRACTED SERVICES 16,000 16,720 17,472 18,171 18,898 90 540 Water System 452.00 GRAVEL AND SAND - _ _ 91 540 Water System 511.00 INSURANCE ON BLDGS/IMPRVM 8,365 8,741 9,135 9,500 9,880 92 540 Water System 513.00 LIABILITY 8,989 9,394 9,816 10,209 10,617 93 540 Water System 514.00 VEHICLE/EQUIPMENTINSURAN 3,566 3,726 3,894 4,050 4,212 94 540 Water System 530.00 RENT 182,000 190,190 198,749 206,698 214,966 95 540 Water System 532.00 LANDRANTAL/EASEMENTS 11,800 12,331 12,886 13,401 13,937 96 540 Water System 533.00 MACHINERY & EQIPMENT RENT _ _ _ _ _ 97 540 Water System 540.00 SPECIAL ASSESSMENTS _ _ _ _ _ 98 540 Water System 543.00 SERVICE CONNECTION FEE 6,100 6,375 6,661 6,928 7,205 99 540 Water System 811.00 LIABILITY DEDUCTIBLES _ _ _ _ _ 100 900 Water System 901 MISC CAPITAL PROJECTS 101 900 Water System 938 REPLACE WATER/SEWER LINE 102 900 Water System 949 VEHICLE(S) 103 901 Water System 950 MINI EXCAVATOR _ _ _ _ _ 5210-430551 MURRAY HEIGHTS SUBDIVISION - BOOSTER STATION 104 540.00 Water System 220.00 Operating Supplies 500 523 543 565 588 105 540.00 Water System 231.00 Gas, Oil, Diesel Fuel, Gr _ _ _ _ 106 540.00 Water System 241.00 Consumable Tools - _ _ _ _ 107 540.00 Water System 341.00 Electric Utility Services 15,000 15,675 16,302 16,954 17,632 108 540.00 Water System 344.00 Gas Utility Services 800 836 869 904 940 109 540.00 Water System 360.00 Repair & Maintenance Sery 5,000 5,225 5,434 5,651 5,877 110 540.00 Water System 366.00 Building Maintenance 5,000 5,225 5,225 5,225 5,225 5210-430552 WATER RESERVOIR 111 540 Water System 220.00 Operating Supplies 300 314 326 339 353 112 540 Water System 341.00 Electric Utility Services 1,500 1,568 1,630 1,695 1,763 113 540 Water System 350.00 Professional Services 7,500 7,838 8,151 8,477 8,816 114 540 Water System 364.00 Water/Sewer Struct. & Equ _ _ _ _ _ 115 540 Water System 452.00 Gravel and Sand 116 900 Water System 920.00 Buildings _ _ _ - _ 5210-430553 ELENA BOOSTER STATION 117 540 Water System 220 Operating Supplies 100 105 109 113 118 118 540 Water System 231 Gas, Oil, Diesel Fuel, Gr 500 523 543 565 588 119 540 Water System 233 Machinery & Equipment Par 1,500 1,568 1,630 1,695 1,763 120 540 Water System 341 Electric Utility Services 7,500 7,838 8,151 8,477 8,816 121 540 Water System 350 Professional Services 500 523 543 565 588 122 540 Water System 360 Repair& Maintenance5ery 1,000 1,045 1,087 1,130 1,175 123 540 Water System 366 Building Maintenance 500 523 543 565 588 Draft -For Discussion Purposes Only City of Laurel Table A-3 Water Utility Annual Operation and Maintenance Expense For the Fiscal Year Ending June 30 Line F Budget Projected No. Fund Fund Description Account Description 2025 2026 2027 2028 2029 $ $ $ $ $ 5210-521000 INTERFUND OPERATING TRANSFERS OUT 124 540 Water 820 Transfers to Other Funds 125 Total Operating Budget Total Operation and Maintenance Expense Total Operation and Maintenance Expenses 900.00 Capital Expenditures Total Operating Budget 5,000 5,000 5,000 5,000 5,000 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 0 0 0 0 0 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 Draft -For Discussion Purposes Only City of Laurel Water Utility Water Capital Improvement Plan Excluding Inflation Table A-4 For the Fiscal Year Ending June 30 Line Budget Projected 2025-2029 No. Title 2025 2026 2027 2028 2029 Total 1 Bulk Water Sales Station - On Hold 2 West 7th St Wtr Replacement - Combined w/1st Ave 3 Riverside Park Water+ Irrigation System 4 Water Treatment Plant Stormwater Improvements 5 New Wtr Tank, Booster Station & Piping Redun 6 1st Ave. Water Valve Installation w/ W 7th 7 City Wide Valve & Hydrant Replacement Project 8 Replacement of Water Lines ($900 ft @ 450 If) 9 Water Tank Painting 10 Filters 11 949-Mini Excavator 12 920-Buildings-Reserve 13 Miscellaneous Undesignated Projects 14 Total Capital Improvement Ex. Inflation 400,000 650,000 0 360,000 125,000 210,000 18,675,000 170,000 170,000 145,000 145,000 145,000 145,000 81,000 81,000 81,000 81,000 81,000 200,000 800,000 5,000,000 150,000 20,000 500,000 4,b01,000 796,000 19,501,000 6,196,000 581,000 400,000 650,000 360,000 125,000 18,885,000 340,000 580,000 405,000 1,000,000 5,000,000 150,000 20,000 500,000 31,675,000 Draft -For Discussion Purposes Only City of Laurel Table A-5 Water Utility Water Capital Improvement Plan (Inflated) Annual Inflation 0.0% 4.5% 4.5% 4.5% 4.5% Cumulative Inflation 0.0% 4.5% 9.2% 14.1% 19.3% For the Fiscal Year Ending June 30 Line Budget Projected 2025-2029 No. Title 2025 2026 2027 2028 2029 Total 1 Bulk Water Sales Station - On Hold - 436,810 - - 436,810 2 West 7th St Wtr Replacement - Combined w/1st Ave 650,000 - - 650,000 3 Riverside Park Water+ Irrigation System - 376,200 - - - 376,200 4 Water Treatment Plant Stormwater Improvements 125,000 - - - - 125,000 5 New Wtr Tank, Booster Station & Piping Redun - 219,450 20,393,567 - - 20,613,017 6 1st Ave. Water Valve Installation w/ W 7th 170,000 - - 193,998 - 363,998 7 City Wide Valve & Hydrant Replacement Project 145,000 151,525 158,344 165,469 - 620,338 8 Replacement of Water Lines ($900 ft @ 450 If) 81,000 84,645 88,454 92,434 96,594 443,127 9 Water Tank Painting - - 218,405 912,933 - 1,131,338 10 Filters - 5,705,831 - 5,705,831 11 Settling Pond (2011 Great Westen MP) - - - - - 12 920-Buildings-Reserve 20,000 - - - - 20,000 13 Miscellaneous Undesignated Projects - - - - 596,259 596,259 14 Total Capital Improvement Program Including Inflation 1,341,000 831,820 21,295,580 7,070,665 692,853 31,231,918 Draft -For Discussion Purposes Only City of Laurel Water Utility Test Year 2025 Revenue Requirement Table A-6 Line Operating No• Description Expense Capital Expense Total Revenue Requirement 1 Operation and Maintenance Expense 2,997,500 2,997,500 2 Repair and Replacement Capital 1,200,000 1,200,000 3 Debt Service 426,410 426,410 4 Total Revenue Requirements 2,997,500 1,626,410 4,623,910 Less Revenue Offsets 5 Water Line Insurance ($1/month) (33,000) (33,000) 6 Sales of Water Supplies (2,000) (2,000) 7 Fire Line (6,300) (6,300) 8 5/8" Bypass (28,600) (28,600) 9 System Development Fees 0 0 10 Miscellaneous Water (2,000) (2,000) 0 CHS Revenue 0 11 Raw Water-CHS (172,400) (172,400) 12 Settled Water-CHS (26,300) (26,300) 13 Rate Increase (2027 and 2032 per Contract) 0 0 14 Change in Fund Balance (330,826) (179,502) (510,328) 15 Subtotal Revenue Offsets (601,426) (179,502) (780,928) 16 Net Revenue Requirement 2,396,074 1,446,908 3,842,982 Draft -For Discussion Purposes Only City of laurel Water Utility Allocation of Water System Assets and Annual Capital Costs Table A-7 Volume I Customer Related Line Maximum Day Maximum Hour Meters & General& No. Description 0&M Costs Base Demand Demand Services Billing Indirect Admin Total Water System Assets 1 Source of Supply 2 Treatment 3 Transmission & Distribution 4 Customer/Billing 5 Meters & Services 6 Public Fire 7 Not Used 8 Not Used 9 General & Admin 10 Pump Station 11 Treated Storage 12 land 13 Total 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Draft -For Discussion Purposes Only City of laurel Water Utility Allocation of Water System Assets and Annual Capital Costs Une No. Description Water System Assets 1 Source of Supply 2 Treatment 3 Transmission & Distribution 4 Customer/Billing 5 Meters & Services 6 Public Fire 7 Not Used 8 Not Used 9 General & Admin 30 Pump Station 11 Treated Storage 12 land 13 0 14 Total Water System Assets 15 General & Admin, % 16 General & Admin Allocation, $ 17 Total Reallocated Assets 18 Percent of Total 19 Annual Capital Costs (with Rev Req Adjustments( Table A-8 Volume Customer Related Replacement Maximum Day Maximum Hour Meters& General& Cost Base Demand Demand Services Billing Indirect Admin Total 2,841,754 2,841,754 0 0 0 0 0 0 2,841,754 39,991,420 22,217,456 17,773,965 0 0 0 0 0 39,991,420 33,042,881 5,507,147 4,405,717 6,608,576 16,521,440 0 0 0 33,042,881 0 0 0 0 0 0 0 0 0 2,544,987 0 0 0 2,544,987 0 0 0 2,544,987 184,685 0 0 0 184,685 0 0 0 194,685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18,474 0 0 0 0 0 0 18,474 18,474 53,810 29,895 23,916 0 0 0 0 0 53,810 969,401 323,134 258,507 387,761 0 0 0 0 969,401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 79,647,413 30,919,385 22,462,105 6,996,337 19,251,113 0 0 18,474 79,647,413 TRUE 38.8% 28.2% 8.8% 24.2% 18,474 7,173 51211 1,623 4,466 30,926,558 22,467,316 6,997,960 19,255,579 38.8% 28.2% 8.8% 24.2% 1,446,908 561,825 408,150 127,128 349,805 Draft -For Discussion Purposes Only City of Laurel Table A-9 Water Utility Operation and Maintenance Expense Functional Category Allocations 1 2 3 4 5 Line Test Year Source of Trans/ Customer/ Meters& No. 2025 Supply Treatment Dist Billing Services Total 5210-430500 WATER- PURIFICATION AND TREATMENT $ 1 Soo 392 ADMINISTRATIVE SERVICES 1121,000 150% 50% 300% 5210-430540 WATER- PURIFICATION AND TREATMENT 2 Soo 110 SALARIES AND WAGES 3 500 111 OVERTIME 4 500 138 VISION INSURANCE 5 Soo 139 DENTAL INSURANCE 6 500 141 UNEMPLOYMENT INSURANCE 7 Soo 142 WORKERTCOMPENSATION 8 Soo 143 HEALTH INSUANCE 9 Soo 144 LIFE INSURANCE 10 Soo 145 FICA 11 500 146 PERS 12 500 149 ST/LT DISABILITY 13 500 194 FLEX MEDICAL 14 500 220 OPERATING SUPPLIES 15 500 221 CHEMICALS 16 500 222 LABORATORY & MEDICAL SUPP 17 500 226 CLOTHING AND UNIFORMS 38 500 231 GAS, OIL, DIESEL FUEL, GR 19 Soo 232 MOTOR VEHICLE PARTS 20 500 233 MACHINERY & EQUIPMENT PAR 21 500 241 CONSUMABLETOOLS 22 500 263 SAFETY SUPPLIES 23 500 312 NETWORKING FEES 24 500 335 MEMBERSHIPS & DUES 25 500 337 ADVERTISING 26 500 339 CERTIFICATION RENEWAL 27 500 341 ELECTRIC UTILITY SERVICES 28 500 343 CELLULAR TELEPHONE 29 500 344 GAS UTILITY SERVICE 30 500 345 TELEPHONE 31 500 349 QUALITYTESTING 32 500 350 PROFESSIONAL SERVICES 33 500 351 MEDICAL, DENTAL, VETERINARY 34 500 355 DATA PROCESSING SERVICES 35 500 360 REPAIR & MAINTENANCE SERVICES 36 500 364 WATER/ SEWER STRUCTURE & EQUIP 37 500 366 BUILDING MAINTENANCE 38 500 370 TRAVEL 39 500 380 TRAINING SERVICES 40 500 397 CONTRACTED SERVICES 41 500 511 INSURANCE ON BLDGS/IMPRVM 42 500 513 LIABILITY 43 500 514 VEHICLE/ EQUIPMENT INSURANCE 44 500 519 POLLUTION INSURANCE 45 500 533 MACHINERY & EQUIPMENT RENTAL 46 500 544 DISCHARGE PERMIT FEE 47 500 900 CAPITAL OUTLAY 48 500 920 BUILDINGS 49 500 930 IMPROVEMENTS OTHER THAN 50 Soo 940 MACHINERY&EQUIPMENT 51 501 943 NEW VEHICLE 52 Soo 946 COMPUTER EQ/5OFTWARE 5210-430550 WATER- TRANSMISSION AND DISTRIBUTION 53 540 110 SALARIESAND WAGES 54 540 111 OVERTIME 55 540 138 VISION INSURANCE 56 540 139 DENTAL INSURANCE 57 540 141 UNEMPLOYMENT INSURANCE 58 540 142 WORKERS'COMPENSATION 59 540 143 HEALTH INSUANCE 60 540 144 LIFE INSURANCE 61 540 145 FICA 62 540 146 PERS 63 540 149 ST/LT DISABILITY 64 540 194 FLEX MEDICAL 65 540 220 OPERATING SUPPLIES 66 540 221 CLOTHING AND UNIFORMS 67 540 226 REPAIR & MAINTENANCE SUPP 68 540 231 GAS, OIL, DIESEL FUEL, GR 69 540 232 MOTOR VEHICLE PARTS 70 540 233 MACHINERY & EQUIPMENT PAR 71 540 239 TIRES/TUBES/CHAINS 72 540 241 CONSUMABLETOOLS 73 540 263 SAFETY SUPPLIES 74 540 311 POSTAGE 75 540 312 NETWORKING FEES 76 540 337 ADVERTISING 77 540 339 CERTIFICATION RENEWAL 78 540 341 ELECTRIC UTILITY SERVICES 570,000 100% 100% 15,800 100% 100% 600 100% 100% 4,500 100% 100% 1,800 100% 100% 18,000 100% 100% 97,000 100% 100% 1,200 100% 100% 42,000 100% 100% 47,000 100% 100% 4,500 100% 100% 6,500 100% 100% 25,000 100% 100% 165,000 100% 100% 8,000 100% 100% 1,200 100% 100% 7,000 100% 100% 2,000 100% 100% 16,000 100% 100% 1,000 100% 100% 2,000 100% 100% 5,000 100% 100% 1,500 100% 100% 2,500 100% 100% 2,000 100% 100% 200,000 100% 100% 1,200 100% 100% 35,000 100% 100% 1,100 100% 100% 10,000 100% 100% 15,000 100% 100% 1,000 100% 100% - 100% 100% 3,000 100% 100% 250,000 100% 100% 50,000 100% 100% 4,000 100% 100% 3,000 1 100% 100% 16,000 100% 100% 9,500 100% 100% 22,155 100% 100% - 100% 100% - 100% 100% 20,000 100% 100% 3,000 100% 100% - 0% 0% 0% 0% 0% 0% 335,000 100% 100% 3,500 100% 100% 325 100% 100% 2,100 100% 100% 1,000 100% 100% 9,200 100% 100% 42,500 100% 100% Soo 100% 100% 18,000 100% 100% 21,000 100% 100% 2,500 100% 100% 2,900 100% 100% 26,000 100% 100% 1,800 100% 100% 15,000 100% 100% 16,D00 100% 100% 5,000 100% 100% 30,000 100% 100% 3,000 100% 100% - 100% l00% 1,500 100% 100% 6,400 100% 100% 1,000 100% 100% 1,000 100% 100% 1,200 100% 100% 15,600 100% 100% Draft -For Discussion Purposes Only City of Laurel Water Utility Operation and Maintenance Expense Functional Category Allocations Line No. 79 540 343 CELLULAR TELEPHONE 80 540 350 PROFESSIONAL SERVICES 81 540 351 MEDICAL, DENTAL, VETERINARY 82 540 355 DATA PROCESSING SERVICES 83 540 360 REPAIR & MAINTENANCE SERV 84 540 362 OFFICE MACHINERY & EQUIP 85 540 367 WATER/SEWER LINES REPAIR 86 540 368 CURB BOX REPAIR/REPLACE 87 540 370 TRAVEL 88 540 380 TRAINING SERVICES 89 540 397 CONTRACTED SERVICES 90 540 452 GRAVEL AND SAND 91 540 511 INSURANCE ON BLDGS/IMPRVM 92 540 513 LIABILITY 93 540 514 VEHICLE/EQUIPMENT INSURAN 94 540 530 RENT 95 540 532 LAND RANTAL/EASEMENTS 96 540 533 MACHINERY & EQIPMENT RENT 97 540 540 SPECIAL ASSESSMENTS 98 540 543 SERVICE CONNECTION FEE 99 540 811 LIABILITY DEDUCTIBLES 200 540 901 MISC CAPITAL PROJECTS 101 540 938 REPLACE WATER/SEWER LINE 102 540 943 VEHICLE(S) 103 540 949 MINIEXCAVATOR Table A-9 1 2 3 4 5 Test Year source of Trans/ Customer/ Meters& 2025 Supply Treatment Dist Billing Services Total 3,000 10o% 100% 50,000 100% 100% 1,000 100% 100% 2,500 100% 100% 20,000 100% 100% 25,000 100% 100% 200,000 100% 100% 25,000 100% 100% 3,000 100% 100% 5,000 100% 100% 16,000 100% 100% - 100% 100% 8,365 100% 1001 8,989 100% 100% 3,566 100% 100% 182,000 100% 100% 11,800 100% 100% - 100% 100% - 100% 100% 6,100 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 5210-430551 MURRAY HEIGHTS SUBDIVISION -BOOSTER STATION 104 540 220 Operating Supplies 105 540 231 Gas, Oil, Diesel Fuel, Gr 106 540 241 Consumable Tools 107 540 341 Electric Utility Services 108 540 344 Gas Utility Services 109 540 360 Repair& Maintenance Sew 110 540 366 Building Maintenance Soo 100% 100% 100% 100% - 100% 100% 15,000 100% 100% Soo 100% 100% 5,000 100% 100% 5,000 100% 100% 5210-430552 WATER RESERVOIR 111 540 220 Operating Supplies 300 112 540 231 Electric Utility Services 1,500 113 540 241 Professional Services 7,500 114 540 341 Water/Sewer Struct. & Equ - 115 540 344 Gravel and Sand - 116 540 360 Buildings - 5210-430553 ELENA BOOSTER STATION 117 540 220 Operating Supplies 118 540 231 Gas, Oil, Diesel Fuel, Gr 119 540 233 Machinery & Equipment Par 120 540 341 Electric Utility Services 121 540 350 Professional Services 122 540 360 Repair& Maintenance Sew 123 540 366 Building Maintenance 5210-521000 INTERFUND OPERATING TRANSFERS OUT 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100 100% 100% 500 100% 100% 1,500 100% 100% 7,500 100% 100% Soo 100% 100% 1,000 100% 100% Soo 100% 100% 124 540 820 Transfers to Other Funds 51000 I I T-100%1100% 125 Total 2,997,500 9,300 1,691,055 1,168,645 68,000 60,500 2,997,500 Source: City of Laurel - Expenditure Budget by Org Report - MultiYearActuals 0.3% 56.4% 39.0% 2.3% 2.0% 100.0% 0.3% 56.4% 39.0% 2.3% 2.0% 0 0 0 0 0 0 Town of Laurel 9,300 1,691,055 1,168,645 68,000 60,500 Water Utility Summary Operation and Maintenance Expense Functional Category Allocations Test Year 2025 Lookup Column-> 1 2 3 4 5 Line Source of 0 Trans/ Customer/ Meters& No Description Supply Treatment Dist Billing Services Total 1 Total Allocation 9,300 1,691,055 1,168,645 68,000 60,500 2,997,500 126 All Other Infrastructure Reallocation 0.3% 55.4% 39.0% 2.3% 2.0% 127 Total All Other Infrastructure - - - - 0 128 All Other General Reallocation 0.3% 56.4% 39.0% 2.3% 2.0% 129 Total Reallocated All Other General - - - 0 130 Total After Reallocation 9,300 1,691,055 1,168,645 68,000 60,500 2,997,500 131 % 0.3% 56.4% 39.0% 2.3% 2.0% 100.0% Draft -For Discussion Purposes Only City of laurel Water Utility Allocation of Functionallzed O&M Une No. Description Total Functions 1 Source of Supply 9,300 2 Treatment 1,691,055 3 Transmission & Distribution 1,168,645 4 Customer/Billing 68,000 5 Meters & Services 60,500 6 Public Fire 0 7 Common to Irrigation 0 B All Other Infrastructure 0 9 General & Admin 0 10 Pump Station 0 11 Treated Storage 0 12 13 14 Total 2,997,SD0 Volume I Customer Related Maximum Day Maximum Nour Meters& General& Base Demand Demand Services Billing Indirect Admin Table A-10 Total 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Draft -For Discussion Purposes Only City of laurel Water Utility Allocation of Functlonalized O&M Expenses to Cost Components Table A-11 Volume I Customer Related Line Maximum Day Maximum Hour Meters& General& No. Description Total Base Demand Demand Services Billing Indirect Admin Total Functions 1 Sourceof5upply 9,300 9,300 0 0 0 0 0 0 9,300 2 Treatment 1,691,055 939,475 751,580 0 0 0 0 0 1,691,055 3 Transmission & Distribution 1,168,645 194,774 155,819 233,729 584,323 0 0 0 1,168,645 4 Customer Billing 68,000 0 0 0 0 68,000 0 0 68,000 5 Meters & Services 60,500 0 0 0 60,500 0 0 0 60,500 6 Public Fire 0 0 0 0 0 0 0 0 0 7 Common to Irrigation 0 0 0 0 0 0 0 0 0 8 All Other Infrastructure 0 0 0 0 0 0 0 0 0 9 Indirect 0 0 0 0 0 0 0 0 0 10 Pump Station 0 0 0 0 0 0 0 0 0 11 Treated Storage 0 0 0 0 0 0 0 0 0 12 Total Allocated O&M 2,997,500 1,143,549 907,399 233,729 644,823 68,000 0 0 2,997,500 13 Percent of Total 38.2% 30.3% 7.8% 21.5% 1.396 0.0% 0.0% 14 Indirect & G&A Allocation, % 38.2% 30.3% 7.8% 11.5% 2.351 Settling Water and Raw Water Allocation 55.6% 44.4% 15 Indirect Allocation,$ 0 0 0 0 0 0 16 General & Admin Allocation, $ 0 0 0 0 0 0 17 Subtotal Reallocated O&M -% 2,997,500 1,143,549 907,399 233,729 644,823 68,000 18 Subtotal Reallocated O&M -% 38.2% 30.3% 7.89. 21.5% 2.3% 19 Miscellaneous Revenue Offsets (71,900) (27,430) (21,765) (5,606) (15,467) (1,631) 20 Allocation of Change in Fund Balance (330,826) (126,210) (100,147) (25,796) (71,167) (7,505) 21 Settling and Raw Water Revenue (198,700) (110,389) (88,311) 0 0 0 22 Total Revenue Offsets (602,426) (264,029) (210,224) (32,402) (86,634) (9,136) 19 Annual O&M Expenses with Reallocations(with Rev Req Adjustmr 2,396,074 879,520 697,176 202,327 558,188 58,864 Draft -For Discussion Purposes Only City of Laurel Table A-12 Water Utility Units of Service 3/4- Equivalent Water Use Maximum Day Demand Maximum Hour Demand Meter No. Customer Class Annua Average Day Demand Factor Total Demand Extra Capacity Demand Factor Total Demand Extra Capacity Sills Capacity Ratio 1,000 gal 1,000 gal 1 Residential 162,482 445 3.91 1,694 1,249 6.34 2,873 1,129 31,114 31,234 2 Commercial 88,935 244 2.35 573 330 3.92 955 382 Z802 9,115 3 Irrigation 10,391 28 7.65 218 189 12.75 363 145 185 438 4 Industrial 434,162 1,189 2.51 2,984 1,795 4.18 4,974 1,990 72 3,326 5 Total 695,969 1,907 5,470 3,563 9,116 3,646 34,173 44,112 Draft -For Discussion Purposes Only City of Laurel Table A-13 Water Utility Unit Costs of Service Volume Customer Related Line Maximum Day Maximum Hour Meters & No. Description Total Annual Demand Demand Services Billing Cost of Service 1 Operation and Maintenance Expense $2,997,500 $1,143,549 $907,399 $233,729 $644,823 $68,000 2 Capital Cost 1,446,908 561,825 408,150 127,128 349,805 0 3 Total Cost of Service $4,444,408 $1,705,374 $1,315,550 $360,857 $994,627 $68,000 4 Miscellaneous Revenue Offsets ($71,900) ($27,430) ($21,765) ($5,606) ($15,467) ($1,631) 5 Allocation of Change in Fund Balance (330,826) (126,210) (100,147) (25,796) (71,167) (7,505) 6 Settling and Raw Water Revenue (198,700) (110,389) (88,311) 0 0 0 7 Net Allocated Revenue Requirement $3,842,982 $1,441,344 $1,105,326 $329,454 $907,993 $58,864 8 Percent of Total 100% 38% 30% 8% 22% 2% Units of Service Equivalent Meter Units of Service 1,000 gal gpd gpdd Capacity # Bills 9 Common to All Customers (Table A-14, Line 5) 695,969 3,563 3,646 44,112 34,173 10 Common to Retail Customers (Table A-14, Lines 1-4) 261,808 1,768 1,657 40,786 34,101 Units of Service 11 Common to All Customers (Lines 3 - 6 / Line 9) $2.23 $335.03 $90.35 $20.58 $1.72 12 Common to Retail Customers (Line 6 / Line 10) ($0.42) ($49.96) $0.00 $0.00 $0.00 Draft -For Discussion Purposes Only City of Laurel Water Utility Distribution of Costs to Customer Classes Line No. Description 1 Unit Costs of Service - $/unit Common to All Customers (Lines 3 - 6 / Line 9) Common to Retail Customers (Line 6 / Line 10) Customer Class Residential 2 Units 3 Cost of Service - $ Commercial 4 Units 5 Cost of Service - $ Irrigation 6 Units 7 Cost of Service - $ Industrial 8 Units 9 Cost of Service - $ 10 Total Cost of Service Table A-14 Volume I Customer Related Maximum Day Maximum Hour Meters & Total Average Day Demand Demand Services Billing $2.23 $335.03 $90.35 $20.58 $1.72 $1.81 $285.07 $90.35 $20.58 $1.72 162,482 1,249 1,129 31,234 31,114 $1,448,292 $293,761 $355,995 $102,033 $642,907 $53,595 88,935 330 382 9,115 2,802 $481,741 $160,790 $93,971 $34,532 $187,622 $4,826 10,391 189 145 438 185 $95,209 $18,786 $53,975 $13,119 $9,010 $319 434,162 1,795 1,990 3,326 72 $1,817,739 $968,007 $601,385 $179,770 $68,454 $124 3,842,982 1,441,344 1,105,326 329,454 907,993 58,864 Draft -For Discussion Purposes Only City of Laurel Water Utility Comparison of Cost of Service With Revenues Under Existing Rates Table A-15 Line 2025 Revenue at No Customer Class Cost of Service Existing Rates Change - $ Change - COS Rev 1 Residential $1,448,292 $1,405,545 $42,747 3.0% 2 Commercial 481,741 523,700 (41,959) -8.0% 3 Irrigation 95,209 42,824 52,385 122.3% 4 Industrial $1,817,739 1,340,846 476,893 35.6% 5 Total System $3,842,982 16.0% 3,312,915 530,066 Draft -For Discussion Purposes Only City of Laurel Water Utility Adjusted Cost of Service Line No Customer Class 2025 Revenue at Cost of Service Existing Rates Change - $ Table A-16 Adjustment Adjusted COS Change - % 1 Residential $1,448,292 $1,405,545 $0 $0 $1,448,292 2 Commercial 481,741 523,700 41,959 $0 523,700 3 Irrigation 95,209 42,824 - (2,088) 93,121 4 Industrial 1,817,739 1,340,846 - (39,871) 1,777,869 5 Total $3,842,982 $3,312,915 $41,959 ($41,959) $3,842,982 3.0% 0.0% 117.5% 32.6% 16.0% Draft -For Discussion Purposes Only City of laurel Water 000ty Deve,pment of Con of Semke Rates Residential Cast of Servke SIAU292 Combined Commerda land l nigatlon COS $616,921 Industrial MeterShe BiOt S.0 Revenue Inehes 3/4' 31,030 53L61 51,011,886 1' 60 $56.11 $3,372 III' 0 SM57 $o I.S. 24 $121.86 $2,9M 2' 0 $215.29 So 3' 0 5478.86 $0 4' 0 SRSLe2 $0 6' 0 $3,915.49 $0 20' 0 $5,79L82 $0 Total Semke Charge Revenue $1,018,131 Volume Rate Revewe Required 5430,104 Thnehold %Vol Rrt, Volume Rate Revenue 5000 573% LOO 93,125 L27 202,133 IODOD 17.6% 1.25 28,667 2.71 77,780 20DDO 15.0% 1.50 24,371 3.26 79,350 99999 10.0% LOD 16,319 4.34 70.841 Total 36L481 L65 430,104 Rounded 93.125 2.17 20L082 28,667 L71 7709 24,371 3.26 79,451 M319 4.34 70JM ISZ482 2.65 430,043 Over/Under Recovery (61) Table A-17 MeteeSbe ergs L.C.. Revenue MeerSbe sift S.C. Revenue Inches Inches 3/4' 1,324 $32.61 $43,186 3/4' 12 $32.61 $392 1' 911 $56.12 $52,234 1' 12 $56.11 $674 1.25, 12 $95.57 $1,028 1.2s' 0 $85.57 $0 1.5' 322 $121.96 $39,278 Ls' 0 $121.96 $0 2- 274 $215.28 $59p46 2- 0 $215.28 $0 3' e7 $478.36 $41,702 3- 24 S478.86 $11,504 4- 12 $852.82 $10,244 4' 0 $952.92 $0 6' 24 $1,915.49 $46,018 6' 12 SL915.49 $23,009 30' 0 $5,291.82 $0 10' 12 55,291.8E $63,565 Tetaf Servke Charge Rnenue $E9 M Total SmIce Change Revenue $3S,S79 Volume Rate Revenue Requlred $324p8S Volume Rate Revenue Required $1,742,290 Threshold %Val Rat, Valume Rate Revenue Threshold %Vol Ratio Vo,ma Rate Revenue All Usage 100.0% 1A0 0,325 $3.26 324p85 AIIUvge 300.0% 1.00 434,162 4.01 1,742.290 0.0% 100 0 3.26 - 0.0% LOD 0 4.01 - 0.0% 1.00 0 3.26 - 0.0% LOD 0 4.01 - 0.0% LOD 0 3.26 0.0% 1.00 0 4.01 TaGI 100.0% I.W ",M 3.25 3E4,085 Tohl =.0% 1.00 434,162 401 1,742,290 Rounded Rounded 99,325 3.27 324,794 434,162 4.02 1,745,329 0 3.27 - 0 4.02 - 0 3.27 - 0 402 - 0 3.27 0 4.02 99,3E5 3.27 324,794 434,16E 4.02 L745,329 Over/Under Recovery 710 Oweunder Recovery 3039 Dmf .Far 01scuelon Purposes Only City of Laurel Water Utility Cost of Service Rate Summary Residential Monthly Inches 3/4" $32.61 1" $56.11 1.25" $85.57 1.5" $121.86 2" $215.28 3" $478.86 4" $852.82 6" $1,915.49 10" $5,291.82 Rate, $ Threshold %Vol Price Ratio per Kgal 5 57.3% 1.00 $2.17 10 17.6% 1.25 $2.71 20 15.0% 1.50 $3.26 > 20 10.0% 2.00 $4.34 Table A-18 Combined Commercial and Irrigation Industrial Monthly Monthly Meter Size Base Rate [1] Meter Size Base Rate [1] Inches Inches 3/4" $32.61 3/4" $32.61 1" $56.11 1" $56.11 1.25" $85.57 1.25" $85.57 1.5" $121.86 1.5" $121.86 2" $215.28 2" $215.28 3" $478.86 3" $478.86 4" $852.82 4" $852.82 6" $1,915.49 6" $1,915.49 10" $5,291.82 10" $5,291.82 Rate, $ per Rate, $ per Threshold % Vol Price Ratio Kgal Threshold % Vol Price Ratio Kgal All Usage 100.0% 1.00 3.27 All Usage 100.0% 1.00 4.02 Draft -For Discussion Purposes Only Table B-2 City of Laurel Wastewater Utility Operating Subfund Cash Flow Analysis Table B-1 Forthe Fiscal Year Ending June 30 Line Budget Projected No. Description 2025 2026 2027 2028 2029 Sources of Funds Service Charge Revenue 1 Revenue at Existing Rates 1,948,093 1,948,512 1,948,512 1,948,512 1,948,512 2 Additional Sewer Service Revenue Required 243,512 706,335 945,272 1,205,712 1,363,423 3 Total Sewer Rate Revenue 2,191,605 2,654,847 2,893,783 3,154,224 3,311,935 Other Operating Revenue 4 Interest Income 61,149 47,115 50,123 60,602 75,090 5 Non -Rate Revenue 51,000 51,000 51,000 51,000 51,000 6 Total Sources 2,303,754 2,752,962 2,994,906 3,265,826 3,438,025 Uses of Funds 7 Operations and Maintenance Expense 1,676,539 1,747,235 1,812,221 1,879,642 1,949,588 Debt Service Existing Debt 8 SRF-15360 121,096 167,951 212,459 211,949 212,329 9 SRF-14330 250,405 249,946 250,364 250,606 250,676 10 SRF-11265 51,425 50,215 50,991 51,713 51,393 11 SRF-06143 89,320 - - - - 12 Proposed State Loans 0 0 0 0 0 13 Total Debt Service 512,246 468,113 513,814 514,267 514,398 PAYGO Capital Projects 994,100 594,100 411,835 430,367 449,734 14 Total Uses 3,182,885 2,809,448 2,737,869 2,824,275 2,913,720 15 Annual Surplus (Deficiency) (879,131) (56,486) 257,037 441,550 524,305 16 Beginning Balance (Restricted) 2,503,370 1,624,238 1,567,752 1,824,789 2,266,340 17 Ending Balance 1,624,239 1,567,752 1,824,789 2,266,340 2,790,645 Target Reserves 18 Operating (60 Days O&M) 275,595 287,217 297,899 308,982 320,480 19 Cash - System Development Fees 603,518 603,518 603,518 603,518 603,518 20 Cash - Revenue Bond Sinking 323,560 323,560 323,560 323,560 323,560 21 Cash - Bond Reserve DNRC 435,209 435,209 435,209 435,209 435,209 22 Cash - Bond Reserve DNRC II 55,399 55,399 55,399 55,399 55,399 23 Cash - Replacement 969,728 969,728 969,728 969,728 969,728 24 Total Target Reserves 2,663,009 2,674,630 2,685,313 2,696,396 2,707,894 25 Unrestricted Funds (1,038,771) (1,105,878) (860,524) (430,056) 82,751 Months Rate Increase Effective 6 12 12 12 12 26 Annual Sewer Service Revenue Increase 25.0% 9.0% 9.0% 9.0% 5.0% 27 Cumulative Revenue Increase 25.0% 36.3% 48.5% 61.9% 70.0% 28 Debt Service Coverage 1.22 2.15 2.30 2.70 2.89 29 ------------------------------------------------------------------- Target Debt Service Coverage (1.2) 1.20 1.20 1.20 1.20 1.20 Minimum Reserves 30 Operating (60 Days O&M) 275,595 287,217 297,899 308,982 320,480 31 Cash - Revenue Bond Sinking 323,560 323,560 323,560 323,560 323,560 32 Cash - Bond Reserve DNRC 435,209 435,209 435,209 435,209 435,209 33 Cash - Bond Reserve DNRC II 55,399 55,399 55,399 55,399 55,399 34 Total Minimum Reserves 1,089,763 1,101,385 1,112,067 1,123,150 1,134,648 35 Unrestricted Funds with Minimum Reserves 534,475 466,368 712,722 1,143,190 1,655,997 36 Debt Service Coverage 1.22 2.15 2.30 2.70 2.89 969,728 969,728 969,728 969,728 969,728 Draft -For Discussion Purposes Only City of Laurel Wastewater Utility Historical & Projected Line No. Fund Operation and Maintenance Expense Fund Description Account Description Inflationj Coding Budget I 2025 For the Fiscal Year Ending June 30 Projected 2026 2027 2028 Tabls B-2 2029 600 Sewer 5310-430600 0 Sewer Utilities 1 600 Sewer 392 0 ADMINISTRATIVE SERVICES 1 76,494 79,936 83,134 86,459 89,917 630 Sewer 5310-430630 0 Collection and Transmission 2 630 Sewer 110 0 SALARIES AND WAGES 1 120,000 125,400 130,416 135,633 141,058 3 630 Sewer ill 0 OVERTIME 1 2,500 2,613 2,717 2,826 2,939 4 630 Sewer 138 0 VISION INSURANCE 1 120 125 130 136 141 5 630 Sewer 139 0 DENTAL INSURANCE 1 890 930 967 1,006 1,046 6 630 Sewer 141 0 UNEMPLOYMENT INSURANCE 1 435 455 473 492 511 7 630 Sewer 142 0 WORKERS' COMPENSATION 1 4,800 5,016 5,217 5,425 5,642 8 630 Sewer 143 0 HEALTH INSURANCE 1 20,000 20,900 21,736 22,605 23,510 9 630 Sewer 144 0 LIFE INSURANCE 1 200 209 217 226 235 10 630 Sewer 145 0 FICA 1 9,500 9,928 10,325 10,738 11,167 11 630 Sewer 146 0 PERS 1 11,020 11,516 11,977 12,456 12,954 12 630 Sewer 149 0 ST/LT DISABILITY 1 1,235 1,291 1,342 1,396 1,452 13 630 Sewer 194 0 FLEX MEDICAL 1 1,330 1,390 1,445 1,503 1,563 14 630 Sewer 220 0 OPERATING SUPPLIES 4 5,000 5,200 5,382 5,570 5,765 15 630 Sewer 221 0 CHEMICALS 4 - 16 630 Sewer 226 0 CLOTHING AND UNIFORMS 1 250 261 272 283 294 17 630 Sewer 230 0 REPAIR & MAINTENATNCESUPP. 3 - 18 630 Sewer 231 0 GAS, OIL, DIESEL FUEL, GR 4 7,000 7,280 7,535 7,799 8,071 19 630 Sewer 232 0 MOTOR VEHICLE PARTS 3 - 20 630 Sewer 233 0 MACHINERY & EQUIPMENT PAR 3 7,000 7,280 7,535 7,799 8,071 21 630 Sewer 239 0 TIRES/TUBES/CHAINS 3 - - - - _ 22 630 Sewer 241 0 CONSUMABLE TOOLS 4 23 630 Sewer 263 0 SAFETY SUPPLIES 4 24 630 Sewer 311 0 POSTAGE 1 5,700 5,957 6,195 6,443 6,700 25 630 Sewer 337 0 ADVERTISING 5 1,000 1,040 1,076 1,114 1,153 26 630 Sewer 339 0 CERTIFICATION RENEWAL 5 1,200 1,248 1,292 1,337 1,384 27 630 Sewer 343 0 CELLULAR TELEPHONE 1 1,000 1,045 1,087 1,130 1,175 28 630 Sewer 350 0 PROFESSIONAL SERVICES 2 50,000 52,000 53,820 55,704 57,653 29 630 Sewer 351 0 MEDICAL, DENTAL, VETERINA 1 200 209 217 226 235 30 630 Sewer 355 0 DATA PROCESSING SERVICES 2 - - _ _ _ 31 630 Sewer 364 0 WATER/SEWER STRUCT. & EQU 8 75,000 78,000 80,730 83,556 86,480 32 630 Sewer 367 0 WATER/SEWER LINES REPAIR 3 100,000 104,000 107,640 111,407 115,307 33 630 Sewer 370 0 TRAVEL 5 3,000 3,120 3,229 3,342 3,459 34 630 Sewer 380 0 TRAINING SERVICES 5 500 520 538 557 577 35 630 Sewer 397 0 CONTRACTED SERVICES 2 1,800 1,872 1,939 2,005 2,076 36 630 Sewer 511 0 INSURANCE ON BLDGS/IMPRVM 8 - - - - _ 37 630 Sewer 513 0 LIABILITY 8 3,866 4,021 4,161 4,307 4,458 38 630 Sewer 514 0 VEHICLE/EQUIPMENTINSURAN 8 2,456 2,554 2,644 2,736 2,832 39 630 Sewer 530 0 RENT 8 180,000 187,200 193,752 200,533 207,552 40 630 Sewer 532 0 LAND RENTAL/EASEMENTS 8 700 728 753 780 807 41 630 Sewer 533 0 MACHINERY & EQUIPMENT RENT 4 500 520 538 557 577 42 630 Sewer 811 0 LIABILITY DEDUCTIBLES 8 - - - - - 43 630 Sewer 938 0 REPLACE WATER/SEWER LINE 3 350,000 631 Sewer 5310-430631 0 Elm Lift Station 44 631 Sewer 220 0 OPERATING SUPPLIES 4 100 104 108 ill 115 45 631 Sewer 221 0 CHEMICALS 4 500 520 538 557 577 46 631 Sewer 231 0 GAS, OIL, DIESEL FUEL, FR 4 1,000 1,040 1,076 1,114 1,153 47 631 Sewer 233 0 MACHINERY & EQUIPMENT PAR 4 1,000 1,040 1,076 1,114 1,153 48 631 Sewer 341 0 ELECTRIC UTILITY SERVICES 8 5,500 5,720 5,920 6,127 6,342 49 631 Sewer 345 0 TELEPHONE 1 825 862 897 932 970 So 631 Sewer 350 0 PROFESSIONAL SERVICES 2 - - - _ _ 51 631 Sewer 360 0 REPAIR & MAINTENANCE SERV 3 1,500 1,560 1,615 1,671 1,730 52 631 Sewer 364 0 WATER/SEWER STRUCT. & EQU 3 5,000 5,200 5,382 5,570 5,765 632 Sewer 5310-430632 0 tillage Lift Station 53 632 Sewer 220 0 OPERATING SUPPLIES 4 - - _ _ _ 54 632 Sewer 221 0 CHEMICALS 4 - - - _ _ 55 632 Sewer 231 0 GAS, OIL, DIESEL FUEL, FR 4 700 728 753 780 807 56 632 Sewer 233 0 MACHINERY & EQUIPMENT PAR 4 2,500 2,600 2,691 2,785 2,883 57 632 Sewer 341 0 ELECTRIC UTILITY SERVICES 8 5,500 5,720 5,920 6,127 6,342 58 632 Sewer 344 0 GAS UTILITY SERVICE 8 - - - _ _ 59 632 Sewer 345 0 TELEPHONE 1 850 888 924 961 999 60 632 Sewer 360 0 REPAIR & MAINTENANCE SERV 3 1,000 1,040 1,076 1,114 1,153 61 632 Sewer 364 0 WATER/SEWER STRUCT. & EQU 4 - - - _ _ 62 632 Sewer 930 0 IMPROVEMENTS OTHER THAN 3 15,000 633 Sewer 5310430633 0 Walmart Lift Station 63 633 Sewer 220 0 OPERATING SUPPLIES 4 - - - - - 64 633 Sewer 221 0 CHEMICALS 4 - - - - - 65 633 Sewer 231 0 GAS, OIL, DIESEL FUEL, FR 4 66 633 Sewer 233 0 MACHINERY & EQUIPMENT PAR 4 1,000 1,040 1,076 1,114 1,153 67 633 Sewer 341 0 ELECTRIC UTILITY SERVICES 8 1,700 1,768 1,830 1,894 1,960 Draft -Far Discussion Purposes Only City of laurel Wastewater Utility Historical & Projected Operation and Maintenance Expense Tabls a-2 For the Fiscal Year Ending June 30 Line Inflationj Budge[ I Projected No. Fund Fund Description Account Description Coding 2025 2026 2027 2028 2029 68 633 Sewer 360 0 REPAIR & MAINTENANCE SERV 3 6,000 6,240 6,458 6,684 6,918 69 633 Sewer 364 0 WATER/SEWER STRUCT. & EQU 4 500 520 538 557 577 640 Sewer 5310-430540 0 Treatment and Disposal 70 640 Sewer Plant 110 SALARIES AND WAGES 71 640 Sewer Fund 111 OVERTIME 72 640 Sewer Fund 138 VISION INSURANCE 73 640 Sewer Fund 139 DENTAL INSURANCE 74 640 Sewer Fund 141 UNEMPLOYMENT INSURANCE 75 640 Sewer Fund 142 WORKERS' COMPENSATION 76 640 Sewer Fund 143 HEALTH INSUANCE 77 640 Sewer Fund 144 LIFE INSURANCE 78 640 Sewer Fund 145 FICA 79 640 Sewer Fund 146 PERS 80 640 Sewer Fund 149 ST/LT DISABILITY 81 640 Sewer Fund 194 FLEX MEDICAL 82 640 Sewer Fund 220 OPERATING SUPPLIES 83 640 Sewer Fund 221 CHEMICALS 84 640 Sewer Fund 222 LABORATORY & MEDICAL SUPP 85 640 Sewer Fund 226 CLOTHING AND UNIFORMS 86 640 Sewer Fund 231 GAS, OIL, DIESEL FUEL, GR 87 640 Sewer Fund 232 MOTOR VEHICLE PARTS 88 640 Sewer Fund 233 MACHINERY & EQUIPMENT PAR 89 640 Sewer Fund 241 CONSUMABLE TOOLS 90 640 Sewer Fund 263 SAFETY SUPPLIES 91 640 Sewer Fund 300 PURCHASED SERVICES 92 640 Sewer Fund 312 NETWORKING FEES 93 640 Sewer Fund 337 ADVERTISING 94 640 Sewer Fund 339 CERTIFICATION RENEWAL 95 640 Sewer Fund 341 ELECTRIC UTILITY SERVICES 96 640 Sewer Fund 343 CELLULAR TELEPHONE 97 640 Sewer Fund 344 GAS UTILITY SERVICE 98 640 Sewer Fund 345 TELEPHONE 99 640 Sewer Fund 349 QUALITYTESTING 100 640 Sewer Fund 350 PROFESSIONAL SERVICES 101 640 Sewer Fund 351 MEDICAL, DENTAL, VETERINARY 102 640 Sewer Fund 355 DATA PROCESSING SERVICES 103 640 Sewer Fund 360 REPAIR & MAINTENANCE SERVICES 104 640 Sewer Fund 364 WATER /SEWER STRUCTURE & EQUIP 105 640 Sewer Fund 366 BUILDING MAINTENANCE 106 640 Sewer Fund 370 TRAVEL 107 640 Sewer Fund 380 TRAINING SERVICES 108 640 Sewer Fund 391 DUMPING FEES 109 640 Sewer Fund 397 CONTRACTED SERVICES 110 640 Sewer Fund 511 INSURANCE ON BLDGS/IMPRVM 111 640 Sewer Fund 513 LIABILITY 112 640 Sewer Fund 514 VEHICLE/EQUIPMENT INSURANCE 113 640 Sewer Fund 544 DISCHARGE PERMIT FEE 114 640 Sewer Fund 901 MISC CAPITAL PROJECTS 115 640 Sewer Fund 946 COMPUTER EQ/SOFTWARE 600 Sewer 5210-521000 INTERFUND OPERATING TRANSFERS OUT 118 820 Sewer 820 Transfers to Other FTransfers to Other Funds 119 Total Operation and Maintenance Expense 120 Less: Budgeted Capital Projects 121 Net O&M Expense 1 350,000 365,750 380,380 395,595 411,419 1 10,000 10,450 10,868 11,303 11,755 1 275 287 299 311 323 1 2,500 2,613 2,717 2,826 2,939 1 1,300 1,359 1,413 1,469 1,528 1 11,000 11,495 11,955 12,433 12,930 1 64,000 66,880 69,555 72,337 75,231 1 650 679 706 735 764 1 28,000 29,260 30,430 31,648 32,914 1 31,000 32,395 33,691 35,038 36,440 1 2,800 2,926 3,043 3,165 3,291 1 3,600 3,762 3,912 4,069 4,232 4 15,000 15,600 16,146 16,711 17,296 4 47,000 48,880 50,591 52,361 54,194 4 15,000 15,600 16,146 16,711 17,296 1 200 209 217 226 235 3 9,000 9,360 9,688 10,027 10,378 3 S00 520 538 557 577 3 45,000 46,800 48,438 50,133 51,888 4 4 2 5 5,000 5,200 5,382 5,570 5,765 5 5 1,500 1,560 1,615 1,671 1,730 8 100,000 104,000 107,640 111,407 115,307 1 300 314 326 339 353 8 30,000 31,200 32,292 33,422 34,592 1 3,500 3,658 3,804 3,956 4,114 4 20,000 20,800 21,528 22,281 23,061 2 12,000 12,480 12,917 13,369 13,837 1 S00 523 543 565 588 8 3 5,000 5,200 5,382 5,570 5,765 4 3 40,000 41,600 43,056 44,563 46,123 5 2,500 2,600 2,691 2,785 2,883 5 2,500 2,600 2,691 2,785 2,883 8 30,000 31,200 32,292 33,422 34,592 2 5,000 5,200 5,382 5,570 5,765 8 25,626 26,651 27,584 28,549 29,548 8 13,417 13,954 14,442 14,948 15,471 8 8 8,000 8,320 8,611 8,913 9,225 1 250,000 261,250 271,700 282,568 293,871 4 350,000 354,000 376,740 389,926 403,573 N 5,000 5,000 5,000 5,000 5,000 2,641,539 2,372,485 2,460,661 2,552,135 2,647,033 965,000 625,250 648,440 672,494 697,444 1,676,539 1,747,235 1,812,I21 1,879,642 1,949,588 Draft -For Discussion Purposes Only Table B-5 City of Laurel Table B-3 Wastewater Utility Sewer Capital Improvement Plan Excluding Inflation For the Fiscal Year Ending June 30 Line Budget Projected 2025-2029 No. Title 2025 2026 2027 2028 2029 Total 1 Primary Clarifier Recoating 2 Sewer Line Replacement b/n Main St/1st and Sth/7th - Partial Grant Funding 3 Wastewater Plant Boilers 4 Manhole Lining Project $3,500/MH * 563 MH 5 Undesignated Collection System Repair and Replacement 200,000 200,000 600,000 600,000 394,100 394,100 394,100 394,100 394,100 1,970,500 6 Total Capital Improvement Program Excluding Inflation 994,100 594,100 394,100 394,100 394,100 2,770,500 Source: CIP for Eaton Review with Faith's edits.xlsx City of Laurel Table B-4 Water Utility Sewer Capital Improvement Plan Including Inflation Annual Inflation 0.0% 0.0% 4.5% 4.5% 4.5% Cumulative Inflation 0.0% 0.0% 4.5% 9.2% 14.1% For the Fiscal Year Ending June 30 Line Budget Projected 2025-2029 No. Title 2025 2026 2027 2028 2029 Total 1 Primary Clarifier Recoating - 200,000 200,000 2 Sewer Line Replacement b/n Main St/1st and 5th/7th - Partial Grant Funding - - - 3 Wastewater Plant Boilers 600,000 - 600,000 4 Manhole Lining Project $3,500/MH * 563 MH 394,100 394,100 411,835 430,367 449,734 2,080,135 5 Undesignated Collection System Repair and Replacement - - - - - 6 Total Capital Improvement Program Including Inflation 994,100 594,100 411,835 430,367 449,734 2,880,135 Draft -For Discussion Purposes Only Town of Laurel Table B-5 Wastewater Utility Development of Proposed Rates Total Cost of Service $ 2,435,116 Meter Size Residential Commercial 3/4" 30,598 0 $29.24 $894,699 1" 84 854 52.34 49,094 1.25" 12 0 81.29 977 1.5" 24 286 116.96 36,296 2" 12 192 208.77 42,634 3" 0 108 467.84 50,577 4" 0 12 835.39 10,035 6" 0 12 1,879.84 22,581 Multi 0 1,141 29.24 33,367 Total 30,731 2,606 1,140,259 Volume Rate 1 $ 1,294,857 Usage 153,289 $ per 1,000 gal $ 8.45 Draft -For Discussion Purposes Only Dear Customer, We are reaching out to inform you about important updates to the City of Laurel's water and wastewater rates, based on a recent comprehensive rate study. Our rates need to be updated to address several key issues, including: Increasing operational costs; the City has not increased rates since 2015, and since then, our costs have increased Urgent maintenance and upgrades for our aging infrastructure (D Ensuring every customer covers the cost of their water � and sewer service The City Council carefully considered these changes. A public hearing to share more information about these rates is scheduled for December 17, 2024, with a vote on the proposed rates within 30 days. The results of the rate study recommended a change to how we charge for water. The water rates structure will change to prioritize affordable and equitable rates, and encourage water efficiency. We're moving to a tiered water rate structure. Under this model, the cost per gallon increases as usage rises, which encourages conservation and ensures that high water users contribute more to support the system's additional capacity needs. Many customers may find themselves in the higher tiers during the summer months and in the lower tier during the winter months. These rate changes are a necessary step towards achieving a balanced and efficient rates structure and will ensure we can continue providing safe and reliable water and sewer services for generations to come. We appreciate your support as we continue to work to be a stronger and more resilient water utility and community. The following page includes details of the new rates structure. Note that our billing system is not changing, only our rates are. If you have any questions about these new rates or would like assistance with understanding your bill, please contact our customer service team at (406) 628-4796. Sincerely, EXAMPLES OF 7 HREE RESODENTIAL CUS701; TIERS UUdYM 3/43" ME7ERS GrJI 7 H DD IG'FEGc EM7 WATER AMD WASTEurUA, 7ER USAGE AMD A, MTIC OPATED IMPAC7S OM 7HEIR BILLS V�i�Cy7' CSC R�:7'�Cas Sva Monthly Minimum Charge/Base Charge, $ per Bill Meter Size E` SUncq Proposed Inches 3/4" $32.61 $32.61 1" $56.11 $56.11 1.25" $85.57 $85.57 1.5" $121.86 $121.86 2" $215.28 $215.28 3" $478.86 $478.86 4" $852.82 $852.82 6" $1,915.49 $1,915.49 10" $5,291.82 $5291.82 Includes capital charge of $8 per EDU Sewer Rates Structure Meter Size Existing Proposed Inches 3/4" $29.24 $29.24 1" $ 52.34 $ 52.34 1.25" $81.29 $81.29 1.5" $116.96 $116.96 2" $208.77 $208.77 3" $467.84 $467.84 4" $835.39 $835.39 6" $1,879.84 $1,879.84 Multi $29.27 $29.27 All Usage Rate, $ per Rate, $ per Kgal Kgal $ 5.27 $ 8.45 Includes capital charge of $10.00 per EDU Volume [Date $ per 1,000 gallons Threshold E:,isUng Proposed Residential 0-1,000 $0.00 $2.17 1,001 - 5,000 $2.86 $2.17 5,001-10,000 $2.86 $2.71 10,001 - 20,000 $2.86 $3.26 Over 20,000 $2.86 $4.34 cornmemial 0-1,000 $0.00 $3.27 Over 1,000 $2.86 $3.27 Industrial 0-1,000 $0.00 $4.02 Over 1,000 $2.86 $4.02 '.11 -. 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