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HomeMy WebLinkAboutCity Council Packet 04.08.2025 AGENDA CITY OF LAUREL CITY COUNCIL MEETING TUESDAY, APRIL 08, 2025 6:30 PM COUNCIL CHAMBERS WELCOME . . . By your presence in the City Council Chambers, you are participating in the process of representative government. To encourage that participation, the City Council has specified times for citizen comments on its agenda -- once following the Consent Agenda, at which time citizens may address the Council concerning any brief community announcement not to exceed one minute in duration for any speaker; and again following Items Removed from the Consent Agenda, at which time citizens may address the Council on any matter of City business that is not on tonight’s agenda. Each speaker will be limited to three minutes, unless the time limit is extended by the Mayor with the consent of the Council. Citizens may also comment on any item removed from the consent agenda prior to council action, with each speaker limited to three minutes, unless the time limit is extended by the Mayor with the consent of the Council. If a citizen would like to comment on an age nda item, we ask that you wait until the agenda item is presented to the Council by the Mayor and the public is asked to comment by the Mayor. Any person who has any question concerning any agenda item may call the City Clerk -Treasurer's office to make an inquiry concerning the nature of the item described on the agenda. Your City government welcomes your interest and hopes you will attend the Laurel City Council meetings often. Pledge of Allegiance Roll Call of the Council Approval of Minutes 1. Approval of Minutes of March 25, 2025. Correspondence 2. Resignation Letter from Shane Linse 3. Police Monthly Report - March 2025. 4. Fire Monthly Report - March 2025. Council Disclosure of Ex Parte Communications Public Hearing Consent Items NOTICE TO THE PUBLIC The Consent Calendar adopting the printed Recommended Council Action will be enacted with one vote. The Mayor will first ask the Council members if any Council member wishes to remove any item from the Consent Calendar for discussion and consideration. The matters removed from the Consent Calendar will be considered individually at the end of this Agenda under "Items Removed from the Consent Calendar." (See Section 12.) The entire Consent Calendar, with the exception of items removed to be discussed under "Items Removed from the Consent Calendar," is then voted upon by roll call under one motion. 5. Claims entered through April 4, 2025. 6. Approval of Payroll Register for PPE 3/30/2025 totaling $267,566.04. 7. Council Workshop Minutes of March 4, 2025. 8. Council Workshop Minutes of March 18, 2025. 9. Council Workshop Minutes of April 1, 2025. Ceremonial Calendar Reports of Boards and Commissions 10. Budget/Finance Committee Minutes of March 25, 2025. Audience Participation (Three-Minute Limit) 1 Citizens may address the Council regarding any item of City business that is not on tonight’s agenda. Comments regarding tonight’s agenda items will be accepted under Scheduled Matters. The duration for an individual speaking under Audience Participation is limited to three minutes. While all comments are welcome, the Council will not take action on any item not on the agenda. Scheduled Matters 11. Appointment of Gary Blaine to the Laurel Airport Authority for the remainder of a five-year term ending June 30, 2025. 12. Resolution No. R25-24: A Resolution To Submit Regularly Elected Officers To The Electorate And Notifying The Yellowstone County Election Administrator Of The City Of Laurel’s Desire To Conduct The Primary (If Held) And The General Elections By Mail-In Ballot In Accordance With Mont. Code Ann. § 13-19-202. 13. Resolution R25-25: A Resolution Of The City Council To Accept Studies Of The City’s Existing Water And Wastewater Rate Structures And Recommendations For Any Necessary Modifications To The Existing Rate Structures Prepared By Raftelis Financial Consultants, Inc. 14. Resolution No. R25-26: A Resolution Of The City Council Approving The Sublease Agreement By And Between Laurel High School District No. 7 And American Legion Baseball Post #123 Laurel Dodgers. Items Removed From the Consent Agenda Community Announcements (One-Minute Limit) This portion of the meeting is to provide an opportunity for citizens to address the Council regarding community announcements. The duration for an individual speaking under Community Announcements is limited to one minute. While all comments are welcome, the Council will not take action on any item not on the agenda. Council Discussion Council members may give the City Council a brief report regarding committees or groups in which they are involved. Mayor Updates Unscheduled Matters Adjournment The City makes reasonable accommodations for any known disability that ma y interfere with a person’s ability to participate in this meeting. Persons needing accommodation must notify the City Clerk’s Office to make needed arrangements. To make your request known, please call 406-628-7431, Ext. 2, or write to City Clerk, PO Box 10, Laurel, MT 59044, or present your request at City Hall, 115 West First Street, Laurel, Montana. 2 File Attachments for Item: 1. Approval of Minutes of March 25, 2025. 3 4 5 6 File Attachments for Item: 2. Resignation Letter from Shane Linse 7 8 9 File Attachments for Item: 3. Police Monthly Report - March 2025. 10 Page 1 of 5 Total Calls Printed on April 1, 2025 [CFS Date/Time] is between '2025-02-26 00:00' and '2025-03-24 11:54' and [Primary Incident Code->Code : Description] All Code : Description Totals 10-15 : With Prisoner 0 0 : Abandoned Vehicle 17 17 : Agency Assist 47 47 : Alarm - Burglary 8 8 : Alarm - Fire 3 3 AMB : Ambulance 69 69 : Animal Complaint 8 8 : Area Check 1 1 : Assault 2 2 : Bad Checks 0 0 : Barking Dog 4 4 : Bomb Threat 0 0 : Burglary 2 2 : Child Abuse/Neglect 4 4 : Civil Complaint 9 9 : Code Enforcment Violation 6 6 : Community Integrated Health 3 3 11 Page 2 of 5 Code : Description Totals : Counterfeiting 1 1 : Criminal Mischief 4 4 : Criminal Trespass 6 6 : Cruelty to Animals 1 1 : Curfew Violation 4 4 : Discharge Firearm 1 1 : Disorderly Conduct 10 10 : Dog at Large 22 22 : Dog Bite 0 0 DUI : DUI Driver 3 3 : Duplicate Call 1 1 : Escape 0 0 : Family Disturbance 12 12 : Fight 2 2 FIRE : Fire or Smoke 7 7 : Fireworks 0 0 : Forgery 0 0 : Found Property 7 7 : Fraud 5 5 : Harassment 6 6 : Hit & Run 2 2 12 Page 3 of 5 Code : Description Totals : ICAC 0 0 : Identity Theft 1 1 : Indecent Exposure 0 0 : Insecure Premises 1 1 : Intoxicated Pedestrian 0 0 : Kidnapping 0 0 : Littering 2 2 : Loitering 2 2 : Lost or Stray Animal 7 7 : Lost Property 3 3 : Mental Health 2 2 : Missing Person 4 4 : Noise Complaint 1 1 : Open Container 0 0 : Order of Protection Violation 0 0 : Parking Complaint 13 13 : Possession of Alcohol 0 0 : Possession of Drugs 1 1 : Possession of Tobacco 1 1 : Privacy in Communications 1 1 : Prowler 0 0 13 Page 4 of 5 Code : Description Totals : Public Assist 32 32 : Public Safety Complaint 8 8 : Public Works Call 15 15 : Report Not Needed 4 4 : Robbery 0 0 : Runaway Juvenile 1 1 : Sexual Assault 2 2 : Suicide 0 0 : Suicide - Attempt 0 0 : Suicide - Threat 3 3 : Suspicious Activity 43 43 : Suspicious Person 5 5 : Theft 25 25 : Threats 2 2 : Tow Call 10 10 : Traffic Accident 14 14 : Traffic Hazard 9 9 : Traffic Incident 13 13 : TRO Violation 0 0 : Truancy 1 1 T/S : Traffic Stop 155 155 14 Page 5 of 5 Code : Description Totals : Unattended Death 1 1 : Unknown - Converted 0 0 : Unlawful Transactions w/Minors 0 0 : Unlawful Use of Motor Vehicle 0 0 : Vicious Dog 4 4 : Warrant 9 9 : Welfare Check 14 14 Totals 686 686 15 File Attachments for Item: 4. Fire Monthly Report - March 2025. 16 For the Month of: Number of Calls Number of Hours 0 7 12 1 7 7 8 14 0 56 600 Training Hours 437 1037 Laurel Fire Department March Announcements: Rookie school is going well. Preparing for up coming wildland season. One firefighter currently in Texas with DNRC. Attending DNRC classes for training. Other Calls/PD Assist Other Activities Total Hours for the Month Public Assist Medical Assist. Severity Staffing Total Wildland Fire Alarm Extrication Other Rescue Structure Fire Call Type DEFINITIONS Structure Firefighting A structure fire is a fire involving the structural components of various types of residential, commercial or industrial buildings. We carry out all levels of Structure Firefighting, including entry and attack, ventilation, salvage, overhaul, and investigations. Wildland Firefighting Wildfire,brush fire, bush fire, desert fire, forest fire, grass fire, hill fire, peat fire, vegetation fire, etc.. Extrications Rescue victims entrapped in automobiles, machinery, farm equipment, buildings, and trenches, etc.. Other Rescues Rope Rescue, Water Rescue, Ice Rescue. Alarms Respond to any false alarms or malfunctions. Other Calls EMS assist, industrial or aircraft firefighting, vehicle fires, hazmat, spills, public safety, investigations, gas leaks, carbon monoxide problems, etc.. Severity Staffing-Montana DNRC pays up to 8 firefighters to staff the station each day and respond as a Task Force to wildland fires within Yellowstone, Stillwater and Carbon Counties, as and when needed. They can also be called up to respond to fires anywhere in the Southern Zone areas. The 2 State-owned type 5 wildland engines assigned to Laurel are the ones primarily used for these calls. This has proven to be beneficial to Laurel as a means for a quick response to all incidents. 17 File Attachments for Item: 7. Council Workshop Minutes of March 4, 2025. 18 19 20 21 File Attachments for Item: 8. Council Workshop Minutes of March 18, 2025. 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 File Attachments for Item: 9. Council Workshop Minutes of April 1, 2025. 108 109 110 File Attachments for Item: 10. Budget/Finance Committee Minutes of March 25, 2025. 111 112 113 File Attachments for Item: 11. Appointment of Gary Blaine to the Laurel Airport Authority for the remainder of a five-year term ending June 30, 2025. 114 Gary Blain 6309 Jellison Road Billings, MT 59101 cchuey@hotmail.com 406-671-2789 April 3rd, 2025 Laurel Airport Board c/o Laurel City Council 115 W 1st Street Laurel, MT 59044 Dear Members of the Laurel Airport Board, I am writing to express my interest in serving on the board of the Laurel Airport for the open four-month term. As a lifelong aviator and longtime member of the Montana aviation community, I would be honored to contribute my experience and insight to support and guide the airport's continued success. I have been a pilot for nearly 50 years and, until recently, was the owner of Billings Flying Service, a company I helped grow and operate with a strong focus on aviation excellence. My aviation journey began right here at the Laurel Airport, where I first learned to fly. That personal connection gives me a deep appreciation for the airport’s importance to our local aviation community and economy. I would welcome the opportunity to give back to the airport that helped shape my career and to help ensure its future as a valuable resource for the region. Thank you for your consideration. Sincerely, Gary Blain 115 File Attachments for Item: 12. Resolution No. R25-24: A Resolution To Submit Regularly Elected Officers To The Electorate And Notifying The Yellowstone County Election Administrator Of The City Of Laurel’s Desire To Conduct The Primary (If Held) And The General Elections By Mail-In Ballot In Accordance With Mont. Code Ann. § 13-19-202. 116 R25-24 Approving 2025 Election RESOLUTION NO. R25-24 A RESOLUTION TO SUBMIT REGULARLY ELECTED OFFICERS TO THE ELECTORATE AND NOTIFYING THE YELLOWSTONE COUNTY ELECTION ADMINISTRATOR OF THE CITY OF LAUREL’S DESIRE TO CONDUCT THE PRIMARY (IF HELD) AND THE GENERAL ELECTIONS BY MAIL-IN BALLOT IN ACCORDANCE WITH MONT. CODE ANN. § 13-19-202. WHEREAS, voter turnout in City of Laurel municipal elections has historically been low; WHEREAS, Montana law provides a method for conducting mail-in ballot elections for local elections; WHEREAS, mail-in ballot elections statistically increase voter turnout in elections; WHEREAS, the Yellowstone County Election Administrator, K. V. "Ginger" Aldrich, informed the City that the costs of conducting a mail-in ballot are less than the costs of conducting a polling place election; WHEREAS, mail-in ballot elections remove barriers that keep people from getting to the polls, give people more time to study candidates and iss ues, and have built-in safeguards that increase the integrity of the election process; WHEREAS, the City may hold a Primary Election on September 9, 2025, as required by Mont. Code Ann. § 13-1-104(2); WHEREAS, Mont. Code Ann.§ 13-14-115(3) states a governing body may require that a primary election be held if it passes a resolution not more than 10 days after the close of filing by candidates for election stating that a primary election must be held; WHEREAS, the City of Laurel will hold a General Election on November 4, 2025, as required by Mont. Code Ann. § 13-1-104(3); WHEREAS, the City of Laurel General Election will include the election of several City Council Members; WHEREAS, pursuant to Mont. Code Ann. § 13-19-104, such elections can be conducted by a mail-in ballot election and the Yellowstone County Election Administrator has determined that a mail-in ballot election conducted in accordance with the provisions of Title 13, Chapter 19, Parts 1-3, MCA, is in the best interests of the City and the electors thereof, and pursuant to Mont. Code Ann. § 13-19-202, the City of Laurel may notify the Yellowstone County Election Administrator of its intent to conduct a mail-in ballot election; 117 R25-24 Approving 2025 Election WHEREAS, the Election Administrator shall prepare a written plan, including a timetable, for the conduct of the elections and shall submit it to the Secretary of State at least 60 days prior to the date set for the election in accordance with Mont. Code Ann. § 13-19-205; WHEREAS, pursuant to Mont. Code Ann. § 13-1-302, all costs of the regularly scheduled primary and general elections shall be paid by the counties and other political subdivisions for which the elections are held, and each political subdivision shall bear its proportionate share of the costs as determined by the County governing body; WHEREAS, the Office of the County Election Administrator will serve as the place of deposit for ballots, and electors who wish to mark their ballot in-person may do so at the Office of the County Election Administrator and deposit their ballot with the election officials at that location; WHEREAS, the Election Administrator will have an ADA accessible voter interface device available for disabled electors to mark their ballot independently, privately, and securel y at the Office of the County Election Administrator; and WHEREAS, for any election conducted by mail, ballots must be mailed no sooner than the 20th day and no later than the 15th day before Election Day and all ballots must be mailed the same day in accordance with Mont. Code Ann. § 13-19-207. NOW, THEREFORE, BE IT RESOLVED by the City Council of Laurel, Montana, as follows: 1. Calling of the Election. The City Council hereby calls and directs an election for the purpose of electing the following regularly elected officers: - 4 (four) City Council Members of the City Council (4-year term) - 1 Mayor (4-year term) - 1 City Judge (4-year term) 2. Authorization of Election and Ballot. The City Council hereby requests the Election Administrator to place the election of the aforementioned officers to the electors of the City of Laurel. BE IT FURTHER RESOLVED THAT by the City Council of the City of Laurel, that the City of Laurel hereby notifies the Yellowstone County Election Administrator of the City’s desire to conduct the 2025 City Primary (if held) and the 2025 General Election (including election of City Council Members, the Mayor, and the City Judge) by mail-in ballot in accordance with Mont. Code Ann.§ 13-19-202; 118 R25-24 Approving 2025 Election BE IT FURTHER RESOLVED THAT, except as provided in Mont. Code Ann.§ 13- 19-204, the decision to conduct an election under the provisions of Mont. Code Ann.§ 13 -19- 202 is within the sole discretion of the Election Administrator; BE IT FURTHER RESOLVED THAT, the City of Laurel Clerk-Treasurer is hereby directed to forward a certified copy of this Resolution to the Yellowstone County Election Administrator in accordance with the provisions of Mont. Code Ann. § 13-19-202; and BE IT FURTHER RESOLVED THAT, within five (5) days of receiving this request, the Election Administrator shall respond to the Clerk-Treasurer in writing stating that this request is either granted or denied for reasons specified, and if granted, the Election Administrator shall prepare a plan as provided in Mont. Code Ann. § 13-19-205. Introduced at a regular meeting of the City Council on the 8th day of April 2025, by Council Member ________________. PASSED and APPROVED by the City Council of the City of Laurel the 8th day of April 2025. APPROVED by the Mayor the 8th day of April 2025. CITY OF LAUREL ___________________________ Dave Waggoner, Mayor ATTEST: _______________________________ Kelly Strecker, Clerk-Treasurer APPROVED AS TO FORM: ______________________________ Michele L. Braukmann, Civil City Attorney 119 File Attachments for Item: 13. Resolution R25-25: A Resolution Of The City Council To Accept Studies Of The City ’s Existing Water And Wastewater Rate Structures And Recommendations For Any Necessary Modifications To The Existing Rate Structures Prepared By Raftelis Financial Consultants, Inc. 120 R25-25 Approve Water and Wastewater Rate Studies RESOLUTION NO. R25-25 A RESOLUTION OF THE CITY COUNCIL TO ACCEPT STUDIES OF THE CITY’S EXISTING WATER AND WASTEWATER RATE STRUCTURES AND RECOMMENDATIONS FOR ANY NECESSARY MODIFICATIONS TO THE EXISTING RATE STRUCTURES PREPARED BY RAFTELIS FINANCIAL CONSULTANTS, INC. WHEREAS, on March 26, 2024, the City of Laurel executed a Professional Services Agreement between the City of Laurel and Raftelis Financial Consultants, Inc. (hereinafter “Raftelis”) for a Water Study and a Wastewater Study, via Resolutions No. R24-16 and R24-17; WHEREAS, Raftelis has now conducted the Water Study and the Wastewater Study and submitted them to the City of Laurel with recommended rate structure changes; and WHEREAS, City Staff has reviewed the studies and recommends City Council acceptance of the same. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Laurel, Montana, that the Water and Wastewater Rate Studies prepared by Raftelis, copies of which are attached, are hereby accepted. Introduced at a regular meeting of the City Council on the 8th day of April 2025, by Council Member ________________. PASSED and APPROVED by the City Council of the City of Laurel the 8th day of April 2025. APPROVED by the Mayor the 8th day of April 2025. CITY OF LAUREL ___________________________ Dave Waggoner, Mayor ATTEST: _______________________________ Kelly Strecker, Clerk-Treasurer APPROVED AS TO FORM: ______________________________ Michele L. Braukmann, Civil City Attorney 121 Water Rate Study Report Final Report / March 5, 2025 City ofLaurel 122 This page was intentionally left blank. 123 383 North Corona Street, Suite 244 Denver, CO 80218 www.raftelis.com March 5, 2025 Ms. Kelly Strecker City Clerk/Treasurer City of Laurel 115 West 1st Street Laurel, MT 59044 Subject: Water Rate Study Report Dear Kelly: Raftelis is pleased to provide this water rate study report prepared for the City of Laurel (City). The primary purpose of this study was to ensure the financial sustainability of the water utility and ensure that rates and fees recovered costs proportionately across all customer classes. This study includes the following: 10-year financial plan cash analysis to determine the level of rate revenues to meet annual expenditures, target reserves and debt service coverage. Cost-of-service analysis to allocate costs proportionately to customer classes for the water utility. Design rates based on the preferred alternative for water. It has been a pleasure working with you, and we thank you and the City staff for the support provided during this study. Sincerely, Todd Cristiano Vice President 124 125 CITY OF LAUREL, MT WATER RATE STUDY REPORT Table of Contents 1.EXECUTIVE SUMMARY ........................................................................................................5 Introduction.................................................................................................................................................... 5 Assumptions .................................................................................................................................................. 5 Findings and Conclusions ............................................................................................................................ 6 Cash FLow Analysis .................................................................................................................................. 6 Cost of Service .......................................................................................................................................... 6 Rate Design .............................................................................................................................................. 7 Reliance on City-Provided Data ................................................................................................................. 8 2.FINANCIAL PLAN ..................................................................................................................9 Cash Flow Analysis ....................................................................................................................................... 9 3.COST OF SERVICE AND RATE DESIGN............................................................................12 Cost-of-Service Analysis ..............................................................................................................................12 Rate Design ...................................................................................................................................................13 List of Tables Table 1: Additional Assumptions ............................................................................................................................ 6 Table 2: Comparison of Existing and Proposed FY25 – FY29 Cost of Service Rates .............................................. 7 Table 3: Comparison of Existing and Proposed FY25- FY29 Cost of Service Rates ...............................................14 List of Figures Figure 1: Water Revenue and Expenditures ..........................................................................................................10 Figure 2: Proposed Annual Water Rate Increases .................................................................................................10 List of Appendices Appendix A: Water Utility Financial Plan, Cost of Service, and Rate Design Analysis 126 127 WATER RATE STUDY 5 1.Executive Summary Introduction The City of Laurel (City) provides water service to approximately 2,900 customers. The City is financially self- sufficient with funding from capital and operating requirements derived primarily from rate revenues and other operating income. The City authorized this study to ensure that an adequate level of income from rates is maintained to finance daily operations, fund capital projects, maintain reserves and meet debt service coverage requirements along with rates that are fair and aligned with the City’s goals and community values. Raftelis 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 report are a culmination of these efforts between the City and Raftelis. 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 principal 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 that 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 report includes water and wastewater financial plan results for the 5-year study period 2025 through 2029, water cost-of-service analysis, and rate design. Raftelis used industry standard methodologies supported by the American Water Works Association (AWWA)Principles of Water Rates, Fees, and Charges M1 manual. Appendix A contains the tables that detail the financial plan, cost of service, and rate design analysis for the water utility. 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 FY25. The study period is for FY25 – FY29.1 Growth in the number of accounts is projected at 0.1% per year. Usage per account is based on historical data. Residential water usage per account is approximately 5,200 gallons per month Costs will change as follows: Capital costs are projected to experience an annual increase of 4.5% due to inflation. The expected inflation rates for operation and maintenance (O&M) expenses are: 1 The cash flow tables include FY24 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 FY25 through FY29. 128 6 CITY OF LAUREL Personnel services (FY25 – FY26; FY27 – FY29): 4.5%; 4.0% Professional and Contractual Services, Repairs and Maintenance, Operating Supplies and Equipment, Professional Development (FY25 – FY26; FY27 – FY29): 4.0%, 3.5% Water supply (FY25 – FY29): 5.0% General (FY24 – DY29): 3.0% Coverage requirement is 1.20 x debt service based on the revenue bond issuance requirements Proposed state loan terms: 2.5% interest rate, 20-year term Table 1: Additional Assumptions Description Units FY25 Beginning Balance $4,566,901 Proposed Grants FY26 FY27 $207,500 1,867,5000 Water SRF Loans FY27 FY28 $18,556,701 3,608,247 Target Operating Reserves (FY25 values shown) 90 Days of O&M (FY25 values shown) Meter Deposits Total $739,110 250,709 $989,819 Target Capital Reserves (FY25 values shown) Capital Replacement Reserve (~1-Year Depreciation @ Replacement Cost New) Cash - Meter replacement Cash - Restricted - Water Line Cash - Refinanced Bonds Cash - Bond Reserve SFR SED Cash - Bond Reserve DNRC IV Cash - Bond Reserve DNRC IV Total $1,500,000 137 276,439 736,505 169,546 95,903 133,828 $2,912,357 Findings and Conclusions CASH FLOW ANALYSIS Revenue from rates should be sufficient to cover operating expenses, the capital improvement program, payments on existing and proposed debt service, and as well as meeting debt service coverage requirements and reserve targets. Raftelis proposes qqual annual revenue adjustments of 16% in FY25 through FY27, followed by a 4% in FY28 and FY29. These increases represent the increase in total rate revenue that is required to meet annual expenditures. COST OF SERVICE The cost-of-service analysis determines the cost of providing water service to each customer class and provides guidance for design of the proposed rates. Cost of service is based on the principles of proportionality. Annual costs are assigned to each customer class considering the amount of water used, the rate of water use, and the number of customers and number of meters. Raftelis completed a comprehensive cost-of-service analysis for FY25 using standard methods supported by the American Water Works Association (AWWA) in its M1 manual,Principles of Water Rates, Fees, and Charges. Appendix A includes tables showing the development of water cost of service for 2024. Cost-of-service rates were developed for the residential, commercial, and industrial classes. The irrigation class is included with the commercial class. 129 WATER RATE STUDY 7 RATE DESIGN In the development of water rate schedules, a basic consideration is to establish equitable charges to customers commensurate with the cost of providing service. Raftelis developed rates for each customer class based on the cost of service analysis. Table 2 compares the existing and proposed rates for the 5-year study period FY25 – FY29. Existing structure •Monthly minimum charge that varies by meter size •1,000 gallons volume allowance •Capital charge that varies by meter size (per EDU) •Uniform volume rate same for all customer classes •The City may elect not to adopted the proposed cost-of-service rates. In that circumstance, the annual rate increase would apply uniformly to the base charge, volume allowance charge, the capital surcharge, and volume rate. Proposed Cost of Service Rates •Monthly base charge that varies by meter size •No volume allowance •Capital charge that varies by meter size •Residential volume rate: 4-tiered rate structure •Commercial and industrial volume rate: uniform rate •Future year rate increases identified in the financial plan will apply uniformly to the base charge, capital surcharge, and volume rates. Table 2: Comparison of Existing and Proposed FY25 – FY29 Cost of Service Rates Base Charge, $ per bill Meter Size Existing [1,3] FY25 [2,3]FY26 [2,3]FY27 [2,3]FY28 [2,3]FY29 [2,3] 3/4"$32.61 $37.83 $43.88 $50.90 $52.94 $55.06 1"56.11 65.09 75.51 87.59 91.09 94.73 1.25"85.57 99.26 115.14 133.56 138.90 144.45 1.5"121.86 141.36 163.98 190.22 197.83 205.75 2"215.28 249.73 289.69 336.04 349.49 363.47 3"478.86 555.48 644.36 747.46 777.36 808.45 4"852.82 989.27 1,147.55 1,331.16 1,384.41 1,439.79 6"1,915.49 2,221.97 2,577.49 2,989.89 3,109.48 3,233.86 10"5,291.82 6,138.51 7,120.67 8,259.97 8,590.37 8,933.98 Volume Rate, $ per 1,000 gallons Threshold Existing FY25 FY26 FY27 FY28 FY29 Residential First 1,000 $0.00 $2.17 $2.52 $2.92 $3.04 $3.16 Next 4,000 2.86 2.17 2.52 2.92 3.04 3.16 Next 5,000 2.86 2.71 3.14 3.64 3.79 3.94 Next 10,000 2.86 3.26 3.78 4.38 4.56 4.74 Over 20,000 2.86 4.34 5.03 5.83 6.06 6.30 Commercial First 1,000 $0.00 $3.27 $3.79 $4.40 $4.58 $4.76 Over 1,000 2.86 3.27 3.79 4.40 4.58 4.76 Industrial First 1,000 $0.00 $4.02 $4.66 $5.41 $5.63 $5.86 Over 1,000 2.86 4.02 4.66 5.41 5.63 5.86 [1] Includes 1,000 gallons volume allowance [2] No volume allowance in proposed base charges [3] Includes capital surcharge which varies by meter size 130 8 CITY OF LAUREL RELIANCE ON CITY-PROVIDED DATA During this project, the City (and/or its representatives) provided Raftelis with a variety of technical information, including cost and revenue data. Raftelis did not independently assess or test the accuracy of such data – historic or projected. Raftelis has relied on this data in the formulation of our findings and subsequent recommendations, as well as in the preparation of this report. Raftelis also relied on cost allocation data provided by the City needed to complete the cost-of-service analysis. There are often differences between actual and projected data. Some of the assumptions used for projections in this report will not be realized, and unanticipated events and circumstances may occur. Therefore, there are likely to be differences between the data or results projected in this report and actual results achieved, and those differences may be material. As a result, Raftelis takes no responsibility for the accuracy of data or projections provided by or prepared on behalf of the City, nor do we have any responsibility for updating this report for events occurring after the date of this report. The results presented herein are drafted and under consideration by the City. Drawing conclusions from information in this report is premature and may lead to erroneous assessments as the document may be subject to revisions and refinement. 131 WATER RATE STUDY 9 2.Financial Plan Cash Flow Analysis 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: 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 requirement2 of 1.20x as part of the loan covenants. Reserves The City currently has a number of reserve requirements as identified in Table 1. Raftelis recommends the City include an annual operating reserve of 90 days of O&M and a capital reserve equal to 1-years depreciation expense. The O&M reserve acts as a buffer for unbudgeted emergency expenses, fluctuations in customer payments or reductions in water sales due to drought or wet weather. In addition, lenders and bond agencies view operating reserves as a sign of financial health, which can lead to more favorable credit ratings. 2 Debt service coverage = [Revenues less expenses (excluding depreciation)] / annual debt service 132 10 CITY OF LAUREL A capital reserve equal to 1-year depreciation expense recognizes the loss in asset value due to wear and tear and obsolescence. A capital reserve can help smooth out the unevenness of annual capital expenditures. As a result, customers can benefit from more steady and predictable rate increases. Indicated Financial Plan Increases 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. The City needs annual adjustments of 16% in FY25 through FY27 followed by 4% in FY28 and FY29. 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 meet projected 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. The FY25 increase is assumed to effective for January water use. Rate increases for future years are assumed to be effective July 1 of each year. Figure 3 illustrates the target and calculated debt service coverage between FY25-FY29. Figure 1: Water Revenue and Expenditures Figure 2: Proposed Annual Water Rate Increases 133 WATER RATE STUDY 11 Figure 3: Debt Service Coverage 134 135 12 CITY OF LAUREL 3.Cost of Service and Rate Design 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 Water Rates, 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.The proposed 16% revenue adjustment in FY25 is in effect for 6 months and generates $265,033 of additional revenue for a total of $3,577,948. This equates to an annualized increase of 8.0%. However, to ensure that rates recover the 6 months of revenue at a 16% revenue adjustment, the revenue requirement must be stated in annualized terms3. 2.Cost functionalization. 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 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. 3 The annualized revenue requirement is $3,842,982. This value is used to calculate rates. Six months of rate revenue calculated on the annualized amount plus six months of revenue under existing rates will generate $3,577,948. 136 WATER RATE STUDY 13 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 Figure 5: Allocation of Water Utility Costs Under Current Rates Compared to the Allocated Cost of Service Rate Design Rate Design In the development of water rate schedules, a basic consideration is to establish equitable charges to customers commensurate with the cost of providing service. Raftelis developed rates for each customer class based on the cost of service analysis. Table 2 compares the existing and proposed rates for the 5-year study period FY25 – FY29. Existing structure •Monthly minimum charge that varies by meter size •1,000 gallons volume allowance 137 14 CITY OF LAUREL •Capital charge that varies by meter size (per EDU) •Uniform volume rate same for all customer classes •The City may elect not to adopted the proposed cost-of-service rates. In that circumstance, the annual rate increase would apply uniformly to the base charge, volume allowance charge, the capital surcharge, and volume rate. Proposed Cost of Service Rates •Monthly base charge that varies by meter size •No volume allowance •Capital charge that varies by meter size •Residential volume rate: 4-tiered rate structure •Commercial and industrial volume rate: uniform rate •Future year rate increases identified in the financial plan will apply uniformly to the base charge, capital surcharge, and volume rates. Table 3: Comparison of Existing and Proposed FY25- FY29 Cost of Service Rates 138 139 APPENDIX A Water Utility Financial Plan, Cost of Service, and Rate Design Analysis 140 141 City of Laurel Table A-1 Water Utility Operating Subfund Cash Flow Analysis For the Fiscal Year Ending June 30 Line Budget Projected No.Description 2025 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 28,600 28,600 28,600 28,600 28,600 8 System Development Fees 0 0 0 0 0 9 Miscellaneous Water 2,000 2,000 2,000 2,000 2,000 CHS Revenue 10 Raw Water-CHS 172,400 172,400 172,400 172,400 172,400 11 Settled Water-CHS 26,300 26,300 26,300 26,300 26,300 12 Rate Increase (2027 and 2032 per Contract)0 0 0 0 0 13 Total CHS Non-Potable Revenues 198,700 198,700 198,700 198,700 198,700 14 Total Sources 3,848,548 4,729,006 5,442,351 5,649,221 5,864,365 Uses of Funds 15 Operation and Maintenance Expense 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 Debt Service Existing Debt Service 16 WRF-19431 305,285 305,290 306,171 306,918 307,529 17 WRF-17371 121,125 121,021 120,973 121,668 121,406 18 Proposed State Loans 0 0 1,190,359 1,421,818 1,421,818 19 Proposed Revenue Bonds 0 0 0 0 0 20 Total Debt Service 426,410 426,311 1,617,503 1,850,403 1,850,753 21 Transfer to Capital Fund 1,200,000 1,200,000 1,200,000 1,200,000 1,200,000 22 Total Uses 4,623,910 4,753,731 6,080,043 6,437,906 6,568,038 23 Annual Surplus (Deficiency)(775,362)(24,725)(637,693)(788,686)(703,673) 24 Beginning Balance 4,566,901 3,791,539 3,766,814 3,129,121 2,340,436 25 Ending Balance 3,791,539 3,766,814 3,129,121 2,340,436 1,636,763 Target Reserves 26 90 Days O&M 739,110 771,145 804,462 835,275 867,276 27 Meter Deposits 250,709 250,709 250,709 250,709 250,709 28 Total Target Reserves 989,819 1,021,854 1,055,171 1,085,984 1,117,985 29 Unrestricted Funds 2,801,721 2,744,961 2,073,950 1,254,452 518,778 30 Debt Service Coverage 2.00 3.76 1.35 1.22 1.27 31 Target 1.20 1.20 1.20 1.20 1.20 30 Annual Water Service Revenue Increase 16.0%16.0%16.0%4.0%4.0% 32 Cumulative Revenue Increase 16.0%34.6%56.1%62.3%68.8% 33 CHS Settled Water/Non-Potable Revenue Increase 0 0 56.1% 142 City of Laurel Table A-2 Water Utility Capital Subfund Cash Flow Analysis For the Fiscal Year Ending June 30 Line Budget Projected No Description 2025 2026 2027 2028 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 48,879 590,728 143 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 $$$$$ 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 111 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 PERS 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 CONSUMABLE TOOLS 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 QUALITY TESTING 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 PERS 21,000 21,945 22,933 23,850 24,804 144 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/EQUIPMENT INSURAN 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 LAND RANTAL/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 Serv 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 & Maintenance Serv 1,000 1,045 1,087 1,130 1,175 123 540 Water System 366 Building Maintenance 500 523 543 565 588 145 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 $$$$$ 5210-521000 INTERFUND OPERATING TRANSFERS OUT 124 540 Water 820 Transfers to Other Funds 5,000 5,000 5,000 5,000 5,000 125 Total Operating Budget Total Operation and Maintenance Expense 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 Total Operation and Maintenance Expenses 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 900.00 Capital Expenditures 0 0 0 0 0 Total Operating Budget 2,997,500 3,127,420 3,262,541 3,387,503 3,517,285 146 City of Laurel Table A-4 Water Utility Water Capital Improvement Plan Excluding Inflation For the Fiscal Year Ending June 30 Line Budget Projected 2025-2034 No.Title 2025 2026 2027 2028 2029 Total $$$$$$ 1 Bulk Water Sales Station - On Hold 400,000 400,000 2 West 7th St Wtr Replacement - Combined w/1st Ave 650,000 650,000 3 Riverside Park Water + Irrigation System 0 360,000 360,000 4 Water Treatment Plant Stormwater Improvements 125,000 125,000 5 New Wtr Tank, Booster Station & Piping Redun 210,000 18,675,000 18,885,000 6 1st Ave. Water Valve Installation w/ W 7th 170,000 170,000 340,000 7 City Wide Valve & Hydrant Replacement Project 145,000 145,000 145,000 145,000 580,000 8 Replacement of Water Lines ($900 ft @ 450 lf)81,000 81,000 81,000 81,000 81,000 405,000 9 Water Tank Painting 200,000 800,000 1,000,000 10 Filters 5,000,000 5,000,000 11 949-Mini Excavator 150,000 150,000 12 920-Buildings-Reserve 20,000 20,000 13 Miscellaneous Undesignated Projects 500,000 500,000 14 Total Capital Improvement Ex. Inflation 4,601,000 796,000 19,501,000 6,196,000 581,000 31,675,000 147 City of Laurel Table A-5 Water Utility Water Capital Improvement Plan (Inflated) Annual Inflation 0.0%4.5%4.5%4.5%4.5% Cumulative Inflation 0.0%4.5%9.2%14.1%19.3% For the Fiscal Year Ending June 30 Line Budget Projected 2025-2034 No.Title 2025 2026 2027 2028 2029 Total $$$$$ 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 lf)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 31,231,918 148 City of Laurel Table A-6 Water Utility Test Year 2025 Revenue Requirement Line No.Description Operating 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 3,842,982 149 City of Laurel Table A-7 Water Utility Allocation of Water System Assets and Annual Capital Costs Volume Customer Related Line No. Description O&M Costs Base Maximum Day Demand Maximum Hour Demand Meters & Services Billing Indirect General & Admin Total Water System Assets 1 Source of Supply 100.0%100.0% 2 Treatment 55.6%44.4%100.0% 3 Transmission & Distribution 16.7%13.3%20.0%50.0%100.0% 4 Customer/Billing 100.0%100.0% 5 Meters & Services 100.0%100.0% 6 Public FIre 100.0%100.0% 7 Not Used 100.0%100.0% 8 Not Used 100.0%100.0% 9 General & Admin 100.0%100.0% 10 Pump Station 55.6%44.4%100.0% 11 Treated Storage 33.3%26.7%40.0%100.0% 12 Land 100.0%100.0% 100.0%100.0% 13 Total 150 City of Laurel Table A-8 Water Utility Allocation of Water System Assets and Annual Capital Costs Volume Customer Related Line No. Description Replacement Cost Base Maximum Day Demand Maximum Hour Demand Meters & Services Billing Indirect General & Admin Total $$$$$$$$$ Water System Assets 1 Source of Supply 2,841,754 2,841,754 0 0 0 0 0 0 2,841,754 2 Treatment 39,991,420 22,217,456 17,773,965 0 0 0 0 0 39,991,420 3 Transmission & Distribution 33,042,881 5,507,147 4,405,717 6,608,576 16,521,440 0 0 0 33,042,881 4 Customer/Billing 0 0 0 0 0 0 0 0 0 5 Meters & Services 2,544,987 0 0 0 2,544,987 0 0 0 2,544,987 6 Public FIre 184,685 0 0 0 184,685 0 0 0 184,685 7 Not Used 0 0 0 0 0 0 0 0 0 8 Not Used 0 0 0 0 0 0 0 0 0 9 General & Admin 18,474 0 0 0 0 0 0 18,474 18,474 10 Pump Station 53,810 29,895 23,916 0 0 0 0 0 53,810 11 Treated Storage 969,401 323,134 258,507 387,761 0 0 0 0 969,401 12 Land 0 0 0 0 0 0 0 0 0 13 0 0 0 0 0 0 0 0 0 0 14 Total Water System Assets 79,647,413 30,919,385 22,462,105 6,996,337 19,251,113 0 0 18,474 79,647,413 TRUE 15 General & Admin, %38.8%28.2%8.8%24.2% 16 General & Admin Allocation, $18,474 7,173 5,211 1,623 4,466 17 Total Reallocated Assets 30,926,558 22,467,316 6,997,960 19,255,579 18 Percent of Total 38.8%28.2%8.8%24.2% 19 Annual Capital Costs (with Rev Req Adjustments)1,446,908 561,825 408,150 127,128 349,805 151 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.Description 2025 Supply Treatment Dist Billing Services Total $ 5210-430500 WATER - PURIFICATION AND TREATMENT 1 500 392 ADMINISTRATIVE SERVICES 121,000 50%50%100% 5210-430540 WATER - PURIFICATION AND TREATMENT 2 500 110 SALARIES AND WAGES 570,000 100%100% 3 500 111 OVERTIME 15,800 100%100% 4 500 138 VISION INSURANCE 600 100%100% 5 500 139 DENTAL INSURANCE 4,500 100%100% 6 500 141 UNEMPLOYMENT INSURANCE 1,800 100%100% 7 500 142 WORKERS' COMPENSATION 18,000 100%100% 8 500 143 HEALTH INSUANCE 97,000 100%100% 9 500 144 LIFE INSURANCE 1,200 100%100% 10 500 145 FICA 42,000 100%100% 11 500 146 PERS 47,000 100%100% 12 500 149 ST/LT DISABILITY 4,500 100%100% 13 500 194 FLEX MEDICAL 6,500 100%100% 14 500 220 OPERATING SUPPLIES 25,000 100%100% 15 500 221 CHEMICALS 165,000 100%100% 16 500 222 LABORATORY & MEDICAL SUPP 8,000 100%100% 17 500 226 CLOTHING AND UNIFORMS 1,200 100%100% 18 500 231 GAS, OIL, DIESEL FUEL, GR 7,000 100%100% 19 500 232 MOTOR VEHICLE PARTS 2,000 100%100% 20 500 233 MACHINERY & EQUIPMENT PAR 16,000 100%100% 21 500 241 CONSUMABLE TOOLS 1,000 100%100% 22 500 263 SAFETY SUPPLIES 2,000 100%100% 23 500 312 NETWORKING FEES 5,000 100%100% 24 500 335 MEMBERSHIPS & DUES 1,500 100%100% 25 500 337 ADVERTISING 2,500 100%100% 26 500 339 CERTIFICATION RENEWAL 2,000 100%100% 27 500 341 ELECTRIC UTILITY SERVICES 200,000 100%100% 28 500 343 CELLULAR TELEPHONE 1,200 100%100% 29 500 344 GAS UTILITY SERVICE 35,000 100%100% 30 500 345 TELEPHONE 1,100 100%100% 31 500 349 QUALITY TESTING 10,000 100%100% 32 500 350 PROFESSIONAL SERVICES 15,000 100%100% 33 500 351 MEDICAL, DENTAL, VETERINARY 1,000 100%100% 34 500 355 DATA PROCESSING SERVICES -100%100% 35 500 360 REPAIR & MAINTENANCE SERVICES 3,000 100%100% 36 500 364 WATER / SEWER STRUCTURE & EQUIP 250,000 100%100% 37 500 366 BUILDING MAINTENANCE 50,000 100%100% 38 500 370 TRAVEL 4,000 100%100% 39 500 380 TRAINING SERVICES 3,000 100%100% 40 500 397 CONTRACTED SERVICES 16,000 100%100% 41 500 511 INSURANCE ON BLDGS/IMPRVM 9,500 100%100% 42 500 513 LIABILITY 22,155 100%100% 43 500 514 VEHICLE / EQUIPMENT INSURANCE -100%100% 44 500 519 POLLUTION INSURANCE -100%100% 45 500 533 MACHINERY & EQUIPMENT RENTAL 20,000 100%100% 46 500 544 DISCHARGE PERMIT FEE 3,000 100%100% 47 500 900 CAPITAL OUTLAY -0% 48 500 920 BUILDINGS -0% 49 500 930 IMPROVEMENTS OTHER THAN B -0% 50 500 940 MACHINERY & EQUIPMENT -0% 51 501 943 NEW VEHICLE -0% 52 500 946 COMPUTER EQ/SOFTWARE -0% 5210-430550 WATER - TRANSMISSION AND DISTRIBUTION 53 540 110 SALARIES AND WAGES 335,000 100%100% 54 540 111 OVERTIME 3,500 100%100% 55 540 138 VISION INSURANCE 325 100%100% 56 540 139 DENTAL INSURANCE 2,100 100%100% 57 540 141 UNEMPLOYMENT INSURANCE 1,000 100%100% 58 540 142 WORKERS' COMPENSATION 9,200 100%100% 59 540 143 HEALTH INSUANCE 42,500 100%100% 60 540 144 LIFE INSURANCE 500 100%100% 61 540 145 FICA 18,000 100%100% 62 540 146 PERS 21,000 100%100% 63 540 149 ST/LT DISABILITY 2,500 100%100% 64 540 194 FLEX MEDICAL 2,800 100%100% 65 540 220 OPERATING SUPPLIES 26,000 100%100% 66 540 221 CLOTHING AND UNIFORMS 1,800 100%100% 67 540 226 REPAIR & MAINTENANCE SUPP 15,000 100%100% 68 540 231 GAS, OIL, DIESEL FUEL, GR 16,000 100%100% 69 540 232 MOTOR VEHICLE PARTS 5,000 100%100% 70 540 233 MACHINERY & EQUIPMENT PAR 30,000 100%100% 71 540 239 TIRES/TUBES/CHAINS 3,000 100%100% 72 540 241 CONSUMABLE TOOLS -100%100% 73 540 263 SAFETY SUPPLIES 1,500 100%100% 74 540 311 POSTAGE 6,400 100%100% 75 540 312 NETWORKING FEES 1,000 100%100% 76 540 337 ADVERTISING 1,000 100%100% 77 540 339 CERTIFICATION RENEWAL 1,200 100%100% 78 540 341 ELECTRIC UTILITY SERVICES 15,600 100%100% 152 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.Description 2025 Supply Treatment Dist Billing Services Total 79 540 343 CELLULAR TELEPHONE 3,000 100%100% 80 540 350 PROFESSIONAL SERVICES 50,000 100%100% 81 540 351 MEDICAL, DENTAL, VETERINARY 1,000 100%100% 82 540 355 DATA PROCESSING SERVICES 2,500 100%100% 83 540 360 REPAIR & MAINTENANCE SERV 20,000 100%100% 84 540 362 OFFICE MACHINERY & EQUIP 25,000 100%100% 85 540 367 WATER/SEWER LINES REPAIR 200,000 100%100% 86 540 368 CURB BOX REPAIR/REPLACE 25,000 100%100% 87 540 370 TRAVEL 3,000 100%100% 88 540 380 TRAINING SERVICES 5,000 100%100% 89 540 397 CONTRACTED SERVICES 16,000 100%100% 90 540 452 GRAVEL AND SAND -100%100% 91 540 511 INSURANCE ON BLDGS/IMPRVM 8,365 100%100% 92 540 513 LIABILITY 8,989 100%100% 93 540 514 VEHICLE/EQUIPMENT INSURAN 3,566 100%100% 94 540 530 RENT 182,000 100%100% 95 540 532 LAND RANTAL/EASEMENTS 11,800 100%100% 96 540 533 MACHINERY & EQIPMENT RENT -100%100% 97 540 540 SPECIAL ASSESSMENTS -100%100% 98 540 543 SERVICE CONNECTION FEE 6,100 100%100% 99 540 811 LIABILITY DEDUCTIBLES -100%100% 100 540 901 MISC CAPITAL PROJECTS 100%100% 101 540 938 REPLACE WATER/SEWER LINE 100%100% 102 540 943 VEHICLE(S)100%100% 103 540 949 MINI EXCAVATOR 100%100% 5210-430551 MURRAY HEIGHTS SUBDIVISION - BOOSTER STATION 104 540 220 Operating Supplies 500 100%100% 105 540 231 Gas, Oil, Diesel Fuel, Gr -100%100% 106 540 241 Consumable Tools -100%100% 107 540 341 Electric Utility Services 15,000 100%100% 108 540 344 Gas Utility Services 800 100%100% 109 540 360 Repair & Maintenance Serv 5,000 100%100% 110 540 366 Building Maintenance 5,000 100%100% 5210-430552 WATER RESERVOIR 111 540 220 Operating Supplies 300 100%100% 112 540 231 Electric Utility Services 1,500 100%100% 113 540 241 Professional Services 7,500 100%100% 114 540 341 Water/Sewer Struct. & Equ -100%100% 115 540 344 Gravel and Sand -100%100% 116 540 360 Buildings -100%100% 5210-430553 ELENA BOOSTER STATION 117 540 220 Operating Supplies 100 100%100% 118 540 231 Gas, Oil, Diesel Fuel, Gr 500 100%100% 119 540 233 Machinery & Equipment Par 1,500 100%100% 120 540 341 Electric Utility Services 7,500 100%100% 121 540 350 Professional Services 500 100%100% 122 540 360 Repair & Maintenance Serv 1,000 100%100% 123 540 366 Building Maintenance 500 100%100% 5210-521000 INTERFUND OPERATING TRANSFERS OUT 124 540 820 Transfers to Other Funds 5,000 100%100% 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 - MultiYear Actuals 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%56.4%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% 153 City of Laurel Table A-10 Water Utility Allocation of Functionalized O&M Volume Customer Related Line No. Description Total Base Maximum Day Demand Maximum Hour Demand Meters & Services Billing Indirect General & Admin Total Functions 1 Source of Supply 9,300 100.0%100.0% 2 Treatment 1,691,055 55.6%44.4%100.0% 3 Transmission & Distribution 1,168,645 16.7%13.3%20.0%50.0%100.0% 4 Customer/Billing 68,000 100.0%100.0% 5 Meters & Services 60,500 100.0%100.0% 6 Public FIre 0 100.0%100.0% 7 Common to Irrigation 0 100.0%100.0% 8 All Other Infrastructure 0 100.0%100.0% 9 General & Admin 0 50.0%50.0%100.0% 10 Pump Station 0 40.0%60.0%100.0% 11 Treated Storage 0 40.0%60.0%100.0% 12 100.0%100.0% 13 100.0%100.0% 14 Total 2,997,500 154 City of Laurel Table A-11 Water Utility Allocation of Functionalized O&M Expenses to Cost Components Volume Customer Related Line No. Description Total Base Maximum Day Demand Maximum Hour Demand Meters & Services Billing Indirect General & Admin Total $$$$$$$$$ Functions 1 Source of Supply 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%2.3%0.0%0.0% 14 Indirect & G&A Allocation, %38.2%30.3%7.8%21.5%2.3% 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%7.8%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 (601,426)(264,029)(210,224)(31,402)(86,634)(9,136) 19 Annual O&M Expenses with Reallocations (with Rev Req Adjustments)2,396,074 879,520 697,176 202,327 558,188 58,864 155 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 Annual Average Day Demand Factor Total Demand Extra Capacity Demand Factor Total Demand Extra Capacity Bills Capacity Ratio 1,000 gal 1,000 gal 1 Residential 162,482 445 3.81 1,694 1,249 6.34 2,823 1,129 31,114 31,234 2 Commercial 88,935 244 2.35 573 330 3.92 955 382 2,802 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 44,112 156 City of Laurel Table A-13 Water Utility Unit Costs of Service Volume Customer Related Line No.Description Total Annual Maximum Day Demand Maximum Hour Demand Meters & 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 gpd 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 + 4+ 5 / 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 $0.00 157 City of Laurel Table A-14 Water Utility Distribution of Costs to Customer Classes Volume Customer Related Line No. Description Total Average Day Maximum Day Demand Maximum Hour Demand Meters & Services Billing 1 Unit Costs of Service - $/unit Common to All Customers (Lines 3 - 6 / Line 9)$2.23 $335.03 $90.35 $20.58 $1.72 Common to Retail Customers (Line 6 / Line 10)$1.81 $285.07 $90.35 $20.58 $1.72 Customer Class Residential 2 Units 162,482 1,249 1,129 31,234 31,114 3 Cost of Service - $$1,448,292 $293,761 $355,995 $102,033 $642,907 $53,595 Commercial 4 Units 88,935 330 382 9,115 2,802 5 Cost of Service - $$481,741 $160,790 $93,971 $34,532 $187,622 $4,826 Irrigation 6 Units 10,391 189 145 438 185 7 Cost of Service - $$95,209 $18,786 $53,975 $13,119 $9,010 $319 Industrial 8 Units 434,162 1,795 1,990 3,326 72 9 Cost of Service - $$1,817,739 $968,007 $601,385 $179,770 $68,454 $124 10 Total Cost of Service 3,842,982 1,441,344 1,105,326 329,454 907,993 58,864 158 City of Laurel Table A-15 Water Utility Comparison of Cost of Service With Revenues Under Existing Rates Line No Customer Class 2025 Cost of Service Revenue at 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 3,312,915 530,066 16.0% 159 City of Laurel Table A-16 Water Utility Adjusted Cost of Service Line No Customer Class 2025 Cost of Service Revenue at Existing Rates Change - $Adjustment Adjusted COS Change - % 1 Residential $1,448,292 $1,405,545 $0 $0 $1,448,292 3.0% 2 Commercial 481,741 523,700 41,959 $0 523,700 0.0% 3 Irrigation 95,209 42,824 -(2,088)93,121 117.5% 4 Industrial 1,817,739 1,340,846 -(39,871)1,777,869 32.6% 5 Total $3,842,982 $3,312,915 $41,959 ($41,959)$3,842,982 16.0% 160 City of Laurel Table A-17 Water Utility Development of Cost of Service Rates Residential Cost of Service $1,448,292 Combined Commercial and Irrigation COS $616,821 Industrial $1,777,869 Meter Size Bills S.C.Revenue Meter Size Bills S.C.Revenue Meter Size Bills S.C.Revenue Inches Inches Inches 3/4"31,030 $32.61 $1,011,886 3/4"1,324 $32.61 $43,186 3/4"12 $32.61 $392 1"60 $56.11 $3,372 1"931 $56.11 $52,234 1"12 $56.11 $674 1.25"0 $85.57 $0 1.25"12 $85.57 $1,028 1.25"0 $85.57 $0 1.5"24 $121.86 $2,929 1.5"322 $121.86 $39,278 1.5"0 $121.86 $0 2"0 $215.28 $0 2"274 $215.28 $59,046 2"0 $215.28 $0 3"0 $478.86 $0 3"87 $478.86 $41,702 3"24 $478.86 $11,504 4"0 $852.82 $0 4"12 $852.82 $10,244 4"0 $852.82 $0 6"0 $1,915.49 $0 6"24 $1,915.49 $46,018 6"12 $1,915.49 $23,009 10"0 $5,291.82 $0 10"0 $5,291.82 $0 10"12 $5,291.82 $63,565 Total Service Charge Revenue $1,018,187 Total Service Charge Revenue $292,737 Total Service Charge Revenue $35,579 Volume Rate Revenue Required $430,104 Volume Rate Revenue Required $324,085 Volume Rate Revenue Required $1,742,290 Threshold % Vol Ratio Volume Rate Revenue Threshold % Vol Ratio Volume Rate Revenue Threshold % Vol Ratio Volume Rate Revenue 5000 57.3%1.00 93,125 2.17 202,133 All Usage 100.0%1.00 99,325 $3.26 324,085 All Usage 100.0%1.00 434,162 4.01 1,742,290 10000 17.6%1.25 28,667 2.71 77,780 0.0%1.00 0 3.26 -0.0%1.00 0 4.01 - 20000 15.0%1.50 24,371 3.26 79,350 0.0%1.00 0 3.26 -0.0%1.00 0 4.01 - 99999 10.0%2.00 16,319 4.34 70,841 0.0%1.00 0 3.26 -0.0%1.00 0 4.01 - Total 162,482 2.65 430,104 Total 100.0%1.00 99,325 3.26 324,085 Total 100.0%1.00 434,162 4.01 1,742,290 Rounded Rounded Rounded 93,125 2.17 202,081 99,325 3.27 324,794 434,162 4.02 1,745,329 28,667 2.71 77,689 0 3.27 -0 4.02 - 24,371 3.26 79,451 0 3.27 -0 4.02 - 16,319 4.34 70,823 0 3.27 -0 4.02 - 162,482 2.65 430,043 99,325 3.27 324,794 434,162 4.02 1,745,329 Over/Under Recovery (61)Over/Under Recovery 710 Over/Under Recovery 3,039 161 City of Laurel Table A-18 Water Utility Proposed Cost of Service Rates (FY25 - FY29) Service Charge, $ per bill Existing FY25 FY26 Volume Capital Monthly Volume Capital Monthly Volume Capital Monthly Meter Size Base Charge Allowance Surcharge Base Rate Meter Size Base Charge Allowance Surcharge Base Rate Meter Size Base Charge Allowance Surcharge Base Rate Inches Inches Inches 3/4"$21.75 $2.86 $8.00 $32.61 3/4"$28.55 $0.00 $9.28 $37.83 3/4"$33.12 $0.00 $10.76 $43.88 1"38.93 2.86 14.32 56.11 1"48.48 $0.00 $16.61 65.09 1"56.24 0.00 $19.27 75.51 1.25"60.47 2.86 22.24 85.57 1.25"73.46 $0.00 $25.80 99.26 1.25"85.21 0.00 $29.93 115.14 1.5"87.00 2.86 32.00 121.86 1.5"104.24 $0.00 $37.12 141.36 1.5"120.92 0.00 $43.06 163.98 2"155.30 2.86 57.12 215.28 2"183.47 $0.00 $66.26 249.73 2"212.83 0.00 $76.86 289.69 3"348.00 2.86 128.00 478.86 3"407.00 $0.00 $148.48 555.48 3"472.12 0.00 $172.24 644.36 4"621.40 2.86 228.56 852.82 4"724.14 $0.00 $265.13 989.27 4"840.00 0.00 $307.55 1,147.55 6"1,398.31 2.86 514.32 1,915.49 6"1,625.36 $0.00 $596.61 2,221.97 6"1,885.42 0.00 $692.07 2,577.49 10"3,866.72 2.86 1,422.24 5,291.82 10"4,488.71 $0.00 $1,649.80 6,138.51 10"5,206.90 0.00 $1,913.77 7,120.67 FY27 FY28 FY30 Volume Capital Monthly Volume Capital Monthly Volume Capital Monthly Meter Size Base Charge Allowance Surcharge Base Rate Meter Size Base Charge Allowance Surcharge Base Rate Meter Size Base Charge Allowance Surcharge Base Rate Inches Inches Inches 3/4"$38.42 $0.00 $12.48 $50.90 3/4"$39.96 $0.00 $12.98 $52.94 3/4"$41.56 $0.00 $13.50 $55.06 1"65.24 0.00 $22.35 87.59 1"67.85 0.00 $23.24 91.09 1"70.56 $0.00 $24.17 94.73 1.25"98.84 0.00 $34.72 133.56 1.25"102.79 0.00 $36.11 138.90 1.25"106.90 $0.00 $37.55 144.45 1.5"140.27 0.00 $49.95 190.22 1.5"145.88 0.00 $51.95 197.83 1.5"151.72 $0.00 $54.03 205.75 2"246.88 0.00 $89.16 336.04 2"256.76 0.00 $92.73 349.49 2"267.03 $0.00 $96.44 363.47 3"547.66 0.00 $199.80 747.46 3"569.57 0.00 $207.79 777.36 3"592.35 $0.00 $216.10 808.45 4"974.40 0.00 $356.76 1,331.16 4"1,013.38 0.00 $371.03 1,384.41 4"1,053.92 $0.00 $385.87 1,439.79 6"2,187.09 0.00 $802.80 2,989.89 6"2,274.57 0.00 $834.91 3,109.48 6"2,365.55 $0.00 $868.31 3,233.86 10"6,040.00 0.00 $2,219.97 8,259.97 10"6,281.60 0.00 $2,308.77 8,590.37 10"6,532.86 $0.00 $2,401.12 8,933.98 Volume Rate, $ per 1,000 gallons Threshold Existing FY25 FY26 FY27 FY28 FY29 Residential First 1,000 $0.00 $2.17 $2.52 $2.92 $3.04 $3.16 Next 4,000 2.86 2.17 2.52 2.92 3.04 3.16 Next 5,000 2.86 2.71 3.14 3.64 3.79 3.94 Next 10,000 2.86 3.26 3.78 4.38 4.56 4.74 Over 20,000 2.86 4.34 5.03 5.83 6.06 6.30 Commercial First 1,000 $0.00 $3.27 $3.79 $4.40 $4.58 $4.76 Over 1,000 2.86 3.27 3.79 4.40 4.58 4.76 Industrial First 1,000 $0.00 $4.02 $4.66 $5.41 $5.63 $5.86 Over 1,000 2.86 4.02 4.66 5.41 5.63 5.86 [1] Includes 1,000 gallons volume allowance [2] No volume allowance in proposed base charges [3] Includes capital surcharge which varies by meter size 162 Wastewater Rate Study Report Final Report / March 7, 2025 City ofLaurel 163 This page was intentionally left blank. 164 383 North Corona Street, Suite 244 Denver, CO 80218 www.raftelis.com March 7, 2025 Ms. Kelly Strecker City Clerk/Treasurer City of Laurel 115 West 1st Street Laurel, MT 59044 Subject: Wastewater Rate Study Report Dear Kelly: Raftelis is pleased to provide this wastewater rate study report prepared for the City of Laurel (City). The primary purpose of this study was to ensure the financial sustainability of the wastewater utility and ensure that rates and fees recovered costs proportionately across all customer classes. It has been a pleasure working with you, and we thank you and the City staff for the support provided during this study. Sincerely, Todd Cristiano Vice President 165 166 CITY OF LAUREL, MT WASTEWATER RATE STUDY REPORT Table of Contents 1.WASTEWATER UTILITY ........................................................................................................5 Introduction.................................................................................................................................................... 5 Assumptions .................................................................................................................................................. 5 Financial Plan ................................................................................................................................................ 6 Cost of Service............................................................................................................................................... 9 Rate Design .................................................................................................................................................... 9 Reliance on City-Provided Data ...................................................................................................................10 List of Tables Table 1: Additional Assumptions ............................................................................................................................ 6 Table 2: Comparison of Existing and Proposed FY25 - FY29 Rates.......................................................................10 List of Figures Figure 1: Wastewater Revenue and Expenditures .................................................................................................. 7 Figure 2: Proposed Annual Wastewater Rate Increases ......................................................................................... 8 Figure 3: Debt Service Coverage ........................................................................................................................... 8 List of Appendices Appendix : Wastewater Utility Financial Plan and Rate Design Analysis 167 168 WASTEWATER RATE STUDY 5 1.Wastewater Utility Introduction The City of Laurel (City) provides wastewater service to approximately 2,900 customers. The City is financially self-sufficient with funding from capital and operating requirements derived primarily from rate revenues and other operating income. The City authorized this study to ensure that an adequate level of income from rates is maintained to finance daily operations, fund capital projects, maintain reserves and meet debt service coverage requirements along with rates that are fair and aligned with the City’s goals and community values. Raftelis 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 report are a culmination of these efforts between the City and Raftelis. 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 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 and commercial customers. This report includes wastewater financial plan results for the 5-year study period 2025 through 2029, wastewater cost of service analysis, and rate design. Raftelis used industry standard methodologies supported by the American Water Works Association (AWWA)Principles of Water Rates, Fees, and Charges M1 manual. Appendix A contains the tables that detail the financial plan, cost of service, and rate design analysis for the wastewater utility. 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 FY25. The study period is for FY25 – FY29.1 Growth in the number of accounts is projected at 0.1% per year. Usage per account is based on historical data. Residential wastewater usage per account is approximately 8,200 thousand gallons (kgal) per month and commercial wastewater usage per account is approximately 4,500 kgal per month. Costs will change as follows: Capital costs are projected to experience an annual increase of 4.5% due to inflation. The expected inflation rates for operation and maintenance (O&M) expenses are: Personnel services (FY25 – FY26; FY27 – FY29): 4.5%; 4.0% 1 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. 169 6 CITY OF LAUREL Professional and Contractual Services, Repairs and Maintenance, Operating Supplies and Equipment, Professional Development (2025 – 2026; 2027 – 2029): 4.0%, 3.5% Water supply (FY25 – FY29): 5.0% General (FY24 – FY29): 3.0% Coverage requirement is 1.20 x debt service based on the revenue bond issuance requirements Proposed state loan terms: 2.5% interest rate, 20-year term Table 1: Additional Assumptions Description Units FY25 Beginning Balance $2,503,370 Target Reserves (FY25 values shown) 60 Days of O&M (FY25 values shown) System Development Fees (cash) Revenue Bond Sinking (cash) Bond Reserve DNRC (cash) Bond Reserve DNRC II (cash) Replacement Total $275,595 603,518 323,560 435,209 55,399 969,728 $2,663,009 Financial Plan The wastewater utility financial plan is run out of one fund for both operating and capital spending. 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 FY25 beginning fund balance is $2.5 million. Wastewater revenues consist primarily of rate revenues and nominal miscellaneous revenues. Rate revenues at current rates average $1.95 million annually. O&M expenses include costs to treat and transfer wastewater. O&M is projected to increase from $1.68 million to $1.95 million by FY29. Other expenditures include payments on existing and proposed debt service. Existing debt in FY25 is approximately $512,000 annually. One loan will be paid off in FY25. Proposed debt service is projected to average $503,000 annually in FY26 through FY29. Capital projects total $2.8 million for the study period. Highlights of the capital program include: A manhole lining project for 563 manholes throughout the city. This project is expected to cost $1.97 million during the study period. Recoating the primary clarifier for $200k in FY26. Update of wastewater plant boilers for $600k in FY25. The City has a total reserve target of $2.7 million for FY25 and a debt service coverage requirement2 of 1.20x as part of the loan covenants. Reserves The City currently has a number of reserve requirements as identified in Table 1. Raftelis recommends the City include an annual operating reserve of 60 days of O&M and a capital reserve equal to 1-years depreciation expense. The O&M reserve acts as a buffer for unbudgeted emergency expenses, fluctuations in customer payments or 2 Debt service coverage = [Revenues less expenses (excluding depreciation)] / annual debt service 170 WASTEWATER RATE STUDY 7 reductions in wastewater sales due to drought or wet weather. In addition, lenders and bond agencies view operating reserves as a sign of financial health which can lead to more favorable credit ratings. A capital reserve equal to 1-year depreciation expense recognizes the loss in asset value due to wear and tear and obsolescence. A capital reserve can help smooth out the unevenness of annual capital expenditures. As a result, customers can benefit from more steady and predictable rate increases. Indicated Financial Plan Increases Rate revenues should be sufficient to meet annual requirements, which includes O&M, debt, target reserves and debt service coverage. Revenues at current rates are insufficient to meet these requirements. Annual adjustments of 25% in FY25, followed by 9% in FY26 through FY28 and 5% of FY29 are needed. The initial 25% rate increase is required to meet the target debt service coverage. Future increases are required to meet 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 meet projected 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 25%, followed by a 9% increase effective from FY26- FY28, followed by a 5% increase in FY29. Figure 3 illustrates the target and calculated debt service coverage between FY25-FY29. Figure 1: Wastewater Revenue and Expenditures 171 8 CITY OF LAUREL Figure 2: Proposed Annual Wastewater Rate Increases Figure 3: Debt Service Coverage 172 WASTEWATER RATE STUDY 9 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 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 Rate Design Rate Design In the development of schedules of wastewater rates, a basic consideration is to establish equitable charges to customers commensurate with the cost of providing service. The proposed rate structure retains the monthly base charge and volume rate structure. The base charge is the same for both the residential and commercial classes. The base charge recovers a portion of costs related to customer-specific activities such as billing and general administrative functions. The volume rate recovers the cost to collect, treat, and return treated wastewater to bodies of water. Table 2 compares the existing and proposed rates for FY25 through FY29. 173 10 CITY OF LAUREL Table 2: Comparison of Existing and Proposed FY25 - FY29 Rates Reliance on City-Provided Data During this project, the City (and/or its representatives) provided Raftelis with a variety of technical information, including cost and revenue data. Raftelis did not independently assess or test the accuracy of such data – historic or projected. Raftelis has relied on this data in the formulation of our findings and subsequent recommendations, as well as in the preparation of this report. Raftelis also relied on cost allocation data provided by the City needed to complete the cost-of-service analysis. There are often differences between actual and projected data. Some of the assumptions used for projections in this report will not be realized, and unanticipated events and circumstances may occur. Therefore, there are likely to be differences between the data or results projected in this report and actual results achieved, and those differences may be material. As a result, Raftelis takes no responsibility for the accuracy of data or projections provided by or prepared on behalf of the City, nor do we have any responsibility for updating this report for events occurring after the date of this report. The results presented herein are drafted and under consideration by the City. Drawing conclusions from information in this report is premature and may lead to erroneous assessments as the document may be subject to revisions and refinement. Monthly Base Rate, $ per Bill Proposed Meter Size Existing FY25 FY26 FY27 FY28 FY29 Inches 3/4"$29.24 $29.24 $31.87 $34.74 $37.87 $39.76 1"52.34 52.34 57.05 62.18 67.78 71.17 1.25"81.29 81.29 88.60 96.57 105.26 110.52 1.5"116.96 116.96 127.49 138.96 151.47 159.04 2"208.77 208.77 227.56 248.04 270.36 283.88 3"467.84 467.84 509.95 555.85 605.88 636.17 4"835.39 835.39 910.57 992.52 1,081.85 1,135.94 6"1,879.84 1,879.84 2,049.03 2,233.44 2,434.45 2,556.17 10"5,198.29 5,198.29 5,666.14 6,176.09 6,731.94 7,068.54 Volume Rate, $ per 1,000 Gallons Billable Water Volume [1]$5.27 $8.45 $9.21 $10.04 $10.94 $11.49 [1] Based on water use average from October through April. 174 APPENDIX Wastewater Utility Financial Plan and Rate Design Analysis 175 176 City of Laurel Table A-1 Wastewater Utility Operating Subfund Cash Flow Analysis For the 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 14 PAYGO Capital Projects 994,100 594,100 411,835 430,367 449,734 15 Total Uses 3,182,885 2,809,448 2,737,869 2,824,275 2,913,720 16 Annual Surplus (Deficiency)(879,131)(56,486)257,037 441,550 524,305 17 Beginning Balance (Restricted)2,503,370 1,624,238 1,567,752 1,824,789 2,266,340 18 Ending Balance 1,624,238 1,567,752 1,824,789 2,266,340 2,790,645 Target Reserves 19 Operating (60 Days O&M)275,595 287,217 297,899 308,982 320,480 20 Cash - System Development Fees 603,518 603,518 603,518 603,518 603,518 21 Cash - Revenue Bond Sinking 323,560 323,560 323,560 323,560 323,560 22 Cash - Bond Reserve DNRC 435,209 435,209 435,209 435,209 435,209 23 Cash - Bond Reserve DNRC II 55,399 55,399 55,399 55,399 55,399 24 Cash - Replacement 969,728 969,728 969,728 969,728 969,728 25 Total Target Reserves 2,663,009 2,674,630 2,685,313 2,696,396 2,707,894 26 Unrestricted Funds (1,038,771)(1,106,878)(860,524)(430,056)82,751 Months Rate Increase Effective 6 12 12 12 12 27 Annual Sewer Service Revenue Increase 25.0%9.0%9.0%9.0%5.0% 28 Cumulative Revenue Increase 25.0%36.3%48.5%61.9%70.0% 29 Debt Service Coverage 1.22 2.15 2.30 2.70 2.89 30 Target Debt Service Coverage (1.2)1.20 1.20 1.20 1.20 1.20 Minimum Reserves 31 Operating (60 Days O&M)275,595 287,217 297,899 308,982 320,480 32 Cash - Revenue Bond Sinking 323,560 323,560 323,560 323,560 323,560 33 Cash - Bond Reserve DNRC 435,209 435,209 435,209 435,209 435,209 34 Cash - Bond Reserve DNRC II 55,399 55,399 55,399 55,399 55,399 35 Total Minimum Reserves 1,089,763 1,101,385 1,112,067 1,123,150 1,134,648 36 Unrestricted Funds with Minimum Reserves 534,475 466,368 712,722 1,143,190 1,655,997 37 Debt Service Coverage 1.22 2.15 2.30 2.70 2.89 969,728 969,728 969,728 969,728 969,728 177 City of Laurel Table A-2 Wastewater Utility Historical & Projected Operation and Maintenance Expense For the Fiscal Year Ending June 30 Line Budget Projected No.Fund Account Description 2025 2026 2027 2028 2029 $$$$$ 600 5310-430600 Sewer Utilities 1 600 392 ADMINISTRATIVE SERVICES 76,494 79,936 83,134 86,459 89,917 630 5310-430630 Collection and Transmission 2 630 110 SALARIES AND WAGES 120,000 125,400 130,416 135,633 141,058 3 630 111 OVERTIME 2,500 2,613 2,717 2,826 2,939 4 630 138 VISION INSURANCE 120 125 130 136 141 5 630 139 DENTAL INSURANCE 890 930 967 1,006 1,046 6 630 141 UNEMPLOYMENT INSURANCE 435 455 473 492 511 7 630 142 WORKERS' COMPENSATION 4,800 5,016 5,217 5,425 5,642 8 630 143 HEALTH INSURANCE 20,000 20,900 21,736 22,605 23,510 9 630 144 LIFE INSURANCE 200 209 217 226 235 10 630 145 FICA 9,500 9,928 10,325 10,738 11,167 11 630 146 PERS 11,020 11,516 11,977 12,456 12,954 12 630 149 ST/LT DISABILITY 1,235 1,291 1,342 1,396 1,452 13 630 194 FLEX MEDICAL 1,330 1,390 1,445 1,503 1,563 14 630 220 OPERATING SUPPLIES 5,000 5,200 5,382 5,570 5,765 15 630 221 CHEMICALS - 16 630 226 CLOTHING AND UNIFORMS 250 261 272 283 294 17 630 230 REPAIR & MAINTENATNCE SUPP.- 18 630 231 GAS, OIL, DIESEL FUEL, GR 7,000 7,280 7,535 7,799 8,071 19 630 232 MOTOR VEHICLE PARTS - 20 630 233 MACHINERY & EQUIPMENT PAR 7,000 7,280 7,535 7,799 8,071 21 630 239 TIRES/TUBES/CHAINS ----- 22 630 241 CONSUMABLE TOOLS ----- 23 630 263 SAFETY SUPPLIES ----- 24 630 311 POSTAGE 5,700 5,957 6,195 6,443 6,700 25 630 337 ADVERTISING 1,000 1,040 1,076 1,114 1,153 26 630 339 CERTIFICATION RENEWAL 1,200 1,248 1,292 1,337 1,384 27 630 343 CELLULAR TELEPHONE 1,000 1,045 1,087 1,130 1,175 28 630 350 PROFESSIONAL SERVICES 50,000 52,000 53,820 55,704 57,653 29 630 351 MEDICAL, DENTAL, VETERINA 200 209 217 226 235 30 630 355 DATA PROCESSING SERVICES ----- 31 630 364 WATER/SEWER STRUCT. & EQU 75,000 78,000 80,730 83,556 86,480 32 630 367 WATER/SEWER LINES REPAIR 100,000 104,000 107,640 111,407 115,307 33 630 370 TRAVEL 3,000 3,120 3,229 3,342 3,459 34 630 380 TRAINING SERVICES 500 520 538 557 577 35 630 397 CONTRACTED SERVICES 1,800 1,872 1,938 2,005 2,076 36 630 511 INSURANCE ON BLDGS/IMPRVM ----- 37 630 513 LIABILITY 3,866 4,021 4,161 4,307 4,458 38 630 514 VEHICLE/EQUIPMENT INSURAN 2,456 2,554 2,644 2,736 2,832 39 630 530 RENT 180,000 187,200 193,752 200,533 207,552 40 630 532 LAND RENTAL/EASEMENTS 700 728 753 780 807 41 630 533 MACHINERY & EQUIPMENT RENT 500 520 538 557 577 42 630 811 LIABILITY DEDUCTIBLES ----- 43 630 938 REPLACE WATER/SEWER LINE 350,000 631 5310-430631 Elm Lift Station 44 631 220 OPERATING SUPPLIES 100 104 108 111 115 45 631 221 CHEMICALS 500 520 538 557 577 46 631 231 GAS, OIL, DIESEL FUEL, FR 1,000 1,040 1,076 1,114 1,153 47 631 233 MACHINERY & EQUIPMENT PAR 1,000 1,040 1,076 1,114 1,153 48 631 341 ELECTRIC UTILITY SERVICES 5,500 5,720 5,920 6,127 6,342 178 City of Laurel Table A-2 Wastewater Utility Historical & Projected Operation and Maintenance Expense For the Fiscal Year Ending June 30 Line Budget Projected No.Fund Account Description 2025 2026 2027 2028 2029 $$$$$ 49 631 345 TELEPHONE 825 862 897 932 970 50 631 350 PROFESSIONAL SERVICES ----- 51 631 360 REPAIR & MAINTENANCE SERV 1,500 1,560 1,615 1,671 1,730 52 631 364 WATER/SEWER STRUCT. & EQU 5,000 5,200 5,382 5,570 5,765 632 5310-430632 Village Lift Station 53 632 220 OPERATING SUPPLIES ----- 54 632 221 CHEMICALS ----- 55 632 231 GAS, OIL, DIESEL FUEL, FR 700 728 753 780 807 56 632 233 MACHINERY & EQUIPMENT PAR 2,500 2,600 2,691 2,785 2,883 57 632 341 ELECTRIC UTILITY SERVICES 5,500 5,720 5,920 6,127 6,342 58 632 344 GAS UTILITY SERVICE ----- 59 632 345 TELEPHONE 850 888 924 961 999 60 632 360 REPAIR & MAINTENANCE SERV 1,000 1,040 1,076 1,114 1,153 61 632 364 WATER/SEWER STRUCT. & EQU ----- 62 632 930 IMPROVEMENTS OTHER THAN B 15,000 633 5310-430633 Walmart Lift Station 63 633 220 OPERATING SUPPLIES ----- 64 633 221 CHEMICALS ----- 65 633 231 GAS, OIL, DIESEL FUEL, FR ----- 66 633 233 MACHINERY & EQUIPMENT PAR 1,000 1,040 1,076 1,114 1,153 67 633 341 ELECTRIC UTILITY SERVICES 1,700 1,768 1,830 1,894 1,960 68 633 360 REPAIR & MAINTENANCE SERV 6,000 6,240 6,458 6,684 6,918 69 633 364 WATER/SEWER STRUCT. & EQU 500 520 538 557 577 640 5310-430640 Treatment and Disposal 70 640 110 SALARIES AND WAGES 350,000 365,750 380,380 395,595 411,419 71 640 111 OVERTIME 10,000 10,450 10,868 11,303 11,755 72 640 138 VISION INSURANCE 275 287 299 311 323 73 640 139 DENTAL INSURANCE 2,500 2,613 2,717 2,826 2,939 74 640 141 UNEMPLOYMENT INSURANCE 1,300 1,359 1,413 1,469 1,528 75 640 142 WORKERS' COMPENSATION 11,000 11,495 11,955 12,433 12,930 76 640 143 HEALTH INSUANCE 64,000 66,880 69,555 72,337 75,231 77 640 144 LIFE INSURANCE 650 679 706 735 764 78 640 145 FICA 28,000 29,260 30,430 31,648 32,914 79 640 146 PERS 31,000 32,395 33,691 35,038 36,440 80 640 149 ST/LT DISABILITY 2,800 2,926 3,043 3,165 3,291 81 640 194 FLEX MEDICAL 3,600 3,762 3,912 4,069 4,232 82 640 220 OPERATING SUPPLIES 15,000 15,600 16,146 16,711 17,296 83 640 221 CHEMICALS 47,000 48,880 50,591 52,361 54,194 84 640 222 LABORATORY & MEDICAL SUPP 15,000 15,600 16,146 16,711 17,296 85 640 226 CLOTHING AND UNIFORMS 200 209 217 226 235 86 640 231 GAS, OIL, DIESEL FUEL, GR 9,000 9,360 9,688 10,027 10,378 87 640 232 MOTOR VEHICLE PARTS 500 520 538 557 577 88 640 233 MACHINERY & EQUIPMENT PAR 45,000 46,800 48,438 50,133 51,888 89 640 241 CONSUMABLE TOOLS ----- 90 640 263 SAFETY SUPPLIES ----- 91 640 300 PURCHASED SERVICES ----- 92 640 312 NETWORKING FEES 5,000 5,200 5,382 5,570 5,765 93 640 337 ADVERTISING ----- 94 640 339 CERTIFICATION RENEWAL 1,500 1,560 1,615 1,671 1,730 95 640 341 ELECTRIC UTILITY SERVICES 100,000 104,000 107,640 111,407 115,307 179 City of Laurel Table A-2 Wastewater Utility Historical & Projected Operation and Maintenance Expense For the Fiscal Year Ending June 30 Line Budget Projected No.Fund Account Description 2025 2026 2027 2028 2029 $$$$$ 96 640 343 CELLULAR TELEPHONE 300 314 326 339 353 97 640 344 GAS UTILITY SERVICE 30,000 31,200 32,292 33,422 34,592 98 640 345 TELEPHONE 3,500 3,658 3,804 3,956 4,114 99 640 349 QUALITY TESTING 20,000 20,800 21,528 22,281 23,061 100 640 350 PROFESSIONAL SERVICES 12,000 12,480 12,917 13,369 13,837 101 640 351 MEDICAL, DENTAL, VETERINARY 500 523 543 565 588 102 640 355 DATA PROCESSING SERVICES ----- 103 640 360 REPAIR & MAINTENANCE SERVICES 5,000 5,200 5,382 5,570 5,765 104 640 364 WATER / SEWER STRUCTURE & EQUIP ----- 105 640 366 BUILDING MAINTENANCE 40,000 41,600 43,056 44,563 46,123 106 640 370 TRAVEL 2,500 2,600 2,691 2,785 2,883 107 640 380 TRAINING SERVICES 2,500 2,600 2,691 2,785 2,883 108 640 391 DUMPING FEES 30,000 31,200 32,292 33,422 34,592 109 640 397 CONTRACTED SERVICES 5,000 5,200 5,382 5,570 5,765 110 640 511 INSURANCE ON BLDGS/IMPRVM 25,626 26,651 27,584 28,549 29,548 111 640 513 LIABILITY 13,417 13,954 14,442 14,948 15,471 112 640 514 VEHICLE / EQUIPMENT INSURANCE ----- 113 640 544 DISCHARGE PERMIT FEE 8,000 8,320 8,611 8,913 9,225 114 640 901 MISC CAPITAL PROJECTS 250,000 261,250 271,700 282,568 293,871 115 640 946 COMPUTER EQ/SOFTWARE 350,000 364,000 376,740 389,926 403,573 600 5210-521000 118 820 820 Transfers to Other Funds 5,000 5,000 5,000 5,000 5,000 119 Total Operation and Maintenance Expense 2,641,539 2,372,485 2,460,661 2,552,135 2,647,033 120 Less: Budgeted Capital Projects 965,000 625,250 648,440 672,494 697,444 121 Net O&M Expense 1,676,539 1,747,235 1,812,221 1,879,642 1,949,588 180 Table A-5 City of Laurel Table A-3 Wastewater Utility Sewer Capital Improvement Plan Excluding Inflation For the Fiscal Year Ending June 30 Line Budget Projected 2025 - 2029 No.Title 2025 2026 2027 2028 2029 Total $$$$$$ 1 Primary Clarifier Recoating 200,000 200,000 2 Sewer Line Replacement b/n Main St/1st and 5th/7th - Partial Grant Funding - 3 Wastewater Plant Boilers 600,000 600,000 4 Manhole Lining Project $3,500/MH * 563 MH 394,100 394,100 394,100 394,100 394,100 1,970,500 5 Undesignated Collection System Repair and Replacement - 6 Total Capital Improvement Program Excluding Inflation 994,100 594,100 394,100 394,100 394,100 2,770,500 Source: CIP for Eaton Review with Faith's edits.xlsx City of Laurel Table A-4 Water Utility Sewer Capital Improvement Plan Including Inflation Annual Inflation 0.0%0.0%4.5%4.5%4.5% Cumulative Inflation 0.0%0.0%4.5%9.2%14.1% For the Fiscal Year Ending June 30 Line Budget Projected 2025 - 2029 No.Title 2025 2026 2027 2028 2029 Total $$$$$ 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 $3,500/MH * 563 MH 394,100 394,100 411,835 430,367 449,734 2,080,135 5 Undesignated Collection System Repair and Replacement ------ 6 Total Capital Improvement Program Including Inflation 994,100 594,100 411,835 430,367 449,734 2,880,135 181 City of Laurel Table A-5 Wastewater Utility Development of Proposed FY25 Rates Total Cost of Service 2,435,116$ Meter Size Residential Commercial 3/4"30,598 0 $29.24 $894,699 1"84 854 52.34 49,094 1.25"12 0 81.29 977 1.5"24 286 116.96 36,296 2"12 192 208.77 42,634 3"0 108 467.84 50,577 4"0 12 835.39 10,035 6"0 12 1,879.84 22,581 Multi 0 1,141 29.24 33,367 Total 30,731 2,606 1,140,259 Volume Rate Revenue1,294,857$ Usage 153,289 $ per 1,000 gal 8.45$ 182 City of Laurel Table A-6 Wastewater Utility Development of Proposed FY25 Rates Monthly Base Rate, $ per Bill Proposed Meter Size Existing FY25 FY26 FY27 FY28 FY29 Inches 3/4"$29.24 $29.24 $31.87 $34.74 $37.87 $39.76 1"52.34 52.34 57.05 62.18 67.78 71.17 1.25"81.29 81.29 88.60 96.57 105.26 110.52 1.5"116.96 116.96 127.49 138.96 151.47 159.04 2"208.77 208.77 227.56 248.04 270.36 283.88 3"467.84 467.84 509.95 555.85 605.88 636.17 4"835.39 835.39 910.57 992.52 1,081.85 1,135.94 6"1,879.84 1,879.84 2,049.03 2,233.44 2,434.45 2,556.17 10"5,198.29 5,198.29 5,666.14 6,176.09 6,731.94 7,068.54 Volume Rate, $ per 1,000 Gallons Billable Water Volume [1]$5.27 $8.45 $9.21 $10.04 $10.94 $11.49 [1] Based on water use average from October through April. 183 File Attachments for Item: 14. Resolution No. R25-26: A Resolution Of The City Council Approving The Sublease Agreement By And Between Laurel High School District No. 7 And American Legion Baseball Post #123 Laurel Dodgers. 184 R25-26 Approve Sublease Agreement between School District and Laurel Dodgers RESOLUTION NO. R25-26 A RESOLUTION OF THE CITY COUNCIL APPROVING THE SUBLEASE AGREEMENT BY AND BETWEEN LAUREL HIGH SCHOOL DISTRICT NO. 7 AND AMERICAN LEGION BASEBALL POST #123 LAUREL DODGERS. BE IT RESOLVED by the City Council of the City of Laurel, Montana, Section 1: Approval. The Sublease Agreement by and between Laurel High School District No. 7 and American Legion Baseball Post #123 Laurel Dodgers, a copy attached hereto and incorporated herein (“the Sublease Agreement”), is hereby approved. Section 2: Execution. The Mayor is hereby given authority to approve the Sublease Agreement on behalf of the City. Introduced at a regular meeting of the City Council on the 8th day of April 2025, by Council Member ______. PASSED and APPROVED by the City Council of the City of Laurel on the 8th day of April 2025. APPROVED by the Mayor on the 8th day of April 2025. CITY OF LAUREL ___________________________ Dave Waggoner, Mayor ATTEST: _______________________________ Kelly Strecker, Clerk-Treasurer APPROVED AS TO FORM: ______________________________ Michele L. Braukmann, Civil City Attorney 185 186 187 188 189