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#02 - Utility Financial Management Plan Updates
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#02 - Utility Financial Management Plan Updates
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<br />Stormwater – It is recommended that Multi-Family Stormwater fees be treated like Commercial, as the <br />stormwater run-off will be similar to commercial with a lower number of permeable surfaces on each <br />property. <br /> <br />Future Model Improvements / Challenges <br />• Improved Depreciation Modeling – current model is a flat 40-year depreciation, and a more accurate <br />depiction would take into account individual assets. <br />• Break Capital and Operations into separate funds and reports to better visualize the impacts of these <br />revenue and expense types. <br /> <br />Summary <br />The above graphs show simple cash balances and revenues vs. expenses. The attached tables and charts <br />in Appendices C through F show the more detailed financial projections for each of the funds. <br /> <br />To reiterate an earlier point, these models are based on assumptions. The assumptions, as well as what <br />occurs, can shift results significantly year-to-year, including development, water usage, interest rates, <br />construction costs, and so on. Again, this model assumes no outside funding of O&M on the new <br />treatment plants, so if that funding comes through, this model will need to be updated. We use our best <br />guess to estimate how these funds will perform and what adjustments are needed to project long-term <br />financial sustainability. <br /> <br />Further, the rate decisions are set annually, so while we are modeling 20% over 5 years, the actual rate for <br />anything beyond 2025 will generally be set in future years, unless Council determines it is in the best <br />interest of the City to set them ahead of time. <br /> <br />Based on the above, our recommended utility fund fee schedule for 2025 is shown in Appendix A. We <br />are happy to discuss alternatives to these recommendations with Council during the workshop, as well as <br />provide alternative scenarios if requested ahead of time. <br /> <br />RECOMMENDATION: <br /> <br />Discuss rate study results and provide direction for implementation of rate changes for 2025. (Staff will <br />bring changes to the March 18th meeting for formal adoption and they would take effect for Q1 billing in <br />the beginning of April.) <br /> <br />ATTACHMENTS: <br /> <br />• Appendix A – Rates & Bills <br />• Appendix B – Comp Cities <br />• Appendix C – All Funds Charts <br />• Appendix D – Water Reports & Charts <br />• Appendix E – Sewer Reports & Charts <br />• Appendix F – Stormwater Reports & Charts <br />
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