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VII.2. Enterprise Fund Budgets and Utility Rate Review; Bishop CITY OF HOPKINS Memorandum To: Honorable Mayor and Council Members Mike Mornson, City Manager From: Nick Bishop, Finance Director Date: October 1, 2024 Subject: Enterprise Fund Budgets and Utility Rate Review _____________________________________________________________________ PURPOSE No formal action is required at this meeting. Staff is requesting input on the proposed budgets for enterprise funds and utility rates. INFORMATION Pavilion Fund The Hopkins Pavilion is a multi-use, year-round arena and community facility. The arena is used for a multitude of activities including ice skating, broomball, soccer, lacrosse, inline skating, rugby, baseball, softball, concerts, company picnics and other community and private events. The main revenue sources are a property tax levy, facility rentals and leases. The main expenses are depreciation, salary, benefits and bond interest. The 2025 budget includes $102,500 for capital projects (replacement of entrance doors and a scissor lift). The budget is projecting a decrease in net position of $280,851, which includes $480,000 of depreciation. The funds cash flow is projected to increase. Pavilion Proposed 2024 2025 %a ge Budget Budget Incr (Decr) Revenues 913,700$ 931,500$ 1.95% Expenditures 1,133,473$ 1,212,351$ 6.96% Revenues over (under) Expenditures (219,773)$ (280,851)$ Finance Department Utility Funds The City has four separate utility funds to provide: water, sanitary sewer, storm sewer and refuse collection services. They are classified as enterprise or business-type funds. The main source of revenue for all funds is user charges. The main expenses are salaries, benefits, depreciation, bond costs, municipal wastewater charges and contracted services for recycling and organic pickup. Collectively, the funds are projected to end the year with a cash balance of $6.9 million and a net position (fund balance) of 27.8 million. The sanitary sewer and storm sewer have a positive cash flow projection in 2025. The water fund is projected to slightly decrease cash position in 2025, which can be absorbed within the fund. The refuse fund will slightly decrease its cash position based on projected operating revenues and operating expenditures. The planned purchase of a $350,000 refuse truck would further reduce the fund cash position to $602,000. Water Proposed 2024 2025 %a ge Budget Budget Incr (Decr) Revenues 2,892,400$ 3,101,000$ 7.21% Expenditures 2,858,975$ 2,995,096$ 4.76% Revenues over (under) Expenditures 33,425$ 105,904$ Sanitary Sewer Proposed 2024 2025 %a ge Budget Budget Incr (Decr) Revenues 3,635,000$ 3,835,000$ 5.50% Expenditures 3,584,058$ 3,685,007$ 2.82% Revenues over (under) Expenditures 50,942$ 149,993$ Storm Sewer Proposed 2024 2025 %a ge Budget Budget Incr (Decr) Revenues 810,332$ 810,332$ 0.00% Expenditures 826,094$ 776,094$ -6.05% Revenues over (under) Expenditures (15,762)$ 34,238$ Refuse Proposed 2024 2025 %a ge Budget Budget Incr (Decr) Revenues 1,340,085$ 1,398,603$ 4.37% Expenditures 1,477,104$ 1,519,451$ 2.87% Revenues over (under) Expenditures (137,019)$ (120,848)$ Water & Sanitary Sewer Rates Proposed Water and Sanitary Sewer fund budgets have been prepared for 2025. The Water and Sanitary Sewer budgets being proposed include rate increases of approximately 7.6% and 5.5%, respectively. Rates are based on operational needs, capital needs and debt repayment. The City has a tiered rate structure for water consumption. 2024 2025 Percent Adopted Proposed Increase Flat Rates Per Meter Per Month Residential - 5/8" meter 3.87 4.16 7.49% Residential - 1" meter 3.87 4.16 7.49% Apt/Commercial - 1-1/2" to 2" meter 7.76 8.35 7.60% Apt/Commercial - 3" meter 11.65 12.54 7.64% Apt/Commercial - 4" meter 15.49 16.67 7.62% Apt/Commercial - 6" meter 23.25 25.02 7.61% Consumption Rates, Per 1,000 Gallons Residential and Multi-Family 0 - 3,000 gallons 3.97 4.27 7.56% 3,001 - 5,000 gallons 4.57 4.92 7.66% 5,001 and over 5.24 5.64 7.63% Commercial 0 - 10,000 gallons 3.79 4.08 7.65% 10,001 - 20,000 gallons 4.35 4.68 7.59% 20,001 and over 5.01 5.39 7.58% Irrigation - all usage 4.74 5.10 7.59% Production meter 4.00 4.30 7.50% Sanitary Sewer 7.96 8.40 5.54% Water and Sanitary Sewer Rates The two following charts show the impact of the water and sewer rate increases for different user types. Actual 2024 Proposed 2025 $ Increase % Increase Single Family Residential (Lower User) Water (1,500 Gallons)9.83$ 10.57$ 0.74$ 7.53% Sewer (1,500 Gallons)11.94$ 12.60$ 0.66$ 5.53% Total Monthly Bill 21.77$ 23.17$ 1.40$ 6.43% Single Family Residential (Median User) Water (4,000 Gallons)20.35$ 21.89$ 1.54$ 7.57% Sewer (3,000 Gallons)23.88$ 25.20$ 1.32$ 5.53% Total Monthly Bill 44.23$ 47.09$ 2.86$ 6.47% Single Family Residential (High User) Water (8,800 Gallons)44.83$ 48.24$ 3.41$ 7.61% Sewer (4,800 Gallons)38.21$ 40.32$ 2.11$ 5.53% Total Monthly Bill 83.04$ 88.56$ 5.52$ 6.65% Impact on Low, Median and High Residential User Actual 2023 Proposed 2024 $ Increase % Increase Commercial Property (Low User with a 1" Meter) Water (3,000 Gallons)19.13$ 20.59$ 1.46$ 7.63% Sewer (3,000 Gallons)23.88$ 25.20$ 1.32$ 5.53% Total Monthly Bill 43.01$ 45.79$ 2.78$ 6.46% Commercial Property (High User with a 2" Meter) Water (35,000 Gallons)164.31$ 176.80$ 12.49$ 7.60% Sewer (35,000 Gallons)278.60$ 294.00$ 15.40$ 5.53% Total Monthly Bill 442.91$ 470.80$ 27.89$ 6.30% Impact on Low and High Commercial User Storm Sewer Rates A proposed Storm Sewer fund budget has been prepared for 2025. Residential storm sewer fees are $5.00/month. There is no proposed rate increase. Refuse Rates A proposed Refuse fund budget has been prepared for 2025. Refuse increases of approximately 4.5% are being proposed for operational needs. The City has a five-year contract with an outside service provider to provide recycling and organic recycling. Rates increases of approximately 3.6% are being proposed based the contract. Fees for yard waste stickers, bulk pickup, brush pickup and other miscellaneous fees will also be increased for 2025. 2024 2025 Percent C urrent Proposed Increase Refuse Collection 35 Gallon - Every Other Week 14.55 15.21 4.54% 35 Gallon 19.80 20.70 4.55% 65 Gallon 24.00 25.09 4.54% 95 Gallon 27.60 28.85 4.53% Recycling 5.64 5.84 3.55% Organic Recycling 5.89 6.10 3.57% Refuse, Recycling and Organic Recycling Rates Annual Service Cost for Median Value Home Based on the preliminary tax levy passed, franchise fee ordinances and the utility rates proposed in this memo the annual service cost for a median value home is projected to increase by $133.08 or $11.09 per month. The median value home was $369,300 in 2024 and $378,800 in 2025. Actual Projected 2024 2025 $ Increase % Increase City Property Taxes (5.61% Levy Increase)2,191.00$ 2,245.00$ 54.00$ 2.46% Water - Consumption 7,500 gallons per month $3.97/$4.57/$5.24 Tiered Rates 456.24$ $4.27/$4.92/$5.64 Tiered Rates 490.92$ Sewer - Consumption 5,000 gallons per month $7.96/ 1,000 gallons 477.60$ $8.40/ 1,000 gallons 504.00$ Refuse Collection Garbage, 65 Gallon 288.00$ 301.08$ 13.08$ 4.54% Recycling 67.68$ 70.08$ 2.40$ 3.55% Organic Recycling 70.68$ 73.20$ 2.52$ 3.57% Storm Sewer 60.00$ 60.00$ -$ 0.00% Franchise Fees (based on average)91.32$ 91.32$ -$ 0.00% Total 3,702.52$ 3,835.60$ 133.08$ 3.59% Based on preliminary levy adopted on 9/3/2024, proposed utility rates reviewed on 10/1/2024 and projected franchise fees implemented on 1/1/2024. 34.68$ 26.40$ City of Hopkins Annual Service Cost for Median Value Home Actual 2024 and Proposed 2025 7.60% 5.53%