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December 2, 1993EIMIAZZLIBELBLia JACK CRAHAN, MAI 06468313 DEIGHANAPPRAISAL ASSOCIATES, INC: REAL ESTATE ANALYSTS AND CONSULTANTS DATUM K. DLICRAN, MAI 84414144 2000 S.E PORT ST. LUCIEBOULEVARD, SUITEA PORT ST. LUCK FLORIDA 34952 44 BURL Wu aON,JR, MAI 4468n1s (407) 335 -1405 FAX N(407) 335 -1423 P. L ROCKWELL, TREAS. REPLY TO: PORT ST. LUCIE MEMORANDUM TO: John Drago, Skip Harvey, Bill Reese, Susan Groover, Dave Rivera FROM: Jack Crahan DATE: 12/2/93 SUBJECT: Response to field inspection meetings' inquiries PROJECT: City of Okeechobee Utility Appraisal MI RASI OCSAN )OULZVARD STUART, FLORIDA 74904 (497) 335-1485 748 NORTH MESCAL HIGHWAY THE HOYT CiNTER SUM 241 A NORTH PALM BEAM TL 37468 (487) 427-5367 This memo is in response to Susan Groover's and Bill Reese's question on 11/18/93 regarding "supplies" referenced in my 11/2/93 "draft asset letter and Bill Reese's question on 11/30/93 regarding "how inspection results will be used A. In my 11/2/93 "draft asset letter I made the following statement "As supplies are typically expense items, no inventory of these materials has been accomplished, nor is one anticipated as part of this appraisal. If you believe some of these items should be included in the equipment or plant lists, these need to be identified at this time Susan Groover and Bill Reese indicated at the 11/18/93 meeting that a substantial amount ($100,000 of chemicals were kept on hand by the city. Bill Reese and Rick Jordan indicated on 11/30/93 that the City also kept an inventory of pipe lengths and meters. To include these items, I will either need a detailed listing (along with costs) of the items or because of the fluidity of some of the supplies I will need approximated what portion of a year's stock you keep on hand. Example: If we know that you spend $240,000 a year on chemicals and you order them 4 times a year, we can estimate that you have roughly $60,000 on hand at the time of appraisal. Please furnish an inventory or the accounting information of those supplies, which you feel need to be included. B. At the 11/30/93 field inspection meeting, Bill Reese asked that when the field inspection was done, how was the observed condition data to be used? Due to the nature of the 'evaluation, our efforts are limited to determining general conditions of major portions of the system. Professional judgements and experience are used to evaluate the accumulated pieces of information and estimate the resulting overall condition and remaining life. Efforts will be made in conjunction with City staff and their present consultants, to select areas that are "representative samples" of a particular component age or type. Physical conditions of pipe interior and exterior will be compared to any historical City records, maintenance data and /or to accepted municipal records for similar systems. WHS will use the observed data, along with interview information of maintenance practices, water testing, and flow testing, to adjust published average service life's in order to estimate a reasonable expectation of remaining life for the specific utility component As requested I am enclosing copies of the Public Service Commission's water and sewer systems- Guideline Averaee Service Life Rates as one of the published sources which will be used. An example of this procedure follows: WHS takes a sample of a cast iron distribution main installed in 1960. The sample indicates a less then average corrosion for the 33 year old pipe which is supported through an interview with the line's maintenance supervisor. According to the PSC Guideline a ductile iron water pipe has a 40 year average service life. Instead of estimating physical depreciation to be 33/40 or 82.5 WHS extends the pipes useful life by 20 years based on its observed condition. Therefore, the estimated depreciation is now 33/60 or 55 This methodology takes into consideration the known facts about the pipe (age, condition) and historical data about similar pipe to conclude with a realistic estimate of the system's components. More extensive testing is possible, however, it is typically cost prohibitive for the information sought after and the degree of reliability does not significantly increase. JC\TM312283.DOC Water Systems Guideline Average Service Life Rates Account Description 1. Source of Supply 3.6 304 Structures Improvements 3.0 3.6 Frame 3.6 4.0 Masonry 3.3 3.7 Reinforced concrete 2.5 2.7 Steel (tanks or sheds) 4.0 4.5 Fiberglass 5.0 5.6 305 Collecting and Impounding Reservoirs 2.0 2.5 306 Lake, River and Other Intakes 2.5 2.5 307 Wells and Springs Drilled and cased well (Floridan or non corrosive) 3.3 Shallow well (Sand aquifer or corrosive) 5.0 308 Infiltration Galleries and Tunnels 2.5 309 Supply Mains 2.9 2. Pumping Plant 5.0 304 Structures and Improvements (see "Source of Supply" for subcategories) 310 Power Generation 311 Pumping Equipment Electric pumping equip. Page 8 of 14 Large Small Small Utility Utility Utility (Class (Class Function A B) C) Composite 3.0 3.6 5.0 5.9 5.0 5.9 5.0 6.7 3.7 5.6 N.A. 3.1 Water Systems Guideline Averaae Service Life Rates Account Description 3. Water Treatment Plant 304 Structures and Improvements 3.0 (see "Source of Supply" for subcategories) 320 Water Treatment Eauip. Chlorination Equip. Other Mechan.Equip. 4. Transmission and Distribution Plant 304 Structures and Improvements 3.0 (see "Source of Supply" for subcategories) 330 Distribution Reservoirs and Standpipes Steel pneumatic tanks Concrete ground storage reservoir 331 Transmission and Distribution Mains Galvanized steelpipe fittings Black steel pipe Plastic pipe Asbestos cement Cast or ductile iron Valves and valve boxes Fire mains 333 Services 334 Meters and Meter Installations 335 Hydrants 339 Other Plant and Miscellaneous Equip. Pave 9 of 14 Large Utility (Class A B) 4.5 10.0 4.0 2.7 2.9 2.5 2.3 2.9 5.0 2.2* 2.5 2.5 4.0 3.0 2.5* 5.0 2.2 4.0 Small Utility (Class C) 3.6 5.9 14.3 5.0 3.6 3.0 3.3 2.7 2.6 3.0 5.6 2.5* 2.9 2.9 5.0 3.3 2.9* 5.9 2.5 5.0 Small Utility Function Composite 4.8 (t 2.8 Water Systems Guideline Average Service Life Rates Large Small Small Utility Utility Utility (Class (Class Function Account Description A B) C) Composite 5. General Plant 304 Structures and Improvements Reinforced concrete bldg. Masonry bldg. Wood bldg. Steel bldg. Tanks or sheds Page 10 of 14 2.5 2.2 2.5 2.9 2.5 4.0 340 Ofc. Furniture and Equipment 6.7 6.7 Computers 16.7 16.7 341 Transportation Equip. 15.0 342 Stores Equip. 5.6 343 Tools, Shop and Garage Equip. 6.3 344 Laboratory Equip. 6.7 345 Power Operated Equip. 7.9 346 Communications Equip. 9.0 347 Miscellaneous Equip. 6.7 348 Other Tangible Plant 10.0 2.9 2.5 2.9 3.3 2.9 5.0 15.0 N.A. 6.7 N.A. 9.5 N.A. N.A. 10.0 7.1 Suggested small company rate for use with total depreciable plant 3.1 (To be used only when acceptable company plant balances are not available for using function composites.) Footnotes Denotes composite account rate. Plastic pipe footnote. Assumes use of AWWA standard pipe only (not thinwall). AWWA DR18 used for all mains 6" or more. To be used only when acceptable prant balances are not available for developing composites using account lives. This small company composite includes and holds for Acct.s 342 through 348 only. See text for discussion. Sewer Systems Guideline Average Service Life Rates Large Small Small Utility Utility Utility (Class (Class Function Account Description A B) C) Composite 1. Collection System 2.9 354 Structure and Improvements 3.1 3.7 Above grade Reinforced concrete 2.6 2.9 Masonry 3.3 3.7 Frame 3.6 4.0 Steel 4.0 4.5 Below Grade Concrete 2.9 3.1 Steel 4.5 5.0 Lift stations 4.0 4.5 360 Collection Sewers Force 3.3 3.7 361 Collection Sewers Gravity 2.2* 2.5* Manholes 3.3 3.7 362 Special Collecting Structures 2.5 2.7 363 Services to Customers 2.6* 2.9* 364 Flow Measuring Devices 20.0 20.0 365 Flow Measuring Installations 2.6 2.9 2. Pumping Plant 354 Structures and Improvements 3.1 3.7 370 Receiving Wells 3.3 4.0 Pumping equip. N.A. 6.7 371 Pumping Equip. 5.6 N.A. Page 11 of 14 5.6 Sewer Systems Guideline Average Service Life Rates Large Small Small Utility Utility Utility (Class (Class Function Account Description A B) C) Composite 3. Treatment and Disposal Plant 5.6 354 Structures and Improvements 3.1 3.7 4 (see "Collection System for subcategories) 380 Treatment and Disposal Equip. 5.6 6.7 Blowers, motors, pumps, electric controls 6.7 8.3 Chlorination Equip. 10.0 14.3 Other mechanical equip. 4.3 5.6 381 Plant sewers 2.9 3.1 382 Outfall sewer lines 3.3 3.3 389 Other Plant and Miscellaneous Equip. 5.6 6.7 4. General Plant 354 Structures Improvements 2.5 Reinforced concrete buildings 2.2 Masonry bldg. 2.5 Wood bldg. 2.9 Steel bldg. 2.5 Tanks or sheds 4.0 390 Ofc. Furniture and Equipment 6.7 6.7 Computers 16.7 16.7 391 Transportation Equip. Page 12 of 14 15.0 15.0 2.9 2.5 2.9 3.3 2.9 5.0 Sewer Systems Guideline Average Service Life Rates Account Description General Plant (cont.) 392 Stores Equip,. 5.6 393 Tools, Shop and Garage Equip. 6.3 394 Laboratory Equip. 395 Power Operated Equip. 396 Communications Equip. 397 Miscellaneous Equip. 398 Other Tangible Plant 6.7 7.9 9.0 6.7 10.0 Page 13 of 14 Large Small Small Utility Utility Utility (Class (Class Function A B) C) Composite N.A. 6.7 N.A. 9.5 N.A. N.A. 10.0 7.1 Suggested small company rate for use with total depreciable plant 3.1 (To be used only when acceptable company plant balances are not available for using function composites.) Footnotes Denotes composite account rate. Plastic pipe footnote. Assumes use of AWWA standard pipe only (not thinwall). AWWA DR18 used for all mains 6" or more. To be used only when acceptable plant balances are not available for developing composites using account lives. This small company composite includes and holds for Acct.s 392 through 398 only. See text for discussion.