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Utility System Scenarios 4/1994UTILITY SYSTEM SCENARIOS A. Existing System B. OBWA Separate from City C. Combined System (1) No Contribution from County (2) $ 2 Million from County (3) $ 3 Million from County RATES ANALYSIS SCENARIOS 1. Rates required to generate existing revenues 2. Rates required to generate future <1995> revenue requirements, including debt service for the 1992A Bonds 3. Rates required to generate future <1995> revenue requirements, including debt service for the 1992A Bonds plus a new $ 8.0 Million bond issue. TABLE A -1 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE 1993 REVENUES WITH EXISTING SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" All Sizes $ 8.50 85.00 170.00 255.00 510.00 850.00 1,700.00 $ 10.63 106.25 212.50 318.75 637.50 1,062.50 2,125.00 C. OKEECHOBE -0- (1) Includes $1.00 Franchise Fee. 9402 - 001 -02 April 1994 ry A. CITY $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 B. COUNTY $ 3.88 9.70 19.40 31.04 62.08 97.00 194.00 BEACH WATER ASSOCIATIO $9.001) $1.70 1.70 1.70 1.70 1.70 1.70 1.70 $2.13 2.13 2.13 2.13 2.13 2.13 2.13 $3.00 per each 1,000 gallons over 3,000 gallons SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 23 TABLE A -3 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE 1993 REVENUES WITH COMBINED SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" Minimum Debt Service Service Char A. NO CONTRIBUTION BY COUNTY $ 6.14 $ 3.10 61.40 7.75 122.80 15.50 184.20 24.80 368.40 49.60 614.00 77.50 1,228.00 155.00 B. $2 MILLION CONTRIBUTION BY $ 5.13 $ 3.10 51.30 7.75 102.60 15.50 153.90 24.80 307.80 49.60 513.00 77.50 1,026.00 155.00 C. $3 MILLION CONTRIBUTION BY $ 4.62 $ 3.10 46.20 7.75 92.40 15.50 138.60 24.80 277.20 49.60 462.00 77.50 924.00 155.00 COUNTY (1) COUNTY ( 1 ) $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21' 2.21 2.21 2.21 (1) Based on County's cash contribution being invested in a rate stabilization fund at 7.0 percent annual interest and earnings only applied to debt service. 9402 - 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 25 TABLE A -5 MONTHLY RESIDENTIAL WATER BILL REQUIRED TO GENERATE 1993 REVENUES 5/8" X 3/4" METER USING 5.000 GALLONS City County OBWA Existing System $20.10 $25.16 $15.00 With 'OBWA Separate . $22.18 $27.74 $24.25(1) onibined System No Money:: roe ` County $20.29 $20.29 $20.29 2 Million`; rom County $19.28 $19.28 $19.28 Million rom' County $18.77 $18.77 $18.77 (1) Per rate schedule required by FmBA Letter of Conditions to OBWA, dated March 29, 1993. (2) Based on County's cash contribution being invested in a rate stabilization fund at 7.0 percent annual interest and earnings only applied to debt service. 9402- 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 27 TABLE B -1 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS ") WITH EXISTING SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" All Sizes $ 12.96 129.60 259.12 388.80 777.60 1,296.00 2,592.00 Mi linium Servi !e Charge A. CITY $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 B. COUNTY $ 16.20 $ 3.88 162.00 9.70 324.00 19.40 486.00 31.04 972.00 62.08 1,620.00 97.00 3,240.00 194.00 C. OKEECHOBEE BEACH WATER ASSOCIATION -0- $9.00(2) (1) Includes $459,670 debt service for 1992 Revenue Bonds. (2) Includes $1.00 Franchise Fee. 9402 - 001 -02 April 1994 $1.70 1.70 1.70 1.70 1.70 1.70 1.70 $2.13 2.13 2.13 2.13 2.13 2.13 2.13 $3.00 per each 1,000 gallons over 3,000 gallons SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 29 TABLE B -3 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS ") WITH COMBINED SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" [inimu rvice Charge lGlume Charge CalLona' A. NO CONTRIBUTION BY COUNTY $ 9.27 92.70 185.40 278.10 556.20 927.00 1,854.00 B. $2 MILLION $ 8.26 82.60 165.20 247.80 495.60 826.00 1,652.00 C. $3 MILLION $ 7.75 77.50 155.00 232.50 465.00 775.00 1,550.00 $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 CONTRIBUTION BY $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 CONTRIBUTION BY $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 (1) Includes $459,670 debt service for 1992 Revenue Bonds. COUNTY (2) COUNTY(2) $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21 2.21 2.21 2.21 (2) Based on County's cash contribution being invested in a rate stabilization fund at 7.0 percent annual interest and earnings only applied to debt service. 9402 - 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 31 ea TABLE B -5 MONTHLY RESIDENTIAL WATER BILL REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS(') 5/8" X 3/4" METER USING 5.000 GALLONS ombined System! ist0ng ystem :With ;OBWA Separate; City $24.56 $26.64 County $30.73 $33.32 OBWA $15.00 $24.25(2) too Money: rom Count $23.42 $23.42 $23.42 )4I1 101 rom County $22.41 $22.41 $22.41 (1) Includes $459,670 debt service for 1992 Revenue Bonds. Million :! rom County (2) Per rate schedule required by FHA Letter of Conditions to OBWA, dated March 29, 1993. $21.90 $21.90 $21.90 (3) Based on County's cash contribution being invested in a rate stabilisation fund at 7.0 percent annual interest and earnings only applied to debt service. 9402 - 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 33 • • ■ • • N • ■ ■ ■ ■ r TABLE C -1 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS PLUS DEBT SERVICE FOR NEW $8.0 MILLION REVENUE BOND ISSUE(1) WITH EXISTING SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" All Sizes $ 19.56 195.60 391.20 586.80 1,173.60 1,956.00 3,912.00 $ 24.45 244.50 489.00 773.50 1,467.00 2,445.00 4,890.00 A. CITY $ 3.10 7.75 15.50 24.80 49.60 77.50 155.00 B. COUNTY $ 3.88 9.70 19.40 31.04 62.08 97.00 194.00 C. OKEECHOBEE BEACH WATER ASSOCIATION -0- $9.00(2) $1.70 1.70 1.70 1.70 1.70 1.70 1.70 $2.13 2.13 2.13 2.13 2.13 2.13 2.13 $3.00 per each 1,000 gallons over 3,000 gallons (1) Includes $459,670 debt service for 1992 Revenue Bonds plus $680,000 debt service for new $8.0 million bond issue. (2) Includes $1.00 Franchise Fee. 9402- 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 35 TABLE C -3 SUMMARY OF MONTHLY RESIDENTIAL WATER RATES REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS PLUS DEBT SERVICE FOR NEW $8.0 MILLION REVENUE BOND ISSUE") WITH COMBINED SYSTEM 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" 5/8" X 3/4" 1" 1 -1/2" 2" 3" 4" 6" Minimum Service Charge A. NO CONTRIBUTION BY COUNTY $ 13.91 $ 3.10 139.10 7.75 278.20 15.50 417.30 24.80 834.60 49.60 1,391.00 77.50 2,782.00 155.00 B. $2 MILLION CONTRIBUTION BY $ 12.90 $ 3.10 129.00 7.75 258.00 15.50 387.00 24.80 774.00 49.60 1,290.00 77.50 2,580.00 155.00 C. $3 MILLION CONTRIBUTION BY $ 12.39 $ 3.10 123.90 7.75 247.80 15.50 371.70 24.80 743.40 49.60 1,239.00 77.50 2,478.00 155.00 COUNTY( ) COUNTY( ) Volume Charge er 1 000 Gallons $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21 2.21 2.21 2.21 $2.21 2.21 2.21 2.21 2.21 2.21 2.21 (1) Includes $459,670 debt service for 1992 Revenue Bonds plus $680,000 debt service for new $8.0 million bond issue. (2) Based on County's cash contribution being invested in a rate stabilization fund at 7.0 percent annual interest and earnings only applied to debt service. 9402 - 001 -02 April 1994 SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 37 Existing Area System City $31.16 County $38.98 OBWA $15.00 (1) (2) (3) 9402 - 001 -02 April 1994 TABLE C -5 MONTHLY RESIDENTIAL WATER BILL REQUIRED TO GENERATE ESTIMATED 1995 REVENUE REQUIREMENTS PLUS DEBT SERVICE FOR NEW $8.0 MILLION REVENUE BOND ISSUE 5/8" X 3/4" METER USING 5.000 GALLONS With OBWA Separate $33.24 $41.57 $24.25(2) No "Money From i'County $28.06 $28.06 $28.06 2'..Million tom, $27.05 $27.05 $27.05 Million rom :County (3) $26.54 $26.54 $26.54 Includes $459,670 debt service for 1992 Revenue Bonds plus $680,000 debt service for new $8.0 million bond issue. Per rate schedule required by FmMA Letter of Conditions to OBWA, dated March 29, 1993. Based on County's cash contribution being invested in a rate stabilization fund at 7.0 percent annual interest and earnings only applied to debt service. SMITH AND GILLESPIE ENGINEERS, INC. JACKSONVILLE, FLORIDA Page 39 MONTHLY BILL TO RAISE EXISTING (1993) REVENUES CUSTOMER EXISTING OBWA & AREA SYSTEM SEPARATE COMBINED $3M FROM CO. Residential City $ 20.10 $ 22.18 $ 18.77 5/8 "x3/4" County $ 25.16 $ 27.74 $ 18.77 5,000 gal. OBWA $ 15.00 $ 24.25 $ 18.77 Commercial City $ 1,069.60 $ 1,194.40 $ 989.80 3" County $ 1,338.58 $ 1,493.68 $ 989.80 300,000 gal. OBWA $ 917.00 $ 1,231.25 $ 989.80 MONTHLY BILL WITH RATES INCREASED FOR 1992A DEBT SERVICE CUSTOMER EXISTING OBWA & AREA SYSTEM SEPARATE COMBINED $3M from CO. Residential City $ 24.56 $ 26.64 $ 21.90 5/8 "x3/4" County $ 30.73 $ 33.32 $ 21.90 5,000 gal OBWA $ 15.00 $ 24.25 $ 21.90 Commercial City $ 1,337.20 $ 1,462.00 $1,177.60 3" County $ 1,673.08 $ 1,828.48 $1,177.60 300,000 gal OBWA $ 917.00 $ 1,231.25 $1,177.60