5. Proposed Water Rate Increase.CITY OF Sol,
CHANHASSEN.
690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317
(612) 937 -1900 • FAX (612) 937 -5739
MEMORANDUM
TO: Don Ashworth, City Manager
FROM: Pam Snell, Finance Director OV
1
DATE: January 22, 1997
SUBJ: 1997 Municipal Sewer & Water Rates
Attached is the additional information that was requested in reference to the water and sewer utility fund.
1994 1995 1996est 1997est*
Net Income 201,279 113,357 (1,400) (99,300)
1997 estimate does not include revenues for projected water rate increase. With the proposed water rate increase,
net income is projected to be $8,700.
Manager's Comments: This item was tabled from the last agenda to allow Pam to provide
revenue and expense for the Utility Fund over the past four years. The trend obviously shows
that we are in trouble if a rate increase is not considered. Approval of the increase as previously
recommended (approximately 4.8 %) is recommended.
:!?
CITY OF CHANHASSEN, MINNESOTA
STATEMENT 20
ENTERPRISE FUNDS
COMBINING STATEMENT OF REVENUES, EXPENSES, AND
CHANGES IN RETAINED EARNINGS
YEAR ENDED DECEMBER 31,1994
Sewer
Sewer
Surface
& Water
& Water
Water
Totals
Utility
Expansion
Management
1994
1993
OPERATING REVENUES:
Charges for services
$ 1,845,607
$ 153,710
$ 1,999,317 $
1,782,047
Connection charges
$ 539,948
539,948
587,015
Licenses and permits
12,404
616
13,020
5,580
Penalties and other
5.626
71.396
77.022
63.929
Total operating revenues
1,863,637
611,344
154,326
2,629,307
2,438,571
OPERATING EXPENSES:
Administrative:
Personal services
97,220
53,807
151,027
108,768
Materials and supplies
1,208
12,078
13,286
8,378
Contractual services
36,721
75,067
51,845
163,633
527,322
Capital outlay
39,365
148,604
1,753
189,722
37,776
Miscellaneous disbursements
Total administrative
4.056
804
1.063
120,546
5.923
523,591
5348
687,992
224,475
178,570
Service:
Personal services !
315,464
315,464
262,798
Materials and supplies
72,909
72,909
70,158
Contractual services:
MWCC
907,649
907,649
849,585
Other
152,744
152,744
87,091
Repairs and maintenance
37,551
37,551
51,710
4,091
Miscellaneous disbursements
Depreciation:
Purchased assets
13,522
13,522
16,730
Contributed assets
Total service
526.547
526.547
2.026.386
476.491
1.818.654
2.026.386
Total operating expenses
2.204.956
224.475
120.546
2.549.977
2.506.646
OPERATING (LOSS) INCOME
(341,319)
386,869
33,780
79,330
(68,075)
NONOPERATING REVENUE (EXPENSE):
Interest on investments
71,171
88,717
18,458
178,346
361,269
Valuation writedown of investments
(517)
(44,837)
(45,354)
(165,758)
(47,
Interest expense
Intergovernmental grants
397
5.000
10.452
15.849
9.081
Total nonoperating revenue
71,051
48,880
28,910
148,841
156,620
OPERATING TRANSFERS:
349,454
Operating transfers in'
Operating transfers out
(55.000)
(282.600)
(337.600)
(214,000)
NET (LOSS) INCOME
(325,268)
153,149
62,690
(109,429)
233,999
ADDBACK OF DEPRECIATION
ON CONTRIBUTED`ASSETS
526.547
526.547
476.491
INCREASE IN RETAINED
EARNINGS
201,279
153,149
62,690
417,118
700,490
RETAINED EARNINGS AT
BEGINNING OF YEAR
1.391.077
347.993
259.502
1.998.572
1.298.082
RETAINED EARNINGS AT END OF YEAR S 1592356
0
•1
z
L� STATEMENT 20
CITY OF CHANHASSEN, MINNESOTA
ENTERPRISE FUNDS
COMBINING STATEMENT OF REVENUES, EXPENSES, AND
CHANGES IN RETAINED EARNINGS
YEAR ENDED DECEMBER 31,1995
Sewer Sewer Surface
& Water & Water Water Totals
Utility Expansion Management 1995 1994
OPERATING REVENUES:
Charges for services
Connection charges
Licenses and permits
Penalties and other
Total operating revenues
OPERATING EXPENSES:
Administrative:
Personal services
Materials and supplies
Contractual services
Capital outlay
Miscellaneous disbursements
Total administrative
Service:
Personal services
Materials and supplies
Contractual services:
MWCC
Other
Repairs and maintenance
Depreciation:
Purchased assets
Contributed assets
Total service
Total operating expenses
OPERATING (LOSS) INCOME
NONOPERATING REVENUE (EXPENSE):
Interest on investments
Valuation writedown of investments
Interest expense
Intergovernmental
Total nonoperating revenue
OPERATING TRANSFERS -
Operating transfers out
NET (LOSS) INCOME
$ 2,025,390 $ 196,481 $ 2,221,871 $ 1,999,317
$ 607,561 607,561 539,948
6,891 100 6,991 13,020
8,187 138,022 146,209 77,022
2,040.468 745,583 196,581 2,982,632 2,629,307
t
67,022 67,162 29,131 163,315 178,346 1
(5,300)
(49,786)
(55,086)
(45,354)
76,101
22,500 22,500
46,104
122,205
151,027
17,376
554
148,841
18,608
19,162
13,286
(119,616)
26,795
119,650
99,534
245,979
163,633
(109,429)
84,865
4,069
106,713
195,647
189,722
BEGINNING OF YEAR
1,248
848
2,096
5,923
188,315
124,967
271,807
585,089
523,591
88
331,718
331,718
315,464
89,214
89,214
72,909
1,062,302
1,062,302
907,649
183,566
183,566
152,744
72,486
72,486
37,551
6,232
6,232
13,522
580,961
580,961
526,547
2,326,479
2,326,479
2,026,386
2,514,794
124,967
271,807
2,911,568
2,549,977
(474,326)
620,616
(75,226)
71,064
79,330
67,022 67,162 29,131 163,315 178,346 1
(5,300)
(49,786)
(55,086)
(45,354)
ON CONTRIBUTED ASSETS
22,500 22,500
15,849
580,961
61,722
17,376
51,631 130,729
148,841
(55,000)
(64,616)
(119,616)
(337,600)
113,357
(467,604)
573,376
(23,595) 82,177
(109,429)
RETAINED EARNINGS AT
ADDBACK OF DEPRECIATION
ON CONTRIBUTED ASSETS
580,961
580,961
526,547
INCREASE (DECREASE) IN
RETAINED EARNINGS
113,357
573,376
(23,595) 663,138
417,118
RETAINED EARNINGS AT
BEGINNING OF YEAR
1,592,356
501,142
322,192 2,415,690
1,998,572
RETAINED EARNINGS AT END OF YEAR $
1,705,713 $
1,074,518 $
298,597 $ 3,078,828
$ 2,415,690
88
CITY OF CHANHASSEN
1996 BUDGET
ENTERPRISE FUNDS
1996
1996
1996
1996
S & W
SANITARY
SURFACE
TOTAL
UTILITY
S &W EXP
WTR MGMT
FUNDS
ACCOUNT DESCRIPTION BUDGET
BUDGET
BUDGET
BUDGET
REVENUE
PERMITS
INTERGOVERNMENTAL REVENUE
CHARGE FOR CURRENT SERVICES
OTHER REVENUE
** TOTAL REVENUE
1. 1 m
1,880,100
71,000
1,959,100
M$
0 0
303,000 2,183,100
12,000 433,000
315,000 2,624,100
EXPENDITURES
PERSONAL SERVICES
MATERIALS & SUPPLIES
CONTRACTUAL SERVICES
CAPITAL OUTLAY
DEBT SERVICE
MISCELLANEOUS
** TOTAL EXPENDITURES
REVENUE OVER /(UNDER) EXPENDITURES
FUND BALANCE FORWARD
BOND PROCEEDS
TRANSFER IN /(OUT)
LESS REQUIRED RESERVE
452,900
93,800
1,357,300
1,500
0
1,905,500
350,000
350,000
1,000
618,895
100,000
139,490
859,385
53,600
(509,385)
1,705,713
1,074,518
269,200
720,000
(55,000)
(35,000)
1,704,313
1,250,133
69,700
522,600
38,000
132,800
269,200
2,245,395
70,000
171,500
139,490
0
446,900
3,211,785
(131,900) (587,685)
298,597 3,078,828
720,000
(90,000)
166,697 3,121,143
TOTAL RESOURCES OVER /(UNDER) LIABILITIES 0 0 0 0
CITY OF CHANHASSEN
1997 BUDGET
ENTERPRISE FUNDS
1997
1997
1997
1997
S & W
SANITARY
SURFACE
TOTAL
UTILITY
S &W EXP
WTR MGMT
FUNDS
ACCOUNT DESCRIPTION BUDGET
BUDGET
BUDGET
BUDGET
REVENUE
PERMITS
INTERGOVERNMENTAL REVENUE
CHARGE FOR CURRENT SERVICES
OTHER REVENUE
** TOTAL REVENUE
EXPENDITURES
PERSONAL SERVICES
MATERIALS & SUPPLIES
CONTRACTUAL SERVICES
CAPITAL OUTLAY
DEBT SERVICE
MISCELLANEOUS
** TOTAL EXPENDITURES
REVENUE OVER /(UNDER) EXPENDITURES
FUND BALANCE FORWARD
BOND PROCEEDS
TRANSFER IN /(OUT)
LESS REQUIRED RESERVE
8,000
8,000
100,000
100,000
1,967,100
303,000
2,270,100
81,000
350,000
12,000
443,000
2,056,100
350,000
415,000
2,821,100
490,300
75,700
566,000
98,000
1,000
22,500
121,500
1,501,800
206,100
270,300
1,978,200
5,300
480,000
70,000
555,300
176,650
176,650
0
0
2,095,400
863,750
438,500
3,397,650
(39,300) (513,750)
1,704,313 1,250,133
0
(60,000) (35,000)
1,605,013 701,383
(23,500) (576,550)
166,697 3,121,143
0
(95,000)
143,197 2,449,593
TOTAL RESOURCES OVER/(UNDER) LIABILITIES 0 0 0 0
690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317
(612) 937 - 1900 • FAX (612) 937 -5739
r
�! 4 Action by City FdnlinWator
MEMORANDUM undo se ✓ W A
.odifle
TO: Don Ashworth, City Manager Rejecte3_
Dxt
FROM: Pam Snell, Finance Director Date Submitted to Commission
DATE: January 9, 1997
SUBJ: 1997 Municipal Sewer & Water Rates
Date Su! rr - , d to Couneil
This item was tabled on the December 16, 1996 agenda in order that a public hearing could be held. A Notice of
Public Hearing was published on January 9th in the Chanhassen Villager. The last adjustment to Chanhassen
municipal water rates occurred in January of 1993. No increase to municipal sewer rates is proposed. The proposed
modification would increase the average quarterly utility bill for a Chanhassen resident from $74.40 to $78.00 per
quarter.
As a part of the 1995 audit process, Deloitte & Touche, LLP, in their Management Recommendations, noted that the
Metropolitan Council Environmental Service (Met Council) increases rates for sewer and water services annually
and that the City should pass those increased costs along to the consumer. The City has not changed its billing rates
since January 1993. Below are actual costs (per million gallons) passed on to the City of Chanhassen from Met
Council along with cost of living increases for the respective years that would apply to the actual operation and
treatment of the water lift stations.
1993 1994
1995
1996(est.)
Total
Cost per Million Gallons $1,201.10 $1,252.76
$1,296.44
$1,318.08
Percent Increase 4.3%
3.5%
1.7%
9.5%
CPI 3.2%
2.4%
3.0%
8.6%
Although the proposed increase appears high if you solely look at water rates, the proposed increase of 4.8% to an
average quarterly utility bill appears reasonable and staff would recommend approval.