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HomeMy WebLinkAbout2023 08 14 Awards/Presentation 102 - Solid Waste Rate Study MSW ConsultantsAWARDS AND PRESENTATIONS ITEM 102 CITY COMMISSION AGENDA | AUGUST 14, 2023 REGULAR MEETING TITLE Solid Waste Rate Study - MSW Consultants SUMMARY In 2006, the City entered into a franchise agreement with Waste Pro of Florida, Inc. This agreement was established by Ordinance 2006-01. The residential collection and disposal rates for residential services were established with Resolution 2006-06 (attached). In 2006 this rate was set at $18.10 for monthly residential service which includes 2 garbage collections, 1 yard waste collection and 1 recycling collection weekly and disposal at the County's landfill. This rate has not changed since March 2006. The Waste Pro contract allows for a CPI increase up to 2.5% per year and recently the County increased its rates for the landfill. Staff had learned the County is considering a charge for recyclables. As the City's costs have been increasing over the last 18 years, it has not passed these increases on to residents. This has required the use of reserves to cover the costs. The City engaged MSW Consultants to perform an analysis on the rates charged for collection and disposal of household waste. MSW will present the results of their analysis and the reports are attached. FUNDING SOURCE RECOMMENDATION Staff requests the City Commission receive the presentation and consider the Solid Waste Rate Options presented by MSW Consultants. 18 Winter Springs MSW Consultants 1 800.679.9220 x 11 | mswconsultants.com Solid Waste Rate Study: Findings for Commission Meeting Conducted for August 14, 2023 About MSW Consultants 800.679.9220 x 11 | mswconsultants.com •Independent Consultants Specializing in the Municipal Waste Management Sector •Wide Knowledge of National Waste Management Best Practices •Industry-Leading Solid Waste Operational Evaluation & Performance Modeling •Specialization in Solid Waste Utility Cost-of-Service & Rate Analysis •Project Manager with Broad Exposure to Municipal Programs 1 2 19 Winter Springs MSW Consultants 2 Initial data request and kick-off meeting Review of ordinances, contracts, and interlocal agreements Compile internal admin and management costs Forecast growth of customer base and select inflation assumptions Compare full cost rate to current rates to baseline revenue sufficiency Collaborate with City staff to design rate paths and recommendations Submittal of draft report and exhibits for City feedback and finalization of report Methodology Summary 800.679.9220 x 11 | mswconsultants.com Seminole County Communities 800.679.9220 x 11 | mswconsultants.comSource: Survey provided by City of Lake Mary to City of Winter Springs Municipality Households Service Provider Contract Expiration Seminole County 68,994 Advanced Disposal & Waste Pro 12/31/27 Sanford 14,939 Waste Pro 05/31/26 Winter Springs 12,466 Waste Pro 02/28/27 Oviedo 12,462 Waste Pro 09/30/23 Winter Park 9,300 Waste Pro 10/01/23 Casselberry 7,976 Waste Pro 12/31/27 Altamonte Springs 6,792 City N/A Lake Mary 5,543 Waste Pro 02/28/22 Longwood 5,251 Waste Pro 09/30/25 Maitland 3,869 Waste Pro 09/30/23 3 4 20 Winter Springs MSW Consultants 3 Benchmarking Comparisons 800.679.9220 x 11 | mswconsultants.com Municipality Solid Waste Rate per HH Collection Cost per HH Garbage Frequency Recycling Frequency Yard Waste Frequency Oviedo $25.00 $17.35 1x/wk 1x/wk 1x/wk Seminole County $25.00 $14.24 2x/wk 1x/wk Varies Casselberry $24.15 $17.10 2x/wk 1x/wk 1x/wk Longwood $24.05 $21.46 2x/wk 1x/wk 1x/wk Maitland $23.75 $14.22 2x/wk 1x/wk 1x/wk Altamonte Springs $22.75 N/A 2x/wk 1x/wk 1x/wk Lake Mary $20.90 $16.45 1x/wk 1x/wk 1x/wk Sanford $20.76 $16.91 2x/wk 1x/wk 1x/wk Winter Park $18.71 $14.48 2x/wk 1x/wk 1x/wk Winter Springs $18.10 $16.13 2x/wk 1x/wk 1x/wk Source: Survey provided by City of Lake Mary to City of Winter Springs Waste Pro current charges and CPI adjustments for collection cost Commercial, roll-off, and residential franchise fee revenues Key Data for Financial Model 800.679.9220 x 11 | mswconsultants.com Current charge to residents Starting reserve balance Household counts and annual household growth rates General fund transfer allocations for customer service, franchise fee, and storm reserve obligations Seminole County current charges and CPI adjustments for disposal and processing costs Tonnage for garbage, recycling, and yard waste Environmental revenue share from Seminole County 5 6 21 Winter Springs MSW Consultants 4 Projected Price Increase of Collection Contract Re-Bid 800.679.9220 x 11 | mswconsultants.com Year CPI - All Items Waste Pro 2007 3.5% 2.5% 2008 3.7% 2.5% 2009 -0.2% -0.2% 2010 1.2% 1.2% 2011 3.5% 2.5% 2012 2.2% 2.2% 2013 1.0% 1.0% 2014 1.7% 1.7% 2015 0.2% 0.2% 2016 1.6% 1.6% 2017 2.0% 2.0% 2018 2.5% 2.5% 2019 1.8% 1.8% 2020 1.2% 1.2% 2021 6.2% 2.5% 2022 7.7% 2.5% 2023 5.0% 2.5% 2024 5.0% 2.5% 2025 5.0% 2.5% 2026 5.0% 2.5% 2027 5.0% 2.5% Overall Change Since 2006 88.5% 48.6% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 Cumulative Change to Collection Pricing Since 2006 All Items Contractual Escalation Key Assumptions 800.679.9220 x 11 | mswconsultants.com •Starting operating reserve balance for FY 2023 - $325,211 •Operating reserve balance target for FY 2023 - $790,287 •Projected operating reserve deficit for FY 2024 -($161,375) •Seminole County reported rate path based on 2022 Stantec study •Current disposal or processing cost per ton •Trash - $37.58 •Recycling - $0.00 •Yard Waste - $37.58 •General fund transfer allocations per customer per month •Customer Service - $0.65 •Franchise Fee - $0.35 •Storm Reserve - $0.00 Year 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Seminole County CPI Adjustment Rate N/A 5.25% 5.25% 5.25% 5.25% 4.75% 4.75% 4.75% 4.75% 4.75% 7 8 22 Winter Springs MSW Consultants 5 Status Quo Projections 800.679.9220 x 11 | mswconsultants.com ($161,375) ($16,847,692) $790,287 $1,516,601 ($20,000,000) ($17,500,000) ($15,000,000) ($12,500,000) ($10,000,000) ($7,500,000) ($5,000,000) ($2,500,000) $0 $2,500,000 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Projected Reserve Fund Deficit with No Rate Increases Projected Reserve Fund Balance Projected Reserve Fund Requirement Rate Path Options 800.679.9220 x 11 | mswconsultants.com •Option 1 (One-Year Shock) •Option 2 (Two-Year Ramp Up) •Option 3 (Three-Year Ramp Up) 9 10 23 Winter Springs MSW Consultants 6 Rate Path Options 800.679.9220 x 11 | mswconsultants.com Rate Path Options 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Option 1 Rate Increase N/A 56.0% 3.0% 3.0% 3.0% 3.0% 2.0% 2.0% 2.0% 2.0% Monthly Rate per HH $18.10 $28.24 $29.08 $29.96 $30.85 $31.78 $32.42 $33.06 $33.73 $34.40 Option 2 Rate Increase N/A 25.0% 25.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% Monthly Rate per HH $18.10 $22.63 $28.28 $29.41 $30.59 $31.81 $33.09 $34.41 $35.78 $37.22 Option 3 Rate Increase N/A 18.0% 18.0% 18.0% 5.0% 4.0% 4.0% 4.0% 4.0% 4.0% Monthly Rate per HH $18.10 $21.36 $25.20 $29.74 $31.23 $32.47 $33.77 $35.12 $36.53 $37.99 Option 1 Rate Path Considerations 800.679.9220 x 11 | mswconsultants.com Option 1 (One-Year Shock): •Pro: Assures rapid recovery of reserve fund balance requirement by EOY 2024. •Pro: Only requires smaller 3% and 2% annual increases afterwards. •Con: Greatly over accrues reserve fund balance as a result of current and projected deficit. 11 12 24 Winter Springs MSW Consultants 7 Option 2 Rate Path Considerations 800.679.9220 x 11 | mswconsultants.com Option 2 (Two-Year Ramp Up): •Pro: Assures timely recovery of reserve fund balance requirement by EOY 2025 •Pro: Only requires 4% annual increases afterwards •Con: Will over accrue reserve fund balance as a result of current and projected deficit. •Con: Reserve fund balance will be negative in 2023 and 2024. Option 3 Rate Path Considerations 800.679.9220 x 11 | mswconsultants.com Option 3 (Three-Year Ramp Up): •Pro: Spreads out initial rate increases over three years. •Pro: Operating reserves track closely to policy (no over- accrual). •Neutral: Moderate 5% and 4% rate increases starting in year four. •Con: Reserve fund balance will be negative 2023 through 2025. •Con: Reserve fund balance recovery not achieved until EOY 2026. 13 14 25 Winter Springs MSW Consultants 8 Considerations During Re-Bid 800.679.9220 x 11 | mswconsultants.com The City has options to manage the cost of solid waste services that were not evaluated in this study. Reduce residential refuse collection frequency from 2x to 1x per week Establish carted (automated) residential yard waste collection Establish carted (single-stream) recycling collection (subject to development of Orange County Regional MRF) Retain professional procurement advisor to integrate best practices and market assessment Contacts John Culbertson, Principal 407.380.8951 | jculbertson@mswconsultants.com Frank Canepa, Associate Project Manager 407.801.1369 | fcanepa@mswconsultants.com 800.679.9220 x 11 | mswconsultants.com 15 16 26 Solid Waste Rate Study DRAFT REPORT Prepared by August 4, 2023 27 This report was delivered electronically. If it is necessary to print a hard copy, please use recycled-content/FSC-certified paper and recycle when no longer needed. 28 Winter Springs i TABLE OF CONTENTS 1. INTRODUCTION ................................................................................................... 1 2. METHODOLOGY ................................................................................................... 1 3. CONTRACTUAL ESCALATION ........................................................................... 2 4. BENCHMARKING ................................................................................................. 4 5. FINANCIAL MODEL ............................................................................................. 5 5.1 Current System ............................................................................................................................. 5 5.2 Operating Reserve Policy and Status Quo Projections .......................................................... 6 6. RATE RECOMMENDATION ................................................................................ 7 6.1 Rate Path Options ........................................................................................................................ 7 6.2 Rate Recommendation ................................................................................................................ 8 List of Figures Figure 3-1 Comparison of Contractual Escalation vs. CPI-All Items (Life of Contract) ....................... 4 Figure 5-1 Projected Reserve Fund Deficit with No Rate Increases ......................................................... 7 Figure 6-1 Projected Operating Results .......................................................................................................... 8 Figure 6-2 Projected Reserve Fund Surplus With Recommended Rate Increases ................................. 9 List of Tables Table 3-1 Comparison of Contractual Escalation vs. CPI – All Items ...................................................... 3 Table 4-1 Benchmarking Summary (Monthly Rates and Charges) ............................................................. 5 Table 5-1 Full Cost Monthly Rates per Household ...................................................................................... 6 Table 6-1 Rate Path Options ............................................................................................................................ 7 List of Exhibits Exhibit A – Benchmarking Data 29 ii Winter Springs This page is intentionally left blank. 30 Winter Springs 1 CITY OF WINTER SPRINGS RATE STUDY 1. INTRODUCTION The City of Winter Springs (City) provides curbside collection service to its residential customers. The City contracts with Waste Pro for these services, including garbage, yard trash, recycling, and bulky waste collections. The City incurs administrative expense to manage the contract, establish service level policies, provide public outreach and education, and plan future changes to the solid waste program. The City relies on Seminole County to accept its wastes and recyclables for disposal or processing and pays the County’s established disposal tip fees and recyclables processing charges on top of the cost of its collection contract. Currently, the City charges a rate of $18.10 per household per month for these services, and pays Waste Pro $16.13 per household per month for the performance of the curbside collection services. For disposal and processing, the City pays Seminole County $37.58 per ton of refuse or yard waste and $0.00 per ton recyclables. At this time, the City is expecting to incur significant increases in the cost of collection when their current contract expires and it is necessary to procure a new contractor at current market rates, which have risen appreciably due to recent macroeconomic forces. Further, Seminole County has published a 10-year projection of its disposal and processing rates, which are expected to escalate at a much higher rate going forward. These impending increases to system expenses will require the City to raise its solid waste rates if the City wishes to maintain break-even financial performance within its solid waste management program. MSW Consultants (MSW) was retained by the City to conduct a solid waste rate study including a test year revenue sufficiency projection and a five-year revenue sufficiency forecast that captures the impacts of higher contract collection costs as well as more rapidly escalating disposal and recycling fees. The financial model prepared for the City compares current rates to projected full cost rates. Based on these calculations, MSW Consultants collaborated with City Finance and Public Works staff to develop and recommend rate paths to assure the financial stability of the program. 2. METHODOLOGY Development of the financial model followed conventional steps to utility rate analysis. An abbreviated list of the study approach is shown in the bullets below.  Attend an in-person kick-off meeting,  Submit an initial data request,  Review the Solid Waste ordinance,  Review the Waste Pro contract as well as all amendments,  Review the interlocal agreement with Seminole County for material disposal and processing,  Compile internal administrative and management costs,  Forecast the growth of the customer base and select assumptions about inflation for the life of the financial model,  Compare full cost rates to current rates to baseline revenue recovery,  Collaborate with City staff to design a rate recommendation including up to three rate paths,  Attend virtual meetings as needed to complete the work,  Submit a concise draft report with supporting financial and rate exhibits, and  Submit the final report addressing City feedback on the draft. 31 CITY OF WINTER SPRINGS RATE STUDY 2 Winter Springs 3. CONTRACTUAL ESCALATION The City is currently contracted with Waste Pro for the provision of solid waste, recycling, and yard waste collection services for the City’s residential households. This contract is slated to expire in 2027. In what has been a significant contractual benefit to the City, Waste Pro agreed to cap annual rate escalation to 2.5 percent for the life of the contract. While this escalation cap did not materially impair either party in the early years of the contract, the recent period of high inflation has prevented Waste Pro from aligning its rates with underlying cost increases. It is likely that a new contract, where bidders set their pricing based on current market conditions, will result in significantly higher prices for Winter Springs. To gain some perspective on the potential impact of resetting collection contract rates to market, MSW compared the contractually capped rate escalation in the Waste Pro contract with the actual consumer price index (CPI) changes over the life of the contract. The comparison was made using the All Items in U.S. City Average, All Urban Consumers, Not-Seasonally Adjusted (CUUR0000SA0) CPI dataset. Table 3-1 compares the contractually allowed increases to the actual CPI based on the above-mentioned index. This table also projects the CPI inflation rate for 2023 through 2027, the end year of the current contract. Figure 3-1 shows this same comparison visually using 2006 as the base year. 32 CITY OF WINTER SPRINGS RATE STUDY Winter Springs 3 Table 3-1 Comparison of Contractual Escalation vs. CPI – All Items Year CPI - All Items Waste Pro Contractual Escalation 2007 3.5% 2.5% 2008 3.7% 2.5% 2009 -0.2% -0.2% 2010 1.2% 1.2% 2011 3.5% 2.5% 2012 2.2% 2.2% 2013 1.0% 1.0% 2014 1.7% 1.7% 2015 0.2% 0.2% 2016 1.6% 1.6% 2017 2.0% 2.0% 2018 2.5% 2.5% 2019 1.8% 1.8% 2020 1.2% 1.2% 2021 6.2% 2.5% 2022 7.7% 2.5% 2023 5.0% 2.5% 2024 5.0% 2.5% 2025 5.0% 2.5% 2026 5.0% 2.5% 2027 5.0% 2.5% Overall Change Since 2006 88.5% 48.6% 33 CITY OF WINTER SPRINGS RATE STUDY 4 Winter Springs Figure 3-1 Comparison of Contractual Escalation vs. CPI-All Items (Life of Contract) As shown, had Waste Pro been able to increase their rates in line with inflation, the City’s rates would be substantially higher than they are at the present time. When compared to All Items CPI, the contractual rate escalation lags almost 40 percent. In the professional opinion of MSW Consultants, the contract rebid in 2027 is likely to result in substantially higher rates than the City currently enjoys as the market seeks to incorporate economic price increases into their services. As shown above, it has been assumed that contract collection will jump at minimum of 40 percent when the new collection contract is procured in 2027. Note that this is only an estimate; actual collection pricing could increase more or less than the estimate used in this rate study based on market conditions at the time of procurement. In the professional opinion of MSW Consultants, the increase is likely to be higher than 40 percent, as we are aware of other communities in Florida that have experienced price increases above 60 percent upon rebidding a long term, expiring collection contract. 4. BENCHMARKING It is informative to compare the service levels and costs of solid waste collection and disposal in Winter Springs with other Central Florida municipalities and counties. The City provided benchmarking data collected by the City of Lake Mary, which is summarized here and includes various data points such as:  Households counts,  Monthly charge to residents,  Service provider for curbside collection,  Monthly cost per household paid to service provider,  Collection technology,  Collection frequency, and  Contract expiration dates. Exhibit A contains a detailed tabular comparison, while Table 4-1 below summarizes shows the most relevant comparisons from the perspective of setting solid waste rates for residential services. (Note that MSW Consultants has not verified the validity of all the data points provided, but believes the data are reasonable based on our knowledge of the industry and the regional market.) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 All Items Contractual Escalation 34 CITY OF WINTER SPRINGS RATE STUDY Winter Springs 5 Table 4-1 Benchmarking Summary (Monthly Rates and Charges) Municipality Households Service Provider Solid Waste Rate per HH Collection Cost per HH Garbage Frequency Recycling Frequency Yard Waste Frequency Contract Expiration Oviedo 12,462 Waste Pro $25.00 $17.35 1x/wk 1x/wk 1x/wk 09/30/23 Seminole County 68,994 Advanced Disposal & Waste Pro $25.00 $14.24 2x/wk 1x/wk Varies 12/31/27 Casselberry 7,976 Waste Pro $24.15 $17.10 2x/wk 1x/wk 1x/wk 12/31/27 Longwood 5,251 Waste Pro $24.05 $21.46 2x/wk 1x/wk 1x/wk 09/30/25 Maitland 3,869 Waste Pro $23.75 $14.22 2x/wk 1x/wk 1x/wk 09/30/23 Altamonte Springs 6,792 City $22.75 N/A 2x/wk 1x/wk 1x/wk Ongoing Lake Mary 5,543 Waste Pro $20.90 $16.45 1x/wk 1x/wk 1x/wk 02/28/22 Sanford 14,939 Waste Pro $20.76 $16.91 2x/wk 1x/wk 1x/wk 05/31/26 Winter Park 9,300 Waste Pro $18.71 $14.48 2x/wk 1x/wk 1x/wk 10/01/23 Winter Springs 12,466 Waste Pro $18.10 $16.13 2x/wk 1x/wk 1x/wk 02/28/27 As shown in this table, Winter Springs’ current solid waste rates are the lowest in the region. Further, the spread between collection costs and the full solid waste rate is extremely low for Winter Springs. In the opinion of MSW Consultants, Winter Springs has provided a high level of service to its residents at an extremely low cost. However, this study illustrates that it will not be possible to sustain such low rates. 5. FINANCIAL MODEL 5.1 CURRENT SYSTEM MSW Consultants developed a financial model using data provided by the City to build a normalized estimate of annual system revenues and full cost. The projections incorporated the City’s policies for maintaining a cash operating reserve in addition to covering full system expense. The model combines the following information:  The starting reserve balance for FY23,  Household counts and annual household growth rates,  Waste Pro CPI adjustment projections for contracted collection services,  Seminole County CPI adjustment projections (as stated in Seminole County’s 2022 Solid Waste Revenue Sufficiency Analysis conducted by Stantec) affecting disposal charges,  General fund transfer allocations for customer service, franchise fee, and storm reserve obligations, 35 CITY OF WINTER SPRINGS RATE STUDY 6 Winter Springs  Tonnage (waste generation) for garbage, recycling, and yard waste streams,  Environmental revenue share from Seminole County, and  Commercial, roll-off, and residential franchise fee revenues. Based on these inputs, the current monthly rate of $18.10 was found to be insufficient to meet the City’s revenue needs. Table 5-1 shows the actual monthly cost per household for 2023 and the projected monthly cost per household for 2024 through 2032. Note the expected significant increase in 2027, which is based on the expectation that contract collection pricing will increase significantly based on market conditions at the time of the procurement. Table 5-1 Full Cost Monthly Rates per Household Year 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Waste Pro CPI Adjustment Rate N/A 2.50% 2.50% 2.50% 39.90% 5.00% 5.00% 5.00% 5.00% 5.00% Seminole County CPI Adjustment Rate N/A 5.25% 5.25% 5.25% 5.25% 4.75% 4.75% 4.75% 4.75% 4.75% Monthly Full Cost Rate per HH $21.13 $21.80 $22.48 $23.20 $30.45 $31.96 $33.54 $35.20 $36.94 $38.77 Annual Percentage Increase N/A 3.1% 3.2% 3.2% 31.3% 4.9% 4.9% 4.9% 4.9% 4.9% 5.2 OPERATING RESERVE POLICY AND STATUS QUO PROJECTIONS Figure 5-1 below shows the projected balance of the solid waste reserve fund versus the projected reserve fund requirement, set as 25 percent of annual operating expenses. As seen, the City is already below its reserve fund requirement and without any changes to household rates, the City will experience an increasingly large deficit in its solid waste program. 36 CITY OF WINTER SPRINGS RATE STUDY Winter Springs 7 Figure 5-1 Projected Reserve Fund Deficit with No Rate Increases 6. RATE RECOMMENDATION 6.1 RATE PATH OPTIONS Based on the analysis described in this report it will be critical for the City to plan on either (a) increasing its customer charges if it maintain current service levels, or (b) reducing collection frequency when it reprocures services. For the purpose of developing rate options, the City and MSW Consultants agreed to assume that service levels in the new contract will not be reduced. Under these assumptions, and in consultation with City staff, MSW Consultants identified three rate path options for consideration by the City. The options are defined below and summarized in Table 6-1.  Option 1 – One-Year Shock with Subsequent Annual Escalator,  Option 2 – Two-Year Ramp Up with Subsequent Annual Escalator, and  Option 3 – Three-Year Ramp Up with Subsequent Annual Escalator. Table 6-1 Rate Path Options Rate Path Options 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Option 1 Rate Increase N/A 56.0% 3.0% 3.0% 3.0% 3.0% 2.0% 2.0% 2.0% 2.0% Monthly Rate per HH $18.10 $28.24 $29.08 $29.96 $30.85 $31.78 $32.42 $33.06 $33.73 $34.40 Option 2 Rate Increase N/A 25.0% 25.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% Monthly Rate per HH $18.10 $22.63 $28.28 $29.41 $30.59 $31.81 $33.09 $34.41 $35.78 $37.22 Option 3 Rate Increase N/A 18.0% 18.0% 18.0% 5.0% 4.0% 4.0% 4.0% 4.0% 4.0% Monthly Rate per HH $18.10 $21.36 $25.20 $29.74 $31.23 $32.47 $33.77 $35.12 $36.53 $37.99 ($161,375) ($16,847,692) $790,287 $1,516,601 ($20,000,000) ($17,500,000) ($15,000,000) ($12,500,000) ($10,000,000) ($7,500,000) ($5,000,000) ($2,500,000) $0 $2,500,000 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Projected Reserve Fund Balance Projected Reserve Fund Requirement 37 CITY OF WINTER SPRINGS RATE STUDY 8 Winter Springs 6.2 RATE RECOMMENDATION MSW Consultants recommends that the City implement Option 2. This option spreads out the shock of significantly higher rates over two years, while enabling the City to reset its solid waste operation and financial management on a sustainable path. Figure 6-1 and Figure 6-2 illustrate the benefits of implementing Option 2. Figure 6-1 confirms that these rates will generate sufficient system revenue to accommodate projected and known underlying increases in collection contract, disposal, and recycling expense. Figure 6-2 verifies that these recommended rates allow the City to maintain an operating reserve to weather unforeseen disruptions in residential collection, disposal, and processing services. Figure 6-1 Projected Operating Results $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Waste Pro Collection Charges Seminole County Disposal/Processing Charges Combined Revenues 38 CITY OF WINTER SPRINGS RATE STUDY Winter Springs 9 Figure 6-2 Projected Reserve Fund Surplus With Recommended Rate Increases It is particularly important to note that the recommended rate path positions the City closer to the midpoint of customer charges in the Seminole County market in 2024. Thereafter, the City rates will be positioned for the expected contractual collection cost increases from the re-bid process. While this recommended rate path will likely be perceived as a shock by some customers, in practice it reflects a correction of the City’s below-market rate structure that has evolved in the past several years and is not sustainable. Additionally, these rate increases serve to reinforce the City’s reserve fund in a more rapid fashion, with insufficient reserves only until 2024. ($161,375) $1,608,464 $790,287 $1,516,601 ($400,000) ($200,000) $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Projected Reserve Fund Balance Projected Reserve Fund Requirement 39 CITY OF WINTER SPRINGS RATE STUDY 10 Winter Springs This page is intentionally left blank. 40 Winter Springs EXHIBIT A Benchmarking Data 41 Winter Springs This page is intentionally left blank. 42 Exhibit A - Benchmarking Data Municipality Households Solid Waste Rate per HH Service Provider Collection Cost per HH Tipping Fees Collection Technology Garbage Frequency Recycling Frequency Yard Waste Frequency Exclusive Franchise Type Contract Expiration Exclusive or Open Market (Commercial) Oviedo 12,462 $25.00 Waste Pro $17.35 Included Automated 1x/wk 1x/wk 1x/wk Residential 09/30/23 Open Seminole County 68,994 $25.00 Advanced Disposal & Waste Pro $14.24 N/A Manual 2x/wk 1x/wk Varies Residential 12/31/27 Open Casselberry 7,976 $24.15 Waste Pro $17.10 Seminole County Manual 2x/wk 1x/wk 1x/wk Residential 12/31/27 Exclusive (Separate from Residential) Longwood 5,251 $24.05 Waste Pro $21.46 Included Semi-Automated 2x/wk 1x/wk 1x/wk Residential 09/30/25 Waste Pro Maitland 3,869 $23.75 Waste Pro $14.22 Seminole County Mix 2x/wk 1x/wk 1x/wk Residential & Commercial 09/30/23 Exclusive Altamonte Springs 6,792 $22.75 City N/A Unknown Semi-Automated 2x/wk 1x/wk 1x/wk Residential Ongoing Open Lake Mary 5,543 $20.90 Waste Pro $16.45 Included Semi-Automated 1x/wk 1x/wk 1x/wk Residential & Commercial 02/28/22 Waste Pro Sanford 14,939 $20.76 Waste Pro $16.91 Included Manual 2x/wk 1x/wk 1x/wk Residential & Commercial 05/31/26 Waste Pro Winter Park 9,300 $18.71 Waste Pro $14.48 Seminole County Automated 2x/wk 1x/wk 1x/wk Residential & Commercial 10/01/23 Waste Pro Winter Springs 12,466 $18.10 Waste Pro $16.13 Seminole County Mix 2x/wk 1x/wk 1x/wk Residential & Commercial 02/28/27 Exclusive Winter Springs Page 1 of 1 43 Winter Springs This page is intentionally left blank. 44 45 11875 High Tech Ave., Ste. 150 | Orlando, FL 32817 mswconsultants.com | 800.679.9220 46 47 48 49 50 51 52 53