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HomeMy WebLinkAbout1979 09 20 Workshop - THE LEEDY CORPORATION CNA BUILDING, SUITE 1150 255 SOUTH ORANGE AVENUE ORL.ANDO, FL.ORIDA 32801 MUNICIPAL FINANCIERS TELEPHONE 305/423-3464 I Actual Net Re~enue - January through April, 1979 $105,296.13 Average Water Equivalent Residential Connections (ERCs) Dec. '78 - Mar.' 79 - 2,447 Average Sewer Equivalent Residential Connections (ERCs) Dec. '78 - Mar. '79 - 2,259 12 months 12-31-78 Total Expenses 40.4563% Water 12 months 12-31-78 Total Expenses 59.5437% Sewer Therefore: Water Revenue - January through April, 1979 Water Expense - January through April, 1979 Water Net Revenue - January through April, 1979 $ 88,695.03 -46,951. 94 $ 41,743.09 $41,743.09 ~ 2,447 ERCs = $17.0588 x 3 = $51.17 annual net revenue per water ERC. e Same: e Sewer Revenue - January through April, 1979 Sewer Expense - January through April, 1979 Sewer Net Revenue - January through April, 1979 $132,657.04 -69,104.00 $ 63,553.04 $63,553.04 7 2,259 ERCs = $28.1332 x 3 = $84.39 annual net revenue per sewer ERC. Assume: Water ERCs at 1/111980 are 2,662 x $51.17 = Sewer ERCs at 1/1/1980 are 2,480 x $84.39 = Net Revenue 1979 $136,214.54 209,287.20 $345,501.74 --L- ",,-' .~.-~..-" ~'""-'--' e e e First Bond Issue - $3,190,000 II Net Revenue Annualized - $345,501.74 : 1.3 (coverage factor) = $265,770.56 ~ .083297 = $3,190,000 Funds Required Reserve Account Legal & Financing Working Capital Engineer & Contingency $265,770 113,750 57,112 28,358 $465,000 Deliver to North Orlando Water and Sewer Corporation - $2,725,000 e III Future ERCs Water Capacity Assume Water ERCs 1/1/80 Future Water ERCs 4,857 2,662 2,195 Sewer Capacity Assume Sewer ERCs 1/1/80 Future Sewer ERCs 4,857 2,480 2,377 First Bond Issue ($3,190,000) nets $2,725,000 to North Orlando Water & Sewer Corporation Assume asking price of $4,856,472 e Balance due: $2,131,472 (37.33% water/62.67% sewer) Water $ 795,678 , 2,195 = $362.50 each water ERC must pay " Sewer 1,335,794 . 2,377 = $561. 97 each sewer ERC must pay , $2,131,472 Water net of $51.17 . 1.3 = $39.36 .083297 can pay $472.52 P/ERC 7' ,- Sewer net of $84.39 :; 1.3 = $64.91 ~ .083297 can pay $779.25 P/ERC e e e e IV Total Bond Issue $5,660,000 Funds Required North Orlando Water & Sewc'r Corporation Reserve Account Legal & Financing Working Capital SSES ~'1 -~ Sale of Assets Engineer & Contingency $4,856,472 471,461 200,210 108,794 50,000 ( 80,000) 53,063 $5,660,000 Financing 4,857 water ERC's @ net of $51.17 = 4,857 sewer ERC's @ net of $84.39 = $248,532.69 409,882.23 $658,414.92 $658,414.92 7 1.3 = $506,473 ~ .083297 = $6,080,327 75 + . /; ~~H_ I, J -J _ . _ j // '1 ~ ~ ~.J -~""7'-r~~- .~,.,..., ~ 3 ;A~~~ /. e v Connection Fees Currently, hook-up charges to the Water and Sewer system are as follows: Water Sewer $190.00 (net) $315.00 (net) The Water system will need to be expanded when connections reach 3,800, its present capacity. This expansion would be financed by connection fees received from new customers hooking up to the system. Assuming, at 1/1/1980, there will be 2,662 water connections and 2,480 sewer connections, the system will have added 1,138 water and sewer customers by the time expansion is needed. By then, the System will have taken in the following amount of funds: e 1,138 Water x $190.00 = 1,138 Sewer x $315.00 = Total $216,220 358,470 $574,690 Should the expansion cost more than $574,690, the City could presumedly borrow the additional funds from local banks and repay the loan from future connection fees. .e e . NORTH ORLfu~DO WATER AND SEWER CORPORATION OPERATING RESULTS JULY 1977 THROUGH JUNE 1979 Operating Expenses- Water Sewer Total Excluding Net Month Revenue Revenue Revenue Depreciation Revenue 1977 July $ 14,799.31 $ 19,627.61 $ 34,426.92 $ 20,132.11 $ 14,294.81 1977 Aug. 12,158.09 19,853.51 32,01l.60 29,278.62 2,732.98 1977 Sept. 12,233.63 20,549.93 32,783.56 18,966.17 13,817.39 1977 Oct. 13,517.51 20,988.78 34,506.29 34,398.61 107.68 1977 Nov. 13,230.10 21,484.15 34,714.25 19,873.30 14,840.95 1977 Dec. 12,277.90 21,654.88 33,932.78 27 ,430.12 6,502.66 1978 Jan. 12,586.17 22,241. 80 34,827.97 25,174.11 9,653.86 1978 Feb. 12,175.43 22,364.08 34,539.51 25,509.36 9,030.15 1978 Mar. 12,128.12 22,487.27 34,615.39 20,212.85 14,402.54 1978 Apr. 19,351.47 23,276.82 42,628.29 29,467.64 13 , 160 . 65 1978 May 19,273.90 23,419.78 42,693.68 26,760.71 15,932.97 1978 June 18,951. 05 23,810.86 42,761. 91 28,723.13 14,038.78 12 month Totals $172,682.68 $261,759.47 $434,442.15 $305,926.73 $128,515.42 1978 July $ 15,923.62 $ 24,100.34 $ 40,023.96 $ 33,247 . 77 $ 6,776.19 1978 Aug. 15,996.74 26,142.01 42,138.75 23,554.89 18,583.86 1978 Sept. 22,234.94 29,773.86 52,008.80 28,923.08 23,085.72 1978 Oct. 21,930.62 31,086.34 53,016.96 36,355.57 16,661.39 1978 Nov. 21,616.33 31,508.57 53,124.90 23,813.97 29,310.93 1978 Dec. 22,255.82 32,811.11 55,066.93 26,909.68 28,157.25 1979 Jan. 20,850.63 31,241. 34 52,091.97 25,194.34 26,897.63 1979 Feb. 19,617.37 32,037.82 51,655.19 27,959.02 23,696.17 1979 Mar. 21,100.81 33,292.22 54,393.03 32,797.05 21,595.98 1979 Apr. 27,126.22 36,085.66 63,211.88 30,105.53 33,106.35 1979 May 32,750.05 38,565.64 71,315.69 30,798.88 40,516.81 1979 June 27,443.70 35,280.82 62,724.52 32,159.85 30,564.67 12 month Totals $268,846.85 $381,925.73 $650,772.58 $351,819.63 $298,952.95 e Equivalent Residential Connections Water Sewer 1,654 1,551 1,690 1,587 1,748 1,645 1,779 1,676 1,831 1,728 1,855 1,704 1,894 1,762 1,930 1,791 1,939 1,797 1,975 1,819 2,022 1,857 2,206 2,040 2,255 2,278 2,297 2,333 2,370 2,410 2,436 2,457 2,486 2,520 2,529 2,537 2,081 2,102 2, 118 2,151 2,190 2,223 2,245 2,271 2,298 2,330 2,338 2,355 I~ ..- . NORTH ORLANDO WATER AND SEWER CORPORATION GALLONS OF WATER PUMPED ('OOOs omitted) 1978 1977 1976 Ga lIons % of Ga Hons % of Gallons % of Month Pumped Entire Year Pumped Entire Year Pumped Entire Year Jan. 11 ,843 5.6 13,566 6.3 10,629 7.1 Feb. 9,326 4.4 12,823 5.9 11,952 8.0 Mar. 18,559 8.8 18,699 8.6 12,457 8.3 Apr. 26,888 12.7 26,099 12.0 16,742 11.2 May 25,282 12.0 30,565 14.1 18,453 12.3 June 18,656 8.8 21,935 10.1 11,129 7.4 July 19,170 9.1 20,881 9.6 11 ,382 7.6 Aug. 16,730 8.0 18,049 8.3 12,137 8.1 Sept. 16,563 7.9 21,211 9.8 11,821 7.9 Oct. 15,707 7.4 13,538 6.2 10,574 7.1 Nov. 16,386 7.8 10,792 5.0 11,599 7.8 Dec. 15,895 7.5 8,794 4.1 10,695 7.2 Totals 211,005 100 % 216,952 100 % 149,570 100 % e e . ._."""",-_~~",~'....._,","-~-",~~-:-:':,~~~"c,-:::..::':-:,::::::::,~-~,",--,~