Loading...
HomeMy WebLinkAboutStaff Report 5.A 02/27/2006CITY OF PETALUMA, CALIFORNIA 5'" _ AGENDA BILL February 27, 2006 Agenda Title: Discussion and Possible Direction Regarding the Meeting Date: February 27, 2006 Sonoma County Water Agency's Draft FY 06-07 Operations and Maintenance Budget Meeting Time: Z 3:00 PM ❑ 7:00 PM Cateeory (check one): ❑ Consent Calendar ❑ Public Hearing ® New Business ❑ Unfinished Business ❑ Presentation Department: Director: Contact Person: Water Resources & Michael Ban, P.E. Michael Ban, P.E. Conservation Cost of Proposal: Approximately $4.9 million for purchase of water from SCWA in FY 06-07 Amount Budgeted: Sufficient funds will be budgeted in the FY 06-07 for this expenditure. Attachments to Agenda Packet Item: Agenda Report Attachment A—Preliminary SCWA FY 06-07 Budget Phone Number: 778-4487 Account Number: 8300-53070 Name of Fund: Water Enterprise Fund Summary Statement: Section 1.8 of the l lin Amended Agreement For Water Supply requires the Sonoma County Water Agency to submit to the Water Contractors the next fiscal year's preliminary budget report for the water transmission system by February 1 of each year. The Agency presented the report and preliminary budget for FY 06-07 to the Water Contractors on February 6, 2006. On March 6, 2006, the WAC will vote on a proposal recommending that the Sonoma County Water Agency's Board of Directors approve the Preliminary Budget as well as the proposed water rates for FY 06/07. The Board will consider the Preliminary Budget and the proposed water rates for FY 06/07 at a board meeting in April. Recommended Citv Council Action/Suggested Motion: City Management recommends the City Council consider and discuss the Agency's Preliminary Budget, identify any areas for comment or clarification, and direct the City Council's WAC representative to approve the Agency's Preliminary Budget. Reviewed by Admin. Svcs. Dir: lodav's Date: February 13, 2007 Reviewed b�City Attornev: Date: Revision # and Date Revised: # 1 AvproOv Citv Manager 1\ / Z-17 Date: File Code: S:\water resources & conservationVater\6110 Source of Supply\IO Master Agreement\sewa budget fy 06-07\city council februnry 27\agenda bill.doc CITY OF PETALUNVIA, CALIFORNIA February 27, 2006 AGENDA REPORT FOR DISCUSSION AND POSSIBLE DIRECTION REGARDING THE SONOMA COUNTY WATER AGENCY'S DRAFT FY 06-07 OPERATIONS AND MAINTENANCE BUDGET EXECUTIVE SUMMARY: Section 1.8 of the 11"h Amended Agreement For Water Supply requires the Sonoma County Water Agency to submit to the Water Contractors the next fiscal year's preliminary budget report for the water transmission system by February 1 of each year. The Agency presented the report and preliminary budget for FY 06-07 to the Water Contractors on February 6, 2006. On March 6, 2006, the WAC will vote on a proposal recommending that the Sonoma County Water Agency's Board of Directors approve the Preliminary Budget as well as the proposed water rates for FY 06/07. The Board will consider the Preliminary Budget and the proposed water rates for FY 06/07 at a board meeting in April. City Management recommends the City Council consider and discuss the Agency's Preliminary Budget, identify any areas for comment or clarification, and direct the City Council's WAC representative to approve the Agency's Preliminary Budget. 2. BACKGROUND: The City of Petaluma contracts with the Sonoma County Water Agency (Agency) for the purchase and delivery of water. For the 12 month period ending January 2006, the City purchased approximately 10,065 acre-feet of water from the Agency. The purchase and delivery of Agency water is authorized by the l I 1 Amended Agreement For Water Supply (Agreement), which was executed in January 2001. Other signatories to the Agreement include Santa Rosa, Rolmert Park, Cotati, North Marin Water District, Forestville County Water District, Sonoma, and the Valley of the Moon Water District. The signatories are collectively referred to as the "Water Contractors." Section 1.8 of the Agreement requires the Agency to submit to the Water Contractors the next fiscal year's preliminary budget report for the water transmission system by February 1 of each year. The Agency submitted the report and preliminary budget (Preliminary Budget) for FY 06- 07 to the Water Contractors at the Water Advisory Committee meeting on February 6, 2006. Subsequent to the meeting the Agency issued a revised budget. A copy of the revised budget is provided under Attachment A. At the March 6th Water Advisory Committee meeting, the WAC will vote on a proposal recommending that the Sonoma County Water Agency's Board of Directors (Board) approve the Preliminary Budget as well as the proposed water rates for FY 06/07. The Board will consider the Preliminary Budget and the proposed water rates for FY 06/07 at a board meeting in April. The Preliminary Budget also includes the proposed water rates for FY 06-07. The water charge is dependent on the aqueduct used to supply the water. The City of Petaluma receives water from the Petaluma Aqueduct. Other prime contractors on the Petaluma Aqueduct include Cotati, Rolmert Park, and North Marin Water District. The City of Santa Rosa receives approximately 2% of their supply from the Petaluma Aqueduct. The Agency also delivers water to the Marin Municipal Water District through the Petaluma Aqueduct. The proposed FY 06-07 rate for the Petaluma Aqueduct is $451.29, which is 4.3% higher than the charge for FY 05-06. The factors that go into this charge are illustrated in Table 1. Table 1 Petaluma Aqueduct Charge Item Charge Description (per acre-foot) O&M Charge $358.79 Charge for operation and maintenance of the Agency's water transmission system. This charge is the same for all the Agency's primary customers. Storage $15.89 Financing for construction of the Kawana Springs Tank #2, Oakmont Facilities Pipeline, Kawana to Ralphine Pipeline, and Kastania Tank #2. The 10 Revenue Bonds MG Kawana Springs Tank will be located at the intersection of Kawana Charge Springs Road and Petaluma Hill Road in an unincorporated area south of Santa Rosa. Construction began in September 2005 and is expected to continue throughout 2006. Construction cost is estimated at $6 - $7 million. Common $36.62 Financing for construction of the Wohler-Forestville Pipeline and Facilities Collector No. 6. Revenue Bonds Charge Collector No. 6 is a new Ranney collector under construction in the Wohler area, adjacent to the Russian River. This collector is designed to produce approximately 16 — 22 mgd of water. Construction began June 2002 and is expected to be completed in 2006. The Agency issued revenue bonds in January 2003 for these projects. This charge is assessed to all prime contractors. Petaluma $40.00 This fund is designed to continue accumulating funds for carrying out Aqueduct capital projects beneficial to the Petaluma Aqueduct. The Agency's Capital Fund 1991 Financial Report estimated that the total cost for Water Supply and Transmission Projects on the Petaluma Aqueduct is $32.8M. The estimated FY 05-06 balance for this fund is $4.1 million. Total $451.29 Table 2 presents a comparison of FY 05-06 and FY 06-07 rates. Table 2 Comparison of Agency Rates for the Petaluma Aqueduct Item Rate Increase % Difference (Decrease) FY 05-06 FY 06-07 O&M Charge $350.49 $358.79 $8.30 2.4% Storage $7.72 $15.89 $8.17 105.8% Facilities Revenue Bonds Charge Common $34.47 $36.62 $2.15 6.2% Facilities Revenue Bonds Charge Petaluma $40.00 $40.00 $0.00 0.0% Aqueduct Capital Fund Total $432.68 $451.29 $18.61 4.3% The largest increases are associated with the O&M Charge and the Storage Facilities Revenue Bonds Charge. The O&M Charge includes a new charge of $15.00 per acre-foot, which is designed to gradually increase the ending O&M reserve level. The Agency's target O&M reserve level is three months of operating expenditures, which is approximately $6.4 million. For FY 05-06, the ending O&M reserve is projected at $2.4 million. A portion of the reserves were used in FY 05-06 for a tank recoating project. The additional charge of $15/acre-foot is anticipated to increase the O&M reserve by $1 million annually. This charge would sunset once the O&M reserve goal is reached. The increase in the Storage Facilities Revenue Bonds Charge is based on the Agency's plans to issue a new series of water revenue bonds near the end of the current fiscal year to provide funds for completion of the Kawana Tank No. 2, acquisition of capacity in the Oakmont Pipeline, the Kawana to Ralphine Pipeline, and Kastania Tank 42. The proposed increases have been partially offset by anticipated decreases in energy costs resulting from the Agency's participation in a pooled power energy program. As shown in Item 7394 on Page A-14, the Agency's budget for power purchases has been reduced by $900,000. 3. ALTERNATIVES: 1. Direct the Council's WAC representative to approve the Preliminary Budget as is. 2. Direct the Council's WAC representative to approve the Preliminary Budget with recommended modifications or clarifications. 3. Direct the Council's WAC representative to not approve the Preliminary Budget. 4. FINANCIAL IMPACTS: The Agency proposes to charge contractors on the Petaluma Aqueduct, which includes the City of Petaluma, the rate of $451.29 per acre-foot for the provision of water in FY 06-07. This is an increase of 4.3% over FY 05-06. The Department of Water Resources & Conservation's FY 06- 07 budget will likely include purchase of approximately 11,000 acre-feet of water from the Agency. The total cost to purchase this water would be $4,964,190. CONCLUSION: The Preliminary Budget describes the Agency's anticipated expenditures in support of operation and maintenance of the transmission system, anticipated capital projects, and the proposed rates to support the planned expenditures. 6. OUTCOMES OR PERFORMANCE MEASUREMENTS THAT WILL IDENTIFY SUCCESS OR COMPLETION: Continued operation and maintenance of the Agency's water transmission system. RECOMMENDATION: City Management recommends the City Council consider and discuss the Agency's Preliminary Budget, identify any areas for comment or clarification, and direct the City Council's WAC representative to approve the Agency's Preliminary Budget. Attachment A — Preliminary SCWA FY 06-07 Budget 6 f ONUNJA t c 0,T: N Tip MATER, r ii fl:�cr•.v:c:T< rILE:WC/60--0-11) Date: February 10, 2006 TO: Water Advisory Committee (WAC) /� FROM: Randy Poole e� j �( General Manager/Chie E gineer RE: REVISED RATES FOR WATER DELIVERIES IN FISCAL YEAR 2006/07 Under Section 1.8 of Amendment No. 11, the Sonoma County Water Agency (Agency) is required to submit to the water contractors the next fiscal year's preliminary budget report for the water transmission system by the 1st of February each year. The report and preliminary budget for FY 06/07 were mailed to the water contractors on January 27, 2006. A presentation and discussion of this package took place at the Water Advisory Committee (WAC) meeting on February 6, 2006. Based on comments received at that meeting and subsequent comments from individual contractors, the proposed budget and rates have been revised. Updated budget summaries for the Water Transmission System Agency Fund, as well as the various water system debt service and construction funds, are attached. During its meeting on March 6, 2006, the Agency will ask the WAC to recommend the approval of the preliminary budget and proposed water rates by the Agency's Board of Directors in April. The recommended water charges per acre-foot for FY 06/07 generally represent a 4.3% to 4.7% increase from those of last year as indicated in the table below. For purposes of establishing the charges for the next fiscal year, Amendment No. 11 requires the Agency to assume that the quantity of water to be delivered from each aqueduct of the Transmission System will be the same amount of water delivered during the 12 months preceding establishment of rates, or the average annual amount of water delivered during the preceding 36 months, whichever is less. The water rates calculated for FY 06/07 utilize the average annual amount of water delivered during the preceding 36 months. The 12 -month average deliveries were 63,919 acre-feet, 26 acre- feet more than the 36 -month average deliveries of 63,893 acre-feet. Page 1 of 4 7 SANTA ROSA %[NCR. PETALUMA %INCR. FORESTVILLE %INCR. SONOMA % INCR. AQUEDUCT <DECR> AQUEDUCT <DECR> AQUEDUCT <DECR> AQUEDUCT <DECR> 2006107 $431.29 4Z% $451.29 4.3% $411.29 4.7% $442.60 4.3% 2005/06 $412.68 $432.68 $392.68 $424.53 2004105 $402.51 $422.51 $382.51 $414.42 2003/04 393.89 413.89 373.89 407.95 2002103 387.49 397.90 364.67 387.43 2001/02 383.29 384.02 359.62 373.38 For purposes of establishing the charges for the next fiscal year, Amendment No. 11 requires the Agency to assume that the quantity of water to be delivered from each aqueduct of the Transmission System will be the same amount of water delivered during the 12 months preceding establishment of rates, or the average annual amount of water delivered during the preceding 36 months, whichever is less. The water rates calculated for FY 06/07 utilize the average annual amount of water delivered during the preceding 36 months. The 12 -month average deliveries were 63,919 acre-feet, 26 acre- feet more than the 36 -month average deliveries of 63,893 acre-feet. Page 1 of 4 7 Specific information on the Water Transmission System operation and maintenance charge, the individual aqueduct charges and proposed rate increases are as follows: Operation and Maintenance Charqe The operation and maintenance expenses of the Water Transmission System are the major cost component of the system. The O&M charge is the same for all the Agency's primary customers. The proposed O&M charge in FY 06107 is $358.79 per acre-foot, a 2.4 percent increase over FY 05/06. During FY 05/06, there were several significant developments relating to the Water Transmission System O&M fund. a) Maintenance Proiects During preparation of the preliminary FY 06/07 budget, Agency staff recognized a significant portion of the FY 05/06 budget for Maintenance Projects included charges for routine operations expense that would more appropriately be charged under District Services (6522). In addition, some small equipment purchases and service contracts were being included under Maintenance Projects that would better be included under Maintenance Equipment (6140). The preliminary budget includes these changes to more accurately reflect the expenditures for large capital -type maintenance projects. b) Water conservation program Each year, $1.5 million is collected as part of the O&M rate for water conservation projects performed by the water contractors and an additional amount collected for the Agency's regional water conservation and education programs. As of the end of FY 04/05, the Agency has collected $10.5 million for the water contractor projects, of which $8,872,923 has been either disbursed to the water contractors or encumbered for projects. The remaining $1,213,273 has been earmarked as a separate reserve, distinct from the reserves of the O&M fund and is available for disbursement to the water contractors over and above the annual allocation. Due to the high anticipated level of activity by the contractors, it is recommended that $1.5 million be collected in FY 06/07 for projects. Historically, the regional water conservation and education program expenditures have been within both the District Services (6522) and Water Conservation (7247) line items. To more accurately reflect the Agency's total water conservation and education efforts, all expenditures for these programs are included under the Water Conservation line item in the preliminary FY 06107 budget. c) Recvcled water program Each year, the Recycled Water Sub -committee of the WAC recommends an amount to be collected as part of the O&M rate for recycled water projects performed by the water contractors. As of the end of FY 04/05, the Agency has collected $7,125,788 for the recycled water program, of which, $4,815,351 has been either disbursed to the water contractors or encumbered for projects. The remaining $2,310,437 has been earmarked as a separate reserve distinct from the reserves of the O&M fund and is available for disbursement to the water contractors over and above the annual allocation. On December 5, 2005, the sub -committee recommended $1,903,505 in funding be approved for collection through the O&M rate and disbursed for three specific water contractor projects. As was recommended in FY 05106 due to a low level of anticipated recycled water project activity, Agency staff again recommends a portion ($1,303,505) of the $2,310,437 in recycled water reserves be used to fund these projects, while the remaining $600,000 will be collected as part of the O&M rate. Page 2 of 4 M Energy The Agency's participation in the Power & Water Resources Pooling Authority (PWRPA) beginning in January 2005 has resulted in significant cost savings for electric energy to operate the water transmission system. It is anticipated these cost savings will continue in FY 06/07. e) Prudent Reserve In June of 2003, the WAC formed a sub -committee to recommend a prudent reserve level for the O&M fund. The sub -committee deliberated and concluded that a minimum O&M reserve level equal to three months of operating expenditures is appropriate. For FY 05/06, the ending reserve in the O&M fund is currently projected to be $2.4 million, which is substantially less than three months of operating expenditures ($6.4 million). This decrease in reserves is largely due to a tank recoating project that was undertaken during the year. Agency staff recommends an additional charge per acre-foot during the next few fiscal years to gradually restore the ending reserve to the recommended level. The proposed charge for FY 06/07 is $15.00 per acre-foot, which is anticipated to increase the ending reserve by $1.0 million to a total of $3.4 million. This amount is currently included in the proposed O&M charge. f) Aqueduct Caoital Fund Charges Per acre-foot aqueduct Capital Fund charges of $20.00 for the Santa Rosa Aqueduct and $40,00 for the Petaluma Aqueduct are proposed for FY 06/07 in order to continue accumulating funds for carrying out large capital replacement projects on the respective aqueducts, pursuant to the terms of Amendment No. 11. al Debt Service Charaes The Agency issued Water Revenue Bonds 2003 Series A for $15.7 million in January 2003 to finance the construction of 3 projects — the Kawana Springs Tank #2, the Wohler-Forestville pipeline, and the Eldridge Madrone pipeline. Additionally, Collector 6 was financed through a $15.9 million State Revolving Fund loan. The table at the top of the following page shows the application of the specific debt service charge per acre-foot for each customer class. The Agency plans to issue a new series of water revenue bonds near the end of the current fiscal year to provide funds for the remaining construction and startup costs for Collector No. 6, the portion of the Kawana Tank No. 2 that can not be covered by the last series of revenue bonds, acquisition of capacity in the Oakmont Pipeline and various other projects and project -related studies within the Common and Storage Facilities Funds. The following table shows the new charges for the various debt service payments for current and future projects. These charges have been reduced from the original proposed charges for FY 06-07. The original estimate included full debt service on the new bonds during the coming year. Actual debt service is likely to be much less in the first year when project funds have not been fully expended on project costs. Therefore, debt service figures for the new bonds have been significantly reduced for FY 06-07. Page 3 of 4 9 Name of the revenue bond Project FY 06107 Debt Affected Customer charge Financed service I per A.F. Class Kawana Springs Storage Facilities Revenue Tank #2, Oakmont Pipeline, Kawana to $15.69 All Prime Contractors Bond Charge Raiphine Pipeline, except North Marin Kastania Tank #2 Common Facilities Revenue Wohler-Forestville $36.62 All Prime Contractors Bond Charge Pipeline, Collector #6, except North Marin Sonoma Aqueduct Revenue Eldridge- Madrone $31.31 Sonoma Aqueduct Bond Charge Pipeline customers North Marin Revenue Bond Wohler-Forestville $25.96 North Marin Charge Pipeline, Collector #6 The North Marin Water District's share of the debt service for common facilities is collected separately as the North Marin Water District Revenue Bonds Charge. The balance of common facilities debt service is collected from the remaining customers as the Common Facilities Revenue Bond Charge. The following pages contain charts relating to the FY 05106 projected and FY 06107 proposed revenues and expenditures of the Water Transmission O&M Fund as well as the ending fund balances of all the Water Transmission Funds. They include following: ➢ Proposed Fiscal Year 06-07 Water Charges Per Acre Foot (A-1) Fiscal Year 06-07 Revenue Summary Chart for All Customer Classes (A-2) > Pie -charts showing Water Transmission O&M Fund FY 06/07 Projected Revenues (A - 3) and Expenditures (A - 4) Bar -chart showing the ending Fund Balances for FY 04/05 (actual), 05/06 (estimated), and 06107 (projected) for various Water Transmission Funds (A - 5) Table showing the costs relating to ESA / Fisheries activities (A - 6) FY 06107 Water Rate package (A — 7 through A-39) Steven Sharpe, Sonoma County Administrator's Office HaFundinglBudgetlW aterTranmissiontW ACBummaryjMaM).doc Page 4 of 4 10 w F- U y Z O U) LD N ZQQ LY w F- 0 O LL w LY U 4 w w a U) w C7 LY Q U m w h O CO O r LL Q N N V h h Cl) O w O M UO Cif h N O5 M N co 0 C hN 06505 O r-ww [O -It 0N Q ��,s}' crMMMNNNNNNNNNN�,y, U 0 Z a w ..J "L CSI CO r � OhNtn D7 tO SL' i� 00650 � N G,7 O CO Cp CD 'V' tO 0 N N 'V 16 0 h r �mN M'ct'(S)CO0001 hh O(O I'-MNN w!'�](�NMNOM cO+J N N N N NNNM cr 0 Q U 0 O N r O N tO O 0 N O N N r N CO t75 00 0) O COO h C r W N V r M r Q O t6 M N r 0 M M r 0 6M5 m r- I, N N M V N w� 'Tej' M M M co M N N NN NN N N aQ 0 zW o p v f - Q N [O LLS M V N N M N LO 0h5 ham- m, m w O ZN NMh MOOS 6}0NN r OtONO �LC� ��MmMtlM7 OMNNN NN N NN NM Q ho LO I Lr M N r O 0 W L'- CO In It M N O 000000006) m O03 L35O6565 CSl co ivmc`v.=c5mmr.cou'S`v(*5c�ro6l O O O O d 0 0 605 m 0 m m m m 0 m m 007 N N N N N N N r r r r r r r r r r r A-1 11 Rro uI N O 0 N O N A-2 12 o� m w N oa m C 6t C N W cD f0 4 N � W L � C � n 0) m t+ c7 �T IL N Ql C I- N U n m o ° a rn co W W Cp m W N <0 f O { w CD Q 90 N N N I Z p v py - 00 N O (O c0 ci c US to a W U Z z w . ici�ry tM M N W r vx 0 o >- LL om d N N V M O O V c0 N OMi O D N o N C �" M a� i7 V N W Cl 01 m V co to � p N 0) Ir uj a 0 O N N U � a J 7 m mN 0E N @ N E 0 2i O a N W ,� «� Q1 C b CO O t� O 7 U)Il' Z 2 A-2 12 z M U- Q U z W a z O to m 03 z W F a N N EA w W M z W W W F U W O CL CD 0 0 O N LL 13 i, F rm M N N N � E r � o mo m � I L � N v dm N a > 0 C D N 0 N� 'a \ W oU L U N `m EL V1 � o N N N L_ 13 i, F rm O Z LL LL } U Z W Q Z O y N 2 w w f- m 06 N ss en ui u. z z W a X LU 0 W U W w CL w 4 U, 0 N LL a 14 o � N Ol G o O G GO 30 R ^ N v a y a 14 0 0 0 0 0 O O O O O q O O O O O O O O O O O O O O O O O O h R vi N' l r 15 ►e ro a N Q Actual costs relatino to ESA/Fisheries activities ' The Russian River Projects Fund also funds numerous other fishery activities throughout the Agency's service area. These costs are not included in this table. " Basis of Allocation Water Transmission O&M Fund: A9ocations to this fund include all staff and consultant costs associated with the water transmission -related components of the Russian River Biological Assessment (BA) for the Section 7 Consultation (i.e., water supply and diversion facilities, restoration and conservation actions, and hydroelectric projects); and all fisheries research (inflatable dam moniloring, conic and steelhead population monitoring, and genetics research), including the cost of research equipment, conducted to determine the effects of water transmission -related facilities and operations. Flood Control Zone to Fund: Allocations to this fund include all staff and consultant costs associated with the Zone 1A channel maintenance component of the BA. Flood Control Zone 2A Fund: Allocations to this fund include all staff costs for preliminary work associated with a Section 7 Consultation for Agency and other acfivities in the Petaluma River area. Flood Control Zone 3A Fund: Mlocat ons to this fund include all staff costs for preliminary work associated with a Section 7 Consultation for Agency and other activities in the Sonoma Creek area. Flood Control Zone 5A Fund: Allocations to this fund include all staff and consultant costs associated with the Zane 5A channel maintenance component of the BA. Russian River Proiects Fund: Allocations to this fund include all staff and consultant costs associated with the Russian River Projects -related components of the BA (i.e., instream flow requirements, Coyote Valley and Warm Springs Dam flood control operations, fish facility operations, some channel maintenance, and the estuary management plan). Other allocations include staff and consultant costs associated with the Agency's contract with the California Regional Water Quality Control Board, North Coast Region (RWQCB), for the Basin Plan amendment; and recovery planning activities (i.e., ongoing work associated with Bodega Marine Lab genetic studies and ocean monitoring equipment, Klamath Resource Information System (KRIS) of recovery planning area, GIS of recovery planning area, water quality modeling in the recovery planning area, and RWQCB contract amendment for recovery planning tools development and implementation (i.e., KRIS, GIS and water quality modeling). ME 16 2/10/2006 11:25 AM FY 96-97 thru FY 99-00 FY 00-01 FY 01-02 FY 02.03 FY 03-04 FY 04-05 Total* Water Transmission O&M Fund $1,706,221 $931,190 $1,098,155 $937,328 $785,075 $539,214 $5,997,183 Flood Control Zone 1A Fund 67,458 60,211 11,546 46,389 78,914 34,935 $299,453 Flood Control Zone 2A Fund 11,121 8,574 1,880 12,233 1,072 $34,880 Flood Control Zone 3A Fund 8,745 5,181 311 737 217 $15,190 Flood Control Zone 5A Fund 29,231 6,170 4,614 6,218 3,732 2,685 $52,650 Russian River Projects Fund' 555,209 32,456 72,750 327,607 628,796 58,535 $1,675,354 Total $2,358,119 $1,049,893 $1,200,820 $1,319,733 $1,509,486 $636,659 $8,074,711 ' The Russian River Projects Fund also funds numerous other fishery activities throughout the Agency's service area. These costs are not included in this table. " Basis of Allocation Water Transmission O&M Fund: A9ocations to this fund include all staff and consultant costs associated with the water transmission -related components of the Russian River Biological Assessment (BA) for the Section 7 Consultation (i.e., water supply and diversion facilities, restoration and conservation actions, and hydroelectric projects); and all fisheries research (inflatable dam moniloring, conic and steelhead population monitoring, and genetics research), including the cost of research equipment, conducted to determine the effects of water transmission -related facilities and operations. Flood Control Zone to Fund: Allocations to this fund include all staff and consultant costs associated with the Zone 1A channel maintenance component of the BA. Flood Control Zone 2A Fund: Allocations to this fund include all staff costs for preliminary work associated with a Section 7 Consultation for Agency and other acfivities in the Petaluma River area. Flood Control Zone 3A Fund: Mlocat ons to this fund include all staff costs for preliminary work associated with a Section 7 Consultation for Agency and other activities in the Sonoma Creek area. Flood Control Zone 5A Fund: Allocations to this fund include all staff and consultant costs associated with the Zane 5A channel maintenance component of the BA. Russian River Proiects Fund: Allocations to this fund include all staff and consultant costs associated with the Russian River Projects -related components of the BA (i.e., instream flow requirements, Coyote Valley and Warm Springs Dam flood control operations, fish facility operations, some channel maintenance, and the estuary management plan). Other allocations include staff and consultant costs associated with the Agency's contract with the California Regional Water Quality Control Board, North Coast Region (RWQCB), for the Basin Plan amendment; and recovery planning activities (i.e., ongoing work associated with Bodega Marine Lab genetic studies and ocean monitoring equipment, Klamath Resource Information System (KRIS) of recovery planning area, GIS of recovery planning area, water quality modeling in the recovery planning area, and RWQCB contract amendment for recovery planning tools development and implementation (i.e., KRIS, GIS and water quality modeling). ME 16 2/10/2006 11:25 AM SONOMA COUNTY WATER AGENCY RATES FOR WATER DELIVERIES IN FY 06-07 APPLICABLE TO CUSTOMER SERVICES FROM: [ X ]ESTIMATED (j OFFICIAL Santa Rosa Petaluma Forestville Sonoma Aqueduct Aqueduct Aqueduct Aqueduct PRIME CONTRACTORS O&M Charge (4.2) ^ $358.79 $358.79 $358.79 $358.79 Revenue Bonds Charoes Aqueduct Revenue Bonds Charge (4.10) Storage Fac. Rev. Bonds Charge (4.11) Common Fac. Rev. Bonds Charge (4.12) Total Revenue Bonds Charges Aqueduct Capital Charge [(4.3(e), 4.4(e), 4.5(e), 4.6 (a)] TOTAL PRIME CONTRACTORS WHOLESALE CHARGESIMUNICIPAL USE (WATER CO'S & PUBLIC AGENCIES( O&M Charge Revenue Bonds Charges Aqueduct Capital Charge TOTAL WHOLESALE t MUNICIPAL (4.16) (120% OF HIGHEST PRIME) NORTH MARIN WATER DISTRICT 0&M Charge North Marin Revenue Bonds Charge 14.1, 4.131 Russian River Conservation Charge [4.17 (a)] Russian River Projects Charge [4.17 (b)] TOTAL NORTH MARIN WATER DISTRICT THIRD OFF-PEAK (MARIN MUNICIPALI Highest Prime Russian River Conservation Charge Russian River Projects Charge TOTAL THIRD OFF-PEAK SUPPLEMENTAL (MARIN MUNICIPAL) O&M Charge Capital Charge [4.15 (b)] Russian River Conservation Charge Russian River Projects Charge TOTAL SUPPLEMENTAL SURPLUS Non -Municipal f Municipal 14.15 (a)] (120% of O&M Charge) $0.00 $0.00 $0.00 $31.31 15.89 15.89 15.89 15.89 36.62 36.62 36.62 36.62 $52.50 $52.50 $52.50 $83.81 $20.00 $40.00 $0.00 $0.00 $431.29 $451.29 $411.29 $442.60 $358.79 $358.79 $356.79 $358.79 52.50 52.50 52.50 83.81 $130.26 $130.26 $130.26 $98.95 $541.55 $541.55 $541.55 $541.55 $358.79 Note: North Marin does 25.96 not pay an Aqueduct 48.33 Capital Charge, but 17.02 will pay its share of 450.10 actual capital costs later. $451.29 48.33 17.02 $516.64 $358.79 96.00 48.33 17.02 $520.14 5430.55 $430.55 $430.55 $430.55 The applicable section of the Amendment No. 11 has been indicated in brackets " includes Reserve Restoration Surcharge of $15.00 per acre-foot A-7 17 211012006 11:25 AM SCHEDULE OF WATER DELIVERIES BY AQUEDUCT PAST 36 MONTHS 112 MONTHS AVERAGE DELIVERING AQUEDUCT 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 Feb -03 Mar -03 Apr -03 May -03 Jun -03 Jul -03 Aug -03 Sep -03 Oct -03 Nov -03 Dec -03 Jan -04 Feb -04 Mar -04 Apr -04 May -04 Jun -04 Jul -04 Aug -04 Sep -04 Oct -04 Nov -04 Dec -04 Jan -05 Feb -05 11 Mar -05 10 Apr -05 9 May -05 8 Jun -05 7 Jul -05 6 Aug -05 5 Sep -05 4 Qct -05 3 Nov -05 2 dee-05 1 Jan -06 Total Deliveries 3 -Year Annual Average Past 12 Months Total Deliveries Less: North Marin Marin Municipal Sonoma Co. Deliveries 3 -Year Annual Average Santa Rosa Petaluma Forestville Sonoma 1,018.0 1,245.7 1,166.7 1,339.0 2,021.1 2,383.4 2,140.9 2,269.7 1,766.4 1,035.6 1,098.2 978.5 841.5 1,266.8 1,343.7 1,769.9 2,452.8 2,107.6 2,249.9 2,067.1 1,506.2 1,289.2 1,033.0 1,020.8 919.3 994.4 1,093.1 1,426.2 1,706.8 1,789.9 2,168.3 1,633.3 1,526.9 913.2 747.3 804.0 53,134.3 17,711.4 15,722.5 53,134.3 53,134.3 17,711.4 1,9330 2,213.1 2,087.6 2,430,8 3,545.9 3,834.2 3,270.2 3,798.5 3,210.0 1,982.6 2,539.3 2,373.9 2,200.7 2,891.1 3,000.7 3,532.8 4,190.0 3,523,8 3,874.3 3,661.0 2,952.3 2,547.7 2,338.0 2,562.0 2,178,5 2,535.3 2,277.1 3,406.0 3,579.8 3,936.4 4,745.7 3,781.2 3,973.9 2,928.0 2,501.1 2,775.4 109,111.8 36,370.6 38,618.4 109,111.8 27,920.9 23,235.4 57, 955.5 19,318.5 21.3 24.0 23.4 34.7 63.3 73.3 61.0 64.0 49.7 23.8 25.0 22.1 18.6 30.1 34.6 51.2 75.7 64.4 70.4 64.4 39.0 27.2 22.2 22.4 20.6 23.2 23.1 31.0 43.4 53.9 62.8 47.9 43.0 24.9 20.5 23.2 1,423.2 474.4 417.5 1,423.2 1,423.2 474.4 387.7 497.1 482.4 717.0 1,160.3 1,213.1 1,083.1 1,156.8 939,5 479.4 578.4 429.7 448.4 722.6 699.9 877.0 1,227.4 1,127.5 1,315.0 1,080.4 739.5 566.9 446.2 473.6 435,5 538.3 552.0 934,1 1,049.2 1,163.4 1,285.8 907.8 8680 514.0 397.2 515.1 28,009.2 9,336.4 9,160.4 26,009.2 28, 009.2 9,336.4 Monthly Total 3,359.9 3,979.9 3,760.1 4,521.5 6,790.6 7,504.0 6,555.2 7,289.0 5,965.7 3,521.3 4,240.8 3,804.2 3,509.3 4,910.7 5,078.8 6,230.9 7,945.9 6,823,4 7,509.6 6,872.8 5,237.0 4,431.0 3,839.4 4,078.8 3,553.8 4,091.1 3,945.4 5,797.3 6,379.2 6,943.6 8,262.6 6,370.1 6,411.8 4,380.1 3.666.1 4,117.6 191,678.5 63,892.8 63, 918.8 191,676.5 27,920.9 23,235.4 140,522.2 46, 840.7 A-8 2MO12006 11:25 AM is A-9 2/10/2006 11:25 AM 19 SCHEDULE OF WATER DELIVERIES BY CUSTOMER GROUPS PAST 36 MONTHS 112 MONTHS AVERAG North Marin Water Marin Municipal Surplus Prime Comp. Govt Total 36 Feb -03 442.0 792.5 4.1 2,512.4 49.3 1.6 3,359.9 35 Mar -03 417.7 866.0 8.8 3,032.1 71.7 1.2 3,979.9 34 Apr -03 349.1 787.4 13.4 2,911.3 47.2 0.8 3,760.1 33 May -03 432.7 705.9 18.2 3,732.6 63.9 0.9 4,521.5 32 Jun -03 841,2 586.1 16.9 6,057.5 127.6 2.5 6,790.6 31 Jul -03 1,074.1 456.5 45.2 6,828.9 171.4 2.0 7,504.0 30 Aug -03 913.4 458.1 26.0 5,907.0 162.1 2.0 6,555.2 29 Sep -03 1,017.5 507.2 16.5 6,548.8 213.7 2.8 7,289.0 28 Qct -03 940.3 474.8 22.2 5,302.3 164.6 1.8 5,965.7 27 Nov -03 276.2 739.2 2.8 2,724.2 54.0 1.1 3,521.3 26 Dec -03 549.1 846.5 0.1 3,353.3 39.7 1.1 4,240.8 25 Jan -04 465.3 859.3 2.1 2,906.9 35.0 1.0 3,804.2 24 Feb -04 337.1 870.9 2.4 2,607.7 27.3 1.0 3,509.3 23 Mar -04 829.1 798.1 3.8 4,056.9 50.9 1.0 4,910.7 22 Apr -04 848.3 660.3 9.3 4,345,4 62.6 1.2 5,078.8 21 May -04 854.2 700.2 30.8 5,399.2 99.4 1.3 6,230.9 20 Jun -04 1,393.5 421.1 41.6 7,317.6 163.0 2.6 7,945.9 19 Jul -04 1,102.1 441.9 35.5 6,169.1 155.2 1.6 6,823.4 18 Aug -04 865.8 493.0 31.4 6,796.3 187.2 1.6 7,509.6 17 Sep -04 988.9 494.7 27.5 6,182.1 166.3 2.2 6,672.8 16 Oct -04 745.7 662.4 24.3 4,442.4 106.8 1.1 5,237.0 15 Nov -04 626.8 790.6 3.6 3,533.3 102.8 0.7 4,431.0 14 pec -04 519.3 805.9 2.0 2,964.1 66.8 0.7 3,839.4 13 Jan -05 525.9 870.5 1.7 3,140.4 65.5 0.7 4,078.8 12 Feb -05 416.1 796.7 0.9 2,710.5 44.9 0.7 3,553.8 11 Mar -05 546.5 810.7 11.0 3,223.3 45.4 0.7 4,091.1 10 Apr -05 563.9 492.2 10.9 3,366.4 75.2 0.7 3,945.4 9 May -05 896.6 764.8 16.4 4,912.8 102.5 0.8 5,797.3 8 Jun -05 1,187.8 430,0 7.3 5,801.1 139.7 1.2 6,379.2 7 Jul -05 1,329.9 229.3 24.6 6,517.5 170.7 1.5 6,943.6 6 Aug -05 1,607.3 266.5 33.7 7,747.1 213.2 2.1 8,262.6 5 Sep -05 1,174.6 368.9 19.9 5,817.7 161.9 1.6 6,370.1 4 Oct -05 1,144.6 565.6 21.2 5,691.3 132.5 1.2 6,411.8 3 Nov -05 683.6 784.4 7.4 3,494.9 92.4 1.0 4,380.1 2 Dec -05 364.3 889.2 0.6 2,721.2 54.3 0.7 3,666.1 1 Jan -06 650.2 748.2 1.6 3,320.1 47.0 0.7 4,117.6 Total Deliveries 27,920.9 23,235.4 545.9 164,115.7 3,734.1 47.3 191,678.4 3 -Year Annual Average 9,307.0 7,745.1 182.0 54,705.2 1,244.7 15.8 63,892.8 Past 12 Months , 10,555.5 7,146A 155.6 55,324.0 1,279.8 12.9 63,918.8 A-9 2/10/2006 11:25 AM 19 v N Nr-vtfi P.: Eli V N 6N ncCiNOON N O O to N N FMtp t6MnNrON Orm m .-m V h nm O rn 0mO V'M O M m N V � � r rn F N6 6O V N tl1 N n � p OmN nNm m�pr V mN V tpNO(p O N M O sh (p m O NOn•-Cimr 0 u'INv0vo00M1 m 00 r+- tN Q [n+l (V6 (m0 cV'SmN FNM V n M m Oto mc7 VmnNN W m V V-NOMO N O o m(6 r nNvoOdNci .= ^ar tS os:000ssx ai OOOo is W �mmMmNO^� N tp mm m D N m p m w m .- m V w h m Mt V v w m oO V V N O N V r V U)ihNNthmr V N`O'ONOooto v Mi O rim O O V m m C m N V N V r m m m z -7 td v nM OON m 0 mOmN V mmmol fnMdm�- V dmn m oiNvci ai vi ovi r:od000t+i N v o nr _ vmvvavm,-m U7N m m m N U N O'-mr NM O 16 Nr".- m mdht6rMMO*t' Omm W O NO V m m - O mm r O nN V Ns�N Qi V On VV Nr Ov oo-m ro O O of W O W N tV*F4.n-V'.r- V "mm tp N m m m r m 4 N m m te m nN t V m m+- MOOOh m omo n V O C9 t� m 0 O m. •- V mt�)n (V N 6rh-OOr(� m an d n:m N W U rn h O M m m N m V mm n m r m m mmn N N N d v r r r m F 0 u's m V m V NNrOtmu'ir mm NOUN m r 0 V m til = O N s� m h M N t p N h' v m 0 0 0 0 r[ V m 0 t 0 v M U J tl M Nr mmnNr WN N N ip r N N V >s nNC'1 V T- MOO N m (Z b N r r m 111 mm=W Ni mr mm( =ONmrm O OO Nm N LU O m41h (+)ti V V,mO tdpNhO BOO+-O� MOVI m W U VO-V- N N m r V M If N r .- ttl td U < 1O o v m m d m m g m rn r M t6 m N d w M m n o n v m z vt (Om V 0.Nmoomooam v OO ujt8 t� iO mN mmovr V- N O m r m U) d Owwo NNm r n r W 2 N v tp !Y J mm mm mm Nm+-'C 'Q O V Ntbd-Omw N m O vm V J OMm m mNrm O Ntn O LiiOoo( N N ON O N Q C v mm m m t O N V m m M r N h m t7 } W W U Q U O N NON Ovi=Nm W M"O W OOOo z C4 MLLM7hmmN{m N V m O W U) "` CDah F m Z p n V �M prNtf1 u'1 mnmN mr bm[6 n r O mrn m LLt0 M w n'pv OONNm�o �Yro0000. oo cio H r Q r m W F 1 Q co n. in F U d U) u F 4 4 v1 Q U K q U) JQ in p _+ p o mQ>: W m4 q= W -"G nz m =CC m d�. U0U � �E14 CD O p0m U U w E m .0 } m Kn W 2 N m N C C CL m 0 U)m m O j W r 1 Q S } G ,.. U O tU e. W N> - C (h 4 to 2 U V U N U3 O lY J c19 `tm cry (7ymz>._ Y._ 0= (a m 0z-2 oa,. d > mai >> o o0 ¢ � v1 v) 0. m t=n Q `5wo W.m-a�a0 U)0 �mrn-60a(DOCD Lu 2i Q000Q Q flF p �` r >• >• m a s h = W a = mrnm0 O p=mg Fmmmpo----D Z W>. N 4OUZ U U U> F O J4 JY FOOOF O:ME{- 0c==vo (t}, dZ rNNNNm V V t-N V 4ri-N V N r N V 20 Q Z R R 21 J hN00 m m h Om0.10d h h m N mmmNC O �[1 m� hh-Nmrsr 6� V'KOtAh M mm M1�Nr0m N m KS O rMttO V'i`- N V rMT OUY O?O<MOM M m h V' V^ON rrO�m N O M mm rt)N h m m E E O N WSJ WO WV 6 MrmWO C)m iti mM V'rm V'rml� r�:Ntn Or cs to C6 C �rN NN V V'm mMNe^a-rm mom mO> m p M N c7 LC) WD WD H m O O 0 0 0 O O 0 0 0 0 0 O m m Iq m 0000000000000 W N Q LL Ew LL 2 N Ormm m WpNNO(phr V' hmrm O M 47 m W E cc, tp O 0 0 WR WW1 V' V' n hN LL} V' d• hmNtOhyV''Wi3N i�rsY u) Ui W+) 6 0 0p -m ui m ui m m m d' W .r- N r N M m m m fit] V M 7 m O m O> O m N N t0 wa v � Q y Mn u6O Nr m6m V OOSN o NON W'3 m m W p VJ d) W700N MgimONf^� m y N Y h m O h r O Cmpl r N ? N m tD N N m lr1 4+ Q v w mtT)Om��Wtl to it ^�hm Z m N U O Cn R' W W Q U F U O w j m R U > U.t Z 0V) cc M O O F' w Q> cn 0 Cat} O 0 x z U Q O 6 CD W yO 7 Q w Cf d _2 1- Zx Q ~ =<¢ r W W D O > O Z W h W J O¢RxoJzF-� ti Q W 0x Ou_ w QQ 0 J Et: z O F4., a W 0OJ 0= ~ 2 O Z < i 0 a a co 0 0 0 0 0 0 0 0 o a o p u L z> u a O F O Oy w O w O 0 O �N > Ow<m<550 WO wq > y y ui=C) Q< W i✓?� j QTG��aQv10Z0-] ="O W U> J o �LL FUZUU O o r O Oro u U> u¢ a 21 SONOMA COUNTY WATER AGENCY WHOLESALE WATER CHARGE COMPARISONS (Water Companies and Public Agencies) THROUGH FISCAL YEAR 2006-07 CHARGEPER FISCAL YEAR ACRE FOOT 1988-89 $259.04 1989-90 264.17 1990-91 277,24 1991-92 268.21 1992-93 318.08 1993-94 310.40 1994-95 318.45 1995-96 327.14 1996-97 327.00 1997-98 340.17 1998-99 331.04 1999-00 373.31 2000-01 397.93 2001-02 460.82 2002-03 477.48 2003-04 496.67 2004-05 507.01 2005-06 519.22 2006-07 $541.55 A- 12 219012006 11:25 AM 22 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: lWater Transmission System Agency Fund 4 Sectionlindex No: 1 675108 E A- 13 2/1012006 11:25 AM 23 Actual Estimated Adopted Requested Percent 11 SubobjectTitle 2004-05 2006-06 2005-06 2006-07 Difference Change 1BEGINNNG FUND BALANCE 7,733,716 4,744,412 3,649,664 i REVENUES USE OF MONEY / PROPERTY 1700 Interest on Pooled Cash 325,521 344,500 143,111 397,027 253,916 177.43% 1760 Investment Income 451 0 0 0 0 N/A SUBTOTAL 325,972 344,500 143,111 397,027 253,916 177.43% INTERGOVERNMENTAL REVENUES 2400 State - Disaster Relief 0 0 0 0 0 N/A 2680 Federal - Disaster Relief 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A CHARGES FOR SERVICES 3666 Meter Service I Install 33,026 50,000 25,000 50,000 25,000 100.00% 3980 Revenue Applicable to PY 0 0 0 0 0 N/A SUBTOTAL 33,026 50,000 25,000 50,000 25,000 100.00% MISCELLANEOUS REVENUES 4020 320 0 0 0 0 NIA 4034 Sale - Water Irrigation 0 0 0 0 0 NIA 4035 Sale - Water Resale 0 0 0 0 0 N/A 4036 Sale - Water Government 0 0 0 0 0 N/A 4039 Sale - Power 974,953 1,050,000 1,050,000 1,050,000 0 0.00% 4040 Miscellaneous Revenues 4,102 0 0 0 0 NIA 4102 Donations/ Reimb. 26,097 0 0 0 0 N/A 4109 Outdated Warrants 0 0 0 0 0 N/A 4161 Water Sales - O&M 22,121,051 23,242,752 22,838,752 23,665,656 626,904 162% 4162 Comm. Rev, Bd. Charge 1,592,339 1,589,860 1,589,860 1,708,573 118,713 7.47% 4163 Storage Rev. Bd. Charge 357,092 356,217 356,217 741,177 384,960 108.07% 4164 Sonona Aq. Rev. Charge 235,504 292,749 292,749 292,278 (471) (0.16%) 4166 SR Aq. Capital Charge 325,476 373,427 373,427 354,229 (19,198) (5.14%) 4167 Petaluma Aq. Cap. Chg. 667,772 718,864 718,864 772,739 53,875 7.49% 4168 Sonoma Aq. Cap. Charge 0 0 0 0 0 N!A 4169 NM Revenue Bd. Charge 101,032 224,829 224,829 241,616 16,787 7,47% 4210 19,200 0 0 0 0 N/A SUBTOTAL 26,424,938 27,648,698 27,444,698 28,826,268 1,381,570 5,03% TOTAL REVENUES 26,783,936 29,243,199 27,612,809 29,273,295 1,660,486 6.01% A- 13 2/1012006 11:25 AM 23 Section Title: lWater Transmission System Agency Fund Section/Index No: 1 675108 Actual Estimated Adopted Requested Percent Subobject Title 2004-05 2005.06 2005-06 2006-07 Difference Change SERVICES AND SUPPLIES 6040 Communications 16,902 20,000 30,000 25,000 (5,000) (16.67%) 6140 Maintenance - Equipment 126,005 100,000 100,000 1,070,000 970,000 970,00°16 6180 Maintenance - Buildings 6,296,272 7,500,000 8,111,400 - 2,520,000 (5,591,400) (68.93%) 6262 Laboratory Supplies 13,844 25,000 25,000 20,000 (5,000) (20.00%) 6280 Memberships 113,191 120,000 100,000 125,000 25,000 25.00% 6300 92,293 0 0 0 0 N/A 6461 Supplies t Expenses 93,500 100,000 100,000 100,000 0 0.00% 6512 Testing / Analysis 211,573 250,000 200,000 250,000 50,000 25.00% 6522 District Services 6,116,174 6,150,000 6,263,000 9,450,000 3,167,000 50.41616 6553 Contract -Security Services 24,159 30,000 30,000 30,000 0 0.00% 6570 Consultant Services 528,996 1,200,000 1,813,500 1,525,000 (288,500) (15.91%) 6610 Legal Services 58,883 115,000 200,000 200,000 0 0.00% 6654 Medical Examinations 0 0 0 0 0 N/A 6800 Public/Legal Notices 0 0 0 0 0 N/A 6820 Rents and Leases -Equip 19,014 15,000 25,000 25,000 0 0.00% 6880 Small Tools -Instruments 44,764 40,000 25,000 25,000 0 0.00% 6889 Software 9,633 10,000 10,000 10,000 0 0.00% 7052 Out of State Use Tax 0 5,000 5,000 5,000 0 0.00% 7201 Gas / Oil 845 15,000 15,000 15,000 0 0.00% 7206 Equipment Usage Charge 563,554 580,000 550,000 600,000 50,000 9.09% 7212 Chlorine Chem/Recorder 561,770 575,000 525,000 590,000 65,000 12.38% 7217 State Permits / Fees 51,998 50,000 50,000 50,000 0 0.00% 7247 Water Conservation Prog 2,074,143 2,900,000 2,000,000 2,675,000 675,000 33.75% 7277 Recycled Water Use Prog 642,341 700,000 2,000,000 600,000 (1,400,000) (70.00%) 7296 FERC Fees / Costs 1,035 5,000 5,000 5,000 0 0.00% 7302 Travel Expense 5,551 8,000 8,000 8,500 500 6.25% 7303 Private Car Expense 2,485 6,000 6,000 6,000 D 0.00% 7320 Utilities 30 5,000 5,000 5,000 0 0.00% 7394 Power 5,944,375 4,585,000 5,750,000 4,850,000 (900,000) (15,65%) SUBTOTAL 23,613,330 25,109,000 27,971,900 24,784,500 (3,187,400) (11.40%) OTHER CHARGES 7980 Depreciation 2,193,602 3,110,844 3,000,000 3,452,000 452,000 15.07610 8010 Contribution to Non -County 111,965 100,000 174,000 128,000 (46,000) (26.44%) SUBTOTAL 2,305,567 3,210,844 3,174,000 3,580,000 406,000 12.79616 FIXED ASSETS 8510 Buildings/ Improvements 0 20,000 100,000 100,000 0 0.00% 8533 SCWA-New Metered Ser 14,472 25,000 25,000 25,000 0 0.00% 8560 Equipment 303,820 25,000 50,000 50,000 0 0.00% SUBTOTAL 318,292 70,000 175,000 175,000 0 0.00% A- 14 211012006 11:25 AM 24 Section Title: lWater Transmission System Agency Fund Sectionlindex No: 675108 Actual Estimated Adopted Requested Percent Subobjectiitie 2004-05 2005-06 2005-06 2006-07 Difference Change Nate: Adopted budget column includes mid-year budgetary adjustments OTHER FINANCING USES 8625 OT - Win Special Dist 3,608,366 3,755,946 3,755,946 4,110,612 354,666 9.44% SUBTOTAL 3,608,366 3,755,946 3,755,946 4,110,612 354,666 9.44% APPROP. FOR CONTINGENCIES 9000 Approp. for Contingencies 0 300,000 300,000 300,000 0 0.00% 9650 1,200 0 0 0 0 N/A SUBTOTAL 1,200 300,000 300,000 300,000 0 0.00% TOTAL EXPENDITURES 29,846,755 32,445,790 35,376,846 32,960,112 (2,426,734) (6.86%) Add: Depreciation Expense 2,472,915 3,110,844 3,452,000 Net Change in Encumbrance (1,118,382) Recycled/Conservation Bal. (95,350) Reclass of Prior Year Asset 0 Post Audit Adjustments (1,188,659) ENDING FUND BALANCE 4,741,412 3,649,664 3,424,847 {{ i A - 15 211012006 11:25 AM 25 FY 2006-07 BUDGET Water Transmission System Agency Fund ESTIMATED WATER DELIVERIES AND WATER SALES - O&M Sub -Object 4989 REVENUE CATEGORY WATER SALES - O&M 1. PRIMES 2. OTHER AGENCY CUSTOMERS 3. MARW MUNICIPAL (OFF-PEAK) 4. MARIN MUNICIPAL (SUPPLEMENTAL 5. SURPLUS CUSTOMERS TOTAL WATER SALES -0&M ESTIMATED ACRE FEET ESTIMATED ESTIMATED DELIVERED RATES REVENUE 54,705.2 358.79 19,627,695 1,260.5 358.79 452,242 4,300.0 451.29 1,940,562 3,445.1 454.79 1,566,811 182.0 430.55 78,346 63,892.8 N/A $23,665,656 A-16 26 2/10/2006 11:25 AM Water Transmission Svstem Aaencv Fund Major Services & Supplies expenditure items Sub -Object No. and Title Actual Adopted Requested Percent FY 04-05 FY 05-06 FY 06-07 Difference Change, 6140 Maintenance -Equipment 126,005 100,000 1,070,000 970,000 970.0% Reflects an Increase due to reallocation of service contracts and equipment purchases previously budgeted . under 6180 - Maintenance Projects 6180 Maintenance -Pmiects 6,296,272 8,111,400 2,520,000 (5,591,400) -68.9% Reflects a decrease due to reallocation of routine operations expenses to 6522 - District Services and service contracts and equipment purchases to 6140 - Maintenance Equipment 6280 Memberships 113,191 100,000 125,000 25,000 25.0% Reflects an increase due to increases in membership dues that are calculated based on operating costs. 6461 Supplies 1 Expenses 93,500 100,000 100,000 0 0.0% No increase is requested. 6512 TestinotAnalvsis 211,573 200,000 250,000 50,000 25.0% Reflects an increase to more accurately match historical cost trends. 6522 District Services 6,116,174 6,283,000 9,450,000 3,167,000 50.4% Reflects an increase due to increases in salaries and healcare benefits, as well as a reallocation of costs previously budgeted under 6180 - Maintenance Projects. A detailed description of costs shown on page A-19. 6570 Consultant Services 528,996 1,813,500 1,525,000 (288,500) -15.9% Primarily to fund costs associated with acquisition of properties along the Russian River and the USGS Water Quality Investigation 6610 LeoaiServices 58,883 200,000 200,000 No increase is requested. 7206 Ecuioment Usaae Charoe 563,554 550,000 600,000 50,000 Reflects an increase to more accurately match historical cost trends. 0.0% 00 7212 Chlorine Chemical l Recorder 561,770 525,000 590,000 65,000 12.4% Reflects an increase to more accurately match historical cost trends. 7247 Water Conservation Proorams 2,074,143 2,000,000 2,675,000 675,000 33.8% Reflects an increase due to a realocation of costs previously budgeted under 6522 - District Services to better show the total resources devoted to water conservation and water education programs. 7277 Recvcled Water Use 642,341 2,000,000 600,000 (1,400,000) -70.0% Reflects the level of funding recommended by the Water Advisory Committee, less $903,505 million from reserves. 7394 Power 5,944,375 5.750,000 4,850,000 (900,000) -15.7% Reflects a decrease due to cost savings resulting from participation in the Power & Water Resources Pooling Authorii A- 17 2/102006 11:25 AM 27 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 FY 2006-07 BUDGET Water Transmission System Agency Fund DESCRIPTION AMOUNT 6180 - Maintenance I Buildinas Air Valve System Upgrade (50% in 06/07, 50% in 07/08) $600,000 Caissons 3, 4, & 5 - rainproof louvers 50,000 Cathodic survey on aqueducts 20,000 Chlorine & water supply lines at Mirabel 100,000 Collector 3 & 4 soil stabilization 220,000 Emergency mobile SCADA 125,000 Flow meters with data loggers at Mirabel ponds 30,000 High efficiency motors at Mirabel (2 motors) 120,000 Kastania Booster - replace surge valves with surge tank 60,000 Kastania check valve upgrade 30,000 Kastania MCC upgrade 50,000 Maintain SCADA (Lookout) 37,500 New radios and RTU's, communication equipment 25,000 Oil cooling for 8 motors at Wohler and Mirabel (50% in 06/07) 30,000 RDS pump and motor replacement 200,000 Rubber dam modifications 20,000 SCADA with spares & software 125,000 Sebastopol softstarter 27,500 Solid state motor control and protection relays 120,000 Sonoma Booster septic hookup 50,000 Warm Springs Dam - Turbine PM/repairs 125,000 Wohler staircase (Caissons 1 and 2) 30,000 Wohler-Mirabel 12 kV Underground 25,000 Miscellaneous and Unforseen Maintenance Projects 300,000 TOTAL $2,520,000 A-18 2110/2006 11:25 AM 28 Water Transmission Agency Fund Detailed Costs by Sub -Object FY 2006-07 BUDGET District Services (sub -Object 6522) Total $9,450,000 Consultant Services (sub -object 6570) Russian River Property Acquisition Amount Mechanics Services Section $3,037,000 Maintenance Workers Section 1,320,000 Water Operators Section 1,822,000 Elec. Technicians Section 608,000 Engineering Services 1,594,000 Environmental Services (including public information 689,000 and governmental affairs work) O&M Administration 380,000 Total $9,450,000 Consultant Services (sub -object 6570) Russian River Property Acquisition $750,000 Refine Modified Flow Study $100,000 Continued Water Quality Monitoring $100,000 USGS Water Quality investigation $300,000 Watershed Sanitary Survey $75,000 Other Miscellaneous Studies $200,000 Total $1,525,000 Water Conservation/Education (sub -object 7247) Contractor Services 1,775,000 Labor 900,000 Total $2,675,000 A- 19 2/10/200611:25 AM 29 Water Transmission System Agency Fund Water Conservation Programs (Sub -Object 7247) Balance as of ,tune 30.2005 $1,123,273 has been kept as a separate reserve within the O&M fund representing the balance amount available for disbursement. A - 20 211012006 11:25 AM 30 Balance of 10 -year 10 -Year Amount Outstanding Allocation Contractor Allocation Disbursed Encumbrance Available City of Rohnert Park $1,556,017 $1,113,194 $68,352 $374,471 City of Petaluma 2,780,083 1,258,892 42,273 1,47B,918 Valley of the Moon 663,900 526,352 65,739 71,809 North Merin Water District 2,925,311 1,412,305 282,767 1,230,239 City of Cotati 315,353 110,241 483 204,629 City of Santa Rosa 6,037,344 4,193,148 17,300 1,826,896 Forestville Water District 99,585 99,585 0 0 City of Sonoma 622,407 322,811 26,890 272,706 TOTAL $15,000,000 $9,036,528 $503,804 $5,459,668 Amount Amount Outstanding Fiscal Year Budgeted Disbursed Encumbrance Balance FY 98-99 $1,500,000 $1,242,361 $0 $257,639 FY 99-00 1,500,000 515,613 0 984,387 FY 00-01 1,500,000 2,288,001 0 (788,001) FY 01-02 1,500,000 1,219,073 0 280,927 FY 02-03 1,500,000 1,115,508 0 384,492 FY 03-04 1,500,000 1,140,368 0 359,632 FY 04-05 1,500,000 1,351,999 503,804 (355,803) TOTAL $10,500,000 $8,872,923 $503,804 $1,123,273 $1,123,273 has been kept as a separate reserve within the O&M fund representing the balance amount available for disbursement. A - 20 211012006 11:25 AM 30 Water Transmission System Agency Fund Local SuDoly / Recvcled Water 1 Tier 2 Proarams (Sub -Object 72771 Balance as of June 30, 2005 $2,310,437 has been kept as a separate reserve within the 0&M fund representing the balance available for disbursement as of June 30, 2005. A - 21 2110/2006 11:25 AM 31 10 -Year Amount Amount Outstanding Balance Contractor Allocation Allocated Disbursed Encumbrance Available City of Rohnert Park $649,629 $0 $2,525 $0 $647,104 City of Petaluma 2,197,913 2,197,913 2,197,913 0 0 Valley of the Moon 627,875 627,875 0 627,875 0 North Marin Water District 1,846,726 1,846,726 1,846,726 0 0 City of Cotatt 157,235 0 0 0 157,235 City of Santa Rosa 5,065,236 0 0 0 5,065,236 Forestville Water District 104,953 104,953 104,953 0 0 City of Sonoma 539,411 0 0 0 539,411 Marin Municipal WD 1,724,026 0 0 0 1,724,026 Town of Windsor 86,996 86,996 35,359 0 51,637 TOTAL $13,000,000 $4,864,463 $4,187,476 $627,875 $8,184,649 $2,310,437 has been kept as a separate reserve within the 0&M fund representing the balance available for disbursement as of June 30, 2005. A - 21 2110/2006 11:25 AM 31 Amount Amount Outstanding Carried Over Fiscal Year Budgeted Disbursed Encumbrance Balance FY 00-01 $1,300,000 $104,953 $0 $1,195,047 FY 01-02 1,000,000 0 0 1,000,000 FY 02-03 2,000,000 767,121 0 1,232,879 FY 03-04 2,000,000 2,673,100 0 (673,100) FY 04-05 825,788 642,302 627,875 (444,3891 TOTAL $7,125,788 $4,187,476 $627,875 $2,310,437 $2,310,437 has been kept as a separate reserve within the 0&M fund representing the balance available for disbursement as of June 30, 2005. A - 21 2110/2006 11:25 AM 31 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: IStorage Facilities I Section/index No: 675405 Actual Estimated Adopted Requested SubobjectTitle 2004-05 2005-06 2005-06 2006-07 Difference (BEGINNING FUND BALANCE 757,026 758,033 0 4,267,985 REVENUES 0 0 0 0 USE OF MONEY I PROPERTY 0 0 0 0 1700 interest on Pooled Cash 21,024 16,952 16,952 14,714 4102 Donations/Reimbursements 6,300 0 0 0 SUBTOTAL 27,324 16,952 16,952 14,714 OTHER FINANCING SOURCES 332,000 202,941 6,507,000 6,507,000 4625 OT - Win Special Dist 204,081 11,000,000 4,200,000 0 SUBTOTAL 204,081 11,000,000 4,200,000 0 TOTAL REVENUES EXPENDITURES OTHER CHARGES 7930 Interest - L.T. Debt FIXED ASSETS 8510 Buildings/Improvements 9137 Eldridge Booster Pump 9144 Reservoir inlet/outlet 9150 Kawana Spg Res, Pipeline 9153 Reservoir Siesmic Valves 9157 Cotati Res. Revegetation 9162 Kawana to Ralphine Tanks 9168 Kawana Springs Tank # 2 9170 Kastania Tank # 2 9171 Oakmont Pipeline SUBTOTAL TOTAL EXPENDITURES 231,406 11,016,952 4,216,952 14,714 (240,067) 0 0 0 284 0 0 0 0 0 0 0 0 0 0 0 18,985 0 0 0 0 0 0 0 0 0 0 0 17,619 1,000,000 1,000,000 332,000 202,941 6,507,000 6,507,000 82,000 0 0 0 200,000 0 0 0 3,600,000 239,829 7,507,000 7,507,000 4,214,000 (238) 7,507,000 7,507,000 4,214,000 Net Change in Encumbrance 9,431 Capitalized Interest (240,067) Long Term Debt Proceeds 0 ENDING FUND BALANCE 758,033 4,267,986 68,699 Percent Change i a (2,238) (13.20%) (2,238) (13.20°/x) (4,200,000) (100.00%) (4,200,000) (100.00%) (4,202,238) (99.66%) 0 N/A 0 N/A 0 N/A 0 NIA 0 NIA 0 0 NIA (668,000) (66.80°/x) (6,425,000) (98.74%) 200,000 N/A 3,600,000 NIA (6,893,000) (91.82%) (6,893,006) (91.82%) A _ 22 2/10/2006 91:25 AM 32 Section Title: Section/Index No: ISubobject Title FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY (Storage Facilities Revenue Bondsl 1 675462 Actual Estimated 2004-05 2005.06 BEGINNING FUND BALANCE $4,506,293 REVENUES 57B USE OF MONEY/PROPERTY 2,822 1700 Interest on Pooled Cash 101,946 1760 Investment Income 14,623 SUBTOTAL 116,569 ADMINISTRATIVE CONTROL 0 4200 Long Term Debt Proceeds 0 4209 Long Term Debt Clearing C SUBTOTAL C OTHER FINANCING SOURCES 204,081 4625 OT - W(n Special Dist 356,64E SUBTOTAL 356,646 TOTAL REVENUES 473,215 EXPENDITURES SERVICES AND SUPPLIES 356,217 6635 Fiscal Agent Fees 57B 6640 Debt Insurance Costs 2,822 SUBTOTAL 3,400 OTHER CHARGES 204,436 7920 Interest (1.01%) 7923 Discount/ Bonds 0 SUBTOTAL 208,796 OTHER FINANCING USES (1.01%) 8625 OT - Win Special Dist SUBTOTAL 204,081 ADMIN. CONTROL ACCOUNT 9200 Ent - Principal 9209 Ent - Principal Clearing SUBTOTAL TOTAL EXPENDITURES 416,277 Increase in Bonds Payable Amort. of Band Issuance Costs Long Term Debt Proceeds Principal Payment (ENDING FUND BALANCE 20$,477 319 204,081 D 0 0 (1,552) 3,141 $4,468,613 (96,207) $4,468,613 Adopted Requested 2005-06 2006.07 13,751 13,751 0 0 13,751 13,751 5,800,000 0 (6,800,000) 0 0 0 356,217 356,217 356,217 356,217 369,968 369,968 780 2,822 3,602 206,522 319 206,841 780 2,822 3,602 206,522 319 206,B41 11,000,000 4,200,000 11,000,000 4,200,000 99,311 (99,311} 0 11,210,443 0 3,141 6,800,000 (97,759) $333,520 $333,520 Difference Percent Change i 6,462 (7,2B9) (53.01°lo-) 0 0 N/A 6,462 (7,289) (53,01%) 0 0 N/A 0 0 N/A 0 0 N/A 741,177 384,960 108.07% 741,177 384,960 108.07% 747,639 377,671 102.08% 800 20 2.56% 2,822 0 0.00% 3,622 20 0.56% 204,436 (2,086) (1.01%) 319 0 0.00% 204,755 (2,086) (1.01%) 0 (4,200,000) (100.00°/x) 0 (4,200,000) (100.00%) 99,311 100,862 1,551 1.56% (99,311) (100,862) (1,551) 1.56% 0 0 0 N/A 4,410,443 208,377 (4,202,066) (96.28%) 3,141 (100, 862) $775,061 A-23 211012006 11:25 AM 33 9 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: lPipeline Facilities Sectionlindex No: 675413 ISubobject Title (BEGINNING FUND BALANCE REVENUES USE OF MONEY/PROPERTY 1700 Interest on Pooled Cash SUBTOTAL OTHER FINANCING SOURCES 4109 Outdate/Cancel Warrants 4625 OT - W/in Special Dist SUBTOTAL TOTAL REVENUES Actual Estimated Adopted Requested 2004-05 2005-06 2006-06 2006-07 623,950 (1,616,093) 384,716 Percent Difference Change I 9,852 15,809 15,809 107,783 91,974 581.78% 9,852 15,809 15,809 107,783 91,974 581.78% 13,000 0 0 0 0 NIA 636,203 2,200,000 2,200,000 0 (2,200,000) (100.00%) 649,203 2,200.000 2,200,000 0 (2,200,000) (100.00%) 659,055 2,215,809 2,215,809 107,783 (2,108,026) (95.14%) EXPENDITURES FIXED ASSETS 9154 Petaluma Aqueduct 0 0 0 350,000 9163 Eldridge-Madrone Pipeline 467,997 215,000 215,000 15,000 SUBTOTAL 467,997 215,000 215,000 365,000 OTHER CHARGES 7924 Interest - Prior Year (22,414) 0 0 0 (22,414) 0 0 0 OTHER FINANCING USES 8.625 OT - W/in Special Dist SUBTOTAL TOTAL EXPENDITURES 0 0 0 0 445,583 215,000 Net Change in Encumbrance (2,431,101) Capitalized Interest (22,414) ENDING FUND BALANCE (1,616,093) 384,716 A-24 34 0 0 4 0 215,000 365,000 127,499 350,000 NIA (200,000) (93.02%) 150,000 69.77% 0 N/A 0 N/A 0 NIA 0 NIA 150,000 69.77% 2/10/2006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: ISonoma Aqueduct Revenue Bonds Section/Index No: 675470 Actual Estimated Adopted Requested Percent Subobject Title 2004-05 2005-06 2005-06 2006-07 Difference Change (BEGINNING FUND BALANCE $2,922,835 $2,555,558 $407,005 I REVENUES USE OF MONEY / PROPERTY 1700 Interest on Pooled Cash 65,994 9,404 9,404 17,392 7,988 84.94% 1760 Investment Income 12,027 0 0 0 0 N/A SUBTOTAL 78,021 9,404 9,404 17,392 7,988 84.94% ADMINISTRATIVE CONTROL 4200 Long Term Debt Proceeds 0 0 0 0 0 N/A 4209 Long Term Debt Clearing 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A OTHER FINANCING SOURCES 4625 OT- Wfin Special Dist 293,174 292,749 292,749 292,278 (471) (0.16°/x) SUBTOTAL 293,174 292,749 292,749 292,278 (471) (0.16%) TOTAL REVENUES 371,195 302,153 302,153 309,670 7,517 2.49% EXPENDITURES SERVICES AND SUPPLIES 6635 Fiscal Agent Fees 476 520 520 550 30 5.77% 6640 Debt Insurance Costs 2,320 2,320 2,320 2,320 0 0.00% SUBTOTAL 2,796 2,840 2,840 2,870 30 1.06% OTHER CHARGES 7920 Interest 171,414 169,807 169,807 168,092 (1,715) (1.01%) 7923 Discount/ Bonds 262 262 262 262 0 0.00% SUBTOTAL 171,676 170,069 170,069 168,354 (1,715) (1.01010) OTHER FINANCING USES 8625 OT - Win Special Dist 486,203 2,200,000 2,200,000 0 (2,200,000) (100.00°/x) SUBTOTAL 486,203 2,200,000 2,200,000 0 (2,200,000) (100.00%) ADMIN. CONTROL ACCOUNT 9200 Ent - Principal 0 81,655 81,655 82,931 1,276 1.56% 9209 Ent -Principal Clearing 0 (81,655) (81,655) (82,931) (1,276) 1.56% SUBTOTAL 0 0 0 0 0 N/A TOTAL EXPENDITURES 660,675 2,372,909 2,372,909 171,224 (2,201,685) (92.78%) Increase in Bonds Payable (1,276) 0 Amort. of Bond Issuance Costs 2,582 2,562 2,582 Principal Payments on Bonds (79,103) (80,379) (82,931) ENDING FUND BALANCE $2,555,558 $407,005 $465,102 A-25 211012006 11:25 AM 35 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: jCorrmon Facilities i 107,758 107,758 107,758 0 Section/Index No: 675421 10,500 80,000 80,000 0 (80,000) (10x00%) Actual Estimated Adopted Requested 0 Percent Subobject Title 2004-05 2005-06 2005-06 2006-07 Difference Change BEGINNING FUND BALANCE (5,740,952) (3,137,649) 2,413,664 1 REVENUES 7930 Interest Long Term Debt (684,447) 0 0 0 0 USE OF MONEY / PROPERTY SUBTOTAL (684,447) 0 0 0 0 1700 Interest on Pooled Cash 22,250 13,644 13,644 90,400 76,756 562.56% SUBTOTAL 22,250 13,644 13,644 90,400 76,756 562.56% Miscellaneous Revenues 4102 Donations/Reimbursements 0 0 0 0 0 NIA 4109 Outdate/Cancel Warrants 4,750 0 0 0 0 NIA SUBTOTAL 4,750 0 0 0 0 NIA ADMINISTRATIVE CONTROL 4200 ENT - LTD Proceeds 0 0 0 0 0 NIA 4209 ENT - LTD Prod, Clearing 0 0 0 0 0 NIA SUBTOTAL 0 0 0 0 0 NIA OTHER FINANCING SOURCES 4625 OT- Wfin Special Dist 3,974,716 4,200,000 1,640,000 1,000,000 (640,000) (39.02%) SUBTOTAL 3,974,716 4,200,000 1,640,000 1,000,000 (640,ODO) (39.02%) TOTALREVENUES 4,001,716 4,213,644 1,653,644 1,090,400 (563,244) (34.06%) EXPENDITURES Services and Sunolies 6103 Liability Insurance 0 107,758 107,758 107,758 0 0.00% 6522 Dist Administration 10,500 80,000 80,000 0 (80,000) (10x00%) 9171 Oakmont Pipeline 247 0 0 0 0 NIA SUBTOTAL 10,747 187,758 187,758 107,758 (80,000) (42.61%) OTHER CHARGES 7930 Interest Long Term Debt (684,447) 0 0 0 0 N/A SUBTOTAL (684,447) 0 0 0 0 NIA A-26 36 2/10/2006 11:25 AM Section Title: Section/index No: (Common Facilities 1 675421 1 rSubobjec[Titie FIXED ASSETS 8510 Buildings / Improvements 8558 Collector 1 & 2 Aq Exp 8559 Early Warning System 9112 Mirabel Site Improvement 9113 Wohler Site Improvement 9114 River Well Field Develop 9115 Mirabel Inflatable Dam 9128 pH Control System 9130 Trans System Exp 9136 Production Wells Improv. 9138 River Road Site Improve. 9152 Pump & Collector Capacity 9159 Pump & Collector Capacity 9164 Emergency Power for Trans. 9167 Water Education Facility 9170 River Front Park Recl. SUBTOTAL TOTAL EXPENDITURES Actual Estimated Adopted Requested Percent 2004-05 2005-06 2005-06 2006-07 Difference Change 502 0 0 0 0 N/A 27,453 0 0 0 0 N/A 1,241 0 0 0 0 N/A 1,085 0 0 0 0 N/A (323,738) 360,000 360,000 351,000 (9,000) (2.50%) 0 600,000 600,000 60,000 (540,000) (90.00°/x) 0 0 0 0 0 NIA 0 0 0 0 0 N/A 1,683,807 1,350,000 1,350,000 2,299,750 949,750 70.35% 27,777 100,000 100,000 0 (100,000) (100.00°/x) 0 0 0 0 0 N/A 6,529,612 412,000 412,000 324,000 (88,000) (21.36%) 50 0 0 0 0 N/A 227,298 0 0 0 0 N/A 0 0 0 100,000 100,000 N/A 642,959 110,000 110,000 40,000 (70,000) (63.64°!x) 8,818,046 2,932,000 2,932,000 3,174,750 242,750 8.28% 8,144,346 3,119,768 3,119,758 3,282,508 162,750 5.22% Net Change in Encumbrance 4,786,342 Prior Year CIP Adjustment 0 Capitalized Interest (684,447) State Revolving Fund Loan 2,644,838 4,457,627 jENDING FUND BALANCE (3,137,849) 2,413,664 221,556 A-27 37 211012006 1125 AM FY 2006-07 BUDGET Common Facilities - Section 675421 Detailed Listing of Capital Projects REQUESTED SUB -OBJECT DESCRIPTION FY 06-07 9113 - Wohler Site Imorovements Collectors 1&2 Surge Protectors $351,000 9114 - River Well Field Develooment Winterize Russian River Well Field - Planning $60,000 9130 - Transmission Svstem Exoansion Mirabel-Cotati Pipeline - Environmental/ Planning Work 100,000 Diversion Alternatives 600,000 Water Project EIR 500,000 Russian River Flow EIR-EIS 1,099,750 $2,299,750 9152 - Pump and Collector Capacity Wohler-Forestville Pipeline $24,000 Collector No. 6 Pumphouse $300,000 $324,000 9167 - Water Education Facilitv Planning, Evironmental & Design $100,000 9170 - Riverfront Park Reclamation $40,000 TOTAL $3,174,750 A-28 2/10/2006 11:25 AM 38 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: !Common Facilities Revenue Bonds Sectionlindex No: 1 675454 J ISubobject Title BEG. FUND BALANCE REVENUES USE OF MONEY I PROPERTY 1700 Interest on Pooled Cash 1760 Investment Income SUBTOTAL ADMINISTRATIVE CONTROL 4200 Long Term Debt Proceeds 4209 Long Term Debt Clearing SUBTOTAL OTHER FINANCING SOURCES 4625 OT- Wfin Special Dist SUBTOTAL TOTAL REVENUES EXPENDITURES SERVICES AND SUPPLIES 6635 Fiscal Agent Fees 6640 Debt Insurance Costs SUBTOTAL OTHER CHARGES 7920 Interest 7923 Discount Bonds SUBTOTAL OTHER FINANCING USES 8625 OT - Wfin Special Dist SUBTOTAL ADMIN. CONTROL ACCOUNT 9200 Ent - Principal 9209 Ent- Principal Clearing SUBTOTAL TOTAL EXPENDITURES Revenue Bond Proceeds Increase in Bonds Payable Amoritzation of Bond Iss. Cost Principal Payments on Bonds ENDING FUND BALANCE Actual Estimated Adopted Requested Percent 2004-05 2005-06 2005-06 2006-07 Difference Change $5,481,581 $1,668,872 $1,047,847 71,822 7,366 7,366 26,226 18,860 256.04% 20,477 0 0 0 0 NIA 92,299 7,366 7,366 26,226 18,860 256.04% 0 2,500,000 0 0 0 N/A 0 (2,500,000) 0 0 0 NIA 0 0 0 0 0 NIA 499,248 498,641 498,641 634,142 135,501 27.17% 499,248 498,641 498,641 634,142 135,501 27.17% 591,547 506,007 506,007 660,368 154,361 30.51% 810 1,040 1,040 1,386 346 33.29% 3,950 3,950 3,950 5,295 1,345 34.04% 4,760 4,990 4,990 6,661 1,691 33.88% 291,868 289,130 289,130 354,916 65,786 22.75% 446 446 446 600 154 34A6% 292,314 289,576 289,576 355,515 65,939 22.77% 3,974,716 3,200,000 640,000 1,000,000 360,000 56.25% 3,974,716 3,200,000 640,000 1,000,000 360,000 56.25% 0 139,035 139,035 189,231 50,196 36.10% 0 (139,035) (139,035) (189,231) (50,996) 36.10% 0 0 0 0 0 NIA 4,271,790 3,494,566 934,566 1,362,196 427,630 45.76% 0 2,500,000 (2,172) 0 4,396 4,396 5,894 (134,690) (136,862) (189,231) $1,668,872 $1,047,847 $162,681 A-29 2/10/2006 11:25 AM 39 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: IState Loan Debt Service Fund Section/index No: 675439 31,051 2.57% 0 Actual Estimated Adopted Subobject Title 2004-05 2005-06 2005-06 BEGINNING FUND BALANCE $656,475 $1,590,839 (2.74°/x) REVENUES 0 N/A 438,833 USE OF MONEY/PROPERTY (64.09%) 1700 Interest on Pooled Cash 13,124 11,239 11,239 1760 Investment Income 0 0 0 SUBTOTAL 13,124 11,239 11,239 OTHER FINANCING SOURCES 4625 OT- Win Special Dist 1,196,409 1,196,407 1,196.407 SUBTOTAL 1,196,409 1,196,407 1,196,407 TOTAL REVENUES 1,209,533 1,207,646 1,207,646 EXPENDITURES OTHER CHARGES 7930 Interest -LT Debt 275,169 421,913 421,913 SUBTOTAL 275,169 421,913 421,913 OTHER FINANCING USES 8625 OT - Wfin Special Dist 0 800,000 800,000 SUBTOTAL 0 800,000 800,000 ADMIN. CONTROL ACCOUNT 9200 Ent -Principal 0 618,441 618,441 9209 Ent -Principal Clearing 0 (618,441) (618,441) SUBTOTAL 0 0 0 TOTAL EXPENDITURES 275,169 1,221,913 1,221,913 Principal Payment 0 (618,441) Requested Percent 2006.07 Difference Change $958,131 42,290 0 42,290 1,196,407 1,196,407 1,238,69T 31,051 276.28% 0 N/A 31,051 276.28% 0 0.00% 0 0.00% 31,051 2.57% 438,833 16,920 4.01% 438,833 16,920 4.01% 0 (800,000) (100.00%) 0 (800,000) (100.00^/x) 501,521 (16,920) (2.74%) (601,521) 16,920 (2.74°/x) 0 0 N/A 438,833 (783,080) (64.09%) (601,521) 'ENDING FUND BALANCE $1,590,839 $958,131 $1,156,474 A-30 40 2/102006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: IState Loan Reserve Fund Section/Index No: 675447 Actual Estimated Adopted Requested Percent SubobjectTitle 2004-05 2005-06 2005-06 2006-07 Difference Change JBEGINNING FUND BALANCE $0 $0 $0 REVENUES USE OF MONEY I PROPERTY 1700 Interest on Pooled Cash 1,734 0 0 0 0 NIA 1760 Investment Income 0 0 0 0 0 N/A SUBTOTAL 1,734 0 0 0 0 NIA OTHER FINANCING SOURCES 4625 OT- Win Special Dist 119,641 119,640 119,640 119,640 0 0.00% SUBTOTAL 119,641 119,640 119,640 119,640 0 0.00% TOTAL REVENUES 121,375 119,640 119,640 119,640 0 0.00% EXPENDITURES OTHER FINANCING USES 8625 OT- Wln Special Dist 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A TOTAL EXPENDITURES 0 0 0 0 0 NIA Reserve Unavail. for Budgeting (121,375) (119,640) (119,640) ENDING FUND BALANCE $0 $0 $0 A - 31 2/10/2006 11:25 AM 41 REVENUE BOND / STATE LOAN CHARGES -WATER RATES AND ESTIMATED REVENUES FOR FY O6-07 A. ANNUAL DEBT SERVICE REQUIREMENTS Sonoma 2. SRF LOAN PRINCIPAL INTEREST RESERVE TOTAL DEBT SERVICE REVENUE REQUIREMENT (115% of DEBT SERVICE) LESS REV. FROM N. MARIN REV. BOND CHARGES REMAINING REVENUE REQUIREMENT B. CALCULATIONS OF WATER RATES FOR FY 06-07 REVENUE REQUIREMENT APPLICABLE BASE WATER DELIVERIES IN A.F. CHARGES PER ACRE-FEET 601,521 Common Storage Pipeline N.A Facilities Facilities Facilities 1. 2003 A Revenue Bond 1,695,817 644,502 254,155 PRINCIPAL $141,207 $100,862 $82,931 INTEREST 286,211 204,436 168,092 FISCAL AGENT FEES 1,050 800 550 DEBT ISSUANCE COSTS 3,950 2,822 2,320 DISCOUNT/BONDS 446 319 262 1. 2006 B Revenue Bond Charqe Charge Charqe PRINCIPAL $48,024 $149,521 $0 INTEREST $68,705 180,030 0 FISCAL AGENT FEES $336 1,047 0 DEBT ISSUANCE COSTS $1,345 4,187 0 DISCOUNTIBONDS $154 478 0 2. SRF LOAN PRINCIPAL INTEREST RESERVE TOTAL DEBT SERVICE REVENUE REQUIREMENT (115% of DEBT SERVICE) LESS REV. FROM N. MARIN REV. BOND CHARGES REMAINING REVENUE REQUIREMENT B. CALCULATIONS OF WATER RATES FOR FY 06-07 REVENUE REQUIREMENT APPLICABLE BASE WATER DELIVERIES IN A.F. CHARGES PER ACRE-FEET 601,521 N.A N.A 438,833 N.A N.A 104,035 N.A N.A 1,695,817 644,502 254,155 1,950,189 $741,177 $292,278 241,616 $1,708,573 Sonoma Common Storage Pipeline Facilities Facilities Facilities Revenue Bonds Revenue Bonds Revenue Bonds Charqe Charge Charqe 1,708,573 741,177 292,278 46,658.8 46,658.8 9,336.4 $36.62 $15.89 $31.31 C. CALCULATIONS OF NORTH MARIN REVENUE BONDS CHARGE REVENUE REQUIREMENT FOR COMMON FACILITIES DEBT SERVICE $1,950,189 N. MARIN'S SHARE (REV. REQMT. FOR COMMON FAC. DEBT SERVICE X (11.2190.4)) 241,616 ESTIMATED WATER DELIVERIES TO NORTH MARIN (IN A.F.) 9,307.0 NORTH MARIN REVENUE BONDS CHARGE $25.96 Total Debt Service Revenue Requirement (115% of debt service) N. Mann's Share It 1.2190.4) Estimated Water Deliveries to N. Marin Applicable portion of the N. Marin R. Bonds Charge Revenue Bond SRF Loan (Pipeline) (Collector6) 551,428 1,144,389 634,142 1,316,047 78,566 163,050 9,307.0 9,307.0 $8.44 $17.52 Total 1,695,817 1,950,189 241,616 $25.96 A - 32 2/10/2006 11.25 AM 42 FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: (North Marin Water Deposit Section/Index No: { 675512 Subobject Title BEGINNING FUND BALANCE REVENUES USE OF MONEY/PROPERTY 1700 Interest on Pooled Cash SUBTOTAL MISCELLANEOUS REVENUES 4625 OT - W/in Special Dist SUBTOTAL TOTAL REVENUES EXPENDITURES OTHER CHARGES 8010 Contribution Non -Co Govt SUBTOTAL TOTAL EXPENDITURES ENDING FUND BALANCE Actual Estimated Adapted Requested Percent 2004-05 2005-06 2005-06 2006-07 Difference Change 9,700 10,020 10,271 320 251 251 320 251 251 0 0 0 0 0 0 320 251 251 0 0 0 0 0 0 0 0 0 10,020 10,271 418 167 66.60% 418 167 66.60% 0 0 N/A 0 0 N/A 418 167 66.60% 0 0 N/A 0 0 N/A 0 0 N/A 10,689 A-33 43 211012006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: ISanta Rosa Aqueduct Capital Fund Section/Index No: 675207 Actual Estimated Adopted Requested Percent Subobject Title 2004-05 2005-06 2005-06 2006-07 Difference Change BEGINNING FUND BALANCE 2,915,322 3,307,471 3,770,443 REVENUES USE OF MONEY / PROPERTY 1700 Interest on Pooled Cash 1760 Investment Income SUBTOTAL MISCELLANEOUS REVENUES 4035 Sale - Water Resale 4036 Sale - Water Government 4166 SR Aqueduct Capital Char SUBTOTAL OTHER FINANCING SOURCES 4625 OT- Wfn Special Dist SUBTOTAL TOTAL REVENUES EXPENDITURES OTHER FINANCING USES 8625 OT - W/in Special Dist SUBTOTAL TOTAL EXPENDITURES ENDING FUND BALANCE 66,673 g 89,545 89,545 160,451 70,906 79.18% 0 0 0 0 0 N/A 66,673 89,545 89,545 160,451 70,906 79.18% 0 0 0 0 0 N/A 0 0 0 0 0 N/A 0 0 0 0 0 N/A 0 0 0 0 0 N/A 325,476 373,427 373,427 354,229 (19,198) (5.14%) 325,476 373,427 373,427 354,229 (19,198) (5.14%) 392,149 462,972 462,972 514,680 51,708 11.17% 0 0 0 0 0 0 0 0 0 3,307,471 3,770,443 0 0 N/A 0 0 N/A 0 0 N/A 4,285,123 A-34 44 211012006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: lPetaluma Aqueduct Capital Fund Section/Index No: 675215 I Actual Estimated Adopted Requested Percent Subobject Title 2004-05 2005.06 2005-06 2006-07 Difference Change BEGINNING FUND BALANCE 2,584,068 3,310,450 4,121,677 REVENUES USE OF MONEY / PROPERTY 1700 Interest on Pooled Cash 58,610 92,363 92,363 182,254 89,891 97.32% 1760 Investment Income 0 0 0 0 0 N/A SUBTOTAL 58,610 92,363 92,363 182,254 89,891 97.32% MISCELLANEOUS REVENUES 4035 Sale - Water Resale 0 0 0 0 0 N/A 4036 Sale -Water Govt 0 0 0 0 0 N/A 4167 Petaluma Aqueduct Cap C 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A OTHER FINANCING SOURCES 4625 OT - W/in Special Dist 667,772 718,864 718,864 772,739 53,875 7.49% SUBTOTAL 667,772 718,864 718,864 772,739 53,875 7.49% TOTAL REVENUES 726,382 811,227 811,227 954,994 143,767 17.72% EXPENDITURES OTHER FINANCING USES 8625 OT - W/in Special Dist 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A TOTAL EXPENDITURES 0 0 0 0 0 NIA (ENDING FUND BALANCE 3,310,450 4,121,677 5,076,671 A-35 45 211012006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING GASH SUMMARY Section Title: IForestville Aqueduct Capital Fund I Sectionlindex No: 1 675223 1 Subobject Title JBEGINNING FUND BALANCE REVENUES USE OF MONEY/PROPERTY 1700 Interest on Pooled Cash 1760 Investment Income SUBTOTAL MISCELLANEOUS REVENUES_ 4035 Sale -Water Resale SUBTOTAL TOTAL REVENUES EXPENDITURES OTHER FINANCING USES 8625 OT - Wfin Special Dist SUBTOTAL TOTAL EXPENDITURES ENDING FUND BALANCE Actual Estimated Adopted Requested Percent 200405 2005-06 2005-06 2006-07 Difference Change 99,812 20,268 20,785 l 455 0 456 0 0 456 0 0 0 20,268 517 517 850 333 64.35% 0 0 0 0 N/A 517 517 850 333 64.35% 0 0 0 0 NIA 0 0 0 0 NIA 517 517 850 333 64.35% 0 0 0 0 N/A 0 0 0 0 N/A 0 0 0 0 N/A 20,785 A-36 46 21,635 2/1012006 11:25 AM FY 2006-07 BUDGET BEGINNING AND ENDING CASH SUMMARY Section Title: JSonoma Aqueduct Capital Fund Section/Index No: 675231 Actual Estimated Adopted Requested Percent Subobject Title 2004-05 2005-06 2005-06 2006-07 Difference Change BEGINNING FUND BALANCE 31,594 32,320 33,142, REVENUES USE OF MONEY / PROPERTY 1700 Interest on Pooled Cash 726 822 822 1,355 533 64.82% 1760 Investment Income 0 0 0 0 0 NIA SUBTOTAL 726 822 822 1,355 533 64.82% MISCELLANEOUS REVENUES 4034 Sale - Water Irrigation 0 0 0 0 0 N/A 4035 Sale -Water Resale 0 0 0 0 0 N/A 4036 Sale -Water Government 0 0 0 0 0 N/A 4168 Sonoma Aq. Cap. Charge 0 0 0 0 0 NIA SUBTOTAL 0 0 0 0 0 N/A OTHER FINANCING SOURCES 4625 OT - W/in Special Dist 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A TOTAL REVENUES 726 822 822 1,355 533 64.82% EXPENDITURES OTHER FINANCING USES 8625 OT - Whn Special Dist 0 0 0 0 0 N/A SUBTOTAL 0 0 0 0 0 N/A TOTAL EXPENDITURES 0 0 0 0 0 NIA ENDING FUND BALANCE 32,320 33,142 34,497 A - 37 2/1012006 11:25 AM 47 FY 2006-07 BUDGET SONOMA COUNTY WATER AGENCY Operations and Maintenance Rate Computation A : 1 e ESTIMATED FISCAL YEAR 06-07 EXPENDITURES $32,950,112 LESS: Depreciation 3,452,000 Investment Income, Interest on Pooled Cash, Charges for Services 447,027 Power Sales 1,050,000 Reserve Restoration Surcharge (1,000,000) Recycled Water funds (Sub -object 7277) taken from special reserve 1,303,505 Transfers Out 4,110,612 REVENUE REQUIREMENT (Net Expenditures) $23,586,968 O & M ACRE FOOT BASE AVERAGE DELIVERIES - PAST 12 MONTHS 63,892.8 LESS: Marin Municipal 7.745.1 Surplus (Irrigation) 182.0 TOTAL BASE DELIVERIES 55,965.7 O & M RATE COMPUTATION: Rate = Revenue Requirement - (Marin Muni Off Peak Deliveries x Highest Prime Rate) - (Marin Muni Surolus Deliveries x (O&M Charoe + Caoitai Charoel Total Deliveries - Surplus Deliveries - Marin Muni Past 36 Months Deliveries = 23.586.968 - (4.300.00 x 451291 - (3,445,13 x 454.79) 63,892.8 - 182.0 - 7,745.1 ` = $358.79 ' Includes the base O&M rate of $343.91 plus a $15.00 Reserve Restoration Surcharge A - 38 2/10/2006 11:25 AM 48 SONOMA COUNTY WATER AGENCY RUSSIAN RIVER CONSERVATION CHARGE COMPUTATION FISCAL YEAR 2006-07 PROPERTY ASSESSMENT VALUES AS OF FY 05-06: TAX CODE ENTITY SECURED UNSECURED TOTAL VALUE 140 Forestville Co Water District $239,440,627 $2,675,477 $242,116,104 428 City of Cotati 763,196,145 16,513,864 779,710,009 435 City of Petaluma 6,142,026,807 608,191,952 6,750,218,759 438 City of Rohnert Park 3,459,360,036 150,775,561 3,610,135,597 445 City of Santa Rosa 15,759,736,065 554,679,364 16,314,415,429 450 City of Sonoma 1,546,274,573 45,500,925 1,591,775,498 N/A Valley of the Moon Water District 2,045,326,679 11,747,057 2,057,073,736 TOTAL $29,955,360,932 $1,390,084,200 $31,345,445,132 Notes: 1 Total value of secured and unsecured property in service areas of Prime Water Contractors of Sonoma County (see above) $31,345,445,132 2 2004-05 Sonoma County tax rate per $100 of full cash value assessed for payment of Warm Springs Dam Project Obligations 0.007 3 Total tax levied on citizens residing in service areas of Prime Water Contractors of Sonoma County, i.e., (Line 1/100) x Line 2 $2,194,181 4 Total acre feet of water delivered to Prime Water Contractors of Sonoma County (not incuding North Mann) during the last 12 month period 45,398.27 5 Total Russian River Conservation Charge per Acre Foot (Line 31 Line 4) $48.33 A - 39 211012006 11:25 AM 49