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VILLAGE OF TEQUESTA
Post Office Bow 3273 3>? Tequesta llri~~e
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VILLAGE OF TEQUESTA
VILLAGE COUNCIL WORKSHOP
MEETING MINUTES
JULY 15, 1997
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I. CALL TO ORDER AND ROLL CALL
The Tequesta Village Council held a special meeting at the
Village Hall, 357 Tequesta Drive, Tequesta, Florida, on
Tuesday, July 15, 1997. The meeting was called to order at
5:33 P.M. by Mayor Elizabeth A. Schauer. A roll call was
taken by Betty Laur, Recording Secretary. Councilmembers
present were: Mayor Elizabeth A. Schauer, Vice Mayor Carl C.
Hansen, Alexander W. Cameron, and Joseph N. Capretta. Also in
attendance were: Village Clerk Joann Manganiello and
Department Heads. Councilmember Ron T. Mackail was absent
from the meeting.
II. APPROVAL OF AGENDA
Vice Mayor Hansen made a motion to approve the Agenda as
submitted. Councilmember Cameron seconded the motion. The
vote on the motion was:
Elizabeth A. Schauer - for
Carl C. Hansen - for
Alexander W. Cameron - for
Joseph N. Capretta - for
The motion was therefore passed and adopted and the Agenda
was approved as submitted.
Xec1'der! Paper
• VILLAGE COUNCIL WORKSHOP
MEETING MINUTES
July 15, 1997
Page 2
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III. COMMUNICATIONS FROM CITIZENS (NON-AGENDA ITEMS)
There were no communications from citizens.
IV. REVIEW OF PROPOSED FY 1997-1998 BUDGETS
A) Water Enterprise Fund
B) Refuse & Recycling Fund
C) Stormwater Utility Enterprise Fund
Village Clerk Manganiello reviewed Water Enterprise Fund
section of the Annual Budget and Financial Report for
Fiscal Year 1998. Total operating expenses were down
4.10. Total operating expenditures for FY 1998 were
expected to be $2,394,486. 1985 Series B Bond Indenture
of Mortgage was paid off during 1996, making the Fund
• debt free. The Water Department Capital Improvement
Program had been updated to reflect the necessary
projects to meet Tequesta's water resource acquisition
needs. This plan entailED initiation of the construction
of Tequesta's Reverse Osmosis (RO) facility, including
effluent disposal, water treatment facility, and an
additional well with associated piping. Proposed
expenditures were $4,928,800 for all projects and capital
equipment for FY 98. Revenue bonds were proposed to fund
the reverse osmosis improvements, with the final decision
on this to be made in September or October of 1997. This
budget assumed the plant option cost of $7,460,000 as per
Village Council direction. Anew Plant Operator Trainee
was proposed to be hired to begin increasing manpower
necessary to properly run the combined water plant
operations upon initiation of the RO plant. The Village
Clerk explained that the Finance and Administration
Committee would meet on July 22 to discuss the RO
facilities with the consulting engineers.
Village Clerk Manganiello reviewed the Water Enterprise
Fund Operations and Debt Service Fund Analysis as
presented in the budget document, which included
estimated revenues for FY 98 of $3,157,900, and estimated
. operating expenditures for FY 98 of $2,394,486, or a
decrease of 4.10. Revenues in excess of operating
• VILLAGE COUNCIL oPORRSHOP
FETING MINUTES
July 15, 1997
Page 3
expenses were $763,414, with estimated debt service for
FY 98 of $545,234, based on borrowing $7,460,000. Since
that number had been established, recalculation of the
amount needed to be borrowed for the RO plant had been
done. Based on the new figure of $7,255,000 to be
borrowed, with financing over 30 years at 5-1/20
interest, the debt service was estimated to be lowered to
$485,000. Debt service ratio to operating revenue had
been estimated at 1.40, but would increase due to the
recalculated debt service--a benefit to the Village.
Water Department Enterprise Fund Revenues were reviewed
next. Fund total for FY 98 was $3,775,900. Vice Mayor
Hansen questioned actual interest income in the amount of
$212,437 for FY 96, to which Finance Director Kascavelis
responded that was an inflated number which included
income from surplus funds plus additional income on
investments to refinance bonds. Finance Director
• Kascavelis explained that this income had not been used
in the operating budget. The Finance Director also
explained that the proposed interest income estimated at
$75,000 for FY 98 was interest income on funds available
plus those anticipated to be available next year.
Discussion ensued regarding earnings on defeased bonds.
Councilmember Capretta questioned how much profit the
Water Department would be making if no RO plant were
built, to which Finance Director Kascavelis responded, $3
to $4 million. The amount budgeted for capital
expenditures was reviewed. Finance Director Kascavelis
explained that under IRS rules, borrowed funds must be
used within two to three years. Water Department
Director Tom Hall explained that the only water company
projects coming up would be infrastructure, which would
be financed by cash. Councilmember Capretta discussed
the Jupiter water company's borrowing of huge amounts,
which ended up running the town; and commented that
anything the Village expected to do within the next three
years should be included in the bond issue, since that
would be the lowest interest rate available. Finance
Director Kascavelis cautioned that the Village must be
able to show revenues in excess of the debt service
requirements for the bond issue--otherwise, water rates
• would have to be increased. Councilmember Capretta
commented that the Village should not have to worry about
• VILLAGE COUNCIL gPORRSHOP
MEETING MINUTES
July 15, 1997
Page 4
any increase in water rates since the Water Department
was almost debt free. Mr. Kascavelis explained that a
due diligence study had been done by a consultant who was
recommending an increase, which would be discussed at the
meeting on July 22.
Village Clerk Manganiello reviewed the Pumping and
Storage of Water Utility Services, representing the costs
of acquiring raw water, treating raw water to become
potable, and storage of the treated water. Typical
recurring expenses included well maintenance expenses,
treatment chemicals, laboratory analysis costs and upkeep
of storage tanks. Personnel costs were those required by
Florida Administrative Code for Class B plant staffing.
Six employees were proposed for FY 98 in anticipation of
hiring a new RO plant trainee. Total anticipated funding
for FY 98 was $1,358,777.
• The Village Clerk explained that Distribution of Water
Utility Services included all costs associated with the
provision and maintenance of the distribution network of
pipes, mains, valves, hydrants and meters from the
various water storage facilities to the customer's meter,
and that the total budgeted for this activity for FY 98
was $328,148. The amount for Personnel Services was down
from the prior year due to a reduction in health
insurance rates and employees who had topped out in
salaries.
Village Clerk Manganiello next reviewed Administration of
Water Utility Services, which provides for administration
and general supervision of all Water Department
operations including planning, organizing, developing,
staffing, controlling, recording, budgeting, and
training. Also included were all costs of providing
utility billing services, data processing and customer
service. Total operating expenses anticipated for these
activities for FY 98 were $2,394,486, a 4.1o reduction
from the prior year. Councilmember Capretta discussed
the cost of water sources, including groundwater, water
from Jupiter, and RO water. Vice Mayor Hansen reported
that he learned during a visit to the Jupiter Water Plant
• that the amounts they used from shallow wells and from RO
varied, but that they tried to utilize as much surface
• VILLAGE COUNCIL ~PORRSHOP
FETING MINUTES
July 15, 1997
Page 5
water as possible, and that the amount of RO water varied
from 12% to 20o. Water Department Director Hall verified
that Tequesta would use the same concept, and commented
that Jupiter's RO capacity was 9 million gallons per day
while they only pumped approximately 2 million gallons
per day from that source.
Village Clerk Manganiello reviewed the Debt Service for
Water Utility Services, which represented the debt
service payments for the Series `97 Water Revenue Bonds
issued in the amount of $7,460,000, for which principal
and interest totaled $545,234. Ms. Manganiello explained
that as previously mentioned, the recalculated bond
amount was $7,255,000, which would cause a reduction in
the annual debt service figure. Capital Outlay
Expenditures were reviewed. The total capital outlay
proposed for FY 98 was $4,928,800. Councilmember
Capretta commented that the Village was going to build a
• $7-1/2 million RO plant but was only installing one
operating unit, and that if the Village got out of the
Jupiter contract or ran out of water from shallow wells
that additional units could be added, which put the
Village in a good position for the next ten years or so.
Water Department Manager Hall commented that more and
more water quality requirements were being imposed on the
Village and that those would be handled at the new RO
facility. Mr. Hall explained that without the RO plant,
the Village would have to build a $3 or $4 million
facility just to take care of water quality measures.
Village Clerk Manganiello reviewed the Non-Operating
Expenditures for Water Services, for which the total
proposed for FY 98 was $3,164,720. Discussion ensued
regarding the recent newspaper article about forcing
people to use reclaimed water and a similar situation
which had occurred in Cape Coral, Florida. Discussion of
inter-fund transfers followed. It was pointed out that
the Water Department would participate in the cost of a
new Village Hall. This concluded the review of the Water
Enterprise Fund Budget for FY 98.
The Village Clerk reviewed the Refuse and Recycling
• Enterprise Fund, stating that the cost of solid waste
collection services would rise 2.Oo effective October 1,
VILLAGE COUNCIL WORKSHOP
MEETING MIN[JTES
July 15, 1997
Page 6
1997, per the franchise agreement with Nichols
Sanitation. These costs were shown as a non-ad valorem
assessment on the property tax bill. The new rates would
be $146.28 for single family homes and $113.16 for multi-
family homes. A 4o discount could be realized by the
property owner if paid before December 1st. The service
included the cost of collection of refuse, recycling, and
yard waste. Commercial properties were billed direct by
Nichols with fees dependent on size of dumpsters,
frequency of pick-up, and other factors. Solid waste
disposal fees were assessed separately for all properties
by the Solid Waste Authority of Palm Beach County, which
also appeared on the tax bill. Village Clerk Manganiello
reviewed the Fund Analysis for the Refuse and Recycling
Enterprise Fund for which the estimated fund balance at
9/30/98 was $9,739. In response to Councilmember
Capretta's question regarding how long the present
contract had to run, Ms. Manganiello responded that
• expiration was September 30, 1999. Councilmember
Capretta commented that the Village needed to make sure
they got cash from every franchise agreement signed.
Proposed FY 98 Total Revenue for the Garbage Solid Waste
Disposal Fund was $337,750, and Total Operating Expenses
were $333,180.
Village Clerk Manganiello reviewed the Stormwater
Enterprise Fund, which was created to account for the
expenditures and revenues of the Stormwater Utility. The
Utility became operational on October 1, 1996, to provide
a means for addressing required mandates concerning water
quality {NPDES) associated with stormwater runoff and
flood control. The proposed annual assessment was $5.63
per equivalent residential unit, a loo increase as
recommended by the Stormwater Utility Board. The total
expenditure budget was $239,255, with revenues of
$220,300. Revenues did not reflect a $39,300 General
Fund subsidy requested by the Village Council which would
be provided by a FY 1997 Budget revision. The major
capital projects proposed were the Tequesta Drive
Drainage Diversion Project ($54,000) and the Tequesta
Stormwater Utility Drainage Study to determine system-
wide levels of service ($15,000). The Tequesta Drive
• Project was anticipated to receive a $121,717 Community
Development Block Grant. Village Clerk Manganiello
• VILLAGE COUNCIL WORKSHOP
MEETING bIINUTES
July 15, 1997
Page 7
reviewed the Fund Analysis for Fiscal Year 1998
Stormwater Utility Enterprise Fund, which showed an
estimated fund balance as of 9/30/98 of $20,465.
Village Clerk Manganiello explained that the Public Works
Stormwater Drainage/Flood Control Fund was established to
account for non-ad valorem assessment revenues and
expenditures for Stormwater drainage system maintenance,
drainage improvements, and to provide required
governmental mandates concerning water quality (NPDES)
associated with Stormwater run-off and flood control.
The employee number of one for this department was
actually half of the services of two separate employees.
Total revenue for FY 98 was $220,300, while total
expenditures were $239,255. The Village's Proposed 10-
Year Capital Improvement Program was briefly discussed.
Vice Mayor Hansen commented that at the last Village
• Council meeting the possibility of budgeting funds for
annexation had been discussed. Village Clerk Manganiello
explained that $4,000 had been budgeted for elections in
the Village Clerk's budget, which was $2,000 more than
usual in anticipation of a possible annexation
referendum. Also, $1,000 had been budgeted in the prior
year, which had been carried forward to cover any
preliminary annexation work.
Finance Director Kascavelis commented that Vice Mayor
Hansen had requested information regarding the impact
that a 2-1/2o millage increase would have on the Village
residents. Mr. Kascavelis reported that for a $140,000
home, the current tax bill was $743.97, which would be
increased by $18.59. Taxes on a home valued at $125,000
would increase $16.17.
Village Clerk Manganiello advised that a Public Hearing
on the budget would be held in September, 1997.
V . ADJOURNMENT
• Councilmember Cameron moved that the meeting be adjourned.
• VILLAGE COUNCIL WORKSHOP
MEETING MINUTES
July 15, 1997
Page 8
Vice Mayor Hansen seconded the motion.
was:
Elizabeth A. Schauer - for
Carl C. Hansen - for
Alexander W. Cameron - for
Joseph N. Capretta - for
The vote on the motion
The motion was therefore passed and adopted and the meeting
was adjourned at 6:34 P.M.
Respectfully submitted,
•
Betty Laur
Recording Secretary
ATTEST:
J ann Manganiel o
Village Clerk
DATE APPROVED:
G~.~ ~~, 1997