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Ordinance No. 16,209 ORDINANCE NO. 16,209 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS, APPROVING THE BUDGET FOR THE BAYTOWN AREA WATER AUTHORITY (BAWA) FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2025, AND ENDING SEPTEMBER 30, 2026, AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. WHEREAS, the Board of Directors of the Baytown Area Water Authority ("BAWA") has adopted a budget for BAWA for the fiscal year beginning October 1, 2025, and ending September 30, 2026, and WHEREAS,the General Manager of BAWA has submitted said budget to the City Council of the City of Baytown for approval; and WHEREAS. after ffi11 and final consideration, it is the opinion of the City Council of the City of Baytown that the budget should be approved; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That the City Council of the City of Baytown, Texas, hereby approves the budget of the Baytown Area Water Authority for the fiscal year beginning October 1, 2025, and ending September 30,2026. A copy of the above-referenced budget for BAWA is attached hereto, marked Exhibit "A," and made a part hereof for all intents and purposes. Section 2: This ordinance shall take effect immediately from and after its passage by the City Council of the City of Baytown. INTRODUCED, READ and PASSED by the affirmative vote of the City Council of the City of Baytown this the Wad day of August, 2025. IARLES SON, Mayor EST: w o ANGEL 0hr City'C. APPROVED S SCOTT LEM ND, City Attorney Approving 2025-2026 Budget.BAWA.vh.docx EXHIBIT "A" 47- OBAIMN f+ v ) f r IL # . gap-# PROPOSED h 10 } BUDGET �. t Baytown Area Water Authority y r t ! 1 x FY2026 PROPOSED BUDGET OBJECTIVEBAYTOWN AREA WATER AUTHORITY Overview BaytownThe Area Water Authoritypresides over wholesale supplierof • its facilities, equipment and supplies. DUTIES Discuss all matters pertaining to the business of the Authority, including the vetting of • purchase of • facilities, and matters relating to the construction work. Our Mission Con�i�ues Wife V vet the years, we have dedicated ourselves to producing drinking water that meets all state and federal standards. We continually strive to adopt new methods for delivering the °- � ,Y best-c}uality drinking water to yott. Fls new chat-lenges to drinking water safety emerge, }i we r<main vigilant in meeting the goals uF source water protection, water conservation, and cornrr�unity education while continuing to serve the ne4ds of all our water users. Vter Sales - Baytown FY2026 PROPOSED BUDGET BAWA Budget Executive Summary This fund accounts for the operations of the Baytown Area Water Authority (BAWA). BAWA is a water authority created by the Texas Legislature to supply water for the City of Baytown (City) and surrounding communities. BAWA services a total of eight customers with the City as the largest customer, generating approximately 90% of BAWA's annual sales. BAWA is a separate legal entity; however, it is considered a component unit of the City. Since it began operating, BAWA has not experienced shortages of its raw water supply to the plant or interruptions of service to Its customers, . t BOARD OF DIRECTORS IROR frank McKay III Vice President Jimmy Smith, Secretary Brenda BradleySmith paved Stan, President birector � Alysa Linares, Director Angela Jackson, Assistant Secretary FY2026 PROPOSED BUDGET BUDGET EXECUTIVE SUMMARY Revenues For FY2026, the revenue projections for water sales and investment interest have been developed based on updated rates, consumption estimates, and anticipated market conditions. Water Sales — Baytown Projected revenue for Baytowr water sales is $20,344,606. This estimate reflects a 6.7% rate increase, raising the water rate to $3.89 per 1,000 gallons in accordance with the adopted BAWA rate policy. Consumption projections are grounded in a three-year historical average, resulting in an estimated total of 5.22 billion gallons for FY2026. Water Sales —Other Customers Revenue from outside customers is projected at $1,729,730 for FY2026 This projection incorporates a 6.7% rate increase to $4.14 per 1,000 gallons. Consumption estimates are also based on a rolling three-year average, with an expected total of approximately 418 million gallons. Investment Interest Investment earnings are budgeted at $372,915 for FY2026. This figure is driven by improved interest rate conditions and investments balance carried into the fiscal year. The increase over prior years is attributed to stronger year-to-date returns and an outlook of continued market stability. • ti FY2026 PROPOSED BUDGET BUDGET EXECUTIVE SUMMARY Expenses & Working Capital Operating Expenses: Expenses grow from $9.92M (FY25 budget) to $13.96M (FY26 budget), largely driven by higher supplies. Non-Operating Expenses: Transfers Out — Debt Service: Slight decrease in FY26 compared to FY25 budget, likely tied to amortization schedules or refinancing. Transfers Out — Capital Improvement: Large reduction in FY26 ($2.04M) compared to FY25 ($4.37M), ind cating fewer planned capital projects or completion of major work in prior years. . Transfers Out— General Fund: Consistent at $350K annually. The total expense for FY26 are proposed at $21.77M. down from the FY25 estimate of $23 56M, due mainly to reduced capital transfers. Working Capital Ending: FY26 projected at $9.57M, an improvement from FY25. Days of Operating Expenses: BAWA will have about 250 days of operating expenses in reserve for FY26, reflecting good fiscal health. ,a Commitment C01IStAlit goal is to provi(ic ytm with a %afe an(l. ilepcndable supply of(Irinking water. We want you to understand the cfforts �,vc make to c(intinually iniprove the water trcarment procc�s and protect our water FY2026 PROPOSED BUDGET BAYTOWN AREA WATER AUTHORITY FUND 3500 BUDGET SUMMARY BY FUND i Revenues Sale of Water - Bavtown S 18,401.642 S 19.197.497 S 19.438.808 S 20.344.606 Sale of\eater - Other 1.764347 1,954 333 1.01,166 1,724,730 interest Revenue 327.517 90,000 367.381 372.915 Federal ContrEbtition - - 126,106 Transfers In Ftoln\V\VIS Fund 100.000 - Transfers in FE oni B CIP 307,004 - Transfers In From BALPA 2024 Rey' Boe 664,049 - Total Revenues 21.56.3.320 21.241,830 21.583,465 22.447,251 Expenditures Pei sonnet �,[,V +:es 2.021.979 2.292.431 2,292.451 2.349,762 Supplies 7.844.515 0.060.032 9.676.470 10.041.291 MainteEla11+ T 330.049 586.952 429.150 429.150 Services 1.142.968 981.444 981.444 1.1.4.046 Ski lid I%. - - - Total Operating 11.339 512 9 920.899 13.379,515 13,964,249 Non-Operating Expenditures Capital Outlay Transfers Out - D,ebt S?rvice 4.133.994 5,459,283 .9.459.283 1.410.219 Transfers Out Capital Itllpl'0%_e111etlt 1,368,290 4.308.290 4.368.290 2.044.000 Transfers i tut - Genei,al Ftnld 10.000 350,000 350.000 350.000 011tin yel1CC - - - - Tcjtal Erpendittites 1/.191.790 20.098.472 23.557.g88 21.768.46y Excess(Deficit) Revenues Over Expenditures 4.373.524 1.143.358 (1.973.o24) 678.783 G GAF' to bud-et basis adill5tllleilt (1.070.504) - - Working Capital - Beginning 7.;63.338 10 866,35S 10,866.358 8.892.734 Working Capital - Ending S 10.S66.338 S 12.009.716 S 8.892.734 S 9.571.517 Days of Operating Expenditures 350 442 243 250 - - � - -- --- FY2026 PROPOSED BUDGET BAWA CIP BAWA Capital Improvement Projects Fund The Capital Improvement Program (CIP) for BAWA is funded through the issuance of revenue bonds, grants, and revenue from operations. FY2025-26 Projects . BAWA Backwash and Decant Pump Replacement: $1,300,000 o This project will replace the existing decant and backwash pumps and motors to increase reliability and control of surface water sludge processes. • BAWA Main MCC3: $225,000 o MCC3 Electrical Upgrade No new capital expenditures are planned for the following projects in FY2025-26 (funding or construction was previously appropriated): • BAWA Raw Water Rehabilitation - This project would replace the existing BAWA Forebay liner, raw water pumps and motors with variable frequency drive (VFD) pumps/motors at the Fritz Lanham Surface Water Plant, • BAWA East Plant II Expansion - Construction and design of a six (6) million gallons per day (MGD) expansion of the existing surface water treatment plant south of Interstate Highway (IH)10 and west of SH 99 along the Coastal Water Authority (CWA) Barbers Hill Canal. o BAWA Administration Building - Perform a minor remodel of office space updating the finishes, and replace the HVAC system, replace the roof, plumbing upgrades, and electrical upgrades o BAWA Condition Assessment - Condition Assessment Report determines the remaining useful life of various capital assets, and helps program future projects o BAWA Filter Scour - To install an air scour system in the dual media filter of the Baytown Area Water Authority Fritz Lanham Water Treatment Plant (BAWA WTP). o BAWA Sedimentation Basin Improvements- Project includes structural repairs to sedimentation basins, replacement of chain and flight sludge collector mechanisms, instrumentation and appurtenances. o BAWA Chemical Feed System - Project includes structural repairs to the chemical feed building, replacement of one chlorine exhaust fan, and replacement of the North Ferric Tanks. LJ BAYTOWN REA } " ! ; I ' FY2026 PROPOSED BUDGET BAWA-CAPITAL IMPROVEMENT PROGRAM FUND 3510 BUDGET SUMMARY BY FUND Revenues Transfer In -Operating S 1.368.290 S 4.368.290 $4.368,290 $1.525.000 Interest Revenue 59.239 -15.000 95.308 80.000 Total Revenues 1.427,529 4.413,290 4.463,598 1.603,000 Expenditures BAWA2502 Condition.assessment - 310.918 310.918 BAWA1901- Filter Scour 2,171 - - BAWA2103- Raw Water Rehabilitation 141.935 233,628 233.628 BAW-\2401- East Plant it Expansion 1K52.954 1.302.500 1.302.500 BANVA2402- Administration Buildnng - 143.481 543.481 BAIT'a2301- Backwash and Decant Pump - Replacement - 3.742,082 3.742,082 1.300,000 BAWA2661- BAWA Alain Nl((:3 225.000 B:111',a2(i01 Sedimentatio�� Basin Imp 465.000 BAWA2604- Chemical Feed Svstem 54.000 Total I-vpenditures 307,064 6.132.609 6,132.609 2.044,000 Excess(Deficit)Revenues Over Expenditures 1.120.465 (1.719,319) (1.66Q 011) (439 000) Working Capital Beginning 1.307.390 2.427.855 2.427.853 758,844 Working Capital- Ending S 2.427.8,55 S 708.536 $ 7,58.844 S 319.844 e A' - FY2026 PROPOSED BUDGET DEBT SERVICE For the year ending September 30, 2026 BAYTOWN AREA NVATE R AUTHORITY REVENUE BONDS LONG TERM DEBT A\IORTIZATION SCHEDULES Principal Principal&Interest Principal Revenue Amount of Outstanding Requirements for 202}26 Out-standing Bonds Issue Oct. 1.2025 Principal Interest Total Sept.30, 2026 Senes 2012 8.315.000 2, 515.000 325;000 S21919 401.919 2:190.000 Senes 201 S 22.040,000 182700,000 1.000.000 839.650 1.839.650 17.700.000 Senes2019 17.315;000 13.320000 755;000 431.650 1,186,650 12.565000 5enes 202 1 -'1.525,000 20 520.000 950;000 1.026.000 1-976,000 19,5 70.000 S 55.055.000 S 3:030.000 S 2.380,219 S 5.410.219 S 52.025.000 Comb , Maturity 111 111 i - i 111 il. Interest Trincipal 2. 11 11 2025 202612028 0 i t 2031 AL12 203312036 0 !38 2039 204D Fkcw Yew Y• * n FY2026 PROPOSED BUDGET DEBT SERVICE For the year ending September 30, 2026 Combined B NVA Debt,All Series Debt Req uirem ents to .1Laturity Fiscal Principal Total Total Year -5`01 Interest Requirement 2025 3.043.000 2.414.283 3.439.283 202.6 3,030,000 2,3Ak, 2027 3,120.000 2.242.769 5,362.769 2028 3,210,000 2:100,900 3.310.900 2029 3.330.000 1.954.385 ; 304.388 2030 3_500.000 1.801.S88 5_301 SSS 2031 3.6-5-5.000 1.650.500 5.305.500 2032 3.S 15.000 1.491.723 5.306.72; 2033 3 980.00C 1.325 600 5.303.V1) 2034 4:160.000 1:145.900 3.303.900 203-; 4.330:000 97>.400 3.303.400 2 03 6 4.310.000 79�.700 5.307.700 2037 4.690.00C, 612.3�0 3.302.330 2038 4.880.000 419.330 3.299.334 2039 2.945 000 21S.250 3.163.250 2040 1.SS0.000 94,000 1,974,000 Total S 58.100.000 S 21.623.421 S 79.723.421 k _ e a