Loading...
HomeMy WebLinkAboutPACKET Town Board 2025-09-23Note - The Town Board reserves the right to consider other appropriate items not available at the time the agenda was prepared. Town Board of Trustees Regular Meeting Tuesday, September 23, 2025, 7:00 p.m. Town Hall Board Room, 170 MacGregor Ave, Estes Park Accessibility Statement The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Meeting Participation This meeting will be streamed live and available on the Town YouTube page at www.estes.org/videos. Click on the following links for more information on Digital Accessibility and Public Comment. Agenda Pledge of Allegiance Agenda Approval Public Comment Town Board Comments/Liaison Reports Town Administrator Report Policy Governance Monitoring Report - Policy 3.8 Board Policy 2.3 designates specific reporting requirements for the Town Administrator to provide information on policy compliance to the Board. The above policies are reported each September. Consent Agenda 1.Expenditure Approval Lists – Bills 2.Town Board Meeting and Study Session Minutes dated September 9, 2025 3.Joint Town Board and Estes Park School District Board of Education Study Session Minutes dated September 9, 2025 4.Estes Park Planning Commission Minutes dated June 17, 2025 (Acknowlegment Only) 5.Resolution 86-25 Amended MOU with Estes Park Housing Authority Funding for Fish Hatchery Workforce Housing 6.Resolution 87-25 Professional Services Agreement and Construction Contract with High Plains Excavation & Aggregate LLP for the Performance Park Bridge Replacement, $404,964. Budgeted 7.Resolution 88-25 Professional Services Contract with AE2S for Water Master Plan Support and Phase 1 Water Rate Study, $160,000. Budgeted 8.Acceptance of Town Administrator Policy Governance Monitoring Report Planning Commission Items Items reviewed by Planning Commission or staff for Town Board Final Action 1.Action Items: A.Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Presented by Senior Planner Hornbeck Proposed 12-lot subdivision. Action Items 1.Ordinance 17-25 Platte River Power Authority Amended and Restated Organic Contract and Amended Electric Power Supply Contract Presented by Director Bergsten Considering changes to modernize language, updates on qualifications of Board members and PRPA responsibilities, and extending the contract through 2075. 2.Resolution 90-25 Finding Substantial Compliance and Initiating Annexation Proceedings for the Riverside Drive Townhomes Annexation Presented by Planner Washam Determine substantial compliance and initiate annexation proceedings for a request to annex one 2.621-acre parcel into Estes Park municipal boundaries. Report and Discussion Items 1.Revised Policy 208 Naming of Town Parks, Open Spaces, and Facilities Presented by Management Analyst Simpson To discuss Board interest in changes to Naming Criteria and a change to the administrative and public processes to remove reference of the Parks Advis ory Board. Adjourn The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees From: Town Administrator Machalek Date: September 23, 2025 Subject: Policy Governance Monitoring Report – Policy 3.8 Type: Other: Policy Board Policy 2.3 designates specific reporting requirements for the Town Administrator to provide information on policy compliance to the Board. Reporting on Policy 3.8 – Compensation and Benefits is required in September of each year. Policy 3.8 states: “With respect to employment, compensation, and benefits to employees, consultants, contract workers and volunteers, the Town Administrator shall not cause or allow jeopardy to fiscal integrity.” This report constitutes my assurance that, as reasonably interpreted, these conditions have not occurred and further, that the data submitted below are accurate as of this date. Travis Machalek Town Administrator Policy 3.8: With respect to employment, compensation, and benefits to employees, consultants, contract workers and volunteers, the Town Administrator shall not cause or allow jeopardy to fiscal integrity of the Town. Accordingly, pertaining to paid workers, he or she may not: 3.8.1: Change his or her own compensation and benefits. Interpretation: I interpret this to mean that I cannot take any action that would result in a personal financial benefit, including modifying my benefits, leave provisions, or compensation in any way that is not defined in my employment agreement or specifically approved by the Town Board. Compliance with the policy will be achieved when: All of my compensation and benefits remain as approved by the Board through either my employment agreement or by specific action of the Town Board. Evidence: 1. The adopted budget and Annual Comprehensive Financial Report document that I have not taken any action to change my own compensation or benefits. Report: I report compliance. 3.8.2: Promise or imply permanent or guaranteed employment. Interpretation: I interpret this to mean that I cannot make any statements to current or potential employees that they can be assured of guaranteed employment with the Town of Estes Park. Compliance with the policy will be achieved when: I did not make any comments, verbally or in writing to any employee that can be construed as implying permanent or guaranteed employment. Evidence: 1. Since this is a requirement NOT to do something, the evidence would be for non-compliance (a substantiated allegation that such a promise or implication was made). No such allegations have been raised with myself, Human Resources, or with the Town Board. Report: I report compliance Attachment 1 3.8.3: Establish current compensation and benefits which deviate materially for the regional or professional market for the skills employed. Interpretation: I interpret this to mean we regularly compare our compensation and benefits to the regional market. That market has been defined in Policy 303 as adopted by the Board. The specifics of the market comparison process are defined in Policy 303. Compliance with the policy will be achieved when: I ensure we fully comply the procedures and steps outlined in the Board adopted Policy 303 regarding Classification and Compensation Evidence: 1. The compensation study, as prepared by the Town Compensation Consultant under the supervision of Human Resources staff. 2. Published Compensation schedules and Classification plan which is congruent with the results of the annual Compensation Study. 3.Specifics of the compensation model and most recent study are available for inspection upon request. Report: I report compliance. 3.8.4: Establish deferred or long-term compensation and benefits, without approval of the Town Board. Interpretation: I interpret this to mean that I cannot take any action that would create or change any deferred or other long-term compensation for any employees without specific Board approval. Compliance with the policy will be achieved when: There have been no changes to anyone’s deferred or other long-term compensation or benefits without Board approval. Evidence: 1. The adopted budget and the Annual Comprehensive Financial Report document that I have not taken any action to change any long-term compensation or benefits without the prior approval of the Board. Report: I report compliance. Town of Estes Park, Larimer County, Colorado, September 9, 2025 Minutes of a Regular meeting of the Board of Trustees of the Town of Estes Park, Larimer County, Colorado. Meeting held in the Town Hall in said Town of Estes Park on the 9th day of September, 2025. Present: Gary Hall, Mayor Marie Cenac, Mayor Pro Tem Trustees Bill Brown Kirby Hazelton Mark Igel Also Present: Travis Machalek, Town Administrator Jason Damweber, Deputy Town Administrator Dan Kramer, Town Attorney Bunny Beers, Deputy Town Clerk Absent: Trustees Frank Lancaster and Cindy Younglund Mayor Hall called the meeting to order at 7:00 p.m. and all desiring to do so, recited the Pledge of Allegiance. PROCLAMATION FOR CONSTITUTION WEEK 2025. Mayor Hall proclaimed September 17, 2025 through September 23, 2025 as Constitution Week. AGENDA APPROVAL. Staff requested an additional item be added to the agenda to appoint Town Board members to an interview committee for the Estes Park Housing Authority Board of Commissioners to fill a vacancy. It was moved and seconded (Cenac/Brown) to approve the Agenda with the inclusion of Action Item #6 Interview Committee for the Estes Park Housing Authority Board, and it was approved unanimously. PUBLIC COMMENTS. Amy Plummer/Town Resident stated appreciation for the time, energy, and commitment of the Board and staff. TRUSTEE COMMENTS. Board comments were heard and have been summarized: Trustee Brown read a statement related to municipal code language restricting certain development which was taken to the U.S. Supreme Court, was found to be invalid, and stated his concerns if a similar ordinance was approved in Estes Park; Visit Estes Park Board reviewed the draft 2026 operating plan at their recent meeting, , developed a social media and events sponsorship policy, hiring a Marketing and Public Relations Coordinator, would review a first draft of the Tourism Master Plan, and held an Executive Session to identify finalists for the CEO position; the August Trustee Talk discussions were focused on VEP and the relocation of the Police Department; the Board noted concerns from the public on the lack of a Scottish Irish Highland Festival parade in 2025; and staff were commended for the public engagement and community outreach related to the water station closure during the Scottish Irish Highland Festival and for providing alternative options during the festival. TOWN ADMINISTRATOR REPORT. The Town Board would hold Budget Study Sessions on September 18, 2025 and October 3, 2025 and the public were encouraged to engage in the budget process. CONSENT AGENDA: 1.Expenditure Approval Lists - Bills. 2.Town Board Meeting and Study Session Minutes dated August 26, 2025. DRA F T Board of Trustees – September 9, 2025 – Page 2 3. Resolution 83-25 Amending the Professional Services Contract with Kimley Horn for Mall Road to Increase the Contract Value by $71,270.00 and Authorize the Town Administrator to Approve the use of $15,000.00 in Contingency. It was moved and seconded (Hazelton/Cenac) to approve the Consent Agenda, and it passed unanimously. ACTION ITEMS: 1. ORDINANCE 16-25 VACATING A PORTION OF STANLEY CIRCLE DRIVE RIGHT- OF-WAY. Mayor Hall opened the public hearing. Planner Hornbeck presented Ordinance 16-25 requesting to vacate a portion of Stanley Circle Drive Right-of-Way (ROW). He stated the Town owns 179 Stanley Circle Drive and has engaged the Estes Park Housing Authority (EPHA) to manage the development of employee housing on the property. EPHA consultants were in the process of developing a plan for the property, which may involve a request to rezone the property in the future. During planning, excess ROW adjacent to the property was identified. The applicant requested the Town vacate approximately 11,000 square feet of ROW, reverting ownership back to the Town. Ray and Uta Sahm/Town Resident stated objection to vacating the ROW and comments have been summarized: Intersection safety concerns at the two intersecting Stanley Circle Drive roads just prior to intersecting at Stanley Avenue; vacating the ROW would leave no room for intersection improvements; increased capacity through development would negatively change the character of the neighborhood, impact water pressure and resident views; they questioned whether any studies can be done related to building near/under power lines and they highlighted health and environmental impacts to trees and animals, including the elk. Board discussion ensued and has been summarized: Whether vacating the ROW allows sufficient space for intersection improvements; setback impacts for future development; options available to mitigate the identified concerns; if staff knew of any know development applications for the subject property; the available public comment opportunities for future developments and or rezoning; and general concern was stated related to the need for traffic improvements at the intersection. Town Engineer Wittwer stated there would remain adequate intersection space with the ROW vacation which would not impact future improvements. Town Administrator Machalek stated the development of a property requires the applicant to conduct a traffic study at the proposed location which would be reviewed through the application process. Mayor Hall closed the public hearing and it was moved and seconded (Brown/Hazelton) to approve Ordinance 16-25, and it passed with Mayor Pro Tem Cenac voting “No”. 2. RECONSIDER ORDINANCE 15-25 TEMPORARILY SUSPENDING CERTAIN PROVISIONS OF CHAPTER 17.66 OF THE ESTES PARK MUNICIPAL CODE TO REGULATE RATHER THAN PROHIBIT FEATHER FLAG SIGNS. Mayor Hall opened the public hearing. At the August 26, 2025 meeting, the Board approved Ordinance 15-25, temporarily suspending certain provisions of the Municipal Code to regulate rather than prohibit feather flag signs in certain areas of Town, with an amendment to change the proposed end date of the temporary suspension from December 31, 2025 to January 6, 2026. Following the meeting, staff noted the potential interest of the Board to extend the suspension through the 2026 holiday season, with an expiration date of January 6, 2027. Staff requested the Board reconsider Ordinance 15-25 to correct the expiration date to January 6, 2027. Mayor Hall closed the public hearing and it was moved and seconded (Hazelton/Brown) to reconsider Ordinance 15-25 striking the expiration date January 6, 2026 in section 7 and amending to January 6, 2027, and it passed unanimously. 3. RESOLUTION 84-25 CHANGE ORDER TO THE PROFESSIONAL SERVICES CONTRACT WITH DESIGN WORKSHOP FOR THE ESTES PARK DEVELOPMENT CODE UPDATE. Following feedback received through the development code update, staff reviewed options for additional public engagement DRA F T Board of Trustees – September 9, 2025 – Page 3 opportunities with the consultant Design Workshop. Resolution 84-25 would expand the contract to include contractor engagement at an additional open house on September 20, 2025, attendance at eight pop up events over two separate weeks, attendance at three community meetings and an additional full-length survey. The cost of the additional services would increase the contract by $34,900. It was moved and seconded (Igel/Cenac) to approve Resolution 84-25, and the motion passed unanimously. 4. PURCHASE OF GAPVAX MC1510 COMBO SEWER CLEANER FROM FARIS MACHINERY. Director Greear stated Public Works staff maintain a stormwater conveyance system comprised of stormwater inlets, culverts and open drainage ditches throughout town limits by hand or through the use of a trailer mounted water jet paired with a trailer mounted vacuum. The process was described as inefficient and time consuming and currently only one culvert or inlet can be cleaned per day. The purchase of the proposed equipment would improve the process, increase the number of culverts or inlets cleaned to four or five a day, utilize less staff, help identify utilities, and mitigate during flooding events by providing immediate culvert service. Staff researched the cost of contracting the services and determined the cost would exceed the proposed vehicle and require additional fees for training to operate the vehicle. Cost would be funded through 1A sales tax revenues between Streets and Water of approximately $618,260. Board comments and questions have been summarized: Question the life expectancy for the vehicle; number of inlets, culverts and drains which need servicing; capacity; other potential uses between departments for other services; maintenance costs and service; and when the vehicle would be available if approved. It was moved and seconded (Igel/Brown) to approve the purchase of GapVax MC1510 Combo Sewer Cleaner from Faris Machinery, and it passed unanimously. 5. RESOLUTION 85-25 AMEND 6E FUNDING EXPENDITURE FOR CHILDCARE START-UP COSTS. Manager Bangs stated the Board was presented with a funding request from Little Kids Montessori in March 2025 to support start-up and operation of childcare at the St. Bartholomew’s Church. Due to unforeseen circumstances, the facility no longer meets the applicant’s needs. Staff confirmed, funds approved in March had not been distributed. The applicant identified 439 W. Elkhorn Avenue as an alternate location which has undergone pre-licensing and fire inspections. In order to meet the licensing needs, the property would need to pass a health inspection, obtain an outdoor hardship waiver due to space limitations for outdoor activities, staff training and qualifications, and secure a health consultant. The new location would not meet the requirements to serve infants (children under 12 months). The amended request reflected one toddler classroom (up to 11 children 13 months to 35 months) and one preschool classroom (up to 11 children three to five years old). The funding agreement identified funds would be released in four phases tied to the completion of licensing milestones. Staff confirmed the landlord of the subject property had committed to a five (5) year lease with the applicant. Susan Castillo-Lugo/Applicant provided an overview of the alternate location and Little Kids Montessori’s intended use of the space. Board comments and questions have been summarized: requested clarification on the unforeseen circumstances which caused the applicant to seek an alternate location; questioned the use of adjacent space for outdoor activities; questioned if improvements are made to the building would the space be able to be used by another provider in the future; requested confirmation on the amount of funding which would be applied toward start-up costs by the applicant; concerns were heard regarding the Town funding 100% of the start-up costs for a business; questioned how the applicant would handle a future move, a significant change in circumstance, and fund unforeseen expenses;; questioned if the applicant would be required to pay back funds if the location was not used for childcare in the future; and noted appreciation for a thorough business plan. Staff commented on the obligation to bring forward any application for Board consideration, and noted the intent of the budgeted funds was to support and encourage new childcare businesses. The applicant further stated her commitment to provide childcare regardless of the location and noted she currently provides home childcare. Staff thanked the Board for their time and would be providing regular licensing updates. It was moved and seconded DRA F T Board of Trustees – September 9, 2025 – Page 4 (Hazelton/Brown) to approve Resolution 85-25, and the motion passed unanimously. 6. INTERVIEW COMMITTEE FOR THE ESTES PARK HOUSING AUTHORITY BOARD OF COMMISSIONERS. It was moved and seconded (Hazelton/Cenac) to appoint Trustees Brown and Igel to the interview committee, and the motion passed unanimously. REPORTS & DISCUSSION 1. REVIEW OF THE AMENDED AND RESTATED ORGANIC CONTRACT WITH PLATTE RIVER POWER AUTHORITY. Staff provided an update on the amended and restated Organic Contract with Platte River Power Authority (PRPA). Director Bergsten stated the contract would ensure a long-term supply of safe, reliable, envirnmentally responsible service and competitive prices for energy services provided to the community. He reviewed history of the contract between the four owner communities: Estes Park, Fort Collins, Loveland and Longmont. Since December 2024, the owner communities and PRPA collaborated to develop proposed revisions to the contract including: extending the contract through 2075; modernizing language in the contract and power supply agreements; language updates on qualifications of Board members; updating PRPA responsibilities; language allowing municipalities to give PRPA authority to run certain services; and updates to Board positions. Mayor Hall stated all four municipalities are reviewing these proposed changes. The Board clarified whether the voting rights of participating municipalities would change through the update. Discussion ensued on the number of homes in the community with solar power which staff responded was a high percentage compared to the other owner communities. Staff continue to identify opportunities to help maintain a stable power grid including equipment and updated batteries. Attorney Kramer requested clarification on timing to bring any changes forward. At the Board’s direction staff would bring forward an ordinance for Board consideration at the September 23, 2025 meeting in an effort to be in sync with the other owner communities. Whereupon Mayor Hall adjourned the meeting at 8:52 p.m. Gary Hall, Mayor Bunny Victoria Beers, Deputy Town Clerk Beers DRA F T Town of Estes Park, Larimer County, Colorado September 9, 2025 Minutes of a Study Session meeting of the TOWN BOARD of the Town of Estes Park, Larimer County, Colorado. Meeting held at Town Hall in the Board Room in said Town of Estes Park on the 9th day of September, 2025. Board: Mayor Hall, Mayor Pro Tem Cenac, Trustees Brown, Hazelton, Igel, Lancaster and Younglund Attending: Mayor Hall, Mayor Pro Tem Cenac, Trustees Brown, Hazelton, Igel Also Attending: Town Administrator Machalek, Deputy Town Administrator Damweber, Attorney Kramer, Recording Secretary Stoddard Cameron Absent: Trustees Lancaster and Younglund Mayor Hall called the meeting to order at 5:30 p.m. BUSINESS FEEDBACK ON USE OF GOLF CARTS ON TRAILS. Director Greear provided the board with a presentation on the current regulatory standing of golf carts and other mechanized micromobility devices. The Estes Park Municipal Code (EPMC) does not address the use of golf carts on Town maintained trails and roadways. Chapter 9.18 of the Municipal Code references ‘micromobility device (MD)’, defined as small human or electric-powered device such as a bike or scooter and requires MD users yield to pedestrians and not exceed a speed limit of six (6) mph on sidewalks and fifteen (15) mph on multi-use paths. In Colorado Revised Statute (CRS) 42-1-102(39.5), the State provides a definition for golf carts, classifying them as self-propelled vehicles not primarily designed for operation on roadways. This distinction allows municipalities to self-regulate golf carts similarly to MDs, as they are not defined as motor vehicles under the statute. While very little regulation on golf carts exists at the state level, CRS 42-4- 111. Powers of Local Authorities prohibits the use of golf carts on state highways except to cross predefined paths and provides further regulations for operators. Staff reached out to surrounding municipalities and gathered information on their policies regarding golf carts and MDs, identifying many do not allow golf carts or MDs on any municipal owned trails and shared-use paths. Enforcement of these policies was uncertain, although some municipalities, including Lyons, authorize use on specific roadways and trails. Several local businesses have expressed interest in utilizing golf carts and requested the Town Board review the matter. Staff stated any amendment or addition to the code would be for commercial use only, and the Town would require a permit for each cart in use. Hannah Hochstetler Breining/Hochstetler Resorts stated Hochstetler Resorts had used golf carts in the past to transfer laundry between two of their properties, the Appenzell Inn and Estes Mountain Inn, to a central facility. She stated law enforcement had requested the business desist from operating golf carts for this purpose. As such, the business deferred to gas powered Ford F150’s or electric tricycles to complete the estimated 100-yard journey creating traffic delays, greater fiscal burden, and was not as environmentally friendly as the disused golf carts. Board discussion ensued and has been summarized: The environmental impacts of using gas versus electric powered vehicles; concern was heard to the safety of operating golf carts and MDs on paths and roadways, noting speed limit and path width; usage would be prohibited on certain multi-use paths, including the Lake Estes Trail; desire for travel distance limitation was expressed; it was noted the current signage on public trails states no motorized vehicle use, with an exception to e-bikes; and DRA F T Town Board Study Session – September 9, 2025 – Page 2 questioned whether there were any known golf cart injuries or deaths caused by similar commercial use. It was determined staff would draft a policy for commercial golf cart permits which regulate speed limits, distance traveled per trip, require driver education and certification(s), outline use on roadways, trails, multi-use paths and sidewalks to be considered on a case-by case basis and prohibit use on certain multi-use paths, including the Lake Estes Trail. WILDLIFE PROTECTION ORDINANCE PROVISIONS FOR COMMERCIAL BUSINESSES. Deputy Town Administrator Damweber stated Town Board direction was requested on whether staff should bring forward revisions to the Wildlife Protection Ordinance, Sections 7.20.020 – Standards for wildlife resistant containers, hard-sided containers, and grease bins and 7.20.030 – Maintenance and operation of wildlife resistant containers, wildlife resistant enclosures, and hard-sided containers of the Municipal Code, to provide exceptions to certain commercial establishments. This request was received from a local business owner, who claimed it was impossible to teach guests to properly dispose of waste in regulation-compliant refuse containers, and regulations should be softened to allow open containers during operational hours. Daytime regulations and enforcement for commercial waste are standard in mountain communities, and many surrounding municipalities have similar if not stronger regulations than the Town. Board discussion ensued and has been summarized: The small size of the police department was noted with recognition that code enforcement remains a one-person operation, making constituent reporting the main tool in addressing non-compliance; this reliance can lead to major disparities in enforcement, education and penalization; staff noted that enforcement begins with education rather than a citation, and PD makes a concerted effort to not penalize businesses on their first few offences; the dramatic increase in calls related to bears and trash; concern was heard related to administration and enforcement should exceptions be allowed; permitting exceptions to the ordinance could create pushback on other regulations; the spirit of the law was bear protection, and those attracting bears to their property due to poor security or non-compliance should be subject to penalties; staff were encouraged to increase fines for non- compliant businesses with “rummaged” trash; there are no other instances in which the code allows exceptions to better fit individuals and/or specific businesses. Board consensus was to maintain the current code and Code Enforcement would continue to use discretion with business owners when bear incidents occur. TRUSTEE & ADMINISTRATOR COMMENTS & QUESTIONS. None. FUTURE STUDY SESSION AGENDA ITEMS. It was requested and determined to schedule Guiding Philosophy for Events for November 25, 2025, and Trustee Igel requested a discussion on parking charges during weekdays in advance of the 2026 parking season. There being no further business, Mayor Hall adjourned the meeting at 6:36 p.m. Sarah Stoddard Cameron, Recording Secretary DRA F T Town of Estes Park, Larimer County, Colorado September 9, 2025 Minutes of a Study Session meeting of the TOWN BOARD of the Town of Estes Park, Larimer County, Colorado. Meeting held at Town Hall in the Board Room in said Town of Estes Park on the 9th day of September, 2025. Board: Mayor Hall, Mayor Pro Tem Cenac, Trustees Brown, Hazelton, Igel, Lancaster and Younglund Attending: Mayor Hall, Mayor Pro Tem Cenac, Trustees Brown, Hazelton, Igel Also Attending: Town Administrator Machalek, Deputy Town Administrator Damweber, Attorney Kramer, Recording Secretary Stoddard Cameron Absent: Trustees Lancaster and Younglund Mayor Hall called the meeting to order at 5:30 p.m. BUSINESS FEEDBACK ON USE OF GOLF CARTS ON TRAILS. Director Greear provided the board with a presentation on the current regulatory standing of golf carts and other mechanized micromobility devices. The Estes Park Municipal Code (EPMC) does not address the use of golf carts on Town maintained trails and roadways. Chapter 9.18 of the Municipal Code references ‘micromobility device (MD)’, defined as small human or electric-powered device such as a bike or scooter and requires MD users yield to pedestrians and not exceed a speed limit of six (6) mph on sidewalks and fifteen (15) mph on multi-use paths. In Colorado Revised Statute (CRS) 42-1-102(39.5), the State provides a definition for golf carts, classifying them as self-propelled vehicles not primarily designed for operation on roadways. This distinction allows municipalities to self-regulate golf carts similarly to MDs, as they are not defined as motor vehicles under the statute. While very little regulation on golf carts exists at the state level, CRS 42-4- 111. Powers of Local Authorities prohibits the use of golf carts on state highways except to cross predefined paths and provides further regulations for operators. Staff reached out to surrounding municipalities and gathered information on their policies regarding golf carts and MDs, identifying many do not allow golf carts or MDs on any municipal owned trails and shared-use paths. Enforcement of these policies was uncertain, although some municipalities, including Lyons, authorize use on specific roadways and trails. Several local businesses have expressed interest in utilizing golf carts and requested the Town Board review the matter. Staff stated any amendment or addition to the code would be for commercial use only, and the Town would require a permit for each cart in use. Hannah Hochstetler Breining/Hochstetler Resorts stated Hochstetler Resorts had used golf carts in the past to transfer laundry between two of their properties, the Appenzell Inn and Estes Mountain Inn, to a central facility. She stated law enforcement had requested the business desist from operating golf carts for this purpose. As such, the business deferred to gas powered Ford F150’s or electric tricycles to complete the estimated 100-yard journey creating traffic delays, greater fiscal burden, and was not as environmentally friendly as the disused golf carts. Board discussion ensued and has been summarized: The environmental impacts of using gas versus electric powered vehicles; concern was heard to the safety of operating golf carts and MDs on paths and roadways, noting speed limit and path width; usage would be prohibited on certain multi-use paths, including the Lake Estes Trail; desire for travel distance limitation was expressed; it was noted the current signage on public trails states no motorized vehicle use, with an exception to e-bikes; and DRA F T Town Board Study Session – September 9, 2025 – Page 2 questioned whether there were any known golf cart injuries or deaths caused by similar commercial use. It was determined staff would draft a policy for commercial golf cart permits which regulate speed limits, distance traveled per trip, require driver education and certification(s), outline use on roadways, trails, multi-use paths and sidewalks to be considered on a case-by case basis and prohibit use on certain multi-use paths, including the Lake Estes Trail. WILDLIFE PROTECTION ORDINANCE PROVISIONS FOR COMMERCIAL BUSINESSES. Deputy Town Administrator Damweber stated Town Board direction was requested on whether staff should bring forward revisions to the Wildlife Protection Ordinance, Sections 7.20.020 – Standards for wildlife resistant containers, hard-sided containers, and grease bins and 7.20.030 – Maintenance and operation of wildlife resistant containers, wildlife resistant enclosures, and hard-sided containers of the Municipal Code, to provide exceptions to certain commercial establishments. This request was received from a local business owner, who claimed it was impossible to teach guests to properly dispose of waste in regulation-compliant refuse containers, and regulations should be softened to allow open containers during operational hours. Daytime regulations and enforcement for commercial waste are standard in mountain communities, and many surrounding municipalities have similar if not stronger regulations than the Town. Board discussion ensued and has been summarized: The small size of the police department was noted with recognition that code enforcement remains a one-person operation, making constituent reporting the main tool in addressing non-compliance; this reliance can lead to major disparities in enforcement, education and penalization; staff noted that enforcement begins with education rather than a citation, and PD makes a concerted effort to not penalize businesses on their first few offences; the dramatic increase in calls related to bears and trash; concern was heard related to administration and enforcement should exceptions be allowed; permitting exceptions to the ordinance could create pushback on other regulations; the spirit of the law was bear protection, and those attracting bears to their property due to poor security or non-compliance should be subject to penalties; staff were encouraged to increase fines for non- compliant businesses with “rummaged” trash; there are no other instances in which the code allows exceptions to better fit individuals and/or specific businesses. Board consensus was to maintain the current code and Code Enforcement would continue to use discretion with business owners when bear incidents occur. TRUSTEE & ADMINISTRATOR COMMENTS & QUESTIONS. None. FUTURE STUDY SESSION AGENDA ITEMS. It was requested and determined to schedule Guiding Philosophy for Events for November 25, 2025, and Trustee Igel requested a discussion on parking charges during weekdays in advance of the 2026 parking season. There being no further business, Mayor Hall adjourned the meeting at 6:36 p.m. Sarah Stoddard Cameron, Recording Secretary DRA F T Town of Estes Park, Larimer County, Colorado, September 9, 2025 Minutes of a Joint meeting of the ESTES PARK SCHOOL DISTRICT BOARD and the TOWN BOARD of the Town of Estes Park, Larimer County, Colorado. Meeting in the Board Room in said Town of Estes Park on the 9th day of September, 2025. Board: Mayor Hall, Mayor Pro Tem Cenac, Trustees Brown, Hazelton, Igel, Lancaster, and Younglund School Board: President Ferree, Vice President Kendall, Directors Davis, Shochat, and Wyss Also Attending: Town Administrator Machalek, Deputy Town Administrator Damweber, Town Attorney Kramer, Police Chief Stewart (virtual), Director Featherston, and Town Clerk Williamson School Board Superintendent Bode Absent: Trustees Lancaster and Younglund Mayor Hall called the meeting to order at 3:30 p.m. DISCUSSION ON A PROPOSAL FOR A LAND EXCHANGE BETWEEN THE SCHOOL DISTRICT AND THE TOWN FOR THE PURPOSES OF CONSTRUCTING A NEW POLICE DEPARTMENT FACILITY. Deputy Town Administrator Damweber reviewed the deficiencies of the current police facility located in Town Hall which included the lack of secure parking segregated from tourists, inadequate physical controls for safely transferring arrestees from vehicles to holding cells (sally port), inadequate secure and integrated evidence storage, lack of emergency operations center integration, and a lack of communications center integration. The Town established site review criteria for a new facility: central location to optimize response, safe and secure facility, operational suitability, site and environmental characteristics, public access, and financial and logistical feasibility. The Town and the School District had been engaged in discussions through the Long Range Planning Committee over the past year on the potential of shared space for other municipal and school functions due to the declining enrollment. It was determined through the established site review criteria that “Top Field” would be a viable site for a new police facility. The Town proposed to the school administration a land swap of three (3) acres of Town owned land adjacent to the school property which currently houses the school CTE building through a lease between the entities for approximately three (3) acres known as “Top Field”. The land swap would require a vote of the citizens of Estes Park. Deputy Town Administrator Damweber further noted the Town staff had reviewed over 16 properties, including property owned by the Bureau of Reclamation (BOR) next to the fire station and Town owned properties, and continues to review options that include both properties on and off the market. The proposal would allow the School District to relocate a playground closer to the school, enhance security for the students, faculty, and staff through reduced response time and deterrence; provide an opportunity to address traffic issues that exist with school access and improve drop off and pick up at the elementary; and increase relationship building opportunities. The proposal has garnered concerns and questions from the School Board and the community including the School District’s need to complete a Master Planning process before considering the proposal; the existence of leases for the CTE building and the bike track; deed restrictions on the Stanley property; liability for bike track property for the School District; traffic during drop-off and pick-up; other possible uses for “Top Field” such as DRA F T Town Board & School Board Joint Session – September 9, 2025 – Page 2 housing for teachers; noise from police sirens; and safety concerns related to arrests, sex offenders registry, and emergency vehicles responding to calls. Town Board discussion was heard and summarized: commented that a previous facility needs assessment determined an approximately 30,000 square footage building would be needed to accommodate the current and future police facility needs for the next 10 to 15 years; questioned if the School District’s facilities master planning, strategic planning and feasibility study could be conducted concurrently to continue to move the land swap discussions forward; questioned if the minimum acreage needed for the facility could be decreased; questioned if parking could be placed on top of the building or below grade; comment on the emotional reaction by the public to the location and suggested as the facts are know that the public would come to understand the location would in fact be reasonable; and commented the proposal needs to be reviewed by the School District before further negotiations can be considered. School Board discussion was heard and summarized: questioned why the new police facility would require three (3) acres; questioned the construction timeline; noted it would be difficult to move forward until the master plan has been completed; stated it would be good to determine if the proposal would be within the realm of possibility or not; stated it would be good for the community to understand why the other locations would not meet the search criteria or where not available; suggested the architects for the District’s master plan could evaluate the police station proposal; and questioned why the police facility could not be co-located next to the fire station on BOR land. Director Featherston noted the proposed police facility would be a one-story building to reduce construction cost, contain 75 parking spaces, and require additional setbacks from rights of ways for safety issues and site distances. He stated a two-story building could be built on a smaller parcel; however, the construction costs would increase. The construction cost has been estimated at $30 million with an 18-month construction. Town Administrator Machalek stated the Town would provide a list of Town owned parcels reviewed and why they are not suitable, such as deed restrictions. He further noted the BOR has a long process to establish a special use permit, and commented on the current infrastructure on the BOR land that would need to be relocated and the cost associated would be cost prohibitive. School Superintendent Bode stated concern with making a recommendation to the School Board on entering negotiations until the School District understands how the school facilities and grounds would be managed moving forward. The development of a 20-to-30-year master plan would determine the funding needed for the maintenance of facilities and how it would integrate with the academic plan. She noted the master plan should be completed by the end of the school year, providing the School Board and the Long Range Planning Committee the opportunity to further review the proposal. The School Board would provide direction on next steps on the proposal and encourage multiple opportunities for the community to engage in discussion if the proposal moves forward. There being no further business, Mayor Hall adjourned the meeting at 4:34 p.m. Jackie Williamson, Town Clerk DRA F T Town of Estes Park, Larimer County, Colorado, June 17, 2025 Minutes of a Regular meeting of the ESTES PARK PLANNING COMMISSION of the Town of Estes Park, Larimer County, Colorado. Meeting was held in said Town of Estes Park on June 17, 2025. Commission: Chair Charles Cooper, Vice Chair David Arterburn, Dick Mulhern, Chris Pawson Attending: Commissioners Cooper, Arterburn, Mulhern, Pawson, Community Development Director Steve Careccia, Senior Planner Paul Hornbeck, Town Attorney Greg White, Town Board Liaison Frank Lancaster, Recording Secretary Karin Swanlund Absent: None Chair Cooper called the meeting to order at 1:30 p.m. There were approximately 35 people in the audience. INTRODUCTIONS Commissioners and staff introduced themselves. AGENDA APPROVAL It was moved and seconded (Arterburn/Pawson) to approve the agenda. The motion passed 4-0. CONSENT AGENDA 1. Planning Commission Meeting Minutes dated May 20, 2025 It was moved and seconded (Mulhern/Arterburn) to approve the consent agenda. The motion passed 4-0. PUBLIC COMMENT: None ACTION ITEMS: 1. ORDINANCE 09-25, AMENDING SECTION 5.3 OF THE ESTES PARK DEVELOPMENT CODE REGARDING VEHICLE-BASED ACCOMMODATIONS FOR SEASONAL EMPLOYEES. Senior Planner Hornbeck requested approval of the amendment to extend the VBASE pilot for an additional year by amending the automatic repeal date to October 31, 2026, and to amend the access requirements for electric and water for qualified occupants of the Vehicle-Based Accommodations for Seasonal Employees program, according to § 5.3.D.7. of the EPDC. Commissioner Arterburn questioned the administrative order of this code amendment, asking how the code adjustment can be approved through October 2026 when the statute approved by the board sunsets in April 2026. Senior Planner Hornbeck explained that that would also be amended as part of this proposal. Senior Planner Hornbeck noted that generators are not allowed, so noise will not be a problem. There have been no applicants to date. This update aims to encourage participation. Commissioner Pawson had concerns about allowing this without an electric hookup. Senior Planner Hornbeck explained that extension cords will be allowed for power. Wastewater will need to be dumped at an approved site. This is not proposed for residential zoning. It was moved and seconded (Mulhern/Arterburn) to forward a recommendation of approval to the Town Board of Trustees of the Code Text Amendment of § Planning Commission – June 17, 2025 – Page 2 5.3.D.7., to extend the one-year pilot program and to amend the access requirements for electric and water connections for the Vehicle-Based Accommodations for Seasonal Employees (VBASE) program, in accordance with the findings of fact outlined in the staff report. The motion passed 3-1 with Commissioner Pawson voting no. 1. ORDINANCE 08-25 REZONING 685 PEAK VIEW DRIVE FROM E-1 (ESTATE) TO R (SINGLE-FAMILY RESIDENTIAL), FRANK THEIS, CMS PLANNING AND DEVELOPMENT, INC., (OWNER-APPLIANT) DAVID EMERSON, HABITAT FOR HUMANITY OF THE ST. VRAIN VALLEY/APPICANT. Commissioner Pawson recused himself from this item and left the dais. Senior Planner Hornbeck reported that the applicant's request to rezone the subject parcel from E-1 (Estate) to R (Single-Family Residential). A conceptual subdivision plan depicts twelve residential lots ranging in size from approximately 9,000 square feet to 18,000 square feet and an open space tract of 30,000 square feet. Access is shown to eleven lots from a new cul-de-sac that would align with Twin Drive. Access to the other lot would be via the private driveway to the west. Staff recommends that the Planning Commission forward to the Town Board a recommendation of approval of the proposed Zoning Map Amendment, subject to the following condition(s): 1. Future subdivision shall include a minimum of eight lots that shall be deed restricted as "attainable" to households earning a maximum of 115% of the Larimer County Area Median Income and in accordance with the requirements of Development Code Section 11.4. 2. All subsequent subdivision applications shall generally conform to the conceptual subdivision plan, including access, open space, lot size and layout, unless otherwise expressly approved by the Board of Trustees. Key issues discussed by the Commission included dwelling units per acre, altering the plan once approved, drainage and wildfire risks, with plans to include a retention pond as part of the open space to help manage runoff. Attorney White did not consider this to be spot-zoning as the ultimate use is residential. Per the application, access to the development will be via a cul-de-sac, selected due to safety and grading constraints. If the project is approved, coordination with the school district will be necessary to ensure school bus access. Accessory Dwelling Units (ADUs) were also a topic of discussion with the Commissioners. Senior Planner Hornbeck stated that ADUs would be allowed on all lots that meet the minimum lot size requirements. The size of each ADU would be based on the size of the primary residence. While ADUs are permitted under current zoning, their cumulative effect on density, parking and traffic was acknowledged. When asked about deed restrictions, Attorney White clarified that deed restrictions run with the property, not the owner. Any future changes to the development would require new approvals. A deed restriction will be placed on the property prior to subdivision approval. The requested waiver for the Development Plan aligns with current application practices. The existing E1 zoning was grandfathered in from the 2000 rezoning, although many properties in the area may not meet the current minimum acreage requirements. It's unclear how many adjacent property owners fall into this category. However, the conditions of approval will prevent any changes to the subdivision plan and do not constitute spot zoning, according to Attorney White. Per the staff report, the fire district did not oppose the proposed cul-de-sac, and the school district did not submit any comments. The Town has not yet received a copy of the agreement between the applicant and Habitat for Humanity. Planning Commission – June 17, 2025 – Page 3 As part of the approval, the applicant volunteered that the Habitat contract can be added to the list of required conditions. David Emerson, Executive Director, Habitat for Humanity of the St. Vrain Valley, provided an overview of Habitat for Humanity's mission and role in the proposed development: • Habitat serves households earning below 80% of the Area Median Income (AMI), with a strong focus on long-term homeownership, low foreclosure rates, and positive community impact. • He acknowledged that the current contract is complex and that Habitat's future involvement is not guaranteed. • He emphasized the importance of including attainable housing with deed restrictions to preserve long-term affordability. • The homes would be affordable, all-electric, and potentially include solar power integration. • Lots would be sold at or below appraised value, with financing options available to help maintain affordability for qualifying families. • Emerson confirmed that a Homeowners Association (HOA) would be necessary to manage the open space tract included in the development. Citizens speaking against the proposed rezoning included: Christann Higley/Town resident, Christy Jacobs/Town Resident, Jed Eide/Town resident, Dan Scace/Town resident, Laura Rustin/Town resident, Norma McKern/County resident, Larry Bader/Town resident, Steve Wende/Town resident, Kristine Poppitz/County Resident, and John Guffey/Town resident. Areas noted for concern included: increased traffic in the area, environmental impacts, especially to wildlife, neighborhood compatibility issues posed with rezoning to smaller lots, illegal spot zoning allegations, among other concerns. Scott Moulton, Executive Director, Estes Park Housing Authority/Town Resident, and Sara Barwinski/Town resident, emphasized the critical need for workforce and attainable housing, praising Habitat for Humanity's role and track record. Staff and legal counsel emphasized that the adoption of the 2022 Comprehensive Plans represents a significant change in conditions, which helps support the proposal. Changes in conditions can include both physical development and planned land use updates and are not limited to a specific area. The Plan envisions Suburban Estate areas as accommodating single-family homes with accessory dwelling units (ADUs), within a medium-density context, defined as ¼-acre lots. A 15% reduction in lot size is permitted due to open space requirements, and the proposed half-acre lots have been deliberately sized to prevent further subdivision. These lots will be sold at market rate. The Commission made comparisons to nearby grandfathered, non-conforming lots that do not meet current zoning standards. Traffic and safety concerns, particularly the blind curves on Peak View Drive, were also discussed by the Commission. If the project is approved, a sidewalk or multi-use trail along Peak View Drive will be required, according to Frank Theis, the applicant. Commissioners acknowledged public concerns, including compatibility with the neighborhood, density, and traffic, but also recognized the pressing housing needs in the area and the importance of implementing the Comprehensive Plan's goals. It was noted that no property value declines have been observed near Habitat for Humanity projects, locally or nationally. Commissioner Mulhern expressed appreciation for the Planning Department's work in managing a complex and evolving development landscape. Planning Commission – June 17, 2025 – Page 4 It was moved and seconded (Cooper/Arterburn) to forward a recommendation of approval to the Town Board, subject to the stated conditions. • Future subdivision shall include a minimum of eight lots that shall be deed restricted as attainable households, earning a maximum of 115% Larimer County AMI, in accordance with requirements of Development Code Section 1.4 • All subsequent subdivision applications shall be in general confirmation with the conceptual subdivision plan depicted, including access, open space, lot size, layout, unless otherwise expressly approved by the Board of Trustees. The motion passed 3-0. DISCUSSION ITEMS: 1. June 25 will be the Development Code update open house. Planning Commission members are encouraged to attend. 2. The date of future joint study sessions has not yet been set. Commissioner Arterburn acknowledged the tensions inherent in implementing the comprehensive plan and evolving community needs. It was suggested that staff consider providing more detailed density and adjacent areas in future proposals for better clarity. With no further business, Chair Cooper adjourned the meeting at 3:35 p.m. _________________________________ Chuck Cooper, Chair Karin Swanlund, Recording Secretary The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Carlie Bangs, Housing and Childcare Manager Department: Town Administrator’s Office Date: September 23, 2025 Subject: Resolution 86-25 Amended MOU with Estes Park Housing Authority for Funding of Fish Hatchery Workforce Housing Type: Resolution Objective: Consider the amended Memorandum of Understanding (MOU) between the Town and the Estes Park Housing Authority (EPHA) for the Fish Hatchery Workforce Housing Development. Present Situation: On April 9, 2024, the Town signed a Memorandum of Understanding (MOU) with EPHA whereby the Town agreed to reimburse up to $2 million to EPHA in exchange for handling community outreach, preliminary design, and other predevelopment tasks necessary to develop workforce housing on the Town-owned Fish Hatchery parcel. The $2 million was provided to the Town by Larimer County specifically for this project. It was initially understood that the source of the funding was a portion of the County’s American Rescue Plan Act (ARPA) allotment. However, it was subsequently determined that ARPA was not actually the source, which is important to note because the funding is not subject to the same requirements and restrictions as ARPA funds, including the timeframe in which it must be spent. The Town has already received the funds from Larimer County and reimbursed EPHA for $162,438 in expenditures to date. Proposal: The amended MOU between EPHA and the Town is attached (Attachment 2). This amended MOU reflects the requirements of the Town as a grant recipient and EPHA as a sub-grantee, including removal of the restrictive ARPA-related language while keeping with the original intent and spirit of the grant. The amended MOU allows for the transfer of the remaining $2 million in awarded grant funds to EPHA in advance of its future expenses on work necessary to develop the Fish Hatchery as envisioned, rather than reimbursement. It extends the timeline to December 31, 2027, while including milestones that track with the intentions in the original agreement with the Town and EPHA. As a sub-grantee, EPHA will be required to account for all expenditures and reporting. Advantages: • Removes restrictive language and requirements related to federal ARPA funds. • Allows for more time to fully vet and execute phase one of the project. • Does not require reimbursement of funds and will grant the remaining funds to EPHA for expenditure. Disadvantages: None. Action Recommended: Approval of Resolution 86-25. Finance/Resource Impact: Transfer of $1,837,562 from Workforce Housing and Childcare account, allocated grant funding to Estes Park Housing Authority. Level of Public Interest: Low. Sample Motion: I move for the approval/denial of Resolution 86-25. Attachments: 1. Resolution 86-25 2. Original MOU Executed April 2025 3. Amended MOU with EPHA RESOLUTION 86-25 A RESOLUTION APPROVING A REVISED MEMORANDUM OF UNDERSTANDING WITH ESTES PARK HOUSING AUTHORITY FOR THE FISH HATCHERY HOUSING PROJECT WHEREAS, the Town of Estes Park and Larimer County entered into a Grant Agreement on April 8, 2025, to provide the Town $2 million in funding for the development of the Fish Hatchery Housing project; and WHEREAS, the Town previously obligated the funds to Estes Park Housing Authority as the developer of the project; and WHEREAS, the Town and the Estes Park Housing Authority desire to update their April 9, 2024 Memorandum of Understanding on the subject to reflect the current Grant Agreement; and WHEREAS, the Town intends to transfer the remainder of the $2 million in awarded grant funds to the Housing Authority in advance of its future expenses toward the project. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: The Board approves, and authorizes the Mayor to sign, the memorandum of understanding referenced in the title of this resolution in substantially the form now before the Board. DATED this 23rd day of September , 2025. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney Attachment 1 Attachment 2 Attachment 3 FIRST AMENDED AND RESTATED MEMORANDUM OF UNDERSTANDING BETWEEN THE TOWN OF ESTES PARK AND THE ESTES PARK HOUSING AUTHORITY TO OBLIGATE FUNDS FOR THE DEVELOPMENT OF HOUSING AT THE FISH HATCHERY PROPERTY THIS FIRST AMENDED AND RESTATED MEMORANDUM OF UNDERSTANDING MOU"), is effective this .k day of 5-,tJkW, 2025, by and between the ESTES PARK HOUSING AUTHORITY ("EPHA") and the TOWN OF ESTES PARK ("Town"), a Colorado municipal corporation. RECITALS A.The Estes Park Housing Authority was formed by the Town on April 7, 1993 through Resolution 15-93, and is organized under part 2 of article 4 of title 29, Colorado Revised Statutes. B.Larimer County has granted $2 million in funds ("Grant funds") to the Town for assistance with project costs for development of workforce housing at the Town's Fish Hatchery property, by that certain Grant Agreement between the Town and Larimer County, dated April 8, 2025 ("Grant Agreement"). This development is currently envisioned to construct approximately 190 new workforce housing units at the property, located on Fish Hatchery Road. C.EPHA is willing to begin the development process at the Fish Hatchery. D.The Town obligated the Grant funds to EPHA for this purpose via a memorandum of understanding dated April 9, 2024 ("Prior MOU"). Subsequently, the Town and County superseded and replaced their prior agreement with the current Grant Agreement. E.The Town has spent $162,438 of the Grant funds on the project and wishes to transfer the remainder to EPHA pursuant to the terms of this MOU. F.The Town and EPHA intend to amend and restate the terms of the Prior MOU via this MOU, to align with the Grant Agreement and to provide for transfer of the remainder of the $2 million in awarded Grant funds to EPHA in advance of its future expenses on work necessary to develop the Fish Hatchery as envisioned, rather than reimbursement to EPHA in arrears. 1 2 NOW, THEREFORE, IN CONSIDERATION OF THE FOREGOING RECITALS AND MUTUAL PROMISES CONTAINED HEREIN, THE TOWN AND EPHA AGREE AS FOLLOWS: 1. EPHA shall begin work that is prerequisite to the development of workforce housing at the Fish Hatchery (“Development”). This work may include the services described in the attached Exhibit A – Scope of Services, and may include any other work approved in writing by the Town, acting by and through its Town Administrator or designee (“Work”). 2. The Town shall promptly transfer the remainder of the Grant funds to EPHA for the Work, subject to section 19 below. EPHA shall report its expenditures from these funds to the Town periodically, but no more frequently than once a month. Each report shall contain an itemized statement of the expenses on the Work since the previous report. The Town will approve each report which it finds to be in accordance with this MOU within forty-five days of its receipt. If Town questions any part of a report, finds any part of a report does not conform to this MOU, or claims the right to deny approval of any part of a report, it will promptly notify EPHA of the question or nonconformity. At the Town’s request, due to non-approval of the use of the funds by the Town, County, State of Colorado, the federal government, or otherwise, EPHA shall disallow and undo the use of the Grant funds for the expenditures itemized, and shall instead pay those expenses with other suitable funds under its control. If requested by the Town based on a request from the County, State of Colorado, or the federal government, EPHA shall promptly transfer all unspent Grant funds back to the Town, and the parties will return to the arrangement for reimbursements for the Work, as described in the Prior MOU, from that point forward. 3. EPHA shall only be entitled to use the Grant funds for expenses that are eligible under the Grant Agreement, and that are therefore approved by Larimer County. Only expenses within the time period allowed under the Grant Agreement are allowable under this MOU. EPHA must provide all documentation necessary to ensure compliance with all applicable laws and regulations. EPHA will provide all the detail necessary to establish expense eligibility, including for purposes of the quarterly report described in section 4 of the Grant Agreement, and shall report to the Town any work disapproved by the County, the State of Colorado, or the federal government under any applicable review process. 3 4. EPHA shall, whenever requested by the Town and upon exhaustion of the Grant funds, within ten business days provide the Town a detailed analysis demonstrating that the contribution of the Grant funds has decreased the projected eventual rents to be charged for the homes to be constructed at the Development, and quantifying the decreases. This term shall survive termination of the MOU. 5. Suspension: EPHA shall immediately pause or cease Work whenever requested by the Town. No expenditures shall occur during such a period of suspension. 6. Permits and Licenses: EPHA shall ensure that all permits and licenses are secured, and all applicable charges, files, and taxes are paid, and all notices given, that are necessary and incidental to the lawful prosecution of the Work. Anyone conducting business in the Town of Estes Park is required to have a business license which can be obtained from the Town Clerk’s Office. EPHA and all its subcontractors shall carry insurance commensurate with that typically required by the Town for such work. 7. Independent Contractor: EPHA shall perform all Work under this MOU as an independent contractor, and not as an agent or employee of Town. No employee or official of Town shall supervise EPHA. EPHA shall exercise no supervision over any employee or official of Town. EPHA shall not represent that it is an employee or agent of the Town in any capacity. EPHA’s officers, employees and agents are not entitled to Workers' Compensation benefits from the Town, and EPHA is obligated to pay any federal and state income tax on money earned under this MOU. Except as this MOU expressly states, EPHA shall, at its sole expense, supply all buildings, equipment and materials, machinery, tools, superintendence, personnel, insurance and other accessories and services necessary. This MOU is not exclusive; subject the terms of this MOU, Town and EPHA may each contract with other parties. 8. Provisions Construed as to Fair Meaning: Any tribunal enforcing this MOU shall construe its terms as to their fair meaning, and not for or against any party based upon any attribution to either party. 9. Notice: Any notice required or permitted by this MOU will be deemed effective when personally delivered in writing or three (3) days after notice is deposited with the U.S. Postal Service, postage prepaid, regular mail, and addressed as follows: Estes Park Housing Authority Town of Estes Park Attn: Executive Director Attn: Town Administrator 4 P O Box 1200 P O Box 1200 Estes Park, CO 80517 Estes Park, CO 80517 10. Term. This MOU shall remain in effect until the project is complete or all funds under the Grant Agreement have been exhausted to the extent possible, in the determination of the Town. It may also be terminated by either party as described below. Terms of this MOU which by their nature extend beyond the MOU term shall be considered to survive termination. 11. Termination: a. In addition to any other available remedies, either party may terminate this MOU if the other party fails to cure a specified default within seven (7) days of receiving written notice of the default. The notice shall specify each such material breach, in reasonable detail. b. Town may, at any time, terminate performance of the work, in whole or in part, for its own convenience. The Town may effect such termination by giving EPHA written Notice of Termination specifying the extent and effective date of termination. The Town shall determine the portion of work completed. c. If either party so terminates, EPHA shall promptly deliver to the Town all Grant funds that it has not spent or irrevocably obligated for expenditure, as well as all drawings, computer programs, computer input and output, analysis, plans, photographic images, tests, maps, surveys and writer’s materials of any kind generated in the performance of its Work under this MOU up to and including the date of termination. 12. Nondiscrimination and Equal Pay. EPHA agrees that all hiring by EPHA of persons performing this MOU shall be on the basis of merit and qualifications. EPHA will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. EPHA will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. 5 EPHA represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA the Colorado Equal Pay Act). EPHA must report to Larimer County any violations of the Colorado Equal Pay Act that EPHA has been found guilty of within 60 days of such finding for violations occurring during the term of this MOU. EPHA shall require these nondiscrimination terms of its subcontractors providing services under this MOU. 13. Assignment and Delegation: Except as stated, neither party may assign its rights or delegate its duties under this MOU without the express written approval of the other. 14. Entire Agreement. This MOU embodies the entire agreement of the Parties. There are no promises, terms, conditions, or obligations other than those contained herein, and this MOU supersedes all previous communications, representations, or agreements, either verbal or written, between the Parties, including the Prior MOU. This MOU may not be modified or amended except by written agreement of the parties. 15. Governmental Immunity. The Parties understand and agree that each party is relying on and does not waive, by any provision of this MOU, the monetary limitations, terms or any other rights, immunities, and protections provided by the Colorado Governmental Immunity Act, Section 24-10-101, C.R.S., as from time to time amended, or otherwise available to the Parties or any of their officers, agents or employees. 16. Performance at EPHA’s Expense. EPHA shall supply all personnel, buildings, equipment and materials at EPHA’s sole expense. 17. Provisions Construed as to Fair Meaning. Any tribunal enforcing this MOU shall construe it as to its fair meaning, and not for or against any party based on attribution to either party of the language in question. 18. Compliance with Ordinances and Regulations. EPHA shall perform all obligations under this MOU in strict compliance with all applicable federal, state, and local laws, rules, statutes, ordinances, and regulations. 19. Financial Obligations of Town. The Town’s payments under this MOU are contingent upon appropriation, budgeting, and availability of specific funds. Nothing in this MOU constitutes a debt, a direct or indirect multiple fiscal 6 year financial obligation, a pledge of the Town’s credit, or a payment guarantee by the Town to EPHA. 20. Reliability of Reports. EPHA represents that all information EPHA has provided or will provide to the Town is true and correct and the Town can rely on that information in modifying or making payments, or taking any other action concerning this MOU. Any intentional, false or misleading material information or omission is just cause for the Town to terminate this MOU and to pursue any other available remedy. 21. Waiver. No waiver of any breach or default under this MOU shall be a waiver of any other breach or default. 22. Severability. Invalidation of any specific provisions of this MOU shall not affect the validity of any other provision of this MOU. 23. Counterpart Signatures. This MOU shall become effective only when the Town receives one or more copies duly signed by all parties. Parties may sign separate duplicates of this MOU. So long as all parties sign, the signed duplicates shall constitute one MOU, and the MOU shall be effective as to all parties. ESTES PARK HOUSING AUTHORITY By: ____________________________ TOWN OF ESTES PARK By: _________________ Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Greg Muhonen, Civil Engineer II (Stormwater) Department: Public Works Department Date: September 23, 2025 Subject: Resolution 87-25 Professional Services Agreement and Construction Contract with High Plains Excavation & Aggregate LLP for the Performance Park Bridge Replacement Type: Resolution Objective: Public Works (PW) staff seek Town Board approval of Resolution 87-25 which awards both a Professional Service Agreement and a Construction Contract to High Plains Excavation & Aggregate for the design and construction of a new prefabricated bridge over Fall River at the Performance Park Amphitheater. Present Situation: In July of 2024, PW staff observed settlement of the south bridge abutment and separation from the concrete bridge deck. The decision was made to close the bridge to vehicular traffic loads but keep the bridge open to bicyclists and pedestrians. In May of 2025, subsequent inspection of the existing bridge confirmed increased settlement of the south abutment and additional undermining of both the north and south abutments. The decision was made to close the bridge and remove the bridge deck preemptively before it collapsed and obstructed the river channel during the high spring runoff flows. Bridge deck removal was completed on June 26, 2025. In July, an Invitation to Bid was published to seek bids for a consultant/contractor team to design and construct a new prefabricated bridge at this location. The design-build approach was selected in an effort to have a new bridge installed prior to the 2026 summer event needs in Performance Park. The new bridge is expected to be 10’ wide, 40’ long, and designed to carry vehicle loads up to 10,000 pounds so that it will service the performance needs at the amphitheater. After three weeks of advertising, two bids were received and opened on August 7, 2025 as summarized in the following table. COMPANY CITY TOTAL FEE Public Works Engineering staff have confirmed the contractor’s suitable production capabilities and past experience performing projects of similar cost and complexity. Proposal: PW staff propose the Town Board approve award of the two contracts to the local team of High Plains Excavation & Aggregate and Van Horn Engineering & Surveying for the replacement of the Performance Park Bridge. Advantages: • Award of this relatively straight forward project provides an opportunity for the Town to support local firms and recirculate tax dollars back into the local economy. Furthermore, this contract could help expand the local team’s expertise and potentially improve their bonding capacity which could improve their ability to secure additional related work in the future. • Contract award to the low bidder will save the taxpayers over $111,000 compared to the second bidder. • Reconstruction of this bridge restores direct vehicle and pedestrian access to the Performance Park amphitheater which eliminates the need for equipment delivery vehicles to travel to the amphitheater from Filbey Court via the Fall River Trail. This improves safety for trail users. Disadvantages: • The low bidding team did not document experience building bridges for Colorado public agencies using CDOT Road & Bridge specifications; however the design firm has designed single span bridges in Colorado for private-sector clients and the bridge fabricator is appropriately experienced and credentialled. The proposed concrete subcontractor performed the cast-in-place concrete work for the Town’s parking structure, and is capable of properly building the foundations for this bridge. • Selecting a local contractor whose bid is 27% below the next lowest offer can raise concern about construction delays and conflict if the bidder has not fully anticipated the project’s scope; however, the low bid remains above the engineer’s estimate which suggests all elements of the project have been considered and the bid price is still within a reasonable range. Action Recommended: Public Works staff recommend approval of Resolution 87-25. Finance/Resource Impact: The adopted 2025 budget includes $600,000 for this project in Fund 265 (1% sales tax fund for stormwater management). The recommended contracts for the project will encumber $404,964 which includes a contingency of $50,000 in the form of a Force Account line item in the bid schedule. This project is replacing an existing bridge and will not cause any new operational or maintenance expenses for the Town. Level of Public Interest: Staff expects a low level of public interest in this item. Sample Motion: I move for the approval/denial of Resolution 87-25. Attachments: 1. Resolution 87-25 2. Professional Services Agreement 3. Construction Contract 4. Concept drawings 5. Bid Tabulation RESOLUTION 87-25 APPROVING A PROFESSIONAL SERVICES AGREEMENT AND A CONSTRUCTION CONTRACT WITH HIGH PLAINS EXCAVATION & AGGREGATE LLP FOR THE PERFORMANCE PARK BRIDGE REPLACEMENT WHEREAS, the Town Board wishes to enter a professional services agreement and a construction contract referenced in the title of this resolution for design and construction of the Performance Park Bridge Replacement. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: The Board approves, and authorizes the Mayor to sign, the professional services agreement and the construction contract referenced in the title of this resolution in substantially the form now before the Board. DATED this day of , 2025. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney Attachment 1 Attachment 2 TOWN 01 ESffS PAR1'__ CONSTRUC1'10N CONTRACT PERFORMANCE PARK RRIOGE RF:Pl,AC�'.MF.NT THIS CONTRACT is made at 1hc Town of Bs1cs Park. Colorado, by and between 1he Town ofEsics Park. Color.,ido (Town), a mu.oici pal corporation. and High Plains Excavation &Aggregate, LI .. P (Contractor}, a CoJorndo limited liability purtncrship, whose address is 96J Juniper Laoc, E.�tes Park, CO 80517, In consideration of these mutual covenanls and conditions, the Town and Con!fac1or agree osfollows: SCOPE Of' WORK. The Contractor shall execute the entire Work described in the Coutract Documents. CONTRA Cf DOCUMENTS. The Contrac1 incoq>orates the followiog Co,uract Oocum�ns. In resolv ing inconsistenc ies among two or more of the Contract Oocumcnls, precedence will begiven in the same order as c num cnucd. LIST 01' CONT RACT DOCUMF:NTS. The Contract Documents. excepl for Modific.11ions and Change Orders issued afler c:-:ecution of this. Agreement. are : I.Change Order.sj 2 . Construction Cont.raci: 3.·111e following. addenda, if Oll)':I.Numbcl' I Date: June JO. 2025 P•gc(s) 12 4, The foll ow i�g Special Condilions of the Con lrnct i. Document Title P:,gc(s) Project Special Provisions 32 5.General Co11di1ion!>:6.'fhc following Drawi ngs:i. Number 2 ·ritle 2 Design Conccpl Drawings7.Notice 10 Proceed; 8. Not ice of Award;9.lovitation to BidI 0 . llid Bond; Ag,ttm�,rrfur Co1fJJnu.:litJ11 Ccmil'(l(.t-P,:,g•i I o/7 l)af(' July 16, 2025 Attachment 3 BF E = 7 5 6 4 ' APPROXIMATE LIMITS OF BANK RESTORATION APPROXIMATE LIMITS OF BANK RESTORATION REMOVE EXISTING ABUTMENTS AND WINGWALLS REMOVE EXISTING ABUTMENTS AND WINGWALLS 0+77 0+ 0 0 0+ 5 0 REMOVE AND REPLACE APPROXIMATELY 125 S.F. CONCRETE, REPLACE APPROXIMATELY 250 S.F. CONCRETE LIMIT OF CONCRETE REMOVAL NEW CONCRETE 7562 7561 7560 7559 7560 7561 7562 40 . 0 ' 10.0' 40 . 0 ' REMOVE AND REPLACE APPROXIMATELY 260 S.F. CONCRETE, REPLACE APPROXIMATELY 290 S.F. CONCRETE NEW CONCRETE 10.0' BF E = 7 5 6 4 ' CHECKED: DATE: DRAWN: SCALE: PROJECT MANAGERTOWN OF ESTES PARK PUBLIC WORKS ENGINEERING@ESTES.ORG - 970-577-3587 OF SHEET DRAWING J 24, 2025 REVISIONS BOR GPM 1"=10' GREG MUHONEN 970577351 1 2 C1 10' SCALE: 1" = 10' 0 20' NOTE: EXISTING SPOT ELEVATIONS ARE BASED ON SURVEY DATA FROM THE FIELD EFFORT ON 7/3/2025, AND MAY NOT CORROBORATE CONTOURS SHOWN HEREON. EXISTING CONTOURS ARE FROM 2013 LIDAR DATA AND ARE SHOWN FOR INFORMATIONAL PURPOSES ONLY. DEMO AND RESTORATION PLAN PERFORMANCE PARK BRIDGE 431 W. ELKHORN AVE. ESTES PARK, CO 0517 Attachment 4 BF E = 7 5 6 4 ' PREFABRICATED PEDESTRIAN BRIDGE (10'X40' ±) 0+77 0+ 0 0 0+ 5 0 40 . 0 ' 10.0' 40 . 0 ' NEW BRIDGE FOUNDATION, DESIGN BY CONTRACTOR NEW BRIDGE FOUNDATION, DESIGN BY CONTRACTOR 10.0' BF E = 7 5 6 4 ' NEW BRIDGE ALIGNMENT PROFILE HORIZONTAL SCALE: 1" = 5' VERTICAL SCALE: 1" = 2' 75 5 0 75 5 5 75 6 0 7 5 6 5 7 5 7 0 75 5 0 75 5 5 75 6 0 7 5 6 5 7 5 7 0 0+00 0+25 0+50 0+75 0+77 0.1% STA: 0+15.61 BRIDGE DECK START EL=7562.24 STA: 0+55.61 BRIDGE DECK END EL=7562.27 CHECKED: DATE: DRAWN: SCALE: PROJECT MANAGERTOWN OF ESTES PARK PUBLIC WORKS BRIDGE PLAN PERFORMANCE PARK BRIDGE 431 W. ELKHORN AVE. ESTES PARK, CO 0517 ENGINEERING@ESTES.ORG - 970-577-3587 OF SHEET DRAWING J 24, 2025 REVISIONS BOR GPM AS SHOWN GREG MUHONEN 70577351 2 2 C2 NOTE: SPOT ELEVATIONS ARE BASED ON SURVEY DATA FROM THE FIELD EFFORT ON 7/3/2025, AND MAY NOT CORROBORATE CONTOURS SHOWN HEREON. EXISTING CONTOURS ARE FROM 2013 LIDAR DATA AND ARE INTENDED TO BE INFORMATIONAL ONLY 10' SCALE: 1" = 10' 0 20' BID OPENING 8/7/2025 Town of Estes Park Public Works Department DATE: 08/07/25 OPENING TIME: 2:00 PM TABULATION OF BIDS PAGE: 1 PROJECT:CONTRACT TIME: 170 WORKING DAYS TOTAL % OF % OF RANK VENDOR NAME BID LOW BID EST 0 ENGINEER'S ESTIMATE $350,500.00 86.551% 100.000% 1 High Plains Excavation & Aggregate, LLP $404,964.00 100.000% 115.539% 2 Mountain Constructors, Inc.$516,450.00 127.530% 147.347% 3 4 (0) -EST-(1)(2) LOW BID UNIT COST HIGH BID UNIT COST AVE UNIT COST ENGINEER'S ESTIMATE High Plains Excavation & Aggregate, LLP Mountain Constructors, Inc. ITEM CODE ITEM DESCRIPTION QUANTITY UNITS UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE UNIT PRICE UNIT PRICE 000-00001 Soil Investigation & Foundation Report 1.00 LS $30,000.00 $30,000.00 $45,168.00 $45,168.00 $30,075.00 $30,075.00 $30,075.00 $45,168.00 $37,621.50 000-00002 Site Plan 1.00 LS $50,000.00 $50,000.00 $11,060.00 $11,060.00 $136,500.00 $136,500.00 $11,060.00 $136,500.00 $73,780.00 3-625 Construction Surveying 1.00 LS $20,000.00 $20,000.00 $8,000.00 $8,000.00 $29,750.00 $29,750.00 $8,000.00 $29,750.00 $18,875.00 4-626 Mobilization 1.00 LS $20,000.00 $20,000.00 $26,000.00 $26,000.00 $42,935.00 $42,935.00 $26,000.00 $42,935.00 $34,467.50 5-202 Removal of Concrete Abutments 1.00 LS $10,000.00 $10,000.00 $25,000.00 $25,000.00 $20,825.00 $20,825.00 $20,825.00 $25,000.00 $22,912.50 6-506 Bank Protection 1.00 LS $20,000.00 $20,000.00 $26,500.00 $26,500.00 $39,370.00 $39,370.00 $26,500.00 $39,370.00 $32,935.00 7-601 Concrete Abutments (Class D-- Spread Footing)1.00 LS $40,000.00 $40,000.00 $108,236.00 $108,236.00 $44,415.00 $44,415.00 $44,415.00 $108,236.00 $76,325.50 000-00008 Side-Truss Pedestrian Bridge (10'X40')1.00 LS $100,000.00 $100,000.00 $91,000.00 $91,000.00 $111,985.00 $111,985.00 $91,000.00 $111,985.00 $101,492.50 9-608 Concrete Sidewalk (6 Inch)60.00 SY $150.00 $9,000.00 $175.00 $10,500.00 $160.00 $9,600.00 $160.00 $175.00 $167.50 10-208 Concrete Washout Structure 1.00 LS $1,500.00 $1,500.00 $3,500.00 $3,500.00 $995.00 $995.00 $995.00 $3,500.00 $2,247.50 11-109 F/A Minor Contract Revisions 1.00 LS $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 000-00000 7-601 Alt Concrete Abutments (Class D-- Micropile)1.00 LS $100,000.00 $100,000.00 no bid no bid $122,500.00 $122,500.00 $122,500.00 $122,500.00 $122,500.00 CONTRACT TOTALS $350,500.00 $404,964.00 $516,450.00 Performance Park Bridge Replacment Attachment 5 The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Jacqueline Wesley, P.E. Project Manager and Reuben Bersten, Utilities Director Department: Utilities Department Date: September 23, 2025 Subject: Professional Services Contract with AE2S for completion of the Water Master Plan and a multi-phase water rate study, $136,984 fee plus additional contingency of $28,016 to be authorized by the Town Administrator Type: Resolution 88-25 Objective: The Utilities Department requests approval for a contract with AE2S to provide support services for the Water Master Plan and to update the existing water rates based on the findings of the Master Plan. Present Situation: Town staff have completed a draft of the 2025 Water Master Plan and require professional services support to finalize the cost analysis and alternatives recommendations. Time is of the essence to complete this Master Plan and associated rate analysis so the Town can be positioned for funding opportunities in 2026. AE2S has provided technical support in analyzing the Town's water treatment and distribution system condition and performance and has an in-depth understanding of our system through their on-call services work. They are experts in master planning, including comparative planning level cost development. AE2S has completed the condition assessment of our existing treatment assets; developed, calibrated, and used the distribution system model to analyze performance and fire flow; supported the Town in financing options for Carriage Hills and Spruce Knob; and provided technical support to optimize operations at the plants. They serve as one of our primary technical advisors for the water system. Staff has drafted the master plan by consolidating technical memoranda from various consultants (including AE2S) but require AE2S's specialized expertise to finalize comparative costs between alternatives and integrate identified improvements into a prioritized Capital Improvement Plan (CIP). The planning level cost and prioritized CIP will be used to support our capital planning and to determine the water rate impacts on our water customers. Our current water rates were established through the 2020 rate study (completed by AE2S) with the most recent rate increase occurring in 2022. Rate studies are typically updated every 5 years. Our current tap fees were established in 2016 and have not been updated. Proposal: Staff request the Board approve the Professional Services contract with AE2S to provide technical support to complete the water master plan and to perform a multi- phase water rate study as detailed in their proposal. Upon approval of this support Professional Services contract, we will finalize the master plan for public review, provide Phase1 rate impacts, and bring the master plan and rate impacts to the Board for consideration. Advantages: • Because AE2S has detailed knowledge of our existing water system and rate structure, they can complete the work quickly. If a new consultant is selected, they will require additional time to learn the existing system and rate structure. • AE2S has a knowledgeable team who have provided exceptional client service through their on-call contract. Their performance and team members are known to the Town and they have already received most of the background information they will need to complete the work requested. Disadvantages: • This Professional Services contract is directly with AE2S and not solicited with multiple proposers; however, AE2S has demonstrated a high level of service to the Town and can quickly perform the requested work. An open selection would require additional time for procurement and for a new consultant to become equally familiar with our water system and rates • ___ Action Recommended: Staff recommend approval of the Professional Services contract with AE2S to provide the services in the attached proposal for completing the Water Master Plan and Water Rate Study and for authorization for the Town Administrator to approve use of the contingency associated with this contract. Finance/Resource Impact: Budget for the Water Master Plan and Rate Study services outlined in this Professional Services contract: Master Plan and Phase 1 Rate Study: $136,984 fee Contingency $28,016 (20%) Total Project $165,000 Current Impact: 503-7000-580.35-62 WTRMPL, $165,000; 209,000 available budget as of 09-4-2025. Future Ongoing Impacts: None. Future One Time Impacts: Staff will bring forward an additional Professional Services contract amendment upon completion of the Phase 1 rate study. We do not anticipate a project budget change associated with this additional amendment. Level of Public Interest: High due to potential water rate increases. Sample Motion: I move for the approval/denial Resolution 88-25. Attachments: 1. Resolution 88-25 2. Professional Services Contact and Exhibit A – Scope of Services 3. The Town of Estes Park Water Utility System Cost of Service and Rate Design Study (2019) RESOLUTION 88-25 APPROVING A PROFESSIONAL SERVICES CONTRACT WITH AE2S TO SUPPORT COMPLETION OF THE WATER MASTER PLAN AND CONDUCT A RATE STUDY WHEREAS, the Town desires a professional services contract with Advanced Engineering and Environmental Services, LLC (“Contract”) to support completion of the water master plan and a multi-phase water rate study. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: The Board approves, and authorizes the Mayor to sign, the professional services contract referenced in the title of this resolution in substantially the form now before the Board. The Town Administrator or designee is authorized to spend up to $165,000 under this contract. DATED this 23rd day of September, 2025. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney Attachment 1 PROFESSIONAL SERVICES CONTRACT Supporting the Completion of the Water Master Plan and Conducting a Water Rate Study to Support the Master Plan Recommendations The parties, the Town of Estes Park, Colorado (Town), a municipal corporation, and Advanced Engineering and Environmental Services, LLC (Consultant), a North Dakota limited liability company, whose address is 9635 Maroon Circle, Suite 210, Englewood, CO 80112, make this Contract this __________ day of ____________________, 2025, at the Town of Estes Park, Colorado, considering the following facts and circumstances: 1 RECITALS: 1.1 Town desires to use the services of Consultant outlined in Consultant's Proposal; and 1.2 Consultant has agreed to provide the Services outlined in its Proposal, on the terms and conditions stated in this Contract. 2 CONTRACT: This Agreement is a Contract, representing the entire and integrated agreement between the parties and supersedes any prior negotiations, written or oral representations and agreements. The Agreement incorporates the following Contract Documents. In resolving inconsistencies between two or more of the Contract Documents, they shall take precedence in the order enumerated, with the first listed Contract Document having highest precedence. The Contract Documents, except for amendments executed after execution of this Contract, are: 2.1 Change Orders; 2.2 Notice to Proceed; 2.3 This Contract; 2.4 Notice of Award; 2.5 Consultant's Proposal, containing seven (7) pages, entitled “Exhibit A – Scope of Services,” dated August 25, 2025; and 2.6 Insurance Certificates. 3 SCOPE OF SERVICES: Consultant shall provide and furnish at its own cost and expense all materials, machinery, equipment, tools, superintendence, labor, insurance and other accessories and services necessary to provide its Services in strict accordance with the conditions and prices stated in the Contract Documents. Attachment 2 Town of Estes Park Professional Services Contract --Page 2 of 12 4 BEGINNING WORK AND COMPLETION SCHEDULE: The Consultant shall begin services under this Contract upon receiving Town’s notice to proceed. Consultant shall timely perform its Services, according to the Performance Schedule provided in the Contractor's Proposal or as otherwise directed by Town. 5 PRICE: The Town will pay Consultant for the performance of this Contract, not to exceed $136,984, as the Price for the total Services performed as stipulated in Consultant's Proposal. This Contract does not create a multiple fiscal year direct or indirect debt or other financial obligation. Each request for service shall incur a concurrent debt for that request only. All financial obligations of the Town under this Contract are contingent upon appropriation, budgeting, and availability of specific funds to discharge such obligations. 6 TIME OF PAYMENTS TO CONSULTANT: The Consultant shall bill its charges to the Town periodically, but no more frequently than once a month. Each bill shall contain a statement of the time the primary employees spent on the Services since the previous bill, a brief description of the Services provided by each such employee, and an itemization of direct expenses. The Town will pay each such bill which it finds to be in accordance with this Contract within forty-five days of its receipt. If Town questions any part of a bill, finds any part of a bill does not conform to this Contract, or claims the right to withhold payment of any part of a bill, it will promptly notify Consultant of the question, nonconformity or reasons for withholding. 7 QUALIFICATIONS ON OBLIGATIONS TO PAY: No partial payment shall be final acceptance or approval of that part of the Services paid for, or shall relieve Consultant of any of its obligations under this Contract. Notwithstanding any other terms of this Contract, Town may withhold any payment (whether a progress payment or final payment) to Consultant under the following conditions: 7.1 Consultant fails to promptly pay all bills for labor, material, or services of consultants furnished or performed by others to perform Services. 7.2 Consultant is in default of any of its obligations under this Contract or any of the Contract Documents. 7.3 Any part of such payment is attributable to Services not conforming to this Contract. (Town will pay for any part attributable to conforming Services). 7.4 Town, in its good faith judgment, determines that the compensation remaining unpaid will not be sufficient to complete the Services according to this Contract. 8 CONSULTANT'S DUTIES: 8.1 Town enters into this Contract relying on Consultant’s special and unique abilities to perform the Services. Consultant accepts the relationship of trust and confidence established between it and the Town by this Contract. Consultant will use its best efforts, skill, judgment, and abilities. Consultant will further the interests of Town Town of Estes Park Professional Services Contract --Page 3 of 12 according to Town’s requirements and procedures, according to high professional standards. 8.2 Consultant has and will undertake no obligations, commitments, or impediments of any kind that will limit or prevent its performance of the Services, loyally, according to the Town's best interests. In case of any conflict between interests of Town and any other entity, Consultant shall fully and immediately disclose the issue to Town and, without Town's express approval, shall take no action contrary to Town's interests. 8.3 Consultant’s Services under this Contract shall be of at least the standard and quality prevailing among recognized professionals of expert knowledge and skill engaged in the Consultant's same profession under the same or similar circumstances. 8.4 Consultant's work, including drawings and other tangible work products provided to Town, will be accurate and free from any material errors, and will conform to the requirements of this Contract. Town approval of defective drawings or other work shall not diminish or release Consultant's duties, since Town ultimately relies upon Consultant's skill and knowledge. 8.5 The Contract Documents determine whether the Consultant's Scope of Services includes detailed independent verification of data prepared or supplied by Town. Consultant will, nevertheless, call to Town's attention anything in any drawings, plans, sketches, instructions, information, requirements, procedures, or other data supplied to Consultant (by the Town or any other party) that Consultant knows, or reasonably should know, is unsuitable, improper, or inaccurate for Consultant's purposes. 8.6 As applicable state and federal laws may require, Consultant will assign only persons duly licensed and registered to do work under this Contract. 8.7 Consultant shall furnish efficient business administration and superintendence and perform the Services in the most efficient and economical manner consistent with the best interests of Town. 8.8 Consultant shall keep its books and records for Services and any reimbursable expenses according to recognized accounting principles and practices, consistently applied. Consultant shall make them available for the Town's inspection at all reasonable times. Consultant shall keep such books and records for at least three (3) years after completion of the Services. 9 TOWN'S DUTIES: 9.1 Town will provide full information to the Consultant on the Town's requirements in a timely manner. 9.2 Town will assist the Consultant by providing such pertinent information available to Town, including maps, studies, reports, tests, surveys and other data, as Consultant specifically requests. Town of Estes Park Professional Services Contract --Page 4 of 12 9.3 Town will examine all tests, reports, drawings, specifications, maps, plans and other documents presented by the Consultant to Town for decisions. Town will obtain the advice of other consultants, as the Town thinks appropriate. Town will give decisions to the Consultant in writing within a reasonable time. 9.4 Town will appoint a person to act as Town's representative on this Agreement. This person will have authority to issue instruction, receive information, interpret and define the Town's policies and decisions on the Consultant’s Services. 9.5 Town will give prompt written notice to the Consultant when the Town notices any development that affects the scope or timing of the Services. 10 USE OF FINAL PRODUCT: Consultant may have limited involvement after the completion of this Agreement and lacks control of the future use of Consultant's work. Except for deficiencies in Consultant’s performance under this Agreement, future use and interpretation of Consultant’s work is at the risk of Town or other users. 10.1 The Consultant will keep record copies of all work product items delivered to the Town. 11 OWNERSHIP OF DOCUMENTS AND OTHER MATERIALS: All drawings, specifications, computations, sketches, test data, survey results, renderings, models, and other materials peculiar to the Services of Consultant or Consultant’s subconsultants under this Contract are property of Town, for its exclusive use and re-use at any time without further compensation and without any restrictions. Consultant shall treat all such material and information as confidential, and Consultant shall neither use any such material or information or copies on other work nor disclose such material or information to any other party without Town's prior written approval. Upon completion of Services, or at such other time as the Town requires, Consultant shall deliver to the Town a complete, reproducible set of all such materials. For copyright ownership under the Federal Copyright Act, Consultant conveys to Town and waives all rights, title and interest to all such materials in written, electronic or other form, prepared under this Contract. Town shall have worldwide reprint and reproduction rights in all forms and in all media, free of any claims by the Consultant or its subconsultants and subcontractors. The Town's rights, granted above, in drawing details, designs and specifications that are Consultant's standard documents for similar projects, and in Consultant’s databases, computer software and other intellectual property developed, used or modified in performing Services under this Contract are not exclusive, but joint rights, freely exercisable by either the Town or the Consultant. All design documents, including drawings, specifications, and computer software prepared by Consultant according to this Contract comprise Consultant's design for a specific Project. Neither party intends or represents them as suitable for reuse, by Town or others, as designs for extension of that same Project or for any other project. Any such reuse without prior written verification or adaptation by Consultant for the specific purpose intended will be at user's sole risk and without liability or legal exposure to Consultant. Except as required for performance under this Contract, Consultant's verification or adaptation of design Town of Estes Park Professional Services Contract --Page 5 of 12 documents will entitle Consultant to additional compensation at such rates as the Consultant may agree. 12 CHANGE ORDERS: Town reserves the right to order work changes in the nature of additions, deletions, or modifications, without invalidating this agreement, and agrees to make corresponding adjustments in the contract price and time for completion. All changes will be authorized by a written change order signed by Town. Work shall be changed, and the contract price and completion time shall be modified only as set out in the written change order. 13 SERVICE OF NOTICES: The parties may give each other required notices in person or by first class mail or by email to their authorized representatives (or their successors) at the addresses listed below: OF ESTES PARK: 14 COMPLIANCE WITH LAW: Consultant will perform this Contract in strict compliance with applicable federal, state, and municipal laws, rules, statutes, charter provisions, ordinances, and regulations (including sections of the Occupational Safety and Health Administration [OSHA] regulations, latest revised edition, providing for job safety and health protection for workers) and all orders and decrees of bodies or tribunals applicable to work under this Contract. Consultant shall protect and indemnify Town against any claim or liability arising from or based on the violations of any such law, ordinance, regulation, order, or decrees by itself or by its subcontractors, agents, or employees. Town assumes no duty to ensure that Consultant follows the safety regulations issued by OSHA. The Contractor shall indemnify, hold harmless, and assume liability on behalf of the Town and its officers, employees, and agents, for all costs, expenses, claims, damages, liabilities, court awards, attorney fees and related costs, and any other amounts incurred by the Town in relation to the Contractor’s noncompliance with the accessibility standards for an individual with a disability adopted by the Colorado Office of Information Technology pursuant to section 24- 85-103, C.R.S. 15 PERMITS AND LICENSES: The Consultant shall secure all permits and licenses, pay all charges, files, and taxes and give all notices necessary and incidental to the lawful prosecution of its Services. Anyone conducting business in the Town of Estes Park is required a business license which can be obtained from the Town Clerk’s Office. 16 PATENTED DEVICES, MATERIALS AND PROCESSES: The Consultant shall hold and save harmless the Town from all claims for infringement, by reason of fee use of any patented design, device, material, process, or trademark or copyright and shall indemnify the Town for any costs, expenses, and damages, including court costs and attorney fees, incurred by reason of actual or alleged infringement during the prosecution or after completion of Services. Town of Estes Park Professional Services Contract --Page 6 of 12 17 INSURANCE: Consultant shall, at its own costs, secure and continuously maintain through the term of this Contract the minimum insurance coverages listed below, with forms and insurers acceptable to Town. In addition, Consultant shall maintain such coverages for the insurance listed in Paragraphs 17.1, 17.3 and 17.4 for two additional years. For any claims- made policy, Consultant shall include the necessary retroactive dates and extended reporting periods to maintain continuous coverage. 17.1 Professional Liability/Errors and Omissions for at least $1,000,000. 17.2 Workers' Compensation according to the Workers' Compensation Act of the State of Colorado and Employer's Liability with limits of at least $500,000. 17.3 General liability, including contractual liability, of at least $1,000,000 per each occurrence plus an additional amount adequate to pay related attorney's fees and defense cost. Coverage shall include bodily injury, property damage, personal injury, and contractual liability. 17.4 Comprehensive Automobile Liability with minimum limits for bodily injury and property damage coverage of at least $1,000,000 per each occurrence plus an additional amount adequate to pay related attorneys' fees and defense costs, for each of Consultant's owned, hired or non-owned vehicles assigned to or used in performance of this Contract. 17.5 Valuable Papers insurance in an amount adequate to assure the restoration of any plans, drawings, field notes, or other similar data related to the services covered by this Contract in case of their loss or destruction. 17.6 The required general liability and comprehensive automobile liability policies shall contain endorsements to include Town and its officers and employees as additional insureds. The required professional liability and workers’ compensation policies or coverages shall not contain endorsements including the Town, its officers or employees as additional insureds. Every policy required above shall be primary insurance. Any insurance or self-insurance benefits carried by Town, its officers, or its employees, shall be in excess and not contributory to that provided by Consultant. 17.7 Consultant shall, upon request, provide Town a certified copy of each required policy. 17.8 As evidence of the insurance coverages required by this Contract, before beginning work under this Contract, Consultant shall furnish certificates of insurance certifying that at least the minimum coverages required here are in effect and specifying the liability coverages (except for professional liability) are written on an occurrence form to: Town of Estes Park 170 MacGregor Avenue PO Box 1200 Estes Park, CO 80517 Town of Estes Park Professional Services Contract --Page 7 of 12 Attention: Jacqueline Wesley, P.E. With the exception of professional liability and workers’ compensation, policy or policies providing insurance as required will defend and include the Town, its Board, officers, agents and employees as additional insureds on a primary basis for work performed under or incidental to this Contract. Required insurance policies shall be with companies qualified to do business in Colorado with a general policyholder’s financial rating acceptable to the Town. The policies shall not be cancelable or subject to reduction in coverage limits or other modification except after thirty days prior written notice to the Town. General liability and automobile policies shall be for the mutual and joint benefit and protection of the Consultant and the Town. These policies shall provide that the Town, although named as an additional insured, shall nevertheless be entitled to recover under said policies for any loss occasioned to it, its officers, employees, and agents by reason of acts or omissions of the Consultant, its officers, employees, agents, sub-consultants, or business invitees. They shall be written as primary policies not contributing to and not in excess of coverage the Town may carry. 17.9 If Consultant is self-insured under the laws of the State of Colorado, Consultant shall provide appropriate declarations and evidence of coverage. 17.10 Consultant shall not cancel, change, or fail to renew required insurance coverages. Consultant shall notify Town's designated person responsible for risk management of any reduction or exhaustion of aggregate limits, which Town may deem to be a breach of this Contract. 17.11 The Town relies on, and does not waive or intend to waive, by any provision of this Contract, the monetary limitations or any other rights, immunities, and protections provided by the Colorado Governmental Immunity Act, § 24-10-101 et seq., C.R.S., as from time to time amended, or otherwise available to the parties, their officers, or their employees. 17.12 If any insurance required here is to be issued or renewed on a claims-made form as opposed to the occurrence form, the retroactive date for coverage will be no later than the commencement date of the project and will state that in the event of cancellation or nonrenewal, the discovery period for insurance claims (tail coverage) will be at least 72 months. 17.13 Consultant shall not cancel, non-renew or cause insurance to be materially changed or replaced by another policy without prior approval by Town. 18 INDEMNIFICATION: 18.1 Consultant and its agents, principals, officers, partners, employees, and subcontractors ("Indemnitors") shall and do agree to indemnify, protect, and hold harmless the Town, its officers, employees, and agents ("Indemnitees") from all claims, damages, losses, liens, causes of actions, suits, judgments, and expenses (including attorneys’ fees), of any nature, kind, or description ("Liabilities") by any Town of Estes Park Professional Services Contract --Page 8 of 12 third party arising out of, caused by, or resulting from any Services under this Contract if such Liabilities are: (1) attributable to bodily injury, personal injury, sickness, disease, or death of any person, or to the injury or destruction of any tangible property (including resulting loss of use or consequential damages) and (2) caused, in whole or in part, by any error, omission or negligent act of the Consultant, anyone directly or indirectly employed by it, or anyone for whose acts Consultant may be liable. 18.2 If more than one Indemnitor is liable for any error, omission or negligent act covered by this Agreement, each such Indemnitor shall be jointly and severally liable to the Indemnitees for indemnification and the Indemnitors may settle ultimate responsibility among themselves for the loss and expense of any such indemnification by separate proceedings and without jeopardy to any Indemnitee. This Agreement shall not eliminate or reduce any other right to indemnification or other remedy the Town, or any of the Indemnitees may have by law. 18.3 As part of this indemnity obligation, the Consultant shall compensate the Town for any time the Town Attorney's Office and other counsel to the Town reasonably spend on such claims or actions at the rates generally prevailing among private practitioners in the Town of Estes Park for similar services. This obligation to indemnify the Town shall survive the termination or expiration of this Agreement. 19 INDEPENDENT CONTRACTOR: Consultant shall perform all Services under this Agreement as an independent contractor, and not as an agent or employee of Town. No employee or official of Town shall supervise Consultant. Consultant shall exercise no supervision over any employee or official of Town. Consultant shall not represent that it is an employee or agent of the Town in any capacity. Consultant’s officers, employees and agents are not entitled to Workers' Compensation benefits from the Town, and Consultant is obligated to pay federal and state income tax on money earned under this Agreement. Except as this Agreement expressly states, Consultant shall, at its sole expense, supply all buildings, equipment and materials, machinery, tools, superintendence, personnel, insurance and other accessories and Services necessary. This Agreement is not exclusive; subject the terms of this Agreement, Town and Consultant may each contract with other parties. 20 PROVISIONS CONSTRUED AS TO FAIR MEANING: Any tribunal enforcing this Agreement shall construe its terms as to their fair meaning, and not for or against any party based upon any attribution to either party. 21 HEADINGS FOR CONVENIENCE: All headings, captions and titles are for convenience and reference only and of no meaning in the interpretation or effect of this Contract. 22 NO THIRD-PARTY BENEFICIARIES: The parties intend no third-party beneficiaries under this Contract. Any person besides Town or Consultant receiving services or benefits under this Agreement is an incidental beneficiary only. 23 TOWN’S RIGHT TO BAR PERSONNEL FROM WORK SITE: For conduct the Town (in its sole discretion) decides may violate applicable laws, ordinances rules or regulations, or Town of Estes Park Professional Services Contract --Page 9 of 12 may expose Town to liability or loss, Town may bar any person (including Consultant's and subconsultants’ and subcontractors’ employees) from the Town's work sites. Such a bar shall not require any employee's discharge from employment, but shall merely prohibit the employee's presence at Town’s work sites. Such a bar shall not warrant an increase in contract time or Price. 24 WAIVER: No waiver of any breach or default under this Agreement shall waive any other or later breach or default. 25 TERM: This Contract shall commence on its effective date, and shall continue through September 30, 2026. 26 TERMINATION: 26.1 In addition to any other available remedies, either party may terminate this Contract if the other party fails to cure a specified default within seven (7) days of receiving written notice of the default. The notice shall specify each such material breach, in reasonable detail. 26.2 Town may, at any time, terminate performance of the work, in whole or in part, for its own convenience. The Town may effect such termination by giving Consultant written Notice of Termination specifying the extent and effective date of termination. In case of termination, for convenience, Town shall pay Consultant for work satisfactorily completed, to the date of termination. The Town shall determine the portion of work completed. 26.3 If either party so terminates, the Consultant shall promptly deliver to the Town all drawings, computer programs, computer input and output, analysis, plans, photographic images, tests, maps, surveys and writer’s materials of any kind generated in the performance of its Services under this Contract up to and including the date of termination. 27 SUSPENSION: Without terminating or breaching this Contract, the Town may, at its pleasure, suspend fee services of the Consultant hereunder. Town may effect suspension by giving the Consultant written notice one (1) day in advance of the suspension date. Upon receipt of such notices the Consultant shall cease their work as efficiently as possible, to keep total charges to a minimum. The Town must specifically authorize any work performed during suspension. Since suspension and subsequent reactivation may inconvenience the Consultant, Town will endeavor to provide advance notice and minimize its use. After a suspension has been in effect for thirty days, the Consultant may terminate this Contract at will. 28 ASSIGNMENT AND DELEGATION: Except as stated, neither party may assign its rights or delegate its duties under this Contract without the express written approval of the other. 29 SUBCONTRACTING: Except subconsultant clearly identified and accepted in the Contractor's Proposal, Consultant may employ subconsultants to perform the Services only with Town's express prior written approval. Consultant is solely responsible for any compensation, insurance, and all clerical detail involved in employment of subconsultants. Town of Estes Park Professional Services Contract --Page 10 of 12 30 GOVERNING LAW AND VENUE: The laws of the State of Colorado shall govern enforcement and interpretation of this Contract. Venue and jurisdiction for any court action filed regarding this agreement shall be only in Larimer County, Colorado. 31 AUTHORITY: This instrument forms a contract only when executed in writing by duly authorized representatives of Town and Consultant. By their signatures on this document, the signatories represent that they have actual authority to enter this Contract for the respective parties. 32 INTEGRATION: There are no other agreements on the same subject than expressly stated or incorporated in this Contract. 33 DAMAGES FOR BREACH OF CONTRACT: In addition to any other legal or equitable remedy the Town may be entitled to for a breach of this Contract, if the Town terminates this Contract, in whole or in part, due to Contractor’s breach of any provision of this Contract, Contractor shall be liable for actual and consequential damages to the Town. Signature pages follow. Town of Estes Park Professional Services Contract --Page 11 of 12 CONSULTANT By: Date Title: _______________________________ State of ) ) ss County of ) The foregoing instrument was acknowledged before me this __________ day of ____________________, 2025, by ______________________________, as _____________________________ of ______________________________, Consultant. (If by natural person or persons, insert name or names; if by person acting in representative or official capacity or as attorney-in-fact, insert name of person as an executor, attorney-in-fact, or other capacity or description; if by officer of corporation, insert name of such officer or officers as the President or other officers of such corporation, naming it.) Witness my hand and official Seal. My Commission expires . Notary Public Town of Estes Park Professional Services Contract --Page 12 of 12 TOWN OF ESTES PARK: By: Date Title: _______________________________ State of ) ) ss County of ) The foregoing instrument was acknowledged before me by , as of the Town of Estes Park, a Colorado municipal corporation, on behalf of the corporation, this day of , 2025. Witness my hand and official Seal. My Commission expires . Notary Public APPROVED AS TO FORM: Town Attorney Page 1 of 7 Exhibit A – Scope of Services Date: August 25th, 2025 Task 1 | Water Master Plan Planning Document Review and Stakeholder Support The Town of Estes Park (Town) has drafted a Planning Document that updates its long-term water strategy to address critical needs for reliable, high-quality water service. Building on the 2015 Master Plan, which highlighted challenges with isolated water rights and seasonal treatment plant operations, the Planning Document incorporates new information from a variety of specialized studies, feedback from staff and the community, as well as lessons learned from past natural disasters. The Planning Document intends to align the direction of future water system investments with the Town's Strategic Plan goals for utility infrastructure. This Planning Document is a vital tool in achieving the Town's strategic goals for the year-round operation of at least one water treatment plant, reducing water loss, and increasing distribution system resiliency. Lessons from floods and fires, including the 2021 Marshal Fire, underscore the need for redundancy and multiple water sources to mitigate impacts on raw water quality and system operations during disasters. The Planning Document builds on the recently completed Performance Evaluation and Condition Assessment of the Town’s two existing Water Treatment Plants, the Evaluation and Response Plan that was developed to address the Bureau of Reclamation’s (BoR) Tunnel Maintenance Schedule Change Impact and previously completed chapters of the Town’s updated Water Distribution System Master Plan. The Planning Document also benefits from recent calibration of the Town’s Water Model, Water Demand Allocation Update to the Water Model, and the recently completed water modeling scenarios to the Town’s water distribution system. The Planning Document serves to forecast potential enhancements to water system resiliency, guide infrastructure planning, forecast future demand (projecting a 2045 permanent population between 10,237 and 10,752, with peak daily demands ranging from 4.0 to 4.3 MGD), ensure water source reliability amidst extreme weather, provide a framework for financial planning, and maintaining regulatory compliance. As a key contributor and collaborator on recent water system evaluations, modeling updates, and plans, AE2S will review the Planning Document and provide suggested comments and edits for the Town to consider, and upon direction from the Town, additional technical content. Additionally, AE2S will be available to support the development of any Planning Document graphics and stakeholder presentations on an on-call basis. The following Scope of Services details the steps AE2S proposes to perform for the execution of Task 1: 1.1. Planning Document Review and Comments 1.1.1. Complete a review of the Planning Document (four AE2S Staff minimum). 1.1.2. Identify any technical or evaluation gaps that may be needed to achieve the goals of the Planning Document, including the identification of any graphs, tables, and/or infographics that might be helpful to advance the storytelling within the Planning Document. 1.1.3. Compile all review comments and synthetize, as necessary. 1.1.4. Provide comments and meet with the Town to identify action items for advancing the content of the Planning Document (two AE2S Staff minimum). 1.1.5. Complete a secondary review of the Planning Document (four AE2S staff minimum). 1.1.6. Identify any areas requiring the polishing of technical content and storytelling clarity. Page 2 of 7 1.1.7. Compile all review comments and synthetize, as necessary. 1.1.8. Provide comments and meet with the Town to identify action items for advancing the content of the Planning Document (two AE2S Staff minimum). 1.2. Planning Document Content Creation and Presentation Support 1.2.1. Provide updates and supplemental content for the Planning Document, including identification and input with technical gaps and other needed information for consideration. 1.2.2. Develop opinions of probable project costs (OPCC) as needed. The OPCC will be consistent with Level 5, using the guidelines from the Association for the Advancement of Cost Engineering (AACE). 1.2.3. Assist with the development of project implementation tactics and/or concepts and incorporate into the Planning Document. 1.2.4. Support the development of content for any stakeholder presentations identified by the Town. AE2S will achieve the schedule requirements identified by the Town and be available to participate in and assist with stakeholder presentations. Schedule AE2S estimates a three-month period to complete Task 1 after the Town provides a notice to proceed. Proposed Fee The proposed fee for Task 1 is $94,000, which is further detailed in Table 1. Amounts listed are ‘not to exceed’ values, and the work will be completed based on Time and Materials. All work will be coordinated with the Town and initiated after written approval. Table 1: Proposed fee for Task 1 # Task Fee % of Total 1.1 Planning Document Review $46,304 49% 1.2 Planning Document Content Creation and Presentation Support $47,696 51% Total: $94,000 100% Task 2 | Multi-Year Water Rate Schedule The Town provides safe and reliable water services for approximately 5,000 water user accounts. To accomplish this, staff must regularly attend to the Town’s intricate water system, completing several core services, including system maintenance, infrastructure replacement, and administrative tasks. Providing water services for users comes at a cost, with most of the Town’s annual revenue required to operate the utility coming from monthly service charges (i.e., utility rates). Other revenues include investments, permit fees, and grants. Customer water demand varies throughout the year, with peak periods occurring in the summer due to tourism and irrigation. These usage patterns dictate how the Town prices its water services and plan its core infrastructure components. To counter these challenges, the Town completed a Water Utility Cost of Service and Rate Design Study in 2019, which culminated in several rate design recommendations and a multi-year rate schedule that established fair and equitable charges capable of meeting the Town’s projected annual revenue requirements. Page 3 of 7 The multi-year rate schedule expired in 2022, and the Town has opted not to increase rates in the last several years. Instead, the Town has focused on strategically identifying and prioritizing its future infrastructure needs (See Task 1), with the goal of developing a multi-year rate schedule post completion of that work. The Town has substantial infrastructure needs on its short and mid-term radars, with preliminary cost estimates exceeding $100 million. Their future needs include building a new water treatment plant, replacing two ground storage tanks, rehabilitating several pump stations, and rehabbing miles of aged distribution pipes. Given the estimated costs of future needs, the Town plans to take a proactive and multi-phase financial- planning approach, including:  Phase 1 – Multi-Year Water Rate Plan (Immediate and current proposed scope): The Town is nearing the end of a water system planning project process (see Task 1). The completed plan will set a roadmap for several years' worth of investments. In typical fashion, it is prudent to complete rate planning after water system planning is complete so that projected revenues are sufficient to meet project goals, operating expense changes, and reserve target compliance. Given this, Task 2 will use updated information from Task 1 to align rate levels per current project costs and underlying funding strategies (i.e., cash, debt service, reserve grants, etc.), culminating in a multi-year rate schedule recommendation.  Phase 2 – Optimizing Internal Revenue Sources (Future Scope - Six Months): The second phase of the work will optimize internal revenue sources, including a review of the Town's rate design (i.e., tiering, fixed versus variable, seasonal fluctuations, etc.), cost of service considerations, and tap fees. This work will ensure that each customer class continues to pay an equitable share of water services, including newcomers to the City who may require system expansions to serve. Other items assessed during this phase will include a refreshment of pricing provisions for bulk service to the YMCA of the Rockies and possible incentive structures for water conservation.  Phase 3 – Pursuing External Funding Opportunities (Future Scope - One Year): The final phase of the work will include a review of the funding strategies planned for the Town’s projects. Large projects are typically co-funded by a mix of local, state, and federal sources. Co-funding can be highly strategic, resulting in significant cost savings to residents through the procurement of low-interest loans, grants, and principal forgiveness. Work under this phase will include planning, prioritization, and pursuit of external funding sources in support of the Town’s near-term project priorities. The remainder of this Task 2 Scope of Services will focus on Phase 1. Scope for Phases 2 and 3 will be provided in subsequent months, as directed by the Town. 2.1. Project Management 2.1.1. Comple administrative items, including invoicing, client communication, and scheduling. 2.1.2. Lead four (4) Work Progress Meetings with applicable Town Staff. Assumptions:  Work Progress Meetings will be virtual and last for one hour. Deliverables:  Monthly invoices  Written and verbal schedule updates  Work Progress Meeting agendas, presentations, summaries, and notes. Page 4 of 7 2.2. Data Request and Review 2.2.1. Develop a Request for Information Memorandum and submit it to the Town, including, but not limited to, actual itemized expenses and revenues, year-end financial statements, expense and revenue budgets, debt service obligations, information regarding population or future water demand projections, updated CIP, historic flow data by usage type, and service connection totals. 2.2.2. Review the information provided and gain an understanding of the Town’s existing conditions. 2.2.3. Facilitate a Kickoff Meeting Assumptions:  The Town will provide the requested information in a timely manner to maintain the schedule.  The Kickoff Meeting will be virtual and last for one hour. Deliverables:  Request for Information Memorandum  Agenda, slide deck, and notes from the Kickoff Meeting 2.3. Revenue Adequacy Evaluation 2.3.1. Update the Town’s projected revenue requirements with current and forward-looking information, including, but not limited to, reserve totals, operating and personnel costs, capital project estimates, and existing debt service. This information will be used to determine multi- year revenue requirements, integrating future line-item escalation factors (i.e., inflation), capital improvement plans, and new debt service based on assumed capital project funding strategies. 2.3.2. Update projected revenues with current and forward-looking information, incorporating current rate levels, updated water use data, new customer accounts, and population projections. This information will be used to determine multi-year revenue estimations, including the incorporation of less reliable revenue sources, such as grants, investment earnings, and fees, where appropriate. 2.3.3. Review the Town’s reserve policies and check for compliance under existing and future conditions. (i.e., Operating Reserves, Renewal and Replacement Reserves, Capital Reserves, and Debt Service Reserves). 2.3.4. Complete a cash flow assessment to assess the Town’s financial position over a ten-year period (with a detailed emphasis on the first five years), including attention to compliance with reserve targets, debt-coverage, and operating ratios. 2.3.5. Model varying rate adjustment scenarios to rectify revenue gaps with considerations for inflation, level of service changes, and the need for increased funding capacity resulting from future capital projects. Three rate adjustment scenarios will be analyzed, including: (1) Gradual rate increases, ramping up over a period of several years, (2) Consistent year-to-year increases, and (3) One-time increase, with inflationary adjustments for several years. The scenarios will also analyze the potential rate increases necessary in consideration of the preliminary identification of potential external funding opportunities. Page 5 of 7 Assumptions:  AE2S will utilize the Town’s 2019 Water Rate Model as a starting point.  Work excludes review and updates for Tap Fees, cost of service appropriations, rate design, and volumetric tiers.  Debt service estimates for applicable capital projects will be based on advertised length and interest rate terms available from the Drinking Water State Revolving Fund (SRF) at the time of analysis. Grant and principal forgiveness contributions will be omitted to remain conservative. A WIFIA loan comprising 49% of the Water Treatment Plant budget will be incorporated into that specific project’s funding strategy, with emphasis on the five-year extension benefit. Deliverables:  Updated Water Rate Model 2.4. Town Board Meeting Participation 2.4.1. Lead one (1) in-person Town Board Work Session to discuss upcoming financial challenges and potential solutions. 2.4.2. Lead one (1) virtual Town Board Meeting discussion for a rate-setting policy discussion. 2.4.3. Lead one (1) in-person Town Board Meeting discussion to share results and recommendations. Assumptions:  Slide decks and formal presentations will be prepared for all Town Board Meetings.  Tasks 2.4.1-2.4.3 include expenses associated with lodging, transportation, slide deck development, one-hour staff preparation meetings, and one-hour staff debrief meetings.  Tasks do not include the development of Rate Ordinances. Deliverables:  Agenda, slide deck, and notes from Town Board Meetings 2.5. Documentation and Reporting 2.5.1. Develop a Preliminary Report that documents the completed work and associated recommendations. 2.5.2. Submit the Preliminary Report to the Town for review and comment. 2.5.3. Complete a Final Report based on the Town’s comments and modifications, including the attachment of slide decks, agendas, notes, and other applicable information. Assumptions:  The Report will be approximately ten pages in length (20 pages double-sided) and will provide concise documentation of the work, including all analysis, evaluated alternatives, results of financial models, and recommendations. Deliverables:  Final Report Page 6 of 7 Schedule AE2S estimates a three-month period to complete Task 2 after the Town provides a notice to proceed. Proposed Fee The proposed fee for Task 2 is $42,984, which is further detailed in Table 2. Amounts listed are ‘not to exceed’ values, and the work will be completed based on Time and Materials. All work will be coordinated with the Town and initiated after written approval. Table 2: Proposed fee for Task 2 # Task Fee % of Total 2.1 Project Management $5,248 12% 2.2 Data Request and Review $2,351 6% 2.3 Revenue Adequacy Evaluation $12,071 28% 2.4 Town Board Meeting Participation $13,704 32% 2.5 Documentation and Reporting $9,610 22% Total: $42,984 100% Additional Services Additional services available to the Town as a function of Task 2 include, but are not limited to:  Additional meetings or presentations to the Town Board, other stakeholders, or residents.  Additional project and/or reinvestment planning or estimating services.  Public education and engagement materials, such as branding, logos, press releases, door hangers, and utility bill inserts. AE2S is pleased to provide any of the additional services, or other professional services requested by the Town. The costs associated with additional services are not included. If requested, AE2S will provide services beyond the scope of this proposal on an hourly basis in accordance with our current Hourly Fee and Expense Schedule. Page 7 of 7 Combined Fee for Tasks 1 and 2 The combined fee for Tasks 1 and 2 is $136,984, which is further detailed in Table 3. Monthly invoices will be provided to the Town with regular updates on the total dollar amount. Table 3: Proposed combined fee for Tasks 1 and 2. # Task Approach Fee 1 Water Master Plan Planning Document Review and Stakeholder Support Time and Materials $94,000 2 Multi-Year Water Rate Schedule Time and Materials $42,984 Total: - $136,984 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 1 TECHNICAL MEMORANDUM To: Reuben Bergsten, Utilities Director Chris Eshelman, Water Superintendent The Town of Estes Park From: Shawn Gaddie AE2S Nexus Re: The Town of Estes Park Water Utility System Cost of Service and Rate Design Study Date: June 25, 2019 EXECUTIVE SUMMARY ES.1. Introduction The Town of Estes Park (Town) retained AE2S Nexus to complete a Water Utility System Cost of Service and Rate Design Study (Study). This Study provides a comprehensive review of the water system financial plan, including rates, capital and debt financing, and asset renewal and replacement reserve funding. AE2S conducted the study under four primary components: Test Year and Future Year Revenue Requirements Analysis; Interclass Cost of Service Analysis (COSA); Rate Design Alternatives Development; and Multi-year Revenue Adequacy Analysis ES.2. Revenue Requirements Revenue requirements were developed by establishing the Operation and Maintenance (O&M) expenses, debt service principal, debt service interest expense, and capital funded through rates. The Test Year Revenue Requirements results are shown in Table ES.1. Additional reserve and debt service coverage considerations were incorporated to establish the future revenue requirements shown in Table ES.2. Key considerations in the future years revenue requirements analysis included: $1,000,000 of annual capital renewal project expense to address system ageing and deterioration concerns; Financing of the Town’s anticipated local share of the estimated $35,000,000 Glacier Water Treatment Plant replacement in 2024-2025 timeframe, with debt service anticipated to become effective in 2026; and Annual inflationary increases on remainder utility operations and maintenance expense. Attachment 3 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 2 Table ES.1: Test Year Revenue Requirements Division 2019 Budget Adjustment Adjusted 2019 Source of Supply $202,200 $ - $202,200 Purification $1,153,074 $ - $1,153,074 Distribution $1,545,413 $ - $1,545,413 Customer Accounts $496,665 $ - $496,665 Administration and General $632,591 $ - $632,591 Transfers $263,215 $ - $263,215 Debt Service $410,270 $ - $410,270 Capital $3,381,093 $ (2,811,093)* $570,000 Total Revenue Requirement $8,084,521 $ (2,811,093) $5,273,428 *Adjusted in consideration of anticipated reserve contributions not contributing to net rate revenue requirements Table ES.2: Projected Revenue Requirements (2020 – 2029) 2020 2021 2022 2023 2024 O&M $4,468,730 $4,629,014 $4,798,136 $4,973,104 $5,164,867 Transfer Payments $273,949 $283,080 $295,146 $306,911 $329,072 Contributions to Reserves $716,046 $716,046 $716,046 $716,046 $716,046 Rate Funded Capital/Reserves $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Debt Service P&I $407,213 $404,961 $405,862 $407,514 $398,589 Total Revenue Requirements $6,865,938 $7,033,102 $7,215,189 $7,403,575 $7,608,573 2025 2026 2027 2028 2029 O&M $5,337,815 $5,526,902 $5,726,853 $5,930,989 $6,146,714 Transfer Payments $351,191 $364,635 $378,681 $392,367 $406,648 Contributions to Reserves $716,046 $940,229 $940,229 $940,229 $940,229 Rate Funded Capital/Reserves $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Debt Service P&I $402,775 $1,896,098 $1,897,439 $1,897,764 $1,494,559 Total Revenue Requirements $7,833,261 $9,760,857 $9,980,714 $10,206,356 $10,037,494 ES.3. Cost of Service Analysis (COSA) A Cost of Service Analysis (COSA) is used by utilities to evaluate the equitability of current rates in recovering costs from the user classes served based on level of service provided to each class. Rates are considered equitable when customer classes contribute revenues in line with the costs required to serve them. Once Test Year Revenue Requirements were established, the COSA functionalized, allocated, and distributed those costs to customer classes. Following the distribution of costs to each customer class, the classes were combined to encompassing both urban and rural customers and compared to the corresponding percentage of revenues from each class of service. Table ES.3 shows the results of the analysis: Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 3 Table ES.3: 2019 Cost of Service Summary Customer Class % of Cost % of Revenue % Difference Residential 50.70% 53.60% 5.7% Commercial 40.04% 37.98% -5.2% Bulk Water 4.51% 4.12% -8.6% Pumped Flow 4.75% 4.30% -9.6% Total 100% The percent difference is calculated as the cost percentage minus the revenue percentage, divided by the cost percentage. A percent difference within +/- five percent is generally considered to be an acceptable range. Where the percent difference is greater than +/- five percent, revision to the rates and/or structure are deemed appropriate to improve the cost-revenue relationship between user classes. The results of the COSA indicate there is some disparity between the user classes under the existing rate configuration. In particular, on a percentage basis:  The Residential class is contributing revenue slightly greater than its cost;  The Commercial class is contributing revenue slightly less than its cost;  The Bulk Water class is contributing revenue less than its cost; and  The Pumped Flow class is contributing revenue less than its cost. It should be noted that the results of this analysis regarding differences by class are less severe than the differences shown in the analysis conducted in 2015. To continue correcting cost service inequities, user class-specific adjustments to the volumetric rates are recommended. ES.4. Rate Design The final step in the water study was to “design” rates that achieve certain desired goals based on the COSA results and revenue requirements previously developed. Discussions with staff and the Board led to the development of four primary rate design goals: 1. Ensure long-term revenue adequacy and self-sufficiency of the fund, 2. Increase fixed revenue generation to mitigate seasonal water sales fluctuations, 3. Continue to strive towards equity among user classes, and 4. Enhance affordability for low volume use and lifeline users. These rate design goals are implemented by: 1. Embedding the first 2,000 gallons of monthly consumption for all residential customers to increase fixed revenue generation and maintain lifeline use affordability; Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 4 2. Increasing the proportion of fixed revenues collected from non-residential customers through increasing meter charges at a higher rate than volumetric charges; 3. Correcting cost of service inequities among all customer classes by increasing overall charges to the non-residential classes of service at rate higher than the residential class across the period. Table ES.4 shows the rate structure recommended to achieve the stated rate design goals of the Town. The proposed rates are recommended for implementation January 1 st, 2020. Table ES.4: Proposed Rate Schedule RESIDENTIAL BASE FEE All Residential Users (Includes the first 2,000 gallons of consumption) 2020 2021 2022 Urban Rural Urban Rural Urban Rural $42.33 $65.61 $44.44 $66.67 $46.67 $67.67 NON-RESIDENTIAL BASE FEE BY METER SIZE METER SIZE 2020 2021 2022 Urban Rural Urban Rural Urban Rural 5/8" $36.47 $58.35 $40.84 $65.35 $44.93 $71.88 3/4" $36.47 $58.35 $40.84 $65.35 $44.93 $71.88 1" $60.89 $97.43 $68.20 $109.12 $75.02 $120.04 1-1/2" $121.42 $194.27 $135.99 $217.58 $149.59 $239.34 2" $194.34 $310.95 $217.66 $348.26 $239.43 $383.09 3" $364.64 $583.42 $408.40 $653.43 $449.23 $718.78 4" $607.85 $972.55 $680.79 $1,089.26 $748.87 $1,198.19 6" $837.16 $1,339.45 $937.61 $1,500.18 $1,031.38 $1,650.20 8" $1,944.61 $3,111.38 $2,177.96 $3,484.74 $2,395.76 $3,833.22 10" $2,795.68 $4,473.08 $3,131.16 $5,009.85 $3,444.27 $5,510.84 Note: Previously purchased taps that are not connected will be charged half the monthly base fee. VOLUME CHARGE BY RATE CLASS PER 1,000 GALLONS RATE CLASS 2020 2021 2022 Urban Rural Urban Rural Urban Rural Residential $6.58 $10.20 $6.91 $10.37 $7.26 $10.53 Non-Residential $5.51 $8.82 $5.62 $8.99 $5.73 $9.17 Pumped Flow $9.21 $14.74 $9.67 $15.48 $10.16 $16.26 Bulk Water $6.31 $12.19 $6.75 $13.04 $7.09 $13.69 Bulk Water Dispenser $8.98 $9.54 $10.01 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 5 ES.5. Multi-Year Revenue Adequacy All components analyzed in this study play a role in determining the Utility’s overall financial health and revenue adequacy. Figure ES.1 outlines the projected water fund balances based on those estimated growth components, the reserve targets established in this study, and the estimated revenues following implementation of the recommended rate design for 2020-2022. The aggregate rate increases shown from 2023 to 2029 are not recommended for adoption at this time and are only meant for future forecasting purposes. The largest consideration in this future increase forecast is the anticipated Glacier Water Treatment Plant capital expenditures and associated debt service in the 2024-2026 timeframe. Figure ES.1: Projected Water Fund Balance (2020-2029) 2.8% 6.2% 5.0%5.0% 4.6%4.6% 5.4% 4.9%4.9%4.9% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Bond Covenant Reserve Account Operations and Maintenance Reserve Account Renewal/Replacement Reserve Account Rate Stabilization Reserve Account Operating and Bond Reserve Target Stacked Reserve Target Bond Reserve Target Aggregate Rate Increase Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 6 1.INTRODUCTION In addition to reviewing the existing rate structure to address general equitability and revenue adequacy goals, the goal of the study was to provide a comprehensive review of the water system financial plan, including rates, capital and debt financing, and asset renewal and replacement reserve funding. The results of the study, summarized herein, include a financial plan designed to provide equitable methodologies for appropriate user fees that are adequate to fully fund the expenses associated with the water utility system, equipment repair and replacement, and capital. Specifically, the objectives for completion of the study included the following: Evaluation of the most prudent revenue generation strategy for the water utility including evaluating the balance between fixed and variable charges to promote revenue stability in consideration of large seasonal fluctuations in demand; Evaluation of key cost of service considerations for all customer classes, and developing corresponding rates reflective of the level of service provided; Incorporation of the most current Capital Improvements Plan projects into a multi-year rate model and the future capital cost of the Glacier Creek Water Treatment Plant; Review the reserve fund policies of the utility and ensure they are supportive of the utility’s financial goals and are achievable within the overall rate plan. To meet the Town’s objectives, AE2S Nexus completed a study consisting of the following components: Test Year and Future Year Revenue Requirements Analysis; Interclass Cost of Service Analysis (COSA); Rate Design Alternatives Development; and Multi-year Revenue Adequacy Analysis Throughout the Study, AE2S Nexus and the Town met via videoconference or teleconference to discuss assumptions and intermediate results. In addition, AE2S Nexus gave a presentation to the Estes Park Water Utility Staff on February 13, 2019 to introduce the study methodology and solicit direction on policy issues that would impact final rate recommendations. AE2S Nexus provided a presentation to the Town Board on March 25, 2019, to provide preliminary results and information, and gather policy direction on key issues. The final results and recommendations were delivered to the Town Board on May 28, 2019. This Technical Memorandum summarizes the assumptions, analysis, results, and recommendations for the Study. Additional deliverables, including progress meeting and Board meeting slides, and finalized rate models have been provided under separate cover. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 7 2. WATER REVENUE REQUIREMENT 2.1. Determining the Water Utility Revenue Requirement The first step in the rate study process is establishing revenue requirements. The Utility’s revenue requirements were developed under the assumption that the Utility should be self- sufficiently funded through internal rates and fees. Based on this assumption, revenue requirements were developed by establishing the Operation and Maintenance (O&M) expenses, debt service principal, debt service interest expense, and capital funded through rates. 2.2. Establishing a Time Frame and Approach The revenue requirements for this study served two purposes: a test year budget for the COSA and an aid in long-term planning for the rate design. The 2019 budget was used for the COSA, the multi-year rate model projected revenues through 2029, and the final rate design alternatives were developed for 2020 through 2022. To represent a typical year of operations and capital expenditures within the COSA analysis, Test Year revenue requirements were calculated using the cash needs approach. This approach is typically used by municipalities and is in line with the methodology applied in past rate studies performed by the Town. 2.3. Projection of Revenues The Water Utility’s revenues can be split into two categories: rate revenues and non-operating revenues. Rate revenues include revenues from the base rates charged to customers on a monthly basis and the volumetric rates charged per 1,000-gallons. The Town’s customers are split into four classes: Residential, Commercial, Bulk Water, and Pumped Flow. Rates within these classes are further adjusted based on the customer’s location or the use of pumps to distribute water supply to higher elevation service areas. In consideration of rural and pumped flow service areas, the City applies the following adjustments:  Rural rates are calculated by applying a 1.6 factor to urban rates for all user classes.  Pumped Flow rates are calculated by applying a 1.4 factor over Residential rates. Table 1 and Table 2 on the following page outline the Town’s current rate structure and the rate revenues estimated for each class. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 8 Table 1: Current Rate Structure Base Fee by Meter Size Urban Rural 5/8” $32.56 $52.09 1” $32.56 $52.09 1 ¼” $54.37 $86.99 1 ½” $108.41 $173.46 2” $173.52 $277.65 3” $325.57 $520.91 4” $542.72 $868.36 6” $747.46 $955.93 8” $1,736.26 $2,778.05 10” $2,496.14 $3,993.82 Volume Charge per Kgal Urban Rural Residential $5.26 $8.42 Commercial $5.40 $8.64 Bulk Water $5.90 $11.39 Pumped Flow $7.37 $11.79 Table 2: Test Year Rate Revenues (2018) Test Year Revenues Revenue % Residential $2,907,602 53.60% Commercial $2,059,943 37.98% Bulk Water $223,533 4.12% Pumped Flow $233,181 4.30% Total $5,424,258 100% Non-operating revenues included sources such as grant funding, tap fees, and investment income. These revenues were adjusted out of the COSA Test Year but are incorporated later in the study when evaluating the utility’s overall multi-year revenue adequacy. 2.4. Operating and Maintenance Expenses O&M expenses are those expenses used to operate and maintain the Utility. The Town’s 2019 budget divides these expenses into five divisions: Source of Supply, Purification, Distribution, Customer Accounts, and Administration and General. Total O&M expenses for 2019 equal $4,144,116. 2.4.1. Source of Supply Source of Supply O&M expenses specifically include costs to maintain the Town’s water rights. Source of supply expenses for 2019 equal $202,200. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 9 2.4.2. Purification Purification O&M expenses are those expenses required for maintenance of the water treatment facility. This includes labor, lab testing, treatment supplies, utilities, and regular repair and maintenance. These expenses totaled $1,153,074 in the 2019 budget. 2.4.3. Distribution Distribution O&M expenses include those costs required to transport water from the treatment facilities to customers. These costs include liability and property insurances, professional engineering services, repair and maintenance, tools and supplies, and utilities. Distribution expenses totaled $1,545,413 in the 2019 budget. 2.4.4. Customer Accounts Customer accounts expenses include all expenses required to service and maintain the customer accounts. These costs include insurance premiums, billing materials and supplies such as postage and printing, meters, and additional contracted services. Total 2019 expenses for this division are $496,665. 2.4.5. Administration and General Administration and general expenses include overhead expenses for the utility such as auditing and legal, information technology services, real estate rental expenses, employee education and recognition and insurance premiums. Administration and general expenses for 2019 equal $746,764. 2.5. Taxes and Transfers The Utility budgets three expenses under the Transfers division: Payment in Lieu of Taxes (PILOT), Franchise Fees, and Transfer Out (to the General Fund). The PILOT is calculated by multiplying the City’s fixed assets value by 29 percent and then by 0.1822 percent. Franchise fees are calculated by taking three percent of urban revenues less bulk water. Transfers to the General Fund account for staff providing service to multiple departments. The Transfer division total for 2019 was $263,215. 2.6. Capital Improvement Plan The Capital Improvement Plan (CIP) provided by the Town scheduled 67 projects to be completed over the next 27 years. It is currently planned that all projects other than the Glacier Creek Water Treatment Plant and the Prospect Mountain Water Company project will be funded through rate revenue. The average annual rate funded capital improvements from 2019 to 2023 equaled approximately $716,000, however the Town has established a policy of funding $1,000,000 in capital improvements per year to ensure reliable, efficient, and up-to-date infrastructure. The 2019 budget estimated capital improvement costs at $3,381,093, however for this Study and for the purpose of the COSA Test Year, Town staff reduced the estimated improvements to be funded through rates to $570,000. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 10 Table 3: Capital Improvement Plan by Funding Source (2020 – 2029) 2020 2021 2022 2023 2024 Rate Revenue $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 SRF Loan $ - $ - $ - $ - $ - Revenue Bonds $ - $ - $ - $ - $17,500,000 R&R Reserve Fund $ - $ - $ - $ - $ - Impact Fees $ - $ - $ - $ - $ - TOTAL $1,000,000 $1,000,000 $1,000,000 $1,000,000 $18,500,000 2025 2026 2027 2028 2029 Rate Revenue $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 SRF Loan $ - $ - $ - $ - $ - Revenue Bonds $17,500,000 $ - $ - $ - $ - R&R Reserve Fund $ - $ - $ - $ - $ - Impact Fees $ - $ - $ - $ - $ - TOTAL $18,500,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 2.7. Projection of Debt Service The water system currently makes payments on two debt instruments. The first is a loan dated in 2008 from the Colorado Water Resources and Power Development Authority with an annual payment averaging $400,000 per year. The second is a seven-year lease signed in 2019 that is split between the Water Department (4%), the Light and Power Fund (26%), and the General Fund (70%). The City will pay off the loan in 2028 and the final lease payment is in 2025. The Glacier Creek Water Treatment Plant (Plant) is the only CIP project currently projected to be funded through debt and scheduled within the next ten years. The Plant is projected to be financed through the USDA Rural Development’s Water and Waste Disposal Loan and Grant Program. Town staff’s discussions with local Rural Development staff provided an estimate of 20 percent grant funding for the project. Debt service was estimated based on a 40-year term at the 10-year maximum intermediate category interest rate of 4.38 percent. Debt service for the Plant is scheduled to begin in 2026. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 11 Table 4: Projected Debt Service (2020 – 2029) Existing Debt Service 2020 2021 2022 2023 2024 2008 Series A CWRPDA Water Loan $295,154 $295,154 $300,830 $306,506 $306,506 2019 Radio LP – Motorola Financing $2,066 $2,170 $2,279 $2,394 $2,515 Annual Interest $112,059 $107,637 $102,752 $98,614 $89,568 Proposed Debt Service Glacier Creek Water Treatment Plant Total Debt Service $407,213 $404,961 $405,862 $407,514 $398,589 Existing Debt Service 2025 2026 2027 2028 2029 2008 Series A CWRPDA Water Loan $329,211 $346,239 $363,267 $385,971 $ - 2019 Radio LP – Motorola Financing $2,641 $ - $ - $ - $ - Annual Interest $70,923 $55,301 $39,613 $17,234 $ - Proposed Debt Service Glacier Creek Water Treatment Plant $ - $1,494,559 $1,494,559 $1,494,559 $1,494,559 Total Debt Service $ 402,775 $1,896,098 $1,897,439 $1,897,764 $1,494,559 2.8. Summary of the Water Revenue Requirement After establishing these revenue and expense projections, the test year revenue requirements can be established for the COSA. The results are shown in Table 5. Additional reserve and debt service coverage policies were incorporated to establish the future revenue requirements used in the rate design. Table 5: Test Year Revenue Requirements Division 2019 Budget Adjustment Adjusted 2019 Source of Supply $202,200 $ - $202,200 Purification $1,153,074 $ - $1,153,074 Distribution $1,545,413 $ - $1,545,413 Customer Accounts $496,665 $ - $496,665 Administration and General $632,591 $ - $632,591 Transfers $263,215 $ - $263,215 Debt Service $410,270 $ - $410,270 Capital $3,381,093 $ (2,811,093) $570,000 Total Revenue Requirement $8,084,521 $ (2,811,093) $5,273,428 2.9. Debt Service Coverage Ratios A general debt service coverage ratio of 110 percent was set for all future debt. The Plant debt service through USDA also includes separate reserve requirements, which were excluded from these coverage ratio calculations. The debt service coverage ratio for 2019 is 688 percent. This is largely due to the Town’s history of cash funding most projects and limited use of debt. The coverage ratios decline in 2026 once the Glacier Plant debt service is projected to begin and Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 12 overall debt service for the system increases from $402,775 to $1,896,098. Coverage ratios will gradually increase as rate increases are applied and spike in 2029, once all other debt is repaid. Table 6 shows the estimated debt service coverage ratios from 2020 to 2029 under projected rates developed and discussed further herein. Table 6: Debt Service Coverage Ratios (2020 – 2029) 2020 2021 2022 2023 2024 Coverage Ratio – Calculated 397% 446% 477% 509% 548% 2025 2026 2027 2028 2029 Coverage Ratio – Calculated 572% 132% 140% 150% 203% 2.10. Review of Reserve Levels Town staff indicated that the Town does not have an established reserve policy in place. Reserves play an important role in long-term financial planning and capital improvements for a water system. As part of establishing revenue requirements and capital planning for this study, four reserves targets were established and modeled: Operating Reserve, Renewal/Replacement Reserve, Debt Service Reserve, and Rate Stabilization Reserve. 2.10.1. Operating Reserve The goal of an O&M reserve is to ensure stable operating cash in the event of minor fluctuations in revenue. The AWWA M1 manual recommends setting an O&M reserve target of at least 45 days and up to 180 days of O&M expenses. The 180-day reserve target was selected due to the Town’s seasonal consumption patterns which can affect short-term cash levels. The 180-day reserve target for 2020 is $2,203,757. Revenue sources include rate revenue and miscellaneous income. Any revenues in excess of target would be transferred to other reserve funds until such a time as all reserve funds are funded at target levels. 2.10.2. Capital Reserve A capital reserve is meant to stabilize cash levels in the event of unforeseen capital expenses. To establish the reserve target, staff evaluated the Town’s CIP from 2020 to 2029. The average cash funded capital improvement cost equaled approximately $1,000,000 and the annual capital reserve target was established at that amount. Contributions to the reserve include transfers in from the Operating Reserve. 2.10.3. Debt Service Reserve A debt service reserve is often required by bond covenants to access capital funding programs. The reserve target for 2020 through 2025 is equal to one-year total debt service payment. This target is based upon bond covenants of the Town’s current debt (FY20 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 13 Target is $407,213). Debt service reserves will increase in 2026 when the USDA Rural Development’s debt service begins. USDA Rural Development requires two reserves: a debt service reserve and a short-lived asset reserve. The USDA RD reserve targets modeled with this study are equal to ten and five percent, respectively, of the annual debt service. Contributions include transfers in from the Operating Reserve. Reserve fund usage is limited to debt service payments only. 2.10.4. Rate Stabilization Reserve The rate stabilization reserve will be used to stabilize rates in preparation for construction of the Glacier Plant in 2024 and 2025. The reserve will grow through 2025, and the City will consume part of the reserve in the initial years of debt service for the plant, allowing rates to gradually increase to the annual debt service. The reserve is projected to hold approximately $7.9 million by 2025 and will stabilize at $5 million by 2029. Contributions to this reserve include transfers in from the Operating Reserve. 2.11. Water Revenue Requirement Recommendations Debt ratios and reserve targets were incorporated to project the full revenue requirements necessary to meet future O&M expenses and capital improvement needs of the Utility. Future O&M expense escalation factors were incorporated into the model to recognize the future cost of items such as labor, chemicals, electricity, etc. These projections are essential in evaluating potential rate design alternatives and future revenue adequacy of the utility. The projected revenue requirements from 2020 to 2029 are shown in Table 7. Table 7: Projected Revenue Requirements (2020 – 2029) 2020 2021 2022 2023 2024 O&M $4,468,730 $4,629,014 $4,798,136 $4,973,104 $5,164,867 Transfer Payments $273,949 $283,080 $295,146 $306,911 $329,072 Contributions to Reserves $716,046 $716,046 $716,046 $716,046 $716,046 Rate Funded Capital/Reserves $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Debt Service P&I $407,213 $404,961 $405,862 $407,514 $398,589 Total Revenue Requirements $6,865,938 $7,033,102 $7,215,189 $7,403,575 $7,608,573 2025 2026 2027 2028 2029 O&M $5,337,815 $5,526,902 $5,726,853 $5,930,989 $6,146,714 Transfer Payments $351,191 $364,635 $378,681 $392,367 $406,648 Contributions to Reserves $716,046 $940,229 $940,229 $940,229 $940,229 Rate Funded Capital/Reserves $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Debt Service P&I $402,775 $1,896,098 $1,897,439 $1,897,764 $1,494,559 Total Revenue Requirements $7,833,261 $9,760,857 $9,980,714 $10,206,356 $10,037,494 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 14 Table 7 indicates the increase in revenue requirements through 2025 and demonstrates the significant increase after the projected Glacier Plant debt service begins in 2026. If water rates were held at their existing levels, the water utility will begin consuming reserves in 2020 and will result in a cumulative revenue deficiency of $12,000,000 by 2029, as shown below in Figure 1. To ensure long-term revenue adequacy, Figure 1 demonstrates the need for future rate increases. The recommended approach to rate adjustments for all classes of service to fund the future revenue requirement of the Utility are described in detail in Section 3 and Section 4 of this report. Figure 1: Projected Revenues at Existing Rates vs. Projected Revenue Requirements (2020 – 2029) -$15,000,000 -$10,000,000 -$5,000,000 $0 $5,000,000 $10,000,000 $15,000,000 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Total Revenues Total Revenue Requirements Cumulative Revenue Deficiency Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 15 3. WATER COST OF SERVICE ANALYSIS 3.1. Objectives of a Cost of Service Analysis A COSA is used by utilities to evaluate the equitability of current rates in recovering costs from the user classes served based on level of service provided to each class. Rates are considered equitable when customer classes contribute revenues in line with the costs required to serve them. COSA results also provide key data utilized to develop more equitable rates in the future, ensuring more accurate financial planning and increasing the utility’s ability to plan for system renewal, future growth, and the financing of capital improvements in the system. 3.2. Determining the Customer Classes of Service One of the initial steps prior to beginning a COSA is determining the customer classes that costs will be allocated to. A customer class should have distinct usage characteristics that differentiate it from the other customer classes in the system. Based on the current classes of services established by the Town, the COSA focused on the following customer classes:  Residential;  Commercial;  Bulk Water; and  Pumped Flow. 3.3. General Cost of Service Procedures After the initial step of developing Test Year Revenue Requirements and establishing customer classes, the COSA process followed standard industry methodology. The approach used in this analysis follows recommended industry practices as outlined in the American Water Work Association (AWWA) Principles of Water Rates, Fees and Charges Manual of Water Supply Practices (M1). This includes the following steps: 1. Cost Functionalization; 2. Cost Allocation; and 3. Cost Distribution Figure 2 outlines the COSA process used in this study in greater detail. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 16 Figure 2: The COSA Process 3.4. Functionalization of Costs The first step in a COSA is the functionalization of costs. The functions of costs were identified through analysis of the Town’s 2019 budget and additional conversations with Town staff. Examples of functionalization categories include commodity, treatment, transmission and distribution, and customer accounting. 3.5. Functionalization and Allocation of Water Plant in Service The COSA functionalized and allocated the water system’s fixed assets to establish the factors used to allocate the 2019 budget. Asset data utilized included original cost, accumulated depreciation, and book value as of December 31, 2018. Assets were functionalized by grouping them under four major asset types: Source of Supply, Meters and Hydrants, Treatment, and Transmission and Distribution. Once the total book value for each asset type was established, the asset values were allocated to five factors: capacity-related, commodity-related, customer- related, public fire protection-related, and revenue-related. 3.5.1. Source of Supply Source of supply assets include water and land rights assets. These assets were allocated to both commodity-related and capacity-related costs because they benefit both average-day and peak- day demand capacity. Source of supply assets were allocated 46 percent to capacity-related and 54 percent to commodity-related based on a ratio of the system’s average to peak day demand. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 17 3.5.2. Meters & Hydrants Assets under this category were split between meters and hydrants. Hydrants were allocated 100 percent to public fire protection. Meters were allocated to meters and services as the asset values are dependent upon the size of the meter. 3.5.3. Treatment Similar to the source of supply assets, treatment assets were split between capacity-related at 46 percent and commodity-related at 54 percent. 3.5.4. Transmission and Distribution Transmission and other infrastructure were allocated using the capacity / commodity split of 46 percent and 54 percent. Distribution assets were allocated to capacity, actual customer, and public fire protection at 50 percent, 40 percent and 10 percent, respectively. Distribution allocations were determined by establishing the three purposes served by the Town’s distribution system. The first purpose is to provide a minimum usage volume to all customers. This purpose is attributed to actual customer because of its equivalent value to all customers. The second purpose is to meet peak day needs of the system. This second purpose is allocated to capacity. The final purpose of the distribution system is to provide adequate flows to meet fire protection needs of the community. Therefore, the final purpose is allocated to public fire protection. 3.6. Functionalization and Allocation of Operating Expenses Test Year budget line items were categorized into functional components based on the purpose of each revenue requirement. The City’s Water budget contains the subdivisions discussed in section 2.4. The budget was functionalized and then allocated using the allocation factors establishing when allocating the Utility’s fixed assets. 3.7. Allocation of Costs The allocation of functionalized costs determines why the costs were incurred and the purpose they serve within the system. The utility’s fixed assets and revenue requirements were allocated using the allocation factors discussed below. 3.7.1. Commodity-Related Costs: Commodity-related costs are incurred based on the total quantity of water produced over the test year of service. Examples of costs that fall into this category are source of supply, chemicals, laboratory work, and electrical energy. 3.7.2. Capacity-Related Costs: Capacity-related costs are incurred to provide the system’s current production capacity. Capacity costs generally relate to additional capacity in the treatment facility or storage Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 18 facilities that expand the system’s capacity to produce water outside of the average day use. 3.7.3. Customer-Related Costs: Customer-related costs are those costs that vary depending upon the number of customers served but are unaffected by the amount or rate of consumption. These costs include billing staff, postage, and meters. 3.7.4. Public Fire Protection-Related Costs: Public fire protection-related costs only apply to expenses directly related to providing fire protection in the community. These costs include items such as funding the proportion of the Town’s distribution and storage capacity that is necessary to meet fire flow requirements. 3.7.5. Revenue-Related Costs: The level of these costs is dependent upon the amount of revenue receive by the Town. Only three costs within the Town’s budget are applicable: Payment in Lieu of Taxes (PILOT), Franchise Fees, and Transfers to the General Fund. Table 8 shows the resulting allocation factors by functionalization category. Table 8: Allocation Factors Functionalization Category Commodity (COMM) Capacity (CAP) Actual Customer (AC) Cust. Acct. (WCA) Fire Protection (FP) Revenue Related (RR) Total Commodity 100% 100% Treatment 54% 46% 100% Transmission & Distribution 0% 50% 40% 0% 10% 0% 100% Customer Accounting 100% 100% Actual Customer 100% 100% Revenue Related 100% 100% All Other O&M 28% 35% 18% 14% 5% 0% 100% Net Plant in Service 25% 48% 21% 0% 5% 0% 100% Total O&M 27% 34% 18% 14% 4% 3% 100% Total Revenue Requirement 26% 33% 17% 13% 4% 6% 100% Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 19 3.8. Development of Cost Distribution Factors The final step in a COSA is the development and application of distribution factors to the customer classes. The calculation and resulting distribution of each type of cost is discussed below. 3.9. Overview of the Consumption Patterns A key component in the distribution of costs to the classes of service is how each class uses water across a test year of service. A review of the Town’s 2018 consumption was conducted for each customer class. Estes Park experiences a significant influx of visitors in the summer season as tourists come to visit Rocky Mountain National Park. This additional demand on the utility is especially prevalent in the Urban Commercial, whose peak demand in July is more than doubles its average monthly demand. Figure 3: 2018 Consumption by Customer Class 3.9.1. Commodity Distribution Factor: This factor distributes costs based on average day usage for each customer class from the total 2018 metered consumption plus unaccounted for water. A differential of 1.6 is applied to the average day usage for all rural customer classes to reflect the ownership risks and responsibilities carried by the Town. A factor of 1.4 is applied to the average day usage for Urban Pumped Flow customer class in recognition of the additional costs incurred pumping water to those areas. 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 Urban Residential Rural Residential Urban Commercial Rural Commercial Urban Bulk Water Rural Bulk Water Urban Pumped Flow Rural Pumped Flow Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 20 Table 9: Commodity Cost Distribution Customer Class 2018 Consumption (kgals) Unaccounted for Water (26%) [1] Net Water Delivered (Flow + Losses) Average Day Use (MGD) Plus: Rural Differential Average Day Use (MGD) % of Total Total Urban Residential 137,114 35,650 172,764 0.47 1.00 0.47 28% $383,102 Rural Residential 47,250 12,285 59,535 0.16 1.60 0.26 15% $211,230 Urban Commercial 193,338 50,268 243,606 0.67 1.00 0.67 39% $540,191 Rural Commercial 23,285 6,054 29,339 0.08 1.60 0.13 8% $104,095 Urban Bulk Water 5,061 1,316 6,376 0.02 1.00 0.02 1% $14,139 Rural Bulk Water 15,459 4,019 19,478 0.05 1.60 0.09 5% $69,107 Urban Pumped Flow 11,395 2,963 14,358 0.04 1.40 0.06 3% $44,574 Rural Pumped Flow 2,369 616 2,985 0.01 1.60 0.01 1% $10,589 Total 435,271 113,170 548,441 1.50 1.70 100% $1,377,028 26% [1] Unaccounted for water includes some bleeders, hydrant flushing, and typical system losses 3.9.2. Capacity Distribution Factor The capacity distribution factor uses average day use and peaking factors to calculate the maximum day flow for each customer class. Capacity costs are distributed based on proportionate share of total maximum day flow for the system. Table 10: Capacity Cost Distribution Customer Class Average Day Use (MGD) Peaking Factors Maximum Daily Flow (MGD) % Total Urban Residential 0.47 1.78 0.84 27% $ 464,652 Rural Residential 0.26 1.65 0.43 14% $ 237,716 Urban Commercial 0.67 1.86 1.24 39% $ 682,882 Rural Commercial 0.13 2.12 0.27 9% $ 150,324 Urban Bulk Water 0.02 2.03 0.04 1% $ 19,525 Rural Bulk Water 0.09 2.57 0.22 7% $ 120,782 Urban Pumped Flow 0.06 1.96 0.11 3% $ 59,338 Rural Pumped Flow 0.01 2.13 0.03 1% $ 15,368 Total 1.70 3.18 100% $ 1,750,586 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 21 3.9.3. Customer Distribution Factor Customer-related costs vary proportionally to the number of customers served by the system. This COSA used two customer distribution factors: actual customer and customer service & accounting. Actual customer costs use the actual number of accounts to distribute costs to each customer class. The customer service and accounting costs use weighting factors to reflect the varying costs associated with serving the customer classes. Actual customer and customer service and accounting are shown below in Table 11 and Table 12. Table 11: Actual Customer Cost Distribution Customer Class Number of Accounts % Total Urban Residential 2,481 47.10% $433,950 Rural Residential 1,199 22.76% $209,716 Urban Commercial 1,089 20.67% $190,476 Rural Commercial 225 4.27% $39,355 Urban Bulk Water 2 0.04% $350 Rural Bulk Water 4 0.08% $700 Urban Pumped Flow 218 4.14% $38,130 Rural Pumped Flow 50 0.95% $8,745 Total 5,268 100.0% $921,422 Table 12: Customer Service and Accounting Cost Distribution Customer Class Number of Bills Weighting Factor Weighted Customers % of Total Total Urban Residential 2,481 1.0 2,481 43.42% $307,090 Rural Residential 1,199 1.2 1,439 25.18% $178,090 Urban Commercial 1,089 1.0 1,089 19.06% $134,793 Rural Commercial 225 1.2 270 4.73% $33,420 Urban Bulk Water 2 1.2 2 0.04% $297 Rural Bulk Water 4 1.5 6 0.11% $743 Urban Pumped Flow 218 1.5 327 5.72% $40,475 Rural Pumped Flow 50 2.0 100 1.75% $12,378 Total 5,268 5,714 100.0% $707,285 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 22 3.9.4. Public Fire Protection Distribution Factor Public fire protection costs are distributed based upon the calculated fire protection requirements established for each customer class. Table 13: Public Fire Protection Cost Distribution Customer Class Number of Accounts Fire Prot. Requirements (gals/min) Duration (minutes) Total Weighted FP Requirements % Total Urban Residential 2,481 1,500 120 446,580 34.99% $78,873 Rural Residential 1,199 500 120 71,940 5.64% $12,706 Urban Commercial 1,089 3,000 180 588,060 46.07% $103,860 Rural Commercial 225 3,000 180 121,500 9.52% $21,459 Urban Bulk Water 2 0 0 0 0.00% $ - Rural Bulk Water 4 0 0 0 0.00% $ - Urban Pumped Flow 218 1,500 120 39,240 3.07% $6,930 Rural Pumped Flow 50 1,500 120 9,000 0.71% $1,590 Total 5,268 1,276,320 100.0% $225,418 3.9.5. Revenue-Related Distribution Factor Like the revenue-related allocation factor, 2018 revenues for each customer class were used to develop this factor and distribute revenue-related expenses. Table 14: Revenue-Related Cost Distribution Customer Class 2018 Revenue % Total Urban Residential 1,742,987 32.13% $93,729 Rural Residential 1,164,615 21.47% $62,627 Urban Commercial 1,701,219 31.36% $91,483 Rural Commercial 358,724 6.61% $19,290 Urban Bulk Water 37,671 0.69% $2,026 Rural Bulk Water 185,863 3.43% $9,995 Urban Pumped Flow 172,543 3.18% $9,278 Rural Pumped Flow 60,638 1.12% $3,261 Total 5,424,258 100.0% $291,689 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 23 3.10. Major Assumptions of the Cost of Service Study There were a number of assumptions used for this cost of service study, including the following: 1. This study is based on Base-Extra Capacity Methodology from American Water Works Association M1 Manual "Principles of Water Rates, Fees, and Charges". 2. The basis of the Test year is the 2019 budgeted expenses/capital outlays and 2018 actual revenues. 3. Peaking values for each customer class were calculated based on 2018 consumption data. 4. Infrastructure costs are based on the current book value of the Utility’s assets, as provided by the Town. 3.11. Summary of the Cost of Service Results Following the distribution of costs to each customer class, the classes were combined to encompassing both urban and rural customers. Table 15 presents the COSA results for all customer classes served by the Town. The results of the COSA are then compared to Test Year Revenue (estimated revenue at existing rates) collections to assess equitability of the existing rates for each user class. A comparison of cost versus revenue share percentages for each user class is shown in Table 16. The percent difference is calculated as the cost percentage minus the revenue percentage, divided by the cost percentage. A percent difference within +/- five percent is generally considered to be an acceptable range. Where the percent difference is greater than +/- five percent, revision to the rates and/or structure are deemed appropriate to improve the cost-revenue relationship between user classes. Table 15: Cost Distribution Summary Customer Class Test Year Cost Test Year Cost % Residential $2,673,481 50.70% Commercial $2,111,628 40.04% Bulk Water $237,662 4.51% Pumped Flow $250,657 4.75% Total $5,273,428 100% Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 24 Table 16: 2019 Cost of Service Summary Customer Class % of Cost % of Revenue % Difference Residential 50.70% 53.60% 5.7% Commercial 40.04% 37.98% -5.2% Bulk Water 4.51% 4.12% -8.6% Pumped Flow 4.75% 4.30% -9.6% Total 100% 3.12. COSA Conclusions and Recommendations The results of the COSA indicate that, based on the assumptions in this analysis, there is some disparity between the user classes under the existing rate configuration. In particular, on a percentage basis:  The Residential class is contributing revenue slightly greater than its cost;  The Commercial class is contributing revenue slightly less than its cost;  The Bulk Water class is contributing revenue less than its cost; and  The Pumped Flow class is contributing revenue less than its cost. It should be noted that the results of this analysis regarding differences by class are less severe than the differences shown in the analysis conducted in 2015. To continue correcting cost service inequities, user class-specific adjustments to the volumetric rates are recommended. These recommendations are discussed in greater detail in Section 4 of this report. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 25 4. WATER RATE DESIGN 4.1. Rate Design Goals and Objectives The final step in the water study is to “design” rates that achieve certain desired goals based on the COSA results and revenue requirements previously developed. Discussions with staff have led to the development of four primary rate design goals: 1. Ensure long-term revenue adequacy and self-sufficiency of the fund, 2. Increase fixed revenue generation to mitigate seasonal water sales fluctuations, 3. Continue to strive towards equity among user classes, and 4. Enhance affordability for low volume use and lifeline users. 4.2. Review of the Overall Rate Adjustments Following a review of the long-term revenue requirements for the utility, annual rate adjustments are recommended over the next three years. The adjustments are described in the subsections below. 4.2.1. Residential Rate Design Of the user classes being adjusted, the residential fixed and volumetric rates are considered for the most significant structural change. It is proposed that single-family residential users will pay a common residential monthly minimum, rather than a fixed monthly charge based on meter size, with an allotted amount of usage included in the minimum charge. This proposed design is meant to create a more stable revenue stream from this user class considering high seasonal fluctuations in a large number of accounts that fall to zero usage during the winter. With this goal in mind, it is worth noting that fixed revenues comprise approximately 50% of the total revenue generated on an annual basis from this user class. Under the proposed design, it is projected that this value would grow to nearly 70% from this user class. This is a strategic move in the right direction for the water utility given that over 85% of the annual water utilities costs are fixed expenses. The usage embedded in the minimum is also a key consideration to address affordability for year-round and low-volume lifeline users. The proposed amount of usage embedded in the rate design is the first 2,000 gallons of monthly consumption. This value has been deemed appropriate for a large number of low volume users based on a detailed review of billing data and usage patterns for the residential class. Table 17 below shows the estimated monthly bill change for an urban residential user with a ¾ inch meter at different consumption levels under this revised rate design recommendation. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 26 Table 17: Current vs. Proposed Residential Rate Design Usage (gallons) Current Monthly Bill Re-designed Monthly Bill (2020 Rates) 0 $32.56 $42.33 2,000 $43.08 $42.33 5,000 $58.86 $62.07 7,000 $69.38 $75.23 9,000 $79.90 $88.39 11,000 $90.42 $101.55 . 4.2.2. Non-Residential Rate Design The recommended non-residential rates are proposed to retain the current structure with no amount of embedded usage included in the fixed charge. Fixed charges are recommended to continue to be calculated based upon meter size and standing as an urban or rural user. At present, the commercial class’s fixed charges produce approximately 40 percent of their total annual revenues. To increase revenue stability for the non-residential user classes, the proposed rate design is being modeled with higher increases to the fixed vs. volumetric charges. Similar to the goals for the previously discussed residential rates, this shift is meant to provide additional revenue stability to the system in consideration of seasonality fluctuations and the level of overall fixed expense within the utility. Table 18: Proposed Non-Residential Rate Design Proposed Non-Residential Rate Increases 2020 2021 2022 2023 2024 Fixed Charges (all meter sizes) 12% 12% 10% 10% 7.5% Volumetric - Commercial 2.0% 2.0% 2.0% 2.0% 2.0% Volumetric - Bulk 7.0% 7.0% 5.0% 5.0% 5.0% In addition to providing a more stable revenue generation strategy, the proposed non- residential rate design focuses on correcting interclass cost of service discrepancies while ensuring revenue adequacy as the Town completes vital capital projects, such as the new water treatment plant. The draft results of the study’s cost of service analysis indicate that Commercial and Bulk Water users are currently generating revenue that is slightly less than the total allocated cost to serve these classes. These results are similar to past cost of service analyses performed for the Town. To correct these discrepancies, overall rate increases for Commercial and Bulk Water users are proposed to increase at a greater rate than the residential user classes. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 27 Table 19: Proposed Interclass Cost of Service Corrections Projected Increase in Total Revenue by Class 2020 2021 2022 2023 2024 Residential 0.3% 5.9% 4.2% 4.1% 4.1% Commercial 6.5% 6.7% 6.0% 6.1% 5.2% Bulk Water 7.9% 7.9% 6.0% 5.9% 5.8% Total Projected Aggregate Rate Increase (all classes) 2.8% 6.3% 5.0% 5.0% 4.6% 4.2.3. Rural Rate Differential Rate Design In recognition of multiple “ownership” risks and responsibilities, the Town of Estes Park has a long-standing policy of including a 1.6 rate differential for rural user rates as compared to urban users. The factor used by the Town in setting rural rates is in recognition of multiple risks and responsibilities carried by the Town including legal/regulatory risks and financing/fiduciary responsibilities and risks. Within the current rate study analysis, the proposed rate design continues to apply a factor for all rural user rates; however, in recognition of affordability concerns similar to those presented for the Urban Residential user rates, the proposed factors within current rate model are proposed to differ for rural residential and non-residential users. In an effort to address future affordability for all “lifeline” residential users while maintaining revenue stability, the factor applied to rural residential rates is proposed to decrease gradually over the next six years from 1.6 to 1.3. Table 20 below outlines the proposed urban vs. rural factor transition. Table 20: Rural Rate Differential (2019 – 2025) Proposed Rural Residential Factor above Urban Rates 2019 2020 2021 2022 2023 2024 2025 All Charges 1.60 1.55 1.50 1.45 1.40 1.35 1.30 The graduated adjustment of the urban vs. rural rate factor is expected to have a measurable difference in the rates charged to rural residential rate payers over time. The transition to a factor of 1.3 by the year 2025 continues to address the difference in risks carried between inside city and outside city residential customers while mitigating affordability concerns within the overall rate increase strategy of the water utility. Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 28 4.3. Summary of Proposed Water Rates 4.3.1. Present Water Rates The Town’s current water rate structure charges a base fee to users based on meter size and status as an urban or rural user. Consumption is charged using a volumetric rate. This rate applies to all consumption and is based on the customer class and urban/rural status. Table 21 shows the existing rate schedule for 2019. Table 21: Current Rate Schedule Meter Size Urban Rural 5/8" $32.56 $52.09 3/4" $32.56 $52.09 1" $54.37 $86.99 1-1/2" $108.41 $173.46 2" $173.52 $277.65 3" $325.57 $520.91 4" $542.72 $868.36 6" $747.46 $955.93 8" $1,736.26 $2,778.02 10" $2,496.14 $3,993.82 Volumetric Charge Urban Rural Residential $5.26 $8.42 Commercial $5.40 $8.64 Pumped Flow $7.37 $11.79 Bulk Water $5.90 $11.39 Bulk Water Dispenser $8.73 4.3.2. Proposed Water Rates Table 22 below provides a summary of the recommended water rates for all classes of service to achieve the stated rate design goals of the Town. The proposed rates are recommended for implementation January 1st, 2020. . Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 29 Table 22: Proposed Rate Schedule RESIDENTIAL BASE FEE All Residential Users (Includes the first 2,000 gallons of consumption) 2020 2021 2022 Urban Rural Urban Rural Urban Rural $42.33 $65.61 $44.44 $66.67 $46.67 $67.67 NON-RESIDENTIAL BASE FEE BY METER SIZE METER SIZE 2020 2021 2022 Urban Rural Urban Rural Urban Rural 5/8" $36.47 $58.35 $40.84 $65.35 $44.93 $71.88 3/4" $36.47 $58.35 $40.84 $65.35 $44.93 $71.88 1" $60.89 $97.43 $68.20 $109.12 $75.02 $120.04 1-1/2" $121.42 $194.27 $135.99 $217.58 $149.59 $239.34 2" $194.34 $310.95 $217.66 $348.26 $239.43 $383.09 3" $364.64 $583.42 $408.40 $653.43 $449.23 $718.78 4" $607.85 $972.55 $680.79 $1,089.26 $748.87 $1,198.19 6" $837.16 $1,339.45 $937.61 $1,500.18 $1,031.38 $1,650.20 8" $1,944.61 $3,111.38 $2,177.96 $3,484.74 $2,395.76 $3,833.22 10" $2,795.68 $4,473.08 $3,131.16 $5,009.85 $3,444.27 $5,510.84 Note: Previously purchased taps that are not connected will be charged half the monthly base fee. VOLUME CHARGE BY RATE CLASS PER 1,000 GALLONS RATE CLASS 2020 2021 2022 Urban Rural Urban Rural Urban Rural Residential $6.58 $10.20 $6.91 $10.37 $7.26 $10.53 Non-Residential $5.51 $8.82 $5.62 $8.99 $5.73 $9.17 Pumped Flow $9.21 $14.74 $9.67 $15.48 $10.16 $16.26 Bulk Water $6.31 $12.19 $6.75 $13.04 $7.09 $13.69 Bulk Water Dispenser $8.98 $9.54 $10.01 Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 30 5. SUMMARY OF THE WATER RATE STUDY UPDATE Based on the revenue requirements, the COSA results, and the stated rate design goals established in this study, the following summarizes the proposed rate design recommendations:  Embed in the residential base fee the first 2,000 gallons of monthly consumption for residential and pumped flow users.  Modify the residential base fee from a charge based on meter size to a common monthly base fee.  Increase Commercial and Bulk Water rates at a greater pace than Residential to correct identified cost of service inequities.  Increase non-residential base fees at a greater pace then volumetric charges to achieve 60 percent of total revenues collected by 2022 through fixed charges.  Gradually decrease the rural residential differential from 1.6 to 1.3 by 2025. Figure 4 and Figure 5 show the projected impact on typical Urban Residential and Urban Commercial bills from the recommended 2020 rate increases. Figure 4: Monthly Urban Residential Bill Comparison $32.56 $43.08 $58.86 $69.38 $79.90 $90.42 $42.33 $42.33 $62.07 $75.23 $88.39 $101.55 30% -2% 5% 8% 11%12% -5% 0% 5% 10% 15% 20% 25% 30% 35% $- $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 0 2000 5000 7000 9000 11000 2019 Proposed 2020 % Change Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 31 Figure 5: Monthly Urban Commercial Bill Comparison 5.1. Ten-Year Financial Plan The estimated consumption, meter, and revenue growth developed in this study and the proposed rate increases are all components of the Town’s ten-year financial plan for the water utility. All components play a role in determining the water utility’s overall financial health and revenue adequacy. Figure 6 on the following page outlines the projected water fund balances based on those estimated growth components, the reserve targets established in this study and the estimated revenues following implementation of the recommended rate design. The cash balances shown in Figure 6 reflect the implementation of the four reserve targets discussed in Section 2.10. The implementation of the reserve targets and long-term financial planning is evident in the overall shape of the cash balances. The cash balances for the utility increase from 2020 to 2025 as the Town increases water rates. These excess revenues are allocated to the Town’s reserves in preparation for the construction and debts service of the Glacier Plant. Once the Plant is built, and debt service begins in 2026, the reserves collected through 2025 are consumed to offset revenue deficits, allowing water rates to gradually increase and prevent “rate shock”. Cash balances begin increasing in the last year of the study (2029) when utility revenues are high enough to meet the new debt service levels and no longer rely on those reserves. $32.56 $59.56 $86.56 $113.56 $140.56 $167.56 $36.47 $64.02 $91.57 $119.12 $146.67 $174.22 12% 7% 6%5%4%4% 0% 2% 4% 6% 8% 10% 12% 14% $- $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00 $160.00 $180.00 $200.00 0 5000 10000 15000 20000 25000 2019 Proposed 2020 % Change Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 32 Figure 6: Projected Water Fund Balance (2020-2029) 2.8% 6.2% 5.0%5.0% 4.6%4.6% 5.4% 4.9%4.9%4.9% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Bond Covenant Reserve Account Operations and Maintenance Reserve Account Renewal/Replacement Reserve Account Rate Stabilization Reserve Account Operating and Bond Reserve Target Stacked Reserve Target Bond Reserve Target Aggregate Rate Increase Town of Estes Park: Water Utility System Cost of Service & Rate Design Study 33 TECHNICAL APPENDICES Actual Adopted 5 6 7 8 9 10 11 12 13 14 Line Description 2018 Actual 2019 Budget Escalation Reference 2020 Estimated 2021 Estimated 2022 Estimated 2023 Estimated 2024 Estimated 2025 Estimated 2026 Estimated 2027 Estimated 2028 Estimated 2029 Estimated Source of Supply 503-6200-520 1 Utility Expenditures Source of Supply 106,625$ 202,200$ Water 210,288$ 218,700$ 227,448$ 236,545$ 246,007$ 255,848$ 266,081$ 276,725$ 287,794$ 299,305$ Water Purification 503-6200-530 1 Labor Personnel 384,928$ 470,050$ Labor 488,852$ 508,406$ 528,742$ 549,892$ 571,888$ 594,763$ 618,554$ 643,296$ 669,028$ 695,789$ 2 Insurance Premiums Liability Insurance 2,865$ 3,354$ Benefits 3,455$ 3,558$ 3,665$ 3,775$ 3,888$ 4,005$ 4,125$ 4,249$ 4,376$ 4,507$ 3 Insurance Premiums Unemployment Insurance -$ -$ Benefits -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4 Professional Services/Fees Lab Testing 27,436$ 49,050$ Supplies 50,031$ 51,032$ 52,052$ 53,093$ 54,155$ 55,238$ 56,343$ 57,470$ 58,619$ 59,792$ 5 Professional Services/Fees Insurance Claims -$ -$ Benefits -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 6 Professional Services/Fees Other Professional Services/Fees 697$ 920$ Labor 957$ 995$ 1,035$ 1,076$ 1,119$ 1,164$ 1,211$ 1,259$ 1,309$ 1,362$ 7 Publishing Publication Fees -$ 2,000$ Supplies 2,040$ 2,081$ 2,122$ 2,165$ 2,208$ 2,252$ 2,297$ 2,343$ 2,390$ 2,438$ 8 Repair and Maintenance Buildings 20,949$ 81,000$ Misc 81,810$ 82,628$ 83,454$ 84,289$ 85,132$ 85,983$ 86,843$ 87,711$ 88,589$ 89,474$ 9 Repair and Maintenance Machinery/Tools -$ 200$ Equipment 206$ 212$ 219$ 225$ 232$ 239$ 246$ 253$ 261$ 269$ 10 Repair and Maintenance Laboratory 373$ 17,200$ Supplies 17,544$ 17,895$ 18,253$ 18,618$ 18,990$ 19,370$ 19,757$ 20,153$ 20,556$ 20,967$ 11 Repair and Maintenance Vehicle Repairs-Fleet Ship -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 12 Repair and Maintenance GASB 62 Membrane Purchase 99,000$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13 Repair and Maintenance Pump 566$ 2,000$ Equipment 2,060$ 2,122$ 2,185$ 2,251$ 2,319$ 2,388$ 2,460$ 2,534$ 2,610$ 2,688$ 14 Repair and Maintenance Storage Tank 2,700$ 8,000$ Equipment 8,240$ 8,487$ 8,742$ 9,004$ 9,274$ 9,552$ 9,839$ 10,134$ 10,438$ 10,751$ 15 Repair and Maintenance Other Equipment/Machinery 11,832$ 42,000$ Equipment 43,260$ 44,558$ 45,895$ 47,271$ 48,690$ 50,150$ 51,655$ 53,204$ 54,800$ 56,444$ 16 Materials and Supplies Office Supplies -$ 700$ Supplies 714$ 728$ 743$ 758$ 773$ 788$ 804$ 820$ 837$ 853$ 17 Materials and Supplies Postage 7$ 250$ Supplies 255$ 260$ 265$ 271$ 276$ 282$ 287$ 293$ 299$ 305$ 18 Materials and Supplies Printing/Forms -$ 300$ Supplies 306$ 312$ 318$ 325$ 331$ 338$ 345$ 351$ 359$ 366$ 19 Materials and Supplies Freight/Shipping 202$ 1,000$ Supplies 1,020$ 1,040$ 1,061$ 1,082$ 1,104$ 1,126$ 1,149$ 1,172$ 1,195$ 1,219$ 20 Materials and Supplies Janitorial 376$ 450$ Supplies 459$ 468$ 478$ 487$ 497$ 507$ 517$ 527$ 538$ 549$ 21 Materials and Supplies Small Tools 632$ 1,000$ Equipment 1,030$ 1,061$ 1,093$ 1,126$ 1,159$ 1,194$ 1,230$ 1,267$ 1,305$ 1,344$ 22 Materials and Supplies Small Hardware 2,428$ 3,500$ Equipment 3,605$ 3,713$ 3,825$ 3,939$ 4,057$ 4,179$ 4,305$ 4,434$ 4,567$ 4,704$ 23 Materials and Supplies Chemical 127,825$ 130,000$ Supplies 132,600$ 135,252$ 137,957$ 140,716$ 143,531$ 146,401$ 149,329$ 152,316$ 155,362$ 158,469$ 24 Materials and Supplies Laboratory 37,488$ 31,600$ Supplies 32,232$ 32,877$ 33,534$ 34,205$ 34,889$ 35,587$ 36,298$ 37,024$ 37,765$ 38,520$ 25 Materials and Supplies Meter 9,676$ 30,000$ Equipment 30,900$ 31,827$ 32,782$ 33,765$ 34,778$ 35,822$ 36,896$ 38,003$ 39,143$ 40,317$ 26 Materials and Supplies Fuel & Oil -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 27 Materials and Supplies Purification Equipment 37,405$ 120,500$ Equipment 124,115$ 127,838$ 131,674$ 135,624$ 139,693$ 143,883$ 148,200$ 152,646$ 157,225$ 161,942$ 28 Materials and Supplies Other Equipment -$ 4,000$ Equipment 4,120$ 4,244$ 4,371$ 4,502$ 4,637$ 4,776$ 4,919$ 5,067$ 5,219$ 5,376$ 29 Utility Expenditures Telephone 2,221$ 7,300$ Equipment 7,519$ 7,745$ 7,977$ 8,216$ 8,463$ 8,717$ 8,978$ 9,247$ 9,525$ 9,811$ 30 Utility Expenditures Natural Gas 4,309$ 14,500$ Utilities 15,370$ 16,292$ 17,270$ 18,306$ 19,404$ 20,569$ 21,803$ 23,111$ 24,497$ 25,967$ 31 Utility Expenditures Electrical Energy 55,230$ 76,000$ Utilities 80,560$ 85,394$ 90,517$ 95,948$ 101,705$ 107,807$ 114,276$ 121,132$ 128,400$ 136,104$ 32 Utility Expenditures Water 587$ -$ Utilities -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 33 Utility Expenditures Sewer 27,371$ 49,000$ Utilities 51,940$ 55,056$ 58,360$ 61,861$ 65,573$ 69,507$ 73,678$ 78,099$ 82,784$ 87,752$ 34 Utility Expenditures Propane Gas 4,193$ 7,200$ Utilities 7,632$ 8,090$ 8,575$ 9,090$ 9,635$ 10,213$ 10,826$ 11,476$ 12,164$ 12,894$ Water Distribution 503-6300-540 35 Labor Personnel 965,141$ 1,030,251$ Labor 1,250,757$ 1,300,787$ 1,352,819$ 1,406,932$ 1,463,209$ 1,521,737$ 1,582,607$ 1,645,911$ 1,711,747$ 1,780,217$ 35 Insurance Premiums Property Insurance 3,831$ 1,938$ Benefits 1,996$ 2,056$ 2,118$ 2,181$ 2,247$ 2,314$ 2,383$ 2,455$ 2,529$ 2,605$ 36 Insurance Premiums Liability Insurance 6,858$ 8,025$ Benefits 8,266$ 8,514$ 8,769$ 9,032$ 9,303$ 9,582$ 9,870$ 10,166$ 10,471$ 10,785$ 37 Insurance Premiums Unemployment Insurance -$ -$ Benefits -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 38 Professional Services/Fees Engineering 7,391$ 20,000$ Labor 20,800$ 21,632$ 22,497$ 23,397$ 24,333$ 25,306$ 26,319$ 27,371$ 28,466$ 29,605$ 39 Professional Services/Fees GIS 44,388$ 60,000$ Labor 62,400$ 64,896$ 67,492$ 70,192$ 72,999$ 75,919$ 78,956$ 82,114$ 85,399$ 88,815$ 40 Professional Services/Fees Insurance Claims -$ 1,575$ Benefits 1,622$ 1,671$ 1,721$ 1,773$ 1,826$ 1,881$ 1,937$ 1,995$ 2,055$ 2,117$ 41 Professional Services/Fees Other Professional Services/Fees 2,036$ 2,043$ Labor 2,125$ 2,210$ 2,298$ 2,390$ 2,486$ 2,585$ 2,688$ 2,796$ 2,908$ 3,024$ 42 Rentals Real Property 10,199$ 10,199$ Misc 10,301$ 10,404$ 10,508$ 10,613$ 10,719$ 10,826$ 10,935$ 11,044$ 11,154$ 11,266$ 43 Rentals Lease -$ 6,915$ Misc 6,984$ 7,054$ 7,125$ 7,196$ 7,268$ 7,340$ 7,414$ 7,488$ 7,563$ 7,638$ 44 Repair and Maintenance Maintenance Contracts 9,716$ 10,000$ Labor 10,400$ 10,816$ 11,249$ 11,699$ 12,167$ 12,653$ 13,159$ 13,686$ 14,233$ 14,802$ 45 Repair and Maintenance Buildings 4,266$ 26,000$ Misc 26,260$ 26,523$ 26,788$ 27,056$ 27,326$ 27,600$ 27,876$ 28,154$ 28,436$ 28,720$ Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 1: Test Year Budget Page 1 of 4 Actual Adopted 5 6 7 8 9 10 11 12 13 14 Line Description 2018 Actual 2019 Budget Escalation Reference 2020 Estimated 2021 Estimated 2022 Estimated 2023 Estimated 2024 Estimated 2025 Estimated 2026 Estimated 2027 Estimated 2028 Estimated 2029 Estimated Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 1: Test Year Budget 46 Repair and Maintenance Vehicle Equipment 1,064$ 25,000$ Equipment 25,750$ 26,523$ 27,318$ 28,138$ 28,982$ 29,851$ 30,747$ 31,669$ 32,619$ 33,598$ 47 Repair and Maintenance Machinery/Tools -$ 1,050$ Supplies 1,071$ 1,092$ 1,114$ 1,137$ 1,159$ 1,182$ 1,206$ 1,230$ 1,255$ 1,280$ 48 Repair and Maintenance Meters 714$ 1,500$ Equipment 1,545$ 1,591$ 1,639$ 1,688$ 1,739$ 1,791$ 1,845$ 1,900$ 1,957$ 2,016$ 49 Repair and Maintenance Vehicle Repairs-Fleet Shp 60,085$ 45,000$ Supplies 45,900$ 46,818$ 47,754$ 48,709$ 49,684$ 50,677$ 51,691$ 52,725$ 53,779$ 54,855$ 50 Repair and Maintenance Water System 78,642$ 110,000$ Supplies 112,200$ 114,444$ 116,733$ 119,068$ 121,449$ 123,878$ 126,355$ 128,883$ 131,460$ 134,089$ 51 Repair and Maintenance Water Hydrant -$ 6,000$ Equipment 6,180$ 6,365$ 6,556$ 6,753$ 6,956$ 7,164$ 7,379$ 7,601$ 7,829$ 8,063$ 52 Repair and Maintenance Pump -$ 6,200$ Equipment 6,386$ 6,578$ 6,775$ 6,978$ 7,187$ 7,403$ 7,625$ 7,854$ 8,090$ 8,332$ 53 Repair and Maintenance Customer Service Lines 1,748$ 5,000$ Misc 5,050$ 5,101$ 5,152$ 5,203$ 5,255$ 5,308$ 5,361$ 5,414$ 5,468$ 5,523$ 54 Repair and Maintenance Future Vehicle Purchase -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 55 Repair and Maintenance Other Equipment/Machinery 15,657$ 14,800$ Equipment 15,244$ 15,701$ 16,172$ 16,658$ 17,157$ 17,672$ 18,202$ 18,748$ 19,311$ 19,890$ 56 Materials and Supplies Office Supplies 2,731$ 4,000$ Supplies 4,080$ 4,162$ 4,245$ 4,330$ 4,416$ 4,505$ 4,595$ 4,687$ 4,780$ 4,876$ 57 Materials and Supplies Freight/Shipping (6)$ 700$ Supplies 714$ 728$ 743$ 758$ 773$ 788$ 804$ 820$ 837$ 853$ 58 Materials and Supplies Janitorial 451$ 450$ R&M 464$ 477$ 492$ 506$ 522$ 537$ 553$ 570$ 587$ 605$ 59 Materials and Supplies Small Tools 16,873$ 18,900$ Equipment 19,467$ 20,051$ 20,653$ 21,272$ 21,910$ 22,568$ 23,245$ 23,942$ 24,660$ 25,400$ 60 Materials and Supplies Small Hardware 2,362$ 4,500$ Equipment 4,635$ 4,774$ 4,917$ 5,065$ 5,217$ 5,373$ 5,534$ 5,700$ 5,871$ 6,048$ 61 Materials and Supplies Lumber/Paint 251$ 2,500$ Supplies 2,550$ 2,601$ 2,653$ 2,706$ 2,760$ 2,815$ 2,872$ 2,929$ 2,988$ 3,047$ 62 Materials and Supplies Medical Supplies 806$ 1,000$ Medical 1,060$ 1,124$ 1,191$ 1,262$ 1,338$ 1,419$ 1,504$ 1,594$ 1,689$ 1,791$ 63 Materials and Supplies Catering/Spec Circumstances 2,065$ 2,000$ Benefits 2,060$ 2,122$ 2,185$ 2,251$ 2,319$ 2,388$ 2,460$ 2,534$ 2,610$ 2,688$ 64 Materials and Supplies Furniture/Fixtures 733$ 3,500$ Supplies 3,570$ 3,641$ 3,714$ 3,789$ 3,864$ 3,942$ 4,020$ 4,101$ 4,183$ 4,266$ 65 Materials and Supplies Energy Efficiency -$ 1,500$ Misc 1,515$ 1,530$ 1,545$ 1,561$ 1,577$ 1,592$ 1,608$ 1,624$ 1,641$ 1,657$ 66 Materials and Supplies Data Processing Software 2,008$ 9,667$ Equipment 9,957$ 10,256$ 10,563$ 10,880$ 11,207$ 11,543$ 11,889$ 12,246$ 12,613$ 12,992$ 67 Materials and Supplies Data Processing Equipment 6,418$ 11,500$ Equipment 11,845$ 12,200$ 12,566$ 12,943$ 13,332$ 13,732$ 14,144$ 14,568$ 15,005$ 15,455$ 68 Materials and Supplies Meters 1,882$ 8,000$ Equipment 8,240$ 8,487$ 8,742$ 9,004$ 9,274$ 9,552$ 9,839$ 10,134$ 10,438$ 10,751$ 69 Materials and Supplies Fuel & Oil 27,855$ 18,000$ Equipment 18,540$ 19,096$ 19,669$ 20,259$ 20,867$ 21,493$ 22,138$ 22,802$ 23,486$ 24,190$ 70 Materials and Supplies Office Equipment -$ 2,500$ Equipment 2,575$ 2,652$ 2,732$ 2,814$ 2,898$ 2,985$ 3,075$ 3,167$ 3,262$ 3,360$ 71 Materials and Supplies Communication Equipment 1,680$ 4,000$ Equipment 4,120$ 4,244$ 4,371$ 4,502$ 4,637$ 4,776$ 4,919$ 5,067$ 5,219$ 5,376$ 72 Materials and Supplies Shop Equipment 967$ 1,500$ Equipment 1,545$ 1,591$ 1,639$ 1,688$ 1,739$ 1,791$ 1,845$ 1,900$ 1,957$ 2,016$ 73 Materials and Supplies Other Equipment 50$ 8,000$ Equipment 8,240$ 8,487$ 8,742$ 9,004$ 9,274$ 9,552$ 9,839$ 10,134$ 10,438$ 10,751$ 74 Job Performance Personal Safety Equipment 2,837$ 10,500$ Equipment 10,815$ 11,139$ 11,474$ 11,818$ 12,172$ 12,538$ 12,914$ 13,301$ 13,700$ 14,111$ 75 Utility Expenditures Telephone 3,912$ 5,000$ Equipment 5,150$ 5,305$ 5,464$ 5,628$ 5,796$ 5,970$ 6,149$ 6,334$ 6,524$ 6,720$ 76 Utility Expenditures Natural Gas 2,929$ 8,700$ Utilities 9,222$ 9,775$ 10,362$ 10,984$ 11,643$ 12,341$ 13,082$ 13,866$ 14,698$ 15,580$ 77 Utility Expenditures Electrical Energy 24,019$ 24,000$ Utilities 25,440$ 26,966$ 28,584$ 30,299$ 32,117$ 34,044$ 36,087$ 38,252$ 40,547$ 42,980$ 78 Utility Expenditures Water 1,112$ -$ Utilities -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 79 Utility Expenditures Trash Disposal 1,283$ 3,500$ Utilities 3,710$ 3,933$ 4,169$ 4,419$ 4,684$ 4,965$ 5,263$ 5,578$ 5,913$ 6,268$ 80 Other Promotion 867$ -$ Utilities -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 81 Other Short/Over Inventory Acct -$ -$ Misc -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Water Customer Accounts 503-6400-550 82 Labor Personnel 209,162$ 335,530$ Labor 348,951$ 362,909$ 377,426$ 392,523$ 408,224$ 424,552$ 441,535$ 459,196$ 477,564$ 496,666$ 82 Insurance Premiums Liability Insurance 755$ 884$ Benefits 911$ 938$ 966$ 995$ 1,025$ 1,056$ 1,087$ 1,120$ 1,153$ 1,188$ 83 Insurance Premiums Unemployment Insurance -$ -$ Benefits -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 84 Professional Services/Fees Info Technology Services -$ -$ Supplies -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 85 Professional Services/Fees Bank Fees -$ 250$ Misc 253$ 255$ 258$ 260$ 263$ 265$ 268$ 271$ 273$ 276$ 86 Professional Services/Fees Contract/Skilled Services -$ 2,500$ Labor 2,600$ 2,704$ 2,812$ 2,925$ 3,042$ 3,163$ 3,290$ 3,421$ 3,558$ 3,701$ 87 Professional Services/Fees Other Professional Services/Fees 34,810$ 40,531$ Labor 42,152$ 43,838$ 45,592$ 47,416$ 49,312$ 51,285$ 53,336$ 55,469$ 57,688$ 59,996$ 88 Materials and Supplies Postage 16,076$ 20,204$ Supplies 20,608$ 21,020$ 21,441$ 21,869$ 22,307$ 22,753$ 23,208$ 23,672$ 24,146$ 24,629$ 89 Materials and Supplies Printing/Forms 2,099$ 13,066$ Supplies 13,327$ 13,594$ 13,866$ 14,143$ 14,426$ 14,714$ 15,009$ 15,309$ 15,615$ 15,927$ 90 Materials and Supplies Freight/Shipping 100$ 400$ Supplies 408$ 416$ 424$ 433$ 442$ 450$ 459$ 469$ 478$ 488$ 91 Materials and Supplies Catering/Spec Circumstance -$ -$ Benefits -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 92 Materials and Supplies Data Processing -$ 300$ Supplies 306$ 312$ 318$ 325$ 331$ 338$ 345$ 351$ 359$ 366$ 93 Materials and Supplies Meter 7,251$ 80,000$ Equipment 82,400$ 84,872$ 87,418$ 90,041$ 92,742$ 95,524$ 98,390$ 101,342$ 104,382$ 107,513$ 94 Materials and Supplies Office Equipment -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Page 2 of 4 Actual Adopted 5 6 7 8 9 10 11 12 13 14 Line Description 2018 Actual 2019 Budget Escalation Reference 2020 Estimated 2021 Estimated 2022 Estimated 2023 Estimated 2024 Estimated 2025 Estimated 2026 Estimated 2027 Estimated 2028 Estimated 2029 Estimated Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 1: Test Year Budget 95 Education/Training Education/Training -$ 2,000$ Misc 2,020$ 2,040$ 2,061$ 2,081$ 2,102$ 2,123$ 2,144$ 2,166$ 2,187$ 2,209$ 96 Uncollectible Accounts Uncollectible Accounts 423$ 1,000$ Misc 1,010$ 1,020$ 1,030$ 1,041$ 1,051$ 1,062$ 1,072$ 1,083$ 1,094$ 1,105$ Water Administration and General 503-6500-560 97 Labor Personnel 322,514$ 330,997$ Labor 344,237$ 358,006$ 372,327$ 387,220$ 402,708$ 418,817$ 435,569$ 452,992$ 471,112$ 489,956$ 98 Insurance Premiums Property Insurance 26,843$ 26,882$ Benefits 27,688$ 28,519$ 29,375$ 30,256$ 31,164$ 32,099$ 33,061$ 34,053$ 35,075$ 36,127$ 99 Insurance Premiums Liability Insurance 1,840$ 2,153$ Benefits 2,218$ 2,284$ 2,353$ 2,423$ 2,496$ 2,571$ 2,648$ 2,727$ 2,809$ 2,893$ 100 Professional Services/Fees Auditing 10,625$ 11,500$ Labor 11,960$ 12,438$ 12,936$ 13,453$ 13,992$ 14,551$ 15,133$ 15,739$ 16,368$ 17,023$ 101 Professional Services/Fees Engineering -$ -$ Labor -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 102 Professional Services/Fees Medical 850$ 250$ Medical 265$ 281$ 298$ 316$ 335$ 355$ 376$ 398$ 422$ 448$ 103 Professional Services/Fees Recording Fees 364$ 155$ Labor 161$ 168$ 174$ 181$ 189$ 196$ 204$ 212$ 221$ 229$ 104 Professional Services/Fees Legal 28,380$ 25,000$ Labor 26,000$ 27,040$ 28,122$ 29,246$ 30,416$ 31,633$ 32,898$ 34,214$ 35,583$ 37,006$ 105 Professional Services/Fees Info Technology Services 58,784$ 67,789$ Labor 70,501$ 73,321$ 76,253$ 79,304$ 82,476$ 85,775$ 89,206$ 92,774$ 96,485$ 100,344$ 106 Professional Services/Fees Bank Service 2,821$ 1,500$ Labor 1,560$ 1,622$ 1,687$ 1,755$ 1,825$ 1,898$ 1,974$ 2,053$ 2,135$ 2,220$ 107 Professional Services/Fees GIS -$ -$ Labor -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 108 Professional Services/Fees Data Processing -$ -$ Labor -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 109 Professional Services/Fees Utility Financial Studies -$ 4,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 110 Professional Services/Fees Other 11,437$ 10,755$ Misc 10,863$ 10,971$ 11,081$ 11,192$ 11,304$ 11,417$ 11,531$ 11,646$ 11,763$ 11,880$ 111 Publishing Publication Fees 513$ 750$ Supplies 765$ 780$ 796$ 812$ 828$ 845$ 862$ 879$ 896$ 914$ 112 Rental Real Property 45,577$ 45,700$ Misc 46,157$ 46,619$ 47,085$ 47,556$ 48,031$ 48,511$ 48,997$ 49,487$ 49,981$ 50,481$ 113 Rental Lease -$ -$ Misc -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 114 Repair and Maintenance Maintenance Contracts 7,907$ 24,240$ R&M 24,967$ 25,716$ 26,488$ 27,282$ 28,101$ 28,944$ 29,812$ 30,707$ 31,628$ 32,577$ 115 Materials and Supplies Office Supplies 1,263$ 1,700$ Supplies 1,734$ 1,769$ 1,804$ 1,840$ 1,877$ 1,914$ 1,953$ 1,992$ 2,032$ 2,072$ 116 Materials and Supplies Postage 548$ 1,000$ Supplies 1,020$ 1,040$ 1,061$ 1,082$ 1,104$ 1,126$ 1,149$ 1,172$ 1,195$ 1,219$ 117 Materials and Supplies Printing/Forms -$ 1,000$ Supplies 1,020$ 1,040$ 1,061$ 1,082$ 1,104$ 1,126$ 1,149$ 1,172$ 1,195$ 1,219$ 118 Materials and Supplies Medical Supplies 347$ 1,400$ Supplies 1,428$ 1,457$ 1,486$ 1,515$ 1,546$ 1,577$ 1,608$ 1,640$ 1,673$ 1,707$ 119 Materials and Supplies Catering /Spec Circumstances 2,389$ 2,200$ Misc 2,222$ 2,244$ 2,267$ 2,289$ 2,312$ 2,335$ 2,359$ 2,382$ 2,406$ 2,430$ 120 Materials and Supplies Office Equipment 43$ 1,000$ Equipment 1,030$ 1,061$ 1,093$ 1,126$ 1,159$ 1,194$ 1,230$ 1,267$ 1,305$ 1,344$ 121 Materials and Supplies Communication Equipment -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 122 Job Performance Uniform Allowance 11,928$ 13,500$ Misc 13,635$ 13,771$ 13,909$ 14,048$ 14,189$ 14,331$ 14,474$ 14,619$ 14,765$ 14,912$ 123 Job Performance Education/Training 17,246$ 40,300$ Misc 40,703$ 41,110$ 41,521$ 41,936$ 42,356$ 42,779$ 43,207$ 43,639$ 44,076$ 44,516$ 124 Job Performance Member Dues/Subscriptions 10,773$ 16,870$ Benefits 17,376$ 17,897$ 18,434$ 18,987$ 19,557$ 20,144$ 20,748$ 21,370$ 22,012$ 22,672$ 125 Job Performance Employee Recognition 1,048$ 1,200$ Misc 1,212$ 1,224$ 1,236$ 1,249$ 1,261$ 1,274$ 1,287$ 1,299$ 1,312$ 1,326$ 126 Job Performance Mileage Reimbursement 41$ 750$ Misc 758$ 765$ 773$ 780$ 788$ 796$ 804$ 812$ 820$ 828$ 127 Utility Expenditures Telephone -$ -$ Equipment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 128 Other Payment In Lieu of Taxes 11,040$ 11,053$ Manual 11,395$ 11,658$ 12,141$ 12,141$ 21,936$ 31,730$ 32,277$ 32,824$ 33,348$ 33,873$ 129 Other Franchise Fees 100,116$ 103,120$ General 109,040$ 113,304$ 120,142$ 127,022$ 134,356$ 141,497$ 149,055$ 157,056$ 164,552$ 172,475$ Water Transfers 503-6600-491 130 Transfers Transfer Out 144,696$ 149,042$ General 153,513$ 158,119$ 162,862$ 167,748$ 172,781$ 177,964$ 183,303$ 188,802$ 194,466$ 200,300$ Water Debt Service 503-6700-470 131 Debt Service Bank Service -$ -$ Manual -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 132 Debt Service Amortization Expense/Bond Issue -$ -$ Manual -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 133 Debt Service Principal on Bonds 283,802$ 289,479$ Manual 295,154$ 297,325$ 303,110$ 308,900$ 309,021$ 331,852$ 615,797$ 644,619$ 679,632$ 306,509$ 134 Debt Service Interest on Bonds 120,357$ 115,791$ Manual 112,059$ 107,637$ 102,752$ 98,614$ 89,568$ 70,923$ 1,280,301$ 1,252,820$ 1,218,132$ 1,188,050$ 135 Debt Service Principal/Capital Lease -$ 3,000$ Manual 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 3,000$ 136 Debt Service Interest/Capital Lease -$ 2,000$ Manual 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ Water Capital 503-7000-580 137 Capital Land 1,009,529$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 138 Capital Building Remodeling 10,750$ 805,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 139 Capital Station Equipment -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 140 Capital Furniture/Fixtures -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 141 Capital Office Equipment -$ 4,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Page 3 of 4 Actual Adopted 5 6 7 8 9 10 11 12 13 14 Line Description 2018 Actual 2019 Budget Escalation Reference 2020 Estimated 2021 Estimated 2022 Estimated 2023 Estimated 2024 Estimated 2025 Estimated 2026 Estimated 2027 Estimated 2028 Estimated 2029 Estimated Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 1: Test Year Budget 142 Capital Data Processing Equipment -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 143 Capital Meters 179,071$ 300,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 144 Capital Communication Equipment 183,537$ 70,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 145 Capital Laboratory Equipment -$ 9,200$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 146 Capital Shop Equipment -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 147 Capital Purification Equipment 36,065$ 14,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 148 Capital Tools 85,951$ 15,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 149 Capital Hydrants -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 150 Capital Other Equipment -$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 151 Capital Trucks 163,864$ 141,000$ General 145,230$ 149,587$ 154,075$ 158,697$ 163,458$ 168,361$ 173,412$ 178,615$ 183,973$ 189,492$ 152 Capital Other Machinery/Equipment 6,500$ -$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 153 Capital Water System 998,774$ 1,902,893$ Manual 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 154 Capital UT System Master Plan -$ 30,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 155 Capital Softwater Development 14,155$ 50,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 156 Capital Water Rights 8,267$ 40,000$ Eliminate -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Division 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Source of Supply 503-6200-520 106,625$ 202,200$ 210,288$ 218,700$ 227,448$ 236,545$ 246,007$ 255,848$ 266,081$ 276,725$ 287,794$ 299,305$ Water Purification 503-6200-530 861,297$ 1,153,074$ 1,192,831$ 1,234,171$ 1,277,163$ 1,321,881$ 1,368,400$ 1,416,802$ 1,467,169$ 1,519,591$ 1,574,160$ 1,630,973$ Water Distribution 503-6300-540 1,315,823$ 1,545,413$ 1,780,751$ 1,846,118$ 1,914,012$ 1,984,533$ 2,057,786$ 2,133,881$ 2,212,932$ 2,295,056$ 2,380,376$ 2,469,023$ Water Customer Accounts 503-6400-550 270,675$ 496,665$ 514,946$ 533,919$ 553,611$ 574,051$ 595,265$ 617,286$ 640,143$ 663,869$ 688,497$ 714,063$ Water Administration and General 503-6500-560 564,081$ 746,764$ 769,914$ 796,107$ 825,902$ 856,095$ 897,408$ 939,434$ 973,569$ 1,009,124$ 1,045,169$ 1,082,694$ Water Transfers 503-6600-491 255,852$ 263,215$ 273,949$ 283,080$ 295,146$ 306,911$ 329,072$ 351,191$ 364,635$ 378,681$ 392,367$ 406,648$ Water Debt Service 503-6700-470 404,159$ 410,270$ 412,213$ 409,961$ 410,862$ 412,514$ 403,589$ 407,775$ 1,901,098$ 1,902,439$ 1,902,764$ 1,499,559$ Water Capital 503-7000-580 2,696,463$ 3,381,093$ 1,145,230$ 1,149,587$ 1,154,075$ 1,158,697$ 1,163,458$ 1,168,361$ 1,173,412$ 1,178,615$ 1,183,973$ 1,189,492$ TOTAL 6,474,974$ 8,198,694$ 6,300,122$ 6,471,643$ 6,658,218$ 6,851,226$ 7,060,985$ 7,290,577$ 8,999,040$ 9,224,099$ 9,455,100$ 9,291,757$ Page 4 of 4 Line Number Description Reference 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1 Labor Labor 1.00 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 2 Benefits Benefits 1.00 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 3 Medical Benefits Medical 1.00 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 4 Repair & Maintenance R&M 1.00 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 5 Materials & Supplies Supplies 1.00 1.02 1.02 1.02 1.02 1.02 1.02 1.02 1.02 1.02 1.02 6 Purchased Water Water 1.00 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 1.04 7 Equipment Equipment 1.00 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 8 Utilities Utilities 1.00 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 1.06 9 Miscellaneous Misc 1.00 1.01 1.01 1.01 1.01 1.01 1.01 1.01 1.01 1.01 1.01 10 General General 1.00 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 1.03 11 Manual Manual 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 12 Eliminate Eliminate 1.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Column Index 2 3 4 5 6 7 8 9 10 11 12 13 14 Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 2: Escalation Table 2019 3 4 5 6 7 8 9 10 15 # Budget Category Basis Commodity (COMM)Capacity (CAP)Actual Customer (AC) Cust. Acctg. (WCA) Meters & Services (WCMS) Fire Protection (FP) Revenue Related (RR) Direct Assign (DA)Total 1 Commodity COMM 100% 100% 3 Treatment Treatment 48% 52% 100% 4 Transmission & Distribution Trans/Dist 0% 50% 40% 0% 0% 10% 0% 0% 100% 5 Customer Accounting WCA 100% 100% 6 Actual Customer AC 100% 100% 7 Revenue Related RR 100% 100% 8 All Other O&M O&M 26% 37% 18% 14% 0% 5% 0% 0% 100% 9 Net Plant in Service NPIS 22% 51% 21% 0% 0% 5% 0% 0% 100% 10 Total O&M Total 25% 36% 18% 14% 0% 4% 3% 0% 100% 11 Total Revenue Requirement RevReq 25%35%17%13%0%4%6%0%100% Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 3: Classification Percentages of Budgeted Costs 6/25/2019 2019 3 4 5 6 7 Line #Business Number Description 2019 Final Budget Test Year Adjustments Total Test Year Function Commodity (COMM) Capacity (CAP) Actual Customer (AC) Cust. Acctg. (WCA) Meters & Services (WCMS) Source of Supply 503-6200-520 1 Utility Expenditures Source of Supply 202,200$ 202,200$ COMM 100.0%0.0%0.0%0.0%0.0% Water Purification 503-6200-530 2 Labor Personnel 470,050$ 470,050$ Treatment 48.0%52.0%0.0%0.0%0.0% 3 Insurance Premiums Liability Insurance 3,354$ 3,354$ Treatment 48.0%52.0%0.0%0.0%0.0% 4 Insurance Premiums Unemployment Insurance -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 5 Professional Services/Fees Lab Testing 49,050$ 49,050$ Treatment 48.0%52.0%0.0%0.0%0.0% 6 Professional Services/Fees Insurance Claims -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 7 Professional Services/Fees Other Professional Services/Fees 920$ 920$ Treatment 48.0%52.0%0.0%0.0%0.0% 8 Publishing Publication Fees 2,000$ 2,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 9 Repair and Maintenance Buildings 81,000$ 81,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 10 Repair and Maintenance Machinery/Tools 200$ 200$ Treatment 48.0%52.0%0.0%0.0%0.0% 11 Repair and Maintenance Laboratory 17,200$ 17,200$ Treatment 48.0%52.0%0.0%0.0%0.0% 12 Repair and Maintenance Vehicle Repairs-Fleet Ship -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 13 Repair and Maintenance GASB 62 Membrane Purchase -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 14 Repair and Maintenance Pump 2,000$ 2,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 15 Repair and Maintenance Storage Tank 8,000$ 8,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 16 Repair and Maintenance Other Equipment/Machinery 42,000$ 42,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 17 Materials and Supplies Office Supplies 700$ 700$ Treatment 48.0%52.0%0.0%0.0%0.0% 18 Materials and Supplies Postage 250$ 250$ Treatment 48.0%52.0%0.0%0.0%0.0% 19 Materials and Supplies Printing/Forms 300$ 300$ Treatment 48.0%52.0%0.0%0.0%0.0% 20 Materials and Supplies Freight/Shipping 1,000$ 1,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 21 Materials and Supplies Janitorial 450$ 450$ Treatment 48.0%52.0%0.0%0.0%0.0% 22 Materials and Supplies Small Tools 1,000$ 1,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 23 Materials and Supplies Small Hardware 3,500$ 3,500$ Treatment 48.0%52.0%0.0%0.0%0.0% 24 Materials and Supplies Chemical 130,000$ 130,000$ COMM 100.0%0.0%0.0%0.0%0.0% 25 Materials and Supplies Laboratory 31,600$ 31,600$ COMM 100.0%0.0%0.0%0.0%0.0% 26 Materials and Supplies Meter 30,000$ 30,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 27 Materials and Supplies Fuel & Oil -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 28 Materials and Supplies Purification Equipment 120,500$ 120,500$ Treatment 48.0%52.0%0.0%0.0%0.0% 29 Materials and Supplies Other Equipment 4,000$ 4,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 30 Utility Expenditures Telephone 7,300$ 7,300$ Treatment 48.0% 52.0% 0.0% 0.0% 0.0% 31 Utility Expenditures Natural Gas 14,500$ 14,500$ Treatment 48.0% 52.0% 0.0% 0.0% 0.0% 32 Utility Expenditures Electrical Energy 76,000$ 76,000$ COMM 100.0% 0.0% 0.0% 0.0% 0.0% 33 Utility Expenditures Water -$ -$ Treatment 48.0%52.0%0.0%0.0%0.0% 34 Utility Expenditures Sewer 49,000$ 49,000$ Treatment 48.0%52.0%0.0%0.0%0.0% 35 Utility Expenditures Propane Gas 7,200$ 7,200$ Treatment 48.0%52.0%0.0%0.0%0.0% Water Distribution 503-6300-540 36 Labor Personnel 1,030,251$ 1,030,251$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 36 Insurance Premiums Property Insurance 1,938$ 1,938$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 37 Insurance Premiums Liability Insurance 8,025$ 8,025$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 38 Insurance Premiums Unemployment Insurance -$ -$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 39 Professional Services/Fees Engineering 20,000$ 20,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 40 Professional Services/Fees GIS 60,000$ 60,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 41 Professional Services/Fees Insurance Claims 1,575$ 1,575$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 42 Professional Services/Fees Other Professional Services/Fees 2,043$ 2,043$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 43 Rentals Real Property 10,199$ 10,199$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 44 Rentals Lease 6,915$ 6,915$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 45 Repair and Maintenance Maintenance Contracts 10,000$ 10,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 46 Repair and Maintenance Buildings 26,000$ 26,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 47 Repair and Maintenance Vehicle Equipment 25,000$ 25,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 48 Repair and Maintenance Machinery/Tools 1,050$ 1,050$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 49 Repair and Maintenance Meters 1,500$ 1,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 50 Repair and Maintenance Vehicle Repairs-Fleet Shp 45,000$ 45,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 51 Repair and Maintenance Water System 110,000$ 110,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 52 Repair and Maintenance Water Hydrant 6,000$ 6,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 53 Repair and Maintenance Pump 6,200$ 6,200$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 54 Repair and Maintenance Customer Service Lines 5,000$ 5,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 55 Repair and Maintenance Future Vehicle Purchase -$ -$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 56 Repair and Maintenance Other Equipment/Machinery 14,800$ 14,800$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 57 Materials and Supplies Office Supplies 4,000$ 4,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 58 Materials and Supplies Freight/Shipping 700$ 700$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 4: Water Utility Test Year Budget and Classification Page 1 of 9 59 Materials and Supplies Janitorial 450$ 450$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 60 Materials and Supplies Small Tools 18,900$ 18,900$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 61 Materials and Supplies Small Hardware 4,500$ 4,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 62 Materials and Supplies Lumber/Paint 2,500$ 2,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 63 Materials and Supplies Medical Supplies 1,000$ 1,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 64 Materials and Supplies Catering/Spec Circumstances 2,000$ 2,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 65 Materials and Supplies Furniture/Fixtures 3,500$ 3,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 66 Materials and Supplies Energy Efficiency 1,500$ 1,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 67 Materials and Supplies Data Processing Software 9,667$ 9,667$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 68 Materials and Supplies Data Processing Equipment 11,500$ 11,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 69 Materials and Supplies Meters 8,000$ 8,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 70 Materials and Supplies Fuel & Oil 18,000$ 18,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 71 Materials and Supplies Office Equipment 2,500$ 2,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 72 Materials and Supplies Communication Equipment 4,000$ 4,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 73 Materials and Supplies Shop Equipment 1,500$ 1,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 74 Materials and Supplies Other Equipment 8,000$ 8,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 75 Job Performance Personal Safety Equipment 10,500$ 10,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 76 Utility Expenditures Telephone 5,000$ 5,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 77 Utility Expenditures Natural Gas 8,700$ 8,700$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 78 Utility Expenditures Electrical Energy 24,000$ 24,000$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 79 Utility Expenditures Water -$ -$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 80 Utility Expenditures Trash Disposal 3,500$ 3,500$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 81 Other Promotion -$ -$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% 82 Other Short/Over Inventory Acct -$ -$ Trans/Dist 0.3%50.0%39.8%0.0%0.0% Water Customer Accounts 503-6400-550 83 Labor Personnel 335,530$ 335,530$ WCA 0.0%0.0%0.0%100.0%0.0% 84 Insurance Premiums Liability Insurance 884$ 884$ WCA 0.0%0.0%0.0%100.0%0.0% 85 Insurance Premiums Unemployment Insurance -$ -$ WCA 0.0%0.0%0.0%100.0%0.0% 86 Professional Services/Fees Info Technology Services -$ -$ WCA 0.0%0.0%0.0%100.0%0.0% 87 Professional Services/Fees Bank Fees 250$ 250$ WCA 0.0%0.0%0.0%100.0%0.0% 88 Professional Services/Fees Contract/Skilled Services 2,500$ 2,500$ WCA 0.0%0.0%0.0%100.0%0.0% 89 Professional Services/Fees Other Professional Services/Fees 40,531$ 40,531$ WCA 0.0%0.0%0.0%100.0%0.0% 90 Materials and Supplies Postage 20,204$ 20,204$ WCA 0.0%0.0%0.0%100.0%0.0% 91 Materials and Supplies Printing/Forms 13,066$ 13,066$ AC 0.0%0.0%100.0%0.0%0.0% 92 Materials and Supplies Freight/Shipping 400$ 400$ AC 0.0%0.0%100.0%0.0%0.0% 93 Materials and Supplies Catering/Spec Circumstance -$ -$ WCA 0.0%0.0%0.0%100.0%0.0% 94 Materials and Supplies Data Processing 300$ 300$ WCA 0.0%0.0%0.0%100.0%0.0% 95 Materials and Supplies Meter 80,000$ 80,000$ WCA 0.0%0.0%0.0%100.0%0.0% 96 Materials and Supplies Office Equipment -$ -$ WCA 0.0%0.0%0.0%100.0%0.0% 97 Education/Training Education/Training 2,000$ 2,000$ WCA 0.0%0.0%0.0%100.0%0.0% 98 Uncollectible Accounts Uncollectible Accounts 1,000$ 1,000$ RR 0.0%0.0%0.0%0.0%0.0% Water Administration and General 503-6500-560 99 Labor Personnel 330,997$ 330,997$ O&M 26.0%36.8%18.5%14.2%0.0% 100 Insurance Premiums Property Insurance 26,882$ 26,882$ O&M 26.0%36.8%18.5%14.2%0.0% 101 Insurance Premiums Liability Insurance 2,153$ 2,153$ O&M 26.0%36.8%18.5%14.2%0.0% 102 Professional Services/Fees Auditing 11,500$ 11,500$ O&M 26.0%36.8%18.5%14.2%0.0% 103 Professional Services/Fees Engineering -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% 104 Professional Services/Fees Medical 250$ 250$ O&M 26.0%36.8%18.5%14.2%0.0% 105 Professional Services/Fees Recording Fees 155$ 155$ O&M 26.0%36.8%18.5%14.2%0.0% 106 Professional Services/Fees Legal 25,000$ 25,000$ O&M 26.0%36.8%18.5%14.2%0.0% 107 Professional Services/Fees Info Technology Services 67,789$ 67,789$ O&M 26.0%36.8%18.5%14.2%0.0% 108 Professional Services/Fees Bank Service 1,500$ 1,500$ O&M 26.0%36.8%18.5%14.2%0.0% 109 Professional Services/Fees GIS -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% 110 Professional Services/Fees Data Processing -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% 111 Professional Services/Fees Utility Financial Studies 4,000$ 4,000$ O&M 26.0%36.8%18.5%14.2%0.0% 112 Professional Services/Fees Other 10,755$ 10,755$ O&M 26.0%36.8%18.5%14.2%0.0% 113 Publishing Publication Fees 750$ 750$ O&M 26.0%36.8%18.5%14.2%0.0% 114 Rental Real Property 45,700$ 45,700$ O&M 26.0%36.8%18.5%14.2%0.0% 115 Rental Lease -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% 116 Repair and Maintenance Maintenance Contracts 24,240$ 24,240$ O&M 26.0%36.8%18.5%14.2%0.0% 117 Materials and Supplies Office Supplies 1,700$ 1,700$ O&M 26.0%36.8%18.5%14.2%0.0% 118 Materials and Supplies Postage 1,000$ 1,000$ O&M 26.0%36.8%18.5%14.2%0.0% 119 Materials and Supplies Printing/Forms 1,000$ 1,000$ O&M 26.0%36.8%18.5%14.2%0.0% 120 Materials and Supplies Medical Supplies 1,400$ 1,400$ O&M 26.0%36.8%18.5%14.2%0.0% 121 Materials and Supplies Catering /Spec Circumstances 2,200$ 2,200$ O&M 26.0%36.8%18.5%14.2%0.0% 122 Materials and Supplies Office Equipment 1,000$ 1,000$ O&M 26.0%36.8%18.5%14.2%0.0% 123 Materials and Supplies Communication Equipment -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% 124 Job Performance Uniform Allowance 13,500$ 13,500$ O&M 26.0%36.8%18.5%14.2%0.0% 125 Job Performance Education/Training 40,300$ 40,300$ O&M 26.0%36.8%18.5%14.2%0.0% 126 Job Performance Member Dues/Subscriptions 16,870$ 16,870$ O&M 26.0%36.8%18.5%14.2%0.0% 127 Job Performance Employee Recognition 1,200$ 1,200$ O&M 26.0%36.8%18.5%14.2%0.0% 128 Job Performance Mileage Reimbursement 750$ 750$ O&M 26.0%36.8%18.5%14.2%0.0% 129 Utility Expenditures Telephone -$ -$ O&M 26.0%36.8%18.5%14.2%0.0% Page 2 of 9 130 Other Payment In Lieu of Taxes 11,053$ 11,053$ RR 0.0%0.0%0.0%0.0%0.0% 131 Other Franchise Fees 103,120$ 103,120$ RR 0.0%0.0%0.0%0.0%0.0% Water Transfers 503-6600-491 132 Transfers Transfer Out 149,042$ 149,042$ RR 0.0%0.0%0.0%0.0%0.0% Water Debt Service 503-6700-470 133 Debt Service Bank Service -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 134 Debt Service Amortization Expense/Bond Issue -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 135 Debt Service Principal on Bonds 289,479$ 289,479$ Total 25.3%35.7%18.0%13.8%0.0% 136 Debt Service Interest on Bonds 115,791$ 115,791$ Total 25.3%35.7%18.0%13.8%0.0% 137 Debt Service Principal/Capital Lease 3,000$ 3,000$ Total 25.3%35.7%18.0%13.8%0.0% 138 Debt Service Interest/Capital Lease 2,000$ 2,000$ Total 25.3%35.7%18.0%13.8%0.0% Water Capital 503-7000-580 139 Capital Land -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 140 Capital Building Remodeling 805,000$ (805,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 141 Capital Station Equipment -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 142 Capital Furniture/Fixtures -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 143 Capital Office Equipment 4,000$ (4,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 144 Capital Data Processing Equipment -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 145 Capital Meters 300,000$ (300,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 146 Capital Communication Equipment 70,000$ (70,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 147 Capital Laboratory Equipment 9,200$ (9,200)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 148 Capital Shop Equipment -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 149 Capital Purification Equipment 14,000$ (14,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 150 Capital Tools 15,000$ (15,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 151 Capital Hydrants -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 152 Capital Other Equipment -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 153 Capital Trucks 141,000$ (141,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 154 Capital Other Machinery/Equipment -$ -$ -$ Total 25.3%35.7%18.0%13.8%0.0% 155 Capital Water System 1,902,893$ (1,332,893)$ 570,000$ Total 25.3%35.7%18.0%13.8%0.0% 156 Capital UT System Master Plan 30,000$ (30,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 157 Capital Softwater Development 50,000$ (50,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% 158 Capital Water Rights 40,000$ (40,000)$ -$ Total 25.3%35.7%18.0%13.8%0.0% Page 3 of 9 6/25/2019 2019 Line #Business Number Description Source of Supply 503-6200-520 1 Utility Expenditures Source of Supply Water Purification 503-6200-530 2 Labor Personnel 3 Insurance Premiums Liability Insurance 4 Insurance Premiums Unemployment Insurance 5 Professional Services/Fees Lab Testing 6 Professional Services/Fees Insurance Claims 7 Professional Services/Fees Other Professional Services/Fees 8 Publishing Publication Fees 9 Repair and Maintenance Buildings 10 Repair and Maintenance Machinery/Tools 11 Repair and Maintenance Laboratory 12 Repair and Maintenance Vehicle Repairs-Fleet Ship 13 Repair and Maintenance GASB 62 Membrane Purchase 14 Repair and Maintenance Pump 15 Repair and Maintenance Storage Tank 16 Repair and Maintenance Other Equipment/Machinery 17 Materials and Supplies Office Supplies 18 Materials and Supplies Postage 19 Materials and Supplies Printing/Forms 20 Materials and Supplies Freight/Shipping 21 Materials and Supplies Janitorial 22 Materials and Supplies Small Tools 23 Materials and Supplies Small Hardware 24 Materials and Supplies Chemical 25 Materials and Supplies Laboratory 26 Materials and Supplies Meter 27 Materials and Supplies Fuel & Oil 28 Materials and Supplies Purification Equipment 29 Materials and Supplies Other Equipment 30 Utility Expenditures Telephone 31 Utility Expenditures Natural Gas 32 Utility Expenditures Electrical Energy 33 Utility Expenditures Water 34 Utility Expenditures Sewer 35 Utility Expenditures Propane Gas Water Distribution 503-6300-540 36 Labor Personnel 36 Insurance Premiums Property Insurance 37 Insurance Premiums Liability Insurance 38 Insurance Premiums Unemployment Insurance 39 Professional Services/Fees Engineering 40 Professional Services/Fees GIS 41 Professional Services/Fees Insurance Claims 42 Professional Services/Fees Other Professional Services/Fees 43 Rentals Real Property 44 Rentals Lease 45 Repair and Maintenance Maintenance Contracts 46 Repair and Maintenance Buildings 47 Repair and Maintenance Vehicle Equipment 48 Repair and Maintenance Machinery/Tools 49 Repair and Maintenance Meters 50 Repair and Maintenance Vehicle Repairs-Fleet Shp 51 Repair and Maintenance Water System 52 Repair and Maintenance Water Hydrant 53 Repair and Maintenance Pump 54 Repair and Maintenance Customer Service Lines 55 Repair and Maintenance Future Vehicle Purchase 56 Repair and Maintenance Other Equipment/Machinery 57 Materials and Supplies Office Supplies 58 Materials and Supplies Freight/Shipping 8 9 10 11 12 Fire Protection (FP) Revenue Related (RR) Direct Assign (DA) Unused Total Commodity (COMM) Capacity (CAP) Actual Customer (AC) Cust. Acctg. (WCA) Meters & Services (WCMS) 0.0%0.0%0.0%0.0%100.0%202,200$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%225,624$ 244,426$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%1,610$ 1,744$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%23,544$ 25,506$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%442$ 478$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%960$ 1,040$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%38,880$ 42,120$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%96$ 104$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%8,256$ 8,944$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%960$ 1,040$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%3,840$ 4,160$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%20,160$ 21,840$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%336$ 364$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%120$ 130$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%144$ 156$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%480$ 520$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%216$ 234$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%480$ 520$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%1,680$ 1,820$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%130,000$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%31,600$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%14,400$ 15,600$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%57,840$ 62,660$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%1,920$ 2,080$ -$ -$ -$ 0.0% 0.0% 0.0% 0.0% 100.0% 3,504$ 3,796$ -$ -$ -$ 0.0% 0.0% 0.0% 0.0% 100.0% 6,960$ 7,540$ -$ -$ -$ 0.0% 0.0% 0.0% 0.0% 100.0% 76,000$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%23,520$ 25,480$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%3,456$ 3,744$ -$ -$ -$ 9.9%0.0%0.0%0.0%100.0%2,754$ 515,240$ 409,806$ -$ -$ 9.9%0.0%0.0%0.0%100.0%5$ 969$ 771$ -$ -$ 9.9%0.0%0.0%0.0%100.0%21$ 4,013$ 3,192$ -$ -$ 9.9%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 9.9%0.0%0.0%0.0%100.0%53$ 10,002$ 7,955$ -$ -$ 9.9%0.0%0.0%0.0%100.0%160$ 30,007$ 23,866$ -$ -$ 9.9%0.0%0.0%0.0%100.0%4$ 788$ 626$ -$ -$ 9.9%0.0%0.0%0.0%100.0%5$ 1,022$ 813$ -$ -$ 9.9%0.0%0.0%0.0%100.0%27$ 5,101$ 4,057$ -$ -$ 9.9%0.0%0.0%0.0%100.0%18$ 3,458$ 2,751$ -$ -$ 9.9%0.0%0.0%0.0%100.0%27$ 5,001$ 3,978$ -$ -$ 9.9%0.0%0.0%0.0%100.0%69$ 13,003$ 10,342$ -$ -$ 9.9%0.0%0.0%0.0%100.0%67$ 12,503$ 9,944$ -$ -$ 9.9%0.0%0.0%0.0%100.0%3$ 525$ 418$ -$ -$ 9.9%0.0%0.0%0.0%100.0%4$ 750$ 597$ -$ -$ 9.9%0.0%0.0%0.0%100.0%120$ 22,505$ 17,900$ -$ -$ 9.9%0.0%0.0%0.0%100.0%294$ 55,012$ 43,755$ -$ -$ 9.9%0.0%0.0%0.0%100.0%16$ 3,001$ 2,387$ -$ -$ 9.9%0.0%0.0%0.0%100.0%17$ 3,101$ 2,466$ -$ -$ 9.9%0.0%0.0%0.0%100.0%13$ 2,501$ 1,989$ -$ -$ 9.9%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 9.9%0.0%0.0%0.0%100.0%40$ 7,402$ 5,887$ -$ -$ 9.9%0.0%0.0%0.0%100.0%11$ 2,000$ 1,591$ -$ -$ 9.9%0.0%0.0%0.0%100.0%2$ 350$ 278$ -$ -$ Page 4 of 9 59 Materials and Supplies Janitorial 60 Materials and Supplies Small Tools 61 Materials and Supplies Small Hardware 62 Materials and Supplies Lumber/Paint 63 Materials and Supplies Medical Supplies 64 Materials and Supplies Catering/Spec Circumstances 65 Materials and Supplies Furniture/Fixtures 66 Materials and Supplies Energy Efficiency 67 Materials and Supplies Data Processing Software 68 Materials and Supplies Data Processing Equipment 69 Materials and Supplies Meters 70 Materials and Supplies Fuel & Oil 71 Materials and Supplies Office Equipment 72 Materials and Supplies Communication Equipment 73 Materials and Supplies Shop Equipment 74 Materials and Supplies Other Equipment 75 Job Performance Personal Safety Equipment 76 Utility Expenditures Telephone 77 Utility Expenditures Natural Gas 78 Utility Expenditures Electrical Energy 79 Utility Expenditures Water 80 Utility Expenditures Trash Disposal 81 Other Promotion 82 Other Short/Over Inventory Acct Water Customer Accounts 503-6400-550 83 Labor Personnel 84 Insurance Premiums Liability Insurance 85 Insurance Premiums Unemployment Insurance 86 Professional Services/Fees Info Technology Services 87 Professional Services/Fees Bank Fees 88 Professional Services/Fees Contract/Skilled Services 89 Professional Services/Fees Other Professional Services/Fees 90 Materials and Supplies Postage 91 Materials and Supplies Printing/Forms 92 Materials and Supplies Freight/Shipping 93 Materials and Supplies Catering/Spec Circumstance 94 Materials and Supplies Data Processing 95 Materials and Supplies Meter 96 Materials and Supplies Office Equipment 97 Education/Training Education/Training 98 Uncollectible Accounts Uncollectible Accounts Water Administration and General 503-6500-560 99 Labor Personnel 100 Insurance Premiums Property Insurance 101 Insurance Premiums Liability Insurance 102 Professional Services/Fees Auditing 103 Professional Services/Fees Engineering 104 Professional Services/Fees Medical 105 Professional Services/Fees Recording Fees 106 Professional Services/Fees Legal 107 Professional Services/Fees Info Technology Services 108 Professional Services/Fees Bank Service 109 Professional Services/Fees GIS 110 Professional Services/Fees Data Processing 111 Professional Services/Fees Utility Financial Studies 112 Professional Services/Fees Other 113 Publishing Publication Fees 114 Rental Real Property 115 Rental Lease 116 Repair and Maintenance Maintenance Contracts 117 Materials and Supplies Office Supplies 118 Materials and Supplies Postage 119 Materials and Supplies Printing/Forms 120 Materials and Supplies Medical Supplies 121 Materials and Supplies Catering /Spec Circumstances 122 Materials and Supplies Office Equipment 123 Materials and Supplies Communication Equipment 124 Job Performance Uniform Allowance 125 Job Performance Education/Training 126 Job Performance Member Dues/Subscriptions 127 Job Performance Employee Recognition 128 Job Performance Mileage Reimbursement 129 Utility Expenditures Telephone 9.9%0.0%0.0%0.0%100.0%1$ 225$ 179$ -$ -$ 9.9%0.0%0.0%0.0%100.0%51$ 9,452$ 7,518$ -$ -$ 9.9%0.0%0.0%0.0%100.0%12$ 2,251$ 1,790$ -$ -$ 9.9%0.0%0.0%0.0%100.0%7$ 1,250$ 994$ -$ -$ 9.9%0.0%0.0%0.0%100.0%3$ 500$ 398$ -$ -$ 9.9%0.0%0.0%0.0%100.0%5$ 1,000$ 796$ -$ -$ 9.9%0.0%0.0%0.0%100.0%9$ 1,750$ 1,392$ -$ -$ 9.9%0.0%0.0%0.0%100.0%4$ 750$ 597$ -$ -$ 9.9%0.0%0.0%0.0%100.0%26$ 4,835$ 3,845$ -$ -$ 9.9%0.0%0.0%0.0%100.0%31$ 5,751$ 4,574$ -$ -$ 9.9%0.0%0.0%0.0%100.0%21$ 4,001$ 3,182$ -$ -$ 9.9%0.0%0.0%0.0%100.0%48$ 9,002$ 7,160$ -$ -$ 9.9%0.0%0.0%0.0%100.0%7$ 1,250$ 994$ -$ -$ 9.9%0.0%0.0%0.0%100.0%11$ 2,000$ 1,591$ -$ -$ 9.9%0.0%0.0%0.0%100.0%4$ 750$ 597$ -$ -$ 9.9%0.0%0.0%0.0%100.0%21$ 4,001$ 3,182$ -$ -$ 9.9%0.0%0.0%0.0%100.0%28$ 5,251$ 4,177$ -$ -$ 9.9%0.0%0.0%0.0%100.0%13$ 2,501$ 1,989$ -$ -$ 9.9%0.0%0.0%0.0%100.0%23$ 4,351$ 3,461$ -$ -$ 9.9%0.0%0.0%0.0%100.0%64$ 12,003$ 9,547$ -$ -$ 9.9%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 9.9%0.0%0.0%0.0%100.0%9$ 1,750$ 1,392$ -$ -$ 9.9%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 9.9%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 335,530$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 884$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 250$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 2,500$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 40,531$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 20,204$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ 13,066$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ 400$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 300$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 80,000$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%0.0%0.0%0.0%100.0%-$ -$ -$ 2,000$ -$ 0.0%100.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%86,064$ 121,680$ 61,203$ 46,980$ -$ 4.5%0.0%0.0%0.0%100.0%6,990$ 9,882$ 4,971$ 3,815$ -$ 4.5%0.0%0.0%0.0%100.0%560$ 791$ 398$ 306$ -$ 4.5%0.0%0.0%0.0%100.0%2,990$ 4,228$ 2,126$ 1,632$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%65$ 92$ 46$ 35$ -$ 4.5%0.0%0.0%0.0%100.0%40$ 57$ 29$ 22$ -$ 4.5%0.0%0.0%0.0%100.0%6,500$ 9,190$ 4,623$ 3,548$ -$ 4.5%0.0%0.0%0.0%100.0%17,626$ 24,920$ 12,535$ 9,622$ -$ 4.5%0.0%0.0%0.0%100.0%390$ 551$ 277$ 213$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%1,040$ 1,470$ 740$ 568$ -$ 4.5%0.0%0.0%0.0%100.0%2,796$ 3,954$ 1,989$ 1,526$ -$ 4.5%0.0%0.0%0.0%100.0%195$ 276$ 139$ 106$ -$ 4.5%0.0%0.0%0.0%100.0%11,883$ 16,800$ 8,450$ 6,486$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%6,303$ 8,911$ 4,482$ 3,440$ -$ 4.5%0.0%0.0%0.0%100.0%442$ 625$ 314$ 241$ -$ 4.5%0.0%0.0%0.0%100.0%260$ 368$ 185$ 142$ -$ 4.5%0.0%0.0%0.0%100.0%260$ 368$ 185$ 142$ -$ 4.5%0.0%0.0%0.0%100.0%364$ 515$ 259$ 199$ -$ 4.5%0.0%0.0%0.0%100.0%572$ 809$ 407$ 312$ -$ 4.5%0.0%0.0%0.0%100.0%260$ 368$ 185$ 142$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.5%0.0%0.0%0.0%100.0%3,510$ 4,963$ 2,496$ 1,916$ -$ 4.5%0.0%0.0%0.0%100.0%10,479$ 14,815$ 7,452$ 5,720$ -$ 4.5%0.0%0.0%0.0%100.0%4,386$ 6,202$ 3,119$ 2,394$ -$ 4.5%0.0%0.0%0.0%100.0%312$ 441$ 222$ 170$ -$ 4.5%0.0%0.0%0.0%100.0%195$ 276$ 139$ 106$ -$ 4.5%0.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ Page 5 of 9 130 Other Payment In Lieu of Taxes 131 Other Franchise Fees Water Transfers 503-6600-491 132 Transfers Transfer Out Water Debt Service 503-6700-470 133 Debt Service Bank Service 134 Debt Service Amortization Expense/Bond Issue 135 Debt Service Principal on Bonds 136 Debt Service Interest on Bonds 137 Debt Service Principal/Capital Lease 138 Debt Service Interest/Capital Lease Water Capital 503-7000-580 139 Capital Land 140 Capital Building Remodeling 141 Capital Station Equipment 142 Capital Furniture/Fixtures 143 Capital Office Equipment 144 Capital Data Processing Equipment 145 Capital Meters 146 Capital Communication Equipment 147 Capital Laboratory Equipment 148 Capital Shop Equipment 149 Capital Purification Equipment 150 Capital Tools 151 Capital Hydrants 152 Capital Other Equipment 153 Capital Trucks 154 Capital Other Machinery/Equipment 155 Capital Water System 156 Capital UT System Master Plan 157 Capital Softwater Development 158 Capital Water Rights 0.0%100.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%100.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 0.0%100.0%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%73,195$ 103,486$ 52,052$ 39,955$ -$ 4.4%2.8%0.0%0.0%100.0%29,278$ 41,394$ 20,821$ 15,982$ -$ 4.4%2.8%0.0%0.0%100.0%759$ 1,072$ 539$ 414$ -$ 4.4%2.8%0.0%0.0%100.0%506$ 715$ 360$ 276$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%144,125$ 203,769$ 102,492$ 78,673$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ 4.4%2.8%0.0%0.0%100.0%-$ -$ -$ -$ -$ Page 6 of 9 6/25/2019 2019 Line #Business Number Description Source of Supply 503-6200-520 1 Utility Expenditures Source of Supply Water Purification 503-6200-530 2 Labor Personnel 3 Insurance Premiums Liability Insurance 4 Insurance Premiums Unemployment Insurance 5 Professional Services/Fees Lab Testing 6 Professional Services/Fees Insurance Claims 7 Professional Services/Fees Other Professional Services/Fees 8 Publishing Publication Fees 9 Repair and Maintenance Buildings 10 Repair and Maintenance Machinery/Tools 11 Repair and Maintenance Laboratory 12 Repair and Maintenance Vehicle Repairs-Fleet Ship 13 Repair and Maintenance GASB 62 Membrane Purchase 14 Repair and Maintenance Pump 15 Repair and Maintenance Storage Tank 16 Repair and Maintenance Other Equipment/Machinery 17 Materials and Supplies Office Supplies 18 Materials and Supplies Postage 19 Materials and Supplies Printing/Forms 20 Materials and Supplies Freight/Shipping 21 Materials and Supplies Janitorial 22 Materials and Supplies Small Tools 23 Materials and Supplies Small Hardware 24 Materials and Supplies Chemical 25 Materials and Supplies Laboratory 26 Materials and Supplies Meter 27 Materials and Supplies Fuel & Oil 28 Materials and Supplies Purification Equipment 29 Materials and Supplies Other Equipment 30 Utility Expenditures Telephone 31 Utility Expenditures Natural Gas 32 Utility Expenditures Electrical Energy 33 Utility Expenditures Water 34 Utility Expenditures Sewer 35 Utility Expenditures Propane Gas Water Distribution 503-6300-540 36 Labor Personnel 36 Insurance Premiums Property Insurance 37 Insurance Premiums Liability Insurance 38 Insurance Premiums Unemployment Insurance 39 Professional Services/Fees Engineering 40 Professional Services/Fees GIS 41 Professional Services/Fees Insurance Claims 42 Professional Services/Fees Other Professional Services/Fees 43 Rentals Real Property 44 Rentals Lease 45 Repair and Maintenance Maintenance Contracts 46 Repair and Maintenance Buildings 47 Repair and Maintenance Vehicle Equipment 48 Repair and Maintenance Machinery/Tools 49 Repair and Maintenance Meters 50 Repair and Maintenance Vehicle Repairs-Fleet Shp 51 Repair and Maintenance Water System 52 Repair and Maintenance Water Hydrant 53 Repair and Maintenance Pump 54 Repair and Maintenance Customer Service Lines 55 Repair and Maintenance Future Vehicle Purchase 56 Repair and Maintenance Other Equipment/Machinery 57 Materials and Supplies Office Supplies 58 Materials and Supplies Freight/Shipping Fire Protection (FP) Revenue Related (RR) Direct Assign (DA) Total -$ -$ -$ 202,200$ -$ -$ -$ 470,050$ -$ -$ -$ 3,354$ -$ -$ -$ -$ -$ -$ -$ 49,050$ -$ -$ -$ -$ -$ -$ -$ 920$ -$ -$ -$ 2,000$ -$ -$ -$ 81,000$ -$ -$ -$ 200$ -$ -$ -$ 17,200$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,000$ -$ -$ -$ 8,000$ -$ -$ -$ 42,000$ -$ -$ -$ 700$ -$ -$ -$ 250$ -$ -$ -$ 300$ -$ -$ -$ 1,000$ -$ -$ -$ 450$ -$ -$ -$ 1,000$ -$ -$ -$ 3,500$ -$ -$ -$ 130,000$ -$ -$ -$ 31,600$ -$ -$ -$ 30,000$ -$ -$ -$ -$ -$ -$ -$ 120,500$ -$ -$ -$ 4,000$ -$ -$ -$ 7,300$ -$ -$ -$ 14,500$ -$ -$ -$ 76,000$ -$ -$ -$ -$ -$ -$ -$ 49,000$ -$ -$ -$ 7,200$ 102,451$ -$ -$ 1,030,251$ 193$ -$ -$ 1,938$ 798$ -$ -$ 8,025$ -$ -$ -$ -$ 1,989$ -$ -$ 20,000$ 5,967$ -$ -$ 60,000$ 157$ -$ -$ 1,575$ 203$ -$ -$ 2,043$ 1,014$ -$ -$ 10,199$ 688$ -$ -$ 6,915$ 994$ -$ -$ 10,000$ 2,586$ -$ -$ 26,000$ 2,486$ -$ -$ 25,000$ 104$ -$ -$ 1,050$ 149$ -$ -$ 1,500$ 4,475$ -$ -$ 45,000$ 10,939$ -$ -$ 110,000$ 597$ -$ -$ 6,000$ 617$ -$ -$ 6,200$ 497$ -$ -$ 5,000$ -$ -$ -$ -$ 1,472$ -$ -$ 14,800$ 398$ -$ -$ 4,000$ 70$ -$ -$ 700$ Page 7 of 9 59 Materials and Supplies Janitorial 60 Materials and Supplies Small Tools 61 Materials and Supplies Small Hardware 62 Materials and Supplies Lumber/Paint 63 Materials and Supplies Medical Supplies 64 Materials and Supplies Catering/Spec Circumstances 65 Materials and Supplies Furniture/Fixtures 66 Materials and Supplies Energy Efficiency 67 Materials and Supplies Data Processing Software 68 Materials and Supplies Data Processing Equipment 69 Materials and Supplies Meters 70 Materials and Supplies Fuel & Oil 71 Materials and Supplies Office Equipment 72 Materials and Supplies Communication Equipment 73 Materials and Supplies Shop Equipment 74 Materials and Supplies Other Equipment 75 Job Performance Personal Safety Equipment 76 Utility Expenditures Telephone 77 Utility Expenditures Natural Gas 78 Utility Expenditures Electrical Energy 79 Utility Expenditures Water 80 Utility Expenditures Trash Disposal 81 Other Promotion 82 Other Short/Over Inventory Acct Water Customer Accounts 503-6400-550 83 Labor Personnel 84 Insurance Premiums Liability Insurance 85 Insurance Premiums Unemployment Insurance 86 Professional Services/Fees Info Technology Services 87 Professional Services/Fees Bank Fees 88 Professional Services/Fees Contract/Skilled Services 89 Professional Services/Fees Other Professional Services/Fees 90 Materials and Supplies Postage 91 Materials and Supplies Printing/Forms 92 Materials and Supplies Freight/Shipping 93 Materials and Supplies Catering/Spec Circumstance 94 Materials and Supplies Data Processing 95 Materials and Supplies Meter 96 Materials and Supplies Office Equipment 97 Education/Training Education/Training 98 Uncollectible Accounts Uncollectible Accounts Water Administration and General 503-6500-560 99 Labor Personnel 100 Insurance Premiums Property Insurance 101 Insurance Premiums Liability Insurance 102 Professional Services/Fees Auditing 103 Professional Services/Fees Engineering 104 Professional Services/Fees Medical 105 Professional Services/Fees Recording Fees 106 Professional Services/Fees Legal 107 Professional Services/Fees Info Technology Services 108 Professional Services/Fees Bank Service 109 Professional Services/Fees GIS 110 Professional Services/Fees Data Processing 111 Professional Services/Fees Utility Financial Studies 112 Professional Services/Fees Other 113 Publishing Publication Fees 114 Rental Real Property 115 Rental Lease 116 Repair and Maintenance Maintenance Contracts 117 Materials and Supplies Office Supplies 118 Materials and Supplies Postage 119 Materials and Supplies Printing/Forms 120 Materials and Supplies Medical Supplies 121 Materials and Supplies Catering /Spec Circumstances 122 Materials and Supplies Office Equipment 123 Materials and Supplies Communication Equipment 124 Job Performance Uniform Allowance 125 Job Performance Education/Training 126 Job Performance Member Dues/Subscriptions 127 Job Performance Employee Recognition 128 Job Performance Mileage Reimbursement 129 Utility Expenditures Telephone 45$ -$ -$ 450$ 1,879$ -$ -$ 18,900$ 447$ -$ -$ 4,500$ 249$ -$ -$ 2,500$ 99$ -$ -$ 1,000$ 199$ -$ -$ 2,000$ 348$ -$ -$ 3,500$ 149$ -$ -$ 1,500$ 961$ -$ -$ 9,667$ 1,144$ -$ -$ 11,500$ 796$ -$ -$ 8,000$ 1,790$ -$ -$ 18,000$ 249$ -$ -$ 2,500$ 398$ -$ -$ 4,000$ 149$ -$ -$ 1,500$ 796$ -$ -$ 8,000$ 1,044$ -$ -$ 10,500$ 497$ -$ -$ 5,000$ 865$ -$ -$ 8,700$ 2,387$ -$ -$ 24,000$ -$ -$ -$ -$ 348$ -$ -$ 3,500$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 335,530$ -$ -$ -$ 884$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 250$ -$ -$ -$ 2,500$ -$ -$ -$ 40,531$ -$ -$ -$ 20,204$ -$ -$ -$ 13,066$ -$ -$ -$ 400$ -$ -$ -$ -$ -$ -$ -$ 300$ -$ -$ -$ 80,000$ -$ -$ -$ -$ -$ -$ -$ 2,000$ -$ 1,000$ -$ 1,000$ 14,973$ 97$ -$ 330,997$ 1,216$ 8$ -$ 26,882$ 97$ 1$ -$ 2,153$ 520$ 3$ -$ 11,500$ -$ -$ -$ -$ 11$ 0$ -$ 250$ 7$ 0$ -$ 155$ 1,131$ 7$ -$ 25,000$ 3,066$ 20$ -$ 67,789$ 68$ 0$ -$ 1,500$ -$ -$ -$ -$ -$ -$ -$ -$ 181$ 1$ -$ 4,000$ 487$ 3$ -$ 10,755$ 34$ 0$ -$ 750$ 2,067$ 13$ -$ 45,700$ -$ -$ -$ -$ 1,097$ 7$ -$ 24,240$ 77$ 1$ -$ 1,700$ 45$ 0$ -$ 1,000$ 45$ 0$ -$ 1,000$ 63$ 0$ -$ 1,400$ 100$ 1$ -$ 2,200$ 45$ 0$ -$ 1,000$ -$ -$ -$ -$ 611$ 4$ -$ 13,500$ 1,823$ 12$ -$ 40,300$ 763$ 5$ -$ 16,870$ 54$ 0$ -$ 1,200$ 34$ 0$ -$ 750$ -$ -$ -$ -$ Page 8 of 9 130 Other Payment In Lieu of Taxes 131 Other Franchise Fees Water Transfers 503-6600-491 132 Transfers Transfer Out Water Debt Service 503-6700-470 133 Debt Service Bank Service 134 Debt Service Amortization Expense/Bond Issue 135 Debt Service Principal on Bonds 136 Debt Service Interest on Bonds 137 Debt Service Principal/Capital Lease 138 Debt Service Interest/Capital Lease Water Capital 503-7000-580 139 Capital Land 140 Capital Building Remodeling 141 Capital Station Equipment 142 Capital Furniture/Fixtures 143 Capital Office Equipment 144 Capital Data Processing Equipment 145 Capital Meters 146 Capital Communication Equipment 147 Capital Laboratory Equipment 148 Capital Shop Equipment 149 Capital Purification Equipment 150 Capital Tools 151 Capital Hydrants 152 Capital Other Equipment 153 Capital Trucks 154 Capital Other Machinery/Equipment 155 Capital Water System 156 Capital UT System Master Plan 157 Capital Softwater Development 158 Capital Water Rights -$ 11,053$ -$ 11,053$ -$ 103,120$ -$ 103,120$ -$ 149,042$ -$ 149,042$ -$ -$ -$ -$ -$ -$ -$ -$ 12,734$ 8,058$ -$ 289,479$ 5,094$ 3,223$ -$ 115,791$ 132$ 84$ -$ 3,000$ 88$ 56$ -$ 2,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 25,074$ 15,867$ -$ 570,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Page 9 of 9 January February March April May June July Urban Residential 9,325,308 7,380,053 7,186,162 7,946,850 8,801,000 13,324,299 20,371,632 Rural Residential 2,903,127 3,777,214 2,943,249 3,065,851 3,214,089 4,341,444 6,513,815 Urban Commercial 10,539,060 7,880,900 7,976,680 9,888,660 10,143,586 17,642,910 29,939,400 Rural Commercial 1,073,320 753,620 862,360 972,970 1,023,230 2,326,620 4,119,140 Urban Bulk Water 199,824 171,421 247,183 282,947 347,895 778,575 856,025 Rural Bulk Water 1,114,430 849,260 808,540 923,470 941,210 1,067,200 3,309,620 Urban Pumped Flow 787,440 630,970 619,520 744,820 650,860 1,241,060 1,858,230 Rural Pumped Flow 113,380 69,500 61,320 79,750 105,830 207,130 421,120 Grand Total 26,055,889 21,512,938 20,705,014 23,905,318 25,227,700 40,929,238 67,388,982 August September October November December Total Peaking Factors Urban Residential 13,832,286 16,532,334 15,779,716 9,568,653 7,066,165 137,114,458 1.92 Rural Residential 3,870,883 5,506,345 5,065,584 3,455,784 2,592,885 47,250,270 1.70 Urban Commercial 23,189,010 26,970,430 25,821,180 14,626,750 8,719,160 193,337,726 2.23 Rural Commercial 3,093,770 3,143,110 3,246,970 1,716,530 953,590 23,285,230 2.59 Urban Bulk Water 518,515 659,721 548,571 274,313 175,539 5,060,529 2.08 Rural Bulk Water 1,617,370 1,401,870 1,723,730 1,149,200 552,720 15,458,620 2.57 Urban Pumped Flow 815,470 1,323,830 1,242,630 888,360 592,060 11,395,250 1.99 Rural Pumped Flow 365,250 380,560 377,250 107,970 79,660 2,368,720 2.79 Grand Total 47,302,554 55,918,200 53,805,631 31,787,560 20,731,779 435,270,803 2018 Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 5: 2018 Water Consumption and Peaking Factors Calculated Depreciation and Net Asset Value Accumulated Depreciation 12/31/2018 Book Value 12/31/2018 Commodity (COMM) Capacity (CAP) Actual Customer (AC) Cust. Acctg. (WCA) Meters & Services (WCMS) Public Fire Protection (FP) Revenue Related (RR) Direct Assign. (DA) Source of Supply Water Land and Land Rights -$ 2,316,471$ 1,111,906$ 1,204,565$ 48%COMM 52%CAP Consents/Water Rights -$ 440,111$ 211,253$ 228,858$ 48%COMM 52%CAP Total Source of Supply -$ 2,756,583$ 1,323,160$ 1,433,423$ -$ -$ -$ -$ -$ -$ Meters & Hydrants Hydrants 179,805$ 6,911$ 6,911$ 100%FP Meters 52,075$ 44,427$ 44,427$ 100%WCMS Total Meters & Hydrants 231,880$ 51,338$ -$ -$ -$ -$ 44,427$ 6,911$ -$ -$ Treatment Purification Infrastructure 853,191$ 144,378$ 69,301$ 75,077$ 48%COMM 52%CAP Structures & Improvements 2,725,911$ 6,215,058$ 2,983,228$ 3,231,830$ 48%COMM 52%CAP Total Treatments 3,579,102$ 6,359,436$ 3,052,529$ 3,306,907$ -$ -$ -$ -$ -$ -$ Transmission & Distribution Transmission Infrastructure 366,873$ 59,724$ 28,667$ 31,056$ 48%COMM 52%CAP Distribution Infrastructure 7,751,971$ 10,666,202$ 5,333,101$ 4,266,481$ 1,066,620$ 50%CAP 40%AC 10% Other -$ 48%COMM 52%CAP Total Transmission & Distribution 8,118,844$ 10,725,926$ 28,667$ 5,364,157$ 4,266,481$ -$ -$ 1,066,620$ -$ -$ Total Plant Before General 11,929,826$ 19,893,282$ 4,404,356$ 10,104,487$ 4,266,481$ -$ 44,427$ 1,073,531$ -$ -$ TPBG Factor 100.0% 22.1% 50.8% 21.4% 0.0% 0.2% 5.4% 0.0% 0.0% General Plant Machinery & Equipment 491,433$ 239,825$ 53,097$ 121,815$ 51,435$ -$ 536$ 12,942$ -$ -$ As Total Plant Before General Miscellaneous 463,694$ 214,937$ 47,587$ 109,174$ 46,097$ -$ 480$ 11,599$ -$ -$ As Total Plant Before General Total General Plant 955,127$ 454,762$ 100,684$ 230,989$ 97,532$ -$ 1,016$ 24,541$ -$ -$ Net Plant in Service 12,884,953$ 20,348,044$ 4,505,040$ 10,335,477$ 4,364,013$ -$ 45,443$ 1,098,072$ -$ -$ NPIS Factor 100.0% 22.1% 50.8% 21.4% 0.0% 0.2% 5.4% 0.0% 0.0% Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 Table 6: Functionalization and Classification of Fixed Assets 7.1 Classified Cost Summary Commodity (COMM)Capacity (CAP)Actual Customer (AC) Cust. Acctg. (WCA) Meters & Services (WCMS) Fire Protection (FP) Revenue Related (RR) Direct Assign (DA)Total Source of Supply 202,200$ -$ -$ -$ -$ -$ -$ -$ 202,200$ Purification 677,028$ 476,046$ -$ -$ -$ -$ -$ -$ 1,153,074$ Distribution 4,130$ 772,879$ 614,723$ -$ -$ 153,681$ -$ -$ 1,545,413$ Customer Accounts -$ -$ 13,466$ 482,199$ -$ -$ 1,000$ -$ 496,665$ Administration and General 164,482$ 232,551$ 116,970$ 89,786$ -$ 28,616$ 114,359$ -$ 746,764$ Transfers -$ -$ -$ -$ -$ -$ 149,042$ -$ 149,042$ Debt Service 103,737$ 146,667$ 73,771$ 56,627$ -$ 18,047$ 11,421$ -$ 410,270$ Capital 144,125$ 203,769$ 102,492$ 78,673$ -$ 25,074$ 15,867$ -$ 570,000$ Total 1,295,702$ 1,831,912$ 921,422$ 707,285$ -$ 225,418$ 291,689$ -$ 5,273,428$ June 25, 2019 Cost of Service Analysis Water System Town of Estes Park, CO Account Table 7: Cost Allocation Classification Page 1 of 10 7.2 Commodity Cost Allocation Customer Class 2018 Consumption (kgals) Unaccounted for Water (26%) [1] Net Water Delivered (Flow + Losses) Average Day Use (MGD) Plus: Rural Differential Average Day Use (MGD)% of Total Total Urban Residential 137,114 35,650 172,764 0.47 1.00 0.47 28% 360,476$ Rural Residential 47,250 12,285 59,535 0.16 1.60 0.26 15% 198,755$ Urban Commercial 193,338 50,268 243,606 0.67 1.00 0.67 39% 508,288$ Rural Commercial 23,285 6,054 29,339 0.08 1.60 0.13 8% 97,948$ Urban Bulk Water 5,061 1,316 6,376 0.02 1.00 0.02 1% 13,304$ Rural Bulk Water 15,459 4,019 19,478 0.05 1.60 0.09 5% 65,026$ Urban Pumped Flow 11,395 2,963 14,358 0.04 1.40 0.06 3% 41,942$ Rural Pumped Flow 2,369 616 2,985 0.01 1.60 0.01 1% 9,964$ Total 435,271 113,170 548,441 1.50 1.70 100% 1,295,702$ 26%[1] Unaccounted for water includes some bleeders, hydrant flushing, and typical system losses Page 2 of 10 7.3 Capacity Cost Allocation Customer Class Average Day Use (MGD)Peaking Factors Maximum Flow (MGD)% Total Urban Residential 0.47 1.92 0.91 25% 465,212$ Rural Residential 0.26 1.70 0.44 12% 227,840$ Urban Commercial 0.67 2.23 1.49 42% 762,285$ Rural Commercial 0.13 2.59 0.33 9% 170,687$ Urban Bulk Water 0.02 2.08 0.04 1% 18,597$ Rural Bulk Water 0.09 2.57 0.22 6% 112,435$ Urban Pumped Flow 0.06 1.99 0.11 3% 56,180$ Rural Pumped Flow 0.01 2.79 0.04 1% 18,676$ Total 1.70 3.58 100% 1,831,912$ Page 3 of 10 7.4 Customer Cost Allocation Actual Customer Customer Class Number of Accounts % Total Urban Residential 2,481 47.10% 433,950$ Rural Residential 1,199 22.76% 209,716$ Urban Commercial 1,089 20.67% 190,476$ Rural Commercial 225 4.27% 39,355$ Urban Bulk Water 2 0.04% 350$ Rural Bulk Water 4 0.08% 700$ Urban Pumped Flow 218 4.14% 38,130$ Rural Pumped Flow 50 0.95% 8,745$ Total 5,268 100.0% 921,422$ Page 4 of 10 7.5 Customer Cost Allocation Customer Service & Accounting Customer Class Number of Bills Weighting Factor Weighted Customers % of Total Total Urban Residential 2,481 1.0 2,481 43.42% 307,090$ Rural Residential 1,199 1.2 1,439 25.18% 178,090$ Urban Commercial 1,089 1.0 1,089 19.06% 134,793$ Rural Commercial 225 1.2 270 4.73% 33,420$ Urban Bulk Water 2 1.2 2 0.04% 297$ Rural Bulk Water 4 1.5 6 0.11% 743$ Urban Pumped Flow 218 1.5 327 5.72% 40,475$ Rural Pumped Flow 50 2.0 100 1.75% 12,378$ Total 5,268 5,714 100.0% 707,285$ Page 5 of 10 7.6 Customer Cost Allocation Meters & Services Customer Class Number of Accounts Weighting Factor Weighted Customer % Total Urban Residential 2,481 358 888,715 43.23% -$ Rural Residential 1,199 350 420,135 20.44% -$ Urban Commercial 1,089 509 554,725 26.99% -$ Rural Commercial 225 373 83,915 4.08% -$ Urban Bulk Water 2 4,675 9,350 0.45% -$ Rural Bulk Water 4 989 3,955 0.19% -$ Urban Pumped Flow 218 353 77,010 3.75% -$ Rural Pumped Flow 50 357 17,855 0.87% -$ Total 5,268 2,055,660 100.0% -$ Page 6 of 10 7.7 Public Fire Protection Allocation Customer Class Number of Accounts Fire Prot. Requirements (gals/min) Duration (minutes) Total FP Requirements (1,000 g/min) % Total Urban Residential 2,481 1,500 120 446,580 34.99% 78,873$ Rural Residential 1,199 500 120 71,940 5.64% 12,706$ Urban Commercial 1,089 3,000 180 588,060 46.07% 103,860$ Rural Commercial 225 3,000 180 121,500 9.52% 21,459$ Urban Bulk Water 2 0 0 0 0.00% -$ Rural Bulk Water 4 0 0 0 0.00% -$ Urban Pumped Flow 218 1,500 120 39,240 3.07% 6,930$ Rural Pumped Flow 50 1,500 120 9,000 0.71% 1,590$ Total 5,268 1,276,320 100.0% 225,418$ Page 7 of 10 7.8 Revenue Related Allocation Customer Class 2018 Revenue % Total Urban Residential 1,742,987 32.13% 93,729$ Rural Residential 1,164,615 21.47% 62,627$ Urban Commercial 1,701,219 31.36% 91,483$ Rural Commercial 358,724 6.61% 19,290$ Urban Bulk Water 37,671 0.69% 2,026$ Rural Bulk Water 185,863 3.43% 9,995$ Urban Pumped Flow 172,543 3.18% 9,278$ Rural Pumped Flow 60,638 1.12% 3,261$ Total 5,424,258 100.0% 291,689$ Page 8 of 10 7.9 Total Cost Allocation Customer Class Total Cost % Urban Residential 1,739,330$ 32.98% Rural Residential 889,734$ 16.87% Urban Commercial 1,791,185$ 33.97% Rural Commercial 382,158$ 7.25% Urban Bulk Water 34,574$ 0.66% Rural Bulk Water 188,898$ 3.58% Urban Pumped Flow 192,936$ 3.66% Rural Pumped Flow 54,613$ 1.04% Total 5,273,428$ 100.0% Page 9 of 10 Page 10 of 10 Cost of Service Summary Customer Class % of Cost % of Revenue % Difference Residential 49.85% 53.60% 7.5% Commercial 41.21% 37.98% -7.9% Bulk Water 4.24% 4.12% -2.8% Pumped Flow 4.69% 4.30% -8.4% Total 100% Cost Allocation Summary Customer Class Test Year Cost Test Year Cost % Residential 2,629,064$ 49.85% Commercial 2,173,343$ 41.21% Bulk Water 223,471$ 4.24% Pumped Flow 247,549$ 4.69% Total 5,273,428$ 100% Revenue Allocation Summary Customer Class Test Year Revenue Revenue % Residential 2,907,602$ 53.60% Commercial 2,059,943$ 37.98% Bulk Water 223,533$ 4.12% Pumped Flow 233,181$ 4.30% Total 5,424,258$ 100% Table 8: Summary - Cost and Revenue Percentages Town of Estes Park, CO Water System Cost of Service Analysis June 25, 2019 6/25/2019 Line Description 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Water Utility Fund: Operating Expenses Source of Supply 503-6200-520 106,625$ 202,200$ 210,288$ 218,700$ 227,448$ 236,545$ 246,007$ 255,848$ 266,081$ 276,725$ 287,794$ 299,305$ Water Purification 503-6200-530 861,297$ 1,153,074$ 1,192,831$ 1,234,171$ 1,277,163$ 1,321,881$ 1,368,400$ 1,416,802$ 1,467,169$ 1,519,591$ 1,574,160$ 1,630,973$ Water Distribution 503-6300-540 1,315,823$ 1,545,413$ 1,780,751$ 1,846,118$ 1,914,012$ 1,984,533$ 2,057,786$ 2,133,881$ 2,212,932$ 2,295,056$ 2,380,376$ 2,469,023$ Water Customer Accounts 503-6400-550 270,675$ 496,665$ 514,946$ 533,919$ 553,611$ 574,051$ 595,265$ 617,286$ 640,143$ 663,869$ 688,497$ 714,063$ Water Administration and General 503-6500-560 564,081$ 746,764$ 769,914$ 796,107$ 825,902$ 856,095$ 897,408$ 939,434$ 973,569$ 1,009,124$ 1,045,169$ 1,082,694$ Total Operating Expenses 3,118,501$ 4,144,116$ 4,468,730$ 4,629,014$ 4,798,136$ 4,973,104$ 5,164,867$ 5,363,250$ 5,559,895$ 5,764,365$ 5,975,996$ 6,196,058$ TRUE TRUE TRUE TRUE TRUE TRUE TRUE TRUE TRUE TRUE TRUE TRUE Capital Funded through: Rate Revenues 2,696,463$ 570,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ SRF Loan -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Revenue Bonds -$ -$ -$ -$ -$ -$ 14,000,000$ 14,000,000$ -$ -$ -$ -$ Capital Reserve Fund -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Grant Funding -$ -$ -$ -$ -$ -$ 3,500,000$ 3,500,000$ -$ -$ -$ -$ Impact Fees -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Total Capital and Non-Operating Expenses 2,696,463$ 570,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 18,500,000$ 18,500,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Other Revenue Requirements Debt Service P&I 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ 402,775$ 1,896,098$ 1,897,439$ 1,897,764$ 1,494,559$ Contributions to Reserves 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 940,229$ 940,229$ 940,229$ 940,229$ Transfers Out 255,852$ 263,215$ 273,949$ 283,080$ 295,146$ 306,911$ 329,072$ 351,191$ 364,635$ 378,681$ 392,367$ 406,648$ 1,376,056$ 1,384,602$ 1,397,208$ 1,404,087$ 1,417,053$ 1,430,471$ 1,443,707$ 1,470,012$ 3,200,963$ 3,216,349$ 3,230,360$ 2,841,436$ Total Revenue Requirements 7,191,020$ 6,098,718$ 6,865,938$ 7,033,102$ 7,215,189$ 7,403,575$ 25,108,573$ 25,333,261$ 9,760,857$ 9,980,714$ 10,206,356$ 10,037,494$ Capital Funding/Financing Impact Fee Transfer for Debt -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Proceeds from USDA Loan -$ -$ -$ -$ -$ -$ 14,000,000$ 14,000,000$ -$ -$ -$ -$ Proceeds from USDA Grant -$ -$ -$ -$ -$ -$ 3,500,000$ 3,500,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 17,500,000$ 17,500,000$ -$ -$ -$ -$ Net Revenue Requirements 7,191,020$ 6,098,718$ 6,865,938$ 7,033,102$ 7,215,189$ 7,403,575$ 7,608,573$ 7,833,261$ 9,760,857$ 9,980,714$ 10,206,356$ 10,037,494$ -15.19% 12.58% 2.43% 2.59% 2.61% 2.77% 2.95% 24.61% 2.25% 2.26% -1.65% Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 9: Summary Table Worksheet Page 1 of 2 Revenues Rate Revenue 5,424,258$ 5,451,224$ 5,605,766$ 5,955,814$ 6,252,252$ 6,565,694$ 6,868,723$ 7,186,753$ 7,575,581$ 7,946,089$ 8,337,478$ 8,749,612$ Miscellaneous Revenue 2,689,060$ 1,480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ Total Revenues 8,113,318 6,931,224 6,085,766 6,435,814 6,732,252 7,045,694 7,348,723 7,666,753 8,055,581 8,426,089 8,817,478 9,229,612 Overall Revenue Surplus/(Deficiency) Amount 922,298$ 832,506$ (780,172)$ (597,288)$ (482,937)$ (357,881)$ (259,850)$ (166,508)$ (1,705,276)$ (1,554,625)$ (1,388,878)$ (807,882)$ Reserve Funds Needed to Offset Revenue Deficiency - - 780,172 597,288 482,937 357,881 259,850 166,508 1,705,276 1,554,625 1,388,878 807,882 Adjusted Revenue Surplus/(Deficiency) 922,298$ 832,506$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Water Utility Total Year-End Cash and Investments 10,273,345$ 10,209,219$ 10,327,976$ 10,561,085$ 10,919,249$ 11,375,445$ 11,924,983$ 11,159,936$ 10,545,540$ 10,096,892$ 10,229,239$ Year-End Account Balances Operating Reserve (Water Enterprise Fund)2,043,674$ 2,203,757$ 2,282,802$ 2,366,204$ 2,452,490$ 2,547,058$ 2,644,890$ 2,741,866$ 2,842,700$ 2,947,067$ 3,055,590$ Operating Reserve Target -$ 2,043,674$ 2,203,757$ 2,282,802$ 2,366,204$ 2,452,490$ 2,547,058$ 2,644,890$ 2,741,866$ 2,842,700$ 2,947,067$ 3,055,590$ Operating Reserve Target Met? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes R&R Reserve -$ 1,902,893$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Target Capital Reseve Balance -$ 1,902,893$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Capital Reserve Balance Target Met? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Bond Reserve Fund -$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ 402,775$ 625,723$ 851,247$ 1,075,756$ 896,735$ Bond Reserve Target 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ 402,775$ 625,723$ 851,247$ 1,075,756$ 896,735$ Bond Reserve Target Met? No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Rate Stabilization Reserve -$ 5,921,437$ 6,598,248$ 6,640,213$ 6,789,019$ 7,059,245$ 7,429,798$ 7,877,317$ 6,792,347$ 5,851,593$ 5,074,069$ 5,276,914$ Target Rate Stabilization Reseve Balance -$ Rate Stabilization Reserve Target Met? Yes Total Water Utility Cash and Investments -$ 10,273,345$ 10,209,219$ 10,327,976$ 10,561,085$ 10,919,249$ 11,375,445$ 11,924,983$ 11,159,936$ 10,545,540$ 10,096,892$ 10,229,239$ Stacked Reserve Target 404,159$ 4,351,908$ 3,610,971$ 3,687,763$ 3,772,066$ 3,860,004$ 3,945,647$ 4,047,665$ 4,367,589$ 4,693,948$ 5,022,823$ 4,952,325$ Operating and Bond Reserve Target 404,159$ 2,449,015$ 2,610,971$ 2,687,763$ 2,772,066$ 2,860,004$ 2,945,647$ 3,047,665$ 3,367,589$ 3,693,948$ 4,022,823$ 3,952,325$ Operating, Bond & R&R Reserve Target 4,351,908$ 3,610,971$ 3,687,763$ 3,772,066$ 3,860,004$ 3,945,647$ 4,047,665$ 4,367,589$ 4,693,948$ 5,022,823$ 4,952,325$ 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Projected Rate Revenue $5,424,258 $5,451,224 $5,605,766 $5,955,814 $6,252,252 $6,565,694 $6,868,723 $7,186,753 $7,575,581 $7,946,089 $8,337,478 $8,749,612 Projected Rate Revenue Requirements $4,501,960 $4,618,718 $6,385,938 $6,553,102 $6,735,189 $6,923,575 $7,128,573 $7,353,261 $9,280,857 $9,500,714 $9,726,356 $9,557,494 Projected Revenue Surplus/(Deficiency) $922,298 $832,506 ($780,172) ($597,288) ($482,937) ($357,881) ($259,850) ($166,508) ($1,705,276) ($1,554,625) ($1,388,878) ($807,882) Revenue increase Required to Eliminate Deficiency -17.0%-15.3%13.9%10.0%7.7%5.5%3.8%2.3%22.5%19.6%16.7%9.2% Page 2 of 2 Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 10: Capital Improvement Plan Worksheet Line Funding No. Description Function Source FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 1 Aspen Avenue (lower) Water Main Replacement Distribution REV 181,000$ 2 Bellevue Heights Distribution REV 178,250$ 178,250$ 3 Big Horn Drive Water Main Replacement Distribution REV 193,397$ 4 Big Thompson Avenue (HWY 34) East to Mall Road Distribution REV 122,475$ 122,475$ 5 Birch Ave Distribution REV 103,500$ 103,500$ 6 Blue Arrow 2" off Spur 66 Distribution REV 26,738$ 26,738$ 7 Broadview/Lower Broadview Distribution REV 481,275$ 481,275$ 8 Brook Drive Distribution REV 124,200$ 124,200$ 9 Bureau Area Phase 3 Distribution REV 180,000$ 10 Bureau Area Phase 4 Distribution REV 361,453$ 11 Carriage Drive Distribution REV 258,750$ 12 Cedar Lane Distribution REV 155,250$ 13 Charles Heights Distribution REV 184,000$ 14 Columbine Ave Distribution REV 15 Crystal Storage Facility (Replacement 3200sq/ft) Storage REV 258,750$ 16 Crystal Tank - Sanborn & Ponderosa Storage REV 178,250$ 17 Davis Hill Distribution REV 18 Devils Gulch East - Phase 2 Distribution REV 19 Devils Gulch East - Phase 3 Distribution REV 20 Devils Gulch East - Phase 4 Distribution REV 21 Devils Gulch West Distribution REV 22 Driftwood Distribution REV 23 Eagle Cliff Distribution REV 24 East Lane/North Lane Distribution REV 25 Elm Ave Distribution REV 26 Fall River Estates Pump House - Structure/Capacity Distribution REV 27 Fall River Estates Zone Tank Storage REV 28 Fish Hatchery Road, 12" Abandonment Distribution REV 29 Fort Morgan Colony Distribution REV 30 Glacier Creek Water Treatment Plant Supply/Treatment USDA 14,000,000$ 14,000,000$ 31 Glacier Creek Water Treatment Plant (Grant Funded Portion) Supply/Treatment Grant 3,500,000$ 3,500,000$ 32 Grey Fox PRV Vault and Piping Distribution REV 33 Hill Road 2" Distribution REV 34 Hill Streets Water Main Replacement Phase 2 Distribution REV 269,230$ 35 Juniper Lane Distribution REV 36 Kiowa Zone Tank Storage REV 37 Lone Pine Acres Distribution REV Page 1 of 9 38 Narcissus Circle Distribution REV 39 Office/Shop Design Work Admin REV 66,950$ 40 Old Moccasin Drive Distribution REV 41 Old Ranger Road Distribution REV 42 Ouray Drive Distribution REV 43 Panorama Circle Water Main Replacement Distribution REV 553,614$ 44 Park View & Cyteworth Water Main Replacement Distribution REV 640,891$ 45 Parking Garage Line Connection Distribution REV 100,000$ 46 Pinewood Lane Distribution REV 47 Ponderosa Avenue (CH) Distribution REV 48 Prospect Mountain PRV Water Main Distribution REV 283,250$ 49 Prospect Mountain Water Company Distribution SRF 50 Sanborn - Carriage-Whispering Pines Distribution REV 51 Shady Lane Distribution REV 52 Spruce Drive Water Main Replacement Distribution REV 295,496$ 53 Stanley Circle Water Main Replacement Phase 3 Distribution REV 228,347$ 54 Strong Avenue PRV Increase/Capacity Distribution REV 55 Sunny Acres Distribution REV 56 Thunder Mountain Pump House - Structure/Capacity Distribution REV 57 Thunder Mountain Pump House Improvements Distribution REV 58 Tranquil Lane Distribution REV 59 Twin/Meeker/Longs Drive Distribution REV 60 Upper Broadview Distribution REV 61 Virginia Drive Distribution REV 62 Water Shop - (replacement 7200sq/ft @ $125/sq/ft) Admin REV 63 Water Shop Remodal Admin REV 226,600$ 64 Webb Cottages Distribution REV 65 Whispering Pine Dr (Carriage,West) Distribution REV 66 Whispering Pines Drive (Carriage,East) Distribution REV 67 Willow Lane Distribution REV 68 Yellow Zone Tank Storage REV TOTAL 949,893$ 1,217,691$ 497,577$ 915,067$ -$ 18,536,438$ 18,536,438$ 1,035,000$ Page 2 of 9 FUNDING SOURCES 2018 2019 2020 2021 2022 2023 2024 2025 2026 WATER SYSTEM 69 Rate Revenue REV 949,893$ 1,217,691$ 497,577$ 915,067$ -$ 1,036,438$ 1,036,438$ 1,035,000$ 70 SRF Loan SRF -$ -$ -$ -$ -$ -$ -$ -$ 71 USDA Loan USDA -$ -$ -$ -$ -$ 14,000,000$ 14,000,000$ -$ 72 R&R Reserve Fund RES -$ -$ -$ -$ -$ -$ -$ -$ 73 Grant Funding Grant -$ -$ -$ -$ -$ 3,500,000$ 3,500,000$ -$ 74 Impact Fees IF -$ -$ -$ -$ -$ -$ -$ -$ 75 TOTAL 949,893$ 1,217,691$ 497,577$ 915,067$ -$ 18,536,438$ 18,536,438$ 1,035,000$ Admin -$ 293,550$ -$ -$ -$ -$ -$ -$ Supply/Treatment -$ -$ -$ -$ -$ 17,500,000$ 17,500,000$ -$ Storage -$ -$ -$ -$ -$ -$ -$ 437,000$ Distribution 949,893$ 924,141$ 497,577$ 915,067$ -$ 1,036,438$ 1,036,438$ 598,000$ Total 949,893$ 1,217,691$ 497,577$ 915,067$ -$ 18,536,438$ 18,536,438$ 1,035,000$ Rate Revenue % 2019 2020 2021 2022 2023 2024 2025 2026 Admin 753,550$ 2.8% -$ 293,550$ -$ -$ -$ -$ -$ -$ Supply/Treatment -$ 0.0% -$ -$ -$ -$ -$ -$ -$ -$ Storage 7,452,000$ 27.2% -$ -$ -$ -$ -$ -$ -$ 437,000$ Distribution 19,176,803$ 70.0% 949,893$ 924,141$ 497,577$ 915,067$ -$ 1,036,438$ 1,036,438$ 598,000$ Total 27,382,353$ 100.0%949,893$ 1,217,691$ 497,577$ 915,067$ -$ 1,036,438$ 1,036,438$ 1,035,000$ Rate-Funded Only Admin -$ 293,550$ -$ -$ -$ -$ -$ -$ Supply/Treatment -$ -$ -$ -$ -$ -$ -$ -$ Storage -$ -$ -$ -$ -$ -$ -$ 437,000$ Distribution 949,893$ 924,141$ 497,577$ 915,067$ -$ 1,036,438$ 1,036,438$ 598,000$ ok ok ok ok ok ok ok ok Page 3 of 9 Line No. Description 1 Aspen Avenue (lower) Water Main Replacement 2 Bellevue Heights 3 Big Horn Drive Water Main Replacement 4 Big Thompson Avenue (HWY 34) East to Mall Road 5 Birch Ave 6 Blue Arrow 2" off Spur 66 7 Broadview/Lower Broadview 8 Brook Drive 9 Bureau Area Phase 3 10 Bureau Area Phase 4 11 Carriage Drive 12 Cedar Lane 13 Charles Heights 14 Columbine Ave 15 Crystal Storage Facility (Replacement 3200sq/ft) 16 Crystal Tank - Sanborn & Ponderosa 17 Davis Hill 18 Devils Gulch East - Phase 2 19 Devils Gulch East - Phase 3 20 Devils Gulch East - Phase 4 21 Devils Gulch West 22 Driftwood 23 Eagle Cliff 24 East Lane/North Lane 25 Elm Ave 26 Fall River Estates Pump House - Structure/Capacity 27 Fall River Estates Zone Tank 28 Fish Hatchery Road, 12" Abandonment 29 Fort Morgan Colony 30 Glacier Creek Water Treatment Plant 31 Glacier Creek Water Treatment Plant (Grant Funded Portion) 32 Grey Fox PRV Vault and Piping 33 Hill Road 2" 34 Hill Streets Water Main Replacement Phase 2 35 Juniper Lane 36 Kiowa Zone Tank 37 Lone Pine Acres FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 FY 2033 FY 2034 FY 2035 FY 2036 258,750$ 155,250$ 184,000$ 103,500$ 103,500$ 258,750$ 178,250$ 310,500$ 310,500$ 222,813$ 222,813$ 178,250$ 178,250$ 178,250$ 178,250$ 285,200$ 285,200$ 108,675$ 108,675$ 230,000$ 230,000$ 267,375$ 267,375$ 77,625$ 77,625$ 129,375$ 129,375$ 920,000$ 920,000$ 249,550$ 249,550$ 103,500$ 103,500$ 109,250$ 109,250$ 133,688$ 133,688$ 89,125$ 89,125$ 299,000$ 299,000$ 362,250$ Page 4 of 9 38 Narcissus Circle 39 Office/Shop Design Work 40 Old Moccasin Drive 41 Old Ranger Road 42 Ouray Drive 43 Panorama Circle Water Main Replacement 44 Park View & Cyteworth Water Main Replacement 45 Parking Garage Line Connection 46 Pinewood Lane 47 Ponderosa Avenue (CH) 48 Prospect Mountain PRV Water Main 49 Prospect Mountain Water Company 50 Sanborn - Carriage-Whispering Pines 51 Shady Lane 52 Spruce Drive Water Main Replacement 53 Stanley Circle Water Main Replacement Phase 3 54 Strong Avenue PRV Increase/Capacity 55 Sunny Acres 56 Thunder Mountain Pump House - Structure/Capacity 57 Thunder Mountain Pump House Improvements 58 Tranquil Lane 59 Twin/Meeker/Longs Drive 60 Upper Broadview 61 Virginia Drive 62 Water Shop - (replacement 7200sq/ft @ $125/sq/ft) 63 Water Shop Remodal 64 Webb Cottages 65 Whispering Pine Dr (Carriage,West) 66 Whispering Pines Drive (Carriage,East) 67 Willow Lane 68 Yellow Zone Tank TOTAL 89,125$ 89,125$ 93,150$ 82,800$ 155,250$ 151,513$ 1,035,000$ 993,313$ 993,313$ 968,875$ 968,875$ 1,049,375$ 1,049,375$ 984,113$ 984,113$ 1,023,213$ Page 5 of 9 FUNDING SOURCES WATER SYSTEM 69 Rate Revenue 70 SRF Loan 71 USDA Loan 72 R&R Reserve Fund 73 Grant Funding 74 Impact Fees 75 TOTAL Admin Supply/Treatment Storage Distribution Total Rate Revenue % Admin Supply/Treatment Storage Distribution Total Rate-Funded Only Admin Supply/Treatment Storage Distribution 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 1,035,000$ 993,313$ 993,313$ 968,875$ 968,875$ 1,049,375$ 1,049,375$ 984,113$ 984,113$ 1,023,213$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 1,035,000$ 993,313$ 993,313$ 968,875$ 968,875$ 1,049,375$ 1,049,375$ 984,113$ 984,113$ 1,023,213$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 437,000$ -$ -$ -$ -$ 920,000$ 920,000$ 299,000$ 299,000$ -$ 598,000$ 993,313$ 993,313$ 968,875$ 968,875$ 129,375$ 129,375$ 685,113$ 685,113$ 1,023,213$ 1,035,000$ 993,313$ 993,313$ 968,875$ 968,875$ 1,049,375$ 1,049,375$ 984,113$ 984,113$ 1,023,213$ 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 437,000$ -$ -$ -$ -$ 920,000$ 920,000$ 299,000$ 299,000$ -$ 598,000$ 993,313$ 993,313$ 968,875$ 968,875$ 129,375$ 129,375$ 685,113$ 685,113$ 1,023,213$ 1,035,000$ 993,313$ 993,313$ 968,875$ 968,875$ 1,049,375$ 1,049,375$ 984,113$ 984,113$ 1,023,213$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 437,000$ -$ -$ -$ -$ 920,000$ 920,000$ 299,000$ 299,000$ -$ 598,000$ 993,313$ 993,313$ 968,875$ 968,875$ 129,375$ 129,375$ 685,113$ 685,113$ 1,023,213$ ok ok ok ok ok ok ok ok ok ok Page 6 of 9 Line No. Description 1 Aspen Avenue (lower) Water Main Replacement 2 Bellevue Heights 3 Big Horn Drive Water Main Replacement 4 Big Thompson Avenue (HWY 34) East to Mall Road 5 Birch Ave 6 Blue Arrow 2" off Spur 66 7 Broadview/Lower Broadview 8 Brook Drive 9 Bureau Area Phase 3 10 Bureau Area Phase 4 11 Carriage Drive 12 Cedar Lane 13 Charles Heights 14 Columbine Ave 15 Crystal Storage Facility (Replacement 3200sq/ft) 16 Crystal Tank - Sanborn & Ponderosa 17 Davis Hill 18 Devils Gulch East - Phase 2 19 Devils Gulch East - Phase 3 20 Devils Gulch East - Phase 4 21 Devils Gulch West 22 Driftwood 23 Eagle Cliff 24 East Lane/North Lane 25 Elm Ave 26 Fall River Estates Pump House - Structure/Capacity 27 Fall River Estates Zone Tank 28 Fish Hatchery Road, 12" Abandonment 29 Fort Morgan Colony 30 Glacier Creek Water Treatment Plant 31 Glacier Creek Water Treatment Plant (Grant Funded Portion) 32 Grey Fox PRV Vault and Piping 33 Hill Road 2" 34 Hill Streets Water Main Replacement Phase 2 35 Juniper Lane 36 Kiowa Zone Tank 37 Lone Pine Acres 6/25/2019 2019-2045 FY 2037 FY 2038 FY 2039 FY 2040 FY 2041 FY 2042 FY 2043 FY 2044 FY 2045 Total 181,000$ 356,500$ 193,397$ 244,950$ 207,000$ 53,475$ 962,550$ 248,400$ 180,000$ 361,453$ 517,500$ 310,500$ 368,000$ 207,000$ 517,500$ 356,500$ 621,000$ 445,625$ 356,500$ 356,500$ 570,400$ 217,350$ 460,000$ 534,750$ 155,250$ 258,750$ 1,840,000$ 499,100$ 207,000$ 28,000,000$ 7,000,000$ 218,500$ 267,375$ 269,230$ 178,250$ 598,000$ 362,250$ 724,500$ Page 7 of 9 38 Narcissus Circle 39 Office/Shop Design Work 40 Old Moccasin Drive 41 Old Ranger Road 42 Ouray Drive 43 Panorama Circle Water Main Replacement 44 Park View & Cyteworth Water Main Replacement 45 Parking Garage Line Connection 46 Pinewood Lane 47 Ponderosa Avenue (CH) 48 Prospect Mountain PRV Water Main 49 Prospect Mountain Water Company 50 Sanborn - Carriage-Whispering Pines 51 Shady Lane 52 Spruce Drive Water Main Replacement 53 Stanley Circle Water Main Replacement Phase 3 54 Strong Avenue PRV Increase/Capacity 55 Sunny Acres 56 Thunder Mountain Pump House - Structure/Capacity 57 Thunder Mountain Pump House Improvements 58 Tranquil Lane 59 Twin/Meeker/Longs Drive 60 Upper Broadview 61 Virginia Drive 62 Water Shop - (replacement 7200sq/ft @ $125/sq/ft) 63 Water Shop Remodal 64 Webb Cottages 65 Whispering Pine Dr (Carriage,West) 66 Whispering Pines Drive (Carriage,East) 67 Willow Lane 68 Yellow Zone Tank TOTAL 89,125$ 178,250$ 66,950$ 89,125$ 178,250$ 93,150$ 186,300$ 82,800$ 165,600$ 553,614$ 640,891$ 100,000$ 155,250$ 310,500$ 151,513$ 303,025$ 283,250$ 496,800$ 496,800$ 993,600$ 133,688$ 133,688$ 267,375$ 46,575$ 46,575$ 93,150$ 295,496$ 228,347$ 43,125$ 43,125$ 86,250$ 103,500$ 103,500$ 207,000$ 158,125$ 158,125$ 316,250$ 402,500$ 402,500$ 805,000$ 51,750$ 51,750$ 103,500$ 414,000$ 414,000$ 828,000$ 160,425$ 160,425$ 320,850$ 71,300$ 71,300$ 142,600$ 230,000$ 230,000$ 460,000$ 226,600$ 51,750$ 51,750$ 103,500$ 320,850$ 320,850$ 641,700$ 356,500$ 356,500$ 713,000$ 196,650$ 196,650$ 393,300$ 2,070,000$ 2,070,000$ 4,140,000$ 1,023,213$ 981,813$ 981,813$ 1,028,675$ 1,028,675$ 1,030,400$ 1,030,400$ 2,266,650$ 2,266,650$ 63,375,953$ Page 8 of 9 FUNDING SOURCES WATER SYSTEM 69 Rate Revenue 70 SRF Loan 71 USDA Loan 72 R&R Reserve Fund 73 Grant Funding 74 Impact Fees 75 TOTAL Admin Supply/Treatment Storage Distribution Total Rate Revenue % Admin Supply/Treatment Storage Distribution Total Rate-Funded Only Admin Supply/Treatment Storage Distribution 2037 2038 2039 2040 2041 2042 2043 2044 2045 Total 1,023,213$ 485,013$ 485,013$ 1,028,675$ 1,028,675$ 1,030,400$ 1,030,400$ 2,266,650$ 2,266,650$ 27,382,353$ -$ 496,800$ 496,800$ -$ -$ -$ -$ -$ -$ 993,600$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 28,000,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 7,000,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 1,023,213$ 981,813$ 981,813$ 1,028,675$ 1,028,675$ 1,030,400$ 1,030,400$ 2,266,650$ 2,266,650$ 63,375,953$ -$ -$ -$ -$ -$ 230,000$ 230,000$ -$ -$ 753,550$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 35,000,000$ -$ -$ -$ -$ -$ -$ -$ 2,070,000$ 2,070,000$ 7,452,000$ 1,023,213$ 981,813$ 981,813$ 1,028,675$ 1,028,675$ 800,400$ 800,400$ 196,650$ 196,650$ 20,170,403$ 1,023,213$ 981,813$ 981,813$ 1,028,675$ 1,028,675$ 1,030,400$ 1,030,400$ 2,266,650$ 2,266,650$ 63,375,953$ 2037 2038 2039 2040 2041 2042 2043 2044 2045 -$ -$ -$ -$ -$ 230,000$ 230,000$ -$ -$ 753,550$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,070,000$ 2,070,000$ 7,452,000$ 1,023,213$ 485,013$ 485,013$ 1,028,675$ 1,028,675$ 800,400$ 800,400$ 196,650$ 196,650$ 19,176,803$ 1,023,213$ 485,013$ 485,013$ 1,028,675$ 1,028,675$ 1,030,400$ 1,030,400$ 2,266,650$ 2,266,650$ 27,382,353$ -$ -$ -$ -$ -$ 230,000$ 230,000$ -$ -$ 753,550$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,070,000$ 2,070,000$ 7,452,000$ 1,023,213$ 485,013$ 485,013$ 1,028,675$ 1,028,675$ 800,400$ 800,400$ 196,650$ 196,650$ 19,176,803$ ok ok ok ok ok ok ok ok ok ok Page 9 of 9 Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 11: COSA Targets Line No. Description Target 2019 2020 2021 2022 2023 Rate Revenue by User Class: Residential 2,922,058$ 2,931,951$ 3,105,497$ 3,234,646$ 3,367,702$ Commercial 2,070,242$ 2,204,978$ 2,351,846$ 2,492,644$ 2,645,234$ Bulk Water 224,651$ 242,494$ 261,706$ 277,273$ 293,742$ Pumped Flow 234,273$ 226,344$ 236,765$ 247,690$ 259,016$ Total 5,451,224$ 5,605,766$ 5,955,814$ 6,252,252$ 6,565,694$ TRUE TRUE TRUE TRUE TRUE Revenue Percent: Residential 49.85% 53.60% 52.30% 52.14% 51.74% 51.29% Commercial 41.21% 37.98% 39.33% 39.49% 39.87% 40.29% Bulk Water 4.24% 4.12% 4.33% 4.39% 4.43% 4.47% Pumped Flow 4.69% 4.30% 4.04% 3.98% 3.96% 3.94% Total 100.00%100% 100% 100% 100% 100% Percent Difference from Target: 2019 2020 2021 2022 2023 Residential 7.5% 4.9% 4.6% 3.8% 2.9% Commercial -7.9% -4.6% -4.2% -3.3% -2.2% Bulk Water -2.8% 2.1% 3.7% 4.7% 5.6% Pumped Flow -8.4%-14.0% -15.3% -15.6% -16.0% Total 0.0% 0.0% 0.0% 0.0% 0.0% Line No. Description Target Rate Revenue by User Class: Residential Commercial Bulk Water Pumped Flow Total Revenue Percent: Residential 49.85% Commercial 41.21% Bulk Water 4.24% Pumped Flow 4.69% Total 100.00% Percent Difference from Target: Residential Commercial Bulk Water Pumped Flow Total 2024 2025 2026 2027 2028 2029 3,505,836$ 3,649,074$ 3,850,587$ 4,063,116$ 4,287,154$ 4,524,361$ 2,781,348$ 2,925,921$ 3,079,613$ 3,202,966$ 3,333,882$ 3,470,245$ 310,673$ 328,507$ 347,428$ 366,597$ 386,792$ 408,195$ 270,866$ 283,251$ 297,954$ 313,410$ 329,649$ 346,810$ 6,868,723$ 7,186,753$ 7,575,581$ 7,946,089$ 8,337,478$ 8,749,612$ TRUE TRUE TRUE TRUE TRUE TRUE 51.04% 50.78% 50.83% 51.13% 51.42% 51.71% 40.49% 40.71% 40.65% 40.31% 39.99% 39.66% 4.52% 4.57% 4.59% 4.61% 4.64% 4.67% 3.94% 3.94% 3.93% 3.94% 3.95% 3.96% 100% 100% 100% 100% 100% 100% 2024 2025 2026 2027 2028 2029 2.4% 1.8% 2.0% 2.6% 3.1% 3.7% -1.7% -1.2% -1.4% -2.2% -3.0% -3.8% 6.7% 7.9% 8.2% 8.9% 9.5%10.1% -16.0% -16.0% -16.2% -16.0% -15.8% -15.6% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Flow (gal) Tier Defn 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Urban Residential Tier 1 All Water Use 129,925,425 137,114,458 137,800,030 138,489,030 139,181,476 139,877,383 140,576,770 141,279,654 141,986,052 142,695,982 143,409,462 144,126,509 144,847,142 Rural Residential Tier 1 All Water Use 45,220,480 47,250,270 47,486,521 47,723,954 47,962,574 48,202,387 48,443,399 48,685,616 48,929,044 49,173,689 49,419,557 49,666,655 49,914,988 Urban Commercial Tier 1 All Water Use 180,245,098 193,337,726 194,304,415 195,275,937 196,252,316 197,233,578 198,219,746 199,210,845 200,206,899 201,207,933 202,213,973 203,225,043 204,241,168 Rural Commercial Tier 1 All Water Use 20,510,930 23,285,230 23,401,656 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 23,518,664 Urban Bulk Tier 1 All Water Use 5,496,172 5,060,529 5,085,832 5,111,261 5,136,817 5,162,501 5,188,314 5,214,255 5,240,327 5,266,528 5,292,861 5,319,325 5,345,922 Rural Bulk Tier 1 All Water Use 15,849,890 15,458,620 15,535,913 15,613,593 15,691,661 15,770,119 15,848,970 15,928,214 16,007,855 16,087,895 16,168,334 16,249,176 16,330,422 Urban Pumped Flow Tier 1 All Water Use 12,517,000 11,395,250 11,452,226 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 11,509,487 Rural Pumped Flow Tier 1 All Water Use 2,020,870 2,368,720 2,380,564 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 2,392,466 Grand Total (gal) 411,785,865 435,270,803 437,447,157 439,634,393 441,645,462 443,666,586 445,697,816 447,739,202 449,790,795 451,852,646 453,924,806 456,007,327 458,100,260 Percent Flow Change 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Urban Residential Tier 1 5.53%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Rural Residential Tier 1 4.49%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Urban Commercial Tier 1 7.26%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Rural Commercial Tier 1 13.53%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Urban Bulk Tier 1 -7.93%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Rural Bulk Tier 1 -2.47%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Urban Pumped Flow Tier 1 -8.96%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Rural Pumped Flow Tier 1 17.21%0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% Percent Flow Increase 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Residential 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Residential 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Commercial 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Commercial 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Bulk 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Bulk 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Pumped Flow 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Pumped Flow 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 12: Flow Growth Worksheet Monthly Service Charge FY18 Actual FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 Urban Residential 5/8" 42 42 42 42 42 42 42 42 42 42 42 42 3/4" 2,342 2,354 2,365 2,377 2,389 2,401 2,413 2,425 2,437 2,450 2,462 2,474 1" 65 65 66 66 66 67 67 67 68 68 68 69 1 1/2" 24 24 24 24 24 25 25 25 25 25 25 25 2" 8 8 8 8 8 8 8 8 8 8 8 8 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Rural Residential 5/8" 22 22 22 22 22 23 23 23 23 23 23 23 3/4" 1,162 1,168 1,174 1,180 1,185 1,191 1,197 1,203 1,209 1,215 1,221 1,228 1" 8 8 8 8 8 8 8 8 8 8 8 8 1 1/2" 4 4 4 4 4 4 4 4 4 4 4 4 2" 3 3 3 3 3 3 3 3 3 3 3 3 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Urban Commercial 5/8" 10 10 10 10 10 10 10 10 10 10 11 11 3/4" 829 833 837 841 846 850 854 858 863 867 871 876 1" 131 132 132 133 134 134 135 136 136 137 138 138 1 1/2" 57 57 58 58 58 58 59 59 59 60 60 60 2" 44 44 44 45 45 45 45 46 46 46 46 46 3" 15 15 15 15 15 15 15 16 16 16 16 16 4" 3 3 3 3 3 3 3 3 3 3 3 3 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Rural Commercial 5/8" 4 4 4 4 4 4 4 4 4 4 4 4 3/4" 202 203 204 205 206 207 208 209 210 211 212 213 1" 14 14 14 14 14 14 14 14 15 15 15 15 1 1/2" 2 2 2 2 2 2 2 2 2 2 2 2 2" 3 3 3 3 3 3 3 3 3 3 3 3 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 13: Meter Growth Worksheet Page 1 of 4 Urban Bulk 5/8" - - - - - - - - - - - - 3/4" - - - - - - - - - - - - 1" - - - - - - - - - - - - 1 1/2" - - - - - - - - - - - - 2" - - - - - - - - - - - - 3" 2 2 2 2 2 2 2 2 2 2 2 2 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Rural Bulk 5/8" - - - - - - - - - - - - 3/4" - - - - - - - - - - - - 1" 1 1 1 1 1 1 1 1 1 1 1 1 1 1/2" 1 1 1 1 1 1 1 1 1 1 1 1 2" 2 2 2 2 2 2 2 2 2 2 2 2 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Urban Pumped Flow 5/8" - - - - - - - - - - - - 3/4" 216 217 218 219 220 221 223 224 225 226 227 228 1" - - - - - - - - - - - - 1 1/2" - - - - - - - - - - - - 2" 2 2 2 2 2 2 2 2 2 2 2 2 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Rural Pumped Flow 5/8" - - - - - - - - - - - - 3/4" 49 49 49 50 50 50 50 51 51 51 52 52 1" - - - - - - - - - - - - 1 1/2" 1 1 1 1 1 1 1 1 1 1 1 1 2" - - - - - - - - - - - - 3" - - - - - - - - - - - - 4" - - - - - - - - - - - - 6" - - - - - - - - - - - - 8" - - - - - - - - - - - - 10" - - - - - - - - - - - - Total Meters 5,268 5,294 5,320 5,347 5,373 5,400 5,427 5,454 5,481 5,508 5,535 5,563 Page 2 of 4 Meter Growth FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 Urban Residential 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Residential 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Commercial 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Commercial 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Page 3 of 4 Urban Bulk 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Bulk 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Pumped Flow 5/8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3/4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 1 1/2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 2"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 3"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 4"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 6"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 8"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 10"0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Percent Meter Increase FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 Urban Residential 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Residential 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Commercial 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Commercial 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Urban Bulk 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Bulk 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Rural Pumped Flow 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% 0.5% Page 4 of 4 Common Residential Minimum 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Urban 32.56$ 32.56$ 42.33$ 44.44$ 46.67$ 49.00$ 51.45$ 54.02$ 56.72$ 59.56$ 62.54$ 65.66$ Rural 52.09$ 52.09$ 65.61$ 66.67$ 67.67$ 68.60$ 69.46$ 70.23$ 73.74$ 77.43$ 81.30$ 85.36$ Urban Nonresidential Monthly Minimum (Fixed Charges)2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5/8" 32.56$ 32.56$ 36.47$ 40.84$ 44.93$ 49.42$ 53.13$ 57.11$ 61.39$ 64.46$ 67.69$ 71.07$ 3/4" 32.56$ 32.56$ 36.47$ 40.84$ 44.93$ 49.42$ 53.13$ 57.11$ 61.39$ 64.46$ 67.69$ 71.07$ 1" 54.37$ 54.37$ 60.89$ 68.20$ 75.02$ 82.52$ 88.71$ 95.37$ 102.52$ 107.65$ 113.03$ 118.68$ 1-1/2" 108.41$ 108.41$ 121.42$ 135.99$ 149.59$ 164.55$ 176.89$ 190.15$ 204.42$ 214.64$ 225.37$ 236.64$ 2" 173.52$ 173.52$ 194.34$ 217.66$ 239.43$ 263.37$ 283.13$ 304.36$ 327.19$ 343.55$ 360.72$ 378.76$ 3" 325.57$ 325.57$ 364.64$ 408.40$ 449.23$ 494.16$ 531.22$ 571.06$ 613.89$ 644.59$ 676.81$ 710.66$ 4" 542.72$ 542.72$ 607.85$ 680.79$ 748.87$ 823.75$ 885.53$ 951.95$ 1,023.35$ 1,074.51$ 1,128.24$ 1,184.65$ 6" 747.46$ 747.46$ 837.16$ 937.61$ 1,031.38$ 1,134.51$ 1,219.60$ 1,311.07$ 1,409.40$ 1,479.87$ 1,553.87$ 1,631.56$ 8" 1,736.26$ 1,736.26$ 1,944.61$ 2,177.96$ 2,395.76$ 2,635.34$ 2,832.99$ 3,045.46$ 3,273.87$ 3,437.56$ 3,609.44$ 3,789.91$ 10" 2,496.14$ 2,496.14$ 2,795.68$ 3,131.16$ 3,444.27$ 3,788.70$ 4,072.85$ 4,378.32$ 4,706.69$ 4,942.03$ 5,189.13$ 5,448.58$ Rural Nonresidential Monthly Minimum (Fixed Charges)2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5/8" 52.09$ 52.09$ 58.35$ 65.35$ 71.88$ 79.07$ 85.00$ 91.38$ 98.23$ 103.14$ 108.30$ 113.72$ 3/4" 52.09$ 52.09$ 58.35$ 65.35$ 71.88$ 79.07$ 85.00$ 91.38$ 98.23$ 103.14$ 108.30$ 113.72$ 1" 86.99$ 86.99$ 97.43$ 109.12$ 120.04$ 132.04$ 141.94$ 152.59$ 164.03$ 172.23$ 180.84$ 189.89$ 1-1/2" 173.46$ 173.46$ 194.27$ 217.58$ 239.34$ 263.28$ 283.02$ 304.25$ 327.07$ 343.42$ 360.59$ 378.62$ 2" 277.65$ 277.65$ 310.95$ 348.26$ 383.09$ 421.40$ 453.00$ 486.98$ 523.50$ 549.67$ 577.16$ 606.02$ 3" 520.91$ 520.91$ 583.42$ 653.43$ 718.78$ 790.65$ 849.95$ 913.70$ 982.23$ 1,031.34$ 1,082.90$ 1,137.05$ 4" 868.36$ 868.36$ 972.55$ 1,089.26$ 1,198.19$ 1,318.01$ 1,416.86$ 1,523.12$ 1,637.35$ 1,719.22$ 1,805.18$ 1,895.44$ 6" 955.93$ 955.93$ 1,339.45$ 1,500.18$ 1,650.20$ 1,815.22$ 1,951.36$ 2,097.71$ 2,255.04$ 2,367.79$ 2,486.18$ 2,610.49$ 8" 2,778.02$ 2,778.02$ 3,111.38$ 3,484.74$ 3,833.22$ 4,216.54$ 4,532.78$ 4,872.74$ 5,238.19$ 5,500.10$ 5,775.11$ 6,063.86$ 10" 3,993.82$ 3,993.82$ 4,473.08$ 5,009.85$ 5,510.84$ 6,061.92$ 6,516.57$ 7,005.31$ 7,530.71$ 7,907.24$ 8,302.60$ 8,717.73$ Flow: Residential ($/kgal) Urban 5.26$ 5.26$ 6.58$ 6.91$ 7.26$ 7.62$ 8.00$ 8.40$ 8.82$ 9.26$ 9.72$ 10.21$ Rural 8.42$ 8.42$ 10.20$ 10.37$ 10.53$ 10.67$ 10.80$ 10.92$ 11.47$ 12.04$ 12.64$ 13.27$ Flow: Commercial ($/kgal) Urban 5.40$ 5.40$ 5.51$ 5.62$ 5.73$ 5.84$ 5.96$ 6.08$ 6.20$ 6.32$ 6.45$ 6.58$ Rural 8.64$ 8.64$ 8.82$ 8.99$ 9.17$ 9.34$ 9.54$ 9.73$ 9.92$ 10.11$ 10.32$ 10.53$ Flow: Bulk Water ($/kgal) Urban 5.90$ 5.90$ 6.31$ 6.75$ 7.09$ 7.44$ 7.81$ 8.20$ 8.61$ 9.04$ 9.49$ 9.96$ Rural 11.39$ 11.39$ 12.19$ 13.04$ 13.69$ 14.37$ 15.09$ 15.84$ 16.63$ 17.46$ 18.33$ 19.25$ Flow: Pumped Flow ($/kgal) Urban 7.37$ 7.36$ 9.21$ 9.67$ 10.16$ 10.67$ 11.20$ 11.76$ 12.35$ 12.96$ 13.61$ 14.29$ Rural 11.79$ 11.79$ 14.74$ 15.48$ 16.26$ 17.07$ 17.92$ 18.82$ 19.76$ 20.74$ 21.77$ 22.87$ Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 14: Rate Structure Worksheet Page 1 of 2 Rate Design - Annual Percent Increase 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Fixed Charges Residential 0.0% 30.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Nonresidential 0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 5/8"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 3/4"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 1"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 1-1/2"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 2"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 3"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 4"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 6"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 8"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% 10"0.0% 12.0% 12.0% 10.0% 10.0% 7.5% 7.5% 7.5% 5.0% 5.0% 5.0% Flow Charge per kgal Residential Urban 0.0% 25.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Rural 0.0% 25.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Commercial Urban 0.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Rural 0.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Bulk Water Urban 0.0% 7.0% 7.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Rural 0.0% 7.0% 7.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Pumped Flow Urban 0.0% 25.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Rural 0.0% 25.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Page 2 of 2 User Class 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Fixed Monthly Revenues (By Class) Urban Residential 1,021,765$ 1,026,792$ 1,272,609$ 1,342,808$ 1,416,881$ 1,495,040$ 1,577,511$ 1,664,533$ 1,756,355$ 1,853,244$ 1,955,478$ 2,063,353$ Rural Residential 766,767$ 770,601$ 953,437$ 973,659$ 993,205$ 1,011,939$ 1,029,711$ 1,046,358$ 1,104,170$ 1,165,175$ 1,229,551$ 1,297,484$ Urban Commercial 657,195$ 660,481$ 743,438$ 836,813$ 925,097$ 1,022,695$ 1,104,894$ 1,193,700$ 1,289,644$ 1,360,896$ 1,436,086$ 1,515,430$ Rural Commercial 157,539$ 158,327$ 178,229$ 200,615$ 221,780$ 245,177$ 264,883$ 286,173$ 309,175$ 326,256$ 344,282$ 363,304$ Urban Bulk 7,814$ 7,853$ 8,839$ 9,949$ 10,999$ 12,159$ 13,137$ 14,192$ 15,333$ 16,180$ 17,074$ 18,018$ Rural Bulk 9,789$ 9,838$ 11,073$ 12,464$ 13,779$ 15,232$ 16,457$ 17,779$ 19,208$ 20,270$ 21,390$ 22,571$ Urban Pumped Flow 88,560$ 89,003$ 111,840$ 118,019$ 124,540$ 131,421$ 138,682$ 146,344$ 154,429$ 162,962$ 171,965$ 181,466$ Rural Pumped Flow 32,710$ 32,874$ 39,760$ 40,603$ 41,418$ 42,199$ 42,940$ 43,635$ 46,045$ 48,589$ 51,274$ 54,107$ Total Fixed Revenue 2,742,140$ 2,755,769$ 3,319,224$ 3,534,931$ 3,747,699$ 3,975,863$ 4,188,216$ 4,412,715$ 4,694,360$ 4,953,573$ 5,227,100$ 5,515,732$ 1,000 Gallons Embedded in Residential/Pumped Rates 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Flow Revenues 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Residential Urban 721,222 724,828 515,597 544,197 574,657 606,207 639,660 675,043 712,384 751,709 793,045 837,240 Rural 397,847 399,837 190,308 244,832 249,902 254,516 258,953 263,140 277,678 292,988 309,081 326,285 Total Residential 1,119,069 1,124,665 705,905 789,030 824,559 860,722 898,613 938,183 990,062 1,044,697 1,102,125 1,163,525 Commercial Urban 1,044,024 1,049,244 1,075,970 1,102,938 1,130,148 1,157,603 1,187,297 1,217,258 1,247,489 1,277,992 1,310,802 1,343,907 Rural 201,184 202,190 207,341 211,480 215,619 219,758 224,274 228,790 233,305 237,821 242,713 247,604 Total Commercial 1,245,208 1,251,434 1,283,311 1,314,418 1,345,768 1,377,362 1,411,571 1,446,048 1,480,794 1,515,813 1,553,514 1,591,511 Bulk Water Urban 29,857 30,006 32,252 34,674 36,602 38,601 40,723 42,971 45,345 47,847 50,480 53,245 Rural 176,074 176,954 190,330 204,619 215,893 227,750 240,357 253,564 267,542 282,299 297,847 314,361 Total Bulk Water 205,931 206,960 222,582 239,293 252,495 266,351 281,080 296,535 312,886 330,147 348,328 367,606 Pumped Flow Urban 83,983 84,334 57,345 59,965 62,733 65,559 68,528 71,637 74,885 78,267 81,783 85,513 Rural 27,927 28,062 17,399 18,177 18,999 19,837 20,716 21,635 22,594 23,592 24,627 25,724 Total Pumped Flow 111,910 112,396 74,744 78,143 81,732 85,396 89,244 93,272 97,479 101,859 106,410 111,237 Total Rate Revenue from All User Classes 5,424,258 5,451,224 5,605,766 5,955,814 6,252,252 6,565,694 6,868,723 7,186,753 7,575,581 7,946,089 8,337,478 8,749,612 User Class 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Urban Residential 1,742,987$ 1,751,620$ 1,788,206$ 1,887,006$ 1,991,538$ 2,101,247$ 2,217,171$ 2,339,576$ 2,468,739$ 2,604,953$ 2,748,523$ 2,900,593$ Rural Residential 1,164,615$ 1,170,438$ 1,143,745$ 1,218,491$ 1,243,108$ 1,266,455$ 1,288,665$ 1,309,498$ 1,381,848$ 1,458,163$ 1,538,632$ 1,623,769$ Urban Commercial 1,701,219$ 1,709,725$ 1,819,408$ 1,939,751$ 2,055,246$ 2,180,298$ 2,292,191$ 2,410,958$ 2,537,133$ 2,638,889$ 2,746,887$ 2,859,337$ Rural Commercial 358,724$ 360,517$ 385,570$ 412,095$ 437,399$ 464,936$ 489,157$ 514,963$ 542,480$ 564,077$ 586,995$ 610,908$ Urban Bulk 37,671$ 37,859$ 41,091$ 44,623$ 47,601$ 50,760$ 53,860$ 57,163$ 60,678$ 64,028$ 67,555$ 71,263$ Rural Bulk 185,863$ 186,792$ 201,403$ 217,083$ 229,672$ 242,982$ 256,814$ 271,344$ 286,750$ 302,569$ 319,237$ 336,932$ Urban Pumped Flow 172,543$ 173,337$ 169,185$ 177,985$ 187,273$ 196,980$ 207,209$ 217,981$ 229,314$ 241,229$ 253,748$ 266,979$ Rural Pumped Flow 60,638$ 60,936$ 57,158$ 58,780$ 60,417$ 62,036$ 63,656$ 65,270$ 68,640$ 72,181$ 75,901$ 79,831$ Total 5,424,258 5,451,224 5,605,766 5,955,814 6,252,252 6,565,694 6,868,723 7,186,753 7,575,581 7,946,089 8,337,478 8,749,612 Projected Rate Revenue by User Class Projected Revenue by User Class Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 15: Rate Revenue Worksheet Line Escalation Escalation Escalation Escalation Escalation No. Description 2018 Reference 2019 Reference 2020 Reference 2021 Reference 2022 Reference 2023 WATER SYSTEM Non-Operating Revenues Intergovernmental Revenue 306,374$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Investment Income 140,271$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ Interest Expense/Debt Service Payments -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Loss on Sale of Assets 25,350$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Revenue Bond Proceeds -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Capital Lease Proceeds -$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ Tap Fees 1,809,810$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ Prospect Mountain Connection Fees -$ 1.00 1,000,000$ 0.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Transfers In 551,956$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Transfers Out (144,701)$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ Total Non-Operating Revenue:2,689,060$ 1,480,000$ 480,000$ 480,000$ 480,000$ 480,000$ Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 16: Projections of Non-Operating Revenues Page 1 of 2 Line No. Description WATER SYSTEM Non-Operating Revenues Intergovernmental Revenue Investment Income Interest Expense/Debt Service Payments Loss on Sale of Assets Revenue Bond Proceeds Capital Lease Proceeds Tap Fees Prospect Mountain Connection Fees Transfers In Transfers Out Total Non-Operating Revenue: Escalation Escalation Escalation Escalation Escalation Escalation Reference 2024 Reference 2025 Reference 2026 Reference 2027 Reference 2028 Reference 2029 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 30,000$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 20,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 430,000$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 1.00 -$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ 480,000$ Page 2 of 2 Line No.Description Water Other 2018 2019 2020 2021 2022 2023 EXISTING DEBT SERVICE 1 2008 Series A CWRPDA Water Loan 100%0%283,802.17 289,478.22 295,154.26 295,154.26 300,830.30 306,506.35 2 2019 Radio LP - Motorola Financing 100%0%2,701.29$ 2,066.36$ 2,170.30$ 2,279.48$ 2,394.14$ 3 Total 283,802$ 289,478$ 295,154$ 297,325$ 303,110$ 308,900$ Annual Interest 4 2008 Series A CWRPDA Water Loan 120,356.68 115,790.70 111,351.62 107,033.16 102,257.52 98,233.98 5 2019 Radio LP - Motorola Financing 72.63$ 707.56$ 603.62$ 494.44$ 379.78$ 6 Total 120,357$ 115,863$ 112,059$ 107,637$ 102,752$ 98,614$ 7 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ PROPOSED DEBT SERVICE 8 Future Bonds 2019 100%0%-$ -$ -$ -$ -$ 9 Future SRF 2019 100%0%-$ -$ -$ -$ -$ 10 Future Bonds 2020 100%0%-$ -$ -$ -$ -$ 11 Future SRF 2020 100%0%-$ -$ -$ -$ -$ 12 Future Bonds 2021 100%0%-$ -$ -$ -$ -$ 13 Future SRF 2021 100%0%-$ -$ -$ -$ -$ 14 Future Bonds 2022 100%0%-$ -$ -$ -$ -$ 15 Future SRF 2022 100%0%-$ -$ -$ -$ -$ 16 Future Bonds 2023 100%0%-$ -$ -$ -$ -$ 17 Future SRF 2023 100%0%-$ -$ -$ -$ -$ 18 Future Bonds 2024 100%0%-$ -$ -$ -$ -$ 19 Future SRF 2024 100%0%-$ -$ -$ -$ -$ 20 Future Bonds 2025 100%0%-$ -$ -$ -$ -$ 21 Future SRF 2025 100%0%-$ -$ -$ -$ -$ 22 Future Bonds 2026 100%0%-$ -$ -$ -$ -$ 23 Future SRF 2026 100%0%-$ -$ -$ -$ -$ 24 Future Bonds 2027 100%0%-$ -$ -$ -$ -$ 25 Future SRF 2027 100%0%-$ -$ -$ -$ -$ 26 100%0% -$ -$ -$ -$ -$ 27 100%0% -$ -$ -$ -$ -$ 28 Total -$ -$ -$ -$ -$ 29 Total Interest -$ -$ -$ -$ -$ 30 TOTAL DEBT SERVICE 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ Reserve Contributions - USDA Debt Service Reserve Short-Lived Asset Reserve Total Cumulative Total Percent Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 17: Determination of Debt Service Page 1 of 2 Line No.Description EXISTING DEBT SERVICE 1 2008 Series A CWRPDA Water Loan 2 2019 Radio LP - Motorola Financing 3 Total Annual Interest 4 2008 Series A CWRPDA Water Loan 5 2019 Radio LP - Motorola Financing 6 Total 7 PROPOSED DEBT SERVICE 8 Future Bonds 2019 9 Future SRF 2019 10 Future Bonds 2020 11 Future SRF 2020 12 Future Bonds 2021 13 Future SRF 2021 14 Future Bonds 2022 15 Future SRF 2022 16 Future Bonds 2023 17 Future SRF 2023 18 Future Bonds 2024 19 Future SRF 2024 20 Future Bonds 2025 21 Future SRF 2025 22 Future Bonds 2026 23 Future SRF 2026 24 Future Bonds 2027 25 Future SRF 2027 26 27 28 Total 29 Total Interest 30 TOTAL DEBT SERVICE Reserve Contributions - USDA Debt Service Reserve Short-Lived Asset Reserve Total Cumulative Total 2024 2025 2026 2027 2028 2029 306,506.35 329,210.52 346,238.65 363,266.78 385,970.98 2,514.57$ 2,641.07$ 309,021$ 331,852$ 346,239$ 363,267$ 385,971$ -$ 89,308.88 70,790.58 55,300.82 39,613.08 17,233.88 259.35$ 132.85$ 89,568$ 70,923$ 55,301$ 39,613$ 17,234$ -$ 398,589$ 402,775$ 401,539$ 402,880$ 403,205$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 1,494,559$ 1,494,559$ 1,494,559$ 1,494,559$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 1,494,559$ 1,494,559$ 1,494,559$ 1,494,559$ -$ -$ 1,225,000$ 1,213,207$ 1,200,898$ 1,188,050$ 398,589$ 402,775$ 1,896,098$ 1,897,439$ 1,897,764$ 1,494,559$ 149,456$ 149,456$ 149,456$ 149,456$ 74,728$ 74,728$ 74,728$ 74,728$ 224,184$ 224,184$ 224,184$ 224,184$ 224,184$ 448,368$ 672,551$ 896,735$ Page 2 of 2 Line No. Description 2018 2019 2020 2021 2022 2023 2024 2025 Overall Revenue Surplus/(Deficiency)832,506$ (780,172)$ (597,288)$ (482,937)$ (357,881)$ (259,850)$ (166,508)$ Budgeted Contribution to Reserves 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ 716,046$ Total Cash Balance 9,440,839$ 10,273,345$ 10,209,219$ 10,327,976$ 10,561,085$ 10,919,249$ 11,375,445$ 11,924,983$ Bond Covenant Reserve Account Bond Covenant Reserve Cash Balance -$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ 402,775$ Transfer In/Out from …405,342$ 1,872$ (2,252)$ 900$ 1,653$ (8,925)$ 4,186$ Operations and Maintenance Reserve Account O&M Reserve Cash Balance 180 9,440,839$ 2,043,674$ 2,203,757$ 2,282,802$ 2,366,204$ 2,452,490$ 2,547,058$ 2,644,890$ Transfer In/Out from Revenue Surplus/Deficiency (7,397,165)$ -$ -$ -$ -$ -$ -$ Transfer In from Rate Stabilization Reserve -$ 160,084$ 79,044$ 83,403$ 86,286$ 94,568$ 97,833$ Renewal/Replacement Reserve Account Renewal/Replacement Reserve Cash Balance -$ 1,902,893$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Transfer In/Out from Revenue Surplus/Deficiency 1,902,893$ (902,893)$ -$ -$ -$ -$ -$ Rate Stabilization Reserve Account Rate Stabilization Reserve Balance -$ 5,921,437$ 6,598,248$ 6,640,213$ 6,789,019$ 7,059,245$ 7,429,798$ 7,877,317$ Transfer In/Out from Revenue Surplus/Deficiency 5,921,437$ 676,811$ 41,965$ 148,806$ 270,226$ 370,553$ 447,519$ Transfer In/Out from Renewal/Replacement Reserve -$ -$ -$ -$ -$ -$ -$ Total Cash Balance 9,440,839$ 10,273,345$ 10,209,219$ 10,327,976$ 10,561,085$ 10,919,249$ 11,375,445$ 11,924,983$ ok ok ok ok ok ok ok ok Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 18: Fund Balances Page 1 of 2 Line No. Description Overall Revenue Surplus/(Deficiency) Budgeted Contribution to Reserves Total Cash Balance Bond Covenant Reserve Account Bond Covenant Reserve Cash Balance Transfer In/Out from … Operations and Maintenance Reserve Account O&M Reserve Cash Balance Transfer In/Out from Revenue Surplus/Deficiency Transfer In from Rate Stabilization Reserve Renewal/Replacement Reserve Account Renewal/Replacement Reserve Cash Balance Transfer In/Out from Revenue Surplus/Deficiency Rate Stabilization Reserve Account Rate Stabilization Reserve Balance Transfer In/Out from Revenue Surplus/Deficiency Transfer In/Out from Renewal/Replacement Reserve Total Cash Balance 2026 2027 2028 2029 (1,705,276)$ (1,554,625)$ (1,388,878)$ (807,882)$ 940,229$ 940,229$ 940,229$ 940,229$ 11,159,936$ 10,545,540$ 10,096,892$ 10,229,239$ 625,723$ 851,247$ 1,075,756$ 896,735$ 222,948$ 225,524$ 224,509$ (179,021)$ 2,741,866$ 2,842,700$ 2,947,067$ 3,055,590$ -$ -$ -$ -$ 96,976$ 100,835$ 104,366$ 108,523$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ -$ -$ -$ -$ 6,792,347$ 5,851,593$ 5,074,069$ 5,276,914$ (1,084,970)$ (940,754)$ (777,524)$ 202,845$ -$ -$ -$ -$ 11,159,936$ 10,545,540$ 10,096,892$ 10,229,239$ ok ok ok ok Page 2 of 2 Line No. Description 2018 2019 2020 2021 2022 2023 2024 System Revenues Sales Revenues $5,424,258 $5,451,224 $5,605,766 $5,955,814 $6,252,252 $6,565,694 $6,868,723 Miscellanous Revenues 2,659,060 1,450,000 450,000 450,000 450,000 450,000 450,000 Impact Fee Revenue for Debt Service 0 0 0 0 0 0 0 Interest Income $30,000 $30,000 $30,000 $30,000 $30,000 $30,000 $30,000 Total System Revenues 8,113,318 6,931,224 6,085,766 6,435,814 6,732,252 7,045,694 7,348,723 Total Operating Expenses $3,118,501 $4,144,116 $4,468,730 $4,629,014 $4,798,136 $4,973,104 $5,164,867 Net Revenues 4,994,818 2,787,108 1,617,036 1,806,800 1,934,116 2,072,589 2,183,857 Debt Service P&I 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ Total Bonds - Annual Principal & Interest 404,159$ 405,342$ 407,213$ 404,961$ 405,862$ 407,514$ 398,589$ Coverage Ratio - Calculated 1236% 688% 397% 446% 477% 509% 548% Coverage Ratio - Required 110% 110% 110% 110% 110% 110% 110% Coverage Met/Exceeded Y/N Y Y Y Y Y Y Town of Estes Park, CO Water System Revenue Adequacy Evaluation Table 19: Projected Debt Service Coverage Analysis Page 1 of 2 Line No. Description System Revenues Sales Revenues Miscellanous Revenues Impact Fee Revenue for Debt Service Interest Income Total System Revenues Total Operating Expenses Net Revenues Debt Service P&I Total Bonds - Annual Principal & Interest Coverage Ratio - Calculated Coverage Ratio - Required Coverage Met/Exceeded Y/N 2025 2026 2027 2028 2029 $7,186,753 $7,575,581 $7,946,089 $8,337,478 $8,749,612 479,999 479,999 480,000 480,000 479,999 0 0 0 0 0 $1 $1 $0 $0 $1 7,666,753 8,055,581 8,426,089 8,817,478 9,229,612 $5,363,250 $5,559,895 $5,764,365 $5,975,996 $6,196,058 2,303,503 2,495,687 2,661,724 2,841,481 3,033,554 402,775$ 1,896,098$ 1,897,439$ 1,897,764$ 1,494,559$ 402,775$ 1,896,098$ 1,897,439$ 1,897,764$ 1,494,559$ 572% 132% 140% 150% 203% 110% 110% 110% 110% 110% Y Y Y Y Y Page 2 of 2 The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Report To: Honorable Mayor Hall & Board of Trustees From: Town Administrator Machalek Department: Town Administrator’s Office Date: September 23, 2025 Subject: Acceptance of Town Administrator Policy Governance Monitoring Report. The packet material for this item is included earlier in the packet under the Town Administrator’s report. The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Paul Hornbeck, Senior Planner Department: Community Development Date: September 23, 2025 Subject: Resolution 89-25 approving Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Type: Public Hearing, Land Use, Resolution, Quasi-Judicial, Objective: Conduct a public hearing to consider an application for a proposed preliminary subdivision plat which would create twelve lots in the R (Residential) Zoning District, review the application for compliance with the Estes Park Development Code (Code), and approve, deny, or continue the item. Present Situation: The Coyote Run Subdivision was approved by Town Board in 2024 and created four lots. Lots 1-3 are approximately one acre in size and are served by a private drive accessed off Peak View Drive. Lot 4, which is 4.5 acres in size, is now proposed to be subdivided to create 12 lots. Lot 4 was rezoned by Town Board in June, 2025 from E-1 (Estate) to R (Residential). That rezoning application included a conceptual subdivision plat and a commitment from the applicants to deed restrict eight of the proposed lots as attainable to households earning no more than 80% of the area median income. The site is moderately sloped, with average grades of approximately 10%. The site is located outside all mapped hazard areas (flood, fire, and geologic - Maps & Zoning Portal). The site is located within an important wildlife habitat area per the 1996 Comprehensive Plan wildlife map. The Plan mapped the site within a high use area for deer. The site is just outside an area mapped as a high use area for elk. Proposal: The applicants request approval of a preliminary subdivision plat to create a 12-lot subdivision. Proposed lots range in size from approximately 9,000 square feet to 18,000 square feet and an open space tract of 30,000 square feet. Access is proposed to eleven of the lots from a new street which aligns with Twin Drive and terminates in a cul-de-sac. Access to the other lot would be via the existing private driveway to the west. Per Review Procedures and Standards of the Code, "Subdivisions are approved in two stages: first, a preliminary subdivision plat is approved, and second, a final subdivision plat is approved and recorded." Code section 3.2 requires the Planning Commission review the preliminary plat and make a recommendation to the Town Board, who is the final decision-making body. The final plat is reviewed by the Town Board only. Advantages: The application complies with the relevant standards and criteria set forth below and with other applicable provisions of the Code. In accordance with Code section 3.9.E. “Standards for Review”, all subdivision applications shall demonstrate compliance with the standards and criteria set forth in Chapter 10, "Subdivision Standards," and all other applicable provisions of the Code. 1.Lots. All lots meet applicable minimum standards for the R Zoning District. Lot sizes range in size from 9,202 to 18,106 square feet. The minimum lot size in the R zoning district generally 0.25 acres, or 10,890 square feet. However, with the provision of a minimum of 15% of the gross land area as private open areas, an adjusted minimum lot size of 0.21 acres, or 9,148 square feet applies. Therefore, all proposed lots meet the minimum lot size. 2.Density. Proposed net density equates to approximately three units per acre, in compliance with the maximum four units per acre. 3.Relationship to Comprehensive Plan. The proposed subdivision is consistent with the recommendations of the Estes Forward Comprehensive Plan, which designates suburban estate as the future land use for the property. This category "is intended for low to medium density single family residential development.” The Built Form of this category “typically consists of medium-sized single-family homes on lots that are at least a quarter-acre in size… new homes should be appropriately scaled for compatibility with existing neighborhood character.” 4. Geologic and Wildfire Hazard Areas. There are no mapped geologic or wildfire hazard areas identified within this subdivision area. 5. Off-Site Utilities and Services. The Water Division, Power and Communications, Estes Valley Fire Protection District, and Upper Thompson Sanitation District have reviewed and expressed no objections to the proposed subdivision. The Applicant submitted a preliminary drainage report and grading, drainage, and erosion control plans. Public Works has provided direction on updates required as part of the construction plans and final drainage report to be reviewed with the final plat application. 6. Orientation of Land Uses. The proposed subdivision will be for single-family residential use, consistent with surrounding uses. 7. Improvements. The code requires all public improvements to either be installed or financially guaranteed. An Improvement Agreement and the associated improvements will be secured by letter of credit or cash deposit as part of the final plat. 8. Compliance with Zoning Development Standards. The Code requires the layout of lots, driveways, utilities, drainage facilities be designed in a manner that: a. Minimizes the land disturbance. Some land disturbance is necessary for construction of the proposed road and detention pond, but grading appears minimized to the greatest extent possible. b. Maximizes the amount of open space in the development. In accordance with Code requirements, 15% of the gross land area is to be set aside for common open space. Additional private open space will exist on individual lots. c. Preserves existing trees/vegetation and wildlife habitat. Existing significant trees are shown on the preliminary plat. Construction plans with the final plat will need to indicate any significant trees planned for removal and establish limits of disturbance. Replacement trees may be required in accordance with the Code. 9. Limits of Disturbance. The Code requires that limits of disturbance (LOD) be established with the subdivision of land. The proposed limits of disturbance shall be established on construction plans submitted with the final plat. 10. Streets. A traffic study completed with the rezoning application by the applicants’ traffic engineer found traffic generated by the subdivision does not warrant improvements to Peak View Drive such as turn lanes. Public Works reviewed the traffic study with no adverse findings. Street design is consistent with the “Street Design and Construction Standards” found in Appendix D of the Code. Public Works has received a waiver request for the required curb and gutter installation along the property frontage on Peak View Drive. Public Works has reviewed the request, and the request has been denied. The long term vision for Peak View Drive will consist of concrete curb and gutter and a multi-use path. Curb and gutter are shown accordingly on the preliminary plat. 11. Sidewalks, Pedestrian Connections and Trails. Proposed sidewalk and pedestrian connections are in compliance with Code requirements. A sidewalk will be constructed along the internal new street, along with a connection from the cul-de-sac to the open space. The first filing of Coyote Run Subdivision required construction of a 10’ wide concrete multiuse path along Peak View Drive for the length the development. The applicant has two years from approval of that filing to complete the path, which will also serve the 2nd filing. 12. Wildlife Habitat Protection. As an area identified as important wildlife habitat (high use area for deer), the Code prohibits non-native plant species. The landscape plan required with the construction plans in the final plat application will be necessary to confirm compliance. The Code also places limits on fencing to allow animal passage. No fencing is proposed with the subdivision; however, a note will be included on the plat to alert future land owners of this restriction. 13. Private Open Area. The Code requires residential subdivisions containing five or more lots in the R Zone District to set aside 15% of the gross land area for open areas. The proposed open space outlot meets this requirement and includes a detention pond, trail, and benches. Code section 7.4.C.2 indicates detention ponds may count towards the private open area set-aside requirement when they are “accessible and usable as community amenities by the public or the residents of the development (e.g., picnic areas, passive recreation areas, playgrounds, ponds for fishing and/or boating, etc.). See Figure 7-6.” The planned provision of benches and wetland plantings may qualify as a passive recreation area. Inclusion of a landscape plan with the construction plans in the final plat application will be necessary to confirm compliance. Code Figure 7-6 Lastly, the application is consistent with the rezoning application. The rezoning was approved conditioned upon the subdivision plat being in general conformance with the access, open space, and lot size and layout depicted on the conceptual plat provided at that time, a condition that is met. The rezoning was also conditioned upon a requirement to execute a deed restriction no later than September 25, 2025 to restrict eight of the lots as affordable to households earning no more than 80% of the area median income. As of this writing, a master deed restriction is being developed for the subject property for recording by that deadline. However, since the eight lots will not formally exist until recording of the final plat, that deed restriction will need to be amended concurrently with recording of the final plat, to specify its applicability only to the subject eight lots. Disadvantages: None identified. Action Recommended: At their September 16, 2025 meeting, Planning Commission forwarded to Town Board a recommendation to approve the preliminary plat, subject to the following conditions of approval: 1. All outstanding staff and referral agency comments shall be addressed, including: a. The final plat shall include a landscape plan to demonstrate conformance with Development Code Section 7.4.C.2 regarding the detention pond. 2. Lots 1-2 and 7-12 shall be subject to an amended deed restriction recorded with the final subdivision plat. Finance/Resource Impact: Future ongoing expenditures for street maintenance, police service, and other municipal services will be minor compared existing town-wide expenditures on these items. Level of Public Interest: As of this writing no public comments have been received on this application; however, the previous rezoning of the property generated a high level of public interest. In accordance with the notice requirements in the Code, notice of this hearing was published in the Estes Park Trail-Gazette, on August 29, 2025. Notice was mailed to all required adjacent property owners on August 28, 2025. A sign was posted on the property by the applicant. Sample Motion: I move for the approval/denial of Resolution 89-25. Attachments: 1. Resolution 2. Statement of Intent 3. Preliminary Subdivision Plat RESOLUTION 89-25 A RESOLUTION APPROVING THE COYOTE RUN SUBDIVISION 2nd FILING PRELMINARY PLAT WHEREAS, an application for the Coyote Run Subdivision 2nd Filing Preliminary Plat was filed by CMS Planning & Development, Inc. (Owner/Applicant), and Habitat for Humanity of the St Vrain Valley (Applicant); and WHEREAS, the Coyote Run Subdivision 2nd Filing Preliminary Plat proposes subdivision of a 4.47 acre property to create twelve (12) lots in R (Residential) Zoning District; and WHEREAS, a public meeting was held before the Estes Park Panning Commission on September 16, 2025, at the conclusion of which the Planning Commission voted to recommend approval of the preliminary subdivision plat with the following findings and conditions: Findings: 1.The Planning Commission is the recommending body for the preliminary plat. 2.The Town of Estes Park Board of Trustees is the decision-making body for the preliminary plat. Town Board approval of a final plat is also necessary to subdivide the property. 3.Adequate public/private facilities are currently available or will be made available by the applicant to serve the subject property. 4.This request has been submitted to all applicable reviewing agency staff for consideration and comment with no objections received. 5. The preliminary plat application complies with applicable standards set forth in the Estes Park Development Code. 6. The preliminary plat application is consistent with the conceptual plat included with the rezoning application. Conditions of Approval: 1.All outstanding staff and referral agency comments shall be addressed, including: a.The final plat shall include a landscape plan to demonstrate conformance with Development Code Section 7.4.C.2 regarding the detention pond. 2.Lots 1-2 and 7-12 shall be subject to an amended deed restriction recorded with the final subdivision plat. WHEREAS, a public hearing, preceded by proper public notice, was held by the Board of Trustees on September 23, 2025 and at said hearing all those who desired to be heard were heard and their testimony recorded; and WHEREAS, the Board of Trustees finds the applicant has complied with the applicable requirements of the Estes Park Development Code. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: Attachment 1 The Coyote Run Subdivision 2nd Filing Preliminary Plat is hereby approved, subject to the following conditions: 1.All outstanding staff and referral agency comments shall be addressed, including: a.The final plat shall include a landscape plan to demonstrate conformance with Development Code Section 7.4.C.2 regarding the detention pond. 2.Lots 1-2 and 7-12 shall be subject to an amended deed restriction recorded with the final subdivision plat. DATED this day of , 2025. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney RESUBMITTAL -RESPONSE LETTER Preliminary Plat Phase 2 of Coyote Ridge Subdivision in Estes Park, Colorado CMS Planning & Development, Inc. -Applicant Habitat For Humanity of the St. Vrain Valley -Applicant 9/5/25 The following responses are to the staff comments dated 9/2/25 regarding the Preliminary Plat submittal for the Coyote Ridge Subdivision Phase 2. These responses, along with the attached revised plans, comprise our resubmittal requested by the Town. All Planning Division comments have been addressed, including: 1.The Open Space Outlet is clearly labelled as having an access easement for the trail across the entire Outlet. 2.Trees shown are 8" diameter or larger, as indicated in the legend. 3.A 1" = 20' plan of Lot 12 is attached, showing the location of a 1,200 sf+ house on the lot. The Habitat homes being built at the Raven Avenue Subdivision would also fit on this lot. All Public Works comments have been addressed, including: -A curb & gutter has been shown on Peak View Drive where the Trail is located off the road. However, we have submitted a request for a waiver of this requirement with this resubmittal.-Again, the Open Space Outlet is clearly labelled as having an access easement for the trail across the entire Outlot. Public Works staff agreed to show the final drainage design on the construction plans with the Final Plat. CMS PLANNING & DEVELOPMENT P.O. BOX416 ESTES PARK. COLORADO 80517 (970)231-6200 Attachment 2 WAIVER REQUEST Preliminary Plat Phase 2 of Coyote Ridge Subdivision in Estes Park, Colorado CMS Planning & Development, Inc. -Applicant Habitat For Humanity of the St. Vrain Valley -Applicant 9/5/25 The Applicants hereby request a waiver of the requirement for curb & gutter to be installed along the entire frontage of Peak View Drive, even where the Trail is located off the road. Public Works staff agreed to complete the design of the site stormwater drainage system after the submittal of the Preliminary Plat, and to show the final drainage design on the construction plans submitted with the Final Plat. Our engineers believe that the existing open ditch drainage system works better than curb & gutter in the areas where the trail is not adjacent to the road. CMS PLANNING & DEVELOPMENT P.O. BOX416 ESTES PARK, COLORADO 80517 (970)231-6200 PRELIMINARY PLAT OF COYOTE RUN SUBDIVISION 2ND FILING OF LOT 4, COYOTE RUN SUBDIVISION LOCATED IN THE SOUTHWEST 1/4 OF THE SOUTHWEST 1/4 SECTION 31, TOWNSHIP 5 NORTH, RANGE 72 WEST OF THE 6TH P.M., COUNTY OF LARIMER, STATE OF COLORADO I \ : \ ! LKOOTRAL3, HBELloGcHTSK 2SUBDIVISION �g';,,.f �f1i��'suaD1v1s10 N 50• DEVON DRIVE ( ASPHALT) \ BASIS OF BEARINGS �';,,.� ��g��s'suaDIVISI ONl \ NOTE: 1' STRIP OF LAND ALONG '\�:��/5�c!;3' ___ -------------,��if� -----------------------=�--=----,��:P�,-��--.-_-.-.,-_._..,-.,-�SB�9�-.;�o�•-o���=Et�s����B�1;", .--..-_-.-.,-,__._.-.--..���-----------_-•---..----_...-_.-_!�S-;B-9"�2���;0�0Y"t;�-1�2�1-��-�3 -,�----..----._-.,----=--..-_-_.-.,-..----;r"'-•-..-_-.-_.-__ �_S�-Bj_i:.�2 -zyQ;�O�O"�i�-B�3�.8:·;�.------..----_...-,_-;;;;�(�,:;��•�:�:::g�g-�?�-�;:�S�-i��-;�:�j�,;�O;"-Et·;�"f1.�97r-•-•-_._-.-•• ;,;;-;;;· -,�1�5�' �lJTI�LI:lY'.""�s:89"�2;:0;;'0;;;0;:"�E";-;;:;�";_6�1-�'-�:--.----=----:KO-RAL l--� -H- -E•:G ___ HTS=--•-S•U •�-�I-Vl�S-S::9";::�-2:::0�'0::'.-;�.;'E-�;�;�3.���-:')i-_..._-.-..-.-.-.-=--��:�:_N_:�-i)#4 ---------------�--------------1 r-----------___________________ ________oo�= / TO HWY 7 10' lJTILl lY / / -------------__ T _________ -------------/ EASEMENT -----------/ / / FOUND #4 7 / /REBAR , LOT 8 / I / LOT 7 9,2 98 SF LOT 9 //25' UTILllY / / 9,403 SF LOT 10 /!'OUND #6 VACATE ����NTOOEMEITT / � 9 •21 0 SF 9 202 SF LOT 11 / / �=/�;'1,�0PER THIS PLAT ,' " ' 9,2 43 SF LOT 12 // LOT 3 }' COYOTE RUN SUB. / / "' 1.06 ACRES 46 350 SOFT / / G 1 2 ,558 SF/// _.,,-­ ,/, /,, ./,, ./ , -,..... --,..... : SCALE: 1" 30 30' 60 I I I I / / LOT 6 / /25' TRAI L, DRAINAGE & UTILITY EASEMENT /" I I I I I I I I --I I 18,0 71 SF l!.=25"34'06" L=11.16' R-25.00' C=N77"33'31 'W 11.06' S89"39'26'W 49.16' ------I I ------/ /FORJIER LOT,( •-20-01·12· ;0:-----------------------I I 10' lJTILilY .6 ,._ ./ � COYOTE RUN �:��:�·. A=15"37'70"1_ __________ ----�g• NB9"39'31''E c-582.32· ,e,:.... - ...._S89"39'26"W 63.50' 1 O' UTILITY OOEMENT 26.01' •10"< . / <���� / ·Be· /. . /......__/ 'y...__ -4"6, ........- - _ -----------/ OOEME� fl��� i/! SUBDIVISION C=N51"45'52'W ----------,----"' I ---; ",/ 'I/ tl 4.47 ACRES 11.26' TWIN CT / ---7 I ------;-___ __}_________________:1,-"-"" 194,704 SQ. FT. •=49"48'27" // I / ; I L=21.7 3' / / "J R=25.00' / .,,, I S8B'22'2o'W 17 3.20', c -s64'45'1 3'W / LOT 2 COYOTE RUN SUB. 1.02 ACRES 44561 SQFT I I ;; L ,,, " 21-00• �-���fir;--,Niiiais-:j399''2266'"�E"'7n5�.7n57· ---1'""•N<E8i99";3'99';2S9";:E:44:3i.'.55!9t'-4t---�=�1_'5;:JJ-,., /// /-- 45' ACCESS &/g f -------------[ 10' UTILllY ,;l,���'i!,. !___ _________ 7 ,----------!"';'!-<•• I I lJTILilY OOEMENT / OOEMENT _·9:,.�-10· UTI LITY ,,. - ' , C=s,s7i,5!"-_/ e,.,9• I I I _ - � . oorn= / I / 11 38_84 .s�,. .....__ '!,.,,0 '.<e/ f / ,' .;J9 / / 10' lJTILilY / ' , 1 __ ,-:_ s'"'-----.:-�r ,., 1 ruEMENT � 1 // ' 25' lJTILilY / / / s1'·• ./•-so· ' / / / / 10' lJTILllY/ , ./ L=7S.99 -/'---/ oorn= I I I 1 1/ ,., -----, __ -Jl,.�.00'- -1 1 1 ooEMENT / / / • .,_ 1�-_.,, / f C=S85"06'34"'1</ / / / ,' / LOT 5 1 ... 'f},-<j'P//,.,,.,,., LOT 3 7tQ:;'1 // j 1 // I I / 18 ,10 6 SF ,.,,.,,.1 _.,, ,.,,.,1 4,308 SF / Ji / // / I / ,.,,., ,.,,., I t; I / / �5• ACCESS / 10' / _,,/ I / � / // I & lJTILl lY � , .. 1 1 ""' 1 LO T 1 / / OOEMENT / 45' ACCESS & ,,.. 1 O' PEDESTR IAN I - , UTILITY OOEMENT ,., ,., / /I I ACCESS EAS�ENT LOT 2 1 1 / I -_,___ ,., · I!? I I 9,8 76 SF/ I -,,,,.,,.,,.,_ ,1�'-1/\ ,,,,,-7 !; I 9,3 75 SF / / // I 1 ,., ,., .,s'�fY ,., \.::10'/I 5' I I / I I s,,-13•s••r,,-� ,.,,., I I I I / I I � s·� -139 •o.-,,-/ I / L , I I "« ,., . ,., I --� -c::i . /,.,,., ,///.___ I I I -// / / ,-I NB9"20'50"E 1 38.91'N89"20'50"E 82.1 3' .____ I I r.. ,., '\'2 9 , ,., -I _.,, _,., -•o·.___ .___ I I ,..., -./ , \ ..._ -., I ;: / , ,., ,,-,., '('>.,_ \-, .• ...__I J:;:i _,,-, ,., �:0;._\ .___ .___ .___ ..._. _ ..._I fl:; I _.,, ,., "'· o,i-\CENTERLINE 20' UTILITY E.ASEMENT N89"20'50"E 59.35' OPEN SPACE OUT LOT PUBLIC TRAIL, DRAINAGE AND UTILllY EASEMENT ON ENTIRE OUTLOT 30,040 SF 25' TRAIL. DRAINAGE & lJTILllY EASEMENT LOT 9 --- , LOT , ----/---'._____/.,r � ,.,L,.,O,.,T,., 4CO'fOTE RUN SUB./ -...__ , PEAK VIEW SUBDIVISION ---- I 1.07 ACRES I • ...__46474 SOFT ,__ / 18,080 SF f / 45' ACCESS & / / UTILilY OOEMENT I I I I -. ,.-, I � 25' UTILilY / ·" �1 OOEMENT ,�if 8 �-/I ¥]oidl"" / / �..':!,!!_£ / 25' SLOPE & UTI LilYI • • • ff"---_;__ OOEMENT I I .8 G; 8 I" -VACATE ACCESS OOEMENT I I i" Iii Iii .2 / PER THIS PLAT �j;,P i : I •1 / I I I f.i� I I"'" I ,._ " .. "' J.--- -7 in � � � F--, .. , I �i � I J ______________pEAK LOT 10A PEAK VIEW SUBDIVISION AMENDED -------- ------ LOT 14 --- 25' TR-'JL, DRAINAGE & UTILITY EASEMENT ---7 PEAK VIEW SUBDIVISION AMENDED ----------------� ------,;; --------r-----'", ---,!!t f3, pEl-,K _______ : LOT 108 ,, ---f �01 ,o ----/ PEAK VI EW ' _ ---i:-�OED p \Ji,i O ________ SUBDIVISION AMENDED ',, -----n,\t. JllA� ------: "-, ------�'/ OEOI0-1 EO WI��---------/ . ---,o· R\GKT-0r-1H -------LOT 10C : 1-------PEAK VIEW I : _________ SUBDIVISION AMENDED i-------,---: I I I : I I PRE PARED RY· VAN HORN ENGI NEERI NG & SURVEYING, 1 043 FISH CREEK RD. ESTES PARK, CO 80517 (970)586-9 388 Qll'l!EB;_ CMS PLANNING AND DEVELOPMENT, INC. P.O. BOX 416 ESTES PARK, CO 80517-0416 INC. VICINITY MAPt" = 500' PROJECT LOCATION I N I / / / / // ,/ ,,/ ,/ ,,/' . , / .. !.___ __ _ ��-�� -- / ,/ /, LEGEND , / ,/' / // LOT 1 ,' t.tOUNTAIN VIEW ./SUBDIVI SI ON • 0 0 00.00 (00.00) PRELIMINARY PLAT NOTES: PROPERlY LINE NEIGHBOR PROPERlY LINE EDGE OF EASEMENT FOUND OR SET PLASTIC CAP LS #26974 ON A #4 REBAR FOUND MONUMENTATI ON ALIQUOT MONUMENTATION t.tEASURED OR CALCULATED DIMENSIONS PLATTED DIMENSIONS 1.THIS PRELIMINARY SUBDIVISION PLAT IS REPRESENTATIONAL ONLY AND IS NOT TO BE CONSTRUED ASA LAND SURVEY PLAT NOR AN IMPROVEMENT SURVEY PLAT.2.THIS LOT IS ZONED R (RESIDENTIAL). MINIMUM ADJUSTED LOT SIZE IS 0.21 ACRES IN ACCORDANCEWITH EPDC TABLE 4-3. THE PRESCRIBED BUILDING SETBACKS FOR THIS ZONING ARE 15' ALONG PEAK VIEW DR., 10' ALONG THE SI DE AND 15 ALONG THE REAR LINES. 3.ALL REQUIRED IMPROVEMENTS SHALL BE COMPLETED OR GUARANTEED IN ACCORDANCE WITH EPDCSECTION 7.12 AND 10.5.K. 4.THE ENTIRE PROPERTY IS AT 20% OR LESS SLOPE. NO DELINEATIONS HAVE BEEN SHOWN /IS ARESULT. 5.UTILmES ARE SCHEMATIC. THE ACTUAL LOCATIONS WILL BE FIELD FrT AT THE TIME OF INSTALLATION •6.LIMITS OF DI STURBANCE SHALL BE DESIGNATED IN THE FlELD PRIOR TO COMMENCEMENT OFEXCAVATION, GRADING, OR CONSTRUCTION WITH CONSTRUCTION BARRIER FENCING OR SOME OTHERMETHOD APPROVED BY STAFF.7.ALL EXTERIOR LIGHTING SHALL BE SHIELDED AND DOWNCAST WITH WMINAIRES MOUNTED NO HIGHERTHAN 15', AS PER ESTES PARK DEVELOPMENT CODE. 8.ALL BUILDINGS WILL HAVE A PLACARD WITH THE UNIT NUMBER DESIGNATION ON THE FRONT OF THEBUILDING FACING THE DRIVEWAY OR CENTRAL AREA, AS APPLICABLE. 9.ALL SINGLE UNIT SERVICE LINES SHALL BE 1¼" COPPER FOR WATER, 4" PVC FOR SEWER, ¾" PEDFOR GAS, 2½" CONDUIT FOR ELECTRIC, 2" CONDUIT FOR TELEPHONE, 1" CONDUIT FOR CABLE AND 1" CONDUIT FOR TOWN FlBEROPTI CS. NOTE THAT ALL ELECTRI C M-'JN LI NES WILL HAVE A 4" CONDUIT FOR PHASE THROUGHOUT THE DEVELOPMENT. TELEPHONE MAIN WILL HAVE 4", CABLE MAIN WILL HAVE 2" AND TOWN FIBEROPTIC WILL HAVE 4" CONDUIT THROUGHOUT /IS WUL FROM PEDESTAL TO PEDESTAL 1 0. STRIPING AND SIGNAGE WILL BE DONE IN ACCORDANCE WITH THE M.U.T.C.D. CODE. 11.ALL POSTAL ADDRESSES WILL BE DELIVERED TO A NEW CLUSTER BOX LOCATED WITHIN THECUL-DE-SAC AS SHOWN.12.MAINTENANCE OF ON-SITE DRAINAGE FACILmES IS THE RESPONSIBILllY OF THE HOMEOWNERSASSOCIATION.13.CONTOURS SHOWN HEREON ARE AT 1' AND 5' INTERVALS. ALL ELEVATIONS HEREON ARE RELATIVE TOTHE S 1/16 CORNER ALI QUOT MONUMENT SHOWN AT THE NORTHWEST CORNER OF THE COYOTE RIDGESUBDIVISION, ASSUMED TO HAVE AN ELEVATION OF 7916.66'.14.ALL LOTS ARE IDENTIFIED AS BEING WITHIN AN IMPORTANT WILDLIFE HABITAT AND SUBJECT TO THEFOLLOWING RESlRICTlONS PER THE EPDC. "NO FENCING SHALL EXCEED FORTY (40) INCHES IN HEIGHT EXCEPT TO THE EXTENT THAT SUCH FENCING IS APPROVED BY THE TOWN TO CONFINE PERMITTED DOMESTIC ANIMALS OR TO PROTECT PERMITTED ORNAMENTAL LANDSCAPING OR GARDENS. FENCES HIGHER THAT FORlY (40} INCHES MAY BE ALLOWED IF ADEQUATE OPENINGS ARE PROVIDED FOR THE PASSAGE OF WILDLIFE. THESE OPENINGS SHALL BE AT LEAST SIX (6) FEET WIDE AND SPACED A MAXIMUM OF FlFlY FEET APART ALONG CONTINUOUS FENCE L INES EXCEEDING THIS LENGTH." SURVEYOR'S NOTES: 1.THE PLAT OF COYOTE RUN SUBDMSION, ASCENT TITLE COMMITMENT #22-001493,WARRANlY DEED AT RECEPTION NO. 20220061905, THE PLAT OF KORAL HEIGHTS, THEAMENOED PLAT OF LOT 10 AND 13, AMENOED PLAT OF PEAK VIEW SUBDIVISION, THE 1965 VHE PLAT OF HANCEL MCCORD TRACT, AND THE LARI MER COUNlY LEGAL DESCRIPTION WERETHE ONLY SOURCES USED FOR BOUNDARY AND EASEt.tENT RESEARCH FOR THIS, COYOTERUN SUBDIVISION TO THE TOWN OF ESTES PARK.2.THE BASIS OF BEARINGS FOR THI S SUBDIVISION PLAT IS BASED ON THE NORTH LINEOF THE SUBJECT PARCEL BEARING S89"201 00"E AS SHOWN ON THE DANNELS ADDITION TOTHE TOWN OF ESTES PARK, COLORADO. ALL BEARINGS SHOWN HEREON RELATIVE THERETO.3.ACCORDING TO COLORADO LAW, YOU MUST COMMENCE ANY LEGAL ACTION BASED UPONANY DEFECT IN THIS SURVEY WITHIN THREE YEARS OF THE DATE YOU FIRST DISCOVER SUCH DEFECT. I N NO EVIENT MAY ANY ACTION BASED UPON ANY DEFECT I N THI S SURVEY BE COMMENCED MORE THAN TEN YEARS FROM THE CERTI FICATI ON DATE SHOWN HEREON. 4.THE LINEAR UNIT FOR THIS SURVEY IS THE U.S. SURVEY FOOT.5.THIS SUBDIVISION WILL BE SERVED BY A PUBLIC (UPPER THOMPSON SANITATIONDISTRICT) SEWAGE SYSTEM. U) z L,J 0 "' "' 0 [;j (..) a. "' 0 w "' � I 0 0 I 0 C) "'z 0ul';j r---0 �z >:fl°' 0::: co t:j �o� 90 (/)oz <(W 0:: z coo:: _JQ zo:i: �Uz • :,!;"'@ c,"'o // <( LL z "-� i _en ?. et:�� La.I(/)<( w"'� ..... w z .• � -o C) 0:: :g 1/� z"' I') La.I t:j 'l'� 0:: (0 � UCO Z:r:"'0::: en� -0 �� O "-�•� %��ow �z % 0 s; � I � � a. rn • z ...:I 0 ...... ...... r:c.trn z Q r:i::I z C\} � � 0 E-i zu :::, 0 ..0 ...... � j rn �§�I r:Il rnj ::> r:c:i rn E-i z rn P-t ::> r:c:i � � r:c:iE-i�0 >4 r:i::I tiO �au w P-t I "' U) a. DRAWN BY: JWC CHECKED BY: SCALE 1"=30' DATE:B 14 2025 SHEET 1 OF 3 PROJ. NO. 1965-05-24 Attachment 3 PUBLIC COMMENT RECEIVED ON 9/22/2025  Board of Trustees Public Comment Name: Ronald Houlette Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: This area is zoned for larger homes. Wrong rezoning. File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/22/2025  Board of Trustees Public Comment Name: Tom Kaszynski Stance on Item: Against Agenda Item Title: Public Comment: I am against any of rezoning in regards to this project. I attended the first meeting and the planning commission laid out all of the advantages of having this approved yet they had zero disadvantaged listed such as surrounding neighbors not being in favor etc. Seems like all we hear is that we need more housing for employees of all kinds. So....what has happened over all of the decades where new business come in and yet they have no plans or can't pay enough to be able to live here? Why doesn't the town require that the business have some kind of housing plan before any business is even approved? Seems like this has been going on for a long time. Maybe check into other mountain towns such as Crested Butte or others that might have some idea as to how to address the housing situation BEFORE anything gets approved Finally,.....Why does the planning commission do all of the representing in the case of rezoning such as this? Shouldn't the applicant be responsible? File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/22/2025  Board of Trustees Public Comment Name: Margaret C Greene Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: Read the Lorax by Dr Seuss That sums up all of my objections File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/21/2025  Board of Trustees Public Comment Name: Vicki Catherine Papineau Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: Honor my zoning agreement when I purchased my property!!! File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Stephanie Pawson Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: Please see attached letter, thank you. File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. September 23.pdf 135.9KB 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. September 23, 2025 Dear Mayor Hall & Trustees, I oppose the Coyote plat as I opposed the rezone to max density from E1 to R in suburban estate surrounded by E1 on all sides. The CURRENT code refers to this new rezone as high density conflicting with the comprehensive plan that calls for low to medium in suburban estate but it ’s now < ¼ acre lots and m that is r/t the open space (which a detention pond will consume) but shouldn’t we caution this since the landowner went max density and it ’s already out of character and concerns noted? Setbacks are also now out of character with surrounding neighborhood. What is the real community benefit of the detention pond? Per code there needs to be a community benefit, we once had a view of an elk herd that were just pushed onto peak view and that is the view so many concerned citizens came before you to express concern about. Tripadvisor reviews for EP alone estimate 30% contain the words “elk” or “wildlife” so the concerned citizens are not alone. Please address Management of the Detention Pond + ensure strict HOA compliance? 5 + acres of concrete are now behind us off of a slope with no sewer systems going into a smaller drain, yes, I do care because our properties weren’t built with French drains and that ’s a costly value many of us may need to explore or grade. Please ensure the fencing limitations are enforced and should be set to a higher standard for our wildlife this is a high area as noted by CD and it is both Deer + Elk- can the HOA enforce this along with Detention Pond strict compliance? Why isn’t there a through street, Cul de sacs are discouraged per the comp plan? Sadly, I am not attending any more meetings on this again but thank you to my neighbors who are still there this evening. I don’t think the town will ever see public input going forward as they did. Citizens were not heard, I say that because it took 8 minutes of discussion to reach a decision and in that discussion those citizens who wrote and spoke of legitimate concerns were asked the following: 1- Asked by members of both the PC and the TB if they attended comp plan meetings, NO I did not because I didn’t live here at the time but regardless, I still have every right to attend and speak for 3 minutes regarding this and shouldn’t feel my attendance or not at meetings in any way hinders that 3-minute right. 2- Second, it was stated this was about our views and property values was what was heard, I didn’t hear that at all but yes, I am concerned as are my neighbors about potential financial modifications we now may have to make, we will have water issues. Probably 90% if not more of the residents who spoke, wrote and signed the petition are in NO way impacted by views from their properties and one neighbor said this to me, “I wasn’t impacted by views it ’s the wildlife I will miss roaming down to our lots, I felt I wasn’t even heard”. Thank You for your time and I hope you address these concerns along with the concerns of many of our neighbors. Respectfully, Stephanie Pawson Meeker Drive – Full Time Resident PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Vicki Papineau Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: Honor our zoning agreements. Stop high density. File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Christy & Jerry Jacobs Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: We Oppose Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat Christy & Jerry Jacobs File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. Public Comment Resolution 89-25 2nd Filing.pdf 160.52KB 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. Public Comment – Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat Many of us who own property adjacent to, or downstream from, both Phase 1 and this current Phase 2 of the Coyote Run subdivision — as well as within the larger watershed area above these developments — are deeply concerned about the adverse impacts from stormwater runoff. My comments will focus on the ditch that runs along the SW side of Twin Drive. The combined runoff from the subdivisions and the upland areas will put additional strain on this ditch and the overall drainage system, raising the risks of erosion, flooding, and damage to nearby properties. During the Planning Commission meeting held Sept. 16, 2025: Ms. Waters stated that the stormwater runoff from the 1st filing to the West (the original Coyote Run Subdivision without knowledge of the current filing #2,) that the runoff from the 1st filing to the West, the three 1-acre lots will flow down into the ditch at Peak View then flows east to an 18” corrugated metal pip (CMP), which passes under Peak View Drive. The outflow then continues into the ditch along the southwest side of Twin Drive . Ms. Waters also stated that the runoff from the 1st filing does not drain to the detention pond and confirmed that it drains to Peak View and enters the open ditch. Commissioner Arterburn asked Ms. Waters, so that’s away from Twin Drive area? Everything up to the east there… will drain south into the detention pond? Ms. Waters replied YES. I believe Ms. Waters did not fully explain herself. The runoff from the first filing to the west flows down Peak View and then flows East as was stated above. Ms. Waters also stated at this meeting, that the Capacity of that 18-inch CMP pipe WAS adequate to handle the increased flow from the Phase 1 subdivision development (1st filing – Phase 1). So that exists independently. Also learned that Lots 11 & 12 of Coyote Phase 2 - some area of these 2 lots will NOT reach to the detention pond, but runoA will drain to Peak View ditch and flow West along P.V. to 18” pipe that carries water under Peak View to the ditch that runs along SW side of Twin. While the18” pipe may have been judged adequate during the first filing, that analysis treated the filings as separate. In reality, water runoA does not treat them independently — all flows combine, increasing the pressure on Twin Drive’s ditch system. Even Ms. Waters confirmed that the first filing to the west does not drain to the detention pond, but drains to Peak View and then under Peak View to Twin Dr. Isn’t it true that open ditches, like the one along Twin Drive, have finite capacity just like pipes? Once exceeded, excess flows can cause erosion, bank instability, and downstream flooding. These risks will only grow as more runoA from the Watershed of Phase 1, Phase 2, and the upland areas (including Prospect Mtn.) converge on the same system. So, when considering Capacity, it’s not just about the 18-inch pipe under Peak View Drive, the open ditches feeding into it also have their own limits that need to be accounted for. The “Statement of Intent” dated July 7, 2025 for this current (2nd filing) for this Preliminary Plat of 4.47 acres states under Storm Drainage: “The entire property will drain to a new detention basin in the 2/3-acre open space lot. Per the Towns website under Community Development – Current Applications -Subdivisions/Plats…. My understanding:  Lots 11 & 12 you are now telling the public that some areas of these (2) lots won’t make it to the detention pond. Instead, the runoA will drain into the Peak View ditch and flow West until it reaches the same 18-inch metal pipe that carries water under Peak View Drive into the ditch that runs along the SW side of Twin Drive – correct?  Lots 1-5 will drain to the detention Pond – correct?  Lot 4 will add a driveway onto private drive “Longs Dr”, which is already shared with Phase 1 three 1-acre properties. This increases impervious surface and runoA to the same 18-inch pipe.  Lots 6-10 The water runoA is designed to flow to the Cul-da-sac which is captured by curb and gutter and the gutter would run underneath them into the detention basin/pond.  Retention Pond Outflow: The pond will release water into the Peak View ditch, flowing east to the same 18-inch pipe. With curb and gutter along Peak View Drive, and I believe this outflow also will be directed toward Twin Drive - correct?  What portion of the full watershed, including upland areas, will actually be retained in the basin?  Drainage Plan Updates: Planner Hornbeck noted on Sept. 16th that Public Works required updates to the drainage plan before final plat review. What are those updates and how do they address downstream impacts? What assurances can the Town provide to the owners of adjacent and downstream properties in the impacted drainage area? How will the Town guarantee that they are protected from unmitigated stormwater flows, inadequate drainage capacity, or failures of the proposed system that could lead to property damage, erosion, or flooding? We oppose this ordinance. Thank you! Christy & Jerry Jacobs – 1655 Twin Dr – Estes Park PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: James Poppitz Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: I am vehemently opposed to the proposed 685 Peak View Drive Subdivision Preliminary Plat. I am also writing to express my deep concern and my distrust of the any future re-zoning and/or PUD issues, applications. Over 1,800 signatures, and counting, have been collected that oppose any re-zoning of 685 Peak View Drive. Have any of the Board of Trustees received over 1,800 votes to elect them? The answer is no. Why did the Trustees approve a re-zoning when over 1,800 people do not want this? Is it because approving 8 supposedly "attainable" houses are going to address housing needs for more "affordable" housing? How does ignoring the people, and approving an overly dense, ill-planned subdivision, against the wills of SO many opposed, make any real effect besides angering SO many, and losing trust in the existing Board. Are those 8 supposedly "attainable" houses worth that? The people are saying that they do not want over development in Estes Park. Please listen to them. File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Jerry Jacobs Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: I Oppose File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. Oppose Resolution Coyote Run Phase2.pdf 71.72KB 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. I Oppose Resolution 89-25 - A RESOLUTION APPROVING THE COYOTE RUN SUBDIVISION 2nd FILING PRELMINARY PLAT. In your Packet for today, September 23, 2025, is Resolution 89-25 - A RESOLUTION APPROVING THE COYOTE RUN SUBDIVISION 2nd FILING PRELMINARY PLAT. My concerns I have are below regarding the Document “ATTACHMENT 2 and the Diagram following it: CONCERNS: ATTACHMENT 2 - Resubmittal -Response Letter dated 9/5/2025 3. A 1" = 20' plan of Lot 12 is attached, showing the location of a 1,200 sf+ house on the lot. The Habitat homes being built at the Raven Avenue Subdivision would also fit on this lot. Diagram: Shows to scale a house diagram plan on Lot 12 showing a location of a 1200 sf+ 2-story home on this lot. These homes do not seem to be appropriately scaled for compatibility with existing neighborhood character per the Comprehensive Plan, Page 67 – Suburban Estate under Built Form. “New homes should be appropriately scaled for compatibility with existing neighborhood character.” Mr. Emerson stated the following during the January 11, 2025, neighborhood meeting: “This is a program of empowerment – it doesn’t empower any body if they feel like their houses sticks out in their neighborhood…” Please DO NOT allow 2-story 1200 sf homes on these lots. Thank You! Jerry Jacobs – 1655 Twin Dr – Estes Park PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Kristine L. Poppitz Stance on Item: Against Agenda Item Title: Resolution 89-25 Coyote Run Subdivision 2nd Filing Preliminary Plat, CMS Planning & Development, Inc., Frank Theis, Owner/Applicant, Habitat For Humanity of the St Vrain Valley, Applicant Public Comment: I am submitting my fervent opposition to the Subdivision Preliminary Plat for 685 Peak View Drive. I will be speaking at the Town Board meeting this evening and will save for my comments for then; however, please consider that voting on this prior to the required deed restrictions being "...finally executed...," per Ordinance 08-25, is building the roof before the house, pun intended, in SO many ways. A continuance while awaiting the required deed restrictions is the only fair decision for all people, including, but not limited to those who have been in opposition of this property and its related series of applications and Neighborhood meetings for years. Thank you, Kristine L. Poppitz File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. PUBLIC COMMENT RECEIVED ON 9/23/2025  Board of Trustees Public Comment Name: Jon & Holly Thornsbury Stance on Item: Against Agenda Item Title: Public Comment: Please excuse the lateness of this comment. I would like to the board to consider this. Thank you. Jon & Holly Thornsbury File Upload Please note, all information provided in this form is considered public record and will be included as permanent record for the item which it references. Files are limited to PDF or JPG. Opposition to the Proposed Preliminary Plat for 685 Peak View Drive.pdf 6.98MB 25 MB limit. Video files cannot be saved to the final packet and must be transcribed before submitting. Opposition to the Proposed Preliminary Plat for 685 Peak View Drive. Dear Mayor and Board of Trustees: We are opposed to the resolution 89-25 that is before you this evening. There are a number of valid and concerning reasons that I come before you this evening. Many of which have been clearly and definitely articulated by others at the previous meetings. This evening, I come before you with clear concerns regarding the stormwater drainage plan and the effects such a plan would have on those individuals and properties that are below this planned subdivision. After looking at the current drainage for property above those properties on the east side of Dekker Circle, it was clear that the current drainage was causing significant problems to the property located at 1720 Dekker Ave. The drainage pipe was causing a major and significant erosion problem. The flow of the water continues down into the other properties on the east side of Dekker as well. I have attached photos for your examination. If this is what is happening with the current status of the property, how much more damage will be done to the properties on East Dekker Circle when the current planned subdivision has been built? This probable expanded erosion brings significant and very deep concerns. Concerns/Questions: With location of the water detention/retention basin, the extension of Twin Drive into the new subdivision, and the location of existing water ditches and the slope of the terrain, please explain how water that is retained/detained will flow to the west. Additional questions: 1. What is the proposed route for that water in the retaining basin to flow west and will that water flow to the pipe at the end of the southern ditch and ultimately into the properties lining the eastern side of Dekker Circle? 2. What portion of the total development (including water released by the basin) will be released toward that pipe and thus into the properties lining the eastern side of Dekker Circle , Twin Drive, and the existing Longs Drive? 3. Given the already serious erosion problem caused by runoff prior to any development how can this body and the town development staff guarantee that no future damage will occur? 4. If there is future damage from the possible runoff from the new subdivision, will the city be financial responsible for such damage that could occur to properties on the east side of Dekker Circle? In closing, after reviewing the many emails and public responses sent to this body regarding this specific development over the past several months, I cannot understand how we have arrived at this point in the process. From the clear misreading of the current development code, to the ecological damage it will do to this part of the valley, as well as the seemly sudden change of direction after clearly not approving the first application in 2023 by a unanimous vote of this body – I clearly do not understand. But all of these areas (vital and important that they may be) pale in comparison to the most damaging consequences of this entire process – the total disregard of the voices of over 1000 tax paying individuals who were opposed to this development from the very start. And when that happens something much more vital and important has been broken and damaged - the trust that was placed with those who were duly elected to represent those individuals. I urge you not only to vote no on this resolution but to also take the first step in restoring the vital trust with those who feel disregarded and unheard in this process. Sincerely, Jon & Holly Thornsbury 1704 Dekker Circle Estes Park, CO 80517 The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Reuben Bergsten, Director Department: Utilities, Power and Communications Date: September 23, 2025 Subject: Ordinance 17-25 Platte River Power Authority Amended and Restated Organic Contract and Electric Power Supply Contract Type: Ordinance Objective: Staff’s objective is to secure a long-term supply of electricity, revise outdated language to reflect today’s operational practices, and clarify PRPA’s ability to consolidate/expand operations and services to facilitate the modernization of our electric grid. Present Situation: The municipal effort to secure our future supply of electricity began in 1964 after a Bureau of Reclamation meeting informed municipalities that consumer electric demand would exceed supply by 1969. In 1975 the four owner communities executed the Organic Contract forming Platte River Power Authority. Additionally, four power supply agreements were executed between PRPA and each of its four owner communities. Since last December, owner community representatives and Platte River staff have collaborated to develop proposed revisions which extend through 2075 and modernize the Platte River Power Authority Organic Contract and Power Supply Agreements. PRPA hosted a joint work session for owner communities’ elected bodies on June 20th and many Trustees were able to attend. Attached are summaries of changes, redlined, and clean copies of the revised documents. Many revisions are aimed at modernization of language and preserving the ability to look, act, and collaborate like a vertically integrated utility as we modernize our grid to capture economies of scale. Proposal: Staff proposes the board consider the attached Organic Contract and Power Supply agreement updates. Advantages: Extending the term to 2075 improves confidence with investors for better bond ratings Revised procedural language facilitates municipal appointments to the PRPA board & eliminates requirements for hand delivery of printed board packets Disadvantages: Detail potential consequences & any mitigating factors. Action Recommended: Staff recommends approval of the revised documents as reflected in the ordinance Finance/Resource Impact: Current Impact: 502-6100-520-28-08 Power and Communication Fund, $10,500,000 budgeted annually Level of Public Interest: Low Sample Motion: I move for the approval/denial of Ordinance 17-23 Attachments: 1. Ordinance 17-25 2. Organic Contract 3. Power Supply Contract ORDINANCE NO. 17-25 AN ORDINANCE APPROVING AN AMENDED AND RESTATED ORGANIC CONTRACT ESTABLISHING PLATTE RIVER POWER AUTHORITY AS A SEPARATE GOVERNMENTAL ENTITY AND AMENDED CONTRACT FOR THE SUPPLY OF ELECTRIC POWER AND ENERGY WHEREAS, the Board of Trustees has received, an Amended and Restated Organic Contract Establishing Platte River Power Authority as a Separate Governmental Entity and an Amended Contract for the Supply of Electric Power and Energy; and WHEREAS, the Amended and Restated Organic Contract Establishing Platte River Power Authority as a Separate Governmental Entity is an agreement among the Town of Estes Park and the Cities of Fort Collins, Longmont and Loveland, all in the State of Colorado (Municipalities); and WHEREAS, the Amended Contract for the Supply of Electric Power and Energy is an agreement between the Town and the Platte River Power Authority (‘Authority”); and WHEREAS, these Amended Contracts are for the proper, efficient, and continuing conduct of the Authority to perform its duties; and WHEREAS, the Town, through its Power and Communications Enterprise, owns, operates and maintains electric power works and distribution systems to provide electric service to its service area; and WHEREAS, the Amended Contracts will allow the Town to continue to operate its Power and Communications Enterprise. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO AS FOLLOWS: Section 1: The Town shall contract with the other Municipalities as set forth in the Amended and Restated Organic Contract Establishing Platte River Power Authority as a Separate Governmental Entity in substantially the form now before the Board. Section 2: The Town shall contract with the Authority as set forth in the Amended Contract for the Supply of Electric Power and Energy in substantially the form now before the Board. Section 3: The Board authorizes the Mayor to sign the Amended Contracts. Section 4. This Ordinance shall take effect and be enforced thirty (30) days after its adoption and publication. PASSED AND ADOPTED by the Board of Trustees of the Town of Estes Park, Colorado this 23rd day of September, 2025. TOWN OF ESTES PARK, COLORADO By: Mayor ATTEST: Town Clerk Attachment 1 I hereby certify that the above Ordinance was introduced at a regular meeting of the Board of Trustees on the 23rd day of September, 2025 and published by title in a newspaper of general circulation in the Town of Estes Park, Colorado, on the 26th day of September, 2025, all as required by the Statutes of the State of Colorado. Town Clerk APPROVED AS TO FORM: Town Attorney Platte River Power Authority Estes Park• Fort Collins• Longmont• Loveland Proposed changes to Organic Contract Proposed substantive revisions: [ General note -suggest allowing "Board" as short form reference for "Board of Directors" to reduce unnecessary repetition. J 1 I Page WHEREAS, increased complexity and risk in the electric utility industry have created the need to enhance utility image and customer loyalty, the Municipalities wish to clarify that the Organic Contract authorizes the Authority to engage in a broad range of services which are incidental to or supportive of the Municipalities' continued ability to provide electric power and energy services to their customers on a competitive basis; WHEREAS, providing energy in an environmentally responsible manner requires that the Authority incorporate environmental factors as an integral component of planning, design, construction and operational decisions; WHEREAS, as the electric utility industry, energy-producing technology, and relevant laws and regulations continue to evolve, the Municipalities wish to clarify that the Organic Contract authorizes the Authority to engage in a broad range of services to provide long-term value to the Municipalities while maintaining equity and enhancing the flexibility and agility with which the Authority and the Municipalities can adapt over time; •State more generally the authority the owner communities intend to confer on Platte River so that the language holds up better over time •Reduce repetition because the recitals already mention reliability, cost­ effectiveness, and environmental responsibility Proposed changes to Organic Contract -updated draft August 20, 2025 Page 75 Attachment 2 Attachment 3 Attachment 3 The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Memo To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Kara Washam, Planner II Department: Community Development Date: September 23, 2025 Subject: Resolution 90-25 Finding Substantial Compliance and Initiating Annexation Proceedings for the Riverside Drive Townhomes Annexation Type: Resolution Objective: The purpose of this item is to determine substantial compliance and initiate annexation proceedings for the Riverside Drive Townhomes Annexation. The subject request is to annex one 2.621-acre parcel into Estes Park municipal boundaries. Present Situation: The annexation process is governed by the Municipal Annexation Act (“Act”), which is codified at C.R.S. 31.12-101, et seq. and requires the following steps in the annexation process: 1. Referral to Town Board – September 23, 2025. This memo serves as Staff’s communication to Town Board. 2. Substantial Compliance Resolution – September 23, 2025. Town Board determines if the annexation petition is in the prescribed form and contains the necessary statutory criteria as required by the Act. The petition must include the signature(s) and address(s) of the property owner(s), identify the subject property, request annexation, and claim that the proposed annexation is a benefit to the annexing municipality. The petition must include a map of the area to be annexed. Town Board must also set a date, time, and place for an eligibility hearing. 3. Eligibility Resolution – October 28, 2025 (tentative). Town Board determines whether the subject property is eligible for annexation under the Act. This hearing must be scheduled between 30 to 60 days from the date of the hearing on the Substantial Compliance Resolution. Additionally, there are specific noticing requirements that must occur before the Eligibility Resolution hearing. This includes publishing the notice in the newspaper for 4 consecutive weeks, starting at least 30 days in advance of the hearing. At least 25 days before the hearing, the notice must also be sent through registered mail to the Board of County Commissioners, County Attorney, and affected districts. If the Substantial Compliance Resolution is approved, consideration of the Eligibility Resolution will be scheduled for October 28, 2025. 4. Annexation and Establishment of Zoning – November 12, 2025 (tentative). Once an Annexation Petition has been found to be both substantially compliant and eligible for annexation, Town Board may proceed with the Annexation and Zoning Proceedings. There are no special notice requirements or deadlines for these ordinances. Substantial Compliance and Eligibility determine whether the parcel can be annexed; this final step determines whether a parcel will be annexed. Proposal: The Riverside Drive Townhomes Annexation includes one parcel owned by The Estes Park Housing Authority (EPHA). EPHA plans to develop 14 for-sale townhomes that will be attainable and sold to members of the Estes Park Workforce. The Municipal Annexation Act (“Act”) requires the Town Board to determine if the annexation petition meets the applicable requirements. Town Board’s action and authority at this stage of the annexation review is limited to determining if the annexation materials meet the requirements of the Act for completeness of the petition (i.e. substantial compliance). Staff has completed a review of the annexation petition and finds that the annexation petition meets the criteria of the Act, including the following: 1. The annexation petition (Attachment 2) has been signed by more than 50% of the landowners, owning more than 50% of the land. 2. The petition was filed with the Town Clerk on August 28, 2025. 3. The Petition contains: a. An allegation that it is desirable and necessary that such territory be annexed to the Town; b. An allegation that the requirements of §§ 31-12-104 and 31-12-105 C.R.S. exist or have been met; c. An allegation that the signers of the petition comprise the landowners of more than fifty (50%) of the territory included in the area proposed to be annexed, exclusive of streets and alleys; d. A request that the municipality approve the annexation; e. The signatures of the landowners; f. The mailing address of each signer; g. The legal description of the land owned by such signer; h. The date of signing of each signature; and i. The affidavit of each circulator of such petition, whether consisting of one or more sheets, that each signature therein is the signature of the person whose name it purports to be. 4. The annexation map was filed with the Town Clerk on August 22, 2025 and contains (Attachment 3): a. A written legal description; b. A map showing the boundary of the area proposed to be annexed; c. An indication of ownership tracts; and d. A depiction of the contiguous boundary of the property to the municipality. 5. No signatures on the petition are dated more than 180 days prior to the date of filing with the Town Clerk. Advantages: Determining Substantial Compliance is consistent with the requirements of Section 30 of Article II of the Colorado Constitution and with the Colorado Revised Statutes § 31- 12-107(1). Disadvantages: There are no known disadvantages in determining Substantial Compliance. Action Recommended: Staff recommends approval of Resolution 90-25, finding the Riverside Drive Townhomes Annexation substantially complies with the Colorado Revised Statutes, initiating Annexation Proceedings, and setting an Eligibility Hearing date of October 28, 2025. Finance/Resource Impact: The process of determining Substantial Compliance has no impact to the Town budget. Level of Public Interest: Public interest in this annexation is expected to be medium. At the time of this writing, no public comments have been received. If received, public comments will be posted to https://estespark.colorado.gov/currentapplications. Sample Motion: 1. I move to approve Resolution 90-25. 2. I move to continue Resolution 90-25 to the next regularly scheduled meeting, finding that … [state reasons for continuing]. 3. I move to not approve Resolution 90-25, finding that the annexation does not substantially comply with state statutes. Attachments: 1. Resolution 90-25 2. Annexation Petition 3. Annexation Map RESOLUTION 90-25 A RESOLUTION FINDING SUBSTANTIAL COMPLIANCE WITH COLORADO REVISED STATUTES SECTION 31-12-107(1) AND INITATING ANNEXATION PROCEEDINGS FOR THE RIVERSIDE DRIVE TOWHOMES ANNEXATION WHEREAS, a written petition has been filed with the Town Clerk requesting the annexation of certain property to be known as the Riverside Drive Townhomes Annexation, as more particularly described below; and WHEREAS, the petition has been referred to the Board of Trustees for a determination of substantial compliance with the requirements of section 31-12-107(1), C.R.S.; and WHEREAS, the Board of Trustees has been advised by staff, and has taken official notice of all maps, records and other information and other materials on file with the Town of Estes Park, Colorado, regarding said petition. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: Section 1. The Board of Trustees hereby finds the annexation petition substantially complies with section 31-12-107(1), C.R.S. Section 2. The Town Board of Trustees hereby accepts the annexation petition for the Riverside Drive Townhomes Annexation, more particularly described as situated in the County of Larimer, State of Colorado, to wit: THAT PART OF LOT 7, SUMMER VILLA, A SUBDIVISION OF THE NORTHEAST QUARTER OF THE NORTHEAST QUARTER OF SECTION 35, TOWNSHIP 5 NORTH, RANGE 73 WEST OF THE 6TH P.M., LYING WEST AND NORTH OF COUNTY ROAD AS NOW LOCATED AND RUNNING THRU SAID SUBDIVISION, EXCEPT PORTIONS CONTAINED IN BOOK 850 AT PAGE 194 AND BOOK 1741 AT PAGE 701, COUNTY OF LARIMER, STATE OF COLORADO. SAID PARCEL OF LAND CONTAINS 2.621 ACRES, MORE OR LESS. Section 3. The Board of Trustees shall hold a public hearing on the proposed annexation on October 28, 2025 at the hour of 7:00 p.m., or as soon thereafter as the matter may come on for hearing in the Town Board Room in Town Hall, 170 MacGregor Avenue, Estes Park, Colorado, to determine if the proposed annexation complies with sections 31-12-104 and -105, C.R.S., and the Colorado Constitution, or such parts thereof as may be required to establish eligibility for annexations. Section 4. The Town Administrator or designee shall publish a notice of hearing once a week for four successive weeks before the hearing as provided by law. DATED this 23rd day of September, 2025. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk APPROVED AS TO FORM: Town Attorney Attachment 1 PETITION FOR ANNEXATION TO THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO: In accordance with Article 12, Title 31, CRS, 1973, as amended, the undersigned hereby petition the Board of Trustees of the Town of Estes Park, Colorado annexation into the Town of Estes Park, Colorado, the following described unincorporated territory located in the County of Larimer, State of Colorado, to be known as 775 Riverside Drive Estes Park, CO 80517, to-wit: LEGAL DESCRIPTION: LOT 7, LESS 850-194, 1743-50, SUMMER VILLA AND, in support of said Petition, petitioners state that: 1. It is desirable and necessary that the above-described territory be annexed into the Town of Estes Park, Colorado. 2. Not less than one-sixth (1,6th) of the perimeter of the area proposed to be annexed is contiguous with the Town of Estes Park, Colorado. 3. A community of interest exists between the territory proposed to be annexed and the Town of Estes Park, Colorado. 4. The territory proposed to be annexed is urban or will be urbanized in the near future. 5. The territory proposed to be annexed is integrated with or is capable of being integrated with the Town of Estes Park, Colorado. 6. The signatures of the Petition collectively comprise more than 50% of the landowners of the total territory to be included in the area proposed to be annexed and said landowners attesting to the facts and agreeing to the conditions herein contained will negate the necessity of any annexation election. Page 1 of 5 Annexation Petition Attachment 2 7. No land held in identical ownership, whether consisting of one tract or parcels of real estate: a. Is divided into separate parts or parcels without the written consent of the landowners thereof, unless such tracts or parcels are separated by a dedicated street, road or other public way. b. Comprising twenty acres or more which, together with the buildings and improvements situated thereon has an assessed value in excess of two hundred thousand dollars ($200,000) for ad valorem tax purposed for 6th year next preceding the annexation, is included within the territory proposed to be annexed without the written consent of the landowners. 8. The signer of the petition is the landowner of all of the territory included in the area proposed to be annexed, exclusive of streets and alleys. 9. No part of the area proposed to be annexed is more than three (3) miles from a point on the municipal boundary, as such was established more than one (1) year before this annexation will take place. 10. The area proposed to be annexed comprises (check the appropriate box below): Less than ten (10) acres, thus an annexation impact report as provided for in Section 31-12-108.5 C.R.S. is not required. More than ten (10) acres, thus an annexation impact report as provided for in Section 31-12-108.5 C.R.S. is required. 11. The petitioner requests that the Town of Estes Park approve the annexation of said property to the Town of Estes Park, Colorado. 12. The mailing address of the petitioner, the legal description of the land owned by the petitioner, and the date of signing are all shown on this petition. 13. Accompanying this petition are four (4) copies of an annexation map and digital file of the map containing the following information: a. A written legal description of the boundaries of the area proposed to be annexed. b. A map showing the boundary of the area proposed to be annexed,such map prepared and containing the seal of a registered engineer or land surveyor. Page 2 of 5 Annexation Petition c. Within the annexation boundary map, there is shown the location of each ownership tract in unplatted land, and if part of or all of the area be platted, then the boundaries and plat numbers of plots or of lots and blocks. d. Next to the boundary of the area proposed to be annexed is drawn the contiguous boundary of the Town of Estes Park, Colorado, and the contiguous boundary of any other municipality abutting the area proposed to be annexed. e. The dimensions of the contiguous boundaries are shown on the map. 14. The undersigned agree to the following conditions, which shall be covenants running with the land, and which shall, at the option of the Town, appear on the annexation map: a. The territory to be annexed shall be included in the Northern Colorado Water Conservancy District and the Municipal SubDistrict of the Northern Colorado Water Consen/ancy District. b. The undersigned hereby waive any and all "vested rights" previously created pursuant to Section 24-68-103, CRS as amended. c. No part of the property to be annexed is included within any site-specific development plan approved by Larimer County, Colorado. 15. The undersigned and the Town may enter into an annexation agreement prior to or contemporaneously with the effective date of this annexation, which agreement shall be additional conditions as effective as if set forth in this petition. 16. The area sough to be annexed meets the requirements of C.R.S. sections 31-12-104 and 31-12-105. |^\ _ Date: /?7 <-/.- Property Owner Signature Printed Name: '-•'< . V\ Address: I C> ^o x t'^^L K^.ll;. /^J^. /).- < ^ - /', •-1" ^ ,/ . I -(^ „.-.., ^-v.)^.- "?'/ /'^ J.A ^- ^; •-17 Page 3 of 5 Annexation Petition STATE OF COLORADO } }ss COUNTY OF LARIMER } of T^e foregoing instrument was acknowledged before me this ., 20 -ZQ_ by ^OQ^i-'mA/J^Ot/^ day Witness my hand and official seaLfhis ^ day of ^f^v^tV , 20 /lv} My commission expires: <->A)LA, 2P) , '2X>'£j) WENDY SUE FISHER NOTARY PUBLIC ^+E OF COLORADO NOTARY ID 20224028926 MY COMMISSION EXPIRES JULY 25, 2026 1En/<^V-^ NotWPu^ Annexation Petition Page 4 of 5 AFFIDAVIT OF CIRCULATOR The undersigned, being of lawful age, who being first duly sworn upon oath deposes and says: That (he or she) was the circulator of the foregoing Petition for Annexation of lands to the Town of Estes Park, Colorado, consisting of ^_pages; including this page and that each signature thereon was witnessed by your affiant and is the true signature of the person whose name it purports to be. Signature of Circulator Date of Signature c?/^/^- Print Name: _(>L^\} Uu^-1^-'^ STATE OF COLORADO) ss. COUNTY OF^VVr>^y The foregoing AFFIDAVIT OF CIRCULATOR was subscribed and sworn to before me this ~ ^9 _day of_, 20_^2_, by J?^ m^(jf0^^^Mo^y Witness my hand and official seal. (SEAL) I ^y^^xjD ^^Ar Notary F^lic My commission expires: -^LA\U\ ^-YJ ( WENDY SUE FISHER NOTARY PUBLIC STATE OF COLORADO NOTARY ID 20224028926 MY COMMISSION EXPIRES JULY 25, 2026 Page 5 of 5 Annexation Petition BROOKSIDE ANNEXATION REC. NO. 20050013246 ESTES PARK 810 MORAINE AVENUE REC. NO. 20110029919 OWNER: MORAINE TROUT POND, LLC ESTES PARK 81 5 R I V E R S I D E D R I V E RE C . N O . 2 0 1 1 0 0 2 9 9 2 1 OW N E R : 8 1 5 R I V E R S I D E D R I V E L L C LA R I M E R C O U N T Y 816 RIVERSIDE DRIVE REC. NO. 20080018503 OWNER: BOYETTE WILLIAMS ET. AL. LARIMER COUNTY 806 RIVERSIDE DRIVE REC. NO. 20210088777 OWNER: ALISSA ANDERSON ET. AL. LARIMER COUNTY 800 RIVERSIDE DRIVE REC. NO. 20070071303 OWNER: PAUL ROTHERY ET. AL. LARIMER COUNTY 790 RIVERSIDE DRIVE LOT 4, SUMMERVILLA OWNER: MICHALE ALLEN ODELL ET. AL. LARIMER COUNTY 911 PROSPECT PARK DRIVE LOT 8B, AMENDED PLAT OF LOT 8... OWNER: MOUNTAIN GOAT TRUST LARIMER COUNTY 903 PROSPECT PARK DRIVE LOT 1, BROWN SUBDIVISION OWNER: JOHN NELSON ET. AL. ESTES PARKKUNDTZ ADDITION #1 REC. NO. 20080033336 ESTES PARK KUNDTZ ADDITION #1 REC. NO. 20080033336 ESTES PARK KUNDTZ ADDITION #1 REC. NO. 20080033336 ESTES PARK ∆ ∆ ∆ RIVE R S I D E D R I V E RI V E R S I D E D R I V E BIG T H O M P S O N RIV E R LOT 1, TIMBER LANE SUB... 725 RIVERSIDE DRIVE OWNER: WORLDMARK THE CLUB SUM M E R V I L L A SUM M E R V I L L A RIVERSIDE ANNEXATION 114,187 SQ. FT. 2.621 ACRES 775 RIVERSIDE DRIVE REC. NO. 20230029970 OWNER: ESTES PARK HOUSING AUTHORITY LEGEND RIVERSIDE DRIVE TOWNHOMES ANNEXATION TO THE TOWN OF ESTES PARK Situate in the Northeast Quarter of Section 35, Township 5 North, Range 73 West of the 6th P.M. County of Larimer, State of Colorado 2.621 Acres MAJESTIC SURVEYING, LLC 1111 DIAMOND VALLEY DRIVE #104, WINDSOR, CO 80550 PROJECT NO: 2025179 DATE: 6-2-2025 DRAWN BY: SIP PROJECT NAME: 775 RIVERSIDE FILE NAME: 2025179ANNEX CLIENT: EPHA CHECKED BY: SIP SCALE: 1" = 40' 1 SHEET 1 OF 1 REVISIONS:DATE: VICINITY MAP SCALE: 1" = 2000' BASIS OF BEARINGS AND LINEAL UNIT DEFINITION Assuming the North line of the Northeast Quarter of Section 35, Township 5 North, Range 73 West of the 6th P.M. monumented as shown on this drawing, as bearing North 89°19' 05" West, being a Grid Bearing of the Colorado State Plane, North Zone, North American Datum 1983/2011, a distance of 2680.30 feet and with all other bearings contained herein relative thereto. The lineal dimensions as contained herein are based upon the "U.S. Survey Foot". PROPERTY DESCRIPTION A parcel of land, situate in the Northeast Quarter (NE1/4) of Section Thirty-five (35), Township Five North (T.5N.), Range Seventy-three West (R.73W.) of the Sixth Principal Meridian (6th P.M.), County of Larimer, State of Colorado and being more particularly described as follows: COMMENCING at the Northeast corner of said Section 35 and assuming the North line of said NE1/4 as bearing North 89°19'05” West, being a Grid Bearing of the Colorado State Plane Coordinate System, North Zone, North American Datum 1983/2011, a distance of 2680.30 feet, being monumented by a 1” pipe with 2.5” aluminum cap at the North Quarter corner and a 2” pipe with 2.5” aluminum cap at the Northeast corner of Section 35 and with all other bearings contained herein relative thereto; THENCE North 89°19'05” West, along said North line, a distance of 1340.15 feet to the calculated position of the East 1/16th corner; THENCE South 01°51'37” West, along the West line of the Northeast Quarter of the Northeast Quarter (NE1/4NE1/4) a distance of 313.31 feet to the Southwest corner of the Brookside Annexation to the Town of Estes Park as recorded February 17, 2005 at Reception No. 20050013246 of the Larimer County Clerk and Recorder (LCCR) and to the POINT OF BEGINNING; Thence along the South line of said Brookside Annexation to the Town of Estes Park the following two courses: THENCE South 78°06'15” East a distance of 51.71 feet; THENCE South 77°34'28” East a distance of 148.48 feet to the Northwest corner of the Kundtz Addition #1 to the Town of Estes Park, as recorded May 28, 2008 at Reception No. 20080033336 of the LCCR and to the beginning point of a curve, non-tangent to aforesaid course; THENCE along the West curve of said Kundtz Addition #1 to the Town of Estes Park, and along the arc of a curve concave to the Northeast a distance of 60.88 feet, having a Radius of 305.00 feet, a Delta of 11°26'14” and is subtended by a Chord that bears South 12°58'11” East a distance of 60.78 feet to a Point of Tangency (PT) and to the Northwest corner of Kundtz Addition #2 to the Town of Estes Park, as recorded May 28, 2008 at Reception No. 20080033336 of the LCCR; Thence along the West lines of said Kundtz Addition #2 to the Town of Estes Park the following four courses: THENCE South 18°41'16” East a distance of 160.92 feet to a Point of Curvature (PC); THENCE along the arc of a curve concave to the Northwest a distance of 225.30 feet, having a Radius of 160.00 feet, a Delta of 80°40'45” and is subtended by a Chord that bears South 21°39'03” West a distance of 207.14 feet to a PT; THENCE South 61°59'22” West a distance of 188.87 feet to a PC; THENCE along the arc of a curve concave to the Southeast a distance of 41.89 feet, having a Radius of 355.00 feet, a Delta of 06°45'39” and is subtended by a Chord that bears South 58°36'32” West a distance of 41.87 feet to the West line of said NE1/4NE1/4; THENCE North 01°51'37” East along a line non-tangent to the aforesaid curve, and along said West line, a distance of 557.60 feet to the POINT OF BEGINNING. Said described parcel of land contains 114,187 Square Feet or 2.621 Acres, more or less (±). NOTICE According to Colorado law you must commence any legal action based upon any defect in this survey within three years after you first discover such defect. In no event may any action based upon any defect in this survey be commenced more than ten years from the date of the certification shown hereon. (13-80-105 C.R.S. 2012) CONTIGUITY TABLE TOTAL BOUNDARY: 1,435.62 L.F. CONTIGUOUS BOUNDARY: 878.02 L.F. 1/6 OF TOTAL BOUNDARY 239.26 L.F. RATIO= 1 : 1.64 TITLE COMMITMENT NOTE For all information regarding easements, rights-of-way and title of records, Majestic Surveying, LLC relied upon Title Commitment Number: 459-H0661098-084-0AA Amendment No. 4, dated January 31, 2022, as prepared by Heritage Title Company to delineate the aforesaid information. This survey does not constitute a title search by Majestic Surveying, LLC to determine ownership or easements of record. SURVEYOR'S CERTIFICATE I, Steven Parks, a Colorado Licensed Professional Land Surveyor, do hereby state that this Annexation Plat was prepared from an actual survey under my personal supervision, that the monumentation as indicated hereon were found or set as shown, and that the forgoing Plat is an accurate representation thereof, all this to the best of my knowledge, information and belief. Steven Parks - On Behalf of Majestic Surveying, LLC Colorado Licensed Professional Land Surveyor #38348 Feet 0 40 80 BOARD OF TRUSTEES CERTIFICATE: Approved and accepted by the Board of Trustees of the Town of Estes Park, Colorado by an Ordinance adopted on this _____ day of _____________________, 20___. ________________________________________________________________ Town Clerk Mayor OWNER: Estes Park Housing Authority ________________________________________________ BY: AS: NOTARIAL CERTIFICATE STATE OF COLORADO) ss COUNTY OF LARIMER) The foregoing instrument was acknowledged before me by ______________________ as ______________________this _____ day of ______________________, 20___. Witness my Hand and Official Seal. ________________________________________________ Notary Public My commission expires: ________________. REDLINES 8-5-25 FLOODPLAIN NOTE The subject property is in flood zone 'X', "areas determined to be outside the 0.2% annual chance of floodplain and zone 'X', "areas of 0.2% annual chance flood; areas of 1% annual chance flood with average depths of less than 1 foot or with drainage areas of less than 1 square mile; and areas protected by levees from 1% annual chance flood" per FEMA flood map 08069C128F, effective December 19, 2006. EASEMENT NOTE The Town of Estes Park reserves the right to obtain a trail easement to access the Big Thompson River from Riverside Drive across the subject parcel. The location and width will be determined by separate document. Attachment 3 The Town of Estes Park is committed to providing equitable access to our services. Contact us if you need any assistance accessing material at 970-577-4777 or townclerk@estes.org. Report To: Honorable Mayor Hall & Board of Trustees Through: Town Administrator Machalek From: Suzanna Simpson, Management Analyst Department: Town Administrator’s Office Date: September 23, 2025 Subject: Policy 208 – Naming of Town-Owned Parks, Open Spaces, and Facilities Purpose of Study Session Item: Discussion of proposed updates to Policy 208 – Naming of Town-Owned Parks, Open Spaces, and Facilities. Town Board Direction Requested: Staff requests direction from the Board regarding the proposed updates to the policy as follows: 1. Is the Board interested in expanding the Naming Criteria? 2. Is the new public process recommended acceptable to the Board? 3. Are all other recommended policy updates acceptable? Present Situation: Estes Park Sister Cities has requested that the Town rename the open space at the northeast corner of the Moraine/Riverside roundabout to “Monteverde Park”. Section 3.A.ii of Policy 208 (Naming of Town-Owned Parks, Open Spaces, and Facilities) does not permit this renaming. Staff is seeking feedback from the Board about the level of interest in broadening the naming criteria. Proposal: If the Board is interested in considering requests that fall outside of the established Naming Criteria for a new Town-owned park, open space, or facility staff recommends expanding the criteria to include the elements appropriate for consideration. Staff is recommending updates to Policy 208 to address the sunsetting of the Parks Advisory Board and streamline the processes named in the policy. While requests of this nature are infrequent, the proposal streamlines both the administrative and public process for such requests. Advantages: Expanding acceptable naming criteria will allow for circumstances not considered in the current policy to come before the Board for consideration, expanding the options for organizations or individuals to submit naming requests. The proposed edits to the public process will streamline the process for the review of naming requests. Disadvantages: Not all circumstances can be captured, so there is a risk of still being too narrow in naming criteria. Finance/Resource Impact: None. Level of Public Interest: Medium Attachments: 1. Policy 208 – Naming of Town-Owned Parks, Open Spaces, and Facilities Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 1 of 7 Effective Period: Until superceded Review Schedule: Biennially Effective Date: 09/14/2021 References: Governing Policies 1.1.3 and 1.3.2 ADMINISTRATION 208 Naming of Town-Owned Parks, Open Spaces, and Facilities 1.PURPOSE To establish a consistent and systematic approach for selecting names for Town-owned parks, open spaces, and facilities. 2.POLICY Maintaining consistent and understandable procedures for naming and re-naming Town- owned parks, open spaces, and facilities is crucial for identification purposes. These names aid emergency response, help to develop a sense of place, and help to honor community leaders. The Town of Estes Park will follow the procedures outlined in this policy to name or re- name any Town-owned park, open space, or facility. When choosing a name for a Town- owned facility, park, or open space, the Town will endeavor to ensure that such names: (1)are appropriate; (2) aid in the identification and location of the property or facility in question; and (3) encourage the donation of lands, facilities, and funds to the Town. 3.PROCEDURE a. Naming a New Town-Owned Park, Open Space, or Facility i.Working Name for Facilities under Consideration or Construction All new facilities under consideration or construction will be given a working name by staff. ii.Naming Criteria In order to be considered, proposed names for a new Town-owned park, open space, or facility shall be reflective of at least one of the following criteria: 1)Specific purpose of the facility (e.g., Museum, Events Complex) 2)Geographic location 3)Prominent geographic feature or local reference point 4)Adjoining subdivision/community Attachment 1 Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 2 of 7 5)Historical feature 6)A deceased individual (see section 3.a.iii) 7)An individual or group via a donation or sponsorship agreement (see section 3.a.iv) iii.Naming a Park, Open Space, or Facility after a Deceased Individual Consideration shall be given to the naming of a Town-owned park, open space, or facility after a deceased individual only if both of the following conditions have been met: 1)The individual has been deceased for at least three (3) years; and 2)The individual has made significant contributions to the Town through a long-term commitment to the residents and guests of the Town of Estes Park. iv.Individual or Group Donations or Sponsorships Consideration shall be given to the naming of a Town-owned park, open space, or facility after a group or individual based on a donation or sponsorship only if such donation or sponsorship comprises 75 percent or more of the overall value of the park, open space, or facility. This provision shall not apply to any naming rights sold for the Estes Park Events Complex. v.Sponsorship Naming Rights Sponsorship naming rights made by contract, for a specific period of time, are exempt from this policy. vi.Naming Process – Parks and Open Spaces The naming of a new Town-owned park or open space will follow the process below: 1)Public Announcement: When the Town signs a contract to create a new park or to purchase land to be used as a park or open space, the Town Administrator’s Office, will publish an announcement through a press release and social media inviting the public to submit prospective names for the park or open space. The deadline for submitting names will be two weeks from the date of the announcement. The announcement will refer to the property by description, in addition to common/informal names. The naming criteria will be published and submissions that do not meet the criteria will not be considered. 2)Review and Recommendation: Within two weeks of the deadline to submit names, the Town Administrator’s Office will review the submitted names, and make a recommendation to the Town Board. Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 3 of 7 3) Notice of Recommendation: An announcement will be distributed as soon as reasonable after the Town Administrator’s Office submits its recommended name to the Town Board. This announcement will include the proposed name, a description of the park or open space to be named, and the time and place of the Board Meeting at which the recommendation will be considered. The announcement will be published at least 30 days prior to the Town Board meeting where the recommendation will be considered. 4) Town Board Review and Approval: Upon receipt of the recommendation from the Town Administrator’s Office, the Town Board will consider the recommended name at a regular Board meeting as an action item. vii. Naming Process – Facilities The naming of a new Town-owned facility will follow the process below: 5) Public Announcement: When the Town signs a contract to construct a new facility, the Town Administrator’s Office will publish an announcement through a press release and social media inviting the public to submit prospective names for the facility. The deadline for submitting names will be two weeks from the date of the announcement. The announcement shall refer to the facility by description, in addition to common/informal names. The naming criteria will be published and submissions that do not meet the criteria will not be considered 6) Review: Within two weeks of the deadline to submit names, the Town Administrator’s Office will submit to the Town Board all of the names received that meet the criteria in Section 3.a.ii. 7) Notice of Submitted Names: An announcement will be distributed as soon as reasonable after the Town Administrator’s Office submits the list of qualifying names to the Town Board. This announcement will include the qualifying proposed names, a description of the facility to be named, and the time and place of the Board Meeting at which the recommendation will be considered. The announcement will be published at least 30 days prior to the Town Board meeting where the recommendation will be considered. 8) Town Board Review and Approval: Upon receipt of the list of qualifying names from the Town Administrator’s Office, the Town Board will consider the recommended name at a regular Board meeting as an action item. b. Re-Naming a Town-Owned Park, Open Space, or Facility i. Conditions The existing names of Town-owned parks, open spaces, and facilities are deemed to have historic recognition. The Town of Estes Park will not change the name of any existing Town-owned park, open space, or facility unless: (1) there are compelling reasons to consider such change; (2) there is a thorough study of the Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 4 of 7 change consisting of a public hearing at a regularly scheduled Town Board meeting; and (3) there is a unanimous vote of the Town Board. Additionally, the Town Board will consider renaming a Town-owned park, open space, or facility to commemorate a person or persons only when said person or persons: (1) is/are deceased, (2) has/have made a major, overriding contribution to the Town; (3) has/have made contributions that have not been honored in another manner; and (4) has/have notable historic significance to the Estes Valley. Potential re-naming applicants should consider other appropriate options to memorialize individuals. ii. Requests to Re-Name a Town-Owned Park, Open Space, or Facility Any requests to re-name a Town-owned park, open space, or facility shall use the following procedure: 1) The applicant shall submit a completed “Request to Re-Name a Town- Owned Park, Open Space, or Facility” application form (Appendix A) to the Town Administrator’s Office. 2) The application will be reviewed for completeness based upon the naming criteria set forth in section 3.a.ii of this policy. 3) Completed applications will be forwarded to the Town Board. 4) If the Town Board wishes to consider the proposed re-naming, the Board will set a date to consider the proposal as an Action Item on a Town Board Meeting Agenda. iii. Costs of Renaming The Town Board may request that any cost of renaming (e.g. the replacement of signs) be borne by the individual or group recommending the change. iv. Noticing of Google Upon any renaming, Town staff will endeavor to ensure that said renaming is reflected on Google Maps as soon as possible. c. Naming of Meeting Rooms in or on Town-Owned Parks, Open Spaces, or Facilities Meeting rooms located in or on Town-owned parks, open spaces, or facilities may be named administratively by the Town Administrator. d. Revocation of Name Under extraordinary circumstances that would cast a negative image upon the Town, any naming of Town-owned parks, open spaces, or facilities in honor of an individual, family, or group may be revoked at the discretion of the Town Board. Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 5 of 7 e. Naming of Streets All streets will be named in accordance with Policy 421 (Addressing and Street Naming Policy). Approved: _____________________________ Gary Hall, Mayor _____________ Date Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 6 of 7 APPENDIX 1 - Request to Re-Name a Town-Owned Park, Open Space, or Facility Town of Estes Park Request to Re-Name a Town-Owned Park, Open Space, or Facility Name: ______________________________________________ Date: ________________ Address: ____________________________________________ City/State: ________________ Zip Code: ___________________________________________ Telephone: ________________ Does the Applicant Represent an Organization? Y N Park OR Open Space OR Facility Location: ____________________________________________________________________ Policy 205 09/14/2021 Revisions: 0 Town of Estes Park, Town Administrator’s Office Page 7 of 7 Proposed Name: _______________________________________________________________ 3. Re-Naming Justification Specific Purpose Historical Feature Deceased Individual Geographic Feature Adjoining Community Explanation of Justification Attached (Required) Signature *Please ensure that the justification addresses the conditions for re-naming contained in Policy 205.3.b.i