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HomeMy WebLinkAbout03-19-12 Board PacketOTAY WATER DISTRICT SPECIAL MEETING OF THE BOARD OF DIRECTORS DISTRICT BOARDROOM 2554 SWEETWATER SPRINGS BOULEVARD SPRING VALLEY, CALIFORNIA MONDAY March 19, 2012 3:00P.M. AGENDA 1. ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. APPROVAL OF AGENDA 4. PUBLIC PARTICIPATION-OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO SPEAK TO THE BOARD ON ANY SUBJECT MATIER WITHIN THE BOARD'S JURISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA ACTION ITEMS 5. BOARD a) RECEIVE NOMINATIONS AND APPOINT A MEMBER AND ALTERNATE MEMBER TO THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY'S OVERSIGHT BOARD WORKSHOP 6. REVIEW AND DISCUSS WATER SALES FORECASTING (BEACHEM/BELL) a) PRESENTATION ON GROWTH AND THE ECONOMY (ALAN NEVIN , LONDON GROUP) [20 minutes] b) PRESENTATION ON PRICE ELASTICITY (DR. STEVE PIPER, BUREAU OF RECLAMATION) [20 minutes] c) PRESENTATION ON WEATHER FORECASTING (ALEXANDER TARDY, NATIONAL OCEANIC ATMOSPHERIC ADMINISTRATION) [20 minutes] d) PRESENTATION ON METER SALES FORECASTING (KENNEDY) [5 mi- nutes] 1 e) PRESENTATION ON WATER CONSERVATION FORECASTING (GRAN- GER) [5 minutes] RECESS TO CLOSED SESSION 7. CLOSED SESSION a) CONFERENCE WITH LEGAL COUNSEL-ANTICIPATED LITIGATION [GOVERNMENT CODE §54956.9] (I) SALT CREEK GOLF, LLC, UNITED STATES BANKRUPTCY COURT, CASE NO. 11 -13898-LA11 b) CONFERENCE WITH LEGAL COUNSEL-ANTICIPATED LITIGATION [GOVERNMENT CODE §54956.9] 1 MATTERS RETURN TO OPEN SESSION 8. REPORT ON ANY ACTIONS TAKEN IN CLOSED SESSION. THE BOARD MAY ALSO TAKE ACTION ON ANY ITEMS POSTED IN CLOSED SESSION 9. ADJOURNMENT 2 All items appearing on this agenda, whether or not expressly listed for action, may be deliberated and may be subject to action by the Board . The Agenda, and any attachments containing written information, are available at the District's website at www.otaywater.gov. Written changes to any items to be considered at the open meeting, or to any attachments, will be posted on the District's website. Copies of the Agenda and all attachments are also available through the District Secretary by contacting her at (619) 670-2280. If you have any disability which would require accommodation in order to enable you to participate in this meeting, please call the District Secretary at 670-2280 at least 24 hours prior to the meeting. Certification of Posting I certify that on March 16, 2012, I posted a copy of the foregoing agenda near the regular meeting place of the Board of Directors of Otay Water District, said time being at least 24 hours in advance of the special meeting of the Board of Directors (Government Code Section §54954.2). Executed at Spring Valley, California on March 16, 2012. /s/ Susan Cruz, District Secretary 3 AGENDA ITEM 6 STAFF REPORT TYPE MEETING: Special Board MEETINGDATE: March 19, 201 2 Rita Bell, Finance Manager PROJECT: Various DIV. NO. ALL SUBMITTED BY: APPROVED BY: ~ Joseph R . Beachem, Chief Financial Officer ~ German Alvarez , Assistant General Manager ~ Mark Watton, General Manager SUBJECT: Review and Discuss Water Sales Forecastin g GENERAL MANAGER'S RECOMMENDATION: This is an informatio nal item only . PURPOSE : To review and discuss with the Board water sales forecasting. ANALYSIS: At the February 14 , 2 012 Finance , Administration and Communications Committee meeting , a request was made for staff t o prepare a presentation discussing the factors used in budgeti ng water sales . This staff report includes a presentation to explain how water sales are budgeted. Three guest speakers along with staff will talk about various subjects related to the presentations involved in this process . Alan Nevin from The London Group will discuss meter growth and the economy . His presentation will include the national and San Diego County economic fact ors including unemployment , earnings , sales tax c ollections , and data on real estate . He will also discuss Otay specific real estate growth in the areas of single-family , multi- family and commercial properties . Dr. Steve Piper from t he Bureau o f Reclamat ion will discuss the pric e elasticity of water. Dr. Piper is currently working on a large project that will produce a price elasticity formula for a number of agencies in the Western United States. This is a work in progress and it is hoped that the study will produce a number of useful tools for the District . Variables in the study include the rate of unemployment , inflation, rate tiering structure, bill layout, rainfall, temperature, income levels, Otay's specific rate structure, and other local community profile data. Alexander Tardy from the National Oceanic and Atmospheric Administration (NOAA ) will discuss water supply, temperature and precipitation . This topic will include historical patterns of rainfall and weather patterns such as El Nino and La Nina , and how forecasts are developed. In addition, staff will present how the budget for water sales is developed and will include presentations from the following staff: Finance Staff will present the topics of water sales budgeting including the current methodology that looks at historical trends, average usage per customer type , and the amount of water sold in each tier. This topic will also discuss that staff "normalizes" the past 12 months of data to adjust for the prior weather if it was either hot and dry or wet and cool. Engineering Staff will discuss how the economist data is included in the development of projected meter sales. This projection also includes historical data of development within the service area, communication with the developers, and master planning data . The data is then converted to EDUs and a six-year projection is developed for the purpose of budgeting capacity fees and meter growth. The District's Water Co nservation Manager will discuss factors that are influencing indoor and outdoor demand now and in the future. Some of these factors are driven by code changes that lower both indoor and outdoor demand , much of which are likely to be a permanent decrease in demand . Customers outdoor water usage is being increasingly influenced by the marketing of water smart landscapes promoted at outreach events and the Water Conservation Garden. The presentation will conclude with a discussion of options to consider incorporating into the future water sales budgeting process to further enhance the process . FISCAL IMPACT: ~ Joe Beachem, Chief Financial Officer None. STRATEGIC GOAL : Provide value by directing and managing the financial issues that are critical to the District. LEGAL IMPACT: None. Attachments : Attachment A -Factors Used In Budgeting for Water Sales Attachment B -Economic Update 2012 -2018 Attachment C -Reclamation -Managing Water in the West Attachment D -Water Supply, Temperature and Precipitation March 19, 2012 Attachment A Major Factors ◦Historic Sales (Rita Bell) ◦Weather (Alexander Tardy, NOAA) Other Factors ◦Price Elasticity (Dr. Steve Piper, Bureau of Reclamation) ◦Meter Sales (Alan Nevin, The London Group) ◦Economy (Alan Nevin, The London Group) ◦Conservation (William Granger) Alan Nevin, The London Group ◦Growth and Economy Steve Piper, Bureau of Reclamation ◦Price Elasticity Alexander Tardy, National Oceanic and Atmospheric Administration ◦Weather Alan Nevin The London Group (20 Minutes) Dr. Steve Piper Bureau of Reclamation (20 Minutes) Alexander Tardy National Oceanic and Atmospheric Administration (20 Minutes) Create baseline by starting with most recent 12 months (April 2011 through March 2012) ◦Customer Class and Meter Count ◦Sales by Month ◦Sales by Tier This baseline includes the factors of weather, the economy, growth, conservation, and price elasticity as experienced by the District. FY09 Actual FY10 Actual FY11 Projections FY11 Budget FY12 Budget SFR Single-Family 8,844,440 7,679,494 7,504,151 7,776,400 7,684,300 MM Master Meters 1,427,758 1,371,244 1,389,968 1,358,800 1,423,300 PC<10 Public and Commercial < 10" Meter 1,357,484 1,371,122 1,410,266 1,376,300 1,444,100 PC>10 Public and Commercial > 10" Meter 584,743 427,155 325,473 480,800 333,300 IRR 75&1 Agr, Lds and Comm .75" & 1" Meter 237,051 199,218 190,392 210,200 195,000 IRR 1.5&2 Agr, Lds and Comm 1.5" & 2" Meter 1,717,536 1,281,675 1,251,786 1,344,800 1,281,800 IRR >3 Agr, Lds and Comm > 3" Meter 229,167 163,237 70,655 184,700 72,400 REC75&1 Recycled .75" & 1.0" Meter 58,743 49,393 45,362 54,000 47,100 REC1.5&2 Recycled 1.5" & 2.0" Meter 1,435,274 1,295,264 1,207,536 1,384,300 1,253,900 REC3&4 Recycled 3.0" & 4.0" Meter 56,114 73,737 69,994 70,700 72,700 REC>6 Recycled > 6.0" Meter 441,258 355,567 339,637 362,200 352,700 TEMP75&1 Temporary .75" & 1.0" Meter 3,173 4,123 3,928 4,600 4,000 TEMP1.5&2 Temporary 1.5" & 2.0" Meter 7,012 2,436 2,290 3,200 2,300 TEMP>3 Temporary 1> 3.0" Meter 513,149 247,457 167,063 272,700 171,100 TOTAL TOTAL 16,912,902 14,521,122 13,978,501 14,883,700 14,338,000 Volume Change (663,904) (2,391,780) (542,621) 905,199 359,499 Potable 14,921,513 12,747,161 12,315,972 13,012,500 12,611,600 Rainfall (Inches) 9.15 10.55 12.01 FY09 Actual FY10 Actual FY11 Projections FY11 Budget FY12 Budget SFR Single-Family 17.0 14.7 14.3 14.8 14.8 MM Master Meters 155.1 143.4 145.0 140.7 140.7 PC<10 Public and Commercial < 10" Meter 76.8 80.2 82.4 76.0 76.0 PC>10 Public and Commercial > 10" Meter 8,121.4 5,932.7 5,424.6 8,013.3 8,013.3 IRR 75&1 Agr, Lds and Comm .75" & 1" Meter 55.8 62.2 43.8 49.2 49.2 IRR 1.5&2 Agr, Lds and Comm 1.5" & 2" Meter 166.6 126.3 123.0 133.1 133.1 IRR >3 Agr, Lds and Comm > 3" Meter 1,273.2 971.7 452.9 1,099.4 1,099.4 REC75&1 Recycled .75" & 1.0" Meter 51.5 42.9 41.1 45.0 45.0 REC1.5&2 Recycled 1.5" & 2.0" Meter 212.1 188.1 174.7 198.2 198.2 REC3&4 Recycled 3.0" & 4.0" Meter 519.6 614.5 583.3 589.2 589.2 REC>6 Recycled > 6.0" Meter 12,257.2 9,876.9 9,434.4 10,061.1 10,061.1 TEMP75&1 Temporary .75" & 1.0" Meter 16.5 21.5 20.5 24.0 24.0 TEMP1.5&2 Temporary 1.5" & 2.0" Meter 64.9 25.4 23.9 33.3 33.3 TEMP>3 Temporary 1> 3.0" Meter 411.2 229.1 143.5 249.7 249.7 TOTAL TOTAL 17.0 14.7 14.3 14.8 14.8 Single-Family Residential Projected Units % Distribution Rate Amount 1 - 5 hcf 944,400 12.30% $1.49 $ 1,407,200 6 - 10 hcf 3,316,900 43.20% $2.31 7,662,000 11 - 22 hcf 2,165,200 28.20% $3.00 6,495,600 over 23 hcf 1,251,500 16.30% $4.63 5,794,400 7,678,100 100.00% $ 21,359,200 - 100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000 900,000 1,000,000 Budget FY 2012 Residential Unit Sales by Tier Tier 1 Tier 2 Tier 3 Tier 4 Tier 1 Tier 2 Tier 3 Tier 4 Total 1 – 5 hcf 6 – 10 hcf 11 – 22 hcf > 23 hcf July 7.80% 42.10% 30.90% 19.20% 100.00% August 6.80% 40.80% 30.70% 21.70% 100.00% September 5.00% 37.80% 31.20% 26.00% 100.00% October 8.00% 41.60% 29.90% 20.50% 100.00% November 10.90% 44.60% 29.20% 15.30% 100.00% December 13.20% 46.30% 27.50% 13.00% 100.00% January 19.40% 48.50% 24.60% 7.50% 100.00% February 35.90% 44.40% 16.10% 3.60% 100.00% March 41.90% 41.50% 13.70% 2.90% 100.00% April 17.20% 47.70% 26.00% 9.10% 100.00% May 14.90% 47.50% 27.50% 10.10% 100.00% June 9.20% 43.30% 30.30% 17.20% 100.00% Average 15.85% 43.84% 26.47% 13.84% 100.00% Look at weather in past twelve months and 3 years prior rainfall and temperature Adjust back to “normal” rainfall year - 1.00 2.00 3.00 4.00 5.00 6.00 in c h e s Jul-0 9 Aug- 09 Sep- 09 Oct- 09 Nov- 09 Dec- 09 Jan- 10 Feb- 10 Mar- 10 Apr- 10 May- 10 Jun- 10 Jul- 10 Aug- 10 Sep- 10 Oct- 10 Nov- 10 Dec- 10 Jan- 11 Feb- 11 Mar- 11 Apr- 11 May- 11 Jun- 11 Jul- 11 Aug- 11 Sep- 11 Oct- 11 Nov- 11 Dec- 11 Jan- 12 Feb- 12 Rainfall Monthly (Inches) - - - - 0.12 2.28 3.38 2.28 0.68 1.78 0.01 0.02 0.02 - 0.03 2.18 0.88 5.00 0.31 2.13 1.46 0.26 0.36 0.03 - - 0.13 0.46 3.12 0.86 0.89 0.70 FY 2010-2012 Monthly Rainfall 18.2 18.0 17.0 14.7 14.2 14.4 0 2 4 6 8 10 12 14 - 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0 20.0 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 Inches Units Average Sales per Meter for Single-Family Residential Average Monthly Consumption Rainfall (Lindberg Field) 18.2 18.0 17.0 14.7 14.2 14.4 68.5 69 69.5 70 70.5 71 71.5 72 72.5 73 - 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0 20.0 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 Degrees Units Average Sales per Meter for Single-Family Residential Average Monthly Consumption Average Temperature 18.2 18.0 17.0 14.7 14.2 14.4 45 46 47 48 49 50 51 52 - 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0 20.0 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 ET Rate Units Average Sales per Meter for Single-Family Residential Average Monthly Consumption ET Rate 18.2 18.0 17.0 14.7 14.2 14.4 $- $0.50 $1.00 $1.50 $2.00 $2.50 $3.00 $3.50 - 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0 20.0 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 Cost Units Average Sales per Meter for Single-Family Residential Average Monthly Consumption Average Price/Unit - 100,000 200,000 300,000 400,000 500,000 600,000 700,000 2007 2008 2009 2010 2011 2012 Acre-Feet CWA Budget vs. Actual Sales CWA Budget CWA Sales - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 2007 2008 2009 2010 2011 2012 Acre -Feet Otay Budget vs. Actual Sales Otay Budget Otay Sales • Review historical data of development within service area, i.e., SAMPS, plans submitted, newspaper articles, etc. • Communicate with Developers to confirm sales progress and anticipated new construction and timing of completion • Compare information with Alan Nevin and supplement his research • Develop a final “draft” of six-year projection for the entire District • Numbers finalized for Budget workshop in May 2012 Methodology to Develop EDU’s Projections FY 2013 2318 1768 1677 589 484 558.5 427 440 649 676 882 948 1,057 0 500 1,000 1,500 2,000 2,500 EDU Sales Permanent Changes in Indoor Water Usage ◦Code changes influence indoor water use Chula Vista’s Green Building Code went into effect October 2009 for new construction (500+ homes) 1/1/2014: only High Efficiency Toilets (HETs) will be sold in California; use 30% less water than standard 1.6 gallons/flush 1/1/2014: only HE Urinals (.5 gallons/flush) can be sold in California ◦Waterwise Landscapes California Model Landscape Ordinance- new landscapes were required to be more efficient, effective 1/1/2010 18” setbacks from sprinklers to hardscape eliminates runoff No overhead sprinklers for areas narrower than 8 feet Maximum allowed water allowance for new and refurbished sites decreased by 10% 30,000 31,000 32,000 33,000 34,000 35,000 36,000 37,000 38,000 39,000 40,000 Ac r e -Fe e t Otay Service Area Demand Projection Unadjusted Baseline Demand Baseline Demand Adjusted for Plumbing Code WaterSense Program - products use 20% less water and have specific performance criteria WaterSense Products currently include: ◦Toilets ◦Showerheads ◦Faucets ◦Urinals Programs such as the Water Authority’s Water Smart and MET’s California Friendly® brand are beginning to have an impact in the region. ◦Home Depot’s Garden Friendly Plant Fairs Increased visitation to the Water Conservation Garden - over 40,000 visitors per year City of Chula Vista: no planned changes Large HOAs: Eastlake I, III: continue to take out turfgrass County of SD: continue to under irrigate Golf Courses: shrinking the amount of irrigated area Otay Customers: ◦Customer’s interest in saving water has grown steadily since 2005 ◦50% of the District’s customers indicated that higher water rates motivated them to conserve water and took specific steps to conserve water during the past 6 months Budget Growth by Customer Type Reexamine Percentages within Tiers Adjust Future Sales for Weather in Upcoming Year Adjust Future Sales for Price Elasticity Adjust Future Sales for Continued Conservation Questions? Economic Update (2012-2018) Otay Water District The London Group Realty Advisors Consultants to Real Estate Investors and Portfolio Managers Alan N. Nevin Principal & Director Litigation Support Practice (619) 269-4010 x5 alan@londongroup.com Attachment B The National Picture U.S. Unemployment Rate Pushes Downward U.S. Monthly Payroll Rises – but Not Enough First Time Claims for Unemployment Insurance Oil Prices move Erratically Upward New Vehicle Sales Looking Up The San Diego Economy Metropolitan Area % Change Rank 2010 2011 Change % Change Salt Lake City 1 617 637 20 3.2% Houston 2 2,567 2,643 76 3.0% San Jose 3 864 889 25 2.9% Tampa/St. Petersburg 4 1,122 1,150 28 2.5% Seattle 5 1,650 1,688 38 2.3% San Diego 6 1,234 1,261 27 2.2% Austin 7 770 786 16 2.1% Riverside/San Bernardino 8 1,119 1,142 23 2.1% Jacksonville 9 587 597 10 1.7% Raleigh 10 502 510 8 1.6% Source: Bureau of Labor Statistics London Group Realty Advisors 2.2012 Top Ten Metropolitan Areas % Employment Change 2010-2011 2010-2011Employment San Diego County Ranking in % Employment Change Payroll Employment – San Diego County Civilian Unemployment Rate – San Diego County Annual Payroll Employment by Job Category Visitor Spending on the Rise Quarter 2010 2011 2010 2011 1st 1,098,527,221$ 1,182,935,803$ 97,070,512$ 104,479,532$ 2nd 1,201,338,068$ 1,323,063,425$ 105,750,900$ 113,812,159$ 3rd 1,224,547,750$ 1,335,561,436$ 106,952,810$ 115,244,572$ total 3,524,413,039$ 3,841,560,664$ 309,774,222$ 333,536,263$ Change 1st-3rd Qtrs. 2010-2011 317,147,625$ 23,762,041$ % Change 9.0%7.7% Source: HdL The London Group Realty Advisors 2.2012 California San Diego Co. Sales Tax Point of Sale San Diego County & State of California San Diego Residential Real Estate S.D. County Foreclosures – on a Downward Path Residential Resales – South San Diego County Year # Closings Avg. Sales Price 2005 7,527 $693,476 2006 5,501 $716,132 2007 4,283 $753,418 2008 6,206 $487,876 2009 7,668 $398,174 2010 6,761 $434,590 2011 6,392 $448,495 Source: SANDICOR South San Diego County Annual Residential Sales 2005-2011 Quarter SD Co.Total owd OWD as % of SD Co. 1/2009 6,039 783 13% 2/2009 7,971 808 10% 3/2009 8,131 862 11% 4/2009 7,161 662 9% 1/2010 6,400 617 10% 2/2110 7,029 712 10% 3/2010 6,313 630 10% 4/2010 5,987 544 9% 1/2011 5,220 444 9% 2/2011 4,858 416 9% 3/2011 4,474 383 9% 4/2011 4,966 443 9% 4/2011 as % of 1/2009 57% Foreclosures San Diego County and Otay Water District Area 2009-2011 Commercial Real Estate San Diego County South County Commercial Not Doing Well Property Type Sq.Ft. Vacant Vacancy Rate Sq.Ft. Vacant Vacancy Rate Retail 901,384 5.0%6,946,036 5.1% Office 960,673 17.7%15,430,672 13.7% Industrial 3,627,671 13.8%13,011,164 8.0% Source: CoStar London Group Realty Advisors 3.2012 South S.D. County S D County Direct Vacancy Rates Commercial Real Estate San Diego County and South County 4th Quarter 2011 Real Estate Development Otay Water District Area 2012-2018 Style Remaining Units % Detached 611 49.4% Attached 627 50.6% Total 1,238 100.0% # Projects 28 Weeks of Supply (1)44.2 (1) at 1 Sale per Week per Project Source: Steve Aranoff Consultants The London Group Realty Advisors 2.2012 Unsold New Home Inventory Summary Eastern Chula Vista As of 2/12/2012 One-Year’s Inventory Remains in OWD Area Otay Water District Area Total Units Annual Avg. Single Family Detached 4,100 586 Condominium (1)3,450 493 Apartments 4,500 643 Total Multi-Family 7,950 1,136 Total Units 12,050 1,721 San Diego County Single Family Detached 17,600 2,514 Condominium (1)8,300 1,186 Apartments 23,000 3,286 Total Multi-Family 31,300 4,471 Total Units 48,900 6,986 OWD as % of County Single Family Detached 23.3% Condominium (1)41.6% Apartments 19.6% Total Multi-Family 25.4% Total Units 24.6% Multi-Family as % of Total OWD Area 66.0% San Diego County 64.0% The London Group Realty Advisors 2.2012 Summary: Projected Residential Construction Permits Otay Water District Area and San Diego County 2012-2018 (1) Townhomes, Garden, Mid-Rise and High-Rise Condominiums (conversions omitted) YEAR 2012 2013 2014 2015 2016 2017 2018 AVERAGE 2012-2018 Otay Water District Area Single Family Detached 450 300 450 600 700 800 800 586 Condominium (1)350 350 350 600 600 600 600 493 Apartments 400 300 600 800 800 800 800 643 Total Multi-Family 750 650 950 1,400 1,400 1,400 1,400 1,136 Total Units 1,200 950 1,400 2,000 2,100 2,200 2,200 1,721 San Diego County Single Family Detached 1,900 2,100 2,100 2,500 3,000 3,000 3,000 2,514 Condominium (1)500 600 800 1,200 1,600 1,800 1,800 1,186 Apartments 3,000 4,000 4,000 3,000 3,000 3,000 3,000 3,286 Total Multi-Family 3,500 4,600 4,800 4,200 4,600 4,800 4,800 4,471 Total Units 5,400 6,700 6,900 6,700 7,600 7,800 7,800 6,986 OWD as % of County Single Family Detached 24%14%21%24%23%27%27%23% Condominium (1)70%58%44%50%38%33%33%42% Apartments 13%8%15%27%27%27%27%20% Total Multi-Family 21%14%20%33%30%29%29%25% Total Units 22%14%20%30%28%28%28%25% (1) Townhomes, Garden, Mid-Rise and High-Rise Condominiums (conversions omitted) The London Group Realty Advisors 2.2012 Projected Residential Construction Permits Otay Water District Area & San Diego County 2012-2018 Comparison of Forecasts – 2011-2012 Single Family 2011 2012 2013 2014 2015 2016 2017 2018 2011 Forecast 250 375 375 450 450 450 450 2012 Forecast 450 300 450 600 700 800 800 Multi-Family 2011 Forecast 400 400 600 900 1,025 1,150 1,200 2012 Forecast 750 650 950 1,400 1,400 1,400 1,400 Total 2011 Forecast 650 775 975 1,350 1,475 1,600 1,650 2012 Forecast - 1,200 950 1,400 2,000 2,100 2,200 2,200 Total 2011-2014 2015-2017 2012-2015 2016-2018 22$ 26$ 52$ 54$ London Group Realty Advisors 3.2012 2011 2012 Residential (units) Comparison: Residential and Non-Residential Permits Projections Otay Water District 2011 and 2012 Forecast Non-Residential ($ millions) Year Office Retail Industrial Hotel Total Average Annual 2001-2005 $181 $145 $128 $60 $514 2006-2011 $141 $85 $72 $60 $359 2012-2014 $103 $70 $28 $27 $228 2015-2018 $143 $63 $67 $60 $333 Average Annual 2012-2014 $10 $35 $5 $3 $53 + 20% Miscellaneous $2 $7 $1 $1 $11 TOTAL $12 $42 $6 $3 $64 2015-2018 $14 $15 $10 $6 $45 + 20% Miscellaneous $3 $3 $2 $1 $9 TOTAL $17 $18 $12 $7 $54 OWD as % of SD County 2012-2014 12%60%21%12%28% 2015-2018 12%28%18%12%16% Note: Publically funded projects and remodeling excluded Source of Historic Data: Construction Industry Research Board London Group Realty Advisors 2.2012 San Diego County Otay Water District Non-Residential Permits (Historic and Projected) (in $Millions) Otay Water District and San Diego County 2001-2018 Annual Average ($ Millions) We provide a full range of advisory services for:  Developers  Investors  Lenders  Attorneys  Public Agencies www.londongroup.com The London Group Realty Advisors Alan Nevin (619) 417-1817 alan@londongroup.com Bureau of Reclamation Rate Study – The Effectiveness of Conservation Pricing in Reducing Water Demand Attachment C Participating entities •Contra Costa Water District •Eastern Municipal Water District •San Juan Capistrano •Irvine Ranch Water District •Western Municipal Water District •Carlsbad •Los Angeles Department of Water and Power •City of Henderson •Otay Water District •East Bay Municipal Utility District •Las Vegas Water District Residential data provided by participants •Over 600,000 total observations for single family residences in over 150 zip codes •Time period is 2000 through 2010 •Monthly use per connection •Customer water rates per unit of use by tier •Other charges and fees applied to bill •Days included in billing period •Service location •Lot size for some participants Additional obtained by Reclamation by Zip Code or community •Climate data – Precipitation, temperature, evapotranspiration •Median household income and per capita income •Unemployment rate •Median age of population •Median home value •Percentage of occupied homes that are single family detached •Percentage with a B.S. degree or higher. Basic Question to be evaluated •What impact does the price of water and various pricing structures have on the amount of water used? •The impact of price on the quantity of water consumed can be evaluated by estimating the price elasticity of demand. –Price elasticity of demand measures the percentage change in water use resulting from a change in price, holding all other factors constant. –A typical demand curve has a negative slope (law of demand), therefore an increase in price results in a decrease in quantity demanded. Basic Question to be evaluated •Price elasticity of demand example: –Suppose the price elasticity of demand for residential water is estimated to be -0.50 –This says that a 10% increase in price would lead to a 5% decrease in the quantity demanded for residential water. •Long run versus short run elasticity –Consumers are less price elastic in the short run because they need time to make adjustments related to the water price change. These adjustments could include investments in water saving devices and technology. –Short run elasticity < Long run elasticity Variables the Affect Residential Water Demand •Price – Average, marginal, lagged, real, nominal. •Income – Real or nominal. •Climate – Precipitation, temperature, evapotranspiration. •Macroeconomic factors – Affect of the recession. Change in income over time and change in unemployment over time. Most Important Variables the Affect Residential Water Demand •Price – Higher price leads to decreased quantity demanded. •Income – Higher income leads to increased demand. •Precipitation – Higher precipitation leads to decreased demand •Appearance of water bill What is the correct price to include in modeling water demand? What do individuals react to? •Average price – Average for all water used •Marginal price – Cost of last unit used •Lagged price from previous water bill •Preliminary regression results indicate that the lagged average price per unit of water was the best price variable Real versus nominal dollars •A nominal dollar value is a price that would actually be observed at any given time. •A real dollar value is a measure of purchasing power after removing price changes over time. Real dollars are measured in base years. •Most economists would argue that the real value is more indicative of economic value (Most of us know that prices increase over time and adjust our expectations accordingly). Models have been run using both. Unemployment as a macroeconomic variable •Unemployment is an indicator of recession impacts –Unemployment was included to account for the effects of the recession beyond the income effect. –In some cases unemployment was collinear with income, creating potential estimation problems. What are the climate variables to include in modeling water demand? –Precipitation –Temperature –Evapotranspiration –Some of the datasets provided ET –Data was also collected from the California Irrigation Management Information System –Precipitation was consistently the best explanatory variable. –Will look at using peak temperature rather that average temperature. Preliminary Otay Residential Results Variable Coefficient t - statistic Intercept ln lagged cost Per capita income Precipitation Median age Unemployment Adj. R-squared = .37 N = 17,764 -2.4854 -0.80355 0.000019 -0.21102 0.04211 -0.29906 -72.75 17.84 -44.01 26.34 -1.92 Caveats and Perspective •Results are preliminary, modifications will be made. •The elasticity estimates should be interpreted as long run elasticities. •Long run elasticity > short run elasticity •Therefore, cannot interpret the previous elasticity estimates as “If we increase price by X% we should expect to see a Y% decrease in per capita water use next month (or next year). Caveats and Perspective •Results are based on historical data that corresponds with historical actions that may not be repeated in the future. •Past programs may be one-time events, so future water use reductions may not be as pronounced •Uncertainty in the estimates from unknown future conditions as well as unexplained variance in the model. Caveats and Perspective •Results from a 1997 meta-analysis of residential price elasticities of demand (Espey, Espey, and Shaw; Water Resources Research, June 1997) indicated: –Studies between 1967 and 1993 had a range of price elasticities between -0.02 and -3.33 –Average elasticity was -0.51 –Short run median was -0.38 –Long run median was -0.64 •More recent Land Economics study indicated a mean of -0.41 for 300 studies. Next Steps •Modify current model: –Include seasonality variable. –Separate data into pre-recession and recession time periods and evaluate potential change in elasticity with recession. –Estimate best individual demand model for use in a meta-analysis. Next Steps •Meta-analysis would use price elasticity results from individual models and estimate a second model where: •Estimated Elasticity = f(tier structure, region alcharacteristics, bill format, others) •Individual entities will use individual elasticity estimates combined with the meta analysis results to evaluate effect of changing rate structures and other variables on elasticities. Questions and Discussion THE END spiper@usbr.gov Otay Water District Water Supply, Temperature and Precipitation March 19, 2012 Alex Tardy Warning Coordination Meteorologist NOAA National Weather Service Attachment D Introduction – The National Weather Service organization Climate Prediction Modeling Centers Hurricane Center Storm Prediction Aviation Center 123 Weather Forecast Offices 13 River Forecast Centers Tsunami Center Western Region HQ Our service area 10 million people served Statewide water supply Snow Pack/Preciptiation Local water supply Local water supply San Diego reservoirs Capacity Storage Capacity PCT Change (AF Seasonal Forecast Challenges In California Current and past conditions deep reservoir of cooler water Jet Stream 2011-12 Current and past conditions Departure from Normal Temperature and Percent of Normal Precipitation October 1 to March 4 Percent of normal precipitation since October 1, 2011 Precipitation Events October 4-5 November 4-5 November 12 November 20 (300 percent Nov) December 1 December 12 and 16 January 21-23 February 11-15 February 27 Normals and so far Monthly Normal Month San Diego Santa Ana Riverside February 2.27 3.39 2.51 March 1.81 2.14 1.66 April 0.78 0.87 0.77 May 0.12 0.21 0.15 Actual since July 1 Departure 6.16 -2.25 3.82 -7.71 3.72 -6.86 2011-12 climate San Diego Big Monthly Rainfall Winter October to April Month Year Total Precipitation October- April ENSO ONI January 1993 9.09 17.81 0.2 (neutral) January 1995 8.06 16.63 1.3 February 1998 7.65 16.19 2.5 March 1991 6.96 11.77 0.4 (neutral) March 1983 6.57 17.87 2.3 December 1965 6.60 14.74 1.5 January 1978 5.95 16.54 0.7 February 2005 5.83 22.35 0.7 January 1979 5.82 14.03 -0.1 (neutral) November 1965 5.82 14.74 1.5 January 1980 5.58 14.96 0.5 December 2010 5.00 12.18 -1.4 2010-11 2011-12 climate What does that mean? All years (October to April) for San Diego October to April normal is 9.94 inches Normal for San Diego (10.33), Oceanside (9.82), Riverside (9.82), Santa Ana (13.05), and Lake Arrowhead (37.37) Normal La Nina El Nino Last Year -4 -3 -2 -1 0 1 2 3 0 5 10 15 20 25 EN S O Precipitation ENSO (NDJ) PDO DEC DJF AO Linear (ENSO (NDJ)) La Nina (ENSO) status La Nina status Circled is current Moderate La Nina ends and rapid weakening expected through May Last Year NOW La Nina (ENSO) status La Nina Warming Circled is current Subsurface ocean is warming Sea surface tempeatures Depth of cool water Warming 2010 to 2012 patterns December 20-22, 2010 Deep moisture, waves of rain, high snow levels Dry and Cold Cool Santa Ana 2010 to 2012 patterns Extended Dry Periods Cool showers and low snow levels High Pressure/Cold Air Shallow Great Basin Passing Weather System to East 2011-12 climate Its more than La Nina, MJO! Deep moisture plume pointed at Southern California across the east Pacific poised to move onshore Friday evening December 17 Jet Stream highest moisture in yellow and red BIG storms LAST YEAR WEATHER AND IMPACT Precipitation Total Heavy Rain and Flooding Turn Around Don’t Drown Flooding and Landslides ENSO La Nina Comparison 2010-2011 This La Nina for California was much wetter Subtropical Moisture in Purple L San Diego Hodges February 28, 2011 2010-2011 La Nina October to March WET DRY Compared to new Normal (average) 2010-11 Compared to 1981-2010 ENSO years of the past combined (November to March) Subtropical Moisture in Purple L San Diego Hodges February 28, 2011 El Nino La Nina Drier Wetter La Nina and 2010-11 Comparison Prediction Temperature TREND Temperature TREND La Nina El Nino February – March - April Prediction Temperature TREND Temperature TREND La Nina El Nino July-August-September Prediction Precipitation TREND Precipitation TREND La Nina El Nino December-January-February Prediction Precipitation TREND Precipitation TREND La Nina El Nino February-March-April May to September Temperature La Nina Correlation for May to October for ENSO Correlation for Temperature June to September with ENSO May temperature anomaly La Nina years May to June Temperature Anomaly La Nina Years June to July Temperature Anomaly La Nina years July to August Temperature Anomaly La Nina Using New Normal 1981 to 2010 Compared to 1950 to 2007 average Oct to Apr Dec to Feb La Nina break down per CLIMATE ZONE and monthly periods DRY WET All La Nina years La Nina Precipitation November December January February Outlook for March Precipitation and Temperature Outlook for March 40 percent or slightly greater chance of BELOW normal Precipitation for March Temperature outlook May-June-July Temperature outlook July –August- September Temperature outlook September-October-November Precipitation outlook May-June-July Precipitation outlook July-August-September Precipitation outlook September-October-November