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HomeMy WebLinkAboutOrdinance 41-O-25, Authorizing the City to Borrow Funds from the Illinois Environmental Protection Agency Public Water Supply Loan Program5/12/25 41-O-25 AN ORDINANCE Authorizing the City to Borrow Funds from the Illinois Environmental Protection Agency Public Water Supply Loan Program WHEREAS, the City of Evanston, in the County of Cook, Illinois (the “City”) operates its public water supply system (“the System”) and in accordance with the provisions of the provisions of Section 6(a) of Article VII of the 1970 Constitution of the State of Illinois and the Local Government Debt Reform Act, 30 ILCS 350/1 et seq. (collectively “the Act”); and WHEREAS, the Mayor and City Council of the City (the “Corporate Authorities”) have determined that it is advisable, necessary, and in the best interest of the public health, safety and welfare to improve the System including the following: Reliability improvements to the Evanston Water Plant electrical system, including electrical generators, medium voltage switchgear, low voltage switchgear, miscellaneous electrical improvements, building expansion, and related civil, structural, architectural, mechanical, and instrumentation and control work. together with any land or rights in land and all electrical, mechanical or other services necessary, useful or advisable to the construction and installation (the “Project”), all in accordance with the plans and specifications prepared by the consulting engineers of the City, which Project has a useful life of 35 years; and WHEREAS, the estimated cost of constructing and installing the Project, including engineering, legal, financial, and other related expenses is Twenty Four Million Two Hundred Thousand dollars ($24,200,000) and there are insufficient funds on hand and lawfully available to pay such costs; and Page 1 of 6 41-O-25 WHEREAS, the loan shall bear an interest rate as defined by 35 Ill. Adm. Code 662, which does not exceed the maximum rate authorized by the Bond Authorization Act, as amended, 30 ILCS 305/0.01 et seq., at the time of the issuance of the loan; and WHEREAS, the principal and interest payment shall be payable semi- annually and the loan shall mature in twenty (20) years, which is within the period of useful life of the Project; and WHEREAS, the costs are expected to be paid for with a loan to the City from the Public Water Supply Loan Program through the Illinois Environmental Protection Agency, the loan to be repaid from revenues from the System and the loan is authorized to be accepted at this time pursuant to the Act; and WHEREAS, in accordance with the provisions of the Act, the City is authorized to borrow funds from the Public Waters Supply Loan Program in the aggregate principal amount of Twenty Four Million Two Hundred Thousand dollars ($24,200,000) to provide funds to pay the costs of the Project and; WHEREAS, the loan to the City shall be made pursuant to a Loan Agreement, including certain terms and conditions between the City and the Illinois Environmental Protection Agency; NOW THEREFORE, BE IT ORDAINED BY THE CORPORATE AUTHORITIES OF THE CITY OF EVANSTON, COOK COUNTY, ILLINOIS AS FOLLOWS: Page 2 of 6 41-O-25 SECTION 1: The Corporate Authorities hereby find that the recitals contained in the preambles are true and correct, and incorporate them into this Ordinance by this reference. SECTION 2: It is necessary and in the best interests of the City to construct the Project for the public health, safety and welfare, in accordance with the plans and specifications, as described; that the System continues to be operated in accordance with the provisions of the Illinois Environmental Protection Act, 415 ILCS 5/1 et seq.; and that for the purpose of constructing the Project, it is hereby authorized that funds be borrowed by the City in the aggregate principal amount (which can include construction period interest financed over the term of the loan) not to exceed Twenty Four Million Two Hundred Thousand dollars ($24,200,000). SECTION 3: The Corporate Authorities may adopt additional ordinances or proceedings supplementing or amending this Ordinance, providing for entering into the Loan Agreement with the Illinois Environmental Protection Agency, prescribing all the details of the Loan Agreement, and providing for the collection, segregation and distribution of the revenues of the System, so long as the maximum amount of the Loan Agreement as set forth in this Ordinance is not exceeded and there is no material change in the project or purposes described herein. Any additional ordinances or proceedings shall in all instances become effective in accordance with the Act or other applicable laws. This Ordinance, together with such additional ordinances or proceedings, shall constitute complete authority for entering into the Loan Agreement under applicable law. However, notwithstanding the above, the City may not adopt additional ordinances or amendments which provide for any substantive or material change in the Page 3 of 6 41-O-25 scope and intent of this Ordinance, including but not limited to interest rate, preference or priority of any other ordinance with this Ordinance, parity of any other ordinance with this Ordinance, or otherwise alter or impair the obligation of the City to pay the principal and interest due to the Public Water Supply Loan Program without the written consent of the Illinois Environmental Protection Agency. SECTION 4: Repayment of the loan to the Illinois Environmental Protection Agency by the City pursuant to this Ordinance is to be solely from the revenue derived from revenues of the System, and the loan does not constitute an indebtedness of the City within the meaning of any constitutional or statutory limitation. SECTION 5: The City Manager is hereby authorized to make an application to the Illinois Environmental Protection Agency for a loan through the Public Water Supply Loan Program, in accordance with the loan requirements set out in 35 Ill. Adm. Code 662. SECTION 6: The Corporate Authorities hereby authorize acceptance of the offer of a loan through the Public Water Supply Loan Program, including all terms and conditions of the Loan Agreement as well as all special conditions contained therein and made a part thereof by reference. The Corporate Authorities further agree that the loan funds awarded shall be used solely for the purposes of the project as approved by the Illinois Environmental Protection Agency in accordance with the terms and conditions of the Loan Agreement. SECTION 7: The City has outstanding bonds, payable from revenues of the system, that are senior to the loan authorized by this Ordinance, and the City establishes an account, coverage, and reserves equivalent to the account(s), coverage(s) and Page 4 of 6 41-O-25 reserve(s) as the senior lien holders in accordance with 35 Ill. Adm. Code 662.350(a)(9)(C)(PWS). SECTION 8: The City Manager is hereby authorized and directed to execute the Loan Agreement with the Illinois Environmental Protection Agency. The Corporate Authorities may authorize by resolution a person other than the City Manager for the sole purpose of authorizing or executing any documents associated with payment requests or reimbursements from the Illinois Environmental Protection Agency in connection with this loan. SECTION 9: If any section, paragraph, clause or provision of this Ordinance is held invalid, the invalidity of such section, paragraph, clause or provision shall not affect any of the other provisions of this Ordinance. SECTION 10: All ordinances, resolutions, orders, or parts thereof, which conflict with the provisions of this Ordinance, to the extent of such conflict, are hereby repealed. Introduced: _________________, 2025 Adopted: ___________________, 2025 Approved: ________________________, 2025 _______________________________ Daniel Biss, Mayor Attest: _______________________________ Stephanie Mendoza, City Clerk Approved as to form: _______________________________ Alexandra B. Ruggie, Corporation Counsel Page 5 of 6 2025 Budget 20302029202820272026 Retail Water Rate Increase 23.3%13.5%13.5%13.5%13.5%3.5% Operating Revenues User charge (metered retail) revenue 13,957,772 15,842,071 17,980,751 20,408,152 23,163,253 23,973,967 Wholesale Revenue (Skokie, Northwest Water Commission, Morton Grove/Niles, Lincolnwood)14,109,519 14,356,078 17,249,709 17,697,782 18,246,057 19,721,732 Misc. Fees and Revenue 1,012,650 828,053 1,194,120 1,210,883 1,238,870 1,267,930 Interest Income 2,309 2,670 2,832 2,823 2,767 2,777 Total Operating Revenues 29,082,250 31,028,872 36,427,412 39,319,640 42,650,947 44,966,405 Operating Expenses Salaries & Wages 6,463,335 6,589,193 6,964,008 7,138,109 7,316,561 7,499,475 Benefits 1,676,930 1,752,352 1,831,354 1,914,109 2,000,800 2,091,619 Engineering fees (Studies)1,253,000 657,250 529,851 407,996 417,286 651,837 Utilities 1,030,200 1,061,106 1,092,939 1,125,727 1,159,499 1,194,284 Repairs and maintenance 405,800 417,974 430,513 443,429 456,731 470,433 Supplies 2,159,370 2,223,271 2,258,044 2,293,612 2,329,997 2,367,220 Miscellaneous 1,146,900 1,167,777 1,189,580 1,212,038 1,235,169 1,258,994 Total Operating Expenses 14,135,535 13,868,923 14,296,290 14,535,019 14,916,043 15,533,863 TOTAL OPERATING INCOME 14,946,716 17,159,949 22,131,122 24,784,621 27,734,904 29,432,542 Non Operating Revenues (Expenses) Debt Service (Princial and Interest) - Existing prior to this loan, GO Bonds and IEPA SRF Debt Service (5,116,079) (5,118,664) (5,119,947) (5,118,846) (5,113,335) (5,084,697) Transfers (Other Fund, General Fund, Insurance Fund)(4,794,135) (4,931,308) (5,072,463) (5,217,716) (5,374,248) (5,535,475) Minor Capital Outlay (768,000) (473,240) (274,987) (181,787) (303,640) (211,750) New GO Bonds 17,734,820 26,954,600 24,743,332 23,434,199 20,050,203 20,544,947 WIFIA Proceeds - 36"/42" Intake Replacement 20,386,000 - - - - - IEPA SRF - Loan Proceeds 36"/42" Intake Replacement (L17-3797)5,712,567 - - - - - 4160V Electrical System Reliability Project (L17-6577)3,300,000 7,000,000 7,000,000 6,900,000 - - Filter Plant Reliability - 11,500,000 11,500,000 11,500,000 11,500,000 - Prioritized LSLR - 2,300,000 5,000,000 5,000,000 5,000,000 - Small Diameter Water Main Lining (L17-5393)- - 1,300,000 - - - Large Diameter Water Main Lining - - - - 2,000,000 - Total Non-Operating Income (Loss)36,455,173 37,231,389 39,075,935 36,315,850 27,758,980 9,713,024 Net Change in Position Before Capital Items 51,401,888 54,391,338 61,207,057 61,100,471 55,493,884 39,145,567 Capital Items Capital Projects Funded with Cash (2,725,000) (1,969,600) (5,092,000) (4,793,000) (3,862,000) (784,440) Capital Projects Funded with GO Bonds (17,734,820) (26,954,600) (24,743,332) (23,434,199) (20,050,203) (20,544,947) Capital Projects Funded with WIFIA (Intake)(20,386,000) - - - - - Capital Projects Funded with SRF Loans 36"/42" Intake Replacement (L17-3797)(5,712,567) - - - - - 4160V Electrical System Reliability Project (L17-6577)(3,300,000) (7,000,000) (7,000,000) (6,900,000) - - Filter Plant Reliability - (11,500,000) (11,500,000) (11,500,000) (11,500,000) - Prioritized LSLR - (2,300,000) (5,000,000) (5,000,000) (5,000,000) - Small Diameter Water Main Lining (L17-5393)- - (1,300,000) - - - Large Diameter Water Main Lining - - - - (2,000,000) - New Debt Service - GO Bonds (627,957) (2,041,987) (4,191,127) (6,163,958) (8,032,410) (9,631,049) New Debt Service - WIFIA (36"/42" Intake Replacement)- - - (952,193) (952,193) (952,193) New Debt Service - IEPA SRF 36"/42" Intake Replacement (L17-3797)- (2,019,654) (2,019,654) (2,019,654) (2,019,654) (2,019,654) 4160V Electrical System Reliability Project (L17-6577)- - - - (1,461,491) (1,461,491) Filter Plant Reliability - - - - (2,834,308) Prioritized LSLR - (76,667) (243,333) (410,000) (576,667) (576,667) Small Diameter Water Main Lining (L17-5393)- (80,100) (80,100) (80,100) Large Diameter Water Main Lining (123,231) Total Capital Items (50,486,344) (53,862,508) (61,089,446) (61,253,104) (55,534,717) (39,008,080) NET CHANGE IN POSITION 915,545 528,830 117,611 (152,633) (40,834) 137,487 Beginning Water Fund Reserve 4,161,637$ 5,077,182$ 5,606,012$ 5,723,622$ 5,570,989$ 5,530,155$ Ending Water Fund Reserve 5,077,182$ 5,606,012$ 5,723,622$ 5,570,989$ 5,530,155$ 5,667,642$ Target Water Fund Reserve 5,800,000$ 5,800,000$ 5,800,000$ 5,800,000$ 5,800,000$ 5,800,000$ Estimated - Next 5 Years, Starting with Current Fiscal Year Five-Year Projection of Revenues, Operations, Maintenance, and Debt Service City of Evanston 4160V Electrical System Reliability Project IEPA SRF PWSLP - L17-6577 Page 6 of 6