HomeMy WebLinkAboutItem 4City of Lakeville
Finance Department
Memorandum
To: Mayor and Council
Justin Miller, City Administrator
From: Shayne Ratcliff, Lakeville Arenas Manager
Jerilyn Erickson, Finance Director
Date: March 25, 2019
Subject: Lakeville Arenas Recap
The purpose of this report is to provide the Council with an update on the Lakeville Arenas
organization including current operations and future planning needs.
Background
The Lakeville Arenas is a Joint Powers Organization between the City of Lakeville and ISD 194.
The Arenas organization is responsible for overseeing all aspects of the Lakeville Ames and
Lakeville Hasse Arenas including day-to-day operations, repairs and long-term capital
improvement planning.
Details
In 2018, the Arenas saw a continued growth in Learn To Skate participants, dry floor events
and community public skating. The newly approved Facility Use Policy, signed in March 2019,
will help to maximize historically “non-desirable” hours to be reserved through the ice draft
process resulting in increased revenues beginning in 2020.
Renewed Partnerships
The Arenas recently finalized long term partnerships with both the Lakeville Hockey
Association and the Heritage Figure Skating Club to provide dedicated ice time to both
organizations in exchange for an annual contribution to be used for arena improvements.
These agreements will generate $80,000 annually and will focus on items such as expanded
parking, off-ice training areas and expanded seating.
Capital Improvement Needs
Originally constructed in 1994, the major mechanical equipment including ice plant, ice
floors, dasher boards and dehumidification systems at Ames Arena have reached their useful
life expectancy. A federal mandate to eliminate the use of R-22 Freon refrigerant beginning in
2020 has resulted in significant increases to maintain the current ice plant system and
concern over long-term availability of resources. In addition to the ice plant operation, the ice
floor on Ames #1 has several glycol leaks and requires additional attention to ensure ice
conditions are safe and playable.
The long-term Capital Improvement Plan has scheduled the replacement of the ice making
systems and other major mechanicals through a multiyear project in 2020/2021.
In an effort to maximize arena operations through energy efficient equipment, the Arenas
consulted with APEX Efficiency Solutions in 2018 to perform a Directed Engineering Study
regarding the ice plant and equipment replacement project. The results of this study have
identified several ways to improve building efficiency through upgraded lighting, building
management controls and building envelope improvements to reduce annual operating
expenses by over $100K annually once the project is complete.
Copies of the APEX proforma and cashflow are attached. Staff still need to review the
assumptions built into the proforma.
A copy of the 2019 budget/capital reserve fund projections is also attached. The fund balance
projections show a deficit after accounting for required debt payments. Further discussion
will be needed regarding other funding sources to fund these capital improvements.
Council Direction
Staff is providing this material to inform the city council of upcoming capital needs as well as
funding scenarios. It should be noted that the attached projections reflect the issuance of
debt, which would need to be provided through general obligation or bond referendum, or
lease purchase financing.
Attachments: APEX Proforma and Cashflow
2019 Budget – Capital Reserve Fund Projections
Facility Solutions Efficiency Solutions Arena Solutions
Location Cost
Guaranteed
Utility
Savings
One Time
Operational
Savings
Annual O&M
Savings
Potential
Incentives Net Cost
Simple
Payback
Ames Arena $98,117 $4,650 $0 $980 $7,554 $90,563 16.1
Rink 1 - Option A $63,610 -$120 $0 $0 $0 $63,610 -530.1
Ames Arena $61,956 $3,940 $0 $0 $0 $61,956 15.7
Ames Arena $4,930,828 $18,000 $0 $7,000 $0 $4,930,828 197.2
Ames Arena $14,370 $1,200 $0 $90 $0 $14,370 11.1
Ames Rink 2 $71,387 $3,620 $0 $0 $0 $71,387 19.7
Ames Arena $6,285 $640 $0 $0 $0 $6,285 9.8
Ames Arena $508,285 $0 $0 $0 $10,500 $497,785 N/A
Ames Arena $251,625 $0 $0 $0 $0 $251,625 N/A
Ames Arena $539,231 $0 $0 $0 $0 $539,231 N/A
Ames Arena $414,714 $0 $0 $0 $0 $414,714 N/A
ARR Option $0 $28,512 $0 $0 $0 $0 0.0
$6,960,409 $60,442 $0 $8,070 $18,054 $6,942,355 101.3
Hasse Arena $3,460 $270 $0 $0 $0 $3,460 12.8
Hasse Arena $16,277 $1,200 $0 $0 $0 $16,277 13.6
Hasse Arena $125,578 $8,000 $0 $1,685 $10,750 $114,828 11.9
Hasse Arena $179,869 $7,170 $0 $0 $800 $179,069 25.0
Hasse Arena $73,869 $3,620 $0 $1,000 $0 $73,869 16.0
Hasse Arena $46,942 $1,680 $0 $0 $0 $46,942 27.9
ARR Option $0 $6,500 $0 $0 $0 $0 0.0
$445,994 $28,440 $0 $2,685 $11,550 $434,444 14.0
Ice Arena Projects $100,000 $0 $0 $0 $0 $100,000 N/A
$39,680 $0 $0 $0 $0 $39,680 N/A
$7,546,083 $88,882 $0 $10,755 $29,604 $7,516,480 75.4Totals - Ice Arenas Only
Hasse Ice Arena - Improvements
New Ammonia System, Building 2020, New
Floor in 2021
Contingency - Funds for additional scope to
be determined later by the owner
HVAC Controls - Adding Controls on the
existing Dehumidification unit and Locker
Room Units
Low-E Ceiling - Install a new Low-E ceiling
DES
Lighting Upgrade - Replace existing lighting
with LED retrofit technology.
Replacement of 2nd DHU - Replacing
second unit with gas heat
Lighting Upgrade - Replace existing lighting
with LED retrofit technology. (TUBES)
BRR Replacement - Replace existing BRR
unit with new gas fired Dehumid unit
Dasher Boards - Two rinks of Dasher Boards
Refrigeration Controls - Adding controls to
the existing R-22 System for energy
efficiency
Low-E Ceiling - Install a new Low-E ceiling on
Rink 2
Building HVAV Controls - Install a new BAS
system for the existing roof top units
Solar Gardens - Xcel
Solar Gardens - Xcel
Building Envelope Improvements - seal
envelope wall/ceiling, doors and windows.
Work Description
Ames Ice Arena - Improvements
Window Film - Install new window film on
the exterior windows
Other
Ames Improvements - Sub Total
Building Envelope Improvements - seal
envelope wall/ceiling, doors and windows.
Boiler Plant - Install new boiler plant for
heating both rinks and provide heat for the
Snow Melt Pit
Water Savings - Provide new water savings
flushing and sinks for low flow systems
Lighting Upgrade - Replace existing lighting
with LED retrofit technology. (TUBES)
Private and Confidential 2/28/2019 1 of 1
Facility Solutions Efficiency Solutions Arena Solutions
February 28, 2019
Guaranteed Cost 7,546,083$
Incentives & Grants 29,604$
Client Contribution 5,650,000$
Project Net Cost 1,866,480$
Annual Utility Savings 53,870$
Annual O&M Savings 10,755$
Annual Solar Savings 35,012$
Cashflow Period 20 years
Cumulative Cash Position 115,248$
Finance Amount 1,866,480$
Finance Term (years)20 years
Finance Interest Rate (%)3.25%
Payments/yr 4
Year 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038
Period 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Escalation Rate
Annual Utility Savings 3.2%55,594$ 57,373$ 59,209$ 61,103$ 63,059$ 65,077$ 67,159$ 69,308$ 71,526$ 73,815$ 76,177$ 78,615$ 81,130$ 83,726$ 86,406$ 89,171$ 92,024$ 94,969$ 98,008$ 101,144$
O&M Savings 1.0%10,862$ 10,971$ 11,081$ 11,192$ 11,303$ 11,416$ 11,531$ 11,646$ 11,762$ 11,880$ 11,999$ 12,119$ 12,240$ 12,362$ 12,486$ 12,611$ 12,737$ 12,864$ 12,993$ 13,123$
Solar Garden Savings 28,512$ 29,791$ 31,133$ 32,542$ 34,018$ 35,565$ 37,185$ 38,879$ 40,651$ 42,502$ 44,436$ 46,455$ 48,562$ 50,759$ 53,050$ 55,437$ 57,923$ 60,512$ 63,207$ 66,011$
Total Annual Savings 94,968$ 98,135$ 101,423$ 104,837$ 108,381$ 112,058$ 115,874$ 119,833$ 123,939$ 128,197$ 132,612$ 137,189$ 141,932$ 146,848$ 151,942$ 157,219$ 162,685$ 168,346$ 174,208$ 180,278$
Financing Payment (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$ (127,283)$
Principal (112,527)$ (113,088)$ (113,668)$ (114,267)$ (114,886)$ (115,525)$ (116,185)$ (116,867)$ (117,571)$ (118,298)$ (119,049)$ (119,825)$ (120,627)$ (121,455)$ (122,310)$ (123,193)$ (124,105)$ (125,048)$ (126,021)$ (127,026)$
Interest (14,756)$ (14,194)$ (13,615)$ (13,016)$ (12,397)$ (11,758)$ (11,098)$ (10,416)$ (9,712)$ (8,985)$ (8,233)$ (7,457)$ (6,656)$ (5,828)$ (4,973)$ (4,090)$ (3,177)$ (2,235)$ (1,262)$ (256)$
Annual Cash Position (32,314)$ (29,148)$ (25,860)$ (22,446)$ (18,902)$ (15,224)$ (11,408)$ (7,450)$ (3,344)$ 914$ 5,329$ 9,906$ 14,650$ 19,565$ 24,659$ 29,936$ 35,402$ 41,063$ 46,925$ 52,995$
Cumulative Cash Position (32,314)$ (61,462)$ (87,322)$ (109,768)$ (128,670)$ (143,895)$ (155,303)$ (162,753)$ (166,096)$ (165,182)$ (159,853)$ (149,947)$ (135,297)$ (115,732)$ (91,073)$ (61,137)$ (25,735)$ 15,328$ 62,253$ 115,248$
$(40,000)
$(30,000)
$(20,000)
$(10,000)
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
$(40,000)
$(30,000)
$(20,000)
$(10,000)
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
15
Capital Reserve Fund
The purpose of the Capital Reserve Fund is to provide a financial framework for replacement
of the arena infrastructure as it ages including, but not limited to, roofs, dehumidification, and
refrigeration systems.
The following is a summary of the Capital Reserve Fund Budget.
16
The Capital Reserve Fund reflects debt being issued to fund major capital upgrades starting
in 2020. The repayment of the debt is shown here for purposes of showing the impact on
fund balances and General Fund transfers. Further discussion would be needed regarding
other funding sources (e.g. ISD#194, City of Lakeville, LHA, etc). Separate debt service
funds would be established.