STANDARD & POOR'SRECF=D
55 W to 5t et 38th FI
STANDARD
&POOR'S
October 13, 2010
City of Clearwater
Municipal Services Building
lCT a
l 2 ti., ?-sa!
Finance Department
100 South Myrtle Avenue
Clearwater, FL 33756--5520
Attention: Ms. Margaret L. Simmons, Finance Director
a r re , onr
New York, NY 10041.0003
W 212 438.2066
reference no.: 1143371
Re: US$47,645,000 City of Clearwater, Florida, Water & Sewer Revenue Refunding Bonds,
Series 2010, dated: Date of Delivery, due: December I, 2032
Dear Ms. Simmons:
Pursuant to your request for a Standard & Poor's rating on the above-referenced obligations, we
have reviewed the information submitted to us and, subject to the enclosed Terms and Conditions,
have assigned a rating of "AA-". Standard & Poor's views the outlook for this rating as stable. A
copy of the rationale supporting the rating is enclosed.
The rating is not investment, financial, or other advice and you should not :and cannot rely upon
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Ms. Margaret L. Simmons
Page 2
October 13, 2010
information and the documents. Standard & Poor's may change, suspend, withdraw, or place on
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& Poor's reserves the right to request additional information if necessary to maintain the rating.
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1 ?C'Z?Lz LC
and
enclosures
cc: Mr. Matthew Sansbury, Vice President
Raymond James & Associates, Inc.
Primary Credit AnaWts:
Le T 4uach
New York
(1)212-438-5544
le quach@
standardandpoors.corn
Secondary Credit Analysts:
John 5ugden-Castilla
New York
(1) 212-438-1670
john_sugdenG
standardandpoors.com
RadngsDirect
Publication Date
Oct. 14, 2010
Clearwater, Florida
US$47-M mil wtr & swr rev rldg bnds ser 2M0 due 12/ IrM
Long Term Rating
AA-/Stable
New
Clearwater wtr & swr
Long Term Rating AA-/Stable Affirmed
Rationale
Standard & Poor's Ratings Services has assigned its `AA-` long-term rating and stable outlook
to Clearwater, Fla.'s series 2010 water and sewer revenue refunding bonds and affirmed its
`AA-` long-term rating on the city's previously rated water and sewer revenue bonds.
The `AA-` rating reflects our view of the system's:
¦ Diverse, primarily residential customer base with a strong historical collections rate;
¦ Strong rate-setting practices with annual rate increases approved through fiscal 2013;
Strong historical debt service coverage by net revenues;
¦ Strong working capital levels; and
¦ Limited additional capital needs.
These factors are offset, in our opinion, by a weakened local economy partly due to the
slowdown in construction activity in the region.
Net revenues of the water and sewer system secure the bonds. We understand officials will
use bond proceeds to refund all or portions of its outstanding series 2002 water and sewer
revenue bonds.
Clearwater is in Pinellas County, about 30 miles from Tampa. The city operates a water,
sewer, and reclaimed water system that serves an estimated area population of roughly
107,000. According to management, the population of the mostly built-out city should remain
level over the next few years. The city's jobless rates tracked below national averages in 2008
CWVW01w, Nc?raL-
and 2009, but have stetted to climb in 2010. I-or June 2010, the city's unemployment rate stood at
10.8% (not seasonally adjusted), City income levels, as measured by median household effective buying
income, are, in our opinion, good at 93% of the state's level and 90% of the nation's level for 2009.
The system's customer base is primarily residential, with commercial accounts accounting for about
18%_ In addition, customer growth has been largely flat over the past three audited fiscals and
management is projecting it to remain steady through fiscal 2019. Collection rates have also remained
strong, and management has indicated that the number of delinquent payments and total accounts
disconnected remained steady or decreased during fiscal 2009 and up to August 2010.
The water system consists of two conventional groundwater treatment plants and one reverse
osmosis plant as well as interconnections with Pinellas County Utilities water system for the wholesale
purchase of water. The agreement with the county allows the city to purchase up to 15 million gallons
per day (mgd). The city currently purchases about 9 rngd. The city wellfield is permitted to withdraw
up to 6.25 mgd from the Floridan Aquifer, and the combined water treatment permitted capacity is 25
mgd. Pour ground-level storage reservoirs and two elevated tanks provide 22 million gallons of storage
capacity . In addition, the sewer system consists of three wastewater treatment plants with a total
treatment capacity of 28.5 mgd, providing, in our view, ample capacity to meet the city's needs.
Water consumption has decreased over the past five years due to increased water conservation
efforts, in response to a regional drought and increased participation in the city's reclaimed water
program. Average daily demand dropped to 11.5 mgd in 2009 from 14.2 mgd in 2405. The system's
projections show consumption remaining flat for fiscal 2010, then increasing 0.4% for fiscals 2011 to
2019.
Rates for both systems remain comparable with surrounding utilities despite annual rate increases.
For a less than one-inch residential connection, combined water and sewer charges total $65.52 (for
7,544 gallons). In Oct_ 1, 2008, the system approved a multiyear rate schedule that increased rates
annually through 2011. Management reports that in fiscal 2013, the city council will be asked to
confirm previously approved rate increases of 6.0% for fiscals 2012 and 2013 and approve 4.5%
annual rate increases for fiscals 2014 to 2016.
In our opinion, the system's financial performance has been strong in recent years due to its track
record of annual rate increases and a manageable capital improvement plan (CIP). Annual debt service
(ADS) coverage since fiscal 2006 has ranged from 1.4x to 1.9x. Unrestricted cash and investment levels
have also been strong despite some use of cash to fund capital improvements in fiscal 2048. In audited
fisca12009, cash reserves significantly improved to $28 million, or a strong 2SS days' operations. Based
on the city's projections, ADS coverage is estimated to remain strong at 1.3x or higher through fiscal
2019.
The city's CIP is modest and totals approximately $153 million for fiscals 2010 to 2015. We
understand the city anticipates issuing $16.1 million in fiscal 2012 and $21.5 million in fiscal 2414.
The associated projects were initially planned for fiscal 2011 and 2413, respectively, but due to
decreased consumption patterns and projected modest growth in its customer base, management
reports that these projects have been delayed slightly.
Under the bond ordinance, the city has covenanted to maintain rates that yield net revenues equal to
115% of ADS. Bond provisions also include a 1.2x maximum annual debt service (MADS) additional
bonds test and a reserve funded at MADS.
5tand4rd & Poor.; I ANALYZ 2
Clearwater, Florida
Outlook
The stable outlook reflects our expectation that the system will continue to maintain strong financial
operations due to its regular rate increases and modest CIP. We believe rating improvement is likely
limited due to the service area's softening economy, although the effects on the system's finances have
thus far been small. We further expect capital projects to remain manageable over the rating horizon
and to be largely funded by additional debt.
Related Criteria And Research
¦ USPF Criteria: Key Water And Sewer Utility Credit Ratio Ranges, Sept.15, 2008
USPF Criteria: Standard & Poor's Revises Criteria For Rating Water, Sewer, And Drainage Utility
Revenue Bonds, Sept. 15, 2008
www.standardandpoors.com
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Ratings 11.8. (5121110)
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Ratings U. S. [5121110]