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HomeMy WebLinkAboutChapter 9 - Financial Plan I I I I I I I I I I I I I I I I I I I FINANCIAL PLAN a,,,. S..E~?iS-IJjli\~ C~ HOME Of PfjJCAN L"U.NO I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST!AN ~ ~~ HOME Of PtuCMI ISlAND Chapter Nine - Financial Plan INTRODUCTION This chapter deals with the schedule of proposed capital improvements resulting from the recommendations of this master plan, the cost estimates for their development, and a financial plan for the Sebastian Municipal Airport. This chapter is designed to assist the Airport Management in achieving their primary goals to maximize revenues and minimize operating expenses, while at the same time providing excellent facilities to the flying public. Consequently, these goals are the focus of this plan. The analyses conducted in the previous chapters has evaluated airport development needs based upon current and forecast activity, environmental factors, and operational efficiency. However, a key component of the master planning process is the application of basic economic, financial, and management rationale to each development item so that a responsible and efficient implementation process can be assured. In short, this chapter will concentrate on those factors, which will help make the plan successful. Therefore, this section of the Master Plan is often the primary reference for decision makers. Proper understanding of the effects of a decision either for or against a recommendation will be essential in maintaining a realistic and cost effective program that provides the maximum benefit to the community. The following development program has been evaluated from a variety of perspectives. It is not dependent exclusively upon the City of Sebastian for funding. In fact, with proper and timely decision making on the part of responsible officials, it is quite possible for the City to undertake approximately $22.9 million in improvements at Sebastian Municipal over the next 20 years. Several factors apply to the above statement, which must be fully understood by all parties involved. First, decision makers should understand that several sources for development funds exist. For the most part, the development program is dependent upon sources other than those from the City. However, this does not mean that the City will not have to provide its share of the costs. The process of collecting and distributing aviation user funds is quite variable but follows essentially the same guidelines. Services are provided for a fee, and part of that fee is used to fund additional development. The primary source of aviation user funds that have been identified in this plan will come from the state level. Each year the Florida Department of Transportation (FDOT) Aviation Office manages an aviation work program of state grants to airports for capital construction and planning studies. FDOT will provide up to 80 percent of the funding for most airport development projects; however, only 50 percent is provided if the project is directly related to economic development. These funds are also used to leverage funds from the Federal Aviation Administration (FAA). On the federal level, the FAA manages the Airport Improvement Program (AIP). Funds from this program are derived from the collection of various aviation related fees. These funds are distributed under appropriations set by Congress to all airports in the U.S., which have certified eligibility. They are distributed through grants administered by the FAA, however, the primary feature of AlP funding, which must be recognized and properly considered, is that these funds are distributed on a priority basis. These priorities are established by each FAA Regional Office based upon the number and dollar amount of applications received. Since this program provides up to 90 percent of the funding for eligible projects, it can be very beneficial to airport development programs such as the one in this chapter. However, the City of Sebastian will be competing with other communities in Florida and the FAA Southern Region (Kentucky, Tennessee, North Carolina, South Carolina, Georgia, Alabama, Mississippi, Florida, Puerto Rico, and the U.S. Virgin Islands) as well as the entire country, for these development grants. 2002 9-1 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEB~T!AN c:~~ HOME Of PWCAN ISLAND Consequently, close coordination of the airport's priorities with the FAA and FDOT will help enhance both agencies participation. It is extremely important to maintain this coordination and to act expeditiously in securing the local share for either federal or state grants. Local shares of airport development projects can vary from approximately five percent to 50 percent. Likewise, there exist some economic development grants from the state that may also be utilized for the funding of eligible projects. The development program outlined on the following pages discusses some of the options available for providing the local share of the various proj ect costs. The final source for development funding is the private sector. This source is frequently ignored and often does not receive adequate credit for its investment. There are several areas where private development sources can contribute needed improvements to the airport. Since some non-public facilities are not eligible for significant state or federal funding, the burden of financing their development would fall upon the City of Sebastian. Because of the potential costs associated, the result might be a tendency to reduce or eliminate basic facilities such as fixed based operator (FBO) buildings, hangars, automobile parking, and utilities from the plans. Therefore, the aviation users and commercial operators serving the City of Sebastian and Indian River County area must expect to pay at the local level to support this funding, through items such as fuel flowage fees or aircraft tiedown fees. However, the community's interest in a public airport is to serve the economic well being of the community, and the principal benefactors of a public airport are local business and industry. Because of the importance of many of the improvements to the employers and subsequently, the community as a whole, the private and public sector must work together to ensure that adequate funds are available. CAPITAL IMPROVEMENT PLAN The initial step in establishing an airport development program is to determine the cost of each proposed improvement. Cost data used in this study was collected from a variety of sources, including actual project estirnates, published engineering indices, government agencies, and similar airport construction projects in the area. In addition to the actual construction costs, financial consideration must be given to the engineering and design work, plus minor construction items and contingencies, which have not been specifically enumerated. For planning purposes, the base construction cost has been increased to reflect the anticipated engineering, testing, survey, and inspection costs, as well as for unknown contingencies. Estimates for each planning period are based on 2001 dollars. In future years, as the plan is implemented, these cost presentations can continue to serve as management aids by adjusting the 2001 based figures for subsequent inflation. This may be accomplished by converting the interim change in the National Consumer Price Index (CPI) into a multiplier ratio through the following formula: CPI Multiplier Ratio = X I CPI where: X = CPI in any given future year CPI = National CPI in 2001 Multiplying the change ratio times any 2001 based cost or income figure presented in this study will yield the adjusted dollar amounts appropriate in any future year re-evaluation. However, only National CPI data should be used, as local or regional measures may vary. This information is available from the economic research departments of most banks. The recommended developments of the Capital Improvement Program (CIP) are divided into three planning periods, which include a short term (2002 - 2007), intermediate term (2008 - 2012), and long term (2013 - 2022). The short term incorporates projects that are crucial to the overall safe operation of the airport, as well as its 2002 9-2 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEB~T~ ~.~.'.. ~~~ HOME Of PUJCAN IS1.AND benefit to the community as a whole. Each of the first seven years in the short term are presented individually to provide a detailed estimate of the financial and operational requirements. Projects in the intermediate and long terms are necessary for maintaining the capacity and safety of the airport, while at the same time enhancing the revenue potential of the airport. Although the intermediate and long terms are not separated into individual years, they do indicate the individual project costs. Of course each planning period also includes basic maintenance components. As shown in Table 9-1, the total cost for the planned development of Sebastian Municipal will be approximately $22.9 million through the year 2022. I TABLE 9-1 I SUMMARY OF DEVELOPMENT COSTS Planning Period Estimate (2001 dollars) Short Term (2002 - 2007) $10,551,785 Intermediate Term (2008 - 2012) $3,974,830 Long Term (2013 - 2022) $8,367,119 Total $22,893,734 Source: THE LPA GROUP INCORPORATED, 2001. Of the $22.9 million dollar program, it is expected that a large portion will come from the FDOT aviation work program and private investment sources. A brief description and listing of the individual project costs are included in the following three sections. The tables represent the culmination of comparative analysis of basic budget factors, need or demand, and priority assignments. Costs for the development items have typically been broken down based on the previous funding experiences at the airport. The allocation of funds from any agency does not imply that the funds are guaranteed from that particular source. They are simply potential sources used as part of the financial feasibility and phasing of the various projects. Also, while all of the projects to construct hangar facilities at the airport denote local share, this is expected in part to be built by private developers. Nonetheless, the hangar projects also denote a state share, since these projects are eligible for FDOT funds. Neither the development of conventional or t-hangar facilities are eligible for federal funding assistance. The information contained in the following tables is meant to help guide airport management as they work with the various agencies to obtain project grants. This data will be used directly to update the Joint Automated Capital Improvement Program (JACIP) used by the FAA and FDOT to coordinate funding efforts. The JACIP is a secure, internet based program, which allows the agencies and airport management to interact on a real time basis as the airport needs and funding issues change. It should be noted that because a significant portion of the 20 year program is expected from FDOT, the years denoted in the following tables are intended to reflect FDOT's fiscal year, which runs from July 151 to June 30th. 2002 9-3 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEB~T!AN ~.'~".' ~~ HOME Of PWCAN ISlAND Short Term Capital Improvement Program The short term planning period has been subdivided into the individual years covering 2002 through 2007. It should be obvious that the short term capital improvement program for Sebastian Municipal is very aggressive. There are a number of reasons for this, not the least of which is the need to reconstruct significant portions of the World War II era pavement at the airport. This includes rehabilitating the crosswind runway, which the best alternative ended up being to re-open Runway 9-27. At the same time, the City has run out of developable space at the airport for aviation users. As such, the first seven years of the capital improvement program attempt to rectify these airfield and economic development needs as quickly as possible. Completion of this seven year phase will result in the re-opening of Runway 9-27 and the de-activation of Runway 13-31. The rehabilitation of the crosswind runway will also include the development of a full length parallel taxiway to the north. The costs identified for re-opening Runway 9-27 also includes an update to the Environmental Assessment previously conducted for this project, the relocation of two existing tenants, and the clearing of obstructions in the two runway approaches. Once Runway 9-27 has been activated and Runway 13-31 closed, the following projects will open up the North Infield Area (which will now be referred to as the North Quadrant) for development. Planned projects will provide the initial phase of an access road, water lines, sewer lines, airfield access (taxilanes), an aircraft parking apron, hangar space, and other support facilities. Facilities will also be constructed to provide on-site airport administration and maintenance space, as well as an aircraft fueling facility. During the second half of the short term period, projects to light Runway 9-27, its parallel taxiway, the North/South taxiway, as well as provide additional navigational aids will be conducted in the final years of the short term planning period. Other improvements proposed during the short term include more aircraft hangars, the acquisition of airport maintenance equipment, and additional infrastructure improvements. At the end of the short term period, an update to the Airport Master Plan has also been programmed. The cost estimates and time frame for each of these improvements are included in Table 9-2. 2002 9-4 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST!AN ~ HOME Of PtI.ICAN ISlAND TABLE 9-2 SHORT TERM CAPITAL IMPROVEMENT PROGRAM Federal State Local Total Development Item Share Share Share Cost 2002 Remove/Relocate Obstructions - Phase IA of Re-open Runway 9-27 $621,000 $34,500 $34,500 $690,000 Remove/Relocate Obstructions - Phase IB of Re-open Runway 9-27 $0 $150,000 $37,500 $187,500 Security Fencing $300,000 $16,667 $16,667 $333,333 2002 Subtotal $921,000 $201,167 $88,667 $1,210,833 2003 Reconstruct Runway 9-27 and Construct Parallel Taxiway - Phase 11 $1,107,000 $61,500 $61,500 $1,230,000 Access Road into North Quadrant - Phase I (including water and sewer) $0 $500,000 $125,000 $625,000 Airport Administration Building and Maintenance Building $0 $320,000 $80,000 $400,000 Fuel Farm $0 $200,000 $50,000 $250,000 2003 Subtotal $1,107,000 $1,081,500 $316,500 $2,505,000 2004 Aircraft Parking Apron along North/South Taxiway $360,000 $20,000 $20,000 $400,000 Taxiway into North Quadrant $990,000 $55,000 $55,000 $1,100,000 Infrastructure Improvements $0 $500,000 $125,000 $625,000 20 T -hangars (site already prepared) $0 $400,000 $100,000 $500,000 Medium Intensity Runway Lights (M1RLs) for Runway 9-27 $0 $197,120 $49,280 $246,400 2004 Subtotal $1,350,000 $1,172,120 $349,280 $2,871,400 2005 Rehabilitation of NorthlSouth Taxiway to 35' wide (includes 2 run-up areas) $361,352 $20,075 $20,075 $401,502 Medium Intensity Taxiway Lights (MITLs) for North/South Taxiway $0 $308,000 $77,000 $385,000 MITLs for Parallel Taxiway to Runway 9-27 - West of Runway 4-22 $0 $215,600 $53,900 $269,500 MITLs for Parallel Taxiway to Runway 9-27 - East of Runway 4-22 $0 $147,840 $36,960 $184,800 2005 Subtotal $361,352 $691,515 $187,935 $1,240,802 2006 Non-precision Marking Upgrade for Runway 4-22 $0 $9,240 $2,310 $11,550 Precision Approach Path Indicators (P APls) - Both Ends of Runway 4-22 $0 $147,840 $36,960 $184,800 Obstruction Clearing for Runway 4-22 RPZs and Approach Surfaces $0 $20,000 $5,000 $25,000 Runway End Identifier Lights (REILs) - Both Ends of Runway 4-22 $0 $147,840 $36,960 $184,800 Precision Approach Path Indicators (PAP Is) - Both Ends of Runway 9-27 $0 $123,200 $30,800 $154,000 Runway End Identifier Lights (REILs) - Both Ends of Runway 9-27 $0 $110,880 $27,720 $ I 38,600 Airport Maintenance Equipment $0 $200,000 $50,000 $250,000 Land for Environmental Mitigation $0 $200,000 $50,000 $250,000 2006 Subtotal $0 $959,000 $239,750 $1,198,750 2007 2 Multi Aircraft Clearspan Hangars $0 $3 12,500 $312,500 $625,000 20 T -hangars $0 $480,000 $120,000 $600,000 Master Plan Update $0 $240,000 $60,000 $300,000 2007 Subtotal $0 $1,032,500 $492,500 $1,525,000 Total for Short Term $3,739,352 $5,137,802 $1,674,632 $10,551,785 Source: THE LPA GROUP INCORPORATED, 2001. Note: * indicates private funding source. 2002 9-5 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SlBAST~ ~ ~~ HOME Of PWCAN rstAND Intermediate Term Capital Improvement Program Developments proposed for the intermediate term cover a five year period from 2008 to 2012. Proposed projects in this phase will continue to enhance and open up the North Infield Area for both aviation and non-aviation related development. There are no real significant airfield improvements planned for this period, as the main focus is for continued economic development of the airport. It is envisioned that the intermediate term will also include any projects that could not be completed in the first seven years of the development program, as well as any additional requirements to support revenue generating operations. Airfield enhancements do include the improvement of the interior perimeter road for airport staff and a project to provide lighted airfield signage. This term also includes the purchase of airfield equipment (such as mowers, vehicles, etc.), an airfield pavement maintenance program, the periodic remarking of runway pavement, and the provision for another update of the Airport Master Plan, at the end of the period. The individual projects and cost estimates for the intermediate planning period are shown in Table 9-3. TABLE 9-3 INTERMEDIATE TERM CAPITAL IMPROVEMENT PROGRAM Federal State Local Total Development Item Share Share Share Cost Side Access Road in North Quadrant - (including water and sewer) $0 $112,000 $28,000 $140,000 6 Multi Aircraft Clearspan Hangars $0 $825,000 $825,000 $1,650,000* Interior Perimeter Road $0 $127,075 $31,769 $158,844 Access Road into North Quadrant - Phase II (including water and sewer) $0 $202,325 $50,581 $252,906 2 FBO/Large Clearspan Hangars $0 $583,990 $583,990 $1,167,980* Lighted Airfield Signage (16 signs) $152,460 $8,470 $8,470 $169,400 Airfield Equipment (such as mowers, vehicles, etc.) $0 $40,000 $10,000 $50,000 Airfield Pavement Maintenance Program -Crack Sealing $0 $10,000 $2,500 $12,500 Remarking of all Runway and Taxiway Pavements (3 times) $0 $58,560 $14,640 $73,200 Master Plan Update $270,000 $15,000 $15,000 $300,000 Total for Intermediate Term $422,460 $1,982,420 $1,569,950 $3,974,830 Source: THE LPA GROUP INCORPORATED, 2001. Note: * indicates private funding source. Long Term Capital Improvement Program Improvements proposed as part of the long term planning period will allow Sebastian Municipal to make more land available for both aviation and non-aviation tenants. As such, additional access and utility extensions have been programmed to facilitate the development of the north side of the airport. However, a number of airfield improvement projects are also planned for this term to accommodate the aviation activity that is anticipated to occur during this timeframe. Facilities for a full service fixed base operator (FBO) are included among these projects. In addition, the term reflects two phases to complete a full length parallel taxiway on the northwest side of Runway 4-22. Additional projects would ultimately light the new parallel taxiway to Runway 4-22. Other projects will support the continued operation of the airport such as the eventual rehabilitation of Runway 4-22, purchase of airfield equipment, an airfield pavement maintenance program, the periodic remarking of runway pavement, and the provision for future master plan studies. Table 9-4 provides a listing and cost estimate for each of the projects in the 2013 to 2022 timeframe. 2002 9-6 J I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST~ ~.-.c ~~~ HOM.[ Of Ptl.1C.AN tslAND TABLE 9-4 LONG TERM CAPITAL IMPROVEMENT PROGRAM Federal State Local Total Development Item Share Share Share Cost Two Side Access Roads in North Quadrant - (including water and sewer) $0 $224,000 $56,000 $280,000 General Aviation Terminal (2,800 SF) $0 $198,841 $49,710 $248,55 I FBO Apron Adjacent to General Aviation Terminal $0 $274,266 $68,566 $342,832 Parallel Taxiway to Runway 4-22 - North of Runway 9-27 $260,555 $14,475 $14,475 $289,505 Parallel Taxiway to Runway 4-22 - South of Runway 9-27 $329,729 $18,318 $18,318 $366,365 FBO Clearspan Hangar. $0 $467,192 $116,798 $583,990 FBO Fuel Facility $0 $240,000 $60,000 $300,000 Construct Second Taxiway into North Quadrant $652,500 $36,250 $36,250 $725,000 10 Multi Aircraft C1earspan Hangars $0 $1,420,538 $1,420,538 $2,841,076* 20 T -Hangars (includes parking lot) $0 $560,000 $140,000 $700,000 MITLs for Parallel Taxiway to Runway 4-22 - North of Runway 9-27 $0 $178,640 $44,660 $223,300 MITLs for Parallel Taxiway to Runway 4-22 - South of Runway 9-27 $0 $215,600 $53,900 $269,500 Rehabilitate Runway 4-22 $360,000 $20,000 $20,000 $400,000 Airfield Equipment (such as mowers, vehicles, etc.). $0 $40,000 $10,000 $50,000 Airfield Pavement Maintenance Program -Crack Sealing (10 times) $0 $20,000 $5,000 $25,000 Periodic Remarking of all Runway and Taxiway Pavements (5 times) $0 $97,600 $24,400 $122,000 Master Plan Update (2 times) $540,000 $30,000 $30,000 $600,000 Total for Long Term $2,142,784 $4,055,720 $2,168,615 $8,367,119 Source: THE LP A GROUP INCORPORATED 2001. Note: * indicates private funding source. AIRPORT CASH FLOW ANALYSIS In addition to future capital improvements, consideration must be given to the airport's continued operation. Besides the fact that the City of Sebastian desires to maintain a safe and efficient airfield to serve the community, there are also laws that require the City to keep the airport open. As noted, the FAA's AlP provides major assistance in the development of an airport. However, the major stipulation in accepting AlP grants is that the City of Sebastian must agree to the assurances required by the FAA. Basically these assurances require the airport sponsor to keep the airport facilities in operation for at least 20 years from the date of the last federal grant. Thus, there are airport maintenance and operating costs to be considered in addition to funding the local share of the development program. Ideally, the airport's revenues should be structured to reduce the burden of operating expenses on the airport sponsor. The following sections take a brief look at the historic cash flow for the Airport Enterprise Fund and then project that cash flow out to the end of the 20 year planning period. 2002 9-7 J I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST~ ~~' '-..~ '~. .... ---,..,- .~-,...., ~- HOME Of PU.K:AN rstAND Historic Airport Operating Revenues Currently the airport's revenue stream is divided either into a "rent" or "other" category. The single most important revenue source for the airport comes from the airport's leaseholds. At Sebastian Municipal there are both aviation and non-aviation related leaseholds. In addition to the financial support provided to Sebastian Municipal, these aviation and non-aviation leaseholds also create economic benefits to the surrounding communities of the City and Indian River County. The "other" category is used to record the aircraft fuel flowage and tiedown fees owed to the City under some of the lease provisions. Table 9-5 provides a summary of the revenues collected at Sebastian Municipal for the past six years. I TABLE 9-5 I mSTORIC AIRPORT OPERATING REVENUES Revenue 1996 1997 1998 1999 2000 2001 Rent (leaseholds) $66,984 $77,547 $79,632 $118,226 $81,355 $190,198 Other $0 $0 $0 $4,039 $4,637 $3,451 Total $66,984 $77 ,54 7 $79,632 $122,265 $85,992 $193,6491 Source: Sebastian Municipal Airport Records. Note: Obtained from an Unaudited Financial Statement. It should be noted that the airport also generates a certain amount of property taxes each year for the City; however, those dollars are not included in the airport's revenue stream. Historic Airport Operating Expenses Expenses at Sebastian Municipal are either categorized as personal services or for other operating expenses such as materials and supplies. There is also a line item for the depreciation of airport facilities included in the airport's operating expenses. Traditionally, the expenses related to materials and supplies have exceeded those of the salaries and benefits for airport employees. A summary of the historic airport expenses over the past six years has been included in Table 9-6. TABLE 9-6 HISTORIC AIRPORT EXPENSES Expenses 1996 1997 1998 1999 2000 2001 Personal Services $5,000 $14,179 $16,809 $21,613 $7,395 $36,4411 Materials & Supplies $26,257 $22,948 $12,694 $18,413 $77,150 $62,0281 Depreciation $6,148 $28,596 $39,800 $40,364 $55,217 $68,6621 Total $37,405 $65,723 $69,303 $80,390 $139,762 $167,1311 Source: Sebastian Municipal Airport Records. Note: Obtained from an Unaudited Financial Statement. Revenues versus Expenses Because of restrictions imposed by FAA regulations, income generated by the airport must be used for airport operations and improvement expenses. At issue is whether the airport will be able to generate adequate revenue to cover the local share of costs for the proposed improvements, in addition to the expected airport operating costs. Obviously a financial goal of the City of Sebastian is to keep the airport self-sufficient. As can be seen from the revenues and expenses over the past six years, the airport has typically been able to cover the operating costs. A comparison of these figures is shown in Table 9-7. 2002 9-8 ~ I I I I I I I I I I I I I I I I I I I SEBASTIAi~ MUNICIPAL AIRPORT Master Plan Update CII't~ SEBAST!A,N ~~ HOMl Of PWCAN IS1.ANO TABLE 9-7 REVENUES VERSUS EXPENSES Fiscal Year Revenues Expenses Surplus (Deficit) 1996 $66,984 $37,405 $29,579 1997 $77,547 $65,723 $11,824 1998 $79,632 $69,303 $10,329 1999 $122,265 $80,390 $41,875 2000 $85,992 $139,762 ($53,770) 2001 $193,649 $167,1311 $26,518 j Source: Sebastian Municipal Airport Records. Note: Obtained from an Unaudited Financial Statement. In 2001, there was a one time transfer of $335,000 from the General Fund that was made for capital additions only. This brought the 2001 balance to a surplus of$361,518. Projections of Revenues and Expenses The historic revenues and expenses must be projected out to determine what ability the Sebastian Municipal Airport will have to fund the local share of the proposed development projects. This section describes how these values were projected to provide an idea of future airport cash flows. It is important to also keep in mind that the revenue and expense projections are based on the City of Sebastian's fiscal year, which do not match that of FDOT's. Thus it becomes a bit difficult to directly compare annual airport cash flows with those monies required in the airport's JACIP. Once constructed and fully utilized, the planned capital improvements for Sebastian Municipal will also create an increase in the airport's operating revenues. These anticipated increases in airport revenue will initially come from new t-hangar leases, but will also include other general aviation facility leases, commercial leases, fuel sales, and tiedown fees. Due to the amount of developable space that will be made available once Runway 9-27 is re- opened, the potential exists for non-aviation related leaseholds to provide the most significant impact on the revenue stream. In fact, the FAA requires that all leases, especially non-aviation related, obtain at least fair market value. At the time of this writing there are a number of older, existing leaseholds that are well below fair market value, thus preventing the City from realizing the true revenue potential. The current City staff is well aware of this disadvantage and are taking the proper steps to ensure all future leaseholds are at fair market value. Additionally, the City needs to continue the current practice or writing airport leases which provide revenue generation from several different, separately recognized sources. A lease which only calls for a lump sum payment from the lessee does not clearly identifY what the lessee is paying for and makes it more difficult to alter the lease if the lessee's conditions change in such a way as warrants an adjustment in the lease terms. Each of the following four revenue components must be considered in all future leases with the airport. While the current City staff utilizes these elements in the drafting of all new leases, they are documented here for future reference. Land Rent - Land is an airport's major resource and airport management should be compensated for its use. Airport land should be leased, not sold, at fair market value comparable to commercial and industrial rates. Facility Rent - The airport should be adequately compensated by users who rent or lease space in airport owned facilities, e.g. terminal buildings, hangars, fuel farms, etc. 2002 9-9 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST~ ~ -. ","-' '" -", "-~~ - HOME Of PWCAN ISlAND Percentage of Gross or Gross Receipts Fee - This fee is based on the fact that the airport's existence creates the market on which a commercial operator depends. Airport management should be compensated for the expense of maintaining the airport and creating that market opportunity. Other Fees - These are charges to direct users of the airport. A typical example would include the collection of fuel flowage or tiedown fees. All future leases (and lease renewals) at the Sebastian Municipal should incorporate these four revenue sources, when applicable. Each should clearly identify the services to be provided and the normal operating contingencies. To provide flexibility, leases should stipulate dates in the future when terms can be renegotiated. The increase in revenues generated from the existing and future airport leaseholds during the planning period are reflected in Table 9-8. These future leasehold projections have been divided into three subcategories. The first includes the projection of all existing leaseholds through the planning period. This data was provided by the City and reflects the staffs goal to get all of the airport leaseholds to a point, albeit gradually, where they better reflect current industry standards for rates and charges. The next category provides a projection of additional leases that should occur over the course of the planning period. This forecast essentially includes one additional leasehold each year, throughout the entire planning period. The average annual revenue from the current leaseholds was applied to each of the new leaseholds projected. This approach is considered conservative because it uses an average derived from the existing leaseholds (some of which are below industry standards) and it does not recognize future business park leases. The timing and amount of potential revenue that can be realized if the City is able to attract a number of non-aviation corporations into the industrial park on the north side of the airport is difficult to project. The final lease category includes the revenue that is expected to be generated from the new 20 t-hangars. For the short term planning period, $300 per month was utilized, and it was anticipated that the 20 t-hangars would be fully occupied by 2006. While the facility requirements only identified a need for 19 t-hangars by the end of the planning period, additional units are shown rented out during the 20 year term. These additional units will result from the statewide demand for such facilities as well as the potential for existing tenants on the airport to desire a t-hangar. A rate of $450 and $550 a month was applied to the intermediate and long term planning periods, respectively. Airport fuel sales at Sebastian Municipal are also expected to increase over the next 20 years. Both the amount of gas and the fee owed to the City per gallon were projected in order to calculate the fuel flowage fees over the planning period. First the number of gallons sold in 2001 was increased at the rate that aircraft operations were projected to grow (average annual growth of 2.9 percent). Next, the current fuel flowage fee of $0.02 per gallon was increased a penny each year, for three years to $0.05 per gallon, which is more in line with the industry standard. This rate was gradually increased to reflect a $0.07 per gallon fee towards the end of the planning period. Tiedown fees were based on the projected number of aircraft expected to be on the airport's ramps during the planning period. The current rate owed to the City for tiedowns was also incrementally increased throughout the planning period to calculate the amount that could be collected over the planning period. By combining the projections for fuel flowage and tiedown fees, the estimate for the "other" revenue category was made. Table 9-8 provides the projection of these individual revenue sources while Table 9-9 provides a total for the overall revenues expected at Sebastian Municipal during the planning period. 2002 9 -10 I I I I I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEBAST~ ~..;:..'o. ~~ HOM! Of nL!CAN ISLAND TABLE 9-8 EXPECTED REVENUE INCREASES Year Existing Additional T-hangar Fuel Flowage Tiedown Leaseholds Leaseholds Leaseholds Fees Fees 2002 $157,609 $5,200 $10,800 $3,370 $810 2003 $157,609 $10,400 $18,000 $5,202 $1,620 2004 $157,609 $15,600 $28,800 $7,137 $2,430 2005 $157,609 $20,800 $43,200 $9,179 $3,360 2006 $157,609 $26,000 $72,000 $9,446 $3,360 2007 $227 ,609 $31,200 $79,200 $9,719 $3,360 Intermediate Term (2008 - 2012)* $229,465 $46,800 $127,680 $11 ,483 $3,858 Long Term (2013 - 2022)* $242,584 $85,800 $198,000 $17,469 $5,540 Source: THE LPA GROUP INCORPORATED, 2001. Note: * Average Annual Amount TABLE 9-9 TOTAL PROJECTED REVENUES Year Revenues 2002 $177,789 2003 $192,831 2004 $211,576 2005 $234,148 2006 $268,415 2007 $351,088 Intermediate Term (2008 - 2012)* $419,286 Long Term (2013 - 2022)* $549,393 Source: THE LPA GROUP INCORPORATED, 2001. Note: * Average Annual Amount The revenue projections in Table 9-8 reflect what is believed to be the minimum amount of income that the City should expect over the course of the planning period. Even so, it should be remembered that these estimates are only a tool to determine if the airport can reasonably be expected to cover operating costs, while at the same time maintaining and improving the facility. Operating expenses at Sebastian Municipal have generally increased for various reasons over the past six years. During this timeframe the City went from only a part-time airport manager, to a full time airport manager and part-time maintenance position. The attention this staff provides to the facility is long overdue and benefits the City by ensuring that the airfield operates and develops in a safe and efficient manner, while at the same time becoming an economic engine for the community. As a result of this needed attention being placed on the airport facilities, the amount spent on supplies and materials has increased. As the airfield continues to develop, these costs are projected to increase, not only to support new facilities, but also for those that may not be enhanced until a later date. Similarly, as the airport develops, depreciation expenses will also increase. All of these operating 2002 9-11 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SEB~T!AN ~ ~~ HOME Of rtUCAN ISLAND expenses have been projected to increase throughout the planning period. The average annual growth rate of the Consumer Price Index (CPI) for the southeast United States, between 1997 and 2001, was utilized for this projection. These expenses have been combined and are reflected, without inflation, in Table 9-10 for Sebastian Municipal through the end of the planning period. I TABLE 9-10 I TOTAL PROJECTED EXPENSES Year Expenses 2002 $214,730 2003 $219,454 2004 $224,282 2005 $229,216 2006 $234,259 2007 $239,413 Intermediate Term (2008 - 2012)* $255,685 Long Term (2013 - 2022)* $301,460 Source: THE LPA GROUP INCORPORATED, 2001. Note: * Average Annual Amount To calculate the airport's expected operating income (or loss), the totals for projected revenues and expenses were compared in Table 9-11. TABLE 9-11 PROJECTED REVENUES VERSUS PROJECTED EXPENSES Year Total Revenues Total Expenses Operating Income (Loss) 2002 $177,789 $214,730 ($36,941) 2003 $192,831 $219,454 ($26,623 ) 2004 $211,576 $224,282 ($12,706) 2005 $234,148 $229,216 $4,932 2006 $268,415 $234,259 $34,156 2007 $351,088 $239,413 $111,675 Intermediate Term (2008 - 2012)* $419,286 $255,685 $163,601 Long Term (2013 - 2022)* $549,393 $301,460 $247,933 Source: THE LPA GROUP INCORPORATED, 2001. Note: * Average Annual Amount Project Feasibility Under this analysis, the airport will not have enough income to cover operating expenses during the first few years of the short term planning period. Of more consequence to the purpose of this study, Table 9-11 does not include the local share of the CIP costs required for future development. For this section, project feasibility is defined by the ability of City of Sebastian to pay the local share of project costs. As such, a problem exists when it comes to the source of local funds for future capital improvements. However, this situation can quickly change, 2002 9-12 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SlBAST!AN ~.~".u. ~~ HOME Of PWCAN .tSI.AND especially considering the conservative approach undertaken in this analysis with respect to the expected leasehold revenue. To explain, it is believed that the City has two distinct advantages that will eventually enhance the airport's revenue stream. The first is that the undeveloped land at the airport represents the only City property available for industrial and/or commercial development. Once Runway 9-27 can be re-opened, thus allowing Runway 13-31 to be de-activated, the City will have approximately 143 acres of additional land for development at the airport. A majority of this land cannot be used by aviation related businesses and therefore wou1'd be available for a non-aviation related business park. The revenue potential of this park was not included in the projections of this study. However, if the area is properly marketed, just the commitments of a few corporations would support the financing needed to open up this land. The second distinct advantage is that the City of Sebastian has positioned itself to make all of this possible. At the time of this writing, the engineering and design for the re-opening of Runway 9-27 is underway. As well, over the past two years there have been remarkable improvements in the management of the airport, not the least of which has included building the necessary relationships with the FAA and FDOT. To this end, the City has also worked with the community to create a development plan which provides compatibility on all ends. Another significant element of the future revenue stream and project feasibility is that the current City staff has made it a priority to ensure that the terms of existing leaseholds be enforced. As shown in Table 9-5, prior to 1999 none of the required fuel flowage or tiedown fees were ever collected from the tenants owing them. Similarly, the spike in rent experienced between 2000 and 2001 reflects the City's work that year to collect back rent owed to the airport. This also explains why the "existing leasehold" projection shown in Table 9-8 is lower between 2002 and 2006, than in 2001. Nonetheless, the City will still need to provide additional revenue for future capital improvements to occur at the airport over the short term planning period. As such, it needs to be recognized that this investment will benefit the City in many ways. As the airport develops, not only will it continue to be self sufficient, but it will also generate additional dollars for the City's tax rolls. These dollars are in the form of additional property taxes generated by airport tenants, which go towards various infrastructure improvements throughout the City of Sebastian. Also, by maintaining a general aviation airport, the City enjoys many other significant benefits. On an economic development side, general aviation airports provide a way for corporations to recognize the community, thus considering it for future business. This gives the City a considerable advantage when trying to attract additional job and revenue producing companies. Supporting the airport also enhances public safety in the community. For example, general aviation airports like Sebastian playa major role in providing law enforcement and aero-medical services, as well as the necessary facilities in times of disaster (forest fires, hurricanes, flooding, etc.) or national security (military operations). These benefits need to be considered ifand when questions surrounding the airport's financial status arise. One thing is certain, due to the way various grants are administered, the City will have to have some mechanism to keep the different development projects going. Essentially, even with a positive cash flow in the Airport Enterprise Fund, it is difficult at times for an airport sponsor to "front" the monies necessary to conduct significant airport improvement projects. Recently the FAA has made this easier by providing the full amount of their smaller grants up front, but other agencies, such as FDOT still require reviews of the individual invoices before payment is made. The best tool for the City in this regard is to incorporate either grant or revenue anticipation notes into the funding process. Grant or revenue anticipation notes will allow the City to issue short term obligations (notes) for the purpose of providing interim funds until the project is financed. This is extremely helpful in instances where engineering or planning costs are significant in the preparation period or where grant dollars have been committed but not distributed. Typically such anticipation notes can be used for up to 50 percent of the total project cost. A concluding consideration on the feasibility of the projects proposed in this 20 year program is that to the extent possible, the City should seek out funding from the private sector. Frequently at general aviation airports this source is not utilized as often as it could be nor does it receive the proper credit when 2002 9-13 I I I I I I I I I I I I I I I I I I I SEBASTIAN MUNICIPAL AIRPORT Master Plan Update CIIY~ SE~~T!AN ~...~".-- ~~ HOME Of PWCAN ISlAND it is a source for development funds. There are several areas where private development sources can contribute, thus all options should be considered. FINANCIAL PLAN SUMMARY The past two years have put the Sebastian Municipal Airport into a position that enables it to become a significant economic engine for the City, while at the same time, preserving its ability to adequately provide access to the nation's airspace system. For all of this to continue, the City needs to market the airport while developing the facility. Of most importance is the development that directly impacts the income potential for the airport. However, such capital improvements to the airfield will require additional support from the City as well as the other identified funding sources. FAA discretionary funding is especially important in the short term, because the financial independence of the airport relies heavily on the re-opening of Runway 9-27 and closing of Runway 13- 31. This project is eligible to take advantage of existing federal funding levels, which are essential for the project's success. Similarly, airport management agreed that an aggressive short term CIP would take advantage of the funding levels currently available to Sebastian Municipal. All possible sources of federal, state, and local funding will be sought for the projects. As mentioned previously, federal discretionary money is required in the early part of the planning period in order for the airport to develop as envisioned. Because this type of funding is highly competitive and often difficult to get, these funds are not guaranteed to any particular sponsor, so it is important for the City to continue to keep the airport's needs in front of the FAA and be ready to commence projects immediately upon securing funds. The present AIP reauthorization will expire on September 30,2004. While it is highly probably that a similar program will replace it, there are no guarantees on how the funds will be distributed to the various categories of airports. Therefore, the effort to re-open Runway 9-27 needs to occur right away, thus allowing the ability to pursue other economic development options. Overall, Sebastian Municipal is a significant economic catalyst for not only the City of Sebastian, but also for the surrounding communities of Indian River County. The City's future financial support of Sebastian Municipal is actually an investment in the area's continued economic growth. With the proper investment, the Sebastian Municipal Airport will be one of the largest economic engines for the area as well as one of the largest creators of jobs for the surrounding community. 2002 9 -14