Funding statements
What is included in this section




Prospective Funding Impact Statement
Funding Impact Statement – Rating Implications
Sample Properties
Summary of Rating Changes by Rate Type
Prospective Funding Impact Statement
2015
2015
Annual
Plan
$000
2016
2017
2018
Forecast
$000
Forecast
$000
Forecast
$000
11,410
13,731
1,947
-
8,812
17,142
1,971
-
9,171
17,719
2,022
-
9,545
18,328
2,118
-
9,934
18,964
2,251
-
1,740
28,828
2,151
30,076
2,204
31,116
2,261
32,252
21,320
1,825
23,145
22,583
2,330
24,913
22,954
2,558
25,512
SURPLUS (DEFICIT) OF OPERATING FUNDING (A5,683
- B)
5,163
4,640
321
11,100
16,061
SOURCES OF CAPITAL FUNDING
Subsidies and grants for capital expenditure
Development and financial contributions
Increase (decrease) in debt
Gross proceeds from sale of assets
Lump sum contributions
Other dedicated capital funding
Total Sources of Capital Funding (C)
4,640
321
11,100
16,061
586
16,091
4,740
327
21,744
APPLICATIONS OF CAPITAL FUNDING
Capital Expenditure
- to meet additional demand
- to improve the level of service
- to replace existing assets
Increase (decrease) in reserves
Increase (decrease) of investments
Total Applications of Capital Funding (D)
586
16,091
4,740
327
21,744
(5,683)
SURPLUS (DEFICIT) OF CAPITAL FUNDING (C - D)
(5,683)
Budget
$000
11,410
13,731
1,947
1,740
28,828
21,320
1,825
23,145
5,683
-
SOURCES OF OPERATING FUNDING
General rates, uniform annual general charges,
rates penalties
Targeted rates
Subsidies and grants for operating purposes
Fees and charges
Interest and dividends from investments
Local Authorities fuel tax, fines, infringement
fees, and other receipts
Total Operating Funding (A)
APPLICATIONS OF OPERATING FUNDING
Payments to staff and suppliers
Finance Costs
Other operating funding applications
Total Applications of Operating Funding (B)
FUNDING BALANCE ((A - B) + (C - D))
-
2019
2020
2021
2022
2023
2024
2025
Forecast
$000
Forecast
$000
Forecast
$000
Forecast
$000
Forecast
$000
10,137
19,672
2,299
-
10,343
20,434
2,398
-
10,554
21,176
2,486
-
10,768
21,953
2,602
-
10,987
22,770
2,720
-
11,211
23,625
2,827
-
2,340
33,489
2,407
34,515
2,478
35,653
2,575
36,791
2,659
37,982
2,749
39,226
2,869
40,532
23,808
2,506
26,314
23,869
2,525
26,394
24,380
2,385
26,765
25,431
2,202
27,633
25,903
1,983
27,886
26,783
1,806
28,589
28,243
1,578
29,821
29,122
1,285
30,407
5,604
5,938
7,095
7,750
8,020
8,905
9,393
9,405
10,125
3,115
3,695
6,810
4,525
(1,279)
3,246
1,558
(307)
1,251
1,476
(2,943)
(1,467)
1,489
(4,029)
(2,540)
1,543
(4,253)
(2,710)
1,533
(3,282)
(1,749)
1,563
(4,160)
(2,597)
1,594
(5,042)
(3,448)
1,605
(5,431)
(3,826)
6,907
5,058
8
11,973
2,684
6,216
(50)
8,850
2,578
4,645
(34)
7,189
1,685
3,983
(40)
5,628
1,530
3,713
(33)
5,210
1,753
3,581
(24)
5,310
2,638
4,532
(14)
7,156
1,702
5,108
(14)
6,796
1,756
4,204
(3)
5,957
1,812
4,485
2
6,299
(5,163)
(5,604)
(5,938)
(7,095)
(7,750)
(8,020)
(8,905)
(9,393)
(9,405)
(10,125)
-
-
-
-
-
-
-
-
-
-
Forecast Forecast
$000
$000
Reconciliation of Comprehensive Income Statement to Funding Impact Statement
1,810
9,387
(4,640)
(321)
(533)
(20)
5,683
OPERATING SURPLUS/(DEFICIT)
1,810
Depreciation/Assets written off
9,387
Subsidies and grants for capital expenditure
(4,640)
Development and financial contributions
(321)
Less Doubtful Debts
(533)
Vested Asset Income
(20)
Gains and Losses
SURPLUS (DEFICIT) OF OPERATING FUNDING (A5,683
- B)
1,105
2,913
1,604
1,338
2,147
2,630
1,941
2,632
7,706
(3,115)
(533)
7,749
(4,525)
(533)
8,114
(1,558)
(533)
(85)
8,139
(1,476)
(533)
965
8,168
(1,489)
(533)
8,758
(1,543)
(533)
8,824
(1,533)
(533)
8,859
(1,563)
(533)
9,591
(1,594)
(533)
9,631
(1,605)
(533)
5,163
5,604
5,938
7,095
7,750
8,020
8,905
9,393
9,405
10,125
Funding Impact Statement – Rating
Implications
This statement should be read in conjunction with the Council’s Revenue and Financing Policy, which
is available on the website. All figures in this policy are GST exclusive and the ‘Revenue Sought’
values exclude any rates that will be assessed on Council owned properties.
Separately Used or Inhabited Part of a Rating Unit (SUIP)
Rating units, parts or portions of rating units are terms used to define separately used or inhabited
rating units and include any part of a rating unit used or inhabited by the owner or any other person
who has the right to use or inhabit that part by virtue of tenancy, lease or other agreement. At a
minimum, the land or premises intended to form the separately used or inhabited part of the rating unit
must be capable of actual habitation or actual separate use. For the avoidance of doubt, a rating unit
that has only one use (i.e. does not have separate parts or is vacant land) is treated as being one
separately used or inhabited part.
In particular for farms
A farming unit with one dwelling will be treated as one use/part, with each additional dwelling counting
as an additional used part of the rating unit. Each additional dwelling will be assessed as a separate
unit for the purposes of assessing any rate calculated on the basis of a SUIP.
The Council uses the SUIP in the following rates:
 Community Halls
 Refuse Collection Targeted Rates
Uniform Annual General Charge (UAGC)
The UAGC is a fixed charge per rating unit. It is used to fund activities that deliver benefit to the whole
District. In particular, for the purpose of funding the following activities: democracy, Iwi liaison, policy
development, libraries, swimming pools, solid waste disposal, animal control, health, liquor licensing,
building services, RMA implementation, rural fires, civil defence, sports fields, events centres,
travellers reserves, non-recreation reserves, sports co-ordinators, cemetery reserves, town halls,
public toilets, economic development, information centres, Destination Coromandel, community
initiatives, and other sundry activities. The Council sets on each rating unit within the Hauraki District,
a Uniform Annual General Charge.
In the 2015/16 year this charge is estimated to be $475.60 (2014/15 $448.26).
The revenue sought is approximately $4,355,000 (2014/15 $4,101,000).
General Rate – Capital Value - District
The General Rate is assessed on all rating units in the District based on capital value. It is used to
fund activities where the Council believes the activity delivers a public benefit to the whole of the
community and where a fixed charge per rating unit is not considered appropriate. In particular, for the
purpose of funding the following activities: democracy, Iwi liaison, policy development, libraries,
swimming pools, solid waste disposal, animal control, health, liquor licensing, building services, RMA
implementation, rural fires, civil defence, sports fields, events centres, travellers reserves, nonrecreation reserves, sports co-ordinators, cemetery reserves, town halls, land drainage, urban
stormwater, public toilets, economic development, information centres, Destination Coromandel,
community initiatives, and other sundry activities.
The Council applies a capital value general rate differentially. The differential is based on land use,
based on the categories below:




Residential/Rural - Means all rating units used primarily for residential, recreational, cultural or
primarily or predominately for the purposes of agriculture, viticulture, horticulture or silviculture
Commercial/Industrial - Means all rating units used for commercial or industrial purposes,
including utility networks.
Mineral Extraction Land Use - Means all mineral value rating units that are not used in gold
mining.
Mining Land Use - Means all mineral value rating units that are used in gold mining.
The 2015/16 estimated rates (in cents per dollar of capital value) per category are:
Differential General Rate
Estimated Rate in the Dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Residential/Rural
0.09342
$3,628,000
$5,926,000
Commercial/Industrial
0.14016
$540,000
$876,000
Mineral Extraction Land Use
1.01540
$44,000
$72,000
Mining Land Use
10.15402
$138,000
$224,000
Targeted Rates
The Council uses targeted rates (as defined in the Local Government (Rating Act) 2002) to collect
funds over areas of benefit. Targeted rates are chosen where the services provided are specific to a
particular community or area within our District and it is not considered fair to charge all ratepayers, or
where it is more transparent to set a separate rate to fund a specific activity. Details of the Council’s
targeted rates, how the targeted rates are calculated and revenue to be generated by targeted rates is
detailed below.
Roading Rate
The Roading Rate is assessed on all rating units in the District based on capital value. It is used to
fund the roading activity.
The Council applies a capital value targeted rate differentially. The differential is based on land use,
based on the categories below:




Residential/Rural - Means all rating units used primarily for residential, recreational, cultural or
primarily or predominately for the purposes of agriculture, viticulture, horticulture or silviculture
Commercial/Industrial - Means all rating units used for commercial or industrial purposes,
including utility networks.
Mineral Extraction Land Use - Means all mineral value rating units that are not used in gold
mining.
Mining Land Use - Means all mineral value rating units that are used in gold mining.
The 2015/16 estimated rates (in cents per dollar of capital value) per category are:
Differential Targeted Rate
Estimated Rate in the Dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Residential/Rural
0.06990
$2,782,000
$nil
Commercial/Industrial
0.10488
$404,000
$nil
Mineral Extraction Land Use
0.75978
$33,000
$nil
Mining Land Use
7.59774
$103,000
$nil
Ward
The Council sets targeted rates for each ward, based on an annual charge per rating unit for the
purpose of fully and partially funding activities within the ward. These activities include footpaths and
street-cleaning, information and visitors’ centres, town centres, sports fields and recreation reserves,
events centres, township co-ordinators and other sundry activities. The charges will be set on a
uniform basis per category with the categories based on the matter location.
The categories are:




Paeroa Ward – all rating units situated within the Paeroa Ward.
Plains Ward – all rating units situated within the Plains Ward except for those rating units within
the former Franklin District Council area.
Kaiaua Coastal Area – all rating units within the former Franklin District Council area.
Waihi Ward – all rating units situated within the Waihi Ward.
Annual Charges
For each rating unit within each of the wards annual charges are set, which for 2015/16 are estimated
at:
Category
Annual Charge
Revenue Sought
2015/16
Revenue Sought
2014/15
Paeroa Ward
$290.00
$784,000
$761,000
Plains Ward excluding Kaiaua Coastal
Area
$234.00
$490,000
$482,000
Plains Ward – Kaiaua Coastal Area
$204.00
$107,000
$90,000
Waihi Ward
$279.00
$1,071,000
$1,059,000
The Plains Ward – Kaiaua Coastal Area rate was set for the first time in 2012/13, following the
incorporation of the former Franklin District Council area into the Plains Ward. Council decided to
transition the introduction of the rate evenly over four years starting at 50% of the Plains Ward rate.
2016/17 will be the first year that the Kaiaua Coastal Area is charged the same rate as the rest of the
Plains.
Ward - Business
The Council sets targeted rates for each ward, based on a capital value rate on commercial and
industrial rating units for the purpose of fully and partially funding activities within the ward. These
activities include, information and visitor centres, township co-ordinators, town centre improvements,
and economic development. The rate funding of these activities comes partly from this targeted rate,
partly from the Ward targeted rate and also from General rates.
The charges will be set on a differential basis on categories based on location and land use. These
rates will be assessed on commercial and industrial parts of commercial and industrial rating units.
Commercial and Industrial rating units in the rural areas of the Paeroa and Waihi Wards will be
assessed a rate equivalent to half the rate assessed on urban rating units. In the Plains Ward the rural
rate assessed is equivalent to 56% of the rate assessed on urban rating units. This is due to Positively
Promoting the Plains being funded equally by urban and rural rating units.
The categories are:
 Paeroa Ward Urban – all rating units used principally for commercial and industrial purposes
situated within the valuation rolls 5001, 5002, 5003 and 5004.
 Paeroa Ward Rural – all rating units used principally for commercial and industrial purposes
situated within the Paeroa Ward but outside the valuation rolls 5001, 5002, 5003 and 5004.




Plains Ward Urban – all rating units used principally for commercial and industrial purposes
situated within the valuation roll 4771.
Plains Ward Rural – all rating units used principally for commercial and industrial purposes
situated within the Plains Ward but outside the valuation roll 4771.
Waihi Ward Urban – all rating units used principally for commercial and industrial purposes
situated within the valuation rolls 5020 and 5030.
Waihi Ward Rural – all rating units used principally for commercial and industrial purposes
situated within the Waihi Ward but outside the valuation rolls 5020 and 5030.
Capital Value Rates
The 2015/16 estimated rates (in cents per dollar of capital value) are:
Category
Paeroa Ward
Plains Ward
Waihi Ward
CV Rate in the dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
- Urban
0.25529
$183,000
$195,000
- Rural
0.12764
$12,000
$7,000
- Urban
0.10365
$21,500
$16,000
- Rural
0.05805
$19,500
$17,000
- Urban
0.18236
$142,000
$125,000
- Rural
0.09118
$9,900
$7,500
Community Halls
The Council sets targeted rates on all rating units in Community Hall Rating Areas for the purpose of
funding community halls. A separate targeted rate will be set for each Community Hall Rating Area.
Land Value Rates
The Council sets targeted rates, based on land value, on each of the following categories based on
location.
The categories are:


Kaihere Hall – all rating units situated within the Kaihere Hall Rating Area,
Patetonga Hall – all rating units situated within the Patetonga Hall Rating Area.
The 2015/16 estimated rates (in cents per dollar of land value) are:
Category
LV Rate
In the dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Kaihere Hall
0.00492
$4,000
$4,000
Patetonga Hall
0.00171
$1,500
$1,500
Annual Charges
The Council sets targeted rates, based on an annual charge per separately used or inhabited part of a
rating unit, on each of the following categories based on location.
The categories are:





Hikutaia Hall – all rating units situated within the Hikutaia Hall Rating Area within the Hauraki
District.
Karangahake Hall – all rating units situated within the Karangahake Hall Rating Area.
Kerepehi Hall – all rating units situated within the Kerepehi Hall Rating Area.
Mangatangi Community Centre – all rating units situated within the Mangatangi Community
Centre Rating Area.
Netherton Hall – all rating units situated within the Netherton Hall Rating Area.



Turua Hall – all rating units situated within the Turua Hall Rating Area.
Waikino Hall – all rating units situated within the Waikino Hall Rating Area.
Waitakaruru Hall – all rating units situated within the Waitakaruru Hall Rating Area.
In the 2015/16 year the estimated charges are:
Category
Annual Charge
Revenue Sought
2015/16
Revenue Sought
2014/15
Hikutaia Hall
$20.00
$2,500
$2,500
Karangahake Hall
$13.33
$1,900
$1,900
Kerepehi Hall
$8.89
$2,500
$2,500
Mangatangi Community Centre
$20.00
$800
$800
Netherton Hall
$17.78
$2,850
$2,850
Turua Hall
$19.13
$7,800
$7,800
Waikino Hall
$20.00
$4,100
$4,100
Waitakaruru Hall
$20.00
$4,700
$4,700
Land Drainage
The Council sets targeted rates for each of the Drainage Districts for the purpose of funding drainage
activity within those drainage districts.
Drainage Rates (D Rates)
The Council sets land value rates on each rating unit within the following categories based on location
for the purpose of funding drainage activity.
The categories are:
 Eastern Plains – all rating units situated within the Eastern Plains Drainage District (as shown in
document 465387), excluding those Residential, Commercial & Industrial, and Community land
use rating units within the townships of Kerepehi and Turua
 Western Plains – all rating units situated within the Western Plains Drainage District (as shown in
document 465398), excluding those Residential, Commercial & Industrial, and Community land
use rating units within the town of Ngatea
 Komata North Drainage District – all land situated within the Komata North Drainage District (as
shown in document 465388).
 Opukeko Drainage District – all land situated within the Opukeko Drainage District (as shown in
document 465390) excluding those Residential, Commercial & Industrial, and Community land
use rating units within the town of Paeroa
 Tirohia-Rotokohu Drainage District – all land situated within the Tirohia-Rotokohu Drainage
District (as shown in document 465353) excluding those Residential, Commercial & Industrial, and
Community land use rating units within the town of Paeroa
 Taramaire Drainage District – all land situated within the Taramaire Drainage District (as shown
in document 1038502).
The 2015/16 estimated rates (in cents per dollar of land value) are:
Category
LV Rate
In the dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Eastern Plains D Rate
0.04859
$266,000
$261,000
Western Plains D Rate
0.07353
$394,000
$463,000
Komata North D Rate
0.07791
$50,000
$48,000
Opukeko D Rate
0.13441
$24,000
$22,000
Tirohia-Rotokohu D Rate
0.16335
$102,000
$96,000
Taramaire D Rate
0.04453
$5,100
$5,000
Flood Protection Rates (F Rates)
The Council sets land value rates on a differential basis on each rating unit within the following
categories based on the extent of the service provided for the purpose of funding flood protection
activity.
The categories are:
 Flood Protection Class 1 (F1) – all rating units situated within the Western Plains Drainage
District Flood Protection Area 1 (as shown in document 465398).
 Flood Protection Class 2 (F2) – all rating units situated within the Western Plains Drainage
District Flood Protection Area 2 (as shown in document 465398).
 Flood Protection Taramaire – all rating units situated within the Taramaire Flood Protection area
(as shown in document 1319963).
 Flood Protection Kaiaua – all rating units situated within the Kaiaua Flood Protection area (as
shown in document 1326936).
The 2015/16 estimated rate (in cents per dollar of land value) is:
Category
LV Rate
In the dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Western Plains F1
0.09972
$55,000
$110,000
Western Plains F2
0.02344
$5,300
$10,500
Taramaire
0.06220
$4,700
$nil
Kaiaua
0.00531
$6,000
$nil
Pump Rates (P Rates)
The Council sets a land area rate on a uniform basis on all land within the following category based on
provision of service, for the purpose of funding the replacement of drainage pumps.

Western Plains Class P – all land serviced by the Hopai West, Martinovich, Central, North and
Rawerawe West pump stations.
The 2015/16 estimated rates (in dollars per hectare of land area) are:
Category
Western Plains Class P
Rate per
Hectare
$20.37
Revenue Sought
2015/16
$34,000
Revenue Sought
2014/15
$34,000
Urban Stormwater
The Council sets targeted rates on all non-rural land use rating units in the towns of Paeroa, Ngatea,
Kerepehi, Turua, Waihi, Whiritoa and all rating units within the Kaiaua Coastal Area for the purpose of
funding the urban stormwater activity.
Land Value Rates
The Council sets land value targeted rates on each rating unit within the following categories based on
land use, provision of service, and location.
The categories are:


Residential, Commercial & Industrial, and Community land use rating units within the town of
Paeroa that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.
Residential, Commercial & Industrial, and Community land use rating units within the town of
Ngatea that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.





Residential, Commercial & Industrial, and Community land use rating units within the town of
Kerepehi that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.
Residential, Commercial & Industrial, and Community land use rating units within the town of
Turua that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.
Residential, Commercial & Industrial, and Community land use rating units within the town of
Waihi that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.
Residential, Commercial & Industrial, and Community land use rating units within the town of
Whiritoa that receive a level of protection from stormwater flooding by being able to discharge
directly, or indirectly, to Council stormwater or drainage assets.
Residential, Commercial & Industrial, and Community land use rating units in the wider Kaiaua
area that receive a level of protection from stormwater flooding by being able to discharge directly,
or indirectly, to Council stormwater or drainage assets.
The 2015/16 estimated rates (in cents per dollar of land value) are:
Category
LV Rate
In the dollar
Revenue Sought
2015/16
Revenue Sought
2014/15
Paeroa
0.12142
$237,000
$298,000
Ngatea
0.18147
$101,000
$114,000
Kerepehi
0.17261
$33,000
$31,000
Turua
0.18245
$35,000
$34,000
Waihi
0.07995
$201,000
$224,000
Whiritoa
0.02030
$27,000
$27,000
Kaiaua
0.06395
$37,000
$nil
The Kaiaua rate was previously collected by an annual charge. The 2014/15 revenue sought under
that rate was $41,000.
Water Supply
The Council sets targeted rates for water supply based on, the volume of water supplied and, the
number of connections to the supply on all rating units connected to a water supply, for the purpose of
funding the water supply activity. The water volume rate is on a differential basis based on location,
and the extent of the provision of service. Water supply rates are billed separately twice yearly on
varying dates in the various water supply areas.
Annual Charges
The Council sets an annual charge per connection to a water supply on each rating unit within the
following category based on the provision of a service.
Connected – all rating units with a connection to a Council water supply.
The 2015/16 estimated annual charge is $95.10 (2014/15 $89.72).per metered connection.
Every metered connection will be charged the annual charge in conjunction with their usage charges
for water consumed.
Water Volume Rates (Metered Supply)
The Council sets a targeted rate on a differential basis per unit of water supplied to each rating unit
within the following categories based on location and level of service provided.
The categories are:
 Category One – all rating units connected to the Paeroa, Plains, and Waihi water supplies
according to a scale of stepped charges.


Category Two – all rating units connected to the Kaimanawa, Karangahake, Ohinemuri, and
Waikino water supplies
Category Three – rating units connected to a Council raw water main that receives completely
untreated water.
The 2015/16 estimated rates (in cents per cubic metre of water supplied) are:



Category One:
- Base Rate – Consumption up to 200 cubic metres
- Step One – Consumption between 200 and 400 cubic meters
- Step Two – All consumption over 400 cubic metres
Category Two – 120.77c (2014/15 113.93c)
Category Three – 56.11c (2014/15 52.93c)
154.06c (2014/15 145.34c)
129.33c (2014/15 122.01c)
116.97c (2014/15 110.35c)
The revenue sought from water supply targeted rate annual charges and water volume rates is
approximately $6,057,000 (2014/15 $5,936,000).
Wastewater
The Council sets targeted rates for wastewater based on an annual charge per rating unit for
unconnected rating units, or per water closet / urinal (pan) for connected rating units. Rating units
used primarily as a residence for one household will only be charged one pan charge. The targeted
rates are for the purpose of funding the wastewater activity.
Annual Charges
The Council sets an annual charge on a differential basis on the following categories based on
location, provision of service, and land use.
The categories are:
 District Unconnected – All rating units not connected to the Kerepehi, Ngatea, Paeroa, Turua,
Waitakaruru, Waihi or Whiritoa Wastewater schemes but with part of a boundary within 30 metres
of a wastewater main belonging to one of those schemes.
 District Connected – All rating units connected to the Kerepehi, Ngatea, Paeroa, Turua,
Waitakaruru, Waihi or Whiritoa Wastewater schemes.
The 2015/16 estimated annual charges are:
Category
District Unconnected
Uniform
Charge
Revenue Sought
2015/16
Revenue Sought
2014/15
$266
$138,000
$139,000
For District Connected rating units a scale of charges will apply:
Rating units used primarily as a residence for one household will be treated as having one pan.
Number of Pans
% of residential
annual charge
District
connected
Up to & including 2 Pans
100%
$532 per pan
Up to & including 4 Pans
75%
$399 per pan
Up to & including 6 Pans
67%
$356 per pan
Up to & including 8 Pans
62.5%
$333 per pan
Up to & including 10 Pans
60%
$319 per pan
Up to & including 15 Pans
48%
$255 per pan
Up to & including 20 Pans
42.5%
$226 per pan
37%
$197 per pan
Over 20 Pans
The revenue sought from wastewater connected rates is approximately $3,050,000 ($3,065,000 in
2014/15)
There may be further reductions in pan charges for educational establishments dependent upon
regulations made under section 25 of the Local Government (Rating) Act 2002. The Council’s
proposed remission policy on Wastewater charging for Educational Establishments should be read in
conjunction with this policy.
Refuse Collection Targeted Rates
The Council sets targeted rates for refuse collection and kerbside recycling based on a uniform charge
per separately used or inhabited part of a rating unit serviced by a Council funded refuse collection.
The targeted rates are for the purpose of funding the kerbside recycling activity, and the administration
of the refuse collection activity. The annual charge is on a differential basis (based on location and the
provision of service).
Annual Charges
The Council sets an annual charge per separately used or inhabited part of a rating unit on a
differential basis (based location and the provision of service). Whiritoa rating units have an increased
number of collections per year.
The categories are:


District Collected – all rating units serviced by Council’s kerbside recycling collection excluding
those in the Whiritoa township.
Whiritoa Collected – all rating units serviced by Council’s kerbside recycling collection in the
Whiritoa township.
The 2015/16 estimated annual charges are:
Category
Uniform
charge
Revenue Sought
2015/16
Revenue Sought
2014/15
District Collected
$27.46
$166,000
$161,000
Whiritoa Collected
$35.56
$16,000
$16,000
Penalties for Late Payments and Due Date of Payments
Payment Dates and Methods
The above rates are payable at the Council Offices at William Street, Paeroa, Orchard Rd, Ngatea and
Rosemont Rd, Waihi between 8.00am and 4.30pm Monday to Friday. Payments may also be made by
way of Direct Debits and Automatic Payments. Direct Credits in the form of telephone and internet
banking services are also accepted.
Excluding water supply targeted rates, the above rates are by way of three instalments, the dates of
such instalments being:
Instalment Number
Instalment date
Last date before penalty
Penalty added
One
20 October 2015
28 October 2015
30 October 2015
Two
20 February 2016
24 February 2016
26 February 2016
Three
20 May 2016
25 May 2016
27 May 2016
Water supply targeted rates are by way of two instalments per year with instalment dates for the
various water supply areas being staggered throughout the year. The instalment date for water rates is
the invoice date.
Penalties for Late Payment
The following penalties will be added to outstanding rates (excluding water supply rates):



An additional charge on unpaid rates of 10% of the instalment amount will be added on the day
following the last date on which the instalment is payable without incurring additional charges (as
described above).
An additional charge of 10% will be added to all rates assessed in a previous year which remain
unpaid on 1 September 2015.
A further additional charge of 10% will be added to all rates assessed in a previous year which
remain unpaid on 1 March 2016.
The following penalties will be applied to water supply rates:


An additional charge of 5% will be added to all current and previous years’ rates outstanding on
the day following the last date for payment of the first instalment.
An additional charge of 5% will be added to all current and previous years’ rates outstanding on
the day following the last date for payment of the second instalment.
Sample Properties
Included below are examples of the rating implication for rural and residential properties of a defined
capital and land value in each of the three ward of the Hauraki District.
These examples have been provided to enable the readers of this plan greater insight into the effect of
the proposals outlined in this Plan. It should be noted that these are indicative examples only, the actual
rates may vary.
For residential properties
In the 2015/16 year, typical rates for residential properties are projected to be as follows:
2014/15 Rates
(current, GST inclusive)
Proposed 2015/16 Rates
(GST inclusive)
Where
Capital Value
Percentage Change
Plains
$180,000
$1,938
$1,977
2.0%
Paeroa
$180,000
$1,949
$1,983
1.7%
Waihi
$180,000
$1,881
$1,929
2.6%
Plains
$270,000
$2,130
$2,177
2.2%
Paeroa
$270,000
$2,132
$2,173
1.9%
Waihi
$270,000
$2,053
$2,112
2.9%
Plains
$500,000
$2,670
$2,734
2.4%
Paeroa
$500,000
$2,638
$2,689
1.9%
Waihi
$500,000
$2,516
$2,599
3.3%
For rural properties
In the 2015/16 year, typical rates for rural properties are projected to be as follows:
2014/15 Rates (current,
GST inclusive)
Proposed 2015/16
Rates (GST inclusive)
Percentage
Change
Where
Capital Value
Plains
$800,000
$2,772
$2,826
2.0%
Paeroa
$800,000
$3,652
$3,886
6.4%
Waihi
$800,000
$2,228
$2,370
6.4%
Plains
$1,500,000
$4,689
$4,733
0.9%
Paeroa
$1,500,000
$6,113
$6,516
6.6%
Waihi
$1,500,000
$3,448
$3,685
6.9%
Plains
$4,000,000
$11,037
$11,119
0.7%
Paeroa
$4,000,000
$14,902
$15,908
6.7%
Waihi
$4,000,000
$7,807
$8,381
7.3%
For commercial/industrial properties
In the 2015/16 year, typical rates for commercial/industrial properties are projected to be as follows:
2014/15 Rates (current,
GST inclusive)
Proposed 2015/16
Rates (GST inclusive)
Percentage
Change
Where
Capital Value
Plains
$250,000
$3,412
$3,549
4.0%
Paeroa
$250,000
$4,049
$4,047
-0.1%
Waihi
$250,000
$3,755
$3,943
5.0%
Plains
$450,000
$4,052
$4,217
4.1%
Paeroa
$450,000
$4,660
$4,680
0.4%
Waihi
$450,000
$4,329
$4,553
5.2%
Plains
$650,000
$4,691
$4,885
4.1%
Paeroa
$650,000
$5,270
$5,314
0.8%
Waihi
$650,000
$4,903
$5,163
5.3%
Summary of rating changes by rate type
The following table summarises the changes by rate type forecast for each year of the Long Term Plan.
Forecast Changes by Rate (%)
General Rates
Targeted Rates - Roading
Targeted Rates - Paeroa Comm Facilities
Targeted Rates - Paer Comm Fac Business
Targeted Rates - Plains Comm Facilities
Targeted Rates - Plns Comm Fac Business
Targeted Rates - Waihi Comm Facilities
Targeted Rates - Waih Comm Fac Business
Targeted Rates - Wastewater
Forecast
2016
Forecast
2017
Forecast
2018
Forecast
2019
Forecast
2020
Forecast
2021
Forecast
2022
Forecast
2023
Forecast
2024
Forecast
2025
6.1%
4.0%
4.0%
4.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
10.0%
9.0%
8.0%
8.0%
9.0%
9.0%
7.0%
7.0%
7.0%
7.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
-3.5%
0.5%
0.7%
0.7%
0.8%
1.3%
1.0%
1.2%
1.6%
1.4%
4.2%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
24.5%
2.3%
2.7%
2.4%
2.7%
3.1%
2.8%
3.1%
3.5%
3.2%
1.1%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
14.5%
2.3%
2.8%
2.4%
2.7%
-8.9%
2.8%
3.0%
3.7%
3.2%
-0.5%
0.8%
1.8%
1.8%
1.7%
2.5%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Western Plains 'D'
-15.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Eastern Plains 'D'
2.0%
3.0%
3.0%
3.0%
3.5%
3.5%
4.0%
4.0%
4.0%
4.0%
Targeted Rates - Komata North 'D'
3.5%
3.5%
3.5%
3.5%
3.5%
3.5%
3.5%
3.5%
3.5%
3.5%
Targeted Rates - Opukeko 'D'
10.0%
10.0%
10.0%
10.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Tirohia-Rotokohu 'D'
6.0%
6.0%
6.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Taramaire 'D'
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
Targeted Rates - Taramaire 'F'
100.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
Targeted Rates - Western Plains 'F1'
-50.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
Targeted Rates - Western Plains 'F2'
-50.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
Targeted Rates - Paeroa Stormwater
-20.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Ngatea Stormwater
-10.0%
2.5%
2.5%
2.5%
2.5%
2.5%
2.5%
2.5%
2.5%
2.5%
Targeted Rates - Kerepehi Stormwater
7.5%
7.5%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Turua Stormwater
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Forecast Changes by Rate (%)
Targeted Rates - Waihi Stormwater
Forecast
2016
Forecast
2017
Forecast
2018
Forecast
2019
Forecast
2020
Forecast
2021
Forecast
2022
Forecast
2023
Forecast
2024
Forecast
2025
-10.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Whiritoa Stormwater
0.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
Targeted Rates - Kaiaua Stormwater
6.0%
6.0%
6.0%
6.0%
6.0%
6.0%
6.0%
6.0%
6.0%
6.0%
Targeted Rates - Waste Coll'n/Recycling
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.52%
4.01%
4.06%
4.08%
3.41%
3.53%
3.33%
3.37%
3.42%
3.45%
Cap for rates excluding water
4.5%
5.0%
5.0%
5.1%
4.8%
4.9%
5.0%
5.2%
5.4%
5.5%
Targeted Rates - Water Meter Charges
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
Water Meter Charges Cap
6.0%
6.5%
6.5%
6.6%
6.8%
6.9%
7.0%
7.2%
7.4%
7.5%
Total Rates
3.2%
3.5%
3.6%
3.6%
3.1%
3.2%
3.0%
3.1%
3.1%
3.1%
Rates excluding water