Press Release|Public Finance

KBRA Affirms AA- Rating for Soquel Creek Water District, CA Pure Water Soquel Project WIFIA Loan; Revised Outlook to Positive

5 Aug 2025   |   New York

Contacts

KBRA affirms the long-term rating of AA- for the Soquel Creek Water District (the "District") Pure Water Soquel Project (PWS) WIFIA Loan. The rating Outlook is revised to Positive from Stable.

The long-term rating and revised Outlook for the PWS Project - WIFIA Loan reflects the District’s completion of the main component of its large capital program, the PWS advanced water purification facility in 2025, and maintenance of continued strong financial performance through the large capex cycle, characterized by the manageable debt burden, solid debt service coverage, and sound reserves, all supported by timely and adequate water rate adjustments. Capital expenditures are projected to decline over the five-year horizon and are expected to be funded largely from internal cash and existing grant funds, with no new debt requirements.

Key Credit Considerations

The rating was affirmed because of the following key considerations:

Credit Positives

  • PWS project is substantially complete and remains close to budget, supported by state and federal grants and low-cost loans to contain project costs. No additional debt is contemplated to fund the project.
  • District maintains strong financial performance, with manageable leverage, sound debt service coverage, multiple reserves and paygo funding of capital maintenance.
  • Governing Board has demonstrated a willingness to enact rate increases as needed, pursuant to periodic rate studies which support strong financial performance.

Credit Challenges

  • Failure to timely complete the remaining PWS related projects, or incurrence of material cost overruns which financially burden the District.
  • Managing the low-to-declining water usage levels resulting from conservation and drought management measures in the State, which can pressure rates to sustain adequate revenues.

Rating Sensitivities

For Upgrade

  • PWS full project completion with limited delays and added costs, and stable operating performance once in service by 2026.
  • Strong trend in water sales and customer growth above expectations, strengthening financial metrics and/or offsetting projected rate increases.

For Downgrade

  • Material project cost overruns which present a significant financial burden.
  • Rate affordability concerns and/or Proposition 218 challenges that limit rate setting flexibility.
  • Period of sustained below budget water usage without offsetting rate increases or expense reduction.

To access ratings and relevant documents, click here.

Methodologies

Disclosures

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA), one of the major credit rating agencies (CRA), is a full-service CRA registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a Designated Rating Organization (DRO) by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized as a Qualified Rating Agency by Taiwan’s Financial Supervisory Commission and is recognized by the National Association of Insurance Commissioners as a Credit Rating Provider (CRP) in the U.S.

Doc ID: 1010721