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8 Approving FY20 Water Rates
AgendaItem#8IPublicUtilityDistrictCONSENTTo:BoardofDirectorsFrom:ReginaWiseDate:October16,2019Subject:ConsiderationofApprovingFY20WaterRates1.WHYTHISMATTERISBEFORETHEBOARDDistrictOrdinance2015-01wasBoardapprovedonAugust19,2015,settingmaximumwaterrateincreasesforFY16throughFY20.PertheBoard’sdirection,allannualadjustmentswillbereviewedbytheBoardofDirectorspriortoimplementation.2.HISTORYIn2015,theDistrictcontractedwithHDREngineeringtoupdatetheprior2013WaterRateStudy.The2015WaterRateStudyresultswereconsistentwiththe2013WaterRateStudyconfirmingtheDistrictwouldneedtoannuallyraiseratesinordertocompletecapitalprojectsandmaintainadequateoperatingcashandreservebalances.TheWaterUtilityreservegoalswererevisedperBoardapprovalonMarch6,2019tobeasfollows:.WaterGeneralFundshouldhaveacashreserveequaltoonehalfoftheannualbudgetedoperatingexpenses,excludingdepreciation;.WaterCapitalReserveFundshouldbearevolvingwatercapitalreservefundequaltotheaverageannualbudgetforcapitalreplacement;and.TheWaterUtilityshallmaintainaBoardrestrictedOperatingReserveFundtitledDeferredLiability.Theintentofthefundistoprovidereservesforunfundedliabiliteissuchaspensioncosts.Thereservegoalshallbe3.NEWINFORMATIONincompilingtheFY20andFY21Budgettheabovereservegoalsresultinatotaloperatingcashandreservegoalofapproximately$9.9millionattheendofFY21,withactualcashandreservegoalsprojectingtobejustunder$7.0million.ThisdeficitassumesthattheBoardapprovesthemaximumrateincreaseof3%forFY20perOrdinance2015-01(Attachment1).FY20revenueisforecasttoincreaseapproximately$388,000basedonthe3%rateincreaserepresentedinOrdinance2015-01.ThisincreasehasbeenincludedintheFY20BudgetandtheTenYearFinancialMasterPlanassumptions.The3%FY20increasewillcontinuetobeappliedtoinfrastructureimprovementsandpumpstationmaintenanceasoutlinedintheWaterDepartmentCapitalImprovement Plan.Staffdoesnotrecommendutilizingadditionalfundingfromthereserves,theWaterUtilityreservesaspreviouslystatedareprojectedtoremainbelowthereservegoallevelssetbytheBoard.4.FISCALIMPACTFY20ratesasdescribedinOrdinance2015-01willincreasetheDistrict’swaterrevenuebyapproximately$388,000.ThisincreaseisincludedinthedraftFY20andFY21Budget,andisanassumptionintheTenYearFinancialMasterPlan.5.RECOMMENDATIONDirectstafftoimplementtheFY20waterratesaslistedinOrdinance2015-01.::CLReginaWiseMichaelD.HolleyFinance&AccountingManagerGeneralManager Attachment1OrdinanceNo.2015-01SETTINGWATERRATESrIRUCKEEDONNER—PublicUtilityDistrictWHEREASTheDistrict’sretainedHDREngineeringtoconductawaterratestudy;andWHEREASHDREngineeringcompletedthewaterratestudyandrecommendedseveraloptionstofairlyallocatethecostofservicetotheDistricUscustomersthroughincreasedrates;andWHEREASapublicworkshopwasheldJune3,2015toreceivecommentsfromthepublicconcerningaproposaltoadoptsuchrateincreases;andWHEREASnoticesoftheproposedretailwaterratesandpublichearingweremailedtoallratepayersandpropertyownersinJune2015;andWHEREAStheDistrictreceivedprotestsontheretailwaterratesfromlessthanthemajorityofparcelswithintheDistrict;andNOW,THEREFORE,BEITENACTEDbytheBoardofDirectorsoftheTruckeeDonnerPublicUtilityDistrictasfollows:Sectioni.EffectivewithbillsissuedafterJanuary1ofeachyear2016through2020,thefollowingmonthlywaterratesshallbeeffective.MeteredResidentialWaterRates-Thedomesticwaterratesforsinglefamilyproperties,individualcondominiumunitsandtownhouseunitsequippedwithametershallconsistofthreecomponents,abasecharge,acommoditychargeandapumpzonecharge.MeteredResidential1/1/20161/1/20171/1/20181/1/20191/1/2020BaseCharge,Upto3/4$6072$6375$6567$6764$6966lit72.4276.0478.3280.67i__83.09Morethan1”chargedasCommercialIIConsumption(1,000gal)08000gal(block1)$06$$071$073$076$0788000+gal(block2)0.850.890.920.940.97PumpZoneChargesZone1$000$000$000$000$000Zone20.40•0.450.500.550.60Zone30.800.901.00:i.io1.20Zone41.201.351.501.651.80Zone5“1.601.802.002.202.40Zone62.002.252.502.753.00Zone72.402.703.003.303.60WHEREASapublichearingwasheldonAugust19,2015;andOrdinance2015-01 Un-meteredResidentialWaterRates-Thedomesticwaterratesforsinglefamilyproperties,individualcondominiumunitsandtownhouseunitsnotequippedwithameter.CommercialWaterRates—Thecommercialwaterratesforallothermultipledwellingunits,trailerparks,publicuse,dedicatedirrigationandcommercialestablishmentsshallconsistofthreecomponents,abasecharge,acommoditychargeandapumpzonecharge.Section2.Placementofagivencustomeraccountintoapumpzoneforbillingpurposesshallbebaseduponthatcustomer’srelationshiptothe6170PressureZone.The6170PressureZoneisdeemedtobePumpZoneIandallcustomerslocatedwithinthatpressurezoneandotherareaswherewatercanbesuppliedfrom6170PressureZonesolelywithoutpumpingshallalsobeconsideredpartofPumpZoneI.Forallotherareas,agivencustomershallbere-classifiedtothenexthighestpumpzoneforeachtimethewatermustbepumpedfromthe6170PressureZonetosupplythatcustomer.Un-meteredResidential1/1/20161/1/20171/1/20181/1/20191/1/2020Un-meteredResidentialZone1$68.90$72.35$74.52$76.75:$79.05Zone271.5575.13773879.7082.09Zone375.2679.0281.3983.8486.35Zone478.9782.9285.4187.9790.61Zone582.6886.8189.4292.10j94.86Zone686.1890.49932096.0098.88Zone790.1094.619744100.37103.38Commercial1/1/20161/1/20171/1/20181/1/20191/1/2020BasedCharges.Upto3/4”$60.72$63.75$65.67$67.64$69.661”72.4276.0478.3280.6783.091.5’101.80106.8911010113.40116.802”139.95146.95151.36155.90160.583”23428246.00253.38260.98268.814”335.23351.99362.55373.42384.626”502.83527.97543.81560.13576.938’628.54659.96679.76700.16721.16CommercialConsumption$/l000gaI$166$175$180$185$191PumpZoneChargesZone1$0.00$0.00$0.00$0.00$0.00Zone2.0.400.450.500.550.60Zone3,0.800.901.001.101.20Zone41.201.351.501.651.80Zone51601.802.002.202.40Zone6,2.002.252.502.753.00Zone72.402.703.003.303.60Ordinance2015-012 Section3.ItistheDistrict’sgoalthatallcustomersareequippedwithawatermeterandbilledvolumetricallybasedupontheirusage.ItistheDistrict’sintenttohavewatermetersinstalledonallcustomers’waterservices.However,circumstancesmayexistwherebyacustomerrefusestoundertakethenecessaryactionsorimprovementstoallowthatcustomertobebilledonavolumetricbasis.Inthosecases,thecustomershallbesubjecttoanon-conformingbulkrate”andshallbechargedamonthlybillforservicebasedonthebasecharge,commoditychargeandpumpzonechargecorrespondingtothatcustomer’slocationandclass(residentialorcommercial).Fordeterminingthecommoditychargeandpumpzonechargethecustomershallbechargedavolumeequaltotheg0thpercentileofusageforallcustomerswiththesamecustomerclassandmetersize.Thisdeterminationofthe90thpercentileshalloccurannuallyinJanuaryandshallbebaseduponthemeteredusagedataforthepriorcalendaryear.Section4IfnoprotestismadepursuanttoPublicUtilitiesCodeSection16078,thenthetermsofthisordinanceshallbeeffectivethirtydaysafteradoptionbytheboardofdirectorsoftheDistrict.Section5TheClerkoftheDistrictshallimmediatelycauseacopyofthisordinancetobepublishedinanewspaperofgeneralcirculationandpostedinthreeplaceswithintheDistrict.Section6.TheprovisionsofotherOrdinancesshallremainineffecttotheextentthattheydonotconflictwiththisordinance.PASSEDANDADOPTEDbytheBoardofDirectorsoftheTruckeeDonnerPublicUtilityDistrictatameetingdulycalledandheldwithintheDistrictontheIgthdayofAugust,2015bythefollowingrollcallvote:AYES:Directors:Aguera,Bender,Laliotis,WarmerdamandPresidentEllisNOES:NoneABSENT:NoneTRUCKEEDONNERPUBLICUTILITYDISTRICTByJJt2BobEllis,PresidentoftheBoardATTEST:MichaelD.Holley,CIerkfTheBoardOrdinance2015-013