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da Item #
TRUCKEE DONNE-
P!Ubl�ic' Utility Dist,6-t
Workshop
To: Board of Directors
From: Mary Chapman, Administrative Services Manager
Date: January 18, 2008
SUBJECT: Discussion of amending various fee schedules, with direction or action by the
Board
1. WHY THIS ITEM IS BEFORE THE BOARD
District costs to perform work have increased since the attached fee schedules were established.
Only the Board can amend fee schedules.
Goal#6: Manage the District in an effective, efficient and fiscally responsible manner.
6.6 Develop appropriate financial procedures to assure responsible financial management.
2. HISTORY
Some of the District's fee schedules were amended within the last year or two. Most of the fees
charged for miscellaneous services performed by the District staff have not been amended in
many years and need to be updated.
At the last Board meeting, Bob Mescher presented an analysis of the various activities performed
by the staff and how much these activities cost the District. The Board asked that we review the
proposed Miscellaneous Fee Schedule and come back with some additional information
including:
• Update proposed fees to recover actual costs
• Provide information on past activity
• Suggest how to phase in some of the increases
• Provide information on how much other utilities charge for similar services
3. NEW INFORMATION
Attached you will find the water and electric connection and facilities fee schedules as proposed
at the January 9, 2008 workshop. No additional changes to these schedules are being
recommended.
After further discussion with Michael Holley, John Ulrich and the department heads, the
Miscellaneous Service Fee schedules have been revised. Like charges were combined,
descriptions were improved and some of the proposed fees were modified to reflect the actual
cost of performing the services. We are also recommending that several of these services be
performed at no additional cost to the customer so long as they can be scheduled during normal
work hours.
We will be prepared at the workshop to talk about service charge activity during 2007 and what
other utilities are charging for similar services.
4. RECOMMENDATION
This is a workshop item.
Mary Chapm dmi i trative Services Manager Michael D. Holley, P.E., General anager
Agenda Item
TRUCKEE DONNER
Workshop
To: Board of Directors
From: Ed Taylor
Date: January 4, 2008
Subject: Water connection fees increase for 2008
Why this matter is before the board: The Board approval is required for fee
increases.
Objective 6: Manage the District in an effective, efficient and fiscally responsible manner.
Goals:
1.2 Maintain and implement a current Water Master Plan, including the required facilities to
meet current and future demand and supply.
2.2 Maintain and implement an Electric System Master Plan, including the required facilities
to meet the current and future demand and reliable supply.
6.4 District will conduct an active cost control program.
6.5 Review and implement a Financial Goals policy to achieve a stable financial condition.
History: Each year after the budget is approved; the water department staff reviews
the cost of the water connection fees. Calculations are based on labor cost, overheads,
and material cost.
New information: The 2008 budget had increased costs for labor, fuel and materials.
Therefore, a recommended Water Connection Fee has been developed. The increase
is strictly related to inflation of our costs. The increase is $40.00 for the 5/8X3/4 inch
meter, increased from $1,145 to $1,185, and the 3/4 inch meter increased form $1,180
to $1,220.
Recommendation: This is a workshop item, so no formal action is suggested at this
ti h' meetin is for the purpose of review and discussion.
J/ jl
Ed Taylor, Water Utility Manager ,/John Ulrich, Interim GM
Agenda Item #
ab
-
Workshop
To: Board of Directors
From: Stephen Hollabaugh
Date: January 4, 2008
Subject: Workshop-Amend the Electric Connection and Electric Fees
The Fees and charges discussed here are listed in District Code Chapter 5.20 Electric Fees and
Charges; The fees discussed are Connection fees (Temporary and Permanent) section 5.20.010,
020 and Service Fees section 5.20.050. The description of these are listed below;
5.20.010 Connection Fees - Temporary Service - The District will provide two types of temporary
service; one which will be removed and not become permanent, and one which will become a
permanent service.
5.20.020 Connection Fees - Permanent Service - The connection fee is a charge determined by
the District to establish a new service. It includes, but is not limited to, the costs of material, labor,
overhead, general and administrative costs to provide the service conductor and cable, metering, a
proportionate share of the transformer costs, and the account set-up costs.
5.20.030 Connection Fees- Permanent Service. Multiple(Single and Three Phase) - In the event
that a service requires multiple metering, the original service will be governed by the connection fees
for a permanent service. Subsequent connections made from the same service drop will be subject to
the applicable metering, transformer and account set-up costs in addition to the facilities fees.
The purpose of the electric connection charge is to pay for the construction of a new service a
customer may request. These services can vary in construction type (overhead, underground,
overhead to underground) and have various lengths from the existing system to the new customer
panel. It has been determined, and is current District practice, that certain electrical costs should be
charged a flat fee rather than the actual cost. The electric connection fees fall into this category.
The overall costs have been reviewed and it has been determined that an adjustment to the fee is
necessary.
The costs of materials and labor have increased since the last adjustment to the electric
connection charges effective March 20, 2006. A three percent (3%) increase is proposed in
2008 to capture some of the cost increases since the last adjustment to the electric
connection fees.
Process for the Board of Directors of the Truckee Donner Public Utility District to amend the
Electric Connection Fee and Electric Fee schedule;
Conduct a public hearing on January 23, 2008 to receive public comments on the proposal to
increase the electric connection fee and electric fee schedule;
Page 1 of 3
Adopt an ordinance that will do the following:
Section 1. The Board of Directors hereby adopts the recitals within the ordinance as its
findings.
Section 2. Payment and collection of electric connection fees or electric fees—
The customer shall pay and the District will collect the connection fees or electric fees upon
the submission of an application for new service or modification to an existing service. When
the District requires a development agreement, the customer shall pay and the District shall
collect the electric connection fee upon execution of a development agreement between the
District and the customer.
Amount of Electric Connection Fees and Electric Fees:
ELECTRIC CONNECTION FEES
Proposed
Size and Type of Service Existing Connection fee
Connection Fee
3% Increase
A. Single phase, 120/240 service—200 amp
Three-wire overhead
1) Temporary Actual cost Actual cost
2) Permanent connection to structure
$1,212 $1,248
3) Temporary connection to customer-owned power pole $1,489
and subsequent transfer to structure $1,534
B. Single phase, 120/240 service—200 amp
Three-wire underground (overhead transformer)
1) Permanent connection to structure $1,212 $1,248
2) Temporary connection to customer-owned power pole; $1,489 $1,534
removal of same and installation of underground
permanent service to structure
C. Single phase, 1201240 service—200 amp
Three-wire underground (padmount transformer)
1) Permanent connection to structure $1,212 $1,248
2) Temporary connection to customer-owned power pole; $1,489
removal of same and installation of underground $1,534
permanent service to structure
D. Single phase, 120/240 service—400 amp
Three-wire underground or overhead
1) Permanent connection to structure $2,295 $2,364
2) Temporary connection to customer-owned power pole; $2,572 $2,649
removal of same and installation of underground permanent
service to structure
Page 2 of 3
E. Three phase, 208v,240v or 480v service
Four-wire overhead
1) Permanent connection to structure Actual Cost Actual Cost
2) Temporary single phase 120/240 service for construction Actual Cost
purposes to become three-phase permanent service to Actual Cost
structure
Ordinance 2006-08 set the Electric Fees below to a flat fixed rate rather than actual cost.
The costs of materials and labor have increased since the last adjustment to the electric fees
effective October 16, 2006 listed below. A three percent (3%) increase is proposed in 2008 to
capture some of the cost increases since the last adjustment to the electric fees.
ELECTRIC FEES
Proposed
DESCRIPTION Existing Electric fee
Electric Fee
3% Increase
Overhead to Underground upgrade or relocate, up to 200 amp panel $1,212 $1,248
Overhead relocate $360 $371
400 amp upgrade $1,800 $1,854
Temporary overhead service $750 $773
Overhead to Underground upgrade or relocate, up to 200 amp panel, $1,489 $1,534
with TPP(Temp to Permanent Installation)
Section 3. If no protest is made pursuant to Public Utilities Code Section 16078, then this ordinance
shall be effective sixty days after adoption by the board of directors of the District.
Section 4. The Clerk of the District shall immediately cause a copy of this ordinance to be published
in a newspaper of general circulation and posted in three places within the District.
Section 5. The provisions of other Ordinances shall remain if effect to the extent that they do not
conflict with this ordinance.
Recommendation:
The Board schedule a public hearing on January 23, 2008 to receive public comment on the proposal
to increase the electric connection fee and electric fee schedule;
sistant General M ager Ime m General Manager
_geW of 3
Agenda Item #
TRUCKEE � b
DONNER
Workshop
To: Board of Directors
From: Stephen Hollabaugh
Date: January 3, 2008
Subject: Workshop—Amend the Electric Facility Fees
The Fees and charges discussed here are listed in District Code Chapter 5.20 Electric Fees and
Charges; The fees discussed are Electric Facilities Fees section 5.20.040 of the District Code. The
description of these are listed below;
5.20.40 Facilities Fees
5.20.41 5.20.040.1 Section One— Legislative Findings
5.20.42 The District must expend its water and electric facilities in order to maintain current
standards of public health if new development is to be accommodated without decreasing
current standards of public health.
5.20.040.1 A The imposition of facilities fees is one of the preferred methods of ensuring that
development bears a proportionate share of the cost of water and electric facilities necessary to
accommodate such development. This must be done in order to promote and protect the public
health, safety and welfare.
5.20.040.1 B Connecting to the District water and/or electric system will create a need for the
construction, equipping or expansion of water and electric facilities.
5.20.040.1 C The fees established by Section Seven are derived from, are based upon and do not
exceed the costs of providing additional water and electric facilities necessitated by the connection to
the District's water and electric systems.
A study was conducted to determine the capital improvements required to provide for projected load
growth over the 15-year planning period, increased system capacity, and expansion or maintenance
of the operating flexibility of the electric system. The study is the District's 2002 Electric System
Master Plan Update. The District has budget in 2008 for an update to the entire Master Plan. When
the 2008 Electric Master Plan is completed, the facility fees will be reviewed again at that time.
The purpose of facilities fees is to finance the construction of new public electric system facilities to
mitigate the impacts of additional demands on the existing electric system caused by new
development within the District's electric service area.
The costs of material and labor have increased since the last adjustment to the electric facility
ordinance that was effective as of February 16, 2004. A three percent (3%) increase is proposed in
2008 to capture some of the cost increases since the last adjustment to the electric facility fees.
Process for the Board of Directors of the Truckee Donner Public Utility District to amend the
Electric Facility Fees schedule;
Conduct a public hearing on January 23, 2008 to receive public comment on the proposal to increase
the electric facilities fee schedule;
Page l of 3
Adopt an ordinance that will do the following;
Section 1. The Board of Directors hereby adopts the recitals within the ordinance as its
findings.
Section 2. Payment and Collection of Facilities Fees -
The customer shall pay and the District will collect the facilities fees upon the submission of an
application for new service or modification to an existing service. When the District requires a
development agreement, the customer shall pay and the District shall collect the facilities fees
upon execution of a development agreement between the District and the customer.
Section 3. Amount of Facilities Fees -
A. Residential Facilities Fees
1. New Residential Areas: The amount of the electric facilities fees shall be based
according to panel size as follows for 2008;
a. 200Amp or less -$1,298 (existing fee is $1,260)
b. 400Amp- $2,595 (existing fee is $2,520)
2. Existing Residential Areas: If the developer or owner who builds an
improvement on a vacant parcel desires to install an electric service larger than
a 200 amp single phase panel, the developer or owner will pay the difference in
facility fees between the larger panel and a 200 amp panel.
3. Modification to Existing Residential Service: A customer desiring to modify the
size of an existing panel for a residential service will pay the difference in facility
fees, at the current fee schedule, between the larger panel and the size of the
existing panel.
B. Commercial Facilities Fees
1. New Commercial Development: For new commercial development, facility fees
will be due and payable upon execution of a development agreement with the
District. Facility fees will be charged according to the voltage, panel size, and
phasing requirements as requested and noted in the development application
submitted to the District by the developer.
The amount of commercial electric facilities fees shall be charged according to the following
schedule:
Increase Increase
3% 3%
Existing Existing Proposed Proposed
1 3
Panel Phase Phase 1 Phase 3 Phase
Voltage Size Fee Fee Fee Fee
200A or
120/240 less $1,260 $2,182 $1,298 $2,247
120/240 400 $2,520 $4,365 $2,596 $4,496
120/240 600 $3,780 $6,547 $3,893 $6,743
120/240 800 $5,040 $8,730 $5,191 $8,992
120/240 1000 $6,300 $10,912 $6,489 $11,239
120/240 1200 $7,560 $13,095 $7,787 $13,488
120/240 1400 $8,820 $15,276 $9,085 $15,734
120/240 1600 $10,080 $17,459 1 $10,382 $17,983
Page 2 of 3
200A or
120/208 less $1,092 $1,891 $1,125 $1,948
120/208 400 $2,184 $3,783 $2,250 $3,896
120/208 600 $3,276 $5,674 $3,374 $5,844
120/208 800 $4,368 $7,565 $4,499 $7,792
120/208 1000 $5,460 $9,457 $5,624 $9,741
120/208 1200 $6,552 $11,348 $6,749 $11,688
120/208 1400 $7,644 $13,239 $7,873 $13,636
120/208 1600 $8,736 $15,132 $8,998 $15,586
120/208 2000 $10,920 $18,914 $11,248 $19,481
200A or
277/480 less $2,520 $4,365 $2,596 $4,496
277/480 400 $5,040 $8,730 $5,191 $8,992
277/480 600 $7,560 $13,095 $7,787 $13,488
277/480 800 $10,080 $17,459 $10,382 $17,983
277/480 1000 $12,600 $21,824 $12,978 $22,479
277/480 1200 $15,120 $26,189 $15,574 $26,975
277/480 1400 $17,640 $30,553 $18,169 $31,470
277/480 1600 $20,160 $34,918 $20,765 $35,966
277/480 2000 1 $25,956 j $44,956
2. Modification to Existing Commercial Service: A customer desiring to modify an
existing commercial service due to any change of voltage, panel size, and/or
phasing, the customer will pay the difference in facility fees, at the current fee
schedule, between the proposed panel and the new panel size.
3. For panel sizes not listed in the previous sections, the facility fee will be
calculated by interpolating between or extrapolating from the listed values as
appropriate.
Section 4. Use of Facilities Fees - Facilities fee shall be solely used to pay for all costs
associated with the public facilities described or identified in the 2002 Electric Master Plan
Update constructed by the District.
Section 5. Effective with the effective date of this Ordinance, all prior resolutions and ordinance
pertaining to Electric Department facilities fees are rescinded and of no further force and effect.
Section 6. This ordinance shall be effective sixty (60) days after the date it was adopted by the
Board of Directors.
Section 7. The Clerk of the District shall immediately cause a copy of this ordinance to be
published in a newspaper of general circulation and posted in three places within the District.
Recommendation:
The Board schedule a public hearing on January 23, 2008 to receive public comment on the proposal
to increase the eljadnc facilities fee schedule;
Assistant General Manager nt 'm General Manager
Pa! of 3
� c
Truckee Donner Public Utility District ELECTRIC
Miscellaneous Electric Service Fees-Proposed Changes
2008
Estimated New/
Description Current Actual Proposed Delete Fee Less Comments
Fee Cost Fee /Modify than Cost
1 Relocation of underground services with no benefit to the District LMO Varies LMO
Temporary removal of electrical facilities for customers sole convenience(except for service
21 removal and replacement to remove trees) LMO Varies I LMO
3 Relocation of security lights LMO Varies LMO
Service reconnect following disconnect at the pole for non-payment of bill(due to meter
4 tampering or inaccessible meter) LMO Varies LMO
dService disconnect or reconnect during normal working hours for the customer to repair their
own facilities $ - $ 31.18 $ - Yes Customer Service
Service disconnect or reconnect after normal working hours for the customer to repair their
6 own facilities LMO $ 360.89 $ 365.00 Modify
7 Service disconnect or reconnect due to structural fire and District facilities damaged Material Varies LMO Modify
8 Remove or reinstall service drops for removal of trees during normal business hours $ - Varies $ - Yes I Customer Service
9 Remove or reinstall service drops for removal of trees after normal business hours N/A Varies I LMO New
Meter reconnection,disconnection,or transfer for establishing and closing an account during
10 office hours-single phase $ 35.00 $ 57.21 $ 60.00 Modify
Meter reconnection,disconnection,or transfer for establishing and closing an account after
11 hours double-time rate $ 105.00 $ 365.29 $ 365.00 Modify
Meter reconnection,disconnection,or transfer for establishing and closing an account during Three phase is more complex
12 office hours-three phase $ 35.00 $ 88.38 $ 90.00 New I than single phase
13 1 Establishing and closing an account as of the last reading date $ 20.00 $ 26.03 $ 30.00 Modify
14 Automatic transfer of an account back to an owner $ - $ 3.95 $ - Yes Customer Service
Giving customer the benefit of
15 Resealing meter; ring seal first occurrence-single phase $ - $ 67.33 $ - Yes doubt
Giving customer the benefit of
16 Resealing meter; ring seal first occurrence-three phase $ - $ 98.50 $ - New Yes doubt
17 Resealing meter; ring seal second occurrence-single phase $ 25.00 $ 67.33 $ 70.00 Modify
Three phase is more complex
18 Resealing meter; ring seal second occurrence-three phase $ 25.00 1 $ 98.50 $ 100.00 New than single phase
Resealing meter; both the ring seal and the inner seal are cut or missing-single phase(all
19 occurrences) $ 25.00 1 $ 71.73 $ 75.00 Modify
Note: LMO=Actual cost of Labor, Material,and Overhead
Additional fee will apply(LMO)for snow removal or excavation
Truckee Donner Public Utility District ELECTRIC
Miscellaneous Electric Service Fees-Proposed Changes
2008
Estimated New/
Description Current Actual Proposed Delete Fee Less Comments
Fee Cost Fee /Modify than Cost
Resealing meter;both the ring seal and the inner seal are cut or missing-three phase(all
20 occurrences) $ 25.00 $ 102.90 $ 105.00 New
Additional fees may apply for
21 1 Repairing or replacing a broken meter-standard single phase $ 95.00 $ 159.23 $ 160.00 Modify other non-standard meters
Additional fees may apply for
22 Repairing or replacing a broken meter-standard three phase LMO $ 682.90 $ 685.00 Modify other non-standard meters
23 Resealing underground/overhead panel $ - $ 31.18 $ 35.00 New
Testing of single phase meter at customer request and the meter has been tested within three
24 years(cost is refunded if the meter is more than 2%fast) $ 50.00 $ 62.36 $ 65.00 Modify
Testing of three phase meter at customer request and the meter has been tested within three
25 years(cost refunded if meter is more than 2%fast) $ 75.00 $ 124.71 $ 125.00 Modify
26 Performing a special reading $ 20.00 $ 31.18 $ 35.00 Modify
27 Monthly Security Light Service-100w $ 10.00 $ 11.21 $ 15.00 Modify
28 Monthly Security Light Service-.200w $ 15.00 $ 16.87 $ 20.00 Modify
29 Monthly Security Light Service-400w $ 20.00 $ 27.91 $ 30.00 Modify
30 Callout after normal business hours $ 105.00 $ 365.29 $ 365.00 Modify
Meter reconnection,disconnection, or transfer for establishing and closing an account after This fee is no longer applicable
XX hours 1 1/2 times rate(overtime rate) $ 85.00 $ 68.84 N/A Delete and should be deleted
XX Service disconnect or reconnect due to structural fire and District facilities undamaged $ - $ 31.18 N/A Delete Duplicate;see#6
Testing single phase meter due to either broken or missing internal seal or the integrity of the This fee is redundant(#20)and
XX meter is in question $ 50.00 $ 31.18 N/A Delete should be deleted
Testing polyphase meter due to either broken or missing internal seal or the integrity of the This fee is redundant(#21)and
XX meter is in question LMO 1 $ 62.35 N/A Delete should be deleted
Note: LMO=Actual cost of Labor, Material, and Overhead
Additional fee will apply(LMO)for snow removal or excavation
Truckee Donner Public Utility District Water
Miscellaneous Water Service Fees-Proposed Changes
2008
New/
Description Current Estimated Proposed Delete Fee Less Comments
Fee Actual Cost Fee /Modify than Cost
1 1 Relocation of water services LMO Varies LMO
2 Physical disconnection or reconnection of water service during normal business hours $ 25.00 $ 31.18 $ - Modify Yes See Note
3 Callout after normal business hours(including frozen pipes) $ 105.00 $ 298.24 $ 300.00 Modify See Note
4 Trench backfilled before District installs facilities LMO Varies LMO
Meter reconnection,disconnection,or transfer for establishing and closing a water only account-
5 unmetered $ 15.00 $ 4.40 $ 15.00
Meter reconnection,disconnection, or transfer for establishing and closing a water only account-
6 metered $ 15.00 $ 31.18 $ 35.00 Modify
7 Performing a special reading $ 20.00 $ 31.18 $ 35.00 Modify
Physical disconnection or reconnection of water service-frozen pipes during normal business
$ - $ 31.18 N/A Delete Duplicate of#2
XX hours
Physical disconnection or reconnection of water service-frozen pipes after normal business
$ 105.00 $ 298.24 N/A Delete Duplicate of#3
XX hours
Note: LMO=Actual cost of Labor, Material, and Overhead
Additional fee will apply(LMO)for snow removal or excavation
Truckee Donner Public Utility District General
Miscellaneous General Service Fees-Proposed Changes
2008
Estimated New/
Description
Actual Recommended Delete Fee Less Comments
Current Fee Cost Fee /Modify than Cost
Document Printing&Copying per page(except current Board Agenda Packets&
1 copies of a customer's own records) $ - $ 0.10 $ 0.10 New
2 Electronic Medium(lea tape or DVD or CD) $ - $ 2.00 $ 2.00 New
3 Credit Verification Report $ 1.30 $ 1.41 Modify Yes Customer Service
4 Trip charge to deliver a 48-hour disconnect notice or notice of non-compliance $ 10.00 $ 10.35 $ 10.00 2 employees to collect or
Trip charge to disconnect power for non-payment or non-compliance of a payment disconnect service.See also
5 agreement or District service agreement $ 10.00 $ 36.28 $ 40.00 Modify Electric Fee#11
6 Trip charge to deliver a Returned Check Notice $ - $ 10.35 $ 10.00 New
Returned check charge($25 per check-maximum charge per check$50 for checks
$ 10.00 $ 24.40 $ 25.00 Modify
7 returned twice)
Minimum monthly late payment fee on account balance greater than$50;fee only
8 applies to balances greater than$50; 1.50%or$10 minimum $ 5.00 $ 7.53 $ 10.00 Modify
Based on local bank savings
account rate(reviewed quarterly).
For example,0.188%_$0.19 per
Annual interest rate on consumer deposits(based on avg of 4 local banks;see Title o year fora le,0 de
9 5,5.01.010.6&5.01.020.6) .188%APR N/A .188/o APR
10 Repair or Replacement of any District Facilities LMO Varies LMO
11 Bid Documents LMO Varies LMO
XX Trip charge to deliver a 48-hour notice non-compliance $ 10.00 $ 10.35 N/A Delete Duplicate of#4
Note:LMO=Actual cost of Labor,Material,and Overhead
Additional fee will apply(LMO)for snow removal or excavation
Water Connection Fee for SFR
Northstar CSD all SFR $1,390
Tahoe City PUD 5/8"x%" $ 2,000
'/4" $ 2,500
North Tahoe PUD any size SFR $ 5,500
Squaw Valley PSD 5/8"x 3/4" $ 8,122
3/4" $16,244
Alpine Springs CWD 5/8"—3/4" $ 8,660 (includes meter)
Truckee Donner PUD 5/8"x3/4" $1,185 proposed
3/4" $1,220
Sierra Pacific Power $25.00 since 1986
SW Gas $25.00
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