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HomeMy WebLinkAbout14 Delinquent Accounts Agenda Item # 14 PIER Public Utdity District WORKSHOP To: Board of Directors From: Mary Chapman Date: August 05, 2009 Subject: Review of the Districts Electric and Water Delinquent Accounts Receivable 1. WHY THIS MATTER IS BEFORE THE BOARD This workshop is intended to update the Board on the status of delinquent electric and water accounts receivable trends and provide information regarding those accounts that are being written off according to Board policy. 2. HISTORY Historically, the District's write off of uncollectible account balances has been very low. This has been due to the Board's credit and collection policies and the efforts of staff to follow those policies. Because of the increase in delinquent accounts during the last year, we felt that it was important to keep the Board informed about the continuing trend of past due accounts and outstanding balances being written off. 3. NEW INFORMATION Staff has completed the semi-annual write-off list which totals $15,640.03. This amount represents accounts that closed between June 1, 2008 and December 31, 2008 that are still unpaid. There has been a significant increase in uncollectible accounts in 2008 and so far in 2009. Attached are the following documents: 1) The current list of uncollectible accounts to be written off. These accounts are sent to collections. When we remove them from our active accounts receivable file, we follow them in what is called a "Uncollectible Accounts File". If a customer applies for service at a later date, an alert notice is given to the Customer Services Clerk. 2) Comparison of total write-offs in dollars for the last nine and a half years. This chart indicates that we are writing off more dollars. We expect this trend to continue until there is an improvement in the economy. 4. FISCAL IMPACT An increase in uncollectible accounts reduces the District's operating funds. 5. RECOMMENDATION Review this report and provide comment. Mary Ch m Michael D. Holley Administrative Services Manager General Manager ACCOUNTS RECEIVABLE 2009 WRITE-OFF BAD DEBT LISTING ACCOUNTS 6 MONTHS OLD AS OF 6130109 Account# Name Total Write-Off Amount 9000005401 Anderson, Eric $ 566.19 2062300025 Baker, James E 44.20 9000002123 Anderegg, Fred 73.25 9000011428 Barrett, Daniel 81.85 9000010212 Bray, Cristianne 85.87 9000012772 Camfield, Heather G 481.77 5054240024 China Garden 1,504.46 5840650024 Cordell, Terry 167.81 2071010600 Dahl, C. (C. Dibassier) 275.74 9000012412 Deto, Margaret 164.37 9000004588 Daniel, Delores A. 771.04 9000011151 Dougherty, Sean 97.10 9000008745 Duarte, Juan 420.09 9000010669 Emley, Lynn 325.79 9000009342 Estes, Kenneth 694.27 9000012445 Fitzgerald, Mark 222.29 9000013390 Fobare, Sheri 71.13 9000009458 Gage, Elizabeth 138.27 9000012562 Geyer Douglas 232.02 3062540029 Gibassier, Jean-Luc 281.01 9000003332 Gidal, Connie 111.58 9000011697 Gonzalez, Guadalupe 88.69 9000012972 Greenlee, Nick 408.10 9000013122 Haecker, Jim 35.15 9000013502 HSBC Mortgage Services 255.04 9000011241 Huerta, Francisco 5.29 9000012594 Hugo, John 188.51 9000007526 Hunt, Chris 129.39 9000012985 Johnson, John 330.95 9000012178 Kammer, Eric 182.60 9000012961 Kawaihau, Shannon 188.90 9000010450 Kelly, J L 44.26 5601040002 Kirk, Dedra L 225.02 4550820024 Linegar, Kandie M 209.41 9000011142 Loop, Griffin 127.37 9000012893 Martinez, Amber 42.12 9000009243 Martinez, Vicente 393.04 2061310024 Marx, Lisa 267.98 9000010208 Matheson, Ronnie 246.68 9000010997 Minicucci, Julie 300.30 9000010211 Moran, Bradley 81.29 9000011698 Mounts, Brian 174.59 9000006169 Mouradian, Ayda 186.23 6832920025 Nelson, Randy 91.90 9000013404 Nevis, Walter 65.45 9000013428 Option One Mtg Loan 414.47 9000012257 Osuna, Patricia 306.70 9000005828 Plant, Stephen 667.16 1603233026 Ramos, Judith J 85.61 9000011346 Richter, Brenden 571.44 9000010496 Schafer, Chris 169.22 5400870024 Sich, Quyen B 78.09 9000007243 Signature Destinations 18.49 9000012553 Soto, Lorenza 116.16 9000010911 Terranova, Lindsey 285.13 9000011308 Torres, Karol 85.66 9000012544 Tyler, Bernard 129.31 9000008737 Valencia, Juan 251.55 9000002893 Vargo, Theresa 82.82 9000010128 Warchal, Jerzy 333.47 9000012578 Watson, Jennifer 231.37 9000004855 York, Martha 735.02 $ 15,640.03 Truckee Donner Public Utility District Write Off Analysis 2000 to 2009 $35,000 . $30,000 } $25,000 L 2 c $20 000 $15,000 z $10000In W $5,000 � ; x x � 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Year of Write off