HomeMy WebLinkAbout1999-05-04; City Council; 15173; Setting Rates for Water and Sewer Services. 4/93
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CARLSBAD MlhCIPAL WATER DISTRICT/CITY 0, CARLSBAD - AGENDA BILL
AB# 15: 1 7 3 TITLE:
MTG. 05/04/99 SETTING RATES FOR WATER, RECYCLED
WATER AND SEWER SERVICES DEPT. CMWD
DEPT. HD. m
CITY ATTY. a+
CITY MGR.-+
RECOMMENDED ACTION: (JOINT CITY COUNCIL/CMWD BOARD OF DIRECTORS MEETING)
Hold a public hearing and adopt Board Resolution No.1051 adjusting various rates
for water, recycled water services, and City Resolution No.qq-159 adjusting various
rates for sewer services.
ITEM EXPLANATION:
WATER AND RECYCLED WATER
Staff has reviewed the status of the Water Operations Fund Balance and the present
water rates. This review has resulted in a determination that the present fund balance
exceeds the level of reserves that was recommended in the District’s Rate Study
approved by the Board in 1996.
The excess funds are a result of revenue being generated by the water commodity
rates which were set to provide for funding of capital projects construction, the largest
being Phase II of the Recycled Water Program. These projects were anticipated to be
under construction in fiscal year 1995-96. Because these projects have not yet begun,
expenditure of the funds has not yet occurred resulting in a fund balance that exceeds
the adopted level of required reserves stated in the previously mentioned Rate Study.-
To deal with future setting of rates, staff has developed a financial “water rate model” to
better forecast future operational expenses and establish subsequent revenue
requirements. With improved water rate forecasting and with the current full-funding of the
adopted level of annual operations reserves, staff is also recommending adjustments to
the water commodity rates as follows:
l Reducing existing water commodity rate from $1.70 to $1.60 per unit of water or 748
gallons; e.g., an average residential customer in the CMWD service area, using 16
units of water, would realize a decrease in their monthly water charge from $36.45 to
$34.85.
l Reducing the existing conservation rate from $1.52 to $1.44 (90% of commodity
rate).
l Reducing the existing recycled water rate from $1.62 to $1.52 (95% of commodity
rate).
SEWER
Staff has reviewed the status of the Sewer Operations Fund Balance and the present
sewer rates. This review has resulted in a determination that the present fund balance
exceeds the level of reserves that was recommended in the Districts Rate Study
approved by the City Council in 1996.
Page 2 of Agenda Bill No. I $ !7,3
The unreserved funds in Sewer Operations are a result of revenue being generated by the
sewer services rates which were set to provide for funding for operations and maintenance of
the City’s sewer collection system as well as the City’s share of Encina Wastewater
Operations. As a result of a reorganization within Encina’s operations, the City has realized a
reduction in annual Encina cost of services. This resulted in a fund balance that exceeded
the level of required reserves stated in the previously mentioned adopted Rate Study. Staff
recommended and Council approved appropriating the unreserved funds to the Sewer Fixed
Asset Replacement Fund at the April 13, 1999 Council meeting.
To deal with future setting of rates, staff has developed a financial “wastewater rate model” to
better forecast future operational expenses and establish subsequent revenue requirements.
With improved wastewater rate forecasting and full-funding of the adopted level of annual
operations reserves, staff is recommending adjustments to the sewer services rates as
follows:
l Reduce the existing monthly sewer flat rate charge (single family residences) from
$15.00 to $13.00, and
l Reduce the existing monthly sewer flow-based charge by 9.6% for all remaining
customer categories.
It is recommended that the Council set a Public Hearing for May 4, 1999, to take public input
regarding the proposed rate adjustments.
FISCAL IMPACT:
WATER
The proposed reduction in commodity rates will decrease annual revenue to the Water
Enterprise Fund by approximately $400,000. Using previous year’s net operating income to
augment this fund’s revenue stream, sufficient funds will be generated to cover annual
operating expenses and the increased payment to the Capital Replacement Fund.
The average single-family home using 16 units of water will experience a monthly decrease of
$1.60 which equals $19.20 annually.
RECYCLED WATER
The proposed new rates and subsidy from the potable water commodity rate will generate
sufficient revenue to cover annual operating expenses and the increased payment to the
Capital Replacement Fund.
SEWER
The proposed reduction in sewer service rates will decrease annual revenue to the Wastewater
Enterprise Fund by approximately $505,000. Using previous year’s net operating income to
augment this fund’s revenue stream, sufficient revenue will be generated to cover annual
operating expenses and the increased payment to the Capital Replacement Fund.
Page 3 of Agenda Bill No. /5: /7 3
SEWER, cont.
The average single-family home will experience a monthly decrease of $2.00 which equals
$24.00 annually.
EXHIBITS:
1. Carlsbad Municipal Water District Resolution No. 1051 Setting Rates For Water And
Recycled Water Service.
2. City Council Resolution No.59 -IS 3 Setting Rates For Sewer Services.
R:\CMWD\Word\99 Agenda Bill&Agenda Bill - Reduction in Water, Recycled Water (L Sewer Rates May 1999.doc 3
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RESOLUTION NO. 1051
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
CARLSBAD MUNICIPAL WATER DISTRICT, CALIFORNIA
SETTING RATES FOR POTABLE WATER AND RECYCLED
WATER SERVICES.
WHEREAS, District staff has developed a financial “water rate model” to better forecast
future operational expenses and establish subsequent revenue requirements; and
WHEREAS, with improved water rate forecasting and with full-funding of the Board
adopted level of annual operations reserves, existing commodity rates for potable and recycled
water services may be adjusted to more accurately generate required revenue to fund all costs of
annual water service operations. . ‘.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directprs of the .Carlsbad
Municipal Water District, California as follows:
1. That the above recitations are true and correct.
2. That the commodity rates for potable and recycled water services be adjusted as
follows:
A. Reduce potable water commodity rate from $1.70 to $1.60 per unit of water,
B. Reduce recycled water commodity rate from $1.62 to $1.52 per unit of water,
and
C. Reduce conservation commodity rate from $1.52 to $1.44 per unit of water.
3. That this Resolution shall become effective sixty (60) days after its adoption.
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PASSED, APPROVED AND ADOPTED at a regular meeting of the Board of
Directors of the Carlsbad Municipal Water District held on the 4 th day of May
, 1999, by the following vote:
AYES: Board Members Hall, Nygaard, Finnila & Kulchin
NOES: None
ABSENT: Board Member Lewis
MATT HALL, Vice President
',> ATTEST:
Z, Secretary
KAREN R. KUNDTZ, Assistant Secretary
PC RESO Nb. -2- 5
RESOLUTION NO., 99-157
A RESOLUTION OF CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA SETTING RATES FOR SEWER
SERVICES.
WHEREAS, District staff has developed a financial “sewer rate model” to better forecast
future operational expenses and establish subsequent revenue requirements; and
WHEREAS, with improved sewer rate forecasting and with full-funding of the City
Council adopted level of annual operations reserves, existing rates for sewer services may be
adjusted to more accurately generate required revenue to fund all costs of annual sewer service
operations.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California as follows:
1. That the above recitations are true and correct.
2. That the rates for sewer services be adjusted as follows:
A. Reduce uniform rate for customer classification Group I Residential - Single
Family Residence from $15.00 to $13.00 per month, and
B. Reduce flow-based unit rate for customer classification Group I Residential -
Multi-Family Residence and Mobile Home, and Groups II, III, IV, V and VI
by 9.56% in accordance with attached Exhibit A (“Wastewater Operations -
Sewer Service Charges”).
3. That this Resolution shall become effective sixty (60) days after its adoption.
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PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council
of the City of Carlsbad held on the 4 th day of May
, 1999, by the following vote:
AYES: Council Members Hall, Nygaard, Finnila & Kulchin
NOES: None
ABSENT: Council Member Lewis
s ‘
CLAUDI!k A LEWIS, Mayor .', ;MATT HALL, Mayor Pro Tern
ATTEST:
KAREN R. KUNDTZ, Assistant City Clerk
PC RESO NO. -2- 1
.
EXHIBIT A
WASTEWATER OPERATIONS
SEWER SERVICE CHARGES
User Category
Croup I Residential:
Single Family Residence
Multi-Family Residence (”
Mobile Home I”
Croup II Commercial f2J
Croup Ill Commercial f21
Group IV Commercial f2)
Group V Institutional
Schools per ADA f3’
Elementary
Junior
High
Boarding
Group VI large Volume Users
Beckman Micro Oper I
Culligan
Effective July 4, 1999
Unit Cost Uniform
$/hcf of Water Rate
m $13.00
$1.85 m
_’ $10.85 m
$1.53 -
$2.01 -
$3.17 ‘& -
$0.20*
$0.39* w
$0.59* s
$2.92 *
$4.16 s
$1.18
(1) Unit cost shown is 90 percent of metered water use.
(2) Unit cost shown is 95 percent of metered water use.
(3) Schools - assumes a 200day working year; A DA - Average Daily Attendance.
Note: * Denotes charge per student based on ADA.
Revised: April 2 1, 1999
.
PROOF OF PUBLICATION
(2010 8 2011 C.C.P.)
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident of
the County aforesaid: l am over the age of eighteen
years and not a party to or interested in the above-
entitled matter. I am the principal clerk of the printer of
North County Times
formerly known as the Blade-Citizen and The
Times-Advocate and which newspapers have been
adjudged newspapers of general circulation by the
Superior Court of the County of San Diego, State of
California, under the dates of June 30, 1989
(Blade-Citizen) and June 21, 1974 (Times-
Advocate) case number 171349 (Blade-Citizen)
and case number 172171 (The Times-Advocate)
for the cities of Escondido, Oceanside, Carlsbad,
Solana Beach and the North County Judicial
District; that the notice of which the annexed is a
printed copy (set in type not smaller than
nonpareil), has been published in each regular and
entire issue of said newspaper and not in any
supplement thereof on the following dates, to-wit:
April 19, 1999
I certify (or declare) under penalty of perjury that
the foregoing is true and correct.
.sa!! MaJxos Dated at California, this 19th day
April, 1999
+5
----- ______--------- ------
Signature
NORTH COUNTY TIMES
Legal Advertising
This space is for the County Clerk’s Filing Stamp
Proof of Publication of
Notice of Public hearing
--------------------------
t%llLSm MuNlClPAl WATER DlSTilCT REVlSlONS TO WATER, RECYCLED WATER &f$ WASTEWATER ! RATES AND FEES NOflCE
NOTICE 1s HEREBY GIVEN that the Cky Council of the c’ Dtrwtors of the cadsbed kbJnicipal water Dll will ho8 ,~ftki&8id $8 Boirtl bl
Tuesday, May 4, f999 at 6:OO p.m. in the My CounciltXambeis beated at 12 9 &klxl
Vitbje Drive, Car&ad, Calitomia, to #scuti revising varMs rates and fees associated with water, mcycM Water and wastewater .sbtvic8s, as outlined In a recfn@ completed Oistrict Staff Analysis of operatin fund resen@ and rates. RW of the staff anapia irlclU~< the fouow&lg: l ~the~~odityRateirom51.70t051.60peru~eivratar. .’ 1
.;~~BxlE~m dimtied 7iiyded water Commo8ity Rate from $1.62 to $1.52 vr
•;ngiis~ dh47ty ~mservation CommodityRate from $1.52 5 51.44 per
. . I Sl.llj
Ifyouhawq~orcomtllents, ~ondavmouuh hidav. between 8 iIF= riohtad Bob Graaney at (780) a-2722, km. to 5:&l km.
-.
CARLSBAD MUNICIPAL WATER DISTRICT
REVISIONS TO WATER, RECYCLED WATER AND WASTEWATER
RATES AND FEES
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that the City Council of the City of Carlsbad and the Board of
Directors of the Carlsbad Municipal Water District will hold a joint public hearing on
Tuesday, May 4, 1999 at 6:00 p.m. in the City Council Chambers located at 1200 Carlsbad
Village Drive, Carlsbad, California, to discuss revising various rates and fees associated
with water, recycled water and wastewater services, as outlined in a recently completed
District Staff Analysis of operating fund reserves and rates.
Recommendations of the staff analysis include the following:
0 Revise the existing Commodity Rate from $1.70 to $1.60 per unit of water.
0 Revise the existing discounted recycled water Commodity Rate from $1.62 to $1.52 per
unit of water.
0 Revise the existing discounted conservation Commodity Rate from $1.52 to $1.44 per
unit of water.
0 Revise the existing monthly “flat rate” Wastewater Service charge from $15.00 to
$13.00 per month.
0 Revise the existing monthly “flow-based” Wastewater Service charge by a 9.56% per-
unit reduction for all customer classifications as follows:
Customer Classification
Group I Residential
Group II Commercial
Group III Commercial
Group IV Commercial
Group V Institutional
Elementary
Junior
High
Boarding
Group VI Large Volume
Beckman
Culligan
Current
$2.05
$1.69
$2.22
$3.51
$0.22
$0.43
$0.65
$3.23
$4.60
$1.31
Revised
$1.65
$1.53
$2.01
$3.17
$0.20
$0.39
$0.59
$2.92
$4.16
$1.18
If you have questions or comments, please contact Bob Greaney at (760) 438-2722,
Monday through Friday, between 8:00 a.m. to 5:00 p.m.
If you challenge the revisions to the water, recycled water and/or wastewater rates and fees
in court, you may be limited to raising only those issues raised by you or someone else at
the public hearing described in this notice, or in written correspondence delivered to the
City of Carlsbad City Clerk’s Office at, or prior to, the public hearing.