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HomeMy WebLinkAboutProtest of Water Rates from Robert GoldbergProtest Against Adoption of Proposed Water and Wastewater Rates I protest the adoption of the proposed water and wastewater rates. City staff acknowledged at the City Council meeting on 9/14/20 that there is an established practice for the General Fund ("GF") to not pay amounts due to the Water and Sewer Funds for service provided to City facilities and parks. Despite my pleadings at this meeting and the one that followed on 12/14/20, no directive was given to staff by Council to change this practice, nor did staff publically indicate that this practice would end. The de facto effect of this practice is that the City, as a user classification, has been subsidized by all other user classifications, and will continue to be subsidized going forward. I believe this de facto subsidy violates either the intent or requirements of Proposition 218 that each user only be charged the cost of providing service to that user. Without a change in the City's practice, each user will continue to be effectively charged more than the cost of service, i.e., the cost of their service plus the cost of service incurred by the City's General Fund. The historical de facto subsidy of the GF is significant in size ($1.83 million) and accounts for, at a minimum in my estimation, 40% of the proposed combined (water and wastewater) cumulative revenue increase ($4.55 million) through FYR 2025. The following paragraphs provide more details on the development of these two dollar amounts. The magnitude of the proposed combined (water and wastewater) cumulative revenue increase through FYR 2025 can be derived by subtracting the proposed decreased wastewater revenue from the proposed increased water revenue. The data in the chart below is from the Raftelis rate model (PRA 21-7) and shows the net cumulative increased cost to utility users to be a projected $4.55 million. Proposed Cumulative Revenue Changes Through FYE 2025'' Water Fund Sewer Fund Combined $7,539,377 -$2,990,381 $4,548,996 In estimating the cumulative amount owned by the GF to the Water and Sewer Funds, it is unknown when the City began its practice of non-payment. However, the available evidence indicates that it was as early as July 2014. This date is based on the City's response to PRA 15-520, which I received in late 2015, indicating that the GF had made no payments or transfers to the Water and/or Sewer Funds for water or sewer service in FY 2014-15. Evidence for subsequent non-payment during the period of July 2015 through December 2019 can be found in the City's annual AWWA Free Water Audits (PRA 20-262). These show the volume of "unbilled metered" water consumption. The vast majority of this is presumably due to the non-payment of the GF's bills. Evidence of non-payment subsequent to December 2019 is the public acknowledgment at the 9/14/20 City Council meeting that General Fund "balances" were "zeroed out" as a matter of practice through all of the recent years that were audited by the City's Finance Director. Using July 2014 as the start date, I estimate the cumulative subsidy to the City's GF from the April - 2021 to be at least $1.83 million as calculated in Appendix 1 and shown in the chart below. Cumulative Subsidv to the Citv's GF From Julv 2014 Through April 2021 This figure of $1.83 million is likely to be underestimated since it is was calculated using the current estimate of City water consumption from the Raftelis Rate Study of 53,922 HCF pet year. The annual Water Audits cited above suggest actual City historical water consumption ranged from 54,383 to 78,546 HCF per year through the end of 2019. Going forward in time, the Raftelis Rate Study and model can be used to project the GF money to be due under the proposed rate structure. These are calculated by year in Appendix 2 and summarized in the table below: Cumulative Due from the Citv's GF From Mav 2021 Throujzh June 2025 Water Fund Sewer Fund Combined $1,208,403 $620,102 $1,828,505 This figure of $1.83 million is likely to be underestimated since it is was calculated using the current estimate of City water consumption from the Raftelis Rate Study of 53,922 HCF pet year. The annual Water Audits cited above suggest actual City historical water consumption ranged from 54,383 to 78,546 HCF per year through the end of 2019. Going forward in time, the Raftelis Rate Study and model can be used to project the GF money to be due under the proposed rate structure. These are calculated by year in Appendix 2 and summarized in the table below: Cumulative Due from the Citv's GF From Mav 2021 Throujzh June 2025 The projected cumulative amount due from the GF of $1.30 million represents 29% of the proposed $4.55 million in combined increased revenue to the Water and Sewer Funds. Thus, if the City's practice of GF non-payment continues unabated, the combined utility Funds will have $1.3 million less than expected when the next round of rate increases are considered in 2025. Once again, the rate payers in all of the other user classifications will be asked to make up this shortfall. I find this prospect unacceptable, and again, is why I must protest the adoption of the new rate structure. However, I would withdraw this protest if I hear a clear public commitment by staff or a directive from Council on February 22nd for the GF to begin paying prospectively what it owes under the new rates as of a date certain, either May 1st with the implementation of the new rates or July 1st with the FY 21-22 budget. Thank you for your consideration and service, 2� 6 i5l( 7 Robert Goldberg 345 Clipper Way City Utility Account Number 012960-000 Parcel No. 043-293-30 Attachments: Appendix 1: Estimated Unpaid Annual Water & Sewer Bills by the General Fund from July 2014 through April 2021 Appendix 2: Projected General Fund Annual Water & Sewer Costs under New Rate Structure Water Fund Sewer Fund Combined $1,130,433 $174,109 $1,304,542 The projected cumulative amount due from the GF of $1.30 million represents 29% of the proposed $4.55 million in combined increased revenue to the Water and Sewer Funds. Thus, if the City's practice of GF non-payment continues unabated, the combined utility Funds will have $1.3 million less than expected when the next round of rate increases are considered in 2025. Once again, the rate payers in all of the other user classifications will be asked to make up this shortfall. I find this prospect unacceptable, and again, is why I must protest the adoption of the new rate structure. However, I would withdraw this protest if I hear a clear public commitment by staff or a directive from Council on February 22nd for the GF to begin paying prospectively what it owes under the new rates as of a date certain, either May 1st with the implementation of the new rates or July 1st with the FY 21-22 budget. Thank you for your consideration and service, 2� 6 i5l( 7 Robert Goldberg 345 Clipper Way City Utility Account Number 012960-000 Parcel No. 043-293-30 Attachments: Appendix 1: Estimated Unpaid Annual Water & Sewer Bills by the General Fund from July 2014 through April 2021 Appendix 2: Projected General Fund Annual Water & Sewer Costs under New Rate Structure Appendix 1: Estimated Unpaid Annual Water & Sewer Bills by the General Fund from July 2014 through April 2021 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital January -April 2021 All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year City Water Consumption (HCF)*** 17,974 $2.42 $43,497 6,925 $3,687 Meters: 5/8" 4 $37.86 $303 2 $33 $47.26 $189 Meters: 1" 13 $47.89 $1,245 4 $84 $102.38 $819 Meters: 1112" 11 $72.97 $1,605 4 $128 $133.88 $1,071 Meters: 2" 57 $103.06 $11,749 22 $998 $535.54 $23,564 Meters: 4" 1 $273.60 $547 Service: $4,931 Capital: $25,643 Water Total: $58,946 Sewer Total: $30,574 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital Calendar Year 2020 All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year City Water Consumption (HCF)*** 53,922 $2.42 $130,491 20,776 $11,061 Meters: 5/8" 4 $37.86 $909 2 $100 $47.26 $567 Meters: 1" 13 $47.89 $3,735 4 $253 $102.38 $2,457 Meters: 1112" 11 $72.97 $4,816 4 $385 $133.88 $3,213 Meters: 2" 57 $103.06 $35,247 22 $2,993 $535.54 $70,691 Meters: 4" 1 $273.60 $1,642 Service: $14,792 Capital: $76,929 Water Total: $176,839, Sewer Total: $91,721 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital Calerxiar Year 2019 All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year City Water Consumption (HCF)*** 53,922 $2.42 $130,491 20,776 $11,061 Meters: 5/8" 4 $37.86 $909 2 $100 $47.26 $567 Meters: 1" 13 $47.89 $3,735 4 $253 $102.38 $2,457 Meters: 11/2" 11 $72.97 $4,816 4 $385 $133.88 $3,213 Meters: 2" 57 $103.06 $35,247 22 $2,993 $535.54 $70,691 Meters: 4" - 1 $273.60 $1,642 Service: $14,792 Capital: $76,929 Water Total: $176,839 Sewer Total: $91,721 Sewer Service Sewer Capital Calendar Year 2018 Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year City Water Consumption (HCF)*** 53,922 $2.42 $130,491 20,776 $11,061 Meters: 5/8" 4 $37.86 $909 2 $100 $47.26 $567 Meters: 1" 13 $47.89 $3,735 4 $253 $102.38 $2,457 Meters: 11/2" 11 $72.97 $4,816 4 $385 $133.88 $3,213 Meters: 2" 57 $103.06 $35,247 22 $2,993 $535.54 $70,691 Service: $14,792 Capital: $76,929 Meters: 4" 1 $273.60 $1,642 Water Total: $176,839 Sewer Total: $91,721 Calendar Year 2017 City Water Consumption (HCF)*** Meters: 5/8" Meters: 1" Meters: 11/2" Meters: 2" Meters: 4" Calendar Year 2016 City Water Consumption (HCF)*** Meters: 5/8" Meters: 1" Meters: 11/2" Meters: 2" Meters: 4" Calendar Year 2015 City Water Consumption (HCF)*** Meters: 5/8" Meters: 1" Meters: 11/2" Meters: 2" Meters: 4" July - December 2014 City Water Consumption (HCF)*** Meters: 5/8" Meters: 1" Meters: 1 1/2" Meters: 2" Meters: 4" Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year 53,922 $2.42 $130,491 20,776 $11,061 4 $37.86 $909 2 $100 $47.26 $567 13 $47.89 $3,735 4 $253 $102.38 $2,457 11 $72.97 $4,816 4 $385 $133.88 $3,213 57 $103.06 $35,247 22 $2,993 $535.54' $70,691 Service: $14,792 Capital: Sewer Total: $91,721 $76,929 1 $273.60 $1,642 Water Total: $176,839 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year 53,922 $2.42 $130,491 20,776 $11,061 4 $37.86 $909 2 $100 $46.57 $559 13 $47.89 $3,735 4 $253 $100.89 $2,421 11 $72.97 $4,816 4 $385 $131.93 $3,166 57 $103.06 $35,247 22 $2,993 $527.74 $69,662 1 $273.60 $1,642 Service: $14,792 Capital: $75,808 Water Total: $176,839 Sewer Total: $90,600 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year 53,922 $2.42 $130,491 20,776 $11,061 4 $37.86 $909 2 $100 $45.21 $543 13 $47.89 $3,735 4 $253 $97.95 $2,351 11 $72.97 $4,816 4 $385 $128.09 $3,074 57 $103.06 $35,247 22 $2,993 $512.37 $67,633 1 $273.60 $1,642 Service: $14,792 Capital: $73,600 Water Total: $176,839 Sewer Total: $88,392 Sewer Service Sewer Capital Charge per HCF Non -Irrigation (22% of Non- Charges per Sewer Capital All Water or Meter (2 Charges per Water Irrigation Water Meter (2 Charges per Accounts* months) Year Accounts** Charges) months) Year 26,961 $2.42 $65,246 10,388 $5,531 4 $37.86 $454 2 $50 $44.54 $267 13 $47.89 $1,868 4 $126 $96.50 $1,158 11 $72.97 $2,408 4 $193 $126.20 $1,514 57 $103.06 $17,623 22 $1,496 $504.80 $33,317 Service: $7,396 Capital: Sewer Total: $43,652 $36,256 1 $273.60 $821 Water Total: $88,420 JU...... a, Y , W... —0-1 1 1 I Vlal Estimated Amount Owed by the General Fund $1,208,403 $620,102 $1,828,505 from 7/14 -4/21 Total Net Combined W&S Proposed Increased $4,548,996 Revenue Through FYE2025 (see below): Percent of Total Net Combined W&S Proposed Increased Revenue Attributable to Non- — 40% Payment by the General Fund Water Revenue ProjectionA Sewer Revenue ProjectionAA Revenue with Proposed Rate Increase in Under Existing Rates FYE Revenue Increases • Revenue $4,782,228 2021 $ 4,893,813 $111,585 $4,782,228 2022 $ 5,778,844 $996,616 $4,782,228 2023 $ 6,380,716 $1,598,488 $4,782,228 2024 $ 6,921,703 $2,139,475 $4,782,228 2025 $ 7,475,439 $2,693,212 $23,911,138 Totals $ 31,450,515 $7,539,377 Sewer Revenue ProjectionAA Notes: *The City currently has one 8" non -irrigation meter per Model ,tab W>Rev, line 452. However, the Model assigns no fixed charge to this meter in the projected revenues if rates are not increased. Therefore, this meter will not be counted in this retrospective analysis. **Model, Tab WW> Calculated, Lines 286-289, shows annual water consumption by the City's non -irrigation accounts by meter size. Adding the four numbers on these lines yields 20,776 HCF for FYE 2019. Also, this figure is consistent with Table 8-5 in the Rate Study. This figure was used for ill years in this analysis. ***Consumption for FY 18-19 per Model ,tab W>Rev, line 528. This figure was used for all years in this analysis. "Per Model, Tab W>Cashflow, Lines 8-26 A"Per Model, Tab WW>Cashflow, Line 26 Revised 2/18/21 Revenue with Proposed 25% Decrease in Under Existing Rates FYE Rate Decrease Revenue $ 2,870,765 2021 $ 2,751,150 -$119,615 $ 2,870,765 2022 $ 2,153,074 -$717,691 $ d 2,870,765 2023 $ 2,153,074 -$717,691 $ 2,870,765 2024 $ 2,153,074 -$717,691 $ 2,870,765 ' 2025 $ 2,153,074 -$717,691 $14,353,826 Totals $ 11,363,446 -$2,990,381 Total Net Combined W&S Proposed Increased Revenue Through $4,548,996 FYE 2025: Notes: *The City currently has one 8" non -irrigation meter per Model ,tab W>Rev, line 452. However, the Model assigns no fixed charge to this meter in the projected revenues if rates are not increased. Therefore, this meter will not be counted in this retrospective analysis. **Model, Tab WW> Calculated, Lines 286-289, shows annual water consumption by the City's non -irrigation accounts by meter size. Adding the four numbers on these lines yields 20,776 HCF for FYE 2019. Also, this figure is consistent with Table 8-5 in the Rate Study. This figure was used for ill years in this analysis. ***Consumption for FY 18-19 per Model ,tab W>Rev, line 528. This figure was used for all years in this analysis. "Per Model, Tab W>Cashflow, Lines 8-26 A"Per Model, Tab WW>Cashflow, Line 26 Revised 2/18/21 Appendix 2: Projected General Fund Annual Water & Sewer Costs Under New Rate Structure Water: Rate Effective Date 5/1/2021 1/1/2022 1/1/2023 1/1/2024 1/1/2025 Fiscal Year 2020-21 2021-22 2022-23 2023-24 2024-25 $37,398 $112,193 $125,656 $125,656 $136,965 $136,965 $147,922 $147,922 $159,756 $37,398 $237,849 $262,621 $284,887 $307,678 $1,130,433 5 -Yr Total Sewer: Rate Effective Date 2020-21 2021-22 2022-23 2023-24 2024-25 5/1/2021 $6,964 $41,786 1 $41,786 1 $41,786 1 $41,786 $174,109 5 -Yr Total General Fund Total $44,362 $279,635 $304,407 $326,674 $349,465 $1,304,543 5 -Yr Total Appendix 2 (cont): General Fund Annual Water Costs (May 2021) Customer Class: City Irrigation (City Parks, Medians) Volumetric Charges Water Used Charge Per Annual Water Used Charge Per Annual (HCF) HCF Charize (HCF) HCF Charize Annual Consumption* 18,281 $2.68 $48,993 Bi -Monthly Meter Charges Number of Meters** Charge Per Annual Meter Charee Meters: 5/8" Meters: 1" Meters: 11/2" Meters: 2" Meters: 4" Meters: 8" 2 $36.79 $441 9 $54.72 $2,955 5 $106.00 $3,180 29 $160.35 $27,901 0 $474.70 $0 1 $1,495.09 $8,971 35,641 Fi2.7T71 $96,587 Bi -Monthly Number of Charge Per Annual Meters** Meter Charee 2 $36.79 $441 4 $54.72 $1,313 6 $106.00 $3,816 28 $160.35 $26,939 1 $474.70 $2,848 0 $1,495.09 $0 Totals by Customer Class $92,441 Total Annual Water Cost to General Fund: $224,386 *Per Water Rate Study Model Spreadsheet, Water Revenue Tab, lines 528-530 (PRA 21-7) **Per Water Rate Study Model Spreadsheet, Cost of Service Tab, lines 147-156 (PRA 21-7) Created: 1/22/21 $131,945 Appendix 2 (cont): General Fund Annual Sewer Costs (May 2Q21 Volume (HCF)* Sewer Accounts** HCF or Annual Billing Basis Account Bill Charges 10,388 $4.00 $41,552 32 $1.22 $234 Total Annual Sewer Cost to General Fund: $41,786 *50% (Return -to -Sewer Factor) of Water Use by Non -Irrigation Accounts (10,388 per Table 8-5) **Total City Sewer Accounts per Model, Tab WW>Input, Lines 207-210 Created 2/1/21