HomeMy WebLinkAbout08-24-09 Board PacketOTAY WATER DISTRICT
SPECIAL MEETING OF THE BOARD OF DIRECTORS
DISTRICT BOARDROOM
2554 SWEETWATER SPRINGS BOULEVARD
SPRING VALLEY,CALIFORNIA
MONDAY
August 24,2009
3:30 P.M.
AGENDA
1.ROLL CALL
2.PLEDGE OF ALLEGIANCE
3.APPROVAL OF AGENDA
4.PUBLIC PARTICIPATION -OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO
SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD'S
JURISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA
5.PUBLIC HEARING ON RATE INCREASES
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THE BOARD WILL BE HOLDING A PUBLIC HEARING TO CONSIDER THE PRO-
POSED RATE INCREASES TO BE IMPLEMENTED IN THE FISCAL YEAR 2009-
2010 OPERATING AND CAPITAL BUDGET.THE BOARD INVITES THE PUBLIC
TO PROVIDE COMMENTS ON THE PROPOSED INCREASES
a)APPROVE THE IMPLEMENTATION OF RATE CHANGES AS PROPOSED
FOR THE FISCAL YEAR 2009-2010 OPERATING AND CAPITAL BUDGET;
AND ADOPT ORDINANCE NO.520 AMENDING SECTION 25,RATES AND
CONDITIONS FOR WATER SERVICE;SECTION 28,CONNECTION FEES
AND CHARGES FOR POTABLE OR RECLAIMED WATER SERVICE;
SECTION 34,ISSUANCE AND PAYMENT OF WATER BILLS;AND SEC-
TION 53,FEES,RATES,CHARGES AND CONDITIONS FOR SEWER
SERVICE OF THE DISTRICTS CODE OF ORDINANCES (BEACHEM)
6.ADJOURNMENT
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All items appearing on this agenda,whether or not expressly listed for action,may be
deliberated and may be subject to aefion by the Board.
The Agenda,and any attachments containing written information,are available at the
District's website at www.otaywater.gov.Written changes to any items to be considered at
the open meeting,or to any attachments,will be posted on the District's website.Copies
of the Agenda and all attachments are also available through the District Secretary by
contacting her at (619)670-2280.
If you have any disability which would require accommodation in order to enable you to
participate in this meeting,please call the District Secretary at (619)670-2280 at least 24
hours prior to the meeting.
Certification of Posting
I certify that on August 21,2009,I posted a copy of the foregoing agenda near the
regular meeting place of the Board of Directors of Otay Water District,said time being at
least 24 hours in advance of the regular meeting of the Board of Directors (Government
Code Section §54954.2).
Executed at Spring Valley,California on August 21,2009.
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STAFF REPORT
AGENDA ITEMS 5 &5a
TYPE MEETING:
SUBMITTED BY:
Special Board
Elaine Henderson~stomer
MEETING DATE:
W.O.lG.F.NO:
August 24,2009
DIV.NO.All
APPROVED BY:
(Chief)
APPROVED BY:
(Asst.GM):
SUBJECT:
servic!rger
Joseph chern,Chief Financial Officer
German A a~sistant General Manager,Finance and
Administration
Public Hearing Concerning the Implementation of Rate Changes
as proposed for the Fiscal Year 2009-2010 Operating and
Capital Budget;and Related Actions
GENERAL MANAGER'S RECOMMENDATION:
That the Board (1)hold a public hearing on the proposed rates
and charges;and (2)if no majority protest is received,approve
the implementation of rate changes as proposed for the Fiscal
Year 2009-2010 Operating and Capital Budget by adopting
Ordinance No.520 amending Section 25,Rates,.an~Conditions for
Water Service;Section 28,Connection Fees and ~harges for
Potable or Reclaimed Water Service;Section 34,Issuance and
Payment of Water Bills;and Section 53,Fees,Rates,Charges and
Conditions for Sewer Service of the District's Code of
Ordinances.
COMMITTEE ACTION:
N/A
PURPOSE:
To establish a five year schedule of fees and charges and to
provide a vehicle for the District to pass-through increases
implemented by public agencies that are the District
wholesalers.
Following are the sections requiring amendments:
Section 25.03 Water Rates,Charges and Fees
B.Monthly MWD &CWA Fixed Charges
C.Monthly System Charge
E.Rates and Charges for Water Service
(c)&(d)
(c)
(b)
(b)&(c)
(b)&(c)
(b)&(c)
(c)&(d)
1.
2.
3.
4 .
5.
11.
12.
Domestic Residential Water
Multipl~Residential Water
Business and Publicly-Owned Water
Irrigation and Commercial Agricultural Using
Potable Water
Recycled Water
Service for Fire Protection
Water Service to Property Not Subject to
District Taxes
F.Energy Charges for Pumping Water
I.Additional Water Charges for Services in the 10 3,
10 10 and La Presa Water Service Zones
1.(a)10 3
(b)10 10
Section 34.02 Issuance and Payment of Water Bills
G.Termination and Reinstatement of Water Service Under
Delinquent Accounts
1.(d)Termination of Service
3.(a)(b)&(c)Meter "Turn-On"Charge
Section 53.11 Sewer Service Rates and Charge:
B.Residential Sewer Charges (1),(2),(3)&(4)
C.Single Residential Winter Averaging (3)&(4)
E.Commercial Sewer Charges (1)&(6)
Delete Section 28.03,Interim Water Service in Improvement
District 7,A,B & C and add it to Section 25.03.E.13(a)(b)&(c).
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ANALYSIS:
On May 21,2009,the Fiscal Year 2009-2010 Budget was approved.
The budget includes an average water rate increase of 19.9%to
be effective September 1,2009,and an average sewer rate
increase of 7.2%proposed to be effective January 1,2010.The
rate increases are needed to balance the Operating Budget and
ensure financial stability.
Complying with the Proposition 218 requirements,notices were
sent to all customers to notify them of their option to protest
rate changes.The required public hearing is set for the August
24th Special Board Meeting where the Board will be able to
consider protests.As of August 20,2009,the protest letters
that have been received are attached and will be delivered to
the Board.
One needed clarification to the method of calculating sewer
charges has been added.Sewer charges are now based on water
usage however,there was no guidance in the code on how to
calculate a sewer bill for a customer who has no municipal water
service or has a separate water supply that feeds into the
District's sewer system In either of these cases,the District
is not able to obtain a water usage read or calculate the amount
of water to be used in the sewer fee calculation.Residential
sewer customers will be charged the same as new residential
customers who have no historical usage data.This charge
equates to the average residential customer charge Commercial
customer's estimated usage to be used in the sewer charge
calculation will be based on Engineering's estimated demand on
the water system.
In addition,there is reorganization of various code sections to
enhance the readability of the sections.
FISCAL IMPACT:/-::~~
The Fiscal Year 2009-2010 Budget and the updated rate study both
anticipated the additional revenues that would be generated by
the proposed rate increases.These revenues ensure continued
funding for the District's administration,maintenance,and
operations,and are consistent with the recently adopted
Strategic Plan.The proposed increase in potable revenue is
approximately $6,180,900 and for recycled revenue the increase
is $1,250,000.
STRATEGIC GOAL:
Through well-established financial policies and wise management
of funds,the District will continue to guarantee fiscal
responsibility to its ratepayers and the community at large.
LEGAL IMPACT:
None.
General Manager
A)Ordinance No.520
B)Proposed copy of Section 25
C)Strike-through copy of Section 25
D)Proposed copy of Section 28
E)Strike-through copy of Section 28
F)Proposed copy of Section 34
G)Strike-through copy of ccSection 34
H)Proposed copy of Section 53
I)Strike-through copy of Section 53
J)Protest letters
K)Presentation
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Attachment A
ORDINANCE NO.520
AN ORDINANCE OF THE BOARD OF DIRECTORS OF THE
OTAY WATER DISTRICT SETTING RATES AND CHARGES;
AMENDING SECTION 25 -RATES AND CHARGES FOR WATER
SERVICE,SECTION 28 -CONNECTION FEES AND CHARGES
FOR POTABLE OR RECLAIMED WATER SERVICE,SECTION
34 -ISSUANCE AND PAYMENT OF WATER BILLS,AND
SECTION 53 -FEES,RATES,CHARGES AND CONDITIONS
FOR SEWER SERVICE OF THE DISTRICT'S CODE OF
ORDINANCES;AND AUTHORIZING RELATED ACTIONS
WHEREAS,the Board of Directors of the Otay Water District
(Board of Directors)is empowered by the provisions of the Water
Code and other applicable provisions of law to establish rates
and charges for the provision of service,including the adoption
of a multi-year schedule;and
WHEREAS,in compliance with the provisions of Article XIIID
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of the California Constitution,the District mailed out notices
of the proposed increases In the rates and charges not less than
45 days prior to the date of public hearing on the proposed
rates and charges;and
WHEREAS,having held the public hearing and having received
no majority protest,the Board of Directors has reviewed and
considered the projected expenses and revenues of the District,
and has found and determined that approval of the proposed
multi-year schedule of increases for the service rates and
charges is necessary and in the best interest of the District.
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NOW,THEREFORE,BE IT RESOLVED by the Board of Directors of
the Otay Water District as follows:
Section 1.The foregoing recitals are true and correct and
are incorporated herein by reference.
Section 2.The proposed multi-year schedule of rates and
charges reflected on the notices and presented to this Board of
Directors is hereby approved and adopted.
Section 3.The language of the District's Code of Ordinances
contained in Section 25 -Rates and Conditions for Water
Service;Section 28 -Connection Fees and Charges for Potable or
Reclaimed Water Service;Section 34 -Issuance and Payment of
Water Bills;and Section 53 -Fees,Rates,Charges and
Conditions for Sewer Service,is hereby amended as per attached
copies of those Sections to reflect the reviseq rates and
charges hereby approved.
Section 4.All ordinances,resolutions,or administrative
procedures of the District,or parts thereof that are
inconsistent with any provision of this Ordinance are hereby
superseded only to the extent of such inconsistency.
Section 5.If any section,subsection,clause or phrase in
this Ordinance is for any reason held invalid,the validity of
the remainder of this Ordinance shall not be affected thereby.
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Section 6.This Ordinance and the amendments approved to
Sections 25,28,34,and 53 of the Code of Ordinances shall
become effective upon adoption of this Ordinance.
Section 7.The General Manager,the District Secretary,the
Chief Financial Officer and their designees shall take all
action required to carry out the purpose of this resolution,
the Code of Ordinance.
including but not limited to replacing the amended sections of
Section 8.
upon adoption.
This Ordinance shall become effective immediately
The amendments of the Code of Ordinances being
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incorporated into Section 53 concerning sewer rates,charges and
fees,and periodic pass through increases shall be effective as
of January 1,2010.The amendments of the Code of Ordinances
being incorporated into Sections 25,28,34~on~erning water
rates,charges and fees,and periodic pass through increases
shall be effective as of September 1,2009.
PASSED,APPROVED AND ADOPTED by the Board of Directors of the
Otay Water District at a regular meeting duly held this 24th day
of August,2009,by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
3
ATTEST:
Secretary
4
President
SECTION 25 RATES AND CONDITIONS FOR WATER SERVICE
Attachment B
25.01 SERVICE AREA
Water service shall be furnished by the District only to
property within (annexed to)a water improvement district within
the District's service area.Water service to property located
outside an improvement district may be furnished only upon prior
approval of the Board of Directors.Temporary water service to
property located outside an improvement district may be
furnished,in accordance with Section 25.03 E.10,upon the
approval of the General Manager.
25.02 DEFINITION OF "H.C.F."AND "UNIT OF WATER"
As used in the Code the terms "H.C.F."and "unit of water"are
interchangeable and each shall mean 100 cubic feet or 748
gallons of water.
25.03 WATER RATES,CHARGES AND FEES
Water service furnished by the District shall be under the
categories of services and at the rates,charges and fees as set
forth below:
Five-year Rate Increase Schedule -All District water rates,
charges and fees are subject to a five-year schedule of rate
increases beginning September 1,2009 and periodically
thereafter through June 30,2014.The increases under this
schedule shall be the amount sufficient ~o ,cover cost increases
related to operation and maintenance,but n0t to exceed 10%per
year.
Five-year Periodic Pass-through Rate Increases or Decreases from
District Wholesalers -All District water rates,charges and
fees are subject to periodic rate changes from the District's
public agency wholesalers for a five-year period beginning
September 1,2009 through June 30,2014.
A.Set-up Fees for Accounts.A set-up fee of $10.00 shall be
charged for each account transferred to another customer.
A deposit will be required of all customers who do not own
the property to be served.See Section 25.04 for deposit
amounts.
B.Monthly Fixed MWD &CWA Charges.Each potable water
service customer shall pay a monthly MWD and CWA fixed
charge,as set forth below.Proceeds of the charge will be
used to pay for operating and maintenanc~costs,including
the following:MWD Readiness-to-Serve Charge and Capacity
Reservation Charge;CWA Infrastructure Access Charge,
Customer Service Charge,and Emergency Storage Charge.The
MWD &CWA charge is based on the size of the water meter(s)
25-1 Revised 08/24/09
Effective 09/01/09
C.
in service.The MWD &CWA charge shall start upon
installation of the meter.
Monthly Fixed System Charges.Each water service customer
shall pay a monthly fixed system charge,as set forth
below.Proceeds of the charge will be used to pay for
water system replacement,maintenance,and operation
expenses.The system charge is based on the size of the
water meter(s)in service.The system charge shall start
upon installation of the meter
Meter System MWD &CWA Total Fixed
Size Charge Fixed Charge Charge
3/4"14.58 9.77 24.35
1"18.52 16.28 34.80
1-1/2"28.37 32.61 60.98
2"40.18 52.15 92.33
3"71.68 104.30 175.98
4"107.13 162.98 270.11
6"205.59 325.92 531.51
8"323.73 521.51 845.24
10"461.57 749.61 1211.18
D.Water Conservation Drought Pricing.To promote
conservation,base tiered water rates for all water service
are subject to percentage increases during drought stages,
above Stage 1,as shown in the table below:
Drought Stage Pricing
Stage 2 Stage 3 Stage 4
Tier 1*0%0%0%
Tier 2 Up to 5%Up to 10%Up to 15%
Tier 3 Up to 30%Up to 60%Up to 90%
*Domestic residential water service has four tiered base
rates as outlined below in Section 25.03 E.1.(b).Tier 1
of the above table applies to the first two tiered base
rates identified below.Tier 2 of the above table applies
to the third tiered base rate below.Tier 3 of the above
table applies to the fourth tiered base rate below.
25-2 Revised 08/24/09
Effective 09/01/09
E.Rates and Charges for Water Service.The rates and charges
for water service furnished by the District shall be as
follows:
1.DOMESTIC RESIDENTIAL WATER
(a)Defined as:Water service for single residential
and individually metered attached households as
well as other domestic uses (other than that
provided for in Paragraph 2 below).
(b)The four tiered base rates for water furnished
under each block of service under this category
shall be as follows:
Rate per
H.C.F.H.C.F.
1-5 $1.35
6-10 $2.10
11-22 $2.73
23 and over $4.21
Customers who use more than 10 units per month
shall not receive the benefit of the lower rate
for units 1 through 5.These customers will pay
Tier 2 rates,$2.10,for units 1 through 10.
2.MULTIPLE RESIDENTIAL WATER
(a)Defined as master metered waler service for
multiple residential households,for example,
duplexes,townhomes,apartments and mobile homes.
(b)The tiered base rates of water furnished for each
dwelling unit under each block of service in this
category shall be as follows:
H.C.F per Rate per
Dwelling unit H.C.F.
1-4 $2.08
5-8 $2.70
9 and over $4.15
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
25-3 Revised 08/24/09
Effective 09/01/09
3.BUSINESS AND PUBLICLY-OWNED WATER
(a)Defined as:Potable water service for
commercial,industrial and publicly-owned
establishments.
(b)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter size and usage block as follows:
H.C.F.(meter H.C.F.(meter size:Rate per
size:less than 10"and greater
10")H.C.F.
1 -173 1 -7,426 $2.22
174 -831 7,427 -14,616 $2.27
832 and over 14,617 and over $2.31
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
4.IRRIGATION AND COMMERCIAL AGRICULTURAL USING POTABLE
WATER
(a)Irrigation is potable water service provided
solely for irrigation of landscape or
landscaping,as defined in Section 0.02.
(b)Commercial agricultural engaged in the growing or
raising of live stock,in conformity with
recognized practices of husbandry,for the
purpose of commerce,trade or industry,or for
the use by public educational or correctional
institutions or agricultural horticultural or
floricultural products and produced,
(i)for human consumption or for the market,
or
(ii)for the feeding of fowl or livestock
produced for human consumption or for the
market,or
(iii)for feeding fowl or livestock for the
purpose of obtaining their products for
human consumption or for the market,such
products to be grown or raised on a
parcel of land having an area of not less
than one acre utilized exclusively
therefore.
25-4 Revised 08/24/09
Effective 09/01/09
(c)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter-size and usage block as follows:
H.C.F.
(Meter
Size:1"
and less)
1-49
50-132
133 and
over
H.C.F.
(Meter Size:1.5
through 2")
1-144
145-355
356 and over
H.C.F
(Meter Size:3"
and Larger)
1-1,044
1,045-8,067
8,068 and over
Rate
per
H.C.F.
$3.02
$3.08
$3.14
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
5.RECYCLED WATER
(a)Defined as:Non-potable and recycled water service
provided for irrigation of landscaping,as defined
in Section 0.02 A.of the Code,and certain non-
irrigation purposes,other than domestic use,in
compliance with federal,state and local laws and
regulations regarding use of recycled water.
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(b)The provisions of this Code,relating to use of
recycled water,set forth in Section 26 of the Code,
including but not limited to cross-connections and
backflow protective devices,shall be strictly
enforced in connection with the use of recycled
water.
(c)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter size and usage block as follows:
H.C.F.H.C.F.H.C.F.H.C.F Rate
(Meter Size:(Meter Size:(Meter Size:3 (Meter Size:6"per
1"and less)1.5 through through 4")and larger)
2")H.C.F.
1-42 1-168 1-403 1-7,916 $2.58
43-97 169-402 404-820 7,917-16,357 $2.62
98 and over 403 and over 821 and over 16,358 and over $2.67
25-5 Revised 08/24/09
Effective 09/01/09
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(d)Monthly system charge:The monthly system charge
for recycled water service shall be as follows:
Meter System
Size Charge
3/4"14.58 ,
If1"18.52 f,
[,~
1-1/2"28.37 ~!"
2"40.18 I
3"71.68
4"107.13
6"205.59
8"323.73
10"461.57
6.TEMPORARY AND CONSTRUCTION WATER SERVICE
(a)Defined as:Water service provided by the
District on a temporary basis,pursuant to
Section 31 of this Code.
(b)If capacity fees have not been paid by the
customer,the rates for water furnished under
this category shall be two times the tiered base
rates charged to irrigation and commercial
agriculture as outlined in Section 25.03 E.4.
(c)If the customer has paid capacity and annexation
fees,the base rate for water furnished under
this category shall be the base rate charged
customers in the same category of service on a
permanent meter basis.
(d)The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(e)The applicable monthly system and MWD/CWA charge
shall be the same rates charged to customers in
the same category of service on a permanent meter
basis.
25-6 Revised 08/24/09
Effective 09/01/09
7.WATER SERVICE UNDER SPECIAL AGREEMENTS
(a)Defined as:Water service provided under express
agreements approved by the Board of Directors for
service to golf courses and other entities,which
service may be curtailed or interrupted by the
District under conditions provided in such
agreements.
(b)For water service under this category the base
rate shall be determined on a case-by-case basis.
Unless otherwise specified in the particular
agreement,the tiered base rates for this
category of service are subject to the increased
drought pricing outlined in Section 25.03 D.
8 .TANK TRUCKS
(a)Defined as:Water service provided for the
filling of tanks on motor vehicles transporting
water used for other than earth grading purposes,
which service shall be made only through a
portable meter issued by the District to a
customer specifically for use in accordance with
the provisions herein for such service.
(b)The rate for metered water furnished under this
category shall be the rate charged for temporary
and construction water service,as described in
Section 25.03 E.6.,plus a monthly system charge
at the rate set forth in Section 25.03 E.4.d.
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(c)Requirements for Use of Water Meter
(1)To receive such service,the customer shall
use a water meter furnished by the District.
The customer shall deposit the following
amount with the District for use of the
meter:
Meter Deposit
Size
4"$850
(2)Upon termination of the service,the Dis-
trict will refund the amount of deposit
remaining after making the following
deductions:
25-7 Revised 08/24/09
Effective 09/01/09
(i)Cost of repairing or replacing the
meter,fire hydrant and/or any fittings
damaged or lost while in use;and
(ii)Unpaid charges for water or other
applicable charges.
(3)Prior to the end of each six month period
following issuance of a meter under this
section,or at the request of the District,
whichever is earlier,the customer shall
return the meter to the District for
inspection,repair,or calibration as deemed
necessary by the District.
(4)Payment for water service under this cate-
gory shall be made as follows:
(i)The bill shall be based on the amount
of water actually used,which shall be
determined by the District's reading of
the meter or by a report made by the
customer to the District in the manner
prescribed by the District.
(ii)Where the actual amount of water used
cannot be determined as provided in
(i),the District will issue a bill
based on a District estimate of the
amount of water used,as determined by
the District.Such estimates shall be
reconciled with attual amounts used
when the customer ~eturns the meter to
the District as provided in paragraph 3
above.
(iii)Payments shall be made as specified on
the bill.
9.WATER SERVICE OUTSIDE DISTRICT
(a)Defined as:Water service for real property
outside the service area of the District.
(b)This service will be provided only upon prior
approval of the General Manager when there is a
surplus of water over and above the existing
needs for service in the District.This service
is temporary and may be terminated upon written
notice from the District.Customers for this
service are sometimes referred,.to as "outside
users."
(c)Customers applying for this category of service
shall pay an application fee of $500.
25-8 Revised 08/24/09
Effective 09/01/09
(d)The rate for metered water furnished under this
category shall be the rate charged temporary and
construction water as described in Section 25.03
E.6.b.plus a monthly system charge at the rate
set forth for temporary and construction water
service.
10.WATER SERVICE OUTSIDE AN IMPROVEMENT DISTRICT
(a)Defined as:Water service for property located
within the boundaries of the District,but not
within a water improvement district.Customers
for this service are sometimes referred to as
"outside users."
(e)
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
Customers requesting only fire service or a fire
hydrant under this category shall be charged a
capacity fee based on one (1)EDU for a permanent
meter in the Improvement District from which the
fire service derives its flow,plus a monthly
system charge at the rate set forth in the
category of water service being furnished.
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(b)Customers applying for this service shall pay an
application fee of $275.The District will
review the application to determine whether the
land to be served should be'ftnnexed to an
improvement district.If it is determined that
annexation is not practical,the Board of
Directors may authorize service as an outside
user.This service will be reviewed periodically
until it is determined that the property must be
annexed to an improvement district or that
service must be terminated.
(c)The rate for metered water furnished under this
category shall be the same rate charged temporary
water service outlined in Section 25.03 E.6.b.
plus a monthly system charge at the rate set
forth for temporary water service.
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(d)Upon approval of the Board ~f Directors,a cus-
tomer,who has paid all construction costs for
facilities necessary to serve the customer's
property in lieu of annexation to a water
25-9 Revised 08/24/09
Effective 09/01/09
improvement district,shall be exempt from the
provisior for this category of service.
11.SERVICE FOR FIRE PROTECTION
(a)Defined as:Water service provided by the Dis-
trict solely to feed fire hydrants or fire
sprinkler systems from lines or laterals con-
nected to District water mains.
(b)The District will not make a charge for the
quantity of water used for fire protection
purposes.
(c)The monthly system charge for this category of
service shall be $30.11 per month for each
connection to a District water main made for fire
protection service.
12.WATER SERVICE TO PROPERTY NOT SUBJECT TO DISTRICT
TAXES
(a)Pursuant to Section 71613 of the California Water
Code,the District may furnish water to property,
not subject to District taxes,at special rates,
terms and conditions as are determined by the
Board of Directors for such service.Such rates,
terms and conditions shall be uniformly applied
to like classes and conditions of service in the
same improvement district or geographical area.
(b)Customers in this category,'such as publicly-
owned establishments,shall ~ay an additional
$.29 per H.C.F.
13.INTERIM WATER SERVICE IN IMPROVEMENT DISTRICT 7
(a)Definition of Interim Service.This is water
Service furnished to a customer in Improvement
District 7 (10 7)for temporary use.
(b)Rates for Interim Service.Customers applying
for interim service in 10 7 shall not be required
to pay the 10 7 water capacity fee and San Diego
County Water Authority fee,as required under
Section 28.01 of this Code.The water rate shall
be the same as temporary and construction water.
(c)Conversion to Permanent Service.At such time as
use expires,the customer shall be required to
pay all fees in effect at the time the permanent
use is implemented.
!I
!I
I
25-10 Revised 08/24/09
Effective 09/01/09
F.
G.
Energy Charges for Pumping Water In addition to water
rates and other charges provided for in this Section 25.03,
customers shall be-charged an energy pumping charge based
on the quantity of water used and the elevation to which
the water has been lifted to provide service.The energy
pumping charge shall be made at the rate of $0.038 per 100
cubic feet of water for each 100 feet of lift or fraction
thereof above the base elevation of 450 feet.
Additional Water Charge for Service in the North District
1.In addition to other applicable water rates and
charges provided for in this Section 25.03,each
customer receiving water service in the North District
shall pay a charge of $0.08 per H.C.F.for water
furnished by the District;provided,however,the
additional charge shall not apply to the first 5
H.C.F.furnished during the billing cycle for the
customer's account under Section 25.03 E.1.DOMESTIC
RESIDENTIAL WATER.The North District area is defined
in Section 0.02 of this Code.
2.All proceeds from charges collected pursuant to this
Section 25.03 G.shall be set aside by the District in
a separate account and shall be used solely for
payment of costs and borrowings for construction,
installation and maintenance of water storage
reservoirs,pump stations and water lines to provide
service in the North District.
H.Additional Water Charges and Monthly System Charges for
Service in the 10 9 Water Service Zon~,
1.In addition to other applicable water rates and
charges provided for in this Section 25.03,effective
May 1,1986,each customer receiving water service in
the 10 9 Water Service Zone shall pay a charge of
$0.27 per H.C.F.of water furnished by the District;
provided,however,the additional charge shall not
apply to the first 5 H.C.F.furnished during the
billing cycle for a customer's account under Section
25.03 E.1 DOMESTIC RESIDENTIAL WATER.The 10 9 Water
Service Zone area is defined in Section 0.02 of this
Code.
2.In addition to the monthly system charges provided
for,effective May 1,1986,each customer receiving
water service in the 10 9 Water Service Zone shall pay
a monthly meter system charge of $2.00 for each meter
in service.
3.All proceeds from charges collected pursuant to this
Section 25.03 H.shall be set aside by the District in
a separate account and shall be used solely for pay-
ment of costs and borrowing for construction,
25-11 Revised 08/24/09
Effective 09/01/09
1.
installation and maintenance of water storage reser-
voirs,pump stations and water lines to provide ser-
vice in the 10 9 Water Service Zone.
Additional Water Charges for Services in the 10 3,10 10
and La Presa Water Service Zones.
1.In addition to other applicable water rates and
charges provided for in this Section 25.03,effective
May 17,1993,each customer receiving water service in
10 3,10 10 and La Presa Water Service Zones is
assessed an additional charge per H.C.F.of water
furnished by the District.Said surcharge is assessed
according to the following schedules:
a.10 3
Calendar Year
2009
2010
2011
2012
2013
Amount
per H.C.F.
.17
.18
.19
.20
.21
b.ID 10
Calendar Year Amount
per H.C.F.
2009 .25
2010 .26
2011-18 .27
c.La Presa
Calendar Year
2008-10
2011-13
Amount
per H.C.F.
.07
.08
25-12 Revised 08/24/09
Effective 09/01/09
2.The additional charge shall not apply to the first 5
H.C.F.furnis0ed during the billing cycle for a
customer's account under Section 25.03 E.l.DOMESTIC
RESIDENTIAL WATER.
3.All proceeds from charges collected pursuant to this
Section 25.03 I.shall be set aside by the District in
a separate account and shall be used solely for
payment of costs and borrowings for construction,
installation and maintenance of water storage,
reservoirs,pump stations and water lines to provide
service in the 10 3,10 10 and La Presa Water Service
Zones,respectively.
25.04 DEPOSIT BY LESSEES OR NON-OWNERS OF PROPERTY
A.AMOUNT OF DEPOSIT
When an application for water service is made by a customer
who does not own the land to be served,the customer shall
be required to make a cash deposit to assure payment of the
account.In lieu of a deposit,the customer may have
payment of water service bills guaranteed in writing by the
owner of the property.The amount of deposit,determined
by the size of meter,shall be as follows:
Meter Deposit for All Categories
Size of S~~vice
3/4"$75
1"$150
1-1/2"$200
2"$360
3"$800
4"$1,350
6"$3,300
8"$4,400
10"$5,500
25-13 Revised 08/24/09
Effective 09/01/09
The customer's deposit shall be applied to reduce or
satisfy any delinquent payment or other amount due the
District at the time of termination of water service to
the customer.Any portion of the deposit remaining after
satisfaction of the amount due shall be refunded to the
customer that made the deposit.
The deposits listed above may be waived for a new resi-
dential applicant where the applicant demonstrates credit
worthiness based upon prior utility payments or a non-
delinquent water account for one year or other similar
evidence of credit.
B.REFUND OF DEPOSIT
Where funds have been on deposit for twelve months in a
domestic service account and there has been no more than
one delinquent payment on that account during that period,
the District will apply a credit to the water account in
the amount of the deposit.
C.LETTER OF CREDIT
A letter of credit,in a form approved by the General
Manager or Department Head of Finance,may be submitted to
the District to satisfy the deposit requirements.
25.05 SERVICE TO SUBSEQUENT CUSTOMERS
After a water meter has been installed for a customer and all
fees and charges have been paid,water service may be furnished
to a subsequent customer through the water meter installed
without payment of further charges,except for the set-up fee
for transferred accounts,payment of delinquent charges for the
applicant's service or other deposits that may be required by
this Code.
25-14 Revised 08/24/09
Effective 09/01/09
SECTION 25 RATES AND CONDITIONS FOR WATER SERVICE
Attachment C
25.01 SERVICE AREA
Water service shall be furnished by the District only to
property within (annexed to)a water improvement district within
the District's service area.Water service to property located
outside an improvement district may be furnished only upon prior
approval of the Board of Directors.Temporary water service to
property located outside an improvement district may be
furnished,in accordance with Section 25.03 E 10,upon the
approval of the General Manager.
25.02 DEFINITION OF "H.C.F."AND "UNIT OF WATER"
As used in the Code the terms "H.C.F."and "unit of water"are
interchangeable and each shall mean 100 cubic feet or 748
gallons of water.
25.03 WATER RATES,CHARGES AND FEES
Water service furnished by the District shall be under the
categories of services and at the rates,charges and fees as set
forth below:
Five-year Rate Increase Schedule -All District water rates,
charges and fees are subject to a five-year schedule of rate
increases beginning September 1,2009 and periodically
thereafter through June 30,2014.The increases under this
schedule shall be the amount sufficient to,cover cost increases
related to operation and maintenance,but not to exceed 10%per
year.
Five-year Periodic Pass-through Rate Increases or Decreases from
District Wholesalers -All District water rates,charges and
fees are subject to periodic rate changes from the District's
public agency wholesalers for a five-year period beginning
September 1,2009 through June 30,2014.
A.Set-up Fees for Accounts.A set-up fee of $10.00 shall be
charged for each account transferred to another customer.
A deposit will be required of all customers who do not own
the property to be served.See Section 25.04 for deposit
amounts.
B.Monthly Fixed MWD &CWA Fiited Charges.Each potable water
service customer shall pay a monthly MWD and CWA fixed
charge,as set forth below The charge is assessed by the
District on each potable ,;ater service account.as set
forth belo;;,established by the District Proceeds of the
charge ~will be used to pay for operating and maintenance
costs,including the following MWD Readiness-to-Serve
Charge and Capacity Reservation Charge;CWA Infrastructure
25-1 Revised 08/24/09
Effective 09/01/09
Access Charge,Customer Service Charge,and Emergency
Storage Charge.Th~MWD &CWA charge is based on the size
of the water meter(s)in service.The MWD &CWA charge
shall start upon installation of the meter
C.Monthly Fixed System Charges.Each water service customer
shall pay a the monthly fixed system charge,as set forth
below.The charge is assessed by the District on each
Hater service account.Proceeds of the charge will be used
to pay for water system replacement,maintenance,and
operation expenses.The system charge is based on the size
of the water meter(s)in service.,as set forth in
Paragraph E of this Section 25.03 for each category of
Hater service described.The system charge shall start
upon installation of the meter
Meter System MWD &CWA Total Fixed
Size Charge Fixed Charge Charge
3/4"14.58 9.77 24.35
1"18.52 16.28 34.80
1-1/2"28.37 32.61 60 98
2"40.18 52.15 92.33
3"71.68 104.30 175.98
4"107.13 162.98 270.11
6"205.59 325.92 531.51
8"323.73 521.51 845.24
10"461.57 749.61 1211.18
D.Water Conservation Drought Pricing.To promote
conservation,base tiered water rates for all water service
are subject to percentage increases during drought stages,
above Stage 1,as shown in the table below:
Drought Stage Pricing
Tier 1*
Tier 2
Tier 3
Stage 2
0%
Up to 5%
Up to 30%
25-2
Stage 3
0%
up to 10%
Up to 60%
Stage 4
0%
Up to 15%
Up to 90%
Revised 08/24/09
Effective 09/01/09
*Domestic residential water service has four tiered base
rates as outlined pelow in Section 25.03 E.1.(b).Tier 1
of the above table applies to the first two tiered base
rates identified below.Tier 2 of the above table applies
to the third tiered base rate below.Tier 3 of the above
table applies to the fourth tiered base rate below.
E.Rates and Charges for Water Service.The rates and charges
for water service furnished by the District shall be as
follows:
1.DOMESTIC RESIDENTIAL WATER
(a)Defined as:Water service for single residential
and individually metered attached households as
well as other domestic uses (other than that
provided for in Paragraph 2 below).
(b)The four tiered base rates for water furnished
under each block of service under this category
shall be as follows:
Rate per
H.C.F.
1-5
6-10
11--&622
~23 and over
H.C.F.
$l.H35
$-±--.--1-4-2.10
$~2.73
$~4.21
Customers who use more than 10 units per month
shall not receive the benefit of the lower rate
for units 1 through 5.These customers will pay
Tier 2 rates,$±.+42.10,for units 1 through 10
(clThe monthly system charges for water service in
this category shall be as follows:
!kter System Mwn &CWA Total Fixed
SHe Charge FiJted Charge Charge
-3-f-4E-13.83 +-:-G-2-20.85
¥17.56 11.71 29.27
1 1/2"26.90 23.41 50.31
~38.10 37.46 75.56
2.MULTIPLE RESIDENTIAL WATER
25-3 Revised 08/24/09
Effective 09/01/09
(a)Defined as master metered water service for
multiple-residential households,for example,
duplexes,townhomes,apartments and mobile homes.
(b)The tiered base rates of water furnished for each
dwelling unit under each block of service in this
category shall be as follows:
H.C.F per
Dwelling unit
1-4
5-~8
-1-G-9 and over
Rate per
H.C F.
$~2.08
$~2.70
$-3-.-4-34.15
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
Meter System l!4WD &CWA Total Fined
SH-e Charge Fixed Charge Charge
-3-f.4.!.!.13.83 ~20.85
-±-!!-17.56 11.71 29.27
1 1/2"26.90 23.41 50.31
~38.10 37.46 75.56
¥67.98 74.92 142.90
¥101.59 117.07 218.66
-62-194.96 234.14 429.10
~307.00 374.62 681.62
-±-G-f.!.437.71 538.52 976.23
3 BUSINESS AND PUBLICLY-OWNED WATER
(a)Defined as:Potable water service for
commercial,industrial and publicly-owned
establishments.
25-4 Revised 08/24/09
Effective 09/01/09
(b)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter-size and usage block as follows:
H.C.F (meter
size:less than
10")
1 ---±4±173
±G-&-174 -~831
~832 and over
H.C.F.(meter size:
10"and greater
1 -7,9657,426
7,9667,427 -
21,76114,616
21,76214,617 and
over
Rate per
H.C.F.
$-1-.-&42.22
$~2.27
$-l--.9-±2.31
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
!4eter System MWD &CWA Total
Fixed
SHe Charge Fixed Charge
Charge
-3-f¥13.83 ~20.85
¥17.56 11.71 29.27
1 1/2"26.90 23.41 50.31
~38.10 -37.46 75.56
¥67.98 74.92 142.90
¥101.59 117.07 218.66
-6.!!.194.96 234.14 429.10
-&-!!-307.00 374.62 681.62
-±{}!!-437.71 538.52 976.23
4.IRRIGATION AND COMMERCIAL AGRICULTURAL USING POTABLE
WATER
(a)Irrigation is potable water service provided
solely for irrigation of landscape or
landscaping,as defined in Section 0.02.
(b)Commercial agricultural engaged in the growing or
raising of live stock,in conformity with
recognized practices of husbandry,for the
purpose of commerce,trade or industry,or for
the use by public educational or correctional
institutions or agricultural horticultural or
floricultural products and produced,
25-5 Revised 08/24/09
Effective 09/01/09
(i)for human consumption or for the market,
or
(ii)for the feeding of fowl or livestock
produced for human consumption or for the
market,or
(iii)for feeding fowl or livestock for the
purpose of obtaining their products for
human consumption or for the market,such
products to be grown or raised on a
parcel of land having an area of not less
than one acre utilized exclusively
therefore.
(c)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter size and usage block as follows:
H.C.F.
(Meter
Size:1"
and less)
1-4-+49
-4-&50-
+64132
±-6-§-133
and over
H.C.F.
(Meter Size:1.5
through 2")
1--±-3-6144
+3-+145-4-1:-&355
41-6-356 and over
H.C.F
(Meter Size:3"
and Larger)
1--6-§..±.1,044
-6-§.2.1,045-
4,0648,067
4",0,658,068 and
over
Rate
per
H.C.F.
$~3.02
$~3 08
$~3.14
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
Honthly system charge:The monthly system charge for
irrigation and agricultural water service shall
be as follO'iJs:
Meter System MWD &CWA 'I'otal Fixed
~Charge Fixed Charge
Charge
~13.83 ~20.85
¥17.56 11 ...71 29.27
1 1/2"26.90 23.41 50.31
~38.10 37.46 75.56
25-6 Revised 08/24/09
Effective 09/01/09
¥67.98 74.92 142.90
¥101.59 117.07 218.66
.fr'.!-194.96 234.14 429.10
.gE.307.00 374.62 681.62
~437.71 538.52 976.23
Agricultural water customers authorized to
participate in HWD's "Special Agricultural Water
Rate Programlnterim Agricultural Water Program"
(IAWP)shall receive a $0.38 16 discount per
H.C.F.from the base rate and shall be subject to
the terms of their agreements and participation
in the program.and the agreement establishing
the terms of their participation in the IAWP.
5.RECYCLED WATER
(a)Defined as:Non-potable and recycled water service
provided for irrigation of landscaping,as defined
in Section 0.02 A.of the Code,and certain non-
irrigation purposes,other than domestic use,in
compliance with federal,state and local laws and
regulations regarding use of recycled water.
(b)The provisions of this Code,relating to use of
recycled water,set forth in Section 26 of the Code,
including but not limiteq to cross-connections and
backflow protective devices,shall be strictly
enforced ln connection with khe use of recycled
water.
(c)Base Rate:The tiered base rate for water
furnished under this category shall be determined
by meter size and usage block as follows:
H C F.H.C.F.H.C.F.H.C.F Rate
(Meter Size:(Meter Size:(Meter Size:3 (Meter Size:6"per
1"and less)1.5 through through 4")and larger)
2")H.C.F.
1-4-§.42 1--¥r9-168 1-4-W403 1 7,9557,916 $~2.'
8
4643--±-3-697 -±-W169-4G-±404 1,005820 7,9567,917-$~2.1
4-6-&402 17,55016,357 2
-1-+7-98 and 46-6-403 and 1,006821 and 17,55116,358 $~2.1
over over over and over 7
25-7 Revised 08/24/09
Effective 09/01/09
The tiered base rates for this category of
service pre subject to the increased drought
pricing outlined in Section 25.03 D.
(d)Monthly system charge:The monthly system charge
for recycled water service shall be as follows:
Meter System
Size Charge
3/4"14.58H
......&3
1"18.52H
-.§.6
1-1/2"28.37U
.....9{}
2"40.18-3-&
-.--±-G-
3"71.68-6-+
...g.g.
4"107.13-1-
01.59
6"205.59-1-
94.96
8"323.73:&
07.00
10"461.574
37.71
6.TEMPORARY AND CONSTRUCTION WATER SERVICE
(a)Defined as:Water service provided by the
District on a temporary basis,pursuant to
Section 31 of this Code.
(b)If capacity fees have not been paid by the
customer,the rates for water furnished under
this category shall be two times the tiered base
rates charged to irrigation and commercial
agriculture as outlined in Section 25.03 E.4.
(c)If the customer has paid capacity and annexation
fees,the base rate for water furnished under
this category shall be the base rate charged
customers in the same category of service on a
permanent meter basis.
25-8 Revised 08/24/09
Effective 09/01/09
(d)The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
7 .
(e)The applicable monthly system and MWD/CWA charge
shall be the same rates charged to customers in
the same category of service on a permanent meter
basis.
WATER SERVICE UNDER SPECIAL AGREEMENTS
(a)Defined as:Water service provided under express
agreements approved by the Board of Directors for
service to golf courses and other entities,which
service may be curtailed or interrupted by the
District under conditions provided in such
agreements.
(b)For water service under this category the base
rate shall be determined on a case-by-case basis.
Unless otherwise specified in the particular
agreement,the tiered base rates for this
category of service are subject to the increased
drought pricing outlined in Section 25.03 D.
8.TANK TRUCKS
(a)Defined as:Water service provided for the
filling of tanks on motor vehicles transporting
water used for other thao earth grading purposes,
which service shall be made,only through a
portable meter issued by the'District to a
customer specifically for use in accordance with
the provisions herein for such service.
(b)The rate for metered water furnished under this
category shall be the rate charged for temporary
and construction water service,as described in
Section 25.03 E.6.,plus a monthly system charge
at the rate set forth in Section 25.03 E.4.d.
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(c)Requirements for Use of Water Meter
(1)To receive such service,the customer shall
use a water meter furnished by the District.
The customer shall deposit the following
amount with the District for use of the
meter:
25-9 Revised 08/24/09
Effective 09/01/09
Meter Deposit
Size
4"$850
(2)Upon termination of the service,the Dis-
trict will refund the amount of deposit
remaining after making the following
deductions:
(i)Cost of repairing or replacing the
meter,fire hydrant and/or any fittings
damaged or lost while in use;and
(ii)Unpaid charges for water or other
applicable charges.
(3)Prior to the end of each six month period
following issuance of a meter under this
section,or at the request of the District,
whichever is earlier,the customer shall
return the meter to the District for
inspection,repair,or calibration as deemed
necessary by the District.
(4)Payment for water service under this cate-
gory shall be made as follows:
(i)The bill shall be based on the amount
of water actually used,which shall be
determined by the,District's reading of
the meter or by a report made by the
customer to the District in the manner
prescribed by the District.
(ii)Where the actual amount of water used
cannot be determined as provided in
(i),the District will issue a bill
based on a District estimate of the
amount of water used,as determined by
the District.Such estimates shall be
reconciled with actual amounts used
when the customer returns the meter to
the District as provided in paragraph 3
above.
(iii)Payments shall be made as specified on
the bill.
9.WATER SERVICE OUTSIDE DISTRICT
(a)Defined as:Water service for real property
outside the service area of the District.
25-10 Revised 08/24/09
Effective 09/01/09
(b)This service will be provided only upon prior
approval of the General Manager when there is a
surplu~~f water over and above the existing
needs for service in the District.This service
is temporary and may be terminated upon written
notice from the District.Customers for this
service are sometimes referred to as "outside
users."
(c)Customers applying for this category of service
shall pay an application fee of $500.
(d)The rate for metered water furnished under this
category shall be the rate charged temporary and
construction water as described in Section 25.03
E.6.b.plus a monthly system charge at the rate
set forth for temporary and construction water
service.
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(e)Customers requesting only fire service or a fire
hydrant under this category shall be charged a
capacity fee based on one (1)EDU for a permanent
meter in the Improvement District from which the
fire service derives its flow,plus a monthly
system charge at the rate set forth in the
category of water service being furnished.
I10.WATER SERVICE OUTSIDE AN IMPROVEMENT DISTRICT
(a)Defined as:Water service for property located
within the boundaries of the District,but not
within a water improvement district.Customers
for this service are sometimes referred to as
"outside users."
(b)Customers applying for this service shall pay an
application fee of $275.The District will
review the application to determine whether the
land to be served should be annexed to an
improvement district.If it is determined that
annexation is not practical,the Board of
Directors may authorize service as an outside
user.This service will be reviewed periodically
until it is determined that the property must be
annexed to an improvement district or that
service must be terminated.
(c)The rate for metered water furnished under this
category shall be the same rate charged temporary
water service outlined in Section 25.03 E.6.b.
25-11 Revised 08/24/09
Effective 09/01/09
plus a monthly system charge at the rate set
forth fo~temporary water service.
The tiered base rates for this category of
service are subject to the increased drought
pricing outlined in Section 25.03 D.
(d)Upon approval of the Board of Directors,a cus-
tomer,who has paid all construction costs for
facilities necessary to serve the customer's
property in lieu of annexation to a water
improvement district,shall be exempt from the
provision for this category of service.
11.SERVICE FOR FIRE PROTECTION
(a)Defined as:Water service provided by the Dis-
trict solely to feed fire hydrants or fire
sprinkler systems from lines or laterals con-
nected to District water mains.
(b)The District will not make a charge for the
quantity of water used for fire protection
purposes.
(c)The monthly system charge for this category of
service shall be $28.5530.11 per month for each
connection to a District water main made for fire
protection service.
12.WATER SERVICE TO PROPERTY NOT SUBJECT TO DISTRICT
TAXES
(a)Pursuant to Section 71613 of the California Water
Code,the District may furnish water to property,
not subject to District taxes,at special rates,
terms and conditions as are determined by the
Board of Directors for such service.Such rates,
terms and conditions shall be uniformly applied
to like classes and conditions of service in the
same improvement district or geographical area.
(b)Customers in this category,such as publicly-
owned establishments,shall pay an additional
$.~29 per H.C.F.
13.INTERIM WATER SERVICE IN IMPROVEMENT DISTRICT 7
(a)Definition of Interim Service.This is water
Service furnished to a customer in Improvement
District 7 (~ID 7~)for temporary use.
(b)Rates for Interim Service.Customers applying
for interim service in 10 7 shall not be required
to pay the 10 7 water capacity fee and San Diego
25-12 Revised 08/24/09
Effective 09/01/09
County Water Authority fee,as required under
Section 28.01 of this Code.The water rate shall
be the same as temporary and construction water.
(c)Conversion to Permanent Service.At such time as
guse expires,the customer shall be required to
~pay all fees in effect at the time the permanent
guse is implemented.
F.Energy Charges for Pumping Water In addition to water
rates and other charges provided for in this Section 25.03,
potable \Jater customers shall be charged an energy pumping
charge based on the quantity of water used and the
elevation to which the water has been lifted to provide
service.The energy pumping charge shall be made at the
rate of $0~.038 per 100 cubic feet of water for each 100
feet of lift or fraction thereof above the base elevation
of 450 feet.
G.Additional Water Charge for Service in the North District
1.In addition to other applicable water rates and
charges provided for in this Section 25.03,each
customer receiving water service in the North District
shall pay a charge of $0 08 per H.C.F.for water
furnished by the District;provided,however,the
additional charge shall not apply to the first 5
H.C.F.furnished during the billing cycle for the
customer's account under Section 25.03 E.l.DOMESTIC
RESIDENTIAL WATER.The North District area is defined
in Section 0.02 of this Code.'
2.All proceeds from charges collected pursuant to this
Section 25.03 G.shall be set aside by the District in
a separate account and shall be used solely for
payment of costs and borrowings for construction,
installation and maintenance of water storage
reservoirs,pump stations and water lines to provide
service in the North District
H.Additional Water Charges and Monthly System Charges for
Service in the ID 9 Water Service Zone
1.In addition to other applicable water rates and
charges provided for in this Section 25.03,effective
May 1,1986,each customer receiving water service in
the ID 9 Water Service Zone shall pay a charge of
$0.27 per H.C.F.of water furnished by the District;
provided,however,the additional charge shall not
apply to the first 5 H.C.F.furnished during the
billing cycle for a customer's account under Section
25 03 E.1 DOMESTIC RESIDENTIAL WATER.The ID 9 Water
Service Zone area is defined in Section 0.02 of this
Code.
25-13 Revised 08/24/09
Effective 09/01/09
2.In addition to the monthly system charges provided
for,effective May 1,1986,each customer receiving
water service-in the 10 9 Water Service Zone shall pay
a monthly meter system charge of $2.00 for each meter
in service.
3 All proceeds from charges collected pursuant to this
Section 25.03 H.shall be set aside by the District in
a separate account and shall be used solely for pay-
ment of costs and borrowing for construction,
installation and maintenance of water storage reser-
voirs,pump stations and water lines to provide ser-
vice in the 10 9 Water Service Zone.
I.Additional Water Charges for Services in the 10 3,10 10
and La Presa Water Service Zones.
1 In addition to other applicable water rates and
charges provided for in this Section 25.03,effective
May 17,1993,each customer receiving water service in
10 3,10 10 and La Presa Water Service Zones is
assessed an additional charge per H.C.F.of water
furnished by the District.Said surcharge is assessed
according to the following schedules:
a.10 3
Calendar Year
~
2009
2010
2011
2012
2013
b.10 10
Calendar Year
25-14
Amount
-{-per
H.C.F.-}-
~
.17
.18
.19
.20
.21
Amount
-{-per
H.C.F.-}-
.-&4
Revised 08/24/09
Effective 09/01/09
2009
2010
2011-18
c.La Presa
Calendar Year
2008-10
2011-13
.25
.26
.27
Amount
-(-per
H.C.F.-)-
.07
.08
I
''t
!.'...;!
rl!i
U"~1\:I:
I'
"il
2.The additional charge shall not apply to the first 5
H.C.F.furnished during the billing cycle for a
customer's account under Section 25.03 E.1.DOMESTIC
RESIDENTIAL WATER.
3.All proceeds from charges collected pursuant to this
Section 25.03 I.shall be set aside by the District in
a separate account and shall be used solely for
payment of costs and borrowings for construction,
installation and maintenance of water storage,
reservoirs,pump stations and water lines to provide
service in the 10 3,10 10 and La Presa Water Service
Zones,respectively.
25.04 DEPOSIT BY LESSEES OR NON-OWNERS OF PROPERTY
A.AMOUNT OF DEPOSIT
When an application for water service is made by a customer
who does not own the land to be served,the customer shall
be required to make a cash deposit to assure payment of the
account.In lieu of a deposit,the customer may have
payment of water service bills guaranteed in writing by the
owner of the property.The amount of deposit,determined
by the size of meter,shall be as follows:
Meter Deposit for All Categories
Size of Service
3/4"$75
25-15 Revised 08/24/09
Effective 09/01/09
1"$150
1-1/2"$200
2"$360
3"$800
4"$1,350
6"$3,300
8"$4,400
10"$5,500
The ~customer's deposit shall be applied to reduce or
satisfy any delinquent payment or other amount due the
District at the time of termination of water service to
the customer.Any portion of the deposit remaining after
satisfaction of the amount due shall be refunded to the
customer that made the deposit.
The deposits listed above may be waived for a new resi-
dential applicant where the applicant demonstrates credit
worthiness based upon prior utility payments or a non-
delinquent water account for one year or other similar
evidence of credit.
B.REFUND OF DEPOSIT
Where funds have been on deposit for twelve months in a
domestic service account and there has been no more than
one delinquent payment on that account during that period,
the District will apply a credit to the water account in
the amount of the deposit.
C.LETTER OF CREDIT
A letter of credit,in a form approved by the General
Manager or Department Head of Finance,may be submitted to
the District to satisfy the deposit requirements.
25.05 SERVICE TO SUBSEQUENT CUSTOMERS
After a water meter has been installed for a customer and all
fees and charges have been paid,water service may be furnished
to a subsequent customer through the water meter installed
without payment of further charges,except for the set-up fee
for transferred accounts,payment of delinquent charges for the
applicant's service or other deposits that may be required by
this Code.
25-16 Revised 08/24/09
Effective 09/01/09
Attachment D
SECTION 28 CONNECTION FEES AND CHARGES FOR POTABLE OR
RECLAIMED WATER SERVICE
28.01 COLLECTION OF FEES AND CHARGES
A.Fees and Charges to be paid by the Customer.The
following fees and charges shall be paid by the customer to
connect to a District water system for potable water or
reclaimed water service;these are in addition to the fee
and charges in Section 9 and 25.Fees and charges shall
include,but not be limited to,District fees,San Diego
County Water Authority fees, applicable zone charge and
charges for work performed by District personnel on behalf
of the customer.These charges may include the
installation by District personnel of a water service
lateral,and inspections required due to the requirement of
a back flow device.These charges may also include a meter
fee,installation fee (where lateral exists),lateral fee,
meter box fee,and excavation permit fee.
B.
Charges.
follows:
1.
Basis for Determination of Connection Fees and
The fees and charges shall be determined as
For permanent water meters,including
potable or recycled irrigation service,the
total water connection fee shall be
determined on the basis of the demand to be
placed on the District water systent.The
extent of demand will be determined-~n the
basis of the size of the water meter,as set
forth in Section 27 of the Code.The water
connection fee will be determined by
multiplying the demand factor,as set forth
below,for the meter size by the total of
the District-wide capacity fee and appli-
cable zone charge.
Meter Size
3/4"
1
1-1/2"
2"
3"
4"
6"
8"
10"
28-1
Demand Factor
1
2-1/2
5
8
16
25
50
80
115
Improvement
District
District--
wide
Capacity
Fee
Zone
Charge
Total Water
Capacity Fee
La Presa
2
3
5
7
9
10 9 Zone
10
19
20
22
25
22/27
(excluding
Triad
$4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
1655 4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
Triad)
3,102.00
$19,430.00
$4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
23,550.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
3,102.00
The District-wide capacity fee and the applicable zone
charge shall constitute the "base rate."For fees or
charges after January 1,2003,the base rate shall be
adjusted quarterly for fluctuations in construction costs,
as measured by the Engineering News Record Cdgstruction
Cost Index for the Los Angeles Region.The ENR
Construction Cost Index of 7,402.75 (as of January 1,2003)
shall be deemed the "base index."The adjustment shall be
in an amount equal to the percentage change in the ENR
Construction Cost Index from the base index for the period
from April 2,2003 to the date of payment.
28.02 INSTALLATION CHARGES FOR WATER METER AND WATER
SERVICE LATERALS
The determination of the water meter or service
lateral size shall be based upon the information provided
by the customer as detailed in Section 27 of the Code.
Water meter sizes of 3/4-inch through 2-inch shall have the
following fees and charges for installation of a water
meter:
28-2
Meter Meter Meter c
Size Fee Box*Installation Total
3/4"$59.00 $47.00 $60.00 $166.00
1"117.00 47.00 60.00 224.00
1-1/2"250.00 61.00 103.00 414.00
2"475.00 61.00 240.00 776.00
*Charge applies only when installation of a meter box
is required.
Where a water meter larger than 2-inch or a new water
lateral is required,a customized,written estimate of the
District's costs will be prepared.
The customer shall deposit the estimated costs with
the District prior to commencement of the work.If actual
costs incurred by the District are less than the amount
deposited,the District shall refund the excess to the
customer.If the actual costs incurred exceed the amount
deposited,the customer shall reimburse the District for
the additional costs.
28.03 METER FEE REFUND
A.If a water meter/service has been paid for but
not installed,a customer may receive a refund of the
District's capacity fee and charges.If San Diego County
Water Authority capacity fees have been paid~o San Diego
County Water Authority,the customer shall re~uest a refund
from San Diego County Water Authority.
B.If the customer wants to change the meter/service
size,they will be credited with the number of equivalent
dwelling units they have previously purchased and will be
refunded any balance per Section 28.04 A,above.If
additional equivalent dwelling units are required,the
customer will be charged based on 28.01 and 28.02.
28.04 FEES FOR CONSTRUCTION OF WATER FACILITIES FOR
RANCHO JAMUL PRESSURE ZONE 1655
There is hereby established a fee for construction of
water facilities that are required to provide water service
in Pressure Zone 1655 within Improvement District 9.The
pressure zone area is as shown on the map on file in the
office of the District Secretary.
28-3
Attachment E
SECTION 28 CONNECTION FEES AND CHARGES FOR POTABLE
OR RECLAIMED WATER SERVICE
28.01 COLLECTION OF FEES AND CHARGES
A.Fees and Charges to be paid by the Customer The
following fees and charges shall be paid by the customer to
connect to a District water system for potable water or
reclaimed water service,service;these are in addition to
the fee and charges in Section 9 and 25.Fees and charges
shall include,but not be limited to,District fees,San
Diego County Water Authority fees,applicable zone charge
and charges for work performed by District personnel on
behalf of the customer.These charges may include the
installation by District personnel of a water service
lateral,and inspections required due to the requirement of
a back flow device.These charges may also include a meter
fee,installation fee (where lateral exists),lateral fee,
meter box fee,and excavation permit fee.
B.
Charges.
follows:
1.
Basis for Determination of Connection Fees and
The fees and charges shall be determined as
For permanent water meters,including
potable or recycled irrigation service,the
total water connection fee shall be
determined on the basis of the demand to be
placed on the District water syste~.The
extent of demand will be determined on the
basis of the size of the water meter,as set
forth in Section 27 of the Code.The water
connection fee will be determined by
multiplying the demand factor,as set forth
below,for the meter size by the total of
the District-wide capacity fee and appli-
cable zone charge
Meter Size
3/4"
1
1-1/2"
2"
3"
4"
6"
8"
10"
28-1
------Demand Factor
1
2-1/2
5
8
16
25
50
80
115
Improvement
District
District-
Wwide
Capacity
Fee
Zone
Charge
Total Water
Capacity Fee
-$4,120.00
4,120.00
4,120 00
4,120.00
4,120.00
4,120.00
1655-4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
4,120.00
Triad)
$19,430.00
La Presa
2
3
5
7
9
10 9 Zone
10
19
20
22
25
22/27
(excluding
Triad ---3,102.00
-$4,120.00
4,120.00
4,120.00
4,120.00
4,120 00
4,120 00
-23,550.00
4,120.00---4,120.00---4,120.00---4,120.00---4,120.00
4,120.00---
3,102.00---
The District-wide capacity fee and the applicable zone
charge,charge shall constitute the "base rate."For fees
or charges after January 1,2003,the base rate shall be
adjusted quarterly for fluctuations in con~truction costs,
as measured by the Engineering News Record COI)struction
Cost Index for the Los Angeles Region.The ENR
Construction Cost Index of 7,402.75 (as of January 1,2003)
shall be deemed the "base index."The adjustment shall be
in an amount equal to the percentage change in the ENR
Construction Cost Index from the base index for the period
from April 2,2003 to the date of payment.
28.02 INSTALLATION CHARGES FOR WATER METER AND WATER
SERVICE LATERALS
The determination of the water meter or service
lateral size shall be based upon the information provided
by the customer as detailed in Section 27 of the Code.
Water meter sizes of 3/4-inch through 2-inch shall have the
following fees and charges for installation of a water
meter:
28-2
Meter Meter Meter -
Size Fee Box*Installation Total
3/4"$59.00 $47.00 $60.00 $166.00
1"117.00 47.00 60.00 224.00
1-1/2"250 00 61.00 103.00 414.00
2"475.00 61.00 240.00 776.00
*Charge applies only when installation of a meter box
is required.
Where a water meter larger than 2-inch or a new water
lateral is required,a customized,written,written
estimate of the District's costs will be prepared.
The customer shall deposit the estimated costs with
the District prior to commencement of the work If actual
costs incurred by the District are less than the amount
deposited,the District shall refund the excess to the
customer.If the actual costs incurred exceed the amount
deposited,the customer shall reimburse the District for
the additional costs.
28.03 IHTERH4 WATER SERVICE HJ IHPROVEHEHT DISTRICT 7
A.Definition of Interim Service.This is water service
furnished to a customer in Improvement District 7 ("10 7")
for a temporary use.
B.Rates for Interim Service.Custome~s applying
for interim service in 10 7 shall not be required to pay
the 10 7 water capacity fee and San Diego County Water
~uthority fee,as required under Section 28.01 of this
Code,but will be required to pay two times the per unit
charges for permanent service for that category of
serviceC.Conversion to Permanent Service.At such time as
the temporary use eJrpires,the customer shall be required
to pay all fees in effect at the time the permanent use is
implemented.28.043 METER FEE REFUND
A.If a water meter/service has been paid for but
not installed,a customer may receive a refund of the
District's capacity fee and charges.If San Diego County
Water Authority capacity fees have been'paid to San Diego
County Water Authority,the customer shall request a refund
from San Diego County Water Authority.
B.If the customer wants to change the meter/service
size,they will be credited with the number of equivalent
dwelling units they have previously purchased and will be
28-3
refunded any balance per Section 28.04 A,above.If
additional equivalent dwelling units are required,the
customer will be charged based on 28.01 and 28.02.
28.0~4 FEES FOR CONSTRUCTION OF WATER FACILITIES FOR
RANCHO JAMUL PRESSURE ZONE 1655
There is hereby established a fee for construction of
water facilities that are required to provide water service
in Pressure Zone 1655 within Improvement District 9.The
pressure zone area is as shown on the map on file in the
office of the District Secretary.
28-4
SECTION 34
34.01
ISSUANCE AND PAYMENT OF WATER BILLS
ISSUANCE,DUE DATE AND FINAL PAYMENT DATE OF
STATEMENT OF CHARGES FOR SERVICE
Attachment F I;,
II,
pI~1!Iii~:
A.Issuance of Statements.Statements for water
service or other charges will be mailed or presented as soon
as practicable after the water meter has been read and the
applicable charges have been determined.
B.Due Date.Each statement issued by the District for
such charges shall be-due and payable on the date of mailing
or other presentation to the customer.
C.Final Payment Date.All charges in each statement
must be paid on or before the final payment date shown on the
statement,which shall be at least 20 calendar days following
the date of mailing or presentation of the statement.
D.
1 .
2 .
34.02
Payment of Charges.
Place of Payment.Payments shall not be credited to
a customer's account until either cash,an
acceptable check or money order has been received by
the District at the District business office during
regular office hours.Deposit of payment in the
mail or at a location other than the District
business office shall not be credited to a
customer's account until received at the business
office.
Returned Check Charges.A returned"payment charge
of $25.00 shall be added to a customer's account in
each instance where payment has been made to the
District with funds that have been returned to the
District by the bank upon which it is drawn.
DELINQUENT ACCOUNTS
A.For Non-Payment of Charges.
statement for a water service account
District business office on or before
the account shall become delinquent.
If full payment of a
is not received at the
the final payment date,
B.Late Payment Charge.A late payment charge of 5
percent of the total amount delinquent shall be added to each
delinquent account at the time any amount becomes delinquent,
provided that the charge shall not be made on any account
which at that time has no delinquencies of record.When a
late payment charge is made,such shall be added to the
delinquent account as of the date the account becomes
delinquent and such charges shall become an inseparable part
of the amount due as of that time.
34-1
C.Notice of Delinquency.A delinquency notice shall
be mailed to each customer whose account is delinquent,
notifying the customer that service will be turned off unless
payment is made.The notice shall indicate the amount due,
including late payment charges,and that the total amount must
be paid within fifteen (15)calendar days from the date of
mailing or presentation of the notice to the customer,or
service will be discontinued.
D.Record of Delinquent Accounts.The District
maintains records of delinquent accounts.Each year one
delinquency shall be removed from the record of each account
that has one or more delinquencies.
E.Partial Payment on Delinquent Account.A partial
payment on a delinquent account may be accepted and credited
to a customer's account;however,the partial payment shall
not cause removal of the account from a delinquent status and
furthermore,the partial payment shall not preclude the meter
from being turned off for delinquency.
F.Financial Arrangements for Delinquent Accounts.
1.Continuation of Service.The General Manager,
Controller,or any person delegated by the General
Manager,may authorize continuation of service to a
delinquent account if financial arrangements,
satisfactory to the District,have been established.
I
2.Requirement of Deposit Due to Repeated
Delinquencies.If payments on a customer account
have become delinquent five or more times,or if a
meter has been turned off three or more times for
non-payment of charges,the General Manager,
Controller,or any person delegated by the General
Manager,shall be authorized to require the customer
to make a cash deposit with the District in an
amount equal to two times the amount of the average
monthly bill for the three month period preceding
the discontinuance of service before further water
service will be provided under the customer's
account.
G.Termination and Reinstatement of Water Service Under
Delinquent Accounts
1.Termination of Service.The water meter or meters
under delinquent accounts may be turned off and
locked if payment has not been made in accordance
with the Notice of Delinquency.
34-2
f
[
~
I
I:
t
I
I
(a)Where an owner or manager is listed by the Dis-
trict as the customer of record of the service,
the District shall make every good faith effort
to inform the actual users of the services when
the account is in arrears by means of a notice
that service will be terminated in ten days.
The notice shall further inform the actual
users that they have the right to become cus-
tomers of the District without being required
to pay the amount due on the delinquent
account.
(b)Residential water service shall not be termi-
nated for non-payment in any of the following
situations:
(1)During an investigation by the District of
a customer dispute or complaint.Any
residential customer who has initiated a
complaint or requested an investigation
within five days of receiving the disputed
bill,or who has,within 13 days of the
mailing of the notice that the customer's
service will be terminated for non-
payment,or made a request for extension
of the payment period of a bill asserted
to be beyond the means of the customer to
pay in full during the normal period for
payment,shall be given an opportunity for
a review.The review shall include
consideration of whether the customer
shall be permitted to amortize the unpaid
balance of the account over a reasonable
period of time not to exceed 12 months.
No termination of service shall be
effected for any customer complying with
an amortization agreement,if the customer
also keeps the account current as charges
accrue in each subsequent billing period.
Any customer whose complaint or request
for an investigation has resulted in an
adverse determination by the District,may
appeal the determination to the Board.
(2)When a customer has been granted an exten-
sion of the period for payment of a bill.
(3)On the certification of a l~censed physi-
cian and surgeon that to do so will be
life threatening to the customer and the
customer is financially unable to pay for
service within the normal payment period
34-3
and is willing to enter into an amortiza-
tion agreement to pay the unpaid balance
of any bill asserted to be beyond the
means of the customer over a period not to
exceed 12 months.
(c)The ten-day notice of proposed termination may
not be sent to the customer until at least 19
days from the date of mailing of the bill for
services.The ten-day period shall not com-
mence until five days after the mailing of the
notice.
(d)The District shall make a reasonable,good
faith effort to contact an adult person resid-
ing at the premises of the customer by tele-
phone or in person,at least 48 hours prior to
any termination of service.A charge of
$10.00 shall be added to the bill for a contact
made in person.
(e)Every notice of termination of service pursuant
to subdivisions (a)and (c)shall include all
of the following information:
(1)The name and address of the customer whose
account is delinquent.
(2)The amount of the delinquency.
(3)The date by which paymeni_~r arrangements
for payment is required in order to avoid
termination.
(4)The procedure by which the customer may
initiate a complaint or request an inves-
tigation concerning service or charges,
except that if the bill for service con-
tains a description of that procedure,
then the notice is not required to contain
that information.
(5)The procedure by which the customer may
request amortization of the unpaid
charges.
(6)The procedure for the customer to obtain
information on the availability of finan-
cial assistance including private,local,
state or federal sources,if applicable.
(7)The telephone number of a representative
of the District who can provide additional
34-4 II'
information or institute arrangements for
payment.
(f)If a residential customer fails to comply with
an amortization agreement,the District shall
not terminate service without giving notice to
the customer at least 48 hours prior to termi-
nation of the conditions the customer is
required to meet to avoid termination,but the
notice does not entitle the customer to further
investigation by the District.
(g)Termination of service shall not occur on any
Friday,Saturday,Sunday,legal holiday or at
any time during which the business offices of
the District are not open to the public.
(h)No termination of service may be effected with-
out compliance with this section and any ser-
vice wrongfully terminated shall be restored,
without charge,for the restoration of service.
(See California Government Code Section 60373.)
2.Reinstatement of Service.Water service terminated
for delinquency may not be reinstated until all
amounts due and payable,including late payment
charges and meter "turn-on"charges,have been paid
at the District business office,or unless credit
arrangements satisfactory to the'District have been
made.
3.Meter "Turn-On"Charge.A "turn-on"charge shall be
made for turning on any meter which has previously
been turned off for a delinquent account.The
charges for turn-on shall be as follows:
(a)For any account turned on during the District's
regular business hours the turn-on charge shall
be $35.00.
(b)For any account turned on after the District's
regular business hours,the turn-on charge
shall be $65.00.
34-5
Attachment G
SECTION 34 ISSUANCE AND PAYMENT OF WATER BILLS
34.01 ISSUANCE,DUE DATE AND FINAL PAYMENT DATE OF
STATEMENT OF CHARGES FOR SERVICE
A.Issuance of Statements.Statements for water
service or other charges will be mailed or presented as soon
as practicable after the water meter has been read and the
applicable charges have been determined.
B.Due Date.Each statement issued by the District for
such charges shall be-due and payable on the date of mailing
or other presentation to the customer.
C.Final Payment Date.All charges in each statement
must be paid on or before the final payment date shown on the
statement,which shall be at least 20 calendar days following
the date of mailing or presentation of the statement.
D.
1 .
2 .
34.02
Payment of Charges.
Place of Payment.Payments shall not be credited to
a customer's account until either cash,an
acceptable check or money order has been received by
the District at the District business office during
regular office hours.Deposit of payment in the
mail or at a location other than the District
business office shall not be credited to a
customer's account until received at the business
office.
Returned Check Charges.A returned payment charge
of $-25.00 shall be added to a customer's account in
each instance where payment has been made to the
District with funds that have been returned to the
District by the bank upon which it is drawn.
DELINQUENT ACCOUNTS
A.For Non-Payment of Charges.
statement for a water service account
District business office on or before
the account shall become delinquent.
If full payment of a
is not received at the
the final payment date,
B.Late Payment Charge.A late payment charge of 5
percent of the total amount delinquent shall be added to each
delinquent account at the time any amount becomes delinquent,
provided that the charge shall not be made on any account
which at that time has no delinquencies of reco~d.When a
late payment charge is made,such shall be added to the
delinquent account as of the date the account becomes
delinquent and such charges shall become an inseparable part
of the amount due as of that time.
34-1
C.Notice of Delinquency.A delinquency notice shall
be mailed to each customer whose account is delinquent,
notifying the customer that service will be turned off unless
payment is made.The notice shall indicate the amount due,
including late payment charges,and that the total amount must
be paid within fifteen (15)calendar days from the date of
mailing or presentation of the notice to the customer,or
service will be discontinued.
D.Record of Delinquent Accounts.The District
maintains records of delinquent accounts.Each year one
delinquency shall be removed from the record of each account
that has one or more delinquencies.
E.Partial Payment on Delinquent Account.A partial
payment on a delinquent account may be accepted and credited
to a customer's account;however,the partial payment shall
not cause removal of the account from a delinquent status and
furthermore,the partial payment shall not preclude the meter
from being turned off for delinquency.
F.Financial Arrangements for Delinquent Accounts.
1.Continuation of Service.The General Manager,
Controller,or any person delegated by the General
Manager,may authorize continuation of service to a
delinquent account if financial arrangements,
satisfactory to the District,have been established.
I
2.Requirement of Deposit Due to Repeated
Delinquencies.If payments on a customer account
have become delinquent five or more times,or if a
meter has been turned off three or more times for
non-payment of charges,the General Manager,
Controller,or any person delegated by the General
Manager,shall be authorized to require the customer
to make a cash deposit with the District in an
amount equal,to two times the amount of the average
monthly bill for the three month period preceding
the discontinuance of service before further water
service will be provided under the customer's
account.
G.Termination and Reinstatement of Water Service Under
Delinquent Accounts
1.Termination of Service.The water meter or meters
under delinquent accounts may be turned off and
locked if payment has not been made in accordance
with the Notice of Delinquency.
34-2
(a)Where an owner or manager is listed by the Dis-
trict as the customer of record of the service,
the District shall make every good faith effort
to inform the actual users of the services when
the account is in arrears by means of a notice
that service will be terminated in ten days.
The notice shall further inform the actual
users that they have the right to become cus-
tomers of the District without being required
to pay the amount due on the delinquent
account.
(b)Residential water service shall not be termi-
nated for non-payment in any of the following
situations:
(1)During an investigation by the District of
a customer dispute or complaint.Any
residential customer who has initiated a
complaint or requested an investigation
within five days of receiving the disputed
bill,or who has,within 13 days of the
mailing of the notice that the customer's
service will be terminated for non-
payment,or made a request for extension
of the payment period of a bill asserted
to be beyond the means of the customer to
pay in full during the normal period for
payment,shall be given an opportunity for
a review.The review shall include
consideration of whether ,the customer
shall be permitted to amortize the unpaid
balance of the account over a reasonable
period of time not to exceed 12 months.
No termination of service shall be
effected for any customer complying with
an amortization agreement,if the customer
also keeps the account current as charges
accrue in each subsequent billing period.
Any customer whose complaint or request
for an investigation has resulted in an
adverse determination by the District,may
appeal the determination to the Board.
(2)When a customer has been granted an exten-
sion of the period for payment of a bill.
(3)On the certification of a l~censed physi-
cian and surgeon that to do so will be
life threatening to the customer and the
customer is financially unable to pay for
service within the normal payment period
34-3
and is willing to enter into an amortiza-
tion agreement to pay the unpaid balance
of any bill asserted to be beyond the
means of the customer over a period not to
exceed 12 months~
(c)The ten-day notice of proposed termination may
not be sent to the customer until at least 19
days from the date of mailing of the bill for
services.The ten-day period shall not com-
mence until five days after the mailing of the
notice.
(d)The District shall make a reasonable,good
faith effort to contact an adult person resid-
ing at the premises of the customer by tele-
phone or in person,at least 48 hours prior to
any termination of service.A charge of $7.50
shall be added to the delinquent bill for a
telephone contact and a A charge of $10.00
shall be added to the bill for a contact made
in person.
(e)Every notice of termination of service pursuant
to subdivisions (a)and (c)shall include all
of the following information:
(1)The name and address of the customer whose
account is delinquent.
(2)The amount of the delinqu~ncy.
(3)The date by which payment or arrangements
for payment is required in order to avoid
termination.
(4)The procedure by which the customer may
initiate a complaint or request an inves-
tigation concerning service or charges,
except that if the bill for service con-
tains a description of that procedure,
then the notice is not required to contain
that information.
(5)The procedure by which the customer may
request amortization of the unpaid
charges.
(6)The procedure for the customer to obtain
information on the availability of finan-
cial assistance including private,local,
state or federal sources,if applicable.
34-4
(7)The telephone number of a representative
of the District who can provide additional
information or institute arrangements for
payment.
(f)If a residential customer fails to comply with
an amortization agreement,the District shall
not terminate service without giving notice to
the customer at least 48 hours prior to termi-
nation of the conditions the customer is
required to meet to avoid termination,but the
notice does not entitle the customer to further
investigation by the District.
(g)Termination of service shall not occur on any
Friday,Saturday,Sunday,legal holiday or at
any time during which the business offices of
the District are not open to the public.
(h)No termination of service may be effected with-
out compliance with this section and any ser-
vice wrongfully terminated shall be restored,
without charge,for the restoration of service.
(See California Government Code Section 60373.)
2.Reinstatement of Service.Water service terminated
for delinquency may not be reinstated until all
amounts due and payable,including late payment
charges and meter "turn-on"charges,have been paid
at the District business office,o~pnless credit
arrangements satisfactory to the District have been
made
3 Meter "Turn-On"Charge.A "turn-on"charge shall be
made for turning on any meter which has previously
been turned off for a delinquent account.The
charges for turn-on shall be as follows:
(a)For any account turned on during the District's
regular business hours which has been
delinquent less than ten times or has been
turned off less than four times the turn-on
charge shall be $25.0035.00.
(b)For any account which has been delinquent ten
or more times and has been turned off four or
more times the turn on charge shall be $40.00.
(eb)For any account turned on after the District's
regular business hours,the turn-on charge
shall be $65.00.
34-5
SECTION 53
53.01
Attachment H
FEES,RATES,CHARGES AND CONDITIONS FOR SEWER
SERVICE
CONDITIONS FOR ACQUISITION OF SEWER SERVICE CAPACITY
Sewer service capacity may be acquired only
to a specific address,parcel of land,or a land
project covered by an approved map.An approved
mean a recorded final map,a recorded parcel map
tentative subdivision map that has been approved
or by a City,as applicable.
for service
development
map shall
or a
by the County
53.02 SERVICE AREAS
A.Service Areas.Sewer service shall be furnished by
the District only to property located in Improvement District
No.14 ("1.0.14"),Improvement District No.18 ("1.0.18"),
and Assessment District No.4 ("A.D.4"),and the Russell
Square Sewer Service Area.Sewer service to property located
outside such areas may be furnished only upon annexation to 10
18 and payment of all applicable annexation fees.
53.03 ACQUISITION OF SEWER CONNECTIONS FOR SERVICE IN 1.0.
14,1.0.18 AND A.D.4
A.There shall be no connection capacity fee for sewer
service to parcels already annexed into Improvement District
No.14,Improvement District No.18 and Assessment District
No.4 on or after December 16,1998.
53.04 ACQUISITION AND PURCHASE OF SEWER CAPACITY FOR
SERVICE IN THE RUSSELL SQUARE SEWER SERVICE AREA
A.District Acceptance of Sewer Facilities for Russell
Square Area.Under an Agreement with Cal Dorado Development,
Inc.,dated June 28,1981,the District accepted title to a
sewer pump station,force main and appurtenances for a sewage
system to provide sewer service to the residential dwelling
units to be constructed within the parcels of land in San
Diego County Tentative Parcel Map 17150.Under an Agreement
with Cal Dorado Development,Inc.,dated June 18,1981,the
District agreed to provide service to such parcels on the
terms and conditions contained therein.On October 1,1984,
pursuant to Resolution No.2139,the District Board of Direc-
tors accepted title to the facilities.
B.Designation of Russell Square Sewer Area.The geo-
graphical area described on the District Map entitled "Russell
Square Sewer Service Area,"dated October 11,1988,on file
with the District Secretary,constitutes the Russell Square
Sewer Service Area.
53-1 Revised 08/24/09
Effective 01/01/10
C.Connection Fees for Connections for Sewer Service
through the Russell Square Sewer Pump Station.
1.Sewer Connection Fee
A connection fee of $7,500 for each EDU of
sewer service provided through Russell Square
Pump Station shall be collected.The
connection fee is due at the time an
application for sewer service is submitted.The
number of EDUs for the connection shall be as
set forth in Section 53.09 of the Code.Since
the Russell Square Pump Station and force main
were constructed by the developer or his
assignee,at their expense,for the purpose of
providing service to the parcels within
Tentative Parcel Map 17150,the connection fee
shall not apply to connections for sewer ser-
vice to the parcels within said map.Such
exempt parcels are currently identified as
Assessor Parcel Nos.497-011-41,497-011-42,
497-011-44,497-011-46 and 497-011-47.
2.A monthly sewer service charge of $200 to cover
normal operational costs of the Russell Square
Pump Station and force mains shall be
collected.This charge shall be reviewed by
the Board of Directors from time to time to
assure that such charges cover the costs for
operation of the sewer facili~ies.
3.The proceeds of the fees and charges received
by the District under 1 and 2 above shall be
used by the District solely for maintenance,
replacement or repair under C.1.above and for
the operation of the facilities under C.2.
above.
4.In addition the customer for such service shall
pay the monthly service charge for sewer
service set forth in Section 53.11.
53.05 CHARGES FOR INSTALLATION OF SEWER LATERALS Upon
application for construction of one or more sewer laterals,
the customer shall deposit with the District the estimated
costs to be incurred by the District in connection with the
installation of the facilities required,as determined by the
District.Upon completion of the work,the District shall
calculate the actual costs incurred by the District in
performing the work.If actual costs are less than the amount
deposited,the District shall refund the balance of the
deposit to the customer.If actual costs exceed the amount
53-2 Revised 08/24/09
Effective 01/01/10
deposited,the customer shall reimburse the District for the
additional costs.
53.06 PAYMENT OF FEES All fees prescribed in the Code
shall become owing,due and payable at the time application is
made to connect a premise to the sewer system of the District.
The fees shall be paid to the District prior to the issuance
of any permit authorizing the connection of such premise to
the District sewer system.If the proposed connection cannot
be made,the fee may be refunded when approved by the General
Manager.
53.07 SEWER SERVICE USE CHANGES RESULTING IN INCREASED
SYSTEM UTILIZATION The use of a sewer connection shall be
limited to the type and number of EDUs authorized by the
original wastewater discharge permit.Before adding any
additional equivalent dwelling units,buildings,modifying
existing buildings,or change of occupancy type,the property
owner shall make a supplementary wastewater permit application
to the District for such change in use and pay additional
sewer annexation fees per EDU,if necessary,as may be appli-
cable.Periodic inspection of the premises may be made by the
District and if actual use is greater than estimated use,an
assessment for additional annexation fees shall be assessed in
accordance with the fee schedule in the then current Code of
Ordinances.
53.08
1.
2 .
3.
WASTEWATER DISCHARGE PERMIT ISSUANCE AND LIMITATION
A wastewater discharge permit shall be required for
any property for which a request id_ffiade to dis-
charge into the District sewage system.
Every wastewater discharge permit shall expire by
limitations and shall become null and void,if the
construction or work authorized by such permit is
not commenced within 120 days from date of issuance
of such wastewater discharge permit or if the con-
struction or work authorized by such wastewater dis-
charge permit is suspended or abandoned for a period
of 120 days at any time after the work is commenced.
Before such work can be recommenced,a new waste-
water discharge permit application must be filed
with the District.The District may reactivate the
previous wastewater discharge permit provided that
wastewater quantity and type is the same as the
wastewater discharge allowed under the original per-
mit,and provided further that such suspension and
abandonment has not exceeded one year.Fees paid
for the previous wastewater discharge permit may be
credited toward the total permit fees required on
the new permit application.Reactivation of the
53-3 Revised 08/24/09
Effective 01/01/10
53.09
1.
previous wastewater discharge permit shall be sub-
ject to District sewer capacity being available at
the time of new-application and subject to any
additional costs or charges imposed during the
period of such suspension or abandonment.
BASIS FOR DETERMINATION OF EDUs
The number of EDUs for sewer service shall be deter-
mined on the following basis:
a)Residential Facilities EDUs
1)Single-Family Residence 1.0
(Includes manufactured homes,and mobile
homes which are on private lots
A secondary structure with a kitchen is
considered an additional EDU
2)
3)
4)
Apartments and Multiple Family Housing
Each individual living unit
Residential condominiums
Each individual living unit
Mobile Home and Trailer Parks
Per each individual space
1.0
1.0
1.0
b)Commercial/Industrial Facilities
1)Food Service Establishments
a)Take-out restaurants with dis-
posable utensils,no dishwasher
and no public restrooms 3.0
b)Miscellaneous food establishments -
ice cream/yogurt shops,bakeries
(sales on premise only)3.0
c)1)Take-out/eat-in restaurants with
disposable utensils,but with
seating and public restrooms 3.0
2)Restaurants with reusable
utensils,seating and public
restrooms (0-18 seats)3.0
53-4 Revised 08/24/09
Effective 01/01/10
EaGh additional 6 seat unit,
or portion thereof
2)Hotels and Motels
1.0
a)
b)
Per living unit without kitchen
Per living unit with kitchen
0.38
0.60
3)Commercial,Professional,Industrial
Buildings,Establishments not specifi-
cally listed herein
a)Any office,store or industrial
condominium or establishments.
first 1,000 sq.ft.
Each additional 1,000 sq.ft.or
portion thereof
1.2
0.7
b)Where occupancy type or usage is
unknown at the time of application
for service,the following EDUs
shall apply.This shall include,
but not be limited to,shopping
centers,industrial parks and profes-t
sional office buildings.
First 1,000 sq.ft.of gross build-
ing floor area 1.2
Each additional 1,000 square feet
of gross building floor area.Por-
tions less than 1,000 sq.ft.will
be prorated.0.7
4)Self-service laundry per washer 1.0
5)Churches,theaters and auditoriums per
each 150 person seating capacity,or any
fraction thereof.(Does not include
office spaces,schoolrooms,day-care
facilities,food preparation areas,etc.
Additional EDUs will be assigned for
these supplementary uses.)1.5
53-5 Revised 08/24/09
Effective 01/01/10
6)Schools
a.
b.
Elementary Schools -For
each 50 pupils or fraction
thereof
Junior High Schools -For
each 40 pupils or fraction
thereof
1.0
1.0
c.High Schools,Colleges and
Universities -For each
24 pupils or fraction
thereof
Additional EDUs will be prorated based
on above values.
1.0
The number of pupils shall be based on
the average daily attendance of pupils
at the school during the preceding fiscal
year,computed in accordance with the
education code of the State of California.
However,where the school has had no
attendance during the preceding fiscal
year,the General Manager shall estimate
the average daily attendance for the fiscal
year for which the fee is to be paid and
compute the fee based on such ~stimate.
7)Convalescent Homes
a)Skilled nursing care facilities,
psychological hospitals,con-
valescent hospitals;licensed by
the Department of Health.0.7/bed
b)Community Care Facilities with 16
or more beds licensed by the State
Department of Health.O.S/bed
c)Small Community Care Facilities
with 7 to 15 beds licensed by the
County Department of Social
Services O.S/bed
d)Community Care Homes with six or
fewer total residents,including
53-6 Revised 08/24/09
Effective 01/01/10
53.10
53.11
A.
B.
resident staff and housekeepers
(to b~the same EDU as a single-
family residence).1.0
8)Other
In the case of commercial,industrial and
other business establishments such as bot-
tling works,supermarkets,markets,
deli/markets,convenience stores,hospi-
tals,laundries (other than self-service
laundries),automobile service stations,
mortuaries,day-care centers,bars,pool
halls,and other establishments not
included in items 1)through 7)inclusive,
or when the EDUs specified in items 1)
through 7)are not representative of
actual flow due to the number of employees
or type of operation,the number of
equivalent dwelling units shall be deter-
mined in each case by the General Manager
and shall be based upon the estimated vol-
ume and type of wastewater discharge into
the sewer.
TRANSFER,ASSIGNMENT,OR RESALE OF SEWER
CONNECTION RIGHTS
EDU sewer connection rights obtained by a customer
may not be sold,transferred,or assigned separately
from ownership of the real property for which they
were obtained,unless otherwise stated in an
agreement with the District.
SEWER SERVICE RATES AND CHARGES
Set-up Fees for Accounts.A set-up fee of $10.00
shall be charged for each account transferred to
another customer.
Residential Sewer Charges
Five-year Rate Increase Schedule -All District
sewer rates,charges and fees are subject to a five-
year schedule of rate increases beginning September
1,2009 and periodically thereafter through June 30,
2014.The increases under this schedule shall be
the amount sufficient to cover cost increases
53-7 Revised 08/24/09
Effective 01/01/10
related to operation and maintenance,but not to
exceed 10%per year.
Five-year Periodic Pass-through Rate Increases or
Decreases from District Wholesalers -All District
sewer rates,charges and fees are subject to
periodic rate changes from the District's public
agency wholesalers for a five-year period beginning
September 1 2009 through June 30,2014.
(1 )Winter Average Determination.Sewer service
usage fee shall be based on the "Winter
Average"water consumption,measured in units
of hundred cubic feet (HCF).The winter
average period is January through April.The
winter average is calculated by adding the four
months of water consumption for the preceding
winter and dividing the resulting amount by
four.This average is then reduced by a 15%
usage discount,recognizing that not all water
used flows into the sewer system,to determine
the "Winter Average"for billing purposes.
,'t ~
(2)Usage Fee.The usage fee rate of $1.56 is
multiplied by the "Winter Average"calculation
for each customer (after the above noted 15%
discount)and the resulting amount is added to
the Fixed Service Charge applicable to the size
of meter.The resulting fixed fee shall be
charged on a monthly basis for an entire
calendar year,until a new "Winter Average"1S
determined for the following y~ar.
(3)Base Fee.The monthly base fee is $10.80 for a
5/8 or 3/4 inch water meter and $15.75 for a l-
inch or greater water meter.
(4)The average residential sewer charge shall be
calculated by calculating the total usage fee
for all residential customers and dividing by
the number of residential customers.Then the
monthly base fee for 3/4 inch meter is added to
this average fee and this shall be used to
determine the rate per ASU to be used for
commercial customers.The average residential
sewer charge is $36.88 per ASU.
C.Single Residential Winter Averaging
(1)Defined as:Sewer service for iridividually
metered residential households.
53-8 Revised 08/24/09
Effective 01/01/10
(2)The monthly sewer bill is calculated by adding
the base fee plus the usage fee as described in
5 .11.B.(1),-(2),& (3 )above.
D.
(3)The maximum "Winter Average"for individually
metered residential customers is 30 units
(after the 15%discount).
(4)Residential Service Without Consumption History
Sewer service for new accounts with no prior
winter consumption,customers using well water
or other unmetered water shall be assigned a
"Winter Average"of 19.68 -15%discount =
16.73 units for single individually metered
households.
Multi-Residential Rate Charges
(1)Defined as:Sewer service for master metered
water service for multiple-residential
households including for example;duplex,
townhomes,apartments,and mobile homes.
(2)The monthly sewer bill for the complex is
calculated by adding a 3/4 inch base fee (as
described in 5.11.B (3))times the number of
units in the complex plus the usage fee (as
described in 5.11.B (1)&(2)for the entire
complex.(Note:There is no cap on consumption
for the multi-residential customers.)
(3)New complexes that do not have"!a prior winter
consumption history to determine their monthly
usage fee shall be assigned a "Winter Average"
of 8 units less a 15%discount to equal 6.8
units for each multiple-residential unit in a
master metered residential complex.
II:f:f);t,
t![:
-,
E.Commercial Sewer Charges
(1)ASU Determination:The charges for commercial
sewer service shall be based on the rate of
discharge and the strength of sewage.The
Board of Directors may adjust the charges in
proportion to the amount of water not entering
the sewer which is substantiated by the
property owner or discharger.
(2)The strength of sewage is based on its
biochemical oxygen demand (BOD)and the cost of
removing suspended solids (SS).
53-9 Revised 08/24/09
Effective 01/01/10
(5)The formula is based on an estimated daily flow
of 250 gallons per day plus 280 milligrams per
liter of BOD and 234 milligrams per liter of SS
for a residential equivalent dwelling unit.
(6)For commercial users the flow is based on 85%
of their prior 12-month water consumption to
reflect the amount of water that returns to the
system.The basis for determining estimated
flow for unmetered water will be calculated on
the demand imposed on the water system.The
strength of discharge for commercial user is
based on whether it is classified as a low-
strength,medium-strength or high-strength
user.
(3)
(4 )
The formula is derived by taking the total cost
of providing sewer service and charging each
user for a -pro-rata share.
The State Revenue Program Guidelines require
use of an "Assigned Service Unit Assignment
Formula"which converts higher strength uses
into a service unit value which is comparable
to the use impact of a single-family
residential user or equivalent dwelling unit.
The formula for determining an Assigned Service
Unit (ASU)for a single-family dwelling is set
forth in the annual budget,which is
incorporated herein by reference.
.'~~,~:0,
User Classification
Low-Strength Commercial 1.000 Strength Factor
Car wash
General office and buildings
Barber and beauty shops
Department,retail stores and general
commercial
Hospitals and convalescent homes
Laundromat,laundry and dry cleaners
Professional office or office building
Warehouse
Other uses having a similar strength as
determined by the District
Medium-Strength Commercial =1.238 Strength Factor
Bars without dining facilities
Bowling alley
Hotels without dining facilities or cooking
facilities
53-10 Revised 08/24/09
Effective 01/01/10
Auto repair/sales shop and service station
Shopping centers
Other uses baving a similar strength as
determined by the District
High-Strength Commercial =2.203 Strength Factor
Bakery or bakery with deli
Hotel with dining facilities
Restaurants and bars with food
Supermarkets
Other uses having a similar strength as
determined by the District
Institutional =1.000 Strength Factor
Churches:Treated the same as Low-Strength
Commercial.
Schools:For public schools flow is based on
average daily attendance ("ADA")for the prior
school year,including summer school,as
reported by schools to meet state requirements.
Private schools will be required to file a
report verifying their attendance.For
elementary schools 50 students shall equal 1
ASU.For junior high schools 40 students shall
equal 1 ASU and for high schools 24 students
equals 1 ASU.The formula for schools shall be
the same as applies to single-family
residential.
ll:l:
Colleges:For colleges,flow is based on the
number of Certificated and Classified Staff,
and students enrolled in each school session
(Spring,Summer,and Fall):
+
+
+
Gallons per day (GPD)no.of students and staff x
no.of weeks Spring
session)
(no.of students and staff
x no.of weeks Summer
session)
(no.of students and staff
x no.of weeks Fall
session)
(no.of staff x no.of non-
session weeks.)
x 23 -;-52
ASU Daily Flow x Strength Factor
[(GPD x 85%)-;-250]x 1.000
53-11 Revised 08/24/09
Effective 01/01/10
The minimum charge for commercial shall be no lower
than 1 ASU at low strength.Charges are determined
each fiscal year.The formula is set forth in the
annual budget,which is incorporated herein by
reference.
F.Charges to Cover the State Loan Program for the
Treatment Facility.A $54 fee per ASU shall be
attached to the property tax bills to cover the
annual payment on the $5,000,000 state loan until
such loan is paid in full.
G.Monthly Service Charges for Commercial Sewer
Service.The Monthly Sewer Service charges for
service furnished by the District,shall be:
1.Commercial and Institutional (per ASU)
Commercial users shall be charged based upon
the ASUs derived in Section 53.11E.(4)
multiplied by the single-family average
residential rate Section 53.11 B.(4).
2.Industrial and Other Users
Charges determined by the Board of Directors on
a case-by-case basis.
Monthly sewer service charges shall commence upon
installation of the water meter to serve the premises
receiving the sewer service,upon conhestion to the
District sewer system,upon start of occupancy of the
premises to be served,or one year after the date the
application for sewer service is filed,whichever is
earlier.If a sewer service connection has been obtained
and if sewer service will not be used until some time
after installation of the water meter,commencement of
the sewer service charge may be deferred until the later
date only upon prior approval of the General Manager.
53-12 Revised 08/24/09
Effective 01/01/10
Attachment I
SECTION 53 FEES,RATES,CHARGES AND CONDITIONS FOR SEWER
SERVICE
53.01 CONDITIONS FOR ACQUISITION OF SEWER SERVICE CAPACITY
Sewer service capacity may be acquired only for service
to a specific address,parcel of land,or a land development
project covered by an approved map.An approved map shall
mean a recorded final map,a recorded parcel map or a
tentative subdivision map that has been approved by the County
or by a City,as applicable.
53.02 SERVICE AREAS
A.Service Areas.Sewer service shall be furnished by
the District only to property located in Improvement District
No.14 ("1.0.14"),Improvement District No.18 ("1.0.18"),
and Assessment District No.4 ("A.D.4"),and the Russell
Square Sewer Service Area.Sewer service to property located
outside such areas may be furnished only upon annexation to 10
18 and payment of all applicable annexation fees.
53.03 ACQUISITION OF SEWER CONNECTIONS FOR SERVICE IN 1.0.
14,1.0.18 AND A D.4
A.There shall be no connection capacity fee for sewer
service to parcels already annexed into Improvement District
No.14,Improvement District No.18 and Assessment District
No.4 on or after December 16,1998.
53.04 ACQUISITION AND PURCHASE OF SEWER CAPACITY FOR
SERVICE IN THE RUSSELL SQUARE SEWER SERVICE AREA
A.District Acceptance of Sewer Facilities for Russell
Square Area.Under an Agreement with Cal Dorado Development,
Inc.,dated June 28,1981,the District accepted title to a
sewer pump station,force main and appurtenances for a sewage
system to provide sewer service to the residential dwelling
units to be constructed within the parcels of land in San
Diego County Tentative Parcel Map 17150.Under an Agreement
with Cal Dorado Development,Inc.,dated June 18,1981,the
District agreed to provide service to such parcels on the
terms and conditions contained therein.On October 1,1984,
pursuant to Resolution No.2139,the District Board of Direc-
tors accepted title to the facilities.
B.Designation of Russell Square Sewer Area The geo-
graphical area described on the District Map entitled "Russell
Square Sewer Service Area,"dated October 11,1988,on file
with the District Secretary,constitutes the Russell Square
Sewer Service Area.
53-1 Revised 08/24/09 ~
Effective 01/01/10;010110
C.Connection Fees for Connections for Sewer Service
through the Russell Square Sewer Pump Station.
1.Sewer Connection Fee
A connection fee of $7,500 for each EDU of
sewer service provided through Russell Square
Pump Station shall be collected.The
connection fee is due at the time an
application for sewer service is submitted.The
number of EDUs for the connection shall be as
set forth in Section 53 09 of the Code.Since
the Russell Square Pump Station and force main
were constructed by the developer or his
assignee,at their expense,for the purpose of
providing service to the parcels within
Tentative Parcel Map 17150,the connection fee
shall not apply to connections for sewer ser-
vice to the parcels within said map.Such
exempt parcels are currently identified as
Assessor Parcel Nos.497-011-41,497-011-42,
497-011-44,497-011-46 and 497-011-47.
2.A monthly sewer service charge of $200 to cover
normal operational costs of the Russell Square
Pump Station and force mains shall be
collected.This charge shall be reviewed by
the Board of Directors from time to time to
assure that such charges coyer the costs for
operation of the sewer facilities
3.The proceeds of the fees and charges received
by the District under 1 and 2 above shall be
used by the District solely for maintenance,
replacement or repair under C.1.above and for
the operation of the facilities under C.2.
above.
4.In addition the customer for such service shall
pay the monthly service charge for sewer
service set forth in Section 53.11.
53.05 CHARGES FOR INSTALLATION OF SEWER LATERALS Upon
application for construction of one or more sewer laterals,
the customer shall deposit with the District the estimated
costs to be incurred by the District in connection with the
installation of the facilities required,as determined by the
District.Upon completion of the work,the District shall
calculate the actual costs incurred by the District in
performing the work.If actual costs are less than the amount
deposited,the District shall refund the balance of the
deposit to the customer.If actual costs exceed the amount
53-2 Revised 08/24/09 ~
Effective 01/01/10;0101~
deposited,the customer shall reimburse the District for the
additional costs.
53.06 PAYMENT OF FEES All fees prescribed in the Code
shall become owing,due and payable at the time application is
made to connect a premise to the sewer system of the District.
The fees shall be paid to the District prior to the issuance
of any permit authorizing the connection of such premise to
the District sewer system.If the proposed connection cannot
be made,the fee may be refunded when approved by the General
Manager.
53.07 SEWER SERVICE USE CHANGES RESULTING IN INCREASED
SYSTEM UTILIZATION The use of a sewer connection shall be
limited to the type and number of EDUs authorized by the
original wastewater discharge permit.Before adding any
additional equivalent dwelling units,buildings,modifying
existing buildings,or change of occupancy type,the property
owner shall make a supplementary wastewater permit application
to the District for such change in use and pay additional
sewer annexation fees per EDU,if necessary,as may be appli-
cable.Periodic inspection of the premises may be made by the
District and if actual use is greater than estimated use,an
assessment for additional annexation fees shall be assessed in
accordance with the fee schedule in the then current Code of
Ordinances.
53.08
1 .
2 .
3 .
WASTEWATER DISCHARGE PERMIT ISSUANCE AND LIMITATION
A wastewater discharge permit shall be required for
any property for which a request is made to dis-
charge into the District sewage system
Every wastewater discharge permit shall expire by
limitations and shall become null and void,if the
construction or work authorized by such permit is
not commenced within 120 days from date of issuance
of such wastewater discharge permit or if the con-
struction or work authorized by such wastewater dis-
charge permit is suspended or abandoned for a period
of 120 days at any time after the work is commenced.
Before such work can be recommenced,a new waste-
water discharge permit application must be filed
with the District.The District may reactivate the
previous wastewater discharge permit provided that
wastewater quantity and type is the same as the
wastewater discharge allowed under the original per-
mit,and provided further that such suspension and
abandonment has not exceeded one year.Fees paid
for the previous wastewater discharge permit may be
credited toward the total permit fees required on
the new permit application.Reactivation of the
53-3 Revised 08/24/09 09
Effective 01/01/10;010110
53.09
1.
previous wastewater discharge permit shall be sub-
ject to District sewer capacity being available at
the time of new 'application and subject to any
additional costs or charges imposed during the
period of such suspension or abandonment.
BASIS FOR DETERMINATION OF EDUs
The number of EDUs for sewer service shall be deter-
mined on the following basis:
a)Residential Facilities EDUs
1)Single-Family Residence 1.0
(Includes manufactured homes,and mobile
homes which are on private lots
A secondary structure with a kitchen is
considered an additional EDU
2 )
3)
4)
Apartments and Multiple Family Housing
Each individual living unit
Residential condominiums
Each individual living unit
Mobile Home and Trailer Parks
Per each individual space
1.0
1.0
1.0
b)Commercial/Industrial Facilities
1)Food Service Establishments
a)Take-out restaurants with dis-
posable utensils,no dishwasher
and no public restrooms 3.0
b)Miscellaneous food establishments -
ice cream/yogurt shops,bakeries
(sales on premise only)3.0
c)1)Take-out/eat-in restaurants with
disposable utensils,but with
seating and public restrooms 3.0
2)Restaurants with reusable
utensils,seating and public
restrooms (0-18 seats)3.0
53-4 Revised 08/24/09 09
Effective 01/01/10;010110
Each additional 6 seat unit,
or portion thereof 1.0
2)Hotels and Motels
a)
b)
Per living unit without kitchen
Per living unit with kitchen
0.38
0.60
3)Commercial,Professional,Industrial
Buildings,Establishments not specifi-
cally listed herein
a)Any office,store or industrial
condominium or establishments.
first 1,000 sq.ft.1.2
Each additional 1,000 sq.ft.or
portion thereof 0.7
b)Where occupancy type or usage is
unknown at the time of application
for service,the following EDUs
shall apply.This shall include,
but not be limited to,shopping
centers,industrial parks and profes-
sional office buildings.I
First 1,000 sq ft of gross build-
ing floor area 1.2
Each additional 1,000 square feet
of gross building floor area.Por-
tions less than 1,000 sq.ft.will
be prorated.0.7
4)Self-service laundry per washer 1.0
5)Churches,theaters and auditoriums per
each 150 person seating capacity,or any
fraction thereof.(Does not include
office spaces,schoolrooms,day-care
facilities,food preparation areas,etc.
Additional EDUs will be assigned for
these supplementary uses.)1.5
53-5 Revised 08/24/09 09
Effective 01/01/10;010110
6)Schools
a.
b.
c.
Elementary Schools -For
each 50 pupils or fraction
thereof
Junior High Schools -For
each 40 pupils or fraction
thereof
High Schools,Colleges and
Universities -For each
24 pupils or fraction
thereof
1.0
1.0
1.0
Additional EDUs will be prorated based
on above values.
The number of pupils shall be based on
the average daily attendance of pupils
at the school during the preceding fiscal
year,computed in accordance with the
education code of the State of California.
However,where the school has had no
attendance during the preceding fiscal
year,the General Manager shall estimate
the average daily attendance for the fiscal
year for which the fee is to be paid and
compute the fee based on such'estimate.
7)Convalescent Homes
a)Skilled nursing care facilities,
psychological hospitals,con-
valescent hospitals;licensed by
the Department of Health 0.7/bed
b)Community Care Facilities with 16
or more beds licensed by the State
Department of Health.0.5/bed
c)Small Community Care Facilities
with 7 to 15 beds licensed by the
County Department of Social
Services 0.5/bed
d)Community Care Homes with six or
fewer total residents,including
53-6 Revised 08/24/09 09
Effective Ol/Ol/lOL-.!!}OllQ
53.10
53.11
resident staff and housekeepers
(to be the same EDU as a single-
family residence).1.0
8)Other
In the case of commercial,industrial and
other business establishments such as bot-
tling works,supermarkets,markets,
deli/markets,convenience stores,hospi-
tals,laundries (other than self-service
laundries),automobile service stations,
mortuaries,day-care centers,bars,pool
halls,and other establishments not
included in items 1)through 7)inclusive,
or when the EDUs specified in items 1)
through 7)are not representative of
actual flow due to the number of employees
or type of operation,the number of
equivalent dwelling units shall be deter-
mined in each case by the General Manager
and shall be based upon the estimated vol-
ume and type of wastewater discharge into
the sewer.
TRANSFER,ASSIGNMENT,OR RESALE OF SEWER
CONNECTION RIGHTS
EDU sewer connection rights obtained by a customer
may not be sold,transferred,or assigned separately
from ownership of the real property for which they
were obtained,unless otherwise stated in an
agreement with the District.
SEWER SERVICE RATES AND CHARGES
====~----~~Ti ..--~Set-up Fees for Accounts.A set-up fee of
$10.00 shall be charged for each account transferred
to another customer.
A.
B.Residential Sewer Charges
Five-year Rate Increase Schedule -All District
sewer rates,charges and fees are subject to a five-
year schedule of rate increases beginning September
1,2009 and periodically thereafter through June 30,
2014.The increases under this schedule shall be
53-7 Revised 08/24/09 09
Effective 01/01/10;010110
the amount sufficient to cover cost increases
related to operation and maintenance,but not to
exceed 10%per year.
Five-year Periodic Pass-through Rate Increases or
Decreases from District Wholesalers -All District
sewer rates,charges and fees are subject to
periodic rate changes from the District's public
agency wholesalers for a five-year period beginning
September 1 2009 through June 30,2014.
(1)Winter Average Determination.Sewer service
usage fee shall be based on the "Winter
Average"water consumption,measured in units
of hundred cubic feet (HCF).For Otay water
customers,the '",inter period is December
through ~4arch,and for HeliJc '.vater customers,
~The winter average period is January
through April.The winter average for Otay is
calculated by adding the four months of water
consumption for thefor the preceedingpreceding
winter together and dividing the resulting
amount by four The ',,'inter average for HeliJc
is calculated by adding the two billing periods
of the four months together and dividing by
four.For both Otay and HeliJc water customers,
tThis average is then reduced by a 15%usage
dIscount,recognizing that not all water used
flows into the sewer system,to determine the
"Winter Average"for billing purposes.
(2)Usage Fee.The usage fee rate of $1.4+-56 is
multiplied by the "Winter Average"calculation
for each customer (after the above noted 15%
discount)and the resulting amount is added to
the Fixed Service Charge applicable to the size
of meter.The resulting fixed fee shall be
charged on a monthly basis for an entire
calendar year,until a new "Winter Average"is
determined for the following year.
(3)Base Fee.The monthly base fee is $10.~80
for a 5/8 or 3/4 inch water meter and
$14.9015.75 for a 1-inch or greater water
meter.
(4)The average residential sewer charge shall be
calculated by calculating the total usage fee
for all residential customers and dividing by
the number of residential customers.Then the
monthly base fee for 3/4 inch meter is added to
this average fee and this shall be used to
determine the rate per ASU to be used for
commercial customers.Effective January 1,
53-8 Revised 08/24/09 09
Effective 01/01/10;010110
2009,~The average residential sewer charge
is $34.793~8 per ASU.
C.Single Residential Winter Averaging
(1)Defined as:Sewer service for individually
metered residential households.
(2)The monthly sewer bill is calculated by adding
the base fee plus the usage fee as described in
5 .11 .8.(1),(2),& (3)above.
(3)The maximum "Winter Average"for individually
metered residential customers is 30 units
(after the 15%discount)~as follows:
i.January through Deeember 2008
18 units
ii.January through December 2009
22 units
iii.~fter December 31,2009 30 units
(4)Residential Service Without Consumption
HistoryNew Customers.Sewer service for new
accounts with no prior winter consumption,
customers using well water or other unmetered
water New Customers that do not have a prior
vvinter consumption history to determine their
monthly usage fee shall be assigned a "Winter
Average"of 19.68 -15%dis~ount =16.73 units
for single individually meterod households.
D.Multi-Residential Rate Charges
(1)Defined as:Sewer service for master metered
water service for multiple-residential
households including for example;duplex,
townhomes,apartments,and mobile homes.
(2)The monthly sewer bill for the complex is
calculated by adding a 3/4 inch base fee (as
described in 5.11.8 (3))times the number of
units in the complex plus the usage fee (as
described in 5.11.8 (1)&(2)for the entire
complex.(Note:There is no cap on consumption
for the multi-residential customers.)
(3)New complexes that do not have a prior winter
consumption history to determine their monthly
usage fee shall be assigned a "Wtnter Average"
of 8 units less a 15%discount to equal 6.8
units for each multiple-residential unit in a
master metered residential complex.
53-9 Revised 08/24/09 09
Effective 01/01/10;010110
E.Commercial Sewer.Charges
(1)ASU Determination The charges for commercial
sewer service shall be based on the rate of
discharge and the strength of sewage.The
Board of Directors may adjust the charges in
proportion to the amount of water not entering
the sewer which is substantiated by the
property owner or discharger.
(2)The strength of sewage is based on its
biochemical oxygen demand (BOD)and the cost of
removing suspended solids (SS).
(3)The formula is derived by taking the total cost
of providing sewer service and charging each
user for a pro-rata share
(4)The State Revenue Program Guidelines require
use of an "Assigned Service Unit Assignment
Formula"which converts higher strength uses
into a service unit value which is comparable
to the use impact of a single-family
residential user or equivalent dwelling unit.
The formula for determining an Assigned Service
Unit (ASU)for a single-family dwelling is set
forth in the annual budget,which is
incorporated herein by reference.
I(5)The formula is based on an estimated daily flow
of 250 gallons per day plus 280 milligrams per
liter of BOD and 234 milligrams per liter of SS
for a residential equivalent dwelling unit.
(6)For commercial users the flow is based on 85%
of their prior 12-month water consumption to
reflect the amount of water that returns to the
system.The basis for determining estimated
flow for unmetered water will be calculated on
the demand imposed on the water system The
strength of discharge for commercial user is
based on whether it is classified as a low-
strength,medium-strength or high-strength
user.
User Classification
Low-Strength Commercial 1.000 Strength Factor
Car wash
General office and buildings
Barber and beauty shops
09
53-10 Revised 08/24/09
Effective 01/01/10;01011~
Department,retail stores and general
commercial
Hospitals and convalescent homes
Laundromat,laundry and dry cleaners
Professional office or office building
Warehouse
Other uses having a similar strength as
determined by the District
Medium-Strength Commercial =1.238 Strength Factor
Bars without dining facilities
Bowling alley
Hotels without dining facilities or cooking
facilities
Auto repair/sales shop and service station
Shopping centers
Other uses having a similar strength as
determined by the District
High-Strength Commercial =2.203 Strength Factor
Bakery or bakery with deli
Hotel with dining facilities
Restaurants and bars with food
Supermarkets
Other uses having a similar strength as
determined by the District
Institutional =1.000 Strength Factpr
Churches:Treated the same as Low-Strength
Commercial.
Schools:For public schools flow is based on
average daily attendance ("ADA")for the prior
school year,including summer school,as
reported by schools to meet state requirements.
Private schools will be required to file a
report verifying their attendance.For
elementary schools 50 students shall equal 1
ASU.For junior high schools 40 students shall
equal 1 ASU and for high schools 24 students
equals 1 ASU.The formula for schools shall be
the same as applies to single-family
residential.
Colleges:For colleges,flow is based on the
number of Certificated and Classlfied Staff,
and students enrolled in each school session
(Spring,Summer,and Fall):
09
53-11 Revised 08/24/09
Effective 01/01/10;010110
Gallons per day (GPO)no.of students and staff x
no.of weeks Spring
session)
+(no.of students and staff
x no.of weeks Summer
session)
+(no.of students and staff
x no.of weeks Fall
session)
+(no.of staff x no.of non-
session weeks)
x 23 -;-52
ASU Daily Flow x Strength Factor
[(GPO x 85%)-;-250J x 1.000
The minimum charge for commercial shall be no lower
than 1 ASU at low strength.Charges are determined
each fiscal year.The formula is set forth in the
annual budget,which is incorporated herein by
reference.
F.Charges to Cover the State Loan Program for the
Treatment Facility.A $54 fee per ASU shall be
attached to the property tax bills to cover the
annual payment on the $5,000,000 state loan until
such loan is paid in full.
G.Monthly Service Charges for Commerc'i.al Sewer
Service.The Monthly Sewer Service charges for
service furnished by the District,shall be:
1.Commercial and Institutional (per ASU)+
Commercial users shall be charged based upon
the ASUs derived in Section 53.11E.(4)
multiplied by the single-family average
residential rate Section 53.11 B.(4).
2.Industrial and Other Users
Charges determined by the Board of Directors on
a case-by-case basis.
Monthly sewer service charges shall commence upon
installation of the water meter to serve the premises
receiving the sewer service,upon connection to the
District sewer system,upon start of occupancy of the
premises to be served,or one year after the date the
application for sewer service is filed,whichever is
earlier.If a sewer service connection has been obtained
and if sewer service will not be used until some time
09
53-12 Revised 08/24/09
Effective 01/01/10i-~0110
after installation of the water meter,commencement of
the sewer service charge may be deferred until the later
date only upon prior ~approval of the General Manager.
09
53-13 Revised 08/24/09
Effective 01/01/10;010110
Attachment J
August 1Sf.,2009
BOARD SECRETARY
OTAY WATER DISTRICT
2554 SWEETWATER SPRINGS BLVD.
SPING VALLEY,CA,91978
Who may concern:
I received your notification regarding the increase in the
water cost,and I disagree with that increase,for the following reasons:
1.-Lot of things and services are increasing at this time,but
our income still the same,so we can not afford the higher costs of basic
services and necessities.
2.-Tax were raised,as well as maintenance fee in our home
owner association.
3.-Medical insurance and medications increase almost 50%.
For this and many more reasons (economical reasons),
oppose to the water rates increase.
I understand that you have economical problems,but I also
have them,as well as most of the citizens,I don't know why you want to
resolve your problems increasing the cost of the water rates to the
property owners and tenants,when we can not earn more money to pay
for this increase.
I think you should look for other options,not the one that
affects more the poor economy of the citizens.
Th you
7 1/'"~-:?':?'~"(:"~#:/r
,'
ra Curiel
/'/'2071 Lakeridge Circle Unit 203
Chula vista,CA 91913
August 5,2009
Otay Water Distr'ict
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Dear Board of Directors;
We have read your proposal for Residential Water Rates.We are opposed to
the adoption of a five-year schedule of proposed water rates increases 1'0:
be implemented beginning September 1,and pet"iodically thereaftet"through
June 30,2014.It is irresponsible of Otay Water District to set up these
water rates without assessing the need for on increase.each year.You can
not assume that these rate increases are necessary in the future.Vile ar'e
particularly concerned that it not only ignores any conservation efforts
made by residential customers,your proposal deliberately eliminates any
opportunity for us to provide input or protest.
Furthermore,we do not believe the Dray Water Distt"ict has done enough to:
minimize water waste,particularly in public areas.For example,we still see
areas with water run-off and areas where water is gushing out of broken
sprinklers.Vv€.have placed calls notifying the Otay Water DisTI"ict Qnd we
do not see corr'ective action for days.We all end up having to pay for these
problems -but projected watet"rate increases without assessment (md due
process is not the answer.
Please reconsider your proposals and make a sincere effort to approadl this
issue more responsibly.Thank you.
(property address Shown below.)
15M-
H-~WESTMORLAND ST
CHULA VISTA,CA 91913
ELU'R R.MELLOR
971-£SOMERSET COURT
CHULA OISTR,CR.q\ql~
619-421-2892
e,mellor@coH,net
August 16,2009
OTAY WATER DISTRICT
Dear Mr.Buelna,
I am among many citizens in your district who are very concerned about
the increase in water rates.Your explanation is not exactly clear but what is
clear is that we are not being given an appropriate voice in the decision.I
understand that there is a need for more income due to the lack of water supply
coming to us.BUT to state that we are going to have possible (more likely
regular)yearly increases of 10%,is that REALLY necessary?Can't it be
reconsidered yearly with proper communication with us?Actions like this
do not help your pUblic image or relations.
PLEASE do something about reconsidering this arbitrary decision.
Thank you,
\
/'Ii \....~~,;!\ . ..1 ,"...(jJj;'G1J~l'i
\Elva-Mellor
Timothy R.Hormuth
1253 Calle Tesoro
Chula Vista,CA 91915
July 26,2009
Board ofDirectors
Public Hearing
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Dear Board ofDirectors:
I am writing to oppose the actions for the public hearing on August 24,2009 for proposed
Water and Sewer Rate increases.
The District needs to find other resources and plans rather than increase the rates in these
extremely difficult financial times ofrecord unemployment rates and home foreclosures.
This letter serves as my written protest and opposition to the District's proposed adoption
ofa five-year schedule of proposed water rate increases to be implemented beginning on
September I,2009 and periodically thereafter through June 30,2014.
Thank you for your support.
Sincerely,
July 7,2009
To Whom It May Concern:
We are writing this letter to oppose the proposed rate increases.
Michael A and Cindy A Pacheco
1415 Caminito Capistrano #1
Chula Vista,CA 91913
d{Jff.I2[~
Michael A Pacheco
July 7,2009
426 Scottsdale Drive
Moon Township,PA 15108
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd
Spring Valley,CA 91978
RE:1561 Hackberry PI
Chula Vista,CA 91915
I'm responding to your notice for the public hearing on the water and sewer rates
scheduled on Monday August 24,2009.
How in times of escalating unemployment can you possibly consider an increase of
19.9%in one year?Nothing on this planet has gone up 19.9 %in less than a year!
You're proposal to increase costs by no more than 10%a year for the next five years is
astonishing to say the least!Who gets a 10%raise each and every year in their salary?
My water/sewer and trash pickup in Pennsylvania from (02/05/09 -05/06/09)was
$153.11 for 13000 gallons of water,with the associated sewer fees and trash fees.My
two-month bill (water/sewer only)at 1561 Hackbeny PI (3/18/09,-05/20/09)was
$122.73 for 20 units of usage.You are already 20%higher than Pennsylvania and you
don't include trash pickup!I'm sure the water systems in California are newer and need
less maintenance than those in Pennsylvania!
I suggest that you readdress your labor,benefits,administrative expenses,and other
operational costs!At some point the customer is going to say NO to ever increasing
expenses -now is that time.We can not spend ourselves into prosperity!If your
customers are not getting those kinds of raises then you can't expect to get those kinds
of fees!
Peter Copeland
07/06/2009
Board Secretary
Otay Water District:
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Dear Sir/Madam,
I just received the notice for proposed rate increases starting in September 2009.I am writing to protest
strongly the consideration of this policy because,if passed,it will burden the citizens under your
jurisdiction with yet another local tax,justified weakly through more nebulous and opaque claims of
absolute and immediate necessity.It appears that fear-mongering is how all levels of government in this
country now operate in order to constantly extract more money from shell-shocked constituents and
taxpayers.
With this long recession upon us,we have all had to make sacrifices,tighten budgets and work within
our remaining means and resources.This is called fiscal discipline.local municipalities and utilities
should practice it as well.But,nowhere in your notification literature do you mention the possibility of
first making necessary cuts and adjustments in your cost structure to balance your budget.Instead,you
assume that your bloated legacy expenses are sacred,while taxpayer wallets are not.
We all have to do more with less these days and your agency should be no different.Your cost structure
is not fixed,nor protected from adjustment and scrutiny.Maybe it is time for some people in your
organization to work overtime,some benefits to be reduced and some of the perpetual cost of living
increases suspended;maybe even a hiring freeze and some ingenuity to maximize the resources you do
have instead of assuming our wallets are bottomless purses for you to raid every time you cannot
manage your budget.
Only once you have made a real effortto keep costs down,then you can approach us with a piggish rate
hike of lO%/year for the next year.Are you serious with this??That amounts to a net 60%increase in
rates over five years.How can your costs have gone up that much even with reduced tax revenues?
Something is amiss here.I suspect most ofthat increase would go to preserving benefits for existing and
retired employees.Even so,it would be only slightly less insulting ifit was earmarked for actual
infrastructure,or "pass-through"fees from your wholesalers,as you claim.Yours is a relatively new
plant and should not need any substantial repairs,nor should you have deferred ,!l1aintenance on ityet.I
would also be interested to see those step-up clauses in your agreements with the water purveyors.I
cannot believe they would jump up so abruptly and dramatically.I am eager and hopeful to be proven
wrong.
Please remember that government jobs,and the generous benefits associated with them,are not holy
entitlements that deserve to be protected at all costs,especially in times like these.You provide a
necessary and beneficial service to us for which we are all grateful,but your job is no more important
than anyone else's in the private sector and many of us there do not enjoy the autonomy and minimal
oversight afforded to you by having busy,uninformed taxpayers as bosses.
Notwithstanding all ofthe above,I am willing to consider that you may have a good reason for
proposing this exorbitant hike.I plan on attending the public hearing and doing some research inthe
interim to understand just how exactly you intend to spend this money.Ifit turns out that this increase
is entirely due to water purveyor rate hikes and necessary maintenance,then these increases are
legitimate and I will gladly pay them.
To that end,I would appreciate full disclosure if I have additional questions.It would be very helpful to
show me where I can review those water purveyor contracts,any repair/maintenance bids,as well as
the municipality budget for the last three years.I would think these articles are already prepared and
easily accessible.,just need to be pointed in the right direction.Obviously,full transparency will only
help in passing this rate hike because ifwe all see what it will be spent on,then we can make educated
decisions about whether you deserve it and if we truly need it.
A final thought:If this rate ~ike does get approved,once tax revenues go back up and you have a budget
surplus,would you then return this money immediately through a rate cut?I doubt it,because if you
did,you would be the first government agency in history to ever self-regulate and reduce its budget
voluntarily.
Ilook forward to meeting you in person on August 24.Until then,ifyou haveo'any questions,I can be
reached at (619)889-6679,or at sid.constantinescu@gmail.com.
Sidney Constantinescu
Mr &Mrs Bartlett
2582 Oak Springs Drive
Chula Vista,CA 91915
July 1,2009
RE:Proposed New Water Rate Increases
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley
CA 91978
Dear Sir or Madam:
Div
I wish to record my protest ofthe 'Proposed New Water Rates'notification for the following reasons:
l)Your proposal ofan initial increase of 19.9%on September 1SI 2009 is very unrealistic given
the CUlTent economy.To expect people to pay an increase ofalmost 20%on top oftheir
current bill every month for the next 12 months is not in touch with reality.
2)Your Proposal also gives the water district blind approval to add f1.lrther increases ofup to
10%per year thereafter through June 30,2014 with no provision for any hearings or protests.
3)In summary this proposal will result in water district users experiencing annual increases of
19.9%,10%,10%,10%,10%over a five-year period.This will be on top ofany other fees
imposed by the Water District (for excessive consumption for example).As a responsible
resident living within the Otay Water District (already cutting ba(:k on garden watering etc.)I
urge the board members to have a very hard look at overheads with a view to implementing
cost reductions rather than 'pass on'the financial woes to the end user who has no option as
to where he or she purchases water.
Sinct;rely,
Vn!
716 Whispering Trails Drive
Chula Vista,CA 91914
July 1,2009
RE:Proposed New Water Rate Increases
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley
CA 91978
Dear Sir or Madam:
I wish to record my protest ofthe 'Proposed New Water Rates'notification for the following reasons:
1)Your proposal of an initial increase of19.9%on September 151 2009 is very unrealistic given
the current economy.To expect people to pay an increase of almost 20%on top oftheir
current bill every month for the next 12 months is not in touch with reality.
2)Your Proposal also gives the water district blind approval to add further increases ofup to
10%per year thereafter through June 30,2014 with no provision for any hearings or protests.
3)In summary this proposal will result in water district users experiencing annual increases of
19.9%,10%,10%,10%,10%over a five-year period.This will be on top of any other fees
imposed by the Water District (for excessive consumption for example).As a responsible
resident living within the Otay Water District (already cutting back on garden watering etc.)I
urge the board members to have a very hard look at overheads with a view to implementing
cost reductions rather than 'pass on'the financial woes to the end user who has no option as
to where he or she purchases water.
Sincerely.
Alan Reoell
-7
.//
June 24,2009
Board Secretary
Otay Water District
2554 Sweetwater Springs Boulevard
Spring Valley,CA 91978
Re:Proposed Pass-through Charges/Five-Year Rate
Increases
To Whom It May Concern:
In this time of people losing their jobs/homes and the
Government,State and County picking us clean because they
won't stop their wasteful spending,it is astounding that you,
too,want to add to our burden and fatten your coffers rather
than trim your fat.
t
I hereby officially lodge my objection regarding Qtay Water
District's proposed pass-through charges and five-year rate
increases.
Residence address:1001 Calma Drive
Chula Vista,CA 91910
Sincerely,
~~~
Pat Pestka
Owner
July 13,2009
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Dear Board Secretary:
I am writing to protest against the water and sewer rate increase throughout the next 5 years,
starting September 2009.
As a customer who does everythmg she can not only to conserve water,but teach her neighbors
not to waste it,I oppose increasing rates.Barely being able to pay the charges I receive now,any
mcrease,even ifthey truly only were "no more than 10%per year,"are not reasonable.
Yes,costs have increased for everything,but I find it puzzling why anyone would give your
board the authority to raise rates as you see fit within the next five years.I understand we are
gomg through a drought,we have been for many years,after all we do live in the desert where it
doesn't rain like it use to.However,giving you the authority to raise rates as you see fit with the
excuse of"continuing to deliver reliable,high-quality service,while maintainmg a balanced
budget..."sounds like a cover up for increasing salaries that haven't been able to be raised
because ofthe economy.
What we need is more involvement from the community and government to encourage
conservation from reSIdents and businesses.Making the consumer pay more for a service that is
necessary,is not the way to go.What happens when people can no longer afford to hire your
servIce?Will you increase the rates once again to make up for all those lost customers?
My favorite part ofyour notice are the areas where it states,"any mcreases would not exceed the
cost ofproviding the service and would be subject to a 30-day notice,BUT WOULD NOT BE
SUBJECT TO ADDITIONAL HEARINGS OR PROTESTS."Basically,your board is asking
for complete power to raise fees as you see convenient,promising not to exceed 10%each year,
which means it could be 9.9%each year for a total of49.5%within the next five years and
expect no protests -really?
I oppose thIS rate increase.I suggest a one time mcrease be discussed or written instead.And,
should this unfortunate increase have the possibility to be passed,I demand a specific layout of
whom,how and when you plan to raise these fees.Exact numbers,not generalIzations.
My name IS Nidya B.Rivera-Moreno.I reside in the Woodland Hills Condominium Community
at 566 Telegraph Canyon Road -Unit #E,Chula Vista,CA 91910.
1226 Nacion Avenue
Chula Vista.CA 91911-3704-
June 29,2009
Board Secretary
Otay Water District
1554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Dear Otay Water District:
This letter is being sent to you to protest the residential water rate increases over the next
five years.
1.You stated the following in your notice:
-Increase cost to cover cost increases related to operation and maintenance costs:
listed as:
a Increase in power
II Labor and benefits
•Materials
Ii Maintenance
~Administrative expenses
"Other operational cost of providing water services
"Meet bond covenants
Bi Maintain adequate reserves and rate stability
What percentage of the budget is each of the above-mentioned items?
-Additional authority to make Q,eriodic rate changes over the same five-year period
(increase or decrease)
-That operation and maintenance water service rates increase would not exceed
10%per year;however,the first water rate increase is an average amount of 19.9%
-That the Sierra Nevada Mountains received only 66%of a normal year's
precipitation this past rainy season.
-Pumping restrictions
-HIGH cost of purchasing water
2.If I understand you correctly.you want the consumers
-To pay more.and
-Useless
3.You further stated that in California.water is the life-blood of our economy;but you only
promise "higher prices for water remain in our future."Not what I wish to hear from
leadership
My protest is tllat for the past 30 years,all Otay Water District Ilas done is raise costs?Wily?
1.Failure to build its own desalinization plant even though it borders tile ocean which has
an unlimited supply of water.Why not?
Page 2 Otay Water District June 29,2009
--The District has sated high cost.If we had built it 30 years ago,it would be paid for
by now
2.If water is so critical and we have such a shortfall,why are we still building more
buildings?
3.After all of these years,why haven't we taken more positive action to eliminate the
water shortfall instead of buying more water regardless of the cost?
4.I do not see how the District will control:
-Precipitation
-Pumping restrictions from other areas
-Reductions in supplies
-Usage if we continue to expand (new bUildings/growth)
5.Why can't the District be the leader for the county and become water independent?
-It would help after an earthquake to have your own supply,and
-Our cost wouldn't be going up and up for less and less
We must do more than we have done in the past and are doing now so that we will have
MORE water.
Thomas Gregory
./
y.£-l;~'I.tt..yVlilt.?""I?/5,)·1"
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I object to the increase.
Heather Bamadas
8475 Avenida Angulia #35
Spring Valley,CA 91977
DiV 3
03 Aug 2009
To Whom It May Concern:
I protest the latest Residential Water increase you're proposing for residential customers
serviced by the Otay Water District
My Address:10160 California Waters Dr
Spring Valley,Ca 91977-3466
940 Ramona Ave.
Spring Valley,CA 91977
August 12,2009
Otay Water District
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,Ca 91978
Dear Otay Water District,
I'm writing in regards to your notice ofthe public hearing on water and sewer rates.
After reviewing your letter on the water rate increase,I strongly oppose it.I think that it
is unfair that you will continue to raise our water rates each year,for the next five years.I
understand that we are in a water shortage and that our economy is not doing well,but the
economy is affecting all people including us the homeowners.We not only have to
endure the cost oftaxes and consumer goods going up,we feel it is unfair that you have
to increase our water rates as well.
As a residence ofSan Diego County we are all doing our best to conserve our water
supply.
We ask that you hold ofon raising our water rates and ask that you come up with a
better solution in 'fIXing yoU!'financial situation.We believe a mater rate increase for
the next five years is not the right solution.We continue to value your·water service and
hope that you can come up with better alternatives.
Sincerely,
Ramon Moreno
21 July 2009
Board Secretary
·Otay Water District
2554 Sweetwater Springs Blvd
Spring Valley,CA 91978
RE:Letter of Opposition to Rate Increase Affected Property:
1505 Folkestone St
Spring Valley,CA 91977
This letter is our written objection to the proposed rate increase for water usage.
Due to the obvious economic climate our state is in,we are in no position to absorb any
type ofwater rate increase at this time.All ofthe bare necessities for living have
increased except for our income.
Our family has already made additional household cuts during the past year and a
proposed water increase seems impossible at this time.'
The Spring Valley Community is not a high income population as you well know.
This increase will only hurt struggling families trying to make ends meet on a monthly
basis.
Please reconsider your proposal and seek to find alternate avenues such as benefits and
administrative costs.
Sincerely,
David &Tess'Bougher
July 20,2009
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd
Spring Valley,CA 91978
RE:Letter ofOpposition to Rate Increase Affected Property:1436 Walbollen St.
Spring Valley,CA 91977
This letter is our written objection to the proposed rate increase for water usage.
Due to the obvious economic climate our state is in,we are in no position to absorb any
type of water rate increase at this time.All ofthe bare necessities for living have had
increases except for our income.
We have recently had a loss ofincome for our household and the possibility of finding
another job soon with the same salary as before will be difficult to find.
Our family has already made additional household cuts during .the past year and a
proposed water increase seems impossible at this time.
The Spring Valley Community is not a high income population as you well know.
This increase will only hurt struggling families trying to make ends meet on a monthly
basis.
Please reconsider your proposal and seek to find altemate avenues such as benefits and
administrative costs.
Sincerely,
Gilbert and Victoria Chavez
July 10,2009
YVONNE KLAAS
3147 POINTE PKWY
SPRING VALLEY,CA 91977-3478
BOARD SECRETARY
OTAY WATER DISTRICT
2554 SWEETWATER SPRINGS BLVD
SPRING VALLEY,CA 91978
Account Number:043-0730-01
I am filing an official objection to the water/fee rate increases proposed at the meeting on
Monday,August 24,2009,and any adjournment ofthat meeting,by the OTAY WATER
DISTRICT.
.'
VIVO
07-20-09
To:Otay Water District
From:Edward &Cristina del Toro 1312 Coronado Avenue Spring Valley CA li\lq11
Re:Residential water rates increase
t am writing this letter to protest the proposed water rates hikes being phased in during the next five
years beginning 09-01-09.My reasons for the protest are as follows:
1}Otay's water rates were just increased a few months ago.I used to pay about $10.00 for the water
system fee while my water charge was about $5.00.Now I am paying .38 for an energy charge,$7.02
for a SD CWA infrastructure access and $13.83 for the water system fee.My water charge is $5.60.I pay
more for the maintenance fees than for the actual use ofwater.I now pay about $27 a month when I
used to only pay about $20 a few months ago.I am a conservative user of water.I know there are
district customers that use water wastefully without the slightest thought about our dwindling precious
water resources.I have done my share of water conservation practices and continue to do so,probably
more so than the average customer.I have installed low flow showerheads,faucets and toilets in my
residence.t use water sparingly outside.My average use ofwater is 5 units monthly,yet my bill
continues to increase,not in the water usage itself but in all the extra maintenance and miscellaneous
fees added to the bill.
2)It is not a good idea to raise rates during this downward economic time.State,court and other
employees are struggling financially because their employers are closing one or more days a month
without paying their employees during these closures.These employees are being asked to take the
time off from work without pay in addition to not getting any cost of living raises.You claim the cost of
your operations has increased which justifies passing the increased costs to the customers.You are
putting the consumer at an unfair disadvantage because while your costs have increased,the
consumer's salary has not and instead has decreased.
In closing,I ask you to please consider my reasons for not increasing the water rates and reconsider the
negative financial impact increasing these rates will have on your customers.
Sincerely,
Edward &Cristina del Toro
(yK',(Ill.pd lJii!1111\
Cl'lliil Visl:,.(.A 1t ()!~
July 1,2009
RE:Proposed New Water Rate Increases
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley
CA 91978
Dear SirorMadam:
I wish to record my protest ofthe 'Proposed New Water Rates'notification for the following reasons:
1)Your proposal ofan initial increase of 19.9%on September 1st 2009 is very lillrealistic given
the current economy.To expect people to pay an increase ofalmost 20%on top oftheir
current bill every month for the next 12 months is not in touch with reality.
2)Your Proposal also gives the water district blind approval to add further increases ofup to
10%per year thereafter through June 30,2014 with no provision for any bearings or protests.
3)In summary this proposal will result in water district users experiencing annual m<..Teases of
19.9%,10%,10%,10%,10%over a five-year period.This will be on top ofany otber fees
imposed bythe WaterDistrict (for excessive consumption for example).As a responsible
resident Jiving within the Otay Water District (already cutting back on garden watering etc.)I
urge the boardmembers to have a very hard look atoverheads with a view to implementing
costreductions rather than 'pass on'the financial woes to the end user wbo bas DO option as
to where he or she purchases water.
Sincerely,
~~~~~
Chris and Laura Constantinides
David W.and Nancy E.Smith
1519 Whitestone Road
Spring Valley,CA 91977
(619)660-9922
August 3,2009
Board of Directors
c/o Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Re:Proposed Rate Increase
D1V ~
We have been customers of the Otay Water District at 1519 Whitestone Road for over
35 years.Your consideration of an increase of 19.9%during one of the worst economic
downturns since the depression shows how 'out of touch you are with your customers.
When the majority of the current Board Members took office in January of 2001,there
was a rate stabilization fund in place to keep the District from having to make such
exorbitant increases.That rate stabilization fund was mishandled and piecemealed to
the customers instead of being held and grown to be used for future increases.This
action certainly displayed not only poor management but a lack of business knowledge
on the Board's part.
In 2003 this Board approved one of the richest pension benefits'for a municipal
agency-2.7%upon retirement at 55.Also Otay pays,with ratepayers'money,for
catered luncheons from outside vendors for the employees.And you want to raise our
rates by 19.9%?You should start looking around and see what some of the other
state,county and municipal employers are doing to cut costs-such as having two
furlough days a month-which would save 10%a month in your labor costs.That
savings would certainly lessen the amount you need to increase water rates.
All of your customers have had to cut back in many ways during these tough economic
times.Otay should also.You,as Board Members,have a fiduciary duty to your
ratepayers.Nowhere have you shown that the District has implemented any cost
savings in your expenses,salaries or benefits.Spending ratepayers'money for
luxurious retirement benefits and employee luncheons and then expecting to increase
rates by 19.9%while not implementing cost savings is criminal.Just as your customers
have had to do,you need to find another way to cover your expenses than on the
ratepayer's backs.
August 7,2009
Board of Directors
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
Re:Proposed Rate Increase for Residence at 1531 Whitestone Road
We are writing to protest the proposed 19.9%rate increase.You have already
increased our rates by 12.4%in January 2009 and with this proposed increase
we will be paying over 32%more for water than we were in September 2008.A
32%increase in one year is ridiculous in the best of times,but in these difficult
economic times,it is outrageous and offensive.Many of your customers have
lost their jobs,taken jobs that pay less or are living on fixed incomes,as we do.
We can't understand how a Board can even consider such an increase in these
economic times.
When you increased our rates in January,Chief Financial Officer Beachem was
quoted as saying that future increases would range from 5.2%to 8.9%through
2014.Now you want to more than double that estimate?If an outside vendor
increased their costs to you by 32%in less than one year,you would probably
change vendors.Unfortunately,we don't have that luxury.
We have drastically cut back on our water usage to the point that our lawn and
plants are suffering.We can't cut back any further.Otay needs to cut their
costs,as all of us have done,not make excessive increases to their rates.
Sincerely,
CJ·Gf~(~~!
Allan Gladfelter
,......--,-.(,A)~/\./)I JiJ /'.-1-.'VitiA'"...:l,. ,<Ii)/),1 /A'i.IJU(/\J1JV/''''r-l.'.--V1.--V,
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August 6,2009
To Whom It May Concern,
I do not agree with the proposed water rate increase.You will raise the rates in
September 19.9%,and thereafter 10%per year.I am retired and the State Retirement
System will only give me 2%raise yearly.Eventually my water bill could be way out of
range,and people can't live without water.
It seems like every year you have a new excuse to raise the rates.I know my letter will
mean nothing to you,but it gives me some pride to stand up for myselfand say enough is
enough!
._-~w·,~')c ""'.I j
.-;~~")J-:J ,C'.:,j,>{-,,,,,·-'--..£<..f,,
Phyllis COl
1647 Goth treet
Chula Vista,CA 91913
281 Tiburon Dr.Unit 179
Chula Vista,Ca 91914
August 12,2009
Otay Water DistTict
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,Ca 91978
Dear Otay Water District,
I'm writing in regards to your notice ofthe public hearing on water and sewer rates.
After reviewing your letter on the water rate increase,I strongly oppose it.I think that it
is unfair that you will continue to raise our water rates each year,for the next five years.I
understand that we are in a water shortage and that our economy is not doing well,but the
economy is affecting all people including us the homeowners.We not only have to
endure the cost oftaxes and consumer goods going up,we feel it is unfair that you have
to increase our water rates as well.
As a residence of San Diego County we are all doing our best to conserve our water
supply.
We ask that you hold ofon raising our water rates and ask that you come up with a better
solution in fixing your financial situation.We believe a water rate increase for the next
five years is not the right solution.We continue to value youiwa,er service and hope that
you cancome up with better altematives.Raising costs is not the solution,but
deregulation is the key.
August 17,2009
Board Secretary
Otay Water District
2554 Sweetwater Springs Blvd.
Spring Valley,CA 91978
To Whom It May Concern;
I would like to take this opportunity to express my displeasure concerning your
proposed rate increases.
Your proposed five year schedule ofrate increases is absolutely absurd.You are
proposing to raise rates by 10%each year,which means at the end of5 years you have
increased all rates by approximately 55%.Since the government quoted cost of living
increases have averaged less than halfofthat in the past how can you justify these
amounts?Not only do you propose these increases,but they would not be subject to
hearings or protests which is providing Otay Water District free rein with water costs
that I feel should be illegal.
I have never seen "Fire Service fees with any other water company that I have ever been
associated with and when I called I was told it only refers to commercial users.Why was
that not explained in your brochure?Not only that is not explained,but your charts do
nothing but confuse the average person.
You say the CWA and MWD do not expect to implement increases in 2010 and yet you
are raising your fees by the proposed 10%.How can you possibly justify that?
One last irritation with your actions.You have your hearing scheduled for 3:30 PM.This
disallows many working people from attending to express their views.Superb planning,
I must say,on your part to eliminate a lot of negative opinions.
Sincerely,
,.,.
//')::-j . /L.....,.:..".~_---i ,"?',.~,,,,o ;/;...
D.F.Mathiasen
4347 Resmar Rd.,
La Mesa,CA 91941
1'1.1(0&Vi~Serrtt-M
B1~6Y\1 92-0\tj
,i
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IIii
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greg Post
11177'E7(p{orer $gati
La !Jvlesa,C!lL 91941
Attachment K
Special Board Meeting
•on Water and Sewer
Rates
August 24,2009
Unprecedented Water Cost Increases
CWA &MWD have raised their water prices due to the state
water shortage and to cover the cost of infrastructure
projects.
•Creating a compounding effect of more costly
water and lower sales over which to spread fixed
costs
MWD -Increase 2,1 .10/0
CWA -Increase 18.1 0/0
Water Cost is 49%of the Otay Operating Budget
2
Uses of New Revenues Two-Year View
3
Maintain
Minimum
Reserves
19%
Strengt
Debt
Coverage
130/0
4
Debt Coverage Ratio
History of Otay's Credit Rating and Debt Coverage
o In February of 2007,Fitch Ratings upgraded the
District from A+to AA-.This rating upgrade lowered
the interest rate of the debt,creating a savings of $1.5
million.The District's debt coverage ratio was staying
above 125%with a targ~t of 150%.
o In September of 2008,the District was able to obtain a
rating upgrade from S&P to a AA.This additional
upgrade is projected to save the District another $5.4
million in interest costs over the life of the debt.
Rate Summary
A 19.90/0 rate increase for potable and recycled customers
$41 Million of Debt Issuance to finance the CIP
~$10.4 Million of Transfers to maintain reserves and finance the
CIP
Strengthening the Debt Coverage Ratio to 1400/0
~Incorporating greater levels of conservation
-
,Raising rates to pay the higher cost of CWA and MWD water
~Maintaining the District's relative position with other water
providers
5
Water Survey Results -15 Units
$100
$90
$80
$70
$60
$50
$40
$30
$20
$10
$-
SURVEY OF MEMBER AGENCY WATER RATES
Rates effective January 1,2010 for residential
customer with 15 HCF water use and 3/4 inch meter
Otay is the
10th of 23
agencies
6
$60
$50
$40
$30
$20
$-
Water Survey Results - 5 Units
SURVEY OF MEMBER AGENCY WATER RATES
Rates effective January 1,201ofor residential
customer with 5"HCF water use and 3/4 inch meter
Otay is the
12th of 23
agencies
7
Sewer Rates
7.2 %Over 6 Years
Additional costs are necessary to be in
compliance with:
Statewide General Waste Discharge
Sewer System Management Plan
Is consistent with Reserve Policy as all
reserves are over target or exceeding the
maximum level
8
$120 -
Sewer Survey Results
Sewer Rate Comparison in San Diego County
Proposed Rates effective Fiscal Year 2010 (with Special Assessment)
for residential customers with 15 HCF water usage
-'
----
$40
--r I
Budget Details -Expenditures
EXPENDITURES
Potable Water Purchases
Recycled Water Purchases
CWA -Infrastructure Access Charge
CWA -Customer Service Charge
CWA -Emergency Storage Charge
MWD -Capacity Reservation Charge
MWD -Net RTS and Standby Charges
Subtotal -Water Costs
Power
Labor and Benefits
Administrative Expenses
Materials &Maintenance
Expansion Reserve
Betterment Reserve
Replacement Reserve
Transfer to Sewer GF
Transfer Out/In Prop IA
Transfer to General Fund Reserve
MWD/CWA
INCREASE
$3,861,200
Otay controlled
DECREASE
$793,100
eIP funding
INCREASE
$S,585,700
TOTAL
INCREASE
$8,653,800
10
$1,200
Water Authority Wholesale
Treated Water Rate
"All-in"Treated Water Rate
$1,000
....
0 $8000
LLI(I)
l-
e,)«$600
I-
(I)
Q.....tn $4000
0 .
$200
$0
*estimated
2005 2006 2007 2008 2009 2010
2011*11
Potable Variable Cost of Water
o Water price increase by CWA of 17.1 %on 9/1/09
Volume decrease of 5.80/0 in FY 09 and 4.8%in FY 10,due to slow
growth,economy,and conservation
Increase of 13.2%on 1/1/09 (weighted average price increase of
16.3%)
Actual Rate Actual Rate
Effective 1-1-08 Effective 1-1-09 Increase %Increase
CWA $Price/AF $614 $695 $81 13.20/0
Actual Rate Proposed Rate
Effective 1-1-09 Effective 9-1-09 FY 2010 FY 2010
CWA $Price/AF $695 $814 $119 17.1%
Weighted PricelAF Change 16.30/0 j
Note:The total cost per acre-foot delivered from CWA is $905.This represents
Otay's variable portion of this cost.12
Fixed Cost of Water
Preliminary
Fixed Cost Increase 22.4%or $1,189,900
MWD Capacity Reservation Charge $26,000 4.3%
MWD Readiness-ta-Serve Charge $475,600 71.5%>
CWA Customer Service Charge $99,000 9.4%
CWA Emergency Storage Charge $471,900 26.60/0
CWA Infrastructure Access Charge $117,500 9.6%
Total Fixed Cost $1,189,900 22.4°k
Note.The total cost per acre-foot delivered from CWA is $905.This represents
Otay's fixed portion of this cost.
13
Sewer Costs
o Increased cost of $411 ,300 due to compliance
with:
CD Statewide General Waste Discharge
Requirements regarding the District's Sewer
System Management Plan (SSMP)
Increase in Labor
..Increase in Outside Services to provide Closed Circuit
Television (CCTV)services of the sewer system
14
Otay Efficiencies
Historical FTE
220
210
200
190
180
170
160
150
140
~
~
~,
~.....
-.A....-
~~~-173
~169 otc.c.~----=::::=:::~~-u---~
.-
,I I ,
FYOO FYOl FY02 FY03 FY04 FYOS FY06 FY07 FY08 FY09 FY10
--Historical FTE's &Budgeted FY10 -+-FY01 Original Projections
--.-FY01 Original Projections with Automation
15
Accounts per Employee
310
290
270
250
230
210
190
170
150 ---jL-------,----,---,--------,----,------,----------,---,.----r-------,--------,-'
FYOO FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10
16
Labor and Benefits
o Salaries and Benefits increase of $27,400 or
0.160/0
•Staff reduction (3 positions)and position changes
(decrease $166,900)
Salary and Benefits
..Cola and Merit Increases $502,900
Net change to vacancy factor and vacation and sick
leave taken ($23,90.0)
•Reduced overtime {$30,800)
e Benefit cost increases $221 ,100
Charges to CIP ($475,000)
17
Administrative Expense
o Administrative Expense Budget Decrease of $605,900 or
10.20/0
Principal reductions due to 3 projects reclassified to CIP
•Asset Management $300,000
Multiple Species $141,000
San Miguel Habitat Management $225,000
Offset by Increases due to the following items:
Pump Stations Paving Program $80,000
Rise in Bad Debt expense estimate $70,000
Decrease in the overhead allocation of $92,600
18
Materials &Maintenance
o Overall Decrease of $71 ,200 or 1.8%
Fuel &Oil decrease
Metro O&M decrease
Safety Strategic Plan increase for
the Emergency Operations Center
($137,600)
($60,900)
$124,000
19
Summary
o The District faces unprecedented water cost increases of
MWD increase of 21.10/0 and CWA increase of 18.1%while
water sales volumes decrease due to water conservation
and the economy
o Neighboring water agencies are facing the same
increases in costs and similar rate increases
o Maintain debt coverage ratio to lower borrowing costs,
and ensure compliance with bond covenant
o Maintain reserve I,evels in compliance with reserve policy
o District controlled costs have been reduced to due to
efficiencies,minimizing rate increases
20
Recom mendation
o Approve potable and recycled water
rate increases of 19.9%
o Approve sewer rate increase of 7.2%
21
Questions?
22