01. Resolution 4715 - Resolution Adopting Fees for Water UtilityCity of Kalispell Public Works Department
Post Office Box 1997, Kalispell, Montana 59903-1997 - Telephone (406)758-7720, Fax (406)758-7831
REPORT TO: Mayor and City Council
FROM: James C. Hansz, P.E., Director of Public Works/City Engineer
SUBJECT: Water Rate Increase
MEETING DATE: July 15, 2002
BACKGROUND: The budget for FY 2002/2003 includes significant capital outlays for replacements of
water infrastructure to enhance service and pressures, install fire hydrants to improve public safety and
continue meter replacements on the program begun last year. These improvements were identified and
recommended in the recently completed Facility Plan and recent Fire Department hydrant survey.
Subsequent discussions have revised project priorities to reduce financial impact. The improvements are
now estimated to cost $825,000.00 and will be funded with bonds. Current funds and rates are not
adequate for these improvements. In addition, funding of future replacements is recommended via rates.
As indicated in the attached March 21, 2002 memo on the up -coming rate study, the funding of system
replacements via rates is expected to be a primary recommendation of the rate study. In order to meet
these needs rate increases of $0.12/1,000 gallons for improvements and $0.10/1,000 gallons for future
replacements are recommended. The proposed total increase in water rates is $0.22/1,000 gallons. Also
proposed is to eliminate the current $0.30/1,000 gallons price discount for large volume users. The City
Finance Director has prepared amendments of the fees, schedules, rates, charges and classifications for
City water customers. These are attached and were provided to all water customers. The City Attorney
has prepared resolution 4715 adopting these changes.
RECOMMENDATION: Approval of the proposed changes in water rates for the City of Kalispell.
ACTION REQUESTED: MOTION TO APPROVE RESOLUTION 4715.
FISCAL EFFECTS: Revenue increases in the water utility of approximately $220,000.00 per year to
fund debt service and future replacements.
ALTERNATIVES: As recommended by the City Council.
Respectively submitted
Ja ansz, P.E. Chris A. Kukulski
Director of Public Works/ i Engineer City Manager
Report compiled July 8, 2002
City of Kalispell Public Works Department
,'- Post Office Box 1997, Kalispell, Montana 59903-1997 - Telephone (406)758-7720, Fax (406)758-7831
MEMORANDUM
March 21, 2002
To: Mayor, City Council and City Manager
From: James C. Hansz, PE, Director of Public Works/City
Subject: Water/Sewer/Storm Drainage Cost -of -Service Rate Study
As recommended in the City's Facility Plan 2000 and recently briefed to City Council,
the Public Works Department is about to advertise for qualifications and proposals for
performing a cost -of -service rate study of our utility operations. In preparation for this, I recently
attended a seminar on the basics of cost -of -service rate setting that also included a session on the
fundamentals of system development charges.
This was a very informative seminar that opened my eyes to exactly what this effort
would entail, and also what some of its results would mean for the City. I came away with a solid
appreciation of the processes involved in cost -of -service rate setting and also a regrettably clear
understanding of the state of "disrepair" that exists in our present rate structure. Without delving
into all the small details of rate setting, there are four main principles, or objectives, of the rate
analysis effort we are preparing to undertake.
• Rates should be cost -based and equitable, set at such a level that they meet the full
revenue requirements of the utility.
• Rates should be easy to understand and administer.
• Rates and the process of allocating costs should follow the principles of cost -
causation: what causes the cost and does the rate address the revenue required to
cover those costs?
• Rates should be stable in both their ability to provide revenues and in the customer's
perception of the rates from year to year.
Following these basic principles to achieve the desirable objective of fair, stable and
understandable rates that meet the utility's revenue requirements will result in substantial
changes from current and past practice. Two of these changes can be predicted right now.
CHANGE ONE
In order to bring our rate system into line with standard industry practice, it will be
recommended that the City begin to fund all its system replacements from rates. Those who are
wearing out the system, the current users, should fund system replacements. System needs
related to growth should be funded from system development charges. Right now this is not the
case. Much of our replacement need is funded from connection charges paid by new customers.
This is not standard practice, and in the majority of states there are laws that prevent using
connection fees this way. Rates will be recommended to rise sharply to fund replacements.
CHANGE TWO
The City's connection charges will be recommended for overhaul, and it is probable that
100% of these funds be recommended to be reserved and designated as system development
funds to be used solely to replace/upgrade/provide facilities necessary to serve new growth. New
customers pay these charges into the system. These payments are typically intended to reimburse
for system capacity as it is consumed and to build future capacity needed to accommodate
growth. These funds are typically not used to pay developer related system costs. City
connection (system development) fees are far less than needed to deal with the demands of
growth on the system. It is expected that these fees will be recommended for substantial
increases.
Before Public Works sets off on a cost -of -service rate study it is important for the City
Council to understand that these significant changes will, with absolute certainty, be prominent
among the many things to be recommended.
RESOLUTION NO. 4715
A RESOLUTION TO ADOPT THE FEES, SCHEDULES, RATES, CHARGES AND
CLASSIFICATIONS IMPOSED ON THE CUSTOMERS OF THE CITY OF KALISPELL
WATER UTILITY.
WHEREAS, pursuant to authority granted to municipalities operating
utility services by Section 69-7-101, MCA, the City of
Kalispell did consider it proper to amend the fees,
schedules, rates, charges and classifications imposed for
utility services to its inhabitants and other persons
served by the City of Kalispell Water Utility; and
WHEREAS, said proposed amended fees, schedules, rates, charges and
classifications are reasonable and just; and
WHEREAS, the City Council did, on June 3, 2002 set a public
hearing to be held on July 1, 2002 on said proposed
amendments to the fees, schedules, rates, charges and
classifications of the Water Utility services of the City
of Kalispell and gave the necessary Notice thereof as
required by Section 69-7-111, MCA; and
WHEREAS, due and proper Notice of said Public Hearing has been
given by the City Clerk by publication and mailing as
required by law; and
WHEREAS, said public hearing was duly held by the City Council at
a public meeting thereof in the Kalispell City Hall
beginning at 7:00 o'clock P.M. on July 1, 2002, and all
persons appearing at said hearing and expressing a desire
to be heard were heard, and all written comments thereon
furnished to the City Clerk at said meeting prior thereto
were given consideration by the Council.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
KALISPELL:
SECTION I. That the fees, schedules, rates, charges and
classifications applicable to the use of the
City of Kalispell Water Utility and other
services performed by said utility as set
forth in Exhibit "A", attached hereto and by
this reference made a part hereof, are found
to be just and are hereby established and
adopted to be imposed for water utility
services to the inhabitants of the City of
res\4715 waterfees2002.wpd 1
Kalispell and those other persons served by
its water utility service.
SECTION II. This decision is final ten (10) days after
filing of this Resolution with the City
Finance Director. The Finance Director shall
file a copy hereof with the Public Service
Commission of Montana at that time.
PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR OF
THE CITY OF KALISPELL, THIS 15TH DAY OF JULY, 2002.
Pamela B. Kennedy
Mayor
Attest:
Theresa White
City Clerk
res\4715 waterfees2002.wpd 2
CITY OF KALISPELL
KALISPELL, MONTANA
EXHIBIT "A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1, 2002
PAGE NO. 1
SCHEDULE A
RESIDENTIAL AND COMMERCIAL SERVICE
Available for: User premises located within the City Limits
Charge: $2.65 administrative cost per meter
Meter charge:
Meter Size Fee per Billing Cycle
5/8" and 3/4" residential $ 1.00
1" 1.67
1 1/2" 3.33
2" 4.67
3" 17.50
4" 24.67
> 4" determined at time of connection based upon 15 year replacement life
Rate: $1.61 per thousand gallons/no minimum
(Note: $ A of the rate is designated for replacement reserves)
(Note: 30,000 gallon price break is eliminated)
MULTIPLE USERS
Number of units will not be a factor in the rate formula.
Special Terms and Conditions
1. See Sheet 2 Schedule B for Sprinkling Terms, etc.
2. Out of City rate 1.25 times the in -City rate.
CITY OF KALISPELL
KALISPELL, MONTANA
EXHIBIT "A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1, 2002
PAGE NO. 2
SCHEDULE B
RESIDENTIAL SPRINKLING SERVICE
Available for: Residential Users only
Rate: Special summer rate -- Water used for sprinkling purposes.
All residential users who do not have separately metered sprinkling services will be charged during
the months of May, June, July, August, September and October $1.05 per thousand gallons on the
amount of water used in excess of the average consumption for the preceding four months. Usage
below the minimum in that base period will be computed at minimum to obtain the average.
In as much as water bills are rendered bimonthly with the service area divided into two sections
billed in alternate periods, this special sprinkling rate will be applied as follows:
Section A (West Side) meters read in odd numbered months: Excess usage, defined above
in the period after the March reading to the November reading, will be accorded Sprinkling
Rate consideration.
Section B (East Side) meters read in even numbered months: Excess usage, defined above
in the period after the April reading to the December reading, will be accorded Sprinkling
Rate consideration.
CITY OF KALISPELL
KALISPELL, MONTANA
EXHIBIT "A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1. 2002
PAGE NO. 3
SCHEDULE B-1
SEPARATELY METERED SPRINKLING SERVICE
Available for: All users within the City limits
Rate: $1.05/per thousand gallons
All water users supplied through a separately metered sprinkling service as provided in the Rules
and Regulations, will be billed during the Sprinkling Season as defined herein for all water used
during the Sprinkling Season. No fee will be assessed against these separate sprinkling services
except during the Sprinkling Season. No Sewer fees will be assessed against these separate
sprinkling services unless water is used for other purposes (which is prohibited in the Rules and
Regulations.)
Where usage other than during the Sprinkling Season is indicated, this separate service may be cut
off and charged per Schedule A rendered for that usage.
Separately metered Sprinkling Services are permitted only in conjunction with usage through a
service to a dwelling or commercial account and will not be provided for irrigation purposes.
Special Terms and Conditions
Separate Sprinkling Services will not be granted OUTSIDE THE CITY LIMITS.
CITY OF KALISPELL EXHIBIT "A"
KALISPELL, MONTANA
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1. 2002
SCHEDULE C
SPECIAL SUMMER SPRINKLING
Available for: COMMERCIAL USERS AND SCHOOLS
Rate:
PAGE NO. 4
Commercial users, including schools, will be granted Sprinkling Rates ONLY if Separately
Metered Services are installed for that purpose. Such services may be entirely separate
from the main to the property or separated ahead of the principal meter serving the
property. Users served in this manner for this purpose will be billed $1.05 per thousand
gallons on all water used for this purpose during the Sprinkling Season outlined under
Residential Meters. No Sewer Fees will be assessed against these Separate Sprinkling
Services unless water is used for other purposes, which is prohibited in the Rules and
Regulations. The Utility will provide 5/8" meters for these Separately Metered Services.
If larger meters are needed, the cost of said larger meter will be paid by the user.
Special Terms and Conditions
Separate Sprinkling Services will not be permitted OUTSIDE THE CITY LIMITS.
CITY OF KALISPELL
KALISPELL, MONTANA
1*4 111.1Y .IU
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1, 2002
PAGE NO. 5
SCHEDULE D
WATER ASSOCIATIONS SERVICE
Available for: SERVICE TO WATER ASSOCIATIONS, OTHER WATER UTILITIES FOR
RESALE
Rate: Service supplied for Water Associations or their Water Utilities will not be
provided under Schedule A rates, but will be based on the service to be supplied
and Rates Negotiated at the time agreement is made to provide the services.
MISCELLANEOUS SALES OF WATER
Water sold from Hydrants to trucks by the load:
$2.59 per thousand gallons, Minimum charge $22.00 per load.
CITY OF KALISPELL
KALISPELL, MONTANA
EXHIBIT "A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1, 2002
PAGE NO. 6
SCHEDULE E
Available for: COMMERCIAL FIRE PROTECTION - NOT METERED
Rate:
SIZE OF
SIZE OF
SERVICE
PER MONTH
SERVICE
PER MONTH
2 Inches
$15.40
6 Inches
$24.92
3 Inches
18.20
8 Inches
31.64
4 Inches
20.16
10 Inches
43.68
CITY OF KALISPELL
KALISPELL, MONTANA
UTILITY SCHEDULE FOR WATER
SCHEDULE F
EXHIBIT "A"
EFFECTIVE August 1, 2002
FEES FOR SPECIAL SERVICES
Turn On
PAGE NO. 7
Rate: When applicable as provided in Rules and Regulations each occurrence when made during
regular working hours shall be billed at 1.5 times the current hourly rate. When required
other than regular working hours will be billed at overtime rate for hours involved with
a minimum of two hours.
Meter Testing at Customer Request
Deposits required as outlined in Rules and Regulations and refundable under conditions
outlined herein.
Meters up to 2" $ 40.00 Deposit
Larger than 2" 100.00 Deposit
CITY OF KALISPELL
KALISPELL, MONTANA
EXHIBIT "A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE August 1. 2002
PAGE NO. 8
SCHEDULE H
OUT OF CITY SERVICES
Available for: Residential and Commercial services located outside the City limits,
available only by contract approved by the City Council.
Rate: Rates per all Schedules where service is allocated,
PLUS SURCHARGE OF 25%.