HomeMy WebLinkAboutMinutes - March 18, 2014 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, MARCH 18, 2014
A. Roll Call by City Clerk
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, March 18, 2014, commencing at 7:00 a.m.
Present: Council Member Johnson, Council Member Mounce, Council Member Nakanishi,
Mayor Pro Tempore Hansen, and Mayor Katzakian
Absent: None
Also Present: Interim City Manager Schwabauer, Interim City Attorney Magdich, and City Clerk
Johl-Olson
B. Topic(s)
B-1 Receive Information Regarding Proposed Future Water, Wastewater, and Contracted Solid
Waste Rate Increases Presented in the Recently -Distributed Proposition 218 Notice (PW)
Public Works Director Wally Sandelin provided a PowerPoint presentation regarding the
Proposition 218 protest hearing for water, wastewater, and solid waste rates. Specific topics of
discussion included an overview of the process, meter charges, vacant residential rates, water
rate structural changes, examples of monthly changes, comparisons, water and wastewater
capital programs, and solid waste compactor rates.
In response to Council Member Mounce, Mr. Sandelin stated water commodity costs are paid by
all customers now while capacity costs are allocated to new growth through impact fees and he
will provide that figure as requested.
In response to Council Member Nakanishi, Mr. Sandelin stated new development costs collected
through impact fees are incorporated in the current water and wastewater financial models based
on the projected amount of growth the City will experience over the next 50 years.
In response to Council Member Mounce, Mr. Sandelin stated the three-tier rate structure model is
comparable to other communities and tends to encourage conservation.
In response to Council Member Johnson, Mr. Sandelin stated for 2014 it appears we are using
less water at 18 CCF versus 20 CCF based on meter implementation and conservation efforts.
In response to Council Member Mounce, Mr. Sandelin stated the companies listed on the
comparison chart are not listed in any particular order.
In response to Mayor Pro Tempore Hansen, Mr. Sandelin stated that, while the utility was
previously recovering its costs for providing service overall, the City was not recovering the cost
of providing the service to the business customer class.
In response to Council Member Nakanishi, Mr. Sandelin stated overall the City of Lodi places in
the middle with respect to water cost comparisons with other agencies in the region.
In response to Council Member Mounce, Mr. Sandelin stated that, if the water meter
implementation was moved out, it would reduce the need for immediate increased revenue
through rate increases and there may be an ability to extend Phase 7.
In response to Council Member Hansen, Mr. Sandelin stated that, if debt service is paid down at
an earlier date, there may be several years of no rate increases or the savings could be used for
other project needs.
In response to Council Member Johnson, Mr. Sandelin stated while there is a 3% cap for rate
increases there may be inflationary pressures on costs in the future that are not easily
predictable.
In response to Mayor Pro Tempore Hansen, Mr. Sandelin stated material costs are holding
steady unlike personnel related costs and we are still seeing a favorable bid climate.
In response to Mayor Pro Tempore Hansen, Mr. Sandelin confirmed that the City is close to
having replaced all of the older infrastructure that was subject to deterioration and collapse.
A brief discussion ensued between Council Member Mounce and Mr. Sandelin regarding the
City's effort to recover costs for aging infrastructure and new infrastructure going into the future.
In response to Council Member Nakanishi, Mr. Sandelin stated the new development facility fee
went into place in 2007. A brief discussion ensued amongst the City Council regarding property
tax sharing with counties and facility district fee implementation for new growth.
In response to Council Member Johnson, Mr. Sandelin stated the landfill fees would be included
in Option B at 100% of Consumer Price Index (CPI). Interim City Manager Schwabauer provided
an overview of the concept of 80% CPI versus 100% CPI.
John Slaughterback spoke in regard to his concerns about sewer rate increases and the effect of
a reduction in development impact fees.
Council Member Mounce requested that the development impact fee program be brought back
before the City Council for consideration.
C. Comments by Public on Non-Aaenda Items
Ire M1 2
D. Adjournment
No action was taken by the City Council. The meeting was adjourned at 8:05 a.m.
ATTEST:
Randi Johl-Olson
City Clerk
AGENDA ITEM 4B "I
A% CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Receive Information Regarding Proposed Future Water, Wastewater and
Contracted Solid Waste Rate Increases Presented in the Recently -Distributed
Proposition 218 Notice
MEETING DATE: March 18, 2014
PREPARED BY: Public Works Director
RECOMMENDED ACTION: Receive information regarding proposed future water, wastewater
and contracted solid waste rate increases presented in the
recently -distributed Proposition 218 notice.
BACKGROUND INFORMATION: Proposition 218 requires that the City provide a notice of the
proposed future rate schedules for the next five years to all property
owners forty-five days prior to holding a public hearing. The public
hearing to consider proposed future water, wastewater and contracted solid waste rate increases is
scheduled for May 7, 2014. At the public hearing, Council shall hear all protests and tabulate the ballots.
If less than fifty percent of the property owners and rate payers file protests, the Council will be asked to
pre -authorize inflationary -based adjustments in an amount up to the lesser of three percent or the actual
amount of inflation for water and wastewater rates and in an amount equal to the actual amount of
inflation for contracted solid waste service.
The Shirtsleeve presentation will provide a summary of the proposed changes and the Proposition 218
notice that is provided in Attachment A.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
J6J1, VZ, J, 0'. W, I- -
F. Wally S delin
Public Works Director
FWS/pmf
Attachment
Stephen Schwab ,'Interim City Manager
KAWP\UTILITY RATES\W WW\2014 W -WW Rate Increase\Prop218=031814 Shirtsleeve.doc
3/12/2014
Proposition 218 Notification and Protest Hearing Process
Summary:
The Lodi City Council will consider proposed future water, wastewater and contracted solid
waste rate increases at a public hearing at 7:00 p.m., Wednesday, May 7, 2014, at the Carnegie
Forum, 305 West Pine Street, Lodi. A majority protest would stop the proposed future increases.
If you wish to protest the proposed increases written protests may be made in person at the
hearing or delivered to:
City of Lodi
Attention: City Clerk
221 West Pine Street
Post Office Box 3006
Lodi, California 95241-1910
If you already filed a protest prior to the continuance of the December 18, 2013 hearing on
this Notice, your prior protest will be counted.
Explanation of Protest Process
Proposition 218 requires that the City provide a notice of the proposed future rate schedule to all
property owners forty-five (45) days prior to holding a public hearing. If a majority of the
property owners or renters who pay the utility bill file oppositions to the increase, the increase
will not take effect. A protest must contain a description of the property owned sufficient to
identify the property. The address or assessor's parcel number is shown on this mailing.
If the name on the written protest is not shown on the last equalized assessment roll of San
Joaquin County as the owner of the property or on the utility account, the signer of the protest
must also submit written evidence of ownership or rentership and utility bill responsibility.
At the public hearing, Council shall hear all protests and tabulate the ballots. One written protest
per parcel, filed by the owner or tenant (paying the utility bill) of the parcel shall be counted in
calculating a majority protest to a proposed new fee or charge subject to the requirements of
Section 6 of Article XIII D of the California Constitution. If the votes conflict, the City will
count the no vote.
Explanation of Proposed Future Increases:
City Staff is requesting that the City Council pre -authorize inflationary based adjustments in an
amount up to the lesser of three percent (3%) or the actual amount of inflation for the next five
years to pay for anticipated inflationary based cost increases. Water rates will be increased by up
to their applicable index each January 1, from 2015 through 2019 and wastewater rates each July
1, from 2014 through 2019.
In addition staff is requesting that Council make a small adjustment to rates to more equitably
distribute costs among its various classes of rate payers. Currently, metered single family
residential customers pay for water on a tiered system. The more a customer uses, the more they
pay per gallon. However, multi -family (condominiums/duplexes), commercial and industrial
customers pay for all their water at the first tier rate. This rate restructuring would effectively
lower costs for single family metered customers and increase rates for multi -family, commercial
and industrial customers to achieve better equity between these customer classes. Net rate
revenues will remain unchanged.
The City of Lodi proposes to increase all water and wastewater rates by an amount up to the
percentage increase in the annual average of the Engineering News Record (20 cities average)
Index ("ENR"), as of September 30 (water) and March 31 (wastewater) of each year from 2014
through 2018. The City of Lodi also proposes to increase contracted solid waste charges by the
annual change in the Consumer Price Index for All Urban Consumers for San Francisco -San Jose
California Area All Items (1982-84=100) published by the Bureau of Labor Statistics ("CPI") as of
December 31 of each year from December 31, 2014 through December 31, 2018. The water and
wastewater increases shall not exceed three percent (3%) per year. The ENR and CPI based
increases will be implemented as needed to pay for inflation -based increased costs of providing
water, wastewater and contracted solid waste services.
The City also proposes to institute new rates for installation of meters over 3/4 of an inch as set
forth in the attached rate table entitled Exhibit A Meter Charge Schedule; establish a new vacant
unit rate as set forth in the attached rate table entitled Exhibit B Vacant Unit Rate; approve new
flat rate water and wastewater rates as set forth in the attached rate tables entitled Exhibit C
Current and Proposed Flat Water Rates and Flat Wastewater Rates; and restructure rates for
single-family residential, multi -family and non residential as further described in the attached
rate table entitled Exhibit D Current and Proposed Usage Based Water Rates and Usage Based
Wastewater Rates. The current commercial compactor rates for solid waste are shown in Exhibit
E and will be adjusted for CPI changes as provided in the next paragraph. The rate restructuring,
vacant unit rate and meter installation rate for meters exceeding 3/4 inch will take place on
May 8, 2014.
Basis of Proposed Rate Calculation
The new ENR and CPI based rates will be calculated by increasing the then existing rate in each
of five years starting in 2014 by the prior year's increase in the ENR or CPI but not to exceed 3
percent for water and wastewater. Staff's recommended rate for the meter installation over 3/4 of
an inch is calculated as the City's actual contracted cost to purchase the meter plus 55 percent to
cover a portion of the installation cost and is presented in column 2 of the Exhibit A Meter
Charge Schedule. The vacant rate is calculated as the monthly base charge for water or
wastewater. The rate restructuring is calculated by increasing the single tier for multi -family and
non-residential by the weighted average of the multiple tier rate and decreasing all of the single-
family rates by the exact amount of the revenue that the increase to multi -family and non-
residential is projected to generate.
Conclusion:
If you have any questions about this notice, please call the Public Works Department at (209)
333-6706 between 7:30 a.m. and 5:30 p.m., Monday through Thursday, and between 8:00 a.m.
and 5:00 p.m. on Friday. City Hall is closed every other Friday.
RANDI JOHL-OLSON, City Clerk
City of Lodi
Notificaci6n de Proposici6n 218 y proceso de audiencia de protesta
Resumen:
El Consejo de la ciudad de Lodi considerara los incrementos propuestos en las tarifas de agua,
aguas residuales y desechos s6lidos contratados en una audiencia publica a las 7 PM, el mi6rcoles
7 de mayo de 2014, en el Carnegie Forum, en el 305 West Pine Street, Lodi. Una protesta
mayoritaria detendran los incrementos futuros propuestos. Si desea protestar por los incrementos
se pueden hacer protestas por escrito en persona en la audiencia o las puede entregar en:
Ciudad de Lodi
Atenci6n: City Clerk
221 West Pine Street
Post Office Box 3006
Lodi, California 95241-1910
Si ya present6 una protesta antes del aplazamiento de la audiencia del 18 de diciembre de
2013 por esta Notificado'n, su protesta anterior sera contada.
Explicaci6n del proceso de protesta
La Proposici6n 218 requiere que la Ciudad proporcione una notificaci6n del programa de tarifas
futuras propuestas a todos los duenos de propiedad cuarenta y cinco (45) dias antes de llevar a
cabo la audiencia publica. Si la mayoria de los duenos de propiedad o renteros que pagan el
recibo de servicios presentan oposiciones por el incremento, Este no entrara en vigor. Una
protesta debe contener una descripci6n de la propiedad suficiente para identificar la misma. La
direcci6n o niumero de parcela del valuador se muestra en este correo.
Si no se muestra el nombre en la protesta por escrito en la Ultima lista de tasaci6n ajustada del
Condado de San Joaquin como dueno de la propiedad o en la cuenta de servicios, el firmante de
la propuesta tambi6n debe presentar evidencia por escrito de dicha propiedad o arrendamiento y
su responsabilidad por el recibo de servicios.
En la audiencia publica, el Consejo debera escuchar todas las propuestas y tabular los votos. Se
debera contar una protesta por escrito por parcela, presentada por el propietario o inquilino
(pagando el recibo de servicios) de la parcela para el calculo de una protesta mayoritaria por un
cargo o tarifa nueva propuesta sujeto a los requerimientos de la Secci6n 6 del Articulo XIII D de
la Constituci6n de California. Si hay conflicto en los votos, la Ciudad to contara sin voto.
Explicaci6n de los incrementos futuros propuestos:
El personal de la Ciudad esta solicitando que el Consejo de la ciudad pre-autorice los ajustes
basados en la inflaci6n por una cantidad que sea la menor de tres por ciento (3%) o la cantidad
real de la inflaci6n por los siguientes cinco anos para pagar los incrementos de costos anticipados
basados en la inflaci6n. Las tarifas de agua se incrementaran hasta su indice aplicable cada 1 de
enero, de 2015 a 2019 y las tarifas por aguas residuales cada 1 de julio, de 2014 al 2019.
Ademas, el personal solicita que el Consejo haga pequenos ajustes a las tarifas para distribuir los
costos mas equitativamente entre sus diversas clases de pagadores de tarifa. Actualmente, los
clientes residenciales unifamiliares con medidor pagan por agua con un sistema de niveles. Entre
mas usa un cliente, mas paga por gal6n. Sin embargo, los clientes de multifamiliares
(condominios/duplex), comerciales e industriales pagan por toda su agua con tarifa de primer
nivel. Esta reestructuraci6n de tarifas disminuira efectivamente los costos para los clientes
unifamiliares con medidor a incrementara las tarifas para clientes multifamiliares, comerciales e
industriales para lograr una mayor equidad entre las clases de clientes. Los ingresos netos por
tarifas permaneceran sin cambio.
La Ciudad de Lodi propone incrementar todas las tarifas de agua y aguas residuales por una
cantidad de hasta el porcentaje de incremento en el promedio anual del indice del Engineering New
Record ("ENR") (promedio de 20 ciudades), al 30 de septiembre (agua) y 31 de marzo (aguas
residuales) para cada ano del 2014 al 2018. La Ciudad de Lodi tambien propone incrementar los
cargos por desechos s6lidos contratados por el cambio anual en el indice de precios al consumidor
para todos los consumidores urbanos del area de San Francisco-San Jose California, todos los
conceptos (1982-84=100) publicados por la Oficina de Estadisticas Laborales ("IPC") al 31 de
diciembre de cada ano del 31 de diciembre de 2014 al 31 de diciembre de 2018. Los incrementos en
agua y aguas residuales no excedera del tres por ciento (3%) por ano. Los incrementos basados en
ENR e IPC seran implementados segun sea necesario para pagar los costos incrementados basados
en la inflaci6n para proporcionar servicios de agua, aguas residuales y desechos s6lidos contraidos.
La Ciudad tambien propone instituir nuevas tarifas para la instalaci6n de medidores de mas de/4
de pulgada como se establece en la tabla de tarifas adjunta titulada como Anexo A Programa de
cargos por medidor; establecer una nueva tarifa de unidad vacante como se establece en la tabla
de tarifas adjunta titulada como Anexo B Tarifa de unidad vacante; aprobar una nueva tarifa fija
para agua y aguas residuales como se establece en las tablas de tarifas adjuntas tituladas Anexo C
Tarifas de agua fijas y tarifas de aguas residuales fijas actuales y propuestas; y tarifas de
reestructuraci6n para unifamiliares residenciales, multifamiliares y no residenciales como se
describe en la tabla de tarifas adjunta titulada Anexo D Tarifas de agua y tarifas de aguas
residuales basadas en use actuales y propuestas. Las tarifas de compactador comercial actuales se
muestran en el Anexo E y se ajustaran segiun los campos en el IPC como se indica en el siguiente
parrafo. La tarifa de reestructuraci6n, la tarifa de unidad vacante y la tarifa de instalaci6n de
medidor para medidores que exceden 3/4 de pulgada se aplicaran el 8 de mayo de 2014.
Bases para el calculo de la tarifa propuesta
Las nuevas tarifas basadas en el ENR y el IPC seran calculadas al incrementar la tarifa entonces
existente en cada uno de los cinco aflos a partir de 2014 por el incremento del ano anterior en el
ENR o el IPC sin exceder el 3 por ciento para agua y aguas residuales. La tarifa recomendada
por el personal para la instalaci6n de medidor de mas de 3/4 de pulgada se calcula segun el costo
contratado actual de la Ciudad para comprar el medidor mas 55 por ciento para cubrir una
porci6n de la instalaci6n y se presenta en la columna 2 del Anexo A Programa de cargos por
medidor. La tarifa de vacantes se calcula en un cargo mensual por agua y aguas residuales. La
tarifa de reestructuraci6n se calcula al incrementar el nivel unico para multifamiliar y no
residencial segun el promedio ponderado de tarifas de multiple nivel y disminuyendo todas las
tarifas de unifamiliares por la cantidad exacta de ingresos que el incremento en multifamiliares y
no residenciales se proyecta que genere.
Conclusi6n:
Si tiene alguna pregunta sobre esta notificaci6n, llamar al Departamento de Obras Pfiblicas al
(209) 333-6706 entre 7:30 AM y 5:30 PM, de lunes a jueves y entre las 8:00 AM y las 5:00 PM
los viernes. El Ayuntamiento cierra cada dos viernes.
RANDI JOHL-OLSON, Secretario del ayuntamiento
Ciudad de Lodi
CITY COUNCIL CITY OF LODI
KONRADT
PHIL KATZAKIAN, Mayor BARTLAM,
LARRY D. HANSEN, PUBLIC WORKS DEPARTMENT City Manager ger
Mayor Pro Tempore CITY HALL, 221 WEST PINE STREET / P.O. BOX 3006 RANDI JOHL-OLSON,
BOB JOHNSON LODI, CALIFORNIA 95241-1910 City Clerk
JOANNE L. MOUNCE TELEPHONE (209) 333-6706 / FAX (209) 333-6710 D. STEPHEN SCHWABAUER,
ALAN NAKANISHI EMAIL pwdept@lodi.gov City Attorney
http://www.lodi.gov
F. WALLY SANDELIN,
Public Works Director
February 1, 2014
SUBJECT: Proposed Schedule of Utility Rate Increases
This letter to our utility customers addresses some commonly questioned aspects of the
Proposition 218 process relative to forecasted utility rate increases. One, the City's
Proposition 218 notices will not result in any increase in utility rates. The Proposition 218
notice is a notice of proposed rate schedules and does not constitute a utility rate
increase. It the case of water and wastewater rates, it sets a maximum limit of 3% for
future rate increases, even if the inflationary index exceeds 3%. In the case of refuse
rates, it sets a maximum limit equal to the change in the Consumer Price Index (CPI).
Two, the City has acted transparently by regularly presenting at numerous public
meetings the financial models for the water and wastewater utilities that contain specific
information on the forecasted increases in costs for personnel, utilities, materials,
supplies, and debt service and lists specific system improvement projects. As recently as
October 15, 2013, this information was presented at the Shirtsleeve meeting and is
available online at the City Council Agendas and Minutes site.
Three, the financial models present the best information available that support the notion
of continued modest increases in rates. Again, the Council will not be voting on April 16
to increase rates by 3% for each of the next five years. Each year, actual numbers from
the prior year and budget numbers for the next year provide the facts to Council so a
decision can be made as to whether there should be no rate increase or a modest
increase.
Four, the objective of the proposed rate schedules is to make it possible to offset
inflationary increases in water and wastewater operating costs should that become
necessary. The rate changes are not intended to fund capital projects. In the past,
maximum permitted rate increases have not been implemented and, in fact, the average
annual water rate increase has been 1.2% over the past six years.
Five, the proposed rate schedules will not be used to pay for infrastructure required to
serve the demands presented by new development. The development impact fee
program requires new development to reimburse the City for past and future investments
in water, wastewater, streets, police, fire and other infrastructure. In fact, if new
development exceeds that forecasted in the financial models, this could partially offset
recommended inflationary increases.
Lastly, significant system improvements are planned that will, in the long term,
significantly reduce expensive maintenance costs and evenly spread utility costs (rates)
amongst our customers. These system improvements include the water and wastewater
replacement program, water meter installation program, old water meter retrofit program,
and system -wide well maintenance. And there are administration costs to run the utilities
with much of those costs related to meeting State requirements for the operation of the
wastewater treatment plant and the recently -completed water treatment plant.
Sincerely,
F. Wally Sandelin
Public Works Director
FWS/pmf
CITY COUNCIL CITY OF LODI
PHIL KATZAKIAN, Mayor
LARRY D.HANSEN, PUBLIC WORKS DEPARTMENT
Mayor Pro Tempore CITY HALL, 221 WEST PINE STREET / P.O. BOX 3006
BOB JOHNSON LODI, CALIFORNIA 95241-1910
JOANNE L. MOUNCE TELEPHONE (209) 333-6706 / FAX (209) 333-6710
ALAN NAKANISHI EMAIL pwdept@lodi.gov
http://www.lodi.gov
1 de febrero de 2014
TEMA: Programa propuesto para incrementos en tarifas de servicios
KONRADT BARTLAM,
City Manager
RANDI JOHL-OLSON,
City Clerk
D. STEPHEN SCHWABAUER,
City Attorney
F. WALLY SANDELIN,
Public Works Director
Esta carta para nuestros clientes de servicios trata algunos de los aspectos com6nmente
cuestionados sobre el proceso de la Proposici6n 218 relativo a la predicci6n de
incrementos en las tarifas de servicios. Uno, las notificaciones de la Proposicion 218 de
la ciudad no resultaran en ning6n incremento de las tarifas de servicios. La notificacion
de la Proposicion 218 es una notificacion sobre el programa de tarifas propuesta y no
constituye un incremento en las tarifas de servicios. En el caso de las tarifas por agua y
aguas residuales, se tiene establecido un limite maximo de 3% para futuros incrementos
en tarifas, incluso si el indice inflacionario excede el 3%. En el caso de tarifas de
rechazo, se establece un limite maximo igual al cambio en el indice de precios al
consumidor (IPC).
Dos, la Ciudad ha actuado de manera transparente al presentar regularmente en
numerosas reuniones p6blicas los modelos financieros de los servicios de agua y aguas
residuales los cuales contienen informaci6n especifica sobe los incrementos
pronosticados en cuanto a los costos de personal, servicios, materiales, suministros y
servicios de deuda y enumera proyectos especificos de mejora en el sistema. Tan
reciente como el 15 de octubre de 2013, esta informacion fue presentada en la reunion
de Shirtsleeve y tambien esta disponible en linea en el sitio de Agenda y minutas del
consejo municipal.
Tres, los modelos financieros presentan la mejor informacion disponible que apoya la
nocibn de incrementos modestos continuos en las tarifas. De nuevo, el Consejo no
votary el 16 de abril para el incremento de las tarifas en un 3% para cada uno de los
siguientes cinco anos. Cada ano, los n6meros reales del ano anterior y los n6meros del
presupuesto para el siguiente ano proporcionan los hechos para el Consejo de manera
que se pueda tomar una decision respecto a si no debe haber incremento en las tarifas o
si debe haber un incremento modesto.
EI objetivo del programa de tarifas propuesto es el de poder compensar los incrementos
inflacionarios en los costos de operacion del agua y aguas residuales de ser estos
necesarios. Los cambios en las tarifas no tienen el prop6sito de generar fondos para
proyectos de inversion. En el pasado, los incrementos maximos permitidos a las tarifas
no fueron implementado y, de hecho, la tarifa promedio anual por agua ha incrementado
1.2$ durante los 61timos seis anos.
Cinco, el programa de tarifas propuesto no sera usado para pagar por la infraestructura
requerida para dar servicio a la demanda requerida por el nuevo desarrollo. EI programa
de cuota de impacto del desarrollo requiere que el nuevo desarrollo reembolse a la
Ciudad las inversion es pasadas y futuras en agua, aguas residuales, calles, policia,
incendio y demas infraestructuras. De hecho, si el nuevo desarrollo excede dicho
pronostico en los modelos financieros, esto pods a compensar parcialmente los
incrementos inflacionarios recomendados.
Por ultimo, se planean significativas mejoras en el sistema que, a largo plazo, reduciran
sign ificativamente los caros costos de mantenimiento y distribuiran de manera equitativa
los costos (tarifas) por servicios entre nuestros clientes. Estas mejoras en el sistema
incluyen programa de reemplazo de agua y aguas residuales, programa de instalacion
de medidores de agua, programa de reacondicionamiento de medidores antiguos de
agua y mantenimiento de todo el sistema. Y hay costos administrativos para hacer
funcionar los servicios con muchos de esos costos relacionados a cumplir con los
requerimientos estatales por operacion de la planta de tratamiento de aguas residuales y
la planta de tratamiento de agua recientemente terminada.
Cordialmente,
F. Wally Sandelin
Director de obras publicas
FWS/pmf
Exhibit A
Meter Charge Schedule
Meter
Size
Recommended
Price
Based
Cost x 1.55
Capacity
Based
Installed
Cost
(Contractor
Prices)
Lodi Fee
Schedule
Santa
Clara
Fee
Schedule
No
Charge
3/4
$300
$300
$940
$400
$370
$0
1
$350
$500
$1,420
$480
$365
$0
1 '/2
$780
$1,000
$3,810
$745
$1,565
$0
2
$970
$1,600
$5,720
$930
$1,730
$0
3
$1,980
$3,000
$5,950
N/A
$2,065
$0
4
$3,570
$5,000
N/A
N/A
$4,130
$0
6
$6,760
$10,000
N/A
N/A
$6,750
$0
8
$11,520
$16,000
N/A
N/A
$10,670
$0
Exhibit B
Vacant Unit Rate
• Flat rate residential customers — monthly service charge for a3/4 inch meter
• Metered residential customers — no vacant utility rate
• Master metered multi -family — no vacant utility rate
• Metered multi -family unit — no vacant utility rate
• Monthly service charge will reduce with conservation pricing
9
Anexo A
Programa de cobro de medidor
Tamano
de
medidor
Precio base
recomendado
(Costo x 1.55)
Capacidad
basada
Costo
instalado
(Precios de
contratista)
Programa
de tarifas
de Lodi
Programa
de tarifas
de Santa
Clara
Sin cargo
%
$300
$300
$940
$400
$370
$0
1
$350
$500
$1,420
$480
$365
$0
1 '/2
$780
$1,000
$3,810
$745
$1,565
$0
2
$970
$1,600
$5,720
$930
$1,730
$0
3
$1,980
$3,000
$5,950
N/A
$2,065
$0
4
$3,570
$5,000
N/A
N/A
$4,130
$0
6
$6,760
$10,000
N/A
N/A
$6,750
$0
8
$11,520
$16,000
N/A
N/A
$10,670
$0
r."WITOW.
Tarifa de unidad vacante
• Tarifa fija clientes residenciales — cargo mensual por servicio por un
medidor de % de pulgada
• Clientes residenciales con medidor — sin tarifa de servicio vacante
• Multifamiliar con medidor principal — sin tarifa de servicio vacante
• Unidad multifamiliar con medidor — sin tarifa de servicio vacante
• EI cargo mensual de servicio se reducira con precios de conservacion
10
Exhibit C
City of Lodi
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, and condominiums.
Anexo C
Ciudad de Lodi
Tarifas de ague fait actuales y pr+oppesft
current ana
riat water nates
Tarifa futura maxima
Future Rate Ceiling
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
Current
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Ene.2018
(Jan.2013)
Incremento de tarifa -->
(Jan.2014)
Jan.2015)
Jan. 2016)
(Jan.2017)
Jan. 2018
Jan.2019
Rate Increase -->
2.5%
3.0%
3.0%
3.0%
3.0%
3.0%
FLAT RATES
Residencia/ unifamiliar
Single Family Residential
$ 29.90
$ 30.65
$ 31.57
$ 32.52
$ 33.50
$
34.51
$ 35.55
1 Bedroom
$
29.90
$
30.65
$ 31.57
$ 32.52
$ 33.50
$ 34.51
$ 35.55
2 Bedroom
$
35.91
$
36.81
$ 37.91
$ 39.05
$ 40.22
$ 41.43
$ 42.67
3 Bedroom
$
43.04
$
44.12
$ 45.44
$ 46.80
$ 48.20
$ 49.65
$ 51.14
4 Bedroom
$
51.72
$
53.01
$ 54.60
$ 56.24
$ 57.93
$ 59.67
$ 61.46
5 Bedroom
$
62.03
$
63.58
$ 65.49
$ 67.45
$ 69.47
$ 71.55
$ 73.70
6 Bedroom
$
74.44
$
76.30
$ 78.59
$ 80.95
$ 83.38
$ 85.88
$ 88.46
Multi -Family (1)
29.61
$ 30.50
2 recamaras
$ 30.79
$ 31.56
$ 32.51
$ 33.49
$ 34.49
$
1 Bedroom
$
25.67
$
26.31
$ 27.10
$ 27.91
$ 28.75
$ 29.61
$ 30.50
2 Bedroom
$
30.79
$
31.56
$ 32.51
$ 33.49
$ 34.49
$ 35.52
$ 36.59
3 Bedroom
$
36.94
$
37.86
$ 39.00
$ 40.17
$ 41.38
$ 42.62
$ 43.90
4 Bedroom
$
44.32
$
45.43
$ 46.79
$ 48.19
$ 49.64
$ 51.13
$ 52.66
Mobile Homes
Existentes sin medido
Varia
+2.5%
Any Size
$
25.67
$
26.31
$ 27.10
$ 27.91
$ 28.75
$ 29.61
$ 30.50
Non -Residential
Existing unmetered
Varies
+2,5%
+3.0%
+3.0%
+3.0%
+3.0%
+3.0%
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, and condominiums.
Anexo C
Ciudad de Lodi
Tarifas de ague fait actuales y pr+oppesft
Notas:
(1) Multifamiliar incluye duplex, tres y catro juntas, departamentos y condominios.
Tarifa futura maxima
Actual
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
(Ene.2013)
(Ene.2014
Ene.2015
(Ene.2016)
(Ene.2017
Ene.2018
Ene.2019
Incremento de tarifa -->
2.5%
3.0%
3.0%
3.0%
3.0%
3.0%
TARIFAS FIJAS
Residencia/ unifamiliar
1 recamara
$ 29.90
$ 30.65
$ 31.57
$ 32.52
$ 33.50
$
34.51
$ 35.55
2 recamaras
$ 35.91
$ 36.81
$ 37.91
$ 39.05
$ 40.22
$
41.43
$ 42.67
3 recamaras
$ 43.04
$ 44.12
$ 45.44
$ 46.80
$ 48.20
$
49.65
$ 51.14
4 recamaras
$ 51.72
$ 53.01
$ 54.60
$ 56.24
$ 57.93
$
59.67
$ 61.46
5 recamaras
$ 62.03
$ 63.58
.$ 65.49
$ 67.45
$ 69.47
$
71.55
$ 73.70
6 recamaras
$ 74.44
$ 76.30
S 78.59
$ 80.95
$ 83.38
$
85.88
$ 88.46
Multifamiliar (1)
1 recamara
$ 25.67
$ 26.31
$ 27.10
$ 27.91
$ 28.75
$
29.61
$ 30.50
2 recamaras
$ 30.79
$ 31.56
$ 32.51
$ 33.49
$ 34.49
$
35.52
$ 36.59
3 recamaras
$ 36.94
$ 37.86
$ 39.00
$ 40.17
$ 41.38
$
42.62
$ 43.90
4 recamaras
$ 44.32
$ 45.43
$ 46.79
$ 48.19
$ 49.64
$
51.13
$ 52.66
Casas mdviles
Cualquier tamanno
$ 25.67
$ 26.31
$ 27.10
$ 27.91
$ 28.75
$
29.61
$ 30.50
No residencial
Existentes sin medido
Varia
+2.5%
+3.0%
+3.0%
+3.0%
+3.0%
+3.0%
Notas:
(1) Multifamiliar incluye duplex, tres y catro juntas, departamentos y condominios.
Exhibit C
City of Lodi
Current and Pro used Flat Wastewater Rates
Future Rate Ceiling
Current Proposed Proposed Proposed Proposed Proposed
(Jul. 2013) (Jul. 2014) (Jul. 2015) (Jul. 2016) (Jul. 2017) (Jul. 2018)
Rate Increase --> 1 3.0% 3.0% 3.0% 3.0% 3.0%
FLAT RATES
Single Family Residential
1 Bedroom
$
25.83
$
26.60
$ 27.40
$
28.22
$ 29.07
$ 29.94
2 Bedroom
$
34.44
$
35.47
$ 36.53
$
37.63
$ 38.76
$ 39.92
3 Bedroom
$
43.05
$
44.34
$ 45.67
$
47.04
$ 48.45
$ 49.90
4 Bedroom
$
51.66
$
53.21
$ 54.81
$
56.45
$ 58.14
$ 59.88
5 Bedroom
$
60.27
$
62.08
$ 63.94
$
65.86
$ 67.84
$ 69.88
6 Bedroom
$
68.88
$
70.95
$ 73.08
$
75.27
$ 77.53
$ 79.86
7 Bedroom
$
77.49
$
79.81
$ 82.20
$
84.67
$ 87.21
$ 89.83
Duplexes, Triplexes, Fourplexes, Apartments,
and Condominiums
condominios
1 Bedroom
$
25.83
$
26.60
$ 27.40
$
28.22
$ 29.07
$ 29.94
2 Bedroom
$
34.44
$
35.47
$ 36.53
$
37.63
$ 38.76
$ 39.92
3 Bedroom
$
43.05
$
44.34
$ 45.67
$
47.04
$ 48.45
$ 49.90
4 Bedroom
$
51.66
$
53.21
$ 54.81
$
56.45
$ 58.14
$ 59.88
Mobile Homes
$ 59.88
Casas mdviles
Any Size
$
25.83
$
26.60
$ 27.40
$
28.22
$ 29.07
$ 29.94
Non -Residential (1)
$ 29.94
No residencial (1)
Per SSU
$
34.44
$
35.47
$ 36.53
$
37.63
$ 38.76
$ 39.92
Notes:
(1) Proposed flat wastewater rates for schools are to be determined on the basis of 18 student per SSU
Anexo C
Ciudad de Lodi
Tarifas de agua residuales fl as actuales y propuestas
Tarifa futura mixima
Actual Propuesta Propuesta Propuesta Propuesta Propuesta
(Ene.2013) (Ene.2014) (Ene.2015) (Ene.2016) (Eno. 2017) (Ene.2018)
Incremento de tarifa --> 3.0% 3.0% 3.0% 3.0% 3.0%
TARIFAS FIJAS
Residencial unfamiliar
1 rec;�mara
$
25.83
$ 26.60
$
27.40
$
28.22
$ 29.07
$ 29.94
2 rec6maras
$
34.44
$ 35.47
$
36.53
$
37.63
$ 38.76
$ 39.92
3 rec6maras
$
43.05
$ 44.34
$
45.67
$
47.04
$ 48.45
$ 49.90
4 rec6maras
$
51.66
$ 53.21
$
54.81
$
56.45
$ 58.14
$ 59.88
5 rec6maras
$
60.27
$ 62.08
$
63.94
$
65.86
$ 67.84
$ 69.88
6 rec6maras
$
68.88
$ 70.95
$
73.08
$
75.27
$ 77.53
$ 79.86
7 rec6maras
$
77.49
$ 79.81
$
82.20
$
84.67
$ 87.21
$ 89.83
duplex, tres y catro juntas,
departamentos
condominios
1 recamara
$
25.83
$ 26.60
$
27.40
$
28.22
$ 29.07
$ 29.94
2 rec6maras
$
34.44
$ 35.47
$
36.53
$
37.63
$ 38.76
$ 39.92
3 rec6maras
$
43.05
$ 44.34
$
45.67
$
47.04
$ 48.45
$ 49.90
4 recikmaras
$
51.66
$ 53.21
$
54.81
$
56.45
$ 58.14
$ 59.88
Casas mdviles
Cualquier tamano
$
25.83
$ 26.60
$
27.40
$
28.22
$ 29.07
$ 29.94
No residencial (1)
Por SSU
$
34.44
$ 35.47
$
36.53
$
37.63
$ 38.76
$ 39.92
Notas:
(1) Las tarifas fijas por aguas residuales propuestas para escuelas ser6n determinadas basandose en 18 estudiantes por SSU.
Exhibit D
City of Lodi
Current and Proposed Usage -Based Water Rates
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, condominiums, and mobile home parks.
(2) This schedule includes the proposed indexing of 2.5 percent, with no rate structure changes.
(3) This rate schedule is revenue neutral relative to the proposed newly indexed January 2014 water rates, but includes the beginning of the
proposed 3 -year phased changes to the rate structure.
(4) These rate schedules reflect the second and third year of the 3 -year rate structure phasing, as well as the maximum potential rate
adjustment due to ENR indexing.
Anexo D
Ciudad de Lodi
Tarifas de aqua basadas en utilizaci6n actuales y propuestas
Tarifa futura mixima
Future Rate Ceiling
Actual
Propuesta
Current
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
(Ene.2013)
Proposed
(Ene.2014)
(Eno. 2016)
(Jan. 2013)
(Jan. 2014)
(Jan.
2014)
(Jan. 2015)
(Jan.
2016)
(Jan. 2017)
(Jan. 2018)
(Jan. 2019)
Rate Increase -->
2.69/6(2)
3
3.0%(4)
3.0%(4)
3.0%
3.0%
TARIFAS BASADAS EN UT/L/ZAc16N
3.0%
USAGE -BASED RATES
Unifamiliar
Monthly Service Charge
Medidor hasta 3/4"
$ 23.78
$ 24.37
$ 23.26
Single Family
22.80
$ 21.65
$
22.30
$
22.97
$ 23.66
Medidor de 1"
$ 38.60
$ 39.57
$ 37.38
$
Up to 3/4" meter
$ 23.78
$ 24.37
$
23.26
$ 22.80
$
21.65
$ 22.30
$
22.97
$
23.66
1" meter
$ 38.60
$ 39.57
$
37.38
$ 36.26
$
34.01
$ 35.03
$
36.08
$
37.16
1 1/2" meter
$ 75.42
$ 77.31
$
72.45
$ 69.63
$
64.62
$ 66.56
$
68.56
$
70.62
2" meter
$ 119.79
$ 122.78
$
114.71
$ 109.84
$
101.52
$ 104.57
$
107.71
$
110.94
Multi -Family and Non -Residential
(1)
Medidor de 1"
$ 38.60
$ 39.57
$ 37.38
$
36.26
$ 34.01
$
35.03
$
36.08
Up to 3/4" meter
$ 23.78
$ 24.37
$
23.26
$ 22.80
$
21.65
$ 22.30
$
22.97
$
23.66
1" meter
$ 38.60
$ 39.57
$
37.38
$ 36.26
$
34.01
$ 35.03
$
36.08
$
37.16
1 1/2" meter
$ 60.24
$ 61.75
$
62.08
$ 64.28
$
64.62
$ 66.56
$
68.56
$
70.62
2" meter
$ 75.27
$ 77.15
$
84.29
$ 94.17
$
101.52
$ 104.57
$
107.71
$
110.94
3" meter
$ 105.38
$ 108.01
$
132.74
$ 162.18
$
187.65
$ 193.28
$
199.08
$
205.05
4" meter
$ 135.51
$ 138.90
$
193.14
$ 254.80
$
310.67
$ 319.99
$
329.59
$
339.48
6" meter
$ 195.68
$ 200.57
$
333,69
$ 480.82
$
617.94
$ 636.48
$
655.57
$
675.24
8" meter
$ 255.91
$ 262.31
$
494.23
$ 747.94
$
986.82
$ 1,016.42
$
1,046.91
$
1,078.32
10" meter
$ 316.01
$ 323.91
$
674.61
$ 1,056.08
$
1,417.30
$ 1,459.82
$
1,503.61
$
1,548.72
Usage Rates ($/CCF)
$ 1.05
Nivel 2 (11-50 CCF
$ 1.38
$ 1.41
$ 1.35
$
1.33
$ 1.27
$
1.31
$
1.35
Single Family
Nivel 3 (>50 CCF)
$ 1.82
$ 1.87
$ 1.76
$
1.70
$ 1.59
$
1.64
$
1.69
$ 1.74
Tier 1 (0-10 CCF)
$ 0.92
$ 0.94
$
0.94
$ 0.97
$
0.96
$ 0.99
$
1.02
$
1.05
Tier 2 (11-50 CCF)
$ 1.38
$ 1.41
$
1.35
$ 1.33
$
1.27
$ 1.31
$
1.35
$
1.39
Tier 3 (>50 CCF)
$ 1.82
$ 1.87
$
1.76
$ 1.70
$
1.59
$ 1.64
$
1.69
$
1.74
Multi -Family and Non -Residential
(1)
All water usage
$ 0.92
$ 0.94
$
1.00
$ 1.09
$
1.14
$ 1.17
$
1.21
$
1.25
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, condominiums, and mobile home parks.
(2) This schedule includes the proposed indexing of 2.5 percent, with no rate structure changes.
(3) This rate schedule is revenue neutral relative to the proposed newly indexed January 2014 water rates, but includes the beginning of the
proposed 3 -year phased changes to the rate structure.
(4) These rate schedules reflect the second and third year of the 3 -year rate structure phasing, as well as the maximum potential rate
adjustment due to ENR indexing.
Anexo D
Ciudad de Lodi
Tarifas de aqua basadas en utilizaci6n actuales y propuestas
Notas:
(1) Multifamiliar incluye duplex, tres y catro juntas, departamentos, condominios y parques para casas m6viles.
(2) Este programa incluye la indexaci6n propuesta del 2.5 por ciento, sin cambios en la estructura de tarifas.
(3) Este programa de tarifas es neutral en cuanto a ingresos erlativo a las tarifas por agua de enero de 2014 recien indexadas propuestas,
pero incluyen el inicio de los cambios a 3 anos propuestT para la estructura de tarifas.
(4) Estos programas de tarifas reflejan el segundo y tercer ano de una adopci6n de estructura de tarifas a 3 anos, asi como el ajuste
miximo a la tarifa potencial debido al indexado ENR.
Tarifa futura mixima
Actual
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
Propuesta
(Ene.2013)
(Ene.2014)
(Ene.2014)
(Eno. 2016)
(Ene.2016)
(Ene.2017)
(Ene.2018) (Ene.2019)
Incremento de tarifa -->
2.5% (2)
(3)
3.0%(4)
3.0%(4)
3.0%
3.0%
3.0%
TARIFAS BASADAS EN UT/L/ZAc16N
Cargo mensual por servicio
Unifamiliar
Medidor hasta 3/4"
$ 23.78
$ 24.37
$ 23.26
$
22.80
$ 21.65
$
22.30
$
22.97
$ 23.66
Medidor de 1"
$ 38.60
$ 39.57
$ 37.38
$
36.26
$ 34.01
$
35.03
$
36.08
$ 37.16
Medidor de 1 1/2"
$ 75.42
$ 77.31
$ 72.45
$
69.63
$ 64.62
$
66.56
$
68.56
$ 70.62
Medidor de 2"
$ 119.79
$ 122.78
$ 114.71
$
109.84
$ 101.52
$
104.57
$
107.71
$ 110.94
Multifamiliar y no residencial (1)
Medidor hasta 3/4"
$ 23.78
$ 24.37
$ 23.26
$
22.80
$ 21.65
$
22.30
$
22.97
$ 23.66
Medidor de 1"
$ 38.60
$ 39.57
$ 37.38
$
36.26
$ 34.01
$
35.03
$
36.08
$ 37.16
Medidor del 1/2"
$ 60.24
$ 61.75
$ 62.08
$
64.28
$ 64.62
$
66.56
$
68.56
$ 70.62
Medidor de 2"
$ 75.27
$ 77.15
$ 84.29
$
94.17
$ 101.52
$
104.57
$
107.71
$ 110.94
Medidor de 3"
$ 105.38
$ 108.01
$ 132.74
$
162.18
$ 187.65
$
193.28
$
199.08
$ 205.05
Medidor de 4"
$ 135.51
$ 138.90
$ 193.14
$
254.80
$ 310.67
$
319.99
$
329.59
$ 339.48
Medidor de 6"
$ 195.68
$ 200.57
$ 333.69
$
480.82
$ 617.94
$
636.48
$
655.57
$ 675.24
Medidor de8"
$ 255.91
$ 262.31
$ 494.23
$
747.94
$ 986.82
$
1,016.42
$ 1,046.91
$ 1,078.32
Medidor de10"
$ 316.01
$ 323.91
$ 674.61
$ 1,056.08
$ 1,417.30
$
1,459.82
$ 1,503.61
$ 1,548.72
Tarifas de utilizaci6n ($/CCF)
Unifamiliar
Nivel 1 (0-10 CCF)
$ 0.92
$ 0.94
$ 0.94
$
0.97
$ 0.96
$
0.99
$
1.02
$ 1.05
Nivel 2 (11-50 CCF
$ 1.38
$ 1.41
$ 1.35
$
1.33
$ 1.27
$
1.31
$
1.35
$ 1.39
Nivel 3 (>50 CCF)
$ 1.82
$ 1.87
$ 1.76
$
1.70
$ 1.59
$
1.64
$
1.69
$ 1.74
Multifamiliar y no residencial (1)
Todo use de agua
$ 0.92
$ 0.94
$ 1.00
$
1.09
$ 1.14
$
1.17
$
1.21
$ 1.25
Notas:
(1) Multifamiliar incluye duplex, tres y catro juntas, departamentos, condominios y parques para casas m6viles.
(2) Este programa incluye la indexaci6n propuesta del 2.5 por ciento, sin cambios en la estructura de tarifas.
(3) Este programa de tarifas es neutral en cuanto a ingresos erlativo a las tarifas por agua de enero de 2014 recien indexadas propuestas,
pero incluyen el inicio de los cambios a 3 anos propuestT para la estructura de tarifas.
(4) Estos programas de tarifas reflejan el segundo y tercer ano de una adopci6n de estructura de tarifas a 3 anos, asi como el ajuste
miximo a la tarifa potencial debido al indexado ENR.
Exhibit D
City of Lodi
M errant and Prnnnnad rlRann.gasad Wastewater Rates
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, condominiums, and mobile home parks.
(2) Usage charge based on winter water use determined as the average from the prior December -February period.
Adjusted each July for each account.
(3) Placeholder. These rates not yet in use.
(4) Applies to industrial users discharging into the domestic sewer system.
Anexo D
Ciudad de Lodi
Tarifa de sn.omc roardinalaa haandne an in Idill7A An Rfrnarnm v nranuestas
Future Rate Calling
Current
Proposed
Proposod
Proposed
Proposed
Proposed
(Eno. 2013)
(Jul. 2013)
(Jul. 2014)
(Jul. 2015)
(Jul. 2016)
(Jul. 2017)
(Jul. 2018)
Rate Increase -->
3.0%"
3.0%
3.0%
TARIFAS BASADAS EN UTIUZAC16N
3.0%"
3.0%
USAGE -BASED RATES
Cargo mensual parserviclo
Monthly Service Charge
Unifamillar (por DU) $ 23.52
$
24.23
$
Single Family (per DU) $ 23.52
$
24.23
$
24.96
$
25.71
$
26.48
$
27.27
Multi -Family and Non -Residential (1)
Medidor hasta 3/4"
$
24.23
$
Up to 3/4" meter
$
24.23
$
24.96
$
25.71
$
26.48
$
27.27
1" meter
$
38.83
$
39.99
$
41.19
$
42.43
$
43.70
1 1/2" meter
$
75.03
$
77.28
$
79.60
$
81.99
$
84.45
2" meter
$
118.63
$
122.19
$
125.86
$
129.64
$
133.53
3" meter
$
220.45
$
227.06
$
233.87
$
240.89
$
248.12
4" meter
$
365.88
$
376.86
$
388.17
$
399.82
$
411.81
6" meter
$
729.12
$
750.99
$
773.52
$
796.73
$
820.63
8" meter
$
1,165.18
$
1,200.14
$
1,236.14
$
1,273.22
$
1,311.42
Usage Rates ($/CCF9
Unifamiliar (2) $ 2.68
$
2.76
$
2.84
Single Family (2) $ 2.68
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
Multi -Family (2)
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
Non -Residential (2) (3)
Alto
$
2.76
$
2.84
Low Strength
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
Medium Strength
$
3.45
$
3.55
$
3.66
$
3.77
$
3.88
High Strength
$
4.49
$
4.62
$
4.76
$
4.90
$
5.05
Industrial (4)
Flujo (por MG anual) $ 3,487.41
$
3,592.03
$
3,699.79
Flow (per MG annually) $ 3,487.41
$
3,592.03
$
3,699.79
$
3,810.78
$
3,925.10
$
4,042.85
BOD (per 1,000 lbs annualt $ 575.51
$
592.78
$
610.56
$
628.88
$
647.75
$
667.18
SS (per 1,000 lbs annually) $ 359.85
$
370.65
$
381.77
$
393.22
$
405.02
$
417.17
Notes:
(1) Multi -family includes duplexes, triplexes, fourplexes, apartments, condominiums, and mobile home parks.
(2) Usage charge based on winter water use determined as the average from the prior December -February period.
Adjusted each July for each account.
(3) Placeholder. These rates not yet in use.
(4) Applies to industrial users discharging into the domestic sewer system.
Anexo D
Ciudad de Lodi
Tarifa de sn.omc roardinalaa haandne an in Idill7A An Rfrnarnm v nranuestas
Notes:
(1) Mullifamiliar incluye duplex, tres y catro juntas, departamentos, condominios y parques para cases mdviles.
(2) EI cargo de udlizacl6n se base en el use de ague on inviemo determinado tomo un promedlo del periodo de diclembre a febrero anterto
Pjustado coda Julio para coda cuenta.
(3) Separedor. Estas tartfas &fin no est6n an uso. 14
(4) Aplica a usuarios Industriales descargando on sistemes de drenaje dom6sdoo.
Tarifa futura m6xima
Actual
Propuesta
Propuests
Propuesta
Propuesta
Propuesta
(Eno. 2013)
(Eno. 2014)
(Eno. 2015) (Eno. 2016) (Eno. 2017) (Eno. 2018)
Incremento de tarifa ->
3.0%
3.0%
3.0%
3.0%
3.0%
TARIFAS BASADAS EN UTIUZAC16N
Cargo mensual parserviclo
Unifamillar (por DU) $ 23.52
$
24.23
$
24.96
$
25.71
$
26.48
$
27.27
Muldfamlliar y no residenclal (1)
Medidor hasta 3/4"
$
24.23
$
24.96
$
25.71
$
26.48
$
27.27
Medidor de 1"
$
38.83
$
39.99
$
41.19
$
42.43
$
43.70
Medidorde 1 1/2"
$
75.03
$
77.28
$
79.60
$
81.99
$
84.45
Medidor de 2"
$
118.63
$
122.19
$
125.86
$
129.64
$
133.53
Medidor de 3"
$
220.45
$
227.06
$
233.87
$
240.89
$
248.12
Medidor de 4"
$
365.68
$
376.86
$
388.17
$
399.82
$
411.81
Medidor de 6"
$
729.12
$
750.99
$
773.52
$
796.73
$
820.63
Medidor de8"
$
1,165.18
$
1,200.14
$
1,236.14
$ 1,273.22
$
1,311.42
Tarffas de un izaclbn ($/CCR
Unifamiliar (2) $ 2.68
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
Multifamlliar (2)
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
No residenclal (2) (3)
Alto
$
2.76
$
2.84
$
2.93
$
3.02
$
3.11
Medlo
$
3.45
$
3.55
$
3.66
$
3.77
$
3.88
Bajo
$
4.49
$
4.82
$
4.76
$
4.90
$
5.05
Industrial (4)
Flujo (por MG anual) $ 3,487.41
$
3,592.03
$
3,699.79
$
3,810.78
$ 3,925.10
$
4,042.85
BOD (por 1,000 lbs anual) $ 575.51
$
592.78
$
610.56
$
628.88
$
647.75
$
667.18
SS (por 1,000 lbs anual) $ 359.85
$
370.65
$
381.77
$
393.22
$
405.02
$
417.17
Notes:
(1) Mullifamiliar incluye duplex, tres y catro juntas, departamentos, condominios y parques para cases mdviles.
(2) EI cargo de udlizacl6n se base en el use de ague on inviemo determinado tomo un promedlo del periodo de diclembre a febrero anterto
Pjustado coda Julio para coda cuenta.
(3) Separedor. Estas tartfas &fin no est6n an uso. 14
(4) Aplica a usuarios Industriales descargando on sistemes de drenaje dom6sdoo.
Exhibit E
IAW#A% 2/18/2014
WWAdWM
CITY OF LODI
COMMERCIAL COMPACTOR RATES
EFFECTIVE April 1, 2014 TO March 31, 2015
Commercial Compactor
Rates
2X por
3X por
Service 1X Week
2X Week
3X Week
4X Week
5X Week
2 Cubic Yard Compactor $290.35
$580.70
$871.05
$1,161.40
$1,451.75
3 Cubic Yard Compactor $358.76
$717.53
$1,076.29
$1,435.05
$1,793.81
4 Cubic Yard Compactor $427.73
$855.45
$1,283.18
$1,710.90
$2,138.63
ANEXO E
CIUDAD DE LODI
TARIFAS DE COMPACTADOR COMERCIAL
EN VIGOR DEL 1 DE ABRIL DE 2014 AL 31 DE MARZO DE 2015
Servicio
1X por
2X por
3X por
4X por
5X por
semana
semana
semana
semana
semana
Compactador de 2 yardas
$290.35
$580.70
$871.05
$1,161.40
$1,451.75
cubicas
Compactador de 3 yardas
$358.76
$717.53
$1,076.29
$1,435.05
$1,793.81
cubicas
Compactador de 4 yardas
$427.73
$855.45
$1,283.18
$1,710.90
$2,138.63
cubicas
15
Engineering
A!�
Proposition 218 Protest Hearing
Water, Wastewater, Solid Waste
Shirtsleeve Meeting
March 18, 2014
Topics
1. Property owner meter charge schedule
2. Vacant residential water and wastewater rate
3. Water rate structural changes
4. Projected 5 -year revenue program
5. Water and wastewater capital programs
6. Solid waste compactor rate and annual CPI
adjustment
1. Proposition 218 protest hearing -
not arate increase
2. Water and wastewater future rate
increases capped at 3% ENR
3. Solid waste future rate increases
capped at 100% CPI
4. All future rate increases subject
to Council approval
Meter Charge — Non -Res & MF
Meter
Recommended
Size
Vacant Residential Rate
Water and wastewater customers
without a metered service
Monthly base charge for meter size
Over time the monthly base charge
will reduce to approximately 30% of
total revenue (currently 45%)
Water Rate Structural Changes
• Revenue neutral and 3 -year transition
• Residential - monthly service charge and
3 -tier usage rates reduce
• Non-residential and multi -family - monthly
service charge and single -tier usage rate
increase
j Rate/Revenue Change
j Single Family
■ 3 bedroom flat rate
j Average use (18 CCF)
■ Non -Residential
0
Current Proposed Proposed Proposed
2014 2014 2015 2016
Re -structure water rate over three years
2.5% 3.0% 3.0%
$43.04
$45.05
No Change
-$1.59
Scientific Specialties $481.83 +$44.34
(2 inch meter)
+$1.32
-$0.32
+$49.66
+$1.36
-$1.73
+$29.50
j Rate/Revenue Change
j Single Family
■ 3 bedroom flat rate
j Average use (10 CCF)
Non -Residential
Scientific Specialties
(2 inch meter)
0
0
0
Current Proposed Proposed Proposed
2013 2014 2015 2016
3.0% 3.0% 3.0%
$43.05 +$1.29 +$1.33 +$1.37
$50.32 +$1.51 +$1.53 +$1.65
$430.50 +$12.92 +$13.25 +$13.75
1. Blue Shield
2. City of Lodi
3. Cottage Bakery
4. General Mills
5. Lodi Unified
6. Lodi Memorial
7. Lustre Cal
8. Pacific Coast Producers
9. Scientific Specialties
10. Target
11. Holiday Retirement
12. Wal mart
13. Safeway
14. Miller Packing
15. Lodi Card Room
16. Archer Daniels Midland
17. Armorstruxx
18. Costco
19. Cepheid
Water Capital Program
Water Meters and Replacements
Well Capital Maintenance
Financial System Replacement
Early Debt Retirement
Net Interest Savings
$ 23.5 million/4.5 years
$2.0 million/4.5 years
$0.53 million/2 years
$10 million (2020)
$5.2 million (2020 — 2040)
Wastewater Capital Program
Wastewater System Rehabilitation
White Slough Capital Maintenance
Land Application Conveyance &Storage
Storm NPDES Permit Improvements
Financial System Replacement
$4.5 million/4.5 years
$9.2 million/4.5 years
$9.5 million (2018/19)
$2.5 million/2.5 years
$0.53 million/2 years
Solid Waste Compactor Rates
Service
2 Cubic Yard Compactor
3 Cubic Yard Compactor
4 Cubic Yard Compactor
1 X Week 2X Week 3X Week 4X Week 5X Week
$290.35 $580.70 $871.05 $1,161.40$1,451.75
$358.76 $717.53 $1,076.29$1,435.05$1,793.81
$427.73 $855.45 $1,283.18$1,710.90$2,138.63
Option A — 80 % of CPI plus extraordinary increases in
landfill fees, fuel and energy
Option 6 — 100 % of CPI with certification that
operations costs increased by more than 100 % of CPI
-::s:sss:sss,
N --NI---
' 000000000.
r 00,04OM0400,
D l1P.St1(7
0
Current Proposed Proposed Proposed
2014 2014 2015 2016
2.5% 3.0% 3.0% 3.0%
Single Family
3/4 inch meter
$24.37 $23.26 $22.80 $21.65
Multi -Family & Non -Residential
1 inch meter $39.57 $37.38 $$36.26 $34.01
1 1/2 inch meter
$61.75 $64.08 $64.28 $64.62
2 inch meter
$77.15 $84.29 $94.17 $101.52
Water Examples
— Usage
Ratl,--.z
Current
Proposed
Proposed
Proposed
2014
2014
2015
2016
2.5%
2.5%
3.0%
3.0%
Single Family
Tier 1 (0 — 10 CCF)
$0.94
$0.94
$0.97
$0.99
Tier 2 (11 — 50 CCF)
$1.41
$1.35
$1.33
$1.27
Tier 3 (> 50 CCF)
$1.87 $1.76 $1.70 $1.59
Multi -Family & Non -Residential
All water usage $0.94 $1.00 $1.09 $1.14