HomeMy WebLinkAboutAgenda Report - April 27, 2004 B-01 PH/SMAGENDA ITEM 4 so r
&4a CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Public Hearing to Consider Adopting Resolution Adjusting Water, Sewer and
Refuse Rates and Charges
MEETING DATE: April 27, 2004
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council conduct a public hearing to consider adopting
a resolution adjusting water, wastewater and refuse rates.
BACKGROUND INFORMATION: Water and wastewater rates were last adjusted in 2001 to fund a major
infrastructure replacement program. Refuse rates are adjusted
annually. Increased costs, as described below, require another rate
increase in order to maintain the financial health of these enterprises.
Water
In 2003, the water purchase contract with the Woodbridge Irrigation District was approved. This contract,
which costs $1.2 million per year, began in the second quarter of this fiscal year. At the time of adoption, staff
indicated a rate increase would be necessary and planned to incorporate this action with discussion on how to
utilize this water. However, due to various workload and other delays, this discussion is not yet ready to
occur. Yet, the financial pressure on the water utility from this contract and the PCEITCE issue is such that a
rate increase should not be delayed.
The PCE/TCE issue will, at best, increase cash flow demands upon the water utility, assuming that all our
costs are reimbursed. "Worse" scenarios would include additional non -reimbursable legal, technical,
administrative and clean-up costs that we do not recover. Staff recommends that the rate adjustment include
an amount over the minimum needed for the water purchase. With this increase and some, hopefully
temporary, adjustments in the capital replacement program, the water utility should be able to function and
pay these costs until the results of the PCEITCE issue are known. Also, as directed by the City Council on
February 18, 2004, the in -lieu of taxes transfer to the general fund is being reduced from 12% to 9%, to make
the increase essentially revenue neutral to the General Fund.
The recommended rate increase is shown in Table A. This would increase the rate for a two-bedroom home
by $5.68 per month. Also as requested by the Council, presented in Table A are rates for various low-income
discount options. Note that the calculations and rates shown are based on the total bill. The billing, which
shows the replacement program separately, would show the entire increase in the water portion and the
replacement program amount would be unchanged.
Wastewater
The State -mandated White Slough Water Pollution Control Facility improvements are being funded through
certificates of participation which will increase annual debt service requirements by approximately $2 million.
In addition, operating costs witi increase with the additional improvements,
APPROVED:
CPublicHearing.doc 4/2212004
H. Dixoo Flynn, City Manager
Public Hearing to Consider Adopting Resolution Adjusting Water, Sewer and Refuse Rates and Charges
April 27, 2004
Page 2
Staff and our consultants are developing a cost and revenue model that brings these factors together and
presented a preliminary version to the City Council in October 2003. The model is still being refined as we
proceed on the 2004 financing, including analysis of required revenue/expense coverage ratios. The two
outstanding debts have different criteria on how coverage and "additional bonds test" are calculated and all
must be satisfied in order to issue the Phase 2 project COP's. Our financial consultants are recommending a
healthy coverage ratio rather than minimum levels in order to obtain the best possible interest rates. These
requirements, along with unavailability of the low-interest State Revolving Loan fund, are also driving up the
recommended rate increases.
The rate increase is still being refined and will be made available before the public hearing. The same
assumptions as in the water utility concerning the in -lieu transfer will be incorporated in the revenue model.
The existing rates are shown in Table B, which will be updated to show the proposed rates and discount
options similar to water in Table A.
In addition to wastewater service rates, the White Slough Water Pollution Control Facility improvements also
include capacity for future growth. Consistent with past practice, a portion of the costs have been allocated to
"growth", and, as described in the October 2003 shirtsleeve session, staff proposes to combine the "capacity"
fee, currently charged with building permits, into the wastewater impact mitigation fee (IMF) program. The
current capacity fee for a two-bedroom home is $2,099. The current wastewater IMF is $544/acre or $108.80,
assuming five homes per acre. The new combined fee, including the White Slough project increase, is
approximately $3,600 per two-bedroom home. Making these modifications will require changes to the City
Code, which will be presented at a later meeting.
At the February 18, 2004, City Council meeting, staff also discussed funding some PCE/TCE work in the
wastewater fund. Since the most likely costs involve the replacement of sewers (as has already been done at
one location) staff is not recommending an additional increase for PCE/TCE purposes since the revenue
model includes sufficient funds for these capital replacement projects as previously planned. (The locations,
however, might change.)
Low -Income Discount Program
The City's current discount for qualified low-income water and wastewater customers is 10%. These are
customers who are eligible for certain Social Security payments (SSI/SSP). Under a separate, later Council
item, staff is recommending that the eligibility criteria be broadened and made consistent with other electric
utility programs. However, that action does not include establishing the actual discount, which, if the
ordinance is approved, would be included in the rate resolution.
A 25% discount on both water and wastewater would largely negate the effects of the proposed rate
increases. The revenue impact at this percentage with the expanded eligibility criteria is estimated at roughly
$120,000 annually. Assuming the recommended ordinance is adopted, the discount rate would be set by
resolution.
Note that these discounts only apply to customers who pay their own bill for the applicable service. For rental
homes and apartments, practices among landlords can vary, so the user may not be able to receive all the
discounts.
Refuse
In 2002, Council adopted a resolution that approved set rate increases through 2005 beginning on April
1, 2002, at 1.5% per year. Along with the approved rate increase, Central Valley Waste Services is also
requesting an additional increase due to a recent landfill gate fee increase. Our contract with Central
Valley Waste Services states in Section 7, item g, that contractor may request and the City may grant
rate changes when the contractor incurs increased costs due to a change in landfill costs. Staff has
verified the figures and the resulting rates are shown in Table C.
CPublicHearing.doc 4/23/2004
Public Hearing to Consider Adopting Resolution Adjusting Water, Sewer and Refuse Rates and Charges
April 27, 2004
Page 3
The low-income discount issue for refuse is slightly different than in water/wastewater. The refuse rates
have included a separate category for low-income with separate eligibility criteria for over ten years, and,
over time, it was not always raised along with other rates. It only applies to two service levels (20 -gallon
and 38 -gallon)- Thus, the existing "discount" is far greater than 10%, as shown in Table C-1, category 6.
The criteria for this discount is "...less than $12,000 annual income for a single person...", with higher
limits for additional family members. The City's separate 10% discount for SSI/SSP recipients applies to
service categories 1 through 4. Staff proposes to eliminate category 6 as a separate rate class and apply
whatever discount the Council deems appropriate to all of the cart service categories (1 through 5). This
discount would be granted to customers who meet the eligibility criteria per the ordinance.
Proposition 218 required that the City provide a notice of the proposed rate schedule to all property
owners 45 days prior to holding the public hearing. This was accomplished on March 11, 2004, in
addition to a notice of public hearing which was published in the Lodi News Sentinel on April 7 and 14,
2004 (see certificate of mailing and publication following the staff report). In order for the increase to "not
take effect", a majority of the property owners are required to file opposition to the increase. Property
owners may file a written and signed protest against the proposed increases with the City Clerk at or
before the close of the public hearing. At the public hearing, Council shall hear all protests. The
City Clerk shall tabulate the protests and will certify the results to Council following the close of the public
hearing.
FUNDING: None needed.
QQ�4 I
Richard C. Prima,
Public Works Directo
RCP/pmf
Attachments
CPublicHea6rg.doc 412312004
Table A: Water Utility
20%
25%
Present Rate
May -04
Residential Flat Rate (per month):
14.59
$ 13.68
Single Family Unit (one bedroom)
$13.51
$18.24
(two bedrooms)
$16.22
$21.90
(three bedrooms)
$19.45
$26.26
(four bedrooms)
$23.36
$31.54
(five bedrooms)
$28.04
$37.85
(six bedrooms)
$33.64
$45.41
(seven bedrooms)
$40.35
$54.47
Multiple Family Unit (one bedroom)
$11.60
$15.66
(two bedrooms)
$13.91
$18.78
(three bedrooms)
$16.69
$22.53
$ 38.13
$ 14.09
+ 20% for ea. add'I. bedroom
Commercial/Industrial Flat Rate
(Existing accounts only. New accounts are metered.)
Metered Rate $0.524 per 100 cu. ft.
approx. $0.70 per 1,000 gallons
$11.43 %<" meter
$17.14 1" meter
$22.85 1'/z" meter
$28.58 2" meter
$40.00 3" meter
$51.43 4" meter
$74.29 6" meter
$97.16 8" meter
n/a 10" meter
varies add:
plus monthly base charge:
Construction Water Charges:
$0.524 per 100 cu. ft.
35%
$0.707
approx. $0.91 per 1,000 gallons
$15.43
$23.14
$30.85
$38.58
$54.00
$69.43
$100.29
$131.17
$162.04
$0.707
Discount Rates ft % Reduction Shown
10%
20%
25%
30%
$ 16.42
$
14.59
$ 13.68
$ 12.77
$ 19.71
$
17.52
$ 16.43
$ 15.33
$ 23.63
$
21.01
$ 19.70
$ 18.38
$ 28.39
$
25.23
$ 23.66
$ 22.08
$ 34.07
$
30.28
$ 28.39
$ 26.50
$ 40.87
$
36.33
$ 34.06
$ 31.79
$ 49.02
$
43.58
$ 40.85
$ 38.13
$ 14.09
$
12.53
$ 11.75
$ 10.96
$ 16.90
$
15.02
$ 14.09
$ 13.15
$ 20.28
$
18.02
$ 16.90
$ 15.77
Note: Charges are total, including infrastructure replacement charge, which will remain the same and increase will be shown in the service charge.
4/22/2004 2004Rates4-19-04.x1s
Table B: Wastewater Utility
Disposal to Storm Drain System (per MG)
Disposal to Industrial System)
$ 120.53 $ 150.66 $ 188.33
Rates adjusted annually per LMC §13,12,20
Note: Charges are total, including infrastructure replacement charge, which will remain the same and increase will be shown in the service charge.
4/22/2004 2004Rates4-19-04.xls
Present Rate
May -04
Jul -05
July
2005 Discount Rates (a)
% Reduction Shown
Disposal to Domestic System:
10%
20%
25%
30%
Residential (per month) 1 Bedroom
$
9.73
$
12.16
$
15.20
$
13.68
$ 12.16
$ 11.40
$
10.64
2 Bedrooms (basis for 1 Sewage Service Unit) (SSU)
$
12.97
$
16.21
$
20.26
$
18.23
$ 16.21
$ 15.20
$
14.18
3 Bedrooms
$
16.21
$
20.27
$
25.34
$
22.81
$ 20.27
$ 19.01
$
17.74
4 Bedrooms
$
19.46
$
24.33
$
30.41
$
27.37
$ 24.33
$ 22.81
$
21.29
5 Bedrooms
$
22.70
$
28.38
$
35.48
$
31.93
$ 28.38
$ 26.61
$
24.84
6 Bedrooms
$
25.94
$
32.43
$
40.54
$
36.49
$ 32.43
$ 30.41
$
28.38
7 Bedrooms
$
29.18
$
36.48
$
45.60
$
41.04
$ 36.48
$ 34.20
$
31.92
Moderate Strength (annual per SSU)
$
155.68
$
194.60
$
243.25
(Most commercial & industrial unless "high strength"
High strength user:
Flow (per MG, annual basis)
$
749.09
$
936.36
$
1,170.45
BOD (per 1,000 lbs., annual basis)
$
366.58
$
458.23
$
572.79
SS (per 1,000 lbs., annual basis)
$
299.66
$
374.58
$
468.23
Grease Interceptor and Septic Holding Tank Waste within City Limits
$
114.75
$
143.44
$
179.30
(per 1,000 gal.)
Septic (only) Holding Tank Waste Outside City Limits (per 1,000 gal.)
$
243.61
$
304.51
$
380.64
Disposal to Storm Drain System (per MG)
Disposal to Industrial System)
$ 120.53 $ 150.66 $ 188.33
Rates adjusted annually per LMC §13,12,20
Note: Charges are total, including infrastructure replacement charge, which will remain the same and increase will be shown in the service charge.
4/22/2004 2004Rates4-19-04.xls
Table C-1 - Solid Waste (Refuse)
Present Rate Discount Rates A- % Reduction Shown
Per Month May -04 10% 20% 25% 30%
1. 38 GALLON REFUSE CART 1X PER WEEK"
1 Refuse Cart
$19.12
$
19.64
$
17.68
$
15.71
$
14.73
$
13.75
2 Refuse Carts
$47.79
$
49.08
$
44.17
$
39.26
$
36.81
$
34.36
3 Refuse Carts
$76.46
$
78.52
$
70.67
$
62.82
$
58.89
$
54.96
4 Refuse Carts
$105.13
$
107.96
$
97.16
$
86.37
$
80.97
$
75.57
P�:i'tC7_1� 1107► fii► 4;j:l Z41A4 4:1A
1 Refuse Cart
$28.75
$
29.52
$
26.57
$ 23.62
$
22.14
$
20.66
2 Refuse Carts
$71.88
$
73.82
$
66.44
$ 59.06
$
55.37
$
51.67
3 Refuse Carts
$114.99
$
118.09
$
106.28
$ 94.47
$
88.57
$
82.66
3. 96 GALLON WASTE CART 1X PER WEEK"
1 Refuse Cart
$62.71
$
64.40
$
57.96
$ 51.52
$
48.30
$
45.08
2 Refuse Carts
$125.43
$
128.81
$
115.93
$ 103.05
$
96.61
$
90.17
3 Refuse Carts
$188.14
$
193.21
$
173.89
$ 154.57
$
144.91
$
135.25
4. DUPLEX AND MULTI -FAMILY, AND MOBILE HOMES
Monthly rate is reduced from above base rates ($1.00) ($1.00) ($1.00) ($1.00) ($1.00) ($1.00)
5. LOW VOLUME USER 1X PER WEEK
One (1) - 20 Gallon Low Volume Refuse Cart $13.01 $ 13.36 $ 12.02 $ 10.69 $ 10.02 $ 9.35
6. LOW INCOME USER 1X PER WEEK Delete Rate Category
20 Gallon Refuse Cart $8.24 n/a 37% existing rate discount
38 Gallon Refuse Cart $10.30 n/a 46% existing rate discount
7. ADDITIONAL 64 GALLON RECYCLING CARTS
Second and Third Recycling Cart No Additional Charge
Fourth and Each Additional Cart $10.30 $ 10.58
8. ADDITIONAL 96 GALLON YARD AND GARDEN CARTS
Second and Third Yard and Garden Cart No Additional Charge
Fourth and Each Additional Yard and Garden Car $10.30 $ 10.58
9. BACKYARD SERVICE""
Monthly service charge $10.77 $ 11.06
Qualified Disabled No Additional Charge
** Eligible for City Utility Discount Program
(Current 10% discount may be changed)
EXHIBIT C-2
CITY OF LODI
CONTAINER RATES
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31, 2005
Revised to reflect Landfill increase 1.176%
WEEKLY SERVICE - ONE (1) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
102.64
$
190.97
$
437.58
$ 789.70
$ 1,247.34
$
1,810.50
2
$
163.08
$
297.53
$
621.91
$ 1,072.93
$ 1,650.56
$
2,354.79
3
$
223.51
$
404.09
$
806.26
$ 1,356.16
$ 2,053.77
$
2,899.09
4
$
283.94
$
510.65
$
990.59
$ 1,639.36
$ 2,456.96
$
3,443.40
5
$
344.39
$
617.21
$
1,174.94
$ 1,922.59
$ 2,860.19
$
3,987.70
6
$
404.82
$
723.77
$
1,359.26
$ 2,205.82
$ 3,263.38
$
4,531.99
7
$
465.26
$
830.34
$
1,543.62
$ 2,489.04
$ 3,666.59
$
5,076.29
8
$
525.69
$
936.89
$
1,727.96
$ 2,772.25
$ 4,069.80
$
5,620.59
9
$
586.13
$
1,043.46
$
1,912.30
$ 3,055.49
$ 4,473.02
$
6,164.90
10
$
646.56
$
1,150.00
$
2,096.63
$ 3,338.70
$ 4,876.21
$
6,709.18
WEEKLY SERVICE - TWO (2) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
149.56
$
281.90
$ 583.35
$ 997.52
$ 1,524.41
$
2,164.03
2
$
254.00
$
473.63
$ 896.16
$ 1,453.99
$ 2,147.03
$
2,975.39
3
$
358.45
$
665.35
$ 1,209.00
$ 1,910.44
$ 2,769.68
$
3,786.75
4
$
462.89
$
857.10
$ 1,521.81
$ 2,366.87
$ 3,392.31
$
4,598.11
5
$
567.35
$
1,048.80
$ 1,834.63
$ 2,823.34
$ 4,014.95
$
5,409.48
6
$
671.80
$
1,240.54
$ 2,147.42
$ 3,279.80
$ 4,637.59
$
6,220.83
7
$
776.26
$
1,432.27
$ 2,460.27
$ 3,736.25
$ 5,260.21
$
7,032.19
8
$
880.70
$
1,624.01
$ 2,773.08
$ 4,192.70
$ 5,882.85
$
7,843.55
9
$
985.17
$
1,815.73
$ 3,085.91
$ 4,649.15
$ 6,504.78
$
8,654.90
10
$
1,089.61
$
2,007.44
$ 3,398.72
$ 5,105.60
$ 7,129.19
$
9,466.26
WEEKLY SERVICE - THREE (3) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
190.41
$
360.77
$ 700.21
$ 1,152.37
$ 1,717.27
$
2,394.88
2
$
335.72
$
631.35
$ 1,129.90
$ 1,763.69
$ 2,532.76
$
3,437.12
3
$
481.03
$
901.95
$ 1,559.58
$ 2,375.01
$ 3,348.27
$
4,479.33
4
$
626.32
$
1,172.52
$ 1,989.24
$ 2,986.32
$ 4,163.76
$
5,521.57
5
$
771.63
$
1,443.11
$ 2,418.92
$ 3,597.65
$ 4,979.28
$
6,563.77
6
$
916.96
$
1,713.69
$ 2,848.60
$ 4,208.95
$ 5,794.76
$
7,606.00
7
$
1,062.25
$
1,983.94
$ 3,278.28
$ 4,820.26
$ 6,610.24
$
8,648.23
8
$
1,207.57
$
2,254.85
$ 3,707.96
$ 5,431.59
$ 7,425.76
$
9,690.46
9
$
1,352.87
$
2,525.44
$ 4,137.64
$ 6,042.90
$ 8,241.25
$
10,732.67
10
$
1,498.19
$
2,796.03
$ 4,567.32
$ 6,654.22
$ 9,056.74
$
11,774.89
EXHIBIT C-3
CITY OF LODI
CONTAINER RATES
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31, 2005
Revised to reflect Landfill increase 1.176%
WEEKLY SERVICE - FOUR (4) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
231.27
$ 439.63
$ 817.08
$
1,307.26
$
1,910.15
$
2,625.77
2
$
417.45
$ 789.08
$ 1,363.62
$
2,073.43
$
2,918.51
$
3,898.86
3
$
603.62
$ 1,138.55
$ 1,910.17
$
2,839.63
$
3,926.88
$
5,171.95
4
$
789.80
$ 1,488.00
$ 2,456.72
$
3,605.81
$
4,935.25
$
6,445.05
5
$
975.96
$ 1,837.45
$ 3,003.27
$
4,372.00
$
5,943.63
$
7,718.15
6
$
1,162.15
$ 2,186.91
$ 3,549.83
$
5,138.19
$
6,951.99
$
8,991.24
7
$
1,348.33
$ 2,536.37
$ 4,096.38
$
5,904.38
$
7,960.36
$
10,264.35
8
$
1,534.52
$ 2,885.82
$ 4,642.93
$
6,670.56
$
8,968.73
$
11,537.44
9
$
1,720.69
$ 3,235.28
$ 5,189.47
$
7,436.77
$
9,977.11
$
12,810.53
10
$
1,906.87
$ 3,584.72
$ 5,736.02
$
8,202.92
$
10,985.48
$
14,083.64
WEEKLY SERVICE - FIVE (5) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
272.13
$ 518.51
$ 933.95
$
1,462.12
$
2,103.02
$
2,856.63
2
$
499.18
$ 946.81
$ 1,597.38
$
2,383.19
$
3,304.26
$
4,360.59
3
$
726.22
$ 1,375.15
$ 2,260.78
$
3,304.24
$
4,505.51
$
5,864.58
4
$
953.25
$ 1,803.47
$ 2,924.21
$
4,225.31
$
5,706.74
$
7,368.55
5
$
1,180.32
$ 2,231.80
$ 3,587.63
$
5,146.36
$
6,907.98
$
8,872.52
6
$
1,407.36
$ 2,660.12
$ 4,251.05
$
6,067.41
$
8,109.23
$
10,376.48
7
$
1,634.41
$ 3,088.44
$ 4,914.47
$
6,988.48
$
9,310.47
$
11,880.45
8
$
1,861.45
$ 3,516.77
$ 5,577.89
$
7,909.54
$
10,511.70
$
13,384.43
9
$
2,088.50
$ 3,945.09
$ 6,241.29
$
8,830.59
$
11,712.96
$
14,888.41
10
$
2,315.55
$ 4,373.41
$ 6,904.71
$
9,751.65
$
12,914.18
$
16,392.37
WEEKLY SERVICE - SIX (6) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
$
312.99
$ 597.35
$ 1,050.83
$
1,616.98
$
2,295.88
$
3,087.51
2
$
580.89
$ 1,104.55
$ 1,831.09
$
2,692.91
$
3,689.99
$
4,822.33
3
$
848.81
$ 1,611.72
$ 2,611.38
$
3,768.82
$
5,084.09
$
6,557.18
4
$
1,116.70
$ 2,118.90
$ 3,391.64
$
4,844.74
$
6,478.19
$
8,292.00
5
$
1,384.60
$ 2,626.07
$ 4,171.92
$
5,920.66
$
7,872.30
$
10,026.84
6
$
1,652.50
$ 3,133.28
$ 4,952.21
$
6,996.59
$
9,266.40
$
11,761.68
7
$
1,920.41
$ 3,640.46
$ 5,732.48
$
8,072.50
$
10,660.51
$
13,496.50
8
$
2,188.30
$ 4,147.64
$ 6,512.75
$
9,148.42
$
12,054.60
$
15,231.34
9
$
2,456.21
$ 4,654.82
$ 7,293.05
$
10,224.34
$
13,448.71
$
16,966.17
10
$
2,724.12
$ 5,162.00
$ 8,073.31
$
11,300.25
$
14,842.82
$
18,701.02
R IAFV Fn
CERTIFICATE OF MAILING
P 09
NOTICE OF PROPOSED INCREASES
TO MONTHLY WATER, SEWER AND REFUSE RATES AND
'I 1.a
i
Pamela Farris, Administrative Secretary of the Public Works Department
of the City of Lodi, under penalty of perjury, certify as follows:
That for and on behalf of the City Clerk of the City of Lodi, and on March
11, 2004, 1 caused to be mailed a Notice of Proposed Increases to Monthly
Water, Sewer and Refuse Rates and Charges to all persons owning real property
on which these rates and charges are imposed and as are shown on the last
equalized assessment roll of San Joaquin County (mailing list on file in the office
of the Public Works Department), a copy of which Notice is hereto attached and
n9arked Exhibit "A."
Executed on March 15, 2004.
ELA ARRIS
1.�xh bit
CITY OF LODI
2o[ice of Proposed Increases to Mouth!, f1%ller, Sewer and Refiese Rates and Charges
i-lieCity of Lodi proposes eo increase its monthly water, sewer and refirse rates and charges far residential.
commercial and .ndustr i rl users" It is currently proposed that the increases take effect beginning May 1, 2004.
The proposed charges are shown on the enclosed charts. in addition, all rates may be increased by an amount up
to thw rmc+,nt age mcrcase in the C;orimarter Price Index oil July 1, 2905, and each followhut; year as needed to pay
For increased costs ol" providing water, sewer and refuse setvices.
Proposition r 1 S requites that the City provide a notice of the proposed rate schedule to all property owners
ori -I-, f 55 days prior to holding a public hearing, In order for the increase to "not take effect", a majority of
the p opera 0"niers (not renters) are required to file opposition to the increase.
.'totem% os4 i.ers may til" a written and signed protest a"ainst the proposed increases with the City Clerk at or
bei sr die of the, public hearmu A protest roust contain a description of the property owned sufficient to
,maty the property_ (The address or assessor's parcel number shown on this mailing is sufficient.) If you osvn
mo-, than one parcel, you may file a single protest but it must identify each parcel you own. If the name on the
i ntc t; pro. st is net shown on the last equalized assessment roll of San Joaquin County as the owner of the
outer cm, 'lie .Unca of thQ protest must also submit written evidence of ownership. At the public hcaruig, Council
shall (near all biotests and tabulate the ballots. The ballots in this case are written protests against tale increases.
WrinGn pion ,ts may be nraded to: City of Lodi
Ann: City Clerk
P.G. Box 3006
Loch, CA 95241-1910
Written protests may also be delivered in person to the City Clerk, 221 West Pine Street, Lodi, California, or it the
Public [hearing.
he Um Council whir [told a public hearing on else proposed increases on Tuesday, April 27, 2004, at 7:09 p.m., or
as soon tw ea ter as the matter may be heard, in the City Council Chambers at the Camegie Forum,
05 `.Vest Pine. Strcci, Lodi, California.
Hie rate increases are beim„ proposed it,, order to provide sufficient revenue to pay costs of the City's water and
sc uW S JJtC.Mb and refuse. franchise agreement; specifically;
® ater to provide umdum, for purchase ()[Surface water to reduce groundwater overdraft, system replacement
acrd iEnp:overnients, operations and niaintcnance and administrative and legal expenses related to the water
csten:_ "Che propos'u' fiat rates far each classification of property are determined by the estimated cost of
Ixcsid i seater service to customers in that classification based upon the water use characteristics of such
plop—}�_ The proposed uncle e i rates are determined by increasing each classification the same percentage
iucrti�a:e as tine residential.
o Sever to arovide finding for inrprovennents to the wastewater treatment Facility to meet State dischar'le
vgsirc r u s, system replacenwia and improvements, operations and maintenance, and administrative and
rah evpen+ s re!atcd to the wastewater System. The proposed flat rates for each classification of property are
cretemnned by the estimated cost of pros idutg wastewater collection and treatment service to customers in
that cfaxifiCe ion; based upot the wast"sv�at r "�neratiott characteristics of such property.
Refuse - to provide landing for refuse collection and disposal and related expenses per the City's franchise
=reeri �a, including increased fees for handful disposal The proposed flat testes for each classification of
p open v are determined by the estimated cost of providing refuse collection and disposal service to customers
drat wiv ice eiassi [canon based upon the volume and frequency of service to the property.
he aboee d"iniistra i ze expenses include all direct and indirect costs related to the services described.
u sixu h; ivQ ti, questions aboet this notice, pies se call tine Public Works Department at 333-6706 between
' 00 s,io,and 5 00 p.ni., Monday through Friday.
Dated fC"'vc...r g �2-004__
C.Ip�C'ity of L di K��
7631]6 1
iaEsl� �F ihl�t�r �ltili4y
Residents! Flat Rate (per month):
Single Farnfly unit (one bedroom)
(two bedrooms)
{three be, -moms,
(four bedrooms)
;five bedroomS)
(Six beQrCem9)
(Seven bedrooms,
M1.UbpIc Family i; slit (one b,dro,mn
(a -O bedroom )
(three becrooms)
Cory,;nerc�aliinduslrml Flat Rat_.
Present Rate
(cxisbng accounts only. New accounts are metered.)
`::Ltarad Rate
Pius monthly base charge::
$13.51
$16.22
519.45
523.36
$28.04
$33.64
$40 35
$11.60
S131
S 16.59
vanes add-
S0..524
per 100 Cu ft.
approx. $0.70 per 1,000 gallons
511.43
v4' meter
S17.14
i,meter
522.85
1'h" meter
528.58
2" meter
$40.00
3" meter
SSI 43
4" sister
$74.29
6" meter
$97'16
8" meter
nra
10" meter
May O4
$1824
$21.90
S26.26
$31.54
$37.85
$45.4 i
S54.47
S15 66
S13.78
S22.53
* 20'o for ea- add 1, bedroom
354'0
50.707
approx. $0.91 per 1,000 gallons
$15.43
523.14
530,85
$38.58
$54.00
$669.43
S 1 oo.29
$131.17
$162.04
Table B: wastewater Utility
S
936.36
S
1,170,15
366.58
S
Citsposal to Doinesurc System:Present
S
Rate
29966
MAX:04
37458
�LUI �0,9
Resioenbai (per mors,)
I Bedroom
$ 9.73
S
S
179,30
2 Bedrooms (basis for I Sewage Service
Unit) (SSU)
S 12.97
12 .16
S
15,20
$
16.21
S
20,26
3 Bedrooms
s 166.21
S
20.29
S
25,36
4 Bedrooms
S 19.47
$
24.3-1
S
30,43
5 Bedrooms
S 22.71
S
28.39
S
35,49
6 Bedrooms
S 2?.95
S
32,44
S
40,55
7 Bedrooms
5 29,20
S
38.50
S
45.63
MC,derate Strength (annual per SSU)
IOSt COMMe1C1af & indusUiai unless"high
H,g', Slrengin usD(:
F[ -,,,v (Der NIG anr,ao basis)
SOD ;per 1,000 lbs., annual basis) S
SS (per 1,o00b-s , annual basis)
G,easz intercept,, ono Septic^t=Irng Tank Vasco
orrdhO City Limits {per 1.600 gala
SePt'C (Ordy) Hok,';Ir; Tank Vase OrjtsiC- City Limit,
DISDC)sal to Storni Drain System fpe, hIG)
DiSuosa' to li'Custrlai SYSMMA basis)
ROW )per Mc,' annual Doors)
SOD (Per 1 pvPQ t)5- annual basis)
155,53 S 194,60 S 24125
749,09
S
936.36
S
1,170,15
366.58
S
458.23
S
572,79
29966
S
37458
S
468.23
1114 75
$
143A4
S
179,30
213-6; 5 30651 S 784.54
S 120,53 S 150.66 S 188.33
33.56 S 41,95 S 52.44
Eligible for City Utility Discount Program
ruurrenk 10% discount may be Qhangaed
Applies to Single Family Dwellings Only
Present Rate
-18 _GALLON REFUSE CART IX PER WEEK'
Per Month
MRX-04
I Refuse Cart
2 Refuse Carts
$19A2 S
19,64
3 Refuse Carts
$47,79 S
49,08
4 Refuse Carts
$76,46 S
78,52
$105,13 S
107.96
Erb GALLON CART 1X PER WEEK -
1 Refuse Cla-t
1
S28.75 S
29,52
2 Refuse Carts
571,88 S
73.82
3 Refuse Carts
5114,99 3
118.09
_2LbGALLON WASTE _DART IX_PER WEEK
Refuse Cart,
562,7I S
644()
2 Refuse Cairs
S-125,43 S
128�81
3 Refuse Cans
$188.14 S
19121
, Ionth[r rWe is reduced from above base rates (51.00)
(51 .00)
LOW VOLUME USER 1X PER WEEK -1
20 Gallon Low Volume Refuse Cart
51101 S
13,36
-L_O',N INCOME USER 1X PER WEEKII,'
20 Gallon Refuse Cart
31, Gallon Refr,so Curr
58.24
510,30
n/a
n/a
ADDITIONAL 64 GALLON RECYCLING CARTS
Second and Third Recychng Cart,
No Additional Charge
For,01-1 and Each Additional Cart
$10,30 $
10,58
A�Q.QITIONAL 96 gALLON YARD AND GARDEN
CARTS
Second and Third Yard and Garden Cart
No Additional Charge
Fourth and Each Additional Yard and Garden Car
$10.30 S
10.58
BACK YARD SERVICE",
Monthly service charge
S1Q77 S
11.06
Duain'red Disaoled
No Additional Charge
Eligible for City Utility Discount Program
ruurrenk 10% discount may be Qhangaed
Applies to Single Family Dwellings Only
WEEKLY SERVICE - CNEJLgUBEC YARD CONTAINER
#OF
CONTAINERS 1 XWK 2XWK 3XWK 4 X WK 5 X WK 6 X WK
S
1102,64
S
190.97
S
437.58
5
789.70
S
1,2-7,34
S
1,810.50
2 S
163,081
S
297,53
5
621,91
S
1,07293
S
1,630-56
S
2,35, 73
3 S
223,51
S
40409
S
806,26
S
1,356.18
S
2,05177
S
2,899.03
S
283,94
S
510-65
S
990,59
S
1,639,3o
S
2,456 96
S
3,441 -40)
S
3-1, 39
S
617.21
S
1,174.9=
S
1,922 59
S
2,800-19
5
3,937.7E
S
404.82
S
723,77
S
1,359 25
S
2,20582
S
3.253-38
S
4.531.99
7 5
465.26
S
830.34
S
1,543 62
S
2,409 0-1
S
3,656 59
S
5,070 22
8 S
1525 69
S
936 89
S
1,727,96
S
2,772,25
S
4,Co9 80
S
5,620 5 �
I -S
586 13
S
",043.46
S
1,912 30
S
3,05549
S
11 ,473,02
S
6,15-190
3 S
613.56
S
1,450.00
S
2,096 63
S
3,338 70
S
-,876 21
S
"0.709.1,.
WEEKLY SERVICE -TWO (21 CUBIC YARD CONTAINER
d# OF
CONTAINERS I XWK 2XWK 3 X WK 4XWK 5XWK 6 X WK
S 149.56 S 281,90 S 583,35 S 997,52 S 1,524.41 S 2,164,03
2 S
254.00
S
473,63
S
896.15
S
1,453 99
S
2,147.03
S
2,975 39
3 S
358.45
S
665,35
S
1,209.49
S
1,910.44
S
2,769.68
S
3,788,75
4 S
462,89
S
857.10
S
1,521.81
5
2,366,87
S
3,392,31
S
4,598 11
5 S
567,35
S
1,048.80
S
1,834,63
S
2323.34
S
4,014,95
S
5.409 48
6 S
671.80
5
1,240.5"
S
2,147.42
S
3,279.80
S
4,637.59
S
6,220 83
7 S
776,26
S
1,432.27
S
2,4,30.27
S
3,736,25
S
5,23011
S
7,032,19
80.
8 8 ') 1,
S
1,624.01
S
2,773.08
S
4,192,70
S
5,882 015
S
7,843 55
S 2,796,03
983,17
S
1,815,73
S
3,085,91
S
4,61'9.15
5
6.504,78
S
8.65»_90
-'o 5
1,089.6"=
S
2,007.44
S
3,398 72
5
5,105.60
S
7,129 19
S
9,4166 25
WEEKLY SERVICE -THRE Q'I CUBIC YARD CONTAINER
9 OF
CONTAINERS I XWK 2 XWK 3XWK 4XWK 5XWK 6XWK
1
5
190,41
S 380,77
S 700.21
S 1,152,37
S 1,717,27
S
2,394,88
2
S
3115.72
S 631.35
S 1,129 90
$ 1,783,69
5 2,532,76
S
3,43T 12
3
S
431,03
S 901.95
S 1,559.58
S 2,375.01
S 3,3-18,27
S
4,47933
4
S
626.32
S 1,172,52
S 1,989,24
S 2,986,32
S 4,163,76
S
5,521,57
S
771,63
S 1,44111
S 2,418.92
S 3,597.65
S 4,979,23
S
6,56377
5
916.96
$ 1,713.69
$ 2,848.60
$ 4,208,95
S 5,794.76
S
7,60000
S
1,062,25
S 1,933,94
S 3,278,28
5 4,820,26
S 6,610,24
S
8,648,23
8
S
1,207.57
S 2,254.85
S 3,707.96
S 5,431.59
S 7,425,76
S
9.690,45
9
S
1,352,87
S 2,525,44
S 4,137,64
S 6,042.90
S 8,241,25
S
10,73267
10
S
1,49819
S 2,796,03
S 4,567,32
S 6,654.22
S 9,056,74
S
11,774 89
WEEKLY SERVICE - FOUR E41 CUBIC YARD CONTAINER
OF
CONTAINERS 1 XWK 2XWK 3XWK. 4XWK 5XWK 6 X WK
i S 231,27 S 439,63 S 817.08 S 1,307,26 S 1,910 15 S 2.62377
2 S 4 17 45 S 739.03 S 1,363.62 S 2,073,43 S 2,918 51 S 3,898 36
3 S 603,62 S �,138,55 S 1,910,17 S 2,839,63 S 3,926-83 S 5.171 95
S 739-80 S 1,488 -OC} 5 2,456,72 S 3,605,81 S 4,935 25 S 6.445 O;
S 97596 S 1,837,40 S 3,003 27 S 14,372,00 S 5,5-3 63 S 7,713
162', 15 S 2,186,91 S 3,549.83 S 5.138.19 S a,951,99 S 8,991 2
7S 1,346.33 S 2,536,37 S 4409,3 33 5 5.901,38 S 7,950 33 S 10.234 15
S 1,534-52 S 2,885 82 S 1,642.93 S 6,670 56 S 8,968,73 S 11,537 44'
9 S 1,720,69 S 3,235 28 S 5,189 47 S 7,436.77 S 9,977 11 S 12.8!0
2,8!0 53
S 1,906 87 S 3,534 72 S 5.738.02 S 8,20292 S 10,985 43 S 14,083 6-
WFEKLY SERVICE - FIV ' I CUBIC YARD CONTAINER
9 OF
CONTAINERS I X WK 2 X WK 3XWK 4XWK 5XWK 6XWK
I
S
272.13
S
5!8,51
S
933,95
S
1,462.12
S
2,103.02
S
2,856 63
2
5
4991.18
S
946.81
S
1,597.38
S
2,383,19
S
3,304.26
S
4,360,59
3
S
726.22
S
1„375.15
S
2,260.73
5
3,30-1 24
S
4,505.51
S
5,834.53
5,920.66
S
953.25
S
1,80347
S
2,924,21
S
4,225,31
S
5,706.74
S
7,368-55
9,266,40
S
1,18032
S
2,231.8'0
3
3,587.63
S
5,145,36
S
6,907.98
S
8,872 52
13,496 50
S
1,407.36
S
2,660,12
5
4,251 .05
5
6,067.41
S
8,109,23
S
10,370.43
7
S
1,634,41
S
3,088 411
S
4,914.47
S
6,98848
S
9,310.47
$
11,830 45
8
S
1,861,45
S
3,516,77
S
5,577.89
S
7,909,54
S
10,511,70
$
13,334,43
5
2,038 50
S
3,945,09
S
6,24129
S
8,830.59
S
11,712,96
S
14,833,41
10
---
2315-55
S
4,373 41
S
6,90471
S
9,751,65
S
12,914 13
S
16',392.37
-VVEE!SLY SERVICE - 51X (6 jq_USJC YARD CONTAINER
9 OF
CONTAINERS I X WK 2 X WK 3 X WK 4 X WK 5XWK 6 X WK
S 312,99 S 597 39, S 1,05083 S 1,"016.98 S 2,295.88 S 3,037,51
2
S
580,89
S 1,104,55
S 1,831.09
S
2,692.91
S
3,689.99
3
4,822,33
S
848,81
S 1,611 72
5 2,611,38
S
3,768.82
S
5,084.09
S
6,557 18
S
1,116,70
S 2,11890
S 3,391,64
S
4,844.74
S
6,478.19
S
8.292,00
S
11,3811,60
S 2,626,07
S 4,171,92
S
5,920.66
S
7,872,30
S
10,025 84'
6
S
1,652.50
S 3,133.28
S 4,952,21
S
6,996.59
S
9,266,40
S
11,75-, .68
S
1,920.41
S 3,640.46
S 5,732.48
S
8,072,50
S
10,660,51
S
13,496 50
a
$
2,188 30
S 4,147.64
S 6,512.75
S
9,148,42
S
12,054.60
S
15,231.34
11
j
S
2,456.21
S 4,654.82
S 7,293.05
1
S
10224,34
S
13,448,71
S
16,966.17
0
S
2,724,12
5 5,162,00
S 8,07131
$
11 ,300,25
S
14,842,82
S
18,701 02
wjgfll�
RATES
PERMANENT HIGH FREQUENCY ROLLQFF RATES
1 and Fick -up Charge Per Box S 136 1,7
2 ',Veiyhed Tons Disposed,Box X Processing Change S 30 36
3 Franchise Fee (4.8% of 1,2) S
1 OTAL BILL 0 +2,3)
ONE-TIME TEMPORARY USER ROLL -OFF RATES
-, Drop/orf/Pick-up Charge Per Box S 172 81
2 Tons Disixosed;Box X Processing Charge S 30,33
(Average of five (5) tons charged per Box)
Franchise Fee (4.8% of 1+2) S -
TOTAL BiLL (1+2-3)
CERTIFICATE OF MAILING
MAR 15 2004
CITY OF LODE
I Angela M. Land, ol'Pee-Sort Center of Stockton, Inc., hereby declare that on the
following; date (s), we processed and mailed statements for CITY OFLODI. as follows;
DALEL QUANTITY
N -larch I I , 2004 19,387 (Public Works)
TOTAL 18,387
3 By: I( Date:
Ani hi I Lund
PROOF OF PUBLICATION
(2015.5 C.C,C.P.)
STATE OF CALIFORNIA
County of San Joaquin
I am a citizen of the United States and a resident
of the County aforesaid: I am over the age of
eighteen years and not a party to or interested
in the above entitled matter. I am the principal
clerk of the printer of the Lodi News -Sentinel, a
newspaper of general circulation, printed and
published daily except Sundays and holidays, in
the City of Lodi, California, County of San Joaquin
and which newspaper had been adjudicated a
newspaper of general circulation by the Superior
Court, Department 3, of the County of San Joaquin,
State of California, under the date of May 26th,
1953• Case Number 65990; that the notice of which
the annexed is a printed copy (set in type not
smaller than non-pareil) has been published in
each regular and entire issue of said newspaper
and not in any supplement thereto on the following
dates to -wit:
April 7th, 14th
all in the year 2004.
I certify (or declare) under the penalty of perjury
that the foregoing is true and correct.
Dated at Lodi, California, this 14th day of
April, 004
........................................................
Signature
PR0FP.Sl JrS
This space is for the ed hrt UWYI& Ning Stamp
2004 APR 20 AM 9: 57
CITY CLEPK
CITY OF LODI
Proof of Publication of
Notice of Proposed Increases
City of Lodi
Monthly Water, Sewer and Refuse Rates and Changes
CITY OF LODI
Notice of Proposed Increases to Monthly Water, Sewer and Refuse Rates and Charges
The City of Lodi proposes to increase its monthly water, sewer and refuse rates and charges
for residential, commercial and Industrial us ns it is currently proposed that the increases
take effect beginning May 1, 2004. The proposeerd charges are shown on the enclosed charts.
In addition, all rates may be Increased by an amount up to the percentage increase in the
Consumer Price Index. on July 1, 2005, and each following year as needed to pay for
Increased costs of providing water, sewer and refuse services.
Proposition 218 requires that the City provide a notice of the proposed rate schedule to all
property owners forty-five (45) days prior to holding a public hearing. In order for the increase
to 'not lake effect;' a majority of the property owners (not renters) are required to file oppo-
sition to the increase.
Property owners may file a written and signed protest against the proposed increases with
the City Clerk at or before the close of the public hearing. A protest must contain a descrilf-
tion of the property owned sufficient to identify the property. (The address or assessor's par-
cel number shown on this mailing is sufficient.) If you own more than one parcel, you may
file a single protest but it must identify each parcel you own. 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, the signer of the protest must also submit written evidence of ownership. At the
public hearing, Council shall hear all protests and tabulate the ballots. The ballots in this case
are written protests against the increases.
Written protests may be mailed to:
CRY of Lodi
Atm: CIN Clerk
P.O. Box 3006...
Lodi, CA 95241-1910
Written protests may also be delivered in person to the City Clerk, 221 West Pine Street,
Lodi, California, or at the public hearing.
The City Council will hold a public hearing on the proposed increases on Tuesday, April 27,
2004, at 7:00 p.m., or as soon thereafter as the matter may be heard, in the City Council
Chambers at the Carnegie Forum; 305 West Pine Street, Lodi, California.
At said hearing, any person interested, including any person owning property in the City, may
be heard as to whether said charges are discriminatory or excessive, or will net be sufficient
under Government Code section 54515, or will not comply with the provisions or covenants
of any outstanding revenue bonds of the City payable from the re anues Pan 1 f the respectiThvee
enterprise, or will not comply with me provisions of Title 5, Ol
.Revenue Bond Law" of the Government Code, or on any other matter related to the pro-
posed charges or their method of adoption.
The rate Increases are being proposed in order to provide sufficient revenue to pay costs of
the City's water and sewer systems and refuse franchise agreement; specifically:
• Water—to provide funding for purchase of surface water to reduce groundwater overdraft,
system replacement and improvements, operations and maintenance and administrative and
legal expenses related to the water system. The proposed flat rates for each classification of
property are determined by the estimated cost of providing water service to customers in that
classification based upon the water use. characteristics of such property. The proposed
metered rates are determined by increasing each classification the same percentage
increase as the residential
• Sewer — to provide funding for improvements to the wastewater treatment facility to meet
State discharge requirements, system replacement and improvements, operations and
maintenance, and administrative and legal expenses related to the wastewater system. The
proposed flat rates for each classification of property are determined by
the estimated cost
of providing wastewater collection and treatment service to customers in that classification
based upon the wastewater generation characteristics of such propedy.
Lodi News Sentinel
Newspaper publication
Legal Ad -- Public Hearing Notice
(attached as Exhibit A)
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
WEDNESDAY,qUBJE�9T., NOTICE OF PROPOSED INCREASES TO MONTHLY WATER, SEWER, AND REFUSE
RATES AND CHARGES
LEGAL AD'
PUBLISH DATE� WEDNESDAY, APRIL 7, 2004
TEAR SHEETS WANTED; Thge� f81 ul�ase
SEND AFFIDAVIT AND BILL TO: SUSAN BLACKSTON, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, APRIL 1, 2004
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
PATRICIA OCHOA
ADMINISTRATIVE CLERK
J NIFER PERRIN, CMC
DEPUTY CITY CLERK
i' iii ews -20222'20
f
Ffted to the Sentinel at 369.1084 at __ (time) on _��� (date) � D
LNS Phoned to confirm receipt of aN pages at _(rime) __Jac .___Tricia
terns\ad, nsAov
EXHIBIT A
Public Hearing Notice
CITY OFLODI Published April. 7 & 14, 2004
,y,ice rfPr sed htcreases ra IontLly !Later, Sewer and Reftase Rates and Charges
' Ise City o1 Lodi proposes to increase its monthly water, sewer and refuse rates and charges for residential,
coollneres.l asst Indus°.Tial Users. It is currently proposed that the increases take effect beginning May 1, 2004,
The proposed charges are shown on the enclosed charts. In addition, all rates may be increased by an amount up
t< the percemage increase in the C6nsunle1- Price Index on July 1, 2005, and each following year as needed to pay
ibr Increased costs of providing water, sewer and refuse services.
Proposition 21 a requires that the City provide a notice of tine proposed rate schedule to all property owners
torte -five (45) days prior to holding a public hearing. In order for the increase to "not take effect", a majority of
the propertl, owners (not rea rm) are required to file opposition to the increase.
Property owuc rs may file a written and signed protest against the proposed increases with the City Clerk at or
Ia tore the c.ose of the public hearing..A protcst must contain a description of tlne property owned sufficient io
Identify the property, (The address or assessor's parcel number shown on this mailing is sufficient.) IfYOU own
mote thai� one parccl, vol, may file it single protest but it must identify each parcel you own. If the name on the
written pro -gat is not shoved on the fast equalized assessment tall of San Joaquin County as Elie owner ortbe
roperty, the signer of the protest must also submit written evidence of ownership. At the public hearing, Council
staall (near all pr of sts and tabulate the ballots. The ballots in this case are written protests against the increases.
Written proresis may be Unaided to: City of Lodi
Attn: City -Clerk
P.0box 3006
Lodi, CA 95241-1910
Written protests may also be delivered in person to the City Clerk, 221 West Fine Street, Lodi, California, or at the
public hearing,
The City Council will hold a public hearing on the proposed increases on `Tuesday, April 27, 2004, at 7:00 p.m., or
as soon thereafter as the matter may be heard, in the City Council Chambers at the Carnegie Forum,
305 West Fine Street, Lodi, Caliionnia.
It said hem -ng, any person interested, including any person owning property in the City, may be heard as to
fieit.ersatd Orarges are discriminatory or excessive, or will not be sufficient under Govertnnent Code section
54515, m wil! not comply with the provisions or covenants of any outstanding revenue bonds of the City payable
iiom the I-vemws of the respective enterprise, or will not comply with the provisions o€Titie 5, Division 2, fart I,
Chapter 5 ' Flie Revenue Bond Law" of the Government Code, or on any other matter related to the proposed
charges m !heir method of' adoption.
The rate increases are being proposed iu order to provide sufficient revenue to pay costs of the City's water and
Sewer systems and refuse franchise agreement; specifically:
Water - to provide finding for purchase of sureace water to reduce groundwater overdraft, system replacement
and innprovements, operations and maintenance and administrative and legal expenses related to the water
system Fhe proposed flat rates for each classification of property are determined by the estimated cost of
providing water service to customers in that classification based upon the water use characteristics of such
htoperty. The proposed metered rates are determined by increasing each classification the same percentage
increase as the residential,
Sdcwcr- to provide funding for improvetucnts to the wastewater treatment facility to meet State discharge
regniraments, system replacement and improvements, operations and maintenance, and administrative and
legal expenses related to the wastewater system. The proposed flat rates for each classification of property are
determined by the estimated cost of providing wastewater collection and treatment service to customers in
dnai classification based upon the wastewater generation characteristics of such property,
a Refuse — to provide fmnding tbi refuse collection and disposal and related expenses per the City's franchise
agrecn ent, including increased fees for landfill disposal, The proposed Etat totes for each classification of
property are determined by the estimated cost of providing refuse collection and disposal service to customers
m that service classification based upon the voiumc and frequency of service to the property.
7611 16n;
The above administrative expenses include all direct and indirect costs related to the services described.
1( you havo any questions about this notice, please call the Public Works Department at 333-6706 between
8:00 ami. and 5.00 p.m, Monday through Friday.
St!SAN J. BLACKSTON
CITY CLERK, C.tTY OF LOD:
Published: April 7 and 14„ 2004
76, i r 1
(PROPOSED)
Resolution No. 2004 -
RESOLUTION OF THE COUNCIL, OFTHE CITE' OF LOIDI ESTABLISHING
WATER SUPPLY. WASTEWATER DISPOSAL AND REFUSE COLLECTION
SERVICE RATES
WHEREAS, the Council of the City of Lodi finds as follows:
1. The City of Lodi provides water supply, wastewater disposal, and refuse collection
setviees ro its citizens;
2. The City charges customers of these utilities a charge to fund the on-going operation
and maintenance of ilnc water supply, wastewater disposal, and refuse collection services;
_t. The City Public Works Director and staff have prepared a plan outlining the costs of
operating these utilities, and the City Public Works Director has recommended increases to tine
current water, wastewater disposal, and refuse collection rates;
4. The Council directed that notice of a hearing thereon be given to the property
owners in the City, with such notice to include, among other matters, the information required
to be included pursuant to California law;
5. Such notice Inas been mailed to those property owners, at least 45 days before the
hearing, as evidenced by a Certificate of Mailing on file with the City Cleric;
d. The Council also directed that notice of a hearing thereon be given with such notice
to include the information required to be included pursuant to Government Code
section 4_354.5;
r, Such notice has been published once each week for two weeks, in accordance with
Government Code section 54354.5, in the Lodi News -Sentinel as evidenced by Proofs of
publication on file with the City Clerk;
S. On April 27, 2004 the City Council conducted said public hearing at which time the
City Council heard all objections and protests to the proposed increased rates;
). Written protests against the proposed increased rates were not presented by a majority
of the property owners; and
I O. The proposed water, wastewater disposal, and refuse collection service rates are not
discriminatory or excessive, are sufficient under Government Code section 54515, comply with
[he provism ns or covenants of any outstanding revenue bonds of the City payable from the
763[112
revenues of the respective enterprise, comply with the provisions of Title 5, Division 2, Chapter
G of the Government Code, and are in compliance with all other applicable law.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Lodi, that
Section 1, Recitals, The foregoing recitals are true and correct.
Section 2. Lev of Charges. Pursuant to Sections 13.08.010, 13.12.240, and
23.16.! 10 ofthe Lodi Municipal Code, the increased water, wastewater disposal, and refuse
collection service rates as attached hereto as Exhibits "A, B & C" are hereby approved.
,`lection 3. Sl)se�LL[et Adjustments. The rates shown in Exhibits A, B, & C may
be adjusted periodically by resolution in an amount not to exceed the percentage change in the
Consumer Price Index since the previous adjustment. The index used shall be the unadjusted
Sau I'mneis o — All Urban Consumers Index as published by the United States Bureau of Labor
SLuistics or other index as approved by the City Council by resolution.
ey
Section 4.
date of its passage.
763111.2
Effective Date. This resolution shall take effect from and after the
table A; Water tlt!lit
per 100 cu. fl,
approx. U.70
per 1,000 gallons
Present Rate
pwtav-b4
Residential Fiat Rats, {Per monNj_
1"meter
$22.85
Siegle Family Unit (one bedroom)
$13.51
$16,24
(two bedrooms)
$16.22
$21,90
(three bedrooms)
$19.45
526.26
(sour bedrooms)
$23.36
, - $31.54
(five bedrooms)
$2(1.04
$37.85
(;Ix bed€oomsl
$33.64
$45.41
(seven bedrooms)
$40.35
$54.47
Multiple Family Unit (one bedroom)
$11.60
$15.66
(two bedrooms)
513.31
518.78
phree ttedrooms7
$16.69
$22.53
20% roe ea, add`]. bedroom
Gemmae clail6:dua4rla( Flat Rate
(Existing acconres only. Now acernmis are metered.}
Metered Rafe
i®s monthly base charge:
varies add:
$0.524
per 100 cu. fl,
approx. U.70
per 1,000 gallons
611.43
'/." meter
$17.141
1"meter
$22.85
1;9" reeler
$26.50
2" meter
$40M
Y meter
$51.43
4" meter
$74.29
6' meter
$97.16
8" meter
nla
10' meter
35%
50.107
approx. 50.91 per 1,000 gallons
$15.43
523.14
$30.65
$38.58
354.00
$69.43
$100.29
$131.17
$162,04
Table B: Wastewater Utility
Present Rate
May -04
Jul -05
Disposal to Domestic System:
Residential (pts morin) 1 Bodro rn
$
9.73
$
;2,76
$
95.20
2 tmdrooms (basis for 1 Sewage Semce Und) (SSU)
$
12.97
$
16.25
$
20.26
3 Bedrooms
$
56,23
$
20.29
$
25.36
4 Bedrooms
$
99.47
$
24.34
$
30.43
5 Bedrooms
$
22.79
$
28.39
$
35,49
6 Bedrooms
$
25.95
$
32,44
$
40.55
7 Bedrooms
$
29.20
$
36.50
$
45.63
Mcberate Strength (annual per SSU)
$
155.58
$
194.60
$
243.25
(Mast commercial 3 industrial unless pign stre^oin"
High shongth user=
Flew ;per NIG, annual basis)
$
749.Q9
$
936.36
$
1,170.45
130D (per 1,000 Rw , annual basis)
$
366.58
$
458.23
$
572.79
SS (per 1,000 ins , annual hasis}
$
299.66
$
37458
$
468.23
Grease Interceptor and Septic Holding Tank Vilaste within
$
114,75
$
143.44
$
179.30
City Limits (per 1,000 gat.;
Septic (oNyj Holding Tank blasts Outside City Limits (per
$
243.61
$
30451
$
380.64
Disposal to Storm Dain System (per MG)
$
120.53
$
150.66
$
188.33
Disposal to Industrial System)
Year 2000
rates shown
below.
Actual rates adjusted annually
Flow (per MG, annual -`basis)
$
954.30
per LMC §53.12.20
BOD (per 1,000 $s., annual basis)
$
33.56
jableg-1 -Solid ffasle Refine�
Eligible for City Utility Discount Program
(Current 10% discount may be changaed
Applies to Single Family Dwellings Only
Present Ratti
Per Month
Mqy-04
L 311 GAILtON REFUSE CART 1X PER KVEEK**
1 Refuse Car'
$19.12 $
19.64
2 R0fUSo Carts
$47.79 $
49,08
3 Refuse, Carts
$76.46 $
78,52
4 Refuse Carts
$1.05.13 $
107.96
2__.£LI:ALL gN_F3EEUSE REFUSE CART 1XPER MEEK—
I Refuse Cart
$28.75 $
29.52
2 Refuse Carts
$71.88 $
73.82
3 Refuse Carts
$114,99 $
118.09
3. 96 GALLON WASTE CART 1X PER WEEK"
' Refuse Cart
$62.71 $
64-40
2 Refuse Carts
$125.43 $
128.81
3 Refuse Carts
$188.14 $
19321
4.9_Q_P'LEX AND MULTI -FAMILY AND MOBILE HOMES
Monthly rate is reduced from above base rates
($lm)
($1.00)
, LOW VOLUME USER 2X PER WEEK""
One (1) - 20 Gallon LOW Volume Refuse Cart
$13.01 $
13.36
�_I�QW INCOME USERWEEK-
PER EE
20
20 Gallon Reft.1se, Cart
$8,24
n/a
38 Gallon Refuse Cart
$1.0.30
n/a
LLQ_D_.IIIONAL (;4 GALLON RECYCLING CARTS
Second and Third Recycling Cart
No Additional Charge
Fourth and Each Additional Cart
310.30 $
10,58
8_A2_Ql I IONAL 96 qAL t C YARD AND GARDEN
CARTS
ScCOnd and Third Yard and Carrier, Cart
No Additional Charge
Fourth and Each Additional Yard and Garden Car
$10,30 $
10.58
L BACK YARD §_ERVlCF"
Monthly service charge
$10.77 $
11,06
Qualified Disabled No Additional Charge
Eligible for City Utility Discount Program
(Current 10% discount may be changaed
Applies to Single Family Dwellings Only
WEEKLY SERVICE - ONE (1} CUBIC YARD GQNTAINER
OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK S X WK 6 X WK
1
S
102.64
S
190,97
S
437,58
S 789.70
5 1,247.34
$
1,810.50
2
S
163.08
S
297.53
S
621.91
S 1,072.93
S 1,650.56
$
2,354.79
3
S
223.51
S
404,09
S
806.26
$ 1,356,16
S 2,053.77
5
2,899.09
4
S
283.94
S
510.65
$
990.59
S 1,639.36
S 2,456.96
S
3,443k40
v
S
344.39
S
617.21
S
1,174.94
S 1,92259
S 2,860.19
S
3,987.70
S
S
404.82
$
723.77
S
1,359,26
S 2,205.82
S 3,263.38
S
4,531.99
7
S
465.26
S
830,34
S
1,543.62
S 2,489.04
S 3,666.59
S
5,076.29
8
S
525.69
S
936.89
S
1,727,96
S 2,772.25
S 4,069.80
S
5,620.59
9
S
586.13
$
1,043.46
$
1,912.30
S 3,055.49
S 4,473.02
S
6,164.90
l0
S
646.56
S
1,150.00
$
2,096.63
S 3,338.70
S 4,876.21
S
6,709.18
WEEKLY SERVICE • TWO 2jCUBIC YARD CONTAINER
U OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
S 149.56 S 281.90 $ 583.35 $ 997.52 S 1,524.41 S 2,164.03
2
S
254.00
$
473,63
$
896.16
$
1,453.99
S
2,147.03
$
2,975.39
3
5
358,45
S
665,35'
S
1,209.00
S
1,910.44
S
2,769.68
S
3,786.75
4
5
462.49
$
857.10
5
1,521.81
S
2,366.87
S
3,392.31
S
4,598,11
5
S
567.35
S
1,044.80
$
1,834.63
$
2,823.34
S
4,014.95
S
5,409.48
6
S
6"71.80
S
1,240.54
S
2,1.47.42
S
3,279.80
S
4,637.59
S
6,220.83
7
5
776.26
$
1,432.27
$
2,460.27
$
3,736.25
S
5,260.21
5
7,032.19
8
5
880.70
$
1,624,01
S
2,773.08
S
4,192,70
S
5,882.85
S
7,843.55
9
S
985.17
S
1,815.73
5
3,085.91
$
4,649.15
S
6,504.78
S
8,654.90
0
$
1,089.61
5
2.007,44
$
3,398.72
$
5,105.60
S
7,129,19
5
9,466.26
WEEKLY SERVICE =THREE til CU61G YARQ GQNTAINER
OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK S X WK 6 X WK
'90.41
$
360,77
S 700.21
$ 1,152,37
5 1,717,27
$
2,394.88
2
$
335,72
S
631.35
$ 1,129.90
$ 1,763.69
$ 2,532.76
$
3,437,12
3
S
481.03
$
901,95
$ 1,559.58
$ 2,375.01
S 3,348.27
$
4,479.33
S
626.32
S
1,172,52
S 1,989.24
$ 2,986.32
S 4,163.76
$
5,521.57
5
S
771.63
$
1,443.11
S 2,418.92
$ 3,597.65
S 4,979.28
$
6,563.77
6
S
916.96
$
1,713.69
$ 2,848.60
$ 4,208.95
S 5,794.76
$
7,606.00
$
1,062.25
$
1,983.94
$ 3,278,28
$ 4,820.26
$ 6,610.24
$
8,648.23
a
S
1,207.57
S
2,254,85
S 3,707.96
$ 5,431.59
S 7,425.76
$
9,690,46
9
$
1,352.87
S
2,525,44
$ 4,137.64
$ 6,042.90
S 8,241.25
S
10,732.67
10
$
1,498.19
S
2,796,03
S 4,567.32
$ 6,654,22
5 9,056.74
S
11,774.89
WEEKLY SERVICE - FOUR d CUBBC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
S
231.27
S
439.63
w 817.08
S
1,307,26
S
1,910.15
S
2,625.77
2
S
417,45
S
789.08
S 1,363.62
$
2,073.43
S
2,918.51
S
3,898.86
3
S
603.62
S
1,138,55
S 1,910.17
$
2,839.63
S
3,926.88
S
5,171.95
A
S
789,80
S
1,488.00
S 2,456.72
S
3,605.81
S
4,935.2.5
S
6,4x5.05
5
S
975.96
S
1,837.45
S 3,003.27
S
4,372.00
S
5,943.63
S
7,718.15
S
S
1,1r32,i5
S
2,186.91
S 3,549.83
S
5,138.19
S
6,951.99
S
8,99124
7
S
1,348.33
S
2,536.37
S 4,096.38
S
5,904,38
$
7,960.36
S
10,264.35
8
S
1,534,52
$
2,885.82
S 4,642.93
S
6,670.56
S
8,968.73
S
11,537.44
9
$
1,720.89
$
3,235,28
S 5,189,47
S
7,436.77
$
9,977.11
S
12.810.53
10
S
1,906,87
S
3,584.72
$ 5,736.02
S
8,202.92
$
10,985.48
S
14,083.64
WEEKLY SERVICE = FIVE (5) CUBiC YARC? CONTAINER
OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1
S
272.13
$ 518,51
$ 933.95
$
1,462.12
S
2,103.02
$
2,856.63
2
S
499,18
$ 946,81
S 1,597.38
S
2,383.19
S
3,304.26
$
4,350.59
3
S
726.22
S 1,375.15
$ 2,260,78
$
3,304.24
S
4,505.51
S
5,864.58
4
S
953,25
S 1,803.47
S 2,924.21
S
4,225,31
S
5,706.74
S
7,368.55
5
S
1,180.32
S 2,231.80
S 3,587,63
$
5,146,36
S
6.907.98
S
8,872.52
6
S
1,407.36
S 2,660.12
$ 4,251,05
S
6,067.41
S
8,109,23
S
10,376.48
7
S
1,634.41
S 3,088.44
S 4,914A7
$
6,988.48.
S
9,310.47
$
11.880.45
8
$
1,861.45
$ 3,516,77
S 5,577.89
$
7,909.54
S
10,511.70
$
13,384.43
9
S
2,088.50
S 3,945.09
S 6,241.29
$
8,830,59
S
11,712.96
S
14,888.41
1C
S
2,31`i.55
'3 4,373,41
S 6,904,71
$
9,751,65
S
12,914.18
$
16,392.37
WEEKLY SERVICE -SIX {6j CUE31C YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
i
S
312.99
S 597.35
S 1,050.83
S
1,616,98
S
2,295.88
$
3,087.51
2
i
S80M
S 1,104.55
$ 1,831.09
$
2,692,91
S
3,689.99
S
4.822.33
S
848,81
S 1,611,72
$ 2,611,38
$
3,768.82
S
5,084.09
$
6,557,18
S
1,116.70
S 2,118.90
S 3,391.64
S
4,844.74
$
6,476.19
$
8,292.00
5
1,384.60
S 2,626,07
S 4,171.92
S
5,920.66
S
7,872,30
S
10,026.84
6
S
1,652.50
$ 3,133.28
S 4,952.21
$
6,996.59
S
9,266.40
$
11,761.68
7
1,920.41
$ 3,640.46
$ 5,732.48
$
8,072,50
S
10,660.61
S
13,496.50
8
S
2,188.30
$.4,147.64
S 6,512.75
S
9,148.42
$
12,054.60
$
15,231,34
$
2,456.21
S 4,654,82
S 7,293:05
$
10,224.34
$
13,448.71
$
16,966.17
10
5
2,724.12
$ 5,162.00
$ 8,073.31
$
11,300.25
$
14,842.82
$
18,701.02
RATE STRUCTURE
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31, 2005
RATES
EF MANhN I mon FREQUENCY ROL
L -OFF RATES
1. Drop-off and Pick-up Charge Per Box
2. Weighed Tons Disposed/Box X Processing Charge
3. Franchise Fee (4.8% of 1+2)
-TOTAL BILL (1+2+3)
ONE-TIME TEMPORARY USER ROLL -OFF RATES
I . Drop/off/Pick-up Charge Per Box
2, Tons Disposed/Box X Processing Charge
(Average of five (5) tons charged per Box)
1 Franchise Fee (4-8% of 1+2)
OTAL BILL (1+2+3)
136.1,7
30.66
172,81
30,66
RESOLUTION NO. 2004-77
WHEREAS, the Council of the City of Lodi finds as follows:
1. The City of Lodi provides water supply, wastewater disposal, and refuse
collection services to its citizens;
Z The City charges customers of these utilities a charge to fund the on-
going operation and maintenance of the water supply, wastewater
disposal, and refuse collection services;
3. The City Public Works Director and staff have prepared a plan outlining
the costs of operating these utilities, and the City Public Works Director
has recommended increases to the current water, wastewater disposal,
and refuse collection rates;
4. The Council directed that notice of a hearing thereon be given to the
property owners in the City, with such notice to include, among other
matters, the information required to be included pursuant to California
law;
5. Such notice has been mailed to those property owners, at least 45
days before the hearing, as evidenced by a Certificate of Mailing on file
with the City Clerk;
6. The Council also directed that notice of a hearing thereon be given with
such notice to include the information required to be included pursuant
to Government Code section 54354.5;
7. Such notice has been published once each week for two weeks, in
accordance with Government Code section 54354.5, in the Lodi News -
Sentinel as evidenced by Proofs of Publication on file with the City
Clerk;
8, On April 27, 2004, the City Council conducted said public hearing, at
which time the City Council heard all objections and protests to the
proposed increased rates;
9. Written protests again.st the proposed increased rates were not
presented by a majority of the property owners; and
10. The proposed water, wastewater disposal, and refuse collection service
rates are not discriminatory or excessive, are sufficient under
Government Code section 54515, comply with the provisions or
covenants of any outstanding revenue bonds of the City payable from the
revenues of the respective enterprise, comply with the provisions of Title
5, Division 2, Chapter 6 of the Government Code, and are in compliance
with all other applicable law.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lodi
as follows:
Section 1. Recitals, The foregoing recitals are true and correct,
Section 2. Levu qLCharges. Pursuant to Sections 13.08.010, 13,12.240, and
13,16.110 of the Lodi Munioipal Code, the increased water, wastewater disposal, and
refuse collection service rates as attached hereto as Exhibits 'A B & C" are hereby
approved.
,Section 3. Subseaugnt,Adjugtments. The rates shown in Exhibits A, B, & C
may be adjusted periodically by resolution, with Council approval following a public
hearing, in an amount not to exceed the percentage change in the Consumer Price
Index since the previous adjustment. The index used shall be the unadjusted San
Francisco — All Urban Consumers Index as published by the United States Bureau of
Labor Statistics or other index as approved by the City Council by resolution.
Section 4. Termination/Sunset , Rate. The portion of attached rates
representing an increase from immediately proceeding rates related to the 1) water
purchase contract shall sunset in 2044, 2) rates related to the White Slough Water
Pollution Control Facility improvements shall sunset in 2044, and 3) the rates associated
with the Environmental Abatement (POEfTCE) Program shall sunset in 2014.
Section 5. Effective Date. This resolution shall take effect from and after the
date of its passage.
Dated: April 27, 2004
I hereby certify that Resolution No. 2004-77 was passed and adopted by the City
Council of the City of Lodi in a special meeting held April 27, 2004, by the following vote:
AYES: COUNCIL MEMBERS — Hitchcock, Howard, Land, and Mayor Hansen
SUSAN J. BLACKSTON
City Clerk
Table A: Wate giifity Present Rate May -®4€14
Residential Flat nate (per month):
Single Family Unit (tine bedroom)
(two bedrooms)
(three bedrooms)
(four bedrooms)
(five bedrooms)
(six bedrooms)
(seven bedrooms)
Multiple Family Unit (one bedroom)
(two bedrooms)
(three bedrooms)
$13.51
$1.6.22
$19.45
$23:36
$28.04
$33.64
$40.35
$11:60
$13.91
$16.69
CommercialAndustrial Ftat.Rate varies add:
(Existing accounts only, New accounts are metered.)
Metered Rate
plias monthly base charge:
Construction Water Charges:
$0.524
per 100 cu. ft.
approx. $0.70 per 1,000 gallons
$11.43
3/" meter
$17.14
V meter
$22:85
1 °/z" meter
$28.58
2" meter
$40.430
3" rnete.r
$51.4.3
4" meter
$74.29
6" meter
$97.16
8" meter
n1a
1€3" ranter
$0.524
per 100 cu, ft.
$18.24
$21.90
$26.26
$31.54
$37.85
$45.41
$54.47
$15.66
$18.78
$22.53
+ 20% for ea. add'I bedroom
35%
$0.707
approx. $0.91 per 1,000 gallons
$15.43
$23.14
$3.0.85
$38.58
$54.00
569.43
$100.29
$131,17
$162.04
$0.707
Nate: Charges are total, including infrastructure replacement charge, which will remain the same and increase will be shown in the service Charge.
4128/2004 2004Rates4-19-04_nodiscounts.xls
Table B: Wastewater Utility
4128/2004 2004.Rates4-19-04 nodiscounts.xls
Present Mate
MA)LO4
49L9
Disposal to Domestic System:
Residential (per month) 1 Bedroom
$
9.73
$
12.15
$ 15.20
2 Bedrooms (basis for t Sewage Service Unit) (SSU)
$
12.97
$
16.21
$ 20.26
3 Bedrooms
$
16.21
$
2017
$ 25.34
4 Bedrooms
$
19.46
$
24.33
$ 30.41
5 Bedrooms
$
22.70
$
28.3B
$ 35.48
5 Bedrooms
$
25.94
$
32.43
$ 40.54
7 Bedrooms
$
29.18
$
36.48
$ 45.60
Moderate Strength (annual per SSU)
$
155.68
$
194.60
$ 243.25
(Most commercial & industriai unless "high strength„
High strength user:
Flow (per MG, annual basis)
$
749.09
$
938.3.6
$ 1,17D..45
SOD (per 1,000 lbs., annual basis)
$
3616.58
$
458.23
$ 5.72.79
SS (per 1,000 lbs., annual basis)
$
299.66
$
374.58
$ 468.23
Grease interceptor and Septic Holding Tarok Waste within City Limits
$
114.75
$
143,44
$ 179.30
(per 1,000 gat.}
Septic (only) Holding Tank Waste Outside City Limits (per 1,000 gal.)
$
243.51
$
304.,51
$ 380.64
DisposM to Storm Drain System (per MG)
$
120.53
$
150.66
$ 188.33
Disposal to Industrial Systema)
bates adjusted annually per LMC §13,12,20
Note: Charges are total, including infrastructure €epiacement charge, which
will remain
the same
and increase will
be shown in the service charge.
4128/2004 2004.Rates4-19-04 nodiscounts.xls
WU=Umm -
Present Rate
Per Month M-
1
1 Refuse Cart
$19.12
$
19.64
2 Refuse Carts
$47.79
$
49.08
3 Refuse Carts
$76,46
$
78,52
4 Refuse Carts
$105.13
$
107.96
2. 64 G.ALLO.NREFUSE CAI T 1X PER WEEK."
1 Refuse Cart $28.75 $ 29,52
2 Refuse Carts $71.88 $ 73.82
3 Refuse Carts $114.99 $ 118.09
3. 96 GALLON WASTE CART IX PER WEEK"
I Refuse Cart $62,71 $ 64.40
2 Refuse Carts $125A3 $ 128,81
3 Refuse Carts $188,14 $ 193.21
4. DUPLEX _AND MULTi--FAM_1LY-, ANQMqp[LE HOES
Monthly rate is reduced from above base rates ($1.00} ($1.00)
5, Low VOLUME USER 1X PER WEEK
One (1) - 20 Gallon Low Volume Refuse Cart $13.01 $ 13-36
6. LOW INCOME USER IX PE-'-'--'- Delete Rate Category
20 Gallon Refuse Cart $8.24 n/a
38 Gallon Refuse Cart $10.30 n1a
7. AD.DITIO.NAL 64 GALLON RECYCLING CARTS
Second and Third Recycling Cart No Additional Charge
Fourth and Each Additional Cart $10.30 $ 10.58
A S
Second and Third Yard and Garden Cart No Additional Charge
Fourth and Each Additional Yard and Garden Car $10.30 $ 10.58
9. PACK YARDSERV10E****
Monthly service charge $10.77 $ 11.06
Qualified Disabled No Additional Charge
Eligible for City Utility Discount Program
(Current 10% discount may be changed)
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31, 2005
Revised to reflect Landfill increase 1.176%
WEEKLY SERVICE -
#OF
CONTAINERS I XWK 2XWK 3XWK 4XWK 5XWK 6XWFC
1
$
102.64
S
190.97
S
437.58
S 789,70
$ 1,247.34
S
1,810M
2
S
163-08
S
297.53
S
621,91
S 1,072.93
S 1,650.56
$
2,354.79
3
S
223.51
S
404.09
S
806.26
S 1,356,16
S 2,053.77
S
2,899.09
4
S
28194
5
510.65
$
990-59
S 1,639,36
S 2,456,96
S
3,443,40
5
S
344.39
S
617.21
$
1,174.94
S 1,922.59
$ 2,860.19
S
3,987,70
6
S
404.82
S
723,77
S
1,359.26
$ 2,205.82
S 3,263.38
$
4,531.99
7
S
465,26
S
830,34
S
1,54162
S 2,489,04
$ 3,666.$9
S
5,076.29
8
S
525.69
S
936.89
S
1,727,96
S 2,772.25
$ 4,069,80
S
5,620.59
9
S
586,13
S
1,043,46
S
1,912.30
S 3,055,49
$ 4,473.02
S
6,164.9.0
10
$
646.55
S
1,150,00
3
2,096.63
S 3,338.70
$ 4,876.21
S
6,709,18
C )NTAINER
# OF
CONTAINERS I XWK 2XWK 3XWK 4XWK 5XWK 6 XWK
1
$
149.56
S
281,90
S 583,35
S 997.52
$ 1,524,41
S
2,164. D3
2
S
254.00
S
473,63
S 896.16
S 1,453.99
$ 2,147.03
S
2,975,39
3
S
358.45
S
665,35
S 1,209,00
S 1,910.44
$ 2,769.68
S
3,786.75
4
S
462.89
S
857,10
S 1,521.81
S 2,366,87
S 3,392.31
S
4,598,11
5
S
567,35
S
1,048.80
5 1,834.63
$ 2,823.34
$ 4,014,95
S
5,409.48
6
S
671,80
S
1,240,54
3 2,147,42
S 3,279.80
S 4,637.59
S
6,220,83
7
S
776-26
S
1,432.27
S 2,46027
S 3,736.25
S 5,260,21
S
7,032.19
a
S
880,70
S
1.624.01
$ 2,773.08
S 4,192.70
S 5,882.85
S
7,843-55
9
S
985.17
S
1,815.73
S 3,085,91
S 4,649,15
S 6,504.78
S
8,654.90
10
S
1,089,61
$
2,007.44
S 3,395.72
S 5,105.60
S 7,129.19
S
9,466.26
WEEKLY SERVICE - THREE (3) CUBIC YARD CONTAINER
# OF
CONTAMERS I XWK 2 X WK 3XWK 4 X WK 5 X WK 6 X WK
1
$
190.41
5 360.77
S 700,21
S 1,152.37
S 1,717.27
$
2,394.88
2
S
335.72
S 631.35
S 1.129,90
S 1,76169
S 2,532.76
$
3,437,12
3
S
481,03
S 901,95
S 1,559.58
$ 2,375,01
S 3,348.27
S
4,479.33
4
S
626.32
S 1,172,52
S 1,989,24
5 2,986.32
S 4,163.76
S
5,521,57
5
$
771.53
$ 1,443.11
S 2,418,92
S 3,597.65
S 4,979.28
$
6,563.77
6
S
916.96
S 1,713.69
$ 2,848.60
S 4,208,95
5.794,76
$
7,606,00
7
S
1,062,25
$ 1,983.94
S 3,278-28
S 4,820.26
S 6,610.24
$
8,648.23
8
$
1,207,57
$ 2,25435
S 3,707.96
S 5,431,59
$ 7,425.75
S
9,690.46
9
$
1,352.87
S 2,525.44
S 4,137.64
5 6,042.90
$ 8,241,25
$
10,732.67
10
S
1,498,19
S 2,798,03
S 4,567.3.2
6,654.22
$ 9,056.74
$
11,774.89
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31, 2005
Revised to reflect Landfill increase 1.176%
WEEKLY SERVICE - FOUR W CUBIC YARD CONTAINER
# OF
CONTAINERS I XWK 2XWK 3XWK 4XWK 5XWK 6XWK
1
S
231.27
S 439.63
S 817.08
S
1,307,26
$
1,910.15
S
2,625.77
2
S
417.45
S 789.08
S 1,363.62
5
2,073.43
S
2,918.51
S
3,898.86
3
S
603.62
S 1,138:55
S 1,910-17
$
2,839-63
S
-3,926,88
S
5,171-95
4
S
789.80
S 1,488,00
S 2,456.72
$
3,605.81
$
4,935,25
S
6,445.05
5
S
975.96
S 1,337.45
S 3,00127
$
4,372.00
S
5,943.63
S
7,718.15
6
S
1,162,15
S 2,186:91
S 3,540-83
S
5,138.19
$
6,951,99
S
8,991,24
7
S
1.348,33
S 2,536.37
S 4,096,38
S
5,904,38
$
7,960.36
S
10,264.35
8
S
1,534.52
S 2,885-82
S 4,642-93
S
6,670.56
$
8,968,73
S
11,537.44
9
S
1,720,69
S 3,235-28
S 5,189.47.
$
7,43.6.77
S
9,977.11
S
12,810.53
10
5
1,906.87
S 3,584.72
5 5,736.02
$
8,202.92
S
10,985,48
S
14,083,64
WEEKLY SERVICE - FIVE (5) CUBIC YARD_CONTAIN ER
#OF
CONTAINERS 1 XWK 2XWR 3XWK 4XWK 5XWK 6XWK
1
S
272.13
S 518.51
S 933,95
$
1,462.12
$
2,103.02
S
2,856,63
2
S
499.18
S 946.81
S 1,597.36
S
2,383.19
S
3,304.26
S
4,360.59
3
S
726,22
S 1,375-15
S 2,260.78
$
3,304-24
S
4,505.51
S
5,864.58
4
S
953.25
S 1,803,47
S 2,924.21
$
4,225.31
$
5,706.74
$
7,368.55
5
S
1,180.32
S 2,231-80
5 3,587,63
$
5,146,36
$
6,907.98
S
8,872.52
6
S
1,407,36
S 2,660.12
S 4,251.05
$
6,067.41
$
8,109.23
S
10,376.48
7
S
1,634.41
S 3,088.44
S 4,914.47
$
6,988-48
$
9,310.47
S
11,880.45
8
S
1,861.45
S 3,516-77
S 5,577.89
S
7,909.54
$
10,511.70
S
13,384.43
9
S
2,088.50
S 3,945,09
S 6,241,29
S
8,830.59
$
11,712.96
S
14,888.41
10
S
2,315.55
S 4,373.41
S 6,90-4,71
S
9,751,65
$
12,914.18
S
16,392.37
WEEKLY
# OF
CONTAINERS 1 XWK 2 X WK 3XWK 4XWK 5XWK 6. X WK
1
3 312.99
S 597,35
S 1,050.83
S
1,616.98
$
2,295.88
$
3,087.51
2
S 580.89
S 1,104.55
S 1,831.09
S
2,692.91
S
3,689.99
S
4,822-33
3
S 848.81
S 1,611.72
$ 2,611,38
S
3,768,82
$
5,084.09
S
6,557-18
4
S 1,116.70
S 2,118.90
S 3,391.64
$
4,844.74
$
6,478,19
$
8,292:00
5
S 1,384.60
S 2,626.07
S 4,171,92
$
5,920-66
$
7,872,30
S
10,026.84
6
S 1,652,50
S 3,133,28
3 4,952,21
S
6,996,59
$
9,266.40
$
11,761.68
7
S 1.920.41
S 3,640.46
S 5,732.48
$
8,072.50
$
10,660.51
$
13,496.50
8
S 2,188.30
S 4,147.64
$ 6,512,75
S
9,148.42
S
12,054.60
$
15,231.34
9
S 2,456.21
S 4,654.82
S 7,293.05
S
10,224.34
$
13,448.71
$
16,966.17
10
$ 2,724.12
S 5,162.00
S 8,073.31
$
11,300,25
$
14,842.82
$
18,701.02
TABLE C-4
10 TO 50 CUBIC YARD CONTAINERS
RATE STRUCTURE
EFFECTIVE APRIL 1, 2004 THROUGH MARCH 31,2005
LA
T
I
RATES
PERMANENT HIGH FREQUENCY ROLL -OFF RATES
---------------- ft-m—
1.
Drop-off and Pick-up Charpe, Per Box
S 136,1,7
2.
Weighed Tons Disposed/Box X Processing Charge
S 30.66
3.
Franchise Fee (4.8% of 1+2)
$ -
TOTAL BILL (1+2+3)
$
ONE -TI -ME TEMPORARY USER ROLL -OFF RATES
1.
Drop/off/Pick-up Charge Per Box
S 172,81
2.
Tons Disposed/Box X Processing Charge
30.66
(Avenge of five (5) tons charged per Box)
3,
Franchise Fee (4.8% of 1+2)
TOTAL BILL (1+2+3)
LA
T
I
ITEM B-1
All of the attached communications
pertain to the issue of "Rate
Increases 31
and were received subsequent to Council
Members' mail delivery on the morning of Tuesday, April 27.
(Excerpt from City Clerk's procedure for handling Council Communication -
related to the definition of `Blue Sheets".)
"Blue Sheets"
Communication to the City Council pertaining to an item on the current agenda
that was received after the last mail delivery to Council Members, is copied on
blue paper with the corresponding agenda item number identified at the top right
corner. This communication is placed on the Council dais alongside the agenda
for review by Council Members prior to the item discussion. Blue sheets are also
distributed to the City Manager, City Attomey, other affected departments, the
press table, and are included in the "blue sheet" binder on the public information
table in the Carnegie Forum on the day of the meeting.
THE RAISING OF WATER, SEWER, GARBAGE, RATES ETC. Page 1 of 1
Jennifer Perrin
From: Susan Blackston
Sent: Tuesday, April 27, 2004 10:07 AM
To: 'William R. Petrone [SJGH]'
Cc: City Council; Dixon Flynn; Steve Schwabauer; Richard Prima
Subject: RE: THE RAISING OF WATER, SEWER, GARBAGE, RATES ETC.
Dear Mr. Petrone:
This reply is to confirm that your message was received by the City Clerks Office and each member of the City
Council. In addition, by copy of this e-mail, we have forwarded your message to the following departments for
information, referral, or handling: 1) City Manager, 2) Interim City Attorney, and 3) Public Works.
Please note that formal written protests must be signed. For your convenience, attached is a form that you
can complete, sign, and fax back to (209) 333-6807 before 5:00 p.m. today.
/s! Susan J. Blackston, City Clerk
-----Original Message -----
From: William R. Petrone [SJGH] [mailto:wpetmne@sjgh.hs.co.san-joaquin.ca-us]
Sent: Tuesday, April 27, 2004 9:54 AM
To: Susan Blackston; Susan Hitchcock; Emily Howard; Keith Land; John Beckman; Larry Hansen
Subject: THE RAISING OF WATER, SEWER, GARBAGE, RATES ETC.
I OBJECT TO THE RAISING OF WATER RATES TO HELP PAY FOR THE LAWSUIT AND
CLEANUP OF CONTAMINATED GROUND WATER IN THE CITY OF LODI. WHY SHOULD I HAVE
TO COME OUT OF POCKET TO HELP PAY FOR SOMETHING THAT EVERYONE KNOWS WHO
THE RESPONSIBLE PARTIES ARE? GO AFTER THEM FOR THE MONEY. I DON'T MIND PAYING
EXTRA FOR REGULAR RATE INCREASES DUE TO HIGHER CONTRACT COSTS(IF VERIFIED)
WAGE INCREASES OR TO HELP WITH IMPROVED OR MANDATED INFRASTRUCTURE. BUT I
WILL NOT BE PARTY TO HELP PAY FOR THE LAWSUIT THAT HAS BEEN HIGHLY PUBLICIZED
AND IT SEEMS, MISMANAGED.
CORDIALLY.
WILLIAM R PETRONE
1825 ALMONDWOOD PL
LODI, CA 95240
WILLIAM R PETRONE
PATIENT FINANCIAL
468-6809
CONFIDENTIAL NOTICE: THIS MESSAGE IS INTENDED FOR THE USE OF THE INDIVIDUAL OR
ENTITY TO WHICH IT IS ADDRESSED, AND MAY CONTAIN INFORMATION THAT IS
PRIVILEGED, CONFIDENTIAL AND EXEMPT FROM DISCLOSURE UNDER
LAW.
4/27/2004
WRITTEN PROTEST
TO PROPOSED INCREASES TO MONTHLY WATER, SEWER
AND REFUSE RATES AND CHARGES
DATE:
TO: City Clerk, 221 West Pine Street, Lodi
RE:
Address (or Assessor's Parcel Number) of Property
I, hereby submit a written protest to the
(Printed name of property owner)
proposed increases to monthly water, sewer and refuse rates and charges to be
considered by the Lodi City Council at a public hearing scheduled for Tuesday,
April 27, 2004 at 7:00 p.m., or as soon thereafter as the matter may be heard, in
the City Council Chamber at the Carnegie Forum, 305 W. Pine Street, Lodi.
(Signature of property owner)
Page 1 of 2
Jennifer Perrin
From: Jennifer Perrin
Sent: Tuesday, April 27, 2004 8:12 AM
To: 'RGH'; Larry Hansen; Susan Hitchcock; Keith Land; John Beckman; Emily Howard
Cc: Dixon Flynn; Janet Keeter; Steve Schwabauer; Susan Blackston; Richard Prima
Subject: RE: Utility Rates
Dear R.G. Hooper:
This reply is to confirm that your message was received by the City Clerk's
Office and each member of the City Council. In addition, by copy of this e-mail,
we have forwarded your message to the following departments for information,
referral, or handling: 1) City Manager, 2) Interim City Attorney, and 3) Public
Works.
/s/ Jennifer M. Perrin, Deputy City Clerk
-----Original Message -----
From: RGH [mailto:hoop@softcom.net]
Sent: Monday, April 26, 2004 6:33 PM
To: Larry Hansen; Susan Hitchcock; Keith Land; John Beckman; Emily Howard
Subject: Utility Rates
First of all I cannot attend a council meeting as both my wife & I are
disabled.
I want to argue against the utility rate hikes. To begin with, the
method of charging for bedrooms is cockeyed. In my immediate block
of over a dozen 2 & 3 bedroom homes I know of only 2 homes that
have more that Two persons living in them, then with my personal
friends, none of them live more than two to a home. Yes we all live on
the West side of town, on the other hand, for the past 20 years I have
worked for the LUSD & in transporting Students from the East side of
town hate become aware of many "homes" that have 2 or 3 FAMILIE5
living in them. No I don't imagine that it is comfortable for them but
we are talking about 10-12 or more persons living in these homes, most
of them kids under 20 years of age. In the summer I saw water running
in the streets as the kids played in the water, and they washed car
after car with the water AND soap running in the gutter. With that
many people in a home ,gust think of the demands put on the sewers.
The people in my neighborhood all have automatic sprinklers(mine
run 5 minutes per cycle at 3 AM) I cannot remember when I last saw
someone on my street washing their car and with only one or two
4/27/2004
Page 2 of 2
persons per home there is not much of a demand on the sewers.
That is why the present method of charging for Water & sewers is
very inequitable.
We cannot help it if our past council members & city leadership got the
entire city into this quagmire of debt but when there are families who
have child after child , then squeeze in with others who have child
after child, so that there may be 15 or 20 people living in a residnce
(no I wouldn't want to do it) The Water and sewer rates should ref lect
that by being equitable.
With just my wife & I our City utility bill is over $125.00 a month
now, that's ridiculous. We are also retired and on a fixed income like so
many others.
Please find some other method of utility billing that will be fairer to
the actual users. R.G. Hooper 1725 W. Vine St. 368-3097
4/27/2004
Apr 26 04 11:18s
Orange Grave Apartments 3662111
YOU ARE RECEIVING A FAX
TO: FROM: Eu.�E�v
STYM
COWAW-.
FAX NO.: �✓� — ,�'D`
DATE: •
CITY: LODI
FAX NO.: 209-3041"
YOKE NO: 20,360'-2111
"
P. 1
Thk FAX �a.t wsa pas*) bwkdimg"amw x4eet
TnmmW tied fivm OraeW Give Ap b PW.36 x111) LodkCA 9SM
Apr 26 04 11:18a Orange Grave Apartments 3682111 P-2
Roberta M. Knitz
2811 [metro Valley Slvd.6111
Castro Valleys CA 94546
April 6, 2004
Re; Water and wastewater ratio increases
RECEIVED
2004 APR 26 PM 1: 15
CITY CLERK
CITY OF LODI
Rental sev4= addresses: 224 W. T nner Road. 1826 S. Hutcbirm st.,
310 S. orange Ave, 322-328 S. Orange Ave., xodi
Members of the city c u=il of Lodi,
After remivingr notice of rate increases for water and wastewater, I am
writing to you on b6half of the resi,dtnnts of these rental, units and as
the owner of the units. In tet of these units the renters pay these
fees dir+aetl,y and in some I pay they for the residents through their rents.
ataase renters who pay the fees directly should - haam the right to ownient
on the proposed increasm. Since they apparently do not currently have
that right I act writing can their behalf as well..
When I discussed the percentage of increase being propooed with my manager,
we were both astounded and disma�y4d. The percentage increase is far higiaer
than the percentage increase of any, rant increasat that we give to residents
and far higher shaft the State law guideline that amlies to rents. in
aWitian to this k►ugee Pee irxcaase yw propose, we are faced with in=easem
in works= compansatticn insurance, property insurance, medical insurance,
ply taxes, and salaries atrA mainterianoe, as well as Wier utilities.
Ii' every one of those gave increases almilar to the ones you propose, we
would be out of business.
Please take into mnsideratim the ability of these renters to pay increased
rates of this mage+ituft. The last thing people need right now is increases
in rents and utilities,, the necessities of life. We aatntinue to hear about
the Sack of affaraable housino, im-A this types of izx=uase in oasts only ands
to it. I are sure that you have many constituents fear wham these inareasaes
will be a real. hazd9h1p. Thank you far your careful consideration of this
problem.
Verytruly yours,
r ]�
RvbeZt3 M. lcaitz• [,�
Page 1 of 2
Jennifer Perrin
From: Jennifer Perrin
Sent: Monday, April 26, 2004 8:16 AM
To: 'elleen'; Larry Hansen
Cc: John Beckman; Emily Howard; Keith Land; Susan Hitchcock; Dixon Flynn; Janet Keeter; Steve
Schwabauer; Susan Blackston; Richard Prima
Subject: RE: Water/Wastewater Rates
Dear Eileen St Yves:
This reply is to confirm that your message was received by the City Clerk's
office and each member of the City Council. In addition, by copy of this e-
mail, we have forwarded your message to the following departments for
information, referral, or handling: 1) City Manager, 2) interim City Attorney,
and 3) Public Works.
/s/ Jennifer M. Perrin, Deputy City Clerk
-----Original Message -----
From: eileen [mailto:emstyves@softeom.net]
Sent: Sunday, April 25, 2004 9:50 PM
To: Larry Hansen
Ce: John Beckman; Emily Howard; Keith Land; Susan Hitchcock
Subject: Water/Wastewater Rates
Good morning Mr. Mayor,
I know the water/wastewater fees are up for discussion at Tuesday evening's special meeting.
I have left a letter for you and the council in the city clerks office. The owners of the properties
manage in Lodi, wrote to the council on behalf of their residents.
I understand you are holding to the letter of the law on Prop. 218.
This does not permit the renters who pay the bills to be heard by the council.
I did not think I would see the day in this community, when a renters voice would not be hears
Lodi's City Council.
As the President of the SJC Rental Property Association, Tuesday evening, I will be addressir
Stockton City Council for an issue that treats renters differently in that city,
The homeowner is almost outnumbered by the renter in the county . San Joaquin County rent(
make up 44- 49% of the population. This county also has one of the highest (11.5%) unemplo)
rates in the state of California.
The city of Stockton issue, along with Lodi's fee structure for the water/wastewater, and the
proposed increase next year will be open for discussion at the California Apartment Associatic
Executive Board meeting on the 30th of this month. I also serve on the State Executive Board.
4/26/2004
Thank you for your time.
Eileen St Yves
President,
San Joaquin County Rental Property Association.
209-368-2111
C!MPITIITH
Page 2 of 2
City Council Presentation: Utility Rate Public Hearing
-■ Outline
r
April 27, 2004
Waste,
& Wastewater
ncil
, 2004 Special Meeting
► Solid Waste Rates Presentation
► Water Rates Presentation
► Wastewater Rates Presentation
► Discount Program
r ► Public Hearing
► Council Deliberation/Action
1
City Council Presentation: Utility Rate Public Wearing
Solid Waste
gr , ► City Franchise Agreement with Central Valley
Waste Services
► Approved by City Council in 2002
> Runs to 2010
► Provides for 1.5% increases in 2003 and
2004; 80% of CPI in subsequent years
► Also provides for additional changes due to
changes in laws, regulations, and
extraordinary increases in fuel, landfill and
rp.
energy costs
me>
_
01
Solid Waste
Prior landfill rates in effect since 1996
► County opening new cells in landfill
► County increased landfill rates in 2004
► Increased from $24.41 to $27.00/Ton9 �
►
Pass-through calculation of increase to
City customers
April 27, 2004
2
City Council Presentation: Utility Rate Public Hearing
V Solid Waste
► Proposed rate increase in Exhibit C
► Includes 1.5 % cost of living increase
plus 1.2% for landfill increase
► Combined increase: 2.7% {rounded}
► 38 Gal. cart increases $0.52;
$19.12 to $19.64 per month
► Effective May 2004
� Solid Waste
April 27, 2004
3
0 EK v.
• TrM•C1-Sella wnblRNuMj
•
Pr•u1N RN.
•
9.1 Mento
M•vA1
:;,F,y 'f
• 1. 3S GALLON REKUa! OIIRT 1K Plll WEEK--
IRrlul.Cwr
319.12
i 1461
2RV— C+n
3 R.(—Cxb
S4779
516./6
S 14.05
S 76.51
• ♦Rdull Crb
5195.1]
S 107.98
2, N GALLON REFUSE CART 1K PER WEEK"
1 PNua1 C+t
525.75
S 29.52
• 2RNu.rGrta
57196
S 73.52
3R.lua•C�I.
511499
S St5.09
' 1 1M 6ALLQN WASTE CMT IM PER WEEK.- • 1 RNua•G+t
562.71
S 8110
-
2R r—Ca1S
512512
S 12551
3RNue•C-,
5155.Id
S 103.21
• MOMNvrR• it �.dus•d from r8w• 8.F• 11g1
{51.001
(f1 W)
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513.01
S 13.36
��.
[LOW INCOME U5[R I%PER WEEK
ON•b RMr C.".Y
20 Garlm Rhus• C+1
36 Gd Rd... Cal
56.21
316 m
•J•
N.
5 -VK Third R--,bq GRI
NOAftb"Chw
Folrlh s.d E AddWoe Cal
110.20
f 10.59
5—and Thkd Yw4a G+MnC+l
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,. •
9. BACK
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uM rh$10.71 S 11
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April 27, 2004
3
City Council Presentation: Utility Rate Public Hearing
� Water
T° ,► Rates last increased for infrastructure
replacement
T.
► Two-step January Y increase in Janua & July 2002
`"% ► 3 Br. Rate increased $7.00 per month;
$12.45 to $19.45 per month
Water
Proposed increase for:
�Ull
— Woodbridge Irrigation District Water Purchase
contract approved in 2003
— Cost $1.2 million per year
— Allowance for on-going PCE/TCE remediation
,rz work, approx. $800,000/yr.
► Proposed increases Table A
► 3 Br. Rate increases $6.81 per month;
$19.45 to $26.26 per month
► Effective May 2004
April 27, 2004
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City Council Presentation: Utility Rate Public Hearing
■ Wastewater
H ► Rates last increased for infrastructure
replacement
► Two-step increase in January & July 2002
► 3 Br. Rate increased $7.33 per month;
$8.90 to $16.23 per month
_� Wastewater
g Y33 ► Proposed increase for:
-- State mandated improvements to White Slough
Water Pollution Control Facility
— Debt service for above improvements
— Increased operations and maintenance costs
associated with WSWPCF improvements
► Proposed increases Table B
- ► 3 Br. Rate increases $9.11 per month;
$16.23 to $25.34 per month (in two steps)
`' ► Effective May 2004 with second step in July
2005
April 27, 2004
City Council Presentation: Utility Rate Public Hearing
■ Wastewater
April 27, 2004
ri
Table S: Wasror W UH14y
P --M Rat
Me 4)4
Aqlgls
Dlspo" to pomade; Syslem
denlial {per month)
f Bedroom
t B
E 973
S
1218
S
15.20
2 Bedrooms @osis for 1 Sexage Ser.-:ce Unit) (SSU!
S 12.97
5
16 21
5
20 26
3 Bedrooms
$1621
3
2027
S
2574
4 Bedrooms
$1945
S
2431
S30
41
S Bedrooms
$ 22.70
S
2a.3a
$
3548
5 Bedrooms
S 25.94
S
32 43
E
4954
7 Bed—
S 29.18
5
3648
$
4j 80
Moderate 51rerglh )annus oar SSU}
S 155.68
S
194 80
S
243 25
(Most ppmmerc ial 3 mdustnal unless 'hgh slrelg(h'
High shelglh user:
q— (par MG, —N basis)
S 74909
S
935.38
S
1.170 .15
BOD (per 1.GOO lbs . annual basis)
S 388 58
E
455.27
$
572 79
SS {W 1,000 lb.. --a OMi9)
$ 299.66
S
37458
S
48823
Grease IrRereepior and Sepno Hotdlnp Tank W as a within Cly L—ift (per 1,000 gal
.5 ) 11475
S
14344
$
179 39
cM i
Sapfle(4Ny)Hdding Tank Wade Outside Cny LJmns Iver 1,000 9a'.1
S 243.61
5
30451
5
150.84
Depaset to Strom Drain Syslem (per MGI
S 12053
S
150.as
S
18033
{.t
`
Dlaposal to IMustnal Sysleml
1E :
Rales ddlUsletl annually per LMC § 13,1220
'
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April 27, 2004
ri
City Council Presentation: Utility Rate Public Hearing
Brief History
January 1999 — West Yost Associates (WYA) retained for
planning and regulatory coordination
August 1999 to October 2000 — Draft findings/presentations to
public advisory committee (6) and City Council (3)
February 2000 — 5 year State Discharge Permit approved
May 2000 — State Implementation Plan adopted
January 2001 - Began alternative outfall investigation/
discussions with RWQCB
January 2001 - Initiated percolation study of potential disposal
sites — results discouraging for total land application
September 2001 - Began pre -design of improvements to
existing treatment process
March 2002 - Feasibility study of membrane bioreactor
treatment process concludes operations cost too expensive
June 2003 — Pilot test of cloth media filter successful
.4 State Implementation
Plan (May 2000)
► Establishes a Statewide Standard Approach for
Permitting Discharges of Toxic Pollutants (CTR
Criteria)
► Greatly Expands the Data Requirements for NPDES
Permit Development
► Triggers Unprecedented Treatment Plant Effluent
Standards
dov "= ► Establishes a Schedule for Achieving Compliance
with New Standards (up to 5 years)
April 27, 2004
8
City Council Presentation: Utility Rate Public Hearing
Regulatory Negotiations
> Surface Discharge Application to
RWQCB (March 2001)
► Informal Response: Filters required
► Continued Negotiations: Dilution in
Bishop. Cut
Improvements, Earthwork
, Disinfection, Completion of
tion Improvements
Relocation, Wetland
April 27, 2004
9
City Council Presentation: Utility Rate Public Hearing
Project Financing
Pursued State Revolving Loan
Fund
Not All Costs Eligible
T4:
Low Cost Financing
Program Suspended
► Used CSCDA Pool for $5.0 million
ng for Phase 1
COP Financing
► Used for last expansion and refinanced in
1991
► On large issue, rates can be more
competitive
20 -Year Financing
City obtaining rating, assembling issuance
team, etc.
0 Details in next presentation
UZ00- ;.!
April 27, 2004
10
City Council Presentation: Utility Rate Public Hearing
Other Rate Issues
► Infrastructure Replacement charge will
remain the same, total increase will be shown
in service charge
► Proposal on Water/Wastewater includes
reduction in General Fund in -lieu transfer per
previous Council direction
=bj m ► City followed majority protest procedure
"- under Proposition 218
@" ► Many comments concerning bedroom rate,
A past PCEITCE actions
Discount Program
► Present ordinance provides for 10%
discount for residential customers with
SSi1SSP eligibility
► Other criteria for electric discount
programs
► Proposed ordinance would provide for
same eligibility as electric programs
► Actual discount to be set by Resolution
April 27, 2004
11
City Council Presentation: Utility Rate Public Hearing
'_� Discount Program
► Currently:
about 1,300 customers on electric
. ........
discount program
900 receiving solid waste discount
300 receiving water/wastewater discount
Discount Program
► Potential:
Solid Waste — 30% would be significant
discount and bring into line with other rates
Water/Wastewater — 20% would
Fr significantly offset rate increase yet
minimize impact of additional numbers
All — 5% Senior Fixed Income Program —
same as electric program
April 27, 2004
12
City Council Presentation: Utility Rate Public Hearing
April 27, 2004
93
Other
Discount Programs
51,
Discount Programs as of
Feb. 2004
r
Dtswunts
Water Se—,
Senior
L.. Income
S.J. County
Country Club SO
NoN.
FScalon
Yes
Nu
None -51 no
Lathrop
No
Yes
20% off base Charge only -10%
Linden CWD
No
N.
LOCkelod CSD
No
No
Manteca
No
No
Ripon No
Yes
.$3 00
None
Stockton
No
No
Tracy No
Yes
No
base charge -53.00
Woodbndile SO
No
No
Other
Davis
No
N,,
Mad"
No
No
MW
Mef0ed No
ROseville Must be 55+ b 1" income
No
-25% -2516
Turlock
VJMtUe
No
yes
N.
No
NeneWoodland
No
Yes
$5 off total utility bill
Yuba Qty
N.
No
April 27, 2004
93
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City Council Presentation: Utility Rate Public Hearing
Arosearadon to.
Lodi City Council
on
White Slough Water Pollution Control Facility and
Related Financing
April27, 2001
Contents
wastewater System Revenue Certificates of Participation, 2004 Series A
— Summary of Financing
— Market Update
— Projected Debt Service Requirements
— Summary of Debt Service Reserve Fund
— Summary of Mate Covenants
— Summary of Additional Bonds Test
— Projected Fund Balances
Appendix:
— Summary of Rate Covenants
— Summary of Rate Covenant Requirements
NO
HE
April 27, 2004
16
City Council Presentation: Utility Rate Public Hearing
Wastewater System Revenue
Certificates of Participation, 2004 Series A
Summary of Financing
Proceeds
52$ million
ParAmauntlfl
S27mi1lion
Purpose
Phase 11 of White Slough
Security
System Net Revenues of Wastewater Enterprise
• 20 -year tired rate COP financing with level debt
Structure"'
service
• Lessee = City ofLodi
• Lessor = Lodi Public Improvements Corporation
Call Provision
Optional redemption beginning 1011114 0 100%
Reserve Fund
T13D - Surety or bond -funded
Assumed Rate
4.68%
(fnderwriter
Fksl Albany Capital
Bond Counsel
Orrick. tictrington & Sutcliffe
WIN
11 ) Assuming bond -Funded reserve fund.
(?) COP Structure y An arrangementin which investurs'auy certificates that entitle them to receive a
pavicipalion, or share, in the lease payments from a particular project or enterprise.
April 27, 2004
17
City Council Presentation: Utility Rate Public Hearing
Market Update
Long term tax-exempt rates have risen in the last month but remain near
historical lows.
Percentage of Time RB[ has been tower than Current tsvels
Projected Debt Service Requirements
Projected debt service requirements are approximately $3.1 million through
FY 2024 with the 2004 COPS.
Summary of Projected D61 Service RequiRmcats
®1991 cop. IM 2003 B—&
M 2604 CON(i) —Net Bevenver{2)
"'. -i 9115 B.11 M. NO 3011 9121 M! 91_'3 N!4 91Z, y19. ,pW
P,fi,dEndirLgJum30
a)
April 27, 2004
18
mmiqum
1432
1— 1i I,
Vmkrum
4'73
7,45
Otffwt (412&2004)
520
5.75 Carrenr RBI _12WI. J
10AM. 12r"'
A
Projected Debt Service Requirements
Projected debt service requirements are approximately $3.1 million through
FY 2024 with the 2004 COPS.
Summary of Projected D61 Service RequiRmcats
®1991 cop. IM 2003 B—&
M 2604 CON(i) —Net Bevenver{2)
"'. -i 9115 B.11 M. NO 3011 9121 M! 91_'3 N!4 91Z, y19. ,pW
P,fi,dEndirLgJum30
a)
April 27, 2004
18
City Council Presentation: Utility Rate Public Hearing
Summary of Debt Service Reserve Fund
Based on insurance bids, the DSRF may be funded with a surety or from bond
proceeds.
FE
Summary of Additional Bonds Test 0-1�
While the FY 03 actuals and FY 04 budget demonstrate sufficient revenues for the
rate covenant, a rate increase will be necessary for the additional bonds test.
Proposed rate increases are currently expected to generate sufficient revenues to
meet the additional bonds test for the 2006 financing.
(1, 11.x nrnl A I." _— .... v. Vy...
M -i
April 27, 2004
19
IN.." 1'—fpm 294!:1M
til
tlql% I. ..... N.I. I
n_511..2
1k)
%US.M.
Adj,—i hv IN— IWO (I—)
1142
1!rly
2111.1 AJM---I Ik w T— A-,
K'.kzLl—
Nel 1-- (./1) (L.11k)
(1, 11.x nrnl A I." _— .... v. Vy...
M -i
April 27, 2004
19
City Council Presentation: Utility Rate Public Hearing
Projected Fund Balances (0
The utility is currently targeting an operating reserve equal to 15% of annual ....
expenditures and a capital reserve equal to 50% of the 10 -year average annual cash -
funded capital costs.
Assuming projected rate increases, total fund balances average $2.162 million or
42.3% of projected average annual expenses through FY 11-12.
Projected W...— w S- em Fuad B.L. "'
M
Next Steps
✓l
Council Shirt -sleeve Meeting:
March 30
✓�
Rating Agency Meetings:
April 22
Final Council Action on Bond Financing:
_H....1 -I d
M
Next Steps
✓l
Council Shirt -sleeve Meeting:
March 30
✓�
Rating Agency Meetings:
April 22
Final Council Action on Bond Financing:
April 27
Receipt of Rating Indications:
May 4
Pre -Marketing Period:
May 5 -10
Pricing of 2004 COPs:
May 11 - 12
Closing of 2004 COPS:
May 25 - 26
I
April 2T, 2004
20
City Council Presentation: Utility Rate Public Hearing
iIN,
"f '
at.
Appendix
Summary of Rate Covenants (D
The proposed financing is designed to update Lodi's rate Covenants over time to
the 2003 covenants. The final change will require the refunding of the 1991
COPs when economic_
➢ Rate Covenant:
�. NO NVNues cover. &e = l .1 Ox debt
service and;
2. Adjusted net revenues coverage=
I.00x debt service.
Additional Bonds Test:
I. Net revenues coverage = 1.1 Ox Max
Annual Debt Service (MADS) and:
2. Adjusted net revenues coverage
I.00x MADS.
➢ Adjusted Net Revenues = Net revenues
less fees charged to customers for initie
connection to the sewer system.
Rate Covenant:
I. System revenues coverage= I.00x
O&M and debt service and:
2. Net revenues coverage= 1.10x debt
service.
Additional Bonds Test:
I. Net revenues coverage= 1.10x Max
Annual Debt Service (MADS).
7 Net Revenues = System revenues less
Operations and Maintenance Costs and
less General Fund transfer<'r.
April 27, 2004
21
City Council Presentation: Utility Rate Public Hearing
Summary of Rate Covenant Requirements
li
I K .I1 6 1.l,
I- II
111
!sting Treatment Facilities
bhk:
A P�rm
April 27, 2004
22
City of Lodi
Utility Fee Increases
Belled upon 2400 Sq Ft - 4 Bedmorn Home
Consumes 1500 KWH/Month Electrical
fill
1500 KWH
October -09
1500 KWH
r-00
BOO KWH
October -01r
1500 KWH
2
1500 KWH
October -0-3
1500 KWH
r-04
1500 KWH
r46
1500 KWH
440 0.09487
440
0.09487
440
0.09847
440
0.09487
440
0.09987
440
0.09987
440
0.09987
1060 0.13318
1060
0.13318
1060
0.13318
1080
0.13318
1080
0.13818
1060
0.13818
1060
0.13818
300
0.025
300
0.025
300
0.0175
300
0.0175
300
0.0175
300
0.035
300
0.035
300
0.0325
300
0.0325
300
0.0325
900
0.045
900
0.045
300
0.049
300
0.0491
300
0.049
600
0.0575
600
0.0575
600P$10.47
Electric Bill
0.1235 $185.25
0.09487 541.74
0.09487
$41.74
440
$43.33
440
$43.33
440
$43.94
440
$43.94
440
0.13318 $141.17
0.13318
$141.17
1060
$141.17
1060
$141.17
1060
$146.47
1060
$148.47
1060300
$7.50
300
$7.50
300
$5.25
300
85.25
300300
$10.50
300
$10.50
300
$9.75
300
$9.75
300.
900
$40.50
900
$40.50
300
$14.70
300
$14.70
300
$14.70
600
$34.50
600
334.50
600
$34.50
Electric Total
$185.25
$182.91
$182.91
$243.00
243.OD
$254.61
$254.61
$254.61
Water
$14.95
$14.95
$14,95
$14.95
$14,95
$14.95
Infra R
$8.41
$8.41
Water Total
$14.86
$114.961
$14.96
$23.36
25.36
$31.64,
$31.54,
Sewer
1 $10.68
$10.88
$10.68
$10.68
$10.68
$10.68
Intra ENI
$8.78
$8.78
Sewer Total
$0.68
10.68
$10.6*
$10.68
18.46
18.46
24.34
30.43
Refuse
$17.76
$18.37
$18.56
$18.58
$18.84
$19.2
Refuse Total
$17.76
$18.37
$18.66
$18.66
1&
SIOA2 +
19.64
19.64
Total BNI
$228.64
$226.91
$227.10
287.19
$304.66
914.88
$330.13
$330.22
Dollar Increase
Total Increase
4
Annual UtHRy Increasell
872%
Annual P Increase
CITY CLERK'S CERTIFICATE
RE: WRITTEN PROTESTS
PROPOSED INCREASES TO MONTHLY WATER, SEWER AND REFUSE
RATES AND CHARGES
I, SUSAN J. BLACKSTON, City Clerk of the City of Lodi hereby certify:
City Clerk staff have personally received and assembled all written protests
returned by mail or delivered in person.
At the conclusion of the public hearing on April 27, 2004, 1 tabulated the
written protests and certify the result of that tabulation to be as follows:
TOTAL NUMBER OF PROPERTIES: 18,387
on which these rates and charges are
imposed as shown on the last equalized
assessment roll of San Joaquin County
TOTAL NUMBER OF WRITTEN PROTESTS RECEIVED: 734
to the proposed increases to monthly water,
sewer and refuse rates and charges
I make this certification on April 27, 2004.
SUSAN J. BLACKSTON
CITY CLERK