HomeMy WebLinkAboutAgenda Report - July 16, 2003 I-04111 jqjii�11�1�111
AGENDA TITLE: Adopt Resolution Increasing Fee for Returned Check Charges from
$%00 to $2500 for Each First Returned Check and Increasing Late Fees
for 30 -Day Past Due Utility Bills from $5.00 to
MEETING DATE
PREPARED BY
July 16, 2003
Finance Director
RECOMMENDED ACTION: Adopt resolution increasing fee for returned check charges from
$10.00 to $25.00 for each first returried check and increasirid late
fees for 30-d ay past d ue utility bills from$10 .00.
BACKGROUND INFORMATION: In 1997, the City Council adopted resolutions numbers 135 and
184 setting fees for returned checks and 30 -day past due utility
bills as noted-.
g_urrent ftpo_sed
First return ed check (within 12 month period) $10.00 $25.00
Second returned check $25.00 (no change)
Current utility bill Utility Rate only (no change)
30 day Past Due Utility Rate plus $5.00 late charge $10.00
60 day Past Due Utility Rate plus $15.00 late charge (no change)
90 day Past Due Utility Rate plus $25,00 late charge (no change)
The primary goal of the proposed increase in fees for the first returned check and the 30 -day past due
utility bill is to encourage customers to address payment problems before the dollar amount of the utility
bill is so large that shut�off is unavoidable and payment of delinquent amounts impossible. In addition,
this action will reduce account inquiries, partial payments, multiple collections efforts by Finance staff
and increase efficiency.
Examination of the current two-tiered fee system for returned checks revealed that of the 694 checks
returned by the bank through April 2003, 549 were a first returned check and were all charged a
$10-00 service fee. The $10.00 fee does not recover costs. (ExhibitA)
AB 2643, signed into law effective Januaryprovided the local retail community with the
support to charge $25,00 on each first returned check and $35.00 for each subsequent returned check.
At this time, Finance is not asking for an increase to each subsequent returned check.
continued
COUNCIL COMMUNICATION
The remaining 10,002 accounts on Exhibit C have multiple occurrences of a $5.00 late charge fee and
then progress to the $16.00 late charge, 60 -days past due, signifying potential payment problems.
The City and staff want to encourage customers to pay utility bills on a timely basis in full and to
discourage delinquent utility bills and payments on account. Currently an average monthly utility bill
with all four services is approximately $150.00.
3
MUM
Funding: None
Prepared by: M. Mune Cadwallader, ftenue Manager
VickyM�cAth e �Rnance director�
Ala 2043 Assembly Bill - CHAPTERED
51T NUMBER; AS 2643 CHAPTERED
BILL TEXT
CHAPTER 1000
FILED WITH SECRETARY OF STATE SEPTEMBER 23, 1996
APPROVED BY GOVERNOR SEPTEMBER 2i, 1996
PASSED '.7.HE ASSEMBLY AUGUST 30, 1996
PASSED THE SENATE zwCCUST 21, 1996
AMENDED 1N SENATE AUGUST 20, 1996
L:I"ENDED IN SENATE AUGUST 5, 1996
AMENDED Vii:N SENATE ju E, 11, 1996
AMENDED 1N ASSEMBLY APRI[, 0, 1996
>:Ni'RODUCED BY Assembly Members Bordonaro and. Kaloogian
FEBRUARY 21, 1996
An act to amend Section 1719 of the Civil Code, relating to
commercial paper.
LEGISLATIVE COUNSEL'S DIGEST
AD 2643, 3ordonaro. Commercial paper; insufficient funds.
Existing law creates a cause of action for the amount of ra cheek
passed on insufficient funds minus any partial payment made within 30
days of a specified written demand for payment, damages equal to
treble that amount:, as specified, plus the costs of mailing the
written en d ma~ d for payment only if the person who passed the check
failed to pay either the amount of the check or the anount of the bad
check .fee charged to the payee by his or 'ler financial institution
witl.i.n a pr.esc, ibed period, except as specified.
This hi__E would revise and recast these provisions to create a
cause of action for the amount of the check and a Specified service
charge, payable .to the payee. The bill would provide; that the person
shall have 30 days from the date a prescribed written demand was
mailed to pay the amount of the check, the service charge, and the
cost to mail_ the demand. if the person fails to pay this amount in
till, this person shall instead be liable for specified amounts,
including treble damages. The bill would make conforming changes.
The bili would, among other things, provide that for purposes of
the above provisions, the term "payee" includes an assignee or holder
of the check.
THE PEOPLE OF THE STATE OF CALTFORNTA DO ENACT AS FOLLOWS:
SEC`l'TON 1. Section 1719 of Lige Civil Code is amended to read;
131.9. ,a) ,l) Notwithstanding any penal sanctions that may apply,
any person who passes a check on insufficient funds shall be VabJ e
to the payee for the amount of the check and a service charge payable
to the payee too an amount not to exceed twenty-five dollars ($2S)
for the .first check passed on insufficient funds and an amount not to
exceed thirty-five dollars ($35) for each subsequent check to that
payee passed on _ asufticieot funds.
121 Notwithstanding any penal sanctions that may apply, any person
who passes a check on znsufficl_ent funds shall be liable to the
payee for damages equal to treble the amount of the shed of a
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IT 2643 AssernkAy Lill m C"EIAPTI RED
written demand for payment is mailed by certified mail to the person
who had ,passed a check on insufficient funds and the written demand
informs this person of (A) the provisions of this section, (I3) the
amount of the check, and (C) the amount of the service charge payable
to the payee. The person who had parsed a check on insufficient
fends shall neve 30 days from the date the written demand was mailed
to pay the amount of the check, the amount of the service charge
payable to the payee, and the costs to mail the written demand for
payme t. ;f thO person fails to pay in full the amount of the
check, the sere ce charge payable to the payee, and the costs to mail
the written demand within this period, this person shall then be
liable instead for the amount of the check, minus any partial
payments made toward the amount of the check or the service charge
within 30 days of the written demand, and damages equal to treble
that amo ar, which shall_ not be less than one hundred dollars ($100)
nor more than one tnousand five hundred dollars ($1,500). When a
person becomes liable for treble damages :€for. a check that is the
sub ect or a writ_eu demand, that person shall no longer be liable
:for any service charge for that check and any costs to mail the
written demand.
(3) Notwithstanding paragraphs (1.) and (2) , a person shall not be
liable for the service charge, casts to :rail the written demand, or
treble damages if he or she stops payment in order to resolve a good
fait's dispute with tree payee. The payee is entitled to the service
charge, costs to mail the written demand, or treble damages only upon
proving by c=lear and convincing evidence that there was no good
faith dispute, as defined in subdivision (b) ,
(4) Notwithstanding paragraph. (1) , a person shall, not be liable
under that: paragraph for the service c=harge if, at any time, he or
she presents the payee with written confirmation by is or her
financial institution that the check was returned to the payee by the
financial .institution due to an error on the part of the financial
institution.
(5) Notwithstanding paragraph (1), a person small not be liable
under that paragraph for the service charge if the person presents
the payee with written confirmation that his or her account had
insufficient funds as a result of a delay in the .regularly scheduled.
transfer of, or the posting of, a direct deposit of a social_ security
or government, benefit assistance paymeI;t.
(6) As used in this subdivision, to "pass a check, on insufficient
fund -s" means to make, butes', draw, or delver any check, draft, or
order for the payment of money upon any bank, depository, person,
firm. or corporation that refuses to honor the check, draft., or order
for any of the following reasons:
(A) Lack of funds or credit in the account to pay the check.
(2) The person who wrote the check does not have an account with
the drawee.'..
(C) The person who wrote the check instructed the drawee to stop
payment on the check.
(c:) For purposes of this section, in the case of a stop payment,
the existence of a "good faith dispute" shall be determined by the
trier of fact. A "good faith dispute" is one in which the court
finds that the drawer had a reasonable belief of his or her legal
entitlement to withhold payment. Grounds for the entitlement
include, but are not limited to, the following: services were not
rendered, goods were noL delivered, goods or purchased are
faulty, not as promised, or otherwise unsatisfactory, or there was an
overcharge.
(c) In `:ale case of a stop payment, the notice to the drawer
required by this section shall be in substantially the following
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AIS 2643 assembly Bill - CH P1 ERED
farm
Co.
(name of drawer)
(name of payee)
or $
NO`I'TCF,,
is the payee of a check you wrote
The: check was not paid because
(amount)
you stopped payment, and the payee demands payment. You may
have a good faith dispute as to whether you owe the full amount.
if you do not have a good faith dispute with the payee and fail
to pay the payee the full amount of the check in cash, a ,service
aharge of an amount not to exceed twenty-five dollars ($25) for
the t .:rst check passed on insufficient funds and an amount not to
exceed thirty -.lave dollars ($35) for each subsequent check
passed on .i.nsuificient. Fends, and t.he costs to mail this notice
within 30 days after this notice was mailed, you could be sued
and held responsible to pay at least both of the following;
(1) The amount of the check.
(2) Damages of at least one hundred dollars ($100) or, if
higher, three times the amount of the check up to one thousand
five, handred dollars ($1,500).
if the court determines that you do have a good faith dispute
with the payee, you will not have to pay the service charge,
treble damages, or mailing cost,,
if yoga stopped payment because you have a good faith dispute with
the payee, you should try to work out your dispute with the payee.
You can contact the payee at
(name of payee)
(street. address)
(telephone number)
You may Nish to contact a Lawyer to discuss your legal
rights and responsibilities,
(name of sender of notice)
[d) in the case of a stop payment, a court may not: award damages
or costs under this section unless the court receives into evidence a
copy of whe written demand which, in that case, shall have been sent
to rhe drawer and a signed certified mail receipt showing delivery,
or attempted delivery if refused, of the written demand to the drawer`
s last known address.
(e) A cause of:: action under this section may be brought in small
claims __=t by the original payee, ii it does not exceed the
jurisdi_cLr_on of that court, or in any other appropriate court. The
payee shall, in order to recover damages because the drawer
instructed the drawee to stop payment, ,show to the satisfaction of
the trier of Fact that there was a reasonable effort on the part of
the payee to reconcile and resolve the dispute prior to pursuing the
dispute through Lhe courts.
,f.) A cause of action under this section may be brought in
municipal court by a holder of the check or, an assignee of the payee.
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AB 2643 Assembly Bill -- C=`HAI'` FRED
however, if Eche assignee is acting on behalf of the payee, for a
flat 7','ee or a percentage fee, the assignee may not charge the payee a
greater flat fee= or percentage fee for that portion of the amount
collected that represents treble damages than is charged the payee
for collecting the face amount of the check_, draft, or order. This
subiivision .shall not apply to an action brought in small claims
court,
(q) Notwithstanding subdivision (a), if the payee is a municipal
cour�: , the written demand for payment described in subdivision {a)
may be made& to the drawer by a municipal court clerk.
Notwithstanding subdivision (d), in the ease of a stop payment where
the demand is mailed by a municipal court clerk, a court may not
award damages or costs pursuant to subdivision jd), unless the court
receives into evidence a copy of the written demand, and a
certificate of mailing by a municipal court clerk in the form
provided For in ,subdivision (4) of Section 1013a of the Code of Civil
Procedure for service in civil actions, .dor purposes of this
subdivision, in courts where a single court clerk serves more than
one c:ourn, the clerk shall be deemed the court clerk of each court.
(h) The requirements of this section in regard to remedies are
mandatory upon a court.
fi) The assignee of the payee or a holder of the check may demand,
recover, or en arce the service charge, damages, and costs specified
in this section to the same ext=ent, as the original. payee,
(j) (1) A drawer is liable for damages and costs only if all of
the requirements of this section Have been satisfied..
(2) The drawer shall in no .anent be liable more than once u.rsder.
this section on each )_heck for a service: charge, damages, or costs.
(k) Nothing in this section .i5 intended to condition, curtail, or
otherwise prejudicethe rights, claims, remedies, and defenses udder
Division 3 „commencing wivh Section 3101)) of the Commercial Lode of a
drawer, payee, assignee, or holder, including a holder in due course
as defined in Section 3302 of the Commercial Code, in connection
with the enforcement of this section,
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iI MINIPUMP 119111 1 FIRM 11111 1 1� I III I I III
IMMM:
gill III III � I 1 111 11111 1 1
It paid, Physical Turn on ( requires 2 person)
Sub Total (Field) Each Check
EXHIBIT A
5 minutes $1.40
WEBB=
5 minutes $1 AO
5 minutes $1,40
3 minutes $0.84
$6.00
$14.68
25 minutes $17,50
25 minutes $875
$31-50
$4618
CITY OF LODI - FINANCE, REVENUE SECTION
PROCESSING COSTS FOR RETURNED CHECKS k?LH �131T A��2
Continual Shut Off Situation
Data entry and update list to include Issuer name, address, account #,$ amt, Meter info/com. 5minutes $1.75
Physical site visit to determine if service is still sealed or customer moved. 20 minutes $7.00
Continual maintenance of shut off list to determine credit and require deposit in future. 5 minutes $1.75
Additional Fees $10.50
Grand Total $56.68
CITY OF LODI -- FINANCE
REVENUE SECTION I
LATE CHARGE
c . , MAY 2002 TO APRIL 2003
$5.00 47181
$15M 13771
9.00
IiLo—()W5.00
Number of
Number of
Tot 1
Number r of
Number of
Total
Number of
Number of
Total
Accounts
Occurances
Numbers
Accounts
Occurances
Numbers rs
ants
Occurances
Numbers
41491
4149
2384
1
2384
17
1
67
2294
2
4588
1250
2
2500
24
2
48
17261
3
5176
872
3
2636
7
3
21
16103
4
6412
745
4
2980
9
4
36
16W
5
8180
493
5
2465
4
5
20
1456
6
8736
139
6
834
2
6
12
7.25
7
5075
2
7
14
310
8
2480
1
8
6
959
9
1431
1
9
.9
71
10
710
1
90
io
22
11
2.42
2
11
22
14151
47181
5883
13779
144
287
$5.00 47181
$15M 13771
ASSESS PCTJ AT WHAT POINT 00 YOU ACCESS MINIMUM
ORGAWATION LATE FEE FLAT FEE LATE FEE IN COLLECTION CYCLE FEE
SHN43
City of Vacaville
Yes
10%
30 days after bill date
$10
First late fee is $10 or 1 (''/o,whicheve.r is greater
City of Sunnyvale
Yes
5%
31 days from bill date
None
City of Santa Clara
Yes
1.50%
25 days after the bill due date
$5
1.5% of delinq. arra or whichever is greater
Modesto Irrigation District
Yes
1.5%
28 days after a bill is rendered
$5
1.5% of delinq. amt or whichever is greater
City of Palo Alto
Yes
I%
On the 5th day after due date
Delinquent fees only for :.gal. of $15 and more
City of Napa
Yes
$10
45 days>end of billing period
$10
City of Lodi
Yes
$5/$15
$5 at 27 days delinquent; $15
$5/$15
assigned 30 days later
Turlock Irrigation District
Yes
S3+1 1/2"/,15
days past bill due -date
$3+1 1/2%
Truckee -Donner Public Utility
Yes
$5/1.5%
When the nx bill is generated
$5
District
with a past due of at least $25
City of Roseville
Yes
$10
21 days after bill is mailed
$10
City of Pleasanton
Yes
10%
30 days
None
City of Redding
Yes
$12
23 days from mailing
$12
City of Brentwood
Yes
5%
Late fee assessed on the
first day after the due date
None
INFORMAMN COMNLED APRIL 7. tow
RESOLUTION NO. 2003-137
A RESOLUTION OF THE LODI CITY COUNCIL
INCREASING FEE FOR RETURNED CHECK
CHARGES FROM $10.00 TO $25.00 FOR EACH FIRST
RETURNED CHECK AND INCREASING LATE FEES
FOR 30 -DAY PAST DUE UTILITY BILLS FROM
$5.00 TO $10.00
WHEREAS, Section 1719 of the Civil Code provides that damages equal to
treble the amount of an insufficient funds check could be enforced under specific
circumstances; and
WHEREAS, returned checks made payable to the City of Lodi have increased in
the last six-year period; and
WHEREAS, an analysis of cost incurred by staff in an attempt to collect
exceed $25.00 for each check, and the total cost is currently $56.68 excluding any cost
by the accounting department to reverse entries and balance the bank reconciliation;
and
WHEREAS, on September 27, 1996, Governor Wilson signed into law AB 2643,
effective January 1, 1997, which provides that a check -writer of the dishonored check
shall be liable to the "payee" (person named on the check) for a service charge in an
amount not to exceed $25.00 for the first check dishonored; and
WHEREAS, it is the policy of the City Council that the enterprise activities
(electric, water, wastewater, and solid waste) of the City be efficiently managed and
based on sound economic principles by following prudent business practices; and
WHEREAS, it is the policy of the City Council to encourage customers to pay
utility bills on a timely basis in full and to discourage delinquent utility bills; and
WHEREAS, it is the policy of the City Council that City staff will be sensitive to
customer hardships or other unusual and one-time circumstances that preclude timely
payment of utility bills.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council hereby
increases the fee for a first check and all subsequent checks returned for non -sufficient
funds, account closed, and referred to maker from $10.00 to $25.00 and increases late
fees for 30 -day past due utility bills from $5.00 to $10.00.
BE IT FURTHER RESOLVED by the Lodi City Council that this Resolution shall
become effective immediately.
Dated: July 16, 2003
I hereby certify that Resolution No. 2003-137 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held July 16, 2003, by the following
vote:
AYES:
COUNCIL MEMBERS — Beckman, Hansen, Howard, and Land
NOES:
COUNCIL MEMBERS — None
ABSENT:
COUNCIL MEMBERS — Mayor Hitchcock
ABSTAIN:
COUNCIL MEMBERS — None
Susan Blackston
City Clerk
2003-137