HomeMy WebLinkAbout3.c. Revision of BP 030 - Cost of Service Study Page 1 of 5
Item 3.c.
CENTRAL SAN BOARD OF DIRECTORS
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POSITION PAPER
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DRAFT
MEETING DATE: AUGUST20, 2019
SUBJECT: REVIEW DRAFT POSITION PAPER TO APPROVE PROPOSED
REVISIONS TO BOARD POLICY NO. BP 030 - COST OF SERVICE STUDY,
REFLECTING THE COMMITTEE'S INPUT FROM THE AUGUST 6, 2019
MEETING
SUBMITTED BY: INITIATING DEPARTMENT:
DANEA GEMMELL, PLANNING & SECRETARYOF THE DISTRICT
DEVELOPMENT SERVICES DIVISION
MANAGER
REVIEWED BY: KATIE YOUNG, SECRETARYOF THE DISTRICT
PHILIPLEIBER, DIRECTOR OF FINANCE AND ADMINISTRATION
ISSUE
Revisions to Board policies must be approved by Central San's Board.
BACKGROUND
As part of the biennial review of Board Policies, staff brought before the Administration Committee Board
Policy No. BP 030 - Cost of Service Study. The Committee recommended clarifying language regarding
the frequency of conducting cost of service studies.
ALTERNATIVES/CONSIDERATIONS
The Board could elect to leave the existing policy as is but, as pointed out at the August 6, 2019
Committee meeting, the policy language should specify that an appropriate level of cost of service study
be conducted any time rates are considered. The recommended changes clarify that issue.
FINANCIAL IMPACTS
None.
August 20, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 19 of 52
Page 2 of 5
COMMITTEE RECOMMENDATION
This item was reviewed at the August 6 and August 20, 2019, Administration Committee meetings. The
Committee recommended Board approval of the proposed changes.
RECOMMENDED BOARD ACTION
Approve the proposed revisions to B P 030 - Cost of Service Study.
Strategic Plan Tie-In
GOAL TWO: Strive to Meet Regulatory Requirements
Strategy 3- Comply with all federal, state, and local regulations related to District administration
ATTACHMENTS:
1. Proposed Revisions to BP 030 - Cost of Service Study (strikeout)
2. Proposed Revisions to BP 030 - Cost of Service Study (clean version)
August 20, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 20 of 52
Page 3 of 5
Number: BP 030
Related Admin. Procedure AP 030
Authority: Board of Directors
Effective: July 6, 2017 -�
Revised:
Reviewed: August 620, 2019 CENTRALSAN
Initiating Dept./Div.: Administration/Finance
BOARD POLICY
COST OF SERVICE STUDIES
PURPOSE
Central San, as a public utility, calculates and sets rates based on the cost of providing
services to customers. The State of California Government Code, including Section
54999.7 and 53756, requ♦reshave the effect to require that public agencies periodically
conduct a cost of service study for both capital charges and sewer service fees. This
pP-olicy directs thee-Central San to comply with theses requirements. An accompanying
administrative procedure provides other guidance related to the need to ensure
adequate cost support exists for changes in Central San rates.
POLICY
I. A new or updated cost of service study shall be prepared not less frequently than
required by California law and may be appropriate more frequently in certain
circumstances, to be assessed by staff each time rate changes are proposed.
Staff shall report to the Board at the time of the proposed rate change on whether
the most recent Cost of Service study and applicable updates remains a valid
basis for the proposed rates. An administrative procedure addressing this
assessment is maintained by the General Manager.
III. A cost of service study or update addressing rates subject to Proposition 218
shall generally be conducted not less than once every te-R-five years. This policy
is also consistent with state law specifying that any public utility serving a public
school must perform a cost of service study for capital charges not less than
once every ten years.
A Rew or updated Gest of serViGe study may be appropriate rnere frequently
Certain nirni imstaRGeo to be assessed by staff each time rate nhaRges are
proposed. Staff
taf+�shall report to the Board at the a of the proposed rate
change OR whether, OR staff's OPiniOR the GGSt E)f CeFV+Ge{udy omaiRs a valid
August 20, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 21 of 52
Page 4 of 5
Number: BP 030
COST OF SERVICE STUDIES
Page 2 of 2
mnintaiRed by the I eReral Manager
[Original Retained by the Secretary of the District]
August 20, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 22 of 52
Page 5 of 5
Number: BP 030
Related Admin. Procedure AP 030
Authority: Board of Directors
Effective: July 6, 2017 ----
Revised:
Reviewed: August 20, 2019 CENTRALSAN
Initiating Dept./Div.: Administration/Finance
BOARD POLICY
COST OF SERVICE STUDIES
PURPOSE
Central San, as a public utility, calculates and sets rates based on the cost of providing
services to customers. The State of California Government Code, including Section
54999.7 and 53756, have the effect to require that public agencies periodically conduct
a cost of service study for both capital charges and sewer service fees. This policy
directs Central San to comply with these requirements. An accompanying
administrative procedure provides other guidance related to the need to ensure
adequate cost support exists for changes in Central San rates.
POLICY
I. A new or updated cost of service study shall be prepared not less frequently than
required by California law and may be appropriate more frequently in certain
circumstances, to be assessed by staff each time rate changes are proposed.
Staff shall report to the Board at the time of the proposed rate change on whether
the most recent Cost of Service study and applicable updates remain a valid
basis for the proposed rates. An administrative procedure addressing this
assessment is maintained by the General Manager.
Il. A cost of service study or update addressing rates subject to Proposition 218
shall generally be conducted not less than once every five years. This policy is
also consistent with state law specifying that any public utility serving a public
school must perform a cost of service study for capital charges not less than
once every ten years.
[Original Retained by the Secretary of the District]
August 20, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 23 of 52