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HomeMy WebLinkAbout03.a. Review Draft Position Paper Approving Proposed Revisions to Board Policy No. BP 030 - Cost of Service StudyPage 1 of 3 Item 3.a. DCENTRALSAN MEETING DATE: AUGUST 1, 2023 BOARD OF DIRECTORS POSITION PAPER DRAFT SUBJECT: REVIEW DRAFT POSITION PAPER APPROVING PROPOSED REVISIONS TO BOARD POLICY NO. BP 030 -COST OF SERVICE STUDY SUBMITTED BY: INITIATING DEPARTMENT: KATIE YOUNG, SECRETARY OF THE SECRETARYOF THE DISTRICT DISTRICT REVIEWED BY: THOMAS BRIGHTBILL, SENIOR ENGINEER DANEA GEMMELL, PLANNING AND DEVELOPMENT SERVICES DIVISION MANAGER ROGER S. BAILEY, GENERAL MANAGER ISSUE Revisions to Board of Directors (Board) policies must be approved by Central San's Board. BACKGROUND The policy is up for its biennial review and staff would like to propose revisions to update the language in the policy. No substantive changes were made. ALTERNATIVES/CONSIDERATIONS The Board could elect to not accept the changes. FINANCIAL IMPACTS None. COMMITTEE RECOMMENDATION This item was reviewed at the August 1, 2023 Administration Committee meeting. The Committee staffs recommended changes. August 1, 2023 Regular ADMIN Committee Meeting Agenda Packet - Page 3 of 27 Page 2 of 3 RECOMMENDED BOARD ACTION Approve the proposed revisions to BP 030 - Cost of Service Study Strategic Plan Tie -In GOAL FOUR: Governance and Fiscal Responsibility Strategy 1 - Promote and uphold ethical behavior, openness, and accessibility, Strategy 3 - Maintain financial stability and sustainability GOAL FIVE: Safety and Security Strategy 2 - Protect personnel and assets from threats and emergencies ATTACHMENTS: 1. Proposed Revisions to BP 030 - Cost of Service Study August 1, 2023 Regular ADMIN Committee Meeting Agenda Packet - Page 4 of 27 Page 3 of 3 Number: BP 030 Related Admin. Procedure AP 030 Authority: Board of Directors Effective: July 6, 2017 Revised: September 5, 2019 Reviewed: 0'%�2TAugust 1, 2023 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 Sections 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 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. 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 agency providing utility service to a public school or other public agency, s-on„nn pyh'i^ S^hee must perform a cost of service study for Gapital nharges not less than once every ten years. [Original Retained by the Secretary of the District] August 1, 2023 Regular ADMIN Committee Meeting Agenda Packet - Page 5 of 27