925.07  RATE METHODOLOGY.
   (a)   User Charge System.
      (1)   The rate charged for OM&R shall be determined by the following calculations:
   Total Annual OM&R Costs-less costs for extra strength BOD and Suspended Solids divided by the total Annual Billable Flow - shall determine the rate per 1,000 gallons.
      (2)   The monthly rate for Debt Service shall be determined as follows:
   Annual amount of debt previous to 1997 is fixed at $13.00 per month per bill.
   WPCLF Annual Loan Repayment - divided by the total number of users for each month.
   Total Annual Capital Improvements Cost - divided by the total annual flow - determined the rate per 1,000 gallons.
      (3)   Extra Strength Surcharge:
   BOD rate=total annual cost for BOD treatment divided by the total annual pounds treated.
   Suspended Solids rate=total annual cost for suspended solids divided by the total annual pounds treated.
   (b)   Annual Review of Charges.  The user charge and debt service charge shall be reviewed annually by the City in order to determine whether or not they are sufficient to defray the fixed charges, amortization costs, and annual cost of operation and maintenance of the sewage system.  If the difference between the total annual review derived and the total annual cost is sufficient to justify an increase or decrease in the sewer service charge, the City will adjust the rates as required.  The purpose of the annual review is also to maintain a proportional user charge.
   (c)   Annual Notification.  Each user is to be notified at least annually, in conjunction with a regular bill, of the rate and that portion of the sewer service charge which is attributable to OM&R costs of wastewater treatment services.
   (d)   No Free Services.  Every person whose premises are served by said sewage works shall be charged for the service provided.  No user shall be granted service without charge.
   (e)   Methods of Collection and Enforcement.  In accordance with this section, monthly charges to users of the wastewater treatment system shall be calculated in accordance with the approved User Charge System.  (Ord. 97-9060.  Passed 6-9-97.)
USER CHARGE SYSTEM FORMAT
Project Information
 
Current Population 9060
Design Flow (MGD)1.89
I/I (MGD)333,333
Design Population 10,600
Design BOD (lbs/day)2585
I/I (% of Flow) 17.6
 
Design SS (lbs/day 2695
 
1.   Show number of customers (connections) by class.
Determine who all the users are or will be.  All residents, businesses, industrial, governmental, and institutional facilities (including not-for-profit or tax-exempt organizations) within the recipient’s jurisdiction are required to connect to the sewer system.  Next, group the users into classes based on types and/or activities of the users.  Most utilities have a minimum of four user classes: residential, commercial, governmental/institutional, and industrial.
USERS BY CLASS
 
Total
Connections
Residential
Commercial
Industrial
Government
Institutional
3600
3464
104
4
5
23
3,998 EDU
 
2.   Provide the total annual billable flow, BOD, and Suspended Solids Loadings by class of users.
Billable flow is generally determined by water meter records.  BOD and Suspended Solids (plus any other treatment parameter) should be obtained from the treatment facility superintendent.  Extra strength wastewater (higher than normal domestic strength) should be shown separately as indicated below.
TOTAL ANNUAL FLOW AND LOADINGS BY CLASS
 
Residential
Commercial
Industrial
Government
Institutional
Total
Flow (gallons)
191,879,280
9,238,632
30,321,664
1,895,104
3553320
236,888,000
BOD (pounds)
230,984
11,117
36,507
2,281
4,279
285,168
SS (pounds)
345,349
16,628
545,668
3,410
6,395
426,350
3.   Provide an itemized listing of all costs for operation, maintenance and replacement (OM&R), categorized by Administrative costs, Treatment costs, Collection System costs, and Equipment Replacement costs, and identified by treatment parameter.  Please insure that all operational and maintenance costs are included.  All costs not related to operation, maintenance, and equipment replacement must be excluded from this listing of OM&R costs.
OPERATION, MAINTENANCE, AND REPLACEMENT COST (OM&R)
(Projected for First Year of Operation)
Item
Total
Admin.
(Fixed)

Flow
BOD
Suspended
Solids
Other
Administrative
Salaries
90,429.00
Indirect Salary Costs
18,000.00
Billing
Supplies & Postage
Other
5,000.00
Category Total
113,429.00
45,371.60
34,028.70
34,028.70
Treatment
Salaries
436,650.00
Indirect Salary Costs
238,861.00
Supplies
2,600.00
Chemicals
23,000.00
Power
94,000.00
Building Utilities
27,410.00
Maintenance (Bldg. & Grounds)
10,000.00
Transportation Equip.
12,800.00
Insurance
5,710.00
Employee Training
3,500.00
Contractual Services
26,500.00
Misc.
35,000.00
Contingencies 96 debt
64,000.00
Other
25,000.00
402,012.40
301,509.30
301,509.30
Category Total
1,005,031.00
Collection
Salaries
Indirect Salary Cost
Sewer Maintenance
Other
8,000.00
Category Total
8,000.00
Replacement:  sewer
5,000.00
8,700.00
WWTP
24,000.00
11,600.00
8,700.00
TOTAL
29,000.00
Total OM&R
1155460
426184
346638
346638
4.   Please prepare a listing of all equipment involved in the treatment and collection system process.  Determine the years of useful life, the cost to buy the item at the end of its useful life and, by dividing the cost to replace by the years of useful life, an annual amount to contribute to the equipment replacement account (line item amount in OM&R budget) is determined.  Other methods may be used to determine the annual contribution, but this is the least complex and is quite acceptable.
Items included in this listing must meet the following definition:
“Replacement shall mean expenditures for obtaining and installing equipment, accessories or appurtenances which are necessary during the useful life of the treatment works to maintain the capacity and performance for which such works were designed and constructed.”
Because “replacement” is an OM&R expense and funded through OM&R rates, any items that expand capacity, improve functional performance, or extend useful life beyond initial design parameters are considered capital costs and must not be included in “Equipment Replacement.”
REPLACEMENT COSTS
 
Item
Cost to Replace
Estimated
Useful Life (years)
Cost Per Year
To Replace
SEWER
 
 
5,000
WWTP
 
 
24,000.00
TOTAL
 
 
29,000.00
5.   Please separate the OM&R costs by classes of users.
OM&R COSTS BY CLASS
 
Residential
Commercial
Industrial
Government
Institutional
Total
935922.6
45062.94
147898.88
9243.68
17331.9
1,155,460.00
6.   Please provide a determination of annual revenue (for OM&R only.)
TOTAL ANNUAL REVENUE (OM&R)
 
Total
OM&R Costs
Total Flow
Cost
Per 1000 gals.
OM&R Rate
Revenue
Extra Strength Revenue
Total Revenue
 
1155460
236888
4.8777
4.88
1155468.54
 
 
7.   Please determine OM&R revenues by class of users.  Revenues for each class of users must exceed the costs for each class of users.
TOTAL ANNUAL REVENUE BY CLASS
 
Residential
Commercial
Industrial
Government
Institutional
Total
936369.52
45081.44
147,966.45
9247.6
17338.64
1,156,003.68
 
SUMMARY OF RATE CALCULATIONS
Debt Service Rates:
 
Debt
Annual Amount
No. of Users
Monthly Rate
Previous Debt Payment
$617,170.00
39983998
$13.00
New Debt Payment
$47,976.00
 
$1.00
 
Capital Improvements:
 
Annual Amount
Annual Billable Flow
Cost per 1000 Gal.
Capital Improvement Cost
$28,426.56
236888. (Thous. Gals)
$0.12 per 1000 gals
 
Operation, Maintenance, & Replacement (OM&R):
 
Annual Amount
Billable Flow in
Thous. Gals
Unit Rate
1155468.54
236888
$4.88 per 1000 gals.
Extra Strength Surcharge:
 
Annual LBS Treated
Annual Cost
Rate per LB
BOD
285168
$346,638.00
$1.22
SS
426350
$346,638.00
$.82