HomeMy WebLinkAboutUTILITIES 2016-10-25 COMPLETE AGENDA PACKETCity of Tukwila
Utilities Committee
❖ Kathy Hougardy, Chair
❖ Kate Kruller
❖ Thomas McLeod
AGENDA
Distribution:
G. Labanara
K. Hougardy
p. Brodin
K. Kruller
R. Turpin
T. McLeod
Deputy City Clerk
J.Duffie
Clerk File Copy
D. Robertson
2 Extra
Mayor Ekberg
11/21/16 Regular
D. Cline
e-mail cover to: A. Le,
L. Humphrey
C. O'Flaherty, K. Hougardy,
B. Giberson
D. Almberg, B. Saxton,
R. Tischmak
S. Norris, L. Humphrey
TUESDAY, OCTOBER 25, 2016 — 5:30 PM
FOSTER CONFERENCE ROOM - 6300 Building
Item
Recommended Action
Page
1. PRESENTATION(S)
2. BUSINESS AGENDA
a) Tukwila 205 Levee Certification
a) Forward to 10/14/16 C.O.W. and
Pg. 1
Supplemental Agreement No. 1 for Phase 2
11/21/16 Regular
b) Public Works Fee Resolution for Water, Sewer,
b) Forward to 10/14/16 C.O.W. and
Pg. 13
Surface Water & Pole Attachment Rates
11/21/16 Regular Consent
c) Customer Assistance Programs (CAPS) for Water,
c) Information Only
Pg. 39
Sewer and Surface Water
3. ANNOUNCEMENTS
4. MISCELLANEOUS
Future Agendas:
Next Scheduled Meeting: Tuesday, November 29, 2016
SThe City of Tukwila strives to accommodate individuals with disabilities.
Please contact the Public Works Department at 206 - 433 -0179 for assistance.
City of Tukwila
Allan Ekberg, Mayor
TO: Utilities Committee
FROM: Bob Giberson, Public Works Director
BY: Ryan Larson, Senior Program Manager
CC: Mayor Ekberg
DATE: October 21, 2016
SUBJECT: Tukwila 205 Levee Certification
Project No. 91341203, Contract No. 14 -164
Supplemental Agreement No.1 for Phase 2
ISSUE
Approve Supplemental Agreement No.1 to Contract No. 14 -164 with Northwest Hydraulic Consultants, Inc.
(NHC) to provide levee certification services for the Tukwila 205 Levee Certification.
BACKGROUND
The Tukwila 205 Levee is located on the left bank of the Green River between S 196th St and 1 -405 and provides
flood protection to the Tukwila Urban Center. The Corps of Engineers provided letters of levee certification as
needed to certify that the levee met their minimum design standards. In July of 2012, the Corps notified the City
that due to a change in their policy, they would no longer provide levee certification for this or any federal levee
and that the current levee certification would expire in August of 2013.
Levee certification is critical because it provides documentation that the levee meets minimum federal standards
and allows FEMA to map the protected area as outside of the 100 -year floodplain. In late 2014, the City hired
NHC to perform the first phase of a certification effort that included an engineering analysis in accordance with
FEMA requirements. This analysis looked at the entire levee system to determine which segments did not meet
FEMA requirements. The results of the Phase 1 study revealed that the levee does not meet minimum free board
requirements in 14 segments and that embankment, foundation, and stability issues are present.
DISCUSSION
Phase 2 of this certification effort will look at each of the areas identified in Phase 1, collect additional site
information, develop alternatives for correcting the deficiencies, and develop costs estimates. Phase 1's contract
was for $447,711, yet the total spent was only $325,611.08. NHC's contract supplement for Phase 2 is
$316,768.00, bringing the total contract amount to $642,379.08.
FISCAL IMPACT
Tukwila 205 Levee Certification Phase 2 funding is budgeted in 2016 with $100,000 and $217,000 proposed in
the 2017 CIP. The $100,000 from 2016 will need to be transferred to 2017 as Phase 2 work will begin in 2017. A
new Proposed 2017 CIP sheet for the Tukwila 205 Levee is attached.
RECOMMENDATION
Council is being asked to approve Supplemental Agreement No.1 to Contract No. 14 -164 with NHC, Inc. for
Phase 2 of the Tukwila 205 Certification in the amount of $316,788.00 and consider this item at the November
14, 2016 Committee of the Whole meeting and subsequent November 21, 2016 Regular Meeting.
Attachments: CIP Page 100, Proposed 2017 CIP and new Proposed CIP sheet
NHC Supplement No. 1, Scope of Work and Fee Estimate
WAPW Eng \PROJECTS\A- DR Projects \Tukwila 205\205 Certification (91341203) \Phase 2 \Info Memo Sup #1 102116 gl.docx
CITY OF TUKWILA CAPITAL PROJECT SUMMARY
2017 to 2022
PROJECT: Tukwila 205 Levee Certification Project No. 91341203
DESCRIPTION:
Obtain levee certification for the Tukwila 205 Levee.
The US Army Corps of Engineers no longer provides levee certification services to federally authorized
levees. The existing certification expired in August of 2013. Certification is required for the Federal
JUSTIFICATION:
Emergency Management Agency to accreditate the levee system as providing a 100 -year level of
flood protection.
STATUS:
Consultant hired in 2014 for Phase I that includes an initial study and identification of levee deficiencies.
350
Certification process is expected to lead to additional levee repair projects that are required to meet the
MAINT. IMPACT:
certification criteria. Certification is valid for a 10 -year period.
The initial phase of the certification process will determine needed repairs and cost estimates. Costs
COMMENT:
listed in 2017 through 2019 are estimates for potential repairs that would be grant dependent. King
County Flood Control District's Opportunity Grant Program currently has $63k per year.
FINANCIAL
Through Estimated
(in 9000's)
2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL
EXPENSES
Certification Phase 1
350
350
Certification Phase 11
100
217
220
537
Design
275
275
Const. Mgmt.
30
115
600
745
Construction
200
750
4,000
4,950
TOTAL EXPENSES
1 3501
1001
4471
1,360
1 4,600
1 01
01
01
01
6,857
FUND SOURCES
KC Flood Control
113
63
63
63
63
63
63
63
63
617
Proposed Grants
150
780
4,500
5,430
Mitigation Actual
0
Mitigation Expected
0
Utility Revenue
237
37
234
517
37
(63)
(63)
(63)
(63)
810
TOTAL SOURCES
1 350
1 100
447
1 1,360
1 4600
1 0
1 0
0
0
6,857
2
2017 - 2022 Capital Improvement Program 100
CITY OF TWKVV|LA CAPITAL PROJECT SUMMARY
2017 to 2022
PROJECT: Tukwila 2O5 Levee Certification Project mo. e1341203
DESCRIPTION: Obtain levee certification for the Tukwila 205Levee.
The US Army Corps of Engineers no longer provides levee certification services to federally authorized
levees. The a�ohngoe�ificsUonexpired |nAugu�of2013.Ce�iUoaUoniomquimd for the Fod*m|
JUSTIFICATION: ' Emergency Management Agency to accreclitate the levee system as providing a 1 00-year level of
flood protection.
STATUS: Consultant hired in 2014 for Phase I that includes an initial study and identification of levee deficiencies.
Co�if|oedonpmoeouiaoxpewedm lead maddihona| levee repair po4eomthat amnaquimUm meet the
certification criteria. Certification is valid for a 1 0-year period.
�AJN�.|����T�
The initial ph of the certification process vmnu es. Costs
COMMENT: n�mmou17mmugx�1S m� m=��/��m.�ng
iity County Flood Contro
ir
RNAmCIAL ��=,—
onsuno'o) �xw��=��on� � ��
�o�� cn/a 2019 mnon uno/ nunx aFvomo rorx/
EXPENSES
Certification Phase 1
350
3
353
Certification Phase 11
317
220
537
Design
275
275
Const. Mgmt.
30
115
600
745
Construction
200
750
4,000
4,950
FUND SOURCES
KC Flood Control
113
63
63
63
63
63
63
63
63
617
Proposed Grants
150
780
4,500
5,430
Mitigation Actual
0
Mitigation Expected
0
a
2v/r-2n22 Capital Improvement Program 100
City of Tukwila Agreement Number:
6200 Southcenter Boulevard, Tukwila WA 98188
D.
CONTRACT FOR SERVICES
Amendment # 1
Between the City of Tukwila and Northwest Hydraulic Consultants, Inc.
That portion of Contract No. 14 -164 between the City of Tukwila and Northwest Hydraulic,
Inc. is amended as follows:
Section 2: Scope of Services
The consultant agrees to perform the additional services, identified on Exhibit "A1"
attached hereto, including the provision of all labor, materials, equipment, and supplies.
Section 3: Duration of Agreement; Time for Performance
This Agreement as amended shall be in full force until December 30, 2018, unless sooner
terminated under the provisions of the agreement. Work under this Agreement shall
commence upon written notice by the City to the Consultant to proceed. The Consultant
shall perform all services and provide all work product required pursuant to this agreement
no later than December 30, 2017 unless an extension of such time is granted in writing by
the City.
Section 4: Payment
A. Payment for the work provided by the Consultant shall be made as provided on Exhibit
"B1" attached hereto, provided that the total amount of payment to the Consultant shall
not exceed $642,399.00 without express modification of the Agreement signed by the
City.
All other provisions of the contract shall remain in full force and effect.
Dated this day of , 20
CITY OF TUKWILA CONTRACTOR
Allan Ekberg, Mayor
ATTEST /AUTHENTICATED
Christy O'Flaherty, MMC, City Clerk
Todd Bennett, Branch Manager
APPROVED AS TO FORM
City Attorney
Page 1 of 1
4
EXHIBIT Al
nhc
i� i o 'f, II,v� ������ e st II ya a LJ II k`,, CM I w; ass 111(, ,it
Prepared by Northwest Hydraulic Consultants Inc.
for the City of Tukwila Department of Public Works
October 19, 2016
The City of Tukwila (City) Department of Public Works has selected Northwest Hydraulic Consultants Inc.
(NHC), with their subconsultants AMEC Environment and Infrastructure, Inc. (AMEC) and KPG, to provide
professional engineering consulting services to evaluate and certify the Tukwila 205 Levee in accordance
with Federal Emergency Management Agency (FEMA) requirements (44 CFR Section 65.10). The 4.6-
mile -long levee is located on the left bank of the Green River between 1 -405 and South 196th Street and
includes the cutoff levee to Southcenter Parkway. Engineering services generally consist of researching
records, conducting inspections, performing structural, geotechnical, seismic, and hydraulic analyses,
preparing detailed reports of the current levee system, providing an analysis and report of needed
improvements, and working with the City to provide engineering plans, specifications, and cost
estimates for the improvements. Work may include engineering services during construction for any
required improvements, such as inspection and change management support under the direction of the
City's project manager. Once the levee is deemed certifiable, work will include providing the necessary
reports and documentation to certify that the levee provides protection from the base (1 percent annual
chance) flood in accordance with FEMA guidelines.
This is a multi -phase project. "Phase 1— Engineering Analyses and Improvement Identification" collected
data, performed analyses required under 44 CFR 65.10, and identified deficiencies. This work indicated
that steep bank slopes throughout the reach significantly limit the ability to certify the levee as -is. As
such, "Phase 2 - Alternatives Analyses for large Scale Improvements for Large Scale Improvements" will
identify if there are alternative options to evaluate the existing case, and then, if still deemed that the
levee can't be certified as -is, evaluate options that will certify the levee by selecting a preferred
alternative and developing conceptual level construction plans. These complex fixes will move the
project into permitting, design, and construction in "Phase 3 - Large Scale Improvements ". "Phase 4 -
Certification Submittal" will provide the documentation necessary to certify the Tukwila Levee and
include an Operations and Maintenance Manual, of which the basis will be the existing U.S. Army Corps'
(Corps) approved manual, but also will adopt other recent policies and procedures, if appropriate, such
as those from King County's ongoing System -Wide Improvement Framework (SWIF) assessment for the
Green River. After completion of Phase 2, the specific task work to be completed in Phases 3 through 4
will be refined and a cost estimate to complete this work will be prepared.
The Scope of Work (SOW) for Phase 1 defined Tasks 1 through 8 to complete the engineering analyses
needed to certify the Tukwila 205 Levee in accordance with FEMA requirements (44 CFR Section 65.10),
and identify any physical improvements necessary to certify the levee. Specific assignments and
deliverables have been listed for each task, including who is responsible for certifying compliance with
each section of 65.10.
Phase 2 will conduct the alternatives analyses for the large, complex improvements necessary to certify
the levee. Any small -scale fixes determined in Phase 1— for instance where the solution is obvious and
no permitting is required, such as raising the levee slightly to gain the necessary freeboard — will be
incorporated into the large -scale improvements. Phase 3 will address design, permitting, and
construction of large, complex improvements. The Phase 3 SOW will be refined after the completion of
Phase 2. A Phase 3 cost estimate will then be prepared and submitted to the City.
This task will collect additional data, evaluate methods, and conduct additional (or refine existing)
analyses to determine if the levees can be certified as -is. Phase 1 conducted a reach -wide assessment of
the levees using generalized information. More site specific details and review of levee sections in finer
detail, may indicate that portions can be certified as -is and not need a constructed fix. The project team
will discretize the project reach based on common characteristics and determine how Phase 1
engineering analyses could be refined for these sections. The team will then collect additional data and
refine the engineering analyses if it is deemed that they could provide the technical backing to certify
discrete sections of the levee. The City will be engaged, and meetings will be held as necessary at
regular intervals during the task work.
NHC will lead this effort, with both NHC and AMEC evaluating and refining the analyses as needed. It is
anticipated that AMEC will lead the effort to collect more detailed site characterization through cone
penetration test (CPT) probes. The CPT probes are a less costly exploration method than boring, but still
provide a continuous log of the soil profile when correlated with Phase 1 information. KPG will conduct
detailed channel bank information at up to eight cross - sections and, if requested, will collect additional
survey data in key areas up to the allotted level of effort budgeted.
ASSIGNMENTS
NHC: Evaluate and refine hydraulic engineering analyses. Assemble summary document.
AMEC: Evaluate and refine hydraulic geotechnical analyses.
KPG: Topographic survey.
City: Provide assistance as needed.
DELIVERABLES
• Documentation of sections of the levee that can be certified as -is without a constructed fix.
Phase 1 identified that projects of a larger and more complex scale are likely necessary to certify the
levee. For larger projects, an initial alternatives assessment will be conducted by the consultant team.
Page 2 of 6 Tukwila 205 Levee Certification Scope of Work — 10/19/16
City of Tukwila Department of Public Works
Alternatives will be assessed for each project using objectives and performance metrics developed in
conjunction with the City. A recommended alternative will be selected and presented to the City for
approval prior to beginning Phase 3 work.
NHC will lead this task. NHC and AMEC will first determine potential alternative construction fixes that
will lead to the levee being certified and then determine approximate construction costs for each
alternative with KPG assistance. For each levee section characterized, NHC and AMEC will determine
the evaluation criteria with the City, evaluate the alternatives accordingly, and provide a recommended
alternative to the City during an in- person meeting. Once a preferred alternative is selected, the project
team will develop conceptual level designs for each levee section.
NHC: Lead alternatives analysis and conceptual design. Develop alternatives. Provide hydraulic
support. Document work.
AMEC: Assist with developing alternatives. Provide geotechnical support.
KPG: Assist with developing alternatives and preliminary cost estimates.
City: Provide input on alternatives assessment metrics and preferred alternative.
• Alternatives assessment documentation for discrete levee sections including methodology, selection
criteria, and preferred alternative with a conceptual design.
wM
The total estimated cost to complete Phase 2 (Tasks 9 and 10) is $316,788 as detailed in Exhibit B,
"Phase 2 Cost Estimate 10/14/2016 ".
Phase 3 will provide civil design and construction support of the preferred design determined in Phase 2
for large- scale, complex physical deficiencies. Meetings will be held as needed. The SOW for Phase 3
will be refined at the completion of Phase 1, and a cost estimate prepared.
KPG will take the lead on plans, specifications, and engineering to develop and resolve deficiencies. NHC
and AMEC will provide specifications and direction on key hydraulic and geotechnical design features.
KPG will provide construction management services for the projects.
ASSIGNMENTS
NHC: Provide hydraulic technical input based on work completed in prior tasks.
AMEC: Provide geotechnical input based on work completed in prior tasks.
KPG: Lead efforts for construction of physical deficiency corrections including creating PSE and
providing construction support.
City: Provide assistance as needed.
DELIVERABLES
• Full PSE packages suitable for bid letting. Construction management documentation as required.
Page 3 of 6 Tukwila 205 Levee Certification Scope of Work — 10/19/16
City of Tukwila Department of Public Works
Capital improvements required to address deficiencies will likely require obtaining permits. If work is
required on the riverward side of the levee, federal permits triggering ESA consultations may be
mandatory. AMEC will provide permitting support for any required capital projects if requested by the
City.
ASSIGNMENTS
NHC: Hydraulics support for permitting.
AMEC: Provide permitting support as needed for the project.
KPG: Civil design support for permitting.
City: No assignments under this task.
• Permit submittal packages as required to meet environmental /permitting needs.
Once all deficiencies have been identified and corrected, the Tukwila Levee Certification report will be
prepared for submittal. The SOW for Phase 4 will be refined at the completion of Phase 1, and a cost
estimate prepared.
An Operations and Maintenance (O &M) manual to meet FEMA requirements for the levee (CFR 65.10.c)
will be created, primarily by combining existing manuals. The basis of the manual will be the existing
Corps' approved manual, but will also adopt other recent policies and procedures, if appropriate, such
as those from the ongoing King County SWIF process, (on which NHC is part of the consultant project
team). Additions may be necessary where other infrastructure — particularly bridge embankments —
serve as part of the levee system, but are not considered by the Corps as part of their project, and hence
are not addressed in the existing manual. The O &M manual must also address the stormwater system
that provides interior drainage for the City; therefore, all the City's pump stations will need to be
addressed.
FEMA requires clear ownership of the levee system be demonstrated. As the Washington State
Department of Transportation ( WSDOT) owned 1 -405 bridge embankment is high ground and the
downstream tie -in, an inter - jurisdictional agreement will need to be made between the City and
WSDOT. Kent and WSDOT have recently determined a method to address the issue within the City, and
we expect the same process to be followed. This task is required to be led by the City, but the
consultant team will provide the technical materials needed.
NHC: Prepare documentation (including references to existing manuals) to meet CFR 65.10.c
requirements.
AMEC: Assist with document preparation.
KPG: No assignments under this task.
City: Assist with providing existing O &M manuals. Lead inter - jurisdictional agreement at downstream
tie -in to high ground.
Page 4 of 6 Tukwila 205 Levee Certification Scope of Work — 10/19/16
City of Tukwila Department of Public Works
• Draft and final versions of O &M report.
• Technical materials for inter - jurisdictional agreement at downstream tie -in.
Engineering analyses conducted in Phase 1 may need to be refined to reflect any constructed levee
improvements, and demonstrate that the levee meets certification requirements. The project team will
revise the Phase 1 analyses, as needed, and update the documentation for the levee certification.
NHC, AMEC, and KPG: Revise Phase 1 engineering analyses, as needed.
• Final documentation of engineering analyses.
Once all technical analyses are complete and any deficiencies addressed, a certification report package
will be prepared. NHC will take the lead to prepare this document and combine reports, as -built plans,
and other required files. The certification document will be combined with others from the City (that
are related to the O &M manual) into a final report and submitted to FEMA. The project team will
address review comments provided by FEMA.
Whether the project report is submitted as a Conditional Letter of Map Revision (CLOMR) through
FEMA's consultant, STARR, or directly through local FEMA Region X for review, will be determined
during the project. NHC will engage FEMA Region X early in the project to determine which of these
paths is most likely.
ASSIGNMENTS
NHC: Prepare submittal package to meet CFR 65.10.c requirements.
AMEC: Assist with document preparation.
KPG: Assist with document preparation.
City: Assist with document preparation, including providing required City signatures and formal
authorizations.
t •10
• Draft project documentation.
• Final project documentation.
Page 5 of 6 Tukwila 205 Levee Certification Scope of Work — 10/19/16
City of Tukwila Department of Public Works
PREMM
A tentative schedule for Phase 2 is shown below, assuming notice to proceed occurs near November 1,
2016. Timing for work beyond Phase 2 will depend heavily on the number and complexity of any fixes
needed to obtain levee certification. Based on Phase 1 work, these could be significant. The schedule
for completing final design, and construction of the larger, more complex projects in Phase 3, will be
better known once Phase 2 is complete.
Page 6 of 6 Tukwila 205 Levee Certification Scope of Work — 10/19/16
City of Tukwila Department of Public Works
10
EXHIBIT B1
PHASE 2 COST ESTIMATE 10/19/2016
fil
IN
/ty of Tukwila Allan Ekberg, Mayor
Public Works Department - Bob Giberson, Director
To: Utilities Committee
From: Bob Giberson, Public Works Director '10
By: Gail Labanara, Public Works Analyst
CC: Mayor Ekberg
Date: October 21, 2016
Subject: Public Works Fee Resolution for Water Sewer Surface Water & Pole
Attachment Rates
ISSUE
Adopt Public Works Fee Schedule Resolution for 2017 and 2018.
1I _ :1
Public Works has analyzed the needs of the water enterprise fund. Cascade Water Alliance's
(CWA) wholesale water rates are proposed to increase 2.57% in 2017 and 1.7% in 2018. A rate
increase is being proposed for the base rate on residential customers and an increase in
consumption charges for multi - family and commercial /industrial rates.
Exhibit A is a rate matrix of all the proposed utility rate increases for residential customers. Exhibit
C -1 shows a comparison of adjoining cities and their water rates. Exhibit D is the Resolution which
updates the Public Works Fee Schedule.
TABLE 1 - WATER RATES PROPOSED FOR 2017 and 2018
SEWER
King County Ordinance No. 18305 has a 5.2% rate increase in the King County sewage disposal
fees in 2017. The King County sewer rate will increase from $42.03 to $44.22 per residential
customer equivalent per month. King County has no increase proposed for 2018. The King County
sewage treatment capacity charge (for any new sewer connections) will increase from the current
WAPW Eng \OTHER \Gail Labanara \Water & Sewer DocumentOnfo Memo 2017 & 2018 Water Sewer & SWM Rates 10- 21- 16.docx
13
Current 2016
Proposed 2017
Proposed 2018
CATEGORY
Charges
Charges
Charges
Single Family
$16.00
$17.00
$18.00
Multi - Family (each condo,
$16.00
$17.00
$18.00
apt, or dwelling unit)
Multi - Family Consumption
$3.21 & $4.49
$3.30 & $4.60
$3.40 & $4.70
Charges per 1 CCF
Commercial /Industrial
$4.60 & $6.30
$4.82 & $6.60
$5.10 & $6.90
Consumption per 1 CCF
SEWER
King County Ordinance No. 18305 has a 5.2% rate increase in the King County sewage disposal
fees in 2017. The King County sewer rate will increase from $42.03 to $44.22 per residential
customer equivalent per month. King County has no increase proposed for 2018. The King County
sewage treatment capacity charge (for any new sewer connections) will increase from the current
WAPW Eng \OTHER \Gail Labanara \Water & Sewer DocumentOnfo Memo 2017 & 2018 Water Sewer & SWM Rates 10- 21- 16.docx
13
INFORMATIONAL MEMO
Page 2
$58.70 to $60.80 per month for fifteen years for any sewer connection occurring between January
1, 2017 and December 31, 2017. Exhibit B is King County Ordinance No. 18305 for the 2017 rates.
Tukwila's sewer base rate will not have an increase in 2017, but does have one scheduled in 2018
(see Table 2) in accordance with the rate model which analyzes the City's operational and capital
needs. For 2018, the City's sewer rate will increase from $29.00 to $30.00 per residential
connection and $53.50 to $55.36 for up to 750 cubic feet or fraction thereof for
commercial/industrial customers. Exhibit C-2 shows a comparison of adjoining cities and their
residential sewer rates.
TABLE 2 - SEWER RATES PROPOSED FOR 2017 and 2018
SURFACE WATER
Tukwila's surface water base rate is scheduled for an increase in 2017 and 2018. The City's
surface water rate will increase from $163.00 to $171.00 in 2017 and from $171.00 to $176.00 in
2018 per residential parcel, per year. Commercial rates will range from $206.08 to $1,722.26 per
4,356 square foot for all other parcels in 2017 and $212.26 to $1,772.92 in 2018. Exhibit C-3
shows a comparison with other cities and their surface water rates.
TABLE 3 — SURFACE WATER RATES PROPOSED FOR 2017 and 2018
Current 2016
Proposed
Proposed 2018
CATEGORY
Sewer Rates
2017 Sewer
Sewer Charges_
Residential Sewer Service
Flat rate of $29.00
Flat rate of
Flat rate of $30.00
(single dwelling unit)
per month
No change
per month
Residential Sewer Service
Flat rate of $29.00
Flat rate of $30.00
(multiple dwelling unit,
per month for each
No change
per month for each
permanent type)
dwelling unit
dwelling unit
Flat rate of $53.50
No change
Flat rate of $55.36
Commercial/Industrial
per month and, any
per month and, any
Sewer Service
usage over 750 cubic
usage over 750 cubic
feet of water per month
feet of water per month
shall be at the rate of
shall be at the rate of
$53.50 per 750 cf
$55.36 per 750 cf
SURFACE WATER
Tukwila's surface water base rate is scheduled for an increase in 2017 and 2018. The City's
surface water rate will increase from $163.00 to $171.00 in 2017 and from $171.00 to $176.00 in
2018 per residential parcel, per year. Commercial rates will range from $206.08 to $1,722.26 per
4,356 square foot for all other parcels in 2017 and $212.26 to $1,772.92 in 2018. Exhibit C-3
shows a comparison with other cities and their surface water rates.
TABLE 3 — SURFACE WATER RATES PROPOSED FOR 2017 and 2018
Pole Attachments
Puget Sound Energy has an existing franchise agreement and would like to attach several
antennas to a few of our streetlights to enhance their new Automatic Meter Reading Program. This
new pole attachment fee will set the stage for other franchise holders that would like to attach to
the City-owned streetlight poles. The new rates for use of spare conduits and fiber optic cables
would also be a condition of a franchise or interlocal agreement (like the King County Metro Rapid
Ride agreement that was approved last in 2013).
WAPW Eng\OTHER\Gail Labanara\Water & Sewer Documerits\lnfo Memo 2017 & 2018 Water Sewer & SWM Rates 10-21-16.docx 14
Current 2016
Proposed 2017
Proposed 2018
CATEGORY
SWIVII Rate
SWIVI Rate
SWIVI Rate
Flat rate of
Flat rate of
Flat rate of
Residential -1
$163.00
$171.00
$176.00 1
Pole Attachments
Puget Sound Energy has an existing franchise agreement and would like to attach several
antennas to a few of our streetlights to enhance their new Automatic Meter Reading Program. This
new pole attachment fee will set the stage for other franchise holders that would like to attach to
the City-owned streetlight poles. The new rates for use of spare conduits and fiber optic cables
would also be a condition of a franchise or interlocal agreement (like the King County Metro Rapid
Ride agreement that was approved last in 2013).
WAPW Eng\OTHER\Gail Labanara\Water & Sewer Documerits\lnfo Memo 2017 & 2018 Water Sewer & SWM Rates 10-21-16.docx 14
INFORMATIONAL MEMO
Page 3
The attached Public Works Fee Schedule Resolution only includes utility and transportation fees.
RECOMMENDATION
Council is being asked to adopt the City's 2017 and 2018 water, sewer, and surface water proposed
rate increases in accordance with the Public Works Fee Schedule Resolution and consider this item
at the November 14, 2016 Committee of the Whole and subsequent November 21, 2016 Consent
Agenda Regular Meeting.
Attachments: Exhibit A Rate Matrix
Exhibit B King County Ordinance No. 18305 for 2017
Exhibit C-1 through C-3 Comparison of Rates with Adjoining Cities
Exhibit D Public Works Fee Schedule Draft Resolution
Attachment D —Water
Attachment E — Sewer
Attachment F — Surface Water
WAPW Eng\OTHER\Gail Labanara\Water & Sewer Documents\mfo Memo 2017 & 2018 Water Sewer & SWM Rates 10-21-16.docx 15
f[.1
City of Tukwila Proposed Utility Rate Increases
Monthly Fees for Residential Customers
With 10 % City Interfund Utility Tax
EXHIBIT
RESIDENTIAL WATER RATES
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
Total
- _
- -
0%
-
+3%
+10%
+15%
+15%
+10%
+10%
+10%
+5%
+5%
$6.00 to $6.30
$6.30 to $6.60
$6.60 to $6.90
+5%
+5%
+5%
+5%
23.40 to 25,60
Consumption Increase
25,60 to 27.95
$27.95
$0.11
$31.90
+11.7%
$36.10
36.10 to 39,79
$39.79
$0.38
$0.36
$0.28
$0.30
$0.30
$0.30
+2.5%
+2.5%
+2.5%
+2.5%
$2.20
CWA Purchased Water Pass - through
$2.35
$2.98 to $3.07
$3.07 to $3.38
$3.38 to $3.77
$12.00
$20 -$360
$30 -$480
$40 -$575
$2.24
$8.92 to $9.83
$45 -$600
11.83 to 13.58
$2.31
$3.90 to $3.98
$4.08 to $4.18
$4.28 to $4.38
$4.48 to $4.59
- - -- - - - -
(Average monthly rate with 10 ccf)
+15%
+10%
$0.90
$3.10
$3.90
+20%
+20%
Fire lines
+15%
+10%
0%
Fire lines
+3.5%
0%
$0.80
$1.00
$1.00
$1.10
$11.80
$7
$7 to $8
$8 to $8.80
$8.8010 $10.12
10.12 t0 11.64
11.64 to 13.39
13.39 to 16,06
16.06 to 1926
19.26 to 23,10
23.10 to 26.50
$26.50 to $29
$29.00
$29.00
$29 to $30
$30.00
+2.5%
+2,5%
+2.5%
+2.5'0
(Monthly Flat Rate)
City of Tukwila Water
$1.00
$0.80
$1.32
$1.52
2 $3.90
$2.67
$3.20
$3.84
$3.40
$2.50
$1.00
$3.98 to $4.08
$4.18 to $4.28
$4.38 to $4.48
$4.59 to $4.70
Monthly Sewer Bill (Residential)
(Average monthly rate with 10 ccf)
$33.60
$36.75
$38.07
L$
$1.20
®®
$62.89
$66.29
$71.03
$71.03
®
$74.22
® ®. $78.73
$80.97
$1.00
$1.00
$1.00
$1.10
$5.30
Range 3 % -20%
Range 3%-20%
Range 3%-20%
Range 3%-20%
Range 3 % -7%
Range 3% -7%
0%
Range 3 % -7%
Range 3 % -7%
Range 3 % -7%
Range 3 % -7%
City of Tukwila Minimum Monthly
$6.00 to $8.00
$8.00 to $10.00
10.00 to 12.00
12.00 to 14.00
14.00 to 15.00
15.00 to 16.00
$16.00
16.00 to 17,00
17.00 to 18.00
18.00 to 19.00
19.00 to 20.00
$20.00
$20.00
charge per meter /each dwelling unit
$2.00
$2.00
$2.00
$2.00
$1.00
$1.00
$1.00
$1.00
$1.00
$1.00
$14.00
Commercial Water
2005
2006
2007
5%
2009
Ran a +66%
Ran a +50%
Ran a +33%
8%
6.5
Range +5%
+5%
5%
+5%
5%
5%
+5%
%
Total
City of Tukwila Surface Water
+9%
0%
$3.83 to $3.94
$3.94 to $4.33
$4.33 to $4.98
$4.98
$4.98
$4.98
$4.98 to $5.36
$5.36 to $5.72
$5.72 to $6.00
$6.00 to $6.30
$6.30 to $6.60
$6.60 to $6.90
$6.94 to $7.28
$7.28 to $7.64
$7.64 to $8.00
$8.00 to $8.40
23.40 to 25,60
Consumption Increase
25,60 to 27.95
$27.95
$0.11
$31.90
31.90 to 36.10
$36.10
36.10 to 39,79
$39.79
$0.38
$0.36
$0.28
$0.30
$0.30
$0.30
$0.34
$0.36
$0.36
$0.40
$2.20
Minimum Charge based on Meter Size
$2.35
$0.00
$3.95
$12.00
$12.00
$20 -$360
$30 -$480
$40 -$575
$2.24
$8.92 to $9.83
$45 -$600
11.83 to 13.58
$2.31
14.25 to 14.66
$50 -$625
$1.24
15.83 to 16.66
- - -- - - - -
-
+15%
+10%
+15%
Fire lines
+15%
+20%
+20%
Fire lines
+15%
+10%
0%
Fire lines
+3.5%
0%
+3.4%
Fire lines
+3.2%
$0.83
City of Tukwila Sewer
$7
RESIDENTIAL SEWER RATES
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
+2.6%
Total
City of Tukwila Surface Water
+9%
0%
+9.17%
0%
+14,13%
0%
+13.17 %...
0%
+10.22%
0%
+5.6%
0%
+5.2%
0%
+5.2%
0%
+2.6%
King County Sewer Treatment
23.40 to 25,60
$25.60
25,60 to 27.95
$27.95
27.95 to 31.90
$31.90
31.90 to 36.10
$36.10
36.10 to 39,79
$39.79
39.79 to 42.03
$42.03
42,03 to 44.22
$44.22
44.22 to 46,53
$46.53
46.53 to 47.73
47.73 to 48.97
$190 to $200
(Monthly Flat Rate)
$2.20
Annual Charge divided monthly
$2.35
$0.00
$3.95
$5.17 to 55.92
$4.20
$5.92 to $7.08
$3.69
$7.75 to $8.50
$2.24
$8.92 to $9.83
$2.19
11.83 to 13.58
$2.31
14.25 to 14.66
$1.20
$1.24
15.83 to 16.66
- - -- - - - -
-
+15%
+10%
+15%
+15%
+15%
+20%
+20%
+20%
+15%
+10%
0%
0%
+3.5%
0%
+3.4%
0%
+3.2%
$0.83
City of Tukwila Sewer
$7
$7 to $8
$8 to $8.80
$8.8010 $10.12
10.12 t0 11.64
11.64 to 13.39
13.39 to 16,06
16.06 to 1926
19.26 to 23,10
23.10 to 26.50
$26.50 to $29
$29.00
$29.00
$29 to $30
$30.00
$30 to $31
$31.00
$31 to $32
(Monthly Flat Rate)
0.00
$1.00
$0.80
$1.32
$1.52
$1.75
$2.67
$3.20
$3.84
$3.40
$2.50
$1.00
$1.00
$1.00
$25.00
Monthly Sewer Bill (Residential)
$32.60
$33.60
$36.75
$38.07
L$
$45.29
®®
$62.89
$66.29
$71.03
$71.03
®
$74.22
® ®. $78.73
$80.97
[Commercial Sewer Rate Increases
+29.3%
+15% MEM
+20%
+30.22
+5.2% M
+5.2%
+3.4%
+5.8%
RESIDENTIAL SURFACE WATER
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019 _
2020
2021
2022
Total
City of Tukwila Surface Water
2017
+20%
2019
+15%
2021
+20%
+10%
+10%
+5%
+10%
+20%
+15%
+5%
+3%
+5%
+3%
+5%
+3%
Annual Charge (billed Jan & July)
$52 to $62
$62.00
962 to 971
$71.00
971 to $85
$85 to $93
$93 to $102
$102 to $107
$107 to 9118
$118 to $142
$142 to $163
$163 to $171
$171 to $176
$176 to $185
$185 to $190
$190 to $200
$200 to $206
62.89
Annual Charge divided monthly
71.03
$4,33 to $5.17
7322
$5.17 to 55.92
76.53
$5.92 to $7.08
$7.08 to $7.75
$7.75 to $8.50
$8.50 to $8.92
$8.92 to $9.83
$9.83 to $11.83
11.83 to 13.58
13.58 to 14.25
14.25 to 14.66
14.66 to 15.42
15,42 to 15.83
15.83 to 16.66
16.66 to 17.16
- 15A2
Monthly Increase for chart
16:66
$0.84
Flat'' Fee
$0.75
$ 93.25.
$1.16
$0.67
$0.75
$0.42
$0.91
$2.00
$1.75
$0.67
$0.41
$0.76
$0.41
$0.83
$0.50
$12.83
CommercialSurfaceWater - SameIncreasesasResidential
+15%
+20%
+10%
+10%
+5% +10%
+20%
+15% +5%
+3% +5%
+3% +5%
+3%
Total Monthly
Residential Increase $
$2.20 $
$1.84 $
$4.05 $
$5.17 $
$10.57 $
$4.91 9
99.54 $
$5.95 $
$9.95 $
$5.31 $
$7.74 ;
;1.75 $
Monthly
$6.07 $
$4.41 $
$4.03 ;
;4.94 $
$94.50
Water Sewer SSWM
Average sect Bills Bills
Single Family 1:266 984 3.488
Low Income Seniors /Disabled 79 55 140
Multi Family 172 162 n/a
Commercial 733 641 1.761
2,250 1,842 5.389
q gai? \ciplrate mat!i
Average
Monthly
2011
2012
2013
2014
2015
2016
2017
2018
2019
q gai? \ciplrate mat!i
Average
Monthly
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2021
Residential Bill
-..
Water :.
$ 33.34:
$ .3534
$ 37.40
$. 38.40
$ :.3940
$ 39.401
$ 40.40
$ 41.40
i$ 43.48
$ '. 4568
$ 46.88
$ 4820
6 ccf
Sewer
52.16:
55.36
62.89
- 66:29
71.03
71.031
7322
74.22
76.53
77.53
78.73
80.97
Flat Fee
SWM
7.75
8.50
8.92
9.83
:11.83
13.58
14.25
14.66
- 15A2
15.83
16:66
,17.16
Flat'' Fee
Total
$ 93.25.
$ - ''99.20
$ 109.21
$. 114.52
$ 122.26
$ 124.01:'.
$ 127.87
$ 130.28
$ 135.43
$ 139.04
$: 142.27
$ 146.33
6%
10/18/2016
18
Proposed No. 2016 - 0233.1 Sponsors Upthegrove
1 AN ORDINANCE determining the monetary requirements
2 for the disposal of sewage for the fiscal year beginning
3 January 1, 2017, and ending December 31, 2017; setting
4 the sewer rate for the fiscal year beginning January 1, 2017,
5 and ending December 31, 2017, and approving the amount
6 of the sewage treatment capacity charge for 2017, in
7 accordance with RCW 35.58.570; and amending Ordinance
8 12353, Section 2, as amended, and K.C.C. 4A.670.100 and
9 Ordinance 11398, Section 1, as amended, and K.C.C.
10 28.84.055.
11 BE IT ORDAINED BY THE COUNCIL OF KING COUNTY:
12 SECTION 1. Ordinance 12353, Section 2, as amended, and K.C.C. 4A.670.100
13 are each hereby amended to read as follows:
14 A. Having determined the monetary requirements for the disposal of sewage, the
15 council hereby adopts a ((241-5)) 2017 sewer rate of ((f t. two ao "°r ° and *h ~ ° °)) forty -
16 four dollars and twenty-two cents per residential customer equivalent per month. Once a
17 sewer rate ordinance becomes effective, the clerk of the council is directed to deliver a
18 copy of that ordinance to each agency having an agreement for sewage disposal with
19 King County.
1
1F]
20 B. The King County council approves the application of ((State., ei# ofFinan is
21 Aeeeu ting Standards No. 71 (F AS c ) Statement No. 62 of the Governmental
22 Accounting Standards Board (GASB -62) as it pertains to regulatory assets and liabilities
23 to treat pollution remediation obligations and RainWise Program expenditures and
24 strategic planning costs as regulatory assets, recovered ratably over the life of the
25 underlying financing, and establish a rate stabilization reserve for the purpose of leveling
26 rates between years.
27 C. As required for ((1-)) GASB -62 application, amounts are to be placed in
28 the rate stabilization reserve from operating revenues and removed from the calculation
29 of debt service coverage. The reserve balance shall be an amount at least sufficient to
30 maintain a level sewer rate between ((24t-5)) 2017 and ((241-6)) 2018, and shall be used
31 solely for the purposes of. maintaining the level sewer rate in ((241-6)) 2018; and if
32 additional reserve balance is available, moderating future rate increases beyond ((2416))
33 2018. The estimated amount of the reserve, as shown in the financial forecast,
34 Attachment A to (( )) this ordinance, shall be revised in accordance with
35 the ((2415P-04-6)) 2017/2018 adopted biennial budget and financial plan. If the reserve
36 needs to be reduced to meet debt service coverage requirements for ((2414)) 2016, the
37 county executive shall notify the council of the change by providing an updated financial
38 forecast.
39 SECTION 2. Monetary requirements for the disposal of sewage as defined by
40 contract with the component sewer agencies for the fiscal year beginning January 1,
41 2017, and ending December 31, 2017. The council hereby determines the monetary
42 requirements for the disposal of sewage as follows:
2
20
r "
43 Administration, operating, maintenance repair and replacement (net of other
44 income): $66,064,664.
45 Establishment and maintenance of necessary working capital reserves:
46 $23,486,458.
47 Requirements of revenue bond resolutions (not included in above items and net of
48 interest income): $304,476,273.
49 TOTAL: $394,027,395.
50 SECTION 3. Ordinance 11398, Section 1, as amended, and K.C.C. 28.84.055 are
51 each hereby amended as follows:
52 A. The amount of the metropolitan sewage facility capacity charge adopted by
53 K.C.C. 28.84.050.0. that is charged monthly for fifteen years per residential customer or
54 residential customer equivalent shall be:
55 1. Seven dollars for sewer connections occurring between and including January
56 1, 1994, and December 31, 1997;
57 2. Ten dollars and fifty cents for sewer connections occurring between and
58 including January 1, 1998, and December 31, 2001;
59 3. Seventeen dollars and twenty cents for sewer connections occurring between
60 and including January 1, 2002, and December 31, 2002;
61 4. Seventeen dollars and sixty cents for sewer connections occurring between
62 and including January 1, 2003, and December 31, 2003;
63 5. Eighteen dollars for sewer connections occurring between and including
64 January 1, 2004, and December 31, 2004;
3
21
65 6. Thirty-four dollars and five cents for sewer connections occurring between
66 and including January 1, 2005, and December 31, 2006;
67 7. Forty-two dollars for sewer connections occurring between and including
68 January 1, 2007, and December 31, 2007;
69 8. Forty-six dollars and twenty -five cents for sewer connections occurring
70 between and including January 1, 2008, and December 31, 2008;
71 9. Forty -seven dollars and sixty -four cents for sewer connections occurring
72 between and including January 1, 2009, and December 31, 2009;
73 10. Forty -nine dollars and seven cents for sewer connections occurring between
74 and including January 1, 2010, and December 31, 2010;
75 11. Fifty dollars and forty-five cents for sewer connections occurring between
76 and including January 1, 2011, and December 31, 2011;
77 12. Fifty -one dollars and ninety -five cents for sewer connections occurring
78 between and including January 1, 2012, and December 31, 2012;
79 13. Fifty -three dollars and fifty cents for sewer connections occurring between
80 and including January 1, 2013, and December 31, 2013; ((and))
81 14. Fifty -five dollars and thirty -five cents for sewer connections occurring
82 between and including January 1, 2014, and December 31, 2014((.. -))S
83 15. Fifty -seven dollars for sewer connections occurring between and including
84 January 1, 2015, and December 31, 2015((...));
85 16. Fifty-eight dollars and seventy cents for sewer connections occurring
86 between and including January 1, 2016, and December 31, 2016; and
4
22
87 17 Sixty dollars and eighty cents for sewer connections occurring between and
88 including January 1, 2017, and December 31, 2017.
89 B.1. In accordance with adopted policy FP- 15.3.d. in the Regional Wastewater
90 Services Plan, K.C.C. 28.86.160.C., it is the council's intent to base the capacity charge
91 upon the costs, customer growth and related financial assumptions used in the Regional
92 Wastewater Services Plan.
93 2. In accordance with adopted policy FP- 6 in the Regional Wastewater Services
94 Plan, K.C.C. 28.86.160.C., the council hereby approves the cash balance and reserves as
95 contained in the attached financial plan for ((241-6)) 2017.
96 3. In accordance with adopted policy FP- 15.3.c., King County shall pursue
97 changes in state legislation to enable the county to require payment of the capacity charge
61
23
W.,
..
100
in a single payment, while preserving the option for new ratepayers to finance the
capacity charge.
Ordinance 18305 was introduced on 5/9/2016 and passed by the Metropolitan King
County Council on 6/20/2016, by the following vote:
Yes: 8 - Mr. von Reichbauer, Mr. Gossett, Ms. Lambert, Mr. Dunn,
Mr. McDermott, Mr. Upthegrove, Ms. Kohl - Welles and Ms. Balducci
No: 1 - Mr. Dembowski
Excused: 0
KING COUNTY COUNCIL
KING COUNTY, WASHINGTON
J. J eph Mc ermott, Chair
ATTEST:
C
M
CD
cm
ry
x
-a
:X
<
Anne Noris, Clerk of the Council
i T
ca
c-n
APPROVED this r day of 3Uf13 5— , 2016
Dow Constantine, County Executive
Attachments: A. Wastewater Treatment Division Financial Plan for the 2017 Proposed Sewer Rate
1
24
Attachment A: Wastewater Treatment Division Financial Plan for the 2017 Proposed Sewer Rate Ordinance 16305
Biennium Recommended 18305
2015 2016 2017 2018 2019 2020 2021 2022
Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast
CUSTOMER EQUIVALENTS (RCEs)
MONTHLY RATE
% Increase
BEGINNING OPERATING FUND
OPERATING REVENUE:
Customer Charges
Capacity Charge
Other Income
Investment Income
Rate Stabilization
TOTAL OPERATING REVENUES
OPERATING EXPENSE
DEBT SERVICE REQUIREMENT PARITY DEBT
DEBT SERVICE REQUIREMENT PARITY LIEN OBLIGATIONS
SUBORDINATE DEBT SERVICE
DEBT SERVICE COVERAGE RATIO PARITY DEBT
DEBT SERVICE COVERAGE RATIO TOTAL PAYMENTS
AMORTIZATION OF VARIABLE RATE DEBT
LIQUIDITY RESERVE CONTRIBUTION
TRANSFERS TO CAPITAL
RATE STABILIZATION RESERVE
OPERATING LIQUIDITY RESERVE BALANCE
OPERATING FUND ENDING BALANCE
736.09 740.50 744.94 7 8.67 752.79 757.45 762.15 766.88
$42.03 $42.03 $44.22 $ 4.22 $46.53 $46.53 $ 47.73 $ 48.97
5.6% 0.0% 5.2% 10.0% 5.2% 0.0% 2.6% 2.6%
$ 59,120 $ 59,120' $ 61,028 $ 60,993 $ 58,980 $ 55,989 $ 48,738 $ 46,397
$ 371,252 $ 373,480 $ 395,329 $ 391,305• $ 420,327 $ 422,940 $ 436,537 $ 450,637
66,405 66,202 70,366' 75,623 81,204 87,187 93,513 100,266
12,230 10,656 11,000 11,330 11,670 12,020 12,381 12,752
2,764 2,512 2,596 3,519 5,441 7,780 9,392 11,422
(12,000) - - 2,500 3,600 7,885 3,000 9,365
$ 440,651 $ 452,850 $ 479,291 $ 490,277 $ 522,242 $ 537,811 $ 554,823 $ 584,441
(128,700), (147,783) (147,431) (151,301) (158,393) (164,729) (171,318) (178,171)
(167,694) (162,435) (165,266) (16,657) (179,260) (190,334) (198,703) (209,970)
(41,209) (54,017) (54,236) (54,188) (54,124) (53,554) (53,488) (53,436)
(18,169) (38,164) (47,518) (53,035) (52,430) (51,500) (51,930) (53,491)
CONSTRUCTION FUND
BEGINNING FUND BALANCE
REVENUES:
Parity Bonds
Variable Debt Bonds (new money only)
Interim Debt
Grants & Loans
Other
Transfers From Operating Fund
TOTAL REVENUES
CAPITAL EXPENDITURES
DEBT ISSUANCE COSTS
BOND RESERVE TRANSACTIONS
ADJUSTMENTS
ENDING FUND BALANCE
CONSTRUCTION FUND RESERVES
Bond & Loan Reserves
Policy Reserves
TOTAL FUND RESERVES
CONSTRUCTION FUND BALANCE
1.86
1.37
1.88
1.20
2.01
1.24
(920)
(450) (1,908) 35
(85,109) (60,335) (76,328) (7
1.99
1.22
2.03
1.27
1.96
1.26
1.93 1.93
1.26 1.28
,647) (1,739) (1,832) (2,288) (11,510)
(487) (609) (634) (659) (685)
,750) (87,827) (86,938) (88,287) (88,635)
$ 46,250 $ 46,250 $ 46,250 $ 43,750 $ 40,150 $ 32,265 $ 29,265 $ 19,900
12,870 14,778 14,743 15,230 15,839 16,473 17,132 17,817
$ 59,120 $ 61,028 $ 60,993 $ 58,980 $ 55,989 $ 48,738 $ 46,397 $ 37,717
$ 36,287 $ 87,323 $ 62,834 $ 5,001 $ 5,000 $ 5,000 $ 5,000 $ 5,000
71,900 35,615 6 ,976 134,183 152,668 118,422 151,653
- 4 ,297 20,405
920 ,647 1,739 1,832 2,288 11,510
32,330 58,917 18,523
500 500 500 500 500 500 500 500
85,109 60,335 76,328 7 ,750 87,827 86,938 88,287 88,635
$ 189,839 $ 155,367 $ 96,271 $ 18I,170 $ 224,249 $ 241,938 $ 229,902 $ 252,297
(152,800) (175,975) (162,832) (181,242) (219,912) (226,811) (218,105) (237,917)
(646) (712) - (,456) (2,684) (3,053) (2,470) (3,033)
3,076 (2,251) 10,000 5,570 (240) (11,091) (8,603) (11,017)
11,567 (917) (1,272) (2,043) (1,413) (982) (723) (330)
$ 87,323 $ 62,834 $ 5,001 $
$ 173,918 $ 175,801 $ 167,073 $ 16
15,000 15,000 15,000 1
,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000
,564 $ 165,218 $ 177,291 $ 186,617 $ 197,964
,000 15,000 15,000 15,000 15,000
$ 188,918 $ 190,801 $ 182,073 $ 11,564 $ 180,218 $ 192,291 $ 201,617 $ 212,964
$ 276,242 $ 253,635 $ 187,074 $ 183,564 $ 185,218 $ 197,291 $ 206,617 $ 217,964
N
Ul
N: \MEETING ATTACHMENTS \June 20, 2016 meeting stuff\2016 -0233 Attach A.xls
1 6/20/2016
Exhibit C -1
Residential Water Rate Comparison as of September 2016
2016
Ranking
2015
Ranking
CITY
2015
TOTAL
City Base
Rate
Summer
Rates
Per CCF
Consumption
Assume 10 CCF
2016
TOTAL
2017
TOTAL
2018
TOTAL
Difference
1
4
WATER DISTRICT 119 (Duvall)
$ 62.90
$ 40.00
3.65/4.60
39.35
$ 7935
16.45
2
1
SEATTLE
71.10
14.15
5.20/6.43
$ 58.15
72.30
1.20
3
2
DUVALL
68.29
25.27
3.83/7.10
43.70
68.97'
0.68
4
3
WOODINVILLE
66.88
20.50
5.91
47.28
6778
0.90
5
6
SKYWAY (CWA)
57.11
17.79
3.95/5.00
41.60
5939
2.28
6
7
COVINGTON WATER DISTRICT
56.47
28.32
2.80/3.95
30.30
58.62'
2.15
7
10
EDMONDS
53.71
28.68
2.99
29.90
58.58'
4.87
TUKWILA 2018
18.00
3.90
39.00
57.00
1.00
8
5
KENT
57.59
13.10
4.11 /5.24
44.49
57.59
9
ALGONA
27.27
2.98
29.80
57.07
TUKWILA 2017
17.00
3.90
39.00
56.00
1.00
10
8
COAL CREEK UTILITY
55.90
21.10
3.48
34.80
55.90 i
11
9
TUKWILA 2016
55.00
16.00
3.90
39.00
55.00
1.00
12
12
BELLEVUE
51.69
21.14
3.32
33.20
5434
2.65
13
11
HIGHLINE WATER DISTRICT
53.15
14.40
3.55/4.20
38.75
5115'
14
13
CEDAR RIVER WATER DIST
50.08
16.23
2.47/4.30
33.85
50.08
15
20
MERCER ISLAND
44.60
14.64
3.48
34.80
4944
4.84
16
16
AUBURN
46.93
15.57
3.09/3.78
32.97
48.54
1.61
17
22
ISSAQUAH
42.96
16.54
1.74/4.14
31.80
4834
5.38
18
17
KIRKLAND
46.47
19.68
4.72
28.32
48.00
1.53
19
14
NORTHSHORE
47.50
15.00
3.25
32.50
47.50
20
15
RENTON
47.35
17.60
2.54/3.41
29.75
4735'
21
19
SAMMAMISH PLATEAU
44.91
27.31
1.82/2.22
19.80
47.11
2.20
22
18
KING COUNTY WD #125
45.50
13.39
3.35
33.50
46.89
1.39
23
27
TACOMA
38.08
15.28
1.75/2.19
29.75
45.03
6.95
24
21
NE SAMMAMISH
43.33
18.67
2.60
26.00
44.67'
1.34
25
25
REDMOND (CWA)
41.00
14.25
1.75/3.50
28.00
4225'
1.25
26
23
KING COUNTY WD #20
41.90
2050 .
2.14
21.40
41.90
27
26
SOOS CREEK
40.70
14.09
1.77/3.64
27.05
41.14
0.44
28
28
BOTHELL
35.71
12.49
2.46
24.60
37.09
1.38
29
30
ALDERWOOD WATER DIST
29.35
14.95
2.40
14.40
35.65'
6.30
30
29
LAKEHAVEN (FEDERAL WAY)
31.83
16.59
1.46
14.60
31.19
31.78
32.27
31
24
LYNNWOOD
20.83
20.83
2.39
20.831
20.83
1 22.181
23.62
AVERAGE
$ 48.29
$ 19.08
1
1$ 50.681
1
26
MPW Eng \OTHER \Gail Labanara \Water & Sewer Documents \Utility Rate Surveys Water, Sewer & SSWM2.xlsx
Exhibit C -2
Residential Sewer Rate Comparison as of September 2016
2016
Ranking
2015
Ranking
CITY
County
Sewer
Treatment?
2015
Total
2016 City
Charge
King County
Sewer
2016
Total
2017
2018
1
1
SEATTLE (Typical)
KC
$ 118.40
$ 80.67
$ 42.03
$ 122.70
2
6
KIRKLAND
KC
72.41
44.80
42.03
86.83
3
3
BELLEVUE
KC
78.43
39.20
42.03
81.23
4
4
SKYWAY
KC
74.36
36.53
42.03
78.56
5
5
SAMMAMISH PLATEAU
KC
74.22
33.16
42.03
75.19
6
7
TUKWILA 2018
KC
30.00
44.22
74.22
7
7
TUKWILA 2016
KC
71.03
29.00
42.03
71.03
8
9
DUVALL
69.70
70.82
0.00
70.82
9
8
RENTON
KC
1 70.26
27.65
42.61
70.26
10
10
WOODINVILLE
KC
69.18
27.15
42.03
69.18
11
12
ISSAQUAH
KC
65.46
24.73
42.03
66.76
12
11
AUBURN
KC
65.72
24.29
42.03
66.32
13
13
NE SAMMAMISH
KC
65.25
23.92
42.03
65.95
14
17
TACOMA
62.00
22.79
43.00
65.79
15
14
COAL CREEK
KC
63.09
21.06
42.03
63.09
16
15
CEDAR RIVER W & S
KC
62.60
20.57
42.03
62.60
17
16
BLACK DIAMOND
KC
62.00
19.97
42.03
62.00
18
18
KENT
KC
60.71
19.43
42.03
61.46
19
2
MERCER ISLAND
KC
58.60
18.33
42.03
60.36
20
19
SOOS CREEK
KC
59.53
17.85
42.03
59.88
21
21
LAKE FOREST PARK
KC
58.62
17.09
42.03
59.12
22
25
ALDERWOOD
KC
54.00
11.97
42.03
57.75
23
20
NORTHSHORE
KC
58.94
16.91
42.03
56.70
24
22
REDMOND
KC
55.93
14.15
42.03
56.18
25
23
LAKEHAVEN
* & KC
1 54.44
12.88
42.03
54.91
55.63
26
24
VALLEY VIEW SEWER
KC
54.05
12.02
42.03
54.05
27
26
ALGONA
KC
52.24
11.74
42.03
53.77
28
LYNWOOD
40.30
41.87
43.12
44.42
29
27
SOUTHWEST Suburban Sewer
*
29.50
34.30
0.00
34.30
30
28
MIDWAY SEWER DISTRICT
*
24.00
26.00
0.00
26.00
AVERAGE
$ 62.24
$ 63.95
*Own their own sewer treatment plants
KC is King County Sewer Treatment
PC is Pierce County Sewer Treatment
27
W: \PW Eng \OTHER \Gail Labanara \Water & Sewer Documents \Utility Rate Surveys Water, Sewer & SSWM2.xlsx
Exhibit C -3
SINGLE FAMILY SURFACE WATER RATES
as of September 2016
2015 Monthly Rate 2016 2017 2018
CITY Yearly Rate (2016) Yearly Rate Yearly Rate Yearly Rate
Seattle (Mid 6,000 SF)
$ 350.40
32.50
$ 390.03
Bellevue (1/3 acre)
$ 206.82
31.00
$ 372.00
Tacoma (typical)
22.25
$ 267.00
$350.00
Lynnwood
$ 242.40
21.82
$ 261.84
$ 281.52
$ 302.64
Auburn
$ 231.00
19.73
$ 236.76
............
Duvall
............ .............
19.21
$ 230.52
........_
Sammamish
$ 208.68
17.83
$ 214.00
............ ............
$200.00
Redmond
$ 198.72
16.56
$ 198.72
Mercer Island
$ 188.76
15.94
$ 191.28
.. ......
Issaquah
$ 168.96
14.78
$ 177.36
.......
Tukwila 2018
$100.00
$ 176.00
King County
$ 171.50
14.29
$ 171.50
Tukwila 2017
$50.00
$ 171.00
Renton
$ 158.40
13.73
$ 164.76
Tukwila 2016
$ 163.00
13.58
$ 163.00
Shoreline
$ 150.09
13.40
$ 160.77
Newcastle
$ 159.36
13.28
$ 159.36
Burien
$ 153.45
13.08
$ 156.99
Kent
$ 146.64
12.22
$ 146.64
N
a
Seatac
$ 134.15
11.18
$ 134.15
o
E
Algona
3
9.50
$ 114.00
c
G
Federal Way
$ 95.37
8.08
$ 96.90
Y
Y
$450.00
$ 400.00
...........
..........._
............
............ ............
$350.00
....... ............
............
..........._
............ .............
$300.00
............
............
..........._
............ .............
$250.00
........_
............
............
............ ............
$200.00
$150.00
....
.. ......
..
.........
...........
.......
.............
$100.00
$50.00
IIIIIIIIIIISeriesl
c
Q
¢
N
a
o
Y h0
a 3
1O
o
E
u
3
3
3 z
c
G
0
N
Y
Y
Y
N
(O
N
N
W APW Eng \OTHER \Gail Labanara \Water & Sewer Documents \Utility Rate Surveys Water, Sewer & SSW M2.xlsx 28
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF TUKWILA, WASHINGTON, ADOPTING
A NEW PUBLIC WORKS FEE SCHEDULE; AND
REPEALING RESOLUTION NO.
WHEREAS, each year the City analyzes the rate model for the three utility
enterprise funds, which are water, sewer and surface water, td�Iensure revenues keep
pace with expenses, to update the traffic model, and to analyze the transportation
network to ensure continued compliance with the G Growth Management Act and the
City's adopted Comprehensive Plan; and
WHEREAS, the City is authorized
rendered;
NOW, THEREFORE,
WASHINGTON, HEREBY
Section 1. Public W60
which shall supers ' any
'I 'l
effect as of January "It. 2017:
recoup the costs of services
NCIL OF THE CITY OF TUKWILA,
LLOWS:
11 be charged according to the following schedule,
y adopted Public Works Fee Schedule and take
WORKS FEE SCHEDULE
WATER RATES
FEE
Water Meter Installation
.75 inch
$ 600.00
1 inch
$ 1,100.00
1.5 inch
$ 2,400.00
2 inch
$ 2,800.00
3 inch
$ 4,400.00
4 inch
$ 7,800.00
6 inch
$12,500.00
Water Meter Deduct
$25.00
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GL:bis Page 1 of 6
04*1
WATER RATES
FEE
Water Base Charge (Monthly)
In addition to the monthly water base charge, each
100 cubic feet of water used will be charged as
shown in "Water Rates (Monthly)."
Current Proposed
Proposed
2016 2017
2018
Single Family (one dwelling unit)
$ 16.00 $17.00
$18.00
Multi - Family (more than one dwelling unit),
$ 16.00 - $17.00
$18.00
each dwelling is charged the base charge
*oath dwelling uRi+
$ 45.00
Commercial /Industrial Customers:
3/4 inch Service
$ 55.00
1 inch Service
$ 80.00
1 -1/2 inch Service
$105.00
2 inch Service
$150.00
3 inch Service
$200.00
4 inch Service
$300.00
6 inch Service
$400.00
8 inch Service
$500.00
10 inch Service
$600.00 :.
12 inch Service
Water Rates (Monthly)
In addition to the monthly water base charge
listed
above, each 100 cubic feet of water will
be charged at
the following rates:
Current Proposed
Proposed
2016 2017
2018
Single Family Residence (Oct -May)
$2.80
Single Family Residence (Jun -Sept)
$3.90
Multi - Family (Oct -May)
$3.21 $3.30
$3.40
Multi - Family (Jun -Sept)
$4.49 $4.60
$4.70
Commercial /Industrial (Oct -May)
$4.60 $4.82
$5.10
Commercial /Industrial (Jun -Sept)
$6.00 6.60
6.90
Fire Protection Service Charges (Monthly)
Per month based on size of service.
2 inch Service
$ 9.50
3 inch Service
$ 21.00
4 inch Service
$ 37.00
6 inch Service
$ 84.00
8 inch Service
$126.00
10 inch Service
$210.00
12 inch Service
$273.00
WATER SERVICES
FEE
Water Turn On
$ 50.00
After -Hour Water Turn On - additional fee for
customer requested after -hours water turn on
$100.00
Unauthorized Water Usage - after shut -off for
$100.00
non - payment
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GL:bjs Page 2 of 6
Kill
WATER SERVICES (font.)
FEE
Special Meter Read — customer requested
$ 30.00
meter read outside normal read schedule
Shut -off notice
$ 30.00
Change in owner, tenant, and /or third party
$ 20.00
paying agent
Emergency Conservation Sanction
$100.00
Temporary Water Meter Deposit
.75" and 1" water meter
$ 300.00
2.5" water meter
$1,500.00
Temporary Water Meter Rental per minimum
60 days expiration
.75" and 1" water meter
$ 75.00
2.5" water meter
$ 150.00
WATER INTEREST CHARGE
RATE
On all water accounts 30 days in arrears from
the date of delinquency until paid
o
8 /o per annum computed on a monthly basis
SEWER RATES
FEES
Residential Sewer Service
Flat rate of $29.00 per month in 2017
(single dwelling unit)
Flat rate of $2030.00 per month in 2018
[T-MC 14.16.030 (1)]
Residential Sewer Service (multiple dwelling
Flat rate of $29.00 per month for each dwelling unit in
unit, permanent type)
2017
Flat rate of $",10.00 per month for each dwelling
unit in 2018
[TMC 14.16.030 (2)]
Commercial and Industrial Sewage Service
In 2017: Flat rate of $53.50 per month and, in
addition, any usage over 750 cubic feet of water per
month shall be at the rate of $53.50 per 750 cubic feet
In 2018: Flat rate of $53MM 5.36 per month and, in
addition, any usage over 750 cubic feet of water per
month shall be at the rate of $532055.36 per 750
cubic feet
JTMC 14.16.030 (4)]
SEWER INTEREST CHARGE
RATE
On all sewer accounts 30 days in arrears from
the date of delinquency until paid
8% per annum computed on a monthly basis
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GL:bjs Page 3 of 6
KIII
SURFACE WATER RATES
UNIT
FEE PER YEAR
Between 1 and 3
Surface Water Utility Rates Per Year
Service Charge Per Acre
$ 600.00
Between 6 and 10
Current
Proposed
Proposed
Between 16 and 20
2016
2017
2018
Category:
$ 196.28
206.08
212.26
Between 41 and 60
$ 426.76
448.10
461.54
1. Natural
$ 782.20
821.30
845.94
2. 0 - 20% Developed Surface
$1,167.18
$1,225.54
$1,262.30
3. 21 - 50% Developed Surface
$1,406.12
$1,476.42
$1,520.70
4. 51 - 70% Developed Surface
$1,640.26
$1,722.26
$1,773.92
5. 71 - 85% Developed Surface
$ 163.00
171.00
176.00
6. 86 -100% Developed Surface
7. Single - Family Residential Parcels
peF
per - parse}
(flat rate per residential parcel)
SURFACE WATER INTEREST CHARGE
RATE
On all surface water accounts 30 days in arrears
from the date of delinquency until paid
8 %. per annum computed on a monthly basis
TRANSPORTATION CONCURRENCY TEST FEE SCHEDULE
Fees for Residential Use
UNIT
ALL TYPES OF RESIDENTIAL'
Between 1 and 3
$ 300.00
Between 4 and 5
$ 600.00
Between 6 and 10
$ 1,200.00
Between 11 and 15
$ 2,000.00
Between 16 and 20
$ 3,500.00
Between 21 and 25
$ 5,000.00
Between 26 and 30
$ 6,500.00
Between 31 and 40
$ 8,000.00
Between 41 and 60
$10,000.00
Greater than 60
$12,000.00
All residential uses defined by the ITE Trip Generation Manual Land Use Codes 200 -299, including
single family, multi-family, mobile home parks, and shared housing
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M
Fees for Non - Residential Use
FEE PER YEAR
GROSS FLOOR AREA
INDUSTRIAL2
OFFICES
RETAIL4
EATERYS
INSTITU-
TIONAL &
PORTS
ALL
OTHER
USES
Less than 5,000
$1,000
$1,800
$2,700
$5,400
$500
$1,500
Between 5,001 and 10,000
$1,500
$2,700
$4,050
$8,100
$1,000
$2,000
Between 10,001 and 20,000
$2,000
$3,600
$5,400
$10,800
$1,500
$2,500
Between 20,001 and 30,000
$3,000
$5,400
$8,100
$10,800
$2,000
$2,500
Between 30,001 and 40,000
$4,000
$7,200
$10,800
$10,800
$2,500
$2,500
Between 40,001 and 50,000
$5,000
$9,000
$13,500
$10,800
$3,000
$2,500
Between 50,001 and 70,000
$6,000
$10,800
$16,200
$10,800
$4,000
$2,500
Between 70,001 and 90,000
$7,000
$12,600
$18,900
$10,800
$5,000
$2,500
Between 90,001 and 150,000
$8,000
$14,400
$21,600
$10,800
$6,000
$2,500
Between 150,001 and 200,000
$9,000
$16,200
$24,300
$10,800
$7,000
$2,500
Greater than 200,000
$10,000
$18,000
$24,300
$10,800
$8,000
$2,500
2 All industrial /agricultural uses defined by the ITE Trip Generation Manual Land Use Codes 100 -199,
including light and heavy industrial, manufacturing, and warehousing
3 All office, medical, and service related uses defined by the ITE Trip Generation Manual Land Use
Codes 600 -699, 700 -799, and 900 -999, including general office, medical facilities, and banks
4 All retail and recreation uses defined by the ITE Trip Generation Manual Land Use Codes 400 -499,
800 -830 and 837 -899, including retail sales, rental sales, athletic clubs, and theaters
5 All food service uses defined by the ITE Trip Generation Manual Land Use Codes 831 -836, excluding
accessory (stand- alone) drive - through espresso stands (or similar) under 250 sq. ft., which are
assessed $300
6 All institutional and transportation uses defined by the ITE Trip Generation Manual Land Use Codes
000 -099 and 500 -599, including schools, places of worship, day care, terminals, and transit
POLE ATTACHMENT FEES
FEE PER YEAR
Proposed for 2017
Pole Attachment (per pole) Natural ............
$100.00 per year
Pole revisions to allow for attachments.....
Actual costs (engineering, labor, inspections, etc.)
Conduit Rental ............... ...............................
$1.00 per foot per year
City Dark Fiber Rental ... ...............................
$200.00 per strand per mile per year
Installation fees ............. ...............................
Actual costs (engineering, labor, inspections, etc.)
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33
Section 2. Repealer. Resolution No. 1869 is hereby repealed.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a
Regular Meeting thereof this day of 2016.
ATTEST/AUTHENTICATED:
Christy 0'Flaherty, IVIMC, City Clerk
rivoi I a* -06- fffff -07TV-1 1111- fez 1101 Sol iTj I
Rachel B. Turpin, City Attorney
Joe Duffle, Council President
Filed with the City Clerk:
Passed by the City Council:
Resolution Number:
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34
ATTACHMENT D
City of Tukwila
WATER ENTERPRISE FUND
2017 - 2022 Analysis in 000's
REVENUES
2014
Actual
2015
Actual
2016
Budget
2016
Estimate
2017
2018
2019
2020
2021
2022
Totals
Monthly Water Charges
Base
Base
osn5,% n
% ,
+5/
+5/
+5/
+5/
+5/
+5/
Cascade Water Alliance (CWA)
2,449
2,480
2,400
2,480
2,657
2,710
2,764
2,820
2,904
2,962
16,817
Regular City Water
3,493
3,986
3,633
3,950
4,182
4,265
4,350
4,438
4,526
4,617
26,378
43,195
Subtotal Water 5,942 6,466 6,033 6,430
6,839 6,975 7,114 7,258 7,430 7,579
Other Miscellaneous Revenue
55
42
35
35
41
43
50
55
60
65
314
Interlocal Ags \PWTF \Grants
61
1,105
3,000
0
0
0
0
3,000
3,000
0
6,000
Water Connection Fees (2)
62
108
25
25
25
25
10
10
10
10
90
49,599
Total Revenues 6,120 7,721 9,093 6,490
6,905 7,043 7,174 10,323 10,500 7,654
EXPENDITURES
CWA Purchased Water (3)
2,449
2,480
2,400
2,400
2,657
2,710
2,764
2,820
2,904
2,962
16,817
Water Operations & Maintenance
1,861
2,026
2,101
2,101
2,096
2,102
2,250
2,295
2,365
2,433
13,541
Proposed Debt Service for Facilities
81
400
400
400
400
1,681
Debt Service 141
562
545
162
162
148
148
145
145
144
129
859
Interfund Utility Tax (5) 10%
597
648
607
607
688
702
716
731
749
764
4,351
Engineering Labor (7)
76
66
80
80
83
85
87
89
91
93
528
37,777
Subtotal 5,545 5,765 5,350 5,350
5,672 5,828 6,362 6,480 6,653 6,781
Water Capital - CIP Program
1,084
1,312
2,450
3,445
3,170
1,070
1,356
3,815
3,360
1,085
13,856
51,633
Total Expenditures 6,629 7,077 7,800 8,795
8,842 6,898 7,718 10,295 10,013 7,866
FUND BALANCE
Change in Fund Balance (a)
(509)
644
1,293
(2,305)
(1,937)
145
(544)
28
487
(212)
(2,034)
Beginning Balance
6,542
5,777
6,084
6,084
3,779
1,842
1,987
1,443
1,471
11958
3,779
1,745
Ending Balance 6,033 6,421 7,377 3,779
1,842 1,987 1,443 1,471 1,958 1,745
Fund Balance:
Reserved X120% of revenue 1,165 1,212 1,323 1,323
1,219 1,381 1,409 1,435 1,465 1,500
1,500
Unreserved 4,868 5,209 6,054 2,456
623 606 34 36 493 245
245
Ending Balance 6,033 6,421 7,377 3,779
1,842 1,987 1,443 1,471 1,958 1,745
1,745
(a) Revenues in excess of (less than) expenditures
(b) Annual reserve balance requirement equals 20% of the prior year operating revenues.
2017 - 2022 Financial Planning Model xxx i i i 101312016 35
ATTACHMENT E
City of Tukwila
SEWER ENTERPRISE FUND
2017 - 2022 Analysis in 000's
REVENUES
2014
Actual
2015
Actual
2016
Budget
2016
Estimate
2017
2018
2019
2020
2021
2022
Totals
Monthly Sewer Charges
+15%
+10%
con simemial
com -a
KC
+3.5%
KC
+3.4%
KC
+3.2
King County Metro Sewer m
4,134
3,866
4,191
4,191
4,337
4,337
4,643
4,643
4,735
4,735
27,430
Regular City Sewer 0
3,997
4,971
4,000
4,000
4,000
4,120
4,120
4,243
4,243
4,243
24,969
52,399
Subtotal Sewer Revenue 8,131 8,837 8,191 8,191
8,337 8,457 8,763 8,886 8,978 8,978
Other Misc. Revenue
181
228
165
165
212
217
220
225
230
235
1,339
Grant /Bonds /PWTF
248
504
290
290
0
0
0
0
0
0
0
Sewer Connection Fees (3)
262
206
125
125
125
125
100
100
100
100
650
54,388
Total Revenues 8,822 9,775 8,771 8,771
8,674 8,799 9,083 9,211 9,308 9,313
EXPENDITURES
Sewer Operations & Maintenance
King County Metro Sewer m
4,134
3,866
4,191
4,191
4,337
4,337
4,643
4,643
4,735
4,735
27,430
Regular City Sewer ci)
1,100
1,884
1,035
1,035
1,189
1,355
1,432
1,461
1,514
1,560
8,511
Debt Service (6)
373
410
395
395
359
360
355
355
353
353
2,135
Proposed Debt Service for Facilities
49
240
240
240
240
1,009
Interfund Utility Tax (3 10%
829
902
836
836
855
867
898
911
921
921
5,374
Engineering Labor (9)
86
90
78
78
83
86
87
89
91
93
529
44,988
Subtotal 6,522 7,152 6,535 6,535
6,823 7,054 7,655 7,699 7,854 7,902
Sewer Capital - CIP Program
561
980
4,097
3,665
3,342
1,565
1,474
705
1,528
2,730
11,344
56,332
Total Expenditures 7,083 8,132 10,632 10,200
10,165 8,619 9,129 8,404 9,382 10,632
FUND BALANCE
Change in Fund Balance (a)
1,739
1,643
(1,861)
(1,429)
(1,491)
180
(46)
807
(74)
(1,319)
(1,944)
Beginning Balance
3,599
5,285
7,181
7,181
5,752
4,262
4,441
4,395
5,202
5,128
5,752
3,809
Ending Balance 5,338 6,928 5,320 5,752
4,262 4,441 4,395 5,202 5,128 3,809
Fund Balance:
Reserved -20% of prior year's reve 1,520 1,715 1,854 1,854
1,696 1,735 1,760 1,817 1,842 1,862
1,862
Unreserved 3,818 5,213 3,466 3,898
2,565 2,706 2,635 3,385 3,286 1,947
1,947
Ending Balance 5,338 6,928 5,320 5,752
4,262 4,441 4,395 5,202 5,128 3,809
3,809
"' Revenues in excess of (less than) expenditures
2017 - 2022 Financial Planning Model XXXV 101312016 36
ATTACHMENT F
City of Tukwila
SURFACE WATER ENTERPRISE FUND
2017 - 2022 Analysis in 000's
REVENUES
Actual
Actual
zms
Actual
Budget
Budget
Estimate
Estimate
1,441
2018
2019
2020
2021
2022
Total
+10%
+20%
+15%
+15%
+5%
+3%
+5%
+3%
+5%
+5%
Annual Billings (Current) (1)
4,222
5,086
5,825
5,836
6,127
6,300
6,615
6,813
7,154
7,154
40,163
Other Revenues
(54)
28
38
30
30
30
40
50
50
60
260
Grants/ Bond Proceeds (2)
1,164
789
1,212
375
1,256
2,656
10,115
125
165
75
14,392
54,815
Total Revenues 5,332 5,903 7,075 6,241
7,413 8,986 16,770 6,988 7,369 7,289
EXPENDITURES
Operations & Maintenance
1,604
1,891
1,940
1,940
2,090
2,139
2,332
2,426
2,523
2,600
14,110
Debt Service (3)
322
316
312
312
304
303
301
300
298
285
1,791
Proposed Debt Service for Facilities
116
560
560
560
560
2,356
Interfund Utility Tax (4) 10%
424
510
586
587
618
636
666
686
720
721
4,048
Engineering Labor (6)
355
452
531
475
556
573
595
635
654
686
3,699
26,004
Subtotal 2,705 3,169 3,369 3,314
3,568 3,767 4,454 4,607 4,755 4,852
SSWM Capital - CIP Program
2,808
2,553
4,506
2,300
4,566
4,963
11,902
2,077
1,173
1,627
26,308
52,312
Total Expenditures 5,513 5,722 7,875 5,614
8,134 8,730 16,356 6,684 5,928 6,479
FUND BALANCE
Change in Fund Balance (a)
(181)
181
(800)
627
(721)
256
415
304
1,441
810
2,503
Beginning Balance
2,213
2,063
1,252
1,252
1,879
1,158
1,414
1,829
2,133
3,573
1,879
4,383
Ending Balance 2,032 2,244 452 1,879
1,158 1,414 1,829 2,133 3,573 4,383
Fund Balance:
Reserved (b) 20 % of revenue 778 834 1,023 1,173
1,173 1,231 1,266 1,331 1,373 1,441
1
1,441
Unreserved 1,254 1,410 (571) 706
(15) 183 563 802 2,201 2,942
2,942
Ending Balance 2,032 2,244 452 1,879
1,158 1,414 1,829 2,133 3,573 4,383
4,383
(a) Revenues in excess of (less than) expenditures
(b) Annual reserve balance requirement equals 20% of the prior year operating revenues.
2017 - 2022 Financial Planning Model XXXV11 101312016 37
38
City of Tukwila
Public Works Department - Bob Giberson, Director
To:
Utilities Committee
From:
Bob Giberson, Public Works Director -
By:
Gail Labanara, Public Works Analyst
CC:
Mayor Ekberg
Date:
October 21, 2016
Subject: Customer Assistance Programs for Water, Sewer, and Surface Water
ISSUE
Discuss Customer Assistance Programs (CAP's) for the City's water, sewer, and surface water fees.
BACKGROUND
Allan Ekberg, Mayor
Tukwila Municipal Code 14.04.240 allows seniors (62 and older), as well as permanently disabled owners, purchasers, or
renters making less than $32,000 annually, a 50% discount rate on C utility bills. Attached is the application for reduced
rates.
DISCUSSION
The Customer Assistance reduced rates are based on status of age or disability only, with no considerations given to very low
income households, (30% of median income) who make $24,030 or less for a household of two, using 2016 federal housing
and urban development guidelines. Considering Tukwila's current demographics of poverty (23.1% of families in poverty and
24% of individuals), Council has suggested reevaluating the city's subsidized rates to be more inclusive of very low income
residents, independent of their age and disability status.
FINANCIAL IMPACT
The City's proposed 2017 utility rate increases will cost a single family household an additional annual increase of $46.32 (or
$5.66 /month). Currently 79 water accounts, out of 1,266 or 6 %, are currently signed up for senior /disabled low- income
assistance through the City of Tukwila's water /sewer utility. Of note, in 2012, we had 62 accounts signed up for discounts. The
approximate annual cost to each utility is;
Water $17,064.00 (Avg water bill $432 /year, with $17.00 base * 79 accounts)
Sewer 34,706.28 (50% of $73.22 * 79 accounts * 12 months)
Surface Water 11,970.00 (Currently 140 accounts citywide, 50% of $171 * 140)
Total is 74 .28
The 50% discount only applies to the City of Tukwila's utilities and does not apply to the entire City that also includes Water
District 125, Highline Water District, and Valley View Sewer District. The other separate Utility Districts encompass most of the
residential population as the City of Tukwila's water /sewer jurisdiction includes the Commercial Business District (CBD) and
small pockets of residential customers. For example, the ratio for City of Tukwila's water /sewer customers has 79%
commercial, 12% multi - family, and 9% residential. Attached is a spreadsheet for low- income discounts that are available
citywide with all of the different utilities.
Both Cascade Water Alliance and King County Sewage Treatment are increasing their charges every year and along with
increases to the City's salaries and healthcare benefits, each of the water, sewer, and surface water funds use reserve
balances for the annual operations and maintenance costs along with the capital projects.
UP]
WAPW Eng \OTHER \Gail Labanara \Water & Sewer Documents \Info Memo Low Income Discounts 2016 - sb.docx
Informational Memo
Page 2
The senior /disabled low- income discount allows for a 50% discount on the entire City of Tukwila's sewer bill. The proposed
2017 sewer charge will be $73.22 a month, with $44.22 submitted directly to the King County Sewage Treatment and the
remaining $29.00 covers the City's operations and maintenance as well as any City capital projects. King County does not
offer a discount to the $44.22, so the entire 50% discount is covered directly from the City's sewer ratepayers.
Also affecting only the City of Tukwila's utilities is the 10% utility tax that has been incorporated for the City's water, sewer,
and surface water funds. Tukwila's interfund utility tax is not citywide and is not shared by the other independent utilities in the
City. The interfund utility tax has a significant financial impact to all three of the City's utilities.
Capital projects are also a huge concern to each enterprise fund as most of the City's infrastructure was installed in the late
1960's and early 1970's. The water and sewer mains are now over 50 years old and are reaching their useful life cycle. The
cost of each main break is significantly higher than completing an ongoing capital replacement project. There is currently a
backlog of capital projects in the water and sewer fund as each fund has to balance expenditures with revenue. As revenue is
reduced, so are the capital projects, which then cause the ongoing backlog and an increase in emergency breaks.
Also, if we were to have the 50% discount available to all low- income households as opposed to just the senior /permanently
disabled low- income households, we would have to require confirmation every year for qualification. The income status of
households may change, so the low- income discount would have to be verified annually. With only the low- income
senior /disabled discount that we currently have, we do not verify their status each year. The annual verification would require
additional staff time.
POSSIBLE OPTIONS
1) Increase the income limit, currently at $32,000, to $34,000 or $35,000.
2) Increase the discount from 50% to 60 %.
3) Allow for temporary assistance up to a certain dollar amount for a specific period of time
4) Add funds to Human Services, which would assist the entire population of Tukwila, rather than subsidize a certain
amount of Tukwila's population by other utility ratepayers.
Again, as the CAP's utility discount is codified in the Tukwila Municipal Code, we will have to return with an Ordinance for any
changes.
RECOMMENDATION
Information only.
Attachments: Tukwila's application for reduced rates on water, sewer, and surface water
Citywide Utility/Tax Discount Information
Select pages from EPA April 2016 Report
40
WAPW Eng \OTHER \Gail Labanara\Water & Sewer Documents \Info Memo Low Income Discounts 2016 - sb.docx
CITY OF TUKWILA
Finance Department
6200 Southcenter Blvd, Tukwila, WA 98188 -2599
Phone: 206 - 433 -1849 Fax: 206 - 433 -1833
APPLICATION AND AFFIDAVIT FOR REDUCTION IN WATER, SEWER, SEWAGE TREATMENT &
SURFACE WATER RATES.
As authorized by RCW 74.38.070 and Chapter 14 of the Tukwila Municipal Code, I hereby make claim for
reduction in water, sewer, sewage treatment, and surface water rates for the following residential address:
NAME
STREET ADDRESS
CITY
WATER/SEWER ACCT 9
ZIP
PHONE 9
STORM DRAIN ACCT 9
In support of my application, I do attest and certify that the following statements are true:
1. I am 62 years of age or older or (if married) my spouse is 62 years of age or older.
Or I am years of age and totally and permanently disabled and I attach herewith a copy of the attending
physician's statement verifying such permanent disability.
2. a. For water, sewer, and sewage treatment: I am the owner or renter and permanent resident of the above
described residence. I further attest that the residence is billed on a separate meter and I pay for such billing
directly.
b. For surface water: I am the owner and permanent resident of the above described residence. I understand
that only one parcel owned by myself within the City of Tukwila may receive the reduction in rates.
3. My disposable income from all sources is less than $32,000 per year if single, or if married, combined
disposable income is less than $32,000 per year. Proof of qualified income is attached.
4. I promise that I will promptly notify the City in writing if I should move from the above described residence or
in the event of any change in my financial condition that would disqualify me from receiving the special rates
for utility services.
5. I further promise to pay the City for any undercharges that have been made if it is determined that I am not
qualified.
6. I further agree to provide the City with such additional information about my income and residence as may be
requested from time to time in order to establish eligibility.
AFFIDAVIT
I affirm that all of the above statements are true and correct to the best of my knowledge.
State of Washington
County of King
Signature of Resident
SUBSCRIBED AND AFFIRMED BEFORE ME THIS DAY OF
Signature of Notary Public
Name as commissioned
20
My appointment expires
41
UTILITY / TAX DISCOUNT INFORMATION
Utility Discount
Applies To
Eligibility
Benefit /
Discount
Comments
Tukwila Water, Sewer,
and Surface Water
- Senior, 62 or older, or permanently disabled; and
- Household income less than $32,000 per year
50%
Waste Management
Garbage Service
- Senior, 62 or older, or permanently disabled; and
- Household income less than $32,000 per year
50%
Comcast Cable
- Senior, 62 or older, or permanently disabled; and
- Household income less than $32,000 per year
40%
Discount applied only on basic
portion of cable bill. No discount on
internet or phone.
Highline Water District
- Senior, 61 or older, or permanently disabled; and
- Household income less than $35,000 per year
35%
Discount applied only on base rate.
Water District 125
N/A
N/A
No Discount Program offered.
Valley View Sewer District
N/A
N/A
No Discount Program offered.
Seattle City Light Electric
Seattle Public Utilities
(water, sewer)
- 18 years or older, and permanently disabled; or
- Household gross yearly income limits:
Varies depending on household size
One person: $ 31,210.00
Two persons: $ 40,872.00
Five persons: $ 69,732.00
Eight persons: $ 82,956.00
Call 206 - 684 -5788.
60 %SCL
50% SPU
Note: Seattle City Light's energy
discount program is different from
Tukwila's Utility Tax Relief
Program. Any questions/ inquiries
regarding the SCL energy discount
program can be directed to Seattle
City Light.
N
Z: \Utility Discounts \Utility Discounts Excel gl 101416.xlsx
UTILITY / TAX DISCOUNT INFORMATION
Utility Discount
Applies To
Eligibility
Benefit /
Discount
Comments
City's Utility Tax Relief
Program
Rebates of Taxes and
Surcharge Fees on
Electricity — for
Seattle City Light or
Puget Sound Energy
- Senior, 62 or older, or permanently disabled; and
- Disposable income from all sources must not
exceed $32,000 per household
- Must be a Puget Sound Energy or Seattle City Light
customer
Required information (due by June 30, of each year):
- Must complete application and notarized supplemental
affidavit at the Finance Dept., City Hall.
- Must provide copy of income tax return for the utility tax
relief year applying for.
- Provide copy of applicant's Puget Sound Energy or
Seattle City Light 12/31/xx end of year billing
statement as verification of customer account status.
Payment Process:
Those applicants determined to be eligible will receive a rebate
check from the City based on the actual taxes and surcharges paid
for the relief year.
For additional information and inquiries regarding Tukwila's Utility
Tax Relief Program, contact: Lily Jue, Fiscal Coordinator at 206 -433-
7190.
Rebate
Resolution No. 1547.
Puget Sound Energy
Lifeline or
Weatherization
Assistance
In partnership with local agencies, PSE offers two programs to assist
low income households:
1) Home Energy Lifeline Program - HELP
2) Weatherization Assistance Program
The local agencies manage the discount program and provide bill
payment assistance up to $2,000 per year.
The Multi- Service Center (for South King County) in Kent is 253 -854-
4406 and serves Tukwila residents.
Payment
Assistance
Z: \Utility Discounts \Utility Discounts Excel gl 101416.xlsx
UTILITY / TAX DISCOUNT INFORMATION
Utility Discount
Applies To
Eligibility
Benefit /
Discount
Comments
King County Property Tax
Exemption Program via
Assessor's Office
There are two types of tax relief for Seniors and disabled on a
limited income;
Property Tax reduction /exemption if:
- Annual income of $40,000 or less
- Own and occupy a house, mobile home, condo, or co -op
as principle residence as of December 31 of the year
prior to the year of application
- You are 61 years of age or older
- You are retired because of a physical disability or
- You are a widow or widower at least 57 years of age,
whose spouse had an exemption at the time of death.
Property tax deferral if:
- Combined disposable income of $45,000 or less
- Own and occupy a house, mobile home, condo, or co -op
as principle residence as of December 31 of the year
prior to the year of application
- You are 60 years old when you file or
- You are retired because of a disability
To apply for a property tax deduction for seniors /disabled, call King
County at 206 - 296 -3920.
Tax Relief
Z: \Utility Discounts \Utility Discounts Excel gl 101416.xlsx
�d City of Seattle
Mail Application: 810 3 Ave, Ste 440
Seattle, WA 98104 Human Services Department
OR Fax Application: 206.621.5012 Assistance Program Application
OR Email Application: UDP @Seattle.gov www.seattle.gov /UDP
Government issued Identification for all persons 18 years and older; Please provide a copy of one of the
items below for each adult:
• State driver's license
• State identification card
• Passport or Permanent Resident Card
Please provide your SNAP benefits client ID or your social security number below to provide verification of
gross income.
SNAP Benefits Client ID: OR Social Security #: - -
If you are not on SNAP, please provide income documentation for ALL persons 18 years old and older living in
your home. Please provide verification of GROSS income received in the following month:
• Paycheck stubs/ Employer statement showing GROSS earnings
• DSHS award letters (TANF, GAU /GAX)
• Child support
• Social Security /SSI award letter /Survivor benefits
• Pensions /Annuity /IRA, Interest & Dividends
• Labor and Industry (L &I) statement
• Student financial aid and tuition statement
• Rental /investment property income (Provide a copy of lease /rental agreement.)
• Self employed (Most recent full tax return & 3 months profit & loss statements)
• Other income:
• Please have complete the highlighted sections and sign the enclosed "Request for Records" form and
mail it with your application.
Primary e on Electric
Last First Middle
Physical Address:
Street Apt# City Zip
Mailing Address:
Street Apt# City Zip
Primary Phone: Message: E -Mail:
Seattle City Light CCB (Account) #:
Seattle Public Utilities CCB (Account) #:
Car License Plate Number: ' • Paid:
Please complete the front and back of this form
N=10111101
El 11
Total number in household: _ If more than 5, list other household members on a separate page.
Source of income or benefits (please check all that apply):
❑ Wages ❑ Unemployment ❑ Child Support ❑ Adoption Support ❑TANF
❑ Pension /Annuity ❑ IRA ❑ VA ❑ Rental income ❑GAU
❑ Social Security /SSI ❑ Other:
HOUSING •' •
Amount you pay for rent or mortgage: $ If rent is subsidized (check one):
❑ SHA ❑ HUD ❑ Straight Tax Credit -Hope VI
Housing Status: ❑ Section 8 ❑Scattered Site ❑ King County Housing Authority
❑ Senior BOND ❑Shelter + Care ❑ Other:
❑ Minimum Rent - Public Housing
Housing Type: ❑ Single Family Home ❑ 2, 3 or 4 Units ❑ Apt. Building ❑ Condo ❑Mobile Home
How do you heat your home? ❑ Electric ❑ Gas ❑ Oil ❑ Wood Other:
Cable TV customers may qualify for a low- income discount. If you subscribe to Cable TV, which company?
❑ Comcast ❑ Broadstripe ❑ Other:
How do you identify yourself: ❑ Multi Racial ❑ American Indian, Alaska Native ❑ Asian American /Asian
❑ Black, African American, African ❑ Hispanic, Latino ❑ Hawaiian Native, Pacific Islander ❑ White, Caucasian
❑ Other?
What is your primary language?
How did you hear about our services? ❑ Radio ❑ Television ❑ Newspaper ❑ Newsletter
❑ Utility Bill insert ❑Website ❑ Family or friends ❑ Other:
Would you like a home energy visit by Seattle City Light to help conserve energy? ❑ Yes ❑ No
This application and supporting documentation are used to review eligibility for additional City benefits and will NOT be shared with U.S. Citizenship and
Immigration Services (USCIS). I authorize the City to use these materials to enroll me in assistance programs for which I am eligible. I am aware that my
information is subject to review and verification and that other documentation may be required. I grant permission to request or release information to, or from, the
Seattle Housing Authority, Sec 8 HUD, King County Housing Authority, other government agencies, or their delegated agents; this may result in receipt or denial
of City benefits. Submitting this application does not guarantee eligibility or enrollment in any programs. I certify that the information I provided is accurate and
complete and that I may be subject to criminal prosecution if I have knowingly given false or misleading information. I agree to provide updated proof of eligibility
at any time, if requested. I understand that if I am found to be in violation of program rules, and receive assistance and have not truly disclosed all information, I
will be terminated from the program(s) and the City may recover the actual cost(s) for the periods I was not eligible. I will notify the City of Seattle if my income or
living situation changes.
Signature: I Date:
«11
Hde everyone living in t he home, regardless of age, whether or not they pay rent, and their
to applicant. Examples: roommates, relatives, tenants, children, friends, extended family members, etc.
Name (Last, First) D. te of Sex
Relationship Gross Income Source (emplo
Monthly name, Social Security, TANF,
Birth
to You Income etc.)
M ❑ F ❑
Myself $
M ❑F❑
$
M ❑F❑
$
M ❑F❑
$
M ❑F❑
$
Total number in household: _ If more than 5, list other household members on a separate page.
Source of income or benefits (please check all that apply):
❑ Wages ❑ Unemployment ❑ Child Support ❑ Adoption Support ❑TANF
❑ Pension /Annuity ❑ IRA ❑ VA ❑ Rental income ❑GAU
❑ Social Security /SSI ❑ Other:
HOUSING •' •
Amount you pay for rent or mortgage: $ If rent is subsidized (check one):
❑ SHA ❑ HUD ❑ Straight Tax Credit -Hope VI
Housing Status: ❑ Section 8 ❑Scattered Site ❑ King County Housing Authority
❑ Senior BOND ❑Shelter + Care ❑ Other:
❑ Minimum Rent - Public Housing
Housing Type: ❑ Single Family Home ❑ 2, 3 or 4 Units ❑ Apt. Building ❑ Condo ❑Mobile Home
How do you heat your home? ❑ Electric ❑ Gas ❑ Oil ❑ Wood Other:
Cable TV customers may qualify for a low- income discount. If you subscribe to Cable TV, which company?
❑ Comcast ❑ Broadstripe ❑ Other:
How do you identify yourself: ❑ Multi Racial ❑ American Indian, Alaska Native ❑ Asian American /Asian
❑ Black, African American, African ❑ Hispanic, Latino ❑ Hawaiian Native, Pacific Islander ❑ White, Caucasian
❑ Other?
What is your primary language?
How did you hear about our services? ❑ Radio ❑ Television ❑ Newspaper ❑ Newsletter
❑ Utility Bill insert ❑Website ❑ Family or friends ❑ Other:
Would you like a home energy visit by Seattle City Light to help conserve energy? ❑ Yes ❑ No
This application and supporting documentation are used to review eligibility for additional City benefits and will NOT be shared with U.S. Citizenship and
Immigration Services (USCIS). I authorize the City to use these materials to enroll me in assistance programs for which I am eligible. I am aware that my
information is subject to review and verification and that other documentation may be required. I grant permission to request or release information to, or from, the
Seattle Housing Authority, Sec 8 HUD, King County Housing Authority, other government agencies, or their delegated agents; this may result in receipt or denial
of City benefits. Submitting this application does not guarantee eligibility or enrollment in any programs. I certify that the information I provided is accurate and
complete and that I may be subject to criminal prosecution if I have knowingly given false or misleading information. I agree to provide updated proof of eligibility
at any time, if requested. I understand that if I am found to be in violation of program rules, and receive assistance and have not truly disclosed all information, I
will be terminated from the program(s) and the City may recover the actual cost(s) for the periods I was not eligible. I will notify the City of Seattle if my income or
living situation changes.
Signature: I Date:
«11
HEME
Drinking Water and Wastewater Utility Customer Assistance Programs
As shown in Figure 1, the most common criterion considered for CAPs eligibility is status as a low- income
household. Senior citizens are often eligible for assistance, as are households experiencing short -term
financial hardships. EPA also found programs targeting assistance to disabled customers, as well as
customers that are either active duty or veterans of the military. Specific eligibility criteria (e.g., the income
threshold used to qualify) differ across programs. The way utilities determine customers' eligibility also
varies, with some utilities conducting application reviews and approvals in -house and others collaborating
with social service programs to accept their eligibility determinations.
/ ri
CAPs serve different segments of the population based on factors such as income level (e.g., low- or
fixed - income), permanent disability, occurrence of temporary hardship (e.g., recent divorce, death of
spouse, recently unemployed), age (e.g., senior citizens), and /or status as a veteran.
Income is the most common criterion used to determine rate assistance eligibility. Some utilities offer
a discounted rate for customers whose income is below a specified threshold. The threshold might
be based on the poverty level (e.g., twice the federal poverty level) or on water bill charges exceeding
a specified percentage of income (e.g., median household income, or MHI). Some utilities require
customers to stay current on their water bills to remain eligible for assistance.
Some utilities determine eligibility according to whether the customer receives assistance from other
social aid programs. Under this criterion, eligibility for utility billing assistance is based on successful
enrollment in assistance programs offered by other agencies or organizations, which lowers the
administrative costs to the water utility, makes the process easier for recipients, and generally
accelerates the reach of the water CAP.
EPA's review of 795 utilities
across the nation showed
that almost 30 percent of
utilities offer one or more
CAPs, for a total of 365
active programs. Some
CAPs provide assistance
to more than one group
of customers. Overall, the
customers most frequently
targeted by CAPs were
those in low- income
households (Figure 1).
Figure 1. Types of customers assisted by CAPs at U.S. drinking water and wastewater utilities.
48
6
Drinking Water and Wastewater Utility Customer Assistance Programs
Utilities offer a variety of assistance programs to meet the needs of their customers. (See Appendix B:
Utility Snapshots for more information on specific programs described in this section and their materials.)
Common program types include:
Bill Discount Utilities reduce a customer's bill, usually long -term. Can be applied to nearly any
type of rate structure or aspect of the bill (e.g., variable rate structure, fixed service charge, and
volumetric charge). Also known as rite -off, reduced fixed fee.
Flexible "' Utilities help customers afford services and pay bills through arrearage
forgiveness (e.g., rewarding timely bill payments by partially forgiving old debt and establishing a
payment plan for future payments), bill timing adjustment (e.g., moving from quarterly to monthly
billing cycles), or levelized billing (e.g., dividing total anticipated annual water and sewer bill by 12
to create a predictable monthly bill amount). Common categories of different program types include
payment plans, connection loans, managing arrears, levelized billing, bill timing.
Lifeline t Customers pay a subsidized rate for a fixed amount of water, which is expected to
cover that customer's basic water needs. When water use exceeds the initial fixed amount of water
(i.e., the lifeline block), the rates increase. Also known as minimum bill, low-income rate structure,
"'e it Utilities help customers on a short -term or one -time basis to prevent
disconnection of service or restore service after disconnection for households facing an unexpected
hardship (e.g., death, job loss, divorce, domestic violence). Also known as emergency assistance,
crisis assistance, grant, one-time reduction.
'Water ' ' i Utilities subsidize water efficiency measures by providing financial assistance
for leak repairs and offering rebates for WaterSense- certified fixtures, toilets, and appliances. Also
known as water conservation.
EPA's review of 795 utilities
across the nation showed
that almost 30 percent
offer one or more CAPs; of
these, 155 included a bill
discount in their CAP. The
next two most popular CAP
types were flexible terms
and temporary assistance
(Figure 2).
Figure 2. Types of CAPs offered by U.S. drinking water and wastewater utilities.
49
7
Drinking Water and Wastewater Utility Customer Assistance Programs
F unding Custorneir Assistaince Programs
As demonstrated in Figure 5, many possible sources of funds and revenue are available for utilities to
support their CAPs, including:
• Building the costs into the rate structure (utilities can structure it so resources come from all
ratepayers, or only from those ratepayers not receiving assistance).
• Give customers and employees an opportunity to make voluntary contributions (e.g., the popular
"round up" bill option).
• Seek donations from outside partners, including charities and other assistance programs and
agencies.
• Allocate a portion of the general tax revenues toward the program.
• Find innovative new revenue streams (e.g., some utilities have generated revenue by allowing
ads and antennas on water towers and other utility structures).
t% f :
Nonprofits - 21%
�,
Utility Budgets - 14%
�` �'����<
Customers' Voluntary Contributions -14%
Local Government -10%
t,e
Other Sources - 4%
Utility Employees and /or Stockholders - 3%
Fundraising -3 %
�° ii r�l f ,
Numbers do not add up to 100 percent because utilities
could select more than one option or leave fields blank.
air,."
Source: WRF 2010, Page 18
Figure 5. A 2010 WRF survey found that utilities fund their CAPs through a variety of sources.
CAP Experts in the Electric Industry
Many communities have experts with decades of experience designing and implementing CAPs for utilities.
Electric and natural gas utilities likely have some type of program or safety net to help their disadvantaged
customers. These industries have been creatively addressing this issue for decades, largely driven by the
policies, regulations, programs, and expectations of the federal government, state governments, or public
utility commissions who oversee rates and assess customer needs. All the CAP types discussed in this
report might already be in use by your local electric and gas utilities. Not only can these utility staff help you
understand the opportunities and challenges to successfully implementing a program, but they might allow
you to coordinate implementation of your program with their existing programs.
50
28
inking ater _
94'y Csto er Assisaa e Programs
Rate Assistance Programs at Drinking Water and Wastewater Utilities in the United States
Appendix A_ Qui ikdiudi -aarix
Type of Utility
Name of Utility /Agency
Population
Served
Type of Program
Bill Discount
Flexible Terms
Lifeline Rate
Temporary
Assistance
Water
Efficiency
City of Fort Worth
812,238
City of Grand Prairie
171,028
City of Houston Public Works and Engineering Department
2,099,000
City of Laredo Utilities Department
199,715
City of Odessa
113,033
City of Round Rock
100,707
San Antonio Water System
1,596,714
Utah
Granger- Hunter Improvement District
106,000
Virginia
Alexandria Renew Enterprises
257,767
Virginia American Water
57,946
Hampton Roads Sanitation District
538,646
Prince William County Service Authority
250,000
City of Richmond Public Utilities
197,000
Washington
Alderwood Water & Wastewater District
171,500
City of Bellevue
135,100
City of Everett Public Works Department
Lakehaven Utility District
City of Redmond
Seattle Public Utilities
580,000
112,000
100,422
1,400,000
A -13
Maio ater _
3i i3 Customer Assisaa e Programs
Rate Assistance Programs at Drinking Water and Wastewater Utilities in the United States
Appendix A ui died -aariz
Type of Utility
Name of Utility /Agency
Population
Served
Type of Program
Bill Discount
Flexible Terms
Lifeline Rate
Temporary
Assistance
Water
Efficiency
Spokane Public Works & Utilities
200,000
•
Tacoma Public Utilities
318,403
City of Vancouver
231,000
t Virginia
West Virginia American Water
198,521
Wyoming
City of Evanston
12,000
A -14
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Washington
Aidenvood I Alderwood Water & Wastewater District
171,500 population served 11
Program: Low Income Senior Citizen Discount Type: Bill Discount
Households Targeted: Low - Income Seniors
Program Description
Offers reduced rates on utility bill.
Eligibility Information
• Applicant must be at least 62 years of age at the time of the application.
• Applicant must own or rent and reside in the residence where the discounted rate(s) is being requested.
• Residence has a separate water meter.
• Household income must not exceed $30,000 per year, including that of a spouse or any co- tenant(s).
• Applicant is named in the District's utility billing.
• Annual water consumption is not in excess of 100 ccf (hundred cubic feet).
More Information
http:// www. alderwoodwater .comlSitelContenVDocuments /YourAccount/ Forms /Senior %2ODiscount %2OApplic
ation.pdf
Program: Low income Disabled Discount Type: Bill Discount
Households Targeted: Low - Income Disabled Persons
Program Description.
Offers reduced rates on utility bill.
Eligibility Information
• Applicant must be permanently disabled at the time of the application.
• Applicant must own or rent and reside in the residence where the discounted rate(s) is being requested.
• Residence has a separate water meter.
• Household income must not exceed $30,000 per year, including that of a spouse or any co-resident(s).
• Applicant is named on the District's utility billing, or can prove that they are the named tenant in a lease
agreement for the residence.
• Annual water consumption is not in excess of 100 ccf (hundred cubic feet).
More Information
http: / /www.alderwoodwater. comlSitelContenVDocuments /YourAccount /FormsILow-
Income %2ODisabled %20Discount %20Application. pdf
B -140 53
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Bellevue City of Bellevue
135,100 population served
INI
Program: Utility' ate' elllef Type: Bill Discount
Households Targeted: Low - Income Seniors, Low - Income Disabled Persons
Program Description
Offers up to 75% reduction on water, wastewater, and drainage service costs for qualifying customers.
Eligibility Information
• Low - income senior at least 62 years of age or low- income permanently disabled persons receiving disability
benefits from Social Security and /or Veteran's Administration.
• Applicant must permanently reside at the address receiving service within the service area of City of
Bellevue Utilities.
• Household income must meet program guidelines starting at $30,860 /year for 1 person in household to
$51,190 /year for 6 persons per household.
More Information
http : / /www.ci.bellevue.wa.uslpdf /Utilities / 2016 _Rate_Relief_REDUCTION_Packet® _FINAL.pdf
Everett City of Everett Public Works Department
580,000 population served 11
Program: DiscountedRates Type: Bill Discount
Households Targeted: Low - Income Seniors, Low - Income Disabled Persons
Program Description.
Provides discounted rates to qualifying customers.
Eligibility Information
• Own and occupy a single - family residence within the Everett city limits.
• Customer of City of Everett Public Works Department.
• At least 62 years of age or have a permanent disability.
• Household income must be under $35,000.
• Have a property tax exemption from Snohomish County.
More Information
h ttps: / /everettwa. gov /916 /Discounted -Rates
B -141 54
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Lakehaven I Lakehaven Utility District
112,000 population served
Program: CustomerAssistance Program
Households Targeted: Financial Hardship
Program Description
A ?Ill ciii dliix llls tUtliilllli# Simql 111 hoots
I'm
Type: Temporary Assistance
Helps customers who are having difficulty paying water /sewer bills. Administered by the Multi- Service Center in
Federal Way.
Eligibility Information
e Must contact the Multi- Service Center in Federal Way to determine eligibility.
More Information
http: / /www.lakehaven. org/210 /Customer- Assistance - Program
Redmond City of Redmond
100,422 population served
Program: Low Income Discounts Type: Bill Discount
Households Targeted: Low - Income Seniors, Low - Income Disabled Persons
Program Description.
Provides 50% discount on utility bill.
Eligibility Information
• At least 62 years of age or a disabled person at least 18 years of age.
• Must be a customer of city of Redmond utilities.
• Reside in a single - family residential living unit.
• Household income must meet not exceed the amount specified as "very low- income" under the regulations
of the United States Department of Housing and Development (HUD) for Section 8 programs starting at
$31,400 /year for 1 person in household to $44,800 /year for 4 persons per household.
More Information
http: / /www. redmond .govlcrosIOne.aspx ?portalld= 169 &pageld =2183
B -142 55
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Seattle Seattle Public Utilities
1,400,000 population served
Program: Utility Discount Program (U DP)
Households Targeted: Low - Income
Program Description
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1,11%
Type: Bill Discount
Offers qualifying customers a discount of about 60% on Seattle City Light bill and a 50% discount on Seattle
Public Utilities bill.
Eligibility Information
• Household income must beat or below 70% of Washington's state median income starting at
$30,840 /year for 1 person per household to $85,392/year for 10 persons per household.
• Must be a homeowner or renter; if a landlord pays all utilities, qualifying low- income tenants may still be
eligible for utility financial help.
• Have a Seattle City Light and /or Seattle Public Utilities bill in applicant's name.
• Applicant must not receive a Section 8 housing voucher or live in subsidized housing.
More Information
http: / /www. seattle. gov /utiVMyServicesIMyAccounVGetHel pwith UtilityBilVind ex. h tm
Program: Emergency Assistance Program (EAP)
Households Targeted: Emergency Relief
Program Description
Type: Temporary Assistance
Provides a 50% credit for a customer's delinquent bill, up to $371 for the 2016 program year. Customers may
only receive a credit once in a 12 -month period. The program is intended to provide emergency assistance for
low- income customers who are in jeopardy of having their utility services disconnected or who have already had
their services disconnected.
Eligibility Information
• Property must be a single - family residence.
• Household income must be at or below 70% of Washington's state median income starting at
$30,840 /year for 1 person per household to $85,392/year for 10 persons per household.
• Customer of Seattle Public Utilities (SPU) account.
• Applicant must have received an Urgent Notice or Final Shut -off notice.
• Applicant's water has been shut off.
• Applicant has not received SPU Emergency Assistance Program funding within the last 12 months.
More Information
http: / /www.seattle. gov/ utiVMyServices/ MyAccounVGetHelpwithUtilityBilVEmergencyAssistance /index. htm
B -143 56
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Spokane Spokane Public Works & Utilities
200,000 population served
Program: UHellp Program
Households Targeted: Emergency Relief
Program Description
Apll coi d'lil llls tUtllillll# Siumql 111 hoots
1,11%
Type: Temporary Assistance
Helps customers who are having difficulty paying water /sanitation bills. The City of Spokane's UHelp program
provides low- income households with one -time emergency financial assistance to help pay for their city utility
bills, which includes charges for water, wastewater, stormwater, and garbage collection. Administered by the
Salvation Army.
Eligibility Information
e Must contact Salvation Army to determine eligibility.
More Information
https:/ /my.spokanecity.orgllpublicworks /utility- billinglluhelp/
Tacoma I Tacoma Public Utilities
318,403 population served
Program: Discount Rate Program Type: Bill Discount
Households Targeted: Low - Income Seniors, Low - Income Disabled Persons
Program Description
Provides eligible customers a 30% discount on their utility bill.
Eligibility Information
• At least 62 years of age, or disabled adults receiving disability income.
• Be a single occupant, head -of- household, or spouse of the head -of- household.
• Live in the unit, and the accompanying Tacoma Public Utilities account must be in the applicant's name.
• Have a single- metered account.
• Household income must meet program guidelines starting at $1,471 /month for 1 person in household to
$4,071 /month for 6 persons per household.
More Information
http: / /www. mytpu. orglyour /payment - assistance. htm
B -144 57
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Program: Water & Environmental Services Assistance Type: Temporary Assistance
Households Targeted: Low - Income
Program Description.
Provides a one -time credit toward water service in the amount of $65.00. Available once in a 12 -month period.
The difference of delinquent account charges must be paid before the funds can be received.
Eligibility Information
• Must pay the difference of delinquent account charges before receiving assistance funds.
• Be a single occupant, head -of- household, or spouse of the head -of- household.
• Live in the unit, and the accompanying Tacoma Public Utilities account must be in the applicant's name.
• Have a single- metered account.
• Household income must meet program guidelines starting at $1,471 /month for 1 person in household to
$4,071 /month for 6 persons per household.
More Information
http: / /www. mytpu. org /your /payment - assistance. htm
Program: Budget Blifing
Households Targeted: All Residential Customers
Program Description
Provides a consistent monthly utility payment amount.
Eligibility Information
e Must contact the utility to determine eligibility.
More Information
http: / /www. mytpu. orglyouVbudget- billing. htm
Vancouver I City of Vancouver
231,000 population served
Program: Hellp to Others (H20)
Households Targeted: Emergency Relief
Program Description
Type: Flexible Terms
I'm
Type: Temporary Assistance
Provides help to customers who are having difficulty paying water /sanitation bills due to crisis situations.
Eligibility Information
e (information not found)
More Information
http:/ /www. cityofvancouver. uslpublicworks /page /h2o- help - others
B -145 58