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HomeMy WebLinkAbout3/19/1986 (2)Wednesday, March 19, 1986 The Board of County Commissioners of Indian River County, Florida, met in Special Session at the County Commission Chambers, 1840 25th Street, Vero Beach, Florida, on Wednesday, March 19, 1986, at 7:30 o'clock P.M. Present were Don C. Scurlock, Jr., Chairman; Patrick B. Lyons, Vice Chairman; Richard N. Bird; Margaret C. Bowman; and William C. Wodtke, Jr. Also present were H. T. "Sonny" Dean, General Services Director; Charles P. Vitunac, Attorney to the Board of County Commis- sioners; Joseph Baird, OMB Director; Terry Pinto, Utilities Director; Jeffrey Barton, Assistant Utilities Director; and Virginia Hargreaves, Deputy Clerk. The hour of 7:30 o'clock P.M. having passed, the Deputy Clerk read the following Notice with Proof of Publication attached, to -wit: VERO BEACH PRESS -JOURNAL Published Daily Vero Beach, Indian River County, Florida COUNTY OF INDIAN RIVER: STATE OF FLORIDA Before the undersigned authority personally appeared J. J. Schumann, Jr. who on oath says that he is Business Manager of the Vero Beach Press -Journal, a daily newspaper published at Vero Beach in Indian River County, Florida; that the attached copy of advertisement, being a in the matter of Y In the Court, was pub- lished in said newspaper in the issues of Affiant further says that the said Vero Beach Press -Journal is a newspaper published at Vero Beach, in said Indian River County, Florida, and that the said newspaper has heretofore been -continuously published in said Indian River County, Florida, each daily and has been entered as second class mail matter at the post office in Vero Beach, in said Indian River Coun- ty, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. %% i Sworn to and subscribed befo met',a�dayof___j�/l� A.D. 19 (; ( usiness an r) (SEAL) (Clerk of the Circuit Court, Indian River C u ty, Florida) NOTICE OF PUBLIC HEARING Notice is hereby given that tits Board of my Commissioners of Indian River County, wil hold a public hearing in the Commission Roo , In- dian River County Administration Building, 840 25th Street, Vero Beach, FL 32960 on Wed day, the 19th day of March, 1986, at 7:30 P.M. consider the request of General Development Utilities, Inc. for a sewer rate increase in the Vero Beach Highlands and Vero Shores Water & Sewer Division. At that hearing, the Commission will consider General Development Utilities, Inc.'s request for a continuation of the 1983 ,Rate Case docket. The rate ,increases will reflect the following changes in the sewer rates currently paid by a typical single-family residential customer using 5,000 gallons per month: Present Rates Meter Size %x W, 1,. Sewer: Base Facility Charge 1.00 1.00 Usage (5,000 gallons) $1.18 x 5 5:00 '5.90 Total 8.90 6.90 Proposed Rates Sewer: Base Facility Charge (includes $1.61 customer charge) 8.46 8.46. Usage (5,000 gallons) 1 $1.88 x 5 9.40 9.40 Total 17.86 17.86 Proposed rates shown are based on 1982 oper- ating costs and do not reflect full recovery of current operating costs and return on capital re- quirements. All interested parties will be heard. Dated this 4th day of March, 1986. j BOARD OF COUNTY COMMISSIONERS INDIAN RIVER COUNTY, FLORIDA 'I Don C. Scurlock, Jr., Chairman Mar.4, 11, 1986 BOOK 63 a"� 946 9 196 BOOK 63 Fkou 947 The Chairman called the meeting to order and announced that it is basically a continuation of a previous rate hearing held on November 9, 1983, at which time the Commission granted a portion of the rate increase requested. He then explained the procedure to be followed tonight, advising that he would ask the General Development people to present their rate case first and enter it on the record, after which the Utilities Department would make their presentation, and then the meeting would be opened for public comment. Ned Shandloff, Corporate Counsel for General Development Utilities, business address - 1111 S. Bayshore Dr., Miami, stated that during the presentation he will refer to General Development Utilities as GDU. Attorney Shandloff confirmed that they are here tonight for a continuation of the 1983 rate case based on the 1982 test year regarding sewer only. In the 1983 rate case, water quality was an issue. GDU is addressing that issue by connecting to the county system, and county water should be flowing to their customers sometime this summer. GDU is here tonight to concentrate on the sewer rate issue. Attorney Shandloff noted that by law GDU is entitled to a fair rate of return on their investment, but they are only requesting to break even based on the 1982 test year re sewer service. He requested that all witnesses be sworn in before testifying. Attorney Vitunac swore in all those who would be presenting testimony for the applicant, and asked that when they came up to present testimony, they acknowledge they have been sworn in. Attorney Shandloff then questioned Stephen Craig Wheeling, both noting that they have been sworn in, and Mr. Wheeling answered as follows. Stephen Craig Wheeling, business address - 1111 S. Bayshore Dr., Miami, advised that he is Director of Rate Regulation and Planning for GDU. He primarily directs and oversees preparation of rate cases for the utility and monitors and interprets new rate legislation and its impacts. Re his qualifications, 2 Mr. Wheeling stated that he has a Master's degree in Business Administration from Vanderbilt University; he worked as a senior financial analyst for a major chemical company where he analyzed business investments in excess of $100 million dollars; he has 6 years' experience with General Development Corp., the last 2 years being with GDU; and he has testified on utility rate matters before the Glades, Hendry and Charlotte County Commissions. Attorney Shandloff asked if Mr. Wheeling has reviewed the testimony, numbers, transcripts, etc., from the 1983 rate hear- ing, and Mr. Wheeling confirmed that he has. Attorney Shandloff then entered a xerox copy of the Transcript of Proceedings of the rate hearing held by the County Commission on November 9, 1983, as Exhibit "A". (ALL EXHIBITS ENTERED ARE ON FILE 1N THE OFFICE OF THE CLERK TO THE BOARD.) Attorney Vitunac inquired if the residents had a spokesman. William W. Davenport, Sr., informed the Board that he was spokesman for the Vero Shares Home Owners Association, consisting of approximately 155 homes, with about 105 active members. Attorney Vitunac advised Mr. Davenport that he had the option to look over the evidence being presented, but Mr. Davenport did not -wish to take the time to do that tonight as he believed there are hundreds of pages involved and he could not make every member familiar with it. He was sure it would not satisfy everyone tonight. Attorney Shandloff then entered a copy of the original rate case filing into the record as Exhibit "B". Mr. Wheeling briefly reviewed the history of GDU's applica- tion for this rate increase, explaining that in 1983, GDU filed for water and sewer rate increases based on the 1982 test year's expenses. The Commission denied the full rate request based on 3 p BOOK 63 FADE 948 MAR 19 1966 sooK 63 F n 949 water quality and contribution level considerations, but allowed a 40% increase, which was placed into effect by the utility. In June, 1984, GDU applied for increases in sewer plant capacity and main extension charges calculated at its 75% contribution level. In December, 1984, the County approved the new extension charges. In December., 1985, the utility filed for a sewer rate increase based on the 1982 test year rate case, and that's why they are here this evening. Commissioner Lyons was not sure that everyone understood what is meant by the 75% proportion for the impact fee, and'he felt the Board's intent should be explained. Chairman Scurlock explained that originally GDU had an impact fee which paid for rendering service plant capacity to each tap, and they basically recovered 50% of that plant capacity in the impact fee and 50% from the customer's rates. The County Commission's policy with their own utility is to put the burden of new growth on new growth, and we try to recover more money from the impact fee up front and less from the customer in their monthly charges. Therefore, when GDU came in for an increase we asked them to recover more out of their impact fee and less out of their monthly charge to their customers, which would have the effect of lightening the impact of the monthly bill on existing residents. Attorney Shandloff then presented a copy of present and proposed rates to be entered as Exhibit "C", and asked Mr. Wheeling if these are the proposed rates asked for tonight and if so, are these the same rates requested in 1983. Mr. Wheeling answered yes to both questions. Attorney Shandloff asked that Mr. Wheeling describe the sewer rate proposal and how it differs from the current rates. Mr. Wheeling explained that for a typical 5,000 gallon residential user, sewer rates would increase from $6.90 to $17.86, an increase of $10.96, or 159%. Additionally, fixed type charges have been split into a base facility charge designed to 4 recover fixed costs of operations incurred whether or not a customer uses the service during the month, and this will be reflected on the bill as a base facility charge. Chairman Scurlock wished to know their typical basic usage figure, and Mr. Wheeling stated that typically in the State of Florida, it is 4-5,000 gallons. Chairman Scurlock noted that, therefore, an average customer could expect to see a difference of $6.90 going to $17.86. Commissioner Wodtke asked if the $17.86 figure includes the base facility charge, and this was confirmed. Mr. Wheeling then reviewed the columns on a chart reflecting GDU's sewer operations based on 1982 operating results. He noted that the first column, which represents 1982 operating results in thousands of dollars for the GDU/Vero sewer operation, shows $50,000 in income and expenses of $176,000 for a net loss of $126,000. The second column shows that the rates requested tonight would give GDU $167,000 in income and $169,000 expense for a net loss of $2,000. Mr. Wheeling pointed out that this is based on 1982 expenses and emphasized that there are no profits for reimbursement of interest expense included in these rates. Commissioner Wodtke wished to know if their anticipation to derive revenue of $167,000was based on the number of customers in 1982, and if so, how many customers there were in 1982. Mr. Wheeling confirmed it was based on the 1982 customers, at which time there were 893 connections; in 1985, there are 987 connections. Commissioner Wodtke asked if the average usage is still 5,000 gallons, and Mr. Wheeling advised that they have not performed a billing analysis for 1985, but they have taken a look and done some pro forma analysis on the effect of these proposed rates and it shows, because of higher expenses and plant additions, GDU,would lose money even at the higher rates. Commissioner Wodtke asked if this would be true even after considering the 1984 increase in impact fees, main extension 5 6R 19 1986 Book 6 FBF 30 L- MAR 19 -1986 Boa 6 3 r,�,r .9 5 1 charges, and different capitalization, and Mr. Wheeling stated it would. Attorney Shandloff asked what improvements have been made to the sewer system since 1982, and Mr. Wheeling advised that additions totaling more than two million dollars have been made to the wastewater treatment plant and improvements have also been made to the perc ponds. Attorney Shandloff asked if the rates would be higher if GDU based their rate increase on the current facilities with the provision for a fair rate of return, and Mr. Wheeling stated that they would. Attorney Shandloff advised that he would ask Mr. Morris to explain the facilities that were put in, but stressed that none of those are included in this request. He then had Mr. Wheeling identify the GDU Service Availability and Main Extension Policy, which was approved in 1984 and which is currently in effect, and entered same into the record as Exhibit "D". Attorney Shandloff asked Mr. Wheeling what the above shows re rates, and Mr. Wheeling stated that it shows sewer connection charges calculated based on a 75% contribution level as directed by the Indian River County Commission. Attorney Shandloff asked Mr. Wheeling if the numbers shown are true and accurate to the best of his belief, and Mr. Wheeling confirmed that they are. Curtis Morris, business address -901 Pruynville Rd., Port St. Lucie, came before the Board, acknowledged that he had been sworn in, and stated that he is Division Director for General Development Utilities in their Port St. Lucie, Vero Shores, Vero Highlands, and Silver Spring Shores Division in Ocala, and his responsibilities are to manage the day to day activities of the water and sewer facilities in those divisions. Mr. Morris cited his qualifications of approximately 20 years experience in the water and wastewater field for which he is licensed by the State of Fl-orida. 6 Attorney Shandloff asked Mr. Morris if GDU is in compliance with all state water and wastewater standards, and he confirmed that they are. The Attorney then asked that he describe the wastewater facilities as they existed during the 1982 test year and as they currently exist. Mr. Morris reported that the wastewater facilities that existed during 1982 consisted of a 250,000 gallon activated sludge package plant with effluent being disposed of through percolation ponds. The collection system is pretty much the same today as it was in 1982 with the exception of three lift stations that were modified in 1983 and 1984. The collection system consists of approximately 4 miles of force mains, 13 miles of gravity collection system, and 8 lift stations. In 1982 there were 893 connections served_by the facility. In 1984 additions to the perc ponds were constructed and construction also begun on the new treatment facility that was finished in 1985. The new facility existing today has the capability of treating 850,000 gallons of sewage, and it was placed in service in August, 1985. Chairman Scurlock inquired if they are asking the existing rate payer to pay for capacity reserved for future growth. Mr. Wheeling answered that they are not; they have kept all the capital costs for the new sewer plant out of this particular rate base, and if they did include the plant, it would be just at the used and useful amount, or about half of the plant. Attorney Shandloff informed the Board that GDU has now presented its case and will be glad to answer any questions. Chairman Scurlock reserved the right to ask questions later on, and asked staff to make their comments at this point. He believed one of the specific questions we need to address is whether existing customers are being asked to pay for plant capacity that is being reserved for the future. Attorney Vitunac swore in members of the County staff who might testify - Utilities Director Pinto, Assistant Utilities Director Barton, and OMB Director Baird. 7 MAS rs BOOK �,� 9.52 � 6 BOOK 63 Fnut 953 Director Pinto confirmed that the improvements discussed by GDU were made after the test year of 1982 and that during our analysis re wastewater treatment, we determined that the plant in existence at that time was 100% used, and, in fact, the existing customers were exceeding its capacity. Director Pinto then referred to the 75% capture of capital through impact fees dis- cussed earlier and pointed out that will be a major,concern in a future rate case because that is capital money that is contribu- ted and it reduces the amount of money they can recover on the amount of investment they make. Commissioner Wodtke asked if there wasn't a moratorium on any additional construction at the time of the 1983 rate hearing because of the plant capacity, and Utilities Director Pinto confirmed there definitely was. Discussion continued re the fact that everything presented by GDU is based on the test year of 1982, and Utilities Director Pinto emphasized that we do not want future expense to be placed in the rate base. Chairman Scurlock asked when staff analyzed this, if they found any administrative expenses that were high, and Director Pinto stated that staff reviewed all expenses including salaries of personnel, and they were not out of line. Assistant Utilities Director Barton referred to his memo of March 19th: 8 TO: BOARD OF COUNTY COMMISSIONERS DATE: MARCH 19, 1986 THRU: TERRANCE G. PINTO P DIRECTOR, UTILITY SERVICES FROM: JEFFREY K. BARTON, ASSISTANT DZRECTOR, UTILITY SERVICES ���► JOE A.J. BAARD, DIRECTOR OMB SUBJECT: COMMENTS ON GDU SEWER RATE INCREASE General Development Utilities has filed an application for an increase in rates. The increase requested is for the difference of the rates approved at the Public Hearing of November 9, 1983 and the rate which was requested at that time. At that time the staff comments were that the rate request was justified. approved. (Memo attached dated November 8, 1983). The sewer rate approved at the Public Hearing of November 9, 1983 was $1.00 Base Facility plus $1.18/1,000 gallons to a maximum of 10,000 gallons (this increase was from a flat charge of $6.00/month). General Development Utilities are using the same 1982 Test Year in requesting the balance of the rate increase which does not include any capital expenses that GDU has spent since 1982. Included are the following: 1) Chart showing the current and proposed sewer charges. 2) Copy of GDU main extension and service availability policy including current impact fees da -ted July 24, 1984 and filed with County Utilities. 3) Customer Complaint Action Log. Staff recommends the requested rate increase. GDU SEWER RATE COMPARISON Gallons used Current Rate Proposed Ratee Base Facility (Zero Gal's) $1.00 8.46 1,000 2.18 10.34 2,000 3.36 12.22 3,000 4.54 14.10 4,000 5.72 15.98 5,000 6.90 17.86 6,000 8.08 19.74 7,000 9.26 21.62 8,000 10.44 23.50 9,000 11.62 25.38 10,000 12.80 Max 27.26 Max 9 MAR 10 1986 Uilu I Ata 95 MAR IS 1966 BOOK 63 rtjE 9,55 General Development Utilities. Inc. +�++SOUT►+BA33'31 YS"OREDRIVE 1305 ]SO•t33� M+AM.. FL July 24, 1984 Honorable Don C. Scurlock, Jr. - Chairman Indian River County Commission 1840 - 25 Street Vero Beach, FL 32960 Re: Request for Public Hearing pertaining to the General Development Utilities, Inc. Service Availability and Main Fxtension Policy for Vero Beach Highlands and Vero Shores Water and Sewer Division Dear Mr. Scurlock: Pursuant to Section 17, of a Resolution dated April 5, 1960, filed for record on April 17, 1964, titled "General Development Utilities, Inc. Water and Sewer Franchise" as amended, General Development Utilities, Inc. hereby gives notice that the Company deems it necessary to amend its Main Extension and Service Availability policy for its Water and Sewer Division for Vero Beach Highlands and Vero Shores. The present charges for plant capacity, main extension charges and meter connection charges and those proposed are reflected below. Water Plant Capacity Line Extension Impact Fee Meter Connection (3/41#) Meter Connection (1") Meter Connection (1�11) Meter Connection (2") Present $ .50 per GPD $ 5.00 per Front Footage $100.00 $150.00 $250.00 $300.00 Provosed $ 1.58 per GPD $ 6.51 per Front Footage $388.00 per ERU $150.00 $200.00 $300.00 $400.00 Sewer Present Proposed Plant Capacity $ .75 per GPA S 2.48 per GPD Line Extension $ 12.00 per Front $ 15.77 per Front Footage Footage The effect on a single family residential unit with a 5/8" x 3/4" Water Meter and PO feet fronting on the water and sewer mains, for example, is as follows: Present Proposed Water $ 675.00 $1,399.00 Sewer $1,222.50 $1,758.00 These charges are non-recurring charges to be paid once by each new customer at time of connection. A document entitled "Service Availability and Main Extension Policy" has been submitted to Mr. Terry Pinto Utilities Director, for his review and will be submitted by him to the County Commission prior to the public hearing. I am enclosing a copy for your information and use with the changes underlined with present and proposed rates high- lighted. We request that Section 14 of the original franchise resolution as amended be further amended to include the proposed increased charges and that the policy set forth in the aforementioned document be made a part of the franchise granted to General Development Utilities, Inc. by the Board. Ten copies of the application are submitted with the original for distribution to the other County Commissioners, the County Attorney, the County Administrator, County Clerk and Utilities Director. If you have any questions, please advise. Sincerely, 1 /` � / 1 GENERAL DEVELOPMENT UTILITIES, INC. Nancy,H. Roen Corporate Counsel A.,= CUSTOMER COMMUNICATION ACTION LOG COFFEE, JIM Complaint - Poor quality water. Response - Flushed lines. DAVENPORT, WILLIAM Complaint - Water quality poor. Hydrant needed replacing. Response - Flushed hydrant. Hydrant repaired. HINZMAN, TERRY Complaint - Water quality terrible. Response - Contacted customer. Flushed line and hot water tank. OPALKA, STANLEY Complaint - Rusty Water. Response - Problem caused by galvanized service line on customer's property. Advised customer to replace line from meter to house to eliminate problem. PEIL, WILMER & SHIRLEY Complaint - Water quality bad. Response - Contacted customer. Flushed water heater. RANCOR, FRED Complaint - Quality of water terrible. Response - Message left. Re -contacted customer, flushed water heater. SAMMARTANO, ANTHONY Complaint Response WILLIAMSON, MARY Complaint Response WRIGHT, HELEN Complaint Response - Quality of water poor - yellow. - Flushed lines - contacted customer. Collected samples for bactee analyses. Test results negative. - Low pressure. - Replaced old galvanized service line from main to service line. - Water taste terrible. - Flushed lines. CUSTOMER COI-TLAINT ACTION LOG 11 MAR 19 1986 BOOK 6 3F, � 6 MAR 19 1986 �oK 97 Assistant Director Barton noted in that at the prior hearing, the Board authorized a 40% increase in rates. Prior to that, the average household was paying a flat fee of $6.00 a month for sewer. The authorized rate at the time of that public hearing was a two part rate - a base facility charge of $1.00 a month and 1.18 per thousand gallons, and that is where we are today. The proposed rate has a base facility charge of $8.46 plus $1.88 per thousand gallons. At the request of the Chairman, Director Barton then proceeded to review the chart on the GDU sewer rate comparison, pointing out that in the past i'f you were an absent owner, you would be rendered a bill for $1.00, and under the proposed rates, you would receive a bill for $8.46, which is the base facility charge. He explained that the base facility charge represents the utility's current fixed expenses spread over the entire customer base - their fixed cost of operation. Chairman Scurlock further clarified that it represents the capacity they have sitting there reserved for each customer and the cost to operate the system while that customer is gone. Assistant Director Barton stressed that 1982 is the base year; any improvements since that test year are not included in the capital amounts they have invested in the utility; and GDU is not asking for a rate of return on those subsequent additions. Chairman Scurlock asked if the fact that we have increased the impact fee percentage would help mitigate future rate in- creases caused by new growth. Assistant Director Barton stated it would affect rate years after 1984 when the impact fee was imposed. He confirmed that as people pay to connect onto the system, whatever they pay, whether it is called contribution in aid of construction or impact fee, reduces the utility's carrying value and accordingly, reduces their investment by whatever is paid. Commissioner Bird asked if staff in analyzing GDU's figures and expenses found anything out of line relative to a system of 12 this type and size, and Assistant Director Barton stated that they did not find anything out of line in 1982 and still do not. Commissioner Wodtke wished to know if staff was able to separate the cost for the water operation, and Assistant Director Barton advised that GDU did provide the actual cost of operating each system. Chairman Scurlock asked if staff checked for any possible duplication, and Assistant Director Barton noted that staff did not go into their actual books. Commissioner Wodtke addressed the average usage figure of 5,000 gallons, and Mr. Wheeling stated that in 1982, the usage was slightly higher than 5,000, but he used the 5,000 gallon number because Mr. Morris indicated that usage has gone down subsequent to 1982. Assistant Director Barton confirmed that this is in line with what we are experiencing with our system. Commissioner Bird inquired about GDU's ability to come back and request another rate increase after we taken action tonight. Assistant Director Barton advised that they can do it at any time, but they would have to bring their operating expenses, etc., up to date and use a different test year. Mr. Wheeling informed the Board that GDU has no intention of filing another rate case in 1986 in the sewer area if they receive the full rate increase tonight. Chairman Scurlock opened the floor to the public and asked anyone who wished to give any testimony to stand up and be sworn in. About thirteen people stood up and were sworn in by Attorney Vitunac. William Davenport, Sr., representing the Vero Shores Homeowners, came before the Board and confirmed that he was under oath. Notice of the public hearing with attached letter and newspaper article was submitted for the record and marked Exhibit "A" Public. Mr. Davenport asked the GDU people if they have a utility franchise with the county, and if so, when was it issued. 13 MAR 10 1966 Bou 63 in'A'15YS L MAR9 198 �� 1 � B00lf �� PAGE 959 Attorney Shandloff believed the original franchise was dated 1961, and it is a 30 year franchise, which would take it to 1991. Mr. Davenport asked if GDU has any intention of surrendering that facility to the county at the end of the franchise. Mr. Wheeling did not have any knowledge of what the company's intentions are at the end of the franchise. Mr. Davenport asked if the county is furnishing a pipeline of water to General Development and whether GDU will be buying treated water from the county and selling it to Vero Shores. Attorney Shandloff agreed that they will do so, and stated that he wished Mr. Wheeling to clarify another point. Mr. Wheeling explained that while GDU will not ask for a sewer rate increase in 1986, they will ask for a pass through of the differential between their rates and the County rates after they are connected to the county. Chairman Scurlock pointed out that we are not talking about water tonight, but Mr. Davenport believed water and sewer go hand in glove. Allen Reynolds, civic liaison officer for Vero Shores, acknowledged that he was under oath. He advised that he is a small contractor and he does believe developers should pay impact fees. Mr. Reynolds stated that his family consists of two persons; their water usage runs about 5-6,000 gallons a month; and he believed the average runs higher than stated. Chairman Scurlock noted that the breakdown indicated that the average was higher than 5,000 gallons in 1982. Mr. Reynolds stated that being a contractor, he saw a lot of construction by GDU in 1982; so, he felt that 1982 being a test year is a little bit out of context and could sway their figures to look better. The Chairman pointed out that if GDU went to a later test year, such as 1984, they would be able to include additional new capital of almost 2 million, which would inflate the increase, 14 i � r and also the rate of return on that obviously would be higher; therefore, he felt Mr. Reynolds' statement was incorrect. Mr. Reynolds believed inflation rates are coming down, and this is a private company whose proposed sewer rates are higher than the city's and close to those of the county. He felt that a private company can do things much cheaper than the government, and he wished to make the point that a private company's costs should be much lower than what they are showing. Mr. Reynolds then read into the record the letter which is a part of Exhibit "A" Public entered into the record earlier, as follows: % Board of Indian :aver County Commissioners County Administration Building 1840 25th Street Vero Beach, FL 32960 Vero Shores Homeowners' Ass c/o Allen Reynolds Civic Liasion. Officer 473 22nd Place SE Vero Beach, FL 32962 March 17, 1986 Dear County Commissioners, (The following statement is in rebuards to the request of General Development Utilities for a sewer rate increase for Vero Beach Highlands and Vero Shores :Dater and Sewer Division. It is scheduled for your con- sideration ":arch 19, 1986 at 7:30 PM.) 0The Vero Shores .jomeowners Association claims that General Develop- ment is a land developer "first, last and always". And that General De- velopment uses their utility franchise to assist in financing its' new construction and land development. The 1982 operating costs that General Eevelopment ;tilities uses as a basis for their proposed rate increase happens to be the same period of time General Developw�unt, the land devel- oper, built several hundred homes in the Vero Beach `iighlands. And.guess what? Their operating costs soared. Gereral Develop::ient is now using Lhese 1982 out of context costs to justify a 2u0 o �uewerare rate .increase per 5000 gallion water usage. General Development is a land developer with :More then 30 years ex- periance in betting things its' way by deliberatly desi,-,niag manQuvcrs to gain every advantage. The Vero Shores Homeowners' Association believes General Developtaent Ut-ilitics failed to penalize General Dev.elopment "the aeveloper" when they built a tre,­,iendous number of homes in the early 19801s. General Develop- ment in a conflict of interest, is using -1962 statistics to back their claim for such an exorbitant rate increase in a time now of near zero in- flation. Finally, common sense should tell us a long established private com- pany should be able to provide its' customers with water and sewer costs much lower than any city or county oovernm::ut utility could provide. The 15 BOOK 63 N, ";E -9 0 B00!( 63 FHGE Vero Shores Homeowners' Association also believes General Devdiopmeut is really using its' utility franchise for its' further economic r0al estate ;ain and it should real.Ly be contributing fur the privilege; and not be try- ing to increase its' customers water.and sewer rates. General Development had profits of ;;22.6 --aillion in 1965 equal to ::,3.'D1 per scare. .:c of the Aero Beach Association reccowmend the.County Com- ffissioaeDsD� a raise :increase without any further consideration. Respectfully, Alort' Reynolds, ;,ivic Llaslon ' 'ficcr Allia, Davenport Sr, = e Mr. Murphy stated that his main concern is the 159% in- crease. He still doesn't know where they get that figure because if you divide $6.90 into $17.86, you get 258%, and if you divide the original $1.00 base facility charge, you get 846%, which is another unrealistic figure. Attorney Shandloff explained that you have to subtract what the current rate is from what the new rate would be and then divide that by the current rate in order to get your rate of increase, and Commissioner Wodtke agreed that it is similar to markup on cost or markup on retail. Debate continued re mark up, percentages, etc., and Chairman Scurlock noted that percentages can be computed in a lot of different ways, which is why we had staff prepare a chart setting out just what the users will be paying for specific gallonages. Attorney Vitunac asked Mr. Murphy if he had any problem with his sewer service, and he did not complain of any. Daniel Fourmont, 900 5th Ave., SE, acknowledged that he had been sworn in. He emphasized that the proposed increase would be the third increase in seven years. Mr. Fourmont stated that in 1979 they were paying $3.71 for a typical usage of 5,000 gallons; in 1980 this went up to $6-.00, an increase of 62%; and in 1984, it increased to $6.94, another 15%. The proposed increase from $6.90 to $17.86 would be 159% and from the original charge of $3.71, that is an increase of 381%. Attorney Vitunac advised that neither the number of increases given in the past nor the percentages from some former rate are legally relevant, and it therefore, is a waste of time dealing with percentages based on some former figure. Chairman Scurlock wished the public to be aware that the County Commission has chosen to regulate the utilities in our county rather than let the Public Service Commission do it. We still have certain laws we must abide by, however, and that is why we are having this very formal procedure with a court reporter, sworn in testimony, etc. 17 MAR 19 1986 BOOK �� r;�UE 969 MAR 19 1986 BOOK 63RA UL Commissioner Lyons further noted that tonight we are looking at something that has bothered this Commission for a number of the years, which is that many of the developers in the past used water and sewer rates as a loss leader to make it palatable to come live in their subdivision. As a consequence, you finally come to the day of reckoning when you have to face the cost of doing this business and charge rates accordingly. Now when we have a new franchise, the Commission tries to assure the rates charged are as near realistic as possible so we don't have this kind of situation where you suddenly go from imagination to reality and it is really tough. Robert Rathbun, Vero Shores resident, acknowledged that he had.been sworn in. He believed a comment was made by staff that the base facility charge was intended to cover basically fixed expenses consisting of depreciation. Mr. Wheeling advised that the largest dollar amounts in the base facility charge are for depreciation, property taxes and billing of customer accounts. These are continuing expenses. Mr. Rathbun continued to question the figures re depreciation and stated that he was trying to determine what proportion of the base facility charge is truly fixed and how much is variable. He pointed out that we are looking at a differential in the base facility charge, which has gone from $1.00 to $8.46. This increase is covering an expense which GDU has indicated is fixed in nature. He, therefore, found it perplexing that there can be an 8 -fold increase in an element designed to cover a fixed expense which would not be expected to vary over a period of time, and he wished to know if there is something he did not understand about that original $1.00. Director Pinto explained that what happened is that in the rate case presented in 1983 when the Board gave an order for a 40% increase, the base facility charge was fixed at $1.00, not based on anything, but just to establish the methodology. 18 � r � W r Attorney Vitunac further noted that the base facility charge is a charge that doesn't change just because a customer discon- nects and goes north for the summer, but that doesn't mean it stays the same year to year. Director Pinto explained that what the County Commission is charged with approving on a rate increase is not a specific breakdown of rates, but a revenue requirement to operate the utility, which in this case is $169,000. He clarified that a utility comes in and says we need "X" amount of dollars to operate; the Board then determines whether or not those are legitimate expenses; and if it is determined that they are, these expenses are then distributed in some fashion through ratemaking. Director Pinto noted that the Board had some influence on how these costs were distributed in telling GDU we would like to see a fixed portion of the bill in a base facility charge so that the customer who is there for 12 months a year does not pay the burden of all the fixed cost of facility that is there for the availability being reserved for the person who is away on vacation. Albert Visca, resident of Vero Shores for thirteen years, acknowledged that he had been sworn in and stated that on Feb. 4th he received a bill of $21.29 for 11,000 gallons plus a charge of $12.80, or $33.09, and if you divide that by 11,000, he pays $3.30 per thousand gallons for water. He wished to know what his bill will be if GDU gets the raise. Chairman Scurlock pointed out that today we are only talking about wastewater, not water; so, it would be related back to a cap of 10,000 gallons, which is the maximum gallonage charged for on sewer. Therefore, according to the chart, , the charge would be $27.26 for 11,000 gallons sewer. Mr. Visca stated that his sewer bill would run higher than what he uses for the whole house and wanted to know why they 19 MAR 19 1996 gal F E 9 6 4 I MAR 19 196 BOOK 63 PA-- 965 advertise that the bill is according to the amount of water going through your meter. Chairman Scurlock explained there is a 10,000 gallon cap on sewer usage because they figure anything over that amount probably would be for outside irrigation, etc. and not for domestic use. Commissioner Wodtke asked if Mr. Visca uses much water on his lawn. Mr. Visca stated that this month he used it twice, and he could not understand why they say he will pay $1.88 per thousand gallons when he is paying $3.30. Assistant Director Barton believed that Mr. Visca is adding the charges for his water and sewer together and offered to explain this to him. Attorney Shandloff advised that company representative, Peter Welch, is present and will be glad to help anyone resolve any questions about billing. Richard Barton, Vero Shores, wished to know whether all this business of the income requested based on costs, etc., is based on the local utility here or on all of the GDU facilities. Mr. Wheeling stated that it is based primarily on the test year 1982 for the Vero Beach Highlands facility with some G&A expenses included. Chairman Scurlock explained that this is a separate rate case which stands on its own merit. Some G&A costs were allocated back to this utility, and he felt sure our staff has analyzed any G&A charges to be sure they not out of line. Director Pinto confirmed that when staff analyzed the G&A charges, only costs related directly to Indian River County were allowed to be included. Staff even went to the point where some employees shared with the Port St. Lucie facility were propor- tioned out to the exact amount of time they spent in Indian River County. He asked if Mr. Barton had any complaint with the sewer system, and Mr. Barton did not. 20 L� Chairman Scurlock asked if anyone has had problems with the sewer system. Mrs. Perez, Vero Shores, stated that she had a problem with sewer odors, and there are times she has had to close their bathroom door. The Chairman asked if she had placed a complaint, and Mrs. Perez said that she had not. Fred Rankel, 2044 5th Ct., acknowledged that he had been sworn in and wished to state for the record that there was no moratorium on building in 1982; he felt it was 1976. He stated that there are just two in his family and they use an average of 4-5,000 gallons for personal use winter and summer, but he has to sprinkle his lawn, and he did not feel they should pay sewerage rates for water that is put on the lawn. He knew the County does this, but that doesn't make it right. Chairman Scurlock noted that they don't have a separate meter for irrigation, and further noted that he personally had a well dug for that purpose. People in the audience stated they can't dig wells because of the salt water intrusion. Commissioner Wodtke asked if there is any option in the Vero Shores area to have a separate meter for the house and for the irrigation system. Mr. Morris agreed it is a possibility, but stated that he could not speak for management. He felt it certainly could be accomplished through an additional line as long as the costs were reimbursed, but there would be two base facility charges so there might not be any advantage. Commissioner Lyons believed it will be found that the utility does not expect to treat all the water delivered to a house and that the rates are based on an experience factor. Director Pinto pointed out that this again is where you have to understand what the company is asking for in their rate hearing. It costs a specific amount of money to operate the 21 MAR 10 1986 BOOK 3 D0.+` E �� rp,-- MAR 19 1986 BOOK 63 P°;E 9 plant. They are predicting they are going to sell a certain number of gallons, and based on that, they establish a rate per thousand gallons. If you install meters on gallons used for irrigation and it reduces the amount of flow sold for sewerage, the cost per thousand gallons will increase to match the costs needed to operate the system. That is why most utilities nationally have a 10-12,000 gallon cap. Chairman Scurlock confirmed that if you decrease revenue in one area, you have to have an increase in revenue to meet that revenue requirement somewhere else. Mr. Rankel felt it is just a way of collecting more money. He informed that Board that he formerly lived in Long Island where they had a very large treatment plant and there he only paid $100 a year for sewer. Chairman Scurlock believed the Long Island plant is a public facility and most likely subsidized by ad valorem taxes. Mr. Rankel stated it was not subsidized by anybody. When they put the sewer in, it cost the people; it cost him $2,500 to hook up. It also cost him when he hooked up to this sewer - he had to pay around $750, or more, and he did not feel all those $750's that the residents paid are showing up in the income. Chairman Scurlock assured him that these fees were included and are a part of the rate case; every time someone purchases a home under the present rate structure, they pay for 750 of that capital GDU can't.recover the depreciation on. Mr. Rankel asked whether General Development pays this fee when they build a home or whether it is paid when the home is sold. Mr. Morris stated that the company pays -the same fee any developer does. He did not know exactly when they pay it in the Vero Highlands area, but in Port St. Lucie it is paid at approxi- mately the stucco stage of construction and before the C.O. Mr. Rankel noted that the same workers work both on water and sewer, and wished to know if their salaries are separated. 22 l r Mr. Morris agreed that the employees used in Vero Shores do work on both the sewer and water systems and this is kept separate through charge numbers which identify whether it is a water and sewer project; records are kept on a daily basis; and their salaries are drawn against the particular project. Director Pinto again confirmed that staff has looked at that aspect. In regard to the Long Island sewage treatment plant referred to, he believed it probably was as much as 90% federally funded which leaves the capital cost that much less to cover, and in that case, the charge to the customer actually is higher than it is here. At this point Attorney Shandloff wished to clear up a point, even though this is a sewer case and water to water someone's lawn is being discussed. He referred to Page 90 of the transcript from the last rate hearing wherein former County Attorney Brandenburg was quoted as saying: "You can use your own well, of course, for irrigation purposes." Mr. Davenport wished to summarize the position of the homeowners of Vero Shores, but commented on the absence of the Vero Highlands people. A lady from the audience interjected that people were present from the Highlands, and Chairman Scurlock confirmed that notices were sent out to them and there was a legal ad. Mr. Davenport believed the notice sent was regarded as a glossy throw -away section of the bill. He did agree there was a legal ad, but no further publicity. Mr. Davenport continued that it appears from the case presented by General Development that they have trebled the sewerage capacity at their present plant. He then referred to a copy of an article from The Miami Herald submitted earlier as part of Exhibit "A" Public, as follows: 23 BOOK 63 P,1Iu 968 MAS 1 S' Bou 3 F u,c 969 uesday, March 18,1986 The Miami Herald SectionD r� ru ing Jud.cre. s P.allid Aft"*.' .. O O 0 -Y 3y MARY JO TIERNEY farad staff writer PORT ST. LUCIE — Circuit Judge Philip Nourse's ruling that come. mandatory water hookups, .ip Port St.,.Wcte.,.Wete Illegal . ,ould affect General Developmeat Uiiutj� s' . plag$ for future ' !xpansion, officials said Monday. The ruling also could affect ether municipalities that want to `" Sl away said there was no tet up a centralized water ser- Florida law on the Issue. so rice. Nourse's ruling could set a "This could have far-reaching precedent. effects:" said attorney Ernie Both St. Lucie County and the Rdaway. who represented the Fort Pierce Utilities Authority 31ne Port St. Lucie residents who have discussed establishing a, sued Port St. Lucie for trying to ' centralized water syetent ' with, • !orce them to hookup to GDU's mandatory' hookups 'for those water system when,they slrealtly with homes and business where sad Individual wells. • ::gin the service •wasavailable. . • .••.:L In his ruling issued last week,. "This (Nourse's rulingl • is 4ourse said that the city's law on ` something we may be consider- uandatory hookups was not a ng down the road," Fort Pierce 'valid exercise., of. the city's Jtilities Director Harry Schiulte- police power."' but was "a tette Bald: 3eavy-handed. unreasonable ef• In the past two years, Port St. tort to promote the economic .ucle had forced more than 300 welfare of General Developm nt"• someowners. who already had. Utilities.,, t••. ! wells, to hook up with GDU's ' Assistant City •Attorney Roger .ystem, charging them an aver- Urr said that the City Council ige of $800 each just ln,lnitlal will have to decide whether to tookup fees. appeal Nourse's ruling. : • Curtis ..Morris, GDU Qlvislon The law 'was"enacted"141110 nanager, said Nourse's ruling , • early 1960s because it was not ould affect the company's long - "economically feasible!' for GDU ange plans for water system to extend Its water lines unless Zpansion. the mandatory b"Itops vrere In, , effect, he said. Orr said the city had been working toward a centralized water system because It wanted to assure that residents would . have safe. potable water. But Sidaway * a former assist- ant Port St. Lucie attorney, said that It was not Port St. Lucie's responsibility to assure a safe water supply. He said the county health department can monitor wells. just as it does city water system. Over the years. he said that General Development Corp.. which owns GDU. had an "inor- dinate influence" over city offi. cials. "It's been a compa� - for a long time; •.. It's Si4O�Y said. •:4 �7 ' •General •Develgpry,�enT� Earns' -$22.'6 Milli- eneral Develop 10 it?`'Corp:'']'i vA -"��a•,3r;z1�R����Ir:@gB.t�'�+����bi7i%rihYr:;".` lion, or $3.01 a share, for the:year ended Dec. 31;1985. ' • - Results for the year rgflect a non- - ,recurring• .$2. 41MtlltoiiN te441i3 chargg ($.1$ per share) on the.dis-f, =w iositlOn` of •the`il ripany1i;*tiVgOl�`* •F ' John • utility:. systerp Apr:t6f =first 5 .quarter of 1935. .• a y::•c ;:►, .. _ ..;..QEF, ••�••beR'3Fa+'�a'"�ty%��Ptj�i i In 1984, the company earned#;; $22.9 million or $3.05 per share.',:,'.`i Total"1985 revenues were $346.6"� 'million compared with $335,7 mIl- `i :. lion for the full year 190.,, y ;• J .-;iP•�:rti%•••ry•``�:r;:,Ri•sM�„i''•i ..: •.4.':l;rc;!�1"�•�:1•�+�,7'•. 'Strong performances were re ported in all of the operating divi. ,• sions. Hr wesite sales were the highest In history,'totaling $156.5; millton.,.a.14•.p 994t_ i09 0 'e'ver t=~t'Y�':�<$137:8'�miilIQ�'ii►�i$�5���4t$biig�� sales were .$138.8's..'adIllon,: com- pared with $153.1'fid lloie In'the same period a year earlier, a.9 per- cent:decrease• . : -;; . ':' ; •G ;1: , s y �. 1".t'Ti .a F''� �' M15'� �1 y''4• ' Mr. Davenport emphasized that General Development's earnings for 1985 were 22.6 million dollars. Chairman Scurlock asked if that is the development company OW or the utility, and Mr. Davenport stated it is the development company and it reflects the fact that they are going to continue to make a profit for their stockholders. He noted that Port St. Lucie's utility rates are higher so at least Vero Shores has something to be thankful for, but he felt it would appear from the scenario here tonight that this Commission has pretty well made up their minds. He stated that they look to Commission Wodtke as their representative, and these rates are gouging into them to pay for a facility General Development was going to have to provide for their customers anyhow. He noted that in 1991 GDU comes up for renewal of their franchise and wished to know when they first started 35 years ago, if the county had any such thing as a franchise or did they just say go ahead and now are they just saying go ahead? Commissioner Scurlock advised that the answer as to whether we are going to require a franchise is yes because that gives us a mechanism to make sure they require the necessary escrow monies, etc., to have an on-going system. In the past we have seen systems in the county that have failed and the developers have taken a hike, and we are not going to let that happen. Mr. Davenport stated -that General Development is not going to take a hike; they have it good, and if they do sell all their lots, they are going to need all this facility that the people are paying for now. He continued to speak about decreasing inflation and stated that today's market does not permit this kind of exorbitant request. The Board recessed at this point for a short period so that the court stenographer could change her tape. Mr. Davenport again took the floor and stated that he was informed during the break that objections to a rate increase should be predicated against the service a utility is giving, but prior to the requested increase, they increased the sewerage capacity from 250,000 gallons up to 850,000 gpd at the new plant so there probably is no cause for complaint. 25 BOOK 63 ucE 979 MAR 19 1986 r-- I MAR 1 S 198690oK F'GE971 Chairman Scurlock did not believe Mr. Davenport understood the fact that there is not a dime in these considerations associated with the expansion of the plant, and considerable discussion followed wherein it was explained that the original Imhoff plant installed in the late 60's was phased out in 1978, at which time the 250,000 gpd plant, which has since been modified, was constructed. Mr. Davenport asked how long we have been on line with the new 850,000 gallon plant, but Commissioner Lyons did not believe that was pertinent since it was later than 1982. Mr. Davenport believed it was pertinent since they don't have any complaints to attack this case because the new plant is already there, and they are going to have to pay for an old one they are not even using and which should have been amortized. Chairman Scurlock emphasized that statement is absolutely wrong. The expansion was of the existing 250,000 gpd plant, which was specifically designed to be expandable, and that plant is there, still receiving flow, and still treating. Mr. Davenport felt the rates are expandable also, and Chairman Scurlock could not believe that anyone who ever operated a business or was employed didn't ever hope or expect that their salary would go up or that their business would have additional increases to meet additional expenses. That is a fact of the business world. The Chairman stated that there was absolutely no question in his mind that the staff has demonstrated that the rate case has been justified, and he therefore, intended to vote for the increase. Mr. Davenport reiterated that what he learned during the break is that if the people don't complain about the service, they cannot effectively fight this rate case. Chairman Scurlock confirmed that inadequate service is one basis to fight the rate case, and the homeowners also can pay an outside accountant to attack the figures submitted by GDU if they 26 desire; although the county already has paid our professional staff - Mr. Pinto and three accountants - to analyze this. A man from the audience believed that the County put up $5,000 in the Moorings rate case to have an outside agency look over the problems they had there, and Mr. Davenport felt the county should offer them help as well. The Chairman pointed out that our utility staff is available at any time to answer any questions the people may have, and he believed some did come in and ask questions. Director Pinto addressed the comment that the County put up $5,000 in The Moorings case and explained that if the Commission does order an outside consultant to come in and make a study, that becomes part of the rate case cost and the users of the - specific system will pay for that expense. In this case, he felt confident that not only was staff competent but that their analysis was in depth enough that it would not be necessary to incur the extra expense. Director Pinto further emphasized that staff cannot make a recommendation to the Commission that is wrong and liable to end up in court. He noted that there have been occasions where staff has advised the Commission not to grant an increase, and he would very much like to be able to do so now, but the numbers just don't justify it. When this same applicant requested an increase before, it was not the numbers but the quality of service that held up the increase. Mr. Davenport did not believe the Board will receive any complaints about sewer service because of the new facility but stated he could complain about water quality. The Chairman noted that will be considered when a rate case on water is presented. Mr. Davenport wrapped up his presentation by saying Vero Shores emphatically asks this rate case be denied for all the reasons stated tonight. Attorney Vitunac swore in Oria Fletcher, 15 year resident of Vero Highlands, who also attended the last rate hearing. She 27 MAR 19 1986 BOOK 6 3 ca, UQ720 r-- I MAR 19 1986BOOK 6 P c 973 noted the Commission has stated developers deliberately set low rates to lure people to their development and wished to know if there is any way to prevent this. Chairman Scurlock advised that we now have a franchise agreement which identifies right up front what the rate structure will be and makes sure it is high rather than low because we don't enjoy going through a procedure such as tonight's. As to what was done back in the 50's and 601s, we have to work within the legal parameters we are given. Mrs. Fletcher felt it is apparent that the Commission already has decided the requested increase is justifiable; so, she did not see the purpose of everyone coming to this meeting and stating their feelings, which she felt is just a waste of time the same as the last hearing. Commissioner Lyons explained that it is possible some fact might be brought out at this meeting that has not been considered and we want to explore all possibilities, and Chairman Scurlock pointed out that the people have enjoyed two years of lower rates just because of that last hearing. Mrs. Fletcher asked what the people could possibly have brought up, and Commissioner Bird informed her that the Board had a hearing on a cablevision franchise in the North County where staff said the rates were justified. At that hearing the people bombarded us with complaints about poor service, outages, etc., and we did not grant the increase but instead put a lot of pressure on the company to improve their service. That same thing could have happened here tonight if the Board had heard the service was that bad. He stressed that governing these rates is not a pleasant activity for the Commission, but unfortunately we have a job and must work under the franchise law, which says the company is entitled to enough money to maintain and operate the system and also to receive a reasonable rate of return. 28 Mrs. Perez of Vero Shores noted that she complained about sewer odors, and she wanted to know if the Board members already had their minds made up when she made her complaint. Attorney Vitunac pointed out that when Mrs. Perez was asked if she had reported this problem to the company, she stated she had not, and it cannot be held against the utility company that they have not responded to a complaint that was not made. Mrs. Perez asked if the Board will hold up the increase until they have checked on her complaint, and Chairman Scurlock stated that one complaint out of the many customers would certainly not justify that. Attorney Vitunac swore in Ken Henry of Vero Highlands. Mr. Henry had a question re some units in the Highlands that are on septic tanks and wished to know if it now will be mandatory for new houses to go on the sewer system. Director Pinto advised that there are certain areas that were approved based on being served by a septic system, and there are certain areas that will have to make connections when they are developed to a certain percentage and lines are extended. When central sewer becomes available, it is state law that you have to connect. Most of -the new construction has been in the area that doesn't have central sewer. If multi -family is built, it will not have any option but will have to go on the system. Attorney Vitunac swore in Mrs. Cositore, who commented that she understood that the Board's "impartial" staff member who did the analysis, Mr. Pinto, formerly worked for General Development; so, she wished to know how he can be considered impartial. Director Pinto wished to reply to Mrs. Cositore. He pointed out that actually he had an advantage in making the analysis because he knew all the areas to look at, and he emphasized that he certainly did not feel any obligation to a former employer. Robert Cooper, resident of the Highlands, stated that he lives on the "raceway" in the Highlands. As to statements made re future growth, he felt this is not happening in the Highlands 29 MAR 19 1986 Box 6 Pt 974 GEAR 19 1986 Boa 63 PAUE975 and that it will be a long time in the future before it is a factor. The Chairman determined that no one else wished to be heard. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bowman, the Board unanimously closed the public hearing. Commissioner Lyons noted that he has had the analysis made by our staff; he has not heard anything new at this meeting that adds any further facts to the analysis; and as he understands the law on our franchises, it says we are required to give the franchise holder sufficient funds to run his business. Commissioner Bird reiterated that this is the hardest job the Commission has; he has both close relatives and friends who live in Vero Shores; and while he realized that to disregard the facts and deny the increase would make him very popular, unfortu- nately we are playing catch-up here. The county sewer rates, however, are higher than those being requested tonight so he did not feel we are picking on the users of this particular system. Chairman Scurlock again stressed that the power to regulate these rates could be transferred from this Board very easily. It would be much easier to let this all be handled by the Public Service Commission and just blame them, but the Commission, urged on by Commissioner Wodtke who felt local control was important, decided to keep on with this unpleasant task. Commissioner Wodtke stated that as a representative of the district in question, who is up for re-election this year, he will have no problem making a decision that is not a political decision. He pointed out that he must reach a decision based on the law, and the law says we cannot take the utility system and join it with their development system. He emphasized that these rates are a problem that arises now from the past, and also pointed out that the cost of these rate hearings is considerable. 30 Commissioner Wodtke felt that public hearings are extremely important and valuable, especially since he has not had any calls at all from anyone in the area in regard to this rate increase, and this hearing, therefore, is the first time he has had an opportunity to hear from those in the area. Since he has heard nothing, he would assume there was not any particular problem with the service. Commissioner Wodtke continued that we had a rate situation that came before the Board where, based on the quality of the water and the quality of service, we denied the increase. The legal ramification of that denial was that the utility went to court, and the judge after hearing much testimony did uphold the position of the Board of County Commission. The Court in their Stipulation, however, ordered the County to tell the company what they had to do to improve that service, and stated that when they did, we then had to give them a rate that would provide them an 11.2% return on every dollar invested - not zero percent. That company added into their investment $42,000 for legal, accounting and consultant fees for the court case and the rate case. Chairman Scurlock believed the state approved rate of return now is between 12.4% to 14.4%, and Commissioner Wodtke agreed the increase is tremendous. He assured those present, based on his 12 years of experience in dealing with similar cases, that the numbers presented are on the fixed costs, not any expansion, and he believed the problem is the magnitude of the increase that comes all at one time. Commissioner Wodtke asked if the Board felt there was some way we could phase in this increase. Attorney Vitunac stated that the Board would have to have a basis for finding that the full increase is not justified now. He asked if GDU would voluntarily go along with phasing in the increase, and Attorney Shandloff pointed out that the rates they asked for did not even give them a return. 31 MAR 19 1986 Boot{ 63 FA:,k-97 MAR 19 1966 BOOK 63 Fr,r 977 Mr. Wheeling estimated that the cost of the rate case this is around $4,000 as they tried to keep expenses down by filing the previous case and working in-house. Commissioner Wodtke continued to discuss phasing because of the size of the increase, and Director Pinto commented that he attended a seminar on rate making and learned the rest of the country has recognized what they call "rate shock." This is where the utility comes in with a very justified request, but from the social aspect, there is tremendous shock because of the percentage increase. Many regulatory authorities have taken it on themselves to fix what the increase will be in a reasonable amount over a period, ending up with the total amount that was requested, but all those cases involved companies receiving a substantial rate of return. Attorney Vitunac inquired if any court in Florida or rating agency has used "rate shock" in their deliberations, and Director Pinto believed the Public Utility Commission has recognized it. In this case, however, we have zero rate of return, and he did not believe any court would cause a company to collect less than its operating costs. Chairman Scurlock noted that if the Board had approved a higher percentage earlier, there would not be so much shock now, and Commissioner Bowman commented that one way to reduce the shock is for the people to reduce their consumption. Mr. Davenport wished to know over what period of time this new rate is going to last to bring this net loss down to zero - or is it forever? Director Pinto again explained that the rates are structured on the 1982 test year, and Commissioner Wodtke clarified Mr. Pinto is saying that GDU could come in tomorrow with a rate increase request based upon a test year of 1985, for instance, and we are dealing with something based on 1982. Four years have passed, their operating results could be tremendously increased, and we could be looking at the same thing again. 32 Attorney Shandloff believed GDU has stated that they would not be back for a sewer rate increase during this calendar year. Commissioner Bird stated that he would like to have found some way to phase in, but he believed our Attorney has indicated we cannot do it unless we can justify it based on fact. He, therefore, did not feel, under the law, we have any choice but to grant the requested increase which has been proven justifiable. MOTION WAS MADE by Commissioner Bird, SECONDED by Commissioner Lyons, to grant the rate increase requested by General Development Utilities based on the 1982 test year. Question arose re an effective date. Director Pinto discussed billing cycles and then stated that the new rates would be effective for consumption after the next meter reading, which is to be the third week in March or early April. Commissioner Wodtke continued to discuss the possibility of phasing in the increase. -He believed that GDU has the option of accepting the phasing, and if they did not wish to, they could go to the courts for relief. Chairman Scurlock noted that if GDU chose not to accept that option, we then would have to deal with court costs and legal fees, as well as whatever the judgment is, and Attorney Shandloff stated that they do feel they are entitled to everything they have asked for and that they have justified the increase. THE CHAIRMAN CALLED FOR THE QUESTION. It was voted on and carried 4 to 1 with Commissioner Wodtke voting in opposition. 33 MAR 19 1989 BOOK 6 3 P,.IJ. E i` MAR 19 1986 BOOK Fr',UE 979 There being no further business, on Motion duly made, seconded and carried, the Board adjourned at 10:20 o'clock P.M. ATTEST: Clerk 34 MI -Y W,42 - N - 2 5 %P�4 Chairman _I