HomeMy WebLinkAbout05/17/2005, C4 - AGREEMENT WITH HDR FOR UTILITY BILLING STUDY SERVICES council W6O D� May 17,2005
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CITY OF SAN LUIS OBISPO
FROM: John Moss, Director of Utilities
Prepared By: Sue Baasch, A istrative Analyst
SUBJECT: AGREEMENT WITH HDR FOR UTILITY BILLING STUDY SERVICES
CAO RECOMMENDATION
1. Approve contracting with HDR Engineering, Inc./Economic and Engineering Services, Inc.,
in association with Langham Consulting Services, in the amount of$74,631, for financial and
engineering services to evaluate the City's water and sewer rate policies and structures, and
options for remote meter reading systems and utility billing software support;and
2. Authorize the mayor to execute the agreement.
DISCUSSION
Contracting with HDR Engineering, Inc./Economic.and Engineering Services, Inc., (HDR/EES),
in association with Langham Consulting Services, Inc., (L,angham), for financial and engineering
services to evaluate the City's water and sewer rate policies and structures, and options for
remote meter reading systems and utility billing software support will cost $74,631, to be shared
by the water and sewer funds. This recommendation is the outcome of a competitive proposal
process that began when City Council authorized soliciting of proposals on December 7, 2004.
Five proposals werereceived in March, and following a paper screening, interviews were held
with two firms in April. The interview team, composed of staff from Administration, Finance
and Utilities, is recommending the HDR/EES and Langham team, to perform the proposed work.
HDR Engineering, Inc., performing engineering and financial services, will work in association
with Langham Consulting Services, who will provide the utility billing and customer service
information analysis. HDR Engineering has offices across the United States, but the team
members performing the work for the City will come from Bellevue, Washington, and Oakland,
California. The strengths of this team are several`. (1) recent completion of a comprehensive
study of similar issues for the City of Boulder, Colorado; (2) excellent understanding of the
policy issues associated with rate structure setting; (3) experienced and knowledgeable staff
assigned to each of the three key focus areas of the requested study: rate structure, automated
meter reading, and utility billing software support.
Background
For nearly a year, a committee of utilities and finance representatives has been investigating
options for improving customer service, and cost and productivity efficiencies in water and sewer
billing practices and policies. While this has always been a key ethic for utilities and finance
staff, it became even more important when the recent water and sewer fund analyses identified
Agreement with HDR/EES and Lang ham for Utility Billing Study Services Page 2
several years of significant rate increases. Staff felt that it was very important to take a
comprehensive look to ensure that our rate structures and billing practices clearly reflected the
community's and Council's vision.
Council will receive the annual update to the water and sewer fund analyses on June 2, 2005.
Significant rate increases are on the horizon for both funds. The water fund must be positioned
to pay for Nacimiento water by 201.1. The sewer fund must continue to pay $2.1 million a year
in debt service for regulatory upgrades from the early 90's as well as prepare for replacing the
Tank Farm lift station and future regulatory upgrades of the Reclamation Facility, which could
potentially come as soon as 2007-08.
Proposal Process
1. Council Authorizes soliciting of proposals for Engineering and Financial services. December 7,2004
Request for Proposals released. February 7,2005
Pre-Proposal Teleconference March 1,2005
Five Proposals received. March 24,2005
City team interviews two finalists. Aril 13,2005
2. Work projected to bei . May—June 2005
3. Study session with Council,regarding rate structure goals. July 2005
4. Council meeting to adopt new rate structures September 2005
5. Council meeting to review final report,discuss and approve recommended
modifications and implementation strategy for any modifications to billing November 2005
frequency,Meter reading systems,and/or utility billing systems.
Additional information on the need for these services and the scope and content of services can
be found in the December 7, 2004, staff report recommending authorization to solicit proposals
(Attachment 2).
City Selection and Interview Team Members
Wendy George, Assistant City Administrative Officer
John Moss, Utilities Director
Bill Statler,Finance and Information Technology Director
Gary Henderson,Water Division Manager
Dave Hix, Wastewater Division Manager
Ron Munds, Conservation Coordinator
Jodi Polk, Customer Services Supervisor
FISCAL IMPACT
The water and sewer funds will share the $74,631 cost ($37;316 each), using available funding
from general carryover and current savings in the water and wastewater administration operating
budgets.
At the time Council authorized the request for proposals, Council approved a budget of$47,500
for these services, based on staff s best estimate of the cost for this type of study. Staff received
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Agreement with HDR/EES and Langham for Utility Billing Study Services Page 3
several inquiries during the proposal process about the adequacy of the budget given the scope of
services. Of the five proposals received, the low was $42,040 and the high was $79,225.
Although not the lowest of the bids received, staff carefully reviewed the work scope elements
and related compensation with the consultant and recommends proceeding with the contract as
proposed. The difference in the various proposals was not necessarily in the cost per hour, but in
the assessment of hours for each task. Staff wants to ensure adequate budget to do a thorough
analysis of each of the work area tasks. There may be savings ultimately in the hours designated
for public presentations, but the process will determine what is required, and staff does not
recommend reducing the anticipated three public meetings at this point.
ATTACHMENT
1. Form of Agreement
2. December 7, 2004, Council Agenda Report authorizing soliciting of proposals
AVAILABLE FOR REVIEW IN THE COUNCIL OFFICE
Request for Proposals
HDR Engineering,IncJEconomic and Engineering Services
in association with Langham Consulting, Inc., Proposal
G: File Path
Attachment 1
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on May 2005,
by and between the CITY OF SAN LUIS OBISPO,a municipal corporation,hereinafter referred to as City,
and HDR Engineering, Inc./Economic and Engineering Services, Inc. (HDR/EES), hereinafter referred to
as Consultant.
WITNESSETH:
WHEREAS, on February 10, 2005, City requested proposals for Consultant services to study the
entire utility billing system and recommend improvements,per Specification No.90159;and
WHEREAS,pursuant to said request, Consultant submitted a proposal that was accepted by City
for said services.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained,the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered,as first written above,until acceptance or completion of said services.
2. INCORPORATION BY REFERENCE. City Specification No. 90159, Consultant's.
proposal dated March 24, 2005, and proposed May 2, 2005 revision relating to indemnification as stated
below is hereby incorporated in and made a part of this Agreement.
"Consultant agrees to defend the CITY, it officers, agents, servants and employees
(hereinafter individually and collectively referred to as "Indemnitees"),from all suits,
claims, demands, actions, or proceedings, and to the extent permissible by law,
indemnify and hold harmless the Indemnitees from:
A. All damages of liability, .including costs, expenses and attorney to the extent
caused by or alleged to be caused by any negligent act, error, or omission of Consultant
or any person or organization for whom Consultant is responsible, and arising out of
the performance of professional services under this Agreement;and;
B. All liability, loss, damage, claims, demands, costs and expenses, including, in
pan, court costs and attorney fees, based upon any act, omission, or occurrence of
Consultant or any person or organization for whom Consultant is responsible, to the
extent arising out of, in connection with, resulting from or caused by the performance or
failure of performance of any work or services other than professional services under
this Agreement, or from conditions created by Consultant's performance or non-
performance of said work or services."
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Attachment 1
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City
will pay and Consultant shall receive therefor compensation in a total sum not to exceed$74,631.
4. CONSULTANT'S OBLIGATIONS. For and in consideration of the payments and
agreements hereinbefore mentioned to be made and performed by City, Consultant agrees with City to do
everything required by this Agreement and'the said specifications.
5. AMENDMENTS. Any amendment, modification or variation from the terms of this
Agreement shall be in writing and shall be effective only upon.approval by the City Administrative Officer.
6. COMPLETE AGREEMENT. This written Agreement, including all writings
specifically incorporated herein by reference, shall constitute the complete agreement between the parties
hereto. No oral agreement, understanding or representation not reduced to writing and specifically
incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or
representation be binding upon the parties hereto.
7. NOTICE. All written notices to the parties hereto shall be sent by United States mail,
postage prepaid by registered or certified mail addressed as follows:
City City Clerk
City of San Luis Obispo
990 Palm Street
San Luis Obispo,CA 93401
Consultant .Tom Gould
HDR Engineering,Inc./
Economic and Engineering Services
500 108th Avenue NE
Suite 1200
Bellevae,Washington 98004
8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that
each individual executing this agreement on behalf of each party is a person duly authorized and
empowered to execute Agreements for such party.
Attachment 1
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
ATTEST: CITY OF SAN LUIS OBISPO
By:
Audrey Hooper,City Clerk Dave Romero,Mayor
APPROVED AS TO FORM: CONSULTANT
_ . - --- --- By
Lowell,City Attorney Tom Gould;Vice President HDR
Attachment 2
counat member 7,2004
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CITY O F SAN LU I S O B I S P O
FROM: John Moss, Utilities Director
Bill Statler,Finance Director
Prepared By: Sue Baasch, Administrative Analyst
SUBJECT: UTILITY RATE STRUCTURE AND BILLING SYSTEM REVIEW
CAO RECOMMENDATION
1. Review and discuss utility rate structure and billing system issues.
2. Authorize the City Administrative Officer to issue a Request for Proposals for the following
financial and engineering services:
a. Review issues and make recommendations regarding the need for any modifications to
the City's water and sewer rate structures;
b. Provide an analysis of available utility billing systems;
c. Provide an analysis of remote meter reading systems and the benefits/costs to be realized
with remote read systems; and
d. Provide an analysis and recommendation regarding billing frequency.
3. Authorize the City Administrative Officer to award a contract for the services, if within the
estimate of$47,500.
4. Support expansion of City's utility billing services with web-enabled functionality.
REPORT-IN-BRIEF
The idea that account flexibility and choice is a part of customer satisfaction is a well-known
concept in today's market place. For example, when purchasing a cell phone and a plan,
customers choose the type of phone, the type of accessories; and the type and length of plan,
based on their unique circumstances and life style. Does this concept have any applicability to
the City's water and sewer systems? That is the question staff has been asking as they examine
the whole subject of utility billing, possible enhancements and customer satisfaction.
Why is this area a subject of concern to Utilities and Finance? Over the last few years, Utilities
has been developing and implementing master plans to ensure that the water and sewer systems
meet the community's needs as San Luis Obispo develops according to the General Plan. This
means additional water supply, more aggressive conservation programs, upgraded treatment
processes, new and upgraded infrastructure, and compliance with new regulations. Based on the
General Plan master plan development, there will be additional costs, and, in turn, rates will most
likely increase. (Note: new development must pay for its fair share of any resource requirements
through impact fees). These higher rates will likely lead to higher charges and more substantial
"bills". Accordingly, staff is focused on two parallel efforts. Staff will continue to evaluate all
programs for cost—effectiveness (this is an ongoing practice); in addition, staff feels it is
necessary to examine possibilities for making the payment process itself easier for our customers.
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Utility Rate Structure and Billing System Review Page 2
Utilities and Finance staff have looked at a number of opportunities for increasing customer
service and enhancing our utility billing practices. This report presents preliminary information
and research on water and sewer pricing issues and strategies; utility billing systems; automated
meter reading systems; and billing frequency options, as well as provides an update on our plans
for intemet or web enhanced utility billing. Recommendations are presented at the end of each
subject section of this report. The recommendations, for the most part, begin with setting policy,
proceed to analysis, and then move to implementation. Council will be involved with all phases
of the process.
DISCUSSION
Utilities and Finance staff began to look at the whole area of utility billing and potential for
changes and enhancements last summer, following the long range forecast of increasing water
and sewer rates. We were concerned about increasing water and sewer bills and the community's
ability and willingness to pay. We knew we needed to continue our efforts to increase our
customers' knowledge of our services.
We also needed to evaluate how customers could pay: were we offering a variety of options to
ensure that customers had the same type of flexibility and choices they might have from a private
utility? Did our utility billing and rate structures support some of the programmatic changes we
foresaw? For example, reservoir storage was down,.and the lack of adequate rain was signaling
the potential for drought actions and mandatory rationing. Would our utility billing system easily
support our drought procedures? Would our utility billing software support the practice of
designing water budgets for customers, a potential.option being considered by our conservation
staff. Did our customers feel the structures were equitable? Was it possible to provide
customers more timely information and offer more flexibility in payment plans? Also, many
communities were implementing automated meter reading. Was this technology reliable and
would it fit our community? Would our billing software support automated meter reading?
Should we consider a different schedule for meter reading and billing? And, at a basic level, we
wondered if our water and sewer rate structures and goals would continue to serve us in the
future.
The issues grew as did our excitement at the opportunity to re-evaluate our systems, so that they
would use the best technological and industrial advances to meet the future needs of San Luis
Obispo.
Who has been involved
The information and recommendations in this report come from a committee representing both
the Finance and Utilities Departments, who together provide water and sewer utility billing
services. The representatives from Finance were Jodi Polk, Customer Services Supervisor, and
Bill Statler, Finance Director. The representatives from Utilities were John Moss, Utilities
Director, Gary Henderson, Water Division Manager, Dave Hix, Wastewater Division Manager,
Ron Munds, Conservation Coordinator, and Sue Baasch, Administrative Analyst.
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Utility Rate Structure and Billing System Review Page 3
The Outcome
The result of our group's research and discussion to date is contained in this report. We consider
the information preliminary and draft and are seeking Council direction as to the next steps.
Following a .brief summary of the information by identified category, staff has prepared a
recommendation for Council consideration.
This report is divided into the following sections:
SECTION 1. Water and Sewer Rate Structures and Goals
SECTION 2. Utility Billing Systems
SECTION 3. Automated Meter Reading System Review
SECTION 4. Billing Frequency
The report concludes with a description of the web enhancements to our utility billing system
which staff hopes to have in place in the next few months.
SECTION 1. Water,Sewer,and Recycled Water Rate Structures and Goals
A. Water Rate Structure
In 1993, the City of San Luis Obispo City Council eliminated all minimum water charges and
moved to an inverted two-tier water rate structure based solely on consumption. Basing water
rates totally on use was somewhat an act of faith at that time; it has proven to be both stable in
terms of revenue generation as well as satisfying to customers because it recognizes those who
conserve.
Our water rate structure is a good foundation, but in our recent review, staff has found that
modifications could be considered which might further our programs and be more customized to
individual needs. Rates could be seasonally adjusted to encourage efficient irrigation practices.
Or rates could be set according to budgets. Water budget rate structures could have between
three and four tiers ("blocks"), with the first two blocks based on average indoor use, the third on
outdoor use, and the fourth set to indicate inefficient water use. The actual rates could be set
according to cost of service. These budgets could be customized to each customer class: single
family, multi-family,commercial, and irrigation only..
It must be recognized that each of these modifications could have downsides as well as positive
implications. Any changes must be evaluated in terns of fund revenue stability, ease of
explanation and administration, or customer equity. For example, when a"three tier" system was
considered in 1993, Council decided against it, because the business community was very
opposed. A third tier resulted in even greater rate increases for most non-residential customers.
In deciding which, if any, modifications might be appropriate for the City of San Luis Obispo,
staff recommends beginning with a re-affirmation of the rate structure goals, as well as a
weighting of those goals.
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Utility Rate Structure and Billing System Review Page 4
Our current rate structure goals are to:
C Comply with legal requirements
■ Encourage conservation
■ Ensure revenue adequacy to fully meet system operating and capital needs
■ Provide equity and fairness between classes of customers
■ Be easy to understand and easy to administer
■ Facilitate ongoing review to maintain rate stability.
In 1993, staff observed that some of these goals were potentially in conflict. For example, a rate
structure that provides maximum rate stability (fixed rates) will probably not encourage
conservation efforts. A rate structure that is easy to understand will not necessarily be totally
equitable between classes of customers. It is for this reason that staff would like a fresh look at
the goals and a re-weighting of them, to ensure that the rate structure reflects the current
philosophy of the Council.
Rate structure evaluations are best performed outside of a revenue analysis, as any rate structure
changes should be revenue neutral. Rate restructuring is done for programmatic and equity
alignment, not for additional revenue.
B. Sewer Rate Structure
The above goals apply to the sewer rates as well; however, the weighting may be different. Our
current sewer rate structure builds on an historical model of charges with annual percentage
changes. Single family charges are set at a fixed rate, which supports revenue stability and is
easy to administer, however, it could be modified to encourage and reward water conservation by
adding a commodity-related component to the structure. The Utilities Department has received a
number of inquiries from residential customers who feel that the fixed charge is neither fair nor
reflective of their usage. Since any rate structure changes will need to be revenue neutral, if one
customer pays less, another customer will pay more.
Non-residential charges are largely based on water use. When staff reviewed the charges for a
large commercial customer, the charges did not seem consistent with the amount of water and
sewer use when compared to residential customers. For these reasons, staff questions the
relationship between residential and non-residential customers and feel it should be reviewed to
ensure equity and fairness between the classes of customers. Again, this type of structure
modification begins best with a review of the goals.
Another issue to be considered is strength factor. how should we account for the strength factor
in the sewer charges, as the amount and the strength of the pollutants are both factors in the
successful treatment of the City's wastewater, and, therefore, in the cost to treat the wastewater.
Many communities have an additional surcharge for businesses discharging higher levels of
pollutants to the sewer system.
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Utility Rate Structure and_Billing System Review Page 5
C. Recycled Water Rate Structure
The City Council has adopted a policy of pricing recycled water at 90% of the potable water
supply. For its intended purpose (usually irrigation), recycled water is equal in value to potable
water. The ten percent reduction was to recognize the industry standard that about 10% more
watering may be required to ensure the flushing of any salt accumulation in the soils. Staff
would like to include recycled water rates in any evaluation of changes or modifications to the
water rates.
Recommendations
Direct staff to prepare a request for proposal for consultant services to analyze the City's water,
sewer and recycled water rate structures with recommendations for modifications based on a
review and resetting with the Council, if necessary, of City water and sewer rate structure goals.
Section 2. Utility Billing Systems
Because the utility billing system must be able to support any proposed changes in the rate
structures, staff recommends that the consultants survey the currently available systems and rank
them according to their ability to support the City's goals. As part of this process, staff also
recommends a detailed analysis and evaluation of relevant business requirements for a utility
billing system, regardless of the rate structure selected. For example, can the utility billing
system generate bills unique to customer class types so that information can be targeted to
customer groups? Is it easy to use and support from the City's side, as well as being well
supported from the vendor side? Will it support automated meter reading? Does the software
vendor support development and offer upgrades and support to the clients? Can the system meet
the drought contingency requirements?
Recommendation
Direct staff to include an analysis of utility billing systems as the second step of the above-
recommended consultant study of the City's water and sewer rate structures.
Section 3. Automated Meter Reading System Review
Automated meter reading (AMR) technology has been available for many years, but the local
success (or lack there of) had convinced staff to wait until the use and reliability was more
evident. Approximately 15% of water utilities throughout the United States currently use remote
read technology. The vast majority of the currently installed AMR systems use the same type of
system that the City currently uses for approximately 70 large commercial accounts. This system
requires a vehicle to drive near the meter locations to pick up the meter reading via a radio signal.
Our experience with this system is described in more detail later in this section.
Other new technologies use satellite, phone lines or power lines to transmit data to the billing
system without the need for staff to drive by the meter locations. Some of these systems are
capable of reading the meter information at any time, capturing the information over a specified
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Utility Rate Structure and Billing System Review Page 6
time period, and enhancing the ability to monitor water use and to identify problems associated
with high water use.
The vast majority of the City's 14,150 meters are read manually every two months, and the reads
are entered into portable handheld electronic recorders. Customer service staff must remove the
lids from the meter boxes and visually determine the number of units of water recorded on the
meter. This process is labor intensive, and, currently, three customer service workers dedicate
approximately 35% of their time to reading meters. As the City has developed over time, the
number of water meters has continued to increase, but the number of staff reading meters as
remained constant. This increased workload has resulted in deferral of other maintenance and
related activities. It is estimated that the number of water meters will increase by over 25% as
the City approaches General Plan buildout.
Several years ago, the City replaced all of the 1-V2 inch and larger meters throughout the water
system with more accurate "Metron" meters. During this replacement project, approximately 70
meters in difficult access vaults were replaced with Metron meters having remote read capability.
An electronic device attached to the meter transmits a low intensity radio signal. A computer
installed in one of our.service trucks receives the signal. Staff drive by the meter locations and
the system automatically records the information that is then downloaded into the utility billing
system to generate water bills. Following the initial installation, there was some difficulty with
the downloading of the information from the one computer software system to the utility billing
software system. In addition, the electronic devices installed in the meter boxes have had
reliability and programming problems. The Metron meter company has replaced the devices
three times with improved devices, at no charge to the City, but the City still experiences reading
problems with about 5-8% of the installations.
Assuming solid reliability of a new AMR system, a significant reduction in staff time for meter
reading could be realized. This would allow current staff to address other maintenance issues
and allow for increased preventative maintenance. With the anticipated growth of the City, if an
AMR system is not implemented, additional staffing will be necessary to provide the meter
reading services and provide adequate resources for maintenance of the water system.
Recommendation
Direct staff to include a review and recommendation for remote meter reading systems in
conjunction with the evaluation of utility billing systems. The analysis will evaluate
compatibility of AMR systems and the utility billing systems, evaluate reliability of different
AMR systems, develop cost estimates for implementation and evaluate ongoing staffing
resources needed to maintain and operate the system.
Section 4. Billing Frequency
What is the most appropriate frequency to read meters and bill customers? In private utilities, the
standard is a monthly schedule, and, increasingly, this is the standard for public utilities, as well.
The City of San Luis Obispo has historically read and billed on a bimonthly schedule. Realizing
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Utility Rate Structure and Billing System Review Page 7
the potential for increases in water and sewer bills, the need to consider more frequent billing
becomes more and more compelling.
When staff brought this issue to Council in the mid 90's, Council elected not to move to monthly
utility billing at that time because the Council felt that the negatives (cost and additional staffing)
did not outweigh the benefits.
Why does staff think this might be the time to reconsider monthly utility billing? Monthly
billing is a standard for all industries, not just private utilities. A monthly schedule offers
increased customer service, because it more closely matches how customers earn or receive
revenues, and use information is more current when read monthly. If a leak occurs, customers
are alerted more quickly. In times of a drought, customers are able to monitor use more closely.
It also assists in the management of delinquent accounts. Quite often customers do not
remember that they are being billed for two months because it is somewhat unique in their bill-
paying practices. These are all the positives of moving to a monthly schedule; the negative side
is the increased staff time required to read meters and bill. However, if the City was to move
toward AMR, some of this increased staff time and cost could be offset.
In 1995, staff studied moving to monthly utility billing and estimated the increased cost at about
$150,000 per year, which included increased postage and three additional positions. Updated,
the costs are likely more in the range of$200,000 to$250,000. This represents about 1.5% of the
water and sewer sales, which will be about$16,466,700 in 2004.
There are a number of related considerations. Customer service staffing has not increased for a
number of years, (see information in the automated meter reading section above); therefore, it
may be necessary to consider additional staff for meter reading, whether the meter reading and
billing frequency changes or not. Automated meter reading, electronic bill paying and utility
customer information on the intemet (described below) may reduce the long term need for
additional staff.
Recommendation
Direct staff to include in the request for proposal a requirement that the consultant evaluate and
recommend an appropriate billing frequency for the City of San Luis Obispo, one that is
consistent with the recommendations regarding rate structure, billing systems and AMR.
Other Customer Service Programs: Web Enhanced Utility Billing
The City currently uses ACS (Affiliated Computer Services) to provide its utility billing services.
ACS has proposed to expand our billing services with web-enabled functionality and staff is
hoping to implement this in the near future. Customers will be able to log on to a secure site
with a unique password and view their consumption and transaction information. They will also
be able to pay on-line. While this may not be a service all customers wish to take advantage of,
at least initially, it does offer an alternative to the current methods of transacting business and
obtaining information.
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Utility Rate Structure and Billing System Review Page 8
An overview of the services is provided in the list below:
Web Enabled Services
1. Added convenience
a. Enable on-line payments (by credit card or e-check)
b. Setup automatic payment by credit card
c. Business can be conducted on-line versus in person or over the phone
d. Initiate service
2. Immediate access to information 24-hours a day
a. Payments taken 24-hours a day
b. Payments are reflected on the web site immediately
c. E-mail receipt sent to the customer.
3. More information
a. Consumption history/charts
b. Transaction details
c. Account information
4. Individual control/ security
a. Customers sign up to have web access to their accounts
b. Utility Billing staff reviews and approves this access
It is currently estimated that the upgraded software and hardware to allow web enhanced utility
billing will cost about $39,600. Sufficient carryover funding from 2003-04 water and sewer
operating savings is available to support this request.
Recommendation
Support expansion of City's utility billing services with web-enabled functionality. Why is staff
recommending proceeding with this upgrade if we are recommending an evaluation of potential
new utility billing software programs? The cost is relatively minor to offer expanded customer
service and it moves the utility billing system in the direction of customer expectation. Also, if
new utility billing software is recommended through this process, it will likely be a number of
years for the recommendations and entire plan to be implemented.
FISCAL IMPACT
If Council directs staff to prepare a request for proposal for consultant services as recommended
in Sections 1, 2, 3 and 4, the estimated fiscal impact to the water and sewer funds is $47,500.
This estimate is based on the costs of recent financial studies performed for the City, such as the
cost of service and the impact fee financing study. It seems reasonable given the amount of
carryover and savings that could be used for this purpose.
Staff intends to use carryover and capital project savings to fund this study and the utility billing
enhancements as shown below, so no new appropriations would be required. Currently, the
water fund has about $54,000 in general carryover and up to $60,000 in groundwater capital
project savings that can be used to support these requests. The sewer fund has about$200,000 in
general carryover to support its share of the requested actions.
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Utility Rate Structure and Billing System Review Page 9
Web Enhanced Utility Consultant Services for Total
Billing Financial Analysis
Water Fund
General Carryover 23,800 23,800
Cap Proj Savings -Groundwater 23,750 23,750
Sewer Fund
General Carryover 15,800 23,750 39,550
Total $39,600 $47,500 87,100