HomeMy WebLinkAboutMonthly Municipal Services Billing Statements and Monthly Me Council/Agency Meeting Held: —Ob -O L
Deferred/Continued to:
L�A rov ❑ Conditionally Approved ❑ Denied - ti4ptl ignature
I `Council Meeting Date: May 6, 2002 Department ID Number: FD 02-005
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CITY OF HUNTINGTON BEACH
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REQUEST FOR COUNCIL ACTION .;
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SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS `"`,�
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SUBMITTED BY: RAY SILVER, City Administrator 0W.-P / c�
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PREPARED BY: ROBERT F. BEARDSLEY, Director of Public Works E7
MICHAEL P. DOLDER, Fire Chief/Information Systems Director
SHARI L. FREIDENRICH, Treasurer
SUBJECT: APPROVE MONTHLY MUNICIPAL SERVICES BILLING
STATEMENTS AND MONTHLY METER READING
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue: Should the City provide monthly Municipal Services Billing Statements
based on monthly meter readings?
Funding Source: An appropriation of $100,000 from the undesignated, unappropriated
fund balance of the Water Fund to the Public Works Water Division's personnel and
operating accounts is recommended to provide monthly billing statements based.on monthly
meter readings. The Fiscal Impact Statement is attached (Attachment 1).
Recommended Action: Motion to:
1. Direct staff to implement monthly Municipal Services Billing Statements based on
monthly meter readings.
2. Appropriate a total of$100,000 from the undesignated, unappropriated fund balance of
the Water Fund to the following Public Works Water Division accounts: $28,000 in
Personnel Account 50685805.51110 for salaries and $10,000 in Personnel Account
50685805.55000 for benefits; $12,000 in Equipment Account 50685805.83700, for
meter reading equipment and $50,000 in Equipment Account 50685805.85100 for
vehicles.
3. Amend the Water Division Table of Organization increasing the number of meter
readers by two.
Alternative Action(s):
1. Implement a_bi-monthly Municipal Services Statement and continue bi-monthly meter
reading.
2. Continue to produce a monthly Municipal Services Statement and continue bi-monthly
meter reading.
A .
REQUEST FOR COUNCIL ACTION
MEETING DATE: May 6, 2002 DEPARTMENT ID NUMBER: FD 02-005
Analysis: At the April 15, 2002 City Council Study Session, staff reviewed the need to
change the City's current method of producing Municipal Services Billing Statements using
bi-monthly meter readings. Staffs recommendation to convert to monthly meter reading and
true monthly billing is based on a need to: 1) increase water conservation opportunities and
information; 2) implement best business practices and improve customer services; and 3)
improve efficiency in implementing the City's new Utiligy Municipal Billing Software.
Currently, the City's monthly Municipal Services Billing Statements are based on bi-monthly
meter readings. The first billing period occurs 60 days after the meter reading and is
calculated by dividing the amount owed in half. The second billing period occurs 90 days
after the meter reading and is the second half of the amount owed. When the first bill arrives,
the customer owes for 60 days of Water, Sewer and Trash service but is only billed for half.
This billing and meter reading process results in customer confusion over the bill and does
not provide for timely water consumption information.
The best business practices for customer information, conservation and for ease of
implementing our new Utiligy billing software is to implement a monthly read once, bill once
process. Staff recommends this because of the following advantages:
• Better Management of Resources
o Conservation efforts are managed more efficiently.
o Unaccounted for water is tracked sooner with leaks and meter problems
identified within 30 days.
• Industry Practice is to bill for service as soon as it is provided.
• Automatic collection rules can be applied to true monthly bills.
• Quicker identification of collection problems.
• Utiligy Municipal Billing Software will not require customization and future updates will
be fully supported.
There are two disadvantages to the monthly meter reading and billing process:
1) A one-time "True Up" of a customer's bill would be required to bring customers from
60 days in arrears to 30 days in arrears. To minimize the impact of this, staff is proposing
to pro-rate the 30 day "True Up" amount over 12 months. Residential customers' costs
would be approximately $5 per month for 12 months. Actual amounts will vary and are
calculated based on one month costs divided by 12.
2) Monthly meter reading would require increasing meter-reading staff by two (Amended
Table of Organization, Attachment 2) along with purchasing two vehicles and additional
meter reading equipment. The total additional cost for this fiscal year is approximately
$100,000. This represents $38,000 in salaries and benefits (assuming the remaining four
months of the fiscal year) and $62,000 in vehicles and equipment. An additional
$114,000 in salaries and benefits would be added to next fiscal year's budget to cover the
on-going salary costs. The yearly costs equate to around 13 cents per customer per
month. However, no rate change is needed to offset this cost.
Municipal Services Billing Frequency RCA FD02005.doc -2- 4/29/2002 12:10 PM
REQUEST FOR COUNCIL ACTION
MEETING DATE: May 6, 2002 DEPARTMENT ID NUMBER: FD 02-005
There are two alternatives to staff s proposal:
Alternative 1 Read meters and bill on a bi-monthly basis.
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Under.this alternative, a.customer would receive one bill-every other month that would be
twice as large as their current monthly bill. No staff increases would be required under this
alternative. However, customers would not receive-timely water consumption data. Perhaps
the biggest problem is that other monthly bill.items, such as sewer fees and trash fees, will
be billed 60 days after services are provided even though City payments for the cost of
providing the services would be made prior to collection.
Alternative 2 Replicate the current practice, read bi-monthly and bill monthly.
This alternative would require significant custom programming to our new Utiligy software,
requiring an.additiorial.three to.four.months to.implement. Future Utiligy software releases
would also have to be customized to City specifications and would delay each software
update by several months and at additional cost.
Environmental Status: Not applicable.
Attachmep st•
City Clerk's
Page Numbe Description
1. Fiscal Impact Statement
2. Amended Table of Organization
RCA Author: Dolder FD02005
Municipal Services Billing Fnequencv RCA FD02005.doc -3- 4/291200212:35 PM
ATTACHMENT 1
� CITY OF HUNTINGTON BEACH
INTERDEPARTMENTAL COMMUNICATION
To: Ray Silver, City Administrator
From: Clay Martin, Director of Administrative Services
Subject: FIS 2002-18 Frequency of Municipal Billing Statement
and Meter Reading
Date: April 28, 2002
As required by Resolution 4832, this Fiscal Impact Statement has
been prepared for "Frequency of Municipal Billing Statement and -
Meter Reading".
If the City Council approves this request (total appropriation
$100,000), the estimated working capital of the Water Fund at
September 30, 2002 will be reduced to $2,230,000.
r 95�y Martin
Director of Administrative Services
ATTACHMENT 2
_ x
Water Operations Manager
(Vacant)
Distribution
Administration Production [Water Distribution Supervisor
Rick Olson
Engineering Aide
(Vacant)
Water Production Supervisor
Senior Administrative Howard Johnson Maintenance Meters
Analyst
Ken Dills
Crewleader Crewleader
Pumping/Supply Water Quality Bert Cardon
Leadworker
Leadworker Armando De La Torre
Customer Service Warehouse Crewleader Water Quality lebee
Leadworker David Boucher gill A Pete Hughes Mike Newton
Jay Kleinheinz Coordinator Tom Sturgeon Accounting
(Vacant) Lee Orton g
Leadworker Equipment Technician II
Administrative Warehousekeeper Mike F Operator Ana Thueson
rY Cross Connection Equipment Secretary Debbie Harper Ga Eddin ton Control Specialist II Operator Dave Pineda
Sheila Rogers Rudy Ocampo Customer Service
(Vacant) Jesus Hurtado Rep/Field
Water Systems Curtis Allen
Office Assistant II Storekeeper Technician III Service Worker Ken Wenzel
p Water Quality Gary Reinhardt
Vicki Vickery Steve Tully Anthony Rizco Technician Service Worker
Linda Rudd Steve Styles Jim Corbett Kurt Youngberg Jon Goldstein Meter Repair Worker
Vince Madrid Dean Sunter
Water Systems Steve Kowny Albert Zuniga Scott Adams
Technician II Henry Canales Eric Borkenhagen
Maintenance Darol Fitch
Rod Houser Worker
Maintenance
Mike Hehn
Frank Montes Worker Senior Meter Reader
Larry Mahon Matt Printy
Richard Legere Jerry Martinez
Water Systems Kevin Scally Meter Reader
Teachnician I
Chris Cassotta Jeff Branch
Jeff Harris
2 New Meter Bill Crisp
(Vacant)-
Reader Positions
Vacant
RCA ROUTING SHEET
INITIATING DEPARTMENT: FIRE/PUBLIC WORKS/TREASURER
SUBJECT: APPROVE-MONTHLY MUNICIPAL SERVICES BILLING
STATEMENTS AND MONTLY METER-READING
COUNCIL MEETING DATE: May 6, 2002
RCA ATTACHMENTS STATUS
Ordinance (w/exhibits & legislative draft if applicable) Not Applicable
Resolution (w/exhibits & legislative draft if applicable) Not Applicable
Tract Map, Location Map and/or.other Exhibits Not Applicable
Contract/Agreement (w/exhibits if applicable)
Si ned in full by the City Attorney) Not Applicable
Subleases, Third Party Agreements, etc.
(Approved as to form by City Attorney) Not Applicable
Certificates of Insurance (Approved by the City Attorney) Not Applicable
Financial Impact Statement (Unbudget, over$5,000) Attached
Bonds If applicable) Not Applicable
Staff Report If applicable) Not Applicable
Commission, Board or Committee Report If applicable) Not Applicable
Findings/Conditions for Approval and/or Denial Not Applicable
EXPLANATION FOR MISSING ATTACHMENTS
REVIEWED RETURNED::,. FORWARDED ?
Administrative Staff L =:
Assistant City Administrator Initial
City Administrator Initial
[City Clerk '��
"EXPLA ATI:ON=FOWRETURN-OF=ITEM
(Below
•. . Only)
RCA Author: DOLDER
• L00o.10
i j l
C1 i Y CL E'RK
Ci i Y OF
HUNTING T ON BEACH. CA
f•,f\
Municipal Services Statement
Implementing "Better Business Practice"
Consent Item E-16
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Municipal Services Statement
Improvement Opportunities
■ Increase water conservation opportunities and
information
■ Improve customer relations and information
■ Improve business practices
■ Improve efficiency in implementation &
maintenance of new Municipal Billing Software
� WAMC� I ION M
Current Municipal Services
Billing Practices
■ Service Periods are based on bi-monthly
Meter Reads.
■ At the time they are billed, Customers ,..❑
owe for 60 days of service for Water, LJ
Trash and Sewer.
■ City pays "real time" to provide services
but collects revenue for those services 60
days or more later.
Current Municipal Services
Billing Practices
■ The amounts owed for the 60-day
Service Period are cut in half to generate
a "monthly" bill.
■ The first half Period 1 is billed [�
immediately; the second half (Period 2) is
billed 30 days later
■ Result: Customers are confused by the
current billing practice
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E. T
Best Business Practice for Customer
Information, Conservation, and Software
Implementation is to:
Read Meters Monthly and
Bill for All Municipal Services Monthly
Advantages
■ Better Management of Resources and
Conservation Opportunities
■ Industry Practice is to bill for service as
service is provided
■ Simplifies Municipal Services Billing
Software Implementation
■ Reduces Collection Problems
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Impacts
■ "True Up" of Customers Bill Required
■ Bring customers from 60 Days.in Arrears to
30 Days in Arrears
■ 30 day"True Up"will be pro-rated and billed
over 12 months (Less than $5/month for
average residential customer)
■ Additional Staffing and Equipment
required for Monthly Meter Reads
Financial Impact of Monthly-
Meter Reading
■ Impact of reading meters monthly is
approximately 13 cents per meter per
month. Because of accelerated cash
flow, no rate change is required.
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So What Does the Customer Get?
■ No Rate Change
■A Monthly Bill that Reflects Actual
Consumption and Actual Services
Provided
■ Better Conservation Information
■A 30 Day "True Up" Cost Prorated
and Billed Over A 12 Month
Period
So When Does this Happen?
■ We expect to implement the new
Municipal Services billing software
this June and July.
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