Attachment 4
Current Water Rates, Rules and Regulations
Rate Schedules and Rule No. 26
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.1
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 08- 01-05 by Resolution No.: N/A Dated: N/A Marcie L. Edwards Superseding Resolution No.: 2003R-239 Dated: 12-16-03 General Manager
A. APPLICABILITY
Applicable to all areas served by the Utility and to all rate schedule commodity charges.
B. PURPOSE
To provide for the automatic adjustment of the Utility's water rate schedule commodity charges per 100 cubic feet whenever the cost per acre foot (A.F.) of water is increased due to changes in th e O
range County Water District (OCWD) pump tax and basin equity assessment, the Metropolitan Water District of Southern California (MWD) acre foot charge for treated and untreated water, and fixed charges such as a readiness charge, a connection charge, or a demand charge; and/or the costs of electricity associated with producing and distributing water.
To provide for the automatic adjustment of the Utility's water rate schedule commodity charges per 100 cubic feet to recover expenditures made or proposed within a designated time period, not to exceed one year, to accommodate Federal and/or State mandated rules and regulations pertaining to water quality.
To establish the method for determining the cost of water per acre foot and any resulting change (to the nearest mill) to the rate schedule commodity charges per 100 cubic feet.
C. COST OF PRODUCING AND DISTRIBUTING WATER
The cost of water shall be the sum of the percent of groundwater times its total cost per A.F. plus the percent of water purchased times its total costs per A.F. (including appropriate fixed charges). The total cost per A.F. of groundwater is the sum of the OCWD pump tax plus the cost of electricity to pump water per A.F. The total cost per A.F. of purchased water is the MWD price per A.F. for treated or untreated water (including appropriate fixed charges). The cost of distributing water shall include the cost of electricity for the booster pumps.
D. AMOUNT OF ADJUSTMENT
P reviously, the commodity adjustment calculation included an adjustment for the base year 1971- 72 c
ost of water. Effective September 1, 1996, the calculation methodology shall remain the same in all respects with the exception of the base-year calculation. The calculation shall not include a base-year adjustment.
Effective September 1, 1995, the Agricultural Customer Class is combined with the General Commercial/Industrial Customer Class, thereby, eliminating the Agricultural Commodity Adjustment.
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.2
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 01- 01-04 by Resolution No.: N/A Dated: N/A Marcie L. Edwards Superseding Resolution No.: 2003R-239 Dated: N/A General Manager
The percent of groundwater to be pumped and imported water to be purchased (including fixed charges) established as of July 1 each fiscal year shall apply in any commodity adjustment computation throughout that fiscal year.
The amount of the commodity adjustment and the data elements required to compute the commodity adjustment for the most recent changes shall be shown in the COMMODITY ADJUSTMENT SUMMARY Section.
E. COST OF WATER QUALITY ADJUSTMENT
The cost of the Water Quality Adjustment shall be calculated in accordance with the following formula.
The Formula is: a + b + c
d
(expressed to the nearest $0.001 per 100 cubic feet)
(a) The estimated expenditures for water quality improvements for a designated period. (b) An amount equal to five percent (5%) of (a) immediately above. (c) Water Quality Improvement Adjustment Account ending balance. (d) T
he total estimated water sales for a designated period.
A Water Quality Adjustment Account shall be maintained by the Department. Entries to this account shall include:
(a) An amount equal to water quality expenditures as recorded during the month. (b) Less: An amount equal to revenue billed during the time period that is attributable to the Water Quality Adjustment.
F. APPLICATION OF COMMODITY ADJUSTMENT
The commodity charge for all rate schedules shall be adjusted as necessary by the Utilities General Manager to reflect the cost per A.F. of water at that time and to reflect mandated expenditures for water quality improvements. The increased cost of water shall be rounded to the nearest mill per 100 cubic feet and added to the commodity charge for each rate block of each water schedule rate charge.
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.3
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 03- 01-23 by Resolution No.: N/A Dated: N/A Dukku Lee Superseding Resolution No.: 2003R-239 Dated: 12-16-03 General Manager
G. COMMODITY ADJUSTMENT SUMMARY
The amount of the commodity adjustment and the data elements required to compute the commodity a
djustment for the five most recent changes shall be shown in this section. Note: The Agriculture commodity adjustment was eliminated. The Domestic commodity adjustment applies to all customers. (This Table has been simplified to reflect that change.) Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 Percent of Source
- Ground Water (a) 76.89% 49.08% 22.01% 27.84% 35.92% - Imported Water 23.11% 50.92% 77.99% 72.16% 64.08%
OCWD Pumping Percentage
Allowance
77.00% 77.00% 77.00% 77.00% 77.00%
OCWD Groundwater
(Acre Feet)
46,978 29,512 12,000 16,000 19,600
Purchased Water (MWD)
- Treated (Tier 1)
Acre Feet 7 ,000 20,550 29,092 28,200 20,965
Percent 11.45% 34.17% 53.34% 49.07% 38.42%
- Treated (Tier 2)
Acre Feet - - - - -
Percent 0.00% 0.00% 0.00% 0.00% 0.00%
- Untreated (Tier 1)
Acre Feet 7,122 10,073 13,440 13,265 14,000
Percent 11.66% 16.75% 24.65% 23.09% 25.66%
- Untreated (Tier 2)
Acre Feet - - - - -
Percent 0.00% 0.00% 0.00% 0.00% 0.00%
Total Purchased Water
(Acre Feet)
14,122 30,623 42,532 41,465 34,965
Total Water (Acre Feet) 61,100 60,135 54,532 57,465 54,565 OCWD Cost of Producing
Water ($/Acre Foot)
- Replenishment Assessment $462.00 $487.00 $487.00 $507.00 $558.00 - Basin Equity Assessment - - - - -
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.4
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 03- 01-23 by Resolution No.: N/A Dated: N/A Dukku Lee Superseding Resolution No.: 2003R-239 Dated: 12-16-03 General Manager
Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 MWD - Water Supply ($/Acre
Foot)
- Treated (Tier 1) $1,032.50 $1,064.00 $1,091.00 $1,123.50 $1,176.00 - Treated (Tier 2) $1,118.50 $1,150.50 $1,155.50 $1,165.50 $1,301.50 - Untreated (Tier 1) $713.00 $743.00 $766.00 $788.00 $827.00 - Untreated (Tier 2) $799.00 $829.50 $830.50 $830.00 $952.50 - MWD Connection and
Readiness to Serve Charge
(Flat $ Cost for System)
$1,618,100 $1,387,200 $1,738,500 $2,072,945 $2,339,728
Cost of Purchased Water
($/Acre Foot)
$583.10 $750.13 $909.87 $910.48 $907.35
Cost of Purchased Water (b)
($/Hundred Cubic Feet)
$1.34 $1.72 $2.09 $2.09 $2.08
H
. Electrical Pumping and Distribution Costs:
Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 Electricity Cost of Local Wells
- Kilowatt hour consumption
(all wells)
21,180,821 13,065,166 7,053,215 9,480,086 10,378,870
- Total Electricity cost
(all wells)
$3,352,717 $2,258,441 $1,216,745 $1,715,334 $1,862,768
Electricity – Booster Pumps
- Kilowatt hour consumption
(all boosters)
13,189,199 9,832,221 4,986,785 5,039,965 5,772,975
- Total Electricity costs (all
boosters)
$2,095,742 $1,662,234 $823,349 $883,141 $1,020,238
Total Electricity Costs
(distribution)
$5,448,459 $3,920,675 $2,040,094 $2,598,475 $2,883,006
Electricity Cost per Acre Foot $115.98 $132.85 $170.01 $162.40 $147.09 Electricity Cost ($/Hundred
Cubic Feet) (c)
$0.27 $0.30 $0.39 $0.37 $0.34
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.5
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 03- 01-23 by Resolution No.: N/A Dated: N/A Dukku Lee Superseding Resolution No.: 2003R-239 Dated: 12-16-03 General Manager
I. System Loss Factor:
Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 Water
Distribution
(Acre Feet)
61,100 60,135 54,532 57,465 54,565
Water Sales
(Acre Feet)
57,678 56,509 51,914 54,304 51,564
Water Losses
(Acre Feet)
3,421 3,626 2,617 3,161 3,001
Water System
Loss Factor * (d)
94.40% 93.97% 95.20% 94.50% 94.50%
* Loss factor is
1.0 – water
losses.
J. Water Quality Adjustment:
Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 Mandated Quality
Expenses
$3,278,113 $3,276,224 $3,081,925 $3,252,286 $3,729,059
Water Sales
(Hundred Cubic
Feet)
25,124,711 24,615,259 22,613,941 23,655,008 22,461,246
Water Quality
Adjustment
($/Hundred Cubic
Feet)
$0.13 $0.13 $0.14 $0.14 $0.17
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.1.6
Anaheim, CA 92805
SCHEDULE W-CA
COMMODITY ADJUSTMENT CLAUSE
ISSUED BY: Effective: 03- 01-23 by Resolution No.: N/A Dated: N/A Dukku Lee Superseding Resolution No.: 2003R-239 Dated: 12-16-03 General Manager
Summary of the Water Commodity Adjustment:
Fiscal Year 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 Effective Date: 4/3/2019 2/1/2020 2/1/2021 2/1/2022 3/1/2023 Cost of Purchased Water
(b) / (d)
$1.42 $1.84 $2.19 $2.21 $2.20
Cost of
Electricity
(a) * (c) / (d)
$0.22 $0.16 $0.09 $0.11 $0.13
Cost for
Quality
Requirements
$0.13 $0.13 $0.14 $0.14 $0.17
Total
Calculated
WCA
$1.77 $2.13 $2.42 $2.46 $2.50
Mitigation - - ($0.15) - -
Water
Commodity
Adjustment
$1.77 $2.13 $2.27 $2.46 $2.50
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.2.1
Anaheim, CA 92805
SCHEDULE W-SRA
WATER SYSTEM RELIABILITY ADJUSTMENT
ISSUED BY: Effective: 07-01- 19 by Resolution No.: 2019-037 Dated: 04-16-19 Dukku Lee Superseding Resolution No.: 2008R-023 Dated: 03-18-08 General Manager
APPLICABILITY
Applicable to all areas served by the Utility and to all water rate schedule commodity charges.
PU
RPOSE
To provide for the automatic adjustment of the Utility's water rate schedule commodity charges per hundred cubic feet through the Water System Reliability Adju stment (“Water System Reliability Adjustment” or “WSRA”) for the purpose of recovering projected capital costs, including rehabilitation and construction of water and reclaimed water system infrastructure, and related debt service payments for the Utility. The WSRA will also fund a Capital Reserve Account (“Capital Reserve Account”).
C
ALCULATION OF WATER SYSTEM RELIABILITY ADJUSTMENT
For rate adjustments occurring on or after July 1, 2019, t he amount of the Water System Reliability Adjustment shall be calculated in accordance with the following formula.
The Formula is: (a + b - c - d - e) + f
g g
(
expressed to the nearest $0.001 per hundred cubic feet) (a) Expenditures for the Water Utility’s capital improvement program less those funde d by de
veloper contributions or other contributions, as reflected in the annual budget adopted by t
he City Council
(b) Capital Reserve Account limit, not to exceed the average of the three most recent fiscal year Water Utility capital improvement program budgets adopted by the City Council (c) C
apital Reserve Account balance as of the end of the previous fiscal year (d) Bond funds allocated for Capital Expenditures
(e) F
unds available in the Water System Reliability Adjustment Balancing Account (f) Projected Water Utility debt service payments for the fiscal year (g) Projected water sales for the fiscal year
AP
PLICATION OF WATER SYSTEM RELIABILITY ADJUSTMENT
The Water System Reliability Adjustment shall be adjusted by the General Manager to reflect non- reimbursable capital infrastructure and debt service costs, including costs associated with reclaimed water infrastructure, as adopted by the City Council in the annual budget and to fund a Capital Reserve Account to be used for those purposes. The Water System Reliability Adjustment shall be limited to a maximum increase of 7.5¢ per hundred cubic feet of water consumed per 12-month period (“period”); there shall be no limit on decreases to the Water System Reliability Adjustment.
The Utility shall establish a designated Water System Reliability Adjustment Balancing Account (“Water System Reliability Adjustment Balancing Account”) to account for these collections and uses of funds. The funds accounted for in the Balancing Account shall only be used to pay for the capital improvement program as set forth in the formula above.
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.2.2
Anaheim, CA 92805
SCHEDULE W-SRA
WATER SYSTEM RELIABILITY ADJUSTMENT
ISSUED BY: Effective: 04-03-23 by Resolution No.: N/A Dated: N/A Dukku Lee Superseding Resolution No.: 2019-037 Dated: 04-16-19 General Manager
Any funds remaining in the Water System Reliability Adjustment Balancing Account at the end of the given period shall be transferred to the Capital Reserve Account subject to the Capital Reserve Account limit set forth below. If the funding limitations are met during a period and the Water System Reliability Adjustment Balancing Account has a balance, the excess funds shall reduce the WSRA revenue collections in a subsequent period as set forth in the formula above.
The Utility shall establish a restricted water Capital Reserve Account to be used solely to pay for non- reimbursable capital infrastructure and related debt service obligations. The Capital Reserve Account limit shall not exceed the average of the three most recent fiscal year Water Utility capital improvement program budgets approved by the City Council.
W
ATER SYSTEM RELIABILITY ADJUSTMENT SUMMARY
The amount of the Water System Reliability Adjustment and the data elements required to calculate the amount for the two most recent changes shall be shown in this section.
Fiscal Year FY 2020/2021 FY 2021/2022 FY 2022/2023
Effective Date 4/3/2021 4/3/2022 4/3/2023
Budgeted Capital Expenditures Less Developer Contributions ( a ) $ 17,093,000 $ 19,052,000 $ 28,788,000 Capital Reserve Account limit ( b ) $ 25,373,000 $ 20,929,667 $ 21,644,333 (Less Capital Reserve Account balance) ( c ) $ - $ (14,205,121) $ - (Less bond funds allocated for capital expenditures) ( d ) $ (13,674,400) $ (4,442,247) $ (28,788,000) (Less funds available in Balancing Account) ( e ) $ (11,298,202) $ - $ - Total Cash Required for Capital Expenditures (a+b+c+d+e) $ 17,493,398 $ 21,334,299 $ 21,644,333 Projected Debt Service Payments ( f ) $ 9,572,428 $ 13,475,973 $ 13,960,802 Projected Water Sales (hcf) ( g ) 22,613,941 23,655,008 22,461,246 Total Capital Costs ((a+b+c+d+e)/g) $ 0.774 $ 0.902 $ 0.964 Debt Service Costs (f/g) $ 0.423 $ 0.570 $ 0.621 Gross Water System Reliability Adjustment $ 1.197 $ 1.472 $ 1.585 (Less amount over maximum 7.5¢ increase) $ (0.372) $ (0.572) $ (0.610) Water System Reliability Adjustment ($/hcf) $ 0.825 $ 0.900 $ 0.975
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.3.1
Anaheim, CA 92805
SCHEDULE W-G
GENERAL WATER SERVICE
ISSUED BY: Effective: 02-01-16 by Resolution No.: 2016-028 Dated: 01-26-16 Dukku Lee Superseding Resolution No.: 2015-127 Dated: 02-24-15 General Manager
A
PPLICABILITY
This rate schedule is applicable to Customers who consume water for (a) general domestic and household purposes in a single family accommodation, (b) general domestic use in two (2) or more dwelling units using water through a common service and occupying premises held under one ownership such as apartment houses, housing courts, mobile home courts, and planned units and condominium developments serviced through a common service and (c) all commercial, industrial, municipal, residential-agricultural, and agricultural uses. This rate schedule is also applicable to all water service not covered by other specific schedules including landscape watering and Temporary Service.
PER METER,
PER MONTH
Customer Charge:
5/8" X 3/4" Meter $ 9.90
1" Meter 12.97
1 1/2" Meter 18.12
2" Meter 24.26
2 1/2" Meter 30.95
3" Meter 40.79
4" Meter 59.30
6" Meter 110.78
8" Meter 172.56
10+" Meter 303.93
Commodity Charge: (To be added to Customer Charge)
Per 100 Cubic Feet $ 0.500
The current water commodity adjustment amount and water system reliability adjustment amount, as applicable, shall be added to the above commodity charge. The explanations of the current water commodity adjustment and water system reliability adjustment amounts are located in Schedules W-CA and W-SRA.
Minimum Charge:
T he minimum charge shall be the monthly customer charge.
SPECIAL CONDITIONS
A. This schedule is subject to Schedules W-CA, W-SRA, and rules and regulations of the Utility.
B. A Customer shall not resell water to another person. Each meter point will be considered as one C ustomer.
Water associations or companies taking delivery of water hereunder must take delivery at one point, and distribute and account for each of their members' usage.
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 2.4.1
Anaheim, CA 92805
SCHEDULE W-PFL
PRIV ATE FIRELINE SERVICE
ISSUED BY: Effective: 02-01-16 by Resolution No.: 2016-028 Dated: 01-26-16 Dukku Lee Superseding Resolution No.: 2015-127 Dated: 02-24-15 General Manager
APPLICABILITY
This rate schedule is applicable to all consumers of water within the area served by the Utility for private firelines used for fire protection whether said lines are connected with automatic sprinkling systems or private fire hydrants.
PER METER,
PER MONTH
Customer Charge:
1" Meter $ 12.97
1 1/2" Meter 18.12
2" Meter 24.26
2 1/2" Meter 30.95
3" Meter 40.79
4" Meter 59.30
6" Meter 110.78
8" Meter 172.56
10+" Meter 303.93
Commodity Charge: (To be added to Customer Charge)
For all water supplied as recorded by the detector check valve bypass meter.
Per 100 Cubic Feet $ 0.500
The current water commodity adjustment amount and water system reliability adjustment amount, as applicable, shall be added to the above commodity charge. The explanations of the current water commodity adjustment and water system reliability adjustment amounts are located in Schedules W-CA and W-SRA.
Minimum Charge:
The minimum charge shall be the monthly customer charge.
S
PECIAL CONDITIONS
A. This schedule is subject to Schedules W-CA, W-SRA, and rules and regulations of the Utility.
B. This schedule is restricted to use for fire extinguishing or for testing purposes, or for testing fire extinguishing equipment. If consumer, in the opinion of the Utility, is using water in a volume that cannot be recorded on the bypass meter, the Utility will discontinue service until a meter is installed (at customer's expense) to record a
ll water used.
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 3.26.1
Anaheim, CA 92805
RULE NO. 26
WATER BILL ASSISTANCE FOR INCOME-QUALIFIED CUSTOMERS
ISSUED BY: Effective: 03-01-20 by Resolution No.: 2020-020 Dated: 02-11-20 Dukku Lee Superseding Resolution No.: 2012-045 Dated: 05-29-12 General Manager
GENERAL
The Utility offers programs in the areas of water efficiency and low-income assistance and, in connection with the foregoing, this Rule outlines water bill assistance for income-qualified Customers.
A. WATER DISCOUNT FOR INCOME-QUALIFIED SENIOR, LONG -TERM DISABLED, OR
MILITARY VETERAN CUSTOMERS
The Income -Qualified Senior/Long -Term Disabled/Military Veteran Water Discount Program provides a 10% discount on residential water charges for income -qualified senior, long-term disabled, and military veteran Customers, as set forth in Paragraphs A.1 and A.4. This Program remains in effect until terminated by the City Council.
1. Qualifications
To receive the assistance as an income -qualified senior Customer, the following guidelines must be met:
a. Have an annual household income level of 80% or less of the Orange County median, according to the annual Housing and Urban Development Section 8 income guidelines. b. Be at least 62 years of age as demonstrated by submitting a copy of state issued identification. c. Be a residential Customer of record or Sub-metered master-metered Customer.
To receive the assistance as an income -qualified long -term disabled Customer, the following guidelines must be met:
a. Have an annual household income level of 80% or less of the Orange County median, according to the annual Housing and Urban Development Section 8 income guidelines. b. Submit to the Utility Social Security Supplement to Income (SSI) documentation or a letter from a licensed physician.
c. Be a residential Customer of record or Sub-metered master-metered Customer.
To receive the assistance as an income -qualified military veteran Customer, the following guidelines must be met:
a. Have an annual household income level of 80% or less of the Orange County median, according to the annual Housing and Urban Development Section 8 income guidelines. b. Submit to the Utility identification establishing military service such as a copy of a DD-214, Veteran Health Identification Card (VHIC), or Common Access Card (CAC). c. Be a residential Customer of record or Sub-metered master-metered Customer. (Continued)
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 3.26.2
Anaheim, CA 92805
RULE NO. 26
WATER BILL ASSISTANCE FOR INCOME-QUALIFIED CUSTOMERS
ISSUED BY: Effective: 03-01-20 by Resolution No.: 2020-020 Dated: 02-11-20 Dukku Lee Superseding Resolution No.: 2012-045 Dated: 05-29-12 General Manager
A. WATER DISCOUNT FOR INCOME -QUALIFIED SENIOR, LONG -TERM DISABLED, OR MILITARY VETERAN CUSTOMERS (Continued)
2. Adjustment of Water Bills
Income-qualified senior, long-term disabled, and military veteran residential water Customers will receive a ten percent (10%) discount applied to the water charges on their bill. For the purpose of this Rule, these water charges include the Customer Charge, Commodity Charge, Schedule W-CA charge, and Schedule W-SRA charge. The discount shall appear as a line item on the Customer’s bill. The discount shall be calculated separately for each Customer individually metered by the Utility, based upon the water charge.
Master-metered Customers that provide water Sub-metering to qualified tenants are also eligible for the water discount. The master-metered Customer shall be issued a flat discount amount equal to $5 per month . This will be multiplied by the number of income-qualified senior, long-term disabled, and military veteran tenants who are Sub-metered to the master meter.
3. Termination of Billing Discount
Once instituted, the discount shall remain in effect until any one of the following occurs:
1. The annual household income of the income-qualifying senior, long-term disabled, or military veteran person exceeds 80% of the Orange County median , according to the annual Housing and Urban Development Section 8 income guidelines.
2. For individually metered accounts, the income-qualifying senior , long-term disabled, or military veteran person is no longer named on the Customer account.
3. For master -metered accounts, the income-qualifying senior , long-term disabled, or military veteran person is no longer named as the tenant.
4. Funds allocated to the program are exhausted.
5. The Income-Qualified Senior/Long-term Disabled/Military Veteran Water Discount Program is terminated by the City Council.
4. Billing Discount
1. Income-qualified senior, long-term disabled, and military veteran Customers who are individually metered by the Utility will receive a ten percent ( 10%) discount applied to the water charges on their bill, including the Customer Charge, Commodity Charge, Schedule W- CA charge, and Schedule W-SRA charge, as shown in the following formula:
(Customer Charge + Commodity Charge + WCA + WSRA) X .10 = Water Discount
2. Master-Metered Customers
a. Master-metered Customers that provide water Sub-metering and issue water bills to their tenants shall be issued a flat monthly discount for their income-qualifying senior , long- term disabled, and military veteran tenants using the following formula:
Number of income -qualified senior, long -term disabled, and military veteran tenants X $5 = Water Discount.
The master-metered Customer shall pass this savings directly on to the income-qualified senior, long-term disabled, and military veteran tenants. b. The master -metered Customer shall maintain records of proof of payment of Customer credits to qualified tenants. The records of proof of payment of Customer credits to qualified tenants are subject to periodic review and audit by the Utility. Credits that are misappropriated are subject to recapture on the master -metered Customer bill by the Utility.
(Continued)
CITY OF ANAHEIM WATER RATES, RULES
Utilities Financial Services AND REGULATIONS
201 S. Anaheim Blvd. Page No. 3.26.3
Anaheim, CA 92805
RULE NO. 26
WATER BILL ASSISTANCE FOR INCOME-QUALIFIED CUSTOMERS
ISSUED BY: Effective: 03-01-20 by Resolution No.: 2020-020 Dated: 02-11-20 Dukku Lee Superseding Resolution No.: N/A Dated: N/A General Manager
B. EMERGENCY ASSISTANCE
Emergency Water Utility bill payment assistance is offered by the Utility to income-qualified residents, subject to available funding . Customer service representatives will provide information regarding Water Utility bill payment assistance, including the application process. Customers approved for emergency Water Utility bill payment assistance receive assistance in the form of a bill credit applied to the water charges portion of the Customer’s bill.
C. THIRD PARTY FINANCIAL ASSISTANCE
Customers experiencing financial difficulty may qualify for Water Utility bill payment assistance from a third-party local, state, or federal agency. The Utility is not directly affiliated with these agencies but provides a list of such agencies on its website . Assistance from these agencies is subject to Customers meeting the agency’s eligibility requirements and is dependent upon available funding. Payments received by the Utility from such agencies, on behalf of the Customer , shall be applied to the water charges portion of the Customer’s Utility bill.