View Case Filings for: 2020-00121

Case Number:2020-00121
Service Type:Water
Filing Date:4/8/2020
Category:Monitoring Compliance
Utilities:

Southern Water & Sewer District

Electronic Case

ELECTRONIC SOUTHERN WATER & SEWER DISTRICT METER REPLACEMENT SURCHARGE MONITORING

Docket for Case 2020-00121

Case Filings
Filing	Documents
6/13/2025 1:51:00 PM May 2025 Surcharge filing steven bailey southern water and sewer district	may_2025_appendix.pdf May 25 appendix may_2025_water_loss.pdf may 2025 water loss notice_filing_may_2025.pdf Read first surcharge_may_2025.pdf Surcharge May Bank Statement
5/15/2025 3:05:00 PM April 2025 surchage steven bailey southern water and sewer district	April_2025_Appendix.pdf April 25 appendix April_2025_CoBank_Invoice.pdf Co Bank Invoice April 2025 April_2025_Surcharge_Bank.pdf April 2025 surcharge bank accoiunt april_water_loss_2025.pdf April 25 water loss notice_april_25.pdf Read first
4/29/2025 9:46:19 AM 2024 to 2025 surcharge annual report steven bailey Southern Water and Sewer District	24_25_annual_report.pdf 2024-2025 Meter surcharge Annual Report
4/11/2025 2:04:42 PM March 2025 Surcharge steven bailey Southern Water and Sewer District	cobank_march_2025_invoice.pdf Co Bank Invoice March 25 march_2025_surcharge_bank.pdf March 25 Surcharge Bank Statement march_25_notice_surcharge.pdf Read First march_25_water_loss.pdf March 25 Water Loss March_Appendix_2025.pdf March 25 Appendix
3/17/2025 1:03:29 PM February 2025 Meter Surcharge Filing. steven bailey Southern Water	co_bank_feb_2025_invoice.pdf February 2025 co bank invoice Feb._2025_Appendix.pdf Appendix Feb._2025_Surcharge.pdf February 2025 Surcharge bank statement notice_surcharge_feb_2025.pdf Read First water_loss_february_2025.pdf February 2025 water use report.
2/14/2025 3:49:35 PM January 2025 surcharge steven bailey Southern Water	Appendix_Jan._2025.pdf Appendix jan_co_bank_invoice.pdf January 25 co bank invoice notice_filing_jan_25.pdf Notice of Filing Surcharge_Jan_2025.pdf Bank Statement water_use_january_25.pdf January water use
1/16/2025 3:45:58 PM December 2024 Surcharge steven bailey southern water and sewer district	appendix_co_bank_dec_2024.pdf Appendix December 2024 co_bank_invoice_dece_mber_2024.pdf Co Bank Invoice December 2024 December_2024_water_use.pdf Water use NOtice_filing_read_first_december_2024.pdf Read Firs surcharge_bank_dec_24.pdf December 2024 Bank Surcahrge
12/16/2024 2:56:16 PM November 2024 surcharge steven bailey Southern Water and Sewer District	Co_Bank_november_invoice_24.pdf November Co Bank Invoice notice_filing_november_24_surcharge_20_121.pdf Read First november_24_surcharge_bank.pdf November surcharge bank statement november_24_water_use_loss.pdf November 2024 water use November_Appendix_Southern_Water.pdf Appendix
11/18/2024 3:47:39 PM October 2024 Surcharge filling steven bailey Southern Water and Sewer District	appendix_october_2024.pdf October 24 appendix cobank_statement_9-30.pdf October 2024 Co Bank Invoice october_24_notice_filing.pdf Read First Peoples_Bank_9-30-2024_to_10-31-2024.pdf Surcharge October bank statement water_use_october_2024.pdf October 24 water use.
10/14/2024 2:42:05 PM September 2024 Surcharge filing. steven bailey Southern Water	loan_payment_sept_24.pdf Co Bank Loan Invoice sept_24_appendix.pdf appendix Sept_24_water_loss.pdf Water Loss september_24bank_statement_surcharge.pdf Surcharge bank account. September_notice_filing_2024.pdf Read First notice of filling September 2024
9/17/2024 4:55:32 PM August 2024 Monthly Surcharge Filing. steven bailey southern water and sewer district	august_2024_appendix.pdf August Appendix August_2024_notice_filing_20_121.pdf Read First CoBank_7-31-24_to_8-20-24.pdf August Co Bank Loan Invoice september_2024_water_loss.pdf August 2024 water use report Surcharge_July_2024_-_Aug_2024.pdf Surcharge bank statement
8/15/2024 5:16:23 PM July 2024 Surcharge Filing steven bailey Southern Water and Sewer District	co_bank_invoice_july_24.pdf Co Bank Loan Invoice July_24_surcharge_notice_file.pdf Read First july_appendix_2024.pdf July Appendix surcharege_bank_account_24.pdf July 2024 Surcharge bank statement water_loss_july_24.pdf July 2024 water loss
7/16/2024 10:00:24 AM June 2024 Surcharge Filing steven bailey Southern Water	June_2024_Appendix.pdf Appendix June_2024_Surcharge_southern.pdf Surcharge bank statement june_2024_water_loss_report.pdf Water loss report June_24_co_bank_invoice_loan.pdf Co Bank Invoice for June loan payment notice_filing_june_2024_surcharge.pdf Read first
6/14/2024 2:53:55 PM May 2024 surcharge filings. steven bailey southern water and sewer district	CO_BANK_MAY_24_INVOICE.pdf Co Bank May 2024 Invoice FRAUDULENT_CHECK.pdf Fraudulent check MAY_24_APPENDIX.pdf May 2024 Appendix May_cover_letter_20_121.pdf Read first may_water_loss_24.pdf May 2024 water loss report southern_bank_statements__APRL_30_-_MAY_31_2024.pdf May 2024 Surcharge bank statement
5/30/2024 2:14:21 PM April 2024 water loss report steven bailey southern water and sewer district	april_2024_water_loss_report.pdf Water loss report april_24_waterloss.pdf Read First
5/19/2024 10:19:44 AM April 2024 monthly surcharge filing steven bailey Southern Water and Sewer District	april_2024_co_bank_loan_invoice.pdf Co Bank April 2024 Invoice april_24_appendix.pdf Appendix april_24_notice_of_filing.pdf Read First. Notice of filing april_surcharge_bank_statement.pdf Surcharge bank statement for April of 2024.
5/8/2024 3:22:48 PM 2024 Annual Report steven bailey Southern Water	albon_meade.pdf Invoice 1 annual_report_2024.pdf Good_RG3_invoice.pdf Invoice 2 wascon_invoice_GOOD.pdf Invoice 3
5/3/2024 3:06:24 PM Order Entered: 1. Southern District’s April 5, 2024 motion for an extension is granted. 2. The April 8, 2024 deadline by which Southern District was required by the April 8, 2024 Order to file its annual report regarding its meter replacement surcharge is extended until May 8, 2024.	20240503_PSC_ORDER.pdf
4/15/2024 3:14:31 PM March 2024 Surcharge Filing. steven bailey Southern Water	march_2024_surcharge_bank_statement.pdf March 2024 Surcharge Bank Statement march_co_bank_loan_2024.pdf March Co Bank Loan notice_filing_march_2024_psc_surcharge_filing_20_121.pdf Read First. southern_appendix_march_2024.pdf March 2024 appendix water_loss_report_March_2024.pdf March water loss report
4/5/2024 4:43:26 PM motion for an additional 30 days to submit annual report. steven bailey Southern Water	motion_extension_time.pdf Motion for an additional 30 days to submit annual report
3/17/2024 10:38:28 AM February 2024 monthly filings related to meter replacement surcharge. steven bailey Southern Water and Sewer District	COBANk_invoice_feb_24.pdf February 2024 invoice for loan payment feb_24_surcharge_bank_statement.pdf February 2024 surcharge bank statement feb_appendix_2024.pdf February 2024 appendix February_24_notice_of_filing_surcharge.pdf Read First, notice of filing water_loss_report_2_of_2024.pdf Water use/loss report for February 2024.
2/15/2024 3:39:37 PM January 2024 monthly filings. steven bailey Southern Water Sewer District	appendix_surcharge_2020-00121.pdf Appendix Co_Bank_invoice_for_jan_24.pdf Co Bank Invoice for loan payment in january 2024 january_24_water_loss.pdf Water loss report Notice_fililng_jan_24.pdf Read First Peoples_Bank_Jan._31,_2024.pdf Surcharge Bank Statement
1/31/2024 1:38:13 PM Order Entered: 1. Southern District’s June 12, 2023, motion to clarify the funding source for 10 master meters is granted. 2. Southern District is authorized to use water meter replacement surcharge funds to purchase and install the 10 master meters. If any funds remain from the loan authorized in Case No. 2020-00114, Southern District is authorized to use up to $250,000 of those funds to purchase and install the master meters as well.	20240131_PSC_ORDER.pdf
1/15/2024 12:42:24 PM December 2023 monthly filings; Bank statements, appendix, water loss report Invoice for December loan payment to co-bank. steven bailey Southern Water and Sewer District	december_appendix.pdf December 2023 appendix. december_surcharge_bank_statement.pdf December 2023 bank statement December_surcharge_invoice_to_co_bank.pdf December 2023 invoice for loan payment to Co Bank december_water_loss_2023.xlsx December 2023 Water Loss Report Notice_of_filing_Dec_2023.pdf Read First Notice of filing
1/11/2024 9:34:57 AM Find Southerns response to PSCs 13th Data Request. steven bailey Southern Water and Sewer District	20_121_13th_data_request.pdf Southern Response to PSC's 13th data request. october_appendix_2023.pdf October appendix October_invoice_co_bank.pdf October Co Bank Loan invoice October_surcharge_2023.pdf October surcharge bank account. OCTOBER_wateruse_GOOD.xlsx October water use report
12/18/2023 10:01:34 AM Data Request	20231218_DATA_REQUEST.pdf
12/11/2023 2:32:57 PM November 2023 monthly filings steven bailey Southern Water and Sewer District	cobank_november_2023.pdf November 2023 co bank loan invoice notice_appendix_invoice_wlr.pdf notice of filing of appendix, water loss report and co bank loan invoice for november 2023 notice_of_filing_november_2023_bank.pdf Read First, notice of filing of surcharge bank statement for november 2023 Nov_2023_appendix.pdf November 2023 appendix Nov_23_Bank_surcharge.pdf November 2023 Surcharge bank Statement wateruse_report_november_2023.xlsx November 2023 water loss report
10/23/2023 10:32:33 AM Supplemental response to PSCs 12th data request. steven bailey southern water and sewer district	notice_filing_supplemental_response_12th_dr.pdf Read First state_electric_invoice_for_master_meter_project.pdf State Electric invoice
10/20/2023 4:02:13 PM Southerns response to KY PSC Staffs 12th data request steven bailey southern water and sewer district	12_data_request_20_121.pdf Data request response invoice_alben_meade1.pdf Albon Meade & Sons Construction wascon_invoice1.pdf Wason Invoice
10/12/2023 1:54:04 PM Data Request	20231012_DATA_REQUEST.pdf
10/12/2023 10:30:46 AM September filing steven bailey southern water and sewer district	co_bank_invoice_sept_23.pdf co bank invoice for september notice_filing_sept_surcharge_bank_statement_2023.pdf Read first notice_filing_sept_wter_loss_appendix_and.pdf read first sept_appendix.pdf appendix sept_surcharge_bank_statement.pdf September 23 bank statement for surcharge water_loss_sept_23.pdf water loss
9/12/2023 3:50:33 PM August monthly filings steven bailey Southern Water and Sewer District	August_2023_surcharge_bank_acct.pdf August 2023 surcharge bank statement August_appendix_2023.pdf August appendix CoBank_august_payment.pdf August Co Bank Loan Payment notice_filing_aug_bank.pdf August 2023 Surcharge bank account notice_filling_apendix.pdf Read First wateruse_(1)_(1)_(4)_August_23.xlsx Water loss report august 2023
8/14/2023 11:50:40 AM July 2023 monthly filings steven bailey southern water and sewer district	Co_bank_loan_invoice_july_23.pdf CoBank Loan invoice for July 2023 loan payment. July_2023_appendix.pdf July 2023 Appendix July_2023_surcharge_bank_account.pdf July 2023 Surcharge bank account. July_2023_water_loss_report_wateruse_(1)_(1)_(3).xlsx July 2023 Water Loss Report notice_appendix_and_invoice_for_cobank_loan_july_2023.pdf Notice of filing appendix and invoice for july 2023 CoBank loan payment notice_filing_water_loss_report_july_2023.pdf Notice of filing of Water Loss Report notice_surcharge_bank_account_july_2023.pdf Notice filing of surcharge bank account
8/4/2023 10:13:06 AM Order Entered: 1. Southern District’s motion to utilize surcharge proceeds for purchase of 50 RG3 water meters is granted. 2. Southern District shall not spend or encumber surcharge proceeds without prior Commission approval.	20230804_PSC_ORDER.pdf
7/14/2023 4:12:04 PM June 2023 Monthly Filing: Co Bank Loan Invoice, Appendix, Water Loss Report and Surcharge bank account statement. Steven Bailey southern water and sewer district	June_2023_co_bank_invoice.pdf June 2023 Co Bank Invoice for loan payment for month of June 2023. June_2023_Surcharge_bank_account.pdf June 2023 Surcharge Bank Account Statement June_2023_water_loss_report_wateruse_(1)_(1)_(1).xlsx June 2023 Water Loss report june_23_appendix.pdf June 2023 Appendix notice_filing_june_23_surcharge_bank_account.pdf Read First. Notice of Filing of June 2023 Surcharge Bank Account Statement notice_invoice,_appendix_and_water_loss_june_2023.pdf Notice of filing of June 2023 Co Bank Loan Invoice for month of June 2023, Appendix, and Water Loss report
6/14/2023 3:16:33 PM May 2023 Water Loss report Steven Bailey southern water and sewer district	Notice_filing_may_water_loss_report.pdf Read First wateruse_loss_report_may_2023.xlsx May 2023 water loss report
6/14/2023 3:04:21 PM Appendix and May 2023 Co bank loan payment Steven Bailey southern water and sewer district	appendix_may_2023.pdf May 2023 Appendix co_bank_loan_may_payment_invoice.pdf May 2023 co bank loan payment invoice notice_of_filing_appendix_and_may_23_co_bank_loan_payment.pdf Read First
6/14/2023 2:52:45 PM May 2023 Surcharge bank account statement. Steven Bailey southern water and sewer district	invoice_alben_meade.pdf Albon Meade Invoice may_surcharge_bank_account.pdf May Surcharge bank account Notice_20-121_May_surcharge.pdf Read First. wascon_invoice.pdf Wascon Invoice
6/12/2023 2:13:28 PM Notice of filing of RG3 invoice for 50 additional AMR water meters. steven bailey Southern Water and Sewer District	notice_of_filing_of_rg3_invoice.pdf Notice of filing of RG3 invoice for 50 additional water meters rg3_invoice_for_50_more_wter_meters.pdf RG3 invoice for 50 additional water meters
6/12/2023 2:05:32 PM Motion for permission to pay invoice for 50 additional AMR meters. steven bailey Southern Water and Sewer District	Motion_pay_for_50_more_AMR_meters_in_20_121.pdf Motion for approval to pay invoice for 50 additional AMR meters.
6/12/2023 2:03:21 PM Motion to clarify March 17, 2021 Order. steven bailey Southern Water and Sewer District	motion_clarify_3_17_2021_Order_in_case_20-121.pdf Motion to clarify March 17, 2021 Order in Case 20-121
5/18/2023 3:15:48 PM Response to PSC Staffs 11th Data Request steven bailey Southern Water and Sewer District	Exhibit_1_Peoples_bank.pdf Exhibit 1. Exhibit_2_RG3_contract_with_Southern.pdf Exhibit 2. Response to Numerical Exhibit_3_green_slip_for_certified_letter_to_rg3.pdf Exhibit 3 Exhibit_3_Letter_to_RG3.pdf Exhibit 3 exhibit_4_September_2022_appendix.pdf Exhibit 4 Exhibit_5_excel.pdf Exhibit 5 Response_to_11th_data_request.pdf Response to PSC's 11th data request. verifications_5_18_23.pdf Verifications.
5/18/2023 12:32:43 PM April 2023 Water Loss Report steven bailey southern water district	Notice_of_filing_Water_loss_report_april_2023.pdf Read First, Notice of filing April 2023 water loss report Water_loss_report_for_april_2023.pdf April 2023 Water Loss Report
5/15/2023 11:54:15 AM April monthly filing steven bailey Southern Water and Sewer District	april_2023_worksheet.pdf April 2023 worksheet april_bank_statement_surcharge.pdf April 2023 bank statement Cobank_invoice_april_2023.pdf CoBank Invoice for April 2023 loan payment notice_of__filing_surcharge_bank_may_2023.pdf Read First, notice of filing
4/25/2023 3:00:53 PM Data Request	20230425_DATA_REQUEST.pdf
4/15/2023 11:39:18 AM March 2023 monthly filing steven bailey southern water and sewer district	Appendix.pdf march 2023 appendix Co_Bank_Invoice_march_2023.pdf March 2023 Co Bank Invoice March_2023_surcharge_bank_statement_redacted.pdf March 2023 Surcharge bank account statement notice_filing_appendix_for_march_2023.pdf notice of filing of March 2023 Appendix notice_filing_CoBank_invoice_for_march_23.pdf Notice of filing March 2023 CoBank Invoice notice_filing_surcharge_bank_account_for_march_2023.pdf Notice of filing March 2023 Surcharge bank account notice_filing_water_loss_report_march_23.pdf Notice of filing march 2023 water loss report water_loss_report_march_2023.pdf march 2023 water loss report
4/11/2023 9:39:30 AM April 2022 to March 2023 Water Loss Report. Attachment to annual report steven bailey Southern Water and Sewer District	Notice_filing_water_loss_report_from_april_22_to_march_23.pdf Read First. Notice of filing Water_Loss_reports_april_22_to_march_23.pdf Water Loss Reports from April 2022 until March 2023
4/10/2023 5:04:13 PM 2023 annual report with attachments steven bailey Southern Water	albon_meade_labour_6850.pdf Albon Meade labor invoice clmap_on_ultrasonic_4214.pdf Clamp On Ultrasonic master meter invoice Good_annual_report_GOOD.pdf 2023 Annual report March_2023_surcharge_bank.pdf march 2023 surcharge bank account telemtry_4430.pdf Master Meter Telemetry invoice
3/13/2023 4:34:08 PM February 2023 water loss report steven bailey southern water and sewer district	February_2023_notice_of_filing_water_loss_report.pdf Read First February_2023_water_loss_report.pdf February 2023 Water Loss report
3/13/2023 4:31:06 PM February monthly filing. Surcharge bank account, Appendix, and Co Bank invoice. steven bailey southern water and sewer district	Appendix_february_2023.pdf February 2023 appendix Co_Bank_Invoice_february_2023.pdf Co Bank Invoice for February 2023 invoice notice_filing_bank_statement_surcharge_feb_23.pdf Notice of filing surcharge bank statement for February 2023 notice_of_filing_appendix.pdf Notice of filing of Appendix Surcharge_bank_account_february_2023.pdf February 2023 Surcharge bank statement
2/14/2023 2:49:16 PM January 2023 Water Loss report steven bailey Southern Water and Sewer District	jan_2023_water_loss_report.pdf January 2023 water loss report notice_of_filing_jan_2023_water_loss_report.pdf Read First
2/14/2023 2:46:19 PM January 2023 Appendix steven bailey Southern Water and Sewer District	jan_2023_appendix_filing.pdf Read First jan_2023_appendix_monthly_filing.pdf January 2023 appendix
2/14/2023 2:43:28 PM January 2023 monthly filings for Surcharge steven bailey Southern Water and Sewer District	jan_2023_bank_statement_for_co_bank_loan_surcharge.pdf Bank Statement jan_2023_co_bank_loan_bank_statement_and_invoice.pdf Read first jan_2023_co_bank_loan_payment_invoice.pdf Co Bank Invoice
1/15/2023 10:40:51 AM December 2022 CoBank Invoice to service new water meter debt steven bailey southern water and sewer district	CoBank_loan_december_2022.pdf December 2022 invoice for new water meter loan deceber_2022.pdf Read First: Notice of filing of December 2022 Co Bank Loan Invoice
1/13/2023 4:29:00 PM December 2022 Surcharge bank account steven bailey Southern Water and Sewer District	December_surcharge_bank_account.pdf December surcharge bank statement December_surcharge_form.pdf December Surcharge form notice_filing_december_surcharge_bank_statement.pdf Read First
1/13/2023 4:16:06 PM December 2022 and year of 2022 water loss reports steven bailey Southern Water and Sewer District	notice_of_filing_of_december_2022_water_loss_report.pdf Read first Water_loss_reports_2022_and_december_2022.pdf Water loss reports for December 2022 and the year of 2022
12/14/2022 3:11:52 PM November Water Loss report steven bailey southern water and sewer district	notice_of_filing_november_water_loss_report.pdf Read First November_water_loss_report.pdf November water loss report
12/13/2022 3:53:37 PM Verification for Randy Conley. Mr. Conley provided the water loss reports for months of March 2022 through October 2022. steven bailey southern water and sewer district	randy_conley_verification_for_water_loss_reports.pdf Randy Conley Verification regarding water loss reports
12/13/2022 3:51:32 PM Southerns Water Loss reports for the months of March 2022 until October 2022 pursuant to the PSCs Order dated November 7, 2022, Ordering Numerical 4. steven bailey southern water and sewer district	notice_of_filing_of_water_loss_reports_march_thru_october_2022.pdf Read First Waterloss_2022_12_12_22.xlsx Water Loss reports for months March 2022 through October 2022
12/13/2022 3:44:26 PM Verification of Paula Burke for the answers she provided to PSC Staffs 10th request for information. steven bailey southern water and sewer district	notice_of_filing_of_paulas_verification_for_10_data_request_in_20_121.pdf Read First paula_verfication_10th_data_request_in_20_121.pdf Paula Burke Verification
12/13/2022 3:34:14 PM November 2022 Surcharge Bank Statement steven bailey southern water and sewer district	november_surcharge_bank_statement_1.pdf November 2022 Surcharge bank statement
12/13/2022 1:48:54 PM November 2022 meter surcharge bank statement steven bailey Southern Water and Sewer District	co_bank_invoice_for_november_2022_loan_payment.pdf Co Bank Invoice for November loan payment November_2022_surcharge_bank_monthly_statement__read_first.pdf Read First november_2022_surcharge_form.pdf Completed form for monthly surcharge fillings paula_verfication_10th_data_request_in_20_121.pdf Verification of Paula Burke
12/12/2022 3:57:52 PM Southerns response to PSC Staffs 10th request for information. steven bailey Southern Water and Sewer District	20_121_10th_data_request.pdf Southern Water & Sewer District's response to PSC Staff's 10th data request.
11/28/2022 2:36:26 PM Data Request	20221128_DATA_REQUEST.pdf
11/22/2022 2:35:52 PM Order Entered: Southern District’s motion is granted and its November 2022 activity report shall be filed on November 22, 2022.	20221122_PSC_ORDER.pdf
11/22/2022 11:56:39 AM October 2022 Surcharge Monitoring steven bailey southern water and sewer district	CoBank_Invoice_october_2022.pdf October CoBank Invoice exhibit_october_2022_surcharge_form.pdf Exhibit to surcharge bank statement October_2022_notice_of_filing_surcharge_bank.pdf Read first October_surcharge_2022.pdf October Surcharge Bank Statement
11/11/2022 3:51:35 PM Motion for extension of time to file November 2022 monthly surcharge report steven bailey southern water and sewer district	motion_extension_of_time_to_file_monthly_report_20_121.pdf Motion for extension of time to file november 2022 monthly surcharge report
11/7/2022 2:40:54 PM Order Entered: 1. Southern District’s second annual progress report is accepted. 2. There shall be no change in the surcharge amount at this time. 3. On the fifteenth day of the month, Southern District shall file with the Commission a monthly water loss report and a monthly activity report that includes the statement of surcharge billings, collections, and deposits attached to this Order as an Appendix; a monthly bank statement; a list of each payment from the surcharge account, its payee, and a description of the purpose; and invoices supporting each payment. 4. On or before December 15, 2022, Southern District shall file monthly water loss reports for March 2022 through October 2022 into the record of this proceeding. 5. Southern District’s next annual progress report shall be filed on April 10, 2023.	20221107_PSC_ORDER.pdf
10/20/2022 10:20:10 AM Notice of filing of Revised Appendix to PSCs 9th Data Request steven bailey Southern Water	notice_of_filing_20_121_10_20_22.pdf Read First revised_appendix_20_121_10_20_22.pdf Revised Appendix
10/14/2022 2:53:58 PM Southerns response to PSCs 9th data request. steven bailey Southern Water and Sewer District	Appendix_to_data_request_2020_121.pdf Appendix resonse_to_9_data_request.pdf Data request responses Verification_for_paula_9th_data_request.pdf Verification of answers by Paula Burke
10/7/2022 1:05:56 PM Notice of filing September 2022 surcharge bank account steven bailey Southern Water and Sewer District	Notice_of_filing_september_2022_surcharge_bank_statement.pdf Read First September_bank_statement.pdf September 2022 surcharge bank statement
9/27/2022 3:42:05 PM Data Request	20220927_DATA_REQUEST.pdf
9/7/2022 11:29:34 AM August Surcharge bank account steven bailey Southern Water and Sewer District	notice_filing_surcharge_bank_account_aug.pdf Read First surcharge_bank_account_August_2022.pdf August 2022 Surcharge bank account
8/3/2022 1:05:35 PM July 2022 surcharge bank statement steven bailey southern water and sewer district	July_2022_notice_of_filing_surcharge_bank_statement.pdf Read first july_2022_surcharge_bank_account.pdf July 2022 surcharge bank account
7/8/2022 12:19:16 PM June 2022 surcharge bank account pursuant to PSCs April 8, 2020 Order. steven bailey southern water and sewer district	june__2022_surcharge_bank_account.pdf June 2022 Surcharge bank account june_2022_surcharge_notice_of_filing_20_121.pdf Read First
6/30/2022 5:20:30 PM Souther 8th response to PSC-8th data request Steven Bailey Southern Water	8th_data_request_response_6_30_22.pdf 8th data response from Southern Water paula_verification_6_29_22.pdf Paula Burke verification
6/14/2022 2:20:04 PM Data Request	20220614_DATA_REQUEST.pdf
6/10/2022 11:34:08 AM May 2022 Surcharge bank account steven bailey southern water and sewer district	may_2022_bank_statement_surcharge.pdf notice_of_filing_may_2022_surcharge_bank_statement__Read_First.pdf Read First
6/2/2022 2:37:25 PM Surcharge bank account May 2022 steven bailey southern water and sewer district	may_2022_bank_account.pdf May 2022 surcharge bank statement May_2022_surcharge_bank_account_letter.pdf Read first
5/17/2022 3:33:27 PM Southerns response to PSCs 7th data request. steven bailey Southern Water	ex_A.pdf Exhibit A ex_B.pdf Exhibit B exhibit_C.pdf Exhibit C exhibit_D.pdf Exhibit D exhibit_E.pdf Exhibit E exhibit_G.pdf Exhibit G exhibit_H.pdf Exhibit H good_exhibit_F.pdf Exhibit F Southern_response_to_7th_data_request_20_121.pdf Southern's response to PSC's 7th data request verifications.pdf Verifications
5/10/2022 1:12:33 PM April 2022 Surcharge Bank Statement steven bailey Southern Water	Co_Bank_Check.pdf April Surcharge Bank Statement Cover_letter_april_2022_surcharge_bank_statement.pdf Read First good_co_bank_check.pdf Co Bank check for april and may debt service.
4/25/2022 3:13:52 PM Data Request	20220425_DATA_REQUEST.pdf
4/8/2022 3:04:13 PM Annual report steven bailey southern water and sewer district	4_8_22_Annual_report_20-121.pdf Annual Report annual_report_cover_letter.pdf Read First map_of_master_meter_placement_(1).pdf Exhibit 2: Map of proposed locations for master meters. march_2022_surcharge_bank_statement.pdf Exhibit 3: Surcharge bank statement wason_quotes.pdf Exhibit 1; Quotes for master meter and telemtry water_loss_april_21_to_feb_22.pdf Exhibit 4 Water Loss Reports
4/6/2022 11:59:10 AM March 2022 Surcharge bank statement steven bailey Southern Water	cover_letter_march_bank_surcharge.pdf Read First march_2022_surcharge_bank_statement.pdf March 2022 bank statement
3/14/2022 10:01:18 AM February 2022 surcharge bank statement steven bailey Southern Water	Feb_2022_bank.pdf Read First feb_bank_statement_2022.pdf February 2022 bank statement
3/14/2022 9:59:41 AM January 2022 Surcharge bank statement steven bailey Southern Water	Jan_2022_bank.pdf January 2022 surcharge bank statement jan_bank_statement.pdf Read first
1/19/2022 4:33:46 PM December surcharge bank account steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_December_2021__bank_statement_1.pdf Read First Southern_water_december_surcharge_bank_account.pdf December 2021 surcharge bank account
12/3/2021 2:13:18 PM Response to PSC’s April 8, 2020 Order in 2020-121: November 2021 Surcharge bank statement steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_november_2021__bank_statement.pdf Read First November_surcharge_bank_statement.pdf November surcharge bank statement
11/30/2021 3:45:41 PM Response to Ordering Numerical 5 to PSCs 10/1/2021 Order. steven bailey bailey law office	10_1_21_Rsponse_.pdf Response to Ordering Paragraph 5 of PSC's 10/1/21 Order
11/17/2021 2:22:27 PM Status update of Master Meter Project steven bailey southern water and sewer district	notice_of_filing_Master_meter_project_update_.pdf Status of Master Meter Project.
11/2/2021 10:47:44 AM October Surcharge bank account steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_October_2021__bank_statement_.pdf Read First October_2021_surcharge_bank_acct.pdf October surcharge bank account
10/5/2021 12:29:29 PM Response to PSCs September 22, 2021 Order, including UMG invoices and minutes approving revised UMG contract steven bailey southern water and sewer district	Cover_letter_notice_filinig_UMG_.pdf Read First Southern_minutes_UMG_contract.pdf Board minutes approving UMG contract. UMG_invoices_may_thru_august.pdf UMG invoices may through august 2021
10/5/2021 10:41:07 AM September 2021 Surcharge bank account. steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_September_2021__bank_statement_.pdf Read First southern_water_surcharge_bank_10_5_21_september.pdf September 2021 surcharge bank statement
10/1/2021 11:53:37 AM Order Entered: 1. Southern District’s annual progress report and revised annual progress report are accepted in the interest of administrative economy. 2. Southern District shall continue to implement its meter replacement surcharge and program as set forth in the April 8, 2020 and March 17, 2021 Orders in this proceeding. 3. Ordering paragraph 12 of the April 8, 2020 Order in this proceeding and Ordering paragraph 7 of the March 17, 2021 Order in this proceeding are stricken and replaced with the following: Southern District shall file a new rate application pursuant to 807 KAR 5:076 on or before April 1, 2022. 4. Southern District shall file its next annual progress report of the meter replacement surcharge and program as described in this Order on April 8, 2022. 5. Southern District shall file a report into the record of this proceeding detailing what steps it has taken to ensure that its next annual progress report is accurate, complete, and timely filed by December 1, 2021.	20211001_PSC_ORDER.pdf
9/22/2021 12:09:16 PM Order Entered: 1. Southern District’s motion is granted. 2. The September 1, 2021 amendment to Southern District’s management agreement with UMG is approved. 3. On or before October 29, 2021, Southern District shall file copies of all minutes of the board meeting at which Southern District approved the management agreement with UMG, and copies of UMG’s monthly invoices for June 2021 through September 2021.	20210922_PSC_ORDER.pdf
9/3/2021 2:45:59 PM Motion to approve modification to UMG Contract. steven bailey southern water and sewer district	motion_to_approve_umg_contract_.pdf Motion to approve modification of UMG Southern Contract. UMG_southern_contract_and_amendment.pdf Original UMG Southern contract and amendment
9/2/2021 3:03:52 PM August Surcharge bank statement steven bailey southern water and sewer district	August_surcharge_statement.pdf August surcharge bank statement Cover_letter_response_to_2020_121_final_order_August_2021__bank_statement_.pdf Read First
8/19/2021 2:47:01 PM Response to 6th data request steven bailey Southern Water	cover_sheet_6th_data_requst_8_19_21.pdf Read First Scan2021-08-19_142658.pdf Response to 1a Scan2021-08-19_144118.pdf Response to 1b
8/10/2021 1:56:16 PM Data Request	20210810_DATA_REQUEST.pdf
8/6/2021 4:49:28 PM Attachment to 5th data request steven bailey southern water and sewer district	Scan2021-08-06_164813.pdf Attachment to data response
8/6/2021 4:15:23 PM Response to PSCs 5th data request steven bailey southern water and sewer district	data_request_response_20_121__UMG_contract_extension.pdf Data request responses PSC_5th_data_request_.pdf Read First
8/6/2021 3:23:35 PM July 2021 Surcharge bank statement steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_July_2021__bank_statement_.pdf Read First Scan2021-08-06_151800.pdf July 2021 bank statement
8/5/2021 1:13:18 PM Order Entered: 1. Southern District’s motion for a 17-day extension of time is denied. 2. Southern District is granted a 7-day extension of time in which to file a response to Staff’s Fifth Request for Information. 3. Southern District shall file its response to Staff’s Fifth Request on or before August 6, 2021.	20210805_PSC_ORDER.pdf
7/30/2021 3:25:02 PM Motion for additional time to respond to PSCs 5th data request steven bailey southern water and sewer district	motion_for_additional_time_to_respond_to_data_request_.pdf Motion for additional time to respond to data request
7/28/2021 3:54:28 PM Order Entered: Southern District shall file either a response to Staff’s Fifth Request or a motion for an extension of time to file such a response on or before July 30, 2021.	20210728_PSC_ORDER.pdf
7/27/2021 9:50:32 AM Request extension of time to response to 5th data request steven bailey southern water and sewer district	request_extension_of_time_20-121.pdf Motion for extension of time to response to data request
7/9/2021 3:51:04 PM Data Request	20210709_DATA_REQUEST.pdf
7/2/2021 2:17:11 PM Surcharge bank account monthly report steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_June_2021__bank_statement_.pdf Read first southern_june_surcharge_bank.pdf June bank statement
6/24/2021 3:18:15 PM Master Meter Construction plan and timeline pursuant to 3/17/21 Order in 20-121 STEVEN BAILEY southern water and sewer district	cover_sheet_master_meter_plan_.pdf Read First Master_meter_attachment_2.pdf Attachment 2 Master_meter_attachments.pdf Attachment 1 master_meter_timeline_and_construction_plan_6_23_21.pdf Master meter construction plan and timeline
6/11/2021 11:44:05 AM Response to June 10, 2021 Data Request steven bailey Southern Water	cover_letter_response_to_6_10_21_data_request_UMG_invoices_.pdf Read First UMG_invoices.pdf UMG invoices
6/10/2021 8:39:31 AM Data Request	20210610_DATA_REQUEST.pdf
6/9/2021 3:52:17 PM May surcharge bank statement steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_May_2021__bank_statement_.pdf Read first May_2021_surcharge_bank.pdf May 2021 bank statement
6/7/2021 6:06:14 PM Response to May 19, 2021 data request steven bailey southern water and sewer district	20_121_data_request_UMG_.pdf Read First Response_to_data_request_20-121__6_7__21.pdf Response to 5/19/21 data request
6/1/2021 4:10:57 PM Water loss reports, attachment to revised annual report steven bailey Southern Water	WATER_LOSS_REPORTS.pdf Attachment to annual report
6/1/2021 3:56:31 PM Revised annual report steven bailey Southern Water	revised_annual_report.pdf
5/19/2021 3:48:27 PM Data Request	20210519_DATA_REQUEST.pdf
5/13/2021 9:58:27 AM Notice of intent to file amended annual progress report STEVEN BAILEY southern water and sewer district	notice_of_intent_to_file_amended_annual_progress_report_20_121.pdf
5/7/2021 3:31:44 PM Annual Progress Report of meter replacement plan/surcharge STEVEN BAILEY southern water and sewer district	20_21_annual_progress_report.pdf Annual progress report Cover_letter_response_to_2020_121_annual_progress_report.pdf Read First
5/3/2021 3:08:04 PM Response to Order, April 2021 Surcharge bank info STEVEN BAILEY southern water and sewer district	April_30_2021_surcharge_bank_account_statement.pdf April 2021 Bank Statement Cover_letter_response_to_2020_121_final_order_March_2021__bank_statement_.pdf Read First
4/27/2021 11:38:55 AM Order Entered: 1. Southern District’s motion for an extension of time is granted. 2. Southern District shall file its annual progress report on the meter replacement program and surcharge on or before May 8, 2021.	20210427_PSC_ORDER.pdf
4/26/2021 3:04:39 PM Motion for additional time to respond to numerical 10 of 4/8/20 Order STEVEN BAILEY southern water and sewer district	motion_for_additional_time_to_answer_4_8_20_Order_in_Case__20-121.pdf Motion for additional time
4/20/2021 3:59:19 PM Response to PSC order dated 4/8/20, numerical 10 STEVEN BAILEY southern water and sewer district	20-121_response_to_4_8_20_Order.pdf Read First amr_meter_program_expenses.pdf Expenses
4/20/2021 2:09:53 PM Response to 4/8/20 Order, numerical 11 STEVEN BAILEY southern water and sewer district	20-121_response_to_4_8_20_Order__numerical_11_completion_of_project.pdf Response to Numerical 11 of 4/8/21
4/15/2021 3:20:53 PM March 2021 bank statement STEVEN BAILEY southern water and sewer district	Cover_letter_response_to_2020_121_final_order_March_21__bank_statement_.pdf Read first march_2021_surcharge_bank_statement.pdf Surcharge bank statement march 2021
3/17/2021 2:59:31 PM Order Entered: 1. Southern District’s motion and amended motion to use meter replacement surcharge funds to purchase and replace AMR meters and master meters is granted. 2. Southern District’s request for a CPCN to purchase and install up to ten master meters is granted. 3. Southern District is authorized to use up to $250,000 of the remaining proceeds of the loan approved in Case No. 2020-00114¹? to purchase and install up to ten master meters. 4. Within 45 days of the date of this Order, Southern District shall file the project timeline and detailed construction plan. 5. Southern District shall file notice with the Commission within 30 days of the completion of the installation of up to ten master meters.	20210317_PSC_ORDER.pdf
3/4/2021 11:38:19 AM Response to final order STEVEN BAILEY southern water and sewer district	Cover_letter_response_to_2020_121_final_order_Feb_21__bank_statement_.pdf Read First Feb_2021_surcharge_bank_statement.pdf February 2021 surcharge bank statement
2/23/2021 12:42:16 PM Response to data request Steven Bailey Southern Water	master_meter_quotes_20-121.pdf Master Meter quotes response_to_data_request_20-121__attachment.pdf Read First
2/23/2021 12:25:50 PM Response to February 15, 2021 Data request Steven Bailey Southern Water	Read_First_response_to_data_request_20-121.pdf Read First response_to_data_request_20-121.pdf Response to 2/5/21 Data Request
2/22/2021 10:45:55 AM Order Entered: Southern District shall use the meter surcharge bank account for the sole purpose of depositing meter surcharge funds collected, and withdrawal of funds to pay expenses authorized by the Commission, and shall not intermingle other funds with the meter surcharge funds in the meter surcharge bank account.	20210222_PSC_ORDER.pdf
2/15/2021 7:14:54 AM Data Request	20210215_DATA_REQUEST.pdf
2/11/2021 11:12:57 AM January 2021 Bank Statement Steven Bailey bailey law office	Cover_letter_response_to_2020_121_final_order_Jan__bank_statement_.pdf Read First Surcharge_January_21.pdf
2/11/2021 11:11:25 AM December bank statement Steven Bailey bailey law office	Cover_letter_response_to_2020_121_final_order_December_bank_statement_.pdf Read First December_20_Surcharge.pdf December Bank Statement
2/8/2021 3:58:51 PM Exhibit A to Application Letter to Dept. Local Government STEVEN BAILEY southern water and sewer district	DLG_letter.pdf Exhibit A Letter to DLG
1/25/2021 2:08:57 PM Amended motion STEVEN BAILEY southern water and sewer district	Motion_to_use_funds_to_buy_master_meters_1_25_21__PSC_20-122.pdf Motion to amend 12/2/20 motion
1/20/2021 3:29:36 PM Response to data request entered 12/18/20 STEVEN BAILEY southern water and sewer district	Cover_Letter_REquest_for_info_20-121.pdf Read first cover letter data_request_20-121.pdf Response to data request issued 12/18/20
1/6/2021 1:59:28 PM Order Entered: 1. Southern District’s motion for an extension of time is granted. 2. Southern District shall file its response to Staff’s First Request on or before January 22, 2021.	20210106_PSC_ORDER.pdf
12/31/2020 12:10:32 PM Motion for additional time to respond to data request steven bailey southern water and sewer district	motion_for_additional_time_to_answer_data_request_20-121.pdf Motion for additional 15 days to respond to data request
12/18/2020 7:43:54 AM Data Request	20201218_DATA_REQUEST.pdf
12/2/2020 11:22:24 AM MOTION FOR KY PUBLIC SERVICE COMMISSION APPROVAL OF USE OF FUNDS FROM SURCHARGE ACCOUNT steven bailey southern water and sewer district	Motion_to_use_funds_to_buy_master_meters_12_2_20.pdf MOTION FOR KY PUBLIC SERVICE COMMISSION APPROVAL OF USE OF FUNDS FROM SURCHARGE ACCOUNT
12/2/2020 10:37:15 AM Response to Order: Surcharge bank statement steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_NOvember_bank_statement_.pdf Read first, cover letter surcharge_bank_account_for_november_2020.pdf November surcharge bankaccount
11/3/2020 12:28:05 PM Response to Order Steven Bailey Southern Water	Cover_letter_response_to_2020_121_final_order_October_bank_statement_.pdf Read first Cover letter October_surcharge_bank_account.pdf Surcharge Bank Account (Describe File)
10/2/2020 12:07:36 PM Response to 4/8/20 Order steven bailey southern water and sewer district	Cover_letter_response_to_2020_121_final_order_September_bank_statement_.pdf Read First. Cover letter Surcharge_bank_accou8nt_aug_31_to_sept_30_2020.pdf September Bank Statement for surcharge.
9/9/2020 2:34:37 PM Response to final order steven bailey southern water and sewer district	Aug_31_bank_statement.pdf Bank statement for surcharge. Cover_letter_response_to_2020_121_final_order_Sept_9__2020.pdf Read First
8/17/2020 3:00:30 PM Response to Order Steven Bailey Southern Water	Cover_letter_response_to_2020_121_final_order_August_17__2020.pdf Read First Surcharge_bank_account_june_30_to_july_31_2020.pdf Surcharge bank account
7/21/2020 12:57:45 PM Affidavit of Chairman regarding interest rate of cobank loan Steven Bailey Southern Water	Prater_affadavit_CoBank_interest_rate.pdf Chairman's affidavit
7/17/2020 10:10:01 AM Co Bank and Southern Promissory note. steven bailey southern water and sewer district	SWSD-Promissory_Note.pdf Co Bank Promissory note
7/16/2020 2:00:38 PM Invoice for Checks for surcharge account steven bailey southern	Cover_letter_response_to_2020_121_final_order_July_15__2020__invoice_for_checks.pdf Read First cover letter Invoice_for_checks_June_2020.pdf Invoice for purchase of checks for surcharge bank account
7/14/2020 1:39:22 PM Response to Final Order July 15 2020 Surcharge information Steven Bailey Southern Water	Cover_letter_response_to_2020_121_final_order_July_15__2020.pdf Read First Cover Letter May_31_to_June_30_surcharge_bank_account.pdf Surcharge bank account
6/29/2020 10:14:58 AM Response to May 15, 2020 Order in 2020-121 Ordering Paragraph numerical 4. Steven Bailey Southern Water	May_15_surcharge_activity_report.pdf Activity report Read_First___Cover_letter_response_to_2020_121_final_order_May_15_2020.pdf Read First Swsd_April_1_surcharge.pdf April Bank Account SWSD_May_1_(1)_Surcharge.pdf May Bank Account
5/15/2020 11:20:49 AM Response to Ordering Numerical 4 of PSCs April 8 2020 Order. Response to April 8, 2020 Order southern water and sewer district	2020-121_response_to_april_2020_order.pdf Response to April 8 Order Peoples_bank_surcharge_april_2020.pdf Surcharge Bank Account.
4/8/2020 1:00:21 PM Order Entered: 1. This case is opened to monitor Southern District's meter replacement surcharge proceeds collection and expenses. 2. The records of Case Nos. 2019-00131 and 2019-00328 are incorporated by reference in Case No. 2020-00121. 3. Southern District shall deposit surcharge collections in a separate interest-bearing account. 4. On the fifteenth day of each month for 60 months from the date of this Order or until all surcharge proceeds are expended, Southern District shall file with the Commission a monthly activity report that includes a statement of monthly surcharge billings and collections; a monthly surcharge bank statement; a list of each payment from the account, its payee, and a description of the purpose; and invoices supporting each payment.5. Southern District shall not use any surcharge proceeds for reimbursement of meter replacement expenses incurred prior to November 7, 2019, when the final Order was issued in Case No. 2019-00131. 6. Southern District shall consider all surcharge collections as contributions and shall account for them in the manner that the Uniform System of Accounts for Class A and B Water Districts and Associations prescribes. 7. Southern District shall debit monthly billings for the surcharge to customers' accounts receivable and credit the contribution account. 8. When Southern District collects the surcharge from the customers, it shall debit special funds and credit the customer account.	20200408_PSC_ORDER.pdf

Kentucky Public Service Commission

View Case Filings for: 2020-00121