Kentucky Public Service Commission


View Case Filings for: 2023-00090


Case Number:2023-00090
Service Type:Water
Filing Date:4/20/2023
Category:Regular
Utilities:

Henry County Water District #2


Electronic Case
Case Nature:

ELECTRONIC APPLICATION OF HENRY COUNTY WATER DISTRICT #2 FOR AN ALTERNATIVE RATE ADJUSTMENT PURSUANT TO 807 KAR 5:076









Case Filings
FilingDocuments
10/24/2023 4:28:11 PM

Final Order Entered: 1. The recommendations contained in the Commission Staff’s Report are adopted and incorporated by reference into this Order as if fully set out herein. 2. The water service rates proposed by Henry District #2 are denied. 3. The rates set forth in the Appendix A to this Order are approved for services rendered by Henry District #2 on or after November 5, 2023. 4. The Nonrecurring Charges set forth in the Appendix A to this Order are approved for service rendered by Henry District #2 on or after November 5, 2023. 5. Within 20 days of the date of service of this Order, Henry District #2 shall file with this Commission, using the Commission’s electronic Tariff Filing System, new tariff sheets setting forth the rates and charges approved herein and their effective date, and stating that the rates and charges were authorized by this Order. 6. Henry District #2 shall use the midpoint of the depreciable lives of the National Association of Regulatory Utility Commissioners ranges, as proposed in the application and agreed upon by Staff, to depreciate water plant assets for accounting purposes in all future reporting periods. No adjustment to accumulated depreciation or retained earnings should be made to account for this change in the accounting estimate. 7. This case is closed and removed from the Commission’s docket.


9/29/2023 5:18:04 AM

Henry County Water District #2s Response to PSC Staff Report


Steven Keith Morris Henry County Water District #2

response_to_PSC_staff_report.pdf

Henry County Water District #2's Response to PSC Staff Report

9/15/2023 11:14:48 AM

Staff Report


7/25/2023 2:14:41 PM

Item #6 Excel


Steven Keith Morris Henry County Water District #2

Item_6_Employee_16_excel.xlsx

Excel Format Retiree

7/25/2023 2:09:00 PM

Item #6 Employee


Steven Keith Morris Henry County Water District #2

7/25/2023 2:06:23 PM

Item 5 Explain Layne invoice from 2021


Steven Keith Morris Henry County Water District #2

Item_5_Layne_Invoice_Explain.pdf

Explanation of Layne Invoice

7/25/2023 1:52:18 PM

Item 4 2021 detailed fixed asset list


Steven Keith Morris Henry County Water District #2

Item_4_Henry_County_Water_District___2Depreciation_2021.xls

Item 4 Detailed Asset 2021 List Raisor, Zapp, & Woods Accounting

7/25/2023 1:46:36 PM

Item 3 Non Recurring Charges Cost Justification


Steven Keith Morris Henry County Water District #2

Item_3_Non_recurring_charges.pdf

Item 3 Non Recurring Charges Cost Justification

7/25/2023 1:44:17 PM

Item 2 Explain differences in data


Steven Keith Morris Henry County Water District #2

Item_2_Late_Charges.pdf

Item 2 Explain differences in data from previous info provided in order

7/25/2023 1:37:52 PM

Item 1 Forfeited Discounts Breakdown


Steven Keith Morris Henry County Water District #2

7/25/2023 1:34:22 PM

Letter Stating who prepared and supervised each response to PSC


Steven Keith Morris Henry County Water District #2

Letter_Case_No_2023_00090.pdf

Letter stating who prepared and supervised each response

7/11/2023 3:44:28 PM

COMMISSION STAFF’S SECOND REQUEST FOR INFORMATION TO HENRY COUNTY WATER DISTRICT #2


6/23/2023 3:08:14 PM

Fiscal Court Minutes For Board Members


Steven Keith Morris Henry County Water District #2

6/23/2023 3:03:00 PM

Item #10 Provide Board Meeting Minutes for 2020, 2021, 2022, up-to-date 2023


Steven Keith Morris Henry County Water District #2

6/23/2023 2:44:59 PM

Item #22 Describe any material changes since the last COSS


Steven Keith Morris Henry County Water District #2

Item__22_Material_Changes.pdf

Item #22 Describe any material changes since last COSS

6/23/2023 1:23:47 PM

Item #29 Provide billing cycle beginning (Meter read Test Date)


Steven Keith Morris Henry County Water District #2

6/23/2023 1:21:37 PM

Item #28 Refer to Application, Current Billing Analysis. Explain Across-the-Board percentage method


Steven Keith Morris Henry County Water District #2

Item_28_0001.pdf

Item #28 Refer to Application, Current Billing Analysis. Explain Across-the-Board percentage method

6/23/2023 1:12:26 PM

Item #27 Provide Billing Analysis for each month of 2021


Steven Keith Morris Henry County Water District #2

6/23/2023 1:00:21 PM

Item #26 Provide Billing Analysis in Excel


Steven Keith Morris Henry County Water District #2

6/23/2023 12:57:10 PM

Item # 25 Provide a list of any adjustments made to to the data nd include an explanation of each adjustment


Steven Keith Morris Henry County Water District #2

RESPONSE_TO_25.pdf

Item # 25 Provide a list of any adjustments made to to the data nd include an explanation of each adjustment

6/23/2023 12:53:42 PM

Item #9 Annual Compensation for each Board Member


Steven Keith Morris Henry County Water District #2

6/23/2023 12:50:46 PM

Item #8 Board Members Info


Steven Keith Morris Henry County Water District #2

6/23/2023 12:45:36 PM

Item #21 Last COSS


Steven Keith Morris Henry County Water District #2

6/23/2023 12:39:14 PM

Item #24 Refer to Application, Current Billing Analysis. Provide source of the 2021 usage data presented in the Billing Analysis


Steven Keith Morris Henry County Water District #2

Item_24_0001.pdf

Item #23 Response to Reconcile between 2021 Annual Report and Total Gallons Sold in 2021 Current Billing Analysis

6/23/2023 12:26:20 PM

Item #23 Response to Reconcile between 2021 Annual Report and Total Gallons Sold in 2021 Current Billing Analysis


Steven Keith Morris Henry County Water District #2

Item__23_Response_to_Reconsile.pdf

tIem #23 Response to Reconcile between 2021 Annual Report and Total Gallons Sold in 2021 Current Billing Analysis

6/23/2023 12:20:37 PM

item #20 Overview of Water Loss


Steven Keith Morris Henry County Water District #2

Item_20_0001.pdf

Item #20 Overview of Water Loss and Actions planned

6/23/2023 11:04:29 AM

Provide updated cost justification information to support the Meter/Tap-charge listed in tariff


Steven Keith Morris Henry County Water District #2

Item_19.pdf

Item #19 Provide updated cost justification information to support the Meter/Tap-charge listed in tariff

6/23/2023 10:54:15 AM

Item #18 Provide number of tap-ons by meter size for 2021 and 2022. Record of materials used


Steven Keith Morris Henry County Water District #2

6/23/2023 10:49:10 AM

Updated Cost Justification supporting each nonrecurring charge


Steven Keith Morris Henry County Water District #2

6/23/2023 10:42:56 AM

Schedule Listing the number of occurrences and total amount recorded for each non recurring charge during test year.


Steven Keith Morris Henry County Water District #2

Item_16_Rate_Increase.xlsx

(Describe File)Schedule Listing the number of occurrences and total amount recorded for each non recurring charge during test year.

6/23/2023 10:37:38 AM

Total Dollar amounts of Late Payment penalties and the number of occurrences of late payment penalties assessed during the calendar years, 2020, 2021, and 2022


Steven Keith Morris Henry County Water District #2

Item_15_Rate_Increase.xlsx

(Describe File)Total Dollar amounts of Late Payment penalties and the number of occurrences of late payment penalties assessed during the calendar years, 2020, 2021, and 2022

6/23/2023 10:33:55 AM

Item #14 Excel Spreadsheet workpapers that support pro forma adjustment


Steven Keith Morris Henry County Water District #2

6/23/2023 10:16:04 AM

Board Meeting Minutes 2020, 2021, 2022, 2023 (To Date)


Steven Keith Morris Henry County Water District #2

Item_13_2020_0001.pdf

2020 Board Meeting Minutes

Item_13_2021_0001.pdf

2021 Board Meeting Minutes

Item_13_2022_0001.pdf

2022 Board Meeting Minutes

Item_13_2023_0001.pdf

2023 Board Meeting Minutes

6/23/2023 9:46:52 AM

Specify the total number of utility employees based on full staffing


Steven Keith Morris Henry County Water District #2

Item_12_0001.pdf

Specify the total number of employees based on full staffing

6/23/2023 9:38:48 AM

Provide training records for Each Board Member 2020, 2021, 2022


Steven Keith Morris Henry County Water District #2

6/22/2023 3:29:15 PM

Item #7 Provide a copy of the most recent invoice for 2023 for each employee above


Steven Keith Morris Henry County Water District #2

Item_7_Rate_Increase_0001.pdf

Item #7 Provide a copy of the most recent invoice for 2023 for each employee benefit described above

6/22/2023 3:23:16 PM

Item #6 Provide description of all emplyee benefits, other than salaries and wages, paid to, or on behalf of, each employee for 2021, 2022, 2023


Steven Keith Morris Henry County Water District #2

ITEM__6_BENEFITS_(002).pdf

Item # 6 Description of Benefits

6/22/2023 3:18:52 PM

Item # 5 EMP Benefits/Medical


Steven Keith Morris Henry County Water District #2

Item_5_Rate_Increase.xlsx

Item #5 Emp benefitts, medical each employee

6/22/2023 3:10:01 PM

Item #4


Steven Keith Morris Henry County Water District #2

Item____4__PSC_Rate_Increase_2022.xlsx

Item #4 EMP Rate Increase 2022 Data

Item_4__2021_Rate_Increaase.xlsx

Item #4 EMP Rate Increase 2021 Data

6/22/2023 2:56:14 PM

Invoices Workmans Comp, Umbrella, COI 2020, 2021, 2022


Steven Keith Morris Henry County Water District #2

6/22/2023 2:45:13 PM

Item #1 General Ledgers of 2020, 2021, 2022


Steven Keith Morris Henry County Water District #2

Item_1_General_Ledger_2020.xlsx

Item #1 General Ledger 2020

Item_1_General_Ledger_2021.xlsx

Item #1 General Ledger 2021

Item_1_General_Ledger_2022.xlsx

Item #1 General Ledger 2022

6/22/2023 2:40:38 PM

Acknowledgment of who prepared and Supervised each item in the Order. Notarized Verification of COO


Steven Keith Morris Henry County Water District #2

Verification,_Supervised,_Collected_ARF.pdf

Verification, Supervised, Collected

6/20/2023 2:43:58 PM

Trial Balance


Steven Keith Morris Henry County Water District #2

Item_2_Trial_Balance_2020.xlsx

Item #2 Trial Balance 2020

Item_2_Trial_Balance_2021.xlsx

Item #2 Trial Balance 2021

Item_2_Trial_Balance_2022.xlsx

Item #2 Trial Balance 2022

5/15/2023 3:49:27 PM

Order Entered: 1.The procedural schedule set forth in Appendix A to this Order shall be followed. 2. On or before the date set forth in the procedural schedule, Henry District #2 shall file its responses to the Commission Staff’s First Request for Information, attached to this Order as Appendix B. 3. Henry District #2 shall respond to any additional requests for information propounded by Commission Staff as provided in those requests. 4. No later than the date set forth in the procedural schedule, Commission Staff shall file with the Commission and serve upon all parties of record a written report (Commission Staff’s Report) containing its findings and recommendations regarding Henry District #2’s requested rate adjustment. 5. No later than 14 days after the date of service of the Commission Staff’s Report, each party of record shall file with the Commission: a. Its written comments on and any objections to the findings contained in the Commission Staff’s Report; and b. Any additional evidence for the Commission to consider. 6. If Commission Staff recommends that Henry District #2’s financial condition supports a higher rate than Henry District #2 proposes or the assessment of an additional rate or charge not proposed in Henry District #2’s application, Henry District #2 in its response to the Commission Staff’s Report shall also state its position in writing on whether the Commission should authorize the assessment of the higher rate or the additional rate or charge.


5/8/2023 8:41:43 AM

Order Entered: the request to intervene filed by Ms. Mosvold is denied.


4/21/2023 9:36:00 AM

20230421_PSC Deficiency Cured Letter.pdf


4/20/2023 10:04:44 AM

Response to deficiency letter received on 4/19/2023


Keith Morris Henry County Water District #2

Response2.pdf

Response to second deficiency letter

4/19/2023 9:24:17 AM

20230419_PSC Deficiency Letter.pdf


4/13/2023 1:52:03 PM

HCWD #2 Response to Deficiency Letter


Keith Morris Henry County Water District #2

HCWD_Response.pdf

HCWD#2 Response Letter

4/11/2023 9:18:53 AM

Irene Mosvold Request for Intervention


4/3/2023 2:59:35 PM

20230403_PSC Deficiency Letter.pdf


3/30/2023 3:36:34 PM

Henry County Water District ARF Application


Steven Keith Morris Henry County Water District #2

3/13/2023 2:44:27 PM

20230313_PSC Acknowledgment Letter.pdf


3/13/2023

Henry County Water District #2 Notice of Intent to File an Application for an Alternative Rate Adjustment Using Electronic Filing Procedures


20230313_Henry County Water District 2 Notice of Intent and Election.pdf

Henry County Water District 2 Notice of Intent and Election