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

Docket for Case 2023-00090

Case Filings
Filing	Documents
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	20230915_STAFF_REPORT.pdf
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	Item_6_Employee_Superintendent_.pdf Item 6 Explain Retiree
7/25/2023 2:06:23 PM Item 5 Explain Layne invoice from 2021 Steven Keith Morris Henry County Water District #2	Invoice_Layne_2021_Case_No_2023_00090.pdf Invoice from Layne 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	Item_1_Forfeited_Discounts.pdf
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	20230711_PSC_ORDER.pdf
6/23/2023 3:08:14 PM Fiscal Court Minutes For Board Members Steven Keith Morris Henry County Water District #2	Item_10_Rate_Increase_0001.pdf Fiscal Court Minutes
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	Item__10_2020_Minutes.pdf 2020 minutes Item__10_2021_Board_Minutes.pdf 2021 minutes Item__10_2022_Board_Meeting_Minutes.pdf 2022 minutes Item__10_2023_Minutes_to_date.pdf 2023 minutes Item__10_no_meeting_in_DEC_21.pdf no meeting December
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	Item_29_0001.pdf
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	BILLING_REGISTER___AUG__082721.pdf August Register BILLING_REGISTER___MAY__052721.pdf May Register BILLING_REGISTER__APRIL__042821.pdf April Register BILLING_REGISTER__DEC__122721.pdf December Register BILLING_REGISTER__JUNE__062821.pdf June Register BILLING_REGISTER__MARCH__032921.pdf March Register BILLING_REGISTER__NOV__112921.pdf November Register BILLING_REGISTER__OCT__102721.pdf October Register BILLING_REGISTER__SEPTEMBER__092921.pdf September Register BILLING_REGISTER_FEB_2021.pdf February Register BILLING_REGISTER_JANUARY__012721.pdf January Register BILLING_REGISTER_JULY_2021.pdf July Register
6/23/2023 1:00:21 PM Item #26 Provide Billing Analysis in Excel Steven Keith Morris Henry County Water District #2	Item__26_Usage_Breakdown_00-19-2023.xls
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	Item_9_Rate_Increase.xlsx
6/23/2023 12:50:46 PM Item #8 Board Members Info Steven Keith Morris Henry County Water District #2	Item_8_Rate_Increase.xlsx
6/23/2023 12:45:36 PM Item #21 Last COSS Steven Keith Morris Henry County Water District #2	Item_21_0001.pdf
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	Item_18_0001.pdf
6/23/2023 10:49:10 AM Updated Cost Justification supporting each nonrecurring charge Steven Keith Morris Henry County Water District #2	Item_17_0001.pdf
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	Response_to_Question_14.xlsx
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	Item_11_0001.pdf
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	Item_3_Rate_Increase_0001_0001.pdf
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.	20230515_PSC_ORDER.pdf
5/8/2023 8:41:43 AM Order Entered: the request to intervene filed by Ms. Mosvold is denied.	20230508_PSC_ORDER.pdf
4/21/2023 9:36:00 AM 20230421_PSC Deficiency Cured Letter.pdf	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	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	20230410_Irene Mosvold Request for Intervention.pdf
4/3/2023 2:59:35 PM 20230403_PSC Deficiency Letter.pdf	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	ARF_Application.pdf Application ARF_covor_letter.pdf Cover Letter
3/13/2023 2:44:27 PM 20230313_PSC Acknowledgment Letter.pdf	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

Kentucky Public Service Commission

View Case Filings for: 2023-00090