Kentucky Public Service Commission


View Case Filings for: 2023-00284


Case Number:2023-00284
Service Type:Water
Filing Date:9/7/2023
Category:Regular
Utilities:

Montgomery County Water District #1


Electronic Case
Case Nature:

ELECTRONIC APPLICATION OF MONTGOMERY COUNTY WATER DISTRICT NO. 1 FOR A RATE ADJUSTMENT PURSUANT TO 807 KAR 5:076









Case Filings
FilingDocuments
5/17/2024 2:18:02 PM

The Commission HEREBY ORDERS, nunc pro tunc, that: 1. The Monthly Water Rates section of Appendix B to the March 4, 2024 Order is stricken and replaced with the Monthly Water Rates section of the Appendix to this Order. 2. The adjusted rates in the Appendix to this Order are fair, just and reasonable. 3. All other provisions of the Commission’s March 4, 2024 Order that are not in conflict with the terms of this Order shall remain in effect. 4. Within 20 days of the date of service of this Order, Montgomery District #1 shall file with the Commission revised tariff sheets containing the approved rates. 5. Montgomery District #1 shall collect any under collection or issue any refund, over a period of four months, for any difference between the rates for retail water service placed into effect following the March 4, 2024 Order, and the rates provided in the Appendix to this Order. 6. Within 20 days of the date of this Order, Montgomery District #1 shall file in this case a statement detailing the amounts billed to its retail customers in excess of the rates authorized in this Order with totals for each type of charge separately stated.


3/4/2024 2:06:41 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 Montgomery District #1 are denied. 3. The water service rates set forth in Appendix B to this Order are approved for service rendered by Montgomery District #1 on and after the date of service of this Order. 4. The Nonrecurring Charges set forth in Appendix A to this Order are approved for service rendered by Montgomery District #1 on and after the date of service of this Order. 5. Montgomery District #1 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. 6. Within 20 days of the date of service of this Order, Montgomery District #1 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. 7. This case is closed and removed from the Commission’s docket.


1/19/2024 12:48:23 PM

Response to Commission Staff Report


Mark Frost Montgomery County Water Distict No. 1

Read_First_Response_to_Staff_Report.PDF

Montgomery County Water District No. 1's Response to the Commission Staff Report

1/16/2024 1:01:06 PM

Staff Notice


11/29/2023 4:36:36 PM

Cost Justification for Reconnection Fee


Robert K Miller Montgomery County Water District #1

7_Cost_Justification_Sheet_Reconnection_Charge.pdf

Cost Justification for Reconnection Charge

11/29/2023 1:51:42 PM

Cover Letter, Responses, and Attachments to Second Data Request.


Robert K Miller Montgomery County Water District #1

4_KY_UTILITY_INVOICES_2022.PDF

Utility Invoices 2022

6b_Breakdown_2022_Miscellaneous_Expense.pdf

Breakdown of 2022 Miscellaneous Expense

7_Cost_Justification_Sheet_Meter_Reread_Charge.pdf

Cost Justification Meter Reread Charge

7_Cost_Justification_Sheet_Returned_Check_Charge.pdf

Cost Justification Returned Check Charge

Second_DR_Responses.pdf

Responses to Second Data Request

11/8/2023 9:24:09 AM

Data Request


10/31/2023 4:48:15 PM

Cover letter, responses, and attachments for Staffs first Request for Information.


Robert K Miller Montgomery County Water District #1

12__13_Late_Fees__Nonrecurring_Charges_2021.pdf

Late Fees and Nonrecurring Charges 2021

12__13_Late_Fees__Nonrecurring_Charges_2022.PDF

Late Fees and Nonrecurring Charges 2022

14_Cost_Justification_Sheets_1-Inch_Meter.PDF

Tap Fee Cost Justification 1 Inch

14_Cost_Justification_Sheets_3-4-Inch_Meter.PDF

Tap Fee Cost Justification 3/4 Inch

14_Cost_Justification_Sheets_Nonrecurring_Charges.pdf

Cost Justifications Nonrecurring Charges

15_Test_Year_Billing_Analysis.xlsx

Test Year Billing Analysis

1a_2021_General_Ledger.xlsx

2021 General Ledger

1a_2022_General_Ledger.xlsx

2022 General Ledger

1b_2021_Trial_Balance.pdf

2021 Trial Balance

1b_2022_Trial_Balance.pdf

2022 Trial Balance

1b_Adjusting_Journal_Entries_12-31-2021.pdf

Adjusting Journal Entries 2021

1b_Adjusting_Journal_Entries_12-31-2022.pdf

Adjusting Journal Entries 2022

6_Commissioner_Information.xlsx

Commissioner Information

9a_Excel_Workpapers.xlsx

SAO Adjustments Workpapers

9c_Contract_for_UPM_Software.PDF

Contract for UPM Software

9/15/2023 2:59:04 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, Montgomery District #1 shall file its responses to Commission Staff’s request for information, attached to this Order as Appendix B. 3. Montgomery District #1 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 recommendations regarding Montgomery District #1’s requested rate adjustment. 5. No later than 14 days after the date of service of 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 Commission Staff’s Report; and b. Any additional evidence for the Commission to consider. 6. If Commission Staff recommends that Montgomery District #1’s financial condition supports a higher rate than Montgomery District #1 proposes or the assessment of an additional rate or charge not proposed in Montgomery District #1’s application, Montgomery District #1 in its response to 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.


9/7/2023 11:42:29 AM

20230907_PSC Deficiency Cured Letter.pdf


9/7/2023 11:22:26 AM

Corrected ARF Form 1


Mark Frost Montgomery County Water Distict No. 1

Read_First.PDF

Cover Letter

9/5/2023 10:25:54 AM

20230905_PSC Deficiency Letter.pdf


9/1/2023 7:28:32 PM

Response to noted Application Deficiencies


Mark Frost Montgomery County Water Distict No. 1

0_ARF_FORM-1_Corrected_Application.PDF

Application Signed and Notarized

CORECTED_STATEMENT_OF_DISCLOSURE.PDF

Notary Corrected for the Disclosure Forms

Read_First.PDF

Cover Letter

8/31/2023 11:01:52 AM

20230831_PSC Deficiency Letter.pdf


8/30/2023 11:59:25 AM

ARF Application


Mark Frost Montgomery County Water Distict No. 1

RESOLUTION_OF_BOARD_OF_COMMISSIONERS.PDF

Resolution to File ARF Application

STATEMAN_OF_DISCLOSURE.PDF

Statement of Disclosure - Chairman and Treasurer

STATEMENT_OF_DICLOSURE_KS.PDF

Statement of Disclosure - Sec

8/30/2023 11:44:12 AM

ARF Application


Mark Frost Montgomery County Water Distict No. 1

0_ARF_FORM-1_Application.pdf

ARF Application Form

8/30/2023 10:58:23 AM

ARF Application


Mark Frost Montgomery County Water Distict No. 1

0_ARF_FORM-1_Application.pdf

(ARF Application Form

8/30/2023 10:55:04 AM

An ARF Rate Application


Mark Frost Montgomery County Water Distict No. 1

Read_First.PDF

Cover Letter

8/23/2023 3:39:12 PM

20230823_PSC Acknowledgment Letter.pdf


8/23/2023

Montgomery County Water District No. 1 Notice of Intent to File an Application for a Rate Adjustment pursuant to 807 KAR 5:076 Using Electronic Filing Procedures


20230823_Montgomery County Water District No. 1 Notice of Intent and Election.pdf

Montgomery County Water District No. 1 Notice of Intent and Election