Kentucky Public Service Commission


View Case Filings for: 2024-00010


Case Number:2024-00010
Service Type:Water
Filing Date:3/22/2024
Category:Regular
Utilities:

Morgan County Water District


Electronic Case
Case Nature:

ELECTRONIC APPLICATION OF MORGAN COUNTY WATER DISTRICT FOR A RATE ADJUSTMENT PURSUANT TO 807 KAR 5:076









Case Filings
FilingDocuments
10/25/2024 11:24:06 AM

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 Morgan District are denied. 3. The water service rates set forth in Appendix B to this Order are approved for service rendered by Morgan District starting the next full billing cycle after the date of this Order. 4. Within 20 days of the date of service of this Order, Morgan District 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. 5. The record of this proceeding shall be incorporated by reference into the record of Case No. 2024-00325.¹²7 6. A copy of this Order shall be place in the case file of Case No. 2024-00325. 7. This case is closed and removed from the Commission’s docket.


9/17/2024 2:10:57 PM

MCWDs Response to Staff Report


Brittany H Koenig Morgan County Water District

Response_to_Staff_Report.pdf

Response to Staff Report

9/16/2024 1:45:18 PM

Order Entered: 1. Morgan District’s motion for deviation is granted. 2. Morgan District is authorized to place into effect the interim base rate increase, subject to refund, on and after August 16, 2024, or starting with the next full billing cycle. 3. Morgan District shall file corrected, updated tariffs consistent with the rates from the Commission’s July 26, 2024 Order. 4. Morgan District shall maintain its records in such a manner as will enable it, or the Commission, or any of Morgan District’s customers, to determine the amounts to be refunded and to whom any refund is due in the event that a refund of any portion of the interim base rate increase is ordered by the Commission. 5. Should Morgan District fail to comply with the terms and conditions of this Order, any and all amounts collected as a result of the interim base rate increase granted hereunder shall be subject to refund, and both Morgan District and its Board shall be subject to all applicable penalties under KRS 2780.99. 6. All other provisions of the Commission’s July 26, 2024 Order, not in conflict with this order, shall remain if full force and effect.


9/10/2024 3:04:45 PM

Staff Report


8/26/2024 3:11:25 PM

Responses to Staffs Fourth Request for Information


Brittany Hayes Koenig Morgan County Water District

2024-00010-Response_to_DR4-082624.pdf

Response to Staff's Fourth Request for Information

Read_First_DR-4.pdf

Read First DR-4

8/20/2024 3:18:50 PM

Data Request


8/16/2024 3:35:41 PM

Letter to Update Certificate of Service


L. Allyson Honaker Morgan County Water District

letter_to_change_COS.pdf

Update to Certificate of Service

8/16/2024 1:51:07 PM

Order Entered: 1. The procedural schedule established on July 25, 2024, is amended. 2. Commission Staff’s Report shall be filed no later than September 18, 2024. 3. Morgan District shall file its written response, if any, to Commission Staff’s Report within 14 days of the filing of the Commission Staff’s Report. 4. All provisions of the Commission’s July 25, 2024 Order that are in conflict with the provisions of this Order are vacated, and all other provisions not in conflict with the provisions of this Order shall remain in effect.


8/15/2024 10:58:11 PM

Motion to Recover Rate Case Expense


L. Allyson Honaker Morgan County Water District

Read_1st.pdf

Cover Letter

8/15/2024 4:25:16 PM

Motion for Deviation


L. Allyson Honaker Morgan County Water District

Read_1st.pdf

Cover Letter

7/29/2024 11:21:33 AM

Order Entered: 1. Morgan District’s April 26, 2024 motion for confidential treatment is granted. 2. The designated material granted confidential treatment by this Order shall not be placed in the public record or made available for public inspection for ten years or until further order of this Commission. 3. Use of the designated material granted confidential treatment by this Order in any Commission proceeding shall comply with 807 KAR 5:001, Section 13(9). 4. If the designated material granted confidential treatment by this Order becomes publicly available or no longer qualifies for confidential treatment, Morgan District shall inform the Commission and file with the Commission an unredacted copy of the designated material. 5. If a nonparty to this proceeding requests to inspect the material granted confidential treatment by this Order and the period during which the material has been granted confidential treatment has not expired, Morgan District shall have 30 days from receipt of written notice of the request to demonstrate that the material still falls within the exclusions from disclosure requirements established in KRS 61.878. If Morgan District is unable to make such demonstration, the requested material shall be made available for inspection. Otherwise, the Commission shall deny the request for inspection.


7/26/2024 2:41:41 PM

Order Entered: 1. Morgan District is authorized to place into effect the interim base rate increase, subject to refund, set forth in the Appendix to this Order, for service rendered on and after the date of this Order. 2. Morgan District shall maintain its records in such a manner as will enable it, or the Commission, or any of Morgan District’s customers, to determine the amounts to be refunded and to whom any refund is due in the event that a refund of any portion of the interim base rate increase is ordered by the Commission. 3. Should Morgan District fail to comply with the terms and conditions of this Order, any and all amounts collected as a result of the interim base rate increase granted hereunder shall be subject to refund, and both Morgan District and its Board shall be subject to all applicable penalties under KRS 2780.99.


7/25/2024 3:33:18 PM

Order Entered: 1. The procedural schedule established on May 8, 2024, is amended. 2. Commission Staff’s Report shall be filed no later than August 24, 2024. 3. Morgan District shall file its written response, if any, to Commission Staff’s Report within 14 days of the filing of the Commission Staff’s Report. 4. All provisions of the Commission’s May 8, 2024 Order that are in conflict with the provisions of this Order are vacated, and all other provisions not in conflict with the provisions of this Order shall remain in effect.


7/12/2024 1:49:08 PM

Notice of Appointment and Vacancy


Brittany H Koenig Morgan County Water District

6/20/2024 4:28:26 PM

20240620_PSC Notice of Filing Hearing Documents - May 2, 2024.pdf


6/20/2024 10:58:20 AM

Response to DR-3


Brittany Hayes Koenig Morgan County Water District

6/11/2024 8:08:59 PM

Notice of Vacancy


Brittany Hayes Koenig Morgan County Water District

6/6/2024 3:57:11 PM

Data Request


5/24/2024 4:05:49 PM

Responses to DR-2


Brittany H Koenig Morgan County Water District

24_Employee_Salaries_and_Wages-5-24.xlsx

DR 24 Employee Salaries and Wages

Read_First_DR-2.pdf

Read First DR-2

5/17/2024 12:10:08 PM

Post Hearing Brief


Brittany Hayes Koenig Morgan County Water District

5/10/2024 3:42:24 PM

Data Request


5/8/2024 2:21:32 PM

Order Entered: 1. The procedural schedule issued on April 12, 2024 shall be amended. 2. The procedural deadlines set forth in the Appendix to the Order dated April 12, 2024, starting with the date for “[a]ll Intervenor requests for information to Morgan District shall be filed no later than” shall be stricken and replaced with the procedural schedule attached to this Order as an Appendix. 3. The procedural schedule set forth in the Appendix to this Order shall be followed. 4. All other provisions of the April 12, 2024 Order not in conflict with this Order, shall remain in full force and effect.


4/29/2024 5:34:19 PM

Proof of Notice of Hearing


Brittany Hayes Koenig Morgan County Water District

4/26/2024 12:06:46 PM

Responses to DR-1 Motion for Confidentiality


Brittany Hayes Koenig Morgan County Water District

Response_6a_2022-redacted.xlsx

Response 6a 2022 Redacted excel

Response_6a_2023-redacted.xlsx

Response 6a 2023 Redacted excel

Responses_1-5_Rate_Study.xlsx

Response 1 & 5 Rate Study excel

4/25/2024 2:44:09 PM

Witness List


Brittany Hayes Koenig Morgan County Water District

4/15/2024 11:28:24 AM

Notice of Appointment


Brittany Hayes Koenig Morgan County Water District

4/12/2024 2:42:41 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, Morgan District shall file its responses to the Commission Staff’s request for information, attached to this Order as Appendix B. 3. Morgan District 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 Morgan District’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.


4/9/2024 5:03:55 PM

Notice of Vacancies


Brittany H Koenig Morgan County Water District

4/8/2024 11:28:52 AM

Order Entered: 1. Morgan District’s motion for an emergency hearing is granted. 2. Morgan District’s motion for a deviation from notice requirements set forth in 807 KAR 5:076 Section (3) is denied. 3. A hearing in this matter shall be held on May 2, 2024, at 9 a.m. Eastern Daylight Time and will continue until called from the bench by the presiding officer, in the Richard Raff Hearing Room at the offices of the Public Service Commission at 211 Sower Boulevard, Frankfort, Kentucky. 4. Pursuant to 807 KAR 5:001, Section 2, if the hearing is not concluded on the designated day, the hearing may be continued upon verbal announcement by the presiding officer. A verbal announcement made by the presiding officer shall be proper notice of the continued hearing. 5. Morgan District, including its Manager, Chairman and Treasurer of its Board of Commissioners shall participate in person at the May 2, 2024 hearing. 6. Morgan District shall file a witness list at least seven days prior to May 2, 2024. 7. Morgan District shall give notice of the hearing in compliance with 807 KAR 5:076, Section 12. In addition, the notice of hearing shall include the following statements: “This hearing will be streamed live and may be viewed on the PSC website, psc.ky.gov” and “Public comments may be made at the beginning of the hearing. Those wishing to make oral public comments may do so by following the instructions listed on the PSC website, psc.ky.gov.”


3/27/2024 6:35:39 PM

Supplemental Profits-Losses and Notice of Board Resignations


Brittany Hayes Koenig Morgan County Water District

Read_First_Supplemental_Exhibit_C.pdf

Read First Supplemental Filing

Supp_Filing_Ex_C-Notice_of_Resignations_FInal.pdf

Supplemental Filing and Notice of Board Resignations

3/26/2024 9:34:29 AM

20240326_PSC Deficiency Cured Letter.pdf


3/22/2024 4:45:20 PM

Motion for Emergency Interim Rates


Brittany Hayes Koenig Morgan County Water District

Final_Motion_Interim_Rates.pdf

Motion for Emergency Interim Rate Increase

3/22/2024 1:41:54 PM

Response to Deficiency


Brittany Hayes Koenig Morgan County Water District

Statements_of_Disclosure_(ARF_Form_3).pdf

Notarized Statement of Disclosure

3/22/2024 1:35:41 PM

Appearance


Brittany Hayes Koenig Morgan County Water District

3/20/2024 11:29:12 AM

20240320_PSC Deficiency Letter.pdf


3/15/2024 4:29:02 PM

ARF Application with Attachments


Mark Frost Morgan County Water District

1_Customer_Notice.pdf

Customer Notice

2_Reasons_for_the_Application.pdf

Reasons for the Application

3_Comparison_Exsting_and_Proposed_Rates.pdf

Comparison of Existing and Proposed Rates

4_SAO_With_Attachments.pdf

Pro Forma Income Statement, References, and Revenue Requirement Calculation

5_Current_Billing_Analysis.pdf

Billing Analysis with Existing Rates

6_Proposed_Billing_Analysis.pdf

(Billing Analysis with Proposed Rates

7_Depreciation_Schedule.pdf

Depreciation Schedule

9_Bond_Ordinances_and_loan_Agreements.pdf

Bond Ordinances and Loan Agreements

Read_First.pdf

Cover Letter

Statement_of_Disclosure.pdf

Statement of Disclosures for the Board Members

1/18/2024 12:51:15 PM

20240118_PSC Acknowledgment Letter.pdf


1/18/2024

Morgan County Water District Notice of Intent to File an Application for a Rate Adjustment pursuant to 807 KAR 5:076 Using Electronic Filing Procedures


20240118_Morgan County Water District Notice of Intent and Election.pdf

Morgan County Water District Notice of Intent and Election