HomeMy WebLinkAbout18 - Proposition 218 Ratesetting ProceduresCITY OF NEWPORT BEACH
CITY COUNCIL STAFF REPORT
Agenda Item No. 18
July 28, 2009
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Utilities Department
George Murdoch, Utilities Director,
949 - 718 -3401 or amurdochCDcity.newport- beach.ca.us
SUBJECT: Proposition 218 Ratesetting Procedures
ISSUE
Should the City Council adopt procedures, consistent with the requirements of
Proposition 218, for the submission and tabulation of protests submitted by residents in
response to a Utilities Department rate increase?
RECOMMENDATION:
Approve Resolution No. 09 -XX establishing procedures for the submission and
tabulation of protests in connection with water and wastewater ratesetting proceedings
pursuant to Article XIIID of the California Constitution.
DISCUSSION:
Background:
The City has not raised water or wastewater rates since 2005. Now, because of steep
increases in the cost of imported water, along with mandatory reductions in the supply
of both imported and groundwater supplies, the Utilities Department will be proposing
an increase to the water rate in the next few months. The ratesetting process, which
historically has involved extensive review by the Finance Committee, City Council and
the public (through the Public Hearing process) has recently been amended to require
public notification and the opportunity to submit written protests. If a majority protest
is established, the City Council is prohibited from adopting a proposed increase.
Proposition 218, passed in 1996, added these new requirements. The 'Right To Vote
On Taxes Act,' Proposition 218's formal title, added new Articles to the California
Constitution. Relevant here is Article XIIID, which defines "fee" and "charge" broadly, as
"any levy other than an ad valorem tax, a special tax, or an assessment, imposed by an
agency upon a parcel or upon a person as an incident of property ownership, including
Proposition 218 Ratesetting Procedures
July 28, 2009
Page 2
a user fee or charge for a property related service." Until 2005, it was generally
understood that water and wastewater fees were not subject to Article XIIID
requirements.
In 2005, the California Supreme Court, in Bighorn- Desert View Water Agency v. Vidd,
(2006) 39 Cal.4" "205, stated that metered water rates are property related fees subject
to Proposition 218. Under this decision, the City must: 1) comply with the notice and
majority protest proceedings of Article XIIID, section 6(a) of the California Constitution
and, 2) ensure that the City's rates do not exceed the cost of providing water and
wastewater services, and that the rate proceeds are used only to provide water and
wastewater services as required by Article XIIID, section 6(b) of the California
Constitution. Because the City has not raised water and sewer rates since this
decision was handed down, this will be the first time the Proposition 218 process will
be used.
Proposition 218 Ratesetting Process
As noted previously, the new water and wastewater ratesetting process is generally
similar to the historical process, however, the °Proposition 218 Notice" is now a
significant legal and informational element. This process will adhere to the following
steps:
1. Rate Study completed that ensures compliance with Article XIIID, Section 6(b)
2. Finance Committee reviews and recommends approval by City Council
3. Rate Increase and Proposition 218 Notice reviewed by City Council
4. Council directs staff to issue Proposition 218 Notice (Article XIIID, Section 6(a))
5. 45 -day Public Notice period commences
6. Written protests submitted and tabulated according to Submission and
Tabulation Procedures (discussed below)
7. Public Hearing held; if less than majority of property owners submit written
protests, Council can proceed with rate increase.
The actual Proposition 218 Notice will be presented to Council, along with the
background information for the proposed rate increase, during a series of
presentations to the Council.
Protest Submission and Tabulation Procedures
Again, because this is a new process, a procedure for addressing questions that were
left undefined in Article XIIID is needed. Attached to this Resolution is Exhibit A,
which provides guidance on issues such as:
• To whom should notice of hearing be sent?
• If a parcel is owned by more than one owner, and more than one protest is
submitted, how many are counted?
Proposition 218 Ratesetting Procedures
July 28, 2009
Page 3
• Can a protest be withdrawn?
• Is this an election?
• Are protests public records?
• What constitutes an invalid protest?
• Can an invalid protest decision be appealed?
• What constitutes a majority protest?
• When will the votes be tabulated?
• If there are few votes submitted, must the validity of all votes submitted be
determined prior to the Council making its decision?
The adoption of these procedures is not required by law, but rather is recommended
by special legal counsel, Michael Colantuono. Adoption of these procedures is
independent of the upcoming specific water rate increase process and does not allow
or restrict staff from proceeding with bringing a proposed rate increase to the Council;
however, adoption of the procedures is recommended prior to issuance of the
Proposition 218 Notice.
Environmental Review:
Establishing ratesetting procedures is not a project as defined by CEQA.
Funding Availability:
Funding for the eventual distribution of the Proposition 218 Notice will come from the
Water Enterprise fund.
Prepared and Submitted by:
/1 '
eorg Mur och, Utilities Director
Attachments: Resolution No. 09-
Exhibit A — Procedures for the Submission and Tabulation of Protests
RESOLUTION NO. 09-
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH ESTABLISHING PROCEDURES FOR THE SUBMISSION AND
TABULATION OF PROTESTS IN CONNECTION WITH WATER AND
SEWER RATESETTING PROCEEDINGS PURSUANT TO ARTICLE XIIID
OF THE CALIFORNIA CONSTITUTION
WHEREAS, the City of Newport Beach levies charges for water and
sewer services pursuant to the Newport Beach Municipal Code and Section
5470 et seq. of the California Health & Safety Code; and
WHEREAS, Section 6 of Article XIIID of the California Constitution
sets forth notice, hearing, and protest requirements applicable to increases of
water and sewer rates; and
WHEREAS, the City desires to establish a uniform set of procedures
applicable to the submission and tabulation of protests submitted against
proposed water and sewer rate increases.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City
of Newport Beach as follows:
1. Recitals. The foregoing recitals are all true and correct.
2. Guidelines. The City adopts the guidelines set forth in Exhibit
"A" to this Resolution, which is incorporated herein by reference to govern
the acceptance and tabulation of protests against proposed water and sewer
rate increases.
3. Effective Date. This Resolution shall be effective as of the date
of its adoption.
PASSED and ADOPTED this
roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST:
City Clerk
`�' day of _, 2009 by the following
Mayor
APPROVED AS TO FORM:
EXHIBIT "A"
GUIDELINES FOR THE SUBMISSION AND TABULATION OF PROTESTS
Submission of Protests
1. Any utility customer or property owner may submit a written protest
against a rate increase proposed with respect to a proposed water rate
increase, a proposed sewer rate increase, or both to the City Clerk, either by
delivery to the office of the City Clerk or by submitting the protest at the
public hearing. Protests must be received by the end of the public hearing.
No postmarks will be accepted.
2. Each protest must identify the affected property (by assessor's parcel
number or street address) and include the original signature of the utility
customer or record property owner. Email or fax protests cannot be
accepted. Although oral comments at the public hearing will not qualify as a
formal protest unless accompanied by a written protest, the City Council
welcomes input from the community during the public hearing on the
proposed fees.
3. If a parcel served by the City is the service location for more than one
customer or is owned by more than a single record owner, each customer or
owner may submit a protest, but only one protest will be counted per parcel
and any one protest submitted in accordance with these rules will be
sufficient to count as a protest for that property.
4. In order to be valid, a protest must bear the original signature of the
customer or record owner with respect to the property identified on the
protest. Protests not bearing the original signature of a customer or record
owner shall not be counted.
5. Any person who submits a protest may withdraw it by submitting to
the City Clerk a written request that the protest be withdrawn. The
withdrawal of a protest shall contain sufficient information to identify the
affected parcel and the name of the record owner or record customer who
submitted both the protest and the request that it be withdrawn.
6. A fee protest proceeding is not an election.
7. To ensure transparency and accountability in the fee protest
tabulation, protests shall constitute disclosable public records from and after
the time they are received.
Tabulation of Protests
1. The City Clerk shall determine the validity of all protests. The City
Clerk shall not accept as valid any protest if the City Clerk determines that
any of the following conditions exist:
a. The protest does not identify a property served by the City.
b. The protest does not bear an original signature of a record owner of
the parcel identified on the protest.
C. The protest does not state its opposition to the proposed fees.
d. The protest was not received by the City Clerk before the close of the
public hearing on the proposed fees.
e. A request to withdraw the protest is received prior to the close of the
public hearing on the proposed fees.
Z. The City Clerk's decision that a protest is not valid or does not apply to
a specific fee shall constitute a final action of the City and shall not be
subject to any internal appeal.
3. A majority protest exists if written protests are timely submitted and
not withdrawn by the record owners of a majority of the properties subject to
the proposed fee.
4. At the conclusion of the public hearing, the City Clerk shall complete
the tabulation of all protests received, including those received during the
public hearing and shall report the results of the tabulation to the City
Council upon completion. If review of the protests received demonstrates
that the number received is manifestly less than one -half of the parcels
served by the City with respect to the fee which is the subject of the protest,
then the Clerk may advise the City Council of the absence of a majority
protest without determining the validity of all protests.