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HomeMy WebLinkAbout20240517Garrison 1-4 to SWS.pdf RECEIVED Friday, May 17, 2024 8:OOAM IDAHO PUBLIC UTILITIES COMMISSION Randolph Lee Garrison Pro per 76 Bellflower Ct Blanchard Idaho 83804 (541 ) 580-4446 garrison(.@_rmgarrison.com BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MATTER OF CDS ) Case No: SWS-W-24-01 STONERIDGE UTILITIES, ) LLC'S APPLICATION FOR ) INTERVENER GARRISON'S 2nd AUTHORITY TO INCREASE ) REQUEST FOR PRODUCTION ITS RATES AND CHARGES ) FROM CDS STONERIDGE FOR WATER SERVICE IN THE ) UTILITIES STATE OF IDAHO ) REQUEST FOR DISCOVERY: Pursuant to the authority cited below, Intervener, Randolph Lee Garrison, a party, as a second request for production of documents from CDS Stoneridge Utilities, LLC, hereby requests production of the following document(s): (1 ) For a copy of any/all Requests for Production (Discovery) from the Assistant Attorney General (Mr. Duval) ("Commission Staff"), including (but not limited to): (a) The First, Second and Third Production Requests made to CDS Stoneridge. (2) For a copy of any other discovery/document/production requests which have been made upon you by any party. (3) For a copy of any Answers or Responses to production requests which have been made by CDS Stoneridge (including, but not limited to Answers or Responses made by CDS Stoneridge to the First, Second and Third and Fourth Production Requests made by the Assistant Attorney General (Mr. Duval) ("Commission Staff") to CDS Stoneridge) (4) For a copy of in and all items which have been sent by CDS Second Request for Production — Page 1 of 4 Stoneridge in response to requests for production, including, but not limited to: (a) Any and all items disclosed by CDS Stoneridge in response or answer to the First, Second and Third and Fourth Production Requests made by the Assistant Attorney General (Mr. Duval) ("Commission Staff") to CDS Stoneridge. A copy of Assistant Attorney General's (Mr. Duval's) ("Commission Staff") Fourth Production Request accompanies this document as a separate file. It is provided as if recited verbatim herein. Please also identify a time and place the items can be picked up from the StoneRidge Utilities' Office, which is described in the Application as located at 364 StoneRidge Road, Blanchard, Id. If you would prefer, the documents can be picked up at the StoneRidge Utility office, 105 Chatwold Rd, Blanchard, ID 83804. CONTINUING REQUEST/IDENTITY Of PERSON ANSWERING: This Production Request is continuing and StoneRidge Utilities is requested to provide, by way of supplementary responses, additional documents that it or any person acting on its behalf may later obtain that will augment the documents produced. Please provide answers to each question, supporting work papers that provide detail or are the source of information used in calculations. Responses must include the name and phone number of the person preparing the document, and the name, location and phone number of the record holder and if different the witness who can sponsor the answer at hearing if need be. See IDAPA 31 .01 .01 .228. AUTHORITY: (1 ) This is a general rate case. In a general rate case, "The utility's Idaho intrastate revenue requirement, and every component of it, both rate base and expense, are at issue." Idaho Admin. Code r. 31 .01 .01 .124. 01 . "The rates and charges of all Idaho retail customers, both recurring and non-recurring, including those of special contract customers, are at issue, and every component of every existing and proposed rate and charge is at issue." Idaho Admin. Code r. 31 .01 .01 .124 02. And "The tariffs, practices, rules and regulations, service, instrumentalities, Second Request for Production — Page 2 of 4 equipment, facilities, classifications, and customer relations of the utility are at issue, . . ." Idaho Admin. Code r. 31 .01 .01 .124. 02.c. (2) Idaho Admin. Code r. 31 .01 .01 .222 [Parties are entitled to Discovery; IPUC has authority to compel necessary discovery not listed in the rules]. Idaho Admin. Code r. 31 .01 .01 .221 .05 [Scope and procedure of discovery is governed by IRCivP] (3) IRCivP 34 provides for the Production of Documents. All relevant evidence is subject to Discovery. IRCivP 26 (b). (4) StoneRidge Utilities is a public utility governed by the IPUC. There is nothing "confidential" about public utility's books and records in a general rate case. The information requested is not legally"privileged". DATED and Signed this 16th day of May, 2024. Randolph Lee Garrison (541 ) 580-4446 garrison(c_rmgarrison.com CERTIFICATE OF SERVICE I HEREBY CERTIFY that on the 16th day of May, 2024, 1 served a true and correct copy of the foregoing upon each party in this matter by delivering the same to each of the following individuals by the method indicated below, addressed as follows: Second Request for Production — Page 3 of 4 Michael Duval By e-mail michael.duval@puc.idaho.gov Deputy Attorney General IDAHO PUBLIC UTILITIES COMMISSION P.O. Box 83720 Boise, ID 83720-0074 CDS STONERIDGE UTILITIES, LLC By e-mail chansan(@_comcast.net P.O. Box 298 utilities(a�_stoneridgeidaho.com Blanchard, ID 83804 Norman M. Semanko, ISB #4761 By e-mail nsemanko(D_parsonsbehle.com Patrick M. Ngalamulume, ISB #11200 pngalamulume(a�_parsonsbehle.com PARSONS BEHLE & LATIMER 800 W. Main Street, Suite 1300 Boise, Idaho 83702 Rick Haruthunian By e-mail: rharuthunian(c rmedlaw.com CONDOMINIUM OWNERS ASSOC. INC: Ramsden, Marfice, Ealy & De Smet, LLP (Exhibit Nos. 201-300) 700 Northwest Blvd. P.O. Box 1336 Coeur d'Alene, ID 83816-1336 DATED this 16th day of May 2024. R� G V\,^ `.4 Randolph Lee Garrison Second Request for Production — Page 4 of 4 MICHAEL DUVAL DEPUTY ATTORNEY GENERAL IDAHO PUBLIC UTILITIES COMMISSION PO BOX 83720 BOISE, IDAHO 83720-0074 (208) 334-0320 IDAHO BAR NO. 11714 Street Address for Express Mail: 11331 W CHINDEN BLVD, BLDG 8, SUITE 201-A BOISE, ID 83714 Attorney for the Commission Staff BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MATTER OF CDS STONERIDGE ) UTILITIES,LLC'S APPLICATION FOR ) CASE NO. SWS-W-24-01 AUTHORITY TO INCREASE ITS RATES ) AND CHARGES FOR WATER SERVICE IN ) THE STATE OF IDAHO ) FOURTH PRODUCTION REQUEST OF THE COMMISSION STAFF TO CDS STONERIDGE UTILITIES,LLC Staff of the Idaho Public Utilities Commission("Commission"), by and through its attorney of record, Michael Duval, Deputy Attorney General, requests that CDS Stoneridge Utilities, LLC ("Company")provide the following documents and information as soon as possible, but no later than THURSDAY,MAY 30, 2024. This Production Request is to be considered as continuing, and the Company is requested to provide,by way of supplementary responses, additional documents that it(or any person acting on its behalf) may later obtain that will augment the documents or information produced. Please provide answers to each question, supporting workpapers that provide detail or are the source of information used in calculations, and the name,job title, and telephone number of the person preparing the documents. Please also identify the name,job title, location, and telephone number of the record holder. FOURTH PRODUCTION REQUEST TO CDS STONERIDGE UTILITIES, LLC 1 MAY 9, 2024 In addition to the written copies provided as response to the requests,please provide all Excel spreadsheets and electronic files with formulas intact and enabled. REQUEST NO. 56: Please provide a copy of the 2023 annual report. If not available, please provide a date when it will be filed with the Commission. REQUEST NO. 57: Please provide all documents, including invoices, receipts, time sheets/weekly worked reports, etc., that support the Company's response to Staff s Production Request No. 1, Rate Case Labor Cost Details to date schedule. a. 2020-2023 Mailing Costs of$1,250; b. 2020-2023 Publication Costs $225; c. 2020-2023 Labor Costs $50,200; d. Jan-Mar 2024 labor Costs $12,300; and e. April 1-15, 2024, labor Costs $33,441.50. REQUEST NO. 58: Staff is unable to open the following spreadsheets provided in responses to Production Requests. Please provide the Excel and hardcopy printouts of the following: a. Response to Production Request No. 2 "2020_2023 Annual Depreciation Worksheet SRU Water Known Schedule;" b. Response to Production Request No. 5 "2023 Annual Depreciation Known changes" and"2020_2024 Annual depreciation Known Changes;" c. Response to Production Request No. 11 "Inland Power Master Meter List;" d. Response to Production Request No. 12 "well pump record 2019,"well pump record 2020 2023" and"well volumes 20-24;" e. Response to Production Request No. 15 "chlorine report 2019_2024;" f. Response to Production Request No. 19 "Backup Power System;" g. Response to Production Request No. 20 "Wireless meter changeout Cap Ex;" h. Response to Production Request No. 30 "IPUC Excel General Rate Case 2_29_24 final;" and i. Response to Production Request No. 32 "2020_2023 annual Depreciation Worksheet SRU Water Known Schedule." FOURTH PRODUCTION REQUEST TO CDS STONERIDGE UTILITIES, LLC 2 MAY 9, 2024 REQUEST NO. 59: Please provide copies of the Company's 2022 and 2023 tax returns. REQUEST NO. 60: As a supplement to Production Request No. 31, please provide identical reports for all months of 2022 and 2023 in Excel format. REQUEST NO. 61: Please explain the Company's billing policies and practices used to read customer meters. Pease answer the following: a. Please explain if the Company charges seasonal rates. If so, please provide the month and dates of the first and last meter reading of a calendar year. b. Please explain how a customer is billed if the meter is not read every month. c. If multiple months pass between meter readings, what is the monthly customer charge? d. If multiple months pass between meter readings, how is a customer's monthly consumption determined? DATED at Boise, Idaho, this 9 h day of May 2024. i Michael Duval Deputy Attorney General [:\Utility\UMISC\PRDREQ\SWS-W-24-01 PR#4.docx FOURTH PRODUCTION REQUEST TO CDS STONERIDGE UTILITIES, LLC 3 MAY 9, 2024 CERTIFICATE OF SERVICE I HAVE THIS `��DAY OF MAY 2024 I HEREBY CERTIFY THAT , SERVED THE FOREGOING FOURTH PRODUCTION REQUEST OF THE COMMISSION STAFF TO CDS STONERIDGE UTILITIES, LLC, IN CASE NO. SWS-W-24-01, BY E-MAILING A COPY THEREOF, TO THE FOLLOWING: CHAN KARUPIAH RICK HARUTHUNIAN MANAGING PARTNER RAMSDEN, MARFICE, EALY& DE SMET, CDS STONERIDGE UTILITIES, LLC LLP P.O. BOX 298 700 NORTHWEST BLVD. 364 STONERIDGE ROAD P.O. BOX 1336 BLANCHARD, ID 83804 COEUR D'ALENE, ID 83816-1336 E-MAIL: chansan ,comcast.net E-MAIL: rharuthunianAnnedlaw.com utilities(istoneridgeidaho.com RANDOLPH LEE GARRISON,PRO SE 76 BELLFLOWER CT. BLANCHARD, ID 83804 E-MAIL: izarrison(@,nngarrison.com PATRICIA JORDAN, SECRETARY CERTIFICATE OF SERVICE