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HomeMy WebLinkAbout20260727Application.pdf t MELVYN BAILEY July 22, 2026 OWNER SCHWEITZER BASIN WATER LLC RECEIVED PO BOX 772 JULY 27, 2026 IDAHO PUBLIC SAGLE IDAHO 83860 UTILITIES COMMISSION 208-610-1768 SBAS INWATER@GMAIL.COM BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MATTER OF APPLICATION OF ) SCHWEITZER BASIN WATER LLC FOR ) AUTHORITY TO INCREASE ITS RATES ) CASE NO. SCH-W-26-01 AND CHARGES FOR THE WATER ) SERVICE IN THE STATE OF IDAHO. ) COMES NOW Schweitzer Basin Water LLC, hereinafter referred to as "Applicant" or "SBW" and holder of Certificate of Public Convenience and Necessity No. 521 from the Idaho Public Utilities Commission hereby applies to the Commission for authorization to increase its rates and charges for water service.The test year ended 2024. The current rates were approved by the PUC via Order No. 33372, dated Sept 2, 2015. Applicant is a Limited Liability Corporation duly qualified to do business in Idaho. In the test year,the Applicant provided water service to 458 residential and 0 commercial customers in or around the city of Sandpoint in Bonner County, Idaho.Approximately half our ERU's (living units) are in multifamily buildings, thus rates are based upon ERU's rather than by the connection. Application is made to the Commission to authorize a general 134 % increase in water rates as follows: • Each Equivalent Residential Unit(ERU) flat rate would increase from $39 (for units less than 500 sq ft)to $93 per month ($279 per quarter), an increase of$54 per month or approximately 138% • Each Equivalent Residential Unit flat rate would increase from $41 (for units greater than 500 sq ft) to $93 per month ($279 per quarter), an increase of$52 per month or approximately 127%. • The "Single living unit with additional guesthouse or attached living unit (no kitchen) which can be rented" would be removed. 1 • The "Single living unit with second living area which can be rented" would be removed. There are no metered residential or commercial customers. Customers will be billed quarterly for service provided during the previous three (3) months. The minimum charge for service shall be for one (1) month. The Non-Recurring Charges would be: • The Infrastructure Contribution Fee, would increase for"Each New single living unit" from $6950 to $11950, a 72% increase (2.7% rate for 20 years) • "Each additional single living unit which can be rented without a kitchen" would be removed. • The Water Tap fee for the nine (9) specified lots on Telemark Road would increase from $3000 to $4000, a 33% increase. • The Water Tap Fee for the five (5) specified Lots on Ullr would increase from $3500 to $4000, a 14% increase. • All Other Lots would increase from $2000 to $4000, a 100% (3% over 34 years). • A new Connection Transfer Fee, added for transferring an individual ERU, would be $150. There will be no additional charge for the Idaho Deparhnent of Environmental Quality fee to drinking water companies. Rules and Regulations Proposed Changes are: • Section 3.3 change "deposit' to "fee".The sentence will now read: "The Company shall not be obligated to provide service at a service location until any required fees has been received by the Company in accordance with the UCRR. " • Section 13.7 is proposed to be added: "Company does not provide water for irrigation. Customers shall refrain from watering outside areas (lawn, gardens, flowers, etc.). Applicant requests that such changes in rates and charges be effective on Sept 1, 2026. Applicant hereby certifies that it has notified its customers of the Application by mailing or emailing a notice to each customer the week of July 27, 2026. A similar notice has been published in Sandpoint Daily Bee during the week of July 27, 2026. Copies of these notices are included with this Application. 2 s Based upon the test year ending December 31, 2024,Applicant believes it's proposed increase in rates and charges is justified because there has not been a rate increase since 2012 and SBW has had a negative balance every year. The proposed rate seeks to bring the 2012 rate at par with current monetary values, compensate for added regulatory requirements, continue a system improvement program, cover existing expenses associated with routine operations and allow a reasonable rate of return associated with ongoing operations. Included with this Application are an original and seven copies of the Application and Exhibit Nos. 1 through 12 as follows: Exhibit No. 1, Schedule A, Plant in Service Exhibit No. 1, Schedule B,Accumulated Depreciation Exhibit No. 1, Schedule C, Rate Base Summary Exhibit No. 2, Schedule A, Revenues Exhibit No. 2, Schedule B, Expenses Exhibit No. 2, Schedule C, Income Statement Exhibit No. 3, Cost of Capital and Rate of Return Exhibit No. 4, Revenue Requirement with Calculated Annual Incomes Exhibit No. S, Marked up copy of Applicant's existing residential tariff showing the proposed changes in rates and charges. Exhibit No. 6: Existing Commercial Tariff with Proposed Changes Exhibit No. 7, Clean copy of Applicant's proposed residential tariff. Exhibit No. 8: Clean Copy Proposed Commercial Changes Exhibit No. 9, Copy of the tariff forms stating existing and/or proposed non- recurring fees for initial hook-up and reconnection fees, porposed new transfer fee, clean copy of proposed non-recurring fees, and proposed changes to the SBW Rules and Regulations, and clean copy of SBW Rules and Regulations. Exhibit No. 10, Copies of the customer's bill notification and the published notice. Exhibit No. 11,A current map of the water system showing wells, reservoirs, distribution lines, and fire hydrants. Exhibit No. 12,A written legal description of the boundaries of the service area. Also included are two copies of the following workpapers and supplemental schedules: Supplemental Schedule 1: A monthly schedule of water use for each customer on the system. Supplemental Schedule 2: A monthly schedule of water pumped from each of the Company's wells. Supplemental Schedule 3: A schedule showing each of the Company's wells, the size of the motor, pumping capacity in Gallons per Minute (GPM), depth of the well and depth to water aquifer. Supplemental Schedule 4: A schedule showing each of the Company's reservoirs showing the type of construction, means of system pressurization and capacity. 3 Supplemental Schedule 5: Workpapers explaining and showing the development of known changes to the test year financial data shown on Exhibit Nos. 1 through 4. To be provided as requested during the audit. Supplemental Schedule 6: Workpapers showing that the proposed rates will produce the revenue requirement shown on Exhibit No. 4, Column (D), line 3. Applicant further states that it stands ready for immediate consideration of this Application. Schweitzer Basin Water LLC respectfully requests favorable consideration of this Application. Please direct any questions or correspondence related to the Application to the Applicant as indicated on page 1. Dated this 22 day of July 2026. Respectfully submitted, Schweitzer Basin Water LLC N/IelB Hey, e yn H i 4 Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year: 2024 Exhibit No 1 Schedule A, Plant in Service Exhibit No 1 Schedule B, Accumulated Depreciation Exhibit No 1 Schedule C, Rate Base Summary KAI t BASE (SCHEDULE "A"ACCOUNT 101 PLANT IN SERVICE company Name- c we►tzer Basin Water C Idaho PUC Case um er: H-W -01 Test Year—enddd-- Tf24 A) B C Plant in Service(Annual Report, pg. 5) Known Pro Forma ACC DESCRIPTION Actual Changes* A+ B) 1 301 Organization 2 302 Franchises and Consents 3 303 Land & Land Rights 4 304 Structures and Improvements $ 166,478.00 $ 166,478.00 5 305 Collecting & Impounding Reservoirs 6 306 Lake, River&Other Intakes 7_307 Wells Is 63,859.00 $ 544.00 $ 64,403.00 8 308 Infiltration Galleries &Tunnels 9 309 Supply Mains 10 3101 Power Generation Equipment 11 3111 Power Pumping Equipment 12 3201 Purification Systems $ 2,142.00 $ 2,142.00 13 330 Distribution Reservoirs& Standpipes $ 221,597.00 $ 221,597.00 14 331 Trans. & Distrib. Mains&Accessories $ 313,417.00 $ 96,675.00 $ 410,092.00 15 333 Services 16 334 Meters and Meter Installations $ 1,501.00 $ 1,501.00 17 335 Hydrants 18 336 Backflow Prevention Devices $ 826.00 $ 826.00 19 339 Other Plant& Misc. Equipment 20 340 Office Furniture and Equipment $ 2,831.00 $ 2,831.00 21 341 Transportation Equipment $ 217,574.00 $ 217,574.00 22 3421 Stores Equipment 23 343 1 Tools, Shop and Garage Equipment $ 16,586.00 $ 4,530.00 $ 21,116.00 24 3441 Laboratory Equipment $ 2,800.00 $ 2,800.00 25 345 Power Operated Equipment $ 133,989.00 $ 133,989.00 26 346 Communications Equipment $ 4,997.00 $ 4,997.00 27 347 Miscellaneous Equipment 28 348 Other Tangible Property 29 ITOTAL PLANT IN SERVICE $ 1,148,597.00 $ 101,749.00 $ 1,250,346.00 Add lines 1 -28) *Attach detailed explanations and calculations showing _ the development of each "Known Change"to the test year data. Exhibit No. 1 Schedule A RATE BASE(SCHEDULE"B"ACCUMULATED DEPRECIATION) Company Name:Schweitzer Basin Water LLC Idaho PUC Case Number:SCH-W-26-01 Test Year ended:2024 y Accumulated Depreciation(Annual Report,pg. O C_6) (A) _ -( )_ Known Pro Forma ACCT A DESCRIPTION tual Changes' A+B 1 304 Structures and Improvements S 75.549,00 $ 4,162.00 $ 79,711.00 2 305 Collecting&Impounding Reservoirs 3 306 Lake River&Other Intakes 4 307 Wells 33 374.00 $ 1.776.00 $ 35,150.00 5-1 308 Infiltration Galleries&Tunnels 6 309 Supply Mains _ 7 310 Power Generation Equipment 8 311 Power Pumping Equipment 9i 320 Purification Systems $ 1,518.00 $ 107.00 $ 1,625.00 10 330 Distribution Reservoirs&Standpipes; $ 100,811.00 $ 4.432.00 $ 105,243.00 11 331 Trans.&Distrib. Mains&Accessories $ 174,813.00 $ 6.268.00 $ 181,081.00 1Z 333 Services 13 334 Meters and Meter Installations $ 1.376.00 $ 86.00 $ 1.462.00 14 335 Hydrants 15 336 Backflow Prevention Devices $ 369.00 $ 41.00 $ 410.00 16 339 Other Plant&Misc.Equipment 171 340 Office Furniture and Equipment $ 1,438.00 $ 102.00 $ 1,540,00 18 341 Transportation Equipment $ 53,830.00 $ 30,460.00 $ 84.290.00 19 342 Stores Equipment - - - —� - 20 343 Tools,Shop and Garage Equipment $ 11,904.00 $ 872.00 $ _12,776.00 21 344 Laboratoy Equipment 88.00 2,458.00 22 345 Power Operated Equipment _ $ 104,809.00 $ 13.399.00 $ 118 208.00 23 346 Communications Equipment - 24 347 Miscellaneous Equipment 25 348 Other Tangible Proms 26. TOTALS(Add Lines 1 -25) $ 562,061.00 $ 61.893.00 $ 623,954.00 i I *Attach detailed explanations and _ calculations showing the development of each"Known Change to the test year data. Exhibit No. 1 sch B RATE BASE(SCHEDULE"C"SUMMARY) Company Name:Schweitzer Basin Water LLC Idaho PUC Case Number:SCH-W-26-01 Test Year ended:2024 _ A B _ Test Year Known Pro Forma Actual Changes* A+B 1 Total Plant in Service Ex 1,Sch A,line 29 $ 1,148,597.00 $ 101,749.00 $ 1 250,346.00 2 Accumulated Depreciation_( 1•Sch B, line 26) $ 562.061.00 $ 61,893.00 $ 623.954.00 3 Net Plant in Service Line 1 less line 2 $ 586,536.00 $ 39,856.00 $ 625,392.00 4 Add Utility Plant Acquisition Adjustment— _ _ _ Annual Report a e 7,line 5 5 Add Materials&Supplies Inventories _ $ 12,901.00 $ 12,901.00 Annual Report page 7,line 22 6 Less Accum Amortization Util Plant Acq Adj" �Le Annual Report page 7,line 12 7 Less Customer Advances for Construction Annual Report page 8,line 22 8 Less Contributions in Aid of Construction Annual Report page 8,line 27) _ 9 Add Working Capital(1/8 Operating Expenses) (Exhibit No.2,Sch B,line 22/8). $ 36,412.00 $ 1,259.00 $ 37,671.00 10 Add Deferred Charges(If any,attach detail) Annual Report page 7,lines 29&30 11 TOTAL RATE BASE $ 635,849.00 $ 41,115.00 $ 676,964.00 " Attach detailed explanations and calculations - showing the development of each"Known Change" to the test year data. I Only if Commission approved. _ Exhibit No. 1 Schedule C Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 2, Schedule A, Revenues Exhibit 2, Schedule B, Expenses Exhibit 2, Schedule C, Income Statement OPERATING RESULTS(SCHEDULE"A" REVENUES) Company_Name:_Schweitzer Basin Water LLC Idaho PUC Case Number: SCH-W-26-01 Test Year ended: 2024 (A) — .. (B) C Test Year Known Pro Forma (See Annual Report page 3) Actual Changes" (A+B_) Water Revenues: $ 217,041.00 $ 10,734.00 $ 227,775.00 1 Unmetered 2 Metered-Residential 3 Metered-Commercial& Industrial 4 Fire Protection Revenue 5 Other Water Sales Revenue 6 Irriciation Sales Revenue 7 Sales for Resale 8 Total Water Revenue Add lines 1 -7 $ 217 041.00 $ 10,734.00 $ 227,775.00 9 DEQ Fees billed separately to customers 10 Hook-up or Connection Fees collected 11 Commission-approved Surcharges collected _ __ _ 12 TOTAL REVENUE Add lines 8- 11 $ 217,041.00 $ 10 734.00 $ 227,775.00 *Attach detailed explanations and calculations showing the development of each"Known Change" to the test year data. Exhibit No. 2 Schedule A OPERATING RESULTS SCHEDULE"B"EXPENSES) Company Name: Schweitzer Basin Water LLC Idaho PUC Case Number:SCH-W-26-01 Test Year ended: 2024 (A) (B) (C) Test Year Known Pro Forma See Annual Report page 3) Actual Changes* (A+B) 1 Labor-Operation & Maintenance $ 16,978.00 $ 16 279.00 $ 33,257.00 2 Labor-Customer Accounts $ 26,049.00 $ 1,575.00 $ 27,624.00 3 Labor-Administrative& General $_ 84,307.00 $ 20,173.00 $ 64,134.00 4 Salaries-Officers& Directors 5 Employee Pensions& Benefits $ 5,422.00 $ 153.00 $ 5,575.00 6 Purchased Water 7 Purchased Power& Fuel for Power $ 7,606.00 $ 895.00 $ 8,501.00 8 Chemicals $ 864.00 $ 200.00 $ 664.00 9 Materials&Sup lies-Operation &Maintenance $ 4,916.00 $ 6,723.00 $ 11,639.00 _10 Materials&Supplies-Admin&General _ $ 5,668.00 $ (1,242.00) $ 4,426.00 11 Contract Services-Professional $ 5,929.00 $ (4,737.00) $ 1,192.00 12 Contract Services-Water Testing $ 2,620.00 $ 970.00 $ 1,650.00 Contract Services-Other $ 39,021.00 Is 7,953.00 $ 46 974.00 13 Rentals-Property&Equipment $ 55,500.00 $ 4,500.00 $ 60,000.00 14 Transportation Expense $ 14,374.00 $ 3,659.00 $ 10,715.00 15lnsurance $ 12,280.00 $ (732.00) $ 11,548.00 16 Advertising 17 Rate Case Expense Amortization 18 Regulatory Comm. Exp. (Other Except Taxes) $ 9,765.00 $ 2,578.00 $ 7,187.00 19 Bad Debt Expense 20 Miscellaneous Expenses 6,281.00 $ 6,281.00 21 TOTAL OPERATING EXPENSES $ 291,299.00 $ 10,068.00 $ 301,367.00 *Attach detailed explanations and calculations _showing the development of each "Known ! Ex 2 sch B Change"to the test year data. - - OPERATING RESULTS SCHEDULE"C"INCOME STATEMENT) Company Name: Schweitzer Basin Water LLC Idaho PUC Case Number:SCH-W-26-01 Test Year ended:2024 (A) 8) (C) — _ Test Year Known Pro Forma _ Actual Chaff" I (A+B) 1__Revenue(From Ex.2,Sch A) $^ 217, 1.00 $ 10,734.00 $ 227,775.00 2 Operating Expenses(From Ex 2,Sch B,line 21) $ 291,299.00 $ 10.068.00 $ 301,367.00 3 Depreciation Expense $ 61,893.00 $ - $ 61 893.00 4 Amortization,Utility Plant Ac uisition Ad. 5 Amortization Exp.-Other 6 Regulatory Fees(PUC) $ 461.00 $ 21.00 $ 482.00 7 Property Taxes $ 17,783.00 $ (8,638.00) $ 9,145.00 8 Payroll Taxes - - - - - - 9A Other Taxes(list) 9B — 9C 9D 10 Federal Income Taxes 11 State Income Taxes 12 Provision for Deferred Income Tax-Federal 13 Provision for Deferred Income Tax-State 14 Provision for Deferred Utility Income Tax Credits 15 Investment Tax Credits-Utility 16 Total Expenses from Operations before interest(Add lines 2- 15) $ 371,4.3.6_.00 $ 1,451.00 $ 372,887.00 17 Income from Utility Plant Leases to Others - 18 Gains Losses from Disposition of Utility Plant 19 Net Operating Income(Add lines 1, 17&18 less line 16) 154,395.00 $ %283.00 $ 145112.00) 20 Revenues,Merchandizing,Jobbing.&Contract Work - —- - - - 21 Expenses,Merchandizing,Jobbing&Contracts 22 Interest&Dividend Income 23 Allowance for funds used during construction l 24 Miscellaneous Non-Utility Income 25 Miscellaneous Non-UUli Expense 26 Other Taxes, Non-Utility Operations Income Taxes, Non-Utility Operations 281 Net Non-Utility Income(Add lines 20,22,23, &24 less lines 21,25,26&27) W9 Gross Income(Add lines 19&28) $ 154,395.00 9,283.00 ; $ 145,112.00 30 Interest Exp.On Long-Term Debt $ 160.00 $ (160.00)1 $ - 31:Other Interest Charges 32'.NET INCOME(Line 29 less lines 30&31) $ (154,555.00 $ 9,443.00 $ (145,112.00 *Attach detailed explanations and calculations + EX 2 Sch C Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 3, Cost of Capital and Rate of Return COST OF CAPITAL AND RATE OF RETURN Company Name: Schwewitzer Basin Water LLC Idaho PUC Case Number:SCH-W-26-01 Test Year ended: 2024 (A� (B) (C) _ (D) Amount %of Total Cost Weighted Outstanding Outstandin of Cost _(Column A/ Capital _ (Column B X Total Line 6) Column C) 1 Common Equity(Proprietor Capital Paid In) $2,607,019 1001 0.121 0.12 2 Retained Earnings i 3 Total Common Equity(Proprietor Capital) Line 1 + Lind $2,607,019 100 0.12! 4 - 5 Long-Term Debt 6 Total Capital $2,607,019 7 Weighted Cost of Capital (Rate of Return Required) 0.12 Line 3 +5 I - Exhibit 3 # I Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 4, Revenue Requirement With Calculated Annual INcome A B C D E F G H J z Revenue Requirement with Calculated Incomes 3 4 Company Name:Schweitzer Basin Water LLC 5 6 Idaho PUC Case No. SCH-W-26-01 7 ) 8 Test Year Ended: 2024 - 9 - 10 (A) (B) {C) l l Test Year Known Pro Forma 12 Actual Changes (A+B) 13 1 Rate Base(Ex.1,Sch C,line 11) $635,8491 $41,115 $676,964'; j 14 2 Required Rate of Return(Ex.3,line 7) 0.12 0.12 15 3 Income Required(Line 1 x Line 2) $76,302 $81,236, 11 16 4 Income Realized(Ex.2,Sch C.line 29) -$154,555 $9,443 -$145,112 I 17 5 Income Deficiency(Line 3 less Line 4) $230,857 $226,348 Calculated Incomes 18 Not Considering customers paid ahead 19 6 Net Operating Income Deficiency $230,857 $226,348 For2024: 1 1 i 20 7 Gross Up Factor 1.339466 1.339466 132ERU(<500ft2)x 12 x$39=$61776 21 8 Total Incremental Revenue Requirement $309,225 $303,185 326ERU(>500ft2) x 12 x$41=$160392 22 1 Total $222168 23 9 Revenues at Existing Rates $222,168 $226,104 24 10 Total Revenues Requirement $531,393 $529,289 For 2025 25 132ERU(<500fL2)x 12 x$39=$ 61776 26 11 Percent Gross Revenue 139.19% 134.09% 334ERU(>500ft2)x 12 x$41=$164328 27 Total $226104 28 — - - — - — 29 12 Total Gross Revenue 1.000000 1.000000 30 13 Less Regulatory Fees(Percentage) 0.002091 0.002091 31 32 14 Net Revenue 0.997909 0.9979091 33 15 State Income Tax Rate 0.053 f 0.052889 0.052889 f ) 34 _ 35 16 Federal Income Tax Base 0.945020 0.945020, 36 I 37 17 Federal Income Tax Rate 0.21 0.198454 0.198454' 38 - - 39 18 Net Operating Revenue 0.746566 0.7465661 40 �— T 41 19 Net Income to Gross Revenue Multiplier 1.3394661 1.339466! 42 43 20 Composite Fed and State Tax Rate 25.13% 25.13%1 44 - - 45 - - — - - 46 47 Exhibit 4 Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 5, Existing Residential Tariff with Proposed Changes IDAHO PUBLIC UTILITIES COMMISSION ram., Approved Effective Schweitzer Basin Water LLC Aug 31,2016 July 1, 2016 Per O.N.33580 Original Sheet I Jean D. Jewell Secretary SC,V1&V .I LE Recurring Charges Water Service Fee q&ro C s2-7 Single living unit 5 Apr $alifmo. ($4-U/qtr.) D 't .) 4i Customers are billed quarterly for service provided during the previous three (3)• months. The minimum charge for service shall be the appropriate water service fee designated for one (1) month. Issued August 9,2016 Issued by Schweitzer Basin Water LLC Effective July 1,2016 Mel Bailey,Owner .0 Order No 33543 Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 6, Existing Commercial Tariff with Proposed Changes There are no commercial tariffs. Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 7, Clean Copy Proposed Residential Changes Schweitzer 1DAH0 PUBLIC UTILITIES COMMISSION Approved Effective "' Schweitzer Basin Water LLC Original Sheet 1 SCHEDULE 1 Recurring Charges Water Service Fee Single living unit (Equivalent $93/mo. ($279/qtr.) Residential Unit, ERU) Customers are billed quarterly for service provided during the previous three (3)- months. The minimum charge for service shall be the appropriate water service fee designated for one (1) month. Issued Issued by Schweitzer Basin Water LLC Effective Order No IDAHO PUBLIC UTILITIES COMMISSION Schweitzer Basin Water LLC Approved Effective Original Sheet 2 SCHEDULE 2 Non-recurring Charges Infrastructure Contribution Fee $ 11950 Each new single living unit Water Tap Fee All lots $ 4000 Issued Issued by Schweitzer Basin Water LLC Effective Order No Schweitzer IDAHO PUBLIC UTILITIES COMMISSION Schweitzer Basin Water LLC Approved Effective Original Sheet 3 Non-Recurring Charas (continued) Late Payment Fee: One percent (1%) Applies to any unpaid balance owed more than 15 days-after the bill's due date. Reconnection Fee: $300.00 Applies when a customer requests disconnection of service and subsequently requests reconnection at the same location on a later date. Does not apply to situations where the customer requests disconnection to make repairs or prevent water damage to the customer's property. Also does not apply when service was disconnected by the Company for its convenience. Reconnection Fee: Actual cost of labor and equipment required to reconnect service. Applies when a customer requests reconnection following disconnection of service for non-payment. Fire Hydrant Installation Fee: $500.00 Applies when a fire hydrant is installed at a customer's request. Insufficient Funds Charge: $20.00 Applies when a customer tenders payment for utility service with a dishonored check or makes an electronic payment on an account with insufficient funds. Connection transfer Fee: $150 Applies when transferring of ownership of a single ERU (not condominiums) i IDAHO PUBLIC UTILITIES COMMISSION Schweitzer Basin Water LLC Approved Effective Original Sheet 4 Schedule 3 Department Of Environmental Quality Fee: $0.00 Current fee is currently less than $0.12 per ERU per month. This fee will not be charged on a monthly or quarterly basis. Issued Issued by Schweitzer Basin Water LLC Effective Order No Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 8, Clean Copy Proposed Commercial Changes There are no Proposed Commercial Changes. Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 9, Tariff Form Showing Proposed Non-Recurring Fees for Initial Hookup and Reconnection fees IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Aug 31,2016 July 1, 2016 Per O.N.33580 Original Sheet 2 Jean D.Jewell Secretary Non-re curri ncl Charges Infrastructure Contribution Fee Each new single living unit695f;~- Water Tap Fee , Bl( A I et 12, e.Bit A l qO r l 8k A et IS , $3566 All etheF lots $2999-1 Li oO l7 Issued August 9, 2016 Issued by Schweitzer Basin Water LLC Effective July 1,2016 Mel Bailey, Ow er Order No 33643 J IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Aug 31, 2016 July 1, 2016 Per O.N.33580 Origins! Sheet 3 - Jean D.Jewell Secretary :5GN&-vuL,E 2 �o n�-r, ru QED Non-Recurring Charges jcontinued) Late Payment Fee:_ One percent (1%) Applies to any unpaid balance owed more than 15 days after the bill's due date. Reconnection Fee: $300.00 Applies when a customer requests disconnection of service and subsequently requests reconnection at the same location on a later date. Does not apply to situations where the customer requests disconnection to make repairs or prevent water damage to the customer's property. Also does not apply when service was disconnected by the Company for its convenience. Reconnection Fee: Actual cost of labor and equipment required to reconnect service. Applies when a customer requests reconnection following disconnection of service for non-payment. Fire Hydrant Installation Fee: $500.00 Applies when a fire hydrant is installed at a customer's request. Insufficient Funds Charge: $20.00 Applies when a customer tenders payment for utility service with a dishonored check or makes an electronic payment on an account with insufficient funds. �Gt4 rp u 3 y� �' M �7AL— Q uA-i,r� �JEPR'2Trn_N OF g 2Ll �cfL - A 1M o N T N U'1 J e G�U►��'t✓��� S t Issued August 9,2016 Issued by Schweitzer Basin Water LLC Effective July 1,2016 Mel Bailey, Ow er Order No 33543 IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Aug 31,2016 July 1,20-16 Per O.N.33560 Original Sheet 6 Jean D.Jewell Secretary 3.3 The Company shall not be obligated to provide service at a service location Until any required depes+t fee has been received by the Company in accordance with the UCRR. 3.4 Special contracts may be required where large investments in special facilities are necessary to provide the requested service. The Company may require contribution toward such investment and establish such minimum charges as are deemed necessary. All such contracts shall be subject to the approval of the Commission. 3.5 The Company reserves the right to place limitations on the amount and character of water service it will supply and to refuse service if, in its opinion: a. the Company is required to refuse or limit service by regulatory authorities having jurisdiction over the Company; b. the requested service installation is of larger size than is necessary to properly serve the premises; C. the permanency of the building, structure, or institution requesting to be served is such that the Company's investment in such service is jeopardized; d. the depth of the applicant's service line is less than the minimum depth required for frost protection; e. the applicants' proposed service, main or other appurtenance does not conform to good engineering design or meet the standard specifications of the Company; or f. if the applicant refuses to agree to abide by the rules and regulations of the Company. If the Company denies service to an applicant for any reason, it shall Immediately provide the applicant with a written explanation of its decision in accordance with the UCRR. 4. DEPOSITS 4.1 Rules and Regulations regarding deposits can be found in the UCRR_ 5. RATES Issued August 9,2016 Issued by Schweitzer Basin Water LLC Effective July 1,2016 Mel Bailey, Ow77 Order No 33543 IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Original Sheet 13 shall take any water from any fire hydrant on the Company's system except in the case of an emergency. 13.3 No one shall tamper or interfere with the Company's equipment or property, nor shall repairs, connections or replacements be made without Company authorization. 13.4 Whenever an applicant desires service of a character for which there is no available service classification, a contract may be executed in lieu of a tariff. Any such contract shall be subject to the approval of the Idaho Public Utilities Commission. 13.5 Copies of the Company's rates and summary of rules and regulations shall be available at the Company's office and provided to customers upon commencement of service, and annually thereafter in accordance with the UCRR. 13.6 When water is desired for filling a swimming pool, hot tub or other such uses which require abnormally large quantities of water, arrangements shall be made with the Company prior to the taking of such water. 13.7 Company does not provide water for irrigation. Customers shall refrain from watering outside areas (lawn, gardens, flowers, etc.). 14 Special Provisions or Amendments 14.1 Fire Hydrants a. The Company does not provide fire hydrants on the water system. All fire hydrants are owned by individual property owners or homeowners' associations. b. The water system was not designed to furnish fire protection; the Company's purpose is to furnish only domestic water service_ Therefore, the Company shall not be responsible for loss or damage claimed to have occurred due to lack of adequate water supply, or water pressure, and merely agrees to furnish such quantity of water at such pressure as are available in its general I distribution system. If a new installation or additional flows and f pressure are required, it is the responsibility of the fire hydrant owner and the fire hydrant owner's engineer to determine, with the Company and DEQ's approval, a system design change that would provide such additional flows and/or pressures. These system changes, if agreed upon by the Company, shall be at the expense of the fire hydrant owner. The Schweitzer Fire District shall be Issued August 9, 20% issued by Schweitzer Basin Water LLC Effective July 1, 2016 Mel Balley, Own' Order No 33543 -* t IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC SCHEDULE 2 Non-recurring C�har.,ges Infrastructure Contribution Fee $ 11950 Each new single living unit Water Tay Fee All lots $ 4000 Issued Issued by Schweitzer Basin Water LLC Effective Order No Schweitzer IDAHO PUBLIC UTILITIES COMMISSION - Schweitzer Basin Water LLC Approved Effective f Non-Recurring Charg -s (continued) Late Payment Fee: One percent (1%) _ Applies to any unpaid balance owed more than 15 days-after the bill's due date. Reconnection Fee: $300.00 Applies when a customer requests disconnection of service and subsequently requests reconnection at the same location on a later date. Does not apply to situations where the customer requests disconnection to make repairs or prevent water damage to the customer's property. Also does not apply when service was disconnected by the Company for its convenience. Reconnection Fee: Actual cost of labor and equipment required to reconnect service. Applies when a customer requests reconnection following disconnection of service for non-payment. Fire Hydrant Installation Fee: $500.00 Applies when a fire hydrant is installed at a customer's request. Insufficient Funds Chargg. $20.00 Applies when a customer tenders payment for utility service with a dishonored check or makes an electronic payment on an account with insufficient funds. Connection transfer Fee: $150 Applies when transferring of ownership of a single ERU (not condominiums) IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Schedule 3 Department Of Environmental Quality Fee: $0.00 Current fee is currently less than $0.12 per ERU per month. This fee will not be charged on a monthly or quarterly basis. Issued Issued by Schweitzer Basin Water LLC Effective Order No 3.3 The Company shall not be obligated to provide service at a service location until any required fee has been received by the Company in accordance with the UCRR. 3.4 Special contracts may be required where large investments in special facilities are necessary to provide the requested service. The Company may require contribution toward such investment and establish such minimum charges as are deemed necessary. All such contracts shall be subject to the approval of the Commission. 3.5 The Company reserves the right to place limitations on the amount and character of water service it will supply and to refuse service if, in its opinion: a. the Company is required to refuse or limit service by regulatory authorities having jurisdiction over the Company; b. the requested service installation is of larger size than is necessary to properly serve the premises; G. the permanency of the building, structure, or institution requesting to be served is such that the Company's investment in such service is jeopardized; d. the depth of the applicant's service line is less than the minimum depth required for frost protection; e. the applicants' proposed service, main or other appurtenance does not conform to good engineering design or meet the standard specifications of the Company; or f. if the applicant refuses to agree to abide by the rules and regulations of the Company. If the Company denies service to an applicant for any reason, it shall immediately provide the applicant with a written explanation of its decision in accordance with the UCRR. 4. DEPOSITS 4.1 Rules and Regulations regarding deposits can be found in the UCRR. 5. RATES Issued August 9,2016 Issued by Schweitzer Basin Water LLC Effective July 1,2016 Mel Bailey, Own Order No 33543 . 1 w 1 IDAHO PUBLIC UTILITIES COMMISSION Approved Effective Schweitzer Basin Water LLC Original Sheet 13 shall take any water from any fire hydrant on the Company's system except in the case of an emergency. 13.3 No one shall tamper or interfere with the Company's equipment or property, nor shall repairs, connections or replacements be made without Company authorization. 13.4 Whenever an applicant desires service of a character for which there is no available service classification, a contract may be executed in lieu of a tariff. Any such contract shall be subject to the approval of the Idaho Public Utilities Commission. 13.5 Copies of the Company's rates and summary of rules and regulations shall be available at the Company's office and provided to customers upon commencement of service, and annually thereafter in accordance with the UCRR. 13.6 When water is desired for filling a swimming pool, hot tub or other such uses which require abnormally large quantities of water, arrangements shall be made with the Company prior to the taking of such water. 13.7 Company does not provide water for irrigation. Customers shall refrain from watering outside areas (lawn, gardens, flowers, etc.). 14 Special Provisions or Amendments 14.1 Fire Hydrants a. The Company does not provide fire hydrants on the water system. All fire hydrants are owned by individual property owners or homeowners' associations. b. The water system was not designed to furnish fire protection; the Company's purpose is to furnish only domestic water service. Therefore, the Company shall not be responsible for loss or damage claimed to have occurred due to lack of adequate water supply, or water pressure, and merely agrees to furnish such quantity of water at such pressure as are available in its general distribution system. If a new installation or additional flows and pressure are required, it is the responsibility of the fire hydrant owner and the fire hydrant owner's engineer to determine, with the Company and DEQ's approval, a system design change that would provide such additional flows and/or pressures. These system changes, if agreed upon by the Company, shall be at the expense of the fire hydrant owner. The Schweitzer Fire District shall be Issued August 9, 2016 Issued by Schweitzer Basin Water LLC Effective July 1, 2016 Mel Bailey, Own Order No 33643 t Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year Exhibit 10, Copies of Customer Notification and Published Notice Schweitzer Basin Water LLC PO Box 772 Sagle Idaho 83860 208-610-176$ sl?dsir water@glil.com CUSTOMER NOTICE J u ly 27, 2026 Schweitzer Basin Water LLC (SBW) has filed an application with the Idaho Public Utilities Commission (PUC) requesting approval of a proposed rate increase to be effective September 1 , 2026. SBW has not had a rate increase since 2012 and has had a negative balance every year. The proposed rate seeks to bring the 2012 rate at par with current monetary values, compensate for added regulatory requirements, continue a system improvement program, cover existing expenses associated with routine operations and allow a reasonable rate of return associated with ongoing operations. If approved, the Recurring Rate Charges would be: ® Each Equivalent Residential Unit (ERU) flat rate would see the monthly bill increase from $39 (for units less than 500 sq ft) to $93 per month ($279 per quarter), an increase of$54 per month or approximately 138%, and • Each ERU flat rare would see the monthly bill increase from $41 (for units greater than 500 sq ft) to $93 per month ($279 per quarter), an increase of $52 per month or approximately 127%. ® Other, non-recurring charge changes are shown in the application. The company is proposing to increase overall revenue by $303,185. This represents an overall increase of 134%. The application is a proposal, subject to public review and a Commission decision. A copy of the application is available for review at the office of the PUC and SBW. The application may also be viewed on the PUC web site at www.puc.idaho.gov. The application and other case information may be found by clicking on the "WATER" icon, then on "OPEN CASES' and scroll down to Case No SCH-W-26-01. Interested parties may submit written comments to the IPUC. • File comments electronically via the Commission website at: www.puc.idaho.gov. {Look for the case comment form under "CONSUMERS" on the home page. • Email comments to secretary@puc.idaho.gov • Comments may also be submitted by email on the IPUC website by clicking on the "CONTACT US" link. • Mail comments to: Idaho Public Utilities Commission PO Box 83720 Boise ID 83720-0074 When mailing comments, please referto Case No, SCH-W-26-01 We understand that this is a significant rate increase. We have tried to maintain our service to you at a reasonable cost and to operate in a cost- effective manner. We appreciate your understanding that costs are increasing and affecting all of us. Mel Bailey, Owner, Schweitzer Basin Water LLC -or-Lm ne dlate-R.e tees e Media contact: Mel Bailey 208-610-1768 or sbasinwater@gmail.com Schweitzer Basin Water LLC Files General Rate Increase Sandpoint ID - On July 27, 2026 -Schweitzer Basin Water LLC (SBW)filed an application with the Idaho Public Utilities commission (IPUC)for a proposed general rate increase to become effective September 1, 2026. SBW has not had a rate increase since 2012 and has had a negative balance every year. The proposed rate seeks to bring the 2012 rate at par with current monetary values, compensate for added regulatory requirements, continue a system improvement program, cover existing expenses associated with routine operations and allow a reasonable rate of return associated with ongoing operations. The recurring, monthly rate for all living units (Equivalent Residential Units, ERU's)would go from $39 or$41 per month to$93 per month, ($279 per quarter). The company is proposing to increase overall revenue by$303185. This represents an overall increase of 134%. The filing is subject to a public review and a Commission decision before it can take effect. A copy of the application is available for review at the office of PUC, 11331 W Chinden Blvd, Building 8, Suite 201-A, Boise, Idaho 83714, and SBW office at 94 Crystal Court, Sandpoint Idaho 83864. The application may also be viewed on the IPUC web site at www.puc.idaho.gov, click on the"WATER"icon, then"OPEN CASES", scroll to SCH-W-26- 01. If you would like to submit comments on the proposed rate change, please reference the rate case number SCH-W-26-01. You can file comments by going to the Commission website puc.idaho.gov/Form/CaseCo_mment or use the"CONTACT US"link, email comments to secretary@puc.idaho.gov, or mail comments to: Idaho Public Utilities Commission Schweitzer Basin Water LLC PO Box 83720 PO Box 772 Boise, ID 83720-0074 Sagle ID 83860 208-334-0300 208-610-1768 Company Name: Schweitzer Basin Water LLC IPUC Case Number: SCH-W-26-01 Test Year: 2024 Exhibit No. 11 Map of Current Water System