20091117UWI to Staff 50, 54, 56-58, etc.pdf

McDevitt & Miller LLP
Lawyers
RECE
[phone]
[phone] (Fax)
420 W. Bannock Street 6
P.O. Box 2564-8370116nQ NOV \ 1 PM tti \
Boise, Idaho 83702
~ ovennber 17, 2009
Chas. F. McDevitt
Dean J. (Joe) Miler
17a Hand Delivery
Jean Jewell Secretary
Idaho Public Utities Coinssion
472 W. Washigton St.
Boise, Idaho 83720
Re: Case No. UWI-W-09-01
General Rate Case Filng
Dear Ms. Jewell:
Enclosed for fig, please fid thee (3) copies of United Water Idaho's Second Response to
Coinssion Staffs Thid Production Request ~o's 50, 54, 56-58, 60-63, 73-77, and 79.
Kidly retu a fie staped copy to nne.
Very Truy Yours,
McDevitt & Mier UP
~~
DJM/hh
EncL.
Dean J. Miler (ISB No. 1968)
McDEVITT & MILLER LLP
420 West Banock Street
P.O. Box 2564-83701
Boise, Idaho 83702
Tel: [phone]
Fax: [phone]
joeßYmcdevitt -miler .com
RE D
2009 NOV l 7 PH 4: r 6
Attorneys for United Water Idaho Inc.
BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION
IN THE MATTER OF THE APPLICATION OF )
UNITED WATER IDAHO INC., FOR )
AUTHORITY TO INCREASE ITS RATES AND ~
CHARGES FOR WATER SERVICE IN THE )
STATE OF IDAHO )
)
CASE NO.UWI-W-69-1H
UNITED WATER IDAHO INC~S
SECOND RESPONSE TO
COMMISSION STAFF'S THIRD
PRODUCTION REQUEST
United Water Idaho Inc, ("United Water") by and through its undersigned attorneys,
hereby submits its Second Response to the Commission Staffs Third Production Request No.'s
50,54,56-58,60-3, 73-77, and 79.
DATED this l1day of November, 2009.
UNITED WATER IDAHO INC.
BY.~ UU
ean J. Miler
McDevitt & Miler LLP
420 West Banock
Boise, Idaho 83702
P: 208.343.7500
F: 208.336.6912
Attorney for United Water
UNITED WATER IDAHO INC'S SECOND RESPONSE TO COMMISSION STAFF'S THIR
PRODUCTION REQUEST- 1
CERTIFICATE OF SERVICE
I hereby certify that on the ~day of November, 2009, I caused to be served, via the
method(s) indicated below, tre and correct copies of the foregoing document, upon:
Jean Jewell, Secretar
Idaho Public Utilities Commission
472 West Washington Street
P.O. Box 83720
Boise, ID 83720-0074
jjewell(fpuc.state.id. us
Hand Delivered
U.S. Mail
Fax
Fed. Express
Email
Brad M. Purdy
Attorney at Law
2019 N. 17th Street
Boise, ID 83702
bmpurdy(hotmail.com
Hand Delivered
U.S. Mail
Fax
Fed. Express
Email
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UNITED WATER IDAHO INC'S SECOND RESPONSE TO COMMISSION STAFF'S THIR
PRODUCTION REQUEST- 2
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 50:
Please provide information regarding the meter testing charge including the number of tests
performed over the past three years, number of meters found defective, number of customers
who have requested testing multiple times and the results of those multiple tests.
RESPONSE NO. 50:
United Water Idaho does not track customer requested meter tests separate from all other meter
tests. Attached are the results from the total number of meters tested for the three years
requested. A meter passes the test if it registers in the 98.5% - 101.5% average effciency range
in accordance with A WW A standards.
The Company did not charge any customers for a customer requested meter test during the
periods requested.
No. 50
Meter Test Results
#Of
Meters Failed Failed Average
Year Tested Passed Failed Under Over % Over -------1--
2007 672 459 213 212 1 0.17%
2008 972 783 189 186 3 0.81%
2009 1528 1507 21 21 0 0%
1-.2009 data through 11/12/2009
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 54:
Please describe how incoming calls from customers to the Company are handled. Include in that
explanation answers to the following questions: (a) Are all calls handled by a centralized
customer service call center, or are some types of calls (e.g., service outage or new construction)
directed to a separate call center or departent? (b) If some types of calls are directed outside
the customer service call center, are those calls separately measured or tracked? (c) If some
types of calls are handled through an interactive voice response (IVR) system without the callng
pary speaking to a customer service representative, are those calls separately measured or
tracked?
RESPONSE NO. 54:
Customer calls come into the Company via a dedicated customer service line and are answered
in the order they are received by a group of customer service representatives at the Company's
Victory Road office. The customer service line is tracked via a computerized system and the
Company reviews telephone reports for speed of answer, dropped calls, and other statistics on a
daily, weekly, and monthly basis.
The Company publishes telephone numbers for other areas of the business as well. Developers,
builders, other utilities, vendors, and others can call directly into the area of the business they
need and by pass customer service. If calls come into those areas, the calls are not tracked or
measured via the computerized system.
Customers have an opportunity to make payments through an IVR system, but that is the only
service option available on the IVR. United Water can run reports on the number of calls to the
IVR.
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 56:
Please provide the Company's performance objectives for handling incoming calls, include
objectives for both IVR and CSR handled calls. What steps does the Company take ifit fails to
meet its performance objectives?
RESPONSE NO. 56:
United Water Idaho's performance objectives for handling incoming calls are to maintain a 30-
second (or less) average speed of answer, and to achieve 3% or fewer abandoned calls.
Durng peak hours, the Company adjusts work flow among its telephone and biling CSR's to
enable as many calls to be answered as possible.
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 57:
Please provide the service level for the customer service call center by month for 2006, 2007,
2008 and 2009 to date. "Service level" is the percentage of calls answered within a certain
number of seconds, e.g., 80% of calls answered within 20 seconds. Please differentiate between
IVR and CSR calls.
RESPONSE NO. 57:
United Water Idaho does not track calls by service leveL. The performance objective is to
maintain a 30-second (or less) average speed of answer. The requested data is attached.
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UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 58:
Please provide the number of incoming calls handled by the customer service call center by
month for the calendar years 2006, 2007, 2008 and 2009 to date. Please differentiate between
IVR and CSR calls.
RESPONSE NO. 58:
The number of incoming calls handled by customer service by month for the requested years is
attached. All calls are answered by customer service representatives.
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UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patricia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 60:
Please provide the number of busy signals reached by paries calling the customer service center
by month for calendar year 2006, 2007, 2008 and 2009 to date. Please differentiate between IVR
and CSR calls.
RESPONSE NO. 60:
United Water Idaho does not track data on busy signals. If all the customer service
representatives are on calls, the next call goes into a queue until someone is available. There are
suffcient phone lines into the call center to prevent customers from getting a busy signal under
normal conditions.
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patrcia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 61:
Please provide the average speed of answer for the customer service call center by month for
each of the past four years (2006, 2007, 2008 and 2009 to date). "Average speed of answer" is
the interval (typically measured in seconds) between when a call reaches the Company's
incoming telephone system and when the call is picked up by a customer service representative.
Please differentiate between IVR and CSR calls.
RESPONSE NO. 61:
The average speed of answer data for the periods requested is already provided in response to
Production Request No. 57. All calls are incoming to the customer service center.
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patrcia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 62:
In his direct testimony witness Gregory P. Wyatt identifies three types of customer complaints:
water quality, high bils and disconnection. Please explain how the Company classifies an
incoming call handled by the call center and provide monthly data for each of the classifications
of incoming calls for the years 2006, 2007, 2008 and 2009 to date.
RESPONSE NO. 62:
Calls coming into the customer service center are answered by a customer service representative.
After discussing the call with the customer, the representative makes notes on the customer's
account in the Customer Information System relevant to the discussion. Each call is logged with
a specific call type that best describes the reason the customer was callng.
The data requested is attached.
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UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer: Patrcia Foss
Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 63:
Please describe how the Company handles e-mail inquiries, complaints, payment arrangements,
service orders, and other routine customer transactions. Please provide the average response
time for e-mail transactions by month for the year 2006,2007,2008 and 2009 to date. "Average
response time" is the average number of hours from receipt of an e-mail by the Company to
sending a substantive response; auto-response acknowledgements do not count as a substantive
response.
RESPONSE NO. 63:
All email inquiries are processed through Customer Service the day they are received or the
following business day if received after normal business hours. United Water Idaho does not
track the number of emails received nor does it track the average response time. The Company
also does not use an auto-response acknowledgment with emails.
Emails to the company come in via one email address. The Commercial Manager or the
Customer Service Supervisor opens each email and either prepares a response or refers the email
to the appropriate Customer Service group or deparment for a response.
Each complaint is handled by the appropriate group or deparent and is resolved as quickly as
possible. The majority of complaints are handled by the Customer Service group. How the
complaint is processed depends on what the customer complaint is about.
Customers who email regarding payment arangements are assisted by a Customer Service
Representative. If possible, the payment arangements proposed by the customer in the email are
accepted and entered onto the customer's account. An acknowledgment email is then sent to the
customer that the arrangement has been accepted. If the arrangement is not acceptable, the
Representative wíircall to negotiate different arangements or email with another suggestion.
Emails regarding service orders are processed by the Field Customer Service group. Depending
on the circumstances, some service orders are created from the email request and some are not.
Ifthe Company needs more information or updated information to process the service order, we
wil attempt to contact the customer by phone. If we are not able to contact the customer by
phone, we email them and ask them to contact the business office.
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer/Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 73:
In reference to the more than $12 million of investments the Company has made since the last
case to replace aging infrastrcture identified in Greg Wyatt's testimony (page 4, lines 9 and 10),
please provide the following:
a. project number;
b. project description;
c. project's original budget;
d. project's final budget if different than response to item c;
e. project costs;
f. date project was closed to Plant in Service; and
g. date project considered in service if different than response to item f.
RESPONSE NO. 73:
The attached Excel spreadsheet provides the requested information. The Replacement Mains
projects and the Agency Related Replacement Mains projects for the years listed are comprised
of a significant number of individual projects. The individual projects are available for
inspection at the Company's business offce during regular business hours.
Production Request No. 73 Sponsoring witness: Gregory P. Wyatt
Date
Project Project Transferred to
Project No. Project Description Budget Cost Plant in Service
C06F501 Replacement Services $1,122,400 $574,583 Various thru YE 2006
C07F501 Replacement Services $452,800 $479,585 Various thru YE 2007
C08F501 Replacement Services $632,200 $400,255 Various thru YE 2008
C09F501 Replacement Services $347,600 $377,100 Various thru YE 2009
C07F505 Replace Isolated Services $500,600 $465,430 Various thru YE 2007
C08F505 Replace Isolated Services $475,500 $615,062 Various thru YE 2008
C09F505 Replace Isolated Services $545,900 $600,000 Various thru YE 2009
C06G501 Replace Customer Meters $228,800 $225,578 Various thru YE 2006
C07G501 Replace Customer Meters $344,900 $565,767 Various thru YE 2007
C08G501 Replace Customer Meters $447,600 $280,559 Various thru YE 2008
C09G501 Replace Customer Meters $367,600 $375,000 Various thru YE 2009
C06D502 Short Mains & Valves $99,700 $103,306 Various thru YE 2006
C07D502 Short Mains & Valves $101,800 $157,923 Various thru YE 2007
C08D502 Short Mains & Valves $99,000 $169,600 Various thru YE 2008
C09D502 Short Mains & Valves $100,300 $110,000 Various thru YE 2009
C06D600 Replacement Mains $1,208,900 $1,292,994 Various
C07D600 Replacement Mains $1,258,300 $1,243,814 Various
C08D600 Replacement Mains $1,458,000 $1,946,540 Various
C09D600 Replacement Mains $1,492,800 $1,139,300 Various
C06D700 Agency Related Replacement Mains $450,900 $194,851 Various
C07D600 Agency Related Replacement Mains $675,100 $1,011,171 Various
C08D700 Agency Related Replacement Mains $223,800 $136,413 Various
C09D700 Agency Related Replacement Mains $334,200 $30,200 Various
TOTALS $12,968,700 $12,495,032
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer/Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 74:
Please provide detail regarding location, length, pipe size, whether bid or not, and cost
breakdown for the 16 miles of water mainline replacement referred to in Greg Wyatt's testimony
(page 4, lines 10 and 11) separated by calendar year to date.
RESPONSE NO. 74:
The attached Excel spreadsheet provides the requested information.
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UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer/Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 75:
In reference to the $2 milion in treatment facilities improvements at varous locations in the
system since the last general rate case identified in Greg Wyatt's testimony (page 4, lines 3 and
4), please provide the following:
a. project number;
b. project description;
c. project's original budget;
d. project's final budget if different than response to item c;
e. project costs;
f. date project was closed to Plant in Service; and
g. date project considered in service if different than response to item f.
RESPONSE NO. 75:
The attached Excel spreadsheet provides the requested information.
. '"
Production Request No. 75 Sponsoring Witness: Gregory P. Wyatt
Date
Project Project Transferred to
Project No.Project Description Budget Cost Plant in Service
C06B004 Arsenic Treatment $-$16,584 5/15/06
C07B005 Chlorine Residual Analyzers $6,100 $5,707 5/15/07
C07B007 Maple Hil Well #2 ASR $-$16,461 12/15/07
C07B008 Settler's Well ASR $-$20,674 12/15/07
C07B501 Replace Chlorination Equipment $27,800 $30,527 7/15/07
C07B502 Replace Marden UPS Components $6,700 $5,628 7/15/07
C07B503 Replace On-line Analyzers $27,800 $27,588 5/15/07
C07B504 Replace Marden Chemical Feed Pumps $11,100 $12,478 7/15/07
C07B505 Replace Marden PAC System $20,600 $19,101 7/15/07
C07B506 Repl CWTP CIP Heater $-$9,605 10/15/07
C07B507 Replace Treatment Equip $-$42,126 1/15/08
C08BOOI GAC Filter at Swift I & 2 $1,118,900 $1,633,800 8/15/08
C08B002 Bulk Salt Tan Project $-$117,819 7/15/08
C08B501 Replace Chlorination Equipment $30,900 $27,704 5/15/08
C08B502 Replace Treatment Equipment $19,900 $26,098 5/15/08
C08B503 Marden Tile Replacement $-$4,942 8/15/08
C09B501 Replace Chorination Equipment $89,100 $85,045 6/15/09
C09B502 Anual Equipment Replacement $55,700 $44,600 6/15/09
C09B503 Chlorine Residual Analyzers $6,100 $3,559 9/15/09
TOTALS $1,420,700 $2,150,046
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer/Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 76:
In reference to the $1.4 million in booster station improvements since the last general rate case
, identified in Greg Wyatt's testimony (page 4, lines 12 and 13), please provide the following:
a. project number;
b. project description;
c. project's original budget;
d. project's final budget if different than response to item c;
e. project costs;
f. date project was closed to Plant in Service; and
g. date project considered in service if different than response to item f.
RESPONSE NO. 76:
The attached Excel spreadsheet provides the requested information.
Production Request NO. 76 Sponsoring Witness: Gregory P. Wyatt
Date
Project Project Transferred to
Project No.Project Description Budget Cost Plant in Service
C05C003 WarSprings Booster $132,900 $84,119 1/15/06
C07C503 Brumback Booster Reconstrction $300,000 $288,304 11/15/07
C06C504 Reconfigure Federal Booster Station $48,300 $42,903 2/28/07
C07C004 Hidden Hollow Bstr Upgrade $-$182,648 2/25/08
C07C504 Braemere Booster Upgrade $259,600 $640,665 12/15/08
C08C505 Upgrade Carright Booster Station $-$210,567 3/15/09
TOTALS $740,800 $1,449,207
UNITED WATER IDAHO INC.
CASE UWI-W-09-01
THIRD PRODUCTION REQUEST OF THE COMMISSION STAFF
Preparer/Sponsoring Witness: Gregory P. Wyatt
REQUEST NO. 77:
In reference to the $0.7 milion in auxiliary power generators at varous sites throughout the
Company's water system identified in Greg Wyatt's testimony (page 4, lines 13 through 15),
please provide the following:
a. project number;
b. project description;
c. project's original budget;
d. project's final budget if different than response to item c;
e. project costs;
f. date project was closed to Plant in Service; and
g. date project considered in service if different than response to item f.
RESPONSE NO. 77:
The attached Excel spreadsheet provides the requested information.
Production Request No. 77 Sponsoring Witness: Gregory P. Wyatt
Date
Project Project Transferred to
Project No. Project Description Budget Cost Plant in Service
Aux Power (Ð Boulder, Scenic Cove,
Bluffs, Hillsborough and Braemere
Booster Stations and at Floating
C06C002 Feather Well $-$308,758 3/15/07
Aux Power (Ð Steelhead and Federal
C07C301 Booster Stations $-$179,391 4/15/08
Aux Power (Ð Hulls Gulch And
C08C302 Highland View Booster Stations $221,800 $235,766 4/15/09
.
TOTALS $221,800 $723,915
UNITED WATER IDAHO INC.
CASE UWI- W -09-01
THIRD PRODUCTION REQUEST OF TH COMMISSION STAFF
PreparerlSponsorig Witness: Gregory P. Wyatt
REOUEST NO. 79:
For the test year and the previous year, please provide all vehicle allowance and expense records,
monthly usage reports, anual mileage certification, logs, and any or all records pertaining to use
of company cars as outlined in UWI's automobile usage policy.
RESPONSE NO. 79:
Enclosed are the monthly vehicle usage logs in PDF format for the periods requested for the
following management individuals for whom a company vehicle is provided:
Greg Wyatt
Scott Rhead
Bil Car
Bob Lawrence
Dennis Fickes
John Stone
Mark Snider and Dan Brown are each provided a vehicle allowance of $400 per month in lieu of
provision of a company vehicle. The allowance is paid though the normal payroll process. No
vehicle usage logs are required from individuals for whom an allowance is paid.
Also enclosed are the auto log anual sumares for:
Greg Wyatt
Scott Rhead
Bil Car
Bob Lawrence
Dennis Fickes
John Stone
These sumaries provide the calculation of value added to the individual's anual W-2
statement
N!Carr,Willis
From 11101106 To 10131107
Auto Log Summary
Personal Miles Tolal Miles Business
Miles
Nov 2006 306 1,374 1,068
Dec 200 252 829 577
Jan 2007 324 1,149 825
Feb 2007 342 1,243 901
Mar 2007 283 1,356 1.073
Apr 2007 360 1,351 991
May 2007 288 977 689
Jun 2007 252 817 565
Jul2007 360 1,071 711
Aug 2007 396 1,045 649
Sep2007 270 1,877 1,607
Ocl2007 412 1,386 974
Total 3,845 14,475 10,630
Personal %27%
W-2 Calculation
Vehicle's fair market value (when placed in seNlce): $ 19,857.80
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fraction - the numerator is the days in the perio
Fraction - Ihe denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)27%
Taxable Vehicle Compensation - Company Car $ 1,444.50
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 1,444.50
Name Carr,Willis
From 11/01107 To 10131108
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2007 342 1,287 945
Dec 2007 289 1,251 962
Jan 2008 380 1,267 887
Feb 2008 247 658 411
Mar 2008 314 893 579
Apr 2008 342 990 648
May 2008 342 1,325 983
Jun 2008 323 804 481
Jul2008 304 825 521
Aug 2008 364 1,060 696
Sep2008 342 1,132 790
Oct 2008 378 1,326 948
Total 3,967 12,818 8,851
Personal %31%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 19,857.80
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fracllon - the numerator is the days in the period
Fracllon - the denominator of which is 366 days
100.00%
366
366
Personal Use Percentage (see above)31%
Taxable Vehicle Compensation - Company Car $ 1,658.50
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 1,658.50
Name Carr,Wills (1)Carr,willis (2)
From 11/01108 To 05/1219 From 05/13(09 To 10/31(09
Auto Log Summary
Personal Miles Total Miles Personal Miles Total Miles
Nov 2008 288 1,153 0 0
Oec2008 691 1,743 0 0
Jan 2009 406 1,336 0 0
212912009 376 1,221 0 0
Mar 2009 471 1,405 0 0
Apr 2009 420 1,514 0 0
May 2009 129 351 185 667
Jun 2009 0 0 362 1,343
Jul2009 0 0 441 1,245
Aug 2009 0 0 440 1,514
Sep 2009 0 0 330 1,010
Oct 2009 0 0 426 2,474
Total 2,781 8,723 2,184 8,253
Personal %32%26%
W.2 Calculation
Personal Use Percentage (see above)
$22,569.73
$6,100.00
47%
172
365
26%
Vehicle's fair market value:
Vehicle's annual lease value:
(See IRS table attached)
Period considered in calculation:
Fraction - the numerator is the days in the penod
Fraction. the denominator of which is 365 days
Amount to be reported on W-2 boxes 1 and 14 $905.25 $747.38
Total (Both Cars)$ 1,652.62
Name Fickes.Dennls M
From 11/01/06 To 10/31/07
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2006 383 620 237
Dec 2006 308 559 251
Jan 2007 434 747 313
Feb 2007 370 717 347
Mar 2007 431 662 231
Apr 2007 395 718 323
May 2007 354 526 172
Jun 2007 249 400 151
Jul2007 364 536 172
Aug 2007 380 631 251
Sep2007 358 473 115
Oct 2007 362 508 146
Total 4,388 7,097 2,709
Personal %62%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 20,06.00
Vehicle's annual lease value:
(See IRS table attached)
$ 5,600.00
Period considered in calculation:
Fractíon - the numerator is the days in the period
Fractíon - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)62%
Taxable Vehicle Compensation - Company Car $ 3,472.00
Taxable Vehicle Compensation. Allowance
Taxable Vehicle Compensation - Total $ 3,472.00
Name Fickes,Oennis M
From 11101/07 To 10131/08
Auto Log SummarY
Personal Miles Total Miles Business
Miles
Nov 2007 371 456 85
Oec2007 319 353 34
Jan 2008 457 555 98
Feb 2008 409 573 164
Mar 2008 404 647 243
Apr 2008 447 703 256
May 2008 261 446 185
Jun 2008 20 588 568
Jul2008 422 725 303
Aug 2008 346 624 278
Sep2008 413 594 181
Oct 2008 361 510 149
Total 4,230 6,774 2,544
Personal %62%
W-2 Calculation
Vehicle's fair market value (when placed in service); $ 20,064.00
Vehicle's annual lease value:
(See IRS table attached)
$ 5,600.00
Period cosidered in calculation;
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 366 days
100.00%
366
366
Personal Use Percentage (see above)62%
Taxable Vehicle Compensation - Company Car $ 3,72.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 3,472.00
Name Fickes,Dennls M
From 11/01108 To 10/31109
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2008 381 717 336
De02008 442 622 180
Jan 2009 371 499 128
Feb 2009 400 484 84
Mar 2009 450 649 199
Apr 2009 506 626 120
May 2009 280 316 36
Jun 2009 550 691 141
Jul2009 458 753 295
Aug 2009 444 638 194
Sep2009 530 740 210
Oct 2009 403 482 79
Total 5,215 7,217 2,002
Personal % 72.26%
W.2 CalculatloD
Vehicle's fair market value (when placed in service): $ 20,064.00
Vehicle's annual lease value:
(See IRS table attached)
$ 5,600.00
Period considered In calculation:
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)72.26%
Taxable Vehicle Compensation - Company Car $ 4,046.56
Hi Lawrence.Robert W
From 11/01/06 To 10131/07
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2006 210 796 586
Oec2006 240 809 569
Jan 2007 263 896 633
Feb 2007 209 908 699
Mar 2007 270 988 718
Apr 2007 246 1,019 773
May 2007 228 894 666
Jun 2007 283 1,218 935
Jul2007 218 1,029 811
Aug 2007 282 1,338 1,056
Sep2007 254 1,160 906
Oct 2007 315 1,521 1.206
Total 3,018 12,576 9.558
Personal %24%
W.2 Calculation
Vehicle's fair market value (when placed In service): $ 19,874.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fraction - the numerator is the days In the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)24%
Taxable Vehicle Compensation - Company Car $ 1.284.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 1.284.00
Name lawrence, Robert W
From 11/01/07 To 10/31/08
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2007 193 702 509
Oec2007 243 931 688
Jan 2008 262 954 692
Feb 2008 273 1,124 851
Mar 2008 260 1,138 878
Apr 2008 275 1,226 951
May 2008 392 1,613 1,221
Jun 2008 300 1,131 831
Jul2008 320 1,342 1,022
Aug 2008 372 1,424 1,052
Sep2008 349 1,377 1.028
Oct 2008 337 1,313 976
Total 3,576 14,275 10,699
Personal %25%
W-2 Calculation
Vehicle's fair market value (when placed in service): $ 19,874.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 366 days
100.00%
366
366
Personal Use Percentage (see above)25%
Taxable Vehicle Compensation - Company Car $ 1,337.50
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 1,337.50
lW Lawrence,Robert W
From 11101/08 To 10131/09
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2006 268 1,207 939
Oec2008 498 1,211 713
Jan 2009 223 620 597
Feb 2009 258 1,030 772
Mar 2009 258 913 655
Apr 2009 276 1,239 963
May 2009 246 852 606
Jun 2009 304 1,152 848
Jul2009 303 1,031 728
Aug 2009 316 1,302 966
Sep2009 304 1,409 1,105
Oct 2009 271 1,289 1,018
Total 3,525 13,455 9,930
Personal %26%
W-2 Calculation
Vehicle's fair market value (when placed in service): $ 19,874.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered In calculation:
Fraction - the numerator Is the days in the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)26%
Taxable Vehicle Compensation - Company Car $ 1,391.00
Name Rhead,H Scott
From 11/01/05 To 10131/07
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2006 1,170 1,527 357
Dec 2006 1,270 1,507 237
Jan 2007 744 930 186
Feb 2007 1,578 1,846 268
Mar 2007 746 1,153 407
Apr 2007 377 1,222 845
May 2007 676 1,416 740
Jun 2007 952 1,550 598
Jul2007 932 1,155 223
Aug 2007 1,158 1,521 363
Sep2007 372 486 114
Oct 2007 1,386 1,625 239
Total 11,361 15,938 4,577
Personal %71%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 19,515.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fraction - the numerator is the days in the períod
Fraction. the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)71%
Taxable Vehicle Compensation. Company Car $ 3,798.50
Taxable Vehicle Compensation. Allowance
Taxable Vehicle Compensation - Total $ 3,798.50
Name Rhead,H Scott
From 11/01/07 To 10/31108
Auto Log Summary
Personal Miles Tolal Miles
Business
Miles
Nov 2007 729 993 264
Dec 2007 622 934 312
Jan 2008 444 697 253
Feb 2008 594 814 220
Mar 2008 824 954 130
Apr 2008 704 963 259
May 2008 1,482 1,798 316
Jun 2008 1,198 1,494 296
Jul2008 221 308 87
Aug 2008 196 364 168
Sep 2008 182 324 142
Oct 2008 400 564 164
Tolal 7,596 10,207 2,611
Personal % 74%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 19,515.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculation:
Fraction. the numerator is the days in the period
Fraction - the denominator of which is 366 days
100.00%
366
366
Personal Use Percentage (see above)74%
Taxable Vehicle Compensation. Company Car $ 3.959.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 3,959.00
Name Rhead,H Scott
From 11101/08 To 10131109
Auto Log Summaiy
Personal Miles Total Miles Business
Miles
Nov 2008 566 744 178
Dec 2008 690 942 252
Jan 2009 636 868 232
Feb 2009 360 538 178
Mar 2009 622 792 170
Apr 2009 1,370 1,851 481
May 2009 512 598 86
Jun 2009 594 736 142
Jul2009 664 756 92
Aug 2009 636 792 156
Sep2009 594 686 92
Oct 2009 826 984 158
Total 8,070 10,287 2,217
Personal %78%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 19,515.32
Vehicle's annual lease value:
(See IRS table attached)
$ 5,350.00
Period considered in calculallon:
Fraction - the numerator is the days in the period
Fractlon - the denominator of which is 365 days
100.0%
365
365
Personal Use Percentage (see above)78%
Taxable Vehicle Compensation - Company Car $ 4,173.00
Name Stone,John
From 11/01/06 To 10131/07
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2006 540 1,591 1,051
Oe02006 570 1,369 799
Jan 2007 630 1,725 1,095
Feb 2007 600 1,691 1,091
Mar 2007 610 1,689 1,079
Apr 2007 630 1,963 1,333
May 2007 660 1,916 1,256
Jun 2007 630 1,538 908
Jul2007 630 1,643 1,013
Aug 2007 540 1,532 992
Sep2007 360 974 614
Oct 2007 630 1,599 969
Total 7,030 19,230 12,200
Personal %37%
W-2 Calculation
Vehicle's fair market value (when placed In service): $ 22.553.03
Vehicle's annual lease value:
(See IRS table attached)
$ 6.100.00
Period considered in calculation:
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)37%
Taxable Vehicle Compensation - Company Car $ 2,257.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 2,257.00
.t Stone,John
From 11/01/07 To 10131108
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2007 575 1,430 855
Oec2007 578 1,571 993
Jan 2008 632 1,363 731
Feb 2008 480 1,133 653
Mar 2008 630 1,832 1,202
Apr 2008 678 1,898 1,220
May 2008 630 1,734 1,104
Jun 2008 630 1,786 1,156
Jul2008 540 1,476 936
Aug 2008 678 1,710 1,032
Sep2008 656 1,762 1,106
Oct 2008 560 1,378 818
Total 7,267 19,073 11,806
Personal % 38%
W-2 Calculation
Vehicle's fair market value (when placed In service): $ 22,563.03
Vehicle's annual lease value:
(See IRS table attached)
$ 6,100.00
Period considered in calculation:
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 366 days
100.00%
366
366
Personal Use Percentage (see above)38%
Taxable Vehicie Compensation - Company Car $ 2,318.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 2,318.00
~Stone,John
From 11101108 To 10131109
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2008 522 1,375 853
Dec 2008 570 1,496 926
Jan 2009 642 1,319 677
Feb 2009 468 1,128 660
Mar 2009 584 1,435 851
Apr 2009 581 1,886 1,305
May 2009 800 1,696 896
Jun2009 684 1,545 861
Jul2009 590 1,340 750
Aug 2009 606 1,160 554
Sep 2009 684 1,644 960
Oct 2009 525 1,515 990
Total 7.256 17,539 10,283
Personal %41.37%
W.2 Calculation
Vehicle's fair market value (when placed in servce): $ 18,824.29
Vehicle's annual lease value:
(See IRS table attached)
$ 5,100.00
Period considered in calculation:
Fraction. the numerator is the days in the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percntage (see above)41%
Taxable Vehice Compensation - Company Car $ 2,109.87
Name Wyatt, Gregory P
From 11/01106 To 10/31107
Auto Log SummarY
Personal Miles Total Miles Business
Miles
Nov 2006 362 537 175
Oe02006 1,118 1,210 92
Jan 2007 422 918 496
Feb 2007 758 888 130
Mar 2007 679 868 189
Apr 2007 1,757 1,933 176
May 2007 467 1,290 823
Jun 2007 429 543 114
Jul2007 1,584 1,792 208
Aug 2007 578 78B 210
Sep 2007 430 636 206
Oct 2007 344 440 96
Total 8,928 11,843 2,915
Personal %75%
W.2 CalculatIon
Vehicle's fair market value (when placed in servce): $ 28,272.35
Vehicle's annual lease value:
(See IRS table attached)
$ 7,750.00
Period considered in calculation:
Fraction - the numerator is the days in the period
Fraction - the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)75%
Taxble Vehicle Compensation - Company Car $ 5,812.50
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 5,812.50
Name Wyatt,Gregory P
From 11/01107 To 10131/08
Auto Log Summary
Personal Miles Total Miles Business
Miles
Nov 2007 264 446 182
Dec 2007 754 884 130
Jan 2008 631 782 151
Feb 2008 639 1,188 549
Mar 2008 649 917 268
Apr 2008 559 723 164
May 2008 326 564 238
Jun 2008 494 653 159
Jul2008 1,117 1,289 172
Aug 2008 482 578 96
Sep 2008 459 550 91
Oct 2008 194 1,058 864
Total 6,568 9,632 3,064
Personal %68%
W-2 Calculation
Vehicle'S fair market value (when placed in service): $ 28,272.35
Vehicle's annual lease value:
(See IRS table attached)
$ 7,750.00
Period considered In calculation:
Fraction - the numerator Is the days in the period
Fraction - the denominator of which is 366 days
100,00%
366
366
Personal Use Percentage (see above)68%
Taxable VehIcle Compensation - Company Car $ 5,270.00
Taxable Vehicle Compensation - Allowance
Taxable Vehicle Compensation - Total $ 5,270,00
Name Wyatt, Gregory P
From 11101108 To 10131/09
Auto Log Summary
Personal Miles Tota/Miles Business
Miles
Nov 2008 282 337 55
Dec 2008 730 875 145
Jan 2009 1,324 1,415 91
Feb 2009 394 835 441
Mar 2009 495 760 265
Apr 2009 453 888 435
May 2009 2,214 2,262 48
Jun2009 333 490 157
Jul2009 1,502 1,619 117
Aug 2009 388 571 183
Sep2009 381 608 227
Oct 2009 245 462 217
Total 8,741 11,122 2,381 i~'
Personal % 79%
W.2 Calculation
Vehicle's fair market value (when placed in service): $ 28,272.35
Vehicle's annual lease value:
(See IRS table allached)
$ 7,750.00
Period considered in calculation:
Fraction. the numerator is the days in the period
Fraction. the denominator of which is 365 days
100.00%
365
365
Personal Use Percentage (see above)79%
Taxable Vehicle Compensation - Company Car $ 6,122.50