20091208UWI to Staff 90, 115, 119.pdf

[phone]
[phone] (Fax)
Via Hand Delivery
Jean Jewell, Secreta
Idaho Public Utities Comrssion
472 W. Washigton St.
Boise, Idaho 83720
McDevitt & Miller LLP
Lawyers
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420 W. Bannock Street
P.O. Box 2564-iüiÐEC -8 PH I: 56
Boise, Idaho 8370~," . , ,r'
lL~l~j1t)
UTIL\l \l::S
December 8, 2009
Re: Case No. UW-W-09-01
General Rate Case Filng
Dear Ms. Jewell:
Enclosed for fig, please fid thee (3) copies of United Water Idaho's Fift Response to
Comrssion Staffs Four Production Request Nos. 90, 115, and 119.
Kidly retu a fie staped copy to me.
DJM/hh
Encl.
Very Truy Yours,
McDevitt & Mier ii\\ \\t\~~. Mier .
Chas. F. McDevitt
Dean J. (Joe) Miler
ORlG\NAL
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]
joeCimcdevitt - miler. com
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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-09-01
UNITED WATER IDAHO INC'S
FIFTH RESPONSE TO
COMMISSION STAFF'S FOURTH
PRODUCTION REQUEST
United Water Idaho Inc, ("United Water") by and through its undersigned attorneys,
hereby submits its Fift Response to the Commission Staffs Four Production Request Nos. 90,
115, and 119.
DATED this ~day of December, 2009.
UNITED WATER IDAHO INC.
ByDl,UL
Deah J. Miler
McDevitt & Miler LLP
420 West Bannock
Boise, Idaho 83702
P: 208.343.7500
F: 208.336.6912
Attorneyfor United Water
UNITED WATER IDAHO INC'S FIFTH RESPONSE TO COMMISSION STAFF'S FOURTH
PRODUCTION REQUEST- 1
CERTIFICATE OF SERVICE
I hereby certify that on the Ql day of December, 2009, I caused to be sered, via the
methodes) indicated below, true an~rrect copies of the foregoing document, upon:
Jean Jewell, Secretary
Idaho Public Utilties Commission
472 West Washington Street
P.O. Box 83720
Boise, ID 83720-0074
¡jewell (ipuc. 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
bmpurdmhotmail.com
Hand Delivered
U.S. Mail
Fax
Fed. Express
Email
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UNITED WATER IDAHO INC'S FIFTH RESPONSE TO COMMISSION STAFF'S FOURTH
PRODUCTION REQUEST- 2
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UNITED WATER IDAHO INC.
CASE UWI-W-09-01 20090EC -8 PH l: 57
FOURTH PRODUCTION REQUEST OF THE COMMISSION ~irNil)ULU"i
UTILITIES COr,'ljllSSIO¡O,!
Preparer: Wiliam Becker
Sponsoring Witness: Kevin Doherty
REQUEST NO. 90:
Please provide a spreadsheet in Excel format with formulas activated detailng United
Waterworks Dividend/Capital Contributions (il Cash settlement) in 2008. Please see the
following fie from the 2006 general rate case for suggested format: k:\2006 Rate Case\JJH
Offcial Responses\Audit Req #2 Resp 16 to 63\(# 23 IU cash settlement.xls) Sheet1.
RESPONSE NO. 90:
Please refer to the attched Excel spreadsheet.
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P
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RE IV
UNITED WATER IDAHO INC.
CASE UWI-W-09-01 Z0090EC -8 PM J: 58
FOURTH PRODUCTION REQUEST OF THE COMMISSI0ir)~¡r~~lbL'",
lUTllITIF~ ('()M¡;,,'i;;~Ç:ít\¡\!,_ 10' Y' -.;' iii f;". l \.Jt.,.l, ""J"o.
Preparer/Sponsoring Witness: Kevin H. Dohert
REQUEST NO. 115:
Please provide a list of affiliate companies and/or operations that have been discontinued since
2007, if any, and how the costs associated with those discontinued operations were handled. For
example, were employees absorbed into the utility and if so, how many employees, what was the
associated dollar amount, when did it occur, and what is the ongoing impact to the Company as a
whole.
RESPONSE NO. 115:
Since 2007, there has been no discontinuance of service for any utilty company owned by
United Waterworks (UWW). One small New York company, UW Nichols, with approximately
220 customers, was merged with another small New York utilty, UW Owego, in an effort to
spread the costs of operating the companes over a larger customer base. UW Nichols had no
employees and had been operated for years by UW Owego. There were no cost savings as a
result of the merger on the new entity, UW Owego/Nichols and no impact on any of the
remaining UWW subsidiaries, including UW Idaho.
In addition, affiliate 00308 United Water Operations Idaho which had been operated by UWI,
had no active contracts as of December 31, 2008 and will be liquidated in late 2009 or early
2010. This entity also had no employees as UWI provided the manpower, when needed, for the
operation of this Business Unit. Tota labor costs from UWI to United Water Operations Idaho
for 2007,2008 and 10 months of2009 were $112,4l2, $75,371 and $331, respectively.
R-~f"ri'i-,""'\ :i_ !'o ;:~_ ï j :: Li
UNITED WATER IDAHO INC.
CASE UWI-W-09-01 Z009 DEC -8 PH I: 57
FOURTH PRODUCTION REQUEST OF THE COMMISSION S5FAl1~'ti
i p-q iTi:,;' ('();¡.- i ¡ i. ¡ ~ ¡ ',,= ",; \...i \,.11 ,/'1
Preparer/Sponsoring Witness: Kevin Doherty
REQUEST NO. 119:
Please provide a copy of all invoices, contracts, agreements, and the basis of estimates
underlying rate case preliminar budget estimates included in Company WP 1 l. 1 .20. I-Rate Case
Costs. Please update this response on a monthly basis.
RESPONSE NO. 119:
Please refer to the attached agreements between the Company and the law firm of McDevitt and
Miler LLP as well as ODS Consultats. Please note that two agreements are attached for ODS
Consultants. The first, signed by both paries, was the initial agreement stating that ODS would
perform the revenue analysis for the rate case. Subsequently, ODS was retained to prepare and
sponsor adjustments to operating expenses. While a revised agreement was prepared and signed
by ODS, the Company did not formally sign this revised agreement.
The line item for Management & Service Company - Case Management of $50,000 represents
the Company's estimate of Mr. Doherty's costs charged to the rate case.
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"g Request No. 119 Attachment
Page 2 of7
McDevitt & Miller LLP
Lawyers
[phone]
(208) 336-î912 (Fax)
420 W. Bannock Street
P.O. Box 2564.83701
Boise, Idaho 8.3702
Chas. F. McDevitt
Dean J. (Joe) Miler
July 13,2009
Wa Electronic end U.S. Mìl
.Mr. Mark Genii
UtUted Watei Management & Services
200.01d Hook.Road
Hanngton Puk, New Jei'Sey 07640-1799
Re: 2009 General Rate Filng-Idaho PUC
Dear Mr. Mark:
You have asktd us to represejlt United \Vatei Idaho Inc., in atate.p-roceedig tp be 6led with the Idaho
Public Utities Commission. Oul fum is most happy to provide ths reptesentation and this letteJ sets foith
die ten of our representation. .
It is our customa practice to bil clients for tie and charges incuted and tl~at \yo~d be thë basis qpon
which our fees. WQuld be detenned for ths matter. I wil be. responSible for ths representation and 1\1Y
hourly rate is $1R5,OO. Also assistig me in the representation w'ml1 be Chas. F. McDevltt of ths f1tn. We
believe that due to our experience and collection of forms, bl'Îefs, proposed ordeis, testfony, case law ~nd
other matetias) we wi be able tp handle tlus case ver cost effectively.
For th representation, I would píopose that we wøi: agiut an estited budge of $65,000.00 and that
the. budget be reviewed as work progtesses. In makig the above estiate. we have assumed. that tlie case
wil be fty litigated, inchidig heargs ~nd post-hèiiring briefs. The estinate alo assufes tlat the
Company wil be priarily responsible for preparng intial d.fts of dlëct and rebuttl testiô.ny and for
handlg discove1l matters. The estiate makes no allowance for further proceedigs at the Coinssion or.
for appeåls. In the event that there are furtlier proceedi or appeals, a sepa.at~ fe~ arrangement can be
negotiated. I would recoüuiiend that tlie estimated budget be ino1Utoted and that adjusmieuts be made as
appropriate.
Utity rate reguation is a substantial part of my pl'actice, and I am faar with the rues of law, procedure
and precèdent that wil affect your case. My general responsibilty wi be to ensure that the case proceeds as
smoothly as possible though tlie Commssion. Wille \ve wil use out best effdIts to obta a favorable rate
award; we cannot, of course, gurantee any particular result.
Our specic responslbiltîes include:
1. Providi tiely advice regardig pre-fig proceduie,)ncludig notice requieients; and
conteit and fonii of aU filgf¡, and regardig the imact of Coutt anq Commssion
precedent;
2. Preparing all pleadi as necessall or appropi:atej
~/'
,/./Request No. 119 Attachment
Page 3 of7
/
... .;;, ..
Mark Geiiiri
Jil)' 13. 20
Page; 3 of2
3. RevìëWÍg al figs for coinpllance with filng requieinents and applicable laWj
4. Reviewing discovery requests for poteiitial ~nsitive 01: cntlcal issues. Ilnd ievj.~vig resp,onses
to "those requests prior to sul,misslon;
5. Preparg for and conduei:g bei\tings. inc1urlg pre-fÌg re\'ew of all Company tésllQiiyIll4 pre-heatig witness pl:epii~tlClni .
6. P.ipadng post-hearg bilefs; and
7. Assistig in the preparadon and fig.oftarffs to lmpleine1it the ters of. the Comnussloii'SFinal Order. '
i would alsó assist iii or conduct settetlC!nthego~~iiOtS ,as necesi;iity or appropJ:(ite.Rnd ~dvlse the
Co¡npiiiit ot iiiiy specific settemel1t p:io~edur~s or pi'Acticcs. I wil iinediateJy'J:elat~ Mly ëornunkl1tion
from patties at agetici' penion.el and wil' dici,s~ \\lth )'OU in adv¡incc any ptopased, Ç01t1wui:tion to
them by, me. '
Ow: prii:tice j~ to. b,m month for proCessional scl:':ces lind othei: charges made by us in the previous
l1onÙ). Pthcll charges include iteins such IlS £ig fees, telephone. te1ecopy lIod photocopy ch~
1'~S'etigel; aM'Ciwer delivety feea, computetbed legal research charges and travel expenses. Bils ate due
atd'pll),i¡,ble when i:cndered and we request payment widil 30 days of yow: receipt of our sbiteinent. We
will?ròvld.~.a: deWled brcakdQW11 of all wotk peifotmed, with identification of lawyers, datl:s alìd tirs. As
we discussed oil t1iø rtlephon,e¡ out statements wil be sent diectly to you.
V'U trly yours,
"1
. ~'¡
:;':'~
':::~l':~~
,,:::~
-,:1
:::~
We wi CÒ11i;UCt out efforts as effciently as poss.ble and eiicow:age discussion of fees and servces as JPU
h7llevc are app,ròp~te. My t~ponsibilti~wm in~lude makig sUìc we ate providig ol1 ~ei:vièes in a ~ost-
effective inim.tl~t. l.iea~e atknowledgc y'QUJ acccpwice and approval ofØus agreement set forth hereI by
executig ll'lld returnig to tne the enclosed cop.y' of thi Ietrer,
McDEVITl &. MIER LLP~~.~
DeÌUJ. M,iUer
ApprOVèd
~-L~'M ' k Gentiat
"~ ~. ,.~,...,., ,.. .... ~.. :...:- '~"".: .....1,' ...~:.
Request No. 11Q Attachment
Page 4 017
GDS Associates, Inc.
Cllarl" i.oy
Pildpal
rnqineers lind ColisullMls
Ph: 612.4Illl.0369
F&l 612.94.0205
chuçll.loy(§gdsaSioçates.co
J\1ne4,2009
Mi'. Mark Gennari
Vice Pl'esident Regulatory Business
United Watei' Management and Services Company
200 Old Hook Road
Harrington Park, NJ 07640-1716
RE: Letter Agreement - United Idnlio Rate Case Services
Dear Mark:
We have had discussions with you about providing consulting sei'vices fot. United Idaho's
upcoming rate case to be filed in September of 2009. We estimate the total cost for ODS to
provide these services to be $15,000, with a not to exceed amount of $20.000.
Thewol'k to be done by ODS includes time for preparing the revenue normalization adjustments
\Ising the data that your team wil provide after we provide a list of our data needs via emaiL. The
cost quoted above covet'S preparation of the associated filing requirement schedules. direct
testimony, imd the development of supporting work papers and exhibits. The amount quoted
above covers costs up to the time of filing and does not include responding to data requests.
testifying at the heaL'ng. support for legal briefs, 01' travel expenses. As we discussed, ODS wil
bil on an hourly basis as needed after the case is fied. However. all bils for work after the fiing
date wil be discounted by 10%. excluding travel costs. As you know. post filing costs are
diffcult to estlinate if the proceeding is delayed, long or drawn-out, has out of the ordinary
investigation from interveners. or has significant unusual issues. The pre-fiing not to exceed
estimate provided above assumes that the revenue adjusùnents wil not include weather
normalization and gi'owth studies similar to wbat was provided in the 2006 case.
ODS wil bil United Water Company 011 a monthly basis using the attached fee schedule. I wil
pei'form a good portion of the work aÍld others wil assist in order to complete the assignment on
time. We wil work closely with you to accomplish the work in a thorough and effcient manner
and wil not perform work outside this Letter Agreement without your prior written approvaL.
United Water and ODS have the L'ght to terminate this engagement at any time after reasonable
advance written notice. On termination, all fees and costs incurred prioi' to termination shan be
paid promptly after receipt of an invoice. Thereafter, ODS wil deliver any original doouments
belonging to United Water and deliver any other documents that have been paid for but not
delivered
1119 Congress Avenue, Sulle 800 AU$lIn. Texll 78701 . www.gduuoclates.com
t.i.rl.U.,OA . AinUn, TX ' A-.buIA. AL . Ihnob...t.r, NH . lh"lI00h. Wl
~Request No. 119 Attachment
Page 50f7
, ,
Mr. Mark Geiial'
June 4, 2009
Page 2 of2
We are ready to staif this project as soon as this lettei' is signed and retumed.
Warmest Regards,
Q¡L
ChuckLo)'
Principal
THIS LETTER AGREEMENT is ACCEPTED BY:
Mr. Mark A. Gennarl
Vice President Regulatory Business
United Watel' Management and Services Company
~Lg~-
Signature
,.,
919 Oongrus Avenue, Suitt 800 AU$lIn. Texu 78701 . Iyww.gdsassoclates.Clomli.r'.U.. GoA . AnU". TX . AlI'l"nn, At. . Ihn01l..",. llH . M,dr,.,,_ YI.
Request No. 119 Attachment
Page 6 of7
~'.ç.
~...
~.~
l~'
GD~; 1\~;;:v(;iaIG~.~. !nt:.
ChiirleliLoy
Principal
.: "~r;,:"';".~ '.1::1 :..,. ; ,.;' ", '1._
Ph: 512.494.0369
Fax: [phone]
cluck.loy~dsassoatea.co
June 4,2009
Mr. Mark Gennari
Vice President Regulatory Business
United Watei' Management and Services Company
200 Old Hook Road
Harrington Park, NJ 07640-1716
RE: Letter Agreement - United Idaho Rate Case Services
Dear Mark:
We have had discussions with you about providing consulting services for United Idaho's
upcoming rate case to be fied in September of 2009. We estimate the total cost for GDS to
provide these services to be $32,000, with a not to exceed amount of$37,000.
The work to be done by GDS includes time for preparing the revenue normalization adjustments
using the data that your team wil provide after we provide a list of our data needs via email. The
cost quoted above covers preparation of the associated fiing requirement schedules, direct
testimony, and the development of supporting work papers and exhibits. The amount quoted
above covers costs up to the time of fiing and does not include responding to data requests,
testifying at the heal'ng, support for legal briefs, 01' travel expenses. As we discussed, GDS wil
bil on an hourly basis as needed after the case is fied. However, all bils for work after the filing
date wil be discounted by 10%, excluding travel costs. As you know, post filing costs are
diffcult to estimate if the proceeding is delayed, long or drawn-out, has out of the ordinary
investigation from interveners, or has significant unusual issues. The pre-fiing not to exceed
estimate provided above assumes that the revenue adjustments wil not include weather
normalization and growth studies similar to what was provided in the 2006 case.
GDS wil bil United Water Company on a monthly basis using the attached fee schedule. I wil
perform a good poi1ion of the work and others wil assist in order to complete the assignment on
time. We wil work closely with you to accomplish the work in a thorough and effcient manner
and wil not perform work outside this Letter Agrement without your prior wi'itten approvaL.
United Water and GDS have the right to terminate this engagement at any time after reasonable
advance written notice. On termination, all fees and costs incurred prior to termination shall be
paid promptly after receipt of an invoice. Thereafter, GDS wil deliver any original documents
belonging to United Water and deliver any other documents that have been paid for but not
delivered
919 Congreu Avenue, Suite 800 Auslln. Texas 78701 . www.gdsasaoclatea.tlom
Mule"ai OA . Austin, TX . Auburh. Al . MenchealCif NH . "hdlsOA, wa
"
Request No. 119 Attachment
Page 7 of7
Mr. Mark Gennari
June 4.2009
Page 2 of2
We are ready to start this project as soon as this letter is signed and returned.
Warmest Regards.
QfJ
Chuck Loy
Principal
TIDS LETTER AGREEMENT is ACCEPTED BY:
Mr. Mark A. Gennari
Vice President Regulatory Business
United Water Management and Services Company
Signature
919 Congre$S Avenue. Sulle 800 Austln. Texas 78701 . www.gdsassoclates.comMarietta. GA 11 Au.Un. TX . Auburn. AL . Man,heuer. NH . MadIson. Wl