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Finance Department

Presentations to Member Agency Meetings

Business & Finance Committee Reports

 

LRFP August 31, 2009 (1,850 Kb pdf)*

LRFP August 11, 2009 (2,260 Kb pdf)*

LRFP July 22, 2009 (6,580 Kb pdf)*

LRFP June 24, 2009 (3,220 Kb pdf)*

B&F Committee Report September 2009 (1,090 Kb pdf)*

Board Workshop Cost of Service September 2009 (3,500 Kb pdf)*

B&F Committee Report June 2009 (1,080 Kb pdf)*

B&F Committee Report August 2009 (3,940 Kb pdf)*

 

 

  Rates Policy Library Documents Rates Policy Library Documents (con't) Wheeling Policy Library
 

Board Letter (Dec 1952) – Adopted MWD role as regional provider, and opinion against overlapping and parallel facilities (Laguna Declaration)

Resolution 5821 (Sep 1960) – Determines that at least 50% of capital plus O&M should be collected via sales revenues; credits annexation revenues to bond obligations; sets water rate formula

Board Letter (Dec 1969) – Synopsis of the Water Pricing Policy Study by Brown & Caldwell and R. Skinner

Board Letter (Apr 1970) – Summary of Water Pricing Policy Study by Brown & Caldwell and R. Skinner

Board Letter (Jan 1991) - Provides information regarding the water/tax compromise embodied in section 124.5 of the MWD

Board Letter (Feb 1991) – Discusses the proportionate use formula and prospective tax revenues, and amends Adm. Code with minimum property tax revenues at the 1990-91 levels

Board Letter (Jan 1992) - Addition of new district policies to the Administrative Code, Mission Statement, and water transfer policy

Board Letter (July 1992) – Information letter to the Board regarding the Revenue Design Study by Black & Veatch

Board Letter (Oct 1992) - Describes 1993-94 cost and revenue alternatives and presents required cost reductions and rate increases

Board Letter (Dec 1992) - Presents an action plan to consider the recommendations contained in the revenue design study prepared by Black & Veatch

Board Letter (Nov 1992) - Discusses determination of firm revenue source, and presents three alternatives of imposing a water standby charge on parcels within Metropolitan’s service area

Board Letter (Mar 1993) – Develops water rate structure objectives

Board Letter (June 1993) - Provides information about the status of current law regarding connection fees and capacity charges and related charges

Board Letter (Dec 1993) - Presents the recommended new rate structure and new revenue sources from New Demand Charge, RTS, Treated Water Peaking Charge, and Connection Maintenance Charge

Board Letter (Feb 1994) – Discusses the exclusion of long-term storage from the RTS charge

Board Report (Sep 1994) - Nexus study in support of Metropolitan’s New Demand Charges; establishes the connection between the new demand charge and the costs for new facilities to serve new demands

Board Letter (July 1996) - Rate Refinement Process summary; recommends approval of the rate action, suspension of New Demand Charge, completion of phase 2 and 3 of the rate refinement process

Strategic Plan Policy Principles (Dec 1999) – Developed and adopted by the Board to guide staff and the member agencies in developing a revised rate structure.

Board Letter (Oct 2001) – Adopts rate structure proposal and implements new rates and charges for 2003

Board Report (June 2002) – Detailed FY2002-03 Cost of Service report and FAQ regarding the new rate structure

Board Letter (Apr 2009) – Adopts rates and charges for 2009/10

California Wheeling Statute – CA water code sections 1810-1814 enacted in 1986

Board Letter (Dec 1996) - Recommends wheeling rate and describes process by which MWD wheeling rate and policy were adopted

Board Letter (May 2000) - Summarizes Court of Appeal Opinions interpreting the Wheeling Statute regarding MWD v. IID

Attachment: Court of Appeal Opinion in MWD v. IID (May 2000) – text of the court decision

Board Memo (Sep 2000) - Summarizes Moro Bay wheeling case

Board Report (Apr 2001) – Summarizes Legal Interpretations of the Wheeling Statute regarding the Morro Bay and IID wheeling cases

* All PDF documents on this site require Adobe Acrobat Reader 4.0 or higher. If you do not have Adobe Acrobat Reader, or must upgrade your version, you may download it for free from Adobe's Web site. If you are using a dial-up modem, please note that many of these documents are large in size and take a long time to open. Use of software other than Adobe Reader may cause discrepancies from the original documents. These risks will be assumed by the reader.

Page updated: September 28, 2009