Loading...
HomeMy WebLinkAboutMINUTES - 11241992 - H.2 a TO: BOARD OF SUPERVISORS -- Contra FROM: Sara Hoffman ;K �,^,��a Senior Deputy County Administrator a•. ,�. WJl Courcy DATE: November 24, 1992 a SUBJECT: Acme Interim Transfer Station Rates SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATION(S): 1. ACCEPT the analysis of the Acme Interim Transfer Station FY 1992-93 Rate Application as presented by Deloitte & Touche. 2. ADOPT a rate of $75.97/ton at the Acme Interim Transfer Station, effective November 1, 1992. 3. DIRECT staff to discuss the concerns regarding Acme Landfill closure/post-closure funding expressed in the November 13, 1992 letter from Central Contra Costa Sanitary District with District staff and to report back to the Board. 4. DIRECT staff to report back on the BFI haul contract disallowed in the $75.97/ton rate, provided that Acme submits sufficient documentation to staff by December 31, 1992. 5. DIRECT staff to closely monitor the status of the Interim Transfer Station, including construction progress on the permanent transfer station, tonnage received at the interim transfer station and other related issues and report to the Board as warranted. BACKGROUND/REASON(S) FOR RECOMMENDATIONS: On October 7, 1992, Acme Fill submitted its FY 92-93 rate application for the Acme Interim Transfer Station. Acme requested a rate of $90.26/ton including $5.92 for closure and post-closure maintenance for the Acme Landfill. The County's consultants, Deloitte & Touche, have prepared an analysis of the rate application. They are recommending a rate of $75.97/ton effective November 1, 1992. This recommendation does not take a position on the $5.92/ton requested by Acme for closure/post-closure. In considering Deloitte & Touche's report, the Board should be aware of certain underlying assumptions and issues: CONTINUED ON ATTACHMENT: _YES SIGNATURE: C� RECOMMENDATION OF COUNTY ADMINISTRATOR_RECOMMENDATION OF BOARD COMMI 7t APPROVE OTHER SIGNATURE(S): L ACTION OF BOARD ON t%►+�-tf a`0�1 hPROVED AS RECOMMENDED OTHER See Addendum attached for Board Action. VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A _UNANIMOUS(ABSENT ) TRUE AND CORRECT COPY OF AND AYES: z m 4'� NOES: _-Jr-F 1Z- ACTION TAKEN AND ENTERED ABSTAIN: ON MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. Contact: Sara Hoffman,646-1390 ATTESTED �4, r y9�- PHIL BATCHELOR CLERK OF THE BOARD OF SUPERVISORS AND COUNTY ADMINISTRATOR cc: CAO Acme Fill {{ County Counsel BY DEPUTY Community Development Dept i Closure/Post-Closure According to Acme's attorney, Acme's request for $5.92/ton is based on the original $41.5 million closure/post-closure estimate and the ten (10) year payment plan discussed by the County, Cities and Acme. However, this plan was never finalized for various reasons, including lack of Acme agreement on beneficial use provisions. Currently, the County is involved in a lawsuit brought by Acme concerning closure and post-closure funding. Consequently, the Board may wish not to act on this matter at this time, outside the context of this litigation. In addition, the Board has received communication from the Central Contra Costa Sanitary District board requesting disapproval of the $5.92/ton at this time, but also indicating that appropriate rate setting mechanisms and trust documents should be established in conjunction with any closure/post-closure rate component. Staff would like to meet with District staff to discuss the District's concerns. Life of the Interim Transfer Station When the interim transfer station first opened, it was anticipated that it would close in 1992. Consequently, all capital expenses were amortized through December 1992. At this time, it is anticipated the transfer station will be operating until December 1993. The recommended rate assumes this longer amortization period for recovery of capital expenses and other fixed costs. ITS Tonnage Acme's rate application assumed yearly tonnage of approximately 325,000 tons. At the same time, Acme Landfill had begun to receive substantial amounts of waste. The landfill is no longer receiving that waste, consequently, the recommended rate assumes all tonnage, except historic nominal amounts, will be transferred through the transfer station (approximately 450,000 tons). Transfer Haul Costs Following the opening of the Keller Canyon Landfill, BFI decreased its contract for transfer hauling. This permitted a substantial reduction in that component of the rate. At issue is an October 1, 1991 upward adjustment of the 5Fi rate. Insufficient documentation was available to the County's consultant to justify inclusion of the increased portion in the recommended rate. Rather than delay the adoption of the new lower ITS rate, staff is recommending that the Board allow Acme to submit supporting data for review within one month of the Board's action. Need for Further Rate Adjustments The stability of the interim transfer station rate is predicated on the continued validity of the assumptions upon which it is based. These may change over time. For example, some cities are apparently discussing the possibility of bypassing the transfer station and exporting waste to other counties. This issue is complicated by recent Supreme Court decisions and new laws which could be construed to change the rights and obligations of exporting and importing counties. Consequently, staff believes it is very important to closely monitor the interim transfer station. Staff is prepared to report back to the Board for their consideration of issues that may arise and could affect transfer station rates. 2 ADDENDUM TO ITEM H.2 NOVEMBER 24, 1992 Sara Hoffman of the County Administrator' s staff reviewed the background and recommendations before the Board. Eric Gilbert of Deloitte & Touche reviewed the report prepared by his firm and reviewed the recommendations . Chair McPeak declared the hearing open. The following appeared and addressed the Board: Tom Bruen, Attorney for Acme, who filed a letter on behalf of Acme Fill Corporation in response to the adjustments proposed by Deloitte & Touche to the Acme Fill Interim Transfer Station rate application. Phyllis Roff, 2893 San Carlos Drive, Walnut Creek. Frank Aiello, 2247 Mt. Whitney Drive, Pittsburg, representing Citizens United. Barbara Woodburn, 621 Brackman Lane, Martinez, representing the City of Martinez . Dorothy Sakazaki, 737 Central Avenue, Martinez, speaking for herself and for the Mt. View Sanitary District . There being no other speakers, the Chair declared the hearing closed. Following extensive discussion by Board members, IT IS BY THE BOARD ORDERED that the recommendations of staff are APPROVED. IT IS FURTHER ORDERED that staff is requested to report back in 60 days on the progress of the permanent transfer station. IT IS FURTHER ORDERED that staff is to meet with the host community of Vine Hill and the City of Martinez, addressing mitigation, and return to the Board with a report . Central Contra Costa Sanitary District Fil r-V M.M.i a Q FTZ RECEIVED ROGER J DOUV Generol Afanwr ChiefErip.neer KE.\T0_\-L..4LA1 Counsel for the District November 13, 19.92 F,,NOV 16 1992 ('101938-1430 JO)*CE E.Ml J RPM- CLERK Secyelar- CLERK 8 ERVI ORS v of the District CONTRA COSTA CO. Sunne W. McPeak, Chairperson Board of Supervisors County of Contra Costa 651 Pine Street, Room 106 Martinez, CA 94553 NOVEMBER 17, 1992 HEARING RATE SETTING FOR ACME INTERIM TRANSFER STATION Dear Board Chairperson and Supervisors: The Central Contra Costa Sanitary District staff has been informed that the Board of Supervisors will be considering a rate increase request for the Acme Interim Transfer Station on November 17, 1992. The District Board has recently discussed several of the issues involved in your rate-setting process and has directed staff to forward a letter to you on behalf of the Distri&t. The purpose of this letter is to communicate our Board's position :that the $5.92 requested increment for funding of Acme landfill closure and post-closure should be rejected at this time. First, we would like to take this opportunity to commend the Board with regard to its actions in resisting the pass-through of similar closure and post-closure costs over the last several years, and we endorse your staff's current position on this issue which we understand to be one of continuing to resist the pass-through. Our Board takes the position that the closure costs, which are sought to be funded through this tipping fee increment, are a liability of Acme for activities it undertook at the landfill, an unregulated, for-profit enterprise; and therefore, the County has no legal responsibility to provide for funding of that liability as an operational cost of a separate regulated operation, the Interim Transfer Station. Further, our Board believes that given the pendency of the Acme Superfund lawsuit, it would be unwise to provide for a pass- through of closure costs through the current rate structure. Notwithstanding our Board's position that closure costs should not be included in the rates, the District strongly contends that, if.any closure funds are to be collected through the regulated rates,those funds should be segregated and deposited into a trust account, Re-clod Party HOB Sunne McPeak Page 2 November 13, 1992 with such trust account being specifically set up to insure that the accumulated funds will be used for the direct benefit of the solid waste ratepayers. That is, the rate setting mechanism and associated trust documents should clearly reflect that the sums collected will be allocated to the liability, if any, of the municipal solid waste defendants whose ratepayers are ultimately paying for the increased tipping fee. Absent these protections, the potential exists that any sums collected will be allocated by the Court as a contribution from Acme rather than a contribution from the municipal solid waste defendants and ratepayers. This letter should not be taken as agreement on the part of the Central Contra Costa Sanitary District Board with regard to the remaining fee structure at the Acme Interim Transfer Station and/or Keller Canyon. However, the District has addressed those issues in prior correspondence to the Board and, therefore, will not reiterate its concerns at this time. Sincerely, 1• I x F#bgerJ Dolan 1 General Manager-Chief Engineer cc: Board of Directors ADS/Morse n#3/McPeek.ltr Deloitte & Touche Management Consulting /\ 50 Fremont Street Telephone:(415)247-4000 San Francisco,California 94105-2230 Facsimile:(415)247-4717 November 18, 1992 Ms. Sara M. Hoffman Senior Deputy Administrator County Administrator's Office 651 Pine Street 4th Floor—North Wing Martinez,California 94553 Dear Sara: We have completed our review of the Acme Interim Transfer Station 1992-93 rate application. Our work has included: • Review and, where appropriate, adjustment of projected cost elements • Recalculation of the rate to reflect new assumptions about waste volumes transferred during the 1993 fiscal year • Review of and adjustments to the actual cost reimbursement necessary to provide a 93.4% operating ratio on costs.incurred by Acme through May 31, 1992 • Identification of issues likely to affect the Interim Transfer Station thorough the remainder of its life and recommendations to address those issues Background Our review is based on information provided in the rate application, in Acme's audited financial statements and a significant amount of additional data collected from Acme's accountants during the review process. DeloitteTouche Tohmatsu International Ms. Sara M. Hoffman November 18, 199'2 Page 2 The regulatory rate setting system for the Acme interim transfer was developed to address specific concerns such as the short life of the facility and uncertainties in volumes,operating expenses and disposal costs. Consequently, the regulatory system allows for actual cost reimbursement for allowable expenses to the operator. If actual costs or tonnage vary from projections, an adjustment to costs is made in the subsequent year. A lower-than-normal profit(93.4% operating ratio) is provided to the operator to account for this protection against cost variances. This year's rate application review introduces a new challenge to the regulatory process. As the Interim Transfer Station approaches the end of its life, the need to revisit prior years' actual costs adjustments to do a "final accounting" grows more critical. The actual cost reimbursement recommended here reflects this detailed accounting and,based on projected tonnage,is intended to provide Acme an Interim Transfer Station Rate that complies with rate setting policy as established by the Contra Costa County Board of Supervisors. Recommendation Acme's rate application dated October 7, 1992 requested an interim transfer station rate of$90.26 per ton. The requested Acme rate includes a $5.92 per ton assessment for costs of closure and post-closure of the Acme landfill. As a result of our review, we recommend approval of an Interim Transfer Station rate of $75.97 per ton, a$1.10 per ton decrease from the current rate. Deloitte&Touche has not taken a position on, nor analyzed the closure and post-closure component of Acme's rate request. Therefore,we have removed the closure and post-closure rate component in our review of this application. Our recommended rate of$75.97 per ton is composed of$22.86 per ton for operating and administrative costs plus allowed profit,$3.8.01 per ton for tipping fees and$15.10 per ton for various regulatory costs and for reimbursement of actual historical costs. Our recommended rate is also based on the assumption that the Interim Transfer Station remains in operation through December 1993. Should the Board adopt a rate consistent with this assumption, and the permanent transfer station open in May, there would remain$1,379,110 in actual cost reimbursement and $323,086 in amortization of invested capital and associated profit (a total of$1,702,196) still owed Acme which would have to be collected through some means, such as through the Permanent Transfer Station rate. Our recommendation also assumes that the rate is adopted retroactive to November 1, 1992. Should the Board wish to establish a rate which would collect this amount over the shorter period through May 1993, the required Interim Transfer Station Rate would be$82.56 per ton until May 31, 1993 at which time the rate should be reduced to $69.73 per ton($82.56 per ton less$1.97 per ton for amortization of Ms. Sara M. Hoffman November 18, 1992 Page 3 invested capital and associated-profit less$10.86 per ton for actual cost reimbursement.) Our recommended rate is based:on six adjustments to Acme's rate application submitted October 7, 1992: Per Ton Amount Rate Requested by'Acme: $90.26 Adjustments: 1. The BFI transfer haul.rate increase effective October 1, ($6.12) 1991 was disallowed for the period October 1, 1991 to May 31, 1992 and other adjustments provided by Acme's accountants to tie actual cost reimbursements to audited financial statements were incorporated into the requested actual cost adjustment. Also, the period of recovery for actual cost reimbursement was extended through December 1993,all of which reduced the required rate component by $6.12 per ton. 2. $5.92 per ton for closure and post-closure of the Acme ($5.92) landfill included in the original rate application was excluded from the rate recommended here. 3. All tonnage (above historical landfilled amounts) through ($1.87) the Acme gate was assumed to be transferred via the ITS rather than landfilled at Acme. The operating cost, tipping fee, mitigation fee,profit and revenue effects of this new assumption combined to reduce the rate by$1.87 per ton. 4. The amortization of remaining invested capital balances ($0.73) was adjusted to extend through December 1993,which lowered the rate by$0.73 per ton (including associated profit). 5. Additional LEA fees ($0.10/ton)and a new City/County $0.51 Household Hazardous Waste Fee($0.41/ton) were added 6. The higher BFI rate effective in June and July 1992 was ($0.16) disallowed,lowering the rate by$0.16 per ton (including associated profit.) Recommended Rate: $75.97 Ms. Sara M. Hoffman November 18, 1992 Page 4 The adjustments summarized above are detailed in tables appended to this letter. For comparison, the net effect of all rate adjustments is shown in the following table: October 1992 Acme Application: After Adjustments: Cost per Cost per Next Year Ton Next Year Ton Projected 323,000 Projected 444,640 TOTAL DIRECT LABOR $517,946 $1.60 $720,659 $1.62 TOTAL EQUIPMENT $224,384 $0.69 $250,352 $0.56 TOTAL VARIABLE OPERATING COSTS $4,716,828 $14.60 $5,773,011 $12.98 TOTAL ADMINISTRATIVE COSTS $910,555 $2.82 $1,136,721 $2.56 AMORTIZATION OF INVESTED CAPITAL $819,068 $2.54 $517,306 $1.16 $7,188,781 $22.26 $8,398,049 $18.89 OPERATING RATIO ALLOWANCE 93.4% $1,349,863 $4.18 $1,787,646 $4.02 ADJUSTMENTS: ACTUAL COST ADJUSTMENT $2,713,416 $11.11 $2,551,760 $4.99 SW PLANNING AND ENFORCEMENT FEES $785,842 $2.43 $1,237,642 $2.78 TIPPING FEES $11,913,825 $36.88 $16,899,849 $38.01 PASS-THROUGH MITIGATION FEES $2,437,254 $7.55 $3,258,324 $7.33 CLOSURE/POST-CLOSURE $1,912,160 $5.92 SALVAGE REVENUES ($21,600) ($0.07) ($21,600) ($0.05) GROSS INTERIM TRANSFER STATION RATE $28,279,541 $9026 $34,111,670 $75.97 Issues Several rate-setting issues require attention from the County: Amortization of Invested Capital and Actual Cost Adjustment. As stated earlier in this recommendation,Acme's original application assumed a recovery period for remaining capital balances and for actual cost adjustment that extends through May 1993. In an effort to keep rates as low as possible,we have recommended extension of those periods through December 1993. Should the Board elect to adopt our recommended rate, and should the Interim Transfer Station cease to operate prior to December 31, 1993,Acme will be left with an Ms. Sara M. Hoffman November 18, 1992 Page 5 uncollected balance that will have to be collected by other means. For example, should the ITS close on May 31, 1993 with the rate recommended here in place, approximately,$1,702,196 will remain to be collected. If the Board elects to adopt a rate which would collect the required amounts by May 31, 1993, the necessary ITS-rate would be$82.56 per ton now (and retroactive to November 1, 1992) dropping to$69.73 per ton on June 1, 1993. BFI Contract. Acme's contract with BFI to provide transfer haul services has undergone several changes since their last rate application review. On October 1, 1991,rates were increased 8.5%,however Acme did not provide detailed support for this cost increase during the rate review process. Since, in a prior . recommendation to the Board, we recommended acceptance of the proposed BFI contract only under the condition that rates not increase for the life of the Interim Transfer Station unless all transfer costs were supported with detailed cost information, we have recommended disallowance of Acme's request for reimbursement of the incremental costs. Should Acme wish to supply detailed supporting information, we recommend that submission of such information be required within one month and that a full review of Acme's submission take place subsequently. On August 1, 1992,in response to the opening of Keller Canyon landfill, BFI's contract rates were decreased by 12.8% and restructured to give benefits to Acme for larger loads. ,Deloitte&Touche was provided information during the course of this rate review to support the adequacy of that rate decrease. Our conclusion is that the rate decrease effective August 1, 1992 is appropriate for the changed nature of BFI's operations. Future Rate Adjustments. Tonnage through the Interim Transfer Station must be monitored carefully over the next six months to ensure that the projections reflected in this rate application prove accurate. A rate application and subsequent review should be conducted in May 1993 only if either Acme or the County feel that such action is necessary to ensure that Acme receives a return consistent with rate setting policy for the 1993-94 fiscal year. Conclusion We recommend that an Interim Transfer Station rate of$75.97 per ton be approved retroactive to November 1, 1992. This recommendation assumes that, should the Interim Transfer Station cease to operate prior to December.31, 1993, the Board will implement a collection mechanism to recover actual cost adjustment and amortization of invested capital balances outstanding at that time. Ms. Sara M. Hoffman November 18, 1992 Page 6 Alternatively,we recommend that an Interim Transfer Station rate of$82.56 per ton be approved retroactive to November 1, 1992. This recommendation assumes that,should the Interim Transfer Station operate beyond May 31, 1993, the rate would drop to$69.73 per ton beginning June 1, 1993. Yours truly, u u ry M V C II N Z 2 II co W< G r W II rn II �D Ln �n in O rn c0 O M 'O O O rn II II 10 II c N N w N M of n M N w w d II �a II N N n N n 10 '11 II p II n Wl N �o O m N W O+ Vri M M n II O w in II Wif 11 w w w w w W II II II H H 0 A O � II O u) II p O r N If u 0 Q � � Cc u ii co CNw 0 Q II v � � ,„ ii Z ii IN• II II I � °o8 o l u14 11 wo � w O •o r- w w r w w II p ri II II w w yr w w 'N^, w v� II V N 11 11 n n n u A N 7M � 7 � V 11 O II in d N OND � %,! � N n d O, w �p N jj M a+ 10 h ^ d t < II c0II N a+ M M Ln d m e+ O U m N II M O O w < 11 L, II Ln a+ a+ 1n - `o $ O O O N CO II N o+ CO Ln N 11 II d N M CO N N 0 � N v aD II O N N .w E II w w vv w w w w w w w w w c0 M M �D .f O O I •O II O II II N O N M d M Ln N Z If I I w w w w w CN w w w Nw w w vvr yam, II O U M' II 11 II II II II H Q U_ p_ J �v II II rn M O a+ O M ^ rn ^ w 8 � II d } �_ ii if o°o C N a o ii Q u X 11 u m a m ri r; o Ln �o a� m co v a6 CN 10 n 4) Q II �a II co �_ ID N Ln d a+ h N CN II C O Z a II N II w w „i N N ^_ °D W a0 w N II Q O a- II If 4^ v* w w v+ w w v4i II V < II II II N � o r � O Q F- w �. N N w F � O w � CG J LL ne U Z LLN Z < y LU y W N CL.< W W O W Z J Q O N U U LL < d C U J W 7 J H U O w <Ln I.- Oc O �" Z h L; W O ; O ui< O << LL U O O' < W Ln J Z En < m �. LL. W �. Z J N W F N Z W W } O m0 CL O LL < 0 O W w V Z O < 3 z O O o z U D Z W Jm Z O oc i H U U CIA' � W p m U 2 F ILL. LU > 6 N z � O Z LL u' Z LU W } LULU wi J J J J J < N CN D Q J Z ~ = Q N Z N v 0 0 0 CL o Gia 0 < ^ LU ° W o a Q o 0 0 0 0 < O < < LnF= acJ �n v oCL ƒ « � . . g . . � � � � O � 9 � \ � \ � \ » � � � ƒ t 7 � 3 0 A 4 $ Z rn Q _ d V Z J I I Q U W c ry 10 co %0 ^ Qt N M CO M en c0 O o+ 1� p M O O+ 11 IIO N N 1 c0 N co � O I of w II Q p II w w w w V, w Vs Aft v, w II O LLJ H U II 11 Gn c O QC � Q y jj to Ln ^ N O �p � N e+ N O O II �D M O 1� en � � h � � M 10 �C Gl 11 O O en �O t� co 1� t� O+ ^ 11 O < U d II N en n M C+ ep en M O+ u1 N ^ II e\ N h V1 M 1� H N o0 N V1 II u Z w w ^ w II LL II w w w m II w w II u Q II II GJ L O 00 O. L U U O N C 10 IO co c N U A F II O en u1 a,p `O 11 O O N0 O N O N II p 4 II V} w Vf Vt w I wIt —15 He w w II 0 > 'O r_ M L � O M 00 M NCO M �D O Q, II CL. O II .O e>D �D 'o 'O co en N N c0 U I... C O N C Lr o c q o r u d11 O N en N O O cN aMa 10 w co con II II W 4^ O Nw .Mw.. N N V4 Vf ^ II M L -2 ItD Q II VT v In I I a UU C U a, < < O; < y c II po "O o0 r en co to N N •O II � � co 1 10 .O to IC4 V eo en T it 0NN %6 LA wO I NOtr_ — N U O t., fCN wZ O w w w II M ii II ~ O J N ,a II 'D cO en oo M Z N en O O II Q� ry co en O co ID N .to O 11 G. U 11 a, M c0 en O n cl co N to e+1 11 to N N x •� II 1� �O O Oi M 00 M M N N n 11 ~ ~ liJ d Z d II V1 N n Q� f>7 M n n fT Q H N 11 L L L F— II Vr Vt w w ry V+ r. N ap II JM Do o=o E QII w -ft OC 0 < 11 w u E Z o W A tp N N H y F 00 oU0 ej w 15 W al _j Lu < C C U C 7 < LL ce C C C C O HCL ZO p Z O y V W LL N O Q U H p Z V Z H Z O � < Z c O `e c c a c Q W W O < O < ce uj LL O O N 0 7 OC z w Z _j h W U H Z > > v r' A w a ~ < p p O en < v v m -v F- m LLA Z O LU F O O D < U 3 J y`J, a °0 Z O o<c H viV ,n < V H E E 3Q c E 3 V Fe IQ Z O Z �y W W J J 7 N ? O O' < D N _Z W V Z wj LL oC W Z •eco N �0 C A ry {L1 p Cu > < F ~ I— < < V = V H N G T —a -0 iD !' w < N < J Z F y < H W M ep N C ep Q O O O O a O G i a Q ce O a a a F F ►- < O < < y H a U en U Z p p w w e� M a en wi ■ uj k § )E UJ -a 1A �\ \ � 0 So / . . c: !7t 25 -t: to U ZD - -S T 'c 02 a m z 0— C. ce Mr IQ % r u z < uj z CL co ujf, 2 C� Ln a CN BRUEN & GORDON ZENOV EIVED A PROFESSIONAL CORPORATION 1990 NORTH CALIFORNIA BOULEVARD A I/�/�/�SUITE 60B 4 1,9992WALNUT CREEK,CALIFORNIA 94596 (510)295-313FA%(510)295-3132 OF SUPERVISORS COSTA CO. November 23 , 1992 Sunne Wright McPeak, Chair and Members of the Board of Supervisors Contra Costa County Martinez, California 94553 Dear Chairperson McPeak and Members of the Board of Supervisors: This letter is written on behalf of Acme Fill Corporation in response to the adjustments proposed by Deloitte Touche to the Acme Fill Interim Transfer Station ("ITS") rate application. 1. Closure/Post Closure Funding. By way of background, it should be noted that although the County's original use permit for the ITS did not allow for County control of the ITS 's rates, the County requested that Acme voluntarily submit itself to rate review and that Acme agree to an amendment to the ITS use permit allowing for County control of the ITS 's rates. In exchange, the County committed to full cost reimbursement for the ITS plus a reasonable profit, and to develop a mechanism for the funding of Acme's closure (as used below, the term "closure" includes "post closure" unless otherwise indicated) which would also reduce the impact on rate payers of having to raise closure funds over a compressed time period (which was the then-estimated 3 year life span of the ITS) . In consultation with cities and sanitary districts, the Board commissioned Deloitte Touche to study various means of raising the required closure and post closure funds. Deloitte Touche, with the assistance of Brown and Caldwell, prepared several reports, which concluded that: (a) the estimated amount of closure and post closure costs for Acme was reasonable; (b) that Acme had acted prudently in attempting to raise and set aside funds for closure and post closure; (c) that Acme over the preceding ten year study period had not earned excessive profits, but in fact had earned 1 returns below industry norms; and (d) that the rate impact of closure funding could be significantly reduced by raising such funds over a ten year period. Subsequently, in consultation with several cities and the Central Sanitary District, Deloitte Touche prepared a schedule setting forth the share that it recommended each city and sanitary district should pay for the closure of all three Acme landfill parcels. Deloitte also recommended that Acme be required to collect approximately $8 million from the generators of hazardous waste disposed of in the North parcel. The Board of Supervisors adopted several resolutions in the Fall of 1989: (a) That the County would guarantee Acme full cost reimbursement for the capital and operating expenditures of the ITS; (b) That the ITS would receive a guaranteed profit based on an operating ratio of 93 .4% (reasoning that a higher profit margin would be appropriate if there had been no reimbursement guarantee) ; (c) Approving the Deloitte Touche recommendation of a ten year funding program for Acme's closure (which resulted in an average per ton charge of $5. 92) ; (d) Providing that all public (i.e. , non-franchised) users of the ITS should pay a surcharge of $8. 63 per ton based on the Deloitte Touche study. These policies established by the Board at the outset of ITS operations have largely been honored more in the breach than the observance. The Board has declined, despite repeated requests by Acme, to allow the ITS to collect any money from franchised users of the ITS to fund closure and post closure of the three Acme parcels, even though the ITS continues to collect closure funds from public users of the ITS. In recognition of Acme's critical need to raise closure funds, County staff in its last rate review report to the Board recommended the inclusion of a closure/post closure component in the ITS rate, but this recommendation was rejected by the Board. Acme has again requested that the Board allow Acme to surcharge all waste coming through the ITS $5.92 a ton to fund closure and post closure. Acme has no objection to this Board requiring that Acme establish a segregated account to retain these funds. 2 2 . Extension Of Period To Make Up Past ITS Operating Deficits. The County has consistently put Acme in a "catch up" position with respect to recovering its costs of operation and earning a reasonable profit. Despite the County promise that Acme would received guaranteed cost recovery and a reasonable profit, the ITS has consistently lost money under County rate controls. At every rate review hearing, rates have been set using optimistic assumptions which have repeatedly created operating deficits which have been carried forward into later rate reviews as an additional cost to be made up. The current deficit, which the Deloitte Touche calls "Actual Cost Adjustment" is, by their calculation, $2, 551,760. By Acme's calculation, it is $2,713 , 416. This "deficit spending" approach merely increases the pressure on the County to disallow reasonable costs of operation to avoid even larger rate increases to make up for the past deficits. The current recommendation before this Board carries forward with this unfortunate tradition. Among the most questionable optimistic assumptions incorporated into the current rate review report is the assumption (1) that the ITS will remain in service through December 31, 1993 (whereas the Permanent Transfer Station is scheduled to be in operation by the Fall of 1993) ; and (2) that the ITS will receive 444, 640 tons during the upcoming year (whereas in recent months substantial solid waste tonnage is bypassing the ITS and several jurisdictions are publicly discussing plans to attempt direct export of waste out of county. ) If either of these assumptions proves incorrect, it will leave the County with the unpalatable choice of sharply increasing rates to make up a larger deficit or leaving Acme with a large "guaranteed" loss. To avoid an even larger potential deficit, Acme submits that this Board should adopt the alternate recommendation of Deloitte Touche to amortize Acme's deficit over a six month period as described at the top of page 5 of the Deloitte report. 3 . Extension of Amortization Period for Acme's Capital Investment in ITS. As noted in section 2, Deloitte's recommendation is based on the premise that the ITS will remain in operation through December 31, 1993 . However, because the Acme PTS is expected to begin operations in the Fall of 1993 , the assumption that the ITS has all of 1993 to pay off the ITS capital investment may well prove to be wrong, leaving Acme with significant unrecovered capital costs. There is no mechanism suggested by the Deloitte study to make up any shortfall at the end of ITS operations. We suggest that either a six month amortization period be adopted (which ends in May, 1993) or that the County guarantee recovery of any unamortized ITS revenues through another appropriate mechanism acceptable to Acme. 3 4 . Disallowance Of The October 1, 1991 BFI Hauling Contract Rate. Acme has provided Deloitte Touche with BFI hauling cost information for periods before and after BFI 's August 1992 hauling contract rate decrease. The purpose of this information was to justify the current BFI hauling contract rate as well as support BFI 's October 1, 1991 haul contract increase. Deloitte Touche advised Acme at a meeting on November 16th that it regarded the information submitted to be insufficiently detailed to justify the October 1, 1991 increase, but adequate to justify the August 1992 contract rate decrease. Acme will provide additional information to Deloitte as requested, however, the question is whether, with an operating deficit already on the books which needs to be made up, it makes sense to reduce Acme's ITS rates pending further study by Deloitte Touche regarding these ten months of BFI 's hauling contract charges. Assuming Deloitte finds the additional information sufficient to justify these charges, this approach simply increases the amount of the deficit which would need to be recaptured in the short time available. 5. Surcharge on Additional Waste Landfilled at Acme from June through September 1992. Deloitte Touche proposes that Acme should be penalized in the amount of $1. 88 per ton (which multiplied by the 444, 640 tons assumed to be received at the ITS during 1993 would amount to a total penalty of $831,476. ) for landfilling the additional waste received at Acme with the closure of the GBF landfill from June through September, 1992 . When GBF landfill closed, additional waste was received at Acme which represented greater volumes than had previously been received at the ITS. The ITS rates had been previously set assuming this additional waste would not be received at the ITS. Therefore, landfilling this additional waste from June to September did nothing to contradict previous rate setting assumptions and there is no basis for the proposed penalty. Furthermore, the proposed penalty is another form of indirect rate control over Acme landfill-- a practice which Deloitte Touche had begun in prior rate reviews by deciding which costs were allocable to Acme landfill operations versus the ITS, and which has now been continued by "docking" Acme for landfilling waste rather than sending it through the ITS. It is no wonder that under rate controls, Acme has consistently lost money on all operations despite the promises of guaranteed cost reimbursement and a reasonable profit. The following numbers, taken from Acme's audited financial statement submitted to Deloitte Touche and County staff as part of Acme's rate application, speak volumes regarding the effects of the 4 r • County's rate control practices: 1992 1991 Net Acme Corp. Loss (773, 899) (781, 184) Retained Earn'gs (419,930) 482, 854 Sharehold'rs Equity (1, 135,429) (361, 530) Given that Acme has suffered substantial losses on its overall operations (i.e. , ITS operations and landfill activities) during the last fiscal year and in the prior fiscal year, what justification exists for penalizing Acme for landfilling waste volumes not even included in the prior rate review assumptions? The effect of rate controls on Acme's ability to fund closure and to make a profit demonstrate that Acme, since the commencement of rate controls, has not been a "private enterprise" in any normal sense of the phrase. Private enterprise is able to set its own prices without government controls, and it is not compelled to engage in a business in which it suffers repeated losses. Without rate controls, Acme would by now have largely completed the funding of its closure, and Acme would have received a reasonable return on its ITS operation. Under rate controls, Acme has thus far been prevented from earning any profit and from raising money to pay for its legal obligations. 6. Assumption That ITS Will Receive 444,460 Tons During The Next Twelve Months. As noted in section 2, this assumption is unrealistic. Within the last few months, substantial amounts of solid waste are currently being "exported" to neighboring Solano County and are bypassing the Acme ITS. We submit that it is unrealistic to assume that wastehauling through the ITS during the next twelve months will increase over prior annual levels. 5 7. Summary. For the reasons stated above, we urge this Board to: 1. Approve a closure funding surcharge of $5.92 a ton; 2. Set rates on the assumption that the ITS will cease operations in May 1993, or alternatively adopt a mechanism, acceptable to Acme, to guarantee the recovery of any operating deficit and capital recapture shortfalls by December 31, 1993 ; 3. Reject the proposed penalty on waste landfilled at Acme; 4 . Adopt a more realistic assumption regarding future waste volumes through the ITS. Respectfully submitted, Thomas M. Bruen 6