HomeMy WebLinkAboutAgenda - 12-01-2008 - Mgr Info
MEMORANDUM
TO: Orange County Board of County Commissioners
COPIES: Laura Blackmon, County Manager
Willie Best, Assistant County Manager
FROM: R. Kevin Lindley, PE, Engineering Specialist I
DATE: 11/25/08
SUBJECT: Assistance for Low-Income Efland Sewer Customers
At previous BOCC meetings during the discussion on raising the rates for Efland sewer customers, the
BOCC requested information on the types of programs which may be available for assisting low-income
residents with higher sewer bills. The following are either existing programs or previously used
programs which may be able to ameliorate the burden caused by higher rates.
Existing Pro rg ams
The County's Department of Social Services (DSS) currently has a program to help customers with
utility bills and other emergencies. This program, called Emergency Assistance (EA), offers up to $150
for customers who are in danger of having utility services disconnected. The $150 is the maximum
amount available to the citizen in a six month time frame. It can be accessed all at once or in multiple
installments during any six month period. To qualify, a citizen must be at or below 200% of the poverty
level income for their family size (shown in chart below) and must have evidence that service
disconnection is imminent, e.g. a letter from the utility provider. This program has the advantage of
being an existing, funded program with which DSS is familiar and for which they have dedicated staff.
The disadvantage is that there is a limited amount of assistance available every six months, so if an
Efland sewer customer has already used EA for some other need in the previous six months, there may
be no assistance available for the customer's sewer bills.
200% of Federal Poverty Guidelines for 2008 - (Monthly Gross Income Amounts)
Family Size 1 2 3 4 5 6 7 8
200% $1,733 $2,333 $2,933 $3,533 $4,133 $4,733 $5,333 $5,933
Note: For each additional family member add $600 to the monthly gross income amount
Samaritan Relief is an existing program administered by Orange Congregations in Mission (OCIM).
Through this program citizens that are facing disconnection of water/sewer (or other utility) service can
be qualified by Orange County Department of Social Services (DSS) and referred to OCIM or contact
OCIM directly for qualification on a case-by-case basis. OCIM then gives up to $100 every six months
to the customer towards their bill, in much the same fashion as the EA program detailed above. The
assistance is in the form of a check made out to the utility from OCIM and the customer. Any citizen
living in the Orange County school district is eligible for consideration, providing they meet either DSS
income requirements of 200% of poverty level or below or receive OCIM's approval.
The Town of Hillsborough's Water/Sewer Utility Fund provides a portion of the funding for this
program. The money comes from interest on customer's deposits and from voluntary customer
donations to Hillsborough's Water Assistance Fund. Hillsborough utility staff provide information
about the OCIM program to customers who are having trouble paying their water/sewer bill. As
mentioned before, Hillsborough is not the sole source of funding for this program. Therefore, the dollar
amount of assistance to Hillsborough water/sewer customers is not limited to the funding the Town
provides to the program. However, all the money donated by the Town to Samaritan Relief is
earmarked for their water/sewer customers. This money is only made available to help Hillsborough
customers with their water/sewer bills and if not used during the budget year the balance carries forward
to the next year.
Staff is currently in discussion with OCIM regarding Efland customer's access to this program. While it
is clear that Efland customers who meet the income requirements would be eligible for .aid from the
Samaritan Relief program, the burden this would represent to OCIM is unclear. The OCIM
administration has a general idea of the needs of the community and a finite supply of funding for this
program. The addition of this potential need due to increased sewer rates may limit their ability to help
everyone unless they were to receive additional funding.
This additional funding could come from a variety of sources. Hillsborough utility staff has indicated
that they currently have a surplus in their OCIM account. The Town's utility staff is willing to allow
Efland customers to tap into their water/sewer aid fund (pending Town Manager and Water/Sewer
Advisory Board approval) at least temporarily. In three years, once the Efland Sewer Fund becomes
self-supporting, there may be interest income (e.g. from capital reserve) that could be used to support
this program in the amount necessary for its own customer's needs. Until that time, money could be
designated from the General Fund to support the OCIM program. If new rates were to be implemented
in January, there would be at least a few months to gather data on the amount of aid that is being sought
by Efland sewer customers and budget funding support accordingly. The benefit of this program is that
it is an existing program with which DSS is already familiar and which OCIM is used to administering.
The disadvantages are the same as with the EA program run through DSS, namely the emergency nature
of the aid and the six month dispersal window. In addition, if Hillsborough management does not
approve granting Efland customers access to Hillsborough water/sewer aid money, the Orange County
General Fund would need to make a "seed" contribution to OCIM to get the program started.
Rogers Road Water Tap Grant Program
In previous BOCC discussions on raising Efland sewer rates, the water-tap grant program used for the
Rogers Road area of Chapel Hill has been mentioned. In this program, grants were funded by the
Orange County General Fund and made available to citizens who met certain basic eligibility
requirements (such as being current on their Orange County taxes) and whose income was less than 80%
of the median income (Housing and Urban Development (HUD) guidelines for the Raleigh-Durham-
Chapel Hill area) for their size household. According to Tara Fikes, director of Orange County
Housing/Community Development, this model for a relief program would not be applicable because it
was designed to be a one-time grant program, not ongoing assistance. In addition, DSS staff believes a
County run program designed for assisting Efland sewer customers would have to be opened up to
assisting any qualifying County citizen with their sewer bills.
Recommendations
None of these programs are designed to provide ongoing assistance to customers. The existing
programs are designed for customers who have temporary or occasional circumstances that make it
difficult to pay their utility bills. The Rogers Road grant program was designed to help citizens with a
large one-time expense, so would not be applicable to long-term aid. In addition, none of these
programs has a mechanism to decide how much aid is needed in each circumstance, other than a cap on
the dollar amount available. However, DSS Emergency Assistance is currently available to the Efland
customers. Samaritan Relief would be available as well if money either from Hillsborough's earmarked
funds or Orange County's General Fund was made available to OCIM to distribute to Efland sewer
customers.
If the BOCC wished to create a program that would provide ongoing assistance to needy families, staff
suggests the following basic framework for such a program. Customers who are in need would contact
DSS or would be referred to DSS by the Orange-Alamance Water administrative staff (who do the
billing for the system) or by Engineering staff. Customers who qualify for the DSS EA program
mentioned above and who were existing Efland Sewer customers could take a letter of qualification or
some other written qualification notice to the offices of Orange-Alamance. Orange-Alamance would
adjust that household sewer bill by eliminating the base charge portion of the bill. The adjustment
would continue to be in effect every month until June 30. Every year on June 30 all adjustments would
be removed and customers would need to re-qualify to be eligible for the adjustment. So, for example,
if the proposed rate schedule is adopted the base charge for all customers after the first rate increase
would be $12.96. A family whose water use is typically 4000 gallons per month would ordinarily have
a bill of $57.96, but if they qualified for assistance their bill would be reduced to $45.00 ($57.96 -
$12.96). For reference, the current bill for 4000 gallons per month is $19.70.
The advantages to this type of assistance are three-fold. The program would provide a monthly benefit
to customers that is relatively easy for Orange-Alamance to administer. The qualification process and
criteria are already in place, since they would be the same as the existing Emergency Assistance
program already being run through DSS. Finally, use of this program still allows customers to receive
benefits from both the Emergency Assistance program and Samaritan Relief for either supplemental
assistance with their sewer bill or for assistance with other bills.
If any additional information is needed, please advise.