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HomeMy WebLinkAboutFIN-08-043 - Uncollectable Utility Accounts Write Off1 KITC~~R Financial Services REPORT Report To: Mayor Carl Zehr and Members of Council Date of Meeting: March 17, 2008 Submitted By: Pauline Houston, General Manager of Financial Services & City Treasurer Prepared By: Joyce V. Evans, Director of Revenue (Ext. 2895) Ward(s~ Involved: All Date of Report: March 10, 2008 Report No.: FIN-08-043 Subject: Uncollectable Utility Accounts Write Off RECOMMENDATION: That Uncollectable Utility Accounts, amounting to $57,963.19 be written off against the Allowance for Doubtful Sundry Receivables and the Allowance for Doubtful Utility Receivables. EXECUTIVE SUMMARY: The last write off report for Uncollectable Utility Accounts approved by Council in June 2007 totalling $100,002.38 and covered the period up to June 2007. The current report reflects Uncollectable utility accounts totalling $57,963.19 for the period from 2005 and ending December 31, 2007. BACKGROUND: The current report represents write off of utility accounts which have been deemed to be Uncollectable up to the end of December 2007. At this point in time we continue to manage accounts from 2001 forward. Council approved a collection policy for utilities which recommended that the targeted upper limit for write-offs be set at 0.3%. Staff continue their efforts in reducing the level of delinquent accounts and to maintain write-offs at below the targeted upper limit as recommended by Council. REPORT: All reasonable efforts have been made by Revenue Division staff to collect these amounts. These outstanding balances will be written off and will be forwarded to a collection agency. The cumulative write-offs shown by year as a percentage of total invoices billed, are as follow: 2007 Uncollectable Utility Account Write-Off Detailed summary Cumulative Write- offs Total $ invoiced Year to date Write-offs as a % of sales 2007 $113,277.32 $148,670,000 0.0762% 2006 156,764.83 $136,419,000 0.1149% 2005 169,429.19 131,759,000 0.1286% 2004 201,450.94 121,032,000 0.1664% 2003 368,436.44 114,083,000 0.3230% 2002 454,170.06 106,576,000 0.4261 2001 481,556.70 107,481,000 0.4480% 2000 445,758.46 88,188,000 0.5055% 1999 111,879.74 84,049,000 0.1331 Total $2, 502, 723.68 $1, 038, 257, 000 0.2411 If you have any questions or concerns regarding any of these amounts to be written off, we would be happy to address your concerns. FINANCIAL IMPLICATIONS: The cumulative total write off of $2,502,723.68, represents approximately 0.2411 % of the total utility billings of $1,038,257,000 for the period covered in the report. This is in line with the recommended targeted upper level for write-offs of 0.3% in the Utility Collection Policy as approved by Council. Collection staff has focused their efforts on bringing the level of write-offs down to an acceptable level as reflected in the results provided in this report. Staff will continue their efforts in managing delinquent accounts to ensure that the write-offs are at a minimum. CONCLUSION: It has been determined that $57,963.19 of utility accounts is uncollectable and staff recommends that the accounts be written off in 2008. The uncollectable accounts listing will be forwarded to a collection agency, which will use their best efforts to collect these accounts. Joyce V. Evans, MPA, FCGA Director of Revenue Pauline Houston, CA General Manager of Financial Services & City Treasurer